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HomeMy WebLinkAbout80-00713 l~:.', -: ~'~~~~:~-,.:: ,,.,--,. ". I,{:, I ~.~}i;, :l!~'.. ~.,~):-~,';:;- ,;.;,", ., '''1. .:.:'."; ~~it:~;~" .,','~' ,I}:"::.' .' ~~'~~:~r~:~ ::~,~ ~.:":: . .1l~~:~";:),'-' ... ,..:.~\ ~ ,.'4:' i:~t ::~l iIC:":_ '. . . ,,- ::r~' ':it/ ,~;~~ .' ~... I: " :::,. 'r~F~:~: ". ~"I"" i1.li:' , :tr~,~ -' ~1< ~~.:;:;::.' %:~,.. ,~,:;.r.':," ,'.r.:?, r,~ ..",' '. ~ ~ ~ . >< ~ ~ I ~ ~ fd lko I . II: . ~ e:l en ~ en C,) i r- ~ :3C ~ C,) CI . - 00 0 . - N ~ - ~ . J9 0 ~ Z .. LIJ ',1 ::. ~~ ". :~:. :;',' . ;,~ ,,/. .. ~" ; ";-. , , . I'.' j,'-" t.' ~\<: ~i~B fIg foil: (' .' I-< E-< ~ . z " ~ z . 0 " ~ ~ ~ ~ 30 ti E-< . :ld tI) 0 . II: m ... ell . li 10 ! E-< 0 u 0 ~ I'l . .. "' ~ . ,. " ~ z "' Q 0 ~ i< I ;; c:> :j . o m CIl ~ l: 2 tI) 0 ... H ~ . " " (5 :;;:: . ~ . <: E-< tI) In <: ...:l .' . '. " . J STONE, SAJER .. STEWART Attorneys at L.aW 310 BrIdge Street New Cumberland, Pa. 17070 \ I i II il \. 'I Ii I \ 1\ \ I, AGNES D. FORN\~ALD, of the Borough of New Cumberland, County of 'Cumberland, and Commonwealth of Pennsylvania, decclare this to be my last will Lnd revoke any will previously made by me. , I I 'I II ~herever situate, in equal shares, to such of my children, CARL D. FORNWALD, ICLAIRE FORm~ALD BURNS, RICHARD P. FORNWALD and J. NELSON FORNWALD, as survive \ I me by thirty days. Should any of my above named children predecease me or die i Irn or before the thirtieth day following my death, 1 devise and bequeath the \ihare of such child to his or her issue, per stirpes, living on the thirty- Ifirst day following my death; and should any such of mine leave no such issue ~iving on the thirty-first day following my death, I devise and bequeath the \ share of such child to my issue, per stirpes, living on the thirty-first day IrOllOWing my death. ! i I \ ITEH Il: \'FhiS my last will. I! II ~ond for the faithful performance of her duties in any jurisdiction. ,I I I, \1 [i ,I \ I 1.AST WILl. AND TESTANENT , OF AGNES D. FORNWALD __._._._.__.___n. .______._.__ ITEN I: I devise and bequeath nIl of my estate, of every nature and I appoint my daughter, CLAIRE FORNWALD BURNS, Executrix of ITEM Ill: I direct that my Executrix shall nDt be required to give IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ Page 1 of 3 pages GO,(' ~-"I.,.-,'t") \ I \ ! I , I \ \iday ,I Ii il I ,I 1\ \\ \1 .\ \ II ~Testatrix above named, as and for her Last Will and Testament, and in the \!presence of us, who, at her request, in her presence and in the presence of \ . . er, have subscribed our names as wi tnesses. il Q \\~ I Wi tness \ , I\COllilONWEALTH OF PENNSYLVANIA Ii :55: II COUNTY OF CUNBERLAND ,I 1\ I' ,I I\or foregoing instrument, having been duly qualHied according to law, do hereby I \!acknow1edge that I signed and executed this instrument as my last will; that I II signed it willingly and that I signed it as my free and voluntary act for the 11,,'\ purposes therein contained. ( J..: " Ud~ 'lA.A)/..JJ,'o,/.n.'Yl--</L...Cl/;NL> -- --AGNES.O:--iio!iNWALn----.- " ': ~ il ii \i i: ~ 1\ the testatrix this _~__.. day of I, Ii , I of .~~ 1980. . /' j.,' (1 J . . ." \,.. _., 1-c'LJ. ,.i ;'fL)y".:;;,. ),,"..~Lov.:)~ 'l.!y___~!r,?J.!..-1'. o AGNES D. FORNWAJ.D SIGNED, SEALED, PUBLISHED and DECLARED, by AGNES D. FORNWALD, the t-t~~.:_~,Q~0J~_Q Address ~. n .~D~\) ~~U~ Address I, AGNES D. FORN\~ALD, Testatrix whose name is signed to the attached S\<orn or affirmed to and acknowledged before me by AGNES D. FORNWALD, STONE.SAJER & STEWART Attorneys at l.aw 310 Bridge Stroet New Cumberland, Pa. 17010 <)00..... ~""".r. fl .~~~~~~...:'\jA~:~- . '.:iw' it t 0 f!l1I.",.. .. . ' ...,Q~'I""J y~r , :."""",l ,;:<'.'/ 2 of 3 pages .... "...,....." STONE, SAJER II STEWART Attorneys at Law 310 Bridge Street New Cumberland, Pa. 17070 II II i I i: :1 ii II II I CONNONHEALTII OF PENNSYLVAN fA :55: I COUNTY OF CUNBERLAND I' I "..i:'.~~st....""'3u."..,,..L ~ :\ the witnesses whose names arc signed to the attached or fOregO~:~strument, !I II being duly qualified according to law, do depose "nd say that we were present \1 and saw testatrix sign and execute the instrument as her last will; that testat \ signed willingly and that she executed it as her free and voluntary act for the , 1\1 purposes therein expressed; that each of us in the hearing and sight of the \ testatrix signed the will as witnesses; that to the best of our knowledge the !testatrix was at the time eighteen or more years of age, of sound mind and I' i under no constraint or undue influence. I I! [' I \ '\\ _, Sworn or ~~-- I\day of il " 'I II ii I I I Ii I I, Ii Ii r II II II II x ~ ~~C\ HuA~~~- affirmed to and subscribed to before me by ~~,~___ and ~~_~ ~~_~, witnesses thi-S-~ .' 1980. . ~ ~~C . 4_ Notary Pub r;.~..J,:_~~ "f. ui\ M., c.- -'/Ii/O t%Plfl.i tww Cl..;-..,....,i, 1J ~"-;,~J ""'.,"r..~ Page 3 of 3 pages Oat'" Nam. of Pay" Nalur. of Debt Amount Funeral expenses paid Family eKcmption (will not be allowed unless decedent died residing with a parenl, spouse or chlldren.l Administration EKpenses Counsel Fees Fiduciary Commission IOlh"r Debts and Claims) Total Under penalties of perjury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct and complete. C JA'; ":t.. l;,,-. AV' A/<.. d I<1Ptr , Sign ure of Fiduciary Date I do hereby certify that I have appreised the assets contained herein in conformity with Pennsvlvania law. > .... Z 0 w Appraiser Date en In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent niter the expiration of any :> .... estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral 0{ role on any such future interest. ij it u. 9 Debts and deductions are allowed in the sum of S at percent. RegislCr of Wills Date DEBTS AND DEDUCTIONS BENEFICIARIES BENEFICIARIES AND AOORESSES (Stile full names and addrtuM 01 .n who have an inllrest either vested. contlnpent or other Interestl RELATIONSHIP TO OECEDENT SURVIVEO DECEOENT STATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEOENT INTEREST OF BENEFICIARY IN ESTATE nIt"'''" Carl D. Fornwa1d. Briarcrest Hershey, Pa. 17033 C1Rire FOT"ntJA1rl RI1TnR New Cumberland, Pa. 17070 Richard P. Fornwa1d, 110 Penna. Avenue Camp Hill, Pa. 17011 son es 1e a1 one-fourth J. Nelson Fornwa1d 2206 Re a1 Drive Wilmington, Delaware 19810 son es 1e a1 one-fourth c: ." 0 n l> m l> ~ l> 0 0 0 en 0 Z G'l n C 0 -i ~ r- m m " Z ~ '"' ~~ r- :D ~~ ~~ m -i m Z -l -< en m ~ ~~ en 0 0 "T1 :D "T1 ~ 0 0 u Z .. .. .:.;. n -:: ~.' ,. ; _. ~;~.: u. .. I~; ....e. C'. ,.. ~.;>; -< -< c: 6" - -..- m m !II ~ - l> m wt.:. ~2 l> <=,1-' c:.: :D :D 0 '-'-' a::.... = ,'''' z o~ :.<<:$ ~ Uw ",- ~'" co w::> CXl -'u . '-' INFORMATION PLACE FOR ~ILlNG _ The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. TIME FOR FI LING _ The return is due nine months alter the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine.month period. FAILURE TO FILE RETURN _ Section 791 of the 1961 Statute provides that ". . . any person who willfully fails to file a return or other report required of him. . , shall be personally liable. . . to a penalty of 25% of the tax ultimately found to be due or $1.000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." , '" l STONE,SAJER to STEWART AttornlVllt l.aw 310 Bridge Str..' New cumb'rland, Pa. . 17070 ~ -:-' " LAST WILL AND TEST&~NT OF AGNES D. FOR~~ALD I, AGNES D. FO&~ALD, of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, decclare this to be my last will. and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate, .of every nature and situate, in equal shares, to such of my children, CARL D. .FORNWALD, CLAIRE FO&~ALD BURNS, RICHARD.P. FORNWALD and J. NELSON fORNWALD, all survive e by thjrty days. Should any of my above named' children predecealls me or die before the thirtieth day following my death, I devise and bequeath the of such child to his or her issue, per stirpes, living on~he thirty- irst day following my death; and should any such. of mine leave no such issue iving on the thirty-first day following my death, I devise and'bequeath the hare of such child to my issue, per stirpes, living on the thirty~first day ollowing my death. ITEM II: :1 appoint mY daughter, CLAIRE FORNWALD BURNS, Executrix of his my last will. ITEM III: I direct that my Executrix shall not be required to give ond for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4th . , Pa~e 1 of 3 pages 1 I I . . . . I . I , I , I I I I I. i , I I , I I STONE, SAJER . STEWART AttorneVllt L.aw 310 Bridge SlrNI New Cumberland. PII. 17070 day of Februarv , 1980. /s/ Agnes D. Fornwa1d ~GNES D. FORNWALD SIGNED, SEALED, PUBLISHED and DECLARED, by AGNES D. FORNWALD, the Testatrix above named, as and for her Las.t Will and Testament, and .in the presence of us, who, at her request, in her presence and' in'the preaence of each other, ~ve subscribed our names as witnesses. /s/ Charles H. Stone' Witness e ;\ddress / s/ Frances' Y. Gabel'" Witness i\.ddreaa .' COMMONWEALTH OF PENNsnYANIA, :SS: COUNTY 9F CUMBERLAND I, AGNES D. FORNWALD, Testatrix whose name ia signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed an4 executed this instrument as my last. will; that I signed it willingly and that.I ~igned it as my free and voluntary act. for the purPQses th~re1n contained. . /s/ Agnes D. Fornwa1d' AGNES D. FORNWALD Sworn or affirmed to and acknowledged before me by AGNES D. FORNWALD, the telltatdx this' 4th' day of ' . February . 1980. ,": .. . . . , . r STONE, SAJER .. STEWART AttorneVI It LIW 310 Brldg. Street New Cumb.rllnd. P,. 17070 COMMOll'WEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND We, Charles H. Stone and Frances Y. Gabel the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law,: do depose and say that we were present and saw. testatrix sign and execute the instrument as her last will; .that testat X signed wil1ing1r and that she executed it as her free and voluntary act for the purposes therein exp~essed; that each. of us in the' hearing and ~ight of the testatrix signed the will as witnesses; that to the best 'of our knowl~dge the testatrix .wa.s a,t the time eighteen 01::' mOl;e years of .age,' of.:aound 'lIlind snd. . under no constratnt Or undue intluence. /s/ . Charles H',' Stone' . . / s/ . Frances Y.' Gabel . . Sworn or affirmed to and subscribed to beforslIleby Charles' and Frances' Y. Gabel I ,~tneases thia: 4th d~ of . . Februarv" , 1280, . /s/ Frances Y. Gabel ... (SEAL) Nota,ry ):'ublic My Commission Expires Dee, 28, 1982 REV...... EXt (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) o Original o Supplemental o Remainder File Number :> 1-80='17..1 1 A~S D. Fornwa1d Estote Name Date 01 Death 1 O~.:B.o Sociol Securi ty Number _2.o.6=36",9!L44 REPORT OF INHERITANCE TAX APPRAISER I, tho undorslgned duly oppolntod Inhorltonce Tax Approisor In and lor tho County of Cumberland Pennsylvonlo, do rospectlully roport that I hovo opproisod tho root and porsonol proporty os reported In tho forogo1ng rotum at tho values sot forth opposite .och itom in the lost column to tho right in Schedules "A", "8", "COO, ond "E" Doted: 2-?4 e 1 frfln;,/ J7f/~i'H'/) INHERITANCE T"X APPRAISER INVENTORY VALUE AS APPRA'SED ADJUSTMENTS CODE (HARRISBURG USE DNLY) REMAINDER APPRAISEMENT CODE 92+ OD+ I , I I \ \ , \ , , I Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfers (Schedule C) S none 8,58 10+ 2.H none 30+ ___ __6,586_- _1:\9_ 93- TOTAL GROSS ASSETS 40- Less O.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Lile Estate o Annuity VALUE CODE PRINCI PLE - RATE FACTOR FOR IISE OF REGISTER ONLY Tax on S CODE COMPUT A TION OF TAX $ S $ S 6% 15% Tax on S Tax on $ Tax on S $ T ox on S Exomptions Tolol Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Less Crodlts DATE OF PAYMENT DISCOUNT INTEREST TAX CREDIT AMOUNT PAID = $ + S $ S = + INTEREST FROM BALANCE DUE BALANCE TO S S S i. , I , ~ ..., ~ ::! p:: rIl < .c Z ~ ~ ..., '0 '" 0 >- t: ~ <1l e- n Vl ~ \.. ;:l ..: <t Q) .0 ..l E < ::l ~ N - U ~ It) U Z ~ - 0 '" '" - 0 ~ 0 ~ '" ~ !ii 0 Vl 0 z d - ~ Vl >- ... Z 0 Z ... ~ ... ~ z ::l 0 :E 0 ;:: p:: z ::.:: ~ ~ Z Z 0 ;:l u t.:l Z - ~ rn ~ 8 0 < :l at ~ 0 "" ItEv.4Sl5 E)(. tJ.KOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS RECOr.OF' C",' REGIS: . *, . ~. Estate of AGNES D. FORNWALD Date of Death 10/!lV/8li\1tJ 1 ~Filo (>lq.' 21-80-713 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedh~~\1i;'t~JitiiF~ji'" Claire Fornwa1d Burns Claimant's .L\ddress 417 Ninth Street. New Cumberland. Penna. 17070 ITEM NO. REMARKS DATE NAME OF PAYEE 2 Probate and Letters Hasses Funeral Bill Dru Bill Hedica1 Bill 4 Parthemore Funeral Home PrDfessiona1 Pharmac Ra ond C. GrandDn H. D. Claire Fornwa1d Burns Claire Fornwa1d Burns Stone Sa'er & Stewart Patriot-Evenin News Cumberland Law Journal Le a1 Advertisin Legal Advertising Farnil tion Executrix's Commission Attorne s' fee 8 9 10 12 13 f W" s Re ister of Wills Reserved for c10sin Fi1in Inheritance Tax Returns Fi1in Inventor TOTAL DEBTS AND DEDUCTIONS AMOUNT 22.00 75.00 2,718.41 49.45 34.00 2,000.00 429.00 429.00 21.63 18.00 TOTAL THIS PAGE 5 5.49 I hereby certify that to the best 01 my knowledge and belief the loregoing is a just and true statement 01 debts, funeral expenses and expenses 01 administration submitted to the estate as deductions for Inheritance Tax purposes. ~, " 1.' ~,,(./u. /'._'~/I"""'.....J ~./....2" /-'Y''' J SIGNATUREA':)F ATTORNF.V/FIOUCIARV OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S 5 'l1J!J. .Lj q AT I t ///~ /f1'/ ~OATE ~ PERCENT. J C:-~b-ff/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurr~d by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary lep.s, funeral and burial expenses in~luding the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liabilitY for the debts being claimed should be attached to thi~ sch~dule. A family exemption 01 52,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. c ..., a n > '" > ;$ ;;- 0 0 a en a z C'l n c: a -; z s: Z t'" ,,, t=1 ;;0; Z ,:: > 9 - 0 t'" Z Z t=1 -l t=1 -; z 9 0 -; -< r.n m Vi Z 0 r.n 0 ..; 0 ." ,:: ." ~ ~ 0 'rl 5 'rl - Z n - > t'" c: rn m 0 Z -< -< !( tT1 tT1 ~ > > " '" INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a briel explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 55: .__________.!;I;AI~.ILFORNHA4~_ !tUJ~NS__________ ____ .ccording to I.w, depos.s .nd s.ys th.t she _.Ex=tdx---- _"'_'__ 01 the Est.te 01 Ar.NRS IL-EDRNWAT.n I.t. 01 __Borough of New_Cumberland _______, Cumb.rl.nd County, P.., dec..s.d .nd th.t the within Is .n inv.ntory mado by _______l!er __. ___ ., tho s.id Executrix 01 the ontir. est.to of said d.c.dent, consisting 01 all the p.rson.1 prop..ty .nd r..1 .state, oxcopt r..1 ost.t. outside the Commonwe.lth 01 P.nnsylvani., and th.t the ligllros opposite .ach It.m 01 the Invontory r.pr.s.nt it's f.ir v.luo as of the date of doc. dent's death. b.ing duly Sworn D.te of D..th sworn ..d "b,,,>b.d b.f.. m., \ ; . ~.A../'<- ?' . , I 7 th/V\..<.,f:.:-::t:.. ....t Executor . ~~K:IX /) 1~L."~ . 19XL -.-4_1LliintlLS.tJ:.lte t ,. '1 l,:~ V.~".j,:i:." ~X.'i~2~': .' ~ I.t'," C.:;;'{I:llld, . CL;;"!"bt'I=:',.~ C~. New Cumberland, Penna. 17070 Addrlu llilL DAY October Month 1980 Y.er INSTRUCTIONS An inventory must bo fil.d within thr.e months alter appointment 01 p.rsonal representativ.. A suppl.ment Inventory must b. filed within thirty d.ys 01 discovery 01 .ddition.1 .ssots. Additional sheets may bo attachod as to personalty or realty See A.tticle IV, Fiduciarios Act of 1949. -- , I. 2. 3. 4r I':. u: ~=: ... l.-....:.. 0- c:.~: u.,:i..l; 01- "'''' 80 wW "'cc .. 0:..0. N u ~ Y'G 'CT ~S: - X..:- H.. <t :z ",,-- ..: o~ -, '", "":c cc'" ~u u '0 " '" M ,.. '" ~ -d >- " o~ m I- W ~ '" I- ~ .. w <( " "- I- u 0 '" '0 Z " w W M C :J: '" '" .... "- I- -' LL :> 0 ~ LL -' <( 0 ", "- 0 <( W ,..! -" a: 0' ,:. Z ~I " - 0 0 c C ,.. ~ <n Z 0 '" I"l, 0 U w <( Ill: '" ... "- -c '" ~ c b'o .. - " ..: 0 " -" " E -c - ~ ..!! .. -' U u: ~ ~ 0 ~ I- Z -!.. , w I\; ,j > Ii Z .; I' z II I ! COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: / (,', 'II ',' - / II - ....) DATE . JI)'. / . 1"1 I, / TO: .I /-1'" .1 It -.:/. .1 /_ ESTATE /'-; ,/1;-' - ,// .1/1..;)/ C__/ , ~ ,I'" ..... r A ./J FILE NO. I :/ ://. ~:ll _ '/I-q v'l ) '/ / "e :i':" /' (F)tJ COUNTY ({ Un 1;-.- ..( j~A',( 'f (/' '.'~ . ~.- DATE OF DEATH (/,' Y..".( / 1'7.1 cltJ ,. Appraised Value of Estate: Real ESlate $ Personal Property "//-~~ + ." "-J Y/" / .j?"t;} Jointly Held PropertylTransfers . Total Gross Estate /,-",/ $ / ;"; /(1; / /1 Clear Value of Estate _ I; -::/ /; 1,- J/ C/ ,,/.. I- $:? '7 ;j' / 4 t) / Total Approved Oeductions Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ /. '7:?/ qC . Amount Taxable @ 6% Rate $ Ji ;;;)/..j./) ., tax due $ Il1ir5? Amount Taxable @ 15% Rate talC due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ /t--.:r i?'7 ... t ... '* 'Ill '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ . $ $ = $ + = . = Interest Bccrues at the ralB of six (6) percent per annum an the unpaid balance of Inheritance Tax from to date of peyment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ /('1.t? j I " i Assessed by: /'/, ' / See Information on Reverse Side Ao.ntfot~~rnJ"Onwe.lt~ (1-'/,1/. / A -If:-, / / -:j<4A-~ d[U~,i"::H l: INFORMATION To insure proper credit to your account, tho name of the estate and tile number should be clearly print- ed on the check or money order. This assessment is made in nccordance with Section 708 of tho Inherttance and ESHne Tax Act of 1961 (72 P.S. ~ 2485-708). To the extent that inheritance lax is paid within three (3) months atter the death of tho decedent, a discounl of five (51 percenl is allowed 172 P.S. S 2485.716). Inheritance Tax. other than tax on a future interest, is due at the dato of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P,S. S 2485.711). Inheritance Tax on a futura intarast is payabla wilhin three (3) months after the transfer takes effect in possession and enjoymenl and is delinquenlthereafter (72 P.S. S 2485.712). Calculate intarest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- --- ------------- - - --- - --- -------- -- -- -- - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 1 3 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .0047t 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 -- --------- ---------- --------- --- --- - ---- -- - --- ---- - - - - --------- ------ Any party in interest. including the Commonwealth and the personal represent alive, not satisfied with the assessment may objact thereto within sl<ty (601 days afler receipt of this Notice as provided by Section 1001 of the Inheritence and Estate Tax Act of 1961 (72 P.S. S 2485.1001). Make check or money order payable to: '.Register 01 Wills. Agent". Mail to the address listed below: - i ; .__.... __ ~___ __ __ ~ _______ ~_ . _A , )It. m.nel EX , I ~~,,;;./ ':'. COMMONWEALTH OF PENNSYLVANIA 4 'No'K000543 DEPARTMENT DF REVENUE 1 .,.,:',. . 'OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX I l ' ( ~ = ~ ,J~ . RECEIVED Blaire P. Buma \ FROM ,\ LESS DISCOUNT PLUS % INTEREST (FROM TO_' TAX AT 6% TAX AT 15% ADDRESS . 414 Bdc!qe st.reet: Mew Cuaberlan4, Pa. , At.~yl}j;-% ESTATE TAX 17070 '--ESTATEINFORMAT~N70~~--i9---i98-0---------- DATE OF DEATH ., FILE NUMBER 21-80-713 March 10, 1981 AGNES D. FORHWALD m m DATE OF PAYMENT NAME OF DECEDENT .cOUNTY CWlIberland TOTAL AMOUNT PAID 163.88 ----------- ------------------------------ ~POSTMARK DATE I "'~"'. .PAD> 1>1 PULL' RECEIVED BY SEAL I REGISTER OF WILLS 163.88 TOTAL TAX CREDIT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' ,- ~~~1 u'/ . "iJ ....-''-, - DATE -lnov'\. /0 I ~ r; ESTATE Q - (S'i^ ,;.</ ~~ l-, ltl "1\ "J fJ I FILENO ~iQ~'7"f3"'-~ COUNTY CA.NY<'>. Ul-Ih ~ Al N l DATEOFDEATH(Q/t 19 Io/!{O COUNTY FILE NO: .;< I -- ~'() TO; CJ'1_t1" ~ 0,') Iq+ Ji-'0" 'I If J ~ G-.AJCV - ,H. ( ~. i' ~-^I\) _"",...!\~I\Q,-.L, '} I . ,'"1 I ,- I JO')r) Appraised Value at Estate: Real Estate $ + Personal Property Jointly Held PropertylTransfers + $ Total Gross Estate Total Approved Oeductions $ Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount TaxablD @ 6% Rate $ t8X due $ Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 1"3 t'Y' . . . ... .. '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ ) t..1, 7;(/ 3-/()-fj $ It, 1, y( + $ $ = + = + = Interest accrues at the rate of six (6) percent per annum on tho unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is oR I VJ BALANCE OF PENNSYLVANIA INHERITANCE TAX DU:., $ j1~ ~ ~/j-~, \ As / / / ' {/-< sessed by: .' ,-' -f- / See Informal ion on Reveru Side Agenl:o_~th~Com~:lth ~ ....,/. '/'..,-J.......:....7C........_~...,..-' /1 (/ .. '_~_A-.ez!U~l' ~ ~., INFORMATION To insure proper cr",d,t to your account, tho name of tho estate and file numbor should be clearly print- ed on the check or money order. This assessment ~s made in accordanco with Section 708 of tho Inheritance and Estate Tax Act of 1961 (72 P.S. fj 2485.708). To the extent that il,heritance tax is paid within three t3) months after the death of the decedent, 0 discount of five (51 percent is allowed (72 P.S. S 2485.716). InheritanCe Tax. other than tax on a future interest, is due althe date of the decedent's death and becomos dalinquent at the expiration of nine (9) months after the decedent's death (72 P.S. fj 2485.711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment end is delinquent thereafter (72 P.S. 9 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of aelUa! payment using the following interest table: ------------ --------- ---------- --- ---- - ----- --- - - - -- - --- -------- -- -- -- - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months .030 9 months .045 '2 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 deys ,00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days ,00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days ,00488 10 days .00169 20 days .00335 30 days .00500 -- ------------------- ----- -- -- --- --- - ------ - --- ----- - - - --------- ------ Any party in interest, includin9 the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the InheritanCe and Estate Tax Act of 1~61 (72 P.S. fj 2485.1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: