HomeMy WebLinkAbout80-00725
it,.,.{,,~_..-:\
[f;,,:,:. .
~f:ft
;i;';,
~~i.
.~;..,,; .,'
~~~~t,'
,''t..';;'!'"
rl':,:,:;....
l::~.',:""- ,
,5:~{
n:-,';
~~::.'
"<{.,'
.~' ',;"
}g~i
'... .,,~
,.'.. '
1.'~ ,:' . "
\1;"::;,
;1~<~ :
{~',~. 1
~':> .-
:\;f-i"
k
l}!!,
~~<':.
~~::."
'~f<~;,:
~i-~;;:'"
", ~..'. .
!~1h\:~':
:~:r:.~:"
w.',
~:;;/;
'X~: :1
;-.r~(.,
~;;'i~;.
%~i?/~ _ _
'f;~(:.' }',:
~"
r;",; ...
Iv:?'
1,:=.):
~~~(i;:;:,
~t>:,'
.:.:::F:';h..,.
~t~t;.<
~:;:.,~,~..
t~:':, '.
.:'
~ J :."
:,,',
,
;:\
~
~
~ .
~
A< ~
H
::x:
tIl
~ ~
Eo<
I ~
a ~
~ ~ ~
. !i!
I1'J ..: ~ ~
N ::x:
~ ~ 0
tIl
"".,
,'.,.
.,,"
= -
QC) 0
.
- Cl>>
M ~
~ \0
. IV
0 -=
z UJ
i
i
i
'1
I
I
I
r/J/t
No. 21.80 '725
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
(,t. ~("I
;1,
/ (// I
!-if II/ ('111< '/
, deceased,
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltloner(s) tll-(are) the execut y' 'r ." '7 named In the Last Will and Testament of 'Tf v'-( '"
A. LV! (f( ",,; tl f '7. dated {l1 a'l ~"7 , I Y 7 '1
Decedent was a citizen of the United States and a resident of tr.7d r.. 'f'" {I,.' ~~ /.( Y-c;I/\
Township (Bo,...Jllh), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on 1=-v,'d ~ the Iv tr;- dayof ~l.vt< A.D. 19 k-V,lnthe
County of {'VLM '/".0 fee ~v('( , State of J 4- at the age of f ~ years.
Decedent _ (has not) been married and lIa-(has not) had children born to m:m (her) since the ex-
ecution of the above described Will. ,1 J .
Decedent was possessed of personal property to the value of I/~{;? ci/f-cJt c;zA-~(
and of real estate to the val ue of (/ (J .f'tt/hJ.. aX .vd
as near as can be ascertained; said real estate situated as follows
Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
Dated Vc9 C/.uw4V1 ("7. (C! 6- C)
,
Name and address l.~ /~U<./ 771, ~-uA"/-~
of Petitioner(s) ./
./-t'A/'dAA-,li' j)'i ~O ;? r /4 /73,;;27"
dJ ~J '7n tf?, ~ v
.J:fevcd~~->X'//P.d2 ~ /s-'1 ~, /73;;< 51
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j ss
~~ -ft( a!.1 !il r ~et1 r~ "" aat! ~"-r..&}rl( (../ /t.r' K; ~--€.
named in above applicat!on, b,e,ing duly q tt.(}"1 C1... .p.ccorqing to law say(s) that the
statements set forth III this pelltlon are true to the best of =rlLevL knowledge and belief.
q {C'thtL and subscribed before J. .({~-:~:t':'J 'In, /~,;"
me. Nov. 13 19 80 . ~ ,"', (!<.,.'v-;"'.1. -''';''''< " 7. A___
~~a.i'f-_~.~~~ - -J- '-1-;1 '-,-
!/~il:l":-' J..u~~</<:" d d ~.~
A-~-b6"~1\fA -1 "-
Attorney . _ ,',/'
t!)JJJ
Filed:
November 14, 1980
0'. u
" ~ ~.:
L C~-,
Cc. 0- <.:.
(..; H- e:<: (,o-,'=-'
~> . U
~' :is;
.' <"\
9: ;c4
Ol-i''; ~ c.. '
L.LJ~J I :> o.:-J
0'"
ol- e: ,w
",,,, :z ",a:l
0-
00:> ",:1:
WW C> w::>
",'" ~ _Ju
U
"
l z t; 0(
~ >< z
r;g ~ .. 0(
It
. Q; I- :i
. Z III
H ~ <lS It >-
. .- :.:: 0 .. III
~ Z
<.l ii: Z z
:E: .. ~ z l1J
0 < D.
. ~ 0: :t
00: :t iii
i I- .J
::t: ::J III
~ 0 :i
E-< III
=:> 0: .. a:
p:: .. 0(
u
.~. ....
,~ 00
,., :::>""
ti. ~rn 0 ;'"~
,,,,""
....h.U- "'0
~---;. :z: ;j1?J
;.:"r-) ~ ......;]
r-,fT1
, 'U ~ ..0
:::~ ~l: - .
W -::0
~~..~ .-..,
:;:.tn ;J-- ~~:~
'0 r,
~"
',~ ~,
..'
.,
.'
. . . ~
, .'
.;
, .
'.
"
"
.~
last Bill aM Qf~$tauttnt
I, RUTH A. ~lcKINNEY, of Diekinson Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament,
hereby expressly revoking all Wills and Codicils heretofore made by me.
1. I direct my executrices to pay all of my debts, funeral and
administrative expenses as soon as may be done conveniently after my
decease.
2. I authorize and empower my executrices to sell any realty owned
by me at my death and not specifically devised or bequeathed herein, at
either public or private sale and to give good and sufficient deeds
therefor, in fee simple, as I could do if living.
3. I give and bequeath the sum of $100.00 to Max R. McKinney.
4. I give, devise and bequeath all the rest, residue and remainder
of my estate, of every nature and wherever situate to my two daughters,
Dorothy M. Rice and Esther M. Smyers, share and share alike, the child
or children of any deceased child taking the share their parent would
have taken if living.
5. I nominate and appoint Dorothy M. Rice and Esther M. Smyers to
be the exeeutrices of this my Last Will and Testament; they are to serve
as such without bond. Should they die before my death, or renounce or
refuse to serve for any reason or die leaving any of my estate
unadministered, I nominate and appoint Harold S. Irwin, Jr. and Roger B.
Irwin as substitute executors with the same powers as are given herein
to my executrices and also to serve as such without bond.
6. I hereby suggest that my personal representative retain the
services of Irwin, Irwin & Irwin as attorneys in the settlement of my
)
estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
. U':' day of May, 1979.
ll, t!~ () '711 c- J( .CH .,,; "'-'1
RUTH A. McKINNEY ~
Signed, sealed, published and declared by Ruth A. MeKinney, the
testatrix above named, as and for her Last Will and Testament, in the
presence of us, who at her request, in her presence and in the presence
of each other have subscribed our names as witnesses hereto.
(SEAL)
II '
, ').'\''';'1
( \
\ \\'\'1 11'\1'"
L0:-i./'~", ,)r: };/('A~<."'.L~/.:.,..
t'
;
:'
.,
'.
'.
r~:~~: n ."1'1 j ,j-' ;-\,~: !':~': >: r J';' IIi: 1
.':I,!,';,'i "!-,\' IT
w~, RUTH A. McKINNEY
BEmZI A, MO~RI~OH
and SHARON L. SCHWALM
, 1 I J" ;,':' 1, !: ri x ',: ~II : r 1" ':1 j t.: I' ' ".;)
l'(~~,;peL'L;'.r.:~l,.:, ~','L,).',.' i.'lll",', ::!'" ~;ll~ll""d ~() '.111. rOl...~j~(jjl:i. lrJ;;t:'U:':"IIt.,
bein~ r::'!'~L duly S\,T{)}'n) do h,'('r~b.'/ dl~.: I~i:'(> to tll'. qn;l'~r'.;;.'~!~"d
:tlll.hart.:: lh'!' l:J'" t,.:;t,.tlrix 31r.::~;'! 'lr.d ,,:.:-"I'u1.,'d l,h,' lli;.~,I'l_WI':IJt.
as herI,'.~r)L \,r\ 11 ;l.nd t:~I:1L she had ~; !:":l"c] '..:i II. 'I1r~1y) nne! Lh;!.', she
execu1A!d 1'L a::: her ;l'eC' ;lfld volunL;)!'.v 'tl:l. "(')1" tht~ pU~PO~i(~~j thf'!'01n
expr'es~eJ) and Lh'-it. l.:~3cl1 of tht". ~.ltt,;jP:;~;":-'., i.n tile :.:.'r'(>:Jen'.~0 and
hearlng 01' the' testatrix , :, i1.~n(~d Lhr' ::.ri. J 1 ,'VI a \.,'1 tne:,s and tlFl.l.
to th0. bes~.: of' ~.h,:-.!Il" l<n(H'l!0dr~~ ~.hi' t,("~:-'1.:11rix wa~) c.L tl'nt ll!:l~
eighteen ~,,~:!t.:; (r :!P:p or' \J'Ld'-~r', r-,f' ;-~,.,tn,,! mind :.lr)d ltnd..!, '!,)
"OII~il.l"!11It ul' j!lduJ' .i:ll1u'.~rj{'l~,
~j2J1Lc-_L~,___.._
RUTH A. McKINNEY ~
...n~.CL..\1jCL\_ilJ':~"1.I___.___
BETZI A. MORRISON
>J~tZ4.Hy_d.xJ.J.:..<'/.ahz,-<
SHARON L. SCHWALM
i;or.mONI-IEAL'J'H 01' PENNSYLVANIA
ss:
COUNTY O!' CU!'B:CR'JIt!D
SIJb~3c!'jhr~d) S\"l01'n to and ack:;o',.,lnd!~0r] t,"fn!'n mr~ by
RUTH A. McKINNEY
, thl' jJ'~;~.'!'.rix , and ~~.ubsc!'l.b(~d
and S\'[rJ:"-, ~.',) ('";'01''' tl;f> by
., ;'I_no
BETZI A. MOR~ISON
SHARON L. SCHHAL1I1
, ~:: J 1:;' ':_;:;i..~::, ~.:1 ts l.. 3~
rJ:I:I 0 r
May , 1') 79.
r3.~
r. Po, W.\'I::. ~;jl^;\'{ rUl:lIC
CARLISLE BUnOUGII, CUi,WElllAllD COUI/TY
)lY r.llMMISSION EXPIRES OCT. 3, 1980
OATil OF SUIISCRIIIING WITNESS
MONWEALTH OF PENNSYLVANIA I ss:
COUN F CUMBERLAND
.D.,19 ,
ounty of Cumberland, in
This day of
before me, Register for the obale of Wills and granting lellers of Administration in and for sai
the Commonwealth of Pennsy ia, personally came
Ihe subscribing witnesses 10 Ihe foregoing insl
late of
according to law, depose and say, that.
present, and saw and heard the testa
sig , eal, publish, pronounce and declare the said
instrument of writing as and for h
Testament and Last Will, and at the lime 0
was of sound and disposin md memory and understanding, to the best of
knowledge, observatio d belief.
and subscribed before
Register
AFFIDA VIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA ~ ss:
COUNTY OF CUMBERLAND ~
Dorothy M. Rice and Esther M. Smyers
being duly
Ruth A. McKinney
sworn
says that as nearly as can be asccrtainerlthe said deccdent
died on
Friday
6th
80
A.D.,19_,
at or about
tbe
( ~ rCJ
day of
o'clock, .LM.
June
SWOI'n
and subscribed this
November
r . /) .
,,'\ ,~y{" < i11, II' ,- ~
DORO'l'HY r'l~ RICE
13th
day of
80
19.~efore
~(I
)
~.,;..,-/.I.','",_ ':-,7' {'
. ." . /J~."'_.'" ,,f...... fl..-"
ESTHER ~1, SMYERS'
/If!~~;d
Register
"''\8
~'-"
..
. REV-449 (8-78)
.*
COMMONWEALTH OF PENNSYLV ANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERAT;ONS
~::2I-LI'/) '72,~-
RESIDENT DECEOENT
COUNTY OF _GU~!BERLAND
IMPORTANT,
Thitt return Illust h(.' cllInpletcd in dClnillllld fdclll1l duplicate, "it" :"1 Olltlld\l't1, wilh the Register of Wills ,-.r the
County where decedent (l'slllcd. Rcllun IS ll11l" within nlllC llltlllths ilfU"r dale uf Jt~alh. unless UIl extension is granted
by the Sccu-'t:HY of HC\lClIuc. IScl,."tioll 7tH l,r the tnhcrilillll.;:c allll Estate Tllx Act of 1(1t.1.)
-
IN TilE MATTER OF TilE I~~TATE Ill'
1 AFi'\IlA V IT OF
Executors
'J 1';U<l\I!'I'Il111
:Gj}~V,o:w,.j)t.tr.Il~
!lJtlX\\('IAW;,lAxl1!k
County
Ruth A. M"K1nney
ISTATE FULL NAME OF DECEDENT)
Lefe of
Cumberland
Pennsylvania
Cumberland
}."
State of
County of
Smyers ~=.thy.....M.....Rice_,....lS'U~~!mt1l/Wll(
of the oltalll of the obO"'C1~namlld daced.nt baing duly SWOIn, dopose and say
Esther M.
X&lio;~x.?\*
Decedent died
h
. 19 80,j Q('Xox.l'lIl'J(1l(g)(>l'l*K~ltJl:N>)(!(fll'k'J<!>l'lI(!ltJt*lII!'I'X!Jt'" }
~'J..I~ex
JunE>
{MONTHI
Nom' and add,... of ottarnay or }
oth.r authorized ,epreunlatlve to whom
all correspondence .hould be moiled.
Executors
That as suchXX~~~~x~jcpollent is f:ul1ilinr with the affairs of said estate and the property constituting
t~tilliJ;mx'>X>~"rjf%t..\yNt~.'X
the assets thereof and their fair market value.
(DAY)
Irwin. Irwin & Irwin
~~ South Hanover Street.
Carlisle.PA 1701,
That at the time of death thcre was no safc deposit box registered in decedent's individual namc, or jointly with, or
as agent or deputy of another, or in decedent's individual namc, with right of access by Rnother as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLiJERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules - of this return,
with the exception of the following, for the reasons hereinafter set forth:
That Scher/u/e A attached herelo and made pari hereof sets forth fully and in detail al1lhe real property
in the Commonwealth of Pennsylvania of which decedent died having <In interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and hook and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of deeedenl.
That Scher/u/. B attached hereto and made pari hereof sets forth fully and in detail all personal properly
whcrcsover situated owned by the decedent at the time of death; all muneys left by the decedent at the time of
death, whether in decedent's immediate possc:o::sion, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if uny,' down to the last interest dllY prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes Ilnd other evidence of indebtedness of the United Stales to the dc~
cedent; all obligations, whether by stalute or agrecmt:nt they arc designated as lax free, of the United States,
or any state, or political subdivision thercof, or of any foreign country, which an: owned at Ihe time of death;
all wearing apparel, jewelry, silverware, pictures, hooks, works of art, houschold furniture, horses, carriages,
automobiles, boats, and any and all other personal chaltels of whatsoever kind or nbture, left hy decedenl,
together with the fairly estimated market value Ihereof; all bonds and mortgages held by decedent and of all
claims duc and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving thc face valuc and estimated fair market value thereof, and jf such estimaled fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as 10 cach item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid us of the dale of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securiti~s owned by the decedent at the time of death, with the market value Ihere.
of at such time.
,
In the case of securitles of close or rumtly corpc.rllttons, the vnlues rt~Jlortcd llrt~ as far us
posslbh! suhstnnt1l1tcrl lJ)' ftunnels) statemonts of' t.he corporut1nfls, shO'fdllg I.h~ asnf."t,s unrl l1uhl11ttcs
thl.'rcnf liS of the rtltte of dt!llt.h. The selHHtule uIso sots fort.h t.he Interest of deccrlent nl the time of
dlHHh In tiny cn-purtnf'rship or huslness, 'mil In stlppnrt. ell' tllf' vn)llP Ill' slIcll Inl4~rl'sl there 1s llImcxerl to
snlcl S~hPllllll~, f'Jnllndnl sl.ntemt!nts Showtll~ thcnsscts unclltllhJllt.les 01' sfltrl co-pttrtnershlJl or huslncss.
A (,of1~' 01' tlu' c()-J1flrtflt~r~hIJl uRref!mt!f1t, (If orll1, It sltttclTIlH)l sf'tl.tn~ forth Ull~ Il!llure of thl! 't.'!.rl~Hmcnt)
tog.'tlll'r with n stfltemflnl settlll~ l'ort.1t the Clulrllcl.er of 1111' hllstlll'SS, Its Incflt.lllI1, unci tiuch other fnets
pt'rlnlnlng, t.n tlu~ h1J~I'lf'ss tiS mfl~' Ilf' llt'rtlrumt 1.011 f'nlr 1111I1 .IllS!. llflprnlsul of' t.J1I~ r"~cl~llcnt.ls interest.
lIu~r,!ln must I~Sllhmtttl'rt. It should nlsll set f'ort.h In 11I!mll.l!d f'orm, t.nl!.,~t.hcr wltll thf~ fnir murket. vulue
thl'l"eof, RllY other }lI"OpCI"t.)' l)wlIf>fi or hCflucnthcfl h)' I.Ilf' dr'et'dt'nl. nl t.ht! L1rn.~ nf' flr'/ttllo
The Scf>f'dulf' C l11.tnctwfl hpret.o IlTlff milch! purt. hr'renf' sf~ls f'nrtll II l.rup Ill1swer to each inl}uiry
ctHltnlJmd lI,,!rl'ln t1.nd In t.llt! cttse 01' trunsl'ers f)rllrnJlert~', relll ell' pt~rsf)Hnl, within t.wo ycnrs of decedent's
dellth, In contemplation of' (Ieccdl'nt' s denth, or Intended tu I.'lkf"! cf'f'(-'r.t In possession or cn.loynumt. at Or
after lh~uth, snltt sctHldule Sf~ts forth the nntur(~ Ullrl Vltllll' of sHch property, 1.0 whom trnnsferred, t.he
relationship of the trnnsferees to the lteceflmlt, llle Ilroportlonute s)JIlre r(~ceivecl bS each transfereo and
all other facts of a IlortJn(!nt nature rp~ardln~ sullI t.ransfers. In tlw Cflse of tl"tmsfer5 lntenderl to
take ei'f'cct in possession or cnjo~1Tlent. ul or after rl(!llt.h, there is nl50 IIUuchel1 to the schedule 11 COllY
01' the deed, t.rust agreement or ot.her instrument crellttng t.he trust. Therl~ Is nlso set. forth in said
schedule n list of all propert)., reul and personal, with Its vullle, which JlfH.;ses at decedent's death by
virtue of the exercise by decedent., either indivlrhlfllly, or Jointly with Imother, or lUlY flower of appoint-
ment. vested In decedent, either inrtivldually or jointly, u~' the wlll, deed, or ot.her Inst.rument of another,
with It cop~' of' the instrument creat1ng such power nttuehed t.o the schedule.
That SChedule 0 nttnched hereto nnd mlule part hereof sets forth the nnmes nntl addresses of nIl
persons beneficially interesled in this estlLte at the time of decedent's fleath, the nuture of their res-
pective interests, their relationship, if uny, to the deceflent, together with the ages at the tJme of'
decedent's neath of all minors, annuitanls and bencrtctnrlp.s f'or life uurler decedent's Will. It also
contains a statement showing which of' the beneficiaries nfuned in the dt~cerlentls will, if any, died prior
to decedent, the dates of their death, their issue, lUlrl the relationship of such issue to the beneficiary.
That Schedule E attached hereto nnd made a part hereof sets forth nIl propert~., relll and per-
sonal, owned by the decedent jointly with anot.her or others, inclurUng intangible, standing in the name
of the decedent nnd others, plus the date Rnd plnce of record of instruments effecting the \-estiture of
real estate and the date of acquisition of personnlty, plus the name, adrlress I'Lnrl relationship, if any,
of co-owners to the decedent.
That Scf>edu/~ F attached hereto nnd made n part hereof sets fort,h full~. and In detail all debts
and deduc tions claimed for and on behal f of thi 5 deceden t t S es ta te. inclurl1ng funeral expenses paid;
f'uml1y exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burilLI trusts, tombstones or gravemarkers, and reli-
gious services, 1n con'iequence of the death of the decedent.; debts anti claims owing nnet nnpnin at time of
death; taxes accrued chargeahle for period prior to decedent's denth (except those allowed under Section
651 of the Inheritance and Estate Tux Act); together wit.h a statement of collnteral pledged for obliga-
t10ns, if any. It is agreed that the fiduciary will present proof of said claimed oblIgations upon re-
quest, tha.t if the amount actually paid 1n settlement of 8ny fee, commission or debt is less than the
esttmaterl amount claiming and allowed, that the same will he reported tc the Register of Wills, and that
the amount of tnx llssessen cnn be renssessed in ll.ccordlUlce t.herp.wl tho
That th(' totnls of the approprlnte columns in Scherlules "A", "B", "C", "E", nnd "F" ILS directed therein,
hllve llocn carrJed forwnrd and properly registered in the Sumnmry.
t!::__tt6_.~ /'J/. --dl.,'H-7~-r____
..~e~~~~~~x
...R,.....D...,.2,......................._...........,.........,~~!'.:=.: utorE
(Street Number)
.G <iPcll}!;P,$.,P}I...l.7 3?!t............,."......,.....,....,
(City or Town and Sf4te)
SOTI~: Det~ore si.l;nlng affidnvlt muke sure nIl hlank splices in the Ilfrld8vlt anti schedules annexed nre
f1110rl In wit.h detnlls or t.he word "None", llud Ira Cllse the asset.s inclllfle rure 811rt unllstc(\ securities,
securJ ties or close or t'amlly corJ1orlltlons or nn Int.erf~st in uny co-pnrt.ncrshlp or bUSiness, thnt the
ftllttt 11IHI stnterr.ents requlrerl under the pnl'ugrnph nhfl\'1! re~lltJng to Schf~dul... "n" art~ llttncherl. .\1so make
cl!rtfJln that coltunn #1 in the "SuImlnry" hus been ~lroJlerly completed IlS nho\'e-dlrected.
Subscribed and sworn to before me this ................................
,J!
,
................_....~.....~,
...... day of .....t .:,"
.:...'...:.:...... ...,.. ....... I9.3D....
( : (~
.//[ ~/ '-
/ ;":j~~:;.\
r ,)
/.'iiC"':;,,,,;;..:
.-./
/
..;..,,(..
(
. RCC..34-14-731
. COMMONWEALTH OF PENtiSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DEC~DENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of morlgoge encumbronces upon eoch parcel ot death of dece.
dent. Property held by the decedent as tenant in coml1lon with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by cntircties should be reported on Schedule "E.")
The rial properly located In tho Commonwealth of Pennlylvanla should bo (1) (2) (3\
described by lot and block numbor, sUo., and I'root numbar, tog~tho, with DEPARTMENT
a genorol description of tho property, with a rof.fance to tho record of tho ASSESSED VALUE VALUATION
conveyance by which tho decodont took tltlo; If a form .tn", numbor of o. FOR YEAR OF ESTIMATED CAUTION
eru; aha I'otlmont of morlgagll encumbrance. upon each parcel at death DECEDF..NT'S MARKET VALUE (Do not writ.
of dlcedont. Toxe., all...montl, accrued Inter..t on mortgages. .te.,ore DEATH In thl_ spaco)
to b. listed on Schedule uFIt and mUlt not b. deduct.d from this ,chedule.
NONE
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
N~
.~
,
R.EV."~1 (e-7U
*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "8"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclusc all tangible and intangible IlcrsclIlal pmpcrty lIwncd indivhhmlly by the
decedent, at the time of his death. Property uwned by the decedent jointly with another Of uthers must he listed
under Schedule "En. Int,lI1gihlc pertioUltl property, titled in the mllltc IIf lhe lIcccdcnt, hut pilyablc ill dC:'lth III another
or others, including bUll1nt limited to p,n.u. U.S. S.lvings Blinds and tentative trust tlCCllunlS, must he listed, despite
the fact that they ;He not lIf the lIdminislcrcd estate.
Tansible persunal prnpcrly shnuhl he listed first (c.g. jewelry, wearing apparel, htluschnhl goods, and
furnishings, honks, Ill.lintings, automobiles, bmlls. etc.)
Intangible personal property, such as hoods, trc.lsury certificates, cash on hand and in bank, stucks.
mortgages, Iltltes, together with accrued interest or dividends, salaries ur \\'i1ges, insurance payable to the estate or
fh.lucinry in said capucity, partnership interests, interest in any undistrihutcd estate uf or income from tiny property
held in trust under the will Uf agreement of ,\I1other, e\'en thuugh located uuttihlc of the State, at the time uf dcuth,
should be listed in this schedule.
Item rmM UNIT ESTIMATED DEPARTMENT
No. LiSl aod describe full)' VALUE MARKET VALUATION
VALUE (Do not write in
this space)
1- Church of God Home - Refund $ 2,310.00
2. Dorothy Rice - Sale of Furniture 590.20
3. Prudential Life Insurance Co.
PolicY No. 109-577-970 602.40
4. Belvedere Medical - Refund 477.20
3,979.80
Insert this 101011 opposile UPcrsonul Prnpcrty", Schedule "B" in XX .3/ 11'/, f 0
the Ht\S Reported" column on the last page of this return. --Y-rpG
,
RCC- 36
~~~
,~;!
W'J' t\
I,'..,. "":<f.,~"
..l"'W~,
CI1\IMn~'NE,\I,TII 1)F I'E~~SYJ,\''\~JA
TlU\~~FFIl J~HEnll''\~CE TA~
SCIIEllllLE "c"
'I'll \~"FJo:IlS
m::s I \lIo:~T m:CFIIE~l'
(1) Illel tlceellcnt, '"Ithlll t.wo YCllrsol'tlcllth, lTlllk.' nll~' lfunsl"cr (It' IltI)" n1/ttf~rlul purl 01' hIs estllle, wlt.hout
receiving U vlIluuhle lIucI tuh~IIUfll.e (~ntlstl"'rHt.l()n t1l1~rl!thr'! (,\IlSVo'{!f ~'cs or no) ye!=;
(~) IUd. Ih~cc(h!IIt" wi t.hln two ~'eltrs 01' .Ienth, trlll1sl'er property l'rum htmsel f' to htmsel f' /lncl IIl10ttwr or
others (1l1cll1ctln~ n SIHlllSI~) In .tolnt uWIlPfshlJl? (AlIsWt'r ~'I!S nr no) ves
(:1) If' the ullswer to (1) or (:.n uhn\'<" Is III the Ilff'irmllttve St.lltl~:
(Il) A~f! ot' dt.~CI~r1ent III time! nf' t1'/UlSref 14/75
(b) Stllte of decedent's helllth ul tim~ of mllklllJ; t.he t.rllnsf'cr. (Nut.e 1). Had cancer
(el Cause of decerlp.t1t's 11,mt.lh (Sote 1). Metastatic Sarcoma
(4) IHtI deccdent, in his lifetime, muke IHI)' trnnsf'cr (If proIH'rt.y withuut recetvJn~ 11 vuluuhle or ncltHllllltc
consttlcrntlon Lhercf'or which WAS to t.nkl1 effect In possession III' en.loyment nt or nfter hts rlenth?
(Answer yes or no) No
(n) ".ns there finy posslhtlit)' t.hnt the proJlert~' trunsferred might return to transferer or his
est.fite or be suh,lect to his power of disposition? (Answer yes or no) no
(h) Whllt was the trul1sfcree's nge I1t time of decedent,ls denth? N/A
(5) Did decedent. In his lifet.ime make Ilny transf'cr wi tho\lt receiving II vul U1lble llnd adel}uate consideration
therefor ~mlJer which transferor expressly or Impl iedly reserves for his life or Rny period which does
not in fnct end before his denth:
(n) The possession or enjoyment of or the right to income from tht' property transferred?
(Answer yes or no) no
(h) The right to designnte the persons who shall possess or en.toy the property transferred or
income theref'rom? (Answer yes or no) no
(0) If the answer to (5) (b) above is in the affirmative, stule whether t.he right was reserved in decedent
nlone or others N/A
(7) Did deceflent in his lifetime mnke II trnnsfer, the consideration for which WRS transferee's promise to
pa~' income to or for the benefit of Clire of transferor? (Answer yes or no) nn
(8) Did decedent, Ilt llny time, t,rllnsfer properly, the beneficial en,Joyment of' which was subject to change)
hecltuse of a reservell power La nl tel', amend, or revoke, or which cOHld revert to deccllent under terms
of transfer or by operation of law? (Answer yes or no) nn
(0) If the anSwer to (8) above is in the affirmative, was the power to nIter, Ilmend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent anet others?
(Answer yes or no) no
NOTE 1: The answers to these questions should be SUl'porterl by affidavit hy the attcwting Ilhysiciun as
well as 11 copy of the death certi ficate.
SOTE 2: If anSwer to any of the above questions is yes, set forth below n description of the property
transferred, it' 5 fair market vlllnc nt date of death, dat.es of transfers !lnn to whom transferrect, with
relationship of transferees to decedent, if nn)'. Submit copy of nn)' trust dee(l or instrument, if' truns-
fers nre claimed to be non-tllxnble, also submit detuUCft statement of fuets on whtch suid claim is hased.
NOTE:): List n}lplicnhle property below in manner in which provirlerl In Schedules ,\, D, or E.
ITEM
UESC\\IPT ION
ILIRKET VALUE
(Ea Urns ted)
DEPT. V,\J,UATION
(Dept. Gnly)
1.
CCNB Mt. Holly Springs
Certificates of Deposit (6 mos.)
#18550 -opened 12/03/79 ($16,700.00)
Reg. Ruth A.McKinney or Dorothy M. Rice
June 2, 1980, CD cashed with $8,000.00
going to daughter, Dorothy M. Rice, and
$8,000.00 to daughter, Esther M. Smyers
Balance of $1,630.56 retained by
decedent, Ruth A. McKinney.
$ 17,630.56
..M..t(.o:U~ 1&jPr./
&-\..u,t!-yJ - db.cLLh.,cl~
/1>U>?U'(f fu-m --=W i
~u....u
2.
CCNB - Checking Account No. 071-000447-4
Reg. Ruth A. McKinney or Dorothy M. Rice
Opened 07/12/78.
3,406.63
3.
CCNB - Savings Account No.
Reg. Ruth A. McKinney or
Opened 07/12/7 8.
071-115557-2
Dorothy M. Ricp.
1,488.29
TOTAL
, 22,525.48
Insort this t.otul oJlJlostt.e "Trnnsfers", SCllcflule "C" In the
"As I\cported" colllrrDl nn the last pl1~O of this return.
.1.; :n..S'.'f'J'
...2'~
REV..453 (&..781
COlL\IONWEALTIt OF PENr;SYL\'A~IA
TRANSFHlt INIIERITANCE TAX
RESIDEI\T DECEDENT
BENEFICIARIES ANIl Alllml;SSE.~
(State full nlimc~ and ~ujJrcl<oSCS or uti who
havc isO intcrest. \'cJ'tcd. ~c)l1tin~cl1t or other..
wise, in CSI:,l.c)
DOl"othy M. Rice
R.D. 2 - Box 154
Gardners. PA 17324
Esther M. Smyers
R. D.2 - Box 78
Gal"dnel"s, FA 17,24
14ax R. ~lcKinne
Briektown HJ
,~
,:l\. ~ ~i>'
~r"'l""'~'
<f""~-')
',Y>' "" "'II!.
~,~_Jl.-~:_\,..;'l>' .J1~'.4.
'1.1;,"~ '?-...::~.r:' ':'~~
..1;'''''f'",~-,-
SClII'nLU, "11"
BENI 'I '\(,l\IU I:S
RELATIONSlllP
(If st~p"fflHcren lIr
i1!t'gitimatc childrl.'ll
arc invnh'cd. set
forth this f.jet,)
l-
I Daughte.r
i
Son
I
I
\-
SlJ}{\'I\'FIl
m;cl;!J E:"' T
STATE YES
01{ 1"'1)
!J\II'
OF
Jl1Rm
I:O<TEltEST OF
BENEI:It.'IAItY
1:"1 EST ,\TE
ht..e r
f=---r~ !' ",old"'
I Yes: I 1/2 residue
.J' \ J'
lyes +..-.--~. 100.00 Cash
I
I 1
I I
'i--J
I
I
1
_L
I
I
I
I
I
I
I
I
I
I
,
~
\
-\
\
\-
.\
\
,
\
--..--.___1__-
-~-_.-,._--_._~- --
Deponent further says that 011 the above~nomcd beneficiaries arc I iving at this time- cxcept below:
I
I
NAME
...,....... or ........_..""1
VI"'''' . L"or",""""
i\;:::;IDENCE
~
:; III .
:"3~ ;-;
:0:
'" c:
'c ~ E
.. CJ :s
.g"C.o
.... E ~
l 8 :
E:_'E
:l II': -
U :s ~
~ E E..
...: CJ
!::! ~
Real Property
Pcrson;t1 Property
Transfers
SllM~I'\I{Y
(S~h. HA")
(Sell. liB")
(Seh, He' ')
rrross Tnxablc Estate
~ f- ""
~ Z ~
., UJ '"
" :::E . ....
~ ~
UJ ~
'" " I/l ...J
- Q C .0:
.-: " VI
c:: :;;:
c.. ~ 0 .S
c.. 0 (J) E-t c 0:
C 'tl . 0-
" .-: a.>UJ C C c: > 0-
0<: !!: O<:f- .... 0 oj ;;, .0:
0 f- f-.-: '"
- ""f- ~ I/l ..... c: Q
Z c: f- t.> C .. c: :z
0", ~
~ UJ ~ .... (J) Co .0:
lJII 0 ~ .0 '0 l-
t.> g 0:
.~ c:: c,; .... ;oj 0
UJ 0 U 0-
I- .c: . w
:~ "
f- oP ~ ~ 0:
;oj c:
.-: ~
:::E 0:; " ::-
-3 ~ c: E
:-::~ ;; " !J
:::1< c: U
..J U
$
(1)
(As Reported)
-0-
3.979.80
22.'52'5.48
$
$
$
$
$ ~,.5~5...2~
(2)
(As Determined)
$
$
$
$
$
$
RcC:-J1J
COMMONWEALTII OF PENNSYLVANIA
TRANSFEIlINIIERITANCE TAX
SCIIFIlULI' "1'"
WI:\'!'!.\' O\\';\;F1l PIWI'Eln\'
".
~.. ,~)},
:r' ~ "
_< ,;' Ii
"',.~..;-
RESIIlENT IlECEIlENT
INSTIU1CTI0;'\.1S: This "'l~hl'dllll' mllst disci use Itll propl'rty, rl',d ;l1l'1 11l~I'sl)lI"l. ~1I'r1 hy lilt.. d(OI'I~dl'J1t .lotlll.ly
~'llh 11I111111,'1' IIr ullll.r.... ilWlllfllll~ IlllUIlJ.:.lhll!.;;, Slt.ndlll~ JII till' n:II1I" 01' Ill!' d"I~('("'lIt Hill! ol.hel'S. l.lst
rl'al l'sllIll' I'll's!.. liS (!Illirt.t!l's, (II' .IoInl tf~llllllts, p;l\'ill~ hl'tt.r dl'se:-Illfion, It!> indI4;Ilt.t.,t 111HI(!r Se"ccfult~
"A", pills tile IIn!.t! 111111 Jlluce (II' rf!cord ot' IIl~t.I'lllnl~1I1. t~IT'..!ct.lll)!; \'t'sllllll"~l 111I!. Ihl 1101. incJlIt:e t~nltrctl~s
or tlut ol' statl' r,'aJ ,.stllt.f-' VII)lle in estul.e \'111IIU1.111I1 t:tllll11l1l. J'I~I's(ll1ltl pr(Jp~l'l.y should he llst.ed liS in
Sch(>c1ulc "B", pillS IllIll~ nl' HClluisltlon, IlIlll tlw nlllll", aciltrl'ss alld r,'latiIIIISIIII' (iI' flny) or l:o-owners to
t.he (h~CHt'l!nl..
DN;erlpllnll 0(' Prnp(~rty, Unl.n of' Acquisition, Sllml~
,\tltlress IUllt H(Ollltlnnshlp fit' Cn-Owners, nnrl Plllr:l~
01' HI'curd n(' IllstrumPlll., wherp HINt! l~sl.l1te.
::>< '~'I'" ~'.i:X0~m' '. ^%~/~0X./>:;. :(0'{i ~~%8:::;g.x,;'>"'>">>@3)>1*,:$,<-:::<,':~'
. :XX ~ '. 'X x/V. <;/;/,.r,~ ;;.-:....y/-////.X . /: <YS'';<'X
. x XX' '. ""'7;><' " "v~oj$ ,;.///719> >/b',c,(,,, ^ ,), .
. Y' ^/.'"' ,(. ph...... 1'..>(;.'/</ ./\/'o"';""'"./'~/" ..., .. .
:xx:
<:0
&
NONE
t'lll t.
VlIhlP.
DEPAHTI,IEST
C,\lJTJON'llo
111 This
\~r.l\w of
I~n tI rc
Propert.j'
.nJue of
Decedent.' s
Interest
JJ(~rC'!IIt.Il~e
Shllr'~
Esl./II.I!
VnllJllllnll
V,\UJATIOS
not Wrl t.e
co 'ICI'.
Insert. this tutul opposite ".Joilllly O\\'Jlcl1 Prupl!rl~i", SCII.!dulp "E"
in the ",\s ller1orl,cc1" C()ltll~l on the Inst J111JZ;1! 01' tills rf..'lurn.
NC'11..L-'
~
I
11
II
REPORT OF IHHERIT AHCE TAX APPRAISER
.
RE.....464 la-781
. .
Cumberland
;>1_80_072';
June 6. 1980
County, Number and Name
File Humber
Ooto at Death
Estate Name
McKinnev
(LAST NAME)
Ruth
(FIRST NAMl:J
SUMMARY
^ .
tlNl1lALI
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
I, tho undo..igned duly appointed Inheritance Tax Approiser in and for the County of Cumberland
Pennsylvania, do respoctlully report that I have approised the real and personal property as reported in the foregoing return at
the values set lorth opposite each item in the lost column to the right in Schedules "A", "B", "C", and "E".
Doted:
February 11, 1981
..Jt'h ,,,',) ) .,i'f~ Il /J Hi)
INHERITANCE TAX APPRAI!:>Ek
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register 01 Wills in and lor CumbeT'l "no County, Pennsylvania, do respact-
fully fcport that I have allowed deduction!. in the amounts claimed by deponent, except os to those: items where a greater or
lesser amount is set forth in the last column to the right in Schedule "Fit, which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
INVENTORY
Real Property (Schedule Al
Personal Property (Schedule B)
Joint-Held Property (Schedule E)
Transfers (Schedule CI
TOTAL GROSS ASSETS
Less Debts nod Deductions
(SCHEDULE Fl
CLEAR VALUE OF ESTATE
VALUE AS APPRAISED
S
o
22,525.
2 50.2
Valuation af life estates or
PRINCIPI..E
annultles.....................- $
~
ESTATE TAl( ASSESSMENTS _ S
FOR USE OF REGISTER ONLY
Tax an $
Tax an S
Tax an S
Tax on S
Tax on S
Exemptions
Total Estate
~
C= ~~
~'~
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tox if paid within
3 months ofter doath
S
S
s
BALANCE OF INHERITANCE TAX OUE
Add inlerost at rate of 6% hom
to
AMOUNT OF ESTATE TAX ASSESSED S
Estato tax paid S
BALANCE DUE
Add Inlerast at rote of 6% (rom
to
Rt:GISTt:R of WILLS
I ADJUSTMENTS
OOE (HARRISBURG USE ONlYI
00+
10+
20+
30+
REMAINDER APPRAISEMENT 'CODE
4()'
FACTOR
VALUE
I=<
~
COMPUTATION OF TAX
S
S
S
S
\
\
(-) As ovidenced hy Charitable
Exomption Certificates luued
by the Secretary o( Revenuo.
s
s
t=
S
S
t::
S
S
TOT AL T AX BALANCE S
PAID S
Supplemental Codes: (FOR USE IH HARRISBURG OHL Y)
4B-Adiustment
49tAdjustment
56-Annuity
6O-Lile Estate
92+Remoinder Appra;.al
93_Remainder Deduction
FOR USE OF REGISTER OHLY
93C-Charity
94-Remainder Re,idue
96_Success i ve
Li Ie Estate
ADJUSTMENTS
HOTE: Where s.ubsequcnt adiustments arc made to the above computation of tax by the Register of Wills for proper reason
same should be noted below, with short explanation. "
92+
93-
..J
-<
'"
~ -
... -<
!- u 0::
. ~
z . 5:
u
UJ u -<
::;; u "
~ c '"
" UJ 0
" '" " z
;... - > -<
-< ClJ 8 -
....
I 0:: U. s:: '" !-
c.. s:: s:: c 0::
c.. 0 ..-l a c 0
~ "
!:: -< I.:.l :>:: lfl c.. c..
UJ i= !- " s:: UJ
i= ::r:: u. -< ::: ..-l '15 0::
0 ?i L- a !- .>: -5
'" "
z U. I.:.l ct: ..... ;;
0 0 "
0:: .c ~ ;?;
~ ..., " c
UJ ::l .... ~
~ !- 0:: ~
::> ~ E
!- c
-< ; ::l 0
0 u
;I :2 " U
..J
n
n~
~;l.'
_..~
tn,
''''0
:T1~..
r-"T}
......-
:i:r-.
.:::;.:.;
'""\,.A
~~ :~~
";,
g5
2i
-<
-
w
'"
"'M
Mn
C>o
U;'"
.,0
~ . I'-r'l
'':'19
,',":,"1
l~
o
~
"
~.
m:::V.457 0.80)
COl<IMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
..~
, ,
. , 1
Estate of
Ruth A. McKinney
File No,
21-80-072<;
County
Cumberland
Date of Death
June 6. lCl80
In the event thet any futuro Intere.t In this estate I. transferrod in posscuion or enjoyment Co collatoral heirs of the deced.nt .Uer the expiration of any
ntate for life or for year., the Commonwealth hereby expressly roserv8S the right 10 appraise and 81.055 transfer inheritance t1xes at the lawful collateral rate
on any such futurelnterOlt.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
None
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "8"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . ,
4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
3,979.80
22 25.48
None
TOTAL REPORTED PROPERTY 6 50 8
2, 5.2
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY None
TOTAL GROSS ASSETS 26,505.28
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby ccrtify Ihat thc above appraisemcnt is made in conformity with Pennsylvania law and has been filed this day
with the Regi,lcr oj -';liI15.
m~"/d dt.f~Ji,}~j)
APPRAISER
02/11/81
DATE
~ ~ .....
~ ~ 0
Z I>l ~ .....
0 >-
I>l P'l 'd
'" [;j
;l .....
..:I III I-<
< ..... III
- ltJ 1
u z .... .:t N
- ..... lI'
I"- 0 ~ <.) .....
I"- -
0 ~ <.)
~ l"- e
I"-
1;; 0 '" 0 z
- ~ '" >- ... 0 0
0 i e ... ~ ... ~ z z
:j fS ~ ::<: ~
z z 0 u ~ ~
~ ~ '" ~ 8 0 ~
~ 0 '"
COMMONWEALTH Of PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
!':s_tl1.er' l'k.SlllY_eI'lL&. DorojJ1Y, ),1. Blcc
_~_ __ _u_'~H __ _'_____ __. '_'___'_'~______'____'_______
being duly __-sl1orn.. ._. _ according to law, dopolel and laYI that th'll - .a="thc_~~ll<XV<X:I~jl\-_
.aocx<<OC_-Excc,utor.s-..,.. ,,' of the Eltato 01 Hu tll ^. l>lc l(lnllcy.
lato 01 nil' ki n~()n Tmlll~h j p ,---, Cumborland County. Pa., dO'i!~'88J'e~ ~~ot tho
within il an invontory made by ,Esthe.I.' _M." SmyeJ~'l,,_&.porC>.!J1y(\1.,JU,cc, the laid rXOOX~~}lX<X:tOXG::
of tho entire esloto 01 .aid docedont, conlilting 01 all the porsonal prop.rly and roal o...to, oxcopt roal o.tato outsido
tho Commonwealth 01 Penn.ylvania, and that tho ligurel oppolite oach item 01 tho Invontory roprelont it'. lair value
al 01 the date 01 decodent'. death.
J\,'/\;-tL~' h....
n'
1980
c9/~{..v 7.", ~7..-'-<A---
IiJ.t.;::o!j '7?l_~e';'d
)~x.~<lt4! .l!'.'4il\IJliIlG4IOK
~iXl{~X~XJXg;
}7iJ.CH~Executors
Sl10rn
and .ub.cribod beforo me,
1,'2.", t7{)
/.
C" :' r
.--....
/7
')
c,D.l.L.
.H. .,D.._2..____
!!aI':"~J.1ers, PA
1"/324
Addr."
MY C0"'d',:I:i:.i~;1 b,;.j,I..::' L~j J, l~~.' .
Day
June
Month
1980
Y..r
Date of Doath _,__
6th
.___-0
INSTRUCTIONS
I. An inventory mUlt be filed within threo month. after appointment of personal reprelentative.
2, A .upplement inventory mUlt be filed within thirty daYI of dilcovery of additional assets.
3. Additional .hoetl may bo attached a. to personalty or realty
4. See Articlo IY. Fiduciarie. Act of 1949.
I J I I
i I
I J
, I
i .Q ~
>- ~ ~ ,;
"
'J) I- w ~
~ a: I- ~ ..
w <( " 'M
~ 11. I- '~I u
0 0 Vl " " '"
w w C '" H'"
:J: a: " ~ .. H~
~ 11. ~ 11.
~ Z I- -' U. 0. :1 .. o'j,l' ,~
-' <( 0 ~: 11. ::i 0
U. ~ < .=
~ I W 0 <( w ,;. ~
Ii > z '" ~<(
"I ~I -
z 0 C 0: ."
~ :.1
0 Ii Vl z 0
a: .c:. U "'
Z w <( dl ... ~
.jJ' H
11. ::;1 -0
c
n::] ..
I - -.::
0 " ..
..c .-i
" E ." .... -
- ..!! 0 ,~
i .. ~ 0 ::-.
-' U u: CD H
n cD
"r- :tJ~
c::fTf 0
-t~'l.! ro("l
fn~ :z: '-">0
ro' ,=> U1:;:1)
:1:1~ < ...,t:l
.,.P1
r-"tJ ~ 'lie
!:x W ;d::'
~--'.
~:;... ';-'}
~: ,'1; "
v
..' ~ -
~~~
- ~ ,.
Inventory of the reol and personal estote of
Ruth A. McKinney
decea sed.
CCNB Bank, N .1\. - Reg. Ruth A. r'lcKlnney or Dorothy M. Rice
Checking Account No. 071-000QQ7-q - opened 07/12/78
Savings Account No. 071-115557-2 - opened 07/12/78
($16 700.00)
Cert. of Dept. No. 18550 - opened 12/03/79 closed Ob/02/tlO
$8,000.00 to Dorothy M. Rice (daughter) 06/02/80
$8,000.00 to Es ther r~. Smyel's (daughter) 06/02/80
$1,630.56 retained by Ruth A. McKinney
Church of God Home - Refund
Dorothy Rice - Sale of Furniture
Prudential Life Insurance - Policy No. 109-577-970
Belvedere Medical Center - Refund
3,'106 63
l,Q88 29
17,630 56
2,310 00
590120
. 602140
477120
I I
I
...._... __ rA __ __ __ --- .......--- -- ..,..,. ~..
~:"Ey.i"ZEX.'::" ". :~:' '.'
~;t.H~i-~" ...,... . COMMONWEALTH OF PENNSYLVANIA.
4 'NO:K000293 .' DEPARTMENT OF REVENUE . '
/t;'!"... '.';: ", OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
II""'" .'
=
If
.t
=
!II
,I"
,
, RECEIVED
1I FROM
ADDRESS
IMn, Intin, Intin, Att ..
44 8. sanover 8~r..~
car1i.le, Pa. 17013
'--esTATE i'NFoAMA;:lci~,i:--M-6:--i980--'--
DATE OF DEATH
FilE NUMBER
21-80-725
sov.aber 17, 1980
lW'1'B A. MalCINIIlBY
CWDberlan4
DATE OF PAYMENT
'OUNTY
NAMEOFDECEDENT
.. ------ ------- ------------ -------
POSTMARK DATE
REMARKS "PAID OW JICCOUIIT"
I
SEAL
RECEIVED BY
--
TAX AT 6%
TAX AT 15%
TAXAT_%
ESTATE TAX
TOTAL TAX CREDIT
1,132.28
m
m
lESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
TOTAL AMOUNT PAID
1,132.28
// ( <<j /.. >~.'L/I..-....J
.' >"<,, ~ / \,~. v v
,/ M.rl9N~T.URi.ewi.
, R8guter of Willa
REGISTER OF WILLS
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilitics incurred by thc decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorneY fees, fiduciary fees, funeral and burial expenses including 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 this schedu Ie.
A family exemption of 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.
C '"C v () > t"'1 > ~
> 0 0 v tfl "
Z ~ n c: v -l Z 3: z [:
- > 9 0
,.. t'1 ;.:: Z - -
Z '^' -l Z
Z t'1 -l t'1
P 9 -l -< '" t"'1 -
Z 0 rJl 0 ~
9 ~ '"T1 '"
o:z:co (") ~ ~
ej 00 ::r ~ 0
'1..... ~ ":\
~ Cl .....ct - ":\
~ .....::r~ " 0 -
." C"'. <.., Ul ::r Z n
~~. ':l :/.f.: \i;'~ 0 ;t> -
~. ~r:: ~ >
... C).}-lo l-+J t""
.;." r-- ~. :1.: ..... PoUl ~
~ -<' a '1:1....0' Q c:
0'. ':1. .., ;t>~8 a ~ '"
u..: ~ , EO ~~ t<l
r~r- Ow !:;glJtl ::r: ~
0:.".... :;z 'co 0
0<5 p:i:
'-'w -:::> [38;:2 ~ z
:::!"" 0 ~'-' l.JJO::=:;' ~
5" 'J SOl -< -<
t'1 t<l ~
Ul
p: > >
;tl ;tl
'tl \ \i
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 datc on wh ich each debt was incurred and/or paid.
4. Enter thc namcs of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each dcbt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*
FILE NO,
. , .,1 ',I' ,,/;(/
.' 1_~"-I.;'Lah:..1 A / L.!:,: f
, ' .-
(~' /1, ':/ "
,/ Ii .;" (' , /, ~i' ".' Ji (/
/.' / - ;';) - /..::>'/_; (!
/~:{,?;/J5r ,d~u~
COUNTY FILE NO:
,/, /.. "//.- /;/',--
DATE
, ,
TO:'" j,;-,'(J-',:'f,.......
,
.;;' I' /{
--~ ',,:( ,l '. ,,'1 "','./ ',' I '-~ / lir_~'
, / ./ /
, , ' -- r' /
..' I 'f'''.-. " / ,j . . "
/';;/"//4 '-"'"('.'/./ /-I/II-'/'~-
ESTATE
""k /
I ~', -'~-:'
//1 /If! /~ ~ ',../,(
,/
COUNTY
,/ ";'/) / ~
DATE OF DEATH /"/':((' If; /'7}tJ
,"J
:/
.'
Appraised Value of Estate:
Real Estate
Personal Property
S
+ :-1 ((I'I.f)
/
," - - ,'".-,
+ ';/} /:;../ ~ - // X
I
._ .- "r:-'
$ / t: t) .,)// .<' ,1
/
I' /'''1 '/ ~
'/ (,,;::";, ~?
/
s // /1/1 ::J;
'/
Jointly Held Proper\ylTransfers
TOlal Gross Estate
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
s /? ////
..-
.j'J
Amount Taxable @ 6% Rate
$ /1' ,.~//l/. .j_~'''-
/
tax due
, ,;; -) ,) (/
$ / 1./=1, "^ ,f
Amount Taxeble @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s / /3:;(,,;)/
/
* * .. ,. ,. .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid bV
Less Credits:
DATE OF PAYMENT
AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$ / / 3.2 ,,~> + S S = s / /3/,;,',F
. ....x,.
/ /
+ =
+ =
/ /-/1-70
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid bV
is
$ / .~~J
;' '>--Jj : I,
"..-'XI ../ /.,j~'<--
)
./ J
/, '-/J/7~
/
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
,,' (.
Assessed by: '~/: /;/.'.;.1 t>
Seo Information on Reverso Sido AOllnlf;rt:.comi.~~"~
1 -. r;/ t-" /
i / 7c..... '/.~c." I..
, L/ , L.
"
W,~l:'''' ~.~'!""11~.,..ttr"'J>-,.J,.._,_ r-"~"_""".
INFORMATION
To insure proper crodit to your account, the name of the estato and lile number should he clearly print-
ed on the chock or money order.
This assessment is made in accordanco with Section 708 of tho Inheritance and Estatc Tax Act of
1961 (72 P,S, ~ 2485.7081.
To the extent that inheritance tax is paid within threo (3) months niter the de~th of tho decedent. a
discount of five (5) percent is allowed (72 P,S. ~ 2485,716).
Inheritance Tax. other than tax on a futuro interest, is duo at the date 01 the decedent's dealh and becomes
delinquent at the expiration of nino (9) months after the decedent's dcath (72 P.S. ~ 2485.711). Inheritance
Tax on a future interest is payable within throe (3) months aher the transfer takes effect in possession and
enjoyment and is delinquent thereafter 172 P.S. ~ 2485.7121. Calculate interest from tho delinquent dalo shown
on the face of this form to the date of actual payment using the following interest table:
--------- --- ------ --- ------ --- - --- - --- ------- -- - - - - - - --- -- ------ -- -- - - - -- --
1 month ,006 4 months .020 7 months .035 10 months ,050
2 months ,010 5 months .025 8 months ,040 11 months ,055
3 months ,016 G months .030 9 months .045 12 months ,060
, days .00017 11 days .00186 21 days ,00352
2 days ,00034 12 days ,00203 22 days ,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 ,00464
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. including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (GOI days after receipt of this Notice as provided by Section
1001 ollhe Inheritance and Estate Tax Act of 1961 (72 P.S, ~ 2485.10011,
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below: