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Home My WebLink About80-00731 ;I'A" 'fl','-:. ~~j;i",~, ',,' " " .~~~,' 4/-"--" \"L." [' , ~~f~~l~ f~~Y) . . :k;J.~K~. ti;\-,;?,~,f~ """'Z:,<,::'.' 1,' ".!iil.".' :It' r.;~ ': ~y~ \~';,;~' ' -:V>., Irs' 1', ~ ~ . >< g ~ ~ 't:J ...:l s:: r4 C\J ~ ~ ! ~ . --: rJl rJl t.) .~ I-i ~ ~ . '" --: ~ ~ t.) . 0 ~ ~ Q co ..... , . 0 - ,... 6J * - . .! 0 rl Z . LI.l .j;'::" '.: l I I I I c' I.~ t.i ,-1 : H r.-I 'I) " I ,j ;"oj 1 r, ,-1 " .' ~\ ~ " eel '" ,- 'n,." '.""1 0 r-rln C::;:"I "'0 :!-x z ~~ t.ll-, ~ -1 ;'1_, I ~.1~~ :::>7 ,:) -.'. w .~ ..., tj::: ~, Hi " , . , :-~ , , ......-.-- ,.< I ,) 1\ I a: W;: :lE <: ~ < ><t -' 0 Z . < a: I- = > "" <C tII.J ~ I z)- Ul - " -~ ,. > z ~ hI!!: ~ a: Z iii Q. ... 0: z . L.I.l 0,0 lil :IE~' ~ c( <C i a: < ll:: U " o ~ ~~ co II -----.-......---. --~.......... .;;;-" ~ c:' 1..:. ::: u, h...:"~ 0' , Cl'';': W"-' 01- ce'" 0<5 ~W ",CC .,,::; ~ "'" ~ ..::.< -" r;- (J');:? . ~ Z'" ,<Z ""4: 0.....,) CCcc Ow '00 ""L 0::", ~U U <"') - E; ;z: o 5'0 t.. I. e, I..': . c.... u:- ~\.i. ow 6~J W" c"" n:!!! 0", <.>w We: '" "- (....; "" c. (V) ~ >- ~ o CD . I .' ::,; ~. .::..-: ':.)0 ,nu 7::0 4~ T.<( ~al 0,,, 'ID :<::r: "'::> Wu -' u . ... i I f i I I 1 , I I . I I I i \ , : I I I I I I I I , : .. ~ OATH OF SU8SCRIIIING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: CO TY OF CUMBERLAND This day of before me, Register for . Probate of Wills and granting letters of Administration in and for said the Commonwealth of Pem the subscribing witnesses to the foregoing in late of according to law, depose and say, that instrument of writing as and for h was of sound and disposin nd memory and understanding, to the best of knowledge, observation d belief. and subscribed before Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA! ss: COUNTY OF CUMBERLAND \ ~C2-?'Vted (-11o<:l ~, says that as near y as call be ascertained the said decedent being duly /7 JI/I-' fl./) /J. y(~_t ;0 ~(J-t'!n.n<.. .. died on ",5;" T- the '-6 'Vf WOlH!-wr..t!'-&t. A,D,,19l'l2., day of at or about 7,3~. o'clock, ~M, ~v-c>Z/l1..- and subscribed this $)/4 13th November .le .?-rU:-<!.. I day of 19, 80 ~ore 2f!'1 f? ~'''' ~J Register 373 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lctters of Administration in and for the County of Cumberland, personally came 'Jo/lM " -. " J1c '7 ",d ( @. &..i2<,uJ!c;, who, being duly v7 I ~ )717/A ,do" /) depose and say that as of the last Will and Testamcnt of (l ~A' ./1, ~ 4. -yf o-<:-.e deceased -A.- will well and truly administer the goods and chattels. rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances$~and subscribed before me, November 13 A,O,. 19~ /~~~ .-II~J~4 /.IA~/ (2, /rr-:J , tI RegIster :.,; 0: 'Cll co: :~ 0) :Cll ..... ,,, :Cll n cl :0 (")~I :::0: <::> :em: <;<: ~~ Mn' ~o: co~ w...' :z (.1');0: LL. n10 ~ ._10. ~~ i "'7' ;"'-.\;"\1: 0 H: r.o ~ ._~~:?: ~ :.~ ~: '-" ~-:;: 81 : ':r.;." -~t. M 0: .><: c'z . -::~ ..... -' z; 0 gV) C .. f' M 0 " .'" 1~: IX1 .: l' -' , '",,:'-.' ~': I ,,; - :,' .. - 0 - ,- ., ro $ UJ ::: u: CO: I al E-<: ..... ~ c:: alj .....\ oi N ,- ~ 't:l .....i " 00: Q) :>: 0 u 't:l r-: 0: . : ... -' Z 0 ",: Z~ ~\ <.J *: .s Q) ... Q) 11 0 .5 't:l bD - c:: OS ,- '" p.. r:r. Z r.:l <IS DECREE Be it remembered that on the 18th day of November 80 ,A,D,,19_, there was probated and recorded the last Will and Testament of Charles A. Noel late of Mechanicsburg , Cumberland County. Pennsylvania, James G. Noe I Deceased, Letters Testamentary were granted to Witness my hand and official scal the day and year aforesaid, 0n/lA<:;/- (2, 4~ --L.L.f:' y ~ Regist'er ,. - "-'-<1 ' oj ,"~ f . ------.------------.----- ..-..... -- ~ ~ -- -- -- - - --- ~ ~., -... -- It.,Mv,''IUX::':' :",' , " " ,. ~j~*'Kk'6:0;()~4$.: " ,'. " , ' COMMON~~~~J~TOo'; :E~~~~VLVANIA , ~,\~:!,.; ",'" , OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX I ,.,.^,,,',"'" = " II = '" f\ ~I ~RECEIVED 'J FROM TAX AT 6% TAX AT 15% ADDRESS TAXAT_% ESTATE TAX carli.l., pa. 17013 '--~f~~Tg~-~~~~ATiON~~;-8-: 1980m 21-80-731 4,268.06 TOTAL TAX CREDIT ------------------------------------------ COUNTY Deeeaber: 11, 1990 CBARLBS A. IlIOBL cm.buland m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I 213.40 FILE NUMBER DATE OF PAYMENT NAME OF DECEDENT TOTAL AMOUNT PAID 4,054.66 POSTMARK DATE REMARKS: "PAID 011I ACCOUlll'1''' " SEAL RECEIVED BY REGISTER OF WILLS ,. . 4icc.u (.-73J ..-:,/ ,/ '~ * COM~IONWEAL TH OF PENNSYLVANIA DEPART~IENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF Cumberl and IMPORTANT, This return must he completed in detail und filed in duphclllC, with nlluttilchcd. .....ith the Register of Wills of lhe Count)' ~'herc l1ecellenl reside..!. lh'lurn is due within nine 1Il00uhs IIher dUle of dellth. unless un extension is grol\lcd by the Sccrctllry of Rc-v.enuc. (Section '703 of the Inheritance and Estate Tax Act of 1961.) -- -. 1:-1 TilE ll.ITTER OF TilE ESTATE OF } AFFmAVIT OF JllilillLES A, NOEL - I,XECllTOR (STATE FUL.L NAME OF DECEDENT) L....I the Borough of Mechanicsbu~Ji,"'y U*i'l\;rs'fiOi~ CUmbj~~~nd County, Pa. Slate of Pennsylvania County of ClImhr->l"l"nrl XdGiGl<<<iXliir JAMES G, NOEL of the ..tate of the above.named dec.de"t being duly Iworn, deposeS Executor and soyS Decedent died November 8 I 19~{hnfot. leaving a 101' will, copy of which II hereto attoched, } {Y EARl ItHil(Clte (MONTH) Name and addrel I of attorney or } athe, autharlltld ,opreunlative 10 wham all corr.,pondence Ihould be mailed, IDAyl Wm. A, Kramer. 2nd One Irvine Row, Carlisle, Pa, 17013 That as such Executor deponent is familiar with the affairs of said cstate and the property constituting I i::'-:ECUTO R.;'OMINIST qA TORl the asscts thereof and their fair market value. That at the time of dea Ih there was 110 safe deposit box registered in decedcnt' s indi\'idual namc, or jointly with, or as ag.cnt ur depulyof another, or in decedent's individual name. with right of access by anothcr as agent or deputy, with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTlTUT10,'l IN WHICH DECEDENT RENTED A S...FE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NkMES OF RELATIONSHIP OF JOINT HOl.DERS TO DECEDENT n/" That the contents of said safe deposit box or boxes are itemized under Schedulesn/a of this return, with the exception-of the following, for the reasons hereinafter set forth: That ScheJul. A auached hereto nnd mnde pnrt hereof sels forlh fully nnd in deta; I nil the real property in the Commonwealth of Pennsylvania of which decedent died having. an interest therein. It also sets forth the mortgage encumbrances upon c<lch parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, ratc of interest, and book and page of record thereof. It also sets forth in the columns 1Jrovided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of dClIth of decedent, That ScheJule 8 allnched hereto and made part hereuf sels forth fully nnd in detnil nil personnl properly whcrcsovcr situated owned by the decedent at the time of death: all mOl1c~'s left by the decedent at the time of death. whether in decedent's immcdi:lle possession, standing to decedent's credit in banks of deposit, savings banks, trust comllunics, fIT other institutions, whether individually, or in trust for any other person or persons giving also separately lhe accrued interest thereon, if an)', down tn the last interest day prior to decedent's death in the case of savings bunks, and to the date of decedent's death in all other cases; all bonds, p(lstal savings, treasury certificates or notes and other evidence of indebtedness of the tJnited Stales 10 the de. cedent; .111 obligations, whether hy statule or agreement they arc designated as lax free, of the United Stutes, (lr UIlY st:.lte, or political suhc.livisiun Ihereof, or 01' <lilY furcign country, which arc owned :11 Ihe time of dClllh; ,t11 ,,'curing illlJlarcl, jewelry, silvcrwlIre, piclures, hooks, works (If arl, household furniture, hurses. carriages, itutumnhiles, (mats, ami ,II1Y alld all uther personal elmttcls of Whillsoc,'cr. kind or nalUre, left hy decedent, together with the fairly cstimated markct value thereof; all bonds ami ll111rt~,lges held hy decedent and of all claims due ,lInl uwing decedent al the lime or death, ,Ind all prnmissnry nules or tither instruments in writing fur the paymcnt (If money of which deccdent died possessed, nf whatsue\'er nature, with interest thereun, if any, giving Ihe face ,'alue and estimated fair market value therenf, and if such estimated fair market value he less than the fllce '-:tlue. it sets forth hriefly the reasuns felT such dCJlrcciiltinn <IS to eaeh item: all moneys paynble tn thc eslille from tife insurance policies carried hy dccedcnt; all annuity and cllllClWl11ent contracts the proceeds nf which wcre paY<lhle UPOIl Ihe death of the decedcnt; all and the corpllT<ltc stocks and dividcnds due thereon lIud unpaid as of the date tlf death, hllnds <lnd ilccrul.'d inlerest thereun III the date of decedent's dcnth ami olhcr invcstment sccuritks lIWlh.:d hy the decedent at the time flf death. with the nlarket \':lIue there- of ut such time. " In the Ctl5~ of secllr1t.lcs of' close or ru.m.llj' corporattons, the vnlllC'!; r"Hporlcct nre us fur ns possible SUbstlUlt.tntcd hy f'1l1ltllclnl stnl~lT\~nts of thf", ('orlJUfatlons, showing t.he uss("ts /Inri IJlthl11t..1es tht.-reof as of the (lute of' tip-nth. Th'" sch~rlllle nlflO Sl,ts forth th~ tnterest 01' 11ec{>lt~nt III th'~ time of death In 'm~' co-pnrtnershlp or business, nnd In ~ul1port of the vnhw of snch Inlerl'sl thC!rl' is Ilfll1cxed to said schedll\l!, rInnnclal !:'lRtp.m~nts '!'ihowtn~ thctlssets nnd l1au1l1tles of sntd cn-pnrt11l~rshlp or hllslne!;s. A CON' of thC' co-pftrtncrshll1 n~r~pment, (Lf orfl.l, Ii slh.teml~nt sett1l1~ forth the 1l11turl! 01' th... Il~reement) togetlu~r with R stt\tl~lnent setttn,g: forth thp cllaracter of the husltl.!ss, Its location, /Uld such otlter f'nets pertaining to the business us m6~' hl~ pertinent to 6. f'1l1r und Just npprnisllI of the tlt'ceclmn's internsL therein must he sllbm1.ttf~rl. It should nlso Sl~t forth In lteml1crl form, to~ether with the fnir m!tl'ket \'RIlIe thereof, au)' nthl'r property own~rl or bcquellthed br the dl!Ccdent flt the time of dt!uth. The Sc/'ledule C llttRcherl hereto nnd mllrle part herp.ot~ sets forth n true nns~'er to I.:'Ilr.h inllllir)' contnIned therein and in the co.se of transfers ofproJlert~', real or personal, within two years of dr!cedentt s death, In contemplation of decedent's death, or intemled to Lllke erfect in }Iossession or enju)l1lNlt Ilt or after death, said schedlll(> sets forth the nature unrt value of such prOp{!I't~', to whom trllllsferred, the relationship of the trRnsfcrees to the nece(t~nt, the proportionate share received br cltch trnnsl'l!ree and all other fncts of a pertinent nature re~ardlng saill tr'lnsfers. In the Cllse of transfers intendert to take effect in possessJon or en.10~111ent at or after nenth, there is also tlttnchCfl to the sch('oule n COil)' of the deed, trust agreement or other instrument creating the trust. Ther'~ Is al.so sP.t forr,h 1n sRlll schedule a list of tlll propert~', real Rnd personal, with its ,'allie, which Pfl~SI!S at ,Jeep-dent.'s d~nth by virtue of the exercise U)' decedent, either indivirluully, or jointly with nnother, or nn)' ll0\licr of appoint- ment vested in decedent, either individually or jointly, b~'the will, rleed, or other instrument of another, with a copy of the instrument creating such power attllched to the schedule. That Sc"edule 0 attflcherl hereto /lnd mn.de part hereof sets forth the nRmeS anrJ. llrldr'~s5es of ftll persons beneficially interested in this estate at the time of deced~nt' 5 death, the nature of their res.. pecth'e interests, their relationShip, if any, to the decedent, "ogether wlt.h the ages at the time of decedent's death of' all mtnors, annuitants and beneficiaries for life Hnder necedent's Will. It also c'ontains a statement showing which of the beneficiaries named 1n the rlecertent' 5 will, If any, died prior to decedent, the dates of their death, their issue, and the relationship 0(' such issue to the beneficiary. That S.:"edule E attached hereto and marte a part hereof sets fort.h fl.ll propert~', refl.l nnd per- sonal, owned by the decedent jointly with another or others, including intanp;ible, stnndlng in the name of the decedent and others, plus the date and place of record of instruments effecting the ,estiturn of real estate And the date of acquisition of personalty" plus the nume, aortress and relationShip, if an)', o l' co-owners to the deceden t. That Sc"edule F attflched hereto and made a part hereof sets fort.h full)' nlld in <letnll nIl debts and deductions claimed for and on behalf of this decedent's estate, Lncluollng funerul nxpenses paid; family exemption, where appl icnble: costs of administration of this estate; counsei I'ees and ("diciary'S conunLssions paid or to he paid; cost expended for burial trusts, tombstones or gravemarkers, and rell- giouS services, in consequence of the death of the decedent; dehts and claims owing and unpaId Ilt time of death; taxes accrued chargeable for period prior to decedent's ,Ieath (except those al lowed uu,ler Section 65i of the Inheritance and Estate Tax Act); together with a statement 01' collateral ple,ll\e,1 for obliga- Uons, if any. It is agreed thllt the fiduciary will present ]>roof of sllld claimed obligations upon re- quest, that if thP. amount actually paid in settlement of any fee, commissIon or deht is iess than the estimated amount claiming ond allowed, that the some will he reported to tbe Ileglst"r of Wills, and that the amount of tax llSSCSSCl1 cnn be rcnssessell In accordnnce thcrcwi tho That the totals of the appropriate columns in Schedules 'A", "II", "C", 'E', and "F" as directed therein, have been carried. forward nnd properly re~istered in the Sununur)'. Subscribed and sworn to before me this ,., Ja~~t~%~''''''''''''''''''''''''''''-'.'.''. e c/o vIm, A,.,......!<;.r..?J:r)~r.~.. ?D.d" ....);;,s,9.1J.lr.? (Street Number) One.. )fytn~"RQ\:1., ."Ga~J;l,sl..~, .J'a.,.,.,..17 013 (City or Town and State) , {;.tv ,......,.,./..,........"...,. .... day of ... .I:lece.ml;Je.X ....,. 19...B..Q,.. ..,~L(e.tU....Ln@J(jLO..t/Cc'- ,..... t-,.-,ERLE1-:r ~},^PHEV~:'\, Nl)lcrv Put-lie: C.c:llli~l"! lllmb,~rlr.lld c.oun'YI "'Ul My (o'mmis~icn Expi'OI G /7/ ~ -L- SOTE: Uf!f'nre ~1J!,nlllJ!; nff'ldllvtt. Inllkl! ~lIr(! 1111 "tllllk splle('~ in t)ln nfl'ldllvlt lIlIIl SChl!flllll~~ IlnnCXe,lllrc "Illeti in .....Itll tlnt.nlls or the word ":\one", /llltl III ellse lhe IIssets Inel\llle rltre 111I11 unllstell securities, sl!ctlrlt1t~S of closp or l'Hrnll:.' l:url'orntlfllls or /Ill tlllr>rt!st In /lilY cn_plIrt.llr>rshll' nr huslness, thllt the dlltll /lllll Sl'lt.l'ntents requlrt',l 1II11ler tILl' pl\t'll~rltph II11o\'t~ r,~lHt.tnJ.!. t.o Scllt'thltl' "II" /tr" IltlllChetl. Alsn make cf!rt.tllll t.hnt column !ft In t.he "Sul1onl\ry" has helm prnJlt:'rl~' eomplelf.t!lIS I\ho\'t!-"Irt~l~t('tl. , ~cc,,; 14-13) O. COMMON.WEAL TH OF PENNSYLVANIA DEPARTMENT OF IrEVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement of morigago encumbrances upon each parcel 01 dealh of dece. dent. Property held by the decedent os tenant in common with another or other, should be identified os to quantum of interest and the estimated value should be that of the decedent's interest only. (Proporty held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E,") The real property located In the Commonwealth of Pennsylvania should b. described by tot Dn'd block numbor, .treot and straet number, together with o general doscrlptlon of tho propef'Y, with a reference to tho record of tho conveyance by which thl! decedent took tltlo; If a form .toto number of CoO eres; 0110 statement of mortgage encumbranc.. upon each parcel at death of docodent. Taxes, alsenmont., accrued Int.r..t on mortgago., ole.,or. to be lilted on Schedule II Fit and mUlt not b. deducted from thl. schedule. (1) ASSESSED VALUE FOR YEAR DF DECEDEHT'S DEATH NON E Insert this total opposite "real properly", Scho.lulo "^" In Iho X X X X X "As Reported" column on Ihe last p0ge of Ihll ,olu,". (2) (3\ D~PARTMEHT VALUATIOH CAUTIOH (0. not wrll. In thl. .pau) ESTIMATED MARKET VALUE -0- -0- -0- $:91l.. . ,- RCC -3ii ~.l",,' ,:7"&;: t\ :.j ~....... COll\IONWK\I,TII OF J'ENNSYLV,\N L\ 'L'ItANS~"fl INIlEI\I,!,,\NCE TAX SCIIEllULE IIHIl PEIlSONAL 1'1l01'ImTY III,SI DENT DECEDENT Issrm:CTIOSS: ThIs Schplillle must dIsclose nIl tllllJ!;thlc lUullnt.Hn~\lhll' pprslllllll propf~rt.y 0\1;111'11 indl\'jdufLlly I,y the decedent. nl. the Un'" 01' his den 1.11, Property own.,,1 "y I.h.' .loo."lenl. Jol"tly with ,,"Ol.lIer or olh,"s must be listerl under Schl.'clule tlg". IntlLn~lhle Jll~rsnn:Ll Pl'oIH!rt,Y, tt UI~lt in flip nllm'~ nf tilf! ciccedl'nt, hul IH1~'nhle at death to unoihcr or othl~rs, lllcludinJ!; hut nnl limited 11) p.o.h. u. S. SIt\'IIl~~S BUilth; HIl.1 tCIII./I- tlv(~ t.rust Rccounts, Inust Ufo! 115tcfl, despitl-' the fnet lImt tile)' I:r(' noL u(' Uw allmllllst~r,~d ('stull:. Tnnglble personnl proporl.Y sh.11I1.! he 1151.0,1 n"a (o,g. .i,..'''lry, w"nrln~ "pI,,,r"l, 1I0"sehol,1 ~oorls, ami f'urnishluJ!;s, hooks, pRlnttnp;s~ uulonlohl1es. hontS.. etc.) Intllnp;lhll~ pcrsonf\l property, such llS hOl1(ls, trcnsm"y certlf1clltcs, cl1sh on hlilul und 1n hank, stockS, mortgages, notes, together wtth accrue,l interest or c11vtrlcnrls, snlllrip.s or wnges, insurance pay- able to the estat.e or r1rluclary In said capacitY, partnership lul.eresl.S, Interest In nnyundistrlbuterl estute of' or iueomo from noy property held io trust un(lel' the will or ..greom..,,1. of "not.har, even though located outs1fte of the Stllte, at the time of rlcltth, should hl~ listl~ll tn lhts schedule. Item !TEll lINiT ESTIMATED DEI'AI\TlIE~'T V,ILUATlOS NO. IJlst Wld describe fully ,AWE MAJU(f:r VAI.IJE (Do not write 1n this space) l. Savings account No. 507-294-7, The First Bank and Trust Company, Mechanicsburg, Pa. ; with interest accrued thereon. See attached letter t,d2-um $ 15,577.67 .loA. 0 f 2. Clothing and personal affects I 50.00 \ I \ \ (nsert this total opposi tc "Personal Prollerty:1, Schell111e "Un lu X X &15,627.67) /S;10 1. 7,r tile "As lleportcd" column on the lust pnge of this return. .$)If. '. ... IlCC-3D W.~ t\ , ',' , . CLlMMOXWEALTII OF PENNSYLVANIA T1\AX~FEIt IXIlEl\l1'ANCE TAN SCHElllJLE "e" TI\.lX"I'lms ItESlnEXT IlECEIlENT (1) Did ciecedent, within two ycltrs ot'denth, mllke un)' t.ransfer uf' /lny matcrial purt of his estate, without. receiving It vltlllflblc unci udequIlte cunsllh~rllt1on t.1\f~reror'l (Answer yes or no) no (2) Old rlecc.ient, wi thin two yenrs ur dent.h, trunsfer propert)' from hlmscl r to himsc1 f Ilnci nllothp-f or ot.hers (il1cllllttng Il spouse) 1n Joint uwnershlp? (Answer YI!S or no) no (:1) If the unswer to (1) or (2) ubove is in the uffJrmlltiVC slutC: (n) Age of rlecedcnt ul time or lrllnsfcr (b) StELle of decedent's heulth at time of milking the transfer. (Note 1). (e) Cause of decedent' 5 rlcltlh. (Note 1). (4) Old. dececlent, In his lifetime, make Ilny transfer of property without. receiving Il vllluuhle or nde1ltlllte consideration therefor which was to tuke effect In possession or enjoyment ut or nfter his rleath? (Answer yes or no) no (0.) Wns there uny l)ossibil1ty t.hut the propert.y transferred might return to transferer or hIs estate or be subJect to his power of disposition? (Answer yes or no) (b) What was the transfereels age at time of decedent's death? (5) Did decedent in his I ifetime make any transfer wi thout receiving n. valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fnct end before his de nth: (n) The possession or enjoyment of or the right to income from thE.' property trnnsrerred? (,\nswer yes or no) nn (b) The right to rlesignate the persons who shall 110ssess or enjoy the property t.ransferrelt or income therefrom? (A.nswer yes or no) no (0) I f the answer to (5) (b) ubove is in the affirmative, state whether the right was reserved in decedent alone or others (7) Did rlccedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) no (8) Did decedent, at any time, transfer property, the beneficllll enjoyment of which was sub.1ect to change, because of a reserverl power to alter, amend, or revoke, or which could rt;!vert to decedent \mder terms of transfer or by operation of law? (Answer yes or no) no (9) If the answer to (6) above is in the affirmative, wa.s the power to alter, amenn, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent. ann others? (Answer yes or no) no NOTE 1: The answers to these questions should be supported by affidavit hy the nttemllng physician as well ns a copy of the death certi ficate. NOTE 2: If answer to any or the above questions is yes, set forth below a description of the property transferred, it' 5 fair market value a.t date of death, dat.es of transfers and to whom trnnsferred, with relationshill of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which sl1id claim is based. NOTE 3: List applicable property below in manner in which providert in Schedules A, B, or Eo. ITEll DESCRIPTION MAllKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) NON E -0- Insert this tolnl opposite "Transfers", Schedule lie" in tho WAs Reported" column on the last f1tlgc of this return. -0- /.i'plt -0- ~ p. . ~ .' " ., -, ~ or.' - .- :; E .:: ~ = E-'Q 'C 0. U ~ E. ~e== _ u - ~- ::s :r. 100 u = 0 ~E~ ~ 0: .' " 11.",1 Properly 1)(~rsCll1al Pml'll'J'ly Transfers (II (2) SI1~I~L'II\' ('" IIt'pml".!) (.\' ))1'11'rlllhu'll, (SI'II, ",,") $ $ \ Sell. "(l") $ 15,627.67 ) (Scll."C") $ $ (Sell E) $ 16,160.18 $ $ $ $ 31,787,85 $ Jointly Owned Property Gross Taxahl~ E~(atc bO " " ;:s .0 '" t.l '.-I t- 'C so: Z " rn ~ t:l ~ .c " ~ ..; " ;:;. " t.l < :>< u ill ~ t:l ,..:I" rIl (f) ~A a: - '"' ai - < "'.- '" -<: 0 r,.., 't:l Cl: c:~ C> "'ITI D - :z: so: .~ :!:;x ~('):z: :;:: t<- o .. ~o 0 rn .. g;, =:l <:.1);0 C\I .. ..:: m !:! -<: ~ .c rl < ~~ :-:> -<0 t:l cl; bO " ,", ;~:""l r: ... i- S Q : "U .,,::1 t:l ;:s ill ~:J: - p:: c ~ ... ~ (/) 0 .0 ~ z .:5~~ ::;- ;.-:, ~ t= 0 "" " S c.. < ,~ a: z ,..:I 0 ;:s ~:ul ., cl; t<- t:l ~ i- " :1 ~ 0 p:: I:Q <.) Cl: n "~ .. p:: cl; '.,(~ :<: .g :I:: ill - c:: - ". <.) .c .. t.:; ..., u .... cl; " :.... ~ ~ ::: J:: 1- j -<: :: .:::' a: ..., ~ ;;: :.- :r. 'i C c.; " - " " Commonwealth J~ National Bank ~, November 24, 1980 William A. Kramer, 2nd One Irvine Row Carlisle, PA 17013 Re: Estate of Charles A. Noel Dear Mr. Kramer: In reply to your letter dated November 12, 1930 on the above estate, the following information listed below is as of: D.O,D. November 8, 1980: Savings Account - $22,472.21 Opened - 1/7/67 f.!18-0009558-8 Accrued Interest - $85.36 Account joint with James G. Noel. If you have any questions, please feel free to contact us. Very truly yours, /.... , . / ~. .__ .' 7':;::;" /yj:p;l ;,/.11 ... //- .. _,,.. , : i.o:'"~' . J-L:."~'/ , .'"':"'/",.~. . - ..".):~c-';-77 c::/.)' J. Hichael Troutman .;:" Credit Analyst JHT/cr, Tho ColtUnOnWI!.111h N.ltiollill B.lIlk. 10 Soulh Mar"-l!' Squaw, Ililrrisbur~, Pil. 1710B 1717) 564-9500 REV-457 (l-aO) 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT '* Estate of r.h~Y'lj'3<:l. 1\ M"..1 File No, 21-80-0731 County Cllmhpl"'1::Jnn Date of Death 11-8-80 In the event that any uture Interest In thl.lstatl II trantferrld In po.,.lon or enjoyment to coUlteral he riot . Kedent e tlr t · eXPlrat on 0 any estete for life or for years, the Commonwealth hereby expressly reserva tho rl;ht to appraise and DSSOSI trander Inheritance taxes at thllowful colllteral rete on .ny such future 1nterllt. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" , , 2, TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3, TOTAL TRANSFERS - SCHEDULE "C" . , , , 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" none 15 709.75 TOTAL REPORTED PROPERTY 32,004.69 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY none TOTAL GROSS ASSETS 32 004.69 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Regislcl of VIii I', fltiI>4/,' n?'A!ld"i) APPRAISER ;>_?4_1'\ 1 DATE ..: 0.. .-l ~ ~ ~ Q) ~ 0 hO ., < Z .. Z ~ ~ " '" .0 '0 ~ 0 ;.. ..: ., <:: ~ u Cll ., '... ..... III Q) ~ .. ::l ..... <1l ..l .. .c .0 ro CJ !3 :S .c Q) ~ '" M U :;: U ~ '" U Z ~ - 0 It - 0 ~ d .... ~ ~ Ii; 0 III 0 z d - ~ III >- !-o Z d z !-o ~ !-o ~ Z ..l d - d is ~ z ::.: ~ ~ ..l Z ~ Z 0 ::> u ~ z ~ ~ III ~ 8 0 ::l ~ 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '*' OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: TO:,.,..>I); I >/- )'>) - j'./" I _, .....u __ /'/ /' .//,/""/' // /./ ./," ~~"/' (; , , DATE ~ I!- ESTATE '" ,,/' "/ ,'ij, .'V / /,' /1n( /A.1" . ~/I..--tt:..-/' ,.:;.'.(/. <1)- 7';; I //(:;~I~J,r/A':-U / ' - / / ..\~ ,~{v- , \.. -.1-' 1,.-1....1... ,I {,I ' FILE NO, / ,....;--'/U;;/r COUNTY /;~, ,j'd /.'.",tL)q~J{,.t:' - DATE OF DEATH' /'//7,//, h~t /)' /'//tJ I ; ,j.' "/ - :- " ,d // t, ^,:-t.( ./ / /f),; /3 Appraised Value of Es,ate: Real Estate $ '---- + /0/- :If) 'j, 1!>- / . .if: ::, /-1/1 I $ :-; .~; /. ~/.t/ (/. '1 / . . .' . I :!.:J3!J /() Personal Property Jointlv Held Property/Transfers Total Gross Estate TOlal Approved Deductions Clear Value of Estate . I" r; 0 ,'(-/ $ ,,';' Ie .I I,:J I I Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s}1f lfr 7 S'! Amount Taxable @ 6% Rate $ $ tax due Amount Taxable @ 15% Rate /; or'/ .// tax due i / ..., ~"I (p I?' '7,J '/ , TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ ..(3)'1.1 I * * * * * * A five percent discount totaling S will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAYMENT DISCOUNT INTEREST TAX CREDIT ,//, / ~ '(. $ ..." / IE'?' ' (; ,/ AMOUNT PAID $ Jj{)I.J'1 ;;,fc + , /1. //-/r) ;c ,;.(' ~/O. $/',;.:1, . s = + = + = Interest accrues at the rate of six (6) percent per annum on tho unpaid balance of Inheritance Tax from to date of payment. Into rest due if paid bV is .:..:{ ..:; '1 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ /, { --' J Assessed by: .' // ,'." '... .':." //.... ....~T".:~ Seo Inlormalion on Reverso Side AgentforlhllCom nw..llh ,/ " : " /)1J<<~O - INFORMATION To insure proper credit to your account, tho name ot the estate and file number should be cll1arlv print. ed on the check or money order. This assessment is made in accordanco with Section 708 of tho Inheritance and Estate Tall: Act of 1961 (72 P,S, ~ 2485,708), To the extent that inheritance taK is paid within three {31 months after the death of tho decedent. a discount 01 live (5) porcent is allowed (72 p, S. ~ 2485,716). Inheritance Tax, other than tax on a futuro interest. is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. fi 2485-7111. Inheritance Tax on a future interest is payable within three (31 months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. g 2485.712). Calculate interest from tho delinquent date shown on the face of this form to the date of actual paymenllJsing 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 deys .00369 3 days .00051 13 days ,00220 23 days ,00386 4 days ,00068 14 deys .00237 24 days .00403 5 days ,00085 15 days ,00250 25 days .00420 , 6 days ,00101 16 deys .00267 26 days ,00437 7 days ,00118 17 days .00284 27 days ,00454 8 days ,00135 18 deys ,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 si)(ty (601 days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S. ~ 248S-1001), Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: ._-___ __ ~~ __ ~.~ ._ ~_ ~ __a .. >>rREv;11e2EX-">~-';'-' ',,' ,:'..' -. ~~~i9;b~658~OFFICIAL RE::I:T~::r~;~~~:~~I~:~~;::~:A~~ ESTATE TAX I"'" ' ~ . " II e. J! - TAX AT 6% TAX AT 15% I " RECEIVED \ FROM ,1 Williu A. KrUler, 2nd, E8q 1 Irvin. RoW Carlisl., pa. 17013 '--ESTA;:EfN-FciRMA;:iCiF';:-N~;---8--1980------------ DArE OF DEATH ., TAX AT_% ADDRESS ESTATE TAX TOTAL TAX CREDIT 32.37 ; Ii 21-80-731 , FILE NUMBER NAME OF DECEDENT CHARLES A. NOEL cU8berlan4 o m LESS DISCOUNT PLUS % INTEREST (FROM TO_I March 11, 1981 DATE OF PAYMENT 32.37 COUNTY .----------------------------------------- TOTAL AMOUNT PAID POSTMARK DA,.T.E rlEMARKS: l'AW XN I!'ULLR SEAL RECEIVED BY / ",' I I. e IJ(/7."":// ,~ilrY'I@tJ"T..i. ~aeqi8ter of Will. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: J I . k (l - 'l 7, DATE --n10n I K /9 X'j ESTATE L0."j ~U~ ~,\ ~ ( FILENO, J 1- frl 1)".1 COUNTY ( ~ ~, .,- 0 " Jj. ....... t1 '1 ........ DATE OF DEATS\~\:\I r (0, g"() '~ . I TO: \^ ) ^_. n I\.~ r,^", r TT , -. ',~ .- J E!,.,.^~ ._,{ , '-~j',..J- C~~~J-J.J..Lr" PCA... 17M:>-' Appraised Value of Estate: Real Estate s Personal Property \ \ \ + + Jointly Held PropertylTra~sfers \ s Total Gross Estate Total Approved Oeductions s Clear Value of Estate Less: Approved Charitable Exemptions s Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate s tax due $ tax due Amount Taxable @ 15% Rate 3~,~? TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ * * * .. .. .. 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 3-) 'l-Y/ $ 3.;(~ 7 $ $ ~:?7 + $ ; + ; + ; 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 by is ;:r;1 ~9v ~ AA ~~ BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE INFORMATION To insure proper credit 10 your account. thl' nJmc ollhe estate and file number should he c10arly print- ed on the check or money c.rdcr. This assessment is mm!o in &ccordanco with Scclion 70B of the Inheritanco and Estate Tax Act of 1961 (72 P,5, ~ 2485.7081 To the extent that i:'heritance tal( is paid within thrcu (3) months after the death of tho decedent. a discount of five (5) percent 1$ allowed (72 P.S. S 2485- 71 G). Inheritance Tax. other than tax on a future interest, is duo at the date of the decedent's death and becomes delinquent at the expiration 01 nine (9) months after the decedent's death (72 P.S. 9 2485.711). Inherilance Tax on D future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. ~ 2485-712). Calculate interest from the delinquent date shown on tho face of this form to the date of actual payment using tho following interest tllblc: --------------------- ------------------ -------- - - - --- ----- ------------ - ---- 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 da.{s ,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 ,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 - - ------------------- --- ---- -- --- -------- - - - --- ----- - - - --------- ------ Anv party in interest. including the Commonwealth and the personal representative. not satisfied with the assessment may object thereto within sixty (60l days aher receipt of this Notice as provided by Section 1001 of Ihe Inheritance and Estate Tax Act of 1961 (72 P,5, ~ 2485.100 I), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: