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Home My WebLink About80-00734 ".,' ,r',,', . ...-.<~ ",'4< ~?:"':,.', :r.:~'~';' -: ~1i;~:,"" ,~8~]::' b(:',;:'._~':. ";'-;..l:\:"'; ~gE{Tt' I~:o ~f..""i':_...~,\ lir "f: , ".':' a:; <Il ~ "'. ~ III t. rJ t!l ,'. -.. 13 <I) . f'l 1(1 Eo< II) <:) 0 [iJ H @ Z ~ -=: < S tJ:: n: <:) '" [~ H ::.: '" a:; ~ '" r-. .'" :;' Cl CO - " .....~Q; 0 N 61 . - 0 ca ~ - \1\ Z fit rl LIJ .. ./.- '!:;~!,1.~ .9?c~~'" . 'J:,;: ". ,..... .;,:' "J'; ~!- . , rE:!;.. l !.~,:(' .... ,';;,/0/ 2'~J,'< ;f-1:-',.': >~ ,. ., ~; : f,.J' ::g;' .;(- ; -'.~:~~,I., , .::~"i' .'.X' "/1 .,,:- :.:~" ",,( , ~?' """ <. ~~ - . ,..... :.." .. LAST \HI,[. i\ND 'l'ESTMn,NT I, ~Il\RGA.RET E. HYERS, of thc BOl'ough of Hechanicsburg, County of Cumbel'land and Commonwealth of Pennsylvania, being of sound and disposing mind ,memory and un del's tanding, do make, publish and declal'e this as and fot' my j.ast \~ill a11ll Testament, hereby revoking and making void all. former wilLs and codicils by me at any time hcretofore made. FIRST. I ordcr and direct that all. my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. It is my wish and desire that my funeral be provided in a similar manner as that of my late husband, John J. Hyers, the total cost of which shall not exceed One 'filousand Five Hundred ($1,500.00) Dollars. TIURD. I give, devise and bequeath aU the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my nieces and nephew namely, Hil.RRIET RIDER, i\Di\ ECKENRODE, and AI.LEN Hi\RTIN, all. of ~lechanicsburg, Pennsyl- vania, share and share alike. LASTLY. I nominate, const:i.tute and appoint CO~~ION- lVEAI.:rH Ni\TIONi\L ll/\NK of lIarl'isburg, Pennsylvania, to be the ExecutOl' of this, my Lust \~iJ.l amI Testament, to serve without bond. IN \HTNESS WHEREOF, L ~~\Rr.i\RCT E. i'lYERS, have hereunto LAW OFFICES 5NEI.BAKER. McCAl.ED a ELICKER .. OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND This 1I1th day of November A.D.,19 80 before me, Register for thc Probate of Wills and granting Iclters of Administration in and for said County of Cumberland, in the Commonwcallh of Pennsylvania, pcrsonally came 1='1 nr"pnrp R. I nc::;rhpr .::ann Ir:lnpt M. Forry the subscribing witnesses to the foregoing instrument of writir,g purporting to bc tht last Will and Testament of MArg;U"pt F. Myer~ Dated _ Seotember 20, 1978 late of Rorough of Mechanicsburg Cumberland County Pa., dcccased who being duly c:;wol"'n according to law, deposc and say, that they were prcscnt, and saw and heard the test. t ri x sign, seal, publish, pronounce and declare the said instrumenl of writing as and for h er she Testamenl and Lasl Will, and allhe time of so doing was of sound and disposing mind memory and understanding, to thc besl of knowledge, observation and belief. their ~wnrn tn and subscribed before ~ .~(.t:.e-..c;..c:(' ~;. 0,.,..7:' )17 ~ r?<~L/ ~ ,~ AA,AtJ , ~fl/VI (l. 7~~~ Registcr AHIDA VIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND ~ CO!lII1onwealth National Bank, by Lois B. Copeland, Trust Officer bcing duly sworn says that as nearly as can be asccrtaineclthe said dcccdcnt Marga ret E. Myers died on Mondav the 20th day of at or about o'clock, ~M. Sworn to and subscribed this 24th day of october October A,D.,19~, 19, 80 ~e ~ (M'-I r2!., q1.u~:Z- ) ?I Registcr Jr'<h;"~ / By u) , '. u-u--t Trus t, ff i cer .__....... __ ~_ __ __ -=--__ ___~ ~_ ~ __a. : . "'REV~f'IaEJf,~..r.r~~;':,.' ~ '- . . '. . : ~t'i1t;[~O';i~#t~~~;~';/ '~. '." , COMMONWEALTH OF PENNSYLVANIA ; 4 :~O}KOOOA'23n;1 '.'".".", ' DEPARTMENTOFREVENIIE :,,;t I ~>(';i:: ;'i" , '"OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX . " ; Il = ~ -', - TAX AT G% TAXAT 15% \ RECEIVED c--qlrlMalth ..tio..l Bank FROM " ADDRESS 10 I. MUket lqun BaJ:debu9, fa. 17108 '--eSTATEINFCiRMATiCiN7--- -------20:-1980 DATE OF DEATH oct. FILE NUMBER 21-80-734 Jaayar,r 19. 1981 DATE OF PAYMENT NAME OF DECEDENT COUNTY cllllbedaa4 ------------------------------------------ , POSTMARK DATE ~EMARKS: 'AID OR Ale SEAL t TAXAT_% ESTATE TAX TOTAL TAX CREDIT 2400.00 LESS DISCOUNT 120.00 m PLUS % INTEREST IF ROM TO I I m I 2280.00 TOTAL AMOUNT PAID I RECEIVED BY ->~/:l'~ e' AT~~.J l:He~t.:Ail:U REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1. J ss: Trust Ma~~r of The Comnonwealth National Bank according to law, deposes and say. that s he Executor 01 the Estate of Marqaret E. Myers late 01 borouqh of Mechanicsburg , ~umbyrland Cou~ty Pa. deceased end thet th. . ne I olllmonwea I tn ' within is an inventory 'made by .J.Q1.S R. Copeland. Trus.t..NgJ:...!at tianK" the said executor of the entire estate of .aid decedent, consi.ting of all the personel prop.rly and real estate, except real estate outside the Commonwealth. of Penn.ylvania, and that the ligures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. The Commonwealth Na ti ona I Bank Lois B, Copeland , sworn being duly sworn and subscribed before me, B ~ _ \\'\~~\(\<'Cf ~I {I, - u!:n,\ :It M-iA:.iCillli~i. NOiit.'i FUt;;UG I :;\ai\:.s~~ m\~;.f'~,lJi.~n: I (;;j',!~:! ',' : 1'~;;,';L~~I,;,!~.:~:::j:.: ,.~._;.l~~:-.~~:t'; ~.~ .~;~.~.~)\~, 1510 Cedar Cliff Drive Camp Hill, Pa. 17011 Addr." Day October Month 19BO Date of Death 10 Vur INSTRUCTIONS I. An inventory must be filed within three month. after appointment' of personal representative, 2, A supplement inventory must be filed within thirty days of discovery of additional assets. 3, Additional sheets may be attached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949. :J " .... ~ " I I ~ .. 0 .. .. >- ..,; ot .... W ltl .. .s:: ~ '" .... .. .. ~ w <( U .. U a.. .... OJ u .J/. 0 ::;: .. 0 0 w Vl 1J1 0 '" .3 >- '" w 0 .. I- J: a.. s.. .... a.. - c .... ...J u.. OJ 0 .,; ! (; z u.. ...J <( 0 :1 .s:: a.. i W 0 <( w >. ",:I: :1 > z '" ::> C <( Z 0 0 a II C s.. " U 0 I' Vl z 0 '" ...." 0 u 'E z w <( ~I .D .. II a.. "'tl " c ~ - .. '5 il s..: -;: ltl 0 .. .~ -' ..c 0: I: "'-, .. E "'tl .... - ..2 0 .. " 0 -' u u:: '" Invontory 01 tho root ond personol ostoto 01 Margaret E. Hyers dccea sed. Real Estate NONE Intanqible Personal Property 1. Received from Margaret E, Hyers Agency Account #18947-01-0 2, Accrued income from Margaret E, Myers Agency Account #18947-01-0 3, 1979 Inflation dividend from commonwealth of Pennsylvania 4. Medicare benefi ts Total Personalty I \ , \ I I I i \ 23,027 75 881 42 \ 95 OQ II 331 12~ ': 1",335\ 37 .. 1\ II \ \ I \ " - <r: c.... ..' ~ -nc. w CL i =:~ c.. 5':" C""I :::;:; ~" .- t.:J WL:- "" ~n: 0"- -== \ 0::(.1. x: ,..... . ,co 0- ,.,- u'" ",,"" UJUJ - U.P ex:ex: lP -'u ~ u I \ \ \ \. ..:.... , , t I I 1 ! I I I I I , i I , PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that thl! following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or aCQui re knowl edge; b. The transferee of property upon the transfer of which Inheritance Tilx isor may be imposed by the 1961 Statute, including a trustee of property trilnsferred in trust, provided thilt no separate return need be made by the transferee of property included in the return of a personal representati ve. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after 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. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person WllO willfully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the lax 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." 5. TAX RATES Inheritance Tax is payable at the rate of 6'10 on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in.law and at the rate of 15'10 as to all others. 6, PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months alter the decedent's death. Interest at the rate of 6'10 per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5'10 OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to tlle Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7, FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. REI/.ol~O 1\-80' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY .",B, I' -, ... ~ ,- (Instructions on Reverse Side) EST ATE OF Mar9aret,_~ M,yers ----- ------ --------- -". ITEM ~O. DESCRIPTIO~ ESTIMAT ED MARKET VALUE DEPARTMENT V ALUA nON (OFFICIAL USE O~LY None TOTAL THIS PAGE None . RE"'.451 (1.801 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "8" PERSONAL PROPERTY *' (Instructions on Reverse Side) Estate of M~rg"rpt F. Myprs , ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1- Inflation Dividend from Conmonwealth of Pennsylvan a 95.00 2. Claim payments from med i ca re 331. 20 3. 23,027.75 shs. Money Market Trust 1.00 23,027.75 4, Interest accrued on item no. 2 60.77 5. I ncome cas h 820.65 Items no. 3 through 5 were part of agency account number 18947010 with the Commonwealth National Bank TOTAL THIS PAGE 24,335,37 .:J.". ~ ~ rc: 31 I , .Af'~ QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years 01 death, make any transfer 01 any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) Nn 2. Did decedent, within two years of death, transler property from himself! hersel I to himself/hersel f and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) .Ji2.- 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Ageof decedent at time of transfer, N/A b, Copy of death certificate, c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer, 4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No",) No a, Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No" ,) No b. What was the transferee's age at time of decedent's death? N/A 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: . a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No" ,) Nn b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) No 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. N/A 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) No 8, Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) N!A REV-453 0-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES *... 'r '\ , ' ( ~ (Instructions on Reverse Sido) Estate of Margaret E. Myers BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Harr.'~" RiAc~ Niece Yes Leu.ll 1/3 Residue of Estate ?OR ~ , A~ch Street Mechanicsbtrg, PA. 17055 ftA. t'~~on~nAc M.lnne ~Ii ece Yes Leoal 1/3 Residue of Estate ?!; t'.d Maolewood i ~cburo. PA. 17055 All "n 0 Nenhew Yes Leqal 1/3 Residue of Estate ?n7 <:+reet Mechani csburg. PA, 17055 ------- ,--,---- -- --, _._~._-~~-_. -' ,- , The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH REY-454 E)(+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY *' (Instructions on Reverse Side) Estate of MA rga ret E. Mvers TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTlotJ MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST (Offlcla' Use Only) T - , None , , , , : I TOTAL THIS PAGE None .1. . 4pC. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by tile decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included, List real estate first. 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Schedule "B". I nclude the name, address and relationship to the decedent of the co.owner (s) and the date the joinl ownersh ip was established. 2, Indicate the total market value of the jointly owned property, 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c "" 0 n ;>0- m ;:- :;; 7- ;:- 0 C C; Vl 0 - C'l n c: 0 ...; 7- ,... 7- t'"' tTl tTl :r, 7- :-: 0 ::: 9 t'"' ;xl 7- Z ~ ....: tTl .., Z I 9 9 -< Vl t'1 Vi Z 0 Vl 0 ....: 9 ":1 ." ,: ~ ~ 0 "l - "l 0 - Z n - .. t'"' C Vl tTl 0 Z t'"' -< -< -< ~ m tTl .. ;.- ;xl ;xl REV-4114 EX+ tHO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) (i] Original o Supplemental o Remoinder File Number 21-80-0734 Estate Name Margaret E. Myers Date of Deoth 10-20-80 Sociol Security Number 187-44-7570 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Apprai sor in and lor the County 01 Cumberland Pennsylvania, da respectfully report that I nave opproi sed the real and penanal property a. ,oparted In the loregaing return at the values set forth opposite each item in the last column to the right In Sch.dulos "A", "B", "C", and "Eu Dated: April 1, 1981 __fllLt/J J '/UI'JI J.J ; INHERITANce TAX A,.,IRAIIF.ff ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (NARRISDURG USE ONLY) ---- Real Property (Schodule A) $ None 00+ 92+ Personal Property (Schodul. 8) 24 335 37 10+ Jolnt.Held Property (Schedu Ie E) None 210+ Transfers (Schedule C) None 30+ TOTAL GROSS ASSETS 24,.3l!1.__31._ -..----..------. Less O.bts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE VALUE CODE -- o Annuity -~-- FOR USE OF REGISTER ONLY Tax an $ ~ COMPUTATION of TAX 5 S S 5 S 6'. .. T ax on S 15~o Tax on $ Tax on S T ox on S Exemptions T 0101 Estote TOTAL TAX INTEREST FROM BALANCE TO 5 S S Less CrlJd1ts DATE OF PAYMENT AMOUNT rAID TAX CREDIT s 5 INTEREST FHOM ' -.. REV.518 FO (7-80) ~~ .....l:"_...;o;.,.t COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Mr. John E. Garry Commonwealth National Bank 10 South Market Square Harrisburg, PA 17108 RE: Estate of County of File No. Margaret E. Myers Cumberland 21-80-0734 Dear Mr. Garry: You are hereby notified that the original appraisement in the estate of Margaret E. Mvers has been filed in the office of the Register of Wills of Cumberland County on April 1 , 19!1l-. Said opproisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total None $24,335.37 None Mnno $24,335.37 As to such tax that is paid within three months from date of deoth, 0 five (5%) percent discount is ollowable. As to any tax that remains unpaid ofter nine (9) months (fifteen months when deoth occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any porty in interest who is oggrieved by this notice may object thereto within sixty days after receipt of soid notice as provided by Section 1001 of the Inheritonce and Estote Tox Act of 1961,72 P,S. 2485-1001, P,L. 373, Date April 1. 1981 Signed .JlJ1eM!'1 J 'If/nfd.r/'/) Title Chief Appraiser NOTE: This is not 0 bill. REV.4S7 (l-BO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ,~~ ~ - -~_--............. JI>_ Estate of l1argaret E. Myers File No. 21-80-0734 County Cumberland DulU 01 Dllillh 10-20-80 In the event that any futurelnter.st In thl. lltat.l, Irlllllf.rr.(fTn IK)NoilTOn-or~'~;nQnnuCiinorififhi.h. ollh. doud.n. .It.r Ihe expiration of any estate for life or for vears, the Commonwulth heroby upreulv "..r~" IhClIIUhllu 1I1111f.IM fI"d 11110'11 ".".Ior Inherllanco tUft lit thellwful collatoral rate on any such future Interest. _'iiC'~.,~"_,,......~ PROPERTY REPORTED BY THE ESTATI' DEPARTMENT'S APPRAISED VALUE 1, TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "0" 3. TOTAL TRANSFERS - SCHEDULE "C" . . . . 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None $24,335.37 None None TOTAL REPORTED PROPERTY $24,335.37 -..---.. - PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS $24,335.37 LIFE ESTATE OR ANNUITY CALCULATION I do hereby rertifv 11101\ tile "IHIV(' ,1ppr;li;cllwllt i~ rn~dc ill conforrnily wilh Pennsylvania law and has been filed this day wilhlhc ReU".t, , ," ,1>11',. 'i." I 111 . d) .l:" l!J'f/Jl~'" ('J(~.y , I\PllllAISER 1981 01 ~ ~ ~ ~ ~ OJ >> ::;: bO Z ~ >= ~ 11l 0 ~ . .5 .... ~ fii '" \:ll 01 C <Il ..., U .:< 11l ;:l OJ .... M 1;; '" >> ~ ...l 11l 01 OJ ~ -0 C\I <( bO .<:: '" ~ ~ ll'I - 1;; U ~ ~ U Z ~ - 0 ::;: p.., U J,t, J,t, - 0 ~ ~ J,t, d J,t, !-o 0 <Il 0 Z 0 <Il <Il ~ t;; 0 - ~ ci z 0 ~ ~ !-o Z Z ...l SE ~ ::<: ~ ~ ...l Z Z !-o 0 U " - ~ <J:J ~ 8 0 0( z ~ ~ 0 p.., :l -- -- -- - - _..~. - 1 ...-.... -- - & - \ JI.'AEy.ne2lK' , -::.,,;, " - - '. ! rrj',;'C,:i;,:(;""," " ' COMMONWEALTH OF PENNSYLVANIA i 4 'No'K'o'O'Q' '5' 5' '0' , ' ,DEPARTMENT DF REVENUE ' 1 ':,,1::: ,',' :OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX : r" ' i .- , . . , II = Jl! r~ RECEIVED Loia B. C........land i FROM -r- ,t TAX AT 6% TAX AT 15% ADDRESS . 44 w. Main S~re.t , .qTt'X AT_% TOTAL TAX CREDIT 54.98 ESTATE TAX Mechania.burg, pa. 17055 LESS DISCOUNT PLUS % INTEREST (FROM To_I 54.98 TOTAL AMOUNT PAID /, ,j //),;(/1'(.1- c::. . ~:A--u7~ ( MaJ?SV C ~I~ . ' Reqi.~.r of Will. -------- --- -- - - - - -- - - -'- ----~------ '--esTATEINFciRMA'Tj(iNOctoi)e-r--io---i980-------- DATE OF DEATH ' FILE NUMBER 21-80-734 March 13, 1981 DATE OF PAYMENT m m NAME OF DECEDENT MARGARET B. MYERS Cumberland COUNTY ------------------------------------------ POSTMARK DATE REMARKS: .PAID ON ACCOUNT" RECEIVED BY SEAL I REGiSTER OF WILLS .1~EV.45S E)(. tJ.HOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ._-_.~_..~-~~~,~-'-......~ .-'-._-~-_................--... Estate of Maroaret E. Myers Dale of Dealh 10-20-80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's P.ddress ITEM DATE NAME OF PA yeE REMARKS NO. Seidle Memorial Hos ital Ethi ca 1 Druqs 2. Seidle Memorial Hos ita 1 Institutional Care 3. Seidle Memorial Hospital Medical Supplies 4. 5. Gin rich Memorials Headstone Inscription 6. James P. Yeager M.D. Professional Services 7. oy. Seidle Memorial Hospital Institutional Care 8. oy. The Commonwealth National Bank Agency Fee g. ov. M ers Funeral Home Inc. Funeral Expenses 10. ov. Cumberland Law Journal Estate Notice 11. an. Richard C. Snelbaker. Es Reimbursement of Estate Notice AMOUNT 32,00 52.00 806.60 104.93 2.707.15 18.00 19.38 Reserves: Pa, De artment of Revenue 1980 Individual Income Tax Snelbaker, Caleb, & Elicker. Esq Counsel Fee The Commonwealth National Bank Executor's Fee TOTAL THIS PAGE I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. The Commonwe.alth National Bank - . Il" ,;../,.,' A ., ., . ., ~ t t + M .". ~ .; I ,). 'SIGNATURE OF ATTORNEvi1:~odC'~Ryax gr. DATE OFFICIAL USE ONLY' DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ ftf f tf''l )/j- PE RCENT. AT #- /,()-,/1 lli\'T 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 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 againsl an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Relurn is filed. Evidence to supporl the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of S2,OOO 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 parenl 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 "" 0 n > t"1 > ~ > 0 0 0 tIl 0 Z C'l -l Z Z t"" - n c:: 0 ::: ,.. t"1 ~ Z ;xl > 9 - 9 t"" Z Z t"1 -l t"1 -l Z 9 9 -l -< tIl t"1 - tIl Z 0 tIl 0 -l 0 .." ":] ;xl ~ ~ 0 l[:. - "l\ 0 "l\ . ~ ~.I ~. Z ('\ ..' 0.. ~."~' ~ ". ~~ ;l> 1.1- C"'I t'" c:: c.' ~ (toP"J. c:: w"! .--' Vl c: ".0..; l'l 0'- cr. Ow 0:(,.') x: ~q:! ~ 00 UuJ ""- ~'" ~ uJ=> ~ SO -'u u -< -< t"1 t"1 ~ > > ;xl ;<l 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 brief 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 DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* /,,'1""-'" /(/ -' ---' COUNTY ! ' /.... '4 ('/1 ,//Iy(,....~ /(), 17.? ;!jJA .ud . (,0 "'~:';fV4 ../~ ,. (' ,,- /. I '/ /: / 1" ;'/) - 13 ~ . /. ;' 'j{.-/ ,(_I;;-~J.,I)A..f.-- ! .+-j - l"V DATE OF OEATH f- [;-1.47' J-f'u""}) It' oJ , TO: >i'I - Fd - 13 <j I /t:/J,;1./1,L (:- ;'j '-I '--I u /., i' , ,-;;:- ,;- / f.., // l~( AAt.J ,<u-~.:./..,.t.-<.,/ "jJlt~/,i/.u(A;~-(-U';1 .' ,,~' f tJI DATE COUNTY FILE NO: ,~N~d-t'J.:..v'" Ft' ~ . ESTATE FILE NO, Appraised Value 01 Estate: Real Estate s ----- -; ,I ,)" - ;:.: ,.) +.;/:~~J_:;.-"I Personal Property + Jointly Held PropertylTrenslers & ~/1' ~J~/.~_ :1 '/ Totol Gross Estate Totsl Approved Deductions 7 'lCJ ,?7 , Clear Value of Estata $ '/'_ :..-. I_-:-V' /10 ,(1 ~(f- -- . '- Less: Approved Charitable Exemptions $ /V j &- t/ ~'D Cle.r Valua of Estate Subject to T.. Amount T..abla @ 6% Rate $ tax due $ Amount Te.eble @ 15% Rate 1/ {., ,3c/&- /,f.' tax due J/-j j-~ c; y . $ _c) --I !J-;j 'I? / TOTAL PENNSYLVANiA INHERITANCE TAX DUE . * . * . . A five percent discount totaling $ will be granted if the Inheritance Tax is paid by /-/1-tf; AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ ; ;; [,j 1."-0 + I ~ j ','1' s /1 -0 (:-(1 S /_A' u {, I - = $ "",,/ U , 1 iJl It + = j-/j 7J' + = Less Credits: DATE OF PAYMENT ~/~ 'V ,__/' d - il I 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 ?:-( ,,)) /1' , s.~;;' '. y;-; V~ 1 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE : " : - ( ~ ; ': ~ : ::', I.J! : .' i l_ L ~. S'1'Nl'I:NEN'1' 01' PROI'OSi:IJ D1STRIIlIi'I'lON BY '1'111: Cm\NON\~EA IJI'II NNJ' IONA I, BAN K. EXeCUTOR lINDi:R '1'\11: lAST \~1 1.1, AND 'l'i:S'1'M1EN'I' OF ~\J\IU;ARE'I' L. ~IYeRS, INI'I: 01' Till: BOIWU(;II OF ~IECIIANI(;SBlJRG, (;U~lIlI:IUAN\J COIIN'1'Y. I'CNNSYINAN lA. DI:CI:AS1:1l. 'l'IIE LOMNONwr:M:ru NNl'lONM, B/\NK, I.:xecutor' uf the lilO;t \~:ill and Testament of ~largal.'et 1:. rlyer's. Deceased, proposes to d1str:ibute the balance i.n its hands. to \~it: $llJ,~JG..I.'l, in accordance with the sai.d Last I~:ill and 'J'estament as heretofore f:iled in the ofl'1ee of the Re- gister of \Hlls of Cumberlaml County, Pennsylvania as fol.lows: 1. TO: IlAlUUE'1' RIDER, per' Item Third of said \nJ.l.: lJ,972.0G Cash 2. '1'0: ADA ECKENRODE ~\J\ LONE, per Item Th ird of said I~ill: ;. , Li,972.0G Cash .. 3. '1'0: ALLEN ~1AR'1'm, per Item Third of s,aid IHll: Li.972.07 $ILI.91G .19 Cash ImEREFORE, the said CON~\ONWi:I\[;r11 NATIONAl, BANK, Executor as aforesaid, respectfull,y proposes to d.i s tr ibute the net ba lance of . . , , sai'd Estate as stated above. TilE COM~10NWEA[;1'1I NATIONAL BANK By e Estate of Iyers. Deceased LAW OFFICES SNELBAKER. McCALEB a ELICKER U~~t, 99 I,\\', :26 . COmION\oJEAGrII or I'CNNSVINANlA) 55. COUNTY or CUNBERLAND) LOIS Il. COpr:l.J\ND, Trust ~lill1a!.!;eJ' or The COlllmonwealth National Bank, being duly swam aecord Lng to 11l\~, dcposes and says: that the Common- wealth Nati.onal BallI, is the Executor of the Last Will and Testament of Nargaret E. Nyers, Deceased; tha.tthe facts set forth i.n the foregoi.n Statement or Proposed Distribution are 'true and correct to the best of her knowledge, information and belief. T11E Cml1'tON\oJEAl.TII NATIONAL BANK By subscribed before me y.Y/ f ';J;~~/ . / , 1981. .: ~:-.; -:", -~':. ". . '., LAW OFP'ICE$ SNELBAKER. McCALEB 81 ELICKER lI~L~ L.J I"L,; 21 . ~ i'J_~ l'.c;.- ~.' .-l~'" COURT OF COMMON PLEAS OF CUMBERLANO COUNTY, PENNSYLVANIA ORPHANS' COURT OIVISION No. of MARGARET E. MYERS, DECEASED LATE OF THE BOROUGH OF MECHANICSBURG FIRST ANO FINAL ACCOUNT OF THE COMMONWEALTH NATIONAL BANK, EXECUTOR DATE OF DEATH: October 20, 1980 WILL NO.: 21-80-734 LETTERS GRANTED: November 18, 1980 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: Cumberland Law Journal - November 28, December 5, 12, 19BO West Shore Times - November 27, December 4,11, 19BO ACCOUNT STATED TO: April 30,1981 PRINCIPAL SUMMARY AND INDEX PAGES - Receipts Less Disbursements Balance Before Distributions Investments Capital Changes Principal Balance Remaining 3 4 5 $ 24,335.37 10,255.06 $ 14,080.31 $ 14,080.31 INCOME Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Income Balance Remaining Combined Balance Remaining 6 6 $ 957.89 122,01 835.88 $ 835.88 $ 14,916.19 Ul:[k :J~J t,)L~ .LV COMPOSITION OF NET BALANCES PRINCIPAL Market Value Account 4/15/81 Value Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-2 TOTAL PRINCIPAL $ 14,080.31 $ 14,080.31 $ 14,080.31 $ 14,080.31 INCOME Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-2 TOTAL INCOME 835,88 835.88 835.88 835.88 $ 14,916.19 ,'. TOTAL COMBINED PRINCIPAL AND INCOME $ 14,916,19 llG[~ ~,J tt~LL '';'v 2 '. INCOME RECEIPTS Money Market Trust 11/7 /80 - 1/6/81 Earni n9s $ 260.09 Commonwealth National Bank Common Fund A-2 11/7/80 Earni ngs 693.91 Commonwealth National Bank Common Fund A-I 2/3/81 Earnings 3.89 TOTAL INCOME RECEIPTS $ 957.89 INCOME DISBURSEMENTS Reserve: Commonwealth National Bank - executor fee $ 122.01 TOTAL INCOME DISBURSEMENTS $ 122.01 THE COMMONWEALTH NATIONAL BANK By: ~.../ :0 J. //: ~ A a -/1 ~ TrusrM~~A Executor for the Estate of Margaret E. Myers U~~h t,..) tilL~ ,-~~ 6 . '. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) I, Lois B. Copeland, Trust ~lanager of The CommonwealLh National Bank, accountant in the foregoing Account, being duly sworn according to law, depose and say that the above Account is just and true, both as to items of charge and discharge, and that the grant of letters and the first complete advertisement thereof occurred more than four months prior to the filing of the Account. THE COMMONWEALTH NATIONAL BANK By ~ ~ f1ti/~ Trust Manage Sworn to and subscribed before me 7 \. day of JJf d<=A. 1" this _ : Nnta , ... (', ., ""t'". ~. . ~... /, .','" ,..",,:- ~ i:. ....~.. "]. .I,'sy~\....., ~~'~. G:'J,l. !'r"c:.rPUJ:J,~ .. .,- Wor....~..,...t,....., ".." . I '.., ,.' ,.;' '-;, ,., ,-'...... ." ," _... (;~.[.nt C:.>"nl":?a. '"'~''''' ',' 'R~~1'\,o~.-a;o)..;J,'m ;.;n':", hly 5 12-" 21"\.11.,..,,,..,1-,\....... .. ~. . 0.. Ut.L~ Lrd tij~... ~':'J -. ., . 'tOMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'L J 55: Trust Ma~~r of The Commonwealth National Bank according to law, depo,e, and say' that s he Executor 01 the E,tate 01 Maroaret E. Myers late of borouoh of Hechanicsburg , ~umbyrland Couqty Pa. decea,ed and th.t tho . he, owmonwea I th ' within is an inventory made by .J.O_l.S..J3...~.p.eJ.and, Trlls.tj19~ at llanK, the said executor of the entire estate 01 said decedent, consisting 01 all the personal prop.rly and real estate, except real estate outside the Commonwealtlt 01 Penn'ylvania, and that the ligure. oppo,ite each item of the Inventory represent it's hir value as of the date of deced.nt', d.ath. The Common ;N~.. io 1 B sworn and ,ubscribed before me, . , ,/' B being duly Lois B. CopeljInd, S\'lorn 19 1510 Cedar Cl iff Drive Camp Hill, Pa. 17011 Addr.., Date of Death 10 October 1980 O'Y Month Yu, INSTRUCTIONS I. An inventory mu,t be filed within three month, alter appointment of personal reprelentative. 2. A supplement inventory must be filed within thirty day' 01 discovery of additional assets. 3. Additional sheets may b. ailached as to personalty or realty 4. See Article IV, Fiduciarie, Act 01 1949. >- j .,; 0 >- w '" ~ '" >- .c: '" >- w <( U " ~ 0.. >- 0) u 0 0 V> Z " '" w '" w '" C '" >- :c I- .... '" ., I- 0.. 0.. 0: >- -' "- OJ 0 ..; ~ Z u. -' <( 0 ;:>i 0.. 0 i W 0 <( w .c: :l: ,I > z '" wi ,;. <( :J C Z 0 0 I, c I- ~ .; r V> z 0 '" ......' 0 U Z w <( OJ' .0 ... II 0.. 1-1 -0 <c. c 01 '" il 1-: - -;: ~, 0 " ..c I, .:..; .E E -0 ... ~ 0 . ~ 0 ..J U u: CD " Inventory of the real and personal astate of .' .' . _____~argaret E, Myers doceased. Real Estate NONE Intanqible Personal Property 1. Received from ~largaret E. Myers Agency Account #18947-01-0 2. Accrued income from Margaret E. Myers Agency Account #18947-01-0 3. 1979 Inflation diyidend from Commonwealth of Pennsylvania 4. Medicare benefits 23,027 75 881 42 95 00 331 I 20 24,335 l-R- 11-+ II I Total Personalty