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HomeMy WebLinkAbout80-00737 !'-' ~. ~, o CO . - N WI. o 6J - ID - .. LLI . o Z >.' ;,:, '1.:, ., 'i ,.</, '\'.: .,:',. .,:'~.~. ::~:t~1' .:; ::..~ k~~. -:;';,_ ':'~i~ ~lt '0 1 (ito '-")'-1 i l) ( No. .21.80 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of (-.; f!.(ll~e. i:: S t'llArr I 51' . deceased, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is (<*6l the execut rl y named In the Last Will and Testament of r ,- c ,-- ) \.,.eorl\~' t= ....J00tl7 -::>,- dated l €.a.U'Vjil' IQ.... )qr7~ Decedent wlls a citizen Oit1Je'Unlted States and a resident of _l....b~c., H-Ilt'" Township tBUIUUYn" Cumberland County, Commonwealth of Pennsylvania. Decedent died on S"rt,:l'GIG.Y the I'S'HI day of _1\ic.tIIlIXl' A.D. 19 S{j ,In the n.."..l ,-., County of ~ 11'1 ,State of --1:.e:mla at the age of '7 p, years, Decedent has (has not) been married and has (has not) had children born to him (her) since the ex. ecutlon of the aboye described Will. Decedent was possessed of personal property to the value of ~ a '3 i t:J C C and of real estate to the value of none as near as can be ascertained; said real estate situated as follows 111a. Therefore. your petltioner~ respectfully apply(les) for the probate of the said Last Will and Testa, ment and for Letters Testamentary theron. Dated _N ~H:'nrbc., ~(>; ~ c\l),"C J " ,. ~~.:t' l:,... . lJ")';';' . '-' =0 ...:s.z ~< ,..~_.J .-c:; O"J , ,,:. ~E ~ w::l -'U U COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55 '5 NOI'hl"& Y-&~ J ~~~..a _13e++-y 5, Nr:I-tfr'd as' \<~l)'5I')g+c1) Cc.\}'J") Hili \ .~ . ::...: r<' (l Name and address of Petitloner(s) ".. I.... .;.. c;.::.. we' 010.. 0:<1 O~ Uw ~o: o N > c::. z Dt- Ii) }~, , 17c;(/ . Gd:t-y named in above application, being duly Sl.<:bhl statements set forth in this petition are true to the best of _~il.-li'l:!I_ and subscribed before me,J\j"~<'."be-t. 2.0 19~_ _~/L'-':f-{!' ~;./,~d ~ ~Ister according to law say(s) that the ~\t-l- knowledge and belief. x kit fl >>.</Jl2-,f I ;;' . J ' t ( Filed: November 21. 1980 L~OJLEIL.G Y0 +tt-f , ese,) 1/ ( , > }(;./,Ad &1- IJ(:,13o)( C)3 "'1c./I'I~Jj(,'j'J.o~ 17/08' / Attorney' / 0 ~ '. .. LAST WILL AND TESTAMENT OF GEORGE E. SHARP, SR. I, GEORGE E. SHARP, SR., of the Borough of Lemoyne, Cumberland County, Pennsylvania, make, publish, and declare this to be my last Will and hereby revoke all Wills and Codicils previously made by me. ITEM I. I direct my Executor hereinafter named to pay all my legal debts and funeral expenses, including the cost of my gravemarker, and the administration expenses, as soon as practicable after my death. ITEM II. I give and bequeath all my automobiles, jewelry, wearing apparel, books, pictures, household furniture and furnish- ings and all other articles of household and personal use or adorn- ment, together with any insurance existing thereon, to my beloved children, MRS. BETTY S. NORFORD, nee Sharp, GEORGE E, SHARP, JR., ROBERT L. SHARP, and MRS. KATHERINE R. HEVNER, nee Sharp, to be divided among them as they see fit, but if said children fail to agree upon such division within a period of two (2) months after my death, then the items shall be sold and the proceeds therefrom shall be added to, become a part of, and administered with my residuary estate as hereinafter set forth. ITEM III. All the rest, residue, and remainder of my prop- erty and estate of every kind and nature and wheresoever situate, including all lapsed legacies and bequests, including any property over which I may have a power of appointment at the time of my death, I give, devise, and bequeath in equal shares to my beloved children, MRS. BETTY S. NORFORD, nee Sharp, GEORGE E. SHARP, JR., ROBERT L, SHARP, and MRS. KATHERINE R. HEVNER, nee Sharp, and if one of such children is not then living, such child's share to his or her issue per stirpes. ITEM IV, All estate, inheritance, legacy, succession, or transfer taxes, including any interest and penalties thereon, im- posed by any domestic or foreign law with respect to all property taxable under such laws by reason of my death, whether or not such property passes under this Will, by operation of law, by contract, or otherwise, shall be paid without any right of reimbursement from any recipient of any such property, without any right of apportion- ment, and without postponement. ITEM V. Should any person entitled to a share of my estate be a minor, at the time of distribution to him or her and should the value of such property be more than the amount which may be paid or delivered to him or her or in his or her behalf without the appointment of a guardian or other fiduciary or the delivery of security, such share shall be paid and distributed to my Trustee hereinafter named to be held, IN TRUST, and managed, in- vested, and reinvested, together with the accumulation of income thereon, and the Trustee shall use and apply from time to time such portion of the income and principal thereof as it deems neces- sary or desirable for the minor'S reasonable maintenance, support, and complete education, including preparatory, college, post- graduate, or professional training, or to make payment for such purposes to the guardian or person with whom such minor resides or directly to or for the benefit of the minor without further responsibility to such minor or any person taking care of such minor, and when such minor attains the age of eighteen (18) years, any principal or income not so paid or applied shall be distributed to such minor or if he or she dies prior thereto, to his or her personal representative. - 2 - 4,02 .' '. , ': " ITEM VI. In addition to powers granted by law, my personal representative and Trustee shall have the following powers: A, To sell at public pr private sale, to exchange, to lease, to pledge, to mortgage, to transfer, or convert or otherwise dispose of, or grant options with respect to any and all property, real or personal, at any time forming a part of my probate or trust estate, in such manner, at such time or times, for such purposes, for such price or prices, and upon such terms, credits, and conditions as shall be deemed advisable or necessary under the circumstances. B. To compromise any claim or controversy. C. To invest in all forms of property without being limited to legal investments. ITEM VII. I nominate and appoint my beloved daughter, BETTY S. NORFORD, of Lower Allen Township, Cumberland County, Pennsylvania, but if she predeceases me, fails to qualify, or ceases to act, I nominate and appoint the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, having an office at Third and Hummel Avenue, Lemoyne, Cumberland County, Pen..'l'J.sylvania, as the sole Executor of this my last Will to serve without bond for the faithful performance of duties in any jurisdiction. ITEM VIII. I nominate and appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY as the sole Trustee of all trusts created - 3 - 403 , '- III a: W l(l " s . II) ll:: II) 0<0 [/) II) ~ 0 :> x - ~ <( I-t:: ~ Z :t.( ,. Ul ~ (Y) ~ Z W U .. en 0 Z ;;: ::EXIl)W <ONn. ~ ... :t: m N .. i+-t 0 II) . - Cl = C . ~ a: 0 ci a: :::: M I.LI n: 0 ~ -' " .. m M u III Ul J ~ ~ W - z a: o a: ~ a: ~ <: w UlJ: l!l ~ N " I- W ~ - , ;, OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Regisler for the Probale of Wills and granting of Letlers of AdminiSlralion in and for lhe County of Cumberland, personally came ilh'*'f c::; l\io ,-ff; ,-(j who, being duly c;...:or,1 ,doJ:.'~ depose and say lhal as .t:lCl"(I-+""-L l3eo rfJf: E' ~.>h ate, Sr of the lasl Will and Testamenl of deceased ~ n t will well and lruly adminisler the goods and chattels, righls and credils of said deceased according to law. And and subscribed before me. I J also will diligently comply wilh the provisions of the law relaling 10 Transfer Inherilances. .S-u.'h' '<'.." ,}I ~V.l"~lbH' 2..0 A.D., 19~ ,'), ' " . ~ . f!. ~ r. 1'-- u. o ..J ..J - 3 ,0: .00: .: -: ~\ o z o z .s l3 '" [:il Be il remembered thaI on the 21st recorded the last Will and Testamenl of / :.,; : Q1 '" tU .' ~ 1.,; Q1 \JJ\c:l " ~ ~ C1 .Q Iil\ ul tJ :d:7 ,. -' 0: w: <D '1': (0: 1F: -g I:Q " "r s';3 ~-- ""~ fTl~ ":J ';.:~ rN'~ J>:-r. Z-;-.- c~- :_;.:r: .:-',. u: .;-~, E-4:'.;: {<1\ . .-<: 0: ~: 1Fl ~ tU p.. .... .... ~ = .~ "" ~ ... o '" Q1 ... "" = 01 DECREE Register 05 o 0: ro~ .-<< :0'" ~~ :J1" ....-:1 l~r:1 :'p . f''''' : .~.:. ~. ':~ N .... 'f ~ l' :'I al .... ,~ ~ November 80 ,A.D.,19_, there was probated and day of George E. Sharp. Sr. :z: ~ N o '= ...; late of Lower Allen Township , Cumberland County, Pennsylvania, Bettv S. Norford Deceased. Letters Testamentary were granled 10 Wilness my hand and official seallhe day and year aforesaid. ~ld-p {i, 406 cji~~.-/ Register REV-449 EX. (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Reverse Side) * - , ; " Last Add ress ,~ t<ensintJ+-nn nri",p, Date of Death _November 15, 1980 Social Security No. 214-09-7779 Estate of C';eorqe E. Sharp, Sr. Camp Hill PA 17011 Bureou File No. (CITYI (STATE) IIIPI County File No. 21-80-737 1. Decedent died: ( ) Intestate (without a will) (X ) Testote (leaving 0 last will--copy attached) Yes _ No XX 2. Is the filing of 0 Federal Estate Tox Return required for this estate? 3. Name Betty ( S. ) Administrator! Administratrix Norford ( X) Executor/Executrix Address 25 Kensington Drive Camp Hill (CITY) PA 17011 (STATEI IZIPI 4. All correspondence should be moiled to (X ) Attorney ( ) Fiduciary. 5. If an ottomey is representing the estate, indicate: Hetzger ,Wickersham, Knauss & Erb Name Attn: Robert E. Yetter, Esquire :"31-111'7 Address 111 Market Street, P. O. Box 93 Harrisburq (CITY) PA (ST ATE) 17108 (ZIP) List all safe deposit boxes registered in the decedent's indiyidual name\,or jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by anot er as ogent or deputy, Include the name and address of the bank or ather institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH OECEDENT MAINTAINEO A SAFE DEPOSIT BOX a ~ Trust Company !~ar e ree Lemoyne, PA 17043 NAME OR NAMES IN WHICH SAFE OEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT George E. Sharp, Sr. or Betty S. Norford Daughter Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and bel ief it is true, correct and complete. Q, 113/ ~'IV;I OATE , . ~ PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a retum: 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 acquire knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided thiltno separate return need be milde by the Iransferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of tlw counly 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 apptied for and granted by tllO Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 7910f the 1961 Statute provides that". . ,any person wbo willfully fails to file a return or other report required of him, . .shall be personally liable. , ,to a penalty of 25% of the tax ultimately round 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 rale of 6% on transfers to tineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENTOF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues Ihereafter until payment is made. All payments received are fi rst applied to any interest v.f1ich 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% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Regi ster 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 lienllpon 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 he sentenced to pay a fine not exceeding $1,000 or undergo imprisonmenl nol exceeding one year or both. , . . '- REV";51 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEOENT Estate of ITEM NO, 1 2 3 4 5 6 SCHEDULE "B" PERSONAL PROPERTY *' (Instructions on Reverse Side! George E. Sharp, Sr. DESCRIPTION UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL Y! Checking account #31300B34, Dauphin Deposit Bank and Trust company, in name of decedent (2,419.16) .J..'f ?1 I. lID Checking account #007977127, CCNB N.A., in name of George E. Sharp, (Edna M. Sharp died Bank, Sr. ) 2,494.07 1971 Chevrolet Nova, coupe, No. 113271W313637, in name of decedent 400.00 Hershey Creamery Co., Harrisburg, PA., Christmas gift 281. 37 Capital Blue Cross, reimbursement for medical expenses 1,805.56 Blue Shield, reimbursement for medical expenses 450.75 TOTAL THIS PAGE (7,850.91) 1 ge".:{, Y 1~(\J1' II QUESTIDNS CONCERNING PROPERTY TRANSFERS 1. Did decedent, wi thin two years of death, makc any transfcr of any matcrial pmt of his eslalc without receiving valuable and adequate consideralion? (Answer "Yes" or "No",) No_ 2, Did decedent, within two years of death, transfer propcrty frolll himsel f" hersel f to himself!hnrsel f and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) _ Yes 3, If the answer to one or two above is "Yes" alllltile transf'~rs arc claimcd to he nontaxahle, provide the following information: a. Age of decedent at time of transfer, b. Copy of death certi fi cate, c, Affidavit by the attending physician indicating the state of dccedent's hr.alth altime ollransfcr. d. All other information supporting nontaxallilily of transfer. 4. Did decedent, in his/her lifetime, make any transfer of plOperty without receiving a valnahle or adequale consideration lhereforwhich was to takeeffecl in possession or en/oymenl at or after his/her death? (/\nswer "Yes" or "No".) No a. Was tbere any possibi tity that the property transferrcd might rejjlln to transferOl or his/hcr estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) 0 b. What was the transferee's age at time of decedcnt's dcath? 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 facl cnd before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) No b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) Nn 6, If the answer to live b. ahove is "Yes," state whether the light was reservcd in decedent alone or others. n/a 7. Did decedent in Ilis/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 beneficial enjoyment of which vms suhject to change, because of a reserved power to al ter, amend, or revoke, or which could revcclto decedent under telms of transfer or by operation of law? (Answer "Yes" or "No",) No 3. If the answer to eight above is "Yes," was the power 10 aller, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) n/a , ' SCHEDULE "0" BENEFICIARIES ~A.f. wg REV-453 EXt 13.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT (/nsrruct;ons on ROVCn:il! Sido) Estate of George E. Sharp, Sr. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY - Hill, PA 17011 Daughter Yes Adult 1/4th interest Katherine R. Hevner 190 Ashford Drive Enola, PA 17025 Daughter Yes Adult 1/4th interest Robert L. Sharp 887 Shawnee Drive Harrisburq, PA 17112 Son Yes Adult 1/4th interest --.------ George E. Sharp, III 20 Wayne Avenue New cumberland, PA 17070 Grandson Yes Adult 1/4th interest ------+--- The above beneficiaries are living at this time except for the following: DATE OF DEATH NAME 'REV-454 (1-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY .. (In5truct;ons on Reverse Sic/c) Estate of George E. Sharp, Sr. I I I , I .j , ; P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST IOfficial Usa Only} T 1 See Schedule II ell '. . . , - TOTAL THIS PAGE None N~'J ~'P- INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent joinlly with another party or parties as joint tenants wilh right of survivorship. Both tangible and intangible property are to be included. List real estate first. ,. Describe all real properly as indicaled in the inslruclions lor Schedule" A". Describe all personal property as indicated in the inslruclions lor Schedule "B". Include the name, address and relationship to the decydent of the co'owner (s) and the date the joinl ownership was established. 2. Indicate the total market value of lhe joinlly owned property. 3. Indicate the percentage of the decedenl's interest. 4. Indicate the market value of 111e decedent's interest. c "" :;:; '" > ," > ~ z > 0 I::) :;:; [fl 0 t'1 Cl n c :;:; -l Z .... Z '- t"1 ~ Z ::; 0 - 9 , ::::: 2 z z ~ -l tT1 t"i 9 0 -l ~ <Jl tIl '" % 0 ;f) 0 -l In I-' 0 '":1 :", ":] ;:<:: I ~ :;;-. , !llJ !U1 I > ex> 0 ,", ;.;.., c.:, ,E! !~ 'Gl -l 0 ":j ;'d ~ c... '0 !g 0 I ":j 'H' e: ~') :::, () 1::<: ICD -..J 5 i:, c 1::1 Z w , :=.:..:..:1 5- ',..., I~. :'..0: -..J > ..-:. -.~ ...;~. . [". .. - 'I-' lro t"" o~ ~ ~~ ro I-' '::1 l.;.Jll.: c.: .:r. ~,.. '1 ~ :I..Q I~ c:: CJ' c;,-- tIl C:::V' tt ,w I-' 1'1:1 Ir!' t"1 0<::, :='=~ III '0 <>"J 0:- ::t ,>' 1::1 I~ 0 ~o= ~ 'oJ=> P. Z -'u , SO I-' 10 t"" <> I~, -< ..., ,"I -< -< '0 I:' ~ I-' i< t"1 t'1 I-' ,ro > :.- I c.., ;:::l ;:::l t1 , . I-' I ID I ex> 0 REV.518 ro (7-80) ~~,;. . ..~ .~C~ "~i . ." COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Betty S. Norford 25 Kensington Drive Camp Hill, PA 17011 RE: Estate of County of File No. George E. ShRrp. Sr. Cumberland ;>1-8o-0?~7 Dear Mrs. Norford: You ore hereby notified that the ori~ina1 appraisement in the estate of Georp;e E. Sharp, Sr. has been filed in the office of the Register of Wills of Cnmh....lRnn County an Ma,y :>8 ,19 JU... Said appraisement reflects the following yoluatians: Real Estate Personal Property Jointly Owned Transfers Total None 7.862.91 None 20,060.80 527,923.71 As to such tax that is poid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusiye; 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 party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act o' 1961,72 P.S. 2485-1001, P.L. 373. Date May 28. 1981 Signed PJiJ.HFu .J-If'-,Il']/I'J) Title Chief Appraiser NOTE: This is not a bill. REV-"', EXt C7~ol COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX DE EDE T INHERITANCE TAX APPRAISEMENT ~ r~.' ,~'~.' f} ,.' ,~y.lJ ~ .. ~~~....i't:':'::'-'l'-......~ . ' . . ~ . . ."...::t'.:'.I~'4_;,/..r. - ~/('t.~.:' ..,,-~'" ~DRIGINAL o SUPPLEMENTAL File No. 21-80:-.Q7.?li' Es tate of Geor!,:e E. SharD, Sr. Caun ty Cumberland Date of Death November 12.......l980 In the event that any future Interest in this II!stofo is transferred In poueulon or enjoymont to colloteral heirs of the decodent after the expiration of any estate for IIfo or for yeurs, tho Commonwoalth hereby expressly resurvCls the right to appraise and assen transfer Inheritance taxel at the lawful collateral role on any such future inlerost. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH I .j ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE Nnnp Unreported S Unreported S Unreported S Unreported S S None S 7,862.91 S Nnn.. S 20,060.80 $ 27,923.71 I i 1. Total Real Property - SCH. "A", . . . .. S I i 2. Total Personal Property - SCH. "B". . .. s : 3. Total Jointly Owned Property - SCH. "e" $ , None ?,86?Cll I 4. Total Transfers - SCH. "C". . ..,. . , . $ ;>0,060.80 o LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. )l'h. /11 )'I?I'~ If" )f,~ ) OS/28/81 APPRAISER D~TE . Eii '" ~ l:r: ~ > ~ .... '<R ..: ~ :z: lo.l ~ ~ \.0 .'t:l 0 >- <= @ ~ 0 <11 .... M III ~ ::l . '" ,J ril .D 0( ~ !l ~ 0 U Z @3 .-i l\J ~ 0 .-i '" ~ '" ~ N 0 0 ~ l:r: ~ ~ ... 0 Vl 0 Z c:i tIl Vl >- E- O - ~ Z !;;: lo.l ... ~ Z :z: ...l c:i - 0 l:r: Z ::.:: \OJ ~ ...l Z ::E :z: E- o ::> u " :z: - ~ en 0 8 0 ~ ~ :;:: ~ ..: 0 ....l , .-------------------.----------------- ._____ __~ ____ __ .........__........ .~ -a . " REy."e".' : I , ~-- _ - _ COMMONWEALTH OF PENNSYLVANIA 4 NO 100048$ DEPARTMENT OF REVENUE -- . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX If ill . ... l It = III l~ - TAX AT 6% TAX AT 15% RECEIVED FROM TOTAL TAX CREDIT 1.327.76 /1 sq. TAXAT_% ESTATE TAX ADDRESS 17 08 FILE NUMBER LESS DISCOUNT 66.39 DATE OF PAYMENT Feb. 17. 1981 GEORGE B. SHARP SR. CWlberland 1. 271iJ7 % INTEREST TO_I PLUS If ROM NAME OF DECEDENT COUNTY TOTAL AMOUNT PAID POSTMARK DATE ~MARKS: .PAID ON ACCOUN'l''' ~ ..J -JOd!.~ ~~ . V~ W.Jl~ SEAL ~ ~ ~., <<qfE~E~ED BY I REGISTER OF WILLS .._.... __ _& _..,... -. __ -~ ...-_ . _a I .~~=-~j~~._r~~~~;::,\~:-.;(~:-.,.~;,,-<.~ :.-, -.-' .:. _ - - - , \ ~W~;!t";'-'Ji'':!'"'Y':''' -'.' .' - COMMONWEALTH OF PENNSYLVANIA ! ';.oltii":29474>'.... DEPARTMENT OF REVENUE ' . : 4 ry':~;,.'" '.' ,,'OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX : If' ,'" '.' ' , ill . . ... 11 :: .U TAX AT 6% TAX AT 15% . RECEIVED FROM let:ty S. RO&'fO&'d TAXAT_% ADDRESS ESTA TE TAX ---Es1:ATEINFORMATiCiN7------------------- DAlE Of DEATH FILE NUMBER DATE Of PAYMENT rebruar 17. 1981 NAME OF DECEDENT m m COUNTY Cumberland POSTMARK DATE REMARKS: ...LACIS IlZCBIPT NUJCUR 1(000489 VOIDED "'AID OR ACCOUNT" SEAL RECEIVED BY I REGISTER OF WILLS ~ TOTAL TAX CREDIT U.327.76 I LESS DISCOUNT PLUS % INTEREST IFROM TO_I 66.31 TOTAL AMOUNT PAID Ii :U.1-]7 ,.. /-f.."':/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUtllIERIXNII DAUPHIN J ss: Betty S. Norford, being duly sworn according 10 law, doposes and says that she is executrix of the Estate of George E. Sharp, Sr., Lower Allen Township late of __ _.___ ,_, ._. _. __ _ ,___,_ _._._u. , Cumberland County, Pa., deceased and that the within is an inyenlory made by her __ __, the said executrix of the entire estale of said decedent, consisting of all the personal prop~rty end real estate, except real estale outside Ihe Commonweellh of Pennsylyania, and that the figures opposite each item of the Inyentory represenl it's fair yalue as of the date of docedent's death. Sworn ~lf j ~4_Mj~Y IlUIOrIlI<:Ii I Betty S. Norfo a, Executrix 25 Kensington Drive and subscribed before me, February 27, $7 !L1l h~. f~j( , NOTARY pC:JC My Commissioll [. S rlb:uary 5. 19P..? Hanisbulg. Pa. Dauphin Count 19 81. Camp Hill, PA 170ll Address Date of Death l5th November 1980 D.y Month Year INSTRUC'!'IONS I. An inyentory must be filed within three months after appointment of porsonal representatiye. 2. A supplement inyentory must be filed within thirty days of discoyery of additionel assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. P. 'M .<:: en l:: :;. ..; >- . 0 " .... I- W ~ E-< w M ~ '" S tIl .. w " .... 0.. l:: " . I 0 Ql .. 0 W lI'I C III '" 0 '" w ~ .-i .. " <Xl I- :I: 0.. M .' ':.; :.:~:V!::!3a~ln:J '" c I- ...J U. ,0'11;'1 .:. ~:'.o.i.J,lO~~iJ:;i:l ~ I Z <( 0 .0: .0: 0 .-i u. ...J :I:: 0.; .... . ,.,. "" . ~"" :I: W <( W N 0 '" tIl ~ ,;. <( > Z Ql - Z 0 c C . :;. ta" ll\i Z - OV~ la. c lI'I Z [il 0 .' '" u z w <( H ... 0.. [il .., t!J c ~I - ..:!! ' ..~i!J3~ 0, 0 Gl, ~:Jd.i'J'G.iIj~O:l3Y [il, ..0 .., ... t!J' " E ..! 0 - I .. ~ 0 , -' U ii: ., InvBntory of the real and personal estate of GEORGE E. SHARP. SR.. deceased personal property: Checking account #31300834, Dauphin Deposit Bank and Trust company, in name of decedent 2,419 H 2,494 07 400 00 281 37 1,805 56 450 75 7,850 91 Checking account #007977127, CCNB Bank, N.A., in name of George E. Sharp, Sr. (Edna M. Sharp died ) 1971 Chevrolet Nova, coupe, No. 113271W313637, in name of decedent Hershey Creamery Co., Harrisburg, PA, Christmas gift capital Blue cross, reimbursement for medical expenses Blue Shield, reimbursement for medical expenses TOTAL Real Estate: None None \ \ ! . UEV.455 EX. (j.HOl COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS _.;=.o-~"'. Estate of Georqe E. Sharp. Sr. Date of Death 11/15/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant None Relationship to Decedent n/a Claimant's t\ddress n/a ITEM OATE NAME OF PAYEE REMARKS AMOUNT NO. 1 Register of Wills lro ate WJ. , 32.00 etters testamentary 2 Re ister of wills File inventor 3.00 3 Register of t-lills File appraisement 3.00 4 Reqister of wills File debts and deductions 3.00 I 5 Register of Wills File account 37.00 6 Bett B. Walmer Notar fees 10.00 , ! e ge , J. S 7 K u & Erb Attorne 's fees 400.00 8 12 13 Gilbert W. Parthemore Inc. Funeral ex enses 2,389.96 9 Gingrich Memorials Gravemarker 385.00 10 11 17 Reida Me onnell Nursin services CkU22 350.00 11 11/19 Sybil Sheesley Nursing services CkU28 280.00 12 11 19 Sandra E. Bixler Nursin services Ck#123 70.00 13 11 19 Joan Turo services ck#l27 350.00 14 11 25 Sondra Sn der services Ck#l30 210.00 15 11/26 Reida Megonnell Nursing services Ck#l3l 210.00 16 Inc. . 23.00 11 24 personnel Pool of Hbcr. Nursin services Ck#l29 - - " 17 11 24 V. Bruno Alvear M.D. Medical services Ck#l26 320.00 18 Harrisburg Hospital Last illness 210.00 19 11/20 Freedman, Kanenson & M~'f~'Medical services 150.00 20 Waltz & Bixler, P.C. Medical services 216.00 21 wynn Apothecary Debt of decedent ck#l24 72.90 22 pomeroy's Debt of decedent Ck#123 57.26 TOTAL THIS PAGE $ 5,782.12 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 Ta. purposes. . "t 2/13/1981 SIr; ATURE or ATTO NF.:Y/FIOUClARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S AT b PERCENT. 6=-.:? f-tf/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, In additiDn to debts incurred by tha decedent or estate, Dther items are claimable including the cost of administratiDn, attDrney fees, fiduciary fees, funeral and burial expenses including the cost of a buriallDt, 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 schedule. A family exemption of $2,000 may be claimed by a spouse Df 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 Dr child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent, The family exemption is allowable only against assets which pass by a will or by the Pennsylvania I ntestate Laws. C ." 0 8 > tTl > :5 z > 0 0 ~ Z " Z Cl C"l c: 0 ::: t"' t'1 t'1 ;>:: Z '" 0 Z 9 t"' Z Z t'1 ..., tTl ..., 9 ..., -< tTl - 9 '" ~ z 0 tIl 0 '" 9 ":l ":l '" I-' ~ I ~ ex> 0 C"l '" Gl - 0 "<l DJ U1 III 0 I "<l n ;;l 0 Z -.I ~ n 0' t: '0 :>: 11 w ~ .. c ~ III ILl -.I > ::c ::l III r" .' ~ III 1-'- Ul ,-; E' ~:::. 11 I-' 1-" t':1 c: '" u..l ~~~ I-' I-' ::l tTl '?', . r- III 'Q ~ ~ 7;:< ::l .... (Jl D"" (2....l 00 "d 0 ::r w~,. c:c o~- cC::: >' ::l III :( t:: W c::'_~l 'en 11 -< -< OC) :::::"'1:"" I-' a '0 tTl t'1 ~ Ow C::5 -.I 11 > >- ~o:: - ':ju co 0 1-" '" '" . u I-' <: (Jl I-' III 11 \~ 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. INFORMATION To insure proper credit to your account. the name of the estate and file number should be clearly print. ed on tho check or money order. This assessment is made In accordance with Section 70B of the Inheritance and Estate Ta. Act of 1961 (72 P,S, 9 24B5.70B), To the e.lent thet inheritanco taX is paid within three (31 months after the dealh of the decedent. e discount of five (51 percent is allowed (72 P_S, 92485-716), Inheritance Tax. other than tax on a future interest. is due at the date of the decedent's death and becomes delinquent at the expiration of nine 191 monthS after the decedent's death (72 P,S, 9 2485.71 1), Inheritance Tex on e future interest is payable within three (3) months aflef the transfer takes eflect in possession and enjoyment end is delinquent thereafler (72 P,S, 9 24B5-712), Calculate interest from Ihe delinquent date shown on the face of thiS form to the date of aClUal payment using tha following interesl table: -------------------- - - --------- --- ------------- - - --- - ----------- -- -- - - - ---- , month .005 4 months ,020 7 months ,035 10 monthS ,050 2 monthS ,OlD 5 monthS ,025 8 months ,04D ' 1 months .055 3 months .D15 6 months .030 9 months ,045 12 monthS .06D , days _00017 I I days _001B6 2 I days _00352 2 days _00034 12 days _00203 22 days .00369 3 days _00051 13 days ,00220 23 days _003B6 4 days _0006B 14 days ,00237 24 days .OO4D3 5 days ,00085 15 days _00250 25 days .0042D 6 days _001D1 16 days .00267 26 days .00437 7 days ,0011 B 17 days ,002B4 27 days .00454 B days ,00135 I B days ,00301 2B days _00471 9 days ,00152 19 days ,0031B 29 days .OO4B8 10 days ,00169 20 days ,00335 3D days .00500 -- --------- ---------- ------- ----- -------- ---------- -- - ---------------. MY partY in interest. including the Commonwealth and the personal representative. not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estata Ta. Act of 1961 (72 P,S, 9 24B5. I 001), Make check or money order payable to: "Register 01 Wills. Agent" Mail to the address listed below: CJ (!) '.. '~i (: 0:: l- ''-J C'_ r..:...-:- -;r1: 'lJ I <::1 cD ~ -.0 0\ .C: ~~ VU