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HomeMy WebLinkAbout80-00739 '.; ..>.' ~y:::. ~H::. N ~ r ; . (-I H r..' OJ . <TJ (,) ~ C '" ~ r'~ (r: ... r--- p.. "., ~ . ." .., ::;.: Q ow. co 0 i~ .. - M 6J - . IU 0 - .., .. Z LI.i '\)l1.. ..0 - ',;. " Cl cO ~, 0 ",:0 ;;:":1 fTlrrt :-2~~ ". ,~..~g ,.,,;;t;.I 7 '- _.-::::J ,f" '., . ..) ~.? , .",;:) . -. ,~I .Cl - ","J :.~ -:-. .. !:: . l;'! . <II H H OllC ~ ~ '" --cl <= E--< N ... :< r< '" ~ (. '::l ~ cO P- H rLl nl I e ~ Cl <Xl +>>~ b!J UlnlnlH ~ I ::s::S ~ <:> +' >>O'.D M lD rn U) ~ H - Q) e 0 ~ .n +' ..-\ H gs ~OQl<= :;: ~~.2 E--< ~.. .< c'I$ u Ul ..., ~~ ~ A " '. j , \ 1 \ \ \ =...~;.. ~ 0:::'" L.' . ,- ~ c;, '" .. ~-~.: 0.. . ~ %0 .::::;,:: ,,-. - :r.....-:: o- N 0..--, c.~ "':x: E; Ow W;! , a:> cui z "':I:: 0:__ 0::::> 0", We.> e.>w C> --' Wo:; 5C e.> 0:; \ \ i .. ... lAST ~IILL AND TESTAHENT OF I{ABEL C. BEITZEL 1 i , I, MABF.L C. BEITZEL, of the Township of Upper Allen, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, oublish and declare this my Last \~ill and Testament. 1. i ! i I I I I , I I I I direct the payment of all my just debts and funeral expBnses as soon after my decease as the same can be conveniently done. ? ~. All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath tmto my children, share and share alike. 3. For the purpose of facilitating the sBttlement of my estate, I hereby authorize and empower my Executor, hereinafter named, to sell any and all real estate which I may o~m at the time of my decease, at. either public or private sale or sales. LASTLY, I nominate, constitute and appoint my son, Edgar L. Beitzel, Executor of this my Last Hill and Testament. IN \fITNESS \1Hf.FlEOF, I have hereunto set my hand and seal this day of /71 - ~ ji 'q-~ , A. D. 1963. LJ-Lk r i /)~' (...-/;" ~/'A / 1?i-<(/~1. f3 ,J..L ~-(5EAL) -----Mabel C. Beitzel ?I . , . .' - Sif1led, sealed, published and declared by the above named Habel C. Beitzel, as and for her last Hill and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence of each other. R~ ~ m. 4:t ~l.2- OATH ot' PERSONAl. REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, lhe Regisler for the Probale of Wills and granting of Lellers of Administration in and for the County of Cumberland, personally came \o~nf7RT' r.. Ho; t7.sl who, being duly sworn ,do es depose and say Ihat as Executor of the last Will and Testament of Mabel C. Beitzel deceased he will well and truly adminisler the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the proyisiDns of the law relating to Transfer Inlferitances. S"lorn ~tidSiJbscrib{d; before me. --""_.-t- ~-="'d-'''- a 80 L. . '. .... .. / November A.D., 19_ .' ~ -", T' ---- ~'. ,-0'_ .:::"'....-.../,. :.,; oj Q) '" co' Ol a> Q) ,...tr (J Q) 0 ~, (") oil ;:0:0: co: ....,r- LL. :11'1 c::'" 0 M~: 3'" "'0' 0 c:o::' :z u;~ "'0 = -10- 0'; ....: ~;n <: 1"":1fi1: ." N ":':1t"::= .-I o-:1j 0 )>.. ' .. c-: 0 5~ - ~..~ f" .-I ril: ~ .~~ N: .... -2(1; '0 ,- I:-<, .... 8 - .~ u.:.:; .- H: ~ S frl: [~.:,0 [ii ~: .;" ;;,. tnj = .' :~. If'l .~ N .: '1:l '" Q 0, ~ .-i 00: 0 0-:1; ... <l' :> Z 0 ~F 0 ,: ftl: (J ..,. _: .l!l en, Q) .~ N: <t: ... ~ 1l 0 s ,-. '1:l .... H: = ~ .~ Ul r... Z r.1 Ol DECREE Be it remembered that on the 25th day of Mabel C. Beitzel November ,A.D.,19~, there was probated and recorded the last Will and Testament of late of Mechanicsburr>: , Cumberland County, Pennsylvania, EdBsr C. Beitzel Deceased. Lellers Tes tamentary were granted to Witness my hand and Dfficial seal the day and year aforesaid. 4J.? ~r~'r~", 1:J.-7-J'O REV.44l) EX" IJ.80j CQMII4.0HWEALTH OF PEtmSYLVANIA D~PARTMENT OF REVENUE TRANSFER INHERIT"NCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (lnotrucl;ono on Royono Sid.) * Estate of Mabel C. Beitzel November 12, 1960 -----~-------- Do te of Dea th Lost Address Seid1e MemoriBl Hospital ------_. .----.----------------- /79- I/o - 'I,/P9 I Social Security No. J'1ech!l.!licsb~rg, Pennsylvania Bureau File No. ICilY' ISlA TEl (ZIPI County File No. 21 - 60 - 739 I. Decedenl died: ( ) Intestate (without a will) (x) Testate (Ieaying a last will--capy attached) 2. Is the Filing of a Federal Estale To. Relurn required for this estate? Yes_ No ~ 3. (x) E.ecutor/~ ) Administrator! Administratrix Name Edgar L. BBi tzel Address 424 west Main st. Mechanicsburg, Penna. 17055 (CITYI (STATE' (ZIPI 4. All correspondence should be moiled to ( x) Attorney ) Fiduciary. 5. If an attorney is representing the estate, indicate: Nome J. Robert Steuffer Market Square Bldg. Me chanicsburll: , Penna. 17055 (CITY) {STATEI (ZIP) Address List all safe deposit bo.es registered in the decedent's indiYidual namel or jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by another os agent or deputy. Include the name and address of the bank or olher institution where the safe deposit bo. is 10cDted, the name (s) in which the bo. is registered Dnd the relationship of the joint holders to the decedent. NAME AHD ADDRESS OF BANK OR OTHER INSTITUTiON IN WHICH DECEDENT MAiNTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP DF JOINT HOLOERS TO DECEDENT None DATE PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides 1I1atlhe following pc~sons shall prepare and file a~~ - a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additiDnal property which is or may be subjeclto Inheriiance Tar. of which he"-~he shall have or acquire knowledge; b. The transferee of prDperly.upDn the transfer of which Inheritance Tax is or may he imposed by the 1961 Statute, including a tmstee of property translerred in tlUSt, provided thai no separate retum need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with lhe Register 01 Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine monUls after the decedent's death, unless an extension ior filing has been applied for and granted by the Secretary of Revenue within Ule nine.month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required Df him. . .shall be persDnally liable.. .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department 01 Revenue as debts Df like amount are recoverable by law." 5. TAX RATES Inheri tance Tax is payabl e at the rate of 6% on transfers to Ii neal descendan ts, such as father, mother, hu sband, wi fe, son, daughter, grandchildren, grandparent, son.in-Iaw and daughter-in.law and at the rate of 15%"as to ali Dthers. 6. PAYMENT 0 F TAX The tax assessed Dn the transfer of property reported in tile return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter ontil 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% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Departmeat of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any inlerest 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 belDnging to a transferee liable for the toX" 8. FILlNGOF FALSE RETURN Any person who willfully makes a false return Dr report required of him shall, in accordance wilh Section 793 Df the 1961 Statute, be guilty 01 a misdemeanor and, on convictiDn 1Ileleof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment nDt exceeding one year or hath. REV-450 EX+ (3.80) 'COMMONWEAL TH DF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY w (Instructions on Revarse Side) ESTATE OF Mabel C. Beitzel -! ITEM ESTlMA 1 ED OEPARTMEHl OESCRIPTlOH MARKEl VALUATlOH 1'10. VALUE (OFFICIA~ USE OHLY None None TOTAL THIS PAGE None N M u..... ""':i/L REV.4lS1 (l.80) CDMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (lnsrructlons on Reverse Side) Estate of Mabel C. Beitzel '*' ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL YI (1) crhecking Account No. 142-142031-4 with The Commonwealth National Bank. 1.215.63 (2) Statement Savings Account No. 14-0010066- with The Commonwealth National Bank. 4.874.03 (3) Evergreen Passbook Savings Account No. . '1 14-0010201-6 with The Commonwealth National Bank. 34.297.77 (4) Interest accrued to date of death. to wit 11/12/80 on Statement Savings Account No. 14-0010066-3 with The Commonwealth 8.43- National Bank listed above. (5) Interest accrued to date of death. to wit 11/12/80 on Evergree Passbook Savings Account No. 14-0010201-6 with The 236.36 Commonwealth National Bank listed above. " TOTAL THIS PAGE 40,632.20 'I 0 ~..3 -2- dLO ~ QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part Df his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and anDther party Dr parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) JiL 3. If the answer tD one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the fDIIDwing infDrmatiDn: a. Age Df decedent at time of transfer. None b. Copy Df death certi fi cate. c. Affidavit by the attending physician indicating the state Df decedent's health at time of transfer. d. All other infDrmation supporting nontaxabilily of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable Dr adequate consideratiDn therefor which was tD take effect in possession or enjDyment at or after his/her death? (Answer "Ves" or "No".) No a. Was there any possibility that the prDperty transferred might return to transferor Dr his/her estate Dr be subject tD his/her pDwer of dispDsitiDn? (Answer "Ves" or "No".) No b. What was the lransferee's age at time of decedent's death? None 5. Did decedent in his/her lifetime make any transfer withDut receiving a valuable and adequate consideratiDn therefor under which transferor expressly Dr impliedly reserves fDr his/her life Dr any periDd which does in fact end before his/her death: a. The pDssessiDn Dr enjDyment of or the right to incDme from the property transferred? (Answer "Yes" or "No".) No b. The right tD designate the persons who shall possess or enjoy the property transferred or inCDme therefrDm? (Answer "Ves" Dr "ND".) No 6. If the answer tD five b. above is "Yes," state whether the right was reserved in decedent alDne or others. Nnne 7. Did decedent in his/her lifetime make a transfer, the consideration fDr which was transferee's promise to pay income to or for the benefit or care Df transferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bBleficial enjoyment of which was subject to change, because of a reserved pDwer tD alter, amend, or revoke, Dr which cDuld revert tD decedent under terms of transfer or by Dperation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above is "Yes," was the power to alter, amend or revDke the interest of the beneficiary reserved in the decedent alDne or the decedent and others? (Answer "Yes" or "No".) Nn REV.454 EX. (3.S0) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT '* TOTAL PE VALUE OF DEPARTMENT ITEM DEseRI PTlON MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST (Official Usa Only) None None None : , ; , , , TOTAL THIS PAGE None N /YYlL- SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) Estate of Mabel C. Be itzel i I I , 4 : ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property. real and personal, owned by the 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". Include the name, address and relationship to the decedent of the co.owner (s) and the date the joint ownership 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 Df the decedent's interest. c '" I:) n ::- '" > ::; z > 0 C I:) Vl Z I:) ~ Cl n c " ...; = Z r-' t"'1 '" ;<: Z > 0 9 r-' ;::: Z Z '" -i tT1 ...; z 9 9 ...; -< Vl '" - Vl Z 0 Vl 0 -' 0 -n -n ,:: ~ ! ~ 0 I , "rl -, i 5 "rl If: , , - 0,' er. 1 z Q I', ~ t.) ;I> '..: C- .' '-'- ~'c=: r-' :...~. . :<':.0 C 0::" 0- <::I',,; C.)r,. ~.- Ul I a::"'~ m l.l.JuJ c.:: ~-' 0 01- ~ ocr; a:<'-' ,LLJ Z ot? -- '"' I ~...- ~ Uw cc:- I l:!a: 0 w=> -< -< ~ ...Ie..> ~ '-' tT1 '" ;I> > ;::: ;::: \ .\ 1 I I I I 1 I , I \ \ , I I I 1 I \ I \ \ \ i I ! , , i , , REV..'" EX+ (HOI INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Humber 21-80-073Q Estate Name MalleLC~ae.i.tzel 11-12-80 Dote of Death Saciol Security Number 179-40-449.9 REPORT OF INHERITANCE TAX APPRAISER [} Original o Supplemental o Remainder I, tho undenlgned duly appointed Inheritance Tax Appraiser In and lor the County 01 _~el"l "1 Pennsylvania, do nospectfully report that I haye appraised the real and personal property as reporte In the o"going return at the yalues set forth opposite each item In the last column 10 the right in Schedules "A", "B", "C", and "E" Dated: 2-19-81 Ph-'f/A I If'fI'Ji".tl) INHERITANCE TAX APPRAISER INVENTDRY VALUE AS APPRAISED I I ADJUSTMENTS I CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule 5) Joint-Held Property (Schedule E) Transfers (Schedule C) s none 40,632 00+ 20 '0+ none 2lH 30+ TOTAL GROSS ASSETS 40 ,~632 20 Leu D.bts and Oeductlons (SCHEDULE F) CLEAR V ALU E 0 F EST ATE 40- o Lile Estate o Annuity illE FACTOR PRINCIPLE FOR llSE OF REGISTER ONLY Tax on $ CODE 6% 15% Tall on S TOil on S Tall on S T OJ( on S Exemptions Tolol Estate TOTAL TAX INTEREST FROM BALANCE TO Less Credits DATE OF PAY~ AMOUNT PAID 01 SCOUNT INTEREST S + S S = + -- = BALANCE S INTEREST FRDM TD __ S S 92+ 93- VALUE CODE - COMPUT A T1DN OF TAX S S S S s s s s S TAX CREDIT . REV.5IB Fa (7.eO) ~~ COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIDNS NOTICE OF FILING OF APPRAISEMENT I I , I , .1 '1 i j Edgar L. Beitzel 424 West Main street Mechanicsburg, PA 17055 RE: Estate of County of File No. Mabel C. Reitzel Cumberland ?1_RO_0719 Deor Mr. Beitzel: You are hereby natified that the oriainal appraisement in the estate of M~be] C Reitzel has been filed in the office of the Register of Wills of r"mh....",1 ~Mrl County on Februarv 19 , 19 !li... Said appraisement reflects the follawing yaluations: Real Estate none Personal Property 40,632.20 Jointly Owned non.... Transfers nonA Total 40,63::> ::>0 As to such tax that is paid within three months fram date of death, a fiye (5%) percent discount is allowable. As to any tax that remains unpoid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, indusiye; and twelye 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 aggrieyed by this notice may abject thereto within sixty days after receipt of said notice as praYided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P,S. 2485-1001, P.L 373. Date 2-19-81 Signed ~1!.t8~t1 /!f~~HdNj) Title Chief AODraiser NOTE: This is not a bill. co: M 0.. <ll N ~ ~ l:r: +-' ~ .... So. ~ ..: '" :> :z: lo.l ~ i!l .a '" " 'C 0 >- . 0 <: ~ u .... CIl <: M III M CIl So. ::l <ll .<:: <ll ,J .a 0 -" CIl '" 3 0( :;: :;: ~ (1) ~ ~ u U1 U Z ~ ~ 0 '" '" - 0 ~ c:i ~ ~ ~ I;; 0 Vl 0 Z 0 lo.l Vl >- ... ci - lo.l :z: z ~ ... lo.l Z ....l c:i - ci l:r: Z :.: ~ lo.l ...l Z ::E z 0 ::> u ~ z ~ ~ Vl ~ 0 0 ~ ~ - lo.l U 0 ...l ----------------------------------- , , I .,.____ _ - ~ -- w - __~a 1 JI...~vflle2 EX ::. ':~,," - --, I ~fP{:.:i;}!:" >i.. COMMONWEALTH OF PENNSYLVANIA ' \ 4 'N~;K000339' . DEPARTMENT OF REVENUE ,;r.;,':~o.,,' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX I r""':":<" ' i ill I . ! ... II :: ,~~\ ~ ~ECEIVED l49ar L. ueitae1 Ji FROM . ADDRESS Market: Squ&n BldcJ -- TAX AT 6% TAX AT 15% , TAXAT_% . ESTATETAX 1,578.95 Ke~h."fo.buZ9, pa. 17055 TOTAL TAX CREDIT '--ESrATEiNFORMATiciN:iOY--li--ig-ao---------- DArE Df DEATH .. 78.95 21-80-739 LESS DISCOUNT PLUS % INTEREST (fROM TO I FILE NUMBER Decv--r 9, 1980 DATE Of PAYMENT m m MABBL c. BBI'1'ZBL CUllberlu4 'lAME OF DECEDENT 1,500.00 TOTAL AMOUNT PAID COUNTY ------------------------------------------ 1 1 t I \ POSTMARK CAlf JlWAJ.U UlI ..~uu.ar"... REMARKS, RECEIVED BY -! /, 7 " // "iAJ/ C-~i_c.v'-uJ \ ~SCDQlA Regiat:er of Wil1ll SEAL I REGISTER OF WILLS -- REY..." 18-181 '/'/- 'I, '-'). '-:'", .'1 '- C . I ) I " '.- STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS OF Cumberland COUNTY AND AGENT OF THE COMMONWEALTH -)' L I~' ) 7 {J! THE SUM OF I 4577.82 DATHPPROVED h~1 I k I OJ f/ r -/) ,} , . ~r .- : - j/.'." r-I (t /- .~>o/ .'-C- :!/I REY TER OF W~l.S. AGENT ESTATE DF Mabel C. Beitzel LA TE DF Mechanicsburg NO. OF I DATE VOUCHER NAME OF PAYEE REMARKS AMOUNT Register of Wills Letters Testamentary 33 00 Myers Funeral Home, Inc. Funeral Expenses 264l 57 Register of Wills Filing Appraisal 3 00 Seidle Memorial Hospital Hospital Bill 938 25 ShepheY'ds to~m United Methodist Church Rental of Hall for funeral 100 00 Gingrich Memorials Lettering 110nument 32 00 J. Robert Stauffer, ESQ. A ttornev' s Fee 810 00 Rel2:ister of Wills Filing Debts end j)eductions 3 00 Recorder of Deeds Recording Release of Ex- ecutor 12 00 Ann N. Bowker, Notary Taking Affidavits and Ack- nowled~ments 5 00 I , DATE OF FILING APPRAISEMENT Feb. 19,1981 DATE OF DEATH Nov. 12, 1980 COMMDNWEAL TH OP PENNSYLVANIAl CDUNTY OF Cumberland SS: I, Edl2:er L. Beitzel HEREBY CERTIFY, THATTD THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGDING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPEI1SES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF l1abel C. Beitzel DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. Z ~ . C' / ~_' _.01"_' ~ -1 .'--" DAY O~ f' (L.S.) SWDRN NO SUBSCRIBED BEFORE ME THIS /7//1 Ma~~ (/ '.' 19 81 ' __,00(,;(./ .C, :%)~"J.-10'- lEGGY ,"" S!:,~?lS:1~I, tJC'l:ir..'J/;'~'ii:.IC MECiiM~ICSSUHG UQRll. n;\1h! Ifl ;\~;." \ \'U!lIi MYCOMM:SSION D:!'f~,~S 1~;'1l 1i1. 1 ~:: I Member. ren~:;)'I~:111IJ 1\~~()Cf.l:;rll c! r~.t.,tIo", ,\w~,\ M E\~',\~;.:( ra"\l f.r,: f'~mLIC MEf.HM~lCSfl!iH; e:J'il~. Ctj~,~Ci"iiL:~~~J I:OlJ~HY MY CGMt,'I~'3;(IN ~XI;I:.!~'; t.W( 13. IY~'~ ;'~"~lt~f. Pl'fI!L\I~J;~'" .~Ho)('r;J1.C:~ 01 r,~rl.H!~"- ~ l! ...J".. c, ,i:. .. co ';:.J ."c ,. a :'w 'J. zr.:~ '" cc ....;:,.. C :c:? CIP- - g;..i w... a, 'co: 0"-- 00: '=>w c::"~ :c '0 0- -..::-- ,-,'" ",,-'- Ww ~ w:::> ",'" 50 ~'-' '-' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* f( '7 C COUNTY FILE NO: ;;< / - 0 - :3 'I '"~ ~,~,l :;lh'~1' ' _ . _ w " \ ._ \--v,,,, k~ j,{. I. C'~ \ ~1.j t -"- 'l ~.', ',1'- ' \ .~ --'\rn_ILr I\A 1\ N I r J,v, I " " r. \ . -- ~ ( . "...... DATE ,. ~ " _Y'l'fu: _ J_ I Y / 1 r/ /1 -0 ,,'. , ESTATE j'v;7 r; X} 0,1 (' I~, '3.9, ;;:( J - f- II. ?~-d- ~ ' I' COUNTY ( ..Il,.oy-(llJj}, ( (' - ! DATE OF DEATH 7 ),-_ I.~_) (} ff) FILE NO, C'- . '.:_~~' I Appraised Value of Estate: Real Estale G - Personal Property + tJ.-O C-.30l..J. 0 ", . Jointly Held Property /Transfers + -- Clear Value of Estate Gyri,. (.., ~ d, d- 0 - Y--: ~ '7 9_ Fd- k<'C: r'I 5 Y- 3 Y Total Gross Estate Total Approved Deductions Less: Approved Charitable Exemptions G J,(- 0 t; l/=J{ Clear Value of Estate Subject to Tax Amount TaKable @ 6% Rate G ,=? c... 1\ 'i U 3 yo / OF. v tax due $ ;;; 1 (,,3 ;;;(~ Amount TaKable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ .d.Jf: 3 :2.1.... , * '* * * * * 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 $) l)(j 0 (0 + S 'i' K.'};-- $ = s llj')Z.95 5xc; 31 + = C, X'f ""'I + =~/L :3, .:J,~ -,-JJ ).:2 c;; - yl! ,:S-{k-f/ Interest accrues at the rate of six 16) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE G qf~'l{,a~ " . --;--- is ,~ See Information on RlIverse Side INFORMATION To insure proper credit to your account. Ihe name of the oslate and file number should be clearly prinl' ed on the check or money order. This assessment is made in accordance VI,tll Seclion 70B of the Inheritence and ESlate Ta. Act of 1961 (72 P,S, 9 24B5.70B), To the extont Ihat inhoritance la' is paid within threo (3) monthS alter the death of the decedent. a discount of five (51 percent IS allowed (72 P,S, 9 2485.716), Inheritance Ta.. other than te. on a future interesl. is duo al the date of the decedent's death and becomes delinquent at Ihe e.piration of nine (9) months eller Ihe decedent's dealh (72 p,S, 9 24B5.711), Inherilence Ta. on a fulure interest is payable wilhin three (3) months efter Ihe Iransfer takes effect in possession and enjoyment and is delinquent Iherealter (72 P,S, 9 24B5.712), Calculate inleresl from the delinquenl date shown on the face 01 this form to the date 01 actual payment uSIng Ihe following inlerest lable: ------------ --------- ---------- --- ---- --------- - - ---- ------------- -- -- ----- 1 month ,005 4 months ,020 7 mont hs ,035 10 months .050 2 months ,010 5 months ,025 a months ,040 11 months .D55 3 months ,D15 6 monthS ,030 9 months ,DcS 1 2 months .D60 1 days .00017 11 days ,001 B6 21 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 ,OD250 25 days _0042D 6 days _00101 16 days ,00267 26 days .00437 7 days ,0011 B 17 days ,002B4 27 days .00454 B days .00135 18 days .003Dl 2B days .00471 9 days _00152 19 days _0031B 29 days ,004BB 10 days ,00169 2D days ,00335 30 days .00500 -- - --- --------------- ---- - -- ----- --- - ---- -- ---- ----- - - ---------------- Any party in interest. including the commonwealth and the personal representatiye. not salisfied with the assessment may object therelo wilhin si.ty (60) days alter receipt of this Nolice as proYided by Section 1001 of Ihe Inherilance and Estate Tax Act of 1961172 P,S, 9 24B5.1001), Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: \ ._-___ __ ~ __ __ ......."-___ ""-K --r _,a l'-aW~.l1l2 EX - , rrJ~\i" --' . COMMONWEALTH OF PENNSYLVANIA ! 4 NO.K 000564 DEPARTMENT OF REVENUE : ""," , ' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX : I '" e II :: iI .-\ -- TAX AT 6% TAX AT 15% RECEIVED Bd,91r. L. Beit:ael \ FROM TAXAT_% " . , . ADDRESS Market Square B14g. ESTATE TAX MechaniCllbul!:'9. Pa. 17055 TOTAL TAX CREDIT 584.31 '--ES-TATEINFORMATioft-------1-2---1--9-a-o------------ DA rE OF DEATH 1lI0V. . FILE NUMBER' 21-80-739 LESS DISCOUNT PLUS % INTEREST (FROM TO_' DATE OF PAYMENT MarClh 18 1981 NAMEOFOECEDENT MABEL C. Bl!:I'rZEL m m TOTAL AMOUNT PAID ~OUNTY Cwabuland 584.31 - ----------------------------------------- 'OSTMARK DATE .."MARKS' "PAID IN PULL" SEAL RECEIVED BY/~!VUj 6. . ./:kJ./u./ "PY el~Nt.1Wi. Register of Wills I REGISTER OF WILLS -.--------------------- ------------