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HomeMy WebLinkAbout80-00741 f~:i\~;'~:;> . J./~, 't.. I; ~\it? it' . . ~\f-;:. .' ,.:~,' ~~~~:(, ;1',' ".' , , .~.,<. :~!i/ I.'" lfttfi " j.., ~ ~.f:r i-y,.t; :.A. f~.i!,f. . .~. ,~',\'" ....'. ," .f. ,; "i' ....," <l; p., .'," p., H :r:: . CIl ~ ~ m 'i" .' !'il 0 ~ Eo< ~ E-i ' , p:; 0 <dl Eo< I=> :z: ,<1 E-i ..:1 rJl . !3 rJ) . fi1 ~ I~ ~ ~ H ~ ..:l fl < " !" f.i 0 ~~ CIl w- 0 Jj '\)It '. ID 0 -0 '.. - "'." z all j', ;'., ,.i (':.- ( ,:! ~~~-~ -.., I I i.~ , ~, :, . ,i. ",.k' ......" ~ r . t ~ >' lI.l i ril E-t ~ ,.:1\ . ~ lI.l ,.:II :J Irl HI :z< :31 !i H ,.:I E-t ~ lI.l Irl ;S .,:;;;~I II- 'I~"""--"'" (c,ii '0,<5:;<'\:: ~.~,....,.-- 'm.-~,:,~i~[,qIs\ '.t~:.o~,j,j':t;:';:f. '-1:' ..J.!"..,./. .~:~-./3YN~ l:;'jr~i .. ',. ;~~~~j~ .... ......dt.li . "'.!C;::\~i -- ,. '.__::l:I:J!]~:\'~' ':~i~fi , ,:,'" ',!"'"~-;' .,'}~~,O:):~'S\:f >~~ .. "".,""~~ .~, ,.. ~,,:~:~;!;k!fl ~ . . 21 80 --',1\ No. - ",- PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY / In the Estate of EVALINE S. HURLEY , dBceasBd. To Register of Wills for the County of CumbBrland, In the Commonwealth of Pennsylvania. PetHioner(s) is (are) the execut ors named In the Last Will and TestamBnt of Evaline S. Hurley dated January 9, 1969 . Decedent was a citizen of the United States and a resident of SDuth Middleton Townshin Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on Saturday the 15th day of NO\8llber A.D. 19~, In the County of Cumberland ,State OfPennsylvan:iJ:! the agB of..!1- YBars. Decedent has (Aa3 Rot) been married and -has (has not) had children born to him (her) slncB thB ex- ecution of the above described Wi II. Decedent was possessed of personal property to the value of Unes t ima ted Unestimated and Df real estate to the value of as near as can be ascertained; said real estate situated as follows South Middleton Township, Cumberland County, Pennsylvania Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. November 24, 1980 Dated (me ~~ 'g ~R. D. 6/Carlisle, Pa. ~ '.- r" I Name and address" .\LJ..C\:t,,-C' t< \.. ~wv""'().,v of Petitioner(s) (~ra:rec1 . uornman) ~=7)-I R. D. 6, Box 524, Carlisle, Pa. '0 s~;.,/..;tt~r~~' ~ 1;/(/I-jrZ Dandelion Dr., R. D. 1, Boiling ~ R ~it1i:~<(,., .7'" Springs, Pa. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l ss l _Mildred H. Cornman, Wilson P. Hurley and Arlene H. Raudabaugh named in above application, being duly' sworn statements set forth in this petition are true to the best of SWDrn according to law say(s) that the their knowledge and belief. and subscribed before me, November 24,__ 19 80 -!l4U~_f!.~ 4_~ . .I' V~~~,ster , ,,".1 '~k,L~--ct . ~\..VL."".....[,-y--- ~~-f'-), ~- L ~li..:2LL_.)'L-.t.. C' .. (I <':' j7%#/;: ~ro --_._._---~_._._.- ----_-.-__._---_._--_._-------_.~ Filed: November 25, 1980 Attorney Henry L. Stuart 0 ~ ~(-rf) .1-1/ jj- /S;}--.3 .."..- -. .'. . -l , ." Signed, sealed, published and declared by the above named Testatrix, Evaline S. Hurley, as and for her last will and testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. )'1 /7 /-- , fc.-z-/1 [./L.~k ~, ' ) : 'J :c/ -.'.'----~ I . ...-' , ,- ,') /''1, ~c----1.1 .. ; -"" ,-,0/ .: --..--") ./ ,;' .','!( OATil OF SUIISCRIBING WITNESS COMMONWEALTH OF !"ENNSYLVANIA ( ss: COUNTY OF CUMBERLAND I /This 24th day of November A.D.,19 80 , before me, Register for the Probale of Wills and granting lellers of Administration in and for said County of Cumberland, in the commonwealth of Pennsylyania, personally came G<>n"'gP R. <::1'""...1' "nn H<>n...y T, <::1'"",..1' the subscribing witnesses to the foregoing instrument of writir,g purporting to be the last Will and T~stam~nt of Evaline S. Hurlev late of South Middleton Township. sworn according to law, depose and say, that they Dated January 9. 1969 Camberland County Pa., deceased who being duly were present, and saw and heard the tesl.t,..i". Evaline S. Hurley sign, seal, publish, pronounce and declare the said Testament and Last Will, and at the time of SO doing she instrument of writing as and for h er was of sound and disposing mind memory and understanding, to the best of knowledge, obseryation and belief. Sworn their and subscribed before //t'~" !.-,r/, /.Lcf.,,'<['. ,1./ / / ' v)-r'..--,.-f ,:: ~~ ,/ / r tft7 c!. f''''~ Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ Mildred H. Cornman 9fdn,-n says that as nearly as can be ascertainec\ the said decedent being duly Eva line S. Hurley died on Set"r'Qa~," the , C;...h day of at or about 9:00 o'clock, ~. !'Morn and subscribed this 24th day of November November 80 A.D.,19_, 0'1 \- \ r-t,q7 ~~VW)" C>,,\.) "~;7 (#. ~~ Register ~~'O OATH OF PERSONAL REPRESENTATIVE \ \ \ , \ \ \ I I \ I COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personaJlycame Mildred H. CDrnman, Wilson P. Hurley and Arlene H. Raudabaugh , do depose and say that as Executors who, being duly sworn deceased of the last Will and Testament of Evaline s. Hurlev they 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 proYisions of the law relating to Tran,sfer Ir~C~ swornand s~bscribed before me. . ':'I0-\-"c", --c\ ~~""""'-"'-- 24 80 ~~~'r', - ' tl',~uT'lh~" A.D., 19_ f""',...../ {) .I-".;....t"M i1..~~) 4nb';j t!- ~.u~ ~ V / Register '''; 0' : Ql ~ : ~ :Ql ~I :OJ :Ql :~ u.. ~: -0', 1>-1: co: 0 ~1 '1~1 ~. ~: ~ U1: -' ~. -' 0 "'1 ..~ 0 ".," -' ", p:\ ~: !' - <U: - u: - W .~ ~\ ~ ::: 8: H J:: Wj <U: ..:l ;>: ,of, .~ 0: .., :> Ql 0): Z\ 0 W .., r-l: 0 ... ~: 00 Z 0 '110; I OJ - 2l Ql .., M ... '" 2l .., bll '" 0 - .: os .~ rn ~ ~ Z [:i:l os Be it remembered that on the DECREE 25th day of November 80 ,A.D.,19 , there was probated and recorded the last Will and Testament of F.valine s. Hurlev late of South Middleton Township ,Cumberland County, Pennsylvania, Mildred H. Cornman, Wilson P. Hurley Deceased. Letter'i 'l'pW'aw.enaatI - wcre granted to and Ar ene . au a ugn. Witness my hand and official seal the day and ycar aforesaid. 9JJ//Au- c2;f=s.~/ ~ t.' 4 . ,,_. - 4.(?'k " .' PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSI BLE FOR RETURN SectiDn 701.of the Inheritance and Estate Tax Act of 1961 provides that the following pecso~s shall prepare and file a return:' , ' ' - a. The persDnal representative of the estate of Ihe decedent as to propClty of the decedeQt admipiste!ed by him and such additional property which is or may be subject to Inheritance Tax of Wllich he/she shall have or acquire knowledge; b. The transferee of properly upon the transfer of which Inheritance Tax is ollllay be imposed by the t961 Statute, including a trustee of properly transferred in trust, plOvided that no separate return need be made by the transferee of prDperty included in the return of a pelsonal representative. 2, PLACE FOR FILING The return is to be fited in duplicate wilh Ule Register of Wills of tbe county wherein the decedent resided. 3. TIME FOR FILING The return is due nine monUls after the decedent's death, unless an extension for filing has been apptied for and granted' by the Secreta[y Df Revenue wi thin the nine.rnontp period. 4. FAILURE TO FILE RETURN Section 791 Df the 1961 Statute provides that.... .any person who willfully faits tD file a return or other report required Df him. . .shall be personally liable. . .to apenally of 25% of-the tax ultimately found'to be due or SI,OOO 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 of6% 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 Df 15% as to all Dthers. 6. PAYMENTOFTAX The tax assessed on the transfer of property reported in the return is ~ue 9 1II0nths after the decedenl's death. Interest at the rate of 6% 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 PAlO WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OFTHETAX PAYMENT IS ALLOWED. All checks should be made payable to the Register Df Wills of the county wherein the decedent resided and are received subject tD the final determination oflhe 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 Dr against any property belonging to a transferee liabl e for the toX. 8. FILING OF FALSE RETURN Any person whD willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanDr and, 011 conviction thereof, shalll1e sentenced to pay a fine not exceeding $1,000 or undergo imprisonmenl not exceeding one year or both. .' INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule "A" should include 0 detailed description of 011 real property locoled in Pennsylyania and held solely by the decedent or held jointly with anolher indiyidual (s) os tenants in common. List the decedent's percentage of ownership and the estimated market yalue of the decedent's interest. (Property held as joint tenants with the right of suryiyorship or tenants by entireties should be reported on Schedule "E".) All real estate located in Pennsylyonio should be described by lot and block number, street address, number of acres and general description of land and buildings. Also, include the book and page number in which the deed is recorded and the eKact title os indicated on the deed. If the property has been sold, attach 0 copy of the settlement sheet. If tne,property is subject 10 0 mortgage encumbrance, include the nome of the mortgagee, dote, rote of interesl and the outstanding balance on the dote of death and attach 0 statement from the mortgagor verifying the outstanding balance. , . ) ~. Property taxes and interest on ;"ortgoges os ot the dote of death, assessments and other encumbrances should be listed on Schedule "F". Danot.deduct them on Schedule "A". , ,; " RI!V.451 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "8" PERSONAL PROPERTY *' (Instructions on Reverse Side) Estate of Evaline S. Hurley ITEM ESTIMATED DEPARTMENT DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Yl I 1. Commonwealth NatiDnal Bank I a. Checking Account #182-502606-3 2,099.58 I b. Savings account #18-0014752-0 2,451.96 , ! , 2. 1971 Chevrolet Coupe 113271W1l9871 I i i Title #n22073531 500.00 I I 3. prudential Ins. Co. Pol #66947084 345.00 Int. 4.07 Div'ds & pd up additions 732.85 Pol #461519481 215.00 Int. 1.76 Div'ds & pd up additions 247.50 ; Copy attached I I I I 4. Household goods & furnishings I Public Sale 7,970.15 5. Sale of corn and hay -actual sale price 1,825.52 6. Sale of straw - actual sale price 251.38 I I I I I ! , TOTAL THIS PAGE 16,644.77 / &) ""-'1'. 77o~ '" , I '. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within tWD years of death, make any transfer of any material part of his estate without receiving valuable and adeQuate consideration? (An swer "Yes" Dr "No".) No ' 2. Did decedent, within two years of death, transfer property from himself! herself to himsel f/herself and another party or parties (including a spDuse) in jDint Dwnership? (Answer "Yes" or "ND",) -BE 3. If the answer to one Dr two above is "Yes" and the transfers are claimed to be nontaxable, provide the fDllowing informatiDn: a. Age of decedent at time Df transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state Df decedent's health at time of transfer. d. All Dther information supporting nontaxability Df transfer. 4. Did decedent, in his/her lifetime, make any transfer of property WithDut receiving a valuable or adeQuate consideration. therefDr which was to take effect in pDssessiDn or enjDyment at Dr after his/her death? (Answer "Yes" or "No".) NO a. Was there any possibili~J that the property transferred might return tD transferDr Dr his/her estate or be subject tD his/her power Df disPDsitiDn? (Answer "Yes" or "No".) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferDr expressly Dr impliedly reserves for his/her life Dr any periDd which does in fact end before his/her death: a. The possessiDn or enjDyment of Dr the right to incDme from the property transferred? (Answer "Yes" or "No".) lIo b. The right tD designate the persDns who shall pDssess Dr enjoy the property transferred Dr incDme therefrom? (Answer "Yes" or "ND".) No 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alDne or others. 7. Did decedent in his/her lifetime make a transfer, the consideratiDn for which was transferee's prDmise tD pay incDme to Dr fDr the benefit Dr care Df transferDr? (Answer "Yes" or "ND".) No 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject tD change, because Df a reserved power to alter, amend, Duevoke, Dr which could revert to decedent under terms Df transfer or by operation of law? (Answer "Yes" Dr "No".) NO 9. If the answer tD eight above is "Yes," was the pDwer to alter, amend Dr revoke the interest of the beneficiary reserved in the decedent alDne or the decedent and Dthers? (Answer "Yes" or "ND".) -- REV04~3 EX. (3.801 COMMONWEALTH DF PENNSYLVANIA DEPARTMENr OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES '* (Instructions on Rovers. Sldo) Estate of Evaline S. Hurlev ;"-. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Mildred 1-1, r.ornman Dautzhter Yes l/3rd of estate R. D .#6. Box 538 (;arll.sle. 1'a. lfUl..) Wilson P. Hurlev Son Yes l/3rd of Elltate &:D. #6, Box 52~__ "0" , -ru. -~I -'-... Arlene H. Raudabaugh Daughter Yes 11/3rd of estae - - 1 n~~~~- ~- -._-~ Pa. 17007 '0- . , I I The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH one ,f:.,t.'J-1J1;. FlCC.U (4-711 CO~~ONWEALTH OF PENNSYLVANIA OEPART~ENT OF REYENUE CATE FILED NOTICE OF DECEDENT ACCOUNT STATUS STATUSOf ACCOUNT NOl (JOINT. TAUST, OR INVESTMENT EST AtH.I~IH:.U UA I t:. 5 I \;; SECU RI TY NUMBER(S) RETURN COMPL ETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE *Eval1ne S. Hurley or * 174-05-2858 Arlene H. Raudabaugh NAME SURVIVING DEPOSITOR (Beneficiary) INFORMATIOW R:ELATIONSHIP TO DECEOENT. DECEDEN. INfORMA N DATE OF DEATH NAME Arlene Raudabau ADDRESS RD 6 RDl Boiling Springs, PA 17007 COUNTY CITY ZIP Carlisle PA 1701 BANK/INSTITUTION ADDRESS BALANCE OF ACCOUNT AT 000 $ INTEREST ACCRUED AND COLLECTIBLE AT 000 $ ToTAL $ BANK AUTHORIZA TlON ,. I HEREBY CERTIFY THAT THE INFORMA'TION CONTAINED HEREIN IS A CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD WITH SECTION 74: PI r. E TAX ACT OF \961. Cumberland Valley Savings & Loan 16 W. High St. P.O. Boxb ~ 127 Carlisle, PA 17013 SIGNA TU R~~..~,F., F~NAN ctAL. lNV~"~~IGfTOR (" . ' /! " ) -" (::j-/ . . -\ DATE //1: I /5'tJ R~V-454 EX. (3.80) COMMDNWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEOENT SCHEDULE "E" JOINTLY OWNED PROPERTY *' 11m/ructions on Reverso Side) Estate of Evaline S. Hurley TOTAL PE VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST (Officia' Use On/v) I 1. Cumberland Valley S&L I Savings Acc't #146843 1,374.63 , It: 29.29 I 1,403.92 1,403.92 50 701.96 i In name of decedent & Arlene H. \ Raudabaugh since 7/7/72. I 2. Commonwealth National Bank a. Certif #18-6567 1,000.00 Int. 14.46 1,014.46 1,014.46 100 1,014.46 I Decedent & Wilson P. Hurley. Opened 10/2/80. \ b. Certif #18-6566 1,000.00 i ! Int. 14.46 1,014.46 1,014.46 100 1,014.46 Decedent & Mildred Hurley Cornman. Opened 10/2/80. I . , c. Certif #18-6568 1,000.00 I I Int. 14.46 i 1,014.46 1,014.46 100 1,014.46 I i Decedent & Arlene Hurley Raudabaugh. \ Opened 10/2/80. I d. Certif #18-3028 1,000.00 I , Int. 21.26 i 1,021.26 1,021.26 50 510.63 \ i Decedet or Arlene Hurley Raudabaugh. Opened 8/6/77 . \ ! e. Certif. 113532 1,100.00 Int. 9.75 1,109.75 1,109.75 50 554.87 Decedent or Wilson P. Hurley. Opened 7/5/78. ! TOTAL THIS PAGE 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", DescribB all personal prDperty as indicated in the instructiDns for Schedule "B". Include the name. address and relationship to the decedent of the co.owner (5) and the date the iDint ownership was establisl1ed, 2. Indicate the total market value of the jointly owned prDperty. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest., \ t" . " C "0 " ('\ >- ~ > :s >- 0 C " Vl " 2 Cl n c: " ,-; ,2 .. 2 t"", t"1 > 9, - 9 t"" t"1 ;>: Z ;;:l - 2 '....," ~ '~ 2 ~ , .; t"1 I 9 0 . ,\, -<: Vl tIl 2 0, Vl 0 '"" . " , j: p . \ "l ":1 ;:<:i 'I , >-, , .~, O. \ 'Z ~ o '"'l ":1 .- n ;; t"" ~ tIl m o Z t" '0< ~ C,' , , -' ..' .1',' -< t"1 ?;: .1 I I, -< rrl > ;;:l , .. '( i '( " " p.EV0454 11.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" Cont I d JOINTL Y OWNED PROPERTY * (Instructions on Reverse Side) Estate of Evaline S. Hurlev P TOTAL E VALUE OF DEPARTMENT R ITEM DESCRIPTION MARKET c DECEDENT'S VALUATION NO. VALUE E INTEREST (Official Use Only) N T f. Certif :/1:3533 1.100.00 Int. 9.75 1.109.75 1.109.7 50 554.87 Decedent or Mildred Hurley Cornman. Opened 7/5/78. g. Certif :/1:4090 1,000.00 Int. 9.10 1.009.10 1.009.10 100 1.009.10 Decedent or Mildred H. Cornman. Opened 4/1/79. h. Certif #4091 1.000.00 Int. 9.10 1.009.10 1,009.10 100 1.009.10 Decedent or WilsDn P. Hurley Opened 4/1/79. i. Cert if #6048 1.000.00 ,", Int. 22.56 1,022.56 1.022.56 100 1.022.56 Decedent or Mildred Hurley Cornman Opened 11/28/79. j. Certif #6049 1.000.00 Int. 22.56 1.022.56 1.022.56 100 1.022.56 Decedent or Wilson P. Hurley Opened 11/28/79. k. Certif. #6050 1.000.00 Int. 22. 56 1.022.56 1.022.56 100 1.022.56 Decedent or Arlene Ann Raudabaugh i Opened 11/28/79. - TOTAL THIS PAGE 10.451.59 101 '1,:r/, J:t. , ", INSTRucnONS 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 survivor~hip. 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", Descrilie all p'ersoiial 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 of the decedent's interest., ' . \ - . r nl, , , :r, .'1. I " !: ." 0 r> ~ 1"1 ::- - z ~ 0 0 0 Vl " :$ (;) r> . <:1' U .:.; Z ,.. Z r-' tT1 '1:'1 ~ 9 :: 9 r-' z' , ?: :(; ;:::l -i z_ Z TT1 .., 1"1 0 -i -< ~. ,- . ~, 9 Vl' en Z 0 Vl 0 ool ., 'lr 9 ." '" ;l:' ~ .. 0 , ::l-..\! ." o . , ~.' z r> - . :; r-' c: '\ Vl ,. ," t"l(, I 0 I z X<:; r-' " -< -< -<' I ~ . I . 1"1 m , I ;I> .. . . I ;:::l ;:::l i' I I .... r , , I I , . ~ \ " . , . , r . -- , " c ',fl .' , -~ . .' .. '- ,. :"- ~. ., CL ,:-".;:-; .' ~~3 I. a:- w' I ~; :>- C:.:l).: 0" -== C\,I.J a:l" ~ 'e:> 0(;1 ~;1; u"-' .....:::> ~c: - -'u 5'0 u " RltV..U EXt (WO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) m Original o Supplemental o Remainder File Number 21-80-0741 Estate Name Evaline...S.JIucl.ey Date of Death November 15, 1980 Social Security Number 174-05=2656 REPORT OF INHERITANCE TAX APPRAISER \, tho undersigned duly appointed Inh.ritance To. Appraiser In and for the County 01 _CUmber] and Pennsylvania, do respectfully report that I haye appraised the reo\ and p.rsonal property 01 repOrted in t~e loregoing retum at the values set forth opposite each item in the last column to the f';ght in Schedule. "AU, uB", "C", and If E" Dated: June 10,1981 '///A/7./il/I!;';tAdJ(I) INHERITANCE TAX APPRAISER INVENTORY ADJUSTMENTS REMAINDER APPRAISEMENT CODE VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) I 00+ 92+ 10+ 20+ 30+ ---211;",096 -36 40- 93- Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Tronsfers (Schedule C) TOTAL GRDSS ASSETS leu O.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Lile Ellote o Annuity ~ FACTOR PRINCIPLE VALUE CODE FDR USE DF REGISTER DNL Y TolC on $ 91.!1..5. COMPUTATION OF TAX $ $ $ $ $ 6.' .. T ox on $ 15% Tox on $ Tox on $ T ox on $ Exemptions Total Estote TDTA.!. TAX INTEREST FRDM BALANCE TO $ $ $ Len Credits DATE OF PAYMENT AMDUNT PAl D TAX CR EDI T S $ INTEREST FROM BALANCE DUE REV.518 FO (7.eO) ~~~ . . '}io.f ~ .., COMMONWEAl.TH OF PENNSVLVANIA DEPARTMENT DF REVENUE BUREAU DF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Ms. Mildred H. Cornman R.D. 6, Box 538 Carlisle, PA 17013 Mr. Wilson P. Hurley R.D. 6, Box 524 Carlisle, PA 17013 Ms. Arlene H. Raudabaugh Dandelion Drive, R.D. 1 Boiling Springs, PA 17007 RE: Estate of County of File No. Ev:=tlinp.!=; HllrlAY Cumber1 ~nci :>1_RO_o741 Dear You are hereby notified that the original appraisement in the estate of Evaline S. Hurlev has been filed in the office of the Regi ster of Wills of Cumberland County an JunA 10 ,19.81-. Said appraisement reflects the following yaluatians: Real Estate Personal Property Ja in tI y Owned T ran s fers Total $lR7_""O 00 $ 1 h, h44 77 $ 10,4~1 ~Q Mnnt:> $:>14,"9h 1h As to such tax that is paid within three months from date of death, a fiye (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (filteen months when death occurred from December 22,1965 to June 16, 1971, inclusiye; and twelye months when death occurred prior to December 22, 1965) from dote 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 object thereto within sixty days after receipt of said notice as proyided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date June 10. 1981 Signed .-llt"", /" ) Ii' hJ.i" ",/ ) - Titl e Chief Appr~j ~e'" NOTE: This is not a bill. REV....S7 EX+ (7-eOI COMMONWEALTH OF PcNf,SYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT -~ ~(@~~ I~J~i~ ;.'.;~:;:F~~t.. [JORIGINAL o SUPPLEMENTAL Estate of Eva:LJne_S.__HllrleY_____ File No. __21,,80,&7-41-- Coun ty Clunberl,al!.cL__ ____ ---------.- Dote of Death _ November 15.Jq80 In the event tilot any future intcrest in this estate is ',onsfcrrl!d in possossion or onjoyment to collateral heirs of the decedent oher the expiration of any estate for life or for yenr5. th6 Commonwealth hereby expressly rescr...cs the right to oppraise and asseSS transfer Inheritance taxes ot tho lowful collatcral rata on any such future interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Total Real Property - SCH. "A", , , , .. S ~!ll.,llo.o_.1ln 2. Total Personol Property _ SCH. "B", , , . S 16.644. 77 3. Total Jointly Owned Properly - SCH. "e" S 10. 45.L29 4. Total Transfers _ SCH. "C". . .-. . , .. S None Unreported S Unreported S Unreported S Unreported S S J87 ,000 .00 S ~,h44.77 S 10,4'll.'lq S --1Innp. o LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER $ 214,096.36 ._n__~'__.___.__. --'- TOTAL VALUE S I do hereby certify that the above appraisement is made in conformity with Pennsylvania low and has been filed this day with the Register of Wills. ~""f'J $ft'J!,ulIl) - APPRAISER June 10. 1981 DATE M .-I''; O.c ~ p:: p:: M !--OJ ~ <t .-II;: ...: < lr\ -=:15 Z ~ ~ 0 :>- :>- >< O-oE-< '" 0 0 'C ~ <:Cl -c 010 '" - .-I-l-' .-I ~ '" OJOl <. .-I <Xl M ..J .....-. Ol .-I . .-1'0 .0 .-I ...: "" <.'0 E 0 Z > <1l-,; ::l l<J '" u:E u - 0 1:0 - 1:0 ~ 0 1:0 0 ~ p:: 1:0 0 Z !-o 0 '" !-o 0 0 '" '" :>- - l<J ~ !-o ~ Z Z Z l- 0 - 0 ~ p:: Z ~ ~ ~ ..J ;:;: Cl ~ U 0 ..J Z ~ Z ~ 0 0 ...: z ~ '" Cl :i ~ u c.. 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. r ,','~'4: 1: ,_ r ': );', I' (' .',.. I' . . ! ,- Ail 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 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 !F\c~~\med by a parent or parents who are members of the same household as the decedent, i\" !: I ". ~ ." 0 n > ~ > 0 0 " t/l Z Cl n c 0 .., Z t'1 ~ 9 Z t'1 ;;r:: Z ." Z t'1 .., t'1 9 9 .., -< t/l ~ Z 0 '" 0 9 ":]. ":] r,O, r! . (j" . ;-', ; ;', ( ~: f'''' I':. ........ . ': (':1 >- o. ~ ~ VI ..;. ... ::z:I. ; ';I>. , ..;. e ./ Z -~ Z l"" .0 _ l"" , , 0').: dO .,. {,". '- 2.:'. " f'!' ~ '-- ("'..:! (..I..'I.! ~11- o::::\..- C(3 '-',,-, ~a: ~ ~ s cr: "j":' '., - :1',:-.. I-~ :r.c:. :"'w 'C!J -g:r. \..I.i:J -'u U ,.," ~ o .." .." r; ;;: l"" C '" ~ o Z ~ ~ 'In. ,.... ~. ~. , ',: " i ~ , .. ,. '! -< ~. > " I I -< t'1 > " ~ a:l . I,.. I. . .J' t) ') ,. ',:'. . , 'I....:, nrl . "1:\ () , . ,~,): 'i i 1 "'1 ~ ' . ( ,t )" f.." 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, INSTRUCTIONS FOR COMPLEl'lNG SCHEOULE'"F''' .,1' , COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NDTICE OF INHERITANCE TAX ASSESSMENT '*' COUNTY FILE NO: d / -~' 0 _ '7 L/ I I DATE l..AM..c, J I I 0 1. I ESTATE C~rTJ~~.a l:\ -~)1 d I _ ~_/ 0 -, r-l U { FILE NO_ u T COUNTY (j\}.J'o"_0J,lhR/-"'\.-U DATE OF DEATH_ Q1-/ - ~&=--:!:J-l.fl- 7(crJJ.r;- J?src) TO: " !r / I'} 01 .;, Appraised Value of Estate: Real Estate $/'6700(). 00 + / t., I.c 1/_ I( . r; 7 + / (l _ I{ S I 57 s;2..t1J ,; 0 t1 (;, _ .3 ~ /9 _ 9 rv; . 99 $ 19lf I ()(;, 3 ~ Personal Property Jointly Held PropertylTransfers Total Gross Estate Total Approved Deductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estata Subject to Tax $ J 9L1I(}b 3,{" $ J q Lj lOb. 3? - / s /I, <;'!,L(,. 3 6" Amount Taxable @ 6% Rate tax due Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s II, ~lf~. <'8" * . * * * . A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: OA TE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ $ $ = + = + = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is J/ ~~c,.3;;; BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE s " .' I , Assessed by: " / " .' 1...: Agent lor Ihe CommOl)W9alth __... , I .~1 .'''", ".,(,. _'..J ,. -- J '; './. :.......:-i./.. See InlormDlion on Reverso Side ,. : - , i '~<Il~'-,I ,i: (i: \'.I~ \ ~~ INFORMATION To Insure proper credit to your account. the name 01 tho estate and file number should be clearly print- ed on the check or money order. This assessment is made in accordance with Section 708 of tho Inheritance and Estate Tax Act of 1961{72 P.5. 9 2485.708). To the extent that inheritance talC. is paid within tnree (31 months after the death 01 the decedent. a discount of five (5) percent is allowed (72 P.5. 9 2485- 7 1 6). Inheritance Tax. other than tax on a future interest, IS due at the date of the decedent's dtJath and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. S 2485.711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ --------- ---------- --- ---- - ----- -- - - - - -- - - -- -- ----- - -- -- - - - -- -- 1 month .005 4 months .020 7 monthS .035 10 months .050 2 months .0tO 5 months .025 8 months 040 11 months .055 3 months .015 6 months .030 9 monthS .045 12 months .060 1 days .00017 " days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .001D1 16 days .00267 26 days .00437 7 days .00118 17 days . D0284 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 -- ------------------- --- - - -- -- --- -- - - - -- -- ----- ---- - --- --------- --_..-~ Any party in interest, includmg the Commonwealth and the personal reDresentativc, 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 Estate Tax Act of 1961 (72 P.5. S 2485.1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INFORMATION To insure proper credit 10 your account. the name of Ill" estate and file number should be clearly print- ed on the check or money order. This assessment is made in Dccordance with Section 708 of the Inheritance and Estate Tax Act of 1961 172 P.S. ~ 2485-7081. To the extent that inheritance t8x is paid within three (3) months after the death of the decedent, a discount of five {51 p.,cent is allowed (72 P.S. ~ 2485-7161. Inheritance Tax, other than tax on a future interest, ;s due ilt 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. ~ 2485.7111. Inheritance Tax on a future interest is payable within three (3) months after the transfer Hikes effect in possession and enjoyment and is delinquent there3fter 172 P.S. ~ 2485.712). Calculate interest {tom tho delinquent date shown on the face of this form to the date of actual payment using the following interest table; ----------------------------------------------- - - --- - ---------------------- 1 month .005 4 months .020 7 months .035 10 months .05D 2 months .Dl0 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months .030 9 months .045 1 2 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .001Dl 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 -- ---- --------------- -- - ---- - ---- ---- - --- - - - --- --~-- - -- - --------- ------ Any 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 NOlice as provided by Section 1001 of the Inheritance and Estate Tax Act of '961 (72 P.S. S 2485.' 00'). Make check or money order payable to: "Regisler of Wills. Agent" Mail to the address lisled below: . difiK'~2s.9:;i7-f;1';"37 ... .- . .COM;ONW~AL T~-OF P~'NNSY'L~:NIA : 4 'NO; ~.::. . ." '. .... ..', DEPARTMENT DF REVENUE { "':7",..;"..... ...OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX I""........,.',... ... . . .- ; " = , ~. RECEIVED ,j FROM ,...., ADDRESS 3 s. HIInover S~. , / - TAX AT 6% willon P. Hur ley, eta 1 Henry L. S~uU't, Blq. TAX AT 15% TAXAT_% ESTATE TAX Carlisle, PA 17013 TOTAL TAX CREDIT .11,646.38 FILE NUMBER DATE OF PAYMENT August 14, 1981 !veline S. Hurley Cumber land m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I NAME OF DECEDENT COUNTY -------------------------------------------- TOTAL AMOUNT PAID POSTMARK DATE REMARKS, SEAL RECEIVED BY -/Llu~ &. .~ 1/ SIGNATURE . ~ .PAID IN FULL" I REGISTER OF WILLS ~ ~ ~wi ,.c ""u .co~ 0",== e:a~ --.:~ ,J!!,8li wE~ I:>c 00 crii ~l i ESTATE OF EVALINE S. ![lJRLEY, LATE OF SOUTH lofIDDLETON TO\oINSll II', CUMBEl~LAND COilllTY, PENrlSYLv/\;Ul" DECEASED. SCHEDULE OF PROPOSED DISTI~n:tITrON ,. The balance for distri.butio\1 in th..' hands of as appears in the First and Final Account of sa id i.s ................................................ the Accountant Estate 119,165.34 D I STl'.IJ'.UTIO:-l TD ~1ildred H. Cornman - 1/3rcl s:-11]]:e TD Hilson P. Hurley - 1/3rd share To Arlene H. Raudabaugh - 1/3rd shan~ To Reserve for income taxes, etc. 36,388.44 36,388.45 36,388.45 10,000.00 119,165.34 previously distributed as per ~lildred Il. Cornman Hilson P. 'lurley Arlene H. Raudabaugh account: 20,000.00 20,000.00 20,000.00 60,000.00 Accrued interest will be due at time of distribution \1~lich \'Iill be duly accounted for. The above distribution is in accordance with t:1e Last Hill and Testament of the decedcrtJ duly probated in \~i11 Hook 84, Page 418. STATE OF PEFlNSYLVANIA :SS COUNTY OF CU}!EERLAND Before me, the unders igned, personally appeDred HILDRED H. CORm.IAN, HILSON P. HURLEY and ARLENE H. RAUDi\MUGH, Executors of the Estate of Evalille S. Hurley, deceased, W:10 being duly ,,\%rn according to la\'I, depose and say that the foregoing Schedule of proposed Distribution is true and correct to the best of their kl1D\'lledge, Information and belief. ..".:.::', . '. USER 100 p~~,: 595 .' ';~"'~' 'r;:t~'!:fO I.~<.::.,. .!1(~ ._.......... IJ")'.... .,.....'v4f. '.14 -..,... /' "~1."r'v.. ..'V~' . ~.I-1' '. -> "~ . .J ~ .i'.., .~ ." " : !S~JYr..n".'and.'~!iUt~crib"", to . - , v. .,.... '~. 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'OJ .::: r5 .. :~ "" -~ .., ~ ~ .... ~ .....M~. 0:.> l-I _ .... l~ V) ~ ..... ~ " ~ :o~ . :.":"'- ~a: j~~Hi~ to];.:) ""''(~' '-to I .~~:l ...",.." I ~~ ',-.,tp , .'" , '~.:l ' ,.:,;)~jl~ ::~<i ~ Jn~i; ~'J ~ ~. .,. C' .~~). :~:~~~I!P:n U) c- 5...:-_~\}: :\:tj~':it~ ,j ~,~'w CSt:: )':f.}~i~ .; ~ U$l,,~ ~ S: .~rn!.:;;.;.\.:..\..~:I~' .. ~ . - :~ :'. -:;j~.Mf~ ;"~ ;~:::J".t.{1;~ ;V6~~~ .-:.....,~~ ;,):d~~ ,--;'.,'.:.1.:1';/I);li " ."'~~ :;~\.I - ,"I~'\\;'~ : '~~/~,fJ~ ....;:.).i;j.~ '_',,-':l('':.';!,{ ,';.~.~ ;i~-\:~~~~ ,. ' )')~\ff~ :;\[~ n o:l "r- e"" ~ .r~ w";- <:> r"'lc" rr. ;l)..;, <.-:> r-":';, I ~"':: ....':l W ~;~J ::;: " ~ 'ro(-. .., , ,.,. ... ~ June 15 July 2 ] /lug. 14 De t. 20 Dee. 1980 Nov. 28 Dec. 9 1981 Ja\1. 8 l'rupert.y t1lX - l:ef'II1<\ Inlere ~ l L hec k Tll(:Cl.C"t clwck l'rDm certificate' to c\wckillg ,wcDunL {OJ: puymcnt of L<:xe::, cii::U-j"utL)!l Dr :?20,OOO. each, etc. Interes t ~lJb-T Dta 1 Commulmea1L~, Not'L CD Interc:'t (es t) 120,27/ .1,9 2,955.15 123,232.6[, TOTAL DEllI'fS cr. The Accountants tCll(c credit Cor the folJ.mying: Het-r~cl - Electric hill Henry L. Stua;:t - Reitn. for letters Co ~horl cej~ti.ficates Hel Spahr - appfnisal united Telep.to;]C - P \OW2 bill Hoffman-Roth-FWlcrnl hill Rohert uunk1ebergel. -~,,'2d [.. [cl:ti1izer bill He1 Spahr - Insurance hi 11 Met-Ed - E1ectrir biJl Evc:1.ing ~'el1th\cl - A(~VC'1~l j :d.ng lctter<-: Herman Oil - on bill L"'? 10(' ,...- Carlisle i.~e.mot'ial - ll"~tte:cjtlg ..... \.J ,.....~ lil/JIO 2,i ';2. J() 2,51,9.1.3 87,407.18 371...95 127,662.95 123 ,232 .64 250,895.59 17.47 60.00 12 5 . 00 8.46 2,361. 00 342 . 80 54.00 16.51 18.00 178.57 , ", n19 ~)'JI_ 1;9.00 CO...1ol0HWE:'lTM O~ PENNsn"':'~ll. .1 NOTICE OF DETERMINATION AND IACH DEPAJnl,l:EN'T' or ~E\'ENUE ASSESSMENT OF PENNSYLVANIA ~uAEAU OF If\OI'lTDUAl TAXES I ESTATE TAX BASED ON FEDERAL I r.o BOX 63:27 I H.t.RA.ISBU~G.'," I1ICS ESTATE TAX RETURN DATE 10-27-86 ESTATE OF HURLEY EVALINE S FILE ND, 21 80-0741 DATE OF DEATH 11-15-80 COUNTY CUM8ERLAND NOTE: TO INSURE PRDPER CREDIT TO YOUR ACCDUNT, SUBMIT THE UPPER PORTIDN OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER DF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TD: "REGISTER OF WILLS. AGENT," HENRY L STUART 3 S HANOVER ST CARLISLE \ REV. 483 EX (3-88) PA 17013 201 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount Remitted to Register of Wills 9l,!'!: _A.!-9~~_ '!:"!!~ _L!~E_ _ _ _ _~_ _ _ _~EJ~LN_ ~9'{V~1:! _p_O_RJLO_N_ ~91:! XO_U_R_ ~I~~~ _ _ _ _ _~_ _ _ _ _ _ _ _ _ _ __ REV, 483 EX (3-86) "NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN" ESTATE OF HURLEY EVALINE S FILE NO. 21 80-0741 ACN 201 DATE 10-27-86 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3, Inheritance Tax Assessed by Other States or Territories of the United States (Excluding DIscount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: PAYMENT DATE RECEIPT NUMBER 1,142.86 11,646.38 .00 11,646.38 .00 INTEREST (-) AMOUNT PAID '. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE (IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR). NO PAYMENT . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST .00 .00 .00 .00 IS REQUIRED) PAVMENT: To fulfill the requIrements of Section 1745 (b) of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa C.S. Section 1745), Detach the top portlon of this Notice and submit with your payment to the RegIster of Wills. --Address Information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident Decedent." --Make check or monev order pavable to: REGISTER OF WILLS. AGENT, REFUND teR); A refund of a tax credit. may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-l313)' Applications are available at the Office of the Register of Wills. any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordenng telephone lines in Harrisburg - (717) 233-3443. In Philadelphia - (215) 351-2065 or in pittsburgh - (4121 565-3601. OBJECTIONS: Any party m interest not satisfied with the assessment of tax as shown on thiS Notice may Object withIn sixty (601 days of receipt of thiS Notice as follows: --by wntten protest to the Oepanmel"'t of Revenue. Board of Appeals. P.O. Box 8480. Harrisburg. PA --by election to have the matter determIned at the audIt of the account of the personal representative --by appeal to the Orphans' Court 17105-8480 OR OR PURPOSE OF NOTICE: ADMIN- ISTRA TIVE CORRECTIONS: INTEREST: Factual errors discovered on this assessment should be addressed In writing to: PA Department of Revenue. Bureau of Individual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment ReView Unit (717) 787-6505. See page 3 of the beoklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation of acminlstratively correctable errors. Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death, Interest is calculated on a daily basis at the DelinQuent Date 5/27/43 to and including 12/31/81 1/1/82 to and Including 12/31/82 1/1/83 to and including 12/31/83 1/1/84 to and including 12/31/84 1/1/85 to and Including 12/31/85 1/1/86 to and Including 12/31/86 --Taxes that became delinquent on or delinquent balance is paid in full. --Taxes that became delinquent on or each calendar year. --Interest is calculated as follows: follOWIng rates: Interest Rate Oaih' Interest Factor 6', 20% ,_" c" 11% 13% 10% before December .000164 .000548 .000438 .00030 , .000356 .000274 31. 1981 wil1 maintain a constant interest rate until the after January 1. 1982 are subject to a variable interest rate that changes INTEREST ' BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinQuent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment IS made after the Interest computation date shown on the Notice. additional interest must be calculated. I I I I I I I I i 1 REV, 736 EX (03-86) 202 ACN CO..-IolON\\..ElolTt< O~ f'E"'SV~.I.~l' NOTICE OF DETERMINATION AND ~~~::~tJ~~"l\~i"'~U'J."~~XES ASSESSMENT OF PENNSYLVANIA po .ox "" ESTATE TAX BASED ON FEDERAL HAR.R.ISBURG, p:, "lO~ CLOSING LETTER DOTE " 11-03-86 ESTATE OF HURLEY EVALINE S FILE NO. 21 80-0741 DATE OF UEATH 11-15-80 COUNTY CUMBERLAND NDTE: TO INSURE PROPER CREDIT TO YDUR ACCDUNT. SUBMIT THE UPPER PDRTIDN OF THIS FORM WITH YDUR TAX PAYMENT TO THE REGISTER DF WILLS OF THE ABOVE CDUNTY. MAKE CHECKS PAYABLE TD: "REGISTER OF WILLS. AGENT," HENRY L STUART 3 S HANOVER ST CARLISLE PA 17013 PLEASE RETURN THIS ! PORT ION TO REGISTER OF , WILLS IF PAYMENT OUE IAmount Remitted to Register of Wills CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES - ----- ------ -- -- - -- - ..~---- - - -- - ------ - - -- -- - --- ---~- ------ -------------- REV. 736 EX (03-861 "NOTICE OF DETERMINATIDN AND ASSESSMENT DF PENNSYLVAIA ESTATE TAX BASED ON FEDERAL CLDSING LETTER" ESTATE DF HURLEY EVALINE S FILE NO.21 80-0741 ACN 202 DATE 11-03-86 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 1,142.86 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and lor Interestl 11.646.38 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and lor Interesll 4. Total Inheritance Tax Assessed .00 11,646.38 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Fe~eral Estate Tax Return 7. Additional Pennsylvania Estate Tax Due .00 .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER INTEREST (-J AMOUNT PAID '.~ ,.01 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE .00 .00 .00 .00 * IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN 51 OR IS REFLECTED AS A "CREDIT" ICRI. ND PAYMENT IS REQUIRED) ..',-, PURPOSE OF NOTICE: PAYMENT: To fulfill the reQuIrements of Section 1745 (bl of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa C.S, Section 1745l. Detach the top portion of this Notice and submIt with your payment to the Register of Wills. --Address information is listed on page 13 of the book.let. "Instrucllons for tnherltance Tax Return for a Resident Decedent." --Make check or money order payable to: REGISTER OF WILLS. AGENT. REFUND (CRI: A refund of a tax credit. may be re~uested by completing an "Application for Refund of Pennsylvania Inheritance ana Eslate Tax" (Form REV-1313), Appllcauons are available at the Office of the Register of Wills. any of the 24 Revenue District Offices, or from the Department's Forms Service Unit 24 hour Forms Ordering telephone lines in Harrisburg - (717) 233-3443. In PhIladelphIa - (215) 351-2065 or in Pittsburgh - (412) 565-3601. OBJECTIONS: Any party In interest not satisfied With the assessment of tax as shown on this Notice may object within sixty (60l days of receipt of this Notice as follows: __ by written protest to the Department of Revenue. Board of Appeals. P.O. Box 8480. Harrisburg. PA by election to have the matter determined at the audIt of the account of the personal representative -- by appeal to the Orphans' Courl 17105-8480 OR OR AOMIN- ISTRA TIVE CORRECTIONS: Factual errors discovered on this assessment should be adcressed in writing to: PA Department of Revenue. Bureau of Individual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment ReView Unit (7171 787-6505. See page 3 of the booklet "InstructIons for Inheritance Tax Return for a Resident Decedent" for an explanation of administratively correctable errors, INTEREST: Additional Pennsylvania Estate Tax assessed as a result of a change based on the Federal Estate Tax closmg letter becomes delinquent at the expIratIon of one (1) month from the date the final notice of the increase in Federal Estate Tax IS received, Interest IS calculated on a dall" baSIS at the fOllOWing rates: Delinquent Date Interest Rate Dally Interest Factor 5/27/43 to and including 12/31/81 111182 to and IncludIng 12/31/82 111/83 to and IncludIng 12/31183 111/84 to and IncludIng 12/31/84 111/85 10 and Including 12/31185 111186 to and IncludIng 12/31/86 -- Taxes thal became delinQuent on or before delinquent balance IS paid in full. Taxes that became delinquent on or after Januarv 1, 1982 are subject to a varrable mterest rate that changes each calendar year. Interest IS calculated as follows: 6'. ., 20% 16% 11% 13% 10% December 31,1981 will maintain a .000164 .000548 .000438 .000301 .000356 .000274 constant interest rate until the INTEREST = BALANCE OF TAX UNPAID X NUMBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR __ Any Notice issued after the tax becomes delinquent will reflect an Interest calculatlon to ftfteen (15) days beyonc the aate of the assessment. If pavment IS made after the mterest computatlon date shown on the Notice. additional mterest must be calculated, REV. 738 EX (03-B8) CO""'OHwU.L1H OF PENNsnv",N1A. NOTICE OF DETERMINATION AND DEP""'" 0' REV,"" ASSESSMENT DF PENNSYLVANIA :~E:~)(O~:'~IYIOUAl lUES ESTATE TAX BASED ON FEDERAL HARRISBURG. P1 1710~ CLOSING LETTER DATE ESTATE OF HURLEY EVALINE 5 FILE NO. 21 80-0741 DATE OF OEATH ' _ COUNTY C NOTE: TO INSURE PRDPER CREDIT TD YOUR ACCDUNT. SUBMIT THE UPPER PORTION DF THIS FORM WITH TO THE REGISTER OF WILLS DF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TD: "REGISTER DF ACN 202 YOUR TAX PAYMENT WILLS. AGENT." HENRY L STUART 3 5 HANOVER ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount Remitted to Register of Wills ~~~ _A.!-~~~_lHl~ ..L!~E_ _ _ _ .--:-. _. _~EJt<~N_ ~C?~~13 _P.o_RJ~O..N_ ~Q~ _Y_O.U!,\. ~I~~S. -.. - .~- - - - - - -. - - -- REV. 736 EX (03-86) uNOTICE OF DETERMINATION AND ASSESSMENT DF PENNSYLVAIA ESTATE TAX BASED DN FEDERAL CLOSING LETTER" ESTATE OF HURLEY EVALINE 5 FILE ND,21 80-0741 ACN 202 DATE 11-03-86 ESTATE TAX DETERMINATION 1,142.86 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interestl 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Fegeral Estate Tax Return 7- Additional Pennsylvania Estate Tax Due 11,646.38 .00 11 ,646. 38 .00 .00 .00 T AX CREDITS: PAYM::NT DATE RECEIPT NUMBER INTEREST (-I AMOUNT PAID TDTAL TAX CREDIT eALANCE OF TAX OUE INTEREST TOT AL DUE .00 .00 .00 .00 . :F.?hID AFTER THIS DATE SEE REVERSE SIDE F8R :ALCULATION OF hDD!T!OllhL !1:TEREST (IF 8ALANCE DUE IS LESS THAN S1