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I, hEi-IRY :,lHEl(, of:' the City, County WIcl Stde of
New York, do mcl:e, publish and declt:.I'e this t.o be lilY L..st \'[ill
and 'l'est8.::nent, of all my 9roperty, red wd personal, of '.':hich
I shall die seizeo. or posses:3cd, or over \'111ich I shall have any
power of disposition or cr:JJointment, hereby revoking 8.11 ~Jrevious
'.'fills and Codicils by me heretofore [,w.de.
FIRS'I': I DIPJi;CT thd all my just debts and funeral
expenses be paid as soon after my d.ece~~se ~l" :aay 1.Je precticable.
bECOi-lD: I GIVj~ hIlD BEIo.;uBNl'H to my Wl:..e, SOP;-iIE V. ;,ilAIER
all my tangible lJersonal proper.::'y ::n%r inter0st. therein, where-
soever situated, '.'lhich is used, ade.pted or intended for personal
or household use, pleasure, adornillent or trcnsportation. In the
event my sdd wife shell ho.ve preuecec.sed me I GIVE 1um BE(UEhTH
the same to my daugher, J IJ.iJJ\ i-lE'; LJ.FFEY. The foregoing gifts
and be~uests do not include any cush, stocks, bonds, notes,
securities or evidences of indebtedness.
THIRD: In the event. my wife, SOPHIE V. ;',IAIER survives
me, I GIVE, DEVISE hND BKUEJ._TE an amount of my property and/or
cash, ec,ue.l to the difference bet';:een (1) olle-hdf (1/2) of the
value of my adjusted gross estate 2.8 finan~' determined for
Federal Estate tax ~ur,)oses, ;:.nd (2) the cl'Sgr'-'t;ute VdUE, if any,
as finully determineo. for Federal est5te tax PUrl)oses, of all
assets which nc;.ss or hL~ve !Jc..ssed to ray wife under other provisions
of my \'Iill or other'.vise find vlhich are allovlalJle i:i.S a mClri tal cle-
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duction under the provisions of the Internal Revenue Code in
force at the time of my death, to my Trustees hereinafter named,
IN TRUST, Iv~VERTI~L8SS, to hold the same during the life of my
wife, SOPHIE V. I'lUIIEH, and to invest and keep invested the same
and to pay all the income therefrom annually or at lUore frequent
intervals, to my s"id wife for and during the term of her life.
I GIVE my said wife the povier to appoint by her Last
Will and Testament, including the poy:er to appoint to her estate,
all or any DC'.rt of the corpus of the trust hereinabove creuted
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for her benefit, said power of appointment to be exercisable by
my said wife alone and in all events.
I HJi,REBY SPECIFICLLLY E:JPO\rLR IJlD WWiORIZE my said
Trustees to pay to my suid '!:ife out of the princip::l.l of s<::.id
trust only so much thereof as in the sole e.nd uncontrolled dis-
cretion and opinion of my corporhte Trustee shall be necessary
and proper for her care, comfort, raaintenance and sup)Jort in
the manner to which she has been accustomed.
In the event my said '/life having survived me fails to
exercise the above pO\'Ier to aplloint, I DIHECT thd all or any
part of the then remaining corpus of the trust hereinabove
created shall De added to cmd become e. part of lUJr residuary
estate and be disposed of as such.
FOURTH: I Glh, DEVISE iJm m;,<cUHTH all the REST,
RESIDUE IND REMAnlIiEH. of my estde to JaY s2.id Trustees, In TRUST,
NEVERTI-lliLESS, to hold the same ami to invest and keep invested
the same and to receive the rents, issues, incollle and profits
therefrom and after defraying all taxes, commissions and other
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lawful charges with respect to such income, to pay the net income
therefrom annually or ut more freo.uent interwls to my wife
SOPHIE V. i.1AI1R, for and during her life or until her remarriage
and on the death or remarri"ge of :ny sdd wife, or U00n my death
in the event my sc:.id wife shall h,:ve predece8.sed me, to pay the
net income therefrmH annu~lly or at more frec:uent intervals to
my daughter, JilllE j;l~N Li,~'FEY for end during her life. Upon the
death of my s[~id daughter, or ui)on my death in the event neither
my said wife nor my srlid daughter survives ine, or upon the death
or remarriage of my sdd wife, if my sc:id d0.ughter is not then
living, I DIRiCT illY said Trustees to pay over the then remaining
corpus of the Trust herein created to the issue then living of
my se.id daughter in equal sh,.res per stirpes or if there be no
such issue then living, to those V~lO would be entitled to tru~e
had I then died intest2.te a resident of the state of Hew York.
I }I]!;[li:.BY SJ:'ECH'ICALiS EJ.12O'!iER AND AUTEORIZE my said
Trustees to pay to my said daughter out of the principal of said
Trust, whether or not she is then the current L'lcome beneficial'y
of said trust, only so much thereof as in the sole and uncontrolled
discretion and opinion of my carpal' de Trustee sh~11 be necessary
and proper for her care, comfort, maintenance and support, in
the manner to vThich she has been accustomed and in addition to
such payment or payments to pay to my s8.id daughter from the
principal of said trust, '1ihether or not she is then the current
income beneficiary of said tl~st, the Slli~ of One thousand ($1,000.00)
dollars in each twelve (12) month period follo\'iing the qualification
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of my said Trustees o.s such, said sum to be paid in ec;ual in-
stullmcnts of Five liundreci (::,500.00) Clollu.l'S ecch on the 15th
day of l.'ebruary unci the 15th deW of ~:e)tembcr of euch said twelve
(12) month period durinr, the lEetiac of my suid daughter.
FIFTH:
I I;O;:iINATE, COi~Sn'l'U'l'E an:; ,PPOIIlT my wife,
SOPHIE V. IilJ..IER [.nd THIS CI.L,L1 ;,!LTI:.Jl!i..L EIlI::: OF THE; crrY OF i-iE'ii
YORK, Executors of ond Trustees tmuer this my Lo:.st '::ill and Testament.
SIXTH: I DIf'2CT thd no 1)~ecutor ,nel/or Trustee named
m this ';Jill sh,,11 under r.::ny cirClli:lstc.l1Ces or in any jurisdic-
tion be reouired to furnish a bond for the faithful performance
of her or its duties as such.
SE\liNTH:
In C8.Ee c.ny ?erson nmned or desi[ll<;ted in
this \'Iill uies under circumstc:nces in \':hich there is not suffi-
cient evidence th:'.t we hLve died other',:isc than simultoneously,
I LIHECT thf,t this ',':in be construec. "8 though I had predeceased
such person.
EIGHTH:
If 3.t 8l1Y time c.~ll or any portion of my
estate shall vest in absolute O\mership in 8. illinor, my Executors
end/or Trustees are authorized. and em~)o';:ercd in their discretion
to hold and 2.cl.mini:;ter, and to invest <.:.no. reinvest such princij)al
for the benefit of such uinor c1.uring llis or her' minority, and to
pay to such per":on or 0.9.,)ly to his or her use 2nd 1)enefit only
such sums of DI'inci:Jul ane incO!;!e as 11'1 Executors and/or Trustees
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shall in their discretion deem pro",er for his or her support,
maintenance ana. educFcT,ion, und to accumu1de for the benefit of
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such minor any surplus income remaining after such payment
or application. All income so uccur,mlated and the then remain-
ing principal shall be paid. over to such person upon his or her
attaining the age of twenty-one (21) years; but if such person
shall die before att&ining the use of twenty-one (21) years,
then such accumulations of income and the then reIn2.ining principal
shull thereupon be paid. over to the legal representatives of such
infant. The foregoing authority to so holo. and administer any
such portion of my estate so vesting in absolute ovmership in a
minor, shall be construed as a povler only <.lld shall not operate
to suspend the absolute o~nership of such portion of my estate by
such minor or to prevent the absolute vesting thereof in such
minor.
If my Executors and/or Trustees shall hold and ad-
minister property pursuant to this Article numbered IIEIGHTH"
I HEREBY AUTHORIZE 11ID DIRECT them to exercise all of the power,
authority, and discretion 8.S to investments and all other matters
conferred upon them in this my Last ':{ill and'i'estament, and further
direct that they shall be entitled to the same compensation as would
be allo~ed them as trust Trustees in respect to such property so
held for the benefit of such minor.
iHNTH: Whenever it shall be the duty of my Executors
and/or Trustees to jJ<-.Y any income to or for the use and benefit
of a person who at that time is an infcnt under the age of twenty-
one (21) years, I DIRECT such Executors and/or Trustees to m,~e
such payment to the duly appointed gu",rdicn of such infant, or
to the person with whow. such minor may reside, and that upon
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so making such p~yment the receipt of such duly appointed
guardian or of the person with whom such :ilinor may reside shall
hereunder be a full c.nd comulete d.isch::crce and acouittance of
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such Executors und/or Trustees as to the sum [;0 paid.
residuary estate any wad all est[\te, succession, inheritance or
TENTH: I DIRECT thd there shall be paid out of my
transfer taxes, including any penalties or interest thereon,
which may be legally assess0d. or imposed upon my taxable estate,
or any part thereof, or upon the right of succession to my tax-
able estate, or any part thereof, but not including any such
taxes assessed or imposed by reason of any power of appointment
or disposition which I :!lay noW, or heredter have. Vlith respect
to any such taxes assessed or imposed by reason of any such poy/er,
I HbElliBY P2POINT to the proper authority or authorities, in their
official capacity, so much of the property subject to such power
as is necessary to pay any and cdl such taxes.
Trustees in addition 8lld without limitation of the pO'.'lers confer-
ELEVENTH: I GIVE to ulY Executors end also to my
red upon the Executors ::md Trustees by 1'.'.'1'1, full po'ner and author-
ity in their uncontrolled ci.iscretion as follows:
(a) 'l'o hold, exchanse, mortgage or le,.fJe, or to
sell or dispose of alY 2nd all of my real and personal
property (not herein specifically devised), at public or
private sale, at such time or times, for cash or on
credit, or partly for cash <:-nd piirtly on creo.it, and. upon
such terms und conditions as to them shall seem best, or
to lease the SEJile and/or to grant options for the rene','fal
of any lease on any terms and for any length of time, 8lld
to make, execute and ci.eliver ,illY ald all deeds or other
instruments necessary or proper to carry any such sale or
lease into effect, irrespective of any statute or the
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termination of any trust hei'ein creuted; and, e;ny-
thing herein to the contrary 110 tv:ithst<.:.nding, to 2.ccept
and retain as a jJr0ger inv8<:tiilent hereunder any evidence
of indebtedness resultin;; fro,,1 [illY such sale, conveyz.nce
or lease. No purchaser d any s2.le m"cde by my Executors
or Trustees shdl be bounci to inquirE: into the expea.iency,
propriety, validity or necessity of B.ny sde made by them
or to see to or be liable for the application of the pur-
chase moneys 2-rising therefrom.
(b) 'To improve m ~;,ny V:'J.Y 'iih"tsoever any real
property vlhich they may r,cc,uire or hold, and their de-
tel.'mination of r:h<::.t proportion of the money so spent
is chargea\le to capital and ~hat proportion ~1ereof
is chargear,le to income shall be find wd con.clusive
and binding on all persons L'lterested in my estate.
(c) To consent to the reorgenization or consoli-
dation or readjustment of the finr,nces of any corporation,
or to the sale to any other corporat ion or person of the
property of any corporation, any of the stocks, bonds,
notes or other securities of which ~re held by them here-
under, 2~d to do any act with reference to such stocks,
bonds, notes or other securities necessary or proper to
enable them to obtain the benefit of a1'lY such reorganiza-
tion, consolidation, reudjust;nent or sale; and in case
an.y of the stocks, bonds, notes or other securities so
held shall at any time contain <.:.n option or options to
the holders thereof, to convert the srune into other stocks,
bonds, notes or other secUl'i ties, or in cC'.se the right
shall be given to, or obligation imposed upon, the holders
of such stocks, bonds, notes or other securities so held,
to subscribe for additional stocks, bonds, notes or otiler
securi ties, they mc;y, in their uncontrolled discretion,
exercise such option or options, make such convers ions
or subscriptions, "nd nwke <my necessary paY!'lcnts therefor,
c:nd hold such stocks, bonds, notes, or othel' securities so
acquired as investments of' the trust funds hereby cree.ted,
anything herein to the contre.ry notv;ithstcmding. Said
Executors end/or Trustees are hereby authorized and em-
po':!ered in their discretion to vote by proxy at any cor-
porate meeting.
(d) To pay over in any distribution of any or
the property or trust funds made in accordcnce TIith the
tel'ills hGreof, the she,res so <ii~,tributed either in per-
sonal property, cas11, real property or in securities or
in an interest in i:lny of ~~e,1 or }?t::.rtly in one or more
of them, at t.heir filiI' market value.
(e) To retain any invest!ilents, either re<'.l or
personal, ovmed by ue, and I GIVE to thei1 a,bsolute llild
unlimited "Gor:er to make such neVi investments end re-
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investments either in rec.lty or in personalty as in
their sole discretion they In2-Y ~hink proper. The
above pOTIers and liuthorizations herein sranted 2xe
notviithsta.miing c.ny E.tatutory iJr'ovisions of any ~tate
viherein this "\\~ill ::.1c.y be pl'obftted, liJaitin.;; the poners
of Executors and/or Trustees in the ;,u:tter of invest-
ment s.
(f) In addition to the above j10'I:er of investment
I ii2Rl",BY EJPO'::ER my :::aid Lxecutors and/or Trustees, in
their uncontrolled discretion, to invest in any COliliilon
trust flli,d, legal or discretionury, in existence ~t the
time under the laws of the ~t~te of Hew York.
(g) To mc~e any 10WIS, either secured or unsecured,
in such 2Jllounts, upon such terms, at such rates of in-
terest, and to such persons, firms or corporations, as
they may deem advisable.
(h) To borrO\': money for <illY purpose in connection
with the c;dr.linistration of my estate or any trust created
hereby; to execute l)romissory notes or other obligations
for amounts so borrowed by mortgage or pledge of any real
or personal property of which I may die seized or possessed,
or which ffie.y at any ti!;;e :form purt of my estde or any
trust created hereby.
( i) To rene\'! or extend the time of payment of any
obligdion, secured or unsecured, payable to or by my
estate or any trust created hereby, for as long a period
or periods of t~~e, and on such terms as they may deter-
min0j and to adjust, settle, compromise Rnd arbitrate
claims or demands in favor of or against my estate or
any trust created hereby, upon such terms as they may
deem advisable.
(j) To hold and administer thetrusts created
hereby in one or more consolidated funds, in ~hole or
in part, in which the sepaate trusts sh2.11 have undivided
interests.
(k) To engaJe accountants, Beents, custodi,ms,
clerks, investment cmmsd, and such other persons as
they iauy deem 2.dvis<:JJle in the administr;;.tion of filY
estate and any trust creded. l,ereby, and to make such
t t1 <. ., , '1' t
paymen . s leY'8ror l~S t.lley i.ic.y aec.m rel~som;. [) e, anel 0
charge the expense thersof to income or principal 2.S
they may determine, and to CLele::;ate any dh~cretion
'III1ich they m8.Y deem udvisahle.
(1) To conduct, operate, man:::ge or to take part
in the conduct, operation 01' !.1Cl1<igement of any business
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or interest therein with which I !!lay be associated, con-
nected or interest8d in at the time of my death in the
Sallle manner and to the selUe extent as I coule. 0.0 if I Vlere
then living.
'l'ViELFTH: V:henever the principal or ony pc..rt thereof of
any of the trust funds hereby created shall be invested in bonds,
notes or other securities bought or receiv€tl at a premium, the
beneficic.ry for life thereof shall receive the full income of
such trust fund, ,d.ter payment of dl lLw:ful expenses and charges,
and no part of the income of the trust funds here1)y created shall
be taken from any beneficiary for life to mdegood to the re-
muinderman. or remaindermen premiums paid in making investments,
and it shall be no pc..rt of the duty of the 'irustees for the time
being to crede any sinking fund by setting upart any of the
annual interest or returns on any such bonds, notes, or other
securities, to offset a.ny depreciation in value caused by the
approach of the elate of maturity or otherl';ise.
'l'HIR'l'EEN'rH: 1111 ord.inary dividends, whether payc.ble
in cash or in the stock of the corporation authorizing and de-
cle.rinc; the same, or in the stock of another cO:'!Jordion, or
in any other property, shall be considered income and not prin-
cipal. Hl extraordinm'y dividends ~Jayz,ble in the stock of the
corporat.ion e.uthorizing end decL.ring the same and ",11 liquidat-
ing divideno.s she.ll be considered principal. All other extra-
orciinr~ry dividends, including those received from corporations
with or engaged in exploitation of so-c[;.lled "vmsting assets",
shall be considered income. The Trustees' determination as to
whether allY dividend is 0. li(~uitl&ting divici.end or is ordinary
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or extraordinc.ry shall be conclusive and bindinG u90n 811 per-
sons no\'l or hercdter inten:stel:l in the trust estde ano the
Trustees shall be fully protected in distributing as a phrt of
the income of the trust est<:',t!? ony and all dividends which the
Trustees deterilline to -;;e ord.inc.ry. rny such det.ermina tion may
be made by the Trustees, irrespective of whether the dividend
in c,uestion shall 1Je in fact Fincipc.l or incoille, provided,
however, that nothing in this hrticle contained shall be deemed
to authorize the Trmd:.ees to retain my dividend or any portion
thereof in so far us such retention ~ould result in an illegal
acclmmlation of incomE.
FOURTEENTH: 'Iii th reg,:rc. to the comyensation of The
Chase Ndional Bank of the City of Ne':! York as my Executor and
my Trustee, I DIP~CT that as Executor it shall receive not less
than the statutory commissions to which it would be entitled
were it my sole E;-:ecutor, and as Trustee it shall receive not
less than the ste.tutory co!,unissions to which it ",:ould be en-
ti tled ,Iere it my sole Trustee.
FIFTEEdTH: \iiler'ever this '::ill pI'ovic.es for the pay-
ment of ony income to a :j'2TcOn \\'ho d the ti~l€ shall be a minor,
the Trust.ees sheell ;n.y to such person or a9ply to his or her use
only such sum as the Trustees shdl, in tl1eir diGcretion, deeL1
proper for his or her sup~)ort, i'lccintenance r:.nd educ::tion, and
shall occuLlulate for t.l18 bencfi t of such minor <'..ny surplus in-
come remaining after such l)c'jlnent or 5.!J:Jlication. /,11 income
so acclli~ulLted sholl be paid over to such person upon his or her
attc:.ininp, the C.ce of tVlenty-one (21) years; but if such person
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shall die before &ttdning the tete of t\':enty-one: (21) ;!eBrS then
such acculllul,-,tions of incoin12 sh"ll thercu<!on be o<.id OVEr to the
legal representdives of i,;uch infmt. 1,p}1icdion of incoiJe to
the use of C\ mir.or, <:'8 her0in~)rovi6_ed, Illc1Y -1112 l);:de either direct-
ly or by pc_yrnent thereof to the guadiWl o~' such iilinor or to the
person with whom such minor :n<.:y reside, onc. the receipt of such
guardic:n or j:Jerson for all 9c_yrilents so ITli,de shc:ll be a full dis-
charge to the Trustees for <ell of such p2.Ywents.
SIXTEENTH: The vIord "Executors" end the pronouns
therefor, c.nd the \'lOrd "Trustees" ana_ the pronouns therefor, as
used herein shall be construed iJ.S masculine, feininine or neuter
or in the singul5.r or p-lural, 2.5 the sense rec,uires, and to in-
clude any and ,,11 SUCCe:3Wl'S hereunder.
Di Y:I'rlriS~: r;;1ERECF, I kve hereunto set my hrnd and seal
this } 't day of Lpril, One thous8.nd
F1T'~ lJc:uu 4!Uf~
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The foregoing instrument ViE,S, on the d<W
and year last above '::ri ttcn, signE.G, scdec,
ilUblished 8-nd aecL-rec:. 1)y ;~lTBY :U,ER, the
Testator above maned, s.s ,,!lel to be his Last
Win and Testament, :nu by hi;a subscri:Jed at
the end thereof, in our prei3ence, \'1:-10, ,t his
request, in his pre:0011ce and in the lJre<:ence
of each other, tkVe h€I'Clll1to ;;ubscrilx:ci our
nC1rnes as ';;itnesr:es Lend our r3s.,ectivs,:,1:ces
of residence. -
. ~?JW-v~~_fP ,~R-l ~;:;&~ ~~
" _~__~~_L~~ ST~_IV''f'
L/ ~ r~ JGM. r:J ~r; LJ-I G-. C;; S Y.' ~ ~_ ~,Z____
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nine hundrGd and fifty-two.
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I, rJli:I~RY :.:AIER, do hereby make, publish and declare
this to be a first Codicil to my Last Will and Testament
dated the 28th day of April, One thousand [\jine Hundred and
E'ifty-two.
FIR::>T: I give to my daughter, JANE ANN LAFFEY,
the povler to appoint by her Last Will and Testament all or
any part of th~ corpus of the trust cre~ted for her benefit
in my said Last Will and Testament to her issue or such of
them and in such shares or proporticns as she may designate
in her Last Will and Testament.
In the event DIY said daughter fails to exercise
the above power of a.ppointment, I direct that the corpus
of said trust be disposed of as provided in my said Last
Will and Testament upon the death of my said daughter.
~ECUND: Except as herein modified, in all other
respects I hereby ratify and confirm my said Last Will and
Testament dated the 28th day of c.pril, One thousand Nine hundred
and Fifty-two.
IN WITNE~::> WHERiOF, I have hereunto set my hand and
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. day oat~- .,.z~r_<./{' J,Jne thousand Nine hundred and
~
seal this
i:iixty.
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-------~------
,
The foregoing instrument was, on the
day and year last above written,
signed, sealed, published and declared
by t1ENRY MAIER, the Testator above
named, as and to be a ~irEt Codicil
~
~
.
-
.
to his Last Will and Testament
and by him subscribed at the end
thereof, in our presence, who, at
his recuest, in his presence and
in the presence of each other, have
hereunto subscribed our names as
witnesses and our respective places
of reside~c>~ .
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I, HENRY MAIER, of the City, County and State of New
York, do hereby make, publish and declare this to be a
Second Codicil to my Last Will and Testament dated the 28th
day of April, One Thousand Nine Hundred and Fifty-two, and
First Codicil thereto dated the 5th day of December, One
Thousand Nine Hundred and Sixty.
FIRST: I hereby revoke and annul Article "FIFTH" of
my said Last Will and Tes tament and substitute in place
thereof the following Article:
"F IFTll : I nominate, constitute and appoint my
daughter, JANE ANN LAFFEY, and THE CHASE MANHATTAN BANK,
NATIONAL ASSOCIATION, Executors of and Trustees under my
said Last Will and Testament and any Codicils thereto, and
I direct that neither of them shall under any circumstances
or in any jurisdiction be required to furnish a bond for the
faithful performance of her or its duties as such".
SECOND: In all other respects I hereby ratify and
confirm my said Last Will and Testament dated the 28th day
of April, One Thousand Nine Hundred and Fifty-two, and First
Codicil thereto dated the 5th day of December, One Thousand
Nine Hundred and Sixty.
IN WITNESS WHEREOF, I have hereunto set my hand and
.Ie
seal this '~1 day of J~ I_ .' ,,'t .J One Thousand
Nine Hundred and Seventy.
/
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1
The foregoing instrument was, on the
day and year last above written, signed,
sealed, published and declared by HENRY
MAIER, the Testator above named, as and
to be a Second Codicil to his Last Will
and Testament and by him subscribed at
the end thereof, in our presence, who,
at his request, in his presence and in
the presence of each other, have hereunto
subscribed our names as witnesses and our
respective places of residence.
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I, Hzr~h't l.'u'LI~h:', fOr!l~el'lJ rt:~' if' int:: .~ t 1[0 e'l Ll'ir~i Souleve r',~,
I;ew tori\. City, now a r'3:_~il:,t.:I1L of .otlini; 3)l'irli~~:, ::;i-,uth Lic:clletoll
Township, CWllberland C.-urlty, Pcnn~Jlvnni.t, declt'l'o t'd.f' to bo the
third Codicil to "'y Last ,Hll 'Jr", Te'Jt'JW.,,-.t ,jnter} lipril ~', 1952.
11'8L I: In as ltiUC'::l f,~ tLe G;:....:.~ t.~.WEHTT..:. [)hLE, i.;'l.TICj',;~~L
J'.';';.JCCL~'rICl;, ?raviou~l). nam0(~ as ~ln ~y~;CU; or aml il'tH::tCC ulyler II'.Y
L9.st '"ill and Testo:r,ent, 1,,,,s indicated UVli, it \Jill [jecrinc to fulfill
those rospons ibi 1i tie~" I hereby revoke the nPr.'oilit:ncnt of the Ci.i:~~E
~':.Ahl~iT'l'.:~l~ E.Li;I~, :t.::.TIC'~h.L l~.;...;.CCL':.TII..!~, as :'rustee anu :Z),6cutor in the
second Codicil to illY L'l.st Jill and Testa,cent dated Jamnl'j' 27, 1970
and revoke uny arrangements I have made ',lith the Ci{i~~:S }.1:.i;lL~T'r;lo.l; t'l~i.l\,
l;..lo.TIC~ii~L ..i~.:iGCL'1.TIG1;, for the administration of my estate either in my
Inst ..ill and r.reetat~.ent de.ttd April 2,'3, 1952 or othar'..Jise.
I appoir.t dau~hter, ,..,-, i.~l~t~ Li1.~"t'::;:L , of Foiling
!TIY \J..1.1l.l~ ..10.1....
Springs, Penns,'llvanin, to bc the sole L:;)'ecutl'iX of this my L"st ',1 ill
and Testarr.ent. Should lilY daughter, J..\i.~ .tu~i~ L":1.It::. Li1i"t-'Ef, fail to
ounlify or cea.se to nct 8.5 Sy.ccut.riy:, I nppoint "J.lj' t1..Jo brendchildrcn,
STEPi;'Si; HEl':R:l L.:.FFEY and N:.l...~i; J~I;E L.';'FF~l, !:is Co_executors of tl1ie
my lest 'Jill and Testa~'ent.
ITEb II: I a!);Kdnt r':J] tldO gre.ndcl1ildren, ..)TEL-;::;~; ~mi~hY LAFit'El
and h.oi~l~l; .;iU~E L.~Fr-'~:i, !is Tru~tees to serve t,.,i th my dau;;hter, J~d;B nl~l~
H:,Ii'.ft IdFFBY, as Co_trustees of the trusts e~tlJblis""d in thin my lest
~.jill and Testmnen.t., in placo of t~e G:-L~-....IE J:....:~:,;.;..:...TT..r; :-:~d.!'~, l;J....T!C:;i~L
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,;~;';;SCCL:r:U~. ':"11 rc~rer\;nc'3u 1.n i!l~l L'lf.;t, .nIl :1n~~ Iest~l;r.ent to 11Y
"Cor!'lornte rirustee" sh3.11 'tc constn:erJ to r(~fer to a. i::~jorit1 of the
incividual Trustees na!f,ed in this 8o'cicil.
I'fEL Ill: I direct that 1::/ persoDul rCflre~!.~nt9.tives or
trustees, as 1,;e11 as their successors, sh9.11 not be reouireo to Give
\ bond for the faithf1jl ?crfc<r",~lOCe ,of tl:eir r]nties in any ~urisdiction.
-1-
4.5.9
C091CIL
CUMBERLAND COUNTY, ss:
This ...............~~.~~.................... day of ...........~~~!~.!1:!?~.~.......... .......................... A. D., 19lf.?.o...
before me !1i.~.~.~.(~.!~;.~!'!!!~r.~.~.~.~~~.~.......\.<;:~.i5.............., Register for the Probate of Wills
and granting letters of Administration in and for said County of Cumberland, in the Common-
wealth of Pennsylvania, personally came .. .\\."".~...BJ:Q....\.\g..~......g..~.~.....bs;:\.'io...V..~:<),l..\e..
............................the subscribing witnesses to the foregoing instrument of writing purporting to be a
.t.\i,~l".~.....codicll to the last Will and Testament of ..,...R\'.\l.x.~ ...SY.\~.~.s.:S'............................
Dated (~.M.(l.I>t'.hl~~~ate of.SO.'"'iM..~.~.~\\~~,1c.~.~~~.I.\(.. Cumberland County. Penna.,
deceased who being duly .Sl.<,;<w.~.!(\.... according to law. depose and say. that\\!,~l1..\.,Y.~~.€present,
saw and heard the testa.rQ.L...... .~~.)I,.:'f.~..~.~:~t.X"..,..................sign. seal. publish, pronounce
and declare the said Instrument of writing as and for a .2:~.~. codicil to h..\.~......Testament and
Last Will. and at the time of so doing ....~.~......was of sound and disposing mind, memory and un-
derstanding. to the best of-S~~:\~... knowledge. observation and belief.
sworn
and subscribed before
........~;;.:'v.:.;.t/...t.~f4:i-/.............................
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OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH 01' PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Lelters of Administration in and for Ihe County of
Cumberland, personally came
.Jane Ann Maier Laffey
who, being duly s~vorn
,do~s
depose and say that as
Executrix
of the last Will and Testament of
Henrv Maier
deceased
she
will well and truly administer the goods and ehaltels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions'of the law relating to Transf
Mov. 26
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DECREE
Be it remembered that on the
28th d f
ay 0
November
80
,A.D.,19 , there was probated and
recorded the last Will and Testament of
Henry l~aier
late of
South
Middleton Township .
,Cumberland County, Pennsylvama,
Deceased. Lelters Testamentary were granted to
. .
Witness my hand and official seal the day and year aforesai\l.
Jane Ann Maier Laffey
4,.'
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.__..... __ -=.L. - ___ __ -- ......... .,.- _a
\d~t;g,~~"~X(_:'::' ':. COMMONWEALTH OF PENNSVLVANIA
'1~h."K' "29 8'8'
4 :NO. ,(r:, DEPARTMENT OF REVENUE
I' I ::;1~,:,;:,"':'\;:..,.6 'O~FICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
I fl
.
.
\I
I =
. ,
I ~ RECEIVED
\ 11 FROM
"
: ' ADDRESS
i \
,
-
TAX AT 6%
TAX AT 15%
TAXAT_%
., Pol 17007
ESTATE TAX
TOTAL TAX CREDIT .11,267.65
'--~f~~T~J~i.~~ATibN7.~~;-5-:-i;80------
FILE NUMBER
21-10-745
AIllJUt: ", 198).1
LESS DISCOUNT
PLUS % INTEREST
(FROM TO I
DATE OF PAYMENT
G
o
TOTAL AMOUNT PAID .11,267.65
NAME OF DECEDENT S.
lIai.r
COUNTY
CUll1:lerlu4
--------------------------------------------
POSTMARK DATE
REMARKS:
)
~
",AJD 011 ACCOUII'1'"
,
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/ . .-," .
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(~IGN~:V'1-J
RECEIVED BY
I
SEAL
t
REGISTER OF WILLS
---------------------------------
. '
..
~ . .
,
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 return:
a. The personal representative of the estate of the decedent as to properly of the decedent adminisiered 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 Ihe 1%1 Statute,
including a trustee of property transferred in trust, provided that no separate return need lie 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 the Register of Wi lis of the county wherein the decedent resided.
3. TIME FOR FILING
The return is due nine months after the decedent's death, unless an extension ior filing has been applied for and
granted by the Secretary of Revenue within the nine-month period.
4. FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides that" . . .any person who 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 found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in.law and at the rate of 15% as to ali others.
6. PAYMENT OF 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 thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED.
All checks should be made payable to the Register of Will s of the county wherein the decedeat resided and are
received subject to the final determination of the Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee I iable for the tax.
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
.
REV0450 EX+ (3.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" A"
REAL PROPERTY
*
(Instructions on Reverse Side)
ESTATE OF
Henry Maier
ITEM ESTIMATED DEPARTMEHT
1'10. DESCRIPTlOH MARKET VALUATIOH
VALUE (OFFICIAL USE
OHLY\
The decedent owned no real oro~erty in Pennsylvania or
else,:here.
TOTAL THIS PAGE -, ~ "
.A70
REV'0451 EX+:(3.aol
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
~...
~
(Instructions on Reverse Sidol
Estate of
Henry l:aier
ITEM ESTIMATED DEPARTMENT
DESCRIPTION UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL YI
TANGIBLE ?EilSONJiL ?ilO?"RTY
Jel-:elry:
1 Gold filled ~;rist watch ~ 50.00
2 Gold filled pocket ~:a tch no value
:3 Gold pocket watch 250.00
., Gold tie clip 22.50
J Gold studs 22.00
6 Imi ta tion oearl stick oin no value
7 ?earl & gold stick pin 35.00
0 Gold & diamond ring 1,900.00
Household furnishings at Laffey residence,
R.D.;f2, Boiling Sorings. ?a. :
'j Hi-fi set '. 50.00
ol-
10 Floor lamo 12.50
11 Vinyl covered chair 22.50
1~ Sofa 15.00
I~ Sony color TV &, stand 95.00
lit End table 5,00
TOTAL THIS PAGE $2,479.50 ol, 'I 7 c;. j"'t7, A
--
'.'
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1'11IJ~^UC1.PJlI^, 1"A. 11)107
oJI:Wr.LEn.
M.L....r:HllIMITH.
tlTATlON!:""
ESTATE OF HENRY MAIER
c/o JANE LAFFEY
BOILING SPRINGS, PA. 17007
VALUATION FOR ESTATE
II.\\''':II'''HI(II,I'.'',
,,'II.,IINUTUS',II.:I..
l'>11I1I11.:!04rU"'S ,,^I.I., ~....
l'l.,')IU1!'t'1I ~1.a:Tl:<1U M,\..I.. I'A.
1I^lllll!oltll!Un 1':.\"''1' 10\,\1.1.. t'A_
C:IlIfIl'lTIAS'" ,I^I.I., 11.:1..
MUSTUU;\'..:U\....II.I..: )1,\1.1., I'A.
EltTAUI..''''IIEn long
POCKET WATCH: 14 Karat YelloW Gold
Maker: LaForge and Valentine
Movement: 23 jewels
Case #: 216340
$250.00
POCKET WATCH: Gold Filled
No Maker
No Value
TIE CLIP: 14 Karat Yellow Gold
Weight: 1.5 pennyweight
approximatelY
$22.50
STUDS: 14 Karat YelloW Gold, 14 Karat White
Gold and Mother of Pearl
$22.00
STICK PIN: 14 Karat Yellow Gold and Imitation
Pearl
No Value
$35.00
STICK PIN:
1
14 Karat YelloW Gold and
Pearl (assumed natural)
Pearl
RING: 14 Karat White Gold and Diamond
-
$1,900.00
1 old mine Diamond =
1.60 carats approximately
Average Measurement: 7.8mm
x 7.7mm x 4.3mm approximately
Estimated Caldwell Grade:
4-5-5*
*As viewed in the mounting
TOTAL $2,229.50
lfie values herein sta~ed Ii"'" boon co ,o'\I'ly
1 ,,., ....... .~I,;I ..Ill"., I
~ cu~ elf and ere correct to the ~eJ Of o"r
..>>OIl::;! 'e ,. ,. f . "
. ,'.. an" .e.le, but are not gu""n'r,"d
d J.. 1.11..:1 \il.. ,
an. , ,.,e ap~~aim assumes no liability in an" way
'11:2 s~eva~ In connection \'lith or arising (rom
115 appraisal or the articles hereby valued.
L;, . tLn
January 23, 1981
.'
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I
, FtEV0451 'EX+~(3.8~) .
II COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
I TRANSFER INHERITANCE TAX
, RESIDENT DECEDENT
i Estate of
!
i
1 ITEM
NO.
i
I
I
I
,
,
15
16
1'{
ill
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SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Reverse Side)
H enrv ]':a i er
DESCRIPTION
Number
of
Shares
INTANGIBLE PERSONAL PROPERTY
Cash on hand
Bank Accounts:
Checking Account No. 032-1-036097
Chase Hanhattan Bank. N.A.
Savings Account No. 274-00020
Chase Manhattan Bank. N.A.
Savings Account Ko. 1-9767079-06
The Bowery Savings Bank
Savings Account No. 077 117 361 4
CCNB Bank, N.A.
Bonds:
American Tele?hone and Telegraph Co. 6p($10,000)
(in the account of Henry Maier at Bache
and Co.. 1411 Broadway, New York City)
due 8/1/00
New York City, 7t~ due 1/87 ($10,000)
.G~
Jersey Central Po;/er & Light Co. I 8-};6 dU~ 106'l)9
- $5, 00
Province of Ontario, 9'" . 2/15/00 ($5,000)
it? Que
United States Treasury Bond, 4t:l. due 7 /8hs:ooo)
United States Treasury Bonds, 4'" d 7/87-92
..i> ue ($1,000)
The Toledo Edison Co.. 9% due 11/1/00 ($10,000)
.G3
~q.
~5
26
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Additional Accounts:
Bache Halsey Stuart Shields Inc. \';Y_08516-41
Cash Account
rlargin Account
~':J
Time Deposit Account No. 29-5140683-0
Emigrant Savings Bank
P.O.Box 1403, N.Y.C. 10017
ITF Jane Laffe:>,
UNIT
VALUE
$4,131.0
826.2
ESTIMATED
MARKET
VALUE
$ 37.81
1.533.39
1,234.76
10,658.30
2E.,610.89
5.337.50
8,800.00
3.250.00
3,775.00
4,131.00
4,131.00
6,312.50
1,945.33
35.4tJ
11,308.18
TOTAL THIS PAGE $ 91.101.14
*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y)
9~ / tJ I. I ~ d
./
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G~,^ 12::'), LlI:l'j h';m,l Cll'l r.o.
L'_llllJ 1<;lall(l City, N.Y. 11101
21 ? 953 8330
Ms. Jane A.M. Laffey
Attorney At Law
Boiling Springs, PA 17007
March 2, 1981
Re: Ale # 1-9767079-6
Henry Maier
Dear Ms. Laffey:
Thank you for your letter of February 20, 1981 re9arding the
captioned account.
The balance on November 5,1980 was $10,658.30.
It is my pleasure to serve you.
Sincerely,
7./1,1-... -!J,/i/../
""j' (I/tt'/~./JL.b (/~ .
,4'"
M . .7 B
arJOrle ass
Estate Administration Department
MB:lam
C.c""r'~' "B"
. ro'. ,', '\ .\.~
.' . ,. - ~.1' _
CCND DANK N A.
MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070
BANK (7171 774-7000 DIRECT
February 23, 1981.
Jane A. M. Laffey
Attorney at La\,
Boiling Springs, PA 17007
Dear Attorney Laffey:
Re: Est. of Henry Maier
In reference to your letter of February 20, 1981,
we have found the follo\'ling information of Henry Maier's
account numbered 077-117361-4:
Balance 11/05/80 $28,511.63.
Accrued interest 99.26
Total value as of 11/5/80 $28,610.89
If we can be of any further assistance do not
hesitate to contact us.
JAB:cj
~.
Bache
Blche HIIIIY StUlrt Shl.ldl Incorporllld
,.,1 Broadwav
New York. N.Y. 10018 (212.221-77001
February 25, 1981
Mrs. Jane A.M. Laffey
Boiling Springs Pennsylvania 17007
Re: Mr. Henry Maier Dec'd
Bache Account Number WY-08516-41
Dear Jane:
In response to your letter of February 21, 1981,
we are pleased to furnish the following information with
regard to your father's above mentioned account.
As of November 5, 1980, the amount of monies in the cash
account was $1,945.33 and the amount of monies in the margin
account was $ 35.48.
Please feel free to contact me if I can be of any
further help.
JW:cf
Since~ely, r
)~J)JJJr-'\JjJv\tJ~.\J)tu"
Julius Wi tte1shoefer ~,
",,".belld 1MdIng~
lEV~51 EX+ .(3.eO)
:OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'*'
(Instructions on Reverse Side)
, :state of
Henrv Haier
l':u:nber ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO. of VALUE VALUE (OFFICIAL USE ONL Y)
Shares
INTANGI3LE PERSONAL PROPE~TY, CC::rrNUED
44 Consolidated Edison Co. (JOO) 22.625 A 6.787.50
~
lj.5 Dart and Kraft, Inc. (100) 42.4:38 4.243.eo
tin the account of Henry Maier at
Eache Halsey Stuart Shields Inc. )
46 Duquesne Light Co. ($2.10 Pref.) t200) 18.000 :3.600.00
47 Duquesne Light Co. (4% Pref.) t200) 14.81:3 2,962.60
lIti Eastman Kodak Co. (40) 70.81:3 2.8:32.52
49 Eastman Kodak Co. (10) 70.81 :3 708.1:3
(in Dividend Reinvestment Account
at Lincoln First Bank. N.A.)
50 General Electric Co. (JOO) 56.56:3 16.968.90
51 General Motors Corp. (100) 51.500 5,150.00
52 The Greyhound Corp. (252) 14.688 :3,701.:38
5:3 Household Finance Corp. (108) 18.000 1.944.00
54 Houston Industries, Inc. (400) 27.1ee 10,875.20
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.)
.
55 Indianapolis Power and Light Co. (100) 19.6ee 1.968.80
56 Inland Steel Co. t100) :31. 250 :3,125.00
57 International Paper Co. t194) 40.:31:3 7,820.72
58 International Paper Co. (45) 40.:31:3 1,814.09
(in Dividend Reinvestment Account at
11anufacturers Hanover Trust Company)
59 International Telephone and Telegraph Co. (200) :31.875 6,:375.00
(in the account 01' Henry :'laier at
Bache Halsey Stuart Shields Inc.)
TOTAL THIS PAGE ~ 60,877.64 ~~~ fl77.~t/'d
...
I ' '
'\ lEV-:451 EX+ (3-80) .
:OMMONWEAL TH OF PENNSYLVANIA
I DEPARTMENT OF REVENUE
'I TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
!
SCHEDULE "B"
PERSONAL PROPERTY
*'
'~i
(Instructions on Reverse Sidel
,
;'Iumber ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO, of VALUE VALUE (OFFICIAL USE ONL YI
Shares
INTA~GIBLE PERSONAL i'ltCPERTY, CC;~TIiiUED
'/'" Oklahoma Gas and Electric CD. (200) 12.625 ~ 2,525.00
"
(in the account of Henry !'laier at
Bache Halsey stuart Shields Inc.)
'/5 Cpe1ika Manufacturing Corp. (266) 11.1:J'15 3, 15tl. 75
76 Orange/Rockland Utilities (100) 12.250 1,225.00
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.)
77 Penn walt Corp. (~1.60 Cum. Pref.) (200) 17.625 3,525.00
'I'd Perkin Elmer Corp. (100) 68.813 6,881.30
(in the account of Henry Baier at
Bache Halsey stuart Shields Inc.)
'19 Pfizer, Inc. (97) 46.000 4,402.00
tlO philadelphia Electric Co. (400) 12.ll13 5,125.20
(in the account of Henry Maier at
~ache Halsey Stuart Shields Inc.)
81 i'ower Test Corp. (559) 17.625 10,381.13
1:J2 PPG lnaustries, Inc. (300) 37.063 11,118.90
ll3 Pennsylvania Power and Light CD. t 100) 17.625 1,762.50
.
tl4 Public Service Electric and Gas Co. (200) 17.563 3,512.60
(in the account,of Henry Maier at
Bache Halsey Stuart Shields Inc.)
ll5 RCA Corp. (~2.12j Pref.) t 121 ) 24.500 2,964.50
ll6 RCA Corp. ($;.65 "ref.) (121 ) 28.500 ),44ll.50
ll7 Rio Grande Industries, Inc. (Common) ( 100) 55.1llll 5,518.80
8ll Rio Grande Industries, Inc. tPreferred) (200) 38.56; 7,712.60
1:J9 SCA Services, Inc. (100 ) 17.003 1 , '/06. 30
tin the account of H:nry ~jaier a~
- .. ' , -
-~ ~- ~J . -.
TOTAL THIS PAGE $75,028.06 7:( &01 ~ rJ l'
--;4b
Henrv 1.!aier
: :state of
\EV~51 EX+ ,c:s.ao)
:OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
~.
.\
(Instructions on Reverse Side)
=state of
Henrv Haier
~lumber ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO. of VALUE VALUE (OFFICIAL USE ONL Yi
Shares
IKTANGI3LE ~~RSONAL PROPERTY, C~~7I~rED
~u The "Shell" Transport and Trading Co.. Ltd. 11. 701 ~ 16,849.44
(Ordinary Shares) (1,440)
Dividend payaoLe 11/13/80 to stockholders
of record 101J1/80 287.91
~1 The "Shell" Transport and Trading Co. I Ltd. (28) 46.750 1.309.00
(N.Y. Shares)
Dividend payable 11/24/eO to stockholders
of record 10/9/80 27.93
:12 Smith Kline Corp. (27) 70.563 1.905.20
, (in the account of Henry ~:aier at
Bache Halsey Stuart Shields Inc.)
~j Southern Pacific Company (100) 44.!i13 4.4til.JO
~* Standard Oil Company of California (210) 90.125 l!i.926.25
:I) Sun Company. Inc. (286) 49.063 14.032.02
~b Tenneco. Inc. (203) 46.250 9,)e!i.75
Y'{ The Timkin Company (200) 65.813 13.102.60
y!i The Toledo Edison Company (10) 16.625 166.25
Dividend payable 10/2!i/eO to stockholders
of record 10/8/80 5.50
.
Y'1 Union Electric Co. (100) 11.625 1,162.50
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.)
100 United States and Foreign Securities Corp. (15) 23.313 349.70
i01 United States and Foreign Securities Corp. (59) 23.313 8.369.37
(in Dividend Reinvestment Account at
Manufacturers Hanover Trust Company)
lu2 United Technologies Corp. (58) 57.625 3.342.25
TOTAL THIS PAGE $93.765.97 jI~ 1~,f: 91_
,40
tEV.4'Sl EX+ (J.aO)
:OMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
*
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Reverse Sidel
ITEM i\u:nber ESTIMATED DEPARTMENT
DESCRIPTION UNIT MARKET VALUATION
NO, of VALUE VALUE (OFFICIAL USE ONL YI
Shares
INTAHGIBL~ PERSOi'lAL PROPERTY. COllTIlIUED
103 United Telecommunications (200 ) 16.938 .j; 3.387.60
(in the account of Henry Kaier at
Bache Halsey stuart Shields Inc.)
104 ~unicipa1 Investment Trust Fund (10) 709.49 7.094.90
7th Ne~l York Series
105 Municipal Investment Trust Fund (20) 658.47 13.169.40
73rd Monthly Payment Series
106 Municipal :nvestment Trust Fund ( 10) 836.25 8,362.50
121 st l':onthly Payment Series
.
TOTAL THIS PAGE $)2,014.40 cf~ fJ/Y. '/IJ
. :state of
Henrv Haier
W ~'rJt;ffrJ,J.I7.4.&
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) ::0
2. Did decedentr within two years of death, transfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ..l.:2- '
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxability of transfer.
4. Did decedent, in hislher lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) :\0
a. Was there any possibility that the property transferred might return to transferor or hislher estate or be subject
to his/her power of disposition? (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 transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) 1':0
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) :'in
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) '~o
8. Did decedent, at any time, transfer property, the bElleficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) !:o
9. If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".)
ijeV.-4'3 "EX. (3.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "D"
BENEFICIARIES
*'
(Instructions on Reverse Side)
Estate of
Henrv Xa tor
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
S""'''\e IT \'.\"" _ ~/" "'n"m""~ ',1\ ~" v". ",_??_IRor; ., ~""~ trust.s:"'-
.trust Co. Carlisle. Pa.
Jane Ann Jolaier La ffev - 30x 'i00 Dauf'hter Yes 2-1 'i_21 Income from t.rusts
Boi.linp.: 5nrings, Pa.
Stenhen Henrv Laffev - Grandson Yes 2_1_46 Remainder \ "t""est
R.D.6, Miller Rd.,Humroelstown,Pa.
Karen Jane Laffey - 30x 500, Granddaup;hter Yes 8-29-47 Remainder interest
Boi1in!!' SoriMS Pat
The above beneficiaries are living at this time except fot the following:
DATE OF DEATH
NAME
REV-4a4 EX..l3'~Ol .
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
*'
(Instructions on Reverse Side)
Estata of
Henrv 11aier
TOTAL PE VALUE OF DEPARTMENT
TEM DESCRI PTlON MARKET \. DECEDENT'S VALUATION
NO. VALUE INTEREST (Official Use Only)
Decedent had no jointly-owned real or
personal pro?erty.
TOTAL THIS PAGE . --2. .A
.Af"v
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 8S 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 of the decedent's interest.
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REV.~18 FO (7..
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
8UREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
.
.
i
.,
1
Ms. Jane A. M. Laffey
Box 500
Boiling Springs, PA 17007
RE: Estate of
County of
File No.
Henry Maier
Cumberland
21-80-0745
Dear Ms. Laffey:
You ore hereby notified that the od ~ina1
appraisement in the estate af Henry Maier
has been filed in the office of the Registet of Wills of Cumberland
County on January 27 , 19 E. Said opprai sement tellects the following valuations:
Real Estate
Personal Property
Jointly Owned
T ransfets
Total
NONE
$606 ,BO' 07
NONE
NONE
$606.802.07
As to such tax that is paid within three months from date of death, 0 five (5%) percent
discount is allowable. As to any tax that remains unpoid after nine (9) months (fifteen months
when deoth occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is chatged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Dote
(J;/.z1hrL
( I
~
Signe
Title
NOTE: This is not a bill.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
ss:
Jane Ann Maier Laffey
being duly
according to law, deposes and says that She is the executrix
01 the Estate 01 _ Henrv Maier
late 01 _So~th .MJ.~g.!.~tP.n._T.owns~!p"__ , Cumberland County, Pa., deceased and that the
within is an inventory made by her ' the said executrix
01 the entire estate 01 said decedent, consisting 01 all the personal property and real estate, except real estate outside
the Commonwealth 01 Ponnsylyania, and that the ligures opposite each item 01 the Inyentory represent it's fair value
es 01 the it,t~ ,::,-~~cede~t's death.
,0. C c' . ,Jt., and subscribed belore me,
{/ '
..(',,/. /
~.LC. f...-';~. l..-L (~. .~-, J'
\.{; .' I J
(A.( ~'(A i'.""
sworn
.,--' t. 19 C' /
/ /'7 -
'>I "/'__i (.' /"
Jane Ann Maier Laffey
ELEANOR A. RICH, Notary PublIC
Harrisburg, Dauphin Co.. Pa.
M~ ~vmmission Expires Sept. 19. 1983
., Boiling Springs. Pa. 17007
Addr."
Date 01 Oeeth
5th
DIY
November
Month
1980
Vur
INSTRUCTIONS
I. An inventory must be Iiled within three months alter appointment 01 personal repre,entatiye.
2. A supplement inventory must be filed within thirty days 01 discovery 01 additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act 011949.
0.
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Stocks Units Value
American Electric Power Co. . Inc. 265 $ 4.521.70
American Electric Power Co., Inc. 120 2.047.56
I (in Dividend Reinvestment Account at
I Morgan Guaranty Trust Company)
i
American Hospital Supply Corp. 300 4,387.50
' ,
I
American Telephone and Telegraph Co. 106 5,313.25
I
I American Telephone and Telegraph Co. 105 5,263.13
(in the account of Henry Maier at
I Bache Halsey Stuart Shields Inc. )
:1
Baltimore Gas and Electric Co. 100 2,118.70
j Bordon, Inc.
, 200 5,325.00
"
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
Brooklyn Union Gas 300 6,262.50
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
Carolina Power and Light Company 1,000 17,250.00
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
CITICORP 120 2,670.00
Cities Service Co. 309 14,040.03
Consolidated Foods Corp. 200 4.812.60
I (in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
I Continental Corp. 518 13, 209.00
I
Continental Mortgage 200 95.00
!
i
I
Consolidated Edison Co. 300 6,787.50
Dart and Kraft, Inc. 100 4,243.80
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
-1-
Stocks, Continued Units Value
Kerr-McGee Corp. 171 $ 14,481. 65
Kerr-McGee Corp. 100 8,468.80
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.. )
Lockheed Corp. 100 3,318.80
Long Island Lighting Co. 392 8,967.00
Long Island Lighting Co. 200 4,575.00
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc,)
MAPCO, Inc. 2 90.38
Martin Marietta Corp. 140 9,388.82
Minnesota Mining and Manufacturing Co. 200 11,850,00
Mobil Corp. 508 38,735.00
Mountain States Telephone Co. 107 2,902.38
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.)
Northern Indiana Public Service Co. 44 506.00
Oklahoma Gas and Electric Co. 200 2,525.00
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc, )
Opelika Manufacturing Corp. 266 3, 158.75
Orange/Rockland Utilities 100 1,225.00
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
Penn walt Corp. 200 3,525.00
Perkin Elmer Corp, 100 6,881. 30
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc,)
-3-
Stocks, Continued Units Value
Pfizer, Inc. 97 $ 4,462.00
Philadelphia Electric Co, 400 5, 125.20
(in the account of Henry Maier at
Bache Halsey Stuart Shields lnc,)
Power Test Corp. 589 10,381. 13
PPG Industries, Inc. 300 11, 118.90
Pennsylvania Power and Light Co. 100 1,762.50
Public Service Electric and Gas Co. 200 3,512.60
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
RCA Corp. ($2.125 Pref. ) 121 2,964.50
RCA Corp. ($3.50 Pref.) 121 3.448.50
Rio Grande Industries, Inc. (Common) 100 5,518.80
Rio Grande Industries, Inc. (Preferred) 200 7,712.60
SCA Services, Inc. 100 1,706.30
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
The "Shell" Transport and Trading Co. , Ltd. 1,440 16,849.44
(Ordinary Shares)
The "Shell" Transport and Trading Co., Ltd. 28 1,309.00
(N. Y. Shares)
Smith Kline Corp. 27 1,905.20
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc.)
Southern Pacific Company 100 4, 481. 30
Standard Oil Company of California 210 18,926.25
Sun Company, Inc. 286 14,032.02
-4-
Stocks. Continued Units Value
Tenneco, Inc. 203 $ 9,388.75
The Timkin Company 200 13,162.60
The Toledo Edison Company 10 166.25
Union Electric Co. 100 1,162.50
(in the account of Henry Maier at
Bache Halsey Stuart Shields Inc. )
United States and Foreign Securities Corp. 15 349.70
United States and Foreign Securities Corp. 359 8,369.37
(in Dividend Reinvestment Account at
Manufacturers Hanover Trust Company)
i United Technologies Corp. 58 3,342.25
, i
I
i United Telcommunications 200 3,387.60
i (in the account of Henry Maier at
,
\ B ache Halsey Stuart Shields Inc. )
i
\
I Municipal Investment Trust Fund 10 7.094.90
I
I 7th New York Series
I
I
I Municipal Investment Trust Fund 20 13, 169.40
\
73rd Monthly Payment Series
Municipal Investment Trust Fund 10 8,362.50
121st Monthly Payment Series
-5-
Units Value
Miscellaneous
Cash on hand
$ 37.81
Jewelry:
G old filled wrist watch
G old filled pocket watch
Gold pocket watch
Gold tie clip
Gold studs
Imitation pearl stick pin
Pearl & gold stick pin
Gold & diamond ring
$ 50.00
no value
250,00
22,50
22.00
no value
35.00
1.900.00 2,279.50
Household furnishings at Laffey residence,
R, D. #2, Boiling Springs. Pa.:
Hi-fi set 50,00
Floor lamp 12,50
Vinyl covered chair 22.50
Sofa 15.00
Sony color TV & stand 95, 00
End table 5.00
200.00
Bank Accounts:
Checking Account No. 032-1-036097
Chase Manhattan Bank, N. A.
Savings Account No. 274-00020
Chase Manhattan Bank, N. A,
Savings Account No. 1-9767079-06
The Bowery Savings Bank
Savings Account No. 077 117 361 4
CCNB Bank, N. A.
1,533.39
1,234.76
11,271. 27
28.511.63
TOTA L ASSETS
$ 588, 126.17
-7-
\lEV.4" €\i' (HOI
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DE BTS
AND DEDUCTIONS
..
-
Estate of Henrv Maier Date of Death 11 Is/EO
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No, 21_~O_,/IIS
Claimant
Soohie V. l,jaior
Relationship to Decedent
',.:ire
Claimant's Address
c 0 Farmers Trust Co. Cne dest Hi,'h Street Carlisle ?a.
013
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
So"hie V.i'iaier c 0 i"ar:~ers Tr.Co Famil Exem")tion $2,000.00
~edster 0 dills Probate and Certificates 108 00
Ann E. Failor "itness Fee 15.00
Loi s V. Banl!O ,iitness Fee 1 .00
Cumberland Co. Law Journal Advertisin' 18.00
The Evenin Sentinel Advertisin 21.50
CCNE Bank Safe Deoosit :lox 9.00
J.E.Caldwell Co. ADDraisa1 oersonalt' 22.00
~D' D. Gottshall Aonraisal nersona1t 20.00
Stearns ,~;lilliams An"raisal "ersonalty 20.00
Inn
Fee for filin inventorv 17.00
Funeral 4 115.00
Funeral 174.90
Funeral meal 54.12
Rel!ister of Wills
E:l.lin" Brothers Funeral Ho,,;e
Geor~es I Flowers
~'ior ks
Gravemarker .00
Pa. Une:noloyment Comoensation Fu d
Gravemarker 40.00
el Income tax insta11ment(1980) 4,000.00
1 15 t:l Incol"e tax installment( 1980) 283.04
_~9gQ_~RBQ~Q_t~KQ&f~&ta~~-Q~-WQRPy-~a'QP-~ijQ.44
_+9gg_~BQQ~e_~a*e&fg&~"~e-e~-MeRPy-~a'ep-+29.39
19cO Personal income taxes 4,119.25
Fourth Quarter 1 eo FICA 107.99
1980 Taxes 263.73
8.
~G---
21
22
23
'do ks
Internal Revenue Service
Pa. Dent. of Revenue
~R~QPRa~-~eVQR~e-~epv~Qe--------
~a~_~e8~._e~_ReveA~8____________
Internal Revenue Service
Internal Revenue Service
I hereby certify that to the best of my knowledge and
expenses and expenses of administration submitted to
OFFICt8 USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
AT
PERCENT,
REGISTEn OF WILLS
QATI::
GENERAL INHERITANCE TAX INFORMATION
,
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed 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 52,000 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
claimed by a parent or parents who are members of the same household as the decedent, The fam i Iy exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
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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.
GENERAL INHERITANCE TAX INFORMATION
(,
Unsatisfied liabilities Incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed 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 82,000 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
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 Intestate Laws,
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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.
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HEV.45!5 E..K+ \J.HOI
CQMMONI'lEALTHOF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of ~"n1"" r',,,; ",. Date of Death 1 1 1<;/~'o
.
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. ? 1 _80_74<;
Claimant
Soohie V. )laier
Relationship to Decedent
','!ife
Claimant's Address
5 Trust Co eno 'i; .st ." '""11 Street Carl isl e ?a 1 01'
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
4
Jane Ann Luffe
Reimburse:nent for: :-';edicine
1 '}'/' l'lte t;:;x na'r.nents
UnreilObul'sed ambulance svc.
4
!.'!illia!Tl :'. Laffe\r
aeimbursement for:
~!edical sUf):)lies
Funeral meal
S 82. U
Eet-Ed final bill
,:ursin, care (Arlene
A~:mraisal eX'1ense
Arlene E:)nle"
4l::S
49
::<eserve for ,.:isce11uneous Sxoenses 0
AdMin. and Closing Costs
Bache ~alse Stuart Shields Inc. ComMission & taxes on sale of
~ "
"
1" 1"
682.38
securities
TOTAL THIS PAGE $ 3,883.19
I hereby certify that to the best of my knowledge and be 'ef the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the tate as dedu tions for Inher" an e Tax purposes,
'i.
OFFICI~~ USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $
AT
PERCENT,
UEGISTER OF \VI LLS
DATE:
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.
GENERAL INHERITANCE TAX INFORMATION
i .
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 82,000 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
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 Intestate Laws.
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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,
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENTOFREVEHUE
BUREAU OF EXAMINATION
APPLICATION TO
TRANSFER SECURITIES
FILE NUMBER:
COUNTY 21-80-745
REYENUE
NOTE: THIS APPLICATIDN MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE COUNTY
IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH.
Name of Decedent:
Henrv Maier
DATE
August 17, 1981
Date of Death:
November 5, 1980
Pa.
Cumberland
(COUNTY)
Address of
Decedent:
Boiling Springs
(CITY I BO~OUaH)
Description of Securities:
300
1. Stocks
a.
(NUMBER OF SHARES)
(STATE)
b.
Common
PPG Industries, Inc.
(NAME OF ISSUING COMPANYI
2. Bonds
a.
(FACE AMOUNT)
c.
(CLASS OF STOCK)
b.
c.
(MATURITY DATE)
The securities are registered as follows:
(INTEREST RATE)
d.
(NAME OF ISSUING COMPANY)
Henry Maier
(NAME OR NAMES IN WHICH CERTIFICATES ARE REGISTERED)
Jane A. M. Laffey, Executrix
i't7;<J 013- /fl//
(DATE) /"
Pa.
(STATEI
Cumberland
CCOUNT~'\
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U
Name of Applicant:
Ad dres& of
Applicant:
Boiling Springs
ICITY. BOROUGH)
U-~. lli (,
. _ rf"
. . .-~
(SIGNATURE)
f.:
L
\
CONSENT TO TRANSFER SECURITIES
I hereby consent to the transfer of the above securities and waive the filing of a certificate certifying to the
payment of the transfer Inheritance Tox.
/~ ~
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(REG~,{ OF WlCCSl
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APPLICATION TO
TRANSFER SECURITIES
COMMONWEAL TH OF PEHNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
~~~,~~~'o
~\
FILE NUMBER:
COUNTY 21-80-745
REVENUE
NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE COUNTY
IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH.
Name of Decedent:
Henry Maier
Date of Death:
November 5. 1980
Address of
Decedent:
Boiling Springs Pa. Cumberland
(CITY I 80~OUGH) (STATE) (COUNTY)
Description of Securities:
1. Stocks a. 100 b. Common
(NUMBER 0 F SHARES) (CLASS OF STOCK)
2. Bonds a. b.
(FACE AMOUNT) (INTEREST RATE)
d.
(NAME OF ISSUING COMPANY)
DATE
August 17. 1981
c.
Pennsylvania Power & Light CO.
(NAME OF ISSUING COMPANY)
c.
(MATURITY DATE)
The securities are registeted as follows:
Henry Maier
INAME OR NAMES IN WHICH CERTIFICATES ARE REGISTERED)
Name of Applicant: Jane A. M. Laffey. Executrix
Ad dress of
Applicant: Boiling Springs Pa. Cumberland
(CITY, BOROUGH) (STATEl (COUNTY)
@,ll~
(SIGNATURE)
CONSENT TO TRANSFER SECURITIES
I hereby consentt~ the transfer of the above securities and waive the filing of a cettilicate certifying to the
payment of the transfer Inheritance Tax.
tZ,//'/ .:(~~ Lf,f/
COATE) /
//
-.
REY-On (\0-'79)
APPLICATION TO
TRANSFER SECURITIES
FILE NUMBER:
COUNTY 21-80-745
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXA"'INA TION
~~~
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~L
REVENUE
NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE COUNTY
IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH.
DATE AUl!ust 17. 1981
Name 01 Decedent:
Henry Maier
Date 01 Death:
November 5. 1980
Address 01
Decedent:
Boiling Springs
(CITY I BO~OUGHl
Pa. Cumberland
(STATE) (COUNTYJ
Description of Securities:
27
Common
c.
Smith Kline Corporation
CNAMEOF ISSUING COMPANY)
b.
1. Stocks
a.
(NUMBER 0 F SHARES)
eeL.ASS OF STOCKJ
2. Bonds a.
b.
(INTEREST RATE)
c:.
(MATURITY DATEJ
'FACE AMOUNT)
d.
!NAME OF ISSUlNG COMPANY)
The securities are regislered as fallows:
Henry Maier
<NAME OR NAMES IN WHICH CER1',F1CATES ARE REGIS1'EREO)
Name 01 Applicant:
Ad dress 01
Applicant:
Jane A. M. Laffey. Executrix
Cumberland
(COUNTY) ; ,"'\
'~t~uJ- G.
I \
'.J
Pa.
(S1'ATEI
Boiling Springs
fCITY, DOROUGH)
-
, IV
t\ . --- GJy.
(SIGN"'1'URE)
CONSENT TO TRANSFER SECURITIES
I hereby consentt" the transler 01 the above securities ond waive the filing of a c:ertificate certifying to the
payment of the transler Inheritance Tax.
tbrd5 /ffl
tDATEt /'
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(~STER OF WICC~
.,
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REV-517 EX" 12.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
FI LE NUMBER:
COUNTY ?1-80-745
APPLICATION TO
TRANSFER fiECUFlITIES
REVENUE
NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WIl.LS FOR THE
COUNTY IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH,
Name of Decedent:
Henrl,r ~'~aier
DATE '\1J~ust ?4, 1GBl
Date of Death:
Address of
Decedent:
~':ovember Ii. FifO
Eoilin~ Sorin~s
(CITY, BOROUGH)
Pa.
tS.\ ATLl
Cumber1 ilna
(CUUNTY)
DESCRIPTION OF SECURITIES:
9'l7'*isrg T ~ ~r* Cg'n~)ln:}
M F I ~Ul GeM N)
1. Stocks a,
200 b, .::? 1 0 "l'efe~r"d
INUMBER 01-" SHARLS) tCLA5~ lJl-' STOCKl
c.
d,
c, 'Ii ~ '" Ai) .--
tDATI.: or DEATH
TOTAL MARKE.T VALue)
(DATI:. 01- IS5UANCli.I
2, Bonds .,
b,
(FACt'- AMOUNT) (INTEREST RATE)
c,
(MATURITY DATE)
~ ~
(NAME OF ISSUING COMPANY) (DATE OF ISSUANCE)
f.
(DATE OF DEA1'H
TOTAL MARKET VALUE)
The securities are registered as follows:
Henry (':uier
(NAME OR NAf'l.1ES IN WHICH CE.RTIFICATES ARE REGISTERED}
Name of Applicant:
Address of
Applicant:
Jane A. X. Laffev. Executrix
Boi Unr; Sorinr;s
(CITY. BOROUGH)
Pa.
(STATE)
Cumberland
"O"""'~ ( p
, " n\j~~1'
i ~ (SlGNATURf.;,1 .
I '
, '
,
CONSENT TO TRANSFER SECURITIES
I hereby consent to the transfer of the above securities anrl waive the filing of a certificate certifying to the
pavment of the transfer Inheritance Tax,
~~J- .;;r G. I qdY(
(DATE)
-kIt C~'
tA". ~.\,\)Ji"
IfEGISTER OF WILLS)
~~
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I !'-'III,;,11I..... .,",.', '. '
~,HVi"i. ,,',,"".."'. '"," COMMONWEALTH OF PENNSYLVANIA
, 4 )No:K',;29680. ' DEPARTMENT OF REVENUE
; ).\ll"('::." OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE ANO ESTATE TAX
I' . ,
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=
i
: 1 ~ RECEIVED
! 1 iI FROM Jane A. M.
I; '1 AODAESS '1'he Cairn
'! '
I,
i I I
I' .--esTATE"INFcjRMATiejN:"------ -- --- -----
OATE OF DEATH
-
TAX AT 6%
TAX AT 15%
TAXAT_%
ESTATE TAX
Boilin
PA
TOTAL TAX CREOIT
.23.156.45
FILE NUMaER
21..80-745
Renr
o
m
LESS DISCOUNT
% INTEREST
TO I
DATE OF PAYMENT
Ju1 31 1981
NAME OF DECEDENT
Maier
PLUS
(FROM
COUNTY
C umber land
TOTAL AMOUNT PAID
$23.156.45
--------------------------------------------
I ' POSTMARK DATE
1 . REMARKS.
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SEAL
RECEIVED BY
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SIGNAT~
"PAID ON ACCOUNT"
REGISTER OF WILLS
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INFORMATION
This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act
of 1961 (72 P.S. section 24B51.
If the tax is paid within three (31 months after the decedent's death, a discount of 5% of the tax paid is allowed.
Inheritance Tax becomes delinqu~ilt mne (9) months after the decedent's death, Interest is charged at the
rate of six (6) percent per annum on the amount of unpaid tax. (See EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2,000,00 is in a delinquent status from 3-3-80. and payment is made
on 5-23-80, the interest is calculated as indicated below:
STEP 1
STEP 2
Multiply the balance of
tax due by the rate of
interest
STEP 3
Add the interest
to the balance of
tax due,
Determine the rate of
interest from the table below,
Interest from 3-03-80 to 5-23-80
Results in:
Balance of tax due
Rate of interest
INTEREST
52,000.00
x .01335
S 26.70
Balance of tax due 52,000.00
Plus Interest to
Date of Payment (+) $ 26.70
TOTAL tax ;nd
interest to Date
of Payment 52,026.70
2 Months =
20 Oays =
Rate of interest =
,010
+ .00335
,01335
---------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 to months ,050
2 months .010 5 months .025 B months .040 t t months ,055
3 months .015 6 months ,030 9 months .045 t 2 months .060
1 day ,00017 11 days .001B6 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 ,00403
5 days ,OOOB5 15 days .00250 25 days ,00420
6 days .00101 16 days .00267 26 days .00437
7 days ,0011B 17 days ,002B4 27 days ,00454
8 days ,00135 1 B days ,00301 28 days ,00471
9 days ,00152 19 days .00318 29 days ,004B8
1 0 days .00169 20 days .00335 30 days ,00500
---------------------------------------------------------------------
Any party in interest, including the Commonwealth and the personal representatIve, not satisfied With the
appraisement and assessment may object within sixty (60) days after receIpt of thIS Notice as provided by
Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P,S. sec. 2485 - 1001).
MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS, AGENT"
OETACH THE TOP PORTION OF THIS FORM ANO SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTiON BOOK FOR ADDRESS.
':-", ,r:
~
"
AGREF}!ENT executed this "- l,l, day of ~l!...u.uk\,
198~ by and between Jane Ann Maier Laffey, Executrix of the Will
of ~enry Maier, Deceased, Jane Ann Maier Laffey, Stephen Henry Laffey,
Karen Jane Laffey, individually, and the Farmers Trust Company,
Carlisle, Pennsylvania, guardian for Sophie V. Maier:
WITNESSETH:
l~EREAS, Henry Maier died on November 5, 1980, having first
made and published his last Will and Testament dated April 28, 1952,
andcthe codicils thereto dated December 5, 1960, January 27, 1970 and
March 15, 1977, in which he named Jane Ann Maier Laffey as Executrix.
A true and correct copy of said will is attached hereto, made part
hereof and marked Exhibit "A"; and
WHEREAS, on November 28, 1980 said Will was duly probated by
the Register of Wills of Cumberland County, Pennsylvania, and Letters
Testamentary granted thereon to Jane Ann Maier Laffey as Executrix;
and
WHEREAS, the Executrix has proceeded with the administration
of said estate and has prepared her First and Final Account and
Schedule of Distribution. A true and correct copy thereof is
attached hereto, made part hereof and marked Exhibit "B"; and
WHEREAS, the parties hereto desire that the Executrix shall
not be required to file said Account with the Orphans' Court of
Cumberland County, and that the net estate of the decedent shall
be distributed without the necessity of filing a formal account.
NOW THEREFORE, the parties hereto intending to be legally
bound hereby, mutually agree as follows:
1. The parties hereto, and each of them, agree and acknow-
ledge that they have fully and carefully examined the First and
Final Account of Jane Ann Maier Laffey, Executrix of the Will of
Henry Maier, Deceased, and Schedule of Distribution relating
thereto, and find them to be true and correct, and acceptable to
the parties hereto and each of them, and further that each of
them has received a copy of this Agreement and of the said Account
and Schedule of Distribution.
2. The parties hereto do hereby release, remise and forever
discharge the Estate of Henry Maier and Jane Ann Maier Laffey,
Executrix, of and from all manner of acts, suits, claims, accounts,
accountings. debts, due and demands whatsoever which they or any
of them or their legal representatives or assigns may at any time
hereafter have, against the Executrix, the said Estate or the
assets thereof, from, for, touching or concerning any of the assets
and property of the said Estate and/or any claim or interest thereto
or therein, and the administration, management, collection, sale or
distribution of any of the said assets and for or on account of any
money, interest, income, assets or proceeds out of the same, from
the time of the death of the said decedent to and including the
date of this Agreement and release.
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PURPOSE OF
NOTICE:
OBJECTIONS:
To fulfill the requirements of Section' 745 (b) of the Inhernance and Estate Tax Act, Act 255 of 1982 (72 Pa. C.S,
Section 1745).
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 booklet. "Instructions for Inheritance Tax Return for a Resident
Oecedent."
--Make check or money order payable to: REGISTER OF WI LLS, AGENT,
A refund of a lax credit, may be reCluested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV- 13131, 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 Ordering
lelephone lines in Harrisburg - 17171 233-3443, In Philadelphia - (2151 351-2065 or in Pittsburgh -
(4121565-3601,
Any party in Interest not satisfied with the assessment of tax as shown on this Notice may Object within
sixty (60) days of receipt of this Notice as follows:
PAYMENT:
REFUNO (CRI:
--by written protest to the Department of Revenue, Board of Appeals, P.O. Box 1874, 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 OR
OR
AOMIN-
ISTRA TIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed 1M 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 booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation
of administrativelv correctable errors.
INTEREST: Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration
of eighteen (18) months from the date of death,
Delinquent Date
5/27/43 to and Including 12/31/81
111182 10 and including 12/31/B2
111/83 10 and inciuding 12/31183
1/1/B4 10 and including 12/31/84
111/85 10 and including 12/31185
1I1/B6 10 and inciud,ng 12/31186
--Taxes that became delinquent on or before
delinQuent balance is paid In full.
--Taxes that became delinQuent on or after January 1, 1982 are subject to a vanable interest rate that changes
each calendar year.
--Interest is calculated as follows:
following rates:
Interest Rate
Daily Interest Factor
Interest is calculated on a daily basis at the
6%
20%
16%
11%
13%
10%
December
31.1981 will mamtain a
,000164
,00054B
.000438
,000301
,000356
,000274
constant interest
rate until the
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes dehnquent 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.
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NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLDS ING LETTER
,,-,. ~...........-
IACN
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IDATE 0.l?.::}.~6
FILE NO, 21 80-0745
COUNTY CJUI.!l.s.!l1.J\llD
UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
CHECKS PAYABLE TO: "REGISTER OF WILLS, AGENT."
202
ESTATE OF MAIER
DATE OF DEATH U-Q~60
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE
HENRY
c/o FARMERS TRUST CO
1 W HIGH ST
CARLISLE PA 17013
PLEASE RETURN THIS \
PORTION TO REGISTER OF I
! WILLS IF PAYMENT DUE
~Amount Remitted to Register of Wills!
~I:!~ ..A!-9~~_~Hl~ !-!f'.!.E. .., .--:_ . _ _R.E:rA~N_ ~<?""'1:13 _P_O.R:r~O_N. F<?13 _Y.O_U.R_ ~I~~S_ - - - - -~- - - . - - - -. - --
REV, 736 EX 103-861 aaNDTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVAIA ESTATE TAX BASED ON FEDERAL CLOSING LETTERa.
ESTATE OF MAIER
HENRY
FILE ND,21 80-0745
ACN 202
DATE 06-16-86
ESTATE TAX DETERMINATION
I
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TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
INTEREST (-I
AMOUNT PAID
TOT AL TAX CREDIT
8ALANCE OF TAX DUE ,
INTEREST
TOTAL DUE
.~
.00
.00
.00
a IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
I IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" I CR I, NO PAYMENT IS REQUIRED)
PURPOSE OF
NOTICE:
PAYMENT:
.'
To fulfill the requirements of Section 1745 lbl of the Inheritance and Estate Ta>: Act, Act 255 at 1982 (72 Pa. C.S,
Section 1745),
Detach the top portion of thIs Notice and submn with your payment to the Register 01 Wills.
--Address Information 1$ listed on page 13
Decedent."
--Make check or money order payable to:
of the booklet. "Instructions tor Inheritance Tax Return for a ReSident
REGISTER OF WILLS, AGENT,
REFUND ICR); A refund of a tax credit. mav be requested by comoletmg an "Application for Refund of Pennsvlvanla
Inheritance and Estate Tax" (Form REV-1313). Applications are ilvallable at the Office of the Register of Wills,
any of the 24 Revenue District Offices. or from the Departmenl's Forms Service Unit 24 hour Forms Ordenng
telephone hnes In Harrisburg - (717) 233-3443. In Phlladelpma - (215) 351-2065 or In PlttstJurgh -
(4121 565-3601.
OBJECTIONS: Any party In interest not salls fled With the assessment of tax as shown on thIS Notice may object Within
Sl)(t\' (60) days of receIpt of thiS Notice as follows:
ADMIN-
ISTRA TIVE
CORRECTIONS:
INTEREST:
by written protest to the Department of Revenue. Board 01 Appeals. P.O. 80x 1874, Harrisburg, PA
bv election to have the maller determIned al tne audit of the account of the personal reDresentatlve
bv appeal to the Orphans' Court.
17 105 OR
OR
Factual errors discovered on thiS assessment should be addressed In WrIltn9 to: PA Department of Revenue. 8ureau
of IndiVidual Taxes, P,O. Box 6327. Harnsburg. PA 17105. ATTN: Post Assessment ReView Unit (717) 787-6505,
See page 3 of the booklet "Instructions for Inheritance Tax Return lor a ReSident Decedent" for an explanation
of adminIstratively correctable errors.
Additional Pennsylvania Estale Tax assessed as a result of a change based on the Feoeral Estate Tax closing
letter becomes delinquent at the expiration of one (1) month from the date the flOal nOllce of the Increase
In Federal Estale Tax IS received.
Interest IS calculated on a dailv baSIS at the
DellOQuent Date
follOWing rates:
Interest Rate
Dally Interest Factor
5127143 to and IncludIng 12131/81
111/82 to and includIng 12131/82
111183 to and IncludIng 12/31/83
111lB4 10 and includong 12/31/84
111185 10 and includIng 12/31/85
, /1186 to and IncludIng 12/31/B6
Taxes that became delinQuent on or before
delinquent balance IS paid In full.
Taxes that became delrnQuent on or aher Januar.,.' 1. 1962 are subject to a vanable mterest rale that changes
each calendar vear,
Interest IS calculated as follows:
6'-
"
20%
16%
11%
13~(l
10%
December
.000164
.000546
.000438
.000301
.000356
.000274
constant Interest
31, 1981 Will m.lIntam a
rate until the
INTEREST = BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
- - Any Notice Issued after the ta). becomes delinQuent WIll reflect an IntereSl calculation to ftfteen (15) days
bevonc lhe date of the assessment. If paymenl 15 made alter the Interest computation date shown on the NOllee,
acclllonal mteresl must be calculated.