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HomeMy WebLinkAbout80-00751 ) ''-'" , - ~.:, '>. I'; >l 0 0 . . () ~ :::: . P:t E5 ~ Eo< ~ ~ ....., sa :,;J l" -..; :xl Q CO, . .... ..N - o ~ - ID 1: LI.l ....< . o Z '<fl. -0 ~ , .t., , >',. " .' l.~ c' '-., (1" " .~ .- .\,.:- "'..-" " ....:-::::,::': ...' ~' -~ ' 00/0 No. 21-80 7~;;1 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of -'1~DREIJ.J ~..... J.1 e~O y . deceased. To Register of Wills lor the County of Cumberland. In the Commonwealth of Pennsylvania. Petltloner(ifols (afet the execut 1'1 x named In the Last Wilt and Testament of f}/JDRf=:u P. j\t1~c.or dated F: bl".....4~~ ,) 1777 Decedent was a citizen of the Un lied Slates and a resident of H /I,.., 1',1//:" I 7Z: J P. Township (Borough), Cumberland County. Commonwealth of pennsylv~n1a. ,j/ Decedent died on '::>h7vftDil'l the I tJ Ii day of Mil Y A.D. 19B-,ln the County of c.&.I.~ ~ ' State of -& . at the age of.& years. Decedent ~(has not) been married and ~ (has not) had children born to him (her) since the ex. ecutlon of the above described Will. i> Decedent was possessed of personal property to the value of ~"tJ, Q " and of real estate to the value of h............ as near as can be ascertained; said real estate situated as follows Therefore. your petllioner(s) respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated December 2, 1980 l, c.:' t"::- ........ l.J~ !, 1;;.'::- 6rc WILl 01- o:;U' 0- u'" .....LU 0:::0:: ~'. O'~ u, !-"18 Ze) <:(-'. :r<i 0..-, "'0: Ow 'co ""4 0:", ~~ ~ Name and address of Petltioner(s) ~ a.~;. ).1'1 Co"~ 2 1:;; ~~ ~' rr. Q. N I c..:l ~ o 50 COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBERLAND I ss E,-s/[ lij~{;,y . named In above application. being duly S'luoR./../ .s..latements set forth in this petition are true to the best of ~ and subscribed before ~cCOrdlng to law say(s) that the 'f Y" knowledge and belief. m:~ec. 2 ()~19~ ~/_{~ _C!. r<A f - 'Register _c~_)y~~ .J.!..I::.L..j;..j:LJl/ /v Filed: December 2, 1980 d- ~ AlIorney c</-~ -75/ //- /t+.o:L ~': . ~~.~"~ r' . t~, C' t~~~: ~;.. u.1.o- 00:_". 60:: L&.IL.:..! 01- 0:'" oa ~w ~o:: .-.' ~.' '~." Eo< Z ! ~ Eo< Cf) 0 ~ 0 Eo< ::;: 0 Z f=.< r<. <>: 0 H .. H ~ H 0 :;;: z < Eo< Cf) <>: H .' . III III 0 Z l'o III . - .. n <( ~ ~ ~ . ;; W , ;, .. . C W C11 . ~ dlr . W ',. Z D :J . . ~ . m ~ Z pill . U J: C i z IJ < -:J :I: U '" ~ .... , , ,'. :'''~ <, 0.. ~~:': .-' .,.,-.. b:~~ "'-' o~.'. , 0, x:;c:-.: r..:::"'- !..:-,~ .-, U N I '" E!3 o <Xl . ~"". , ~-.... .'. oi.., ". ,~. . - . ... ,.;. .: - .. .. LAST WILL AND TESTAMENT OF ANDREW F. McCOY I, ANDREW F. McCOY, of the TOl'lnship of Hampden, County of Cumberland and State of Pennsylvania, being of sound and dis- posing mind, memory.and understanding, do make, publish and de- clare this my Last Will and TestamenL, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can convenien1;ly be done. 2. All the rest, residue and remainder of my estate, of whatso- ever nature and wheresoever situate, real, personal and mixed, I give, devise and bequeath to my wife, Elsie McCoy, absolutely and in fee simple. 3. In the event my wife should predecease me or should die within thirty (30) days from the date of my death, I give, devise and bequeath my entire estate as follows: (a). One-third of my residuary estate to my daughter, J oann Gephart; (b) . One -third of my residuary estate to my daughter, Patricia Ruth Pine; (c). One-sixth of my residuary estate to my grandson, Mark F. McCoy; (d). One-sixth of my residuary estate to my grandson, Keith R. McCoy. -1- ,. .. ...... J. h. I nominate, constitute and appoint; Cumberland County National Bank and Trust Company, to be the guardian of the estate of any legatees who are not of age on the date of my death, and direct that said guardian in its sole discretion shall apply principal as well as interest for the maintenance, education and support of such minor or minors when the same is in their best interest without the necessity of petitioning the Orphans' Court for per- mission to make such expenditures; I direct that said guardian shall take possession of all insurance or annuity contracts on my life to which said minor or minors are entitled and any and all pensions or death benefits from my employer or from any society or organization of which I am a member, said proceeds to be added to the share of each minor under this Will. 5. I nominate, constitute and appoint my wife, Elsie McCoy, to be the Executrix of this my Last Will and Testament, and in the event she should predecease me or for any reason be unwilling or unable to act as such, then I nominate, constitute and appoint my son-in-law, John T. Pine, to be the Executor of this my Last Will and Testament in her place and stead. 6. In the event my vfife predeceases me or dies within thirty (30) days of ffiY death so that my son-in-law, John T. Pine, is appointed as Executor, I direct him to distribute my three clocks among the four above mentioned legatees in kind and as part of the distributive share of said legatee. In the event the legatees cannot agree on the recipient of each clock, I direct the Executor to choose the recipient for each clock by drawing lots. -2- 486 If one or more clock is not wanted by any legatee, I authorize my Executor to sell the same. this IN WITNESS WHEREOF, I have hereunto set my hand and seal -14 - day of February, 1977. ~w- (S"L) Andrew 1'. 1'I<.uuY Signed, sealed, published and declared by the above named Andrew F. McCoy, as and for his Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at the request of said testator, in his presence and in the presence of each other. \ I I \ \ I I 1 I ! i I \ I , J"'.-tr/G ,~,) -)- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA RECORQ\,Q.rn ". Rt.r:':~:~ \ \"~~' Before me, the Registcr for the Probate of Wills and granting of Lctters of AdmW,~[~\ll'tIt1\'a8-d;rJr 'the County of }( CLCUM\3ERL~ll\J C .' Cumberland. pcrsonally came E,(, sriC ClCo t" who, being duly ~. , do '" dcpose and say that as ~. t- r ss: 'eo (IF\, -2 ~<'~, COUNTY OF CUMBERLAND of the last Will and Testament of will wcll and truly administer thc goods and chattels, n hts and credits of said deceased according 10 law. And 5t~ deceased and subscribed before me. also will diligently comply with thc provisions of the law rclating to Transfer Inheritances. ,-):)0 _ _ 2 A.D., 19Fo X Register ..; 0; Ol co; "' ell os Ol ~{ " Ol ~ <1'; u.. ~l 0 }I 'j,..: 0 0: ~. u .!4 -l ',' g tr.l ." l:Q , l:' -l . - N1 r" - ': - .- 0: ~ .. ~ >, E-<: u: ,:. ~ d l~l (l): .- 0; @ 'tl In: ,.. Ol Q 0 r>: "E 0-\: CO <1': Z 0 ~Fl . " - B f 11 N e 'tl ~ ~ os - r:: .~ "' ~ rz.. [il os DECREE Be it remembcrcd that on thc 2nd December ,A.D.,19~, there was probated and recordcd the last Will and Testamcnt of day of Andrew F. McCoy Hampden Town3hip ~~lIUSl[mI!!Kt(l[X~ late of , Cumberland County, Pennsylvania, Elsie Mccoy Deceased. Lettcrs Testamentary wcre granted to Witness my hand and official scal the day and ycar aforesaid. qJ(~t;f- e. #UHJ f fH::'-'a!lIO t::kt 0-1101 COMMONWEAL TIl OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX RETURN FOR I NSOL VENT EST A TES (Instructions on Reverse Sido) COUNTY NO. _..;1./-f().. 'IS/ STATE NO. Estat. 01 nAJDII~.v F. f-( r (0 '( Last addr... ~ MfIlY'-1I11l @~Il~T (STREET) f~. CAMP //'i.L (CITY) (STATEI !7till (ZIPI (..r Exec. () A.dm. Oth.r Name ;;;t.SI'k NCCtI)' Social Security No. .1.60 - ,30 - ID CJ ~ Address ). I'1llrr,q1ll t.uT u 'STRE7'~ ~ _C'ftJotP !.I'LL 0'1'1- /'I." (cITY) IST"'T~1 (ZIPI UndlJr penalties of perjury, I declare that I haw examined this return and (0 the best of my knowledge end belief it is true, correcl and complete. I- :z: w " w U w " Social Securily No. N /if /If- to /6f- /IJ -.3'T'.2t Dot. 01 Death SlgnatuII:! of Fiduciary Date TYPE OF ,SSET DESCRIPTION ESTIMATED MARKer VA.LUE DEPARTMENT VALUATION (OFFICIAL USE ONLV) (((l~ ~ 7l'"()."(/'~J CJ.<ck, - i o:J. /'fJAi Crrr B/<cE 50 03 ",'" <:> ",~ ~ C;}O 00:0 n -10 rrl"" I .)l.? N ..'C) ..,""!1 ,., ; .'''' :J C , :-.; ? ,_:J ., ~ 0- W ~ ~ "" TOTA.L ~ . "0 fI.:LDO, 00 I do hereby certify that the above assets were appraised in accordance with Pennsylvania low. OFFICIAL USE ONLY .~ jI//,(J.'fli, rlil'l'ir,y,/) APPRAISER DATE NAME OF PAYEE NATURE 0 F CLAIM AMOUNT CLAIMED 1'(JI1F1~ $c> ~J...S/F J,1 ceO r Pf:JM (I.r i=:)(t: M;77(44/ ,;J. oo(). tJ(J ~ :z: o ;: u ::> ., w " " :z: < ~ I- oo w " TOT AL :< OCt) . rJ tJ OFFICIAL USE ONLY /J S ,~ (Lt'-r'J. (!..() /1 / o~OUtTlONS ALLOWED -/<;(-.;1.. .:3-2- DATE I~STRUCTIO~S ASSE'TS: TYPE OF ASSET _ Indicate whether the asset is real eslote, personal property, transler or jointly.awned. DESCRIPlIOt-l _ List 011 assets awned snlely by Ihe decedent or owned jointly with another party or parties as tenants in cammon or as joint tenants with right 01 suryiyorship at the time of death. Include the decedent's percentage 01 ownership, tho name (s) and relationship to the decedent 01 the surviying joint owners and the estimated market yalue 01 the decedent's interest as 01 the date 01 death. Include intangible personal property titled in the noma 01 the decedent but payable at death to onather party or parties including but not limited to P.O,D, U.S, Savings Bonds and tentotiye trust accounts. List any property translerred by Ihe decedent within two yeors 01 death for which he/she did not receiye vo1uable and adequate co nsi deration. Describe all real estote located in Pennsylvania by lot and black number, street address, number 01 acres and include a generol description 01 the land and buildings.. Also, include the book and page number in which the deed is recorded and the Cl(oct title as indi coted on the deed. DEBTS 8. DEDUCTIO~S _ Unsatisfied liobilities incurred by ,he decedent prior to his/her death ore deductible against his/her ta.able estate. In additi~n to debts incurred by the decedent, other items are claimable including the cost 01 administration, attomey fees, fiduciary fees, lunerol and burial e<penses including the cost 01 a burial lot, tombstone or graye morker. List the dote on which each debt was incurred and/or paid ond the names of each payee, Proyide a briel explanation of the nature of each debt claimed and the amount being claimed Evidence to support the decedent's or the estate's lia~i1ity for the debts being claimed should be attached to this return . A lomilye.emption may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. II there is no spouse, orll the spouse has larleited his/her rights, then ony child 01 the decedent who is a momberof the same household can claim the e.emption. In the eyent there is no such spouse or child, the e.emption can be claimed by a parent or parents who are mcmben of the some household as the decedent. ... m ,... m "ll :I: o Z m z ? I>- Z 0 ~ 0 a '" m , m ~ '" '" 0 " , . -< . ;; ." ;; . . ;;; ;. .. . , m '" m ;. ~ . . . 0 ." , ~ n a ~ ~ ~ "ll 0 n ?>- m I>- ~ Z I>- 0 0 0 '" 0 m C'I n c: 0 -i ~ ,... m " z '" I>- Z Z ,... z m -I m -i ? z ? ? z ... -< '" m '" 0 '" -I Z 0 0 '" ? -n -n I>- -i 0 Z ~ .. .. . .. > .. ~ -< m I>- '" -< m I>- '" ~ ~ I~FORMAT10t-l PLACE FOR FILI~G _ The return is to be filed in duplicote with the Register 01 Wills 01 the county wherein the decedent resided. TIME FOR FILlt-IG _ The return is due nine months after the decedent's death, unless an e.lensian lor filing has been applied tor and granted by the Secretary of Revenue within the nine-month period. FAILURE TO FILE RETURt-I _ Section 791 of the 1961 Stotute provides that " " .any person who willlully lails to file 0 retum or other report required of him shall be personally liable. . .ta a penolty of 25'; 01 the ta< ultimately laund to be due or 51,000 whicheyer is the less to be recovered oy Ihe Department 01 Revenue os debts 01 like amount are recayerable by low." NOTE: Fees paid to an estote representative; namely, an executor or administrator. far services performed in od. ministering an estate is reportable lor Pennsylvania Income Tax purposes. This taxable income item shoud be reported on form PA.40.lndividuollncome Tax Return. ~lV.518 FO (7.80) ~.., I~~ COMMONWEALTH oF" PENNSVL.VANIA DEPARTMENT OF REVENUE BUREAU Of FIELD OPERATIONS HOTICE OF FILlHG OF APPRAISEMEHT Elsie t1cCoy 2 May Fair Court Camp Hill, PA 17011 \ \ \ \ RE: Estate af Caunty of File Ha. Andrew F. McCov (;l1mhpY'1 ~nn 21_BO_07S1 Dear Ms. McCoy: You ore hereby notified that the insolvent appraisement in the estate of ~nnl""I.1 F M('r.oy has been filed in the office of the Register of Wills of Climb""] ~nd County on Februarv 1 9 , 19 Jll. Said appraisement reflects the following yaluations: Real Estate Personal Property Jointly Owned Transfers Total none ?OO.OO nonp. nnnp ?OO 00 As to such tax that is paid within three months from date of death, 0 fjye (5%) percent discount is allowable. As to any tax that remains unpaid ofter nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when deoth occurred prior to December 22, 1965) fram dole of death, interest at the rate of six (6%) percent per annum is charged. \ \ \ I \ I i ! , I , \ Any party in interest wha is og9rieyed by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritonce and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Signed Jlh";,, rRf,ljlt1'uj) Dote 1<'pnY'l1::1Y'Y 1Q I 1QR1 Chief Appraiser Title NOTE: This is not a bill. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: :.j. /'i-1',-/ DATE .>~/ ''/',./ '~ /~'lF / I.., /.~) Ii '("/o'/f1~''''/ _' ~/,. ( I?- '. I. /..., '7/) / i ., /f' ./~ .-;',,/#rt 1. ;:~,_/{A',- -- ESTATE TO: i., ;/,{ FILE NO. '; r- COUNTY . / '//1/ I //'/ , \ 'I ' //} , / 'lJ;(} . , DATE OF DEATH Appraised Value of Estate: Real Estate $ + .i /}'r} . ,-(I Personal PropertY Jointly Held PropertvlTransfers + $ :.' ,14'; . l~(1 Total Gross Estate Total Approved Deductions .:...' /L~ '--") $ -..----- Clear Value of Estate Less: Approved Charitable Exemptions -- Clear Value of Estate Subject to Tax $~ Amount Taxable @ 6% Rate $ tax due-,r''/ !.,....:.JF i'~f,~.(1'-"t .' .r-...J /'1-; / /. J. .:; ,., ) ~ .-f',~~ Amount Taxable @ '5% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX$~l1'--jfrt~ '!f.::-t ::.:~. '* '* * * '* '* A five percent discount totaling $, will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + s s $ = t = + = Interest accrues 8t the rata of she (61 percent per annum on the unpaid balance of Inheritance Tall; from to date of payment. Interest duo if pDid by ,.....-/ .!jc./' is -'/:i/-:--; /' .;'n/ /t~'-r BALANCE OF PENNSYLVANIA INHERITANCE TAX CUE /,";If;{./Iu ,1. Ii ~-;~'" , ,.~, ) :{iUI:'lli\\_' See Information on Reverse Side ~. INFORMATION To insure proper credit to your account, tho name of tho estate and file number should be clearly print. ed on tho check or money order. This assessment is made in accordance with Section 708 of the Inheriwnce and ESHUC Tax Act of 1961 (72 P,S. 9 2485.7081. To the extent that inheritanco tax is paid within three t3l months alter the death 01 the decedent, a discount of five (51 percent is allowed (72 P.S. 9 2485.7161. Inheritance TalC, other than tax on a future interest, i!:i due al the date of the decedent's death and becomes delinquent at the expiration of nine (91 months after the decedent's death (72 P.S. 9 2485.711). Inheritance Tax on a future interest is payable within three {3} months after the transfer takes effect in possession and enjoyment end 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: -------------------- -- --------- --- ------------- - - -- - - -----.-------- -- - - ----- , month ,005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 e monthS .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 , days .00017 11 days .00186 21 days ,00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 '3 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 .00101 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 10days .00159 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 siJl:ty (60) days aftar receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act 011961 (72 P.S. 9 2485.10011. Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: