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Home My WebLink About80-00760 , ). (. ,~; 1':' .,. "', .,.; ',. ". '.-' ["'1 ';,;/ ~ 1-1 p:; ~ !:-J <r. rT.l p.. f>< . , ... ~ r,~ .. .~ .. [:1 ~ rJ1 rrl 0 H t1 r.;, ~ l-l ~ <1; ~ r.:; :r: [) [) ...-' CI .... CO w- I 0 - roo( ...., ~ . .. '\>'" 0 .:g 1.<'\ Z all r-t " 21.80 ?GU No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of 1\\\' \ \ ,,_1" \-\ ,,\, ." \ , deceased, To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, PeliliDner~ is (<y{l) the execut 1. \ i< named in the Last Will and Testament of \\) ~ \ \1 , II, 1-\" ". ''', , dated ~ .. to \" \'. \ " , :) 5 rH 0 Decedent was a cllizen of the United States and a resident of' (.. (I, :\", Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedentdiedon j.).,.......,'\"",,1(.,, the ~-",,:. day of \\",1,,( A,D,19~,lnthe I County of ('''''' \,,,\rd" ,Stateof PA attheageof Cs years, Decedent has lbas<llQ!l been married andJlsoll. (has..nQ!1 had children born to him (her) since the ex, eculion of the above described Will, h'" ",.\- f ' Decedent was possessed of personal property to the value of II (; (, (-, and of real estate to the value of Ii (; ( "c IV) > as near as can be ascertained; said real estate situated as follows Therefore, your petltioner(s) respectfully apply(les) for the probate of the said Last Will and Testa- ment and for Lellers Testamentary theron, Dated b ~" t;.. L r s- , 1'\ r,C) ~ r. r::. " ~5..: lo.' r.:'('~: ~: ~ ,-... r.....- Cl.. 1/)0 I. . . C, c~': :'!:'CJ f.~:,_~; Lf' ~3 ~ f'..... 01-.. c..,., 2~ C:V~ Lu o~ 0(3 c::J I l.&J ~lLI ~~ "'Wee:: 0:::- a:: CO~ON~ALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j ,,', " / ~ vit ,>-tr,( 7/ / 7 ,.:( <,"-r: .,J"/~ .)V/J'L-///u'_r<-d~ /. ' //1 I-- ;L,! -/-..-/ /7'/11 / / ,/,J.,/-o<-- . " Name and address of Petitloner(s) ss T 'r .. 0 1 C I. HI:\.Jr'JR\ named in above application, being duly statements set forth in this petition are true to the best of ,according to law say(s) that the '-' I> ( knowledge and belief, sworn and subscribed before me, Dec. 5. 19 80 32&_~~jJl , ~//I~ , rf~~ ,~.._,~ t .'.:," tA Filed: December 5. 1980 Jb"t/; eR/-B"tJ -';60 /1-/03-,/ ( \, If \", l. PJ (", 3,- ,H \~ I" ~". 1'1 1-\c<,,,\'Olj, 1" 11\11 Allorney .t _. I,. c:-. G~:~ G:..: IL.", 0"", , nc.; \Li-~~ ' ~.....,~ Ln I -::~.- - ~... - "_L. ~~ ~_J. cip.:. :j !; .,.. ~ ~ I ~ E-i ~ .:-~~~-: .~~.~o. ~~_..:;.!'-~ :'~--' /---.. I . :Ii: lZl ~ :z: .-,., .-- ~ 2 ~ ~ J ~ ~ :5 ~ .. ~ : ~ . m en Z <II ~ ~ ir ~ e m Cl:: c ... -< ~ ::r: C,) .. ~ z .. :; <II ~I~ z ~ III <II .. ~ CI , a: :J III 11I cr a: .. J: ~~...;...."t\. :,.,,,-UI ~',:.'.lji.(P! :'S;;~"''l> .;~. ,"':,f;./ , ~0.qk\~"i . . "J~ -.r.'.':: . ~ ~ .:~~\:f ',,;-'{l; . .,"'~~~~~ \"'.;';-:"~~ ..':;;;l:(J; .....'"~"':' ~ ~~:.:~fi COMMONWEALTH OF PENNSYLVANIA:' ",'>.;~, COUNTY OF CUMBERLAND~;;;:~ I, NELLIE M. HUMMER, t"statr1x, whoslI namll 1s s1~n"d to th" ';.;,,,~~i attachl'td or for"g01ng 1nstrum"nt, hav1ng b""n duly qualU'1ftd:I.!'~~ accord1ng to law, do hflr"by aCknowl"dgll that I s1!"ll'td and flxecutt'ld /i"~; th" lnstrument as my Last Wl11; that I s1gned 1t wl111ngly; and that :c1~,~~ ~x;;~~ed~t as my fre" and voluntary act for the purposes therfl1n :1F~~ .':':;_~:~~l~ .'.'.;&:.Af~'.' "_:~..1'::~' ':~"'€l/ ' 198'O"~"' ( . ,'~~~m~ .: ....'...t~,r. .,,'.:)\il1 -",'1-~ .. 'I~:.:-t~~ "~;;::~~)tl}f ',',-.,'-I!~~.. \T'o\,'Itii: '1'1';1 , <~'~~:;j~ """"<1.0 "i;''.:'';~.~ .....;i.~~ _.\.t:'.l~""1'l iiU$i ,-"im~ r:~k~ ':;0'~~ '~''-'~}'''~/~ ~ ,d~ ~...,.... ~ .'.';"''''1 ":':"'i~ ~~~.'.~.. t::ltm ::~1f~ "~:'~~ .;~~t~~ . , ,;,~~. and "RFrljJiAJ J/ II/;,A)f' , the w1tnessfls lIhose namflS 'Vq'.., are s1gnt'ld to the attacht'ld or foreg01ng 1nstrum"nt, belng duly ::':t~~ qua11fl"d accord1ng to law, do d"pos" and say that lie wer" prflsflnt .'.'\' and saw testatr1x slgn and ex"cute the 1nstrument as her Last W1l1; ';~-' that NELLIE M. HUMMER slgned w1l11ngly and that she exeouted 1t as ,~~ her free and voluntaryaot for th" purposes there1n expressed; that each of us 1n the hear1ng and s1ght of the testatr1x s1gned the testatrlx was at the t1me 18 or morp years of age, of sound m1nd '."fi" and und"r no constra1nt or undue 1nfluenc", :,1{~;'~ .~.. y:.J . SlIorn or affirmed to and subsorl bed to befor" me by -:Ji; J. /J. iIof(.'lIJIJl!/rt. .~:;~-;~ ";~':"i-i~ '~:'.~"~~ '.',:"_.:rf<~~' ;~'t~ :,'-;:~i':~~'( . i'-""~t .<;~ .:'-..I:;:'~!t \~,I."..~ ,. ~".,., .."?:~ . ;~. ~;;:%~~ ACKNOWLEDGMENT Sworn or afflrmed to and acknowledged b"fore me, by NELLIE M, HUMMER, the t"statr1x, thls .J~ '1/-1 de: /j- ,., < .n ay of J?t IlI';I;1dl J 'J" NflLLIO; M: - H~ER )~-<-I "..' /,... -- ,,_. Y' ~~ 0 o~, '.0 NOTARY PUBLIC DORC-'.S Ii. .~iPr.i(.~:l. :~OHR,( PUBliC t..~;~'~~~~;,~;g;~~~~' :i':;::~~~;:"'i;;~ it~:'J;'~J2 fI.,-.1;J:J~r, renns)"I'.':';'J ;'~~.:;~,;:::,i Gi tM.!li.:S AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND WE, 'J;jL Ii, f!(lFOviq!'i , JffiSi'(,: I.{,' K' /ri <;,Atft!/lJI. 5 , i 1t1";'I,; I.; /.((.1 1>'<;(.1)/1/,' 5 "1,.( , lIitnesses, th1s ~, day of , and /.? K j{, r 'h~u'J..A ;j . A. f')c~ r /} .'1~--? +)7" 11/"1 h.," I ( , 1.980, [:0'....,...- ..);.'t' t ...____ __ E....a. _~ """'"-._ __ "E"".>O --.. I d~EV,"eUX'" ' ., ; I:.'>:'" ,'. ' COMMONWEALTH OF PENNSYLVANIA 1 4 -No,Ko00461 DEPARTMENT OF REVENUE ' I : ';". . OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX 1 It... I fl . If II = It ~") ~r \RECEIVED 010..... stewart I FROM .,- C/O Charles B. p.~ri., zaq, - TAX AT 6% TAX AT 15% TAX AT_% ADDRESS ESTATE TAX sard.bul'9, Pa. 17101 TOTAL TAX CREDIT 2,018.34 '--esTATE'lIiFORMATIoN7ii.c -2---1980--- DATE OF DEATH ., DATE OF PAYMENT 21-80-760 rebruary 2, 1981 IIBLLIB M. BtlMMBR ClDlbedand m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I 100.91 FILE NUMBER NAME OF DECEDENT COUNTY TOTAL AMOUNT PAID 1,917.43 ------------------------------------------ 'OSTMARK DATE ,MARKS: -PAm OK ACCOUNT- SEAL RECEIVED BY /> .// , I' I" REGISTER OF WILLS REV.4!i!i (l.SO) COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~ " . ~ ~ \ . . ... . . -'~==~~'.~~Dee elltber~2~1'980 . Estate of NELLIE M. HUMMER Datc of Dcath ~KKOiUfXXIQ{XXJlJI:II WHEN CLAIMING THE FAMll V EXEMPTION, COMPLETE THE FOllOWING: File No, Claimant Relationship to Decedent Claimant's Address NAME OF PAYEE REMARKS AMOUNT 18/X6 Joseph Hummer luncheon after funeral 2, 12/ 3. 12/6 Home funeral services 4. 12/12 Charles E. Petrie Es . leRal services 5. 12/12 Cumberland Cty. Law Journa Estate notice 6, 12/12 Carlisle Hospital medical services 12/12 Eby Granite Works marker 12/12 PP&L electric it 12/12 Hummer E ui ment movin of ersonal 12/12 Uni ted Telephone phone service 12/12 Harrisbur~ Patriot-News Estate notice 12/12 Eby Granite Works markinll: of ll:ravestone 2/1 Jo Cf! M. Stewart Executrix fee TOTAL THIS PAGE $2870.01 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes, SIGNATURE OF ATTORNEY/FIDUCIARY OFFICIAL USE ONLY DATE DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ,JI'? 1d, () I AT /.1/- PERCENT. ;a/ g~o(/-8"3 DATE 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 ShDUld be attached to this schedule, A family exemption of $2,000 may be claimed by a spouse of a decedent who died dDmiciled in Pennsvlvania, 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 tha 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, t'" 'tl Cl ('l > t'1 > ~ z > 0 0 Cl '" Z t::I C) ('l c: t::I ..., ::: z ~ t'1 t'1 ~ Z '" > 9 - 9 z Z t'1 -' t'1 ..., z 9 ..., -< t'1 - 9 '" '" . z 0 '" 0 ..., L. -' ":1 '" .....;.. "'" ,-, 0 ":1 ~ .(..,1. ee, ~"'5 ~ 0 u ,'" .+-,- - ":1 .\\- N ~~~ 0 ":1 '6'.... -' I t.l.. :. , z ('l wI>' c:. 2iti: - .Q~_: >. t;: LoJ t'" 0:::""" 'm .0('; :<:- C:. Ul~ C\:"'- ~"" - l"~ '" co ..:.JU r<l . u 0 Z t'" -. -< -< -< t'1 t'1 ~ > > '" '" \ \ 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, REV...... EXt tWO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Humber 2l-80-076Q Estate Home Nellie_ML-Hummer Dote of Death December 2. 1980 -- Social Security Humber 195.=PJ~B2'j REPORT OF IHHERITAHCE TAX APPRAISER GJ Original o Supplemental o Remainder I, the undersigned duly appointed Inheritance Tox Appraiser in and for tho County of Cumberta~d Penn.ylvonia. do respectfully report thot I hove appraised the reo I ond personal praperty es reported in t e oregoing return al the value. .el forth opposite each Item in the lasl columl).io the righl in Sched~les ,"A", "B", "C", and "E" /, (' / /~_ ,Ii . I " A Dated: AUl(Ust 19. 1981 '>'i'//Hdlf, ,I) ;' .I: l'inV'j i L ,// INHERITANCE TAX APPRAISER IHVEHTORY VALUE AS APPRAISED ADJUSTMENTS (HARRISBURG USE ONLY) Real Property (Schedule A) Perlonal Property (Schedul. B) Jolnt.Held Property (Schedule E) Tran.fer. (Schedule C) s aa+ ,a+ :!ll+ 30+ No e TDTAL GROSS ASSETS 1 h .J.90 .66- leu Debt. and Deduction. (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity 40- ME FACTOR PRIHCIPLE FOR USE OF REGISTER OHL Y Tax on $ CODE 6% 15~a Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Tolal Estole TDTAl. TAX IHTEREST FROM BALANCE TO Leu Credit. DATE OF PAYMENT DISCOUNT INTEREST AMOUNT PAID S + S S . BALANCE S S S IHTEREST FRDM BALANCE DUE TD REMAINDER APPRAISEMENT CODE 92+ 93- VALUE CODE I CDMPUTATION DF TAX S S S S S S $ $ TAX CREDIT = $ = , REV.518 FO (-,.SO) ~~ COMMONWEAL.TH OF PENNSVL.VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Joyce Stewart 350 Boruqmead Avenue Harrisburg, PA 17111 RE: Estate of County of File No. Nellie M. Hummer Cumberland 21-80-0760 Dear Mrs. Stewart: You are hereby notified that the oriltinal appraisement in the estate of Nellie M. Hummer has been filed in the office of the Register of Wills of Cumberland County on AUllUst 19 , 19 Jll.. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Totol None 11,173.16 5.017.50 None 116.190.66 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpoid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Dote AultUSt 19. 1981 Signed " i, . / ! Ii) I 1i.1! 'r), ;,1 ;.' ,1'1/ / 1/',,'( (I," LY /c'J-f; tlJ!,PJL'<---- Title Appraiser NOTE: This is not 0 bill. REV-449 EX.. (3.801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In.lruotlons on Reverse Side) ~ ~~ Eslole of NELLIE M. HUMMER Lost Address 34 ::;:_~_s~_strp.p.t Dote of Dea Ih Dp.cp.mbp.r 2, 195-07-4825 1980 Social Security No. Carl1 s);,p. ',_, (CITY! FA 17013 Burenu File No. .2 I. ;1t? . 0 ?~, t? t~TA TE) (ZIPI County File No, J. Decedent died: ( ) Intestate (without 0 will) ( X ) Testate (leaving 0 lost will --copy attached) 2. 15 the liling of 0 Federol Estete Tax Return required for this estate? 3. (X) Executor/Executrix ( ) Administrotar/ Administratrix Nome JOYCE STEWART Yes_ No x Address 350 Bonnymp.ad Avp.. Harrisbllrll7 FA (CITY) (STATEI 17111 IZIP) 4. All correspondence should be moiled to (X) Attorney ) Fiduciary. S. If on attorney is representing the estate, indicate: Address CHARLES E. PETRIE 3528 Brisban Strp.et Nome Harrisbur~ FA 17111 (CITY) (STATE) (ZIP) List 011 sofe deposit boxes registered in the decedent's individual namel or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right of access by another os agent or deputy. Include the nome and address of the bonk or other institution where the safe deposit box is lacoted, the nome (s) in which the box is registered and the relationship of the joint holders to the decedent. Farmp.rs Trust Co. RELATIONSHIP aF JOINT HOLOERS TO DECEDEt<T NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED ^ SAFE DEPOSIT BOX niece Under penalties of periur" I declare that I have exomined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. / hI kl . / DATE PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 plOvides that the lollewing persons shall prepare and file a return: ' ' a. The personalrepresentciiive of the eslate of the decedent as to prolJerty of the decedenl arlministered by him and such additional property which is or may be subject 10 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 imjJosed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate relurn need be made by the transferee of property included in the return of a personal representati ve, 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills 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 for Ii ling has heen applied for and granted by the Secretary of Revenue within tlle 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 te 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, s~h as father, mother, husband, wife, son, daughter, grandChildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others, 6. PAYMENTOFTAX 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 OEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED, All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the 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 liable for the tax, 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or hoth, ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL Y) 1- Carlisle Savings & Loan checking and $7129.10 savings account --,---,. ,.,,, r.;:"1" 2, Farmers Bank Checking and savings ($)925~ ' .2 tu::;,-\ , ). Clothing and furnishings $ 200,00 4, Blue Cross overpayment $ )8.10 , TOTALTHISPAGE/$11~9;~;8J 11113,\1. l ~. , REVI4~.1 (1-80) COMMONWEALTH OF PENNSVLVANIA , DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (/nstruciions on Reverse Side) Estate of NELLIE M. HUMMER , I *' .sD " ..~,.. --- ......- ..-........---.... .---,_...~-'.....~..... ~~.~ ......... -....,........ .- . .".__. - ....... ,_ ,'M ....,., -." ~.. ~. ..~. .__..,~_..... ."';'.f F~RSTRUSTCOMP~ CARLISLE. PENNSYLVANIA 0.11., ;,,::: ..: . .~~ ...... "'. ..';;.'i~:;';: .... .;,'- ", - ".;" .~~ ,:. ..:" ", ~,::.~ ';;':" :.......1.. ......::.. ,J._ .................... ............................. Date :Decer.lbar 12, 1930 , . . Joyce M. ,Stewa:=t : ..,~: '::,:..;~<;f;~ . ..... -,' .-: ..<....~;.~\i.: .',.,.,~ ,. 150 Ecnmnead Ave. .... ......... .". ,...... ," .-." ."', ," .....-....-.... .1.:.. ~~_"t"Ti..!1b\p....:o. 'Do.t... '711' Re: Estate of :lelUe l~. 11=e::.' December 2, 1980 ..... Date of Death Dear 1/.ra. stp.'.{"art , In answer to your request concerning accounts owned, either separately or jointly, by , the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following information in duplicate, We suggest that you me one of these letters attached to the Pennsylvania. Inven- tory forms (Reel to substantiate the balance you report. Note that we have shown the correct registration for each account, Also, interest accrued to the date of death, if any, is listed as a separate figure, .'- .._..-. ............ ~. Very truly yours" (" ~ < I' , :l. OIl"/) , \ 7'. ',rC'_. ---C~- t.J~\.o-o---'-,,..,,..._...~,J.,.\/',.... .. ~., D::.=e Co:rl"~"llan Special Services ,. _.d. --- . .-.-. . cD# 15919 for $10,000.00 plus int9rest of $35.00 TIe3istersd in the na~es of liellia 11. liUli1I?ar or Sayee .lrt. 3.Ccrued Stewa:rt Balun:::e in ~;l, ;'11.02. ,:'1.. 31)\~'L?;, Ir.. r"..'lne of cS~ckinG ~~cnunt #5-20188, I:alanGc iI~ sn:..:in(;s accoun~ ';ll, '.336 ..h.Jo Interc:3t, .5~. !.i.-;lli.'.;. ;;i1.:7.;.:C:- ,)i.l:". .' -- ---:----:". ---.---- -_._-:.---..........~--'~-_.--.._-----_._----"-----_...---:---..._- ----- .'''. .' . ~ :A of.. . .-'.. -,. -. REV.4U<< l-eOI .COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT l'fLLI E M ESTATE OF _ 1l! SCHEDULE "C" TRANSFERS . H U 1",1'1 E R INSTRUCTIONS: 1. Answer the Questions on reverse side, 2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dales of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property, ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY) TOTAL THIS PAGE 1\lc, ,( ~ ".) {,..-- , , t.i 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",) Jll_ 2. Did decedent, within two years of death, transfer property from himself/ herself~~i1nSelf/herself and another party or parties (including a spouse) in joint ownership? (Auswer "Yes" or "No".) v 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 his/her 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".) ~ a, Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No" ,) III', 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 tlle right to income from the property transferred? (Answer "Yes" or "No".) "'e b, The right to designate the pel\fns who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No" ,) " 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",) N;, 8. Did decedent, at any time, transfer property, the bElleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, o~ ~evoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) N~ 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) !-I'. REv.4li4 EX+ (3.1101 COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY '* (Instructions on Reverse Side) Estate of NELLIE M. HUMMER ITEM , TOTAL p\ VALUE OF DEPARTMENT DESCRIPTION MARKET DECEDENT'S VALUATION NO, VALUE INTEREST (0 lfIelel Use Only) T -- ~ 1, CertificatA of Deposit at FarmArs Trust Company owned jointly with I Joyce M. stewart Account crAated May 11, 1978 a10,OOO. ~ jt,5,OOO. ----~- Interest on account $3S,OC c6s.00 '\ . =---- n,SU \ \ \ I \ \ I I i , , , ! I i , \ \ \ TOTAL THIS PAGE 1/ ., $~,O35'. ~S 1)\'l,SD -' ~0 " ," ... . " ....!~t,.. ~ " _ INSTRUCTIONS FOR COMPLETING SCHEDULe "e" Schedule "e" must include ell propertv, real and personal, owned by the decedent joint1V with anDther perty or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be included, List real estate first. 1. Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property as indicated in the instructions for Schedule "B", Include the name, address and relationship to the decedent of the co.owner (s) and the date the joint ownership was established, 2, Indicate the total market value of the jointly owned property, 3, Indicate the percentage of the decedent's interest, 4. Indicate the market value of the decedent's interest. C ." " 8 ;;. ~ > ..... z' > 0 " ~ " ;:;; Cl --i Z -, t"" () c: v "" .~ t"1 t"1 r: z ?:l > s:> ::: s:> t"" z Z t"1 --i '" --i Z ,",. s:> s:> --i -< tIl '" - L tIl " '- Z 0 on 0 --i c: (:. ~ ~, ~; s:> ." ., ?:l ~ <.;. 0, r. , ~ 0 t: . :n~J ':l ......- 0 or, c.;.: N ~3 - c.}(..- I Z n l.JI':': - 01-- c:. f1:';e:: > u:.;..';; t::' Ot.J.: t"" 0(5 .;.'" c::: Uw --:t: ~cc ~ [':::::) tIl ~ ju t"1 U 0 Z -< -< S; ~ t"1 t"1 > > ?:l ;xl REV-4!i7 EXt t7-eal COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ~.~~ r (n :"O!"~~~~;., .\.,....".~~~~.#..t, GlORIGINAL o SUPPLEMENT AL Estate of Nellie H. Hummer File No. _2l-8J~::Q2fi9_ Coun ty Cumberland Date of Death December ~. lQ80 In .h. .v.n' thaI any lufur. Inf.rest In 'hi. ..fa'. I. t.ansf.rr.d In p......lon a. onl.ym.nl .. callal...1 h.tn .1 the d...d.n' alt.. .h. axptratlan 01 any ..fa'. fa. \II. .. I.. y..n, .h. Cammonw.olth h...by .xpr.uly ro...v.' fh. rlghr ra appral.. and a..... 'ron.f.. Inheritance taxes at the lawful collateral rate on on such future lnterelt. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE None Unreported $ Unreported $ Unreported $ Unreported $ $ None $ 11.l?~.16 $ 5.017 50 $ "nf'~ $ 16,190.66 1. Total Real Property - SCH. "A". . . . .. $ 2. Total Personal Property - SCH. "B". . . . $ 3. Total Jointly Owned Property - SCH. "En $ 4. Total Transfers - SCH. "C". . .'. . . .. $ None 1l.1?~.16 5.0l?50 LIFE ESTATE DANNUITY TOT AL GROSS ASSETS OREMAINDER TOTAL VALUE $ I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. .. . ,., [. l n 1/ ' (' I). , J . I I I , )!r1./1r! \i/I j ~.Z;)1/) f ! ( 08/19/81 APPRAISER DATE RECOROE.'>l":.:'. , Rtr,!~ ' '8\ MIF 2(\ pl:0 I i , \ ; i \ i , l I , , -"""".,,\".' CLEHi\' \ t. r r,:).'" , ~UI.lnrr\' J.") 1.1. '..0 a..... ." 1S ~ ~ ~ ~ .... . , I 4> ~ ~ !:'l .. >- .... b ~ Ii! tQ "" rJ) ... <: ;l , ~ . III ....l 2: .-t f"l r.. -< I ~ .. - , ~ U Z tQ - 0 '"' U '"' - 0 !;: ~ l:.: '"' 0 tI.o ... 0 rJ) 0 Z ci rJ) ~ '" >- ... ci - z ... ~ ... ~ Z Z ....l ci - ci ;:: l:.: Z ~ ~ ~ ....l Z ~ Z Cl ;l U L? Z - ~ '" ~ 8 0 ~ - ~ ~ 0 ....l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* ESTATE ,. '" i' ./11", . l' , , / /)/ DATE COUNTY FILE NO: ,/ I. /' . ,,/ >j . ',' /,,-,i' , , -/~"V TO: /~,., (>. ; .' ~ " /j- ". ,i,/.' ) J , I- ~r FILE NO. - -//., /) COUNTY I , j".- .( j /7 ~.u(C__ .' /. ~ ,(..:"; /(, / ."~ ' -' 'c / rJ ::/l '//// DATE OF DEATH I' '''' .J '/,".,~ ..J F-/J / /1'/(/ Appraised Value of Estate: Real Estate $ ,-,--- ------ + .. ;", //.- Personal Property Jointly Held PropertylTransfers + , /' (. I $ I/), (, '" l/ / .. , $ . " ., , - _.----------- Total Gross Estate Total Approy-ed Deductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ //, ." ..'..; I. I[ -' Amount Taxable @ 6% Rate $ tax due 8 Amount Taxable @ '5% Rate ;;',' .-~, ,) , ' , ,. /.:- /) tax due f .-;.9 /) "I , TOTAL PENNSYLVANIA INHERITANCE TAX DUE 8 /f ,/;/ ~) tJ ... ... ... * * 'It 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 '/ ..? / .,~ - "/"" $ ',,/1'1' """ + - '" ~; $, .', / I - $ = $ /; 1/ -<-/ + = + = Interest on the to date accrues at the rate of six (6) percent per annum unpaid balance of Inheritance Tax from of payment. Interest duc if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $, /./ ,/1 /( ,.-,.'.-"., .',' // j ,'--"" ._'~ '71..tL c.....(--""" :/-..... . , -,' .-.( .. -/ Assessed by: ,.. / // . (I~ See Information on Reverse Side Ag.nt~~r~.com, wtC'II~ ~,,\- ("~,,,,/ ,i_../ ,.) ...,11"-- '/ ,~ 011\;..,;1:.\ INFORMATION To Ir.suro proper credit to your account. tho nomo of tho estate and filo number should be clearly pnnt- ed on tho check or money order. This assessment is made in accordilnca with Section 708 of the Inheritance and E!itato Tax Act of 1961 (72 P.S, !j 2485.708). To the oxtent that inheritance tax is paid within three (3) months of tor the death of the decedent, a discount of five (5) percent is ellowed (72 p,S, !j 2485,716), Inheritance T8X, other than tax on a future interest, is duo at the data of tho decedent's death and becomes delinquent et the expiration of nine (9) months after the decedent's death (72 P,S. !j 2485.7111, Inheritance Tex on e future interest is payable within three (31 months after the transfer takes effect in possession and enjoymenc end is delinquent thereafter (72 P,S. !j 2485,712), Celculate interest from the delinquent date shown on the faco of thiS form to the date of actual payment using the lollowing interest table: ------------ --------- - --------- --- ---- - - ------- - - --- - --- --- ------- -- -- - -- -- 1 month ,005 4 months ,D20 7 months .035 10 months .050 2 months ,010 5 months ,025 B months .040 11 months ,055 3 months ,D15 6 months ,03D 9 months .D45 12 months ,06D 1 days ,00017 11 days ,00186 21 days ,00352 2 days ,00034 12 days ,002D3 22 days ,00369 3 days ,00051 13 days .0022D 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 days ,00085 15 dnys ,00250 25 days ,0042D 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days ' D0284 27 days ,00454 8 days .00135 18 days ,00301 28 days .00471 9 days ,00152 19 days ,00318 29 days .00488 1 D days .00169 20 days ,00335 30 days .00500 -- - -------- --- ------- ------- -- .--- -------- ----------- - - - --------- -----. Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within si,ty (6D) days alter receipt of this Notice as provided by Section 1001 of thalnheritance and Estate Tax Act of 1961 (72 P,S. 9 2485,10011, Make check or money order payable 10: "Register of Wills, Agent" Mail 10 lhe address listed below: