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Home My WebLink About80-00766 .'.., :..;;:'..," .:, ~f;[;\t""'" " ~l~~...c:.:,;... #if0fYX" 'i.[;"":1 .-: .'. '_. i~&" ~.......~'~".,., Ii: ,,' (-.' \, ::,,:t \ " ',' . ", ~-,: '.:';,"- :'~ ", f)' . U] ~ ,', " m ','::. ".;'. . ~ ',,- I I u ~ fil . . ~ fil til ~ c.tJ I ~ t.,O t~ III '~ - '(IOl 0 ';; ..,~ ~ '." ." " ... III . ... 0 '" Z LLI - .____ __ __ __ m _ __ __ ______ -a. W\RlV:.'USZEX;;~'},<" :';'u,',' ' - ,- . ~I'&~:ft!~:(~~;?~'.f;:>"'" . ,COMMONWEALTH OF PENNSYLVANIA 4 'r.,o.1K~:!29403;;:i,::,. " ',', . DEPARTMENT OF REVENUE " 'f~~\;":>':i' :;::OFFICIALRECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX ~ " II a u ~ RECEIVED { FROM ,. TAX AT 6% TAX AT 15% WIl. .. loenbar er TAX AT_% ADDRESS _lC 1287 ESTATE TAX TOTAL TAX CREDIT $276.63 Harr18buzog. PA 17108 '--ESTATEiNFORMAT~N7-------------------------- DATE OF DEATH .oveJlbu 25 1980 21-80-766 LESS DISCOUNT PLUS % INTEREST (FROM TO_I FILE NUMBER DATE OF PAYMENT April 3. 1981 Belen I. loenber98r m m TOTAL AMOUNT PAID U76.63 NAME OF DECEDENT CWlbar land COUNTY \----------------------------------------- ?OSTMARK DATE REMARKS, "'AID XM PULL" RECEIVED BY SEAL t REGISTER OF WILLS -------- -----_. '.~--- - -- - -- -- .. -.. : JltRE.V:.1\02IX>,'::"I::,~.'7':, ',,'; ....:, . .' " " . i ~~.#li\i\;~ttj~i:::";;'1:'i:':~ ",: COMMONWEALTH OF PENNSYLVANIA ' : 4"o:'K,j~~294-31-'::, ",",,', DEPARTMENT OF REVENUE , , , : ' i ~'Ijf""",,{,. OFFICIAL RECmFT o "NNSY'VANIA INHERITANCE AN. ESTATE TAX I ~ a ~ ''''''1 - TAX AT 6% 1f1111- I. leenbuger RECEIVED .onald D. Illtler:, I.... FROM -.. TAX AT 15% TAXAT_% i , .. o. !lOx 430 Barr bbUl'g, 'A 17108 '--esTATEmFoRMATioNi:-------------------------- DATE OF DEATH lIovelllbor 25 1980 ESTATE TAX ADDRESS $31.51 TOTAL TAX CREDIT 21-80-766 LESS DISCOUNT FILE NUMBER , Belen I. leenbarqer PLUS % INTEREST (FROM TO_' DATE OF PAYMENT G G TOTAL AMOUNT PAID $31.51 NAME OF DECEDENT COUNTY C ulllber land ------------------------------------------ .. " POSTMARK DATE REMARKS: J , J I-z,a/ "'AID :or I'ULL" RECEIVED BY SEAL t REGISTER OF WILLS -----.-----------.----.--.--- <'> 0:5 C')~ ",:0 C:'" 0 3:", "'"' ai, C')<'> ~ _0 ~o "''''' .-'" --<0 :.--" !'"..M 20'" I ::,..,0 oR: \0 0,,::' ". ,-'1 <~ . ._.-'1 .:.=:/'J " T.=-=) C, ~ , g '., ':l " . <1l "'- O'M '" c= <=> '" III <1l Z"'''' <1l :> c= ::><-<0 t !! ....... 0 '" <-<"'..... 8~ z ~ 0 o .. ..... ... \il",!;ij . " " ~ '" 0 '" lil " . ~ . " 5 . :t: .....:t:..... O!( . . ,. 0 0 ..... '" "'-<- . " Z'" . " .... " 0 "'~'" . u ..:1;; 0 = " .... c= 0 U HO..... z 0 . 0 "U '" '" '" ~ 12 z 0 0 ~ <5 0 ~ '" '" ffi~ w . ....U- "'-O~ . w '" . ... III <-< . 0'-< . . :> 0 z . """ c= '" "'- ~M ..-l< = ill o c= <1l '" '" I-< z ~ U<1l'" ~ ZZ'" :J " ..... p. 00'" w ~ . .. ... ... .. HHE-< z ;I: ","0 '" '" <-<<-<< . ....,.0 "'- ffi .....UE-< 8 E-<"'''' c= " 0 Z U "''''''' .....u Z ..... '" '" - , \ ( I .1 . 1 ~f'~ :"~-. ~~:;';::':S'.:~.:7t....:t ~..--:.~'~i::'::~ ..~:..~ '.':: -- -.... ~ .. " " busiuess or in a profession or for similar purposes. Any income not dis tributed shall be added to principal. (b) In exercising its discretion to distribute income and principal, the Trustee is authorized to make distributions in such proportions as it shall deem advisable in its absolute discretion, regardless of whether any distribution shall be equal to any other distribution, or whether all of such income and/or principal is distributed to 'one or more of the bene- . .... ficiaries and none to others. '" ..','.. (c) ,At such time as my youngest child attains the age . .~'. of twenty~one (21) years, the trust shall terminate and the Trustee shall distribute the then remaining principal to my children, equally, share and share alike. (d) If one or more of my children predeceases me or dies prior to the age of distribution, his or her share shall be distributed to his or her issue, if any, equally, share and share alike, or if none, to my surviving child. In the event that all of my children predecease me or if they'and , I die as a result of a common disaster or under such circum- stances that it is difficult or impossible to determine who died first, or if I am survived by a child or children and \ I i I I I I all of said children subsequently die prior to the termina- tion of this trust without children surviving, I give, devise and bequeath the then remaining balance of the trust estate as follows: (i)' Fifty (50%) percent thereof shall be distri- buted to my mother-in-law, }~BEL ECENBARGER, outright ~ ,->, m...J tV J.~, -2- -. --.. .... . .-.-----... , , , .' '....; .,.,.:..-t. .,.,.',. .. .' .' .' ,. .... and not in trust. if she is then surviving. or if not. to my sister-in-1m., KATIII HcCLURE. (ii) The remaining fifty (50%) percent thereof shall continue in trust for my mother. J\ljNA LOUISE EUKER. The Trustee shall pay over to or apply for the benefit of my mother. so ouch of the income and prin- cipal as it. in its sole discretion. deems necessary for "'" '.' ~. the, proper support, maintenance and welfare of ~y mother. "'-' .... . ..~'.'. ::<\\f:', -/~~;, ..:..:;f....... Any income not distributed shall be added to principal. " , , Upon the death of my mother. this trust shall continue for the benefit of my father, GEORGE C. 'EUKER. and the . . , '.' <r!7 '~~:.'.. Trustee shall pay to or expend and apply for the benefit -:<". of my father. so much of the income and principal as, it, 0.':'-::. . in its sole discretion, deems necessary for the proper support, maintenance and welfare of my father. Upon the death of my father, or upon the death of my mother if he predeceases her. said Trustee shall distribute the then remaining trust balance to my brothers and sisters then surviving, equally. share and share alike. (e) No part of the income or principal of the property held under this trust shall be subject to attachment, levy or seizure by any creditor, spouse. assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual re- ceipt thereof. The Trustee shall pay over the net income and the principal to the parties herein designated, as their in- ' terests may appear, without regard to any attempted anticipa- tion, pledging or assignment by any beneficiary under a Trust. and without regard to any claim thereto or attempted levy, attachment, seizure or other process ag,linst said beneficiary. Jii.A" ~. ~O-.<-t.uJ~ -3- P___..__40__' ',--' _ ....._._____.__ '__4__ _.._.,_____4.' .._ _ ____ .__0___-_0'_- . .-.. ~ , . .... powers: . -." I.' .' ~ " ":.~.~~>.~' .' .' '. .' ITEH l" The Trustee shall possess, among others, the following (a) To vary or to retain investments, when deemed desirable by the Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or securities or in such other property, real or personal, as the Trustee shall deem wise, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (b) To sell, either at public or private sale and upon such " , terms and conditions as the Trustee may deem advantageous to the, '.' Trust, any or all real or personal estate or' interests therein owned by the Trust severally or in conjunction with other persons.' :\: and to consummate' said sale or sales by sufficient deeds' or other instruments to, the purchaser or purcha'sers, conveying a fee simple title. free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any ,and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Trustee in this paragraph or elsewhere in this instrument. (c) To mortgage real estate, and to make leases of real estate extending beyond the terms of the Trust hereunder. (d) To borrow money from any party, including the Trustee. to pay indebtedness of the Trust, and taxes, and to assign and pledge assets of the Trust therefor. ;iJ~ ~ ?&.J ft-< ?~ ,(/ -4- -.-"7i-, , II .. .' " .' . t'.. , . (e) To pay all costs, taxes, expenses and charges in connection with the administratIon of the Trust, including a reasonable compensation tu agents. (f) In the discretion of the Trustee, to unite with other Olmers of similar property in carrying out any plans for the reorganization of any corporation or company whose securities ' form a part of the Trust. (g) To vote any shares of stock which form a part of the Trust. (h) To assign to and hold in the Trust an undivided portion ":' : .:;-~~..' . :'.:.';': . ,....... .~.~~.~ . ..,;.<....... . ~.' .; . '. . .....:..~:.:..: ',:;N;~:' . ~. : ;." of any asset. '.. ';.' (i) To do all other acts in its judgment deemed necessary . . . '.;: ... ... ~ .-. . or desirable for the proper and advantageous management, invest-' 'I; :.'f ,ment and distribution of the Trust. \ :,.,',,', 1 I. I , i , I i I i i ! i I I \ I i i , i I , , I ":;:.. . (j) To provide financial assistance to the Guardians of the person of my minor children if their home is of insufficient size to properly house said minor children. , ITEM 5. Hhenever and as often as any beneficiary hereunder ,to' whom payments of income or principal are herein directed to be made shall be under legal disability, or in the sole judgment of my Trustee shall other\~ise be unable to apply such payments to her own, or his own, best advantage, the Trustee may make all 'or any portion of such payments in anyone or more of the following ways: (a~ Directly to such beneficiary. (b) To the legal guardian or conservator of such beneficiary. ~-~ Le ;7~cu.~ "J -5- : . . ,f, __ ow _~._._., .. ._...._.____ ",---:- "-;-'-7~.~-~'----~---"::: ..__..-....~-_. "..". -..... -'" .. '. , ..' -.',' -. . .' ~~~..... ,', , ' , , , . .. ',." . '-~~-"7':~---=+' -. -_.:-.~..: :.:~:: ~.:~,;::_.:.~~::.~..;;~~~<~::~~ -~-- i& ,. .' .' . . , , " (c) 'fo a relative of such beneficiary, to be expended by such relative for the benefit' of such beneficiary. (d) By itself expending same for the benefit of such beneficiary. ITE11 6. If I predecease my husband, WILLI~I E. ECENBARGER, custody of the children shall be with him. In the event that he predeceases me, then KENNETH and KATHI McCLURE shall be Guardians of the person of my minor children and shall have custody, care and control of them. ITEM 7. I hereby nominate, constitute and appoint my husband, WILLIAM ,E. ECENBARGER, ,to be the Executor of my Estate. In the event that he is unable'or unwilling to serve in this capacity, my eldest child being under the age of twenty- one (21) years, I then nominate, constitute and appoint GEORGE C. EUKER, JR, to be Executor of my Estate. .' .,., one' (21) years or older, I then nominate, constitute and appoint said child or ',' ", children'to be Executor or Co-Executors of my Estate. ',' My Executors and Trustee are specifically relieved from the duty or obligation of filing any bond or bonds. IN liITNESS WHEREOF, I have set my hand and seal to this my Last Hill and Testament this 3/ .r.L:r day of -YH "--j , A.D., 1979. Mt, '?1&JtLACIv.. Helen E. Ecenbarger G / (SEAL) WITNESS: t]t!/TI ,;',JJ{ dt/.J residing at -A1i4 !:1(J-(!.,UA:2.1 da~A~) 4 /f::'/ / r' ~/ /l?? IJ;!/{ ./!t,4f?! ~. ./ '0 11 ~, /J" at /.A1.2 ul,(.j,C/JC.<.,.<.J ,kJ;y.J / tJ -.. <, JJ1 r r' A ,'/" / (' ,- ,htfl ~~A.-- ... I' )1)/,.".,,: (l f /d' ;lv-t /. rJ: residing -6- -- _. .-.." - ---------_.~._--.._--- . ~ .. .- ., :'" :',' .r. .,' Form No. RCC-62 (6-10) RHIS FORM REQUIRED IN Al.l. ESTATES WITH GROSS ASSESTS UNDER '10.000. UNDER SECTION 701 OF ACT OF JUNE 18, 1981. EFFECTIVE JANUARY 1. 1982. (FILE IN DUPLICATE WITH copy OF WILL ATTACHED) ,* OFFICE OF'THE REGI~TER OF WILLS '. County 01 Cwnberland William E. Ecenbarger (Namol 01 Box 418. Red lIi11 Road, Dauphin. PA (Addrou) being duly sworn according to law. deposes and says that he is the Executor (EllCC, Adm. Legalott, Elcl whoso lasl residence was 903 Councrv Club Road (No I (Slrocll 01 the eslale 01 HC!lC!n E. EcC!nbarger Nov. 25. 1980 (Datel Camp Hill Borough , I (City. Borough or Town~h'P) consisted 0 : deceased, and that the whole of the estate of said decedent. who died REAL PROPERTY ,/ REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES, ADDRESSES AND RelATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None .. , , : Personal Property Intercapital Liquid Asset Fund No. 008509132 at Dean Witter Reynolds, $ 7,538.62 Inc. in the name of Helen E. Ecenbarger, Account No. 41020130 with a balance as of December 1, 1980, including interest to that date NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage h.:llder and indicate clearly amounts of principal and interest iil the decedent's account at' the' date of death and the type of account, account number and the exact name or names in" ',' which the account is re i ' , .,-: All jointly held property owned jointl~ with ,husband, William E. Ecenbarge Transfe..s within TWO YEARS Prior to Death None That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as 3s;::ent or dpputy. with the ex('eption of the fnnowing:- -~ NAME AND ADDRF.sS OF BANK OR OTHER tNSTITUTJON IN WHICH DECEDENT RENTED ^ SAFE DEPOSIT BOX THIS SA.'E Ol-:rOSIT BOX RENTEO IN NAMf. OR NAMt:S or RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who hay an interest. vested, conting~nt or otherwise, in estate.) P,ELA TIONSHIP (IC step-children or illegitimate children are involved, set forth this fact,) St:RVIVED ' AGE OF LIFE DECEDENT TENANTS OR STATE YES ANNUITANTS OR NO AT DEATH OF DECEDENT INTEREST OF BENEFICIARY IN ESTATE William E. Ecenbar er Box 418, Red Hill Road Dauphin, PA Husband y s Sole beneficia~ ....,..... .\J.:..~,;~ ,...."".{."'. ..'.;. J.o.~.....1... . ~.~~....",..-i~._._,~.' RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED . , , , l\"ATunt OF SAME . . . DEBT OR CLAIM AMOUNT THIS 'COLUMN "EGISTERONLY Myers-Hall Funeral Home, Inc. Funeral expenses paid S 2.543 00 S Family exemption (will not be allowed unless decedent died residing with n spouse or chiluren.) Register of Wills Administration Expenses. 10 00 Butler and Cohen Counsel fees. 375 00 Fiduciary commission. OTHER DEBTS AND CLAIMS CO) See Note below .' '" ," " \ \ I Total 2,838 0 NOTE' List first five items in the apaces so provided observe notations thereon and instructions Note: The estatt> agrees to ad..'ise the Register of Wills if the amount actuall~' paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. . -, "I, .:., \ 1 "', ,,' " "I', Su\;.scyibed and swol'h.tb,be{ore me this.......... .. ... . ...... . \,'" ...., I' .... if?" \/. .. I,.:. / ... .'..... . 'I ':..... 'j December 80 ,,, 'j' J';6~"" .;..... ..:,d~Ti4'" r;~[I"'" 19.,.. ... ,I!~)(. .~~.~,. '~~~i~~YJ~~~~~'''''''''' ....... ." '\:~j'="" ., : id~ilu-hffc" , ..' \..:.:.:.,.,...... Dauphin, PA My 'to~is's~6t~f~~: u APr:~~~ l~~~~__=_~====_~=:"'" (Ciiv .~; T~';'~ '~~d'si~ie)" ..... ....... "1. '.\ \ .,' HavinR' b~;~ duly'~worn accordmg to law. I do hel'~by certify that thl' abo\-'€' apPl'aisement is made in conformity with Jaw on this .................................. day of............. ........... .......... ............f 19..... 4:?~.....e..d! .:!.~... . . (E%ecuto~~~ ........................................... .................. ApprAinr In the event that any future int~l'est in this t'state is tl ansfel'1'l'd in pos~\.'ssion or enjoymt'nt to collatenl heirs of the decedent a(tel' the expiration of any estate fol' life 01' fOI" >'e3Is, the Commonwealth hereby exprrssly reserves the right to appraise and assess lranafer inheri- tance taxes at the lawful collatel'al rate on an>' such future intelest. - -----~ ------ ----. REPORT OF THF: REGISTER OF WILLS I. the undersigned duly ~lected Rel{isler of Wills in and for.. ,..... . . ... .... ., ... ... .. .... ..... County, Penmsylvania. do resp~ctful1y report that I ha"'e allo.....ed debts and deductions in the amounts claimed h)o' deponent, except as to th~lsl! items where a greater or lesser amount IS set forth in the last column to tht! r1ght. in said sch.:dule above, which grt'nter or lesser amount represents the sum allowed 3S a deduction. vat.ed: ............,................................ ..... ............ "R'rg'i;t~~~i wiil;................ ... Form No. RCC-82 (0.70) RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER '10.000, UNDER SECTION 70\ OF ACT OF JUNE 1B, . 1901, EFFECTIVE JANUARY 1, 1ge2.IFILE IN DUPLICATE WITH COPY OF WILL ATTACHED) I:J.. -7 -10 '* OFFICE OF"rHE REGISTER OF WIL.LS County 01 Cumberland William E. Ecenbar~er (Name) of Box 418. Red Hill Road. Dauphin, PA (AddreasJ being duly sworn according to law, deposes and says that he is the Executor (Exec. Adm ,leoaloo, Etc) altheeslafe01 Helen E. Ecenbarger whose lasl rosldonco was 903 Countrv Club Road (No) (Slreell Camp Hill Borough {City. Borouoh or Townshlpl consisted of: deceased, and that the whole of the estate of said decedent. who died Nov. 25. 1980 (Dalel REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS Real Estate Estimated Value None Personal Property Intercapital Liquid Asset Fund No. 008509132 at Dean Witter Reynolds, $ 7,538.62 J.t Inc. in the name of Helen E. Ecenbarger, Account No. 41020130 with a balance as of December 1, 1980, including interest to that date NOTE: You may expedite the processing of this return by filing with It, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and Indicate clearly amounts of principal and interest In the decedent's account at the date of death and the type of account, account number and the exact name or names In which the account is registered. . RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED . NOTE' Lilt first fiye items in the spaces 10 provided observe notations thereon and instruction. 0 0 DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ",EGISTER ONLY Myers-Hall Funeral Home, Inc. Funeral expenses paid S 2.543 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Register of Wills Administration Expense. . 10 00 Butler and Cohen Counsel fees. 375 00 Fiduciary commission. OTHER DEBTS AND CLAIMS (.) See Note below Total ^ M~ 0 , :l8'. H> ..2' Note: The cstate agrees to advise the Register of Wills if the amount actuallj' paid in settlement of any fee, commission or debt is greater 01' less than the estimated amount claimed and allowed. SUbscl'ibed and sworn tobelore me thIS.",...,..",...,... ,. ~~,..,.e..~. .......d........ ..,.. .'"7'~l...''' '" ,.,,,'''8:E;;;'~H HHH' ....... ,~. 4aRlub'&c~'" ."". ". ,D~~~~i~:. ~~St~~~t. ~~~.b",r:...........,...... My Commission..M!~e!l_=--~ril 7 ,-1:9Jl~___ _ u__ ___" _ (Cily or Town and Stole) *----_._- --------~-~-'----- '-- -------.-------- Having been duly sworn accord,"~ to law, 1 do hereby ,.........",.,.".,...,.,.".,'" day of""""",., certify that thf~ abo\'f' appraisement is made in conformity with Jaw on this .. ......... .. ... ......... 19..... .........,................................. . . . . . ;:p'p~~i~;r' . . . . In the event that any future intf!l'est in this ,,'state IS tl'ansfened in possession 01" enjoyment to collateral heirs of the decedent after the expil'ation of any estate for life or for years, the Commonwealth hereb~' f'xpl'es51~' reserves the right to appraise and assess transfer inheri~ tance taxes at the lawful collatel'al rate on an~' suC'h future intc\cst. ~~--- ------- REPORT OF THJi REG1~TE~JOF \~ILLS I, the undersigned duly elected Register of Wills in and for. . (ftt?1"'~t1f.4~., . ..... County, Pennsylvania, do resp~ct(ully report that J have allowed debts and deductions III the amounts claimed b~' deponent, except as to those items where a greater or lesser amount ili set forth~' he last column to th: right in said schedule above, which greater or less~r a ount represents the s~lIowed. ~s ~ deduction. Llated; ... . . ~.~fj,.../.tt.I....,...... ... , . ,'tVW:/./!.....~.....,.....,.. J tI Register of Wills E-< Z ] Ii r.1 :l'1 ..J >< r.1 ..:.QI < CIl ~'l:\ CIl - "':Q ~: - < ~: .. < ~ ,,: '<l 'S ~ ~ r.. ",. o. <= .. ~ ~ 0 z. \-I. l\l '" ~ ~. o. ~ >. '" < " r.1 u. "'. \-I < :c :c Ol '" .. r.1 .. !;;; ~: ~. ] c Q c .; ! := .. ~. &: z 0 ~ ~. ...... Z E-< z: :>::: u < - r.1 ... r.. ~. ~~ 0 E-< ~ 0 ,..:l. .c ~ :!!. ~. .. ~ :>::: u. .. 0 N QI '" ~ r.1 u ... ~ r.1 u ~ 0 C ~ . ... 0 11 0 ~ ~ = :l'1 oS C 'N " ~ j 0 0 (.) (.) 0,) . . .. '0 W '" .. .0 <1l " .0 .... <:: t) ..: ~ w 0... ~ ~ 0 ~ w .. '0 ..., .... ~ ~ I:l ~ <:: .... :>- :>- w " 'M .... 0 :I: .. I:l <:: t) w '" w ~ .0 => .... M S W 0 " ~ ~ ,..l :I: t) t) ~ < ~ - U Z - 0 ~ ~ - 0 ~ ~ ~ ci ~ ... 0 '" 0 z ci '" ci - ~ '" :>- ... ci z ci ... ~ ... ~ z z ::3 - ~ ~ :<: I:l z ;:;: z Cl u ~ ~ ~ ~ '" ~ 0 0 Z ~ U Q ::l REV..US EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUPPLEMENTAL SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~ .' , : '" '" . Estate of Helen E. Ecenbargcr Date of Death 11-25-80 File No._ ~ 1- ?D-!/ t..f:, WHEN CLAIMING fHE FAMILY EXEMPTION. COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Address at time of Decedent's Death ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1 Register of Wills Filing fees 11. 00 2 Cheryl L. Smith Notary fee 2.00 3 Butler and Cohen Supplemental legal fee 150.00 ',. - ,,- TOTALI $ 163,00 --- 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 deducti or ~itance Tax purposes. ~ I SIGNATURE OF FIDUCIARY OFFICIAL USE ONLY 1/2 DO DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ b,) ---- AT ~9o , % TAX RATE '}., J - '-> . --/ ~. " '1) (~,/.j L . ,:/~ (/ I ~,~./ ( {/ REGISTER O.PWILLS ..;/:-,f'-fi DATE GENERAL INHERITANCE TAX INFORMATION Unsatislied liabilities incurred by the decedent prior to his/her death arc deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, ather items are claimable including the cast 01 administratian, attorney Ices, liduciary Ices, luneral and burial expenses including the cost 01 a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate o.e subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is Hied. Evidence to support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by 0 spouse 01 0 decedent who died domiciled in Pennsylvania. II there is nO spouse, or if the spouse has lorfeited his/her rights, then any child 01 the decedent who is 0 member 01 the some household con claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by a parent ar parents wha ore members a/the same household as the decedent, The lamily exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate LawS, NOTE: Compensation paid ta an estate representative; namely, on executor or administrator, lor services perlormed in administering on estate is reportable lor Pennsylvania Income Tax purposes. This taxable income item should be reported on lorm PA.40.lndividuol Income Tax Return. - '<l " n 6 t:1 " ~ , - " 0 0 '" " Z Cl n c:: " ..., z 3: z l:'" t:1 t:1 :;>:: Z '" ~ 0 - S' l:'" Z Z t:1 ..., t:1 Z S' S' ..., -< '" t:1 - Z 0 '" 0 ~ S' 'TI 'TI '" ~, n ~ --' ~ ~ 0 , ,-- - f_, 't:l 0 C/l a: ,', n ::t: Z c:: .' 0)1,-, ::t: '" '<l " r~ .... ..... '<l N ..... '" l:'" -.," N ..... " ~ ~.. . W'" ~ :);~ '" 01." Ow '<l Z 0::<1> ..., ~$ ;l> >-l 0- '" ~ (.)0.::> .....w r.:::s 0 I ",,"" ~ ~'-' '" ~ u g. -< -< ^'J " t:1 t:1 ll'- " " " It' '" '" '" " \ ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. \I the lomily exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "Iamily 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 01 each payee. 5, Provide a briel explanation in the ren,arks calumn lor each debt claimed, 6. Enter the amount 01 each debt being claimed. 7, The lorm must be signed by the person who has assumed the responsibility lor paying the debts, IF ADDITIONAL SPACE IS NECESSARY USE 8W' x 11" SHEETS, -- Date Name of Peveo Naturo ot Debt Amount Funeral expenses paid Family Cl(cmption (will not be allomd unl(>'is decedent died residing with a parent, spouse or chlldren.1 Adminiwation Expenses Counsel Fees Fiduciarv Commission IOther OOb15 and Claimsl Total Under penalties of perjury, I decline that I have examined this return, and 10 the best of my knowledge and belief. it ;s true, correct and complete. ffLL-r- e ~(A /' l/9/'l1 Signature of Fiduciary () Oat I I do hereby certify that I have appraised the assets contained herein in conformity with Pennsylvania law. ~ Z 0 Date w Appraiser en In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiriltion of any ::l oJ estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance laxes at the lawful collateral <( role on any such futllre interest. U u: u. 2 Debts and deductions are allowed in the sum 01 S at percent. Regisler of Wills Date DEBTS AND DEDUCTIONS BENEFICIARIES BENEFICIARIES AND ADDRESSES (Stltl full nllmes Ind .ddttmn of all who hive an interest .ither 'lusted, contingent or other interest) RELATIONSHIP TO DECEDENT SURVIVED DECEDENT STATE YES OR NO AGE OF-LlF TENANTS OR ANNUITANTS AT DEATH OF DECEDENT Sole benef William E. Ecenbar2er Box 418 Red Hill Road Dau hin PA i I n I C -0 Cl )> m )> :; )> Cl 0 Cl ~ Cl Z Cl C ,.. m n z Cl ~ * ~ ~~ ,.. m 7< ::c 11. ~. m -i m Z -i -< en m ~ ~. en 0 0 ." ::c ." ; n g= 0 0 ~ Z ." ..... ." cT ~ en n CD c:: 'i 'd ;; ..... '" 'd .. (~.. ~ I ,-. 0 I.: -< -< c '-, a (_c. ... '" m en i~'- ~. '(..:. " m )> m l!... ~C-, CD )> ::c 1':: N ..:...-. ::s ::c 0 N ~j cT E: 2 CJ'-". III .. '.oJ'. 'i ~ cr' :z ~C1:: ..... """ "';"'ll,l \0 a: v> -., CD 00 oE .....(0 ut., ~:~ 'i 0 l;ta: - ;.sj=>> :P -'u u INFORMATION PLACE FOR fl LING _ The return is to be filed in duplicate with the Register of Wills of the county wherein tho decedent resided. TIME FOR FI LING _ The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine.month period. 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." REV..>7 (1.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT '* Estate cf Helen E. Ecenbarger File No. 21-80-0766 CountY Cumberland Date of Death 11-25-80 In thl "Vlnt that any utur,lnt.lst In thl, Istlte I, tran erred In poaelllon or en Dyment to co latlral he no the eel Int I tllr t · IXP rat on o' any estate for IIf. or for years, the Commonw.,lth hereby l.prllSly roservM tho right to appraise and nASI tram1e, Inherlt,ncl lnes at thelewful colllter81 rltl on .ny luch futurelntereat. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1, TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3. TOTAL TRANSFERS - SCHEDULE "C" . . , . 4, TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" none 688,09 none none TOTAL REPORTED PROPERTY 688.09 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY none TOTAL GROSS ASSETS 688,09 LIFE ESTATE OR ANNUITY CALCULATION 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, ,fit' I IPI' I) 1 VI! ,I, (I}"I VI APPRAISER 3-16-81 DATE r.. "C OJ '" r.. .0 III ::> ~ ~ ~ .0 ..... ~ c t) cC OJ '" Z I<l ~ 0 til r.. "C 0 >- ...., ..... ~ I<l c n I<l ::> 'M n rJ> 0 ;J:: r.. ;:l c t) OJ ...:I OJ ~ ..... M !a '" ~ <( OJ 0 ::> ~ '" - ;J:: t) t) ~ U Z ~ - 0 10< 1<0 - 0 ~ 0 ..... 1<0 t>. t; 0 '" 0 Z 0 I<l '" >- !-o 0 - ga Z Z ~ !-o I<l Z ...:I 0 ~ 0 ~ :<: I<l I<l ...:I Z Z !-o Q u ~ z - ~ rJ> ~ 8 0 - a= I<l Q "" ...:I cD :0"" - ",'" ",n _0 ::;; ","" ....0 ,,,,1"1 N .:J9 tv -,0 .1'...., -I.~ .-:~ ='':n t.~:m .~~~ ..... OS 0.... '" " 0 "' tlI <<:;;:1~ tlI :> " .. l!l Ql..... 0 . o .0: Z u u ..... >-.... < <." ~ .0: <<1<<: Ul .. u u .... :l 0 tl 1'<<<1 .<<1 ~~ . . u 0 . ~ ..... " 0 ~<<IH z 0 o:lU <~e;j . 0 0 ~ l"l cH u ~ g ~ .... U- E-< "'H . u " "' . ZZOU . .. ::> 0 z :l"tl " ", <<: ffiO<<:::> ....l< . ~ .. o " tlI <<<I~ u i:!l . Ql " " .. 1'<"'= z '<::QlO f;l "'HE-< .. .....c! iii ::>1>1 " ~ . UlE-<~ 0 Z ~ UlO HU Z H H l"l " . . .... III 0-'< " III III III ;> " Ol.... 0 .-I ~'r-4 p..~Sl <= " ;> o Ol-'< ~p..c::> o ..... U ;>d' .... ::l .... <= 0 o ::l U o .... U- ... III ::l '" <= o <= III U III .c ...."" Ol ... ... .cOlO .....g ,Sa o Z ., 00 ~ :o~ "'n Po ~,;; Vi'" ....0 -- I"M N ,[JO . :-..l ~)O ."." .-'" -1:- "~n .:m ,,0 "." . '" N o g;~~ ~z 0'" z....'" 0"''''''' HU<Cc::l ","''''0 HUlUlU !;1.,:"'", p..", '" :;J~~~ ... "'.... ZZOU "'0":::0 :.:....p..c::> "'... .... ,...l::O"'~ p.."':I: p......... ::0": ",...1>-< <110 .... c::> ~ :r: 8~ I- 0< ~~ i:i .,,:0 ~~ I- ;:I ~ :z; ~ '" :I: I>-< o '" \;: ... "' '" c::> '" '" ..: '" U '" c::> . .,: '" ~ '" z '" U '" ~ Z .... . u u . . . a z o u u . ~ ~ ~ u . . o 0 z ~ S ~ d . u " ~ II. :J ; ~ . !! :: ~ :z 0 < ~ :l . II; o . . a " ..' .0 , , IN RE: ESTATE OF HELEN E, ) In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 7v~. n'ff,,,,,,; lerio ECENBARGER, DECEASED ) SUPPLmlENTAL DECREE AND NOW, this ;: 'Z- ~Of r- ,1981, upon con- sideration of the annexed Supplemental Petition, and pursuant to provisions of Section 3102 of the Probate, Estate and Fiduciaries Code as amended, the following supplemental property of the Estate of Helen E. Ecenbarger, deceased: Checking account at Dauphin Deposit Bank and Trust Company, Account No. 30-26-4502 $ 466.92 Savings Account No. 480144 at Harris Savings Association being an escrow account for security deposit from tenant of property owned by petitioner and decedent as tenants by the entireties 210,00 $ 676.92 TOTAL is ordered to be distributed and is awarded as follows: Register of Wills - Filing fees Cheryl L. Smith - Notary fee Register of Wills - Inheritance tax Butler and Cohen - Supplemental legal fee William E. Ecenbarger - Escrow account William E. Ecenbarger $ 11.00 2,00 18.24 150.00 210,00 285,68 $ 676.92 TOTAL Ecenbarger, petitioner, is authorized to receive, collect and distribute the Payment and distribution are accordingly so decreed, and William E. property as hereinabove set forth, and to make any and all necessary assignments and transfers. BY THE COURT: ~ ./ , P.J. "U'" 1''1' ,99 · g u.\ v, 1.1'._ -! IN RE: ESTATE OF HELEN E. ) In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division ECENBARGER, DECEASED ) No, SUPPLEMENTAL PETITION FOR DISTRIBUTION UNDER SECTION 3102 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE TO THE HONORABLE DALE F, SHUGHART, PRESIDENT JUDGE OF SAID COURT: The Petition of William E. Ecenbarger respectfully represents that: 1. Pursuant to a Petition for Distribution under Section 3102 of the Probate, Estates and Fiduciaries Code, an Order was entered on December 9, 1980 for the payment and distribution of the property of the Estate of Helen E. Ecenbarger, deceased. A copy of the Petition and Decree is attached hereto as Exhibit "A" and made a part hereof. 2. Subsequent to December 9, 1980, your petitioner discovered addi- tional assets of the estate and bank accounts at Dauphin Deposit Bank and Trust Company and at Harris Savings Association. 3. A supplemental itemized statement of the property of the decedent is as follows: Checking account at Dauphin Deposit Bank and Trust Company, Account No. 30-26-4502 $ 466.92 Savings Account No. 480144 at Harris Savings Association be1.ng an escrow account for security deposit from tenant of property owned by petitioner and decedent as tenants by the entireties 210.00 TOTAL $ 676.92 BGiL .to / -1- v~,j 4. The supplemental list of all unpaid claimants from whom petitioner has notice or knowledge is as follows: Register of Wills - Filing fees Cheryl L. Smith - Notary fee Register of Wills - Inheritance tax Butler and Cohen - Supplemental legal fee William E. Ecenbarger - Escrow account $ 11.00 2.00 18.24 150.00 210.00 $ 391. 24 TOTAL The above claims are admitted. 5. A supplemental schedule of assets and deductions for inheritance tax purposes has been filed with the Register of Wills. WHEREFORE, petitioner prays your Honorable Court for an Order directing the distribution of the aforesaid property to the persons so entitled. r 6GO.. ...01' ,,,,' . ,., vv.!j -2- '. " " IN ItE: ~:51'ATI': OF HELEN E. ) In the Court of ComlJon Plcl<!s of CUr.1bcrland County, Pl:nnsylvanla Orphan::; I Court Di"-,ision ECEl/BARGER, DECEhSED ) No. PETITION FOR DISTRIBUTION UNDER SECTION 3102 OF 'tHE PROBATE, ESTATES ANn FIDUCL\RIES COllE TO THE HONORABLE DALE F. SHUGHART, PRESIDENT JUDGE QI,' SAID COURT: .' The Petition of Hilliam E. Ecenbarger respectfully represents that:.., " . 1. Helen E'. Ecenbarger died November 25, 1980 a resident of the Borough of Camp Hill, Cumberland County, Pennsylvania. .' .... 2. Petitioner resides at Box 418, Red Hill Road, Dauphin, Pennsylvania:,' " is the surviving spouse of the decedent, Helen E. Ecenbarger, and ~as temporarily separated from the decedent and not part of her household at the date of her death. 3. Petitioner and decedent \Jere married on November 28, 1964 by Father: Vincent Smith. 4. Decedent died testate. No Letters have been granted or applied for. 5. The sole beneficiary under the Last Will and Testamc"t of Helen E. Ecenbarger is the petitioner, William E. Ecenbarger. 6. Petitioner is sole beneficiary under the Last Hill and Testamant of decedent, but he is not making any claim to the family exemption since he was not residing with de~edent at the time of her death. 7. /In itemized statement of the property of the decedent is as follows: -1- .' " . . ~,.' , Intercnpital Liquid Asset Fund No. 008509132 at, Dean Hitter Reynolds, Inc. in the name of lIelen E. Ecenbllrgcr, Account No. 111020130 uith a balance as of llecember 1, 1980, includ- ing interest to that date $ 7,538.62 8. No disbursements have been made prior to th" filing of this Petition: 9. The names of all unpaid claimants of ~hom petitioner has notice or knowledge are as follows: Myers-Hall Funeral Home, Inc. Butler and Cohen - Legal fee for represen- 'tation of Estate of Helen E. Ecenbarger Register of l~ills - Filing fees Cheryl L. Smith - Notary fees " , TOTAL The above claims are admitted. $ 2,453.00 375.00 8.00 2.00 . . " ,.' , " $ 2,838.00 ", .. . , 10. A schedule of assets and deductions for inheritance tax purposes has been filed Hith the Register of Inus. 11. Proper notice of the presentation of this Petition has been given to each person so entitled. WHEREFORE, petitioner prays your Honorable Court for an Order directing the distribution of the aforesaid prqperty to the persons so entitled. .z ,9; ;<<.L InUiam E. c?t? / Ecenbarger, Petitio e -2- .... CmlHO~'1,E:AL'fll OF l'EN:>l5'lLVANIA ) 55. COUNTY OF DAUPllIN ) Personally appeared before me, the undersigned officer, a Notary Public in and for said County and Commonwealth, WILLIAN E. ECENBARGER, l<ho, .~.;: being duly sworn according to law, deposes and says that the facts set forth ..;. " in, the foregoing Petition are true and correct to the best of his knowledge,. information and belief. . . ,,' .... .' '. ','&'d ~',~ Hilliam E. Ecenbarger . ?J " " ." .',. " 5WO&~ to and subscribed before me this '~ ..:::...,.......:..... ' . ,~'~oaY'6f . De<jE!'llber , 1980. ..' \ . " ,! '''. '. " I, ...~. -"...'!" I. lJ'. .,,,, ...' ,'. l : I;.. : '. ) ~ 0 ~ 0 (., (g~~~' : ./J", :... ., '.; , ' , tary Public '. '. "(' ('.', ' '" n ..... . ;r; ..Cq.~i~;'i~.n ~-.J,- ~ fy;r $I ..... . , .'.': . , ' .. . " ~ . INFORMATION To insure proper credit to your account. the namo of tho estate and file numbor should be clearly print. ed on the check or money order. This assessment is made in accordance with Section 708 of tho Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485.708), To the extent that inheritance tax is paid within threo 13) months after the doath of the decedent. a discount of five (51 percent is allowed (72 P,S, ~ 2485.7161, Inheritance Tax, other than lax on B future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nine {91 months after tho decedent's death (72 P.S. g 2485.711). Inheritance Tax on a future interest is payable within three (31 months after the transfer takes effect in possession and enjoyment and is delinquent thereaft'er (72 P.S. ~ 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ --------- ---------- --- ---- --------- - - --- - --- -------- -- -- - - - -- -- 1 month .005 4 months ,020 7 months .035 10 months .050 2 months .010 5 months ,025 8 months .040 11 months ,055 3 months .015 6 months .030 9 months .045 12 months .060 1 days ,00017 11 days .00186 21 days .00352 2 days .00034 12 days ,00203 22 days .00369 3 days .00051 13 days .00220 23 days ,00386 4 days .00068 14 days ,00237 24 days .00403 5 days ,00085 15 days ,00250 25 days .00420 6 days .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 10 days .00169 20 days ,00335 30 days .00500 - - - -- - ----- --- ------- -- - - - - - - - --- -- - - - --- - - - ---,-- -- - - - - --------- ------ Any party in interest. including the Commonwealth and the personal representative. not satisfied with the assessment may object therelo within sixty (60) days after receipt of this NOlice as provided by Seclion 1001 of the Inheritance and Estate rax Act of 1961 (72 P,S, ~ 2485.1oo1), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INFORMATION To insure proper credil 10 your account, the nome of the estate and file number should he clearly print- ed on the check or money order. This assessment is mado in occordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2485.708), To the extent that inheritance tax is paid within three 13) months slter the death of the decedent, a discount of five 15) percent is allowed (72 P,S, ~ 2485.7161, InhoritanOe Tax. other thsn tax on a future interest, is due at the dale of tha decedent's death and become. delinquent at the expiration of nino (9) monthS aller the decedent's death (72 P,S, ~ 2485.7111, Inheritance Tax on 0 future interest is payable within three (3) months after the transfer takes effect in possassion and enjeyment and is delinquent theraafter (72 P,S, ~ 2485.712), Calculate interest from the delinquent date shown on the face of this form to the date 01 actual paymant using tho following interest table: --------------------- --------- - -- - ---- --------- - - --- - --- -------- -- -- -- - ---- , month ,005 4 months .020 7 months ,035 10 months .050 2 months ,010 5 months ,025 8 months ,040 " months .055 3 months ,015 6 months ,030 9 months .045 12 months .060 1 deys .00017 I I days ,00186 21 days .00352 2 days ,00034 12 days ,00203 22 days .00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days ,00068 14 days .00237 24 days ,00403 5 days .00085 15 days ,00250 25 days .00420 6 days .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 10 days .00169 20 days ,00335 30 days .00500 -- ------------------- --- ---- - - .-- .-- -- --- ------ ---- - - -- --------- -----. Any party in interest, including the Commonwealth and the personal representative, not satislied with the assessment may obiect thereto within sixty (601 days after receipt 01 this Notice as provided by Section 1001 of the Inheritance and Estato Tax Act 011961 In P,S S 2485.10011, Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INFORMATION To insure proper credit to your account. the name of the estate end file numbar should be clearly print. ed on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P,S. !i 2485.708), To the extent that inheritance tax is paid within thrae (31 monthS after the deeth 01 tha decedent. e discount of five (51 percent is allowad (72 P,S, !i 2485.7 I 5), Inhoritanco Tax. other than tax on a future inlOrest. is due at tho date of the decedent's deeth end becomes dalinquent at the expiration of nino (9) monthS after the decedent's doath (72 P,S. !i 2485.7111. Inheritance Tax on a future interest is payabie within three (3) months alter tho transler takas effect in possession and enjoyment and is delinquent therealter (72 P.S, !i 2485.712), Calculate interest from tho delinquent date shown on tho face of this form to the date of actual paymant using the following intorest tabla: ------------ --------- ---------- --- ------------- - - --- ---- ---------- -- -- - ---- I month .005 4 months .020 7 months .035 10 monthS .050 2 months .010 5 monthS, .025 B months .040 I I months .055 3 months ,015 6 monthS .030 9 months .045 12 months .060 I days .00017 I I days .00186 2 I days ,00352 2 days .00034 12 days ,00203 22 days .00369 3 days .00051 13 days ,00220 23 days .00386 4 pays '.00068 14 days ,00237 24 days .00403 5 days .00085 I 5 days ,00250 25 days .00420 6 days .00101 16 days ,0026/ 26 days .00437 7 days .0011 8 17 days ,00284 27 days .00454 8 days .00135 '8 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days ,00335 30 days .00500 -- --- - -------- ------- -- - - - -- -- --- -- - - - --- - - - ------- - - - - --------- -- - --' Any party in interest. including the Commonwealth and the personal representativa. not satisfied with the assessment may object thereto within sixty (601 days alter receipt 01 this Notice as providad by Section 1001 of the Inheritance and Estate Tax Act 011961 (72 P.S,!i 2485.1001), Make check or money order payable 10: "Register of Wills. Agent" Mail to the address listed below: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION *' DATE t;,:G _. 111_ .J 9 9'1 ESTATE -~G&J V: [ 0~ J~o ',' fi FILE NO, -7 I po '? ~ G COUNTY L I I~. A J,j. J.....8. Ck DATE OF DEATH 11(1\1 ;;',,-- I 9 ro , COUNTY FILE NO: d. J :r- 0 - '7 1& t!.' TO:l^~ ;~~H' ?:, F C,r: ,- (18'J<-(f"L/ ~~J5.t;:Fr )"71 ,,~ Appraised Value of Estate: Real Estate $ + ~ Personal Property + Jointly Held PropertylTransfers $ Total Gross Estate Total Approved Deductions $ Clear Value of Estate Less: Approved Charitable Exemptions $ Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate $ tax due $ tax due Amount Taxable @ 15% Rate TOTAL PENNSYLVANIA INHERITANCE TAX DUE G 3./ r;- I * * * * * * 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 I,L ) \t. ? / G + G $ = G 3/ .5/ + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE S Seo Information on Reverse Side - INFORMATION To insure proper credit to your Account. the name 01 the estate and hie number sheuld be clearly print. ed on the check or money order. This assessment is made in accordance with Section 709 01 the Inheritance and Estate Tax Act of 1961 (72 P,S, 9 2465-7091, To the extent that inheritance tax is paid within three (3) menths after the deAth of the decedent. a discount el five (5) percent is allowed 172 P,S, 9 2495.716), Inhoritance Tax. other than tax on a luture interest. is due at the date of the decedent's death end becomes delinquent at the expiration of nine (9) months alter the decedent's death (72 P.S, 9 2495-711), Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P,S, 9 2495-712), Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following Interest table: --------------- ----- -- --------- --- ---- ------ --- - - --- - --- ---------- -- -- - -- -- 1 month .005 4 months ,020 7 months ,035 10 menths .050 2 months .010 5 months ,025 8 months ,040 11 months .055 3 months ,015 6 months .030 9 months .045 '2 months .060 1 days ,00017 11 days ,00196 21 days ,00352 2 days ,00034 12 days ,00203 22 days .00369 3 days ,00051 13 days ,00220 23 days .00396 4 days .00069 14 days ,00237 24 days .00403 5 days ,00095 15 days ,00250 25 days ,00420 6 days ,00101 16 days ,00267 26 days .00437 7 days .00119 17 days ,00294 27 days .00454 9 days ,00135 19 days ,00301 29 days .00471 9 days .00152 19 days .00319 29 days .00499 10 days ,00169 20 days ,00335 30 days .00500 -- ------------ ------- ------- ----- ---- --------------- --- --------------. Any party in interest. including the Commenwealth and the personal representative. not satisfied with the assessment may obiect thereto within sixty (60) days alter receipt of th,S Notice as previded by Sectien 1001 of the Inheritance and Estate Tax Act 01 19G1 (72 p,S, 9 2495-1001), Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: