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HomeMy WebLinkAbout80-00767 " '~J "-"", , , ,". ~':':. '.,-'- : , ~;\/:: " jli;',,:',' ~f~1;( ;~,..:,~: ,:<< "':', ,.... ,'.::,-,. l2'i 0 tIJ ~ ~ c:; p., 0 ~ ,.J H cr. H ... :r. l2'i i e,l t! ... ~ ,;.. '" ~ 0 r- \".. o CO I - N o fit - CO - 4ft LLI . o Z ....., , . "::~' ... "'.~ ..0 .... 21.80 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY 7G? In the Estate of c.dw,~ t:r.-,,,,(',, ~'<1,,<:.')'^ , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. (' , Petltloner(s) Is (are) the execut 0(' named In the Last Will and Testament of C.dw'n ff'll\<:15 \,v,,,.,,,, dated () h~JJ..d- :" \'1,1 Decedent was a citizen of the United States and a resident of (o",p \-IILl.. Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent d'::d on \,.J{'d "'~"') the I)..~ day of Se ~""I,d A.D. 19~, In the County of ClJ.....I:l,~Il\V\a ,Stateof Po., at the age of (f)d- years. Decedent hflo!r (has not) been married and A8e (has nol) had children born to him (her) since the ex- ecution of the above described Will. 1: Decedent was possessed of personal property to the value of (/oM -jW."" \0 om and of real estate to the value of '1\6 \rCliuJl.. as near as can be ascertained; said real estate situated as follows Therefore, your petltloner(s) respectfully apply(les) for the probate of the said Last Will and Testa- ment and for Letters Testamentary Iheron. Dated _~ 'bX\M Name and address of Pelllloner(s) \-"" ~~ I" 1", E'i-Ie..." ,,, ., .. , ~ /22- :;.:1/Z-'51 / r;; J N},. /:.;,'. II. .fer , /7CJ// COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j :Ill"" f \,S/1l\rol.>..... ss named In above application, being duly ",^",rV\ statements set forth in this pellllon are true to the best of according to law say(s) that the "i, knowledge and belief. sworn and subscribed before me December 8, -32ft~~.. 193~ fd- [1ft~ ~7% Filed: December 9, 1980 Attorney ~~~(..to~ .~ [Xl ~)c ~~io ~ \~l-'-") ~o. \\\o"?, ':<h1'l)" '1" 7 / / -/{.,S -;;J.., , I . I j \ \ \ I I I I ii \ 'i l~ ~ ,~ LAST WILL AND TESTAMENT OJ' EDIHN FRANCIS HANSON I, EDWlll FRANCIS HANSON, a domiciliary of the State of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST IHLL AND TESTANENT. I hereby I i. I i I I revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS I am married to JANE JI!ANNETTE HANSON ("my Wife"). We have two children, JOHN EDWIN HANSON and ROY ALLAN lU\NSON. References in this Will to "my Children" include these two children and any other lawful children born to or adopted by me. The following definitions obtain in any use of the terms in this Will: 1. "Descendants" means the immediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Will as Descendants shall take by right of representation, in accordance with the rule of per stirpes distribution and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be differentiated from blood descendants for any purpose. 2. "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. If the person referred to dies within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. (Page 1 of 4 Pages) oL&:v Ztt! t!F ; I i ! I 1 ; i ! \ i I I ~ \ \ { .~ ~ l .. .... II PAYMENT OF DEBTS AND TAXES I direct my executor to pay the following before any division or distribution under the following articles: 1. All of the expenses of my last illness, funeral and of the administration of my estate. 2. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes. Hy executor shall not require any beneficiary under this will to reimburse my estate for taxes paid on property passing under the terms of this will. III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II above, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this will, and property as to which I have an option to purchase or a reversionary interest, but excluding property as to which I have no interest other than a power of appointment. B. I give my Residuary Estate to my Wife if she survives me. C. If my Wife does not survive me, I direct my executor to divide my Residuary Estate into equal shares and to distribute those shares as follows: 1. one share to each of my Children then living; 2. one share to the then living descendants of each of my Children who is not then living. IV APPOINl1lENT OF EXECUTOR I appoint my Wife, JANE JEANNETTE HANSON, as Executrix of this Will. If JANE JEANNETTE HANSON is unable or unwilling to serve in this capacity, I appoint my son, JOllli EDWIN HANSON, to serve instead. If JOHN EDWIN HANSON is unable or unwilling to serve in this capacity, I appoint my son, ROY ALLAN HANSON, to serve instead. I request that my executrix or executor, whichever the case may be, not be required to furnish bond or securiti"s. (Page 2 of 4 Pages) dio 1?tttf/ elF I I , 1 . IN IIITNESS !"HEREOF, I have at Carlisle Barracks, Pennsylvania, this L day of S;-' , 1979, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of four (4) typewritten pages, this included, the preceding pages hereof bearing my signature. &tJi~ !'14/}~t0 l-fa%:"R EDIIIN FRANCIS HANSON (SEAL) Signed, sealed, published and declared by the above-named Testator, EDWIN FRANCIS lU\NSON, as his LAST WILL AND TESTAMENT, in the presence of all of us at one time, and at the same time, we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testator at the date hereof, and to the performance of the 9ioresaid acts/9f execution at Carlisle Barracks, Pennsylvania, this .l2- day of U.Ufttd-, 1979. (Page 3 of 4 Pages) ADDRESS /<. /70/.$ COilllONWEALTH OF PENNSYLVANIA) COUNTY OF CmmERLAND ) ss: Before me, the undersigned authority, on this day personally appeared EDWIN FRAllCIS HANSON, Dixie Lee Stoner , Rosa A. Ortiz , and Ernest F. Peluso , known to me to be the testator and the witnesses, respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities, and all of said persons being by me duly sworn the said EDWIN FRANCIS HANSON, TESTATOR, declared to me and to the said witnesses, in my presence that said instrument is his LAST HILL AND TESTAMENT, and that he had willingly made and executed it as his free act and deed for the purposes therein expressed; and the said witnesses, each on his oath, stated to me, in the presence and hearing of the said testator that the said testator had d)clared to them that said instrument is his LAST WILL AND TESTAMENT, and that he executed same as such and wanted each of them to sign it as a witness; and upon their oaths each witness stated further that they did sign the same as witnesses in the presence of the said testator and at his request; that he was at that time eighteen years of age or over or being under such age, was or had been lawfully married, or was then a member of the armed forces of the United States or of an auxiliary thereof or of the Maritime Service and was of sound mind; and that each of said witnesses was then at least fourteen years of age. tjt(~l f/l4/JU0 UMwC'- EDWIN FRANCIS HANSOll, Testator Q Subscribed and acknowledged before me by the said EDIHN FRANCIS \lANSON, testator, and subscribed and sworn to before me by the said Dixie Lee Stoner Rosa A. Or.tiz , Ernest F, Peluso , and witnesses, this 3rd day of August ,1979. !itj~ r/: ~ NcrtARY PUBLIC (Page 4 of 4 Pages) My COlrnnission Expires G;"i. A. Gtbner. Noluy PU'hc NO~: MtddI~to~ fWD. CumberlJnd C<lUlrty ':./ CofllmcS1101l hjiHt'l Feb. 5. 1983 ~p,,, ,.:.t 1'1'1'" I ~ I - , ,,'.' rH ,".' ;:;:;or. 'JI N:l~~ri...t ,'. '.. ",": '.-..,' ",' ..~. ."- ,'.'. ...~, '.:',. J ,,,-, j ......' ".J' i '\. .'" .-' < '.., ....' ",'. '--:.:; ,~. . .'\' . ," .... '.'\,'Y' " >.: . '.."):, ,110'..," . . OATil OF SlJDSCRllIlNG WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f This 9,.ti". day of \:\Q~Q"""t\ I\.D.,19'BO , before me, Register for the Probate of Wills and granting h;.[lers of Admin~tralion in and, for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came U!)(,<.. l RR ~,tJ"", QV\cl Qo~r.~ 1\. 0< ~ ,<- the subscribing witnesses to the foregoing instrument of writirlg purporting to be the last Will and Testament of CCow,\'\ t""",,-,,, \~Ct......,v" Dated __"l~u"ln-+ "l" \'\'11 . late of C.a~"n \.h \ \ , Cumberland County Pa., deceased who being duly SI...J~~'(\ according to law, depose and say, that -ti-ll'J.. .,.JC!r\t. ~ present, and saw and heard the test"""! instrument of writing as and for h 15 sign, seal, publish, pronounce and declare the said Testament and Last Will, and at the time of so doin~ hI!.. was of sound and disposing mind memory and understanding, to the best of +~,,; (' knowledge, observation and belief. sworn ,9i,',j alfr and subscribed before ?fr{Ul ~, ~~H;J Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ~ ~\.," '30\-.\'\ 'rw \-k'fl-sUf\ being duly <;1..0(''1\ says that as nearly as can be ascertaineclthe said decedent E Du-"", fYoq".,:" \1.0",,,,,, died on l".dM"cb~ I~R dayof c.,.,F'(I.,6/(' A.D.,19.JS.., the at or about .., , . '> 0 clock, D-M. sworn and subscribed this '6~"'day ofJ:jQ~Q""bc( ~~1 /$~--~ 19,~, before ~'h// (/. cfp'~' Register r-r:".. ,,~~_ .~IG , ....____ __ ___ _~ - ____~ ~ . _A \ "-:~'llezi!i('::d""(""" , '~fI;t1fi'f:?!.~i;:";~"'~ ~,'<' " , COMMONWEALTH OF PENNSYLVANIA I 4 :N'OKo00398" DEPARTMENT OF REVENUE 1 ,~t:r,~,:(;._"';:"'" OFFICI~L RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX \ " \' . I ~ a ~ - TAX AT 6% \ TAX AT 15% I RECEIVED 001dbeX9, BVUUI So Dt-n, ~~.vA"_% II FROM P.o. BOa 966 ADDRESS ESTATE TAX sanlllbuV . 'a. 17108 TOTAL TAX CREDIT 18.12 .--esTATEINFORMATloii;.:;;;;;;;-ii,--i979----- DATE OF DEATH r- FILE NUMBER 21-80-767 COUNTY m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I DATE OF PAYMENT JamIIln' 5, 1981 NAME OF DECEDENT BD1fJ- BAHSOII C\JllberlaD4 18.12 .------------------------------------------ TOTAL AMOUNT PAID , POSTMARK DATE '~M,"'" ...... OR Ie....... SEAL RECEIVED BY /~) ~,~. '11 /' dA--t.{ <.::.,' ~ ,MUifc;l~ Re91.ter of 1fllb t REGISTER OF WILLS ------------------------- ------"-- . ' RCC-72 ('Nial COMMONWEA~ TH OF PENNSY~VANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY CO~~ECTIONS APPLlCA TION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT . DATE 12/31/80 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made far coosenlla Ihe transfer of Ihe fallowing securilies of a Pennsylvania Carparalion or a National Banking Association lacaled in Pennsylvania: (a) 4 (b) Atlantic Richfield Corporation (c) common (NOTE: In describing securilies enter in (a), ab Ole, eilher Ihe number of shares of slack or Ihe face amounl of regislered bonds, in (b), Ihe name of Ihe issuing company and in (c) Ihe class of slock or the slated inleresl role and malurily date of regislered bonds.) ISSUED ON Mar. 29. 1977, and having a TOTAL MARKET V AtUE OF S (Oote) . as of Ihe dale of dealh of Ihe decedenl Edw1.n Hanson , 281.00 , on 9/12/79 (Name of Decedenr) (Dalo or. death) who was lale of 122 S. 31st St. (Street and Number) Camp Hill Cumberland PA. (Po.' Offlc.) (Counly) (Slole) The securilies are regislered as follows: Edwin Hanson (Nome or names in which certlfieatllla. ore registered) XDnnfH~ EXECUTOR ) JOHN EDWIN HANSON (Nome) (Add,...) NAME OF APPLICANT Goldberg. Evans & Katzman J. Jay Cooper, Esquire COUNTY FILE NUMBER dl-d\) - '71&'1 ADDRESS OF APPLICANT P.O. Box 966 , Harrisburg, PA. C 17108 BUREAU FILE NUMBER SIGNATURE OF APPLICANT ., NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPL. ION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEAL TH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES ~ DA TE 0r<<- ~ I hereby consenllo Ihe Iransfer of Ihe above securilies now regislered in Ihe name of Ihe oresaid I q f"/ Decedent and waive Ihe filing of a certificate certifying to Ihe paymenl of Ihe Iransfer inheritance lax 10 which Ihe property of said Decedenl is made subjecl pursuanllo Ihe provisions of Ihe Acl of June 20, 1919, P.L, 521, as amended and Ihe Acl of June 15, 1961, P,L. 373, as amended, This is also in accordance with Ihe provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operales only in reference 10 Ihe eslale of the above-named Decedenl. Signed for Ihe Secretary of Revenue e _) ___/' By 17Cv1-r c. df.{^MA\) ('~-:/~J__I ( [gno'J'!.) I " ,....... ~ L> J - (,; (Titl.) r'-'~~ I , COMMONWEALTH OF PENNSYLVANIA DEPAR1'McNT OF REVENUE ElURE:'U OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT '* DATE 12/31/80 APPLICATION (MUST BE FILED IN TRIPLICATE) .- TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for coosent to the transfer of the following securities of 0 Pennsylvanio CorpJr,:~:c.n or 0 Notional Banking Associalion located in Pennsylvania: (0)__ 12 (b) Sunbury-FoodL-lnc. (c) common (NOTE: In describing securities enter in (a), ab Cie, either the number of shares of stack or the face amount of regis:~red bonds. in (b), the nome uf the issuing company and in (c) Ihe class of stock or the stated inlerest rate end maturity date of registered bonds.) ISSIJE') ON 1/21/74 ,and having a TOTAL MARKET VALUE OF S~ 00 (Do.e) os of the dote of dealh of the decedent, Edwin Hanson (Nome of D~ced.nt) . on 9/12/79 (Dote of death) who was late of 122 s, 31st St. (Street and Number) Camp Hill Cumberland PA. (Past Olllce) (Coun'Y) (Sto'e) The securities ore registered as follows: Edwin Hanson (Name or names In wh1ch certificates orc registered) ~i):~ EXECUTOR ) 122 S. 31st St. Camp Hill. PA. 17011 (Add....) NAME OF APPLICANT Goldberg, Evans & Katzman '''1 <7/ J. Jay Cooper, Esquire COUNTY FILE NUMBER a -Efo-, b ?ADDRESS OF APPLICANT p n Fox 9"'''' H"n-; """'-g, PA, , ,. , 17108 BUREAU FILE NUMBER SIGNATURE OF APPLICANT ('~;l'\ .,:'r)'.. \ \ " tiOTI,-": I:: YOU i-A!L TO PROPE"LY FILL IN ANY PORTIOH OF THIS APPL:CATION, IT WILL NOT BE COHSIOERED COMPLETE AHD WILL BE RETURNED TO YOU FOR COMPLETION. JOHN EDWIN HANSON (Name) COMMONWEAL TIi OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES \In.. G : i.,,:elly <=o,ls."l to Ih" trcnsfer uf the ubu.e securities now register~d in the nam~~lt~~aid Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20. 1919, P,L. 521, os amended and the Act of June 15, 1961, P.L. 373, os amended, This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent, s:-:~ ,h. S"..,," 'lfReve~ue . ...... '. <\ By OnL1 C OI./(}.~.(.),;..- ~. ~l'Y\. /~-jJ, '.n. (SI9.{a.urel r fI ' _ j}~,7!IL l 1,\1 \f(T II I e) AEV-:.t~ E)(+ 17-801 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX RETURN FOR INSOLVENT ESTATES (Instructions on Reverse Side) E.tata of HANSON, EDWIN F. lo.t addre.. 122 S. 31st Street ISTUEET) .. % 'i: Camp Hill ~ (CITY) W o Dato of Death PA (STA.TE) 17011 (ZIP) 9-12-79 Social Security No, 161- 09 - 3463 TYPE OF ASSET 12 shares 11 shares 10 shares 2 shares 4 shares 11 shares ~ 10 shares ; 43 shares ~ 13 shares 1. 62 sh. OFFICIAL USE ONLY DATE 12/80 12/80 1/81 ~ 2/81 ;: u " o w o o % < ~ .. ~ w o OFFICIAL USE ONLY DESCRIPTION COUNTY NO, .:)/-,S~7 7r:,7 STATE NO, 00 E ,ec. ( I Adm, Other John E. Hanson Name Social Security No. Addr... 122 S. 31st Street PA ,. 0: .. U :J o ii: Harrisburg (STREF-TI 17011 (CITYI ISTATl::1 ,llPl Under penalties 01 perjurv, I declare thot I heV8 examined this return and to the best 01 mv knowledge and belief it is true,correct ond complete. SlgnalUfC of Fiduciary Oatil ESTIMATED MAR)(ET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY) Sunbury Foods, Inc. Beneficial Standard Corp. Hershey Foods Corporation American Telephone and Telegraph Atlantic Richfield Bethlehem Steel Corp. Lear Siegler, Inc. Castle & Cooke, Inc. National Old Line Insurance Co. National Producers Life Ins. Co. Co. all other assets jointly owned with wif TOT AL 21. 00 228.25 245.00 112.50 281. OQ~ 0) ",:0 259. 8e;;' J - ,..,fT1 225.0~" 0'(") ~~ _.0 ;1l;U 795.50":: .'IC:' . ,or1 l88.5Q::; I 'i' ~ .::' 1. 42:" '. -., , . " .' . ,; ..; ," .- ,.' 2,358.03 d. ,i J"}'. (J j I do hereby certify that the abave assets were appraised in accordanco with Pennsylvania law. NAME OF PAYEE Register of Wills Cumberland Law Journal West Shore Times Register of Wills Family Exemption Funeral Goldberg, Evans & Katzma Register of Wills - /~S'-~ . _,';;,f :31. t? .:3 DtDUC. TIONS A.L.L.owED ".,--t-" NATURE OF CLAIM Probate publication publication Short certificates Attorney's fees Filing fee J,?I DA.TE AMOUNT rot-AIMED 27,00 18,00 16.75 10.00 2,000,00 604.28 150,00 5.00 TOTAL 2,831.03 'IJ '/) - "J -J / DATE I~SlRUCIIO~S ASSE1S: lYPE OF ASSEl _Indicote whelherthe o"et is real eslole, pef>"nol property, tronsler or jointly.owned. DESCRIPIIO~ _ List oil osse" owned solely by the decedont or owned jointly wilh another party or porties os tenants in common or os loint tenonts with right 01 survivorship at the time 01 dooth. Include the decedent's percentage 01 ownership, the nome (s) and relotionship to the decedenl 01 the surviving joinl owner> and the estimoled morkel volue 01 the decedent's interest os 01 the dote 01 deoth. Include intongible personol property titled in the nome 01 the decedent but poyoble at deoth to another porty or porties including but not limited to P.O.D. U,S, Savings Bonds ond tentotive Irust occounts. List ony properly tronslerred by the decedent within Iwo yeors 01 death lor which helshe did not receive voluoble and odequote CORsi derotion. Describe oil real estole locoted in Pennsylvonio by 101 ond block number, street oddre.., number 01 ocreS ond include 0 general description 01 the land "nd buildings Also, include the book and page number in which the deed is recorded ond the C1(oct title 05 indicated on the deed. DEBIS & DEDUCIIO~S _ Unsotislied Iiobilities incurred by the decedenl prior to hislher death ore deductible ogoinst his!her to,oble estate. In oddition to debts incurred by the decedent, other items 010 c1oimoble including Ihe cost 01 odministrotion, attorney Ices, liduciory lees, lunerol and buriol expenses including the cost 01 0 buriol lot, tombstone or grove morker. List the dote on which each debt woS incurred ond/or paid ond the nomes 01 each payee. Provide 0 briel explanation of the nature of each debt claimed and the amount being claimed Evidence to support the decedent's or the estote's lio~i1ity lor the debts being c10imed should be ottoched to this return A fomily e,emption may be c10imed by 0 spouse 01 0 decedent who died domiciled in PennsylvDnio. If there is no spouse, or if the spouse hos lorleited his/her rights, then ony child oflhe decedent who is 0 member of the some household con c10im the exemption. In the eyent there is no such spouse or child, the e,emplion con be c10imed by 0 po rent or parents who ore members of the same household os the decedent. .... > :z !: -0 C n > m > ~ m ~ C > :;:: :z > 0 0 0 '" c r- " c ~ Cl n c 0 .... ~ r- m ~ '" m c m m '" :z '" > :z :z r- = ~ -0 p:: m :z :z m .... m .... ? ? ::I: III '" !l. ? ? .... -c '" m '" 0 Ii "'G) t.., 0- :z 0 '" 0 .... :z '" Ii 0 3 0 ." ." > m 1-" r-' D :z tIl ~ t.., ... =! ? C- o:! III ... 0 ~ t'1 '< C1 t-' ~ :z Ii :;0 ;; ~ N " G) C1 ;; N 0 ... Ul ;; 0 D Ul 0 " >d ;; t'1 '0 = p:: Z . :>- " <: (l) 1-" " . = ~ m ~ Ii '" t-' VJ -c m ~ t-' t-' t'l -C ~ Ul tIl ~ m m D > It > R" D >d H '" :;0 ... S a :>- Ul z F It ":1 t-' t-' ...., N = ...., t-' ~ ~ 0 " 0 n t-' 0 ~ (Xl ~ t-' I~FORMA 110~ PLACE FOR FILI~G _ Ihe return is to be liled in duplicote with the Register 01 Wills of the county wherein the decedent resided. liME FOR FILI~G _ lhe return is due nine months after the decedent's deoth, unle.. on edension lor filing hos been opplied for and granted by the Secretary of Revenue within the nine-month period. FAILURE 10 FILE RE1UR~ _ Section 79101 the 1961 Stotute provides that" , . .ony person who willlully foils to file 0 return or other report required 01 him sholl be personolly Iioble. . ,to 0 penalty 01 25', olthe to' ultimotely lound to be due or S 1,000 whichever is the less to be recovered by the Deporlment of Revenue os debts ollikc omount ore recoyeroble by low." NOTE: Fees paid to on estate representative; nomely. on executor or administrator. for services performed in ad. ministering on estate is reportable for Pennsylvania Income lax purposes. lhis taxable income item shaud be reported on form PA.4().lndividuallncame lox Return. COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* TO: .I (,' , I " / , , , , / , i , , .- , - / f , ( , , .' OATE .: r (~A ,/ /.-'/;' / / / ,'.f ESTATE ; - .f... _~ ..../ - ''')''.-. Ii J' ~.' ,.") I /...//L,,;v.:...,,!.....r~ COUNTY FILE NO: COUNTY / / / -;, ';'- :;;',:(- ,} / , './...... i.. ..V (___(:.u..-~.::.~<---- FILE NO, . ','-.'t i /. 'r!' , - /; DATE OF DEATH I.. /;/.. ~/ 7 Appro'sod Voluu 01 Eslala: Aanl Ellnlo s + ,.., - '"/ .::; .::-1'1 / -:/ ) Portonnl Propolly , . ----..------ Jointly Hold P,oporty/T,nnslof. + TOlol Gro.. Ellnl. S / / - :;,/ -:;; II' :.- .' j /, (~ .- , - / /. -; TotDI Approyod Doductionl s ---- Cloor Volu. 01 EIIOI. l on: Approvod Charitablo Exomptions CI.n, Volu. 01 Ellole Subjactto Tox s ,. "-'~ , " ,I 4 ~/,);;k t tax du:e:'!. :/.--,1"' [V'~$"'J(~t.. t/~rt/ t:-'-jI/ / Amount Toxnblo @ 6% Ao'. s Amounl T..oble @ 15% Aala . c..'~ / ....;.. .-'..1) /);, ' TOTAL PENNSYLVANIA INHEAITANCi;'T.Il./X,QYP.-li.--"L :: //1./ /;.'1- '1' I tax due . . * .. .. * A five percent discount totaling S will bo grunted it tho Inheritance Tax is paid by LOSII Crndils: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEAEST TAX CAEDIT / I' )"/ $ -' :> + $ $ = $ " .,;' ,I,:') + = + = Inlurest on Iho 10 dolo ItccrUOI 81 Iho raiD of six (61 percent per annum unpaid balancu of Inheritance Tax from of pnymonl. Intorost due if paid by is ...' '~f J ,. ---~ I ~..I/// J' BALANCE OF PENNSYLVANIA INHEAITANCE TAX'DUE"., r-l.s" ,"" A-' C/r.'':.l ,,4,,:,.;.t/_., -/ / I '.r .-J"- , .'/ / l- I ~.~r.:r,.1_.....-- yY /" .;./ " ;l.t.-.(ft " /, ,.-,. ,',,' l..::/ Assessed by: ,/~, /1.'-- ": See Information on Reverse Side Agintror,1heCo~/",!dnW"'lth, . ,'~ to. I}; [",:.---/:> 'l/ . / / , __I, ,: INFORMATION To insure proper credit to your account, tho nDrna of the osHita and file number 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, 9 2485-7081. To the extent that inheritance la..: is paid within three (31 months after the death of the decedent. a discount of five (5) percent is allowed (72 P,S, 9 2485.716), Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedenfs death (72 P.S. S 2485.711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 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 1 1 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 ,0011 8 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days .00471 9 days .00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days .00500 -- ------------------- --- - - - -- - --- ---- ---- ------.---- - - - - --------- ------ Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, 9 2485.1001), Make check or money order payable to: "Register of Wills. Agent" Mail 10 the address listed below: