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Home My WebLink About80-00769 . ":," ''-.;C,. ,I, " ::- :: ,". '~~ " ^;- .,'; -'<C,;:<; . ~ p.. ril p:: H ~ II: ri1 ~ ~: ro ~ p:: 0 .':... a 1-1 I:-< ~ . p:: tIl :z; ~ , 0 H A p:: A "'::j ~" t:l ~ -'- ~ ,,' Q CC) . - N .... o ~ .... ID -= LLI . o Z "'~, >f) .,' No, 21-80 7(;~' PETITION FOR PROBATE OF WilL AND LETTERS TESTAMENTARY in the Estate of AUGUSTA L. SORBER _, deceased. . Mary C. Lewis To ~iobendxtix~JOX\, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS Petitionerlsr>xlO4l& the executor named in the Last Will and Testament of AURusta L. Sorber dated 10-17-69 Decedent was a citizen of the United States and a resident of Township >B<xl!il~I1lb<X Cumberland County, Commonwealth Middlesex of Pennsylvania. Decedent died on Wednesday the 26th day of November A. D. 19~, in the County of Cumberland , State of Ie nnsylvania at the age of 81 years. :/:lQsxx x\oI1!JSC he r Decedent has not been married and has not had children born to ~mx since the execution of the above described Will. Decedent was possessed of personal property to the value of unestimoted and of real estate to the value of none as near as can be ascertained; said real estate situated as follows none ~ Therefore, your petitioner~ii* respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated December ~ 1980 '1--/ f " j~ ' , -.)/l/:~<.-kL- t<.) ~ Name and address Frank W. BurQer ' of Petitionen(sk 315 Wolfs BridQe Road Corlisle, Penna. 17013 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND FRANK W. BURGER named in above application, being duly .-SWQJ'n according to law say(s) that the statements set.. forth in this petition are true to the I I.,;~I knowledge and belief. ~ ' i "-~' / (u and subscribed before ".. /".~-<< 1",- Fron W. Burger me, Decmlber ,r;- 19.81L.- ~ ~,.. lll:lh-' (J, .~ ~ib< Register Mory C. Lewis his / , ;,).,~-'rAPJ ~-_. .-' best of Sworn Filed: December 10. 1980 .;z 1-,fiJ -7 L. 'f . ~7 Attorney: Marlon R. Lower" Esq.~ 'i. ,. LAST WILL AND TESTAMENT " I, AUGUSTA L. SORBER, of Carlisle, Cumberland County, Pennsylvania, being of sound mind and memory and fully appreciating the extent of my worldly estate and the natural objects of my bounty, do make, publish, and declare this instrument as my Last Will and Testament and do hereby revoke any and all Wills by me heretofore made. FIRST: I direct that my hereinafter named executor pay my debts, funeral expenses, administration expenses, inheritance taxes, and any federal estate tax assessable against my estate or against any individual on gifts received by any individual under this will as soon as possible after my death. No person receiving any part of my bounty under this Will shall be required to pay to my executor or my estate any part whatsoever of any part of any taxes paid on any gift received by any such person under this Will. Same shall be considered debtn and obligations of my estate. SECOND: I give, devise, and bequeath my entire estate, real, personal, and mixed, wheresoever the same may be located at the time of my death, to my beloved son, Frank W. Burger. If he does not survive me, I give, devise, and bequeath the same to Mary E. Burger. If neither of them survive me, I give, devise and bequeath the same to my granddaughter, Susan M. Burger. If none of the pre- ceding survive me I give, devise and bequeath my estate with the exception of my Harrisburg National Bank stock, to the children of my brother Ray E. Carothers who are living on the date of this will. In the latter event I give said Harrisbur~ National Bank Stock to my nephew, William A. Carothers of R. D. H6, Carlisle, Pennsylvania. THIRD: I appoint Frank W. Burger executor to settle my estate. If he does not survive me, I appoint Mary E. Burger executrix to settle my estate. If neither of them survive me, I appoint Ruj;h 'S.. Carothers to settle my estate. FOURTH: For the purposes of this Will no person should be deemed to survive me who is not living more than )0 days after my death. 6("1-. (7, SEAL 1969 Signed, sealed, published, and declared by Augusta L. Sorber, the within testatrix, as her Last Will and Testament in our presence, who in her presence, and in the presence of each other have hereto affixed our signatures as witnesses thereto. c;-'" 1 :/ ( /h~ -' 9-;-1 (~.el ,: ' , ./ "". ~ 1 ~ (',eJ / ~'- \. J.. o-u.~ ~'c.'n ~)t'\ ....J r.~.t:.,;) f..\".,\.' ,'>..' ;' ",~;:J; t~~~:~ ,.....'.. \";:" '~?::'2;.i:;"\";"~;':;:;1'''';;;1,:..0~ :'}':&,: .:-...: -, '''2}j .....' ~~(.:;~t:.., ':;i,~'''''''~;G:~\i':::;'.;.:.,,,,:_','.~>'... ,'- f~_ _,~ilii':~,V~1""""'~".'\'" .IN.,...... .- .:<;:.:'T',~'!-,-:-': r,~ ',' -.",::,-,,': . . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA / ss: COUNTY OF CUMBERLAND \ This...............................~.~.~.................................. day of ........I!..~!<!m'.I:>.~........................................ A.D., 19.?9...., Mary. C. Lewis before me K~~~X~~~tfm Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ....M9.d!?p...~.,..~9.Y'!~f...f!m!. ...~~!~.~~..~.~.~~~.!~~.. ............. ........ ......... .... ........ ........ ..... ..... .......... ...... ....... ................. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ......t..y.9.Y.*!..~., ..~9r.I:>.!l.~.......... .......... ............ ....... ..... ........ ............ Dated ..!R::! 7.::~? ...... ................... lateof..........M.\~?!~~~.~!?~!'!~~!P.................................................................. Cumberland County Pa., deceased who being duly .....~.W9r.n............................ according to law, depose and say, that ...th~y..:<<!:':~..................... present, and saw and heard the testatr!.J:<..........................., ...A\!gy.~t!?..~.!..?.9.d~~r............................................ sign, seal, publish, pronounce and declare the said instrument of writing as and for h.!~r............ Testament and Last Will, and at the time of so doing .........she...................................was of sound and disposing mind memory and understanding, to the best of .....th!lir..................................knowledge, observation and belief. ....?W9f.l).................................. and subscribed before -I- - :Mci.rt.~~~~.€..:...b...~................. ~~R.fIi;.,,5J...m.. .........r'...................~............:.........~.,....;...................... /-}vj .' f i ~er'.~;(fcili\C1('..:!....S-.;..;::.:~.:...:........................ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA / ss: COUNTY OF CUMBERLAND \ ........f.~N..~.W....~.\.!R.G.~.\l......................................... ................ ...... .................. ......................................being duly ......~w.or.n................................ says that as nearly as can be ascertained the said decedent .......................... ........~!!f;I!!~~9..~....~~r~.~.......... ........ ...... ........ .................... .............. .... ........ ............ ...... .................... ...........died on .....w.~.!1~~\ly.......................... the .......)(9.th................day of ............t'!.9.Y.!................................ A.D., 19..?9.., at or about .....z;!I~.............................. o'clock, P....M.I E. S. T . ...s~Qcn.......................................and subscribed this -~<.l,..". .................:?............................ day of .!?!l!<~!?!?r....... 19, ao....., before ~;[,.. k. k~ ./~"')r~_uJ "Fro'rik' W:..Burger...... ....c.~.:'-':J.... ....... .................... ~ () B1~~~.~~i#1!.~~........... Mary C. Lewis \ , I OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF P~~NNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills Ilnd gl'llntinl{of Letters of Administrntionin and for the County of Cumberland, personally came ..Jr~.,:,~.~~..~~r~.~~....................................................................... who, being duly ...sworn ............., do .es...... depose and say that as....~?!.~!<!lt9r............................................... of the last Will and Testament of ......'~.Yg!!~.t.9..h,..~!?~.~......................................................................deceased ........h~............. will well and truly administer the goods and chattels, ril{hts and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ....S.WQm............... and subscribed before me. --- .....Q.~.tmll?~..............~~................. A. D., 19.~9........ ~~~~....................... Mary C. Lewis .-A--.Fi..~C;;;WB-~~..!.~:..($::2J.~.:.J...................... ra nK . urg er c:- .................................................................................. ,...... 'JJ ~ !" '''; d. :0> CO; '" :ro a> :~ ~r :0> :Q u.. <r: ('): 0 'IF, ....J ~: ...: d 0 w: 0 'i ....J co: ~ ",,: - 0' ::: '. ~~ ~ "1: ~ U, .: 8: ..0: .....: I: [<1; E: <~ .~ ." ." u: 1-: 0: Ql: ",. Ql o~ :J' ." "-0: ... ,,: 0 in: u :;l;: :J: ~ <, 0> ." ." tlll 0> - I: ro .~ " p.. ~ DECREE Q eo . - .,; Z .2l .5 '" [il N ~ . 10th December 80 Be It remembered that on the ........................ day of ................................................, A. D.,19 ........, there . Augusta L. Sorber was probated and recorded the last Will and Testament of ............................................................................, ~',iddlesex Township . late of ............................................................................, Cumberland County, PennsylvanIa, Deceased. Letters .......................!~.~.~~!:'.~~.~.~::'t.... were granted to .. ..................!:.~::.~~..~::....~~.:.?~.:. .................................... Witness my hand and official seal the day and year aforesaid. .............~.d?. Mary C. Lewis , Register. ," ,. .................. . . '. . ----------------------------------- . '. ....._..... __~. _ _ __ __,...-.00 ~_ ---z _a ) >>',REV.l1eZEX " , . ~~;;i(:.: " ,: COMMONWEALTH OF PENNSVLVANIA ; 4 No.K000513 DEPARTMENT OF REVENUE I ".:" OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX i t" ! '= \ ~ . = fl ~.... , RECEIVED , fROM -- TAX AT 6% TAX AT 15%_ Frank W. Burger TAXAT_% . . ,. 31 S. Hanover street Carll.1e, Pa. 17013 TOTAL TAX CREDIT ESTATE TAX ADDRESS 16,94 '--E5TATE~FORMAT~N7-i1c;v~-2Ei;-i9lElO--------- DATE OF DEATH 21-80-769 .85 FILE NUMBER LESS DISCOUNT PLUS % INTEREST (FROM TO_) DATE OF PAYMENT ~.bruary 25, 1981 AUGUSTA L. SORBER Cwaber1an4 16.09 NAME OF DECEDENT m m TOTAL AMOUNT PAID COUNTY ~---------------------------------------- POSTMARK DATE :EMARKS: .~ ID ON ACCOUNT" ~. SEAL RECEIVED BY I REGISTER OF WILLS --.--.-----'- AEV.H~OO EX'" (9-81) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX B327 HARRISBURG, PA '7105 Doe.donl's Nam. I Last, Flrsl, ond Middle Iniliall DECEASED Ult.L....B L ' Soeiol S.eurlty Number Date of Dealh INHERITANCE TAX RETURN RESIDENT DECEDENT File Number :;'1- iO-Ol109 Deeedonl's Address ?W5 u)O\11~ 'Orid~e ~oa.d. Q.o..r\iS\', PA IIOI?! CHECK 1. Original Relurn [jJ 2. Supplomenlal Relurn 0 3. Remainder Return 0 APPRO. PRIATE BLOCKS 4. Life Estale 0 5. Federal Ellale Tex 0 Relurn Req"ired. 6. Doeed.nl died lellate m 7. Doeedenl mainlained ~ living 0 B. Number of safe deposil 0 IAuaeh copy of Will) L1..J trusllAlIaeh copy of trust! bo.es invenloried All correspondence and confidenlial tax information should be direcled to: City Recapitulation 1. Real Estale (Schedule A) (11 2. Stocks and Bonds (Schedule B) ( 21 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) 4. Mortgages and Notos (Schedule D) ( 4) 5. Cash & Miscellanoous Personal Property (Schedule E) ( 5) \ D ,'1. \ ~ RECAPIT. 6. Jointly Owned Property (Schedule F) ( 6) t.: ::':lD4. "1 L. ULATIDN 7. Transfers (Schedule G) ( 7) , B. Total Gross Assels (total linos 1.7) AND 9. Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) TAX 10. Debls/Mortgagos/Liens (Schedule Il (10) 11. Total Deductions hotallinos9 & 10) 12. Net Value of Estate Wne B minus line III CALCU. 13. Charitable Bequosts (Schedule J) LATIDN 14. Net Value subject to tax Wne 12 minus line 13) Zi (B) -J1 3 ~~, ~9 (Ill -.J1 If ~ ~ l:~ Computation of Tax 15, Amount of line 14 ta.able at 6% rate (15) (jnclude valuos from Schedule K) 16. Amount of line 14 ta.able at 15% rate (16) (jnclude valuas from Schedule K) 17. Principal ta. due (add I.. from line 15 plus ta. from line 16) lB. Total Prior payments: (e) Amounl Paid (b) Plus Discounl (c) Minuslnlerost (lB) 19. Belance Due Wne 17 minus line lB) Make Check Pay.ble to: Regiller of Wills, Agent ... PLEASE RECHECK MATH'" '.06= x.15= (171 (19) Under ponallies 0 and beli.f, il islrue. any knowledge. perjury, I declare that I have examined Ihis relurn, including eccompanying schedules and statements, and to Ihe best of my knowledg. reCl, and complele, Declaralion of preparer olher Ihan Ihe porsonal reprosentalive is based on all information of which preparer hes ADORESS DATE PENNSYLVANIA INHERITANCE TAX GENERAl_INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Seclion 701 of the Inheritance and Estale Tax Act of 1961 provides that the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as 10 ploperly of t!r'l decedent administered by him and such additional property which is or lIIay be subject to Inheritance Tax of Wllich he/she shall have or aCQui re knowl edge; b, The transferee of property upon the transfer of which Inheritilllce Tilx is or milY lie imposed by the 1961 Slatute, including a Iruslee of properly transferred ill trust, provided thai 110 separate retllfll need be made by the tlansferee of properly included in the return of a personal representative. 2, PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of tile county wherein the decedent resided. 3. TIME FOR FILING The relurn is due nine months alter the decedent's dealh, unless an extension lor filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Seclion 791 of the 1961 Slatule 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 amounl are recoverable by law." 5. TAX RATES Inheritance Tax is payable al the rale of 6%on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others, 6, PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 mOllths after the decedent's death, Interest al the rale of 6% per annum accrues thereafIer until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to tile tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF ~% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of tlie county wherein the decedenl resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, togelher with any interest thereon, are a lien upon real property, which lien remains in effect until Ihe taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or againsl any property belonging to a transferee liable for the toX. 8. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Slatute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. ,. . ~L"V.451 O-BO) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '*' (Instructions Oil RcvL'rs(.' Side) Estate of AUGUSTA L. SORBER ITEM DESCRIPTION NO, I. Money on person at date of death, 11-26-80 2. Personal effects and Household Goods including only the following in the bedroom of decedent in the home of the executor: Decedent was 81 years of age at the time of her death: {Per appraisement of Samuel Millel'/Auction I. 2 dressers & mirrors ... ... .. .. . .. . ..... ... . . . 2. I bed, spring & mattress ..................... . knee-hole desk and chair.. .. . . . . .. ... .. . . . . 3. 4. I cedarchest ............................... 3. 12 shar, Commonwealth National Bank, common stock I Cert. 53297 27.25 327.00 II shares Commonwealth National Bank, common stock I er share 4. Cert. 1/ 1932 1111 299.75 5. I share, Commonwealth National Bank, common stock I Cert.I/4499 !' II 27.25 6. Uncashed check from Commonwealth National Bank far $ withdrawal by decedent of Christmas Say. Acct. 250.00 No. TOTAL THIS PAGE $ 1,079.13 , .. .. . INSTRUCTIONS FOR COMPLETING SCHEDULE "B" Schedule "B" must include all tangible and intangible personal property owned individually by the decedent at the time of death. Property owned jointly with another party or parties should be listed on Schedule "E" - - Jointly Owned Property. Intangible personal property, titled in the name of the decedent, but payable at death to another party or parties, including but not limited to P. O. D. U. S. Savings Bonds and Tentative Trust Accounts, must be listed on Schedule "B", Tangible personal property should be listed first. Examples of tangible personal property are jewelry, wearing apparel, household goods and furnishings, books, paintings, automobiles, boats, snowmobiles, aircraft, etc. Intangible personal property includes cash.on-hand and in the bank, stocks, dividends, bonds, mortgages, treasury certificates, notes, together with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capacity, partnership interest, etc. An interest in any undistributed estate or income from any property held in trust under the will or agreement of another even though located outside of Pennsylvania.at the time of death should be listed on Schedule "B". A completed Partnership Interest Repolt (REV-B94) must be attached for each partnership or joint venture, and a completed Closely Held Corporate Stock Information Report (REV.893) must be attached for each closely.held business interest or sole proprietorship reported on Schedule "B", :t, REV,4U"-IQl COMMONWEALTN OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE T...X RESIOENT OECEDENT ESTATE OF_ SCHEDULE "C" TRANSFERS . AUGUSTA L. SORBER INSTRUCTIONS: 1. Answer the quesIions on reverse side. 2. If the answer 10 any of the questions on the reVelse side is "Yes," provide a descripIion of the property Iransferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of Iransfer, to whom transferred and relaIionship of transferees to decedent. AlIach a copy of any trusl deed or instrument relaIing to the transferred properly, ITEM NO. DESCRIPTION ESTIMATED I DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL Y! NONE TOTAL THIS PAGE $ 0.00 QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, wilhin two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himselffherself to himself/herself and another party or parties (includinR a spouse) in joint ownership? (Answer "Ves" or "No",) _ . 3. If the answer to one or two above is "Ves" 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 \he aIlending physician indicating Ihe state of decedent's health at time of transfer. d. All o\her information supporting nontaxabilily of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property wilhout receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or afIer his/her death? (Answer "Ves" or "No".) a. Was there any possibility that the property transferred might relurn to Iransferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No",) b. \\'hat was the transferee's age at time of decedent's death? 5. Did decedent in hiS/her lifetime make any Iransfer wilhoul receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) _ b. The right to designate the persons who shall possess or enjoy \he property transferred or income therefrom? (Answer "Ves" or "No".) 6. If Ihe answer to five b. above is "Ves," stale whether the right was reserved in decedenl 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 "Ves" or "No".) 8. Did decedent, al any time, transfer property, \he baleficial enjoyment of which was subjecI to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the inleresl of the beneficiary reserved in \he decedent alone or the decedent and others? (Answer "Ves" or "No".) REV-453 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES *,\ (lnsuuctiOfJS ()IJ Revcrsn Sid(!) Estate of AUGUSTA L. SORBER BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH - Frank W. Burger son -------- ------ entire estate 315 Wolf's Bridae Rd. Carlisi e Penna. 17013 --------- ---- .-- 4___ -- ------ ~-_. .. .....___u. ----.-...---- -- . . I .. .. - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH PE - TOTAL R VALUE OF DEPARTMENT MARKET c DECEDENT'S VALUATION VALUE E INTEREST (Official Use Only) N T $ 999.34 50% $ 499.67 REV~'~' (l.S'Ol . COMMONWEALTH OF PENNSYLVANIA 'DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) Estate of AUGUSTA L. SORBER ITEM NO, DESCRIPTION I. Cumberland Valley Savings & Laon, Carlisle, Po., Passbook Savings Acct. *13571 in name of Mrs. AU9usta L. Sorber or Frank W. Burger; principal of $976.85 plus $22.49 interest as af date of deoth, 11-26-80 (see Itter attached) United Accumulative Fund, Acct. *08203309-201 in The names of Augusta L. Sorber and Frank W. Burge and Mary E. Burger( JTN ROS- 532.787 shares {see letter attached} ($9.77 per share) Commanweolth National Bank, C~rlisle, Po. I checkirl;t acct. in names Augusta L. Sorber or Frank W. Burgerl$ *182-106015-7, balance at date of death (see Itr. attach ed) 4. Commonweolth National Bank, Certificate of Deposit $ 2/010.09 50% $ 1/005.04 No. 18-3620, in names of Augusta L. Sarber ar Frank W. Burger I in principal of $2000.00 plus $10.09 accrued interest at date of deoth (see Itr attached) 2. 5/205.33 33 It; $ 1/735.11 *' 3. 454.88 50% $ 227.44 5. 5/675.00 50% 2,837.50 Commonweolth National Bank, Sav. Acct. "18-0012194-7 principal of $5643.64 plus $31.36 int. to date of deoth in the names of Augusta L. Sorber or' Frank W. Burger - (see Itr attached) . Section 2,11 of the Inheritance ond Estot. Tox Act of 1961, 72 r.s. "2485.2~1, which concerns joint tenancy provides os follows" ' ' " ".~~ 3~Y pr?pcrty is held in the nnmes ~ €~ n~ per- sons €?lIs deposited In a financial inSlitlltion in the names of two or morc persons so thnt upon the dC[ilh of one of them the survivor or .. surv,ivors h.wc ~ right to' the imrncdia.!..c oy!ncrshiJ!. or pos!:cssion and enjoyment of the whole property. the accrual-of sucl~~ri.ht-.~po~l" the de.ath of one of th~m shall b~d~3LIE~sf~r su.hi'i.SL!.~~ tinder t~l~ ~ct of a-fractlon<ll portion .of such prop~ny to be determined by d,v.dlrl& Ihe va,Iue of the whole proper!r b~ the numb", or joint tenl1nts in existence immediately pr~cc~!ine-thc ~i;-~Tfl~~-;ic~~~~Ci;j~ tenant. This section shall' not apply to property and interests in property passing by right of survivorship to the survivor of husband and wife. If the co-o"wnership YlllS Cleated in contemplation of death. _ . within the meaning of Section 222 of this act. the cl1tir~ interest so ., transferred shall be subject to lax only under Section 222 os though a port of the estate of the person who created the co-ownership." THIS PAGE $ 6 304 76 TOTAL - I' . " Schedule "E" must include all property, real and personal, owned by the decedent jointly with another partY or parties as joint tenants with right of survivorship, Both tangible and intangible propertY are to be included, List real estate first. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" 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 (sl 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 "" 0 n ;;- ~ ;.. ::;; ;;- 0 0 0 trl 0 Z ..., Z Z - Cl n c: 0 s: t'" ~ ~ ;>; Z ;1l ;;- ~ - ~ t'" Z Z ~ ..., ~ ..., Z ~ ..., ~ - ~ ~ <fl <fl Z 0 <fl 0 -l ~ "'l "'l ;1l ~ \ \ ~ 0 '!j - "'l 0 - - I z Q \ , ;.. - I t'" ", " I c: 0- \ ell .. ,t't1 " N ....... L:"';' ~ ~-.;~ ;-;' 0 '::''''1' = . i' ~..J Z ,C.. I -, co;::, ';'~? \ t'" Uw [\:5 -:: -:: ><: 'ate:: N 'ju ~ SO I ~ ~ U \ \ ?; ?; \ \ \ , . 'R~V~4'5'C'.'81 ~ / - fa - 76 C; -STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF $ OFF ICE OF THE REGISTER OF WILLS OF Cumberland COUHTY AND AGENT OF THE COMMONWEALTH DAte APPROVED REGISTER or- WILLS, AGENT ESTA TE OF Augusta L. Sorber LATE OF Carlisle, Pennsylvania DATE OF FILING APPRAISEMENT Jan. ~'t 1982 DATE OF DEATH November 26, 1980 I I DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCHER I. Register of Wills Ltrs. Test. short c ert . 20 00 2 Cumberland Law Jnurnal A.lv. \tr< 18 00 3. lRe Evenina Sentinel Adv. Itrs. III nn 4. Esther Cohick Witness to will 10 00 5. frank W. BurQer Familvallowance 2.000 00 6. Hoffman-Roth funeral Home Burial exoenses 2577 .00 7. Carlisle Memorial Service Marker, footstone & dati no etc. 136 00 8. Masland Assoc. Services 179 00 9. tarlisle Radiologv Services 84 00 10 Carlisi e Hasoital Services I 458 50 II Mr. Samuel Miller Auctioneer Aooraisal of hosehold noods 10 00 12 Internal Revenue Service U.S. 1980 Income Tax 538 14 13 II II II II Correction - U.S. 1980 income tax 49 27 IA p~ n~. -; p ._...~ I Pn 101ln. . .~V 13 9R \5 Reg ister of Wi lis Filing P.a.lnh. ToxAppr. 5 00 16 Register of Wills Filing Debts & Deds. 5 00 17 Marion R. Lower, Esq. Counsel fees 365 00 I I TOTAL $ 7.486 89 COMMONWEALTH OP PENNSYLVANIA} SS: COUNTY OF Cumberland !. frank W. Burger 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 OF Auausta L. Sorber DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ~..,) -tt... .-"" ~...<.c' uJ, I Q.L<-""l' ~L ) (L.S.) :ll'l rank W. Burger" -,_ SWORN AND SUBSCRIBEO BEFORE ME THIS ' DAY OF - - . January 19 l!2 M%~i~~~~i:~ F~:23~4 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLlCA TION *~ DATE 3_2l{-l982 TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for c Olsent to the transfer of the following securities(ef 0 ~~I~'f.iah Corporation or 0 Notional Bonking Association located in Pennsylvania: (C:: 1932) - II :h~::: (a) 241har. (b) Commonwealth National Bank (c}common(Cert 4499)- 1 share (NOTE: In describing securities enter in (a), ab Ole, either the number of shores of stock or the face amount of registered bOlds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote and maturity dote of registered bonds.) ISSUED ON , and having 0 TOTAL MARKET V AWE OF S 654.00 (Dot.) os of the dote of death of the decedent, Augusta L. Sarber ,on November 26, 1980 (Name of Decodent) (Dale of death) who was late of 315 Wolf', Bridge Rd" (Street and Number) Carlisi a, Cumberland Penna. 17013 (Post Office) (County) (State) The securities ore registered os follows: Augusta L. Sorber (Nome or namos in which certificates are reglsterod) COUNTY FILE NUMBER 21-80-769 Mr. Frank W. Burger, 315 Wolf's Bridge Rd" Carlisle, Penna. 17013 (Home) (Address) NAME OF APPLICANT Mr. Frank W. 8urger _ _ _ ADDRESS OF APPLICANT 315 Wfl' 8rl e Rd.,Carllsle, Po. 17013 '<. I!... tJ .~ ...v) FWD BUREAU FILE NUMBER SIGNA TURE OF APPLICANT. xecu or :....- NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ><.lml'1Mi'S~fit~:t0R)>: EXECUTOR } COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE ~ CONSENT TO TRANSFER SECURITIES , IJ",.d ~ DATE ~ft'''' I hereby consent to the transfer of the above securities now registered in the nome of the 0 resaid Decedent and Naive 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. .~~~ '~~a ,.- T." -" <. ... .... ..:. r;., ... c:! N L..:" ,.....-. C.~' C:, c'i ~: (C:~" :;:. - Ol:j (,~::, (.;ILll ~u: C'J ~c:, ~ '-' ) REV. 1547EX (1-82) BUREAU OF EXAMINATION NOTICE OF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT. ALLOWANCE OR DISALLOWANCE CONTROL NO. 101 P.O, BOX B327 HARRISBURG, PA 17105 I OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE , 07-06-82 ESTATE OF SORBER AUGUSTA L FILE NO. 21 80-0769 DATE OF DEATH 11-26-80 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A OISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED. MARION R LOWER ESQ 31 S HANOVER ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~~1.: _A..L9~~ _1.:HJ~ ..L!Np_ _ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ' NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SORBER AUGUSTA L FILE NO.21 80-0769 TAX RETURN WAS: (X) ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1, Real Estate (Schedule Al 2, Stocks and Bonds (Schedule BI 3. Closely Held Stock/PartnershIp Interest (Schedule Cl 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Scnedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) S. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensesl Administrative Costs/Miscellaneous Expenses (Schedule H) , O. Debts/Mortgages/Liens (Schedule n 11. Total DeductIons 12. Net Value of Estate 13. Charitable Bequests (Schedule J) 14. Net Value Subject to Tax ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. PrinCIpal Tax Due TAX CREDITS: PAYMENT DATE RECEIPT # DISCOUNT 1+1 INTEREST (-) 02-25-81 000513 .85 THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 08-26-81 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS, ACN 101 DATE 07-06-82 I CHANGED III ( 2) ( 31 I 41 ( 51 1 61 1 7) .00 .00 .00 .00 1,079.13 6,304.76 .00 I Bl 7,383.89 191 1101 7,486.89 .00 1111 (121 (13) (14) 7,486.89 103.00- .00 .00 1151 116\ .00 .00 .00 .00 .00 X.05= X,15= 1171 AMOUNT PAID 16.09 TOTAL TAX CREDIT 16.94 BALANCE OF TAX DUE 16.94CR I (If Balance Due is less than $1.00 no payment is requiredl R:T AIN THIS PORTION FOR YOUR R:CORDS " ,r o:l ;"'1, N ",'" " ",m ., ~ c-;t , .. S: ::,.0 "" . .. .,:;J ',' ~ l 1 ~ ;, J" :9 ., -' INFORMATION This document IS the NOlice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S, section 246SI, If the tax is paid within three (3) months after the decedent's death. a dIscount of 5% of the tax paid IS allowed. Inheritance Tax becomes dehnCluent nme (9) months after the decedent's death. Interest IS charged at the rate of six (6) percent per annum on the amount of unpaid tax. (See EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2.000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest IS calculated as Indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of t::'lX due by the rate of Inu;rest. STEP 3 Add the mterest to the balance of tax due. In'erest from 3-03-80 to 5-23-80 Results in: 2 Months = 20 Days = Rate of Interest = ,010 + ,0033S .01335 Balance of tax due Rate of inter~st INTEREST $2.000.00 x ,01335 $ 26.70 8alance of 'ax due $2,000.00 Plus Interest to Date of Payment (+) S 26.70 TOTAL tax and Interest to Date of Paymen' $2.026.70 -----------------------.--------------.------------------------------ 1 month ,005 4 months .020 7 months .035 10 monthS ,050 2 months ,010 5 months ,025 8 months ,040 1 1 months ,OS5 3 months .015 6 months ,030 9 months ,04S 1 2 months .060 1 day .00017 11 days ,00186 21 days ,00352 2 days .00034 12 days ,00203 22 days .00369 3 days .00051 13 ds\'s ,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 1 7 days ,00264 27 days .00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,001S2 19 days ,00316 29 da,s .00488 1 0 days .00169 20 da,s ,00335 30 da,s .00600 --------------------------------------------------------------------- Anv party in interest. Including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object Within SIXty (60) days after receipt of thiS Notice as prOVided by Section 1001 of the Inherl'ance and Esta'e Tax Act of 1961 (72 P,S, see, 2485 - 1001). MAKE CHECK OR MONEY ORDER PAYAB~E TO: "REGISTER OF WI~~S, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE T A~ INSTRUCTION BOOK FOR ADDRESS,