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Home My WebLink About80-00772 ":,..>. , ;.:'t.' ~~. "'~"" '.'.. ~.~. ~,;.,> :y" ',;',," {~~:~';~> ;i~~;f~\", "1 ...." N r- r- o 00 . - r(. . o Z ...." ','. "'. ',\.; :.! ...... ~ " .. , .. ~ r.'" . ~ >< ~ .. ~ ,", ~ .. S tIJ ~ ~ ~ l-;> II:: i . . -=: [i:l I [i:l 0 ~ E 0 ~ :xl o Cl) - IU - all 'tR. '" NO. 21-80 772 PETITION FOR LETTERS OF ADMINISTRATION IN Tin; ~;STATt; 01' .....~9.~);;gr....!';.,...JU~~~.Rr...................... IlEn;ASED. To ..................~~.r....c:;.,. ...~)i;W.:q?..... ........ .... ..... .............. ... ....................... ............ RegiHtcr of Wills fOI' (he County of ClImbcrland. ill thc Commollwealth of PCllnsylvania. The Petition of .....~.R-Y.l~M~...!';.., ...!,g9.!9:;~'!:... ........................... ................... ............................. ...... ....................................................... ... rCHpcctfull)' showcl h I hat .. ...~Q);\I::.E~...~......R+.C;;~J;:.!l.r.......................... was a reHident of ...!'!.~~...~!:I.~~.~~.~.~!?................. .'IJ!t>>9Q,QI,ip . Cumherland Count).. Sta(c of PcnnHyl- . ")Ol'OUg 1 vania, and II Citizen of United States. and departed this lifc intc"tatc ill thc COllnty of ..G.\lmP..'?X'J..<;\p.g ........................................ and Stalc of .............I?~.m:\~y;1..Yi:l.!l.j,i:l.............................................................. .............. on ....:r.!,I.~.~g.9Y................ the ..........?t~!;..,................. day of .....Q9.!;..9.!?~.+:........................... A. IJ., 19.(!.Q....., at the age of ...A.~....... years. That the said ......~.9.~~.~~..!!:.:...!:l:~.<::~!?~~............................ dcccased. left sllrviving the following named widow or -husband, heirs and next (0 kin, to wit: ................................................................ JAMES R. RICKERT SON Residence ......~~.!:.Y.:;;y.~~.~~..~....~~....................... Name Relationship ............................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of tbe nexl of kin. so far as known. The said decedent was possessed of personal property to thc estimated value of $.....l.O..,.O.O.O...QO...... and of Real Estate. less incumbrance. to the cstimated value of $.........::-.~.-::................. as near as can be ascertained. That the said Real Estate in so far as is known is located in ................................................................ ........................................................................................................................................................................................ Therefore, your plltitioner(s) respectfully appl)'(ics) for Letters of Administration in the above named estate. Dated ............!?.7.~..~....~.~..................... A. IJ., 1!J..~~... Signature and Address of Petitioncr(s) . ......, ..z~"..."-Z/.?(:Y.: ..(::../~r:,X~.../.:.. ............ ......... ARVILLA E. RICKERT ...... ..!.l.B ...J.3.Q.$.~)))9.1).t....h~~.P..\l~............ ...... ....... ...... ........................................................................................ New Cumberland, Fa. 17070 ........................................................................................ COMMONWEALTH OF PElI:lI:SYLVANIA 1 COUNTY OF CUMBERLAND I ss: ........................ARY.ILLA..E.....RICKERT.................................................................................................... named in the above application bcing duly ..........:.~o.rn......................... according to law, ;my that the facts set forth in the above application are trlle to the bcst of .!1.~.JC....... knowledge and belief. ...........~~9.~!:l:...~~........................... and subscribed 1 I t .......')~i......................;........;..:....:................................... {/. ':.} .Ji~; ~ (', /l~,.(.:~./ .....ARVIL'LiX..E.;...RTCKdl\f.................................. before me, Dec. 10 80 ............................................................ A. D.. 19.......... .....q{ay....(!..:....~'"~~~.i.~~~.~.... Filed: ......!?~~.~~?7..~...~?.~.......~.~~.~.................. Atlol'ne)' 4f~~"F1="..~~~ /fp-'1 (ovcd . /~/3 ~ c:ll-/b -7'Jz- )/'/"" -3 I~/Y' ........................................................................................ ........................................................................................ 0% COMMONWEALTH OF PENNSYLVANIA \ COUNTY OF CUMBERLAND J ss: ARVILLA E. RICKERT being duly sworn .___ according to law, deposes a..d says thatS he _ is Administratrix __ of tho Estate of Robert E. Rickert late of --Borough_oLNeW..cumb.er1and_._--._, Cumberland County, Pa., deceased and that the within is an invontory made by . her--__ .__ __ , the said Administratrix of the entire estate of said decedent, consisting of all the personal prop..ty and real estate, except reat estate outside the Commonwealth of Pennsylvania, and that the liguros opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn to and subscribed before me, ~""--<-- / 2. 19?/ C\,.:,,~~ ~~ I NOTARYPUB~ ~ My CommisslOl1 Ezplte. Doo. :n, 19111 "'lI1oyco, Pa. CUlIlbetlaAd Coual1 ~. J.:?,;'k"r k~ . Administrat)(r rix Arvil1a E. Rickert 814 lbSeIlOnt Avenue Na-I CUIlberland, PA 17070 Addreu Date of Death Day Month Vur INSTRUCTIONS I. An inventory must be liled within three months after appointment of personal representative. 2. A supplement inventory must be liled within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 'tJ !:: III .-; 14 CJ 1) ;:l t) '" ... <:> !:: .... o .-; III !:: .<:: nl o III I-:> . " Qj Z .,; o ~ ~ CI> U CI> C ... C1l !:: 14 >. OJ ~ ~ C1l GO'-; H C'l lJ.. >- ~ 0 . 0.. ... Em III ON 14 ~.-; C1l l< o In ~ o I- Z W > Z )- ~ ~ w < Q. I- o VI w '" w J: Q. l- LL ..J o < z o c VI z ffi < Q. . o E-'. p: ~ :<: t) H p: ..... o . : .,i! iHi\nU,9Hn~ ..c: '\::~'>t:.t;'.;;:J~G.Y.iJ313 ;:l - o g g! ~d 9l Nllf lB. e ~ '0 1; .1: ,C;i~3" ...D ,,'j. 1-'QH03311 C)... .E' __ - 1.,:..1 - ~ j 0 "tI ~ u: -" III o o OIl ...J LL < 0 w '" .... ~ lli !Xl gl I , I I .; Z \ ~__.._ __ __,....,. .. -:a 1it.~.1102EKlrA~ ~:;,j;~' <.,' !d~4~Mi"('<:':;': .:.. COMMONWEALTH OF PENNSYLVANIA i 4 'No.Kt~~9588" '.' DEPARTMENT OF REVENUE i ,.N;~:. ::'',,:: '" ,:' ,'.' 'OFFICIAL' RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '" . ., II := , ~~ RECEIVED ,,"ill. B. Rickert I FROM .~ . I 'ADDRESS 1 w. BilJh st:reot \ -- TAX AT 6% TAX AT 15% TAXAT_% , . ESTATE TAX_ 1,876.27 Caf:liale, l'a. 17013 TOTAL TAX CREDIT '--ESTATEINFOfiMATj(iN:-liov:--2i~-T98(f--------- DATE OF DEATH 21-80-172 NAME OF DECEDENT aoBBRT B. RICI<BRT cwaberland m m LESS DISCOUNT PLUS % INTEREST (FROM 10_1 FILE NUMBER June 16, 1981 DATE OF PAYMENT 1,876.27 COUNTY - ---------------------.---- TOTAL AMOUNT PAID ------------ POSTMARK DATE REMARKS: "PAID OM ACCOUNT" RECEIVED BY SEAL I REGISTER OF WILLS -----.-------------:-----------------.--:-.- n 03 ,'- ;o~ C)I" ~ ~~~ rti("") ::'-10 l:~}'-: = :,..,::0 .- .C':l ," , . :;~~~ .. ;-.l .', C;J j' ,--, . .' '- .:; ,; i:; , , ., .' " .' . ;1~ ;:ij " '.- :} .'. C .- ~~ ,. . " Z " r,. l;1 .- '" 0 0 '- - . .::; C ..<:: tIl i!~ f.>l ~ .. ~ " r: :; ~ Z fil ~ Z .. 0 E-< Cl 0 - .. 'J '" ZUl H r,. .a: ::> >< f.>l H ~ . . .., c ~:: "C g~ Ul 0 H U E-< Ul E-< ~ , '.:- '" oll ~ < < 0<. . H Z .a: r,. ::> .~ 1: .. -g , :0. :> N f.>l :;:: ::> f.>l 0 I1l 'J rz: , 1: r: o ..HI""- E-< E-< ~ C U H '," .,. .. .- u ~ . ~ t ~ UfH;- .a: p:; U fil E-< p:; C 'r, - '" ~ I>l . re " - . E-< fil Cl Z Eo< t 1'0 ~ .. -'" 0 r,. Eo<O Ul :<: r,. Cl eJ Ul ~ '" ~ . ~ ~ C8~CXl fil u 0 Z H :- ',. ~ ~ ;; - 'E J c ::>1 H .a: ,,; fil Cl ~ " ii <IJ J ;:; Eo< 0..-1 fil p:; :I: l;1 H Eo< ;.. .. . 0 ~ ~ P:;~UN :I: " ;:ij .0: Cl ~ ~ '-~ " ~ .., :t " . '" ~ ::> ~. Eo< ::> fil Eo< f.>l " " - i ~ o ~. . fil ~ ~ :> Ul Ul - .~, " ~; ~ .' > U UlO Z H 0 2: C - .. , - ... f.>l;:ijZ H 1;: 0 ::> >< p.. ~ "., 0 " ] I1l U Ul ~ 't - ~~:I: fil Z ~ c .'. U '" .. Eo<u\i: III f.>l Z P, '-' ~ " .' .. " " ,;; 0 :I: f.>l c, ~ ... ;:. .~ 0 " " z [:) 0 P:; Eo< ~, 0:; E ~~ " .~ ;., H ... 'n " '< - ;; t;: SO -= " :g ~. ~ -:J - ~S - S J! ..-: " PRINCIPAL RECEIPTS Inventory Filed Per Copy of Inventory Attached subsequent Receipts Sale of decedent's one-half interest in 1974 Sears Boat - TOTAL PRINCIPAL RECEIPTS $ 42,031.91 50.00 $ 42,081.91 PRINCIPAL CONVERSIONS INTO CASH ~ Loss 4/3/81 - 1975 Yarbrough Boat Trailer Inventoried at $50.00 Proceeds 50.00 -0- -0- TOTAL -0- No Gain or Loss Transferred to Summary 12/11/80 118/81 1/12/81 2/2181 2/2/81 2/2/80 2/27/81 4/6181 4/7/81 5/18/81 6/12/81 PRINCIPAL DISBURSEMENTS Register of Will.s - Probate, Letters & Short certificates Cumberland Law Journal - Advertise Letters patriot-Evening News - Advertise Letters Musselman Funeral Home - Funeral expenses Holy spirit Hospital - balance - Decedent's account Arvilla E. Rickert - reimbursement for Datsun inspection fee Register of Wills - Short certificate PA. Dept. of Revenue - Decedent's 1980 income tax Register of Wills - Short Certificate Register of Wills - Short Certificate Register of Wills - File Inventory, Debts & Deductions & RCC Forms Notary Fees - all documents Arvilla E. Rickert - Family Exemption Arvilla E.Rickert - Administratrix Fee Myers, Myers, Flower & Johnson - attorney fee Register of Wills - Inheritance Tax Reserve for f.iling Account, Distribution & Re lease - TOTAL PRINCIPAL DISBURSE~reNTS lIB[R 99 PAGE 426 -2- 26.00 18.00 24.24 1,807.15 70.20 10.60 2.00 19 .41 2.00 2.00 9.00 3.00 2,000.00 2,100.00 2,100.00 1,876.27 50.00 $10,119.87 InvunlolV 01 the IUdl tllld pelsulhlll:~,ldlu 01 BOIl r: WI' 13. l!l (' K r: H'I' 1. 1 Seiko Wri~twdtch 2. 1 Caravelle Wristw3tch 3. Miscellaneous wearing dpparel. 4. pana.onic Black & White Television 5. Bearcat Scanner 4 - 6. Miscellaneous fishing rods & fishing equipment - 7. Miscellaneous tools B. 1979 Kreidler Moped 9. 1974 Datson Truck 10. 1975 Yarbrough Boat Trailer 11. CCNB Bank, N.A. Checking Account No. 736-488-8 Certificate of Deposit No. 128522 Certificate of Deposit No. 128523 Certificate of Deposit No. 128530 Certificate of Deposit No. 128531 Certificate of Deposit No. 128532 12. New Cumberland Federal Credit Union Account No. 4541 13. New Cumberland Federal Credit union Insurance on Account No. 4541- paid to Estate 14. Federal Employees' Group Life Insurance Group No. 1700-G - paid to estate 15. New Cumberland Army Depot - unpaid compensation due deceased civilian employee paid to estate - 16. Internal Revenue - refund - decedent's 1980 income tax L&r: 98 PAGE '12;) IllJclJa~lld TOTAL - -'-'~ ,--- ... ,_. -. .... ---. -. 25 00 25 00 25 00 50 00 150 00 15 CO 100 00 400 00 1,300 CO 50 00 3,795 41 537 26 4,298 01 536 16 536 16 536 16 3,505 65 2,552 15 19,453 26 3,325 97 815 72 42,031 91 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES 5/21/81 CCNB Bank, N.A., Guardian of the Estate of James R. Rickert, a minor - Truck, Moped, Tools, Fishing Equipment, Scanner, Television, W~aring apparel & Wristwatches - $ 2,090.00 TOTAL PRINCIPAL DISTRIBUTIONS $ 2,090.00 ADVANCE DISTRIBUTIONS TO BENEFICIARIES 6/2/81 To: CCNB Bank, N.A., Guardian of the Estate of James R. Rickert, a minor. Cash $ 500.00 TOTAL ADVANCE DISTRIBUTIONS $ 500.00 PRINCIPAL INVESTMENTS Dauphin Deposit Bank & Trust Company Statement Savings Account No. 12-60915-3. Balance 7/1/81 - $36,439.62 INCOME RECEIPTS Additional interest earned on CCNB Bank, N.A. Certificates of Deposit from date of death to date cashed - 6/3/81 - $ 431.17 Additional interest on Credit Union Account from date of death to 3/12/81 - 61.10 Li3LP. ~9 PI,GE ,1..)0 1 -3- ~I~ <Jl~H o<l: CIl rii .H t-1Po:> Po -H ~~~ ~8!3 o 0 tlClU :z: r... o<l:- O~~ 8rii": ll::~:I: 0:;; Po OOP;: tlUO r>.. o riI 8 o<l: 8 CIl riI Cl ril CIl ...: ril U ril Cl ~ ril ::.: U H p;: ril ~ ril ~ o p;: r... o ~ 8 o<l: t-1 :I: C9 o o p;: o ~ Cl Z o<l: ~ riI ~ o U 8 Z ::> o U ~ t-1 o<l: Z H ~ r... '8 ClOrilCll Z H ..: "':Z ...:IH 8 ...:I:;' CIl HCl p;: :>..: H P;: r... ..: 8 I>: rill< ::':H Ul>: H8 I>:;;i :?: ril Z -. I' ,) y. (\ 'I: "::>J ~nOEl - '-' / U 1St 9~J A:; 'LmMif194 uopnqlJ "IP ~ -IFl .p.Jl.PS pt'"'ic;.(loJd t.,p'M .'3Uf.'plO":~ U! IH'<fJ::li:lp uo!~nC:H.llS!p plJe ;1.,.r'lO~8 p....",,,.:> ~...no""'(8br Ci"-,; ;~ilV 1." t" .,., 0; ,-- ::0::0 grro - m~ ~~ ~a .. '= >'j;o ~? ~;..: - . :0 .:,Pl .- " ::.. ~ '.' N ~,o - .. " .- '~ ~ .- .. -, .- :; '1 '"' .j ,.. -:; :;: ~ " ~ ~ " -, ;: .. .~ ~ ." '.:: .. " '::: - 3 ,.. ~ ~ ~ 0') c .- .. "' ~ < ~.V') ... " " ~j ~ ,.. - . Z~ ,~ ~ " " . ~ t ~ .' = Z g ." - . . .- " - = r.l t r.l..... ,; ,C - '" '" '-" '0 :.:;; "'" - .- ~ wa- <; " S' -.. - ~ l' - .. c, "' ~ ~:r.l " 0 'F= ..) .. .~ ,.. .. '0 .8 - 0 ~ ::P"') " ';1 :-: ~ ,- ~ g ... ~ .. '" 5 ~ CJ "" - ,.. -, .. : .. ,.. '" ~ .. .- m .. . .- ] :::; "E ~.~ . , '- -;:j " " .. S " .. 0 i::- t) 2 ~ ~ ;C:' 'J ~ " fj '" .. " " :Q -'. .. ~ .;: lj .- ~ ~ - .. .. REV-455 EX+ (3.801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of ROBERT E. RICKERT Date 01 Death 10/21/80 File NO,~ - ~- '17>> WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: .- Claimant ARVILLA E. RICKERT Rl!lillillnship to Decndent Mother Claimant's Address at ti!llOOf O"cmlent'sD""tl1 814 Rosemont J\venue, New Cumberland, Pa. 17070 ITEM 0 --0 - I NO. DATE NAME OF PAYEE REMARKS AMOUNT 1 D~niD""r of wi.lls Letters & Short Certificates 26.00 2 Cumberland Law Journal J\dvertise Letters 18.00 3 Patriot-EveninD News J\dvertise Letters 24.24 4 Holv soirit lIoBl)ital Decedent's Account 2,322.14 c: C!~I,l1n V_D~" >DDOca...- n___...'~..' D ""'" '''' nn 6 Musselman Funeral lIome Funeral Exnenses 2,357.15 7 D> n~Dt. of Revenu" D"cedent's 1980 Income Tax 19.41 B 1\,.,,111 n R. Ilinlc"rt Famil v Exemotion 2,000.00 9 ReDister of WIlls 3 Short Certificates 6.00 10 J\rvilla E. Rickert Ret\!furs~IJl!':!!tr!~r auto 10.60 11 ReDister of Wills Fi!.e Inv~ntory, .~bts & o nn 1 ? ,,-~-_. r,o--- ,,1 1 ~. >i'S 3.00 1 3 lIr"ll 1 a E. Rickert Administratrix Fee 2,100.00 14 Myers r Myers r Flower & Joh son Attorney Fee 2,100.00 1.~ D~Dn""" for ,.1 "s,,-out cost 100.00 I TOTAL I 11 109.54 I hereby certify Ihat 10 Iho host of my I<oowlodge and beliel the foregoing is a just and true statement of debts, funeral exponsos and oxponses of administration ~lIhmi\led to the estate as deductions for Inheritance Tax purposes, t2r-1-r~-,g. Ii2A~-"J- t/;b/.f/ SIGNATURE OF FIDUCIARY / DATE OFFICIAL USE ONL V DEIJTS AND DEDUCTIONS AnE ALI.OWED IN THE SUM OF S / I, /tf 1.. -'J-fI' AT , ---------..:..:-=~-- & % TAX RATE 22J, " ~J 1.'- , '1 II ~' /b.. ~ . .f P:-EGISTER biLLS 1-..11-1'/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her deoth ore deductible ogoinst his/her toxoble estote. In addition to debts incurred by the decedent or estote, other items are claimable including the cast of odministrotion, attorney fees, fiduciary fees, funeral ond burial expenses including the cast of a burial lot, tombstone or grave morker ond ather related burial expenses. All debts being claimed ogoinst on estote ore subject to the approval of the Register of Wills with whom the Inheritonce Tax Return is filed. Evidence .to support the decedent's or the estote's liability for the debts being c10imed should be attached to this schedule. A family exemption may be claimed by a spouse of 0 decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then ony child of the decedent who is 0 member of the some household can claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by o parent or parents who ore members of the some household os the decedent. The family exemption is allowable only ogoinst assets which poss by 0 will or by the Pennsylvonio Intestote Lows. NOTE: Compensation paid to on estote representotive; nomely, on executor or odministrotor, for services performed in administering an estote is reportable for Pennsylvonia Income Tax purposes. This taxoble income item should be reported on form PA.40.lndividuollncome Tox Retllln. t"' "" I:l ('l ?; trl ?; ~ - > 0 0 Vl Z C) ('l c:: I:l ~ z 3:: z t"' trl t%l ~ Z ::<l 9 - 9 t"" i Z Z trl >-'I trl >-'I Z , trl - I 9 >-'I -< Vl 9 z z Vl i" z 0 Vl 0 -'l co 'TI 0 ~ I 9 'TI :e , ~ .-- ,";:: N n IV - '- ~, n c ~ I-' 0 c 0:: .'~u c S CD @ I Z '- :!;p ~ g~ CD b'" -0 ..1---' t':I 0 ,-,' :i:d: t':I '1 ~ I C 1-. .- c_-' \.l ~:.- ~ "'0:: fl I-'~ ..., c ,- Ow tlJ 0 ..., <I> .., 'o:a ~ ::l III t':I IV c; :<:.,- p.co . 0::- W w'" 0 . S G: .- --'U 0 ~ 50 t.> "d ::l H :':-rl' n -< -< :>:i trl trl 1-':':- t':I > ~ ""0:: ~ ::<l oco ..., . 0 INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicote the c1oimont's nome, oddress ond his/her relationship to the decedent. Enter "family exemption" in the remarks column and the omount c10imed in the amount column. 2. Assign consecutive numbers to eoch item listed. 3. Enter the dote on which each debt wos incurred ond/ar paid. 4. Enter the nomes of eoch payee. 5. Provide 0 briel explanation in the remorks column for each debt c1oimed. 6. Enter the omaunt of each debt being c1oimed.. 7. The form must be signed by the person who has ossumed the responsibility for poying the debts. IF ADDITIONAL SPACE IS NECESSARY USE 8Yz" x 11" SHEETS. REV.US FO (7.80) . COMMONWEAL.TH OF PENNSVL.VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Arvil1a E. Rickert 814 Rosemont Avenue New Cumberland. PA 17070 RE: Estate 01 County 01 File No. Robert. E. R;ck~~t. Cumberland 21-80-0772 Dear Ms. Rickert: You are hereby notified that the orii;:ina1 appraisement in the estote 01 Robert E. Rickert has been Iiled in the office 01 the Register 01 Wills 01 Cumber] And County on .July ?4 , 19.8l... Soid approisement reflects the lollowing voluations: Real Estate Personal Property Jo in tl y Owned Transfers Total Nnnp. 42.031.91 341\ 73 Nnne 542.380.64 As to such tax that is paid within three months Irom date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid olter nine (9) months (Iifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; ond twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty doys alter receipt of said notice as provided by Section 1001 01 the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date Julv 24. 1981 Signed ~ f) fir rcJ iO'J-t0uuIC, Title AppraiRer NOTE: This is nolo bill. REY-.I46 (,-eo) CO"'MONthiAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Rovene Side) . ---~ Estate 01 ROBERT E. RICKERT Dote 01 Death October 21, 1980 Social Security No. , ~R_?,,_C;C;R' Lost Address 814 Rosemont Avenue New cumberland, FA 17070 Bureau File No. (CITY' (STATE) (ZIP) County File No. 21-80-772 J. Decedent di ed: (x) Intestote (without 0 will) ( ) Testate (leaving 0 lost will--copy ottached) 2. Is the filing 01 0 Federal Estote Tax Return required lor this estate? Yes_ No x 3. ( ) Executor/Executrix Nome Arvi11a ( x) Administratorl Administratrix E. Rickert, Administratrix Address 814 Rosemont Avenue l\(C.lJ ('l'1Tih~,...l ~nn pn. (CITY1 (STATEI '7070 (ZIPI 4. All correspondence should be moiled to (x Attorney ) Fiduciary. 5. If on attorney is representing the estate, indicate: Nome Horace A. Johnson Myers, Myers, Flower & Johnson Address P.O. Box 125 T,c.mnynCII (CITY1 . 'On t~TATE1 '704 '1 (ZIP) (') 0<5 ::o~ (')..... - S~ "'(') c>o -::~ ;,s 'G~ ((l I _,0 ~.~o :z; Plr1 --:xl .-of:;) r'-u - . , J>:::: 0- ,'j ,-;";.}... !"'1 co-- ~, '"?;/; :3l f".' ..~ -', ,. .'.'~ .- "r. .~, .~ (.... List all sole deposit boxes registered in the decedent's individuol nome, or jointly with, or os on ogent or deputy 01 another, or in decedent's individual nome with right 01 occess by onotner as ogent or deputy. Include the nome and oddress 01 the bonk or other institution where the sole deposit box is locoted, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX HAME OR HAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED None RELATIOHSHIP OF JOIsT HOLDERS TO DECEDENT Under penolties 01 perjury, I declare thot I hove exomined this return, including accomponying schedules and statements, ond to the best 01 my knowledge and beliel it is true, correct ond complete. a,~~ hf~ f', ~AA'~ SIGNATURE OF FlauCIARY ~;/~lfI DATE PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inherilonce and Estate Tax Act 011961 provides Ihal the following persons shall prepare and file a return: '. a, The personal representotive 01 the eslote uf Ihe decedenl as to plOperty of Ihe decedent administered by him and such additional properly which is or may be subject to Inheritonce Tox of which he/she sholl have or ocqui re knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided thot 110 separate return need be made by the transferee of ploperty included in the return of a personal representative. I '1 2. PLACE FOR FILING The return is 10 be filed in duplicate with the Register of Wills of tlle county wherein the decedent resided, 3. TIME FOR FILING The return is due nine months afler the decedent's death, unless on extension for filing has been applied for and gran lea by the Secretary of Revenue within the nine-month period. 4. FAilURE -:-0 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 whichevef'is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES i I I I I I ! I ! i Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and doughter.in.law and at the rate of 15% as to all others. 6. PAYMENT OFTAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS AllOWED. All checks should be made payoble to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7, FAilURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any persen who willfully makes a false return or report required of him sholl, in accordance with Section 793 of the 1961 Statul.e, 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. , , i INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule "A" should include 0 detailed description of all real property located in Pennsylvania ond held solely by the decedent or held jointly with onother individual (s) os tenants in comman. List the decedent's percentage of ownership and the estimated morket volue of the decedent's interest. (Property held as joint tenants with the right of survivorship or tenants by entireties should be reported on Schedule "E".) All real estate located in Pennsylvania should be described by lot and block number, street address, number of acres and general description of land and buildings. Also, include the book and page number in which the deed is recorded and the exoct title as indicoted on the deed. If the property has been sold, attach a copy of the settlement sheet. If the property is subject to a mortgage encumbrance, include the name of the mortgogee, dote, rate of interest and the outstanding bolonce on the date af death and attach a statement from the mortgagor verifying the outstanding bolonce. Property toxes ond interest on mortgoges as of the dote of death, assessments ond other encumbrances shauld be listed on Schedule "F". Do not deduct them on Schedule "A". REV-4,Z EX. (3.00) COMMOHweAl TH OF PEHHSYL V AHIA DePARTMeHT OF REVEHue . "TRAHSFER IHHERITANCE TAX ReSIDeHT DeceDEHT ESTAT! OF ROBERT E. RICKERT SCHEDULE "C" TRANSFERS - INSTRUCTIONS: 1. Answer the Questions on reverse side. 2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the properly transferred per Schedules "A," "8," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any llUst deed or instrument relating to the transferred properly. - ITEM DESCRIPTION ESTIMATED DEPT. VALUATION NO. MARKET VALUE (OFFICIAL USE ONL YI NONE TOTAL THIS PAGE NONE -y) )in! I, Did decedent, within lwo years of death, nwke any transler ef any matelial part 01 his estate without receiving valuable and adeQuale consideration? (Answer "Yes" or "No",).JilL- 2, Did decedent, wilhin two yearsol death, transfer prt1perty from himself' herscll In himself/herself and another party or parties (including a spouse) in joint ownership? (Ans'/lcr "Yes" or "No",) .-No- 3, If the answer to one or two ahove is "Yes" ami the tr~lns[us are c\ail:lCd tll he nontilxable, provide the following information: a. Age of decedent at time of transfer, b, Copy of death certi fi cale. c, Affidavit by the attending physician indicatin~ the stale of decedent's health ~t limo of transler, d. All other information supporting nontaxability of transler. 4, Did decedent, in his/her lifetime, make any transfer of properly wilhout receiving a '1alllallle or adequate consideration lherefor which was to take effecl in possession or enjoYllwrrl alar after !Iis/twr death? (A'lswer "Yes" or "No",) a. Was there any possibility thatlhe properly trans[erred might retllrn to lrans[emrlll his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No" ,) -- b. What was the transleree's age altime 01 decedent's de~lth? 5. Did decedent in his/her lifetime make any transfer withoul receiving a valuable and adeQllate consideration therefor under which transferor expressly or impliedly reserves lor his/ber Ii fe or any peried which does in lact end before his/her death: a. The possession or enjoyment 01 or the right to income lrom the property transferred? (Answer "Yes" or "No".) - b. The right to designate the persons WllO shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) 6. If the answer to five b, above is "Yes," state whether the right \-Ias reserved in dEcedenl alone or others, QUESTIONS CONCERNING PROPERTY TRANSFERS .' 7. Did decedent in his/her lifetime make a transler, the consideration for which was transferee's promise to pay income to or for the benefit or care 01 transleror? (Answer "Yes" or "No".) 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to cllonge, because of a reserved power to alter, amend, or revalIC, or which could revert to decedent under terms altransfer 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 interesl of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) REV-45.t. 0.80) COMMONWE'AL TH OF PENNSYLVANIA DEPARTMENT OF ReVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNEO PROPERTY * (Instructions on Reverse Side) Estate of ROBERT E. RICKERT P ITEM TOTAL E VALUE OF DEPARTMENT R NO. DESCRIPTION MARKET CE DECEDENT'S VALUATION VALUE N INTEREST (Official Usa On/vi T 1- 26 Series E Bonds - all $25.00 Bonds Decedent or James R. Rickert. &11L/ (See attached for dates & values) 597.46 50% 298.73""'- 2. 1974 Sears 12 foot ~at - Decedent and Edwin Rickert rcA~ 100.00 50% 50.00/ J - TOTAL THIS PAGE 348.73 ."4~,'1,~ . ..;,.. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" 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, 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 jointiy owned Ilroperty, 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c '" CI () >- rn > :s z >- 0 0 CI '" 0 Cl () c:: ;:; -i % :.:: % t'"' rn >- 9 0 t'"' rn ;>; % ::0 ~ % 7- rn -i rn -i 9 9 -i -< '" rn '" Z '" 0 '" -i 0 I-' 9 .." '':1 I ;c ~ z I~ CD > 0 10 ~ 0 -i .." ~ \~ I i3 "1 n tll ..., z i=i ~ 12 6' l'l ..., - ~ '" >- IB- m t'"' I~ III c:: '10 El l'l Vl 11 0 rn 'Ill I-' ::l 0 l::l III rT ~ 0. ::l Z !o. ~ n S; ,- :>: ,< -< !'tl l'l ~ ::l ~ rn rn \; l!jj >- > ;::l ;::l l~ l..... _ 0 '<II. w::- 'J) U:- ~ ~~" ..:. ..: t-- .( .( ., ;U' ~ ~ > l,l_' >- >- < !~ - . +' C. 'tI ". a eO: - .... ~ L M .( M '" - ., M U Z ~ .-I '" - 0 '" '" - !( 0 0 0 ~ ..: '" '" 0 "" 0 Vl Z 0 '" Vl >- "" 0 - ~ z "" ~ "" ~ z z ::l 0 - 0 ~ ..: z ~ ~ ;:;; 0 ~ u (:l ~ z z z - ~ Vl ~ 0 0 .( ::= ~ u 0 "" :l INFORMATION To insure proper credit 10 your account, thu name of tho CSUue and file number should bo clearly print- ed on lho check or money order, This assessment is made in accordance with Section 708 of the Inheritance and Estate Tnx Act of 1961 (72 P.S. ~ 2485.7081. To the extent that inheritance tax is paid withm three (3) months aher the death of tho decedent. a discount of fivo 15) porcent is allowed 172 P.S. 9 2485.716). Inheritance Tax, other thr.n tax on a future interest. is due at the date of the decedenfs death and becomes delinquent at the expiration of nine (9) months after the decedent's death 172 P.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. g 2485.1121. 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 mOnlhs .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 salisfied with the assessment may object thereto within sixty (60l days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 2 2485.' 001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: