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':",:.:X~~~~ '::.'\1.(.: "', <,:}~~~\,: .",...Y. .... ~- MARTSQN lie SNELDAKER ATTORNEVS AT LAW .. ~ LAST HILL A'JD TES'l'MENT I, i,:ARY r,;.. ~'FO;:SLj~H, or t.he 'r'owll~,~hjjJ of !':~l~t Pl1nn~)boro, County 01' Cu:nbel'luncl nnd COPl17)mwenlth of Pennsylv"ni1.l, being or sound and disposinr.: mind, mel'1ory and understllnding, do mHlw, pub- lish Bnd declure this "s and for my Last Will and Tnntament, here by revoking and making void 011 former willn nnd codicils by me ot ony time heretofore m"de. FIRST. I order ond direct thut all my just debts and funera expenses be puia by my Executor or Executors, as the case may be, hereinafter named, as soon "n conveniently may be done nfter my decease. SECOND. I r.:ive, devise and bequeath all the rest, residue and remainder of my Estate, reol, personal and mixed, ~lhatsoever and wheresoever situoted, lmto my husband, CLARENCE L. SP01'<SLER, absolutely and in fee simple if he survives me. THIRD. If my husband, CLARENCE L. SPONSLER, does not surviv me, then and in that eVfmt, I order and direct thnt all the rest, residue and remainder of my Estate, real, personal and mixed, Hhntsoever find Hheresoever situated, be divided into two (2) equa parts Hh i.ch sha 11 be d is tri buted and disposed of' in the folloHing manner: A. I give, d,wisA and bequeath on8 (1) such equal part of n:y resi,du~ry estnt8 unto my ~on, RU:::SEL L. SPONSLER, absolutel, and in fee simple. B. I c;i,ve, devise "nd bequonth one (1) such equal part of my residunry estate unto my son, RONALD C. SPONSLER, "bsolutel, and in f"" ,~im!Jl". If' either or my nbove n:l1liOn sons 8hou~d predecense me and <0 <0 o ~J ::l~ ~ ~ !,! <>!:z ~ ~ ) ~ ~ ~ ~ ~ g ~ ~ ~ ~ ~ ') u ILl ~ ~ en g en . ::;:: 62 ~ <. .. ~ '. .- . . : .I '" , . , \ . , . OATIl OF SUBSCRlIlING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND This 11th day of Ileeembe,' A.D,,19811 , before me, Register for the Probate of Wills and granling \ellers of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came Hiehlll'd c. Snelbnke!' nntl Flo!'encc II. Losche!' Ihe subscribing witnesses to the foregoing instrument of writi"g purporting to be thL last Will and Testament of ~laL'Y N. Sponsle!' Dated _ Nay S. 1 ']72 late of Ens t pennsboro Township Cumberland County Pa., deceased who being duly sworn according to law, depose and say, that. ['hcy \~t' I't' present, and saw and heard the test" t rix ~Iary ~I. Sponsle!' sign, seal, publish, pronounce and declare the said instrument of writing as and for h l'1.' Testament and Last Will, and at the timc of so doing she was of sound and disposing mind memory and understanding, to the best of knowledge, observation and belief. Swopn and subscribed before 01a1 f? 1u~ . RegIster AFFIDA VIT OF ilEA TH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ Hussel. I.. Sponsl.e,' being duly sworn says tbat as nearly as can be ascertain co the said decedent Nal'Y ~I. Sponslel' died on Thul'sday the ljth day of at or about 7:30 o'clock, ~M. Sworn and subscribed this 11th day of Ilcccmbe " December,- A,D.,19.J!.Q., /? ;/4 ~I /. tJlL / {/ %,_,--u,.Pi ,. ?;::l/J," <.., (/ - / L 80 19, 2J};before ~Af' (I. ~ ".rc~ Register '-p,t:'" v,.:'.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of HlIssel I.. Sponsll'I' and Honald C. Sponslel.' Cumberland, personally came who, being duly S\~O rn ,do depose and say that as the EXl'clItOI.'S of the last Will and Testament of ~\nrv N. Spons1.el' deceased they will well and truly administer Ihe goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances. S\~o ,'n and subscribed before me, December J 1, .D., 19~ c?~~-::p' / '-'2'?---~, . kA'~ ______ f~ Rioilter :.,; 0' :~ 00: :os a> : ell '"', :" ,ell ,~ u.. ~\ <1" 00, 0 w: :;l;: ...1, - ~1 : ~ .".; ...J 7:: 00' m 0: P<: ~ r-q i" ...J (/), .... < .: .... - '. .~ u; ..,: $ .~. . ~ E-< (1): ?'l: ~: !: ~ "\ ,~ p::: 't:l 0 ~~ \ ~ Cf): 0 ~~ 0'\: CO .... L.'1: . Z 0 =\~ - " roc .s ell 11 .... ell .l'i 't:l bll .... 0 ; os .~ <Jl Il< f>:< Z ~ DECREE Be it remembered that on the 18th day of December 80 ,A.D.,\9_, there was probated and recorded the last Will and Testament of NARY ~l SPONSLER late of East pennsbol'O Township , Cumberland County, Pennsylvania, Russel I" Spons\ep and Ronald C. Sponsler Deceased. Letters Tes tal1len ta Py were granted to Witness my hand and official seal the day and year aforesaid. '-P.f.. ' ...).... t.). ::JJ(/U(/ {!. ,f~V(~ Register' , ..-...... -- ~ -- - - .......... -- - - ~.. I >>. REV.I1IU:X . 1 ~"'\~?":" . , COMMONWEALTH OF PENNSVLVANIA , 4 'NO K000508 DEPARTMENT OF REVENUE ~ ".: , OFFICIAL RECEIPT. 'PENNSYLVANIA INHERITANCE AND ESTATE TAX I" ' , ill . 'II II = , k - TAX AT 6% TAX AT 15% ., \ RECEIVED . I FROM II ADDRESS Ronald Sponsler" RUlI8el L. SP9Jl!lr1.e~ , icier- 44 1f. Main St:net: ESTATE TAX DATE OF PAYMENT February 24, 1981 MARY M. SPONSLER CUlllberland ill m TOTAL TAX CREDIT 2,894.74 I I~ 144.74 LESS DISCOUNT PLUS % INTEREST (FROM TO_' 2,750.00 TOTAL AMOUNT PAID Mec:hanio.bul'9, Pa. 17055 '--ESTAi'EINli(iRMAi'iciN7D;~---4--i980------------ DATE OF DEATH ., 21-S0-780 FILE NUMBER NAME OF DECEDENT ~ COUNTY r----------------------------------------- i 'POSTMARK DATE \ joMARKS: .PAID Olf ACCOUN'l'" , , \r' , RECEIVED BY . ./ ///U!-/ e.~~~.J I Mary c.Slll ~ R8gbbtr of wills REGISTER OF WILLS \....-_--7 ____________________~_______._ PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides Ihat the fo!lowing persons shall prepare and file a return: a, The personal representative 01 the estate of the decedent as to property of the decedent administered by him and such additional properly which is or may be s'lbject to Inheritance Tax of which he/she shall have or acquire knowledge; b. The transferee of property upon the transfer 01 which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee ot property transferred in trust. provided thai no separate return need be made by the transferee of property included in the return of a pClsona! representative. 2. PLACE FOR FILING The return is to be filed in duplicate vdh the Register of Wills of tile county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" , . .any person who willfully faits to file a return or other report required of him, . .shall be personally liable, . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6%on transfers to !ineal 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 months alter 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 payable to the Register oj Wills of the county wherein the decedent resided and are received subject to the finat determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 St<ltute, be guil ty of a mi sdemeanor and, on convi ction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. , REV04,O EX. 13.80) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' (Instructions on Reverse Side) ESTATE OF ~U\RY M. SPONSLER ITEM NO. DESCRIPTION ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY 1 ALL those three certain lots situate in East Penns- bora Township, Cwnberland County, Pennsylvania, havin' erected thereon a one and one-half (l!:;) story frame dwelling known and numbered as 101 TI1ird Street, Sununerdale, more particularly described in Deed Book "V", Volume 20, Page 723. ",,,,...1'I-JO, i . ~'l Sale Price $35,000.00 TOTAL THIS PAGE $35,000.00 Js ~o. "O F1EY-.n2(1-1I01 COMMONWEAL TN OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSPER INHERITANCE TAX RESIPENT DECEDENT ESTATE OF SCHEDULE "C" TRANSFERS * NARY N. SPONSLER INSTRUCT!ONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred properly, , , . ITEM ESTIMATED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL Y) NONE NONE , TOTAL THIS PAGE NONE ^' . 49f(. " QUESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Ves" or "No".) No 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No" ,) -1ill.- 3. \I 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. Allidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No".) No a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No".) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which dces 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".) No b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No".) No 6. \I the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) No 8. Did decedent, at any time, transfer property, the bElleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) No 9. .\1 the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Ves" or "No".) .' SCHEDULE "0" BENEFICtARIES *, REV-453 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX REStOENT OECEOENT (lnstructiorlS Of! Reverse Side) estate of HARY ~\. SPONSLER BENEFICIARIES AND ADDRESSES RELATIONSHtP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Russel L. Sponsler Son Yes One-half (!,;) of the 111 Leonard Street residue per Item ~lal'vsville. PA 17053 Third (A) of said \~ill.. Ronald C. Sponsler Son Yes One-half cl,,) of the 1 nDU r.ood Hooe Road residue pel' Item - Mechanicsburg, PA 17055 Third CB) of said \~ill. ..-- - - ,- ---'-.- -' - ------.-- . 1--- - - The above beneficiaries are living at this time except for the following: DATE OF DEATH NAME i ! I , 1 I J I , INSTRUCTIONS FOR SHCEOULE "0" 1. List full names and addresses of all who have an interest in the estate either vested, contingent or other interest, 2. Indicate the beneficiary's relationship to the decedent, Specify if stepchildren or illegitimate children are involved. 3. Indicate "Yes" or "No" if the beneficiary survived the decedent. 4. Indicate the date of birth of the beneficiary if the interest is a life interest, term certain interest or a future interest. 5. Indicate the interest of the beneficiary in the decedent's estate. For example: Specific bequests of a diamond ring. savings bonds or cash of $5,OPO; bequest of 25% of residue; remainder interest; etc, 6. At the bottom of Schedule "0" state those beneficiaries who are not living at the time the return is being filed and include date of death. REV0454 (l.SO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER tNHERITANCE TAX RESIOENT DECEOENT SCHEDULE "E" JOINTLY OWNED PROPERTY ~. ~Tf (Instructions on Reverse Side) Estate of NARY ~1. SPONSLER I P I I TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET cE DECEDENT'S VALUATION NO. VALUE N INTEREST IOfficial Use Dilly) T NONE NONE . - TOTAL THIS PAGE NONE .'.A_ , JJTVf- v .. ,. 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. Ust real estate first. 1. Describe all real property as indicated in the instructions for Schedule" A". Describe all personal propertY as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co,owner (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c "" a n >- t'1 >- :::; z >- 0 0 a trl t:l - t'1 Cl n c a ...., z ::: z t'" 1'T1 ;;; Z :>:l >- 0 z 0 t'" Z Z 1'T1 ...., 1'T1 ...., I P P ...., -< trl t'1 - Vl Z 0 trl 0 ...., P ." i ." ;0:: ~ , > 0 I \ \ ...., .., - .., 0 5 " z c.. r::' .,. I I >- t'" '~.' . C'- l-:' I (..'. c.. \" .J C :'W ;::. --':(;;1 , CIl 1.._-. J;;:' I t'1 c,"" .- 0 .- --<0: co "'-.-J I Z w~ ,.... c::'" 0" "'" Dw.J :;; <><0) :s:; 'eu I ",- -,' -< -< ~ u'" ~5 1'T1 r:1 UJUJ .- 'ju I I 0:<>< SO >- >- u \ \ :>:l "" \ I File Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0780 REV.""" EX+ (HO) Date of Death December 4, 1980 II] Ori ginal o Supplemental o Remainder Estate Name Mary M. Sponsler Social Security Number 186-34-0063 REPORT OF INHERITANCE TAX APPRAISER I, the und,,"lgned duly appointed Inheritance Tax Appraiser In and far the County of Cumberland Pennlylvanla, do relpectfully report that I have appraised the real and personal property as reported In the foregoing retum at the valuttl let forth opposite each item in the last column to the right in Sthedules "A", "B", "C", and IIE" Dat.d: May 29, 1981 ii/1m' tl } Ift~ ll,}v j ) INHERITANCE TAX APPRAISER INVENTORY , Root Property (Schoduto A) S Perlonal Property (Schedule B) Jot.I.Held Proporty (Schodul. E) Transf.r. (Schedule C) TOTAL GROSS ASSETS L... D.bt. and Deduction. (SCHEDULE F) CLEAR VALUE DF ESTATE o Life Eltate o Annuity VALUE AS APPRAtSED ADJUSTMENTS CODE (HARRISBURG USE ON...V) REMAINDER APPRAISEMENT CODE 35 000 00 00+ 27 927 76 10+ none 2lH none 30+ 62.927 76 40- 9Z+ 93- RATE FACTOR PRtNCIPLE VALUE CODE FOR USE OF REGISTER ONL V T ox on $ CODE COMPUTATION OF TAX S $ $ $ 6% Tax on S 15% Tox on $ Tax on $ Tax on $ $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO S $ $ Lou Credits DATE OF PAYMENT AMOUNT PAID TAX CREDIT S $ INTEREST FROM BALANCE DUE ", ~ ~ ~ p: . <: z ~ ~ 0 >- >- ~ '" ;:l ...:I -=: - u z - 0 I:. I:. - 0 !;: ~ ci p: l.:.. l.:.. ... 0 '" 0 z c:i '" Vl >- ... c:i - ~ Z ~ ~ ... ~ Z z ::l c:i - c:i p: z ~ ~ z ::E z 0 ;:l U " ~ - ~ '" ~ 0 0 ..: z ~ - ~ U 0 ~ ...:I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: .....___. _..__,_......_,~l~ssel ~Sj?o,ns,leL' and ~to.na1~s...Spo.!1~~er------' ..-......'-- being duly _~~-,.. .._...._ accerding to law, depose, and "YI that theY_..l1re the ,-----.,.., ..-..-,,- _____-Ex.ecutol.S--..-'.... . ,...,_... _......" of the Estate of -1@.J:Y H. Snonsl.er late of East PennsbOL'o TO\~nship , Cumberland County, Pa., decoased and that the . ., . . Spans leI' With on 15 an Inventory made by ,Russel..L.-..Spons.ler......and Itonal.d_c....-, fhe saidJ..xJiLCutoL~- of the entire estate of said decedenl, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Invontory represent it's fair value as of the date of decedent's death. /.. /'l' jJ v./ ~. '" /1 LC7LdAL'-' .if........r/J "?e.e.'" - SW~ /O'"d,"b"';b'd,:I:~m.. \ i~~- 87.;/.",.-,- it' ~L'",v . l!!o.. LeopardStreet, ~larysville, PA 17053 lPll.-'J....G9..od H.gug..Road. Nechanicsburg,-.!'.~-F055 Addr.n'- CATHARINE E. nrllSUM, NOlARY PUBliC MECI!A. 'CSBURG BOROUGH CUMBLRLANO COUNTY ~Y COMMISSION EXPIRES FEB. 27, \982 05 ::0' - ::0,..., ('TIC') "" ~o- ...,";Cl' ::- .-iO -< ,..,m - '"'.;t::J - ,6 ,-n "n -0 .. .n '0,) ".'"r1 ':.' I. 2. 3. 4. (") n'- c::';j 19BO ct:;r. Year ~, .~. :;:J.... r-~ },..- INSTRUCTIONS 3~ ,-)-.~ An inventory must be filed within three months after appointment of perso"al representatl"~.~ A supplement inventory must be filed within thirty days of discovery of additional assets. . ,'i Additional sheels may be attached as to personalty or realty See Article IV, Fiduciaries Act of 1949. Date of Death q.th . December Month --'--- Day '" '''; ~ p:: 'iii '" c =-: .,. u ~I -d H >- " ..:1 I- w e11 ~ '" ~ '" ~ e '" 0 UJ .. " ~ CO I>. I- ..:1. e u " 0 0 VI "'I ,!:I " CXl t- I UJ w 0 '" >- I :r: '" SI tJl " '" " 0 l- I>. Ll. C I>. ..:1 c I- ...J ~ CO Z <( 0 0..., C '" .0: 0 I' Ll. ..J rn' OJ' I>. == I i W <( w 0...1 u '"' > 0 '" I ,;. S< <( N 1\ z i\ - Z 0 +-' c '" 0 " .; I' VI Z >0' tJl 0 . '" c;I U p:: z II UJ <( ~: "-11 ... ~ I>. -c c ....' .. ii - -;: '" 0 " ..:1 -" ." -" '" \! " E :z - ~ 0 .. " 0 rn -' U u: '" ~ "35 000100 I 11 Nal'ysville, II II II II Ii DATE OF DEATH VALUE 1\ I' I I I Inventory of the reol und personal astate of __~~y ~I~_~~P~NSLER, deceas"d. - - --- -- --- --- R~. ES;~~~;:.'~~~:,:~,:~~o;:::":: ~":;~i:; O:~:,::";~:::"'~~~i~~ T. one-half (l!;;) story frame d\~l'lling I<nOlYn and numbel'ed as lOl Third Street, Summerdale, more particu lar ly descr ibed in Deed Book "V", Volume 20, Page 723. TO'JY\L 1ID\L ES'JY\TE PERSONALlY 1. Checking Account No. 34-650-0, The First National Bank, Pennsylvania. Balance on date of death 2. The following Certificates of Deposit were issued by TIle First National Bank, Marysville, Pennsylvania, to Clarence L. Sponsler (predeceased husband) or ~Iary ~1. Sponsler (Decedent herein) : NUMBER AMOUNT ACCRUED INTEREST 5944 $1,000 $55.50 5963 1,000 50.33 5994 1,000 'f5.67 6048 1,000 35.67 6080 1,000 30.50 6097 1,000 25.67 6121 1,000 20.67 6141 1,000 15.50 6157 1,000 1.0.33 6175 1,000 5.67 6201 l,OOO .67 6367 2,OQO 26.67 6414 2,000 63.33 $l,055.50 l,050.33 l,01i5.67 l,035.67 1.,030.50 1.,025.67 l,020.67 l,015.50 l, OlD. 33 l,00S.67 l,000.67 2,026.67 2,063.33 Total 3. 4. 5. Net proceeds from public sale of household contents Pontiac sedan, 1976 model Return premium: Erie Insurance Group 6. Refund of Travelers checkS: American Express Company 7. 8. Refund: Capital Blue Cross Medical payment: Blue Shield 65 Special TOTAL PERSONAL 1Y RECAPITULATION TO'JY\L VALUE REAL ES'JY\TE TOTAL VALUE PERSONALlY TO'JY\L APPRAISED VALUE: $35,000.00 27,927.76 $62.927.76 I 7,884,78 i I \ I I 15,386r18 2'6841\ Lf5 1,800 00 82 00 LI.o\1 00 l8 35 32 00 $27,927 76 GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there isno spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. " '" c n ~ tTl :> ~ - :> 0 0 Vl 0 Z C) n c: 0 o-l z 3: z ". tTl [:1 ;>; Z '" ~ 9 - 9 " z Z tTl o-l r:1 Z 9 9 o-l -< Vl r:1 - tIl Z 0 Vl 0 o-l "rl ::ll 0 "rl ~ rr' ~ 0 '. , "fl u ' . )'~ - "fl <, C'o,. . . 0 .... (l. ....eo Z n u' ~..: C-l - U.. ~ c' - ~~ :> c. .;-'<l; t"' u..:W >- :;--J c: c" --'" tIl c::o; c:: ...::w 0(3 z: 'w [:1 ~"J ~l: 0 ~a: - l.u'" Z F> -IU ~ U -< -< r:1 r:1 ~ :> :> ;;::l ;;::l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column, 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or pai'd. 4, Enter the names of each payee. 5, provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. INFORMATION To insure proper credit 10 your account, thu name of tho estate and lito numbur should be clearlv print- ed on tho check or monoy order. This assossment is mado In accordance with Soction 70B of the Inheritance nod Estato Tolt Act of 1961 (72 P.S. ~ 2485,708). To Iho oxtent that inheritance tax is paid within three (31 months after the de8th of the decedent. a discount of live (5) percent is allowed (72 P.S. \ 2485,715). Inheritance Tax. other than lax on a future interest, is due at the data of tho decedent's death and becomes delinquent at tho expiration of nine (91 months after tho decedent's death (72 P.S. ~ 2485.7111. Inheritance TalC on a future interest is payable within three (31 months after the transfer lakes effect in possession and enjoyment and is delinquont thereafter 172 P.S. ~ 2485- 712). Calculate interest lrom the delinquent date shown on the face of this form to the date of actual payment using tho following intoresttable: ------------------------------- --- ------------- - - ------- -_._------- -- ------- , month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 B 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 dRYS .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 -- ------------------- -- - ---- - - - - - -- -- -- -- -- - --- --- - - - - - --------- ----..- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto wilhin sixty (601 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 to the address listed below: ..--_ . _ ~_ ~ or-" d"'V'1\6HX' . ' \\1:<'''::''. .. COMMONWEALTH OF PENNSVLVANIA 4 NO, ," ' DEPARTMENT OF REVENUE ,:,129590 O'FlCIAL REC"". PENNSVLVANIA INKERITANCE AND ESTAT< TAX \ ,," '. ; II a ~~\ RECEIVED I FROM '... , \ t 'ADDRESS \ I TAX AT 6% TAX AT 15% au...1 L. span. leX cone 'C, a e 44 w. Main stx.et iT/lXAT_% Clter ESTATETAX 529.14 MechanicebUJ:9, pa. 17055 TOTAL TAX CREDIT .--esTATEINFOliMATiON:-D-::;:---4---1-9-a-o----------- DATE OF DEATH ....., LESS DISCOUNT PLUS % INTEREST (FROM TO_I 529.14 FILE NUMBER 21-80-780 June 15. 1981 m m TOTAL AMOUNT PAID DATE OF PAYMENT MARY M. SPONSLER cUll\b8'C1and NAME OF DECEDENT -------------------------------------------- COUNTY 'pOSTMARK DATE 'REMARKS: -PAID IN rULL- I~ RECEIVED BY SEAL \ REGISTER OF WILLS -----~------------------------- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' TO:'::;';'i:a(.,"/w :7JL/xu:d., ",'1 . FilE NO. I(Ji~ /..-; /'/)/ ..,~; , / /./. ;. /.'/tf j'.;J., 1/ ';,'; /~;t1- /)lIJ COUNTY :' ./t,/;,./'1...1/~/?/A ,( ,'_. <., jL/j'kO DATE OF DEATH .." d,.,JI,',.(/-......... '/' / " - COUNTY FilE NO: -/ . // ..--;.,') ,,;,- . L~// -- //.~t DATE pl. /v '?/J.:U.,:.J ,".I-'~' t: /~' ./i 17/ / 1'.1 /; .- A., .., ,1 . .. .,' 1/' ," ;.. A . ..'I~'['" "'/L<J~ (.,'/'/ 'f (/ :A:.1 eJ, I, ~/ ESTATE ....' ./rt ,. /,.,/', -.. ~ ". /(/ -~ ./ - Appraised Value of Estate: Real Estate $ + Personal Property Jointly Hetd Proper1ylTranslers + $ TOlal Gross Estate Totel Approved Deductions $ Clear Vatue 01 Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount Taxabte @ 6% Rate $ taK due $ Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s !J~ 9. /-/ * * * * .. .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAtD DISCOUNT tNTEREST TAX CREDIT $ t..'-':2,/. )y (p, !!J-' ff; $ !;J:;J'1 /./ + $ $ = + = + = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is ,.-7;j -/;~ 2!Jt.- / BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE . I Assessed by: .:.--~/ ~'/t~~" &; See Informallon on Reverse Side AQenllOrj. ___~mmt(' ~Ith~ /I...j/'Z-,j....& "C-) t~~ U~)I[ d _J! .d!-l ~ ____ ____._.___.__~ ...___ __..________4__'_ INFORMATION To insure propur credit to your accounl, the nAme of tho estato and file number should be clearly print- ed on tho check or money order. This assessment is made in accordance with Section 708 of tho Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485,708). To the extent that inheritance tax is paid within three (3) months after tho death of the decedent. a discount of live (51 percent is allowed (72 P.S. ~ 2485.716). Inheritance Tax. other than tax on a future interest, is duo at the dale of the decedent's death and becomes delinquent at the expiration of nine 19} months after the decedent's death (72 P.S. 9 2485-711). Inheritance Tax on a future interest is payable within three 13) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485- 712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using tho following interest table: ---------..----------- ---------- -- - ---------- --- - - - -- - -- - -- ----- --- -- - - - -- -- 1 mont,", .005 4 months .020 7 months .035 10 months ,050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months ,030 9 months .045 '2 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 representativl3, 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 172 P.S. S 2485,10011. Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: