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Home My WebLink About80-00787 ., --:-. -t ':"I~t >< , <- 1 ~ ~ fz1 ~ ... 0 ~ >< Ul <ll ~ Q ~ ~ ~ ~ ~ . 7. ~~ . , ~ ~ " 1 ~ ~ " , . 0 u . , " ...t:; ~ ~ Q ~ fz1 " . . te) ": i:-t to ~ ~ . o ~ <-r-==f 0.... . o . . . 1ft '~ > ~ ... < oll. ~,J jUl x !l: ..i ~ 0 .. ~ ~t f:l 0 ~ <,' ... 1i . ~ S I'iI 0 ~ t~r ~ ~ u ~ , I ~ ...... ,. . ., .. i . . " ARNOI.D, SI.IKE & HAnEY ^'n(m.~[\'s "1' 1."\\' 1109 NAaK1!T stun CANP 1t1L&.. PllNNn'LVANIA 17011 , . \ , . . " LAST WILL AND TESTAMENT OF EDNA V. DONALDSON I, EDNA V. DONALDSON of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and my funeral expenses out of my estate as soon as may be practicable after my death. II - I devise and bequeath one-half of the residue of my estate unto Dauphin Deposit Trust company, IN TRUST, for the following uses and purposes: A. My trustee shall invest and reinvest the cor- pus and use the income therefrom for the health, welfare, main- tenance and support of my brother, J. Howard Reinecker. B. Upon the death of my said brother, I direct that my trustee shall pay the sum of $1,500 to Richard Little, Little Funeral Home, for the funeral of my brother. Should the said Richard Little not be able to provide funeral services for my brother at that time, then I direct that said sum shall be paid to the funeral director of my trustee's choice for said pur- pose. The balance of the trust fund shall be divided between Trinity Evangelical Lutheran Church, Camp Hill, Pennsylvania, and Lutheran Social Services, Camp Hill, Pennsylvania. III - I devise and bequeath the other one-half of the residue of my estate in equal shares to Trinity Evangelical Lutheran Church, Camp Hill, Pennsylvania, and Lutheran Social Services, Camp Hill, Pennsylvania. cr;,i<.u( QI ~?fili4--t->1' Page 1 ARNOI.O. SUKE lit "AYI.EY ^TIORSU'S ^,. L^\\' JIll')NAUn'S11IrllT CAw" IJILl.. PI\NN5Yl.VANIA 17011 . . . '. .' IV - It is my expressed desire that my trustee named herein attempt to have my brother, J. Howard Reinecker, admitted to Green Acres, the Adams County Home. In the event my trustee is unable to have him admitted to Green Acres, then it shall try to have him admitted to Claremont Farms, the Cumberland County Home. V - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives shall have the absolute power in its discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. VI - I nominate, constitute and appoint Dauphin Deposit Trust Company, Lemoyne, Pennsylvania, as the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I this, the ..2 r ck day of have hereunto set my hand and seal on ;/(evr-d , 1973. ,(0 L ,.,'~ ,-, " .J~,.-7'I o ( ~_.<( v', /.:;;.1-P-/l ~v . I # Edna V. Donaldson (SEAL) Signed, sealed, published and declared by EDNA V. DONALDSON, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. 4 -df:~ Address' P. ~ ~ 9/..:d , ~ ~ Address Name 9#. ~ Name Page 2 " -~' <;-l~t >< . :- t ~ ~ f>l t-l ~ ~ >< s Ul ~ ~ Q to ~ ~ ~ ~ ~ ~ ~ '~ ell ~ h ~ to ~ ~ . ' U ~ h .. ..i::; ~ ~ Q ;: f>l to ~ ~ te> :i:-t to · ill ~ o ~ <; Ie..::: f o .... ~ . ~ . . ~ > ~ t-l < dtl, ~ jf/l X !l: ..r ""l ~ 0 ~ ~ ~~ A 0 :;J <, ' t-l 1i . f~~t\ fe ~ 0 ~ ~ u .: , , J .. .' ~ " ... , , . . '. PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate 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 to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acquire 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 that no separate return need be made by the transferee of property 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 the 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 fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES 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 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 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 lAX 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 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 person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, 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. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA-40.lndividuallncome Tax Return. , ,\ ~. , :i ir " II Ii r: \1 rl " ;1 " " il II II \i " :: " !i I; rl " " ., Ii 11 \1 I, " i: .' n 11 i, I' Ir 1\ I' ,I 'I I, .' !I II I, Ii 'Ii ,I II _..11 , . . / I ,I '" . , ( c '" LAST WILL AND TESTAMENT OF EDNA V. DONALDSON I I EDNA V. DOl'iALDSON of LO\'ler All~n r.co1.,.,nship, Cum.ber~.~~;,d County I I!e:nnsylvul'lia, declare this t.o be my Last Will and ?c~;ta- men~, hereby ~evoking any will previously made by me. I - I direct the payment of all my just debts and my funeral expenses o~t of my estate as soon as may be practicable ; after my death. i II - I devise and bequeath one-half of the residue of my es~ate unto Dauphin Deposit Trust Company, IN TRUST, for the following uses and purposes: A. I I welfa~~I_main~ I ! My trustee shall invest and reinvest the cor- pus and use the i~c::s>~~.1;.h~J;~J;J;9.m_;C?.f.t:he health, .. w .:J r' II II '\ , , IV _ It is my expressed desire that my trustee named .. ~dmi 'tt.co. r, 1\ herein attempt t.o have my brO'.o!'lCr, J. I1m/ard Reineclwr, \\ 1\ I \1 il I II 1\ \1 II \1 II ,I r II II 'j \1 \' ,I Ii !; r II i\ ii I' Ii " ., I' " " I; h " " " " " " " " " I' " Ii Ii " r Ii Ii 'I I, Ii Ii II 'I I. ,I " to Green Acres, the Adams county Home. In the event my trust.ee is unable to have him admitted to Green Acres, then it shall try to have him admit.ted to Claremont Farms, the Cumberland County Home. V _ All taxes that may be assessed in consequence of my death of ,~hatever nature anCi by.\~hatever jurisdiction im?osec. shall be considered a part of the expense of the adrr~nist.ration of my estate, and my personal representative or representatives shall have the absolute power in its discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. VI _ I nominate, constitute and appoint Dauphin Deposit! , Trust. Company, Lemoyne, Pennsylvania, as the Executor of this, my Last Will and Test.ament. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ': ,,-/.: i' ._-... /:'1._:- , 1973. :.'./:. day of '-"'~ ". /~....,.;: "i J..:. (SEAL) '/i. . . ~ Edna V. Donaldson S~sned, sealed, published and declared by EDNA V. DONF~DSON, Tes-: tat~ix therein named, on this and one (1) other sheet of ?a?e~ . as &ud for her Last Will anc Testament in our presence, wno, ~n her presence, at. her request and in the presence of each other, have hereunto subscribed our na~es as attesting witnesses. ,..' ,.' ............ ' . ., ~~~,.. 1 ,,.'. . '.(.'.,""! d' / ./':i _(./ t. Address " /1;;, " ," I .."-..t,~. _."/: ../~:;/ '. _.-.:: ---:.---.<.. - : .,~' ( ) (.. , . Name .\tl;"l;OI.D. Si n:j: .'< li^ Yl.l,\' ./ ' P~f-? V at..(1 Uf/ ~.(f--;1' Address . C),lt ,-a/J. /...'i,.;~,-, !'lx-.le ..;.:I..,:..n....\...l,.\\.. :1'" ..,~It..:.., 1~11:r IA",.,.,II..I",Nfh\'I.l'A",.,IoIWI: Q~_J'_ , ~,4. '''. ..' .'~ ":-~:~:;\7~':'~' .. .;1 ,-,...... ~.". l :.......1 Page 2 "-""-J.~(;;;:,~;.j' . rF~ ;u-U - C!-tL,A.:uR, ~~":-".~:.- ::.:':<,~ji:"'-::';d.;;~.' J .JwdG \ ctw-VU- 't- A-e 11 tR ce': :''''~!''':~.''''''- IJ'A'o.-v.. 't07~ w~ :P;;:.:r,;:1 Ctu~ I )f CJV'M(}'-lfl/; v1' 0. . / 7 3 '11'1, ~ ~JUtv- ~l ~~ 'f- ~ ~k-~"ti ~~ ~tcL1l dLJ11-0V-<~~ tJL A;.vJ!.Ml ~1 )'1uv,1, ~tik ~KL<jUJvI /.3 J-j ~ zJ,~l->>') '1IMUtV"tIV) PO, 17.3 3J, J- ~~,~ O~I Ju~~ ~ ~ft5:U< tf{ ;t;/u.. ~ol t~~ j1A-c/[w ./--Vitk '>>u. ~-vt/l', ~/l. y. 1U-d- -;CO c~rv't f2~/~~ /3::J.. r e, II J,"t'l.lJvf- xlh) y/t.Vl'l.-""~ ~, /733/ "";",,.,.~,.'.. J ~Cj ~~) ,~~u. 'j- ~ ~:J::I{ ~ . . nVk;, ~~ uI~ S.j-~J f~1 Q)~~.ti"7A.r,,\)'1If' d ~ d o~ If r~ A d-/r..~ IV! t.t-~:C-~ ~ 071 ~ ................ ~f1~;;!!:::~~e:::itc. v;::~~ b7\ ~;,r ;r-u~ ~~) ~ .n A'~ /e.t'-A/f,1:J :"71 )iIL~_ ~-v,J 0..1-, r -- . '(/rHJl.)' - or "'i:~' ..;.I.i.";.j ~:';':~t..~. ~:; ( .-- .-- , . ........;<. ...... . "I' . ,',,' " '- , . ' , ';A' ,;.:..:,.;.:.'":-,...;,:";~,:""":;,,,,...,~ ,,:.,if..,.........;.. ;,1\,';;.f,":" ........ """'; "-~...,,.:..._;. ,--<>....'.,.,,,...,, .......;..'.. ..- ;.......c.",'.:,..,;~""";...,.!>i~.~...';;,.;,;,::,;~.~.... ...... . .:':'.::'~;::.-"--",-,,,,,,,,,.,,--_._,--_. . ~-......-_........_---......__."_. REV....5t EXt Ca-eo) Ca/AMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of Fnnn v nnnAln~nn ITEM 1'10. UNIT VALUE :DESCRIPTION ., CASH AND CASH ITEMS: Cash from Holy Spirit Hospital Cash found with Personal Effects Refund from the Patriot and Evening News - Can- cellation of services Refund Safety Refund Cross from Dauphin Deposit Bank and Trust Compan - Deposit Box on Medical Insurance from Capital Blue Refund on cancellation of Union Fidelity Medical Insurance Policy Refund from Bell Telephone Adjustment from sale of Real Estate on City, County and School Taxes Proceeds of sale of postage stamps found in house 1979 Inflation Di vidend check from the Common- wealth of Pennsylvania Dauphin Deposit Bank and Trust Company, Checking Account #28-785444 Dauphin Deposit Bank and Trust Company, 5% Saving Account #01-7-2217-4 Accrued interest Dauphin Deposit Bank and Trust Company, 5% Saving Account #13-7-0627-6 Accrued interest $12,000. Dauphin Deposit Bank and Trust Company, 7.25% Investment Income Certificate due 4/21/83 #13-03-729814 Accrued interest $ 3,000. Dauphin Deposit Bank and Trust Company, 7.25% Investment Income Certificate due 6/30/83 #13-03-729829 Accrued interest MISCELLANEOUS: 1966 Chevrolet Sedan - Sale price Household Effects - Sale price TOTAL $ If additional space is necessary, use 8l2" x 11" sheets. ~ .~ ~.~Thfl ,.,~\~,.~ "'J'\~~~.' \~t:'i.!:.f~~..t> ESTIMATED MARKET VALUE $ 59.00 6.52 30.31 1.84 43.35 312.00 7.89 439.19 2.55 40.00 1,049.65 13,404.15 332.34 8,739.95 201. 05 12,000.00 92.18 3,000.00 143.42 502.00 4,395.05 44,802.44 DEPARTMENT VALUATION (OFFICIAL USE ONL YI ...;'; 'j'O.z. .<J'I .JS . REV--..!l1 EX+ (fI-eO) COl'MONWEAL TH OF PENNSYL VA~IA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY ~ ~'~'N~ .J~~.. , ..~.~,.. ..~'9 ~ - ~fo ;. ~,'.f:~~j~~" (Instructions on Reverse Sidel Estate of Edna V. Donaldson ITEM NO. PESCRIPTlON UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL YI ; MISCELLANEOUS: Household Effects - Appraised Value $ 505.00 TOT AL 505.00 ~ t7 ,f: tH) A,g 8"" x 11" sheels. If odditionol spoce is necessary. use 12 '. QUESTIONS CONCERNING PROPERTY 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 "Yes" 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 "Yes" or "No".) ..lill.- 3. If the answer to one or two above is "Yes" 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 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 "Yes" 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 "Yes" or "No".) b. What was the transferee's age at time of decedent's death? 5. Dip 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 does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) NO b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) NO 6. If the answer to rive b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and 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 cafe of transferor? (Answer "Yes" or "No".) NO 8. Did decedent, at any time, transfer property, the bEneficial 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 "Yes" or "No".) NO 9. If the answer to eight above is "Yes," wa~ the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedimt and others ( ). REV-453 EX+ (l0.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "0" BENEFICIARIES ~ ~" , ~, r~." -/1 ' ,-,". c-t?~:~~t. (Instructions on Reverse Side) Estate of Edna V. Donaldson BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH .~ Do< . .1. ... . Brother No Deceased , ,1 "'theran N/A N/A N/A 1/2 Share of Residue ~nnn " f'nmn l1i II pennsv1vania 17011 T ...ho~.n ,,^~<., - N/A N/A N/A 1/2 Share of Residue 2~~1 Mn~ket Street Camn Hill Pennsv1vania 17011 Mrs. Chester Reinecker Yes Kitchen Cabinet 1329 East Walnut Street U.nnver pennsv1vania 17331 "e<necker Yes Old fashioned Rocker "00 ~__~ .~ ~.~nn' with woven back and Hanover Pennsv1vania 17331 seat Mrs. Dorothv Wilson Yes Two Maj olica Vases 55 Sheffield Place Two Majolica pitcher, Vincentown New Jersev 08088 covered glass dish pink lamp Mrs. Judy Smith Yes Pink quilted satin Puckev Drive Cracker Jar, rayo peekski11 New York '10566 lamp The above beneficiaries were living at the time of the decedent's death except for the following: NAME DATE OF DEATH J. Howard Reinecker August 14, 1978 If additional space is necessary. use 8'h" x 1'" sheets. C.llMMONWEAL TH OF PEN~ISYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY REV-4!14 '.!:x+ (s-eOI (Instructions on Reverse Side) Estate of Edna V Donaldson . . I P I I TOTAL E VALUE OF DEPARTMENT ITEM DESCRiPtiON MARKET RC DECEDENT'S VALUATION HO. 0 VALUE E INTEREST (OFFICIAL USE ONL YI NT IINone" - " TOTAL /l~~ ,.A'\.-t~ . . I" " '8 If add,IIono\ space ,s necessary, use B~ x 11 sheets. AI I \ I I \ i \ \ 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[s] and the date the joint ownership was established. , 2. Indicate the total market vatue of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. , ': t'" '<l 0 C"1 ~ rrJ ~ :E Z >- 0 0 Vl - rrJ C1 C"1 c::: 0 --l Z ::: Z t'" rrJ ~ Z :;<l ~ !=' - !=' t'" Z Z rrJ --l rrJ Z !=' !=' --l ><: Vl rrJ - Vl Z 0 Vl 0 -i !=' ":l ":l :;<l 1:'- U", ~ ~. n n w t>l - '. >. 0 ,.1; . c: " 00 '" ~) c- fl.;:: g. a ..... ::l Z ~: .~ '0 '" " I... ~r.." III l,;.. \C ."1....p t1 ;:I: C> <: C)~, N 'r;- ..... .... III u....;f. " ..... rt I..sL.. !=" ",...I ::l ..... rt '5 c~ 0'" '" . 0:: c.", ;0; ,w "' r 0- ...,'" :c~ '" cr ....w ""- il> a::'" - w'" !P -'u u ..... ><: ><: .... r rrJ rrJ 0 >- ~ ..... ..... :;<l REY-484 EX+ (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0787 Ii] Original o Supplemental o Remainder I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~r1~ Pennsylvania, do respectfully report that I hove appraised the real and personal property as reporte in t e oregoing return at the values let forth opposite each item in the last column to the right in S dules" A", "Bit, "e", and "E" File Number Estate Name Fnna V. rona1ds0I1 Date of Death November 28, 1980 Social Security Number 166-5~6 REPORT OF INHERITANCE TAX APPRAISER Dated: October 26, 1981 INVENTORY 'N ADJUSTMENTS VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) S 67 000 00 00+ 45 307 44 '0+ NONE 20+ 30+ 112 307 44 40- RIal Proporty (Schldull A) Peuonal Property (Schedul. 8) Jalnt.Held Prap"rty (Schldull E) T",ns/II. (Schldull C) TOTAL GROSS ASSETS Leu D.bt, and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity RATE FACTOR PRINCI PLE FOR USE OF REGISTER ONLY Tax an $ CODE 6% T ax on $ 15% Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAl. TAX INTEREST FROM BALANCE TO Less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S + S S = + = BALANCE s INTEREST FROM BALANCE DU E TO REMAINDER APPRAISEMENT CODE 92+ 9:1- VALUE CODE COMPUTATION OF TAX $ S $ $ $ $ $ $ TAX CREDIT $ REV-457 EXt C7-eol ~ 'I~. ~...:K,,;".. '.'''~ '",.r. "'.~j."'-.:.:..' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERIT.NCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT o SUPPLEMENTAL File No. 21-80-0787 County CI.I1ilerland Date of Death NoveI1tJer 28, 1980 In the eyent that any future Interest In this estate Is transferrod In possession or enloyment to collatoral holrl of the docodent aftor the o)lplratlon of any oltato for lIfo or for yeors, tho Commonwealth heroby oxpressly reserves tho rCght to appraln and auess transler Inheritance taxes at the lawful collotoral rote on anv luch future Interolt. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH I r 1. I I 2. I 3. [4. [ I I , I I ASSET SUMMARY 67.000.00 45.307.44 tQoIE NJNE: DEPARTMENT'S APPRAISED VALUE Total Real Property - 5CH. "A" . . . . .. $ Total Personal Property - 5CH. "8". . . . $ Total Jointly Owned Property - 5CH. "E" $ Total Transfers - 5CH. "C", . ,', . . ,. $ Unreported $ Unreported $ Unreported $ Unreported $ $ $ $ $ $ 67,000.00 45,307.44 tQoIE tQoIE LIFE ESTATE DANNUITY TOTAL GROSS ASSETS DREMAINDER 112,307.44 TOTAL VALUE $ I do hereby certify that the above appraisement is made in conformit with Pennsylvania law and has been filed this day with the Register of Wills. Octdber 26, 1981 DATE i , i I L I I [ l f f f r f ~ J I ~ ~ ~ z ~ ~ 0 :>- :>- Iol ~ <Il ;l l ...l - Eo< 0 - ~ ~ z Z Eo< Eo< ~ z l ...l 0 - 0 ;:; ~ z ~ ~ ;:;; 0 ;l U l.:l ~ ...l Z Z z I - ~ V'l ~ 8 0 ~ ::: ~ Cl :l [ t i I r I , , I I l i . COMMONWEALTH Of PENNSYLVANIA COUNTY OF CUMBERLAND I. J 55: l.-<Miss)-E.-Lopez._TruSLOffieeLof. -Dauphin.. Deposit-!lm1k-and 1'~,,~t -Company bDing duly -BWOnL-- ~__._._ according to law, deposes and says that lill .tJ1J~y_atlLtJle ____Exeeutor..-....---..----.-'.m.- of the EstatD of ---Enna V. Donn1nson latD of _ Lo\~er. Allen Township ___._._ __, CumbDrland County, Pa., deceased and that the 'th" . t d b them th 'd Execu tor WI In IS an Inven ory ma c y ~____'___'___'__ I e Sl.ll of the entire DstatD of said decedent, consisting of all the personal proputy and rDal DstatD, eXcDpt rDal DstatD outsidD tho Commonwealth of Pennsylvania, and that the figures opposite each itDm of tho InvDntory represent it's fair value as of tho datD of decode nt's death. Dauphin Deposit Bank and Trust Company, Executor of the Esta~ of Edna V. Donaldson and subscribed beforD me, . /) - ./' ~: ~ .}./' Trust Officer Executor. ~..U\tt~J< 19 P. O. Box 2961 -HarrisILw:g..-E.ennsy1vnn in 17100; Addr.ss Date of Death ___--6..l!.th Day November Month 1980 Vear INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal representative. 2, A supplement inventory must be filDd within thirty days of discovery of additional a..ets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. n ("')r- s:~ ..;..~ tn, ~o ..'~ "" ~;,) .1:';-.: -,;-.::-.. '.:..J::. ~~ ~/. ""I 00 ;o~ ~ "'n ~ ~o t...,:::O ::-: ..0 :':'" N ;'::J 0\ '::., " -0 , ~ "; j,;, .. ...; I J I >- 61 ~I "" .. I- w ~ ~ ~ "" I- ~I .. w 0( 0 " 0.. I- '" u .. al 0 VI " .>t 0 C '" >- w "" w ", " " 'M .. ...... I 0.. 81 ~ 0.. .-i c I- ..J LL .. Ul ~ Z 0( 0 I ~, 0.. 0 LL ..J .:l: W 0 0( w " ,..I ,;. "'< > Z "" :>1 - z 0 all c " C ~I ~ 0 VI Z ~ 0 .J:: "" ",,' U 0 Z w 0( "" o-l[ ... ..., 0.. I "" ! c .. - -;: 0 " .D "" .... .. E - .! 0 .. ~ 0 ..J U u: '" , Inventory of the real and personal estate of Edna V. Donaldson deceased CASH AND CASH ITEMS: I 1 j Cash from Holy Spirit Hospital Cash found with Personal Effects Refund from the Patriot and Evening News - Cancellation of services Refund from Dauphin Deposit Bank and Trust Company - Safety Deposit Box Refund on Medical Insurance - Capital Blue Cross Refund on Cancellation of Union Fidelity Medical Insurance Policy Refund from Bell Telephone Proceeds of sale of postage stamps found in home Adjustment from sale of Real Estate on City, County and School Taxes 1979 Inflation Dividend from the Commonwealth of Pennsylvania Dauphin Deposit Bank and Trust Company, Checking Account #28-785444 Dauphin Deposit Bank and Trust Company, 5% Savings Account #01-7-2217-4 Accrued interest Dauphin Deposit Bank and Trust Company, 5% Savings Account #13-7-0627-6 Accrued interest 59 00 6 52 30 31 1 84 43 35 312 00 7 89 2 55 439 19 40 00 1,049 65 13,404 15 332 34 8,739 95 201 05 $12,000. Dauphin Deposit Bank and Trust Company, 7.25% Investment Income Certificate due 4/21/83 #13-03-729814 Accrued interest $ 3,000. Dauphin Deposit Bank and Trust Company, 7.25% Investment Income Certificate due 6/30/83 #13-03-729829 Accrued interest 12,000 00 92 18 3,000 00 143 42 MISCELLANEOUS: 1966 Chevrolet Sedan - Sale price Household Effects - Sale price Household Effects - Appraised value 502 00 4,395 05 505 00 REAL ESTATE: Property known and Numbered as 3816 Gettysburg Road, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, more fully described in Deed, dated 10/24/34 between David Landis and Mary Landis, his wife and Norman J. Donaldson and Edna V. Donaldson, his wife. Recorded in Cumberland County Deed Book M, Volume II, Page 189 on 10/25/34 - Sale price 67 000 00 TOTAL $112 307 44 \ APPLICATION FOR CHARIT ABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX COMMONWr:/\LTlt or I)U~N5vLvr.Nt^ DCPI\RTMENT 01" HE-VENUe _ _ _ _(ACI of May 23, 1956, P,L. 175"', gl,d Act of JUllI~ 15, 1961. BUIH::AU or- FIELD OIlEUATIOI'o!5 P.L. 373, as Clmendl'ldl Applica1ion is hereby filed fot the approval of an exemption from Pennsylvania TronsfN Inheritance Tax on the transfer of the property described below: 1. Buteau File ;: '" ' ,-' ~J </1 ~'1I-:jJ - -;,) . . .._-- ~---_.__._--- 2. Date of Deuth _ November 28, 1980 : ::::::::::::~,;!':1'::!:,.:LL5'f I 5. The Commonwealth'. apprai.ed value 01 the property far ",hich an exemption i. claimed IS S Residue (Note: Where the praporty i. athor than a specified amount 01 cash. the exemption cannot be approved until the value of the praporty has bean established by appraisal by the Cammanweolth. except in those cases where the amount 01 the gilt or bequest represents a slated fractional or percentage portion of the entire e.tote or the entire re.idue. In those co.es enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy 01 the document authari.ing the transler, unless such material has been previously filed. WILL 1/; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (II ather, exploin) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME Lutheran Social Services Interest: 1/2 Share of Residue ADDRESS 2331 Market Street, Camp Hill, Pennsylvania 17011 IX] See listing on reverse side for additional charitable organizations covered. 8. I certify thot the information contained herein is, to the best of my knowledge and belief, true and correct. Dauphin Deposit )lank and Trust Company, Executor of the Estate of Edna V.,D~l~~~rt Signature 01 Applicant~: -\2 \.. ~;:".? Address 01 Appl icant P. O. Box 2961, Harrisburg, Pennsylvania 17105 I , ! I I I I \ , ! i , ',jJ} ~.// ~ 4~Si9 ttO 01 ~e9 .ter of Wills) (;d,{4J;Mdd4C,L-- ~~tA~ /ffi ! - f(Date 01 Approval) . This lorm must bo completed in triplicate and all three copies delivered to the Register 01 Wills lor the County in which the decedent resided, or in which letters were issued lor a non-resident decedent'. estate. II the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Will., deliver all three copies to the Director, Bureau 01 Field Operations. Penna. Department 01 Revenue. P.O. Box 2970. Harrisburg, Pa. 17105. Official Title Trust Officer Date K//~/tl I 00 not write below this line. For Official Use Only APPROVED: For the Secretary 01 Revenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue Denied' 0 (Initials of Register 01 VIi lis) . (Authori.ed Signature) (County) (Title) (Date 01 Referral) (Date 01 Action) ~ See reverse side for reasons --- MUST BE FILED IN TRIPLICATE REV-4~~ EX" t3.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS --_.- ------ ~ ..--- -.-.. Estate of Edna V. DOllllldsOIl Dale of Death 11 /28/80 File No.2] -80-787 WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: Claimant Adationship 10 Dl'u~cl(~nt Claimant's Address at time of D!!cedent's Deatll i ITEM DATE NAME OF PA VEE REMARKS AMOUNT , NO. h, = Narv C. ReI! is ter 1 ec. 1 Le"is of \Hll, Letters Testamentarv and Short r.pr"U' ~n.no I. M. nn 2 1 Nrs. Pat Griffon Reimbursement for Personal Items 10.48 3 2' Cumberland La" Journal Cost of Advertising and Proof of . Publication 18.00 4 .M 2 June H. Hiller Hitness fee 10.00 5 an. 11 Kelly Company Fuel Oil 132.48 6 2' Bell of Pennsylvania Telephone service 15.68 7 2 Pennsylvania Power and LiQht Co. Electric service 26.91 8 2' Lenkerbrook Farms Nilk Deliverv 6.00 9 2' Wilbur N. Hacivor and Son Car Insurance $ 87.00 Insurance Less: Refund on cancella- tion 50.00 37.00 10 22 Lower ,Ulen Townshio Sewer and refuse service 50.50 11 23 Bell of Pennsylvania Teleohone service 6.79 12 Feb 2 Pyrofax Gas Corooration Gas service 24.30 13 5 Nvers-Hall Funeral Home Funeral exoenses 2.097.00 ,,, , pnnnsu'v.nia Power and Linht Co. Electric service 2.64 l~ 6 Kell v Comnan" Fuel Oil 190.32 16 10 National Flood Insurance Compan' F'lood Insurance 63.00 , 17 11 Bell of Pennsylvania Telephone service 6.79 , 'A 11 ('nnon' ; . Hater Co. p"ter ser"i~" Q.40 ,Q I M"_ , n M...._ Rpnl r.o...n "'0" A1 n? . TOTAL I 2 nOl, " . I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts. funeral expenses and expenses of administration submitted to the estate as de~CtiOns for Inheritance Tax purposes. Dauphin Deposit Bank and Trust Company, Execu1:.ol"')of._ ,,, Estate of Edna V. Donald,!ol' By:'!' -'(, ,...1 ./ g IIV/,\'I l.u~L SIGNATURE oF- FIDUCIARY or [1(,;~[" dATE' OFFICIAL USE ONLY "'!.:Fpj).rc -1.59~ DEBTS AND DEDUCTIONS ,HE ALLOWED IN THE SUM OF S .,-21 .e3tj-: '15 AT (;f:;L,;, (!;'}Ahi:f-. % TAX RATE / ~. e.. A .uJ REGIST~L5 t9J/aty //-/t,. -/1 DATE ~ GENERAL INHERITANCE TAX INFORMATION Unsatlslied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the C05t 01 administration, attorney fees, fiduciary fees, funeral and burial expenses Including the cost of 0 burial lot, tombstone or grove marker and other related burial expenses. All debts being claimed against on estate ore subject to the approvol of the Register of Wills with whom the Inheritonce Tox Return is filed. Evidence ,to support the decedent's or the estate's liability for the debts being c10imed should be attached to thi s schedule. A family exemption may be claimed by 0 spouse of 0 decedent who died domiciled In Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who Is 0 member of the some household con claim the exemption. In the event there is no such spouse or child, the eXllmption con be claimed by o parent or parents who ore members of the some household os the decedent. The family exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate Lows. NOTE: Compensation paid to on estate representative; namely, on executor or administrator, for services performed in administering on estate is reportable for Pennsylvania Income Tax purposes. This taxable income ..j item should be reported on form PA.40.lndividuallncome Tax Return. t'"' 'd 0 ('l ~ t'l ~ ~ z >- a a Ul Cl ('l c: tl g z 3: z ~ t'l t'l ;.; Z :>:I 9 - 9 z Z t'l ..., t'l Z 9 ..., 0<: Ul t'l - 9 Ul z a Ul a ..., . .." :>:I 9 .." ~ ' , ~ \. ~ '-.' .- - '- 0-_ Ili- a . t.; n n w <~f c '" Z -0 g. ;3 N ::':c.r '0 g:~ '" ji.~J ~ -'" ... '" \ auJ I-' ,.... c/o: cr; ~co '" I-' c; n:.1: " I-' ...., :0> c- . a: ~ 'ju ClO 'd . U :>> en 0<: 0<: I-' ..., " t'l trl 0 ~ ~ I-' I-' INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's nome, 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 dote on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide 0 brie\ 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. IF ADDITIONAL SPACE IS NECESSARY USE aw' x 11" SHEETS. ... REV<45~ EX"- 13.801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS : ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. : 20 tar. 5 Pennsylvania Power and LiQht Co. Electric service 4.86 i 21 10 Daunhin Denosit Bank and Trus t ReimbHrsemen. 'n~ ~..nH "".0 "0"0 o 07 ! Comoanv 22 11 Diebold Incoroorated DrillinQ costs for Safe Denosit Box 62.0;0 23 12 Bell of Pennsylvania Telenhone service 6.79 24 13 Dauohin Deoosit Bank and Trust Reimbursement for duolicate key .96 Como an v 25 16 Kellv Comnanv Fuel Oil 2l1.~R 26 ,nril 3 Pennsylvania Power and Lipht Co. Electri~ serviN> " QO 17 ~ 1 n...o~ ^ 1 , on ~o...o~ on~ 'in 'in 28 13 Brickers Auction House Commission on sa 1 e of "o"sehn' ~ , Effects 1 315.05 : 00 ''i ._n" ^nn,.~io~l nf Qo~' "o___n 1O'inn ~n ?7 lnhn r'Mn{nn on~ .. nn 31 29 Pvrofax Gas CorQoration Gas service 21. 96 32 Nay 5 Pennsylvania Power and Light Co. Electric service 3.78 33 5 Kelly Company Fuel Oil 167.65 34 18 Riverton Consolidated l~ater Co. Water service 9.40 35 19 Sneerinl!er Nemorials Lettering on grave marker 43.50 : and Proof 36 29 Patriot News Company Cost of Advertising of Publication 56.91 37 June 2 Pennsylvania Power and Lil!ht Co. Electric service 3.78 38 8 Ron Beinhauer Landscaoinl! Lawn care 35.00 TOTAL I " 2 191.11 ------.- Estate of Edna V. Donaldson Date of Death 11/28/80 File No. 21-80-787 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: Claimant RI)lationship to Deced(mt Claimant's Address at tim{! of Decedent's Dt'atll I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as dtuclions for Inheritance Tax purposes. Dauphin Deposit Bank and Trust Company, Execu,t9r:of,~le Esta~ of Edna V. Donaldson By: -'C.., _1- /' x JJ V )g I Trust SIGNATURE OF F'lOUCIARV Officer 0 E . OFFICIAL USE ONLY If jfd.!:>-',:V - /59() AT,iL?/. !!I:~7TAX RATE !JI)I~E!L'R~~~ DEBTS AND DEDUCTIONS ARE ALLOWED INTHESUM OF S ,.;P/ 35<7~ , // -/6 -5/ . DATE "" GENERAL INHERITANCE TAX INFORMATION '. Unsatisfied liabilities incurred by the decedent priar ta his/her death are deductible against his/her taxable estate. In additian to debts incurred by the decedent or estate, other items are claimable including the C05t of administratian, attarney fees, fiduciary fees, funeral and burial expenses including the cast of 0 burial lot, tombstane or grave marker and other related burial expenses. All debts being claimed against an estate are subiect to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence.lO support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spause 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 na such spouse or child, the exemption can be claimed by a parent or parents wha are members of the same househald as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purpases. This taxable income item should be reported on form PA.40.lndividuallncome Tax Return. t"" "" " n ~ t'1 ~ :5 z ;l> 0 0 C/l C"l n c: " ;,;! z 3:: z ~ t'1 t'1 ~ Z ::0 9 - 0 Z Z t'1 ..., t'1 ..., z 9 9 ..., -< C/l t'1 - ~ C/l , Z 0 C/l 0 ..., '. -' . 9 'Tj 'Tj ::0 -. 0.. '.' ~ c' U,,~~ c-.: IQ :_~ - ';:[;l 0 ~IC.; C'\J jf~"7 n n w '" Z QI-- c: D> 00 '" 0::.0 ~ ;3 ;3 .... " 0- Q-~.. ~~ "" (~Ct. 0' 'tl a- D> ."" It> .::r:u;" " ::c Cl <: - lJ:;~ .... ..... It> ",,;:, D> .... ... ....t.> " .... ... I:::l t.> '" . 0 " ." D> ~ .... '" -< -< III .... 0 trl t'1 ..., 15' " ;.- ;l> 0 ::0 ::0 .... D> .... '" 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 paid. 4. Enter the ncmes of each payee. 5. Provide a brief explanation in the remarks column far 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. IF ADDITIONAL SPACE IS NECESSARY USE 8Y," x 11" SHEETS. " REV-455 EX. 13.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS - -'--..--- Estate of Fdna-V_Jlonaldsou Date of Death 1l/28/80 File No. 21-80-787 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Addmss at time of OeCt!dcnt's Death I ITEM OATE NAME OF PA VEE REMARKS AMOUNT I NO. i =.:t. . 3.78 , 39 Julv Pennsylvania Power and Lioht Co. Electric service , 40 c Uon Beinha"~ T ~n~~cao'no Mn.,dnn "~o~~ <;? <;n 41 17 Lower Allen Townshio Sewer on~ Rnf,,~n ~ <;n <;n Less: Refund from sale of < Real Estate 41.44 Q.06 42 17 Cumberland County Recorder of Transfer Tax on sale of Real Estate 670.00 Deeds 1.1 T' R SehnnT DnoT "~"~"n Tov "'0 n7 4" l' Realtv World _ Snike H~nsel In-. rommisO<nn nn ~~Tn nf Dn~T r.~"~"n f. 7nn nn , /.<; OT n ~n" ""k" 0'_ 1'.1 o>n"-< _ nn~..i nO> f.."7 , RESERVED TO PAY THE F01,LOWING: . . ,.. Dnnlo ~n" '0 fnn <; I.O? 1n n. , , ? An7. nn Tnhn E. ,,"lon 's fnn . n. of 1.1<TTo Cost of filin" 150.00 TOTA' OF ALL F0lT11 PAGES ~ 21 335.75 TOTAL I S 16 310.33 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses.and expenses of administration submitted to the estate as d. eductio.ns for Inheritance Tax_Durp.oses. Uauphin Ueposit -BanlK ana Trust Company, Execut~~of ~he Estate of Edna V. Donaldson By: '--,,- -( ..J __ )( I /yJ~1 1'rl1~t SIGNATUR~c/F )i(OUCIARV nffi ("pr OkTE I OFFICIAL USE ONLY ~Ot/S-'''V -/5;t" DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ d?~ g ?,~ 7~--- AT.f, -1!j4,{j% TAX RATE .cm/uu' (! ,3i'h'T;d //-/6-,JI - / ~II {/ REGISTER i:':LS DATE GENERAL INHERITANCE TAX INFORMATION . Unsatislied liabilities incurred by the decedent prior to his/her death arc deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the C05t 01 administration, attorney Ices, liduciary lees, luneral and burial expenses including the cost of a burial lot, tombstone or grove marker and other related burial expenses. All debts being claimed against an estate arc subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability far the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by a spouse 01 0 decedent who died domiciled in Pennsylvania. If there is no spouse, or il the spouse has lorfeited his/her rights, then any child of the decedent who is 0 member 01 the some household can c10im the exemption. In the event there is no such spouse or child, the exemption can be claimed by o parent or parents who are members of the same household os the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services perlarmed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on lorm PA.40.lndividuallncame Tax Return. r- 'tl " f"l ;.. r:1 ~ ~ z ;.. 0 0 " '" C) f"l c: " ~ z :: z t'" r:1 r:1 ;>; Z ;<l 9 - 9 t'" ~ Z Z r:1 ..., r:1 ..., Z r:1 - -:; 9 9 ..., -< '" CIl '" 0 ..., ~ Z 0 ":1 :ll .. ~ 9 ":1 ,~ cO' ".- ~ t: . ~... :-:. \C :'.!-1: (") (") <.oJ I'l - l:J.":. N c:< c ., 0> p.. 0 5- 8 >-' :> Z 0'- u.:--J 'tl a- ., c:,r.r.: Ct:(,,~ cr I,,'J CD OG ",'" " :I: '" <: <.>"-' ",:>: >-' ,... CD ~C<: ~ !J.J=> ., >-' rT EO -Ju :> >-' rT t:l <.> p.. . 0 :> 'tl ., ;I> >-' p.. Ul >-' 0 -< -< ..... g' :> 0 r:1 r:1 >-' ., ;.. ;.. >-' p.. ::0 ::0 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 paid. 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 lor paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE BW' x 11" SHEETS. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '*' OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: ;/ / - "'(7- '/ {- 'J' ." DATE ,/~/ /}-~,.,..,,(.t~_rj /&' ~/YJ/ I '. ./ " ...f/,J;..4'~' ,// ',>' ,,/ ~."A ~/:.<1.'4t1,.'1-' ,,"/' - . .,':.h,',/' - 'I P /) /1.' / TO: .j .;, ~-j~/ ~k....../ ESTATE ,.. (; , .~// /:L~. / , r. 'J / . ;'- -'" " ,..,' . ' "" A" ',. /-. ,/ /' "("t'"Ji,, A../ (A...U~..-:V'~....r,-- FILE NO. (:;://1.' 'I "// ///., '/'..;..-r: / ;/1,,;.-1//-, / --:.v;.J.f:- COUNTY ....7;~ ,.', '/1 . " - ~~\. .. S7) / DATE OF DEATH Appraised Value of Estate: Real Estate & ., .': -t' , + /1 /1'/ Personal Property Jointly Held PropertylTransfers + Total Gross Estate s , ,. ,:1",./ ./.!/ Total Approved Deductions " ;;:';'- "/".- .,: ..' _.I,y. /.-1 Cle.r Value of Estate , 'I 1 . '/: $ IIi I II. ,. _ Less: Approved Charitable Exemptions ,....... - I, I .-.._.-.1".('.,__('" /.;1 /I~_-C,/ -'" __~-,,'I.' f' & Clear Value of Estate Subject to Tax $ "';'1') :;-. ,/Y:.,' Amount Taxable @ 6% Rate $ $ tax due Amount Taxabre @ 15% Rate (/ "i~ '(:' :/:; - 7") & /.';~ 7/)- tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE * * * * . * A five percent discount totaling S will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT DISCOUNT INTEREST TAX CREDIT AMOUNT PAID /-11-21 r/- / / 7,- .'...' = $ 7'/~.;- .-r/ / ,.; + $ $ $ + = + = Interest accrues 8t the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by Is -'/ J I~:~ (' ," $ /..:-1' -,N .//~-'../.-& BALANCE OF PENNSYLVANrA INHERITANCE TAX OUE I /, ,/ ; ( . 1 (,) Assessed by: ' ,-, _/ I.. . ' Agenllorth.Commorw"ulth See InformatIon on Reverse Side "~', 1/ ,:-- ,." )' ,j,," ,...y'f<;.::.~lr'. "__ I' "1' / / I ..'..t./!/.u \:....3'..;. INFORMATION To insure proper credit to your account. tho name of the estate and file number should be clearly print~ od on the check or money order. This assessment is made in accordance with Section 708 of tho Inheritanco nod E~tato Tille; Act of 1961 (72 P.S. ~ 2485.7081, To the extent that inheritance tax is paid wilhin three (3) months aher the death of tho decedent. a discounl of five {5} percent is allowed 172 P.S. ~ 2485.7161. Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nine (91 months after the decedent's death (72 P.S. 9 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. ~ 2485- 7121. Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- - --------- --- ---- - ----- --- - - --- - --- -------- -- -- - - - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months ,030 9 months ,045 12 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 , 6 days .00101 16 days .00267 26 days .00437 7 days .0011 8 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 - - --- ------ --- ------ - -- - - - - - - - --- -- - - - - -- - - - ---.-- -- - - - - --------- - - - --- Any party in interest. including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485.10011. Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: Harrieburq, 'A 17105 '--~f~T~[~~~AT1ON:--IIo~;;b;-- 2o~--19iio--- TOTAL TAX CREOIT '75.75 -------------------------------- , , ~ .__..,... __ _ __ __ w _ ~- -- 1 )I>REy."eZlX"-"-," ;.>\.... ' ' - . - - '- . ~ ~i;~k~v'U:""': ;i,,;'. .',' '. ' COMMONWEALTH OF PENNSYLVANIA i 4 NO{Iti":2970S'" .' . . DEPARTMENT OF REVENUE : :"it~>;. " .... ',' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ; r" '. ." ~ ~ . 'II II = ~ .~, RECEIVED -'1 FROM , ADDRESS TAX AT 6% TAX AT 15% Dauphin J)epodt Bank" TrUB CfiI.~ AT _ % 213 Market st., '.0. Box 29 1 ESTATE TAX FILE NUMBER 21-80-787 -------------------------------------------- COUNTY Edna V. DOnaldson cumber land m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I DATE OF PAYMENT November 20, 1980 NAME OF DECEDENT TOTAL AMOUNT PAID '75.75 POSTMARK DATE REMARKS: SEAL RECEIVED BY / I.' :~ { I "'AID ON ACCOUNT" I REGISTER OF WILLS "(: -:~ ,;: -. <;: o-~ Cl ;: ,.. .. C "~: r.; ~: u :-, '- . . . <.; ~. ~ ~: " u c, ;:':-1 2 'l5 ,- 2.lf': - - p', .-. = .~. -=: -=: H ~ Po< H -E ~ 0 H ~ ::c i:'-- ~ <<l '" Cl> 0 0 ....:i !;: $ ....:i co Oc, >' >' ~ k ~ '" H ~ 0 '" 0 ..... II z '" H Z " r- fij <<l '" Z <<l C' 0 ~ Z <<l ....:i Z 00 U Po< gj <<l Po< l=> ::> 0 <<l ::l <<l l=> H 0 H Z '" <<l H ~i '" ~ 0 -=: ~ -0: 0 ::> O~ ~ ~ l=> <<l '" b<, ~ 0 ..: ~ u '" :;;! ..... C'" <<l <<l ..... :a~ ~ 0 ..: > 8 0 l=> l=> H '" U <<l U <<l '" 0 H -=: '" H ('( l=> ~ ~ l=> 0 l=> ::I <<l ~ ~ ~ @) 0 ::c <<l 0 H ..: 0 <<l <<l Po< Z ~ ~ <<l H ~ ~ a .. 'I z ~ H U '- . " .. .- COMMONWEALTH OF PENNSYLVANIA ) ) SS: ) COUNTY OF DAUPHIN I hereby certify that on this ? [.k ...> " day of ') YU,,.--'-...,....~..- 1981, before me the subscriber, a Notary Public in and for the said Common- wealth and County, personally appeared (~liss) E. Lopez, Trust Officer of Dauphin Deposit Bank and Trust Company, who, being duly sworn according to law, deposes and says that the facts stated in the foregoing Proposed Schedule of Distribution and Statement of Reasons are true and correct to the best of their knowledge and belief. ~-e '-fv-/ Sworn and subscribed before me . '-- . this ,3.. fl, day of /(/ ,,~/ .'j !. Uj 1981. \ \ I , I I I \ I \,\\\\U'IIII.,,,,, ,_/ ' ~~~"./ ELf? "",' /' "'/'I I 1'/ ' . .:-~ ~ ....... IJ')',,-:, (L_,.__r,.1 _\+~.;-.---,-I'-" ./ O~";.;~ CO,I/;,:-,':;...... N9t'ary Public '; ~: ~ ~ . " ~"2. ,/ El' b th J B'n", n,t'"/ ~ub\it ;_..:~~. ,-1 ~:;-: Ita e, . l,; ,.. . \C'lS4 :.,.J..... ',....__ _:. ..: .. ~x,il~' f.;H:II'l. V' ~ ~ M~ ((l:n';'\s~lcn l; ~ ...<.: '"'" ~: (;:J': DilJ-,\I;n (ountv ~ . <" 0-,.;.... ,,. _ .:alli~bJt~. rJ. .- \~;";11/1' .::::.....:,~..... ". v';';" II .,..<!-r... ~'T ." .: "" l,r, r: ,.'. ,...'....."1;\1',1 lIKR 100 I'~~Z 551 ~" " L ! \1: _. ~ E L. ..... ,1'~: <-,. r- C: I -'.:.' - tl.l~ " . ' 1.':;__1 0.. LW :~;~~ 0::'''' = .:..:~ 0(5 u,... ......- ~o:: ~ W:.? sx:> -,t;. u o 1J 0 GI CIllll"t).c E l!.l OJ.... .. u"5 >I ;: 0 Iii U e" o ". o C (lJ J: o Ul ,<: ...- 0 ~ C:; Q. QJ :I .0 0 .. 8 -;: c.~ u- ct.!!! 5 c \'1'- 0"0 ,,- 0 fbi"O~~~ Oa!C~Bd 0--' '" c .~ "I~.g.!!l 'i\:J 0'" 11 ......, '0 ~ '0 ,~ ~~~ 8 . .0, < H ~ ~> 0....:1 >' ~'" ::>lii 0<<1 up.. "'~ ~~ ~8 01=> gj~ H..: Z< f-< 0 0 "'....:I ~I=> &J <z I=> ~zoz 0< ........0 E-4 Z U Z~f-<'" <<II=> '::l~ H "'AZp..<Uf-<1=> Z<~ ~tI.lOOE-l~ .~o OUE-lcno:>~U I=>p.. ::> 0 ~< I=> gH[::~~~ HZ'" ::><<10....:1 UlH t1J tJ c.:: ..:::C U !:l <<1<<1 ~~ g ~ ~HJ < '" ....:10=> I=> U , " ~ ~- .... ;; t: .... ~ C o co II O~ 0; C'" ~ ~~ ~ 8 ] ., Q '" ... ,# ':'1 :~ '.:.J ~ ':J r C\! I.() I.() ... 0.' ~ ."- o o ~ <>< CJ ~, ::; .. 'I ~ ~. 'VI .::J.... ~ ~, - " ;, ~J C :J 'J '":1 g "J :5"~ (~ :;) :::=. ~ '0 .- :: -,j ... "r'I , ~ -. ::s III (') "-' o<.~ ~ ~ c " .. _S.~ t,... lU C c: ~ :~....:; .-.. ..... .... '" i ~ :::: i~ :J eJ ~ ..c .~ "- - co >, :; p' ~ ga o !;: " 'l . <<I ,.. " ~ '0 c. CJ 'I' ~ I '.'j " ' ~ : '" , IN THE ORPHANS I COURT OF CilllBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF DAUPHIN DEPOSIT BANK AND TRUST COMPANY, SUCCESSOR TO DAUPHIN DEPOSIT TRUST CO~WANY, EXECUTOR OF THE ESTNrE OF EDNA V. DONAlDSON LATE OF LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA DECEASED November 28, 1980 DATE OF DEATH: DATE OF ISSUANCE OF LETTERS: December 19, 1980 DATE OF ADVERTISING: Cumberland Law Journal January 2, 9 and 16, 1981 The Patriot and Evening News December 30, 1980 and January 6 and 13, 1981 ATTORNEY: John E. Slike 2109 ~mrket Street Camp Hill, Pennsylvania UB:R 100 pm 5,1.0 , i I i I I /. .~ 1981 Aug. 21 Sept. lS 1980 Dec. 10 11 23 23 1981 Jan. 16 21 FIRST AND FINAL ACCOUNT OF DAUPHIN DEPOSIT BANK AND TRUST CO~IPANY, SUCCESSOR TO DAUPHIN DEPOSIT TRUST CO~IPANY, EXECUTOR OF THE ESTATE OF EDNA V. DONALDSON LATE OF LOWER ALLEN TOWNSHIP C1J}IBERLAND COUNTY , PENNSYLVANIA DECEASED PRINCIPAL RECEIPTS The Accountant charges itself with the assets as per Inventory and Appraisement as filed: ALSO WITH THE FOLLOWING: Received from INA - Refund from cancellation of homeowner's insurance Received from National Flood Insurance Program - Refund on cancella- tion of flood insurance TOTAL PRINCIPAL RECEIPTS PRINCIPAL DISBURSEMENTS Mary C. Lewis, Register of Wills - Letters Testamentary and Short Certificates Mrs. Pat Griffin - Reimbursement for miscellaneous personal items Cumberland Law Journal - Cost of Advertising and Proof of Publication June M. Miller - Witness fee Kelly Company - Fuel oil Bell of Pennsylvania - Telephone services L~~:? 100 ~m 541 $112,307.44 38.39 38.49 $112,384.32 $ 44.00 10.48 l8.00 lO.OO 132.48 lS.68 .' 1981 May 5 5 l8 19 29 June 2 8 July 1 9 17 17 17 17 31 Aug. 7 18 20 Pennsylvania Power and Light Company - Electric service $ 3.78 167.65 Kelly Company - Fuel oil 9.40 Riverton Consolidated Water Company - Water service 43.50 56.91 Sneeringer Memorial - Lettering on marker Patriot News Company - Cost of Advertising and Proof of publication 3.78 Pennsylvania Power and Light Company - Electric service 35.00 Ron Beinhaur Landscaping - Lawn care 3.78 Pennsylvania Power and Light Company - Electric service 52.50 Ron Beinhaur Landscaping - Lawn care Cumberland County Recorder of Deeds - Transfer Tax on sale of Real Estate 670,00 419.07 Raymond B. Martin - 1981 School Tax Lower Allen TOI.nship - Sewer and refuse Less: Refund on sale of Real Estate $ 50,00 41.44 9.06 Realty World _ Spike Hensel Incorporated - Commission on sale of Real Estate 6,700.00 Pennsylvania Power and Light Company - Electric service 6.62 Mary C. Lewis, Register of Wills - Pennsylvania Inheritance Tax 75.75 Mary C. Lewis, Register of Wills - Cost of filing RCC, Debts and Deductions and Inventory 9.00 Riverton Consolidated Water Company - Water service 9.45 To correct appraised value of Wheelbarrow; sold, and proceeds of sale included with sale price of household effects 10.00 RESERVE TO PAY THE FOLLOWING: 5,492.30 Dauphin Deposit Bank and Trust Company - Executor's fee 2,807.00 John E. Slike - Attorney's fee 150.00 Cost of filing $ 21,439.95 TOTAL PRINCIPAL DISBURSE~ffiNTS lI~ER 100 PAC~ 543 3 '. " ~ ,..-' 0.. '-0 '- - ~~ ,. - .. c: I ." "~ W.. I- 7:;_1 0'-- --It:. E ,::lId cr.:....) '.:::. OC~ :s:...-;- Ut....: .:cS ~c.: ...,. ~JJU ~ j Discount: If any tn: due is paid within three (3) months after the decedent's death. a discount of five percent (5,"0) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4-15-82. Except for tax on a future interest. inheritance tax becomes dl!linquent at the expiration of nine (S) months from the dale of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily basis from - delinquent date to date of payment on any tax unpaid on delinquent date - date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Delinquent Date Annual Interest Rate Daily Interest Factor Interest: 5/27/43 to and including 12/31/81 1/1/82 to and including, 1 2/3 1/82 1/1/83 to and including 1 2/31/83 1/1/84 to and including 1 2/31/84 6% 20% 16% 11% .000164 .000548 ,000438 ,000301 . Those estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in ful1. , Those estates that become delinquent on or after January 1. 1982 will contain a variable interest rate. Thus, taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1, Interest is calculated as follows: INTEREST = BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one calendar year. a separate interest determination must be made for each year at the applicable rate, (Only one calculation is necessary if the estate maintains the constant interest rate,) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ('5) days beyond the date of the notice, If payment is made after the interest computation date shown on the Notice. additional interest must be calculated. To Remit Payment: Detach the top portIon of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice, . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent." . Make check or money order payable to: Register of Wills. Agent - '- (" ...,.. 0.. .. ". c: ......:: w- i,. ., lI.J',~ ..... Il...._ GI-- ~ ~~~ ,,:>.n c: OL:; l:;-:" Uw "" ll-,:J ~(:;: fO ....iU c:'