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Home My WebLink About80-00789 " " ,', ";~ :::'~~ ";:;~I'~ '::/. ., /);,' "':'i>1\,. " :'\:l ,~:(;:~ "'~'i ,j'.,:)JZ , ,:.;:/_~ .. " :", ...,.,~; "':,';. ;:. . ~ ~ ~ ~ . ~ I , i I .'.'. ,.., I .. Qo ~ lil :IE: . ~ ~ H E3 (J) ~ E-f ~ (l) ~ i m " f" .;; ~-r ''',>' '~,:' ,,' '''.,' > ~' <<:::I .... ~(.',~ CO 0 r:~. I ';', - ~ M - ~ . .B r-I ...' 0' fit ... Z LIJ 21-80 IlEGISTEII OF \l'II,I.~ OF ...,..C;;.~~:~!3..~,~~~.~.!?.... COUNT\' NO, PI;T1T10N FOil 1'1I0llATE OF WILL AND LETTEIlS OF ADMINISTIlATION CUM TESTA~mNTO ANNEXO LET1'I;IIS OF ADMINISTIlATlON DE 1I0NIS NON LE11'I;IlS OF AInIlNISTIlATlON DE ]l()NIS NON CUM TESTA~IENTO ANNJ,XO ;n IIIl' E,tate 01 ....f..!.\tm.lJ;;...J..,....j:,,\;!.EJ;;Y,B~............., eh'"'a,,,.1. Pelilloner( s), ".w.,...,B.~.;:QJ.g.....!?~,~11.Y....~,n9,..,1:..g,t..i?.....t19.Gg.!TIm9..n."....................,....,......, IIl1eAc(s) that: Xlt al'l'l)' 1. Petitioner(s) un' twcnty.OIlt' Yl'.lrs of llgl' or oldt'r amI ~1P~ for lcttl'fS of udministmtion ........"g...:.~.~,~,~........,.......,..,'"......,......"...."..."., ,.....,... in the ,,1)0\'(> (,.'aptiuT1cd t!!itale, 2, Del'Cdent di,'don ......No:v.embex:...,l1..,.....19.8.0...........,... all9.,;},~.!'..M, ill the Counl)' ul ....l::l.Unl?g;t,l.,<;\r.lQ,............ Slate of .............P..~......,...................... lit tIll' "A" 01 ...........9.5............ )'e'''', having made ..hex:.... Last Will and T",tmnellt dated the ,I1A.th.. da)' 01 .......Q!;;.t.O.P.~.t'..............., A.D: 19...6,~. Wherein ,..,she.. 1I1'I'0inted ..Jlel~.n...X",.....!S)J.t',:t;;i?:....?.r\l;l,...,!1ii1,+.,g.?..k.gj;"..x,.,.....I..... J,xec ,1l.:t;;;d.I<,es Which Exec U.t.r.;i.CGl~ .ha~,e,..s,ince...,d;i..ed.,..........,......................,...~,~,:~~,:,:..,.~,:............,. Oil On '............... d.ty of .........."......................,........'. 19....,.... Lt'ttcrs of Auministmtion were granted to ..........",...., ...........,........"................................,..........................,............,..........,.."..,......,......,....,..........,..,.........,..........,..,........".............. xll'R-x,x JUlJlJt)Gl. 3. Letters of Administn\tinl1 c.t.n, are ncedcd hcc.\usC .........................,...........................,....................,... , apl'l)' ....,....,.........,....,................,........,.......................,...........,........., and pctilioner( s) applies in ,......,..,.......'... c",pacity us ...."....,..........,.........."........................................,......................, 4. Deccdent died domiciled in ..,...!?,<i:.U.t\I?Y..)"Y.iiln.i..IL...,......, wilh his Inst lamily or princlpul residencc nt ,..........,..P€(.~:.1.......:r;;,/.J..........~~~::,t,~..~~,~~:::~,~~:.,~,.......................,........,.......,.,..........,..,.................., {J was was 5. ("'here decedent died tcstate) Det1.'dent WitS not married and a child was not horn to or adopted by decedent after execution or the will (anu where applicant is allegeu spouse) nor was decedent divorced from appHcllnt after execution of will and at death. 6, The said deceuent was possessed of Goods. Chattc1s, Bights and Credits to the estimated valne 01 $.,IJX\,g,\i\!;.<?'.l;.mJnli\Q. 01 Ileal Estate, to Ihe cstim".ted valne 01 $.UpQ,e:\;~.t'Xl1j,I1@.t1near as can be ascertained. 111at the said Heal Estate in so far i1S known is located in ...l?Jiu:l.:o....rQ~.P.:~bJ.l?.,. .....cl.1mhlil:t',land...Count!{......,J?A................,......,..............,...........,...........,.........................,.....,........................ 7, (\Vhere decedent died intestate as to .my portion of this esh\te), Petitioner after l.\ proper search has ascertained thilt decedent was sur\'ivNl hy the fonowing-named persons entitled to distribution under Ihe Intestate Act 01 1947: Name Helationship Residence 1, ......:,..,........,..............,.............,.......,.......,...............,....................................,.....................................,................................. 2.................,.............,.........................,....,.,...................,....,............,...................,...................,............................................... 3, ..,.........,....,.........................,...................,.....,............................,................................................,..,....................,..........,....,. 4.......,........,.........................................................................................................,...............,.....,.....................,..........,............ 5....,..............................,.....................................,.......,.............,...................................................................................,.......... 6. ..................................................,................................,........,.......................................,........,..............................,......,......... ..................~................................".....,.......,........,...".....,..,......,....,................,....................."....,.........,......".."....,.."......."....,.. al'l'l)' Therefore, petitianer(s) respectfully !t'Bl?Rtx far (prohate of the wm presented herewith and ~::e::,tt;~~ :ldt.;:istra~0~'8..0.:....:r....I\.,..,........................,...:...,>J:;'~'"i[~""'''' ...,'..............~~111c.~ , ........................1. ...,......... S'gn!1ld:................... ........ ... ..... ,...~..~........................ Address: ~O'~.;...~~ Jq ........,...............,................,....."....."....."...............,...,,............. ~~6t~~~~~t~ig..,~~..:.~~:.~~~~~~} ss I . ........,W.".....Rg;t.o.:!,g....S.Js.'?JJ,y..,..?.n9....1!9.J.;'i....!1.C;;,~.9.!!)!!\9,~~....................................... the I'elitioner( s) /S'] 0 in the ilhov(~ appHc;.ttion. heing duly ......,~~.QJ;,n..... llt'Cording to law say(s) that the shttements set forth in this petition .ne true to the hest of ..the.ix...... knowledge amI helief, me~,..,~.....,.....,."..7jJ..~..,,~~,..19..:!l.9..,. ......~............,~'~..,......,...,...., ....,........2l~...,'(;;........'-1'~; ..'q~~i'~~c.~;;;;;;~.~...................................., rl"ed', December 19, 1930 A' N I dd Horney s ;.tmc lml A re-ss .........B;i.e,ts.ch,.,&..,~~O.;r;:g.\;!.nth.~l.....,.......,..,...... ...,.....1T;.~Y.~~.gBI'~~~c.~;E,~~~,~,f..!....g~.:if;D517_ O/~,?] (llV,'r) N 21-80 7H~J 0..........,....................,. Renunciation and Request --------- In the Matter of the Estate of ......,...............f.i~JU~J,;:...J"....J:.!~f..~.Y.R!';.......................................,........,..............,...... To .......,.......!:~!":!.:t...~~,:~~.:...........................,..................,...,...,................................ Esq" Register for the Probate of Wills and granting Lellers of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, ........;1;.., the undersigned, being the ....l?),p:y.,i.y.t.ng....F..e.l?i.~~?!-.~.Y,..J,.e..9.?,.~.e.,e.......~I}<?:e.,~....~h,e....~'!~!::.... Will and Testament of Fannie I. LeFevre .....,........,..............,.......,.....................,....,.,........................,....,................,.........1.........,..............,......,............................,....,.... ........,..........,..............................................,..,...........,....................................................,.........................,.......,..,...........,.......... ,............,...............................................,.......,.................,.....,...,...............,....,.......,.........,......................................................... .......,.........................,...,..........................-..."...........................,...,...,..................................,.......,..........................,........"........ do hereby renounce ....................IDY...........,.,.......,.........,.....right to have Letters ..9J ,b.:;;::;.;;:};;!.:';,;::!1,!;J.9.I}...,C;;".~.A. .................,......,... .............,........... ............ ........, on said Esta te issued to ... m~........ .............. ................................,....,....... ................,................................................................................ ......,..........................., and do hereby request you to grant the same to .. ..'ffiy...!}gp.he..w.,. ...w.......g.?,I9..+.~..,~,1se..J,:!, y.,...,!;\n~...my.,..I}.?,.e..q.~.,....~9.,i.~...,~g.C;;.9l@l.l!?1},; Grace L. Scott, Pearl L. Kelso, Margaret L. Gardner and Helen L. Kurtz, all being deceased~ and I further request that W. Harold skelly and Lois McCommon serve without filing bond. ~ Witness....J1\y...... ..hand........... .....and seal... ........... . .this.... .... ........ ............t..:. .................,............. .............., day of ..............p..e.cgmP.~;!;.........................A. 0, 19.~.9... Sealed and delivered in Ill'cHenee of --:Y1i{i!L.y -L '~>>Ll1i- .....'..Mar'y...Leie/v:re............,........,..,.. (L. S,) ....,.........,...............,.....................,....,......(L. S,) ..._n_......................................-.............'.................... ........................................................................,....... .....,............. ......,..- ....,............................,.............. ..............................,....................,.......,....(L,S,) ............................... ..............................................., ,....,........,.....,....".,.,.,.,......,..,."......,...,..,..(L,S,) ......................,................,...........................,....,....,.. ...........,..........,.................,....,..................(L. S.) ...........................................-................'...,............... ,....,.......,....,...,..............,...........,.............,(L.S,) .........................................,...,.,.....................,.......... "...............,...,...,....,."...,....,....................,(L. S.) ,. '" ~ . ~ 'last DiU anb 1Eestament I, FANNIE I. LeFEVRE, of Penn Township, Cumberland County, pennsylvania, do make and publish this my last will and testament, hereby revoking all wills heretofore made by me. 1, I direct my executrix to pay all my just debts, funeral and administrative expenses as soon as conveniently may berone after my death. 2. I order and direct my executrix hereinafter named, to sell all of my property, real and personal, as soon as may be convenient after my decease, at either public or private sale or sales, and the proceeds of such a sale or sales, together with any money or its equivalent, after payment of debts, expenses, etc" I give and be- queath as follows: TO: Mary LeFevre, R.D. 5, Carlisle, pennsylvania; Grace L. Scott, R. D. 5, Carlisle, pennsylvania; Pearl L, Kelso, R. D. 1, Newville, pennsylvania; Margaret L, Gardner, R. D. 5, Carlisle, pennsylvania; Helen L. Kurtz, R. D. 5, Carlisle, pennsylvania; equally, share and share alike. 3. I nominate and appoint Helen L. Kurtz as executrix of this my last will and testament, without the posting of any bond, Should she die before my death, resign, die leaving any of my estate unad- min~ered, or renounce for any reason, I nominate and appoint Margaret L. Gardner as substitute executrix with the same powers and also without bond, 4,1 direct my executrix to retain the services of Irwin, Irwin & Irwin, as attorneys in the settlement of my estate, IN WITNESS WHEREOF, I have hereunto set my hand and seal this :i.1.(fk,day of October, 1963. J7' ' ! 'i r- .ilCi'? " "o" ,-)- , '-.!.c...- -.;("",Pl-L> (SEAL) Fannie I. LeFevre Signed, sealed, published and declared by the above named tes- tatrix, 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, .~'-f:(( .j ~, ("7i~ I/? {>~...:... 6?~ OATIl Qt' SUIISCRIHING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND r ~ " This" day or December before me. Registe(for the Probate or Wills and granting letters or Administration in and ror said Co the Commonwealth of Pennsylvania. personally came Roger' B. Irwi n ", "..., ". the subscribing witnesses to the roregoI~irinstrument of writirog pnrporting to bc-tr(J'ast Will and T~st"mcnt of . /' Fannie I. LeFevre . Dated _ Oc;..tober 24, 1963 / . ,.Cumberland County Pa., deceased who bemg duly / tle/ was late of Penn Township sworn according to law. depose and say, that ./ present, and saw and heard the testa tr ix. /., sign, seal, publish. pronounce and declare the said instrument of writing as and ror her." Testament and Last Will, and at the time of so doing she .-/' was of sound and disposingmlnd memory and understanding, to the best of his knowledge, observation ana belief. /~~/2 di Sworn and subscribed before t.?/ J, L...-. // Roger B I win ,/",- Fannie I. LeFevre / Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND r W. Harold Skelly and Lois McCommon) being duly Fannie I. LeFevre sworn says that as nearly as can be ascertainec\ the said decedent died on Mondav the 17th day of 11 " 3 0 o'clock. ~. November A.D"J9Jill... at or about Sworn and subscribed this bJ. ;W ~ W. Harold Skelly 4~ '-YJfc ~ Lois ~lcCornmon 18th December day of 19,~, b.,efore ijl!c1 jI ~, ~~~J Register 626 I I I I i ~ OATH OF PERSONAL REPRF.5ENTATIVE COM~~ OF PENNSYLVANIA ss: COUNTY OF CUMBE~D Before me, the Register fu'rthe..Probate of Wills and granting of Lellers of Administratio~;n ~nd for the County of '~,~ . , Cumberland, personally came '- /- who, being duly , do depose and say that as~- ;7 deceased of the last Will and Testament of is er the goods and challels, rights and credits of said deceased according to law. And also will diligez' / the provisions of the law relating to Transfer Inheritances. and subscribed before me, A,D,,19_ Register :.,; 0' ~ 1;\ ro' '01 C'l 'Cl> ,...(r ,,, : Cl> ;~ LL. .".: gH OJ: ~.... 0 r: :>: J) riI, ~ ':1) ...l 1'><, 8 Ill: : f'- ...l ...<: f:Q - 0\: .: - .....; - ,~ .. S Hi ~ U: I riI: e [;-I: ': I ril: u' H: .~ 'il : I :2:: '" Q\ C z: '" <1': '" co 0 .0;: .... N: I Z 1'><, 0 .0: - " ~I': N .El '" .... %'0 11 0 ~ '" 01 - e ... Z ~ 01 Po r:. DECREE Be it remembered that on the 19th day of December 30 ,A,D,,19_, there was probated and recorded the last Will and Testament of Fatlnie I. LeFevre late of Pen,) "ownship , Cumberland County, Pennsylvania, V:. r:arold Skelly & Lois ~~cConm'on f Ad ' 't t' C.T.A. Deceased, Letters 0: ,m1n1S ra 10n, were granted to Witness my hand and official seal the day and year aforesaid. . .627 0(4 A'-' (2. (/ .~/x;J RegiSter REY-440 (I.aO) 'COMMONWEA!..TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (Instructions on Rev...e Side) * Estote of Fannie I. LeFevre Dote of Deoth November 17, 1980 Lost Address R. D. 5 Sociol Security No, 182-36-6402 Carlisle. PA. 17013 Bureou FiI e No, (CITY, (STATE) (1.11") County File No, 21-30-789 1. Decedent died: ( ) Intestate (without a will) ( X) Testate (leaving a last will--capy attached) Yes.1L- No 2. \s the filing of a Federal Estate Tax Return required far this estate? 3, ( Executor/Executrix (X) Administralor,wK'ffitxbi:llIHX W. Harold Skelly, Box 420 Name R. D. 5, Carlisle. PA. 17013 C.T.A. 4, All correspondence should be mai led to ( X) Attorney ) Fi duci ary, n 0) ,- :"1 ~ ",::0 :~ r'1~ " , ::0: ~o := ",:0 :....1 -~o " r~1TI w ;~c -,,6 ..,"Tl .. .,." , ;::; --:rq ~ 'q Address Lois McCommon. 143 S. Carlisle, PA. vI. St.. 170 },3 (CITY) (STATE) (ZIPI 5, If an allorney is representing the estote. indicate: Name Tom H. Bietsch. Ese. Address 7 Irvine RoW Carlisle, PA. 17013 (CITY) (;,TATE) (ZIP) List all safe deposit boxes registered in the decedent's individual name, or jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by anatner as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME ANO ADORESS OF BANK OR OTNER INSTITUTION IN WHICH DECEDENT "'AINTAINEO A SAFE DEPOSIT BOX NAME OR NAMES IN ~HicH SAFE DEPOSIT BOX IS REGISTEREO RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Farmers Trust Company decedent's name 1 W. Hiqh St., Carlisle, PA. 17013 Under penolties of perjury, I declare thotl hove examined this return. including accomponying schedules ond statements, and to the best of my knowledge and belief it,is !rue:/correft,ond complete, (,,'J . 1..)'< c<.<..{ _ <J.t!J..l.i,,{, 1/- ,I .}) .\..G~:> 7th t&';>?<~-n< ~-"I ) N~:ll, ("in SIGNA lURE OF FIDUCIARY DATE 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 retu m: a, The personal representative of the estate of the decedent as to properly 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 aCQui re knowl edge; 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 w:th 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 10 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 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 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. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 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 bOU1. REV..U10-801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY *' (Instructions on Reverse Sida) ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFF/C/AL USE ONL YI I 1. Checking Account No. 4-2373-4, Farmers Trust , 1 Company, Carlisle, PA. $ 4,461.06 , 1 2. Certificate of Deposit No, 23096, Farmers Trust Company, Carlisle, PA. 27,651. 74 I A. Accrued Interest on Item 2. 922.95 I 3. Certificate of Deposit No. 8053, Farmers Trust 18,000.00 I Company, Carlisle, PA, I A. Accrued Interest on Item 3. 9,507.36 I , 4. Savings Account No. 1-036895, Farmers Trust 1 I Company, Carlisle, PA. 23,978.24 A. Accrued Interest on Item 4, 586,31 I I 5. U.S, Government Series "E" Bonds with denomination s, I issue dates & current values as follows: I Denominations Issue Date Value I $1,000,00 May, 1942 $3,405.60 1,000.00 May, 1942 3,405,60 1,000.00 June, 1942 3,348.40 I 1,000.00 June, 1942 3,348.40 , 1,000.00 June, 1942 3,348,40 I I 500.00 Sept., 1942 1,674.20 I 1,000.00 Sept., 1942 3,348,40 1,000.00 March, 1943 3,294.00 i 1,000.00 March, 1943 3,294,00 I 1,000.00 Feb., 1944 3,186,80 I 1,000.00 Feb., 1944 3,186.80 1,000.00 May, 1945 3,082,00 1,000.00 June, 1945 3,033,20 . 1,000.00 Dec" 1945 3,010,80 (43,966,601 1-3 " I t,. & 0 ~ 6, U,S. Government Series "H" Bonds. 10,000,00 A. Accrued Interest on Item 6. 81. 25 7, Household 600ds. 2,975.60 8. Commonwealth of Pennsylvania, Public School Employes' Retirement Proceeds. 331. 74 9. Real Estate Tax Proration. 56,33 . 10. Unearned premium, hazard insurance, 8.00 , TOTAL THIS PAGE ~142, 527 ,l8) f'f-J../~ ~1. I ~"'... v FANNIE L LEFEVRE QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any malerial part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Di d decedent, within two years of death, transfer property from himself/ hersel f 10 himsel f/hersel r and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ---lliL 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. N /1'. 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 nontaxabilily 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 possibi Iity 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",) N/A b, What was the transferee's age at time of decedent's death? N/A 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 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".) ~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) Nn 6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others. N/A 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 bBleficial 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," 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".) N /1'. REV-453 (l.BOl .' COMMONWEALTli OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES *\ {/nstfllctioflS on Reverse Side} Estate of FANNIE I. LEFEVRE BENEFICIARIES AND ADDRESSES RELATIONSHip SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Marv Lefevre. Manor Home sister Yes 1/5th Newville, PA. 17241 June S. Glenn Niece Yes 1/20th 214 Robin Rd. Waverly, Ohio 45690 William R. Scott, Apt. 314 Nephew Yes 1/20th 4917 Ravenswood Dr. San Antonio, Texas 78227 John Scott __~eph~":..___ ~.!:!~- 1/20th 10706 Edgewater Ave. Silver Springs, MD. 20901 Robert E. Scott Nephew Yes 1/20th 4910 Joliet .---. Lubbock. Texas 79413 ,.'- . ----~._--- Marqaret K. Bond Niece Yes 1/10th Box 6281, R.D. 6 Stroudsburg, PA. 18360 John Kelso Grandnephew Yes 1/20th R. D. 9, Box 120 Carlisle, PA. 17013 . " REV-45J (l.BO) .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES * (Instructions on ReVf~rse Side) Estate of FANNIE I. LEFEVRE BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Jean K. Gran. 49 Mi:Ulle St,- do' ."" v""", ' j.,n..h _Gran< .J..e.c_ Ho1!n~" "~"~'es Sandwich, Ill. 60548 W. Harold Skel1v Neohew Yes 1/20th R. D. 5 Box 420 Carlisle, PA. 17013 J. Conrad SkellY Neohew Yes 1/20th 1460 Coniston St. "f' Gulf Cove Port C.har.J..o_t.!:~-, Fla. 33953 - Helen S. Baber Niece Yes 1/20th Box 302, Route 4 Waldorf, Md. 20601 James L. Skelly Nephew Yes 1/20th --+- 513 W. Elmwood Ave. Mechanicsburg, PA. 17055 Nan K. Baker, R. D. 9, Niece Yes 1/15th Carlisle, PA. 17013 Lois McCommon, 143 S. W. St. Niece Yes 1./15th Carlisle, PA. 17013 Mary K. Shenberqer Niece Yes 1/15th 332 Wvnwood Rd. York, PA. 17402 I The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH " INSTRUCTIONS FOR SHCEOUlE "0" 1. List full names and addresses of all who have an interest in the estate p.ither 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, REV-454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY ~~~ ~ (Instructions on Reverse Side) Estate of F'ANNIE 1. LEFEVRE P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET C DECEDENT'S VALUATION NO, VALUE E INTEREST IOfflcial Us.Ollly) N T NONE TOTAL THIS PAGE NONE N"d . , ~ " 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 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 .., u n > rn > ::: z :>- 0 0 u VI u ... C) n c: u -l Z "" Z t" rn :>- 0 - 0 t" rn A Z '" - z Z rn -l M -l ~ 9 9 -l -:: VI M '" Z 0 VI 0 -l 9 ":l ":l ::<l ~ i ~ 0 I ":l 0 ":l I z ;:; s;: t" c: '" M 0 Z t" -<: -<: -< ~ M rn >- > ::<l :>:l ,ury-".. IXt (MOl INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0789 File Humber Estate Harne Fannie I. LeFevre Date of Death November 17, 1980 Social Securi ty Humber l82-36-6402 - REPORT OF IHHERITAHCE TAX APPRAISER ~ Original o Supplemental o Remainder I, the underolgned duly appointed Inheritance Tax Appraiser In and for the County of Cumberland Pennoylvanla, do rOlpectfully report that I hove appraloed the real and pOllanal property a. reported In the foregoing retum at the value. let forth oppo.ite each item in the la.t column to the right In Schedule. "A", "B", "C", and "e" Doted: April 13, 1981 INVENTORY VALUE AS APPRAISEa Real Properry (Schedule Al Penonal Property (Schedul. B) Jolnt.H.ld Property (Sch.dul. E) Transf... (Schedul. C) s 31 300 00 00+ 142,527 18 to+ none 20+ none 30+ 173,827 ~ 40. TOT AL GROSS ASSETS L... Oebt. and Oeductlons (SCHEOULE Fl CLEAR VALUE OF ESTATE o Life e.tate o Annuity ~ FACTOR FOR USE OF REGISTER ONLY Tax on $ 6% \5% Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO Leu Credits DATE OF PAYMENT DISCOUNT AMOUNT PAID S + S + INTEREST FROM BALANCE DUE BALANCE TO .J.../j'/y/, "f'/f'))/Iol) INHERITANCE TAX APPRAISER ADJUSTMENTS (HARRISBURG USE ONLY) PRINCIPLE CODE INTEREST S S S S CODE REMAINDER APPRAISEMENT 92+ 93- VALUE CODE COMPUTATION OF TAX $ $ S $ $ = = $ $ $ $ T AX CREDIT ~ ~ ~ Qj ~ " z ~ ~ ~ 0 >- >- f:J < ~ ..:l p.. Vl '" ... ;::> H <= '" Cl> tll ..... ...l M ..... 0( Qj '" 00 k - ..... ..... Cl> U Z g . M ~ - 0 I=> k 0 10. tll . tll ..... r- 10. - I'< ..: u u ..... ..... '" 0 ~ 0 ~ 10. 10. i Ii; 0 Vl 0 Z 0 - <<I Vl >- E- O , z ~ ~ E- ~ Z z I ::l 0 - 0 ~ ::<: ~ ::E Q U ~ Z Z E- ~ Z - ~ rJl ~ 8 0 1!; ~ Q :l I I I , I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND !. J 55: _______ w ._~<:rold ~k(i!~.1Y and.!-~~.s_ .~~Common, .__ __,____ according 10 law, doposos and says Ihal tho ~the_Adminis.tr.ators _._._____.~_ of tho Estalo of Fannie I. LeFevre Penn Township Cumberland Counly Pa decoased and Ihal tho I I 'I eTA wilhin is an inyenlory mad. by .~..m.t.hell\..._ ____ -.---, Iho said Administr..ator,S / . of Ihe onlire eslalo of said decedenl, consisting of all the personal proporly and roal oslalo, except real estate outside tho Commonweallh of Pennsylyania, and Ihat the figuros opposito oa.ch ;:J.ile of tho Inyentory represent it's fair value as of tho dato of docedent's death, l' 'j If 17l!/ <'..- . c:-t".f _ &d;t.a?c. . , {J ,.jL.,,-rr/c (~-YJl-'N.O""1 , x~KXfXlX~ Administrator S, C. T . A being duly s\~orn C.T.A. lato of sworn and subscribed before mo, Y'f\ \Mc:..h 3 ~ 19 81- (~(~.I_7, J~~e~, I' '!In: E. \-lFRT7LFR, NOTARV P\ IRUe -, '""ber!Qnd County Carlisle, PA 1:,'/ Commission Expires January 27, 1983 R.~~OX 420, Carlisle. PA. 17013 j 143 S. W. St., Carlisle, PA. Addr." 17013 Date of Doath 17th Doy November Month 1980 Yu, INSTRUCTIONS I, An inventory must bo filed within three months after appointment of personal representative. 2, A supploment inventory must be filod within thirty days of discovery of additional assots, 3, Additional sheets may be attached as to personalty or really 4, See Article IV, Fiduciaries Act of 1949. ! , I . I 0' >- -0 tIl gj ~ ~ :;;: w ~ 0'\ ~ !< .. (Xl w :> '.... ~ r- l1. ... ~ .c u ~ .c 0 III .. I 0 w w ~ tIl 0 '" U ,... 0 J: ~ ~ i=: " tIl ~ I- l1. l1. C (Xl Z ... -' u. H ~ .. +> ~ I -' <( 0 0 l1. Q) 0 I u. ~ .-l W 0 <( w ., E-t ,;. .~ N Ii > z ~ :1 ~ ~ Z 0 i=: c 0 ~ .; Ii III z i=: 0 . ~ i\ Q) 0 :x: z w <( P< ... l1. "tl S C - I'l:' .. 0 I, I :':). ~: - -.: E-t ,"-,,' 0 .. .....-. .0 :'1' :--: c .. E "tl .... , Q.. v,t;:., ~ .2 0 ~~. , .. ~ 0 . . (~) 0 u: , " . -' CD L. . ;1.1 .:..' ~ :"';::i ~ 6~" ".., ._'..' WL.; cr ~.~J 0"'- ""' .:..,~ 0<0-' 0(3 :0= ' '.0 ..Jo::,-. <">w ~).';- ~o< ~ ,...,=> IX> -'u '-' ~ Inventl)ry of the real and personal estate of FANNIE I. LEFEVRE deceased, 1. House and lot in the Village of Cumminstown, Penn Township, Cumberland County, Pa. 2. Checking Account No. 4-2373-4, Farmers Trust Company, Carlisle, PA. 3. Certificate of Deposit No. 23096, Farmers Trust Company, Carlisle, PA. A. Accrued Interest on Item 3. 4. Certificate of Deposit No. 8053, Farmers Trust Company Carlisle, PA. A. Accrued Interest on Item 4. 31,300 00 4,461 06 27,651 74 922 95 18,000 00 9,507 36 23,97S\ 24 II 586131 I \1 I I I 5. Savings Account No. 1-036895, Farmers Trust Company, Carlisle, PA. A. Accrued Interest on Item 5. U.S. Government Series "E" Bonds with denominations, issue dates and current values as follows: Denominations Issue Date Value A. $1,000.00 May, 1942 $3,405.60 B. 1,000.00 May, 1942 3,405.60 C. 1,000.00 June, 1942 3,348.40 D. 1,000.00 June, 1942 3,348.40 E. 1,000.00 June, 1942 3,348.40 F. 500.00 Sept. , 1942 1,674.20 G. 1,000.00 Sept. , 1942 3,348.40 H. 1,000.00 March, 1943 3,294.00 I. 1,000.00 March, 1943 3,294.00 J. 1,000.00 Feb. , 1944 3,186.80 K. 1,000.00 Feb., 1944 3,186.80 L. 1,000.00 May, 1945 3,082.00 M. 1,000.00 June, 1945 3,033.20 N. 1,000.00 Dec., 1945 3,010.80 43,966 60 110,000 00 81 25 2,975 60 331 74 56 33 a 00 173,1327 18 6. 7. U.S. Government Series "R" Bonds. A. Accrued Interest on Item 7. 8. Household goods. 9. Commonwealth of Pennsylvania, Public School Employes' Retirement Proceeds. 10. Real Estate Tax Proration. 11. Unearned premium, hazard insurance. j .__..... __ ~ _~ __ __ __ ____ ~. ~a "REY,;182t'X'", .., : ~:\),: ...",' . COMMONWEALTH OF PENNSYLVANIA ' , 4 :No'K000481' DEPARTMENTOFREVENUE ' . " l. ll;;;;:r "",,' .,".. .' OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX , "' I .. ,/ Of !Ill , = '11' ,I ........ -- TAX AT 6% TAX AT 15% I , , RECEIVED FROM " w. Harold Skilly a 0 Bi.~.ah & Horq.n~hal, TAXAT_% ~ty. ESTATE TAX ADDRESS Carlisle, Pa. 17013 '--EfTATEINFOFiMATi(iN-;--N~-;:-i7-,--i98-0 DATE OF DEATH TOTAL TAX CREDIT 15,000.00 FILE NUMBER 21-80-789 COUNTY CWllberlancl m m LESS DISCOUNT PLUS__% INTEREST (FROM TO_I 750.00 DATE OF PAYMENT February 13, 1981 PAHNIB I. LEFEVRE NAME OF DECEDENT TOTAL AMOUNT PAID 14,250.00 POSTMARK DATE EMARKS: -PAID O. ACCOUII1'1'- SEAL RECEIVED BY . ~ // li,.. ti. :.- . . ~ary~ ~~l~ Register of wills I REGISTER OF WILLS I j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNJ}FIL NO: ;Z I - Y, 0- '1 'iJ 9 , I\J{)/ "\'Y) ( ~/M ,'01 TO: tJ 71";Wi 4- ' -p);~k..."h ~~B~ G~ .~. /70!...3 [ GJ OATE ~? 7 19FJ I ESTATEt-Cvv~<t... J. ~ l~ FILE NO. ~ / - 'lr () - ? fJ'l COUNTY ~~,9-O^",,~ ' ., DATE OF DEATH.5: n/ I 7 ! 9 f't< , , \ , Appraised Value of Estate: Real Estate s 3/ ()oO,()D .. + 1'10., 5eol7,/8' Personal Property Jointly Held PropertylTransfers + Total Approved Deductions $ f 73 Y'd 7, It Ifl/, S5 If. 0/ sl J..9 ),'73/? Total Gross Estate Clear Value of Estate Less: Approved Charitable Exemptions $ ) ~ '1 ~ '73 I 7 Clear Value of Estate Subject to Tax Amount Taxeble @ 6% Rate s tax due $ Amount Taxable @ 15% Rate / a9~ ;) 7-31 7 tax due J9,396/1Y TOTAL PENNSYLVANIA INHERITANCE TAX DUE S * * * '* * * A five percent discount totaling $ will be granted if the Inheritance Tax is paid bV Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT J..-J3-X) S 1'/, J.,5 (). (J? + S 7.S6 ,OU S = $)S,OcO,60 + = + = Interest accrues at 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 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ q,3 CJ 0 , q g Assessed by: ... // /,i// // ,;(~(.d~ Agenl for the Commonwoihh 'J / See Inlormation on Reverse Side ) , // / ':C:::1K-~'--(~ ' l,tCiIS7[P, Of- '.VILlS (// INFORMATION To insure proper credit to your account. the name of the estate and file number should be clearly prinl- ed on the check or money order, This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P.S. Ii 2485,7081. To the extent that inheritance tax is paid within three (31 months after the death of the decedent. a discount of five (5) percent is allowed (72 P.S. Ii 2485,716). Inheritance Tax. other than tax on a future interest. is due at the date of the dccedenfs death and becomes delinquent at the expiration of nine (9) months after tho decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is pavable within three (3) months after the transfer lakes effect in possession and enjoyment and is delinquent lhereafter (72 P.S. ~ 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ----------------------------------------------- - - ---- ----------- ---- -- ----- 1 month .005 4 months .020 7 months .035 10 months .050 2 months ,010 5 months .025 8 months .040 11 months .055 3 months ,015 6 months ,030 9 months .045 12 monlhs .060 1 days .00017 11 days .00186 21 days ,00352 2 days ,00034 1 2 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 deys ,00068 14 days .00237 24 days .00403 5 days .00085 1 5 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 within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estala 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: 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 ai'e 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 is no 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. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, c "" " 8 > t'1 > ~ z > 0 " ~ 0 C'l n c: ~ z ::: z t'" t'1 t'1 ;>;: Z > !=' - 0 t'" "" -l Z Z t'1 -l t'1 Z 9 !=' -l -< Ul t'1 - '" Z 0 Ul 0 ..; ." i1;l 9 ." ~ ~ 0 ." 5 ." - Z n - > t'" c: Ul t'1 0 Z -< -< :< tTl t'1 ~ > > ::0 ::0 II\ICTDIIf'"TIr\I\lC enD f"nl\ftDI C:TIf\ln c:,..uc:nlll 1= "e" " -- . --' ..--- -. -:.;...;:;...:.-~-~ . nEV.455 EX4- (J.HOI COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of FANNIE 1. LeFEVRE Date of Death 11/17/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-80-789 Claimant None Rela! ionship to Decedent Claimant's f,ddress ITEM NO, DATE NAME OF PAYEE REMARKS AMOUNT Income Tax Returns Statement, Decedent's care 272 .12 130.00 5,000.00 6.00 3.00 Pa, Dept, of Revenue Boyer & Ritter W. Harold Ske11 r f , State Income Taxes Re ister of Wills W. Harold Skelly and Lois McCommon W. Harold Skell and Lois McCommon Filin Inventor & RCC Fi1in Debts & Deductions Reserve for Final Accounting and Closing Expenses Accountants' Commission 350.00 8,500.00 Bietsch & Morgenthal Attorney's Fees 8,500.00 TOTAL THIS PAGE 44,554.01 I hereby certify that to the best of my knowledge anel belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to ,-~.~s~a..~e ,~s d~uctions for Inheritance Tax purposes, W.. I J ,y,...,t?./ ~J...t.11 , :(,~G. J IJtc (;,1.,v-,n6-r August 3 . 1981 ~ 51GNATURE OF ATTORNE~IFIOUCI^RV DATE OFFICIAL USE ONLY , DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S # .5';5' !(, (j { AT I,,, ~ v PERCENT, 01/1. C.;- .(lV.M.;.> Q1.1.!I. >; Iq n REf'lsTEI~ OF WILLS PATE <)9.k_ \!+:;.,,..,.... 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 suppert 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 is no 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, The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, , i .'. r' "C 0 ('l ~ t'1 ~ ~ z )- 0 0 '" C'l ('l c: 0 ~ z ::: z F= t'1 t:l ;><; Z " 9 - 9 z Z t:l -l t'1 -l Z P -l -< t'1 - 9 '" '" ' cO z 0 '" 0 -l" ~ ",'" P "l "l "S. ~ ~i >0;;' ~!"""'r ..,., _;0: ., Or" "'~ z~,::, . ';~ :"; ~ .../:. '" :t=> r: CI:J c:: '" t'1 0 Z -< -< !( t:l t'1 ~ ~ )- " 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 for paying the debts. ., " INFORMATION To insure proper credit to your account, tho namo 01 tho eslato and hIe number should bo cloarly print- ed on the check or money order, This assessment is made in accordance with Section 708 at the Inhentance ond Estate Tux Act of 1961 (72 P.S. ~ 2485,708). To the extent that inheritance Inx is paid within three 13J months after tho death of tho decedent. 8 discount of five (5) percent is allowed (72 P.S. ~ 2485.7161. Inheritance Tax, other than lax on a futuro interest, is due Dt the date of tho decedent's death and becomes delinquent at the expiration 01 nino (9) months after the decedent's death (72 P.S. ~ 2485-711), Inheritance Tax on a future interest is payable within three (31 months after tho transfer takes effect in possession and enjoyment and is delinquent thereafier (72 P.S. ~ 2485-712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- -------- ----- --- - - --- - -- - ---------- -- -- - ---- 1 month .005 4 months ,020 7 months .035 to months ,050 2 months ,010 5 months .025 8 months ,040 t 1 months .055 3 months ,015 6 months .030 9 months .045 t 2 months .060 1 days ,00017 11 days .00186 21 days ,00352 2 deys .00034 1 2 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 deys .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 011961172 P.S. ~ 2485,1001). Make check or money order payable to: "Register of Wills, Agent" Mail 10 the address listed below: .__WK"I& __ ~_ ~ ~- -- - - -- ____.L --... -- I Ih'EV.IIIU",. ".-'", " , , l~;fg;;:""":"'i~':" ' '. COMMONWEALTH OF PENNSYLVANIA 4 'No,K'1:'29701' :' DEPARTMENT DF REVENUE I flj"i,.. "", OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II'''' 0, J " 1 ; II a ~Mn . II ~ W. Harold Skelly TAX AT 15% '~ ~~g'AAVED TOm H. BieUch, saq. TAXAT_% , ADDRESS 7 Irvine ROW ESTATE TAX Carlia1e PA 17013 .--ESTATElNF(iRMATi(iF,r------------------~- ----- DATE OF DEATH NOVe TOTAL TAX CREDIT $4,390.98 FilE NUMBER -- - --- ----- ---- m m lESS DISCOUNT PLUS % INTEREST (FROM TO_I DATE OF PAYMENT Au uat 10, 1981 NAME OF DECEDENT pannie I. LaFevre COUNTY Cumberland TOTAL AMOUNT PAID '4,390.98 POSTMARK DATE i REMARKS, SEAL RECEIVED BY // /-.{'ic/ I // (/ Ij f. . ) (! . ,// ,U<../7....v SIGNATURE / ~ "PAID IN PULL" REGISTER OF WillS (") 05 (")r- ~~ crn ~ .,.'" fT1(") w~ ~ eo "'0 '....'" ;!?::. ....0 1.'lfT; >;: N .'}9 7>- .t:>. 1-.0 ~::-:? ,,~ ~ . . "" J ::. .. <- , .., '- " I'il , - .;:: ~ '~: ".::, ~fil " , ~..' - oJ ] ',,:: .' .. , " .. .. : >0( ., 0' :> , Z o-:lZr..1'il t:: ~ ) :I: 000r:. '" ~ . co ~ " .::; ..' .' .0 .<: I- ~:::' OJ.. 0 Oi2:E 'o-:lp., r.-l r-- .. .. -.' '~~' Z r.-l 0.0: H tIl I .. .. 4jj, g I'l 0 ~ ;:: .. \JJ ~ U) tJ.. :I: ..: 0 .- " ;; ~ 0 O'UE-iHU)"M co ~ " c;,; :~ . I'il Cl 1'0 I '" . 3: p.,:S::o:, ~ >< u ,;: ] G ;; ') 0:: ~ rl ; !( 0 ~ o UI'il 8r.-l ~ .. '" I/~.g a: p::r..tIl HOZO N 0 '" il ,. ." 0 c is ':f. , .. .. ~ p.,OHtIl~8P , ~ .. ... :.:;: ::E ~ z ~ o ~ O. c ~ >~~ ~ ;; 0 ..' :r. ;: .. ~.jJ z r..Zo-:lO.o:ZU": ~ ~ Crl .~ 0: ! Ul Z '" ~ .' .. :J ell 00 E-<r..Z H - ~j ~ ., Q) 0 ::i '" = ~ ~ 1'0 HCl::i r.-lO~ 'I:: c r.: ,. K ~-6'M ~ r.-l ?; 0. ~ .. :I: a: E-4 E-' Z r.. p., ~ E-4 c .;.. ,. :'1 " " E ~ ~ ZP":E-<O :> ..: - ... '" c " ",,- 0 [Ej~ tIl r..li!o-:l '" p... OJ r.: ~ r;.;. H><HI'ilO >< E-4 ..c: ., v .. .. , .- 1Il tIl - ~ .. .. I- r.-lll':o-:lZ8 r.-ltll c .:1 .. .9 :-.r./i E-48o-:lH.o:r.-l~~ r.-l '" - ..', '~~ S \JJ :;I .." .' iil:tIlr.-l::E:E-<E-4:!: c . . ... ,... 0 1:: '" " ... c ....- - c:: - E-4H:<;0 tIl;:SPr.-l Q) e " I, :..' U .. II) E-t m tIlOtll.o:r.-l up., OJ ;:; r.; ~ $..l :;.,.... ~ OJ 0) ... (,) 0 ~ C '" e v ,- " 1"1 ':"' . l:: .." .. ..c: " ';::: - " C ~ '" Q) Ul Q) - .. ~ .<: c " ..c: :.c " ~ Ul 0 a c 0 " <:: ~ ~ - t:: " - .c , J >, ". , , 1\ STATEMENT OF PROPOSED DISTRIBUTION OF W. HAROLD SKELLY, AND LOIS McCOMMON, ADMINISTRATORS C.T.A. OF THE ESTATE OF FANNIE I. LeFEVRE, LATE OF PENN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. " I ESTATE NO. 21-80-789 :1 ~ ~ The Accountants propose to distribute the assets remaining in their. hands, consisting of cash in the amount of One Hundred Twenty-One Thousand Four Hundred sixteen and 44/100 Dollars ($121,416.44), as follows: W. Harold Skelly and Lois McCommon, Reserve retention to meet any additional obligations of the Estate pending audit of the Federal Estate Tax Return and resolution of any additional income tax responsibility, with distribution of said escrow retention, or the balance thereof remaining, following resolution of said matters, in the proportions set forth following. . . . . . . .. .. . .. .. . .. . .. . . . . . . . . .. . . . . . .. .. . . . .. . . .. . . $ 1. , ;i :1 :i i I ii 2. " 3. i 4. , " ': 5. ij " 6. " Ii 7. " i 8. " 9. ! 10. Mary LeFevre Estate (Mary LeFevre havi.ng died on May 11, 1981)...............,..,............... Margaret K. Bond, Cash.........,.................. Nan K. Baker, cash................................ Lois McCommon, Cash........................................ Mary K. Shenberger, Cash.......................... June S. Glenn, Cash............................... ~lilliam R. Scott, Cash............................ John Scott, Cash.............................................. Robert E. Scott, Cash........................................ 11. John Kelso, Cash..............,...,....,..,....... 12. Jean K. Gran, Cash............,................... 13. W. Harold Skelly, Cash........,..........,........ 14. J. Conrad Skelly, Cash............,... ...,........ II 15.. Helen S.. Baber, Cash................................................ ,I \1 lI![R 99 PACE 692 i' - 1 - 5,000.00 23,283.29 11,641.65 \ 7,761.10 i 7,761.10 7,761.10 5,820.82 5,820.82 5,820.82 5,820.82 5,820.82 I 5,820.82 5,820.821 5,820.82 : I 5,820.82 i I , I' II I ,I :1 " " , , i 16. " II James L. Skelly, Cash. . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5,820,82 TOTAL. .. . . .. .. . . .. . . . . .. $121, 416 . 44 ii , ,I I Ii The above distribution is proposed because the Last will and :1 Testament of the decedent, Fannie I. LeFevre, devised her estate, :i in equal shares, to Mary LeFevre, Grace L. Scott, Pearl L. Kelso, 'I Margaret L. Gardner and Helen L. Kurtz. Mary LeFevre survived '! decedent but died on May 1l, 1981. Grace L. Scott, a sister I of decedent, died on January 12, 1973, survived by children, June :' S. Glenn, William R. Scott, John Scott and Robert E. Scott. Pearl ! L. Kelso, a sister of decedent, died on July 17, 1969, survived !i bY,a child, Marg~ret K. ~ond. and John ~elso and Jean K. Gran, i ch11dren of a ch11d, Elv1n Kelso, who d1ed on August 12, 1957. I Margaret L. Gardner, a sister of decedent, died on May 28, 1977, :i survived by children, W. Harold Skelly, J. Conrad Skelly, Helen 'I S. Baber and James L. Skelly. Helen L. Kurtz, a sister of , decedent, died on December 23, 1974, survived by children, Nan K. 11 Baker, Lois McCommon and Mary K. Shenberger. " The distribution herein proposed carries out the intent of Ii the Last Will and Testament of the decedent. d :1 II 'I II il Ii Ii II COMMON\'lEALTH OF PENNSYLVANIA II 'I II !i Ii Ii 1\ ..,..Ii,..". bJ. ..! ~ I M "...,~\\ ~ rJi';'-,. ~ ....,\',.,';;~!,...'I,../", W. Harold Skelly /:::::'~~_! C'",..,,;~' ~ : ':"_ !I .;-. ,::. /J , : :,. t.:.l a:r'"::. . lAd ~ ~ .~:~ ~ .' .5;'7.: ;..~, o.-t- N(C ". .;','-:-. 'W' ,",',.''';:! L01S McCommon ..... (' /~~..~..\~i;J;fvj/to and subscribed before me ..'.,.~'" ~~.~.:.~t.j~day of August, 1981. , "'''\I~~ y ~~ I .1/".111";0 1.'''''''''''71l:~. NOTARY PUBLIC r",....._.,......_'I,...,..,'l!l!y Carlisle, PA N.y C ,mmission Expires January 27, 1983 tN, d...d.( ~f!f W. Harold Skelly 411!c ~~ L01S McCommon : SSe COUNTY OF CUMBERLAND W. Harold Skelly and Lois McCommon, being duly sworn according to law, depose and state that the foregoing Statement of Proposed Distribution is true and correct, to the best of their knowledge, information and belief. Ug[R 99 PACE 693 - 2 - (') 05 nr- ::o~ em - 3:5,t fT,n ""0 ro, ;;:: ,;;;0 ""0 :;:) ,0 ;:::0 .'T~rrl . .U N :"9 "'":r. 3::: .J::> '''''0 , ~..." ..., ~.-".,-; '0 ,;::; " ~'-.l -., c. "u(."' ! ',,~,- - ~ , . " ~ .~ " ~ s: 1 ;: '- "~ c :.a .J ,,~ ' .. c " " · II '" ~ :J " ... < E. ~ r.. r.. :;: " <. " . '" " 0 00 " '" :-2 " :t ~g~m -'l ::: '~ u '" i lJl Z " ~ - ..:l ~ " " . ,,, 'D . E-i P:r<.r.<1'!; '" -" -~ " " tl' ... - .':: :S ~ Z ()CGl..c ~CIlOOE-ilil (Xl ~ III l'l ~ OJ ::: " o~!! H E-i ::s ' l"- e a " - r.< III 0 .._ 0 ~ 1 '" ~ c" .. IJ 00~r.< r.<1'!; 0 'i:; r.' " " C) ... LU ::s~o.. U..:l Eo< IXlH 0 ell ,~ ~j ~ - :t "" Q.a ... IJ .~ E: ell - ~ U E-i I:( -:;: Z (Xl ~ " c -:5 .a 0: !( 0 HE Q,,c 1'!;0CllEo<fil~1'!; I - u f; tJ II: ~ g -::: ~ d 0 'iE~ ~HtIl u::> ..-i .':: 0 ~ , III ~ .. ~ ..:l ~ r.< g; ,:;l N ai e :;: " :;;a -I.l :l! z iii ~:; " " - " -'" - ! -"'1)::3 ~><:;:r:lr..P<CIl OJ e ell '" ~ GJ z .J OcCu.o . - "0 "0 - > ~ ~ e '.... a: III 0- COe'l: ..:l 0 GJHZ 0 .-::: ~ :>. ... e; -IrtJ. <tl 0 -. ... " ~ ~ '" ell - ~ ... ~ l-~;; r<...:lI:(E-i..:l:I:Z Z " ,s ~J " ~ >< 0: .... r-;) .. ell :t u.> ~o ~ CIlr.< " " - " ...- . >( .. u ': .., o -r<.' ~ P< r.< - "3 C' U'l .. p,~ 0 0 :::; , 0 p!:it ~ ..2 .. .- ,- a ... ~CIlZOH'" 0 c'). .:.. " e en ~ ~ " o o-r.< - "?, .. a 6 ',J ::') " ... ... ,Qc- 0 o ~ . r.< E-i >< CIl E-i >. t; .D 'Iii __:I 0 E-i..:l I:(H E-tl'!; lJl ~ 0 ";;1 III r.< '-e .. - -;:: CU ..::: Eo< CIlOO 'Zz~r.< ~ .~ ~ - P:P::UEo<~Z U OJ :; e ;; i5 m ... ell ... H:a tJ. r.< 0 r.< 0 ell "0 " " e '" r<. ::;:ur..p<uo >. u a " ... " Cl> '0 -" u " ~ ,g -" '" '" ] ~ "0 " :.;:: ~ 3 ~ - ':~ '.I: '. . .". , . ~ ,t i I I I ,I :\ II I Ii ;1 'i II \1 :i II Ii II !I [I 1\ The I' personal I . 0 " FIRST AND FINAL ACCOUNT OF W. HAROLD SKELLY AND LOIS McCOMMON, ADMINISTRATORS C.T.A. OF THE ESTATE OF FANNIE I. LeFEVRE, LATE OF PENN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. FANNIE I. LeFEVRE DIED ON NOVEMBER 17, 1980. LETTERS OF ADMINISTRATION C.T.A. liERE ADVERTISED IN CUMBERLAND LAW JOURNAL ON JANUARY 16TH, 23RD AND 30TH, 1981~ AND IN THE EVENING SENTINEL ON DECEMBER 29, 1980, AND JANUARY 5TH AND 12TH, 1981. DEBITS PRINCIPAL OF PERSONAL ESTATE Accountants charge themselves with items of principal of estate received by them, as follows: I December 19, 1980: i I I i Checking Account No. 4-2373-4, Farmers Trust Company, Carli.sle, PA.................................$ 4,461.06 Certificate of Deposit No. 23096, Farmers Trust Company, Carlisle, FA................................ 27,651. 74 , ! Certificate of Deposit No. 8053, Farmers Trust :1 company, Carlisle, PA................................ j\ Savings Account No. 1-036895, Farmers Trust it Company, Carlisle, PA................................ 18,000.00 23,978.24 U.S. Government Series "E" Bonds with denominations, issue dates and values as follows: Denominations Issue Date Value A. $1,000.00 May, 1942 $3,405.60 , B. 1,000.00 May, 1942 3,405.60 II C. 1,000.00 June, J.942 3,348.40 \1 D. 1,000.00 June, 1942 3,348.40 \1 E. 1,000.00 June, 1942 3,348.40 F. 500.00 Sept. , 1942 1,674.20 !I G. 1,000.00 Sept. , 1942 3,348.40 H. 1,000.00 March, 1943 3,294.00 " I. 1,000.00 March, 1943 3,294.00 II J. 1,000.00 Feb. , 1944 3,186.80 II K. 1,000.00 Feb. , 1944 3,186.80 L. 1,000.00 May, 1945 3,082.00 M. 1,000.00 June, 1945 3,033.20 1\ N. 1,000.00 Dec. , 1945 3,010.80 43,966.60 ... ........ - 1 - L1BER 99 PAC:: 68', .. . t._.. \1 I' :1 \! il Ii :' .; " u.s. \: " ,I Government series IIHlt Bonds......................$ 10,000.00 :\ Household Goods""..."..""""" " " " " " " " " . " " . " . " . " . " " " . " " " " " ,I December 31, 1980: " " , Commonwealth of PA., public School Employees :i Ret~rement P t 1 .10 aymen """".""".""".""."""""""",,.,,""""""" :1 ,March 16,1981: " ! ii Real Estate Tax Proration on sale of real estate...... Ii Unearned premium, Hazard Insurance on real estate..... 2,975.60 331. 74 56.33 8.00 TOTAL."""".""""....".,," .$131,429.31 ',I The Accountants charge themselves with items of income of [, personal estate received by them, as follows: I " " !I December 31, 1980: I ,I Interest, Certificate of Deposit No. 23096............$ 1,235.53 [1,\' Interest, Certificate of Deposit No. 8053............. ,\ Interest, Savings Account No. 1-036895................ " Ii :1 January 7, 1981: I' ~l Interest, Redemption of Series "E" Bonds.............. d , February 11, 1981: ,I , " II Dividend, Estate Funds................................. i' :1, , March 13, 1981: " I , 'I :1 INCOME OF PERSONAL ESTATE :i :' ,I Dividend, Estate Funds................................ March 16, 1981: Interest, Series "H" Bonds""".""...."...".....,,""""""" , ,i April 8, 1981: I: Funds" " " " " " . " " . . . . " " . . " " . " . " . . " . " " " " " Dividend, Estate II May 8, 1981: II' Dividend, Estate I, I' Ii , Funds" " " " " " . " " " . . " " . " . . " " . . . " .. . " " .. " " " lIBER 99 PAGE 688 - 2 - 9,699.68 694.92 522.80 995.02 1,067.00 162.50 1,408.81 1,562.90 \ \ 1\ Ii 'I Ii II Ii II 1\ I' 0\ II , \1 II [, 1\ " Ii Ii I , I , I II \ I , 'i I I \ I I II I' II Ii I :1 I I , I II II , 1\ I I I i ! , I I I I I . L... I , The Evening Sentinel, Public Sale Advertisements......$ The NewsChronic1e, Public Sale Advertisements......... The Valley Times Star, Public Sale Advertisements..... Samuel A. Miller, Auctioneer................... ....... Barrick & Barrick, Clerking Sale...................... Thomas A. Neff, R. S., Surveying....................... Recorder of Deeds, Realty Transfer Tax................ Hoover's Plumbing & Heating, Inc., plumbing Repairs... United Telephone Co. of PA., utility Statement........ 47.88 31. 68 15.84 483.00 128.00 20.00 313.00 332.95 9.40 47.59 718.84 38.00 25.00 16,062.21 272.12 130.00 5,000.00 6.00 3.00 350.00 PP&L, statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Agway Petroleum Corp., Fuel Statements........ ........ Meals on \fueels, Statement............. . . . . . . . . . . . . . . . Penn Twp. Fire Co., Statement......................... Internal Revenue Service, Federal Income Taxes........ Pa. Dept. of Revenue, State Income Taxes.............. Boyer & Ritter, Income Tax Returns.................... W. Harold Skelly, Statement, Decedent's care.......... Register of Wills, Filing Inventory & RCC............. Register of Wills, Filing Debts & Deductions.......... W. Harold Skelly and Lois McCommon, Reserve for Final Accounting and Closing Expenses....... ........ W. Har~ld.Skel1y and Lois Mccommon, Accountants' Comm~ssl.on. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,500.00 8,500.00 18,640.98 Bietsch & Morgenthal, Attorney's Fees................. Commonwealth of PA., PA. Inheritance Tax.............. TOTAL. . . . . . . . . . . . . . . .. . . $ 63,798.89 TOTAL ADMINISTRATION EXPENSES, ETC...............$ 63,798.89 TOTAL CREDITS...........$ 63,798.89 TOTAL DEBITS..................................... $185, 215.33 TOTAL CREDITS.................................... 63,798.89 BALANCE........ .........$121,416.44 ASSETS There remains in the hands of the Accountants assets as follows: Cash. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . $121 , .416 . 44 TOTAL......... ..........$121,416.44 - 4 - L1BER 99 PAGE 690 INSTRUCTIONS To insure proper credit to your account, the nome 01 the estote and lile number should be clearly printed on the check or money order. This determination and assessment is mode in accordance with Section 421 and Section 732 01 the Inheritance and Estote Tax Act 011961, 72 P,S. 2485-421, 732, The estate tax imposed by Section 421 is due at the dote 01 the decedent's death but sholl not become delinquent until the expiration 01 eighteen (18) months alter decedent's death provided that any estate tox occasioned by 0 linol chonge in the Federal return or 01 the tax due thereon shall not become delinquent until the expiration 01 one (1) month alter the person liable to pay i the tax receives linol notice 01 the increase. Calculate interest from the delinquent dote shown I on the loce 01 this lorm to the dote 01 payment using the following interest tob'e: I ------------------------- --- --- -- ----- --- -- -- -------- ----.---- ---- --- ---- --------- i 1 month .005 4 months ,020 7 months ,035 10 months .050 I 2 months .010 5 months ,025 8 months .040 11 months ,055 , 3 months ,(lIS 6 months ,030 9 months .045 12 months ,060 1 day 2 days 3 days 4 days 5 days 6 days 7 days 8 days 9 days 10 days ,00017 .00034 .00051 ,00068 ,00085 ,00101 ,00118 ,00135 ,00152 .00169 11 day s 12 days , 13 days 14 days 15 days 16 days 17 day s 18 days 19 days 20 days. .00186 .00203 .00220 ,00237 ,00250 ,00267 ,00284 ,00301 ,00318 ,00335 21 days 22 days 23 days 24 days 25 days 26 day s 27 days 28 days 7!i days 30 days .00352 .00369 .00386 .00403 .00420 .00437 ,00454 .00471 ,00488 .00500 ---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not sotislied with the assessment may object thereto within sixty (60) days alter receipt 01 this notice as provided by Section 1001 01 the Inheritance and Estote Tax Act 011961 (72 P.S. ~ 2485-1001) Moke check or money order payable to: "Register 01 Wills, Agent" Moil to the address listed below: " l,' (r'./: Gz: '-'", wi; '" ,"'~, '" -, '-C ~