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MARY C. LEWIS
Register 01 Wills &
Clerk of the Orphans' Court
JERRY R. DUFFIE. ESQ.
Solicitor
OFFICES OF
Ut2gil1ur of DUlls nub <!Herk of tite (@rp!tnnll' (!tom
<!lOUllt!1 uf C!lumberlnnll
COURTHOUSE. CARLISLE. PA 17013
November 13, 1980
TO THE REGISTER OF WILLS IN AND FOR MONTGOMERY COUNTY
RUTH WITTER, A/K/A
RUTH V. WITTER
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Fiduciaries Code of
IN THE MATTER OF THE PROBATE OF
THE LAST WILL AND TESTAMENT OF:
In pursuance of the probate, Estates and
1972, Section 3154, you are hereby commissioned and Deputized
by me, to take and receive the affidavits of:
Paul E. witter Executor
Gerturde M. witter - subscribing witness
4J~uu fl-~~
Mary C "Lewis
Register of wills
Cumberland county, Pa.
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LAST WILL AND TESTAMENT
I,
RUT H
WITTER,
also known as
RUT H
v.
WITTER,
of the City of Harrisburg,
Dauphin County, pennsylvania, declare this to be my last Will and
revoke all Wills which I have previously made.
FIRST:
I direct the payment of all my just
debts and funeral expenses as soon as after my decease as convenient.
S E CON D :
All of my furniture, books, pictures,
jewelry, silverware, automobiles and accessories thereto, clothing
and all other articles of personal or household use, together with
all policies of insurance relating thereto, I give to my children,
DOROTHY A. SCHRAG, PAUL E. WITTER, and ARDIS ALDERFER, if they
,
survive me, and otherwise to their then living issue, in equal
shares, per stirpes, to be divided among them as they may determine
(my Executor to represent any minor in any such determination) or
should they be unable to agree, as my Executor may decide, with
power in said Executor to deliver any such property to which a
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minor may be entitled either to the minor or to another to hold
for such minor during minority, the receipt of such person to be
a complete discharge of said Executor, or to sell the same and
apply the proceeds for the benefit of the minor in such manner as
said Executor may determine.
THIRD:
I give and bequeath the sum of ONE
THOUSAND DOLLARS ($1,000.00) to BRETHREN IN CHRIST BOARD FOR MISSIONS,
Elizabethtown, pennsylvania.
- 1 -
6-:~9
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F 0 U R T H : All the rest, residue, and remainder
of my estate, real and personal, I give, devise, and bequeath as
follows:
(a) ONE-THIRD (1/3) share to my daughter, DOROTHY A. SCHRAG,
if she survives me, and otherwise to her then living issue, per
stirpes.
(b) ONE-THIRD (1/3) share to my son, PAUL E. WITTER, if
he survives me, and otherwise to his then living issue, per stirpes.
(c) ONE-THIRD (1/3) share to my daughter, ARDIS ALDERFER,
if she survives me, and otherwise to her then living issue, per
stirpes.
F 1FT H : If any beneficiary has not attained
the age of twenty-five (25) years or, in the opinion of my Executor
or Trustee, is incapable, because of physical or mental incapacity,
or properly using any payments of principal or income to which he
is entitled, my Executor or Trustee may use any payment to which
such beneficiary shall be entitled for the maintenance, support,
health and education of the beneficiary. Any amounts not required
may be held by my Executor or Trustee and invested in accordance
with the provisions of this Will covering investments by Executor
and Trustee and any principal and accumulated income shall be paid
over to the beneficiary upon his attaining the age of twenty-five
(25) years, or upon termination of his incapacity or, in the event
of his death, to his personal representative.
- 2 -
.
.
.
S I X T H :
All principal and income shall,
until actual distribution to the beneficiary, be free of the
debts, contracts, alienations, and anticipations of any bene-
ficiary, and the same shall not be liable to any levy, attachment,
execution, or sequestration while in the hands of my Executor or
Trustee.
S EVE NTH :
All estate, inheritance, succession,
and other taxes, imposed or payable by reason of my death, and
interest and penalties thereon, with respect to all property
comprising my gross estate for death tax purposes, whether or not
such property passes under this Will, shall be paid out of the
principal of my general estate, as if such taxes were administration
expenses, without apportionment or right of reimbursement. I
authorize my Executor and Trustee to pay all such taxes at such
time or times as they deem advisable.
EIGHTH:
I authorize my Executor and Trustee
and their successors to exercise the following powers, in addition
to those given by law, to be exercised in their sole discretion.
(a) To retain any real or personal property which may
at any time form part of my estate, including stock of Union
National Bank and Trust Company of Souder ton, as long as they may
deem advisable.
(b) To invest in any real or personal property without
restriction to legal investments.
(c) To purchase investments at premiums; to charge
premiums to income or principal or partly to each.
(d) To subscribe for stocks, bonds, or other investments,
to join in any plan of lease, mortgage, merger, consolidation,
reorganization, foreclosure, or voting trust and to deposit
securities thereunder; and generally to exercise all the rights of
security holders of any corporation.
- 3 -
.
.
.'
(e) To repair, alter, improve, or lease, for any period
of time, any real or personal property, and to give options for
leases.
(f) To sell at public or private sale, for cash or
credit, with or without security, to exchange or to partition
real or personal property and to give options for sales or
exchanges.
(g) To borrow money from any person, including Union
National Bank and Trust Company of Souderton, and to mortgage or
pledge any real or personal property.
(h) To compromise claims.
(i) To add to the principal of any trust created by
this Will any property received from any person by deed, will
or in any other manner.
(j) To make distribution in kind.
(k) To exercise all power, authority, and discretion
given by this Will after the termination of any trust created
herein until the same is fully distributed.
(1) To register property in the name of a nominee or
to hold property unregistered.
(m) To conduct alone or with others any business in
which I am engaged or in which I have an interest at my death,
with all the power of an owner with respect thereto, including
the power to delegate discretionary duties to others, to retain
temporary reserves of income, to invest other property held
hereunder in such business and to organize a partnership or
corporation to carryon such business.
NINTH:
I appoint my Trustee hereinafter
named as Guardian of any property which passes to a minor and
with respect to which I am authorized to appoint a Guardian and
have not otherwise specifically done so. In addition to powers
given by law, I authorize the Guardian (a) to use such amounts
of both income and principal as they, in their sole discretion,
deem proper for the support, education, and welfare of such minor
without leave of any court, and (b) to invest in any property
- 4 -
OATil 0.. SUBSCRIBING WITNI,SS
COMMONWEAbNlrcffi~SYL VANIA I ss:
COUNTY OF OlIJtMjSI!KKnlIOX (
This Ninth day of December A.D.,1980
before me, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came
Gertrude M. witter
the subscribing wilnesses 10 Ihe foregoing instrument of wrilil.g purporting to be the last Will and Testament of
Ruth witter. a/k/a Ruth V. wittel[)ated__
Auqust 25. 1973
late of
Upper Allen Township
Cumberland County Pa., deceased who being duly
aecording to law, depose and say, that
she was
present, and saw and heard the tesla trix
Ruth Witter, a/k/a Ruth V. witter
sign, seal, publish, pronounee and declare the said
instrument of writing as and for h er Testament and Last Will, and at the time of so doing she
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief.
her
Affirmed
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Gertrude M. w~tter
and subscribed before
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".. being duly
Ruth witter. a/k/a
died on
A.D.,l~O .
AFFIDAVIT OF DEATH
COMMONWr1bthtMRflfNNSYLVANIA l ss:
COUNTYO~ ~
Paul E. witter
says that as nearly as can be ascertainerlthe said decedent
Ruth V. witter
Sunday
2nd
November
the
day of
at or about
10;30
o'clock, ~M.
Affirmed
and subscribed this
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Paul .E. witter
9th
December
y
day of
80
19,_, before
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OATH 0.' PERSONAL REPRF,SENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTYOF~
Wciritgomery
Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of
Cumberland, personally came
who, being duly affirmed, do
Paul E. witter
Executor
depose and say that as
deceased
of the last Will and Testament of
Ruth witter. a/k/a Ruth v. witter
He
December 9 ,
A.D., 191ill-
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DECREE
Be it remembered that on the
29th
Decerober
80
,A.D.,19 , there was probated and
day of
recorded the last Will and Testament of Ruth witter. a/k/a Ruth v. witter
late of
Upper Allen Township
, Cumberland County, Pennsylvania,
Deceased. Lellers Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
Paul E. witter
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RECORDED(,H"~: f
REGISTer ;
l'OM\IONWE,\r:l'II OF PE~NSYL\',\NIA
nnpllrtlll~llt ot' Jlf!VI~IlUP
'81 ,IAN 19 1'1 :1('
!cNTIIY INTO SAn: DEPOSIT MI~~'-OHf'f1t.,I:'c ;;i:.
TO IIEMOVE ^ WILl. 011 CE\IETI,i'(Ydi~lltL!\;' CJ ,: .
11/3/80
(lln te or En try)
1. Name or deccdent: RUTH 'I. WITTER
2. Address or decedent: 100 Mt. Allen Dr.. Cumberland Co., Upper Allen Twp., Mechanicsburg,
Pa. 17055
3. Date of death: 11/2/80
4. Name and ndrlrr.ss of fler:=;on who r~questerl the opening of the box:
PAUL E. WITTER, Rt. 152 Box 214, Perkasie. PA
5. Name and address of the fi.nancial institution where thp. safe deposit box 1s
located: UNION NATIONAL BANK & TRUST CO. OF SOUDERTON, 10 W. Broad St.. Souderton. PA
18964
6. Number of box: 324
7. Title under which box is registered: RUTH V. WITTER
8. Was there a will in the box? (Yes or No)-E9
ll. If yes, stnte date of will, name and ad,lress or personal representative, if
named in the will, and name and address or attorney, if any:
And now this 3rd day or Novpmhpr
certify under penal ty or perj ury that the above
to the best or my knowle,lge and belieI'.
, lH Rn , I hereby
reCO:d~.. -,is correct ,?andacomPltr2
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Signature
Edward R. Aichele.III. Cashier
Print Name and Title
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i' "RECEIVED
FROM
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TAX AT 6%
TAX AT 15'11
'.111 B. witter
c/o B v n R.
, BOX 155
soudenon, pa.
TAXAT_%
aq.
ESTATE TAX
ADDRESS
6,489.55
18964
TOTAL TAX CREDIT
'--ESTATEINFORMAT~N:--------------------------
OATE OF DEATH Nov. 2, 1980
FILE NUMBER
21-80-797
324.47
LESS DISCOUNT
PLUS % INTEREST
IFROM TO_I
OATE OF PAYMENT
January 30, 1981
RUTH WITTER, A/K/A
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TOTAL AMOUNT PAID
6,165.08
NAME OF DECEOENT
COUNTY
.
CWIlber1and
--------------
------------ ----- - -----
?OSTMARK DATE
!MARKS: "pAD) OS ACCOUN'l'''
SEAL
RECEIVED BY
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Ma ~~Af..a
Re~at.r of Willa
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REGrSTER OF WILLS
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d /-&)-797
Inventory of the real and personal estate of
Ruth Witter, a/k/a Ruth V. Witter,
deceased
PERSONAL PROPERTY
Cash
1. Union National Bank and Trust Company of Souder ton , Savings
Certificate #01-29828, dated 7/7/80, $10,000.00
10,064 03
2. Union National Bank and Trust Company of Souderton, Savings
Certificate #01-29852, dated 7/22/80, $15,000.00
15,044 66
3. Union National Bank and Trust Company of Souderton, Savings
Certificate #01-29119, dated 5/29/80, $40,000.00
40,765 27
4. Union National Bank and Trust Company of Souder ton , Savings
Certificate #01-20824, dated 8/19/78, $5,000.00
5,014 60
5. Union National Bank and Trust Company of Souderton, Savings
Certificate #01-20825, dated 8/19/78, $5,000.00
5,014 60
6. Union National Bank and Trust Company of Souder ton , Savings
Certificate #01-20826, dated 8/19/78, $5,000.00
5,014 60
7. Union National Bank and Trust Company of Souderton, Savings
Account #0102-01523-7, balance includes interest to date of
death
4,123 09
8. Union National Bank and Trust Company of Souderton, Checking
Account #0111-46365-9, balance
406 53
Stock
9. Farmers Union Cooperative Association of Navarre, Kansas;
Certificate of Indebtedness #46, dated 7/26/71, $500.00
plus accrued interest
20 shares Farmers Union Cooperative Association of Navarre,
Kansas (Certificate No. 1956, 12/13/67 -11 shares; No. 4795,
1/1/77-2; No. 5410, 1/22/79-2; No. 3397, 1/15/73-1; No. 3642,
5/31/74-1; No. 5671, 1/21/80-1; No. 3914, 4/30/75-1; No. 2469,
1/29/69-1)
557 82
178 51
210 shares Univest Corp. of Pa. common stock at 31.00
(Certificate No. 1136, 9/29/73-110 shares; No. 3405,
6/29/78-37; No. 1951, 12/13/76-25; No. 3810, 7/20/78-15;
No. 3135, 1/3/78-13; No. 5282, 1/2/80-10)
6,510 00
12. 15 shares General Motors Corp., common stock at 49.5625
(Certificate NE 543-605, 12/11/68)
743 44
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Paul E. Witter
.mU___ ._____ -. --.- .
boing duly affirmed._______ according to low. deposos and says that ho _ is the Executor..__
___________________ of tho Estato of Ruth Witter, a/k/a Ruth V. Witter
lato of _Ut!P.er Allen Township __________, Cumberland County, Po.. docoasod and that the
within is on invontory mado by _.}~<!ul.. W!.!:.ter ____ -. tho said Executor
of tho ontire ostato of said docedent. consisting of all tho porsonal prol'drty and rool osloto, excopt roal estoto outsido
the Commonwealth of Ponnsylvonio. and that the liguros opposito oach item of the Inventory represent it's fair value
as of the doto of decedent's death.
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SHIRLEY R. , Notary Public:
Souderton Boro. Manlg. Co.
My Commiuion Expires J~n. 9# 1982
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Executor. ?1frtr'irr1ctr'Bftlr .
Affirmed
and subscribed bofore me,
214 Route 152
perkasie, PA
18944
Add,."
Date of Death
2nd
November
1980
Day
Month
Y.1t
INSTRUCTIONS
I. An inventory must be filed within three months oltor appointment of personal representative.
2. A supplement inventory must be filod within thirty days of discovery of additional assets.
3. Additional sheels may be attached as to personalty or realty
4. See Article IV. Fiduciaries Act of J 949.
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Inventory of the real and personal estate of
~
Ruth Witter, a/k/a Ruth V. Witter
deceased
13. 30 shares American Telephone & Telegraph Co., capital stock
at 49.5625 (Certificate No. 0367-8063, 10/22/68)
14. 90 shares Mobil Corporation, common stock at 74.3125
(Certificate No. D258792, 6/22/79-45 shares; No. E140909,
10/31/68-20; No. E209946, 4/16/70-25)
15. Pennsylvania Power & Light Co., common stock at 17.375
(Certificate No. TN CO 132265, 9/28/70-5 shares; NC44645,
10/9/68-45)
16. 20 shares Union Carbide Corp., capital stock at 45.0625
(Certificate No. M251552, 10/30/68)
17. 60 shares Phillips Petroleum Company, common stock at 52.25
(Certificate No. X0044472, 5/9/77-30 shares; No. N03072,
10/30/68-15; No. A011833, 5/11/69-15)
18. 352 shares Philadelphia Electric Co., common stock at
13.2185 (Certificate No. 1117561, 10/4/73-22 shares;
No. 1059194, 10/13/72-31; No. 956353, 10/6/71-19;
No. 453553, 7/8/71-60; No. 855246, 10/22/70-20;
No. 421625, 3/16/70-90; No. 782904, 11/5/69-10;
No. 292898, 10/31/68-100)
Mis ce11aneous
19. Promissory Note: Paul E. Witter and Gertrude M. Witter,
$1,500.00, dated 1/5/79, due on demand and accrued interest
20. Promissory Note: Paul E. Witter and Gertrude M. Witter,
$5,000.00, dated 6/10/75, due on demand
21. Annuity Certificate: Messiah College, dated 9/13/68,
$1,000.00
22. Annuity Certificate: Brethren in Christ Church, Board for
Missions, dated 9/13/68, $1,000.00
1,486 88
6,688 12
868 75
901 25
I 3,135 ao
4,652 91
1,546 23
5,154 11
1,024 75
1,041
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,
COMMONWEALTH OF PENNSYLVANIA I
COUNTY OF CUMBERLAND f
5S:
Paul E. Witter
.__._~-_. -~--_.-.- ------ -----
affirmed did d h J.S the Executor
being duly ._____ accor ing to aw, cposes an says t at he -'
__.---....-.---- 01 thc Estate of Ruth Witter, a/k/a Ruth V. Witter
lato of _~p~~J:._Allen Township . ______. Cumberland County, Po., dec.ased and that the
within is an invontory made by ._._!'!iu1_~-,._ Witter n___ ____, tho said Executor
of th. .ntire estate of said decedcnt, consisting 01 all the porsonal prop..ty .nd r.al cstat., .,c.pt r..l .st.to outside
the Commonwe.lth of Pcnnsylvania, and that the ligurcs opposite .ach itom of the Inv.ntory ropr.sont it's fair v.lu.
.s of the date of d.cedent's de.th.
_..d ..b",;bod b.f.," mo. \
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SH1RlEY R. CUGG. Notary Public
Soudorlon BCI~. t:.onlQ. Co_
My. Commiulon EAplro~ JJn. 9,1982.
Affirmed
O.t. of Ooath
2nd
19 81
_lj3~(Ai f i.~
Executor. r
214 Route 152
Perkasie, PA
18944
Addreu
November
1980
Day
Month
Vu,
INSTRUCTIONS
I. An inventory must bo filed within three months alter appointm.nt of personal r.prosent.tiv..
2. A supploment inventory must be filed within thirty days of discovery of addition.1 ....ts.
3. Additienal sheets m3Y b. attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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ESTATE OF RUTH WITTER, a/k/a
RU1l1 V. \HTTER
TEN TAT I V E
, DECEASED
Pennsylvania Transfer Inheritance Tax Assessment
VALUE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Jointly-Held Property (Schedule E)
TOTAL GROSS ASSETS
$
119,936.30
LESS: Debts and Deductions
$119,936.30
10,777.05
CLEAR VALUE OF ESTATE $
NET TAXABLE ESTATE
1. 000.00
$108.159.25
LESS: Charitable Exemptions
PENNSYLVANIA TRANSFER INHERITANCE TAX
Tax on $ 108,159.25 @ 6 'I. $ 6,489.56
Tax on $ @ 'I.
Tax on $ @ 'I.
Tax on $ @ %
TOTAL TAX $ 6,489.56
LESS: 5'1. of tax if paid wi thin three (3) 324.48
months after death
BALANCE OF I~~ERITANCE TAX DUE $ 6,165.08
!-lAKE CHECK FOR INHERITANCE TAX PAYABLE TO "REGISTER OF WILLS"
RE\'.....40 (t.ao'~
<:OMMONWEJ.L ,H ;}P&NN$YLVAHIA
DEPJ.R~MENT OF REVENUE
TRJ.N$FU INHERITJ.HCE TJ.X
RE$IDENT DECEDENT
Ruth Witter, a/k/a
Estate 01 Ruth V. Witter
Lost Address 100 Mt, Allen Drive
Mechanicsburg. PA 17055
AFFIDAVIT OF
FIDUCIARY
(In.I,ucllons on Reve..e Side)
*
Date 01 Death
November 2, 1980
Social Security No.
510-32-5134
Bu,eau File Ho.
(CITY)
(SrATE)
(ZIPI
County File No.
21-80-797
1. Decedent died:
( ) Intestate (without a will)
(X ) Testate (leaving a last will--capy attached)
2. Is the filing 01 a Federal Estate Tax Return required lor this estate? Yes_ No X
3. ( X) Executor~Xl:: ) Administrator/Administratrix
Name Paul E. Witter
4. All correspondence should be mailed to ( X) Attorney
) Fiduciary.
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Address Route 152. Box 214
Perkasie, FA 18944
(CITY)
(STATE)
(ZIP)
5. \I an attorney is representing the estate, indicale:
Address
Joseph L. Lapp, Esquire
~ouder, Rosenberger, Lapp & Bricker
114 East Broad Street
Home
Souderton, PA
18964
(CliVI
{STATE)
(ZIP)
List all sale deposit boxes registered in the decedent's individual namej,or jointly with, or as an agent or deputy
01 another, or in decedent's individual name with right 01 access by onot er as agent or deputy. Include the nome
and address 01 the bank or other institution where the sale deposit box is located, the name (s) in which the bOK
is registered and the relationship of the joint holders to the decedent.
NJ.ME J.ND J.DDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A $AFE DEPOSIT BOX
Un~on at~ona Bank and Trust
Corn an of Souder ton
10 W. Broad Street
Souderton FA 18 4
NAME OR NAMES IN WHiCH
SAFE OEPO$IT BOX 1$ REGI$TERED
RELA TIONSHIP OF JOINT
HOLDERS TO OECEDENT
Ruth V. Witter
Under penalties 01 perjury, I declare that I have exomined this return, including accompanying schedules and
statements, and to the best 01 my knowledge and beliel it is true, correct and complele.
//{) P','( j ,-
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SIGNATURE OF FIOUCIARY
I /2sI~/
I OATE
,
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the lollowing 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 lhat 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 liIed in duplicate with the Register of Wills of the county wherein the decedent resided.
I 3, TIME FOR FlUNG
~'.l
The return is due nine months after the decedent's death, unless an extension for filing has been applied for and
grant.eo by the Secretary of Revenue within the nine-month period.
4. FAILURE -;0 FILE RETURN
Section 791 of the 1961 Statute provides that" , , .any person who willfully fails to file a return or other report
required of him. . .shall be personally liable. . ,to a penalty of 25% of the tax ultimately found to be due or $1,000
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 01 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 tlle 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 properly, 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.
a, 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 both.
REV-451 (1.eo)
COMMONWEALTH OF PENNSVLVANIA
. OEPARTMEI'lT OF RI!VENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
, ;
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1
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ITEM
NO,
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1.
2.
3.
4.
5.
6.
7.
8.
9.
i
l
SCHEDULE "B"
~ERSONAL PROPERTY
*'
(Instructions on Reverse Side)
RUTH WITTER, a/k/a RUTH V. WITTER
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y)
Cash
Union National Bank and Trust Company
of Souderton, Savings Certificate
#01-29828, dated 7/7/80, $10,000.00
$10,064.03
Union National Bank and Trust Company
of Scuderton, Savings Certificate
#01-29852, dated 7/22/80, $15,000.00
15,044.66
Union National Bank and Trust Company
of Souderton, Savings Certificate
#01-29119, dated 5/29/80, $40,000.00
40,765.27
Union National Bank and Trust Company
of Souderton, Savings Certificate
#01-20824, dated 8/19/78, $5,000.00
5,014.60
Union National Bank and Trust Company
of Souderton, Savings Certificate
#01-20825, dated 8/18/78, $5,000.00
5,014.60
Union National Bank and Trust Company
of Souderton, Savings Certificate
#01-20826, dated 8/19/78, $5,000.00
5,014.60
Union National Bank and Trust Company
of Souderton, Savings Account
#0102-01523-7, balance inclues interest
to date of death
4,123.09
Union National Bank and Trust Company
of Souderton, Checking Account
#0111-46365-9, balance
Stock
406.53
Farmers Union Cooperative Association
of Navarre, Kansas; Certificate of
Indebtedness #46, dated 7/26/71,
$500.00 plus accrued interest
557.82
l\lll'UlomI.UM:E
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Bank and lj'ust Company
Marvin A, Anders
Senior Vice Ptejjdem
January 23, 1981
Souder, Rosenberger, Lapp & Bricker
114 East Broad Street
Souderton, Pa. 18964
Re: Estate of Ruth V. Witter, Deceased 11/2/80
Gentlemen:
We are listing below information regarding the above estate.
All balances and accrued interest figures are as of the date
of death, November 2, 1980.
Savings #0102-01523-7, balance $4,081.35, accrued interest~
$41.74.
Savings Certificate #01-29828, balance $10,000, accrued in-~
terest $64.03.
Savings Certificate #01-29852, balance $15,000, accrued in-~
terest $44.66.
Savings Certificate #01-29119, balance $40,000, accru~d in-~
terest $765.27.
Savings Certificate #01-20824, balance $5,000, accrued in-~
terest $14.60. ,/"
Savings Certificate #01-20825, balance $5,000, accrued in-
terest $14.60.
Savings Certificate #01-20826, balance $5,000, accrued in-~
terest $14.60.
Checking Account #0111-46365-9, balance $106.63, plus a
social security payment received
11/3/80 in the amount of $299.90,
for a balance of $406.53.
If any further inforrnation is required, please contact us.
Sincerely yours,
Senior Vice President
MAA:g
lOWest Broad Street. Souderton, Pennsylvania 18964 . (215) 723.9841
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transler 01 any material part of his estate wilhout 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".) .-.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. nl a
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" ,) No
b, What was the transferee's age at time of decedent's death? nl a
5. Did decedent in his/her lifetime mal\e 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 five b, aoove is "Yes," state whether the right was reserved in decedent alone or others. nl 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 "Yes" or "No".) No
8, Did decedent, at any time, transfer property, the booeficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" 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".) No
.;
.~ " ~
~
,.
THOUSAND DOLLARS ($1,000.00) to BRETHREN IN CHRIST BOARD FOR MISSIONS,
Elizabethtown, pennsylvania.
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FOURTH:
All the rest, residue, and remainder
of my estate, real and personal, I give, devise, and bequeath as
follows:
(a) ONE-THIRD (1/3) share to my daughter, DOROTHY A. SCHRAG,
if she survives me, and otherwise to her then living issue, per
stirpes.
(b) ONE-THIRD (1/3) share to my son, PAUL E. WITTER, if
he survives me, and otherwise to his then living issue, per stirpes.
(c) ONE-THIRD (1/3) share to my daughter, ARDIS ALDERFER,
if she survives me, and otherwise to her then living issue, per
stirpes.
FIFTH:
If any beneficiary has not attained
the age of twenty-five (25) years or, in the opinion of my Executor
or Trustee, is incapable, because of physical or mental incapacity,
or properly using any payments of principal or income to which he
is entitled, my Executor or Trustee may use any payment to which
such beneficiary shall be entitled for the maintenance, support,
health and education of the beneficiary. Any amounts not required
may be held by my Executor or Trustee and invested in accordance
with the provisions of this Will covering investments by Executor
and Trustee and any principal and accumulated income shall be paid
over to the beneficiary upon his attaining the age of twenty-five
(25)
years, or upon termination of his incapacity or, in the event
"
of his death, to his personal representative.
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S I X T H :
All principal and income shall,
until actual distribution to the beneficiary, be free of the
debts, contracts, alienations, and anticipations of any bene-
ficiary, and the same shall not be liable to any levy, attachment,
execution, or sequestration while in the hands of my Executor or
Trustee.
SEVENTH:
All estate, inheritance, succession,
and other taxes, imposed or payable by reason of my death, and
interest and penalties thereon, with respect to all property
comprising my gross estate for death tax purposes, whether or not
such property passes under this Will, shal1 be paid out of the
principal of my general estate, as if such taxes were administration
expenses, without apportionment or right of reimbursement. I
authorize my Executor and Trustee to pay all such taxes at such
time or times as they deem advisable.
EIGHTH:
I authorize my Executor and Trustee
and their successors to exercise the following powers, in addition
to those given by law, to be exercised in their sole discretion.
(a) To retain any real or personal property which may
at any time form part of my estate, including stock of Union
National Bank and Trust Company of Souderton, as long as they may
deem advisable.
(b) To invest in any real or personal property without
restriction to legal investments.
(c) To purchase investments at premiums; to charge
premiums to income or principal or ?artly to each.
(d) To subscribe for stocks, bonds, or other investments,
to join in any plan of lease, mortgage, merger, consolidation,
reorganization, foreclosure, or voting trust and to deposit
securities thereunder; and generally to exercise all the rights of
security holders of any corporation.'
- 3 -
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of time,
leases.
(e) To repair, alter, improve, or lease, for any period
any real or personal property, and to give options for
(f) To sell at public or private sale, for cash or
credit, with or without security, to exchange or to partition
real or personal property and to give options for sales or
exchanges.
(g) To borrow money from any person, including Union
National Bank and Trust Company of Souderton, and to mortgage or
pledge any real or personal property.
(h) To compromise claims.
(i) To add to the principal of any trust created by
this Will any property received from any person by deed, will
or in any other manner.
(j) To make distribution in kind.
(k) To exercise all power, authority, and discretion
given by this Will after the termination of any trust created
herein until the same is fully distributed.
(1) To register property in the name of a nominee or
to hold property unregistered.
(m) To conduct alone or with others any business in
which I am engaged or in which I have an interest at my death,
with all the power of an owner with respect thereto, including
the power to delegate discretionary duties to others, to retain
temporary reserves of income, to invest other property held
hereunder in such business and to organize a partnership or
corporation to carryon such business.
NINTH:
I appoint my Trustee hereinafter
named as Guardian of any property which passes to a minor and
with respect to which I am authorized to appoint a Guardian and
have not otherwise specifical1y done so. In addition to powers
given by law, I authorize the Guardian (a) to use such amounts
of both income and principal as they, in their sole discretion,
,L
deem proper for the support, education, and wel.:are of such minor
without leave of any court, and (b) to invest in any property
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REv-453 (l.80)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT aF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEOULE "0"
BENEFICIARIES
*
(tnstmctions on Reverse Side)
Estate of RUTH lUTTER, a/kl a RUTH V, WITTER
BENEFICIARIES AND ADDIlESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Faul E. Witter son ves one-third residue
Route 152, Box 214
Ferkasie, FA 18944
Ardis Alderfer dauehter yes one-third residue
105 Stoner Drive
Mechanicsburg, Pa. 17055
Dorothy A. Schrag dauehter yes one-third residue
Messiah College
Gran tham, Fa 17027
Brethern In Christ Board
for Missions
Elizabethtown , PA None $1,000.00 cash
legacy
"
,
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV04!54 EX+ (3.80)
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'*
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(lnstrucrlons on Reverse Sldo)
Estate of RUTH WITTER. alkl a RUTH V. WITTER
p
ITEM TOTAL \ VALUE OF DEPARTMENT
NO. DESCRIPTION MARKET DECEDENT'S VALUATION
VALUE N INTEREST (Olflclef Use Only)
T
NONE
TOTAL THIS PAGE N~1' ,
~
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, ownEd by the decedent jointly with another
party or parties as joint tenants with right of survivor$hip, 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 narne, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was establislled,
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.
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
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REY."'7 EX+ (1-001
QORIGINAL
o SUPPLEMEHTAL
Estate 01 Ruth V. Witter
File No. :>1 -/\0:.0'1-9'1
County
Cumberland
Dote 01 Death
No"pmh..,. 2, ' 980
In the event that any futuro Interest In this estate Is transforred In possession or anlaymant to collateral heir. of the decodent aher tho
explratJon of any a,'D'" for JJfe or for yeoU, thD Cammor.wllalth hereby oxpreuly rouryos th., right to appraise and auon Iransfor
Inheritance taxes at Ihe lawful collateral rato on any such futuro Intarast.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMOHWEAL TH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Tolal Real Property - SCH. "A". . . . .. $
2. Tolal Personal Property - SCH. "8". . .. $
3. Tolal Jolnlly Owned Property - SCH. "E" $
4. Total Transfers - SCH. "C". . .'. . . .. $
None
11Q.Q40.3h
Unreporled $
Unreporled S
Unreported $
Unreporled $
$ Nnnp
$ "9,940.3h
$ None.
$ N'g1'9
$ 119.940.36
Nnnp
Nnnp
o LIFE ESTATE
DAHHUITY
TOTAL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I do hereby certify that the above appraisement is mode in conformity with Pennsylvania law and has been filed this
day with the Register 01 Wills.
.ibM /u J"1ff'1'J1 "Nt! ) 06/25/81
APPRAISER DATE
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RCC.J \4.731
j APPLICATION FOR CHARITABLE EXEMPTION L
FROM PENNSYLVANIA TRANSFER INHERITANCE TJ.X
(Acl of Moy 28. 1956. P.l.. 1757, anll Act of JUIIfl IS, 1961,
P.L. 373, a. lllllt!l1ded)
._-
COMMONWEAL TH OF PENN$YLVAtlIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION$
Application i. horoby filod fa, tho approval
of on exemption horn Pennsylvania Transfer
Inheritance Tax on the transfer of the property
do.c,lbod bolow:
1. Buroou Filo , __~k8()-}97
2, Dolo of Ooath __,November 2, 1980
3. Ooto 01 Approval _;!)~;;k.tf<~~~'- c_~/,/f?i-'---
RUTH WIT t a .I<.a.
4, Noma 01 Oacadont RUTH V. T ER
.._.~._--~.- ..__.._----~--
5, Tho Commonwaalth'. app,oisod valua of Iha proporty fa, which on axomption i. c1aimod i. S 1,000.00
(Note: Where the property is other than 0 specified amount of cash, the exemption cannot be approved until the value of
tho property has bean established by appraisal by the Commonwealth, except in those cases where the amount of the glh
or bequest represents a stated fractional or percentage portion of the entire estate ar the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the tronsfer wos effected and submit D copy of the document authorizing the transfer, unless
such material has been previously filed.
WILL 8;
DEED 0;
TRUST INDENTUR E 0;
SURVIVORSHIP 0;
OTHER 0;
(If olho" oxplain)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME BRETHREN IN CHRIST BOARD FOR MISSIONS
ADDRESS E1izabethtown, Pa.
D See listing on reverse side for additional charitable organizations covered.
8. I certify that the information contoined herein is, to the best of my knowledge and belief, true and correct.
Addras. of Applicont
~ ,(
Elv~n R. ~Ud~torney tor Estate ot Ruth Witter,
a.k.a. Ruth V. witter, deceased
114 East Broad St.. F. O. Box 155
Souderton, Pennsylvania 18964
Signolu,e of Applicanl
Officiol Tille
Attorney
Dote
February 3, 1981
This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent
resided, ar in which lettars were issued for a non.resident decedent's eslate. If the decedent was a non..residcnt of Pennsylvania and
letters were not Issued by a Pennsylvania Register 01 Wills, deliver 011 three copies to the Director, Bureau of County Collections,
Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Po.
Do not writo bolow Ihis lina. Fa, Official Use Only
For the Secretary of Revenue REFERRED to Bureau Headquarters
App,avad 0
For Secretary of Revenue
~../
Oonlad. 0
(Initial. of Ragistor of Wills)
(Aulhari.ad Signaturo)
(County)
(Tillo)
(Oala of Raforro!)
(Dolo of AClion)
See reverse side for reasons
MUST BE FILEO IN TRIPLICATE
REV.455 0.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
.'
_._----.--- . -.- ------ ----------- -
RUTH WITTER, a/kl a ---
Estate of 1111'1'11" tJT'I''I'J<:R Date of Death November I, 1980
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. 21-80-797
Claimant
Relationship to Decedent
Claimant's Address
tTEM -
NO. DATE NAME OF PAYEE REMARKS AMOUNT
Register of Wil1s Letter~~~estamentary and short 32.00
~_~" '~,t-OQ
Cumberland Law Journal Estate notice 18.00
The Evening Sentinel Estate notice 21. 50
El vin R, Souder Attorney fee 5,997.00
Affidavits 5.00
Miscel1aneous expenses 50.00
Cocklin Funeral Home Funeral expense 1,865.00
Messiah Village Room, board, nursing care 1,308.19
Register of Wills lJepg~;~~~~ oJ: t;xecutor and 10.00
Seidle Memorial Hospital Medical bill 92.00
Regis ter of Wills Filing Inyentorx,_Aupraisement 9.00
Transportation exnenses
(Airfare and car rental) from Fa. to Kansas for Executol
and Two daughters of de edent 1,369.3'0
-
TOTAL THIS PAGE 1$ 10 777 .05
I hereby certify that to the be$t of rny knowledge and belief the foregoing i$ a just and true staternent of debts, funeral
expenses and expenses of adrninistration submitted \0 the estateas1edu~tions for Inheritance Tax purposes.
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SIGNATUn'E'oF ATTORNEY/FIDUCIARY DATE I
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ /1); 7 '71, rJ6- AT
t
PERCENT,
x~
~-~C;d/
OAT._
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 01 administration,
attorney fees, fiduciary lees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
(,iENERAL INHERITANCE TAX INFORMATION
All debts being claimed against an estate are subject to the approval of the Register 01 Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability lor the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse 01 a decedent who died dorniciled in Pennsylvania,
If there is no spouse, or if the spouse has lorleited 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 pxemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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1. If the lamily exemption is being claimeo, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks coiumn 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 01 each payee,
5. Provide a briel 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,
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*~
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode lor calsent to the transler 01 the lollowing securities 01 0 Pennsylvania
Corporation or a Notional Bonking Association located in Pennsylvonio:
DATE Sept. 3. ] 981
(0)--5.0 (b)--I:EN~A. Po\-lER & LIGHT CO. (c) common
(NOTE: In describing securities enter in (a), ab Ole, either the number 01 shares 01 stock or the lace omount 01
registered bonds, in (b), the name of the issuing company and in (c) the class 01 stock or the stoted interest rate
ond mDturity dOle uf reaistered bonds.)
9/2-/70 - 5 shs., &
ISSUED ON 10/9/68-45 shs. ,andhovingaTOTALMARKETVALUEOFS 868.75
(Da.e)
os 01 the dole of death 01 the decedent,
RUTH V. WITTER
. on
Dec. 29, 1980
(Name of Decedent)
(Dote 0' death)
who was tOle 01
Upper Al1en Township, Cumberland County, Penna.
(Street and Number)
(Post OHicc)
(County)
(State)
The srcuriti"s ore lCgistered as follows:
RUTH V. WITTER
(Namo Of nemes in which certificates ore registered)
/l.fllf.I~)W~tl-vrlF{) PAUL E. WITTER, 214 Route 152, Perkasie, Pa. 18944
EXECUTOR r (N,m.) (Add.e..)
NAME OF APPLICANT ELVIN R. SOUDER, ESQUIRE
114 E.Broad St., F.O. Box 155
COUNTY FILE NUt',BER ?1-8.0-797 ADDRESS OF APPLICANT Souderton. Fa. 18964
BUREAU FILE NU!.',BER_____ SIGNATURE OF APPLICANT C 4- f ..s::~'j,~,
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - OEPARTMENT OF REVENUE ~
CONSENT TO TRANSFER SECURITIES OAT ~, ~ /fti'1
I hereby consent to the tronsler 01 the above securilies now registered in the nome 01 the resaid
Decedent and wnive the liling 01 0 certilicale certilying to the payment 01 the transler inheritance tax to which
the property "I said Decedent is mode subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521,
os amended end the Act 01 June 15,1961, P.L. 373, as emended. This is olso in accordance with the provisions
01 the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in relerence to the estate 01 the
above.nomed Decedent.
r",
(:-'T.i5?i' ~
'lL~,. ~
I~ftti#'\
Signed lor, he Secretory 01 Revenu
'2
By
IlFY.'" U_~1e1
COMMONWEAL TH OF PENN$VLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIOHS
APPLlCATIOH FOR AHD COHSENT
TO TRAHSFER SECURITIES
REGISTERED IN THE HAME
OF A RESIDEHT DECEDENT
~~,
WA"
DATE Sept. 3, 1981
APPLICATION (MUST BE FILED IH TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVEHUE:
Application is hereby mode lor CDlsent to the transfer 01 the lollowing securities 01 a Pennsylvania
Corporation or 0 Hotional Bonking Association located in Pennsylvania:
(0) 352 (b) FHILADELPHIA ELECTRIC CO. (c) COl1Ullon
(NOTE: In describing securities enter in (0), ob Ole, either the number 01 shares 01 stock or the lace amount 01
registered bonds, in (b), the name of the issuing company ond in (c) the class 01 stock or the stated interest rate
and maturity date 01 registered bonds.)
10/4/73-22 shs., 10/13/72-31 shs., 10/6171-19 shs.,
ISSUED ON 7/8160-60 shs. ,and hoving 0 TOT.AL MARKET V AWE OF S 4,652.91
10/22/70-20 shs~Eo~.) 3116170-90 shs., 11/5/09-10 shs.,
10/~Vo~&he-dJtP~1 ablilk 01 the decedent RUTH V. '-lITTER
,
, on
Dec. 29. 1980
(Name of Decedent)
(Date of death)
who was late 01 Upper Allen Township, Cumberland County. Penna.
(Street and Number)
(Post OUice)
(County)
(S.ot.)
The securities ore registered os lollows:
RUTH V. HITTER
(Name or names in which certificates are registered)
APJl-.J.t;.lf.>lP-NPP.) FAUL E. HITTER, 2~4 Route 152, Perkasie, Pa. 18944
EXECUTOR) (Nom.) (Add,...)
NAME OF APPLICANT ELVIN R. SOUDER. ESQUIRE
114 E.Broad St., P.O.Box 155
COUHTY FILE NUMBER ?1 _ ~n- 797 ADDRESS OF APPLlCANTS.o.\llierton. Fa. 18964
BUREAU FILE NUMBER SIGNATURE OF APPLICANT F~n., 'R. ~~~
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BEPv.
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMOHWEALTH OF PENHSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRAHSFER SECURITIES
DATE
t hereby consent to the tronsler 01 the above securities now registered in the name 01 the
Decedent and waive the Ii ling 01 0 certificate certilying to the payment 01 the transler inheritance tox to which
the property 01 said Decedent is made subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521,
as amended ond the Act of June 15, 1961, P.L. 373, as omended. This is also in accordance with the provisions
01 the Act 01 April 9, 1929, P.L. 343.
This Consent to Transler the herein described property operates only in relerence to the estote 01 the
obove.named Decedent,
~~
(;.to:~~:~' ~
. n~#..;i' '~
/'~~ '. 1:\
{~.e..~:
the Secretary 01 Revenue
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REV, 1e07 IAS)
/01
/ OEPt..~"f\,iENT 0;: R::VENU= :If\CU
B~.Ji\=AU 0;: t..CCQiJi":TS S::iTU.USf\l~ U~HERITAt-lCE TAX .
<,,0. n0>: 20:,5 STr,TEI'.:NT OF ACCOUNr I ~
'ESTATE-.~;:;~n;;~-~:~~jf f/f'lv ~""-"V--,,-"""_w'-"""~-" .. '-'-FiL-E";;~:'~7-!id;!~??.;2,._:...~
Q~!LOL,[)lATI!JI-r1 :;.::80- . .._______.'__C9l!NJJ...r:.lI-mA&R.J.8ItdJ.---
NOTE: TO INSURE PROPER CREOIT TO YO~? A~CO~NT SUm'.IT THE UPPER PDHTlON OF TillS FORM IIITH YOUR Tr.Y. PAVMENT
TO THE REGISTER OF IIILL5 OF THE 1,30VE COUlITV, W.KE CHECV.S PI,VAULt TO: REGISTER OF I/ILLS. I.GENT.
E .Lv/ill f{ SOl/bER
1/ '>' E 13l?tJl/D .s~
P cJ Box IG.f,
SOtJDE127tllll PIl 1$96,/
PLEASE RETURN 'fillS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE '
------------------------------------------------------------------------.
.. INHERITANCE TAX STATEMENT OF ACCOUNT ..
ESTATE OF~m-fR 1fJ!)!f; ~ FILE No:~.,.tJ29..7~C~.t71 DATE/,g-;d'Prf2,
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATEO A~N IN THE NAMED ESTATE. SHOIIN
BELO\! IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND,
IF APPLICA3LE. A PRO~ECTEO INTEREST FIGURE,
DATE 01' LAST ASS::SSM::NT OR RECORD A:JJUSTr.:,ENT: tJ).-tJP-8l
~4.365.f1~ .
PRINel? A~ T AX DUE:.................-.........-..............-..........................................................:....................................-..-
<'AYM::NTS (TAX CREDITS):
r-P^YMENT, RECEIPT
I DATE : NUMBER
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TOTAL TAX CR:DITS
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INTEREST
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TOTAL OUE
(If 8itla'1:e Due IS I~s~ thaf' ~ 1.00 n~ pc'.lnent I:; requlredl
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+ I:. ~'f..:~ I.;:T::~ lloi:5 D,',i= 5:;:; p:::V::';3= S';-.: ::::-r~ C/,LCiJ:..:..T:.JA~ 0:= f"::~:"lliO~..\L Il\:TE~EST
R~i~4N THIS PORTION FOR YOUR RECORDS
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Discount:
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!nterest:
If any tax due is paid within three (3) months after the decedent's deaH" a discount of
five percent (5%) of the tax paid is allowed.
. the dIscount period is calculaled in calendar months. Example: date of death 1-15-82.
disc?unt period expires 4-15-82.
Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of
nine (9) months - from the date 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 cate of death of the life tenant or annuitant
Interest is calculated on a daily basis from
- delinquent date to dale of payment on any tax unpaid on delinquent date
~ date of last delinquent payment to date of payment on any unpliIid balance.
Interest is charged at the following rates:
.". ."
~
. .,~l
Delinquent Date
Annual Interest Rate
D~i1y Interest Factor
5/27/43 to and Including 12/311B1
i/ila2 tu dnd including. 12/31/82
1/1/B3 10 and including 12/31/83
6%
20l}'olo
16"
000164
, .00054B
. ,00043B
~
. Those estates that become delinquent on or. before December 31; 1981 will maintain
a constant interest rata. The r~te in effect when the tax first becomes delinquent will
remain constant until the delinquent tax balance is paid in full.
Those estates that become delinquent on or after January 1, 1982 will contain a variable
interest rate. Thus, taxes that remain outstanding Trom calendar year to calend3r year will
be subject to the different rates in effect on each January 1.
Interest is calculrtted 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 cillendJr year. a separate interest
determination musl be made for each year at the applicable rate. (Only one cOIlculalion
is necessary if the estate maintains the constant interest rilte,)
. Any Notice issued after the tax becomes deJ:nquent will reflect Dn i:1t!!fest c:llculation to
fifteen (15) daJs beyond the d,ale of the notice. If payment is made aft~r the
interest comput3tion date shown on the Notice. additional interest must be calculated.
To Rcmit Payment: DetOlch the top portion of this Notice nnd submit with your payment to I~c Register of Wills
of the county shown on the Nolice.
. Address information is listed on page 13 of the uooldet, "Instructions for Inheritolnce Tax
Return for il Resident Decedent"
. Ma'"e check. or money order payable to: Register of Wills. Agent.
INFORMATION
To insure propor credit to your account, tho namo of tho cstillC and file numbor should be clearly print.
ad on the check or money order.
This asscssment is made in accordance with Section 708 of lho Inheritance and Estate Tax Act of
1961 (72 P.S, ~ 2485-708),
To the extent Ihat inheritance tax is paid within three (31 months after the death of the decedent. a
discount of live (51 percent is allowed (72 P,S. ~ 2485,71 6),
Inheritance Tax. other than tax on a future interest, is duo at tho date of the decedent's death and becomes
delinquo.lt at the expiration of nine (9) months after the decedent's death 172 P.S. ~ 2485-711). Inheritance
Tax on a future interest is payable within three (3) months after tho transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. 9 2485.712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using 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 months ,060
1 days ,00017 11 days .00186 21 days ,00352
2 days ,00034 12 days ,00203 22 days ,00369
3 deys ,00051 13 days .00220 23 days .00386
4 days ,00068 14 days .00237 24 days ,00403
5 deys .00085 15 days .00250 25 days .00420
6 days 00101 '6 days .00267 26 days ,00437
7 days ,00118 17 days .00284 27 days ,00454
8 deys .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 Commonwes.lth and the personal representative. not sBtisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided bV Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S. Ii 2485,10011,
Make check or money order payable to:
"Regisler of Wills, Agent"
Mail to the address listed below: