HomeMy WebLinkAbout80-00799
No. 21-80 7~)~J
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
ELSIE V. TURNS
, deceased,
HARY C. LEWIS
To R;"I,cud C. A"dEI3e~, Register of Wills for the County of Cumberlond,
in the Commonweolth of Pennsylvania,
IS
Petitionert5) ~the execut rix named in the Last Will and
Testament of Elsie V. Turns, dated March 5. 1975,
Decedent was a citizen of the United States and a resident of
Township
East pennsboro ~ Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on saturday,
the 6th
day of December
A. D, 1980 , in the County of Cumberland
Pennsylvania 01' the age of 85
~ ht&Sc
Decedent has not been married ond has not had
since the execution of the above described Will.
Decedent wos possessed of personal property to the
State of
years.
her
children born to mm
value of
$800.00
and of real estate to the value of
as near as can be ascertained; said real
NONE
estate situated as follows
:cppI)C
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated December 22, 1980
Name and address
of Petitioner(s)
C: ' ::z 7) ;J ,
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Dor~s F. Donaldson
31 Lancaster Avenue
Enola, Pa. 17025
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Doris F. Donaldson,
named in above application, being duly sworn according to law
say(s) that the statements set forth jn this petitjon are true to the
best of
her
knowledge and belief,
and subscribed before "'.(/." ,<<.
Doris
r-'~._
<: /.
7), ^-''''--7~' . /' /.....__....)....1
F. Donaldson .
Sworn
/to %
me Decp.mber 22, 1980
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, Ra~ C. i. ~~8A', Register
December 30, 1930
~_/o
Attorney' Robert L. M~rs ~:I, 7"
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11Iast Mill nub illestament
OF
ELSIE V. TURNS
I, ELSIE V. TURNS, of East pennsboro Township, cumberland
county, pennsylvania, make, publish and declare this to be my
Last Will and Testament, hereby revoking and making void any and
all wills heretofore made by me.
\
1.
I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
II.
I devise and bequeath all the rest, residue and remainder
of my estate of every nature and wherever situate to my daugh-
ter, Doris F. Donaldson, provided she survives me by thirty (30)
days.
III.
Should my said daughter, Doris F. Donaldson, predecease me
or die on or before the thirtieth (30th) day following my death,
I devise and bequeath all the rest, residue and remainder of my
estate of every nature and wherever situate to my son, Chester
w. Turns, provided he is living on the thirty-first (31st) day
following my death.
IV.
Should my said son, Chester W. Turns, predecease me or die
on or before the thirty-first (31st) day following my death, I
devise and bequeath all the rest, residue and remainder of my
estate of every nature and wherever situate to his issue living
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on the thirty-second (32nd) day following my death, per stirpes.
V.
I appoint Dauphin Deposit Trust Company, of Harrisburg,
Pennsylvania, guardian of any property which passes either under
this will or otherwise to a minor and with respect to which I am
authorized to appoint a guardian and have not otherwise specif-
ically done so provided that this appointment of a guardian
shall not supersede the right of any fiduciary in its discretion
to distribute a share where possible to the minor or to another
for the minor's benefit. Such guardian shall have the power to
use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her par-
ent's ability to provide for such support and education or to
make payment for these purposes without further responsibility
to the minor or to the minor's parent or to any person taking
care of the minor.
VI.
I nominate, constitute and appoint my daughter, Doris F.
Donaldson, Executrix of this, my Last will and Testament.
'IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 50- day of /tl.l/,[,e,l , 1975.
r!;l~,+~ 1/ t?L.-L-'I'/) L.-J
Elsie 'V. Turns
(SEAL)
Signed,. sealed, published and declared by the above-named
Testatrix as and for her Last will and Testament in the presence
of us, who, at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
. , '.-J ."
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JJJ-1-/~~s
OATil 0.' SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
This 22nd day of December A,D,,1980 ,
before rne, Register for the Probate of Wills and granting letters of Administration in and for said County of Curnberland, in
theCornmonwealthofPennsylvania,personallycame Robert L. Myers III, one o~
the subscribing witnesses to the foregoing instrument of writir.g purporting 10 be thllast Will and Testament of
Elsie V. Turns
Dated _ March 5, 1975,
late of East pennsboro Township,
Cumberland County Pa" deceased who being duly
sworn
according to law, depose and say, that he was
present, and saw and heard the tesl" tr ix ,
Elsie V. Turns,
sign, seal, publish, pronounce and declare the said
instrurnent of writing as and for h er
Teslament and Last Will, and at the time of so doing
she
was of sound and disposing mind rnemory and understanding, to the best of his
knowledge, observation and belief. ,/} JJ Il) ~~
Sworn and subscribed before ~ ,t.... ~ .1lL
Robert L. Myers I
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA t ss:
COUNTY OF CUMBERLAND ~
Doris F. Donaldson,
being duly
sworn
says that as nearly as can be ascertainen the said decedent , Elsie V. Turns ,
saturday,
the 6 th
December,
A.D.,19 80,
day of
at or about
6
o'clock, P. M,
Sworn
and subscribed this
r--- l t':-u, h r-l~" , Ij~uo,_,
Doris F. Donaldson
29th
day of December
<,/
Register
L"::'i-'t"
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died on
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 55:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of
Cumberland, personally came
Doris F. Donaldson,
who, being duly sworn
,do es
depose and say that as
Executrix
of the last Will and Testament of Elsie V. Turns,
deceased
she will well and truly administer the goods and challels, rights and credits of said deceased according to law. And
also will diligently comply wilh the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me.
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December 22.
A.D., 19J!.L
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DECREE
Be it remembered that on the
30th
day of
December
80
,A.D.,19_. there was probated and
recorded the last Will and Testament of Elsie V. Turns,
East pennsboro Township
late of
Deceased. Lellers Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
, Cumberland County, Pennsylvania.
Doris F. Donaldson
. .
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PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSI BLE FOR RETU RN
Section 701 of the Inheritance and Estate Tax Act of ]961 provides thallhe followlnH persons shall prepare and file
a return:
a. The personal representative of the estate of the decedent as to property of the decedent :1dlninislered by him
and such additional property which is Of may be subject 10 Inheritance Tax of which he/she shall h~ve Of
acqui re knowledge;
b. The transferee of property upon the transfer of which Inheritance Tax is or milY he impased by the 1961 Statute,
including a trustee of property transferred in trust, provided that no separate retulII need be made by the transferee
of property included in the return of a personal representative.
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of Uw county wherein the decedent resided.
3. TIME FOR FILING
The return is due nine months after the decedent's death, unless an extension ior filing has been applied ror 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
fCquired of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to tineal 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 ali 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 unti I payment is made. All payments recei ved are fi rst appl ied 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 R&venue,
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 tCoX.
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
]961 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-4S0 EX+ (3.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER rNHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" A"
REAL PROPERTY
*
(Instructions on Reverse Side)
EST ATE OF
ELSIE V. TURNS
ITEM
NO.
ESTIMA TED
MARKET
VALUE
DESCRIPTION
NONE
TOTAL THIS PAGE
- 0 -
DEPARTMENT
VALUATION'
(OFFICIAL USE
ONLY
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INSTRUCTIONS FOR COMPLETING SCHEDULE "A"
,
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:
Schedule "A" should include a detailed description of all real praperty located in Pennsylvania
and held solely by the decedent or held jointly with another individual (s) os tenants in common. Listthe
decedent's percentage of ownership and the estimated morket value of the decedent's interest. (Praperty held
as joint tenants with the ri ght of survivorship or tenants by entireties should be reported on Schedule "E".)
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All real estote tocated in Pennsylvonia should be described by lot and block number, street
address, number of acres and general description of land and buildings. AI so. include the book and page
number in which the deed is recorded and the exact title as indicated on the deed. If the property has been
sold. auach 0 copy of the seulement sheet. If the property is subject to a mortgage encumbrance, include
the name of the mortgagee, date, rate of in terest and the outstanding balonce on the date of death ond
allach a statement from the martgagor verifying the outstonding balance.
Property taxes ond interest on mortgages os of the dote of deoth, ossessments and other
encumbronces should be listed on Schedule "F". Do not deduct them an Schedule "A".
REV-451 EX'" (3.S0)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
(lnstrucrions on Reverse Side!
\ Estate of
ELSIE V. TURNS
ESTIMATEO DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL Y!
l. Proceeds of prudential Insurance Company
of America Life Insurance policies Nos.
I 78 023 759, 81 352 818, 81 352 819, and
I 86 307 485 $2,245.01
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TOTAL THIS PAGE $2,245.01 .2., .t'fS'", () I"A J?
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any i11Jlterial part of his estate without rcceiving
valuable and adcQuate 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 "Ycs" or "No".) ...B2.-
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certi ficate.
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. Oid 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?
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".) 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. above is "Yes," state whether the right was reserved in decedent alone or others.
7. Oid 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 bElleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "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 "Yes" or "No".) No
DATEOF DEATH
>11.. .~,~" CVt IMO'
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UANK NO.
,C.O"';,..OIHf[";' TH OF rEt>lHSYLVANIA
,ePAR1I-IEHT OF REVENUE
OA
~12112
NOTICE OF DECEDENT ACCOUNT ST ATUS
STATUS OF ACCOUNt NOI (JOINt, TRUST, OH INVEslMI,Nl)
Submit in triplicate within 10 days alter knowledge of
the death.
ESTAOLISHED DATE
N MI! ON ACCOUNT
50CIAL st;:cUHITY NUMBERISI
RETURN COMPLETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
Sl.b V. 'l'larDI 01'
Dor! 1I P. Donn141101l
181-05 11~82
191-18-3531
NAME
SURVIVII'lG DEPOSITOR taeneflclof INFORMATION
REL A TlONSHfP
TO DECEDENT
DECEOENT INFORMATION
NAM!:
Dori. r. 1loD-'''-
I1.lio V. 'laml
12/6/PIJ
^ODRES~
AOORES~
31 l.-outeI' .lY..
IDola, ra. 1'lO25
1 Lanoutel' AYI.
CI TY
~Ia"~, Pa.
COUNTY
liP CODE
.-',;.!...;ll~ISTITUTION ADDRESS
a.Ml'lll1d van.,. S&YiqII a4 LoaD MlOolaUon
3216 1riBdl. Bold 1'0 Box 3
alllP 1Wl, 1'a. l'lOll
BALANCE OF ACCOUNT AT 000
INTEREST ACCRUED AND COLLECTIBL.E AT 000
TOTAL
I
$ ~.r19
$ ~ ~'pI ...
BANK AUTNORlZATION
I H!:;:REBY CERTI FY THAT THE IN Fa ~AT10N CONTAINED HEREIN IS A
CCRRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD
WITH SECTION 742P II!. E TAX ACT OF 1')61.
Slut-oATURE OF FINANCIAL INVESlIC.A10R
1.'w:<<J i.. ./1~J;A I-IP:J~
DATE
1a./r7/'lO
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l~t:. \I~.~] ,,"114 IMOI
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AAS1V7
:lATE FILED
1 'J/1 'd/WJ
C(\~...,Ot~..EA~'rH OF PENNSYLVANIA
OEPAtn~EHT OF REVENUE
NOTICE OF DECEDENT ACCOUNT 5T ATUS
Submit in triplicate within 10 days alter knowledge 01
the death.
STATUS OF ACCOUNT NOI tJOIHT. TRUST.ORINVI;STt~LNTI
~ST ABLISHED DATE
SOCIAL SECURITY NUMBERIS)
NAMES ON ACCOUNT
181-05 '1118:2
191-1~3531
RETURN COMPLETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
Elsio V. 'fuIuI or
DOl'b F. DcnrJ~-
OECEOENT INFORMATION
~t.ME
SURVIVING OEPOSITOR.lBenofh:la, INFORMATION
RELATIONSHIP
TO DECEDENT
NAME
DATE OF DEATH
ADDRESS
31 ~ 1...,
AOORESS
~;;o.._ .l...
, Pa. 17025
CI TY
IDola, 'a. 17025
~';I.i';'/I~~STITUTION ,.oaRESS
BALANCE OF" ACCOUNT AT 000
INTEREST ACCRUED AND COLLECTIBL.E AT 000
TOTAL
CllIUerlulll Va1le18a'tiDp UI4 LoaD 18100.
3216 'lrbI4le 14. PO ~ 3
o.p Blll, 'a. 170U
BANK AUTHORIZATrON
I HE.REBY CERTI FY TH AT THE IN Fe ~A TION CONTAIN EO HEREIN IS A
CC~RECT REPRESENTATION OF INFORMATION IN ouR FILES IN AcCORD
WITH SECTION 742. P I to E TAX ACT OF 1961.
'j3;;'REl, ~~;Nt::;lOR
DATE
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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 "8". I nclude the name, address and relationship to the
decedent of the co-owner (sl and the date the joint ownership was established,
2. Indicate the total market value of the 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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REV-.-U EX'" '''40)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONL Y\
21-BO-Om
IW Original
o Supplementol
o Remainder
Fi I e Number
Estote Name
EJ..s;Le...Y~J.lID1S
Date of Deoth
12-6-80
Social Security Number 1B1-05-44.~g
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritonce Tax Appraiser in and for the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal proporty as reported In the loregolng
return at the voluos sot lorth opposite ooch itom In the last column to the right in Schedule. "A", "8", "C", and "e"
Doted:
March lR, lQRl
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INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
CODE
AOJUSTMENTS
(HARRISBURG USE oNLY)
REMAINaER APPRAISEMENT CODE
92.+
Real Propertt (Schedule A)
Personal Property (Schedule B)
Joint-Hold Property (Schedule E)
Transfers (Schedule C)
$
00+
01 10+
2,245
32.425
2lH
30+
none
_....3.4.,.630__- 3.2.
TOT AL GROSS ASSETS
93-
40-
Lou D.bts and Deductions
(SCHEOULE F)
CLEAR VALUE OF ESTATE
o Life estate
o Annuity
VALUE
CODE
PRINCIPLE
-
FACTOR
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FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUT A TION OF TAX
S
S
5
6"
"
15~o
Tax on S
Tax on $
5_
Tax on S
5
Tox on S
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
S
$
$
T AX CREDIT
Less Credits
DATE OF PAYMENT
AMOUNT PAID
$
S
INTEREST FROM
.'
" :lEV-4~7 (l.eO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
*
Estate of
Elsie V. Turns
File No. 21-80-0799
County
Cumberland
Date of Death 12-6-80
In the ovent thlt any future Interest in thllUltat.Is transferred In possession or onjoyment to collatarol heIr. of the deced.nt 1ft", ,.... expiration at any
est.t. for life or for year., th Commonweslth hereby IMpres.sly reserve. tho right to appraise and aSSflSS transf.r Inheritance 13)(05 It the lawful collator.1 ratft
on any such futurelnter.lt.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
T. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "8"
3. TOTAL TRANSFERS - SCHEOULE "C" . . . .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
none
2,245.01
none
TOTAL REPORTED PROPERTY
32,425.71
34,670.72
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
none
TOTAL GROSS ASSETS
34,670.72
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills. ) 3-18-81
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APPRAISER DATE
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
J
55:
Doris F. Donaldson,
~--_._----_._. .----- ---...-----.--.--- .---------.
being duly, sworn . ____ according to law, deposos and says that she is the
Executrix .._______ of the Estate of Elsie V. Turns
late 01 East Pennsboro Township , Cumberland County, Pa., doceasod and that the
within is an inventory made by _??r is F. Donaldson__ , the said Executrix
of the entire estote of said docedent, consisting of all the penonal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of tho date of decedent's death.
.s\\'crn
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encutor ~ ~HJ6K
Doris F. Donaldson
31 Lancaster Avenue
and subscribed before me,
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loyce R. ~nd.r"'. tlol':y Public
""v Com:ni:lian h~l:rU JlI~Y 25. 1933
Lemayn;:, PA (umbcrlan~ (ount.,
Add,...
Date of Death
6
Doy
December
Month
1980
Y..r
INSTRUCTIONS
I. An inventory must be Wed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty day' of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
~,
. ---- -~.---
Estate of ELSIE V. TURNS ___ Date of Death 12/6/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.
C?I-P'()- fJqt
I
Claimant
Doris F. Donaldson
Relationship to Decedent Daughter
Claimant's Address 31 Lancaster Avenue, Enola, Pa. 17025
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
lo 2/18/8 Jack W. Richardson Funeral 3
Funeral Home
2. 2/22/8 Re ister of Wills Probate & 3 Short Certificates 12.00
3. 2/31/8 Cumberland Law Journal Advertise Letters 18.00
4. /30/81 Patriot-News Co. Advertise Letters 23.37
5. Doris F. Donaldson Faroil 2,000.00
6. Robert L. Myers III Legal 650.00
7. Re ister of Wills File REV-449, D & D,& Inventor 9.00
8. Notar Fee Inventor
TOTAL THIS PAGE $6 081. 24
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted t~l,ate as deductio('s fO~,lnheritance Tax purposes.
l(o~-<-. 77. Dro-..,,'..e/~-- \:'.....(.. ;)0 /"1""1
'SlGNA.TURE OF ATTORNEV/FIOUCIARV "DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTrONS ARE ALLOWED rN THE SUM OF S &0 ,51/. .'J4
I
AT
&
PERCENT.
3-~?-,Y1
DATE
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 arc 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.
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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 otl 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, the name of the estate and file number should be clearly print.
ad on the check or money order.
This assessment is made in accordance with Section 708 of the Inheritance and Estato Tax Act of
1961172 P,S, ~ 2485.708).
To the extent that inheritance tax is paid within three 131 months after the death of the decedent. a
discounl 0' five (51 percent is allowed 172 P,S. 9 2485-716),
Inheritance Tax, other than tax on a future interest. is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. S 2485-711). Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. 9 2485.712). Calculale interest from the delinquent date shown
on the face of this form to the date of actual payment usinQ tho following interest table:
--------------------- - --------- --- ---- - --------- - --- - --- ---------- -- - - - ----
1 month .005 4 months ,020 7 mon1hs .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 2 I days ,00352
2 days .00034 12 days ,00203 22 days .00369
3 days ,00051 13 days ,00220 23 days .00386
4 days ,00068 14 days ,002a7 24 days .00403
5 days .00085 15 days ,00250 25 days ,00420
6 days .00101 16 days ,00267 26 days .00437
7 days .00118 17 days .00284 27 days ,00454
8 days ,00135 18 days ,00301 28 days ,00471
9 days ,00152 19 days .00318 29 days ,00488
10 days ,00169 20 days .OOa35 30 days ,00500
-- ------------------ - --- - ----- --- --- - ------ --------- - - ----------- -----..
Any party in interest, including 1he Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485.1001),
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
INFORMATION
To insure proper credit 10 your account, Ihu name 01 the estate and lile number should ba clearry print'
ad on tho check or money order.
This assassment is modo in Rccordance wilh Section 708 of Ihe rnherita"ce and Estate Tax Act of
1961 (72 P,S, ~ 2485.708),
To the extent that inheritance u!x is p..id w!thin three (3) months after the death of tho decedent. B
discount of five IS} percent is anowed (72 P.S. S 2485,716),
Inheritance Tax. other than tax on a future interest. is due at tho date of the decedent's death and becomes
dalinQuent at the expiration of nine (9) monlhs after the decedenl's dealh (72 P,S. 9 2485-711), Inheritance
Ta< on a future interest is payable within three (3) monlhs after the transfer takes effect in possession and
enjeyment and is delinquent therealter 172 P,S, 9 2485-712}, Calculate interest Irom the delinquent date shewn
on the face of this form to the date of actual payment using the following interest table:
--------------------- - ------------ ---- -- ------- - - ---- ----------- -- -- -- - -- --
, 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 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
6days ,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
10days .00169 20 days ,00335 30 days .00500
-- --------- ---------- ----- -- ----- -------- -- ---- ----- - ----------- ------
Any party in interest, including tha Commonwearth and the personal representative, not setisfied with
the assessment may object thereto wilhin sixty (60) days alter receipt of this NOlice as provided by Sectien
1001 of the Inherilance and Est.to Tax Act 011961(72 P,S. 9 2485,1001).
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
I ._-___ __ ~ -- :IL:IL -- ~ . _a -....
I' r:i"I:M'.JJ1f.J~:,:"~;~/ '< '.:':' COMMONWEALTH OF PENNSYLVANIA '
I 4 ~a!K:k(294Cf1' .' DEPARTMENT OF REVENUE
I .:::~"~,"_'>\"<':' ," OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
It"""" .. ',,' . "
I, <II
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, "
. II
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i ,
I It !lOr b P. DOnaU.On
! :1 '-~,t RECErVED
M .obert L. _. III
" ;f FRO
TAX AT 6%
TAX AT 15%
TAXAT_%
AODRESS
3 0 IlIrket
Box 32
ESTATE TAX
t
p
o
IAJIOyJIe, .A 17043
'--esTAi'EINFCiRwii'iCiN:'--------------------------
DATE OF DEATH cellber 6 1980
TOTAL TAX CREDrT
U36.41
, FrLE NUMBER
21-80-799
11 3. 1981
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
DATE OF PAYMENT
NAME OF DECEDENT
m
m
TOTAL AMOUNT PAID
1136.41
COUNTY
cullber1and
POSTMARK DATE
REMARKS:
"PAID IN PULL"
y y /';..a-l'
SEAL
RECErVED BY
I
REGISTER OF WILLS
,
i
I ....-...., ,--", - -. -- , .- .. -.
~>REY.t1elEK :'." .," .
'!~!\~~;K;:!660526' "', COMMON~~~~~~~~:E~~~:YLVANIA )
I ~'~'r'", ' ," ' "OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1 r '
ill
.
'II
II
::
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~
~
TAX AT 6%
TAX AT 15%
I
,I
RECEIVED
FROM
Dori. Dona14son
c 0 Robert L. Myers. III.
320 t: . BOX 324
L_oyne, Pa. 17043
TOTAL TAX CREerT
TAXAT_%
q.
ESTATE TAX
ADDRESS
1,578.95
'--esrATEINFciRMATlciN:----- -------
DATE OF DEATH Deceaber 6
1980
FILE NUMBER
21-80-799
78.95
LESS DISCOUNT
PLUS %INTEREST
{FROM TO_I
DATE OF PAYMENT
Much 4. 1981
EI.S IS V. TURNS
IltII CUllberlan4
TOTAL AMOUNT PAID
1,500.00
NAME OF DECEDENT
m
m
COUNTY
------------------------------------------
, POSTMARK DATE
,ieMARKS: ~PAID 05 ACCOUNT
SEAL
RECEIVED BY
/ I /; // ,I /;, A::u-rJ
.j SrGNATUf{~
Mary C. L vis
/R8l11ster' of will.
j
REGISTER OF WILLS
-.--.---..:...--
----------------------