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HomeMy WebLinkAbout81-00004 . ~ C-i ~ "l I:< ~~ . O'l (Q IJ.l ,0 ~ I ~ .., . ...... ~ T"'" 00 - . 0 or- ~ C\J' ~ - r-l IU . - 0 en Z UJ 1C;7~ No, 21-81 ').'i PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Emma fl. t-Iurphv , deceased, To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. Petitloner(s) is (am) the execut 01' named In the Last Will and Testament of Emma P. Murphy dated September 15, 1978 Decedent was a citizen of the United States and a resident of r~rr.h'mic"bllrn ~1)SlJj1ll(Borough), Cumberland County, Commonwealth of Pennsylvania, Decedent died on tJlednesday the 17th day of December A.D, 19~, In the County of Cumberland ,State of flenn". at the age of ~ years, Decedent has (has not) been married and has (has not) had children born to him (her) since the ex- ecution of the above described Will. Decedent was possessed of personal property to the value of , 35,000.00 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows rJone Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron, Dated Dec. 31, 1980 Name and address of Petitioner(s) (<==t) 0 In ) , ,.- '---//0........- .,' A Paul s. f~urph 471 M street Harrisburg, Penna. 17112 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND l ss Paul 5. t'1urphy named in above application, being duly sworn statements set forth in this petition are true to the best of h<\ccordlng to law say(s) that the lS knowledge and belief, ShJOrn and subscribed before me, ..__Q.~c. 31 19 80 2ft" :J ,"--,.... January 6. 1981 Attorney J. Robert StAU fer ~ Filed: ;::) /- f/- ,7 '-' .. '...._ . ,I LAST WILL AND TESTAMENT OF EMl1A P. MURPHY I, El~IA P. }runPHY, of the Borough of Mechanicsburg, County of Cun\berland and State of Penns;rlvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conyeniently done. 2. I giye and bequeath the sum of One Thousand ($1,000.00) Dollars to my greatnephew, Michael E. Murphy, and I direct that the inheritance tax on this bequest be paid out of my residuary estate, and that the same be placed in a Savings Account at a local banking institution, until such time as my said greatnephew becomes eighteen (18) years of age, at which time it shall be turned Oyer to him absolutely and unconditionally. 3. I giye and bequeath all the rest, residue and remainder of my estate to my nephew, Paul S. Murphy, and to my nephew, Dale E. Murphy, share and share alike, per stirpes. LASTLY, I nomi.nate, constitute and appoint my nephew, Paul S. Murphy, Executor of this my Last Will and Testament. IN WITNESS vlliEREOF, I have hereunto set my hand and seal this J17 K: day of September, A. D., 1978. . ..ct: ( J".-1'J ;11'-'::<-- )' ) _(' ~ /1/J I ' " /11-<-U/';l,'J / Emma'p. flurpy (SEAL) .... '\....... ., .....J ": Signed, sealed, pUblished and declared by the above named, Emma P. Murphy, as and fcr her Last Will and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence of each other. ( J!/C-'''')h</ G. Pf'4/x/ -2- c ? . . as I'< .a'l@ f; Ql "., rH:?:r-t t!> ~ ,-<OSrap., 0: ,~ ;:lH < ~ cd I Q) .., ,; &I +> +> I'< b!J CIl CIlOSOS~ = fiI A., I ;:l :a . &I 0: .p ~ alrO ~ t;=l I'< QlCll CIl J ~ ~ QlS:; (,) .!l Ii. .0 r.. +> '.-1 < 0 . oomS:; ~ A., ~ +>.!xl as H +>r....Cl ~ H ;'!l . c:x: oj () ~ H ,"" ..., ;>'Ql ~ '0' ~::;: ~ fiI [-I CIl do H f'I C ,~ .. > '. . .. , , ,",,' . ,. OATil OF SUIISCIUIIING WITNESS COMMONWEALTH or PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I 31st This day of December A,D.,!9 80 before me, Register for the Probate of Wills and granling lellers of Adminislralion in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came J. Robert Stauffer and Glndys P. Dean the subscribing witnesses to the foregoing instrumelll of writir,g purporting 10 be the lasl Will and Testamenl of lale of Emmn P. r'1urphy Hechanicsburg Daled _September 15, 1978 sworn Cumberland Counly Pa., deceased,who being duly according to law, depose and say, that, they were Emma P. Murphy present, and saw and heard"the tesla tri x " instrumenrof wriling as and for h er sign, seal, publish, pronounce and declare the said , , Teslament and Last Will, and al the lime of so doing she was of sound and disposing mind memory and underslanding, 10 the besl of knowledge, observation and belief. Sworn and subscribed before , 1..- , /; L/ their ~d;; (1, 'fLd Register AHIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f P",,,l C:;. Murph" being duly s,JDrn says thai as nearly as can be ascertainerllhe said decedenl Emma P. Murphy died on Wednesday lhe 17th day of December 80 A,D,,19_, at Or about 7: 30 P. ~1. o'clock, ~M, C;IlInl'n 31st day of and subscribed lhis December /~JXJ J )~~ ... / , --,--,. 19, 80 ~~fore ~~lftfl (!! J '9~~v-<.;J ! 'Register *~' / /, ':y/ , ./ " .'. l.._.,- I " / (". ,J/ RECORDF.D'i)rT'C;: ,'.' REGiS ,':! ,', RCC-B9 COMMONWEALTH OF PENNSYLVANIA Department of Revenue ,IAN -9 All ~'i '81 ENTRY INTO SAFl~ DEPOSIT BOX CLmi\GIlI'rl,":!'j ~~.:'.. TO REMOVE A WILL OR CEMETERY DEED CUI'IBERLMiD i" , . . December 24, 1980 (Date of Entry) 1. Name of decedent: Emma P. Murphy 2. Address of decedent:313 S, York Street, Mechanicburg, Penna, ,17055 3. Date of death: December 17, 1980 4. Nama and address of person who requested the opening of the box: Paul S. Murphy 671 M StTPPt. HRrriRburQ'. Penna. .17112 5. Name and address of the financial institution where the safe deposit box is located: The Commonwealth National Bank, Mechanicsburg, Penna,,17055 6. Number of box: 920 7. Title under which box is registered: Emma Murphv 8. Was there a will in the box? (Yes or No) Yes 9. If yes, state date of will, name and address of personal representative, if named in the will, and name and address of attorney, if any: Paul S. Murphy, 471 M. Street, Harrisburg, Pa.,17112 09/15/78 And now this 24th day of December certify under penalty of perjury that the above to the best of my knowledge and belief. , 19 80 , I hereby record is correct and complete (I ..-' : /) I ( (\I~/.. c ~, LfUr '- . -~/L\'\._> .I'..~__ Signa ture Anna L. Rankin. Ass't Hana2er Print Name, and Title COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERtTANCE TAX ASSESSMENT '*' \~~ /, 19 '6/ ESTATE E'~~YA P ~~~1 FILE NO. r.\ I - If) - d V- COUNTY lMlyy; Lj-(N/~ OATE OF DEATH 0,.QL / 'I /7 Yo , . " COUNT'( FI~E NOI C< I, f j " (l L/ f'00..Il..'l.. ..1(1. 'Nf~"v1.k ' TO: \~, ,q( ~ .~~ rMJ.'!1.~. &1 ~ ~1,j ~11A{ ~I/) b~~ G 1YICt.. 0~GIro1I~~vl1 ( (( ! ) 65f I ' DATE Appraised Value of Estate: Real Estate $ --' Personal Property + c\ (I ,G:, >? /, 1-; t- o Jointly Held PropertylTransfers + Total Gross Estate $(;(0 (o)?!,?? 3.977,'7/ $ Ib, 'lOLl. 05 , Total Approved Deductions Clear Value of Estata Less: Approved Charitable Exemptions Claar Value of Estate Subject to Tax $ / b 70 if. 0 ') Amount Taxabla @ 6% Rate $ lax due $ Amount Taxabla @ 15% Rata f&' 7rJtj, 0 t, tax due C)S05,(,/ $ 02. 5 O,C;: r; I TOTAL PENNSYLVANIA INHERITANCE TAX DUE * *' *' * * * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 7..1-8/ $~~06,14 + = $ d-.5 OS' b! $ - $ + = + = Interest accrues 81 the rale 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 "J' " I' See Information on Reverse Side ;{i:GI~~.{t:;" U! ',\'lU PENNSYLVANIA INHERITANCE TAX GENERAL INFORMP,TION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provlde~; Ulallh" foliowinf; pl:r,'JiIS shall prepare alid file a return: ' a, The personal,representative of the estate of the decedent as 10 propurly III Ihe, decedelll adlllinislerr:d by hi III and such additional property which is ollllay be sullject to Inheril;I:lce Tax 01 which Ilc/she shall have or acquire knowledge; b, The transferee of property upon the transfer of whicll Inheril;lIIce T:I:, is ollllay be imposed by the 1961 Statute, including a trustee of property transferred in trllst, provided UI<lt no sepinale rellirn need he nlilde by the transferee of property included in the return of a personal representative, 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided, 3, TIME FOR FILING The return is due nine montlls after the decedent's death, uldess an extension fOI fding 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 penally of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department 01 Revenue "s dehts of like amount are recoverable by law," 5. TAX RATES Inheritance Tax is payable at the rate of 6% on translers 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 OFTAX The tax assessed on the transfer of property reported in tile 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 p"Ylnents received are first applied to any interest which may be due with any remainder applied to the tax, I F 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 counly whlllein 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 plOperty, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued lor "gaillst any real property in the decedent's estate or against any property belonging to a transferee liable fOI the tax, 8, FILlNGOF FALSE RETURN Any person who willfully lII"kes a false return or report required of him 5h"lI, ill "ccordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor "nd, on conviction thereof, shall be sentenced to pay a line not exceeding $1,000 or undergo imprisonment not exceeding one year or bolh, QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No",) No ' 2, Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ---1i9 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following in formation: a, Age of decedent at time of transfer, None b, Copy of death certificate. c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer, d, AIt other information supporting nontaxability of transfer, 4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideratio'k therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No",) 0 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? None 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 shalt 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, None 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 bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which couid 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 BEV.453 {l.SOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES *' (Instructions on Reverse Sic/e) Estate of Em'na ? jQuT'phy BENEFIC1.4RIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH - lHehael g. N1.lrphy GreatnepheH Yes $1,000.00 lL71 M Street Harrisburr" Pa. 17112 Paul S. Murphy Nephew Yes One-half of 1071 ~! Stree t residuary estate. Harrisburil, Pa. 17112 Dale E. Murphv Nephew Yes one-half of R. D. 1 reoiduary estate. Duneannon. Pa. 17020 - ._-,------ --- --- -, - -- ------ + -- , The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH '- ~ ,~~ " u '-, ,.. '. 0- fIt;, '" 2:0 I;" ~, O~, <;,;,: r,:,: ::::~ Clt,:, I n....J l1J1.'_' 0: a:~, 01,,' a. Ow o::t:~ cz:: 'ro otE :co:- Uw "'- w=> ~CC ~ -'u EO U REV-4l57 EX.. 17"'001 COMMONWEAl.TII OF PEfINSYI..VAtd^ DEP^RTMENT Of' r,I,V['IIUr TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT IT]ORIGINAL o SUPPLEMENT AL Estate of Emma p, Mu:e.~._....___.._..___._ File No, 21-81-0004 Coun ty Cumberland Dote of Deoth '* tfi., ",. t ~~)~" it, ~li1i~M ,'iR!oo.(~ . ,':'~"'~;!~~;J.lJ0:.," " '''''i''~'\'J~:::d":,..','~' 'l'~"" ,,0 December 17, 1980 . In the event that any futuro interest In this esl(lto is trnnsferrurl In possession or enjoyment to collatoral heirs of the decedent after the Ol!:plrctlon of any estate for life or for years, the Commonwealth hereby ol!:pl'essly reSel'Vt.lS the righl 10 oppruise and assoss transfer Inheritance, taKes at the lawful collateral rala on o~~,__~uch future in~crest. __ __,___ ,_ PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY 1. Totol Reol Property - 5CH. "A", , . . '. $ 2. Totol Personol Property - 5CH. "8", , , " $ 3. Totol Jointly Owned Property - 5CH. "E" $ 4. Totol Tronsfers - 5CH. "C", , ,', . , ., $ None 20 , 681. 76 None None o LIFE ESTATE DA~.~~ITY . Unraported 5 Unreported 5 Unreported S Unreported $ TOT AL GRO SS ASSETS DREMAINDER TCTAL VALUE DEPARTMENT'S APPRAISED VALUE $ $ $ $ $ $ None 20,681.76 None None 20,681.76 I do hereby certify thot the above appraisement is mode in conformity with Pennsylvania low and hos been filed this day with the Register of Wills, ,;: , ."r"" I; ...; 'I/:t/d .J..Lf(";'" I ;,,' I APPRAISEH April 30, 1981 DATE l!'I l!'I ..., 0 "" <II I:'- ll'I Q) ~ ~ So. ..., "" ~ ~ CIl 0.. ~ ><: ~ '" <: So. b() Z ~ W 0. 0 So. 0 >- >- So. >< " W ~ .0 .0 '" '" ..., 0 ;l . " '.... ...l 0.. 0 g CIl ~ '" N <: I .0 ~ I:'- ~ C") 0 ~ U Z ~ <II ~ 0 C") ~ '" '" ~ 0 !( ~ '" 0 ><: '" 0 Z !i; 0 '" d - W If: >- .... 0 z ~ w .... w Z Z ...l 0 - d ><: z ~ w W ...l Z ::E z .... 0 ;l U ~ Z - ~ '" ~ 8 0 ~ ::: w t:l 0.. ...l REV.4~!5 (8-781 /-,) ,I \ / I r '/ ',/ OFFICE OF THE REGISTER OF WILLS OF Cumberland COUNTY AND AGENT OF TNE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF OAT! APPROVED \, ESTATEOF Emma P. Murphy LATE OF ]'1echanicsburg OATE OF FILING APPRAISEMENT April 30,1 981DATE OF DEATH December 17, 1980 DATE NO. OF NAME OF PA YEE REMARKS AMOUNT VOUCHER 1/6/81 Register of Wills Letters Testementary 23 00 1/15/81 Penna. Power & I,ight Co. Electric 7 '11.1 1/15/81 Ben Telephone Company Telephone 6 99 1/15/81 Seidle X-ray Associates X-rays 11.1 00 /15/81 Cocklin Funeral Home Funeral Expenses 2157 70 1/110/81 Paul S. MurphY Reimbursement for I'erlt paid 100 00 1/15/81 bReimbursemenl 1.11 1"110 Paul S. Murphy Capital Blue ross PremiumJ 1/28/81 Re"ister of Wills Two (2\ Short Certificates ::> Inn 2/23/81 Penna. Power & Lip:ht Co. Electric r; Ig1 2/23/81 Frances Yohn C1eanin~ Anartment. etc. c;o 00 3/lId81 Ho1v Sniri.t Hospital HospitA' Bn1_(B~'~_n^ duel ?c: Ic:n 3I1lt./81 Lawrence B. Silver M. D Cm,,,"1 b.H nn ",00 40 00 3/21/81 Commonweal th NationJ'] B"nl 8Af'" D"T"'O'~ Qov T In Inn 3/21/81 Cumberland Law Journal Est.AtI> Nnt.; "" 18 00 '.\/10/81 WA~t. S""o~o -, Estate Notice 18 00 3/31/81 Register' of Wills Filino: Appraisal 1 00 Anna M. Bowker, Notary Takin" Affidayits. etc. r; 00 J. Robert Stauffer Eso. Attornev's Fee 860 00 Paul S. Murphy Executor's Commissi.on 537 '10 Cash Reserved to Recordin" Re- lease of Executor and contingencies. 50 00 - COMMONWEAL TH OP PENNSYLVANIA I COUNTY OF Cumberland ss: I Paul S. Murphy HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE AND BELIEF THE FOREGOING tS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATI~N SUBMITTED TO THE ESTATE OF Emma P. Mur h DECEASED, AS DEDUCTtONS FOR INHERITANCE TAX PURPOSE ~ ~i,S~B~CRIBED BEFORE METtll~9 ') 4 ncl " C _ t~:::' - '711 ~~,!J.7 j ANNA'M, ROW" R, NtlTARY PUBliC MECHANICSBURl, Il'''''',I'IIMBERlolNO COUNTY MY COMMISS'ON [lPI~!$ MAY 13, 1984 Mtmbef. Ptlnnsylvalil' A~~UCtilllun ct N~.1'~ DAY OF 'I (L.S.) t. 1,' '- L: ~.-, 0' t~I,.j 0".' a::::<..., 0-- U"" W~ a:: - \ ^ ""4\ (V1 "I "',( '::., ~",' l.: CL J.I',C ~.;\\:"'bi;:"... 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