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HomeMy WebLinkAbout81-00019 . . Ul 1'-1 >; g , ~ -~;...) n:: .~ t!:l . ~ P H ~ .,...: ~ (1) p :<: 'f~ ..- ex) .... I 0 ..,.. taJ C\I ... '$- . III 0 .... .. Z UJ 21-81 "() .~ 0 " . 1 .1 PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTAm OF ."",,,D,,~,y',i.Ci,,,I~:.,,,(3,~,il:J'y',,,,,,,,,,.,,,,,,,,,,,,,,, DECEASED. To "".,,,,.,.,,,,,,,.,,, k!,~!='y'. ,<.;.,',." l..,~ ::~ ~,':",...."".",.."".."",..,..,."...""..,...."",..""""", Register of WillH fOI' lhe COllnly Jlf ClIlIlbedan'':jll \ Ill) 'onlln'"lw"all h of PeIlIlH;'ll'ania, The Petition of ",.""."""."",. ."" .7:.,{.:C!.(,!':,cX./,." ,cc. ,....,. ,0.!.:~!.f./J'Y>"""""'''''''''''7 "''''.~~ "",., ,,,., ,'"'''' ....",.....".., ..".",.",.",."""", ,.,.""..".,. l'eHpeclflllly showel h t ha t '" .""""", .!:7<<.(,:~!/?.,.,.6".....fc.t1.(?j!."".., 'd t f /~.n:'VJ J)E /v TownHhip (' I' 'I' I C I' St,t l' P Ilsyl. was a reSl ell 0 ........"I::'(,.;r.p"..f/...",,:......................Bol'ough ,. t1m JCl .UH oun j I' It e ~ en.. vania, and a Citizen of Uniled Slales, am) departed \ hi, life inle,tale in lhe County of ..(;;;t!.(1t.-:t,:I:/.//.vL) .,.. ....., .......' ,."...,..,""""'" and S lale 0 I' ",,,..,,. ".'" ,,{<~,;;Y!.'~( 0/(;, l, :/I./.,/(,/' ("{,,,,,,,,,,,,,.,, ",.""".."""",.,.'",.,., ".."""" on ......:L1.:d...............".. the ....",....,.."2..7...".."",,. day of .....,;.-d.J.1!.!-::,d.JI".".."......., A. D,. 19,f,:Q.., at the age of ,;;,,2...., yeal's, ~ '7 ~- That the said .."....,::.:c:-:f.:?.r?....,K.."G:?.Zt::.7'''".."..."....." deceaHed, lefl Hurviving the following named widow or husband, heirs and nexl to kin, 10 wit: c>A::,'rfCr{,/, /}f(I.,lT/-I /"C r/o/l/ Name RelationHhip Residence .(l!..?:~/.?/(('~i//.)f/.I..1.W$..rJ.~f.~,.(,:>1/r L L 'I' .7.?~-?'dqD.A-:..ff~?(u?;/..""",. ..e7.tf:f??'dl.f.""".."""",,,..,,,,,,,,,,,,.., "",21:.7./({!'.~",." ,..., "" ,.",!.P/~.!/(4.('{"." ".",.. ............................................ ............................................ That those above named include all of the next of kin, RO far as known. The Raid decedent waH posHesse.d of personal propel.t.I' \0 the eslimaled value of $....."............."...".""" and of Real Estate, less incumbrance, to the "Htimaled value nr $"" "M/.v.'?.. """. as near as can be ascertained. That the said Real J'Hlale in so far as is known is located in .."""""."""".."""""""........,..,..".""".... ..................................................."..............................,........................................................................,........................... Therefore, your petitioner(s) respectfully apply (ies) fOI' Letters of Administration in the above named estate. Dated ""...D.!::":,:..Jo.""",.."., """..", A. [).. Ill.??". Signature and Addre," of Petitioner (:.;) ",.0.<,,,-3,,,,,.~~~.~J.t(,.. l,% ........................................................................................ ~/-.r/-17 1/'/77" '/ L[:li'j COMMONWEALTH OF PENNSYLVANIA 1 } s": COUNTY OF CUMBP.RLANIl 1_ ;) r; ,..""",.."",.."""", ",. ,." ,."",...,. .",. .... ."",......,... ,.. ,."....., ."",X/..;:'!:I(I(c..f~. ,..,6:"",:,,/:t!.I,~Y.,.., ."". ."". """ named in the above application bcin~ duly .............i/-::.:..(.-!,/.,v................., accOI'dinl( to law, say that the facts set forth in the above application III'e t!'lle to the I","t of ,,/:((5..... knowledge and belief. ~~~~~~..~~',...."w.P,r.;.'".......,.......".... and subscribed 1 ::...~:.:..'....=:::'==',~~~~::',',:',',: "'...z),:"..,,!?.~.~,:,,/9,,~.....':j" In~,o.,..,. .,...",.,.,.,..."..,..".".."..""",",.,."..",.."""..,.,.....""..,.,..",' ,,,.,,,.7J(II.<.~"'e.':'..IUg:'.""""~~~'i'~~~'~"" ".",.""""."",.",.""""""".,."..,",....,'"".."...."".,,,,,,.,,.,,,, Janual.Y 9, 1981 Filed: . ...............................,.........................,........,...... A HOl'ney: ,(i~~.!?(.:~,;(,y,.c<.,~!~:.;~,P:.,:~~{?I.t7?:fYJ ~,"$. G""Y<..VU<E.L L /~(). 8, x I'/C,/ #6,- /N. /7/ctT I' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: , """"...""""".""".."."".""".".."""""".""."""""...PgCl.I.Y.-:::!.;,?,,,"&?./JL~-:,.o/"""""""".".,,, petitioner(s) being duly "".""...Xc.'..'!Ji:.C'!.........."."..""...".. according to law do 4;.../...... depose and say that as the administra "!),.(7"...,,. of the estate of "......iJ.t//.X.:.?"".-:f..C?J.?f:I.a.y""..""..."".....".....""..................."......, ........................................................................................................................................................................................ deceased ...../I.e..."...... will well and truly administer the goods and chattels, rights and credits of said deceased, according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ........,...".........,.,?~~,r.!.\.......,........... and subscribed before me. ............?.:.~.:....~.~.."...................... A, D., 198,~....., R:tlJI.U~'..,'(!...,.".~,,?~.,.........,.., ,..Q".,.~,.~~~......,."..,',....!. ............................................................................................ '. DECREE Be it remembered that on the ......."...?~~............. day of .......,~.?)~.~y.....".................. A. D., 19..~.L. L tt f Ad . . t t' 'th t t f David R. Gradv e ers 0 mtntS ra ton In e es a eo................ ...........................................................1'1............................... ................"...., .........."".....,.,' ....."" ............,..'""", .... late of "."....,.., ......p..~~i?S! ~.!~...?;'g):{!);~!:\A..P.........,........ ........ C b I d C t P .) , d . " t d Francis R. Gradv urn er an oun y, enns) vania, ece,lseu, were gran e to ............................................,........................... ........................................................................................................................................................................................ Witness my hand and official seal the day and year afor~. . ~ / ........"...<.21{{4.~j...tF..., .. ,eJ.Lk.~~...... tf' RegIster p- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF David R, Grady IAII property Jolntlv-ownod with the Right of Survivorship must 110 dlsclolod on Schodulo "F"l ':.' \ RlI/.15OII ex+ 'Y.SI) ITEM NUMBER SCHEDULE "E" CASH AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Decedent's Administl'atol' made a recovel'Y of wOl'k loss benefits by vil'tue of the Decedent's death in an automobile accident. The total benefit is $15,000 payable, howevel', in monthly installments of $223.36 pel' month. The monthly installments will be paid ovel' a pel'iod, then, of 67 months. The yeal'ly payments amount to $2,664. We al'e dis- eounting to pl'esent wOl'th at date of death at an intel'est factol' of 12%. This would then be $2,664 x the factoI' of 4.113 01' a date of death value of $ 10,952.00 TOTAL (Also enter on line 5, Recapitulation) $ 10 52.00 (If more space II needed Insert additional ,h88tl of sam. Ilze) ~~ u '. ~. ;::[ r...! '" .--. -" '. , ,. .,....- " , r:~, ~~~:, "'. '"\,1" x:. ,::~p Ot:~.; UIoJ ~~~ ~;,j ~c:: N j(.J ~ J~ CALDWELL, CLOUSER & KEARNS A PROrES910NAL CORPORATION THOMAS 0 CAl.OWtLL..JR. PAUL t. CLOUSeR RICHARD L. KEARNS CARL G.WASS JAMES R. ClIPPINGtR CHARL.ES oJ, DeHART,1lI JAMES L. GOL.DSMITH MICHAEL A, CARR ATTORNEYS AT LAW 112'114 NORTH SECOND STREET Fl. O. BOX 1164 HARRISBURG, PENNSYLVANIA l710B 717-Z32-7661 ~1arch 10, 1982 Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate.. of David B.:....Q.r:a~ Dear Mrs. Lewis: I am enclosing two copies of the Pennsylvania Inheritance Tax Return for the Estate of David R. Grady. This matter has been in litigation and was not settled until January 5, 1982. Pursuant to Section 717 of the Pennsylvania Inheritance Tax Act, I do not believe that any interest should be charged. Very truly yours, . '7(:d~~{ ~. ~)CF~d'07 I Paul E. Clouser for CALDWELL, CLOUSER & KEARNS PEc:tm Enclosures ~eiocl<l Cl 1../ ,Za'Z,'o/cIMZi/ {.'/:.i.ch?/- ?'n(;',~" .,AA';ctil1~i.~( /-hy' /.t~/f' <1(53 i..<- Lt'!~d ;;-;.tl cWI:.(/~' 'P""j' I{ ;! :fj(i0J. .: / ,;/ // /'~(:' i 1 I 1 I \ 1 , I I, ,,"'0' s: , " ,,- !..' ., ," ~ .." ~~5~" ."- :,~; ~~~i ;=: (~,.' :>:: . ~:t' o,~ .!_M:' UIL! '..-.:::;, ~a:: N j(...J so u t<'EV. 1547EX (1-B2) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG. PA 17105 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND AS5ESSMENT OF TAX ASSESSMENT CONTROL NO. 101 DATE 4- - 2 E5TATE OF GRADY DAVID R FILE NO. 21 81-0019 DATE OF DEATH 01-27-80 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO REGISTER OF WILL5, AGENT." IF TAX PAYMENTS ARE MAOE WITHIN 3.1ol0NTHS OF THE OE<lEOENT'5 DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED. ", PAUL E CLOUSER ESQ 112-114 N 2ND ST PO BOX 1164 HARRISBURG PA 17108 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~!:!I _Al-9~Q _ I'i!~ _L!I'!~_.. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ -, _ _. '" INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S. section 24851. If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (S) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80, and payment is made on 5-23-80, ~he interest is calculated as indicated below: STEP 1 Determine the rate of hlterest from the table below. STEP 2 Multiply the b2lance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. Interest from 3-03-80 to 5-23-80 Results in: - Balance of tax due Rate of interest INTEREST $2.000.00 x .01335 $ 26.70 Balance of tiX due Plus Interest 10 Date of Payment (+) TOTAL tax and interest to Date of Payment $2,000.00 $ 26.70 2 Months = 20 Days = Rate of interest = .010 + .00335 .01335 $2.026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months .010 5 months .025 B months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 1 6 days .00267 26 days .00437 7 days .00118 1 7 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 .00189 20 days .00335 30 days .00500 --------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment mal' object Within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inhe"tance and Estate Tax Act of 1961 (72 P.S. sec. 2485 - 1001). MAKE CHECK DR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE'TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERIT ANCE TAX INSTRUCTION BOOK FOR ADDRESS. AEV.1f62 EX ~" ~ COMMONWEALTH OF PENNSYLVANIA NO L 0106 A A DEPARTMENT Or- REVENUE , "bi!'FICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX m ACN G AMOUNT Assessment Control No, RECEIVED FROM: IP.lluLE......Clouser_,__Eaq..____ _________.::-1 1.1L~__l1,LNorth_Sllcond_ Street_ H.rr1..Bb.~gLP.~!_J7J. Q~ Prohllt... 12.83 L .J ESTATE INFORMATION: FILE NUMBER 21-81-19 MI DATE OF PAYMENT POSTMARK OA TE COUNTY DATE OF DEATH REMARKS ~TOTAL A.~OUNT PAID 12.A~ . SEAL ",/";' , RECEIVED BY "'.1 / <<JrI: - -- "1CiIl__ ...__ ~ ... ___ I::I: __ ,.....", 9.::... __L-L. ~ '.",,{.._,' I.; . ~' i Jl ~. "I' I, ~! ..__JJ -