HomeMy WebLinkAbout81-00027
~.
.,...
ex)
. -
0r- a
C\I ~ ~
I"l
. .9
0
z .li
~ -.
LAW' OFFICES I
MARTION AND SNtLOAKl:R
':
..
LAST WILL AND TESTAMENT
I, JEANETTE M. REITER of the Borough of Carlisle,
Cumberland County, Pennsylvania, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
any and all former Wills or Codicils by me made.
1.
I give the sum of One Thousand ($1000.00) Dollars to the
Building Fund of St. Paul's Lutheran Church, Carlisle, Pa.
2.
All the rest, residue and remainder of my estate I direct
shall be divided into two (2) equal parts, which I give and
devise as follows:
(a) One such part I direct shall be divided into two (2)
parts and distributed as follows:
(1) I give one such part to Mrs. William Kistler
to be used as she desires. If she predeceases
me, then this share I give to her son, MARTIN
KISTLER, absolutely.
(2) I give and bequeath the other such part to
the children of Homer C. Kistler, who is now
deceased, to be divided equally, per stirpes.
If any of such children shall predecease me, his
or her share shall go to their children, per
stirpes.
(b) I give and bequeath the remaining part of my estate
in equal shares to my nieces, JEANNETTE G. BURGETT and BETTY
J. FRITZ, absolutely. In the event either of said nieces shall
predecease me, then her share shall go to her sister.
3.
I hereby appoint JEANNETTE G. BURGETT as Executrix of my
~"""'I='t.
"':'"'''-'1:' . ':~ ,
.~ ,~.,..,.-.:,~
~t ~~,
'""t~.. )~r
f~t .~.~
'.......'" ~\ ' ....
, '~"~
. .'~ - ~
..-- ," ;:j="
(IF ,.... ..e::; I> ~
~r--~\ s: ,~I ':;
'''"~~ l: '''''l'''''t
1). " '~~ "~m." l:.t.
" \ J - ~...
ra M
~'.'~~'\'
~~,
'~.i
~- ~.
......:.,.. .. .
I
i'
~
H
ga
~ ~
~ ~
~~ ~ ~
'" 0 :J
!,! '" ~
~ 1 ~ ~
:s ,'( - 0.
~ - ~
, ~
~ 6
.
;:.:
~
Eo!
~
~
'C
~
OATH Qt' PERSONAL REPlmSENTATIV.;
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probale of Wills and granting of Lelters of Administration in and for the County of
Cumberland, personally came
Jeannette G, Burgett
who. being duly sworn
. do es
depose and say that as Executrix
of Ihe last Will and Testament of
Jeanette M. Reiter
deceased
she 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. Sworn and subscribed before me,
/'
January 13 A.D., 19~ I,
Register
:.,; .-I:
:OJ
,If) CS;
,Ol
:OJ '"'r
.<J
:OJ
:Q
LL. PI: "":
I'l: aI:
0 E-<: #[
H: "":
1'- tll ..-: .-11
N ...I 0
0 >t~
r-- .: p:l
N ...I ~1 - \04'
I - .: Ill,
.-I - I'l: .~ u: ::I:
aI ~ E-<: ::: E-<: c:
,-1 I E-<: = I'l: ..,:
.-l ~I .~ "'l
0)[ N '" 0'1,
OJ
. . : '" 1/l:
. I...... 1 0 ... r--:
Z 0 #1
, C\I: <J
I : ~ f: ~ 'i
!l ] -
0 Ol .~
If) p.. ...
Z ~
DECREE
Be it remembered that on the 14.th day of
Jama ry
81
,A.D..19_. there was probated and
recorded the last Will and Testament of
Jeanette ~;, peiter
late of
Lower Allen Township
, Cumberland County, Pennsylvania,
Jeannette G, Burgett
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
. .
....~.}
(,. ,>
9;p; /)~~
~ d-t,.{J ~ " '-el.-r,f'..
Y Relsister '
COMMONWEAL TH OF PENNSYLVMlIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 28, 1956, P,L, 1757, and Act of Jun. 15, 1961,
P,L. 373, OJ amended)
-~
'~\f~
Applicatien is heraby filed for tha approval
of an exemption from Pennsylvnnio Transfer
Inheritance Tax on the transfer of the property
describad below:
1. Bureeu File ff __f..l.::.81".o02Z
-....-._..--..._--~-----
2, Date 01 Death ____J anuary 6. 1981.
3. Dele ef Apprevel {,]d;k.L4-Li?/
4, Neme 01 Decedent J~NETTE N , REITER
5. The Commonweelth's appreised volue 01 the property lor which en axemption is c1eimed is $ 1,000,00
(Note: Where the property is other than a specified amount of cash, the exemption cannot be approvod until the value of
the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represents a stated fractional or percentage portion of the entire ostato or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless
such metariel hos been previously liled.
WILL L5t;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If other, e.plein)
i
. !
J
7. Correct Business Nome and Address of Charitable Organization receiving property:
NAME
~t: P::I111 I ~ T.l1r.hp,..~n r.h"l"'("'h. R"i 1 rHn~ F11nrl
ADDRESS 201 WeRt: T.ollther Rtreer, C"r1 i ~1 p. PA 1701 ':\
o See listing on reverse side for additionol charitable organizations covered.
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
Signeture of Applicont )k~~~~~~ 1: B~/!t~;r7t
Address of Applicont
507 West Louther Street, Carlisle, PA 17011
Officiel Title Executrix
/j/~ 1 /1'/
I /
Dete
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, or In which l'Jtters were issued for 0 nan.re$ldent decedent's Dstate. If the decedent was a nan.resident of Ponnsylvonla and
letters wero not Issued by a Pennsylvania Registor of Wills, dellvor 011 three caples to the Director, Bureau of County Collections,
Penna. Department of Rovonue, 26 S. 4th Street, Harrisburg, Po.
Do not write below this line. Fer Olliciel Use Only
Fer the Secretery of Revenue REFERRED te Bureau Heodquarters
Appreved 0
For Secretary of Revenue
Denied' 0
(lniliels el Register 01 Wills)
(Authorized Signeture)
(County)
~A'./ .~~ /f%'/
(Date of Approvel)
(Ceunty)
(Title)
(Date 01 Referrol)
(Dote 01 Action)
.. See reverse side for reasons
MUST BE FILED IN TRIPLICA TE
Inventory of the real and personal estate of
JEANEITE M. REITER
deceased
REAL ESTATE:
NONE
TOl'AL REAL ESTATE
PERSONALlY :
1. Household Goods. Value based on appraisal.
2, Checking AccOlmt No. 4-33780, Fanrers Trust Company
Date-of-death Balance
3, Passbook Savings Account No. 141675, Cumberland Valley Savings & Loan
. Date-of-death Balance
Accrued Interest
4. Certificate of Deposit No. 10-708303, Cumberland Valley Savir.gs & Loan
Date-of-death Balance
Accrued Interest
5, Certificate of Deposit No. 04-686670, Cumberland Valley Savings & Loan
Date-of-death Balance
Accrued Interest
6, Ref1md of Deposit: Beltone Hearing Service
7, Refund of safe deposit box rental: Fanrers Trust Company
8, Social Security Death Benefit
9, Ref1md of premium: Capital Blue Cross
10, Refund of overpayrrent: Hoffman-Roth Fmeral Home
11, Ref1md of overpayrrent: Blue Ridge Haven West Convalescent Home
12, Credit Ref1md: Bell Telephone Company of Pennsylvania
13. Ref1md of Insurance Premium: ~,Colonial Penn Franklin Insurance Co,
14, Ref1md of Premium: National Home Life Assurance Company
15, Public Service Electric and Gas Company, 6% Debenture Bond, dated
July 1, 1970, registered in nane of decedent. Face Value
16, 10 shares, conm:m stock, Perm Central Company, now Perm Central
Corporation, dated December 21, 1970
TOTAL PERSONALTY
RECAPITULATION
TOTAL VALUE REAL ESTATE
TOTAL VALUE PERSONALTY
TOTAL APPRAISED VALUE
$ NONE
38,882.23
$38,882,23
NONE
NONE
$ 519 50
2,883 63
4,360 92
4 00
25,000 00
206 80
5,000 00
5 42
165 00
6 87
206 11
36 70
48 89
276 00
2 32
30 00
14 87
100 00
15 20
$38,882 23
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
u:
JF.ANNErrE____G. BlJRGEIT
,
I
being duly - sworn _ according to law, deposes and lOys that She is the
Executrix ._____ of the Estate of .1EANETrE M, REITER
late of -Lower-Al1en.Township_____....._____ . Cumberland County, Pa., dece..ed and that the
within is an inventory made by --- ,Jp"nnett-p G Rt1reetL '. the said Executrix
of the entire estate of said decedent, consisting of all the personal 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
.. of the date of deced.nt's death.
Sworn to
and subscribed before me,
)
Y-ccc-t<-t,ert2_ ~ ~e~d
. Executor. Aclmlnllfr<<f
G';I2.'LLe :17" 19 81
LLLLf<.....,:~ ,.:;( 5L.LP)
, ~
507 West T.outher Street
WILLIAM L EARP, Nol.ry Public
Carlisle, Cumberland Co.. Pa.
My Commission E,pires Aog, 13, 1984
Carlisle, PA 17013
Addr.u
Oat. of Death
6th
1981
January
Month
Day
Yur
INSTRUCTIONS
I, An inventory must be filed within three months aft.r appointment of personal reprasentative,
2, A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may b. attached as to personalty or realty
4, Sae Article IV, Fiduciaries Act of 1949.
::-',
..
I:'" ""
\. : 1.
I, ;;!':..",
':~:.. N .....2:
Q(.' :i:<!
"- ;
IJJhJ gs!2
ClI- o:
Q;'" ""' . ..u
0- >::<Xl
ut:; " .,..
a;:-
~Q:: ~ ",::>
s:c -,'-'
c..)
CJ
>- ~ .,; Po<
..
... w ~ i
~ "" ... H ~
.... w ~ f5l "
0.. u
tj 0 " ..
8 w III C '" ;0.
"" w .. ..
0 J: 0.. Q. c
I ... -' LL i ,,; ~
.-l Z -' -< 0 0.. 0
00 LL ~
..!I w 0 < w i- ~
> Z "" I
N Z 0 c J
c "
.; - III Z 0
"" 0
Z w < ...
0.. "tI
c
..
... ~
0 "
.D "tI ...
" E 0
. .!
.. " 0
-' 0 i.i: '"
2
o
i=
<C
::E
a:
o
\I.
2
X
~
w
U
2
~
a:
w
J:
2
.J
<C
a:
w
2
w
oj c... ~
... 0 Ol
,f9.- .Yo
.....~
Q) ~ co
Ol"'E
-..
.c'c Q)
(0._ >
x E e
~"'O C)
~ '" ~
Ol.... 0
.s::;OOl
Cii...c:
.- ~ 0
.s::;o...
...U'"
"'Ol-"
.=.s::; E
"''''0
en en'"
"''' "
0)'- .....
_"00
-",,-
.~ u n;
CJ c'':
::J.- ::I
"OOl-"
Ol-
"0-"",
Ol"'....
~ E 0
co .- +J
..s::::.!!:!tn
... u 0
'" Ol U
Ol ~ Ol
"O"'.s::;
~",...
OlEen
.s::;Ol"
~.~:.o
.s::;~"
oQ)(j
+-' -5 c:
50';
.- 11)" Q)
a~ ~
......Ol
"",0.
Ol Ol X
"O~"
OlO_
UOl.... .~
" ~
"OOl"
Ol"O-"
.s::;Ol"O
....gc:
>"0'"
-"Ol-
"C..c ~
Ol"'Ol
t: > 3
0.0_
,,"0 "
.- ~ ~
'" ~ Ol
Ol"....
';::; U 0>-
=c:~
.-.- co
.c en'-
",...u
=.0::1
-o~:E
"v....
~ 2 en"
.~ Q)
..."Ol
"'0....
..,- >
"...
-'- Q)
~'tl"
"O~
",0
,,:::
- '"
\..
-g
E
'iii
OlU
.s::;en
... "
E'ij;
0-"
.s::;",
;;:0
.s::;Ol
"''0
.~ Ol
~-5
== ...
~.E
....>
0...
...=
Ol'-
...-"
'" '"
'5:1=
" ..
cr:"Ol
Ol1;;
.s::;...
... '"
....Ol
o Ol
_.s::;
",...
> ~
o 0
~ ..
0..
0....
'" "
Ol Ol
.s::;'O
... fl
oOl
...'0
1:)Ol
,,-E
:5't:
iil 0
Olo.
~o.
'" "
Ol '"
... 0
"'...
:nOl
Ol U
" "
'" Ol
'0
t)':; ai
"w-
,- "
~ ."'0
",-gl!
~~~
E .~.~
,- .s::;
.!!:!E+-'
U " 0
en......
"Ol'O
'Qj a: Q)
.cx{5
"'''''''
:01-:::
Ol Ol '"
-egO)
=m.c
<( ::: -0
~-
Ol "
.s::;o
".s::;
- ..
...
.; 0
'c L.. Q).!!?
roQ).cc
> .c c: 0
>- E '" ,-
U1C1.1Ub..
" E " E
&:i ra.2 Q)
c....~ 0. ~
,= 0 E >
-o..s::::~=
.!!! ;; a3 E
'u.... Q)~
._ C..s::::
E Q) of-' Q.l
0-0 ....c
-o~:g~
Ol.-
-o"'C.c.....ui
.~ Q) (J c::::
"O..s:::: t... Q) ro
0.... 0 'g...J
..c: '0 ~ UOl Ol
> " ...
>-oo"Octl
~== Q.wt;
Q).J: cn.J::. ~
'OU.s::;"'"
c1.l >r..> Ul_
U c: :J 10 co
W co V) "'0._
"0 c: 00 c
co Cl.l C:..c ~
_..s:::: en w-
0.....- en >
.. OJ::J U1
~ en "- 0 c:
::11: Q)..c C
o en-:5 ell Q.l
Co'i: .... Eo..
'" lo- c: OJ
CO Q) Cl.l rn-5
>~ a; Q)>
.c.!:!! Q) -5 .c
"OJ::...c_,-
w-o.....oo
E Q) C lI)-
'co.~- Qi=
13$ '.o~
Q) L.. g E ro
..c.E '.+:; Q) >
>cna.E.Q
"'E ~ E Q) ~
Ol~'"
QJxroo.
o ~ Q) O..c
00 mJ: u
0. o..s::; ;;'-
N en.... ..c
(f.) Q) E ~ s:
.......c._ C III
0.... CO tV....
.....-10...(1)
c.- u CO U)
o ... c: a. ~
'';:; 0 CO L.......
a. .. u O.tI)
E ~"'C ....s
Q):Joai~
XO..c\-ro
Q) Co QJ ctl
>U)tnQ.>
:: 0 g roc
E ".s::; >0
~.!!! Q).c~
<( E E"'C.c
QJcowco
.s::; '" E ;;
.... 0)'- 0
_..c~=
-.... u cg
(OFFICIAL USE ONLY)
WILL
NO,
YEAR
ADMINISTRATION
NO.
YEAR
-
u.
-
ESTATE OF
W
..J
::>
Q
w
J:
U
en
c.:l
2
i=
w
.J
c..
::E
o
U
cr:
o
\I.
en
2
o
i=
u
::>
a:
I-
en
~
ADDRESS
COUNTY OF
DOCKET NO,
PAGE NO,
LINE NO,
I"< ~~
C;U:NERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable inciuding 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.
r ." 0 n > t'1 ~ ~
z > 0 0 0 en
Cl n c: 0 ., Z s: Z t'"
1"1 ~ ~ ~ t'"
1"1 '" Z ::0 -
Z Z 1"1 .., 1"1 Z
~ ~ .., -< en 1"1 -
en
Z 0 en 0 .,
~ "T1 "T1 ::0
~ ~
0
, - "T1
~ 0 "T1
-
~ , C' z n
,
'-' "" -
,-- >
L ~. t'"
,~ ) '" cc ...c... c:
N :1:::',
Ci... '"
tlJ L~ . ~. :t:__: t'1
0;.-' is.- ,-,.:..:
o:::u;' cr ~u.: 0
oiJj :t:::r= z
u.., e::-L. t'"
~c:: ~ ,.J::1
50 j-' -< -< -<
u t'1 t"l ~
> >
::0 ::0
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3, Enter the date on which each debt was incurred and/or paid.
4, Enter the names of each payee.
5, Provide a brief explanation in the remarks column for each debt claimed,
6. Enter the amount of each debt being claimed,
7, The form must be signed by the person who has assumed the responsibility for paying the debts,
R~" 1.cl~ EX+ (3.RO)
COMH-ONW~AL Tli OF PENt~S,(LVAI~I^
DEPARTMENT OF REVENUE
TRAIlSFER INIlERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(lo'1trur;t;ons on Rovorse Sido)
'*
...--.-..-.----- --'--.---
-----,-.-.,----. ..-.
Estate of -.JEANETTE. M,._.RElTElL___
Lost Address _BJ!J:.h.anY_1QWe.:rl>.._.. ___
335 Wesley Drive
Mechanicshurg___._PA 17.D55_
len'" 15TATliJ {7.H'J
Dote of Death
January 6. 1981
Social Security No, 17lL-O~-15'35
Bureau File No.
Coun ty Fil e No.
21-81-0027
1. Decedent di ed:
( ) Intestate (without e will)
( X) Testate (leaving 0 lost will--copy attached)
2, Is the fil ing of 0 Federal Estate T ex Return required for this estate? Yes_ No X
3, ( X) -E..eClJ'lOT/Executrix
) Administrator! Administratrix
Nnme ___---1eannette G Rl1rgett
Address
5.0J_W.es.t....L.outher. ~trppr
-Carlisle.
leI TV}
P1L-
(STATEI
17011
(ZIP)
4. All correspondence should be moiled to ( X) Attorney
) Fiduciary,
5, If on attorney is representing the estate, indicate:
Nome William F, Martson. P,C.
Address Ten East High Street
-Carlis 1 '"
(CITY)
PA
(STATE)
'7!113
IZIP)
List 011 safe depesit boxes registered in the decedent's individual nomel or jointly with, or os on agent or deputy
of another, or in decedent's individual nome with right of access by another os agent or deputy. Include the nome
and address of the bonk or other institution where the safe deposit bex is located, the nome (s) in which the box
is registered and the relntionship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAIHTAIIIED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE OEPOSIT BOX IS REGISTERED
RELA T10NSHIP OF JOINT
HOLDERS TO DECEOENT
Farmers Trust Company
Jeane
One West H:i,g!LStrel;tt_,
Car li~Ll.e......J'..LJ,1.Q.13
Under penalties of pBrjury, I declere that I hove examined this return, including Dccompenying schedules Dnd
stDtements, and to the best of my knowledge and belief it is true, correct and complete,
~
tf;a~/? /
DATE
REV.450 EX+ (3.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
d6.
"
.' ~, ' , '"
(Instructions on Reverse Side)
EST ATE OF
JEANETTE M, REITER
11 EM
NO.
DESCRIPTION
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE
ONLY
NONE
NONE
TOTAL THIS PAGE
NONE
It:
S'gf(
rtEV.451 (1.BO)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Revorse Sic/v)
Estate of
JEANETTE M. REITER
~~~
=-=...-=.,."..,.........
ITEM
NO.
ESTIMATED
MARKET
VALUE
DESCRIPTION
UNIT
VALUE
1.
Checking Account No, 4-33780, Farmers Trus
Company; account registered in name of
decedent with Jeannette G. Burgett, Power
of Attorney,
Date-of-death Balance
Passbook Savings Account No, 141675,
Cumberland Valley Savings and Loan Assoc,;
account registered in name of decedent
with Jeannette G. Burgett, Power of
Attorney,
$2,883.63
2,
3,
Date-of-death Balance
Accrued Interest 1/11/81 to 1/6/ 1
Certificate of Deposit No, 10-708303,
Cumberland Valley Savings and Loan Assoc"
registered in name of decedent. Date of
maturity, 6/18/81: 15,673%,
Date-of-death Balance
Accrued Interest - 12/18/80 to 1 6/81
Certificate of Deposit No. 04-686670
Cumberland Valley Savings and Loan Assoc.;
registered in name of decedent with
Jeannette G, Burgett, Power of Attorney.
Date-of-death Balance
Accrued Interest - 1/1/81 to 1/6/81
Refund, Beltone Hearing Service - for
deposit on hearing aid
Refund, Farmers Trust Company - Safe
Deposit Box Rental
Social Security Death Benefit
Premium Refund - Capital Blue Cross
Refund, Hoffman-Roth Funeral Home -
Overpayment of funeral expense
Refund, Blue Ridge Haven West
Refund, Bell Telephone Company of
Pennsylvania
Refund, AARP, Insurance Premium, Colonial
Penn Franklin Insurance Company
30,00
4,360,92
4,00
25,000.00
206,80
4.
5,000,00
5,42
5,
165.00
6,
7,
8,
9,
6,87
206,11
36,70
10,
11,
48,89
276,00
2,32
12,
TOTAL THIS PAGE
38,232,66
*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YJ
FARMERS TRUST COMPANY
1 West High Street
Carlisle, Pennsylvanie 17013
Date April 23, 1981
William F. Martson, P.C.
Ten East High Street
Carlisle, Pa. 17013
Re: Estate of. Jeanette M. Reiter
Date of Death
January 6, 1981
Dear Mr. Martson
In answer to your request concerning accounts owned, either separately or Jointly, by
the above referenced decedent and the balance in each account .as of the date of
death, we have checked our records and are submitting the following information in
duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven.
tory forms (Ree) to substantiate the balance you report.
Note that we have shown the correct registration for each account. Also, interest accrued to
the date of death, if any, is listed as a separate figure.
Very truly yours,
Account # 4-33780 ~2,883.63
FARMERS TRUST COMPANY
~,d~ (i/ t2U!~
Rosalie W. Asch
Executive Secretary
"
I", ~, .
. .
. .
~IL1IA~ F. ~ARTSON
10 E!,ST HIGH ST.
c.e.RLISLE, P.~..
APPiiASIAL FOR TiiE ESTATE Ol": ,TE,,;,~~'l'j'E :{r~] 'mR, llE'l'lll.JH 'l'O\'IERS AP'.i'S.
BED rtOor.~ :
JELLY CUPBOA~-------------------- $
SEALL CHEST OF DRAWERS------------ S
flAT TrtlmK------------------------ S
5 DRW. CHEST OF DRA'::ERS-----.------ ::I
SINGLE HonniOOD BED CO:.:PJ,r.;'PE----- S
VACUUM CLEft~E?-------------------- S
SMALL WOODEN STOOL---------------- )
CP~E SEAT CHAIR------------------- S
STORAGE TYPE HASSOCK-------------- $
2-ThBLE LIGHTS-------------------- S
T,IVIliG ROOM:
WOODEN DINETTE TABLE-------------- S
RED UPHOLSTERED PM~'FORi1 ROCKER--- ~
2~~00DEN SIDE CH~IRS-------------- S
'....OODEN Aill1 CHAIR W/CUSHION SEhT--- $
WOODEN STOllAGE CHEST-------------- $
:lED &. GRH PJ.AID PLATFORM ROCKER-- S
LEATHER HASSOCR------------------- S
DESK & CHAIR---------------------- e
FOOT STOOL------------------------ $
UPHOLS'l'EitED HOCKE~---------------- $
END TABLE \'''/J''AGJ..ZINE R!,CK--------- $
2 DR\{. D~OP LEAF sTJ:Jm------------ $
~ABLE LJGHT----------------------- ~
FLQRAL COVERED S\'iIV'..L ilOOY.r:~~"--..-- S
Ct.RD V.hLE \~/4 ClihI:lS---- - - - - - _'h - S
CLOTiiES DRYING RACY.--,.-..----------- e
BISSEL H~ID SWEEPER--------------- $
80.00
15.00
1? )0
35.00
;'0,00
1'/.)0
3.00
10,00
3.00
~ . 00 PI,] R
30.00
3'1.50
5.00 PAIR
11.00
15.00
32.50
5.00
1'1.50
3.00
18.00
11.00
30.00
3.00
2,/.00
1 ~ .00
;>.00
3.00
REV..452. (1"80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
ESTATE OF _ TF.ANF.'l"T'F. M RF.T'l'lCR
SCHEDULE "C"
TRANSFERS
*~',
"
. ,
INSTRUCTIONS:
1. Answer the questions on reverse side.
2. If the answer to any of the questions on the reverse side is "Yes," provide (\ description of the property transferred per
Schedules "A," "B," or OlE," its estinwted IIImket vallie at dale of death, d,1tes of transfer, to who 111 transferred and
relationship of transferees to decedent. Attach a copy of any 111151 decd or illstrllnlOnl relating to the transferred property,
...---.. ._-.'-,.
.... ........
,..~..- ,'-" -- . .
,,--..-..-.. ..
--...~..._..._-.
.--.,- .-.'.-"-
ITEM
NO.
DEseRt PTlON
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONLY)
NONE
NONE
TOTAL THrs PAGE
NONE
NONE'
~~t
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, wilhin two years of death, make any transfer of any material pari 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",) ...N.Cl.-
3. If the answer to one or two above is "Yes" and the transfers are claimed 10 be nontaxable, provide the fOllowing
information:
a. Age of decedent at time of transfer.
b. Copy 0 f death certi fi cate.
c. Affidavit by the attending physician indicating the slate of decedent's health at time of transfer.
d, AI! 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?
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".) 1ID--
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) ~J9
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
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 baleficial 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".)
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
partY or parties es joint tenants with right of survivorship, Soth tangible and intangible property are to be
included. List real estate first.
1, Describe ell real property as indicated in the instructions for Schedule "A", Describe ail personal propertY
as indicated in the instructions for Schedule "S", Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned property,
3, Indicate the percentage of the decedent's interest.
4. Indicate the market value 01 the decedent's interest,
r-< '" Ci n :>- M :>- :;
Z ;.. 0 0 0 cr> % " Z -
Cl n c:: 0 -l ?' r-<
M M ~ Z :>- SJ - SJ r-<
:;::I -
Z Z M -l M -l Z
SJ SJ -l -< cr> M -
cr>
Z 0 cr> 0 -l
0 "'l "=1 ;>:I ~
~ 0
"=1
:'l: - "'l
~. : ,", 0 -
:"'-...1 :'l Z n
"" :-If.:; -
I. ;..
L_ , ~~~ r-<
C)'. oc. c::
el'" N ..c:";
l:'_ : rJl
LJ.,'l.l.1 "" (.~~ M
Or- e:,
a::: V., "" 'i"'l~~ 0
Oi:; y'" Z
'-'w .,Z:
~'" ~ ~:::> ~
~ w'-'
.oJ >< ,,<:
'-' ~
M M
:>- ;..
:;::I ;0
REV."1I4 EXt (~aO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
File Number
21-81-0027
iii Original
o Supplementa'
o Remainder
Estate Name
,JAaneJ;.tIL~te.r
Date of Death
January 6, 1981
Social Security Number
174-05-1535
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the eaunty 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the laregoing
return at the valuas sot forth apposite each Item in the last column to the right in Schedules "A", "B", "COO, and "E"
Dated:
M~y ;>1, 1981
(~ '/'" I)
_(7't.-'/.."lld ;;1 /1111,1,1';';
INHERITANCE TAX APPRAISER
INVENTORY
coaE
AaJUSTMENTS
(HARRISBURG USE ONLY) REMAIHDER APPRAISEMENT CODE
VALUE AS APPRAISED
Real Property (Schedule A)
Per.onal Property (Schedule B)
Jolnt.Herd Property (Schedule E)
Transfer. (Schedule C)
$
N ne
00+
'0+
92+
TOTAL GROSS ASSETS
20+
30+
Leu Debt. and Deduction.
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Lile Estote
o Annuity
40-
93-
~
FACTOR
PRINCIPLE
VALUE
CODE
I
FOR USE OF REGISTER ONLY
Tax on $
!;QQg,
COMPUTATION OF TAX
$
$
~
$-
$ -
6%
"rox on $
15%
Tax on $
Tax on $
Tax on $
Exemptions
1'otal Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Less Credits
DATE OF, PAYMENT AMOUNT PAID DISCOUNT INTEREST
S + $ 5 =
,+ -- =
BALANCE 5
INTEREST FROM TO
BALANCE DUE
TAX CREDIT
$
~ ~ ~ ~ rl
e:; ll>
>
Z ~ ~ f>l 'M
0 :>- ~ a
~ . 'd
'" :0: .g a
~ ~ U rl
...:l 'M N
a ll>
0( ~ ~
- .<l rl rl .::t
U Z U rl 0()
- 0 ll> t) rl
l<.
l<. -
0 ~ c:i
~ ~ ~
~ 0
!-< 0 '" z c:i
'" '" >- !-< c:i
- ~ z
Z !-< ~ !-< ~ Z
...l c:i - c:i ~ ~ z :.: ~ ~
...l Z ::E z 0 ~ u '" Z
~ ~ '" ~ 0 0 0( :l
~ u 0 ".
I
I