HomeMy WebLinkAbout81-00028
No, 21-S1:.'E'<
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
Georgianna ~lorrison
, deceased,
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania,
Petitloner(s) is (iff) the executr ix named in the Last Will and Testament of
Georgianna Morrison dated Hay 22, 1967
Decedent was a citizen of the United States and a resident of Sout', Middleton Township
Tcf4r1oNP/(j3f4r:!JhM, Cumberland County, Commonwealth of Pennsylvania,
Decedent died on Wednesday the 31st day of December A.D. 19~,ln the
lvania 72
County of Cumherland ,State of pennsv at the age of _years,
Decedent has (h# Ntl been married and tfaJ, (has not) had children born to ~IM(her) since the ex.
ecution of the above described Will.
Decedent was possessed of personal property to the value of Unes t ima ted
and of real estate to the value of
Unestimated
as near as can be ascertained; said real estate situated as follows South Middleton
Township, Cumberland County, Pennsylvania
Therefore, your petitioner(s) respectfully apply(les) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Dated -.January 5
. 1981
,-.-'
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Name and address htfl,.nX-...... h1'tl./l.-U.",^./
of Petltioner(s) Harce ~ne Horr~son
14 Fairfield St.
Newville, Pa, 17241
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CO~ONwEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l ss
j
Harceline Horrison
named in above application, being duly S\~orn
statements set forth in this petition are true to the best of
according to law say(s) that the
f)er knowledge and belief,
Sw,o.r,n..___ and subscribed before
me, __ -!an':1.arL 5 1981
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Filed: January 14 , 1981
Attorney
George B. Stuart
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LAST WILL AND TESTAMENT
I, GEORGIANNA MORRISON, 0 f R. D. #6, Ca rlis Ie, Cumberland
County, Pennsylvania, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last Will and
Testament hereby revoking and making void all former Wills by me at
any time heretofore made.
FIRST. I direct all my just debts and, funeral-exp'enses-'i:n-
cluding all inheritance taxes be fully paid and satisfied out of
my Estate by my Executors, hereinafter named as soon as conveniently
may be done after my decease; '?!'H-,,3~"v ,...{'c' ':.j~'_'~~':;~,(':~(,J~jJt~~
SECOND. I give, deviseatid bequea th all my property wha tso-
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ever and wherever situate unto\~y husband, Clarence G. Morrison, to
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be hers absolutely.
THIRD. In the event that my said husband and
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as the result of a common disaster or if he should
I should both die
then I give, devise and
bequeath the sum of 1r'~ . II
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of r . ~vtlc *-'Y,
predecease me,
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Iced: ( .00)
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(b) I
.lId/vOl/tel
( '!e'81~::ee)
give, devise and bequeath the
New York.
lei
sum of ,rive Thousand
Dollars unto Helen Hays
Dollars, in trust, with the Harrisburg National Bank
and Trust Company to use for the keep, maintenance and care of Betty
Baum in the discretion of said Trustee and to expend of the income
and from the principal of same for her proper maintenance and care
including the payment of taxes on the home described in the following
paragraph.
(c) I give, devise and bequeath the home in which I live to
Betty Baum for an during the term of her natural life or so long as
she desires to live there together with the contents thereof. If at
any time that she desires to move and not occupy said home, then the
same is to be sold,with contents thereof and the proceeds distributed
as follows:
(a) One-half (~) to Betty Baum and one-half ('!) to her son,
Clarence Lee Baum. If said Clarence Lee Baum is a minor at the time
of my death, then I hereby appoint the Harrisburg National Bank and
Trust Company as Guardian of said mi.nor until he reaches the age of
twen ty-one (21) years. ""I,
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FOURTH. All the rest, residue and remainder of my estate what-
soever and wherever situate I direct my Executors hereinafter named
to convert into cash at either public or private sale, at the best
price or prices obtainable by them.
After the same has been done,
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I hereby direct my Executors to divide the same between
~, and Marceline Morrison or to their issue if any of them
LASTLY, I nominate, constitute and
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appoint.... and Helen
should predecease me.
Hays as Executors of this my Last Will and Testament.
IN WITNESS
WHEREOF, I have hereunto set my hand and seal this
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(SEAL)
.!l..<, t'~ay of May, A.D., 1967.
o
Signed, sealed, published and declared by the above named
Testatri~, Georgianna Morrison, as and for her Last Will and Testa-
ment in the presence of us, who, at her request and in her presence
in the presence of each other, have hereunto subscribed our names
as witnesses thereto.
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OATH OF PERSONAL REI'RESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me. the Register for the Probatc of Wills and granting of Letters of Administration in and for the County of
Cumbcrland, pcrsonally came
MARCELlNE MORRISON
who. being duly sworn
,do es
depose and say that as
Georgianna Morrison
Executrix
of the last Will and Testament of
deceased
s he 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
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and subscribed before me.
Januarv
5
A,D,. 192L
Register
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DECREE
Be it remembered that on the
14th day of January
81
,A.D.,19_. there was probated and
recorded the last Will and Testament of Georgianna Morr is on
late of
Sonth Middleton Towns1lip
. Cumberland County, Pennsylvania.
fI~arcel~ne 1.
___~~xxxxx Morrison
Deceased, Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid,
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No.,21,,,g.1........... ;!SRECOROErr,::-',r,
PEl';I'~'; ~ ;.
Renunciation and Requc~t ,IAN 13 P 1 :0,
__________.. CLERK-O:(r'~il\~t'S l"fij
CUrmEfll.ANO Cte ,"
In the Maller of the Estate of ..,....(;,(!,~,!:',f$.~,a.,~~~....t1l?,r.,r..~,s.,~~....,..................,....,........................,....,..,..,..............
To ......!:1,a.,r.y...,~,~....~(!,~,~,s.............,......,......................,..........,..,................,..,....,..... Esq" Register for the Probate of
Wills and granting Letters of Administration for the Cou nty of Cumberland, in the Commonwealth of Pennsylvania.
....,~...., the undersigned, beiog tJ..,/..,Q\1~....R.f....t.!)~,..~,R.~,I?Xg,~.!~!;:JJ,<;.,I?,$...,),!f.l9,~,J;,...t\~....1.~,~,~,..,I~,g,~,
and testament of Georgianna Morrison
..................................................................................................................................................................................................
..................................................................................................................................................................................................
...... ..........................................................................................................................................................................................
.................................................................................................................................................................................................
do hereby renounce ,............,..,...........,..,,,........,~y.........,....,right to have Letters ..},e.,S.,~~,~:.~,~,~.:X........,....,..........
......,....,................,.........."......,.....,....,.............., on said Estate issued to ..,t1l~,......,............,.."..,....,...............",......,........
........,..,..,.......,................,..................,..,..............,....,.............., ........,..,......,......,......... and do hereby request you to grant
Marce1ine Morrison, the other co-executrix.
the same to ..........,...,..,........ ,................' ..,......,.......,.............,',.. ......... ............' ,..............,...........................................,..........,
Gill
Witness....!)ly"..,..,hand....,......,.."aod sea!..,......,.... ..this..,.. ,..,............,..".......'!..~..........,.........,........,...........
January 81
day of ..............................,......,.....................,..A. D. 19........
Sealed and delivered in presence of
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IN THE COffin OF CONl-WN PLEAS
CUl'lBEII.MlD COUNTY, PENNSYLVANIi\
ORPnj,NS I COlITrr DIVISION
STATEMENT OF PROPOSED DISTRIBUTION
OF
MARCELINE HORRISON, EXECUTRIX OF THE ESTATE OF
GEORGIANNA HORRISON, UTE OF SOUTH MIDDLETON
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
The balance in the hands of the Accountant for Distribution as
appears by her First and Final Account is ......... ...$ 55,502.81 cash
and 1977 Chevrolet Halibu automobile and 131m mower, in kind.
The real property located on Petersburg Road, in South Middleton
Township, Cumberland County, Pennsylvania, and the contents thereof
are being set aside for use of Betty llawn as set forth wlder the
terms and conditions contained in item THIRD of the ~1i1l.
DISTRIBUTION
To Helen Hays - bequest
1,000.00
To Commonwealth National Bank, in trust, for Clarence
Lee Baum as set forth in will
1,000.00
To Commonwealth National Bank, in trust, to use for
keep, maintenance and care of Betty Baum as set
forth in l~il1
10,000.00
'.
To Betty Baum - bequest, 1977 C~evrolet Malibu
automobile and lawn mOI~er, in kind.
- 1/2 residue estate 21,790.03,
less : distribution as appears
in First & FiVal Acct. - 77.25
1 21,712.78 21,712.78
- The real proplrty loc1.lted on Petersburg
Road, in South Middleton' J:o~mship, Cumberland
County, Penna., and tele contents thereof are being
set aside for use of Bett?' Buum as set fort" under
the teJ:ms and conditions contained in item THIRD of
the will.
To Marceline Horrison - 1/2 residue estnte
21,790.03
,
The above distribution is in <lccordancc \~itll the l.?st will Imd testament
of the decedent.
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STATE OF PENNSYLVANIA
:ss
COUNTY OF CUHBERLAND
HARCELINE MORRISON, Executrix of the EHll te of Georgianna
Morrison, deceased, being duly sworn according to law, deposes
and says tha t the foregoing Stat ement of Proposed Dis tribut ion
is true and correct to the best of her kl1ot~lcdge, information and
belief.
Jt(~.n..1J. ..,
(Marceline
\
~Lt..~AJ",) (.........l-^ J
Harrison)
Stqorn and abscribed to
before me this alltl..... day of
July
, 1981.
'i',.{''l.<'~ /" r..-Ia~c c&1.l
Notary Public
".:;',: ,.., Q(8mftEfilIllIOlIl
"" '", y.,' :,.j,\, '~.'e Cumberland cty,. PA
.1'1,.,., ....,,~"'f~l.,. I 51982
0'';,'1.''::';' 'S.\";',Wb\:I/ilml~QIOn expires Maroh ,
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FIRST AND FINAL ACCOUNT OF HARCELINE HORRISON, EXECUTRIX
OF THE ESTATE OF GEORGL\NNA HORRISON, LATE OF SOUTH
HIDDLETON TOHNSlIIP, ClMBERLAND COUNTY, PENNSYLVANIA, DECEASED
Date of Death: December 31, 1980
Date of Advertising Letters: The Evening Sentinel _
Fehruary 3, 10 and 17, 1981
Date of Advertising Lettel'S: Cumherland Lm~ J9urnal _
February 6,:,13, al~d 20, '1981
DRS.
Casl:1 Debits
Presbyterian Homes, Inc. - payc:1eck, vacation,
regular & sick pay
697.70
Benefits from Medicare and 65 Special
30.00
Connnonwea l,tl, Nat ional Bank checking
account #182-651587-3
11,233.31
Commonwealth :fational Bank savings
account 111.8-0010279-8
Additional interest
33,664.96
80.75
Cumberland Valley Savings & Loan Association
savings IlCCOU< #141762
Additional interest
32,907.65
75.50
Interest earned on money on deposit \~ith
Commom~ealth National Bank
149.93
Interest earned on money market cat:ificate
purchased at Commonwelllth Natiol11l1 Bllok
3,054.35
Interest earned on money market certifi.cate
purchased at Farmers Trust Company
1,463.89
Betty Baum - i.n11eritance tm: on jointly otmed
ace Dun t
77 .25
Totlll Cash Dehits
83,435.29
l \.; "]":4
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1977 Chevrolet Hillihu automohile'
La~.,n mm...'er
Real property along petersburi; Ro,lcl ill Sout', Bi.ddleto'l
Towns!lip, Cumherland County, pennsylvania, with
improvements t'ler.eon erected and cO:1 tents DE !l11use
and outbui.ldings.
CRS.
The AccDuntant claims credit for t'1(' f:[JllD\~ing disbursements:
George B. Stuart - Reim. fDr I,ctters, etc.
Carlisle Propane CD. - gas
United Telephone CD. - telep!lone serviee
Hetropolitan Edison CD. - Electric service
Ewing Brot'1ers - Balance due after soci,']l security
payment, etc. on funel:al hill
Cumberland Law Journal - advertising letters
Internal Revenue 3ervice - 1980 Federal income tax
Pa. Dept. of Revenue - 1930 1'a. income tax
Patri.ck I.. Donley - preparation of tax retU1:ns
Evening Sentinel - advertising letters
Roy D. Gottshall - appraisement
Register of Will" - p~ent on account: of: I'a.
in1.1eritance tax
Betty J. Williams - county & Twp. real estate taxes
I.J'. R. Stubbs Age1:cy - auto insurance premium
Register of Wills - file Appraisement
Betty Beum - mDwing lmm {, reim. out-Df-pocket expense
Register of Wills - file Statement of Debts 10< Deductions
Register of lVills - balance Pa, inheritance tax
Reserves:
George B. Stuart, P.C. - attorney fee
Marceline MDrris:m - executrix commission
_ ~lithbeld fDr filing, closing
CDStS & miscrilaneous
contingencies
Total Credits
DISTRIBUTION
To Betty Baum - credit for i.nheritance tax paid
on jointly owned account
Total DistributiDn
b..' ,. ~ ., Jr~ r;'
U..LJ. __.;'..... fl',vl. uJ~
31.00
352.77
22.11
133.16
731. 00
18.00
363.00
81. 00
17 .00
21. 50
35.00
11,000.00
31.26
5.30
3.00
115.00
3.00
3,147.87
5,672 .13
5,672.13
400.00
27,855.23
77 .25
77 .25
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
~-
~
COUNTY FILE NR:, , ? 1- ~ I - 0( ~'
/\rD~~"'-L 'IT\ iJf1J1.<,<X;'y\,
To:d, ' .[\1\'(' f3 J,tU()~J
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C&11-<l~(L C Ii., I '7013
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DATE \~-'" ij ~ ;J LI! 1j r;
ESTA TE \~.(U"I'" ,C,) ~ ^"" I l~l ()'(Ul...;;,_,,'Y\
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FILE NO, ;;;., I., g I - d A/
COUNTY L),y'('(I ~i,r'flD".'jJ
'\1" ~I I',' V(\
DATEOFDEATH ;,:,..y,,(':; 6....
Jointly Held Property /Transfers
s 3 (i 0 (I () () ~
( ,
+ 'II (., "d 10.
/
5/11,99
,
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+
Appr:ised Value of Estate:
Real Estate
Personal Property
Total Gross Estate
s/U
. 13
o ')~, 3~
"
,..
s \/1)/ 1'7.7" 75'
, /
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Amount Taxable @ 15% Rate
s ell: I rIg '75
s tax due
q t / 7 y, 75 tax due
s
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
pi
,
s 11/
7J.(n, XI
'7 J..(.,. ~/
'* '* .. * '* '* A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
3 - 3() -, X,'/
'7- }!./ 'ii/
.
AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$ II. D (j II OG + s f'7~ (}II- s = s II. I) r) ?r Cj~
;: ILJ9,97+ = i / L/ 7, ~~ 7
+ =
Less Credits:
DATE OF PAYMENT
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
f ~ ~\A 'l,^,M
is
, ,. , i~'
HEV.455 [XI (3-1]0)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
ANO OEDUCTIONS
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Estate of-"-E.Q.RGTANNA HORRISON __,_ Datc of DeathDec .31,1980File No, 21-81-28
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant
Relationshir In Dec(!dent
Claimant'5 AcJdruss illlilTll! of Oncedent's DeaHl
ITEM OATE NAME OF PA YEE REMARKS I AMOUNT
NO.
Ewing BrDthers Funeral HDmc Funeral bill 986.00
. f'eDrO'e B. Stuart Reim. I"etters etc. 31.00
c;"rl il11 e PrDoane Gas 352.77
United Telephone CD. Phone 22.11
Metropolitan Edison Electric I 1.33.16
I ~n,l T."wTnl1rn" 1 Ll"-:-~;q;n" 1"t-""rq 1Sl,OO
Internal Revenue Service 1980 tax due 363.00
Pa, Dept. D! Revenue 1980 tax due ~l. uu
Patrick L. DDn1ey Preparation tax returns 17.00
Eupn;nO' ~entine1 Advertisin", letters 21.50
Roy D. Gottshall Appraisement 35.00
Bettu J. Williams Real estate taxes 31.26
W. R. Stubbs Agency Premium due 5.30
Betty Baum Mowing 1a11n & reim. nl1t'-:.Qf-PDc~t 115.00
Ir.eor<>e R Stu"rt -, 5,672.13,
P c A tt ornev
Marceline Horrison Executrix commissiDn 5,672.13
F~l~ng and clDs~ng coses " 400.00
TOTAL I 13 956.36
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 to the estate as deductions for Inheritance Tax purposes.
I
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SIGNATURE OF FIDUCIARY
'7~d/?I
DATE
OFFICIAL USE ONLY
3j"
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ) 3 9'1) c. AT
1/--
-.J
% TAX RATE
(}~,.~A 2:5 r' q .\':
--i:tATt
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductiblc against his/her taxable
estate, In addition to debts incurred by the decedent or estate, ather items are claimable including the cast of
administration, attorney fees, fiduciary fees, funeral and burial expenses including the cast of a burial lot, tombstone
or grave marker and ather related b,urial, expenses.
All debts being claimed against an estate are subject to the approval of the Register of Wills with wham the
Inheritance Tax Return is filed, Evidence to support the decedcnt's or the estate's liability for the debts being
claimed should be attached to this schedule.
A family exemption may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. If there is
no spouse, or if the spouse has forfeited his/her rights, then ony 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 eXel1'ption can be claimed by
,'a,porent or parents who are members 01 the some household as the decedent. The fomily exemption'is allowable only
, a~ainst assets which pass by a, will or,by the Pennsylvania Intestate Laws.
NOTE: Compensation paid to an estate representative; namely, an executoror administr~tor,for services
performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income
item should be reported on lorm PA.40.lndividuallncome Tax Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. 'If the lamily 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 nomes 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 mast be signed by the person who has assumed the responsibility for paying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE 8\2" x 11" SHEETS.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
~i~~
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(fllstn/ctimlS 0/1 R(!varsn Sidv)
Estateo! Georgianna Morrison
ITEM UNIT ESTIMATED DEPARTMENT
NO. DESCRIPTION YALUE MARKET VALUATION
V ALU E {OFFICIAL USE ONL YI
1. 1977 Chevrolet Malibu 2,100.00
2. presbyterian Homes, Inc. - paycheck,
sick pay and vacation pay 697.70
3. Commonwealth National Bank checking
account #182-651587-3 11,233.31
4. Commonwealth National Bank savings
account #18-0010279-8 33,664.96
5. Cumberland Valley Savings & Loan Ass 'n.
account 11141762 32,907.65
6. Contents of household and outbuildings 1,016.50
TOTAL
81,620.12
? / t, 1 (), 1:1.
,..jJ;--
If additional space is necessary, use 8'," x 11" sheets.
1. Did decedent, within two years of dc,llh, make ilny lronslel 01 any ntiltelial palt olliis estille witliout receiving
valuable and adequate consideration? (Answer "Yes" or "No" ,) --
2. Did decedent, within two years of death, transler property IrOl1l hirnsell! lIer',1)11 tn him~;elllhersell and ano\hur party
or parties (including a spouse) in ioint oWllersliip'l (I;IISWCI "Yes" or "No",) --.-'
3. If the answer to aile or two ahovc is "Ycs" and tllC \r"lIs!r:rs alc d:lirlled 10 lie 1I0nlClxallle, provide the lollowin~,
information:
a. Age of decedent at time 01 trilnsler,
b, Copy of death certi !iciltC.
c. Affidilvil hy the C111ending physiciiln indicatlllg \1IC ~,tatc 01 deccdent's health 0' lin~e 01 trClnslcr.
d. All otlier information supportinR nontaxallilily of l.ransler,
4. Did decedent, in his/her lifetime, milke illlY lrilllsler 01 properly withonlreceivinp, a villllalllc or ildeqoate cOllsideriltion
therefor which was to lake ellect in possession or enioyme:lt at or aile' lIis/her death? (Aaswer "Yes" or "No",)
a. Was there any possibility thatlhe properly lrilnslerlcd mir,ht relum te Irilns[emr or Ilis/ller est~te or he suhject
to his/her power 01 disposition? (Answm "Yes" or "No",)
b, What was tile transleree's ~Re ~t time 01 decedent's deatll? --
5. Did decedent in his/herliletime m~ke any translel withoullcceivinp, iI valuable ~nd i1dequ~te considerationtherelof
under which transferor expressly or impliedly reservcs for his/llC! Iile or any period wllich docs in l~ct end holore his/her
death:
a, The possession or enjoyment alar the rip,htto income fromlhe propel Ii transferred? (Answer "Yes" or "No",)_
b. The right to designate tile persons who shall possess or enjoy tile property tr,lIlsferred or income therefrom?
(Answer "Yes" or "No" ,)
6, If the answer to five b, ahove is "Yes," state whether the right 'r1~S reselved in decedent alone or others.
QUESTIONS CONCERNING PROPERTY TRANSFERS
7, Did decedent in his/her lifetime make a transfer, the consideration 10J which WilS transferee's promise to pay income
to or lor the benefit or care oltranslelor? (Answer "Yes" or "No",)
8. Did decedent, at any time, tfnnsler property, the hmefici~1 enjoyment of whicll was suhject to change, hec~use of
a reserved power 10 alter, amend, or revollc, or which could revcrt to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".)
9. If the ansVler to eight above is "Yes," was tile power to alter, amend or revoke tile interest of the beneficiary reserved
in the decedent alone or the decedent and othcrs'l (Answer "Yes" or "No",) -
REV.454 (1-ao)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPERTY
'*
(Instructions Oil Reverse Side)
Estate of
~eorgi~nn~ MnTri~nn
p
TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET CE DECEDENT'S VALUATION
NO, VALUE N INTEREST IOfficial Use Only)
T -
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~o..l.I. ~Q'\\r\ '1>.J2P[).S.(~ :6k 'I IlclS
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, I
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S\, "\IY IG ^ 'U 1)0;).9. q~ 'b -\(U( 514,9~
-
TOTAL THIS PAGE None .5 /,-/, 9L
IJV
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, Oescribe all real property as indicated in the instructions for Schedule" A", Describe all personal property
as indicated in the instructions (or Schedule "8", Include the name, address and relationship to the
decedent of the co-owner (s) and the dale the joint ownership was established,
2. Indicate the total market villue 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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File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-81-0028
REV-4114 EX+ te-801
Date of Death
December-21, 1980
Q Original
o Supplemental
o Remainder
Estate Name
Georgianna.Jo\orrison___
Social Security Number
174-05-2167
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and far the County of Cumberland
Pennsylvonia, do respectfully report that I nave oppralsed the real and personal property as reported in the foregoing
retum ot the values sot larth opposite each item in the last column to the right in S~edules "A", "8", "e", and "E"
Dated, July 10, 1981 i--~:} nd'l rii ~/jlt)1 /1 ( 1(_
INHERITANCE TAX APPRAISER
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) S 00+ 92+
Personal Property (Schedule B) ta+
Jolnt.Held Property (Schodule E) 2lH
Transfers (Schedule C) N e 30+
TOTAL GROSS ASSETS l,la.ill 11
Le.. D.bt. and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate w:E FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR llSE OF REGISTER ONLY
Tox on $
CODE
COMPUTATION OF TAX
S
S
S
S
6%
Tax on $
15%
Tax on $
Tox on $
Tax on $
s
Exemptions
T otol Estato
TOTAl. TAX
INTEREST FROM
BALANCE
TO
$
S
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
s
+ S
=
s
+
=
BALANCE
s
_ S
S
INTEREST FROM
BALANCE DU E
TO
REV-4" EXt 17-801
COMMONWEAL TII OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
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[]ORIGINAL
o SUPPLEMENTAL
File No. 21-81-0028
Estate of Georgianns Morrison
Coun ty
Cumberland
Date of Death December '31. 1Q80
In the event that any futuro Interest In this estato Is transferred In possession or enjoyment to collateral heirs of the decedent after tho
expiration of any estate for IHe or for years, the Commonwealth hereby oxpressly reserves the rIght to appraise and assess transfar
Inheritance talCes at the lawful collateral rate on any such future Intorest.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Real Property _ SCH. "A". . . . .. $ 30,000.00
2. Total Personal Property _ SeH. "B". .. . $ -81..6;>0.1;>
3, Total Jointly Owned Property _ SCH. "E" $ 514.99
4. Total Transfers _ SCH. "C". . .'. . . .. $ None
Unreported $
Unreported $
Unreported $
Unreported $
$ '30.000.00
$ 81,620.12
$ 514.QQ
$ Nnnp
$ 112,135.11
DLlFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I do hereby certify that the above appraisement is made in conformity with Pennsylvanio law and has been filed this
day with the Register of Wills. ('_ 0 , ,I!ll It ' . ,
\ /!ill ndMt) (') i,C (J)uuLL 07/10/81
,/ APPRAISER DATE
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