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NO.
PETlTIO:-: FOil 1'1l0ILITI'; OF \\'11.1. ,1:-:1) I.i-:TJ'EIlS OF AI)MI:\ISTIlATIOX
CI!~1 Ti-:STA~IE"TO A:-:"EXO
I.ETTEIlS OF AIl~II"ISTIlATIO:-: I)E 1l0:\IS :\0:\
I.ETTEBS OF AIl~II:-:ISTIlATIO:\ IlE BO:\IS :\011 CU~I
TEST I ~IE:\T()I:\ "E~O
ill thl' Estah' of "....~!~~~.~E~,~~."q.~.:t~~.;-'''"..,,,..,,.....,......, d('cellSl~d.
1'e1i1iOl)(,I'(X), ""J,C"-X1UC" ,1'i,,,,ToXl,ey,,,,.,,,,..,,,,,,,,,,,, ""."",,,,,,,,,,,,,,,,,,,,, """"""""""''''''''''''''''''''''''''''''''''
alll'~<'(,I) Ihal:
il ilIW
J. P('tHi(l/l('l'(~) XIX/X hl'I'11Iy,mll' YI'llr,~ oj ilgl' Of oldl'f ami applit's for It'ltNs of administration
.............""......"........................""..................................... ill tht' aho\'(> ('aptiollt'd ('state.
2, DeCNIl'nt dil'd nil .",Ap:<:i1",z6.,.".1.9i30"""""""",,,,,,,,,,,,,,,,,,, at ,./.:'"",A.."M, ill Ihl' County of
Y:r.~!:,k.}'~,~"""",,,,,,,,,,,,,,,.,., Stall' or ,Y~.fl!:'::>,Y,~~,~,~~,~"""",,,,., al Ihl' agl' of """""..7.7.""""", )'l'al's, having
made ",h~.:F."", Last \l'ill and Testaml'nt datl'd III(' ,?,i:n,\..., day or "",,,J!!J),Q,,,,.,,,,,,,,,,,,,,,,,,,,,,, A,D: J\),7.,9.",
\Vhl'rl'in ".sile",,, appoinled "1I1i.ce",Lauise,,,Haslte:t:t.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Exec u.tr.ix",
Which ESl'"l,:I;,:r;;,x"" has since "relo,oa,te<J.",i-n",aoo,ther",sta,te"""""",,"""""""""""""'''""''''''''''','''
01\
On ........"".... day of ."..."'"........."..................."., HL......, Letters of Administration Wl'TC granted to ..................
........................"........................................................................................................................................................................
d.b.n.
d.h.n.e.La.
3. Letters of Administratioll 'e.t.a. Hn' needed because ..............................................................................
- apply
...................................................................."........................... and pC'litioner(s) applies in ..........."......... cnpacity a~
"""''''''''''''''''''''''''''.'''''''''''''''''''''''''''.''''''''''''''''/''j'''''''''''''' I
4. Dcct'dent dil'd domiciled in .';.:.,;.,'::......':..;.'.:.~'.!..!:.:.;;..,'.L..;,,~.m........ with his last family or principal
I/....~ _ (statc~c(}uTltry) .
residenceat..'r.;~..j..l.....:'::.-!..:../.(.:.(,t.:.(~.:......>.l:.:............j;,I.!L....'.::..'..:.~.r..,..~.I:::..I.;..~;..:........................"....................
. \\'as/ / / was
5. (\VIlt're decedent died testatd Decedent was not married and a child was not born to or
adopted by decedent after (~xecution of the will (and where applicant is alleged spouse) nor was decedent
di"orc(!d from applicant aftt'r execution of will <lnd at death.
6. The said decedent was possessed of Goods, Chattels, Hights and Credits to the estimated
value of $;~?,. Q..;!I;;....:\t,..r::.~..:. and of Heal Estate, to the estimated value of $..l-:!:...::'..:.~...:........... as near as
f .
can he ascertained. That the said Heal Estate in so far as known is located in ................................................
......".........................................................."........................................................"...........................................".......................
7. (\"here dcecdcnt died intcstilte as to any portion of this t'state). Petitiollt!r after a proper
search hilS ascertained that decedent was sllf\'iwd hy till' following-named persons entith'cJ to distrihution
under the Intestate Act of 1947:
-? I . Na~e ,.'.,,< j /' Ht'lationsl~Ip, 'i Re~~dencc -.'
L lZi:..I..~,i",!.::"j:!h~";,S:,,~,,:.c.,,""""",,.,,",,)"':.,:'::::,::,:'''''''"."".."''''''",.,f"Li,.!?..I.~,,,::I.,,,,,t../.(,u,,,,..
,
2..""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,.,,,."""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,....,,,,""
3..",,,,,,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,"....""""",,,,,,,,,,,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,,,,,..,'"
4, """,,,,,,,,,,,,,,,,,.,,..,,,,,,, ,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,"",,,,,,,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
5.."""""",.."""""..".,,,,,,,,....,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,"'.""""""",,,,,,,,,,,,,,,,,..,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,,,,,,,..,,,
6..""""..."""""",.,. .. .""."""""""""""""..""""""",,,,,...,,,,....,,..,,,,,,..,,,,,,,,,,,.,,..,,,,,...,,'....""",,,,,,,,,,,,,,,,,,,,,.,,"'..',,,,,,,,...,,..
....................,....................................................................................................................................".............""......................
(67-'
"I~*'
Therefore, Pt'litiolll'f( ~ f(.spc(otfully applies fnr (prohat(~ of tht' will pwsenh.d herewith and
for) lellers of adrninistral ion ..."........"............................."..".... ....".... ......."........... ...."...............................,...................
1)1/... /~. . ~.. . ,>/ ".' -.. .,
DatNI: ....../.4':.1...:'1'.:::.... ............., Si~lll'd: \'~...:::..r.1,..f..:{...1..(..I~:.......::)....",(...,(~.;..U,..;:;.:.::.:..~.,/ / .
, "),r " ''',., ,") '/1 /.' / r ~ ':J .
Address:! .......J..:........ ..,,/..~...::;...~.,.....:..:......................{.....r..)' 01 --"7
//-IJ-~/-/ \5j:k..-
, ,. ""_',',,'J',ol,l'til;\
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C b 1 J:m1\11l:\\\'1 \\.lll OF I'E:\:\S):\.\',A~.I~1j SS
UIII er an .",,, ".", " ".'"",,,"",.,,,,,,,,.,LOl.:\ 1 \: I
,,,,,....,...,,....,,,,....,,',,...
...............................,..
. .....Jean::lGi.,I,1-. ..:.r0r:lO.y.........
lllt' !ll'titIOllt'r{X)
ill tIll' ahll\"(' applit-ation, lll'illl!, dlll~' ..,13.!!9.r~'....... . ,l('('ordilL~ 10 \,1\\ \ay( <;) thai tht' ~talt'lIIt'llh ~I'l forth
')' ,. I I I I her k I I 11 1'1
III Ins pt'lItltlll arc' trlle' II Ill' u'<,l II ............llllW 1'1 ~l' ,Ill< wit'.
I ,,1/ '
. \..;~::(. .~.~: ,;,:;.L ..../..i,..../... ~~.. .:, ::,.:..:........"..."...
~
,...."..""..~.1gn~~1..". ........ ,llId \lIh'l'rilwd ill'loll'
Dee. 4 , 80
"'!JijdjZ{~;~,,
Filed: Janua.ry 16, 1981
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..........,,,....,....,.....,..,,...........................
.....,............"..........................,,,.........,.........................
Attorney's Name amI Address
"''''''''''".,,'''''~:K~~''''''''''''''''''''''''''''''''
",,,,,,,.,,,,,,,,,,,,,,,,~~~;.;~:a;l.):w~.x.lG,,,
OATH OF PERSONAL REPRESENT A TlVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
1 HS:
".." ......"",.. "......".""..",,",.," ,,,,,,,,,,," ,.., ~ ~,,:,,~!:~,, ~l,:", !.~.'!:~y.""""""""""""".. """,...", ,...."""..""" '. petitioner (ll)
being duly ...."'........~~~;r;,(\.............."........,..".., aecording to law do ~R..".... depose and say that as the
administrat);i~",.."" of the estate of """",!'la.J:gare:l,Gerbex.."",,,,,,,,,,,,..,,..,,,,,,,,."..."",.,....,."".",..,.."..,'"..
..........................................................................................................,.............................................................................
deceased ,......,~h~,....".., will well and truly administer the goods and chattels. rights and credits of said
deeeased, aeeording to law, And also will diligently comply with the provisions of the law relating
to Transfer Inheritanees.
....,',..,..,."....""s~gn""'"....,',..,"""" and subseribed
before me,
.."Zjy/'~~"....;2""~.;:))" 19~,o..""
R~ii:tIitl.1f"""":"'/'{;"""...."""""""'''..''''''
(i 41 /--
"/):J?dL~'~'("!." "',J7......"L.:,~J1':"..'..........,....,...."'.
.~....................,................................,':..................................
DECREE
. remembered that on the ...."........,......"""...., day of ..,....,......",......"........,....,..,...... A, D., 19,.:.:::.:..~.
Letters of AdmimH 'n in the estate of ,.."..,..'"", ..............,..............,,,..,....,,........,..............,~;;;;,~;:.:.::...........
-..-----
late of ",.."""",,, "",...."",....""",..,..."".,',.."...."...........,.
.................................................................
~~=,~.~~~~::~".~~S~~~.':.'.',t~~",,:I~~,~,'.',~~""""""" ,,:.'~::~~~,:.,',:::',~~~.,:'.',',','.',::',',',',.,..'.'..,'.'.',','.','....,'.'..,..',',.,'.'.'..,.....,.,',',',::',','.'.','.
~y hand and oUidal scalthe day and YCHl' aforeHaid, '-'-'--'----___
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LAST WILl. AND TESTAMENT
I, ~IAHGAHET l;E\UlIiH, of IL D. 1, Shippen~hllrg, I'enn~y\van-ju, heing of
50und mind, memory and lInder~tanding, do make 'll1d publi5h this my l.a5t Wi \ 1
\
\
and Testument, hereby revoking and making void any and ull former \~ills and
codicils hy mc at any time heretofore IIwde.
I'lRST.
-
I di.1'ect my hereinnfter named Execntrix to pay u\ I my just debts
\
1 ""d f,"' c" """"'" " '''" "' ,"",,"""'" "0' ", """ my d'''"'"'
SECOND.
I gi ve, devi 5e und heqlleuth a] I of my estute, rea \, persona 1 and
mixed whatsoever und I<here~ocver sHuute to my sister, ALlCE LOllTSE HASKE11'.
~, 1 hereby nominute, constitute and appoint my si5ter, ALICE LOUISE
HASKETT, us the 501e Executrix of thi 5 my Last Wi 11 and Testament, the said
Executrix to have full pOl,er und authority to do any and all things necessary
for the complete administration of my estatc,. including the po\~er to sale any
~ and all real and pel's ona 1 property of which I may die seized, at pub lic 01'
pri vate sales in her discretion, and \~ithout any Order of any Court; and 1
I
further direct that my said Executrix not he required to fi Ie Bond in connectiOl
"lith the sett lement of my estate.
IN WITNESS WllEREOF, I, ~IARGARET GERBER, have hereunto set my hand and
seal to this my Last Will and Testament at Shippensburg, Pennsylvania, this
22nd day of June, 1979,
"
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/ 'I,O/I./t1 Ui
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..p".J,{SBAL)
Signed by the said MARGAHET GERBER,
and by her acknol<ledged to be her
Last Will and Testamcnt, before us,
and in our pre5ence, and by us
\ subscribed as attesting \~itnesses
in her presence and at her request
I and, in the presence of each other,
I! at /Shifpenshurg, Pennsylvania, this
\ 22'nd 't~y of ,June, 1979,
1 /i / ;;/ C. 1itU~/'L-
l!Jobert .J. Yo~um, Residing at
\ Shippensburf ,ennsy 1 vani a
\1.-- \Q~
\ \.!flj (l"d(L " n -' .tA"'/~'-L
\ Teresa J. BJrkholder, Hesiding at
IL D. I, Nel<burg, pennsy] vania
\
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OATH OF PERSONAL REPRESENTATIVE
~NWEALTH OF PENNSYLVANIA
COUNT~~AND
Before me, the Register-for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came ~ /,,/ '
----------
who, being duly , do depos~d,s~~at as
of the last Will and Testament of '--..........~ deceased
e goods and chattels, righ~dilS of said deceased according to law. And
~,
.'............"
e provisions of the law relating to Transfer Inheritances. "" and subscribed before me.
55:
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.D., 19_
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"...........".
Register
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DECREE
Be it remembered that on the
16th day of
January
81
,A.D,,19_. there was probated and
Margaret Gerber
Shippensburg
, \, ..peeeased. Letters of Administration, ~eri g~nied to
;. "
\Vit~ess my hand and official seal the day and year aforesaid.
\
recorded the last Will and Testament of
late of
, Cumberland County. Pennsylvania,
.Teanne H. Toney
\ ~
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L.....-'/", I)..":::/""
-1/.11'.-<./ (/. 'JW~vc;J
t7 Reg~ter ,
J
REV. 1S93EX (11-92)
PENNSYLVANIA DEPARTMENT OF REVENUE I
~UREAU OF ACCOUNTS SETTLEMENT L'.
P.O. BOX 2055
HARRISBURG, PA 17105
ESTATE OF GERBER MARGARET
!lATE OF OEATH 04-26-80 ...-.----.--
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
WILLS. AGENT."
INHERITANCE TAX
I
ASSESSMENT
CONTROL NO. 101
RECORO AOJUSTMENT
___~~.:.:......J,)'.:.2~;jJ2
FILE NO. 21 81-0036
C~tUt:!D'._C_1,JJ1Bl;;8~1IJi[)
SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
JEANNE MEAKIN TONEY
PO BOX 271
SHIPPENSBURG PA 17257
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
- - - - - - - - - - - ~ - .. - - - - - - - - - - - - - - - - - - . - - - .. - - - - - . - -
- - - - - - - - - - - - - - - - - - . - -
"INHERITANCE TAX RECORO AOJUSTMENT"
ESTATE OF GERBER
MARGARET
FILE NO.21 81-0036
ACN 101
OATE 11-22-82
ADJUSTMENT BASED ON:
ADMINISTRATIVE CORRECTION
VALUE OF
1.
2.
3.
4.
5.
6.
7.
B.
ESTATE:
Real Estate (Schedule Al
Stocks and Bonds (Schedule Bl
Closely Held Slock/Partnership Inlerest (Schedule Cl
Mortgages and Notes (Schedule Ol
Casn & Miscellaneous Personal Property (Schedule El
Jointly Owned Property (Schedule F)
Transfers (Schedule Gl
Total Gross Assets
( 11
( 21
( 31
I 41
( 51
( 61
I 71
.00
.00
.00
.00
30,616.61
.00
.00
( BI
30,616.61
OEOUCTIONS ANO EXEMPTIONS:
g. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule HI
10. Oebts/Morlgages/Uens (Schedule 1)
11. Tolal Deductions
12. Net Value of Estate
13. Charitable Bequests (Schedule J)
14. Nel Value Subject to Tax
( 9)
( 101
.00
4,137.26
(111 4,137.26
(121 _26,479.35
(131 ____-'-QQ..
(141 26,479.35
TAX:
I r PA6~TEENT
01-21-81
04-20-81
L
RECEIPT
#
DISCOUNT 1+1
INTEREST (-)
1151 .00 X.06;
1161 26,479.35 X.15;
( 171
,
AMOUNT PAID I
I
,
3,930.11 !
57.14 I
i
.00
3,971.90
3,971.90
, 5. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
000435
029450
.00
.58-
. IF PAID AFTER DATE INDICATED SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
(II Balance Due IS iess than $1.00 no piy'mer,t IS reqUIred)
RETAIN THIS PORTION. FOR YOUR RECOROS
I-!OT AL TAX CREDIT
I BALANCE OF~
~ INTEREST I
L TOTAL DUE I
14.77CR
.00
14.77CR
2i
c,
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REV. 1547EX (1-82) LLrUj /U>:..'/!A,:'-<" (!/-1/u./C/t;_.(~ izr-
BUREAU OF EXAMINATION ASSESSM NT
NOTICE OF INHERITANCE TAX 101
PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT. ALLOWANCE OR OISALLOWANCE CONTROL NO.
P.O. BOX B327 OF DEOUCTIONS. ANO ASSESSMENT OF TAX
HARRISBURG, PA 17105 OATE -1\6-08-8.'-
ESTATE OF GERBER MARGARET FI~E NO. 21 81-0036
DATE OF OEATH 04-26-80 COUNTY CUMijj;;RLAND
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 WIL~S.
AGENT." IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE OECEOENT'S DATE OF OEATH. A DISCOUNT
OF 5% OF THE TAX PAID MAY BE OEOUCTED.
JEANNE MEAKIN TONEY
PO BOX 271
SHIPPENSBURG PA 17257
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l,!! _A..!-9~g_!.H..!~ J..!N_E_ _ _ _ __ _ __ _ _____ ___ _ _ _ __ _ __ _ _ _ __ _ _ _ _ _ _ ----- _ _ _ ---- - - -- - -.
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR OISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX
ACN 101
DATE 06-08-82
ESTATE OF GERBER
MARGARET
FILE NO. 21 81-0036
) CHANGED
TAX RETURN WAS: 1 X ) ACCEPTED AS FILED
APPRAISED VALUE OF ESTATE:
1. Real Estate (Schedule AI
2. Stocks and Bonds ISchedule BI
3. Closely Held Stock/Partnership Interest lSchedule Cl
4. Mortgages and Notes (Schedule D)
5, Cash & Miscellaneous Personal Property {Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Gross Assets
APPROVEO OEOUCTIONS ANO EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
1 Q. Debts/Mortgages/Liens (Schedule n
, 1. Total Deductions
12. Net Value of Estate
13. Charitable Bequests (Schedule J)
14, Net Value Subject to Tax
ASSESSMENT OF TAX:
, 5. AmClunt of line 14 taxable at 6% rate
16. Amount of line 1.4 taxable at 15% rate
17. Principal Tax Due
TAX CREOITS:
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+1
INTEREST 1-1
01-21-81
04-20-81
000435
029450
.00
.71-
THIS ASSESSMENT IS BASED ON: 1 SUPPLEMENTAL RETURN
NO INTEREST IS OUE IF PAlO BY 04-20-81
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS.
111
1 21
1 3)
1 41
151
1 61
1 71.
.00
.00
..00
.00
.00
..00
.00
18)
.00
191
110l
.00
97..14
1111
(12)
(13)
1141
97.14
97.14-
.00
26,479.35
1151 .00 X.OS=
116160.... 26,576.49 X.15=
(17)
.00
3,986.47
3,980.64
AMOUNT PAID
3,930.11
57.14
TOTAL TAX CREDIT
BALANCE OF TAX OUE
3,9B6.54
5.90CR
RETAIN THIS PORTION FOR YOUR RECORDS
(If Balance Due is less than $ 1 .00 no payment is required)
RECOi:r
1\f:C.:
'82 ,il!' n "I)'
C.::-:,", ''"1
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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 24B5).
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 (6) 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. the interest is calculated as indicated below:
STEP 1
Determine the rate of
interest from the table below.
STEP 2
Multiply the balance 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:
$2.000.00
x .01335
$ 26.70
$2.000.00
$ 26.70
=
Balance of tax due
Plus Interest to
Date of Payment (+)
TOTAL tax and
interest to Date
of Payment
$2.026.70
.010
= + .00335
.01335
Balance of tax due
Rate of interest
INTEREST
2 Months =
20 Days
Rate of interest
---------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 1 0 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 1 2 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 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 1B days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
1 0 days .00169 20 days .00335 30 days .00500
-----------------------------------------------------------~---------
Any party in interest, including the Commonwealth and the personal representative, not satisfied with the
appraisement and assessment may object within sixly (601 days after receipt of this Notice as provided by
Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. sec. 2485 - 10011.
MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS. AGENT"
DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS.
Mary C. Lewis
Register of Wills
Courthouse
Carlisle, Pa. 17013
Dear Madaml
April 17, 1981
ReI Margaret Gerber, 21-81-36
Assessed estate tax
Enclosed is my check #185. as fiduciary, for amount $57.14: $56.36 tax, plus
.78 interest at t~ for two months, 23 days, from dates 1/26/81 _ 4/18/81.
This amount is additional to assessed estate valuation and tax paid 1/21/81.
Additions to estate brought it to $30,616.61, less deductions and expenses
filed by me under schedule "l~" and "F" supplemental as follows:
Expenses
"
"
$3542.74
597.48
97.14
1/21/81
J/11/8l
4/7/81
In addition to above comments, I would like to indicate the check enclosed
is more than required by my expenses as filed on the three dates. This is
acceptable to me, in the interest of possibly closing the matter more quickly.
I may be reached at phone number below; and along with these comments I want
to thank your office for very efficient and rapid attention to the estate
set tlemen t.
Dr. J. Toney
P.D.Box 271
Shippensoorg, Pa. 17257
(717 532 7449)
fyours tru~~
" /', .
.i'-(il-U..:..-? /~'l~)' .
I Jeanne M. H. Tone~
REV.449 EX-' (J.80)
COMMONWEAL TH OF ~ElmSYL VA""
O'EPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEDENT
r_;i'. ~-p .- )(:
AFFIDAVIT OF
FIDUCIARY
(Instructions on Reverso Side)
h~/-;>/
*
-_._.---_.__.._.._~ -
.~._._.---_.
Estate of
j':':lreal'U L .~erbcr
Dote 01 Death
/"d'll :'0, 1')'.10
.~._...-. ...--_.__._--_.-._..__._--~.
L.ast Address
;;J?, JiLJ.~:JD.P_Q__J t .'___
Social Security No.
?')9-H;-dlO l
'00_ ___._._ j;11u>mmnbu L'f'. J a '__ 1'(:'. 'j,?
(Ci~!) ISTATE) (ZIP)
Bureau File No.
County File No.
1. Decedent died:
( ) Inteslate (without 0 will)
( X ) Test"le (leaving 0 lost will--copy allached)
2. Is the liling 01 0 Federal Estate Tax Return required lor this eslate?
Yes_ No X
3.
Ex"cutor!E xccutrix
( x) Administrator! Administratrix
Nome
Jeanne Heakin Toney
Address
F.; ,Box 271
ShiJl~sburg, la. 172'j7
{C1T\'} (STATEl (ZIP)
4. All correspondence should be moiled 10 ( ) Allorney
(.( ) Fiduci ary.
5. If on allomey is representing the estate, indicate:
Nome
Address __.
(CITY)
(STATE)
(ZIP)
List 011 sole deposit boxes registered in th~ decedent's indiyidual nomehor jointly with, or os on agent or deputy
01 analher, or in decedent's individual nome with right 01 access by anat er as agent or deputy. Include the nome
and address of the bonk or other institution where the safe deposit box is localed, the nome (s) in which the box
is regislered and the relationship 01 the joint holders to the decedent.
NAME ANO ADORESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MA:NTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOIHT
HOLDERS TO OECEOENT
Nr'N'l'
Under penalties 01 perjury, I declare that I hove examined this return, including accompanying schedules and
statements, and to the best 01 my knowledge and bel iel it is true, correct and complete.
~
!)
-/ /
/., / - -
-,' ',.
I DATE
,.- .-""?1/'~~i
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adeQuat~ consideration? (Answer "Yes" or "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".) -
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 certificate.
c. Affidavit by the attending physician indicating the state of decedent's heaith at time of transfer.
d. All 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 "Ves" or "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".)
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".)
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".)
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
QUESTIONS CONCERNING PROPERTY TRANSFERS
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 "Ves" or "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 whi ch could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "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".)
Rf.Vo454 EX+ (3.aO)
. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
Estate of
Marl1:aret Gerber
ITEM
NO.
DESCRIPTION
None
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(Instructions on Reverse Side)
TOTAL
MARKET
VALUE
, TOTAL THIS PAGE
\
T
VALUE OF
DECEDENT'S
INTEREST
'*
DEPARTMENT
VALUATION
(Officiel Use Only)
'It
-.";(4.
,
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
.
'"..,',
Schedule "E" must include all property, real and personai, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. 80th tangible and intangibie property are to be
included. List real estate first.
.
1. Describe all reai property as indicated in the instructions for Scheduie "A". Describe all personal property
as indicated in the instructions for Schedule "8". Include the name, address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
I
I
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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REY.,UI4 EX'" t~80)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[iJ Original
o Supplemental
o Remainder
Fi I e Number
21-81-0036
Estate Name
Margaret Gerber
Date of Dcalh
04-26-80
Social Security Number
299-16-8101
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed tnheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property os ;oported in the loregoing
return at the values set forth opposite each item in the last column to the right in Schedules "A", liB", He", and "E"
Dated:
April 1, 1981
,flf~.,/.,} fPtilld"'/)
INHERITANCE TAX APPRAISER
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Reol Property (Schedule A) I None 00+ 92+
Personal Property (Schedule B) 30,616 61 10+
Joint-Held Property (Schedule E) None 2lH
Transfers (Schedule C) None 30+
TOT AL GROSS ASSETS ~__$_3Q..9~6_ .._li
Less Oebts and Deductions 40- 93-
(SCHEOULE F)
CLEAR VALUE OF ESTATE
o Life Estate RATE FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
!;QQ5.
COMPUTATION OF TAX
S
$
$
$
Tax on $
6'.
"
Tax on $
15%
Tax on $
Tax on $
T oX on $
$
ElI:omptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
S
=
$
=
BALANCE S
INTEREST FROM
BALANCE DUE
TO
S
S
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UEV.4,' EX. 1:J.HOI
COMMONWEALTH OF PENN~YLVANIA
DEPARTMENT Of REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F" ,1/. F/!. :::;(,
STATEMENT OF DEBTS
AND DEDUCTIONS
;
Estate of Margaret Gerber Date of Death April 26, "B~ile No.
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
Cia imant
Relationship to Decedent
Claimant's Address
ITE
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
"
p
Jeanne Tone tlrs.Bernard
(accompanied Mother to her
,
reimburse for airline fare,
- Cin. G. and return
Hos Hal
es
Chambersbur Has ital
Bricker liUneral H me
B. J . Tone
Lon distance hone calls to
Nursin. home and Na les Fla.
Fa ette I"ire De t. ambulance
Bett III Hor an
Dr Huber
Han
Chambersbur Hos ital
Illckv V 11e Motel
hea tin
care of deceased
"
"
15. 1/21/Bl Jeanne Toney, Piduciary
Not covered b Medicare
Alice Haskett and companion at
funeral. in Ohio, 2 nights motel
settlement costs
TOTAL THIS PAGE
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 Inherita.nce Tax purposes.
. .' / I' .J.--------. I /,-
(/~.//.//l'I_)(/"".!!""."_ /.'r;'-'.....(.,~. /, ':/ /,.:'/
I SIGNATURE OF ATTORNEYJPfbuCIARV; I DATE
l ~J
:3542.74
9FFICIAL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ c:,?6f,}?, 7<<
AT
I./;-
'. PERCENT,
-;/-/,1 -tFl
DATE
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REV.455 (1.S0)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECF.DENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
~
; .' (.:.>~\
. ._.u._ ___ __ _. . .'
File No.d /-%'1- ":;;,,
Estate of l';ar{~,u'lJt '';eL'o~t' Date of Death ,'+l::'I_:/:~U
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
- 1 2/6/,31 ~'~re fiO 11 honUllwnt Cu. /Il("!,rker ;~ 1~'1::.d[1
2 2/17 /;n Jeannn T()n(~v I-'YI)(~n~:p,\ :~Il{) f'i 1. r.' i' p.,~ 1"_) <'~
1 1/6/ill II u. Ii Bloc;.;: LhX C()rw~ r)rl~na !~n:'i 1 r,nil
.
- .;
TOTAL THIS PAGE I .~ 1}97.)d
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 te T. state as deductio~~ f~r._lnher.it. anc. e Tax purpo.:.es., (.;,
1>/ ,., , ,,' /') (.b~~H ..~;,j/
)' SIGNATURE OF ATTORNEY/FIDUCIARY / DATE
OFFICIAL liSE ONLY
,--./"
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
. '1 '7
'/' .
,F'
AT
Ui-
I
PE RCENT.
.J.. . '-j/ "
i/I (I ij ,
, ~'.. '."
/ II LA ".{.U./-C4j
( .J REGISTER 0 WILLS
//- 1:<.. .5'1
OATl:.
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 are 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.
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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 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.
qEV.150'~ EX + (9.81)
, BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 8327
HARRISBURG. PA 17105
oe~dent's Nome (Lest. First. and Middle Initiell
DECEASED SOCie~mber Date 01 Death
o"t-~lD-'8/)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number
a 1- g l~o03 (.,
Decedent's Addre"
CHECK
1. Original Roturn 0
2. Supplemental ~ 00
~
5. Federal Estate Tax 0
Return Required.
6. Decedent died testate 0 7. Decedent meintained a living 0 B. Number of safe deposit 0
(Attach copy of Willi trust lAt1ach copy 01 trust! boxes inventoried
All correspondence and confidential tax information should be directed to:
3. Remeinder Return 0
APPRO.
PRIATE
4. LileEstateD
BLOCKS
CORRE.
SPONDENT Name
Address
Telephone No.
City
State
Zi
Recapitulation
1. Real Estate (Schedule A) ( 1)
2. Stocks and Bonds (Schedule B) ( 2)
3. Closely Held Stock/Partnership InterestlSchedule C) ( 3)
4. Mortgages and Notes (Schedule 0) ( 4)
5. Cash & Miscellaneous Personal Property (Schedule E) ( 5)
RECAPIT. 6. Jointly Owned Property (Schedule F) ( 6)
ULATlON 7. Transfers (Schedule G) ( 7)
B. Total Gross Assets Itotal lines 1-7)
AND 9. Funerel Expenses Administrative Costs/Miscellaneous
Expenses (Schedule H) ~ ( 9)
TAX 10. Debts/Mortgages/Liens (Schedule II ~ (10)
11. Total Deductions hotallines 9 & 10)
12. Net Value of Estatelline B minus line III
CALCU. 13. Charitable Bequests (Schedule J)
LATION 14. Net Value subject to tax (jine 12 minus line 13)
( B)
(Ill en.li
(12)
(13)
(14)
Computation of Tax
15. Amount of line 14 texableet6% rete (15)
linclude values from Schedule K)
16. Amount of line 14 taxeble at 15% rate (16)
(include valuas from Schedule K)
17. Principal tax due (edd tax from line 15 plus tax from line 16)
lB. Total Prior payments:
(a) Amount Paid
(b) Plus Discount
(c) Minus Interest (lB)
19. Balance Duelline17 minus IinelB)
Make Check Payable to: Register 01 Wills. Agent
... PLEASE RECHECK MATH'"
x.D6=
x.15=
(17)
(19)
Under penalties 01 perjury. I declerethat I have examined this return. including accompanying schedules and statements. and to the best of my knowledge
and belief, it is true, cor ct, and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has
any knowledge. ..J # ;/f.;}./
ADDRESS ' I DATE
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DEDUCTIONS ALLOWED IN
OFF ICE OF THE
REGISTER OF WILLS
OF C",",-<.fU,. /a.'1l Ii ~ tOU NTY
AND AGfNT OF THE COMMONWEAL TH
THE SUM OF _ S
STATEMENT OF DEBTS
AND DEDUCTIONS
;{ / ,\'!
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L~TE OF/.,JJ"-'I;ln<AJ./.7/~.,,&7..' (/ nL-
DATE OF DE:T~ If 4(, ~1')
.~ /
. .) L1
OAT! APPROVED
REGISTER OF WILLS, AGENT
.... / (,? /
ESTATE OF //I~ ''/OJ''''/'' ;R/I L~~,--
DATE OF FILING APPRAISEMENT
/'7;;~-7
DATE
NO. OF
VOUCNER
REMARKS
NAME OF PAYEE
/
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COMMONWEALTH OP PENNSYLVANIAl
COUNTY OF Ll.t. I'Yl bd,/).,'(\(l SS,
,
I, -:::f(>' 0 &_- (0 HEREBY CERTIFY, THAT TO THE BEST OF
MY KNOWLEOGE AND BELIEF, THE FOREGOING IS A J ST AND TRUE STATEMENT OF DEBTS,
EXPENSES OF ADMINISTRATION SUBMITTEO TO THE E TATE OF ,/ ...
DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.
r.
~ {.IV-<,)
DAY OF)
SWORN
t~
SUB CRIBED BEFORE ME THIS '7 \
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Jeanne Tbney, settlement costSI
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trips to Carlisle 1
10/31/801 11/17/801 11/29/801 12/4/801
46 miles .&&kxx~~ round trip, x 18.5 permile x
6 trips (estimated number) 51.06
cost of duplicating records and checks and billsl
$2.82, .60, .60, 1.40, 5.42
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Time working on settlement 1 ~per hour ,
10/20/801 2 hours I
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