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HomeMy WebLinkAbout81-00040 0 l:Il '''l Ii! i .... 0 . ~ 0< ~ z .:g L:i -" .' < : LAST WILL AND TEST~IENT OF LILLIAN RUSSELL BAXTER WEIR I, LILLIAN RUSSELL BAXTER WEIR, of Camp Hi11r Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testamentr hereby revoking and making void any and all other wills or writings in the nature thereof, by me at any time heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid. SECOND: All of the rest, residue and remainder of my estate, real and personal, I give, devise and bequeath to my daughterr MARY REBECCA WEIR, of Camp Hill, Pennsylvania, if she survives me by thirty days, but if she does not survive me by thirty days, I give the residue of my estate to my daughter, JANICE VIRGINIA WEIR ETSHIED, of Camp Hill, Pennsyl- vania. THIRD: In the event both of my daughters, MARY REBECCA WEIR and JANICE VIRGINIA WEIR ETSHIEDr should predecease me, I then giver devise and bequeath all of the residue of my estate in equal shares to the heirs of MARY REBECCA WEIR and JANICE VIRGINIA WEIR ETSHIED. FOURTH: In the event any of my beneficiaries are minors I direct that my Executor act in the capacity of Trustee for such minors without the intervention of a guardian, 8?2 such trust to terminate as to each minor when she or he attains the age of twenty-one years. FIFTH: My Executor and Trustee shall have the following powers, in addition to those given by law, applicable to all propertYr principal and income, and effective until actual distribution of all property: (a) To retain any or all property; (b) To invest in all forms of propertYr including stocks, common trust funds and real estate, without restriction to legal investments for fiduciaries, or to keep cash in bank uninvested, as he deems proper; (c) To purchase investments at a premium or discount; (d) To give proxies; (e) To sell real and personal property both for purposes of administration and distribution, at public or private sale, for cash and/or creditr without liability on the purchasers to see to the application of the purchase money; (f) To lease real property, even for more than five years, and to repair and improve real property; (g) To compromise any claims by or against the trust fund; (h) To apply all sums payable to a beneficiary hereunder, in case of the disability (through illness or other cause) of such beneficiary, directly for his or her comfort and support; (i) To make distribution hereunder, either in cash or in kind, at valuations to be determined by him; (j) To execute and deliver all instruments of writing -2- <'> 0:5 or ",::0 (-,.." - ",'" -i?} G,n _.0 co " :;:;; ell:%' r" ..,0 ::'O~ z: 11Irr'l !-:'l" - -09 ~~:~. '..n ":10 ,,"'1 .~ ~~~ (.~. 1;; ',', ( ~, I'''':; ;'l . ~; ';-' " 0 rl rl '" t>: rl H . ~ III :;: tJ>'rl E-< l:: l:: Z t>: .001 III ~ ~ . '0::- Ol~rlrl >:: CIl ,001:>, E-< ;a ~ ::lOO CIl CIll!:ll:: ri! ~~OJ@ E-< H H ri!rlP< Cl ~ .jJ . ~ r., Ul CIl Cl'rl III 0 Ul H ZE-<'rl ::> ~":'O-& H p:; H E-<l::rl H ~ . E-l n:J OJ s: S:OH'O H U III E-< H CIlCllNrl CIl H H D""rl ~ H E-<r>;NiI: H OE-<NP< . . .. , . . , ' OATH m' SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND This 16th day of JCln\lary A,D..19~_, before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came KATHERINE L. PHILLIPS and HARRIET EDSALL the subscribing wilnesses to the foregoing instrument of wriling purporting to be the last Will and Testament of LILLIAN RUSSELL BAXTER \1EIR March 7, 1972 Dated _ late of Borough of Camp Hill Cumberland County Pa.. deceased who being duly sworn "according to law, depose and say, that they were , LILLIAN RUSSELL BAXTER WEIR '1 . present. and saw and heard the testa tr~x sign, seal, publish, pronounce and declare the said instrument.6f wriling as and for her Testament and Last Will, and at the time of so doing she was of sound and disposing mind memory and understanding, to the best of knowledge, observation and belief. their Sworn to and subscribed before , ',. It'f'''''' ,- , L: ) ~ / '"-1 ./}-~P. Katherine ql~ (!, ~/.x;J Register 'i/- {:c'.. " . ;1 ,,~~ //1 ( (;;.0""_{../ Harriet Edsall AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ MARY REBECCA WEIR being duly sworn says that as nearly as can be ascertained the said decedent LILLIAN RUSSELL BAXTER WEIR died on Monday the 7th _day of April at or about tl~ )0 o'clock, ~, Sworn to and subscribed this 15th day of January A,D,,19~ \, \ \~ ~ " '!-' '~( . \ Mary Rebecca'We~r "71%:;:, /J 0 ~tI" (", tf/'t //u'./ Register Sr-- (' ~l OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for lhe Probate of Wills and granting of Letlers of Administration in and for the County of Cumberland, personally came MARY REBECCA WEIR who, being duly sworn depose and say that as Executrix . do es of the last Will and Testament of Lillian Russell Baxter Weir deceased she will well and truly administer the goods and chatlels. rights and credits of said deceased according to law, And Sworn to and subscribed before me. also will diligently comply with the provisions of the law relating to Transfer Inheritances, ,,\ ' January 15 1\,0" 19~ ! ,[ ,',::", ! a Re~cca _J,. 1\. .:: L.:'. ' Register o or:t1 LL. o -I -I - S :..; : III ;~ N: III ~, " H: Q) W" p:;, riI: 8: :X:, ..:: m: H' H: riI: (/): U): ::0: P:;i z, ..:: H: H: H: H: Hi 11 .... .~ ~ '<1', al: =ll=, C? r- c?", ~~ _...::r- oo, f;'O ....0-;0 r-J :t:"::c ::r:.~. o~ t-)"ri c:" n "',)O:-:::! .-4, al: ell ,.-4: ci5 :";X'I .- l::o,., ::'T\C" ";")CJ :~I?:J ~ :.:".~ z :l.:~I:) .-. 0\: . ,0 dl,...4: -:'1'1 . .." :3 ~~ ',~ Ill: --'::I: d: Ill: to); .!<: o o I:!:l o '<I' I rl (X) I rl N .... .... ,~ ::: d ,~ ~~ I'll; N, N: 00: =ll=: ~ ~ ,- CO , or- C\I 'tl III 'tl ... o " ~ 'tl l:: o:l ~ .s .5 rJl r::i ~ DECREE Be it remembered that on the 19th day of n1 ,A.D,,19~, there was probated and January recorded the last Will and Testament of Lillian Russe 11 Baxter vleir, Lillian 'J?. \'leir Camp Bill late of a/k/a , Cumberland County, Pennsylvania, Deceased, Letlers Testamentary were granted to Witness my hand and official seal the day and year aforesaid, l,;ary Rebecca Weir / '- . , ,-,r;c C}t It:) . N 21-81 ;10 0................................ Renunciation and Request .----.....---------.. LILLIAN RUSSELL BAXTER WEIR In the Matter of the Estate of .....,.....,..,.......,..,..................,.....,..........,...,...,.........,............................,......,.................,......, To .....................,MARY-..C...,LEWIS......................,.......,.....................,................, 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, being the ,.....Executo,r...,name9....;i,..p....J;.I:l.~..,W,:j)),....9J....t.h,~....P.!?.9.~.c:!~,!?:~..... .................................................................................................................................................................................................. ...........................,....................................................................................................................................................................... .................................................................................................................................................................................................. .................................................................................................................................................................................................. do hereby renounce .........................ll\Y................,.............,.. right to have Letters ......T~.!l,!:.~,I!!,O::.~~!'l::r.!!:.......,.........,... ,............,............................,.,..........................,.. on said Estate issued to ..............me....'.................................................., .........................,.........................,......,...................................,.. .................,..............., and do hereby request you to grant the same to ........,.......Mar,y...,Rebe.cc.a...w,e.i.l:.........._,........................,................,...............,..........................,........... 1 -, ;} \'IOQtncss.. ..my.. ..... ..hand... ........ .....and seal............... .this.... . .... ...... ~.:.:~. ::~~~........... ............................................ day of ................,...........Oc,tober..............A, D, 19,6.Q.. 8ealed and delivered in Pl'esencc of ."......~"~?:,..g;:?:~:::'::'::".........(L. 8.) Otis W. Er~sman ...~4,~_~"....!.f.:,..,?~~!d~::(~_.~................_.......... ................................................................................ ..-..,...,......."..-....,...,...,......._.....................(L, 8,) ...................-........................................................... ".......,...................,........_.......,.....,...........(L, 8,) ................................................................................ .....,...,............,......"..,........................,..,..(L, 8,) ................................................................................ ,....,..",.,....,..,........".,..,...,.......................,(L.8,) ................................................................................ ....,...."..........,..................,.......................(L.8.) ................................................................................ ....,..........,................................................(L, 8.) \ ~ I.., I." .') .,~ c' .. c.Jr. I,~r:., co-; 0;.; '" -::~ ',; 0_ !"'t..l to.. ~::o \.1..(- u> ., o~~.. :1:2 6(T~ - D.-i UJ1.;.l ~ ""ex: ol- O'u a:.V> -, 'co 0- :<:- u'" ","- ...... - ...=> 0:'" SO -,'-' '-' COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-40 ESTATE OF LILLIAN RUSSELL BAXTER WEIR, A/K/A LILLIAN B. WEIR, DECEASED LATE OF THE BOROUGH OF CAMP HILL FIRST AND FINAL ACCOUNT OF MARY REBECCA WEIR, EXECUTRIX Date of Death: Apr~l 7, 1980 Letters Granted: January 19, 1981 First Complete Advertisement of Grant of Letters: Cumberland Law Journal - 2/6, 2/13 ~-2/20/81 Patriot-Evening News - 2/3, 2/10 & 2/17/81 SUMMARY & INDEX Pages PRINCIPAL: Receipts Less Disbursements 2 2 $ 14,145.45 3,030.45 Principal Balance Remaining $11,115.00 INCOME : Receipts Less Disbursements 2 3 -0- -0- Income Balance Remaining -0- COMBINED BALANCE REMAINING* $11,115.00 *Combined balance remaining consists of: Undivided one-half interest in 48 Westerly Road, Camp Hill, Pa., in kind $10,965.00 Undivided one-half interest in 1963 Ford Sedan, in kind 50.00 Household Goods, in kind 100.00 $11,115.00 USER 99 PAce 813 InvonlOIY of the leul'llld I'er\unol e,lale of LILLl^N 1l1lSS(,;1.1. U^X'I'I::1l WI':JIl A/K/^ LILl.I^N B. WEIll . dec.al.d. Undivided one-half intt:!rest dB tL'lldllts in conunon with Mary R. Weir in house alld lot at 48 Westerly Road in the Borough of Camp Hill, Cumberland County, Pennsylvania, by Deed dated November 10, 1969, recorded December 23, 1969 in Deed Book "M", Vol. 23, Page 658. Assessed value - $6,450.00 Indicated Market value - $25,800.00 One-half interest - $12,900.00 Discounted for undivided interest - 1,935.00 Value of undivided interest _ Undivided one-half interest as tenants in conunon with Mary R. Weir - 1963 Ford Sedan Value - $100.00 (one-half) /10'965;00 II II I I 50100 , Household Goods - Miscellaneous items 100;00 TOTAL , I I 1111,115: 00 . 1 I, I ,I I, 'I I 1I~::;: 99 I'm 81.) INCOME DISBURSEMENTS NONE TOTAL INCOME DISBURSEMENTS NONE ~ /~<>~ RJn.U:4 Wi.>> MARY BECCA WEIR COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND MARY REBECCA WEIR, being duly sworn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. Sworn to and Subscribed (J;(. be~Clr\~f"me, this I day ~~\\\\' .~ .;::;:"/ ..,.... l'oi: s:Eip.1;Oiffib,~i";;A. D . 19 81 . lf~(;.:\:'~;':;:>::~rt}t. \ ':~~v-:-.. . ,y -,,<- ..--..... , . '......' -'" S) 0 ''-'': ..: ' , IIP~',',;li"~ueLl " " .' .L.J.ll' "'IyCOIiiz'di!t~6ii'K"piI(!S Deo. 21, 1981 . lU)yue, Po. Cumberland Cow2.tJ ZVo ~CcA G>'~ URlf: 99 P~CE 816 -3- . ; ",f 1 I' ~" t.:: L;:.' II: C.. Cf;~. l.ul" r.::l~- o::(/~ 05 '-'...., ~c:: , , ~ !?O . n, ':.''':;::> '.) ~ -- " .~ ~ .~ to .' - =-5 Z P:; CJ 0 ,~ H \.;~ .. '-' III f>.<i [;i ~ E-o " ~ ., r, o z ~ :z: c " Ul~~ H ::> ~ -, a') P:; 0:: 0 ,.:.. .., 0<1; Ul ~P:; U ~. 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" ~ ,- \, - t....-,. 6" <~~~'; U:'I' G.: ~~ v-:. 05 ;-~: ",., (.)u: C~? ~o-:: - !P ,-- <.) "" '" : " Ul ::i po; .S' Z F<: h H c ; 0 ~ ~ '- .' rn ~ '" . ~ po; (:) Z - 0 Z ~~ ~ 0 ~. .~ .., ~ Ii< E-<H ...:i Ul H C oll . 0 X~ ...:i F<: E-< ~ ~ < < 0<1;_ H .~ P " ~ " ~ Z -~ " t 0 .H ~ III 01:>< U Ii< III -- -~. .. ~ " . ~ Z U ~~ E-< ~ E-< ~ 0 H " ~ ~ ~ " f'-l 0<1; Hill ~~!3(:) po; - '"' t E II< Ii< E-< H E-< E-< Q 0 . , ~ ~ 0 I Ul ~Z o . Z Ul E) ~ " ~ . ~! .- . . 8p ~ UlF<: IL.UUF<: ~ H Z . "' -1: '.' rJi f;1 0 UlH 0 H Q ] . . 0 . ~ ~UI ~ P...:i !'.:.jC) Z ~ ~ ~ 0 . ~ '" P 01 po;H ~OZF<: E-< Q ~ ~ ... ~ ~ f'-l 0 - N E-< H E-< F<::> F<: ~ :0.. ~ '" tJ U Ul ::ijo-1 F<:tr.p:]o-1 E-< Ul - '"5 J~~ ~~ Z Ht9 :>< Ul 0 ~ H HF<: P~Ul Po< <" rJi :r: H'- O~Z g :::: ., h r.J ~ E-< U~ H~ ~ Z '" .. ;;;: ~ H'- OP~ Po u .' 0; :) ZIi< 0 HF<: IllUPo< '"' HO - , " w .~ -- -- .- .c -- , Inventory of the reol and porsonol e.tot. of LILLIAN RUSSELL BAXTER WEIR A/K/A LILLIAN B. WEIR' decealOd, 1. Undivided one-half interest as tenants in common with Mary R. Weir in house and lot at 48 Westerly Road in the Borough of Camp Hill, Cumberland CountYr Pennsylvania, by Deed dated November 10, 1969, recorded December 23, 1969 in Deed Book "M", Vol. 23, Page 658. Assessed value - $6,450.00 Indicated Market value - $25,800.00 One-half interest -' $12,900.00 Discounted for undivided interest - 1,935.00 2. Undivided one-half interest as tenants in common with Mary R. Weir - 1963 Ford Sedan Value - $100.00 (one-half) I I 1 10,965iOO i 50100 ! 100100 I Value of undivided interest - 3. Household Goods - Miscellaneous items TOTAL I 11,115100 I I , I I I I i 1 ! COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND S5: MARY REBECCA WEIR according to law, de pOle. .nd .ay. that sho is. Executrix of the E.tate ofLILLIlIN R1t';!'lRLkBAJcr'ElLWEIR..A/K,LA_____ LILLI!\N B WEIR lat. of Borough of Camp Hill __._______, Cumberland tounty. P.., decea.ed .nd that the within il an inventory mado by her .. _,,,_, the seid..Exec.ut.J:ix-__._,.. of the entire e.tate of said decedent, consi.ting of all the personal pro~erty and real ..tate, except real e"ate outside the Commonwealth of Penn.ylv.nia, and that the figure. opposite each item of the Inventory repre.ent it'. fair value as of the date of decedent'. de.th. .., ..b",",' b,f.., m., /~l""".e. b,cc<c LUWiJ_ /J / ~~\) ~~~i'iI~ 17 r;f, L & 19 ,p- I'" MARY REBECCA WEIR, EXECUTRIX 48 Westerly Road - --eamp-HiH,--Fa-;-i-'T6~i:--' boing duly fiWQrn Sworn to ~ ~^" NOTARY PUbLl My Commission Expires Dec. 21, 1981 t.~moynel Pa. Cl:.mbedand Coum) <s- j Addr... Date of Death __..____2th__'_n ____.._ Day __Jl12ri.,l.____.___l,2.a_~__,._____ __ Month Vut INSTRUCTIONS I. An inventory mu.t be filed within three month. after appointment of personal representative. 2, A .upplement inventory mu.t be filed within thirty day. of di.covery of additional ...eh, 3. Additional .hee" may be attached as to personalty or realty 4, See Article IV, Fiduciarie. Act of 1949, '" ... 0 l:: " !p:; rl 21 rl 'H rl ~I~ ,.-I l:: .<: III II: g Po ~ 81' -d . >- X III ... OJ 0<1; " ..... w III ~ l:: "" ..... IllZ () ~ 0 ~ w ~ 0<1; " H ;., I>. U ~ 0 .. 0 HH IH " " ...S I 0 w Vl HH 0 0 '" "" w 0 E~ .-l '..... J: ~H ~ I>. ~ I>. rl <Xl ..... ...J u.. Ul-H -& I Z ...J <( 0 U):~ 0- ~ 0 u.. :I: .-l W 0 <( w ::>: ::l ,;. . NI Ii > z '" PO;t; 0 ~ . <(L/'I " Z 0 l-< c : '1: r~flvl~3gl~nJ III N ,i C ~ l-< rl 0 I' In Z Z'~ 0 0' -::' ': "';'WiQ-ltI1313 ~ '" <( ~R III u z il w II> X "- -0 0 j!p:; c III 'I - ~l "(1 OZ ijd~ lB. . HH 0 " III . Ii H~ .D .... H 0 " E -0 ~ .! 0 OJ ~ ~ .i:.".~:W3H 0 :f ...J U . j !'J3@OJ311 Ii: "" Po COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' , , I ,. "~-I', ,~.-' ' I.. ......... / "./ /',-/ ::/ I c' ' > :r ,',I '," . {.{I....._./ "t;1,..,_,;;-(,(:<.., u ~.. . -.' _' J",.::~ ,_:.....:.. _~ t-J COUNTY FILE NO: .,'/,/ , 1.,1/.. .' DATE -- / .. ",' iD, /' ESTATE ,- " (.. TO: I / I I .. ," I "I'-j" " "I' i , ';"'{, 'J " " F J //'",','/ /.. .. ,Y ".' ."'- FILE NO, ~.'" /. .L:/>J .' / COUNTY " l' /, ',// -i., , (/'/>1(':' ( _" < .k .. ..'" ~- .. ,; ~ . " ~/r //,r i..' , ,/ " ;,;/' 'r" , ". '::/- ;..-; / . DATE OF DEATH I - r,l- "t_ j (r' ',J /,:/01 , 1,...- Appraised Value of Estate; Roal Estate Personal Property $ //J /1/,. ", ,:I~J , , - + / /', ,) I......' - " Jointly Held Property/Transfers + " ~' /y $ , I / :/' ',:/ / , - ) I /,1 -'//,-::;- ,/~/ } $ I J ~(, ; I " , , / I Tolal Gross Estate Total Approved Deductions Clear Value of Estate Less: Approved Charitable Exemptions . _.._.~.w_____ Clear Value of Estate Subject to Tax $ J I J , A~-() Amount Taxable @ 6% Rate $ / li"'- / "-0 tax due $ ,(;; 9,-) Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE r'.' _,," _# /); ,'" :; (- i ';:.1 :;./...<'..-.1 :''/ ;:r~ / i/ f/.(7~//i I - I~ ".' / ._0 -" ~ ....-Jl")- .. * * .. .. .. A five percent discount totaling $ granted if the Inheritance Tax is paid by $ ./ / //'. (,. , , <//1 , will be 1'1 / 1';;;- fr,;,j' rJ3- Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 4-__'0 - 1/ $ />. y , t, .' II., + $ $ = $ ~I.// - /1 /.~ + = + = 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 Is '~ . -."/ '-!:.' t.~ $ / _.~-:' /1/ ,.....;'~;. ,/ /, '/ / t; ) ," -/ .,' \ -',!-,I--",'" '/. --' BALANCE DF PENNSYLVANIA INHERITANCE TAX DUE "'/ i., //; Assessed by: c./' J I /C .' J I' I .' S.. In'",m.Hon on .".<s. S;d. Ag.n<'oll~.i:6mmo~t.lth /)~:~! dfL:::-/ V HEV.4:i5 EX. (3.HOl COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~)I-J/ - ,/,') SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTlDNS LILLIAN RUSSELL BAXTER-WJIT1t~~~==~",-~~-.'n.~- "-'---'""~_ .,_~_._c_. Estate of A/K/AJ..ll,LIAl':LIh....WEIR ___ Date of Deilth...1I.1I.~_File No, 21-81-40 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant MARY REBECCA WEIR Relationship to Duc,:clent Daughter Claimant's,L\ddress 48 Westerly Road. Camp Hill. Pa. 17011 ITEM NO, DATE NAME OF PAYEE REMARKS AMOUNT 4 5 6 7 8 9 -ex Decedent's Account Decedent's account Decedent's account Decedent's account Mort a e balance - date of death - $7,9~7 - one-half 12.00 1032.57 133.70 1087.95 27.00 25.98 18.00 i s Patriot-Evenin News Cumberland Law Journal J. B. Smith & Sons Funeral Letters & Short Certificate Advertisinq letters Advertising Letters Tristan Assocs. W nn Apothecary Pendrak-Kandra, M.D. Pol clinic Hospital Dau hin De os it Bank & Trust Co. 3959.28 Mar Rebecca Weir state Taxes Famil Exemption Ins. Premillm - $55.00 - one-half Borou h & Count $126.42 - one-half 2000.00 27.50 63.21 of Wills Fi1in Inventor RCC Forms D&D & & Joh son rve for close-out cost Attorne fee 9.00 50.00 250.00 25.00 Attorne Legal services 1- TOTAL THIS PAGE L 10.053.84 ' 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 th1 estate as deductions for InherilanceTax purposes, - ----) 1\ 'Vu_ j)~.l,> c ( 0.._ G.~'Z~_\) '-I - II" - ~ I . .- 5IGNATU'~E OF\l"'1"~\N!I!~WIOUCIAr~v DATE OFFICIAL USE ONL Y DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S / tJ I ;) 1;;-3. !5 -I AT I:, PERCENT, ' / . ;). (~~{~~ UGISTI'Il 01 v: LS ~/I-cf/ DATE 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, The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. t'" ." " n > t"l ~ ~ Z > 0 0 " ~~ Z Z C'l n c: :::: t"" t"l t"l ;>; Z " > 9 - 9 t"" '" H-l Z Z t"l -l t"l Z 9 -l -< '" ~t"l - 9 '" z 0 '" :>'~ '" -l 9 'Tl t-' '" ~ ~ t" I 0 H (1J 'Tl ;.~: 'j :>'t" t-' - 'Tl - 0 ~ " t" I - :l :~~, H ... Z n - " ~i~;; g; 0 ;l> L- a t"" c t" CI. N ~;~;! H;:O c:: l...;\' c:. :>'C:: tIl Cj~_. c- Ow zen t"l a:::'n cr. ~~ (') en 0 Ct(;j Uw "'- c:: 1lll'J Z li!'" ~ \,lJB 6i t" ;;; ~ -' t" U l'J ~Ill -< -::: ~ fl t"l t"l H:>' ;I> > g; "'~ '" '" 0 l'J '" 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. QUESTIONS CONCERNING PROPERTY TRANSFERS " I. Did decedent, within two yems of death, make any lransfer 01 <lilY malerlill part 01 Ills estille without receiving valuable and adequate consideration? (Answer "Yes" or "No",)---NO 2, Did decedent, within two years of de<ltll, lr<lnsfer property lromhimsel I" Iwrsell to Ilimsel f/hersel I <IIld <lnnther party or parties (inCluding a spouse) in joint ownership? ! Answer "Yr,s" or "No".) ..!:!~_ 3, If the answer to one or two above IS "Yes" and the translers me claimed to be rIOnlilX<lble, provicle the following information: a, Age of decedent at time of Iransler, b. Copy of death certilicate, c, Alfidavit by the attending physician indicating IIw stale of decedent's hC<llth at time of trausler, d. All other inlolill<llion supporling 1I01ltax<lhilily of Ir<lnsfer. 4, Did decedent, in his/her lifetime, make any transfer of proplHly wi/houl reCl!lVIIl,~ II valuable or adequate cOlisideration therefor which was 10 lake effect ill possessioll or enjoYlnent at or after his/llOr death? (Answer "Yes" or "No",) NO a. Was there any possibility thai the properly Irallsferred might relulII to trilllsferor or his/llOr eslate or be subject to hiS/her power of disposition? (Answer "Yes" or "No",) N<L- b, Whal was lhe Iransleree's i1ge at time 01 decedent's rleiilh? __ 5, Did decedent in his/her lifetime make any transfer wilhoul receiving a valu<lble i1nd mlequ<lte consider<ltion therefor under which transferor expressly or impliedly reserves for his/her life or ,lny period which does in fact end before his/her dealh: a, The possession or enjoyment of or the right to income from IIle property tlilnsferred? (Answer "Yes" or "No",) -1ID-- b, The right 10 designate the persons who shall possess or enjoy the property trilnsferred or income therefrom? (Answer "Yes" or "No",) NO 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 <I Iransfer, Ihe consideration lor 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 <lny time, transfer property, the bmelicial enjoyment of which was subject to change, bec<luse of a reserved power to alter, amend, or revolle, or which could reverl to decedent under terllis 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, i1meml or revoke the interest of lhe beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) NO ,. REV..t,3 EX+ (3.80) CO~lMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BEN~FICIARms *' (Instructions on Revers6 Side) Estate of LILLIAN RUSSELL BAXTER WEIR A/K/A LILLIAN B. WEIR BENEFICIARIES AND ADDRESSES MARY REBECCA WEIR R ad Pa. 17011 Camp RELATIONSHIP SURVI VED DECEDENT INTEREST OF BENEFICIARY DATE OF BIRTH Daughter Adult Entire re sidue Yes The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH Cll H ~ Cll ~ ~ ~ 'iR ~ ~ '-D Z ~ ~ :j 0 >- ~ ~ '" tJ) ;:J ~ o-l < ~ - rl r-l U Z rl CC - 0 r-l ~ ~ - 0 '" H ~ < ~ 0 ~ 1.<0 '" 0 '" 0 Z 0 '" '" >- '" 0 - ~ Z ~ ~ '" ~ Z Z o-l 0 - 0 ~ ~ :><: ~ ::; 0 ~ o-l Z Z U " Z - ~ '" ~ 0 0 < ::: - ~ U 0 "" o-l