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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of ---ilJ~ LU, ~1JVLa,C"---- ,deceased,
To Register of Wills ~or the County of Cumberlan ,In the Commonwealth of Pennsylvania,
Pelitloner(Sl' Is (af~) the execut ;/:?C-cL~'<- named In the Last Will and Testament of
I, 'i.~ dated ,L,,,,,,,-,, J, /9 Lf)
D cedent was a citizen 0 the United States and a resldlOht of }:(JA..U (.'-~~~;~/
t Ip (Borough), Cumberland County, Commonwealth of Pennsylvania,
Decedent die~ on LLJP..l1/l"""" A.r/q -the )(fU'" day of fLc...?~ A.D, 19L, In the
County of (: ,~.vw(,-,,,,~ , State of ,I t>~ . at the age of ~ years,
Decedent ~(has notl been married and.l]..all>(has not)..~~~~dren born to him (ll,9t) since the ex-
ecution of the above described Will. / 1\ ;?J
Decedent was possessed of personal property to the value of I. <3 ~ I'll, ,_.
and of real estate to the value of v"'1/f\"t..~
as near as can be ascertained; said real estate situated as follows
----..----
Therefore, your petltioner(jl) respectfully apply(les) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron,
Dated
'~, """--v 'I., /4 P'"
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/
Name and address
of Petilioner(s)
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COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND ss
VVVt.1>>1 01, yjJ1l-.JZc!-'f
named In above application, be,ing duly ..; ~, vl/~ ~ccording to law say(s) that the
statements set forth In thiS petition are true to the best of~''-- knowledge and belief,
sworn and subscribed before
me, January 2 1981
3Jf Ii) ~o ,)
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f Registe~'
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Attorney ()
1-/-ct+L<-..I.-<-i VI2 r
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Filed: January 26, 1981
""
LAST WILL AND TESTAMENT
OF
JOliN W. DONLEY
I, JOliN W. DONLEY, of the Borough of New Cumberland, County of
Cumberland and State of Pennsylvania, being of sound mind, memory and under-
standing, do hereby make, publish and declare this as and for my Last Will
and Testament hereby revoking and making void any and all other wills by me
at any time heretofore made.
I.
I direct that my Executrix hereinafter named shall pay all my just
debts and funeral expenses as soon as conveniently may be done after my
decease.
II.
All the rest, residue and remainder of my estate whether real,
personal or mixed, and wheresoever situate, I hereby give, devise and bequeath
unto my wife, VIVIAN M. DONLEY, if she survives me by a period of thirty (30)
days. If she does not survive me by a period of thirty (30) days, then this
gift to her shall be divested, and I then give, devise and bequeath my entire
estate, including real estate, personal property or mixed unto my three children,
BRIAN LEE DONLEY, of the Township of Newberry, County of York and State of
Pennsylvania, COLLEEN GUSTAFSON, of Lowell, Massachusetts, and JILL NELL, of the
Township of Fairview, County of York and State of Pennsylvania, in equal shares
per stirpes.
Ill.
I hereby nominate, constitute and appoint my wife, VIVIAN M. DONLEY,
as Executrix of this, my Last Will and Testament. If my said wife should pre-
decease me, or otherwise fail to qualify, or cease to act as such, then I
hereby nominate, constitute and appoint my son, BRIAN LEE DONLEY, as Executor.
IN WITNESS WHEREOF, I, JOHN W. DONLEY, the Testator, have unto this,
.
OATf! OF SllOSCRlIIlNG WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
This 9th day of January A.,D,,1981,
before me, Register for Ihc Probate of Wills and graI1ling lellers of Adminj,tration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came I", II,. ) /J ".f V ,,-- ( t, f , 011" of
, / '~
the subscribing witnesses to the foregoing instrumcnl of writing pUJ'porling to be the last Will and Testament of
John ~I. Donley
Dated _
June 3. 1970
late of New Cumberland
Cumberland County Pa" deceased who being duly
sworn according to law, depose and say, that,
he was
present, and saw and heard the testa tor
sign, seal, publish, pronopnce and declare tfie said
instrument of writing as and for h
he
,"
Testament and Last Will, and at the time of so doing
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief,
his
sworn
,
7,il" "
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(?~{~):~
and subscribed before
x
~f7'/2, tf?u"&~
Register
AFFIDAVIT OF DEA Tf!
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
being duly
d'-"OlA-1-
(
says that as nearly as can be ascert~ ned the said decedent
([;~hv~&ttd-
the j;J !if- day of
died on
A,D,,19~,
/' 'd-I)
(,~u /I/J:j--
o'clock, ~M, '
sworn
and subscribed this
2nd
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day of January
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81
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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FILE NO. ' " ~.". i .' .' /- './ /
COUNTY /'/"//JI( h.c /dd/'l/A-
DATE OF DEATH ,I;;:,: 1.')0
ESTATE ..
COUNTY FILE NO:
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DATE
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Appraised Value of Estate:
Real Estate
$
Personal Property
+
/ .. "'- J
-. /) /;}'/ ,I,.,'
/ '
Jointly Held PropertylTransfers
+
Total Gross Estate
$ ././/[ i/ J
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$ /,' .-1// ~/ >' _
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Total Approved Deductions
Clear Value of Estate
less: Approved Charitable Exemptions
Amount Taxable @ 6% Rate
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$ ~>(".d'l/ ,'j 7
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tax due
$
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Clear Value of Estate Subject to Tax
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
/ ;">".>" .')4
$ I ,'I!' '"L{.L
'* '* '* '* '* '* A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
1)-::;/1, v I
_A 0
.. -;>? / ;:(
$ / "');1 , .j( v
+
$
$
=
$
TAX CREDIT
/.3,~.2 Y
+
=
+
=
Interest accrues at the rate of six 161 percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
....;-';/.., .,...
S l. (." '7-'!-)
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
".. I: ......~, )
Assessad by: . . ./>'/ C:' ,/, '.:(C,c-?:d-
Seelnl"ma';on on Re,,,,. Sid. Ag.ntfor,~h'Comm~",,'~
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REV.455 (1.801
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F" 4
STATEMENT OF DEBTS ~,.., ;,;;,: ~
AND DEDUCTIONS 'I ~,~~r>~\
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File Noa)-') , -0,_)
Estate of John W. Donley Date of Death August 13, 1980
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Vivian M. Donley
Relationship to Decedent
Wife
Claimant's Address 1105 Columbus Avenue, Apartment 8, Lemoyne, Pennsylvania 17043
ITEM DATE NAME OF PAYEE
NO,
I 8/19/80 Rolling Green Memorial Park
2 9/5/80 parthmore Fune ra I Home
3 11/19/8 Rolling Green Memorial Park
4 10/25/8 Pealer's Flower Shop
5 8/13/80
6 8/20/80 Dr. Howard Cohen
7 8/29/80 Dr. G. R. Moffit, Jr.
8 8/25/80 Sears Roebuck and Co.
9 8/19/80 pennDOT
REMARKS
AMOUNT
Grave Marke r
Funeral
Grave wreath
940.00
2,470.80
11.45
II. 40
A I te r flowe r s
Luncheon at home fo11owin funeral
Decedent's uninsured medical bill
Decedent's uninsured medical bill
Decedent's auto repai I' bill
Transfer of title to decedent's
motor ve hicles
38.00
of Wills probate of Will 16.00
II 2/26/81 Cumbe rland Law Journal Estate Ad ve rtis ing 18.00
12 2/26/81 Evening Sentinel Estate Advertising 18.00
Reserved for payment:
13 Vivian M. Donley Family exemption 2,000.00
14 Rhoads, Sinon & Hendershot Counsel fees 1,500.00
15 Cumberland Count
of wills Filing fees 9.00
TOTAL THIS PAGE 1- $7,214.08
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 lor Inheritance Tax purposes,
1~ ..",: '., , '))), 'jj(c(.rL /1, /7S'/
SIGNATURE OF ^TTonNEY;FIOl .IARV ~ATE
OFFICIAL USE ONL V
DEBTS AND DEllUCTIONS ARE ALLOWED IN THE SUM OF S '7 ~ /..;/ {J,j ^T
I
?
PERCENT,
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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,
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No",) No
2. Did decedent, within t\\\l years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No",) ~
3, If the answer to one or two above is "Ves" 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 health 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 "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 "Ves" or "No" ,)
b. What was the transferee's age at lime 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 proper~f transferred or income therefrom?
(Answer "Yes" or "No",) No
6. If the answer to live b, above is "Yes," was the right reserved in decedent alone ( ) or decedent and 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 bElleficial 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 decedent and others ( ),
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the dBcedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be
includBd. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A," Describe all personal property
as indicated in the instructions for Schedule "B," 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 markBt 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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REV-.U17 EX+ 17-1101
COMh"ONWEAL TII OF PENNSYLVANIA
UEPARTMENTOFREVENUL
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
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II] ORIGINAL
o SUPPLEMEIH AL
Estate of _~QI1JLW. Dontey____.
File No. _____21-81,-0053------.---
County ___9,1_mper:L_'!l]cI.....
._._..__u___._'____ _n.__..___...____
Date of Death _____Aur;usL13.,-l9.80
__ _ _n
In the event that allY future inlerc!>t in lhls eslole Is tronsferred In possession or enjoyment lo~~llatcral helts of tilt! decedent after the
e-xpiration of any estal" for lifo or for yr.ars, the C"rnrnonwoclith hereby oxpressly reservos the right to approise and ouess transfor
inheritance taxos at tho 111Wful colloterol rote 011 any such futuro i"IClast.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
~-_._---_._-'-
-------.. . --.---------.--
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Totol Rcol Property _ SCH. "A". . . , ,. $ __JiQ.[lA-_-
2. Toto\ Personol Property - SCH. "B". . . . $ _9.,..5J1i..67
3. Totol Jointly Owned Property - SCH. "E" $ _.N.ollil
4. Totol Tronsfers - SCH. "C". . .'. . . .' $ __/Jone
Unreported $
Unreported $
Unreported $
Unreported $
$ None
$ --2.518.67
$ NOMA
$ 'tITnnE'
$
9,518.67
OUFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
DREMAIND_ER
--.-.-.--.,---.--
..-----.--.-.--.---.--.--
.-------..--------------..--------
, , .-----.-.--.----.-.-.-.-........--.-..----....-...
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this
doy with the Register of Wills,
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APPRAISER
.__.______.______.____ .____.._____._ ..__....._____ ___n__._____.._.____.______.._.___.______.____ ..-..-- .-.
TOTAL VALUE
$
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PURPOSE OF
NOTICE: To fulfill the requirements of Section 1745 (bl of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa. C.S.
Section 17451,
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page 13 of the booklet. "Instructions tor Inheritance Tax Return for a Resident
Decedent."
--Make check or money o:-der payable to: REGISTER OF WILLS, AGENT.
REFUND IGRl: A refund of a tax credit, may be requested by completlng an "Application for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV-1313l, Applications are available at the Office of the Register of Wills.
any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering
telephone lines in Hamsburg - (717) 233-3443. in Philadelphia - (215) 351-2065 or in Pittsburgh-
(412) 565-3601.
OBJECTIONS: Any party in mterest not satisfied with the assessment of tax as shown on this Notice may object within
sixty (60l days of receipt of this Notice as follows:
by written protest to the Department of Revenue. Board of Appeals. P.O. Box 1874. Harrisburg. PA
by election to have the matter determined at the audit of the account of the personal representative
by appeal to the Orphans' Court.
171050R
OR
ADMIN-
ISTRA TIVE
CORRECTIONS:
INTEREST:
Factual errors discovered on this assessment snauld be addressed in writing to: PA Department of Revenue. Bureau
of IndIvidual Taxes. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review U"11t (717) 787-6505.
See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation
of administratively correctable errors.
Additional Pennsylvania Estate Tax assessed as a result of a change based on the Federal Estate Tax closing
letter becomes delinquent at the expiralion of one (1) month from the date the fmal notice of the increase
in Federal Estate Tax is received.
Interest is calculated on a daily baSIS at the
Dehnquent Date
5/27/43 to and includ,ng 12/31/B1
1/1/B2 to and including 12/31/B2
1/1/B3 to and including 12/31/B3
1/1/B4 to and Including 12/31/84
1/1/B5 to and including 12/31/B5
1/1/B6 to and including 12/31/B6
Taxes that became delinquent on or
delinquent balance is paid in full.
Taxes that became delinQuent on or after January 1. 1982 ate subject to a variable interest rate that changes
each calendar year.
Interest is calculated as follows:
following rates:
Interest Rate
Daily Interest Factor
6%
20%
16%
11%
13%
10%
before December
,000164
,00054B
,000438
,000301
,000356
,000274
will maintain a constant interest rate
until the
31, 1981
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY I~EREST FACTOR
__ Any NotIce issued after the tax becomes delinquent will reflect an interest calculatton to fifteen (15) days
beyond the date of the assessment. If payment IS made after the Interest computation date shown on the Notice.
additional Interest must be calculated.
.
COMMONWEAL1H OF PENNSYLVANIA
COUNTY OF iUi.iijl~Aflb'
5"
"
Vivian M. Donley
boing dilly __ ___ s:-vpr"
. 'lccordillg to IIlW, dcpo',c~ ~nd 5.,y:. that sho is ~he Executrix
of Iho [,I., Ie of _ __o!?h__n':l'~ p~n ley'_ . ___ ______ ___
Ne-w Cu";be riand
l"tc of . Cumbcd.,n.! Counly, p".. dcco,,,cd .nd th,,1 thl)
'Ih" 't d b her th 'd ElCeculri"
WI In IS an Inven MY m.l 0 y .. ..__/ 0 $'11 __.____~ ~"n'._._'..__..____..
of thl) entire: c~t(,to or S<licl decodent, cor.dstinrj of "11111,, p!lr'.cmlll propdrty (lnd ((HI! est,.do, cxcnpt rOl,1 O~hJfO ouhid~
tho Commol1wQ"lth of Pcnmylvilni,J, Clnd ttlclt tl1,.... ligure:; urpo~jtlJ (!.lch jt(!m of tho Invontory rOprOH:Ilt it':; filir value
in of tho d"t(! of J0clJdl.'nt's dc.tth.
sz.~-1."'~_' _____ and subscribed before m~\
NOTARY PUBliC, lI,rri,burg, D,uphin Co" p"
My Commission E;qJircs MJY 17,1981
j
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'...,'-~V"'C.Q_K--/-- JIL.:--il-Jfd"-y:--_ ______
boculor . Administutor f - .
, /1, I) .. -- A.' fY
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Date of De"th
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I. An inventory must be filed within three months altor apPQinfment of parsonal reprcscnt"tive,
2, A supplement inventory must bo filed within thirty ddYs of discovery of addition,,1 "sse",
3. Additional sheets may be attached a, to pe"onll/ly or rCdlty
4. :' .Scc Ar~le lV.:fi~ucidries Act of 1949,
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