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11. REV.1162EX
~ .. COMMONWEALTH OF PENNSYLVANIA
4 NO K 29488 DEPARTMENT OF REVENUE
. .... OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAY.
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ESTATETAX
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.--E'sTATE'INFciiiMATic;iC-----------
DAT~DF DEATH .T
FILE NUMBER
DATE OF PAYMENT
NAMEDFDECEDENT H.
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COUNTY
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POSTMARK DATE
REMARKS:
Paid in Full
SEAL
RECEIVED BY
I
REGISTER OF WILLS
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LAST WILL AND TESTAMENT OF H. MARSHALL FLEAGLE, SR.
I, H. Marshall Fleagle, Sr., of the Borough of Mechanlcs-
burg, County of Cumberland and State of Pennsylvania, being of
sound and disposing mind, memory and understandIng, do make,
publish and declare this my last will and testament, hereby re-
voking and making voId all former wills by me at any time here-
tofore made.
1.
I direct all my Just debts and funeral expenses to be paid
as soon as conveniently may be after my decease.
2.
All the rest, residue and remainder of my estate, real,
personal and mixed, whatsoever and wheresoever, 1 give, devise
and bequeath to my beloved wife, Margaret E. Fleagle, to her own
use and benefit absolutely.
3.
In the event, however, that my said wife should predecease
me, or as the result of a disaster common to both of us should
die at about the same time as I do or within thirty days from
the date of my death, I direct that my estate be distributed as
follows:
(a) I give and bequeath to each of my grandchildren
the sum of One Hundred ($100.00) Dollars.
(b) All the rest, residue and remainder of my estate
shall be dIvided in equal shares among my three
children, H. Marshall Fleagle, Jr., Winifred L.
Olson and Nancy L. Shoeman.
4.
And lastly, I nominate, constitute and appoInt my said wIfe,
Pa ge 1.
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OATH OF I'ERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 55:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came
fl. HlIRSIIALL FLEI\GLE , JR. ,
who, being duly sworn
I do es
depose and say that as Executor
of the last Will and Testament of
U. Marshall Fleaqle, Sr..
deceased
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. S\~orn_and subscribed before me.
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Januarv 27. A.D., 19.Jl.L 'vr'2/", ./Co_ / Ii
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DECREE
Be it remembered that on the...2B th
day of
.T;1nl1~ry
,A.D..191L1-, there was probated and
recorded the last Will and Testament of
H. MARSHALL FLEAGLE. SR. ,
lale of
I-h.. Rnrnuah nf Mechanicsburn.
, Cumberland County, Pennsylvania,
Deceased. Letters Testamentarv were granted to_
Witness my hand and official seal the day and year aforesaid.
II. I1I\RSIlI\LL FI.EAGLE. JR.
~~UG/ e. ~~~
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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. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
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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 remcrks 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 PROPERTV TRANSFERS
1. Did decedent, within lwo years of death, make any transfer of any material pmt of his estate without receiving
valuable and adequate censideration? (Answer "Ves" or "No".) No
2. Did decedent, within two years of death, transfer property from himself! herseif to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No",) JlO-
3. If the answer 10 one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the fOllOWing
in formation:
a. Age of decedent at time of transfer.
b. Copy of death certi fi cate.
c. Affidavit by the attending physician indicating the slate of decedent's heal!h at time at transfer.
d. AI! other information supporting nontaxabilily 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".) 1\1"
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".) 1\1"
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 "Ves" or "No".) .1to-
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) No
6. If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) No
8. Did decedent, at any time, transfer property, the baleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No".) 1\1"
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".) No
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COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUFlEAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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DATE .. r'('?i ~, I q 2''(
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DATE OF DEATH \Iovv-.~, 11/1y.,;{ 3
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FILE NO,
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COUNTY
Appraised Value of Estate:
Real Estate
s
Personal Property
+
Jointly Held PropertylTransfers
+
Total Gross Estate
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Total Approved Deductions
Clear Value of Estate
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Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
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Amount Taxable @ 6% Rate
s
tax due
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Amount Taxable @ '5% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
S
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".. ".. * * ".. ".. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits;
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues al 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
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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Asses~d by:
See Inform.ti,n on Rev.". Sid. C3'r ~'!l
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No. 21-81 ~;3
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
I n the Estate of
II. MIIRSHAI,r. FI,EJlGLF.. SR.
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania,
Margaret E. Fleagle died November 21, 1979.
Petitioner(sFls (1I1e) the execut ..Qr named in the Last Will and Testament of
H. Marshall Fleagle. Sr.. dated ~tember h. ]956.
Decedent was a citizen of the United States and a resident of MFroh;mi ""hll"'g
lawllIsl1ip>(Borough), Cumberland County, Commonwealth of Pennsylvania,
Decedent died on P,..i r'l "y ,
the :; ,,..,, day of .T;m"",..y. A.D. 19..8.L-, In the
County of Palm Deach. , State of ~orida. at the age of ~ years.
Decedent 1m (has not) been married and ~ (has not) had children born to hlm:lhe1:l since Ule ex-
ecution of the above described Will.
Decedent was possessed of personal property to the value of S 4 0 .000.00
and of real estate to the val ue of
S40.000.00.
as near as can be ascertained: said real estate situated as follows: 15 1'1""T ~l"p 1 "wnn"
Avenue. M!=H'~h;'ln ; C!Shl1T"Q. f:llmhcrl rlnn rnnnty. ppnn~y' '\:7~n 1;:!
Therefore, your petitioner~) respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron,
Dated ~nll""'Y 27. 19f!1.
Name and address
of Petitioner(s)
':21 <lr; &wl~2i 1~~4'
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ll. Marshall Fleaqle, Jr.
17 Ashton Road
Co]leqeville. Pa., 19426
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j
Ii _ MIIRSHIIT.T. FT.l':i'Ir";TJ:, JR..
ss
named In above application, being duly "w.,,..n
statements set forth in this petition are true to the best of
according to law say(s) that the
h; " knowledge and belief,
_S-''lOID-..... and subscribed before
m~;~artt~~:>
j! ":I~~lster
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Filed: January 28, 1981
Attorney GEORGE ~I. HOUCK.
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