HomeMy WebLinkAbout81-00094
:-lO. 21 "81
PETITION FOR LETTERS OF ADMINISTRATION
IN TilE ESTATE OF ...~~!:tn...~~.~.;:~.!.~...x.~.~~F.."".."..........,.. DECEASED.
To .,"'~~,7.y... ,~"~.. ,~~,w.,~,s.," ",. ",','" """'~<~< ~" ,~,~" ,I,I,~~,~,~~" "Y ~,~~, ~..,""'"
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Register of Wills fIll' ihe ('olllll)' of ('umhel'ialld, ill thl' ('OlllllHIIl\\'ealth of l'enns)'lvania,
Th e Peti tion 0 f ","'" :r/:l,~", f. j,,+: R,!;", t'J,il,!; ),!?'1), 11-, ~" ,~,ii\o,k", 9, ~" ,\'J,~ !1.l/,i ),.),~.," ,J(,l'!.I:\ J:\~ y,;t, l/,<\I),)"<\",,....,
,;r.,..J!.~);'R)A..XR,!;!'l,);....,..,....""" ,'espect full,\' sho\\'e' h 'hat "".;(9,h,I:\...l!.~);,9.+.i+,..;(,9,!;~,L!,l.!,~I.~............
was a resident of ......,N.~,':'!,"~,1.,1.~......,......................,~lf'l!~ltWl.K ,('ulllhel'land Counly, State of Peunsy!-
,OI'Oug 1
vania, and a Citizen of United States. and depa,.ted this life inLesLate in lhe County of ..,cumb.ex:;t,ano
"",.. '...., .........,...., ,.... ,.."" and S ta te 0 iP~,O,J;l R,y,ly. ilJ.\ j" 1\"""""""""""".."""""""""""""""""""""""""""",......"
on ,..T,ue.s.day.......,.......... the ......,..,.V,!;n................, da)' of ......J,al:\Uar,y..,..........,............ A, D., 19..S,L,
at the age of ......~,9...... yea,'s,
That the said ..y.p.)),\1..,!i.~H?)A..,'i.9,!;!'l,);,.............................., c1ecl!ased. left surviving the following
named widow or husband, heirs and next to kin. to wit:
Name Relationship Residence
......J,e.I:\l).i~",N,."..Y-.9,!;~r",..,,' """"'" """,w.j,J~.,"""'" "'" "" ","" ,..,,~A,,~,J;',9.!,l,g, "R,!;",...,N,~!1.y.PJ',~,' P A
....................................,........................... ......".......................'............ ..............."...............................................
..................................................,............. .................................."........ ................................................................
................................................................ ............................................ ................................................................
................................................................ ........................................... ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
That those above named include all of the next of kin, so far as known,
The said decedent was possessed of personal propert)' to the estima!er! value of $..'!'.;?1J'1.}',~..,e,~,..,
and of Real Es!a!e, less incllmbrance, to the estimater! value of $............9...,........,...... as near as can be
ascertained.
That the said Real Es!ate in so far as is known is located in ......................,..................................,......
...................................................,.......,.................,...............,.......',.....................................,...........................................
,Therefore. YOllr petitioner,l)(> ,'espectfully apply(ies) for LeUers of Administration in the above
..named estate..
I,' "
Dated ....:F.~lJ,:....~....,
A,IJ" W,!3,L
Signature ,;"r! Address
of Petitiorll'r(:..;)
,The",P.i.r:s.t."N,a,tional,-;B,ank""Q f",N~w",i,lle
_- ~/~' ,CZ,,-r:?:.
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BY :""",;;-:::"""",.."".::,:,..,. "~~.:.:.:,"',..,~"....,',."..,',....,'
c: .
9 Big Spring Avenue
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COMMONWI':ALTII OF I'EN"SYLVANIA
I
COUNTY OF C:UMBI':HLANI> \ "H:
,..,',:~,~~""F.,i,!:,s. ,t.,.'~,<l,~~, ~,I1,'!-.~",I3.<lrl~, "()f,,, "c:w.,':.~,~,l,<3, ,ll)'." ,1.1.,~', ~\1, ': ,~:,'" ~"~"'~, :'"~,{.I",.."",,, Mmed
in the above application beinl,( duly ..,;;::-:~,~~!....,............................ accC\,'dilll,( to la\\', "ay Ihat the fael!! set
forth in the above applicaLioll aI''' I,'U(' Lo Ow b,,"L of J,li~,"'" ~'.!'!\~ledl("'l\nd~y~
Sworn ' -/"'" _J~0t;,,/~
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before me, t ".."",."...."...."....,......"....,........,......"..............,........,....,
........r,~,~,~....~........,..............,........,.. A, [J" In..!3,l.." .."..,..,..,....""..,..",..",..""......,....,......................"..........,
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Filed: ' ........~,~?~?,~~)'..,~,~,!..y3.~,~,....,............,
.....................,...................................,............,.................
A Llol'lIey: ,..,J.ohn..,Mc.cREA..II.I.......,..,............
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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OATH OF PERSONAL REPRESENT A T1VE
............ ...<J:!J,<:", r.j,;J;,~, j;,..N,(l,t;;i.,c;m.a.l.. ,a,(lM" ,Q,f ...N.~~ll i lJ.~..,..,~ '1.. ,1. ~,~,~:\~:i",!i:,:." ~~,:..~!." petitioner (s)
being dulfl'!.2r.!L....,..........,......,..,..,.................. according to law doe,~........, depose and say that as the
administra );9.);....,.... of the estate of ....,-!.9,h!.l:..,~,'!:".'?J..g...x,'?.t.~,;:..,~J.~,!..'!:..,-!.,'....li~F..9..+.g..,X,9.,1;:~.F.......,..
........................................................................................................................................................................................
deceased ...t!;:................ 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 provision" of the law relating
to Transfer Inheritances.
....~,~.'?!:,~..".t'?,..,..,......,..,',.,""',..,. and subscribed
before me,
..'U.... ~'~:?,:....~......,..,..,..~....,....,.. A, D" 19,~,~,.., ........,Th.~..,E'.ir,s,t..Na:t.ip.!\,al..Ban~..,Q.f..J:lI'i!.w,v.~ He
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Regl;if' (/ ,. ~..-t.
DECREE
Be it remembered that on the ............,~,~!::~......,.. day of ..,....r.,~l?!;,~~!;.Y.,....,....,..,...... A. D., 19,~!,....
Letters of Administration in the estate of ,..,..if.g);!~..,~,~~gJ~,..X9.~~1:"....~L~!..~..,!!',LJ!,~1:,~1~..Xg,~~r
.... ..,........,..,..., ,...., ......, ,..,.., ,........', ,..'"."",.... ......,..,.. late of ;,.., ......'" ,.., !!:l,~~ ~.!},~......,' ,.. ,......, ,.....'..... ...,..... ,....... .
Cumberland County, Pennsylvania, deceased, were granted to ..~.~..,f.,~:r;:~~!:~,c::!~~.!..,~.~~.~..,~,~.. Newvilll
........................................................................................................................................................................................
Witness my hand and official seal the day and year aforesaid01. L. J
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REV.4,1 (1.80)
I COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
(Instructions on Rovorso Sido)
Estate of
John Harold Yoter a/k/a
J. Harold Yoter
-
ESTtMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL YJ
l. Savings account # lOl-468-4-20 in the $l2,798.00
FiL-st National Bank of Newville, PA
2. ~dicare payments to reimburse for $ l,389.28
decedent I s medical expenses
TOTAL THIS PAGE [jM,ill.,2R '1,/ 10..)/
;(4
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer 01 any n%crial ;art of his estate without receiving
valuable OIld adequate consideration? (Answer "Yes" or "No".) ",.
2. Did decedent, within too years of death, transler property from himself! herself to himself/herself and ,mother party
or parlies(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 al time of transfer. hi
b. Copy of death cerli ficate.
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 consideratiQn
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) N fJ
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".) f.J '"
b. What was the transferee's age at time of decedent's death? '" / A
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".) No
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) /\.ld
6. If the answer to five 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 10 pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) Iv (J
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 "Yes" or "No".) I',} (J
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 ( ).
REV.454 (1.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESt DENT DECEDENT
SCHEDULE "E"
JOINTL V OWNED PROPE RTV
j~~,;t,J\
'~~
(Instructions on ReVl.'fSC Sic/e)
Estate of John Harold Yoter a/k/a J. Harold
ITEM I P ,
TOTAL E VALUE OF DEPARTMENT
R
DESCRI PTlON MARKET C DECEDENT'S VALVA nON
NO, VALUE E INTEREST IOfficial Use Onlvl
N i
T
!
,
i
None
TOTAL THIS PAGE .f ~ ,(J ,j
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. . . .
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal. owned by the decedent jointly with another
party or parties as joint tenants with rioht of survivorship, BOLh tangible and intangible property arc to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A", Describe 311 personal property
as indicated in the instructions lor Schedule "B", I nclude the name, address and relatiollship to the
decedent 01 the cu.owner (s) and the date the joint ownership was establishe.d,
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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REV-48" EX+ (~801
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
IB Original
o Supplemental
o Remainder
File Number
21-81-00<;14
Estate Nome
John Harold Yater
Dote of Death
January 27. 1981
Social Securi Iy Number
196-14-2170
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the Counly of Cumberland
Pennsylvania, do respeclfully reporlIholI hove approlsed Ihe '001 ond personol property os ,eporled in ilie foregoing
return at the values set forth opposite each Item in the la,;t column to the right in Schedules "A", liB", IIC", and liE"
-t>1ri.(l ~ /t-nv/Jo/
Doled,
October 9. 1981
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) $ None 00+ 92+
Perianal Property (Schedule B) 14 18 28 10+
Jolnt.Hold Property (Schodulo E) N 2tH
Transfor. (Schedule C) N e 30+
TOTAL GROSS ASSETS 14...1..82 2.L
Leu D.bt. and Deduction. 40- 93-
(SCH EOUI.E F)
CLEAR VALUE OF ESTATE
o Life Eslale RATE FACTOR PRtNCIPLE VALUE CODE
.-
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATtON OF TAX
$
$
$
$
$
6%
T ax on $
15%
Tax on $
Tax on $
Tax on S
Exemptions
T otol Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
S
$
S
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
S
=
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+
=
INTEREST FROM
BALANCE
TO
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I_
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. u __'l'hOlllalO__J;;. GseU_I_'):'rusJ;. Officer ,_~~1e--1"1J::sJ:_Nat~Qn_al_l3_i!~~_.o.f__~_e.l'l.v.:~1.1a
being duly __sw.orn..______ according to law, doposos a"d says that ho _J~___ Tr.1!st_Qff:j,c;:~_r.--..2.f_
said.!Jank ,__~':.._Admi~lifl_t::a tc:>E..._ of tho Estato of John Harold Yoter a/k/a J. HaroldYote
late of ___.u.Borough.of _Newville -..- __________, Cumborland County, Pa., docoased and that the
. .. . The First National Bank of Newville . Administrator
wIthin IS an Inventory mado by _____..________._ ___ __ ______, tho saId
of the entire estate of said decedent, consisting of all the personal prop.rty and roal ostato, except real estato outside
the Commonwealth of Pennsylvania. and that the figuros opposite each itom of tho Invontory represent it's fair valuo
as of tho dato of docedent's death.
THE FIRST NATIONAL BANK OF NEWVILLE
.~~~
-" ~r . Adminhtrotor .
Thomas E. Gsell, Trust Off~cer
_~ it and subscribod beforo me,
~~f IV 19 rl
~ A1L~~5
T.[-;;77A/<.'t I'll ~~ I e,/
1Ll}-' ~~ Y""f: >/''''(1'<(
Date of Death
J 9 West Big Spring Avenue
New\t-i-.11e-r--RA-1-7 24 ,
Address
27
Day
January
Month
1981
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be altached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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REV.4!5!5 (1.ao)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
----.--.--..-.--..~-"..:=~~~;;:.'-='.:.;.::...:.;,.;.:...,:;;.-=.=.:;;:.-~.,,=".- _c. .....;.,;,,;,.;~-".._,~~.._
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Jdln Harold Yater a/k/a J 27 1981
Estate of _ J H;;y;glg~tsr Dille of Deillh anuary ,
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No.~-94
Claimant
Jennie N. Yater
Relationship to Decedent spouse
Claimant's Address
ITEM - -
NO. DATE NAME OF PAYEE REMARKS AMOUNT
Jennie N. Yoter family exenption $2,000.00
Jdm McC~a III reimbursement for letters of admin. 23.00
Masland Associates medical eXPel1ses-decedent' s lJelness 2,683.00
medical expenses-decedent' s lJelness 569.00
'.'~h" co " ~
e l.,gelness
Carlisle Radiology Services medical expenses-decedent' s 243.00
Westminster Cerretery, Inc. date on rrennrial stone 10.00
Egger Funeral Home funeral expense 1,951.00
Cunberland Law Journal advertising letters 18.00
Belvedere M9dical Corp. I1P.rhca.L expenses-decedent' s last 133.00
illncos
Carlisle Hospital medical eXPenses-decedent' s lJelness 265.64
-
First National Bank of Newville administrator's commission 639.00
Jdm ~k:Crea III attorney's commission 639.00
Register of Wills resexved for filinq account 50.00
John McCrea III reimbursement for advertisirlg letters 10.00
in Valley Tines Star
.
TOTAL THIS PAGE I $9 233.64
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 esl~te '\S deductio.ns for ),nheritance Tax purposes.
(i It!) Ii -, { - i"~ . /I 11'
\'1/ .t____j-,,\,. 1/.1 (" ./U' a _~...!l_. It.tfA.I-O
SIGNATURE OF ATTORNEY/FIDUCIARY DATE
OFFIP.L USE ONL Y
OJ __"> ,:) _L (, L_I__
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S _ -C', ,., 2 c;J-
If/if
AT
(~ ? " PERCENT.
)
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DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurnld by the decedent ~rior 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 tile cost of administration,
attornc'l fees, fiduciary fees, funeral and burial ex~ense5 including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the a~proval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to sup~ort 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 de~edent.
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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 ex~lanation 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.