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No. 21-81
102
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of (Jl,f 1/ .<~c&/I~I'"I
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petitioner{f) is (_) the execut or named In the Last Will and Testament of
O~ Z(, C-WiM4-t7V' dated ~<.I ..?o' / '1'1'7
Decedent was a citizen of the United States and a resident of 7'0~N-<M~
re' AOflijl (Borough), Cumberland County, Commonwealth of Pennsylvania, (/
Decedent died on ~ the;( S-YdaYOff/&,~1 A,D.19 f/ ,In the
County of ~.rd' v , State of ;6~:'~ ,{;7 at the age of 39 years.
Decedent has (has not) been married and has (has not) had children born to him (her) since the ex.
ecution of the above described Will. !t/7oc/O DO
Decedent was possessed of personal property to the value of (, '
and of real estate to the value of
/VO(ll,:
as near as can be ascertained; said real estate situated as follows
/i/ /4
Therefore, your petitloner~) respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Y;~l.d,'Z ~ / ?tj
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Dated
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND / I
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, ,,' ,1 (/ C'rr&fl;P0r'n,r~/"ve
named In above application, being duly ,J(//tf''''Y\ according to law say(s) that the
statements set forth in this petition are true to the best of;k knowledge and belief.
Name and address
of Petitioner(s)
sworn and subscribed before.
me'7lf7T E'!~.:' 3'i~_19~~'__" . 4/
,_, _ ~/.I_t..~~ . 't!tt.Y~ __-'.1*.:."'~ .AI .6-
Register -/
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Filed: February 12, 1981
Attorney ,/ /rt.
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B.
My Grandnephew, William Kay, Jr., of
Nokomis, Florida.
C.
D.
My Grandnephew, Mark Umble, of Mason, Ohio.
My Grandniece, Jan Umble, of Mason, Ohio.
My Grandnephew, Paul Umble, of Mason, Ohio.
E.
However, any cash gifts given by me during
my lifetime, after the date of this will, shall be considered
advancements to the above bequests, and shall be deducted
therefrom accordingly.
6. I give, devise and bequeath all the rest, residue
and remainder of my estate, real, personal and mixed, whatsoever
and wheresoever situate, of which I shall die seized and possessed,
or to which I shall be entitled at the time of my decease, to my
sister, Helen U. Maffet, of Harrisburg, Dauphin County, Pennsylvania.
In the event that my said sister, Helen U. Maffet
should predecease me, then I give, devise and bequeath the entire
residue of my estate in equal shares as follows:
A. One-half thereof to my niece, Jeanne
Umble Kay and William D. Kay, her husband, or their survivor,
of Whitesboro, New York. In the event that both my niece and
her husband should predecease me, then I direct that their share
shall pass to their issue, per stirpes.
B. One-half thereof to my nephew, Maurice L.
Umble and Lois E. Umble, his wife, or their survivor, of Mason,
Ohio. In the event that both my nephew and his wife should
predecease me, then I direct that their share shall pass to their
issue, per stirpes.
The term "issue" as used in this wHI shall include
those legally adopted.
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OATH OF PERSONAl. REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 5S:
COUNTY OF CUMBERLAND
Defore me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came ~"i?;/(.r ~,,-e e1 ;?;"J ~~I't-L.{. ",,./ ,;,Y:;~~ . ~r4
(/ ' ~ t
who, being duly ~/O-n , do<"# _depose and say that as (J;~1J~.a~
O.ff4 ill L~~r,
/fl-(!r,/ deceased
of the last Will and Testument of
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 Transf:r ~~eritances....1"",,,,
~ -?: A,D., 19 6>/ ;Jj6p,:tk- d.JJ .
'if . (). ?
Register
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DECREE
Be it remembered that on the 12th
day of
February
,A.D.,19~, there was probated and
recorded the last Will and Testament of Olive U. Anderson
late of
Mechanicsburg
,Cumberland County, Pennsylvania,
Hamilton Bank
Deceased. Letters Testamentary were granted '10
Witness my llaod.and official seal the day and year afor,esaid.
Hi
21-81
102
Register of Wills of Cumberland County Pennsylvania
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Ren uncia tion
In Re Estate of
OLIVE U. ANDERSON,
deceased.
The undersigned
Helen U. Maffet, Executrix of the last will and testament
of
Ihe above decedent, hereby renounce(s) the ,ight to administe, the eslale and respectfully ask(s) thai Letters Testamentary
be issued to
lIamil ton Bank (formerly National Central Bank). Harrisburg. Pennsylvania
Witness
her
hand this 29th day of January
,19 81
(Signature)
(Address)
./ '~f.tIT- \.ll.'bVI1~~
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REV-IS00 EX + (9.Ul) -t
, BUR~AU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O, BOX B327
HARRISBURG, PA 17105
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FlloNumbor ~ \- <6\-DIOd...
DECEASED
Docodont's Nomo (Last, Firsl, and Middlo Initloll
.D.d_q..r.5.Q~t \ i " Q.. U.
Social SoclIrily Numbo, Dato 01 Doath
CIIECK
1. D,iginal Roturn CXl
Docodont's Add""
1M (Y\DLAl'I1- AIIU\ ~f.
\'f\lc..~a.l'\L(.~'Dl.tr~1 PA 110'55'
2, Supplomontol ROlurn D 3, Romoindo, Return 0
-~5-~\
APPRO.
PRIATE
4. L1le Estate D
5. F.deral Esta'e To. 0
R.turn R.quired.
6. Decedent died tostate ), Docodent maintoined a living D B. Number 01 sale deposit 0
(Attach copy of Willi t,ust (Attach copy of Irusd boxes invento,ied
All correspondence and confidential tax information should be directed to:
BLOCKS
CORRE.
SPONOENT Nem
Add,ess
,\-
City
Rocapitulation
RECAPIT-
ULATION
1.
2.
3.
4.
5.
6,
),
B,
9.
Real Estate (Schedule A)
Stocks and Bonds (Schadule B)
Closely Held Stock/Partnership InterestlSchedule C)
Mortgages and Notes (Schedule 01
Cash & Miscellaneous Personal Property (Schedule EI
Jointly Own.d P,operty (Sch.dule FI
Translers (Schedule GI
Total G,o" Assots (tot.1 lines H)
Funeral Expenses Administrative Costs/Miscellaneous
Exponses (Schedule H)
Debts/Mortgages/Liens (Schedule f)
Total Deductions (total lines 9 & 101
Net Value of Estate !line B minus line III
Charit.ble Bequests (Schedule J)
Net Valuesubjectlo tax liine 12 minus lin. 131
(111
(12)
(13)
(14)
(ll
( 2)
I 3)
( 4)
( 5)-lI.13l/1.~"l
( 6)
()) 'i~I'i"l'l'l./..
( B)
\ ;;}"\<6QO.'\C;
.
AND
( 9)
(10)
TAX
10.
11.
12.
13.
14.
\ ~ \30,<11
\ \ I) ., LDO. O~
':ll, /')00.00
\ls, ~I.g ~2..
\Oq, 1 110. O~
CALCU,
LATION
Computation on..
15. Amount of line 14 t".blo at 6% ,ate
(jnclude values from Schedule K)
16. Amount of line 14 taxable at 15% rate
(jnclud. valuos from Schedule K)
P,incipal tax due (add tax from line 15 plus tax from line 16)
Total P,ior paym.nts:
lal Amount Paid
(bl Plus Discount
Ic) Minus Interest
19. Bal.nce Du.lline 17 minus line lB)
Make Check Payable to: Registe, of Wills, Agent
*. * PLEASE RECHECK MATH * * *
(15)
x,06=
17.
lB.
l"'. ~.OO
(17I_1J"'1 "4-10 If. oD
(16)~ x.15=
(1BI
(191
Under penalties of perjury, I declare that I have examined this return, including occompanying schcdules .nd statements, and to the best of my knowledge
and belief, it is true, c ct, and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has
any knowledge. ~ II? / !.;L
ADDRESS I I DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
Zi
REV-440 t 1'-80)" ,
COMMONWEAL TH OF PENNIY L VANIA
DEPARTMENT OF RE~ENUE
TRANIFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instruc.llun\ on Reverse Side)
-.- ,=-..====:.7';;.=c.:;::::.:.;c.=...~.':;::::,,;:::,-c:,,:,,::-.:-..=::;.;':"-,-::,;:.;:=::.:~..:~.=,==_===c __
Estate of OLIVE ~l.mSON_.___.___._____,_
Last Add,ess ~.o_.~~oun.!_J\!.~en~ri_~_.____
Mechanicsburg, PA 17055
Dole of Dea th~ANUARL2S._-19.81__,_______
Social Security No.___H!Ll!U~JL______,___.
lei 1 VI
tST A H:J (':IPI
Bureau File No. ,______________,
Counly Fi'" No. J / -J 1- /o..~Y _____
1. Decedent died:
( ) Intestate (without a will)
( X) Testate (leaving a last will--capy ottached)
2. Is the filing of a Federal Estate Tax Return requi,ed fa, this eslate?
Yes__ No X
3. ( X) Executor/Executrix
) Administ,alar/ Administ,atrix
Name
HAMILTON BANK
Address
222 Market Street
Harrisburg,
(CITY)
PA
(STATE)
17108
(ZIP)
4. All correspondence should be mailed to (
Attorney
( X) Fiduci cry.
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5. If an attorney is representing the estate, indicate:
Name John A. Roe, Esquire
Address 101 North Front Street
H::Il'l'i ~hlll'g~ Ph 171n'{
(<:IT'(I l~TATEl (ZIP)
List all safe deposit boxes registered in the decedent's individual name 0' jointly with, or as an agent or deputy
of another, or in decedent's individual name with right of access by another as agent or deputy. Indude the nOme,
and address of the bank or ather institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER I~STITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Hamil ton Bank
Olive U. Anderson
Sister
222 Market Street
with Helen U. Maffet,
Harrisburg, PA 17108
Deputy
Under penalties of perjury, I declare that I have examined this ,elurn, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
SIGNA TURE OF FIDUCIARY
DATE
RI!:V-ol'O 1'-&01 .
COMMONW~AL TH O'F PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
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"'l-"".':ir.:/.4.ff'r~;'I
(Instructions on Reve,se Side)
ESTATE OF
OLIVE U. ANDERSON
lEM ESTIMAlED DEPARTMENT
DESeRI PTlON MARKET V ALUA TION
~O.
VALUE (OfFICIAL USE
ONLY)
N
0
N
E
Mrs. Anderson was a resident of
Messiah Village Nursing Home at
the time of her death.
TOTAL THIS PAGE -D- . <-e.. A,a
,/'1'
:;.' ~Q@G5Y
:'Jlm;I;"{12~~~~~[!!;
'<,.-<i,;~j}\~~) Savings & lO1l1l ASSQCj/jllon
. . '/ . 0' Horrfnbury
March 17,1981
Marshall J. House
Hamilton Bank Trust Department
222 Market St.
Harrisburg, Pa. 17108
Dear Mr. House;
This letter is in respons... to your recent requast for information
concerning the estate of Olive Umble Anderson.
,Below is the only account held by the decedent as of the date of
death' (January 25,1981).
Account number: 01-01-020635
Account title: Olive Umble Anderson
Balance as of date of daath. . . . .. . .
Accrued unpaid earnings'. .- . . If . . . . .
Total valua on the date of death . . . . .
Opening data: January 17,1975
Type of account: Individual
. .
. . .$25,874.84
. . . 97.47
. . .S25,972.31
. .
. .
Should you have any questions concerning this data, please feel
fres to contact our office.
. Sincere~~, rd ./1. /J
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Lorrains Dizdar L-
Savings Servicing Department
LMD:ld
234 NOR1H SECOND STREET, p,O, BOX 1111 ' HARRISBUnG, PA 17108 ' (717) 232.6661
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Tlw Bryn Mmvr TIlI:,1 Cumpany
BurN flll\\VH, I'LNN~YI \'/\NI/\ 1'1010 (21 :ilIA ;\.17UO
March 18, 1981
Hamilton Bank
Post Office Box 1071
Harrisburg, Pennsylvania 17108
ATIN: Marshall J. Ibuse, Trust Representative
RE: Estate of Olive U. Anderson
Checking Account n011-334-8
Dear Mr. fk:iuse:
rn reply to your letter of March 10, 1981 regarding the above captioned
decedent.. please be advised of the following: '
Checking Account nOll-334-8
Date of Death Balance - $1,404.93 (January 25, 1981)
. Date Opened - 12/16/46
Title - Olive U.. Anderson
No other account with The Bryn Mawr Trust Calpany
As requested, enclosed is Treasurer's Check n43124 in the amount of $1,404.93
together with debit merro and closing statement.
me.
Should you require further infomation regarding this matter, please contact
,
Sincerely yours,
/} "/' 'Q*
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(Ms.) Patricia R. Clifton
Audit Departrrent
Enclosures
The Main Lim"s 011111 hank. Chm1er(?rl ill 1889
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REV-4ez ('-sot,
COMMDNWE'AL TH' OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
ESTATE OF ..QLIVE U. ANDERSON
SCHEDULE "C"
TRANSFERS
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INSTRUCTIONS:
l. Answer the Questions on reverse side.
!. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrl1meut relating to the tran~ferred property.
ITEM
NO.
DESCRIPTION
1. Trust Under Agreement dated May 15, 1958, between
01vie Umble Anderson, Settlor, and Continental Bank
(formerly Montgomery County Bank 'and Trust Company),
Trustee, holding assets as of January 25, 1981, as folIo
2593 Units Bond Fund @ 4.69040108
$23,000 Trust for Short term U. S. Government
Securities @ par
50 Shares West Penn Power Company $4.50% Pfd @ 34.125
20 Shares General Motors Corp. Common @ 45.09375
$156.00 Master Certificate of Deposit
Principal Cash
TOTAL TRUST ASSETS
NOTE: As a result of the death of Olive U. Anderson,
this trust now terminates in favor of Elizabeth
A. Katzenbach, step-daughter of the decedent.
2. Security Deposit at Messiah Village transferred
to Helen U. Maffet on April 3, 1980
TOTAL THIS PAGE
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONLY)
s:
$ 12,162.21
23,000.00
1,706.25
901.88
156.00
5.00
$ 37,931.34
$ 15,577.81
$ 53,509.15
..1. ;)b 1. I ~
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any malerial part of his estate wilhout recei~ing
valuable and adequate consideration? (AnsvlOr "Yes" or "No".) No
2. Did decedenl, within two years of death, transfer property (rom himself/ herself to himself/herself and another party
or parties (inCluding a spouse) in join I ownership? (Answer "Yes" or "No".) --NIL
3. If lhe answer 10 one or two above is "Yes" and UIC transfers are claimed to be oontaxable, provide the fOllOWing
information:
a. Age of decedent at time of transfer.
b. Copy of death certificale.
c. Affidavit by lhe allending physician indicating the slate of decedent's health at time o( transfer.
d. All other information supporting nontaxabilily of transfer.
4. Did decedent, in his/her Ii(etime, ma!le any transfer of property without receiving a valuable or adequate consideration
there(or which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) Yes
a. Was there any possibility that the property transferred might return to transferor or hiS/her eslate or be subject
to his/her power of disposilion? (Answer "Yes" or "No".) Yes
b. What was the transferee's age at time of decedent's death? N/^. Transferee was Corporate Trustee
5. Did decedent in his/her li(etime make any tmnsfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves (or his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment afar 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 properly transferred or income therefrom?
(Answer "Yes" or "No".) Yes
6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
Right was reserved in decedent alone
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".) Yes
8. Did decedent, at any time, transfer property, the bElleficial enjoymenl 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 o(
law? (Answer "Yes" or "No".) Yes
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? (-Answet~l'fes!'-tlF-l'Ne!!~) In the decedent alone.
l'~ . tII...
B. ~ly Grandnephew, \Villiam Kay, Jr., of
Nokomis, Florida.
C. My Grandnephew, Mark Umble, of Mason, Ohio.
D. My Grandniece, Jan Umble, of Mason, Ohio.
E. My Grandnephew, Paul Umble, of Mason, Ohio.
However, any cash gifts given by me during
my lifetime, after the date of this will, shall be considered
advancements to the above bequests, and shall be deducted
therefrom accordingly.
6. I give, devise and bequeath all the rest, residue
and remainder of my estate, real, personal and mixed, whatsoever
and wheresoever situate, of which I shall die seized and possessed,
or to which I shall be entitled at the time of my decease, to my
sister, Helen U. Maffet, of Harrisburg, Dauphin County, Pennsylvania.
In the event 'that my said sister, Helen U. Maffet
should predecease me, then I give, devise and bequeath the entire
residue of my estate in equal shares as follows:
A. One-half thereof to my niece, Jeanne
Umble Kay and William ,D. Kay, her husband, or their survivor,
of Whitesboro, New York. In the event that both my niece and
her husband should predecease me, then I direct that their share
shall pass to their issue, per stirpes.
B. One-half thereof to my nephew, Maurice L.
Umble and Lois E. Umble, his wife, or their survivor, of Mason,
Ohio. In the event that both my nephew and his \~ife should
predecease me, then I direct that their share shall pass to their
issue, per stirpes.
The term "issue" as used in this wHl shall include
those legally adopted.
IlEV.453 0.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENE F I CI AR I ES
'*'
(Instructions on Revers!! Side)
Estate 0 f
OLIVE U. ANDERSON
SURVIVED DATE OF INTEREST OF BENEFICIARY
BENEFICIARIES AND ADDRESSES RELATIONSHIP DECEDENT BIRTH
St. Stephens Cathedral Cha:.i ty ~~s . N/A Bequest of $500.00
221 North Front Street
Harrisbure. PA 17108
Church Farm School Charity yes N/A Benuest of $500.00
Box 8
Paoli , PA 19301
Holy Trinty School Charity yes N/A Bequest of $1000.00
Boite Posta1e 1309
Port-au-Prince Haiti
- ---- "--- ----- --------- -_._-- .
Barbara Ellen Kay Grandniece -xes of acre Benuest of $1000.00
33 G1enridcre RMrl
Il'hitesboro N.Y. 13492
William Kay, Jr. .Gcrandnenbe\~ :ieA_ _o.Lag.~ .Jl.eque.s.LoL.$101lD...O.O-
33 G1enridge Road --.----.-.-.-.-- ----_._~._----_._----
.-- ------
Whitesboro. N.Y. 13492
Mark Umble Grandnephew ves of ann R nJ' _~lnnn nn
506 Walnut Lane
Mason Ohio 45040
Paul Umble Grandne]lhe\~ ves of acre Benuest of $1000.00
506 Walnut Lane
-
Mason, Ohio 45040
(CONT'D ON PAGE #11-
The above beneficiaries are Iivin9 at this time except for the followin9:
NAME
DATE OF DEATH
~EV.4S4 (1.80) .
=OMMONWEAL TH Of' PENNSVL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(Instructions on (lflVCrSf1 Sic/oj
Estate 0 f
OLIVE U. ANDERSON
-
p
TOTAL E VALUE OF DEPARn1r.NT
rEM R
DESCRIPTION MARKET C DECEDENT'S VALUAn~,r'J
~O. VALUE E INTE REST 10ffici,,/ u", :'nly)
N
T
- - ._.~
N
0
N
E
-.J I -
TOTAL THIS PAGE -0- ~~t.C.
".:4-&
REV-484 EX+ i.&-ao)
FII e Number
Estate Name
Date of Death
Social Security Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-81-0102
Olive U. Anderson
Januar>y 25, 1981
181-01-6958
REPORT OF INHERITANCE TAX APPRAISER
m Original
o Supplemental
o Remainder
I, Ihe underslgn.d duly appalnled Inheritance Tax App,aiser in and lor the Counly 01 Cumberland
Pennsylvania, do resp.ctfully report Ihat I have appraised the real and personal property as report.d in th. loregoing
,etum at Ihe valu.s set Iorth opposite each item in th.last column to}h. rlghlln S:~ules "AU, "8", "C", and "E"
Dated, ,T.nll.Y'Y ?O, lQR? <:::::Z., ~
INH~fHTANCE TAX APP SER
INVENTORY
Rea! Property (Schedule A)
Personal Property (Sch.dul. B)
Jolnt.Hold Property (Schodulo E)
Transfers (Schedule C)
TOTAL GROSS ASSETS
Leu D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estote
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
Toxon$ -
Tax on $
Tax on $
Tax on $
Exemptions
Totol Estate
Less Credits
DATE OF PAYMENT
ADJUSTMENTS I
(HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
VALUE AS APPRAISED CODE
$ None 00+
71 ,381 84 '0+
None l!ll+
53 509 15 30+
124 8 0
40.
MIE
FACTOR
PRINCIPLE
,
91M.
6%
15%
--
TOTAL TAX
INTEREST FROM
BALANCE
TO
AMOUNT PAID
S
INTEREST FROM
BALANCE DUE
92+
93.
VALUE
CODE
I
COMPUT A TION OF TAX
$
$
$
$-
$
$
$
$
TAX CREDIT
$
REV-4e7 EX+ (7-801
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
~,
~~~2h~~
l,~:;~~~~
"".;"~~f.f,;":'-;-""
IIlORIGINAL
o SUPPLEMENT AL
File No. _.-21-:,s1-Q1..D?
Estate of
Olive U. Anderson
County
Cumberland
Date of Death
January 25, 1981
In the ovent that any future Interest In this estate Is Ifansfortod in possession or enjoyment to collataral heIrs of the decedent after tho
expiration of any Cltate for IIfo or for years, the Commonwealth horeby expressly reserves the rIght to appraIse and asseSS transfer
inheritance taxes ot tho lawful collateral rato on any such futuro Interost.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEP ARTMENT' S
APPRAISED VALUE
71.381.84
None
53,509.15
Unreported $
Unreported $
Unreported $
Unreported $
$ None
$ 71,381.84
$ None
$ 53,509.15
$
1. Total Real Property - 5CH. "A". . . . .. $
2. Total Personal Property - 5CH. "B". . . . $
3. Total Jointly Owned P,operly - 5CH. "E" $
4. Total Transfers - 5tH. "C". . .'. . . .. $
!\lr'lnA
o LIFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I do hereby certify that the above oppraisement is mode in conformity with Pennsylvania low and has been filed this
day with the Register of Wills. d~ L
_ ... . ,,J d:-~",~ J~nll""Y 20, '9R?
, AP RAISER DATE
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REV.455 (l.BOI ,,\
COMMONWEAL TII 0F PEN,'4SVLVANIA
D~PARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
------_.:;-_.._----.~.--'=".-;:.:..-=,;..~.,"'.;,;...
.... ,. -..... -..., ......--., ..- .....
-~- .._--+_..~-_._--
Estate of OLIVE U. ANDERSON Date of Death .JANUARY 25, 1!181
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address
. - .0 - -. -
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
lo I~l? Cumberland ,County Rer.ister of Wi Is Letters Testamentarv t37.00
15 Short c",.t i fi ont". 1'; nil
1 Renunciation 1 00 ~';.oo
2. Mar 19, Cumberland Law Journal Publish Letters Testamentarv 18.00
3. Mar 20 Mess iah Vi llaee Balance due for room and bo"~d 1 or;';t;?
4. Mar 25. W. Orville Kimmel Funeral Home Funeral services 1 529.00
5. Aar 2, Internal Revenue Service 1980 Federal Income Tax 653.00
< I "^__o n^_+ ^" "^,,^_,,^ 1980 State Income Tax 168.85
7. Anr 16 West Shore Times Publish I,H^-O ']'" '0 ~R
. ^_~ 77 !c"" '0+00 Tno ^, 0, ., on
9. Anr 30 W. Orville Kimmel F,meral Horn" R"i, ,,^- '
- at Washineton Memorial Chanel 100.00
10. May 7, Cumberland County Register Wills 8 Short Certificates 8.00
llo Hamil ton Bank Commission on sale of securities 40.95
12. Jun 4, Phoenixville Memorial Works, Inc Engraving on tombstone 126.00
13. ul 8, Dr. A. C. Edmundowicz Professional Services 25.00
14. Messiah Villape Final nolono" ~n" ORn ??
15. Continental Bank Trustee Trust termino>ion fees F. exnenses 2 sn7.no
16. Middleton, Roe & Et zweiler Professional services 2,946.38
17. Hamil ton Bank Executor I s fee 3,446.38
18. Amount retained to file Inventor' Debts f, Deductions f, First F. Final
Acronnt ,nn ""
TOTAL THIS PAGE I 13 130.97
I hereby certify that to the best of my knowledge and belief the foregoing is a just ""d true statement of debts, funeral
expenses and expenses of administration submitted to the est te as deductions for Inheritance Tax purposes,
IWlIL N BANK ~. ;;
B . "",,-. 11. 'Vf /~ IN S (
TURE OF ATT .r5ATE I
OFFICI
DEBTS AND DEDUCTIONS ARE ALLOWED II~ THE SUM OF S l~ / ~I?, 91 AT
12'
PERCENT.
I..~ /-,f~
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 tile cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Re~ister 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 rcmarks 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 remc.rks column for each debt claimed.
6. Enter the amount of each debt being claimed,
7. The form must be si9ned by the pcrson who has assumed the responsibility for payin9 the debts.
COMMONWEAl,TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLI,ECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~~'~~
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APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is he'eby made lor coosenl to Ihe I,ansler 01 Ihe lallawing securities 01 0 Ponnsylvanio
Corporation or a Nalional Banking Association located in Pennsylvania:
DATE
3/1.7/81
(a) 7 Shs. (b) Pe!.'n Dairie~Inc. (c) Class Il Common Stock @ 5.0
(NOTE: In describing securities enler in (a), ob O/e, eilher Ihe number 01 shares of slack or the lace amount 01
regislered bonds, in (b), the name 01 Ihe issuing company and in (c) thc class of slock or Ihe slaled inte,esl ,ole
ond molurily date 01 registered bonds.)
ISSUED ON July 15, 1954
, and hoving a TOTAL MARKET VALUE OF S
35.00
(Dot.)
as 01 the dote of death of the decedenl,
Olive U. Anderson
, on
January 25, 1981
(Name of Dl!ccdont)
(Date of death)
who was late of 100 Mt. Allen Drive, Mechanicsburg, Clunber1and County, Pennsylvania 17055
(Stleet and Number)
(Post Office)
(County)
(Stote)
The securities are registe,ed as follows:
Oli ve Umble Anderson
(Name or names in which certificates ore registered)
ADMINISTRA TOR) Hamil ton Bank, 222 ~Iarket Street J.J!.arrisburg. Pennsy~ia 17108
EXECUTOR) (Name) (Add,a,,) Haml1 ton Bank, Executor
NAME OF APPLICANT Peter A. Sc1l1~iers
COUNTY FILE NUMBER ,:;f !-j/-ltJ.2., ADDRESS OF APPLICANT 222 ~~~e~l Harrisb~r~.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT By~~~;{~J".'LJ..Lz:t'--3:i
NOrICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
Pa.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DAT~C'j)Jt /ff/
I hereby consent to the transfer of the above securilies now regislered jn the name of the a oresaid
Decedenl and waive the filing of a cerlificate cerlifying to the poyment of Ihe tronsfer inherilonce tax 10 which
Ihe p'operty of said Decedent is made subject pu,suant to Ihe provisions of the Acl of June 20, 1919, P.L. 521,
~s amended and the Act of June IS, 1961, P.L. 373, os amended. This is also in acco,dance wilh Ihe p,ovisions
of the Act of April9, 1929, P.L. 343.
This Consent to Transfer Ihe herein described property operates only in ,efe,ence 10 the eslole of Ihe
above-named Decedenl.
~~~'"
'f I"'. ~y
IJ /' [lEJ,; . ~:\
'''r~''':;!:;j}
the Secrelory of Reve ue
ii
COMMONWEAL TH OF PENNSYLVANIA
DEPARTME~T OF REVENUE
BUREAU OF COUNTY COLI.ECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~~,:~~
" '. I''''. '"
'~~II' ~,
~ ii.&~~
DATE3/17/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made (a, C(XlSent to the t,ans(e, o( the following securities of c Pennsylvania
Corporation or 0 Notional Bonking Association located in Pennsylvonia:
(a) 28 SbL--(bL~lm Dairie~lnc. . (c) Class A Common Stock @ 5.0
(NOTE: In describing securities enter in (a), ab Ole, either the number of shares of stock 0' the face amount of
r~gistered bands, in (0), the name of the issuing company and in (c) the class of stack or the stated interest rate
and ,!,aturity date of ,egisteted bonds.)
ISSUED ON July 15, 1954 ,and having 0 TOTAL MARKET VALUE OF S 140.00
(Do'.)
as of the date of death of the decedent, Olive Unble Anderson
(Name of Deceden:)
on January 25, 1981
,
(Dole of death)
who was late of 100 Mt. Allen Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055
(Street and Number)
(POG' Office)
(County)
(Slate)
The securities a,e registered os follows:
Olive Umble Anderson
(Nome or names in which certificates ore registered)
ADMINISTRA TOR)
EXECUTOR )
Hamilton Bank , 222 Market Street , llarrisburg, pennsylvania 17108
(Nomo) (Add,,,,) Hamil ton Bank, Executor
NAME OF APPLlCAtH _~_teT A. Scl1l'ieTs
COUNTY FILE NUMBER d{/-t/-/t!;:!, ADDRESS OF APPLlCANL2.2LHar~~traeJ:.,Jlarilibll"g, Po.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ~:::~I../}<,-/../J)'!f.j.,j.......
~~:::&.im:
NOTiCE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, iT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DAT~U11AJ/~ /f//
I he,eby consent to the transfer of the above securities now ,egistered in the name of the foresaid
Decedent and waive the filing of a certificate ce'tHying to the payment of the t,ansfe, inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
. of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the he,ein described property operates only in ,efe,ence to the estate of the
.
obove.nomed Decedent.
~. ~"
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~-"i;JJl'~}~
Signed fo.s,!he Secretory a; Re~e .
/)' . It! J
By cd. .; ,~,,/l.4/
,/) (i.gnol.r;2l ~ .', /
_ .6:~":;::, ~ """..L..~j.i-j2LWd-.tJYf-
7-fny (County)
I
RCC-7Z (9-(,81
COMMONWEAL TH OF PENNSYLVANIA
DEPARTM!:~T O~ REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
(;,a,~~ '
~~ -z;..'
~.~iI'.1' . t\
". ,~....I
, .
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is he,eby made far cmsent to the I,onsfer of the following securities of a Pennsylvania
Corporation 0' 0 National Bcnking Associolion lacoted in Pennsylvania:
DATE
3/13/1981
(a) 30 Shs. (b) Belmont Industries, Inc. (c) Commen
(NOTE: In desc,ibing securities enter in (a), ob Ole, eithe, the number of sha,es of stock or the face amount of
registe,ed bonds, in (b), the nome of the issuing campany and in (c) the class of stock or the staled inte,est rate
and maturity date af registered bonds.)
ISSUED ON various dates , and having a TOTAL MARKET V AtUE OF $
(Data)
as of the date of death af the decedent, Olive U. Anderson
(Name of Decedent)
$105.00
an .January 25, 1981
,
(Date of death)
who was late of
100 ~It. Allen Drive, ~Iechanicsburg, Cwnberland County, Pcnnsyl vania 17055
(Street and Number)
(Post OHice)
(County)
(StaIO)
The securities are registered as follows: Olive U. Anderson
(Nomo or names in which certificates arc rC9i~tcred)
(Nama)
Market Street, Harrisburg, Pennsylvania 17108
(Add,...) Hamil ton Bank,
Peter A. Sclwiers
Executor
ADMINISTRA TOR)
EXECUTOR )
lIamil ton Bank - 222
NAME OF APPliCANT
COUNTY FilE NUMBER v?/-,?/-/t';{ADDRESS OF APPLiCAlH222 Marl,et Street, lIarrisbu,g, Pa.
BUREAU FILE NUMBER SIGNATURE OF APPLlCANT/~" : '?'.{;:Li'z:L/~
HOTlCE: IF YOU FAIL TO PROPERLY FILL 11'1 AHY PORTlOt~ OF THIS APP JCAi1b~~ ILL HOT BE
COHSIDERED COMPLETE AHD WILL BE RETURHED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE~W./JJf/ffl
I he,eby cansent ta the transfer af the abave securities naw registered in the name af the a o,esaid
Decedent and waive the filing of a certificate certifying ta the payment af Ihe transfer inheritance tax ta which
the property of said Decedent is made subject pursuant ta the p,ovisians af the Act af June 20, 1919, P.L 521,
a.s amended and the Act of June 15, 1961, P.L. 373, as amended. This is alsa in accardance with the provisians
of the Act af April 9, 1929, P.L. 343.
This Cansent ta Transfer the he,ein described p,aperty aperates anly in reference ta the estate af the
, above-named Decedent.
'A ~~
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Signed fa, the Secreta,y of Revenue
/ ~i v:
Bye... .' , .
;?d..~.(_tk?i!&:...
Rccon (9061\1
COMMONWEAL TH OF PENNSYLVANIA
DEPARTM"NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for cCl1sent to the ',ansfe, of the following secu,ities of 0 Pennsylvania
Corporation or 0 Notional Bonking Association located in Pennsylvania:
(0) 7 Shs. (b) Conestoga Transportation Company (c) Common
(NOTE: In describing securities enter in (0). ab Ole, either the numbe, of shores of stock or the face amount of
registered bonds, in (b), the Ilome of the issuing company nnd in (c) the closs of stock 0' the stated inte,est ,ate
and l)1aturity dote or ,egiste',ed bonds.)
DATE
3/17/81
ISSUED ON 10/24/1958
,and having 0 TOTAL MARKET VAUJE OF S
35.00
(DOlO)
os of the dote of death of the decedent, Dli ve S. U. Anderson
(Name of Decedent)
, on
January 25, 1981
(Dotc of dcath)
who was late of 100 ~It. A11cn Drive. Mcchanicsburg, Cumberland County, Pennsyl vania 17055
(Streot and Number) (Post Office) (County) (Slate)
The securities ore registe,ed as follows:
Olive S. U. Anderson
(Namo or names in which certificates are reglsterod)
ADMINISTRA TOR)
EXECUTOR )
Hamil ton Bank- 222
(Name)
Market Street, Harrisburg, Pennsylvania 17108
(Add,...) Hamil ton Bank,
Peter A. Sch\~iers
J:;xe cutor
NAME OF APPLICANT
COUNTY FILE NUMBER c1/-.r/-/Cl.2. ADDRESS OF APPLlCAtH
222 Market
HarrisbUJ;,g, Pa.
BUREAU FILE NUMBER SIGNATURE OF APPLlCANTBy' . ~-1r
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLI '~'TiO;11 'LIJ: NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEP ARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DAT~/t/f'P
I hereby cOllsent to ,he transfe, of the above secu,ities now registered in th" nome of the foresoid
Decedent and waive the fi ling of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is mode subject pursuant to the p,ovisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the p,ovisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfe, the he,ein described p,operty operates only in ,efe,ence to the estate of the
above-named Decedent.
~~
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.;;'(~V~~;~..!
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Signed fa, the Secretory of Rev.enue
, . /
B' A {j /r "tAl j
Y h" -, --/.-
/~) (Signa 1') 11" 'I 1
,../., 6(, ,..-? '/
-J~tf1'- ';'.'t! j '/, M;?i!-/'e-L-dt..;h'Z
Y (County)
!.
COMMONWEAL TH OF PENNSYLVANiA
DEPARTM:;NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~
'~~
.,:'.;ilo,.t
~:r.----:'r ~
I'fQ'l;Jc>" . (\
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DATE
3/1,7/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is he,eby made far Coosent to the t,ansfe, of the following securities of a Pennsylvania
Corporation or a National Banking Associo1ion located in Pennsylvania:
(a) 28 Shs. (b) Notional Central Financial Corporation (c) Common
(NOTE: In desc,ibing secu,ities enter in (0), ab Ole, either the number of shores of stock 0' the lace amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated inte,est rate
and maturity date of registe,ed bonds.)
ISSUED ON various dates
,and having 0 TOTAL MARKET VALUE OF S
437.50
(Date)
as of the dote 01 death 01 the decedent, 011 ve U. Anderson
(Nome of Decedent)
on January 25, 1981
,
(Date of dcolh)
who was late of 100 Mt. Allen Drive, Mechanicsburg, Cumberland County, pennsylvania 17055
(Street and Number)
(Post Office)
(County)
(Stote)
The securities ore registered os lollows:
011 ve U. Anderson
(Noml.l or nomes in which certificates ore registered)
ADMINISTRATOR)
EXECUTOR )
r.larket Street, Harrisburg, rennsyl vania 17108
(Add,...) Hamil ton
NAME OF APPLlCAIH _ Peter ^. Schwiers
COUNTY FILE NUMBER 2/-%1- /tI~ ADDRESS OF APPUCArH 222 ~Iarkct Str~eet Harrisbur,g. Pa.
7f-:) "Jt; iI"./..
BUREAU FILE NUMBER SIGNATURE OF APPLICANT Bvd~.-K_t~,c7'CL(U.'-iL,#-
vH':C PTe~.l.del1"L
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTIOtl OF THIS APPLICATION, IT WILL NOT BE
CONSIOERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
Hamilton Bank, 222
(Name)
Bank, Executor:
COMMONWEALTH OF PENNSYLVANIA -, DEP ARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DAT{~f/A,/lAJ/.f /11/
I hereby consent to the transfer 01 the above securities now registered in the ,nome of the afo,esaid
Decedent and waive the filing of 0 certilicate certilying to the payment of the t,ansler inheritance tax to which
the property 01 said Dccedent is mode subject pu,suant to the p,avisians of the Act 01 June 20, 1919, P.L. 521,
a.s amended and the Act 01 June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
01 tho. Act 01 April 9, 1929, P.L. 343.
This Consent to Transle, the herein desc,ibed property operates only in reference to the estate of the
above-named Decedent.
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Signed for the Secretory of Revenue
,(/ 'J
By
l
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
\
j
55:
I. Suzanne ~ight .~~r.usCJl.Qllres~.Ilta,lY.Q...ofJlillnil ton BanK, -----
being duly sworn _ according 10 law, deposes and says Ihal he - thoy- !iamil ton ~an.k
.Exe.c.utnr .__.---" 01 Ihe Es",le 01 OJ i vc_Umllle ^nrlersnn
late of Borough of Mechanicsburg , Cumberland Counly, Pa., deceased and Ihat the
wilhin is an invenlo'y made by ____.. !iamil.ton Bank .__ ._,-'-' Ihe said Executor
ollhe enli,e eslate 01 said deGedenl, Gonsisling of alllhe personal prop.rly and real eslale, eXGept real eslale outside
the Commonweallh 01 Pennsylvania, and that the ligures opposite each item 01 the Inventory represent it's lair value
as 01 the date of decedont's death.
!iAMILTON BANK - Executor Estate
l + ~Oliv.e Umble Anderson
and subscribed before me, )/11 / J.-
.B _~-'>J (II, ^"
/ Executor.' . lratOT
222 Market Street
}j/J~~~'" ./
(Q(7~(<l vi / (~ 19 ,pI
~if;'~A(~!o~~' ;Z~~~~/~:bnf7MJ
HARRISGIJRG, DI,UPHIl1 COUNTY
MY COMMISSIOI1 EXi'iH,S el!'i 11. 1985
Member. Pennsyl'Jani1 Ar,sr.ciarion oj :;~t~[i~5
!iarrisburg, PA 17108
--------
Addreu
Day
January
Month
1981
Date of Death
25th
Year
n
I. An inventory must be filed within three months alte, appointment of personal representative.g;:;
2. A supplement inventory must be filed within thirty days of disGovery of additional assets. &~~
f'I',-,
3. Additional sheets may be altached as to personalty or ,ealty i" ~~
J~' _::
4. See Article IV, FiduGiaries Act of 1949. :: .
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INSTRUCTIONS
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7.
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10.
11.
12.
13.
14.
15.
Inventory of the real and personal estate 01
OLIVE UMllLE ANDERS9N
ducoosed.
1.
2.
3.
4.
Pfd @ 39.6251
@ 23.3125
@ 3.50
@ 9.09375
shareholders
2,337. 88
1,981. 56
105. 00
10,925. 89
59 Shs. American Sto'res Company $5.51
85 Shs. American Stores Company Cm
30 Shs. Belmont Industries, Inc. Cm
1201.463 Shs. CNA Income Shares, Inc. Cm
Dividend on Item #4 payable 1/13/81 to
12/30/80 - check uncashed at death
Shs. Conestoga Transportation Co. Cm @ 5.0 \
Shs. National Central Financial Corp Cm@ 15.625
Shs. Peerless Turbine Corp Cm @ none ,I
Shs. Penn Dairies, Inc. Class A Cm @ 5.0 I!
Shs. Penn Dairies, Inc. Class B Cm @ 4.5 II
Shs. State Mutual Securities Cm @ 8.34375 Ii
Dividend on Item #10 payable 12/31/80 to shareholders of record 1\
11/28/80 - check uncashed at death II
Farmers I Trust Company of Lancaster, Depositors Participation Certificate IIA~~
(See Attached) @ none i
First Federal Savings & Loan Association Passbook Savings Account #1 1 02063
Accrued Interest to date of death on Item 12
Bryn Mawr Trust Company Checking Account #011 334 8
Continental Bank, Trustee, unpaid accrued trust income as of date of death
Equitable Life Assurance Society - Death benefits on policy #00238073
payable to estate
$2.50 U. S. Gold Coin
Gold Wedding Band
Reimbursement from Coltnnbia Health Insurance Company
Refund from Columbia Health Insurance Company - cancellation of contract
Reimbursement from Massachusetts Indemnity Life Insurance Company
Heal th Contract
Reimbursement from Massachusetts Indemnity Life Insurance Company
Medical Expenses
of record
468. 57
35. 00
437. 50
O. 00
140. 00
31.150
10,846.. 88
!
494.! 00
I
I
O.i 00
25,874'1 84
97.\47
1,404'193
1,299. 32
11,742.160
165'1 00
39. 60
121. 32
59. 58
7
28
15
28
7
1300
16.
17.
18.
19.
20.
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i$71,381.1~
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21.
Thl. .action will ba comp'latad by Buraou Haodquo,ta" only whan tha ap'p'lication fa, axamption ho. baan daniad.
Dole:
Tha oppllcolion fa, examption contolnad on Ihe face of this fo,m has baan danlod bacouse
Hal.: Any po,ty in inta,a.I, including Ih. Commonw.alth, ogg,iavad by this oclion may within sixty (60) days olt.r
tho dole of Ihl. nolic. .xareis.lhoi, ,ighh of P,ote>I, Holica, 0' Appaol in acco,donce with Ihe p,ovislons of opplicobl.
Pann.ylvonio Inhe,ilonce and Eslol. Tax Acls.
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APPLICATION FOR CHARITABLE EXEMP'rrON
FROM PENNSYLVANIA TRANSFER INHERITANCC: TAX
(Ac' of May 28, 1956, P,L, 1757, and Ac' of Juno IS, 1961.
P,L. 373, as amended)
.~
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COMMONWEAL TH OF PENNSYL VANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Appllcallan i, haraby lilad la, tha app,aval
of an exemption from Pennsylvania Transfer
Inharltanca To, an the t,an,fe, al tha properly
da,cribad balaw:
J. Bu,eau File II 21-81-102
2. Date 01 Dealh JanUal::y_2.5_,._l98J._____
3. ,...., '....., -jl~--,L'?- /'?f.;:J,
4. Nama 01 Decadenl OL1..llR~~~.o.f\l
i
I
I
I
I
I
I
I
5. Tha Cammanwaalth's app,ai,ad va'ua 01 tha praparly la, which an a,amptian is c'aimad is $ 500 00
(Hale: Where Ih. prapa'ly is alhe, Ihan a 'p.ci/led amaunl al cash, Iha a,emptian cannal be appTav.d unlil Ihe Vo'ue of
Ihe prape'ty has b.en estab'ishad by appraisa' by Iha Cammanwaallh, e,c.pl In Ihase cases whe,. Ihe amounl 01 Ihe gift
a, bequesl ,ep,es,"ts a slatad f,acliana' a, porcenlaga pa,lian 01 Ihe enliro eslala or Ih. enliro ,esidue. In Ihase cas..
enter such fractional or percentage amount above),
6. Check Ihe manna, in which tha I,ansler was effecled and submil a copy of 'n" dacumenl aUlharizing Ihe Iransle" unless
such male,ial has b.en proviausly Ii/ad.
WILL iJ{;
1 (1/ alher, a'plain)
I
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
7, Correcl Buslna.. Name and Add,e.. 01 Charitable Organizalian ,acaiving p,apa,ly:
HAME
ST. STEPHEN'S EPISCOPAL CATHEDRAL
ADDRESS
221 North Front Street, Harrisburg, Pa. 17101
8. I certify Ihal Iha inlarmatian canlained he,ein is, 10 Ihe basi 01 my knawledga and beliel, Irue and carract.
Signalu,a of ApP'ica~~ 4~ K~~.4.r" lrusl: Ofhcer
HAMILTON ikNK
Add,a" 01 Applicanl
Official Tille
;In MarkF>t StrF>H
Harrisburg, Pa. 17108
Trust Officer
Dala
February
, 1982
Thl. lorm mu.t bo complotod In hlpllcoto and 011 throe Copla. dollvo,.d to 'ho Rogl.to, 01 Wills 10' tho County In which tho docodont
,..'dod, 0' In whl~h lo"ors wo,o I..uod fa. 0 non.'esidant decedont's estoto. II tho docodont was 0 non.,o.ldont of Ponn.ylvonlo and
lo"ors woro nOllssu.d by 0 Pennsylvania Reglsto, 01 Wills, dollvor all th,oo caples to tho Ol,octor, Bu,oou of County Collocllon.,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa.
Do nal wrile balow Ihis lina, Far Officio' Usa Onl
Referred to Bureau Headquarters
Approved 0
For Secretary of Revenue
Denied' 0
(Initials 01 ReglSle, of Wills)
(AUlho'ized Signa lure)
(Counly)
(Tille)
(Dale of Relarral)
(Dol. 01 Action)
* See relverse side for reasons
MUST BE FILED IN TRIPLICA TE
This ..ction will be completed by Bu,eau tteadquarte" only when the application 10, exemption has been denied.
Date:
The application lor exemption contained an the lace 01 this lo,m has been denied because
Nate: Any pa,ly in Inte,..t. Including the Commonwealth. agg,leyed by this action may within sixty (60) days after
the date 01 this notice exercise their ,Ights 01 Prat..t. Notice. a' Appeal in accardance with the p,aYlsians 01 applicable
Pennsylvania Inheritance and Estate Tax Acts.
r> 05
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APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 28, 1956, P,L. 1757, and Act of June 15, 1961,
P,L, 373, os amended)
t+-
~~
COMMONWEALTlI OF FENNSYLVAN'A
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Application I. horoby fllod fo, tho app,oval
of an exemption from Pennsylvania Transfer
Inho,lIonco Tox on tho I,an.lo, 01 tho p,apa,ty
d..c,lbod bolow:
1, Buroau Filo//21-81-102
2. Dato of Doath _January-25., ~98L
3. Dato of App,aval ~~ /'1Jlf<
4. Nomo 01 Docodonl 01i.ve~ Anderson
S, The Commonwoolth's opp,oisod voluo 01 tho p,opo,ty 10, which an oxomption is c1oimod is $1. ODD DO
(Note: Where the proporty is other than a specified amount of cash, the exemption cannot be approved until the value of
the p,ope,ty hos boon ostablishod by oppraisol by tho Commonwoalth, oxcopt in tho so casos who,o tho amount 01 tho gilt
or bequest represents a stated fractional or percentage portion of the entire estato or the entire residue. In those coses
enter such fractional or percentage amount above).
6, Check the manner in which the transfer was effected ond submit Q copy of IIlU document authorizing the transfer, unless
such material has been previously filed.
WILL l/l;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(II otho" oxploin)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME
HOLY TUINITY SCHOOL
ADDRESS
Port au Prince. Haiti
8. I certify that the informution contained herein is, to the best of my knowledge and belief, true and correct.
Signotu,o 01 Applicont /Lc..G Zu 'aV'--
,/ Sue ~h1l ' Trust Officer
l'.AMILTON BANK
Add,o.. 01 Applicant 222 Harket Street
Harrisburg, Fa, 17108
Olliciol Titlo
Trust Qfficer
Doto February
. 1982
Thll form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent
rOllded, or In which letters were issued for a non_resident decedent1s estate. If the decedent was a non~resident of Pennsylvania and
letters were not luued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Horrisburg, Pa.
Do not w,ito bolow this line, Fo, Official Use Only
For the Secretary of Revenue
Referred to Bureau Headquarters
App,ovod 0
For Secretary of Revenue
j
Deniod* 0
(lnitiols 01 Rogiste, 01 Wills)
(Authorized Signoture)
(County)
(Title)
(Dato 01 Rolerral)
(Dote 01 Action)
* See reverse side for reasons
MUST BE FILED IN TRIPLICATE
This section will be campi eted by 8u,eau Headqua,te" only when the application for exemption has been denied.
Dote:
The application for exemption contained on the face of this fa,m has been denied because
Note: Any pa,ty in interest, Including the Commonwealth, agg,ieved by this action may within sixty (60) days after
the dote of this notice exercise their rights of Protest, Notice, 0' Appeal in acca,dance with the p,ovislons of applicable
Pennsylvania Inheritance and Estate Tax Acts.
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REV, 1547EX (, -82)
BUREAU OF EXAMINATION I NOTICE OF INHERITANCE TAX ASSESSMENT
PENNSYLVANIA DEPARTMENT OF REVENUE, APPRAISEMENT ALLOWANCE OR OISALLOWANCE CONTROL NO. 101
P,O, eox B327 I '
HARRISBURG, PA 17105 I OF OEOUCTIONS, ANO ASSESSMENT OF TAX 10ATE
J..... 06"Q3-62
ESTATE OF ANDERSON OLIVE U FILE NO, 21 81-0102
OATE OF OEATH 01-25-81 COUNTY CUMBEIl.LAND
NOTE: TO INSURE PROPER CREOIT 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 WILLS.
AGENT," IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE OECEOENT'S OATE OF OEATH. A DISCOUNT
OF 5% OF THE TAX PAlO MAY BE DEOUCTEO.
SUZANNE M KNIGHT
HAMILTON BANK
222 MARKET ST
HBG PA 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~1:11:: _A_L9~C:; _ ~HJ~ J-!fI!.E_ _ _ _ _ _ _ _ _ _ _ _ _ _ - - - - - - - - - - - - - - - - - - - - - - - - - - - - .. - - - - - - - - - - - - .
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF DEOUCTIONS ANO ASSESSMENT OF TAX
ACN 101
DATE 08-03-82
ESTATE OF ANDERSON
OLIVE
U FILE NO,21 81-0102
I CHANGED
TAX RETURN WAS: 1 X I ACCEPTED AS FILED
APPRAISEO VALUE OF ESTATE:
,. Real Estate (Schedule Al
2, Slocks aod Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest {Schedule Cl
4. Mortgages and Notes (Schedule D)
5. Cash & Miscellaneous Personal Properly (Schedule E)
6, Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8, Total Gross Assets
APPROVED OEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule Hl
10, Debts/Mortgages/Liens (Schedule II
11. Total Deductions
12. Net Value of Estate
13. Charitable Bequests (Schedule J)
14. Net Value Subject to Tax
ASSESSMENT OF TAX:
15, Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREOITS:
PAYMENT
. i DATE
10-19-81
05-12-82
RECEIPT
#
DISCOUNT 1+1
INTEREST H
069764
010719
.00
277.96-
THIS ASSESSMENT IS BASED ON: 1 SUPPLEMENTAL RETURN
NO INTEREST IS DUE IF PAlO BY 05-12-82
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS,
111
I 2l
131
( 4l
151
1 5)
1 7l
.00
.00
.00
.00
.00
.00
.00
181
.00
191
(101
.00
13 ,130.97
(111
( 121
(13l
1141
13,130.97
13,130.97-
. .00
109,760.02
(15l
1181
.00
109,760.02
.00
16,464.00
16,464.00
X,05=
X,15=
(171
AMOUNT PAID
8,000.00
8,464.00
TOTAL TAX CREDIT
BALANCE OF TAX OUE
16,186.04
277.96
RETAIN THIS PORTION FOR YOUR RECORDS
(If Balance Due is less than $1.00 no payment is required)
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INFORMATION
This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act
01 1961 172 P,S, section 24851,
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 lax. (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of lax 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.
Inte,es\ from 3-03-80 to 5-23-80
Results in:
2 Months
20 Davs .
Rate of interest =
,010
+ ,00335
,01335
Balance of tax due
Rate of interest
INTEREST
$2,000,00
x ,01335
$ 26,70
Balance of tax due $2.000.00
Plus Interest to
Date of Payment (+) $ 26,70
TOTAL tax and
interest to Date
of Pavment $2.026,70
~ - -- --- -- - - - - - - - - - - - - ~ - - - - - - - - - -- - - - - - - - - - - - -- - - - - - - - - - - -- - -- - - - - - ---
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 .0 \5 6 months ,030 9 months ,045 12 months .06~
1 dav ,00017 11 days ,00186 21 days ,00352
2 davs ,00034 12 days ,00203 22 davs ,00369
3 davs ,00051 13 davs ,00220 23 davs ,00386
4 days ,00068 14 davs ,00237 24 days ,00403
5 days ,00085 15 days ,00250 25 davs ,00420
6 days ,00101 16 days ,00267 26 davs ,00437
7 days ,00118 17 days ,00284 27 davs ,00454
8 davs ,00\35 18 days ,00301 28 davs ,00471
9 davs .00152 1 9 days ,00318 29 davs ,00488
10 davs ,00169 20 days ,00335 30 davs ,00500
---------------------------------------------------------------------
Any party in interest, including the Commonwealth and the personal representative, not satisfied with the
appraisement and assessment may object within sixty (60) 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 - 1001),
MAKE CHECK OR MONEY ORDER 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,
J REV, 15B3EX (3-B2)
PENNSYLVANIA DEPARTMENT OF REVENUE
':;UREAU OF ACCOUNTS SETTLEMENT
P,O, BOX 2055
HARRISBURG, FA 17105
ESTATE OF ANDERSON OLIVE U
DATE OF DEATH 01-25-61
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
WILLS, AGENT,"
INHERITANCE TA~ASSESSMENT 101
CONTROL NO.
RECORD ADJUSTMENT
__ DATE 10-07-6j!
FILE NO, 21 81-0102
CO~NTY CUM~ER~ND
SUBMIT THE UPPER PORTION DF THIS FORM WITH YOUR TAX
ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
SUZANNE M KNIGHT
HAMILTON BANK
222 MARKET ST
HBG FA 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .
"INHERITANCE TAX RECORD ADJUSTMENT"
ESTATE OF ANDERSON
OLIVE
U FILE NO,21 81-0102
DATE 10-07-82
ACN 101
ADJUSTMENT BASED ON:
ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1, Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
3, Closely Held Stock/Partnership Inlerest (Schedule Cl
4, Mortgages and Notes (Schedule 0)
5. Cash & Miscellaneous Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule Gl
8. Tolal Gross Assets
( 1)
( 21
( 3)
I 41
I 51
( 61
( 71
.00
.00
.00
.00
71,381.84
.00
53,509.15
( B)
124,890.99
DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule HI
10. Debts/Mortgages/liens (Schedule Il
11. Total Deductions
12, Net Value of Estate
13, Charitable Bequests (Schedule J)
14. Net Value Subject to Tax
I 91
(101
.00
13,130.97
(11)
(121
(13)
(14)
13,130.97
1l1,760.02
2,000.00
109,760.02
TAX:
15, Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable al 15% rate
'7, Principal Tax Due
TAX CREDITS:
(151
( 161
35,424.34
74,335.68
X,06=
X,15=
( 17)
2,125.46
1l,150.35
13,275.81
PAYMENT
DATE
10-19-81
05-12-82
RECEIPT
#
DISCOUNT (+)
INTEREST (-I
AMOUNT PAID
069764
010719
.00
173.26-
8,000.00
8,464.00
1--
NO INTEREST IS DUE IF PAID BY 05-12-82
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
16,290.74
3,014.93CR
(If Balance Due is less than $1.00 no payment is reqUired)
RET AIN THIS PORTION FOR YOUR RECORDS
INFORMATION
'.
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 (91 months after the decedent's death, Interest is charged at the
rate of six (6l percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2.000,00 IS In a delinquent status from ~~. and payment is made
on 5-23-80, the interest 15 calculated as indicated below:
STEP 1
Determine the rate of
interest Irom the lable below.
STEP 2
Multlpl~' the balance of
lax due b~' the rate of
interest.
SHP 3
Add the interest
to the balance of
tax due,
Interest from 3-03-80 to 5-23-80
Results in:
Balance of tax due
B_aJ~_._9JjDJ!,!JQ:;1
INTEREST
2 Months =
20 Days =
Rate of interest =
,010
+ ,00335
----:51" 3 :15
- - - - - - - - - - - - - ~ - - - - - - - - - - . -- -
,020
,025
,030
1 month ,005
2 months ,010
3 months ,015
1 day ,00017
2 days ,00034
3 days ,00051
4 davs ,00068
5 days ,00085
6 days ,00101
7 days ,00118
8 days ,00135
9 days ,00152
10 ,days ,00169
4 mo"lhS
5 months
6 months
11 daiS
, 2 da\,s
13 daY$
14 day!;
i 5 days
16 days
17 dal's
18 days
'9 davs
20 days
. - - - - - - - - - - - - - - - - - - - - - - - - - .
$2.000,00
x ,0Illi_
S 26,70
Balance of tax due S2,000,OO
Plus Interest to
Date of Payment (+l $ 26,70
TOT AL tax and
Interest to Date
of Payment $2,026,70
- - - - - - ~ - - - - - - - - - - - -
7 months
8 months
9 monlhS
,035
,040
,045
10 monlhs ,050
11 months ,055
12 months ,060
21 days .00352
22 days ,00369
23 days ,00386
24 days ,00403
25 days ,00420
26 days ,00437
27 daYs ,00454
28 days ,00471
29 days ,00488
30 days ,00500
,00186
,00203
,00220
,00237
,00250
,00267
,00284
,0030 I
,00318
,00335
--...------- .--------------------
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT"
DETACH THE TOP PORTION OF THIS FORI~ AND SU81~IT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS