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nEGISTI.:n OF WILLS OF ...c;,yt:1l3.:E..~!~!~,~.IJ........ COUNTY
NO.
PETITION FOn pnOBATE OF WILL ANIl I.E'rn-:i\S OF IIIlMINISTI\ATION
CU~I TESTA~IENTO IINNEXO
I.ETTEHS OF AIl~IINISTnATION IlE BONIS NON
I.E'rrEnS OF IlllMINISTnATION IlE HONIS NON CUM
TESTAMENTO ANNEXO 21-81 107
ill till' Estal<' IIf ....\1.:tM.t.;IJ\M..JI.......B,).la.\L.................. deel'asl'd.
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p,'liliolll'r/t;). .......l?!.\\!.!!J.N);;....G!.\~.:r.);&.......................................,..............................................,...........
alle~"'s) that:
is 1lIlplf
1. P(ltitioncr(~ IrtL. hWlltY'CIne years of lI~C Of nld('r and applies fur letters of administration
..........Q!.!':\..,r.!2.~.:r.!}!.1:1?N:~.9....!.\N.l!1.1?~.9............ ill Ihe ahoVl' eaptio1ll.d l'stall'.
2. Dl'eed"1I1 died 1111 ....J'!.9.y.!?m\?~I..]..7..,....J.~.~.9................ al ,.......,.........M. ill Ihe Coollty of
..........\;.)Jm);1.~I1g.r.\,d....... State or .........1?~.r.\n.:;;,y.l,y.P..T.\.j,.g. at the age or ....1.1.......,.......... years, havillg
made ..,..hA~. Last Will alld Testamenl dat",lthe ..).?.t.h day or ................;(.\11Y.......,........, A,I): lu.Ji..f.
Whercill ...!:\.~....... appoioted .....,....i1.9.hlJ....I?,..,..~).lk1.b.....................,...................,...................... Exec !:!:\;.9X....
Which Exec !!-.!;:~.r..... has sillee ..........13~.n..C?);\.n.g,~9................................................................................................
Martin Lock died: 4-3-65 on
On ................ day of ...."............,,,........................ 19........, Letters of Administration were granted to ...........,,,....
..........................................".........,....."..,,,..............................................................................................................."....."........
lI!:ll;ol.
lllil9.h",;fol>
3. Lellers of Administnltion c.I.a. orc needed heeause j;h.~...n.i!,m!?~J....~;l;,~.s;,!Jj;.9X...h,?.!?..,....
..~,~~,'?.~~~,<;;.~....~,~,~....~.".~.~,~!':~.<;;.~..,................. aud petitioner(s) ~~~es ill ....r..~:;;........, capacity ns
,~,..~!..,~!!:~J~g.~~i...~!=...~<;;...!J.<;;.~~.n.:t:' s estate as provided in decedent I s Codicil.
4. Decedent dicd domiciled in ,..,.....l?,e.nn.s,y.l.ll.a.nia........... wilh his last family or prillcipal
. (state or cOllntryi
residence at ...JJ.Q.7.....XY.~,);.99.!1...P..t'.?,y.~."....g.g.mp.....!n...1"....)?,i!.......,............,...........,..........................,
was was
5. (\Vhere decedent died testale) Decedent was nol nmrrk.d and l\ child wns not horn to or
adopted by decedent oftcr exeeotioo of the will (and where applieaot is alleged spoose) nor was decedent
divorced from applicant after execution of will and at death.
6. The said decedent was possessed of Goods, Chattels, Hights and Credits to the estimated
valne of $.....5...Q.O.Q.....O.O.. ond or neol Estate. to the estimoted volne of $,......NQr.\~............. oS neor as
can he ascertained. Thnt the said Heal Estate in so far as known is located in "",,,,,,,,,,,....,,,,,,,,,,.,,..,,,,..,,..,,..
.............."......................................."................................."...................."........................"....."................................."............
7. (\Vhere decedent died intestntc as to any portion of this estate). Petitioner after a proper
search has ascertained that decedent was survived by the following-named persons entitled to distribution
onder the Inlestale Act of lU47:
Name
Relationship
Residence
I............,......,..................................................................'....'................................,.............................................,..........,........
2, ..........,....,................,.......................................,.........,................................,...............,......,.................................,.............,..
3....,.......,..............,....,...............................,..............,......,....................................,....,............................,........,....................,..
4.....................,.....,.......,...............................................................................-......,........................,................'..'....'............'....
5, ..,.......,.....,.............,........,..,...................................,..........,..............................,..............,...............,.........,..........,..,..........,..
6............,..,..,....,..........,........,...........,......................,........,..................,..............................,..........,.....................,......,......,....,
......................".............".........."."......"........"..................".."............."""...."......."..."....".....................................................
>>lflK)'
Therefore, petitioner(s) respectfully applies for (prohate of the will presented herewith and
for) letters of administration .......G!:!)))...r.~.~.t.~))).~.r.\.1;.'?....~!1.n..~~.'?...,.........................,.............,:............,........,
D'lled. Feb. 10" 1981 S', ,t.. -/a <..A...'......- ~)-?'7, c<~.4
, . ..............,....,......... ......... ' l~neu."'..pa:u'1:'ine",Castl'e......,....,......,..........-
Address: e..mJ.~t..::T.~d..y..,Ck....J.".at..a..,(A.1'r.f Jlfl/, fk
..................,........,................,....................................,......,......, C~~~.~~:~~i~3.r...,~:~~~~~~~,~~} SS
..............PAULlNE....CllS,TLE.....................,....................,.....................,.................................... Ihe pelitiooer( s)
in the above 11pplicatioll, being duly ...S.wO.RN..""... according to law say( s) that the shltcmtmts set forth
jY/c
in this petition IIn~ true to the hcst of .HER..".."...:. knowledge and ht'Hd,
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SWQ'rn to . 1.1" 'l.d 1.f . ' " 6i:?~_.C4'~<- -/://', (. ./r.:;-.....
..... .,.... ..... ...............' .\11< so "UI le Il or< \ ....'..P<A'(lI;ffj~Cii.'S'Tr;l;:.......'......., ,..',..........,.. /'
me. ..~..... ...P.:~'~.~.....!.9........;y,........ ....... IU.B....!..... .......................................................................................,
.......,.... ...., ....(!...,.... 'I&:f,;d......... ......,........,.......,..................,..................,....,...............,..,..
Ih'gish'r
February 12, 1981
Fil<'d:
Attorney's Name and Address
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LAST WILL AND TESTAMENT
of
WILLIAMH. BUBB
I, WILLIAM H. BUBB, of the city of Harrisburg, county
of Dauphin and Commonwealth of Pennsylvania, being of sound mind,
memory and understanding, do make, publish and declare this to
be my Last Will and Testament, hereby revoking,any and all Wills
and Codicils by me at any time heretofore made.
ITEM I: I hereby give, devise and bequeath all my
estate, real, personal and/or mixed, of whatsoever nature and
wheresoever situate, unto my brother, John P. Bubb, now of
Cincinnati, Ohio.
ITEM II: In the event that my said brother, John P.
Bubb, should predecease me, I then give, devise and bequeath
all my estate, real, personal and/or mixed, of whatsoever nature
and wheresoever situate, unto my sister-in-law, my said
brother1s wife, Elizabeth Bubb, also now of Cincinnati, Ohio.
ITEM III: In the event that my said brother, John P.
Bubb, and my said sister-in-law, Elizabeth Bubb, should both
predecease me, I then give, devise and bequeath all my estate,
real, personal and/or mixed, of whatsoever nature and whereso-
ever situate, unto my Aunt, Mrs. Harry J. Kiessling, now of
Williamsport, Pennsylv~nia.
ITr~ IV: I hereby authorize and empower my Executor,
or substituted Executor, hereinafter named, in his discretion, to
UWOfraCII
sell all of the real property and any or all of the personal
property of which I shall die seized or possessed, or to which
MUTI" H. LOCK
, MAUI..UI', 'IUITLYAIUA
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.....--oATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting
etters of Administration in and for the County of
Cumberland, personally came
who, being duly sworn . do
Administratrix. C.T.A.
of the last Will and Testament of
deceased
she
uly administer the goods and chattels, rights and credits of said deceased according to law. And
Sworn
ply with the provisions of the law relating to Transfer Inheritances. to and subscribed before me.
.D., 19_
ASTLE
Register
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DECREE
Be it remembered that on the
12th
day of
February
81
,A.D..19_. there was probated and
recorded the last Will and Testament of
William H. Bubb
camp Hi 11
late of
Deceased. Lcttcrs of Administration, ~e~'binted to
Witness my hand and official seal the day and year aforesaid,
, Cumberland County, Pennsylvania,
Pauline M. Castle
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4 Register
21~81
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LIFE Ilo CASUALTY
THE JETNA CASUAL TV AND SURETY COMPANY
Hartford, Connectic~t 06115
POWER OF ATTORNEY AND CERTIFICATE OF AUTHORITY OF ATTORNEY(S),IN.FACT
KNOW ALL MEN BY THESE PRESENTS, THA r THE ~TNA CASUALTY AND SURETYCOMFI\NY, n corporation dulyorganilodunderthelawsof the
State of Connecticut. and having its princIpal office in the City of Hartford, County of Hartford, Stiltf! of Connecticut. hath mAde, conl:il1tutod and
appointed. and doe~ "Y these presents make, constitutf! Md appoint Shirley A. Eckerd - -
of Camp Hi 11, Pennsy 1 van! a ' its truo and lawful Attorncy(s)-in.Foct, with full power and authority hereby conferred
to sign. execute and acknowledge. at any place within the United StaIns, or, if (he following line be filled in, within the area thoro desig-
nated ,the following instrumentlsl:
by hislhersole signeture and act, any and all bonds, recognizunces, contracts of indemnity. ann other writings obli(faroryin lhe nature 0' a bond,
recognizance. or conditional undertaking, and any and all consents incidents therelo not exceeding the sum of FIVE
HUNDRED THOUSAND ($500,000.00) DOLLARS -
and to bind THE A:TNA CASUALTY AND SURETY COMPANY, thereby as fully and 10 tho same extent as if the same were signed by the duly
authorized officers of THE JETNA CASUAL TV AND SURETY COMPANY, and all the acts of said Altorncy(s)-in.Fact, pursuant to the authority herein
given. are hereby ratified and confirmed.
This appointment is made under and by authority of tha following Standing Resolutions of said Company which Resolutions are noW in full force
and effect:
VOTED: That each of the following officers: Chairman, Vice Chairman, President, Any Executive Vice President, Any Senior Vice President, AnyVice
President, Any Assistant Vice President, Any Secretary, Any Assistant Secretary, may from time to time appoint Resident Vice Presidents. Resident
Assistant Secretaries, Attorneys-in-Fact, and Agents to act for and on behalf of the Company and may give any such appointee such authority as his
cenificate of authority may prescribe to sign with the Company's name and seal with the Company's seal bonds, recognizances, contracts of
indemnity, and other writings obligatory in the nature of a bond, recognizance, or conditi()Oal undertaking, and any of said officers or the Board of
Directors may at any time remove any such appointee and revoke the power and authority given him.
VOTED: That any bond, recognizance, contract of indemnity, or writing obligatory in the nature of a band, recognizance, or conditional undertaking
shall be valid and binding upon the Company when (a) signed by the Chairman, the Vice Chairman, the President. an Executive Vice President. 8
Senior Vice President. a Vice President, an Assistant Vice President or by a Resident Vice President, pursuant to the power proscribed in the
certificate of authority of such Resident Vice p'resident. and duly attested and sealed with the Company's seal by a Secretary or Assistant Secretary
or by a Resident Assistant Secretary, pursuant to the power prescribed in the certificate of authority of such ResidentAssistantSecretary; or(bl duly
executed (under seal, if required) by one or more Attorneys-in-Fact pursuant to the power prescribed in his or their cortificate or certificates of
authOrity.
This Power of Attorney and Certificate of Authority is signed and sealed by facsimile under and by alllhority of the following Standing Resolution
voted by the Board of Directors of THE A:TNA CASUALTY AND SURETY COMPANY which Resolution is now in full force and effect:
VOTED: That the signature of each of the following officers: Chairman, Vice Chairman, President, Any Executive Vice President. Any Senior Vice
Presldont,AnyVice President. Any AssistantVice President, Any Secretary, Any Assistant Secretary, and tho seal of the Company may be affixed by
facsimile to any power of sttorney or to any certificate relating thereto appointing Resident Vice Presidents. Resident AssIstant Secretaries or
Attorneys-in.Fsct for purposes only of executing and attesting bands and undertakings and other writings obligatory in the nature thereof. and any
such power of attorney or certificate bearing such facsimile signature or facsimile seal shall be valid and binding upon the Company and any such
power so executed and certified by such facsimile signature and facsimile seal shall be valid and binding upon the Company in the future with
..espect'to any bond or undertaking to which it is attached.
IN WITNESS WHEREOF, THE ilOTNA CASUALTY AND SURETY COMPANY has caused this instrument to b. signed by ilS
Vice President ,and its corporate seal to be hereto affixed this 3rd
day of December ' 19 80
Assistant
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THE
IETNA
CASUALTY
J.ND
SURETY
COMPANY
By
K-~O
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Ass!s ant Vice President
State of Connecticut }
ss. Hartford
County of Hartford
On this 3rd day of December . 19 80 . before me personally came R. T. RIPPE
to me known, who. being by me duly sworn, did depose and say: that he/she is Assistant Vice President of
ntE .ETNA CASUALlY AND SURETY COMPANY. the corporation described in and which executed the above instrument; that he/she knows the
IS810f Isid corporation; that the sealaffij~ed to the ssid instrument is such corporate seal; and that ho/she executed the said instrument on behalf
of the corporation by authority of his/her office under the Standing Resolutions thereof.
(;{~:};.;;:)
\~::,:,::,.,~.:.(.,~;...,
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Notary Public
CERTIFICATE
I. the undersigned, Secretary of THE ilOTNA CASUALTY AND SURETY COMPANY, a stock corpo,ationol the
Stlte of Connecticut. 00 HEREBY CERTIFY that the foregoing and attached Power of Attorney and Certificate of Authoritv romains in full force and
~::;r~~been revoked; end furthermore, that the Standing Resolutions of the Board OIDOi/ectors, as sot fonh in the Cenificateof Au~o-h-now
nd Sealed at the Home Office,of the Company, in the City of Hartford, St8t 0 Connec1tcut. Datej$JthiS c.::::: ~ &'d.f1av of
\.. Z~CUJ'.t,. ,19 fl /';:'::":'~""'<" S.
, \}. ...t~~~.(l t:.l Bv
"',.'~. ,..~',/ Secretary
."'.....,,,.... PAINTED IN U.S.A.
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'(1)CASH: H~I;;;;~;;;'nly.Iii8TOCK: L;"ln detoll cve~;;;;;;', or p("err';',~ertJflce~i,~: :.',
warrant or oth~r rights found III box. SIDell all! to ~e deslgnatod by nome of cf)mp..)!.,cPr1lfl~lf':il'; ,I',
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CDMMONWEAL TH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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(Instmctiofls on Rl.'VL'rSl.' Sido)
Estate of
WILLIAM H. BUBB
ITEM
NO.
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
YALUE
DEPARTMENT
YALUATION
{OFFICIAL USE ONL Y!
1. Household Goods - sold
2. Cash
3. 4 - Buffalo Nickels - appraised value
4. 4 - Wheat Pennies - appraised value
5. 2 - Commemorative Coins - appraised
val ue
6. Commonwealth National Bank
Statement Savings Account No. 11-0022219 7
Checking Account No. 112-110338-4
7. Fay Derr Kiessling Trust - final payment
8. Internal Revenue Service - refund
1980 income tax
9. Bunker Hill Apartments - Security
Deposit Refund
10. Survival Action Recovery
2675 Civil 1981 (settled 9/1/81)
175.00
5.00
.65
1.49
15.00
209.64
-0-
499.58
59.43
90.00
13 , 697 . 35
TOTAL
14,753.14
If additional spoce is necessary, use 8ll" x 11" sheets.
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material pari of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) No
2. Did decedent, within two 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 "Ves" or "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 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".) -
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "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".)
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 "Ves" or "No".)
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".)
nEV.4SJ (1.S'O)
COMMONWEALTH OF PENNSVLVANIA
, C,EPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
..
(Instructions on RWf!rSp. Sido)
Estate of
WILLIAM H. BUBB
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
,JOHN P. BURB I Rrothe.r Yes ....,,' .. r.on..4~~ ~~~''''11''
6552 Aoache Circle
Cincinnati Ohio 45243
.
-
..
"he above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
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REY.4114 EX+ l&-80)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
Ii] Original
o Supplemental
o Remainder
File Number
2"1-81-0107
Estate Name
.jiDJ.J.mn...li~l.1l.>-
Date af Death
November 27,-1280
Social Security Number 173-32-0310
REPORT OF INHERITANCE TAX APPRAISER
I, tho und.rslgn.d duly appolnl.d Inherilanc. Tax Apprais.. in and for the Counly of Cumberland
P.nnsylvanla, do respoctfully report that Illav. appraised Ihe real and personal property as repart.d in th. /oregaing
return 01 the valu.. s.t forth appasit. .ach item In th.last cOlumn"to Ih. rl ht in Sc~les "A", "B", "C", and "E"
Dated. November 9. 1981 C/~' . &"v(!;_~
INHE~ TANCE TAX APPR ER
ADJUSTMENTS REMAINaER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) $ 00+ 92+
Personal Property (Schedul. B) 14 10+
Jolnt.Hold P,operty (Schedule E) 20+
Trondera (Schedule C) 30+
TOT AL GROSS ASSETS 14.753 14
LeIS O.bts and Deductions 40. 93-
(SCH EDULE F)
CLEAR VALUE OF ESTATE
o Lif. Estat. RATE FACTOR PRINCIPLE VALUE COilE
o Annuity
FOR USE OF REGISTER ONLY
Tax. on $
CODE
COMPUTATION OF TAX
S
S
$
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$
6%
Tax on $
15%
Tax on S
Tax on $
Tax on $
Exemptions
Total Estate
TOTAl. TAX
INTEREST FROM
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TO
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S
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
TAX CREDIT
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INTEREST FROM
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
____r~ULINE M. CASTLE
I.
J
55:
according to law, deposes a"d says that she ~nis.tr.a.l:.tix,-c....'l' .A.
__________ 01 the Estate 01 WILLIAM H. BUBB
late 01 _Borough__ of._Camp_HilL_, '_____, Cumberland County, Pa" deceased and that the
within is an inventory made by --her----- __ __ '. the said..Adrninistratrix
01 the entire estate 01 said decedent, consisting 01 all the personal property and real estate, except real estate outside
the Commonwealth 01 Pennsylvania, and that the ligures opposite each item 01 the Inventory represent it's lair value
as 01 the date 01 decedent's death,
being duly.
sworn
~wnrn t-n
O,~,J!.d~'-
and subscribed belore me,
a~~le~
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Pauline M. Castle, Administratr~x, C.T.A.
-Emle~~i]er Court. Lot 3
13
19 -1;1_
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',{y c.ommiasioD Expires Dec. 21, 1981
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Date 01 Death
j
Camp Hill, PA 17011
Address
27th
November
1980
D.y
Month
Year
INSTRUCTIONS
I, An inventory must be Iiled within three months alter appointment 01 personal representative,
2, A supplement inventory must be Iiled within thirty days 01 discovery 01 additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act 011949,
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COMMONWEALTH OF PENNSYLVANIA [.
COUNTY OF CUMBERLAND J
55:
_.---1'l>.!Lr. IN~~-"- CA~'rLI':._
being duly sworn __ according to law, do poses a"d says that sho .ifL..Adminis.tJ:.a.ttix.,_C.....'l'.A.
_____.__..___ of Ihe Estate of WILLIAM H, BUBB
late of _..BoroQgh".ofCamp.HilL., ........-., ._____, Cumberland County, Pa" doceased and that the
within is an inventory made by --.her----------- ,.,___, the said.Admj nist.r.ill;,ili
of the entire estate of said decedent, consisting of all the personal proporly and real estate, excopt real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Invenlory represent ii's fair value
as of tho dato of decedent's death,
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and subscribed before me,
__e<~/;'I e~
Em'lhtx~!RiJ>i!tI)t'R!(
Pauline M. Castle, Administratrix,
-Emle.ta.TLailer Court, Lot 3
13
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:mTAR1 pU~L16.) ~
. J.y Commlu5iOI1 ::Spites Doc. 21, 1981
~''''YU.' Pa. Cwuberlond Coun~
Dale of Death
j
Camp Hill, PA 17011
Addren
27th
November
1980
Day
Month
Year
INSTRUCTIONS
I, An inventory must be filed within three months after appointment of personal repr.sentative,
2. A supplement inventory must be filed within thirty days of discovery of additional assets,
3, Additional sheets may be attached as 10 personalty or realty
4. See Arlicle IV, Fiduciaries Act of 1949,
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
NO. 21-81-107
IN THE ESTATE OF WILLIAM H, BUBB
LATE OF CAMP HILL BOROUGH
ACCOUNT OF
PAULINE M. CASTLE, ADMINISTRATRIX,
C.T.A.
STATEMENT OF PROPOSED DISTRIBUTION
Balance for Distribution as
Per First and Final Account -
$ 9,240.61
DISTRIB UTION
TO: JOHN P. BUBB
Entire Residue
$9,240.61
STATEMENT OF REASONS
Decedent died testate survived by a brother named above, the
sole beneficiary under the Will. Distribution is, therefore, made
in accordance with the Will of the decedent.
rY~'-J-//, p~
PAULINE M. CASTLE
COMMONWEALTH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
I, Pauline M. Castle, the within Accountant, being duly sworn
according to law, depose and say that the Statement of Facts set
forth in the foregoing Statement of Reasons and Statement of Proposed
Distribution are true and correct.
Sworn to and Subscribed
,'....."'Il/U..lll ',' ~
beJ;.clJreil:nie.;,.tJi'i,., , 1;3* I day
.- ,..1."1.. '.,' 'l....~. .. "','1 .,:"~,
/ ->'~-f.l\;\.'..:J ~~.... ", .,.., ? ;.?'o;, :)'ft..
:f"':X""'t"~"';e."." ':tf"""1981
a I"VI,;,; 0 ,t::",L,i"'.M.'.~'1Y;l": .
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~ 1;~'~r~~i?~;~gF,~ ,~:".1 ,r;;d~~;)~
(?a,u-4,.:...c:,J-nl. ~ d7Ze
PAULINE M. CASTLE
~
", -',7;_, (NOTM....PiJ$C
'~IJI....k.prrQ.:D.., 21,1981
14,. "Po :-:r...,...,euiiworlQll<! CouIlU
Le~,." .~.,..,
Ll6[R 100 I'm 128
2/9/81
2/20/81
3/17/81
3/20/81
4/10/81
4/13/81
4/13/81
8/26/81
9/1/81
9/1/81
9/1/81
9/1/81
9/1/81
10/81
10/81
R;!serve
PRINCIPl\L RECEIP'I'S
Inventory Filed
Per copy of Inventory Attached
Commonwealth National Bank - balance in
Checking-Savings Acct. when closed 3/10/81
TOTAL PRINCIPI\L RECEIPTS
PRINCIPAL CONVERSIONS INTO CASH
NONE
TOTAL CONVERSIONS
PRINCIPAL DISBURSEMENTS
Active Insurance Services - Bond Premium
Register of wills - Letters of Administration
Cumberland Law Journal - Advertise Letters
Patriot-Evening News - Advertise Letters
Pa. Dept. of Revenue - decedent's 1980 income
tax
Commonwealth National Bank - return of pension
check deposited after death
Register of Wills - Short Certificate to
attach to Internal Revenue Refund request
Register of Wills - Short certificate -
close bank account
Commonwealth National Bank - balance due
on decedent's loan No. 30-07-25585-8
Bank of pennsylvania - return of portion
of Pension checks deposited after death
Commonwealth National Bank - return of
Veterans checks deposited after death
NCO Club Branch - New Cumberland Army Depot
, balance of decedent's account
pomeroys - balance decedent's account
Register of Wills - File Inventory, Debts
& Deductions & RCC forms
Notary Fees - all documents
Bell of pennsylvania - decedent's account
for December 1980
Pauline M. Castle - Administratrix Commission
Myers, Myers, Flower & Johnson - attorney fee
Register of Wills - Inheritance Tax
Reserve for close-'out costs
TOTAL PRINCIPI\L DISBURSEMENTS
L1Slf: 10U rm 125
-2-
$14,753.14
413.96
$15,167.10
NONE
-"
35.00
26.00
18.00
26.85
30.10
204.20
1.00
1.00
1,127.34
625.51
300.00
123.50
332.67
15.00
3.00
18.37
1,054.00
804.00
1,063.81
100.00
$ 5,909.35
Inventory of tl10 ,e,,1 "'HI pur~on,,1 c~l"le of
WILLIAM II. UUUU
,___. deceased
~- - - ..- ... -.-.-.------- "-----
. _.~-_._-------_.._-----.
1. 4 - Buffalo Nickels - appraised value
2. 4 - Wheat Pennies - appraised value
3. 2 Commemorative Coins - appraised value
4. Bunker Hill Apartments - security Deposit refund
5. Fay Derr Kiessling Trust - final payment
6. Cash
7. Household Goods - Proceeds of sa1~
8. Internal Revenue Service - refund 1980 income tax
9. Commonwealth National Bank
Statement Savings Account No. 11-0022219-7
Checking Account No. 112-110338-4
10. Survival Action Recovery
2675 Civil 1981 - (settled 9/1/81)
TOTAL
l1B[R iOO rAGE 126
.-- - -.--
.65
1 49
15 00
90 00
499 58
5 00
175 00
59 43
209 64
-0
13,697 35
14,753 14
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GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incllrred by tlm 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 feos, fiduciary fees, funeral and burial expenses including tl,O cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subjoct to the approval of the Regist2r of Wills with whom the
Inheritance Tax Return is filed, Evidence to Sllpport 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 hOllsehold 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 "fami Iy 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 bV the person who has assumed the responsibility for paying the debts,
19. If line 18 is greater than line 17, enter the differencG on line 19. This is the OVERPAYMENT.
A. DCheck here if you are requesting 0 refund of your overpayment.
20. If line 17 is greater than line 18, enter the difference on line 20. This is the BALANCE DUE.
A. Enter the interest on the balance due on line 20A.
B, Enler the 10101 of line 20 and 20A on line 20B.
Moko Chock Payablo tal Rogl...r of Will., Auont
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH."
Under penalties of perjury, I declare that I have 8xnmined Ihis r.'urn, including accompanying schedules and stalomentl, and to the best of my knowledge and belief,
It Is tru., corred and complele. I declar. that all real estol8 has beon.rlWPrtod Q.t true "l~tket xplue. O(ltloration of preparer olher thon the perlonal representative is
bo.edon al . for 10 ~w~pre rhalonyknowledge. b:J~;l ApaCne c~rcJ.e /-d,. . 7e:::'.~
0""~ . Cincinnati, Ohio 45243 ~ /4f-,/~;:;J
E 1'0 51 LE FOR fJLING RETURbl. t 1 ADDRESS /OATE .
, urv~v~ng ne~r-a - aw
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
BURIAU 0' EXAMINATION
P.O. BOX 8327
HARR1SIlURG, PA 17105
/I- ,.)0 / - 3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FILE NUMBER
21-81-107
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DECEDENT'S NAME (LAST, fiRST, AND MIClDlE INITIAL)
DECEOENT'fI ADOREflS
BUBB, WILLIAII H. 1107 Yverdon Drive
SOCIAl SECURITV NUMBER lDAIE OF DEATH Camp II ill, PAl 7 0 11
173-32-0310 11/27/80 C.'"'l CUMBERLAND
01, Original Relurn I U 2, Supplem.ntal Relurn ,- 0 3, Remainder Re'u,n
04. life Estate 0 40. Future Interest Compromise 05. Federal Estate Tox
Return Required
_8. Tolal Number of safe deposit boxes
~6. Decedent died testale 07. Decedenl maintained 0 living trust
IMoch co of Will) (ANach copy of Iru.11
ALL CORRUPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE IlIRECTEIl TO:
NAME C. Roy Weidner, Jr. AD-DRESS
Myers, Johnson, Duffie & Weidner P. O. Box 109
TELEPHONE NUMBER Lemoyne, PA 17043
(717) 761-4540
STATE
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CITY
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1. Real E.late (Schedule A) ( 1)
2, Slack. and Bond. (Schedule B) ( 2)
3, Clo.oly Held Slack/Partnership Intere'l (Schedule CJ (3)
4, Mortgage. and Note. Receivable (Schedule D) I 41
5, Ca.h, Bank Depo.lts & Miscellaneous Personal Property( 5)
IScnedule E}
6. Jointly Owned Property (Schedule FI ( 6)
7. Tran.fe" ISchedule G) (Schedule L) I 7)
8, Total Gro" Assets (tala I lines 1.7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9)
Expenses (Schedule H)
10, Debts, Mortgage Liabilities, Liens (Schedule I) (101
11. Tolal Oedudions (totai lines 9 & 10)
12, Nol Value of Estole (line 8 minus line 11)
13, Chorilable and Governmen'al Bequests (Schedule J)
14, Net Value subjed to lax (line 12 minus line 13)
15. Amount of line 14 taxable at 6% rale (15)
(include values from Schedule K or Schedule M) 16 347 50
16, Amount of line 14 taxable at 15% rale (16)"
(include values from Schedule K or Schedule MI
17. Principal tax due (add tax from line 15 plus tax from line 16)
1<l:Li:.1 V t.['
17.250.00
MAY 1 7 1985
MYERS, MYt:RS, FLOWER
& JOHNSON
I gl
17,250.00
902.50
(11) 902.50
(121 16,347.50
(13) -0-
(14) 16.347.50
X ,06 =
X .15 = 2,452.12
(17) 2,452.12
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Amount Paid
Discount
Interest
18. Talal Prior payments:
+
(18)
(19)
(20)
(20A)
120BI
~,4S~.1~
P. O. Box 109, Lemoyne, PA
ADDR'" 17043
REV.lI~l1 EX. (7-83)
COMMONWEALTH OF PENNSYLVANjA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ITEM
NUMBER
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
BUBB, WILLIAM H.
FILE NUMBER
21-81-107
Administrative Costs:
DESCRIPTION
AMOUNT
A, Funeral Expenses:
1,
B,
1,
2,
3,
4,
C,
1,
2.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year CommlssiOllll Plid
Attorney Fees - Myers, Johnson, Duffie & Weidner
862.50
Family Exemption
Claimant
Address of Claimant at decedent's death
Relationship
Probate Fees
Miscellaneous Expenses:
Register of Wills - file Inventory & Inheritance
Tax return
Reserve for close-out costs
15.00
25.00
TOTAL (Also enter on line 9, Recapitulation)
$
902.50
(If moro epaca Is n..d.d rn'.rt addltlonal.heet, of lame 'Itel
COMMONWEALTH OF PENNSYLVANIA I.
COUNTY OF J
__._--I.()I:I~__EL.J3_UBI!...__
$5:
--....------.-------
being duly __6.Wllrn,-_ _____ according to law, deposes and says that he is the surviving
.E..e.ir:!!.t-..!_<l:~______n____________ of the Estate of William H. Bubb
late of ___~a_st_ Pennsl:>(Jro T()~_!l~~_I?___n , Cumberland County, Pa" deceased and that the
'h'" d b John P. Bubb h . surviving heir-
wll In " an Inventory ma e Y ____.."__ -- -, t e sold L Ian
of the entire estate of said decedent, consisting of .11 the personal property and real eslate, except real ~;tate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
es of the date of decedent's death,
Sworn to
'-piJ&.o- / 'f
'-t jri/ (laM-(
EVA C/,;iUL S ,-:~U,
tD'~.r:l rl;n:.~,,~~: ::.1 ;:-.;!
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and subscribed before me,
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John P. BUbb, Surv~v~ng He~r-at-Law
6552 Apache Circle
-
19 l$' ')
--
_ Mas
Cincinnati, Ohio 45243
Addr."
November
Month
1980
Dote of Death ___.-ll...t.h_
Day
Vur
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 a..ets,
3, Additional sheets may be .ttached as to personalty or realty
4, See Article IV, Fiduciaries Act of 1949. 1(t.lt.1 V t L-O;
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~ REV, 1547EX (11-84)
COMMONWEAltH OF PENNSYlVANIA
OEPARTMENT O~ REVENUE
BUREAU OF EXAMINATIOh
P.O. BOX 832"/
HARRISBURG. PA 11105 DATE
ESTATE OF BUBB WILLIAM H FI~E NO, 21 B1-0107
DATE OF DEATH 11-27-BO COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREIlIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WI~~S OF THE A80VE COUNTY, MAKE CHECKS PAYA8~E TO "REGISTER OF WI~~S.
AGENT" ,
NOTICE OF INHERITANCE TAX
APPRAISEMENT, A~~DWANCE OR IlISA~~OWANCE
OF IlEOUCTIONS, AND ASSESSMENT OF TAX
ACN
101
C ROY WEIDNER JR
MYERS ETAL
PO BOX 109
LEMOYNE PA 17043
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
'!~'!: _A~g~!, _ ,!:HJ~ _L!NJ:_ _ _ _ _~_ ~~! ~I~ _1,.C?'I!'~R_ !'9':1,!:19~ -':.OJl. Y9~':I.F!.E.CP!l!?~ _ ~ _ _ _ . . _ _ _ _ . _ _ . .
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV, 1547EX (11-84)
ESTATE OF BUBS WILLIAM
A~~DWANCE OR OISA~~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ACN 101
IlATE 07-22-85
H FI~E NO,21 81-0107
TAX RETURN WAS: (X I ACCEPTED AS FI~ED ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISEIl VA~UE OF RETURN 8ASEIl ON: 1 SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) ( 11 .00
2, Stocks and Bonds (Schedule B) I 2) .00
3, Closely Held Stock/Partnership Interest ISchedule C) ( 3) .00
4, Mortgages/Notes Receivable (Schedule D) I 4) .00
5, Cash/Bank Deposits/Misc, Personal Proparty ISchedule E) ( 5) 17,250.00
6, Jointly Owned Property (Schedule FI ( 61 .00
7. Transfers (Schedule GI I 7) . DO
B, Total Assets ( BI
17,250.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10, Debts/Mortgage Liabilities/Liens ISchedule II
11. Total Deductions
, 2. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was Issued previously, ltnes 14, 15 and/or 16 and 17 wtll
reflect figures that tnclude the total of.AlL returns assessed to date.
ASSESSMENT OF TAX:
, 5. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
( 9)
(10)
902.50
.00
1111
(12)
(13)
1141
902.50
16,347.50
.00
23,439.59
.00
3,515.94
3,515.93
(15)
(16)
.00
23,439.59
X,06=
X,15=
1171
PAYMENT
DATE
10-16-81
05-17-85
RECEIPT
#
DISCOUNT (+)
INTEREST (-)
28.83-
532.60-
1,063.81
2,452.12
AMOUNT PAID
069760
147054
INTEREST IS CHARGED FROM 05-18-85 TO OB-06-85 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BA~ANCE OF TAX ClUE
REVERSE SIDE OF THIS FORM.- INTEREST
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITiONAL INTEREST TOTA~ DUE 568.89
!IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" lCR), NO PAYMENT IS REQUIRED)
561.43
7.46
r' (""
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'E~I .!: I :).,:
RESERVATION: Estates of decedents dying on or before December 12. 1982 -- If any future interest in the estate is
transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate
for life or for years; the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collateral) rate on any such future interest
PURPOSE OF
NOTICE: To fulfill the requirements of Section 1740 of the Inheritance and Estate Tax Act, Act 255 of 1982 (72 Pa C,S,
Section 17401,
PAYMENT: Det.ach 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, lllnstructions for Inheritance Tax Return for a Resident
Decedent. II
--Make check or money order payable to: REGISTER OF WILLS, AGENT,
REFUND (eRl: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV- 131 3l. 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 Harrisburg - (7171 233-3443, in Philadelphia - (215) 351-2065,
or in Pittsburgh - (412) 565-3601,
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of
tax (including discount or interest) as shown on this Notice may objoct within sixty (60) 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 17105 OR
--by election to have the matter determined at the audit of the account of the personal representative OR
- - by appeal to the Orphans' Court
AOMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau
of Examination. P.O. Box 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit. See page 3 of
the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation
of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent 15%) discount of
the tax paid is allowed.
INTEREST:
Interest is calculated on a daily b.ilsis at the
Delinquent Date
5/27/43 to and including 12/31181
111/82 to and including 12/31/82
1/1/63 to and including 12/31/83
1/1/84 to and inCluding 12/31/84
1/1/85 to and including 12/31/85
following rates:
Interest Rate
6%
20%
16%
11%
13%
Daily Interest Factor
,000164
,000548
.000438
,000301
,000356
--Taxes that became delinquent on or before December 31. 1981 will maintain a constant- interest rite until the
delinquent balance is paid in full.
--Taxes that became delinquent on or after January 1, 1982 are subject to a variable interest rate that ctanges
each calendar year,
--Interest is calculated as follows:
INTEREST . BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculltion to fifteen (15) days
beyond the date of the assessment If payment is made after the interest computation dlte shown on the Notice,
additional interest must be calculated.
J .... '0'" ,n-..'
COMMOhWE.ALHI Of PENNSYlVANll.
OEPllRTtJENT OF REvENUE
!IUREJ.U O~ EXAMINt.TION
P.O BOX "" RECORD AD.JUSTMENT
HllRRtSCURG, PI. 17105 DATE Q9-16-85
ESTATE OF BUBB WILLIAM H FI~E NO, 21 81-0107
DATE OF OEATH 11-27-80 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREIlIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WI~~S OF THE ABOVE COUNTY, MAKE CHECKS PAYAB~E TO "REGISTER OF
WI~~S, AGENT,"
INHERITANCE TAX.
ASSESSMENT
CONTRO~ NO,
101
C ROY WEIDNER JR
MYERS ETAL
PO BOX 109
r,EMOYNE PA 17043
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
l!~'!: _A..L9~~_ ,!:HJ~ _L!~E_ _ _ _ _>><:_ _ _ -"~E.:rt-~N_ ~9~~f! _P.o_R.:r~O.N_ ~9f! }_O_UJl_ '3~~~R.o.s_ - - - - - -~- - - - - _.
REV, 1593EX (11-84) __INHERITANCE TAX RECORD AO.JUSTMENT--
ESTATE OF BUBB
WILLIAM
H FI~E ND.21 81-0107
ACN 101
DATE 09-16-85
ADJUSTMENT BASED ON:
ADMINISTRATIVE CORRECTION
VA~UE OF ESTATE:
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6, Jointly Owned Property (Schedule FI
7, Transfers (Schedule G)
8. Total Assets
( II
( 2)
( 31
( 41
( 5)
( 61
( 7)
.00
.00
.00
.00
29,753.14
.00
.00
I BI
29,753.14
OEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule HI
10. Debts/Mortgage Liabilities/Liens (Schedule I
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. NF.!t Value of Estate Subject to Tax
( 91
(10)
902.50
7,661.05
(Ill
(121
(13)
1141
8,563.55
21,189.59
.00
21,189.59
TAX:
15. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
(151
(16)
.00 X,06=
21,189.59 X,lS=
(171
.00
3,178.44
3,178.44
PAYMENT RECEIPT DISCDUNT (+)
DATE # INTEREST H
10-16-81 069760 26.D6-
05-17-85 147054 459.55-
05-17-85 ABATED .00
AMOUNT PAID
1,063.81
2,452.12
355.82
TOT A~ TAX CREDIT
BA~ANCE OF TAX OUE
INTEREST
. IF PAID AFTER DATE INDICATED SEE REVERSE FOR CA~CU~ATION
OF ADDITlONA~ INTEREST TOTA~ IlUE 207. 70CR
(IF BALANCE DUE IS ~ESS THAN $1 OR IS REFl.ECTED AS A "CREDIT" (CRI,NO PAYMENT IS REQUIRED)
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 for Inheritance Tax Return for a Resident
Decedent."
--Make check or money order payable to: REGISTER OF WILLS, AGENT,
REFUND (CRI:
A refund of a tax credit. which was not requested on the Tax Return, 'may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-13131, Applications are available at the Office
of the Register of Wills, any of the 24 Revenue Field Offices. or from the Department's Forms Service Unit 24
hour Forms Ordering telephone lines in Harrisburg - (7171 233-3443, In Philadelphia - (2151 351-2065,
or in Pittsburgh - (4121 565-3601,
REPLY
TO,
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Examination, P.O. Box 8327, Harrisburg, PA 17105. AnN; Post Assessment Review Unit.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
INTEREST:
Interest' is calculated on a daily basis at the
Delinquent Date
5/27/43 to and including 12/31/81
1/1/82 to and including 12/31/82
1/1/83 to and including 12/31/83
1/1/84 to and including 12/31/84
1/1/85 to and including 12/31/85
Daily Interest Factor
.000164
,000548
,000438
.000301
.000356
following rates:
Interest Rate
6%
20%
16%
1'%
13%
--Taxes that became delinquent on or before December 3 1, 1981 will maintain a constant interest rate until the
delinquent balance is paid in full.
--Taxes that became delinquent on or after January 1,1982 are subject to a variable interest rate that changes
each calendar year.
--Interest is calculated as follows:
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 days
beyond the date of the assessment. If payment is mDde after the interest computation dale shown on the Notice,
additional interest must be calculated.
A proper investlgotion hos disclosed: 1",/),,~,,:, z6a~"",;-1 /;';' oo{~ ,10 L<,.e..,{J//'i!./pJ
k~ a .~ pcJf ~ ~ ~ C~~t;{ ~~, P~4;,1 ('!u~1..t..tJ
tJ,1~ fZ/nfi1Altw~~ ;/It? /1 c:'O fJ~:I jtj[S t7h.- t.ijv,j.!Il.;/fl,f-J:
rL"/lhlAA~Ph~];~-v.-d/l~jJ I?% h J()~I4/. (i~,t;:.,,;;J' ,1;,;.:
II 'L1 . j)
l~1i. ,~1:(;" //M.A~;ie;/ /;;)!e 17~~ .:1/; /1fl-?-nd.;'~~f.le-t-c;-rJ I ~ ~
L t "
,~ 7, If!@..;t- ab~ 17 /frS~':tt tE41-trwJil),>.S-:f~.
(j / 1 /
Approvol recommended by ,,/
(TITLE)
Approvol Recommended on .0,.1 /.(;~.
. "","ATE) 7 . .
Signed :O~~;E::~:::C~ o{:::Z//'
CEPARTMENT OF' REVENUE
APpro~
Signed
F R ATTORNEY GENERAL