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HomeMy WebLinkAbout81-00116 \1 . " >< ~ ( ~ ~ . . H .., ~ I tl 0 p:; ,... , CO - '. 0 ,.. .C\I " ~ - . .3 r-l " 0, tit Z LIJ '.l- i{) C;' ,'""t>., (,; ~ Vl:;': (.-, a... , -, IJ.. ZI:') U_" CV) ~z <T \ -~ ~ :-..::<( CJl:. g;_J w..;. ~ 01-' ciffi Q:(.I) 'm 0- :<:- u'" cc':" ....w ~ w'" ",'" po -'u '-' /} 0" ,..... .~ ,'" OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of Cumberland, personally came Zelda M. Heller who, being duly sworn , do es depose and say that as EXecutrix of the last Will and Testament of Nellie I. Rife, she deceased will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligenlly comply with the provisions of the law relating to Transfer Inheritances, Sworn and subscribed before me, Feb. 13 81 A"D" 19_ ;J!J!;i7J:jt:::t. Register L :::'" f. ~ c: If'! I,: C;I ~i ~ c., hi (' a... cue) :ClJ lXl: ", . t,.; 1Il ~~, ~';l:~ 'o:l Ol C'){ CV) '" -~ ~.. c~c~: ~ :r:::i; :~ lU~;..' Cl: ii.-I :'" 01-- ,0 0:'" /:t' ocr: .,...1 OCj .~co <'>w &:,1: ~o: - -::;, Ltl' l'O ~<.> U. '-' lXl' ~ 0 Q), *1 &1 1': 'l"l ..!ld ~~ \0, -J 8 'l"l ~: H~ I:l:l >,: ~: -J - H: I: Q): - .. Ill: ~: - .~ U: :I: lXl: ~ ;:11 ::: ...: H: I: ~: .: ~1 ,.Q: T-! ~. ~i ,~ OJ: CO N 't:l Ltl, ""1 '" . : 0 't:l \0: ... *1 T-, z 0 " (\11 .2l ~ ~ 1l ~ 'g .... z ,~ l"il '" Po. r... DECREE Be it remembered that on the 17th day of Nellie I. February AD 1991 h b d ' , " -, t ere was pro ate and recorded the last Will and Testament of Rife Shippensburg late or , Cumberland County, Pennsylvania, Zelda M. Heller Deceased, Letters Tes tamentary were granted to Witness my ~and aQd official seal the day and year aforesaid, ~~//~n,'~~ I~ Register ~g '\.' ,&...~,( (t.;(:. ~~ \9. ~~ ~" ,j ',.:;./ -: ~,'J/J,.. , ,j .;1-,' .-/, ' " ' '-d t' ,.(.,/(''- /VJ:. 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I. d L '1. / / JII}" ,.ti..€h",-)", {,ci;:lL , (' " J ;f. {!Ckcd / 'j. eLL; ,...r' ' J' /( (iC': . 10: v1:i"-l (",i",kC:i,/ ~I C'((, ~ ' 1,<, {i ;.' 3 ~. :; , oS J ,J:n"l0-t..,';1' J1./:i-;"c[,v (...:i..,...............J ...,....- , C' , I" 1'(" /..' /) / .. J c: ,tJ:" l <) ,/ I\. '-j'- '-- I I' c~ v. rr ,/<'''',... ....... ~ (.. /;'/" ..-", 7J " /t':..;7Ict.."....~.t-'--L<::...'-'.l.c....,...... t )'-L.,L.'..-'-r: LLL{~. ~k~.,['1 ,;f"~,"~. JJiCJ!.<-J. Fe;" Iw,- ./.""r /(,:," ,'. ;,/; ,. l} / / I) {1.J(Ltt..:,,7 I \ /-1v- 17u'j,~L:..tL i;-r ~'- I r (\....c \:it{ "'JI- (i(-) C~l.,- (.IIM?) ,'1 o:'l o-F ",:0 c::'" ~ :P' ('1~ '" "" ~ me t:~t:"l :,,;0 ~::":I co -tl.:' 'G ; ",IT'I ,.~ - '~t,;O:.:J S~~. W ;1:-.J (I'''; l:-r, ~';:l In -0 <.~ (., ,~ ..;;-;) :Ie;. r' .. ' UI ''l\:~ ':C> .'1'1 ..; . t . , Z l'o ~ 9 III l- N '" :J !: "" u ~ 5 . ..... H 0 . ~ a: ~ >- ~ z "" . Ii H ~ . 0 ., " 0: '" ~ Z . ~ H " Z m -' 0 0 III -' W ~ ~ Z '" ID w z 0 z ~ ... ~ 0: . i: " ii: III .' ;; . ., APPRAISEMENT OF PEI1S00AL PROPERI'Y NELLIE I. RIFE ESTATE Setting for eight, stainless steel tableware Seven piece 25th Anniversary dishNare set Ruby glass pitcher signed "To Mother, Atlantic City, 1907" Eight piece gold trimred table center set (pitcher, four glasses, creamer, sugar, spoon holder & covered butter dish) 36 piece Cape Coo glass dishNare set Setting for eight of Royal Wheat pattern china dishNare set Two matching rose pattern design vegetable dishes @ $25.00 each 'Two piece tea set signed Japan Two solid botton half spindle plank bot.tan chairs @ $45.00 each Oak reeker and matching side chair with cane seat and rung back @ $60.00 each Solid cedar chest Walnut stand with drawer (nightstandl Cedar chest in front bedroan Oak solid botton arm rocker (botton split) Canmon costume jewelry Miscellaneous canm::m bedding and linens 'l'OI'AL AMOONT $ 25.00 75.00 175.00 195.00 175.00 2l0.00 50.00 55.00 90.00 l20.00 95.00 75.00 60.00 45.00 20.00 25.00 $ 1,490.00 QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, maim any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" 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 "Yes" or "No",) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the fOlloWing information: a. Age of decedent at time of transfer. N/A b. Copy of death certi ficate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiVing a valuable or adequate considbration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) No a, Was there any possibility that the property transferred might return to transferor or hiS/her estate or be SUbject to his/her power of disposition? (Answer "Yes" or "No".) No b. What was the transferee's age at time of decedent's death? N/A 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressiy or impliedly reserves for his/her life or any period which does in fact end before his/her ' death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) &-. b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) N:l 6, If the answer to five b, aixlve is "Yes," state whether the right was reserved in decedent alone or others. N/A ], Did decedent in hiS/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No",) No 8, Did decedent, at any time, transfer property, the bElleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) N:l 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? (Answer "Yes" or "No".) No INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tangible and intongible property are to be included, List real estate first, 1, Describe all real property as indicated in the instructions lor Schedule "A", Describe ali personal property as indicated in the instructions lor Schedule "B", Include the name, address and relationship to the decedent of the co-owner (s) and the date the joint ownership was established, 2, Indicate the total market value of the jointly owned property, 3, I ndicate the percentage of the decedent's interest, 4, Indicate the market value of the decedent's interest, c '" <:i (') > t"1 > ~ z ;" 0 0 0 <.n 0 C'l 0 c: 0 -l Z '" Z t"" t'1 t'1 > 0 - 0 t"" ~, Z :;;l - Z Z M -l t"'1 -l 3 9 9 -l ><: <.n M Vl % 0 <.n 0 -' 0 "1 "1 ~ ~ to. ~ 0 L" ':j W, , 5 ':j c,: - t...... . z ("l L'~l" ;; 0' C"', Cjt.: t"" lJ.,1l:.: c. c::: 0'''' c. "-:' Vl o::cr, .,: t'1 ",-' (.)1..:1 I":' 0 ""W 0::0:: ~ ,'. z lP _I ~\ :< ><: ><: ..... t"'1 t'1 ;" ~ :;;l \,,'I! I "" "' ~ ~ .".. ~ ~ ex: Q) <: "" ,,' Z ~ ~ ,,., b!I ro 0 >- 0:: ... 'M ::> ~. ''i; ~ . .0 <= tIl H '" > oj ... ;:l <:: .... ;Lr-I OJ OJ ... M ... ..l 'M 0. '" OJ ~ 0 <: .... 0. <:: .0 C\J - .... 'M <:: 9 u z OJ .c: OJ - Z U) p.., u ~ 0 ~ - 0 ~ ..... ex: ~ 0 ~ 0 '"' 0 CIl Z ci tIl CIl >- '"' 0 - ~ z '"' ~ '"' w Z Z 0 - ex: z ::<: ::J ::; 0 ;:: 0 ~ ~ z z ;:l u (,:J Z - ~ tIl ~ 8 0 <: ~ w 0 "" :l i '. J' ~ ~J J.' "l '. " .- . ' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: being duly ,__ swDr!!.___..______ .ccording to law, deposes and s,ys thatShe _,j,_s_th~~~gj,>{--..- ..,-,-- _____,___,_________ ____..__________ of the Estate of Nel]J~J_'_Ri.fe,__,__ late of Borouqh of shippensburg. , Cumberland County, Pa., deceased and that the within is an inventory made by __,_ ____hE!r ____'__m..________ --- -,------, the said_J:xeC!Jtr~,-- of the entire estate of said decedent, consisting of all the personai prop.rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death, ____\l~lda /01" 1i1:3]..l~ , _ __.._ ________..__._____..___. _._____" .,__.~_+_ _'0-_-'- <P'? /J I: --ff"R.~,x", ,-??, .. .tf.d.pR.d___ Executor'~ :{I(/ _Pos,LOffice_Bax----5.46-___ ""'''''f'''''''F 'I> '1", 1.;' ,.!'~_V~lley, California 95946 ~I~~~ g., ;:... 'L".w~,,: "" Add.... i " I I Jtj Date of De.th _________4~_ ___________________F~rual}'__ 1981 --,---- D.y Month Year INSTRUCTIONS I, An inventory must be filed within three months .fter appointment of personal representative, 2, A supplement inventory must be filed within thirty day' of discovery of additional a"ets, 3, Additional sheets may b. attached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949, 0 05 n~ ~ ;o~ ;::71 r<10 iilA "" 80 P'l~ -0 (1l::O I ~ ~~ :::1 ~.~ :;l r-; 11 I ->~ :;~; W "1 :> .: 11 I -, ' '1 I ;"':'1/1 -0 " -0 to., ~) '1 >- '~a m '~ I- W . ., ~ '" l- . ( w <I: ~ :a . <0 a.. I- u :>< 0 0 '" Ul m . ::l w w C '" ,.. J: '" . . . .!t I- a.. 'lj a.. t-:l " Z I- ...J U. . ' .; ~ co U. ...J <I: 0 H a.. j~ .!t I w 0 <I: w .<: ,;. Ii > z '" ~ ~ ~ N Z 0 c c 0 0 II '" z 0 '" U Z w <I: .... a.. -0 c . I - -.: 0 m .0 -0 -"< . E ~ ..!! 0 i . 0 0 ...J U u: '" Inventory of tho reol and personal estate of Nellie I. Rife deceased, Savings A=unt No. 047-297-2 20, The ~eoPles ~tiona~ a: of -~hi~~~~~ shippensburg, Pennsylvania :g, I 6,322 51 Accrued interest on above Savings Account No. 047-297-2 20 59 28 Miscellaneous household items, not sold, (see attached appraisement) 1,490 00 Proceeds fran sale of miscellaneous household itans 1,871 90 G. I.eanard FDg'elsonger Insurance Agency - refund on Insurance premium 16 00 I II I TOrAL 9,759 9 REV.4!5!5 (l.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,:JI .~' 1,//(, SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS *-.'" . "\ " " t> \ - ) ...y,-'-' .' --- .-_.~-~._--~=.:..::~.....__.._..._..~....-~;..:.:..."- File No. n-8l-ll6 Estate of Nellie 1. Rife Date of Death February 4, 1981 WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING: Relationship to Decedent Claimant ITEM DATE NAME OF PAVEE REMARKS AMOUNT NO, Bricker Funeral Herne Funeral Ex,...,nse 2 ,177 .00 C\lrnbel;'land laW Journal lIt'Iv , lR.OO News--chronicle Canpany Advertise Letters Testamentary l5.00 Robert J. yocun- Attorney ~~~~~ ~~st for pr~t~~~f_Wil1- ~ , Q nn Daniel D. Hershey, Appraiser Appraisement 20.00 Pennsvlvania Electric Co. Account 12.77 South Penn Gas Co. Account 1.82 united Telephone Co. , Account 9.62 !rhe Jay Dee Department Store Account 26.50 ~~~rpg~&l~~~~ cumberland ~e~grtlsernentt staE~~nt of Debts q.nn cons & nven 0 ~iLster of ~lills and Recorder F:\.l~ Account-ciDd SCl}egu1e of 100.00 of Deeds of CUlI1bel::land Co.. PA Distribution. Record Release ..--- ~bert J. YOCUll, Attornev Professional services Rendered 495.02 united Telenhnne rn, 22.43 - pennsylvania Electric Co. \Account 12.68 Bouth penn Gas Co. i'.ccount 2.70 CMard Etter "reparation of 'rax Return 15.00 ~ of w~1.J,!L9F Cumberland bh~~~ 2.00 ~orman H. Bricker Death certificates 6.00 - - TOTAL THISPAG~L__._.~,96~.~- Claimant's Address , hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes, ~) '. idY'1 1..7-f,'/ SIGNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ,~'/ &J 3 64 AT / .--- /) PERCENT, I'f~ 6-: /4' -,n 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 the cost of a burial lot, tombstone or grave marker, All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule, A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania, If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. r ." Cl n > t"1 ~ ~ z > 0 0 Cl Vl Cl n c:: Cl '"' Z ~ z 1= t"1 t"1 ;>: Z ;;;I > 9 9 z Z t"1 '"' t"l '"' z 9 '"' -< t"l - 9 Vl Vl Z 0 Vl 0 '"' 9 ." ." ::>::i ~ ~ 0 ." 0 ." - Z n ," - > ., .. .~ c.. t'" CV' {-' c:: Q, :r{~ Vl ". t"1 IL" :f~~~ 'i;~: ~ (V) 0 I~.l;.l. - U. J Z uJI..:...i Cl~.- 0 g5c: S; ~;J"; c... I L~J -< -< O(:j .., ';)Co. ~ t"1 t"1 <'>w ,x:~ ?;; ?;; ~n:: - ~ ~u u INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed, 3, Enter the date on which each debt was incurred and/or paid, 4, Enter the names of each payee, 5. Provide a brief explanation in the remarks column for each debt claimed, 6, Enter the amount of each debt being claimed, 7. The form must be signed by the person who has assumed the responsibility for paying the debts,