HomeMy WebLinkAbout81-00129
" \I U
c_ '. ,- (i;
t~ \ <:J I:
(..1;/ !if /I)d
r," 0;,1..)
I," ;Z:C1
l>,
('j l'I:l ..1.~-:'.
".:1\1 ... ~i
~I,t' tt
IV'
m ~.
ilO ~
tl
..
I'
'i'
OATil QIo' 1'lmHONAI, IlI<:I'RI';SI~N'I'A'I'IVI~
COMMONWLlAI:J'H OJlPENNSYLVANIA ,SSI
COUNTY 0(7 CUMIILlRLANI)
CumborJand, porWonlllly ~U11l0
swotn
who, bolng duly---,_
I' .
Boforo mo, tholi~glsl~r for t1.I~ I'tllblllo ,of WllIsund lIrunllng ol'Lollors of Adllllnlslrntlon In lInd for Iho CounlY,of
Mar9arel: V. Mabb
,d~.
Illxeouttix
doposo and suy Ihut as
Blane H. Hurley
doooasod
of Iho last Will and Tostamont of
.......,Wlll Ivoll and Iruly adllllnlslor tho 800ds and ohallols, rlahlsund orodlls of said doooasodaooordl111 to law,And
, 1:0'
also will diligently oon1jlly with Iho jlr\lvlslons ot Iho Jaw rolatlnalo TranSfor Inhorllanoosl3wornlQ'iid subsorlbcdboforo 1110,
,'. '., .. ". '... . "",
Febtuary 18 A,p" 19.J!L.
~
'l"l
,....
'9
,..
C\I
~
,
~J1g .' r d1~
-~(/iL~"~)
Rollsler
-
]
LI1
LL. (Xl
lIP
0 ; ~
en ..J
I ....J II! ~
~
~ ! ,S
l'l I
~
j
1
\'
DECREE
o
g~;
ca~
(<1'
"C!
p..;:";l
, . .tl
;t":;r:
~"I
(:;'iff';
('.1 ,
'1''j(J1
:~.:;'~;
1",'"
9! ":;0
~1
$] V~
" "
Ii r\
... 'It:'
co 'II',
L'!'-+'
"
~ "
, ,
,.....~ ,
,}1 ro
~
.~
1&1
~
Q
~
t
~
, ne It romombnred Ihal on tho 23rd
i, ",. . ,
" '
reQOrded tho laSI Will and T081amenl of
()~ooasod, 'Lol.lers T8It;amlltnhry were granlod to
Wltno88 my hanlJlal1d official soal tho day and Yoar aforesaid,
. ' ,
,day or F.br\1ary
Blane H. HUrley
IA,D,,19~! Ihore,was Pfobated Alld
lalo of
Newvi U&
"CuillborJa1ld C,QunlY, POllnsylvanla.
~arqar&t V. Mabb
~
0.')
,-;, ;
0(411, ' fI.~p
, , . . R,olls\or
"
OOMMONWBALTH OPPBNNSYLVANIA l.
OOUNTY OP CUMBBRLAND J
..1
. ...",,, ~'...., ..... .~9~Il:et.YL~R'_m~...__,. ~'_.'_H' ,,,,.,.... ..'.... '" ,_
b91n9 duly _-l>II':lrn.."..'", .... .-- ~9aardlng 10 I~w, dopOldl a"d I~YI, Ihat aho ,".t;I10_J))J{<;l,Q~l~r.,i.X._ ,~".~, 'H---..
-.....--,....;....."".,+.-,-.. or +1;0 eil~lo of _~~_~!1.9_!!'-~l!~leL.._______.___"_,,~,__
Ialo of H_i:l11il,~rn,\.1gl1 Q1!NIil\'lV~;I,;l.en._ '. u ,., Oumborland OounlV, Pa" deabmd and that the
Wllhln II an Invonlary m~do bV <<- .Margm:etLV._Mabb~~_".... ',.,._ .. ___."'_....", ,tho 1~ldJIDl.Q9.~,,_.___
of tho onllro ollalo af laid dooodonl,conllltlng of all Iho perianal prop'~lly and lOl.l ollal9, aKaopt real oltalo ouWqO
tho Oommonwoalth of Ponnlvlv"nla, ~nd Ih~1 tho flgurol,oppolllo oaah 110m of Iho 'nvontory loprolont It'd.lr valuo
01 of tho dato of doaodonl'l do~lh, '
alllJrn
_ .nd lublcrlbod boforo mo,
~AA'~H7'" . ~
r-'-."--r~;~d~lnllt"t.,.-._--,--.~-
N~ '3' t:.J 19.~U,_
. 'rJJtL 1l1, ~A- -m=. J" .-lUj).il92:LPtt.Y9.__.______,__.__..",
_.~ .l __
tJo"rA./f;. y F' t11S LIe I t r Council Bluffs, Iowa 5l50~
;t-\ r 1"','/111.11( ~.....,., eA'f' r.. (' .' '(Il("") ,H_' U ._- ~-'''_._H--Add,,"---_U
, ,
D.to of Death ----i~L.-~.,,-'-------~~~-.---,-c--l9(11 r..,
INSTRUOTIONS
I, An Invontory mUltbo flied wllhln throo monlhl ~ffor oppolnlmont i pOllonal r,prolonlotlvo,
f;
2, A 'supplomo.nt Inyonlory mUll bo lIIod wlfhln thlrlY' day. af dl,covory af oddlllonol olloh,
3, Addition a' Ihooh moy bo aftaahod al to pallonally or rOftlly
4, 5.. Arflolo IV, Fldu~larlol Aat of 1949, ,
1-,
,
",'I
,
[,
I..
(~.,
C;i,
(.AJI...'
(,:.'1";
~rj;
~li!
rr'
r.l
~"
~,
,
U:flJ
:~ ~lo;~
~~; If t:
:.J-;! 1\
i~;.UJ
~l9
tif 1,
~.J ;;1
J'-l
t~
~ '~ ~ i ]"
~
" w 0 ~ t!
I
j!: f ~ 'tJ i
~ f~
]'
~ ~
- d
z 1
O.f
:5 ' .
, .1
I
, III-
~ J
w
J ::=::-~'
UI'I/.<II4<1 U<t ~~"HH
COMMONweAL TH OP ,~eNNIYL VANIA
DEf'ARTMeNT OP RBYeNUe
TRANspeR INHBRITANcnTAX
RUIDeNT DeceDeNT
STATEMENT OF
FIDUCIARY
(In,truotlon, an R,y'r.. Sldo)
*'
.
-
...
-
u-
Eatate of ~
JUana II. IIUT:loy
Dato of Doa~1 l"sbruary .lLJ.98l
Soulal Soour! IY No. 204"Ol"6012
. Slato FIjh; No.
County Fllo No. 21"9l-l29
I.alt AMrOll\ _lfU:oJ:I<QJ:~ Street: --,.__
Newville. Pennsylvania 17241_
'ItlTVt tauHt 17,IPI
1, Deoedent died,
( ) Inteatoto(wlthout a will)
( X) Teatate (leaving a last will -~copyattachod)
2, II the filing of a Fudoral Estate Tax, Return required for thll utato? Yas--...:; No .JL._
3. . ( X) Executor ) Adrnlnlltrdtor
Name
M.nY'l)I'lt"r.'If. \1 Mnhh
Social Socurlty No,
'Addre.. --1J.16 Ilopi 'Driw .
cqlJl10il 131uffs
(CITYI
N,ame
John M:;(;roa III, r~9uiro
Telephone No.(717) 776~32ll
\1 03
.51501 'I,~ i~~
,"; ,~
(7.1"1 ,
\1 [) ; : ~ ,19 t':1Q
FiduciarY. '11'1 :~~ig
/"'q 'P;
. , '"" "
:? l\
, . , "
I",'j
.J
Iowa
I.HT",
4, AlI,cotrnpondence Ihould be mailed to (X ) Attornoy
'5. If an attorney Is ropralentlng thoostate, Indlcat"
AddrOlI _ 22 South High Street
M:Mtrl , " (:1'"
ICITYI
P~hnR.y1 ,mni.q
IITATAI
12'41
IZI'~'
1-1'11 all lafe depollt'box~. ;ell,lltorod'ln tho deoedent' I/Indlvlduql 'nameh or 'Iolntly wllh, or as 111 agel\1 or deputy
01 another, or In decedent I Individual nome with tlght'o 00001S by anot or os agent or deputy. ncludo the'noRle
and'addr... of,thebonk or other Il1stltutlon wher, the lafe depolltbox II located, the name (I) In, Which t~e box
II registered and the relatlonlhlp a/the lolnt holder. to the decedont.
NAMe ANP ADDRISS OF lANK OR OTHER INSTITUTION
IN WHICH OICIPBNT MAINTAINeD A SAPft'DepOSIT BOX
NAMe OR NAMIl IN WHICH
SAFB D8PDSIT BOX ISR8GISTERED
_ J
RILATIONSHIP OP J01llT
OLDIRS TO'D c D
Under penalties o/perlury, I declare that I have examlned,thll return, Including accomponylng schedules a,~d
Itatementl, and to the bost of mykn6wle~ge and lIellef Itll true, qorrecl and oomplote,
, ;7/(.,,'/ ",1"".,7'1/"'( 1/ ')7.lt.I,f"t"
SIGNATURe OP PIDUCIARV
l "
/(J/1;/ If: I'
I 'oATe
'1I'V""I>I l.."d (\"'.Ol.
COMM(1,NweALTH OP PENNSYLVANIA
DePARTMeNT OP ReveNUE
TRAN~peR INHERITANceTA~
ReSIDeNT Dec;eDENT
SO H I!P \J L BI/a 1/
peRSONA~ PROPERTY
IIm/mar/el/lf OIl RUVllrSII SlellI)
881MB of -' Blane 1l,,~.l;'ley
21-81-129
ITEM DeSCRIPTIOH vu,:/.IJ B EAIIM<,AJTED DEPARTMeHT
HO. VALUA TIOH
,'.' ' VA~UB IOffIC/AI. use aNI. VI
1. ., 1949 Ford COUJ;l6, HUe number 1"7582250 75.00
2. 1951 l1'ord'Truok, ti Ue number C0933299 125.00
3. Val;'ious items of personal J;lropel;'ty Bold
as oontents of house and inoludl'ld in the
purohase pl;'ioe o~ the l;'eal estate listed
on Sohedule II}\".
TOT AL
$200.00
'if additional spacols noconaty, use all" x 11" shools.
;!
" 'l'O" PUIl\1SylVlInill\lepllrtlnsllt ,of' IIDVIIIl"U
"uronU 01 Co~ntY Gol1oatlOll\l
MAR 9 \90\
FI\OMI 'lillo' l~al'mO:t'lj lla'tional !.lank: of HowviUe, 1'/1
lleOOIlSud
,1\1',1 Itatntu (II
1~~u,HuI'lall
~
llntaollluut;hl_.W1!lol1lX!Y"~' 19B1_
It Is hl\foby COl't I f lOll I:hut tho Llhuvu-l1llmod doou\\\\l1llind I 011 the /lbove dnt'e I
tho lo!.1owlnl!.ll(\l:O\l\llU with ual
/I. mllWK iNn ACC:OIJN'I'tl
-~, . ~.~_....
None
II.
S/lVINGH ACCOUNTS
-
None
C, CE\I'I~lI'IG/I'I'I':f:U)11 pl\1'Otll1.
,/I
.'
None
'\
;, ,
\
I
I
.\
, I
I
lJiltuT Me.:roh 6, 1983.
rr!1.~,u~lL1.tj,Ql\.aJ._ll,1lll; of. Newville
:;ft~i, -,~",.',"'",,",~-/
. ,'. Os. el'
, .' . ."
,.
" '
gUESTIONS OONOERNING PROPERTY TI1ANSFERS ,
), Old decedent; Wlthl,n two yearsoldealh, lIIako any tmnslor of any material part 01 his e5tolo wllhoul rocolvlnH
voluoble e,nd odaquote consideration? (Anowor I'Yos" or IiNo" ,) N/I\ ,
2. Dld,decedont, within two yoors ofdoalh, tronsler IHOllerty, ,from himself! hOl06,II to hlms.o\l/hersell ond Ilnother party,
or parties (Inchldlng 0 spouso) Inlolnt ownorohlp? (Answer liVes" or IINo".) ....lUA
3, If tho answor to one or two obovo Is IIYos" ond the tronsfets ore clolmod to bo nontaxable, provide tlie following
InlormotlOI\:
o. Age 01 dsco\lant at tlmo 01 tronsler.
b. CopY of dootl1 certl flcote,
0, Affldovll by tho oltentllnRphyslclon Indloatlng the state 01 (Iecedent's hellith ot time of transfer.
d, AII,olher Inforn\lltlon supporting nonlnxnblllty of tmnsler.
4, Old deoedent, In hls/ller I\letlme, I1\nke, any tronsfer of property wllhout rocolvlng a voluoblo or adequote consldorutlon
therefor which wits to tOke effect In possosslon or enloyment at or, afler hls/hor death? (Answer IIYos" or "Noll,) ,N/A
a.Was tharoony possibility thot the property transferred might return to tr,ansfomr or hls/herestato or be SUlljOC!
to his/her powor6f disposition? (Answm IIYes" or "No" ,)
b. What was the transfereo's ago at 'time of decodont's denth?
6. 0111 decodent In Ills/her lifetime moko any, translor without rooelvlng a valuoblean(1 a\lequate consldoratlon therQfor
under whloh transforor expresslY or Impliedly resorve,s for his/her life or any porlod which does In fact end before his/her
dooth:
a, The possession or enjoYlllent of Of .\he right to Incollle frolll the property transferred? (Answer '''Yes'' or "No".) N/A
b, The right to designate the persons who shall possess or enjoy the property transferled or Income 1I1erefrom?
(Answor IIYes" or "No".) N /^
6. If tlie answer toflvo b. abovo Is "Yes," was therlghl resorved In doc(Jden\ alono ( ) or <locotlon\ and others ( ).
,7, Old decodent In his/her II(etlme meke 0 tr~nsfer, the consideration for which was tronsferee'spromlso to PilY ,Incomo
to or for the benoflt or oare of tran'sferor? (Answer "Vesll or "No" ,) N/^ ,
8. Old decedent, at ally tlma, transfer property, the bfl1eflclal enjoymontof which was subject to change, beoause of
a reservodpower to altor, amend, or revoke, or which could revort to dooedent under terms of tronsfp(or by operation 01
law? (Answer "Yes"or "No".) N/A " " .
9, If the answer to alghtaho,W Is "Yes," was the powor to allor, amend or revoke the Illtorost olthe beneficiary reserved
In tho decn.(lent alone ( ) or deoedim t and others ( ). ' .
;,j
,. ,
"-:'--...-..-- -_.....----
\ I' \
~ ~
~ i>>'
~
0,
j, \7l
p \
,~ ~
~ '!=:
~. \.4 0
..,., 1-',
0 t',
0 '" 0 ,
~ '" ~ ij 0
~ ~ '7. Z
::l 0 ,~ ~ ~ ~
;l: ~ .~ Cl l?
~ ~ ., ~ 8 \3 -f.
-
p.. ~I
...----_.~,..._.........--._~.__.~._~.-...--~.......-_..~._~_.._--------"._,......,.,---~;,..-".~----'~
'\so~oWI S,\lIoponop olj) }()O~o\lloo~od 04\ G\oolPlI\ .'E;
'A\Jodo~c1pnuM() AlllilOlolll}O anlO^ lBl\JOLU 10\0\ 04\,0\00IP\I.I' '~
'poljsl1Qo\SO S9M c1ll1s~OUMO 1111010111 OlOP oql pliO lSl ~oUMO'OO aLl\}o \UOpooop
ell\ 0\ r.llqr,ul1l1o.le~ pUll SDO~PPO 'oLUOll mil opnloll\ '"a" OlnpoqoS JO} BlIOIlOn~\SlIIOq\ UI pO\OOIPUI'SO
A\~odo~d IOi./OSJad 110 aqpOBOq '"V" o\npoll09 ~Oj suol1on~\SUI oq\ UI powqlPlIl soAI~otloJtI\OO~ 110 oql~090q '~
'\9JII 0\0\90 100~ \811 'popnlOlll
oq 0\ OJO A\~otlOJ{lo\ql~Uo\UI puo olQllluo\ q\OS 'dI4S~MI^JI19 jO \qllPll\lM 9llloue\ \UIO! 80 sall~od ~o A\~ad
lllll\ouO q~IMA\\u\oIIUOpooap olll Aq pOllMO 'louos~Otl pua,loo~ 'A\~odo~rlllo opnlolll \911LU "3,,.0InpolloS
, '"
'190,IO\llI.9,\lWPOOOP aq\ 10 onl9^ 10l\JOLU oq\ a\oolpUI 'V
,
-
"3,, 31n03HOB ElNI131dWOO t10:lSNOI10mllBN\.
,
. ,
"
"
GENERAL INHERITANCE TAX INFORMATION
Unsatlsflod Ilabllltlos Incurrod by thodooodonl prior to hls/hor dooth ora doduotlblo ogalnst hls/hor taKablo
utoto. In addition to dobts Incurrod'by Iho docodont or osloto, othor I,olllsoro clalmablo Including tho ccsl of
administration,. atlornoy foos, fld~clory fOOl, funorol and burial oxponsos Including tho cost of a burlal/ot, lomb,tone
or gravo markor ondathar rolatodburlal OKponlOS, ,
All dobls baing clolmod agolnsl an astato ora sublect to the approval of fho Roglslor of Wills with whom fho
Inherltanco TaK Roturn I, fllod. ,E,vldoncoto supporl tho docodont's or tho ostate's liability for'fhft debts being
clalmodshould bo attached to this .chodule, ,
A family e~~mptlon may,bo clalmod by a spouse of a docodont who dled'domlcllod In Ponnsylvanla. If Ihore Is
nospoulO, or If the spouso haa lorfolted his/her rights, fhon any ohlld of tha decodont who I, 0 member 01 tho Homo
hOLJseholdcan claim tho, oKomptlon. In tho ovont th?IO Is no such spouse or chl,ld, tho elllrl11ptlon can be claimed by
a parent or paronts who ore mombors of the samo household a. tho docodont, Tho family eKomptlonls allowablo only
against assets which PaSS by a will or by tho Ponnsylvonla Intestato L.ows,
NOTEI Componsatlon paid 10 an os.tato ropresontatlVOI namoly, an eKeoutor or admlnlstrotor,loraervlcea
porformed In admlnlstor/n" anestale Is r~portablo for Ponnsylvanla Incomo To~ purposos. This taKablo Income
Item should bo roported on lorm .PA.40.lndlvlduallncame TaK Roturn.
~ :;1 ; 8 ~ '~ ~ ~. ~,
~ ~ ~ ~ P
:?: ,
P ~
0
~ 0 "f1
, "f1
::l
i
,.
r" ;'11 i
c..: "
C.,I M
'...1
'.IoiI , '.:1'1
e.l I' r'I,';
l).~fn :;'i!. '.:~~ ~~ .' S, S
i":,",'.
UCJ llr".
lJ;!"'/ w~,J
0" W It"
1;:, I
INSTRucr'ONS FOR COMPLETING SCtiEPULE "f"
, 1, If the family o~ompllon Is being clalmod, Indicate tho claimant's namo, address and his/her relationship 10
the dooedonl. Enler "Iamlly eKemptlon" In the remarks column and tho amount clalmod In Ihe dmount column.
2. Asslgn'Conseoutlve numbers 10 oac.hlfom listed.
3. Enler fhodalc On IYhlch, each debt waslllcurred'ond/o'rpald.
4, Enlei Ihonames'ol'oach payeo. '
5. Provldo a prlo{ eKPlanatlon'n tho romarks oolumn for oach dobl clalmod. .
6. Enlar the amollnt of oaohdobt bolng claimed. , .
7, Tho form must bo'slgnod by tho porsonwhoh~s asslllnod tho responsibility lor payln" the debt..
IF ADDITIONAL SPACE IS NECESSAIW USE BW' K 11." SHEETS,
I'" cO
" "'~
~~\'1 r...,
(fI('o)
/Ii [,']{o-,
,.. , ;:11
'" " ,'I
.. ,
.,1
~.J ;'1
,l;)
"b
.I
INFORMATION
Thll dooumenl II Ihe NoUoe required to be given undl' Seotlon 709 of Ihe Inherlllnoe Ind eltl" TIM ,11.01
of 19,81 172 P,S, lIoUon 24861,
If the tlX II plld within three 131 monlhl Ifter tho dooedenl" dlllh, I dlloo,Unl 01 6% of tho t'M "lid I. IlIowed,
Inherlllnoo Tlx becomll delinquent nine 19) ,monthl If \If the deoedent'l duth, Inlerlll' II ohlrged It Ihe
rite of .IM (8) peroent per Innum, on the Imount 01 unplld tlX. (See eXAMPLe ,8eLOW)
eXAMPue, If I bellnoe of IIX due o. 92,000,00 II In I dellnquenl IteM trom 3-3~80, Ind plvment II mlde
, on 6- 23-80, the Inlerllt II olloullled .. Indlolled below,
BTaP 1
Dllarmlnl Ihe rill of
Interllt froll) the tlble below,
BTlP a
Mulllply Ihe blllnoe 01
IIx ,duI by Ihe rite of
,Interllt,
,; ..
Inter III from 3-03-80 10 6-2;1-80
RIIUItI In', -
2 Month.. ,010
20DIYI . + '%'1m
Rite o. Interut . ' ,
elllnoe 01 Ilx due
BilLgL1nllr.Jlt
---'INteReST
'2,000.00
. ,013311
26,70
BTlP 3
Add the Inlerul
10 the blllnoe of,
IIX due.
8111noe o. tlX due '2,000,00
Plue Inllrul 10
~ of Plvment (+1 . 26,70
,TOTAL tex Ind
Interell to Olte
01 PIYrT1ent U,026,70
--------------------------------------------------------~------------
I month .006 4 monlhl .020 7 month. ,036 10 month I ,060
2 monthl .010 S ' monthl .026 8 month. ,040 I I monlhl ,066
3 monthl ,016 6 monthl ,030 9 ,monthl ,046 12 monlhl ,060
,00017 .,
1 lilY ,., d.ya ,00186 2 1 d.y. ,00362
2 d.ya ,00034 12 d.y, ,00~03 22 d.y. .00369
3 d'YI ,00061 13 d'YI ,00 20 23 d'YI ,003eS,
" 4 o'YI .00058 14 d.y. ,00237 24 d.ye ,00403
6 dlYI ,OOOS6 16 d.y. .002g0 26 d'YI ,00420
6 d'YI ,00101 16 d,vI ,002 7 26 d.y, .00437
? dlYI ,oong F d'YI ,00284 27 dlyl .00464
S dlYI ,0013 S d'YI .00301 28 d'YI ,00471
9 dlY. ,00162 ' 19 dlYI ,00318 29 d.YI ,0048S .
1 0 d'YI .00159 20 d.YI . ,00336 30 dlYl ,00600
---------------------------------.------------------------------------
Any p.rty In Inlore.t, Inoludlng the CommonWlllth Ind Ihe perlon.1 reprellntluve, nol uUIHld with the
IPprl'"ment Ind I..e..menl m.y objeot within ,IMty 1601 d.YI lIter reoelpt of thle NOlloe II provided by ,
Seollon 1001 01 the Inherltlnoe Ind SlISte TIX 11.01 of 196 I 172 P,S, 110, 24S6 - 1001),
MAKI CHICl< OR'MONIY OROIR PAYABLI TOI "RBOIITlR O~ WILLI, AQINT"
DeTACH THe TOP PORTION OF THIS FORM AND SUBMIT WITH VOUR PAVMeNT TO THe ReGISTeR OF WILLS POR
THE CDUNTV SHOWN ON THe ReveRse. see THe INHeRITANce TAX INSTRUCTION BOOK FOR AOORass.