HomeMy WebLinkAbout81-00176
PETITION FOR
In the Estate of
No, 21..81
PROBATE OF WILL AND
l.'(ff.)
LETTERS TESTAMENTARY
.~~Q
M. _ BlIUEl~
, deceased,
To IWY,O, Lewis. ~, Register of Wills for the COl.lnty
Qf C;umberland, In the Commonwealth of Pennsylvania,
, Is
Petlt'oner(~ the execut.J:ilr. named In the t,(':lst Will and
Testament of Edo M, Ba~L__ _~_ dated J\,l~ 3. 1~~7
Decedent was a citizen of the United States and 0 resident of
Township
Borough, Cumberland County, CommonweQlth
_ New O'~rl!1l'ld
of Pennsylvania,
Decedent died 0'1 ~c'lav the _' 23rd day of , D'ebru~
A. D. 1.9 ~l ,In thlil Cou,nty, of ' Pa\l@hi.n ~"~,\,,, In,,\ . ,State of
. PeI1J\~vani.a at the age of "92 yeorl!,
.' .' ~ ~
Decedent has not been married and has .not hod children born to him
,. since the execution of the 'above described Will,
I?ecedent WQS possessed of personal property to the value of
and of real estdte to the value of
os near os con be ollcertolned;sald real
estQte sltu'oted os follows
, I,
, .. ~
Therefbre,'yoLlr petltloner~, respectfully applies for th~ probate
o.f the sold' Lost Will and Testament and for Letters Testamentary thereon, .
,"I
Doted . March 12, 1981
Nome and address
of Petltloner(s)
-.:.~'-)., li.~
~ H.I3auer
o ElkwooCl Drive
'New cumberland,?A 17070
Ii
COM MON W' EALTH OF PENNSYLVA,NIA~
ss
COUNTY OF CUMBERLAND
MarY H. Balm..
named lhobove application, beln~ duIY~,,".sWom
SQY(s) that the statements set forth In' this petition
best of her knowledge and belief,
according to law
ore true to the
~rl
~m ~ and subscribed before
me, ,Matah 12 _ 19 81
.~'l(d,tft"~~t.r
. \"., ,1\ DA.\..~..v"" ,.
, 0
Marah 13, 1981
/ / - :'<.(,"j.., '.r
Attorney:
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I, l'lInO II, IIA\lI'.Il,. 01' Notr Oumhol'1.ltnd, Cumhol':llIncl Oounty, l'unlluy],vlIl\:I.I\,
boinlr or fto\tncl 1\!111 eLf.llpl1nlnnlll.l nfl, 1lI0hlOIW.llntl unlltJl'stlll1<11nn, (10 hltltw, publish
,!Inti (loo1.lIl'O thifl tll Ile IlI,V I.AS'I' IHI,J,AND 'l'I\S'l'Ml\i~N'I', hcu'ahy I'ovokinn ,1\1111 mllkillll
void nny Md 1\1.:1 W:l.1:1,s h,v 1110 Ed: IIny Hmo hOl'otnl'ol'o mllllo,
I'I'FlH I. I llil'oot thll1: 1I1J 11I1 ;Iullt elohts, funol'II1 OX)HlnaOS llnel i,nhol'i.~
tanoo tllXIIS be J1~j el hy III,V I':xoc\\tl'l,x, hel'o3nnf'tor nnllloct, 11ft adbn I\fhl' e!ol\th l\Il"
ml\y be convenient Ilne!propor .
I'I'FlH ,II. Al:t tho 1'!J8t, 1'08:1.eluo line! roma:t.ndor of nw O/ltnta, 1'01\]" pel'~
sonnl 01' nt:lxecl, of whatoVol' hallll'El line! whot'a/lOovel' tho allma mllY 1;0 situa~ed,
I rt:lvo, dov:l.llo I\nd boC]uollth unto 1Il.Y wHo, HAllY II. JlAUlDR, oonel:lHonorl, howeVor,
that in thEl ovent Ill' hor e!ollth :lIt my lifoHlI1o, 01' in the eVlln't that I/Iysa:t..d wHo
and I aha11 porhh 'lit tl\a ullmo tll110 1n II oommon dislIster, or In the event of my
slI:t.,d wH'e'a,elol\th wi.thin tho )lol',1.od of ol,nlJty (00) (lays IIftl'l' my dellth" "then
tho sdd deviaoandhoC]\leat or lilY re~l(h\l\I'Y IIsta1;o shllJ.1
I\nd in eithor overt, 'I Ilivo, dovi~,o anet boquollth IIW [lllid
],apse or bEl divested,
" ,
rosidullry oatllto to
tho JJAlJPIIIN IlJDPOSrr '1'1/08'1' COHPANY, ol'lIal'r:Lsb\lrR, Ponns~'],valli~', IN TUUST, to use
thll 1.noome and prinoipl\l, irnooepSI\ry, for tho mllintonl\'noe, Onl'll, oomror1:, gon..
01'1I1 wo],l'are IInd oduolltl,on of n\y ohi,ldron.',
1. Tho 'I'rllatell shn:ll holel IInd mnnaf!O the slIid property liS a
'Trust r'\lllcll inveat nnd I',e:t.nvost tho sarno' in'suoh 101lns, lItooks, bonds,: seoud..
,ties llnd l'OI\J: ostl1to lIII :l t mllY doem propol' amI 'alll tlll>lo 1'01' tho 1.11,;ontmol1t of
Trunt j/unc1s, w:l.1:l1o\lt be:ln(( routr:l.otec1 tll II olllno ,of 1l1VQI\tlllonts wh:l.oh II Tj'utl1:eo
'ia 0'1' may ho,'oinnrtoj' ho flOI'll11 ttod by 1n\1 to mllllo.
'2, Thll "ru8too 18 Ill'onted fuJl pOliC1l' 1:'0 I'etain, and is ((l'IInted
l'tl],l POllOI' to /loll, loll.so, mOI'tl'lll~O, oltohlln/(o or othul~dao c11,apoao of' any or, aU
of tho propert~' in, .the 'l'I'U8t f"uncl. hoth'I'Olll nnd II0I'II[lnIlJ. pl'OpOt'ty, iii th aI' ld.-tlt"
out ordol'ol' OOII1't, IIrlC1 nt publio 0/' pd,vllto BII1.e a,' Sll:tas, 118 it ml\y eloom propor.
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OATH OP PERSOt-lAL REPRESENTATIVE
CO, MM, o,NWIlAL T Ii OF PIl, NN 5YL V ANIA~'
, 551
COUNTY OFCUMBIlRLAND
, Be(o~o'mo, the'l\egI9tbdor thc ProbRlo of Wills allll grantlnbl of Lctlers of ,Adl11lnlstrallon In And for tho
County 'of Cu~nborlandt l,orsonul1)J cnlnu ..,......,..... ,..,._. ... ,.. .... ~-y,.,J:1.,:, ,~~.~..,.f .'; .""" "1' ,..... ,......;/.,. tt "., j~"'.""I' ~""j'I'!
,,' ., <
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who, belng,duly ,,,,,,..mlm,,,,,,,,,,,, do ~jiI".."" depose nnd SIIY that as ",,,,,,,,,,,,I'll'i~!;l,I,\tJ;~~;,,,,,,,,,.......,,,..,,...,,.,,......,.
a,fthe last Wiiland' ,Testamont of .""..,'".."".."..,....l)lf.~!;l"~.,..,~\I~It,,,..,,,......,,"''',,..,,'',:,',''''''''..""""'",,,,,,,,,,, decoasod
."..,,,..,,,~J:w.,,,,..,,,,,,,,,,..,,,, will weil and truly administer the bloods nnd chattols, rights and credits of said docoased
I\cc(lrdlng to law, And also will diligently cotnl,ly with tho provisions of tho law relating to Transfer Inherltancos,
1f.......~.m:....U\llI.' ,and aubscrlbed
boforc mc,
;'''I'.-..t;...;~~.~.C::!'J:'''j'lll~"",''!''''''''j1'''''''''''' A', 0'1 19,.81."
,;..i;0.(i',QI....".'6..~" .c~;,I\,t"'(",,,::.,,,,..,,,,,,,,,......,,,,,, "," ...",""'"''
.f/!i1..:'.~..,:,.........,......,.......
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DECREE
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"" 13th d 'f' March . , A 0 81. I
80 it remembered thl\t on the ,......................,... ay o. ..........,....ij.......~............................"..." ", " 19...,i....' t lQtO
, . " . 'I' "
", . B~io M. Bauer
was probatod, .Rnd recorded the last Will and Testament of ............,.....................,;......................................,1".............H'
i lato of ....,..,""~~~..~~,\'.'~~,~.~.~~~,....,'...........,......"..,,,.........,,.., Cumberland County, Pennsylvania, Doceasod, LcttetS
;.,....,....,',..,...,.,..~.!~.~.~,!~.~~~.y...,. ','" were llr~ntcd to ..,., ,.,'"..~.~~.Y... .~,~.. ..Iil~,~.~~..,....."..,...........,....... ,........,'u.......
WIth'ess my hand and off/dalsoal,tho day nod yenr ~foresald, "".," )
L/}J} " . 4'>;/!,' , . /
............... .../.(L.f'"U~.J....c,.;i.,;...~{;;(i~.-X...v..'....
tY ' Reglstor,
IUlY-4..0 II'ftOI
~OMMONWeA~T'1 or "HNNIYI.VAHIA
OePARTMHNT OP RenNun
TRANIPHR IHttaRlTAtICn "4K
R8II08NT DHceDeNT
-*
,~.\.~.~\'\.CWnil.-;;.-rt::t(tll'""lTll"Pr.-'.!l;;lItl~'r.'"";;o~:~,,,,"I'.t.-;;;~-'.~<,;r.;--';:::;:t:~"""I:C::':U:.'~.!;;i"'=.~7'~IlI'_~~"'-""""_~
AFFIDAVIT OF
FIDUCIARY
((n~lru.t1o". "n ,Royonu ~Id.)
eltato ol,__J!'Ap...M.L,J3aY.e.L_.._,."..,..,.......,..._._ .
Lalt Addrou ._..,19{J)J1.J~".!.QO(:LPf~V~_,.._.....:'_.._..
New C\JI11ber1and,t'^ 17070
...__._>'-.m...,..>-_._,'.._.~_.._.~,~_.~._.".__.,.____
Dnto of Donth _.....,P'~I;Ll;W!n',..?h,J],~.L__,.,..,.._..._,
Social Socurlty No,_,..!.92::p5-812~__._,,__..__.__._.....
IC:IT'(1
tHA.r';1
(/,1f'1
[3u ra 011 f; lioN o. .",...,._..,...., ..._, _,.,._...._.. ._.. ,_"._..__,_",_,,,
" ("'.J.' ,/ '
Coullty Fllo No, .......4./:.c2/::/.I..f.."'-,..,..__.______
, '
1. Decodont dlodl
,
( ) Inlolt(lto (wlthoot a will)
( X) Tostate (Ioavlng 0 last will ,..-copyottochod)
2. II Ihollllng 01 a Pndoral Eltat" TnK f~oturn rO(llllrod for thlr, oslCllo? Yos ,..K._. ~Ia __,__
3. ( X )~EKocatrIK ) Admlnlstrutorl Adrnlnlstrnlrlx
Norno __~~l,!~r,...____.._,_.__,__..____
Addross . 704 Ellkwood Drive
-_._...-....-._--_._--------.__.,---~------..-
New Cumber,Land, P^ 17070
-mm---- ,.' InT^lhi....--.-----~.iiii7i-..----
4. All corrospondenco should bo mailod to (X -' Attornoy
5. If an attornoy Isropro.entlng tho ostnto, Indlcatol
NamoChristoE,her M.J;;,!gconi..~_,______
Addre~.s ,_2'~ BoX ~_89,__________,'__"m.._______
Harrisburg, PA 17108
(l;ITY) ---~nTAi'EI.-------mPI--..'--
) Flduclury.
I.llt 0111010 dopollt .bo~OB relllstored'ln tho docodo~t's lndlvlduql nomoI or 10lntly wlth~or as al\ ogol11 or doputy
01 another, or In do~odonl's Individual namo with rIght 01 occoss by anolnor os agont or oputy. Includo Iho naOlO
and add rOIl !II tho bank or othor Institution whoro tho safo rloposlt bOK Is locatod, tho rlCllno (s) In which tho box
II roalstorod a~d the rolallol1shlp 01 tho lolnl holdors to Iho docodont, . .
~,~~=~':j,z:=a.
NAMa AN!l4!10RQlI OP lIANK OR OTIIBIt ItUTITUTlaH
IN WHICN !la~B!leNT MAINTAINao ^ lAP! Oftl'OSIT POK
--'..r.~=:;"'~'cI:"'"
-.",\.~-~~..=~=.=.--4':-~...........
HAMe OR HAMas IN WHlett
SA~ft OU~OSIT BOX II nCOISTURIW
_ =..:~ ri_ ~ .............
~
RaLA't10NIHI~ Of JOINT
,...!!2.LOp.!!! TO "aeeOaNl _,_
Dauphin Deposit Bank & Truat~allY_~ -W;J&_M.,...J3U~.r,_.._...__~_n. ,_--'--'___-,-----...-
213 Market Street '
Harrisburg, ,PA 17J..QL...:._______ _______...___J..,.._.._._...._, .._._,___,____
----..--....------.-..-.-- --~---.<-_...:.-.-_._..,..~,...~-_._.._..-..._---+--.
..-...,..,...-
--
_.;..40.
Undor ponalllol of porlury, I doclaro 1111111 havo oxarnlnod Ihls roturn, Including accomponylnR schodulo,. and
staloment., and to tho bost 01 my knowlullgo and bollof It Is huo, corroel rind comploto. .
"
,J"'U"'~"-~~\t~;:~~;:;(~f,'~~I;CI~~Y"'._------"
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[1J;,litimXAIiIAllilliUiLI1ili.G.lTAX G~~ERAL INFORMATIO~
1, U/g.RESPONSIP.lJWllLB,ET\L!lli
, Section 701 aftho IlIhorltollcO nlld E!Holo Tnx Aclof 1961 provldos thnl tho f[Jllowln~ porsonll sholl propora ond (110'
o roturn: . ' ,
0, Tho porsonol roiHosonlnllvo ollho osll1to of tho doc;odonl os 10 propflflv (lItho docodonl ndmhllsto[od IlY hllll
ond such nddltlonlll pHlllorty which Is ot moy ho suhjoclta InllllrllnncllJnx of which holo,ho shnll hllVO or
, lIcqul ro knowlodgo; .
II, 'fho Irllnsfmoo III IHo/lorlY ullontho twnsfor 01 whichlohoritnllco Tnx Is or',moY'IJll Imposod hy 11I01901 Slntulo,
IncllHllnR 0 trusloo 0 IIropurly tronsforrod Intrnst, 11Iovldod Ihill no supnrnlo rolurn noud bo mmlo by tho lmnsfaroo
of proporty Includod In tho rolurn 'of 0 1I0rsonnl roplOsonlallvu. '
2, PLACE FOB FILING
Tho roltHn,is lobo fllod In dupllcntowlth Iho RORlslor of Wills of Iho counly whorointho docodonl rosldod,
3, TIME FOR fiLING
.--
Tho ralurn Is rfllo'nh\o nHlnlhs nHur 1I11l docodonl's dOolh, 111110$5 nn oxltltlslon for filing lIaS boon nppllod for ond
grol1 Iou hy tho ~ocrolory olllovOlIlIO within thp nlno-lI\onlh pnrlod, ."
4., E'AJ.b..YBE TQ Flq: HETU IlN
See lion 79\ 01 tho 1961 Slolulo provldos Ihol "" ,ony porsoll who Willfully lolls to 11100 roturn or 01l10r roport
required 01 iii III , , ,sholllHI pllrsonolly Ilohlo, , ,to 0 ponolly 01 25% of tho tox ultilllAtoly found to bo duo or U,DaD
whlchovorls tho lossor to !io rocovorod lIy tho Doparllllent 01 !lovonuo os dohts olllko AI,noullt ora rocovornhlo..by
low,"
6. TAX RATES
InherllnncQ Tox Is poynblo 01 tho 1010 016% on traoslorsio II110nl dosclJnrlonts, such os fothor, 'mothor, husblltl'd, wlfo,
son,douRhlor, grandchlldron, grandpiHont, son,ln.low ond dnughtnr'ln-low AlIlI ot tho roto of 15% ns 10011 others,
, ' " ,
6, fAYMENJ O!tTAX
The tax,llssossod onlho Ironslor 01 proporty reporled In tho rollun Is dllo 9 lIIonths olter tho docodont's deoth, Inlorost
01 the rnte 016% por annulII acerUOg 1I1olOallor IInlll pnYlllorlt Is 1II0do. All pOYlllllnts reoelvod oro first opplled loony,
Interost Which movbe dllo wllh ony rolllalnder oppllod to tho tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DE,CEDENTiS DEATH, A D!SCOllNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All ohOCI\s should hfi'modo pllynblo to tho Rogl slar of WHls oflho county whoroln the docodont roslded ond 'aro
receivodsubjool \0 tbo finul dutermlnotion o( tho Dopartll1onl of Rovonuo,
7, EAILURETO PAY
:rho toxos 1III110So,ditOgothor with ony Intorostthoroon, oro,n 1I0nuI,lOtl rool proporly, Whloh lien remolns In oHacluntil
the toxos AIIC Intorasllwvo hoon poi(lln full, Tho tuxos mny 110 sued far ogolnstnny renlprollorty In tho dooedonlis
ostnlo or ngolnsl oily propllrly bolonglng to 0 trnnsleroo 1I0blo for tho lox,
8, FILING OF FALSI: RETUHN
-"'--"-~ -
Anyporson who WillfullY makos 0 folso roturn or toport rOClulrod of him shnll, in occordnnee, with Section 793 of Iho
1961 Stotulo,lIe gUilty 01 n mlsdemollnor nnd, on conviction Ihoroof,sholl bosonlonced to PAY 0 fino nol oxcoodlng
$1,000 or undOr!lo ,Imprl sonmont not oxcoodlng ono year or hoth,
"
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I,^ST IfTl,I. ANlJ 1'1~5'rAHl\NT 01,' 1';IUC M. 'lAIn~R
_.--,-----'--- -
I, FlIUC H. IlAl/EIl, ,of Now Cumllel'~,nnd, Cumllorlnnd County, PennB~],vl\llia,
hoin" of sound and dlBpesln/l m1ncl, memOI1' nnd undeJl'stnillUnfl, do mnke, pUh1:lsl1
I\Ild ctocllll'Othis tli be my loAST \in!' AND, 'I'~;S'rA;mNT, haroby rovo~inr, ,and mak~nlt
vofd nny lInc\ 1\1,] lH1.1s hy ma I't MY tlmu hOl'olol'oro J1Il\do.
lTEH I. I fliroet tho! All my ;Iust dobts, funeral oxponsos I\llc\ inhor;l-
bnoo taxos be JI/lid by my fl)xool\tri,x, hOI'eilll\ftorrll\moc\, 1\8 soon lifter dClnth IIa
may be oonvanhnt an4, proper .
"
l1'EH II. AU tho rost, residuo llnd romalndor of my ostl\tol. rual, pel"
sona1 or mi,xect, of whatovor nahll'o And whorosoovor tho' Rf\me ma~' be situated,
Ip,~Vci, deviso and heCluoath untQ my ~ifo, lIAHY II. IlAUEn, ooncllHonorl, howover,
that in tha ovent of hor rleath in ow lifldime, orin the event tll"t IIW said wife'
anrl 1 shall pod sh at the same time in f\ oommon di8l1ster, or in tho event of rn.v
oaid 'wifo,ls doathwithin the poriod of nInety (90) days after oW death, thon
"
tho sd!l deviso lIn,1 boquos,t ofr,w reRithllll'Y oetllto, shall ],OJlS(l or 1'0 divested,
and in oithor ovont, I give, doviso and ,hoquenth my tiaid res:lclua~' ostllto to
..
the IlAPpHIN IlEl'(ISIT1'llllST COMPANY, of' IIlu'risbu'rr" Pehno~'1.van:lai ~ TRUST, to use
tho Incomo lInd principal, if noceusary, fOl'the maintenance" oaro, comfort, /len-
oml wolfare anc1oducntion. of my ohi 1dr.!n.
1. Tho 1'rllsteB shall hold IInll mllnanc tho said PI'OJlllrt~.. as a,
T,rust F\mdl invest lIt\llrolnv(\st tho IlllmB in such lonns, steeks, bonds, securi-
ties Me! I'ual estllte as :l't may duom propOl' and sui tablo 'for' tho invostment'of
Trust Funds, without boinr, rostrlotod to a olass of investments which a Trusteo
is ortnllY horoi !laftor I,lo pomittod by lnw to milke,
2. Tho 'rruBtoo ie f(I'lIntod full pnwot' to rotain, and is r.t','"tod
f"U pol/or to sol1, 10aso, mortgallo, oxd\nnge OJ' othUI,.,lsa !UapOB,e of Ilny or nll
of tho Ill'OpeJ't~. in tho1'l'ust Fund, both 1'0111, rind p~I'llonnl pt'Opol't~', with or l1ith-
out orelo/' ai' 00Ul't, and lit puhHo or, prlVllta 811]0 or salo~, liB it mll~' doom pl'Opor.
3. It mll~' employ ,00unoo1 lInd othor aflonts ''in tht. tlisohllr~e of
"
QUESTIONS OONOERNING PROPERTY TRANSFERS
1, Old deoed~,n,tl,wlthlnt,wo years of death, make ,any transfer of any mate,rlalpart of his estate without reoalvlng
valuable end adequate consideration? (Answer "Yos" or IINo",) No ,
2, Old de,c',odllnt. Wlth"lntwo years of death, transfer'property from himself/ herself to hlmself/h,erself a~d another party
or parties (Inolvdlng a spouse) In Joint ownership? (AnsWer "Yes" or "No",) ...]Q,.... .
3. If tho ansWer to one or two aboVe Is "Yes" and the transfers are claimed to be nontaxable; provide the following
Infomello,n: . , , .
a, Age of deoedentattlml!of transfer, ' . . '
b. COPyofdeathceitlflcate.
c,AffI~(lVlt by tho attending phYSician Indicating the ,state ofdocedant's health attlma o,f transfer,
d,AII, other Information supporting nontaxa~llIty of transfer, " ,
4, Old ctecedent"ln hls/har lifetime, make any transfor,of property without recalvlng a valuable or adequate consideration
there,for wflloh wa' to ,take offect In possession or en/oyment~l or,after hiS/her doath?(Answor "Yes" w"No",) No
e. Wa~there, eny pOssibility that the property ,transferred ml ghtroturn ,to ,trMsferor or hi s/her estate or IlQ SUbject
,. to hlslherpo~erof disposition? (An'swer uYes" or "No",)
b, What was the IransferOe,Sage at time of decodent's death?
~, DI~'decedenHn his/her lifetime make any transfer without receiving a valuable and adequate consideration the,rofor .
. under which transferor expressly or Impliedly resorves for his/her life or any period which does In fact end before his/her
deatlll " .,
a,' The possession oren/oyment of or the right to Incolne from the property transferred? (Answer IIYesll or IINo" ,) No
b, 'The right to deslgnete tho persons who shall possess or enjoy the property transferred or Income therefrom?
(Answer liVes" or "NO'I,) No , ' , .
6, If the answer to 'live b, above.ls IIYes," was the, right reserved In decedent alone ( ) or decedent and others ( ),
7. Old decedent In hls/hor lifetime make a transfer, the consideration for which was transferee's promise to pay Income
to ,or for the benefit or care of transferor? (Ans\Ver "Yes" or "No",) No .
8. old,decedllnt, at any tlmll,. transfer property, the baleflclal enjoyment of which was subjoct t6 change, bl!cause of
a reserved power to altor, amend, or revoke, or which could revert to decedent under terms of transfer or ,by,operatlon of
laW? (Answur "Yes" or ,I'No",) No
'9. If thl! answer to eight above Is 'IYes, " was the power to alter, amend or revoke thel~terest of the beneficiary reserved
,In the. decodent alone,( ) or deced~nt and others ( ), .
Ii i
"
"
l~trV,4U3 I~X-4 P.f\OI
C10MMONWBAL TH OP PBNNSVLVANIA
OBPAATMBNT OP RBVeNUI\
TRANBPBR INHBRITANCU TAl(
RBBIOBN,. DECaDENT
SCHI1.0U\..E "P"
DI!NIlF1ClARI8S
*'
(Imtrliatlom 00 Rovnrso Slc/OJ
Estato of
mricM. aauer
-
BBNeFICIARIBS ANP AODRBS811S RBLA'f10NSHIP 8URVIVl1D DATB OP INTeRB8T oP8eNePloIARV
Ol!OliDBNT BIRTH
Mar\' H. !3auet: " " W1~-.-- _Xes _ of Me .JJlDtire RIjlsidue
-
.,704 EllkWood Drive - -
New cumberland, VA 17070
-........- ---'
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The ebDve beneflQlorle' Bre living at thll time except for the followlngl
DATB OP DBATH
NAME
-~.
--...............--
"
lCEl
III^"UII(\j
. '
.,;'
3400 Trllld/a Road, /Jail 300, Olunp H/lI, PtmnsylvunlB aOlt'.
, 'Phonol,.(7t7) 737-f/303 '
,'I , I,
.'
," 22 J\pd,l 1!l81
"
'.
,
, ,
!' 'i I,;
"
Mra~ M~ry"; B~uer
704 E1Kwood Orive
New CUlllper1and, Penna.
,
\, '
,
,
ReI 123 St~te ~nd
&04 N. Seoond sta.
Barr ~ soul'9, pa. '
Pear ~4ra. l3auer I
As you r.equested Poor your lGtter dato<l J\pd1 1 Q, 1 !l81, ! I j,ns}?eo\:.ad
the above e~ptionad property :eO;!! t11e purpose of doterm:l,ning whflt,
j,n my opinioJ:l,h the present day Fair MarKet Value, as .ot' February
23, 1!l81 on, an "as Js" basie.' ,
,
For .the purpose of brovity! win ind:l.oata ,that 123 Stato and !J04
North fleoOnq Strel'!ts arE! anI'! proper,ty, be:l,ng intorconneotod by
var~bus'utn'itios and :l,nnarcc:mnooting floor plans" '.t'hebuild'ing
"is 'situa~edat the north oorner ofSeoond and State Stroots. It
. is a thl:ee~story b11ic,k apartment, bu:l1d~ng with a w:l,dows WalK OIl .
thl,i! ,1:oUl1t1) 'level. . The portion of the 13uild:\.ng Known as 504 Nodh ,
Seoond Strest oonsists of a full basement., first floor I two ronta1
units oonsisting of two rOO\11S and bath, seoond floor I ,two rental:
units oonsist:l.ng :of two rooms and bath, thir<l flQOrl, two renta.l
\\O;l.ts, Me hav:\.ng OM room ,and bath, and the other having a smflll
kitchen,' ~in;l.n9area, bedroom and bath.
~~he ,POI: I: oCl:ho nuJ.lrlin\1 known flFl J..23 Sl:nto Bl'.1:eo\:. 0~'l11f3,1.1'l\:.f.1 o,f:n 1:.111.1
b~I~'C;m1(')nl:, an entranoe' flmm \:.he oOl'net' of! Hocon<1 nnel Bl;llt~ OU1.,Ol;\\:nl'\,
what ill prl;lBc:lltUy be.i.ng\lSed flS a Dentj,s\:.s Of:f:!:oa hav.ing aix l:OCUIIEl
I:1nd a hfllf bath. '1'he Ot.hl;lrentrll1101;l is.. on t:.hl;l Htate st~tol;lt. A:l,clp, tho
fi:t;'st. fl-oor having a lm:ge f.orma1 entrl:1noo I:IrG1.I and an open sto:lrway
to the Flecond floor. The sepond floPl: contains twO 1C1rge rooms, ,
kitohen and dining area, fuJ.1bath Clnd a spacious hall area. The
t.h:l.rd floor url;la has threo rooms and full bath and tha ent.r.ance to
the w.i.dows walk area on the Roof.
Some of the factors ,influencing the value all aald l'lrOpGrtY arel
1. \'1id,ng is outdated and th~ an,tire b\1ilding nbeds to be rl'!whtl'ld.
2. l'lLnJlbt'ng f.:lxtur.es, i'n .~Ol/l of the BUilding Clro f\,'not:lonally 0)nlo100-
". con\:. and. need to be ltepj,uood.
3. 1\pnr\:monta i.n tl}o Seconrl fleroot o:Ulo of tin HCI i nq noad lt0\10Vn \:.(1[1.
. '
'. '
"
M,rs. Mary H. ))/1\1(,']:
paga 2 '
!3u;\'leting noops f:\,ro OI~OflpO uyut:om,
prOf)orty fA in ~ good loof.d::\,on / hOI'lovor, ,no oJ!f at:roet:.
parting is avnilablo for t:onnnhs.
rnxtorior. front ~f Building in gonural ~qod utnta of repair
exempt a~ne annd-o~ono daoompouuro.
Aooording to 'thQ Duuph:\,n Coun\;y 'rm: TlI'lUOfw01:a' OCfioo t:he t:ota1
square footage per floor io 1,609 by \;hroe floors or a total of
4,827 total aqun~o footage.
4,
5.
6.
,
'l'heinnd is nsooBBad nt $6," 70 nnd ))ui3.c1inqs find ImpJ;Dvomonta at
$9,200, for a total fluDooaod value of $15,670. .
In summary, tho p:roparty is in gonerll:J,1y poor oonditi,on and :\,n
need of oxtensive remoc'1ol;\,ny. und :r.opni,11s. It if! / howover, well
oonstruoto~ and 'has exoellont ou:r.b oppel'll.
:In my op:\,nion,. the proporty woulcl hfive a fElir jllm:!tot value ;\,n "as
.is.b/.1siafl"lIB of 1)'ebruc\.\:y 23,1981 of $6B,OOOI land value of $27,BBO
and li1lproVMents of $40,3.20.
Reoent sales in the gonorol aroa followl
904 Or(;1I;1I1" atroet, HI'Il:dob\mg - 9 Tlpartments - $75,000.00
Sold l~-lB-BO ' '
216 Reily street, H~rr:l.sb\ll1\1 - 9 lIptll:tmonts -$8'5,00'0,00
Bold 10,..31-79 '
605 rl. Front Stroet, lIarriaburg - 6 Tlp\:.s. & - $75,000.00
Sold 4-3.-80 ' 4-Car Garage
'('H:r.r, M:,\'IU\:r.Fl1\T, 18 flllD:'TH:c'r '.1.'0 '1'111': l'OTol,O\'1HlC1 CONDl'I';f.(,lNfll .
',l'ho f"Je OhflJ:si;1(1 i.s' f:~I~ l:ho Pl:111~F.ll:I~tlon tll\d O(oftlr)l.ol;I.~n 0: \;h.:l-u :'PI"N '_.
raiaa3. only. TIny fULthor inf:oLmntion supplied or pLopnLed fOL Wlnt:
ovar reason will bo subjoot to a now foe.
No J:oBpona:\.bi,Hty fOI: mnt\:.oL'F.! of. legal natura is C\saumod nor ':\'8 all
opinioll ranc'lored lIS'\:.O tho oon<lil:.:l.on of the title oj! t,his proport.y.
Tho lIppr.ed,aal has been made 011 i:ho bush ofl:.lie J?ropert~ be:\'ny 'lllen-
ollmberod by llny liana, obHgl,t;\,cms or other olouds and is p'reollmad t:o
be fl:oe and olol1r unc1et rOF.1ponaiblo ol'morahip /lnd/or compa'l:.ent
munaer emon\:..
, ,
IU;V.4n411,uol
COMMONweA~ TH 01' PeNNeVI.vANIA
DePARTMeNT OP ReveNue "
TRANAPRR INHeRITANoe lAX
ReSIDeNT peo~pBNT
SCHF.DULfJ,I'E"
JOINTLV oWNV-O i'ROPr,l1l'V
(lIIN/ruOt/llm 1111 RIIVII/','O Slrl"l
Estato 0 f
mr! o".ld......BaUl!lr.-,~__,___.___,____,_
-
TOTAL'
MARKET
VALUn
P1
~,
~
-~
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....._ _.... ":=-,...;.==:r.-==-
,ITeM
NO.
nr,SCRIPTlON
~
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-~~'"'~z.tZI~W----' .~..
QPIWloAI
The follC1.'lill9aSSt;lts we~e held by ,the
decedent and his wife, Mary H, Bauer, as
tenants by tilt! entirety I
premises 7,04 ElkwooCl Drive, New CUmberland,
CUmberland COl.1l1ty, PA" I\ppra~sa1 attacl,1ed
Premises 132 state St. & 504.North. 2nd, St.,
Harrisburg, ,Pf\uphin County, PA, Appraisal
Attaohed
Cheoking Aocol.1l1t #043"624-6, CCNI3 Bank, N.A.
Cheoking aoclol.1l1t #14"10-3397, Dauphin Deposit
Bank & ,Trust Co.
cheoking aCCOl.1l1t #14-09-0597, Dauppin Deposit
l3ank 6< Truet Co.' , '
,
savings aOCOl.1l1t #01"6-01377, Dauphin.Deposit
I3ank 6< TruSt Co., I\ccr.ued !hterest
,
35 Shares Dauphin paposit Bank & Trust Co.
oapita1 stqck', $30,25 per share
25 shares PP&L 13% preferred' stock, $96.75
per share
\"
VAI,UU OP
DEcaDENT'S
INTl!Rr,8T
46,000,00
o
o
68,000.00 0 0
739,99 0 0
16.28 0 0
616.2B 0 0
73.89
4.84 0 0
1,058.75 0 0
2,418.75 0 0
TOTAL THIS PAGE
- 0 "
*
OSPAR'TMENT
VALUATION
(Off/o/nl Usu Olllyl
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'lS0J01UI S,lLlOpooop mil )0 OnIO^lO}!HIW OLll OloOIPUI' 'V
'lSO,I01UI6,lLlOpOOOp 0111)0 O~OlLlOOJod 041,91BOIPUI 'E
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'A1JOljOJd pOLlMO AI1Ll\ol oql )0 onlO^ lO)IJOU119101 OLIl OloOlplll 'z;
.
'poqSllqolSO SO,')",CIILl5JOUMO lLllal OLll O\9p oql pLIO (5) JOIIMO'OO,Dql)O lUOPOOOP
, 94101 c1illGlIOI10IOJ pLIO SSOJppO 'OWOLI OLll opnloLlI '"a" olnpoqos W) GuoI1O~,IlSLlloqllll p91001l'1l1 so
A1JlIClOJd louosJecl WI aCIIJOueq ! "V" 'olnpoqos ,10) GlIOllOnJ1SUI Oqllq P01001I)11\ SO Al,lOcloJclloOJ 110 oqlJosoq '~
'IUJII elolOo IDOJ IS I' 'pepnloUI
'oq OleJo AlJodOJ,c1 91QlBuD1UI PlloolqlfluOl qloa 'c1IL1UO^I^JI18)0 IqOIJ 1111M SlLloLlollLqill so S911JOrl JO, Apod
JoqlOUO 41lM AIl1lIOI1LI9pooep 941,Aq p9L1MO 'IOUOSJo~1 pUO 100J 'A1JedoJrlll0 OpnlOllllSi1W "S" olnpo4os
"tl,,31I'laaHOS DNI.J.31dINOO \:10:1 SNOI.LO,nl:li'SNl
,
. .
". .
9SNERAL I.~HERIT^NCE! TAX INFORMATION,
Unsatisfied liabilities Incurred hy tho docedontprlor to 11ls/hor dO;llh'ura Ilodllctlhle agulnsl his/her ta!/able
utute. In addition to dohts II\currod byctho (Iocollollt'al osl(lte, othor 1101111 ura c;lulmuhlo Including tho cost of
administration, ullorney fo'es, fiduciary feos, fllnorulllnd hllrllll oxponsos Including the QQst of u burlullol, tombstone
orgravo marker an~ other rolutod burlul OXP~11S0S,
All dobts b~lng clolmod against 011 astata ure sllblocl to the approval of tho'Roglstor of ,Wills ,with wham tho
Inhorllunco Tax Roturn Is fllod. EvldancetQ sup'part tho decodont's or tho ostato's liability for Iho dobts baing
clalmod should bo attqchod to this schodulo. '
A fanilly oxomptlon may bo cl<<lmod by u SpOIlSO of ddocedont whodlod domlcilod In Ponnsylvanla, If Ihoro Is
no SPOUIO, or If tho spouso hds for/altod his/her rights,than uny child of tho docedon,t who Is a mombor of tho same
household c;an claim tho oxamptlon, In, tho avent thoro Is no such spou$O or child, the e~!lI\1ptlcn can be claimed by
a parent or poronts ,who afe mombors of the sumo housohold as tho docedont, The fallllly oxomptlon Is allowable only
against ou~ts which pass by a will or by tho Pannsylvanla Intostato Laws. '
NOTEI Calnponsatlon paid to an oatate,roprosantallvOI namaly, an o~ocutor cr admlnlst'rator, far sorvlces
performed In administering an os toto Is reportable forPennsylvunla Inoomo Tax purposes, This taxable Incomo
IIennhould 110 reportod an form PA.40.lndlvlduallncame Tax Return.
~ :: ~ 8 ~, ~ ~ ~ Z '~
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INSTRUCTIONS FOR COMPLEr.INO SC~EDULE "F"
1. If the"famlly exempllon Is being clalmod, Indicate the elalmnnt's namo, address and hls/hor relationship to
the decodent. Entor "fanlily exomptlcn" In the romurks column and tho amount clalmod In the amount column.
2, AUlgn oonsecutlvo numbers to odch Itomllslod,
3. Entor tho date on which oach dobt wos Incurrod and/or paid, '
4, ~nt.r tho nnmos 01 oach payee. , ,
5, Provide 0 brlal'explanatlon In Iho relllarks column for each dobt clalmod.
6; Entor tho amount of oach dobt bOlng clallllod,
7. Tho (orll1I11U$I h\l slgnod by tho porson who has auumed tho responsibility for paYing tho dabts.
IF AOOITI()NAL SPACE IS NECESSARY USE 8W"x 11" SHEETS.
"
,1NE.QIlM.lllil'lti.
, To Insuro p.ol101 0' DUll 10 YOll' 11000Ul1I, 1110 nllll10 of Iho 01111110 .",j 1110 numbo. should ho olullrly I1.lnl.
od on Iho ohook O. ,0101lDY ordor,
This 1I00081"'001 I. 11IIllfll III "000"1.110. wllh Ooollon 700 "I Iho Inho.lll1noll ond 011010 Tox AOI ill
1001112 P,6. 9 2490.100),
To tho oxlonl Ihol hlh",II.I1"o tn. 10 p"ld wllllln Ih.oo 131 monlhl nflo. Iho doolh 01, Iho dooodonl, n
dl.ouiltll ol,f1vo (61 po, com 10 ollDwcd 1'12 1',8, ~ 2406.'1161,
Inho.1I111100 TUK, Olho. Ihlln 11I~ on 1I fUlullI Inlor08l, I. <IUD 1'11110 dOlO of Iho dooo<lonl's <Ioulh ond bUOpmOD
dollnquonl 01 IIln o.plrllllon 01 nino (01 monlho ollor Iho doolldonl's doolll (72 P.6, 9 2400."11), Inhorllonoo
Tox on 0 flJiurn Inlo.ool 10 "oyoblu within Ih.oo 13) monlhs oftor 1110 Ironslo. lokos oflool In P088088lon ond
onjoymonl ond Is dollnquonl Ihorollfto. 172 P,6, 6 2400.7121, Colouh'ln Inloru81 from Iho dollnquonl dOlO DhoW,n
on tho 1000 of thllllo.m 10 II,., <low of lIululIl ~loymol11 uOlng 1110 lolluwlllg 1I1lorosl loblo:
~-----_..._...........-........._-_. - -_..-~..---... ......_~--- --...--..--......... .....- - -...... ..-,..----....- ------... -.--
1 monlh ,006 4 monlho ,020 7 monlhs ,030 10 montl1s ,000
2monll1D ,010 o monlho .Q20 o monlhs ,040 11 monlh8 ,006
3mbllll1s ,016 o mumhs ,030 9 moolh. .040 12 monlhs .060
------
1 doys ,000,17 11 <lay. ,00106 21 days ,00302
2 daYS . ,00034 12 dol'S ,00203 n doys ,00369
3 d8ys ,00001 13 dol" ,00220 23 dsvs ,00388
4 davs ,00000 14 <lay. ,00237 24 dsys ,00403
6 dsy. ,00006 10 day. ,00250 20 days ,00420
8 days ,00101 10 <lays ,00207 20 dsy. ,00437
7 d.ys ,00118 17 d.y. .00264 21 doys ,00404
o day. ,00136 16 doys ,00301 28 dave .00471
9 dsvs .00162 19 days ,00318 29 d.vs' ,00488
10 dol'S .00109 20 dovo ,00335 30 dsys ,00600
__ _..... __....___,..__ ___..__ PO ...____... _ _... ..._ _t._ ..._....". _...___ _ --...-.---- - _ ~ - -..----........ -..- ""'",'
AI1Y pa.ly'!I1 1I110'0SI, Inoludlno Ihn Commotlw"ollh nnd Iho poroonol rop.o.enlellvn, nol ull.f1od with
tho nU...I1\Onl msy ublsollhololo wllhln sl.ly 1001 dny. oltor ",eelnl of Ihl. NOllo. ,8S p.ovldod by 8001l0n
100101 1I1",lnhe.ltsnco ond,O.lolII Tn. Ani 011961172 P,8, g 240601001):
MukQ ohook or mopeI' order,paVl\ble 10:
"Reglsler of Willa, Agelll"
,
Mnlllo theeddro.s lIated beiQw:
"'~'''~*,.".
1~~.tRUI8~111'O'
Oacol nt',1 NOl11o IL,II,:-" on~ Mlddl Initial)
DeCEASED Cl..t,,/.tC.._-LJ.f... '
Soclo soourtty Nlu~hor g' 0010 01 Ooo(h
jl2 .0 If - f I ~.._ ....Q.~-=S!~' 8' I _
OHEOK 1, Original Roturn lXI 2, SUI'Illol11unlol Roturn 0'
INHBRITANOII TAX RIITURN
RESIPENT DEOEDe~T Fllo Numhor ~ /..2 /..aI7~
, Oocodonl'l Addroll d.."
"lOti 8JkuJCJtJ .vr,
r1~f!lI M ,bula nd, ;'JA 171YftJ
3~ Romalndar Roturn 0
APPRO.
PRIAT8
~, Lifo SlIala D 6, FOdorol SIIOIO To~D
, , Roturn Roqulrad, ,
BLOOKS 6.00codonl, d,lOd 1011010 rn, 1. Oooodonllnolnlolnod 0 IIvlnQ 0' ,0, Tolnl Numbor of sole 0,
IAttach OOpy n~I't!!!!..~_~. trult (Attooh copy ollrulIl (~Olll boxullnvonlorlod, '
All corrolpondonco ond oonfldoutlol 10xlnlormotlQn Ihould ho dlroclod tOI
CORRE.
SPONoeNT No
fu "~r:,., ~ltxt1i~
,-' ',~Q.D~.l-rT- _~-;R=[~D1Y~
.... =~ _ 9tolo
~Ip
-
Reclpltulatlon
, 1.; Roel Elloto (sohodulo AI (1)
2, Stookl ami 60ndl(Schodulo 0) ( 2)
3, OlololV Hold Stock/Perlnonhlp Inlorolt (Schodula 0) ( 3)
4, M0l1g0QOl ond'NolOl (Schodulo 0) ( 4)
0, , DOlh & Mllcollnnoou~ Pononol Prol,orty (Sahod'ulo E) ( 6)
REOAP1T. '6, Jolntlv Owned Proporly ,(60hodulo F) ( 61
ULATION 1, TronlfonlBchodUla 01 ( 1)__
S, Totol DrOll AIlOtl (lotol IInol 1.7)
AND 0, Funorol Exponlol Admlnlllrotlvo OOIII/Mlloollonooul
Sxponlol (Schodulo fil ( 0)_
TAX 10. Oabu/Mortgagol/Llonl (Schodulo II (101
11. Tolol0eductlonl (lololllnol 0 & 10)
12, No/Volua olBllote Wno 0 OIlnulllno 111
, OALOU, 13, Oherltoblo BeqUOIII (Sohodulo J)
LATION 14, Not Volue lubjootto tox U1no 12 mlnulllno 131
(6) -n:---
-~
(11)
(121
(131
(14)
Oonlputatlon of Tox
16. Amnunl'of IIno 14 toxoblu 01 Il% reta (16) _
Oncludo valuo. from 60hodulo K)
16, Amount of line 141pxahlo 0116% rOlo (16)
(Inaludo vehlolfrom 6cl10dulo KI' ,
11. Prlnolp8l10x dllo WId tox hom IIno 16 IlluI lox Iromllno .16)
16. Total,~rlor pOYOlont,1
(01 Amount ~ald
(h) Plul OllOollnt ~_.__
'(01, Mlnullntorolt........... _, (10)
19. Polonce Ouelllno 17 mlnulllno 161
Mike Qheck payoblo 101 ReUlllor of WillI, Agont
*. * PLEASE REOHSOK MATH * * *
x,09-
x,16-
(17)
(9)
Under panoltlol 01 porlurYi I <<oolaro thut I hovu oxamlnolltl1ll roturn. Includlno accomponyln~ lohodulol and Itotamantl. ond to tho bOlt of my, knowlodgo
andbollol,1111 trllO, 0 rot, ond comploto, Ooclorotlon 01 prolloror olhor thun tho perlonol rOllrolonlat!ve II bOlo!1 on allll1form8,llon 01 whloh proparor hal
eny knoWlodge, . 1.:/ /~ / i .Q..
SIONATUI1E 0 PERSONALIlEPI1EEBN~EISI ADDRess . / 0 DATE ,
'iiONATUI1E OF PREPARER OTHBf1 TI1AN A'EPR"iiiffiN'rATIVe
)/-,;<1 (.. '3
R~V,44U I'X' 13,001
COMMOHWe...I..TH Of PHNNIVI..VAHIA
PHfkRTMHNT'Of RevetlUq
TRANIFIR INHeRITANCU TAX
RUlIPUHT oeceOeNT
~-~- '~
AFFIOAVIT OF
FIDUCIARY
(Inatruollon. on Rev.r.. Side)
*
-
''''O;~ ,~~~...& ~
SUot, 01 ~ Er~~~_~,~,~_U~~__~_._H____'_
Loat Md rou .19_'!. ,~l.l~~!!~L9.r'!d'.___'_"_'___
J~.!,W , .0 1!1!I.~~P-t~lJd J A,_t7.~ 7 0
1(1I1YI (01 A 'II:} ('It'')
Oat, of Den~l _~C1brUarL~_3L.~81 -----
Soolol Soourlty No, _.J.<;..2..~_Q2~81j~,__,__,_..__~
Buropu Fllo No.
.-.--...-.,.-.,----~..-.._--~.'-_...----------....
County Plio No.
~/. f/./..;IM-
1, Decedent dledl
( ) Intutato (without 0 will)
( X) Teat~to (leaving 0 laSt wlll-'"cnpy attached)
2. la the /IIlno 01 a FodoralEstalo Tllx Return roqulrod for thlft os tale? Yna-X- No
3. eX') m1M.rr/l!xooutrlx ( ) Adnllnlatratar/ Administratrix
Nome ..MArl...H~
Address .:z.o!l:....Elkw..cLD~-
~!! OumherlandJ~_ 17070
tCITYI PH^'fUI tZUl1
4, All correspondence should bo, mailed to (
Attorney
(X) FIduciary.
1"1 cd
,., I"
," \,,\ N ~[Jm
, , It,l(.,
j"rO,; "'en
"* ;,,11
, " ,:\:;1
" , ;r'j
, ,;1"'1
L' - d_"
, , ,
, .,
"
0
"
5. If an otlorney isrepresontlng the estale, Indloatel
Nome Ohristttpher M. o~o.n1
Address P. 0 I B.x 889_-,,-,_~_
HarrhbUX'L~PA 17108
\OITVI ' \~H1~1 I~'PI
-
"
,
\.I,st all lale deposit boxes registered In t,ho deoedept'sllndlVlduql namehor lolntly wllh, or as nn 0, gent or'deputy
of another, or In docedent'. IndivIdual n~me with rIght 0 access by anot er as agent or deputy. I~clude the namo
and address oUhe bank or olherlnstltutlon whore the solo d~poslt box lalocated, the nnme,(s) In which tho box
Is reol.'terod and the relationship 01 the lolnt holders 10 tho dooedent.
" " ;
NAMU "'Na ADDRUS Of I\ANK OR OTHeR IN&tITUTIOH
IH WHICH OUCuoUNY M^INT...INUa'" SAPO DuPOSIT OOX
Dauphin Dlpoe1 t Bank & Tru~~ 0..
213 Market Street
NAMS OR HAMSS IH WHICH
SArD ODrOSITOoX IS RSOIITP.RDO
Edo M. BaUer
RE~^TlaNSHIP of JDINT
HOLP]jRS TO OaCUPUNT ,
-
---
Harr1sburr;. ,'PA' 1710'
-'
~,
Undor'penaltiliis olperlury, I, deolare that I hove examlnedthi. return, Including accompanying schedules and
stntements, and to tho bost 01 my knowledge and boliol Ills true, correct and complelo. '
_ "-..\..\.. \-..\.\..')it. Y\....~..h-...:.
SIONATUU OF FIDUCIARY
_-1:(; I ,s:I.L!.:__
OAta
e.filimYAmA.1NJI ~ It I T ANj:J~JlIK.()Jf'i!~Il~t,-L~fQJ.!M~JI01:!
I. ,fERSO~S RESP9NSIBLE FQJlRET.!!Jlli
Soctlon 701 of tho InhorltAnco ond Estnto Tax Acl of 19GIIHOvldu;; Ihollho fulloVlllIU plHSlllHI shnl,l propilto And fila
a rolurn:' "
a, Tho porsonal ropfOsontllllvo of tho ostuto of Iho dUf:odolll ilS 10 PIOlllllly III 1111I docodonllldlolnislorod hy hllll
flIllhluch mldltlonol proporly which Is or lIIilY Ilo sllh/oollo IIIhorili1lleU Tax ,)1 whlehho/Hho shill I hnvo (H
Aoqul re knowlodg(l;
b, Tho tmnsforoo of ploperty upon tho Imnsfol of which Inhorltilllcu Tax Is or lIIay ho illlposod hy tho 19GI Stututo,
Includh\g A tmstoo o(llroporty trullsfoTlod In trust, plovldud 1111I1 nil sllliillillu rohllllllood hu lIIado hy tho Imllsforoo
of proporty Includod In tho rotUIl1 of ullorsonnl roplllsoptulivo.
2, PLAOE FOR FILING
Tho rolUll11s to ho fllod In dupllcuto with tho Rnlllstor of Wills of th(j cOllllly whoroln Iho docodonl rosldod,
3, !lM.E FOH FILING
,
,
"
Tho rahlll1ls duo nino IIIbnlhs uf(or Iho docodont's doalh, unloss alloxtun!iioll fOI [llinHhns hoon OPllllod fOlond
grantodhy tho Socrotary of Rovonuo within 1110 nlno.month porlod,
4.EA!lJLRE TO FILE REDJRN
, ,
Section 791 of tho 1961 Stoluto provldos thot ", . .ony por5011 who, willfully fulls to fllo 0 roturn or othor roport
requlrod of hi III, "sholl hO'llOlsonolly liable. ",to 0 ponolty of 25% of Iho tax ultimatoly fOUnd to ho duo or $1,000
whlchovorls tho losser to ho rocoverodby tho DopOlllllonl of ROVl1llll0 ilS dohts of Ilko olllount oro rocovorabLo by
law,"
6, 'I.8A.B8lli
Inhorltonde Tox'ls Iloyoblo ot tho rote of G% on trAnsfors to Ilnonl (105condont9, such flS falher, lIIother, hUSband, I'Ilfo,
son, dough lor, grmidchlldren, grondp1lfent, son.lli.low ond doughlor'in,low nnil 01 tho loto of 16% os to 011 others,
6, pAYMENT Of TAX "
The tax ossossodon the tronsferof propoTly raportod In tho rotum Is duo 9 lIIonthsnflor the decodent's dooth,lnterosl
attheratoo(6% pOt qnnulII occruos thoroaflor until poynlllnt Is IIIfI(llI, AII,.poYlllonls rocolvodnro first applied to ony
Intorest which lIIay he due wllhany rOlllalnder oppllod to tho tax, If'TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% Of' THE TAXPAYMENTIS ALLOWED.
All chocks should hOlllodolHlyablO to,lhO Reglstor of Wills of lho county wllOroln tho docedonl rosldod nnd ore
rocolvod sublectto tho fino detorlllinotlon of tho Dopartlllont of,Rovonuo. .
7. fAILURE TO PAY
,
, Tho \m~6s 'IIIroaOd, together with uny Interost thoroon, oro o lion (Ipon roal prnporty, whichll.en rell1alos,lne,ffoct.unlll
tho toxos Oil( Intorosl hovo hoen pold in full, Tho [oxos IIIOY be sU1ll1 for AUllInsl flny roollHoporly In Iho docedoot's
astoto or ogolnst oilY property bolonglng to 0 tronsforoo Iloblo for Iho tox,
8, FILING OF FALSE RETURN
Any porson who Willfully lIIokes 0 falso retllrn or roport loqulrod (;! him ~hilll, in occordonco with Section 793 of tho
1961 Statuto, bo.gullly 0 f IIml sdoll1aollor lind, Oil COil vi ctloll llio(op', ~1.1l111 ho stllltoncod 10 pay, lI[1no flat oxooodlng
$1,000 or ulldorRo I IIIprl s611 111 011 1 not oxcoodillUOflO YOill or both, '
_....----_.~............-~--~.~....__._..
", .,~ ~
~ '"
0
~
l;;l
~ Z
0
6
0 d
..... ~ il. '""
0 V1 0 Y. d
~ Vl b. ~ d
, ~ .~ r': Z
~. 0 '0 -r: 6 IJ.i ~
,Z ~ t-' 0 I..?
~ " lD ~ 8 8 ..r, ::1
""
~, ..._~-_._-_---------.---... ~
'lSSJOI41 S/IUOpooiJp OLlI )0 onllMla>iJOlU aliI 91aolPUI '\1
'lftO,101LQ S/IUOPOOOP 041 )0 sIlS1UOOJad 041 aloolpu \ 'E
:AIJQc!oJcI pO LIMO ^11UIO!SL\1 )0 on 11M ,la>iJOlU 10101041 aloolpul '~
'poqsllqolso SOM c1IL1S,IOUMO lL1l0lol,\l 010p 041 pliO (sl JoUMO'OO 041 jO luoPOOOP
aLII 01 c1lqsuoll0loJ pLIO nso,lppn'olUol1 041 oPllloul '"8,, olnpoqos ,101 sLl0l1onJ1SuI 041 ul pOloolPLlI so
^IJodOJd 10UOSJod IIq oCJpoooq ',,'V,;olnpoLlos JOI SlIOI10l1J1SUI oLll LII pOloolpul so ^lJodoJclIOOJ 110 oqIJO~OO '~
'ISJllololSO ID8J 1811 'papnloul
oq 01 OJD WodOJd OlqlUlI01UI pLIO OICJllluOl L110g 'dILlSJO^I^JI1S)O 141lP L\llM SlUOUSlll1101 sa SOllJOp JO^IJod
J041ULl0411M ~lllllollllOpooopoLll ^q pOlliv\\"1 'IOUos~olj pUO 100J '^podo,ld IIDopnloullsnlU "3,, slnpsqos '
~ ,
~
"3,, a1n03HOS ONIJ,a1dWOO l:lO:l SNO\.LOn~.lsNl
..
'..,
RE90nO!,:r "!'
IH'PI':I'
'82 ,1I11~ 11 1'\:' d
l~l r 'w ,~\
L 1'~ul'l'llt:!" I.,
INPORMATION
Thll documenl II Ihe Nolloe required 10 'be given undor Soollon 70a of Ihe Inherlllnco and aalalo TlX AOI
of 1 ae 1 (72 P,B, leollon 2465), '
If tho lax II paid wllhln threa (31 monlhl after the decod,onl'l dellh, a dlaoounl,ol 51'0, of Ihe lax paid 18, allowed,
l"herllanoe Taxbecomel dellnquenl nine lal monlhl after the deoedenl'a dealh, Inle,eat 1$ charged II Iho
rale of IIX (Sl porcontper annum on Iho emount 01 unpaid lex, (SaE EXAMPLE 6ELOWI, .
eXAMPLE: If a bilanoe of lax due of 02,000,00 II In e'dellnquenl Ilalul from ~=t:.!!Q, and peyment la, mad I
on 5-23-60, Iho InlOreal II oaloulaled aa Indlcaled below,
-- '
STBP 1
Del ermine Ihe rale 01
Inlereal from Ihe table beloW,
'STBP 2
Mulllply lhe balanoo of
lax due bv Ihe 'ale 01
Inlereal,
ST~P ~
Add Iho Inleiell
10 the ballnoe of
IIX due,
Ii
Inlerlll Irom 3-03-60 10 5-23-60,
~eaulll In: ' - '
2 Monthl. ,010
20 DiVI . + ,003~5
'~a\lj of Inlereal ~ ,013 5
aallnoo 01 IIX due
B.\LQ.L!nllrOlI
INTeREST
02,000,00
x ,01 aaJL__
o 26,70
"alllnoO of lax due
Plua InlorOIl 10
O~ of Plv~en\ (+)
TOT ,lax In "
Inlereil 10 Olle
01 Piymont
12,000,0Q.
,0 2e,70
S2,02e,70
, ,
;',1 ___ __ _ _............... ,_.... ............... ...,........ -.... - -- -.... - - -.......- -- _......- _. -...... - - -- ......... -.....-.... - - - -..... --- - - ...--- - --
1 monlh ,005 4monlhi ,020 7 monlha ,035 10 monthl ,050
,,2 monlhl ,010 5 monlhi ,025 a monlha ,040 1 1 monlhs ,055
3 montha ,015 6 l-nonlhs ,030 a monlha ,045 12 months ,oeo
1 dav ,00017 1,1 daVI ,00166 21 dava ,00352
2 dIva ,00034 12 ,dava ,00203 22 days ,00369
3 dava ,00061 13 dava ,00220 23 davs ,003a6
4 dava ,00066 14 deva ,00237 24 daVi ,00403
5 dive ,00065 I, 15 daVi ,00250 25 day a ,~0420
6 dave ,00101 1 6 day a .00267 26 daVI , 0437
7 dlY' .00116 17 daVi ,00264 2 7 daya ,00464
6 dlVI ,00135 1 a dlVI .00301 26 daVI .00471
9 dlvl ,00152 19 daVI ,003,16 29 diva ,004aa
1 0 diva ,00169 20 daYI ,00335 30 diva .00500
-------------------.~~.~--------------------------------..--------...--....--
" ,
Anv parly In In\ereat, Inoludlng Ihe Cohlmonwoalth Ind Ihe perlonal repreuntallve, nol a,lIlf1eii with Ihe
IpprillemenHnd aueumenl mly'obleCI wllhln "xty (601 daVI after ,eoelPI of Ihll Nollce' la provided bv
Seollon 1001 ollhe Inherllance and Ellale Tlx Aot dl 1961 (72 P.S, lie. 2466 - 1001). .
MAKB O~BCK OR MONBV OROBR PAYAB~B, TOi "RBQISTBR Of Wl~~'S, AQENT"
" ." " ' ,
DeTACH THE TOP PORTION OP THIS PORM AND SUaMIT WITH YOUR PAYMENT ,TO THE REGISTER OP WILLS POR
THE COUNTY SHOWN ON THE REVERSE" SEe THE INHeRITANCE TAX INSTRUCTION BOOK POHAOORESS,
1.'11 De!lilr~mlln~ of HovonuB
J Duroau of EXl\mtllll~ton '
vast OCfioB Do)( 0327
lIarrisbur\l, VII 17105
OFFICIAL NOTICE OF OEITERMINATION
AND ASSF.SSMENT OF PENNSYLVANIA
eSTATE TAX
liON 201
,_,_,l~
TOI RiQhar<lll . 8all, 01'11
3HO...l<lu\t
M.~-.nJ.Clllb\.W.9,,....J1.A._...1.'1.ll11.'l-
OAT III 08/26/02
aSTATe OPI_"_..llIIWu:._Jlj"L~-
PI\.eHOI___' 21-01-Q176
COUHTV OPI---,--Cl.ltnb.lIJ:1And..:....._-
OATH OP DeATHI 01 ll2 23
--
~-------------~_.----------~------------------------------------------------_.~~--------~
A. DBTIlRMIHATIOHI
I. Toxoblo ,oltato ba tad Uponl
K Tho Unltod Stat.. e.tolo Ta~ Rolu,n (Porm 706)
Tho oommunloallon from Iho Podoral Govornmonl
oonflrmlng IhogoeOplonoo of 0' ohongel to tho
Podgrol hlato Tax Roturn
2. Amount 0' oredll fOr. Stato doath ta~" (uverlllod)
3. Ponnlylvanlalnhorltonotl la~ 0110 Iud
(0~0IudI1l9 any dllcounl Md/or 'nlerOlI)
: 4. HarmallnherltMco tax paid to o,ho, Statal 0'
T orrlto,lol 0' tho Unllod StOt.1 (oxcludlng
any dlloounl andlo, 'nlo,..t)
5., Tolollnherllonco tOK oredlh (IIno 110m 3 plul Ilno lI,om 4)
6. '1'otalllablllly fa, P.nnlylvanla ..lata tax (llno "om 2
m'nul 11110 110m 5)
H.OTIlI Camploto IIno "oml 7 and 8 OH\.,V whon dotermlnatlon
II baud o,n podoral Clollng \..,Ior ,
Amounl 0' Ponnlylvonla Iltolo lax allollod on dotormlnallun
datod
Addition (reduollon) 10 Pennlylvanla o,Iato lax (llno Itom. 6
mlnul IIno Itom 7)
$ ~
$ .00
$
$
$
$ .00
, ,
7,
8,
$
$
Dotormlnatlon preparod byl
Datol '
._-------------------~---"-----~----------------_._---"-------~---------------------------
~, AS$flSSMeHTI
1,',' Ponnlylvonlollltata Tax rofloclod ani
Ilnollom A (6)
IIno It.m A (8)
2. \'.11 oredllll
'p'ATIlOPPAVMIlHT AMOUHT PAID
$
"
IHTBRI!ST CReDIT
,~ ($ ) =
r )' =
\$ ) =
$
--...........
3, Bolanoo 01 Ponnlylvonto OItat. lax duo
""
lnlo",t II ~uo 'al tho'oto 01 .Ix (6) pOlo.nt P". annum Itom
to tho dolo 01 poymont.
Auoum.nt preporod bYI
AoaNT FDA THK OOMt.\ONWKAI.TN
DolOl
see REVERSE SIDE FOR INSTRUCTIONS
~ '~,
RIV, 738 IX (oa-asl
~~~~;~~~~;,mlr;ir';/:;~:A1"I':{S:a'f~:S~~x~,~~:~IN,:i~V:\~A~,:I!.J", " ACN, 202
IIAllltlS~IIA(j, "... 11Htl\ CL.OSlNQ ~ETTBR lIAT"
" 0!i~19~86
UTAn OF III\UlllR, lllRlC H -. -- FI~e NO,- 21 81~0176
, .1lAll.,.QL.llIA)lL,;Ol.':ZJ::e.J.~___~___,___,__,_____~_.,.....,___ItQ\lJfIL,(,JlMalllBJ..l\NQ
NOTe I TO INSURIPRlIPIR CRIOIT TO YOUR AOCOUNT, SUIMIT THe uppeR PORTION OF THIS FORM WITH YOUR TAX PAYMeNT
TO THI ReOISTaR OF WIL~S OF THe AIOVI COUNTY.. MAKe CHI OKS PAYAa~e TOI "RIOIsTlR OF WILL.S, ADINT."
OHRISTOPHER H OICCONI
PO BOX a89
HIIClPI\ 1 noa
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
, ~'!!~~~ R\lmll~~L to R8gJ8t~( of-wrna
.~_______..._ _r-
----'---~"'-
CUT AL.ONG THIS L.INS - RETAIN L.OWSR PORTION POR YOUR PIL.SS .....
_ "'-'. _'.. _ .._~' _. . _...... _.... _ ~"~ ,.".. ~.... ~ _ ,"... _ + _.. _,."' _ _ + ~.. _,.,.. ~ h" _ _. _'. n ~ '" u _ _ _.... 0-" -....;......
RIV, 738 IX (03-8Sl ,"NOTlce OF oeTIRMINATION AND ASSIS8MeNT
OF PINNSYLVAIA ISTATe TAX BASID ON palleRAL. OLOSING LITTeR"
,ISTATE OF BI\UER ERIC H FILE NO.21 B1-01,76 ACN 202 lIATE 05~19~B6
-_..--~~---_..-.-----_-----.--..-
SSTATE TAX DETBRMINATION
---'
1. Credit For State De,atl1 Taxea aa Verified
'2, Pennsylvania Inheritance Tax Aasesaed
(Excluding ,Discount and (or Intereatl
3, Inheritance Tax Assesaed by Other States
or Terrltorlea, of the United States
IExclucHng Ols.l;loUnl 'and/orlnterestl
4, Total Inheritance Tax Asaes8ed
1:\, Pennsylvania Estate Tax pull
5! Amount "f PI;mnsylvanla Eatata Tax Pre"lou8lyAaeessed
Based on Federal.l:s\ate Tax Return
7, Ad~ltlonal PennaylvanlaEstate Tax .Due
~
..,..-----
g~ I:~q....:...-
, ! ' ~
'1t, 1:
-';
1,37
, ,
, ',~
.QL.
1.37
.00
,00
;; ,00
TAX ORallnsl
PAYMe T
t;)ATE
-------'------~
CEIPr
NUMBER
INTeReST (-I
AMOUNT PAio
',j
TOTAL TAX ORIOIT
SA~ANCEOF TAX bua
INTBRBST
TOT AL OUE
~~H
. IF PI\IO AFTlllR THIS DATE SIllE REVERSE SIDE
FOR OALOULI\TION OF ADOITtoNAL INTEREST
lIP IAL.ANCB bUI IS Lass, THAN $1
OR lS RepL.aOTaD AS A "CRBDIT" (CR), NO PAYMBNT IS REQUIRED l
I