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"""""""""'1"""""""""""""""""""""""II"I'I;"~,~p~7 t!.2:::.lJ>-''' A A CE TAX GENERAL INFORMATION 1. fERSOWESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estflle Tax Act of 1961 provldeslhat the rollowlnllpersons shnll propare and file a roturn: , ' . ' a, The personal representative of the estate of the deoadent as to property of tile decadent odrhlnlstered by hlll1 end such eddltlonnlproperty which Is or mny be subject to Inherltnnce Tax of which ho/she shall heve or acqul ro knowl edge; , . ~, The transferee of prororty upon the transfor of which Inherlt."nco Tax Is or may bolll1posed by the 1961 Stolule, Includlnll a trusteo 0 propertytransferrod In trusl, provided that no separate return need bo made by tho transfereo of property Included In tho roturn of a personal representative, 2. PLACE FOR FILING The return Is to be filed In duplicate wllh the Register of Wills of the county wherein the Ilecedent resided, ' 3, TIME FOR FILING " ' The return Is due nine months after the decedent's'death,unless an extension for flllnRhos been applied for and granted by the Secretary or Revenue wllhln the nlne-mon.th period, . . 4, FAILURE TO FILE RET!!.R~ Section 791 of tho 1961 Statute provides that II, "any person who willfully jails to file a rehan or other report requlrod of him, , ,shall be personally liable, , ,to a penalty of 25% of the tax ultimately found to bo due or $1,000 whichever Is the lesser to be recovered by the Department of Revenue as debts of IIko amount are recoverable by I " " ow, 5, lM...l18m ,. Inheritance Tax I~ Payable at;the rale of 6% on transfers to lineal descendants,such.as father, mother, husbariiJ, wife, son, dauRhter, grandchildren, grandparent, son-In-law and dauRhter-ln.law and at the rote of 15% as to all others, 6, WM.OO..9.E.ill The tax assessed on tl\e transfer of property reported In the return Is due 9 'months after the decedent's death, Interest at the rate of 6% per,annum accrues thereafter until payment Is made, All payments received are first applied to any Interest Whloh may b,e due with any remelnder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTERTME , DECEDENT'SDEATH, A DISCOUNT OF 5%OF THE TAX PAYMENT IS ALLOWED, ., , A"II checks should b~ made PAya, b,le to the Register of Wills of the county wherein, the decedent resided and are r,edelved subJect to the final determination of the Department of Revenue, ' 7, FAILURE TO PAY The"taxes Imposed,tOg,ether wltl1any Interest thereon, are a lien upon r,eal property, which lien remain,S In effect until lhetaxes bnd Interest have been paid In full, The taxes may be sued for allalnslany real property In the decedent's estate or agalnsl.any propelty belonRlnR to a transferee liable for the tax, ' 8, FILING OFFALSERETURN Any person who Willfully makes a f~lse return or report required of him shall, In accordance with Section 793ofthe, 1961 Statute, be guilty of a mlsdenleanor and, on conviction thereof, shall be ,sentenced to pay a fine not exceedlnll $1,000 or underllo Imprisonment nol exceedlnR one year, or both, tiQIf.: CompenSOtlon paid to on estate representative; nAmely, an execull,H or odmlnlslrotor, for sorvlces per/armed In administering an estate Is reportahle for Pennsylvania Income Tex purposes, This taxable Income Item should be reported on form PA'40-lndlvlduollncolOe Tax Return, 9UESTIONS OONOEnNING PROPE~TY TRANSFERS 1. Old decedenl"wlthln two y,Oars,Of (,Ioalh, lIIo,koany transfOI of any motorial pmt of his estate wllhout rooolvlng , valuablo and adoquate consldoratlun? (Answor "Yes" or "No" ,) , 2. Old deoedent, within two years of, dOnlh, trans for )lroporty fro 111 hllllsol fl hersol f to hlmaol flhorsel f and anothor party or parlles (Including 0 spouse) In lolnt ownorshlp? (Answer "Yos" or "No",) __ ' 3. If Ihe answer,to one elr two above Is "Yes" and tho lransfers meclalmod to be nontaxablo, provide the following Inforlnallonl ' a; Age ofdoce(lent at tllIIO of transfor, , b, "Copy of dealhuorllflcato, . CI Affidavit by tho atlendlnRphyslclanlndlcallng tho stato of deco(lent's hoalth at time of transfer, d. All other Informellon supporting nontaxablllty of transfor, , , 44 Old decedent, In his/her Ilfetlmo,make aay.transfor of proporty without receiVing a valuable or tldequate conslderallon therefor which was to take effect In possession or enjoyment al or after. hlslher death? (Answer "Yes" or "No",) a, Was lhereany pelsslbllltythot the property transferrod might relurnto transferor OJ his/her estate or be SIIb)ecl tohls/her power of dlsposlllon? (Answer"Yes','o'r "No",) , ',. . b, What was tho transferee's aile at time of decedenl's death? 6, Dlctdocedent In hls/her"lIfellme make any lransfor without rocelvlnR a valuable ahd odequ, a,t 0 consldera'tlonthorefo,r under which transferor ~xpressly pr ImpllodlY reserves for hls/her life or any period which does In facl 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 enloy the property transferred or Income therefrom? (AhSWllr "Yes" or "No",) , , 6, If the answet to five b, above Is "Yos." was the rlghl reservod In decodent olono( ) or decedent Md olhers ( ), 7., Dlddec,edentln his/her IIfellme make 0 transfer, Ihe consideration for which .was transforee's promise to pay,lncomo to,ar fqrthe benefit or caroo! transferor? (Answer IIYes" or "No",) 8. Old docedent, at any tlmo, tr,anslerpmperty, the bmeflclal onJayment of which was subJect to change, because Of a reservod power to alter, amend, Of revoke, or which could,lovert to decedent tlhdor terms of , transfer ar,by operatlohaf lawh(Answer I'Yas" arIlNo",), .. , .' 9.H,the nnsworto elRht above Is "Yes," was,tho powor to alter, amend ouevoke the Interest of the benefiCiary reserved In the decodent alono ( ) or docechint ,and others ( ), !j urv.40. eX-f (ttHIUI COMMONWRAL TH or rUNNSVLVANIA llBrAHTMBNT or RUVBNUB TRANspeR INHBHITANQS TAX IIBSIIlBNT OBOBbBNT SCHF.DUI,.E "0" aeNQPlolARles lillI/mollO/II 011 Rev0fI8 SIde! . Es\uto of WI~~IAM m. FmmsmR SURViveD D~TB OP " BeNePIOIARIES AND ADDRQSSQS RELATIONSHIP DeOBDENT BIRTH INTeREST OP BeNBPlolARV , l'1"Ancil:da.ught'u' 1"'/"1,.1 1 /~ N~OY Ih LEONAl.'\D-- YA~ - , 303 Ke;\.th Road , - Meohan:lo/Jburg, Pel. 17055 , ' , M;l.ohael K. Feeser (JraI1cl-son' yes legal 1(2 432 Rossbet'l:Y priv~ , "~n ",., ,tl. u;1.t'fi " , , , , , , , , , , - , , ____~_.~_<..n_..~~'_.~_._ .- ---~~-...,..,---.. ~.....-- , , , - , " , - " " , , " , -,,- , --,~~.-- ._._~.---++----..-._.._--._..-~.~--~- , , , - ------......----........- ---..---.-- ' -- ~___~_",. _"_ u_'.__n_~' ---~-,." _ ~'~~n_T.__ "~~.-._.__......_".----- , " , - , , " " , , I.-'.-"'~-+--t ,.-.-_ '...........-- , " , I " , - , , , , , , , , , , , , , - - , " , , , , , " 'I Th~ 'above bene110lerles were IIvlnget the time of the deoedent', death except for the following I NAMe DATE op DEATH J' , If lIddlllonal IIlana II Muallary, Ula SW' H 11" Ihaall, , : ' ,. " I~STRUOTIONS FOR OOMPLETING SCHEDULE "E" Sohodllle "E" rnll$tlnollll'lo 011 proporty, IOOIIlI1CI porponol, ownod bY tho'dooodonllolntly wltl1 onother portY or parties as jolnttonont,u with I'I\lht D( HlIrvlVlJl'plllp, 130111 IUnlllblo ond Inll\l1lllblo proportY ore to bo Inoludoc!. List reolosloto flrsl, " ' ,I , 1, Describe all real proporty os l,ndlDotod In tllO Instrllotlons (or Snhndlllo "A," Dosorlbo nil porsonolproperty M Indlootod In tl10 Instl'lIctlons for Sohadule "13," Includo tha nlllno,'odclro~s oncl relllllonshlp to tl10 deoodentof tl1a oo'ownorlsl ond tho dllto tho Joint ownlJrohill W\lS ootllbllohoc!. , 2, IncHoate the totnll11orkot volllo lJf tho Jointly ownod proporly, 3, Indloato Ihe porcontoge o( tho t',ecedent's Intol'oot, 4,lndloato tl10 l11urkot vollla of tl10 dooadent's Interest, _...~..--......------------" ~ ~ 8 8 ~ l}1 ~ !l ~ 'L Fil ~ ,~ t! :-I ~ 'L '\= ~ ~ ~ P d '/, ~ , p p U'l ~ :;;, 0 U'l 0 d "'1 "r1 , , i:! " 0, 0 , CI 1\ z ...~j t~ , j'- ';1'_ ,".Ii N ~i - . '.-t (J.I. E il~'J"! f~:j I' :-'t::i Q:." ~ :' r{~ C:lt:; ~l~ (I::!i. p:; \dcl ,,,J '.J ~ ~ ~ " , RaV'~17 aKt 11"01 COMMONW~AL TH or 'PCNNSYLVANIA DePARTMeNT or ReVCNuE TR"NI~eR INHIIRITIINCII TIIX RBIID'WT DBC,DBNT -rn ORIGINAL' INHERITANCE TAX APPRAISEMEN,T o SUPPLEMENT AL E.tate of William m, Faafflflr .......~.~_.._A_~'...---'+.~_~,,;...~-;-.._"'___......,...., Fila No. .3_1._~,~~:".2~~~n__'--w Coun ty ._ Cumbar1und __.~a.__"""""""-__'~'~'''''''_'_._'''_'w___''__''_~____ Data of Doath ....!!o~(lmber 17, 1980 In th. .vent th,at any futuro Int.r..' ';thl. ..,;;;'; I. tran.lorr.d In pa.....,.n .r .nlaym.nt ,. ..11.',,01 h.l" .1 tho d...d.nt .tt.r tho OMplr.tl.n .f any ..tat. f., Ilfo .r f.r yoa", thn C.mm.nw.alth h...hy ..p....ly ,...rv.. tho rlohtt. appral.. and a..... tran.ler ..110 a. to... .tth. lawful ..1 at..al rat. an an .u.h futuro Int....t. PROPERTY NOT INCLUDED IN RETURN BUT A~RAISED BY THE COMMONWEAL T_H ~~._----_.....------...."" -'~"- --'-...-~'-"~- ,...----------- ..-----,_....---...._.~---------- ASSET SUMMARY -----.--" . DEPARTMENT'S i APPRAISED VALUE \ $ NONE $ -7;579,64 $ 5,367.25 $ NONE 19,946,25 1. 'Total Real Property;', 5CH, "A", . , . , .' $ NON II \lnroparted $ 2. Tatal Pe,.onalProperty - 5CH" "B", . , . $ 7,579.64 Unreported $ 3, Total Jointly Owned Properly - SCH. fill" $ 5t367.25 --- Uoreported $ 4. Total TlOn,fe,. - 5CH, "C". .1', . , , , $ NONE Unreported $ TOT AL GROSS ASSETS --'=l:IFE ESTATE ~~ITY REMAINDER " --........---.-..---------. -,------ ,-_..~... _...-:.:.- --....---- ,._________ __._..IOTAL1tLUIL.--------- $ I do hereby certify that tho abovo appraisement Is made In conformity with Pennsylvania law and has boen filed this day with the Register of Wills, '~'.' I) .//' , ' .:;:-___, ~J /.,tiA.dt/.A""Y 19B1 -, Mtr-~IBr!" ,,; ,. ~ ~ ~ J l ~, ~ 0 ~ '" il'i l I j ::l ~ o-l ~ t:1 '"" ~L ~" g ~ ~ 0 d ~ .~ ~ d z z i Q ~ ~ ~ z ~ Sl 8 p., " ,];, " OOMMONWIA~TH Of PINNSYLVANIA "I OOUNTY Of OUMIIRLAND J '" I, HARRY m. LmONARO, ADMINISTRATOR boln9d'~iy~~:~:~~~~~: _ ~".:,'o::'rd~n~;lo' low, d'o po;~ I a~d~o;;'-Ih~;" nh~' ',=~~ii.rt:~~I~~t9F:'~~.,,"~':=: __,n+,,_,,_.,n_n"+ nmn.,,, ,'__' .-_"...,._.~,,,,, 01 Iho Eltalo 01 ,_..J:al.L4lllM-E.._neIllR~,..__~..,--~,- lolp 01 1}11 Mllrket StrAAt: I Camp ..'.11.1..4-......-_.,._,__, CumborlondCounly, Po" .dooeased and Ihot the within II on Invenlory modo bY';,,,...Jillny,1!l.,McnllXOQ .-_" ___nn.n_" the Iftld_...Ac1ni.i.n.:l.at.rllt.o.r 01 the on,lIIo olloto 01, laid deoodent, oO"lllllng 01 olllho P, orlonol prop'~rly and rool o,llole, o~oopt roal.ostateouhldo thoCommonwoollh 01. Ponnlylvonlo, and Ihollho flgurol oPPOllto oooh 110m ql tho Invontory roprolont 'lt'1 lair value 01 01 Iho dato ol.dooodonl'l dooth, I. ' swor~ . and lublorlbed bolore mo'l 71.rn"l'Je( teA) !'7-,-__19~_ C. Y . .._-.--=s~f~'_~II,,,.~"_"~n_',.-m"- 303 Keith Road .,,,un. ~T__________"~_"~"'_"'-'___~"""""__ .__~n .....~b~______...._."ri "'_' !," 'oJ;,_f tary' Publ ~ ril!INIII'.ili'~i.. ",..";, 'HiNf\ '"lT~UMMI~;'1I1HIIXf'iUI'; ',I f'j JH, ~ 'Il~, T \111'<111'1, Pl\!!f,wlVj!1!!;) 'if ,I, '\!i'1~ Mechanicsbul1g, pa." 17055 -.-.."""" ,.. --,~+ '.--- Addltl..----',...... --~".-. '" Dole 01 Doolh +,_",,_.' ~~;;~~e_:_m'm'..'_~7_'-'n_.M.n'h --.-,-.----~,~~~--"""7""._._,,-.,,-~-,-,,-- INSTRUCTIONS I, An In;.<ontory mUlt ,~o filed wl'ihln Ihroo mOhthl ftlloroppolnlrponl 01 porlonol roprolenlollve, ~, A lupplemont Invonlory mUll bo fllod within thirty days ofdlsoovory oladdlllonol 011011, 3, Ad,qlltonal ,shoots may bo alla.lhod 01 10 personally orroolly ~, 500 Arllolo IV, Flduelorlos Aol 01 1949, {"J cd p"" fIr' ~ I "it,.l ifi:~~ (7' ~ ' ~ 1 1_~~1 Fl ~ ::J ~ ~ ,__._;d ~t(: I,: iJ "g ~ " N 1':- ;:L ~ ~ .- 'to' ..,.I II, j " ,~ '1 I' ~ ~ ~ .. I 1 I ~ ~ " Ii' ~I , 'to ~ ~ u. d. 0 . ~,,~ ril ~',~ ,', , ~ j . .,.. ~ ~, Q - ~ .... 1 'Ii '1 I :S , ... 0 It dl ~HERITANce TAX INFORMATION Uns~tllllod Ilabllltln Incurrod by Iho docodant prior to hls/har danlh nro du(llIctlbla agulnst hla/har I~~ablo oatato, In addition to dobtlllncurrad by tho docodonl or OSI(lto, olher 1I0l1lS lire clolmab10 hlcludlng tho cost of ~dl11lnlatratlon, o\torrlay 1001, f1ducl(IrY laos, lunarulund burlul oxpansas Inclildlng Iho cast 01 a burial 101, tombstone or grqve markar and othor ro1atad b~rlal oxpansos, All dabta bolng clalino\1 against nn ostala ora, subloct to tho approval 01 tho Raglstor 01 Wills with wholll tho Inharltanca T~x Rot,urn Is Illod, Evldonco ,to support tho dacadollt's or tho ostala'sllablllty lor tho dobt's bolng claimed ahauld bo attachad to thl,s achodulo. ' A lamlly o~ornptlon may be clalmod by a spouso 01 a docodont )'Ihe dlod domiciled In Ponnaylvanla. II thare Is no apousa, or II Iho spquaohas larfeltod hls/hor rights, thorl ony child ol.,tho docodont who Is a mombor 01 tho 101110 hauleholdcan'clalrn theoxomPtlon, In tho ovant thoro Is 110 sU,ch spousa or child, the aXIlft1ptlon con boclolmed by o parent,or parents who \lre '1wmbors 01 tho S~1I1a housohold us Iho docedent, Tho lumlly axemptlarl is ~llawable only against ~SlOts whloh paU by u will or by tho Ponnsylvonla 1'110stoto I.:aws, , NOTEI Compensation paid 10 on os toto rapresontullvu!l1al1lely, an oxocutor or administrator, for servlcos porformud In odmlnlslqrlng on ostota II roporlable lor POIll,sylvonlo In coma Tax purposos. This taxable Incoma 1I0ln ahouldbo reported on .form PA.40.lndlvlduollncomoTux Raturn. ~ td ~ 8 '''" ~ " ~ ~ 8 z z fA ~ I::') > 0 p Z ~ ~ ~ , z p p 0 ~ ,0 ." ,." 0" ~ ~ C!; i""' ~ i '-l 1'''' i= , 1'1 i " 'Ill , ~, (-.,. ~ )1' f:" ~,;q 'j !~ ~' ~ 'I " II '1',1 .,(:! (~ ~ tfl ~J 1"'..... a . '" p.:; i:,:ie i!;~ ".l CIl m ~ ,~ [ ~ co i'O INSTRUCTIONS FOR COMPLETING SCH,EDULE lip" 1, If the' family exemption Is bol~g clolmad, Indicate tho clolinont's nome, addrass and his/her relationship to Ihe docedent; Entor "family oxamptlon"'I'1 the remarks column (lnd tho amount cJalmed In tho amount colul11n, 2, Assign consecutlvenumbor$ to ooch Itom Ilstod, . ~. Enter tho dale on,whlch eaCh debt was Incurred and/or paid, 4, ,Ent.r Iho nOl11es of each payoo, 5, Ptovlde'a brlol explanation In the romorks column for each dobt claimed. 6, Enlerfho omount, 01 each dobt bolng clolmad, 7, The fotl1l.mult bO,llgnod ~y tho person who has ossul11od Iho rosponslblllty for paying the dubts. , If: ADDITIONAl. SPACE IS NECESSARY USE B%" 'x 11" SHEETS, .lli.llilJ1MAUQ!:L To Inouro propor orodl\ 10 your OUoOI!nt, "HI nomo ul 1110 ooloto llnd (110 numbor Ihould he uloor1y'ptlnl' .d on the ohQok ,or ,miiney urdor, Thlo 018.umont \0 modo In oooordol1Oo with SOOllun 70B ot Iho Inherl\lnoo ond Eatolo Tax Aol 01 , ps1 m p,a, 9 24B6.7001, To Iho oxlonl Ihot Inhorl\onoo lox 10 pold wllhln throo (3) ",onthl oflor 1110 dOolh 01 Iho dooodool, 0 dl,"riUnl olll~o (51 (loroonllo ollowod m 1>,8,92400.'/10), , ", ' Inhorllol100 Tax. olhorthnn loX on I hlturo Inlorolt, II duo 01 Ihl dote of'tho dooodonl',dollhond becomoe dollnquenl ot Iho' oX(llrotlell of nino (91 monthl ollor Iho doouelonl'a deolli (72 p,s, 9 2485,711), InhorllallOo i, Tax on 0 hlturo InlolOOI II poyoblo wl\hln throo (3) monlho ,ltor Iho tronllor tnkol offout In pouollloo and onleyrnonl ond 10 dolinquont Ihorooltor (72 p,!l, 9 2495,712), Coloulolo Intoroot trom tho dolinquont dOlo ahown 'M Iho 1000 ollhls lorm 10 Iho dolo ollloluol (loymonl 1I.lne Iho 101l0~lng Inlorooll,blo: "",""-""--"-- -------"- - --------- --- .._-- --------- - - --- - .------",--- -- ---" -"- -- " monlh ,000 4monthl .020 7 montllo ,035 10 monlha .060 2 monthl ,010 6 monllie ,026 o months ,040 1.r monll1' ,OB6 3 monlhl ,016 ' 6 monlho ,030 9 montho ,040 12 monlh! ,000 1 qoYI ,00017 11 dnVI ,001BO 21 doVa .00302 2 doye ,00034 12 doyo ,00203 22 doy' ,00309 '(I dOYI ,00061 13 dnve ,00220 23 doye ,00380 " , 4 dOYI ,00008 14 dol'o ,00237 ,24 qlve ,00403 6 dOYI ,00006 '10 doyo ,00200 20 dIve ,00420 ,0 qOVI ,0010\ 10 doYo ,00207 20 deve A0437 , 7doVI ,0011 8 17 days ,00284 27 dIve ,00464' 9dlY' ,00136 18 deye ,00301 2~deV' ,00471 , " 9 doya ,00162 10 deVI ,00318 29 deve ,00489 ,.1 0 doyo ,0018a 20 doye ,00336 30 dive ,00600 ;" ' -" "",,"- - ----- --- ---_...~ - -- - - - - - - - --- --- ,- -,.-- - - ~ -'--'--- -... - - - -_.-""--- - .,",... Any porlV In Iptorllel, Inoludlnglhn commonwoellh and Ihe perlonill raprOlontellve, notpollellod wllh tlie onesomenl mayobjool thorolo wlthl" olxly (60) dnvo nllor r.oalpt of Ihll Notloe ep provided by sootlon lpo1 01 tho Inhorltanqo ond ~etote Tox Aol of 1961 (72,P,S, 9 2466.1001), Make Oheok or money order payable to: "Register of WllIs,Agenl" Mall IQ 1he udc1ress IIsled beloW: J N FOR M "'llilli. To Insure proper credll 10 your 0000111\1, Iho I1n't1O of Iho oSIOlo ood fila nLHnbur ,8110uld bo oloorly print. od on'tho ohook onnOnoy ardor, Thl8 088088monl Is modo In ooo",donoo wllh Soollon 700 of Iho lohorllonoo ond ESlolo Tox Aol 'of 1961 (72 P,S, ij 2406,700), To Iho oxtonl thot Inhorlloooo lox Is paid within 111100131 months oftor Iho donlh 01 Iho dooodeot, 0 dlsoount ,of flvo (6) poroonlls all.owod ('/2 P,S, fi2400. 71 01, Inhorllonee Tax, 01 her than lOX on 0 hllUio Inloroot, Is duo nllho dolo of tho dooodol\l'o doolh nnd beoomes dolinquonl nl tho o.plrnllon of nino (9), monlho oft", lho dooollonl's doath 172 P,8, 9 2400.711), Inherllonoe Tax on 0 IUluro Inloroll 18 pOyobie Wllhl" Ihreo (31 monlhs of!or tho Iron&for loko. 011001 In possoulon ond enjoymenl and Is delinquent tharenftor (72 P,S, 6 2406,712), Coloulolo Inlorosl from Iho dolinquonl data shown on Iho foGO of Ihlo form tb tho dOlO 01 OOluol paymonluslnO,tho 101lowlnlllnlor08110blo: ----...--..........- .........---..-.... --..--......-- --... .....-... ...----... --- -.. -... -... ........ --,'"....- ...--.....- -._'" - - -- -- 1 month ,006 '4 monlhs ,020 '/ monlhs ,036 10 montho ,060 2 montha ,010 6 monlh8 ,026 o month. ,040 1 1 moniha ,066 ,3 monlha ,016 o monlhs .D30 9 montlls ,046 12 months ,000 1 days ,00017 11 doya ,00 106 21 days ,00362 2 days ,00034 12 doya ,00203 22 dOY8 ,00308 3 days ,00061 13 day. ,00220 23 days ,00388 4 doys ,00066 14 days :00237 24 days ,00403 I ',16 doya ,00200 26 days ,OQ420 6 dOy8 ,00086 8 doys ,,00101 1 S dOY8 ,00267 26 days ,00437 7 dOya ,00116 1 7 days ,002S4 27 days, ,00404 8 doya ;00136 18 days ,00301 20 days ,00471 8 days .00162, 19 days .00310 29 days ,00488 10 <1eys ,,00109 20 day, ,00336 ,. 30 doyo .00600 -_.- -...--------- ......_--..... -'--.- -...... - - -...- .....-... - ---...,.... - -.....-- -- - - - - ........---...-... --... ..... ~ny party In Inlqrosl. Insludlng 1110 C'ommonweol1/1 and I/le porsonol repr..ontollvo. not sOllsllod wll~ thO oUonment moyabjeot therolo Wllhlr\ sixty (DO) daya nflor reoolpt of \l1ls Nollon os 'provided by'Sool/on 1001 of the Inhsrltonoe end Eslolo Tax AOI of 1061,(72 P,5, f1 24&6.1001),' , Milke ohook or monoy order payable to: "Register of Wills, Agont" Moll to the address IIstotl 'bolow: " " AnTHUIt ~,OQL.Q.lI:ntJ JAMU W, lVAN~ "QNA~D M, KATlMAII HARRY II. QO~p.ena ,. loU ItHIIMMf CRAIQ II, aToNe MU~ HllOLlA pAUL. J! u"alltO JACK M, tlAATMAN TIMOTlIII, MAR" .,J, JAy Coo!'C" TltON" l, .n"NNlR Jon"H A, L.OHIN , _TlVIN g, _HVDln 'DAVID Q, Mlt.~r." ' "MY (lI'l'I(llCl~ Out'UIIIWO, 1\\'ANfot ~ 1<^'t'~M^N, I'. C, IIIIJ hlAUllllT II"'II"U'I' 'I, (J, III,JIj 1"~1I1 "^UltlHUlIUU, l'nNNHv,.vAN'A 1"11~1I U~"PItON. (711 ~ 'a"'II"OI DQc~mber 20; 1904 " Cumberland County Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Rei Estate of William E. Feeser File No. 21~BI-IB6 Supplemental Inheritance Tax Return ~ "1I:t.t " rlt{!l ~Pl 1:1.1 " ,~l ,:--,; " I (lj N .' ,,- , ;j ,~ Gentlemen I Encl.ased please find in dupl,tcate a Supplemental Inheritance Taxneturn for tre above Estate and checks in the amount of $1,465.27 for the inheritanoe tax due and $lB.90 for interest. Alao enclosed isa check in the amount of $5,00 for filing fees. I - " If you have any questions regarding the enolosed documents and ohecks, please contact me. JRL/jmc Very,truly yours, U,.,pk I! cJ':,.~~~ c.7eplf R. Lohin Enclosures CCI Mr. Harry Leonard h -'1 j~ ,j. ;) !I I ~j('- !; it! c fi: " 'l .- ("!" N b h"jld' ~ t)" '" , fr(~ , (.~ lu 6; \~"( ~ 1111 ,.1 U .' -,,- ..,..- j' ...I CC :i en ~ (.) ~ a: - u. ~ , ~. ~ IA '~. f ~ L~~~~ '~ ~ ~, ~ ~ ~a~O~1 ~ (ll jI, ~ ~ i'~ ~ 6\ 8, "~ " ..t~ ~ ' ,~ ' 8M ,c-I ial~ 8 III 8 I'll 'd~fd~ m m oj \in -~------- " i ~IV"IOO IX:~;;'U'Al~M~~~AHiA HARli~~I1i{/l;lo, + 19, If II~. 18 "8r.at.r Iha~ II~. 17, e~ler th. dlller.nce on 1l~'.19, Thill. the OVERPAVMENT. ,A,OCheck h.r.1f you or. requtltl~8 a rtlund 01 your ov.rpayment, 20, If lI~e 1711 great.r Ihan'lIne 18, e~t.r tho dlller.nc. Oil II~' 20, Thllll the BALANCE DUI, A, BI"er th. Int.r'lI o~ ,ihe balanc. duo an II~. 20A, Ri Bnl.r Ihe total 01 IIn. 20 aild 20A an IIn. 208, Make Chte~ Po obI. tal R. leter.f Will. Ag.nt ..~I SURE TO ANEWBRA~~ QUE.TIO . ON RIVIRlI SlOB AND TO RICHICK MATH.... Undlr plnaltle. 01 perlury,l dlClar. thai I hay, .xomlned I 11 r.lurn, Inc udlng accompanying IC edule. a~ .lale"IInll, and 10 Ihe bell 01 my knowledge and b.ltel, I1II I~U', co,',roetond c,om ltc, I declarclhola,lI rl.llllale al bll~ repart.d'ot Iru. mo'~et v,alu" Declaration 01 proparor olhl' than th. plrlo!!al r,epro"ntativ. II ball. on a I~ o,matlo whlc "pare, . any knaw'" ge,' ,', , ' " ~ I ' --= 303 Kei th Rd., Mer-h<1nicsburg . I ~/PV ,,~""' n. I I ~l~! it 1/ ,:,1._) / / INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BI PILED IN DUPLICATB WITH REGISTER OP WILLS) h" "'M'" u ,,-,j-'" " 1711 Market Street . cunw Hill, PA 17011 ~!\(~!I_.cul\\pel:l!}nd o 3, R.mol~d.r Relur~ o 0, hdora' htnle Tax Relu,n R.qulred _ B, Tal~1 Numb., 01.101. depallt boxtl 'BaSER, WILLIAM m. ~IRtl.~IIf"--~1lrnAfII'-- 7l6~,O\l~6].93 , l.:.~:7!BO d1. Original Relur~ :Q 2, Supplem.ntal R.tur~ 04, Llf. htale 0 4a,Pulu" 1~lortlt Con\pramllt 06, Decedonl dled/..,alo 07, o.ce,de~1 maintained a living Irult . (Atiach COpy 0 WII) (Atiach c~py 01 trult) RRIIPONDBNCE AND COtiflJ!. 0 0 dnOU~D Bt DIRIC'tID TOt JosephR. Lohin, Esquire GOLDBERG, EVANS & 319 Mnrket Street l' . 0 . BO'X 126 B Q, .- KNV;lMi\N, P. c. (717) 234~4161 l " Rea! e.tal'18chidul. A) ( 1) 2, SIock,'and Bondi(Schedul. B) ( 2) 3, Clo"ly Hold Slo~k/Partnenhlp Inlerlll (Sch.dule C) (31 4, Mortgagll and Natol R.cclvabl. (Schedul. 0) I 4) ~ 0, C'!~h:3ll~e ~1pOIIl~ & MllCllla~eoul p.r.anal Prop.rtyl III S 25, 070 . 20 . 6, Jointly ow~.d Prop.rty (Sch.dul. P) ( 6) 7, rran"'" (8~hcdijle G) IS~hedull t)' ( 71 8. rotal GrOll AI"" (talalllnll'1.7) 9, ,Pun.,aIBxP'~"'!JAdmlrl"rOtlvec~.", Mllc.llon.aul ( 9) axp'n..qac~eQ(Jlo H 10, Pebll, Martgog. ~Iabllltlll, Lion. (8fhodule I) (10) 11. TataIO.duc:tla~. Itatalllnel9 & 101 12, Net Valu. 01 htat. (IInl Sml~u..llne 11) lG, Chorltable and'Ga~"nmenlol BoqUI.tl (8ch.dule J) \ 4, Net Valutlub eet to lax IIn.12 mlnii. II~. 13 10, Amounlof lI~e 14 taxable at 6%ral. " (l0) (I~clud. va lUll from S~h.dule K or. S~h.dul. M) 16, Amaun! 01 lI~e 14 taxable ot 111% ,at. (16) IInclud. valUt! from 8chedule K ar8ch.dule MI 17, .,.,I~clpal tax duo (add la~ from line 10 plu. lax Iram lI~e 16) 18, "Total Prior payme~tll Amou~I'Pald Dl.cau~t ~ -lIiU 'oft, ''In 1-1"1 .~ t"J(~ ii,it-J , , leJ , , .:-:> '11'1 " N. ,c;J -4 "', 'I I I;;) ~ ( B) $ 25,070.20 (11) 649.07 (12) 24,421.13 (l3) ~O~ 14 241.42:1..13 1l.06 - 1r4 5.27 II ,111- -0 ~ (17) 1,465.27 649,07 2 , 21.13. ... 0 ... Inl.,..t (l8) (19) ~ (20) (2DA) (208) 1,465.27 1.8.96 ],,484,23 31.9 Market St.,r P.O. Box 1268 arr s , 17108~1268 1:1. {j. 'II,!? (/ &I . , 1, Did decedent make a transfer and, a. retain the use or Income of the property tranderred, 'b. retain the right to designate who shall use t~" property, transferred or Its Income, c. retain a reversionary Interest or d, receive .the promise for, life Of either payments/ beneNts or care' w~w~,................................w..............~~........~...........................~............................... 2, Ifdltath occurred on or before December 12, 1982, did decedent within two Yll~rs preceding deathtranaf"r property without receiving adeCluate consideration' If (leath C)ccurredcdt,er Decembl!r 12/ 1982, did decedent tratlsfer property within one year of death without receiving adequate consideration' ' ' " x x x x x ."'.. ''''.. /A ..........................~~~..............~........~~...........................~................~........M.............. .... .... 3. old' decedent own an 'In trust for' bank account at his or her death. x ................................................................"..~...................................................... ..... .... 'IP THE ANSWER TO ANY OP TH. ABOVE QUESTIONS IS VES, .YOU MUST QOMPLETESCHEDULE GAND PILE IT AS PART OPTHERETURN. ,<' . - ' IIV,III1IHII,11l COMMONWBALTH OP PBNNSVLVANIA INHeRITANcBTA)< RBTURN RBSIDeNT PBCBDeNT TB OP WILLIAM m" FEmSER sOH'OULS "H" J FUNERAL EXPENSES ADMINISTRATive OOSTS AND MISOEI.I.ANEOUS EXPENSES, PI BNUMBBR 2l~B1-1B6 ITBM DBSCRIPTION AMOUNT A, F~Mr~1 li~ponlQ.1 I, I, 2, So Admlnletratlvo COlli I Portqnal RoprOlontotlvo Commlulonl Attornev, PeOI Go1aberg Evans & Kat~man - estate aaministration $ 350.00 C, I, " 2 . 3. 4., " MI.oollonoo~I, B~penlQlI Goldberg, Evans,,& Katllman.. attorney's fees rei insuranoe reooVerY 250.00 "Cumberland County Register of Wil1~ ~ fHin/;! fee 5.00 Cumberla~d Law Journal - aavertising The Sentine1~ adVerti~ing 18.00 26.07 TOTAL lAllo on tor on Iino 9 Reoa Ituletlonl 64,9.07 !If mO"IP'u II n"dld InlO" Iddltlon.llh'lfll elf IOmlli..) ) Rev, 1~47BX 111-S4) COMMOHWI'"'' ot "'lH",,","" NOTICe OP INHBRITANoe TAX ,A N O"''''MIN! Ot AlViNO! C 101 Dllltt^" 0' 1./,MINI,110H APPRA1SeMBNT, Al.l.OWANCe OR 01SAl.l.OWANCB ' ',0, 00. 1m OF DeDUCTIONS, AND A&SIISMBNT CW TAX ~tlHmo, f1l \11Of, . ~-l~...BB IITATI OF FlDIDSIDR WILI,IIIM m FIl.e NO, 21 01-01B6 llw.Jl!. OBATH 1l~17~.a.Q..___~....; ..__.___,___,,_.llgJjtiUo.......QUl\ll.IlliJ..AHD NoTel TO INSURB PRopeR CRBOIT TO YOUR AOCOUNT, SUBMIT THe UPPBR PORTtON ,OF THIS,NOTIce WITH YOUR TAX PAYMBNT TO THB ReGIlTeR or WIl.l.S OF THB Alove COUNTY, MAKe CHIOKSPAYAIl.B TO "RBGISTlR OP WIl.l.I, AGeNT" , JOSEPH R LOHIN lDSQ <lOLDBIDRIl ETiIL, PO BOX 126B HSll PII 1710B .........---------. PLEASE RETURN THIS PORTION TO REGISTER OF WILLS 'IF PAYMENT DUE Amounl R.mltl.d 10R.gIII.t 0\ Willi QI,I1 .Aj.9t'l9. 1HJ~ .L!~B...... ..-:~ .!'I~r~IN",",C1WI!.Ft f'9I:lTI9t(p.O.R. Y9\,J1:l.F!.li~9!'1'?~ ,::c.. .... .... .... ......." . NOTIoe OF INHeRITAN~E TAX APPRAIseMBNT; Al.l.OWANCE ,OR OISAl.l.OWANce OF OBDUOTIONS AND AsseSSMeNT OF TAX RBV, lB.471X (11,84> " " , urATIOF'FmIllSlllR WILLIIIM lD FIl.B NO,21 Ol-Oloe ACN 101 DAT! 02~19~B5 T AX ReTURN WAS: (X) ACCEPTeD AS PlloeD )' OH~ ~ISBRVATION CO~<<~FUTURe INTBRe~SIE RIVIRse APPRAISBD VAloUe DF RETURN BASlO ONI 1 SUPPLEMENTIIL. RETURN 1, Rul EIIII. (Soh.dul. Al I 11 _ .OL 2, Slook. Ind eondl (Soh.dul. B) ( 2) _ .00 3, Clo"ly H.ld Slook/P.rln""hlp Inl.r'll (Sohadul. 0) ( 3) .00 4, ~orlg.g8l1Nol81 R.o.IV.bl.ISoh.dul. D) ( 41 .00 6, C..h/Blnk D'POlllliMllo, POTIon11 ProperlY (Soh.dul. I) ( B) 25 , 070.20 6. Jolnlly Own.d properlY (Soh.dul. F) ( 6) .00 7, T"n.fera (sohedule ll) ( 7) .00 ,5, Tol.1 Aue" (' B) , 26,070.20 . APPRoVeD DBDUCTIONS AND eXBMPTIONS, 9, Fun"ll e.p.n"I/Admlnlllra\lVe COIIIIMlaoellan.oua 649.07 , eXpenD8I (Soh.dul. H) I 91 10, O.bla/Morlgage lolablll\lll/lol.nl (Sohedul. II 1\01_.00 \I, TOIII D.dUO\lona 1\ h 12, Nel Valu. of rex R.\ur~, If 2) ) 3, Ch"ltlblolGovGtnmental Boqullla (Sbh.dul. J) 1\ 3) 14, Nel V.lue of aal.le Sub).ot IoTa" (14) NOTe I If In ,...u.mtInt wa. iuuad p~avlClu.'y, l1n.. 14, 1" a~dlo, ~ 1B and 17 will ~'fl.o.t figur" that lnolud. tht total ,!If .All ~.tu~n' .......d to el.t., ' ASllU8MBNT OF TAX I" 16: Amounl of IIn.. \4 la.able el a% reto 16, Amounl 0\ IIn,' 14 ta..bl, al 1 6% tlto ,17, Pr.lnolpal Ta. puo TA1(,CRBOJT81 PA V~eNT DATe 01,,:,04~B2 12-20"'64 12-20-64 'fJ~9.07 '241421.13 .00 33.9B7.16 1\61 1\61 33,967.16 .00 x.oa- _ X, 113- (17) 2.0351.23 .00 2,039.23 ReCEIPT # DISCOUNt (+) INTERest H AMOUNT PAlO 069919 120736 120737 46.B2... 266.63- 246.67~ 51;lB.31 IB.96 1,465.27 INTEREST IB OHIIRIlED FROM 12-21~64 TO 03-06~B5 tOrAl. TAX CRaOIT AT THIIlRIITIIlS APPLIOABLE 118 OUTLINlllD 'ON THE BAloANCB OF TAX DUB 279.04 RlllVllRSlll SIDll OF TMIS FORM..' INTeRB8T 3.46 . ~/:~OI~rJ~:lo t~~eRm SEE REVERse FOR CAI.CUloAtlON TCTAl. DUB 2B2. 62 (I~ BAI.ANCa Due IS loESS THAN H OR IS Repl.SCTeO AS A "CReDIT" (CR), NO.PAVMENT IS REQUIREO)