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HomeMy WebLinkAbout81-00189 n ") ~~ r. 1:1 f;--I ,f 9~,l ,.1 , 0(" . ~~~ ,:1 (1-\ -'I (1 " H [, Z~ , , r-d ~S ' " ['1 IT: ;' II 1'1 11 ......~ _oC'f,. ;t,. ~lt' OATH m' I'I~RSONAI. RI~IIRI~S.;NTATIV.: COMMONWBALTH or I'BNNSYl.VANIA SSI COUNTY or CUMUBRI.ANO Doforo mo, Ihe Reglslor for Iho I'robnlo of Wills IInd grllnlln8 of Lellers of Admlnl~\rnllon In ond for tho County of CUJllborlnnd, porsonlllly clllllo----1!!!!)n1a O. OClvot'ly, 80\1:\'01' VI' & '1'0 llnl'mol'a '1't'IICl t CompClny who, belns dilly swot'n, do~_doposo ond sny thlll os I':l<ocutot' of tho IlIst Will ond Tcstomont of 8o:lhot't ^. NyOt'Cl deooosed " > ') , he __11'111 w~lIl1nd truly odmlnlslor tho goods ond ohattols, rlshls ond or"lfsofsald deoeased aooordlnS,to low, And ftl~o 11'111 dlllsenlly oomply I\'lth tho provisions of tho law relollng to Trllnsre~'jt"t~ln~o~O~~,<.' ~\lb~rlbO~befOre me, March 13 _---",0.. 19~ ;;.z:, f./v.0 " /. . ,~. Ii. 'J Resister ] ~I ca; u. II'l ~ 0 ~ J 01 ..J ~ :!l .!.t ..J ~ ~ ~ - . co a: ~ .!.t IS " ~. N . 1 <lJ ~ "Q ~ T- ~ N C\I J .' ~ , t;l 1 "~ ~ ~ n DJo:CREE March Bell remombered'tholon the 19,t:.h day of reeorded tho losl Will IInd Toslamelll of Seibert:. A., Myers B1 IA,O,'19____. there was probated and late of Car1illle , Cumberland County, Pennsylvania, Farmers TrUst:. company Oocoasptl, Letters ,Teetamentary Weresranlod 10 Witness 'my hnnd.nnd offlclol selllthe day and YOllr of ores aid, ;' , ~~_:~"t~ H V'~ (! ":4' h --td_ , ( . ~.(R4./ /", , , Roglster P~J..YlilillLltli:L&.mlliliQ ETA x ~Qrr..tilijjllJ.J N f!UL"1~IIO ~ 1, ~~mONS1lJLE FOIlIlETUIlN Secllon701 of tho InhorltllncQ IInd Eslnlo Tnx Acl 0119611Hovldo~i Ihnllho follllwlnll l)Ilr~IIW sholll1rol1l1f(:'olltllllo n rolulI1: . n,111O ~(lrsonnlroprosolllnllvo of tho oslnlo of lho dut:otlullt as to IIll1porlv of 1I10cloeotlont fllhllinislmntl hy hllll nnd such nddlllonnllHollorly which Is or IIIny ho sllbjocl to Inhurllallco Toxof which ho/sho shilll hnvlHJ[ ncqlllro knoWfodgo;'" , b; ,Tho lrnnsfnroo of ~rOllorlY lI~onlho lrlHlslor of which II)horltllllt:O Tox Is or IlIay ho Il\lposotl hylho 19lJ1 SlllliJlO', Inc!U(I!I\R:lIlrusIOO 0 proporlY tfAlIs(rHrod III trllst, plllvldtHllholno Slll)/II<\III flJltllllnOlJd hI) IIIndu hy Iho lrnl\sforoo of ~ro~orly Includod In tho rolllll1of n pOl!lOltlll rlJprusonlllllvlJ, ' 2, PLACE,FOIl fiLING Tho ro.tlllll Is to bo IlIotllll dll~lIcnt(l with tho Ilonlt\tur of Wills of Ihu cOllllly'wltoroln tllu (Iocotlollt rnsldml, 3., tlME FOR t'ILINg The rotlllllls dllo nloo 1II01llhs nllor tho dooodont'sdolllh, 1111105';; 011 OXIIlII!iiollIQI lillng IHIB hoon nppllod lor nnd Rranled by tho Socrolory of Hovonllo wllhlnlllo nlno'lIIonth pllrlod, . , 4, FAILURE TO FILE IlETUHN Section 791 of !I,o 1961 Staluto provldos lhnl", , ,liny pnrsoll WillI Willfully fnilslo fllo n rolUl11 or (lthor roport requlrod of 11111I, , ,shnll ho porsonally IIl1hlo, , ,to n p(JIwlly 012!i% of Iho tnx ultllllllloly found to Uo dOll or $1,000 whlcllOvor Is tho 10ssor 10 ho rocovOfod Uytho Oo~mllllont of Rovolluo n~\ dobls of 111<0 1II11ounlllto rocovllfahle hy I IIW. " 6,'~ATES , I Inheritance Tax Is payaUle 01 tho rulool G% onlrunslors tollnunl (lljSClllldollls, slIch II~ lotllor, 1II011l0r, hllshqlHl, wlfo, son"daughtor, grnndchlldron, grondporonl, sorl'iI1.luwnlld dnulthlnr.III.lilW 11I\(101 lhll rnlo 0115% as to nil olhors, 6. 'pAYMENT OF TAX Thotnx assossod 011 tho lrunslornf property roportotlln tho rolufll i!i dllo !llllooths nflor Iho docodont's dOftlh, Il1torost allhornto of 6% por onnllm Ilccruos thorollflor until 'pnYlllontl !lllllldo, All pllYlllon Is ,I ocol vo1,1 n.re fI rSluppl1 od to nny Interost Wllloh mlly hoduo \';11th l"IIlY romull1dor npPllod,to tho lox, IF TAX IS PAlO WITIIIN 3 MONTHS AFTER THE , DEOEDENT'S DEATH, A DISCOUNT OF 6% OF THE TAX PAYMI!NTIS ALLPWl!D, . . ' All C,hockS shmllel bomndo phyuhlo to IhQ:Roglntorol Wills of tho coullly whorolri tho dOGotlulI1 rqsldod OI1doro recolVod suhjool to Iho f!r101 dolorlllllln!lol1 of tho Doparlll1oot qr Rovol1uo. , i 7. FAILURE TO PAY TllelllXos Im/lOserl, lo<<olllor wllh nny Into,rllSllholL'on,OIo lI,"01l1ljlOO iOilIIHOIJ()(IY,',' 'whlc:1I lion rOllloll\s In orract ulIlll the loxes all( Inlorost hava hoon pold In Illll. Tho tnxHS lIIay Iw sllorl,for IIp,nlnsl illlY roal proporly In 1IH1 docodont's osloto oroRlllrlsllloy ~ropollY"holonp,llIP, 10 11 lrnnsloroo Ilahlo lor tho tux, 8, PILINGOt: FALSE RETURN Any porson who wllllullYlllokosa fal.so 10turl1 or roporl roqlllrnd olhllll nholl, In uccordnncn with Socllon 793 ollho 1961 Statuto, ho,gullty of (I mIS(\OnJ(lOnOr lind, ollconvlcllc1l1lhorolll, shull hO!i(i1ltol1cod 10 poy a fino 11.01 ol\cllodlnll $.1,000 Or undorgo IlIIprlsonmonlnot oxooodlng one Yllm or IInlh, I.' , '";vw\a~ (hUn! 110MMONWBAI,TH IIp PBNNRY~VANIA DI!PARTMBNT OP AUVBNUB mANureA INlll!AITANOn TAX HU"IOBN'r OUOOlll!NT SCHEDULE "0" llaNerlCIARlllS '* (llIBlmO'r/()IIS 011 nlJv()rso Sldol Estoto of Helburt ^.,.)IYOfS - 4>.~ , , aeNEPIOIARles AND AOORaS8DS RllLATIONSHIP 8UI1ViV[Hl DATE OF INTllf1E8T OP BeNEPIOIARY , onOEOllNT nlf1TH - _II , ~ _Jil,Q! 0 rvt l,llL,SJ..qmg,tJu'Y._Afl.lilll.llio.l:illll. -, -- ..-..-~---, -< "-"'~-~"~-'-",,- __n__.~.__+h"<-_~'----"',_ <--'--~~'-'~---- -4J.0o...uo. 0./0 !..eroy O. nllllS.I1mI1n..-1!:gJl11L._ _ '~'-""-""r"'"'"'~~+---"''---'-''O;'~ ........~._-~-~._.....- ------------ ----- R. P. c :) nOli 83 , ...-.................................. ...............""'-.---.. ~ Nllwv:llle I ~A 17241 __.-------.._~__r_.._.__.__ " -...-- ...---......-..-- , , -- -. ., ,. , Ilomawood Ohuroh llomes L 'Lnc. ~-_......- 1/0 n.,"" ,..... . Carl,tsle, PA 17013 , " - - -----...-.- - " , ,- -- ----...,. -' , II? ""sicllle First United Churall o f.-illll'JJlL__ " , Ram..'" .'dn, Fallo ----~_._- 'Car.t:lale, P^ 17013, , --.....--..---..'-.- --,~-,-~""~----'&_- ---.-..---.-......... --.;.---- , ____,,~__~_____~_._n~r'__.__.._ " _ _._______--r"."_.__d______,,_ -, __._u.___ ..~~ ,~."_U_,__ ~~u~ __". " ~..., ._--._.~ .___'u.._._.,..., ,",,-.. . -~.---._-,..,-~.........~~..--- " , "- ..~.-__.l1.....___ ~___,_~'.__.n--_.. " - , , , ......-._~._* ---------.... ...---~---- -----.--- , " " ,- --.~-_..__.._._,-_--..--- ----................ - . " , ------- "" ""- -~~._. -- -____.____.ft...'-..._.n_n_____.'~-'....._~~.~..,. ~..___.____..~~____~___ _0.,___,;-__ ".- --'-,-';<--- __ _"._.,~ u ._,....."...w.. _.~.----,-.--.--._---~-- __~o---..___._....._.._.. ...__,_.._._ _...~~." _ -._._ ..__.._...~.. ._-..~--" --- ..,..---~. ~ _~~ "~r'_"_"__~'_"U ..u,_,_ '" " " ,.-. ------ ----.~.~...- -- H_~._ .~~ -~-"..._.- "-.-..,-,.."... ..___..14 --------~-- --.---.-.... , -, - -- _.---~- -", ...~ ---------.- - - , " -~-~._,..,_.. ri... "-'--~- - .__........_.......--_n_.._.__.... _~'"~n.~'~~~~____ , ~~-..............-~.._--_.., .~.. ._----~----.---------.... --~,,_.~,--- "-.r------- " , ._______n-.-____, ----~---, ----.... -'-------.....-----.-,..; ._--.,. --.~~.---~- --.-..-------.~---..... _..,_c_-I.c....___.___....~ " , -- -- , - - , , , -- -- ~" __..........0....--...0....... , - , , -.......------------.--...- -- ~---,~~ , _;....-,-_.....--__"___..__._'___~T_L'_ _~..._._ ~~--~,~,----'-,-...~.._-~-~~- ._'..,nm__..,_~._._..., ---............- ~- , --- --........ -------- ...------- - , , , -~---- ---.._------<--- , , , , ~ ~.... -..- u -, '" " Tho a~ovo ~anaflalnrlas are living ot this tima oxoopt for the following: NAMll DATE,QF DEATH L; lliir..'lUCTIQNS ~oR COMPI.ETING SOHEDULE "E': Sohedule "E" must Inoludo ull property, roollllld personal, ownod by tho doaodon\,Julnllywl\h ono\her party or parties a8Jolnt tenantl with right of survivorship, aOlh langlblo ond Intanolblo'prorJollY 01'0 \0 130 1noluded, !.Ist real estate flr8\, ' 1. De80rlbe all reel proporty,as Indloated In \ho Instruotlona for Sohodulo "A", 0080rlbo 1111 poraonol propartY oslndloatocl In tho In8tructlon8 for Sohodulo "B", Inollldo tho nama, lIddroo8 IInd rohltlonohlp to Ihe deoadent (If theoa'awner (s) end tha dolO tho lolnt awtlorshlp was 1I8lilbll8hocl. ,2, Indloote tho tgtol morket valUe of the joln,lly ownod proporty, 3, 'Indloote tho peroentogo of tho c\ooodont's Interos\, 4, Indloete tho merkot vellls of the deoedent's Intoro6l, "~-----~~''''''''''''''''''-~'---~-i~-'.--'''''-'-----''~-'--. ~ ~ 8 8 ~ ~ e; ::l ;I- 'r: ',.1, ~ ~ r:'! t1 -I "" p: m ~ r.; ~. p ~ P 'it. Z ;;I I , P 0 ~ (Jl , :r: 0 (Jl 0 p 'Tj '11 - ~' 0 ~ 0 Z' I q' },l:. ('.\ VJ~~: ~ [~: ~. -. " ."C'" (') "'1 11tr 0 t~" I 'I:;_i Z J.J!\ 1\- 'j g Cil ~t<:.. "e' rr.;(ii !i f.) .j 'ii ~ BU' ~~.~ fE ~k:!, po p::u.o ~ tit.. -, ~ u " " , " ~ :::l ~. . ~' 0 i ' I.... ! ; 0 t}l ...\ 'tl . 1 ~ ;J 1 <U ~ ~ r-I ~ ~ " ~ ~ a ;:j ~ ~ Vl o:t 0 d -. lJ.. lJ.. 0 ~ 0 z ci .~ ~. d " ~. ~ z z. , , ::I 0 0 0 ~ ~ ~, z ~ p ~ ~ ~ 8 t:>< , ' ;' ,i" " CHARITAal.,E eXEMPTIONS Section 30201 the In\1erltance and e'ltate Tux Acl of 1961 and t\1o Act 01 May 28, 1956, P.L. ,1757, '01 amended by 1959 P,L. 821 provldo lor oxomptlona /rom In\1or,llanco tclx,on t,ronllerl 01 property to or lor the UIO 01 qualllludo\1arltlos.' (1) Anyono looklno a chorltoblo o>lom(llloll Irom lI\horltonco tax s\1all 1110 on application, In trlpllcato, wlt\1 t\1o Roolller 01 Willi lor tho county In which the decodent rosldod or, the county whero lettors wero luuod,ono nonr,ealdonl OItato. (In nonrolldont cpao5 w\1oro no lollorl ~avo boon luuod tho appliqatlon Ihol,! bo Iilod with t\1o auroau 01 Examination, Reportl Roconclllotlon Dlvlllon, 6th Floor, Strawborry S9uaro, Horrllburo, Pennsylvania 17105.) (2) Moro than ana chorltablo bequost may bo listed on tho opplicallon sublect to tHe follOWing rostrlctlons and IImltotlonsl ' ,(a) All 01 t\1e org~nl%atlonB Illtod on on application lor charitable exomptlon mUlt be qualified lor approval by t\1o local Roglster 01 Willi. Such organlzotlonl must appear In,the "Cumulatlvo List, Publication No;78,"prlntodby the ' Superintendent olDocumentl, Was\1lngton, D,C, or,muat qualify 01 a local 'establllhod chure\1 or comototy osaoclutlon 01 0 churc!lt (b) Applications lo'r chorltoble exemptlonl ,on bequests tll arganl,zatlons which 'do not qualify lor approval by the local Register 01 Wills aholl be Illed on an Individual application basis, listing only one charitable organizatiOn on ~~~~' ' " (c) When an application II propared 10 cover moro than one charitable organlzotl~n,' the name and oddresa 01 oooh 01 tho charlto~lo organizations and theomounts or apprelsod voloe 01 tho propelty lot w,hlch tho ,exemptions ore claimed shall be Ilstod on tho rO,vorse ,side 01 tho oPl>llcotlon, lorm. ' , (3) No application for.a chori'loble oxemptlon ,shollbo processed until a/tur tho Commonweolth hos applnlsollthe voluo 01 tho property In the estate ondon o/Hclal notice olapprolsomont (form R~Y.~18 or REY.523) lor rosldent decedentl, or the letter 01 natlc,eol appraisement and allOssment of tax lor non-resident " , decedentl, has been duly Iliad by the Commonwealth's appraiser with the Register ol,Wllls or tho Dopartmontol Revenuo/al tho calO inoy be, and a copy sent to tho taxpayer as roqulrod by la,\,!, Thl. f..m'nw.' b. .ompl.,.d In IIlplloato .nd ollth,.. o.pl" d.Ii....d I. th. R.ol.,.,o' Wllldot 'h~ G~untY,ln whloh 'h., d...d'nt ...Id.d, or In whIch l.ttlUw". IUIJ.d'fo; a non~,ulda"t decedelll" utatal ,If Ihdd"cadunl was (J_I1QIHruldlnt of P.',,",vlvanla Qfld lette" w". n.t IlIu.d by 0 P,nn.yl..nl. R.gl"" 0' Will., d.II'/," olllh... ..pi" 101 PAt O.p.'lm,nt 0' Royonu" Bur,.u of ~'.ml~'ilon, Hontllld.nl Inh.,II.no. TOM Unl', 6th fl., SIr.wb..,y Squ.", H.ltl.buto, PA 17127., " ' ' JNfQflMAlill N" To 'nouro I1lopot modI! 10 Vow nUllount1 tlw fll1IllO uf 1110 oullltn 1I11t! fUll fltlHlhrir 1J1w\lld hn ulontly print. ~d ,on tho chook or m0l10V ord"" Thl$ nUDurno,,' Iii "Hldo In 111l00nlnnClo witt! miollflfl '/00 of 1110 IlltHlrlllH\otJ IItul (:lItntu lux Ant of laal (72 p,a, 9 2486,700), To tho OKIOl1t \hot lI1horitol1Oo 10' I. I'lIld withll1 \luoo 131 Inol1lh. lIf10r Iho dOlllh of \110 docodont, II dlloo~nt of flvo 1611'oroont II oilowod 172 1',8, 9 2401;, '/1 0). Inhotllonoo To., othor Ihlll1 IUK on 0 fulu,o lI1to,o.l, III duo ollho dlllo 01 \l1Il dooodlll1\'O dOlllh and Ii.DOrnOa doitl1q~ont .1 tho o.plrollon of nll10 101 monlhe .flor Iho dooo<l""\'1I dOlllh 172 (',8,'~ 24U6.7111. ,lnllo,lIonoo TOK on 0 f~t~ro Inlo,ool Ie pevotJlo wllhln UHOO 131 mOl1lhe lIito, Ih" tron.lor \I,kll. nflt,ol 111 'l'o~jo..lol1 and onloVlnont and II dollnquonl,lho'ooitor (72 1',8. 9 2406.7121, Cnloulolo Inllu,,&1 from "," dolln'!l/ont dolo 0110V/l1 on tho 1000 of Ihle fo,m 10 Iho dOlO of oOIUlI1 povmonl uelnu Iho 10llDwlnu lI1torr,olwIlIO; ......_...___.......__ __.~_......__ ..'_ _....._....,~_... __., ...__'" _... _o~___ ~,,,.'n" - _.,- - ........ .......-.---- ..--...-...-... - - -- -..... 1 monlh ,006 4 monlh. ,020 7 nWl1lh. ,031i 10 monlh>> ,060 2 monlhs .Q10 6 mOl1lhe ,026 o ITIfJnthl.l 040 1 \ 'monlhe ,(J6B 3 monthl ,016 o montho ,1)30 o rnontllfi 040 12 ",onlh& ,060 .-~---.~~---..-- 1 deve ,00017 11 doV. oalM 21 dllV' ,00352 2 doVa ' .09034 12 <lnv. ,00203 22 <love ,00309 3 dav, ,00061 13 d.yo ,00220 23 'loV. ,00386 4 daVI ,00068 14 dOV. ,0023/ 24 doV. ,00403 8 dove ,00085 16 dnvo ,0021i0 20 doVa .00420 8 dove ,0010\ \0 dllV. ,00207 20 dove :00437 7 dove ,00118 1'/ dllV' ,00204 27 dovs .00464 Q, ddVe ,00136. , 8 ~IIVS ,00301 20 ~~ve .00471 9 davs ,00162 19 dllVo ,00310 29 <love ,00488 1 II davs ,00169 . 20 <lovo .00336 30 dovs ,00Boo ..____ ____.__ ___ ~__.._..... -,r-......-...... - .....,~,_...... ._...... - _....... ....... -.... .........- --.......-"" - - ...........-...-.. _..,OM -... , '" Any pnr\V In 1I1\O'oSI. Ino\u<llno, ,1110 COnlnlonwollltll nil" t1lU p",,,onol rOI1ro.unlllllvo, 110\ eoll.flod WillI lhe anOBbmonll'l1nv objolll \horOlo within .I.,V 100) dllV. lilt., rnnlllpl of ..111 I. NOllno 119 p,ovido<l bV Sootlo" 1001 of tho Inhorllonoo ijl1" Estllln To. AnI 0' 1001172 rs, ~ 2400,1001} , Mnke nhook or 1l10lWY ordor pnYllhlo 10: "Roglat!!r 01 Willa, AIIIH11" MullIn 1110 uddrOR!l lI~t!!d holow: OEN~~AL INl:lgeITANQ~ TAX INfQB~ATI.QtlI Uns~tlsfle~ liabilities Inourred by tho qeoedont prior to Ills/hor doeth ore daduotlble eg~lnst his/her taKeble estate, In oddltlclIIto dobts Inourred by tho cleoodont or estate, othor Items ere olollT1ublo Inoludlno the oost of administration, ottol'l1ey fues, flQuolery fees, funorolllnd burial eKpensas Inoludlng tho cost of 0 burial lot, tombstbne or graVe lr1ark,er, All debts being olalmed agolnst on estate aro sllbloot to the approval of the Roglstor of Wills with whom the Inherltanoe TaK Return Is flied, ,EVldenoa to support tha dooedent's or tho astllto'sllablllty for the dobts belf\g claimed should be attaohed to this sohedule, A family eKamptlon of $2,000 meybo ololmed by 0 spousa of u deooclent who dlod domiciled In Pennsylvanle. If there Is no spouso, orl,f the spouse!1os forfeltod Ills/her rights, then enyohlld of the deoedont who Is a member of tlie 88mehcusehold oen claim the eKemptlon, In the event thare Is no suoh spouse or ohlld, thll eKemptlon oon ba olalmed by 0 parent or paronts who 'o,re members of the same'housell0ld as the deoedent, Tha femlly eKempllon Is allowable only aoolnst a8Setswhlch pass by a will or by the Pannsylvonlu Intostqte L,ews, !; "'" ~ 8 ~ ~ I ~ ;.. ~ z M G"l ~ 0 tTI Z r.il p z 9. ~ , Z P 0 ~ 0 , ~ 0 '11 '11 .... :::l ~ 0 ,.. " Z ~ 1'\ I,. ("..i ~_J , ' 0, ;~~ t ~ "<;' :i!':: (:/, I h,~' ~ 11)1 ;.- tl,:~ t.:.-,;' n~(/i If U\...i , .. 8'-" :'l_'W ~ ,~' ~ ll;!XJ SO m"ci Jf..) r.:. INSTRUCTIONS FOR COMPLETING SOHEDULE "F" 1, If the'famlly oKemptlon Is being clelmod, Il1dloate thoolalmant's nome, edqreSll and hls/har reletlollshlp to the deoedent, Entar "famlly eKemptlon" In the remarks colllmn ontl tho amourlt olalrnod In the amount Qolumn, 2, Assign oonsecutlve rlumborsto eooh Item listed, 3, Enter the dato on whleh eaoh dobt was Inourrod and/or paid, 4. Enter tho nomos of oaoh payoe, 6, Provlcle 0 brlof o~plenotlon In the romMks column for 800h debt olalmod, 6, , Enter the amount of oach debt bolno olalmod, 7, The form must be signed by the,porsonwho has assumod tll0 rosponslblllty for'poylng tho dobts,