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HomeMy WebLinkAbout81-00201 No, 21-81 2;,1 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of MARr.AR1<'1' TAM1<!': , deceased, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petitioner(l() IsRK~ the execut rix named In the Last Will and Testament of MARGARET JAMES dated January 21, 1981 Decedent was a citizen of the United States and a resident of Mech;mic sburg MooHOOx(Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on Saturday the 7th day of Ma.rch A.D, 19~, In the County of Cumberland ,State of PA at the age of ~years, Decedent ~has not) been married and~lf(has not) had children born tdmlh (her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of $31t, gOO and of real estate to the value of NOfllJ as near as can be ascertained; said real estate situated as follows Therefore, your petltloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated March 24. 1981 Name and address 9hLVvc.W<-!w ~<V/ of Petitioner(s) r.",pnnnlyn Ree!> 507 E. Elmwood Ave. Apt 1A Mechanicsburg, PA 17055 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND i C)b/I,FNO()).,Y"; /P6e S ss named in above application, being duly 52,fltJrL...I according to law say(s) that the statements set forth In this petition are true to the best of J-fE',1-.- knowledge and belief. sworn and subscribed before ..9.:\>\( ~UV\.J-,,-k2( r' j R l' .iUJ./ me, _ _ March 24 1981 ~ 'l -- -:- ~---o/~J--~~-~ ____ _______________u____n_~/l~6b2 / /b1o Filed: March 25. 1981 Attorney ~ 7. jJOo~R-r 3' CJ.;;2 F 1?'7r71n/ .5'.1. j'J1eCtlA,vIC'-Slj'V'(J, fJ/T ...' .", 1~i1!~~}mtitbf~.~t~a~ ~~llt'~:C:l;~l~ ~~,il""I'~~~J:..~~~ ~'Iol~t,:"''''~'''''j.'\I''' .>/.F"'W.,lfp BE IT REMEMBERED THAT I, MARGARET JAMES, of the County of Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTA."IENT, hereby revoking and making void any and all Wills and COdicils, or writings in the nature thereof, at any time heretofore made by me. ~: As my personal representative, I nominate and appoint GlreNDOLYN REES, to be the Executrix of this LAST WILL. In the event that GWENDOLYN REES is unable or ceases to act for any reason whatsoever, I nominate and appoint WILFRED T. LEATH, to succeed as Executor of this LAST WILL. SECOND: I dire<:t that my debts and funeral expenses be paid as soon after my death as is practicable by my Executor out of my estate. THIRD: I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated, that shall become payable by reason of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property passes under this LAST WILL, shall be paid by my Executor out of my estate. FOURTH: I give, devise and bequeath all of my property, real and personal, wherever situate, in which I may have an interest at the time of my death, including any property over which I may have a power of appointment, to GWENDOLYN REES. ~: In the event GWENDOLYN REES fails to survive me, then I give, devise and bequeath all my property, real and personal, wherever situate, in which I may have any interest at the time of my death, including any property over which I may have a power of appointment to WILFRED T. LEATH, but if he fails to survive me, then all to my descendants who survive me, per stirpes, their heirs and assigns forever. ,.. (1 .~ . \lr_ t.....j'\('":"'( .... ol,. ACKNOWLEDGEMENT COMMOmIEAL'l'lI OF' PENNSYLVANIA SS. COUNTY OF' CUMBERLAND I, MARGARET JAMES, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do he~eby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. lv /t..,c,/(r:.,{c.'/_' MARGAREt JAMES Sworn or affirmed to and acknowledged before me, by MARGARET JAMES. Testatrix, this '1 ( day of J II /u. ,( ,! 7' ,1981. ~;fr;./~;/~;?/'~:, ~//. . ( c: AFFIDAVIT ubl MURR!L R. WALTERS 11/, Not.ryPubllc Mechenlcsburg, CUmberlll1d Co,,'.Ps, My Cqmmlsal9n Wit" lie" 9.' 19i14 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY' OF CUJoIBERLAND We, /l11//2~ /1.J ~'" ':1'-4 and U /'+ I L I' ;-I t v' I."> , the witnesses, whose/names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL; that MARGARET JAMES signed willingly; that she executed it as her free and voluntary act for the purposes therein expressed. that each of us in the hearing and sight of the Testatrix signed the will as witnesses. and that to the best of our knowledge the Testatrix was at the time 18 years or more of age, of sound mind and under no constraint or undue influence. C7J A.' i", ;, '1l.J2.-t2- ...- / ~ ''''_ (I' ( ( f /t/j /';. l .k" r7:_T" -It, /1 ' /.:' 1/ . ~/ / /".!.-._j/';/ /l/{"-('-LA-;LJ ..- Sworn or affirmed to and acknowledged before me this ;2 I day of 74#1/../,"1y,1981. /,,;' ..... ,-." /' ,/ ~~/.c ~~'~'-' /::;/:/. ,- ~~'~- . . ~' ~.~ Notary Public MURRtl R. WAlTERS III, Nololy Public M~hanicsburg, Cumberland Co.: P.a. ,~y Commission hpires Dec. 9, 1984 "'()C' (o't,'~ ',Th ~" IC-= ;- :f .~i --~~"~' \ ~.- ,~; ~ "'}~ . .)-~' j; ~f> ~ \ ~~ :l . .~ \ ,", ;. .~ ,.~. ~..' !. :": .. .~' .' { ~~i) . ({~ f- ~ a: .. z IJJ ~ . . (9).> o5~~ 1Il...",~ . c( z z . >- :;: III N 1ll::E II. J- ~ ... ci o:otflo: IJJ ~ ~ ill [D 0:( N III. ..J N!:! <C ~ i3 . ~ ~ ~ ~ ..,-, .. .. ...:.. O,li . . , " .~ . ~ ~ g TAX AT 6% .... """""";a .... -- I .._..... __ .0:..- i 1 REV-'16m .~.No-K 29476 ! I .- . " If = lit ~ , RECEIVEDA1bert z. Gogert, Esq. FROM _____4___._____'_____..________ ~ - ""'-'L__~ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX TAX AT 15% TAXAT_% Main st Meehan!csburq. PA 17055 ---~f~~T~j~~~~tiTioN:~-Ch;- 1;81 --- - ESTATE TAX TOTALTAX CREDIT U.46B.72 FILE NUMBER 21-81-201 Ma 1 1981 NAME OF DECEDENT Mar aret James Cumberland m m LESS DISCOUNT PLUS % INTEREST (FRDM TD_' "'.41 DATE OF PAYMENT ,------- --- COUNTY ----------------------- TOTAL AMOUNT PAID U '.40; ,Q ;' POSTMARK DATE ~ REMARKS: ~ ~PAID ON ACCOUNT" SEAL RECEIVED BY " i. i j..._ /// /i...1 ~ . I // SIGNATURE v J . /;':/11 "f.- / : ./ ., ... _'~ __~-.:i/ / HEGISTEn OF WILLS ..1;:;7 - - - - - .-. --. ._- -- - -- - ---- - - ~ -- -- -_. -- -.. - - - - -- - - - --.:.:-. . . .. .~.. '. REV.449 EX"' (3.80) COMMONWEALTH OF PENNSYLVAHIA OEPARTMENTOFREVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDEHT AFFIDAVIT OF FIDUCIARY (lnstructionli on Reverse Side) .. Estate of Margarat._J.ameB-- Lost Address-.-1109 _Appl~J2~d\P.t. -{\--- Mechanicsbu~, PA 17055 Dote of Death March 7.._19R1 Social Security No. 231-38-5134 Bureou File No. (CITY) ISTA TE) ('l.IPI County File Nu. -d /-/!/-,;)() / 1. Decedent difrd: ( ) Intestate (without 0 will) (Xx) Testate (leaving 0 last will --copy attached) 2. Is the filing of 0 Federal Estate Tox Return required for this e.tate? Yes_ No 11\1 3. (XX) ~~r!Executrix ) Administrator! Administratrix Name _G:wendo1yn Ree~L 507 E. E1mwood Avenue. Address _._Ap~~ I-A _Me.chanic.sbw:g.I-PA 170<;<; (CITY) (STATE) (ZIP) 4. All correspondence should be mailed to (X ) Attorney KikRXK 5. If an allorney is representing the estate, indicate: ) Fiduciary. n o:l nO .0'" S~ ~ f,,~ ~:=~ "'0 rq~ :x ~::o ~ '.0 ;n'.n ,M r- ~~ ":'7 . ,.-:~ I 0" '.. ~ " (>z .0 ." g,~..~ U , n . v ., :,.'~? .~ .' " c,:. Nome Albert Z. Bogert , Esquire Address 22 East Main Street Mechanicsburg, PA 170<;<; {CITY) (STATE) {'lIP} List 011 safe deposit boxes reqislered in the decedent's individual namec or jointly with, or as an agent or deputy of another, or in decedent's individual nome with right of access by anotner as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box is located, the nome (s) in which the box is registered and the relationship of the laint holders to the decedent, NAME AHD ADORESS OF BAHK OR OTHER IHSTITUTlaH IN WHICH DECEDENT MAINTAINEO A SAFE DEPOSIT BOX HAME DR HAMES I~ WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLOERS TO OECEDENT None Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the bfrst of my knowledge and belief it is true, correct and complete. [ ~ I L""-,,,,.,l.&.{.~^,,~ ~ QJ!.-v SIGHATURE F FIOUCIARY :,).(I! '?' / DAl'E PENNSYLVANIA INflERITANCE TAX GENIjlAL.!!i[QRMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Eslate Tax Act of 1961 provides tliat III(: IdliiiWillf: pel',()ns shil:1 pmnare ,lI1d file a return: a, The personal representative of tlw estate of the decedent as to properly uf the decedellt ildlllinistered Iiy him and such additional property which is or may be subject to Inlleritance [,IX lit wliicli liC/slll: sliall have or acquire knowledge; b, The transferee of property upon the transfer of wllich IlIlIeritance Tax is or may he imposed by the 1961 Statute, including a trustee of property transferred in trust, provided 111 at 1111 ocparalc retlllll need be made by the transferee of property included in the return of a personal representalive, 2, PLACE FOR FILING The return is to be filed in duplicate with tile Ilegisler of Wills of tile cOllnty wllereill tlie decedent resided, 3, TIME FOR FILING The return is due nine montlls after the decedent's death, unless an extensioll for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4, FAILURE TO FILE RETURN Section 79:1 of the 1961 Statute provides tllat " , , ,any person 1'1110 willfully fails to file a relurn or otller report required of him, . ,shall be personally liable, . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law," 5, TAX RATES Inheritance Tax is payable at the rate of 6% on Iransfers to lineal descelldants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others, 6, PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 mOllths 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 which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED, All checks should be made payable to tile Register of Wills of the counly wherein the decedent resided and are received subject to the final determination of the Department of Revellue. 7, FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effecl until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax, 8, FlUNG OF FALSE RETURN Any person who willfully makes a false return or report required of him sllall, ill accordance witll Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall lie sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, REV-4~2 EX+ (3-80) COMMbNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ESTATE OF Margaret James SCHEDULE "C" TRANSFERS '* INSTRUCTIONS: 1. Answer the questions on reverse si de, 2, If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," liB," or liE," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property, ITEM NO. DEseRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USEONLYI None TOTAL THIS PAGE E' -<J~'i\ QU ESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of llis estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) X 2. Did decedent, within two years of dealll, transfer property from himself: Iwrse" to 11IIIIsell/herself and another party or parties (including a spouse) in joint ownersliip? (Answel "Yes" 01 "No".) -X- 3, If the answer to one or two above is "Yes" illld tlie trilllSI(;IS are clJililed to be nontaxable, provide 1111) fOllOWing information: a, Age of decedent at time of trilnsfer, b, Copy of death certi licate. c. Affidavit by the atlending pliysician indicating file slille of decedent's 11(:i1lth "llime of Irilnsfer. d, All other information supporting nOlltaxability of IJilnsfer. 4, Did decedent, inliis/her lifetime, nlake any Iransfel of /Hoperl)' willlOnt receiving a va/uill1/e or adequate consideration therefor which was to take effect in posseSSion or enjoymenl at or after lIis/her dealh? (Answer "Yes" or "No",) No a, Was there any possibility that the properly transferred miglit return 10 trilnsleror or Iiis/lier eslate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was tlie transferee's age at time of decedent's dealll? 5, Did decedent in his/her lifetime make any transfer without receiving a villuable and adequilte consideration IIlerefor under wliich transferor expressly or impliedly reserves for his/lier life or illlY peried wliich does in fact end before his/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No",) ~ b, The right to designate the persons wlio shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) XX No 6, If tlie answer to five b. above is "Yes," state whether tlie right was reselved in decedent alone or others, ." 7, Did decedent in his/her lifetime make a transfGr, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "NQ",) No 8, Did decedent, at any time, transfer property, the b61eficial enjoyment of wliich was subject to cliange, because of a reserved power to alter, amend, or revol((;, or wliich could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) No 9, If the answer to eight above is "Yes," was [he power to alter, amend or revoke the interest of tlie beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) .' INSTRUCTIONS FOR SCHEDULE "D" 1. List full names and addresses of all who have an interest in the estate either vested, contingent or other interest. 2, Indicate the beneficiary's relationship to the decedent, Specify if stepchildren or illegitimate children are involved, 3. Indicate "Yes" or "No" if the beneficiary sUlVived the decedent, 4, Indicate the date of birth of the beneficiary if the interest is a life interest, term certain interest or a future interest, 5. Indicate the interest of the beneficiary in the decedent's estate. For example: Specific bequests of a diamond ring, savings bonds or cash of $5,000; bequest of 25% of residue; remainder interest; etc, 6, At the bottom of Schedule "D" state those beneficiaries who are not living at the time the return is being filed and include date of death, "!lEV"4S4 (1.S0) C:OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINH Y OWNED PROPERTY (lnstwctjons 011 Reversf! Side) Estate of Margaret James ITEM NO, DESCRIPTION 1 Joint Checking Account - Acct. No. 015-001152-6 P TOTAL E VALUE OF DEPARTMENT n MARKET C DECEDENT'S VALUATION VALUE E INTEREST (Official Us. Only) N T $4,491.1 50% $2,245.51 CCNB Bank, 331 Bridge St., New Cumberland, PA held jointly with Gwendolyn Rees 2 Jgi~:o~~~~~~O Account - Account No. $29,230.0 50% $14,615.0 CCNB Bank, 331 Bridge St. I New Cumberland, PA, held jointly with Gwendolyn Rees 3 J~~~i7~:~ings Account - Account No. $37,721.0 50% $18,a60.5 First Bank & Trust Company, Mechanicsburg, PA 17055, held jointly . with Gwendolyn Rees Note: Item #1, Joint Checking Acct. opened October, 1979, originated from funds previously on deposit in Item #2, Joint Savings Account, which was opened October, 1975. TOTAL THIS PAGE 35,721.18 " rJ ~,S; '1:l.." ,.!- A:/?f( INSTRUCTIONS FOR COMPLETING SCHEDULE "E" .' Schedule "E" must include all property, real and personal, owned by the decedent jointlv with another party or parties as joint tenants with right of survivorship, Both tangible and intnngible property are to be included, List mai estate first. 1. Describe ail real property as indicated in the instructions for Schedule "A", Describe all personal property as indicated in the instructions for Schedule "B", include the name. address and relationship to the decedent of the co.owner (s) and the date the joint ownership was established, 2. Indicate the total market value of the jointly owned proper tv, 3, Indicate the percentage of the decedent's interest. 4, Indicate the market value of the decedent's interest. t: ." v n 6 r.; ~ ::; 7- ;.. 0 0 [J) v - Cl n c: v o-J 7- ... 7- t'"' r.; r.; ~ % ;;:J >- 9 - 9 t'"' % 7- r.; o-J r.; o-J Z 9 9 o-J ><: [J) r.; - '" % 0 [J) 0 o-J P '71 i '71 ;;:J ~ >- 0 o-J "1 - "1 0 - Z n - ~ t'"' c: '" tTl 0 Z t'"' ><: -< -< ~ tTl r.; . J ~ >- ;;:J ;;:J R!V.~U 1><+ 1&-801 INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-81-0201 o Original o Supplemental o Remainder Estote Name Hargaret James Date 01 Death Harch 7, 1981 Social Security Number - 231-38-5134 REPORT OF INHERITANCE TAX APPRAISER I, the undorslgned duly appointed Inheritance Tax Appraiser In and for the eaunty 01 Cumberland Pennsylvania, do respectfully report that I hove approlsed the real and p.rsonal property os ,oparted In the loregolng return at the values let forth opposite each Item In the last column to the right in Schedules HA", "BIl, "C', and liE" Dated: May 29, 1981 _//1 f ,r" ) -tff til,},} ) INHERITANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VA~UE AS APPRAISEO CDDE (HARRISBURG USE ONLY) Reol Properly (Schedule A) $ none 00+ 92+ Perianal Property (Schedule B) 249 30 10+ Jolnt.Held Property (Schedule E) 35 721 18 211+ Transfer. (Schedule C) none 30+ TOTAL GROSS ASSETS _u___}?_,Jl~__ !&.- Leu D.bts and Deductions 40- 93. (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate RATE FACTOR PRINCIPLE VALUE COOE -- o Annuity E.Q.B..llSE OF REGISTER ONL Y T ax on $ CODE COMPUTATION OF TAX $ $ $ $ $ 6% Tax on $ 15% Talt on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ TAX CREDIT $ . REV.5IB FO (7'SO) I~~ COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELO OPERATIONS NOTICE OF FILING OF APPRAISEMENT Ms. Gwendolyn Rees 507 East E1mwood Avenue Apartment 1A Mechanicsburg, PA 17055 RE: Estate 01 County 01 File No. Margaret James Cumberland 21-81-0201 Dear Ms. Rees You ore hereby natilied that the original appraisement in the estate of Mar~aret James has been filed in the office of the Register of Wills alCumber1and County on ~ 29 , 19 ~. Soid appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned T ronsfers Total none $ 249.30 $35.721.18 none $35.970.48 As to such tax that is paid within three months from dote of death, 0 live (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) Irom dote of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt 01 said notice os provided by Section 1001 of the Inheritance and Estate Tax Act 01 1961,72 P.S. 2485-1001, P.L. 373. Dote Mav 29. 1981 Signed ,f// r, t /" -' .rr (' JJ /Jr J ) Chief Appraiser Title NOTE: This is not 0 bill. REV-"!!1 EXt 17"tlO) COMMONWEALTlI OF PENNSYLVANIA DEPARTMENT OF r~EVENlIE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT []ORIGINAL o SUPPLEMENTAL Estate 01 Hargaret .~1".e.~_____...___ File No. __._.?.!::-81::-0201 Coun ty Cumberland Dote 01 Deoth Harch 7, 1981 In the oven! that any future intcrest in this l!slalc Is transfetrlJd in possession or cnioyment to collateral heirs of the decodent after the ('Ixplratlon of any estale for IHe or fot yeon, tho Commonwealth hereby c)(ptessly re$crve~ the right 10 appraise and assess transfer inheritance toxos at the lawful collateral tate on any such futuro Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Total Real Property - SCH. "A". . . . .. $ 2. Total Personal Property - SCH. "8". . . . $ 3. Total Jointly Owned Property - SCH. "E" $ 4. Total Transfers - SCH. "C". . .'. . . .. $ none Unreported $ Unreported $ Unreported $ Unreported $ $ none $ 249.30 $ 35,721.18 $ none $ 35,970.48 249.30 35.721.18 none o LIFE ESTATE TOT AL GROSS ASSETS DREMAINDER DANNUITY ___=..:==~==-=======c_ TOT~~ALUE_.._______.L_ I do hereby certily that the aLov. appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register 01 Wills. //In " ";j / :/['f'" lItl )( (/ / APPRAISER May 29, 1981 DATE t"' ~ " 8 ~ tT1 ~ ::;; - 0 <Jl - Z Cl n c: " ~ z ::: z t"' tT1 tT1 ~ Z "" 9 - 9 t"' Z Z tT1 .., tT1 Z 9 ...., -:: <Jl tT1 - P <Jl Z 0 <Jl 0 .., P '":l '":l "" ~ ~ 0 "l '" '" .... n :;:: .... :;:: - "l '" .... ~ lD .... ll> 0 - ~ n 0 " z n 0' :r '" (JQ - lD ll> ll> ;l> " ::I :>>- " t"' .... 1-" ." lD c: ll> n ." rT .... ::I IJl .... <Jl '" C. 0' lD '-< tT1 '" " ~ 0 " t:j t:J -:: " lD tT1 Z 1-" IJl ~ ~ ~ <: ." lD :>>- . ~ .... ~ ..., rT 0 . '" '" co OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUM8ERLAND 8efore me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came GWENDOLYN REES who, being duly sworn , do es depose and say that as Executrix of the last Will and Testament of MARGARET JAMES deceased s he will well and truly administer the goods and chattels, rights and credits of said deeeascd according to law. And also will diligently comply with thc provisions of thc law rclating to Transfcr Inheritanecs.Sworn and subseribcd bcfore mc. I), ,r March 24, A.D., 19~<':U U~ Ai\~,L-&.rv 1~2/' ~d&j ;J ~//~ t1 :7' ,- Rcgistcr '''Ci o-i: :0) '" ca; :<\1 :Q) ~: :" :0) ,j:l LL Ill' ~ 0 OJ, " *: N .!ll o-i: ....I w: 8 0: M: ~ . N, ....I ~i - .' I - Ill: o-i' - 1-), .~ N, OJ: ~ 8; :::: .c~ .,..~ I: I:: o-i: [iJ; .~ '<l" U: CX)~ Ni 'tl ~" ..;, 0) 0, Ill: . : t!J: 'E 1'1: ~1 ,... ~ ~ r>:: *l ..;: 0 C\ll ~; " ~ 0) 1l ... ~ 0 .s 'tl - = <\I .~ Ul p.. r:.. Z ril <\I 8c it rcmcmbcrcd that on thc 25th day of DECREE March ,A.D.,I~, thcrc was probatcd and rccorded thc last Will and Tcstament of MargarEt. James Mechanicsburg latc of Testamentary Dcccascd. Lettcrs wcrc granted to Witness my hand and official scal thc day and ycar aforcsaid. . <1,fl,Cl v,.l~ , Cumbcrland County, Pcnnsylvania, Gwendolyn Rees ::%!d,c<;! a. ~(~ ,t/ '/ Rcgistcr INFORMA1!Q..1i. To insure proper credit 10 your uecount, 11m namo 01 IIw IlSllIle [lnd fill! numher shoultllJo c10arly pnnt. ed on tho chock or monoy order. This assessment is modo in accordanco with Suction 708 01 tho InhtHllilncu and EStHle Tox Act of 1961 172 P.S, 9 2485.708), To the oxtenl that inheritanco tax is paid within throo (3) month!> ahor tho dOlllh of tht! decedent. a discounl of five (5/ percan! is ellowed (72 P.S. ! 2485.716/. Inheritance Tax. other than tax on a future interes!. is due at the dato of the decedent's death and becomes delinquent at the expiration of nine {9J months after tho decedent's deflth (72 P.S. 9 2485-711). Inheritance Tax on a future interest is payable within three (3) months ofter the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P,S. 9 2485.712). Calculale interest from the delinquent date shown on the face of this form to the date of actual payment using tho fOllowing intcreslloble; --------------- ------ - ----- ---- --- ---- - ----- -- - - - - -- - --- --- ----- -- - - - - - ---- 1 month .005 4 months .Q20 7 months .035 10 months ,050 2 months .010 5 months .D25 8 months .040 11 months ,056 3 months .015 6 months .D30 9 months .045 12 months ,060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days 00203 22 days .00369 3 deys .00061 13 days .00220 23 days .00366 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 davs .00118 17 days 00284 27 days .00454 8 days .00135 18 days .00301 28 days ,00471 9 days .00152 19 days .00318 29 days .00488 10 davs ,00169 20 days 00335 30 days .00500 -- ------------ ------- _._- -- -- ----- ---- - --- - - - --_._- --- - -- --------- -----. Any party in interest, including the Commonwealth and the personal representative, not satisfied wilh the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritanc. and Esta'. Tax Act of 1961 (72 PS. , 2485.10011. Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductibie against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claim~ble including the cost of administration, attorney fees. fiduciary fees, funeral and burial e~,penses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spollse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. r' "" ti n > tT1 ~ :s z > 0 0 ti Vl Cl n c:: ti ..., z 3: z 1= tT1 tT1 ~ Z ;<l > 0 - 9 z Z tT1 ..., r:1 ..., Z P 9 ..., -< Vl tr. - Vl Z 0 Vl 0 ..., 0 ." ." :;Q ~ ~ 0 -;}, ." 0.' - ." .-. '. 0 '- ~:;::. '. - ,. C': Z n 0- {(I ~:, - .. ;> .- . " l..-:.. ..:;: c..;.,~ t"" C'-,; ~ :~~ ;,;,...:: c::: i),'~ ' I ...- ",- Vl h,ll,..;.... ,... ____J tT1 C',-" "" ~:!:i~: ",co :>:: I ~.J 0 oa '.c~ z Uw 0: :;; ~'" \Xi wB -< -< -' U tT1 tr. ~ ;> ;> :;Q ;<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assum~d the responsibility for paying the debts.