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HomeMy WebLinkAbout81-00217 ~ ! I . ~ re 8 I fa R: Ul Ul .. , . .>.! H ~ . 14, ~ ~ i "'-; N ~ . l! ,... -. ex) 0 . ,... tlJ 'lR C\1 - an IU r-I . -= 0 Z LLI ~O. 21-81';1.'; PETITION FOR LETTERS OF ADMINISTRATION IN THE gS1'ATE OF ....MIR.Il\M...I.....S.llOP.f: ..................""".. DEcl~AREn. Mary C. Le\~is ....................,,,...,,..,,,...,,.....,,.,,,,,........,,.......,,....,,,,,..,,........,,,................,.............. To / Registel' of Wills fOl' the Count\. of Cumberland. in Ihe ('ommonw"alth or Penns\'l\'ania, The Petition 0 r .",...!:1~EY." ,~.~.., .~~?,P.~..,...,... ..., ...,..., .".".,.." ." ".. ..",.,..,......... ....... "...,. ",......""...", .".""".." ..,..,..................................................., respect fully show,,' h ( hal ,....MJ~J.~m..J,...)i!:i.RP.!'!................................ WllS 1I resident of ...M.t....H,9.UY,...$.p..r..~!1.g~...........'~(f.vIJ,A~hiJ)/ /. ('nmbel'land Countl'. Stale of Pennsyl- {-}o)"oug . vania, and a Citizen of United States. llnd departed this life intestate in the County of<;:,Y.w!?!'!.rl~,TI.~.. ....', ,..,..",....",..,..,.........,., and S ta t e 0 f ",..,.,.,.,. ?~ ~.~.s.>.'.~ I/.~!:l ,i.~.......................,........,...",....."" ..,..,......,.""...,.."" on ....F.r.ida.ll....,.........,.., the ....................~,~,\1~........ day of .....~.1,lg!-:l~.L.......................... A, D" 19,~g..." lit the lIge of .....81...... years. Thllt the said ,~.~r:J.a.ll1...f,~....~~~J?~...................................... deceased, left surviving the following named widow or husband, heirs and next 1.0 kin. to wil: Name Relatioll:-ihip Sister Residenee ~~...~:.~:~..,~,~':..>~~':....~.~~~~...~pr in?; : .Spr,inga.. ...P. a...,...... .......,.,.,..,... ...., ,.~~.~x..,~.~..,.~.~~.p..~............,..,...". .,... J. Kenneth Shope Brother ..."........................................................... ......,......................................................... That those above named include all of the next of kill, so far as known. The said deeedent was possessed of personal PI'OP"''!..\' 10 the estimated value of $...u.n~~,t.:i.m?!::g~.. and of Real Estate, less illcllmhrllnce. to the estimated value of $.."".."..v.l!:~.~.~.~~~,1;t;d"ear as can be ascertained. That the said Real }';sl.al.e in so flU' as is known is located in "..J:!~..."..!~~.~,~.Y....~.P.E,~,~ik~.!.",~~,~.. ......................................................................................................."................."......,,".................................................. Therefore, your pel.itioner(s) respectfully appl,'(ies) for Lellers of Administration in the lIbove named estllte. m Dated ,.........7?t:.:~""..>..~..~".. A. D.. l!l.~.~... Signature and Adel.'e," or PetitiOlwr (s) .,...,......N..p,....~.,...~..:"'..s.t.~.f,,~------ Mary E.\ Shope .' ......" .. ,...' ,.".......2,).,ya,t.esSt..."... ",.."...........".."............. Mt. Holly Spr i.ngs, Pa. 17065 I !//o ........".............................................................................. .,.,..."...,.....,.....,....,....,...............,.,......"....,..,""'.....'ffff-l......._~ 0/' 7:1 t!? COMMONWEALTH OF PENNSYLVANIA I ~ HH: COUNTY OF CUMBERLAND I ,....,..,....,.,...... ..........,.,.. ...... ....M.a :ql...r:: ....S.hQp.~.. ,...,..,"""'" .,...,..."" ,,,,,....,,.,, '"'I''''''''''''''' nnmed in the above application being dul)' ..,........!?,W,qr,!)................... ""I'ol'dinl,( III Ill\\', SII.I' Ihllt the fllcts "el forth in the above application al'e tl'lle to till' iJl'HI of ..1.113.1"....... kl111\\'ledl(lllll1d iJelil'f, Sworn . .........,...,...,..,.,..."........ .". ,........".....,., and HIl hscrlhed before me, ..., .....,.......~::::::~~~..}.~I................ A. D., 11~.L.., ......92~2~, .ll..:. .~d::':"'J.................. ('0 7~ HUKi!-llcr tIl Filed:. ..........~~~~....:?~....1.......L..l~.8.1.... ) ~ .. '." '.........................'{..'....'............................ )~! I) ~Jo ') ~:".~~~. ,.:,~~l.~:::::..... ..,:~::::::::: 1\llol'Illl,\': " ,II(!II]:xI~.,..~l~~.~.5............ nl l.;;g ::0 c::~ - ~l'T1 :t;~; C1g ?~.~ ::I: (:';;0 ;o"~ :g .,1;:) r- ~:: ::0 'lr'l 'l~::[ VJ ":19 (:'~: 0 :(~i ,,'~ ,'1 ,,:;,,) ;:!:: ,i , ._ ;'11 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH'OF PENNSYLVANIA COUNTY OF CUMBERLAND } HS: .'('J " ,-,: Mary E. Shopc ,...... ,.....,.,...........,.....,.,.".... '''''''''''''' ..".,......,...."."...,..,...,..,...,.,....,.,..,..."".,..",...,..""...,..."".""..."..,', peti tioner (s) being duly ........,.....,5l.1l0ru...................,..,......, llecol'llilll( III In\\' doC,IL,..,.. depose Ilnd say that as the administra tr.ix....., of the estate of ..tHx:,\.!,\m..I,....SJ,l,Q,I1,t;\.............",..,..,....,.................................,......,....... ................................................."........................,.........,.......,...,..................,.....,..........,.................................................. deceased ......5,be........., will well and trul)' Ildmlnls'111' lI", l(oods Ilnd chllll!!ls, rights und credits of said deceased, according to law. And nlso will dilil(cl1l1)' l'omply with the PI'ovislons of the law relating to Transfer Inheritances, .........",..,........SlllP.l:);I,..,......"..".."" ami suhscl'ihClI before~, tit ......~..., ..J..~4::.......?.??,,:::,;;.. A. J)" 1!l..8L. ....... ...... ,i(?.1.--f' ,...(1".. ~t&:c,;.,/",..,,"''',.. Register '7'-<' . . . ".\",... lYl'Ii'" ,,\,,.r...,...,,.s'~"A'r"'':,1 ........,...,....".."............".....,.....".,...,.....,."",..,.,...,...,........... DECREE . 1st. April Be It rememhered thllt on the ...""..,,, """'"'' " " "... dll)' of .."..."....""..,.."."""......,,,,,,,,,,, A, 0" 19....8.1, Letters of Administrlltion iu 'he "slllt" of .HI.J:.~/J.Il)..,L"..S).\f1.\l~....,......"'''".."..,''"....,..,,............,......,......... .........",...... ...,...."",...".".,.."...,...,."",.""".,.",...",.", III I t' I' f ...,.,.' ~,\ 1;..".1 ).Q.1, AY,., ,S Po r.. ~!:\rr.~.. .JH?r..R.\H?i \}""........ Cumberland County. Penlls)'ll'llllill, dl'I'I'IISIllI, WI'.... l(l'lIlltl'd III .".""Mn.r~..E......sb.D.pe"."......,............". .....,..............."..",..."".,.".""""...."...,.....,,..,..,,,,.,........,....,,,,..,,,.,.,.,,..,..,.,..,,..,..............."....."...,."........,.............,......... Witness my hllnd Ilnd oltkllll selll t1w II,IY IInd Y"1I1' IIfore,'HH!I\ ItL , /) 1/1 /) ,~; . / . '''''...~.:'''Lr'..l..1t'''r.:....:.~T~..u~~t~;........ ,,/ No..2.1.~8.1............ 217 Renunciation and Request ----- In the Matter of the Estate of ..,J'!,~:r:::~!'l.!n....I~.....~.1:!~P.E!.....,..,..,..,..,......,..........,.................,.........,...........................,.. Mary C. Lewis . ,To ......,..,....,..............,..............,................,............................,......,.......,..,...................... Esq.. RegISter for the Probate of Wills and granting Lellers of Administration for the County of Cumberland. in the Commonwealth of Pennsylvania. ..J...... the undersigned, being 1.J 1....R.\1.~,...Q.f..J;:.h~..,hg.~);,~,...RJ...thg...~.gJg..A~!;~,Q.~.!),!;....,..,...........,.. .................................................................................................................................................................................................. .................................................................................................................................................................................................. ....... .......................................................................................................................................................................................... .................................................................................................................................................................................................. do hereby renounce .......,.............,..,~y...........................,..... right to have Letters ...~,~....~.~~.~~,~~,~,~,~,~.~.~~..,....... ...,."........,............,.............,..,....,.,...."....,........., on said Estate issued to ..m~..,.....,...,.......,.......,....,..,.....,......"...,..,..,....... ..,..........,..........................,.......,....,..................,................,......, .........................,.......'. and do hereby request you to grant the same to ,.......,.~....s.,~,sy~~.!,"~~:.Y....,!?,~"..~,~.~,p.~.!....!:~~...,~,~,1.y..,.?~,~~E....~.~.~?::.~,.."............,....,.....,.. ur Witness......IIlY........hand. ...... .........and seaL... ......" . .this...... .......3...~....:......,........,.............,........,..................,..... day of ...........~..............,.............,A, D, 1&.~.., Sealed and delivered in presence of ~ ""i~ J) ,.........'..'~..~l..'(]~v.v...............................".. (j';..Qe~(~~ftL.S.) . ,...,...,...."...."....".."..,..,........".....,.......... (L, S.) ,................................................................................ ............................................................................... ..,..,.."....,......"...........,............,................(L.S,) ................................................................................ ",........,..........,..."...................,...........,.,.. (L. S.) ....................................................................n.......... '" ....,..,,' ......,.....".................,..,........,.....,. (L, S.) ...n......................................~.................................... ,....,..,..,..,.."........ ..,..."......,....................... (L. S,) .~ ......,..,..,..,..,.."...,.,...."...........,...........,.....(L.S.> ................................................................................ I \ ! I i ~)\ I "" \ , c," L~, ~ " W so ~(l~:, , .. :~': Cl ! 1...: C '? -,.. ~. OC "" " I L...JI.:.: Cc rr.cr I 0" "'" C/lu I 0.:: v: :z= 'CD I OG ':J.....- ~..:.. U.., IlJB ! ~<r - CO ..l . <J PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. fERSONS RESPONSIBLE FOR [,ETURN Section 701 of tho Inh~ritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a retum: ' a. The personal represenlative of the estate of the decedent as 10 property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowl edge; b. The llilllsferee of property upon rhe transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a Irustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with lhe Register of Wills of the county wherein the decedent resided. ~, 1 TIME FOR FILING The relum is due nine months after the decedent's death, unless an extension for filing has been applied for and granteo by Ihe Secretary of Revenue within the nine-month period. 4. FAILURE ;.9JILE RETURN ,. 'f' Section 791 of the 1961 Statute provides that". . .any person who willfully fails to file a retum or other report required of him, . ,shall be personally liable. . .to a penally of 25% oi ihe tax ultimately found to be,due or $1,000 whichever is the lesser 10 be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5, TAX RATES Inheri lance Tax is payabl e at the rate of 6% on transfers to I ineal descendants, such as father, mother, husband, wi fe, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at .Ihe mte df 15% as to all others. 6. PAYMENT 0 F TAX . ' " . 1 The lax assessed on the Iransfer of properly reported in the return is due 9 months after tlie decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied 10 any interest which may be due wilh any remainder applied to the lax. IF TAX IS PAID WITHIN 3MDNTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable 10 tile Register of Wills of the counly wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, togelher with any interest thereon, are a lien upon real properly, which lien remains in effect 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. FILING OF FALSE RETURN Any perscn who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Stillute, be guilly of a misdemeanor and, on conviction Ihereof, shall be sentenced 10 pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or bolh. QUESTIONS CONCERNING PROPERTY TRMSFERS 1. Did decedent, within lwo ye"rs of deillh, milke ilrry Ir"nsler of rillY lIIoleri:rl p"rt of Iris esl"te without receiving valuable and ildequate considemlion? (Arr~,V/er "Yes" 01 "No",) JiQ..._ ' 2. Did decedenl, withinlwo yeills of de"th, Ir"nsfer properly lrorll hilll~,l'lf hersel 110 !lImsllll!lrl!rsell and rrnolnCl nally or parties (including iI spouse) in joint ownerShip? (AnS'llrlr "Yes" or "No".1 _ro_ 3. If the ilnswer to olle or two ilhove is "Yes" "nd tile t;:III:;fers are cl:limerl to Ile nont"xabll', provrde tlie followinp, infofllwtion: a. Age of decedent"t tirne of tfCInsfer, b. Copy of deilth certificale. c, Affidavil by the allending physiciml indicilting IIle stJte of decedent's hCJllh ,rllirne 01 trJnsler, d, All other infofllwtion sUjljlolling nonl"xabilily of l.r"nsfel, 4, Did decedent, in his/her lifetime, rn"ke ilny trilnsler of property wilhoul reccivrrlr~ J vJluahle or adequJte consideration therefor which WJS to tilke effecl in nossession or enjoymenl ill or afler his/her rlP,JlII? (Answer "Yes" or "No",) No a, Was there any possibility thai the properly lr:inslerrerlmight retnln Ie transferor 01 his/her estJte or be subject to hiS/her power of disposition? (Answer "Yeo" or "No",) .:=_ b. What W:iS tile transferee's Jge:it time 01 decedent's cieJlh? ~-- 5. Did decedent in his/her lifelime make :iny tronster witlloul receiving J vClllIJble illlll JdeqllJte consider:ition therefor under which lransferor expressly or impliedly reserves fOI his/fw! life or :IIIY period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property trClnsfelied? (Answer "Yes" or "No",) ~ b, The right to designate the PWijons who slwll possess or enjoy the properly transferred or income therefrom? (Answer "Yes" or "No".) 6. If the answer to five b. :ihove is "Yes," stole wllelher the ri~:lrt \\'ClS reserved in decedent olone or others. 7. Did decedent in his/her lifetime moke 0 lransfer, the consideration for which W:iS trJnsferee's plornise to pJY income to or for the benefit or care of transferor? (Answer "Yes" or "Nu",) N~ 8. Did decedent, at any time, tlJnsfer property, the bllleficiol enjoyment of whCch WJS subject to change, becJlIse of a reserved power to alter, mnend, or revolle, or which could revert to decedent under terms of tmnsler or by operiltion of law? (Answer "Yes" or "No".) No 9, If the Jnswer to eight above is "Yes," WilS the power to Jlter, :imend or revoke the interest of the beneficiary reserved in the decedent alone or thedecedenl and others! (Answer "Yes" or "No" ,) -- INSTRUCTIONS FOR COMPLETING SCHEDULE "K Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be included, List real estate first. 1. Describe all 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 property. 3, Indicate the percentage of the decedent's interest. 4, Indicate the market value of the decedent's interest. r< '" v n 6 m >. ::; '. s:1 > 0 0 <fl , z' 0 % - \ . . ~: r... . Cl n c: 0 --i .. t"' "" m > 9 -, 9 t"' .' '" r: z :;0 - t" C'. ,- Z Z '" --i m --i Z " 9 "'. - (' CL '.f;~-! 0 --i -< <fl <fl l,l. .. ~ Z 0 <fl 0 --i lo. ~~'-;J 0 ,'T1 I '~ :>:l ~ '1'" - I ;I> 0 ~r-,"'; , . Cjtt:. - ;~: :J ,--i 'T1 u.1~.1 C'- >- ..l.:(1' 6" r 'T1 c:::cn = Ol,..ij ~. c- :E: ~c:l I z Q <.>'" ",:I: .:>. ........ I I' ",,'" - ld::) t"' EO -'u I u ,C:: I <fl t'1 0 Z I I' f \ , , t"' , '"<' I ~. .( ,~ , tTl '" , :> ;>. i I :;tI :;0 I. , f I f \ ...) . , REV-U4 EX+ (HOI INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) @Originol o Supplemental o Remainder File Number 21-81-0217 Estate Nome Mir.iJ),m..J,~hope ____,........,__.___ Dote of Death AuguaL22.>-..l.9.ll.Q Social Security Number 181-01-7927 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and far the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules II A", UBI!, II e" , and liE" Dated: June 25. 1981 j!/JlfiN /11 j-Iffl'},dlfi ) INHERITANCE TAX APPRAISER CODE ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) Real Property (Schedule A) $ 00+ 92+ Personal Property (Schedule B) 10+ Joint-Held P,oporty (Schodulo E) 2lH Transfer. (Schedule C) 30+ TOT AL GROSS ASSETS Less Debt. and Deductions 40- 93. (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate ill! FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ $ $ $ $ 6% T ax on $ 15% Tax on $ Tax on $ Tax on $ Exemptions T otol Estote TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Leu CredIts DATE OF PAYMENT AMOUNT PAID TAX CREDIT $ S INTEREST FROM BALANCE DUE AEV-4&7 EX+ n-eOI COMMONWEAL TI1 OF PENNSYLVANIA DEPARTMENT OF IlEVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Miriam I. Shope Caun ty Cumberland G]ORIGINAL INHERITANCE TAX APPRAISEMENT ,,:';'00 .'\'f: ~' ~)", ~ ~) '1', '';I~'.''~'",'. ,..~~",... _ '::,0' i'l:\l '. ,~..'.'~,' . . ( 1/,/.. . ..,',....",...1, .. .."......~l'....'..".... o SUPPLEMENTAL File No. 21-81-0212___ Dote of Death ~U5t 22. 1980 In tho ovont that any future Interest In this ostata Is transfol'rod In possessIon or enloyment to collateral holrs of the decodent after tho olCplratlan of any estate for life or for years, tho Commonwealth hereby expressly reserves the rIght to appraise and assoSS transfer Inheritance taxes at the lawful collateral rate on any such future Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH \ I I I I I I I,. I 2. I 3. i 4. i I , , j I j ASSET SUMMARY DEP ARTMENT' S APPRAISED VALUE Total Raol Property - SCH. "A" , . . . .' $ Total Personal Property - SCH, "8", , . . $ Total Jointly Owned Property - SCH. "E" $ Total Tronsfers - SCH. "C", . .'. . . ,. $ DUFE ESTATE DANNUITY 8,000.00 Unreported $ $ 8.000.00 Nnm~ Unreported $ $ -.!!Q.ne 6,534 1\:' Unreported $ $ ...6....53h8;> None Unreported $ $ None TOT AL GROSS ASSETS $ 14.534.82 DREMAINDER TOTAL VALUE $ I do hereby certify thot the above appraisement is made in conformity with Pennsylvania law and hos been filed this day with the Register of Wills. J11,oJ( /d )--f(fl'l1d..,J) 06/25/81 APPRAISER DATE ~ ~ ~ ~ 11'1. Z ~ ~ [f M 0 >- !il ~ Ul . '" 'tl ;J . " ...1 H III M < ~ r.. - " U Z ,c M - 9 ~ ~ M "" "" ~ <) 0 0 ~ ~ "" "" 0 E- O '" Z 0 '" '" :>< !-< ci - ~ ~ E- Z Z ~ ~ Z ...1 0 - 0 z ~ ~ ....:I Z :::; Z 0 ;J u " ~ - ~ '" ~ 8 0 <t: Z ::: ~ Q "" :l HEV.455 EX'*" 13.aO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS '$,' ~I." ' :~,. r < ,'. '70';,.1 \,''';'f''''.' _ ~;:Jjh",~t, ....,.,;.~~:~/..:,..... - Estate of MTR TAM 1. SHOPE Date of Death Aug. 22. '80File No. 21-81-217 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claill1atH Relationship to Decadent Claimant's Address at time of Decedent's Death ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. / 'Mvers Funeral Home Funeral bill 2,225.00 Citizen's Ambulance Ambulance 7.00 United Teleohone Co. Teleohone bill 37.92 Met. Ed. Electric bill 32.28 Dauohin Oil CD. Oil bill 1,355.76 CCNB Payment of loan 679.41 Annette Plank. Tax Collect r - Real estate taxes 313.16 R"h4~"'a~ nf lJill~ 1Tetters 14.00 Henrv L. Stuart - Reim. fo : Sentinel - Adv letters 18.00 \,umll'e-rra"l'ITI' Law .J uu., .Lt:~~t:.L" .L~.~~ T.'n "__ ., . n,..1. ,...4 -- ..... 42.00 42.00 - WiOheld for settling estate 50.00 Henry L. Stuart Attorney tee 1.t.::>.UU , TOTAL I 5,481.53 1 hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as d ctions for Inheritance Tax purp es, t ,'1 -t: /, ~v 0 , 1981 SIGNATURE oF ne 0 f OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ 5 L/ :I / !..:;:,. AT . / r,.) I) % TAX RATE ( GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grove marker and other related burial ,expenses. , .~ . ~ . All debts being claimed against On 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 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there ;s no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is 0 member of the some household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by o parent,or parents who ore members of the same household os the decedent. The family exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate Lows. ' \ NOTE: Compensation paid to on estate representative; namely, ah executor or odmi~istrotor, for services performed in administering on estate is reportable' for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA.40.lndividuollncome Tax Return. , I. j"', ...,.~ <.. ," (I':: " .... ,,"' .;) ::1 /);::: Li.. I, ~~~' C' " cc , ~ , 11.:.,'-, w... ~~ ...J c:..i- - 0::0.:; a:v; '~liJ 0- 0 I Ltl u'" '<:- ..,W ""0<.. <>::"" ~ w'" 50 ...,u u t'" 'tl Cl ("l ~' t'1 ~ ::J z :>> 0 0 (J) C1 ("l c: Cl :;; z ::: .Z t"' t'1 t'1 @ Z :<l 9 - 0 t"' Z Z ....., t'1 ...., z 9 ...., -< (J) 1;1 - 9 (J) 0 (J) Z 0 ..., "0 'rl 'rl :<l ~ - 0 Z -< -< t'1 t'1 :>> :>> :<l :<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 dote on ,which ,each debt was incurred and/ar paid, 4. Enter the names of each 'payee. 5. Provide 0 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 persan who has assumed the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS. INFORMATION To insure proper credit to your account, tho nome of tho estate and fire number should be clearly print- ed on the check or money order. This assessment is mauc in accordanco with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P.S, !i 2485,708). To the extent that inheritance tax is paid wilhin threo (3) months aftor the death of the decedent. a discount of fIVe (5) percent is allowed (72 P.S, !i 2485.716), Inheritance Tax. other Ihan tax on a future interest. is due al the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P,S. S 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer tIlkes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485- 712). Calculate interest from the delinquent date shown on the face of this form 10 the date of actual payment using the following interest table: --------------- ---- -- - -------- - --- ---- -- ---- - - - - - - -- - -- - -- ._----- -- -- - - - -- -- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months ,025 8 months 040 , 1 months .055 3 months .015 6 months ,030 9 months ,045 12 months .060 1 days .000 17 11 days ,00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days ,00386 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 days .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 days .00169 20 days ,00335 30 days .00500 -- --------- -- - ------- _._- - - - - -- --- -- - - -- -- - - - --- ---- - - - - --------- ------ Any party in interest. including tho Commonwealth and the personal representative. not satisfied with the assessment may object thereto within sixty (601 days alter receipt of Ihis Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961172 PS,!i 2485,1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: C~ / - Y /- ':;" / ? TO~ l );L.J I~~ J J,' <\1 \2. 4J GfJ\~ u^-, 17010 Appraised Value of Estate: Real Estate $ Personal Property + Jointly Held PropertylTransfers + Total Gross Estate $ Total Approved Deductions Clear Value of Estate $ Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount Taxable @ 6% Rate $ Amount Taxable @ 15% Rate "' \-.'~"" '* '\ , , DA TE "~ A.A ! ., .'\ ' / ESTATE rVi ..\11.1",/'0 ~I. f//-, )!c' FILE NO. . vl_ COUNTY (At''''' (hJJ..(^",- , _ DATE OF DEATH \../Vvt? d, ~ I r GO tax due $ tax due r'.. 5 ,:<..< _ Y'/ TOT~~ PENNSYLVANIA I~HEII\TANCE TAX DU~\ '" ' U /1.0 \1 ' J...,;1, (; I) (., 01 U j * * * * * * A five percent discount totaling S will be granted if the Inheritance Tax is paid by $ '1(57, qr 8 5 y ~~'("J7 less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST '1- 11':0. . k I $ Fs '7q~ , $ v;::y $ ~ 1.:J li = + + + Interest accrues at the rate of six (6) percent per on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by annum TAX CREDIT $ 8"'(,0,5'7 = = is .c7j~f ~ ~iJl ../,,/ BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE -' Assessed by: See Information on Reverse Sido Agentlott~eCommonw".llh ......... .. ..:, , .,..,,:!IlI,-~'_.;;ciiJ'I.i, ."M.~~~~'J::~~=:~"'.'!j~~'i.~, IX , , ; , . I !' , j , . , /FIRST AND FINAL ACCOUNT OF MARY E. SHOPE, AmINISTRATRIX OF THE ESTATE OF MIRIAM I. SHOPE, LATE OF MT. HOLLY SPRINGS, CUMBERLAND COUNTY, PENNSYLVANIA. DECEASED. Date of Death: August 22, 1980 nate of Advertising Letters: The Evening Sentinel - April 13. 20 and 27, 1981 nate of Advertising Letters: Cumberland Law Journal - April 17. 24 and May 1. 1981 DR. The Accountant charges herself with the followfng: All items as set forth in the Appraisement. /. CR. The Accountant claims credit for the following: The Accountant has paid all bills and debts of the decedent. all Pennsylvania Inheritance taxes and Administration expenses. as listed in the Statement of Debts and Deductions. Since the Bole beneficiaries. nallely Mary E. Shope and J. Kenneth Shope. elected to take all the estate in kind. she has advanced suffic funds to pay all the bills. debts. Inheritance taxes. administration expenses. etc.. of the estate. STATE OF PmNSYLVANIA COUNTY OF CUMBERLAND . . :ss Before me. the undersigned. personally appeared MARY E. SHOPE. Adminlstratrixcf the Estate of Miriam 1. Shope, Deceased, who, being ,'?'~d~ly sworn acarding to law, deposes and says that the foregoing Account . (;'.\","~./l!.~~~ and correct to the best of her knowledge, information and belief. , ,~,'\.\l\ I"..')" IIi E ~6 I ." : ':' ..,~i('" ";;""," ~ ' c "... 1 : :::,~)~:""'\i~;;,'-"o,." ---~ f.1M~ ' /'or L ,~ , ".. .",~..."",.",;,.;, ary . Shope .i ..: ('f (,):'~1.~~ -" ,- ,,' b f \... !, ',.c.',.;.', 'i'/'",:;~~ .~n.q subscribed to e ore me Karen ElBlrcloth j ',,<.:' :,;"):J '~~ll':~y of 0LiJtJ;'h\...~ \" 1981. Cerillle, Cumberland cty., PA 1 ,":~'; ,'if'" .'i':C:'A~~ \, I " If/,' /) (~ My commle.lon axplres M~'ch 5, 1M? ". f, ,., ..., ..I:-.Ih ,t,'./ I . 1. /! d' V""- .'. "" ',,""'/i.~-n ,-. 0a,I./,-.cL<:Cj:t./ o.(() (L- (, Li~[R 99 pm ...., '.... I~ RE: ESTf,TE JF mllIA}! T. SHOPE l LATE OF' 1,11. HOLLY SPRINGS l CUHBERLANL' COUNTY l PENNSYLVANIA l DECEA SED. T" 'f1m r:OUI~T OF cmU-ION m:J\S OF Cl.1}~rEl~LM1D C:OU,lTY, PENNSYLVANIA 01\1':il\1',~; I C01lRT DTVISTi}; ~w. 21-31-217 I AND NOli l tlll.s DECREf:,AI!i\!;[)Icrr REAL E5TAn /1., r ! f Day of /:--1.., ' l 1')'\1, it appearing that the First Dnd Fino1 Accarult DllU S~hpdule nf PropDsed Distribution of H;Wy E. Shope, Adrninisnatd;{ of: t'l<, E:;t,:(:c, Df ;.;jri.llr.l T. Shope, late of Ht~ 11011y Springs, Curr!1)erlDnd Count'.'!) Pennsylvn:1i:J, has filed and adverti.r:;ed in accordanc.e I,..;jth l;no) ()THl ~l}J.es of Cout't .and the same h8'10. bee.n co;\firmed hy the Orphuns I CO',l1.t of Cllrnbc".-1a.l,1 CO\lnty, ~)ennsylvania, O t t '~1 r;o' .' . \ 'J' . . ,. I on eOI.JeT 1.,), ..;ln1., ano 1t nppe~:rJ.ng t "1~lt Si.:.'i.( t~Pinlll.l.stratr)J{ H1 1(~r ~:chet11.11e of P1.'apr1sed Diritr51"ntiD!1 clnrrr;~) the di.t:1:rll-ution of an undi.vi.ded onQ-hnlf (1./'2.) inter.C8t in t'1C fol1o~,1ing rp.nl est~te, rn kind, to M;a r,y.. E. S110pe and ..1. KcnnE~tl1 S11ope, .38 tcn<lnts in cor,U"'.1011., It: is ordered, adjudged and decreed t'wt an undivided on0-~alf (1/2) inter~st in the fol1.O.iing real estate il;; heJ'E'\'Y m,31'\\,,6 to Mary E. Shope 31ld J. K(~nn('t~1 Shope, thr!1r hC'ir~ ':F;d :is~jgn::;, ':l~-' t'cOf.intf: i.I! C'CHmt1011.: ALL thDse. t:t1~ cC1..tcln lot.:; of g.1~I)und dc~:;:i.gnut~d ar: Lots Nos. 1.0 and 11. Oil Plan l1umlwr Si x of tile Jolt. HIlJ1y Cap Company Inc., sa5.d ~")lDn hr:dng recorded i.n l'~..':ln BD!Jk No.2, Page 88, \d t11 stone 'couse erected on Lot Nmn11er 11 t:lereof, situate 1.n the p,orol.1g>l :1f Ht. 1101.1;' Spr:ing~, Cuml.::-f!1:land County, PC!Tl'-l~~ylv,nniH, },O\1lided n',lt*1c5('r:1.b~d a~~ follow~: l~EGT~'lNIN(: at ,1 ?~d.n t on t':r.'l ':-:'3 ~dJ)1'ly <-~ ide of Penn~ylvan!.a State nig'^I\.JDY RO\lt'~\ ;'l3L;, b('.U,lf~et": C.:.rrJ.L:)}.(\ llnd C;ctty:-;burg and oppo~~it:e t\"';e centc'T of t1.,e ~~tOg0 ;',;r.)\lse i1c.::n,:,p'~t to darn .:Hld 10 feet c~i.st;.int: t';~~r~from; t';-lC;'\Ce 31 nng t.'1(~ !~nld enqterly s ide of ~:'j1.d '-d.g>''''Jay, ~:o~jth 32 tl/.'gre(::~; i;ec:t: 50 feet: to '-' stake; thence hy otl,...(~,r Lni1c1:; r..)1:!T(>.;:-1.:-' of t~le 1"lt. Eol1~1 C;~p Company J Tnc. 'J ~10\'; ~C~,\ 108 rAtE '743 .'; 1 I , I l 1 I I 1 ! of Mar y E. ~:l\[)lH', C'~I:;:'I~r'ly ;~~hi ~~1 F5~~ld' :i ItJ{I:~ wi.::', tIle F'it"'l' (""1.......(' 1 l',O r"c'" .. J " (.' ..oj,:!, "1 ," ", ..'l(ll' or " " -... .... . q'~ I.' ) , \ ..'.", I. " ... .1,.(:..." .... ".', '.' '... proposf!d 20 [r.lOl' <1)1(,y "" 1<111(:" lJ~ ['1[' ~:t,. 'lolly r;up Company Tac.) t'1(1\lC(l a long U1P ~~ i di:\ of ~;[i .i.t: ~111(!y ~tl'-Hl pnr.nlle1. Hit!! l:~w 3forr!~}C:lili !:;tnt<. "lit~'!\,)ny 1:'-0 fc(\,t: "0 ~l strike ~jt. oL'ter li.1nd~; fl.'nl;t:'J."1.y of tr,.(~ Hf.~. ~!ol}.y Cop C:)mpuny, Tnr' . \"\)\1 f')r. M'u r Y', E ','11,):"",. /"'.,(,'r'I"; 1",' .....j,1 ",'r'u1s '1'\11 ')1 .. .>>" . l. U . . .' .... ,n.., '. d.. I d, .' ,.' <..1. .' .. ,U C . ... l ~ C, . rlg;lt .:1il(jlcn to t""I' 5:~,;ll fir,:-:t i':'H17~~(~ i..j(; [(let tu t!lI~ ~~i.ue, of t-.!~e St.nte 1,{i.g1.U,,'iJy; t"!'.~':'lce along t~"e ~~5.(~'.' :.If t'".! F:ighway afore:::.:! ill SOl1th 32 d(~gl't.'t',("; h;'l?:~t 100 ~e(:t to t~le plrl('';~ and P0511t nf r.egin:li.ng. ~~;;i.(~ fJY'~it '::l:l(~ l.::si'_ (,Ol!l~~~(.J':, i'I;'i;l:J in t1w S1lm(' ,.;tl'a.l.g"1: l.i,!1c, ('c'nl'cd,,;.,,!:, (2ll,OOO) 1~\'It'l\tj'-fD1JJ: thol1snnd ~q\tare f(...!~t. Tt heing t11C :~ume 1:\';0 J.{)t,~ or g'!~Da:'I'J '.,;"dl."'1 1:-',. Lnthf.:';~ CuI den nnd ~'rLre hy d(!cd d:Jt(~d .iuly 27, 19/1) '::1:.11..1 recor.:~!{~(~ in l"'\E~ 0ffL~e of t:'e I>~~cl)~~dcr ~f l).?pdr; 5.1."1 .:lnd rO~t C1.lT!\herL-::li:H1. County, Penil.sylv:Jni~, .in Llf!t!d rook I:BIl) Vol.1J, l'agfl t~5) granted 8nd con1J;~~'d to Miri.am I. :nrpe .::1PU r-;;ll:-Y E. ;;hopc.. 'j!:e n'.?('O~~d0T o~ LC,~\(l.,~ j'l ao)(l, fOl~ sa ~.l.~ Cnuilt.y i.r: J',1)~('cted tCl , , , I i i i I I j I " I i I I I I I I ,I i I : I j , i I j I t'(,(' "JJ'U' """'1'" O)',lel' '11\\"q~1 I~!.'(.' .. '~". t..,. .,; ... ~. '- . '':'''0 ' -, , . (l':"',!,I'; .i.n '13.':', off5r' :a1 c3pncity 3:1.d. to index ~fd.d 1~CC:i1 en1:;:d~':~ :~.'.'I t ~0 (::~.:; 'I!'d;~l.~ ,l,\'H:(!X ':lg:J ')'n~~t t'H.: Estnte of Miriam'I.Shope und .i;~ Lt.} r1'.u'd~ee :LirJcx t\:. Mary E.-:lhapr- 2nd .1. ICeni1et>l ,':~"'~)fJe, i.:':"~~ l.l::t':lilLI, :II! C01YlTnO'1, ':i('('Drdal1.cc \v.lt:1. tIle probate, E~t:Jt(~S :-;:1C [.'ji,~uc:5.~n:.ies C0r.'2 :J[ 1972, :;\.;"ct.. 3536~ By t:ie CC".E:t, -,k/~~/(,I,j~ ~J. ~:c(. 108 PACE '744 ;~,