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Home My WebLink About81-00252 / ~' ~ ~ i I ~' ~ 2 ~: N lJ') N . ~ vi, ~ ,Ii! ' ~ ~ ~ ~. ~ to) ,- ex) . ' T- N . o Z - o ~ * lD .-l -= UJ so. 21-81 PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTATE ()F ,.,.,el1,\r;lJ..G....LJ::l~OP.J~......,..,.."....,...,',......, 1)1~(~EAHfl~n. 252 'fo ................................,..,.........,...".......,.........................."....",........ Register of Wills f(>I' the Couul)' of Cumherlaud. iu Ill<' Conlll1onwealth of I'cnns,'lvania. The Petition of ......~!~.I.^.l:1..0.:.,.J.~r.'.N.S.!?~... ......,....,..' .."., ,..,.......... .... .,.. ,.., ............,..,..." ..., .... ... .................... ...........,....,......................................'.. rcspcctfull)' showel h I hal ,..,...~.t.l.:~~..0:...~,~.I?o.~~......,..,..,....................... Camp HillT il:' was a resident of 4.9?..0.\...1.Rt))"'~~""''''''''''''''''''''''''J~':\''Al!11 >)~,P . Cnmhcl'land Counly, Slate of Pcnllsyl- 'm1"O! g vania, and a Citizen of United Stlltes, and depUI'ted I his life inlcst.ate in t.he County of ...P.ii\\-mD.in........, ............,.,....................., ... and St.at C of ..,...r.~n.n.~X.1.~~!1,i:"" ... ..' ..' ..... ............. .,............ ................ .....,.. ."................... on ,...Sil.t\-ll;Q,;JY................. the .....~Jh........................... da,' of ....,!\t1r:~L............................... A. D., In~,1......., at the age of ..71..,......, years. That the said ......J;t)).~+...0.:..J:~P.<?,r:?:......,..........,..........,..,...... deceased. left. sUl'viving the following named widow 01' husband, heirs ann lIext to kill, 10 wit.: Name Relationship Miriam A. Johnston Sister Residence 53 ~1erkel Road "85: i:t;e'rtsvTHe';" .pp.::.,.. I ~ 52'S..'..... That those above named include all of t.he next. of kill, so far as known. The said decedent. was possessed of personal propert.)' to the estimat.ed value of $...t&9.9.:..9.9...?..~p... and of Real Est.at.e, less incumbrance, to the cstimat.l'd value of $.S.o..QQD.,.O.Q..E..,\\I1.. as near as can be ascertained, That t.he said Real Estat.e in so fal' as is known is locat.ed in ...~I,Q2...S.Q.\Jt))..J~tD...~~r.~~.t,............, Camp' Hill Lower Allen Township, Cumberland County, Pennsylvania ........ ,...,.......,............,..,.........,...................,.,.......,....,..",.".....,....",..'..,....,..........,............,.......',....,.....,.,...................... Therefore, your pel.il.ionel'(s) respectfull)' appl,'(ics) fot, Letters of Administrat.ion in the above named est.ate, Dat.ed ........,......,..,Apr.,U...n" ............ A. IJ., l!I..8.L Signature and Addr"" of Petitiolwl'(s) .,'- , ")' -~. /)--, ',"'" "'" J).. ',0,/'" ,',; ........ .,""'1",,,....'" ,,1, h... ")',...,,... "-~. .."" ..", ,~.'" .",., .~..~. ..J....c....... " 53 Merkel Road, Gil~~tsville, PA. 19525 ..",...,.""..........".....,.""""............................................... :...::,)/ -:il <:.JS:J. / / -- :':<.3') -- ..:.< I ..... COMMONWEALTH OF 1'(o;J\'lI:SYI.VANIA COUNTY OF CUMBERLANlJ 1 ~ HH: I ............t1.tr.i,aro"A,,,,,rp):U:1fitr.>r,\'" """,,,,,, """..",,, "",,'" ' , ,",",," , """ " " ",,,,,,,..,,,, ".. ,,,.." ,,,... named in the IIho\'e application beins: <lul)' "f)~orm"",,,,,,,,,,,"""'''''' "" ac('ol'llillS: to la\\', Ha)' that the flletH set forth in the aho\'e application ",'e tl"'" to the he"l of ,I~~,:,,, ",," kno\\'le<ls:e an<l belief. ..........ii>>9,J;:Jl ..tQ,.."..,..............,,, ,""" and "uhHeribe<l 1 C' "J" .""" ,..... ".... .,..,....', "......,." ..., .....,. ...... ...,............,..... before nle /),';.,/ ,. ' jJ :)' ".j. .:7::-' , I ". Ii..... .,...1,'..;. ,.I .\...... ,........ "C" .". ..4.-.~). OI,."... "/..~..,,.......... ",,~,,~p.;:'~~"??'~i'''';:''''';'''''' A. lJ.. IH.,8.1...,. ,.'".., "."..",......,......,..."......"".......,............."................, ............7"'....C...::f'H~;~i;;;;.. ...........................................................................m......... Filed: ' .."......A.?!:.~.~,..~.2.~.J~.~.1."",,...... Attol'llel': G':'0-J(\.~,:...[~()Y.9.,..~'"~u.i.r:~.."............... . 7 East Philadelphia Avenue Boyertown, PA. 19512 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 ss: ,..................,....... ,..,., .!:1,t.:.i.~,..~:.., ~,?~!:,".t?'I},.....,..............................,..,.....................................,.,... , petitioner (s) being duly ,....,..........[iWPrJ.\.."..,........................ aecording to law do ,<e.?..,.... depose and say that as the administra tr.h:........ of the estate of ....Ethcl..G....J./?por.e....,......................,..,.."....,........,........,.....................' ....................................................,................................................................................................................................... deceased ,......\~h~........,.. will well and truly administer the goods and chattels, rights and credits of said deceased, IIccording to law. And also will diligently comply with the proviHions of the law relating to Transfer Inheritances, .........,.......,......,...~~9.:.~..~9,.."....,... and subscribed before me, ..........i?flr.i1.. 2.2......... ,......,..",..... A. D., 19..81.... t1l('f....a..ifaet;d............. )..- ' [9.. C\~ 0 7 . 1/.:/ '1,.,(...",\...-vvl'~/ /I'": ;.1 ~-Vl~."vl.-~' ,<..~t....( ) ."..,.;k.t.,..................", .........lr......'..,..,..................,......... ............................................................................................ DECREE Be it remembered that on the ,....22m..,....,.......... dllY of .....LlpviJ.......,..,..........,......,... A, D" 19.8l...., Letters of Administration in the estate of ..,..............,........,....,P.'~h-..!?,:..g~?,9.~]';..,...................,...................' ,..,....... ,....,....' ..,..........,..,....... ".",., ....................,.., .." late of ,,$. ),GL S.....18:t11..St.."..,Camp, ,HiLl............ .........,.... C b I d C t P I'd d t d Miriam A. Johnston urn er an aun y, . ennsy vania, ecease, were gran e to ...................................................................... ........................................................................................................................................................................................ Witness my hand and official seal the day and year aforesai~ ~ ,...............,..7/fuJ/,..,e~:....,~~ "y"lOO'" n'" ~ \ INHERITANCE TAX RETURN COMMONW(",~1_~~I~YlV^lllA RESIDENT DECEDENT ) O(l'ARTMlIH or R[VlI4U( IUIlfI'U 0' IJl.AMINATlON . IlA~~'IS~ulgxp~V710!l / I -23 rJ - t3-" ....- ---.-"" ---~., -- -=='-_::.=--=~ ~. . Decodeul'S Namo (Last, First, oud Middlo luitioll l lli2L~ 7Z DECEASED Sudol Secu,ry- Numbor J Duto of Ooath Filo Numbor .;t \. ~ \ - Dd..5.l CHECK t.L:.2>~L:i1>S-, \. Originol Roturn 00 o Declldenl'S Addross ~ 1..\ 0 a.. ~. \'8 - ~. CClIY'\p \-Ii \1. PA- nOlI 2. Suppl.mental Roturn 0 3. Remoindor Return 0 BLOCKS 4, Life Estete 0 5. Fedorel Estete Tox 0 Roturn Required. 6. Deeedont died testete 0 7. Decedent meintoined elivlng 0 a. Total Number of safe 0 (Attach copy of W\Ii) trust (Attach COpy of trusl! deposit boxes inventoried All corraspondanco and confidential tax information should be directad to: APPRO. PRIATE CDRRE. SPDNDENT Nom , ,'("(Urf Tolephone Nu, 'S, ~[)'\ 3~1-a\'-\~ tJI. Zip Recapitulation TAX 10, II, 12, 13, 14, Roal Estate (Schedule Al Stocks and Bonds (Schedule BI Closely Held Stock/Partnership InterestlSchedule C) Mortgages and Notes (Schedule 01 Cash & Miscollaneous Personal Proporty ISche.ule E) Jointly Owned Proporty (Schedu!e F) Transfors (Schadule G) Total Gross Assets (total lines 1.71 Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule HI Debts/Mortgages/Liens (Schedule II Total Deductions (total lines 9 & 101 Net Value of Estate Wne B minus line 11) Charitable Bequesls (Schedule Jl Net Value subject to tax llina 12 minus line 13) 5:;),,000.00 RECAPIT. ULATIDN " 2, 3, 4, 5. 6, 7. a, 9, III I 21 ( 3) ( 4) ( 51 ( 6) ( 71 l~. 45\, (,,;L , (B) Jd,45I,l,.~ AND (91__ (10) (111 \". <{'i(O, 31 (12) "ti:i, "i" \. a.S (13) (14) '1'1 j 6 '1 \. cl 6 CALCU, LATION Computation of Tax 15, Amount of line 14 taxebla at 6% rate (151 (include values from Schedule KI 16. Amount oflino 14 taxable at 15% rato (161 ~~~ ~I") \, ciS (include values from Schedule K) 17, Principal tax due (add tex from lino IS plus tax from line 161 lB, Total Prior paymonts: (e) Amount Paid (bl Plus Di"ount (c) Minus Intorest (18) 19. Belanco Due (Iina17 minus lina lal Meke Check Payable to: Registor of W\lis. Agent ... PLEASE RECHECK MATH' .. x,06' X.15'~ '05 ,It>'\ (171 ,) '-t 35,l.,Q (191 Undor panaitios of perjury,l declare that I hove examined this return. including accompanying schedules and statements, end to the best of my knowledge end balief, it is true, correct. and complate. Declaration of prapa"r othar Ihan Ihe personal representative is based on all information of which praporor has eny knowledge. 1-/ II cl. / ? 01..- ADDRESS -"? I DATE SIGNATURE OF PREPARER eiTHER THAN REPRESENTATIVE I I I 1 I I I, I j . i . ; , " ; ; ., " '" , (") ,-, 0. ~ " [" 0- CJ' Cl- I',; rt::l,', cr ,'," O~ :..:: ;;:~~ Uw ~o: N 'w,:~ ~ ~ , ., PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 o'f the Inheritance and Estate Tax Act of 1961 provides thatlhe following persons shall prepare and file a return: a, The personal representative of the estate of the decedent as to 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 acquire knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or lIIay be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided Ihalno 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 the Register of Wills of the county wherein the decedent resided. 3, TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" , , ,any person who willfully fails to file a return or other report required of him. , .shall be personally liable, , ,to a penally 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 transfers to lineal descendants, 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, PAYMENTOFTAX The tax assessed on the 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 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 the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue, 7, FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, 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 person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes, This taxable income item should be repolted on fOlm PA'40.lndividuallncome Tax Return, R(~~"4f)O EX+ (to-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY ..;!.'..., ~'1f.-' , " ..I.,~. , , 'r~, "', ~, ./, .., ,~~~;.l ' ,1,\ '\. ',", W. I' ,.' '.. .,~ ~";:J. ".,_ . ~'i/:F~~IJi";;" t,-...::,,' (Instructions 011 Rcversc Side) ESTATE OF Ethel G. Lepore ITEM DESCRIPTlOH ESTIMATED DEPARTMEHT HO. MARKET VALUATIOH VALUE (OFFICIAL USE ONL YI 1 Real Estate situate at 402 SOUtl1 18th Street, Camp Hill, Cumberland County, Pennsylvania, more fully described in Deed Book P Volwne 63, page 182, dated August 29, 1947 - (Selling price as per attached copy of Agreement of Sale) Settlement to be held by June 1, 1982 as per a three year Long Term Sales Agreement - final settlement to be held by June 1, 1985 - Property to be conveyed IN KIND to Miriam A. Johnston, Administratrix, by Award of Real Estat from Adjudication $ 52,000.00 . TOTAL $ 52,000.00 If additionol space is necessary, use 8W' x 11" sheets. REV"4~1 r~x+ {1l~1l01 SCHEDULE "B" , COMMONWEAL TH OF PENNSYLVANIA ~ DEPARTMENT OF REVENUE PERSONAL PROPERTY ~~~ TRANSFER INHERITANCE TAX f '-c' RESIDENT DECEDENT (Instructions 0/1 Rcv(!rse Sido) 'J~" Etllel G. Lepore ;~ :.:;:.1f.:~y,{1;f!':!btl Estate of I I \ ITEM UNIT ESTIMATED DEPARTMENT , NO. DESCRIPTION VALUE MARKET VALUATION , V ALU E {OFFICIAL USE ONL Yl I , , , I 1 1966 Ford Custom Sedan ^ 600.00 I " 2 Metropolitan Life Ins. Co. - Proceeds from Policy #14793401 1,837.57 3 Savings Account #014-109013-4 at Cumberland Count National Bank, New Cumberland, PA. 423.40 4 Checking Account #525-528-6 at Cumberland County National Bank, New Cumberland, PA. 1,281.85 5 U. S. Savings Bond - Series E - Issue Date 7-60 1,000.00 2,077.20 6 U, S. Savings Bond - Series E - Issue Date 7-60 1,000.0 2,077.20 7 U. S. Savings Bond - Series E - Issue Date 7-60 500.00 1,038.60 8 U. S. Savings Bond - Series E - Issue Date 7-60 500.00 1,038.60 9 U. S. Savings Bond - Series E - Issue Date 7-60 500.00 1,038.60 10 U. S. Savings Bond - Series E - Issue Date 7-60 500.00 1,038.60 TOTAL $12,451. 62 If odditional space is necessary, use B%" x 11" sheets. QU_ESTIONS CONCERNING PROPERTV TRANSFERS 1. Did decedent, within two years of death, make any lransfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Ves" or "No".)_..lliL- 2. Did decedent, within two years of death, transfer property from himself/ hersel\18 himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) ~ 3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following information: a, Age of decedent at time of transfer. b, Copy of death certi ficate, c. Affidavit by the attending physician indicating the state of decedent's health at lime of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No",) NO a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Ves" or "No".) b. What was the transferee's age at time of decedent's death? 5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No" ,) ~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Ves" or "No",) NO 6. If the answer to five b, above is "Ves," was the right reserved in decedent alone ( ) or decedent and others ( ), 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No" ,) NO 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) NO 9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest 01 the beneficiary reserved in the decedent alone ( ) or decedimt and others ( ), REV0453.EX+ (10./Jol COMMONWEALTH OF PENNSVLVAN'A OEPARTMENT OF REVENUE , . TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ~ ~M~~~ g~~~~ "... (Instructions on Reverse Side) Estate of Ethel G. Lepore I BENEFICIARI ES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH I Miriam A. Johnston Sister Yes Age 67 1009" \ 53 Merkel Road i Gilbertsville. PA. 19525 , I I ! - .------ --.- ------ -.--.--.- ! - ----------.- 0-- -------' _.-"_._- ------ - -_.__._._~._--- ,---'- -----,-_._-- " -, ,. . .-----.-. , -- --~-_.- . , 1 - - The above beneficiaries were living at the time of the decedent's death except for the following: DATE OF DEATH NAME If additional spaecis necessary, use 8Ya")( 11" sheets. " INSTRUCTIONS FOR COMPLETING SCHEDULE "E" . , 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. 60th 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 "6," 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, t: "d tl n ~ tT1 ~ :E z ;l> 0 0 tIl tl - Cl n c::: tl "" Z ::: Z t"" tT1 tT1 :>:: z ::0 ~ !J - !J t"" Z Z tT1 ..., tT1 ..., z !J !J "" ><: tIl tT1 - '" tIl Z 0 tIl 0 ..... "" i 0 'T1 .." I ::0 i += ex> ~ 0 ..... I '" I I '" - UJ ~ tIl 0 :-c 0 '" Z I n >-', c I ~ ..... rl- ..... ::>' I ro ..... G) l ~ ''0 0') I ?" rl- gj ::>' ~ I 0. UJ rl- ~ I ':l I C1l ><: ><: I C1l tT1 tT1 rl- ~ ~ i ::0 ::0 I 1 I I i, I i , Ilr.:V.4!:i5 EX~ (J.OO) COMMONWEAL'(H OF PENNSYLVANIA DE'PARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF OEBTS AND OEDUCTIONS -----..-- -.-.-... -- Estate of r.thd G. Lepore Date of Denth 1i-11-81 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Clil;rmml Relationship to Decmlnnt Claimant's Addrw,5 <1t lil1\p of Oocedcnt'<; Dl'ilth ITEM NO, DATE NAME OF PAYEE REMARKS ~>(~~ l/.~'" '.\.<~ ~~ "'~'" "'~i "G,,;i~lt> File No. ?l-81-?5? Hater Bill Gas bill Reimb. of robate costs Electric bill Funeral bill Advertise estate notice Advertise estate notice Reimb. for Lettering on tombstone Gas bill Electric bill Sewer & refuse bill Gas bill Electric bill Hater bill Electric bill Homeowner's Insurance Balance of HomeoNner's Ins. Electric bill Sewer bill Proof of Publication Electric bill 1 5~26-81 Riverton Consolidated Hater Co. 2 5-26-81 U. G. 1. 3 5-26-81 Craig S. Boyd, Esquire 4 5-27-81 P. P. & L. 5 6-1-81 Musselman Funeral Home 6 6-1-81 Cumberland Publishers, Inc. 7 6-1-81 Cwnberland Law Journal 8 6-1-81 Miriam A. Johnston 9 6-5-81 U. G. 1. 10 6-26-81 P. p, & L. 11 7-1-81 Lower Allen Townshi 12 7-7-81 U. G. I. 13 7-30-81 P. P. & L. 14 8-4-81 Riverton Consolidated Water Co. 15 8-26-81 P. P. & L. 16 8-26-81 Commercial Union Ins. Co. 17 9-24-81 Commercial Union Ins. Co. 18 9-28-81 P. P. & L. 19 10-7-81 Lower Allen Townshi 20 10-26-81 Cumberland Publishers Inc. 21 0-26-81 P. P. & L. 2 2-8-8 J G 23 1-4-81 Riverton Consolidated Water Co. r, ~ Hater bill AMOUNT S 9.40 42.00 9.00 2 685.35 18.00 18.00 40.00 30.96 .78 29.75 89.25 3 7 34 0 3.88 3.78 9.47 TOTAL I hereby certify that to the best of my knowledge nnd belief the foregoing is a just nnd hue statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inh~1 ilance Tax purposes, }77~"""'~-W F/, d,vL"w,,;z;.~v 3 ',-'-' ,/ ,ice _ SIGNATURE OEtJfrDUCIAr~v DATE OFFICIAL USE ONLY OEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT RFGISTER OFWILLS % TAX RATE DATE , . Unsatisfied liobilities incurred by the decedent prior 10 his/her dealh ure deductible agoinst his/her taxoble estote. In addition to debts incurred by the decedenl or estale, other items ure cloimoble including the cost 01 administrotion, attorney fees, liduciary fees, lunerol and burial expenses including the cost 01 a buriollot, tombstone or grove morker ond other relaled burial expenses. GENERAL INHERITANCE TAX INFORMATION All debts being claimed against on estote arc subjecllo Ihe approval of the Register 01 Wills with whom the Inheritonce Tox Return is filed. Evidence to support Ihe decedent's or Ihe eslate's liobility lor the debts being c10imed should be ottochcd to thi s schedule. A lamily exemption may be claimed by 0 spouse 01 0 decedent who died domiciled in Pennsylvonia. If there is no spouse, or if the spouse hos lorfeited his/her rights, then any child 01 the decedent who is a member 01 the some household con claim the exemption. In the event there is no sud, .~ouse 0" child, the exemption can be c10imed by o parent or porents who arc members 01 the some household as the deceder.t. The lamily exemption is allowable only against assets which pass by 0 will or by the Pennsylvonio Intestate Lows. NOTE: Compensation poid to an estote representotive; namely, on executor or odministrotor, lor services perlormed in administering an estate is reportoble for Pennsylvanio Income Tox purposes. This taxoble income item should be reported on lorm PA.40.lndividuollncome Tox Return. t"" "" 0 n ~ tr1 ~ ~ - > 0 0 trJ Z Cl n ~ 0 ~ z 3: z i= tr1 tr1 '" :;::I 9 - 9 z Z tr1 ..., tr1 ..., z 9 ..., ..:: tr1 - 9 trJ trJ Z 0 trJ 0 ..., 0 .." .." ;C ~ - 0 Z ..:: ..:: tr1 tr1 ?;; ~ \ \ 1. If the lomily exemption is being claimed, indicote the cloimant's name, oddress and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the omount claimed in the omount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt wos incurred end/or paid. 4. Enter the nomes of each payee. 5. Provide a brief explonation in the remarks column for each debt claimed. 6. Enter the amount 01 each debt being claimed. 7. The lorm must be signed by the person who has assumed the responsibility lor paying the debts. INSTRUCTIONS FOR COMPLETING SCHEDULE "F" IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS. ",.'", \. Statement of Debts and Deductions - Schedule "F" - Page Two - Estate of Ethel G. Lepore 24 11-30-81 P. P. & L. Electric bill $ 3.86 25 1-2-82 lower Allen Township Sewer bill 34.00 26 2-4-82 P. P. & L. Electric bill 3.93 27 2-4-82 U. G. 1. Gas bill 194.25 28 2-8-82 Riverton Consolidated Water Co. Water bill 9.47 29 3-8-82 U. G. 1. Gas bill 58.52 30 3-8-82 P. P. & L. Electric bill 4.03 " ,Ii 31 3-22-82 Raymond B. Martin, Treas. 1981-82 School taxes 510,86 32 Craig S. Boyd, Esquire Attorney's fee 3,078.06 33 MiriamA. Johnston Administratrix's fee 3,078.06 34 Jack Gaughen, Real Estate Broker's commission Re: Sale.of home 3,640.00 35 Settlement costs on home Home Owner's Protection Insurance 290.00 Transfer tax 520.00 36 Register of Wills File Inv. & Debts and i Deductions 6.00 , File Account, Adjudication , I and Satisfaction of Award 40.00 I I i 37 Robert D. Reinhart, C.P.A. Review Estate for tax i purposes 125.00 I I 38 Annette D. Weller Notary fees 5.00 I I 39 Miscellaneous expenses to close out estate 100;00 TOTAL DEB'TS AND DEDUCTIONS $14 ;880; 37 Inventory of the reai and personal estate of r:1l1EI. G. LEPORE deceased 1966 Ford Custom Sedan Metropolitan Life Insurance Co, - Proceeds from Policy flll1793liOl Savings Account 11014-109013-11 at Cumberland County ~!ational Bank I New Cumberland, PA. Checking Account #525-528-6 at Cumberland County National Bank, New Cumberland, PA. . u. S. Savings Bond - Series E - Issue Date July, 1960 - $1,000.00 U. S. Savings Bond _ Series E - Issue Date July, 1960 - $1,000.00 U. S. Savings Bond - Series E - Issue Date July, 1960 - $500.00 U. S. Savings Bond - Series E - Issue Date July, 1960 - $500.00 U. S. Savings Bond - Series E - Issue Date July, 1960 - $500.00 U, S. Savings Bond - Series E - Issue Date July, 1960 - $500.00 Real Estate situate at 402 South 18th Street, Camp Hill, Cumberland County, PA., more fully described in Deed Book P Volume 63, page 182, dated August 29, 1947 _ (Selling price as per attached copy of Agreement of Sale - property sold on a three year Installment Sales Agreement, therefore a partial settlement will be held on June 1, 1982 with a final settlement date on June 1, 1985) I \ I . I J $ 600 00 1,837 57 423 40 1,281 85 2,077 20 2,077 20 1,038 60 1,038 60 1,038 60 1,038 60 52 000 00 $64 451 62 COMMONWEALTH OF PENNSYLVANIA \ COUNTY OF CUMBERLAND J 5S: .__,.______..~__.__~._.__._____4_.__. MIRI#1 A. JOJ1NSTON ._-_.. ------------------------- - --.---------.- being duly sworl1_,_, ,_,____ according to law, deposos .nd says th.t ~;ho i:~c1[1lil1i,; tl'atl'i,~_ _ ____--------..-'-- ______ of tho Estato of l:thc} G. l.npol'c I.to of .....t!.9.2._ 5.()l!th, 18th, s..treet, Camp Iii l} , __,________, Cumborland County, Pa" docoasod .nd th.t the within is an invontory mode by _,______'_____' ,--- -- , the said of tho entiro eslote of said decedont, consisting of 0\1 the personal prop.,ty and re.1 esloto, oxcept roal estate outside tho Commonwealth of Ponnsylvania. and that tho figuros opposilo o.ch itom of tho Inventory represont it's fair value .s of the date of docodont's death. , /Jf"'" " /.. ..d '" boo;b.d b.I... m., 1 (j,' ~ /J7A~I1-. VVL<~~ Executor. minbtrator Sworn to ., ,J ','" I 1982 53 Merkel Road 'J ) (-V,ltr(,'-- ./1 (' rJ(7llf Gilbertsville, FA. 19525 Addren ANNEln D. WElLER. NOTARY PUBLIC IlO'IlIlTOWN. BlRKS COUNTY. P.NNSYL VANIA MYalIo'.-.ntl El(l'lRi\: DECEMDill14.1985 1981 Oato of Death April ~, Day Month Vear INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must bo filed within thirty days of discovery of additional assets, 3, Additional sheets may be attached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949, :,. ~, l, C Lr ~, c... ' , ,',. 1--" ";;-::. C:ll ;..:;.. (.,:,:1.- :c oj.: 0(:; r'.' <l! ," ~ ~l.l.: N ~:~ ~:? 0:;'" >'" ._J"" w cd c-l ..-i -ti If >- ~ ~ w ~ ~ ~ < . '" w ~ c- '" ... u '" 0 Vl ~ ~ '" 0 w w Q '" " I :r. 0: .. c-l I- '" u. '" 0' co Z ... .... ~I ~I . Ul , U. .... <( 0 c-l '" ~ c-l W 0 <( "' ! .", ;.. '" > Z 0: :r. - " Z 0 c '0 Q . ~ 0 Vl Z ~ 0 '" U Z w <( .... po '" tD -0 c c-l . (jJ <l!1 - -;:; :PI 0 . bl) ..0 -0 ....ri r....jl ~ E o ~ I - . ..! . c8u .... U u:: CUAll<<i1 151. n~n'n 5WMIJU'J'-,IJU/(f;"'J/,)('41,,,1 !:f:J/J' 7 EAST PIItLADELPIIlA AVENUE BOYERTOWN/ PA, 10012 /:'"....... /,=-.\\,tJ., ''', ! " ' ~- .\ \',1 '.:1:",\ (r' - '( I ,) .'" .. '. ., J '- ".-':/ '.-i~~-~'~\-\'" ~~~, ' / .\.0 \c r 1..1 I...J \oj . .'11 n r"' r' I"' [ . SA.2' : .;" :;.~ L,U ~ . ~_...... -...._.~'.--..... .. ,'-' Hary C. Lewis Register of Wills and Clerk of Orphans t Court Cumberland County Court Eouse Carlisle, Pennsylvania 17013 .._~_~_. ,",_,_",~"","".,,,,^~~~.." ...,."...__....__..."".._.... ..~.'.., N_'.'" ". ,..,..- .'" -. ." .-."......--"....- ,....',.....-....,~~ .~"...~_.~_...~----_._.-. I I I I I I I \ I \ c' 00 (j!"." ",:0 (~'.: N ,;"~rrrl -~. .'< ~ , ~ G~g ["I,: "" '):0 '" :-.' .. ., .0 " N .:-, , -.0 0 ,~ Ii, INFORMATION This document is the Notice required to be given under Section 709 of the Int,eritance and Estate Tax Act of 1961 172 P.S. section 2485). If the tax is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below, STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax dUe. Interest from 3-03-80 to 5-23-BO Results m: Balance 0 f tax due Rate of interest INTEREST $2,000,00 x .01335 $ 26.70 Balance of tax due $2.000.00 Plus Interest to Date of Paymen' (+) $ 26.70 TOTAL tax and interest to Date of Payment $2.026.70 2 Months = 20 Days = Rate of interest = ,010 + .00335 ,01335 --------------------------------------------------------------------- 1 month ,005 4 months .020 7 months .035 , 0 months .050 2 months .010 5 months .025 B months .040 " mon:hs ,055 3 months .015 6 months .030 9 months .045 1 2 months .060 1 day .00017 " days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days ,00051 13 days .00220 23 days .003B6 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days ,00420 5 days ,00101 16 days ,00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 lB days .00301 28 days ,00471 9 days .00152 19 days .00318 29 days .004B8 \0 days .00169 20 days .00335 30 days .00500 ---------------------..---------------------------.-------------------- Any party in interest. including the Commonwealth and the personal representative. not satisfied with the apprcll:;.emenl and assessment may object withIn sixty (60l days after receipt of thiS Notice as provided by Section 1001 of the Inhentance and Estate Tax Act of 1961 172 P.S. sec. 2466 - 1001), MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WIllS. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WillS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERIT ANCE TAX INSTRUCTION BOOK FOR ADDRESS. H! THE COUR'!' OF CO~1Mm! PLFAS, CIJMPERLAND COUH'1'Y OPPI1JlNS' Co\m." DIVISION FILf PO. 21-81-252 rS'!'ATE Of F'THfL G. LEPOP.F., late of li02 South 18th Street, Camp Hill, Cumberland County, Pennsylvania FIRST AND FINAL ACCOUNT of Miriam A. Johnston, Administratrix A\JDI1' LIST Of OCTOBER, 1982 Decedent Died: April 4, 1981 Letters Granted: April 22, 1981 First Complete Adv. of Grant of Letters: t~ay 12-15, 1981 Account Stated to: AUEust 10, 1982 GROSS ESTATE: $65,li96.21 PRINCIPAL: Receipts Plus Gain on Conversions Less 1JOss on Conversions Less Disbursements Principal Balance Pemaininr, COMBINED Bl'lANCF. RfI"1.AINH1G $ 6li,451.62 I 849.09 - 3,952.19 -17,960.98 I $ 43,387.54 1,475,85 None 1,475,8~ $ 44,863.39 INCOME: P.eceipts Disbursements Income Balance Remaining II , I i BALANCE Cm1POSF.D OF 'mr: FOLL~lING: Balance of monies due the Estate from John and Diane Kaiser, Purchasers of property situate at 402 South 18th Street, according to Installment Sales Ap,reement executed by the parties on June 7, 1982 - final settlement to be held on or before May 1,1985 37,000.00 Balance in Estate Checking Account at Fational Bank of Boyertown - Account #750-945-6 1,012.95 1\;":.' .1 i I . :'l: ~." \-'\'.::'- ......" .'.' ,., the!. J -ItJ June 1 1 1 1 5 26 26 July 7 30 Aug. 4 26 26 Sept.24 28 Oct. 7 26 Oct. 26 Nov. 5 11 30 Dec. 29 1982 Jan. 2 Feb. 4 I I \1 Musselman Funeral Pome - Funeral bill Cumberland Publishers, Inc. - Advertise estate notice Cumberland Law ,TournaI - Advertise estate notice Miriam A. Johnston, Administratrix - Reimb, for various expenses U. G. I. - Gas bin p, P. S L. - Electric bill lnwer Allen Township - quarterly sewer bill U. G. I. - Gas bill P. P. S L. - Electric bill Riverton Consolidated Water Co, - Vlater bill P. P. S L. - Electric bill Commercial Union Insurance Co. - Partial payment on Pomeowners Insurance Commercial Union Insurance Co. - Balance of Pomeowners Ins. premium P. P. & L. - Electric bill Lower Allen ~ownship - quarterly sewer bill The Evening Sentinel - Proof of Publication for Advertising Estate notice P. P. S L. - Electric bill I U. G. I. - gas bill I \1 Riverton consolidat~d \'J~~er Co. - I-iater bill I P. P. S L. - ElectrlC bal I I P. P. & L. - Electric bill II Lower Allen Township - quarterly sewer bill II P. P. & L. - Electric bill II I.;, ,: :1.,3... ik:' l,i."j - 2 - 2,685.35 18.00 18.00 40.00 30.96 3.78 50.50 13.96 3.78 9.43 3.85 29.75 89.25 3.78 34,00 3.88 3.78 27 .5S 9.47 3.78 3,811 34,00 3.93 Inventory 01 the real an~. persoral estate of I. T1'Hr.L G. LF.PORE deceased , 1966 Ford Custom Sedan Metropolitan Life Insuranct, Co. - Proceens from Policy 1114793401 Savings Account #014-1 n90B-4 at rumlx>r1and County t!ationa1 Bank, !!ew Cumberland, PA. I Ch-d,inr. Account f/~~5-S2R-G ,'1t rlln~h'r1<111n COllnty National Rank, , ~"'w Cumberland, FA, u, ~ co . Bonn ~t~l~ie-(; r. - IssllE' flate ,Iu1y, 1960 $1,000.00 ,avlngs I' . Savings Bonn - .- '--1']0;': r - TSflllP. l'nte ,July, 1960 $1,000.00 li. s. Savings Bond - ~'\.'r'i (,>f~ r - I"slIe !\lte ,Tu1y, 1 'Hi 0 - $500.00 U. S. Savings Banel - co . r - Issue fla te ,July, 1960 - $500.00 ,1l..:r'les U. S. Savings Bond - Series E - Issue Date July, 1960 - $500.00 U. s. Savings Bond - co . E - Issue Date July, 1960 - $500.00 '. erles Real Estate situate at 402 South 18th Street, Camp Hill, Cumberland County, PA., more fully described in Deed Book P Volume 63, page 182, dated August 29, 1947 - (Selling price as per attached copy of Agreement of Sale - property sold on a three year Installment Sales Agreement, therefore a partial settlement \~ill be held on June 1, 1982 with a final settlement date on ,Tune 1,1985) $ 600 00 1,837 57 423 40 1,281 85 2,077 20 2,077 20 1,038 60 1,038 60 1,038 60 1,038 60 52 000 00 $64 451 62 0:; :-..) l,";tl ", Pl :f-"; .:1 . X ~ " .S '" .. ,,., ;g " ';: ~ - Ie .g 'a "0 +-' CO ;! " , ru " U ... ;;:: " " u <l u , +-' , Ie ., " ... " "" ~ ~ Q; ;>, 4- :3 <J .. ~ or - 0 'S " '" p 'JJ Q. +-' " G. ,t: o.~ ~ , Ie ,. 4-. 'M " .. 0 0. " ~ Z '<'~ p: ...: +-' ::l 0 >= " "0 t ~ " ~ ;;, io ~ ~ t:! ~- " ij ;;l ~ r.O po, tr: 0 ,,., ~ 0 Q ::> .. ~ -.( II) " C c t ""' :0 ~ _. on '" ... 2i ".- e 0 , " () Co 2 " , " B H r;' ~ 'C ~ .t " ... " ~ . 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