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Home My WebLink About81-00346 .' .~ ~ ~ >' Ul .z Z 01 , . P< >' 8 . ~ . t . Ul H 1'4 Z ~ fil 0 ~ 8 0 fil fil H . ::J: 0 tJ 0 Ii; ; H c..o ~ ::;: 0 ::J: i:i ~..:- Ul ..:I .,11 ~ i:i H r'J p ~ 0, t-:> Ul Woo d> 0 I1'i .-I JI "'" . :! -1. d!J Uj \0, . '.; , i i! , " LAST WILL AND 'I.'ESTAMENT OF JAMES G. HELLER I, JAMES G. HELLER, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrativ,., expenses out of my estate, as soon as practicable after my death. 3. I give and bequeath to my brother, Arthur C. Heller, provided he survives my death, the contents of any bank accounts owned by me at my death, if any. The amount of this bequest is to be determined by taking the date of death balance of each account, deducting therefrom any checks already written on the said account, and adding thereto any interest earned but not credited on the said account. 4. I devise and bequeath the remainder of my estate as follows: A. One-Third to my brother, Arthur C. Heller. Should Arthur C. Heller predecease me, I devise and bequeath his share to his issue, per stirpes, who survive me. B. One-Third to my daughter, ~athy Jo Heller. Should Kathy Jo Heller predecease me, I devise and bequeath her share to her issue, per stirpes, who survive me, and in default of any such issue, I devise and bequeath her share to my son, David James Heller or his issue under sub-paragraph C below. C. One-Third to my son, David James Heller. Should David James Heller predecease me, I devise and bequeath his share to his issue, per stirpes, who survive me, and in default of any such issue, I devise and bequeath his share to my daughter, Kathy Jo Heller or her issue as described in sub-paragraph B above. 5. I nominate and appoint CCNB Bank, N.A., New Cumberland, Pennsylvania, Trustee of the share of any beneficiary who may be a minor. The income and/or principal of said trust may be ,. il Ii i! - 1 - 740 t ~ r>; ~ t >'l .... ~ ~ lit 0 , t!) CIl ~ lj . .. . , .,'. OATH Of' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came Arthur C, Ileller who, being duly "WOrn , do p. dcpose and say that as Executor of the last Will and Testament of James G. Heller deceased he will well and truly administer the goods and chattcls, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfcr Inheritances. Sworn and subscribed before me. June 3 A.D., 19~ ~~ (t;. ~ I ':4U (2. ~ . "I r "."" ,'tl :Ql .", , Ol a> :~ ....." Ql \0 lfl' Ill: *, u.. .-I: 0 0'. V": '" Ill: ~- ::l 0'1: III .l<l .-11 ,<-,.' <I' ...J ~ g l"1 !Xl ~l I ...J ~ -' .-I -' Q): III - .~ I $ "" ~ t:: "" :3: .-I ~ t: ~ N ,~ 0: 1-)\ "1: 'tl CO Ql <1': 'tl ,,: . 0 ... *l z 0 .,... u C\I .fl Ql 'i ... Ql .5 "8 bll -' 0 <'Il .~ '" il< r:<. Z ~ Ol DECREE Be it remembered that on the 4th day of James G. June 81 . ,A.D.,19_, there was probated and Heller late of recorded the last Will and Testament of south Middleton Township , Cumberland County, Pennsylvania, Arthur C. Heller Deceased. Letters Testamentary were granted to Witness my han~ and official seal the day and year aforesaid. ........ " ;i__~~:t q;!~!2,I~ ~ dct:a.{~ ~ <ffl~ (!, ,4~Ki ~ tfJJ~ 11: ~~~~G'+~ k -:r .;A - y/ -.:!J y'c;. '-.:beeo-A-- 't'Yl.A.o. 0(".4-<-~ " 1P.h~~e-~ ~ -r..?~ -ekc" ~~,>,--te-L(j o--Yld- ..<!-~tL. ~lu-..--.u r-t~ ..e.a-:t:.-t L '!.&,~. "-'"yL<k? c;.. ;J/..d.PL<-) ~(2~-"J:>...o.Ji',d, ,9/~ .K--rtt:..t~ u<J!.4/P <:L c-e.,..dQ., tL .A~ta..J:L--ta.y ./fo.(j o..GQ..lL ~"'- ~ ,1.-m.",'~ t 1 #' I, -tL 14 . .;:J '/. .diu- -Co-JL C!&W~FcLt-~ ~- .-..- r~: {6~ '" ,. ,. ~,. '" '~O"l,Y7' , ":!u.(,.t;o -; --:b<~ . . ., .' - ~. 3 9 ,/, 10 ::?>, 'f I ~-. ::5 'I , /.:3 :t. 3, 'II 5', .:;, 'I ~ /, I ~ 8. ";!5 -y ~""""'~.\;, crl1:af)!,-,=, : I, I 3'-6 X ,,10 . I I -5 '8 X 6% >r I. I '3'ii' lC. 15% .. 'f "f 8. I ~ ;( I '5 ~ - c., '75-5 'I. 50 )L I~% ~ ~ ~. 3/ t, 'i. 3/ 1'70, '17 '7'1, '7:3 (.00/8. /5" 7Ot.d-!cL.u.' ','1/0.;;;;7 1 r 1uwe- Cl47 ~ tlmco27 -th.ea~ ~~~ -' ~ de pcd 1f~ (,i, C}%QQ. /7 ~ r - < drc l ffCJJ '" ~ ~l f~ ,{ , d.ta.~ ~ ~n~ (!. ci~<<'<-<l ~b l(p,,~ e..: ~tz.b... ~ C~~ 6 +~ k -tr .;;1- Y/- ~yc;. ~-.bec,.r<-- 'TYV1.-o . ,.(' ~ '. (J.-f.~ i----:ceL ~?oL. ~ ~. . v:"L~>,,--{rrd Cl--Y<d- .A.~ ~......'U ~ -t;l4..> /e4i:o-b.... ~,~....""'-...." G. ;J/.d.&..-L) ~a<.-".LJ-<>-"...d.. pl..-/h.zJ fl'Yt.C..i~d.. <~,p t:L c:..eu>-de- tL ..Q4toJ::-'----cay jfo.c o.J.Je.o.. ...~ --t:k <...,.".~.;l. '1 #'1, .y IIJ . .?7. -01-1.L-- -fo-JI- ~~Y:'F~t<-c""-"" a..-LC. ........ -t~ ; ~ ~ 't C9. Y'i , .. .. l .." . '" ~l..t:" -l---;D.~ - ~ .:3 q ,/, 10 . . # .' ::3, 'f I 5". :5 'I I /-3 II .3, 'i I 5. ~ 'I" /, I :5 8. .." ff --Y<u.~,......,..c.",,*- ai ~L.., ; 1,13"6)l ,,10 .. ~ ~. 3/ t,~, 3} 1'70,11 '7'1. '13 I I -j "6 X b% ,.. I, I "3 'a' ~ 15% .. <{H./9 ;(. 1'5 fo - C. I "01) ,/, So )L 1'5% ~ lOt-a.! cUu- " I 0 a~. 15" - - '/ 'Ilo,;;J7 0J. LPu.., cdM. <e.. (l4<Af ~~td &-Vl<'~--.y -, C rT t,,,. ' 0'. -t~r!<2~ ~'-f<A-~ / ~ d4 ~ ~ 1. cWJ2 ~':! 7~ iF'-. tfr) ,/q, ~~J~ '1/u?~.xJtU~ 1?t? - 1~~3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. I 55: Arthur C. Heller is the Executor------n sworn _ __ _n_ according to law, deposes and say. that he ___._____n_.__ ________._._...___...._.....__.. 01 the Estate 01 James G. Heller late ol__R,D.,Jl, Boiling springs, ____.._.____, Cumberland County, Pa., deceased and that the within is an inventory made by ...___...___.......~im ___ ._._____., the said Executor 01 the entire estate 01 said deced.nt, consisling 01 all the personal prop.rly and r.al estate, except real e.tate outside Ihe Commonwealth 01 Pennsylvania, and that the ligures opposite each item 01 the Inventory repre.ent it'. lair value a. 01 the dale 01 decedent's death. being duly Sworn and subscribed belore me, ~ cc:?/~ 192-1- ~;~t/;A SUSAN J. HOVEnER, N I ry Public Newville, Cumberland ., Pa. My Commission Expires Sept. 6. 1982 Executor . :+.)f.iHiJWH~"r Arthur C, lleller P.O, Box 72 Plainfield, PA 17081 Addr.u Date 01 Death ___....l5...._______.___~l.a:l_ 04Y Month 19B1 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment 01 personal representative. 2. A supplement inventory must be Iiled within thirty days 01 discovery 01 additional a"ets. 3, Additional shee" may be attached as to personalty or realty 4. ;:5ee ArtjC1e IV,.F.iduciaries Act 011949. t,.,"' "" '.~ --. ,-,' I...: . 0_ ""le, t::: : '-) ':: ..:,',1 0(' ~. ..- I "...... ;:-'.:( ltJLJ ~ ii;...: 01... o. ~(O '-'" OfY- O(?i V) , ~J ':I;:c.J (,.)Laj ,. ~Q: <<-. - L.I.J ~-:> ~ .JU U ~ ~ >- .: .,; 0 . 'i: I- W . ~ '" I- +J . w <( 0) . \\) "- I- I-l ..; u 0 II> . . 0 0) 'tl c tl' ,.. \ w '" w . .. 'S> I- J: "- ..; 'tl "- " .... -' LL ..; .,.. . ~ Z 0 0 \C. LL -' <( 0)1 ::::: "- ~ W 0 <( w :I1' ,;. > Z '" .1 .<:: + Z 0 +J c .., C , 'll II> z ~l ::l 0 '" 0 U Z w <( U) ... "- ." c E, - . -;: ro' 0 . I~i .D ." .>< . E 0 + .! . , 0 -' U u: 00 ~EIJ,'.\4,': EXt'(9-60) COMMNWEAL TH'OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT STATEMENT OF FIDUCIARY (Instructions on Reverse Sido) * Boiling Springs, PA 17007 Dote of Death May 15, 1981 Social Security No, 166-12-4516 Stota FiI e No, Estate of James G, Heller Last Address R,D,/11 Petersburg Road (CITY' (STATEI (ZIPI Coun ty FiI a No. 21-81-346 1. Decedent di ed: ( ) Intestate (without a will) ( x) Testate (leaving a last will--copy attached) 2, Is the filing of a Federal Estate Tax Return required far this estate? Yes__ No X 3, (X ) Executor ) Administrator Name Arthur C. Heller Social Securi ty No, 179-20-9405 Address P.O. Box 72 Plainfield (CITY) Name Hamilton C. Davis Telephone No, 776-7663 ...., 05 ,- .,,'" n ~ c:: ~,.' t:"~ *?~ .,' , V':l ECJ ~'r:' I"', ':'.i~ :::J 7;).: -c .-It:l r-':~ . 'r"l ~, ..~~ I ,0 ~~:t'; ~ ..:} .' :.:~ (. .,.; v . "" .. . , I......: PA (STATE) 17081 (ZIPI 4. All correspondence should be mailed to ( X) Attorney Fiduciary, 5, If an attorney is representing the estate, indicate: Address P.O. Box 6 Newville (CITY) PA (STATE) 17241-0006 (ZIP) List all safe deposit boxes registered in the decedent's individual name, or jointly with, or as on agent or deputy of another, or in decedent's individual name with right of access by onatner as agent or deputy, Include the name and address 01 the bank or ather institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent, NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO OECEOENT NONE Under pl1l1alties 01 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete, ~e,~~ SIGNATURE OF FIOUCIARY f//i/o/ DATE ., '" " ,;,,' . LAS'I' WILL AND 'l'ES'rAMEN'1' OF JAMES G. HELLER I, JAMES G. HELLER, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last will and Testament, in manner and form following: 1. I hereby expressly revoke all wills and Codicils 11C'lC'I.uftJt:'"c Illdde by II\(~. 2. I hereby direct my Executor to pay all my just debts, funeral and administral.i ",. expenses out of my estate, as soon as practicable after my death. 3. I give and bequeath to my brother, Arthur C. Heller, provided he survives my death, the contents of any bank accounts owned by me at my death, if any. The amount of this bequest is to be determined by taking the date of death balance of each account, deducting therefrom any checks already written on the said account, and adding thereto any interest earned but not credited on the said account. 4. I devise and bequeath the remainder of my estate as follows: A. One-Third to my brother, Arthur C. Heller. Should Arthur C. Heller predecease me, I devise and bequeath his share to his issue, per stirpes, who survive me. B. One-Third to my daughter, Kathy Jo Heller. Should I(athy Jo lleller predecease me, 1 devise and bequeath her share to her issue, per stirpes, who survive me, and in default of any such issue, I devise and bequeath her share to my son, David James Heller or his issue under sub-paragraph C below. C. One-Third to my son, David James Heller. Should David James Heller predecease me, I devise and bequeath his share to his issue, per stirpes, who survive ffie, and in default of any such issue, L devise and bequeath his share to my daughter, Kathy Jo Heller or her issue as described in sub-paragraph B above. 'i. I nominal:" and appoint CCNfl Bank, N.A., New Cumberland, Pellnsy.lv,ndd, 'l'rust('C at the shoJre of any beneficiary who may be a minur. The income and/or principal of said trust may be - 1 - 1Il\\ITLTO:-l C, Dl\VIS '~~:m;vn; Attorneys at Law SETTLEMENT STATEMENT Date of Settlement ,. .'~~~Y. ,~?,. .l.~~~.. .Premises .' ~fl.l!t;.l;l, t1~(N~.e,l;Q\I. :~q~I\I!'l.1\~P................, Grantor.,. .l:.!1t;.,~J:..e. .Q~, :J..111<;!!'l. n.. !l.c,q.<;!r. .11Y. ?\.r.l;r.l\}r, ,1!QP.C,r:, , }':.x.El9\lJ:..o.r:......,."....... Grantee .., .D.ql)1,I~.cl..~. ~!1.<1,\)!1. .I!~PP-.r:,..,..... .......".....,..,...,................."." _.__._._.;.;:"__.__-==-=.:.r=.-...-=-------~"'.=<=~==.=~.:==.~ DEBITS Purchase Price (land) Adjustments'Due Grantor City Tax (Paid to .....................................) County Tax (Paid to ...UI..UI..\l.J.................) School Tax (Paid to .......................................) Other Tax (Paid to ........................................) Water and Sewer Rent (Paid to .......................................".",,) $5,500,00 3.29 ............................................................................................., ........................................................................... rOTAL DUE GRANTOR 5,503.29 CREDITS Adjustments Due Grantee: City Tax (Paid to ..........................................) County Tax (Paid to".........................................) School Tax (Paid to ....:J.O:LDlll,.....................) Other Tax (Paid to .........."....................."..........) Water and Sewer Rent (Paid to ...."....".....................) __.?_,]'L_- ............................................................................ ............................................................................ TOTAL CREDITS DUE GRANTOR 3.34 5,499.95 -_..,.-- ._-=-=.=.:;:...:~=,,~,---==== SETTLEMENT WITH GRANTOR SETTLEMENT WITH GRANTEE DUE GRANTOR $ ..~.,A.9.?...9..5.... DUE GRANTOR LOCAL TRANSFER TAX $..?d.?~.:?? 55,00 ' $.................... I.EGAL (l\.Jv, on DOWN PAYMENT 'l'railer paYMent ..... ............ .,. 5.................... $.................... .. 5.....?2.&Q..~. $.................... 5.................... l:state I\dm. f 5..,vi()...OQ.... $.................... . . . . . . . . . . . ( 5..:.oY.:.??..J MORTGAGE INT. & SATISFACTION . . . . . . . . . . . . . . . . . . , . . , . . . . . . . . 5.................... sTATETRAN5FER TAX $.................... LEGAL $.................... RECORDING CHARGES $.......~.....Q.9..... " SERVICE CHARGES $.................... l\mount due on trailer 300.00" .", ,."......,..,..,..".,.".. $.................... S.~~~s,.T,:X,..................... $.....~.~..:.?~....... 1~~'J~~~':':It.i.'1f!. F!".q....."...... $.,,}.?.~.9.L.' FUND NECESSARY TO COMPLETE SETTLEMENT LOCAL TRANSFER TAX STATE TRANSFER TAX REVENUE STAMPS REALTOR'S FEE ....... ......... ,.. ". ,.. ..... 5.................... 5...5....5.9.1...9..5 LESS DOWN PAYMENT $.................... MORTGAGE PROCEEDS BALANCE DUE FROM GRANTEE $.............,...... $,................... $.................... $..?.d\~.9....l? BALANCE PAYABLE TO GRANTOR The above settlement cx,l111ined and approved, in consideration of which closing attorney is directed and aUlhorizcd to make distribution Jnd payment in accordance herewith. Grantor represents that properw is subject only to such liens and encurnhranccs as are shown above and hereby agrees to make any further payment required to effect settlement shown and to effect settlement as agreed. Receipt of a copy hereof is acknowledged. .................. ....... .......... .... .... Grantor ., t~l(. . ~l/_ ! f:. . . . . . . . . . . . , . . . , . . -'I~- ~) f//(/ /' ., J .' - _ ,! \.f./. ! :,' '. .~./.]. /J //>!I../ /'(.1; {l; ""-. ....'(.~.....-r.... .....,.-{,(...- ~4-~................ / Grantee CJ~k:. .\i. .?l+:tt:.~.. .. ... . . .. . r;tt'.\I"4~1 L....t ill-eO) C'DMMDNWEAL TH'DF PENNSYLVANIA DEPARTMENT DFREVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTV ~, ~it~~)1f ,~~~~ "~,,;If~{;.;,,, (Instructions on Reverse Sido) Estate D f James G, He1,1er 21-81-346 If additional space is necessary, use BW' x 11" sheets, DESCRIPTION UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION {OFFICIAL US/; ONL Yl ITEM NO. 1. Trailer sold to Donald C, Heller and Sharon Heller (See appraisal and settlement sheet attached to Schedule "A") 2, Checking Account # 060-475-5 The Bendersville National Bank 1 James G, Heller (See attached confirmation) I 3. Refund from Penn Fuel Gas, Inc, 4, Death benefit from United Brotherhood of Carpenters and Joiners 300.00 498,19 9,44 1,000,00 TOTAL 807,63 QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two yeins of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" 01 "No".) Nn 2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the allending physician indicating the state of decedent's health at time 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 "Yes" 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 "Yes" 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 tile right to income from the property transferred? (Answer "Yes" or "No".) No, b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) No. 6, If the answer to five b. above is "Yes," 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 "Yes" or "No".) No, 8. Did decedent, at allY time, transfer property, the b61eficial 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 "Yes" or "No".) No, 9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ). REV";53 EX" (10.801 COMMONWEA~TH OF PENNSYLVANIA , OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT Estate of SCHEDULE "0" BENEFICIARIES James G, Heller 21-81-346 (lnstmctiofls Oil Roverso Sido) BENEFICIARIES AND ADDRESSES 1. Arthur C. Hell er Box 72 Plainfield PA 17081 2. Kath Jo Lash nee Heller 415 N, Baltimore Avenue Mt. Holly Springs, PA 17065 3, David J. Heller 12 Jenny Lee Drive Mt. Holly Springs, PA 17065 NAME If additional space is necessary, use 8%")( 11" sheets. RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH brother ui urIs s ecific he u s of bank account; 1 3 of residue daughter yes sui .i uris 1/3 of residue son sui juris yes 1/3 of residue ---_."- ----_.- The above beneficiaries were living at the time of the decedent's death except for the following: DATE OF DEATH ~ ~ 'tl ~ 0 ~ ~ ~ .0: ~ ~ '" ~ ... "' " ~ '" Ul Ul "' ... 'tl p; ~ " " ~ ~ .-! '-' '" ... ~ tJl '" Z "' .-! " s :Ii "" .... " 0 .-! U - .., A .... !2 0 ~ '" I>: IJ.o IJ.o 0 ,... 0 '" 0 Z 0 '" '" ~ ,... 0 - ~ Z Z ,... ~ ,... ~ Z ...1 0 - 0 ~ ~ 6 ~ ~ ::E ~ ...1 Z Z Cl U l;) Z - ~ '" ~ 0 0 <<: ::: ~ u Cl p.. :J 'lSaJalU\ S,luapaoap aLjl 10 anle^ la)JJeW aLjl aleo!pUI '\1 'lSaJalU! S,lUapaoap aLjl 10 a6elUaOJad aLjl aleo!pUI '€ 'AlJadoJd paUMO AllU10[ aLjl.lo anle^ la)JJeW lelOl aLjl aleO!pUI 'C: 'paLjS!lqelsa seM d!LjSJaUMO lU!O! aLjl alep aLjl pue [S]JaUMO'OO aLjl 10 luapaoap aLjl Ol d!LjsUO!lelaJ pue ssaJppe 'aweu aLjl apnloUI ,;S.. alnpaLjos JOI suo!lonJlSU! aLjl Ul paleOlPU! se AlJadoJd leUOsJad lie aqiJosaa ,;\;J.. alnpaLjos JOI SUO!lOnJlSU! aLjl U! paleO!pU! se AlJadoJd leaJ lie aqiJOsaa 'l 'lSJ!j alelsa leaJ lSIl 'papnlou! aq Ol aJe AlJadoJd a!q\6uelU! pue a\q!6uel LjlOS 'd!LjsJO^!^Jns 10 lLj6!J Ljl!M slueuallUlo[ se Sa!lJed JO AlJed JaLjloue LjHM AllU!O! luapaoap aLjl Aq pauMO 'leUOsJad pue leaJ 'AlJadoJd lie apnlou! lsnw ..3.. alnpaLjos ..3.. 31na3HOS DNIJ.31dIAlOO ijO::J SNOIJ.OnijJ.SNI ~ d!J ~ ~ I>: I/'l <: .-l z >>l >>l ~ 0 >- >- d!J >>l \0 '" ::> ...l -< '" - .-l I/'l U Z .-l N M - 0 ~ ~ - 0 !;: 0 ~ u.. " ~ 0 1-0 0 Ul Z 0 '" Ul >- 1-0 0 .. ><l Z 1-0 ><l 1-0 >>l Z Z 0 - 0 p:: Z ~ ...l ~ ~ >>l >>l ...l Z Z 0 ::> CJ " Z - ~ Ul ~ 0 0 -< ::: - ><l U Cl p,. ...l Oecedent's Nam~IL st, First, ond Middla Inllloll OECEASEO Q. A..m!-) ~---- Social SecurilV umber 001001 Ooolh .D 5..:..1.1) .~.L--- ..---. 1. Orlgln.1 Roturn 0 2, SUPlllulII.nlol Rolllln [J INHERITANCE TAX RETURN 1 RESIDENT DECEDENT FII:~:~~" Ollr.odunl's Atldrnn ~- ~ I~OoY./.D - REV.1500 EX + ('J-Bll BUREAU OF EXAMINATION PEI\INSY..~ ANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG. PA 17105 3. Romoindor Rotutll 0 CHECK BLOCKS 4. Lilo E.lotu 0 &, Fodorol ESlOto Tax 0 ROlllln Roqnlrod, 6. Oo"donl diod tOltot. 0 7, OocOlIOlI1I11.lnlolno<l o living 0 8. Numb" of sofo doposit 0 (Attoch COnV of Willi __..__......._..........lr".1 (/IItoch cOllV III \ru.tl boxes invonloriod All conuspond,nco 0011 conllilonllol tRK Inlnlnl8l1un.hnul<l lio <liroclll.llII: CORRE. ---..-.....-.......-....... . . ... "-'---j--.--" SPONOENT No I . \-\-0 ( 'f. M!!r.n A\'f\' _1:\.......!_:b.Q,.\tL~1 ." .~~L___ P,Q. (';)O~ t. TOioph,noNn. \'" _~.L~I\\~I rA \1~'1-1 :.....:=~..~~=~....._ ._........._..~~,.._~~... CIIV Stato = APPRO. PRIATE Zip Rccopltulallon 1. Rool Estat. (Scho<llllo AI ( 11 2, Stocks on<l Bond.IScho<llllo BI (2)_ 3. ClosoiV Hnld Slockll',rtnollhhllnllllUl1 (ScllInlnla CI ( 31 4- MOllgages ond NolOl (Schll.llIlo 01 ( 41 &, Cash & Miscallon,oll' Parsnllllll'rnpllrlV (SChUlllllo EI ( &1 RECAPIT. 6, Joinllv Ownod PrllllerlV (Schadlllu fI (61 OLATION 7. Tronslors (Sch,dllla GI ( 71 B. Tnl,l Gross Assail (Iotol IInOl 1.11 ANO 9. Funor,l ExpOl'IO' Adllllnl.trollvo COlt./Mhcollanooll. E,p,nlO' (Schodlllo HI ( 9) TAX lB. Oallls/Murt9og"fLion.ISchuduI0 II I1BI 11, Tol,l Oodllcllon. (Iolollln" 9 & 101 12, Net Voluu of E,tolU \Iino B mlnuI IInu 111 CALCO. 13, Chorlt,blo BUqUOlIS (Schudlllo J) LATION 14, Not Valuo .lIblocl 10 I" liIn. 12 mlnlls IInu 13) ( 81 (111 0, -oQ'4.\D (12) (13) (14) Compolotlon of Tax 1&, Amounl 01 IIno14 I"ohlo a16% rolll (1&) tinclodo VOIIlOl frOIll Sch,du!u KI 16, Amounl 01 IIna 14 lo"hlo all&% rato (161 (Incllldo VOIUOl from Sch81llllo KI 17, Principal t" dll' (odd la' frll'" IInu 1& Illu'I" fron, IIna 161 lB. TolIII PI lor p,Ylllonll: (,I Alllollnl P,ld ....---..--.--- (h) PIli. BllCnllnt --..-.-..----- (cl MIIIII.IIIIO".I _---... (IBI 19, 1\0\'"CO DlIa (llno 11 mill "' 11110 \8) M"o Chotk P,yohl. In: nogl.tor of Will., Agont . . . PLEASE RECHE~K MATH.' . x.06= x.1S= (17) - (19) .-"-...... UII.I", 11I1IIO"ill\ 1I11""II\IY, 1,1,,18111 Ihall havu o"millod Ihll roturn, Including accampanving schedulos and statemonll, and 10 tbo boll 01 mv knawl,dgo ,lid bo"ol, "'11'"11, ..1I11I1CI," d ,0Il'llh'llI. Dotl".lion of proporor olher than tho personal roprosontativo is basod IIn all Information of which preparer has ol\Y kllnwIIlIIU" .3/1 f'/ KJ- 5111NAlUIII 01 i'11I5( N ADDRESS I I DATE fiiClNi\:i.UIIl OII'III'I.AtHI! oi:iU'II'riIAN-nii'Pii'ii5ENTATIVE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her toXabfe. 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 0 burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate ore subject to the approval of the Register of Wills with wham 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 0 spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who;s a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption con 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 a will or by the Pennsylvonio Intestate Lows. NOTE: Compensation paid to on estate representotive; namely, on executor or administrator, for services performed in odministering an estate is reportable for Pennsylvania Income Tax purposes, This taxable income item should be reported on form PA.40.lndividuollncome Tax Return. r< 'd " rl ~ t'1 ~ ~ z ;J> 0 0 ~ Z Z Cl n C " 3: ~ t'1 t'1 :>:: Z ill 9 - 9 z Z t'1 o-l t'1 o-l z 9 9 o-l -< en t'1 - en Z 0 en 0 o-l 9 ." ." ::0 ,',", ~ ,,- - - CL .,_'_.J 0 .' L' Z - " I ........:: ~ ~:.;::rJ "'~ -';J~ (;0 ,..~S! - o-:=:; w'-' 50 -. '-' -< -< t'1 trI ~ ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's nome, 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 incutred and/or paid, 4, Enter the names of each payee. S, Provide a brief explanotion 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 hos assumed the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE BW' x 11" SHEETS, INFORM A TION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 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 ~, 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 5-23-80 Results in: 2 Months = 20 Days = Rate of interest .010 + .00335 = -.01335 Balance of tax due Rate of interest INTEREST $2,000.00 x .01335 $ 26.70 Balance of tax due Plus Interest to Date of Pavment (+) TOTAL tax and interest to Date of Payment $2,000.00 $ 26.70 $2,026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 day .00017 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 the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object withIn sIxty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S, see, 2485 - 1001). MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TD THE REGISTER OF WILLS FDR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FDR ADDRESS. MIIRY C. I.F.WIS H:HW( It '-'1:1 'I' t t~llql" t, '( i\! VVi, I~, ,', I ~ (, ~ :! ". , ), ;,1.,;. .'. C'"I': OFI'ICES Or- fRegister of :mills null QUerh of tIle (@rpllnnu' QIourt Qluuntu uf Qlumbulunb COURTHOUSE, CARLISLE, PA 17013 Dale: Apri 1 28, 1982 MEMO TO: Paul Titel Re: Estate Of James G. Heller #21-81-346 'l'he tax computation for the above es:are shol,l.J be as fo 11o\"'~: bdnl\. }It:.:cuunts ~ o,b::>4.jU 1::>'/0 498.19 15% 1/3 Residue 1,138.45 15% 1/3 Residue 1,138.4" 611\ 1/3 Residue 1,'138,45 6% :.?l, U,"U. l~ 74.73 170.77 68,31 68.31 ...' -', , Y'.l..,.........,...... A copy of the tax assessment you sent me is enclosed. If you have any questions concerning the computation of tax, please do not hesitate to call me, Thank you. C)llMf (l~ Mary C. Lewis Register Of wills REV. lS93EX (11-82) j PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMENT P.O. BOX 2055 HARRISBURG, PA 17105 INHERITANCE TAX RECORD ADJUSTMENT ASSESSMENT CONTROL NO, 101 DATE ~1-83 ESTATE OF HELLER JAMES G FILE NO, 21 81-0346 DATE OF DEATH 0~.=l5.-B1 COU~_U}lIlERl.&1W NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FDRM WITH YOUR TAX PAYMENT TO THE REGISTER DF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYA8LE TO "REGISTER DF WILLS. AGENT." HAMILTON C DAVIS ESQ PO BOX 6 NEWVILLE PA 17247 PLEASE RETURN THIS PORTION TO REGISTER OF WI LLS IF PAYMENT DUE ~I,!,!: _A!-9~~ _ ,!:HJ~ _L!~E_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ "INHERITANCE TAX RECORD ADJUSTMENT" ESTATE DF HELLER JAMES G FILE NO,21 81-0346 ADJUSTMENT BASED ON: SYSTEM CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule AI 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Schedule E) 6. Jointly OwnE'd Property (Schedule F) 7. Transfers (Schedule Gl B. Total Gross Assets III ( 21 ( 31 ( 41. ( 5) ( 61 ( 71 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule HI 10. Debts/Mortgages/Liens (Schedule II 11. Total Deductions 12. Net Value of Estate 13. Charitable Bequests (Schedule JI 14. Net Value SUbject te Tax ( 91 (101 TAX: 15. Amount of line 14 taxable at 6% rate , 6. Amount of line 14 taxable at 15% rate 17. PrinCipal Tax Due TAX CREDITS: (15) (161 PAYMENT DATE RECEIPT # DISCOUNT 1+1 INTEREST (-) 09-01-81 029752 .00 ACN 101 DATE 05-11-83 5,500,00 .00 .00 .0.0 1,807,63 6,854,30 .00 ( 81 14,161. 93 ,00 3,394.10 (111 (121 (13) (14) 3,394.10 10,757.83 ,09 10,7E7.e3 2,276.90 8,490.94 X.06= X.15= 1171 136.61 1,273,64 1,410.25 AMOUNT PAID 1,410.27 TOTAL TAX CREDIT 0...2 BALANCE OF TAX OUE .02CR INTEREST .00 TOTAL DUE ,02Cll (If Bal,nce Due IS less thin $1.00 no p,vment IS reQUIred) · IF PAID AFTER DATE INDICATED SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS