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Home My WebLink About81-00354 " " J ,l=!= ~ I . I>l ~ ,'~ ~ ,. !i UJ .~ 0 i ~ ~ I . ~ . ~ I ~ 0 ~ tI1 ~ ..... 0 ~ - ~ . IU 0 ,- Z WI r-i LLI ,- ~O. 21.81 3S'\ PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTATI, OF ........,J9.1.m..J"..,j?,w::n!L........,....,..,............, IlECEMmU. To ""',....~y...~.,.,'~~.i?,",..,',."..,........,.,",..,.,"'"",..",..""""."."",..","',."...,.,"" Register of Will~ fo,' (he Counly of CU/llIJCl'land, in I h" CO/lllllonwealth or Penn~ylvania, The Petition of .,""~~~,\=:..~..,' ,!.Jl:1r.l)~, ,...., ,..., ,..'""",.," """""..",',... """""",.,' """.. "',' "".."......",..,,""'" .............................,..........................., rc,peclfully showelh thaI "..,.;J:9.!m..,.;J:,...~,n~..................................,........ was a r 'd t f Sou..ham!p'ton Town~hip (' I '1' I ct. St. t l' P' 11 yl- eSI en 0 .........,....",..... ....,....................,........~ ' um leI "11< oun j,. ,I e 0 ell S vania, and a Citizen of United States, llnd nepartedthiR life inte~tate in the County of ............................ ......~~.,...,""" ann State of ..,.,.,~~~y..1::.~~~.,""",."....,"""""",..,..,.....'""...."""".."""",,',............... on ......~~,~?;(................. the ....J0........................., day of .........,...1:w.r.~,~........................., A. D., In,~~....., at the age of ..,~,~........, years. That the said ....~~~..~,:..,~~.~,.........................................,.. dcc"ased, left surviving the following named widow or husband, heirs and next to kin, to wit: , , !, ,I Name Relationship Residence ............................................ Sister ,R...,..!?,:,..?~..!:'.l:!~p.~~~~9.!...?.~""',.. ,R...",!?:, ..?.~., .~.1:!~p.P.?~~~9.!... ?~...,"" ,~~2..l!::..,9F..~~,..~.~:,.~"~.l:!~p.~~)?~g ,PA }~R"l!::...9F..~~,..!?~:,.~,,!:',l:!~p.~~~g ,PA Sarah J. BurnS ...........................................................,"" ............................................ sister ...~:9~~.t...!';....,~!)~."...."..."...,...... ..,?.:!-.t.~~.t.\\..f.~.I:)~,..,..,",...,',.."...... ...?~!",!1.,...~g\~..,....,.....,.,.,""',...... sister ............................................ sister ............................................ ................................................................ .,.......................................... ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ..........................................................."... ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, ~o far a" known, The ~l1id decedent was pOSSCH"p.d of personal propel'tj' to the e"timated value of $..~,5,r,QRR,:,9.Q............ and of Real l~state, le"s incnmbl'ance, to the e~timaled value of $...?I,QQ.Q,',QQ.............. a" near as ean be ascertained. That the said Real Estate in <0 fal' as is known is located in .~9),\~P.W.!)...:+.9.'@1?!:\~p..(................. .....~f.-,~"~,~!;;(,r",!:~~y.~y~?..".....,",..,""...""......",..,.."""""",...""..,...""",",.,",.,.....,.........,..,........ Therefore, your petif.ioner(<) respectfully applj'(ie<) fOl' Lettel's of Administration in the above named estate. Dated .......,g,!l,r:!~....9...,......--..,....,......, A, I)" dH...., Signature and Addl'ess Marvrn'~..~B..[(R~2....'S"'."..,"',..\"""',..... garet:"lt urns, .IJ., lJ~ppenslJw.g, 'FA of Pctitionct'(:.;) ..,........,.............,............................................................... IsOla .""""""..,..""""",.."".,..,"',.....,',..,",........"....~o;J ....,.................................................................. .......... COMMONWI';ALTII OF l'I':l\.\;SYI.I'ANIA \ f "s: COUNTY OF CUMIlJo:HLANI> I ,....,......~9~!?,e.~,'~,:",B,Ill,;,n,s." "..'",'." """"""".", ",",",',' "" """".."" "" ,"" ,""" "',"'," "'" "",..,."",.".. named in the above application being duly ........s.\Y()~,n...................,....,..,.. "ccording to law, gjll'rthat the facts set forth in the above application al'e tl'll<! to tIll! best of ,..J:le.r....... kllow~ged}nd belief. ........S~n.......,..............................., and subscribed 17Uo:~#Bllrtis'..~,.,."..,.,.".....".... before me, ,," "" "",...', ",..", ,,"","" ,..', ",..,."..""",..".,....."."..".....,.. June 9 181 ...............................................,............ A, [)" \,)..,....... ....,......,.."....,..,........,..........."................,..,....................., ?z(ar..e.,.~m;;;;;;;.. Filed:, .......,q,~,~~..,J~,~....,)~,~,l:............,.........,.. ........................................................................................ Allol'lley: ,........."..,~Q~..;r"...Y.99!ffi,................. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND tss: Margaret E. BurnS ...... ......... ........ ......... ................ .......................................... ............. ......... ..... .................. .......... ......... ...., petitioner (s) being duly ...~~~............................................ according to law do ,~~....... depose and say that as the administra ..l:.~........ of the estate of ....~~~..~.:...~~s..................................................................................... ..".................................................................................................................................................................................... deceased ...:on<;\.............. will well and truly administer the goods and chattels, rights and credits of said deceased, according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ..........,~~!:......,',........,...,',.,..."..... and subscribed before me. June CJl ~;;;id~':: 1!j,~,nsl1..~..,',.............. ............................................................................................ DECREE Be it remembered' that on the ..........19J!!............. day of ..............9:.I:1r..~........................ A. D., l~,L... Letters of Administration in the estate of ......~~!)!.1..~.:...~1:l,!?......................................................................... ............................."........",..."..,',..,.....................,...., late of ~.?\!~.~p.~~.l}..,.~?!:.~)?!..........,.........."....".......... Cumberland County, Pennsylvania, deceased, were granted to ...~i!f!?Ljj:"...J?w.;1:l,!?.............................. ........................................................................................................................................................................................ Witness my hand and official seal the day and y~~,~..:~~~.~~~.~)?&.u...e.:... ,~~ '.. _..:-:;.:.1........ ""(' (/ V~~~... COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND t J 5S: MMgaret.E. R1.....,,. ,-, ---''''. .......--.-------' ..'----- being duly swcrn ____ according to law, deposes alld says thats he 18 the 1\auiniatrat.;'ix - of the Estate of .Tnhn .T.....1lIrn.. late of __,_ ,..SCUthall"L<n. 'l'CIWIlSbip ,._____, Cumberland County, Pa., deceased and that the within is an inventory made by ___,.._net ,--- -" " the said Adnsinillt:ratr~ of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the ligures opposite each item of the Inventory represent it's fair value as of the date of decedent's deafh, swam and subscribed before me, lj(lw~ruvr t /!I /A~..I ~. Adminhtrator Matgaret E. IlurnB R. D. 2 ~!I;:'\~ ~; :'iO'i,:h, ';/;;,;, h:I';t. S:1.p'~['~~lJ'J'6 i~.".,.~:, \:ljlri,,~!13nd rll~'!l\Y 1,1y C~':l:m:\.'i,,:1 hpnes MJr. 26. 1'.:'\] Member. Penns~lv(lnIJ Assomtlon o! 'jf"',~W'5 l Shippensl.mg. Pennsylvania 17257 Address Date of Death seventh Day ~il Month 1981 Yea, INSTRUCTIONS I. An illventory must be filed within three months after appointment of persenal representative. 2. A supplement inventory must be 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. n C' r- Jr.! ~'7, ",:1 ~ ..... ~:;) ",,"7J "'~ 010 ;?:?? .-~\~~ 'j . ~~, '\ , -'. :;~. ~ cO ,<"I ':-~;I.:~: -0 ~ . >- i .,; .. :;; w ~ ~ S .. w I ~ J 0- U .. 0 Vl ~ ~ 0 w w C ... ,.. ~ I " .. .., I- J: 0- .,; 0- c t- -' U. ~ .!t z < 0 0- 0 U. -' . . =: ~ w 0 < w 0') .;. 0')< > z ~ . Z 0 ~ c i c ~ Vl Z 0 0 ~ U Z w < ... 0- "tl c .. - ;: 0 ~ .0 "tl ... ~ E . ..! 0 .. ~ 0 -' U L.L co RE.V-1500 E.X + (9.81) . BUREAU OF EXAMINATION PENNSVLVANIA DEPARTMENT OF REVENUE P.O, BOX 8327 HARRISBURG, PA 17105 INHERITANCE TAX RETURN RESIDENT DECEDENT /-r2(P/- File Number .;1.\-'61-0351.{ Oecedent's Name (Last, Firsl, and Middlelnitien J. Oete of Oeath o OECEASEO, ' SoclOl Security Number -~ lD-11~1 2. Supplemental Return 0 CHECK I. Originel Return m Oecedent's Address p',l),'a. c;::,hi lI.M blL~1 PA l1~lj'7 3. Remainder Return 0 4. Life Estate 0 5. Federal Estate Tax 0 Raturn Required. 6. Oecedent died teste" 0 7. Oecadent meinteined a living 0 8. Number of safe deposit 0 (Attach copy of WillI trust (Attach copy of trust! boxes inventoried All correspondence and conlidential tax information should be directed to: Computetion of Tex 15. Amount,ofline14texableat6%rate (151 (include values from Schedule Kl 16. Amountofline14texebleet15%rate (161~r'1D. ID !include velues from Schedule Kl 17. Principal tex due (edd tex from line 15 plus tex from line 161 18. Totel Prior peyments: (01 Amount Paid (bl Plus Oiseount (cl Minus Interest _ 1181 19. Balanca Oue(line 17 minus line 181 Make Check Payable to: Register of Wills, Agent * *. PLEASE RECHECK MATH' * * Under penalties of perjury,l decle" th,tl heveexemined this raturn, including accompanying schedules and statements, end to the best of my knowledge and belief, it is true, cor end complete, Oeclaration of preparer other then the pmonel reprosentetive is based on all information of which prap"er has eny knowledge. j Ii / R .3- TIVEISI ADORE5S I 1, DATE APPRO. PRIATE BLOCKS CaRRE. SPONOENT Na Recapitulation I, Real Estete ISchedui, AI ( 11 2, Stocks and BondslSehedule Bl ( 21 3. Closely Held Stock/Partnership Interest (Schedule cl I 31 4, Mortg,ges and Notes (Schedule 01 ( 41 5, Cash & Miscellaneous Personal Property (Schedule El ( 51 RECAP IT. 6, Jointly Owned Property (Schedule F) ( 61 ULATION 7, Transfers (Sehedul, G) ( 71 B, Total Grall Assets hotel lines 1.71 ANa 9. Funeral Expenses Administrative Costs/Miscallaneous ExpenseslSchedule HI I 91 TAX 10, Oebts/Mortgeges/Liens (Schedule Il 1101 II. Total Oeductions (total lines 9 & 101 12. Net Value of Estate llin, B minus line III CALCU, 13. Chariteble Bequests (Seh,dule Jl LATtON 14. Net Velue subject to tax (line 12 minus line 131 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ID\ ?SD.CD ~,'.5a5, '&0 \1,I'\::l. ~?> 31.,.%8.13 . ( 8) (Ill (12) 1131 (14) 5, () Qi. oa 31, ~10. 10 31, Ll'D.IO x.06' x.15' (17) ~.5:L (19) ADDRESS DATE .. 05 ;uffl ,. S~rT' N }~~~ '"n (")cJ , ,ot '._'::-:J r'~1., b .,:::1 " , ,rT'1 r' .. ~ .,'j 'l" 'c- eo " AEY.441l11.aOI COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~^ \~~ AFFIDAVIT OF FIDUCIARY (Instructions on Rovorso Sldo) Estate of John J. Burns Do t e of Dca f!, ~llriL7-t-.-lill Last Address R. D. 2 Shippensl:urg, PA 17257 Social Security No. 1 Yl-~fi-'/D I Bureau File No. (CITYI (STA TEl (llPI 21-81-354 Coun ty FiI e No. 1. Decedent died: (X) Intestate (without a will) ( ) Testate (leaving a last will--copy attached) 2. Is the filing of a Federal Estate Tax Return required for this es!ate? Yes_ No X 3. Executor/Executrix (X) Administrator! Administratrix Name Margaret E. Burn", Address R. D. 2 Shi,poensburg PA (CITY) (STATE) 172S7 (ZIPI 4. All correspondence should be mailed to (X Attorney ) Fiduciary. 5. If an attorney is representing the estate, indicate: Name Robert J. Yocum Address 116 East King Street, P. O. Box 336 Shippensburq (CITYI Pennsvlvania 17257 (5TATEI (ZIP) List all safe deposit boxes registered in the decedent's individual namel or jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by another as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box is located, the name (s) in which the boo; is registered ond the relationship of the joint holders to the decedent. NAME ANO AODRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINEO A SAFE DEPOSIT BOX NAME OR NAMES IN wHiCH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT none Under penolties of perjury, I declare that I hove examined this return. including nccomponying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. , 7 /: - /1- a/T..t, r c! q,,AA. -1'/:;/10- I.IGNATURE OF FIO~CIARY Administr"tnx I-tiS). OATE REV.451 ('1.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENTDF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '*' (Inst1'llct/ol1s 011 RcvcrsCJ Side) Estate of John J. &Irns ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL YJ 1 Proceeds fran pub1.J.c sale of miscellaneous old motor vehicles, old tractors, machineJ:Y and miscellaneous tools 8,525.80 I TOTAL THIS PAGE REV.452 I:i:X+ 13.80) ,COMMO~WEA~ TH OFPE~NSY~VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~ 1m J ESTATE OF uO. Burns SCHEDULE "C" TRANSFERS * INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on Ihe reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," ils estinwled market value al dale of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Atlach n copy of any Irust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL Yl None 00.00 TOTAL THIS PAGE 00.00 QUESTIONS CONCERNING PROPERTY TRANSFERS I. Did decedent, within two years of death, make any transler of any lIIateliiil pmt of his estate without receivin~ valuable and adequate consideliltion? (AnsVlel "Yes" or "No".) no 2. Did decedent, within two years of dCilth, transfel property flOl1l himself' herselt to himself/herself and ano!iH:! party or parties (including a spouse) in joint ownership? (AnSII'm "Yes" 01 "No",) _'1lL 3. If the answer to one 01 two above is "Yes" i1:1(1 [he [[onsfers i1re claimed to be nontaxahle, provide the fOllOWing information: a. Age of decedent at time of tmnsfer. n/a b. Copy of dealh cOltilicate. c. Affidavit by the attending physician indicatin~ IIle stilte of decedent's heillth "I limp. of trilnsfer. d. All other information supporting nontaxability of IJilnsfel. 4, Did decedent, in his/her lifetime, make any tlii/lsler of fJlopelty without receivini: iI v,lluilble or adequate consideration therefor which was to take effect in possession or enjoyment i1t or ilfler hiS/her death? (Answer "Yes" 01 "No".) no a. Was there any possibility that the property trilnsferred might return to Ililnsferor 01 hiS/her estate or be subject to his/her power of disposition? (Answel "Yes" or "No",) no b. What was the transferee's age at time of decedent's deilth? _D1~ 5. Did decedent in his/hellifetime make i1ny transfer without receiving il villuable i1nd adequilte consideriltion thelefer under which transferor expressly or impliedly reserves for hisillC: Ii Ie or any peried which does in fact end before his/her death: a. The possession or enjoyment of 01 the right to income from the PIOpClty transferred? (Answer "Yes" or "No".) no b. The right to designate the persons who shall possess or enjoy the properly transferred or illcome therefrom? (Answer "Yes" or "No".) no 6. If the answer to five b. above is "Yes," state whether the light vms reserved in decedent alone or olllels. n/a 7. Did decedent in hiS/her lifelime make a transfer, the consideration for which was tlansferee's plomise to pily income to or for the benefit or care of transferor? (Answer "Yes" or "No".) no 8. Did decedent, at any time, transfer propClty, the bOleficial enjoyment of which was subject to chilnge, 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 eighl above is "Yes," was the power to altel, amend or revoke tile interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) no REV.454 E)(+ (J.801. '* COMMONWEALTH OF PENNSYLVANIA SCHEDULE "E" OEPARTMENT OF REVmUE "TRANSFER INHERITANCE TAX JOINTL Y OWNED PROPE RTY RESIDENT DECEDENT (lnstmctlom' Oll Roverso SIeJa) Estate of John J. Burns P TOTAL E VALUE OF DEPARTMENT ITEM R NO. DESCRIPTION MARKET \ DECEDENT'S VALUATION" VALUE INTEREST IOfficial Use Only) T 1 ALL those two certain tracts ot land containi 23 acres and 55 perches, more or less, with dwelling hoose erected thereon, situate in Southarnptcn TownShip, Cumberland Coonty, Pennsylvania. A portion of the same being that tract of land containing 12 acres and 55 perches, which Mary A. Burns, et aI, by their Deed dated April 2, 1955, and recorded in the Office of the Recorder of Deeds of CLnnberland County, Pennsylvania, in Deed Book "I", Volume 16, Page 510, conveyerl to Margaret Etta Burns, John J. Burns and Sarah J. Burns, as Joint Tenants with Right of SUrvivorship am not as 1'enants in Cannon; and the renaining portion of the same being that tract of land containing II acres, more or less, which Mary A. Burns, by her Deerl daterl April 2, 1955, and recorded in the Office of the Recorder of Deeds of Cumberland County, PEmnsylvania, in Deed Book "I", Volume 16, Page 513, conveyed to Margaret Etta Burns, John J. Burns, and Sarah J. Burns, as Joint Tenants \qith Right of Survivorship and not as Tenants in Cannon. (See attached appraisement) 15,000.00 ::s 1/3 5,000.00 2 Checking Account No. 412-136352-9, Cannonweal National Bank, Shippensl:urg, PA, registered in the names of John J. Burns or Margaret E. Burns, made joint more than tI..c years prior to date of death 11,207.62 50 5,603.81 3 Savings Account No. 41-10'74417-6, Cannonwealth j": NatiOnal Bank, Shippensburg, PA, registered in the names of John J. Burns or Margaret E. Burns, made joint April 7, 1962 B,163.77 50 6,581.89 4 Accrued interest on above Savings Account No. 41-1074417-6 to date of death 13.26 6.63 TOTAL THIS PAGE 17,H2.33 INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, reul und personal, ownEd by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tanoible and intungible 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 und relationship to the decedent of the co.owner (s) and the datc the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedcnt's interest. 4. Indicate the murket value of the decedent's interest. t""' '" ti n ;r. r.1 ;:- :;: z ;:- 0 0 ti (fl " - C1 (") c: u ~ % '" Z t""' t"1 t"1 :>: % '" 9 - 9 t'"' - Z % t"l '-'1 t"1 '"" ~ 9 9 '"" ><: (fl t"1 (fl Z 0 (fl 0 '"" 9 ":'j ":'j :;>:l ~ ~ 0 ':j - ." 0 - Z (") ,:j - ;:- t'"' c "" c: ~" ~ u" "" tIl I::.,.. "- ',n. t"1 Ct::.(/~ "'; .i.'i:.' 0... ."- ,~ !-~. 0 ut.::'. Z LU~ N ~..';::? t'"' 0:: 5X' ..J'~" 0< u 0< 0< ~ t"1 r.1 ;.. ;.. :;>:l :;>:l GENERAL INHERITANCE TAX INFORMATIQ)i Unsatisfied liabilities incurred by the decedent priar to his/her death are deductible against his/her taxable estate. In addilian to debls inculfed by the decedenl or eslole, other ilems ore claimable including the cost of administration, attorney fees, fiduciary fees, lunerai and burial expenses including the cost of a burial lot, tombstone or grave marker and other related buriai expenses. All debts being claimed agoinst on estole are subject to Ihe opproval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence.!o 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 spause of 0 decedent who died domiciled in Pennsylvania. If there is na spouse, or if the spouse has forfeited his/her rights, then any child of the decedenl who is a member 01 the same haesehold con claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable far Pennsylvania Income Tax purposes. This taxable income item should be reported on farm PA.40.lndividuallncome Tax Return. t""' '" " n ~ t'1 ~ ~ - ;:- 0 0 (fl Z C1 n c " ..., z 3: z ~ t'1 t'1 ~ Z " ~ 9 - 0 Z Z t'1 ..., t'1 Z P 9 ..., -< (fl t'1 - (fl 0 '" Z 0 ..., 0 ." ." ~ - 0 Z . ,- c ~- .." ( "' c c.: r:.i. ." I. ~ (,: ~: l.; "" '" N ,. .... -< -< ....c...\ >" "-, '" t'1 t'1 >- ~ " 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide 0 brie! 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 has assumed the responsibility for paying the debts. INSTRUCTIONS FOR COMPLETING SCHEDULE "F" IF ADDITIONAL SPACE IS NECESSARY USE B\}" x 11" SHEETS. REV. 1!i47EX (1-B2) j BUREAU OF EXAMINATION NOTICE OF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT, ALLDWANCE OR DISALLOWANCE CONTROL NO. 101 P.O. BOX B327 HARRISBURG. PA 17 105 OF OEDUCTlDNS, AND ASSESSMENT OF TAX DATE ESTATE OF BURNS JOHN J FILE NO. 21 81-0354 DATE OF DEATH 04-07-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUrlTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT." IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEOUCTED. ROBERT J YOCUM ESQ PO BOX 336 SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE 9~I~!9~9_I~~!~~-------------------------------------------------------' NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX ACN 101 DATE 04-19-82 ESTATE OF BURNS JOHN J FILE NO.21 81-0354 ) CHANGED TAX RETURN WAS: (X) ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real E.tate (Schedule A) 2. Stock. and Bond. (Schedule B) 3. Clo.ely Held Stock/Partnership Intere.t (Schedule CI 4. Mortgage. and Notes (Schedule DI 5. Cash & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FI 7. Transfe.. (Schedule G) 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expen.e. (Schedule HI 10. Debt./Mortgage./Lien. (Schedule 1) 11. Total Deductions 12. Net Value of Estate 13. Charitable Beque.t. (Schedule JI 14. Net Value Subject to Tax ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6"0 rate , 6. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: PAYMENT DATE RECEIPT # 069924 010865 DISCOUNT (+1 INTEREST 1-1 01-05-82 03-10-82 .00 4.73- THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 03-10-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS" ( 1) ( 2) ( 3) ( 4) ( 5) ( 6) ( 7) 10,850.00 .00 .00 .00 8,525.80 17,192.33 .00 ( B) 36,568.13 ( 9) (10) .00 5,098.03 5,098.03 31,470.10 .00 31,470.10 (11) (12) (131 (14) (IS) (16) .00 31,470.10 .00 4,720.52 4,720.52 >l06= )l 15= (171 AMOUNT PAID 4,270.52 454.73 TOTAL TAX CREDIT BALANCE OF TAX DUE 4,720.52 .00 (If Balance Due IS less than $1.00 no payment is required) RETAIN THIS PORTION FOR YOUR RECORDS n ;~;~; 03 1'-' :nffl .. , ~~("") 1'-1.. .', r """ .::<:> ", , ~ .'".U '" ."" . . ,~ .n 1~ ,". ~ INFORMATION 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 24851. 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 inter.est is calculated as indicated below: -- STEP 1 Determine .the rate of interest from the table belcw. STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. 2 Months = 20 Days = Rate of interest = .010 + .00335 .01335 Balance of tax due Rate of interest INTERE5T $2.000.00 x .01335 $ 26.70 8alanee of tax due $2.000.00 Plus Interest to Date of Payment (+1 $ 26.70 TOTAL tax and interest to Date of Payment $2.026.70 Interest from 3-03-80 \0 5-23-80 Results in: --------------------------------------------------------------------- , month .005 4 months .020 7 months .035 , 0 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 dlY .00017 11 dlYs .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 dlYs .00118 17 dlYs .00284 27 dlYs .00454 8 days .00135 18 dlYs .00301 28 days .00471 9 dlYs .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. sec. 2485 - 10011. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR AODRESS. I II II II ,I '1'0,' II " I , , , II TO: I I I I II II Ii ,1 I' II I I I Ii I II \1 ,II \I il II " II II :! il .JENNY MILLEH, nLece of Decedent, one-fifth of olw-~cvl'nth equal :-;harc of Decedent's Estntt' TO: MAHIA DE~I~IA, niece of Decedent, one-fifth of one-seventh equal share of Decedent's Estate TO: HUSSELL ZlES, nephelV af Decedent. one-fi fth af ane-seventh equ:J\ share af Decedent's Estate 110BEHT ZlES, nepheIV af Decedent, one-fifth af one-seventh equal share af Decedent's Estate TO: BARBAHA ANN ZlES, niece of Decedent. one-fifth af ane-seventh equa I share of Decedent's Es ta to $ 386,87 386.86 386.86 386.8(, 386.86 TIIIS EXIIAUSTS TilE FUND, , , , , , . , . .$" 13,S41J.~!. por:(. T.J; P,:[:I' CI~:) -2- II I II II Ii " I, " I I! II IN RE: ESTATE OF .101 IN .I. BUllNS, II Lnte of Southnmpton TOIVI1shi 1', ~ CU~Jerlnnd County, Pennsylvanln, II d ceca s cd il Date of denth I' I' :1 Ii ,I IN TilE COURT OF C(JM~ION PLEAS OF CUHBERLANII COUNTY, PENNSYLVANIA ORPIIANS' COURT IHVIS ION Apd I 7, IDSI Dntes of Advertis ing Letters Cumberland Lalv .Journa I News-Chronic]e Compnny .Iu Iy :" 10, 1 7, 198] .June 25, 1981 - .July 2, D, ]98] FIIlST AND FINAL M:COlINT OF ~IARGARr:T E. BURN~L~DMrNTSTRATRJ X Ii " The Accountant chnrges herse I I' as 1'0 I] ows: Ii ", " Ii ,I i' ,I F II I' II 'I II II 'I II II r ,I " il Ii II ii p :i " n Ii I: !' Ii ,! Ii "I Estate Value PRINCIPAL DEBITS To nmount of ]nventol'Y filed in the Office of the Register of Wills of Cumberlnnd County, Pennsy]vnnia, consi~jting of: Rea] Estate: ALL-thnt certain tract of ground situate in Soutlulr.Ipton Township, Cumberland County, Pennsy]vanin, bOlmded and described as follOlvs: BEGINNJNG at a point nt a stone pi Ie at a common corner of land formerly owned b)' Michael IInle nnd .J, Cramer; thencc by land formerly of .J. Cramer nnd formerly of George and .Joseph Crnmer, nnd ]Ilnds of III chard .1. Frnnk, North Wenty-e i ght (ZR) degrees Ens t, seven bundred thirty-three (733) feet to corner of Jnnd formerly of Susan and George II. Clever, nnd formerly of George nnd .Joseph Cl'nmer; thence by lands of Friese and Kelso nnd ]nnds formerly of Susnn Ilnd George II. Clever, South eighty-five (85) degrees West, eight hundred twenty- five (825) feet to n >tone pi Ie nt corner of J nnd formerly of Susnn and George II. Clever and formerly of lIippenstec]e; thelJ(~e hy the Inst nnmed L1nd, South twenty-nine (2!1) degrees West, t\vO hundred six nnd three tenths (206.3) feet to n stone pi]e at n common co"'ll'l' of I nnd formerly of lIippensteele and lnnd formerly OII'I1l'd hy ~Iiclwel IInle; thence by property formerly of mchnel Ila]e, South fifty-seven (57) degrees, thirty (30) minutes Enst, six hundred ninety-three ((,93) fcet to n point, the plnce of Beginnblg. CONTAINING seven ncres nnd seventy-seven perches, more or less, ns shmvn by tl](' d,'aft 01''1'. L. Essick, R.S., dnted February 26, 1!14D. 2CC'. ",'''' ~.u.'.. "0' (".- ,) ti,l);: _J!;.J I I 'I I I \ 1\ Register of Wi lis of CUIIII1l'I'llIud Couul)', 1'l'llllsyl\'lIllill I Short COl't i fi CfI tl'S Willinm Ffll'ncl' - Accoullt Willium Farner - l{cimhul'St'1IJl'llt" fot' l'stlltP l'xIH.'IlSeS PlIul Ott - ACCOIlIlIe \ Rccol'der of Ikwds or C1IIIIIll'I'IflIld COUllt)', 1'1'IIl'Sy1VlIllifl - One PO"Cl'llt 1'l'fllly I I'll liS 1\'" Ill' I' Register of wn Is Ill' Cllllll1l'I'lfllld COUIlI)', I'l'llIlsyivflllia - ,\11 Fi Ie APPl'fllsl'lIIl'llt alld 1\lvl'llltll'y Reg:istel' of Wills of CIIIIII1l'l'llIlld COUIlI)', 1'l'llllsyIVllllia - II File Statl'IIICIlI or !ll'I1ts alld Iil'dlll'tiolls Registl'" of Wi lis or CUIIII1l','I1Illd COil 11 I)' , l'l'llllsylVllllia - II Payment Oil al~l'Ollllt of 1't'lInsylvlIl\ill Inhel'itallcc Tax Rcgistc,' of Will" or CUIIII1l,,'lfllld COUllty, l'ellllsyll'flllia - Balallcl' or I'l'IlI,s)'lvallill 11l1l<'1'itlllll'l' 'I'lIX Gordoll II. BakeJ', Al'l'l'aisl'" - APl'l'lIi''''IIII'llt or Rell! Estllte 1\ Recol'del' of Iieeds 1lJ" COIlll1l','llIlld CIlUIlI)', I'cllllsyl\'lIllill - \"1 aile pel'CCll1 l'l'lIlty II'lI1lSrl'" IflX I RESERVElilO PAY: !11'gisll'" or Wi lis or CIlIllI>I,\'llIl1<1 Coullty, I'cnlls)'IVlIllia - 1'1 i<' 1\I'I'OUIlI 1I1ld I Schedule or Iiistl'ihut iOIl, III'col'd llelellses RESERVED TO PAY: Ilolwl't ,I, I'm' 1111I , Alto\'llo)' - P,'ofesslonal Sel'viccs Ilendcl'od I RESERVED TO PAY: ~llIl'glll'tot E, BIII'IlS, Adlllinistl'lItrix - Administrat.l'ix Fo(\ IlESEIIVED TO PAY: Rol1ol't ,/, 1'0<'1111I, Attol'lley - I Misce !lllllCIlIIS Offi l'e Expellsl' RESERVED TO PAY: h'dcl'lIl 1I1ld Stall' IIlCllllle TlIxes, I :if nil)', olhl"'"isl' distl'il>lItahll' t"O those I!, legall)' l'nlilll'd t"h"I'I'IO lIS lega' I1oil's or I Decedcllt I'I1INCII'/\1. CIU'IJI'I'S "Ollt illued", .-., ----..---.. .,-.. -,._.~,,--,_._--~",-,._--- TO'l'I\1. I'I1INCII'AI. CREDITS I NCOMI' IIEB I TS CommOllh'l'lIlth Nul iOllal 1111111\ Illtt'I'l'sl 011 Savings Ae.count No. ,11-00,11001/"" COIIIIIIOlll,,'ullh NlItiollal Balli, 11l1<'I'l'S\ 011 TI'IISI FUlld, Al'COllllt No, "O/III!I" 01 ,0 TOTAl. lNCmlE DEBITS r,J( ",I," ri,LI" Gi,,1 -3- Estatc Va]ue $ 6,00 400.00 121.43 200,00 100.00 10.00 5.00 1,766.67 454.73 25.00 10.00 125.00 ],468,80 968.80 50.00 1,000.00 $ 7,]67.63 $ 244.70 437.34 $ 682.04 I I I I, I' I' " I! il 'I I, '1 'I 11 !! II i " "' cmIMONlii:AI:nl Ill' I'I'NNSYl.VANIA SS COIlNTY Ill' C;IIMIII'\U.IINII Ik,rot'l' lIIl'l II NollIl'Y Puhllcl I'll<.' lIndol.:..;jglll'd officer, personally appeared ~IAltG,\jWI' 1:. IlIJ1tNS, Adlllillistl':ltl'ix of the IiSt:ltL' of ,lohn ,J. lIu1'ns, I:lto of Soutluullpt Oil 'I'OI'lIshi p, ClllllhL'I'I:llId Count)' . Pennsylvania, deceased, \V11O heing dill)' Sh'OI'11 :lccOI'd lug 1'0 Iilh'j dt'IHlses :lIld says that tho f01'ogoing ACCOUllt, hoth liS to I tl'lllS of dllll'gP alld d i seh~II'gC' I is t1'lle :lnd conoct to tho hest of hcl' kIlOl,iL-dgL', illfol'lII:1tioll :llId helid'. }1U!.<!.:YI a/c,t C g.L<-/L~J/ 1 ~1:ll'g:l rot E, Burlls ,"''';!''''''I', " ", ~ ' I~ ~".' I, ;.", '\., '.;:~..:-- ',/ '."'. ..-:...' ,''(" '~:"'ji:,:, 'rh'oi~ \'llld ,../ It:~:~,,,;~/>.;,- r..', {~.\, ,~~} : h, :'.',"J" ",~,'h J'~b~:h -: ~ " ~:l,.l,"~;:, \' ..' r: ' ; ::'.)'''\.J''t''''.J." I ,.'.\,): -:. ',"~"':" ':','I'!( ..:: - :: ~. "".,':"~... ~ .. .. .../ . .', ',." ." ~ .,., \. . .' ::., .. . I' '"11,, \ .' \.'" ~ '\ f;' , ~! "'~.,1~" "". O//'l'" "," "'" j,\ ,,_:, ""'l!I'U\l\\ I' il < SlIhSCI'illl'd to hefore me, dll)' of ~III)', 1!IR2, ;'111,;,.\ : L ~ Ie 1 . 1'1-' . :~11,':.'. :>liIL:~h, (:I'lilJ~'~i';:I,(l 1','lm!y M~' ill':I"j, '. ' 11 \ I :,11(",. :,~,:! :)lJ, 1~I'J.l Ml'rlit-,.",. tll':oI\illl!Jili~ A:,':,x,,',liOll ()I N(~~ri,:~ v "{'I" P"'" .~'"; RI~r.r" "'.", _d". (-,IJd