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No.21-81
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
:1 jl (."." I / ! - ("
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, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petitloner(s) is (are) the execut o'~ named In the Last Will and Testament of .4'M<0i/,-
,c Wt.lZ'i'L ' dated 4u'lu",-;r- 3" 1'177
Decedent was a citizen of the United States and a resident of PC';"'-t/ L t, "t-( tl ~/f f.., ~~ c(
ToWMhlfl (Borough), Cumberland County, Commonwealth of Pennsylvania,
r~u .uJ_,,\'-t . -A
Decedent died on ...::J~'~ the 7 day of U :J <-" A.D. 19~, In the
County of ('f 'J ,'-\ h?~ LA ,vc~ , State of 11 at the age of '70 years.
Decedent ~ (has not) been married and has- (has not) had children born to R4fl'l (her) since the ex-
ecution of the above described Will, / /
Decedent was possessed of personal property to the value of (( U fls... "".4 k (
and of real estate to the value of OIL! <? ~..ff~'<:',j
3 ,.r. -tP 5 r-
as near as can be ascertained; said real epte situated as follows ' It'., 0.)
('leu-.) ~w M b12~ L4iJ d ,u)
Therefore, your petitioner(el respectfully apply(ies) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron.
! C,"
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o '
Dated
Name and address
of Petitionei(s)
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND _ ~ ss
Nt l.9'S L c;.~6.~S
named in above application, being duly ..:s...uc;('<!
statements set forth in this petition are true to the best of
c.
~~oh! and subscribed before
according to law say(s) that the
tJ . S knowledge and belief.
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Filed: June 10, 1981
Attorney
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OATIl O~ PERSONAL REPRESENTATIVE
COMMONWEAL TH 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
1\/, l C2~" (. (~> ~l ;; .c.
Cumberland, personally came
who, being duly ~I O~A/ , dop,;; depose and say that as c:: -<' {~ {1 c. -(=':0 ,<:.
of the last Will and Testament of---.//I,q ,('1' It;; ~ (<.) Ii (-I- c. (-' (.
deceased
T 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 Jaw relating to Transfer Inheritances.
~~o C( !\,D,. 19R _"'_
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/> and subscribed before me,
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DECREE
Be it remembered that on the
10th day of
June
81
,A,D,.19_. there was probated and
recorded the last Will and Testament of
Mar~ E. Whitzel
New Cumberland
late of
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the dav and year aforesaid,
' 793
, Cumberland County, Pennsylvania.
Niles L. Gross
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. Register
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material pmt of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No",) J!JL_
2. Did decedent, within two years of death, transfer property from hlmsel f/ herself toliimsel f!hersel ( and another party
or pmties (including a spouse) in joint ownership? (Answer "Yes" or "No".) .J!!L
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 attending physician indicating the state of decedent's health at time of transfer,
d. All other information supporting nontaxabiiity 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" ,) N"
b. What was the transferee's age at time of decedent's death? N"
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 "Yes" or "No".) llfL-
b. The right to designate the persons who shall possess or enjoy the property transferred or income Ulerefrom?
(Answer "Yes" or, "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 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 "Yes" or "No",) No
9, If the answer to eight abnve 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-453 EX+ (lo.eO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(Instructions on Revers(] Side)
Estate of
/lb.n.t~ a {. Wh il ~el.
BENEFICIARIES AND ADDRESSES
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
RELA TIONSHIP
NUM L. 1W4<l
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LewiAbeM. 'fenna. I
iYone
!1M
6/IQ/22
!1M
1/6/26
None
None
!1M
iYA
$1 00. ex;
The above beneficiaries were living at the time of the decedent's death except for the following:
NAME
DATE OF DEATH
AU. li.v.'
If additional .pace i. necessary. u.e 811" . "" .heets.
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REV.518 FO (";.80l
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COMMONWEALTH of PENNSVbVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Mr. Niles L. Gross
R. D. 1
Lewisberry, PA 17339
RE:
Estate af
County of
File Na.
M~~th~ R lJhit~~'
-CL'llW"'rJ N,<l
21_B1_03~6
Dear Mr. Gross:
Yau are hereby notilied that the n,..i gin"'
appraisement in the estate af M",..t-h" I< WhiT,,,",,,
has been liled in the office af the Register of Wills of r."mh,,"" on<l
County on .1on"ory ?7 ,19.B2.' Said appraisement rellects the following yaluatians:
Real Estate $?1 I',un nn
.
Personal Property 11',.71',1. 10
Jointly Owned 9,uP.7 11
Transfers VC\HI<
Total $ia-,B91 u'1
As to such tax that is paid within three months from date of death, a liye (5%) percent
discaunt is ollowable. As ta any tax that remains unpaid alter nine (9) months (filteen months
when death occurred from December 22, 1965 to June 16, 1971, inc\usiye; and twelve months when
death occurred prior to December 22, 1965) fram date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieyed by this natice may object thereta within sixty days
olter receipt of said notice as proYided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L 373.
Date
.I::lnl1~ry ?7 f 1 QR2
s,,".,cAyi.u~
Titl e Chief Appraiser
NOTE: This is not a bill.
REV-41!l4 EX+ (&0801
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONL Yl
File Number
21-81-0356
Q Original
o Supplemental
o Remainder
Estate Name
M:1r"t-hrl P. \oln; 1-.ze.L
Date of Death
,IIInA 7, 19R1
Social Security Number 1Q?_lO_06(,9
REPORT OF INHERITANCE TAX APPRAISER
I, tho undorsignod duly appolntod Inherltonco Tax Appralsor In and lor tho County 01 Cumberland
Ponnsylvanlo, do respoctfully roport that 1 havo oppralsod tho roal and po..onol proporty os reportod In tho lorogolng
rotum at tho valuos sot forth opposito oach Itom in tho lost column to tho light in 5 dulos "A", "B", "C", and "E"
,
,
Dotod:
.J ~nll~Y'Y ?7 I 1 QR?
I ADJUSTMENTS
INVENTORY VALUE AS APPRAISED CDDE (HARRISaURG USE ONLY) REMAINDER APPRAISEMENT CODE
Re.1 Pr.perty (Schedule A) $ 00+ 92+
Personal Property (Schedule B) 10+
J.lnt.Held Property (Schedule E) 2lH
Tronlf"l (Schedule C) 30+
TOT AL GROSS ASSETS
Leu Debtl and Deductlonl 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Lilo Estoto ill! FACTOR PRtNCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
~
COMPUTATION OF TAX
$
$
S
S
6%
Tax on $
15%
Tax on $
Tax on $
s
Tax on $
Exemptions
Total Estate
TOTAl. TAX
INTEREST FROM
BALANCE
TO
s
S
$
Leu Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
+ S
INTEREST
S
T AX CREDIT
=
$
S
=
+
BALANCE
TO
s
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APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
DATE~i I;, 1981
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for Calsent to the transfer of the following securities of a Pennsylvanio
Corporation or a National Banking Association locoted in Pennsylyania:
(0) 200 4h~b) 'Penna.. 'PoWell. & ~hi (0. (If 4 1(776/1 6 12 (c) (0fT1TKJn. 5:tvch.
(NOTE: In describing securities enter in (0), ab Ole, either the number of shares of stock or the lace amount of
registered bonds, in (b), the name of the issuing company and in (c) the class of stack or the stated interest rate
and maturity date of registered bands.)
ISSUED ON
2/1/;/71 _, and having a TJ)TAL MARKET VA<LUE OF $ rfiO.OO
(Data) (200 " $16.75 = JJ.50)
as of the date of death of the decedent, ~lnnihn t- iVhifbf'l ' an JI.UIR. 7, 1981
(Nome of Decode,"t) (Date of dooth)
(County)
'Penna.
(State)
who was late of U 1 t i{;hffi. St.. NeJIJ C wr/;enlmui
(Street and Number) (Post OHlco)
Cwn!1enlrmd..
The securities are registered as fallows:
~h;dlw. (. UJIti.i~
(Name or nomos in which certificates ore registered)
~
EXECUTOR )
N.ue.d L. gll.cM4 n. D. I. leJui.Abet1/l{1 'Penna.
(Name) . ,h- (ftddress
NAME OF APPLICANT ~~
COUNTY FILE NUMBER .:<1- 1[(- ,?J.(Q ADDRESS OF APPLICANT
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IH ANY PORTIOH OF THIS APPLICATION, IT WILL HOT BE
CONSIOERED COMPLETE AND WILL BE RETURHED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES ~ II .
DATE_ ~,,--11)98(
I hereby consent to the transfer of the above secvrities now registered in the name of the afo esaid
Decedent and waiye the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the proyisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P,L. 373, as omended. This is also in accordance with the proyisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
obove.named Decedent.
Signed for the Secretary of Reyellue
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RCC~314~731
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of Moy 28, 1956, P.L. 1757, o"d Act of Ju"e IS, 1961,
P.L. 373, as amended)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
aUREAU OF COUNTY COLLECTIONS
Application is hereby filed for the epproval
of on exemption from Pennsylvonia Tronsfer
Inheritance Tax on the transfer of the property
described below:
1. Bu,eau File /I .:{ I - I" 1--"'-' :f:.l'_____
:: :::::: :::::val ~/~;/( 91/-------
4. Name of Decedent fi1a;d/W. C. WW~
5, The Commonwealth's app,aised value of the prope,ty fo, which a" exemption is claimed is $ /C,OO.OO
(Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of
the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift
or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless
such material has been previously filed,
WILL 0;
DEED 0;
TRUST INDENTURE 0;
SURYIVORSHIP 0;
OTHER 0;
(If other, explain)
7. Correct Business Name and Address of Charitable Organization receiving property:
NAME (0fTITltIIlil:;; Uniled fileiluxiJ.At (h.wu:lt
ADDRESS /GtA 6: Btwi.t;e St., /YeJJJ CwrbetWmd, 'Penna.
o See listing on reverse side for additional charitable organizations covered.
8. I ce~jfy that the information contained herein is, to the best 0 y knowledge and belief, true and correct.
Signature of Applicant
Official Title
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r-./- '71
Address of Applicant
This form must be cempleted in trlpllcete and all threo ceplos delivored to the Register of Wills fer the Ceunty in which tho decedent
resided, or in which lottors wore Issued for a nen~residont decodent's estato. If the decedent was a nen_residont ef Pennsylvania and
letten were not Issued by a Pennsylvania Reglstor of Wills, deliver all three copies to the Director, Buroau of Ceunty Calloctiens,
Penna. Depertment ef Revenue, 26 S. 4th Street, Harr! sburg, Po.
Do not write below this line. Far Official Use Only
REFERRED to Bureau Headquarters
Approved 0
For Secretary of Revenue
Denied' 0
(Initials 01 Register 01 Wills)
(Authorized Signature)
(County)
(Title)
(Date 01 Approval)
(Data of Referral)
(Date of Action)
. See reverse side for reasons
MU5T BE FILED IN TRIPLICATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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ESTATE
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COUNTY FILE NO:
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DATE
FILE NO,
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COUNTY
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DATE OF DEATH
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Appraised Value of Estate:
Real Estate
$
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Personal Property
+
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Jointly Held Property/Transfers
+
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Total Gross Estate
$
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Less; Approved Charitable Exemptions
1/ : I /:-1/ / '7
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$ ~' (I :..: ? _ ") I~
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$ ..~~- l' ;1.:; ",1-
Total Approved Deductions
CleBr Value of Estate
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
s
tax due
$
Amount Taxable @ 15% Rate
;" ,1.- ,I ;..;' .) ::i I~
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ta)( due
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TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ / - ?-
.f'. ~' ~7{.)
->
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.. .. .. .. .. .. A five percent discount totaling $
will be granted jf the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
'1")./_ f I
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$ /!~~'11)"/ t-:{
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+
$ :> /-:f
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$
=
$!,~1 :<C' ':."1'/
+
=
+
=
Intmest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$ I ~,.-::;:.
, "':j) {.{
., /,: .~
..-
Assessed by: /
S~ft Information on Rel/etse Side Alil,ntforth
REV, 1582EX (3-82)
B::lREAU OF EXAMINATION
PENNSYLVANIA OEPARTMENT OF REVENUE
P.O. BOX 8327
HARRISBURG, PA 17105
INHERITANCE TAX
RECORD AD~USTMENT
ASSESSMENT
CONTROL ND, 101
06-11-82
DATE
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ESTATE OF Martha E. Whitzel FILE NO, 21-81-0356
Q TE OF DEATH 06-07-81 .__.COUNTY Cumberland
N TE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
WILLS, AGENT,"
Niles S. Gross
R.D. 1
Lewisburg, PA 17339
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l:!T. _A'!-P~Q _'!.HJLL!~E_ __ _ _ _ __ _ _ _ _ _ _ __ _ _ __ __ _ _ _ _ _ _ _.. __ _ _ ____ _ _ _ __ __ ___ __ _ _ _ __.
**INHERITAllCE TAX RECORD AD~USTMENT**
ESTATE OF
Martha E. Whitzel
FILE NO, 21-81-0356
ACN 101
DATE 06-11-82
AdrninistTative Correction
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
1. Real Estate (Schedule AI
2. Stocks and Bonds ISchedule BI
3. Closely Held Stock/Partnership Interest ISchedule Cl
4. Mortgiges and Noles (Schedule 01
5. Cash & Miscellaneous Personal Property (Schedule El
6, Jointly Owned Property (Schedule F)
7. Transfers (Schedule Gl
8, Total Gross Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule HI
10, Debts/Mortgages/Liens (Schedule I)
11, Total Deductions
12. Net V.lue of ESlllte
13, Cha"llIble Bequests ISchedule JI
14. Net Value Subject to Tax
TAX:
15. Amount of line , 4 taxable at 6% rate
16. Amount of line 14 taxable it 15% rate
17. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
#
DISCOUNT 1+1
INTEREST (-)
09-04-81
L
29756
$ 263.52(t)
NO INTEREST IS DUE IF PAID BY 03-07-82
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS"
(1) $ 21,640.00
( 21
( 31
( 41
( 51 16.764.10
(6) ~ Q Lt.A7 ~~
,
( 71
( 81 $ 47 ,891.43
(91 $ 11,254.17
1101
1111 $ 11,254.17
1121 36.637.26
(13) 1.500.00
1141 $ 35.137.26
1151 $ -0-
(16) $ 35,137.26
X,06= $
x" 15=
1171 $
-0-
5.270.58
5 ,270. 58
AMOUNT PAID
$ 5,007.06
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(II Balance Due is less than $1.00 no payment IS reqUIred)
TOT AL TAX CREDIT
BALANCE OF TAX DUE
$ 5.270.58
RETAIN THIS PORTION FOR YOUR RECORDS
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INFORMATION
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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 _mount of unpaid tax. ISEE 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 tlble 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 DlYs
Rate of interest
=
,010
= + .00335
,01335
Balance of tax due
Rate of interest
INTEREST
S2.000.00
x .01335
S 26.70
Balance of tax due $2,000.00
Plus Interest to
Date of Payment 1+) $ 26.70
TOTAL tlX and
interest to Date
of Payment S2,026,70
---------------------------------------------------------------------
1 month ,005 4 months .020 7 months .035 10 months ,050
2 months ,010 5 months .025 8 months .040 II months ,055
3 months ,015 6 months ,030 9 months ,045 12 months ,060
1 dlY ,00017 11 days ,00186 21 days . ,00352
2 days ,00034 12 days .00203 22 dlYs ,00369
3 days ,00051 13 days .00220 23 days ,00386
4 dlYS .00068 14 days .00237 24 days ,00403
5 dlYS ,00085 15 days .00250 25 days ,00420
6 dlYs ,00101 16 days .00267 26 days .00437
7 days ,00118 17 days ,00284 27 days ,00454
8 days ,00135 1 8 days .00301 28 days .00471
9 days .00152 1 9 days ,00318 29 days .0048B
1 0 days .00169 20 days .00335 30 days .00500
---------------------------------------------------------------------
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT"
I
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 INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS.
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