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HomeMy WebLinkAbout81-00374 .:e H ~ ~ ; CIl >< ~ Eo< [iI ~ P< Z . 0 >< tel CIl fj t!) i ::> H g p:; 0 . i:Q . ~ r:. ..1 H H ~ H CIl .,.y. r"I H H CIl l:;1 H T' CIl H (,.: ~ .0: H tJ :3: ,... ex) . .... ,... 0 .C\I 61 .... dP 0, IU '" 0 .... z L::i L 0\ " .,'~ !,.,; .::~: ' ~.:. ti 6: [r: ~~, l:., , :.,:U CC :~i~1 w~'" ~ '.' R_ (.1....... "'>- ~ a-I Q:v;' -a: 0- Ow <.:It:> 'QJ UJ~ - ~I: '" w=> IX' ...J<.:I U S 1- 1t _ .~. -. . - .il 1 ~ ~ . . . ( ...... '=' (') 05 ::oil\' nM .... "'('), ~'" 0-'0 :Yo 1=! {(i:n CXl, ...~o ~O '-"1M 7- ::"19 :n r-o .... .'.'::J ),'0 :)0 ':\-q a::-.: :1\ ~. a :;:, ~~r .-" ',:-\"J - " ..;C1 ~.:} ".1 ,'::"., -0 .-,....,.'.... ?-< ~ H :t: . ~ III 1ll'<1 ~.; ~ mill' ~ .. it \. J:l lJ . Ii 0 E II: 0 ~ o C ~ H ~ Z!l ~ ~ .... ~ - > ~ II: C\l .... H C\l . ,.. - d r>'l (f.l ~ ." , . OATH OF PERSONAL REPRES~;NTATIVE COMMONWEALTH OF PENNSYLYANIA os: COUNTY OF CUMBERLAND Before me, the Rcgistcr far the Probatc of Wills and granting of Lctters of Administration in and for the County of Cumberland, pcrsonally came M\RII'\M c. WE'. I M~ I't E: y.. E.C.u...T Rl''L R.I LE.'!' deceased who, being duly SW 0 l!...v ,do~ depose and say that as of the last Will and Testament of--R l.lS $ E.. LL W . SVt~ 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, " ::vJ June 18 A.D., 19~ #/ 'h" and subscribed before me. a . tVe~ ~.i > ,e, ~.-" ~ '_I ': s~' . ;:r .,' () ,',';' .;.+ ...::.:.;;; , c..: c:c "1, ~..::- .:.: ~ ~- ~ ~:~ \...r.Ji.:.! ~ o~ cr-- O':l/, , "'" 0("5 ~>.: UILI ~a::: ~ L.J=:l co -,U . U 'tl ., 'tl ... o " ~ 'g <<I . U: "": M; .: N: 10: CO, *1 ~ <<I il< ...i, cq Ol t'"'4r : 01' ~l ~I <1\ oqo: "" 1"-, ...." <'1: , , I ~: co: I ~: <'I, ""i COl I: 0 ,...l z ('\Ii .s '" 0 tl Z r:il u.. o -I -I - $ hi :., .", ,<<I :~ :., l~ :><; ~i H' 1>:1 " ~i H' H: M' Ul: Ul: iiJ: 10, co: *\ ~ 8 jJ:l - - .~ ::: .: .~ 11 - .~ r:<. DECREE Be it remembered that on the 19th .day of June ,A.D,,19~, there was probated and recorded the last Will and Testament of Russell w. Riley late of Carlis le ,Cumberland County, Pennsylvania, N iriam C. weimer Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid. 1357 ~ /J~ 'a ~. .~ '7 Register COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND '[ J 51: _.._.._...._HllUMLC.,. J,E.lHEJ~ b.ing duly Rwnrn ,___ according to law, deposos and says that" h. I" I'he ~",c-u~-:l.-x---_._----- of the Estate of Russell I" Riley lat. of -1;.h.<L.llJ1X.ough,. 0.1'. .CarltsJe.._..________, Cumborland County, Pa" dec....d and that the within is an inv.nfory mad. by _.._-.Jo11.riamS.. Weimer , the said Executrix of fhe .ntir. .state of .oid d.c.d.nt, consisting of all the p.rsonal prop.rty and r.al oslat., .xc.pt r.al .state outside Ih. Commonwealth of P.nnsylvania, and Ih.t Ihe figures opposite each it.m of the Inv.ntory r.present it's f.ir value a. of the date of d.c.dent's death, Yi:--L'-'--~C<-t.'- L I );1' P. _~~ d. d.~,,-J WIlLIAM L. EARP, Notary Pu~;c Carlisle, Cumberland Co., PA My Commir.slon Expires Aug. 13. 198ai L. , 19 81 JJr r, '/"?""-- (I 2r;: 'J-n ",?/ Executor "X~j{lk~ Miriam C, Weimer 351 Belve~e Street Sworn to and subscribed before me, Carlisle, PA 17013 Address Oat. of Death 3ls t Day May Month 1981 .., c-;j:;; 5~~ r:u I INSTRUCTIONS I;", I. An inv.ntory musl be filed within three months after appointm.nt of personal r.pre..ntative,~ ::; 2. A supplement inventory must be filed within thirty days of discovery of additionala...ts, c-;~; ..) ~.'. 3. Additional sh.ets may be attached as to personalty or realty .: 4. See Articl. IY, Fiduciaries Act of 1949. Year cO ::o~ ~ ~n z .,.0 ,,...:0 c:':;j ..e", <: 'jp-, I :? "', ., , .,~ '0 ,.,': '0 '.- u "" Q) .... '" -d z >- 'M 0 ~ .... " Ul ... W ~ ~ "" ... '" k . E-< w ~ o-l '" ~ 0:: Q. H U u " ..: 0 VI ~ 0 w 0:: C '" ;0: >- "" w '" " I- J: Q. "-' Q. c ... ...J U. " ~ . ~ Z U. ...J <( 0 :?: Q. r><~ W 0 <( w I ..c: i: ;0:< > Z "" o-l Z 0 c o-l ~ c ..: ~ 0 VI Z '" 0 0 H "" Ul k 0 o-l Z w <( .... Q. Ul 0 "" o-l ::> O'l c H 0:: - '" :?: -;: 0 ~ .D "" oX ~ E . ..! 0 '" ~ 0 ...J 0 ii: III '. " LAW omcu IRVING H, LEWIS TIIItNION. N. ~. " LAST VlILL 1.HU 'rES'!'fJ,lEN'r of HUSSELL VI. RILEY IN T~ NAJ..ffi OF GOD I AMEN: I, HUSSELL W. RILEY, being of sound mind, memory and understanding, end being mindful of the uncertainty of life, do hereby make, publish and declare this to be my last Will and Testament and hereby revoke all my former Ilills or vodicils by me made. FIRST: it is my wish and ~ do order that my funeral expenses and all my just debts be paid as soon after my death as the same conveniently may be. SECOND: 1 give, devise and bequeath to my be~oved wife, Helen U. Riley, as her absolute property, all of my estate, real, personal and mixed, of whatever nature and wheresoever situate, which 1 may own or have the right to dispose of at the time of my death. THIRD: In the event that my wife predeceases me, I then give, devise and bequeath to my beloved daughter, Miriam C. Weimer, as her absolute property, all my estate, real, personal and mixed, of whatever nature and wherever situate, which I may own or have the rir,ht to dispose of at the time of my death. FOUHTH: in the event that my wife, Helen C. xiley. and my daughter, Miriam u. Weimer, shall both predecease me, then I give, 'devise and bequeath unto my grandchildren, ,4~~4-T ~~/.~C7 I' I the children of Miriem C. Weimer, sm re and share alike, all of my estate, 1'001, personaland mixed, of whatever nature and wherever situate, which I may oVln or have the right to dispose of at the time of my death. FIFTH: 1 hereby nominata, ~onstitute and appoint nelen U. Hiley to be the executrix, without bond, of this, my last will and testament and that said executrix shall have full power to do any and all things necessary for the complete administration of my estate, including the power to sell at public or prigate sale, without order of court, any real or personal property belonging to my estate and to execute good and sufficient deeds of conveyance or transfers therefor. SIXTH: 1n '~he event that my wife, lielen C. Riley, shall predecease me, I then nominate, oonstitute and appoint my daughter, Mir~am C. Weimer, as my executrix, without bond, and that said executrix shall have full power to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale, without order of court, any real or personal property belonging to my estate and to execute e;ood end sufficient deeds of conveyance or transfers therefor. SEVEWfH: 1 request that.in the event that his services are available to the executrix hereunder, Irving H. ~ewis, Esq., be retained as the attorney in the administration of my estate, because of his familiarity with my affairs. ~.,.-:'~ /1"'" .~/7V I ~ /"..' LAW OrY1CU IRVING H. LEWIS TfI[NtOM. N. ~. i I I ""TE OF I ITEM NO. I I I REV."!lO EXt (10-80) COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEoENT SCHEDULE "A" REAL PROPERTY RUSSELL W. RILEY (Instructions on Rovo"o Side) DESCRIPTION ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL YI NONE NONE If additional space is necessary, use BYz" x II" sheets. TOTAL NONE , , ril::V-4:1l I.A" ll!~eo) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (lIIstmctioflS 011 R(,1V(!{Sf,1 Siclt~) Estate of RUSSELL W. RILEY ITEM NO, DESCRIPTION UNIT VALUE 1. Checking Account No, 5-80538, Farmers Trust Company, registered in name of Russell W. Riley; Miriam R. Weimer, Power of Attorney Date-of-death Balance 2, Certificate of Deposit No. 26715, Farmers Trust Company, registered in name of Russell W. Riley; Miriam R. Weimer, Power of Attorney Date-of-death Balance Accrued Interest ESTIMA TED MARKET VALUE $ 1,847.07 23,000.00 40.01 If additionol space is necessary, use 8~"" x 11" sheets, TOTAL $24,887.08 ~, igii"~..:l'~""I'I.. ~1 'l~~ , :'JF~~L~,,;.. \"'~."',;'~'!~"J.t, ""'~.;'~""" . DEPARTMENT VALUATION {OFFICIAL USE ONL YI ~11. j'Jl7 CIS . ref- QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) nn 2, Did decedent, within 1m years of death, transfer properly from himself! herself to himself/herself and another party or parties (including a spollse) in joint ownership? (Answer "Yes" or "No",) lliL- 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 certi ficate, c, Affidavit by the attending 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".) nn 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".) 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 exprossly 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".) ..JlO- b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No",) nn 6. If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, 7, Did decedent in hjs/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".) nn B. 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 above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No",) nn REV.454 EX+ '(3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) * EstBte of RUSSELL W. RILEY ITEM NO, DESCRIPTION TOTAL MARKET VALUE \ T VALUE OF DECEDENT'S INTEREST DEPARTMENT VALUATION /Offleial Use Only) NONE NONE NONE TOTAL THIS PAGE 1 NONE .......'I..{,.,,~ '# 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. Both tangible and intangible property are to be includBd. List real estate first. 1, Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co.owner (sl 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. C ." 1:1 n ;;- m > ~ :>- 0 0 1:1 [fl 1:1 Z C'1 n c: 1:1 oo-J % ::: z t" i"1 i"1 ~ % ;>:l ;;- 0 - 0 t" Z Z i"1 oo-J i"1 oo-J z I=' I=' oo-J -< [fl i"1 - [fl z 0 [fl 0 oo-J ~, ." ';!:l I=' "7l ~ ,~I' ~ , ~ 0 , ":'I ~~ 0 ":'I ~~ . - ~.:~ z n .' '..0 :; ,. .c:; v I "1_ I t" Ll..-J :::: .J:,~ c:: C' ,,'Ll,) 0:.... 2: 1 C) CIl 0(:) '.~ ..;.~ i"1 '-'w c:'::;:; 0 ~c.:.: - \"'u SO -, z '-' ;( -< -< ~ i"1 i"1 ;J> > ;>:l ;>:l REV-<4114 EX+ tHol INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) o Original o Supplemental o Remoinder FiI e Number 21-81-374 Estote Name Hll~~All tv HilAY Date of Death Nay 31, 1981 Social Security Number 136-01-9689 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritonce Tax Appraiser in ond far the County al Cumberland Pennsylvania, do respectfully report Ihat I have appraised the reol and personal property as reported In the foregoing retum at the valuel let forth opposite each Item in the lalt column to the ri ht in 5ch ules IIA", liB", IIC", and liE" Dated: --DQ~"mbilr 'I, ] ge' ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRtSBURG USE ONLY) R,al Properly (Schedule A) $ 00+ 92+ Personal Property (Schedule B) 10+ Jolnt.Held Property (Schedule E) None 2lH Tran,'erll (Schedule C) 30+ TOTAL GROSS ASSETS 24, Leu D.bts and Deductions 40- 93. (SCHEDULE F) CLEAR VALUE OF ESTATE o Lile Estote !!!ll FACTOR PRINCIPLE VALUE CODE o Annuity FOR USE OF REGISTER ONLY TalC on $ ~ COMPUTATION OF TAX $ $ $ $ $ 6% Tax on $ lS% Tax on $ Tax on $ Tax an $ Exemption s Total Estate TOTAl. TAX INTEREST FROM BALANCE TO $ $ - $ Less Credits DATE OF PAYMENT AMOUNT PAID DtSCOUNT INTEREST $ TAX CREDIT S + $ = $ + = BALANCE TO $ ..., Q) Q) ~ ~ ~ s.. ~ ..., Q) CJ) z ~ ~ .... 'n Q) 0 >- '" s.. ~ Q) '0 '0 rJl :0: Q) <l ;:l .:i <Il ...l .... .... .... Q) s.. < Q) l!l Q) -n - III ~ -n H U Z III .... C\J r'l - 0 ::l l ~ - '" u ~ !( 0 0 ~ ::;: ~ ~ !-< 0 rJl 0 Z 0 rJl ~ rJl >- !-< 0 - Z Z ~ ~ !-< ~ Z ...l 0 - 0 ::;: Z ~ ~ ~ ...l Z ::; Z !-< 0 ;:l U ~ Z - ~ rJl ~ 0 0 :l ~ ~ U 0 1>00 GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, othor items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral ond buriol expenses including the cost of a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed ogainst an estate are subject to the approvol of the Register of Wills with whom the Inheritance Tax Refurn is filed. Evidence.to support the decedent's or the estate's liability for the debts being c10imed should be attached to this schedule. A family exemption may be claimed by a spouse of 0 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 is a member 01 the same, household can claim the exemption, In the event there is no such spouse or child, the exemption can ho claimed by a parent or porents who are members of the same household as the decedent. The family exemption is ollowoble 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, lor services performed in administering an estote is reportable far Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA.40.lndividual Income Tax Return. t""' ~ 0 n ~ tT1 ~ :$ - 0 0 0 '" Z C\ n c:: 0 ~ Z s:: Z ~ tT1 tT1 :>:: Z ::0 9 - 9 z Z tT1 ..., tT1 .., z 9 9 .., ><: '" tT1 - '" Z 0 '" 0 .., 0 ." 'T1 ~ ;...., . . - 0 <:L Z \c -, . " I :-1':,.. ,j ~., ; " - :.:ll'" =::'" '. . .:~. .:~ " 2- '~ 'u.:: c"" . .N: ..... ,,- '" ~ C'''::5 fO ~u <., ><: <: t'1 tT1 ~ ~ ::0 INSTRUCTIONS FOR COMPLETING SCHEDULE "F" ), If the family exemption is being claimed, indicafe 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 fo each item listed, 3. Enter the date an which each debt was incurred and/or paid, 4, Enter the names of each payee, 5. Provide a brief explanation in the remarks column far eoch 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, IF ADDITIONAL SPACE IS NECESSARY USE BY," x 11" SHEETS, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICtAL NOTICE OF INHERITANCE TAX ASSESSMENT ~. ~ " ./- DATE / J /./ " (,1;;:'/ , 'I' COUNTY FILE NO: ~'. / . I I' ESTATE /1 . I /.. (" <J .; , Ir$L~/ ~, ;,j. , " TO: _, '/ 'i,:.,,~ "~.:. i . , // )/ " 7 .. / :f"C. FILE NO. , I. ;. / F "'ii, _,/ J '/ ,.." f . -_..' !. ~ :'.'~ /- COUNTY / I .1',.... :>/","< '. , A. ~ , . '1 ," I. ',- -q:~~:,., / 'j. I / ' DATE OF DEATH ,/, ", ". ,/ ....,'{ /'//"1 , / Appraised Value of Estate: Real Estate $ ,--.------ Personal Property + ,/ ,'.f.) /, Jointly Held PropertylTransfers + $ ./ , "of/ ;' :/ Total Gross Estate Total Approved Deductions .../ ,:l :"', 1-; I Clear Value of Estate $ .~"i /.': /I.~/ 'I I / . Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax S /,/ ,.'/1, / :J.../- Amount Taxable @ 15% Rate $ ,; I /1 $ , ",,) ..-) /) /f ...;". tax due ! I / . , "/ - " tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ / .) ') 7 ;1 " . / Amount Taxable @ 6% Rate .. .. .. .. .. * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDtT /' _ 'J ~ u " -,: / $ , , It! + $ ',,'; $ = $ , = = 'I ,~, I , + + Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERtTANCE TAX DUE $ 'I, .I,. _"'. , Assessed by: '";' / lit. /.' s.. Info,mllion on R.,.," Sid. Ag.nlfonh Commo 11th J /" .c:" /"- . f L/',,{':;.(./. .../ I \ ,'/ .'