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HomeMy WebLinkAbout81-00381 Ul >< ~ ~ 0 E-t ~ .x: ~ ~ H ~ :;: ~ Eo< .x: ~ Ul >< 0 Ul 0 '" ~ ~ "ol ::> ~ ~ (J' . P< p:; '. ' " ~ ~, ~ ~ . .x: t) ~ Ul H II: :I: ~ ~. ~ ,.. Z 0 CO, g E-t t) Ul I ,.. - C\I 0 ~ dI' ... . J9 \D 0 Z 1ft L&J (.' , ~O. ,,Ii I "P;;)4 PETITION FOR LETTERS OF ADMINISTRATION IN TilE ESTA'I'E OF ",J.9~!l!:,\!"~,,,,,Q.~,QP?Rf\,,,,}R,.,,,,,,,,,,,,,,,,,,,,, IlECI~AS~;Il, 'ro .."."................."..~H,I;'y...~ ..,,',I;..9,W~R. ,,,,. ."",.. ....."., "...... ".... ......... ......" ....... ......... Registel' of Wills fOl' the Couut,\' of CUI1lIll'l'iand. in Ihe ('ol1llllOnweallh of P<,nlls,l'iI'allill. The Petition of .. .Jim.~n!LQ"",~!),~,\\~!'!i!""",,, '''''' ".,,,,, '" '" ",",' """'" ."", """"." """" ."" ". ".",,, """""""",,'" """,,,,,.,,,,,,,,, "" 3'5'5 "No'rcli" 29'cli" S t'f'i!lf€;full)' showel h I ha I Jlm!;mILC. ,,, J;il.b.u~dil,." ,J.~,.,,"'''''''''''''''''''''''' WIlS n residellt of ""~~~?"~j,~,I,1.""",,""''''''''''''''''''',,.;~~~~'' ,Cul1lhel'ialld Count)., State of Pennsyl. vania, and a Citizen of United States, and depa"ted lhis life inlestate in the County of ".~!!~!l,"',~~!!)),9..., ",." """."" "'''' "",...",....,. an d Sta te 0 I' .' .P.\':nn,sy,l ~ 1,I);\j,<\",......",.".,........".."",.""., "".,,,,,,,.,,,,,,,,.. ",,,,..,,,,,,,,,. "'"'''' on ""~::.~~,~x.,,""""""""'" the "",,,,,~,5.t.~,,,,,,""""'"'''' da\' of ""'"~~~''''''''''''''''''''''''''''''''''''' A, D" 19".~,~"" at the age of ,";~L""" )'ea"s, Thllt the said """J,o,seph"C.",G,abu;\l.!,a,,,,Jx,,,,,,,,,,,,,,,,,,,,,,,,,, deceased, left sUl'viving the following named"'WidoW"llr;nrntJn'ntl;-~amj next to kin, to wit: Name Relationship Residence '"'''' J 9.1?,~P'))".Q,'" .1;,(1.1;>,\\ ~!,!.(I..,."."".."."" Theresa M. Gabuzda """.)[.(I,~h~I,.,..""......,,,,,.,, Mother """,}~,~,,,~,,,,,??~)),,,~~~~,"',h,,f,'f.l!1p...ffill. PA. 355 N. 29th Street, Camp Hill, PA. ...........................................................,.... ..................................................,............. Mrs. Mary T. Ulmer ................................................................ Mark T. Gabuzda Sister "",' 'Il~~ i: h e.j,..""'......'..""'. 825 Gobin Street, Carlisle, PA. ........j'5'5' "N': "'Z9th'''Si:re'et;'''C-'':';;;p''Hm, PA. ................................................................ ................................................................ ................................................................ ............................................ ................................................................ .........,,,.................................................... ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ..............................,................................. ................................................................ That those above named include all of the next of kin, so far as known, The said decedent was possessed of personal propert)' to the estimate!1 value of $2."000..,00""""""..,,, and of Real ]':state, less incumhl'l\nce, to the estimated value of $....~.?~!:..."'"..""..,,,.. as near as call be ascertained, Thllt the said Real ]~sta(e in so fal' as is known is located in Not Applicable .,.............................................................. ........................................................................................................................................................................................ Therefore, your petitioner(s) I'espeetfully appl,I'(ies) for Lettel:s of Administration in the above named estate. Dated """,.."J.!!t:t,~,,?,',,"""""'" """,," A. I)., U&1..." Signature and Address Dcy,M of PetitiOl1lll'(:-:} ,1/ (1 J It":/V .,",.,..,..~~~~a~~z~\-.~",.." 1_ 0 RtWfj f'.c/ ItlriJ ........................................................................................ ..................,..................................................................... ......................................................................................" /(-;J,,6.1'- .:2..,. COMMONWEALTH OF PI<:i'o:NSYLVANIA\ COUNTY OF CUMBI<;RLAi"D \ ss: ,..... ",.....,...,..,....."..,..,..,',.."..,.,.".,."..,.. :J.~~,E,~.II" ~,~,. 9~~ VZPi\ ."...."..,....,.,...".,..,............,.,"',...,.,',.,.".,."..., named in the above application heing dul)' .."...""",S.~~I~""""..,........"" accol'ding to law, sa)' that the facts set forth in the ahove application a,'e tl'l'" to the heHt of .J),i.".",.., knowledge and belief. 'b~eYf"o'?rr'e!!'" mt''.'e~'' "..,,,,,,", ,,'" ""..'" """"".. and Hubscribed 1 ." .",..", "..".. ...." .,' ...",.." .... " ..."."..... "...... ,..."..,..,.."..,'" . ;ii""",(~:"';l.V\1~tl.,..@.,.,,!\Sl.("-)\I,"!.-~I~'"""" ...?')'......:!.!!!!~.".:"."..~...,.."::J 19...,~~,. ."...,..".....,...,..."..,.........."........,",...........,...."..,..,.....,,,.,, ,.../Jf/U;...e..'..7L'~,!..".."'...,~~~.;~'~~~.,.. ,.,.,..".".".,.,....,.,....".,..,.,..,..,...,...,..,................,..,,,......,," June 24. 1981 Filed: ' ........................................"........".......,............. Altol'ne)': "s.:t.'?,rl~.!.".~.llJ!",r."'~,rl~'''~,t;:.~:1.!l,r.:t.,, OATH OF PERSONAL REPRESENT A TIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 HS: JOSEPH C. GABUZDA ",,,,,,,,,..,,, "..,....."" ".."""".. """, """..." ""..".."".. ",,,,,,,, ,.." "..""..,,, """"....".. "".""",,,,,, """" ",......", petitioner (s) being duly """".~~9~~,,,,,,,"",..,,'''''''''''''''''''''' aecording to law do ~!i..."." depose and say that as the administra !?r."",,,,,,, of the estate of ".""..;r.mj~l?,l,1".9.,.j;i!.~,\l;H!i!.,."J.,.,,,"',,..,,""'''''''''''''..,,,,,..,,.,,..,,,,,,,,..,,,,.., "...................................................................................................................................................................................... deeeased "","~.7"..,,,,,,,.,, 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, Sworn to ' "",..""."",.."""......,..".,",..,.."..."..," and subscribed before me, ;:jt~'''''..?~...''''~..:''...2 ~~': 19..,,6,1.. 1ll17.f.2..../....;J........ K.'"...~t1@;;~!y:I,.V\"'~.,."J;Q~,!..w.~~,.....'"...'" ............................................................................................ DECREE , ~ A '" June Be It remembered that on the ,,,,,,,,,,,..,,,1;1.1....,,.,,,, day of ".."""..,,,,,..,..,,,....,'".,,,,..,,......, A. D" 19,81."" Letters of Administration in the estate of """"....,,,.J.Q~"l?h,,C,..,,Gab)JZ.da.,,J,J:.,,..""...,,..,,.......""'''''''..,,"'" ...." ,..",,,...,,, ".."., ",,, "......"..,,,....,..,,...,,..,,..,,..,, ".." " late of ..",9.i!TI'J?. .1.U, )..+".llQ ..Q.\l,gh,. ",.", .",... ""." "".""" ..""".. Cumberland County, Pennsylvania, deceased, were granted to ..J'?~,~p.h...<;:.,,,'g,~,~,\!~~,~,,,,..,,..,,""",,..,,..,,. ........................................................................................................................................................................................ Witness my hand and official seal the day and y~~~"~~~.~~~h.<1#,,,e,,:. !?fl~,,, (" f' /: Register J ,il{;I 3/ No..?.1.~~J............:~' '1. Renunciation and Request ---------------- In the Matter of the Estate of ,,,,,,,,.,,,.,,,J.'?".~A).~,,,~,~,,g.~,~,l1:!,.~i),,.,,~,E.,,,,,,,.,,,,,,,""""''''''''''''''''''...m..".".,,,.,,,,,,,.,,.,,.. To ....."..,,,.,,'''''''''..,,,.,,'''',,..,..,,~!:.r.},''''~.:,,'~,~~,~.".,,.,,'''''',,..""....""..",..,"""....,,,....,,. Esq., Register for the Probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania. ,"""~,,.., the undersigned, being the ."""".""'''~,~.tl.l.~:':'",~~'''~~,~~,~.~~~,!.J':.~:,~~,,E:,,,~,?~~,~~,?!,,,.!:':'.:..,"""..,.... ....... ........... ................................. -......~... -.... .... ..... '..................... '" .... .... .............. ........ ............ '.. . -.......... ...... .............................. .................................................................................................................................................................................................. ...... ..........................................................-............................................................................................................................... .................................................................................................................................................................................................. do hereby renounce "..."",,,Wy,,,,,,,,,'"..,,,,,......................,..,.. right to have Letters ...."9,f...!\gWJ.nJ.9.JJ:i!,U.9.!1...,,.......... ..........."..,...........,..,,,..,...,,..,,,,...,,,,,,......,,,..,....,, on said Estate issued to ,,,.....:r.I.\~.r,~~.'!:..~,....Q!!!?~,~.~!!,,..,....,........,..... ..,.....'.....m............."..,...",..,....,,,'",,,,.......,..,..,......,....,.......,...... " ",....,.....,,,,..........'''''. and do hereby request you to grant the same to ...'"........."...."...,...."....,.."...."...".""..,-!.'??,~P,~.. ,C"", ,Q!!!?,l1,~,~~.. ,"..,,, "........,..,............."....."""""".......",....... Witness..,,, "1llY...""hand,, '.. ,,,,,,,,.. ,and seal.. "..." "... ..this, ''''''''".. ",", ,6,/l., (J:Y.,~"..,,,..,,''',,.,,.......,'',,.., "....,... day of ...""..",......-!.l1,~.~"....."..",.."".."".."....,A. D. 19.~L ::z::C~::,f....m.... if/A, '~A,{;..u_~. / ~~&\......m,:."..,..".....,,"'..:~.... (L. S,) ................................................................................. '.." "m.. '....,... .."..........,........"....,............. (L. S.) ............................................................................... ",.."..,"",.,',..,...,....".....,.."...""........,...,..(L,S.) ................................................................................ ",.."...........,;..,.."..,....".........."............,...(L.S.) ................................................................................ ... ....m....,.."..' ''''"....,...".......................... (L. S.) ................................................................................ ",.......,..,..,',..,'".."..,..,.............................(L,S.) ................................................................................ .........,..,',...,..,.,......,....,..,........,.........,....,,(L.S.l REV.1500,EX + (g.all BUREAU OF EXAMINATION PENNSYLVANIA OEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG, PA 17105 INHERITANCE TAX RETURN RESIDENT DECEDENT / I -eX C,p -~/ File Number 21_R1_1R1 Oecedenl's Name I Lasl, First, and Middle Iniliell GABUZDA, JR., JOSEI'll C. DECEASED ' Soclel Securlly Number Dale of Oealh 164-54-8918 5/15/81 CHECK APPRO. PRIATE BLOCKS Decedent's Address 355 North 29th Street Camp lIill, Pennn. 17011 1. Original Return W 2, Supplemental Ralurn 0 3, Remaindar Raturn 0 4, Life ESler. 0 5. Fadaral Esleta Tax 0 Relurn Required, 6. Decedent died lestale D 7, Decedent meinlained a living 0 8. Number of safa daposit D (Attach copy of Willi trusllAttach copy ef Irust! boxes invantoried All correspondance and confidential tax infermation should be diraclad 10: CORRE. SPONOENT Nama 'l RECAPIT. ULATION AND TAX CALCU- LATION 3( Recapitulation 1. 2, 3, 4, 5, 6, 7, B, 9, Real EslalalSchedule A) Slocksand Bonds (Schedule B) Closely Held Slock/Partnership Inleresl (Schedule CI Mortgages and Noles (Schedule 0) Cash & Miscellaneous Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Gross Asselsltotal lines 1.7) Funeral Expenses Administrative Cosls/Miscellaneous Expenses (Scheduie H) Oebls/Mortgages/Liens (Schedule n Tolal Deductions (Iolallines 9 & 10) Net Value of Eslale lline 8 minus line 11) Charitabla Bequests (Schedula J) Nel Value subiacl te tax l1ine12 minus line 13) Cily State I ')(\ 70 . Zi 10, 11. 12, 13, 14. (7~G->Q+J ,,~1,k-' , LIIL( SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ( 1) I 2) $ ( 3) I 4) ( 5) $ ( 6) $ ( 7) 498.35 3.419.24 2.265.86 18) $ 6.183.45 (9) S <;,2?4 no (101 (11) <;,224.00 (12) 'l<;'l.4<; (13) (14) 'l<;Q 4<; x.06= ,7, I)CJ ,,15= 1171 Computation of Tax 15, Amounl of line 141axable at 6% rate (15) (jndude values from Schedule K) 16, Amount ofline 141a,able at 15% rale (161 (include values from Schedule K) 17, Principal lax due (add la' from line 15 plus tax from line 16) 18, Tolal Prior paymanlS: (al Amounl Paid (b) Plus Oiscounl (c) Minus Inleresl (18) 19, Balence Ouellina 17 minus line 181 Make Check Payable 10: Register of Wills, Agenl .. . PLEASE RECHECK MATH... 119) ~ S~)- ~/. AODRESS '") "I' " f '; -",/ I;., /,1, I( ( 1 I (~ {IUil '1 h/~L , DATE Under panalties of perjury, I declare that I have e..mined this return, including accompanying schedules and slataments, and 10 tha best of my knowladga and belief, it iSlrua, correcl, and complale, Oeclaralion of preparer other than the personal represenlaliva is batad on all information of which preparar has any knowle ge, -, 'J' I' f Ct. 1./1'lj". .) I \.,.. (jll! 1\'t'Jo. If j""-I;> ADDRESS' (.J (\ ('/" 'I . lllr;/'i51.-. DATE 'IllY.IS02EX+ (9.all COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOSEPH C. GAJlUZDA. JR. SCHEDULE "A:' REAL ESTATE FILE NUMBER 21-81-381 (All property lolntly-own.d wIth Right at Survlvor.hlp mu.t be dl.cIOtod on Schouu18 "F") ITEM VALUE AT DATE NUMBER DESCRIPTION ASSESSED VALUE OF DEATH 1. NONE . TOTAL (Also enter on line 1, Recapitulationl $ (It more .pac' I. needed In.ert .ddltlonel .he.t. at sem. .Ize) QY,I509 IX'; Cf..IJ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "F" JOINTLY OWNED PROPERTY ESTATE OF JOSEPH C. GABUZDA, JR. 21-81-381 FILE NUMBER (Thl.lC:hedule mu.t be compllted If the decedent, It the tlm. of hi. or h.r d.ath. own.d IIny prop.rty a. I JoInt tenant with the right of.urvlvorshlp,l Joint tenant(s): A. NAME Theresa Gabuzda RELATIONSHIP TO DECEDENT Mother ADDRESS 355 North 29th Street Camp Hill, Penna. 17011 B. Joseph C. Gabuzda 355 North 29th Street Camp Hill, Penna. 17011 Father C. Mark Gabuzda 355 North 29th Street Camp Hi11,'Penna. 17011 Brother Jointly owned property: ENTER ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF NUMBER JOINTTENANT OF ASSET % INTEREST DECEDENT'S INTEREST 1. A. First Federal Savings ani Loan Association of Harrisburg account in names of Joseph C. Gabuzda or Theresa M. Gabuzda, his mother, account opened 8/5177 3,470.22 50% 1,735.11 2. A. United States Series E Bonds in joint names of decedent and Theresa Gabuzda 676.91 50% 338.45 3. B. United States Series E Bonds in jOint names of Joseph C. Gabuzda, Jr. and his father, Joseph C. Gabuzda, Sr. 14.82 50% 7.41 4. C. United States Series E Bonds in joint names of decedent and Mark Gabuzda 369.79 50% 184.89 TOTAL (Also enter on line Ii. Recapitulation) $ 2,265.86 (If mON 'PIC, I. nMded Inllrt Iddltlonll .heet. of 11m. III.) ltEV.1511 1)(+'(9.81) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOSEPH C. GABUZDA, JR. SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCEllANEOUS EXPENSES FILE NUMBER 21-81-381 ITEM NUMBER DESCRIPTION AMOUNT 1. A. Funeral Expenses: Myers-Hall Funeral Home, Inc. - Funeral $3,214.00 B, Administrative Costs: 1. Personal Representative Commissions 2. Attorney Fees C. Miscellaneous Expenses: 1. Joseph and Theresa Gabuzda, family exemption 2,000.00 2. Register of Wills - Probate and Letters 18.00 3. Register of Wills - Filing Inheritance Tax Return 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 5,224.00 (If more space Is needed Insert additional sh.en of lime size) ~'. , " " r.:," N ., I.,oJ/, , C.lI -" O:V) a .. ',." OG "'<: :':1";, f:j", ,~ U", "',.-,., ,...... ",<I:: ~ L.Jfj . ..1 (..) EJ..$~T.:...~;;r'r:1 :.,:' : _ ...., .,.u .,. II~l ~ ~:~,,"';'~""~~\~ij~~~~~~~~~~l !!. :', :-.\ ''li\>~i1~ffl.\?-!]~~~tlGa'U~l I I \ 7. ' I, ~ ).11'. Joseph, G"buzda Jr. c~~~~~.- ! 355 N. 29th Street, Of lktELAND '" ~ ' . , Camp Hill, Penna. ' , [ ~rn.) r \ DoLTI~.T_ .. t \ : i " " FIlElL6!l.~~/ . . ....&:1.i."'...,~'l.1..;ll"l:t.:.. 1.,._.........._....oD...... ", '.H.......__....._ ' p; -~~'t.!I~. .."..... '..........."'.... "..... ........................-.... L;1 SERf ES E :;;:;.~~=.:.:~..,...... lit;,,}' It::;.~_~ 0 2 155 973 557 E ~~~~......___.....--:-'.__ ._....~......~.. ..................1" r~1J. 1 -~ 1 ..llUI .. l! ~ ~~~~.~'l'" ~1I1",,'L"Gl'~(~~f.!!D~' __ n ~ _ _ __ _ _ n _ _ _. _ _ _._ . . -..- --- - -..- !- ~~D..:~R~~~"'>:t~~r"""~~~lii::~;BJI-'1 It~~>>f) ~ wo. ;:~'''''' .iiji~.~~~~ii.i.~.~:I!;~~ii;;j"i!i~~:.~~~<<im~-...: ~ ~ I . 'F' A' ",. 0"'(;''''[ ..UUH"Y Hr..tn! Will.. "'" ~ il! ",,;" .~1\'...1.Xi.~1'\:-I.,..'"'I~' 1.)(t)II,I~,~\R~. ISSUE DATE 1.'1 it i.' JiJ Ji':d t"'-r.r/~,~:q .~~'^ 'I';'"~ -' .'" .\__'l~~~~qM~lfI "":~~";;'~"';.~';7 i~'1 II. .J -llIrJ;;~',..~:~u(Y,(.i'... , -"'"j ') l .; '/ II! ~l I . r n-Q . ! I. f'" 'II L ,J [, \' (n 11 .'P 1 T T SHlir;r,H .:. I ' ' . I' I: r ' Io4A:llr,ti.,,,2.1..,I,9F I' r.ll ' ' : I Iillf ~ ' .'.1,: ~niJ ,JI,S[t-" (' t.AHII711A sri "" '~"~''l'1'I'\Ju/ ,I !~t'~ '~~I ~'1~'; "~~'I 'lI)" 1(",':iA~''1b "() t,'~ijI7?31\'i 3104.1,5.C.../ I ~I .' ..'......'..'''....''.....'''.,*.......''....'........_ li!!j ~}~"""'.s'~nl FS F ;~, ;:;:;:~::~~~~::;"';::.':..":::";(~';;fl.:/;~~~Q G lG4 172 385 E J~'I ~. I ,t , ~ ''" "....."",,..... :-~ '.'0' ,...'.......... ....,.,................01..........'.................&...................................................1&.......'..'.,....."',.............,"1'-. ~w~~~ ~;~... . . I ,\ .--"',~...""1.<I"::"~'..""""';r;r.I""--..'-"""."".....'''"'._."'""".."-'''....."-_..-~- _~''''''-:Jl Cll ~";' ' ~.4. """" ..:.. , . . .....: ~,t .... ., . "J ~ '" I " ,.. '1_". :.f :., f v, ~ ~ t " ;.. " < ',' ,:w: !'::':::::J:':->, -~ , . t.~.:>!. . .... ~.~.. _<j(~"':I .""".....,..,,,.........-_..,',,...,,.......................,..~-"""-~'~- .' __ .~~... ".~"!'- ~----~ ......._........-- ~.,...._...M.____.._....,,.,'--__ :. , Ji, 11I.m:l!~~MJ)~!\R.Jcm~i~1 ,., IId~...l\JRn'l'''tR[O'''llL',.' ~~\I'l~.f~I'QIr4y~ .JI Jo'T 1A8-07 -?2J9 ')C'lIElph Gabuzda. Jr. 355 North 29th St. Camp IIi 11, Pe.. 17011 ......A.f_.._..... '.amI; ISSUE'OATE \fl'lllCI4IS fM,rl'"0_1 O!. . .'>: ' DEC. 190u " . i -lwm"~::;:::~:(wh"lw" . i , " ,"",,'\f~111'V ~~"l .. , ' , r~_...,...1 DE & -Jl.JSIerJ } , ' , ' , , 8ffll; ~1~;i4, M::' , fred.lli! (Ilfi:~ ,,' . f~.' , . ~,. 01"'", " .,-'1-', ., ...... SERIES EE II ",,~'.~'~':,'..".G"~<~~\:.:. _ Lll 023 698 E~" \ .'~ '~~i~tr.o.UM:a:..."";..:a;aa.~"...~'-'~,*~trY...eiIIf!of'~~ol"U~'-'~.u\.!!It~",~-' _!&. JI ."Ii . ! CCNB CCNB BANK N.A. MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070 BANK (717) 774- 7000 DIRECT March 12, 1982 stone. Sajer and stewart Attorneys at Law 414 Bridge street Post Office Box E New CUmberland. PA 17070 Re: Estate of Joseph C. Gabuzda, Jr. Date of Death: May 15, 1981 Attention: Charles H. stone, Attorney Dear Attorney Stone: In reply to your letter of March 9, 1982, we have located one checking account numbered 006-001970-0 held in the name of Joseph C. Gabuzda, Jr. The decedent's account had a balance of $1,523.18 and had accrued interest in the amount of $3.56, If we can be of any further assistance, please feel free to contact us. Very trul;y Yours] , r..>j,,, --,j \ J~S A. Boyle. 'nager '" _ ~9okkeeping Department JAB/cj STATE CAPITAL SAVINCiS ASSOCIATION m DATE: March 17, 1982 DECEDENT: Joseph C. Gabuzda D.O.D.- 5-15-81 Charles H. stone Attorney a t Law P.O. Box E New Cumberland, Pa. 17070 ~-~-13152 BALANCE AS OF DATE OF DEATH $ 1.259.99 ACCRUED INTEREST 30.85 DATE OF DEATH VALUE $--i:290.84 DATE ESTABLISHED -11-77 MATURITY DATE 6-11-82 ACCOUNT TITLE Joseph C. Gabuzda *---- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE *- --- BALANCE AS 01' DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MA'l'URITY DATE ACCOUNT TITLE # - - BALANCE AS OF DATE OF DEATH $ -- ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE THE PENALTY ON PREMATURE WITBDRAWALS 01' TERM INVES'l'MER'l'S IS WAIVED PRIOR TO THE INVES'l'MEN'l'S RENEWAL DATE. TO ACT UPON ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE"OF CURRENT DATE, A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS. CONTACT US FOR ANY Ft1RTHER INFORMATION. i ,-' . -' BY: / /,' ", " , , , i " ' (I lOR-1M NORTH SFCONn sml=n PO llOx 1001, HMmISnUIIG, rcr~r~sT1Vl,NIA 1/1fJ!1(717) 238-8252 Fs"Lrc ....~-j;.;;---... ..._-".. "" 0 " " " f;' e t"\ I (.> LI.lI I ::.~ .", eJ;' " O'lfl , O~ " ~ l'l! UhJ ~.~::~ ~'" N ~ ~,' INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 172 P,S, section 2485), If the tax is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. 2 Months = 20 Oays = Rate of interest = .010 + ,00335 .01335 Balance of tax due Rate of interest INTEREST $2,000.00 x ,01335 $ 26.70 8alance of tax due $2,000.00 Plus Interest to Date of Payment 1+) $ 26.70 TOTAL tax and interest to Date of Payment $2,026.70 Interest from 3-03-80 to 5-23-80 Results in: --------------------------------------------------------------------- 1 month .005 4 months .020 7 months ,035 , 0 months .050 2 months .010 5 months .025 8 months ,040 " months ,055 3 months .015 6 months .030 9 months .045 '2 months .060 1 day .00017 11 days .00186 21 days ,00352 2 days .00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days .00386 4 days ,00068 14 days .00237 24 days ,00403 5 days .00085 15 days .00250 25 days ,00420 6 days .00101 16 days .00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days .00454 8 days ,00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days ,00488 10 days .00169 20 days .00335 30 days ,00500 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -. - - - - - - - - - Any party in interest, including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Est.le Tax Act of 1961 172 P.S, sec. 2485 - 10011. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" OETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNT\' SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS, I ~ ~ e )l '"' " , " ,.' 4/= ";-,.- ,- II S .. --= -- ....._JJ ------- ---- --...----.------.------ -~._._-_..- ,__n. ____ _..,_ ___ __ _ REV.1162 EX COMMONWEALTH OF PENNSYLVANIA NOlo 49601 DEPARTMENT OF REVENUE . O'J!FICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX m G ~ AMOUNT Assessment Control No. ~ RECEIVED FROM: Jo..ph {.:-'-<i1!.b,.Y-'l!i.~_"______,.__.",,.::l O/tL-S,tone,_Sajer,&S tewart, ,Att --".:!.L',rJ,l,g.,,$.tJ;',eet, New CWlib"erJ.J!~ L, .~,a...__;t_'7.0JQ, L ~ 57.57 Probate ESTATE INFORMATION: FILE NUMBER_ NAME OF DECEDENT DATE OF PAYMENT POSTMARK DATE 21-81-381 GABUZDA oJOS1!1PB C. JR. LAST FIRST MI Cumberland JATE OF DEATH REMARKS ~TOTAL AMOUNT PAID 57.57 SEAL RECEIVED BY " } i,/ ,/ ( /';" , SIGNATURE'- ,/ vi ....--... ... .._-=-..;;--~ .. ___ L.... __ ...... = --- --- --.-._-~---- J REV, 1807 (AS) OEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMENT P.O. BOX 2055 HARRISBURG, PA 17105 ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT OATE -04-8 i. ESTATE OF GABUZDA JOSEPH C FILE NO, 21 81-0381 DATE OF DEATH 05-15::aJ. COUNTY GJJ1mll.RldiIJl) NOTE: 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, CHARLES H STONE 414 BRIDGE ST NEW CUMBERLAND PA 17070 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE 1!l,J'!: _A!-9~~ _ '!:"!I~ _L!~E_ .. .. _ _ , _ _ _ _ _ _ _ .. .. .. .. .. _.. , ' _ _ _ _ .. _ _ _ _ _ .. , ' _ _ , , .. _ _ _ _ _ _ , , _ , _ _ _ _ _ _ _ .. INHERITANCE TAX STATEMENT OF ACCOUNT .. ESTATE OF GABUZDA JOSEPH C FILE NO. 21 81-0381 ACN 101 OATE 04-04-83 THIS STATEMENT, IS PROVIDED TO AOVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, ANO, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST .ASSESSMENT OR RECORD ADJUSTMENT: 05-21-82 PRINCIPAL T AX DUE:,,,,,,,....,,,,"',,...,,..,,......,,,........."'..,,,"'''',,,..,'''..........,,,,,,,,..,..,,,,"...."..",,,,,....,"',,"'.."'.."',,,,...... 57.57 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DATE NUMBER 06-22-82 049603 DISCOUNT + INTEREST (-) 1.20- AMOUNT PAID 57.57 05 '",; -.."~ '" , ' ~ C"l ',.: ~\ " , '.";;-. .,,~ ~ INTEREST IS CHARGED FROM 06-23-82 TO 04-19-83 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.' "DTAL TAX CREDITS 55.37 BALANCE OF TAX DUE 1.20 INTEREST .18 TOTAL DUE 1.38 (If Balance Due is less than $1.00 no payment is required) . IF PAlO AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS Discount: c:a- ()) c: ;: -:'t>~_..~$'"" c~ ~ ci>~-- -"-0--- . ..!--->--".~'c: c~ Z . -..::l If any tax due is paid within three (3) months after the decedent's death. a discount of /::;.- 00( five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-8.2. discount period expires 4-15-82. Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily basis from - delinquent date to date of payment on any tax unpaid on delinquent date - date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Interest: Delinquent Date Annual Interest Rate Daily Interest Factor 5127143 to and including 12131181 111182 to and including, 12131182 111/83 to and including 12131183 6% 20% 16% ,000'64 ,000548 .000438 . Those estates that become delinquent on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full. Those estates that become delinquent on or after January 1. 1982 will contain a variable interest rate. Thus. taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. Interest is calculated as follows: INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance rt:lmains outstanding for more than one calendar year. a separate interest determination must be made for each year at the applIcable rate. (Only one calculation is necessary It the estate maintains the constant Interest rate,) Any Notice Issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the notice. If payment is made after the interest comput~lion date shown on the Notice. additional interest must be calculated. To Remit Payment: De1ach the top portion of this Notice and submit With your payment to the Register of Wills of the co.unty shown on the Nolice. . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent" . Make check or money order payable to: Register of Wills, ~gent