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Home My WebLink About81-00386 ..: H S >< tIl Z ~ . Il< >< &< - ~ tI:: t9 D - @ H &< H &< 0 H r4 !Xl t? - Q Q :.; 0 ~ ~ ..:l f:Q li1 tI:: .. r4 U Il< ~ tIl tIl D . t~ >< U, Q (f, ~ ~ . ,,~ ~ to. t? Z ,.. CO -. . 0 ,.. C\I tl) - . 10 0 - Z lit LLI C'" ,.. " ~! t:)(.; , co ~ .J .., " ex: ~)t:: , , ;;:0 u, .:(==. u_.l. l..f"', -,1:< Co! N h:"i ii" Wlt.t '"" ....:>L.l 0'''- CO ~ In o:~ v~ 0", 0:5 (..)ll..l ~ ~u ""0:; CO a:: . u ..... '" ',r , . llinsllIill tlltlt Qr.eSlttl1ttttt OF GLADYS P. BLODGETT BE IT REMEMBERED, that I, GLADYS P. BLODGETT, of 1729 Warren Street, New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and under- standing, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts and funeral expenses as SOon after my demise as may be convenient. ITEM 2: I direct that my hereinafter named Executor pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, and may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 3: I bequeath Thirty Per Cent (30%) of my net estate to THE CATHEDRAL CHURCH OF ST. STEPHEN, 221 North Front Street, Harrisburg, Pennsylvania, said sum to become a part of its Endowment f'und. ITEM 4: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, inCluding property over which I have a power of apPointment, I give, devise and bequeath unto my nephew, RICHARD K. PULLING, of Westlake Village, California. .2d--d (J GLADYS P. ~DGETT ~~(SEAL) 88S ! n en r- ~n' ~ ::0::0 :t~ r"'~ '::1"1' !'2o Me1 cO::O -:::\.U Z -it;) C::'? II,m N ~;:'~% 7~~:;' ~Jl ..,7.: ,,;,.., ", ,0"1'1 ,.~:.II ",. ..::n ,~O ".";'" " ,,(:1 "1 ~t 'Jj:-~t gj '" ~ '"' ,. . H <:: ~ 50 '" ~ tf.I~~ E-4 ~ <ll ,., a tj " Ol ..., <:: t.+ " HtIl<:: @ H <ll ~, 1 Hl:lP-<U"l ~ lil .... U"l ~ ~I--t '+-l .)!! .0 tl i<: OIl.... ,~ >;r--==f . ~..,~M P-< ~ Ol,c tIl '" Ol )~ ~ U~ C) ~~ tIl .... ,:g ~ ~t S s l=> '" C) ~ ~ " \ REVo1}iOO EX +-(9.81) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG, PA 17105 II - ,;(01 ~:;v' INHERITANCE TAX RETURN RESIDENT DECEDENT FlleNumbor J. \-'g 1- 03'&(P CHECK 1. Original Return I1J Decedent', Address Le.a.c\o.( NurS\i-.~ H-Ol'<\l- we.s4 Cdr'r\p \4i II, PA 11011 2, Supplemental Return 0 3, Remainder Return 0 BLOCKS 4, Ufe Estate 0 5, Federel Estate Tax 0 Return Required, 6, Dacedent diad testata rill 7, Decedent mainteined ali,ing 0 8, Number of safe daposit 0 (Attach copy of Will! W trust (At1ech copy of trust! boxes invanloried All correspondence and conlidential tax information should be directed to: APPRO, PRIATE CORRE, SPONDENT Name Zi Recapitulation 1, Real Esta" (Sch,dule AI ( I! 2, Stocks and Bonds (Schedul, BI ( 2! 3, Closely Held Slock/Partnership Interest (Schedule C! ( 3! 4, Mortgages and Notes (Sch,dule D) ( 4) 5, Cash & Miscellan,ous Personal Property (Schedule E! ( 5! ~\I'illld.O't RECAPIT, 6, Jointly Owned Property (Schedule F! ( 6! ULATION 7. Transfers (Schedule G! ( 7) 8, Total Gross Assets (total lines 1,7) AND 9, Funerel Expenses Administrative Costs/Miscellaneous Expenses (Schedul, H! ( 9! TAX 10, Debts/Mortgages/Uens (Schedule Il (10! 11. Total Deductions (Iotallines 9 & 10) 12, N'I Value of Estate (line 8 minus line 111 CALCU. 13, Charitable Bequests (Schedule J) LATION 14, Net Value subjecllo tax Uine 12 minus line 131 Computation of Tax t5, Amount of lin, 14 taxable at 6% rate (15) Onelude values from Schedule K! 4QI" 16.1oL1 16, Amount of line 14 taxable at 15% rate (16! linclude values from Schedule K) 17, Principal tax due (edd tax from line 15 plus tax from line 161 18, Total Prior paym,nts: (a) Amounl Paid (b) Plus Discount (c) Minus Interest (18) 19, Balan" Due Uin, 17 minus line 18) Make Chack Payable to: Register 01 Wills, Agent ... PLEASE RECHECK MATH'" (8) ~Il 'Kl.od.O~ (11) (12) (13) (14) \D C\ '5.;\. 5/P 16j'61Q,c.tg ~~lt ~5~'~" x,06= X,15=~4~. 3~ (171 ~4~.34 (19) Under penalties of perjury, I d,clare that I heve examined this relurn, including accompenying schedules and statements, and to th, best 01 my knowledge and belief, it is true, corr t, and complete. Oeclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge, ' -3!d.. ) R "- VEISI ADDRESS I ~ DATE REV.4~1 r::X1 13.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "B" PERSONAL PROPERTY (l"stflJctions on Reverse Sic/a) Estate of GLADYS P. BLODGETT ITEM NO, DESCRIPTION 1 Dean, Witter, Reynolds - InterCapital Liquid Asset Fund 2 Dean, Witter, Reynolds - High Yield Certificate of Deposit 3 Wm. D. Schrack, III, Esquire - Trust Account balance 4 Social Security Administration Payment Prorated 5 Commonwealth of Pennsylvania - Retirement Fund Payment Prorated 6 Commonwealth of Pennsylvania - Retirement Fund Payment Prorated 7 Medicare Refunds 8 65 Special Refunds 9 Interest Earned on Money Market Fund Investment Account '10 Furnishings Dis tributed in Kind: Cherry Tilt-Top Table Cherry Empire Chest Drop-Leaf End Tables at $40 each UNIT VALUE ESTIMATED MARKET VALUE $ 50,261. 00 20,000.00 2,930.89 450.90 22,18 75.66 398.40 99.60 7,118.41 175.00 250.00 80.00 TOTAL THIS PAGE 81,862.04 *' DEPARTMENT VALUATION (OFFICIAL USE ONL Y/ QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transler 01 any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No",) ~ 2, Did decedent, within two years of death, twnsfer property fromhimsel f/ herself to himsel f/hersel 1 and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ,#.~ 3. If the answer to one or two above is "Yes" and Ihe transfers ilra clilimed to ba nonlaxilble, provide the following information: a, Age of decedent ilt time of transfer. b. Copy of death certi Ii cate, c, Affidilvit by the attending physiciiln indicilting the state of decedent's heilllh at time of tmnsfOl, d, All other information supporting nontaxability of transfer, 4, Did decedent, i/l his/her lifetime, make any Imnsfcr of IHoporty wilhout receiving a villuahle or adequate consideration therefor which was to take effect in possession or enjoymenl at or after Ilis/her deilth7 (Answer "Yes" or "No",) 1-'- a. Was tbere any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power 01 disposition? (Answer "Yes" or "No" ,i ~. b. What was the transferee's age at lime of decedent's death? 5, Did decedent in his/her lifetime make any twnsfer 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" ,) 4- b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) AI.. 6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, .IV/'A 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",) .,;;1 , 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 01 transfer or by operation of law? (Answer "Yes" or "No",) U., 9. If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) 11/.. . REV-4'J EX" (3.801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDUl.E "0" BENEFICIARIES * !IllS/ructions on I/ovorso Sltlo) Estate of GLADYS 1'. IlLODGETT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECF.DENT BIRTH St. Stephen's Episcopal Cathedral Church 30% 221 N. Front Street Harrisburg, PA , Nephew Richard K. Pulling Yes 70% 3939 Freshwind Circle Westlake Village, California 91361 , - - , , - , - The above baneficiaries are living at this time except for the following: NAME DATE OF DEATH REV.494 EKt. 13.801 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ,~~, ~\ (lllstrtlctions all Rt'Vt!rs/J Sida) Estate of GLADYS p, BLODGETT , P TOTAL E VALUE or DEPARTMENT ITEM DESCRIPTION M^RKET \ DFCFDENT'S VALUATION NO, VALUE INTEREST (Offleial Use Onlvl T -, , -., .- - -- -, - , - NONE I I I I I I I , I I I TOTAl. THIS PAGE -0- ~ ~ ..: ..: I-'l I-'l ~ ~ ~ ~ z 0 I-'l '" ::> ...l ..: U z - 0 '"' - '"' ~ 0 ci ~ P:: IJ.. IJ.. ... 0 '" 0 z ci '" '" , ... d - I-'l ,M Z l- I-'l ... I-'l Z Z ...l ci - ci ..: ~ z :oG t>J ::E Cl ::> U I-'l ...l Z Z i- '-' Z - 0 Vl CI 0 0 ..: ::: - ..: t>J .-,: U Cl '" ...J ',saJa,u! s,luapaoap a41}0 anle^ ,a~JP.w a4' a,eoJpul '(1 ',saJa,Ul s"uapaoap a4'}0 aoe,uaoJad a4' a,eo!pul '!; 'A,JadoJd paUMO AI'U!o! a4' 10 anle^ ,a~Jew le,o, a4' a,eolpul 'C: 'pa4s!lqe,sa seM d!4SJaUMO ,U!O! a4' a,ep a4' pue (S) JaUMO,OO a4' 10 ,uapaoap a4' 0, d!4SUOllelaJ pue ssaJppe 'aweu a4' apnloul '..8.. alnpa40s JOI SUOnonJ,SU! a4' U! pa,eo!pu! se AlJadoJd leuosJad lie aqIJosaa ',,'<1.. alnpa40s JOI suo!pnJ,su! a41 U! pa,eoipu! se A,JadoJd leaJ lie aqIJosaa 'l ',SJ!I a,elsa leaJ 'S!l 'papnlou! aq 0, aJe A,JadoJd alq!OUe,u! pue alq!OUe, 4,08 'd!4SJO^!^Jns 10 '4DIJ 4,!M SlueUa"u!o! se sa!,Jed JO AIJed Ja4,oue 4,!M AI,U!O! ,uapaoap a41 Aq pauMo 'lellOsJad pue leaJ 'AlJadoJd lie apnloll! ,snw "3,, alnpa40s "3,, 31n03HOS DNI131dli\lOO ~O:l SNOI10n~lSNI '. ~ . . ' REV.4'~ EX+ (3.aol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ---. .~ - -- Estate of GLMlYS 1', BLODGETT Date of Death 6/1~/81 File No, 21-81-386 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: Claimant NONE Relationship to Decedent N/A Claimant's Address at time of Decedent's Death N/A ITEM DATE NAME OF PAYEe REMARKS AMOUNT NO. 1 6/25/81 Register of Hills Probate $ ~2.00 2 6/25/81 Cumberland Law Journal Advertise Estate 10.00 3 6/26/81 Nightengale Nursing Home Final Bill 307.32 ~ 7/03/81 Bell of Pa. Final Bill ~.82 5 7/10/81 New Cumberland Ambulance Fund Cost of Transfer to Hospital 50.00 6 7/15/81 Hood lawn Memorial Gardens Grave Marker 26.00 7 7/22/81 Elmo G, Hinger Payment of Claim Against Estate 15.00 8 7/24/81 Lewisberry Telephone Company Telephone Calls Relating to Estate Contacting Heir 21. 01 9 7/24/81 Cumberland Law Journal Advertise Es ta te 8.00 10 7/24/81 Patriot News Advertise Estate 70.05 11 8/12/81 Musselman Funeral Home Burial Expense 2,035.70 12 8/17/81 M.F,Rockey Company Storage on Estate Asset Items ~3,50 13 10/08/81 M.F,Rockey Company Storage on Estate Asset Items 14.50 1~ 10/08/81 Musselman Funeral Home Reimbursement of Social Security I Death Benefit (Decedent Ineligible 255.00 , i 15 10/12/81 M.F.Rockey Company Hrapping Furniture 10.50 I , 10/20/81 Pulling. Moving Exnense Reimbursement , 16 Richard K. .11', 135.16 I 17 2/17/82 Reeister of Hills Charitable Exemotion Certification 2.00 I I 18 Hm. D. Schrack, III, Esquire Executor's Commission 3,961. 00 i , 19 Wm. D. Schrack, III, Esquire Attorney I s Fees 3,961.00 I i 20 Reserves for Filine REV 455 Debts & Deductions and Inv. i 10.00 , i , , I TOTAL I 10,982.56 i I hereby certify that to the best of my knowledge and belie he fore oj expenses and expenses of administration submitted to the tate as is a just and true statement of debts, funeral ions r Inherit Tax purposes, ~qc1'~ DA SIGNA1'URE OF FIDUCIARY OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT % TAX RATE REGISTER OF WILLS UATE " . 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, other items are claimable including the cost of administration, attorney fees( fiduciary fees, funeral and burial expenses including the cnst of 0 burial lot, tombstone or grove marker and other related burial expenses. All debts being claimed against on estate a,e subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption may be claimed by 0 spouse of 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 0 member of the some household con claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by o parent or parents who ore members of the some household os the decedent. The famil y exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate lows. NOTE: Compensation paid to on estate representative; namely, on executor or administrator, for services performed in administering on estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA.40.lndividuollncome Tax Return. t"" "Cl " n E; rn E; ;S z ;J> 0 0 trJ Cl n c: " ;! Z s: Z t"" rn rn ;>; Z ;>;l 0 - 9 t"" Z Z rn o-l rn o-l Z 9 9 o-l -< trJ rn - trJ Z 0 trJ 0 o-l 0 "r1 "r1 ;>;l ~ - 0 Z C1' ~ -< -< .I' " , rn rn ~ ;J> ;J> ..' , ;>;l :<l li,Ji " pi .2 , ,,, U:;l..": :c ~.., : O~J :~~;~ '-'''-' N '-I"W \i!"" "" -' ,.) INSTRUCTIONS FOR COMPLETING SCHEDULE "F" I. 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 dote on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide 0 brief explanation in the ren,arks 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 as!;umed the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS. RECORD'" o~~r! r . II., ., '82 .11i!' -'I; 1\1' " CI,EI'.:. .t.... . . ,::1 Ii': ~ ( ~~ I " INFORM A TION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P,S, section 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 52.000.00 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. Interest from 3-03-80 to 5-23-80 Results in: 2 Months = 20 Days = Rate of interest = ,010 + ,0033S ,0133S 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 ---------------------.------------------------------------------------ 1 month ,005 4 months ,020 7 months ,035 1 0 months ,OSO 2 months ,010 5 months ,02S 8 months ,040 11 months ,055 3 months ,015 6 months ,030 9 months ,D4S 1 2 months ,060 1 day ,00017 II days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,OOOS1 13 days ,00220 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 days ,00085 IS days ,00250 25 days .00420 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days ,0028. 27 days ,00454 8 days ,DD13S 18 days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days ,00486 1 0 days ,00169 20 days ,00335 30 days ,00500 --------------------------------------------------------------------- Any party in Interest. including the Commonwealth and the personal representat_ve. not satisfied with the appraisement and assessment may object within sixty (601 days after receIpt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, see, 2485 - lDOll, MAKE CHECK OR MONEY OROER 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 BOOK FOR ADDRESS, - --- - - --- .- - -.-- ---- ----. -- ----- --, ....- -_.-- "--- --- ----- ---- -.'- .-. ---- - - - - - - - - ---- .._..... __ r.-= __ ........ " REV.1162 EX ~ " , COMMONWEALTH OF PENNSYLVANIA 4 NO, K 29773 DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II " III ., .1 = ~ ~l RECEIVED 'J FROM ! ADDRESS P. O. Box 396 on_ :E::OO..__r,.__..", ~--.... - TAX AT 6% TAX AT 15% Mm. D. schrack, III Esq. TAXAT_% ESTATE TAX Dillllburg, PA 17109 '--~f~~Tt~-~~~~ATI(j~C-J~~~--14~-igei----_m TOTAL TAX CREDIT $6,300.00 FILE NUMBER 21-81-386 DATE OF PAYMENT september 14, 1981 NAME OF DECEDENT Gladys P. Badgett COUNTY C umber land m m LESS DISCOUNT % INTEREST TO_I 315.00 PLUS {FROM POSTMARK DAlE REMARKS TOTAL AMOUNT PAID $5,995.00 .------------------------------------------- y "PAID ON JlCCOUNT" SEAL RECEIVED BY 1/ I, / [' (. /// ,,,!/ flEGISTER Or WILLS ~j..