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HomeMy WebLinkAbout81-00388 ,:( H g >< (J) . ~ r>l ,~ p., (J) E4 d ..: ~n '"'1 H :tl c::: ~ ~ ,'", Z r>l :tl U . o Z Woo o fl) .. 10 .. all , ! , I I I I 1 I I I ! 21 81 'H'f' No.. oJ' \,..1 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY Dated ">c;,._-7 - .25". /7'~1 Name and address of Petitioner(s) ~ tJ ") ,-l.1 I j, /. " ( ?( atrlt ,., v L. ~ C!'"O <!1 A../~ 7)..{"., .J....1 r . <!'~ (F J.t. 't:f/ : P,a /7",: 1'/ COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBERLAND j 13 <=0 _1",- e. Jv~- -A.. ;;,t}. ss named in above application. being duly c:.;,~, " ~ ..., statements set forth in this petition are true to the best of 5 <<k>.... ..., and subscribed before according to law say(s) that the t;. ,"" 1---- knowledge and bellet, iJ 1(, (j, (<' i,,:; /', ,', Filed: June 26. 1981 Attorney NO Attorney ".;// -YI - 3 S'f{ JI - ;).toc{ - 1 \~ - i~~G;] I... :"'\ . ~.1 ~ 1 c' CJ ." C "~') :-:::' h~~., a lo, ;;;:c ~~;:' If''1 .-.:(-... N "J:::( "--, I.1JI.l,j Z 0=0:: 0.... ~ 0"" o::~ =; ~m 0", 0='- U"" ,,,,::> ~o:: ~ -'u po u O(\TH 0,1' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lelters of Administration in and for the County of Cumberland, personally came Be" J,J {~, /, ~ l<, f, 4'1 who, being duly ~" ,n (l. t I ,doe <<-';. depose and say that as e -I' "" ",',. 10', I ~ ~/ , of the last Will and Testament of II P n r- ~I .L '" 15 /, U I deceased r 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, """('"" .:.'75- . ~..f' ;q..'<it.. ~- A.D., 19..2L L , , ,Y 0, 0':' "- Co ~.. '- c:e ..nc.::. i.~~ ,U ~,-; '. 2=0 '''; C:'('" lr. '.1:-; 6c: N :r.:..:r ,1}l l..n.:~ -, ~_"J :.u O'l co- ~ '" :~ 1""'1: cr.L, =: ';'w :" 0- "'co :<ll u'" WW "':<.: ,Q ",,'" ~ w=> JiO -'U Ill, u co: u.. :It, 0 (.(l .>: .-l' 00' ...J 0 00: r:;: 0 00: !Xl <no r: l'1: ...J . .-l, - U' I ~i - -: .-l' - ,~ 8, \0: 00: ~ ::= r>1; N; I, Ul: C riI' .-l: 8; ,~ .;1 ,...! N; ~i "CI <no ~I CO: <ll 00: "CI I, 0 :><: ... 'IF; Z e<:: 0 ,..., " .:l Z: OJ 1l N: riI: ... ~ .u ::r:! "CI - Z ... C 01 ,~ '" c.. r:. r:;! <Il DECREE Be it reml~mbered that on the 26th day of June ,A.D,,19~, there was probat~d and recorded the last Will and Testament of H-e. /1 ........l i.. 1/'/'" (, w J ;2 e ,-, I (f ,.. 1-". DR ,'II e ) C': ,Q- -r.-, pI-I. 'II late of , Cumberland County, Pennsylvania, Deceased. Letters Tea tamen ta ry were granted to 1'5,>,. / " (~. 1/ tJ, +<:: /, U' Witness my hand and official seal the day and year aforesaid, 898 C/J}1/f(/ (J 4t~ # / Register .... REV-"U EXt (8-aO) COMMONWEA~ TH OF PENNSY~ VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "C" TRANSFERS Estate of Henry Latsha INSTRUCTIONS: ' 1. Answer t:le Questions on reverse side. 2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "S," or liE," its estimated market value at date of death, dates of transfer, to \\110m transferred and relationship of transferres to decedent. Attach a copy of any trust, deed, or instwment relating to the transferred property. I ITEM DESCRIPTION ESTIMATED DEPT. VALUATION 1'10. MARKET VALUE {OFFICIAL USE ONL YI - None TOT AL None If additional space is necessary, use 8\'2" x 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any maWial pmt of his estate without receiving valuable ond adequate consideration? (Answer "Yes" or "No".) 0 2. Did decedent, within two years of death, transfer property from himsel f/ hersel f to himsel f/hersel f 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 the transfers are claimed to be nontaxable, provide the following information: a, Age of decedent at tillle of transfer. b. Copy of death certificate. c. Affidavit by the attending phySician indicating the state of decedent's health at lime 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".) 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".) 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 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".) ~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 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 booeficial 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 decedent and others ( ). r.EV-4!53 EX-t (10.80) COMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ~, ~'~I r. ;.'. ,<:"::~-",:,:,,,. "'.~'.. (Instructions on RoverslJ SideJ Estate of Henry Latsha BENEFICIARIES AND ADDRESSES RE~ATlONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Beula C. Latsha, 2 Colgate Wife Yes 12/30./17 100% ~f' 1;'a'-n+-o Drive, Camo Hi 11, Pa. 17011 .- - .--- _. '-- ----_..~..._-- . . The above beneficiaries were living at the time of the decedent's death except for the following: NAME DATE OF DEATH , If additional spa,ce is necessary, use BY..". x ",. sheets. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all propertv. real and personal. owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible propertv are to be included. List real estate first. 1. Describe all real propertv 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[s] 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. t""' ." tl n ;> I'l1 ;> ::E Z ;> 0 0 tl C/l 0 - 1'>1 Cl n c:: tl ~ Z ::: Z t"" I'l1 ~ Z :lO 9 - 9 t"" Z Z 1'>1 o-l 1'>1 o-j Z ,"'-. 9 9 o-l >< C/l I'l1 - ("',,-I C/l Z 0 C/l 0 o-j - 0 .." I 'I1 :lO E: ~ ". t' :~:~i~ - ,:t. !'~ 0 C' ~ Z l.LJ~. ~ " n:: Ct.. .:;:'ll.! c::U) CI: 0-" a;, <.J~ E?=t: ~a:: ~ I.w=> 50 ....J'-' '-' >< >< 1'>1 1'>1 ;> ;> :lO :lO ~\ W~ REV-fiJ7 EX. (2.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION APPLICATION TO TRANSFER SECURITIES FILE NUMBER: COUNTY Q(L-9!- qrrf REVENUE NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WIl.LS FOR THE COUNTY IN WHICH THE DECEDENT I,ESIDED AT THE TIME OF DEATH. Name of Decedent: . ~\.o ,..'lv....~ Date of Death: ~_L""VL-(l Addre" of ) Decedent: (1 o--t.-o~\Q 1"1 /"/)(1 / DA TE 0 l\ ~ j 'h i:- J '~ J 9'i? I ru \ '-Ovv\A.b (CITY, BlfROUI.il-l) v\.J J2.~ ~L~Q.u.J..ik-U;( (STATE) (COUl'rJ Y) - DESCRIPTION OF SECURITIES: 1. Stocks a. .:? 0 <:> b. Cc.- YYl Yl;I "' /) (NUMBER OF SHARk.5) (CLASS Of-' STOCK) - c. e Y' /.)",!, "7>:l 1m -T.;.., dc, ~ -/... ~ (NAME 0 SING COMPANY d. 4<..)-/77 . (DA;(E OF- ISSUANCE) "":'~;;cJ';'bl'~<J 4'/, "" ~ c. d ~ .;:~/~__ .,-? ~~-<..-"I ~ (DArt OF DEATH TOTAL MAr~KET VALUE) 2. Bonds a. b. (FACl::. AMOUNT) (INTEREST RATE) c. (MATURITY DATE) ~ ~ (NAME OF ISSUING COMPANY) (DATE OF ISSUANCE) f. (DATE OF DEATH TOTAL MARKET VALUE) The securities are registered as follows: j(";"",,,,~ /v/.I-lsh4 at- i.lJ.e-,,<~)q C. /.1/+15 44 (NAME R NAflilES IN WHICH CERTIFICATES ARE REGISTEHEDl J ,~ nj-/.\to. Name of Applicant: Addre" of Applicant: ~ Cl.-,.Acl o (J~IQ_t>-- ~. 1) c\+~Q } 'SIGNATURE} CONSENT TO TRAf\JSFER SECURITI ES I hereby consent to the transfer of the above securities and waive the filing of a certificate certifving to the payment of the transfer I nheritance Tax. _lZu~u~d- /;; / 'In ---r (DATE) ~ /)~ / . / ~ . .'7~;~P:TEROF~IL . ~\ APPLlCATIOI\I TO THAI\ISFER SECURITIES FILE NUMBEH: -:! . COUNTV ___.-0. ~- ~& REV.517 EX" (:!.80) COMMONWEAL TH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUHEAU OF EXAMINATION REVENUE NOTE: THIS APPLICATION MUST BE FILED IN TfllPLlCATE WITH THE REGISTER OF WILLS FOR THE COUNTY IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH. Date of Death: Address of Decedent: ~~~~OU"'}' j DATE Ctu '0' J (Ii J'i,J.5il1 DESCRIPTION OF SECURITIES: 1. Stocks a. ~oo (NUMBER OF SHARES) b. C:'::-:'#'J-rl .'J'}' ;::J .lo-") (CLASS OF ~TOCK) c. II........~/,.i~ ~o,/s <::'6 ~ ~. (NA . UF ISSUING COMPAN'tJ d. (,,/t:V7.::J..) ::y,...;., 3 _~// ,- J -? .. tDAJ"E Or- 155UANCL::j C. ..,.s"~<.y. r;)Cj ~~'U.d'?h"'i>A-I.. (QAT _ OF DeATH TOTAL MARKET VALUE) ~ SI'/r; fJ,o.;..:;JJ,-' 2. Bonds a. b. c. (FACE AMOUNT) (INTEREST RATE) (MATURITY DATE) ~. (DATE OF ISSUANCE) f. (NAME OF ISSUING COMPANY) e. (DATE OF DEATH TOTAL M,L\ H KET VALUE) The securities are registered as follows: v'~"'.'-?.J.f'J.,.-. ~J /..,q (NAME OR NAMES IN Wt CH CERTIFICATES ARE REGISTERED) Nama of Applicant: JS, () 1 ~ 0 0. Ql ~ <. tN ~'-(.\ Address of 1\ {\ ,~, I' ~~ \~~1rLU- '&~ . lqTV, BOFlOUGH)J I (STATE) (, \ C\-V\ Vir l, ~\"\.cl (COUNTY) -13,0, \ lJ ('~. ~) c~. - cl~~'\n (SIGNATUHEI CONSENT TO TRANSFER SECURITIES I hereby consent to the trander of the above securities and waive the filing of a certificate certifying to the payment of the transfer Inheritance Tax. -fl~/~. /tJf/ ~ ~/%i :-I (l / . .. '~i"O'""~ n cO r' :u" ~~~~~ N t1,~ ~~ ." ~~~ ~:. :z ::-~o .~ ,,-,:.) ~:;'-' C' 'C; , ('rl " :1 N ~., 0- :9 - 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 dealth. 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 ;s 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 rat.e 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 .0133L... $ 26,70 Balance of tax due Plus Interest to Date of Payment (+) TOTAL tax and interest to Date of Payment $2.000.00 $ 26.70 Interest from 3-30-80 to 5-23-80 Results in: $2.026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months .010 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months .030 9 months .045 12 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 .00388 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 Estate Tax Act of 1961 172 P.S. sec. 2485 - 1001). , MAKE CHECK OR MONEY ORDER PAYAB~E TO: "REGISTER OF WI~~S. AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WI~~S FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS. PURPOSE OF NOTICE: To fulfill the requirements of Section 1745 Ibl of the Inheritance and estale Tax Acl. Acl 255 of 1982 172 Pa. C.S. Seclion 17451. PAYMENT: Detach the toP porllon of this Notice and submit with you, payment to the Reglsler of Wills. --Address inlormallon IS listed on page 13 of the booklel. "lnstrucllonS tor Inheritance Tax Return for a Resident Decedent." . --Make check or money order payable to: REGISTER OF WILLS. AGENT. REFUND ICRI: A refund ot a lax credll. may be requesled by completing an "Appllcallon for Refund of Pennsylvania Inherllance and Estate Tax" IForm REV- 13 I 31. Applications are available al the Office of the Register ot Wills. any of the 24 Revenue District Offices. or trom the Department's Forms Service Unil 24 hour Forms Ordering telephone lines in Harrisburg _ 17 171 233-3443. In Philadelphia - 12 I 51 351-2065 or In pittsburgh - 14121565-3601. OBJECTIONS: Any party In Interest not satlstied with the assessment of tax as shown on thIS Notice may obJect within sixty (60) days of receipt of this NotIce as follows: ADMIN- ISTRA TIVE CORRECTIONS: Factu.1 errors discovered on thiS assessment should be addressed In wrlllng to: PA Department of Revenue. Bureau ot Individual Taxes. P.O, Box 8327. HarflSburg, PA 17 I 05. ATTN. Post Assessmenl Review Unit 17 I 71 787-6505. See page 3 of the booklet "Instruclions fo' Inheritance Tax Relurn for a Resldenl Decedent" tor an explanallon of administratively correctable errors. Add'tlanal Pennsylvania Estate Tax assessed as a resull of a change based on Ihe Federal Estate Tax clOSing letter becomes delinquenl at the explralion of one 1 II month from the date the final notice of the Incre.se In Federal Estate Tax is recewed. Interest is calculated on a daily basIs at the Delinquent Dale 6127143 to and Including 12/31181 11 1 182 to and including 12/31182 1/1183 to and including 12/31/B3 1/lIB4 ta and including 12/311B4 1/1185 to .nd Including 12/31185 , /1/86 fo and including 12/31186 Taxes that became delinquent on or before delinquent balance is paid In full. Taxes Ihal became delinquenl on or aller January I. 1982 are subJecl to a variable ,nterest rate that changes each calendar year. Interest ;s calculaled as follows: by written protest to the Department of Revenue, Board of Appeals. P.O. 80x lB74. Harrisburg. PA by elecllon to h.ve the matter determined at the audit of the account of Ihe personal representat,ve by appeal to the Orphans' Court. 171050R OR INTeREST: fallowIng rates: Interest Rate Daily Interest Factor 6% 20% 16% '1% 13% 10% December 31. 1981 will maintain a .000164 .000548 .00043B .000301 .000356 .000274 constant interest rate until the INTEREST c BA~ANCE OF TAX UNPAIO X NUMBER OF OAYS OE~INQUENT X OAI~Y INTEREST FACTOR __ Any Noliee issued after the tax becomes dellnquenl will rellect an Interest calculation to fllleen 1161 days beyond the dale of the assessment. If payment IS made after the 'nlerest computalion date shown on the Notice. additional Interest must be calculated. rn~V.HiOO EX -t. (I).al) BUREAU OF EXAMINATION PENNSY~VANIA OEPARTMENT OF REVENUE P.O. BOX 8321 HARRISBURG. PA 11105 11~(;f-1 INHERITANCE TAX RETURN RESIDENT DECEDENT j..vp",,",vt Filo Nom~or ...!I','/ 1- ./ ,;i,f,>/ Decedent's Neme (Lest. First. and Middlelnitiall DECEASED .L4fjj'ItA; 11t'1V~ Social Securitv Nomber Dete of Death vld/-/b"j/tJJ c:',; '17-!/"1 1. Originel Return I}(] 2. Supplamentel Roturn D CHECK APPlIo. PRIATE BLOCKS /1 " Decedent's Addro" vZ {?/;;-'1'IC f'~. (/,;q~f/l }/i/I.- A. /101/ 3. Remainder Retorn 0 4. Life Estate 0 5. Federal ESlateTax 0 Return Required. 6. Decedent died testate 0 7. Decedent maintained a living 0 8. Number of safe deposit D IAttach copv of Will) trust (Attach copy of trustl boxas inventoried All correspondence and conlidential tex information should be directad to: CoRRE. SPONOENT Name RECAPIT. ULATloN AND TAX CALCU. LA TI ON Computation of Tax 15. Amoun' of line 141axablo at 6% rate linclude values from Schedule K) 16. Amount 01 line 14 taxable at 15% rale (include valuOl frum Schedule K) Princil,al tax due ladd tax Irom line 15 plus tax from line 16) Total Prior p,vments: la) Amount Paid (b) PI.. Discount (c) Minus Interest 19. Balence Due Wna 17 minus line 181 Make Check Pavable to: Reaister of Wills. Agenl ... PLEASE RECHECK MATH'" {J ,cAf-;-,.{.4 . f't,l r1 Telephone No. Recapitulation 1. 2. 3. 4. 5. 6. 7. 8. 9. Real Estate (Schedule A) Stocks and Bonds ISchedule B) CloselV Held Stock/p.rtnarship Inlerest (Schedula C) Mortgages and NOlas ISchedule D) Cash & Miscella,lOous Persenal Property ISchedule E) Joinlly OWlled PrullOrtv (Schedole F) Trallslors ISchodulo G) Total Groll Allels (total linas 1.7) Funoral Expenses Administrative Costs/Miscellanoous EXllBlISOI (Schad ole H) Debts/Mortgages/Liens (Schedule II Total DOI'octions ltolallin0l9 & 10) Not Val, e of Estate Wne 8 minus line III Charitable Bequesls (Schedole JI Net Value sobject to tax Wne 12 minus line 13) Addre" c,z c1'/f)~';'e M,'t'f ;/ Under penelties of perjury. I diClere that I heve e.,mined this return. including eccomp.nving schedules .nd st.l,ments, and 10 th, b,st of mv knowledge and belief. it is true. correct. and complete. Daclaration of preparer other th,n the parson,f representative is based on ,II inform.tion of which preparer h" any knowf.dge. 10. 11. 12. 13. 14. 17. 18. SIGNATURE OF PERSONA~ REPRESENTATIVE(S) SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE State (11 I 2) ( 3) ( 4) ( 51 ( 6) ( 7) ;;-.2. Ie; /~-.:! . () -'7 '/',c"2 8 " ~. Ie, . iJ ;J . ( 9) 110) 7, 'JIf'i:-I/ ~~ 1~~l!l 1111 (121 113) 114)-.i!.i 7r19.1.2.. 115) .;14. 1 ( 1. /,l . x.06= J, (, i'.I. f'j' . (16) x.15= (17) ~ 6 j'';;. .{'.) (18) (19) AOORESS OATE AOORESS OATE