HomeMy WebLinkAbout81-00389
NO. 21-81
PETITION FOR LETTERS OF ADMINISTRATION
IN THE ESTATE OF ",,,,,,,,T.a.ck.O.,,,SchFlU\':r.,,,,,,,, ,,"" " """ ImCEAS~;n.
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To "......"M;:!XY. ..G.,.. J1.~,~!. [3"." ."....... "..".. ".." ,,,,,...,,. .."."" """..."", "" ,,, "". ".....
Register of Wills fUI' the COllnty of Cnlllbe"'alld. ill II", t'III1II"'"\1'eallh of Pennsylvania.
The Petition of ......." .."Xl~,.QJd"~......~c:~~~l.e.r.,,,.,,. ".".,.. ."."". "",,,........ ..." ,,,.,,......,,,,., ..... ...".... "............
......".....""......................................... respectflllly sho\l'el h that """,,,,,1iH;JLQ.,.,~ch~U~x.........,,...................
was a resident of .......Cll.r.liSle.."........................"....~:~~ . Clll1lhe"'and COllnly, Stale of Pennsyl.
vania, and a Citizen of United Sllltes, and deparledthis life intestate in the County of ............................
C.umb~Xand...."........ and Stille of ."., .........J-;',~.r:m.sy.t.y.~.r.!.?:.........."........... ..... ............"...................................
on .......f.1:.\P.?:Y.."......"..." the ..".""...."..1.9.~~."...",.... da;' of .....,",..J.~.tl~...........""....."....... A. n.. In...~}...,
at the age of .....""....... years.
That the said ..."...J:i:l:c:.~.9."..~.c.hi!:P~.~...."....""""".....,,...... deceased. left surviving the following
named widow 01' husband, heirs and next to kin. to \l'it :
Name Relationship Residence
....Xf.~1:.Qld..!;;., ...~c:Mn~1:... ..".... ....... ........I}!:p.h.~.~.............." ..... .~~.~...Y!.:...M~.\!!...~.~:..!...'!'!.~Y.~.~~!?~.~o. P A
................................................................ ....,..........................,............ ................................................................
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................................................................ ............................................ ................................................................
................................................................ ...........................,................ .,..............................................................
...."......................,................................... ...."..",...........,..,.....,...,',...... ................................................................
....".......................,."........,................,..,.. .......................,....,......"....... .,........,.....................................................
....".......................................................... ......................,............",...... ..........,.....................................................
....................................,........................... ......".................................,.. .............."................................................
That those above named include all of the next of kin, so fal' as known.
The said decedent was possessed of personal propcl.t.\' to the estimated value of $....I.\QI.\I:....................
and of Real b:state. less incumbrance. to the estimated value 01' $,..........(1P.(1~.............. aB near as can he
ascertained.
That the said Real Estate in so far as is known is localed in ..................Nf.A......"........................"...
I'."............................'..........'..'......................""...................',....,.,......'...,...,',.,',.."...,..".........,...,........,........,..................
Therefore. your petitioner (xl I'cspeclfully appl)' (ieB) fOI' Lellers of Administration in the above
named estate.
of Pt.titiol1t'I'(:-;)
ff~l''''''''l ~!ifs~"l1 /.. ..k~~..................
,aro d?6';~ ~er
.. .... .1. ~.?"W~.s.t.. Mi!:!.r.,gr.~.~~..................................
Dated .......,........."J\m~,..~.9.tn....." A, )),. 1!1.,81
Signature and Addl'"''
".... .V!.~ ~.I1~.s. ~.?r..?~... ~~~......... ~.7.~.?~............. ...........
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..,.....,......,............,.................................................'i.5~.10G\
COMMONWEALTH 01" PI';N;.\SYLV ANIA
1
r HS:
COUNTY OF CUMBRRLANI>
.......................... ~f.!lt C? ~~.. q..... ~~I!. ~~ IE) r..........,.,...................,....,...
.,.. ..",.."..............,................................ named
in the above application heing- dol)' ........sw.orn.........................., accol'ding- to lilli', Ha)' that the facts set
forth in the abovc application a,'e tn", to the hest 01' .....h,i~...., knowledge and belief.
b"e"f"o'~r"eYf.<;Jm'!:e.!1," .................. ......... ,..,... ..., and"u hSCribed) "'Z,--1/ ....~. .......... .. .'......'.'}?'.;{l..' .............................
.7.Y.a/.fd....... ....6.':?~.~c..-.........
I-Tarold . Schaller
..........................J.\lD.!'!......?.9.:li.I:l.,...,.. A. D., l!/...?L .......................,................................................................
....~~.....(!........ ~~.............
(KI t1 r' Registe,'
Filed:. ............J.1l.Oli!....29.....1981.........................
.....,.,........................................."....................................,
A llol'ney: ......Rol1~.r.t.M.,..Fr.e.y..........................
COMMONWEALTH OF PENNSYLVANIA
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....... ................ ................ Jf. 11-.r. !?.ld. .C;;..... !?c;.hgU~.r........................................................................... ::;'petiti!!:ner (s) ':,
being duly ..............!l.w.!?r.!1............................... according to law do ~.~....... depose and say that 'as the
administra .tar.......... of the estate of ....................J.ack.O....Schalle.r............................................................
OATH OF PERSONAL REPRESENT A TIVE
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COUNTY OF CUMBERLAND
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........................................................................................................................................................................................
deceased ........ne........... 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.
..........~l/\'.9.r..r:\............. ...................... and subscribed
before me.
....................!!.\!!.!!L.?9..~..~........... A. D.. 19..8.1...
..~~;...l?.:... .. ;.a.<.:(.~............
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............................................................................................
DECREE
Be it remembered that on the ........?9:!;!:\............. day of ...............J.Il.Oli!....................... A. D., 19...e.:t..
Letters of Administration in the estate of ..........J.f!..~k..O,...S.r,h.G\ll~.r................................................................
.... ................... ............................... ........ .................... la te of ..... .c..:g ~ j.l'i~~. .Bp.r.p.\lgh.. ....................... .................
Cumberland County. Pennsylvania, deceased. were gl'anted to ......................................................................
Harold C. Schaller
........................................................................................................................................................................................
Witness my hand and official seal the day and yeaI' af?f'J"aid. Ie' )
.......<122:U7l....J..,..t:.. ec,r:~............
('. t1 RegIster
. .
REV.4S0 EX'" 13.aO)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "An
REAL PRDPERTY
-~-
~
(Instructions on Rcvcrsc Sidc)
EST ATE OF
JACK O. SCHALLER
ESTIMA TED DEPARTMENT
ITEM DESCRIPTION MARKET VALUATION
1'10. VALUE (OFFICIAL USE
ONLY)
ALL that certain tract or parcel of land together
with the improvements thereon erected situate in the
Third Ward of the Borough of Carlisle, Cumberland
County, Pennsylvania, bounded and described as follows:
ON the East by South Pitt Street; on the South by
property formerly of Julia Salisbury, now or formerly of
Donovan Jacoby; on the West by 10~feet wide alley extend-
ing between South Street and Chapel Alley; and on the
North by property formerly of Thomas Uhland and now or
formerly of Jeffrey Wagner.
CONTAINING 30 feet in front along the Western llne
of said 60-feet wide South Pitt Street and extending West~
wardly therefrom at an even width a distance of 110 feet
to the Eastern llne of said 10-feet wide alley, on which
there is erected a semi-detached two story brick dwelling
house and other improvements known as and numbered
146 South Pitt Street.
BEING the same premises which Ralph J. Warnel'
and Georgie M. Warner, husband and wife, by deed dated
January 11, 1946, and recorded January 11, 1946, in the
Office of the Recorder of Deeds in and for Cumberland
County at Carlisle, Pennsylvania, In Deed Book "D",
Volume 13, Page 183, granted and conveyed to John O.
Schaller and Pearl I. Schaller, husband and wife.
THE said Pearl I. Schaller having died on December
12, 1963, title to the same remained vested by operation
of law solely In her surviving spouse, John O. Schaller,
also known as Jack O. Schaller,
Sale Price - $35,000.00 35, 000. 00
TOTA~ THIS PAGE 35, 000. 00 -... ~1J ~
d J, eJ. /'-
!
i REV"451 EY.+ (6~601 .
I COMMONWEA~ TH OF PENNSYLVANIA
I OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
I RESIOENT OECEOENT
I
SCHEDULE "B"
PERSONA~PROPERTV
~'$'~
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, ..~.~.."
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(lnstrucliOllS nn Reversf-' Sidr.)
JACK O. SCHALLER
DESCRIPTION
UNIT
VALUE
EST IMA TED
MARK ET
VALUE
DEPARTMENT
VALUATION
{OFFICIAL USE ONL Y!
1. Balance Farmera Trust Company cbeckln,
account "-35.86 1,750.7.
2. Balance Cumberland Val1eySavlnaa and Loan
A.D. ..vln,a account '121162 20, 093. 88
Accrued Intereat to June 19, 1981 529.62
3. Oro.. proceed. from aale of personal property 3, 228.26
4. Commonwealth of Pennsylvania, 1980 property
tax rebate 150.43
TOTAL
25,750.60
If additional space is necessary, use 8"2" x 11" sheets.
QUESTIONS CONCERNING PROPERTY TRANSFERS
.'
1. Did decedent, within two yems of death, make ,1IIY transfer of any material pmt of his estate without receivinp,
valuable and adequate consideration? (Answer "Yes" or "No",) J~ '
2. Did decedent, within two years of death, transfer property frolll hilllselfi herself to himself/herself and another party
or parties (including a spouse) in joint owncrship? (Answer "Yes" or "No".) -Ho...
3. If the answer to one or two above is "Yes" and the transfers are claimcd 10 be nontaxable, provide Ihe following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physiCian indicating Ihc stilte of decedenl's hCillth "llime of Iransfer.
d. All other information supporting nontaxabilily of trilnsfer.
4. Did decedent, in his/her lifetime, milke any transfer of property without receiving il 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 possibi Iity that the property transferred migl!t return to transferor or hi s/llCr estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".)
b. What was the trans[eree'sage at time of decedellt'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," state whether the right \'/as reserved in decedent alone or 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 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? (Answcr "Yes" or "No".) --
RI:V-4!sj EX" (lO.BO)
COMMONWEA~TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
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(lnstructiami aI/ Reverse Sic/oj
Estate of
JACK O. SCHALLER
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Qarold ". Se haIler
123 West Maln S'r",,,,t
OA 1 ?268 Nenhew Yes 100%
~-,----_._----_.__._---
The above beneficiaries were living at the time of the decedent's death except for the following:
NAME
DATE OF DEATH
If additional space is necessary. use 811" x 1'" sheets.
"
, .
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all propertv, real and personal, owncd by thc decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and int(lngible propcrtV arc to be
included. List reel estate first.
1. Describe all real properlV es indicated in the instructions for Schedule" A". Dcscribe all personal propertv
as indicated in the instructions lor Schedule "B". Include the name. addrcss und relmionship to the
decedent of the co.owner (s) and the date the joint ownership was cstablished,
2. Indicate the total market value of the jointlV owned proper tV.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value 01 the decedcnt's interest.
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Re: Estate of.
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Date of Death
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Dear
i: '.'. ' :~'C')'
In answer to your request concerning accounts owned, either separately or Jointly, by
the above referenced decedent and the balance in each account as of the date of
death, we have checked our records and are submitting the following infonnation in
duplicate. We suggest that yoU file one of these letters attached to the Pennsylvania Inven.
tory forms (RCC) to substantiate the balance yOU report.
Note that we have shown the correct registration for each account. Also, interest accrued to
the date of death, if any, is listed as a separate figure.
Very truly yours,
t' '~.1.:'m '.-~ -~.,:~ 't~"I; :. ;~ or;'!:' ,:'~ ':~,'/
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File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-81-0389
Jack o. Schaller
--
o Original
o Supplemental
o Remainder
REv."a" EX';' lHOI
Estate Name
--
Date al Death
June 19, 1981
Social Security Number
198-10-1210
I, the unde..lgned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the ,.01 and penonol prope,ty as rOl'orted In thelo,egolng
,etum at the v.lues set forth opposite each It om In thelast~'.' ."'~,,. s..~ ..,", ....., ..,", ". .....
.... ,~~,., 6, "61 ' ,~J 1l::r.-4-'
INHER. "NeE TAX APPRAIS
REPORT OF INHERITANCE TAX APPRAISER
INVENTORY
VA~UE AS APPRAISED COOE ADJUSTMENTS
(HARRISBURG USE aN~Yl
$ 35,000 00 00+
25 750 60 10+
none 2ll+
none 30+
60 750 60
40-
REMAINDER APPRAISEMENT caDE
9Z+
Rool Property (Schodule Al
Personal Property (Schedule B)
Jolnt.Hold p,operty (Schedule E)
Transfer. (Schedule C)
93-
TOTA~ GROSS ASSETS
Leu D.bt. and Deduction.
(SCHEOU~E F)
C~EAR VA~UE OF ESTATE
OLlie Estate
o Annuity
RATE
-
FACTOR
PRINCIP~E
VA~UE
-
COOE
-
CODE
COMPUTATION OF TAX
S
S
S
FOR USE OF REGISTER ON~ Y
Tax on $
6%
15%
T ox on $
s_
Tax on $
s
TalC on $
T oX on $
Exemptions
Total Estate
TOT A1- TAX
INTEREST FROM
BA~ANCE
TO
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TAX CREOIT
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FmST AN)) FINAL ACCOUNT 01" IIAIWLlJ C. SCIIALU;H. AIJMINISTI{ATOI{
OF TI-m ESTATE Ole ,lAC I< SClIALLEI{. LATE 01'< THE BOIWUGlI ()Ii' CAI{ L[SLI':.
CUMBEH LAND COUNTY. PJ~NNSYLV j\N LA, DECEASI;;D
PHOPOSIW SCI-jEDULE OF IJISTH !BUT ION
BALANCE FOH DTSTHI13UT ION
$41,124.78
TO:
Harold C. Schaller
123 West Main Street
Waynesboro, I' A 17268
Hesidue of estate
Pal'tial distribution July 15, 1881
Partial distribution August 8, 1981
Partial distribution October 1, 1981,
in kind, the same being the principal
balance due on Installment Sales Con-
tract for property at 146 South Pitt
Street, Carlisle, Pa,
Balanc e for d istribut ion
30,000.00
1,076.0:3
8,000.00
1,048.75
$41,124.78
COMMONWEALTH OF PENNSYLV ANIA)
SS. :
COUNTY OF CUMBEHLAND
Before me, the undersigned officer, personally appeared Harold C. Schaller,
Administrator of the Estate of ,Jack Schaller, Deceased, who, being duly sworn
according to law, deposes and says that the foregoing Proposed Schedule of Distri-
bution is true and correct to the best of his knowledge, information and belief.
Sworn to and subscribed befOl'e me
...<':~?~1~"'~1'~:,Gjay of 1J~'l".J.1 , 1981.
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1nterest on l,'al'met's '\'t'ust Co, NOW account
32.40
22
lntere st on Fal'nw I'S '\'t'ust Co. NOW account.
66,25
TOTi\L INCOME HECElVED
$
196.54
DlSBUH SEMENTS
Accountant claims credit for the following amounts paid:
1981
June 24
24
30
30
July 15
15
15
Checks cleared aftel' death
$ 91. 80
39. 00
18.00
18.00
2,000.00
1,000.00
6.00
2,343.10
180.00
12. 11
26.46
10,04
100.00
Hegister of Wills, Lettel's of Administl'Ution
The Evening Sentinel, advertising Letters
Cumberland Law Journal, advertising Letters
James Kost, services
Mrs. Kenneth Fish, services
David L. Hartzell, MD, Account - $22.00 less
Medicare payment of $16. 00
15 Ew ing Brothers Funeral Home, funeral services
15 Harold C. Schaller, reimbursement of travel
expenses
21 P P & L, account
21 Borough of Cal'lisle, water and sewer
21 DO 1, account
Aug.
4
J~dward Snyder, labor in prepal'ation for sale
4
.James Line, Tax Collector, I'eal estate taxes
$248.68 less tax pro-l'ation of $214, 03
34.65
8
Expenses of public sale of personal propet'ty
577.50
11
Mas1and Associates, lnc" Account-$1806.00
less Mcd icare payment of $] 354. 5G
451. 44
18
UOl, account
9.49
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Rev.455 (l.BO)
COMMONWEA~ TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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_._______._._._.."____~ ._.m'_'__'. "_H,," .. .... . __.._.__...._._
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Estate of JACK O. SCHALLER Date of Dealh June 19, 1981
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Fife No. 21-81-389
Claimant
Relatiol15hip to Decedent
Claimant's Address
ITEM -
NO. OATE NAME OF PAVEE REMARKS AMOUNT
Checks cleared after death 91. 80
Register of Wills Letters of Administration 39.00
The Evenin<t Sentinel Advertisinl! Letters 18.00
Cumberland Law Journal Advertising Letters 18.00
James Kost Services 2, 000. 00
Mrs. Kenneth Fish Services I, 000. 00
David L. Hartzell, M. D. Account $22 00 less lV'Led_lcare 6.00
-. 16.00
Ew ing Brothers Funeral Home Funeral services 2, 343. 10
Harold C. Schaller Reimbursement for travel expenses 180.00
PP&L Account 12 11
. Borough of Carlisle
Water and sewer 26.46
UGI Account 10.04
Edward Snvder Labor in prenaration for sale 100 00
~ames Line, Tax Collector ~~al estate taxef U:~~ 34.65
~ess tax -iJro-ra ion -
Masland Associates, Inc. Account-$1806. 00 less ~~<!l.1flfe 451. 44
Expenses of public sale of perso lal prope rty 577 . 50
JGI Account 9.49
?P&L Account 14.77
Naynesboro Marble & Granite W orks. monument 200. '00
3elveder~ Medical Corporation Account 27 O. 10
'tel!ister of Wills -- -Elling Report of Assets 5.00
'tegister of Wills Flling Debts and Deductions !l on
look~. HOQkfL&_LeJ;lQ____ Realtor's commissions 2,100.00
.- ---.,,--.---.
"
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied Iiobilities incurred by the decedent prior ta his/her death ore deductible ogainst his/her taxable
estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the cost of
administrotian, attorney fees, fiduciary fees, funeral and burial expenses including the cast af a burial lot, tombstone
or gra~e marker and other relat,ed burial expenses.
All debts being claimed against an estate are subiect to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence.to support the decedenl's or the estate's liability for the debts being
claimed should be ottoched to this schedule.
A family exemption may be claimed by 0 spouse of a decedent who died domiciled in Pennsylvania. 1/ there is
no spouse, ar if the spouse has forfeited his/her rights, then any child of the decedent wha is 0 member af the same
household can claim the exemptian. In the event there is na such spouse or child, the exemption can be claimed by
a parent ar parents who are members of the same household os the decedent. The family exemption is allowable only
~gainst assets which pass by a will or by the,Pennsylvania Intestate Laws.
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NOTE: Compensation paid to an estate representative; namely, on executor or administrator, for services
performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income
item should be reported an form PA.40.lndividuallncome Tax Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If'the family exemption is being claimed, indicate the claimant's nome, address and his/her relatianship ta
the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amaunt 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 a brief explanation in the remarks column for each debt claimed.
6. Enter the omaunt af each debt being claimed.
7. The form must be signed by the persan who has ossumed the responsibility for poying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE BYl" x 11" SHEETS.