HomeMy WebLinkAbout81-00486
OATH 010' P~;RSONAI. R~PRES~NTATIVE
COMMONWEALTH OF PENNSYLVANIA SSI
COUNTY OF CUMUI1RLANO
Before me. tlie,Tteslster for the Probpte of Wills pnd sranthuiof Lotters of Admlnletratlbn In pnd for tho County of
Cumborlpnd, personallY came
who, belns dlhvorn
aht'~ K. Re;l.d
I do as depose and sPY that ae. ExecutriX
of the lut Will and Testament of
WadaW . Sefton.
decea$ed
spe ,will well and truly administer the so ods and chllttels, rlshte and credits of $ald deceued accordlns t,o IIIW, And
also will dlllllunt\y comply with the provisions of,the law rolatlng to Trpnefer h\herltances, aworn and subscribed bcforo mO,
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l>ECREE
Bo It remembered thllt ,on the 5th day of AUgust
recorded the laet WI\I,l\nd Testament of Wade W. Sefton
East Pennsboro Township
,A,P,,1981 ,therewa$ pr~bated and
lBte of
,Cumberland county, Penn$ylvanla,
Pecell$od,1..etteU tt'estamentary were granted to
Witness my hatid and Official $eal the day end year afOresaid,
283
dl~ra \C. Reid
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9;h~'~d.
JU{V..'" RXt tHOI
PII. Numb.r_
eatat. Ham.
Oat. of O.ath
INHERITANCE TAX SUMMARY SHEET
(BUREAU__USE ONLY)
Cil Original
o Suppl.m.ntal
o R.malnd"
.21 ~e 1 ~Q486_._
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Social Security Number 194~09~6~94
REPORT OF INHERITANCe TAX APPRAiSeR
. . I, the un~trllgn,.d duly appolnt.d Inherltanoe TaM Appral." In Clnd far the County 0'_ cumbgrlaru1
P,nn.ylvanla, do ,..p.otlvlly "port that I I1ave approl..d the "01 and p.,.onol p",p.t 01 r~ort.d In tIiilCl,.goln~
,.tum at the valun ..t forth oPPOIII. .ach Item In th.IOIt oolumn tlit right In Soh. . . "A", "a", "C", and' I"
Oat.d.
'NO\l'emQer,' 6 r 1981
INVeNTGIIY
11..1 Propllty (Soh.dul. I\)
P....".1 Prop.rl\l (Ioh.dul. I)
J.lnhH.ld Propllty (Ioh.dul. I)
Tr.".'... (Soh.dule C)
TGTAl. OIlGn Annl
~e.. D.bt. and Deduotlon.
(ICHIOUl.e PI
Cl.eAII VA~Ue DP UTATe
o l.l/. I.tolt
O"'nnulty
PDR USB oP :ItBGtSTBR OWLY
T a. an I
T.. an I
Ta. an $
To. an I
Ta. an $
I..mptlona
Totol I..at.
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an
V""'UB II. "I'PR/lIUD
.. "aJUIT"'IHTt
oa,al (H/IlIIII..UIIO un nN~Y)
1I.","ltlalll "PPII"IU"'I.NT ooal
. +
40.
u.
Bill
pACTOII
pRINCII'",e
VA"'ue
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"COMPUT A TIONOP, _"AX
$
$
$
UI
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$-
$
TOTAL TAX
INTeRI$T 1'111,1101
1l"~"NCB
TO
$
$
$
L.... e, "dill., l'
pATH 91' I'AYMeH
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AMOUNT ,PAlO IlI$COI,JN1'
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INTeRUT
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INTeIlUT pRGM
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HEV'44\1 u><t (3.80)
COMMOHWBA~ Tli Of rDHHS~I.V^,HA
OBPARTMIHT OP RftVIHUD
TRAHIPIR IHlilRITAHC,B TAX
UlIOBHT OICIIlIMT
AFFIDAVIT OF
FIDUCIARY
(In.tructlon. on Rev"" $Ide)
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Dote of Oeoth
Jun. 30. 1981
Soclol Security No. Ji.4..QP..6'94
aureou File Ho.
Counly PlloHo.
21..81...486
1. Decedenl dred:
( ) Inte.lole (wllhoul 0 will)
(X) r..I,\lle (leaving 1110'1 wlll--copy attached)
2. l,the filing % ~odeiaIE'Iolo Tox Relurn 'roqulred forlhl. "Iale?
3. (X ) executor/Executrix ( ) Admlnl,trator/ Admlnl.lrolrlx
Namo _~1.an l(.~~
Addrua _W.JL_IlmwP9c:l" A."lL..---...
l(,Qhantubu!!, I .,~ :l.1Q'~
(CITY) I TATal (~IPI
Yea_ No
1t
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, 4. All corre.pondence .hould bo melled fo (X ) Attorney
5. If on otto,rneYIs roprounllng' Ihe o.tolo, lndlcole,
Nani. Mu~.l,1l.. Wa'lt.~"ttt
Addr,e" _ ~2 ~..j; Hdn SL....._.
( ) Plduclory.
1.,'1,1 o,lI)ol. dOPo" 11,1, b, OX~. re, lil,'I.r,ed In Iho de,ll'de,n,t'I 11ndl"',ldUqlnllmtt0, r loin tl y 'tI,"h"" oral o,I\,ollt,l\,for, depUlY,
of Malheri'or In decodenl B Indlv\duol nome with rlghl 0 occe.. by onolnll OB oQenl or dePUlY. InClude Ihe name
O,ndoddrtal of.thebonk or.otherlnstlMI(ln wherelho lofe dIIpoaltbox ',Jocoled, the name (I) In which Ihe box
'.regl~tered lInd Ih~ relollonlhlp ollho lolntholdtll.lo the doc,edonl,' .' '
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IOIT~) "" " ;,H)
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H"MI',l.HP AtibRB.'O~ 8AllK OR UTHeRlwSTITurloH
IHWHICH bec~oEHt MAlHT,l.IHeO A SAFe blPOSIT BOK
"'W"'.... -
HAM~ OR HAMS I I~ WHIQH
,,,~e oIPOl\T ,BilK 1$ RlolneRIO
~
on
14
(J1:an4dl",bt:.,
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U"d.r ponolll.. olperlury, Idoe,l~re Ihollhove ellonih,ed IhlH6Iumi Includll1gQCIl~fl\PQnylnQ .ch.dul..~nd
alolemenl./ and, lO,Ihsboal 01 my knowledge and b.llef It la Irue/ clIrreclllnd complsle..' .
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tl~NSYLV~til^ INHEnl'r^~CE T^X GENr:g~),,-LN)'O.nt1~.TIO~
1. ~SIBLEf.QlLRETURN
Socllon701 of the Inheritance ond Estate 'fox ^cl of 1961 provldos ihat lIlll follllwll1~ porsons shallllropnre and fllo
a return: .
a, Tho porsonal reprosentollVe of the ostete of lho doeodonl a~, to proporly of Iho docodol1tllllllllnlstornd by him.
and such addltlonol property which Is or may bo subioello luhulllilllCO Tax of which 'IU/sho sholl hnvo or .
acqul re knowlodgo;
b,The tronsfereo 01 property upon tho lransfor of which Inhmitaneo lox Is or m(ly bo imposodby the 1961 Statute,
..Inch,dlng 0 truslee of property lronsforred in trust,.providod lhalnll soparnlu rolulIl nood bo mado by \!1O trnnsferoo
of prollerty Includod In tho return of a personal rOIH1lsontatlvo, .
2, PLACE FOR FILING
The return Is to be filed In duplicate with tho Reglstor of Wills of lho county wllerolnlhe docedonl resided.
3.llMEFOR FILING
The rqllHI\ Is due nine nlonlhs allor the deced,ont's death, unlossnnoxtOl.lslon fO,I' filing hns boon al1plledfor nnd
granted by the Secretnry of Rovonue within the nino-month porlod, .
.. 4, EAILURE TO FILE RETURN
Seclion 791 01 tho 1961StalUte provides that "" ,any person who willfully falls 10 file u return or othor report
'requlred,ofhlm,. ,shall be personally Ilablo. , ,\0 0 ponallyof 25% of the lox ulllmntely found to be due or $1,000
whlchever,ls the lesser to be recovered by the Department 01 Rovenuo us debls of like amounl nru recoverable by
law," '
i'.
6.~
Inheritance" Tax. Is payable at the rato o,f 6% o,n trnnsfers to 1I"nen,I descendal1tsl such as father, 1l1Other, husband, wife,
son,daughter, grandchildren, grandpnrent, son:ln.law nnd daughter"ln.lilw and at tho ratn of 15% es 10 all others,
6. FAVI;4gNTOF 1M
the taxass'essed on the tronsfor of property reported InU\o roturnls due 9 ;uonlhsaHertho decedent's dealh, Interest
at.t,he,' rate 9, f 6%per a" nnum ,ac,c, rues thereafter unt\,I, paY"lnent Is Inode, AI,' paYII"IOn\S rec,nl ve,dn, re, II rst appll ed 10, any"
Intere, st WhlChillaYb,ellllewlth a, nY remalnd, er applied to th,e lax, IF TAX IS PAID WITHIN .~MONTHS ^FTER THE
DECEDENT'S DEAJH, A DISCOUNT OF 5% OFTHE TAXnYMENT IS ^LLOWED, ' .
\.- _. ...... '. '.c". _,' ", .. -. - .." '.".. "
All Ch, eo~s,',ShOUld tl"emade payable ,to the Register of Wills of tho cOllnly wlulrelll t110 decodantreslded,ond are
received sublectto the final determination 0.1 the Dopa,r,tment of Revonllll, . .
7, f~JI.VaE TO P,~.Y
The tex,es,' Imposed, together with any Int,orestlhereon. nre,ullonupon ronll,Jf,0l10rlY, ,Whlch,"el1 remains In effect u,nlll
lhe,taxesend Interestlll1VO baen pal a In full. The tnxos llIay be sued 101 M!ninst any real property Inthede,~edent!s
.ostMe or against any property belpnglngto a transfereo Ijnhle for the tax.
a, FILINGOF FALSE RETURN
Ahy person wllo wlllfUllymakesafl1lso return or, report required of'l111115halll In accordmlco with Secllon 793,oflho
1~6lStatute,bogllllly of 11 mlsdomeanorand, on conviction thoroof, sholl bo sontonced to pay a fine no\ exceodlng
$1,.000 orundergo Il11prlsonmentnotexceedlnR ono yelllor bOU1.
W!IfiU9TIONS FOR COMPI.ETING SCHEDULE "E"
S,QhedIJle II,\:" mllst Inolude all property, real and !)areonel, owned by thedeoedent jointly with enother
par,W Qr parties as joint tanents with right of survivorship. Both tangible and \IltanglQle property era to be
'Inoluded. '-1st rQal estate first, .
1, DO$orlbo,all real property as Indloated In thiJ Instruotlons for Sohedule "A", Deecrlba ollllarsono1.property
as Indloated In the Instruotlone lor Schedule "B", 111o\udo the 110lnO, addross mid relatlol1~hlp to tile
de oed ant of the co.ow.ner (el and the data the 101l1t ownorshlp was established,
2, Indloate the,t(ltalmelket value oftholalntly ownod prollerty,
3, ',Ihdloate the peroontagaLol the, deoed8l1t) Intore~t,
4. Indloate the market value of the deoedont's Intero8t.
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Cu~eRAL 1~1;i~~ITANCE TAX ~fQflMAT~
Uneatlsfled !labilities Incurred by the deoedent prior to his/her death are deduotlble egalnethle/I1Br tel<ablo estate,
In addition. to debte Inourratl by the deoedent or altete, other Items are claimable Inoludlng tho oost of adllllnlltratlon,
attorney fooe, flduolarv fees, funeral ~nd burial expeneee Inoludlng the 008t of e burlellot, wnbBtona or grove markor,
All debts bolng olalmed against en eetate ore subjeot to the approvel ofth~ Roglster of Wll18 with whom the
Inherltanoe TaK Ret~lrn Is flledl Evldenoe to eupport the dooedent'e or the eetate'sllablll\y for tho debt8 bBlng ololf'lied
should bll Bttechad to this Rohedllle, .
A family exemption of $2,000 may be olalmed by a spouee of a decadent who dleddomlolled In Penneylvanla,
If therolB no spouse, oJ If tho spouee has forfoltBd hle/hor rights, then eny ohlld of the deoodentwhols a \110mbBr of
the same houeehold oen ololm the eKemptlon:ln the event there Is no suoh spouee or ohlld. the eKemptlon oan be
olalmBdbya parent or parents who are members of tho 8amO houeohold es tho deoedent,The femllY eKemptlonla
alloweble only agolnet seeete whloh paes by a w!ll or by the Ponneylvonla Intoetete Lewe, '
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INS!RUCTIONS FOR COMP~ETINQSCHEDULa"FI/
If'thefemlly oxemptlon Is b8lng olalmed, Indloete the clolmant's name, addroBBend his/her r~latlon8hlPtp tl1,e
.' deoedent, Enter "fomlly eKemptlon" In, the romarkB oolumn and the amount olalmed In ,the Bmount oolumn.
2. Aulgn oon8eoutlve numbers toeaoh Item listed,
3. Enter (he date onwhloh eaoh debt we8Inourrod.and/or pold.
4, lithar thB ,names of oaoh payee,
5, ProvI(le ~ brlof e,Kplanatlcnln the remark8 oolumn for eaoh debt oleJrned,
6, Entor the amount Qf eaoh debt being olalmed, . ,
7, Theferm mllstbe ejgned by tl18 person who hoe assumed the relPon3lblll\yfor peylngtho debts.
.lliFORMATIQ!:L
To In.vre pl'op.r cr.dlt to your oocounl, Ih. nom. 01 tho oelolo and fII. numbor Ihouldbe glOMly print.
.d. on the oheck or money order,
Thll ......m.nt 'I mado In aoogrd,anoo Wllh 80011(,h 700 of Iho Inhorlt.nco ond eltoto To' Act of
leol m P,$, 6 2400.7081,
To the ..t.nt th.t Inhorltance to. 'I I,old within throe (3) monthl aftor tho do.th of Iho docodonl, e
dlloovnt of'flvf(O) perctnt la allowed m P,O, 6 2480.710):
, Inherl\liMo T.., ethor I"anta. ana l~tlHo Inloroll; la duo ct tha dllo ollho dooodanl'a death and beccmo' .
dollnqu.nt at the o.plrellon of nino (0) monlhl ofl., Ihadocodonl'l dO.I" (72 p,s" 6 2480.711). Inhorllanoa
TI' on '. Muro Internl II payabla Within thloo (3) menthl altor Iho tronslor 'IO,kol offaOI In poalol6lon and
anJoym.nt ,ond II dellnqu.nllhero.fleri72P,S, 6 2400"7121, Calculalo Inloro" Irem Iho, dollnquonl dolO .hoWn
on 1,'" faoa of thl. form 10 tho do" <if OClllal paymant ullng tho follewlng Inl.to6t labia: '
......_....M'_.........___..............-.. ..............-..-..... ...-- ...---.......-----...- -... -...- - ......... --.......---.....- ...''';''... - "'" --..-
1 month ,000 4 monlh. ,020 7 montl II ,035 10 mOnthe ,060
2 monlh. ,010 6 monlhl ,026 8 montha ,040 II menth. ,060
3mOntl1' ,016 8 monlh. ,030 o montlll .046 12 monlh' ,080
1 d.ye ,00011 1 I daye ,ootee 2 I dove ,00362
2 daye ,: ,00034 .12 day" ,00203 22 d,aYI ,00300
3 d'YI ,00001 13 dove ,00220 23 dlYI ,00300
4 dlye ,00000 14 d.ye .00237 24 dlyl ,00403
o d.v. ,00080 1 t days .00200 20 daye : 00420
o dayl ,00101 1 daye" ,00207 28 dlyl ,00437
7 dlYI .00110 17 deye ,00284 21 daye ,00404
$ dlyl ,oom 18 deye ,00301 28dave ,00411
e dlyl ,00102 I edays ,00310 29,daYI ,00408
10 d'YI ',00180 20 daye ,00330 30 daYI ,00600
._ ........._...____._................--........ ...___........ ..___.,;,. .........._ _~._~__ .................__~ ......... __,.;.60....,.._........ ...............
^nypartYI~,ln"'..t, Including thaCommenwaahh ond the parlonolloptOOantativa"nOtutittled Wllh
the ......m.l\tmoy obJ.ct thaftto wllhln ol.tY' (BOl dqye after recalnt of 11111' Nelloe as provided by $oCllon
1001 of the Inherlt.nce ond eltate r.. AOI of le81 (12 p,~, 6 2490.1001), .
,.
Make cheok or'tnoneyorderpayableto;
'"Rtlgl$tar of Wills, Agent"
Mall 10 the eddresBllsled beloW;
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I.N THE OOU~T OF CO~ON VLlllAS OF QUMBlllRLAND COUNT.'l. l'ti:.NNS'llNANIA
01\l?lii\NS' COURT DIVISION . ,"
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F'tRST A~P FINAL A, CCOUN,T, OF CL/l.RA 1<., REID 1 lllX, EC,UTRIX, OF TIlE ESTATE
OF WAPE W, SIllFTON, LATE OF THill TOWNSHIP of EAST PENNSBORO '
CUMBERLAND COUNTY, AND CO~ONWlllALTHOF l?IllNNSYLVANIA, PlllClllASED .
DATll:,OF Dll:ATHl J\mlt30. 1981
,pATll:OF ISSUANCE OF LETTlll\\S TESTAMENTARY' Aug\1~j; 5, 1981
PATE OF ADVERTISEMENT OF LlllTTERS TESTAMENTARY I
, . - . . . . . -'
Cumbltr1.aT\d Law JO\1tnall Augu~t 14, 2'1... 28, 1981
We~t shotltTimU1 AU8u~t 13, 20, 27, 1981
PRINCIPAL ACCOUNT
RECE:tPTB
)\OQout\tant Qha't'ges he't'~elf with t,he f,ollowit\lil iteme ofpe't'$~nalj;Y
whioh oomtJl;:1.~1t the d,ecedant 1 ~ total e~tate ,to wit 1
" ,,'
~ COmtUon stQQk~008hares~ a,C.Mu't'phy. Co.
, M sav:Ln~eAccount #01~~S,8e. ~l?eoples l!'etle't'al sav1ng~
't'a't'antulll. P(\
. Cheok1n8Aoc:lOunt iI09"4U964~5 . UniqnNat:Lonal, Bank
" of 'P1tt~butS
. SaviT\seA.c:l13ount UMM030462~7 . Un:l.on National Bank
'. of l.'itt~bu't',~ . , " ,," ' "
. Cheoking A(l(l,out\tiI173.333~6 ~F:\.tst,Bankand" Truet ,Co.
.Cert:l.f1oatltofDepo~:I.t ~ F1r~t Bank and.'l:'ru~t Co.
Cllrt:!.f1oate of, Depo~1t ~ ll':l.r~t Bankapd TtU~t Co..
.(}MSS ~STATE MSETS
$ 4,200.00
6,728.,49
12,360.10
2.575.76
1'.494 171
13,1l5,19
20,167.76
,
,.$60,642.01
g;SBURSEMEJin
Aocountant a~kllotlld1t fo't' the Mllow:l.ng amQunte paid/out ,.
42;00
40.1.8
20.90
310,00
4, ',034 ~,OO
't,4,63
25.00
1$0.00
,60.00
"
M R~gUte't' ofWi'l.h Mfil1ng, he
M>>tl,111.1.\:\.age. ll~Wen We$t ~ n\1Uit\8 care
M h.tdotNewe, ~ ob:l.t\1e:ry
.. l?r,OBpeotOlilllletny A8S00" ~ graVe opening, CMpel \11\11
..G\1Y, Li, Wa1t$'I'S .., f\1net'iat
~ w.,at 'eM'I'jiI, '))1mU -, estate Mtioe'l'\lpl:!.Qaj;:!.ot\ .
_ 11.pnaf\iQSP\ltg Famlly1?t'~ot:\.O$ "med:l.Cl~l" '"
" oump$rland Maw JO\1tnal ~ estatenotioe p\1btiClat:l.on
M Register of W:l.lls M filing ~O(lOunt
\.I~lI~ 101 l'^~~ 1''(0
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~.Mut',t'el R., Waltet's, I,n ~ Attot'ney's Fee'
~ \\e'gistet' of Wills ~pennsylvan;l.a Inheritance Tax
TOTAL DlSUURSEMENTS
,2,800.00
3,033;39
$10,458.10
RltOAUTUJ.ATION
~ROSS ltSTA~$ ASSjtTS
LESSI PlSUURSEMmNTS
UALANCE ON HANDS OF ACCOUNTANT FOR PISTRIUUTION
$60,642.01
10,458.'1.,0
$50.183.91.
COMMONWEALTH OT!' PENNSYLVANIA
COUNTY',OT!' C\JMBERt;AND
SII.
1?e'!:' sonallY appeat'eQ be fo'!:'e me, the unden igned,. of f icet' I a
N,ota,t', Y' P"ublic,in and fO,t' aa,idCommonwealth and OO,un,tY1 ,Cla'!:'a' K.
\\eid, Ex,cut'!:~x of, the l!ls~ate ofWadeW . Sefton , late o:tlthe ..
,TownshiP. of ltast l?ennsbot'o, cumbet'land County" Pennsy'1.vada I"
decBal!lIQ 1 who being duly swornaocot'p:\..ng to law 1 depossl! and sayll
that she is the ACQoUntant in the annexed Acoount :and tl1at the
s~id Accountistt'ue, and oot'rect to ,the best Of her knowhdge,
in:tlot'ma~i~m and belief ,snQ tl1at the,t's are no unp'ai\1clteditot'S to
be notified of ,the fU~ng of this Mcount and that writtlltn notioe
Of the filing ,of' this Aooount and t;,he daY o,f' pt'oplilSeddeot'seof
o,onfit', me.tion has been S"iven to all pet' sOnS who have any intereS\;
in theUta.te as. beneficiat'ies ,q
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