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LAsT WILL AND'TESTAMENT
OF
HELEN M, MADDOX
I, HELEN M. MADDOX, of Upper Allen Township, Cumberland
County, Pennsylvania, deolau thill to be my Las,t W,nl and
Testament, hereby revoking any will previously maqa byrne.
I ... I diratt the payment of an my just debts and
fu~eral expenses out of my estate as soon as may be praotioal
~fter my death.
II ... I devise and bequeath my tangible Pl'lt'sona+
property, in equal ehares, to mY daughters; JANE MADDOX GARDNER
and HELEN MADDOX YORK. If an unsigned memorandUI1\ of mine ill
found stating desires for the distribution of any particular
ar.tiole, then I trust it will bEl impleml'lnted. If eitharpu",
deceases me, ,her legacy in this paragraph only shalllaPS6,
III ... t devise and bequeath aU the rest., reddue
.. ;,
and, l:'em$indel:' of my estat:a. of whatl:\ver nature and wherever
situate unto .my issue per Iltil1pell.
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IV ... tappoiht my Ilon...in~law, EDWIN YORK, guardian
of any property which passes under this will to any mi'norohild
of hia. Such guard:l.an Ilhall have the power to Ulle prinoipd
_ ~D..., 'r>.t .'-~4-~J'. Page 1
341
OATH 0(<' Pt:RSONA1, Rt:PRt;st:NT,"T1V~
COMMONWBALTHOF PENNSYLVANIA SSI
COUNTY OF CUMBBRLAND
Before 010, the Resister (or tho Probate of Wills end lIrantlnll of Letters of Admitllttratlon In and (or tho C;:ounty of
cumberhln~, porfonally can~ODER'l' B. GARDNER and JAMES K. ARNOLD
who, bolns duly sworn , do
depote and tay that as
exeoutol;~
ofthe latt Will end Testament of Helen ,M. Maddox deceatod
"the~ will well and truly administer thelloQds and ohaltOls, rlllht8 and oredlts ofsald deoooeodooo9rdlnll,to law. And
also will dlllllentlyoomply with the provisions of the law roletlng to :rrllllsfer ,Inhorltanootl Sworn and tubtorlbed bef~re me,
Ai19u~t :1.2, ,P" 19 B 1
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Be It reMemberedthet on the
.,13th day of,
,DlIeREE
August
Hl!lLEN M.
,A;O,.19 a1 , ,therew.. probatod and
MADOOX . lato .of
. , Ctunborland c;:o4nty,Ponnaylvanla,
Gardner and' ..JamuK. Arnold
recor~ed the lot! Will and testament or
Upper Allel1" 'l'own II \'lip
. Decoased. t:el.\or, Tell~al\\en.tary IVerearllntlld to
Witness my hllnd and orflolal seal, tho day and Year aforesaid,
346
Robert 13.
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P~NNSYLVANJA INHERITANCE TAX GENERAL INFORMATION
I. ~RESPONSIBLE FOR RETURN .
.Section 101 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file
a return: '
a, The per80nal reprasentallva of the estate. of the decedent as to properly of the decedent adJ1llnlstertldbyhlm
and such additional property which Is or may be subject to Inheritance TaX of which helshe shall have or
acqul re knowl edga:
b, The transferee ofProrerty upon the transfer. of which Inheritance Tax Is or may be Imposed by the 1961 Statute,
Including a trustee 0 property transferred In trust, provided that no separate return need be made by the transferetl
. of propertylnclud,od In the return of a personal representative,
2, PLACE FOR FILING
Tho,return Is to be flied In duplicate with the Register Of Wills of the county wherein the decedent resided,' .
3,TIME FOA FII..INO
The return Is due nlna rnonUlsaller the decedent's death I unless an extension for filing has been applied for and
granted by the Seqretary of Revenue within tha nine-month period.
4, WJ!BE TO FILE RETURN,
Section 191(lf the 1961 Statute proVides that " . , ,any person who willfully falls to file a return or other repQrt
reqUired of him, . .shall be personallY liable, . .to a penalty of 25% of tha tax ultimately found to bedue Qr $11000
wh,lcnever IS,the lesser to be recovered by the Department of Reyenue os debts of like amount are recoverable by
law.".
5.'~
~~n;r~~~~~t~~~~:n~~hrl~~~,1 ~~:nd~t:r~Jt~t~~I~r.,~~f~;dtd~~ ~t~r~ri~r~d:~dSat St~~hr:~ef~~hr5~l~J~~r al~u:~~~: WI. fe, .
6. fAYM.itnOFT6~
Tho,tax assessed On the transfer of. Plopertyreporled In the return I s due 9 monthS after. ,the decedent's death. .loterest
.a.t.lhe, ra,.te. of6% per. ann.um acc. ru.es ther.,ealler u. nt.1I p.ay. ment.1 s made, All p. ayment.s received are flr..stllP, plied to any
Il1tere.s.t. .whIC.h J1laY be dU..e W,It..h. a.nY rema..ll1der applledtQ the tax. I F TAX., I.SPAID,.W.ITHIN 3 MONTHS .AFTER THE
DEC.EQENT'S DEATH,'A PISCQUN10F 5% OF THE TAX PAYll\ENT IS ALLOWEP,
~~~:~~:~~It b~~'1:.r~'li~ltr.W~"1''l:I.!~.~I~~t~r<<.:~t'h.'''n. ~'.dooid!'( ri~dod."d.'IO
7.t&~Y
i~~et~:e~$~;.W.' "~n,S..t~d.te~~~eat~:rb~~~ p~1~ \~t1~rl~t ~~~OO.tanxe:r~\:yl~e: :eodnf~~a~i:IOtsWnY ~~~hp~~~~[Wml~~h~nd:J~ed~t~,n;11
estate or agalnsl.any'property belonging toa transferee liable for the tax. .
8. FI41N 00 r P ALSE RETU.~N
A~y personwl1o Willfully makeS, a Ial se return or leport required of him shall, In accordanoe I'/Ith SeC\lOn 793' Of the
'I~B1 Stiltulei~e gulltyof,a mls~eme,anor an~, on.convlcllon thereof, shall be sentenced to pay a fine not exceeding
~1,oooorunde.tRolmprlsonmoot not exceeding one year or botll. ,..
tiQll: <CROlpensallonpnld to n.n estate represelltatlve;namely, 1\n executor or admllllstrator, for servlcnpetformed
InadmlnlslerlllQ ",testate Is reportable for, Pennsylvania Income Tax purposes. Tills taxable Income lIem should'be
reported on fO,rm P A.40.lhdlvldunlliicome Tax Return. .,' '".
HI;V~4t>>:1 LXI IUI.nO)
COMMONVlBA~ TH Of I'~NNBV~VANIA
OBPARTMBNT 01' RdVeNUa
TRAN8PBR,INHBRITANCn TAX
RUUIQdNT ,!;ldOd08NT
Esteto OflllllLlllN ,H, 'MAOIlOX
SOHEDULE "0"
llIlNE~ICIAI1IE8
IIl1$fmolfoll$1II1/11lVOrBO Sldo)
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-;' . ". SURVIVED DATE OF'
BBNBFIOIARtll8 ANDADDflUSSllS ,,,I\.ATIONBlllP Dl!OIlDI!NT BIRTH INTI!RI!ST OF BllNBFICIARV
Jane M. Clardll.l.L._~-":' _'p'~9h.t9J;:'_-- 'Ie, ~ ._--* 50' -
2807 Harvard Avenue _....-~-------""'-
CallID IJ~U. 1?1\ ____H_ .- --
.-
HII;en ~, York pauaht.er Yell 50t
16VannQv AvenUe .. , ,
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The o"ove beneflolerleswere living at the time of tha de~.d.nt'. doeth OKcept for the fl,lllowlngl
. NAMI!
OAtil 01' DEATH
"adciltlontllplOtll neo....'y, ute oW' X II" Ihoelt.
INSTRUCTIO"iS f.9.R COMPI.ETlNa.SC~EDUI.E "a"
. . .'0. .. .
Sohedule "E" must Include ell property, real end penonal, owned ~y the deoedent Jointly with enother
party or parties eslolnttenent8 with right of survivorship, Both tangible and Intangible property are to be
InclUded, 1.18t reol estata lIm.
1, Desorlbe all reelproporty as 1l1dlcated In the In~tructlons for8chedulo ~'A", Desorlbe ullperponul proporty
as Indlo"ted In the Instructions for Sohedule "B", I nclllcle the name, adclress ond relotloll~hlp to the
deoudent.of t.l18 co.owner (s) and tho date the lolnt ownership was established.
2" Indloato the total market value of the Jointly owned pro'porty.
3, I nellcat. tho percentage ,of .the decadent's Intorest.
4. lndlcPle the market value of tho deoedent's Intotest,
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INHBRITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21..01~0502
Holan "'. Maddox
ItItV.4U ilK+ ,...ot
.........-...-.------.
CE1 Original
o Supplemenlal
o Remainder
^uguet 9, 1901
106..36~7911Ij
,
REPORT OF INHI!RITANCe TAX APPRAISER
I, Ihe under.l,ned duiy opp.lnted InherllonQe TOll Appr.lser In ond for Ihe C.unly .,
Pennsylvonlo, de re.pe.I",lly reporl Ihol.' 1I0ve oppr.,,,dlhe reol .nd ptrtonol pl9p'er u rllP.e nit ortv. n~
relUm.ol tht volu.. "Ifgrthopp.ilte eooh Item In Ihe.lul o.lumn " the rl I In $oh I.."A', 118.0', "C", .~d I"
p.iedl Novembet' 12 ,t 961
. INH
ItlVltlTORY .
R,.I Pr.pert'! (hhe~"I' A)
P",on.1 Pr.,,,t'! (hhod~I' II)
J.lnhHol4 Pr.p"ty (Iohod,," II)
T'.n'"'' (lohod~lo Il)
TOTM,OROU^,lln
I.,u ll,~.. .nd llo~~"lon'
(,CHlllUl.lI P) .
1l1.1^R V^I.\l1l O"Il'.T^TI
o LlftS.to"
o Annuity
VAI.UI A' APPRAISIll
AllJUITMaHT$
qlllla . (HARRISBURO U'I OHI.Y)
RBMAIHlllR ./lPPR/lIIIMlItlT Ollal
$
No a . 00+
:39,706 26 ta+
9,5t9 00 1Il+
None 10+
49,226 06
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Tl)T~ TAX
IHURUT PROM
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DATil OP pAYMIIN!
AMOUNT PAID DISCOllNT
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INTBRUT
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INTeRBST PROM
Il^LAHCI DUB
llAL/lNCt! $
TO'
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JNFonMATION.
To Inaur~ propor orodll 10 your ooeount, tho nonlO uf tho oallllo ond 1110 numbor .11Ould bo eloarly print.
ad on tha ohack or monay ordar.
Thla 88aoSlmont la modo In aceordoneo wllh Soell"n 700 of tho Inl,orlloneo ond Catola Tax ACI of
19a1 (72 M. i 2406.708).
To tha oxtont Ihat Inhorllanoo 10. I, pnld wllhln Ihreo 13} month. nllor Iho doallt of Iho deeodonl, b
dleoounl 01 flvo (6) poreonll. ellowod (72 P,S. (; 24S6- 716).
Inherllnneo Tax. Olhor thnn lax on 0 fUluro Inloro.l, I. dUll nlllw dnta ollho dooodonl" dOnlh ond bocomea
dellnquenl al Iho explrellon of nino (9) month. ollar Ihodooodonl" dOulh In ,P.S. fi 2408-711). Inhorllnnoe
Tax on o. lUluro IntoreOl la pdv~iJlo wllhln Ihree (3) monlhn ollor Iho tren,'or Inko. offoolln poaao"lon and
anlovmont and la <lollnquont Iho"nllor 172 P.B. fi 2488- 712). Ooloulolo Inlarunl Irom Iho dollnquonl d8l0 ahoWn
on'\ho 1000 of thla form to Iho dRlO of oClunl pnvm~nl ualnu Iho lollowlng Inlern&\ lobln:
"-"""---~--"-"--",---",,,,,,-----,,,,,-,,,,,,,-,,,-,,,--------,,,,,--""'-';'-'....... ---- --- --'---"'--'" ...""-- ...-- "-':""~
1 month .006 4 monlha .020 7 monll,. .036 10 montha .060
2 monlhl .010 6 montha .026 e monlha .040 I 1 montha .068
3 monlhl .Q16 o monlha .030 9 montho .046 12 monlh. .000
1 dnva .00017 I I dnVn .00106 21dnVa ,00362
2 dev, .00034 12 <lnva .0020J 22 <leya .00368
3 dbY, .00061 13 <lnva .00220 23 <l~va ,00396
4 d,ya .00068 14 <lava .90237 24 <love .00403
6 dav, ,00086 16 <lova .00260 26 dava .00420
o deYI .00101 I a dova ,00267 28 deYI ,00437
7 daYI ,00118 1 7 dava .00284 n dBva ',00404 .
9 daVI ,00 136 " 10 dava .0030\ 2e daya ,00471
8 daV~ :00162 19 dRV' .00318 28 dbva .00408
10 d'Va ,00188 20 <loV' .00338 30 dava .00600
t",.- ____"""..._..,___........__........._ ----... ...-- -.... ...-- --..... ....-......- -.... ~ --....---.... ---...- ~....---.._... -'l".........
. 'Anv party In Internat, Including Iho Comnionwoolth amI Iho poreonlll rop".onlallvo,' not entlaflaWWllh
Ihn a"oSlmont mav o~laCI Ihoralo within alxty (00) dnva oft.r r.calplof thla NOlloe 88 provided bv !lactlon
1001 ol,tholnhatltanco.oild Eatnt. To. ADI of 1961172 P.S.!j 2485.1001).
Make 'check or 1110nay ~rdBt payable 10:
"Regislar of Wills, Agant"
Mall to the address listed bolow:
Q[NERAL LNHERITANCE TAX INFORMATION
Unsatisfied Ilablll.tles Incurred by tho docod~nt prior to his/her death ore deductible against his(her taxable
ostatOi In addition to debts Incurred by the decedont or estate, other Items are claimable Including the cast of
admlnl.tratlon, attorney feu, flduclory fe.., funeral and burial expel"" Including the cost of a burial lot, tombstone
or grave marker !lOd othor rolated burial OIlpenso..
All debts \1e'lng claimed against an estate are sublect to the approval of the Reglstolof will. with whom the
Inheritance Toi( Return Is filed. Evldencoto support the decedent'. or the ostate's liability for the debts being
claimed should be attached to this schedule. ..
A family exemption lOllY be claimed by a sPOUIO of a decedent who !lIed domiciled. In Pennsylvania. If.there Is
no spouse, orl,f the SPOUIO has forfeited his/her rights, thon any child of the decedent who I. a member o/th, same
ho.unhold can claim the exempllon. In,the event there I. no such apoU'" or child, the 'Kll11ptlon can be claimed by
a parent or parents who ore members of the some household as the decedent. The family exemption Is allowable only
against assets which pass bY.a will or by thePennaylvanla Int..tate Laws, .
. NOTlil Compensation paid to an ostate representative; namely, on exeautor a'r administrator,' far services
. performed In administering on estate Is reportable for Pannsylvanla Income Tax purposes. This taxable Income
Item should be reported on form PA.40.lndlvlduallncome Tax Return.
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1~ If.th,famlly exempllon labelng claimed, Indlcat, the clalmant'a nome, addrm and hla/heuelutlonahlp to
th, decedent. Enter "family ,x,mptlon" In the remarks column and the omaunl'clalmed In the amount column.
2, A..lgn cori.ecut.lv, numbor. to oach Item listed,
3; Iln'ter th' dote on whl,ch oac.hdsbt was Incurred and/or paid.
4. an,., the n.amea of tllch pay..,
5, Provide a bil,lexplanallon In the remarka aolumnJor eaqh debt claimed.
6. ant,r th, am(lunt.of each debt b.lng cl(llmed.
7. The, fotm muat be algned by. the pe.raoll who haa (Illumed the reaponslblllty forpayll\g the debta.
IP ADDITIONAL SPACe IS NECeSSARY use BY/" x 11" SHEETS.
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ESTATE OF' HELEN M, MADDOX
Late df~he Township of Uppl3r A1ll3n
Oumberland County, Pennsylvania, 'Deceased
,;----
llTA'l'EMENT OF PROPOSED DISTRIBUTION
Balance fOr dJstribution per First
and final Account
$30,764.76
The accountants propose to distribute the
balance for dis~ribution in the following
manner I
TOI "
JaneM. Oardn~r ~ 50%
l/Z of furnitu1=e in Kind
1/345 !lharell of Fast Gard,
in Kind
Cash in tM sum .,of
$150.00
Inc.
...0--
l5,Z32.39
$1.5, 38~ .39,
Helen M. 'YorK ,. 50%
~/Z of.furniture in kind
1,345 liIha'l:es of Fast Gard,
in Kind
Cash in. the sum of
$150.00
Inc.
....0-
}.5,Z32.39
~1513BZ.39
~30J6htl
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LI~Gr: :t01' r~ct tl(13