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HomeMy WebLinkAbout81-00529 \ , ~ 1-1 ~ ~ Ul ~ p., . . == CJ ~ 0, ~ 0 l%l [j Ul 1-1 lil ,gj (j l/) ..... 00 - I 0 ..... " N .. ... \D . CI "~,' a! ~ a:: Ul ~ 0 :: .. Eo< 3 .J .. U) ~ . ....l .. " . ti ). ~ ....l " "' . H Z, ::; ;2 ;3: Z 0: . 0 0 < 0 .,; ii: .. ..:l .. 0 < .. ~ .r.. ..... r. ---:.. .~ .r> OATH OF PERSONAL R.;PRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me. the Regisler for the Probale of Wills and granting of Lelters of Administration in and for the County of Cumberland, personally came ESTHER S. WILSON ond MARY E. BIRCHMIRE who, being duly ''s'worn ,do depose and say that as executrices of the last Will and Tcstament of CLARA E. STONE deceased they 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. Swor n and subscribed before me. r ---A.D.. 19~ X ..~./' I ,,/ ,C,'l L,' Esther S. Wi so~ ,)' , ')? G C ' tf 7'1A,.L 7 /(J<.-l-C/..../)1tA,u'j fVl"ory . rCliiiiire------------------- ~ ro: O'l ~: 'f""'4r o:J~ .; co: N; .j->j rIl: ;:l: ..-: ~ ~ .0:: ~ - - .~ ::: c:: .. .~ "i C! 'e 1 0 ~ ~ 'i "'Cl .... c:: ~ .~ os r,.. DECREE Be it remembered that on the 28th day of Au/,:ust .A.D..19_~, there was probated and recorded thelast Will and Testament of_ Clara E. Stone late of Carlisle . Cumberland County. Pennsylvania. Deceased. l.clten Testamentary were granted 10 WitnCfs my hand and official seal the day and year aforesaid. Enther S. Wilson & Mary E. Birchmire . . 406 " ':;; f!, ~ ~ .' .. ' ,...." .. ! ~ ... ~. .. ,lJ/t-14' ~: ./5- /:vr''''' , "/ / Realster ['[" "G\. "',. \1', iA_ill I'owm or AllOI:NEY INSURANCE COMPANY OF NOlnH AMHUCA PltI\.ADW'IIIA, PA. ~,.'11,)1 fCe' j ,,)J Know all men by these presents: Th,1t the INSURANCE COMPANY or NORTH AMERICA, a rorporation of Ihe COllllllonweailh of Penns}'I\'Jnia, having its principal office in the City of Phii,d~lphia, Pennsylvania, pursuant to the following Resolution, which was "dopted by the BOoHd of Directors of the solid Company on May 28, 19i5, to wit: "R[SOlVEO. punuanl to Articles 3.6 and 5,' of the By-law), the following Rule~ shall gO'o'r.IO the c);l'cution for the Company of bonds, under. tlkings, recogniunces, conlrach ilnd other writings in the nature thereof: (1) Tholl the President, or any Vice. President, Assistant Vice-President, Resident Vicc.rrcsidcnt or Allorney.in-fact, may cllcculc for and in behalf of Iht Company ~ny and all bonds, undertakings, recognizances. ('".)nltacls and other writings in the ""lure thereof, the same to be alle~ted when nc(culry by the Secreury. an ^~~i~tant Secretary or a R(.~idcnt AHi~lant Scerl'tary and the seaf o( the Compdny affixed Ihctt,.!o; and Ih.t the Pre~jdl'nl or any Vice.rrl'~idenl may appoint and authorIze Rl.'~idl'nt VI(e.rH.~~id{'nl~, R(.'~ld{'nt A~~i..lant Srcr('taric~ and Altolne)'~.in.f'act to ~o Ckccute or alleS! to the e.ecution of all such writings on behalf of the Com pan)' and to affo: thc ~cal of the Company thereto. (2) Any such writing eKecuted in accordance with the~c Rules ~hall be as binding upon the Company in any case as though signed by the President and IlIested by the Secretary. (31 The signature of the rre~ident or a Vice. President and the ~eal of the Company may be aHiKed by facsimile on any power of attorney granted pursuant 10 this Re~olution. and the ~isnature of a ccrtifying officer and the seal of the Company may be affixed by facsimile to any certificate of ,any such power, and any such power or cerlificate bearing such facsimile signature and ~Nl shall be valid and binding on the Company. 141 Such Resident Officers and Al1orneys.in.fact !lh.l! have authority to (ertify or verify copies of this Re~olulion, the By.laws of the Company. and any affidavit or wcord of the Company necessary to the discharge of their duties, (5) The passage of this Resolution does nol revoke any earlier authOrity granled by Resolution of the Board of Directors on June 9. 1953." does hereby nominate, constitute and appoint DAVID O. LILLICH, of the City of Carlisle, state of Pennsylvania , each individually if there be more than one named, its true and lawful allorney-in-fact, to make, execute, seal and deliver on its behaif, and as its act and deed any and all bonds, undertakings, recognizances, contracts, and other writings in the nature thereof in penalties not exceeding FIVE HUNDRED THOUSAND __________________________DOLLARS ($.~9.0,9.0P.,.QO,...) each, and the execution of such writings in pursuance of these presents, shall be as binding upon said Company, as fully and amply, as if they had been duly executed and acknowledged by the regularly elected officers of the Company at its principai office. IN WITNESS WHEREOF, the said ...,...............!:I~9.!M.L...~.,...f.9.I?qJ.L.,....,........................, Vice-President, has hereunto subscribe~ his name and affixed the corporate seal of the said INSURANCE COMPANY OF NORTH AMERICA this ............ ...................~.~!:........,..... day of .....,.............,.....",.........!'\;a.Y......,......,.........,.....,....... 19..!!.~...,....... (SEAl) b&~.:!:~~ ~~::~:..~.~.~.::~ MICHAEL B:..;;too~ Vice.President STATE OF ILLINOIS } COUNTY OF COOK ll. On this..,......,.,..l.4.1;h....,.,...............day of.,......,...,...,.....,...,!1ay.......,...,............,......., A.D. 1981......., before me, a Notary Public of the STATE OF ILLINOIS in and for the County of COOK came .......MICHAEL..B..,..FODOR,.......,......,................ ................................................................, Vice. President of the INSURANCE COMPANY OF NORTH AMERICA 10 me personally kno....n to be the individual and officer who executed the preceding instrument, and he acknowledged that he executed the same, and thaI the seat affixed to Ihe preceding instrument is the corporate seal of said Compan\'; that the said corporate seal and his signature were duly affixed by the authority and direction of lhe said corporation, and tha: Resolution. adopted by the Board of Directors of said Company, referred to in the preceding instrument, is now in force. IN TESTIMONY WHEREOF, I ha" hereunto set my hand and affixed my official seal al the Cily of CHICAGO the dal and year first above written. ... ~."I((~..4..(~./....................... , eO.-.. . PHYLLIS DUBAK MillY Pubhc. , ,SEAU' , ' ... ".': My commission expires 2/6/85 'J ... ,1, :l1e UndNSlgneo,:;;.;x,;;i,Xt:S,'"el.n 01 ISSURANCE CO~\PAN" OF NORTIl AMERICA, do hereb\' certify that ) \\b~oel\""II'OWER Of A1TORNEY, of whICh :he toll'~("ng a full, lflle and <OlIe(t copy, is In full foree and effect. ,', 'I:\'~ ,'In witness whereof, I ~'" I-(("qwto sub""hed m ame.. :tLx;....unt se':Netal)" ;"xed Ihe corporale seal ", ~ 'b{~h"e,l,C~tp'oration, th:s...,...C~/..:............ day'. .,..'71, "'-~" '-<.".b.. 19 "~...... I>_j..... .-1'" .~ / ,.. . . ..-" '..-I'~ :: '!SE:o.U / ...~.~~........................,..............- _. ___- JN~ES S. ~IYI.1 E ~,;(~!XSen.t.ry es,.Ul:>>U ha. in U.S.A. Ri:. V-U9 E x+ 19ooll0) COMMONWEAL TH OF PENNSYLVANIA OEPARlMENT OF REVENUE tRANSFER INHERIHNCE HX RESIOENT OECEDEHT STATEMENT OF FIDUCIARY (Instructions on Reverse Sid3) ~~ '" ,. ~- Estote 01 CLARA E. STONE Lost Address 520 N. West St. Carlisle, Pennsylvania 17013 Dote of Deoth .AUllUatJZ.J.9JlL-.- Social Security No. 186-3.3-4192 Slate File No. ---~ {CITYI (ST"'.EI tllP) County File No. 21-81-529 1. Decedent died: ( ) Intestate (without a will) ( X) Testate (leaving a last will--copy otlached) 2. Is the filing 01 0 Federol Estate Tox Return required lor this eslate? Yes_ No X 3. (X) Executorices ( ) Administrotor 'U~JI,l(~~~Jstb~ 5_ Wilson 213 Gravel Bend R?ad Nome M...ry F Bir,.hm;r" Address 59 Oak St. Pennsville, New Jersey 08070 (CITY) (S1ATC) Ch...,.y Hill r New Jersey (ZIP) 08034- Fiduciary. Name Marion R. Lower. Esq. Telephone No. 249-4910 ( , ~ ,- :.~' P' ~"t.l~ '~,ln , ,~. 'C) ":'~, ,:.0 ::; r. , .; .;'J ".. ~ "t:; "J 4. All correspondence should be moi led to ( X) Attorney 5. \I on attorney is representing the estate, indlcote: Address 3\ S. Hanover St. List 011 sale deposit boxes registered in the decedent's individuol name, or jointly with, or as on agenl 01 deputy 01 another, or in decedent's individuo\ nome with right 01 access by another os ogent or deputy. Include the name and address 01 the bonk or other institution where the sole deposit box is lacoted, the nome (s) in which the box is registered and the relationship 01 the ioint holders to the decedent. Corlisle, Penno_ 17()13 (CITYI (HAif..) (:IPt ~- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION 'N WHICH DECEDENT MAINTAINED A SAFE DEPOSIT IIDX NAME OR NAMES IN WHICH SAFE DE~ BOX IS REGISTEREO RELATIONSHIP OF JOIHT HOLDERS TO DECEDENT Commonweallh Naliono~ Bank IN. HaMver St., Carlisle, Penna. 170\3 Under penDlties 01 perjury, I doctore that I have ..omined Ihis return, including accompanying schedales nnd statements, and to the but 01 my knowledlle.J1nd beliel it. is ti;Ue, conccl and complete. )~':~...1. ~_~ _ i. ,... > . ~ 1..1 (t /.IJ (1. It ~G.....tl'RE OF fIOUL'"i''' If ,-' . ~ -, , . .. -~.. ....-.- .. .j! ./ ~ .~ O..tE 11-~0-& ,~ PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acquire knowledge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of properly transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with tlle Register of Wills of the county wherein the decedent resided, 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for tiling has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in.law and dauR\1ter-in.law and at the rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or againslany property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person 11110 willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonmoot not exceeding one year or both. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in adminisleiing an estate is repOllable for Penllsylvania Income Tax purposes. This taxable income item should be reported on fOlln P/l.-40.lndividuatlncome Tax Return. ., \ . \i ILL I, CLARA E. STONE, of CArlisle, Cu~berl&nd County, Pennsyl- vania, bei~g of Bound mind and body, cnd fully BFpreciating the extent of my worldly estate and the natural objects of my bounty, do make this as and fOl' rr,y last \I'ill and testament and hereby revoke all \iills ~.r,d coc.~.cn~, to Id.11.5 by ne heretofore m8.de. FIRST: I give, d~vi~e, and bequeath to ~y be10ved husband, Harvey \~. Stone I all my real "od personal c:.:tu1..e I \.!I,crGsoever the same may be LIt th[J Lil.1e of my death. If r:.y :suie! !:u,'b,;r:d does not sun'iv;! me I give, d(Jvi~;e, and becl\:ea"h the 5a~~(; to r.;y children, E~;ther s. \';ilson of Chel'r}' Hill, heN Jersey, !.iildred S. Barock of Balti~ore, Maryland, ~Bry E. Birchrire ofPennsville, New Jersey, Clyde D. Stone of 729 Hcgcstown Road, J.:(;chanicsburg, Pennsylvania, Char]otta R. ~tcne, now ~n the U. S. ~evy and stationed in Penscola, Florida, iind J bck Vi. Stone, Penn5ville; lieVi J erDey in equal shares. :>ECOlm: For the purposes of this will, .:;. pel'son shall not be dcen~~ to 3urvivB mB if such Ders~n die: within thirty (30) days of my death.' . THIRD: I appoint. my beloved h\"sbLlnd, Hal'VB)' 'l-i. Stone, executor to ~ ettle "IY ecta';.e. Sheul d my Lus Dand, iiarv'i:Y vi. Stone, fail to qualify or cease to act as eXecutor, I appoint j,:ary r;. Eirch:r.ire and Esther S. viilson executricGs to settle my est"te. I direct that the services of Marion R. Lower, httorney at Law, of Carlisle, Pa., be used in the settlement of my estate. l.l~ WITNESS V:HEREOF, I hereunto set J,lY hand and seal this day of !"" 'd ,lS,67. t' J /' ~), .....l '.7, \_.../:11, Cli,ra ,'1 ':_- (. .">.'"th{,- .:,,, E. Stone (SEAL) SiGned, sealed, published, Dnd d~cl~r~d Ly Clara E. Stone, the a.DOVC nE.m~d t-3st~trix, &s ,:.nd fer Li.;r l~,st h'j 11 ~:1d ';,(;:;tar...ent, on tl,is sinGle .:cl.Gct of p",,'0r, .in the ':.l""'''''llce of us, who, in her p"e,,'ence, at her rQquest, End in the F'csence of eE.ch 0ther, have her0~n~o ~ct our h~nds ~~ ~tt~Stil]g witne~$es~ --_.- -.----..-.,-.----.--- .._--- i(EV"ol:JI t..;..<t Uj"fI('lJ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT' OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY ~~~~. t a ',. , . ..i~t~ ' ::.,~,,.\::~~t":::~t, .,>.'.',~~!....>:.~' (Instfllctions Oil Rt!Vcrsc Sidc) Estate of CLARA E. STONE ITEM NO. DESCRIPTION UNIT YALUE ESTIMA TED MARKET VALUE DEPARTMENT YALUATION /OFFICIAL USE ONL Y/ I. 50 shares, commol1stock, C.H. M'l,oIalld ,30 S:ms, Cert. No. 02486 dated 12-2'~-66, in names of Clal'a E. 8. Harvey W. Stone, who predecea,ed Clara E. Stone, date of dea~h value (Aug. 17, 1981) ................ 2. 50 shares, common stock, A. T .&T Co., Cert. No. 0393-5786 dated 3-10-69, date of dealh value. . .. .. . 3. rudential Life Ins. ,'75-629-430 d,]I'ed 9-17-28, "" beneficiary, $310.00, face amount $1,0\4.30 plus into $9.37 (see attached) ....... . . . . . . . .. . . . . . . . . . . .. . 4. rudential Life Ins., , 4'?-351-433 dated 5-24-20 - no beneficiary, $177.00 - Fact amount $657.36 plus into $6.17 (See attached). . .. . . . . . . . . . .. . . . . . . . . . . . . .. . 6.875 per sh S 343.75 $58.25 $ 2,912.50 per sh. 1,023.67 663.53 5. Prudential Life Ins., *540-702-024 dCll'ed 2-!5-54, pd 2-17-64, Harvey W. Stone, deceased, beneficiary, $500.00, fact amount $812.98 plus $7.54 interest.... . 6. Commonwealth 'Nlationol Bank, Carlisle, Pa., checking account '182-882207-0, bal. as of Aug. 17, 1981, {Itr at ch} $ $ 820.52 375.58 7. $ 8,806.14 ammonwealth National Bank, Carlisle, Pa., checking account '182-882578-4, bal. as of Aug. 17, 1981 {Itr att ch} 8. CQmmonwealth National Bank, savings acct. (evergreen) $ '18-0010268-1 principal $12,023.84 plus interest as of date of death $70.61 {ltr attach} 9. Carlisle Building & Ln Assoc., Acct. 30409, principal $ $5,494.69 plus into as of date of death $39.88{see Itr at.) 10. Carlisle Building & Ln Assoc., acct. 30410, principal $6,954.17 plus into as of date of death $50.48 (see hr. tt) II. Capital Blue Crass, Refund 12. Premium refund, World Life & Health Insurance Co. of $ Penna., '9028577 13. Christmas Club, Commonwealth Nat'l Bank, '19-06000361 $ 14. II Series H Bonds's DII965579H through 011965589 @ $500.00 plus $583.11 interest unpd to decedent for mnths of June thru Aug. to date af death, 8-17-81 (see attach ) 15. 6 Series H Bonds's M17784911H thru MI7784916H ,'!) $1000 00 ~~IUS $636,.12 in, terest unpd to dec. for mnths of J,u ,ne thru 16. 4 ~~i:: ~til~~~If:"v~jt25~~\~~ V5342527H I,l! $5000. , ~~~~Ja;~~Q.:nu.npd l.~! for mnlhs of June thru Au!!. to 0 PAGE I - TOTAL 12,094.45 5,534.57 7,004.17 10.22 31.10 18.00 6,083.11 6,636.12 22,121.08 74,478.51 7<11/ Ti' ,rt ___..:..1__.._"_.._ , A'b If iidditi:r.c! ~;:cte is ~e-c('ssnry" use 811" x 11ft sheets. ,H~V~4:11 ,.~... i~~eol COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT'OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY ~ ~.~, , ,~"~!~Y,..,' ..J' .'^' .... \~ t:"'~';~~tP.~~:ilt. (Instructions 011 Reverse Side) Estate of CLARA E. STONE ITEM UNIT ESTIMA TED DEPARTMENT NO. DESCRIPTION YALUE MARK ET VALUATION YALUE {OFFICIAL USE ONL Yl PAGE I Total BROUGH FORWAR $ 74,478.51 17. Refund of World Life Insurance Co. of money spent for $ 448.60 medical expenses 18. Personal pl'~erty of Clara E. Stone, the market value as $ 10,005 .00 date of eatll per affidavit attached L PAGE 2 ----- II odditional space is necessory, use B'l" x 11" sheets. Page 2 of 2 pages. TOTAL $ 84 932.11 j".t/. <I J-? /I .A'lf PiridiJlitlsl The Prudential Imuranco Company of America Statement of Claim Benefit 1. Death [f 2, Matured Endowment 0 Dati! 10/2/81 'nsured 9.~~~,~", ~,~'" ,~,~~~,~,....., ....."" ....",......." .........' ...."..., "." Pnyoo ,,,,J:laJ:Y.., ,f""" ,lli J:,chmJ.:t: e,.. "ElIec,u,t.r,J.~IL.. ""..." ," Mary E. Birchmire, ElIecutrice % M.R. Lower, Esq. 31 S. Hanover St. Carlisle, PA 17013 Representative ,..,,0 f,f;.ic.a,.......,.." "............ ...." ..., ............, ",,,..,, '" Please soc paragraph(sl .....,.....................,..,.... {parogroph 1 below - 2 thru G on rcvarse sidel Policy Benefits Deductions number FHce amount Amount of Advance DADS'" Interest Dividends Lien/Loan Interest on Prcmiumsin insurance premiums DNOVA'" or pd, up Lien/Loan arrears returned additions 49 351 433 $657.36 $ $ $ $6.17 $ $ $ $ 75 629 430 1,014.30 9.37 40 702 024 812.98 7.54 Paragraph 1 .. Accidental death benefit "." Non-occupational vchide accident death benefit Tot.1 B.nefit' $2,507.72 Total Deductions Amount Ply.blt $2,507.72 I Comb 80280 I Ed 8.79 (Se~ other side) Printed in U,S,A, " i I I I -,--,---l \ ,\ ~~ ' , ..... l C.'I'" \ , , " \ ' , ~ ' , " ~ '" ~ 1, \ I t\ \ 0.0~.;\ I :~i \ ~1i \ \ 1 I" .... \ ""T - '-,"'-\- \ 'l(,'::-::':~~' " 1 \ '.1\ ,...0"" \ ,,) \':j..... '-", ...... ........ ..... ~,~,) ~ H t! \ ~\ \ j'll " '\ ' " \ \ '... \" ~, ':",:' \ " \ \' \ '-- ~ \ ''::,' I" .; 4 ".. ': I z II. -(:.(' L---! 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I' >...J: ..."'0 . -on .... .~ .... .~ I' /,...t - .. ~.. ro. _r". ......--1 ..~...~ ~fl["~ 0( I ~~~L~.. ''",00 L ,,~..... 0_ ~\; -lie'- L .....r' ,,:'.';::JI' ;('.... _11 ...;:.o~\ .:~:)~ 1 7.A."'l:., I 0...11. X. ~...Q~ ' -:: ~ I .. V r \ ~\ ~ C);c " \) '. "", ...; , .. \. -:"t.""'J.,~ l "I .. ." ~" i ~l '-'. "l , "" , .,1 ~( ,,'I "-. . ' ~l, ~ II: ,,' ~fJ :j " "Ii . I ~;~ ~1 ", \.>\ ' " ~{',?j \ I <! o '" '" ... " ~ '. Ie '" u '-:I ':r. \'-. \ 't I t.., ~ .'), \:, ~ :i % I >- " ., .. i3 u " , , " Ij. ''lJ ~ ~ '1: ~, '-.i t' . '!~ \~ ~ ~ . ~ ~ ~ ~!~ J ,l~ I~ I :/ I' ~ :" \ ~ ~ ~ " :;j ~~.I I ! ~"j Z . I' _' 1_:':::~;~ltd~ 5 I I I j , _ It' I I:; i I :J -JI .\ i ~ I ~,'; )~ \:, ',;, ~i I S! I .,' )1 ~.,,, ":1 . ... ~I I ~ Ii ~f I,,~ ~ .~! , ~' '1. ';, ~"'\"l ~ I"" \. ..n " J '",) I I" . ..., I 1 1 I I I I \ \ I , I 1 i , i I I I I I I i I ! I I \ \ i \ I I I I \ \ I I I \ I I I , i I I I I ! I i I I i 1 I \ I \ 1 I I I \ 1 I ! i I I i i I I - I I I ---' I i I i I I I I I I , I , ! I I I I i ! , i I \ i i "KIXU,' -"~1"-- b ,~f-{, ~-~E,~ .D Ilq {p55 7 q 1-/ o;;Udttlgn D II q &56- t9 H M 1776'4Q / / H ~9h M /77 8L/9 10 1-1- // 53 L/C25()Lj 1-1 . ~h V 53L1-0lSr2 7 H ' //@ 600,00 0@ /000.00 4 @ 50{)O .()O f^~ ...!Jo:a- Of. /Jear.IJ - ~ /~ NJ?! I , . s 01d. fJairL j/YV ~ ~ ~>?Lbek/ {~) ~ cJ().gl C)fMV' .;2() .JI Cfd. II. 3q {lutt. i -.63.01 '-flL/v JMxd-. "~I ;i /C()o5> J-t;. tt;;L ~. 41.fo~ C)ul-. Cl& ' 17 8' a.u.fj , f1f /0&, 08-- ...fJAN.J.xr>vJ.- J<J-UvL :[a3.11 J~ $ fLJ3f.L>. /~ a:a;."5 tYk)t, /0 ~ o,}Of, /0 ~ IIL/-.07 aut- !/.52J().027 jWU ~ ~..1rW-. .t?;3L/O .al ::j " JoiAL $c2JOlI. {)f QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two yems of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another palty 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 time of transfer. b. Copy of death celtificate. c. Affidavit by the attending physician indicating the state of decedent's health at time 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" 01 "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 properly transferred or income tilelefrom? (Answer "Yes" or "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 "Ves" or "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".) 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 ( ). RE.V.4!i4 (loBO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ~~, ~ (lllsrmct;rHlS on Rf!v/,'f!W Sirk') Estate 01 CLARA E. STONE - . - -. P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET 't DECEDENT'S VALUATION NO. VALUE N INTEREST IOfficial Use Onlvl T 'C:'., - I I. :ommonwealth Nat'l Bank, checkirg acct. 375.5B 50"A> 187.79 #IB2-BB25n-6, acct. at date of death, B-17-81, I acct joint with Charlette R. Stone I I \ , I ! i I ! 'I I I i ;, I , I i I I i i , I i , i I , , , , _.- - TOTAL THIS PAGE $ 187.79 J i? 7? ,..e' .l:J . . , INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Scheduie "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tan!]iblt! apd intangible property are to be included. List real estate firs!. 1. Describe all real property as indicated in the instructions for Schedule "A", Describe all personal property as indicated in the instructions (or Schedule "B", Include ti,e name, address and relatiollship to the decedent of the co'owner (s) and the date the joint ownership was establislled, 2. Indicate the total market villue of the jointly owned property, 3. Indicate the percentage of the decedent's interl!s!. 4. Indicate the market value of the decedent's interest. -~--------_..--_._._--- C '" I:) n ;V tT\ .. ,. ;I- 0 0 I:) <j, " ::; Z C'l n c-: I:) "' Z "" 7- - tT\ m ;>: /. ;;;l ;l- e ::: 9 r- z '/. tT\ "' I,," ..., ~ 9 9 ',," -:: <rl tT\ OJ> '/. 0 <rJ 0 ..., 9 "11 '" ;ll ~ I .. 0 ..., 'rj - 'rj 0 - z n I - .. i 1"" I c OJ> r>l 0 Z -< -< g tT1 tT1 ;J> ;J> ;;;l ;;;l I I ..---. REY.484 EX+ tHO) It-lHERITAt-lCE TAX SUMMARY SHEET (BUREAU USE ONLY) [} Original o Supplemental o Remainder 1 Fi I e Number 21-81-0529 Estate Nome Clara E. Stone Dote 01 Death August 17, 1981 Social Security Number 186-38-4192 I, th. und.rllgn.d duly appalnt.d Inheritance To. Apprai..r In and for the County 01 Cumberland Pennlylvanla, do relpectfully report that I hove approi..d the r.al and personal property as reported in theloregolng retum at the values let forth oppollte eoch Item In the 10lt column to the right in Sch ul.." A". "B", "C", and "E" REPORT OF INHERITANCE TAX APPRAISER I Dat.d: December 16, 1981 vr I l INH I IHVEHTORY VALUE AS APPRAISED CODE ADJUSTMEHTS I REMAINDER APPRAISEMEHT CODE (HARRISBURG USE ONLY) R.ol Proporty (Sch.dul. A) S 000 00 00+ 12+ \ ! P.rsonal Property (Schedul. B) 84,932 11 10+ I Jolnt.H.ld Prop.rty (Sch.dul. E) 187 79 20+ \ Tron.lor. (Sch.~ul. C) NONE 30+ J TOT AL GROSS ASSETS 120,119 90 i i L... O.bt. and O.ductlons 010- n- ! (SCHEDULE F) i i CLEAR VALUE OF ESTATE ! o Life Elto'" RATE FACTOR PRINCIPLE VALUE CODE - - o Annuity -' -- FOR USE OF REGISTER OHL Y To. on $ ~ COMPUTATION OF TAX 5 5 5 6% lS% To. on $ Tu 0,,$ 5_ Tall I)" S 5 TOIl on S Enmptlon. T otol E'late TOTAl. TAX INTEREST FROhl BALANCE TO 5 5 5 TAX CREDIT \"eu C,edlts DATE OF PAYhlENT AMOUNT PAID 5 5_ INTEREST FRO'"' BALANCE DUE . .' J/-303~S \~.1500 EX + (9-8') BUREAO OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG, PA 17105 SUPPLEMENTAL INHERITANCE TAX RETURN RESIDENT DECEDENT File Number _ 21-81-529 Decedent's Neme (Lest, First, and Middle Initial! DECEASED STONE CLARA E. Sociel Security Number 186-38-4192 1. Original Return 0 Dele of Deeth Decedent's Address 520 N. West St. Carlisle, PemlJ, 17013 6LDCKS -I - I 2. Supplemental Return ~ Orig. filed: 1T--23-BI 5. Federel Estate Tax 0 Return Required. 6. Decedent died testate n 7. Decadent maintained e Iiying 0 8. Number 01 sale deposit [jJ (Attech copy 01 Will) l2S.J trust (Attach copy 01 trust! boxes inventoried All correspondence and confidential tex information .houid be directed to: 3. R,m.inder Return 0 CHECK APPRO. PRIATE 4.weellateO ~ CDRRE. SPDNDENT Name Marion R. Lower Es Telephone No. 71 Address 32 W. Hi9h St.. Rm 105 Carlisle Penna. 17013 249-4910 City State Zi I I \ 1 \ ! \ I 1 1 , . l i i I I 'i Recapituletien 1. Reel Estate (Schedule A) ( 11 2. Stocks and 80nds (Schedule 81 ( 2) 3. Closely Held Stock/Partn."hip Interest (Schedule CI ( 3) 4, Mortgages and Notes (Schedule 0) ( 41 5. Cash & Miscellaneous P."on.1 Property (Schedule E) ( 5) RECAPIT. 6. Jointly Owned Property (Schedule F) ( 6) ULATlDN 7. Transfe.. (Schedule G) ( 71 8. Total Gross Assets (total lines '.7) AND 9. Funerel Expenses Administrative CostslMiscelleneous Expenses (Schedul. HI ( 9) TAX 10. Debts/Mortgeges/L1ens (Schedule I! OOi 11. Total Deductions (totellines 9 & 101 12. Net Value of Estate (line 8 minus line 111 CALCU, 13. Cheriteble 8equests (Schedule J) LATIDN 14. Net Velue subject to tax (line 12 minus line 131 0.00 o 00 o 00 000 450 RO o 00 0.00 ( 81 1450.80 Computation of Tax 15. Amount of line 14 texebleet S% rate (151--1450.80 linclude yalues from Schedule K) 16. Amount of line 14 taxable et 15% rate (161 linclude values from Schedule K) 17. Principal \IX due (add tax from line 15 plus \IX from line t6i 18. TO\lI Prior peyments: lal Amount Peid (b) Plus Discount - (c) Minus Interest 118\ 19. Belence Due (line 17 minus line 18) Maka Check Payeble to: Register of Wills, Agent ... PLEASE RECHECK MATH". 1111 1121 1131 (14) ..06' l; 2705 x,15' In, ,... (19) $ Zl.05 - Under penalties 01 perjury,l decl.re thet I have exemlned thisreturn, including accompanying schedules and st.l8m.nts, and to the besl of my knowlldge end b.li.f, it is true, correct, and compj,ta, Declaration of preparer other th.n the personal represen\ltiye is besed on all informltion of which pnporwr hit eny knowfe e. ' ' MEB SIGNA - 59 Oak St. Pennsville N.J. 08070 ADDRESS 213 Gravel Bend Rd. Che ~/- p- 1982 l'A,TE Hill N J. 08034 ~- y- 1982 . /nit. {l( tLU-(~. ~1J'4I..l!...A- SI NATURE OF PREPARER OTHER THAN REPRESENTATIVE 32W. High St., Carlisle, Penna. ADDRESS 17013 tI- f- 1982 DATE REV. 1547EX (1-82) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O. BOX B327 HARRISBURG, PA 17 105 NOTICE OF INflERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS. ANO ASSESSMENT OF TAX ASSESSMENT CONTROL NO, 101 DATE 06-08-82 ESTATE OF STONE CLARA E FILE NO. 21 81-0529 pATE OF OEATH Oa:17-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREOIT TD YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE OECEOENT'S OATE OF OEATH, A DISCOUNT OF 5% OF THE TAX PAlO MAY BE OEOUCTEO, MARION R LOWER ESQ 32 W HIGH ST RM 105 CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMEIfT DUE ~~!~~9~g_!~~~~~-------------------------------------------------------. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX ESTATE OF STONE CLARA E FILE NO.21 81-0529 ACN 101 OATE 06-08-82 TAX RETURN WAS: I ACCEPTED AS FILEO (X I CHANGED - MATH ERROR APPRAISEO VALUE OF ESTATE: 1. Real Estate (Schedule A) 2, Stocks and Bonds (Schedule BI . 3, Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes (Schedule 01 5, Cash & Miscellaneous Personal Properly (Schedule El 6. JOintly Owned Property (Schedule F) 7. Translers (Schedule GI 8. Total Gross Assets ( tl ( 21 ( 31 ( 41 ( 51 ( 51 ( 71 .00 .00 .00 .00 450.80 .00 .00 ( BI 450.80 APPROVEO DEDUCTIONS ANO EXEMPTIONS: 9, Funeral Expensesl Administrative Costs/Miscellaneous Expenses (Schedule H) , 0, Debts/Mortgages/Liens (Schedule Il , 1. Total Deductions , 2, Net Value of Estate '3, Charitable Bequests {Schedule Jl 14, Net Value Subject to Tillx (9)__ (tOI .00 .00 (10 (121 1131 (141 .00 450.80 .00 120.570.70_ ASSESSMENT OF TAX: 15. Amount of line 14 uxable at 6% rate 16. Amount of line 14 taxable at 15% rite , 7, Pnncipal Tax Due TAX CREDITS: (151 (15) 120,570.70 .00 X.06=_ X,1S= (t 71 7,234.24_ .00 7,234.24 I PAYMENT I DATE \ 04-08-81 I 010634 1.42 L"""a> I """ m." THIS ASSESSMENT IS BASED ON 1 SUPPLEMENTAL RETURH NO INTEREST IS DUE IF PAID BY 05-17-82 IF PAID AfTER DATE INDICATED SEe REVERSE FOR INSTRUCTIONS. RECEIPT # -r--- OISCOUNT (+ I INTEREST H AMOUNT PAID 27.05 3,'105.00 TOTAL TAX CREOIT BALANCE OF TAX DUE 3 928.47 3,305.77 (If B,lance Due- IS less thin $ tOO no payment IS reculred) RFTAIN THIS PORTION FOR YOUR RECORDS REcer;' ' RU' 'Si. ,1:1' 17 Ill'; r:~;. l (.1' ';j:,.".'i. INFORMATION ThiS document i~ the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 172 P,S. seclion 2485), If the tax ;s paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is tilllowed, Inheritance Tax becomes delinquent nine (9) months after the decedent's death, Interest;s charged .at the rate of six (6) percent per ;nnum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tl'll:: due of $2.000,00 is in a delinquent status from ~. 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 billance of tax due by the rate of Interest. STEP 3 Add the interest to the balance of tax due. 2 Months 20 Oavs Rile of interest = ,010 = ,:tJ.Q3-~ = ,01335 Ballnee of lax due $2,00000 RII~.LlU~L__>L.Q.L:l-32- INTEREST $ 26,70 Balance of tax due $2.000,00 'PlUSlntere~ -pale 9f Paymenl 1+) $ 26.70 TOTAL tax and interest to Oate of Pavmenl $2,026,70 Interest from 3-03-BO to 5-23-80 Retoults in: ----------------------------,----------------------------------------- 1 month ,005 4 months ,020 7 months ,035 10 months ,050 2 months ,010 5 months .025 8 months ,040 11 months ,055 3 months .015 6 months ,030 9 months ,045 12 months ,060 I day ,00017 II days ,001B6 21 days ,00352 2 days .00034 12 day. ,00203 22 dlVs .00369, 3 days .00051 I 3 days ,00220 23 days .00386 4 days .00068 14 days ,00237 24 days ,00403 5 days 000B5 15 days 00250 25 days .00420 6 days ,00101 16 days ,00267 26 days ,00437 7 days ,0011B t 7 days .00284 27 deys .00454 8 days ,00135 18 days ,00301 28 days ,00471 8 da'/s .00152 19 days ,0031B 29 da\'s ,0048B \0 days ,00169 20 days ,00335 30 da\'s .00500 -----------------------------,-------------------_._------------------- Any party In ."terest. including the Commonwe.lth and the personal representative. not salll~fled With the appraisement Jnd '$sessmenl m..... object wl!hln Slxtv (601 days after receipt of thiS Nellce IS prOVided bv SectIon 1001 of the Inheritance and Esta,e Tax Ael of 1961 172 P,S, see 24B5 - \Oon MAKE CHECK OR MONEY OROtR PAYABLE TO: "REGISTER OF WILLS. AGENT" DETACH THE TOP PORTION OF THIS fORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INS1'RUCTION 800K fOR ADDRESS, ; I F\EV.1'O,U:X 11;'/ '.'".. COMMONWEALTH OF PENNSYLVANIA NO L0496'o:a OEPARTMENT OF REVENUE . , ~'1!FICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX *"." ,'.' . .' .'..'...,:-,..:',...,',,'. , ',",co ",.""""'''I!I\,.,,, ",,":-"'. ", <. .':0':" m m AMOUNT ~ Assessment Control No. ..e,ECEIVED FROM: ,- Mary. Il. Birc'....i ra.____bthu...s...-Wl1 on _-1#/0 IlUiOI\..R._LoweI:,.I.q...____ -----3.1J_._liaAOY.er.S,tl'eet.-.-.., ,. _CUU.l.~_b.___.___n013. L Probate 1.220.00 -1 ESTATE INFORMATION: FILE NUMBER NAME OF OECEOENT LAST FIRST MI DATE OF PAYMENT .'hl"8 2ft I 1 cu,~ POSTMARK OA TE :OUNTY LlA TE OF DEATH REMARKS CWlberland ~ I I --~~Jj. ~TOTALAMOUNT PAID 1,220.00 SEAL ',', ," RECEIVED BY -. ///1/7/ (//, , I GNATURE --/; )(////'7'/ / / -- !,j;'" " __ __"'-- II:...L: ~ ~- ~-- ',"\';1;', "'-...__1..__.....,. _'__ _ _ __ __ ___ _ __ ___ .__ _._ ____ _._. _,_~ '_'_' _. __ .._H "'_' "._ __.___ .-.-.., -,..-.- -.-- --_. .--. -- - .-- - ._- _.- REV-~17 (8-181 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE aUREAU OF FIELO OPERATIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT ~~\ ~~~ -,,-------_._.~'-"---'_..," " DA TE 1982 ,_~__Auguat APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode lor consenllo the Iransfer of Ihe {ollawing seculilies of (l Pennsylvania Corporotion or 0 Notional Banking Association located in Pennsylvania: (0) 50 shares (b) C.H. Masland & Son~_C~I!~Ll!,-.!!'ll:I~'- ,---- (cL_~_COI!l!"~'d~.rt!.Q24861 (NOTE: In describing securities enter in (a), ab Ole, either the number of shares of slock or Ihe lace "mount of registered bonds, In (b), the nome of Ihe issuing company and in (c) Ihe closs of stock or Ihe staled inlerest rote and maturity dote of reglslered bonds.) ISSUED ON DIC. 29, 1966 , and having 0 TOTAL MARKET VALUE OF L33Z.50__.__..__ (Dotc) as of the dote of deoth 01 the decedent, Clara E. Stone .. .___.___, on__~~JZ,J981 (Name of Decedent) (0010 of death) who \Vas late of 520 North W~utr~6--__.__~<<II,l,,--- ."U " .Cumblll'land,. ..,.. __Plllna....-1ZOl3 (Post Office) (County) (State) (Street and Number) , .......... ~ .. 4 ~ ' . ~ .. , . ., ...... l' ' The securities ore registered as fol1ows:_.~!I-E-LS~e-and-l:Iarv~.w.Jtoo~--... .--.------ (Namo or names In whIch ccrtlflcato5 (lrc rogistered) Mrsy E. Blrchmlre, 59 Oak St'B PlIlNYllle, New Jaey 08070 EXECUTOR1CES) EttIi. S. Wilson, 213 GraYeI~_~,_~h_II'!Y_HI~I,_~_~ J..lIY._ 08034 (Name) (A.ddress) NAME OF APPLlCAN1LMary E. ~lrchllllrJLA!JthtU...'#J1m. COUNTY FILE NUMBER 21-81-529 ADDRESS OF APPLlCAIHL _~Same ClI -.--- .-.-.--....--8 BUREAU FILE NUMBER SIGNATURE OF APPLlCANTS_~ ,- - ~sw... i'lOTlCE: IF 'IOU FAIL TO PROPERLY FILL li'l Ai'lY PORTlOi'l OF THiS APP , ~,(.,e~_ COi'lSIDERED COMPLETE Ai'lD WILL BE RETURi'lED TO YOU FOR COMPLETIOI'l. - -,..-.---.-..--.---..-..---.-.'---------...- COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRA~SFE~_~C~RIIIE~ DA T1a~ <<:!I/:; It!:<. I hereby consent 10 the transfer of the obove securilies now registered in Ihe name of the~old Decedent and waive the filing of a certificate certilying to the payment of Ihe Iransfer inheritance lax to which the property of said Decedent is made subject porsuonl to the provisions of the Acl of June 20, 1919, P.L. 521, os omended and the Act of June 15, 1961, P.L. 373, oS amended. This is 01,0 in occordonce with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Tronsfer the ~erein described properly operates cnly in reference to the estate 01 the above.named Decedent. Signed fa. Jhe SecretalY of Revenue / , ", (') "j ,) , . '... I '_".' /' /'<.. ' ,,>~ :' _~.,r ' BY_/]/I~hy ',' '.'r'i.U , ISI~rHllv# '.I " . ..~ 11(:4. ..L':., ,/,-,-:~ ;./~l( tl~ /~:.(- /(1 \;yf }r.OUllly) ',j " 1:':) OJ ., .' , (;: ~ C' -:: c.,:....' &..:uJ N ",'" ?=' ,. ~ _.._--- - -- --- -- -- - - ~ *"- ,-_. - .....- --~. - ---. - -- - - ---- - - -- I - - - -..- \ - *""""" " ",.., """,' """''JfJ!'','',,'l ... . . ....,,-'" " . r, -," '..'~':\'/'r-:::,:,'j:. . . '. ..~. REV',1112 EX COMMONWEALTH OF PENNSYLVANIA NO:Lo705&:;;7, DEPARTMENT OF REVENUE '.> ,"bI=FICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX m tQi m AMOUNT Assessment Control No. RECEIVED FROM; r JlHY_I__..Birclaire_"..BatJuu:S.-1fiil n --'liQ_.JlaJ:iOA.J.olIIllr .-JlaCl..- ----- ,,---- _._31_S.__IIIUIOYU-st:.r.et _CUliala.--'a.--...l7013,--.- ------ --- L ~ ESTATE INFORMATION; ..,,'h~~. 950.00 DATE OF PAYMENT POSTMARK DATE COUNTY DATE OF DEATH REMARKS . FILE NUMBER 2 NAME OF DECEDENT .TOD LAST MI CUllberlu4 AUluat. ~TOTAL AMOUNT PAID '50.00 RECEIVED BY "IiI, /-f:fa' (t' , /i:;u~/ , It (,. rNATURE l' ~ SEAL REGISTER OF WILLS - ,_'._._ _._ _ _ __ _.._ _._ _ __ _ __+_ _._ _M_ __ ___ .~,--- -- - --- .-- --~ -- -- - - - --- ~ . , REMAINDER INHERITANCE TAX RETURN RESIDENT DECEDENT ~(),"3 - V File Number 21-81-529 # REV.1500 EX <t- (9-S1) BUREAU OF EXAMINATION PENNSYLVANIA OEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG. PA 17105 CHECK ,. Orl~nal Return n (Filed: 11-23=a1) 4. life Estete 0 Decedent's Address 520 N. West St. Data of Death Carlisle Aug. 17, 1981 Penna. 17013 2. Supplemental Return 0 3. Rem.indar Return [l<J ( Filed: 4-8-82) Debts and Deductions D Schedule "H" 5. Fadaral Enala Tax Return Requirad. 6. Decedent died testate 0 7. Decadent melnteined a living 0 8. Numbar of safe daposit 0 (Attach copy of Will) trust (Attach copy of trusd boxes inyentoried All correspondence and confidentlel tex inlormetion shouid be directed to: Dacadent's Neme (Last, First, and MiddlelnitlaU DECEASED Sr.oNE( CLARA E Soctal Secunly Number 186-38-4192 APPRO. PRIATE BLOCKS CORRE. SPONDENT Neme Marion R. Lower Es Telephone No, (717) 249-4910 Address 32W.HihSt. City Carl isl e Slate Penn J . Re...pituletlon ,. Real Estate (Schedule Al ( 1)$ 2. Stocks and 80nds (Schadule 8) ( 21 3. Closely Held Stock/Partnership Interest (Schedule cl ( 31 4. Mortgeges and Notes ISch~dule 01 ( 41 5. Cesh & Miscellaneous Personal Property (Schedule E) ( 51 RECAPIT. 6. Jointly Owned Properly (Schedule f) ( 6) ULATION 7. Transfers (Schedule GI ( 71 8. Totel Gross AsselS (total lines 1-71 ANO 9. Funeral Expenses Administrative CoslS/Miscellaneous Expenses (Schedule HI ( 9)$ 40 120.49 TAX 10. DeblslMortgageslliens (ScheduleU (10) o.on 11. Total Deductions (total lines 9 & 101 12. Net Value of ESlate Uine 8 minus line 11) CALCU. 13. Charileble Bequests (Schedule JI LATION 14. Net Valuesubject to tax (line 12 minu: line 131 ( 8)$ 120.570.70 (11) (121 (131 (14) 40 120 49 , 80,450 21 OM 80.450.21 Computation of Tex 15. Amount of line 14 taxable at 6% rate (151 80.450.21 (jnclude values from Schedule KI 16. Amount of line 1418K8ble at 15% rata (161 (jnclude yalues fro", Schedule KI 17. Principal tax due (add tex from line t5 plus tax from line 161 18. Total Prior payment" (el 'Amount Paid $ 5902 .05 (bl Plus Discount (el Minus Inlerast (1 B) 5902.05 19. Belence Due (lIne 17 minus line 181 Meke Check Payeble to: Register of Wills, Agenl ... PLEASE RECHECK MATH'" x.06= 4 827 01 . x,15= (17) 4.827 .01 (191 0.00 Under pen.lties of perjury,l decl.re that I haye examined this return, including accompanying schedules .nd SIltements, and 10 tho best of my knowledge and beliel, it is true, correct, end complete. Decloration of preperar other then the personel represenletive is besed on ell informetion of which preparer has Or! knowledge., ' , )( & .<1Uj.A,/yj /d.".I./ Lt-.A./ 213 Grovel Bend Rd. . Cherry Hill. N.J. OBQ3!. 6- I.. 83 SIGNATtJRE OF PERSONAL REPRESENTATIVEISI ADDRESS DATE )( . )-)}t~ ~, ?- :" (. '. ,... 59 Oak St.. Pennsville. N.J. OB070 6- (.. 83 , I . ,\') t........ , (IV\; 32 W. High St., Carlisle, Po. 17013 6 - b. 83 StGNA E OF PAEPAR R OTHER THAN REPRESENTATIVE ADDRESS DATE . . ,'...':"'" ...."., '\ . IIv.t5llb+lf.llj COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CLARA E. STONE SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER 21-81-529 ITEM NUMBER DESCRIPTION AMOUNT 1. A. Funeral Expenses: Hoffman-Roth Funeral Home Carlisle Memorial Svc, slone ergravirg 2,616.00 154.00 B. Administrative Costs: 1. Personal Representative Commissions 2. Attorney Fee. Marion R. Lower, Esq. 6,000.00 C. Miscellaneous Expenses: 1. Register of Wills, Ilrs test. short cert, filirg bond $ 63.00 2. Plough & lillich, bond expense (2 times) 442.00 3. Cumberland Law Journal, adv. Ilrs 18.00 4. Eveni~ Sentinel, adv. Ilrs. 18.00 5. Dean S ull, real estate appraisal & pers. prop. appraisal 350.00 6. ester Connor I real estate appraisal 150.00 I 7. Mel Spahr, insurance on property (2 years)-$496.00 less $119 refund re sale 377.00 8. 1981 Pa. personal income lax 55.98 \ 9. TV Cable, bill owed at time of death 8.44 10. rI Keller, 1982-83 real estate taxes, $6oo.18Ie15 $124.00 refund at 476.18 settlement 2-25-83 , 11. Register of Wills, fjlirg Pa. inh. tax 5.00 I 12. Register of Wills, filing stock waivers 12.00 13. Register of Wills, extra short certificates 4.00 14. arlisle Hospital, medical bill 16,496.05 15. Dr. Rodney Hough, dtr. bill 1,430.00 16. r. R. Frltchl ey, dtr. bill . 870.00 17. Dr. K. Guislwite, dtr. bill 200.00 18. rlisle Radiology, X-ray bill 170.78 PAGE I - SUB- TOTAL (Also enter on line 9, Recapitulation) S 29,766.43 (If mOt'1P1t& I, ntlllde4 IMwt eddltlONiI....eett of lI",e ,Ir.' ) REV. 1647EX (3-B3) BUREAU OF ACCOUNTS SETTLEMENT PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 2055 HARRISBURG, PA 17105 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ACN 101 ESTATE OF STONE DATE OF DEATH 08-],7-61 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT PAYMENT TO THE REGISTER OF WILLS OF THE AGENT II . CLARA E DATE 01-25-83 FILE NO, 21 81-0529 COUNTY .--C..\!l'Ul~1\JlP SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, MARION R LOWER ESQ 32 W HIGH ST RM 105 CARLISI,E PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE 9l,1'I. _A.!-9~~ _ 'I.Hl~ .!-!~E_ _ _ _ _-:- _ ~~I ~I~ _1o~~~R_ !'9F:!,!:19~ _ F_O.R_ Y9l,lF:!_ ~Ep9~1?~ - ~ - - - - - - - - - - - - - ' ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX NOTICE OF INHERITANCE TAX APPRAISEMENT, REV. 1S47EX (3-83) ESTATE OF STONE CLARA E FILE NO,21 81-0529 ACN 101 DATE 07-25-B3 TAX RETURN WAS: (K) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN 1, Ro.1 Est.le ISchedule A) ( 11 2, Stocks .nd Bonds (Schedule BI ( 2) 3, ClOSely Held Stock/P.rtnershrp Interest (Schedule C) ( 3) 4. Morlg.ges .nd Noles (Schedule 01 I 41 5, Cash & Miscellaneous Personal Property (Schedule El ( 5) 6 Jointly Owned Propertv (Schedule FI ( 61 7, Tr.nsfers (Schedule 01 ( 7) 8. Total Assets .00 .00 .00 .00 .00 .00 .00 ( BI .00 APPROVED OEOUCTIONS AND EXEMPTIONS: g. Funeral ExpensesfAdministrllive Costs/Miscellaneous E.penses (Schedule H) 10, Oebts/Morlg.ge"Liens (Schedule Il , ,. T 01.11 Deductions , 2, Net Value of Tax Return 13. Chariuble/Government.1 Bequests (Schedule J) , 4. Net Value of Estate Subj!'ct to Tax NOTE: If.n ......ment wa' p",vlou.'y to.ued, line. S4, 18 .nd/or 16 .nd 17 will refl.ct flgu.... that Include the total of JJJL returns .s.essed to date. ASSESSMENT OF TAX: , 5, Amount of line 14 t,xable .t 6% r.lf! , 6, Amount of line 14 lll(alble .t 15% r.te 17, Principal TII( Due TAX CREDITS: ( 91 (101 40,120.49 .00 (111 (12) 113) <141 40,120.49 40,120.49- .00 80,450.21 (15) (16) 80,450.21 .00 X,06= X,'S= (17) 4,827.01 .00 4rB27.01 PAYMENT RECEIPT OISCOUNT (.) DATE ~ INTEREST H 1l-09-B1 069803 195.00 04,'OS-B2 010634 .00 06-30-82 049623 6.49- 01-31-83 070557 .00 AMOUNT PAID . IF PAID AFTER THIS DATE SEf REVERSE FOR CALCULATION OF "'OOi'nor.~t. :r~TEP.ES" 3,705.00 27.05 1,220.00 950.00 i_TOT AL T AX CREDIT -l 6 ~LANCE OF TAX DUE I 1: 263. 55CR i INTEtEST .00 i TOTAL DUE 1.263.55CR ~:~ &\;,~:t. Due !t ~et! ~t\Jn S, .00 1"10 Plvment t' teQUlr.d) . 0) \. ~, ;0 ill ;''''1 '- r. RESERVATION: In the event that any future Interest in this estate is transferred in possession or enjoyment to collateral (Class B) heirs ot the decedent after the expiration of any estate for life or for years. the Commonweallh hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral (Class B) rate on any such future Interest. Purpose of Notice: to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of '96' (72 P.S, section 2485-7091, Objections: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions. or assessment of tax (including discount or mterest) as shown on this Notice must object within sixty (60l days of receipt of this Notice. Objections may be made as follows: _ by written protest to the Department of Revenue" Board of Appeals - bV electing to have the matter determined at audit - by ~ppeal to the Orphans' Court If any tax due IS paid within three (31 months after the decedent's death. I discount of five percent (5%1 of the tax paid is allowed, , the discount period is calcullted in calendar months, Example: date of death 1-15-82, discount period expires 4-15-82. Except for tax on a future interest, Inheritance tax becomes delinquent nine (9) months from the date of delth, . Inheritance tax on a future Interest becomes delinquent at the expirltion of three months from: - the date of ejection to prepay or - the date of death of the life tenant or annuitant Interest is calculated on I daily baSIS from _ delinquent date to date of payment on any tax unpaid on delinQuent date _ date of last delinquent payment to dlte of payment on any unpaid balance, Interest is charged at the follOWing rates: Discount: Interest: Delinquent O.te Annual Interest Rate D.IIV Interest Factor 5/27/43 to and IncludIng 12131181 1/1182 to and Including, 12/31182 111/63 to and ,"Clud,ng '2131183 6% 20', 16% ,000164 ,000548 ,000438 Estltes that become d~hnquent on or bef ore December 31. 1981 Will malnt'ln a constant Interest flte, The rate In effect when the tax f.rst becomes delinquent will rem.in constant until \he delinQuent balance .s paid In full. Estates that become delinquent on or after January " 1982 Will contain a \lanable Interest rate. Thus. taxes that remain outstandtng from calendar year to calendar velf Will be subject 10 different rates in efteet on elch January 1, INTEREST . BALANCE OF UNPAIO TAX X NUMBER OF DAYS X OAILY INTEREST FACTOR. , If . tax balance temalns outstanding for more tnan one calendar year. a separate Interest detf,rmlnatlon must be I'Nde for e.ch VU! at the applicable rate. (Onj~' one calculation IS neCeSSlry If the estate matntalns the constant .nterest rite.! Any Notice ISSUEI'd ,fter the tall. becomes delinQuent Will retlect an lnteres' calcutatlOM to flttern ('5) days beyond the d.te of the a5sessment. Ii payment I' made aft.f the Interest compulltlon date shown on the Notice, addItional Interest must be calculated To Remit Payment: Detach the top portion of thtS Nottce and submit With YOUf paymftnt to the Reglsttr of Wills of the count v ,hown on the NC:ICC, , Address Information IS listed on plge 13 of the booklet. "Instructions for Inhentance T.)( Reiurn for _ Resident Deceden\," , Make check or money order Plvable to: 41'9I$\er o~ Wilts. Agent.