HomeMy WebLinkAbout81-00533
j;
Ii
:1
Ii
\1
,\
..
"
I'
1\
'I
I:
ji
I'
I,
,.
"
Ii
i'!
.
I;
,I
i'l
\
!
"
r!;~~tltti.tt.
nnb
((~~,ttt'lt~$t
nf
^. ~l^HCET.L^ OTTO
I.AW' OITICLS
//'''.{)('I/ ((1/(1 (f~,f'/I,(J.('I'
.M \XT.Sr MAIN ~irRLn
\\I.Cl1/\NlCSJ\\1I<G. PENN~YIV^NI^ 1/055
"
r
t
r
I
\
I
{"
,
i
I
:
,
I
,
\
,
~,
I
!
j
"
I;
,:
~
1
I
- '
'-
OATil 0.. SUIISCIUlIING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERL.AND
This ,;;8 t(. day OL.__rlL'-'Jl..iLa-L A.D,.19&__.
before me, Register for the Probate of Wills and granting lelters of Ad\(tinistration in and for said County of Cumherland. in
the Conunonwealth of Pennsylvania. personally came Richa rd C. S.f!!! lbakl?r and Ma r lin '
R. McCaleb
the subscribing witnesses to the foregoing instrument of writilog purporting to be the last Will and nslamcnt of
A. Marcella otto
__ Dated _ February 1. 1973
late of
Hampden Township
Cumberland County Pa., deceased who being duly
Sworn
according to law, depose and say, that,
they
present, and saw and heard the test. tr ix
A. Marcella Otto
sign, seal. publish, pronounce and declare the said
instrument of writing as and for h er Teslament and L.ast Will, and at the time of so doing she
was of sound and disposing mind memory and understanding, to the best of / jtheir
knowledge. observation and belief. (~:7-0X-
Sworn and subscribed before -t/(iI~~ / c,,'d,-,,-~
~7~11 /A ~-). f )-;'/4, /~,~i//J /
~J/(lAy c:: '. VL/?/J. ~~/if.!.~
j RegIster
AH'mAVll'm" IlEATII
COMMONWEALTH OF PENNSYLVANIA t ss:
COUNTY OF CUMBERLAND \
) mAr ~\lc~
'5"INOV,,\
says that as nearly as can be ascertaine,j the said decedent A
being duly
NCWH.l\" n-\-'\o
died on
t1 0 \.,c~,.
.\
the 1\."" day ()L~(".\,
t,u...______o.c1ock. _LM.
A.D..19-SJ
at or about.
Swo~,~,__, ____and suhscrihed lhis
7tl.. day Of__~-..------
19,~);~:fore'
-'2'2(:<7 (} ,y~~";,,,
,-...
'.... \....,
___.1~)M (., \ \ \ 'Dn.'>^,
(\~ ,.~'
4Z~
OATH Qt' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for thc Probate of Wills and granting of Lcllcrs of Administration in and for the County of
'\\ \ ........... .
,Cumberland, personally came .-';J ~, v ~\' "" ,~) \1 If'" III'
who, being duly :":iw c' \' '^ , do " '. depose and say Ihat as r, 0" u ~ r '-'
of the last Will and Testamentof-A--J0 '''' ,,\\ ^ (' -\"\ r
deceased
~ will well and truly administer the goods and challels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances,
and subscribed before me.
May 7 A.O,. 19 81 ~~""~;;;1~(; .
~)
- Register
,...; .-I:
,l}\ 0):
, <'l en
: ~ .-4:
:Cll
,r:l 1.01
co:
M LL d
~ 0
If:) M E-<
M ..-I ~\ 1 .-I'
III M:
I ~\ P=I :
I .-I -' ,-
<Xl -
\ I - ,~ ~j
fiI: ~
.-I ~ u: 0,
,.-, N D:, I:: 1:)'
~j ,~ N: lll'
to 'tl <Q': 1:):
\ Cll ~j
I , 0 " 'E
or-l z ~, 0
C\l "
.B f: Cll 11
s 'tl bl) -
0 I:: ~ ,~
'" f;r.o
Z ~ <'l
DECREE
Be it remembered that on the 3ls t. _day of
August
81
,A.O,,19_, there was probated and
recorded the last Will and Testament of A. Marcella Otto
late of
Hampden Township
. Cumberland County, Pennsylvania,
Douglas Durnin
Deceased. Lellers Tes tarnen ta ry were granted to
Witness my hand and official seal the day and year aforesaid.
4?a
l~)d<<1 (I. (t~
,tI ,/ Register
Rcl:Y.1500EX + (9oS1) 1
~UREAU OF EXAMINATION INHERITANCE TAX RETURN
PENNSYLVANIA DEPARTMeNT DF REVENUE RESIDENT DECEDENT
P.O. BOX 8327 "I F'! N I
~ HARRISBURG, PA 17,105 --LL - "')1) -' ...J) __'0 '_"_ 10 11m '01
Oecedont', Namo (LoSl, First, ond Middlo 10lUol) O"odool" Addro..
DECEASED '. ll_c. e / ,) ,<2J.i 0 : I'""i/" AJ.:! )
Social Security Number 0810 of Dealh .1.1 ) '" ~., /1 , It" ,( :. h.. " '1, I #'"
/7,;)-0/" f.P..;I,!~ _:::-.~/./"'_____ I'
1. Original Roturn G........' 2. SU111l10111001.1 not urn 0
,;?/- 2/- 0533
CHECK
3. Romaindor Raturn D
APPRO.
PRIA TE
BLOCKS
4. LIfo [,Ial. D b. Foderol Estalo Tax D
Roturn Raquirod.
6. Oo"dontdiodtOltalo r1/' 7. Oo,od.ntmailll.illodallvillg 0 a. Numborofsofodopo,it 0
(Allach copy of Willi J-!::::.:.l , hU'I(A.It~."'!..~OI)Y of hUIII bnxa, invontoriod
All corrUlpondonce .nd conlid.ntiollox InfOlI11.lIulI,lIl1llld ,.. dhoCl8d 10:
CORRE.
SPONOENT Nal110
;),),,//,,.;
/)/ f.,' III ' i\;'
An~llll
,"J .,:)-,
CU /. Ii
.')f
Tolophono No.
t,.(/ /
. . ,'_ ......._...n.
. .._..,.h_'__"'_
~~y
L I '
I..... 11\' r ....
Stoto
It/)'
J ~',.-'. .' . , . I, 'Ii
R'Clpitulllion
1. R.ol EltelO (Schodulo AI ( 11
2. Stock. ,nd BOlld. (S,hodul, al ( 21
3. ClolOly Hold SlnckIP'r1I1Of.hip In"'oll (S,hodlllo cl ( 31
4. MO'lgagRl BOd Note. (ScllOdlllo 01 ( 41_
5. Ca.h 11 Mi",Il,noou. Per.oo,1 Prolllllly (Sr:llodlll. EI ( 51 ,~'Il L ~, i..
RECAPIT. 6. Jointly Ownod P'"P'r1y (S,:h,dul, FI ( 61
UlATlON 7. Tran"ers (Schedule GI ( 71
a. Total GrollA"oll hotal IInll. 1.71
AND 9. Funer.1 EXllOll101 Admlniltrlllve Com/Mllcollln,oul
ExpenlCl (Schedule HI ( 91 :;; OJ',;._), DL)
TAX 10. Oobl.IMong.gOllli,n. (Sch.dul. II (10)
11. Totol Deduction. hot,llin.. 9 & 10)
12. Net Valli' 01 EllIte Wnl B minu.line 111
CAlCU. 13. Charitabl' s,quoltl (Sch,dull JI
lATION 14. Net ValuOlubjoct to tn liin, 12 minulllne 131
(BI i,I/e.. S (,"
(111 ,,,( .-;'>.J, " 0
(121 ( / 6 .';-.~-', '"" ,/ )
(131
(14) ( /1.< ,,'C <1'1 )
Compullli.. of T IX
15. Am.unt of lin. 14 t...ble II G% rll' (ILl _
(includ. v,luOl from S,II,dul. KI
16. Amount .1 line 14 tl..hll It 15% 1111 (161____'___
(include v.luOl from Schldul. KI
17. Princip.1 tll due (Idd IIX Iro,n Iln. 15 plu.." Irom lin, 161
IS. Totll Prior p.ymonll:
(.1 Amnunt Plld
(hI Plu.Ollrnunl
kl MillYllnt.rlll "" (181 _,
19. alllnee Ou.llin. 17 miny.lin. lBI
Mike Ct"" k PIVIIII. io ROVItIlI 01 Will., Agent
... 'lEAst IIECHECK MATH'"
x.06=
x.1511l
(171
(19)
Undll11.e,ullti'. tIt flflfIU"\', I dlltl." thlt I hlv, o.lflIn.d thll ,.turn, .ndud;ng accompanying schedules and stltements, and to the best of my knowledge
IInd bfllkifj if j. tWll, 10ff,.(1, Ifld Cfllnpl.1f OM,llflUon of P"Plffll othlll thin tht personl' representltiYfl is blsed on all information of which preparer hiS
Iny knIJ'M,dll", .
\ to \, \'''\
_.,.. "'I"~ " '. )l,',I. .~,h
StGNMUlU lr' f'llH~or~At In I'llt :'.If ,.., All'" I"
~,~u. 0) ,J J /
, ADDRESS
(.~'I no, ,..., ........
..:5r
/ /..-' /- ,
\.,0:' ~ y,,--,
, IOATE
Iv ....L-! ,; '/ c .J -
StGNA1Uitl 01 "'1f~AlIllt Ull.I..,"....ltl...lIS"~l"iivE..--
fIEV.\110EX+ ('i.et)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEO,ENT
ESTATE OF
SCHEDULE "G"
TRANSFERS
1, Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect In possession and enjoyment at or after death, or In which the decedent retained either:
f7
_ I)) t:Jr(',' //IJ
() 17 U
FILE NUMBER
,;2/- KI-O.y3.~
YES
a. the posse5sion or enjoyment of or the right to Income from the property transferred? or,
b, the right to designate the persons who shall possess or enjoy the property transferred or income; or
c. a reversionary interest?
------------- - - - - - - - - - - --- -- ----
2. Did decedent In his lifetime .make a transfer, tha contideration for which was transferee's promise to pay incoma to,
or for the benefit or care of, decedent?
------------ ------------- ------ ---
3. Old decedent, at any time, transfer property. the beneficial 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?
1-/
~;'
------------------- ----- -----
4, Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
_ :~e:s:a:1_ _ _ __ _------ _ ____- ____J-
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
-
A. Real Estate:
1.
B. Personal Property:
1.
TOTAL (AI.oenter on line 7, Rec'Pitut.tionl $ ,
'tt mo.......,.1I MlGIId in...1 w"ltt=r.c! ~ of ..mil tit..
IIIY.'~ EX+ l,.in
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
FILE NUMBER
02 I - g) - 0') .:,-.3..3
IThl. .chodul. mutt b. como"tod If th.,d.....nt,.t tho tlm' of hi. or h.r d..,h, ownod .ny oroo."Y .. .\olnt t.n.nt with tho .Ioht of .urvl.o..hlo,1
Alone. ()w ,,<!.-,-1
ESTATE OF
Joint tenant(s):
NAME
A.
B,
C,
077 )
ADDRESS
RELATIONSHIP TO DECEDENT'
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF
NUMBER JOINTTENANT OF ASSET %INTERESr DECEDENT'S INTEREST
.,-
1. A.
TOTAL (Also enter on line 6, Recapitulation) S
Jointly owned property:
(If mo... tPKtIll nMdId If'MI"I.ddltlonal th.... of ..m. "1.:1
j
REV. 1S47EX (3-83)
BUREAU OF ACCOUNTS SETTLEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 2055
HARRISBURG. PA 17105
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF OEOUCTIONS. AND ASSESSMENT OF TAX
ACN
101
DATE
ESTATE OF OTTO A M FILE NO. 21 81-0533
OATE OF DEATH 05-04-81 COUNTY C\ill.BERLAND
NOTE: TD INSURE PROPER CREOIT TO YOUR ACCOUNT SU8MIT 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 II .
DOUGLAS DURNIN
507 WALL ST
ELMIRA NY 14905
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
l!~'!: !'.!-9~~_,!:Hl~ _L!N_E_ _ _ _ .>><:_ !I~T~I~_l"q'/~I;,R_ !'l?'3TI9~_~O_R_ '(l?~~_f!ES:9!1l?~ -~-, -' - - - ,. - - - - - -,
ALLOWANCE OR OISALLOWANCE OF DEDUCTlDNS ANO ASSESSMENT OF TAX
APPROVEO OEDUCTIONS AND EXEMPTIONS:
9. Funerl' Expenses/AdministrJtive Costs/Miscellaneous
Expenses (Schedule H)
10. Debls/Mortgages/Llens (Schedule n
11. Tolll Deductions
12. Net Value of 1.x Return
'3. Charltable/Governmental Bequests (Schedule J)
, 4. Net Valul! of Estate Subject to Tax
NOTE: 11 an assessment waS previOusly Issued, lines 14. 15 and lor Ie and 17 will
reflect figures that Include the total of .AD. returns assess... to dat..
ASSESSMENT OF TAX:
, 5. Amount of hne 14 taxable at 6% rate
, 6. Amount of line 14 taxable at 15% rite
, 7. PrincipiI T.x Due
TAX CIlEOlTS:
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV. 1547EX (3-831
ESTATE OF OTTO A
M FILE NO. 21 81-0533
TAX RETURN WAS: (X I ACCEPTED AS FILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Eslale (Schedule A)
2. Slocks and Bonds (Schedule 5)
3. Closely Held Stock./Partnership Interest (Schedule C)
4. Mortgages and Notes (Schedule Ol
5. CAsh & Miscellaneous Personal Property (Schedule E)
6. Jo[nlly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
PAYMENT
DATE
RECEIPT
#
DISCOUNT (.'l
INTEREST H
I
~
. tF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
Of ADDITIONAL INTEREST
DATE 08-0e-83
ACN 101
) CHANGED
( 11 .00
( 2) .00
( 3) .00
14) _DO
15) 846.56
( 6) .DD
( 7) .00
I BI
846.56
( 9)
(10)
2,502.00
.00
2,502.0D
1,655.44-
.OD
.00
(Ill
(121
(t31
114)
(15)
(16)
.00
.00
x.06=
X.15c
(17)
.00
.JlQ..
.00
AMOUNT PAID
I TOTAL TAXCREDIT .\
I BALANCE OF TAX DUE
L- INmiST I
L TOTAL DUE \
.00
.00
.00
(I~ Ballnce Due is leU thin S 1.00 no PlV"'8"1 " reqUired)