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Home My WebLink About81-00540 z ~ ~ r.. r.. p III . ~ 0 I ~ If.l ,.. CO I ,... - N 0 6J .. . .... -1. :! \D U3 No._ 21-81 PETITION FOR PROBATE OF WilL AND LETTERS TESTAMENTARY 540 In the Estate of To Register of Wills for the County of cumberland, In the Commonwealth of Pennsylvania. Petltloner(e) is (are! the execut 11-\)< named In the Last Will and Testament of 1-1 A NIJ /tH LA. (3<-1 F F 1Mb TOAl dated jYl..",l. 3 I liLl Decedent was a citizen of the United States and a resident of ell M PHI' ~L.- leWA6RIp (Borough). cumberland County, Commonwealth of Pennsylvania. Decedent died on 5,,+.. v J^7 the /Sf"'- day of A iA5~ d A.D. 19 ,f / , In the County of C"'"' b.~("'LA.A ,Stateof ~eV\v\c;" _attheageof.KLyears. Decedent flss (has notl been married and Ra& (has not) had children born to.nlfA (her) since the ex. ecutlon of the above described Will.fJ (J 0 Decedent was possessed of personal property to the value of ~ /6 OrJu , d A tJVA/:1 LA. (3UFfIN6IiJ,,) , deceased, and of real estate to the value of 1JO(,J~ as near as can be ascertained; said real estate situated as follows Therefore, your petitloner(s) respectfully apply(ies) for the probate of the said Last WlII and Testa- ment and for Letters Testamentary theron. Dated )"p./r... ~ 1'1K ( Name and address of Petitloner(s) , I 7 , j, ( , ('" -In- A {(/Vl-li 1...)-((/.1- ...Li/~j\' "t ,/ MOlT H ANI.! f.!,ufrIAJCI~N 2-1 C;vJ( Ool';~ C.....( Hd( (iL n(J II COMMONWEALTH OF PENNSYLVANIA t ss COUNTY OF CUMBERLAND ~ A IZOITH 1r1lJ1 (/,uff'fIJGTf)A/ named in above application, being duly ::><.,J 0 It /J' according to law say(s) that the statements set forth in this petition are true to the best of 1-/ € 11 knowledge and belief. :5 WD (/1.1 and subscribed before (/ . J , ,.( /( /-;; / '( l.~) ! 0- ,.: ".,/0 i ?~ ., , , ,/ . ,/ \--'~ L-?_.:.-?>3c?-' STEvE (. /J/CHPt-tfr E.sr.)"nKf Attorney p 0 ~ox 90 Z . . 'lor N 2"d 5ftLJ' I I ,.1. 1"01' j. lIt'tI' ~ f...~.. r. lit' ""'1". ,. Flied: September 2. 1981 ....... ..... .... Fl ~ tn ~ ~ ~ .. .. ... - +-t = ~ a ~ +-t ~ ~ ~ n cd coo ","" ~rf1 - ~-;...t) ",'" /:;;;1;; ""n ~ _0 " I '.n'" ~~C> 0 -_10 r-'~) ,-,r'1 :t'-=:I I ",l:J c~: - .;::~ ~~~ u: " ."~i "',;:; '" '"',1 .'.' '.' -.j .... Q z o ~ z .... I.L. I.L. ::> a:> ~ "I .. ~ d ~ ~ j ~ ~ ;;; z .. z ~ ~ ~ ;c :( lIT III ~ ~ % :l ~ ~ ~ H ~ c~ ~ j · a ::> :t: c( Z Z c( :t: fOURTH: REAL PROPERTY I devise and give my interest in real property located at 21 Circle Drive, East Pennsboro Township, Cumberland County, Pennsylvania, to my daughter, ARDITIl ANN BUFFINGTON, provided that she survives me by thirty (30) days, If my daughter does not so survive me, I give my interest in such property to the residue of my estate. FIFTH: I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever kind and wherever located, to my children, LEWIS C. BUFFINGTON, JR., RICHARD L. BUFFINGTON, DAVID W. BUFFINGTON, ARDITH ANN BUFFINGTON and S. TIMOTHY BUFFINGTON, in equal shares, per stirpes, Should any ,of my children predecease me, the deceased child's share is to be distributed to the deceased child's issue equally, per stirpes. In the event any of the issue of my children are under age '21 at the time of my death, any share payable to a minor is to be held in trust with income accumulating until age 21. The principal and accumulated interest of each minor's share may be paid at the dis- cretion of the Trustee for expenses of education. maintenance or upon reaching age 21. All unexpended principal and accumulated interest is to be paid to the minor upon reaching age 21. SIXTH: TAXES I direct that any and all inheritance, estate and transfer taxes of any kind whatsoever, including any interest and penalties thereon, which may be payable by reason of my death. whether or not with respect to property passing .J../.a"t->, ,.. J.. (( Butt ~~_. -- -2- 43.1 under this Will, shall be paid out of the principal of my residuary estate, SEVENTH: BONO I direct that no Executrix or other fiduciary named, nominated or appointed in this, my Last Will and Testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. EIGHTH: POWERS OF EXECUTRIX AND TRUSTEE In addition to the powers above provided for and those given by law, the Executrix and Trustee and any alternates or successors to them, without any order of the court and in their sole discretion may: A. Hold and retain any property now or hereafter comprising a part of my estate, for such length of time as in their sole discretion they may deem wise, or sell any part thereof, without liability of any kind by reason of such retention or sale. and invest and reinvest, alter, vary and change investments from time to time in such manner and in such property, real, personal or otherwise. in- cluding any common or diversified trust funds maintained by or stock of any bank or trust company as my fiduciaries may deem prudent; B. Sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the purchasers to see to the application of the purchase monies; C, Make distribution hereunder in cash or in kind or both at such valuations as they fix; Q, Hold investments in the name of a nominee; E, Exercise any option. right or privilege granted in any insurance policy; ,/ I - /'~ /,.. i \'J'tff AA /VI, n'A 1t.f:r n E, l' < ~ ~l LJ(i v '1~~5 -3- F. Compromise controversies; and G, Undertake all other acts which in their judgment are deemed necessary or desirable for the proper and ad- vantageous administration and settlement of my estate. J:!1Jlli! : APPOINTMENT OF EXECUTRIX AND TRUSTEE A. I appoint my beloved daughter, ARDITH ANN BUFFINGTON, as Executrix of this, my Last Will and Testament, but should my said daughter, ARDITH ANN BUFFINGTON, predecease me or fail for any reason to qualify as such Executrix, or having qualified fail to serve as such Executrix, then I appoint my oldest living child to serve as Executor in her place with the same powers and duties, B. I appoint my daughter, ARDITH ANN BUFFINGTON, as Trustee for any property which passes under this Will or otherwise to minor children, if any. C, In the event my daughter, ARDITH ANN BUFFINGTON, should predecease me, I appoint my son, LEWIS C. BUFFINGTON, JR., of Elizabethville, Pennsylvania, to serve as Trustee for minor children, if any, with the same powers and duties. illlli: AFTER-BORN AND AFTER-ADOPTED CHILDREN I hereby decla."e that in making this, my Last Will, I have had in con- templation the possibility of there being children born to or adopted by my children after the execution of this Will. and I further declare that it is my intention to include all such after-born or after-adopted children. if any, in the foregoing disposition of my estate, and I intend that they shall be bound by the provisions of this, my Will. I.f- I . . ...1h-L.-".~~ nL. 81'i6<'AA~~ 436 -4- OATH OF PERSONAL REPRESENTATIVE? COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came M P 1Tf.( It AilJ GliffllJG1ulV of the last Will and Testament of H /IIJ /J Ii /-.f fX(.C~lrrtl1<' 13 u ffIN6 TdN deceased who, being duly 5 (jJ i) It tv ., do <> depose and say that as LA. SHt. will well and truly administer the goods and chattels, rights and credits of said deceased according ~o law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. 5wo'" and subscribed before me. ,', ) ,[ J.,., , s. p'" '" \w- Oo:) A.D., 19~ / , r'''. .. " .' ," ~, I. ", c> S- Q.. v:: , .' :'.~ ~:;: C:. t'::'; ~ 6r I =..:f (y-J ,,,. c::.. .:3PJ O' ~ 0:;.<':' , U.j or:; :..::~ '-'w cr.:"'~ lia: ~ w'" ~ ..J'-' u Register 0 0: ~ .::t: If.l lli I: ri <Xl: I, .-t: ,-, Nl CX)l 0 . ,-l z (\I' ! .5 0 "' Z l:il , hi &1 l ~ .., Ql :.. .... :u :.. ",: ,0 O)~ c: u.. 0: ~ ...,: 0 bQ: N\ c: k' .r<, .....: ,ll: <I): ....J Ct-t: ~ .0, ;::<: Ell ...J I'Q: <I): - ...,: - - .: .~ oj s P, E: QJ: ,C, .5 M tIl\ <<I: M: c: ." ~~ C, ~ .,: ... ;:1:, 0 u ~ .. 1l ." tll - = <II .~ <II ~ ... DECREE Be it remembered that on the 2nd day of September ,A.D.,19~, there was probated and recorded the last Will and Testament of Hannah U. Bufflnp;ton late of Camp Hill , Cumberland County, Pennsylvania, Ardith Ann Buffington Deceased. Lelters Testamentary were granted 10 Witness my hand and official seallhe day and year aforesaid. 4~JO /) ~-;l?;L '# .' I :/ (:/. Y."' , ) /4&~~ /. Register 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 aCQui re 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 at property 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 the 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 filing 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 daughter-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 against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who 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 imprisonment not exceeding one year or boUl. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on fOlm PA-40.lndividuallncome Tax Return. i REV-4~O EX+ (10-Bot COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY ~ . ESTATE OF (lnstrvctions on Reverse Side) HANNAH U. BUFFINGTON , I , ITEM ESTIMATED DEPARTMENT I DESCRIPTION I NO, MARKET VALUATION ! VALUE IOFFICIAL USE ONL YI I NONE I I I , TOTAL ... ~ /I . . '10 ....-v~ \I add,"onal space IS necessary. use 8'1" x 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any m-lterial part of his estate without receiving valuable and adeQuate consideration? (Answer "Yes" or "No".) es 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party 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. 81 b. Copy of death certificate. 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" or "NoNc)NO a. Wa~ 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 Ii fe 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".) ..E2- 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 live 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 "Yes" or "No".) NO 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of lIhich 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 decedent and others ( ). REV-4!53 EX+ (10.801 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT Estate of HANNAH U. BUFF 1 NGTON BENEFICIARIES AND ADDRESSES Richard L. Buffington David W. Buffin ton Ardith Ann Buffin ton S. TimothY Buffin ton Jr. SCHEDULE "0" BENEFICIARIES (Instructions on Roverse Side) RELATIONSHIP SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY Son Yes sui 40 Shares of Citicorp NA cemmeR stecl( 25% of residue Son Yes sui uris 40 Shares of C~t~corp NA 25% of residue sui juris All tan ib1e pro- perty, 40 Shares , common stock 25% of residue sui iuris 40 Shares of Citicorp NA 25% of residue --" -_..__...-~.--_.,_._-.--- The above beneficieries were living at the time of the decedent's death except for the following: NAME If edditlonll 'P"''' ne....."'Y. u" 811" K 1\" shOtts. Dau hter Yes Son Yes Son No DA'TE OF DEATH , I I I ~ l \ I I i I , i I i I , , i I ! 1 I I INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "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 tangible and intangible property are to be included. List real estate first. 1. Describe all real propertY as indicated in the instructions for Schedule" A." Describe all personal propertY as indicated in the instructions for Schedule "B." Include the name, address and relationship to the decedent of the co-owner[s] and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned propertY. 3. Indicate the percentage of the decedent's interest. 4, I ndic8te the market value of the decedent's interest. c '" tl ("l 6 1"1 ;I- :;; Z :>- 0 0 t/l tl - C'l ("l c: tl ~ Z ::: Z t'" 1"1 1"1 ~ Z :>;l 9 9 t'" - Z Z 1"1 ..., 1"1 ..., z 9 9 ..., 0<: t/l 1"1 - t/l Z 0 t/l 0 ..., :~" 0 "l "l :>;l ~ - o. 0 Z , .'r ~/ c:, """ c.- 1 T':.: Lo..:: , ,~ c.' E : L~: c::;V,l Z ~:~~ 8l":1 wLl.'! 0-:::::' 0: - h~r.3 '" 50 G 0<: 0<: 1"1 1"1 ;I- ~ :oJ rl a rl 0 0 ~ ,r- ~ rl ~ ~ ~ Q) .... :> ,~ .... '" :z: ~ ~ 'E rS Il-o 0 Iol III Q) M III M M ;:l ::> 0 .... ..l \.0 :J: ro .,~ 0( a u ~ - g u :z: rl - :J: N U \00 0 ,\00 - 0 !< ci '-' ~ "- \.to ~ 0 '" 0 :z: ci - .... '" ;.. i-' ci :z: .... .... ~ .... :z: :z: :l ci - ci < ~ t5 Iol :s CI Iol :z: :z: .... ::> ~ :z: ~ ~ '" ~ 0 0 .... u CI Q. :l RECAPITULATION Appraised value or Personal Properly..................................................................... · .hR...~lJ^!l.4 Appraised value or real esUlte ............................................................................... · .....I'l.Q.(\('l..... 'foUll appraised value .......................................................................................... · .J.6...3.13A9.4 AFFlDA VIT OF PERSONAL REPRESENT-NfIVE County of Dauphin ss: ......................lIRRJ::r.I;\..m~J':l...l?R!:'!:'J.~g?;'.Q.~................ ......... ....... .................. ......... ..... ...... .... Execut rix HANNAH U BUFFINGTON X'Mlmi'oiKmtx or the Eslate of.........................................:.................................................................. deceased. being duly.......(!!i9.!l-.~............................................... sccording to law, depoSe snd say that the items appearing in the Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite each item of said Inventory represents its rair value as of the date of the decedent's death; and that decedent owned no real estate outside the Commonwealth of Pennsylvania except that whkh appears in a memorandum at the end of the Im'entory. ~.I.'!9.~...:F.~.................. and subscribed \ before me this............l.~.tb............ day of .............O("t.oi:er..............., A. D. 19.a.l... ...~l?:;;!..<..;,..~....t.9......::t.:.r.'e:}.?.~............ LIN!)~ D I'LANTZ, Not.,y Pullfl'c Ka:ri~:)Urg, Dauphin Co My COlnmiSJIOn Expiros June 3. 19fJS' ...,..?i,:<t~~..t2.,.l<.t"..ti~.,/.Lk.~.'14{,t.?;I..... ........ E'Jeeu~r .. AdmUtfat.G1lT 21 Circle Dr~ve (;.\\ml?..~.n1.r....r..~!:\!:.!!'i..~.~.?..I}!.?.....~1.~.~!......... Addrell INSTRUCTIONS 1. AD ioventert must be Died within three month. after appointment or perlonal repreB8ntaUTfI. 2. A 811Pp16mentallnv8ntory muet be lied wlthtn thin1 &fl of dl,rovary of additional ...etll. l. AddlUona' sbel!JtI mI.)' be attacbed 1.1 to pI!JrlOna1t1 or realty. 4. See Artlele IV. Flduel.rlel Act 01 191t. (") r!f,; S::u ir:~," ~~'"\" 1'- :, 7- ,.::::. ~~ ",'" "'~ c'o i/i:D ~'!g , :?, 05 -- " ~ :a '" .,; " ! .. - ~ c:l - 0 - .. Q .. " " -5 " :>< .,; u " IE ~ :; 0 " u ~ .;) ~ ~ 'M " ,'::1- ~ ~ ~ '0\ ~ _Cl 'So ~ ~ " ! 1 -5 ~ PI " ,-' " ~ " \\pi .5 0 ... " U ~ .~: ... ~ " .E \~: '0 :a 110 0 '" ." ;.: " " 0 .!! .. - 3 - 0 u: 0 0 I :.. ci ..: ~ i ): -,' ;)" ... ,~~ i .<C '.', '" - ~ - - I',,", >. - c: " " U j ... 8 III to .. Q., INFORMATION To insure proper credit to your account, tho nnme of the estot6 and file numbor should be clearly print- ed on the check or money order. This assessment is mado in accordance with Section 70e of the Inheritanco and Estate Tax Act of 1961 172 P.S. S 2465.706). To the allumt that inheritance tax. is paid within throe (31 months after the death of the decedent. 8 discount of five 15) percent is ellowed 172 P.S. S 248S.716). Inheritance TalC, other than tax on a future interest. is due at the date of the decedent's death and becomes delinquent at the CKpiration of nine (9) months after the decedent's death 172 P.S. ~ 2485.711). Inheritance To)!. on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P,S. 9 2485.712). Calculate interest from the delinquent date shown on the face ot this form 10 the date of actual payment using the following interest table: ---------..-- --------- - --------- --- ------- ------ - - --- - ----------- -- -- -- - ---- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 1 1 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 deys .00051 13 days .00220 23 days .00386 4 days .00068 14 deys .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 deys .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 1 9 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 -- ----------- -------- --- - ----- --- --- - ---- --- -------- - - - --..------ ---...... Any party in interest. including the Commonwealth and the personal representative. not satisfied with the assessment may object tht!reto within si)(ty (601 days after receipt of this Notice as provided by Section 1001 of thelnharitance and Estate To' Act of 1961 172 P.S. ~ 2485.1001). Make check or money order payable to: "Register of Wills. Agent" Mail to the address listed below: REV.4!S!S EX+ 13.801 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~ ~ I.t~:_~ Est8teof_J:IA1llNl1H II, RIIFF1NGTON Date of Death 3/l5/~1 FileNo. .-;U -1'/-[;"10 WHEN CLAIMING THE FAMILY EXEMPTION. COMPLETE THE FOLLOWING: - - . Claimant 'Ar~ith Ann Buffington Relationship 10 Decedent n.rlllghtpl'" Claimant's Address at time of Decedent's Dcatll ITEM NO. DATE NAME OF PAYEE REMARKS AMOUNT $ 20.00 27.44 58.00 10.00 47 00 9,242.35 1,074.50 2,035.00 590.00 855.00 65 00 194.00 400.00 9 DO 2,000.00 Cll1Tberland Law Journal The Evenin Sentinel Ca.olle Associates Mellnan, Gekas, Nicholas & Lieberman Fister of Wills-Cumberland Co Pol clinic Has ital The Rehab Ilos i tal Hoover Funeral Ilane Elizabethville !obnUll'ent Carpany R. L Ma ar le ~ID Edwardo A. Viola 0, MD Tristan Associates Gekas Nicholas & Lieberman Re ister of \~ills-Cumberland Co ith Ann Buffin ton Legal Advertising Le al Advertising ~ledical Services Miscellaneous Expenses Letters Testamentary Medical Services 11edical Services l:'Uneral Services l~rial l1:lmnrent 11edical Services ~ledical Services !1L>0ical Servides Attorney Fees Filing Debts and Deductions Family F.xemption TOTAL 16, 627.29 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts. funeral elCpenscs and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. . ((. ,I, I/o Ii iI. , /j;,/,,,,. ." /;). 10/19/81 51GNATU~[ OF F10utIARY (' DATE OFFICIAL USE ONLY DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF S .'tr-.t..21.:l. 'I AT ? % TAX RATE t..;)"1 C -I . //Iil~ 1/ . ~'p,,,"'W ( GISTrR OF ILLS /,J. - / J/ - n OAlr" GENERAL INHERIT ANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her toxable estate. In odditian to debts incurred by the decedent or estate, alher items are c1aimoble including the cast of administration, oltarney fees, fiduciary fees, funetal ond burial expenses including the cost of a burial lot, tombstone or grave ma,ker and other reloted buriol expenses. All debts being claimed against an estate ole subiect to the opproyal of the Register of Wills with wham the tnheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be allached to Ihis schedule. A family exemption may be c10imed by a spouse 01 a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of Ihe decedent who is 0 member of the same household can claim the exemption. In the eyentthere is no such spouse or child, the exemption can be claimed by o parent or parents who ore members of the same household as the decedent. The family exemption is ollowoble only against assets which poss by a will or by the Pennsylvonia Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an axeculor or odministrator, for services performed in administering an estate is reportoble for Pennsylyania Income Tax purposes. This taxable income item should be reported on form PA.40.lndiyiduollncome Tax Return. t'" "" " (") E; t'1 ~ ~ z ~ 0 0 '" C'l (") c:: " ~ z 3: z b t'1 t'1 ~ Z ;<:l !=l Z !=l z Z t'1 "'I t'1 !=l "'I -< t'1 ~ !=l <J'l ~ Z 0 <J'l 0 9 '"l1 '"l1 ~ ('.! ~ - 0 .. Z ~. ~. " ." ~ '. ~z; ....~ 1 ;.". c.' ~ I," --" 0' ")~, U;" . z ',,-, oc::; ";::::L u.... (C~ ~o:: ~ ~j~\ -< -< c:o . w t'1 t'1 ~ ~ ;<:l ;<:l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. 11 Ihe family exemption is beiag claimed, indicate the c1aimanl's name, address and his/her relationship to the decedenl. Enter "family ~xemption" in Ihe remarks column and the amount claimed in Ihe amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the dale on which each debt was incurred and/or paid. 4. Enter the names of each payee. S. Prayide a brief explanation in the ren.arks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed Ihe responsibility for paying the debts. iF ADDITIOHAL SPACE IS NECESSARY USE B'/' x 11" SHEETS. u , J . ~\Ii I _..J [. L":~_. " .-(p:i7. '\ I,; :z 'J. "> ., "\ l .... ..., en ..~,.a', \. c,- ,,~/ ~ ":.&,, . , . ' - ...... '" -.: :;: 0:: ~ t:l W . - ...l ~ 2 w , ~ w " ~ ~ z VJ m < . ... N ~ ~ 0 w "" z . > u ~ 0 m ~ '" " x z ~ = " 0 z 0 U . w ~ - , 0 . Z ~ < " d ~ 0 0: . iJ z , ... , . m :.:: 0 1i I>l N l;J " " < , z -.: :;: ..l W - ;. \ 4-l o QJ 1Il ::I o :I: +' l-l .'0 ::I uc+'o ro l-lU :>. ::I '" ~ Ul O;>'.-i ro.-i u+' 0 ~r-i cr-- -.-I - ::I.-i Q.l::: Ul 0 .-i cu<'l; .0 4-l ro P< ro 0 '<::'Cl l-l o.c' o ~ l-l ro QJ CQJO.-i.-i O+' l-llll :c Ul Q) QJ -.-I .,~ '<::.0 .-i QJOl+,Sl-l '<::QJ ::Iro E-< 0: U U Ul-'< ..-1 ~ :3 QJ QJ.-i I~ U COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF I~EVENUE: Application is hereby mode lor cooselltto the trander olthe fallowing securities 01 0 Pennsylvania Corporation ora Nationol Banking Associution localed in Ponnsylvanio: DATE_LJL it) _____ (0) 160 (b) Citicorp, ~'__^' _ .._______(cL Commq!l___ (NOTE: In describing securities enter ill (0), ab (JIe, either the number 01 shores 01 stock or the loce omount 01 registered bonds, in (b), the nome 01 the issuing compony ond in (c) the closs 01 stock or the stated interest rote and maturity dote 01 registered bonds.) ISSUED ON . ., and hoving 0 TOTAL MARKET VALUE OF S 4,102.40 ~~ . os 01 the dote 01 dealh 01 the decedent Hannah U. Buff~ngton , . (Nome or Decedent) onAugust 15, 1981, , (O.t. of doath) who wos lote ol~ Cir_c1~ Dri_::'.:~C_~~~~.1~~~~-.-!:2.~~~____..__ (Street and Nunlber) (Post Office) (County) (Statu) The securities ore registered os 101l0ws:__1!1!!!l)aILU-!..._Buffip-.9:..t.9.!l_____ (Nome or names In which ccrtiflcoh!5 are ,registered) i .I Ardit:h Ann _~~_ff~~gt<?~__~.~_~.~.rcle Drive,_~al:'p l!ill_, PA 17011 (Name) (Addreu) NAME OF APPLICANT ________...________ 21 Circle Drive COUNTY FILE NUMBER 21-81-_~40 __ADDRESS OF APPLlCANT_~V-il.L. PA 17011 BUREAU FILE NUMBER____ .SIGNATURE OF APPLlCANT~,~)ahLd ti1A. &J~Al...,::iil\.. NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT Bll -. J CONSIDERED COMPLET:: AND WILL BE RETURNED TO YOU FOR COMPLETION. ADMINISTRATOR) ~) , j \--_.------ -------_._-----'-_._-_..~.._----_._._-,.._-----_.- .!-'--.. ._--- . .. - ..--..-..-----.--.--..-.-.......--------...------ COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE.___ I hereby consent to the tronsler o.f the obove securities now registered in the nome 01 the aforesaid Deceaent ond woiye the liling 01 0 ccrlilicate certilying ta the payment of the transler inheritonce tax to which the prop',rty 01 soid Decedent is made suhje;:t pl".;U"nt to t~le provi.ions of the Act ai June 20, 1919, P.L. 521, os amended and the Act of June 15, 1961, P.L. 373, os omended. This is also in accordonce with the provisions 01 thci Act 01 April 9, 1929, P.L. 343. TI,is Consent to Transfer the heloin described propelly operotes only in reference to the estote of the oboye.nDlned Decedent. (.\ A~~) ;,' ~:(f{:~tj~C):.,\ ,....I,~.J.. ....) ,,,;,,,"'':'..I''~'',>.: Signed for the Secretory 01 Revenue i' ryr By _\!)j(~,,). .C',Xu~~ I.. --.I,,-,,-rlL..ltr \.{Sigllull,.lrd ;o-i Ct. "J,...1._\ (Title) (Col,.ln,y)