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HomeMy WebLinkAbout81-00572 ~~# (} c G: , " ,. c:; ~~~/ - '":..::. C'\, ~.;o! u_,~, Q. C,.1r-' :..0."; "'w cy'V'~ VJ ' D' OC] '':1:' "'\.oj 0.:::.,) ~cr: - ~U ~ U " " 3[ct1it lIill nttb UTt!ihtUttttt OF J. PAUL HARRY I, J. PAUL IWlRY, of ll02-1! COIUl1bus Avenue, Lemoyne, Cumberland COlDlty, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wi 11s and Codici Is heretofore made by me. FIRSf: 1 direct the payment of all my just debts and the expenses of my last illness and fW1eral from my estate, as soon after my death as conveniently may be done. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my children, BETrY J. SCARBOROOGH, ~IARGARET E. McDE~larr, Jt\~ms T. IwutY and EVELYN H. HOWER, or the survivor thereof, in equal shares. THIRD: My Executrix and personal representative shall have the following pO\~ers in addition to those vested in them by lU\~ and by other provisions of this Will, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such tenns or conditions as are deemed proper. (B) To compromise any claim or controversy. (C) To make immediate p3),nents for the support and maintenance of my wife, LEOLA S. HARRY, to my said wife or to her Guardian as may be agreed upon by said Guardian, Executrix and persona] representative. FOURTH: I nominate and appoint EVELYN H. 11O\\1:R as Guardian of the person of my wife, LEOLA S. IWlRY. ~ly Guardian is specifically empowered to administer the various accounts and the ] B;c that have been provided and estab' lished for the care lll1d maintenance of LEOLA S. IlAlIJ(Y. 1']1'111: 1 direct that any and all inheri tance, estate and transfer taxes imposed upon my estate passing under my l\'ill or othendse shall be paid out of the principal of my residu"lry cstate. 540 .~ . \..l 15 .. ..., cO :.o~ .' ~?~ - I"1n :I.:?-, ~')c to I :"1 :-:):;u r;'C) ...., :.\l:J "J , ",r'l ".';',-, ~9 , '", ~ :\' " , , -' '1 "":'.,. , ,..,,, , .. ~ ~ o ... ~ f;. ~ 0( Z N ti 0( .. ",:i g ~ a: >- o .J Iii ~ III !( z Z . :( w o ti :E Q. z .. ' 10 a: l:J Z ~ ~ ~ ~ ( 0( l'1 .... ., N en Z 0( ~ a: i en ...:l ~ . ..., . .. . OATH m' Pt:RSONAL REPRt:SENTATlVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Leuers of Administration in and for the County of cumberland, personally came 'R,Pt"ty 1 SI':1""M'~'" 19h who, being duly ""n"" ,do a.c:: depose and say that as FVCllf"11t"riv deceased of the last Will and Testament of ,T 1'~" 1 \1~"'J' she will well and truly administer the goods and chauels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. <1I.nm and subscribed before me, September 18. .A.D., 19.ill:- J ?.. , ~'~r):f::;J' . Register :..; ""i ,11\ . 0:): - , Ol Ol ie.' :~ ~:' : ~ ....\ '..' O~' r::. ~ "-:' \c! lJ..., ~"' c._ ',~ .1 QI' ".",. ct:(.-";, u.J ',-'i::J \0: 0-.- v; ~~~ utJ ,,:E U. i CX>\ " ~~ - '::> 50 ~u 0:): u 0 ""1 C\J: .:.: 1-<: N t-: ...J ~ ~ (\l: 1" l!\: .0: ,: ~ e: ~\ ",,: ...J - (\l' co: - +>: .: ." .: - ", ~ . 0.: "'" ~ ti (\l: ,..~ C\J\ I: ... tQ\ '" ~ CQj 'tl eX ., . ~ ~ ~ ,-1 0 ! ~~ s e ~ 11 d S 'tl - I: If ." '" ro. Z [;oJ Ol DECREE Be it remembered lhat on the lBth day of September ,A.D.,I9..!ll-. there was probated and recorded the last Will and Testament of J. Paul .Harrv late of Camo Hill "Cumberland County, Pennsylvania, Deceased. Lellers Testamentary were granted to Wilnen my hand and official seal the day and year aforesaid. Betty J. Scarborough ~43 REV.1500 EX + 19.81) BUREAU OF EXAMINATION PENNSVLVANIADEPARTMENT OF REVENue P.O, flOX 8327 HARRISBURG, PA '7105 INHERITANCE TAX RETURN RESIDENT DECEDENT File Numb" ~I. 511. 05?~ Decedent's Address ;ll'l (\). ~5'fh -S+. C1im }ti\I/PA 11011 CHECK ,. Original Return I1J 2. Supplemental RelUrn D 3. Ramalnder Return 0 APPRO, PRIATE 4. Life Estate D 5, Federal Eslele rex 0 Return Required. 6, Decedent died testete 7. Decedent maintained a living D S. Number 01 sale deposit D (Attach copy 01 Will) trust (Altach copy 01 trustl boxes inventoried All correspondence end conlidential tex information should be directed to: SLDCKS CDRRE, SPDNDENT Nam~ Telephone No, '"'D,'bo City R...pitulation 1. Real Estate (Schedule Al ( 11 2, Stocks and Sonds (Schedule S) (2) 3, Clo..ly Held Stock/Partnership Interest (Schedule C) ( 31 4, Mortgeges and Notes (Schedule 0) ( 41 5, Cash & Miscellaneous ""rsonal Property (Schedule E) ( 51 o.~ , 02>1.\ . :31 , RECAPIT, 6, Jointly Owned Property (Schedule F) ( 61 ULATlDN 7. Translers (Schedule GI ( 7) S. Total Grall Allets (total lines 1-71 AND 9, Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) TAX 10, Debts/Mortgages/Liens (ScheduleU (10) 11, TOlal Deductions hotallines 9 & 101 12, Net Value of Estate Wne S minus line 111 CALCU, 13, Cheritable Sequests (Schedule JI LATIDN 14, Net Valuesubi"t to tax (line 12 minus line 13) 1'011 Stete Zi ( 81 ...,g;}, 6~'-\. 31 1111 ~ I.{Oq. a.3 1121 ~ ;lDaS.O~ (13) (14) ~'+) U ~ '5.0 ~ Computation 01 Tn 15. Amount olline 14 taxable at 6% rate (151 ~L\)~~5. O~ (inelude values lrom Schedule KI 16, Amount 01 line 14 taxable at 15% rata (161 (includ. values Irom Schedule KI 17. Principal tax duo (add tax Irom line 15 plu; tax from line 16) IS, Total Prior payments: (0) Amount Paid (bl Plus Oiltount (eI Minusloleres, (181 19. Salance Due Ulne 17 minuslioe ISI M.ke Chock Payable '0: R.gist" of Wills, Ageol ... PLEASE RECHECK MATII.. . x,06' 501""'1. '5D j x,15- 1171 5jDll.50 1191 Under p.nalli" 01 p"jury,1 deel.re thot I have examinad this return, ineluding a"ompanying schedul" and statements, and to the b.st 01 my knowledge and 11.lial, it iSlru., corre t. end complot., D.cla..tioll of preparar oth" t~an the p.rson.1 reprasenlllive is b.sed on all inlorm.tion 01 which preparer h" any knowledge, (SI ADDRESS DATE SiGNATURE OF PR"EPARER OTHER 'fHAN REPRESENTATIVE:- __,_u ADDRESS i.( . ' , ,REV.451 EX" (3.801 COMMONWEALTH OF PENNSYLVANIA SCHEDULE "B" *' DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX PERSONAL PROPERTY RESIDENT DECEDENT . (Instfllcrions on Reverse Side) Estate of J. PAUL HARRY - 1 ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) INTANGIBLE PERSONAL PRDPERl'Y (Continued) 7. State Capital Savings Association - Account No. 002-20-05065, in the name of the decedent only, established Novenber 23, 1973, principal balance- $15,000.00; accrued interest-$6.25; Balance as of Date of Death: $15,006.25 $15,006.25 . 8. State Capital Savings Association - Account No. 002-20-06229, in the name of the dece.dent only, established September 8, 1974, principal balance- $12,000.00; accrued interest-$5.00; Balance as of Date of Death: $12,005.00 $12,005.00 9. Capital Savings & Loan Association - interest I accrued and received prior to death: $169.26 $ 169.26 1 10. Prudential Life Insurance - dividend accrued and received prior to death: $117 . 19 $ 117.19 1l. Social Securit}' Benefits - accrued and received I prior to death: $449.70 $ 449.70 12. Nationwide Retirement Plan - benefits accrued and received prior to death: $134.28 $ 134,28 I 1 TOTAL THIS PAGE _m..Ml..68_ i The HAR tR1lJ~~ Savings Association Ares Code 717/236.4041 JWIles D. Bogar 5 West Main St. Shireman9town, Pa. 17011 SECOND AND PINE STRtETS. HARnlSBURG, PENNSYLVANIA '7'01 OFFICES DOWNTOWN. COLONIAL PARK. CAMP HILL. LEBANON. UNION DEPOSIT CAPITAL CITY. NEW CUMBERLAND. YORK. SUMMEROALE September 21,1981 The information which you requested on the account(s) of J. Paul Harrv (Social Security # 183-10-1362 ) is as follows: Account Number(s) Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Accllunt Ownership Name of Jo'int Owner, if any Date O.nership was Established Additional Infor- mation requested DOD September 3,1981 4-86527 4-09-110994 optional 4 year c.ert. AUl!uBt 11,1980 March 13,1974 $3,644.79 $20,000.00 18.17 133.76 $3,662.96 $20,133.76 Individual Individual November 29,1966 Nnv~mb.r 29,1966 'lours truly, . r. \- di : ,,~} (l ,I r . J ! md" ') Stephanie A. Nork Savinae Couneelor-Hain Office James D. Bogar Attorney at Law 5 West Main Street Shiremanstown, Pa, "''"''''[f,~- "."Ii " 111'~ b"'.Ju.........l!Ic. C'r, I':'~"'~'f), M \ l~:\.l 1...:,U' ~ 1,1 ~';\ r~ '"' w..1 U ~"Ja'I "" f;,,," r"''''\ ~,p>o". "~/,'. ."1 I ' ,\ ~,:" -':;'.4 \.0'4 .,. \.. ...,"~""" ASSOC!AT:ON r~::--~, I ' , ~.:? Ii 11 I , .J."i DATE: September 24, 1981 DECEDENT: J. Paul Harry D.O.D.- 9-3-81 17011 #002-lQ.-05065 BALANCE AS OF DATE OF DEATH $ 15,000.00 ACCRUED IN'J$REST 6.25 DATE OF DEATH VALUE $ 15,006.25 DATE ESTABLISHED 11-23-73 MATURITY DATE 11-32-81 ACCOUNT TITLE J. Paul Harry #002-22.-06229 BALANCE AS OF DATE OF DEATH $ 12,000.00 ACCRUED INTEREST 5.00 DATE OF DEATH VALUE $12,005.00 DATE ESTABLISHED 9-8-74 MATURITY DATE 9-8-82 ACCOUNT TITLE Ult *---- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURITY DATE ACCOUNT TITLE #_--- BALANCE AS OF DATE OF DEATH $ ACCRUED INTEREST DATE OF DEATH VALUE $ DATE ESTABLISHED MATURI'J.'Y DATE ACCOUNT TITLE - THE PENALTY ON PREMl\.TURE WITHDRAWALS OF TERM INVESTMENTS IS WAIVED PRIGR--!1'o-.rrHE":I'NVESTME1'lTSd~ENEWAL-DATE. TO ACT UPON ACCOUNTS HELD IN AN ESTATE WE REQUIRE A SHORT CERTIFICATE"DF CURRENT DATE, A DEATH CERTIFICATE ON JOINTLY HELD ACCOUNTS. (We also need the eveidence of account) CONTACT US FOR ANY FURTHER INFORMATION. BY: / ,....' ~I'l"" ::./.77'1';: ~~p 1II,~' ~nll ,"i MJI;ll~ :.1 crlUi, ',:hi I, 1'(, f ";,. 1/:1,1 Hf.Hi,;'.iIIJi~:. ,.j! tt,YIW,tJIA 11l0!, PHI ~'m n;>r)r " r-FS1:id . ~ ,. - . -' _._--- I ~-..-..._.. , QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within lwo years of death, lIIake any transfer of any nloleli<ll polt 01 his estate without receivin~ valuable and adequate consider<ltion? (Answer "Yes" or "No".)_NO.- 2, Did decedent, within two yeals 01 deilth, tronslel propelty 1IOIiIIiims~lf' liersel! 10 IUlllsel(/lierse\f IInd anothel palty orparties(inclndinR il spouse) in joinlownelship? [Answer "Yes" IJI "No".) _NO ..., 3. If the answel to one or two above is "Yes" and the :I<lnslels iile Cl;lli:1ed 10 be nont<lxilble, provide the following information: a. Age of decedent at lime of transfer, b. Copy of death certificate. c. Affidavit hy the ollending physicinn indicoting Ihe slole of decedent's h~i1lth lllilllC of lransfer. d. All other infomralion supporting nOlltaxabllily of liansfel. 4. Did decedent, in his/her lifetime, m<lke any lransler of property willlUnt receiving II valunhle or adequate consider<ltiofu therefor which was to take effect in possession or enjoyment ilt or <lfterliis/lier denlll? (Answer "Yes" or "No".) a, Was there any possihility that the properfy Ir<lnslerred mighl returnlu (rilllsleror orllis/her estate 01 be subject to his/her power of disposition? (Answer "Yes" or "No",) -- b, What was the tronsferee's age <It liille of decedent's delltll? 5. Did decedent in his/her lifetime m<lke <lny Irllnsfer without receiving a v<llualJle and adequate cOllsidwlion therefor under which transferor expressly or impliedly reserves {Dlllis, :lOr iile or :,ny peried whicll docs in fact end hefore his/her death: a. The possession ur enjoyment of or the right to income fromlhe preperty II<lnsfelled7 (Answer "Yes" or "No".) ~ b. The righlto designate the persons who sllilll possess or el1loy Ihe properly trimslerred or income therefrom? (Answer "Yes" or "No".) No 6, If the answer to five b, <lhove is "Yes," state whether the ril~ht was reselved in dccedent <llone or others. 7. Did decedent in his/her lifetime make <llransfer, the cOl1sider<llionfol which W<l~; lrilnsleree's promise 10 pay income to or for the benefit or care of transferor? (Answer "Yes" or "No",) NO 8. Did decedent, at any time, transfer plopelty, the hmeficial enjoyment of wl1lcl1 WilS suhjeclto chilnge, becallse of a reserved power to alter, amend, 01 revoke, or which could revrrtlo decedent under ICIIIIS of transfer 01 by operation of law? (Answer "Yes" or "No".j ....m_ 9. If the answer to eight r:bove is "Yes," was the power to alter, emend arlrlvoke tile iatelCst of the beneficiary reserved in Uw decedent alone ollhe decedent and others? (Answer "Yes" or "No" ,I ....NO- p:: p:: 0( 0( ~ ~ ~ ;;.. ;;.. ~ I Z n ::.0 ,f-' 0 1'1 N :::O~ ~ " ':1n '" '.,', "- Llr:> :J ", ,',"n , ..- , '..:.~' ..l ,',', -< N - Z ." U - 0 "" - - "" ,... r C -< ~ 0 ~ ;:.: ~ '..J~ ,... 0 '" C z ei '" tfl ;;.. I- ei - '" I Z I- l-1J I- ~ 7., Z ,..l ei - ei 0( p:: Z ~ l-1J - 0 ::;> U l-1J ..l Z ~ ;1', ,... \;i % - Q or, Q 0 0 -< ::: -< '" -<: u 0 "" ::i 'lSaJalU! 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UO!ldwaxa ^\!wej aqi 'luapaoap a4l 5e Ploqasnoq awe5 aql jO 5Jaqwaw ale OqM SluaJed JO luaJed e ^q paw!ep aq ueo UO!ldwaxa aql 'Pl!qo JO asnod5 qons ou S! alaqlluaM a41 UI 'UO!ldwaxa aql W!eIO ueo PI04asnoq awes a41 )0 Jaqwaw e S! OqM lUapa:>ap aql )0 PI!40 ^ue uaql 'slqfi!J laq/S!q pa1!ajJOj seq asnods a41 j! JO 'as nods ou S! aJa4111 'e!ue^l^suuad U! pal!O!WOP pa!p oqM luapaoap e jO as nods e ^q paw!elo aq ^ew OOO'l$ jO UO!ldwaxa ^I!we) 'V 'alnpaqos S!ql 01 pa40ene eq Plnoqs paW!elO 6u!aq slqap a41 101 ^l!l!qe!l s,alelsa a41 JO s,luapaoap a41110ddns 01 aouapl^3 'pal!) Sl umlal:l xei aouel\laqul a41 WOqM 41!M SIl!M)O lalS!6alj a41 )0 le^Oldce aql Olloa!qns ale alelsa ue Isu!e6e paw!elO 6u!aq Slqap 11'11 'Ja,>\Jew a^el6 10 auoI~qwoI 'lolleunq e )0 ISO 0 a41 6u!P"IOU! sasuad~a \elJllq pue lelaUnj 'saa) ^le1onplj 'saaj MOloue 'UO!leJIS!O!Wpe 10 ISOO aql 6ulpnlOU! alqew!elO .un SLUal! la410 'alelsa JO loapaoap aql ^q paJJnou! slqap 01 OO!I!ppe ul 'alel" l!IQexel 194fS!4ISU!e6e 9IQ!I:mpap ale 41eap J94/s!q 01 JO!Jd Iuapaoap aql ^Q palmoul Sa!I!l!qe!l pa!IS!lesun NOliVV~1:I0:lNI Xlt13:>N\;f.LI1:l3HNllV1:I3N3D .-..... -- >=-- : ~REV.1162EX i; I . COMMONWEALTH OF PENNSYLVANIA '~No K 69988 DEPARTMENT OF REVENUE . ~... , '. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX It ' ~ ; " = III ~ Betty J. Scarborough ~l RECEIVED c/o James D. Bogar IJ . FROM ~. . I 1 - -- ~ """ ADDRESS 5 West ~lain Street Shiremanstown, Pa. 17011 -- ----..... ".,. :.... ~A - TAX AT 6% TAX AT 15% TAX AT " " ESTP,TE TAX .......-... ~..', ~ 5077.50 TOTAL TAX CREOI1 ___,_ --E'S-iATE INFORMATi(ii.rSepteinber-3~- 1geY--- - DATE OF DEATH 21-81-572 FILE NUMBER DATE OF PAYMENT January 29, 1982 J. Paul lIarr). Cumb erland NAME OF DECEDENT COUNlY -------------------- POSTMARK DATE REMARKS PAID ON ACCOUNT SEAL m -- --- m LESS DISCOUNT PLUS % INTEREST (FROM TO_I TOTAL AMOUNT PAID RECEIVED BY SIGNATURE HU;I(;n nor \\:il.L:: 5077.50 ,', ,15 ''-' '.,1> ~] .!,:'II ,,~ , 'c"t .Il '1 t;l " ,oJ INFORMATION ThiS document is the Notice required to be given under Section 709 01 the Inhentance and Elt.te 11. Act of 1961 172 P,S, section 24851, If the tlX is paid within three (3) months after the decedent's de.th, . discount of 5% of thl lIx p'l(~ is allow.d. Inheritance Tax becomes delinquent nine (9) months after the decedent's de.th, Interest is charged ,t tho rato of six 16l percent per annum on the amount of unpaid tax, {SEE EXAMPLE BEL OWl EXAMPLE: If I balance of tax due of $2.000.00 is in . delinquont status from 3-3-8Q, and payment II mid, on 5-23-80. the interest is calculated IS indlclted below: STEP I Determine the rate of interest from the table bolow. STEP 2 Multiply the ballnce of tax due bV the r.te ot interest STEP 3 Add the int,r"t to the bllanc. 01 t'li( du.. Intorest from 3-03-80 Results in: 2 Months = 20 Oa,s = Rate of interest = to 5-23-BO ,010 + ,00335 ,01335 B.I.nce of lIix due Rale of interest INTEREST $2,000,00 x 01335 $ 26,70 B.l"ee 01 1.1( due PlUi Inler'll to O!!, Of Pa,ment (+1 'fOr Al to. and lntere,t to 0.1. 0' P.vm.nl $2,000,00 . 26,70 $2,026,70 --------------------------------------------------------------------- 1 month ,005 4 months ,020 7 monthS ,035 , 0 month, 050 2 months ,0'0 5 months ,025 e monthS ,040 , 1 months ,055 3 months ,015 6 months ,030 9 months ,045 12 month, ,060 , da, .00017 l' da" ,00'86 2 Ida" ,00352 2 days ,00034 12 da" ,00203 22 alVI ,00369 3 da,s ,0005' 13 do" ,00220 23 da,. ,003B6 4 da,. ,OO06B 14 da,s ,00237 2 4 ~a,. .00403 5 da,s ,OOOB5 , 5 da,s ,00250 25 da,. ,00420 6 da,s ,0010' 16 dl's ,00267 26 da,. ,00437 7 da,s ,0011B 17 da" ,002B4 27 da" ,00454 B da,s ,00135 lB da,. .0030' 26 da" .00471 9 da,s ,00152 19 da,. ,003'B 29 da" ,004BB 10 da,s ,00169 20 da,. ,003,15 30 da" ,00500 -----------------.-------------------.------.---------. --..--------------- AnV party in Interest including the Commonwealth Ind the plHson,l f.pre..nl,lIv'. not ...tlsfl,d With the appr.isement and assessment maV object WIthin SllICly ~60l d.VI IfU~f receIpt at U'11 Notice IS prOVided b\' SectIon lOa' of the Inho"tanco and Estate To. Act of '96' 172 P.5 ,ec 24B5 - 10011 MAKE CHECK OR MONEY ORDtR PAYAllt TO: 'RtGISTER or WILLS. AGENT' DETACH THE TOP PORTION OF THIS FORM ANO SueMiT WITH YOUR PAYMENT TO Tt4. REGISTER OF WillS fOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TA~ INSTRUCTION BOOK FOR ADDRESS