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HomeMy WebLinkAbout81-00590 ~ H ~ . >< Eo< >'l ~ tIl ij . U . Po Po . = ~ Z Cl :x: 0 0 @ :.: E-t 0 tJl . l:Q ~ . W l:Q ~ ~ CIl W 0 ll: H Cl :xl Ii! ll: Q) [.. ~ 11) ~ 5 c -i. - o J : "., n ~ "r;; - C:::;t) "Y. '-A {"'.J', ~ r;j~::: i- ,(, "'=' . .'C N J"::r ':-'~''z,.' - ,'J .~~ ~~; ~~.: a .~ , '-, J',~ ~ ~ I- ~ a: " ~ c( .( :J ~ . z' . ~ ~ z .. en ~ 0 0. W . iii ~ ~ &4 E-t r.. < :J z . oJ Z W . ~ fIJ A 0 H CJ ~d ~ ~ ~ a: < 0 0( 0 · 0 o-l E-t 1&J " o-l ::i CJ H ~ ~ ;5 .. ,. , . '~ - OATil OF SUnSCRlIllNG WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND f This 21st day of Septemher A.D,,19 81 before me, Register for the Probate of Will> and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came George B. Stuart and Karen E. Fairc1ot'1 the subscribing witnesses to the foregoing instrument of writir,g purponing to be th, Jast Will and T~st"ment of March 7. 1973 Kathryn A. Kuhn Dated _ late of Carlisle Cumberland County Pa" deceased who being duly _ h trix t ey were present, and saw and heard the testa sworn according to law, depose and say, that Katbr)'''' P. 1("h... sign, seal, publish, pronounce and declare the said instrument of writing as and for h er Testament and Last Will, and at the time of so doing she was of sound and disposing mind memory and understanding, to the hest of knowledge, observation and belief. their / ,/ ~' ,/i/ ".17:;.-~ ,F'? . (<~ \j<i,j,..c.t.~ tL Sworn and subscribed before f:;l,:~., I , I' ,.1.../.) , "'7/ {t. ~J 'k-' ~7 (J. cf~<,,;J Register AFFIDA VIT OF DEA TII COMMONWEALTH OF PENNSYLVANIA / ss: COUNTY OF CU~lBERlAND I Richarl L. Kuhn being duly ,,<.>nrn says that as nearly as can be ascertained the said decedent Ka thryn A. Kuhn Sunday the 13th d f ay 0 September died on . 81 -.<\,0,.19_, at or about 11:30 o'clock, -L-~I, ~un"'I' and subscribed this ); ( 'J , I. '// I' /, ,/t ~... '... I ".-' '"( .... .- , -..... 21st day of September I J ." ,'T....!/ r,;86 Register .... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL V ANJA ss: . COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of Cumberland, personally eame Richard L. Kuhn who, bcing duly sworn ,do es depose and say that as Executor of the last Will and Testament of Kathrvn A. Kuhn deceased he will IVell 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 thc law relating to Transfer Inheritances. Sworn and subscribed before me, -... !':eptemher 21. A,D" 19..8.L ;;?{~,LJ_Q ;( ?'("tc~ .--. ~lJf'?' fJ. cy'<-~) . , Register 'oJ ~.. ;~ ; C'. " 1~ cd ... - . , 'os ell ~., . ~ c:.:, - ;~~ :., ~f C:J~ N :", I..'~; , ;:cc; :., 0' w: ?w ,0 <>="' cr: ~ CJ~) ::'::* U'" u:;s cd ::to: ~ jr..:. U. '" NO 50 .., d "" r..l 0 .c: cu: ;:l: ,a. 0: ~~ ,OIl s: 0 --I g cu: ~J Cl'( .,~ ...,; I!'\ ~, l:Q c: If,), I: --I c1 ~ cu: ri: WI co: - ~: " ~ r..: ri, .c: ,5 "-1 C\J, ...,: oj: "Cl 001 ~: c:> Ln: . ; Q "E "': Z c L01 T-, '" ('\11 .s l!: ~ 11 s ." - ~ c: Ol ,~ '" c. r... tl:l os DECREE Be it rer..:"1bered that on the 28th day of September reco.ded the last Will and Testament of Kathryn A. Kuhn 81 ,A,D.,19_, therc was probated and -'ate of Carlisle , Cumberland COllnty, Pennsylvania, Deceased, lellers TpRtalIlBntary wcre granted to Witness my hand and official seal the day and year aforesaid, Richard to Kuhn 587 '.. ))1 {l I //It'"' <I ' (y ,~:t:t:~~.J / Register COMMONWEALTII OF PENNSYI.VANIA COUNTY OF CLJMIlElU.ANIl ss: Pl'r"iOll.llly .11'1'l'.trl,tl hl'l'orl' llle, a . ill :lnd (or lhl' county and stall', aforesaid of... . and "'" " "" ",," " " ",of... """..""""........"".""".."....""..".....".", sucities on the above bond who bein~ duly sworn (affirmed) a((ordin~ to law, depose and say thatlhey each own Real Estate worth the whole of the penal slim narm'd in the above bond. over and above their debts and the debtor's exemption, Sworn and subscribed before me Ihis "'''''''''' day of '" """""""" ",,". (Seal) """ (Seal) ''''','' (Seal) . ,,''',,'' (Seal) A,O.19,.."."" ......,.................,.,....,............,....,...."....-..,.,'........,.,'.'.'....,.." '..;.'"' C" '-j, <:I . .., , ~ r; :",0....; c:,.:: lJ) " l.wl" N :r Q., a. lJ:v, I..u ;~Ji" c-" u~ c,., j"'l.~' ~a: -Y:~ - (C'.::> po ::-It.> t.> INFORMATION ThIS document is Ihe Notice required to be given under Section 709 of Ihe Inhe"tanCe and Estate Tax Act of 196 I (72 P,S, secllon 24B5), If Ihe tax IS plld within three (3) months Itter the decedent's death, I discount of 5% of Ihe tlX paid is Illowed, Inherit.nce Tlx becomes delinquenl nine 191 months after the decedent's death, Interest Is chlrged at Ihe rite of six t61 percenl per Innum on the Imount ot unplld tax, (SEE EXAMPLE BELOW) EXAMPLE: If I bllance of tax due of 52,000,00 is In a delinquent slltus from 3-3-BO, Ind p.yment is mlde on 5-23-BO, the interest is calculated as Indicated below: - STEP' DetermIne the r.te of tnterest from the tlble belo,^" STEP 2 Multiplv the balance of tax due bv the rate of interest. STEP 3 Add the Interest to the balance of lax due, Intlfest fI'om 3-03-BO to 5-23-BO Results In: 2 Months' .010 20 OIYs . .t......Q.~ Rll. of inlerest Ill: ,0'335 Bal.nce of tax due Ratn of interest INTEREST 52.000,00 x 013~ 5 26,70 Blllnce of IIX due 52.000.00 Plus Interest to Olle of Payment 1+1 5 26,70 TOTAL \aX I'd interest to Dlle of Plyment 52,026,70 -------------------------------.-------------------------------------- , month ,005 4 months ,020 7 months ,035 , 0 months ,050 2 months ,010 5 months ,025 8 monthS ,040 " months .055 3 monthlS ,015 6 months ,030 9 months ,045 , 2 months ,060 IdlY .00017 ' t dlvs ,00186 2 I dlYs ,00352 2 dlYs ,00034 12 dlYs ,00203 22 dlYS .00369 3 dlYS ,00051 13 dlYs ,00220 23 dlYs ,003B6 4 dlYs ,0006B 14 dlYs .00237 24 dlYs ,00403 5 dlYs ,00085 I 5 dlYs ,00250 25 d.ys ,00420 6 dlYS ,00101 16 dlYs ,00267 26 dlYs ,00437 7 dlYs ,00118 I 7 dl,. ,00284 27 days ,00454 8 dlYs ,00135 I 8 days ,00301 28 dlYs ,00471 9 dlYs ,00162 '9 a.vs ,0031B 29 dlYs ,0048B 10 dlYS ,00169 20 dlYS ,00335 30 d.ys ,00500 --------------------------------------------------------------------- Any plrly In Interesl, Includ,ng the Commonwellth Ind the personll representltove, nol sltlSfled With the I:lpralSemenl and assessment mly obJect Within sIXty t601 dlYS atter rece.pt of thiS Notice as prOVided by Ser.tlon 1001 01 the Inhe"llnce Ind Estlle Tlx Acl 01 1961 172 P,S, see, 2485 - 1001) MAKE CHECK OR MONEY ORDER PAYABLE TO: 'REGISTER DF WILLS, AGENT' DETACH THE TOP PORTION OF THJS FORM AND SUBMIT WITH vOUR PAvMENT TO THE REGISTER OF WILLS FOR THE C,C\UNTV SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION BOOK fOR ADDRESS, IN RE: ESTATE OF KA'I'HRYN A. KUHN, LATE OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. IN 'I'lm COUR'!' OF COMMON PLEI\S OF CUr.lBERI,AND COUN'rY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-590 AND NOl'I, j,:,CREE AWA 01 thisLday of REAL ESTATE , 1982, it appearing that the First and Final Account an Statement of proposed Distribution of Richard L. Kuhn, Executor of the Estate of Kathryn A. Kuhn, late of Carlisle, Cumberland County, Pennsylvania, have been filed and advertised in accordance with' law and rules of Court and the same have been confirmed by the Orphans' Court of Cumberland County, Pennsylvania, on June 22, 1982, and it appearing that said Executor in his Statement of proposed Distribution claims the distribution of the real estate in kind to Richard L. Kuhn, it is ordered, adjudged and decreed that the hereinafter described real estate is hereby alvarded to Richard L. Kuhn, his heirs and assigns: ALL that certain lot of ground situa ted on the north side of North Bedford Street, in the First \~ard of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows, to wi t: together with the improvements thereon erected: BEGINNING at a point on North Bedford Street, in the center of an alley-way between properties now or formerly of Frank Mountz and J. Ross Hildebrandt, and extending in a northeasterly direction along said North Bedford Street, 17 feet, more or less, to the partition wall of the double frame house now or formerly of J. Ross Hildebrandt: thence in a northwesterly direction along line of Slid partition wall, 110 feet, more or less, to the center of an alley, then along said alley in a southwesterly direction 17 feet, more or less, to the property novl or formerly of Frank Mountz: thence in a southeasterly direction along property now or formerly of Frank Mountz, 110 feet, more or less, to the Place of Beginning. HAVING 'I'HEREON erected a tlvo-story framc dwe] ling known and numbered as 560 North Bedford Street. ~1'''t' ....1 i',.'~ ,~~,rl BEING the same premises which .1. Ross Hildebrandt and Helen L. Hildebrandt, his wife, by deed dated March ]8, ]938, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pt.d,l-,:;ylvLini.l, in DCI:>d H()()k IlV', Vol. 11, page 2, gral'lcd and conveyed to Frank G. Kuhn and Kathryn !(uhn, his wife. And, the said Frank G. K~'n died July 19, 1975, co ~::o i'-~ .,:rrt r'1(""') (ryo ~ 'I,~ TJ - .r:1 p~ I ~:'f\ ., 0 Z r..~ ~c:i ,OH ~~ r.lr.l r.l .~tIl ;;: [:]~ ~::>~ Eo< ~U~ tIl Potll r.l ZZ p: -0 . +l Zi? 0 :xlr.l H U Q) ,Or.l H Eo< H - ..: CUM ~Po ~ ~tIl~ gJ '" 14.-i HH ""0 .,0 .:> r..~~ - tilt- U>< H t? Eo< '"' ,E-t 0 O~:> Z ~:n, [:JSE-t UH H ro Q) r.:l >< 0 ::> H:> . OP:O E-tr..tIl ~ Eo< I 0':: E-t U::>C\ ~O~ tIl...,IO:Po !5 011l ~ rolll ~UI Ul~r.:l . I :1::" o .-i r.:l Po I:Q:>' CU U - CO ~ - r.:l CU'<=:'"' . ~tIll r.:l r.l1O:+ltn !;lr.:l~~ .. ~ l>: t? 14 ;:l-M Ii!:i Z U l>:OO.-i E-t~~ . r.:l O+ltlll4 :xl::> Cl r.l+l ro :<:::> 0 :<:::>0 t?":MU HUOZ H:><:U . .' cO . ,~ ~ ' , ",'" N f,l" ,,,g H'1 :J: ;;;::-1 :0;::. _,(0 " < ,,,, "" ',i:;l .~ :) , LJJ ''0 Z:::cu.. 0....0 " , ~ '" '0 '" ,~ .... " '" " ~ " ~ U-C( SU-LJJ ~ ~ v, 0.... 0.... Ot c ~, g ~ .. l:<' Z <Xl c( ~ '" " - :.E " '" Vlc( ....O::..J - Z " '0 C " , ';;S :i 0::0 >- 0 :;:: '0 ,- ~ ... ~ ... -" '\..U ....S -l- e. ". c.. u u ~. g ::~ '0 ..J>- (/) ZZ I- OJ ..g ~3 w on Co Vl .....U:I:::J ::> '" 'g " .- - ZZ CW::>O. U-<Xl ~ " " " ~\. ~ .- " .' ZZO ><~UC 0.... ~ .S '" ~ r: :; .. I- ~LJJ"" "".... .... 0:: C r:: :) -;:; , ~ ,\~ LLJ ("t') CoVl LJJ . "" Vl ........ ~ "- ~ " C ,', ":,c;., ~\'\ .. LLJr- .... V') ..ct z: c:t Z Vl OJ ~ .. - " .... 0::0 0 -> 02: c(w LJJ.... .~ ~ E ~ J3 <, ~ '-' ~ ~ 0:: ........ U~8 o..:r:Z-JU :E"" " '" ~ -5 ~. ~:3 Vlr- O~>cx::W .... 'fi ", " U-Z o:::.!a:::LLJC ...."" is " '" C c: I-~O:: c 0::>1- Co :>: <Xl c(LJJ ~ C '0 .. ~ ,.. ~ VlctLJJ 00::0 "'-X .. I-Vl .;: "B \ ....J>. I-U::>O\ U-..J;;:!::>ct VlO U G; 'r. ~ ,j . I oct :;:: i " " '" 0:: 0Ll'> o U.... 0. v, ~ ~ ,- } <Xll-Zo. :::;)0(,)1 "" Z 0 '1: ;: E .. '~ '" " X ctct O:f ... l:;0::U- oct 0:: ~ ... \\ .'WI:>:- U - <Xl _c:tOW> 0. l ~ ~ ~ ~ " " g - ~ " \ \1\ '-">- LJJ ...JVl. U:Z: ...J....J " " " ~O::LJJ:>:..J UJo:::Z..- :r:Ul.&Jtn> " U ~:! .. ~O:Z:SVl '" '::l ] " " 'i=LJJ~N W.....t-.....V't - ~ u "' .... 0:: .... 1-000ct..JZ c ~ ... " E " . '-"OO..J ~Co . oc( 1-0::15 ,", ',L , ',~ '~j I:Vl~ ~ - \<::. ':':') ~ Z::>o::O I-U-Vlct " .. ....UOZ c.nOUJU~ t: i""i '" l~ .. ~, u \ ctMU w f, .. H U ~ r.i :-- ~~ ". .' ,., ,- .c' V " ., - ~ :g .- ~ 'l: " ~~ '/) " ~ - ., ..c , .'!.: ., " ~;: -_.. .. '. j ... REV.1500 E)! ~ (9.811 . BUREAU OF EXAMINATION PENNSVLVANIA OEPARTMENT OF REVENUE P,O. BOX 8327 HARRISBURG, PA 17105 II-JIJ-I INHERITANCE TAX RETURN RESIDENT DECEDENT 5. Federal ESlOte Tax 0 Return Requirad. 6, Decedent died tastate 7, Oacadant maintained a living 0 B, Number of safe dapo,it 0 (Attach copy of Will) tru,t (Attach copy of trust) boxes Invantoriad All correspondence and conlidential tax Information ,hould ba diracted to: Computotion of Tax 15, Amount of line 14tmbl. at 6% rate (l51..::l.?, '501,'\ l (include values from Schedule K) 16, Amount of lin. 14 texable .tI5% rata (161 (include values from Schedule K) 17, Principal tax dua (add tax from line 15 plus tax from lina 16) lB, Totel Prior payments: (al Amount Paid (bl Plus Discount (el Minus Interest (IBI 19, Balanca Dua (lina 17 mlnullinalBI Maka Chack Payablato: Reglmr of WillI, Agent . . . PLEASE RECHECK MATH... CHECK " Ori~nal Return rn 2, Supplamentel Return 0 APPRO. PRIATE 4,LifeEstateO BLOCKS CDRRE. SPONDENT Nam ~ ~,*o'~l?ll Recapitulation 1. Real Estate (Schedule AI ( 1) 2, Stocks and Bond, (Schedule BI ( 11 3, Closely Held Stock/Partnership Interest (Schedule cl ( 3) 4, Mortgages and Notes (Schedule D) ( 41 5. Cash & Miscellanenus Personal Property (Schedule E) ( 51 RECAPIT. 6, Jointly Owned Property (Schedule F) ( 61 ULATIDN 7, Transfers (Schedule a) ( 7) B, Total Gross Assets (total lines 1-71 AND 9, Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 91 TAX 10, Debts/Mortgages/Liens (Schedule II (101 1" Total Oaductions (totellines 9 & 101 12. Net Value ot Estate (line B minus line III CALCU. 13, Charitable Beque,ts (Schedule JI LATION 14, Net Value subiect to tex liine 12 mlnu~ line 13) Fila Number J. \ - 'i? 1- 05Q (:) Oecedent's Address 5IDD 1\1, 6~d. bord. ~, Qo..f'\i~\Q DA \IDI~ 3. Remeinder Return 0 City State Zip .:l.8,lttJD,DD 5, qlof't, 3'l? '1(",' 9lD.~'1 , (BI.,.jJII"tD,'l !:> (11) <6,~~~,q~ (12) :'~, '.)Ot."\1 (131 (141 :=J;)., 50,.91- X,06=~.cL~ x,15= (171 '-\) '0 5D. '\& (191 Under penalties of and be1iaf. it il true, any knowledge, erjury, I declare that I have e..mined this raturn. including accompanying schedules end statamen1l, dnd to the best of my knowledge recto and complete, Declaration of preparer other than tha pmonal reprasentative is based on all informllion of which preparar hIS ~ /0)3 /?J- I 'DATE SIGNATURE OF PERSONAL REPRE NTATIVEISI ADDRESS C\. , Lr' , I '.. e!. L,." c..; 0, l...ll" 0:' co. , " (Ji.:~ . ,~\ U", '" ~o: N I,d...... fO -l.....' ~,. ~ RE V-4~'.v E X+ (10-1\0) . COMMONWE,4L TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE" A" REAl. PROPERTY ~* ~ '~;'oe,. g~l.\I~ ,! ".". (lnstrudiofl!) ')rJ Rcvcrsp. Side) ESTATE OF KATHRYN A. KUHN ,- - - -- , - ==- ITEM DESCRIPTlOH ESTIMATED DEPARTMEHT MARKET VALUATIOH 1'10. VALUE (OFFICIAL USE ONL YI All that certain property situate in Carlisle, Ctunberlatl County, Penna. I~ith the improvements thereon erected and known and numbered as I No. 560 North BedDrd Street. Acquired by decedent and her spouse (who predeceased her) I by Deed 11 V 2. Appraisal attached. 28,400.00 , TOTAL 28,400.00 II additional space is necessa,y. use 8'i" . 11" shoo's. REV-4~"1.: Xot (8-1101 COMMONWEAL TH OF PENNSYL VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "B" PERSONAL PROPERTY '$.' t(~~ '~~\~~~C, ",:",,~,,:,:~,.r, (lnstf/lctions 011 Reverse Side) Estate of KATHRYN A. KUHN ITEM UNIT ESTIMATED DEPARTMENT NO. DESCRIPTION VALUE MARK ET VALUATION VALUE /OFFICIAL USE ONL yi 1. 1967 Dodge Sedan - sales price 600.00 2. Household contents (appraisal attached) 1,386.50 3. Cash 25.00 4. Savings acc I t 'it4395, Carlisle Bldg. & Loan 3,888.69 Accrued interest 44.19 . I ~ ----- ---- TOTAL 5,944.38 - II additional space is necessary. use B'I" . "" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, l113ke any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) NO 2. Did decedent, within two years of death, transfer property from himself/ hersellto himsel f/herself and another party or parties (including a spouse) in joint ownership? (Aoswer "Yes" or "No" ,) -1lQ 3, lithe answer to one or two above is "Yes" and the transfers are claimed te be nontaxable, provide the following information: a. Age of decedent at time of transfer. 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 nontaxabitity 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 "No",) NO a,Was there any possibility that the property transferred might returlJ. to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No" ,) Nil b. What was the transferee's age at time of decedent's death? N'A 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 thllJersons who shall possess or enjoy the properly transferred or income therefrom? (Answer "Yes" or "No" .;:0 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 "Yes" or "No".) NO 8. Did decedent, at any time, transfer property, the bmeficial enjoyment ofl'o11ich 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 pOYler to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ), REV-453 E~t (10-S0) COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "0" BENEFICIARIES ~, ~f6?A '''e\1.~ (Instmcrions on Reverse Sidt..J Estate of KATHRYN A. KUHN BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Richard L. Kuhn o.)uu 1"" Entire estate 1144 Ocean Pllles Berlin. Maryland 21811 - - ----....,----....- _.._,_.___..__.+n__._ .._--'--- ,----'..__..,- ----- . ,_. ----.---------- ---.----...,-- --.----- -, ------..- --.--.-. 'm'........'........_ --,-,_._-,- --------.------- .. ,-_.- ,.. -'-'- -- .. -+..-. ..- I-, .. " , -,.- ....- .. ,.....--... u. _n' -. ------ n._ ,,- Thllllbove beneficiaries wera living at the time of the decedent's death except for the following: NAME DATE OF DEATH No exceptions IhcHlli",,1l1p1Ct II nec."II'\I. ule 8\>". " " .heets, 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 tile 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 t~,e decedent's interest. 4, Indicate the market value of the decedent's interest. t'" ;; tl n E; m E; ~ ~ 0 0 en Z C) n ~ " ~ z ::: z t'" m m ~ ;:>:l 0 - 9 I:'" Z Z m .., m >-l Z 9 9 >-l ~ en m ~. en Z 0 en 0 .., 9 "'1 "r1 ~ - 0 Z .. C", I I c.. ,I , c: (;~ I W -< ~ '):' w_ m w~, ;.. ~ ~u.J N .;J;-; ;ti a::(.r~ ~ ...1 ,.~ J ~ .) Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cast of a burial lot, tombstone or grove marker and ather related buriol expenses. GENERAL INHERITANCE TAX INFORMATION All debts being claimed against on estate ore subject to the approval of the Register 01 Wills with whom the Inheritance Tax Return is liled. Evidence .to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by 0 spouse 01 0 decedent who died domiciled in Pennsylvania. If there is no spouse, or il the spouse has lorfeited his/her rights, then any child 01 the decedent who is 0 member 01 the some household con claim the exemption. In the event there is no such spouse or child, the exemption con be claimed by q parent or parents who ore members 01 the some household os the decedent. The lamily exemption is allowable only against assets which poss by 0 will or by the Pennsylvonia Intestate Lows. NOTE: Compensation paid to on estate representative; nomely, an executor or administrator, lor services perlormed in administerirog on estate is reportable lor Pennsylvania Income Tox purposes. This toxable income item should be reported on lorm PA.40.lndividuallncome Tax Return. ' r- '" " !"l t tT1 ~ ~ z ;,- 0 0 ~ Cl C"l c: " z :: z 1= tT1 tT1 ~ Z ;<I ~ 0 Z 9 z Z tT1 .., t'1 9 9 .., -< <fl tT1 - Z 0 <fl 0 ~ 9 ." ." ~ - 0 ::: z -, ", I, '" ,- I: ~ " , :l-: ~, 8::. w ~! , a:: " N I,)::. -< -< 5'=' ...., tT1 tT1 ~ ;,- '" I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. \lthe lamily exemption is being clai.ned, indicote the claimant's name, address ond hislher relationship to the decedent. Enter "family exemption" in the remorks column and the umount c10imed in the amount column. 2. Assign cansecutive numbers 10 each item listed. 3. Enter the dote on which each debt wos incurred ondlor poid. 4. Enler the names 01 eoch poyee. S. Provide 0 briel explanotion in the remarks column lor eoch debt claimed. 6. Enter the amount 01 each debt being claimed. 7. The lorm must be signed by the person who has o!>Sumed the responsibility for poying the debts. IF ADDITIONAL SPACE IS NECESSARY USE B':" .. 11" SHEETS.