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No.21-81 [~~S
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of ~VI ~
R.
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, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
PetltlDner(s) Is (are) the execut i?, ~ named In the Last Will and Testament of ~ h.. II,J
JP ~~L..U.BJ dated f ~~ ii , J~I
Decedent was a citizen of the United States and a resident of ~ ~ , / I~ I '
T,QOJI.RIA1fl (Borough), Cumberland County, Commonwealth of Pennsylvania.
0.",,,,,,,, '" lh. 1'1" ''':i:r. A.D. "fL. '''h.
County of (. \J ~ ~~ qj\' J , State of at the age ofrPb... years.
Decedent has (jlse Rell been married and has (has not) had children born to him (her) since the ex.
ecution of the above described Will. Il r ~u
Decedent was possessed of personal property to the value of 00. -;::-:
and of real estate to the value of
as near as can be ascertained; said real estate situated as follows
Therefore, your petltioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron.
S ~e-r' 3 t). ) '18' ,
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Dated
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,,51 L.~)vU_-1E'-"7' "
Name and address AJ'
of Petitloner(s) ,.
1/1;) .J...'N(.j':'''''''O~N
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND j ss
~adt~,~ f1. :7~,... I~d AI
named in above application, being duly ~ 11" .d according to law say(s) that the
statements set forth in this petition are true to the best of \-\~~ knowledge and belief.
Sworn
and subscribed before
1)/
lP /0
me. September 30. 19 81
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Flied: September 30, 1981
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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 \3 (a(<. (\3 t:) (jl n- A . J tR (VI , .5 ~ ,~ J
who. being duly )...".. ~) . do Ir. > depose and say that as G. '"'f I'; ~ u r f/l-' Ii
of the last Will and Testament of fi- ,!-E (.1 ~~ 1'7 G- L. IJ I ~ R. ~F1 L tl G.Ldeceased
(...~
....J.t:t !2C 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.
and subscribed before me.
SeDtember iO.
"".0" 19121.-
(~'1 (J d!i J'
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DECREE
Be it remembered that on the iOth day of
September
,A.O..19.Jil..... there was probated and
recorded the last Will and Testament of
Melvin R. Jacobs
late or
camp Hill
,Cumberland County. Pennsylvania,
Barbara A. Jamison
Deceased, Letters Testamentary were granted to
Witness my hand and official seal the day and year 3roresaid.
610
':t~d (,1 t? *~ ~/t' _v/
'7 JI' Register
COMMONWEALTH OF PENNSYLVANIA I.
COUNTY OF ~UM'ERb\ND It.!,((~l.;[;'y I
ss:
Barbara A. Jamison
------.----. --....---. ---- --. '.- .-- -"-'--' -~.._-_._._--
being duly.. sworn _______ accerding to law, depo... and say. that she _---3J.ilS._uamed..-._". --...-
Executrix,________.______.__, of the Eshte of Melvin R. Jacobs
late of __,Camp. HilL ... __.....-__ --, Cumberland County, Pa" decea.ed and that the
within is an inventory made by ____B,<lr.b.ar,B_A...J.amiJiO.n..__ -.---. the said, ,Executrix
of the entire e.tete of ..id decedent, con.i.ting of all the personal prop..ty and real e.tate, except real estate outside
the Commonwealth of Penn.ylvania. and that the figures oppo.ite each item of the Inventory repre.ent it'. fair value
a. of the date of decedent'. death.
sworn to
and .ub.cribed before me,
"I
...:~ ~'::'UL',--
ElCIcutor .
Barbara A. JamisQ
Ill~ Linglestown Road
-..-----
Harrisburg, PA 17112
/' ~t
,_J~. /.7. '.';' 1983
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I'll~i'.lt<f.'k :H1~(). C{..i!nm! COUNlY
M':' G~;n~:;~I;)I; U?li\i.5 JU11 li), 1~86
MC:7:~c{, r!!:~lj~'i:\'.';~i.1 J:.SC,O~;i.tlor, of 'iclJnes
Addr,..
Date of Death --
14th
Day
September
Month
1981
Yu,
.X:
INSTRUCTIONS
I. An inventory must be filed within three month. after appointment of personal repre.enhtive.
2. A .upplement inventory mu.t be filed within thirty day. of di.covery of additional ....Is.
3. Additional .heets may be athched a. to personalty or realty
4. See Article IV, Fiduciarie. Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "G"
TRANSFERS
J
IEV.1510[X+ 1'.01)
FILE NUMBER
Melvin R. Jacobs
1. Did decedent make any lifetime transfer of property withollt receiving a valuable and adequate consideration which was
to take effect in possession and enjoyment at or after death, or in vvhich the decedent retained either:
a. the possession or enjovment of or the right to income from the property transferred? or.
YES NO
X
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. the consideration for which was transferee's promisa to pay Income to,
or for the benefit or care of. decedent?
X
------------ ------------ ------ ---
3. Did 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 bV operation of
law?
X
------------------- ----- -----
4. Did decedent within two vears of death transfer a material part of his or her estate without receiving a valuable and
adequate consideration?
X
- --- -- - - - -- ---..---- - ----- - ---
N
DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
UMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
A. Real Estate:
1.
B, Personal Propertv:
1.
- l -
TOTAL (Also ~ line?, Recapltulationl S
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
(It mora ~C. I. nMd~ in..'" addition.! ,h..t1 0' ..me ,Ir.)
~
REV. 1S47EX (3-63)
BUREAU OF ACCOUNTS SETTLEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 2055
HARRISBURG, PA 17105
DATE
ESTATE OF JACOBS MELVIN R FILE NO, 21 81-0595
DATE OF DEATH 09-14-81 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO 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,
AGENTlt ,
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS. AND ASSESSMENT OF TAX
ACN
101
WILLIAM J PETERS ESQ
100 CHESTNUT ST
STE 305
HBG PA 17101
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
(N~ _A!-9~~. ~HJ~ .L!~E_ _ . . .-:- _ ~~,!~I~ _l:.~~~R_ !'9~,!:19~ - ~O_R_ :r9l,l~ _F!.Ep9!l~~ - -:-. - - . . - - - - - - - - . .
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV, IS47EX (3-63)
ESTATE OF JACOBS MELVIN R FILE NO,21 81-0595 ACN 101 DATE 09-06-83
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Slacks .nd Bonds (Schedule BI
3. Closely Held Stock/PartnershIP Interest (Schedule CI
4. ~;jrtg&ges and Notes (Schedule D)
5. i;.sh Be Miscellaneous Personal Property (Schedule El
6. Joinlly Owned Properly (Schedule FI
7. Trlnsfers (Schedule GI
8. Tolal Assets
I CHANGED
( II .00
( 21 .00
( 31 .00
141 .00
(51 1,940.00
( 61 .00
( 71 .00
( 81
1,940.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensesl Administrative Costs/Miscellaneous
Expenses ISchedule HI
10. Oebts/Mortgages/Liens (Schedule il
, 1. Total Deductions
'2. Net Value of Tax Return
13. Charltable/Governmental Bequests (Schedule JI
14. Net Vllue of Estate Subject to Tax
NOTE: IF an assassment was previOUslY Issued, lines 14, 15 and/or 16 and 17 will
reflect figures that Include the total of.ll1. returns assessed to date,
ASSESSMENT OF TAX:
15. Amount of line ''', tlxwle .1 6% rate
, 6. Amount of line 14 t.x.ble at 15% rite
'7. Principal T IX Due
TAX CREDITS:
( 91
110!
2.836.02
.00
1111
(121
(131
1141
2,836.02
896.02-
.00
.00
(151
1161
.00
.00
X.06=
X. 15=
(171
.00
.00
.00
PAYMENT
DATE
RECEIl'T
#
DISCOUNT (+,
INTEREST l-l
AMOUNT PAlO
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
Of ADDITIONAL INTERES1
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
!If Bllance Oue is Ie.. than '1,00 no "Iymenl is requ"edl
,
ci'
p:'
RESERVATION: In the event that any future interest in this estate is transferred in possession or enjoyment to
collateral (Class B) heirs of the decedent after the expiration of any est.le for life or for years, the
Commonwealth hereby expressly reserves the right to appraise and assess tr'nsfer 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 1961 (72
P.S. ..ction 2485-'7091.
Objections:
Any party in interest not satisfied with the appraisement, allowance or disallowance of
deductions, or assessment of tax (including discount or interest! as shown on this Notice
must object within Sixty (60) days of receipt of this Notice.
Objections may be made as follows:
- by written protest to the Department of Revenue, Board of Appeals
- by eleeting to have the matter determined at audit
- by appell to the Orphans' Court
If any tlX due is paid within three (3) months after the decedent's death. a discount of
five percent (5%) of the tax paid is allowed.
. the ditcount period is calculated in calendar months. Example: date of death 1- 15-82,
discount period expires 4-15-82.
Except for tlx on a future. interest. inheritance tax becomes delinquent nine (9) months from
the d.l. of d..th.
. Inheritance tax on a future interest becomes delinquent .t the expiration of three months
from:
- the date of election to prepay or
- the d.te of death of the life tenant or annuitant
InterB5t is c.lculated on a daily basis from
- delinquent date to dlte of payment on anV tax unp.id on d~linquent date
- date of last delinquent payment to dlle of payment on anv unpaid balance.
Interest is charged at the following rates:
Discount:
Interest
Delinquent Date
5/27/43 to and including 12/31/81
1/1/82 to and IncludIng. 12/31/82
1/1/8310 ond including 12/31/83
Annual Interest Rate
Daily Interest Factor
6%
20%
16%
,000164
,000548
.000438
ESlates. that become delinquent on or before December 31. 1981 will maintain a
constant interest rate. The r.te in effect when the l.x first becomes delinquent will remain
constant until the delinquent balance is paid in full.
Estltes that become delinquent on or after Janu..v 1. 1982 will cantlin. v.-jabl, inter,st
rat.. Thus. taxes that remain outstanding from calendar year to CAlendar y..r wlll
be subJ.ct to different rates In effect on Bach Janull'Y 1.
INTEREST' BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR.
. If , 11)( balance remains outstandIng for more than one calendar year, . separate inter.st
de,t~mlnation must be made for each year at the applicable rate. (Only one calclJlahon
's neclSury if lh. est.te maintaIns the constant interest .TIte.1
Any Notice iuu.d .lte, the lax becomes delInQuent will reflect an interest calculation to
fIfteen 1151 days beyond lhe d.le of lhe .....sm.nl If p.ym.nt IS made after th.
Int.rest cornpuation dat, shown on the Notice, .dditiol\ll interest must be calculated.
To Remit P,vment: Detach the top portIon of thiS NOllce Ind submit with ~our paymDi'\t to the RegIster of Wills
of the count V shown on the Notice.
. Address tnformation is listed on p'g. 13 of thl boollet, ~ln$tructions for lnherl*,ce Tn:
R.turn for I Rllid.nt Cecedent"
, Make thocl1 Dr money order p.yabl. to: R.glster of Wills. Ag.nt.