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HomeMy WebLinkAbout81-00602 oeC H ~ ~ tIl Z 15 A< . . >< A< E-< H ~ == tIl .~ is ~ ~ == tIl E-< Z ~ 0 >< ~ Z 0 Z == N == ~ e; 0 0 . (/) tIl == No, 21-81 f" ~ w'} ~,)v,.;" PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Hazel g. Handshew , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s)JtI (are) the executri rp. named In the Last Will and Testament of Hn.pl E. Handshew dated November 30, 1980 Decedent was a citizen of the United States and a resident of South Np1Jton Township (l!l't\YIIIIIIIIIX Cumberland County, Commonweallh of Pennsylvania. Decedent died on the 21st day of September A,D. 19~,ln the County of Cumberland ,State of Pennsylvanig, the age of ~.~ years. DecedentltlaOOhas not) been married and tJu (has not) had children born to him (her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of $1,500,00 and of real estate to the value of $40,000,00 as near as can be ascertained; said real estate situated as follows R.D. #2, Box 119 Shippensburg, South Newton Township, Pennsylvania (Cumberland County) Therefore, your pelllloner(s) respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated October 1,1981 Na.me and address v.',.J)' l. (' It,,,iJi,,./~l1jrl;' ,,--u,....,. of Petitloner(s) , Hazel E, Handshew Kunkleman, R.D. 116, (j , f' t/./ .... . .~"j , /~t.<'->-....c- /! v' Janet R, Grove, R.D. #2, Box 123, Shippensburg, Pa, COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND l 55 Hazel E. Handshew Kunklem.1n and Janet R, Grove named In above application, being duly sworn statements set forth In this petition are true to the best of according to law say(s) that the their knowledge and belief. Sworn and subscribed bel ore ~__... m%tr)o^ctobe~il~'."':J~ ----.--j.l4.~,i. '.' ..t... ll., u~. "/V.,; t, ;1 r. : 7~'tU;J,L ''7t'~e~ist~i'" "{.~,....;>,,.I.,.L,,-~:=:~~t.L-- II. Anthony Ad~!"s...._.... Filed:October '), 198] Attorney i i 'I I I I I { ( "". 0,_1 rr ,. (.) . . ... 0- ~{;,~ ., i .. - r, I I..' ~, c:,~ g :~~ ..J 0:: V) ,;,)Ir. oc:; '''' tlW :.eM ",'" - n.:I: ,..:.=- SO _J(..) (..) vel " n &~>/ / " I. ~ , LAST WILL AND TESTAMENT I, HAZIlL E, HANDSHEW, of R. D, 2, Shippensburg, South Newton Town- ship, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made, FIRST. I order and direct the payment of all my funeral expenses as soon as may be convenient after my decease, SECOND. I have listed certain items of personal and household goods to be given to my children, and I am asking my Executrices to honor this list. I further authorize my children to choose from my household goods not listed, those items which they desire, at the appraised prices, Personal property that is not listed or chosen by my children, I direct my hereinafter named Executrices to sell at either public or private sales. THIRD. I hereby direct that my Executrices sell any and all real property which I may own at the time of my death either publicly or private- ly and to divide the proceeds of such sale equally among my children to share and share alike per stirpes. FOURTH. I hereby nominate and appoint JANET R, GROVE and ALBERT L. GROVE, her husband, as the Guardians of any bequests which I have given to my daughter, ANGELA M, HANDSHEW, to have all powers at law and in addition to have the followf.ng rights and powers: A. To use the proceeds of any bequests to purchase or to aide in purchasing a primary residence for saf.d ANGELA M, IIANDSIlEW. B. The power to use income for tll<! health, support and maintenance of ANGELA M. IIANDSHEW together with the I'owerto use principal for the same should the income prove insufficient. 632 ~ t . \~ -1 " 'c'. to" 05 :o~ ' - Pt" - "Co<> ""'" :;I:~- ('')r.') 0' l [=1 ;7,~ ,.....t.:,. ~.10 ;.:1;;,: ,.1'" 1 " ,~:., '. .. ~ .''': .., :_I~- ." ,;.!t.,} '. ,~ ., ,J " ffi :>: ! Ul ~ ~ ~ ~ n i ~ >- . ~ X Ii Z~.g~ ~ ~ 3 d Z n Lffi <l: ~ i I ~ f.Ll ...l f.Ll N ~ . 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PA 17105 Dacadent's Nama (Lest, FiBt. and Middle Initial! DECEASED Halldshew Hazel E, Social Security Number INHERITANCE TAX RETURN RESIDENT DECEDENT File Numbar &1)_ J' / - f, t)dJ. ~.;,) i .....t?> Dacedanl's Add"ss R,D, 112 Shippcnsburg, PA 17257 Oale of DBath 9/21/81 CHECK 2, Supplemental Raturn D 3. Ramaind" RalUrn 0 APPRO, PRIATE BLOCKS 5, Fadaral ESlale Tax 0 R'turn Raquired. 6. Decedent died testate rj{l 1. Oecedent maintained a living 0 B, Numb" 01 safe deposit rQl (Attach copy of Willi L..:J trust (Attach copy 01 trust! boxes inventoriad W All correspondanca and confidantialtax information should be directed to: 4, LileEstataD CORRE. SPONDENT Nama H, Anthon Adams, Esquire Telephona No, (717) 532-3270 Address 132 E, King Street P,O, Box 653 Stata PA City Shippensburg Racapitulation 1. Real Estata (Schedule A) ( 1) 2. Stocks and Bonds ISchedule BI ( 21 3. CloSBly Held Stock/PartneBhip Intarest ISchedula CI ( 31 4, Mortgagas and Notas ISchedule 0) ( 41 5. Cash & Miscallaneous PeBonal Property ISchadule EI ( 5) RECAPIT. 6. Jointlv Ownad Property ISch.dule FI ( 6) ULATION 1. Transf", (Schedula GI ( 7) B. Total Gross Assats Itotal lines 1,11 AND 9. Funeral Expenses Administralive Costs/Miscellanaous Expen", (Schedule H) ( 91 TAX 10. Oebts/Mortgagas/Liens (Schedule II (10) 11. Total Deductions Itotallinas 9 & 101 12. Nat Value 01 Estata IIine B minus line 111 CALCU. 13. Cheritabla Baquestl (Schadule JI LATlDN 14. Nat Value subject to tax liine 12 minuslina 131 0; N ;', 25,000,00 . '0 i'.....' 1,612,00 26,612,00 ( 8) 26,612.00 4,923,76 1111 4,923.76 1121 21,688,24 1131 1141 21,688.24 Computlltion 01 Tax 15, Amount 01 line 14 taxable at 6% rate (15) 21,688.24 fincluda value. from Schedula KI 16, Amount oflina 14 taxable at 15% rate 1161 !include values Irom Schadule K) 11. Printipaltax due (edd tax Irom Iina 15 plus lOx from line 161 18. Total Prior payments: (al Amount Paid (bl Plus Discount (eI Minus Interest 1181 19, Balance Due (line 11 minuslina 1 BI Maka Check Pavable to: Register of Wills. Agent .. . PLEASE RECHECK MATH... x.06= 1,301. 29 x.15= (111 1.301.29 (19) 1.301.29 Und" panalties of perjury. I declare that I have examined this return. including accompanying schedul.. and statements. and to the best 01 mv \nowledge and belief, it is true, tomct, end complete, OeclaRltian of preplrer athe.r thin the peftionll representative is based on III information of which prep.fer hIS anVr'fwladge. ) ,,}. R.D. 112. !lox 1~3 .J.t_n f It .....~(..."...,<.... Shlppcnsbllr~. IA 17251 SI~ATURE OF PERSONAL REPRESENTATIVE!51 ADDRESS '..../ .~ l /~. ,} I. I. DATE R.n. /i6 Shippellsbllrg. l'A 17257 ADDRESS (, / ,J I I tl ~.;.-- DATE Zip 7 .rJ~ "Ir-, ~~~) ,.,1 .~ ." 1fY.I502EX+ 1..11) SCHEDULE "A:' REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF lIazel E, Ilandshew (AU property lolnlly.ownld with Right of Survlvonhlp must bo dl.closAd on SchDdule "F") FILE NUMBER ITEM VALUE AT DATE NUMBER DESCRIPTION ASSESSED VALUE OF DEATH 1. Residential house on ,98 Acres more or less in $25,000,00 South Newton Township, Cumberland County, as per Deed Book "B" Volume 15 at Page 226 J.n the Office of the Recorder of Deeds In and for Cumberland County, Carlisle, PA, No Nortgage . TOTAL (Also enter on line I, Reclpitulationl $ 2'iOOO.OO lit mOil SPICI I' nMded InM/1 edClltlonl1 .tI..n of ..me tl,.1 flV:ISlOEX+ {t.ell COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hazel E. Ilandshew SCHEDULE "G" TRANSFERS FILE NUMBER 1. Did decedent make any Iifatime transfer of property without receiving a valuable and adequate consideration which was to take effect in possession and enjoyment at or aher death. or in which the decedent retained either: YES NO a, the possession or enjoyment of or the right to income from the property transferred? or. x b. the right to designate the persons who shall possess or enjoy the property transferred or income; or c, a reversionary interest? x -------------------- - ------------- 2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to, or for the benefit or care of. decedent1 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 lew1 x ---------- --------- ----- ----- 4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and adequate consideration 1 x - --- -- -- - -- ------- - ----- ---- DECEDENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A. Reel Estate: 1, . , B. Personal PropertV: 1. TOTAL (Also enter on line 7. Recapitul.'ionl $ 0.00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW, (If more IPKI .. nMded in,," eddltlonet ,h..n of .."'" ,Ire) UV'.I'I~I)C+ (N'I COMMDNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hazel E, Handshew SCHEDULE "J" BENEFICIARIES FILE NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT A. Taxable Bequests: 1. Angela H, Handshew R,O, 112, Box 119, Shippensburg, PA 17257 Ch J.l d 1/8 Child 1/8 Child 1/8 Child 1/8 Child 1/8 Child 1/8 Child 1/8 Child 1/8 2. Zora B. Handshew R,O, 112, Box 119, Shippensburg, l'A 17257 3. Juanita G. Handshew R.O, #1, Box 401A, Newville, l'A 17241 4. Janet R, Grove R.D, 112, Box 123, Shippensburg, l'A 17257 5. Hazel E, Handshew, Jr. R,O, #6, Shippensburg, PA 17257 6. Hary L. Wadel 511 Schoolhouse Lane, Shippensburg, PA 17257 7. Wayne R. Handshew R,O, #2, Shippensburg, PA 17257 8. William Handshew, Jr, R.O, #1, Newville, PA 17241 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT 8, Charitable Bequests: 1, None TOTAL CHARITABLE BEQUESTS lAlso enter on line 13, Recapitulation) $ 0.00 (It mot'l1PKl I. needed InMtt eddltlon.IIhNtl of..mt ,I,,) . , I i' I: I i I , I. ~ , I, I. , I I. 'i. " \, I , , I I I" ! , I I' I I I I I I :. I) ~raisal of l'crsonll.l ,ProT.lerty of the Estate of Hazel E. HandL;,0w dec I d. ..... ,:Appraioal Location- R.D. If. ,2, box. 119, Sbippensburg"Pa. 17257 Appraisal ~ate - June 7, 1982 ' , Appraisal by - Daniel D. i-!d:::,shey - ,\uctione~r.! I: ,;,:" . ,:l;;""; ',' I' ',: ,I. Attorney,,:, H. Anthony AC.r:l'ffi(; , " ' , ~. ..'..,n::':\' 'APp'raisal by ,9c~ J:; 16'A.!/ . , .", . , :, "3:lan~el D. Hershey ,~. juctione",r , . " , \ - I I I', I' . I , i i I'~ I " , , I ," ,... " " . . ,. i , ~ " ~ IJ:I' jil"! . "I " " ' " ~ LAST WILL A.'W TESTMlENT I, HAZEL E. HANDSIlEW, of R, D. 2, Shippensburg, South Newton Town- ship, Cumberland County, Pennsylvania, being of sound mind, memory and disposi,tion, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me aC any time heretofore made. FIRST. I order and direct the payment of all my funeral expenses as soon as may be convenient after my decease. SECO~~. I have listed certain items of personal and household goods to be given to my children, and 1 am asking my Executrices to honor this list. 1 further authorize my children to choose from my household goods noC listed, those items which they desire, at the appraised prices. Personal property that is not listed or chosen by my children, 1 direct my hereinafter named Executrices to sell at either public or private sales. THIRD. 1 hereby direct that my Executrices sell any and all real property which I may o~~ at the time of my death either publicly or private- ly and to divide the proceeds of such sale equally among my children to share and share alike per stirpes. FOURTH. I hereby nominate and appoint JANET R. GROVE and ALBERT L. GROVE, her husband, as the Guardians of any bequests which 1 have given to my daughter, ANGELA M. H&~SHEW, to hdve all powers at law and in addition to have the following rights and powers: A. To use the proceeds of any bequests to purchase or to aide in purchasing a primary residence for said A.'';GELA M. IlANDSHEW. B. The power to use income for the health, support and maintenance of A....GEL.A M. HA,"'DSllEW together with the l'ower to use principal for the same should the income prove insufficient. J REV. 1547EX (I-B2 1 BUREAU OF EXAMINATION I NOTICE OF INHERITANCE TAX ASSESSMENT PENNSYLVANIA DEPARTMENT OF REVENUE I APPRAISEMENT ALLOWANCE OR DISALLOWANCE CONTROL NO. 101 P,O, 80X 8327 ' HARRIS8URG, PA ~05 LF DEDUCTIONS. AND _~ESSMENT OF TAX DATE _ 2 ESTATE OF HANDSHEW HAZEL E FILE NO. 21 81-0602 DATE OF DEATH 09-21-81 COUNTY CJrn~ND 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. AGENT," IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED. H ANTHONY ADAMS ESQ 132 EKING ST PO BOX 653 SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORT ION TO REGISTER OF WILLS IF PAYMENT DUE gl,l~ ..A.!-9~~. ~HJ~ _L!t-!.E. _ . . . - . . . - - . . . . . . - . - . . - . . . . - . . . . - . - , .. - - - - - ~ - - - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 08-03-82 ACN 101 ESTATE OF HANDSHEW HAZEL E FILE NO,21 81-0602 IX I CHANGED - MATH ERROR T AX RETURN WAS, I ACCEPTED AS FILED APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule 8) 3. Closel\' Held Stock/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule OJ 5. Clsh & Miscellaneous Personal Property (Schedule E) 6. JOintly Owned Property (Schedule Fl 7, Transferti (Schedule Gl 8, Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeril Expenses/Admin,stratille Costs/Miscellaneou~ e"penses (Schedule HI 1 O. Debts/Mortgages/Liens (Schedule a , 1. Total Deductions 12. Net Value of Ettate '3, Chllrlt.ble Bequests: (Schedule Jl , 4. Net Value Subject to Tax ASSESSMENT OF TAX: , 5. Amounl of hne '4 lax.ble at 6% rate '6. Amounl of line 14 lixlble at 15% rate '7. Pnnclpal T.): Due TAX CREDITS: .--- PAYMENT DATE r-- . 06-21-82 i ---r-- I I DISCOUNT (-I INTEREST (-I RECEIPT . 010796 THIS ASSESSMENT IS 8ASED ON, ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 06-21-62 IF PAID AFTER DATE INOICATED SEE REVERSE FOR INSTRUCTIONS 111 I 21 I 31 ( 41 151 I 61 ( 71 25,000.00 .00 ,00 .00 1,612,00 ,00 .00 ( 81 26,612,00 ( 91 1101 4,923.76 .00 1111 (121 (131 1141 4,923,76 21,688.24 .00 21,688.24 1151 1161 21,688,24 ,00 1,301.29 .00 1,301.29 ,K,06:, >:..15= (171 AMOUNT PAID .00 1,301.29 TOT AL T A), CREDIT 1,301.29 .00 BALANCE OF ~AX DUE RET AIN TH:S PORTION '01; YOUR RECORDS lit B,I.nC"e Due IS Itss than S, .00 no pavment 15 reQuIred) :'1. ..~ f". o:l N ." "J~ 1:~11'TJ ",C".> '~ :0 "/:!;! I c-:~ ~Irl ,0-;, .~. ::> J~ '.:: 1:...: INFORMATION This document IS the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P,S. sect'on 24861. If the tax IS paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine {!:II mcnths after the decedent's death. Interest is charged at the rite of six (6) percent per annum on the amount of unpaId tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000.00 IS In a delinquent status from 3-3-80. and payment IS made on 5-23-80. the 'nterest IS calculated as mdlcated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate Of Interest. STEP 3 Add the Interest to the balance of tax due, Interest from 3-03-80 10 5-23-80 Results in: 2 Months 20 DlVs Rate of Interest =- .010 . ~o.Q.U!j . .01335 Balance of tax due Rate of Interest INTEREST $2,000,00 , ,01336 $ 26.70 Balance of tax due $2.000,00 Plus Interest to D,te of Payment (.) $ 26,70 TOT AL tlX and mterest to Date of P,vmenl $2,02.6.70 - - - - - - - - - - - - - - - - - - - - - . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 month ,005 4 montl,s .020 7 months ,035 10 months .050 2 months ,010 5 months .025 8 months ,040 11 months ,055 3 months ,015 6 months ,030 9 months ,046 12 months ,060 1 dlY .00017 1 1 d~Y$ ,00186 21 d.ys ,00352 2 dl" ,00034 12 dlYs .00203 22 d.ys .00369 3 dlys .00051 13 dlVs 00220 23 dll" .00386 4 d.~.s .00068 14 d,~'s .00237 24 dl" ,00403 5 dlYS ,00085 15 d,yS .00250 25 dlYS ,00420 6 dlvs ,00101 16 d,vs ,00267 26 dlVs .00437 7 d.ys .00118 l' d.vs 00284 27 d,vs .00464 8 d,vs ,00135 18 diYS .00301 26 dlV' .00471 9 dlVs ,00152 19 d,vs. .00318 29 dlVS .00488 1 0 d,vs ,00169 20 davs 00335 30 dll's .00500 - - - - - - - - - - - - - - - - - - - - -- -- ----- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -.- ... - - - An\! ",rtV In mterest. Including the Commcrwvulth and the perSOnJil representative, not $att$11ed With the appraisement Ind ,ssessmen1 mav Object Within Slxt~' (601 di~'S .Her receipt of thlf, Notice .s prOVldl!'d oy .section '001 of thl! Inherlt.nce ,nd Est.te T,x Act of 196' '72 P,S. sec. 2485 - 100 n MI<<E CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTIDN BOOK fOR ADDRESS,