HomeMy WebLinkAbout81-00614
" No,21..81 t; Vl
p~rITIONF()A PAOBATEOF WILL AND LETTEASTE8TAMENTARY
,In the Estate 0.1
Wleaeman "
.llethmr >>X~~ OunnHlIt
...-.--
", deoeaslld,
To Register ofWIII~ for the Oounty of Qumberland,ln the,aommonwelllth of Pennsylvanls,
Petltloner(1) III (afltl the exeout _ or named In the l.lIst Will antl Teetament of
W1eseman
~lI~\Ul.Il\nV\lrt ,dated July 22. 1981
Oeoedent WaB a oltlten of the United Btates antl a rseldeht of . I;Bll1oYl)m
ToWnship (Borouyh), Oumberland oounty,Oommonwealth of Pennsylvania,
Deoetlentdled on _,JjlLll:lulll~ tile 24th day of~".mt\l!11bBr . A.P, 19.JU-, In the
oountyof" c~mbar1alld, ,',', ,Btate of ---1'A, at Ihsa91l of..11.- yelue,
PlIoedantAlW;(hae nail beenmarrletl and. (hae not) had ohlldren born tollfllf1l(her) alnoethe ex'
eoutlon of the above deaorlbad Will,
Deoetlant Will! poaaeeeed of persClnal property to ths valus of $149.000 ,
EEither _
__I
and qfrelll,l~atate to th'evalus of _~~. N/A
aa near ae oan be asoertalned! said real estatesllL'ated as follOWS WI A
Therefore, YOl,Jr petltloner(s) reapeotfully apply(les) for the probate of the aal,r.l Laat Will and Testa~
mel1t al')d for Leltere TElstamentarytheron, " '
Dated October '5, lq81
Name and address
Of p,etltloner(8)
Dauphin Depoa:J.t'Uan\(. a\1d Trust Company
'213 Narkmt StrUli\t' , ,
lIarrisourg. PA lllU,l
By I/]y l/xiA,,)Ji ~JLLJ.
'l'rllst orUcer ' ,
"
\/6~
I v
I
COMMONWEALTH OFPENNBYLVANIA l
OOUNTY OFOUMBERLAND ~",ss
.4.Jlt.ll\l.tQ.U...N, liske, Trust Officar of !Juul,\rin ,Dli\ppsit Bank and Tr\tllt Coml'l\),y
namsd II') a~ove applloatlon, being duly '--1lworn _ aooordlng to law $ay(s) that the
statementll Bet 10l'th ,In this petition are trull to the best of hie, knowledgll and belief,
,.'~ BWOr!L..~_ and subscribed befotl~ ~.--
m"~~-O'tm>0L5~/ =1t
.!-W~.~ ""'~--=- ~;!:~r~;iKot~!:#;f:~ol;'
_n~r_~_~__"'~__'~_'~"'"'_'"~'""'_'T~_~~..,.._,,'_..n._~,"'~---,--<+-~-.-.,..._._.___,...~_~~..u__~~_.~__~_."'-..n_..
Flied: October 8, 1981
Attorney Dl\vid S. Kahil
10lWUl
10/U/8t
10/211'81
12/a2/81
'01105/82
Ii 1981
Oc!:, 6
9
9
13
n
15,
+,9
2.3
21
NoV, ,2
,
2
CAIN;
Dlluphin DllllPllit Ilunk ond 'l'r\lH~, Oompony
11,,75% 1nool\lo Cortifiuo~(J dUll 1/6/84
Coniod lit $ lQ ,000, no
Rlllltiufl lit 1O.OOO,OQ
810 IIhorllll Amodeoll
Compllny Cllpitul
I\olllbod ,lit
Cllrriod ot
'l'olOphono ond 'l'ulogl'nph
$ 117,565,81
46,170,00
1,395.83.
$5,500.00 U, 8,"1'rllllsul)'
80ndll due,10/1/03
Cllrded lit
. Rlla11lled ot
7,50% Sllrioa 11 Savings
$ 5,500,00
5 ,500,00
...........
llouaehD1d'lHhcta
Account Valua
P'CocnedR
$ 2,866,85
2.866,8~
Jllwalry
Account Vlllull
Procallds
$
97,79
97,79
TOTAL
, $ 1,500,31
TOTAL NET GAIN TRANSFERRED TO SUMMARY PAGE
1'RINgIPAL DIS8UR8E~mN'rS
Ragis!:er,of Willa, Oumberland County ~ Probating Will and
ShortCertificatell
nertha llotfmen .~ Reimbureement of Funeral ExpenBee
Peter M. Brier, ,M,D, ~.,8alancu dua
Cu~blll'1and L,aw Jou'Cna,l ., coet of Adve'Ctiaing and Proof uf
Publication, ,
Muaaelman Funaral llome, Inc, ~ j111neral Eltpenaell
Pem\aylvania 1'owa'C and Light oompany - Electric Survice
GraceWielleinan ., Rent.
llarry M, Wimer., Appraianl of. Paraouat Articles
Regillter of Wills, Cumberland County ~ Four Short Ourti~
fica!: all
D~Vid,8, Kohn ~Witneaa Fee and Tranaportatiun coatll
Lewill F, Adler - Witnee/l Fea
., 4 ~
L1f,(R lU;;..j'i,jl [;'/1
;.,
"
was
...........
----
......'"
............
....--
.1 1.500,31
$ 136,00
225,00
. 26,00
18,00
.2,555.78
12.46
250,00
,50.00
8,00
16.48
\
10,00
1981
NaY.' 16
17
17
18
H
22
22
1982
"San, 15
Fab, 24
Apr, 7
12
12
Juna 9
I\UBl 20
" lill., 8,
~
24
24
Patriot Naws Cq(l\pany - Cost of Mvort!lling IlIld Proof of
PUblioation
PGllllsylvania'Powar and l.ight Compl\ny - Illuctrio BorvioD '
Landis JIilWllhrs, Ino, - Appraiain8 jowolry
~118n Mattern - Cleaning apartmoht
,l'annarlVllnia Pow\lrand Light Compal\y - IUeotrio servico
Wimej;' s Allction House ~ Commies ion on salo of 1I0usoholtl
Rffllots
I.Iraohendorf Memorials Ml,ettering on Monllment
Wimlilt's Aution lIousa- Commission on aala of 1I0usahold
RffBl\ts
Rag:lster of Wills, Cumberland County - Filins Invento+y,
ROC, Debts and Deductions
Pennsy,lvania Dep!\rtment of,. Revenue -1981 Individual In- .
oome 'rax
'Internal Revenue Servioe - 1981 U. S, lliducia+y Inoome
,Tax
PennsY,lvatlia Department of ReVel\lIe - 1981 Pennsylvania
Fidulliat')' Ihponle Tal(
,Register of Wills, Asent - Inhe.ritaMe Tax in full
David S. Kahn, Ilsqllire - onl\coount of Attorrtey'lI fee
,.
lUES IlRVIl ' TO PAY THIl FOl,LOWINGt
Dauphin Deposi.t J,\/lnk and'rrust Compeny - Ilxeclltor' a fee
paVid S. Kohn'- Attotnay'e fae balanoe
Cost of filing
TOTAL PRINCIPAl, DISBORSEMENTS
PRINOIPAL DISTRIBUTIONS TO BENIlFICIARIES
Carol Arto Wiaseman- Baquast as per Item 111 of, WU1
St, M:I,~hllBls Lutharan Churoh - Baqueet as ,par Item ,Ill
of Will
llW: lU~r;,':,; [';'li:
- 5 -
$ 60.81
6.99
35,00
11.73
2.76
992,19
38,'00
ll,20
17,00
3.00
, 221,00
31.00
25,571.75
1,000,00
I
8,560,00
3,280,00
200,00
$ 43.352,1.1
$ 10 1000. 00
,\
1 ,000 , 00
D"llphin !lllpuait Bunk anrl T~lIs~ Compllny. 7,.75% .
Invea~mant I~(lomB OD~tifi(latll dill! 4(7/87
10/28/81 111 tl!~aa t I $ 22,.35
,11/17/81 Intllrastl 75,62 $ 97.97
\)/Iuph in , Dapoa:/; t Bank and Trllat OompAny. l.O.15'; Inoome
OertiUCl\~1;l due 7/15/82
10/28/81 IntU,vlIst 1 $ 62.56
1.1/17/81 Interest I 79125 141.,81
Oa\lphin Deposit Bank and l'rtlat Cumpany. 5,0% Bavingll
Acoount
,11/12/81 Interestl 39,52
11/11/ 81
11./ 17/81
11/18/81
11/18/81'
11/18/81.
111.1,8/81
12/01/81
12/02/81
W1S/81
FirAt Feqa~Al, Savipga and Loan AlIaooiation. 1.2% VlIriable
RAte CertificAte que 1/8/84
,
In terea t 1
.t7 3,81
Firat Ff;1deral Bavin~a and l,oan Aaaooiation. PAallbook
l'ntereat 1
39.57
Btate Cailit"l SlIvingll And Loan Aaaociation, 12% Term
,9\i1rtiUcate qUe 12/15/8.3
l'ntereat 1
116,45
8ta~e capital Bavinga and Loan Assooiation, 10,4% Term
Oartifioate que 7/15/82
Interestl
149. 10
Harria 8avings Aaaociiatioll 10.40% Bavings Certifioate
due 7/30/82
-
In teres t.l
Hamilton Bank 7.50% Big Bavor Certifioate due 7/18/85
80,,61
IntEI1;est 1
114.84
10 shares Amedean Can Company
Diviqenql
7.25
Vanauard Wellinkton Fund. Inc.
Diviqendl
12,6.00
5.000,00 U, 8, Bevinga Bonq
Interestl
Lii'U: Ii J~ N;CL f;','<,L
220.22
- 7 -
Q1M/82
.0,4/12/82
.04/12/82
07/27/82
.08/11/82
08/20/82
0,8/20/82
08120/82
810 shatea Amadoall '1'duphUlla IInd 1'alollruph Compllny,
9apttnl
DividcaI\d I
TOTAL INCOMU RUCUIPTB
lNCOMl! llIBIIURSIIMllN'l'S
Inte~na1 Reyenue Bervi~e ~ 19B1 U, S, F~dllciary Inoome Tax
Penl\lIyvlanillOepartmllnt of RlIVllnUB~ 1981 Pennsy1vlln~e
Fiduciary Inqome Tax
PauphtnPllposit Bank al\d '1'tusi: Company ~ serViCllChf\rgll
,fo~ 19a1Individllu1 Tux Return
O~uphin Peposit Benk and Trust company N aervicll charge
for 1981 Fiduciary, RetUrn
DlIup,hinDeposit Bonk and Trust CO!1lpany N service chargll
for preparlltion of ~982 Fiducial')' Income, Tax Returns
Dlluphin Dllpos~t Dank and Ttuat Company ~ Commisaion on
Inco~e (5% of ~19,283.43)
TOTAL INCOME DISllURSEMENTS
INCOMl! DISTRIBUTION
Claire W. Oallen N Income Diatriblltion
',llerthaW, Hoffman N In06mll Diotribution
Fredarick :A. Wies(l11lan, III ~ Income DiabribuUon
TO~AL INCOME DISTRIBUTIONS
'INCOME INVllSTMENTS
U" S,Treaaury Da11y Inveatment Agrllllment
Exhibited into tile Office ofthllRegiotar of Will in and
ofCumbat'IlInd this.2~l\:IdIlY of ()<LteflfA..,
,.
L.b.Q.2.MQ.
-W,283,43
$ 846.00
,
112.00
90,00
95.00
93.00
964,17
$ 2.200.17
---
$ 4,.000,00
4,000,00
4.000.0.0
$ 12 ,000.'00
$ 5.000.00
for the County
,1982,by
DAUPHIN DEPOSIT BANK Alto TRUST COMPANY I Exaoutor
of the' Eatah of !lsther Wieaeman Gumpert
IIYI /3u~A~~ ~
- 8 -
Li!.lR iO:2..,rliGL
C' ,,'
(JI'U
.'
fj,
I.
.OOMM.ONW,ALTH Oil PINNIYLyAN1Al
COUNTY Oil OUMIIRI.ANP J
III
,
_+;._"'____._..... _.__...... nr_____-<~____
___.__~~ t"o. ,~_~__. ~,__...~__"'.,..,..____________~_...............--~<- .......n.~._'...-_.......-"c~_;.....,___
bolng duly .__"-..-".... ".. .~.,. "~ooordln9 to law, dOpolO1 and laVI that h,."._...~...._."-,,--..."" '~"-,
_..,",~,.._+_.._........"......-..n...'.. ,,,.,._.,,,,....,,..,,' of tho Elhto of -.-----'---.--
late of, ,,' --~, Oumberla~d Oountv, Pa., deooolld ond that tho
~lthln I, on Invenlorv madn bV .~ "._".. ,..-___.,-~-',. ,_.___..u",.._, tho Illld ,,' '
0,1 the on, ",r.',', 'Iat',of "Id ,d,eoodent" oonllllln9 of oil tho perlon,1 prop,llrtv ond rool ..tolo, exoepl real ..t.te. oullld.
t,he Oommon, w, ..Ithof ,P,., nnlvlvanla, and that tho fl9urOl OppOllto GOoh lIem of tho Inventory repre..nt 1t,I f.lr Vllue
II of the dolo '01 deo.dont'l' dooth,
--"- IInd lublorlbod b%re me,
.~--_...._------------------.
&!uutor . Mrnlnhlrator
19~_
un.__.~"~__"___~__________'__ _.-.........-~
-
~........_..m_~...;~. ...._.......n_____
, Addrm
Dilta of Dooth -~...-_.,,_..._.,...._._..._~..-~--_._,--._.-,---..,-~
, , Day' Month Yaar
INSTRUOTIONI
An Inventory mUlt be flied within three monthl after eppolntment of personel repruenhllvo.
,A Iupplement Invent~ry mUlt bo IlIed within thirty deYI of dllcovory of addlllonal o"eh.
Addlllonellheoh mey beattoohod al to pOrlonalty or roalty
See ArllclelV, Flduclarlu Act 0/ 1,949, I
.~ ~ ~ 1
~" =fm R I I
I ~Ir J.
j
-
.,.
fj
,~ 1
... .....
COMMc;lNWIALTH O~ PINNIYLYANIA I
QOUNn' O~ CUMIIRLANl) J
I"
.,tj:~~!~~t~~.~f.o+~~e.L]'rUII t_O~~~.l!.r, ot1lauIlllin }:>a.po.!l_~~ ..~!!.n~n !\!1<L.~]J tJl.oj11paIU'''~''_'_.__~,n____u
baing duly ~Jlworn........___nn~ .ooordlng 10 I.w, dopo181 .nd I'YI th.HhaY ...I.I.tIL__~_,_,_,.-:,._._.,_
.~_'~",.n__llxilH.~~~~_..,".,.... u"",,. ,.. ... o( Iho alhlo o( ,__1\atll.!!!..!i..._QlJmnart
1.1' 0' , ',' .' " LamoYB:\lpl\inDepOait Dank nfl"a' 'l'n\a1umb.rland Oounly, P." doom.d and th.tth.
wlthln".n Invenlory mad, by ,..,,(Jol11Pllny,..m,.........,+...cu.dr- __n~"n"~', tho uld~ec~._-;_
of th. onllro.u,.I. ol.ald dooed.nl',oon.hllng 01 .11 the pmoMI prop'drty .nd real ell, .10, Ixoe,PI real .11.1. ouhld.
Ih, Commonwealth oIPannsylv.nl" ,nd Ihat Ihe 119ur81 oppollte uoh Item 01 fhe Inventory r.pru.nt It'l 1.lr ,v.lu.
n 01 the d,t. 01 duoodonl'sdoalh, Dauphit,,'i De\1osit Dank ,lind, Trust Company to,
li)(eC!ut~l' of the l\.a..~ate of Eat let' W, Gumpert
. D~I,L,8lUaie6.._2z~ . ,- . "1 ,_'_
hmlo, .~ltIC Trust Of final'
..J, ,Lti.", .~ .ildlublcrlbod b.lo... mo,
t ',..J j. J_ t-
->_--,_ ~_~~-'_ C -,,__- L._C_t
fi__,"-'_.{ .]
t' ..- " ~..;
19 ,1',;.
... -'.~T'-,__.i, (.-
f -' /- - J:
--:..... (d (--,.. n_ i'/ l' elf _Ii
\;)_t ;.; ht)
..rL,Q!.)lo?0J~j,
~----.~-_.-
tli1ohotfl' J: \L':;~,'," iLL1l j~-Jhn(
MV ((Jrnmi!I!Nl I i;);ld ,'!:,ril II'., l?ij4
H~"lilil~l\), 1',_, iill!!'!';'; (nlllil.,.
_~!lJ'E}'-a~!t.~~d.~~L1vani!LJJ1-0L_"'-.._... ..
IIddlm
D.t, o( Pealh __._~_~~,L_....;.u'.___n._JlJnl.Hl!ll..9~___.__.__
0" Mo~
1981
V..,
....--------.
INIT/lUQTION$
I, An Invent9ry mUlt be flied wl\hln Ihre~ monlhl .lter .pp~lntmenl of perlon.1 repres'nl.t1v.,
2, A Jupplem~nt Invenlory mUll b,o flied wlthlnlhlrty d'YI oldlloovory 01 .~dltlonel ,"eh,
3, A~dltlon.hh"h",'y b, .ttaoh~d ~llo penonelty, ~r realty
,4, Soe Ar,l,ple IV, Pld"clarloJ Aot 011949,
",...-
Ii ~,
~;.' ' 0, "
L...
" "
(~:- j 'C ,
elf-; N ".
~" ~~" h:r~
'n "I"
.V) j I..;"
W )~I_:
~tt1 FJ lr,:t."
ldt,
d"
~ ~ ~ ]
I ~. .~.
, ri
~iP r:-
J J
. ~ ..
- ~
J
'8
3
I JI
,
III
"'"
I
~
J
" ~
\.1! " i,,~
, " '-II
"
:~' . ~ ..'~ c1!J
,,, 1'1::11'
'; ~ I ' :";11
, J
,
,''''..
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'"
INPO~MATION
Thll dooum.nl II Ih. Nollo. required 1'1 b,' glv.n und.r S.ollon 109 01 the Inherlt.no. .nd eli.te Tax. Ao!
of 196\ 172 P,S, "ollon 24861, '
If Ih. tl. II p.,d wllhln Ihree (3) month I .It..r Ih. d.o.d.nt'l dUlh, . dlloounl of 611 of Ih. ", p',ld II .1I0w.d,
Inh.rlt.no. T.. b.oom'l d.llnqu.nt nln. (0) monthl .fter the d.o.dent'l duIh, Inl.rullt oh.rg.d .t, the
r.t. ,of ". (6) p,rc,nl p.r .nnum on the Imounl of uno lid tex, ISES EX,AMPLe SELOW) ,
eXAMPLE, , If . b.I,no. of t.. due 01 t2,000,00 II In I dlllnqu.nlllllul from 3-3-90, .nd PIym.nl I. mid.
. on 6-23~SO, Ih. Inler..1 II o.loulll.d II Indla.ted b.low;, -,
,,,
STlP 1
D.termln. the rete of
Inl.r"l from the tlbl.b.,ow.
stBP a
Multiply the bll.no. 01
lax due by Ih, r.te 01
Ini....I,
STBP (J
Add the Inter..I
10 the blllno. of
I.. du.,
Int,r..t Irom 3-03-S0 10 6-23~SO
R..ultl In:
2 Monlhl . . ,010
, 20 DIYI . .:L.....O.O.3.3..D.
R.t. of Inler.lt . ----;OT338
SI'.no. of I.. due
R.t. of Intere.t
INTEREST
t2,000,00
.!LJl13.3.L
'26,70
e"lno. of IIX due
PIIlI Interell to
~ of P.v~nl 1+)
, ,I'. .n "
.Inter..t to D.te
of PIym.nl
t2,000.00
t 26.70
12,026,70
------.----------------_._--------------------------------~------------
1 monlh .006. 4 monlhi .020 7 monlhl .036 10 month I ,060
2 monlhl . ,010 6 monlhl .0211 8 monlhl ,040 11 month I ,066
3 monlhl ,016 6 monlhl ,030 a month. ,046 12 month I ,060
Idly ,00017 11 dlYI ,00196 2 1 dlYI .00362
2 dlYI ,00034 12 dlYI ,00203 22 dlYI ,0038a
3 dlyl .00061 13 dlYI .00220 23 dlVI ,003S$
4 d.YI ,0006S 14 dlYI ,00237 24 dlYI ,08403
6 dlYI ,000S6 16 dlYI .00260 26 dlYI ,0 420
6,dlYI ,00101 16 d,YI .00267 26 dlYI .og4i7
7 dlYI ,00\ IS 17 dlYI .002S4 27 dlYI ,0 4 4
e diYI ,00136 . Ie dlYI .0030 I 2S dlYI ,00471
9 dlYI ,00162 19 dlYI ,00318 29 dlYI .00~88
1 0 dlYI .00169 20. dlYI .00336 30 dlYI .00 00
---~-------------------------~---------------------------------------
.
Any' p..Iy In ,nler..l, Includ,ng Ihe Commonwlllth .nd Ihl perlonll repreunl.llv., nol UlllfI.d With the
IpprelUm.nl .nd I..eum.nl mlY obj.Ol Within lI.ty (60) dlyi .11.. flOllPI 01 thll NolIO. II orovld.d Ily
S.ollqn 1001 of Ih. Inh.!,lIno. Ind hllte T.. ACI of 196 I In p,s, "0. 24S6 - 1001), .
, MAKI CHICK OR MONIV OROIR PAVAILE TO, "RIOII't.1l OF .WILLS, AGINT"
OeTACH THE TOP PORTION OP THIS PORM AND SUBMIT WITH YOUR PAYMeNT TO THE RealSTeR OP WILLS POR
THe COUNTy SHOWN ON THE REveRse, see THE INHeRITANce TM INSTRUCTION BOOK POll ADOAess.
J Vennaylvllnia pej,lartmllnt
lIurllllU of tlIllminll tion
V,O. 11011 aJ~7
!jnrillbur9, VII 17106
of Illlvellue '.'
OFFICIAl.. NOTICE OF DETERMINATION
AND AsseSSMeNT OF PBNtlSYI..VAtllA
l!STATE TAX
,
-~...--..- --.--
-------"
TOI~hl~i~~~ Churohil'~
, ._.hQJ.Jl.'?.lUl:1L
_t'itt!~ur'.1ht.. 1"" 111~JO
---
DATIl
S$TATIOPI--
1'11.11'101, '
cnUHTY 01'1
OAT! 01' DeATH I
10/10/A2
f." ~~TI~~~~61rthll~ kI', ~
'1lJ.~M~ r;:."u'lber /aw{
ao 1'jt 01
-...-'"
~____~~_~____M__M~_"________~________~__~___~~~____"_~~"~-------~-~-----------"-~-----~-
.
A, DBTIRMIHATloHI
1, Tuabl. 'Itat.lloud upont' ,
l( Th. Unlt.d Stat.. Ihtat. ToM R-'urn (Form 706)
Th.~ommunlaatlon from tho f'edoral Govornmont
~onfllmlng tho a~uptanu of at ohango, to the
P.d"atl,tale Tall R-'urn
2, Amo~nt ofot.dllfor Stat. doath tall.. (a. votlflod)
3, Ponn.vlvanla Inh.rlta'nu tall au....d
(.~oludlng anv dhoa~nt and/or Int"..t)
4. ' l'Iormolln't"rltance ,tall paid to othor Stato. or
r.,rltorl..of tho Unltod Stot.. (ollolvdlng
ony dl uaUllt and/or Int.r..t) ,
6, 'ratal 'Inh.rltanu tall orodlh (lln. It.m '3 plu. I1no Itom 4)
6, Total liability far P'nn.ylvanla ..tat. tall (llno Itom 2
mlnu. 11 no It.m 6)
$ ..
$
$ 25,1l71,OO
--.., ,
$ ,00
S -'-
$
HOTBI Colllpleto Iln. ltom.7 and 8 01'11. Y whon dotermlnatlan
, I. bo.od on fI.d.ral Clo.lng Lo"ot
8,
Amount of P,nn.y\vanla ..tato tax a"....d an dot.rmlnatlon
datod
Addition (uiduatlon) ta Penn.ylvanla o.tat. tax (11 no 110m 6
mlnu, IIno 110m 7) ,
Dolormlnallon preparedbYI
Dato!
$
$
,7,
M~~___~____~___________________~_________~~___________~--~----~~--~~-------_.
8, AssesSMlltlTI
1. p,,i".ylvonla Il.tal. Tox "f1oqlod ani
Ilno 1t.11\ A (61
IIno Itom A (8)
2, Leu crodl,l..
.!>ATl9J~W.M.lli1. _~_Q.4!lllM!L
s
..._iII.......
---
.JHT !!UU_
_ ($ 1
_ :(~ - I
- .\!_-~'
SMDlt
;::
::
....+~. .
"
$
-~
.................... ~ --
'3. Balanae of Ponnlylvonla o.lalo lax'duo
I,nl"'" I. d~',al Ih. 1iI10 of .111 (6)pereont pOI annum from
Au,umonl prepared bYI
Dal"
10 Iho dale of poyment,
"
~aINT ~OA TN' COMMONWK~~TN
see Rl!VEASl! SID!! FOA INSTRUCTIONS
;!
,,,,V.\UOO I" , 111.811
PIIRuAU OP ulIAMINATION
PuNilSI'LVANIA PHPARTMuNT OP ReVuNUe
M. 1l0X Ian
11AnRISIlVRQ, PA mOD
-
oO~d8nt'l NO~i~Flnt, RlIII Middle InlUIII W'
DECEASED ~~v ulnbor~" 0010 of ollth
. J:1~l.\ \,___ a9-=. ~ y . U I
1. Orlginll Return 14 2. SUllPlom0l1tl1 ROlurn 0 3. RlmlhldtrRotl'lO 0
4. LII. EIIIIO 0 6. Podorll 611011 Tlx 0
Relurn Roqulrod.
BLOCKS 0" Ooeodont dlldtolll" 7. 01, co, dint molntllned IlIvlnu 0 ~, Numblr of I1II depollt 0
(Attlch copy of Willi trult (Amoh copy cf trulII bOKe, Invlnlorlid
All correlpondlnollnd confldlnllol tox Inlormallon Ihould bo dhlctod 101
CoRnE. _~
sPaN DENT NI~~\li'd' ~
To'"h~ N._ . ~~;~B '7,Q'
._~ :z:::: Stato
CHEDK
APPRO'
PRIATE
RECAPIT.
ULATION
AND
TAX'
CALOU.
LATlON
II ,.,.3.;) I{ ~~ ,;;./
INHBRITANcllTAX RIlTURN
RBSIDRNT PBCl!PIlNT
PIi.,Humber "...i.1::.'lL::Q.!fJJ:L-
Omdont'l Addrlll, , +
li'3'5 ~ot.d~ "thIrd S*",te .
l_tMOVf'\t, PA 1"701f?l
21e.-
RIOIPllulaUon
1. ROil Eltlle (Schldule AI
2. Stockllnd Bondi (Schedule 81
3, Clololy Hold Slock/Pat,t:luflblp Inllrllt (Sohodule 01
4, Mortueuollnd Notol,(Suhodu" 0)
6. Cllh &, Mllcel1lnooul Pcnonol Property (Schedule H)
o. Jointly Ownld ProperlY (Schodull FI
7. Tronlflfl (Schldull 0)
a. Total o rOil Allltlltolel IInll 1.71
a, Funerel Expenlll AdmlnlllrollV8 OOltl/Mllullllnloul
Explnlll (Schedull,HI
10, Oobtl/Mortglg81/Llanl (Soh.dulo II
11. Total OedUttlonlltolllllODI 0 &,101
12: Net Veluo 01 Elleta Wne 0 mlnulllne 111
la. Cherltob18 OequOItI(Schedule JI '
14. NOI Value lublect to IIX (IIno 12 mlnulllnal3)
( 11
( 21
( 31
(41
( 01
( 0)
( 71
l'ilc,;\pl~..l::.\.
~--,(a)~~,~~
( 0)
(101
ll~_"i"O,~'_
(13)" "
1141 ' '
, Compulollon of Tex
16, Amount of line 141axable 816% rotl
(lnclu~e valuOl Irom Schedule KI
10, Amount of line 141exoble 1116% rate
(Include volUOi Irom Sohedule KI
17. Prlnolpellox due (add,lox from line 16 plullax from IIno 101
la, Totol Prior poymantll
(.) , Alnount Peld
(b). 'PlulOllcount '
(c) 'MlnullMerOlI
19. Ballne, Due (line 17 mlnUlllne 19)
Mike, CheckPoveblllDI Aaulll" of Willi, ,Aglnt
· ., PLEASE "ECHOCK MATH · · ·
X,oo"
1161" '
(IolJJ.O, "\i'ir. 3:;;1....
,x,16"
~ SJ 5t")j~ IS
~O 61\,16'
, I,
(171
(101__
(101
Undor ponelllc! of perluri,l deelere that I heve exomln,d Ihll ~elurn,lnoludlnu eocompenylng IchedulOiend Iletomenh,lnd to Ihl bolt of my knowl,dgl
end hellll,II II truo, correo, d compllte. Oeolaretlonof preperer other Ihftn Iho perlonol reprolOntallvo II bDled on IlIlnlormellcn 01 whloh praporer hel
any knowledue,
ADORROO
, DATa
SloNATURE OF PRePAROR OTHeR TliAN RePReSeNTATIVu
ADDRess
PATh
;;,
!lli-ESTlONS CONCERNI~G PROPERTV TRANSFERS
1. Old decedent, wlth:n two, years of death, make any transfer of any malarial pllrt of hlsoslntll without rllcqlvlnR
valuablo and adequate consideration? (Allswer "Ves" or "No",) NO , .
2, 01 d, decedent, within two year,s of daatll,,' transfer pronertY, from hll11sel,f/ horsel f \0 hllllS, 01 f/horsol f .and anothor parly
or parties (including a spouso) In Joint ownership? (AnsworuYes" or "No",) ..Jl.\L.
3, If the answer te one or tWO above Is "Yes" anll tho tr"nsfors are clalmod to, bo nontaxnblo, provide thofollowlnll
Information:
a, Age of dacedent at time of transfer,
b, Copy of death certificate, '
c, Affl~avlt by tne attending physician Indlcallnll the state of decedent's health 0\ time of trqnsfer,
d.. All o,\hel Informallon supporting nontaxablllty of.trMsfor, "
4, Old docedent, In h,ls/her lifetime, make any trnnsfer of property without recelvlnll a valuable or adoquate consideration
therefor which was \0 take effect In possession or enjoyment at or after his/her death? (Answer uVes" or "No" ,) NO
,a, Was there llI1Y possibility that the property transferred might return to transferor or his/her estate or bIl sublect
to his/her power of disposition? (Answer "Ves" or "No" ,) NO
b, What was thatrahsferee's allent lime of decedent'sdoath?
6, DI~ decedent 10 his/her Ilfellmemoke any transfer without receiving a valuable and adequate conslderallon therefor
.underwhlch transferor exPressly or Impliedly reserves for his/her life ot any period which (loes In fact end baforllhla/her
death: .
a, The possession or enjoyment of or Ihe right to Incolllo from tho property transferred? (Answor "Ves" or "No",) NO
b. The right \0 designate the persons who shall possess or enloy the property transferred or Income thorolrom?
(Anawer "Ves" or "No",) NO
6, If the answor to live b, above Is "Vesl" was tho right resorved In dotodAnt olano ( ) or docodont and othors ( ),
7, Old decedent In his/her lifetime make a transfer, the,conslderallon for whlth was tranaferee's promise to p~y Income
to or for the benefll or oare oftransferor? (Answer "Ves" or UNo" ,) NO. .
8, Old decedent, at any lime, trensfer property, the bmeflolal enloyment of which was subleot to change, because of
a reserved power to altar, amend, or r,evoke, or whloh could revert to deoedent under terms of trensf,er or by oporat1on of
law? (AnswerllYes" or IINo" ,) NO . " ,
9, If the answer to eight above \s"Ves," was the power to aller, amotid 6r revoke the Interest of lI,le beneficiary reserved
In the deoodent alone ( ) ordecedilllt and others ( ), .
HI~V..46ti nXi 13-001
COMMONWIALTH OF PINNBVLVANIA
OIPAATMINT OP AI\lINUI
TAANIPEA INHIAITANDB TAX
AIIIOINT OICBOBNT '
SCHEDULE "P"
STATEMENT OP DBBTS
AND DBDUCTlONs
.
-
-Tl~
.. --. .. --:-r
EQtallol IiB~heu~ Oumllp,rL.... Dalo 131 DODlh 9/2/1/81
"
WHEN CLAIMING THE PAMIL Y EXEMPTION, COMPI-ETE THE POLl-OWING:
File No,__
Cllllmolll
RllllllIDIlRhlp III Doeodoll\
Clalmollt's Addros. 01 \Imo of Docodoll\" DUOlh
-
. ''{/6~ DATU NAMB OP PA V88 , I1IMAAKI AMOUNT
- l\IiS~RVlm '1'0 PAY TIm l'OI.l.OIHNGI
I1n"j ,I R, 1("\,,, " Attornpy'a fua S J. 00" n"
--
I" "'''l""H 11>.".. n,,(' 'I'rllat J(xoc\ltor'a faa 8.560.00 ,
,
no ..
Coat of P"Jinn , 200.00
- -
, ,
,
-
, ,
-. ,
-
- -
,
,
,
,
-
"
--- -
, ,
-
-- - - TOTAL I
, t 13,040,00
I hareby cortlfy th~t to tho bast of my knowledgo and bollef tho forogalng Is a Just and truo stDtemont of debts, funeral
oKpensosand oXP"ons8s of administration submitted to th,e,ll$"tate It,S doduc!lons forL InlWlltnnco ,Tax,>>, urp8'SOS. ,
Ill1l1phin Dapoait Bank IInd 'I'rust Compllny, J(xe<;llC,or O,f':;,tlla 1\ tllte,l <If tBtnor I~. uump' r,c, '..
, n . c, } (I'I. '/", " I' ) 0/,. 'f....
Y Sll 1I HDFI'II'UCIIIRV crT
PI A US
DEBTS AND DEOl/OTIONB Mil AI.I.OWIlD IN THE SUM OF $
AT
% TAX RATE
t-JATt::
'SJ.aaHS "II x "IAQ i1~n ^~VSSi;I::l3N SI 3::lVdS 1VNOI.l.IOOV :JI
'vlqop oYI 6~I~Od 101 ~lIl1qISllod'Ol DIll I'DlUnUO 90Y 011101 1I0Blod OYI ~q l'ou61' GIII.o.Ulllllol 04.L 'l
'I'OltllOIO UUloq Iqol' YOOO,IO IunOltlO OYllOIUa'9
'1IOlulOlO Itl.1' 11000 lOI ulunloo V~lDIUOl aliI UI UOIIDUDldxD IOII~ DOI1IADld '9
'oo~Dd YOIlO /0 uwou oyl j'I~a '~
'1'Iod 10/PUD 1'01lnOtlll00ll Iqop YOOO ~OI~oII UD OIOP oYI18IUilI 'E
'1'01511 tllOII YOOO 01 IlOquH1U O^llo.OOlUD~ \I6111V 'Z
'UIUllloo'lunDUlO O~I UI POWIDIO IunOl~D 0111 I'tlD UlllnloO t;~lolUOl 0111 UI"UDllduIOXD ~1IU1D/" 10lUa 'l~al'ODol' O~I
01 dl~IUOlllllaHoY/'I~ pUD IUll'pD 'OUIOU I,IUDUIIDlll Ulll OlOOIPlll'l'dlUllllO 8111,oq II UDlldwoxo ~IIIUDI O,YIII 'I
lId;ai'flaaH::lS DNlla1dWO:> ~O;/ SNOI.L:)n~lSNI
...
~ ~ $
)j '" n ~
Vl <5 " ~~l~:-- ,?tV
m~."
'1j .... :8 ,;:i
l; r4
~ "
I'll '--I'.
i>': '~ " , " ~"j
, 'll 1 I'
~ .
& 1 rl "" t;
J m
z ""
I '"
-.t I><
1.1; ~ g
0 ~ ~ ~ d d
~ z z
i g d ~ ~
Z ~ Q
~ ~ 8
~
"UlnIO~ XOl,OltlODullonpl^lpUI'O~'Vd lUlOI uo p,p,odll oq plnD~1 WolI
8wooUI olqoXll1 IIYl '18.odlnd Xlll owooUI OIUO^I~'uuOd 10/ olqopodol Sl 010110 UD 8UI1811IUIWPD UI P8WlOllOd
IODIAlet 10' 'IOIDllllUIWpo 10 lDlnooxo UD '~IOWDU fOAII0IU0S81dol,0IDlSO UD 01 Pllld UOIIOIUO~IIlD::l lalON
" " " 'IM01,81011l1UI DIIIOAI~.uuad 4141 ~q 141 111011 0 ~q IIlld YOIY^' '18IID'IIU1D~D
iluO OlqoMD1I1l II UGlldwaxo ~lIwoI O~.l. 'IUOI'OOOP O~I so I'I0yesnoll G\UDS 4111110 tlGqwoW OlD O~M IllIGlDd 1,0 IU81Dd 0
~q POWIOID oq UoDUOlldlUlXO O~I 'PIIYD 10 09ood5 ~oo.l OU 9 I OIG,ltllllOAO O~I UI 'UOlidwoxOO~I, UlIDI:! UOD Pl0481noy
8IUD. OYI /018qwoIU 0 "l DY^'IU81'0~8p O~I 10 I'IIYO .~UO UOYI '11~6plO~/II~ P81101lD/ 10~ "nodI 8YI /110 'unDdl,ou
II ollYl1I '1lIUO^I~'UU'd ul PolIOIWDP p81P OYM IU8p800p 010 o.nodl 0 ~q POWIDID oq ~OW uOlldwoxo ~IIWDI V
'OlnpGYDI 51YI 01 POYDDllo oq Plno~. P8,U1I1l10
8UIO,!51qop OYll,OI ,~lInqolll,811l1'O 8YIlG 5,IUOPOPOP 041 pGddn5 OIOOUOpl^a 'POlll'l lunlO!:! xO.L80UlllljO~UI
oYlw04^,~IIM 5111M 141 jOll18o~ G~I /0 1.~^Dlddo O~I Dlloolq09 010 010110 UOl5UI080 pOU'lPID 6U10'! 51~8p IIV
'soluodxo loll~q p8101"18410 PUD IO~IDW OAOl8 10
ouol.qwol '101 10llnq 0 10 1'00 O~I 6Ulpnloull09uodXO lopo.q pUO 1010unl'I00I ~lDI:lnplI'1881 ~oUlOHD 'UOIIDIIIIUIIUPO
/0 11,00 8~16Ulpn\oul olqou'Iolo 81D llUOtllO~IO 'OllllS~IO IUOpOOOI' G\{I ~q pounDUI IIq8p 01 UOIlIP,PD UI '810118
olqoXll1 H'~/IIY IIuID60 olqllonpol'Oln Ylool' 18~/llll OllOlld IUOPOOOP 0111 ~q pounDululIl\lqDII P8I1'IID'Un
. ."
'N5llVWHO:lNI XVl a:)NVJ.I~aHNI1V~aNa"O