HomeMy WebLinkAbout81-00667
6, AU known dapt/il of the e/iltate have peen pdd including
Inheritance 'l'(iK due to the Commonwealth of p.ennsylvania, in,thlil'ani9unt
of Fifty..Two al1d a4/100 (~~2,8~) DOltar,s, No othelj 'taKes are due"
7 . Illl"I ~ABllI,'l'H B, COPlllNH1\VllIR advanoed fullds to pay
the fQlJ,owin9' eKpenaes and she wdves her r.tght to file a olaim
agdl1st the El/ilt,ate for reimburselnent ofthQse expense/ill
George Hetr.tok Funel;'al Horne ..............-_ ~
Holy Sp.trit HOsP;t:al ------------___
TOTAL --~'...-...---..--...'.....,_......__'!'"
1,548,10
15.00
$ 1,563,10
-
8, After payment of ,all debt/il and claim" against the
estate, including the Inheritance Tax, the sum bf One Thousand
, TwentY One and 57/100 (~l ,au. 57) Dollars oash remains for ~i/iItri..
bution to the beneficiaries of the Decedent , MARTHA J. MONROE, all
folloWSl
!'lame
Eliza~eth n, Copenhaver
Robert Balthaser
John Monroe '
l<y 1a . Monroe
Amount
TOTAL
$455.40
455.39
455.39
455. 39
~1,821.57
,
9, All parties in j.nterest have reoeived notioEl of. bhe
intent. of yourl?eti tioMr to file this pe.titibn \'Ii th your llbnorab,le
COI.!.rt or qava joiMd!11 the prayer of this Petition py exeoutingoon-
sent an<l joinders, whioh are attaohlld hereto as mxhibit. "B,"
WHERlllFOREl, your petitioner requests your llohoraq1e Court,
"puJ:'S\,lant to Seotion 3102 of the Aot. of July 1, 1972, (P.l". 508) ,No.
164, 20 Pa, caA 53102 i as amended., to 'awarCl distribution of t.nl!l. P'~.'.onal
'property in the rnaM.er sei; fbrth in Paragraph
[lOOK :tLJD P1,G[ 151 ~-z:& d-/l.:ti. '"
- .
OPPIOIAL NOTICI OP
INHeRITAHll1 TAX
-~"".M'NT
*'
:::" ~~~..I"~
me NO. ~~.f'/- ~_~z.___
OOUNTY .i;~~/~~
PATeOPPEATH~~~~
COMMONweALTH OP PINNSYLVANIA
DEPARTMI!NT OP ReveNUI
BUReAU. OP IXAMINATION
,
Tal
( ~~~A~' "r
'. .-.7
Appr.lud V.lu, of "'11'1 _.
Alii Ill...
Per,on.l. Prop.rty
..--..---....
......--.--.-...---.......
-
',.
,-
1. .- -=="A"7..
4LtL1...!J~~
, I.'
Jolnlly Hold Pl'op.ny/l-"nlflll
/!.t
~-
~-~""'_._.,
Totll Oro" I!M"I,
.'-4LL1 t--tL
:.~.LL_
.t_ .3 ~/,.Q L_
Totll Approv.d D.duOllonl
Clllr Vllut 01 .1'1'1
L.II: Approv.1l Chlrllebl, Ilxlmptlonl
.
, Ol..r Vllu. of 111111. BubJ'Ol 10 T.~
" .6//. ~/ _.
Amount T.~.bl. (Il 8% A.,.
.
II~ due
L_
-Ptt. ~ ?
. -'/d, ~ '/
AmoUnl TI~.bll (Il '8% Rail
..:! /I,~ I
'a~ due
TOTAl. f'BNNBYWANIA INHERITANCe TAX Due
* * * * * * A f1v. peroenl dlloounl lOlallng .
will b. Illlnltd If 'h. Inhlrllano. Ta~ II paid by
L... Cridl'll
.M!! QP PAYMRNT
AMOUNT PAID DISCOUNT INTBR&8T TAX CRIDIT
. + . ' . t . 1-
+ .
- - -
+ .
Inlerlll eoorulI. ,I Ihe 1111 01 .IM (81 p.roln, plr ennum
on Ih. unpaid bal. no. 01 Inherllln" Tu Irom
10 dlle of paymenl. Interlll dUI If plld bV II
I ~ .' ,l''^''';f'':::)'';;)f/i",NO...m.
"174' ~ (~ A......dbyl
'-/ - ' tI' _ S..lnIOlm.llon on Al!'I.'" SI,,* ,A,.nl 0
.
4(,.(., f
~~
TAXi'MEH
RECAPI1'ULA TION
Appralsod,vnluo of Porson-al ProrJllrf,y "',"'..'Io..........'HHtlHIl'II..IIl'lIllllll"..'''''''''IIHII . 2"I1.Q21,.4,Li
ApprQ.t8o~ valuo o~ r6~1 ostate Idi""i'lIll1.tI",Ii~'''I'lfl'~,III1III1'''tH'lO'lltlltlltiljlllli",IIII'il' . II "" " ,,, O",!.l I ,
Total apprlltaod vnluo ""I'IIH li'"."1I1 Hnl'll "'" """",",''' ,1111111 I'''' '1101'" It ""ltilli" lit: II' .al' J..Q. ?...4Il.i
'AFFIDAVIT OF PERSONAL REPRESENTIrTtVI!:
COU"'>, Q( Dftuphh\ ..,
IIIIIII II tit 1111 1.11', 1111. j lit I I II t' II I I' 1 '111' "~ ~ l+t~I~~~ .~,~, I I~ II,.. 9.c?'~~f}}~,~,'l:fll;, .111 I 1,1 "I' i'! t t 1'11"1 I II iI..1 "'11' i lIllll
!1klIotK , " Martha J. Monroe '
Admlnlatrat of the T',Rtutu O('"ll""I""'''''''"''"I!f11111l1l111l1l''''"IIIIII1IHIIIII'"I11'.llIttllll '"II1t1jjUI II flliill 1111
dCCO"~Clcl, belnA' duIYI~h~:'~H1I1I1Il11Il""""''''''''HI'''I''HIII'' ac'corc.1I"1cto' law. deposo and say that tho
lt~l11a ftllPo~rl"g In tho Inventory .Iuchlde nil of the Jler&on~la8Rcta whorovcr sltUMe and al (If Ihe
roalesla'O In Ihe Commonwcnhh of Pennsylvania of said dccedent I thai the valuation placed oppoallo
cadI Item of saI<l Inventory rcprescntR Its fah' value .a" of thc da'c of .the decedent', d~alh I Slid that
dcced9nl owned nO real cstate olltsldc tllc Gonlll1onwcalth or Pennsylvania ellcept ,hal which _PPOaft
::~~~.~.::SiF:,3:i:,~:,:'~::::t'" ~J~.~",
'1'1'''''''' \"~&'~\{."'7J"''''''' A d)l. .".<. Harrisburg, panr~Wania 17112
11111:' "1~Y"'"~t' ~d,&CI1MY.;;i' .L,y. ""11I1IIlllllIlIlI'"!lIl~~~~I~~'i~s~~~io:'~~~~I~'p~b';O"I'IIH11
,e: ' Ha,rltburg,Oauphln 90.
INSTRUCTIONS Mv ccimmllllQn axpl,r" J~no ~, 10$5
...It
..
I; An' Invantory Ii\lIa~ ba 010d wl\blp, Ib,oe month. .fllr appolntmall\ or per.onal rapra..nlllllva.
t. A allpplomanlallnvolllory muftt,bft nled wltbln thirty c1a~. ot dl.oovar~ ot .ddlllonal ....la.
a. Ad41110nal .haela 'ms~ ba allaob.d .. 10 \lor.on.ll, 0' roalt~,
4. Sa. ~'llol., IV,Flduolarto. Act ot 194&,
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CommQnw..I,h of "r.nn,ylv.nl.
u,plrtmln, of Rlv'hU'
Tr.n.t., Inh,rl\.nol T'M
"..I dint ou,d,nt
flav"'1I4 IIllt 11.1\01
INHERITANOE TAX R~TURN
POI' ft8TATE8 WITH GROS8 AS8ETS
, UNDER $10,000,00 '
.
I!elole of MAl:thA J. ,Monrce
l.all Addrll'" 10,0 Mount l\llen pri.ve
MeQhAniosbur91 penna:vl.Vl:Ipia 170tlS
(cllYl 18\11'1 (tlpl
[Jllte of POllth
M(lrol\ q, lV2
Boolul SuourllV ,# 1~ 7 ~ 4 0.7 853
Iluronu Flln #
-
,:1/ J - '.;' J ~..~~ 7
CounlY Plio #
.
d'
1. Ducq~Qn' dlQd;
(gl Inleltatll (without 0 1'11111
P 1'881111Q 1I0llvlnllll IlIlt ,1'11\1 - COpy nltllchod\
. "
2. 0 l!Mlloutcr/l!Koou,rIK 50 Admll1latnl\orlAdll1ll1lltrlllrlK
Nllmo Illlizabetp 13. .copenhaYsll:'
AddrO'iI,.8BO ValleY View ~venue
Harrisburq, pepnsY1VAniA
((lIIyl
.,
(fua'.'
17112
(lip)
.-
a, ,All o\lrrolpbndonoo Ihould ho O1ollod 10 ijil AltornoV bU Fiduciary.
4. , ,If an ollornoV 1.1 ropr080ntlno Iho olloto, Indlcote:
Namo Stave C. Nioholas I ESquire
405 NcrthSaoon4 Street
Addre8li post Offioe BOX 902
RArrisbUl:'9 I. pennsYlvania
, (OIIVI .
181a\al
1710B
\Zlpl
r..t .lId"" ond e.llmatud pop,rlmOnl VolllOllon
Motket Volll. (0.1110101 u,.OtllVI ,
~-'-*t'...
'.OOT
All\~ PROPIRTY - IlIan\lly' toOlptOpo,1Y looo\od
I".lud. 0 ".Iemonl 01 mottg.ua onoumh,.nco' " of
.
,.00 T
NONl!I
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III
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.
1.1
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lIUNIPI1llAAlft8 ANP I\PDRU8lI11
(II... full n.m" .n~ .a~r..... of, ,II who h.v. ." In,,,",
.I\h." V"t'~j Qonllnp.n' 0' 011* i.","t1
BIlNBPIOIARI1l8
ReLATION.HIP IURViVeD
TO P8(lPP8NT DBOsbBNT
eTATe vea
,OR NO
INTeRUIT OP
BUNUPIOIAIW
IN SSTATB
111J.~utlebh b. Qoplmhllvet', B81T'VlCI: "
~ Dt'i viii , II.. ff'l ahLlta~c-.I!A-JJ I P -_ .._- .~J.loll_- ~QiI
"R"6Ile1!t, III\:!.tllllSUl',"1l50 North1{UntuoRY"S"'.
.4fH"SCIIIl; V:l.Jlsin"~mOll "N~phllW- ~ll
25%
25%
,. .....-.,.-
John Monl'oe, 4,3t1/O'OJIlIlld Str()at,~~~-
KbensbuP8 .Pannsl'1-Yf1u~-1.j)941.. --, -Nlilphew:--- 4'-e1J- --aui--:klt'
Kyle Monroll, 50 Ollura\l Bttllot,
MagWIl8~8,'Piln"~#Yan4a-*ao~~
25%
-Nllphil~- 4'_
25%
t: ~ 0 8 8 ~ ~ !
z ~ ~ f::
m ::0 ~" & ~t.
~I' 'Ii, m ~, i
'Ii, 0
, F 0 'Tl
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, t"' I
()' 41, il
;'"
h" ~~. ~:li
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I i.f'! .~ ~ ~
0 \! ;.
\oj 'I~ J.;
fO; ~ Li.I-"
F' 0" !
, INPORMATION
PLAOBPOR PI LING 'c, Tho ,r&tum 1110 be flied In dupllcetewlth the Reglaterof Willa of the CounlY wherein Ihe deeedenl resided,
TI,MII POR PILING c, The rotunj Is due nine monlha efter the dccedent'e death, unlepsen eXlenslon for filing hoe been applied for end grenled
by 'he Seoretery of Revonue within the nlne.month period.
PAI,LIJR~ TO PIl.S.'RBTURN -, Soot Ion 79101 thQ1901Stotulo provldos Iho' "; . . anY person wHo >v11l1ully fell, lollle Hotum or
" othor report t~qulred of him. . . 5hell bo porsonally lIablo . . . to e penallY of 20% of Ihe tax ulllmelely found 10 ba due or $1.otlO
whlohaver Is 'he'lessor to bo reooverod by Ihe Oeparlmant of Revanue 81 debls of like amount ere recovorable ,bY laW." .
, ,',
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In
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i ~ d ~ ~'
z ~ 'Cl
,~ ,8
Ilo<
,. .~
COMMONWEALTH OP PllNN8Yl.VANIA
DEPARTMENT OP REVENUE
BUREAU OF EXAMINATION
OFPIOIAL NOTICE OF
INHERITANCe TAX
A8BBS8MBNT
*'
~'llll< I, .. "'7
COUNTY PILB NO: _.............~ I,. r.:,. I .
Jt'., c ~ (1 c
TO:, " .~.J,I. (I. tM:>L..-!4
t, () Ij " " " rO,Q
1'l/og
"'~ ~~..
BSTATE' . .",..' '.' :'-'. (} 1(! AJl...,
FILE NO, ,,~I - J'~" t:: " .
COUNTY C~" ~~'1 '. t
,
DA TE OP DBA TH
r
ApP'al"d Valuo of Bllotu:
ADD I B'lole
porlonol Proportv
L_
t
Jolnllv Hold Property/Tllntle'l
t
Totti 0'011 BBlate
.
Totti Approved Deduotlonl
Oleer Velua of 'Eetlte
1.
Leu: Approved Cherlloble E~emptlonl
Cleer Value of Bltl,t. SubJ.ot to TI~
.
Amount Ta~able @ 8% Alte
.
11l~ due
.
AI1>Dunt TIl~able @ '8% Rale
~i~,'J
TOTAL PENNSYLVANIA INHERITANCE TAX DUE .
c". (S.
· · · · · · A five peroenl dlloount 10lollng .
,will ba gruntod If Ihe InherltaMe Ta~ I' paid bV
l.ell Credit Ii
DATe OF PAYMBNT
1,;,;-.:2..2.,- ?r .
AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
o . If; t . . . = . ~.U)
t =
t D
Intlr..' 'OO'U.8 It th.D ratl of II~ (81 peroent per. annum
on the unpaid b.la.noe of lnherltanoe T.~ from,
10 dale of Plvm,nl.lnlare.1 duo If pold by . II
PALANCP OF PBNNPYLVANIA INHBRITANOe TAX Due
fllfd:;rl ii ur \NIl::;
..
-
"
-~ -- - ---,--....-~-
.~..~'.-,,-:'~:~ - ..~:~ .- , ~- -- :,: ",--'~;' - --~ ' -- ~..~I
I AIV.IIOllX: " i. ' CO'MMONWIALTH OF peNNSYLVANIA "
Noll 6.8'01 DIPARTMINTOf'RBVBNUB"
! n " O,..PIOIAL FlBOBIPT 'PBN~8YLVANIA INHBRITANce AND B8TATIl TAX'
~
TAX AT 6%.
TAXAT1~%
TAXAT_%
ADDRESS 405 Noa:-th Seoond str.et
HIlrd.buJ.'cl. Pat 17108
'--EiTATE~FORMAT~N7-~---~--------------------
DA TE OF DEATH
tSTATE1AX
TOTAL TAX CREDIT
I
FILE NUMBER
DATE QF PA\'MENT
LESS DISCOUNT
m ,PLUS % INTEREST 6.11
IFROM __ TD__I
m TOTAL AMOUNT PAID It 11
I
j II NAME OF DECEDENT , '
i --~~~2:~;~:;;----~ _..~---- -~--~ - ---- ---- ----
REMARKS "
I
PAID :EN PULL
SEAL
, I
RECEIVED BY -~~(<Y"
C,
" , '/" .J
. {~/ - _.' .:'1,' __, - '~;
(__ I ,,/ J<'{{J'~.F"-
SIGNATUl1E/ ' ,
'H[(.;I~nLH 01 \VILL~;; ,
--...,- ........,..0..-_ ___ __ ____~ _~. ......... __._ ___ ___. ___.,___. _....,_.__ __<- .__.. .~_.......... _. _-.oo-+...._..~_ '''---0. ____......... _ _ _.... __....--.. _ _ _
.'