HomeMy WebLinkAbout01-1020
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of - El eo f'qe. F. F="~v be r--
also known as
No.
To:
21-01-1020
Register of Wills for the
I Deceased. County of in the
Social Security No. i (~ -- I ~ -/ )<0'1 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut\'~
in the last will of the above decedent, dated ,\ - II -
and codicil(s) dated
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C l-\. 'f'v"\ \
h \ ~ last family or principal residence at
. er~~ .{~ A
(list street, number and muncipality) CCt. or \ "S( ere Cl Q ~
at Dt~I~{IC~en erf'tQ(-]CJAearftb ~'led Oe+o b-e , 19 .~~ I.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in' County
Value of real estate in Pennsylvania
situated as follows:
$ ~ 6)000100
$
$
$
WHEREFORE, petitioner(s) respectfully ~e uest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TIc... VY) e. V)-t
theron.
(testamentary; administration c.La.; administration d.h.n.c.La.)
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OATH OF-PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn 10 or affirmed and subscribed . t<!,~~ ~
before me this 5th day of ~
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No. 21-01-1020
Estate of GEORGE F FAWBER , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
NOVEMBER 6,
._.. _._~~_1-001, in c0n~ideration ( .
L"t.$:~!:\..';.f:'. f)Il
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOVEMBER 1]. 1996
described therein be admitted to probate and filed of record as the last will of
GEORGE F FAWBER
and Letters TESTAMENTAR Y
are hereby granted t~THLEEN TEMPLIN
'77;h~yar;fD~f((j /ft/ ~~y
Re ter of WI S
FEES
60.00
3.00
5.00
30.00
98.00
Probate, Letters, Etc. .........
1~~P Certificates( )..........
Renunciation ................
x-pages
$
$
$
$
TOTAL _ $
A TIORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
PHONE
:105.805 REV 9/11.6
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~ fi(~r-
Local Registrar
Fee for this certificate, $2.00
p
7744542
ocr 2 3 ZOO~
Date
:J Rev. 2117
COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECOROS
CERTIFICATE OF DEATH
1.
FJta.nkl-i..n Fawbvr.
UNDeR 1 YEAR UNOER 1 DAY
MonlIle Oeya Huon! MInu1..
SEX
2.
NAME Of' DeCEDENT (for". Uod<lIe. Las,
8/RTHPI..4CE (Cly and
S- 01 fcr"9' CounuVl
HaJr.Jt,U,bWL P
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801 N. Ha.novVt S~eet
,.. CMl.i.6le PAl 70 1 3
FRHER'S NAME IF... Uo<ldIe. LaII)
17a. SlaIe
PA
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decedeN
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-.hip? 174..0 :;...~=oI CMl-iAle
MOTHER'S NANI! ,F..l. Moddle. ..-. Sufnamel
MARI1Al STRUS . ........,
Ne_Manied. ~.
Olvorcecl~
14. MMJt ..i.ed
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COMPLETION OF CAUSE ~
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'UElMCAL EXAIotIHEAlCORONER
On !he bMla of ...amlnetlon andfor Investigation, in my 0911\101\. deatll occurfad atlha Urna. da'...nd placa. and dualO Ih. c.use(.,and
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REG 'S SIGN
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'PRONOllNCtNG AND CEJlTIFY\NO I'HYSlCIAN (f'hvsoa;ln boIh pronounc:ong _ Mld cllf1llY'"V 10 causa d dea"'l
To" .....01..., 1InowtacIge.....occ..... at......... clala. _ p\ac.. _due to \llacauM(a'.nd manne,.. .................... .....
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LAST WILL AND TEST AMENT
OF
GEORGE F. FAWBER
I, GEORGE F. FA WBER, residing at New Cumberland, Cumberland
County, Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becoming due by
reason of my death, whether such taxes may be payable by my estate or by any recipient
of any property, shall be paid by my Executrix out of the property passing under
ITEM VI of this Will, as an expense and cost of administration of my estate. My
Executrix shall have no duty or obligation to obtain reimbursement for any such tax
so paid, even though on proceeds of insurance or other property not passing under this
Will. In the absolute discretion of my Executrix, such taxes may be paid immediately
or may be postponed on future or remainder interests until the time possession
thereof accrues to the beneficiaries.
Page 1
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ITEM n: I direct my Executrix to pay the expenses of my last illness and
funeral expenses from the property passing under this Item VI of this Will as an expense
and cost of administration of my estate.
ITEM III: I give and bequeath all of my masonic jewelry to Craig Fawber.
ITEM IV: I give and bequeath the sum of five hundred dollars ($500.00)
to the Community United Methodist Church, 16th and Bridge Streets, New Cumberland,
Pennsylvania.
ITEM V: If I predecease my wife, Dorothea C. Fawber, I give and
bequeath to her absolutely all of my remaining household furniture and furnishings,
books, pictures, wearing apparel and all other articles of household or personal use or
adornment (not including cash or securities) together with any existing insurance thereon.
If I do not predecease my wife, I make said bequest to my children Craig, Kathleen and
George, in equal shares.
ITEM VI: I devise and bequeath the residue of my estate of every nature
and wherever situate, including any policies of insurance, including all lapsed legacies
and devises, as well as any property over which I may have any power or
Page 2
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appointment, to my wife, Dorothea C. Fawber, providing she shall survive me by
thirty days.
Should my wife, Dorothea C. Fawber predecease me or die on or before
the thirtieth (30th) day following my death, I devise and bequeath the residue of my
estate of every nature and wherever situate, to my then living children, Craig, Kathleen
and George in equal shares. Should any of my children predecease me or die on or
before the thirtieth (30th) day following my death, I devise and bequeath said child's
share to that child's then living children, in equal shares.
ITEM VII: No interest of any beneficiary under this Will or any Codicil
hereto shall be subject to anticipation or voluntary or involuntary alienation, and the
personal receipt of such beneficiary shall be the sufficient and only discharge of
Executrix unless otherwise provided herein.
ITEM VIII: My Executrix shall have the following powers in addition
to those vested in it by law applicable to all property, whether principal and income,
exercisable without Court approval and effective until actual distribution of all
property:
Page 3
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(a) To retain any investments I may have at my death,
including specifically those consisting of stock of any bank
even if I have named such bank as my Executrix herein,
as long as my Executrix may deem it advisable to my estate
so to do.
(b) To vary investments, when deemed desirable by my
Executrix, and to invest in such bonds, stocks, notes, real
estate mortgages or other securities or in such other
property, real or personal, as the Executrix shall deem wise,
without being restricted to so-called "legal investments,"
and without being limited by any statute or rule of law
regarding investments by fiduciaries.
(c) In order to effect a division of the principal of my
estate or for any other purpose, including any final
distribution, the Executrix is authorized to make said
divisions or distributions of the personalty and realty partly
or wholly in kind. In the event a division or distribution
is made in kind, such division or distribution shall made
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Page 5
at the fair market value of the property at the date of division
or distribution. Should it appear desirable to partition
any real estate, the Executrix is authorized to make, join
in and consummate partitions of lands, voluntarily or
involuntarily, including giving of mutual deeds, recognizances
or other obligations, with as wide powers as an individual
owner in fee simple.
(d) To sell either at public or private sale and upon
such terms and conditions as the Executrix may deem
advantageous to the estate, any or all real or personal estate
or interest therein owned by the estate severally or in
conjunction with other persons or acquired after my death by
my Executrix, and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and clear of all
trust and without obligation or liability of the purchaser or
purchasers to see to the application of the purpose money
or make inquiry into the validity of said sale or sales; also,
to make, execute, acknowledge and deliver any and all
~
"
Page 6
deeds, assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executrix in this paragraph or elsewhere
in my Will.
(e) To mortgage real estate, and to make leases of real
estate.
(f) To borrow money from any party, including the
Executrix, to pay indebtedness of mine or of my estate,
expenses of administration or inheritance, legacy, estate
any other taxes, and to assign and pledge assets of my
estate therefor.
(g) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate.
(h) To vote any shares of stock which form a part of
the estate, and to otherwise exercise all the powers incident
to the ownership of such stock.
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(i) In the discretion of my Executrix, to unite with other
owners of similar property in carrying out any plans for the
reorganization of any corporation or company whose
securities form a part of the estate.
G) To do all other acts in the Executrix's judgment
deemed necessary or desirable for the proper and
advantageous management, investment and distribution of the
estate.
ITEM IX: Any person who shall have died at the same time as I shall
have, or in a common disaster with me, or under such circumstances that it is
difficult or impossible to determine who died first, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
ITEM X: I nominate, constitute and appoint Kathleen Templin as
my Executrix. My Executrix is specifically relieved of the duty or obligation of filing
any bonds or other security.
Page 7
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IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding seven (7) pages at the end of
each page of which I have also set my initials for greater security and better
identification, this I 1 1ft day of November, 1996.
~~.dd.H~AJ
/' ORGE F. FAWBER
(SEAL)
Page 8
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We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testator as and for his Last Will and
Testament, in the presence of us, who, at his request and in his presence and in the
presence of each other, have hereunto set our hands and seals the day and year first
above written, and we certify that at the time of the execution thereof, the said
Testator was of sound and disposing mind and memory.
,
,4. L...,q' .dff -- (SEAL)
,
Residing at #~~/dJ~~~
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Residing at ~cA.QMA. ~
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I, GEORGE F. FAWBER, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will; that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowledged before me, by GEORGE F.
FA WBER, the Testator, thi~111iday of November, 1996.
~~~Lu(~
No~ liliLuY
(Official cap city of officer)
(SEAL)
Notarial Seal
Susan J. Witmer, Notary Public
Harrisburg, Dauphin County
My Commission E~ires Feb. 16, 1998
l',::;mber, PennsY~Jania Association of Notaries
, · . J
AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
,
We, ~. .e..,/Io:P 7J.A/....~
~, --
) ewtJpJ I ,., , the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say that we were
present and saw Testator sign and execute the instrument as his last Will; that he
signed willingly and that he executed it as his free and voluntary act for the purposes
herein expressed; that each of us in the hearing and sight of the Testator signed the Will
as witnesses; and that to the best of our knowledge the Testator was at that time 18 or
and K a....f h I (.lli. r:
more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by t:. AfAl/4"~
~.el--r~~and -Ka..fh I ftll\ F. Tlinf II n~ witnesses, thi!lJlltday of November,
1996.
./~~-ra/r
Witness
~~!3.~
Witness
(SEAL)
3L L1\t'iJY\ }: I VI ~
tJ~~
(Official c acity of officer)
Notarial Seal
Susa~ J. Witmer, N. otary Public
Harnsbur9t Da,uphin County
My CommissiOne_ea Feb. 16, 1998
M0n;ber, Per.!1S',"'I$1ia~ of Notaries
~
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No.
q eor:3 t
ID ugJCl
02cot- \O;;W
F.
FQV\llo~r
Name of Decedent:
Date of Death:
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of thet.J!rS' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on J I f 0 , :
Name Address
l'hu. rch of 6DdHom '\j
Do ro +It\ eG\, . C, F Q w~e \I ~D, N. i1l'A.\I\OV~"'" St. C'o..v- hs Ie f-A
) '"o,~
C fQ\'<j ~ . tt=-~w bf r- p. 0 , ~O1-- ~3 <& G fc\V\+hQ Wl1 P-A I. t) J..-l
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Co ('f\ fY) u f\ \+ lj
lA n \ -t cd M e-\.hod IS-+
\\ \ ,~\() ,
C hur~h
ct<Ct~ ?-1'~
Date:
Signature
Name 1<O\-\-h \ e..e ': F tf. Vh () I \ ~
Address '101 SUY\ hew ~'() C \ r.
M L\\f)(AV\ \ t~bLAY9 I Pl\ 11 D SS
Telephone (} 11) 1 (p ~ ... 1', :J-lf-
Capacity: ~ Personal Representative
_Counsel for personal representative
/7-jtj_g
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
~:~~~~1:;r30i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-2002
FAWBER
10-19-2001
21 01-1020
CUMBERLAND
101
*' )-~
REV-1547 EX AFP [12-00)
GEORGE
F
Allount Rellitted
A",~;'::'~;'~,*lJi'!,-"i':'~ ' .j-:, ~ '~~
'-'~rl~;~~_;,~~t
- ''"" ~f ~~lry-K
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE'Y=is4j-Ex-AFP--fli:oiir-NoTicE--oF-'rtiHEiiiTANci-i'-Ax-'A-PPRAisEMEN:r;-AiioWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAWBER GEORGE F FILE NO. 21 01-1020 ACN 101 DATE 01-21-2002
) CHANGED
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(I)
(2)
(3)
(4)
(5)
(6)
0)
.00
.00
.00
.00
25,451.96
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(II)
(12)
(13)
(14)
NOTE:
25~451.96 X 00 =
. 00 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paYIIBnt.
25~451.96
00
25~451.96
.00
25~451.96
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(
STATUS REPORT UNDER RULE 6.12
Name of Decedent: G, eor~ e
Date of Death: JO II C\ \ 0 ,
Will No. d.l-Ol- IO~o
F. i=oJNber
Adm; R. tlo.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State wh~her administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No ____a
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:~
,cuUtw- ~ 1'~
5i nat.ure
KC\.+h I f"t: VI F. ~mp II n
Name (Please type or print)
707 SUYI ho.,\fen (111.1 0e-('hCtn IC-sbu m
Address fA /7()S~ )
{7/7 } 7(P0-77~Li
Te 1. No.
Capacity: ~ Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
(
STATUS REPORT UNDER RULE 6.12
Name of Decedent: (}eorg€
Date of Death: l D , \ q \ 0 \
Will No. 2-1 - 0 , - 0 toW
F fuwber'
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 .
State~wpether administration of the estate is complete:
Yes V<: No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the per~QPal r~nresentative file a final
account with the Court? Yes ~~ No ~ .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative s~ate an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
.;:j
I
c..J
~-, c:::J
c)
+(~ ?, /foAM sJ~_A "
Signature ~Yrvr --y~
~ 'e,t1!\ F: --rem gll v)
Name (Please type or p~int)
1 07 Su n ~lMUI\ C'r. fU C "'/1 fA 110 E 6
Address ~)
D 11) 110b - '--(7 ~f
Tel. No.
Capacity: X
Personal Representative
DateG .1~} y ~)
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Counsel for personal
representative
(MAH:rmf/AM3)
.~ REV-150G~~ (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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B 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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FILE NUMBER
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COUNTY CODE
NUMBER
YEAR
SOCIAL SECURITY NUMBER
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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FIRM NAME (If Applicable)
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COMPL~TE MAILING ADDRESS f)_
70 1 Sq Y) ha~('c t'l l i r t I -e.
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TELEPHONE NUMBER
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
(6)
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7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
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(19)
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8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
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x.O _ (15)
16. Amount of Line 14 taxable at lineal rate
x.O _ (16)
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
I" REV-1508 E~ + (1-97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
(he~/<-I{)'J QCCOu.nL
VALUE AT DATE
OF DEATH
()5, '--I 5/q b
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. J)o(otht'~ L. FO.lI\J be, SpOLt S e.
AMOUNT OR SHARE
OF ESTATE
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)