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Home My WebLink About07-20-84 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINAnON P.O. BOX 8327 HARRISBURG, PA 17105 It' - /9'1 ~ ~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS) FILE NUMBER 21-78-590 REV.1500 EX+ (8.83) I ~ac '" UA.III~ 1II0...U :z;acc(O UA. -' A. CD c( ... "'Z 11I11I acQ acZ 00 UA. ... Z III Q III U III Q DECEDENT'S NAME JLAST, FIRST, AND MIDDLE INITIAL! Burnhisel, Clara E., a/k/a m Clara E. SOCIAL ECURITY NUMBER DECEDENT'S ADDRESS 11 East Louther Street Carlisle, PA 17013 Co. Cumberland DATE OF DEATH 199-38-9841 XX1. 04. October 4, 1978 o 2. Supplemental Return o 4a. Future Interest Compromise o 3. Remainder Return 05. Federal Estate Tax Return Required Q... 8. Total Number of safe deposit boxes Original Return Life Estate XX6. Decedent died testate 0 7. Decedent maintained a living trust (Attach cop of Will) (Attach cop of trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME ADDRESS Wa ne F. Shade Es uire TELEPHONE NUMBER Five South Hanover Street Carlisle, PA 17013 (717) 243-5838 CITY STATE ZIP 7.000.00 None None Z o j: ~ ::;) ... i: c( U III ac 1. Real Estate (Schedule A) ( 1) 2. Stocks and Bonds (Schedule B) ( 2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) ( 4) 5. Cashi Bank Deposits & Miscellaneous Personal Property( 5) (Scnedule E) 6. Jointly Owned Property (Schedule F) 7. TransFers (Schedule G) (Schedule L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) 11. 408 . 06 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 11 . Total Deductions (total lines 9 & 1 0) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value subject to tax (line 12 minus line 13) 15. Amount of line 14 taxable at 6% rate (include values from Schedule K or Schedule M) 16. Amount of line 14 taxable at 15% rate (include values From Schedule K or Schedule M) 17. Principal tax due (add tax from line 15 plus tax from line 16) (17) None 350.97 ( 6) (7) None None ( 8) 7.350.97 None (11) (12) (13) (14) x.06 = 11. 408.06 None None None (15) (16) x .15 = Z o j: ~ ::;) A. ~ o U ~ ... 18. Total Prior payments: Amount Paid Discount Interest (18) (19) + 19. IF line 18 is greater tha n line 17, enter the difference on line 19. This is the OVERPAYMENT. A. OCheck here if you are requesting a refund of your overpayment. 20. IF line 17 is greater than line 18, enter the difference on line 20. This is the BALANCE DUE. A. Enter the interest on the balance due on line 20A. (20) (20A) (20B) B. Enter the total of line 20 and 20A on line 20B. Mak. Check Payabl. to: R..lster of Will., A..nt ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.... Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corred and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is base n all information of whi h preparer has any knowledge. r#-;-. .....4-/1 5' ~ dVtUZ '/....q. 7 /.QO/&' y: OF E SON RESPONSIBLE FOR FILING RETURN ADDRESS / DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE YES NO 1. Did decedent make a transfer and: ----- a. retain the use or income of the property transferred, b. retain the right to designate who shall use the property transferred or its income, c. retain a reversionary interest or d. receive the promise for life of either payments, benefits or care? --- ---- ,....- ----- 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an 'in trust for' bank account at his or her death? -- --------------------------------------------------------------------------------------------------------------------------- -----~----- IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. REV-1502 EX+ (7-83) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "A" REAL ESTATE ESTATE OF FILE NUMBER Clara E. Burnhisel, a/k/a Clara E. Comp 21-78-590 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule "F") All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Undivided one-half interest in a tract of unimproved mountain land located in Saville Township, Perry County, Pennsylvania, containing 35.64 Acres and being described by adjoiners only in Perry County Deed Book 174, Page 279. Assessed value - $595.00 7,000.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed insert additional sheets of same size.) s 7,000.00 REV-150S EX+ (7-S3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF Clara E. Burnhisell a/k/a Clara E. Camp (All property Jointly-owned with the Right of Survivorship must be disclosed on Schedule UFU) FILE NUMBER 21-78-590 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 59.17 291. 80 1. 2. Cash Proceeds of sale of personalty TOTAL (Also enter on line 5, Recapitulation) $ 350.97 !if more spece is needed insert additional sheets of same size) REV-15H EX+ (1-83) COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE"H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER 21-78-590 ESTATE OF Clara E. Burnhise1. a/k/a Clara E. Comp ITEM NUMBER A. 1. 2. B. C. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. DESCRIPTION AMOUNT Funeral Ex~ses: Ewing Brothers Funeral Home, funeral services Rice Memorial Works, gravestone 3,349.18 310.00 Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commlssiona ..id 2. Attorney Fees Wayne F. Shade, Esquire 4,000.00 3. Family Exemption Claimant. Michael L. Burnhiseillelationship Son Address of Claimant at decedent's death 11 East Louther Street. c'ar1is1e, Pennsylvania 17013 2,000.00 4. Probate Fees 36.00 Miscellaneous Expenses: Carlisle Community Ambulance Club, ambulance service UGr Corp., gas service Pennsylvania Power & Light Co., electrical service Cumberland Law Journal, advertising letters Carlisle Hospital, medical services The Evening Sentinel, advertising letters Prothonotary, local rules Thomas L. Palm, survey fees Clerk of Orphans' Court, file petition George L. Ebener & Assoc., realtor commission Recorder of Deeds, transfer tax Recorder of Deeds, recording fees Register of Wills, reserve for filing account, etc. 35.00 4.88 9.35 18.00 21. 00 16.65 20.00 315.00 22.00 980.00 196.00 27.50 75.00 TOTAL (Also enter on line 9, Recapitulation) $ 11,435.56 (If more space is needed insert additional sheats of same size) REV-1513 EX+ (7-83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Clara E. Burnhisel, a/k/a Clara E. Comp SCHEDULE II J" BENEFICIARIES FILE NUMBER 21-78-590 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. Elsie I. Miller P. O. Box 160 Millerstown, FA 17062 Daughter One-fifth Frank E. Comp R. D. iHO Carlisle, PA 17013 Son One-fifth Janet L. Benner Daughter 343 South 16th Street Harrisburg, PA 17104 Wanda M. Wolfe Daughter Perry Manor Apts., F-1 Newport, PA 17074 One-fifth One-fifth Michael L. Burnhise1, now Michael J. Morr s Son c/o Mr. and Mrs. David K. Morris 823 Erford Road Camp Hill, PA 17011 One-fifth ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enmr on line 13, Recapitulation) "' $ 1\1,....,.., a (If more space is needed insert additional sheets of same size) LAST WILL AND TESTAME~IT I, CLARA E. BUm~HISEL, Also Known As CLARA E. COMP, of the Borough of Carlisle, County of Cumberland, Commonwealth of Pennsyl vania, being of sound and disposing mind, memory and understanding - do make, publish and declare this as and for my Last Will and ;t. Testament, hereby revoking and.making void all former wills and 1 I codicils by me at any time heretofore made. I FI~ST. I order and direct that all my just debts and funeral I . expenses be paid by my Executor, hereinafter named,' as soon as conveniently may be done after my decease. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, 1 give, devise and bequeath unto my children absolutely and in fee 'simpel, in equal shares, share and share alike, my said children : being ELSIE I. MILLER, born November 14, 1947; JANET L. STRUNK, l>orn July 7, 1949.; FRANK. E. COMP, born February 27, 1952; WA~DA M. I WOLFE, born April 23, 1959; and MICHA~L L. BURNHISF.L, born ~1,August 16, 1973. ?if ~IRD. If any of my said childr~n should fail to survive me, ~,'then and in that event, I give, devise and bequeath the share of ~I said child or children unto his or her issue per stirpes. For the purpose of this my Last Will and Testament the term "issue" ~shall be interpreted to include children and the issue of children ~i legitimately born to or lev.ally adopted by any of my issue, I ~:whether born or adopted before or after my death. 1 ~QURTH. If any of my said children should fail to survive lime and leave no issue, then his or her share shall lapse. Ii I I NATIONAL ~~K, to serve without bond as the Guardian of any I II property which shall pass, either under this my Last Will and 1\ i'Testament or otherwise to a minor or to a person who is then, in ii Wu". .'. SHA'" : the opinion of my personal representative unless determined to the F:':FTH. I nominate, constitute and appoint THE COMMONWEALTH Attwup et r...w . _dI H_...., Irr.., I -- --" "". il \ ... I ,..' ,. ;. I . \ . ,. L 1.; ! r .ofj " I , j. . ~' j' ., j' ; 1, l' ! j .1 j I t ,. "i 1 t j ~ .1: '"A .~ ~ -.,J .-;:?\?\~ .... .t . ....,. contrary by a court of law, subject to any other le~al disability ',-' , whatsoever and with respect to which I air. authorized to appoint r a Guardian and have not otherwise specifically done so, such , \ ' ( property to be held in se~arate trust by said Guardian until such 1: ,'. beneficiary reaches the age of eir,~teen (18) years or during such ~ r other leEal disability; provided that, in the event that the ~-f'\I, amount of this trust does not warrant the cOc.ts of its continuatio ~,or ~ts administration would be otherwise impractical, this appoint-l oLent ~f Guardian ehall not eupenede the right of any fiduciary I ~ lin its discretion to distribute such share to the said minor or I 'person subJect to other legal disability or to another for the I ~Ii:en~fit 'Of' the said minor or person gub~ect to other legal dis- . ( ~ - ':' I~ability. The said Guardian is' hereby vest(.d with the power to ! I'll' l ~sell, assign, transfer, pledge, mortgage, lease, manage, control, !.' r:ret~in, invest and reinvest the corpus of said guardianship in II . Isuch securities and other prooerty as shall be deemed prudent, Ilwithout being restricted to investments known as legal investments rl for fiduciaries under the laws of the Cotnll!onwealth of PennSYlVania.l \~The Guardian shall have the power to manioulate the proceeds of I , i; the guardianship in any manner th.::t w'.ll euarantee maximum ' __\. " d, ~ !i conservation of the gua,rdianship funds and the greatest production i r' " ~!Iof income for the beneficiaries. I hereby authorize the said .-- I I ' ~~Guardian to expend any monies from principal or interest for the ( 'Hbeneficiaries that in the sole discretion of the Guardian is ~jdeemed necessary for their c~re, hea:th, education, maintenance, , 1 t"\ ) l.t ,i culture, travel and ger:cral welfare; the word "education" shall ~ l[ ~ I r':'~ :1 be constured to mean a pre-colle!1;e course, high school educati.on, I ~' . I college education and post-graduate education. It is my intention 1 that the foregoing powers may be exercised by the said Guardian I without prior Court approval and without further responsibility i 1III to the beneficiaries, their parents or to any other person or : persons taking care of the minor beneficiaries. The balance of WAn.. F. SH.AD. Ii 4rt....,. .t l..w !: '....dl Bu."_ IU'", I'! -... __1_10 1701S I . i !i ... .. - ,. ~, I" l' . ", ~~;.~ -, . '.,.i, .~ ~ ,t/~ ~.j'.., ..,,} """'.' . . ') j': Iii such income and principal shall f,e Di1i.d to such beneficiary when I[ he reaches the age of eighteen (13) years or when his other legal II disability shall cease or to such beneficiary's estate in the I II event of his death prior thereto. Ii SIXTH. I nominatE', constitute and anpoint my daughter, I'ELSIE I. MILLER, as the Guardian of the nersons of such of my II :1 children, natural or adopted, who, bein~ minors or subject to any :1 !i legal disability at the time of my decease, shall survive me. II i! i ~ . { j LASTLY. -- I nOlainate, constitute and appoint WAYNE F. Sl~DE, I .J I I \ I : Esquire, to serve without bond as the Executor of this my Last 0. r, Cf~. C0. '2 ~'\V)J' Clara E. BurnhiseI (' r> ~ V\ /' :/ flGll '( - ~^i+- ?:ii:-u-r-:culIlj> (SF.AL) The preceding instrument, consist-ng of this and two (2) WAY". F. SHAD" :' other typewritten pages, each identified by the siganture of the !:Testatrix, was on t~e date thereof sir-ned, sealed, published and i declared by CLARA E. BU~~HISEL, Also Known as CLARA E. COMP, the j';Testatrix therein named, as for her Last Will and Testament, in I . ! II the presence of us, who, at her request, in her uresence, and in I II the presence of each other, h2ve subscribed our names as witnesses! !I hereto. II ~4j17A~ ~C1~_ Ii J' . )j/li~-L 9. (!Ako/.~A~ -",- Att...,. at lA_ t IoIt.dI Hu.o.., ab'-.t ' c:uu.... .-_1_1. nolS II . II 11 :1 --.----.... 'j .1 ;1 "" .i 'rl ..';,~~J ,- , , ~~~,:') cii:D Uld UJn: 0:: ("'.. 0- C N L__~ =- "..f'.r' (J=l l C"":"l ,.c-' ~:,r-:~ W(-'., .-J' (.) =: .;::t 50