HomeMy WebLinkAbout80-00556
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
RUTH _11.. YULLCHER
being duly __filVorn..............-... according to law, deposes and says thot she._....is_._____' .__
~E~yi,~~':I.~,j_~~~!_~.en!l.~t_ .. .... ._. of the Estate of -He1eILA.J1aasie
late of Borough of Camp Hill . __, Cumberland County, Pa" de.c;eased. an.d that the
~urv~v~ng
within is an inventory made by... ..her .______._.._ _______, the said_Joint,.terianl:-
of the entire estate of said decedent, consisting of all the personal proporty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item 01 the Inventory represent it's fair value
as of the date of decedent's death,
Sworn to
and subscribed beforo me,
.~.!.r< 711. ::J .u.>>d....u.v'
l<IlUfHiI'i~H~
Surviving Joint Tenant
3412 Bedford Drive
~" Wh 19 80
~01["Ifir.-./
otary ub1ic
GreQery I! KO'\'Iin, llnlory pubrtC
My Comm:J~icn b,Ut1 hl~.=: 17, 1981
Harrisbul~. PA D.1u~1in Countl
I
.__Camp_.Hill., Pa ] 7011
Addr.n
Date of Death __10th __.______.~p.ril
Day Month
1980
Yeer
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets,
3, Additional sheets may be attached as to personalty or realty
4, See Article IV, Fiduciaries Act of 1949.
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REV.451 (1".80) .
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
*'
SCHEDULE "6"
PERSONAL PROPERTY
(lnstructiolls 011 Reverse Side)
Estate of
HELEN A. MASSIE
ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO, VALUE VALUE (OFFICIAL USE ONL Y)
1976 Grand Torino $1,350.00
TOTAL THIS PAGE $1,350,00 OS-O,Of)
~
REV-45Z Ii-sOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
ESTATE OF_
SCHEDULE "C"
TRANSFERS
.~~
~
HELEN A. MASSIE
INSTRUCTIONS:
1. Answer the Questions on reverse side.
2, If the answer to any of the Questions on the reverse side is "Yes," provide a descliption of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property,
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONL YJ
NONE
TOTAL THIS PAGE
-0-
,if'{ift
-0-
QU ESTIONS CONCERNING PROPERTY TRANSFERS
. .
1. Did decedent, within two years of death, make any transler 01 any material part of 11is estate without receiving
valuable and adequate consideratinn? (Answer "Yes" 01 "No",) No
2. Did decedent, within two years of death, tmnsfer property Irom hil1lseif/ herself to himselr!herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -1ID
3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer,
b, Copy of death certificate,
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer,
d. All other information supporting nontaxability of transfer,
4, Did decedent, in his/her Iife/ime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) Nn
a. Was there any possibility that the property transferred might retur~to transferor or his/her estate or be subject
to hiS/her power of disposition? (Answer "Yes" or "No".) 0
b, What was the transferee's age at time 01 decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a, The possession or enjoyment of or Ule right to income from the property transferred? (Answer "Yes" or "No" ,) No
b. The right to designate the persons who shall possess or enjoy the property transleried or income therefrom?
(Answer "Yes" or "No",) ~o
6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others.
7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) No
8, Did decedent, at any time, transfer property, the baleficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No",) No
9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".) No
REV.453 (l-BO)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "D"
BENEFICIARIES
*'
(Instructions on Reverse Side!
Estate of
HELEN A, MASSIE
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
F 1 her
3412 Bedford Drive
Camp Hill Pa. 17011
Sister
Yes
of a e
exce t for a
of decedent I s
interest in the rea
Ruth L Bom
3412 Bedf~rg Drive
Carn Hill Pa. 1 011
N ne
Y
rited part of
decedent's interest
r
The above beneficiaries are living at this time except for the following:
. oint tenant
U,S. Sa: s Bond in
the face alIDmt of
1 000.00 issued in
Jul of 1968 as
indicated 00 P e 6 of
Schedule E.
NAME
DATE OF DEATH
. REV-454 (1.891
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
~...J?\X~
-~\
(/nstrllcr;ons 0" Rcverst~ Sic/e)
Estate of
HELEN A. MASSIE
. .. -
p
TOTAL E VALUE OF DEPARTME
ITEM R
NO. DESCRIPTION MARKET c DECEDENT'S VALUATIO
VALUE E INTEREST {Official U,n 0
N
T
U.S. Series E. Savings Bonds in " ti
the joint names of Mrs, Helen A, lt1tP' '\.c"
Massie or Miss Ruth M, Fullcher 1',...0 i f C/)'J
1'.:;"
"'rl."
Face Value Date of Issue \.(: ,{.
,/
$25.00 September 1966 $38.06 $19,03
$25.00 July 1966 $38.06 $19.03
$25.00 July 1966 $38.06 $19.03
$25.00 May 1966 $37.67 $18.84
$25.00 April 1966 $38.89 $19.45
$25.00 March 1966 $38.89 $19,45
$25. 00 February 1966 $38.89 $19,45
$25.00 January 1966 $38.89 $19.45
$25,00 December 1965 $38.89 $19.45
$25. 00 October 1965 $38.77 $19.39
$25.00 September 1965 $38.77 $19.39
$25.00 August 1965 $38.58 $19.29
$25.00 July 1965 $39.83 $19.92
$25,00 June 1965 $39.83 $19.92
$25.00 May 1965 $39.61 $19.81
$25.00 March 1965 $39.61 $19,81
$25.00 February 1965 $39.42 $19.71
$25.00 January 1965 $40,70 $20.35
$25.00 December 1964 $40,70 $20,35
$25,00 November 1964 $40.44 $20.22
$25.00 October 1964 $40.44 $20,22 I
. $25.00 August 1964 $40 . 25 $20.13 I
$25.00 August 1964 $40.25 $20.13
$25.00 June 1964 $41.56 $20,78
$25.00 May 1964 $41. 29 $20.65
$25.00 April 1964 $41. 29 $20.65
$25.00 March 1964 $41.29 $20.65
$25.00 February 1964 $41.09 $20.55
$25.00 January 1964 $42.43 $21. 22
$25,00 November 1963 $42.17 $21. 09
~25.00 October 1963 $42.17 $21.09 I
25.00 September 1963 $42.17 $21.09
$25.00 August 1963 $41.96 $20.98
$25.00 July 1963 $43.32 $21. 66
$25.00 June 1963 $43.32 $21,66
$25.00 April 1963 $43.00 $21. 50 I
TOTAL THIS PAGE $725.39 L
NT
N
nlv)
REV-454 (J.S9)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 2
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(Instructions on Rel'orse Side)
..,
~ -
.,' I
Estate of HELEN A. MASS IF.
I'
TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET c DECEDENT'S VALUATION
NO. VALUE '1.J INTEREST (Officia' US" Gilly)
T
.-.-
,i' ~
Face Value Date of Issue r, t~t
...ALL
.'
~25.00 March 1963 $43~. 00 $21. 50
25.00 February 1963 $42.80 $21. 40
$25,00 January 1963 $44,19 $22,10
$25.00 December 1962 $44,19 $22.10
$25.00 November 1962 $44,01 $22.00
$25.00 September 1962 $44.01 $22,00
$25,00 September 1962 $44,01 $22.00
$25.00 July 1962 $45,12 $22.56
$25.00 June 1962 $45.12 $22,56
$25.00 May 1962 $45.01 $22,51
$25.00 April 1962 $45.01 $22.51
$25.00 March 1962 $45,01 $22.51
$25.00 February 1962 $44.69 $22,35
$25.00 December 1961 $46.14 $23,07
$25.00 November 1961 $46,01 $23,01
$25.00 October 1961 $46.01 $23,01
$25.00 September 1961 $46.01 $23.01
$25.00 August 1961 $45.50 $22,75
$25.00 July 1961 $46.98 $23.49
$25.00 May 1961 $46.84 $23,41
$25.00 April 1961 $46.84 $23.41
$25.00 March 1961 $46.84 $23,41
$25.00 February 1961 $46.31 ~23,16
$25.00 January 1961 $47.82 23.91
$25,00 December 1960 $47.82 $23,91
$25.00 October 1960 $47.72 $23,86
$25.00 October 1960 $47.72 $23,86
$25,00 August 1960 $47.18 $23.59
$25.00 July 1960 $48.71 $24,36
$25.00 June 1960 $48.71 $24,36
$25.00 Hay 1960 $48,63 $24,32
$25,00 April 1960 $48.63 $24,32
$25,00 March 1960 $48.63 $24.32
$25,00 January 1960 $49.64 ~24,82
$25.00 December 1959 $49.64 24.82
$25.00 November 1959 $49.53 $24.77
$25,00 October 1959 $49.53 $24.77
$25.00 September 1959 $49.53 $24.77
$25.00 August 1959 $48.98 $24,49
$25.00 June 1959 $50.57 $25,29
$25.00 May 1959 $50.72 $25.36
TOTAL THIS PAGE $959,73
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..
, ,
REV-4S4 (.l.lI~)}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 3
SCHEDULE "E"
JOINTLY OWNED PROPERTY
~~,...~~' '
';,rI.1 :\
.~~,
T
vi
(Instructions on Reverse Sic/e)
Estate of
HELEN A. MASSIE
ITEM TOTAL PF VALUE OF DEPARTMEN
R
NO, DESCRIPTION MARKET cE DECEDENT'S VALUATIOi'1
VALUE N INTEREST {Officiol Us.~ 0'11
. T
.
Face Value '1(.,
Date of Issue " (.
~25.00 April 1959 ~50. 72 to- $25,36
25.00 March 1959 50,72 $25,36
$25.00 February 1959 $50,72 $25,36
$25.00 January 1959 $50,72 $25.36
$25,00 November 1958 $51. 53 $25.77
$25.00 November 1958 $51. 53 $25.77
$25.00 September 1958 $51. 53 $25.77
$25.00 August 1958 $51. 53 $25.77
$25.00 July 1958 ~51.53 $25.77
$25.00 June 1958 50.94 $25.47
$25.00 May 1958 $52.37 $26.19
$25.00 April 1958 $52.37 $26,19
$25.00 February 1958 $52.37 $26,19
$25,00 January 1958 $52,37 $26,19
$25.00 December 1957 $51. 76 $25.88
$25,00 November 1957 $53.22 $21.61
~25.00 October 1957 $53.22 $21.61
500,00 January 1968 $715.60 $357.80
$200.00 March 1968 $286.24 $143.12
$200, 00 January 1968 $286,24 $143,12
$200.00 April 1967 $298.08 $149.04
$100.00 July 1968 $140.24 $70.12
$100.00 January 1968 $143.12 $71. 56
$100.00 August 1970 a128.3~ l,ti',GO $64,16
$100.00 August 1970 128.3 ;;.r, "" $64,16
$75.00 March 1968 $107.34 $53.67
$75.00 April 1967 $111,78 $55.89
$50,00 February 1967 $74.52 $37.26
$50.00 July 1967 $73.00 $36.50
$50.00 November 1967 $70,70 $35,35
$25.00 September 1957 $53,22 $26.61
$25.00 July 1957 $53.22 $26.61
$25.00 June 1957 $52.61 $26.31
$25.00 May 1957 $54.08 $27.04
$25.00 April 1957 $54.08 $27.04
$25.00 March 1957 $54,08 $27.04
$25.00 February 1957 $54.08 $27.04
~25.00 December 1956 $53.35 $26,68
25,00 December 1956 $53,35 $26.68
$25.00 October 1956 $53,05 $26.53
$25.00 September 1956 $52.44 $26.22 I
.
TOTAL THIS PAGE 2,005.17
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REV-454 (.1.891
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 4
SCHEDULE "E"
JOINTLY OWNED PROPERTY
.,?-{..~
. ::t'
, ~'~l\
(Instructions on Reverse Side)
Estate of
HELEN A. MASSIE
VALUE OFI ..
p
TOTAL E DEPARTMENT
R
ITEM DESCRIPTION MARKET 1; DECEDENT'S VALUATION
NO, VALUE N INTEREST IOffici.,! Usn Only)
T
.
Face Value Date of Issue --jJJiY,
$25,00 August 1956 $54.14 $27.07
"
.
$25.00 July 1956 $54.14 $27.07
$25.00 June 1956 $54.14 $27,07
$25.00 May 1956 $54.02 $27.01
$25.00 March 1956 $52.55 $26.28
$25.00 February 1956 $54.26 $27.13
$25.00 January 1956 $54.26 $27.13
$25.00 December 1955 $54,26 $27.13
$25.00 November 1955 $54.12 $27.06
$25.00 October 1955 $54.12 $27.06
$25.00 August 1955 $55.14 $27.57
$25.00 July 1955 $55.14 $27.57
$25.00 June 1955 $55,14 $27.57
$25.00 May 1955 $54.99 $27.50
$25.00 April 1955 $54.99 $27,50
$25.00 March 1955 $54.29 $27.15
$25.00 January 1955 $56,05 $28.03
$25.00 January 1955 $56.05 $28.03
$25.00 November 1954 $55.93 $27.97
$25.00 October 1954 $55,93 $27.97
$25.00 September 1954 $55,19 $27.60
$25.00 August 1954 $56.98 $28.49
$25.00 July 1954 $56.98 $28.49
$25,00 June 1954 $56.98 $28.49
$25.00 April 1954 $56.84 $28.42
$25.00 March 1954 $56.12 $28.06
$25.00 February 1954 $57.94 $28.97
$25.00 January 1954 $57.94 $28.97
$25.00 December 1953 $57.94 $28.97
$25.00 November 1953 $57.79 $28,90
$25.00 September 1953 $57.07 $28.54
$25.00 August 1953 $58.92 $29.46
$25.00 July 1953 $58.92 $29.46
$25.00 June 1953 $58,92 $29.46
$25.00 May 1953 $58.78 $29.39
$25.00 April 1953 $58.78 $29.39
$25.00 February 1953 $59.96 $29.98
$25,00 January 1953 $59,96 $29.98
$25.00 December 1952 $59,96 $29.98
$25.00 November 1952 $59.80 $29.90
$25.00 October 1952 $59,80 $29,90
-
TOTAL THIS PAGE 1,157.67
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REV.454 <<-1.891
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 5
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
.~..~.~
J'~ " ~"" '.
. 1).1 .\
. "I
' '~.
(Instructions on Reverse Sidll)
Estate of
HELEN A. MASSIE
P
ITEM TOTAL E VALUE OF DEPARTMENT
H
NO, DESCRIPTION MARKET c DECEDENT'S VALUATlOIJ
VALUE E INTEREST IOflie;,,' u,." On/vi
N
T
.-
Face Value Date of Issue ,) ,
$25.00 September 1952 $59.06 f"L.ll:. $29.53
$25.00 August 1952 $60.98 $30.49
$25.00 July 1952 $60.98 $30.49
$25,00 May 1952 $60,83 $30,42
$25.00 April 1952 $61.07 $30.54
$25.00 March 1952 $61. 07 $30.54
$25.00 February 1952 $61.07 $30.54
$25.00 January 1952 $61. 07 $30.54
$25,00 December 1951 $61.07 $30.54
$25.00 October 1951 $62.16 $31. 08
$25.00 September 1951 $62.16 $31.08
$25.00 August 1951 $62.16 $31.08
$25.00 July 1951 $62,16 $31.08
$25.00 June 1951 $62.16 $31.08
$25.00 May 1951 $61. 25 $30.63
$25.00 March 1951 $63.24 $31.62
$25.00 March 1951 $63,24 $31.62
$25.00 Janua.ry 1951 $63.24 $31. 62
$25.00 December 1950 $63,24 $31. 62
$25.00 November 1950 $62.31 $31.16
$25.00 October 1950 $64,34 $32.17
$25.00 September 1950 $64.34 $32.17
$25.00 August 1950 $64,34 r2.17
~25.00 June 1950 ~64,34 32.17
25.00 May 1950 63.47 31. 74
$25.00 April 1950 $65.53 $32.77
$25.00 March 1950 $65.53 $32.77
$25.00 February 1950 $65.53 ~32. 77
$25.00 January 1950 $65.53 32.77
t25.00 November 1949 $64,71 $32.36
25.00 October 1949 $66.81 $33.41
$25.00 September 1949 $66,81 $33.41
$25.00 August 1949 $66.81 $33,41
$25,00 July 1949 $66,81 $33.41
$25.00 June 1949 $66.81 $33.41
$25.00 April 1949 $66.19 $33.10
$25.00 April 1949 $66.19 $33.10
$25.00 February 1949 $66,19 $33.10
$25.00 January 1949 $66.19 $33.10
-
TOTAL THIS PAGE $1,240,61
-
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aq 01 aJe AlJadoJd alq!6uelU! pue a\q!6uel 4108 -d!4SJO^I^JIlS 10 146!J 41!M s,ueual,ulo! se sall.led JO AlJed
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,,3.. 31n03H::lS ~NI131dVIIO::ll:lO~ SNOll::lnl:llSNI
REV-454 (.l.SO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 6
SCHEDULE "E"
JOINTLY OWNED FROPERTY
*
,..
.r,~:,
(Instructions on Reverse Side)
Estate of
HELEN A. MASSIE
-
P
TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET C DECEDENT'S VALUATION
NO, VALUE E INTEREST (Offici,,1 U,,, ~"'y)
N
T
_.-
.-
Face Value Date of Issue .j~tLiiY~'
/,
,
$1,000,00 July 1978 $814.00 $814.00
$1,000,00 July 1976 $892.40 $446.20
$1,000.00 January 1976 $918.80 $459,20
$1,000.00 August 1975 $946.80 $473.40
$1,000.00 July 1975 $946.80 $473.40
$1,000.00 June 1975 $946,80 $473.40
$1,000.00 April 1975 $1,010.40 $505.20
$1,000.00 March 1975 $1,010.40 $505,20
$1,000.00 November 1974 $1,008.00 $504.00
$1,000.00 October 1974 $1,040.80 $520.40
$1,000,00 September 1974 $1,040.80 $520.40
$1,000.00 July 1974 $1,040,80 $520.40
$1,000.00 March 1971f $1,072.00 $536.00
$1,000.00 March 1974 ~l,072.00 $536.00
$1,000.00 July 1973 1,087.60 $543.80
$1,000.00 April 1973 $1,120.411 /11'1 (.0(- $560,20
$1,000.00 February 1973 ..: ll,120.40 '//1. ',0 $560.20
$1 , 000.00 February 1973 , ,120.4~ 1/11. GC $560.20
$1,000.00 October 1972 ( $1,151.60 /I'f'S'. j'( $575.80
$1,000.00 July 1972 $1,148.80 $524.40
$1,000.00 August 1970 H'283"J jJ..lO.~ ' $641.60
$1,000,00 February 1970 $1,315,60 nt:J..'/~ $657.80
$1,000.00 October 1969 ( $1,348,00 'J9't?O $674,00
$1,000.00 October 1969 t ~1,348.00 I Jt'f.SO $674.00
$1,000.00 July 1968 1,402.4 $ 70J.. 20
$1,000.00 November 1967 $1,414.00 $707.00
$1,000.00 July 1967 $1,460.00 $730,00
$1, 000.00 February 1967 $1,490,40 $745.20
U.S. Series E. Savings Bonds in
the joint names of Mrs, Helen A,
Massie or Miss Ruth L. Bomberger
Face Value Date of Issue
$1,000,00 July 1968 $1,402,40 $701. 20
TOTAL THIS PAGE 16,843.60
.-
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,
REV-454 u.ao)
. COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINUED - 7
SCHEDULE "E"
JOINTL V OWNED PROPERTY
*~.".'"
, ...r
.' '~
(Instructions on Reverst' Side)
Estate of
HELEN A. MASSIE
,- p
TOTAL E VALUE OF DEPARTMENT
ITEM R
NO. DESCRIPTION MARKET C DECEDENT'S VALUATION
VALUE E INTEREST ro !ficial Use Only J
N
T
Account #001-00-03087 in the
State Capital Savings Association
opened 10-18-62 in the names of
Helen A. Massie or Ruth M.
Ful1cher - principal and interest $10,126.08
to date of death $20,252,15
Account #1-906 in The Harris
Savings Association opened
4-17-62 in the names of Ruth M.
Ful1cher and Helen A. Massie -
principal and interest to date $10,151.81 $5,075.91
of death
Account number 1-10299 in First
Federal Savings & Loan Association
opened 11-4-59 in the names of
Helen A. Massie and Ruth M.
Fu11cher - principal and interest $14,341. 6f $7,170.84
to date of death
Savings Account #11-0013366-7 in
the Commonwealth National Bank
opened 7-9-70 in the names of
Helen A. Massie and Ruth M.
Fu11cher - principal and interest $2,192.99
to date of death $4,385,98
Checking Account #112-162069-2
in the Commonwealth National
Bank opened 12-12-69 in the
names of Ruth L. Bomberger and
Helen A. Massie - principal $1,632.59 $816.30
and interest to date of death
TOTAL THIS PAGE 25,382.12
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DANK NO.
REV.413 (8';'78)
I
, '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DATE FILED
NOTICE OF DECEDENT ACCOUNT STATUS
^ f",..fo -'I. 1_R}9
ST.\TUSOF ACCOUNT NO: (JOINT, TRUST, 0 I -ST ENT
Submit in truplicDte within 10 days olter knowledge 01
the death.
>
N ME~; ON CO
SOCIAL SECURITY NUMBER(SI
RETURN COMPL ETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
Ruth H. Fullchor
and Holen ,<. Iluosie
(Ruth) 172-01-9545
NAME
SURVIVING DEPOSITOR (Beneficiary) It-lFORMATIOH
RELATIONSHIP
TO DECEDENT.
DECEOENT INFORMATION
DATE OF DEATH
NAME
Fullchor
Helen \. tladsie
AODRESS
ADDRESS
~
COUNTY
3412 Bedford Drive
Camp lIi11, PA 17011
Ii'Y
ZIP CODE
DANKIINSTITUi'IOt~ ADonESS
,
BAl.ANCE OF ACCOUNT"AT 000
INTEREST ACCRUED AND COLLECTIBLE AT 000
TOTAL
$ 1;13,g21.30
$ ~11.911
$ <11~ Ql~ ~Il
THE HARRIS SAVINGS ASSOCIATION
2nd & PiNE STS. p, O. BOX 1711
HARRISBURG, PA 17I0~
BANK AUTHORIZA TION
I HEREBY CERTIFY THAT THE INFORMATION CONTAHlEO HEREIN IS A
CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD
WITH SEC'TION HZ Pill E TAX Ae.T OF 1961.
DATE
- I<? l\b
-:> / ,,/.
SIGNATURE OF FINANCIAL INVESTlGAiOR
(~ ) 1/ -, ''X'A) <, "7 " ) C'. /'
/1;( I ~.- _~l ~ __ /' <;~,' .-{ 'T-'~' '. I ,--. ~C'I.._l/-'\.<:N_..:!("l-
../"'-' -" " {"v 1/ I~.-__~ .' . .: ~..j- I l
'\
REV.473 (11-711)
BANK NO.
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
: ,,"
DATE FILED
NOTICE OF DECEDENT ACCOUNT STATUS
Submit in truplicote within 10 doys after knowledge of
the death,
ST A TUS df''A~ eOliN T1 110':\"'\5 OIN T, TRUST .:~
IN 1ST
,.
c'
"
RETURN COMPL ETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
,jT
tl Ncc.O
~
SOCIAL SECURITY NUMBER(SI
;iuth . .''.1...1.cho!'' and
H elan ". I ~HLli.iie
ilel"n) 205-09-4744
NAME
SURVIVING DEPOSITOR (Beneficiary) INFORMATION
RELATIONSHIP
TO DECEOENT.
DECEDENT INFORMATION
NAME
DATE OF DEATH
.
. o. ..
rtpr~J.
,
3'412 lledford Drive
Camp Hill, P.\ 17011
CTV
COUNTY
.,..
BM~K/INSTITurION ADDRESS
eAt.
CCOUNT AT 000
.
.
.
.~ 1 J,C0J.GG
1:;1.3'
1 'or 1 ~ 1 ~ 1
THE HARRIS SAVINGS ASSOCIATlOrl
2nd & PINE STS. P. 0, BOX 1711
HARRISBURG, PA 17105
INTEREST ACCRUED AND COLLECTIBLE AT 000
TOTAL
B4NK AUTHORIZA TIOH
I HEREey CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A
CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD
WITH SECTION 742 P II!. E TAX ACT OF 1961.
"_-:;:':-~l'.
SIGNATURE OF FINANCIAL. INVESTIGATOR
~. " . / '~./.' -. ..1.-. 1...5(l {...{ ~'iq,u Llo il,
l.i- 17,'~::.~ " II (,,,' r,
:;
./t >..it. .'-t}L-.
OATE
S/7/fo
"
.
REV-454 11.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CONTINIl.@ - 8
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
~~.
~~
(Instructions on Reverse Side)
Estate of
HELEN A. MASSIE
P
TOTAL E VALUE OF DEPARTMENT
,ITEM R
DESCRIPTION MARKET cE DECEDENT'S VALUATIOlJ
NO, VALUE N INTEREST (Offici.,1 u," Only)
T ._.-
All that certain dwellin~ house
situate in the Borough 0 Camp
Hill, Cumberland County, Pa.,
known as 3412 Bedford Drive,
Camp Hill, Pa. For Deed
Reference: Recorder of Deed's
Office of Cumberland County in
Deed Book "F", Vol. 23, Page
936. Full Value $25,000,00 V
Decedent's interest l/~ $25,000.0 $8,333.33
Ity,u.u.'4'e ~/f/O,
--
TOTAL THIS PAGE $8,333.33 J; .J J.3. .3 .3_
~
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'lSaJalU! S,luapaoap a41jO a6elUaOJad aljl aleO!pU I 'e;
'AlJadoJd paUMO AI1U!O! a41jO anle^ la'lJew lelOl aljl aleolPul '1:
'pa4S!lqelsa seM d!4sJaUMO lU!o! a41 alep a41 pue (S) JaUMO.OO aljljO luapaoap
aljl 01 d!ljsUO!lelaJ pue SsaJppe 'aweu aljl apnloul '"S" alnpaljos JOj suollonJ1Su! a41 uI paleo!pul se
AlJadoJd leUOSJad lie aqiJosaa '"\;/,, alnpaqos JOj SUO!lOnJ1SU! aql U! paleO!pU! se A1JadoJd leaJ lie aqiJosaa 'L
'lSJij al2lsa leaJ ISIl 'papnlou!
aq 01 aJe A1JadoJd a\ql6uelUI pue a\ql6uel 410S 'd!qSJO^!^JnS jO lq6!J ljl!M SlueuallUlo! se Sa!lJed JO Aued
Jaljloue 41!M AIlUIO! luapaoap a41 Aq paUMO 'leUOsJad pue leaJ 'AlJadoJd lie apnlou! lsnw "3,, alnpaljos
"3,, 31na3H::JS ElNI.L31dWO::J \:IO:! SNOI.L::Jn\:l.LSNI
"
.'
CONTINUED - 9
REV-454 -:: 1.80) ,"
COMMONWEALTH ClF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(lnstmctions on Reverse Side)
Estate of
HELEN A. HASSlE
ITEM
NO.
TOTAL
MARKET
VALUE
DESCRIPTION
Account #01-7-22514 in the Dauphin Deposit
Bank and Trust Company opened 11-28-41 in the
names of Ruth H. Fu11cher or Helen Massie
principal and interest to date of death $4,777.23
Account #1402011991 in the Dauphin Deposit
Bank and Trust Company opened 8-16-76 in the
names of Ruth Bomberger or Helen A. Hassie
principal and interest to date of death 1,009.80
Account #1-839 in The Harris Savings
Association opened 4-17-62 in the names of
Ruth M. Fullcher and Helen A. Hassie -
principal and interest to date of death 14,033.24
Account #1-18374 in First Federal Savings and
Loan Assoc. of Hbg., opened 8-10-65 in the
names of Ruth M. Fullcher and Helen A. ~~ssie
principal and interest to date of death 14,118.45
Account #002-20-11424 in the State Capital
Savings Association opened 9-1-76 in the
names of Ruth L. Bomberger or Helen A. Hassie
principal and interest to date of death 5,008.44
Account #001-00-01519 in the State Capital
Savings Association opened 8-4-61 in the
names of Ruth H. Fullcher or Hre. Helen A.
Massie - principal and interest to date of
death 23,132.82
.~~
~\
P
En VALUE OF
'io DECEDENT'S
N INTEREST
T
'I'
(: ",,'
.11
'.
2 , 388.62
504.90
7,016.62
7,059.23
2,504.22
11,566.41
TOTAL THIS PAGE 31,040.00
DEPARTMENT
VALUATION
(Official Use Only)
/0 7 '1 0 /. /c,
by me and were my property. My friend, Helen A. Massie, had one
Savings Bond and Accounts in her name on which she put my name
second. These items were considered by us to be her property
and are included in the Inventory of her Estate,
~dtC',:t~~/cu,J
RUTH L, BOMBERGER ~
Sworn to and subscribed
before me this li_~day
, 1980.
UNITED STATES SAVINGS BONDS
IN THE NAME OF RUTH L. BOMBERGER
OR HELEN A. MASSIE
Value Number & Series Issue Date
$1,000,00 M832418EE - Series EE February 1980
$1,000.00 M832417EE - Series EE February 1980
$1,000.00 M832416EE - Series EE February 1980
$1,000.00 M209907950E - Series E July 1979
$1,000.00 M209907951E - Series E July 1979
$1,000.00 M207474457E - Series E October 1978
$1,000.00 M207474454E - Series E July 1978
$1,000.00 M207474451E - Series E July 1978
~l,OOO.OO M207258517E - Series E July 1978
1,000.00 M207258515E - Series E July 1978
$1,000.00 M207258514E Series E July 1978
$1,000.00 M206936470E Series E March 1978
$1,000.00 M202708380E - Series E December 1977
$1,000.00 M202708375E - Series E June 1977
$1,000.00 M203933470E - Series E March 1977
$1,000.00 M201751091E - Series E November 1976
$1,000.00 M202646047E - Series E August 1976
$1,000.00 M201311073E - Series E July 1976
$1,000.00 M201309186E - Series E March 1976
$1,000.00 M104773874E - Series E January 1976
$1,000.00 M103709511E - Series E August 1975
$1,000,00 M103709508E - Series E July 1975
$1,000.00 M103023856E - Series E March 1975
$1,000.00 M103627512E - Series E October 1974
$1,000.00 H101982486E - Series E March 1974
$1,000.00 M93159277E - Series E January 1973
$1,000,00 M93159259E - Series E July 1972
$1,000.00 M92454173E - Series E July 1971
$500.00 D10383619lfE - Series E June 1975
$500.00 D102026993E - Series E April 1975
$500.00 D103751019E - Series E November 1974
$500,00 D102026974E - Series E August 1974
$500.00 D103096506E - Series E July 1974
$500,00 D95261030E - Series E April 1973
$500.00 D95261027E - Series E February 1973
~500. 00 D94182632E - Series E October 1972
500.00 D94517614E - Series E February 1972
$500.00 D93659920E - Series E October 1971
EXHIBIT "A"
UNITED STATES SAVINGS BONDS
, IN THE NAME OF RUTH L. BOMBERGER
OR HELEN A. MASSIE
(CONTINUED)
Value Number & Series Issue Date
$200.00 R40814511E - Series E April 1969
$200.00 R40814470E - Series E September 1968
$200.00 R40814440E - Series E July 1968
$200.00 R40814441E - Series E July 1968
$200.00 R40814421E - Series E May 1968
$200.00 R39935400E - Series E April 1968
$200.00 R39935393E - Series E March 1968
$100.00 C1025912354E - Series E October 1974
$100,00 C1025912353E - Series E October 1974
$100.00 C1025912351E - Series E October 1974
$100.00 C1025912352E - Series E October 1974
$100.00 C1025912346E - Series E September 1974
$100.00 C1025912345E - Series E September 1974
$100.00 C518178354E - Series E April 1971
$100.00 C509502907E - Series E August 1970
$100.00 C509502904E - Series E July 1970
$100.00 C503495262E - Series E October 1969
$100.00 C497121333E - Series E April 1969
$100.00 C492480243E - Series E February 1969
$100.00 C492480216E - Series E January 1969
$100.00 C492480204E - Series E January 1969
$100.00 C487003228E - Series E July 1968
$100.00 C487003152E - Series E May 1968
$100.00 C487003132E - Series E May 1968
$100.00 C487003095E - Series E April 1968
$75.00 KI0827063E - Series E May 1971
$75.00 K8157951E - Series E September 1968
$50.00 L1001203262E - Series E February 1973
$50.00 L780707435E - Series E March 1971
$50.00 L749720172E - Series E January 1969
$50.00 L736547057E - Series E July 1968
$50.00 L730692172E - Series E April 1968
$1,000.00 M11104679H - Series H January 1969
$1,000,00 Mll104680H - Series H January 1969
$500.00 D8892940H - Series H January 1969
$500.00 D8989480H - Series H July 1969
$500.00 D8892941H - Series H January 1969
$500.00 D8892942H - Series H January 1969
EXHIBIT "A"
I/ON
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· Gild "Crus)" Ce)tr\pcny
MAIN OFFICE: 213 MAR,(Ei STREH, HARRISBURG, PENNSYl.VA~IA 1710~
717255.2121
~~ay 19, 1980
Ae~wir. and Kerwin
70~ Blackstone Building
Harrisburg, Pa. 17101
R~: Halen ~ ~assic
D.O.D. 4/10/80
Attn: Gregory X. Kerwin
Dear :.jr. r:crwin
In regards to the above u.e~tionBd, we sub~it tho following in for-
~ation as of the date of death:
~savings ~cco~~t # 01 7 22514 balance 4,692.31 inter~st 84.92
ouencd 11/28/41 Ruth M. Fullcher or :ielen l-:assie
~cer"~.~cate of deposit # 1402011991 balnnc~ 1,000.00 inter~s 9.80
opened 8/16/76 Ruth Bomberger or He:en A. Massie
If we can be of any further assistance, please do hot hesitate
to contact us.
Very truoy yours,
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Barry L. Ellio~t
Assistant Treasurer
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COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Ruth M. Ful1cher
3412 Bedford Drive
Camp Hill, PA 17011
RE: Estate of
County of
File No.
Helen A. MRRAie
Cumberland
21-80-0556
Dear Mrs. Ful1cher:
You are hereby notified that the oririnAl
appraisement in the estate of Helen A. Massie
hos been filed in the office of the Register of Wills of Cumberland
County on December 11 ,19 80. Said appraisement reflects the following valuations:
Real Es tote
Personal Property
Jointly Owned
Transfers
Total
None
1.350.00
lQ9,901.16
None
1111. 251.16
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to ony tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is chorged.
Any porty in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
December 11, 1980
Signed
!0-J I) It'. f)
^ ';(PII,1 .. /1')f,J .t';"
Title
Chief Appraiser
NOTE: This is not a bill.
REV-457 n.801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
*'
' ,
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-=..~.-
Estate of
21-80-0556
Helen A. Massie
File No.
County
Cumberland
Date of Death
April 10. 1980
In the event thet any future Interest In this eltate is tranderred in pO$SCuion or enjoyment to coli"turIIl huirs of tho decedont aftor the expiration of any
estate for life or for years. the Commonwealth hereby expressly reserves tho right to appraise and RS!.I:SS tr"osfer inhllritance taxtK at the lawful collateral rate
on any such future Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" , ,
2, TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . , .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
TOTAL REPORTED PROPERTY
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY Norm
TOTAL GROSS ASSETS 111,251.16
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wi lis,
A'~';"~/::J /.'"t'P//l/l,I-'(/! )
APPRAISER
12/11/80
DATE
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" AEV.1162EX
~ ,0 COMMONWEALTH OF PENNSYLVANIA
4 NO,Ko00273. DEPARTMENT OF REVENUE
, OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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-- - -- - - - -- - .--- --. --_..- -.-- -- --- ---.- - - .---- --- --.- ---~. --.-. ---.- - -- --- -.-- -- -- - - -- -- --
TAX AT 6%
TAX AT 15%
~f RECEIVED
Jj FROM
Ruth M Pullcher " Ruth L.
On" rw Y..
701 Black.tone Building
Harriab\lr9, Fa. 17101
'--ESTATEINFCRMATICN'Ap-;ii- 10-, -1980---
CATE OF CEA TH
~~l~ %
ADDRESS
ESTATE TAX
TOTAL TAX CREDIT
FILENUMBER21-eO-SS6
CATE OF PAYMENT
November 6, 1980
LESS DISCOUNT
--------------- -
-- - ------ ------ -
m
-- m
PLUS
IFROM
% INTEREST
TO_'
,
COUNTY
HBLBR A. MASSIB
Cumberland
, NAME OF CECEDENT
POSTMARK DATE
REMARKS: "PAID Olf ACCOON'l'"
TOTAL AMOUNT PAID
8,200.00
SEAL
RECEIVED BY
//lli'l & _~'~L~,-cJ
/I SIGN~TlJREi
Mary C. lAw.
Reqieter of Will.
I
REGISTER OF WILLS
--"-----
.~~
KERWIN AND KERWIN
ATTORNE:YS AT LAW
701 DLACt'dHOl''IlI: BUILOINCi
HARRISBURG, PA. 17101
PATRICK E. KeRWIN
GREOQny M. KeRWIN
TE:RRENCE: oJ. KERWIN
P"o~t IJO.04",lft
LYKCNS OFFICE:
6"9 ..U.IN STRceT
PHONE 453-7"Z2
November 5, 1980
CLIZABCTHVILLE OfFICE:
10 I:A$T MAIN SYRC!:T
PHONe 30Z.3215
Register of Wills
Cumberland County Court House
Three South Hmwver Street
Carlisle, PA 17013
Attention: Mr. McClain
Re:
Dear Mr. McClain:
Please find enclosed herewith the following checks to
be applied toward the Pennsylvania Inheritance Tax for the above-
captioned Estate:
1. One check in the amount of $7,500.00 payable to
the Register of Wills and dated November 5, 1980.
2. One check in the amount of $700.00 payable to
the Register of Wills and dated November 5, 1980.
Would you kindly forward to me a receiPt for this payment
on account at your earliest convenience. Thank you for your kind help.
GMJ(:pw
Enclosures (2)
~,,m,;;~
G~Y M, KERWIN
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REV.455 (1.80)
COMMONWEAL TIt OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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Estate of HELEN A, MASSIE Date of Death April 10. 1980 File No,
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant RUTH M. FULLCHER Relationship to Decedent Surviving Joint Tenant
Claimant's Address
3412 Bedford Drive, Camp Hill. Pa. 17011
ITEM DATE NAME OF PA VEE REMARKS AMOUNT
NO,
L/l~/RO John E~ !,!eumyer . . ~ ~,._~_~1 11< 11 ~,434,OO
-F , 'C"
i /6/80 lu_~ . . -~ 1~' ~ ~ 1..1' .{ ~, ?!!? 00
~ /lIRO RpC7{~"o- nr T.Jill~ J;'i 1 ina - R nn
H1/S0 Nn"~-u J;'pp nn T, - ~ ",." ^' ~ nn
Kerwin and Kpr','in ^" ~ou'~ J;'oo~ ') t:.nn nn
!"fop" nr T.J;11~ D~~__., i'~_ 1"1 . r-__~_ _, ...
p,.on"rat 'on of Fed. Estate Tax Return 750,00
8/1980 Dept. of Transportation Tif'le T,."n" 1'0_ .,n nn
8/1980 Vital Statistics no~..1-. I"p,.H i'{ ~~"n~ 9 no
TOTAL THIS PAGE I ~F; "~..JJ.lL-
I hereby certify that to the best of my knowledge and belief the foregoing is il just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deducti""S for Inheritance Tax purposes.
/{l....tXJ'L /)1, J.tJ.G::..iL"'J A"8"9t 1/, 1980
SIGNATURE OF ATTORNEY/FIDUCIARY DATE'
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S all.!t:t'-tJ
AT
I~
PERCENT.
qqd I (i'. xbv-t:~J
IEGISTER OF ,t.,tILLS
J ~ -/,5/ -?tJ
DATE
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NOI.L'lfVIIl:lO:lNI X'If.L 3::JN'If.L11:I3HNll'Ifl:l3N3D
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
COUNTY FILE NO:
"
DATE
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DATE OF DEATH
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Appraised V.'ue of Eir.'e: .)'
Real Estate .
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$
+ , / "
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$ /; , / I &~
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Total Gross Estate
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
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Amount Taxable @ 6% Rate
$
tax due
$
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TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ ;' '/- . / '/1'). ~'/.:>-..
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.. .. .. .. .. .. A five percent discount totaling S
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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+ $
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Interest accrues 8t the rate of six (61 percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
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