HomeMy WebLinkAbout80-00697
.
::;: ..
~
H
~
fil
..:
~ H
~ ><
.!<: ~
....... ~
<U
CJJ
~ f@ I
Eo< ~
0
~ :j
Eo< e:I
H
1'" fil :r:: ~
C'J >< ~
tJ;J ~ D:l
0
U ~
Cl W-
OO 0
.
- ~
r>o:'
...
. IV ~Q..
0 ... \0
Z all
)) Cl
\ : .
, ,,_.
~{::..--. .. (, r \'\
\ --.. ,->
/lJ -':'-1'0
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
~.
%~
Form RCc-33
UIPOI\TAST: ThlH rnltlrn rntL..t he COillllleted III ch~t.ll11 /lilt! l'll(~lt III Ih11IllcnU!, with will llllllched, wllh tilt!
Ilcghitur 01' Wills uj' t1\l~ Cuunty wlu'rt! 1l1!t:l!c1t!1I1. rl'shll!ll; llellll'll Is cllm "ltllln onf! year unur
tlut.u nl'dHllth, tllllt'ss nn l'xl(!IL'ilulI Is Jl,rltlllf!cl hy thl! Sf!l~rl!t.lIry nf' HnvlHHll'o (Section 70:1 of
t.lm Inhl!rlttlllce llml gsllllc Tux Act of lUnl.l
IN TilE MATTER m' TilE ESTATE Ot' }
~~~E.:...:r~_q?;~~ a/k/a/ EI.TFRROITDMAENM. _. =::,ot'
lfitlle rull ranI!" or dN'rdfht)
Cumberland X~~
Lole of _,.._..... .... Coanl1
William J.
Trotman,
sole heir
Coanl1 01
Pennsylvania
.. cumberl~~~- ------..}."
William.J..., Tr_otman ,.sole._he,ir_ . .
or the estate of the above-na.med decedent brhl" duly sworn. depo!Ced
~
Stale of ._..
X~
and A'S
Decedenl died ..A),.!g1..l~.!;,
(Mllhlh)
Name and address of attorney or}
other authorized reprelentative to
whom .11 correspondence should he
lIIailed.
12,
C1"'yl
,19 80.. ,jX"'~N~liilCli){1raXlUIK~lf>X)Ol{a6l<lXXf(HICXKat~ }
(\',..) lJt'lt~
Robert D. Myers, P,O.. Box..990, Harrisburg,
Pennsylvania 17108
That as such .......h,!:;.!.E....,.......,.........,... deponent is familiar with the afTllirs of said estate and the property con-
I ":ll'rulnr.AdmlnIRI ralllt)
Htituting the assets thereof llnd their fair market value.
That at the time of death t.here was no safe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of another, or in decedent's indh'idual name, with right of access by another ai agent
or deputy, with the exception of the following:-
NAME AND ADDRESS OF DANK OR OTIIER INSTITUTION
IN "HICH DECEDENT RENTED A SAFE DEPOSIT BOX
TillS SAFE DEPOSIT BOX RENTED
IN HAilE OR NAYES or
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Thnt the contents of said safe deposl t box or boxes are 1 temlzed lmder Schedules
return, with the exception of the following, for the reasons hereinafter set forth:
of' this
That Schedule A attached hereto nnd made part hereof sets fort.h rully and in detail all the
real property in the Commonweal th of Pennsylvania of which decedent died hnving nn interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the Mlount st11l due at death. name of mortgagee. date. rute of interest., and book nnrl pnge of record
thereof. 1 t. n] so sets forth in the columns provirled therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That. Schedule 8 attached hereto and made part hereof set.s forth f\llly nnd in rletaU all personal
property wheresovcr situated ownerl by the clecedent at. t.he time of death; all money~ left by the decedent
at the time of rlenth, whether in decedent.' s immerJiate posseSSion, stnnding to decedent's credit in banks
of deposit, sllvings banks, trust companies. or other institut.ions. whether individually, or in trust for
nny other person or pp.rsons giving also sepnrntely the Ilccruerl interest thereon, if nny, down ~o the la8t
interest dny prior to decedent's death in the case of sRvings banks, nnd to tbe date at" decedent' 8 death
in all other cRses; all honds, postnl savings, t.reasury ccrti f'lcRtes or notes and other evldenc~ of in-
debtedness of the United States to the decedent; all obligations, whether h~' statute or agreement they
ore designated us tax free, of the Uni ted Stlltes, or /lny stut.e, or polt tical suhdivision thereOf, or of
any foreign count.ry, whtch are owned nt the time of' death; nIl weRring aJlpnrel, jewelry, silverware, pic-
tures. IIOOks, works of art, householcl furni ture, horses, cnrrinp;'!s, nutomoblles, honts, Rnrl any and all
ot.her personnl chllt.tels of what.soever kind or nature, left. byrlecedent, together ,!ith the fairly estimated
market vlllllc thereof'; all hands /lnd mortr8([eS held by decedent nnd of nIl claims (tue and owing decedent
.it the time of' ,Ionth, llnd nIl promlssor~' notes or ot.her i nst.rtUncnts in wri t1n~ for the payment of money
of which rl(!cedent. died possessed, of whfltsoever nntllre. wi th interest thereon, if any, giving the face
vullle uno est.trnnted filiI' mnrket value thereof, nnc! tf such estimnted fntr mnrket vnlue boe less than the
fuce vullle, It. sets fort.h hriefly the renSonS for SlIch c1eprcctutlon ns t.o onch item; all monc)'s payable
to the estat.e from Ufe insurance policies carried by clecHdent; nIl llnnntty nnd endowment contracts the
proceedS of which were pll)'lI.hle upon the death of the decedent; and nIl t.he corporate stocks and dividends
ftue thereon nnd unpaid 8S of the date of cle8t.h, honds and Ilccrllell interest thereon to the date of dece-
dent's denth nnfl ot.her investment securities owned hy the decedent at the time of deAth, with the market
vnlue thereof Ilt such time.
ql-~~ -/::'97
/1- I~-? - ~
-:,,7/
/- T;.p
L>/
In thll ellSl' nl' sl~cllrltll?s of' clnse or fll"1I1~' corpnrut.lnns, litH vnll1Hs repnrtnll Itrl! liS f'ur AS
I'osslblt~ snhslnnttnt.l'll h~' flnunclnl stnll!mtmts nl' till! corllUrntlulIs, showlllJ!, t.1l1! USSI~tS ullet Ilnhlltt.les
tllt'reof liS of the c1utt~ of llt'nth. The schecJlIll~ 1I1so sets I'urlh thl' Int.erl'st 0(' IleCl~lll!nt. lit tile tlml~ of
death 111 tU\~' co"pllrln(~rshlp or hllslness, IIIltl In support of till! vnluf! nt' such Int.l~r~sl t.!lnre Is nnnexml t.o
snlll schf'dule, rtnlll1clnl st.llt"mollts showln,lt t.henssets ,mrl 1111hllttll~S or snld cn"llIlrUlcrshlp or huslness.
A l'np~' of tlw co"pnrlnt~rshtp R~rt'f!mNll, (Ir ornl, n st.ntllml!Jll sl'ltluJ!, t'orth t.he nnturf? 01' the uJ!,r'~nl1lUllt)
togl.tlll~r 'ft'lth n stRtl~ll1l~nt sl~tttn,:; fort.h the cllrlructer of' thl'! 1111s111l'ss, Its locot.tnl1, nml such othl'!r f'ucts
p('rtnlnlll~ to thf! huslnf!ss IlS mn~' he Ilflrtlllf!nt to A ('ulr urul .lust nflprulsfll of the ch~r.IHlenL's lnterl!st
tlmreln mllst hesuhmtttfOlt. [t should ulsn set. forth In ttf~ml7.ed rorm, toget.her wlLh Llle rAlr mnrket \'lIlllf!
thl~reor, l\ll~' other propert)' oWlled or IJOlltll'!Athf!d hy tilt! doceclt~nt nL the time of dfH1Lllo
The Sc/ledulp C nttncherl heroto /lull mnde Jlnrt hereof sots forth n trlle IlIlSWf!r to ellch tn'lulr)'
contnlned therein Ilml inlhe caseof'transf'ersul'property, rf!ul or personlll, wlLhln two ,yeurs or dcccdenL's
denth, In contemplation of decedentl s rlP-Ath, or Intf!lllled to tll~W efTect hi 'lossosslon or enJoyment at or
nfter denth, sold schedule sets f'ort,h the nnturf! nllll vnlue or such properly, to wllom t.rlulst'f?rred, the
relationship of t.he trllnsf'erees to the flec1!clenl., the proport.lonnte shure received h)' euch trl\nsft?ree Rrul
all other facts of II pertlnenL nnture reJ!;nrtllllA sull' trnnsfcrs. In Uw C'\St~ or transt'ers Intencled 1.0
toke effect in possession or enjO)1I1ent At or nf'ter IIcnth, there Is also l1ttnchl!ft to the schedule n cony
of the deed, trusL Rgreement or other instrument crenttnl!; the trust. Therl~ Is ulso set forth In suld
schedule II lisL of ull prnperty, reAl und personul, with Its vnllle, which Jln~;scs nL decmtent's cleuth hy
virtue of' the exercise h)' decedent, either IncHvldllully, or.lolntly wlt,h nnothor, or any Ilnwer of' llppolnt...
ment vested in decedent, either IndividulLlly or .1olntly, by the will, cleect, or other instrument of unnthcr,
with a copy of the Instrument crentlng such power uttllched to the schedule.
That Sc/ledu/~ 0 Rttached hereto anti made purl herenr seLs forth the numes nwl luhlresses nr all
persons benef'icially interested in this estAte at the time or decedent's nauth, the l1uture of their res-
pective interests, their relationship, if any, to Lht! decedent, together with the ngos I\t the time of
decedent's neath of all minors, annuitants and beneficil1rles for lire nnder clecedentls \VIII. It RIso
contains fl statement showing which of' tile henertclurics nmned in the dececlent's will, if nny, cited prior
to decedent, the dates of' their death, their issue, IUllt the relationship of such isslle to the benel'Jclnry.
That Sc/1edule E attached hereto and malte a purt hereof sets forth nIl property, re~l llnd per-
sonal, owned b~' the decedent .Iointly wiLh another or others, including intangible, stflnding in t.he nAme
of the decedent Rnd others, plus the date nnd place of record ot' instruments erfectlng the vesti ture of'
real estate and the date of ucquisit10n of Ilersonnlty, plus the nnme, nddrcss And relntlonshlp, if any,
of co-owners to the deceden t.
That Sc/1edule F attached hereto and made f\ part hereof sets forth fully nnd In df!tnll all clebts
and deductions claimed f'or lLncl on behalf of this decedent's estnte, inclt1fHng funeral expenses pntd;
family exemption, where npp) lcable; costs of arlministration of this estate; counsel ('ecs und f'ucl1clary's
commissions paid or to be paid; cost expenrled for burial Lrusts, tombstones or grnvemarkers, and reI i-
gious services, in consequence of the denUl of the decedent; debts and claims owing and nnpald at time of
death; taxes accrued chargeahle for period prior to decedent's cleath (except. those allowed under Section
651 of the Inheritance nnd Estate Tax Act); together wit.h It statement of collnterAI pledge,t for ohllga..
tions, if any. It is agreed that the fiduciAry will present proof of sulci clAlmect ohligatlons upon re..
qnest, that 11' the amount actually pnld in settlement of I1ny fee, commission or deht 1s less than the
estimated amount clnimtng and allowed, t.hf\t the same will he reported to the Iteglstcr 01' Wtlls, Ancl thllt
the amount of tax assessed cnn be rensscsscc1 In accordance therewi tho
That the totnls of the appropriate columns in Schedules "A", "B", "e", "E", nnl' "F" ns directed therf'tll,
have been carried forward And properly registered in the Sllnunnr)'.
Subscribed and sworn to b~for? me this ... ....... ...................
.--2t;q~.;'; ?J!~~_C_19~
.......,~r,:;::. ..'...';/ '2i~, ,..,. ,.... '
..--1\NTBONY'fTEE) . "I. l:o,ary Public
--" Ihurisuurg:'"O,i..;;:hin County, PJ.
My CoO'ali:~lOl1 E>;pifC';. Oel, 12. \961
ZJ~~~Sh,:,U~~
(E:r:eC1l.tor~:inistrator) .............., ..,..... ,_..
., .12Q?,.,~.Q.l1J.!!!....J.g"..Ayg.!JJJg....,
( Street Number) ......................,..-......
Ca.TI1J? ...~,~.~,.~,.!.....~(;!~!1,~y,~.Y.,?.rl~.a...~,?g~t,
(City O'r Town and Sf4te)
SOTE: Before sl~lIlnJ!, aft'lctnvlt mnko Sllrl~ nil hll\llk SlHlCI1S III tile nIT'II/l\,lt /lUfI sche.tlllf!s llllnexed nre
('111011 In with tletlllls or the worel "Son~", llfut In case the Ilssets IlwllIfll? rllre nwl unllst.ed securities,
securities of closl? or f'llmtly cnrporntlons or Ull Int.f>rf'!st. III Iln~' co..pnT'ltlorshlp or 11t1slnnss, thnt the
dllttl nnll ~t'ltements re'ltllrfHI Hillier t.he pllru~rllph nho\'f! relllttn~ to Schflrhllr' "U" firt' nt-tucllefl. Alsn mnkf!
cerllll II lha l column #1 In tile "Sllmlllnr~'" hilS heml properl y compl et'~rl us nho\'e-,II rec l.l~cl.
R,CC.34 (4.131
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DEC~DENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement 01 mortgage el1cumbronces upon each parcel at dealh 01 dece.
dent. Property held by the decedent os tenal1l in common with another or olher, should be identified
os to quantum 01 interest ond Ihe estimated value should be thot ollhe decedent's il1terest only. (Property
held os joint tenon Is with right 01 surviorship or tenoncy by entirelies should be reported on Schedule "E.")
Th. raol property locatod In tho Commonwealth (If Penn.ylvonla .hould b. (1) (2) 13\
d..crlbod by lot ond block numb.r, .Ueet and .Ueet numbor, togelhar with DEP~RTMEHT
a venoral de.crlptlon of tho property. with a r.f.rllnco to tho recard of tho ~SSESSED V~LUE V~LUATIOH
conveyance by which tho dec.dent took Iltl.; If 0 farm .tat. numb.r of a. FOR YE~R OF ESTIMATED C~UTIOH
cto.; aha .tot.mont of mortga~. oncumbranc.. upon each parcet at d.ath OECEDEHT'S M~RKET YALUE (Do nat writ.
of d.eodent. To.... a.....m.nt., accru.d Inlor.,' on martgag.., ete.,or. DE~ TH In Ihl. .pac.)
10 b. lI,tod on Sc:'odul.IIFtI ond mu.t not b. d.ducted fram this schodul.,
NONE
Insert this total opposite "real property", Schedule" A" in the X X X X X
"As Reported" column on the lost page 01 this return.
N SIlL-
~
RCC-36
COMMO~WEI\I:rI1 0[" PENNSYI.vA~ [1\
THANSFF.U [~nE\llTA~CE TAX
SCIIF.ll1JJ.E "c"
TIL\~"FI':\lS
IlESlm:~T IlECEIlENT
(1) Did rlecellcnl, "'ithln tv.o yeurs ul'cleuth, muk'> Ull~' trlllls!'l!f ,If un)' nllllf!rllll Jlurl of' his estnll', wJthout
recel\'lnp; Il \'/llul\hl(' unci Ilth'lltllltro c'ullst.h'r/lllnll thl'rl'l'llf'! ('\lIswpr )1'S or nu) nn
(2) llld Mee,,"nt, wi thin twn ye"rs ..I' ,1""l.h, I.r"nsl'er I'rnl"'rt.y I'rnm hlms'" I' tn hlmsell' "n" "noll..,r or
others (tncIUlItIl~ II SPCHISI!) In .Iulnt oWTlershlp'.) (Answ1'r )'es or no) no
(3) It' tllI~ Ilnswer to (1) nr {:,n uhn\'c is III the III'flrm/tll\'c stille:
(11) I\~I! or deCt!llrmt III tlmp (If trnmifer
(b) Stnle of decedent's hl!/tl t.h ul time III' mllklnJ; the trnnsf'er. (Soll! 1).
(e) Ctl1lse of th!c(~delltl s _!put.h. (Sot.e 1).
(4) Did decedent., In his Ilfet.lmr., 1Ilukc llll)' tfllllSt't!f of pr()Jl'~rt.y wIt.hout. rel!elvtn~ a VltlllUhlc or Illle'luu.te
conslderat.lon thl~rl~t'or which WllS t.o tnkl! cf'l'cet. In pnssHsslnn ur f'ujoymcnt. ut. ur nt'tor his death?
(Answer )'es nr nn) no
(1\) "'n~ t.ht..'re 1111)' llt)~slhllity illllt. LlII! prolH!rty trnnsferred mls;ht return to t.ransferer or his
est.Ilt.I~ or he subJect to his \lo.....er of' IllsllOslt.lon? (I\tl~wer )'es or 110)
(h) What. WIIS the t.rnnst'ertH~1 s 1I~1! nt. t.ime ur th'CI!lhmt.' s clenth?
(5) IHd decedent In his llfetlnll! !nuke nn)' trunsl'er without. receiving Il valuIlblcIln1tndcIIllate consideration
therefor ufIller whll:h trunsfernr expressl)' or Impllectly reserves for his Ilt'c or 1m)' period which does
1I0t in fuct flTlIl hef'ore his denth:
(n) TIll! possession or en,loyment of or the right. to Income from till' property trnnsferrccl?
(,\nswflr yes or no) no
(h) The rls;ht. tn c1esignate the persons who shill I )lossess or en.loy the property transferred or
income t.Iu~rnt'rom? (,\nswer yes or no) no
(0) If the unSwer to (5) (b) ahove Is In the uff'lrml1tlve, stute wl.~ther t.he right. wus reserved in decedent
Illone or others
(7) Did decedent In his I 1 f(! l1me mllke n trunsfer, the considerntlon for which WitS trnnsferee's promise to
pay income to or I'or the Ilenefit 01' care 01' trunsferor? (Answer yes or no) no
(8) Did decedent, at /lilY time, trnnsl'er property, till! honeft c11l1 cn.lo)'mont of which wns sub.tect to change,
becliuse ai' IL reserve,1 power to al ter, umend, or revoke, or which could revert. to decedent unfler terms
of tru.nsl'er or b)' operation of' Inw? (Answer yes or no) no
(9) If the answer to (8) /thove Is in the Ill'flrmatlve, Willi the power to nIter, /lmend, or revoke the inter-
est of the beneflclary reserved In th(~ cleceflent nlone or the decedent nnrl others?
(Answer yes or no)
NOTE 1: The nnswers to these questions shoulrl be supportert by affidavit hy the attending physician as
well as a copy of the rleath cert I ficn tee
NOTE 2: If answer to any of the n\loVC questions is )'es, set forth helow a description or the property
transferrerl, it's fair market vn\lIe at clute of denth, IInios or transfers nnll to whom trnnsferreri, with
relationship of trnnsferees to decedent, If nny. Suhmit copy of nny trllst deed or instrument, If trans-
fers are clnimed to he non-tnxllblc, nlso suhmlt detulled st.utemcnt of fu.cts on which sllld claim Is based.
NOTE 3: I.ist Itppllcnhle property below in mnuner In which providefl In Schcflules A, B, or E.
ITElI
UESCIII I'TlON
IL\l\KET V AWE
(Es Umo ted)
DEPT. VALUI\TlON
(Dept. Only)
NONE
Insert this totnl opposltf'! "Tronsfp.rs", Schellule "eft 1n the
"As Reported" column on t.he last pugc of this return.
N ~l1.L-
~
'f"
REY-453 U-78)
COr.tdONWEALTlI OF PENNSYLVANIA
TRANSFER INIIERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADlJRESSI~~
(Stalc fuUmtmes and addresses of :111 who
have an interest, vested. contingent or other-
wise. in csltHe)
William J. Trotman
1902 Columbia Avenue
Carn Hill PA 17013
SCIIEDULE "U"
IIENEI;IC(,\RIES
IIELATIONSII)P
(If Nlep-dlUdron ur
iIIcgilimilw children
IIrc involvt."d, set
forth this fnel,)
son
SURVIVEIl
IlECEIlENT
STATE YES
OR NO
es
lJATE
OF
IIJRTII
of a e
Deponent further says that a!1 the above-named beneficiaries are living at this time except below:
NAME
No exce tions
DATE OF DEAHl
INTEIlEST OF
BENEFICIAllY
IN ESTATE
100%
RESIDENCE
Sill'":
~<I: -
~. ""
",. e
'E!! e
.- u =
~C.o
<I: aU
~ 8 :
o '"
_ _ U
"", -
U " ~
u c 0
>( "'" ~
e:. 0::
Real Property
Personal Property
Trnnsrcrs
Gross Taxable Estate
SUMMARY
(I)
(As Reported)
(2)
(As Determined)
(Sdl. HAU) $,
(Seh. UB") 11
(Seh, HC") $
$
$
$
$
$
$
$
$
$
.....
- z '"
u
cl LIJ '"
u ::;; ~
>- u
LIJ U
on u ..J
:;: Q <I:
VI
ez:: ~ ,:: '<
c. 0 e ~
C. " ...
u < uLIJ - ...
'" LIJ "'!- :.. <(
0 !- !-< ~
::c e C
Z c !- ~ !- e :z
0 on u
~ LIJ "- <(
0 ~ l-
E 0 ~
.S ez:: -= 0
- LIJ ...
'" c W
- !- u
- !- ~ ~ ~
'" 0
.;: < ~
0 :.. 0
_'s :;;; C E
u
~'"C " " E
0 0
~< ..J U U
~
'1.~"" t('''''?'' rj ~~ n r .~-::;;;;. 'J
~L.",,,7,-\""r.!7 L ': ,j l,!.~".") MAIN OFFIC~ 331 UnlOGE SmEET NEW CUMUEnLANO. PENNSYLVANIA 17070 17171774.7000
CCNLl UANK. N.tA.
Date Aur;ust 29, 1980
TO: !{yers, Potteir;er & Stefanon
?03 North Front Street
Htil'l'isilU!'tl. pA 17106
ATTN: Robert D. Myers
RE: Estate of Mary E. Trotman
Name of Decedent
The fol]~wing is a complete record of the above decedent's accounts
as of
August 12, 1980
Date of Death
No. Type of Account Balance on Date of Death' Names on Account Date of Creation
Principal Accrued Int. (All Owners) of Joint
Ownershin
910-408-4 Checking $ 3,545,38 None William J. Trotman
Mary E. Trotman 2/4/78
006-018531-1 Savings $36,886.76 $178.00 William J. Trotman
Mary E. Trotman 2/4/78
~~~,
F. C., W~t#eman, V.P.
v Authorized Sir.no.ture
."
. Nee-.sa
.
COMMONWEAL T11 OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCIIEDULE "E"
JOINTL Y OWNED PIUlI'ERTY
-*
INSTRUCTIONS: Thts schl'tlule mllSt. disclose 1111 prollort.y, reul IUld Illlrsonal, owncrt hy the Ih!c:l~flent. Jointly
with unother or uUll!rs, Inclt1Ct1n~ Intnnp;!blns, sttlnctln~ In thl! nllnl" 01' thl! th?Cf!dl!1l1. /lud others. I.lst
rt'I\) ("slull' .'Irst., ItS I"Il11rt.t!ps, or joint tmllmt.s, ~J\'tll~ Ilrlf!(' fh!scrlpllull, itS lrllllclltf'd lUlllf!r Schedule
ItA-, plus tilt! ,"Lt.C alllt pIneo of rHcord 01' Instrultlf'nl. IHTl..'cllll~ Vl!st.llIIr", hut do not luc:ll1lh! cnttrntles
or out 01' Sl:llt' rl'n! f!stnte vullle In cslule vnllluLlulI f~Cllumll. Persullul prnlwrty should hi! II,sted us In
Scheelult! "U., plus llntl! of IlC1lulstlJon, llntl thl! nllme, lulclrcss /Ifill rf!l/1tllJllShll' (If un)') of' co-owners to
the dCC'I..Ient.
Descrtpttol1 of Propf!rt)., nlltl~ of ,\cqutslt.lon, NnmH
Address ru"t lteIntlonshil' of' Co-Owners, I1ml PIllep.
of necord of Instru:nent.. where HI!uI gst.ntc.
X>OOO<>OO 006(;~ 'bY> ':B %
00000OO< :><xxx ~ ~ 66lY 0<
'>N>t>NV'~
Cutt
VuIlIe
~st.nI.H
Vnluntton
(II! rcell tn/.;f~
Shure
~:x, '" . , .
y; ':X0 Ov-.t'~ .
. <9) ~ 1"><:% Xl v.x~ IYX'X
. >. Y''/; ~ 'bY>
Checking account #910-408-4 at
CCNB Bank, N.A. created 2/4/78
in names of William J. Trotman (son
and decedent.
Value at date of death
Less outstanding checks
Adjusted value
$3,545.38
989.25
$2,556. 13
50%
l,278.0E
Savings account #006-018531-1 at
CCN~ ri~nk, N.A. created 2/4/78 in
names or William J. Trotman (son)
and decedent.
Value at date of death
Accrued interest
Adjusted value
$36,886.76
178.00
$37,064.76
50%
18,53238
Cash in home saved jointly by
decedent and William J. Trotman (sor)
$ 1,960.00
50%
980.00
Household furnishings acquired
jointly and owned by decedent and
William J. Trotman (son) $ 500.00
50%
250.00
21,040,l;l
Insert this total ollposit.e ".Jointly Owncrl Property" t Schedule "E"
in the "As lteported" column on the lust page or this return.
DJ-:I'A1ITMENT VAJ.UATION
CAUTION-Do not WrHe
In This SPRCI!o
Vuille of
En tt re
property
VnIue of
Oecedcn t.' 8
Interest
~~ Oi-I>, 'f
>
REV-.u4 EX+ t!o-eOI
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[i] Original
o Supplemental
o Remainder
File Number
21-80-0697
Estate Name
~ F. T,..ntmAn
Date 0 f oea th
AUgM!l.LJ.~->-.1980
Social Securi ty Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I nave appraised the real and personal property as reported In the laregalng
return at the values set forth opposite each item in the last column to the right in Schedules "Au, "B", "e", and "E"
Dated:
January 14. 1981
..#t",.~/,'I'1f/~I"tj)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(NARRISBURG USE ONLY) REMA'NDER APPRAISEMENT CODE
Real Property (Schedule A)
Personal Property (Schedule B)
Jolnt.Held Property (Schedule E)
Transfers (Schedule C)
I
None
aa+
1a+
1 040 44 20+
3a+
TOT AL GROSS ASSETS
::n ...369 il!L
Lan D.bts and Deductions
(SCHEOULE F)
CLEAR VALUE OF ESTATE
40-
o Lile Estate
o Annuity
PRINCIPLE
VALUE
RATE
FACTOR
FOR USE OF REGISTER ONLY
Tax on $
COOE
COMPUTATION OF TAX
$
$
$
$
$
6"
.,
Tax on S
15%
Tax on $
Tax on S
T ox on S
Exemptions
Totcl Estate
$
$
$
TOTAL HX
INTEREST FROM
BALANCE
TO
Less Credits
DATE OF PAYMENT
INTEREST
TAX CREDIT
AMOUNT PAID
D,SCOUNT
S
+ S
S
$
=
+
=
INTEREST FROM
BALANCE DUE
BALANCE
TO
S
S
92+
93-
CODE
RF-V-4S7 (1.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
*'
-
Estate of
Mary E. Trotman
File No.
21-80-0697
County
Cumberland
Datc of DCDlh
August 12, 1980
tn thl event that any utur. interest in thll estate II uanderred in p05$01S10" or onjoyment to cullatorDI heltS 0 the decedont a tor t · exp rat on 0 anv
estate for life Qr for Vear., the Commonwealth hereby uprmtv rosarves tho right to appralso and 8CSOS~ trensfer inheritance tllXes at the lawful collateral rat.
on any luch futur.lnternt.
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. 'iOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
None
TOTAL REPORTED PROPERTY
4
21,369.64
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
;
i
I
"
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
21,369.64
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the Dbovc Dppraisemcnt is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills,
.6'/~., t" J "1t'"AJ ,J )
APPRAISER
01/14/81
DATE
'?R
'"
~ p:: ~
~ < I
~ Iol I:l
0 :>< :><
Iol
'"
;:l .....
,.J .....
. ....
< 101 :xl
-
U ~ ~
- 0 Iii ..... S' N
I<. .....
I<. - 0 .....
0 ~ c:i
~ I<.
I<. 0
!-< 0 en ~ c:i
'" I:l en :>< ... ci
- Iol ... ~
~ ~ Iol ~
:l ci - ci p:: 5 ~ I:l
::E 0 Iol
Z ~ ... u (.:l ~
~ ~ '" ~ 8 0 < :l
I:l Cl ""
RCC-7210-1UI1
COMMONWEALTH OF PENNSYLVAN,A
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor consent to the tral1sler ollhe lollowing securities 01 a Pennsylvanio
Corporation or a Nalional Banking Associollon locoted in Pel1nsylvania:
DATE January 7. 1981
(a) 23 shares (b) Ph~lal191p_h1,ILEloQ.tr1c_COIllP4ny_ (c) Common
(NOTE: In describing securitios enlor in (a), all 010, either Iho number 01 shares 01 slock or the lace amount 01
registered bonds, in (b), tho l1amo ollho issuing COIllI'nI1Y nnd in (c) the class 01 stock or the slated interest rate
and maturity date 01 registered bonds.)
ISSUED ON June 4, 1979 _, and havino a TOTAL MARKET VALUE OF S
(Dale) 11au Ii, Trotlllllll a/k/a
as 01 the date of death 0111.0 decodol1l, l\lfrido H. Trotman
(Noma of Decodont)
333.50
,on Au~ust 12, 1980
(Date of doath)
who was late 01 1902 Co1umbi~_^"(I~l!I.l_.__...~amp lIi11
(Str..t antJ Numh..)
(Po.,Offlco)
Cwnh~r1and. Pennsylvania
(County) (Stotc)
The securities arc regislerod as follows: .........
Elfrida M. Trotman
(Homo or nomos In which certificates ore registered)
ADMINISTRA TOR)
EXECUTOR )
Ilona
(Address)
NAME OF APPLICANT \-1111f.am J. Trotll'.an
COUNTY FILE NUMBER 21-80-697_ ADDRESS OF APPLICANT 1902 Columbia Ave-;s,.amp Hill,PA.
BUREAU FILE NUMBER SIGNA TUR E OF APPLICANT .' /", ~
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WI
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
(Non,.)
.
COMMONWEALTH OF PENNSYL VANIA - DEP ARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby cOl1senllo tho trol1sler of Ihe above securities now registered in the nome 01 !
Decedent and waive Ihe filil10 of a certillcolo cortifylng 10 the paYlllent of the transfer inheritance tax to which
the property 01 said Decedenl is mode sullject pursuol1l to Ihe provisions 01 the Act 01 June 20, 1919, P.L. 521,
as amended and the Act 01 JUl1e IS, 1961, P,L. 373, as amol1ded. This is also in accordal1ce will. the provisions
01 the Act 01 April 9, 1929, P,L. 343.
This COl1senl to Trnl1slol Ihe horoil1 doscrilled propNty operales only in reference to the estale 01 the
above.named Docedenl.
Signod f~r,lhe Secretary of Revenu.c
.A .} ,;, ~ . J
B - , / ? ;./ .t""" -, /'
y '--L.- - . '...'....._-
...(~Igna. 0) / /2' !?i. .
_ /J:Z4L...:.....G / ::L,(.:L]lt:..--<:a;tC",v'~~
(~~;::? (Caunly) ,
,,/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
;:' / - /f r;i - 11:, '/'7
TO:
/,
0<-
(,... ," f
/.
/1
-..-J .' "'-; / -l r/
\ '.-.'li~_ / /, (/ /i'
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held PropenylTransfers
Total Gross Estate
Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
Amount Taxeble @ 15% Rate
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
DATE
.,.1
/ '
.;.//~t~(..~/ '
, . 1
/~ ....,/ 'J, ..(/ r
"
ESTATE
/. ' "
FILE NO, '>~' / - ;-c1-/t" 9' ;7
I;" // <<,' J:'
COUNTY (,//.-/){jn",r.l'~A/~
/. J. I.-;i jdv/!
OATE OF DEATH ,~. ~.&f..r...~'A.. ~ _{/V
I~ .
v
s
+ ';:1,,/,!:.
'- /-,," -
.:(()
7'f
+~/iJftJ
,
s D 1;;.'16</
'.(' 9-1/ ' ,.-;
;, :< /(.-:.. ,y 'I
/ .
s /? -1'1../ '/:;-
,
I". i_.,' ,- -
s// '7 !/'/!/
''i '7' ,
s 1< -?' -;; '/ /,
tax due
s // ;)7,3 7
,
DISCOUNT
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s ://Jf, 31
'*' * '*' * '*' '*' A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
/tJ -~Cj..?iJ
$.{/)~;-.qj J
INTEREST
TAX CREDIT
+
$ ::;:/.; - "/3 - s
=
sjld?I..,~
/
+
+
=
=
Interest accrues al the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
. -/1"
.1 '
./1/ .
BALANCE OF PENNSYLVANIA INHER,TANCE TAX DUE
See Information on Reverse Side
~'''':~.L.~~~'f~'''''''<\'.~'
OFrlCI 0,. TM"
REGISTER 0" WU.L.
c~ 1- of' 0 _ (,,'7 '7
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
Form He C .10
OF Cumberland
COUNTY
AND AGENT 01"' THI COMMOHWIALTIt
I ~~O ,
Marv.l\
ESTATE OF -EJ..ttLJ"
,:),C I {i .\~(!
;!;rO~l1l1l1l, lI/k/lI Borough
'.o..tJllnn LAn or
/-)1/-,5/
DATI 0' DIATH
of Camp Hill
August 12, 1980
0 i
DATI!: NO, 0.- HAMI 01' ftAvn: REMARK. AMOUNT
youc..u"
,
Dr. G. Frllnk Zerbe Medical services 420 00 I
TriHtlln AHuoci.llteH Medical services 16 00 .
Cowley AsuocLnteH Medical services 82 00 ,
,
1'0 1 vc lin ic Medicnl Center Hospital services 123 00 ,
Bell of Pennn, Telephone tolls 4 69 ,
i
MyerH - 110111 Funeral services 1,960 00
MyerH, Pottelger & S tefanon Attorneys fees 250 00
,
MverH, Potteiger & Stefanon Copies & notary fees 10 00
Regis ter of Wills Filing fees . 6 00
Reserved for closing estate 25 00
I
l
I
i
i
- I
i
i
i
i
i
,
$2,896 69
DATI: 01"' 'ILING A,,,..Aln'UHT
COMMONWEA~TH OF PENNSY~VANIA }
COUNTY OF Cumberland ..,
I. WilliRm J. Trotman-
_ _ HEREElY CERTII"Y, THAT. TO THE 8E8T OF'
...v HNOWLroal AND .[LIE', THE ,.OREOOING II A JUST AND TRU I!: .rATEMENT OP' DEBT8, F'UNERAL EXPENSES AND EXPENSES 01"'
"D""NI'.'HAl'IC'~ AUlu."nID TO THE EBTATIE 0' Mary Et Trotmary " DEC~'ID. Aa DEDUCTIONS !'OR
,,,"..'TANC' ". PUOPulI.. " a/k a E;flr~,de:~. lr~tman rr- '-;;
.-, C. Il, ._~La,w...-__ ,Z'A-2l:.I~ IL. &,'
.v.'Q"_''\t~~~ .U"CMIBID BU'ORE JolE TMII r _f . DAY Of" (
(~"h.~()r -18.J t./
?~./~ ...:.;:.-. r- .' /
c.{-.":...~,_.f."'---......... ----""'~..-'~ t""'
- -.... ----- ~-.
, ... "'!lI1IIJ~1 Sllll,1I0H;~"1 Pu~lic
ll.lfriiLIII(J. (JiJl!I~hin (rlUIIly. Pa.
My c.omnu:.~;O/l l,'iJin.:S 0"1. 12,1';01
2886
'<! '5~:.-
~:' ::--' 8L:
0-
1.1..' cr: ~n3
~;: Za
lL' -':z
"-' 0- :t:~
CC- N '""....
6 eo:. "'",
w....-, ...... Ow
CJt.; E , '"
"'-, X:z
0", "'::0
(.Jw C> wu
~'" ....
50 u