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HomeMy WebLinkAbout01-29-79 '"' RCC~3~ /4-73\ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS, RES'DE~JT [)ECEDENT .:{J ,')x .a ilCi COUNTY OF CUMBERLAND IMPORTANT This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the ('ounty where decedent resided; Return is due within nine months after date of death, unless an extension is granted hy the Secretary of Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) } AFFIDAVIT OF EXECUTOR ~~~xstR 1'\1 THE \1ATTER OF THE ESTATE OF VINCENT MARAGLIOTTI I 0 "TE: F0LL N,~Mc OF' CECEDENTi Late of_-Cumberland__. County State of Penn s yl4.rani.a. } ", County of u..Dauphin ________ ..JOBN"N.. . PURCELL ~ Executor of the estate of the above-named decedent being duly sworn, depose and say M'.,")N":-Hl (DAY) , 19~{tcstate leaving a last will, copy of which is hereto attached. } (YEAR) !X!X~ DecedeTlt dieO .J\Q:.r;-il 22 Nom" <,pc o.'drc<. ...f. 't..,,<..\.). } other auth""7cd 'eprp.s'" te' i~.. '0 whom - all correspor,d~nce <1,_, . Leon P. Haller, Esquire 1719 N. Front Ctrcet, Harrisburg, PA 17102 Th:;t ;1'. 'l1ch Ex~<:::.~to~_deponent is familiar with the affairs of said estate and the property constituting x E..,. TO I~-IH)MIN I ST RA TOR) the asseh there,,' ""d 1Ill;;r rail' market value. Tiwl Jt the lll11e or death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agen: or dt.:puly of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exceptio!l of the following: NAM~, j..,..'~L' .r" IN.,;,,iHI CH 0 n~_~RESS 0 ~ BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OFJOINT E.CEUENT RENTED A S.-<FE DEPOSIT BOX IN N AM E 0 R N AM ES 0 F HOLDERS TO DECEDENT oJ,.B....Manch Vincent Maraaliotti --.---...-- -"-- --------..----' '--""-'--- - CCNB - En That the contents of said safe deposit box or boxes are itemized under Schedules wi th the exceptioll of the rollowing, for the reasons hereinafter set forth: of this return, That Schedule A attached hereto and made part hereof sets forth fully and In detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the col umn s provi ded therefore the as se s sed valuation of each of said parcels, the estimated market value thereof as or date of death of decedent. Tha t Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of ueath, \vhether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings hanks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death In the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de- ceu:nt, all obligations, whether by statute or agreement they are designated as tax free, of the United States, or anv state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; "" "L"'Hll6 "PI'"'''' )",.\CCI'Y, "i:vtfWdft, pictures, books, works of art, household furniture, horses, carriages, aut01l10!1iles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claim, due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment or money of which decedent died possessed, of whatsoever nature, with interest thereon, if any. ~jving the face value and estimated fair market value thereof, and if such estimated fair.market value be less than the face value. it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate h.n:j life insurance policies carried by decedent; all annuity and endowment contracts the proceeu,; of which \llyable upon the death of the decedent; all and the corporate stocks and dividends due thereon and l1npaii "dale of del.lth, bonds and accrued interest thereon to the date of decedent's death and olhel '.!' '. ' . ';"Nned by the decedent at the time of death, with the .market value there- ofatsucblill!l. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of Hie agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers of property, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. TherR is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, inclurling funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledgerl for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .........ai.... ...../...7.. day Oif{' . J n.1J.ar.y \ ~ i ,\ ......... ........ ,.qd'4~ {d/ /)~--0 m~ . . ~, . . . I",' .. ~"1r""':..~ ........... 19.........7.9 . / 7L,.t// /. / /' ' .' .. . ~r I / ....L.& -..' . . . /. C..c.c/c --t.. ..>::;-;.....L~~-r.:.'~..:':...:..J....;.-::.'-.-:.:..~:.:....~..:...........................:....../:. .................-... ( ExeC1Ltor-A:fhtl.~t0U .......1..7..l9.....N.......Er.ont....S.tr.e.e:t.......................................... (Street Number) ....Har(~~~b~r.t;~:~J-1~~ ............... ,~ .... , c-,,"', NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisterl securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has oeen properly completed as above-directed. RC C-34 (4~7 3) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT j:)( / SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant.in common with another or other, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wi th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule II F" and must not be deducted from this schedule. (1 ) (2) (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTlMA TED MARKET VALUE 109 Miller Street, East Pennsboro Twp. Cumberland County, Pennsylvania, being a 1 story stone and stucco ranch dwelling. See Deed Book "V", Vol. 25, Page 324 '" /' fI~,80. '- 50,500.00"" D'~ NEW JERSEY owned real estate - Lots 19 and 20, Block 340.4, Official Tax Map of, Berkeley Township, Forrest Hills ~ark~y Bayville, New Jersey - vacant lots - $2500.00 50,500.00 50/Soo.00 Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. .- Rec -35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time or his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name or the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the ract that they are not or the administered estate. Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household goods, and rurnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certiricates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or riduciary in said capacity, partnership interests, interest in anyundistributed estate or or income rrom any property held in trust under the will or agreement or another, even though located outside or the State, at the time or death, should be listed in this schedule. Item No. ITEM List and describe rully 1972 Oldsmobile Coupe - Mfg. No. 3G7U2Mlll149 United States #R37300406E #D88020009E - #D880200l2E - #D880200llE - Series E $200.00 - $500.00 $500.00 - $500.00 - Bonds issued issued issued issued June June June June 1965 1965 1965 1965 First Federal Savings 3 -Loan Association Certificate No. 218-600428 - issued 4/30/ 4 Principal $20,000.00 plus accrued interes $418.52 Dauphin Deposit Bank & Trust Company Certificate #32-03-728577, issued 7/9/75 Principal $20,000.00 plus accrued interes $52.42 Cumberland County National Bank & Trust Co. - Checking Acct. No. 320-1513-3 Cumberland County National Bank & Trust C . Certificate No. 36-12463, issued 12/17/74 Principal $20,000. plus accrued interest $145.00 Cumberland County National Bank & Trust C . Certificate No. 36-15401 - issued 2/24/77 Principal $10,000.00, plus accrued intere t $114.79 Cumberland County National Bank & Trust C Certificate No. A 9142 (formerly Duncanno National Bank) Principal $10,000. plus accrued interest $170.68 Cumberland County National Bank & Trust C . Savings Account No. 032-120348-1 $19,287.86 plus interest $71.34 Wellington Fund - Certificate No. KC 4796 1374 shares issued 7/8/74 at $8.95 Wellington Fund - 233.759 unissued shares Account No. 537316002 at $8.95 32 personal paintings by Vincent Maraglio ti Decorative value UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) " Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page or this return. RCC ':'35 RESIDENT DECEDENT SCHEDULE "B" - PAGE 2 PERSONAL PROPERTY '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be li~ted under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undis tributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1978 real estate tax refund on sale of real estate 112.7 Remainder Household Furnishings sold by Brickner's Auction House - see attached Household Furnishings: Tea Cart - sale price White Chest of Drawers -sale price Wheel Chair - sale price " 1,694.40 Insert this total opposite "Personal Property", Schedule "a" in the "As Reported" column on the last page of this return. x X 13.?tJ81.;J.y ) > RCC- 36. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFEItS RESIDE~T DECEDENT (1) Did decedent, within two years of'death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration theref'or? (Answer yes or no) no (2) Did decedent, within two years of death, transf'er property f'rom himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) no (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's heal th at time of making the transfer. (Note 1). (c) Cause of' decedent's death. (Note 1). (4) Did decedent, in his lif'etime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take ef'fect in possession or enjoyment at or after his death? (Answer yes or no) no (a) Was there any possibility that the property transferred might return to transf'erer or his estate or be subject to his power of' disposition? (Answer yes or no) (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does no t in fact end before his death: (a) The possession or enjoyment of or the 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 transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) no (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, 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 (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) no NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of' transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. NONE N~ RCC-37' . (12-63) COMl\IONWEALTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY aye an interest, vested, contingent or other- are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Vincent MarIotti Son Yes Of Age 10% Sh~ffi~~id MA 01257 Vivian Cannavaro Daughter Yes Of Age 10% 36 Crescent Terrace Bedford Hills, NY 10506 Iris Guarducci Daughter Yes Of Age 10% Stony Brook Rd. Great Barrington, MA 01230 Children of Vincent Marlott : Michael Eugene MarIotti Grandson Yes 11-27-57- 3 75% Fink Rd. Sheffield, MA 0125 Jonathan Emery MarIotti Grandson Yes 1-22-66 3.75% Fink Rd. Sheffield Ma 0125 rhi 1 nrAn of 'Vi vi;:m r Pamela A. Schrenkel Granddauqhter Yes 12-8-43 3.75% 4 Griffing Av.Danbury, CT OE 810 Christine Rovnak Granddauqhter Yes 10-8-48 3.75% R.D.2,Horseshoe Rd. Millbro( k, NY 12545 Ronald T. Cannavaro Grandson Yes 4-1-52 3.75% 16 Crestdale Dr. Danbury, CT 06810 Peter R. Cannavaro Grandson Yes 12-4-56 3.75% Maple Hill Rd. Salt Point, ~ Y 12578 Children of Iris Guarducci Adrianne Gardnpr ~ ~ YP~ i. ?l:ii i 7l:i~ Stony BrOok Rd. Great Barr ir gton, MA 01230 David M. Guarducci Grandson lYes 2-10-55 3.75% stony tirOOK Ra. Great BarrlI gton, MA 01230 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .... o . ....."'.... ~<'ll: t;;: c: '2 2: E .... Q) ::s E-- _ Q. 0 ~ E u ~ 0 = ....u"O ..8~Q) ::JVJt:: u ;::l 0 ~E~ f::l, p:: SUMMARY Real Property .................................................... ......(Sch. "A") Personal Property................................ .......... (Sch. "B") Transfers ........ ............................................ ..... (Sch. "C") Gross Taxable Estate (2 ) (As Determined) ( 1 ) (As Reported) $... . $.. $ $ $ $... $ $ $ $ $ $ E-- "0 Z ~ .... ~ :'" CIS :rJ ...;l Q) ..,.. ~ ;;.-. ~ u < ~ .~ rJ} CJ) ~ - - < -< CIS Cl: ~ ~ 'S =- ~ 0 CIS =- ~ ..:: < Iol -< Iol :I: :I: ~ ;;, '" (-< ~ (-< f-o c Q ~ :r: "" .or: '" z <:3 0 f-o Q:i ~ Z f-o CJ) p.. ~ ~ ...... f- ~ 0 0 Cl: ...c c ~ .:: 0 0 ~ ~ '.c ~ (lJ ~ 0: f-o ...... ::: Cl: .b f-o 0 c '" -< ...... .c- o 'S - 0 E 'E "" (lJ S '" - .... 0 c ~~ ~ 0 ...:l U U ~CC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" - PAGE 2 BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY aye an interest. vested. contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH r-..."'nrl,.....h i 1 rl...on of vi vi rln William J. Schrenke1 Gr. Grandson Yes 8-17-65 2.50% 11 ,...~~ ++~ ~~ 7\TT~ ~ .L r'T' nh~l(l ...- -J. ,... <::,..."1-. , . , ~r. .:'l.:'l .'- .... v~~ ?_7_71 ? t:n9-, ',- Ll r::...iTTinrr Z\.uo I"''' rrr nhHln 71 Tn, 7 T ,... --. .1?~ , ~;L. ~ ~ . VOC!. 7..? .7? ? .;n9-, J. ~ Ll r-...i1::1::o Z\.uo n - .- rrr Ofi810 Dpnnis R RO'\Tnrlk Gr. Grandson Yes 10-1-72 2.50% R. D.2,Horseshow Rd. Mi11br l>ok NY 12545 Jason N. Rovnak Gr. Grandson Yes 12-16-74 2.50% R.n ? TT ,"I-.~o RrI. Mi 1 1 ,NY 12545 Ri,...},,,,...rl R - ~r ,.......~~-'lC!.nn Yp!=: S-fi-7fi 2 SO% , c:. . r:l ~ , ~ n~ r'T' nh~1n J. Catherine E. Stroup Friend Yes Of Age 15% 12 Charles St. Highspire, P 17034 M~","" ..::I 'Ric:hnn ~ rh;::lrir;:cJ'hlt= Voc:. S9-, T. Da1ev, for Catholic Miss on Board of Diocese of Harrisb ~rq Salvation Armv of Harrisbur< rh;:cJr; r;:cJ'hl {:. Voc:. S9-, 1122 Green St. Harrisburq, )A 17102 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .... -: -St.I.l1"""'4 ~<r:'lt ~:: ~ 'a ~ E .- <l) ;::l E~o '0 0. <> ~ g ~ 8<>al "5~t: <> ;::l 0 ~ E ~ ~ ~ Real Property Personal Property Transfers SUMt-.1ARY ( Sch. "A") . (Sch. "B") . (Sch. "e") ( 1 ) (As R('ported) $ $ $. $ $ $ jr \L. (As Determined) $ $ ~ $ $ $ Gross Taxable Estate r- '0 Z <l) .... ~ '" t1l - <"J .J Q) ;; <l) ~ >< <> ~ <l) ~ ~ Cl - ...... ~ < o:l l:l: (J:; ~ '0 =- p.. 0 o:l =- p.. > ~ w < w :z: :z: ~ >. l-< ~ l-< r-< ~ Q ~ :r: ... -< ~ z. 0 0 r-< v ~ z r-< (fJ p.. ~ ~ ...... !- ~ 0 c l:l: i: (J:; .z 0 -Sl =- .... ~ iC ~ c::i r-< ...... > et: .... r-< c ... ...- i: .2 -< ...... .c' 0 0 E ~ "" z :: ~ 0 ~ ,.. 0 ~ -< ~ U U .. ;-1(' C-:;s ;lr~ I ] ll:\ l' PECEDEr\T SCHEDULE "E" JOINTLY OWNED PltOPEHTY l'::.'."l'!t)\V!':\LTIl I1\' 1'I':\\'~YLV\NL\ ,': \\:~;~'il I \ 111:1 1I '1'.\\('1< 1'\\ l\STillTTIO\S: Tltis seltl'dule must disclose all property, real and personal, owned by the decedent Jointly wi tll another or otlters, including intangibles, standing in the name of the decedent and others. List real pstatl' first, as entireties, or Joint tenants, giving brief description, as indicatel~ under Schedule "A", plus tlte date and place of' record of instrument effecting vestiture, but do not include entireties or out or state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address amI relationship (ir any) of co-owners to the decedent. Description of Property, D~te of Acquisition, Name I Address and Relationship of Co-Owners, and Place i of Record of Instrument, where Real Estate. ! Un;~',~ t Ip p'erce~tage-! Est~te Value Share Valuation - - DEPARTMENT CAUTION-Do In This VALUATION not Write Space. Value of Decedent's Interest Value of Entire Property NONE I I I I _li_ Insert this total opposite ",]ointJJ (Jwnp(l Property", 'Ce;" ,)p "Eff in the "As Heported" COIU;'lfl on t'", last oa;~p of' tlds n'" NONE N~; L. J R E V-S 18 (8-78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY Pl.EASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT John H. Purcell 1719 N. Front St. HarI'isbul'-g,--P.^. 17102 (Executor or Adm in i strator) In Re: Estate of Vincent r'laragliotti Cl1mner)<3nd County - File No.~ 7 g 2'10 Dear You are hereby notified that the Original appraisement in the estate of Vincent Maragliotti has been filed in the office of the Register of Wills of C"Illberland County on 28 t1arch , 19-1...9.., Said appraisement reflects the following valuations: Real Estate 50,500.00 Personal Property129 ,089.24 Transfers_ None Jointly Owned Non~ T ota I ________~l 7 9 , 5 89 . 2 4 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any 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 charged. Any party 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. i ------- Date 28 Uarch 1979 Signed \.--e...-~ ~- ~ ~~) ~--'" Title Anmirdstrati"e Offic€lr ,,I ,/ I ,..--~------- Note: This is not a bill. .\tEV-AS7 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT 0"",,- 3-1 ? Po I 7 Q Cumberland 21-78-240 COUNTY FILE NO. Whereas, Vinnont M::>Y\::lglif"'\++i late of F. ppnn~"hf"'\1"n in the County of C umb e 1" 1 an d Commonwealth of Pennsylvania, havi.ng died on the 22 n d day of A P 1" i 1 19 -1.3, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulgini ti , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the sai.d estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the eXPiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for I nl"'eritance Tax Purposes $ Re .=11 Estate 50 500 00 n~_____, D~_n_~-4-.. l?Q ORQ ?4 ~YO::ln '" fOp.,.,,,, !\Tf"'\no .T f"'\ in + 1 v Own p cl Nf"'\rtf' 'T'_ -4- ~, Il7Q<;Rq ?4 Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this ? R tn day of M::l yo f' 10 19 ....]j)". \ .p", +--uO~ Appraiser HaT'T'isburg (Number and Street) (Post Office) . Penna. :>, CJl ..... ~ "0 t-: s::: z <I> ::s w CI) ~ 0 l'll :2: <I> a::t ....... U w C) r--; <I> rJ) Q crt ..c: <t r-( (); w -c a: .,-t 0: 0l ~ ::> 0.. +-': .-i r-l: ~ Z ':j.- 0.. <( +-: oM W \'( X 0: H > <( <0... .r-J: a. ~ CD: W ~ 0 .-1 <!j ~ a: .....~ .....~ b:J <0... .....; s::: s::: ~ W <I> ~ 0 N ~ <1>- LL "O~ () ..... 0 <I> <I> l'll H <I> ~ 0t C) .. ~ ~ ~ Z ..... ..... ~ ~ C- ~ <( ~ rtl l'll ~ ..... ~. I- ~ ~ ~ ....:J <i> <I> 0 Z 0 CI) CI) "0- ~ <I>~ a. 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