HomeMy WebLinkAbout02-15-79
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Sl - / ~ -.- 7 ?
~ l-~?:- ~ ('7
RCC-33 (4-73)
RESIDENT DECEDENT
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
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Reuenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Cumberland
} AFFIDAVIT OF
EXECUTOR
ADMINISTRA TOR
IN THE MATTER OF THE ESTATE OF
Florence A. Unger
(STATE FULL NAME OF DECEDENT)
Late of
County
State of, Pennsylvania
County of Dauphin
Mark Unger
},
Executor
mei1l\~*N:K*
Decedent died
of the estate of the above-named decedent being duly sworn, depose and say
May 12 , 19~{testate leaving a last will, copy of which is hereto attached. }
(MONTH) (DAY) (YEAR) Ki(~
Name al>d address of attorney or }
other outhol"ized repres,entotive to whom
all corresl'e,ndence should be mailed.
John s. Oyler for McNees, Wallace & Nurick
Box 1166, 100 pine street, Harrisburg, PA 17108
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EX E CUTO R-ADMINI ST R A TO R)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box regis tered in decedent's individual name, or jointly wi th, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the !\,llowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX INN AM E 0 R N AM ES 0 F HOLDERS TO DECEDENT
Commom.vea.L"CD 1\Ja"C10na.L tlanK Decedent & Mark Unger ::ion
Cedar Cliff Branch, Camp Hlll, PA
That the contents of said safe deposit box or boxes are itemized under Schedules B & ~f this return,
with the exception-of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in tht: 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
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That 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
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trus t companies, or other ins titutions, whe ther individually, or in trus t for any other pers on 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-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all we:aring apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, 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
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving 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 from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of tht: dale (If death, bonds and accrued interest thereon to the date of decedent's
death and other investlm~nt S,-:Ul" '" ,h'd by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of close or famil v ('orporations the val es t d
" . . , u . repor e are as far as
poss~h]t' Substantlated by financial statements of the cClJ'porations, showing the assets and liabilities
thereof IlS of the date of death. The schedule also sets forth the <nterest ~ '" '" .
. ~ 0, ,.ece,.ent at the time of
neath II! any co-partnership or business, and in support of the value of such interest there is annexed to
sa id sChpd1l1e, financial statements showing the assets and I iabilities of sa'''' h' ,
. '. . . I" co-partners ~p or 1,uslness.
A "op:; of tlw co-partnership agreement, (if oral, a statempnt setting forth the t f t' . )
. ... '. naure 0 .\e do-rpement
tOQ,f_' ~ {,ith a statement setting forth the character of the business, its location, and such ot~er facts
1'el't ni to the business as may be pertinent to a fair and just appraisal of the decedent's interest
the", De submitted. It should also set forth in itemized form together w<th the fa' k t 1
, '. J -.I.. lr mar e va lIe
th.,r' other property owned or bequeathed by the decedent at the time of death.
>Ii" ScherYule C attached hereto and made part hereof sets forth a true answer to each inquiry
eU'fytJtlLPd j'eln and in the case of transfers of'propertJ', real or personal, within two years of decedent's
de. eil, 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
relationsldp of the transferees to the decedent, the proporUonate share received by each transferee and
all other facts of a pertinent nature regarding sairi transfers. In the case of transfers intenrieri to
take effect in posseSSion or enjoyment at or after death, there is also attached to the schedule a cOIlY
of the deed, trust agreement or other instrument creating the trust. Ther,~ is also set forth in said
scherlule a list of all property, real and personal, with its value, which passes at decerient's death by
vi rtue or the exercise by decedent, either individually, or jointly wi th 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 Hl1
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
contain:" It statement showing which of the beneficiaries named in tlle decedent's will, if any, died prior
t.o dec'cdenL, the dates of their death, their issue, find the relat.ionship of such issue to thp benen ciary.
That Sc/1edu/e E attached hereto and made a part hereof sets forth all llroperty, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, st.anding in the name
of the decedent and others, plus the date and place of record of instnunent.s effecting the vestiture of'
real estat.e and the date of acquisition of personalty, plus the name, address and relationship, if anv,
of co-owners to the decedent.
That Sc/1edu/e F attached hereto and made a part hereof sets forth fully and in (letflil fill rtebts
and deductions claimed for and on behalf of this decedent's estate, including ~\neral expenses pairt:
family exemption, where applicable; costs of administration of this estate; counsel f'ee)s and fudiciH.ry' ".
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkeJ's, 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
G51 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed o'oligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or deht is less than thp
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and tha t
the amount. of tax assessed ca.n be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "CO, "E", ami "F" as directed therein,
have been carried forward and properly registered in the Swmnary.
')
Subscrib€d and sworn to before me this ./~.........
~l
................................... . .. ...... day Of:;.~U..L.UZ"!j/. ........... 19,.7,9....
(~) '1 ~1 " / . 1)/,;/: . .//
..~~~?4ZLLI~...~T\NE RI(!EN" ................
NOTARY PUBLIC. Sta'e of N. Y., Monroe County
"". r:..~;," r,hr"'; ,0 19 79
My Ccmm,:..s,l.,.;r1 i..^r';,e~ ,\"... ....1. ...., ""7--
.M.<:l:~~.....Y.:~g~.J;.......~...~:.
(Executor-Administrator)
1800 Lambs Gap Road
.............. ,......................................................................................................
(Street Number)
Mechanicsburg, PA 17055
. .-->......................., ..................
(City or Town and State)
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 unlisted seclJrities.
securi ties of close or family corporations or an interest in any co-partnership or business, that the
rlata anrl statements requirerl under the paragraph above relating to Schedule !lB" are attached. Also make
certain that collmm #1 in the "Sllrmnary" has been properly completed as above-di.recte(l.
RC C-34 (4.731
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU elF COUNTY COL.L.ECTlONS
TRANSFEF1 INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE ccA"
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 pre,perty 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 0 reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
creSi also 51~atement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not b. deducted from this schedule.
(1)
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
House and lot 1171 Shoreham Road
Camp Hill, PA (Decedents' Residence).
Value at sale on October 23, 1978
..--'
$48,750. ()'t)
Insert th i s totoll opposi te "rea I property", Schedu Ie" A II in the X X X X X
"As Reported" column on the last poge of this return.
$ 4 8 , 7 5 0 . 0 0 "-\ B ) <-I S 0. 0.:l
/
3100 M8rket Street . Clmp Hill, 'a. 11011 . Phone: 781.70
CLOSING STATEMENT FOR REAL ESTATE SALE
Location of Property 1171 Shoreham Road. Camp Hill. PAt
Date 10/23/78
Seller---WNGER. ESTATE OF LEONARD & FLORENCE
Purchaser_ LONG. Frank H. and Elizabeth S.
GRANTOR Due Seller Deductions
Selling Price 4'aj iSQ. 00
1% Trans'fer Tex ~8'l 50
Broker's Commission _ 3.3 V C; ..!:1-Z~
1 cry oj -ab 1L Y~,'150 .~.. -0
......
Deed Preparation .' - J. (~ll~l.rf'\c.. .....r- -~
Principal Balance
Satisfaction of Mortgage - Interest
Satiefaction
Mortgage Placement Fee
jCl'lB S c.;.hool fl., f. +0..... 375 q?
IJJml t/ 1:&$ ~ ~lO
U/to't~- Or!:? ttb1 fl~ ~1~ ~O
l15~tJ J/- OC'(.f'lb; f)eC- /2 CZJ
PRORATIONS " "
TUDe Y Am~t P.,.n_ It.A
,r;Jl~/;/ If;1 .If;: _1:5 From /tJb TO/.?-!XJ !Jf f 99
County /91.1 1{1; t ~ From ;(] /;3 To J~/;dlz /;} y&
School /771?~ 11 375, 9/ From ~hA To "~/;j ~1 l5r
From / I f
To I
!Sewer Ol~..r /fJ() v Jtjn From/()h To ;:/Ja ~f 1~ td
jJc-~
Trash rJCT; Jlj~ /2 tfO From /03 To /~I;.jr 9 Vo
IJh
, 09 -
TOTALS 41 rJ~ 1 7T :t
.~
LESS DEDUCTIONS ?I ~'Yrt AI, ~. ,2ttf~ 97
~ " I
BAl.ANCE DUE / f /1,1 d IvZ
'" ~
c: ~ /rJ I -f' ~ ~d & 1:2-
:Jproved: /C/ ---.- .." In approving this Closing Statement For
f I Real Estate Sale, I/We hereby acknowledge
!/ V1~ ~ ~r!J/A
77 that we have read, understend, and approve
/ f!!tWi f~ 1Y^L--- the above information and ecknowledge
receipt of a copy thereof.
)
PC'~ -?::
CO~WONWBALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Item
No.
1.
2 .
3.
4 .
5.
6 .
7.
8.
9 .
10.
11.
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 listed 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 es ta te or fiduciary in said capaci ty, partnership interests, interes t 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
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
4 Sh. Jewel Tea Co., Common NYSE
519.123 Axe-Houghton Stock Fd. Common
Mortgage to Mark Unger, dated October
25, 1976. Principal $32,594.00 at
5 1/2% payment due first day of each
month. Principal balance due at date
of death $30,700.00. Interest due
$55.51.
Checking Account #142-922011-2
Commonwealth National Bank,
Harrisburg, PA
Savings Account
Press Credit Union, New York, NY
Savings Account #214-37556-8
First Federal SIL, Harrisburg, PA
Savings Account #11232 First Federal
SIL, Harrisburg, PA
Sixty-one (61) E-Series, U.S. Savings
Bonds
1974 Audi 100 LS
N.A.D.A Used Car
issue
Household furnishings (Appraisal
attached)
PM Life Insurance Policies #6l3G and
6l3W, No named beneficiaries
1 .6250 .."'- '78.5
.46 3,353.54
.~
v...J '"""7 j
~, 647.6
" \.
\.! . ',' '\
_:-l'v' 4,677.4
""'-.
1,674.05
"
~16,053.85
3 , &5 8 . 6
Sedan - Value per
Guide, May 1978
"-
~2,675.0
1,028.0
2,009.4
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of' this return.
x X
66,S:Ll.66 L,l,) ~\ \ , (; l:
E-Series Bonds
A. Mr. Leonard A. Unger OR Mrs. Florence A. Unger
$25.00 Denomination
lmgust 1942
September
December
February 1943
l\pri 1
May
~ru1y
~ru1y
~ranuary 1944
February
February
March
March
A,pri 1
october 1950
January 1951
January
February
February
March
March
April
April
May
May
June
June
June
July
$71.S~
71. SY" /
70.60//
70.69" /
70.69""/
70.60//
69.5:5' /'
69 . 5 3~
69,39 '/
6 s.. 39/ /
6a.39'/
68.30//
68.30//
68.3g//
57... OY _
56 .:O~
56.05'" /'
56 :05" /
56. O~ /"
56.05/ /'
56.0S/"/
56.05/ /'
56. OS"',./
56.05'/
56 . OS"'/,
55.00//
55.09"/
55.09"'/
55. Or
July 1951
August
August
september
september
October
October
November
November
December
December
December
January 1952
January
February
February
March
March
May
May
July
July
August
August
September
September
October
October
TOTAL
B. Miss Florence Luckzus (Unger) OR Mrs. Anna Luckzus
$25.00 Denomination
September 1942
November
June 1943
December
TOTAL
71.8~
71. 850-
69.53-" /'
68.3V
281. 62
c. Mrs. Florence Unger
$100.00 Denomination
september
Oc.tober
November
1976
81.0~~
80.7L./
80.40~
242.20
Total Sec. A
Total Sec. B
Total Sec. C
TOTAL
55.0~
55.09
55.09 /
55.09 /
55.09
55 . 0 9/
55 . 09/'
55.09
55.09/
54.13
54.13
54.13/
5 4 . 13/
54.13/
54.13
54.13
54.1Y
54.13/
53.92--
53. 92/
5 4 . 0 5/
54.05/
54.05/
54.05/
5 4 . 05/
/'
54.05
53.00/
53.0e/
3,334.87
3,334.87
281. 62 /'
242.20
3,858.69
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RCC-43(5-76)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
A,DDRESS
Dauphin Deposit Bank
213 Market Street
t[arrisburg. PA
Z,IP CODE 17191
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
,A,CCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT Savings ACCollnt :I/: 12-17072
NIAMES ON ACCOUNT OR
II~V ESTMENT Florence A. Unger
Mark Unger
CIATE OF DEATH May 12, 1978
[)ECEASED JOINT DEPOSITOR, TRUSTEE
CIR INVESTOR Florence A. Unger
ADDRESS 1171 Shoreh~m Rn~~
Camp Hill. PA
COUNTY Cumberland
ZIP CODE 17011
S,URVIVING DEPOSITOR,
E~ENEFICIARY OR INVESTOR
Mark Unqer
ADDRESS 1800 Lambs Gap Road, Mechanicsburq, PA 17055
RELATIONSHIP TO DECEDENT Son
[)ATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Hay 27, 1967
IBALANCE, INCLUDING INTEREST
PAYABLE, AT DATE OF DEATH $ $970.79. interest 111.41
~~~'t~p:L~ ~-E-iuLP.'(
~.- SI AT ~
Assistant ViCR P~Rsident
TITLE
..~~.~......
.J.,'p. \,
, '.
.
"-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
t.
RCC-43C5-76)
NOTE: TO BE SUBMITTED IN TRIPLICATE
RE:PORTING FINANCIAL INSTITUTION
A[)DRESS
Commonwealth National Bank
1510 Cedar Cliff Drive
Camp Hill, PA
ZIP CODE 17011
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
hE~rewith submit the following report:
ACCOUNT NO. OF JOltn, TRUST OR . ." 0' ~ . /i /~/-:vt:::) /C)C)..;::V?.:;-~:
INVESTMENT DEPOSIT (1) Checking Acct. #/<<-?- r~!c)I/-r( (2) Savings Acct. .2V-7--3-6-4
NAMES ON ACCOUNT OR
INVESTMENT Florence A. Unqer
DATE OF DEATH May 12, 1978
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Florence A. Unqer
AIDDRESS 1171 Shore ham Road
Camp Hill, PA
COUNTY
ZIP CODE
Cumberland
17011
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
A--?r (1 _
ADDRESS
RELATIONSHIP TO DECEDENT
DATE INVESTMENT WAS ESTABLISHED ,
:~TNHE~~c~i~~61~11~~~iJoOiITO~'1)J:";;/~~?J /f:7//-c.? (2) /~~~./f')
/
BALANCE, INCLUDING INTEREST (1) ~ .c.//( C;' ,.~
PAYABLE, AT DATE OF DEATH $-? /' . j?<J
'L
( 2) ~ "qJ /6;-:7'- ..... --c7, e,..C.; ,,---;~____a__''/
cr ~,::)--:::::<;.../-?'cI'"
Rc;t/t~: ~L
. SIGNATURE ,;::::T
/? --7 L5/~-
4?'G/~/d' h/r. // 0~4:?v
'TITl:E / ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RCC-q3(S-76)
NOTE: TO BE SUBMITTED IN TRIPLICATE
I~EPORTING FINANCIAL INSTITUTION
ADDRESS
~irst Federal Savinqs and Loan
234 N. Second Street
Harrisburg, PA
:tlP CODE
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
,A.CCOUNT NO. OF JOINT, TRUST OR C I 0 SED ACe 0 D II 'I' S (5/15/73)
INVESTMENT DEPOSIT (1) 2-16-608909, (2) 3-1581, (3) 2-16-203029
I~AMES ON ACCOUNT OR
IINVESTMENT Florence A. Unge:Jt Susan Unier, Mark Unger
DATE OF DEATH May 12. ] 978
DECEASED JOINT DEPOSITOR, TRUSTEE
,OR INVESTOR Florence A. Unger
ADDRESS 1171 Shoreham Road
Camp Hill, PA
COUNTY
ZIP CODE
Cumberland
17011
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR (1)Su88n TInger, (;:>)MA,..\r ~9 TTngpr
ADDRESS 1171 Shoreham Road. Camp Hill. PA 17011 (as per our records)
RELATIONSHIP TO DECEDENT (1 ) daughter (2)son
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING OEPOSITOR'(l) II
BENEFICIARY OR INVESTOR 7 7 75
BALANCE, INCLUDING INTEREST
PAYABLE, AT DATE OF DEATH $
,/'(:2) l.J.j J../ 7 (,
/ '/
(1 )$12,382;'Q1"(2) S4,694.80
/'
(3)10/7/74
(3)$7,859.01
7 / // /
/ . -y<
" )Vl{ ,) ,/( . .' ,It 7, ,C'---,
, S~GNATURE
SAVINGS COm1SELOR
TITLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RCC-43(5-76)
~IOTE: TO BE SUBMITTED IN TRIPLICATE
~tEPORTll-IG FINANCIAL INSTITUTION
;,DDRESS
First Federal Savings and I.oan
?3L+ :;. Second St.
T:cJrr~.,~'burp 'I PP..
2~IP CODE
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
~,CCOUNT NO. OF JOINT, TRUs-r OR
II~VESTMENT DEPOSIT (1+) 1-11232,
C P E K ACe 0 r N T S
(5) 1-15852, (6) 214-37556-8
~IAMES ON ACCOUNT OR
INVESTMENT F10rence A. Unger
[)ATE OF DEATH
11ay 12, 197Q
I)ECEASED JOINT DEPOSITOR, TRUSTEE
C>RINVESTOR T'Jo!'ence A. TInger
ADDRESS _ 1171 ShorE-hilT" Road
Camn EiT}, PJ~
COUNTY Cumberland
ZIP CODE 17011
SURVIVING DEPOSITOR,
ESENEFICIARY OR INVESTOR
Accoun t s (J+)
/
& (6) - Individual Acats.! #(5)-F'orenc0 ~. Unger,
( Cu::::,t0,.,ian fc,r S~.~E:t;,_!: rngPi
ADDRESS
I~ELA TIONSHIP TO DECEDENT
[)ATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR,
13ENEFICIARY OR INVESTOR (4)5/9/60 (5) 718/63 (6) 6/1S/77
BALANCE, INCLUDING INTEREST
PAYABLE, AT DATE OF DEATH $ (4);t,16.053.85 (5) ~2.896.78 (6) 111,674.05'
; ~) /
cZ J/ L{ J SIPN:T~~" /"" ~'--
,C,l,'lIl'iG,S CCrT'JS~ OR
TITLE
Phol'e 234-8838
;.
<!Lol. liarry it. lIimrr
Auctioneer & Appraiser of Real Estate and Personal Property
Harrisburg's Only Full Time Auctioneer
1919 Brookwood Street
Harrisburg, Pa. 17104
June 13, 1978
To whom it may concern:
I, the undersigned, appraised the following items in the
estate of Florence A. Unger, 1171 Shoreham Road, Camp
Hill to the best of my ability and have no interest in
same whatsoever.
LIVINGROOM
sofa
step table
pro white lamps
leather top table
table lamp
red chair
sm. stand
stereo
green chair
floor lamp
chest
bookcase
mirror
asst. pictures
odds and ends
DININGROOM
diningroom suite
contents of china closet
contents of corner cupboard
KITCHEN
cabinet
refrigerator
stools
contents of cupboards
DEN
sofa
table
lamp
$ 30.00
10.00
10.00
10.00
5.00
15.00
3.00
50.00
10.00
15.00
20.00
15.00
5.00
25.00
10.00
100.00
25.00
20.00
10.00
60.00
8.00
20.00
40.00
5.00
3.00
rug
bedroom suite
sewing machine
1 amp s
odds and ends
bedroom suite
rug
chair
lamps
ches t
odds and ends
bedroom suite
lamps
bookcase
odds and ends
polisher
washer
dryer
letter file
assorted tools
dehumidifer
file cabinet
fan
T.V.
assorted books
odds and ends
lawn mower
sweeper
2 bikes
spreader
cedar cabinet
-2-
BEDROOM
$ 5.00
40.00
10.00
5.00
10.00
2nd FLOOR EAST ROOM
50.00
3.00
2.00
3.00
50.00
10.00
WEST ROOM
40.00
3.00
40.00
20.00
BASE~/1ENT-LAUNDRY ROOH
5.00
10.00
10.00
15.00
15.00
FAMILY ROOH
10.00
15.00
3.00
10.00
5.00
10.00
GARAGE
15.00
5.00
20.00
5.00
10.00
o
luggage
ladder
cabinet
assorted garden tools
odds and ends
-3-
c~ ./~VVV-~ vrn.~,-/
Col. Harry M. Wimer
Auctioneer and Appraiser
TOT AL
$ 10.00
5.00
10.00
15.00
10.00
$1028.00
RCC-3b
Cl1MM()\IJ\EA.LIll l1F PE~t\~YIXA~I!\
THA\~FFlt I\HFIHTA:-\CE TAX
SCHEDULE "e"
1'J{\:-\<;;FEns
I\ES IDE\ T IlFCEDE\T
(1) Did decedent, within two years of death, make any transf'er of' any material part of' his estate, without
receiving a valuable and adequ'lte consideration therefor? (Answer yes or no) No
(2) Did decedent, wi thin two years of' death, transfer properLY from himsel f to himsel f' and ano ther or
others (including a spouse) in joint ownership? (Answer yes or no) No
Ul) I f 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 lifetime, make any transfer of property without receiving a valuable or adequate
consideration there(Qr which was to take effect 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 transferer or his
estate or be subject to his power of disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death? No
(5) Did decedent in his lifetime make any transfer wi thout receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not 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
(G) 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 cOHld revert to ctecedent 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 hy 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 trRnsferred, 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 a: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALl'ATION
(Dept. Only)
None
N \p--'-
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
LEITERS TEST AMENT ARY
COMMONWEALTH
COUNTY OF
OF PENNSYLVANIA ) ss:
CUMBERLAND ~
BY THE TENOR OF THESE PRESENTS
I. ........................~~.~.~~~?..~.:.:~~.~~~~~?... ........................ Esq.,
Register for the Probate of Wills and Granting Letters
of Administration in and for the County of Cumberland.
in the Commonwealth of Pennsylvania. do make known
25TH
unto all men that on the .................................................-.. day
MAY 78.
of ................................................................. 19......... at Carlisle.
before me was proved, appeared and insinuated. THE
LAST WILL AND TESTAMENT OF
FLORENCE lJNGER, . ~/f:.(f... )~'~Q~~I~P.E; A.. .1)N9E.R.,.. .J;,~rE. .QF:..................
. . . . . , . . . . . . . . . . . . .. . .
. . .;~~~.\~~. .A.~~:r::r:. i.r?"':0~~r:r~~ ~. . .CY~?~.~P . q9~~:rX,. .~l?I:J1~:SX~~p'IJ+.4).. DECEASED,
(a true copy whereof is to these presents annexed), having whilst . . ~~. . lived at the time
ofI-D':R . death divers goods and chattels, rights and credits within the Commonwealth, by
reason whereof the approbation and insinuation of the said Last Will and Testament, and
the committing the Administration of all and singulal\ the goods and chattels, rights
and credits. which were of the said deceased, also the Auditing the Accounts, and Calcu-
lation and Reckoning of the said Administration to me are manifestly known to belong.
And that Administration of all and singular, the goods and chattels, rights and credits of
the said deceased, and way concerning . I:I~~. . Last 'Yill and Testament, was committed to
K4RF 1JW}ER 0 th od T t t. d
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " mesal es amen name
EXECFTOR h 0 . fi t b d I l'fi d
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. avmg 1'8 een u y qua I e
well and truly to administer the goods and chattels, right and credits of the deceased,
and make a true and perfect Inventory thereof, and exhibit the same into the Registel'S
oftke, in the borough of Carlisle, within thirty days from this date, and also file a just and
true account, cakulation and reckoning of . . . . . .:rrp? . . . " administration when lawfully
required. and diligently and faithfully to regard, and well and truly comply with the pro-
vision~ of the la,,' relating to Collateral and Direct Inheritances. Decedent died on the
. . .1.~J;'l:I. . . . . day of . . . . . . r.Ax . . . . . . . . . ., 19 7B. . ., according to affidavit properly filed.
IIll Testimony Whereof, I have hereunto set my hand and caused the seal of said office to
be hereunto affixed, elated at Carlisle aforesaid, the .......... ~$~~. . . . . .
Nine Hundred and . ~~Y:E.N:~ 7~~~!i.T. . . . . . . .............!................... ...................... .. ..............~..~.- "
Richard E. Anderson, Register
e Thousand
day of . . . . . . . . . . . .1~:~Y. . . . . . . . . . . . . . . . . . . . . ., in
per ......................... DeputJ~ Register
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LAST WILL AND TESTAMENT
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I, FLORENCE UNGER, of 1171 Shoreham Road, Camp Rill,
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't C u.m.ber land Count)', Pennsyl vOlnia, being of soun4G1nd, mEC"tr.ory and
il understanding, do hereby make, publish and declare the following
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as and for my Last Will and Tertament, hereby making null and void:
any and all Wills heretofore made by me.
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FIRST:
I direct my Executor, hereinafter named, to nay
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l' my ju~t debts and funeral expenses as soon as may be convenipnt
il after my decease.
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SECOND: ~ll the re~t, residue and remaindpr of my estat~,
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Ii real, personal or mixed, of whatsoever kind and na ture and wr,ere- I
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soever situate, I give, devise and bequeath unto my beloved hu~ban~,
Leonard A.. Unger, his helr~ and assigns; comB tioned however, th~t!
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lifeti~e, or in the event of hi f !
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Ilde ath wi thin thf: period of three months after :ny death, the said
Ii devise and bequeath of residue shall lapse or be divested, and in
II ei ther event, I give, devise and bequeath the ~aid residue of my
'II
estate to my two childTen, namely, Susan Unger and Mark Unger,
in the event of his death in my
II tbeir heirs and .assigns.
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I declare 1t to be my intention that
should my said husband be living at the exnlret10n of three month~
II from the da te ofmy death, the estate hereby devised and bequea tte~
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to him shall vest in him absolutely and in fee simnle, free cf al~
eondi tlons. I authorize my Executor to 'payout of the income or I
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maintenance of my said husband, as well as the reasonable exnen8e~
nr1nc1pal of my estate, reasonable amounts for the support ann
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Ii of his funeral and gravestone should he die within said period of
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three months.
And in the event that my sa1d husband predeceases
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jl me, or 1n the event that he becomes deceased w1 thin three months I
after my death, I then nominate, constitute and appoint my ~ister,1
.Jean IUlus, as Guardian of the per~on and estates of my ~aid
children during their minority.
!NO LASTLY, I nominate, constitute and appoint my ~ald
husband, Leonard A. Unger, 'as Executor of this ~ Last Will and
I. Testament. And in the event that he .predeceases me or becomes
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i' decensed within three months after my death, I then nominate,
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p constitute and appoint my sister, Jean tf.1lus, as such Executrix.
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IN WITNESS ~~REOF, I, Florence Unger, the Te~tatrix,
have to this my Last Will and Testament, tyoewrltten on two (2)
sheetE of paper securely fastened together, hereunto set my hand
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I ~nd seal this ~ day of ~, A. D. 1956.
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11 Signed, sealed, published and deelared by the said Florence Unger
:, as and for her Last Wiill and Te~tament 1n the presence of us, who
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Ii at her request and in h~r presence have subscribed our names as
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!I wltnesse~ thereto.
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RE V-453 (8-78)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP I
(State full names and addresses of all who (If step-children or SUR VIV ED DATE INTEREST
have an interest, vested, contingent or other- ilIegi tima te children DECEDENT OF BENEFJC,:\'
wise, in estate) are involved, set STATE YES mRTH IN ESTA
forth this fact,) OR NO
.~_._-
Susan Unger Daughter Yes of age 50% Residuar
1800 Lambs Gap Road .-
-
Mechanicsburg, PA 17055
---~.__.~
--".-
Mark Unger Son Yes of age 50% Residuar
1800 Lambs Gap Road
._-~
Mechanicsburg, PA 17055
---'.
Leonard A. Unger Husband No
---"
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----------
Deponent further says that all the above-named beneficiaries are living at this time except below:
.-.
NAME DA TE OF DEATH RESIDENCE
Leonard A. Unger March 26, 1960 1171 Shoreham Road, Camp H
-"---
-~_...__.-
._-
-----.-
~-_.
ill, PA
R C C-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEAL III OF PENNSYLVANiA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schectule must disclose all property, real and personal, owned by the ctecedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property shoulct be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1.
Savings Account #2-16-608909,
First Federal Savings and Loan,
Harrisburg, PA Jointly held
with Mark Unger (Son) and Susan
Unger (Daughter) since July 7,
1975. Date of Death balance
$12,382.01
33 1/3% ~,127.34,/
2. Savings Account #2-16-2030,29,
First Federal Savings and Loan,
Harrisburg, PA Jointly owned
with Mark Unger (Son) and Susan
Unger (Daughter) since October 7,
1974. Date of Death balance
$7,859.01
33 1/3%
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,619.67--
3. Savings Account #1-1581, First
Federal Savings and Loan, Harris-
burg, PA Jointly owned with Mark
Unger (Son) and Susan Unger
(Daughter) since December 2, 1976
Date of Death balance $4,694.80
33 1/3%
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, 5 6 4 . 9 3,
4.
Savings Account #12-17072 Dauphin
in Deposit Bank, Harrisburg, PA
Jointly owned with Mark Unger
(Son). Account opened May 27,
1967. Date of Death Balance
$982.20
1/
50%
491.10
TOTAL ~,803.04
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Heported" column on the last page of this return.
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SUMMAR Y
Real Property _
Personal Property .
Tran:;fers
.::rolnt1y Owned Property
(Sch. "A")
(Sch. "B")
{Sch "e")
(S ch. '" E" )
Gross Taxable Estate
(1)
(As Reported)
$ 48,750.00
$ 66,811.66
$ None
$ 8.803.04
$
$
(2)
(As Determined)
$
$
$
$
$
$
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
JUN 9 1978
RCC-43(S-7b)
NOTE: TO BE SUBMITTED IN TRIPLICATE
RE:PORTING FINANCIAL INSTITUTION
ACIDRESS
First Federal Savinqs and Loan
234 N. Second Street
Ha.rrisburg, PA
ZIP CODE
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
hl~rewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR C LOS E D p, ceo U N T S (5/15/78)
INVESTMENT DEPOSIT (1) 2-16-608909, (2) 3-1581, (3) 2-16-203029
NAMES ON ACCOUNT OR
nw ESTMENT Florence A. Unger, Susan Unger, Eark Unger
DATE OF DEATH May 12. 197R
[)ECEASED JOINT DEPOSITOR, TRUSTEE
CIR INVESTOR Florence A. Unqer
ADDRESS 1171 Shoreham Road
Camp Hill, PA
COUNTY
ZIP CODE
Cumberland
17011
SURVIVING DEPOSITOR,
I~ENEFICIARYORINVESTOR (1)Su8an TTn~er, (2)I,Iark C. Unger
ADDRESS 1171 Shoreham Road, Camp Hi'l, FA 17011 (as per our records)
RELATIONSHIP TO DECEDENT (1 ) daughter (2)son
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR'el) 7/7/75
BENEFICIARY OR INVESTOR
(2)
(3) 10/7/74
BALANCE, INCLUDING INTEREST
PAYABLE, AT DATE OF DEATH $ (1) $12.382.01 (2) $4.694.80
(3)$7.859.01
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TITLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RCC-43(5-76)
NOTE: TO BE SUBMITTED IN TRIPLICATE
RE:PORTING FINANCIAL INSTITUTION
AtlDRESS
First Federal Savings and loan
234 L Second St.
HcUTisbur~t pt.
ZIP CODe
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
hEHewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR 0 r E N
INVESTMENT DEPOSIT (4) 1-11232,
N,~ES ON ACCOUNT OR
IIIIVESTMENT
Ace 0 U N T S
(5)1-15852. (6) 214-375S6-8
FJorence A. Unger
DATE OF DEATH
Nay 12, 1978
C'ECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR Florence A. Unger
ADDRESS 1171 Shoreham Road
CcUi1T: Hill. P A
COUNTY ClJrn"hprl RT'"
ZIP CODE 17011
SURVIVING DEPOSITOR,
EIENEFICIARY OR INVESTOR Accounts (4) & (6) - Individual Acct(f'))-F:orence A. une.:e..r,
C1lstodian for SUEan lTrlg.er
ADDRESS -----.-..
RELATIONSHIP TO DECEDENT
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR, (4) 5/0/60
BENEFICIARY OR INVESTOR .
(5) 7/8/63
(6) 6/15/'7'7
BALANCE, INCLUDING INTEREST
PAY ABLE, AT DATE OF DEATH $
(1+) t\16,053.85 (5) $2,896.78 (6) $1,671+.05
)
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SIGlNAT~E
SAVjr.~G;: CCUNSElOR
TITLE:
R E V-S 18 (8-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF F!ELD OPERATiONS
P.O. BOX ?970
HARRISBURG
17105
IN YOUR REPLY Pl.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FiliNG OF APPRAISEMENT
nark Unger
1800 Lamb's Gap Rd.
Mcchnnic3burg, rA
(Executor or Adm ini strator)
In Re: Estate of Florence A. Unger
r.11Tn"h C:'rlan d
County - Fi Ie No.
21 78 269
Dear
You are hereby notified that the 0 Y' i 2: i n iJ 1
appraisement in the estate of FJol>ence A. IlrlBPj'
has been filed in the office of the Register of Wills of r.l1mherl '3TIr1
County on 4 ApY'i 1 , 19~, Said appraisement reflects the following
valuations:
Real Estate
Persona! Property
Transfers
Jointly Owned
Total
$ 48,750.00
nn,811.66
Nonp
8,80:1.04-
8124-,364.70
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 deoth occurred prior to December 22, 1965) from date of death,
interest at the rote of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may obiect thereto within
sixty days after receipt of said notice os provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Dote
4 ApY'il J970.
Signed
Title _
Administrative Officer
Note: This is not 0 bi II.