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RCC.33 (4-73)
CQaNONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.~e
RESIDENT DECEDENT
COPY OF Will MUST
ACCOMPANY THIS FORM
\ <i
COUNTY OF
'I " I.-
- l l - \" .)
(rnmnRLAnn
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 Re'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
GENEVIEVE E. Hop~rANN
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
ADMINISTRA TOR
County
IN THE MATTER OF THE ESTATE OF
Late of
New Cunhp-rland
State of
Pennsylvania
} u,
County of
Cumberland
Admini s tra tor
KATHERINE H. TULLY
of the estate of the above-named decedent being duly sworn, depose
ExecutodX
and say
.July 15.
(MONTH)
Nome and address of attorney or }
other authori;r;ed representative to whom
all correspondence should be mailed.
(DAY)
, 192JL{~estate leaving a last will, copy of which is hereto attached. }
(YEAR) Intestate
Decedent died
Potert C. Derrick, Esquire
3001 Harket St., (amp IIill, Pu.
J. 7 011
That as such r:xp-cutrix deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
the as sets thereof and their fair market value.
That at the time of death there 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 individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED REL A TIONSHIP 0 F JOIN T
IN WHICH DECEDENT RENTED A S"~FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
~ryaup~in~Denosit Bank Fr Trust Co. (lenevleve E. Hofmann
Katherine H. Tullv Sister
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th the exception of the following, 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
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 pos ses sion, standing to decedent's credit in banks of deposit, savings
banks, 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 privf 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 die time of death;
all wearing apparel, jewelry, silverware, pictures, hooks, 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 honds and mortgages held by decedent and of all
claims due and owing dece-dent 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 the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of clos~ or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporatio~s, 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 husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe 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 wi th 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. Ther.~ is also set forth in said
schedule a list of all property, real and personal, with its value, which paEses 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 0 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 w~th 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 o.f this decedent's estate, including 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 ana unpaia 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 pledged 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 ........lIt.h.........
...~~(~.E~e..~C1L....~t.~o7_~=~...._:1M1).........!-~.~..v..} .....................
.................................................. ...... day of ..........;F.0.y.q.nJ.?.r..r................ 19....1.8... ... ,. ~:lUNft,ft /.F
; ')J;'~ . i! /) (J.J/: //'1 ~
........:.7Ld.l.~tt..~....~......... .................... ..~.?J.B......~~~.?T..I.~.~.....s.:tr..~..~.t.........................................................
WINIFRED P WILBERT (Street Number)
~aci Hill~ P~. cu~~~~~;~:~~~~ty .~~.~.'~....~.~y:.?~.!..~..~!':.9.~."..~.~.~!?:.9.:.~........,)..7...9..7..~........... .
Y ommlsslon Expires October 18, 1981 (City or Town and Sta,te)
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 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 been properly completed as above-directed.
~c C-34 ,4-~ 3;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Au
REAL PROPERTY
*
Real property in Penn sy Ivan i a, wi th statemen t of mortgage encum brances 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 ClE.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
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 IIF" and must not b. deducted from this schedule.
( 1 )
(2)
(3)
DEPARTMENT
VALUA TION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
ESTlMA TED
MARKET VALUE
2 Story Brick Dwelling numbered
l71R Warren St., New tumberland, Pa.
$ 40,oon.onV---/ 0
~DJDOO. 0
Total
$
40,000.0(1
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this relurn.
'-to 00 O. DC
I
Rep -35
RESIDENT DECEDENT
SCHEDULE liB"
PERSONAL PROPERTY
~.."'-
WIllI
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 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 estat~
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 anyundistributed
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
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
PToceeils froJ11 Insurance on Hu hcrt N.
Hofmann, deceased, payable to Estate of
Genevieve E. Ho-Fmann.
16,625.57
\LP 1I~5.51
I
1,380.91
0.00
Joint Savings Account with (laughter,
Jayne Eckert, in the amount of $12,R69.1r
Dauphin Deposit Rank ~ Trust Company
Checking Account-Dauphin Deposit
Trust Comnany
s~! g::~f~,~:
(6. 4 i4"~ ,fv
\) ~ Cj' () . ~ I
Certificate of Deposit with
Dauphin Deposit Bank F-r Trust Co.,
held jointly ,vi th Katherine Tully, siste ,
in the amount of $4,019.21
Savings Account at C.C.N.B., held
jointly with Katherine H. Tully, sister,
in the anount of ~2,712.47
Savings Account at C.C.N.B., held ioi~tl
wit h Kat her i n e H. Tu 11 y, s is t e r , in the .
aMount of ~:;,5Sl.40
'::--;;: ~ seA eJr.l2 e e.
" ,
''"1
\ 2,009.61
..\...
O. DO
~~.l, 775.40--
6. DO
(). () .) J.,f,' o~ r.IL f I
~l , 3 56 . 24--'
".
;)(~C:" ,~<.~
O. QO
Household Furniture
50D.OO
Tlbtal
~ ~ 0 ,OR 2 . ") 2"
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
leg SDlo .'tc:g-
,
c()\r~;l)\~VEi\1,~lr Ui.' j)l:'\\TSYI.\'i\\I,\
l"{A \ ~ r'!,'l::' r \ l' T.:l tIT ~'. \; C j" T :'LX
SCHFDLLE "e"
TH\\('TJ~!t~
~~
16.,{-~.-,- t
""-~'1.
~ :, .:...,..:.,.; ..'. t
~ -;~:Tt~ <., {\
T J r ~ ~~' :""~.~" ',', i
(.. .' '>:>.0.. .,r"" .....
<o.;J:~J~~}-~);:::-
'\'::::~ I n>~\T [WC1])F'\T
(1) Did dpcedent, within two years of'death, make uny Lr'(U1sfer of any material part of' his estate, y,jthout
recPivinF a valuable ar.d adequat.e cunsjderation therefor? (Answer yes or no)__l)o_~
(:2\ Did decedpnt, witldn two years of death, transfer property from himself to himself' and another or
(,thers (incllHiing 11 spous~~) in joint ownership? (Answer yes or no) No
(:1) I r the answer to (1) or (:2) above is in Lhe affi rma Live state:
(a) A.ge of decedent at timf~ of triUlsfer __
(b) State of decedent's heal th k.t time of making t.he transfer. (Note 1).
(c) Cause of decedent's deitth. (Note 1).
(4) Did decedent, in his lifetime, make any transfpr of propprty without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his dpath?
(Answer yes or no) No
(a) Was the re any possi bi 1 i ty that the proper ty trans fer red might return to transferer or his
estate or be subject to his power of' (Usposition? (Answer yes or no)
(IJ) ~\hat was the transferee's age at time of decedent's death?
(5) Did decec}ent in his lifetime make any transfer wi thout receiving a valuable and ader111ate consideration
therefor wlder whi ch transferor expressly or impl iedly reserves for his life or any period which does
not in filf~t end before his death:
(a) The possession or enjoyment of or the right to income from th(' property transf'erred?
(Answer yes or no) No
(Il) The right to designate the persons who shal) possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(fJ) 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 rlecedent, at any time, transf'er property, the beneficial enjoyment of whieh was subject to change,
because of ,i. reserved power to al tel', amend, or revoke, or which cOllld revert to decedent under terms
of trans fer or by operaU on of 1 aw? (Answer yes or no) ~
(9) If thf" answer to (H) above is in the affirmative, was the power to al tel', amend, or revoke the inter-
est of the beneficiary reservec} in the decedent alone or the (lecerlent and others?
(Answer yes or no)
\OTEl: Tr.l~ answers to these ques tions shoul d be suppor ted by affi(Iav i t ~hy the at ten,i) ng physician as
well as a copy of the death certificate.
\OTE:2: If answer to any of the above questions is yes, set forth below a description of the property
transferrerl, it's fair market v'tlue at rlate of death, dates of transfers and to whom transferrect, with
relationship of transferees to rlecedent, 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.
\OTE 3: List apjllicable propert.y below in manner in which providerl ill Scherlules A, B. or E.
ITB!
UESCIUPT ION
!\1J\RIillT VALUE
(Es tima ted)
OJ;-;PT. ViU~UATION
(Dep t. Onl y)
None
NonL
Insert UJis totA] opposite "TranSfers", Schedule "C" in the
"\s l{pr'orted" c()hmm on the] ,1st p't;!;e of this return.
t\1 on~
. ~.
l .
r
,
IEast JlIill anb QItstMttnt
I, GENEVIEVE E. HOFMANN, of 1718 Warren Street, New
Cumberland, Cumberland County, Pennsylvania, being of sound and
disposing mind and memory, do hereby declare this to be my Last Will
and Testament, hereby revoking any and all wills and testament~ or
writings in the nature thereof, by me at any time heretofore made,
thus disposing of all my estate:
ITEH I. I direct that my Executor hereinafter named, see
to my burial and the payment of all just debts and funeral expenses
as soon after my decease as convenient.
ITEM II. From the Insurance Proceeds on my late husband,
Hubert H. Hofmann, presently retained by the Prudential Insurance
I
I Company, purs\~an..: to Claim SettleMent Nos. 255046 and 255047, I give I
ann bequeath One rr:1ousand ($1,000.00) Dollars to my daughter, Grayc1
Lock of ~.T).)l Center Valley, Pennsylv,i.nia.' I p."ive and hequeath FOU!
Thousand (S4~aCn.OO) Dollars of said proceeds, to my sister, Katheri1e
I
M. Tully of l71S Warren Street, New Cumberland, Pennsylvania. The
balance of said proceeds, I give and bequeath to my daughter, Jayne
A. Eckert of 415 Heritage Court, Annonclale, Virginia.
ITE"! III. I give and bequeath any remaining balance of
Savings ACCOUJlt at Dauphin Deposit Trust Company, to my daughter,
!
my I
I
Jayne A. Eckert.
ITEM IV.
;
All the rest, residue and remainder of my proper~y)
I give, devise and bequeath to my claur,hter, Jayne A. Eckert and my
sister, Katherine tv1. Tully, in equal shares. In the event that my
sister, Katherine M. Tully should pre-decease me, I give, devise and
bequeath her share to my daughter, Jayne A. Eckert.
~ ~~.
\.-..'
IT Et,1 V.
In the event that my daughter, Jayne A. Eckert,
should pre-decease me, any devise or bequest that she would be
entitled to under this Will, will go to her children, share and shar
alike.
ITEM VI. I hereby nominate, constitute and appoint my
sister, Katherine M. Tully, as Executrix of this, my Last Will and
Tc:s tame;1 t ~
IN \\fITNESS ""HEREOF, I, Genevieve E. Hofmann, have hereunto
set my hand and seal to this, my Last Will and Testament, consisting
oft'vo ( 2) t yp ewr i t ten p age s, t his ';;0 't1 rl ay 0 f Ap r iI, 1976.
4 /ro~J,",_C ~~~EAL)
Je'rfcv1eve E: .0 a n
Signed, sealed, published anrl declarerl hy the sairl r,enevie e
E. Hoi"mann, the above named tes ta tri x. as and for her Last \~ill an(l
Testament, in ;:he presence of us. who at her request and in her I
presence and in the presence of each other, all being present at tIle
same time, ha.re hereunto subscribed our names as wi tnesses.
m.~..
/ .. .~--- ~
residinp, at
')
Off T F 9/:JJMt
L
residing at C\..:?
7/ICJ
/
RCC-37 (12-&3)
CO'nlO~\\'E:\.LTII OF PE;\,:'\~YYL\NIA
TRANSFER I1'\IIERITA!\iCE TAX
RESIDENT DEL'EDEl\T
SCHEDULE "D"
BEI\EFICIARIES
BENEFICIARIES AND ADDRESSES RELA TIONSHIP I SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIAHY
ave an interest, vested, contingent or othcr- are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Katherine H. Tully Sister Yes 8/31/1902 JointAcct. 5,141.2:
1718 Warren Street Bequests 4.000.0C
~rew Cumberland Pa. !:!ofResidue 16~165.16
I
Jayne A. Eckert Daughter Yes 2/13/1940 Joint Acct. 6,434.5
4002 Winterset Drive Request 11~625.5
Annandale, Virginia L of Residue 16,165.1
/2
(.;r::tr.p. T.nr.k DauQ"hter Yes 8/30/1938 $ 1.000.00
R.D.lt1
Center Valley, Penna. I
i
I
-~-.-
~
h
9
7
6
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
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Real Property
Personal Property
Transfers
SUMMARY
...(Sch. "A")
. . (Sch. "B")
. (Sch. "e")
Gross Taxable Estate
( 1 )
(As Reported)
$ .. 4 f) , 1)0 o. 0 f)
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(2 )
(As Determined)
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CCMM()\W1<:\1.TH t)F PEK~~YLV\NL\
TH\\~~.'FH I:'\HEIUT,\NCE TAX
RF.~IDENT DECEDENT
SCHEDUIJE "E"
JOINTLY OWNED PROPERTY
I\SrRrCTIO~S: This scherlule must disclose all property, real and personal, owned by the rlecerlent jointly
wi th 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 lmder 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 shoulrl be listed as in
Schedule "B", plus date of acquisition, and the name, address anrl relat.ionship (if any) of co-owners to
the rlecedent.
Description of Property, D~te of Acquisi tion,. -N~~-;-r-u;;-it~-r-~-r~~;l-t'~~~~'-I----:-:-E;;'~~:~ - IDEPARTMENT VALUATION
Address and Relationship of Co-Owners, and PI ace ; Value Share Valuation I CAU'!'!ON-Do not Wri te
of Recorct of Instrument, where Real Estate. ! 1 l ~ In This Space.
x y - - --n-V--------------.-.n. -~-- -;r ,~ -- -rx-)(--x:~y7~-X.x~,-- Value or --
I Vallie ,,/
x Vx-".)<".'<<X); En ti re Deceden t' s
, VXIX/ '\/ x x ! Interest
x. <;X; X)" x x Property
I i
I
Joint Savings Account with Daughter, One-hal :j ,434059t~l Cb'.I'T ~I ~ 8Y.
Jayne Eckert in the amount of I
$12,869.18, Dauphin Deposit Bank And
Trust Company !
r c- - I .-
.-, yea t e ~l,'\ u ~T.U J t 18, 1 q 5 ()
Certificate of Deposit with Dauphin
Deposit Bank And Trust Company,
held jointly with Katherine Tully,
sisterl in the amount of $4,019.21
ere ~ t e (I 1) e c c.., her 2 t), 19 7 :>
Savings Accouht at C.C.N.B. held
jointly with Katherine M. Tully,
sister in the amount of $2,712.47
C-rp1.ted Sentemher 24, 1900
Savings account at C.C.N.B., held
jointly with Katherine M. Tully,
sister in the amount of $3,551.40
CyC'ated Decenher 22, 1970
Total
One-half
2 , 009 · 6 r4 ) ~ i ,,! i I
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i
1,35602t 'J..)7/1."171
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1 , 77 5 0 41 ~) 'i^fJ I '7 0
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One-half
One-half
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Sj 11 t 5 7 5 . ? 4
Insert this total opposite "Jointly Owned Property", Schedule "E"
in tlie "As Reported" colur.1I'l on the last page of' this return.
I :
i \ \ 515. ~'r 1
L_. ,_~_____<_,.~
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Dauphin Deposit Bank
and Trust Company
MAIN """Ie c; ~ ~l ~ MAI'1I\ I; I b I HI: I; r I lI^H I'll b 1::Hll';h I ... ~Ii f-:l Q V l,.V^,~ 'A l='l~~
717/ ~66-ZIZ1
Mernt>>r Federel Depc>>it In'l./renc. Corporerion
October 18, 1978
Robert C. Derrick
3001 Market Street
Camp Hill, Pa. 17011
Re I Genevieve Hoffmann
July 15, 1978 Deceased
Attn: Robert C. Derrick
Dear Mr. Derrick
In regards to the above mentioned, we submit the following infor-
mation as of the date of death.
Checking 143-46-891-8 balance $1,380.91 ~- ~.<
,1 Savings #01-08983 Balance $12,813.09.....ttfterest $56.09 joint w1thJayne Eckert .f//tIJ't.
I C.D. #01-06-551476 balance $4,OOOoOO~rest $19.21~int with Katherne TullY/JI'~/7~
. - , ~ .
.If We can be of any further asslstance, please do not hesitate to
contact us.
Very truly yours,
~~ r~LC.~'
'-e.(
Donald !. Cromwell
Assistant'.;Vf.ce President
DEC/rh
<,
..........,
"
.,
"~CC.~ ,,~. .
,~. I 1....~ ~ :n.,-".
...~ ..~ \..",~ LJ .. j L ';'TUt';..)
MAIN OFFICE 331 BRIDG€: STREET NEW CUMBERLAND PENNSYLVANIA 17070 (717)238.0841
CONB t:lANK. N.A
DATE
OCTOBER S,1978
RO BERT 0 DEftlU OK
ATTORNEY AT LAW
3001 MARKET STREEI'
CAMD HILL, PA 17011
RE: GENEVIEVE E HOfMANN
GENTLEMEN:
The fOllowing is a list of accounts that we have in our bank.
TYPE OF ACCT.
SA VINGS
SAVINGS
ACCOUNT NO.. OPEN DATE DUE DATE BALANCE ACCR. INT.
--
001-700018-3 9/2L/69 $2705.42 V"'. $7.0S ""--'
ool-oS3269..:5 12/22/70 $3544.41 $6;99.
---.
NAMES ON THE ABOVE ACCOUNT
GENEVIEVE E HOFMANN or KATHERINE.TULLEY
If we can be of further~assistance, do not hesitat~ to write.
Very truly yours,
"t2C1~;;~ .
Dorothy Morrette
Savings Department Head
..' : ".:'''f.'t~, l
-
REV-!518 (8-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
-.
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Katherine M. Tully
1718 Warren St.
~. C11nilierland ~ "PA
(Executor or Adm ini strator)
In Re: Estate of _~eY.e..-E. Hofmann
Cumberland
County - Fi Ie No.
21-78-0430
Dear
You are hereby notified that the Original
appraisement in the estate of_______ Ge~evieve E. Hofmann
has been filed in the office of the Register of W;lIs of r.llmhprland
County on 20 February , 19~, Said appraisement reflects the following
valuations:
Real Estate__~_.__ 40,000.00
Personal Property 18,506.48
T ransfers_______None
Jointly Owned 11..575.84
Total $70..082.32
As ta 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.
""'", ....
Date __~O~eb~~~ry .1279 ___ Signed t__
Title _ Administrative Officer
I... ~______-_..~
Note: This is not a bill.
RIiV~457 (~-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DAi c ..",-?() "fj"phrl1t1ry
lQ7Q
COUNTY
FILE NO.
Cumberland
21-78-0430
Whereas, Genevieve E. Hofmann late of N. Cumberland
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 15 th day of July 19 2!.. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, 1.99 i\algiRi ti , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said 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.
.- UNIT Appraisement
SC::SCRIPTION OF ASSET VALUES Made for Inheritance
Tax Purposes
$ 40.000 00 I
'R~~l R<1t-!'lt,~
p~-~~-..,l Pronertv 18,506 48
1T1___~~~_~ None
T,,", -r ..... .... 1 'U (),..Tn "'" ..:I 11 '17'1 84
Total $70.082 32
I
. Have been du~y sworn according to law, I do hereby c~r~ that the.~bove appraisement is made in conformity
wIth the law on thIS 70t-11 day of ',' fphrll~ry"'- " . ". .' : ":._--- 19 7L-.
App raiser
Harrisburg
(Number and Street)
(Post Office)
. Penna.
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