HomeMy WebLinkAbout05-16-79
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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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 Re'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cllmb~r1 ;:mrl
} AFFIDAVIT OF
EXECUTOR
~N~'OORX
IN THE MATTER OF THE ESTATE OF
VIOLET I'1. RUDY
(STATE FULL NAME OF DECEDENT)
County
State of Pennsylvania
} ss,
County of rllmnpr1 ;::mn
~mauox
P;:m 1 r. 'Rllny
of the estate of the above-named decedent being duly sworn, deposes.-
Executor
and say z:
Decedent died
27
(DAY)
, 19~{testate leaving a last will, copy of which is hereto attached.}
( YEA R) iKfKDKa
June
(MONTH)
Name and address of attorney or }
other authorized repres.entative to whom
all corres,pondence should be mailed.
Murrel R. Walters, III, Esquire; 22 East Main Street
Mechanicsburq, Pennsylvania, 17055
That as such Executor deponent is familiar with the affairs of said estate and the property consti tuting
(EXECUTOR-~~~'{~)
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 RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Farmers Trust Cornoany
1 ioJesr Hig'h St-rppt-
en r 1 i ~ 1 p pn 1701 1 '\:7;"1,,.... M T>.. .:1._
~ ~-
That the contents of said safe deposit box or boxes are itemized under Schedules B
with 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 possession, 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 interes t thereon, if any, down to the last interest day pri€JT 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 wearing 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 p~omissory notes or otherinstruments 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
les s 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 inve stment 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 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 Qusiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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 cony
of the deed, trust agreement or other instrument creating the trust. Therl~ 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, 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 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 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", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ....d..?.....~..
........~.~........ day of ...............~......................................... 19...2..Y.
..........~d43~.mm.-
KatYeen ,J.. ~~ Notary Public
My Commission &piru March 2, "II
MecMniabura. PA c.bWnd Clunly
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.
..........~~~.;;.;;i...L~-..R;-;dy.
. ,p~ ......D........#.3.6.....BQA...2.:4.Q........................................................-..............
(Street Number)
..T.? t.. J,.l.$.p.u*-g.,.....p..~. .......J,.7.Ql9...................... .... ... ... ....... ..... .... ........ .......
(Cityen- Town a..nd St;a,te)
,
RC C-34 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURi:AU OF'COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Au
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 jn common with another or other, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E. ")
The real property located In the Commol'twealth 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 encumbrance. 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
DEATH
ESTIMA TED
MARKET VALUE
Lot and house situate at 6400 Wertzville Road,
Hampden Township, Cumberland County, Pennsylvania.
Deed acquired April 29, 1976 from Albert Hockensmith
et al and recorded in Deed Book "0", Vol. 26, p. 61.
(as per conveyance price March 6, 1979
/
$25,000.00
/'
Lot and house situate at 542 Salmon Road, Hampden
Township, Cilllllerland County, Pennsylvania. Deed
acquired March 19, 1962 from Leroy J. Shive, et ux,
and recorded in Deed Book "H", Vol. 20, page 1.
(as per conveyance pric~ NoveIT~er 8, 1978)
10,500.00/""
Lot and mobile home situate at R. D. #4, Box 239,
Mechanicsburg, Silver Spring Township, Pennsylvania.
Deed and title acquired. (as per unrecorded sales,
agreement with Helqa Palker; balance to be paid as
of date of death) " Augus t 2~, 1970 from
QobBrt M. Snively, et ux, and recorded in
Deed Book nTH, Vol. 23, p.700.
/"
7,932.07
TOTAL
$43,432.07
43 \4 32'O~1
Insert this total opposite Ureal property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
RCC -35
RESIDENT DECEDENT
SCHEDULE "B"
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 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 any undistributed
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
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
~
Household goods and furniture - public sale proceeds
Pioneer Fund Stock - sale price
Pioneer ?und Stock - dividends
State Capital Savings & Loan - savings account
#002-0004953
Farmers Trust Co. of Carlisle - checking account
#4-3491-4
~ational Liberty Life Insurance Co. - premium
refund
Richard Price, et ux - prepaid realty tax reim-
bursement
Clarence Shields - prepaid realty tax reimburse=
ment
$ 2, 741.35~:/~
14,361.89" __
""
873.04/'
G,341.2])1 "L<O l.S3
(l; 278.60'\ " 2:"2.. B .<Ol{
./"
3 . 77//'
47.47/"
....
40.16//
TOTAL
~~87.~
'2-~) S5i gS
2l.t, '\ S Sl . 95
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page or this return.
RCC-36
.COMMO~WEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
T RAN S FEJ1S
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 9.dequate consideration therefor? (Answer yes or no) No
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spous,e) 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 lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj oyment 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)
(b) What was the transferee's age at time of decedent's death?
(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) !To
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no)
(r,) 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 reservert power to alter, amend, or revoke, or which conld 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 decertent alone or the decedent and others?
(Answer yes or 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)
N lfV-L-
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the la,st page of this return.
RCC-37 (12-6))
. .
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFI CIARIES
BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Prllll T. Rllr1V' R f) #3 Box ?.40
Dil1sburQ. PA 17019 ~nn ves 10%
Clara J. (';=l<:::<:::pll. Box 244
R.D. #1, Newville, PA 17241 dauahter yes 10%
H. ~'I]i1bur Rudvi R. D. #4
Di1lsburq, PA 17019 son yes 10%
Lois G. Cambell; R.D. #1,
Box 237-A, I.Jandisburg, PA daughter yes 10%
Helen C. ~urtoffi R. D. #1
Loysvi11e, PA 17047 dauqhter yes 10%
Stanley L. RudYi 523 Good Hope
Rd. , iv1echanicsburg, PA 17055 son yes 10%
Violet V. Derr; Beard Road
Eno1a, PA 17025 dauohter VPS 109,
Beverly J. Ta1ada; 65 Pitney St.
South vJaver1v, NY 14892 dauqhter yes 10%
Linda F. Price; 542 Salmon Rd.
Mechanicsburg, PA 17055 daughter yes 10%
Pat~v T Miy~ll. R n :It,
Landisburq, PA 17040 dauqhter yes 10%
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
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SUMMARY
Real Property .................. ..............(Sch. "A")
Personal Property ................................................................ (Sch. "B")
Transfers ........ .... ... .... ... .... .......... . .... .... .................... ........... ... (Sch. "C")
Gross Taxable Estate . .
(2)
(As Determined)
( 1 )
(As Reported)
$..43.,432..07.
$ ...~9.,.q.$.7.,.ql...
$
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RCC-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
*'
COMMONWEALTH OF PENNSYLVANIA
TR'ANSFER INHERIT ANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th another or others, including intangibles, standing in the name of the decedent I:lnd others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule
"A", plus the date and pI ace of record of ins trumen t effecting vesti ture, but do not include entireties
or out of 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 and relationship (if any) of co-owners to
the deced.ent.
Description of Property, Date of Acquisition, Name Unit percentage I Estate I DEPARTMENT VALUATION
Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write
of Record of Instrument, where Real Estate. In This Space.
Value of Value of
En t1 re Decedent's
Property Interest
NONE
Insert this total opposite "Jointly Owned Property", Schedule "E" N~
in the "As Reported" column on the last page of this return.
RCC-S9 (5-68)
COMMONWEAL TH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Rudy
(Last Name)
"if'\l~'"
(First Name)
M
(Initial)
DATE OF DEATH 6/27/78
FILE NO.
REPORT OF INHERITANCE TAX APPRAISER
I. the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint - Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
REGISTER OF WILLS
56 045
55
annui ti e s . . . . . . . . . . . . . . . . . . . $
Valuation of life estates or
t=
t=
1==
ESTATE TAX ASSESSMENTS $ 3,362
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
COMPUTA TION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
t=
$
$
l=
$
C
L
t=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
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R E V-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
Paul :L. Rudy
RD #3, Box 240
~i1l&Barg, PA 17919
(Executor or Administrator)
In Re: Estate of
V;n'~T :M. 'Rl1;1y
Cumberland
County - File No. 21-78-435
Dear
You are hereby notified that the OI'i iinal
appraisement in the estate of Violet 'M. Rudv
has been filed in the office of the Register of Wi lis of Cumberland
County on , fi M;::IY , 19..7..9.-, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
43,432.07
26 t 5 5: 7 . 85
None
None
$6Q"QQ9.92
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. ~~~73. ~ n . ~---\:-'
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Date 16 May 1979 Signed ~j (~ )
Title Administrative Officer
Note: This is not a bill.
REV.457 (8-78)
DEPA.RTM&NT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEM ENT
DATE ~.'16/"7Q
COUNTY Cumberland
FILE t~o. 21.78 ., ag
Whereas, v; n1.+ M 'Rll~Y late of H;::tmp~pn 'rnwnlCtldp
in the County of CumberlaDd Commonwealth of Pennsylvania, having died on
the 1 F\ +n day of M ~y 191.9.., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Ful~ini 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.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
$
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PPTlRnn;!ll P'l"One'l"TV 26.557 85
rr",,::anlCt -FA""lCt Nnn~
.Tn;n+lv Owned Nn'l"llll
Total ~~O OAQ IQ?
.
,
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 1 F\ +n day of '-,,0, ~::ay . · 19 ...2.9-.
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Appraiser
(Number and Street)
Harrisburg
(Post Office)
. Penna.
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