HomeMy WebLinkAbout05-25-79
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(("'~l...' 'or Adrr'ni,"ctor;
In Re: Estate of
f td'i~:.k-*er r-e-e~~f'~"01't~ -.
--f~~arT'
___ County - File NO'_"~,,_+_"'-r--"_____'
._ "'. 'f, - ~ ..
Dear
You ore hereby notifie,~ that the_ ('\rlf\iflal -..-----
appraIsement in the estate of._.. _.. . r-......_..~ tic,....-.... ""'" ,,--
..,,,,,.<:T f"! ""Pc... ,",,1.&rTJ)!'!r:.~~..--
has been filed in the office of the Register of Wills of C'umhe,.la-nrl
County on __.--"l.5 .JLav. _ , 19....7.!}, Said appraisement reflects the following
valuations:
Real Estate ~ ~13 .nso...n.c _____
Personal Property 9~9.llg,.,(\-_._--_-_
Transfers ... (\J\ ~_ . _____
Jointly Owned 7', I' Nonf'
Total e 1.283.87 It. _ n
As to such tax that is paid within three months from dote of death, 0 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 dote 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 object 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
25 Mey 1979
Signed
Title Ad.htietrat!ve Offi~er
Note: This is not 0 bill.
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E'dDENT DECEDENT
(OUNTY OF C u.r;:,berl.Eill.G
___._.c_.__._.,._.____.____..__..____
- -,- -- - -.---.---- -- -- .. .. -- ----- "-~'-'-_._--- - --- -- .---
", ,: 0 R TAN T :
Th~... return n:US1 hc ('(lInpleted in optail and 1"1.:- lr, duplildtl. wIth a~ ..i1;H~ tit. I... \' :: the E:_'~io;"tt:r of "i1!~ 01 thi:
('odnt~ ,,-here- decedent re~ided; Return l~ due \...'i~h Lirh lr:.nth" af{t'f Jdrf (i.....;:i- unIt...... L!ri E\len...}OfJ J~ f','drilCd
t>~ t'1e Seen:'!"r) 0; Re~enu(. (Se,:tion 7030: th( In)"" """ (' llnJ ISt31t' Ta>. \,; ,;; 1461 i
- _. - -
-, ---_.__.._-- -,_.-_..---_._--
.-. ------.-... ----- --- -.- - -_..~-_._------_. -.---
.. ~---_._-_.- ---
'c__
j', lilt \i'\T1ER Of THE ESTATE OF }
fEI-E: FcCreE:; rilePI"rle~~_C!r!~~_____
",,'; "" E;~;~: ;:;".C:D;':mberl_~'
A.Fflflc\\TI OF
l:XLCl TOR
AD\I!" ISTR -\ TOR
:','( "t ErJ,5j.JYcn~_€
C c...:~:-. of -J:~ll!Lb~rhnd. __
u m '~J "
E).~(,,:,):
-\d~~ni'l~(ltj"':
of thE- estate cf the above-homed deceden't being duly sworn, deposE>
and say
tv': ~, "T >;
C,A)
, 19.:tB-{testate leaving e lest will, copy of which,. hereto attached, }
(YEAI; x:xn
p, (_-t'd~~r, c"t"~: _...J_~_ ________~
No~'e ond cdd-e,s 0' c'~c'ney o. }
otht:, c'.:~r-. r.' :zed re~rE-ser1'Q~;vf:- wh-:)!""
o.il cc~,e5;,c,"')de<)ce should b~ n-,c11ed.
John MeCr~TTr
Newville. Pennsylvania 17241
That a' sUlh___~_~_ __
deponent is familiar with the affairs of said estate and the prt'pert~ COl\qitlltln~
\ E x E C u "'7' a R~ A Dfvi I N I S -r >; to, TO R:
lht' as ~l't' there.,'! and thelT fan marJ...et value.
That al the time ot death there was no safe deposit box registered in decedent's indniduaJ namt. or jointly \\lth. OJ
as agent or dtputy of another, or In decedent's individual name, with right of access by another a~ agtnt or deputy, with the
e\CeptlOn of tht follo\\lng: -
"'A.f\.~E t..~"::'D A~[')RESS OF BAf'..:K OR OTHER INSTITuTION
1"-..; Y-.riICr- C,ECEDEr--",i REt...'TED A S.-l..FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENT ED
IN NAME OR NAMES OF
RELt>.T!O","Sh:F 01:" JO t,"'"
HOLDERS Te DECECFt-..-r
f-
I
Th a t the contents of sa id safe deposi t box or boxe s are itemized under Schedule s
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 thc 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 mortgaget, 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
whereso\er 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 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 wearing apparel, jewelry, silverware, pictures, booh, 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 wriling
for the payment of money of which decedent died posscssed, of \\hatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market \'alue 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 b~ decedent: all annuity and endowment contracts
the proceeds of which \lere payable upon the death of the dcctdent: 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 LInd other inve stment seClll ll'~ c\lned by the decedent at the time of death, with the market value there-
of at sucb time.
".f ~ )
~~~ ....~ "'~,MO~ ";!'tf':-' 1\ t. .,.. ~ <) t
DE P .A r r-' .:. J
p ~NNSYL 'v'A 1001'"
"', JE
LE CT!ONS
E TAX
,~..,:q ;)utE . A"
*'
aUQ.!: AU C;F
TRA~{SFER ',' t...,
EJ:S,!l?.ft'!1..J ',~ ~.~p. i:',:
Rf.:4L PROPE~TY
,.~...~._-.. ...._'.~.____~~_,r',_._"_. ~.'~._~"-""'---'--_.'-___-_"_._.G_._
Reol property in Pennsylvania, wif~ statement of l110rtgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent os tenant in common with Mother 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 as ioint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
Tht' rEcO! pr"p",ty locoted in the C"m:nonweolth of Pennsylvonlo should be
de.uibed by lot ~,..d bloc" number, street and street nllmber, together with
o ger.",.,,! deser;.,tio" of t~l' property, with 0 refetence to the record of the
conveYOf'ce b} ",hich the decedent took title; If 0 form state numher of 0-
cres' "Isc slo;ement of rrortgog.. encumbronc.es UPO" eoch parcel at death
of o<;cedent. Toxes, assessments, accrued Interesl on mortgages, etc.,ore
to be listed on S(,hedule "F" and must not be deducted horn this schedule.
{I)
(2)
(3)
DEPARTMENT
VALUA TION
CAUTION
(0" not write
In thl. spoce)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
ESTIMA TED
MARKET VALUE
2.
1. 'ClJpc.r:- Lodgeff two story log home wi t;h
dE:tFct~ec garage 8i tuated on 22 acres
mort or less at P. D. 3 Newville,
Feru..sylvenio, LC"f.'er Mifflin Township,
Cum:'~r larld County, Pennsylvania.
V&lu€ is aver~ge of two attached
appraisals. 8,200.00
~~proximetely 85.9 ceres of undevel~
oped land located in Upper Make!ield
Township. Bucks County, P~nnsylv~..1~ '.
(one large tract of 81.9 acre. aDd
four 1 acre Iota). Appraisal
attached 24, '30.00
6',750.00
,
249,300.00
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on t~e lost page of this return.
"13,050.00
" ~ ,_ ~', ~ J _ ~ [ .- I. jl' \ \ '~y 1 , 1
\-...:; 1".:\--1 T'~-'~\t' ~_,
-..: 1)i_.\ J llf:J~ 'DL\-T
)". "..
;.) .1 d ': . ~t .1"]
",\~,~ '
'4: 'F" "'~
P" ly~:; 1;~: . ~i\
It~':t<".,,:j
~"'1> 't-.....;~7v;;c-
] \~j.}U.\.TICI\S: Tids Schc'(ildt-, p-ust. disclc';;;'f:' .:il j l ~l} f:-' -,':.n;: inth!l~iL}+'-:' r.:.r'sonhl 1\rOr,~:-t O'ftTled ~~~\-jdU[11~
t,\ lllv dc('edent. at the tinle of r)j ~ d(-'cth.. t't"l} t'rl~\ o~I1ed ~)y trJt- d~,:'('ed~nt JointlY wi III another or ottlers
__ __._,_,,____..__.~_~...;:.._____._._______H____..__ _~.________
r;( ~t 1,(' listed under ScIH_'dulf-' "E~.. Iil~:~npiL-tt:' 1't:r~-o"'-:l] rJ-uJI(>:'l~.. t'."clf?d jn tht:' li~-HLe of' t.}!~ rif:>cE>dpnt, lJut
] -.',;.r.}p ht dE'ath to am,UlPf or others. incl,~~jTj;: (,ut nc,t lin.itE'd tc, P.CI.D. L. S. SKYln;c;s Bonas and tE'nta-
t '\f.' trust &C('(llC:tS. rrust hE' list-eet. df-spll(> th-: f'c..C't lh(~1. ~_L<\ L!~(' :.01 of tIlE' Brlr.dnist€7'""eri estatF:.
TG.-ngiblf' person['1] r,roperiy sht.lu_;,-' r-l(- listed ftrst (e..g. .iewelry~ wt->h!'i1!g apparel, household
j~(l()d:~. ann furllishings. honks~ paintint=-s. Ciutomctbile$., b'JCtts~ et.c.)
Inj."llgill]e personl'll property. sue!: as bonds, treasury certificates, cash on hand and in bank,
"1,)C\':5, mc'rtgages. notes, tOi-'ether with aecruw..: interest or rliyidE'nds. salaries or wages, insurance pay-
at le to thE' estate or fiollcjar:v in 5"i(1 c[,;-'acjty. phl,liprshiT' interests, interest in anyundistributE'd
est!.te of or ineoIT!"" f'ro:T; any property held in iru5t lmder the will or h;c;reement of anoth~r, even though
locatE'G outside of the StatE;. at the time of dehtL. ~.hOll]rJ be listen in ttds schr>(ll,le.
~-----~-^---'---T:'\ r;--l'-EST;~!~;:-l DEPARTME~l \'AL~;;;
! \'ALLT I ~P_HKE'f YAJXE I (Do not wri te in
~ I ~ thjs spacE')
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ITEM
List an.j flpscribE' f'ully
1.
~-'.--<-""-~--r----'-
2.
,.
4.
5.
6.
/ 7.
/ 8.
-- 9.
/~o.
...-11.
'/12.
......13.
/ 14.
/15.
....16.
~7.
/ 18.
Je~plryt see Schiffmen epprAi891 dtd.
8/10/78 .1
Jewelry, see Schiffman appraisal dtd. '"
8/29/78
Silver, see Spar~ ap~r818al dtd. 10/2/78 I
Miscellaneous h"usehold fur:ni'ture, antiq~es,
art objects, etc., see deJonge appraisal
dtd. 10/20/78 i
1975 Oldsmobile Omega I
Chevrolet truck, 1957 i
'10,000 par Abington School District _J
Authorl'tY, Montgomery CO\m'ty, Pe., 3.6~
due 4/1/94 66.375
Intere st 'to date of d.ea'th on Item 7 -I
$10,000 par Be'thlehem Ci'ty Cen'ter Author~,
Be'thlehem, pa., 3.25" due 12/1/88 71 .00
Interest to date of d..'tb on Item B
$50,000 par Brandywine Area School Distr t
Author! ty, Chester CO\D1ty, Pe., 3.70J'
due 12/1788
Interest to date of d.a'tb on Item 9
$25,000 par Chamber.burg, Pe. General t
Obligation, 5.25~ due 5715/94 .625
Interest 1:0 da~e of death on Item 10
150,000 par Cbes'ter Water Author! ty, I
Chester Coun'ty, Pe., 4.1'" d.ue 1271/971.00
Interest to date ot death on Item 11
85,000 par Delaware County: Pa. Vocatlo -
Technical achool Authority, ,.~ due I
5/1/91 .125
Interest to date ot death on Item 12 I
.50,000 par General Siate Authority, Pa., I
3.~ due 7/15/89
Interest 'to de'te at death on Item 13
120,000 par Hampd.en !ownship, Pa. Recrea-
tional Revenue Bond, 5.B75t' due 4/15/97
Inter.at to date of death on Item 14
$25,000 par lAwes San1:tary Sewer Systems,
Levea Cotmty, Delaware, ~ dueV1791 .'375
Intere.t 'to date of dea'tb on Item 15
130,000 par National Capital Housing
Authority, 3.7'" due 571/91
Interest 'to date of death on Item 16
115,000 par Pennsylvania General state
Authority, 3.5OK due 7/15/91
Interest 1:0 date of d..ath on Item 17
850,000 par Pennsylvania State General
Obligation Highway Bond, Series " 4.
due 2;'/02
Interest 'to
.625
.00
.875
I nser t this total opposi te "Personal Property", Schedule "B" in
the "As Reported" colUl1ID on the last page of this return.
x X
1,809.00
2,069.00
., ,955.00
76,130.00
3,000.00
100.00
6,637.50
119.64
7,300.00
52.'6
37,312.50
298.06
21,656.25
266.15
:54,000.00
334.31
3,306.25
42.78
'5,000.00
59.58
16,800.00
336 .18
19,093.75
77 . 78
23,:562.50
2:75.00
10,162.50
18.96
34,687. 50
i,
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iif .."..; Ul:'
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,"' '~:'~"i;i;:"
J l_"l';t1_\'TICI\S; If tis SC}le(;!lll-" r:ust dj~~;cl'L;s"~ .:1.~_~ 1 I ':-,:. .P~-: l!-t;~J,,'2-il:~~; pi_rSOnh1 llrnpi_':'.\ CWnf-'r1 i.J:l l,,-:-~ 1:.
.....j'
...., 11 \i~\'J DECFPF\j
~) t_
L '.: :'
r,:- _ t..j~'._5~:.I;~?:.::!~~:1'.._2.2~..-!!~.~~..,...!..~~:~.~~-.E.~,_5~~h rh. "?ru i ;~:'1 t~ :.;'f-nt;'dhy t "np de cz'denl .i (I in 1.1 ,~- w j l t-} hnc> t h~-=-r (J i' 0 1.1l~ r~
It,-s-t bt-' 1 iS1ert urld(-'r S("h(',:hlle nEf1. JT-,~.an':.)tae f,(.rsunJ -rlrollerlY~ ti "iled in trl(> n:-:'Jr!<:> of' tfJC' d~Cf:,(~~'nt.. tiU"
rd~,-!d!le fit dt?atl: to Etn:.d,h..=:-r or others, IncL.Ji.tnf!. but not lirr;ited to P.O.u. L. S. SdYings Bonds h I-I ,I tf-~l1ta-
t '.f' l.ru~--.t aCC(lll;';tS. r.l~lst b'0 li~,ted" dpsp'~c(' tI)I-: .,'l-;;'Ct tfifit tl1e:,; Lr;:' 'rIot of' t}H:" ariministE':--ed ost;~tte.
Tanvit,1p personal proper(y 5n,"I1" be listen first (e.g. .iey.elry, weltring al'T,areJ, r,(.usehr.lcl
~.'_(Y.ld_'S,. i:~nri furnisbincs. lJooks.. pf:tint_in;,s~ '~.:utomot.i1es. (.0 a. ts. etc.)
Int '1ngih),' per~.m"l prorert:-, such 115 l),'nds. treasury cert ificlt tes. cash on hand and in bank,
~l"cLs. r/ortg"g"s, notes, t,~'gethcl' y.it!"; accrued interest or clividends, salarips or wages, insurance pay-
i,~ ~e to tl~,p estate or f'iruciliry in ['"drl Chi,aeit.y, partnershi;> interef.ts. interest in anyundistributed
".., ",t;~ ,,:' ',ri!iLColTl" fr,):r, 1:IIY prol'ert) h,,:ld in trust under the will or &greempnt of I1rwth2r, even though
j'i atP'; oUlsirle of tll", State, at the time of rleC.tri, should be listf'd in Ods schedule.
J,.' c','l-A_"--'--l~"~~''"~I:~~:~'ir~t:] y~._~"-'"'---'---ll-~:Z~F 'II M-~J~~~ ~P'~:~~l-;;";~T~~ .~~"~;~~O,
"- i ~ .. this space)
-." -i-'~-'-'- -.----- ---- I i
/19. ! $?~'fOOO T'ar Pennsylvania state Public I i I
! Scnool Bld~. Authority (non pre-refunds)
: 6.25~ dUe 11/1/96 94.00
Int~re~t to d~te of death on Item 19 I
$50,000 par Commonwealth of Pennsylvania t
r.tate P'lblic School B2.ag. ],utt.LOl"jty, i
3.6~ due 11/"'/83 ~5.625 42,812.50
!ntere~t to date of death on I~m 20: 440.00
$50,000 par School District of Philadel- I
phie General Obligation, ,. 2~ due :
3/1/85 7:1.00
Interest to date of death on Item 21 I
$100 par R.C.A. Corp. Conv. SUbordinate I i
Debenture, 4.~ due 8/1/92 t.3125
Interest to da'te of death on Item 22 11
40 she. American Can Comp~ .875
Dividend on Item 23 of ,.675 per ahare,
declared J\.U'le 27, 1978, payable on
August 25 to holders of record July 21, ~978 27.00
349 she. Bankers 'trust Company js.6875 12,803.94
35~ shs. Commonwealth Idiaon 47.75 II 9,823.50
Dividend on Item 25 o~ $.60 per share, !
declred June 8, 1978, payable August 1 I I
to holders of record June 19, 1978 i 212.40
124 ehs. Commonwealth National Bank .00 i 4,340.00
1500 ahs. Continental Group, Inc. .6875; 44,531.25
472 she. Delmarva Power & Light Co. .875 6,549.00
Dividend on Item 28 o~ $.'2 per share,
declared June 23, 1978, payable July I
31 to holders of record July 5, 1978 ~ 151.0t
163 sha. E.I. Dupont de Nell~)\u~er. '_,.. 11.50 \19,152.50
1340 shs. Exxon Corp. :~_G ~"'O 'If!" " .00 61,640.00
200 shs. General Electric Co. 5 .5625i 10,7J2.50
806 aha. General Motors Corp. 6 .06251 50,022. 38
100 she. General Telephone & Electronics
Corp.
544 abB. Goodyear Tire. Rubber Co.
5 sha. International Busine.. Machines
500 aha. International felephone & ~.le-
graph Co.
675 aha. Kraft, Inc.
1300 she. Pennsylvania Power Ie Light
28 sha. R.C. A..
Dividend on Item 39 ot '.35 per abare,
declared June 7. 1978, payable August 1
to holders ot record June 19, 1978
1500 aha. Riggs National Bank
700 aha. Union Carbide
160 aha. Westinghouse nectric
Bond and Mortgage ot 816,000, unpaid
balance $15,844.60, dtcl. January 12,
20.
21.
22.
~ 23.
24.
25.
,,--26.
27.
28.
29.
30.
31.
~.
33.
34.
/i:~'-
'Sf.
38.
/39.
40.
41.
'/42.
4'.
23,500.00
381.94
'5,500.00
663.54
72. '1
2.21
1,675.00
9.80
55,875.00
27 .650.00
3,190.00
I
.0625 20,343.75
.'125 9,418.00
.50 1,387.50
15,(,62.50
31,809.38
27 ,625.00
805.00
. ,. .
rnsert this total opposite "Personal Property", Schedule "B" in
the "As Reported" colunm on the last page of this return.
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I \~~I;\:'t<'i'1\nt.\~:: '.flUS Sf"hPt!l"e must djs{"~:-:-:~~ '11
j L 1 : 1J r(~ j! r (
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t f.i' rl.~' C ;~' : ~ ,-> 1.1 t. L'll l
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;?,i>:l,g'! bJe 1': r~nnr~] prol,t:.r~ >
'l.iljP;~ 1TI {h~~ n(--~:;r' u1
;;(<,'.,,;- u: t d,--c.lth 'LeI bnotLt.:_; or otLer~-.~ i,;!cinfi"'l~~ 11\it n(~t l)rttt~(1 1U r.{I.D. t. s. Sr_;\""j:::.!~-_ F-,i')r:d~. and t+-:rllC.-
t~'\t) :l'l!~.t. (~(';:')lU'!lS~ nnlst be listed. r!_e<"vit(:. 1_~H-' f&.\_,t that tney ,3.r(-' rh.:', cf t.Le d.ri:1.ini~~t;2rf>a e~t(ltl-'.
TH.:I~.:bl e per"5ofIb.l Tiroperty Si:Olllrl hE' 11sterl first (,f:'. r;. '-:t-'Y1-plry, hf>6!,jYJ; h:;T'hrel~ h(lusP},(lld
:o~.cts~ ;1rd 'i';lt'7-ii~Lij.n~s~ hook~~. pn:i.nt.ings~ t_ut,~:mnrdles. bOHts~ etc.)
- - iil~r-:,n~ible' per3(Hl.ql proflert~-, snell d.S borJds~ tr('.~::.sury eert if.icl1tes, C'hsh OIl hs.nd firlr: in l)t~nh:~
.;:;;'1rJ,:t;, T;/)r~,'r;:.o-c>s, notes. tc'gPther wilh ac(.:r'u,~c: interpst or Gj\'iC1~'nr1s. so.larjt?s nj ",'i:-l,::',f-,~. insurance pe.y-
;~t1e 't~-) }J,''--~:>;-~rtte or r1fluei'aTY in sE:.irl er1..j.'Io.cjry, phrt'lersLip ii-ltf:rests, interi?sl il bnyundistr:ibut~G
i-=-'SJr1l~" ()j' or in(,oiTl~' from any pror,prty held irl trust under t:!e wjll (IT" hgreement of 6.Ti(lther~ eyen though
!',,~iiu'd ()~JT"jde 0; tllp SUite, at the time of <1H>.th, shonld l,e listen in tnis SChPOlllc.
: "I .,-:>.;-,
~ f-.
1 TEM
List and describe f'LIlly
'---~-~"---~'-..,-- -'~--~~I~--~ ~ -
1 IX Ii I ESTB!ATLII : DE'';J\T!El\T \'~..lXATlU"
1 VI\.UT ! M~UtE'i:~ VAL\'~ I (Dc,. 1I"t wn te 11,
1 I I tL}l;.' ST'c.a.'(-
____.._.,~____~~>___,.."'.__...__._.~___,.~~--.4'--~-""....-------.,...-'-_f ~'_______~",___.."_..JI_=e';'
-"--_....'---......---...-----~,.....~-~~-------
j
!
44.
4!J.
46.
47.
48.
49.
50.
51.
~2.
53.
54..
55.
56.
57.
t,::.: ~"i~rah T-lcCreH ChapmHn JOT,flR; pre-Ir'.ises I
~!.J! tl_.~ !t.c..l'Oug}; of NeJ;..vl:.1c, 7t..: due
.j el1l..:..ra"'f 12, -: 99S, inurest B.t ~,
~ "1 ?4. 5(. of pr1noipal and 1nt.~t per
month
1 l-;tilrust "to dst.e 0.1 ~_e,,:th en !tsr.. L-:;
Bonci cnc~ Hortfaf,e of $.c~. 000>> wlpeld
l.rle14c(' $.13,)24.89. dtd. June 23. ';969;
\.io}u. fie I~oore ",nd lw.rgftI'et Ii. ~oore to
~1 olin McCree a~8igned to Sarah Chapman I
Jones October 2', 1969. preal... at i
p.. D. :5 Nwvl11e, Pat J due Ju:ne 23, 1984r
Jntereat ftt "', payable sRi-annually. I
~eglnn1ng 1n 197' . principal payment oi!
C; 1 ,042 sem1-annual.ly "
Bon6 and Mortgagtt of as. 000, unpaid :
ba) enee Sf., m. 69. SaM u I'tem 41... I
B. .ginning in 1973 . principal payment Of,'
f.3~3 .emi-annually
Assets receIved as heir of 'tt~ Estate of !
!~attzerln~ Jane Weist McCree. I
23 ahe. First t:at1onal Bank o! t~evv111e:
1.265.00 i
Cl!.sh ~2..108.20 I
Income cash frot1 Agency Accmmt, frost I
I Department, rr;.rmers 'rruzt Company I
I Principa.l cssh :troc Agency Account, Truat,
! DGrartmerrt. Farmers ttrust Company I
I Co.~, personal I
i Proceeds checking &ccount 15-2384-4, I
i Fil.1'VJers 1'rw!t Company I
I Procee~s checking account 1050-514-5.
i First National Bank of Newville I
i 1977-78 Rebate of Real Eata'te 'laxe. on
I Buoks County Farm
I Proceed.. Amerioan Expre.. !'revelers Chec s
i F'efund, Au~bil. insurance
i Patronage Refund, Adams Electric Corp.
itoo~:~t..1~I_;~~Rated 6/29/78, No Int.
I
\
I nser t this to tal opposi te "Personal Proper ty", Schedul e "B" in
the "As Reported" COlumn on the last page of this return,
15,844.60
49.20
1',524.89
4,m.69
5'% '%"'!'- 21'1
.J,::;t:';. ......
1,014.58
18,474,,95
19.27
1,205.51
2,070.714
101 . 34-
60.00
fie " 00
"", 5~'
. ::,
2~~..~
\
x ^959 ,492.2.0
J
\'":'~...
~
~,
'.' j'
'", -
: ~ ....,
t.. -
Ii"~; ".
~: ">":;:;
'l.c..;
t I,
'\ '- \
.\ ;
~ 1
(' J I ~
Dj'
. ~ I i ~
\\ 1 t ~; j !: ~ '-\
;1 r~, ut
'to I~. l .~;Srt-:!' (.1' i:"i!l\ T:id_t~'rjiii l':;r1 flf ;}<.:. est_:tf.. W5!tlOll.t
f' ;Ii...... i ; (~rI r ,.;. Jf) r~) ,ion s '.,.,..' r ~.f' SOY" n() I ---NO-- __
r ell' !~. t r )::---f'~ i ;-'r\,;i.~rt~' fren; him~f-~11 to } iP1~(~l f r.ln;~ ~~j(lthf'r Of'
:1;_ (.'\,\!l('r'\..:rJ j j? (,\n~v.0r ye~ or IlO) __-110__.._
,1 1 !' ~..:
'111.1
J i'J,:,L;1 (. ;..::(l ;,jt"_iU'i;- ~-,
i'\ j t 1(i ri ; 'i> ,) :- f_>;l rs
n~~ :i, '-..j" ill~~? i Tl
r' v 1, i
., \
D1,_-1
1 r 'l'
-..:.\\P'"
(1" ~! ! q
-<,1,.'0\'1::' 1"'- l~i .llt_ ~~rfjrj'.~tl\.'P ~t(lte:
\-!l f' (11"( 'I!f'rtl Ht t i:l;~' '-if
~ t t (-: C f (j.:,:' ell en t I oS } j ~-, ',-1 t L
(-~tJ~(' (I f I;'t'l..'~eljf'jlt l s ,1~ ; 1.1,.
1. r ,l r! ~-, ~ '('; r
<-it t Im~ (If' hliihing ttJP
, ", '. ,. 1 .
transf't'l.
(>';otp L.
',.-1
11
n:
it: h:i lif(:.timp~ I!ilhr? arJ\ tr,,_r:s1'(Jr (,1' pr(Yt,~rty witbout receiving 0. \-r:duUblf? or aclequHtE>
t tlf~rf.r{;r wl;jr-L Yth:-, :'1 t(-ti..~P eft'p(.t In pr.'ss;,>ssion (\1' enjoYm'~J't l1t or ,'-tf'ter his dPhth?
I'" _. _YE~L_ __ _ . ,
;':
1 ](111
< r I '-..... ~'. r'
\ (.~ n r
I'
h;,,;,:: tl'~'r'- h!iY },o~sil ilit~~. ~nid ti,t' l!r(jp~rl\. tr'ansf(:'rrpd might return to tran"ferer or his
~,<;;,t r.~ (,1' toP 5ilt',i~->('l tn ld:-- l'i)y,'!r r,1-. djspositjon? (AJ1S'Wer ~;(::"S or no)_~
'\to.l_ i~ 1:;" tr((i:s1('r(-'~"'~ a.:':-t' at 11m.,' I_if de((-'<:ient's detir-h:___..h.2____
~"n: iT' )'-- !if~ ~jni' ~ ClT<,' tr:-.n:sfpr y,i:hcillt re('ejYi!j~ 0. valud.L}e and i:ld~quatt.- con~jdf'ratjon
:~'i,l, ',.,! if' r;':.;l~ff'r(.r +-'Y;'rt-'~-~l:,> Of irnr.1i(.dl~' jt'ser\'es for his lif~> or (1l:~. Ilf'rjqri whjch d08S
1.. 1':1 i I;pf ;Fl.~' Li~ dt;:~.:tth:
11'
TJ' ;./)s~"';"'-..:~(Il-' uT' ~T.i(\~-r\0nt of or tht:: r jght to income from t}H rropr'rty trunsfprred?
,I
\n:::'~+-'r \'.'~ or Tin ---NO-----------
i t!f ri::L~ ~:-J ritsipnatf' t.hE:> per~ons v.ho ~}ldl] rlOSSt-'S5 er enjo~ the T1roT\erty transferred or
11 rl"' ,"r'-'1.r'(Il";!'-' (An~Wt~r ~'es (,r H()'. ._._.___.~!fQ_~_
,,,.."r I"~ ,') i1 J",," i,- ~n the af'finn:!ti\E', stltll' whether' the right ""s reserypd in rleeedpnt
:. t)
I'I( if (; j Itf'r<.;,
1': 1 r1 11 (jo:'ni i r: i~ 1 j ft i jmi:- m;ikp ... tr<l;J~fe! ~ t ij':-' cunsideration for whictl was transferee's promise t.o
11;j\ jJ.I'(_ r"(' tn OT f(:r int' L(--'71E'f'jt (:f ('dr~ of tl'arsferor? (..\nsv.E'r yes or TlOl____
l>ld r1~'i:i-deTll ~ ill hll~ ~..jrnc.. 1 raTisf(.~ 1Iropt>rty.. the br~neficial enjoyment of which was subject to change"
",., ."j"" (! 1" , f"'Si,r\ t,d 1'","pr to oller, "-mend. or re"okp, or which cOlli d revert 10 <iecedent under terms
i.f tr<-i!Js1-Er or' L: (IJ~(~rut ion of ] u~: i.-\nswpr yes or no)
I;,: ]1' IL' Lsv."r 1.. I,f,' ',liO"" j.o in the at'firm;,tl,e, was tllp power to alter, ampnd, or revukp the inter-
p~: oj \ I,!, h"l'pj'j"j;,ry r'!spr,('d in UH' dpcpd,'nt alOlle or the decpelpllt ann others?
(.\.T'''I'''r ~ps or !Co:' __.. ______
~f\Tl: 1: li,p :,nsv.ers t" the"., questions shuuln bee supported by affidavit by the atten,Jjn; physician as
"pI] ",,', copy oj tlw neath c<"rt.ificatP.
\(ITE 2: I l' ans''''"r to any of' thp nhme questions is yes, spt forth helow a description of Ule property
t r"l1sh'rl'('d. it's f:ii r Y'.;arkpt ''11 UP at elate of rlpath, elates of transfers and to ,,'horn transferred, with
rp]atio!l..,Lil of' tr"~lsr"rees to rlecerlent. if' any. Submit copy of any trust rIpI'd or instrument, if trans-
fprs lire c]aim",j II, he nr'n-taxable, also sulJlnit nptallpr! statement of' facts on which saId claim Is baspo..
'1nTE ;l: List ill'l'! i(,,,1.] I' pro],erty bell.w in manner in which provlde<i in Schedules A, B. or E.
lH\l
UESCHIPTJO>.;
MA.Rl\ET VAJXE
(Es 11 J11a ted)
DEPI. VALrAT~O>';
(Dept. Only)
-1- ---------.--...--. -.. -
! A copy of 'the Trus't Instrument and l1st 1
I.. of assets comprising the Trust 1s stuehe .
! Transfer was made 8/29/72
I
I I
I
I
I
.00
Insert this tot'il opposite "Transrers., Schedule "C" in the
"As Rpl'ortPd" column on the last petge of this return.
~ c. (>3E
(()\~\~U,\hEAL fH OF PF:,\,\SYL\"A'\'IA
TRA'~FlR l'\liERIT A'C E TAX
RESIDE!'\T DECEDENT
SCHEDCLE .. E"
JOI'dL \ OW'\ED PROPERT'I
--_'_'_'._"~-----_''"'',.",------.
""TRlCTIONS: This scherlule must disclose all property, real anrl personal, ownerl by-.!-he necerlent jointly
~_~,._t_~~_~~:::..!..t;.,~_:_~_ otl:..e~, including intangibles, standing in the name of the decedent and other;:- List
rt'rll estatP first. CiS entireties, or joint tenants, giving brief description, as indicatPd \mner Schedule
"A", }Ilus the riate and place of record of instrument effecting vestiture, but rlo not include entireties
or out of state real estate value in estate valuation colulI'J1. Personal property should be listed as in
Schedule "B", plus riate 0f acquisition, and the name, address ann relationshir (if any) of co-owners to
the decedent.
Df'scription of Property, Date of Acquisition, r;ame
Address IiI1d Relationship of Co-Owners, anri Place
of Recorri of Instrument, where Real Estate.
x -~
l'nit
Value
perC€mtage
Share
I'-,/')('\~' }'
~'x
~,
~
~. /Yh< >y-
~.
/v'
-',,":'70
X>
<<
)<
1.
t500 par U.S. Series E Bond,
Purchased July 27, 1971, Co-Owner
Miss ltaren Elizabeth Chapmant
Granddaughter 5,4.80
5~
2.
1500 pa~ U.S. Series E Bond,
Purcha$ed July
Hie!'. K~theri!1fl
Granddaughter
5~4.80
5~ 277.40
27. 1971, Co-Owner
Stacy Chapman.
3.
'500 par u.s. Series E Bond,
Purchased July 27. 1971, Co-Owner
Henry Lewis Chapman, Orand8on 5 4.80
~
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
Estate
Val ua tion
)<
277 . 40
277.40
8:52.20
> ~-::x.;
~
I
DEP ARTME!'\T
C Al:TIOr;-Do
In This
Value of
!'.n ti re
property
YALt'ATIOS
not \'trile
Space.
Value of
Decedent 's
Interest