HomeMy WebLinkAbout12-21-79
RCC-33 (4~73)
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTlON~,\
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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~enueo <Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Florence G. Ridenour
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
ADMINISTRATOR
Late of
Cumberland
County
State of f'p.rn18yl VRn i R
County of Cumberland
} '"
~~~X:
Farmers Trust Company
of the estate of the above-named decedent being duly sworn, depose
Executor
and soy
Decedent died August 12,
(MONTH)
Nome and address of attorney or }
other authorized representative Ie whom
all correspondence should be mailed.
(DAY)
, 19~{testate leaving a last will, copy of which is hereto attached. }
(YEAR) ~~
James R. Humer, Esquire
One West High street, Carlisle, Penna. 17013
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EX ECU TO R-ADMINI ST RA TO R)
the assets 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 S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
1\1 one
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
wh(~resover 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 las t interest day primf 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;
aU 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 promis sory note s 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 secur:iics 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 liabili ties
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 t'lere is annexed to
said schedule, fInancial statements showing the assets and liabilities of said co-partnership or l)usiness.
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 t.he business as may be pertinent to a fair and just appraisal of the decedent's interest
therein JrliiL<;t be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other propertj: 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 pGssession or enjoyment at or after death, there is also attached to the. schedule a cony
of the deed, t.rust agreement or other instrument creating the trust. There 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 t.he exercise by decedent, either individually, or jointly 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 ann. addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, tbeir 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 t.he date and place of record of instruments effecting the vestiture of
real estate and t.he 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 ~ldiciary'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 nnpaid 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.
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(E:recutor-Administr )
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.J':" C>c\TY
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M;;n:~:(~~l /,~,~.>::i:_;.J:l tit i\/anes
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in wit.h details or the word "None", and in case the assets include rare and unlist.ed 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 colunm #1 in the "Summary" has been properly completed as above-directed.
(City or Town and State)
RC C-34 (4-73)
COMIAONWEAL TH OF PENNSYLVANIA
DEPARTME:NT OF REVENUE
BUREAU OIF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
,.
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
heldes joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.")
----
The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3\
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMATED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ore DEATH In this space)
to be listed on Schedule "F" and must not be deducted from this schedule.
None NOf)L
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIn:::,; 1. DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Inser t this total opposi te "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
Item
No.
1 .
2.
3.
4.
5.
6.
7.
8.
9.
10.
11 .
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31 .
32.
33.
34.
35.
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 wi th 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" awl 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
estat<e of or income from any property held in trust under the will or agreement of another, even though
locat<ed outside of the State, at the time of death, should be listed in this schedule.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Miscellaneous Personal Property
Cash
Checking Acct. 4 3417 5, Farmers Trust Co
Cash Agency Account, Farmers Trust Compan
Attorney in Fact for Florence G. Rideno
$16,000 par u.s. Treasury Bond 3.25%
6/15/83
Interest to date of death on Item 5
$5,000 par u.s. Treasury Notes 7.375%
2/15/81
Interest to date of death on Item 7
$10,000 par U.S. Treasury Bonds 3.50%
2/15/80
Interest to date of death on Item 9
$5,000 par u.s. Treasury Bonds 4.25%
5/15/85
Interest to date of death on Item 11
$10,000 par U.S. Treasury Notes 6.25%
8/15/79
Interest to date of death on Item 13
$900 par American Tel & Tel Co. Deb. 8.75
5/15/2000 10 .4689 "- 913.220''-
I Interest to date of death on Item 15 ",,19.03./
$15,000 par Borough of Carlisle Gen.
4.10% 7/15/80
Interest to date of death
$10,000 par City of York,
1/15/87
Interest to date of death
$20,000 par Lehigh County
Auth. 4.70% 1/15/83
Interest to date of death on Item 21
$25,000 par Penna. state Highway & Bridge
Auth. 4.05% due 12/15/82 9 .00
Interest to date of death on Item 23
672 shs. Allegheny Power SYS:Ems, Inc.,
common 18 34375 12,327.00
700 shs. American Tel & Tel Co., common 6 .187 2,831.25 .''''
600 shs. Colgate Palmolive Co., common 2.125 '12,675.00..,
Dividend on $.25 per she on Item 27 payab e ~
8/15/78 to holders or record 7/15/78 150.00
200 shs. Cone Mills Corp., common 24 53125 4,906.25,
Dividend of $.40 per she on Item 29 pay-
able 9/10/78 to holders of record 8/11/ 8
~~OO shs. Consolidated Natural Gas Co.,
common 37 84375
Dividend of $.69 per she on Item 31 p'ayab e
8/15/78 to holders of record 7/15/78
600 shs. Diamond Shamrock Corp., common24
200 shs. Duquesne Light Co., common 1 .75"
100 s s. E s man da 0 c n 6 .75
u
75.00
30.87
2,425.07
15.D1:>
~o. ca 7
.:!)4d.o. Cl
'4~ 5~ "t. ''is
\~ ISO. 00
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1<61.31
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51. 35
C1 'gaS. DC
) 301. ;Ie;
q \3.~J..
19. ()3
\Jt 100.00
I Ii (p. 13
9) -000. 00
58'.33
19, aDO. 0 D
10.50
~~ DOD. Ob
. IlD O. .s J
l a \ a ~ ..,. 00
4~~a\.d..5
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\ 5D. 00
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1)S(.pi ,15
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ILf,~3\.~S
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,
lP6 75 D. DD
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43,384.45
13,150.00
"-. 82.33
4,905.47.
"'181.31v
7 . 1 25 ""7 , 61 2 . 50 V"
'''4.72.08 ",
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8 .4375 '4,071.88
"'.51 . 35
\.
9,825.00
"-~307 . 29
9 .25
Ob.
9 .00
on Item 17 ~
Pa. Gen. Ob. 5%
9 .00
on Item 19
Community Colle e
9 .00
'14..,.700.00..
46. 1 3 /
-'9,300.00../'
,58.33 ,,0'
I
19 , 200 . 00 '/<,
, 70. 50,./
23,000.00,
'---160. 31
'-80 . 00 .
7,568.75
<"138 . 00
,831.250'
,550.00
65,750.00
36,368.48
Page #2, Schedule B Florence G. Ridenour
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61 .
62.
100 shs. Equitable Gas Co., common 35.03125
Dividend of $.76 per she on Item 36 pay-
able 9/1/78 to holders of record
8/10/78
250 shs. Exxon Corp., common
400 shs. General Electric Co., common
800 shs. General Foods Corp., common
Dividend of $.41 per she on Item 40
payable 9/5/78 to holders of record
8/11/78
121 shs. General Public utilities Corp.,
common 18.84375
Dividend of $.44 per she on Item 42
payable 8/25/78 to holders of re-
cord 7/25/78
105 shs. Getty Oil Co. $1.20 Pfd.
350 shs. Greyhound Corp., common
200 shs. Hanover Insurance Co., common
Di.vidend of $.09 per she on Item 45
payable 8/15/78 to holders of re-
cord 7/18/78
200 shs. International Harvester Co.,
common
100 shs. Kaiser Aluminum & Chemical
Corp., common
100 shs. Libbey Owens Ford Glass Co.,
common 26.4375
9Lf shs. J. Ray McDermott & Co. $2.20
Pfd.
9Lf shs. J. Ray McDermott & Co. $2.60
Pfd.
400 shs. Nabisco, common
100 shs. National Tea Co., common
1 :iO shs. New England Tel & Tel Co.,
common
4:)0 shs. Quaker Oats Co., common
500 shs. RCA Corp., common
6:50 shs. Sears, Roebuck & Co., common
800 shs. Standard Oil of Indiana,
common 51.15625
Dj_vidend of $.70 per she on Item 58
payable 9/10/78 to holders of record
8/10/78
2~55 shs. Tri-Continental Corp., common 19.75
90 shs. United Technologies Co. $7.32
Pfd.
46.96875
56. 1 25
34.15625
18.06248
13.75
30.25
38.75
34.71875
31.1875
,
'-. 3,503 .13 ~.
''----76. 00 ~.~~
11 ,742.19 F"
-- 22, 450.00.""
27 , 325.00 4<>P""'
328. 00 ~.,,~.
2,280.09
53.24
1 , 896. 56 /
.'4,812.50."....-'
"'.6,050.00
18. OO""~'
'7,750.00
3,471.88
"-;2,643.75 ...'
2,931.63
30. 625 .~ 2,878.75""
25.65625 "'-10,262.50
4.8125 481.25
34.4375
25.46875
31.46875
24,21875
1 36 . 00
"'5, 165.63""'/
"..11 , 460 . 94
15,734.38
'.15,742.19
~0,925.00
"
560.00
5,036.25
12,240.00
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RCC-Vc
CC1\jMO\Wl:'\LlII OF l'i:\\SYLYf\\I,\
THA\SFFit I\F'T(IT,\\CF T.\X
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(11 Dirl decedpnt, wiLllin two years of'death, make any transfer of any materi.al part: of' his pstate, without
rec,,:tving ,'j valuable ar~d adcqwlte considprnt,j(j!l thp;'el'ol'? (Answer yes or" no) -J[e.s._____
(2) Did (h~ce(lent, within two years of dpath, trilnsfer ;'I'operr from himself' to him;;elf and another O/'
others (including a spouse) in Joint ownership? (Answer yes or no) -1J.Q__._
(3) If the answer to (1) or (2) above is in tfle affirmative state:
(a) Age of decedent at time of transfer 81
(t) State of deceilent's heiilth at time of making the transfer. (Note 1).
(c) Cause of ilecedent's de:tth. ("iote 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 OT' enjoyment at or i\fter his death?
(Answer yes or no) no
(a) lias 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 ,my transfer without receiving a valuable amI 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 eT'joyment of 01' the right to income from the property transferred?
(Answer yes or no) no
(h) The right to designate the persons who shall possess cr enjoy the property transt'erreil or
income therefrom? (Answer yes or no) no
(fi) if' the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone t)r others
(7) Did ilecedent in 1,is lifetime make a transfer, the consideration for which was transt'eree's promise to
pay income to or for the benefit of care of' tl'aEsferor? (Answer yes or no) no
(H) Did decedent, at any time, transfer property, the b.meficial enJoyment of which was subJect to change,
because 0 l' a reserved power to al tel', amend, or rpvoke, or which cOllld revert j 0 ,lecedent under terms
of transfer or by operation of law? (Answer yes or no) 11 0
(9) If the answer to un ',bove L3 in the af'firmative, was the power to alter, amend, or revoke the inter-
est of the beT'eficiary reserverl in the decedent alone or the decedent ani! others~'
(Answer yes or no) ill a
~OTE1: The anSwers to these questions should be suppor;;ed by afftdavi. t hy the attend} ng physician as
well as a copy of the rteath certificate.
:\OTE 2: If answer to any of the above qU8stions 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 Ivhom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deerl or instrument, if' trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which sald claim is based.
:O;OTE 3: List apj'llicable property below in manner in which providerl in Schedules \. Il, or E.
ITEM
UESCRIPTIO:-;
MARKET V AJ,UE
(Es tima ted)
DEPT. VALrAT~O:-;
(Dept. Only)
1 .
Gift of cash to:
Ada, Ohio
Ohio Northern universit*,
5,000.00
5 ODD. aD
\
,5,000.00
I
I
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J
Insert this totrtl opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of this return.
5 0l00.00
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JiusllUill aub ([~5tament
I, FLORENCE G. RIDENOUR, of the Borough of Carlisle,
Cumberland County, Pennsylvania, hereby declare this to be my last
ill and testament and revoke all wills which I have heretofore made.
I I direct that all my just debts, funeral expenses
and expenses of administration be paid as soon as convenient after my
decease.
II I give and bequeath unto the Bosler Free Library of
Carlisle such books as the librarian thereof shall select from my
library.
III I direct my executor hereinafter named to convert
into cash, as it shall deem best, all the rest, residue and remainder
of my estate.
IV I give and bequeath to the First Lutheran Church of
the Borough of Carlisle and its vicinity the sum of Twenty-Five
Thousand ($25,000.00) Dollars to be applied to such purposes as the
I Board of Trustees of said church may deem proper.
I'
;I,
'.(
..J
V
I give and bequeath to Teachers College, a New York
corporation, in the City of New York, the sum of Fifty Thousand
($50,000.00) Dollars, to be used for the purposes of establishing the
Sara A. Ridenour Memorial Fund at Teachers College, in memory of my
mother, the principal of this fund to be held forever inviolate and th~
income therefrom to be used according to the discretion of the Trustee
of Teachers College.
VI I give and bequeath to Ohio Northern University,
Ada, Ohio, the sum of One Hundred Thousand ($100,000.00) Dollars
.
together with all the rest, residue and remainder of my estate, to be
known as the Sara A. Ridenour Memorial Fund, in memory of my mother,
to be applied for such uses and purposes as the Board of Trustees of
said university may deem proper.
VII If my estate shall be insufficient to pay all of
the specific pecuniary legacies hereinabove provided, I direct that
all of such specific pecuniary legacies shall abate proportionately
and that my estate shall be distributed prorata among them.
VIII
I appoint Farmers Trust Company of Carlisle,
Pennsylvania, as executor of this my last will and testament and I
direct that no bond shall be required of it during the administratio
of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
J/;~day of ~~~~~~, 1975.
oj
this
(SE L)
Signed, sealed, published and declared
by Florence G. Ridenour, testatrix above named,
as and for her last will and testament,
written on two sheets of paper, in our
presence, who, in her presence, at her
request, and in the presence of each
other have hereunto subscribed our
names as attesting witnesses:
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FlCC-J7 (12-c;)
('0'\11\11':\ \\ EAL rH OF rF7'~:-;5YYL.\"IA
TRANSFER INHERITANCE; TAX
RESIDENT DEc'EDENT
SCHEDULE '1)"
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BE>iEFI(:IAHIES
~NSInp-i- n____ i -------;--------------------
B~NEFJCJARIES AND ADDRESSE~, , I (If- step-chiid~,~;;. or ; ~;l~~\:IV,EI? i DATE i IN'T'EnE~T (\F
\State lull na.mes anc addreflses of all who I illl'gitimatc chldn;n i ,!E\~DJ!::-':I 1 OF I BENEFH'fAHY
have an interest. vested. contingent or other-i :!H' lnvolved. set i ST A; L ,YE:::. I r 'T i 1;,\ FST\ n'~
wi~f' iT! es+;>t.e) : forth this fact.) ; OF. NO i 3Inn. !
. . :.L_=-~,.::':-,,-_ --t--.----------r-------j-----------..---t----..----.--------- .." -----------
Firs.:t....Lutheran Church i N()m~ ------1 n/ a ~ n/ a ! $25-,~0-.-00-------------
South Bedford Street I . i -l i
Carlisle, Penna. 17013 . 1-' r~---
,,-----. -+ I -t---------------..-...----.-
~:~:::: ~~~:jty I None~ : n/a n1~=t~~~-~QQQ.0~=-~=
tJ25 West 1 ::>Oi::h strRRt I .--1-- +-----------
New York, New York 1_1 ----L-- _______________
I i I
____________. I i --+-.--...------..-.---------..----
Qhip Northern Univ"rRity I No"" I n/a i n/a i $100,000_00
Ada, ~hi~~5810_---+ I l- 1 ~e~~~-==-=
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DeponeJlt further says that all the above-named beneficiaries are living at this time except below:
-~.,.- "---~---" ~
NAME DATE OF DEATH RESIDENCE
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( 2)
(.'\' Iktnlllillt'd)
-
- ~
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SUM~IAHY
(Seh. "A")
(Seh. "B")
(Seh. "C")
Heal Property
Personal Property
Transfers
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Or ~..::
Eo.o
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u ::; .;:,
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Cross Taxable Estate
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( 1 )
(As H<'ported)
$ .00
$536, 368. 48
$5,000. 00
$
$
$541 ,368 . 48
$
$
$
$
$
$
R C C-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERIT ANCE TAX
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schectule must disclose all property, real anct personal, ownect by the rlecerlent jointly
with another or others, including intangibles, standing in the name of' the decedent and others. List
real l'state f'irst, as entireties, or joint tenants, giving brief' description, as indlcated lmder Schedule
"A", plus the date and place of' record of' instrument eff'ectlng vestiture, but do not include entireties
or out of' state real estate value in estate valuatlon column. Personal property shoulct be llsted as in
Schedule "B", plus ctate of' acquisition, and the name, address and relationship (if' any) of' co-owners to
the ctecellent.
Description of Property, Date of' Acquisition, Name
Address anct Relationship of' Co-Owners, and Place
of' Record of' Instrument, where Real Estate.
unit
Value
Estate
Valuation
percentage
Share
None
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" colum on the last page of' this return.
DEPARTt.!ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
f\ { {\ (\(;
N () n~
REV-Sla (8-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
1710S
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Farmers Trust Company
One West High Street
CRrl;~lp) PA 17013
(Executor or Adm ini strator)
In Re: Estate of
Flnrp~c~ G. Ridenour
Cumberland
County - File No.
?1-78-0448
Dear
You are hereby notified that the Original
appraisement in the estate of Florence G. Ridp.nonr
has been filed in the office of the Register of Wills of ClImhp.rlanil
County on 8 March , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
536.368.48
5,000.00
None
$541,368.48
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22,1965 to June 16,1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 3(3.
Date
8 March 1979
Signed
<.......---....
Title Administrative Officp.r n___
Note: This is not a bi II.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU 01= FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVtr\nA
RESIDENT INHERITANCE TAX
APPRAISEMENT
c~; c __ R M~r('h 1 Q7Q
COUNTY _ ("11nho~' ~T\r1
FILENO, . 21-7B~~_.
Whereas, Florence G. Ridenour late of _ Carlisle
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the _ 12th day of August 19 ~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T 9" 1<'..1 gin; H , 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 tne 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
VALUES
P\ppraisernent
!\"adc for Inheritance
Tax Purposes
Rp.ql
$
None
Personal Prooertv
536.368 48
Transf~rs
In''nr1v Ot.mpd
Nnnp
5.000 00
r
'l'nr.ql
S54l 368 48
~
!
i
~
t=
~
~
I
Have been duly sworn according to law 7 I do hereQy~ertify tha,t tJ:1e aQPve appraisernElnt is made in conformity
with the law on this Rt-h day of '.. -. .' . M~,..('h . ... 19 1.9.-.
(~_.. '" '.. .
Appraise'.
(Number and Street)
Harrisburg
(Post Office)
. Penna.