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HomeMy WebLinkAbout02-23-79 Form No. RCC.62 (6.70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER SlO.OOO. UNDER SECTION 701 OF ACT OF JUNE Ul. 1.el. EFl"ECTIVE JANUARY 1. 1982, (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) *' OFFICE OF THE REGISTER OF WILLS County of , 9:q~~~.~~:9:l}~, . , , . . . . . , . . , . :;,~~~,~~~. .~?::~~. .~:~l. '~'~~:~" ~.~::~.~~~,~ . . . . . .. of .~~? .'~f?,~ ~. ."~9~.~~~. .~~ ,..', . ~~.~?~1.~~~.~1?~~~,. Pa. (N&me) they are (Addreul being duly ._m~~_~!.:!lm...n...mnmnnaccording to law, deposes and says that ie is the m.m;:;~~g_~~];':~~.~~m___mmn____.n._._. (Enc., Adm., Lcp.ttt, Etc.) >?ernice 2:;. Strayer . 27 ':!est~reen St. of the estate of ._n___........_.__n_.nnn___nn_.n....n..__nn_nn.. whose last residence was ...___n_._______.________..____..n.________.____..._____.n__ (No.) (Stt~et) I.Iechanicsburc, Pa. .' l'l.ug. 6, 1978 .m..._.mn__...._nm_mn.m..m_mm...dece::ased, and that the whole of the estate of said decedent, who died __.mm.m__m___...._m.. (City, Botough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AlIm RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value lione None Personal Property Checking Account Ho. 1 60-145-9 with r" ,'irat Bank and Trust Lae Company 01' ~.Iechanicsburg . Pa. S34.61 Savings Account 1;0. 508-229-2 "dth The :First Bank and 'l"'rus t Company of l-lechanicsburc, Pu. )-1.1:)29 .88 froceectS from. public sale of household furnishin;::s held SGpt. 9 1978 at 27 '..I est Green St. , Eechanicsburg, Pa. 2603.90 Small Hooden Desk 3S.00 Color 'l'e1evisi)n Set - Used . 7tJ.00 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death, Such letters must be signed by a responsible officer of the financial institution 01" mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered, x Jointly Held Property Estimated Value None None Transfers within TWO YEARS Prior to Death None .done I 1--- +- ~---- That at the time of death there was no safe deposit box registered ih 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SA~-E DEPOSIT BOX RENTED IN NAME OR NAMES OF I RELATIONSHIP OF JOINT ! HOLDERS TO DECEDENT ----+---- 'II' ,I BENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest, vested, contingent or otherwise, in estate.) RELA TIONSHIP (If step-children or illegitimate children are involved, set forth this fact.) SURVIN'ED AGE OF LIFE DECEDENT TENANTS OR ST ATE YES I ANNUITANTS OR NO AT DEATH OF DECEDENT INTEREST OF BENEFICIARY IN ESTATE ::losella J. '{ouse-(;I J i.., Dauch ---l-- i , "::state St.. :.leehaniesburc DauP'h ~ay ~. Strayer-it. D T.et.T'j sberry I Pa. y e 1 J Carlisle. ...'a. Hane 338, Ca~lisle, PA_ T .Ja Box o D I- I --+______u___~ I 4 ~~ BANK AND !RUST CO. MECHANICSBURG, PENNSYLVANIA 17055 November 1, 1978 J. Robert Stauffer, Esquire Market Square Building Mechanicsburg, PA 17055 Re: Estate of Bernice E. Strayer, Deceased Date of Death - August 6, 1978 Dear Mr. Stauffer: We have searched our records and found the following information concerning the above named decedent: 1. Checking account #160-l45-9~~ened prior to 1960 in the name of Bernice E. Strayer. Date of death balance - $534.6l.~? 2. Savings account #508-229-2~pened 1/31/77, in the name of Bernice E. Strayer. ............... Date of death balance - $4,829.88. Accrued interest to date of death - None. 3. Other passbook savings accounts - None. 4. Safe deposit box - None. 5. Capital stock - None. 6. Time Certificates - None. Very truly yours, 0/ ..---- // . (:/-7/ - h < . ,?'/~/ IW/1-'-~..:I~ '('~L~ (elf:' Dav~d B. Ooove - . '_____ President DBC:c -- - -'F;}!~-'~';:':"," ':','-::-:,":~.-',-'~-'; '.y ';f:",-~ ",; "" ..,..:.~; __ :;~.'~:;:;";:"'T':i:":;;~"7&O -:;~::-;-','-"':- ~'.:--:;:':"-~?::~~':'7-~~;:rr'~1";': :'~'-;::-<-,,,"-:" .. . -, LAST WILL AND TESTAMENT OF BERNICE E. STRAYER I, BE,RNICE E. STRAYER, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, bei.ng of sound and dis- posing mind, memory and. understanding, do make, publish and de- clare this, my Last Will and Testament. 1. I dir'ect the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I give and bequeath my colored Television Set to my daughter, Faye Sourbeer. 3. I give and bequeath my Small Wooden Desk to my daughter, Rosella House. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever the same may be situated to my children, share and share alike. LASTLY, I nominate, constitute and appoint my daughters, to wit, Rosella House and Faye Sourbeer, Co-Executrices of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~7P' day of September, A. D. 1976. , I ./8/' i ;'.'.::' rJ .T.C.2 :_:~ . :":'1 ~~T1~ A ~~'.~;"I1 Bernice E. Strayer (SEAL) -1- ., - ..-_r..".._.,.,.,"",~_.,.,-..,...._' .'..D........= """""',.0..'...."'""-_...-. ..- .'t:"''' -.-'':'''....--.-.. :.~.-7.,J;"'-,-... ;-::~ ......,.i'...~:.:~.~,.-,'''':.:;.-~.7 >: -~~.:)"~-{ "'""',:: - ~~ ., Signed. sealed, published and declared by the above named Bernice E. Strayer, as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at the request of said testatrix, in her presence and in the presence of each other. -2- " . RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED OTE: List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT Funeral expenses paid $ '" Family exemption (will not be allowed unless decedent died residing with a spouse or children.) / / Administration Expenses · Counsel fees · Fiduciary commission · y'/ OTHER DEBTS AND CLAIM ( .) See Note below " ", "'- ~'" "'-, '~" '\'\', , '. ....",. " '''-'-" ". / // / // / / / / /' f Total Note: The estate agl'ees to adVise the RegIster of W 1I1s if the amount actually paId in se;yement of any fee, comn;ission 01' debt is greater 01' less than the estimated amount claImed and allowed. ~~_ :l. r,~~ Subscnbed a;~,swol n to before me thIs. . . . . . . . . . . . . . . . . . . . . . ./ . ..,_!G;L.\,..-:" '~~:~~~i . . . . . . . . . . . . . ........./.':1..:.: ... . day of )/-:(,y':".--;:,:~.0'-.V...,19.7f} . ., )~'~"[' ~:k!.I1-.~~j'7. .. .J. .. . ~,~S f~~,y...... : r. .. j.: .1(';(' ''Cc-L,C; )"7-<_ e{ '''''') , .5Jc.<-I~ . . . "J.-,.,.. -, --' ... .C-. L. 1 J It.. ,,~f . .9.3,5. .!;.~.~t;. .~'~~:.3,:;L.€?r.. ..::t.~.................. (Street Number) i,'.. ce. ":" f'I' cr-,_':"~, 1tJ7Q . .1:l~~.~~~~.~~~~g.~. .?~~.. ~.79$?.......... (City or Town and State) Having been duly swom according to law, I do hereby certify that the above appraisement is made in conformity with law on this . ... .., '" ... .. . ......... ... ... ... day of.... ... ... ... .,. ...... " .. .... ..... ...... .., ..,19. .... ApprRieer In the event that any future inte1'est in this estate is transferred in possession 01' enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transferinheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................. Register of Wills ("') ("') t"" :lJj :>~ ." 0 0 '" 0 ~ c ~ . .J) a:: ~... :3 =' '>-j :> s= z .... 0 :t.l ... ~ 0 '< ..... ~ =' ~ =' . f-I. Cji' '" 0 ~ () tI:l ~ ..... :0 tI:l .... () ~ , .., 0. ""Cl ~ . ..'::'~'t .(1) ~ '" '" 0 '" .(1) .... ;:; ... 0; ~ '0 : t.:>J 0 0 .:., ::r : ;:>' =' ~ ~ 8 0 '0 'P' tI:l ..... ~ :> :S :t.l 'en r.n ~ Z Z ""Cl .;:; .r-,I. :c-t- ~ 0 ::t Z ~ ~ .0' .0 ,f-;$ :> '"l t:J =' tI:l =' '(1) 'CO . r.) ~ ~ ~ :> rA >-:\ :0' :<<: tI:l = :> = '< '1-' .~ .(1) l"l l"l ""Cl <' 0 ""Cl ""Cl '" 'P' 'f-;$ :f-;$ ""Cl ~ =' :tJ Dq ~ ~ :> ;. .0.. :> - t:J. - r.n ~. r.n :> ("). tI:l ~ ~. t"" "'. s:: ~ rJl' '" !.: tI:l .., Z ~ * R E V-SI8 (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 Rosella House and Faye Sourbeer 815 West Keller St. Mp~h~n;csburg. PA (Executor or Administrator) In Re: Estate of Bernice E. 5trayer Cumberland County - Fi Ie No. ?1-78-0455 Dear You are hereby notified that the Origin;:tl appraisement in the estate of Bernice E. St:r;:typr has been fi led in the office of the Register of Wills of Cl1mhprl ;mn County on 23rd Day of Feb ~ 19.12..., Said appraisement reflects the following valuations: Real Estate__ Personal Property Transfers Jointly Owned Total None 8,078.39 None None $8,078.39 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 dllYs 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. Date 23 February 1979 Signed Title Administrative Officer ,^" ~------ Note: This is not 0 bill. . RE::V-45'7 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 1710!5 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 23 February 1979 COUNTY r.l1mhprl.qnn FILE NO. ~,.1-78-0455 Whereas, Bernice E. Strayer late of Mechanicsbur2: in the County of Cumberland Commonwealth of Pennsylvania, having died on the 6th day of AUi'ust 19 ..1iJ.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, _ Leo Fulldniti , 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 $ Nnnp "Ro !31 li'C!r!3t-o PPT~nn;::11 Property 8.078 39 Transfers NnnQ .Tointl y Owned 1\T~_~ Total S8 078 39 , Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this 23rd day of " Februarv.. 19 :I.!L-. Appraiser (Number and Street) HarriBln:lrg (Post Office) . Penna. 'II ~, \~\ q~ ~ ;. , . i ~ :;::-... \ r< ,~: ; : \ : -1 : "< ~ F. <..../: >, ..... t:: ::s o o <t X <t ."'-' ~"'~ U <1:l ~ ~ I- 0:: w :J: 2 I- 2 w o CI) w 0:: .:.{ i: ----,: \ . ;'1, : "0 11> C/) <1:l 11> CJ 11> Q ," \J: '" )~ C; r: ~ ~\; C'tS \. ....:j ,..::~ ,:'} i"\: \..:'. . ):.......: { \. \: rr"~: ..~~: ---.;. ...... o > ...c:~ ..... <1:l 11> o '-t-. o 11> ..... q ..... 11> ~ CJ o o ~J ..... t:: 11> S 11> C/) 'ra $..., 11>- 0. 0. ~ ~ .-: .~: ~ ~ 0\ ....... " \: .J ......_~: 11>~ CJ ~ o -f::I7' 11>~ ::s "0 :><: <1:l ..... "'-' o ~C/) $..., 11> ..... 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