HomeMy WebLinkAbout03-23-79
... .
. RCC.3~'(4-73)
'.
..
q 1-'7* .. .1/~/71
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF Cumberland
IMPORTA.NT:
This r8turn must b8 compl8t8d in d8tail and fil8d in duplicate, with all attach8d, 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"itenue. <Section 703 of the Inheritance and Estate Tax Act of 1961.)
Cumberland
Late of
} AFFIDAVIT OF
EXECUTOR
County ADMINISTRATOR
IN THE MATTER OF THE ESTATE OF
Henry Warren Welch
(STATE FULL NAME OF DECEDENT)
State of Pennsylvania
J."
Mervin J. Morrison,
Executor
County of Cnmh.r land
Admini stra tor
of the estate of the a~av..nam.d d.c.d.nt b.lng duly sworn, d.pos. and say
June 22, 19~{t.stat. leaving a last will, copy of which Is h.r.to attach.d,,}
(MONTH) (DAY) lYEAR) _
Nom. and addr..s of attorney or } Hamilton C. Davis. Esa.. McCrea , Davis
oth.r authorized r.pr....ntatlve to whom ill PA 17241
22 S. High Street, Newv e, .
all carr..flond.nc. .hould be mail.d.
Decedent died
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
the as sets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S.~FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
tAt ~atiOD.l B.ft~ of
That the contents of said safe deposit box or boxes are itemized
with the exception'of the following, for the reasons hereinafter set forth:
on schedule B.
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, dat~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.
under Schedules B of this return,
All items of value listed
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 priM 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 in!lebtedness of the United States to the de-
cedent; all obligations, whether by flt~~utfl of.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 apP8f<<tJ~~fNel!kfiilv~rt',r.fvpJ~,'\lres, 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 securities owned by the decedent at the time of death, with the.market value there-
of at such time.
~
.
"""
Advertising
ltSTA.BLIS'HaD 111120
Newville",P..... Vl~41
... July 3a.'I 9~
Last. will & testament ol'HenrJW8,rr~n Weleh
Admin! stra tors ~,~,'."ilL ...M~r'Vln lViO'l'x-ison
Attorn.,s-- --... --- ....001;'ea& Mo~..""Ne,,,ville, Pa.,
1.
2.
Pay all funeral and other expenses
Bequests:
Miss Vera McGowan, CQusln---BurntCabins,
Mrs. Martha Sprenkle w--McOonnellsburg,
Mrs. Sara "({ain 1t""Yor,lc
lJirs. Kenneth Bowman ----..Newv1lle
Sam&: Tennie Kough---.......-.:..C..rl!sle
Mrs.' Viola Ohronister----Newville
Newv.ill. Hose'OG.'.1;....;........;;.."':"
Prospeot HillOemet.j'-........ ,n
Burnt Oabins M.E.Chur~b--BU!nt Oa~lns
Jjurnt Cabir~s ~eme.tal''''-'''''-
St. Paul LutheranOh......--N.wvl11e
Mervin Morrison Thl"(!U~ah11d:r.n ::
Mr &: Wirs Mervin Morrison.'
Pa...----$75.0.00
It --...____ '75.0.00
ft.......___... '750.00
ft_______ 500.00
"------- 500.00
"------- 250.00
"............--- 2:$O~OO""
If___.....__ 500.00,..-
tl......_____ 250.00fMemorlal)
.. .. ------ 250.00&.,0
"~------l5.00.00v .....
It.. __ ~__ -1000. 00EaOh10 Illl'"
II -J./J./d ,," Shares .1"ar.ers
Bank
T~nn:te tt Slllm Kough......... ...;';'''Oar1181e It Antique Ring &:
Dtamond Ring (insafeety)
'1' enn ie &: 3am KO\1gh- ----- tt \Jrf1nd"t'ath"rsCl~8i
.Lutheran uldFolks a~!Q 'Washington, D'.C.'looova~morial Sa.a & .
Warren "elo"'. .
01 lppled' Ch11dren~.<1:l~./soniol'roJeet.lOOOf"""
House 69' 3outhHlgb;'.tt01!~Vll1e'lt~,.'tOl'ic.lSoeiet'to .be in
Memorial to. Do.gh.rt"W.lo.l:t!Plu..~,"".OO.ortlb . ot antiques
( , ..... ' ..} '", '. .... ,.... "',',: oI4i-'lA'1'I"Al
a. 'laalance of estateto~eJ),1~~~,9n,j:ntere8tand an ordJUl~1on.forme4 tor,
aid otboys &: g11'ls JtfJ~'lng'.; ','II'e t()ent.l~ 0,ol~~letrollla1gSpri~g
801'100]:( Known... ~ar.".'~".r~~'fi ..':"~d )In.t.~8t~~~~'t.t) .be .~a,,4wtth
the understanding tbat.Jt.,.l)o. ,~~l"1 a s s18ted.,;fll.rettU-n.8'm~Wb~n,
able to ,dO so.,\...?t:.l. C...i.2W.... '.'...i....I.......;...;,...~..~. "i;'.'.:.: "".;;,.: ;." ."" .
Pre s. fir .lJ. .1 · .. .' '" '.' . .it \( i]2ruttttJ..fl.11amMoOre.
vlg:e~~~=i8; ~~4-4q~':i~ .~YM wood.
. Walter Fickes
At teat 1.~.. ,.&.0r-l!).}ii;i//F
_ ..DtJ/ttl/t,~-.~~'
I . ......... . '.'.'
...~.-"
. .
-t' i;""
~~IlIIHH"
COMMONWEAL TM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT.
.
'.. :.,~, _~~_~....-..._......v~".. ...__.... '...n...;...'...........
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
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.")
The real property located In the Common_alth of P.,,,,aylvanla should be
de.crlbed by lot and block number, .treet and atreet number, together with
a general de.crlptlon of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm .tate number of a.
ere.; alao .tatement of mortgage encumbrance. upon each parcel at death
of decedent. Taxea, a.....m.nt., accrued Intere.t on mortgage., etc.,are
to be lI.ted on Schedule "F" and mu.t not he deducted from thl. .chedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In thl. space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
1. 77 S. High Street, Newville, Pa. $2,760.00
Land and Building, Deed Book reference
l4-H-586; valued as per agreement for
sale entered into with Gary Diehl,et ux
2. Lot on High Street, Newville, Pa. $
Deed Book references l3-Z-369 and
l5-L-234; val~ed as per public sale bid
$11,000.0<}//
40.00
$ 4,500.0(('
3. 73 S. High Street, Newville, Pa.
Land and Building
Deed Book reference l3-Z-369;
Valued as per public sale bid
4. 49 S. High Street, Newville, Pa.
Land and Building,
Deed Book reference l3-Z-369;
valued as per appraisal of Robert
Suloman, Licensed Real Estate Broker.
$2,580.00
$17,000.0g....l./
$3,030.00
$27,000.00.--/
$8,410.00
$59,500.00
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.
'Revere
'Real 'Estate
115-119 West 1tigh St.
Carli.le, i>a. 17013
.....t 't lV1!
M,.. .en1r.l.....u..
....... ,.. ..... .1
...,....~,,:.... ....... ....
,.....J;~[.I)i:........
~... '...... ",........,... > ".....'jj~. 'II""'" .....
1I~1..lPi~" 6 ......
Dear .\;or. KOl"l'isoru
In A.eord~. with 7f11ta req,ueat. Ib.... .... Ul naluaUoa .t
t.a. paoopert., at 69 I_ta Rich S~, ......u.l., Pa.
t.. eunet.erillu.. ot tla1. ""~ ".'''W tMt tRe ~
appna$. _tke4 'WUl ..., ...vawq ....,U.. ftl'rellt Y&l...
1M 1M.. IMtt,h"'aM I"~..__t, ...,..... weuU t.. to
YWU7 OQZ" tiwti...
a....'.", h., 18~' op1a1oa. t.aat t,..tw -.ricet YAlue 18
$27,000.00. .'
."pl..,...' in ... e~tion to" .~nc tIa1a &y)pn.Ual aN
18 no ~.,. ..... -tine_to .poa the Y&lu. NJ)On.I, and
I .~ tlIat 1 -... no.1atere." in tat _...,..t pJ"Gpert,,.,
pn8ttat 81" _"-platH.
liMer.q,
1(~4)~"
.io".rt, A. 5 Ul0ll&11
'~-
,-'''-
.._....'...--...... . ........._..__' o'<_,""..~...."_.,,.,
~.,,!,
. ..
'- .'~~~ --.
'i ',~~".;.~.~ it . i " "It" ,,\
<. _.;~~,.~:1\', i.:\t..\., '_:...:: ,: '-
";'~" A 't::,
Ii. ",.' "
'. '1-.'; f;,t > ~
.,
Pennsylvania .~t of Revenue
aueau. of Q:unty Collections
l ,~
a. WarrenwelP'h,
Dat.eof Death; "Jun~
1
1
$10,000.00 ,
'Ia.:rned IrtW
,,'.,c_. ,. .~, ," ~
170 dateoof
death6-22-?
$327.73
'.
Mareh1, 1979
Carlisle
,----
'-.
'~'~"""'''''i'~,~'~.' ..' -, ""~"'-'--".~'~~, !,,~r,~~';;.:,~':"':.""""'~.!l>. .""""t:~"'>'<. ". .;.".~..:~~ :.,.;~"..,..",1'., ,~l~.":.(~":'~~.::;:""~~"::.',
'.
, ,..
*u.'~lvania,~tPf' ~'.
. .Sw:eau of county CO:Uections
~ ~
June
. DeCea~
. H.Warretl.
,', ,',. , .. '1.,.'. ,', "', ,', " ' ,._.,.,,'
",,'11;18 ,heteby CI!riliied .tha~..the'aQ:N~~d~t ~,Qntl)e~'&1te'
. '::i~.~..wit.h..us:
.',' '." ..'
..:',"....f " "
.;::;,~i;~..~.
. ::':"f;-'":. .... . . 7 .
,'::"<'~'~ No.
Ti~:f#~:;
Lt.' . ,..~... . ".LlJ:~l':
;1'. 1.9.. ....\t{..'('(Y\
list attached
'.
March 7, 1979
The First National Bank" Newville, Pa.
By'
Asst. Cashier
......,..".,.,.,-.. . "".-.'-
....... ~l".r"en ,Welch The First National Bank
Newville, Pennsylvania l724~
Ceui-U.c.ates of Deposit
Number Owners Date Value Earned Tnterest June 22. 1978
AR164 H. W. Welch 1/22/73 $ 2,500.00 $ 62.50
,AR194 " " " 2f.9/73 1,050.00 23.28
AR251 " " " 4/3/73 2,000.00 26.33
AR322 It " " 4/26/73 4,500.00 42.00
AR346 " It " 5/10/73 550.00 3.85
AR413 II " It 6/21/73 1,000.00 .17
AR429 " " It 7/6/73 1,000.00 57.67
AR465 " " " 7/20/73 750.00 41. 50
AR55~ " II " 9/7/73 700.00 33.25
A'R673 " " " 11/15/73 2,250.00 81.38
,
AR726 " " " 12/18/73 2,000.00 61. 33
AR748 " It " 1/14/74 2,000.00 52.67
AR977 It " It 12/30/74 ~,OOO.OO 86.. 50
AR997 " " It 1/23/75 1,000.00 24.83
AR1074 It It " 4/16/75 1,000.00 11.00
AR1143 " II " 7/8/75 1,000.00 57.33
AR1266 " It " 12/30/75 3,000.00 86.50
AR1407 " " " 7/16/76 2,500.00 140.00
ARI505 H " " 1/3/77 2,500.00 70.42
AR1525 " " " 1/21/17 1,000.00 24.83
AR1737 II " " 2/2/78 4,000.00 93.33
). .~
HenryWallren Welc:b '.,
t - - ': ' : -~' :, . : . ' . ; . . :'
61.22/71 " .....
Qac:eaSec1
-
",~~~.."ufie4 .that\::l'l!tc~~~ l1<o4. c:ln ~~dO.te.
. ..;~""" wi~U1". .. ... .. . . .... . .
{Prin . tit'
F~Va1ue'/ '. ~.'l~
. Li,s't attached
'.
3/2/79
..
'"
;~#~~,.
No. 9588
THE FARMERS NATIONAL BANK
OF NEWVILLB. PENNSYLVANIA 17241
i"~.'.:._~
W~ YNE WOOD, President
MERVINJ. MORRISON, Cashier
,l.
C. CERTIFICATES OF DEPOSITS
NUMBER OWNER
*IIIX
4517 H. w. Welch
4546 It
4565 "
4566 "
4573 n
4572 "
4618 "
4646 "
4656 n
4689 "
4249 "
4260 "
4267 "
4275 "
4285 "
4287 If
429.2 "
4310 "
4311 "
4312 If
4315 "
4331 "
4335 "
4340 "
4345 "
4349 "
4352 "
4367 "
4375 If
4388 "
4418 "
4423 "
4443 "
4446 If
4506 "
4510 "
4509 "
DATE
1/3/78
/1/6/78
1/18/78
1/18/78
1/24/18
1/25/18
3/1/78
3/28/78
4/3/78
5/2/78
5/24/77
6/9/77
6/15/77
6/28/77
7/5/77
7/7/77
7/8/77
7/16/77
7/11/17
7/18/77
7/21/77
7/}0/77
8/4/77
8/7/77
8/11/77
8/t4/77
8/19/77
8/26/77
9/4/77
9/11/77
10/7/77
10/12/77
10/29/77
11/2/77
12/17/77
12/30/77
12/30/77
CAROLYN H. KOUGH, Asst. Cashier
MARY E. KELSO, Asst. Cashier
FACE VALUE
EARNED INTEREST
$2,505.00
$2,505.00
$2,020.00
5,020.00
1,505.00
1,020.00
4,000.00
1,060 .00
3,550.00
860.00
3,435.00
4,530.00
3,850.00
2,400.00
to1,115.00
4,385.00
2,010.00
1,040.00
1,050.00
1,010.00
4,220000
11,130.00
1,340.00
2,:330.00
630.00
1,080.00
$ 360.00
i 630.00
1,180.00
605.00
360.00
$1,330.00
i62,230.00
1,305.00
5,055.00
1,010.00
2,015.00
70.39
68 . 1 6
51.86
128.86
37.28
23.80
105.00
4'. H5 15./0
46.71
7.34
16.60
4:i;66 q 15
4.48
134.40
64.61
251 . 62
115.17
58,22
58.60
56.23
194.00
57.96
70.96
182.35
32.60
55.44
18.18
31.0J>>
56.70
28.98 5?D
~/.~
55.40
86.56
49.99
115.85
27.67
57.61
$75,68D.00
$2,440.78
ROC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
.
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
UNIT ESTIMATED
VALUE MARKEl' V AWE
1. Proceeds from sale of personal propert:y
Sept:ember 16, 1978
2. Furnit:ure - as per appraisal
3. Clock - as per appraisal
4. Rings - as per appraisal
5. Checking Account: . none
Farmer's Nat:ional Bank, Newville, Pa.
Dat:e of Deat:h balance
$
$
$
6. Checking Account: . 097-159-6
1st: Nat:ional Bank of Newville, Pa.
7. Series "Z- Bonds - list: see bank safe
deposit: box invent:ory
8. Farmers Nat:ional Bank st:ock, 133 shares
I average price as per public sale
9. Fult:on Nat:ional Bank st:ock, 60 shares
@ as per public sale
10. Parmers Nat:ional Bank St:ock, 100 shares
valued as per public sale
11. Life Insurance - payable t:o Zst:at:e
12. Cash on hand
13. 6 - $2.00 bills cash
14. Life Insurance (prog , Swit:ch),
payable to Zst:at:e
15. CD's - see attachment:8 O.
plus int:erest accrued to date of deat:h
16. Glen Gerry Stock, 53 shares @ 6 7/8
17. Glen Gerry St:ock, 106 shares @ 6 7/8
18. Wellington Pund, 33 shares @ 8.95
19. Account:s Receivab le (prog , SWit:ch)
Adv. Business
$1430.41
$
$
$
$
124,980.00
$ 3,849.18
$
$
$
$
20. Proceeds from public sale of personal
propert:y cont. next pap
$
Insert this total opposite "Personal Property., Schedule .B" in X X
the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
(Do not write in
this space)
. I
. .
~ ,Ai; ~.. '/~ ~ /~'4
~!w ~~ -<-;L..,.' r'" y.., JL'J LUM<4</
(/..)il..ch ~i6#'
n~'/F~~ n'n_n_~.n.n___j(:LOO. @
__'."""_~';"~"'_"'" .....,'."~~...-,_....._..........._._,.,_~_._,~....~..._..._.~4,.________._"-'-,.,_ ,~.._.'_. _'.'_"._
:._. _C~~.._._;2._7()..~-'ll~~__~.__._.._______..____________.._.__...3..QQ.!.QQ__
___ .._______i._____Wc.tiuAl_____.____.
.__________________ .___.~_Qt)~o,p .
.L)/2l2?z.d.L__-~jiiZ:___~~_~------.-------..--...-.-------
. ._____..-.__________ . ;lsJlfIP~.. Ill. .'H~eI4~~" .1(~1wP"------------------..---.-__-2Q--~r\)..--.
-.1-3--J1/c..rJdk~.----(jlL.___W~lf~~-~~-.-..j"Q-.. (fU
... . -------.L..-- _______~~--.-~_.RCl:3-~J.---..:.. ___~.___._ ....._.+____..._..........__c_.._....... .
1
: '.- "-.'--" -.-~--.~~~~~~~~;fr..RtTOW.....-~.-~.~...-."--.,.. .... ..-.... ..
"'-'+-' B.(J;{"-~_Q:J;;:_.EJ;~J".'1-#~IJ.LJt!tl~ '---''-'. ..-.-......+.... -....
/~'....~
. 4.~k,(A:f'..~ .'. 4~, '-'1p. ..l(,j\k.""lJNJ~~r;",-:Rljp~~-r..._~~----_....._.-a:5<:1,~..L ~~L..._-.._. .
.. CJlf?'L~JjJ5. .9L. ....TJi'a~$.._.~__..___......
( }Jo IJ.;)
.;. MR. We/GfI..~FTliJr.~(!ll. S~!J
So' (f\)
1 .'
L -:P/~JJo, l~ ~~,I)
"..,~ - ~
?O,t't'
. i
~ A'eeN I~ 'ho/-6.,.~., &oJIr KOtd''''
h'
__ ...... ",_,.c4,__.'T. )f.~([e.!"s__~.____.__._~___..__..._...._
~o I O!J
- ... ~...~.~ ~ .
i I
FiJf~
'?.L2't;t' . F;,iI4Lf'.s~r_jN
'I)';;'~1 l?t"t>~. _.-7'1. jQ,_~
&2'/ V _~ ~0>
Gtd ,,-1. . -p
. . J . c-A1I?j/&!'j S....J11ez.
lhF?o1.,(911UaLl. !:e
At,,!
4
j:"".1.( ,t.kf
::.~g~:ii~,
~-~
',;,:':'.
.z:....~.A..-.................... '~.''1.'''' ~.'.l W-<~
,~-/ 7' ~
_dI:J~.~~_..;;;]..~.; .orJ-=-_.
.~...,-~
~
--Tt----
~...--"'<.~-'
. ,
,-,.;.....-~~
I
,
i
I
I
I
J
f
\.
"~.' Ulr;13,1978
Bateot 1Dtr,>
:." ,..../
~ ~__ P'
'''~:r,':': ;,1:':' ;;,:.:\"
oo~t~ '
:'f
.It
,r;
i,~
; 'Jt.
.~
~ '\'f!.
'1
.;-.
ll.. Warren Welch
i~
...-
,~
nQrel.t~on
'i
~
F"
,,';>- ," ,."
. ,
'ii' .'
. "~, ",.',;
',vb,'" the ,ate depo_it boX '18
ill PA~
-
8.
""~ 01"". ~31
. ." . . ...:''','.':':,'. .' .' ".:
.,lt1. _~*1Oh bU 1_ l'es1t'--.'
'Welch
I'
9.
10.'
" .
..... .......... of. pw... baviRI ...... to 'box.
. .,' ". ' .'. . .... .".. '. .:. . "... '.
.,~w. "Wil~q~',..69 ~'. . Kith S1:t~.t.","~111e" PA. 17241
. ,
. .
1 _~,' ~'",
.,,_dU~. of ......~.. ~..'9~..'it.t.\hc._..... 'd;ut.,.. ot 1IlI1dng tbe1nv_t01'1.
. , ' :. ,," '
).':. ,c,",: . ".
"lfn_""l$~,Gllei).,9a.hiet
12. We.. tb....wtU,1n the ~(~e.' ()1"1C)) No.
13. It p...tr..t. d.. of wUl~ft" ,'en4~..'ot p41r.onal~.ent.tive, it
,.,'~.1rlth.'tf.Ul, .- n.. eN1_~..o~atto~, it 8JQ".
...d-,__-t-
._~.--~---
_.__....~t"':"':.,;.,i.i..,.;.~:,....:...'.....""':--.:;.:.,"._A..;...'....;. :;..;.~...;;.;.-:, : . .,~',. ,.~ ... ,', ~ ',.,_...::.....-...~ -~.
,.
,
~'.
".'
,j
"
i"'l
'",.., . I '. .
S.APB1)~rrB)X< ~
,.... 1.... . ...tot> . .2". . '." It.. ..et fI'IfII"T o~ or
~e,~. t>r.ot..,. l,'\\&bt.' foUn4. 1ft box.. . stocl<a..... to
lie ~~.....ot ~.' ~t.lI\IIllIer, ate. <# oert.1.f1cate.
...~,~~~.DJl!I!llIIot ....... llPi1. ~ ot atack.
e) ..mt.'t~ot.U.s..~l~ ot~. dat.. at ie.....~.
~t ......"'" ~~. (l+llllllDS' ll'e:\.PtoW..... --.
:r~.~~.;:~~~-rm..~~
~.lIIl4W.... .(~), ~..QOlJIS' S'r,\llPS. 1lIdIU$lB~. Ir1'C.' L1et
./ r~~,.~~~7t,~~.':'"'rili~~~..
/ . -
,//
i
1. ~~ rNONE
~ . .
2. Srr,~:
;:. . 60 Shares T~ Fulton pQWlt.,y Na't.i.onal Bank of Mc:Conne llsburg,
I cez:t:"t 143 ,dat.ed ' 4~,24";61 t ,named H. Warren Weloh
;' . 3 3~a.J:.. ..W.1.:L1n9__:'~4i::t~..
cett.."C.691~34),4.t:~;;11,,'~O~6a ,names H. Wax:renWeloh
,. '.' .'.,.....,. ,.":,.._,:
~ . ',," ~'.." '.,: '.'."'-
3..~l!1.t~'lI:t~llO$~ '$:doV.~~!'JV:
, serj,esE;8.ond-, ".CJ' ;v..~,.. '$25.00
Ii. Warrell '()rS.r..~.i,:~.'lob,':
. .;tune 19'4'2" Q '22$'9,~lB',
J~.19.2 '. . 'Q225..~,tlS"I{'\' .
Jv.ne~.9.2,Q. 22,~$~9Q9(."1(<':'
JU1.y.1,g.42-.Q., 2aJ,,,..a.'ll;;.
.$ept.,].~4~ .. <(f4i_,~,a~3;"':",
. $ept..19 421Q4~'2.8'~1.6.>'i'
Rent''' w..rf,"en.W.l.cb::pJ!;'sat.~,~~eWelob
. Apr..].'43 ....,Q92.sa~.'33,.~,'.'
Apr. 194 3'Q",9,%',J~434."
a.Warren.Qr sat:&,"~."W.];~,
i.Pt..1~.3. ..Q."2'7'llJ6(l23'..1I<.'.
s.'Pt .1.94 3. .........~J,.21'1,",1a4\..:
~pt .1943'., ...Q :z1~:l..';~'7..6;,~.;.,
se6Q' Wa,X'~ep,,'9r.S.~~;;:~'..,:,~'1Q-h
;san .. '1.94.4" . Q , 32~3'~41.12,.'B~;:
Jan.1.9J.' . Q3~~':4113'ia',
" DeC .1.94' 05.9,).-$,'~51'."
!)ec. '1944 0 5491.$8152 a
H. Warren or Sara p. Welch
May 1945 Q. 6.026863691'
Qec.194S 0691535493 1%
warrenWel.ch or Sara Jane ,Welch
DeC. 1945 0 698535494 & .
J;l. warrenorsaraJanewelcb
Dee:. 1.945 Q 615803.218.:5
s.ra D.' or H. Warren Weloh
Aug. 1955 Q 12()9453,,,78S
AUc.t..",1~55 0 1153'~83500.......$
4. BONDS; ~ONE ' ",'
"..' .'
I.
~
ADl-~' . ....,of".< . '.. . · 1978 .. I h....b1
~ UlIIler ~ P'J'3BlT~tMjiboQ l'eC01'lll. ~ d a~'"
to the best ot.,. Dovled&. aDll .1;>>eliet.
,
S1&n&ture
Pii:nt. H._aud Title
.-
Efts u.. .epuat. .heet8 .it nec...UJ.
_;,.,,:"X,~::~;!o:;~.,.;;.,,-.:.~::;:;.;--:~"'~ -' ~,;...";:;..
.-
,
.,JJ
i.
I'"
~
PAGE 3
,
s. SAVINGS BANK or PASS SOOkS:NONE
6. JEWELRY ,"COIN~;S-r~t)~u.~CltI,P'fS~." ETC.:
.t:il'll~ :....",ant.iqu.,.~, .' " . '
'Q~l.J:~..pUrpl.;;,.'toP.",' . ",:
on~./wl.~5._~'1:"a~.\""IJ~~'
,'Qne;;wl~ ,S',..tl"plue'.'\:~be' .
,one.' smalldi,..ona.', ,"
./ . . . .' .."",..".,,...,
1. LISTtDBBJ)S,"MORTGAGBS,;,CUPBN'1"I.aU~CE 'POLICIES etc. :
1. Deed .. lS...r..-234 ~
2. Dee.d- 14~H~586:'
3.1)ead '.. l'3.:"t~,.3f8\;\ '
'4~,/,De.d;':"":1.3"';~"3.9",::,,:'i..,E'.i:" :,.': .
5 ..0148OAd:."_~,' ',",',:. :'!....,.;..;.;,RO
6;<,q~:~f;ti&1-~: .... ;';~~~: " . ..:~,.,
".1. .O!Le! "~,:... ' .'J
...:~';~~...
I '" 1.t>N'~." .' ..' . J;';.-No,valu.
. '1(f,;M1.C.'""41~f~,';,:'~~',' ..Vt..R~.:,'":J.i.ci.. - No value
11. GrQup,,~ife:,~"\I#"':~,,'). .'tJ:opolit@ Lite ..
Ff;'oq ,swit.ch, 'and~u~.~tt.uri.n;g Co.~,. 3222-G
, . " ..., ,", ". . 1212-G
Serial'. ...277
..J
I ;f+
8'1
"
f
"
..~'" .
<
_~__'. "",;;",;;-",,,,.;;::...::,,_':-".,'.";.;:.':'z::.;::o,,:,_,,,~':.lIO'.. P' . ~., ' r . v
, .
.
"'''C'- ",L.
l' (,.\ \' \..: i
I '\ !' '-:; I
":\\<Y!.\,\1\T;\
.' ':, I.' 1 \ \
~('f!:':lH Lt,: "('"
Til \,\c.:! J:liS
fl\,
~'l'; ...
/j ..::~':!)~:'\
,~,;: ,~'?:~?(0
Ct IV\ffl\",\ l'-\!:l if i I:"
~ t ,- <: f ! J '\
!) '.(' : ii' \ r
, I
I)id d""l'd"III, wi Ihill I"ll ,V"III'S o1'dl'lIl.I1, lIIi,'k.. :tllY t 1'1111,1'.". .d' itll'" m"lpl'i,l! I'"rl cd :", ,,, I 01' IIi 110,,",
rt.!.t'l\'lru.~ a vall/llbl.' ar:d lHlpqU:d,p f'oJlsid""'dl.iop I.h..~;,~rl)l'? L\f1sw~'r yps tH' lIo)__NO .
ilid "I'('('d"nl, wi thill two .'f.'ars of' "l'lIlh, tr!l.!I,.;f'.'[" prop.'rl.y from LilliS." f' to hill'sp. I' ',ne! illl<llh,'(' 'Ii'
',It''-I'S jill'~III"illl' II SPOW'ip) In .Joint. ownf>l'sldp'? (I\m,;w"r ,.,.'S 0(' 1\0)..J~9._..._.._
11' th.. anSWi>r 10 (1) 01' (:2) allov(' is in 'h.' at'rlrlllllfivl' sl..tfl':
Ld r\!!;P uf' deep(h~nt at Limp qf' tl'iltls!'l~r _.,___,_,_._~___
(h! St.lt." of' di>c"dl'IIt.'s 11<; a I th Ilt tillle ,)t' JiHlkin,~ t.hl' II.allst'...I.. ("int... n.
I "J LilliSI' 01' ".~e...dl'II1.. s d"!lU,. (~oL.. I).
IJid d('''''''''I\t., 'in ItL; ]jf'etimf', mllke allY trallsf'er 01' propef't.y Wlt.llOlIt r.'e"lvJlIg" 'o'"lwil>1" or Ild"'llIill.,
"'ll,sl,I'THtjOll ,....1'..1'01' which was t.o t.ake eff"~e't In possession or "njoym",'\' 'lt or :tft.pr hIs d"llth?
(.\flSW'- f' .v"s ., I' 110) _@_____
(;1) \'ias t.h"r.. allY IJossihllity that the property trllOsf'"rred mlp;ht. ret.tll'lI 10 t.ran",I'..,,/,!, or Ills
"Slill.. 01' hp suhjpc!. t.o his pow"l' of' dlsposition? ('\lIswe,' ,vI'S ",' no)
(t, \\lldt. wa:-, t.h~' t.r.itnsf(~rp{,.ts itAP ilt. I.im(~ of'()f,leedenL's d,"at.h;?
!lid d",'..d",ll. III lils 111'..tl/l~' IIIllk.' /IllY trilllsf','r wil.llollt. r''''..lvl"V; a villllilhl"ilndl"It'qllid" ,.",,,",ld"I'IIII,,n
11"""'''0,' 11:,,1,.,' ....hid, 'rllosl'..ror "xpl'''',sly' or Impll/Odly rosel'V,'s 1'111' 101.", III"" O!' Itny 1"'I'i"d wld,'1I do..s
1I0t. ill 1""", .-nd ,,,'fore Ills '''~ilt.h:
(il) TI", pOSSi'SS iOIl or "",joyn,,'nt 01' 0" 1.11.' "Igllt to Ineomn f'rom 1/", prop"I'ly t I'd ,,,."'.'!'I'..d"
(.\nswpr ,v"s 01' 110) -1-J.Q__.__
(I,) TI,,' rl:.;II' t.o '!I'sig:lIltt... t.I1" ",'rsolls who slial I I'oss..ss (~r ..ro,joy II". 1"'01""".1" t.""II~./"""'l'd "I'
i ll{:fHYlP t.hprf' from? (Answt'~r .v{~S or no) _-N-Q.-.._.___
It tI", HIlSW"I' to (;')) 0)) ahov.. Is in tilt' al'f'Il'mativl', st.at!. wh...th.',' tit.. l'I;.o;h'. Wils ,'t'S,','v,'d ill d('.'..oI,,"t
(:.!1
( ;1)
(t;
{ ~l
(I; .I
;Il')nf~ l)r {)tlIPr's
(7) Did d"cl'd,~,Jt. in Ids I if'etime mak'~ Il t. rill IS f'i>r, the considerlltloll foI' which WIIS !.rllT,sf','rpe's promise to
pity i,womf' to or !',.,r thf' henel'it of' Cill.... 01' tl'[u'sl'eror? (Answpr y..<, OI' no) NO
UP !Jid d"cpdent, at ilny time, t.rallst'f>r property, t.Ilf' heneficial PlIjnymenl of' whld, WitS "'0"-11"'1. 10 l'IlllIIgl'.
hl"'""s" "f' :t n'scrvpd pow(~r to a] t.pr, Wlll'lId, or ri>voke, or which ('o"ld rpv",'t. to 'I"'~..d""l IIlld"r 1.(,I'ms
01' tralls1','I' 01' by ol",raUon of' law'? (,\nsw"" yes or 110) ---.Mfr_.___.._
i:J) 11' Uw answpr' 1') (H) ;thov'~ i" in tile afl'irm!.tlvl', WliS t.he pow.',. I.,) all('r, amplld, or rI'Vo",' UIf' !"I.."..
p;.;t 01' thp he,-pf'ir~iary ,..~s('rv(>t1 in t.lH' "pcedent alone or tl.... t1f'Ce,lpllt and oU,..rs'!
( \I!sw" r yO's 0 " 1'0) _t:iQ._"___.___
.''/IT/-. I; 1'1,,,, ::lIsw..'rs t.o t.h..;sp qoest.lons should h.' supportert hy ;l1'l'idavit h.\ tl", i1tl,"lld;.,,l!, jlhyst,'lill' i'<,
\\:",11 a'; Il copy of' th., deat.h cpM, i f'i(~atp.
"IITE '.. If' answ'-r to allY of' 1.11'.' Ilhov.- q",'stlons is yps, set. I'O!'U, 1"'low a dl's(T1l'Cioll "r th.' 1'I"'I"'rty
trallsl'prr..'t, it's r:tir mllt'ket valllt. at. t1ilC" or death, dat.es of' 1.r;llIs1'l'r", alld to .'110111 t "'''lsI'.,!,,,,.,,. with
rpl;lI'ini,.sllil' 01' Lrilflsferf'Ps to dl'e('oIe"t, if a"y. HnhmU, copy or IlllY trusl ,I"..d or illstrlllill'nl, it' trals-
j"'r's 'Ir<' ,'lilln..." t.o ,,,, non-t.ilxllbh!, also suhmit. dpt.aiJed SI.i1tl'ltIpni. 01' t'a.'ts on whieh silid r'lilirn is bils,~d.
"liTE ;1; 1.1-;1. ill'jd iI'ilhlp prop..rty h..low In iTLltnnpr in which provid.~d in SI'/Il'dlllps \, H. or 1<:.
-.---...-- _._._-..--_.._,.~--_.,~----_.._---_.. ....____.~._~...___.__.~_.__ .'._...u_ ..~.._.._ __"___~_______..,,__....
I TI-:.\I
I~FSCH I /''1'11 ,1\
,11.\HKF1' V '\1.! 'I<:
(I';s ti ma t,pd)
!lEI'T. \\1.1 ,\'1' 'Il:-l
(j),,!, t. nnl y)
-I
I
I
!
NONE
l
I
_I
I
I
I
I
I
.J
N~
Insprt I'lls Int.'>] ni'[insil." "Tr;)IISr..rs", Sdll'dnlp "e" in tI'i>
'" \,,' Hpportpd" en] ltfTln on thflo I ast. P~lP~(~ f)f' thls ret.urn.
.' '.
~CC-37' ~(12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP 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
1. Mi.. Vera McGotraa Co_in ye. ..i juri. $ 750.00 v
8.rD~ Cab i.. , Pa.
2. Mr.. Mar1:lla Spreak1e Coui. y.. .ai juri. $ 750.00 v
JlcCo_e1.bar9, Pa.
3. Mr.. Sua Kain Couia ye. ..1 jari. $ 750.0. v
York, Pa.
4. Mr.. K_et:h ____ HODe ye. ..i juri. , 5..... v
R--""e. Pa.
5. S.. an4 Jezmi. KOHb Hiece ye. ..i jari. $ 500.00 V"'
$ ~.o an~iCl1le ...
d _.4~'riluJ
$1,7S'.00~~r..d-
f.....h.... ..1_1P
6. Mra. Vie1. ChrOfti.~er Hoae ve. .ai "'uri- S 250.00 v-
Hewvi11., P..
7. Debor. M. Morri..a HODe ve. aiDor. '1.000.00 v
- It lIftlll. v.. . *1 """ A" Y
S~e... Morri.OD Hoae ye. aiDor. $1,000.'. v
8. Mr.' Mr.. Jlervin Morri.oa Ho.e ve. .at 1uri. $14.116.00 t"
101 .hare. Paraer.
Ha~ioa.1 Buk
9. Newville Bo.. Co., 1 H/A $ 250.00
Newville. Pa.
10. Pro.pec~ Bill C...~ary H/A $ 500.00
Rewvi11e. P.. con~. laen Dacre ,
- -
(
h
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
...--------.
~
RCC-31 '-l12-63)
COMl\tO:'<lWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
PAGE 2
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate cpildren DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved, set STATE YES IN EST,.'\. TE
wise, in estate) forth this fact.) OR NO BIRTH
11. Burnt Cabins M.B.Church RIA $ 250.00
Burnt Cabins, Pa.
12. Burnt Cabins C...tary RIA $ 250.00'
Burnt Cabins, Pa.
13. St. Paul Lutheran Church RIA $1,500.00
11. Pa.
14. Lutheran Rational Boaae RIA $l,GOO.OO
for the Aged,
Washington, D.C.
15. Masonic Crippled ChildreJ s RIA $1,000.00
Pund,
Roosevelt. Blvd.
. Philadelphia, Pa.
..: '" ^d). r::P
16. Rewville Historical RIA ""-S. High St.reet
Society $1,000.08 in aat.lque
17. Sara . Warren Welch RIA Balaace of Bstate
Scholarship Pund (The
Sara & Warren Welch
Foundation)
.
~
h
s
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
~-
RCC-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
'*
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER 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 and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule
~A~, plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule ~B~, plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of AcquisitiQn, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
percen tage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
NONE
Insert this total opposite ~Jointly Owned Property~, Schedule ~E"
in the ~As Reported~ column on the last page of this return.
\\J 0-'-
..
REV-!!ta (a-7al
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
MervinJ. Morrison
RD #3
New:i11e, Pt. 172111
(Executor or Administrator)
In Re: Estate of
HeRry Warren Welch
~l1mhAT'1 <=Inn
County - File No. ?] -78-347
Dear
You are hereby notified that the Or-iginal
appraisement in the estate of Henry Wa:r-:r-en Welch
has been filed in the office of the Register of Wills of Cumber-land
County on 25 April , 19-+-9-, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$ 5 ~'__ 6 0 0 . 00
??4,710.hll
NnnA
NnnA
$284,,210.64
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.~ \?~
Date 25 .^..pri1 1~7~ Signed
Title AdminisT:r-ative Offil!AT'
c
Note: This is not a bill.
~ .
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DA TE ? l\ A P ....; 1 1 Q 7 Q
COUNTY f""mJ-.."".... 1 .::on t'l
FILENO. 21-78-347
Whereas, Henrv Warren Welch late of Newville
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the ? ? n t'l day of T" g 9 19 2.L, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T..,. n 1='" 1 g; n; -to~ , 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
$
n _, 'r'_ ... "''' "'''^ ^
"
P""......"n.::o1 n I t'\ I. .., ^
.
"'-- ,..-F""....'" ..
,Tn;nT1_v ()wTlPn ..
"'~+.::o1 DRU ?1n t:;U
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this ~StA day of '-Q _ Ap~l 0 : _ ~ , . 19 ...:I.S-.
e-a. ~ ~ u "", ;;.t;;:_
/""' Appraiser
:"'J
(Number and Street)
Harrisbur2:
(Post Office)
. Penna.