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Home My WebLink About07-24-78 -~ ?? ---/1 tY ~"_~$.n ;"40731 'I: '~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I, , , ~,' ,- . tt~ ," A"~""l , .J RESIDENT DECEDENT ~JUL 24 1978 COUNTY OF CUMBERLAND IMPORTANT, This return must be completed in detail and filed in duplicate, with .n attached, with the Ro,ilter of Willi of the County where decedent resided; Return is due within nine month. after date of death, unIon an extension i. panted by the Secretary of Ro'tonue. <Section 703 of tbe Inheritance .00 Estate Tu. Act of 1961.) , IN THE MATTER OF THE ESTATE OF - 1 AFFIDAVIT OF EXECUTOR C -.l.flMINiS'fItNl'Olt- ounty T.TJ(:n .T.F. Fl SRI': A ",",F.R (STATE 'fI'UL.L NAME 0' DECEDENT! La...f CUMBERLAND s..t..f PENNSYLVANIA ") .., C.unty .f CTlMFlF,RT.A ND ROBERT H. BOWERSOX. BETTY ANN BOWERSOX AdUllllll1t.amr of the ..tat. of ..... oDo....-nam.d decedent being duly _worn. cI.po.. ond '0, Decedent died M::! -r~ h ;:> 1 , 19~ t..tot. I_vlng 0 Ia., will, co,,. of whIch I. h.r.to attach...} (MONTH) (DAYI ~....,.,.....,. Nam. and addr... of ottarn.y ar } Ro~er B. Irwin oth.r outhorlz.d r.pr....ntatlv. to whom .11 c.......nd.nc. .hould b. m.II,d. 44 S. Hanover St., Carlisle, PA 17013 Execut06 That as such Executor deponent is familiar with the affairs of said estate and the property constitutins (EXECUTO ~&M+NotMooR..-o"U the as sets thereof and their fair market value. That at the time of death there was no safe deposit box resistered 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 aaent or deputy, with the exception of the follow ins: - NAME AND A.DDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.....FE DEPOSIT !!lOX Tn~ ~~mm~nw~~l+n N~~1 1 N. R,mnvp.Y' St. r.~Y'liRlp., PA 1701i THIS SAFE DEPOSIT !!lOX RENTED IN NAME OR NAMES OF Lucille B. Sheaffer RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules B with the exception'of the followinS, for the reasons hereinafter set forth: of this return, That Scheelu/. 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 mortsage 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 colunms provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Sch.elu/. 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 pos session, 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, 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 promissory notes 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 thereR of at such time. . ~ E- :I ~ ~ '" z ~ ~ '" ~ " ~ I Z '-' Q '" ~ ~ >- < ~ ~ ~ Cl:: a < ~ ;; ;; J ;;. Q <0 ... ... < - ~ ;: < ~ J.0 - ;;; ... ... .,,; E- o ...' Eo- .. ,~ ... ... ~ ... " ... z :: " ';:; ~ '" ;:; tE', ~ <-. ~ t. " 0 - 0 ~f "'- i;: " z ~ ....) ... ::e; ~ <-. "" < l.;,J ~ "" 't -;; Eo- "<: "<: " E- " "" l 0 :;! - ;: ;: '" ~ ~ '~ <> 1:; " <; " '" ..:: 's, ~ ;:; - 4\ c.. ~ "'" "" ;;: ... ~ .. ~ ~ .,,; " ... C<: ~ ~ ~ ~ Q -" Q ... ';: .. ... ;;; - .. ;:; c.. ;: E- - ,~ '- " ';;; ~ <-. " ~ "-l z " 0 "" ~ " ::::: ~ '" ~ ,; .. "-l :: ... '" .. C<: ~ ;:; c.. " '" "<: 'n :::: ~ 0.. '" OJ . DEPARTMENT OF REVENU!;: . BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 FILE NO. L... l - -1 '8 - 0 1<00 Whereas, \.- v.-c.... Q Q c e. 'S~ late of _fY\.. ~ 0" <>.JL-L in the County of (' .A .~O. &. Commonwealth of Pennsylvania, having died on the '2 l ~ day of _lY\. ~ 191 '0, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, \. ~ G Q..:. ~ . 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: COMMONWEALTH OF PENNSYLVANIA RESIDENr INHERITANCE TAX APPRAISEMENT DATE Unit Valu.. Appr,I,emenl Mad, for Inheritance T.x 'Purpo... RC C-2 t2-e4) In the event that any future interest in this estate Is transferred In possession or enjoyment to collateral heirs of the decedent alter the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inherltanee taxes at the lawful collateral rate on any such future Interest. Description of ....Ht $ 4.0 SOt) 00 3\..\ I ct ~ \ NlJ>-.D-- N Il'-L T~~ Having been duly sworn acco\ding to law, I do hereby ce formity with law on this "'2-;:;:.t) day of . y that the above appraisement Is made in con. . 19'1 B . Appniwr ~vv:~-t) ( ee)' . Penna, f- ..J Z "" < LIJ u ;!l ~ . " ::;; . < " u ~ LIJ u 0:: tI) u c.. c < c.. 0:: " < c.. u. 'c 0 c.. " 0 > z '" < !!l ;., < ::: LIJ ... LIJ 1= f- '" f- c 0 ~ :l:: ... < c 0:: Z f- 0 f- " 0 u. tI) c.. c.. 0 LIJ ~ LIJ r-"? 0 0:: 0:: :2 .S LIJ - f- " " f- " ~ ~ ~ - < 0 '" ~ c c ::;; 0 ;., ~ - =Oe ~ c E :::l .-.", " 0 0 '"'< ..J U U RCC-39 (8-77) . l-\-C.A~ 'L-t -""1'O'-D\60 O?:, - ""2.. \. - l '8 \...... \J.-<: 0 Q.D (FIRST NAME) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT County, Number and Name File Number SUMMARY Date of Death Estate Name<::::"~ {LAST NAM e. (INITIAL) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax ,Appraiser in and far the County of r..l.J....--..... ~ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last coJumn to the right in Schedules uAII, liB", "C", and liE". Dated: Oct-l.-\-l.S ~-1-{!Crl K, .J.J.t-L-,.' INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in .Schedule ufu, which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY Real Praperty (Schedule AI Personal Property ISchedule BI Joint~Held Property (Schedule E) Transfers (Schedule Cl TOTAL GROSS ASSETS Less Debts and Deductio.. (SCHEDULE Fl CLEAR VALUE OF ESTATE VALUE AS APPRAISED $ ADJUSTMENTS ODE (HARRISBURG USE ONLY) 00+ 1l)f- 20+ 30+ REMAINDER APPRAISEMENT CODE 92+ 40- B Valuation of life estates or ...:&...- annuitles....................._ $ PRINCIPLE FACTOR VALUE ,= ESTATE TAX ASSESSMENTS _$ 't= 1= FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ ,. ax on $ Exemptions Total Estate ~ COMPUTATION OF TAX 2% 6% 15% $ $ $ $ $ * (*) As evIdenced by Charitable Exemptfon Certificate. Issued by the Secretary of Revenue. TOTAL TAX $ Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ $ t= BALA~CE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $> r- I $ $ $ c BALANCE DUE Add interest at rate of 6% from to $ $ TOT AL TAX BA,LANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Successive Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subse~uent adiustments are made- to the above computation of tax by the Register of Wills, for proper reason same should be noted below, with short explanation. ' 93- "" \ ~ r- ...J Z '0 <: ~ w ~ i!l .. . ::0 . " ~ <: ;.. w " p, r::<: '" ~ H - Q c.. <: :r: c.. 0 r::<: tIl ., <: z \D c.. t-. 0:: Z 'c H H c.. 0 r"I ~ .. 0 ~ "' I "' <: "' ~ 0 > Z 0:: >> en :: :: w ~ E-< Q - <: H <lJ ;., t'-- !0- W !0- r- .,; z '" r- >:: 1 0 ~ - '" <: r"I >< c ." H HZ r- 0 r- :r: ri1 c r::<: 0 " 0 N t-. '" tIl tIl c.. Z.p 0 W ri1 c.. H.p ~ H .... W ~.,; 0 r::<: (Q Q r::<: 0:: 0 W Q ..c H - ;;; r- r"I H .. == r- H ~ " " <: H .... :< z '" 0 'c ::0 H .... c H (,) 0 ;., ~ ~ ='S - :::> .!! c '-~ H .. ::> E H ~<: 0 0 ...J U U County, Number and Name. C~~;ERLAND File Number -8R-1fiO Date of DH~arch 21.. File DON Estate Name ."" RCC;;:" (e.71f SHEAFFER (LAST NAME) SUMMARY LUCILLE (FIRST NAME) B. (INITIAL) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County 01 CUMBERLAND Pennsylvania, do respectfully report that I have appraised the real and personal praperty as reported in the loregoing return at the value. ..t forth opposite each item in th.last column to the right in Schedules IIAn, "S", "C.., and "Ell. DaNd: INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register 01 Wills in and lor CUMBERLAND County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those Items where a greater or lesser amount is ..t forth in the last column to the right in Schedule "Fu, which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS VALUE AS REPORTED $ VALUE AS APPRAISED CODE VALUE AS REAPPRAISED $ 004+ 10+ CODE 00+ + INVENTORY Rool Property (Schodulo A) Penonal Property (Schedule B) Jolnt.Held Property (Schedule E) Tran,fer. (ScheduleC) TOTAL GROSS IlSSl!TS L... O.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life ..tates or .-'L- annultl......................._ $ ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total E.tate TOTAL TAX Leu tax p,evlou.ly paid BALANCE Less 5% of tax If paid within 3 months of..., death BALANCE OF INHERITANCE TAX DUE Add Intere.t at rate of '" from to AMOUNT OF ESTATE TAX ASSESSED $ Estate tox paid $ BALANCE DUE Add Inte,e.t at rate of 6" from to 30+ ~. PRINCIPLE FACTOR VALUE I~ E t= !<2M COMPUTATION OF TAX 2% 6% 5% 10% 15% $ $ $ $ $ * (*) As evidenced by Charitable Exemption Certificate. I.sued by the Secretary of Revenue. $ $ $ $ ~ $ I I $ 1= $ $ TOTAL T AX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONLY) 96-Successiv" Lile Estate ~-Adiustment 49+Adjustment 56-Annuity 6O-Lile Estote 92+R_ainder Appraisal 93-Remainder Deduction 93C-Chority 94-Remainder Ruidue FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computotion 01 tax by the Register 01 Wills, lor proper reason some should be noted below, with short explanotion. ' ; RCC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX * RESIDENT DECEDENT - SCHEDULE" E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th another or others, including intangibles, a-tanding In the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, AS indicated under Schedule "Aft, plus the date and place of record of instrument effecting vestlture, but do not include entireties or out of state real estate value In estate valuation column. Personal property should be listed as in Schedule "Bft, plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name unit percentage Estate DEPARTlIEIIT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record of Instrument where Real Estate. In This Space. ( :x: X :x: <<<< :>0- X ()( Value of Value of <S<: 0<: ~ :x ~~ X Entire Deceden tis ~ X 0<:'\1 << ::>< :x ::>< :x :x: << '\I '\I Property Interest NONE TOTAL NONE Insert this total opposite "Jointly Owned Property., Schedule "E" In the "As Reportedll colunn on the last page of this return. ~ o . -~- f!<:"" u:;: C 'r: ~ E .-... =' e"- "Cc.o ..: e." ~e:o o " --- " ~ ~ " " 0 ~Eg. ~ <:: Real Property Personal Property Transfers .................... SUMMARY ............. .....(Sch. "A") ...(Sch. "8") .....(Sch. .C") Gross Taxable Estate " (1 ) (As Reported) $ .....40,500.00.. $.. 341,B37. 63. $ NONE $....3e.?,33.7.63. $ ......... $................ (2) (As Determined) $. $ $. $ ........ '..." S .. S .. ex< "'" '" rl E- :'" Z ." ~ ~ ,~ '" ,.. ..I '" :;;: ." "-< :z: >- '" .( H ~ '," H Ul Q ::r1 '" :;: ;>, '" - - ~ ul .( ~ (lJ 0 ...: ~ z " Cl: H >: \.0 ::<: t.<. Iii :;: 1Cl' '" ... H r-l c.. 0 Iii 0 :z: " ... "" 0 c.. ..:: I w ...: !:! .0: E-< .0: .( +' <X) ~ i= ~ ~ ...:1 ;., :z: +' E- '" Q t'-- ~ ::r1 ~ ~ S H .,; 10 ~ - '" -< ul ~ ~ 0; Z :;: f:: 0 E- r-lZ '" ul III c.. "l: ~ N t.<. ~ ~ :;0: - i- H ~ III H ::> 0 0 ICl 0 -= Cl: c: ::<: ~ ICl 0 :z: 0 ~ H H ;; ... H ., \oJ " f: H :;0: - ;. Cl: :;: b H 0 c: ~ '" ...: 0 '0 0 H '" ;.. ::> "5 E a] --. H .:; E j C 0 ;;. ~ U u ....-.: .. RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT *~ SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELA TIONSlIIP i (If step-children or SURVIVED DATE INTEREST OF .State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, set STATE YES BIRTH IN ESTATE wise in estate) forth this facLl OR NO ,n H' WH'A"lTH'R .TR ,,--~ u=~ 1/14 residue Weaver Weaver & Weaver. Att lv. -at-law Catasauqua. Pa. 180 32 RALPH WEAVER Nenhew ves 1/14 residue 1390 N. 40th St. Allentown, PA 18104 n1.nrmm 1JTT.."nN " .~ YPR I ~.. _.m-W 1 ~L.r~s i gg!,!~ I I -- ---- - R D #7 Box 151 Carlisle Pa. I , ~.-~-- ._~- -- WARD WILSON N ,,,,,, 11/14 Y'p"inllp ------ R D #7 Box 101 Carlisle Pa. I i I I 1/14 EDWARD WILSON N. ,,=~ residue ---- R D #7 Box 191 Carlisle. Pa. MARK WILSON Nenhew yes 1/14 residue R D #7 Box 191 Carlisle. Pa. FERN PARENTI Niece I yes 1/14 residue II"") M~Y'\rpt-. ."te New Cumb erland. PA 17070 H1 ~H="p "=,, 1/111 ,..."'''~",,= <=::In<=:A M"n"',unk R" O=nn~ W,-,,-,n,, Ante" Harrisburg PA 1710g Oc----- RR TAN N=n"'",,~ ,,"''' 1 /111 ,..."',,; ",,'" 'i York Circle MechanicsburO' PA 170<=;<=; \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE a ""':' -",- e<*' t:j: c 'c ~ E .- ~ :3 E-"O '00." 1 ~, ~,,'O .3...~ " ", ~ " " 0 ~ E g. ~ 0:: SUMMARY HHHHHH' 'H.(Sch. "A") HHH(Sch. "B") H'HHHHH'H(Sch, "e") Real Property Personal Property Transfers ......H........H.HH.HHH ............................................................................................................. Gross Taxable Estate . (1 ) (As Reported) $H4q,5QQ, 00. $H341,837.63. . NONE $HHHHH' $'HHHHHH $'H' $H382,337.63.. " (2) (As Detcrmincd) $ $ HHHH $HHHHHH $ . ....HHHH . .... $.. $. cq t--;- 0') M t- .'0 Z .~ ~ ~ .", '" ~ ." 0. ...I Z u .~ >< 0:::(,.1 .,;' 0( H ~ '<l> III '" ~Q ..c: - ~ "". UJ 0( ll:: UJ 0 -<: "" c. '" Ill: H :>, '!) :x: t10 <<:. ~: 'c .. QJ M 0.. 0 ~. Q. 'd '" .. "" C 0.. ..:: I '" -<: !:J :r::: 8: g 0( H ~ ~ " Z Q <X) ;:: (/) ", t-- ~ I- ~: M == Q H+> I 0 " - '" -.: QJ. k 0:; ~ ~+> - 0 ?- M Z I- '" 0:1 UJ' QJ 0.. ll:: <<: C\J ~ QJ: .0 ~ H ~ t10 ~ M S 0 i- 0 ...:i 'd ::l ~ Ill: c :x: ...:i 'd (.) 0 z .!2 ~ H 'M .. H ~ (.) Z u ~ ~ ~ ~ " Ill: .t: ::> 0 " :g -<: ...:i ~ .c' 0 H 0 E a.s .--. ~ == E j is 0 ;.. ~ U U ... -<: .. RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~..f"t\ ~ SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELA TIONSlIlP 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 FIRST UNITED METHODIST CHURCi 1<:; 000.00 64 East North Street Carlisle, PA 17013 CARLISLE HOSPITAL """'" "" Carlis le PA 170n BETTY ANN BOWERSOX and Sister vps U~,,~o ~~,., ,~-,., -~ ROBERT H. BOWERSOX Brother-in-l w ves -_.,- 29 Country_.c:;_lllb .Bd.._ <:;01 S H~nover C:t. I .Carlisle, Pa. and , . ',tJ''.L5011al tJ.LutJ-erty .- Carlisle. PA 17013 therein' i 197!J Pontiac auto- ; ; iIllO[)_Lle~n nnn n~'-'- PATH, c: c: HI<. A "'"'I<. R NeDhew ves 1/14 residue ----- 12,6 SnrinQ' Rd. Carli~ " ~. , 7f)1, MARY S HEMENWAY Nie"p vp" 1 114 ~o~<"np 1"84 N.E. 40th St. Oakland Park Fla. 33334 KRNNE'I'H SHE^"FER Npnhew "o~ I I, /111 ~o~<"'"o L 7 Countrv Club Rd. Carlisle. PA 17013 MARTnN MA.C:'I' Nip"p vp" 1 1111 ....o"i ""p 2,21 Mt. Carmel Avenue Glenside PA 19038 JANET WEAVER Niece 1/14 residue 70 W. 12th St. New York, N.Y. 10011 , h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ORCC_36 '* COMMONWEALTH OF PENNSYLVANIA TRANS~~R INHERITANCE TAX SCHEDULE "C" T RAN SFEIlS RESIDENT DECEDENT (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) NO (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) In joint ownership? (Answer yes- or no) NO (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer N / A (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, In his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect In possession or enjoyment at or after his death? (Answer yes or no)~______ (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his. power of disposition? (Answer yes or no) N / A (b) What was the transferee's age at time of decedent's death? N / A (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The posseSSion or enjoyment of' or the right to income from the property transferred? (Answer yes or no) NO (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) NO (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others N / A (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) NO (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which cmlld revert to decedent under terms of transfer or by operation of' law? (Answer yes or no) MQ (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) N / A NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on Which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION IlARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE NONE Insert this total opposite "Transfers", Schedule "t" 'In the "As Reported" column on the last page of this return. MlOREL'1J AUTOMOTIVE WAREHOUSING. LETORT W AREHflUSE'S, INC. BEAB 41S N. EAST STREET CARLISLE, P A. June 9, 1978 Roger B. Irwin, Esquire Irwin, Irwin & Irwin 44 South Hanover Street Carlisle, Pa. 17013 Dear Mr. Irwin: In regard to the estate of Lucille B. Sheaffer, the demand note due her is $5000.00 and interest for 87 days up to March 21, 1978 is $83.43. Very truly yours, .1' '~'(X~~ _,-.k'. 'V A. E. Eby President .. G. t~ 16 West High 5"eel. Can~Ie, Pennsylvania 17013 249-2525 IIf4llEV' WI~ A\l) l.04\I ASSOCII\TlCI'J June 2, 1978 JliI'I 5 Il(C'Q Law Offices Irwin, Irwin & Irwin 44 S. Hanover St. Carlisle, PA 17013 RE: Estate of Lucille B. Sheaffer Date of Death--March 21, 1978 GenU emen : , Please find listed below the balance and accrued interest on savings certificate #6686851 as of March 21, 1978: Balance ____________________$10,000.00 Accrued Interest ----------- 165'.72 Total ---------------$10,165.72 If you need additional information, please contact this office. Very truly yours, .!?oL~L~{ jJ;J{ u~ Richard L. Kuntz Bookkeeping Dept. , i - Very truly yours, /).~ . /Jt; CD #12855 .10,000.00 137.50 Principal Accrued Interest "-' FARMERS TRUST COMPANY CAOI m~E. PENNSYLVANIA Date .Tun" '-. 197R T~;n. T~in ~ T~;n 44 S. Hanover St. Carlisle. Pa. 17011 Re: Estate of Mrs. I~cill.. Sh"aff"r Date of Death MR.""], :>1, 197R Dear Mr. Irwin In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania lnven- tay forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. CD #10724 .10,000.00 143.88 Principal Accrued Interest Hendricks Special Services Very truly yours, /7,' -(- ...--/ / ::;::..- -" --/ // . ... ~.CCC C Ii'r:/, Robert Ta1a1ai Assistant Vice President and Credit Officer JUI.18 ~ Commonwealth J~ National Bank ~ July 17, 1978 Irwin, Irwin & Irwin 44 South Hanover Street Carlisle, Pa. 17013 Re: Estate of Lucille B. Sheaffer Dear Mr. Irwin: In reply to your telephone call today on the above estate, the following is the corrected information as of March 21, 1978: Checking Account - 182-812605-0 $10,944.70 Certificate of Deposit - 018-2277 $10,000.00 Accrued Interest - $46.42 The above accounts are in Lucille B. Sheaffer's name only. Thank you for correcting us. RT/cg The Commonwealth National Bank. 10 South Market Square. Harrisburg, Pa. 17108 (717) 564.9500 1188 Spring Road relephone 249.2646 ARNOLD MOTORS, Inc. CARLISLE, PENNA. 17013 'r i 1 i)-i': , r-.'/ ' Ir~in ~rt11n s: !r~i'l 44 S. Fa;10ver st. r:arlisle, ~a. 170Li P..tt: -:n~C~_4 ~ri}in 'X-he currc;~l ,:/aluc r)-;: lC:7'; "onL:l:tr'-".;-anrl LC"(\l;", '~-L1.oor ,',C 1Cl.;1, beln-l'"!i:l:~ to t1'c !.0_l:C .f.11cille '. '~hcaff er, is '~ -;, ~7'i. :)(). ~~l.'.'lIlL' "(';;("(--~, Tl1C. X/~~~,,~ ,;/ .:J/w.../4-<-/ T"/ Tl';l140, 1r1 .>'~a':Cl" RCC -.35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" PERSONAL PROPERTY RESIDENT DECEDENT '* INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the tiDe of his death. Property owned by the decedent jointly with another or others must be listed under Schedule wE-. 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 accormts, 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 Wldistributed estate of or income from any property held in trust Wlder 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. ITEII List and describe fUlly UII IT ESTI lIATED VALUE IIARXE1' V AL\lE DEPARTIIENT VALUATION (Do not write in this space) 20 21 Common shares Pennualt Corp common shares GATX Corp 34 23 11 Ib 37 1/ 9.76 32 22 23 24 25 26 27 28 29 30 31 80 common shares Ferro Corp o common shares Windsor Fund Inc. 282 common shares Farmers Trust Co. .10 common shares Ampco common shares Frog, Switch & Mfg. Co. 810 shares Wellington Fund Inc. 8 shares Commonwealth National Bank 109 common shares Commonwealth Edison common shares SCM Corp. 50 common shares General Motors Corp. 112 8.59 32 1/ Co.27 1/ 15 3/ 60 9 Ib 293.6 Goods, 42.41 32 33 34 7 shares Sheaffer Bros. Inc. shares Sheaffer Brothers Sporting 370) 179 shares Letort Warehouses Inc. 313.4 TOTAL Insert this total opposite "Personal Property", Schedule IB- in X X the "As Reported" column on the last page of this return. 1,020.00 /' \ \.()LI) .00 1,184.37 \\ I. <a~'51 2,970.00 ""2-\4..""10.0<:> 4,489.60 L.\.,~~<t.CoD o 9,024.00 /' q,O'LI..l.bc 1~~'OU~ \35.0<=> !l'96~0 rO 0 v 6,957.90 "0'1.\0. 10,985.00" ./ <o)c",SI'~O 2,956.62./ l",ct<JS.o 722.62 /-z.,ctSIo. (".... ./' ""1."2...."2..... GL-. 3,028.12 VI' 30L-.\31.<- 87 ,208. 11 /' '6"'; , L-.o'i> .1. I. 52,691.70~ <;"'2-,10<1.\;1<> 56,103.97 /51o)l.o~q4 $341,837.63 '3L\.\" G(~\ .3'0 . RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "a" PERSONAL PROPERTY RESIDENT DECEDENT *' INSTRUCTIONS: This Schedule IlIWIt disclose all tangible and intangible personal property owned individually by the decedent, at the t1lle of' his death. Property owned by the decedent Jointly with another or others must be listed under Schedule .E.. Intangible personal property, t1tled in the name of the decedent, but payable at death to another or others, including but not l1111ited to P.O.D. U. S. Savings Bonds and tenta- tive trust accotmts, must be listed, despite the faet that they are not of' the adainistered estate. Tangible personal property should be 11sted first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, autoDlObiles, 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 agree.nt of another, even though located outside of the State, at the time of death, should be listed in this schedule. Furniture, etc.-copy of appraisement attached---------------- 1978 Pontiac Grand LeMans Sedan--------- The Commonwealth National Bank /" checking acct. 182-812605-0---~- certificate of Deposit 2277-~---- The Farmers Trust Company .........-- certificates of Deposit #12855---;7 #l0724-..Y-"-- The Cumberland Valley Savings & Loan Associat~ Savings Certificate #6686851---------------------------- American Express Travelers Cheques----- Demand Note on Letort Warehouses, Inc. dated July 6, 1976---------------- shares Dauphin Deposit and Trust Co. common shares American Tel & Tel Co. common shares American Electric Power Co.------------------------- 56 Common shares Pa. Power & Light Co. Item No. 1. 2. 3. 4. 5. 6. 7. 8. 9 10 11 12 13 14 15 16 17 18 19 ITEII List and describe fully shares Delaware Fund, Inc. common shares Carlisle Corp. common shares Bethlehem Steel Corp. common shares Eaton Corp. 189 common shares Atlantic City Electric Co. 10 common shares Standard Oil Co. 5 common shares Publicker Industries, In 25 common shares N I COR UNIT ESTIIIATEIl DEPARTIlEIIT VALUATION VALUE IlAIIKEf VALUE (Do not write in this space) 1;)1",0 Ii G..129.0~ )\3>'\.00 5,575.00 S I ?I S. 0 1) 10,944.70 \ c) ct4~.-!l:> 10,046.42 10 ,bL\.lo ,I..\. L- 10,137.50 Ic....t:,'"1.S'I> 10,143.88 lO)tl1.:"'3~ 10,165.72 \O,tI.,S .'"1'- 130.00 l3o,O'" MillS S ,ol\:,l1.3 1/ 3.. 'e,l\ .So 61 71 4..1..\:2.5.00 23 5/ 6 3,776.63 '3;-n \".(,,;, 21 11 1,214.50 \)L...lLl.So 16 10.64 9,831.35 q) 83 l3 S 20 3 4,037.50 '-\.,0:,-1.'5>0 Ib 20 3/ 1,971.25 \)l{-1lL.-S 34 9 '64 e to;' Ib 898.63 21 3/ 4,039.87 Lt) 03<(.'01 45 9 455.62 L\ 55.10 '"L- 5 l"fb Ib 29.06 2'1..06 30 1 Ib 751. 56 -"'15\:>6 Insert this total opposite wPersonal PToperty., Schedule .S. in X X the WAs ReportedW colUllll on the last page of this return. - ~ PROPERTY CHARACTERISTICS \ Total livable area: 1::;<;0 Sq. ft. Any fuctional obsolescence?~. Any economic obsolescence? _' Any unlL,ual physical deterioration?~ Is the property an overimprovement to the area? -DlL-. If yes to any of the above. please explain. ?hy dep-(l )-l'ump for sewer'a!;e in bBsement Is not worklng.(2)~~r'pet in hRll- WHY .'.< living roon: needs r'epbced. (3)-All Hinriows er'e metsl,r'uste should be replaced. . Fune obsol-(l)Seepa[e .:~ dntr.pllf'S S in :1Or'tl: suction of b8sement.(2)-Plp~tic tile in b8tnroom.(3)Metal CR s el'wnt 1,'i:1do~;s throur l:ou t . (4)Interior needs redecorated. Comments (include repairs/improvements needed to place property in good marketable condition and estimated cost of each: :le;;lsce tr.cotal windov!s-t;251J. ':;orrect d"lI":.l) bRsement'1500.aeplace living room &: hallway c8rpet-:,25'1o. ledccorate ~:1terior-~2L 10. TotRl-~8g')'1.'1J REAL ESTATE TAXES SPECIAL ASSESSMENTS - PRESENT OR PENDING Type Period Covered Due Amount Type NA Amount Required to As~ed All ll')ID ,8'11.00 Pay in Full (including interest) $ Total All f.P")3J)~ $ Are taxes typical for area and price range? $ If no, explain: I. Has the value of this improvement been included in your market value? LISTING INFORMATIUN: J\ A. 2. Are there any pending assessments? Is house. listed? MLS listed? 3. Will a water or sewer hook-up be mandatory in order Price: $ Listed from: to for tille to be p",sed? With whom: 4. Is it a municipal requirement that hook-up be Activity completed within the next 60 days' Date of last sale of record: Price $ MORTGAGE: Mortgagee: NA ; Type ; Interest %; Balance $ Is the mortgage assumable at same terms as listed above? . If so, is there any additional value' Amount $ . (This amount should NOT be added to your Current Market Value.) MARKET DATA Current market trend in subject neighborhood is: Up. Down. ~ Static. In this 'area and price range, homes are sold 2Q... % Conv., ~ % FHA/V A,----1- % MGIC, ~ % Other. Current discount points paid by sene~. In present condition, subject property will qualify for what type of financing: ~ Cony. ,...l FIlA/V A, -.2:... Other. Number of competing houses for sale in the immediate area~. Suggested asking price in order to obtain your market value $ L.<;OOO. . Usual spread between Asking and Selling price is 7 %. , COMMENTS: (Please give us your complete opinion as to the strength or weakness in today's local real estate market that will affect the resale of this property.) Its my opinion the rr.c,rket X:l:Xl1:1! i.n this RreB is stable.P.owever,there is history of Wq tel"' ~CvJcrn~.e pro~)le:r.s in this ':eve loprr.ent .~los t of the home, in'cluc1in[ the subject,!j}-lS !1 ,Jater !mrifipr i:1stalled,which functions with the ~Iater systeM. ~2hp. se::t'" sy~ter::s are ru~ped peri0c.lically. REQUIRED TIME TO OBTAIN A SALES CONTRACT AT YOUR APPRAISED VALUE l'~A 4 , -.;.., .' -II .., i 8 ~ .. "-I ~ ~~ ...l ~ .( ~ > ~ Sf :: ~ u'i .( ~ ~ !i t !i .(~ ~ t ~ :.c a ClI: ~ .(-s :IE l! .! l ~ ... ~ 1 8 ~ ", .,; ~ I. ~ , ! ~ " t ~ l><; . . .. > :i 1= ~ * . . E . " . .. . '" - .i! .. " ~ ~ " ~ t ~ :a- a ~ -s l! Sl ~ .5 - o:l ""' ~ <1.>.5 _tv- ....-IE-< ~-o ... UJ ~orl :ij ~ or-! ~a:....-< ....-1 I r::. '" " ~ N }, '" Oi~ ,".J:: Q ~ .~~ 0'"0 60 ~i1 ~~ ~ I '-' :z: 2? N .... S ~ I +~ ~ '~ "I <I.> <I.> ~ ~+->...-I .. ~ ..'h:lr:: .1-' ~~ '~ n ~<.) ~1 ~ ~~ .. ~~ ~::: ~ $~ i ~ .. ri'; ~ ~ .~Jj ~~ Jl~ ~ ~c5 I~ (") ~ II Q ~ l! -II a -II .., i 8 ~ -s ~ .( en ~ = ~ .( 110 ~ j~ lIll: ... "I , ,C .01; i ~ ~I~ l,i l ,c;C\Jfx.\J~~ 01"" ~~~' oltr ~~IR[:;j ""i F-:' ';; U',,..- ~ C? I .>1: ~~ d \1'~ \.i~ ~ ~I @ N~ r'i~I~()G)..-i I (eM ...-I...-I+-> >~ C .~.;;4 ...-I'ci o:l UJ Q; ,., >oil o:l <I.> :> 0 1~(")I.c ~ :> ~ ~, o "0 ;> 1':1i*tIPPd::le ...-I J:: ;::l,?<l <1>,,!, 'l! Q> P-o ",~iCl""''-'I-l OIQ 00 C--I~ I I 1. I ," n I I I I 10 ,2. (") 0 '" I 0 I ::J :.: I ;,',c;' 5";.!,IOI'~A(' :rc;'1',";,~7,";,~I'~ - ,. OJ (\J '" +-> :: " ...-I =-" J:: 0 P 0:...-1 ~cod(") I I ~~ ::S~D'j1 o : 2 U' . Ie ce, '"' u'"" <1>":' C) ..., a:...-I...-I I I,-<C) ",j ~?-< I ~ .~ CQ g~78~ 7~ ...-I., '" o o I I 000 N I I ~ 1: .....; ~I;: J.i o~~ I>orl~ 10 I I I I <1>:;to I': P. 0 .......C\JN'Eo.1orl '" I 81;", ...-I I I I I ~~Jl>:~ c~ I~ ?I IKI~ o o N I o I I (") I ~ N g~ S;~ I I ). 00,. I I I ;:; C-- ~ ~ l!l> l!l> : ~ ~I~ I I I J:: ~o140 ~ a I': 10 ~t.~u ...-I <.) ]I';i ~ I ~~.~ ~ 1: ~ I I I ~ ,f?-< I oJ:: I I I I .!< I a: ol:<. o~ N...-IN ~ 'tl(J ~ r\ ..; I I': I ~ I I I I ~ '? '!"~ I zlr-l al :\J a 0 ~ ~ N...-I """'.:0 +-> '" .' .!l ~ e ~ ~ * i. e ~11! ~ -~ '" ~ tiic:~~ill~ :=8~~ ~ -0 .....=- ~.....-tct t:; e .- - ~ '-. '- -' M as r-I Cl _ i.i: E:6 ~ ~ ~l ~ 1-] ce p, '~liOC ~ E r/) ~ ~II~I" Ii .521~~ ~, ,'" I~ '-5::1' E E E ~Et; '"<1>-r 1:,: i _ '51 It " ::l ::l ='1 ~1 ~ c 1!jO I I';:; I qi.';:i<i 6l ZIZZIJI~ ~!~ 1 T- -1'1 I I I - f-' I I -r i! IE 1 " VJ E " coa:C (VIC'("t' C':l ;;;~~[ + cr- -=J E I-.J .J 0 U " ~s::...::Vl ~~""'5 ;"'(":2 I ",:' ~ "j ,; v: ~ :a c - 0,,,,,,, ('("6 .,;olO.D ~~I~ I 1'-' <> .~ &J ::l VJ ... C 0 " ! 5 "'; ;g > =o~'O .(.;:: ~ 1_0-0 ~ "'"1~:.c .~~-' - '" o ::E .':a " '" '" " s:: r .. . 0: '" "' '" o c' .9 .~ ~ ""~ ~ . 0: ... '" u. o ... . 0: ... '" '" o . 0: ~ ~ ..; Z ~ ~ llC III ... ...- 0; ~~ ~~ CD ..z;:: III ... :l': ~ " <> ';:: ",'" '" " c 5,.-.: "". :<' q :0- -< . (') o (') "" tAtA..i:: <> '" o '" Q, Q, .( ~ :0- '" " "'" .. '" ::0 E o -= " ::l ';j > fIo")""'] - '" <> :a .= . .g .~ ""~ ~ ~ . .9 .c ~ ""~ "" + .,J ... 8 iE c .52 - :a c o U ." r--rArch. Style i I N~. Stories I No. Baths Family Room I III No. Units I- Z U..I ~ U..I > o " .. ~ I I Q I~ o lXI :c l.:) U:i z Value Range 5 1,00')0.00 to S 700')0. ')) Pride of Ownership of Subject Property? Good Explain any adverse influences 'teA t /'1' '<: S "~ie r~ ,- p. Accessibility & Adequacy' Good Schools X Shopping Transportation . Zoning'HE'S -'. Area? _!JQQll .jll:D1.lJ:llL.. . A vcragt: ;, .. , "m _'"",,_' ,'/, BUilt-Up .;L,V'Jlv . ..~ '- Poor " COMMENTS: U..I !:: III No. of Bldg. Lots ~ Contour & Grade Level Street Surface I';A c a dam Is the lot size typical to the area? Dimensions 1- A C + COMMENTS: Sidewalks .\ on f) Driveway Material !':R cn ~]am Highest & Best Use.\esirlentiAI LArp-er'Curbs & Gutters !;one Evidence of: Easements No EncroachmentsH one vis it e Non-Conforming Uses lwne known ~hen development WAS inltiateti,dpmRnd for this Area wns great, however as mentioned abovP,B water ~ RPWerO[B problem exists.Since this time,more desit'able ElreRS have clpveloped,~:r,v.:in[ this !H'ea less desii\ble. :\Onch -1- -l-useable Age 2~ Effective Age No. Rooms C; No. Bedrooms No. Fireplaces ? Dining Room Basemen I 1-',,1 1 Garagetr~r:pOtl Built.in Items/Appliances/Other =-l..e..c.. rnnp' CONSTRUCTION MATERIAL Ceilings "P/PS'{#"" Walls . , -1- Exterior IOrick Roof As/Sh Floors C",.. t"" r Quality of Construction j"-sc-ed ADEQUATE (Yes/No) Plumbing Galvinize Storage Yes Storms/screens Ho Electrical 1'):)Amp Gutters/Leaders Yes Roof Condition Good Closets Sc:fficient Kitchen CabinetsYeS Landscaping 1xcellent COMMENTS:Home Wi\S custom built by ~;r Shank cor.trActor.Superior cO:l.8tructi some undprimprovements on imterior,i.e.pl~stic tile in bRthroom,~etal CAbinets in kitchen,rr.etAI cAsement windovJs,& no -t bath in master bedrm. Type heat !'\VA Any Leased Equipment (List Ji 1 Natural_ Bottled Public Private X Community Cooling (Type and Number) J.. Centeri\l Sewerage: Public Septic X Cesspool Fuel Gas: ) Water: ) ) x III U..I ~ ~ I COMMENTS: l Soil Condition Shn I e Termites !'o lndlcp.t1on ~ o ~ u z U..I e > U..I Water Seepage ^ Settle men! Dampness X F1. Buckling Dry Rot Founda! ion Cracks Any Structural Damage Indicated" Some plRster cracks EXPLAIN ANY OF ABOVE AND GIVE REALISTIC COST ESTIMA TES TO REPAIR AND/OR CURE. All cureble,estlmeted ccst-t2500.)~ -2- 7~4 : I . I LEONARD SHUGHART APPRAISAL REPORT 30 EAST WILLOW STREET IR........ - C:.mlllll'cill) . CARLISLE, PA 17013 Date of inspection: J:-~-7R Middlesex 'l'wp Property at 29 Country Cluh Rd;Cflrli~le Gumbrrl~nd No. & Street City County Penna. State 17013 ZIP Code Full legal name(s) of owner(s): !f;rs LucUle Sheeff,' '-.state Total current market value is defined as: "The highest price estimated in terms of money that a willing and well-informed buyer would be warranted in paying and a willing and equally well-informed seller justified in accepting for the property in its present condition if placed on the market for a reasonable period of time; with both parties acting free of compulsion or duress and with all rights or benefits inherent in or attributable to the property included in said value." This appraisal assumes marketable title. Except where specifically shown below, the property has been appraised as though "free and clear" of all indebtedness, assuming that seller is to pay, or be charged for, all indebtedness whatsoever, including prorated taxes applicable to the current period regardless of when due, and notwithstanding various local customs to the contrary. Emphasis was given to the market data approach. The appraised value has been treated in confidence. Neither it nor any of its contributing items have been disclosed to anyone.. APPRAISED VALUE LAND (IMPROVED) ...- ..... ..-...................... .... ,. $ 7<)00.00 BUlLDING(S) .............................................. $ 11000.00 PERSONAL PROPERTY (See breakdown below) .................. $ -0- TOTAL CURRENT MARKET VALUE (Emphasis was given to the market approach unless otherwise indicated) .................... $ 1J OSOO. 00 I do hereby certify that I am fully acquainted with the area in question, that I have no interest, present or prospective, in the real estate appraised, and that neither the employment to make the appraisal nor the compensation is contingent on the amount of the valuation reported. Leonard Shughqrt Hp~1t.y Firm Name 3') }... ~'q 11 ()'W , ~;A 1'"" 1 i <:: 1 ~ F ~ . Address PERSONAL PROPERTY (Refer to Cover Letter) NA Personal Pro ert Value $ $ $ $ $ MUNICIPAL REQUIREMENTS TO TRANSFER TITLE NA Is Certificate of Occupancy Required? Is Building Inspection Required? Any Other Requirements? GENERAL INFORMATION NA FILE NO: APPR. NO: I Is the property apparently the owner's primary residenl'e? Yes Was the property furnished? Yes Was tile owner present? Yes No No No RCW" ("'73) " "- COMMONWE....LTH OF PENNSyLV....NI.... DEP....RTMENT OF REVENUE BURE....U OF COUNTY COLLECTIONS TR....NSFER INHERIT....NCE T....X RESIDENT OECEDI::NT 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 jn cammon with another or ather, 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 an Schedule "E,") The real property located In the Commortwealth of PeMlylvanla .hould be described by lot and block number, .treet and .tr..t number, togeth.r with a general de.crlptlon of the property, with a ...f.rence to the ...cord of the conveyance by which the dec.d.nt took tltl.; If a farm .tat. number of a. ere.; 01.0 .tatement of mortgage encumbrance. upon each parcel at death of decedent. Taxe., a.....ments, accrued Int.....t on mortgag.., etc.,ar. to be lI.ted on Schedulellf" and must not b. deducted from thIs .chedule. (1) ....SSESSED VALUE FOR YEAR DF DECEDENT'S DEA TH ~use and Lot of ground situate in Middlesex Township, 29 Country Club Rd. Cumberland County, FA. Cumberland County Deed Books Book A Vol. 15, page 84 Book B Vol. 15, page 77 Book Q Vol. 15, page 311 Value based on lFtr~~~l~---------------- ?;U..~ . 'I t, (j JI!4/J. NZ- tJ - ///:" ~, /~ It.:.J) ~ 1.-- t:J 44,320,00 (2) (3\ DEPARTMENT VALUATION CAUTION (Do not write In this lpace) ESTIMA TED MARKET VALUE 40,500.00 L\.o)SI:lC\,01:l j/'/ TOTAL---------- 40,500.00 40)SOO .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. . In the case of securities of close or family corporations, the values reported are as far as rossible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death In any co-partnership or business, and In support of the value of such interest there Is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or !l.usiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of Uie agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submittp-d. It should also set forth in item1zed form, together wi th the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The SChedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofpropert,y, 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 tr~nsferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the 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 instrwnent of another, with a copy of the instrument creating such power attached to the schedule. That Sc~edule 0 attached hereto hnd made part hereof sets forth the nRmes and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life unrler rlecedent's Will. It also contains a statement showing which of the beneficiaries named in the rlecedent1s will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Sc~edule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the \estiture of real estate and the date of acquisition of personalty, plus the name, address and relationShip, if any, o f co-owners to the deceden t. 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 rudiciary'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 anli 1mpaid 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 ~ith a statement of collateral pledgerl 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 have the totals of the appropriate columns in Schedules "A", "B", been carried forward and properly registered In the Summary. ilD!t...... "C", "E", and "F" as directed therein, Subscribed and sworn to before me this JW+ llJg;?A+ii~X\:JiA'R'l' -Pijetle. CAhLl";lE. 60;:(U, CUM3ERlAND COUNTY MY COMMISSION "PIRES DEC. 15. 1980 Member. Pennsyl\lania Association of Notaries . X l~'/--'J,L J1.._ump~ ROBER.}';-H': BOW~~~ B~TT~FiN(i~:;~~~1~~TB6w'E'RS(iiC-. 5. O.LSouth...Bano.1l.e.r....St.........._............................_. (StTeet Number) C arlisle.~....PA....l.70.13................................ ..................... (City or Town and State) .................................... ........ ..... day of . ..bfhi...A. ....19.._78. SOTE: Before slgnin~ affidavit make sure all b.lank spaces In the affidavit Rnrl schedules annexed are filled in with details or the word "None", ami. in case the assets include rare and unlisted securities, securities of close or family corporations or an .interest in an,y co-partnership or business, that the da ta and !it... tements requi red unde r the para~raph above relating to Schedul e "B" are attached. Al so make ce~taln that column #1 in the "SuJmlary" tias been properly completed as above-directed.