HomeMy WebLinkAbout04-04-78
RC C-2 (2.64)
,
DEPARTMENT OF REVENUE
BUREAU OF COUNTV COll ECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
29 June 78
CumbeJrland
DATE
COUNTY
FILE NO.
27-78-0762
Whereas, MaJt.i.e M. 8wr.khaJr.t late of New CumbeJrland
in the County of CumbeJLtand Commonwealth of Pennsylvania, having died on
the 7llt day of MaJl.ch 19!!., seized and possessed of an estate
subject to Inheritance Tax under the Jaws of the Commonwealth of Pennsylvania;
Therefore, I, 1M G.P plm . 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 Ufe 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.
Ducrlptlon of Alllt
Unit
Vatu..
ApPfailement
Made for Inheritance
Tax PUfpolel
$
None
None
None
22 589
TJr.anll
Jo..i.n.t.t Held PM eM:
T o:ta.e. AM e.t6
22,589
Having been duly sworn accordi~ i?t law, I do hereby certify that th')sbove appraisement is made in fgn-
formity with law on this 9 day of ~une --'1 A ^ 19_.
k'. _
~ppn""
(7l:ttUtb'Wr~)
IPad 0fIe.)
, Penna.
77
77
, "
'*
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPL.Y PLEASE
REFER TO
RCC~81 (6-73)
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
Jean B. StoYlVL
70S. 15th S:tIteet
lVuw ('",nhuJr/nord Pn 11070
(Executor or Adm inistr~tor)
In Re: Estate af
I.InJri~ AI 13!lJrIlI:tIl~t
CumbeJttand
County - Fi Ie No.
21-78-0162
Dear
You are hereby notified that the . OJLig.i.na.e
oppraisement in the estate of MalUe M. BUIl.k.haJr..t
has been filed in the Jffice of the Ro/kister of Wills of CwnbeJttand
County on 29 une , 19_, Soid appraisement reflects the following
valuations:
Real Estate
Personol Property
Transfers
Jointly Owned
Total
/Jone
/Jone
/Jone
22, 589. 77
22,589. 77
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 onnum is charged.
Any party in interest who is aggrieved by this natice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 af the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Dote 29 June 78 Signed ~_ /(, ~.
J
Title
<,hiqft Applta<ult
/-------,
Note: This is not a bill.
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RQC.39 (~e8)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of Burkhart Marie
(Last Name) (First Name)
SUMMARY
101
(Initial)
DATE OF DEATH l1"r~h 1,1 Q7RFILE NO.
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tsx Appraiser in and for the County of
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 column to the right in Schedules "AU, "B", "C", and "E".
Dated:
t
!l.~-7~
~ ___ K. )(A~- -'
INHERITANCE TAX APPRAISER
-
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, pennsylvania, do respect-
rully 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 "F", which greater or lesser amount represents the sum
allowed as a deduction.
Valuation or lire estates or
annuities. . . . . . . . . . . . . . . . . . . $
ESTATE TAX ASSESSMENTS $
BALANCE OF INHERITANCE TAX DUE
Add interest at rate or 6% rrom
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
Dated:
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint- Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months arter death
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED
$ $
VALUE AS REAPPRAISED
$
22 54Q 00
$17,696
00
t=
1=
1=
COMPUTATION OF TAX
2%
6%
5%
10%
15%
o
$
$
$
$
$
(0) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
E=
$
$
1=
$
C
I-
E
$
$
TOTAL TAX BALANCE $
PAID $
FOR lJSE OF REGISTER ONLY i\DJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation or tax by the Register of Wills, ror proper reason,
same should be noted below, with short explanation.
!:tee-as
'.'
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, standing 1n the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief' description, as indicated md.er Schedule
"A", plus the date and place of record of instrument eff'ecting 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", 1)lus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decerlent.
Description of Property, Date of Acquisition, Name
Address and Relationship of' Co-Owners, and Place
of Record of Instrument. where Real Estate.
0<
0<
x
0(>0<:
ex
1.
X!Q\':<><:
II L.f I : ~ 10
L."...l ~
Real Estate' ~y "
.~p
Land and iDlprOVeDlent kn . /l,nd
numbered aa 705 - 15tn. Street,
New Cumberland, Pa. 17070
(Appraisal attached)
Owned as joint tenanta witn. right ot
survivorship; Marie M. Burkhart
(Deceased), Jean B. Stoner (Daughter),
John D. Stoner (Son-in-law)
X~
2. The following CCNB Bank, N.A.
accounts are owned in the names of
Marie M. Burkhart (deceased), and
Jean B. Stoner (Daughter) as Joint
Tenants with Right of Survivorship
a.
Certificates~f Deposit
11119856 V
11119857 ,,/
11119858
b. Savings Account
#001-7014333 (includes
interest to date of death)
c. Checking Account
11120-560-8
unit percentage Estate DEPARTIIENT VALUATION
Value Sh are Valuation CAI1TION-Do not Write
In This Snace.
;;><: Value or Value or
0< 0< :>< ~>O<: x..> Entire Deceden t t S
X Property Interest
6,000
1/3
V
15,333 / 1f~,lJtJi:J.I(/
\S,333.oa
800 ' ?6~II,OD ~oo.o 0
800 ' / , (;~,.OO ~oo.c
0
690 ;/ 'l,no.ol1 ,f,,({O.O 0
i.J,q~,"'7 Sf ('~5J~ L\)een..
4,833
.--- )
~' I/, 7. ~l\ .00
1,600
1,600
1,380
1/2
1/2
1/2
9,666
1/2
167
1/2
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" colUllll on the last page of this return.
22,540
't2)S B4..11
~
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'c l'ol E
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~ E go
!5 0::
SUMMARY
,(Sch. "A")
...,......(Sch. "B")
",.... ..(Sch. "C..)
....... .........." (Sch.,I.'En)
Real Property
Personal Property
Transfers
...JQ;l.nl;ly,Qwned..Propeny
Gross Taxable Estate.
'..
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(1)
(As Reported)
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$
$
$, -():-
$..22,540.00
$.
$..2),.540.00
. .
(2)
(As Determined)
$
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S
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, .
RCC-31 (12-63)
c:DMMON\\'EALTII OF rENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who
have an interest, vested, contingent or other
wise in estate)
Jean B. Stoner
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP
(If step-children or
illegitimate children
are involved, set
forth this fact.)
Dan hter
John D. Stoner n-in-1 w.
Both live at 705 - 15th. t.
SURVIVED I
DECEDENT I
STATE YES
OR NO
Yes
DATE
OF
BI RTR
Le a1
Joint1
*~
INTEREST OF
BENEFICIARY
IN ESTATE
I
~
I
NAME
Deponent further says that all the above-named beneficiaries are living at this time except below:
DATE OF DEATH
RESIDENCE
,RCC-3!>
'*
-.
COMMONWEALTH OF PENNSYLVANIA
TRANS~~R INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
HESIDENT DECEDENT
(1) Dirt decedent, within two years ofdellth, make any trans:fer 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) Nn
(3) If the answer to (1) or (2) above is In the affirmative state:
(a) Age of decedent at time of tran~fer
(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 ~ffect in possession or enjoyment at or after his death?
(Answer yes or no) 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) Nn
(b) What was the transferee's age at time of decedent's death?
(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) Nn
(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 af1'irmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a trans1'er, 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, trans1'er property, the beneficial enjoyment of which was subject to change,
because of a reservecl power to alter, amend, or revoke, or which could revert to decedent Wlder terms
of transfer or by operation of law? (Answer yes or no) No
(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)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certi1'icate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
trans1'erred, it's fair market value at date of death, dates 01' 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 1n manner in which provided in Schedules A, B, or ~
I TEll
MARKET VALUE
(E. tima ted)
DEPT. VALUATION
(Dept. Only)
DESCRIPTION
NONE
-0-
~~
-0-
N~
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of this return.
RGC-36
..-
'*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible ond intangible personal property owned individually
by the decedent, at the time of his deat~ Property owned by the decedent Jointly with another or others
must be li&ted 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 aCc01Ults, must be listed, despite the fact that they are not of the administered estate.
Tongible personal property should be listed first (e.g. Jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such &S bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with aocrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduoiary in said capacity, partnership interests, interest Inanyundlltrlbuted
estate of or income trom any property held in trust under the will or agreement ot another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item I TEll UNIT ESTIIlATED DEPARTIIENT VALUATION
No. Lis t ond describe fully VALUE IoIAIIXFI' V ALlJE (Do not write in
this space)
NONE (See Schedule "E") ..0- N~
,
/
,
_n_ N~
Insert this total opposite "Personal Property", Schedule "B" in X X
the -As Reported" colW1D1 on the las t page of this return.
RCC-34 (4-73).
COiiMONWeAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU OF COUNTY COLLECTIONS
. TRANSFER INHERITANCE TAX
RESIDENT DEC!DENT
SCHEDULE "A"
REAL PROPERTY
'"
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant In cammon 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 "E.")
The real property located In the Commonwealth 0' Pehft.ylvanla .hould be
de.crlbed by lot and bloclc number, .treet and .treet number, to,.ther with
a general de.crlptlon 0' the property, with a reference to the record of the
conveyance by which the decedent toolc title; If a farm .tate number of a.
cre.; al.o .tatement of mortgage encumbrance. upon each parcel at death
0' decedent. Taxe., a"Ii..men.., accrued Intere.t on mottgoge., etc.tare
to b. lI.ted on Schedule "FtI and mu.t not he deducted from thl. .chedule.
(1)
(2)
(3\
DEPARTMENT
VA LUA TION
CAUTION
(Do not write
In thl. .poce)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIIlAT!D
MARKET VALUE
NONE (See Schedule E)
""0",,
N~
~o-
N~
Insert this total opposite "real property", Schedule "An 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
possible 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 husiness.
A copy of' the co-partnership agreement, (if oral, a statement setting forth the nature of tIle 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 submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Scf>edule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of'property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in po~session 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 receivert by each transferee and
all other facts of' a pertinent nature regarding said transfers. In the case of transf'ers intended to
take effect in possession or enjoyment at or after death, there is also attached to the scherlule 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 wHl, deed, or other instrwnent of another,
with a copy of the instrt~ent creating such power attached to the schedule.
That Scf>~dufe D attached hereto hnd made part hereof sets forth the nRmes an~ 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 under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Scf>edu/~ E attached hereto and made a part hereof sets forth all property, real and per-
sonal, o'med by the deceden t join t1 y wi th another or others, including iotangi bl e, s tanding in the name
of the decedent and others, plus the date and place of record of instrwnents eff'ecting the \-esti ture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc~~dvf~ 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 decedenes estate, inclurling fUneral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and furliciary'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 ami unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
65101' the Inheritance and Estate Tax Act); together with a statement of collateral pledged. for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid In settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassesserl in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..a?.:?..~.......
..........(];,............... ...... day of3Zm mm.~mm. 197./...
j. .. /J ...r /J~. m~ ......m.m.............m..
.._........ ~~ ~.../.l
NOTARY PUBLIC
Ilv Comm:sslcn Expires r,lay 5. 1':i8C
~urn, 'eIIJr~! County Penn::yl'JJfild
..Sf~;~1~;~................._.........._.
. 7.0S...."'....lSth......S.tr.eet............................................_....._..
(Street Number)
.....!'"W...G\!IIl1U!l::liil.ml......P.enns.ylvania.17.07..0......
(City or TOlDn and State)
SOTE: Bef'ore signing affidavit make sure RII blank spaces in the affidavit ami scheoules annexed are
filled in with details or the word "None", and 1n case the assets include rare and unlisted. securities,
securities of close or family corporations or lin interest in any co-partnership or business, that the
da ta and statements requi rerl under the paragraph above reI a tlng to Scherlul e "B" are A. t tachert. Al so make
certain that column #1 in the "Stmmary" hRs been properl,y completed as flbove-fl1recterl.
'...
RCC-33 (4.7.,,'
:.,."^ -~.
COMMONWEALTH OF PENNSYLVANI.J!DR 0 J _
DEPARTMENT OF REVENUE 1. . .
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
Cumberland
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Resister of Willa of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is aranted
by the Secretary of Ro'tonuc. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Marie M. Burkhart
(STATE FULL. NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
ADMINISTRATOR
Late of r.nm}u:lo,..l ~nrl
County
Stot. of Fennsyl vania
} u:
County of Cumberland
Tp~n R ~~nnpr
~:L....___ >{ of the ..tat. of the above.nomed decedent beln9 duly .worn, depo..S and .0,&
Decedent died 'March_ 1. , 19~ t..tat. leaving a lo.t wIll, copy of which 1. h.reto attach..,}
(MONTHl (DAY) ~~
Nom. and gddr... of attorney or} }lrs-.. Jean B.. Stoner
olher authorized r.pr..entatlv. to whom
all corrn.pond.nce .hould b. moiled. 705 .... 15th.. Street. New Cumberland. Fa. 17070
Executor
That as such F.YP("l~ =_~~ponent is familiar with the affairs of said estate and the property constituting
(EXECUTOR ~~
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as aaent 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
NE
THIS SAFE DEPOSIT sox RENTEO
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO OECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules N/ A of this return,
with the exception of the following, for the reasons hereinafter set forth:
That Schaul a A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schaau/a 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 prior- ~ decedent's
death in the case of savings banks, and to tbe 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 ~ta~tes 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 Qf 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 there-
of at such time.
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