HomeMy WebLinkAbout07-10-78
RCC"Z IZ-64.
DATE
tD-O~ -18
.
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUl\"fV( () N\ '8(> ~ L ~N"D
FILE NO. L.. \ -I 'el - 0\ II
Whereas, L.lL~ ]ateof.M~~""h~
in the County of C i \ P. L I"" N Commonwealth of Pennsylvania, having died on
the \ II:::i2-- day of fV"\ ~ 191<3, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, \ ~ G ...0 0 .' . 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 tix
the cash value of all annuities and life estates growing out of said estate, hereby tile 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 tor 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.
Onerlgtlon of An.t
Unit
V.luel
AgDr.il~ment
M,d, for Inl1erlbnce
Te.. Purgo...
$ No N.E
3lo, O'{ L\ "3 \
N~
NOt\J.E
~\.~
6("
(~
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Having been duly swo.rn according to law, I do hereby cer~ify tbat tpe above appraisement is
formity with law on this \otL day of l "):;oJ :~~. .J~
~A a . J< ,
made in con.
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County, Number and Name '2 \ ~ C \.) M 8Q'1;l.. Lt'\ ~~{)
L.. ~ l '2,- a ~ I L-
Dote of Death 03 - ~\ -1 'B
Estate Nome F' \ E R.. ::J \-\ p, R \<.. '-'\
{LAST NAMEt (FIRST ~MEI
RCC-39 (8-77) .
File Number
SUMMARY
D
(INITIAL)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of C U "'" \~" R L.A NO
Pennsylvania, do respectfully report that I hove 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 IIA", uB", IIC", and liE".
Doted:
\D~b-IS
~-' N. )/jp~
.
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 !IF", which greater or lesser amount represents the sum
allowed as a deduction.
Doted:
INVENTORY
VALUE AS APPRAISEO
S
Real Property (Schedule Al
Personal Property (Schedule 01
Joint-Held Property (Schedule E)
Tranders (Schedule C)
TOTAL GROSS ASSETS
less Debts and Deductions
{SCHEDULE FI
CLEAR VALUE OF ESTATE
Valuation of life estates or
~
PRINCIPLE
onnuitles....................._ S
ESTATE TAX ASSESSMENTS _ S
FOR USE OF REGISTER ONLY
Tax on S
Tax on S
Tax on S
Tax on S
Tax on S
Exemptions
Total Estate
CODE
2%
6%
16%
.
TOTAL TAX
Less tax previously paid
BALANCE
Less S'ro of tax if paid within
3 months after death
$
$
S
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
10
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
$
$
BALANCE DUE
Add interest at rate of 6% from
10
REGISTER OF WILLS
ADJUSTMENTS
ODE {HARRISBURG USE ONL YI
REMAINDER APPRAISEMENT CODE
00+
1(}<. 3\
2(}<.
3(}<'
to - \
4()'
FACTOR
VALUE
CODE
r
~
E=
COMPUTATION OF TAX
$
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates Issued
by the Secretary of Revenue.
1=
S
r
I
~
,=
$
$
TOT AL TAX BALANCE $
PAID S
Supplemental Codes: (FOR USE IN HARRISBURG ONl Y)
48-Adj u.tment
49+Adju.tment
56-Annuity
6O-Life Estate
92+Remainder Apprai sol
93-Remainder Deduction
FOR USE OF REGISTER ONLY
93C-Chority
94-Remainder Residue
96-Successive
Life Estate
ADJUSTMENTS
HOTE: Where subsequent adjustments ore made to the above computation of tax by the Register of Wills, for proper reason
same should be noted below, with short explanation. '
92+
93-
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RCC-3915-6BI
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of ~T,:;''QY
(Last Name)
~l\l1l>V
(First Name)
n
(Initial)
SUMMARY
DATE OF DEATlI 3/17/78
FILE NO.
REPORT OF INHERITANCE TAX APPRAISER
$
$
2%
6%
5%
10%
15%
o
I, the undt:rsigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania. do respectfully report that I have appraised the real and personal properly as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "Au, "8", "C". and "E".
~ _X. J/~.-!.
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 "F", which greater or lesser amount represents the sum
allowed as a deduction.
VALUE AS REPORTED
$
REGISTER OF WILLS
VALUE AS APPRAISED
$
VALUE AS REAPPRAISED
$
t=
1==
t=
COMPUTATION OF TAX
$
$
$
$
$
$
(0) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Dated:
/IJ- t
....
71
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
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . .
ESTATE TAX ASSESSMENTS
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
Les s 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Es ta te tax paid $
BALANCE DUE
Add interest al rale of 6% from
to
$
$
t=
$
$
t=
c$
L
$
$
TOTAL TAX BALANCE $
PAlO $
1=
FOR USE OF REGISTER ONLY ADJUSnlENTS
NOTE: Where subscQuenl adjustmenls are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Lancaster, Pennsylvania 17604
17171 291.3311
NATIONAL CENTRAL BANK
Cleckner and Fearen
At~c~eys at Law
31 Korth Second Street
Harrisburg, Pennsylvania
17101
Attention: Richard W. Cleckner
Dear Sir:
In reply to
held in the
we have the
your letter of August 21,
name of Harry O. Fiery as
following:
1978 requesting infor~ation
of the date of his death,
V
Mr. Fiery had a checking account number 63-31301-7, held in his
name only. The balance in this account as of the date of Hr. Fiery's
death, March 17, 1978 was $10,239.76. >~
If we may be of further assistance to you, please feel free to
contact us.
Very truly yours,
~~ -/}/7. ~
LOUISE M. KIKG .. 0
Supervisor, Time Bookkeeping
Sept~ber 7, 1978
L'lK/pes
<:
c.
June
Richard Wo Cleckner
Cleckner and Fearen
Attorneys At Law
31 North 2nd street
'Harrisburg, Pa. 17101
RE:
Harry o. Fiery Estate
DoO.D. 3-17-78
Dear Mr. Cleckner:
In response to your request, we show the following
account infor~mation for the above named decedent:
#001_00_06380~ALANCE AS OF DATE
OF DEATH
ACCRUED INTEREST
DATE OF DEATH VALUE $ 4. 266. 92
DATE ORIGINALLY OPENED
$
4,219.89 ;..--
47053 _
#_-
BALANCE AS. OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
#_-
BALANCE AS OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
#_-
BALANCE AS OF DATE
OF DEATH $
ACCRUED INTEREST
DATE OF DEATH VALUE $
DATE ORIGINALLY OPENED
If you have any further questions, please feel free
to contact this office.
Sincerely,
~z...-.-~ 9fL/~.rl..&<-/
Donna Magdinec (Miss)
Jf~~~x~>.~x~
Savings Investment Servicer
FEM
l
(711) 238.8.'52
108.111, North Second SIreN H;:Hr:sbt:rg, Pi! 17101
Carr.p Hili StlOpping Cenler . Harrisburg [asl Marl
8t:'aulor: PlaZa. Llng:'_!sto'lm R03d . North Mall. York
Olhe~ P€r1il~;ylva~ia CIlles & TO'Nns
IFSlk:'
!!~1:1
~
"..."r..,
~";-1r""'\t"
tlffi<<@
"tt( ~~')\\.
Sincerely,
-----Ie' I; Ll.Y)/'-- -tz -~
uovlneS C ~~e_or
,
----:::::-~~~
--f:jF' . f.;
!F~tkL~tl~l
')
..
[;30~Sl(
. E5DE~~
S2v~ngs & Loan Asscciallon
01 Harrisburg
june 16, 1978
CLECKNER and ?EARE:!
httor~eYG at LCW
31 North Second Street
Earri0bure, FennsyJvania '17101
HE: Estate of nRr," o. Fiery
Accounts 18-711ind 11-5503
Dear Mr. Cleckner:
In respo~se to your letter of June 15, 1972; te:c~ :s t~e
information you requested rcg.:lrding the above r:-,enticf.-::C. a:::cclAr.~s
~hich the decedent held with our association.
---
Account #118-o00~71
Opened - September 7, 1973
Individual Account
Balance - $7,000.00 ~
Accrued Interest to date of death <3/17/78) - S99.c6 ~
Value of account at d&te of death - S'7,099.06
Account Closed - June 6, 1978
---
Account f,ill-005503
Opened - July 27, 1970
Individual Account
Ealance - 5500.00 ~
, d - t t t d t Je th (-"//17/'73'; - <';5. so .
nCcruc ~n eras. '0 D c of u u _' - I ~
Value of account at date of death - $505.50
Account Closed - June 6, 1978
I hope the above infor~ation is sufficient in he~pi~g yeu
co~plete the ad~inistration of this estate.
234 NORTH SECOND STREET. P.o. BOX 1111 . HARRISEJURG. PA 17108 . (717l 232.66€:
)
)
The ti-:.lAru~ tp~ BS Sa"ings Association
205 PINE STREET. HARRISBURG. PEN:\ISYLVA~;I.~ "7.05
OFFICES
Att'Ja Codo 717/236.4041
DOWNTONN . COLONIAL PARK' CAMP HILL' LEBAI/Otl . Ut/lO,', DEPOSIT
CAPITAL CITY' NEW CUMBERLAND
June 16, 1978
CLD::KNER AIm FEAREN
Richard W. Cleckner
31 North Second Street
Harrisburg, Pa. 17101
Re: Harry O. Fiery
Estate
Dear !{ro. Cleckner:
~
The b~nce in Mr. Fiery's certificate, 1-08-109207, was
S7,000.00. The in~st accrued on this account until the date of
death waS S105.58. This brings the total of the certificate, as of
March 17, 1978, to $7,105.58.
This account was held in V.I'. Fiery's name only and Was establis=.ed
August 9, 1973.
If you have any further questions, please feel free to contact
me in the Savings Department at 236-4041.
Very truly yours,
~.LL,.~~
(Hrs.) Sandra E. Xyers
Savings Counselor
SEM:sem
e/
~.d go." g~ ~ g,..181J6
~. ~
CLECKNER AND FEAREN
ATTORNEYS AT LAW
.31 NORTH SECOND STREET
HARRISBURG. PENNSYLVANIA 17101
RICHARD w. CLECKNeR
W1LllA'-l FEARE:N
KENT H. PATTERSON
JEROME T. FOERSTER
MICHAEL IRA LEVIN
July 18, 1978
Hr. Ira Gleim
Dauphin County Inheritance Tax
411 South Second Street
Harrisburg, PA
Re: Estate of Harry O. Fiery
In response to your recent telephone request, I am
enclosing copy of letters received from the following banks to
verify the accounts held by Hr. Fiery as of the date of his death
which was Harch 17, 1978:
Dear Hr. Gleim:
1. Harris Saving Association
2. First Federal Savings & Loan
3. State Capital Savings
Please advise me if anything further is required.
R\~C: ep
Enclosures
Very truly yours,
CLECKNER AND FEAREN
/L------
Richard W. Cleckner
RECEIV~O
IlUREAU OF
COUNlY "Oll ECTIONS
JUL 24 9 39 AH '18
"'REA COOt 717
236-1731
RCC-38, '.
COM'lll~WE,\LTH llF l'E~~SYL\",\Nl.\
TH,\~~ll,1I lXHEI\l'f,\~rE TA"
l\F~lI1E~r PECEllE~T
SCHEDULE "E"
JO DITLY OW~Ell PI10PERTY
DSTHtTTIllSS: This schedule must disclose all property, renl &1,1 personal, o~'ne(1 by the .tecedellt jointly
\'I'lth another or others, including intangibles, standing in the name of the decedent nnrl others. List
rt:"al {'slatt- first. llS entireties, or joint t.enants. g;l\"ing brief oe!Scription, ns Indicated lUlrter Schedule
".\", plus the dtlte find place of' record of' instrument effecting vestitllre, lmt fto not include entireties
or out of stab' real eslute vulue In estate valuation column. Personal property should be listed as in
Schedule "B", plus oate of' aCljuisition, nnd the IHime, address find relationship (ir any) of co-owners to
the decedent.
Description nf Property, Dote of Acquisition, Nome I unit percen tnge Estate DEPARTMENT VALUATION
Address IUHl Ht~lationshlp of Co-Owners, fUld Place Value Share Valuation CAUTION-Do not Writ.e
of' Hecorf1 of Instrument, whe.re Itea] Rs~~te._ . In This Space.
Tv'
~ ~ XX ;0;: XX XX XX ;0;: ~ ::)< 1'".0 ~ ~ Value nf Value of
~. ~ Entire Decedent's
ex XX ;0;: ;0;: ~ ~ ~ ~ ~ ~ '0 'Y % 2S Prope r ty Interest
NONE N crv----L '
I
I
,
I I
, I I
I I I
Insert this total opposite ".Jointly Owned Propert)'", Schedule "E"
1n the" As Heported" COlUMJl on the lust pa;!;e or this return.
~ "
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Heal Property......... ..........
Personal Property................
Transfers ...".........................
SU1\I1\IAHY
......................(Sch. "A")
.............. .(Sch. "B")
.......................(Sch. T')
........ ... ".' .............. ... ................ .... .....................
Gross Taxable Estate ...
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RCC-3'i (12:63)
rO~I~tuN\\"EAl.TIl OF I'ENNSYYl.ANIA
TRANSFEI( INIlERITANCE TAX
HESIlJENT DECEDENT
/
SCHEDULE "D"
BE1\EFICI:\Hl ES
BENEFICIARIES AND ADDRESSES REl.A TIONSIIIP SURVIVED
(If step-children or DATE INTEREST OF
State full namps and addresses of all who ilh.'gitimale children DECEDENT OF BENEFICIAllY
aye an interest. vested. cuntingent or other are involved, set STATE YES IN ESTATE
Yiise in estate) forth this fact.) all NO IlIRTH
T~~~, n n.'...._ r.,. , . v~~ - ,,~...~~
3213 Derry Street
paxtang, PA 17111
I
I
I
I
Deponent f\lrther suys that nIl the above-named beneficiaries are living at this time except below:
NA~lE
DATE OF DEATH
RESIDENCE
'~CC-)6' .
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~ I~.'il "'.....
T, . '0 ~~
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Cl n~'t(l\',;.. \ l:~'11 tHo' PE\~SYL\-"X 1\
71t.\\~FFI\ I \IW!, I T \:'\('!~ T.\\
SCHEDULE "COO
Tll\\,l..:n~ns
i,,,S I mxr lWCFllI'\T
(1) Old dt'cl'lll'flt. ....1111111 t....'o yt~ltrsnf'.h~atll, [lutkp llllY trl.tllsf'l~r of Iln~\, mflterfal pnrl of' Ills pstatp, Ilo"tthout
rl'cf't\'lng II .....:tlllable and adf'ltllllt.e cUHsldf'oration therefor? (Answer yes or no) No
(~) Illd deeed""1. _itldll ,"0 ye"rs of de"U,. Ir,,"sfer properlY' from himself 10 himself "lid ,,"other or
{.thers (illclwfin,!!; H spouse) In ,joint ownership? (Ans.....er yes or no) No
(:1) If' the ans.....pr t.o (1) or (:.n llbOH' is in the nff'1rmlttfve state:
(a) A~t' of df'ct'df>nl lit t.ime of tr'unsf'er --IlIA
(h) State 0 r decedent 's hell I th 11. t time of' milk! ng the trnns fer. (:\ote 1).
(c) C It liSt' n r ileCl'dent. I 5 dell tho (Xo te 1).
(.t) Did 11pcedpnt. in his 11retlm~, muke un)' trnTlsfer of propert~. ....1t1l0ut receivln.E; a vulullhle or adeflll8te
consblerlltion therefor v.-hlch WitS to tnkp. pfl'ect in possession or f!njoyment fit or nftf!r his (Ienth?
(.\nS\H~r ~'I~S or 110) No_
(u) \\1IS ttwrl~ uny possihility that the property transferred might return to transferer or hIs
psl./ttf' or he sllbJf'ct to his power of 1I1sposlt1on? (Answer yes or no) tIa
(h) l\hat wus the trans feree' s agp at time 0 l' decedent t s death? N I J.\
(5) !Jill ct('t~('tleTlt In hls II {'clime make tiUj.' transfer .....1 thout receivin.1; n vnlua6le and IHlefll1ate considerutlon
therefor under ....illch transfp.rur f!xpressly or impliedly reserves for his life or any period which does
1I0t in I'/let ('nt! heforl! his denth:
(11) Till' possf~sslon or enjoyment of or the ri.e;ht to income from tht' propprty transferred?
(.\nswpr Y"'s or 1\0) No
(Il) Tll(' ri~ht to !h~signate the persons ....ho stild I possess or en.1oy the property transf'erred or
Income tlwref'rom? (Answer yes or nn) ---.No
(0) If the llnS'M>r to (il) (h) nbm:e is in the affirmative, stute whether the right wus reservPfl In decedent
11) one or utllt'rs NtA
(j) Did fleccclent in his] irelime make It trnnsfer. the consirlerntlon for which ""I\S trnnsferee's promise to
JIll)" 1ncomf! to or for the ',cnef'lt or cnre of trtUlsferor? (Answer yes or no) '1\10
(8) DId rlf>cl>fI(>nl. ut allY time. t.ransfer properly. t.he ueneflcinl enjoymellt of wtlich was subject to change,
heerl.IlSI~ of :t rf'ser\"Plf pnwl'r to It) ler, nmend. or revoke, or which cou)d rev+:>rt to ,Iec~>tlent under termS
of trnf1sfer or by operntion of' lnw? C\nswer yes or no) Nn
(n) If Uw anSWI~r to (H) ahoVf! is in the 1.1ff1rmlltive, wus the po",.er to ulter, nmcllIl. or revoke the inter-
est of' the hClwrtcillr\" l'f~Sp.rVl'lt In tll~ flecertenl alune or till:" dfl'Cellent nnd others?
(..\nswpr p'!s or 110) -.ii/A
SOTE1: TI,I~ lltlSWerS to these flues t.l nns shoul d be SllllpOr terl by nfrtdav i t hj" t.he a ttendi ng phys t c i uu as
well IlS U copy of tlll~ death cpt1.1I'icnte.
SOTE:!: I r unSwer to /lny of the above Cllll!stions is yes, set forth helo",' Et description of thp. property
trallsff~rrefl, !t's fair nlltrket vlLlllf~ [It date of death, elutes of trltllsfers and to .....hom trnnsferrerl, with
rt>lallonshlp (If trllnsfprf>es to deCf:>dent. if ltllj". Submit copy of llOY trust <lee!! or instrllment, il' trans-
fers are claiml-'ft to he non-tllXltb]e. also slIhmit rletnilefl stlltement of f'nets on .....hlch suid claim Is basPl!.
~OTE:I: List nppl Icnhle proTlert~... helo.... in manner in which provtc1eri in Schedules .-\, B. or E.
ITEII
lJESCHlllTIOS
~L\I\KET VALUE
(Es Uma ted)
IlEPT. V'\LC,\TIO~
(Ilept. Only)
NONE
N~
InSfJ'rt Uds totrtl opposite "Transfer,,>", Seheltule fie" in the
"'\s Hf~I'or te,I" cf.lllmn nn the I as t page of thl s return.
RCC -~5
*~
COlmONWEALTH OF PENllSYLVANIA
T~~SFER IllHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
IXSTRl:CTIOSS: 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 wit.h another or others
must be li~ted 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.D.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 1n bank,
stocks, mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay-
able to the estate or fieluciary in saiel capacity, partnership interests, interest In anyundistributed
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
So.
ITEM
List and describe rully
UNIT
VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
ESTIIlATED
llARKET VALUE
o ~
National Central &ank - Ch. Acc't #6331301
State Capital Savings & Loan
Account #001-00-06380
Interest to 3/17/78
\0")""2.3"1..'16
Harris Savings Association
Account #1-08-109207"""--
Interest to 3/17/78
'1,000.000
lOS <; '0
First Federal Savings & Loan Association
Certificate #71, Account #118-000071
Interest to 3/17/7a,-
Account 14-5503 ......--
Interest to 3/17/78
7,000.00
99.06
500.00
5.50
\,000.00
'1.4.0 (",
5':::'0,00
5 So
U.S. Series H Bonds @ $1,000 each
January 1960 - M 7071852 n
January 1960 - M 7071853 H
January 1960 - M 7071854 H
January 1960 - M 7071855 H
Ll)ooo'()O.
Madison Fund, Inc.
7 shares, N M 0417586
7 shares, S F 0050344
Dividend
5/8~and
5/8
II)..~~ ")5"
/14/1 ~ \"1 L.\. . l 3
-126.75
3.40 3,.'-tO
SoS.()() 50S.00
<....218 .,75)
11.25 \. \. . '"2-.5
37.87 31.'31
81.00 '2,l.Qo
@ (12
@ 12
,
P P & I:
10 shares 4~% Pfn. APO 25718
Dividend
... "0
O~U
@l21 7/8)
The Pennroad Corporation
3 shares, Wl19045 ~ 12 5/8
'The PA Railroad Co. @ 1 ~
35 shares - G19392
15 shares - N455089
2 shares - P571343
2 shHres - A967431
IDS Realty Trust, Certificate #37525
Interest
2,010.00 ""2..,010.00
54.84,~ --- 54-'0'-\
Inser t this total opposl te "Personal Property", Schedule "B" in
the "As lteported" COhl1TU1 on the last page of this return.
x X
(i~431 .1&
36,M'-l.3l
~c C-!4 (.-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
11'""""
,
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 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 Commonwealth of Penn.ylvonla .hould b. (1) (2) (Jl
described by lot and black number, .treet and .treet number. toge,her with DEPARTMENT
a generol ducrlptlon of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm .ta'e numb.r of a- FaR YEAR OF ESTIMA TED CAUTION
cre.; 01'0 .tatement of mortgage encumbranc.. upon each parcel at d.ath
of decedent. Tax.., a.....m.nt.. accru.d Intere.t on mortgage., etc.,are DECEDENT'S MARKET VALUE (Do not writ.
to be II.ted on Schedulel'f" and mu.t not be deducted from this .chedule. DEA TH In thl. .pace)
NONE N~
,
Insert this total apposite "real property", Schedule "A" in the X X X X X
"As Reported" column an the last page of this return.
'I.....~_ - ~J:.ll~~.4~.'. "-, ,.-~,' ....,..,~-n .,.~",y:..,-;" ,
_'"" ,,"."~ cf'. '. .
,#:;.. .... -~~
......,.:~.i..,."""'X .;.'t~.~~,~'_:,~;.l""~ "o.."'vr....~c ':'!O"
.-........" ,'..
Ii 6. rEAR{N
15 AT l...
,u"." ~.... A'....
Last Will and Testament.
and seal
IN WITNESS
M
this 2- S'
\~IEREOF, I have hereunto set my hand
day of ~~......f...<^-"- 1969.
~,t. LC
~arry. o.
(
Signed, published and declared by the said Testator,
HARRY O. FIERY, to be his Last Will and Testament, in our
presence, who at his request, in his presence and in the
presence of each other, we believing him to be of sound and
disposing minak memory' and understanding, have hereunto
sUbscrib~ames as witnesses.
/
r
"l
!
.!.<.J..-
/of
I
I
/ . /
~14? zj~ 4:, lIf (:deL-
tI
of l-Ic{-l,'t~'d< "'7 /4.
./ C/
Page two of two
(SEAL)
- - --
~"....e;.;:'0l", 0:'':''',
I II a FCilfl(N
'ns At UIlI
" pn."nH"'~;U
LAST WILL AND TESTAMENT OF HARRY O. FIERY
I, HARRY O. FIERY, of 1824 Holly Street, Harrisburg,
Dauphin County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
and making void any and all Wills by me at any time heretofore
made.
ITEM I - I hereby direct that all of my just debts,
funeral expenSeS, estate and inheritance taxes be paid by my
hereinafter named Executor as soon after my death as nay be
found convenient.
ITEM II - I hereby direct my Executor, if I have
not already done so, to purchase a footstone to be placed at
my grave.
ITEM III - After the payments of my debts and
funeral expenses, I give, devise and bequeath all of my
property, whether real, personal or mixed, of whatsoever kind
and wheresoever situate and from whatsoever source derived,
to my grandson, James II. Hildum, to have and to hold, absolutely
and forever.
ITEM IV - I hereby nominate, constitute and appoint
Richard W. Cleckner, Esquire, to be the Executor of this my
page one of two
"-M.~?I-
,-
'. .".......,
.- ~:;;~~~
_. ,
. . ..,... .,~- ..-......
-~
.';;-. -'. ~~
., 'I..
,,-.
-~
(SEAL)
.. -",,'
In t~."" cas~ of securities of' close or fl1mlly corpclrl1tiollS, the val lies report.erl are as far ns
rn~<;itll\! S1Jbsthnt.it.t~11 by financial 5Vltements of' the corporntlnTls, showing the IlSSP.ts nnn llahilities
th...-;>0:':\.5 0[' ;,h.e date of II""dtll. The selle.lule also sets forth tile Interest of (lecedent at the time of
de-~th in n:lY ("o-i','lrtn~rship or business, and in support of the vllllle of sllch interest there is annexerl to
sa:l: s._''':..:,,{!1:I~~ financla.l statements sho.....lng the assets nnll liahilities of" SA-io co-partnership or h,usiuess.
.\ <,OJ': r.!' u..:~. ~o-part~rshlp agreement, (if oral, a stateI"lent settin~ forth the nature of tlie tlgreernent)
to~..:>!L"", -..U!o e 5tl'lte~~nt settin~ f"orth the cllaraeter of the business, its location, and sHch other fncts
l'o?rrc..::iL'; to :r.~ huslne~s as may be pertinent to a fair find ,just appraisal of the necedent's interf!st
tt.t"rt:>!'; r-ll:.....t !"'-"sul'nltt~n. It should also set forth in itemized form, togelh~r with tll~ fair market "nlu~
th~':-...r/:~. en:; Qt~l€'r prof"'O'rt)" o....nf"d or tlequeathed by the decedent at the time of death.
Thp S~;-'e'du/~ C att~ched hereto and made part hereof sets forth It trllp. answer to each inquiry
co:lta.ir'p?f' t~~:-€'in enci in the case of transfers of property, real or persnnal, within two Yf:'ars of decedent's
deHh. in cont~nrpl&tlon of <lecedent' 5 death, or intended to t'lke effect in possession or eHloym~nt at or
aft"r ctedth, 5,;:.1(1 seh.edule sets forth the nature ann valllA of such pJ'opert:o.', t.o whom tnmsf'errt>d, the
rplat iOf'ship o!" the transf,:;-rees to the decerlent, the proportionate sha.re receive() by each transferee allll
all ot~1~r facts of II pertinent nature regarrl.in.l; sairl transfers. In the cas? of transfers intenderl to
take ~!~f~ct in ?o~sP~31on or enjoyment at or after neath, there Is also httllchell to tlle scheflule a conY
of" the tioe,,:,d, trust <::'::!"':'''":Clent or other instrument creating the tru:'Ot.. Tner.~ Is n]so set forth in stlid
sch~ctl~ 1-:.> f:. 1 is t of 1111 ;:.roper ty, real and personal, wIth its vRlue, wh ich l'tl:::ses R. t d~cptien t' s rl~1l t.it h~.
vi!"'tup. o~. t~o:'! ex.e:-eise by decedent, either Indivirlually, or.101ntl~' vdth another, or any pO'o'ter of a.ppoint-
::;.ent ....i:'~tert in c.:o>cerlent, ei ther inlUvldually or ,jointly, by thp will, deed, or nther instrument of another,
.", i th a COllY of the inst;-lL.".,.nt creating such power attached to the sehecl1l1e.
Th"l.t Sc."~c'u!l? D htthched hereto and wule purt hereof sP.ts forth th~ ORmes anrl artdresses of all
pe:-sons. b'?:H~f1cla11~' interested in this estate at the time of decerlent! s Ileath, the nature of their res-
w"eti"':? ir.~erests, their relationship, if any, to the rlecedent, to~p.ther with the hges at th~ time of
d...cei-l.:::.t'S rleath Qf" 1:111 ninors, annuitnnts ann beneficiaries for life linnet' decedent's \\'i1l. It also
cc)nte.ins ~ St.h~e:7lent shQwing which of' the beneficiaries named in t1w dl.cellent' s ~ill, If any. dif:a prior'
tn llec.:;.u.o>nt, n..e dates of their rip-nth, tlleir issne, nnd the relationshIp ot" such iSSlle to th*'" lH:"Ilefh:iary.
Thl1.t S:t>edu!~ E httached hereto anrl made a pa.rt hereof sets fo'"th all property, real uwl per-
~onal, o'..n""d t.y thl? dec"",d~nt Jointly with another or others, inclwling intangible, standi"?; ill the na!ll~
of. thf" docerl.,mt. ,I>.rl,l oth€>rs,. plus the date anrl plnce of recorrl of' instruments e1~fecting th~ \estlture of
r"".>9.} PS,,"'-te ?.il'd the date of acquisition of personalty, plus the name, fltllll'PSS Hilt! reltltinIlSh:p. if :..l1Y,
of co-o....':1'::-:-s to th~ decedent.
Th....t Sched!.tIe:o F at.tached hereto nnd made fL part hereof sets I'll "t.tl fully Ttll.1 il! ,J...t..rti\ I\il fh-!htl'
l1nd d~rtuo:tivns. cll:.ined for hoUri on behalf of" this deeerlent's estate, incllldi,,~ t'l:ncrlll expenses paId:
fd.::lil:, exe:":lption, whpre appl icable; costs of fl.dmlnistrntion of' this es.t'ltf': cOllns~~l r.~es And l'url-ic1nryl s
cor.:nlsslons p~1rl or to l.e paid; cost expenrlf"rl for burial trusts, t.ornhstoll'~s o~" g;ra\'I'!1:'II'l.:.'~T'S, an.t relt-
giow.. sen"Jces. in consequence of the death of the dece(lenlj debts aud claims o.....ln:; Hnl! Ilfljlaill at time ot.
do:-ath; p....(.es. accr\l~d c!-.e.rgeable for perJod prior to decedent' s rl~ath (excf"pt those hllo....Ptl untifn' S.~ctinll
fl:jl of' t_r:"" l'1!".o:>rit<l.nef'! :11111_ Est.ate Tn" Act); t.oget.her wit.h a stflt.elTlf>nt. of cf.llrdl"r:tl 1'1.~,1~~'1 fill' nhli.~r\.-
tions. if a:1Y. It is agreed that the fiduciary will present proof of sultl clall\l.~{l otJli:;;(t.i')lIS ":'011 1'."'-
quest. that if. t.h"O' a:nr..unt actually paio in settlenent of any fee, commi.ssion or deht. is less than the
estir:l'"'-t>~'! e.:-'!f:lI.:~t clldmin;; anrl1l.1lo.....ed, t.hat the saw" will he reported to the Register of WIJls, ttn<l tllltt
f :,"" ~'-')11'" T_ I,f" T."t x f!.ssess€'11 eM tJe reassessed in accordance therevd t11.
T!"!,,-t t::(~ ;,nt;:.}:;. of th&> appropriate eol\lmlls in Scheclu1es ",\", nB", "C", "E", nnn "F" as dir'ectcrl therein,
h;"ve tp":::n {"<=.r;-j""d f'or",ar'l anrl rropf~rly re~ist.c!"ed in the Smrunary.
SIl:);Crit",] H"d sworn to Lefore me thia
_ day of. nlt.C~",_
;Tj
T. rAd..<':I~+4.
Pu bl ic
19....!.\l..
/~;;A ~VL--
~~t::n.d............. ......_..........................m..........._.............................M............-..
( };xecytor-A:.:!lcioXscl'CY.ot;\:
..3.~..~() r tJ.1...?_ECr;2l!.d S t r9 e t...............
( Street Number)
Harrisburg, PA 17101
....-...-..............................
(City or Town and State)
,
. :;. ;~.f\-
.__... ....::..~m_____
'C' '
..._.___,. L v':f..IA.~. 1'-) ..
!';0 i:a-r:y
y-30
19
:'lY CcITu....'lission Expires:
~"JTE: 11..{'o:"-:- "yi~nin; hffina\'it make sure ;tlJ lllank spaces in t.he nffirl:t\'it UTl'! scllelllllc!' :lllllf'Xf>fl lire
f"ill~'1 in ...it:'; dt~t'1.ils or the 'II'ortl "S(Jne", III tel ill case tlip HS~..ts inellllle rare and uulisted st..cllrith's.
5~curitles (If o:lo<;e or f'h:Tl.ily corpOrl-tt1ofls or Fltl iul"rest in Ilny co-part.r,ersldl' (lr tJllsln~"s~ that the
ol<:.t'1 :,:nrl St.,.t.;-~nts r~(iuirerl unrl~r the IHlI'ul!.raph I\\,o\,(" rt~lat.illh to Schclhtlp "B" lll'e nttactJPrl. \\:-;" nal.;~~
C'f-rt.'~:'!1 thJ'"tt t;t)llL";Jo :;,1 in ttIP "SIlJlTltn.r~"" has bef!1l projlPrl)' Clllnplo!t.Cfl as 1l1){l\'e-'l1rect.ecl.
~~......::t. - "..
RCC.3J (~.731
Cml\IOi'<WEAL I'll OF PENNSYLVANIA
DEPARUIENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
'.
RESIDENT DECEDENT
COUNTY OF
CUHBERLAND
IMPORTANT,
This return must be completed in derail and filed in duplicate, with all auachcll, with the Register of Wills. of the
COt"IIY \\here decedent resided; Return is due within nine months after d.\te of death, unless an extension is I;rallted
by Ihe Sccretary of RC'lZenuc. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
1;-.; TIlE MATTER OF TilE ESTATE Of'
,..J
~~-mwt1:lK
AFf'IllAVIT Of'
HARRY O. FIERY
eSTATE FULL NAME OF DECEDENTl
EXECUTOR
LOI~ of
CUMBERLAND
State of
PENNSYLVANIA
DAUPHIN
J '"
County of
RICHARD W. CLECKNER,
Executor
.<<:;';;';Xi{)\",
of ,he esta'e of ,he obove-nClmed decede,.,' being duly sworn. deposeS
and sayS
Decedent died
March
, 19~{'eslale leaving (I lost will. copy of which is heteta OtlClChed..)
(YEAR) ~"'~
17 ,
{DAYl
lMONTHl
Nome and oddress of ottornftY at }
other out;.oriltea repr.sentative to ....hom
011 corresponaence should be nloiled.
P.
31
Daniel Altland
N. Second Street, Harrisburq, PA 17101
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
{EXE CUTOR-AOMINISTRA TORI
the assets then::tJf 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 tlr deputy of another. or in decedent's individual namt::. with right of access by ilnother as agent or deputy, with the
exception of the following: -
""':'ME AND ADO~-~S OF' BANK OR OTHER INSTITUTION
I.... WHICH DrCt;;DF\IT RENTED A S....FE DEPOSIT BOX
No\.
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF' JOINT
HOLDERS TO DECEDENT
lhat the contents of said safe deposit box or boxes are itemized under SchedulesNjA of this return,
with the exception"of the follo\'l'"ing, for the reasons hereinafter set forth:
That Scherlule.A attached herein and made part hereof sels forth [oily and in delail all the real property.
in the Commollwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
morigage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death. name 0: r1ortgagee. date. rate of interest. and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part ht::rcof sets forth fully and in detail all personal property
whereso\'cr situated owned by the decedent at the time of death; all money~ left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's crl:dit in banks of deposit, savings
b.lOks, trust compar.ics, or other institutions~ whether individually, or in trust for any other person or persons
giving also s('parately the accrued interest thereon. if any, down to the last interest day prio:" It) dec~dcnt~&
death in the case cf savings banks. and to the date of decedent':-; death in atI other cases; ~II bOI1"s, llost...l.
savings, treasury certificates or notes and other evidence of indebtedness of the United S-l~leF:'. to tlll~:'lc. :.,
cedent; all obligations, whether by statute or agreement they .He designated as lax free. of Ihe'United Stat~s,'
or an}' statc, or political subdivision thereof, or of any foreign country, ,vhich arc o\vned at thr lime 01 death;
all wearing apparel. jewelry. silverware, pictures, books. works of art, household furniture, horses. carriat:es.......
auloOlobiles, hoats. and any and all other personal chattels of whatsoever. kind or nalUre. left by dLc.;denl.
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent ami of all
claims due and owing decedent at the time of death, and all promissory nutes or other"instrumcnts in writing
for the paymenl of money of which decedent died possessed, of whatsoever nature, with interest thereon. if
any, giving the face vatue and estimated fair market value thereof, and if such estimated fair-market value be
il'ss than the face ,'alue. 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 Slacks and dividends
due thereon and unpaid as of the date of dealh, bonds ami accrucd intcrt:st thereon to the date of decedcnt's
death and Dlher investment secllrj[ies owncd by the dcccdcnt at the time of death, with the"market value there-
of at such rime.
J/- 71-
OJ 71_
~
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