HomeMy WebLinkAbout06-17-81
R,?C.J3 (4.7jll
. .-.
ia1
"
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
1'%-(7Y
~ I r COUNTY OF
RESIDENT DECEDENT
PI; ( f
Cumberland
IMPORTANT:
This return must be completed in detail and riled in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death. unless an extension is granted
by the Secretary of RC\lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961,)
1:-1 TilE \1,1 TTER UF TilE ESTATE OF
,..J
AIl\IINISTRATOR
AFFI[)A VIT OF
CHARLES G. STONE
ISTATE FULL NAME OF DECEDENTl
EXECUTOR
Late of
Cumberland
} n,
Adminislrlllt>r
Executor
of the estate of the obove-named decedent being duly sworn, depose S
and soy S
Decedent died
, 19-28--{tutale leaving 0 losl will, copy of which is hereto attached. }
(y EARl ..1.rUu.Ja.tc...
M::trl'n
?R
(DAy)
IMONTH}
Nome and oddress of attorney or }
other outhorhed representative to whom
all correspondence should bo moiled.
Stone, Sajer & Stewart, 310 Bridge Street,
---New-GumberlaHG, Ph. 1+Q+O
That as sllch_Exec-uto-r: deponent is familiar with the affairs of said estate and the property constituting
I EX E CU TO R~ AZlIwl~~Q""L
the assets thert:nf and their fair market value.
That at the time of dCi.lth there was no safe deposit hox registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
REl.ATIONSHIP OF JOINT
HOl.DERS TO DECEDENT
CCNB Bank.-.!iJ
331 Brid~e Street
New Cumberland PA. 17070
..
That the contents of said safe deposit box or boxes are itemized under Schedules B
wi (h lhe exception of the following, for the reasons hereinafter set forth:
of this return,
That Scheelule 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
dealh, name of mortgagee, date, rale 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 Scheelule B attached herelo and made part hereof sets forth fully and in detail all personal property
whcresover situated owned by the decedent al 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 tht.: accrued interest thereon, if any, down to the lasl 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 Stales,
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 arl, household furniture, horses, ca-rriagcs,
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 ami owing decedent at the time of death, and all promissory notes or other instruments in writing
for the paymenl of money of which decedent died possessed, of whatsoever nature. with interest thereon, if
any. giving the face value and estimated fair market value Ihereof, 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 al the time of death, with the-market value there.
of at such time.
,.
In the case of securities of close or ramll~. corporations, the values reported are fiS far as
possibh~ substantiated by finlltlclal statements of'the corporations, showing the assets and liabilities
thereor fiS of the date of death. The schedule also sets forth the interest of ctecedent 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, fitumclal statements showing the assets am liabilities of sain co-partnership or 9,lIstness.
A copy of ttH' co-partnership agreement, (if oral, a statement setting forth the nature of the agre-ement)
together wI th a statement setting forth the character of the bllstm~ss, 1 ts location, and such other facts
lwrtaintn~ to thH business as may be pertinent to a :fair Rnd just appraisal o:f the decedent's interest
therein mllst be submitted. It should also set forth in itemlzed form, toget.her with the fair market vallie
thereof, an~' 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 ann 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 tllke errect in possession or enjoyment at or
after death, said schedule sets forth the nature anli value of such propert~., to whom transferred, the
relationship of the transferees to the necectent, .the proportionate share receivell h)' each transferee and
all other facts of a pertinent natllre regarding sain transfers. In the case of transfers Intencted to
take eft"ect in possession or enjoyment at or after neath, there is also att8chen to the schedule a copy
of the deed, trust agreement or other instrument creating the trust.. Ther'~ is Rlso set forth in said
schedule tt. 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 indecectent, either inrlividual1y or Joir:tly, by the ....'ill, deed, or other instrmnent of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the nnmes ann addresses of nIl
persons benef"icially interested in this estate at the time of decedent's neath, the nature of their res-
pective interests, their relationship, if any, to the decedent, to~ether wi th the ages at the time of
decedent's neath of all minors, annuitants anct beneficiaries for life Hnrter rlecedent's W111. It also
contains a. stl'lternent showing which of the benefi,ciaries namerl in the decedent's will, if any, died prior
to decerlent, the dates of their death, their issue, Imd the relationship of such issue to the beneficiary.
That S.:/1edule E attached hereto and marle a part hereof sets forth all property, rei'll /lnll per-
sonal, o.....ned by the decedent Jointly with flnother or others, incl1llHng int.angible, stRnding in the name
of the decedent Flnlt others, plus the date and place of recorn or instrtUnents effecting the "estiture of
real estate and the date of acquisi tion of personal ty, plus the name, nftdress ann relationship, if any,
of co-owners to the decedent.
Thtt.t Schedule F attached hereto and made a part hereof sets forth fully and in detail all ctebts
and deductions claimed for anrl on behalf of" this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees Rnd f'udiciary' 5
conunlssions 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 and llnpairi at tirne of
death; tnxes accrued chargeable for perioa prior to decedent' 5 death (except those allowed under Section
fl!n of the Inheritance and Estate Tax Act): together with it statement of collateral pledgerl for obliga-
tions, if any. It 1s agreed that the fiduciary will present proof of saId claimed obligations upon re-
quest, that if the amount actllall~' paid in settlement of nny fee, commission or debt is less than the
estimated amount c) niming and allowed, that the same will be reported to the Register at" Wills, and that
the amount of tftX assessert CRn be reassessed In accordance therewi tho
That thp. totftl!'> of t.he Rppropriate columns in Schel1111es "A", "B", "e", "E", and "F" as directed Ulereln,
have hppn carrif'cI forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
................~~ day of . \Sh.~~.191~
...........~J\~c:...U:l .~. . ~..
~lIII~cr .... :"" ~- tell:;..
Y.'! ..Ct.,,~t.f)(' '."rp, ft'''. ",
"efl CalITlb4-oian';, ":' .wr>'O. ...J'~ >>we'"
............@Jt~M~...................._..
.....Char.1es....H.....Stone.........................................................._..
(Street Number)
310 Bridge Street
........ Ne(Eli~nWlR~t}fh;Jt\Sta.1J97 0............
SOTE: Bf> fore sign i ng affi dav it make sure fill hI fl.nk spaces in tne a ffidav i t 8nli schetlul es annexed are
filled in ...lth detnils or the word "None", ann in case the asset.s include rltre ann unllsteli securities,
securities of close or family corporations or an interest in any co-partnership or bUSiness, that the
data and stl\tement.s required llnner the {lnrus;raph auove relating to Scherll1lf' "ll" are attachen. Also make
certnin that column #1 in the "SuTmlary" has been properly completed as Ilbove-dlrected.
.- -..- ....
-~
RC C.~4 (4073) .
CO/.\M6NWE"'LTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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 common with another or other, should be identified
as to quantum of interest and the estimated value should be that af the decedent's interest only. (Property
held as joint tenants with right of surviarship ar tenancy by entireties should be reported on Schedule "E.")
The real property loeah,d In the Commonwealth of Pennlylvanla Ihould be
described by lot and block number, .treet and Itreet number, together wi th
a general description of the property, with a reference to the record of the
conveyonce by which the decedent took title; If a farm .tat. number of a.
crel: 0110 .totement of mortgage encumbrance. upon each poreel at death
of decedent. Taxes, allelsments, accrued Int.r..t on mortgage., etc.,are
to be lI.ted on Schedule II Fit and mUlt not be deducted from this .chedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
OEATH
Land and buildings situate at 2nd and Water Sts.,
New Cumberland, Cumberland County, Penna. 17070,
being the remainder of the premises more fully
described in Deed Book J, Vol. 20, Page 904,
(Tracts 3, 5 & 6); value based on appraisa!.. of
L. G. Connor attached __
,4/,p
~ C?J0~:--"'-
0-
........./
3/\..(J/'l ~
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.
(2)
(31
DE: PA RTMENT
VALUATION
CAUTION
(00 nof write
In thr. space)
ESTIMATED
MARKET VALUE
.//
$125,000.00
/.
$125,000.00
il...S \ ODO:00
R;CC -35
. . '
COllliO~~EALTH OF PENNSYLVANIA
Tfu~~SFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
~,
f~'\
IXSTRUCTIONS: 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 with 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.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should. be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or ficiuciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
3/4 ""'17.900.00' /"
15/1 "--18.375.00,
"--240.00- /'
~
-.............6.890.00-
"'-106.00- /'
.,,-
I tern
Xo.
ITBI
List and describe fUlly
UNIT
VALLE
1. Miscellaneous furniture and household goods
2. 1970 Cadillac Deville Sedan; Penna. title in
A2l65378l
3. Installment sale contract with Douglas J. Stauffe
of 114 Yellow Breeches Drive. Camp Hill. Penna.,
dated April 15. 1975. for property known as 408
Second St.. New Cumberland. Cumberland County, Pa.
(See Deed Book J Vol. .? <5 . Page C)O L{ )':i'""d Y
Initial payment was $3,000.00 on April 15, 1975.
Monthly payments are $258.04, interest rate is
8% per annum, unpaid principal balance at date
of death was
4.
Dauphin Deposit Bank and Trust Company, Market
Street. Harrisburg, Penna.. Checking Account
082-128413. date of death balance
5. Stocks and Bonds:
a
/
400 Shares American Tobacco Co., common stock,
(Americ~n Brands)
,
/ .
400 Shares Atlant~c Richfield Co.. common stock
i44
l5
b
c
Dividend Accrued. Atlantic Richfield Co.
/'
530 shares CCNB Corporation. common stock
./
3
d
e
Dividend accrued. CCNB Corporation
/
200 Shares Chessie Systems. Inc. common stock
./
4-16 Shares Chrysler Corp.. common stock
1 3/16
f
o 9/16
g
h
Dividend accrued Chrysler Corporation
/'
l600/Shares Commonwealth National Bank, common
st6ck
2 1/2
i
j
300 Shares Culbro Corp., common stock
B 1/2
k
Dividend accrued. Culbro Corp.
/
10 Shares Dauphin Deposit Bank & Trust Co..
common stock
2~hares F. W. Woolworth Co.. common stock
(Continued on page 2)
B 3/8
1
1 1/2
m
I nser t thIs to tal oppos i te "Personal Proller t,y", Scherlule "H" in X X
the "As Heported" colunm on the last page of' this return.
ESTHL~TED
MARKEr V AWE
DEPARTlIE~'T VALUATION
(00 not wrl te in
this space)
"'-
~
.~
950.00
,
22.602.47
""
/
4.277 .2)/
\..... 6 .1l2. 50'
"-. -
4.654.00
/
"'-104.00
/'
"-
52.000.00
"-. 5.550.00/
~105.00 /
~ /'
25.515.00
/
" .
3.675.00
"
SCHEDULE B - Page 2
ITEH ITEM Unit Estimated Department Valuation
No. Value Hkt. Value
400 / Electric Co. , stock 47 18,800.00'
n Sha;:es General common
0 2 CJlfSh., re s Gulf Oil Corporation, common stock 25 3/16 5,037.50'
p Dividend Accrued Gulf Oil Corporation
q~5 Shares Harsco Corporation, common stock
r 20 Shares Hershey Foods Company, common
stock ,/
s
Dividend Accrued Hershey Foods Co.
200 Share,s~rnational Harvester Co.,
conrrnon stock
10 Shares Hiddle Stat~il.corp. no value
//
50 Shares Nabisco, co~on stock
15 Les Nu-Box Corp.-no value
lt~ares Penna. Power & Light Co.,
common stock
t
u
v
w
x
y 109 Shares Pennwalt Co. (Pennwalt Chemicals
Corp.) common stock
/~100 Sh~res Phila. Electric Co., common stock
. /
aa 4~0 Shares R. J. Reynolds Tobacco Co.
common stock (Reynolds Industries)
./ .
bb 204 Shares Rad~o Corporation of America,
comrne;n stock
/'
./
cc 41 Shares Saxon Hotor Car Corp., no value
dd 200/ShaLars Roebuck & Company,
common stock
TOTAL
./
-- 95.00/
21 3/8
1/
427.50/
6.00/
,/
26 3/8 '5,275.00/
-0- /
\ /""
47 3/4 '2,387.50/
/'
-0-
/
$ 262,498.70
'2-C::. L- ~i( '3.70
)
'~CC-1S "
['UllllO\NEA LTII L1F \'E\\'~YLr,\\' 1,\
rf{A\~FFlt 1\I11-:EIP\,('E T.-\\
f...
~~',Z:.,~
~. 'f.;~l "\
rJ .,:-t\!..tJ:t....
q'.......::~-~.~
....T'{].i(J"V{i:"
I1S~ IIlE\T IW('FIlI':H
SCHEDULE "C'!
TIl\\'~I'l':JL'
(1) Did (It-'cedt-'nt. I'lilltln two years ofdeuth, nlltkp iltlY tl'lUlsr~r'of nil)' m;tterial Jllirt of hi... P.st.Htt~. without
rpce t vI Tl.C; rt \"llllIahl e and ndequtt te eons j dt-"rn t lon there f.,r? (Answf-!f' yes 0'. no) --.No
(~) Did ripced",,", wi lid" Iwo ye"" of riP"t". tr""sfer property from himsp, f' Lo himspH "nrl "fOOther or
otllPTS (ineludin,g; Ii spouse) in ,joint o\'l'rlershl11? (Ans.....er )'CS or 110) No
(:1) 11' the IUlS\H~r to (0 or (:.n ahove is in the Itl'flrmat.ive state:
(a) A,<;p of (l('et"rlent at t ilTle of' transfer --No-
(h) ~tl1te of tJec(>dent',s h.~alth Il.t time of milking the transfer. (Xote 1).
(c) CUUSf' of ch~cpdf1'lltl s death. (Note 1).
(.a) Did rlecedent, In hi;.; liflO'timf', rnR.ke llny transfer of prop~rlY without receivin,Q; a Yf.llwtlJle or Ildelltlute
consideration therefor which was to tltk~ eff'ect in possession or en.loymer.t Ilt or hfte,' his df'uth?
(Answer yes or no) Nn
(u) WHS thf're any possibility that the property transferre(t might return t.o tran'irerer or his
p.stlltf~ or hf~ slIb.lf"ct to his powtlr or disposition? (Answer yes or no)
(b) What \'iIlS the t.ransferee's age ut time or decedent's death? '
(5) Did decedent In his lifetime make Ilny trllnsfer without receiving u vlllullb]pllndadellllllte consideration
therefor Imder wldch trunst'f~ror expresslJ-' or impliedly reserves for his life or any Il(~riod which does
not in filet end IJerore his cleuth:
(a) Till' po~sessiun or er!,Joyment or or the right to income from tilt, property tl'llusferred?
(Ans.....er yes or no) -Nn
(b) The ri:::;ht to desIgnate the persons 1'1110 shall possess cr en.1oy the property transferred or
illCOmp. t.hp.rt~frolll? (Answer yes or nO)-NO-
(fn If the UnSIH"r to (5) (h) ahove is 1n the affirmative, st.llte whether the right was reserypn 1n decedent
alone fIr others
(7) Did decedent in his I ifetime make a transfer. the consirterlltion for which I'IIlS trnnsferee's promise to
plly income to or l'or th.~ henert t of' care of transferor? (Answer yes or no) -No
(H) Did rlecp.tlput., at allY time, trallsf",:, propertj', t.he henef'tciaJ en.1oYlllellt of wtlieh was suhJect to change,
because of' it reserved power to al ter, amf?flll, or revoke, or whicb COllI II revert to decelient tillIteI' terms
of trlUlst'er or b,y OIH!rntioll of Ill""'? (,\llSWf;>r yes or no) -1Jn
(9) If the ansl'ler to (H) abOVf~ L~ tn the affirm/ltive, was the power to ltiter, ltnlellll, or revoke the inter-
...:~t of tllp berlf~nciarj' l'eserYf'd in the decedent alone or t1w decerlent Ilnd otlwrs?
(Ans.....er yes or no) ---.No
~on.: 1: TI.e answers to these flllesttons should he slIPporterl hy affil!avit hy tile IltU~llding physician as
well us II copy of the death certl ficate.
:\OTE:!: If ltnswer to any of the ahove lJuestions is P~s. set forth helow H description of the propp-rty
transferr~.I. it's f:l.ir market vallie lit date of Ileath, dates of trullsfers unft to ....hol1t transferred, with
relat.ionship of trllnsferees to decedent. if flny. Sllbmlt cop.)' of Imy trust t1"?flil or instrument, it. trans-
fers Hrf-:! claiml'd to be non-tltxflble, also suhmit detai1pl1 slntemellt of" ['acts on widell SHin clatm is hased.
:\OTI.<::J: List appl tcnhle property helov. in manner in which provirlp..i in Schedules ,\. B. or E.
ITEll
IllHKET V,U.UE
(Estimatect)
lJESCHII'TION
rmPT. VALUAT~O~
(Df'pt. Only)
NONE
N-~
Insert this toUd oppnsite "Transfers", Schedule "e" in the
"As Heportpd" ef)lllmn on the last page of this return.
RCC-37 H2-63)
'. .
\'O~I~lll:\'\\'E.\LTII OF I'E:\':\'SYYLA:\'IA
THANSFER INlIEHITA:\'CE TAX
HESIlJENT DECEUENT
SCHEDULE "D"
BE:\EFICIARIES
BENEFICIARIES AND ADDRESSES HELA TIONSHIP SURVIVED
(Ie step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFlCIAHY
avl" an interest. vested, contingent or other arc involved. set STATE YES IN ESTATE
wise, in estate) forth this fact.) OH NO BIRTH
F.mil v n c... Wi fp VP~ 1.po" 1 Ben"~f tangible
'ilQ Warren Street nersonal oronertv and
Lemoyne, Penna. 17043 $25,000.00
Charles H. Stone Sane Yes Legal Res idue
310 Bridoe Street
New Cumberland Penna. 17070
\
h
Ileronent rurther says that all the above-named benertciartes are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
::; -:
(;jlJl;'
~-<
~ -: r::
'2 ~ E
'E ~~
"'00.0
< E ~v
~8=c,
o "
---
::I '" ""
" " 0
~ E go
!:l 0::
Heal Property..........
Personal Property ..
Transfers .................
Jointly.. Owner..Prop"rty.......
SUMMARY
.............. ....(Sch. "A")
...(Sch. "n")
..... (Sch. "C")
.....(Sch..."E'.'
Gross Taxable Estate
f- ;'"0
Z "
~ W ,~
oj ." ,
" .... '" -
;.. '" <(
W '" i!l
<J1 'Q tlJ:
- <(
-<: ,"'
c::: t<. <lJ. :>,' .g a:
:l.. ,"' 0' ; ...
:l.. C 0 s: ..
!:! !:! .... <lJ' "tl ..':: <(
-<: w '" ....' '" ;.,
r: w r: f- '" S Q
... '+-4: .....
0 ~ - "" c:; " 0: ... " Z
z b c <lJ. "" -0::
<J1 ., '<:' .0
t<. W <lJ: 00 !i ~ i-
~
0 ....., ". a:
...' 0 u
" c::: m: ... 0
.~ W '<:' 0 ...
U: '" 0- ~
'" f: ~ I a:
.c 0
'2 -<: 'C ~.
] ....
:.. ..~ J u u
...
(1)
(As Reported)
$ ..125,000.00
S ...2.~2,4~8.70 . .
$. ..........
S 640.72
$...
$....38.~>l}9,A2...
'.
( ~)
(As Ikto'rlllilJed)
S
$
S
$
$..
$.
Rf'C-38
CO~I\IONWE'\\.TH OF I'ENNSYL VANIA
TRAI'\SFER INIIERITANCE TAX
RESIDEI'\T DECEDENT
SCHEDULE "E"
JOI:-.lTLY OW:-.IED PROPERTY
~
I;,,\STRUCTIOi'iS: Tilts schedule must disclose fill property, real ann personal, ownert by the decedent jointly
wi th another or others, tnclurUng intangibles, stnnding In the nnme of' the decedent all(l others. List
rt>al f'state first. /lS f'lIttreties, or joint tenants, giving brief riescrlptJon, as indlcltted tUlrier Schedule
"A". pIlls the rlnt.€' nnri plnce of' record of Instrument effecting vestJturp" but rlo not Include entireties
or out of stat{~ rClll estate v/llne in estate vnluution column. Personal property should be listed as in
Schedule "0", plus date of Requisition, Imd the nlime, address and relationship (if any) of co-o....ners to
the decerlent.
Description of Propertj-', Date of Acquisl lion, Ntur:e
Address and Helationship of Co-Owners, nnrl Place
of Hecnrd of InstrlUnent. where Real Estate.
66 <y (X) ex y y,^ ex 0.
'<>( XX (X) 0( ",,? 0< Xl:<s< YX :s.:'S( '<'< 6<:
~>> N XX ~:x o.::x y 50 ;y "x
vnit
Value
pe rcen tage
Share
Estate
Valuation
6<
6<
"x
N
CCNB Bank, N. A., 331 Bridge Street, New
Cumberland, Penna., 17070, checking account
#869-896-1 in joint names of Charles G. Sto e
or Emily D. Stone made joint December 24,
1963 - Date of death balance $1,281.45
>;;
;>::
DEPARTMENT VAJ.UATION
CAUTION-Do not Write
In This Space.
Value of' Value of
r..TI tl re Deceden t' s
Propert,y Interest
50%
" ,,,e-----
$640.72
TOTAL
640.72
Insert this tl'Jtal opposite ",Jointly Owned Property", Schedule "E"
in the ItAs Helortcd" co I UP.lIl on the lust page of this return.
to li 0 ."1"""2-
fcc-3i 1~77)
County, Humber and Hame
File Number 21-78-174
Date of Death M:::'T""h ?R
File Date
Estate Hame S t'nnp
(LAST NAME)
, qn
r.h~rl pq
(FIRST NAMEl
SUMMARY
(;
(lNITIALI
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritonce Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the real and personal property 05 reported in the foregoing return at
the values set forth opposite each item in the la5t column to the right in Schedules flAil, fiB", "CIt, and HE".
Dated:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is let forth in the last column to the right in Schedule flF", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Joint-Held Property (Schedule E)
Tran$fers (ScheduleC)
TOTAL GROSS ASSETS
Less Debts and Deductions
VALUE AS REPORTED
$ 125,000 00
640 72
388 1 42
69 166 80
(SCHEDULE F)
CLEAR VALUE OF ESTATE
318,972 62
Valuation of life estates or
PRINCIPLE
~
onnultles....................._ $
t=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
T ox on $
Tax on S
Tax on S
Tax on $
Exemptions
Total Estate
CODE
2%
6%
S%
10%
lS%
.
TOTAL TAX
Less tax previously paid
BA LANCE
Less 5% of tax if paid within
3 month s after death
$
$
1=
$
BALANCE OF INHERITANCE TAX DUE
Add Interest at rote of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
$
$
,=
BALANCE DUE
Add interest at rote of 6% from
to
RECilSTER OF WILLS
VALUE AS APPRAISED
$
CODE VALUE AS REAPPRAISED
004+-
10+
0+
30+
CODE
00+
0+
40.
FACTOR
VALUE
~
r
1=
COMPUTATION OF TAX
$
$
$
$
$
$
("') As evidenced by Charitable
Exemption Certificates Issued
by the Secretary of Revenue.
$
s
s
$
TOT AL TAX BALANCE $
PAID $
Supplemental Codes: (FOR USE IN HARRISBURG ONL Y)
48-Adju.tment
49+Adju.tment
56-Annuity
6O-Lile E.tate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Successi ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
HOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason
same should be noted below, with short explanation. '
..... ..J
Z " <:
~ tlJ ~ ;:!l
.
'" ::< . <:
" ~
:>< tlJ u :.:
;:!l ~ c..
Q OJ
<: " c..
:.: " <:
c.. L;.. '" ~ '" c
c.. 0 :z " z
<: 0 OJ >
=: :: tlJ H ....l ;;, <:
~ tlJ 1= ..... Ul '" .....
<5 ... c:
~ f= '" <: 0 c: :.:
z 0 ..... " " 0
L;.. '" ..c c.. c..
0 tlJ ::l ~ tlJ
r"? 0 0 :.:
.....
~ " ..c
.S 0 -
;;' ..... '" "
..... "
~ ~ :<
- <: 0
'" ::< ~ c:
c: 0 >. ~
-
='E! " c:
- " E
._'" " 0 0
~<: ..J U U
)
~-
~
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPL Y Pl.EASE
REFER TO
REV.518 (8.7~)
Inheritance Tax Divisiof'l
NOTICE OF FILING OF APPRAISEMENT
Charles H. Stone
310 Bridge St.
llQ-,r C"T1b('rJ ::Inn VA -
(Executor or Adminis;rator)
In Re: Estate of
C'r ::1.,..1 P Q r" ----S.-ton p
C:llmhp.:T'1 and
County - File No. 21-78-0174
Dear
You are hereby notified that the Original
appraisement in the estate of Charles G. Stone
has been filed in the office of the Register of Wills of C"mh,......J ,,,,,1
County on 'I P.pril ,19.2.9-, Said appraisement reflects the following
valuations:
Real Estate
Personal Prnperty
Transfers
Jointly Owned
Total
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 dote of death,
interest at the rote of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided oy Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. ~373. \C r, . . 1-
~c.~ \. \._,~I.- (" '-~ A ~
Date -4~1 1979 Signed 0 ,-)
Title Administrative Officer
Nate: This is not a bill.
RG\t~57 (8-78)
DEPART~lENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE'IO.
lJ. ^r.,.,.;l lQ7Q
('l1mhpl"'l t=ln~
21-78-0174
Whereas, rht=ll"'l PS r, ~"tnnf" late of Lp..movnp..
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 28th day of 11arch 19 ~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, t ~ p F'u 1 p; i R ' t' , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In posseSSion or enjoyment to collateral heirs of the decedent after the expiration
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taKes at the lawful collateral
rate on any such future Interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
.
, ~. , ~ c """ ""
p " " p~ non ""0 .,,,
".,.,~n~fp",,~ H^"p
L' ~, , n, ~ 640 72
'1',,+, , ,~oo , ~n ,,~
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this l1+h day of An,..';,>' r-.." ...-' 19 li-.
- ( r ,,^,-",,"-.J'
~-'
Appraiser
(Number and Street)
Harrisburf<
. Penna.
(Post Office)
""
C'--:
11 '"
~
>, f- ~
~ z w
., w rl: ::::>
::l "
8 ::;; '" oj N: .....: Z
w Cl N C ..: w
'" 01 ~ 0; > ~
<( iJ '""! <: w ~ f,3
a: l: a: .,
0- .<l ~: 11' '" ~
~~ 0- '" ~ u. ~ "0'
<( '" u
0 :> '" ~
<i' 8 ",' e '" o~
{'..z X 0 oiij
""' '(; ..'S " I- ~
-l: <( 0 :> <::: ",0 0. 5.
....... .... f- . "" <..; Z 0. ..<::
'" ~ '" ~ 0 ",' w <J; 0. <J; "
I rx: w ~ ~ CQ '" <J;
'"" <.l <1l .:3 " g ,'" ::l ::;: "0 g "0
t-, Z ;;; cD <1 <'! "0 I- ~ .,
0: <( kl ~ :;; ., ::l <1l
~ >.. " a: <1l <l::
f- .., Cl N: ~ ~ 0 11
t'- a '" <! 11 ""
I '< a: r;. E< "5 U"): 06. ""' 0- "ci" <1l ~ :;;
w "' <U ., 0-1; '" 0 w .,
.4 '" ~ oE '" ~
- J: <1l n:: 2:
'"" <l> ~ Cl 2 ~
"< Z '"' Cl oS ., 0;;; <1l
'" ::l " ~ :s: <J;
f- ""' .~ 11 0 <l>
Z 0 ~ ~ n::
w J'J 0. ~
C 0. ~ k:
Cii c3 <J;
w
a:
;.
. ,