HomeMy WebLinkAbout04-10-78
RC C-2 (2-U>>
b&PARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE June 22, 1978
FILE NO.
Cwnb eIll.a.nd
21-78-0178
COUNTY
Whereas, Kathltlln E. K/UJrJ late of Camp Hill
in the County of Cumbelll.a.nd Commonwealth of Pennsylvania, having died on
the 24th day of Ja.nuaJl.1I 19~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, IIUt K. Ge./Um . 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 collatera) heirs of the decedent after
the expIration of any eatate for 11fe or for years, the Commonwealth hereby expressly reserves the right to appraise and &MeSS transfer
inherItance taxes at the lawful collateral rate on any such future Interest.
.
Unll AIlPr.IHm.nt
Oucrllltlon of Auet V.lu. M.de for Inherit.ne.
Tax PurDO'"
Real PJr.O~"."" $ None
~. .. ~9 . 713 45
7" :~.. H..R.d 962 99
TIUVl6I.M1> None
-
TOTAL ASSETS ~~ 1~,l; 44
-.
Having been duly sworn according to law, I do hereby certif that the above appraisement is made in con-
formity with law on this 22nd day of 191L.
Appn.iMr
(If'Itpb<< aad Str.et)
HaJrJr.,U, DWl.il
.PM .....,
, Penna.
*
ItCC-I. C"7I1
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG'
17127
IN YOUR REPLY PLEASE
REP'ER TO
Inheritance Tax Divilion
NOTICE OF FILING or APPRAISEMENT
AItnotd C. Kapp
WI. FactolUj St.
Mechan.i.c.6 bUllA . Pa.. 17055
(Executor 0' Administrator)
hi He: E...te of
KatM.l(n E. Kapp
Cwnbellland County - File No. 21-78-0178
Dear MIL. Kapp,
You are hereby notified that the OJUahull
appraisement in the estate of Ka:thJr,(Jn E. Ka.pp
has been filed in the office of the Register of Wills of Cumbellland
County on June 22. , 191L-, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
32.773.45
None
962.99
$ 33.736.44
As to such tax that is paid within three months from dote 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 rote of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
six.,. 4ays after receipt of said noiice os provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485.1001, P. L. 373.
Date June 22, 1978 Signed ~ lJ< X. )J~~
I~,
Title
CHIEF APPRAISER
Note: This is not a bill.
RCC;31l
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scheciule must disclose all property, real ana personal, ownerl by the rtecedent jointly
",ith another or others, including intangibles, standing in the name of the decedent and others. List
real "'state first, as entire-ties, or Joint tenants, giving brief description, as indicated lmder Schedule
"A", plus the date tind place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisl tion, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPARTlIENT VAUJATION
CAUTION-Do not Write
In This SDace.
~
rx C>)< )< XX 0< X>
<:x 0< <:x C><> <> )<
Checking account f454-776-6~n
CCNB Bank, N.A. in the names of
decedent and her sons, George E. KapI
and Arnold C. Kapp
<>
~
XX
Value of
Entire
Property
Value of
Decedent's
Interest
C>
<X
1/3
~~ ~ .9t
796.32
~/ff,
$ !
IV
962.99
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
?h 2.99
.
*
. "~
- -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
RC C~43 (4.69)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
~J-71'- ti11!
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION Cc:lZl Bank. :f.A.
ADDRESS 331 Bridge Street, New Cumberl&nd, FA 17070
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT Checkinr Account 114~4-776-f
NAMES ON ACCOUNT
OR INVESTMENT I:athr:rn I:. Y.:app, George Eo ':!I.pp with
Arnold C. jellpp
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR 7.athryn 1;. ::aH'
ADDRESS
AND COUNTY R. D. 112, New CUlIlber1and. PA 17070
County - C\II!Iber1and
DATE OF DEATH Januaq 24. 1978
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR George E. rApp
ArnoH C. Y"..app
ADDRESS
Unknown
RELATIONSHIP TO DECEDENT
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED December,
BALANCE, INCLUDING INTEREST
DUE,ATDATE OF DEATH $
or' ___ .-A--C1-I.-.....J
1965
'2'3~
~
Signature
August 8,
Vice President
Operations
TITLE
19711
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SUMMARY
Real Property ...........................(Sch. "A")
Personal Property... ................... ...................................(Sch. "B")
Transfers ................................................ ................................. (Sch. "C")
.......................................................................
Gross Taxable Estate.
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(1 )
(As Reported)
$
$.........
$.
$..
$..
$..
(2)
(As Determined)
$
$..
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9
$
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" ,
RCC-37 (12-63)
COMMONWEAl.TH OF pENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
*,.
_.
I ~
BEI\EFICIARIES
,
h
RELATIONSHIP I
BENEFICIARIES AND ADDRESSES (If step,children or SURVIVED DATE INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY
aye an interest, vested. contingent or other are involved. set I STATE YES HIRTH IN ESTATE
wise in estate) forth this fact.) OR NO
Georqe E. Kapp Son Yes One-sixth
307 South York Street
Mechanicsburg, Pa.
Sara K. Noss Daughter Yes One-sixth
R. D. liS
Mechanicsburg, Pa.
.-
Aaron C. Kapp Son Yes One-sixth
11 North Factory St. I
Mechanicsburq. Pa. I I
--- ...-
,
Glenn S. Kapp Son I Yes One-sixth
u_
852 Louise Court I u_
Enola, Pa. !
-----~-
-----
Arnold C. Kapp Son I Yes One-sixth
,
R. D. 12 I
New Cumberland. Pa. .
Anna K. Blust Daughter Yes One-sixth
Mounted Route
Enola, Pa.
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
...-
'.
RCC~ 36
COMMONWEALTH OF PENNSYLVANIA
TRANSr~R INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
'*
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transf'er of any material part~.Dt his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) ~O
(2) Did decedent, within two years of death, transfer property from hi~elf to himself and another or
others (including a spouse) 1n joint ownership? (Answer yes or no) ~O
(3) If the answer to (1) or (2) above is 1n the affirmative state:
(a) Age of decedent at time of transfer
(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, 1n 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)
(b) What was the transferee's age at time of decedent's death?
OS) Did decedent 1n his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his li~e 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
(7) Did decedent in his lifetime make a trans~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) Nn
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al ter, amend, or revoke, or which cOHld revert to decedent under 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 &s
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set f'orth 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' f'acts 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
lIAllKET VALUE
(Es tlma tel!)
DEPT. VALUATION
(Dept. Only)
NONE
None.
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
RCC -35
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: Thlo Schedule must dieclose 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 other.
must be I1sted under Schedule wE-. Intangible personal property, tItled in the n... ot the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tent..
tive trust accounts, must be listed, despite the fact that they are not of the ad.1nlstered estat~
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, mortg&ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or riduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agree.ent or another, even though
located outside of the State, at the time or death, should be listed in this schedule.
I tell. ITE3I UlIIT ESTIIlATEIl DEPARTIlIlIl'I' VALUATION
No. Li..t and describe fully VALUE IWlKEr VALlIE (110 not write in
this space)
State Capital Savings and Loan Asso.
in the names of Arnold C. Kapp,
Trustee for Kathryn E. Kapp:
Account '001-00-7793 / V
1. 25,954.22 v V 25,954.22
accrued interest 87.19 " 87.19
2. Account '02-00-03018~ 6,709.50 .. V 6,709.50
1/
accrued interest 22.54 v 22.54
Insert this total opposite .Personal Property., Schedule wB- in X X 32,773.45 32,773.45
the WAs Reported" collllln on the last page of this return.
RCC..U (4-78)
COMMoNwEALTH 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 common 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 surviarship or tenancy by entireties should be reported on Schedule "E. ")
The r.al property located 'n the Commonwealth of Pennlylvanla should be (1) (2) /31
de.crlbed by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUA TION
conveyance by which the decedent took title; If a form .tate number of a. FOR YEAR OP ESTlMA TED CAUTION
cres; allo .tatement of mortgage encumbrance. upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxe., a.....menta, accrued Intere.t on mortgage., etc., are DUTN In thl. .pace)
to be lI.ted on Schedule IIFIt and must not be deducted from thl. .ched",le.
NONE None
Insert this total apposite "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 se-cu'rities of close or family corporations, the values reported. are as far as
possible substantiate~ by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also set"S 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 ltusiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe 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 submi tted. 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 Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transf'ers of property, 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 val~e of such property, to whom transferred, the
relationship ?f the transferees to the decedent, the <proportionate share ~eceived. by_ each transferee 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 co~y
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 passes at decedent's death by
virtue of the exercise by decedent, either individually, or.jointly with another, or any p.ower of appoint-
ment vested in ciecedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names~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
decedenes death of all minors, a~nuitants and beneficiaries for life .under rlecedent'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 Scj-Jedule 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 yestiture 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 Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deduction~ 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 fUdiciary'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 and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inhe'ritance 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 reassessed in accordance therewith.
.
That the totals of the appropriate colunms in Schedules "A", "a", "en, "En,1 and "Fn as directed therein,
have been carried forward and pr?perly registered in the Summary.
Subscribed 'and sworn to before me this .................................
.. '/~-r..11J /' /' . ..
..t':::~~..;,~~~..,;.;.;)(~Y'Of ....~...APr~l............ ........19..].8....
~. .........". '- ' - , .
...........:."~~p...... - ...:.~;_.r;;::..........~.:::~:~: ~ -k....................................--.. ...-- -.- .............-...........,..........
.. .. : g" JAMES K;ARNOLD, NDTAR' PUBLIC
~""" CAMP Hii:i:'IlORP, CUMBERLAND COUNTY
,~f\/."'C,MY,~MM@S!ON EXPIRES DEC. 19, 1978
</,.... ~i.:,MemM(oP.nnsylvanl.Associ'tionofNot.rl..
NOTE: ~B.e(ore~:sJ~nlhg a:ffidavit make sure all blank spaces in the affidavit and schedules annexed are
filled 'i~'..~with details or the word "None", and in case the assets include rare ~nd nnlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
-}
ti~~#...."..
..R.......D.....:...#.2............................................................................-...."..
(StTeet Numbl!1')
...... ...NO?wG.Wl\l;>.g;r.lgnd,,,l'Al.7.0.7.0..........
(City Q7' Town and State)
. .. ~cc-;;aa (4-781
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Sa. 0 ''*-
APR 1 0 1978
COUNTY OF CUMBERLAND
RESIDENT DECEDENT
IMPORTANT,
This return must be completed in detail and filed in duplicate, with all attached, with the Reaister of Wins of the
County where decedent residedj Return is due within nine months after date of death. unless an extension is granted
by the Secretary of Ret:enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Lote of
Cumberland
Pennsylvania
} AFFIDAVIT OF
t!lffletl'!'6R
C A~mT~R
ounty
Trustee
IN THE MATTER OF THE ESTATE OF
KATHRYN E. KAPP
<STATE FUL.L NAME OF DECEDENTl
County of
Cumberland
J ."
Arnold C. Kapp, Trustee
n....VN.
Stat. of
~~\t-YcXr
of the e.ta'e of the abov.~nomed decedent being duly .worn, depo.. S
and ea)8
Decedent died
January
24,
(DAY)
. 1978 '."0'. leovlnljJ 0 101' will, n _! L. L .
(YEARl
II ~ J..}
(MONTH)
Nom. and odd..... of attorney or }
other outt.orlz.d repr...n.a'lve to whom
all cor...a.pondence .hould be mClil.d.
James K. Arnold, Esq., Arnold, Slike & Bayley
2109 Market Street, Camp Hill, Pa. 17011
That as such trustee deponent is familiar with the affairs of said estate and the property constituting
(EXECUTO R-AOMINtSTRA TOR)
the as sets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S.ol.FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception. of the following, for the reasons hereinafter set forth:
of this return,
.
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, 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 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 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 d,e-_
,
cedent; all obligations, whether by statute or agreement they 8re designated as tax free, of tire United States-; .-
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time 6f aeath;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, .hors-e~, carriage~;
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, .leT! "'by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by dede.denl and of all
claims due and owing decedent at the time of death, and all promissory notes or other instrum"eltt.&i; writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest th~~~on, 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 secw-:ties owned by the decedent at the time of death, with the.market value there.
of at such time.
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