HomeMy WebLinkAbout04-23-78
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Form RC c'"':i.o ~ I - '1 8"- /9<3... DECUCTlONS ALLOWED IN
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OFFICE OF THE STATEMENT OF DEBTS THE SUM OF . ~..
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REGISTER 01'" WILLS I a;.,;P~:E:~ ~rW'~~,?f
Cumberland AND DEDUCTIONS
or cou NTY
ANO AGENT OF THE COMMONWEALTH
1~J.-l_1 ~"'^" 2/. IQ']fI .
Regllter 0' Willi, Agllnt 4JfJ~~
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Esther N. Westhafer / New Cumberland Borough I \j
ESTATE OF L.ATE OF
DATE OF FILING APPR^lSEMENT n MI?....., ,)~ }'t') ~ I
DATI!i: OF n~TH March 23, 1978
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DATE NO. OF NAMIi OF PAYEE REMARKS I AMOUNT
VOUCHlilll:
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Jesse Stone Funeral bill I Is 1 581 00
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Bell Telephone Co. :Jliephone bill I 7 In
I 1,0 l~"
P. P. & L. Electric bill I
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Familv Phvsicians Medical e I ~n Inn
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Holy Spirit Hospital Hospital bill I 10 20
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Sico . Fuel Oil ! 70 IQ,
Sico Fuel Oil ! ", I,Q
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Bell Telephone Co. Telephone Bill I 7 I, Q
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, '2 20
New Cumberland Borough Sewer & Trash
Bell Telephone Co. Telephone bill I 7 22
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P. P. & L. Electric Bill I 38 76
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Lester Connor Appraisal I 85 00
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Edith Seipe School taxes for 1978 I 338 97
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Walter Baillets Fairview '1't.m. taxes for! 1978 '" 1,,,
Bell Telephone Co. Telephone Bill I 7 87
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River ton Consolidated Water Co. Water bill , 1 37
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Riverton Consolidated Water Co. Water Bill (Final) I 92
P. P. & L. Electric Bill I Q IQ5
Ins. Co. of North America House insurance I 88 00
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Stone, Sajer & Stewart Legal advertising I 39 63
New Cumberland Borough Sewer & Trash I 31 00
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Abstract Land Associates Settlement I of hous 2 112 81
costs on sale
Register of Wills Probate and Letters I 22 00
Register of Wills Filing fees I 9 00
Stone, Sajer & Stewart Attornev's fees I' 1 878 00
Jane L. Reese Executrix's commission I 939 00
OF
Cumberland
STATEMENT OF DEBTS
AND DEDUCTIONS
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OETeTlONS
OF .,........
ALLOWED IN
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F,j1n RC C -10
s
OFFICE OF THE
REGISTER OF WILL6
THE SUM
fi'if'" ~ ~tl
$...._.........,..O...C........~__..
~~.IQ~f
COUNTY
Q,")Q,n,
Regllter of Willi, Agent
AND AGENT OF THE COMMONWEALTH
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Esther N. Westhafer New Cumberland Borough ,
ESTATE OF LATE OF I
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OATE OF FILING APPRAISEMENT OATS 0" DEATH March 23, 19:78
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DATE NO. OF NA.MIL OF PAYEE REMARKS I AMOUNT
VO UCH~1II
E. Lorraine Gross Executrix's commission I 939 00
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Frances Y. Gabel Notary Fees I 10 00
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Reserved for closing estate I 50 00
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TOTAL DEBTS AND DEDUCTIONS $8,484 20
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COMMONWEALTH OF PENNSYLVANIA }.., I
COUNTY OF Cmnberland I
I. .JANE L. REESE and E. LORRAINE GROSS HERESY CERTIFY, THAT. TO THE 8EaT OF'
MY KNOWLEDGE AND _BELIEF, THE FOREGOING IS A JUST AND TRU E STATEMENT I
OF DESTB. FUNERAL EXPENSES AND EXPENsm OP'
..... .. "T.>-' E Westhafer I
ADMINISTRATION SUBMITTED TO THE EST"'TE OF' R thpr N. DECEASED. All DEDUCTIONS FOR
-h ..,~ p.-." ..... ~~
INHERI'fANCE TAX PURPOSEB.\ ~
../ <,,-'.r ~ ~
. ~ ~ ~ -; CL. S.)
.~ - . . ~ . ,::J \.1 ~ ~-1v
8WORN~ SUBSCRIBED BEF:ORE ME THIS - AV Of'
. .. ft'-", -" ..~ (L.s. )
- ,.
,)".",;f.\'\. :.A-"'I:F~_... 1... . < ...-v<~/~
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.. FRtUCE'" ~~:" P bfi .. I
't. ~ t . .~):.i',._ ~ ", l..ohry U Ie ,
Mv. .(.o:nmiJ-~km h', . December 13, 1981: I
Now Cumbcrlimd,. PA Cumhmland County I
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~ec.33 (41711
COMMONWEAL TH OF PENNSyLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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A (~Y)~~ /9J.
I. fEB 05J9r
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RESIDENT DECEDENT
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COUNTY OF CFberland
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IMPORT ANT,
This retur~ must be completed in detail and filed in duplicate, wIth all attached, with the RJgister of Wills of the
County where decedent resided; RetLirn is due within nine months after date of death, unlesk an extension is granted
by the SeJretary or Re'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) i .
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Late of
Cumbe):land
} AFFIDAVIT OF
EXECUTOR S
~1ll\x5l11
IN THE MATTER OF THE ESTATE OF
Esther N. Westhafer
(STATE FULL,NAME OF DECEDENT)
County
State of
Pennsylvania
Cumberland
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County of
(MONTH)
(DAY)
19~J testate leaving 0
(YEARll...XiI~e
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j Executor
and soy I
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last will, copy of which .is hereto attached..
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Jane L:. Reese and E. Lorraine Gross
X__OIlX
of t~e estate of the above-named decedent being duly sworn, depose
Decedent died
March
23
Nameandaddressofattorneyor } Charles H. ~tone, Esq. I
other authorized representative to whom I
all correspondence should be mailed. 310 Bridge St., New Cmnberland, Pa.
That as such Executrices deponent is familiar with the affairs of said estate aJ the property constItutIng
(EXECUTOR-ADMINISTRATOR) I
the assets thereof and t~eir fair market" value.
That at the time pf death there was no safe deposit box registered in decedent's indlvIdual name, or JOintly with, or
as agent or deputy of anpther, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
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NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
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IN WHICH DECEDENTIRENTEO A S,->.FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOL.DERS TO DECEDENT
That the con~ents of said safe deposit box or boxes are itemized under Schedules I
with the exception.clf the following, for the reasons hereinafter sel forth: I
That Scher/u/e A attached hereto and made part hereof sets forth fully and in detail aU the real property
in the Commonwealth of Pennsylv~nia of which decedent died having an interest therein. It lalso sets forth the
mortgage encumbral1ces upon each parcel of real property at the date of death, giving the amount still due at
death, name of morigagee, date, rate of interest, and book and page of record thereof. It al~o sets forth in the
columns provided t~erefore the assessed valuation of each of said parcels,. the estimated m~rket value thereof
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as of date of death of decedent. i
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That Scher/u/+ 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 ~ec~dent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in -banks 6r deposit, savings
banks, trust co~panies, or other institutions, whether individually, or in trust for any otherj person,: or pe.rsons
giving also separately the accrued interest thereon, if any, down to the last interest day pricrr todec'edent's
death in the case ~f savings banks, and to the date of decedent's death in all oth~r cas!;:s:;- all bOhds, postal
savings, treasury- tertificates or notes and other evidence' of indebtedness- of the Un'itedl'S'tates to tfie de-
.ced~ht; all Obli~ati~'ns, whethe.r b~ s~a,tu~e or agreement they ar'e designated as tax fre~,""ofl.~e United States,
or any state, or political subdivision thereof, or of any foreign country, which are owne.d-:.'at the time of death;
.all wea.ring apparel~ jewelry, silv_~rwar~, pictures, books, works of art, household furniturej,horse:s,~ca"rr'iages,
automobiles, boats,: and any and all other personal chattels of whatsoever, kind or naturel ~-Ieft by decedent,
together with the f~irly ;-estima ted market value thereof; all bonds and mortgages 'held' by decedent' '~nd' of all
claims due and oWing decedent at the time of death, and all promissory notes or other'insltruments in writing
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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 f~ir'market value be
less than the face value, it sets for1h hriefly the reasons for such depreciation as to eadh item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and en60wment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stbcks and. dividends
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due thereon and unpaid as of t.he dare of death. bonds and accrued interest thereon to theldate of decedent's
death and other investment sec..:uritit.:s owned hy the dece'dent.at the time of death, with the-~arket value there-
f h . , ,
o at sue tIme. I
of this return,
In the case of securities of close or ram1l y corporations, the values reported are as far as
possl1\lp substantiated by financial statements of the corporations, showing the assets anci liabilities
tht>renf Ii.S of' the ciate of' death. The scheciule also sets forth the interest of decedent at the time of
dl"fith tn /lny co-pflrtnership or business, and in support of the value of such interest there is annexed to
said sl'hl'liule, financial statements showing the assets and liabilities of' said co-partnership or husiness.
.\ t'Op~' I}l' the co-partnership agreement, (if oral, a statement settin,g forth the nature of the tl.~reement)
tog;Pt)'('r with a statement settin,g forth the cl1aracter of the business, its location, and such other facts
ilt~rldill;!il!, tt, the husiness as may be pertinent to a fair and just appraisal of the decedent's interest
tlH'rt"'j'l ~llll.;;t he suhmittpd. It should also set forth in itemized form, together with the fair market value
t tll'rprtf, /tHY other property owned or bequeathed by the decedent at the time of death,
Till' Sct>edule C attached hereto and made part hereof sets forth a true answer to each inquiry
containpd th4'r~in and in the case or transfers of property, real or personal, within two years of decedent's
o(>Hth. in contemplation of decedent's death, or intended to tJ1ke effect in possession or enJoyment at or
aft.er death, snirl schedule sets forth the nature and value of such property, t.o whom transferred, the
relationship of' the transf'erees to the decedent, the proportionate share receiverl b~' each transf'eree and
all othpr facts of a pertinent nature re,garding; sairt transfers. In t.he cas~ of transfers intenrleri to
take pf'f'('ct in possession or enjoyment at or after death, there is also attacheri to the schedule a cony
of thp deed, trust agreement or other instrument creating the trust. Ther.:> is also set f'orth in said
schedul(' !l list of all property, real and personal, wLth its value, which pa~ses at decedent's death by
virtUt~ of thp exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vt-.stf'd in decedent, either individually or jointly~ by the will, deed, or other instrument of anot.her,
with a copy of the instrument creating such power attached to the scherlule.
That Scl>t?dult? D attached hereto and made part hereof' sets forth the names anri addresses of flll
persons Ilf'neficially interested in this estate at the time of decedent's neath, the nature of their res-
pective interests, their relationship, if any, to the rlecerlent, together with the ages at the time of
c1ecf'dmd,'s (leath of all minors, annuitants and beneficiaries for life unner rtecedent's Will. It also
contains a statement showing which of the benef'iciaries namerl in the necenent's will, if any, died prior
to d~. ,'dput, the dates of their death, their issue, and the relRtionship of' such issue to the beneficiary.
That S.:/1edule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, oymed by the decedent jointly wi th another or others, incluning intangible, standing in the name
of the decedent and others, plus the date and place of record of instrt~ents eff'ecting the \estiture of
real estate arrel the date of' acquisition of personalty, plus the name, andress and relationship, if' any,
of' co-owners to the decedent.
That Scl>edule F attached hereto and made a part hereof sets forth f'ully and in dptall all (iehts
and rleduc tions cl aimed for and on behal I' of' thi s deceden t' s es tl\ te, i nc I un ing :funeral expense!'; I'a id~
f'amily exemption, where applicablej costs of administration or this estate; counsel fees ann f'ud1c1nry'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 anrl nnpRirl at time of
death; taxes accrued chargeable for periorl prior to decedent's rleath (except those allowed under Section
651 of the Inheritance ano Estate Tax Act); together with a statement of collateral plerl,geri for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obli,!!;utions upon re-
quest, that if' the amount actually paid in settlement of any fee, commission or debt is less than the
estimatl~cl amount claiming and allowed, that the same will he reported to the Register of Wills, and that
the amount of tax assesserl CM be rel\ssesserl in accordMce therewi tho
That the totals of the appropriate columns in Scherlules "A", "8", "en, "E", ann "F" as rlirected therein,
have heen carried forward and properly registe!'ed in the Sununl\ry.
SUb~~~d S;:~fto ::::::e this ...m~~:.;;::
....~o...v.~ .. ....~.b.U
FRANCES \. G' ~( t", lluhIK
~ '; ;-:<;';('n f:: :r _~!) . ~~r 13. t9n
"'...... (umborland. ?A Cu:.,~erllnd County
SOTE: Berare signing affidavi t make sure all blank spaces in the fl.ffidavit and scherlllles annexed are
1'illed in with details or the word "None", and in case the asset.s inelllrle rare ann unlisted securities,
securi ties of close or f'amily corporations or an interest in uny co-partnership or business, thRt the
nata anrl st.atements requirerl under the para1!;raph abovf> relating to Scherl1l1e "8" are attacherl. Also make
cprt.llin that column #1 in the "SulIVI1ary" has been properly c()mJlleu~n as Ilbove-'Urecterl.
)/V1-1/ f /~--<
'~~>t..4~~~"".~..._......._...
'-' (ExeClLtoT-~
6 3 Spring",r:s~i1.1.1"'..._m...J!.01\...f.64,.R,....JJ,_.Jf_7
(Street Number)
New Cumberland,!,,,, . Dglsburg,p",.
(City or Town and State)
. ...,.;..____'-T-~.._~._._._._._.~.-____. ' .
RCC.034 {4-73) i I
COMMONWEAl. TH OF PENNSYLVANIA
,OEPARTMENT OF REVENUE'
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIOENT OECEOENl' '
SCHEDULE "A"
REAL PROPERTY
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Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent os tenant ,in common with another or other, should b~ identified
os to quantum of interest and the estimated vallie should be that of the decedent's intere~t only. (Property
held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
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The r(lal property located In th~ Commol1wealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a..
cru; also statement of mort9a9~ encumbrances upon each parcel at death
of decedent. Taxes, allsessment., accrued Interest on mortgages, etc.,are
to be IIl1ted on Schedule "Fu a~d must not'b. d_educted from this schedule.
(1)
(2) I
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ESTIMA TED
MARKET VALUE
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(3)
DEPARTMENT
VALUA TION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
1.
All that certain 'tract of land situate in the
Borough of New CJmberland, Cumberland County,
Pennsylvania, being 19 feet of Lot #25 and all
of Lot #26, BlOCK E as shown on Plan recorded in
Deed Book "N", Vql. 5, page 500 known as 709
Second Street sold to Robert D. Brickner and
Karen L. Brickne~, his wife for $25,000.00. For
title into the d~cedent see Deed Book "C", Vol.9 I " .
page 119 and Deeq Book "C", Vol. 9, page122.~,V
All that certain ;tract of land situate in
Fairview Township, York County;' Pennsylvania on
Winona Drive containing .914 acres sold to James
E. Heck, Sr. and lEmma J. Heck, his wife, for I~"
$500.00. This is' the remainder of the premiseEi;7W .
conveyed to the decedent in York County Record
Book 34-C, page 49.
$25,000.b~
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2.
3.
All that certain ilot of eland being known as Lot
#6 on the subdivision plan for Raymond Westhafer
as surveyed by Robert G. Sherrick August 27,
1973, recorded in York County Plan Book "X",
page 293. For title' into decedent see York
County Record Book 67-1, page 685.
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500.00
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1,000.00
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Insert this total opposite "ireol property", Schedule "A" in the X X X X X
"As Reported" column on ihe lost page of this return.
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$26,500.00
2.1::,)500.00
R<:C-35 .
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CO~~!ONWE~LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT.
SCHEDULE "B"
PERSONAL PROPERTY
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INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal propertYr owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly wl~h another or others
must be listed under ~chedule "E". Intangible personal property, titled in the name ~f the decedent, but
payable at death to another or others, including but not limited to P.D.D. U. S. Savings Bonds and tenta-
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tive trust accolUlts, must be listed, despite the fact that they are not of' the administered estate.
Tangible p~rsonal property should be listed :first (e. g. jewelry, wearing 'apparel, household
goods, and furnishlng~, books, paintings, automobiles, boats, etc.) \
Intangible personal property, such as bonds, treasury certif'icates, cash on hand and in bank,
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stockS, mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay-
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able to the estate o~ fiduciary in said capacity, partnership interests, interest in any undis tributed
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estate of or income ~rom any property held in trust under the will or agreement of aryother, even though
located outside or the State, at the time of death, should be listed in this schedul~.
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Item
No.
i ITEM
List and describe fully
UNIT
VALUE
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1. Proceeds of auction of personal effects
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2.
340 shares CCNB Corporation, common stock
per share
3.
CCNB Bank,
@$13.00 yc.
C'
y,.?,,-""
che~king account 1/950 264 2 v" 0 ~}/ -
4. Banker's Life ;md Casualty Co., insurance policy
5. Blue Ridge Hav~n West, return of escrow
6. Banker's Life ~nd Casualty Co., additional paymen s
7. B1ue-Cross-B1ue Shield, rebate
8. Balance due on~mortgage and bond due from Robert
W. Heidingsfe1der and Grace M. Heidingsfe1der, hi,
wife, dated December 2, 1969 and recorded in York
County mortgagdbook 32-Y, page 530
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Insert this total
the "As Reported"
opposit~ "Personal Property", Schedule "B" in
column dn the las t page of this return.
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ESTIMATED I
MARKIIT VALUE
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$ 260.0~'
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4,420.001
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86,7.67--'1
1,425.0~
298.407\
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189.54/' I '
9.06~
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3,413.91
x X $10,88'3,88
DEPARTMENT V ALUATIO N
(Do not write in
this space)
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lo) e,~;,.Se,
Rec-3b .
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COMMO\WEI\LTII OF I'qNNSYLVANII\
TM:'iSFE!\ INHEl\ITANCE TAX
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SCHEDULE "e"
TIL\NSFERS
HESIlJE\T DECI,DENT
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(1) Did" decedent, witl.lln two years ot'deat!l, make any transfer of any material part of his estate, wJthout
receiving a valua~]e !lr.d adequate consideraUon therefor? (Answer ;yes or no) No I
(2) Did rtecel1ent, wi yhin two years of death, transfer properLy from himself to hims1elf and Ilnother or
others (inclwHng, fl spouse) in joint ownership? (Answer yes or no) No I
(3) 1 f the answer to (1) or (2) above is in the affirmative state: j
(a.) Age of: decedent at time of transfer I
(b) State bf decedent's he<llth at time of making the transfer. (Note 1). \
(c) Cause df decedent' 5 death. (Note 1). I
(4) Did decedent, in ~is lifetime, make any transfer of' propert~' .....ithout receiving a v?,luable Qr adequate
consideration therefor .....hich was to take effect in possession or enjayme~t at or after his dp.ath?
(Answer yes .or no). Nn 1
(a) }\[,s there an;y possibility that the property transferred might return t,a transf'erer or his
estate~ or be subj eet to his power of disposition? (Answer yes or no) i
. (b) What w~s the transferee's age at time of decedent's death? I
(5) 1l1d decedent in h~s lifetime lnake any transfer without receiving a valuable and adequate consideration
therefor under wh~ch .transferor e:lCpressly or impliedly reserves for his life or an~' period which does
not. in fact end l)ef'ore his death:
(a) The P01Scssi,on or enjoyment of or the right to income from th!'.' property\i transferred?
(Answer. yes or no) Nn
(b) The right to designate the versons who ...ihall possess cr enjoy the property transferred or
. ~o I
income I therefrom? (Answer yes or no) I
(0) If the answer to (q) (b) above is in the affirmative, state whether the right was r~served in decedent
alone QT others
(7) Did decedent in hots lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benef'it of care of transf'eror? (Answer yes or no) - No I,
(8) Did clecedent, at iny time, transfer property, the beneficial enjoyment of which wa~ subject to change,
because of a reser.verl power to alter, amend, or revoke, or which conld revert t.o n~eedent under terms
of transfer or by;operation of law? . (Answer yes or no) No I
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(9) If the answer to (8) above i3 in the affirmative, was the power to alter, amend, o~ revoke the inter-
est of the benefi<.~iary reserverl. j,n the decedent alone or the decedent anci others? :
(Answer yes or no)\ No
NOTE 1: The anSwers to these questions should 'be SUPPoI'tect, by affidavit by the attettding physician as
well as a copy or the \death certificate.
NOTE 2: If answer tOI any of the above questions is yes, set forth below a descripti6n of the property
transferred, it's fair market value at date of death, dates of transfers and t? v'hom: trl\.nsferred, with
relationship of transferees to ctecerlent, if any. Submit copy of any trust deed or ins,trument, if trans-
fers are claimect to b~ non-taxable, also submit- detailect statement of facts on which said clalm is based.
NOTE 3: List a}lplica~le property below in manner in which provid~d in Schedules A, B, lor E.
ITEM
DESCRIPTION
MIlKET VALUE
(Estimated)
DEPT. VALUAT:WN
(Dept. Only)
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Insert this total opposite "Transferstl, Schedule "e" in the
"As Reported" column oh the last page of this return..
r.
Y,; RCC-37 ('1.2-63)
il'OMMONWEALTH OF PENXSl'YLANIA
;TRANSFER INHERITANCE TAX
i'RESIDENT DEl'EDENT
J'<;
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SCHEDULE "D"
;:,
y
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BENEFICIARIES
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. , RELATIONSHIP ,
BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED DATE INTEREST OF
State full names and addresses of all who illegitimate cr.iJrtren DECEDENT OF BENEFICIARY
,aye an interest, vested, cont:ingent or ot.her are involved, set STATE YES i IN ESTATE
wise in estat'e) forth this fact.) OR NO BIRTH
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Jane L. Reese daU~hter yes l~a.l i """P h~lf
63 Springers Lane I
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"ew ana, rat UU/U I
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E. Lorraine Gross I daughter yes lepal I one-half
]
Box 264, Fickes Ro~d ]
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Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
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DATE OF DEATH ,
NAME , RESIDENCE
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Real Property
Personal Property
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SUMMARY
(Sch. "A")
(Sch. "B")
.. .....(SCh. "C")
Gross Taxahle Estate
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(As Reported)
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$ 11.065,97
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R'tC:-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
,
RESIDENT DECEDENT:
SCHEDULE" En
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th another at' others, including intangibles, standing in the name of the deceden't and others. List
, '
real estate first, aSI entireties, or joint tenants, giving brief description, as indicated muleI' Schedule
"A", plus the date arid place of record of instrlunent effecting vestitu.re, but do noti include entireties
, ,
or out of state. real :estate value in estate valuation colunm. Personal property should be listed as in
I
Schedule "B", plus d~te of acquisition, and the name, address and relationship (if aJ;1Y) of co-owners to
the decedent. I
Description of Proper;ty, Date of Acquisition, Name
Address and Relations~ip of Co-Owners, and Place
of Record of Inst~ument, where Real Estate.
( XX xx;S X> X> YXQ:X: 3&
~ ;0<: ::xl ex X> X>
DEPARTMENT VALIJATION
CAIJTION-Do not Write
In This Space.
Value of
Decedent's
Interest
Unit
Value
pe rcen tage
\ Share
Estate
Valuation
~~~<<XX:XX
>Y<<
88~
ex
,
Ivalue of
Entire
: property
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NON E
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Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
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NON E
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RCC-39 (8-77) ... I
.
'County; Number and Na~e SUMMARY
File Number i
Date 01 Death MaJ;"ch 23, 1978
COMMONWEAL TH OF PENNSYLVANIA
Estate Name Westhafer Esther N. TRANSFER INHERITANCE TAX
(LAST N"AME) (FIRST NAME) (INITIAL) REStD ENT D EC ED ENT
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REPORT OF INHERITANCE TAX APPRAISER I
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I, the undersigned dJly appointed Inheritance Tax Appraiser in and for the County of I ,
Pennsylvania, do respectfuliy report that I have appraised the real and personal property as reported i~ the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules HAlt, "B", lie", and tiE".
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Dated: i
INHERITANCE TAX APPRAISER
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REPORT OF THE REGISTER OF WILLS I
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I, the undersigned duly elected -Register 01 Wills in and lor County) Pennsylvania, do respect-
fully report that I hove allated deductions in the amounts claimed by deponent, except as to those ite~s where a greater or
I esser amount is set forth i the lost column to the right in Schedule If Fir, which greater or lesser amount represents the sum
allowed as a deduction. I
Dated: I
,
REGISTER OF WILLS I
ADJUSTMENTS REMAIN'oER APPRAISEMENT
INVENTORY VALUE AS APPRAISED ODE (HARRISBURG USE ONL YI CODE
,
Real Property (Schedule A) $ 26 500 00 00+ I 92+
Personal Property (Schedule B) 10 883 56 10+ I
Joint~Held Property (Schedule E) 20+ ,
,
Transfers (Schedule Cl 30+ ,
TOTAL GROSS ASSETS 37 383 58 ,
,
Less Debts and Deductions 8 484 20 4ll- I 93-
(SCHEDULE FI I
CLEAR VALUE OF ESTATE 28,899 38 ,
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Valuation.,,:,f life estates or ~ PRINCIPL.E FACTOR I VAL.UE ~
annuities..................." "i------ $ .t= t= !
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ESTATE lAX ASSESSMENTS L-$ I
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FOR USE OF REGISTER ONL:.Y ~ COMPUTATION OF TAX
Tax on $ 2% , -$ I
Tax on $ 6% $ I
Tax on $' 15% $
Tax on $ $ I
Tax on $ $
Exempti~ns * (*) IAs evidenced by Charitable
Total Es~ate .Exemption Certificates issued
TOTAL TAX $ by the "Secretary of Revenue.
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Less tax previously pa id $ I
BALAN~E $ I
Less 5% of tax if paid within : ,
3 month~::after death I $ ,
, I
BALANCE OF INHERITANCE TAX DUE $ I ,
Add interest at rate of 6% from I ,
,
to $
AMOUNT DF ESTATE TAX ASSESSED $ C
Estate tax paid ; $
BALANCE DUE $ I
Add interest at rate of 6% from
to $
TOTAL TAX BALANCE $
; PAID $
Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) i
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48-Adjustment , 6O-Lile Estate 93C-Charity 96-Sud:essive
49+Adjustment , 92+Remainder Appraisal 94-"Remainder Residue LifJ Estate
56-Annuity , 93-Remainder Deduction I
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FOR USE OF REGISTER ~NLY ADJUSTMENTS ,
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NOTE: Where subseb'ent'adjustments are made to the above computation 01 tax by the Register 01 Wills, far proper reason
same should e note below, with short explanation. I'
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R E V.SIB (8"78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX '-970
HARRISBURG
17105
IN YOUR REPLY PL.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Jane L. Reese
63 Springers Lane
New Cumberland. Pa.
(Executor or Administrator)
In Re: Estate of
Esther N. Westhafer
Cumberlaad
Cauilty - File No.
21-78~0192
Dear
You ore hereby notified that the Original
appraisement in the estate of Esther N. Westhafer
has been filed in the of/ice of the Register of Wills of Cumberland:
County bn 17 April , 191L, Said appraisement reflects the following
valuatidns:
Real Estate 26.500.00
Personal Property 10.883.58
Transfers None
Jointly Owned None
Total 37,383.58 I
As to such tax that is paid within three months from dote of death) 0 five (5%)
percentldiscount is allowable. As to any tax that remains unpaid after nin~ (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 ddte of death,
interest at the rote of six (6%) percent per annum is charged. '
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Any party in interest who is aggrieved by this notice may object thereto within
sixty d~ys after receipt of said notice os provided by Section 1001 of the Irlheritance ond
Estate :Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
O t; 17 April 79 S' d \..--€A:,
o e Igne
\C~~
Title
Administrative Officer
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Note: iThis is not 0 bill.
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REV-4~7 (8-78)" i COMMONWEALTH OF PENNSYLVANIA DATE 17 April 79
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY , Cumberland
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970 APPRAISEMENT . 21-78-0192
HARRISBURG. PENNA. 17105 FILE NO.
Whereas, : Esther N. Westhafer late of New Cumberland
in the County of ; Cumberland Commonwe~th of Pennsylvania, having died on
the 23rd day of March 7 '
19 _, seized and possessed of an estate
subject to Inheritance TaX under the laws of the Commonwealth of Pennsylvania; I
Therefore, I, Leo Fulginiti , 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 1ife 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 taxes at the lawful collateral
rate on any such future Interest. I
DESCRIPTION OF ASSET I UNIT Appraisement
, VALUES Made for Inheritance
Tax Purposes
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Real Property I $ 26,500 00
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Personal Property " 10,883 58
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Jointlv Held ,
Pronertv None
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, Total Assets . 37 383 58
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Have been duly swotn according to law, I do hereby certify that the above appraisement is: made in conformity
with the law on this 17 day of . . :u~ . 1972...- .
Lp .~~ I
.;. Appraiser
,
(Number and Street)
Harrisburg, . Penna.
(Post Office)
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