HomeMy WebLinkAbout11-16-78
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RCC-33 (4-73)
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
NO\! 16 '9'
COUNTY OF
RESIDENT DECEDENT
CUMBERLAND
IMPOR'rANT,
This return must be completed in detail and filed in duplicate, with al1 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 R~'.tenue. (Section.703 of. the Inheritance and Es.tate,Tax A4?t of 1961.)
Cumberland
.} AFFIDAVIT.OF
EXECUTOR .'
~
IN THE MATTER OF THE ESTATE OF
Charles E. Cummings
(STATE FULL NAME OF DECEDENT)
Lote of
County
State of
Pennsylvania
Count"y of
Cumberland
J 55;
~~l<
Trpnp.. An~m~ c'l1mmings
or the estote of the above-named deeedent being duly sworn, depose
Executor
and -say
M,grcl1
{MONTHl
Name and address of attorney Of }
other authorized representaHve to wham
011 correspondence should t..o lTIoiled.
. (DAY)
19~ ~estote leaving 0 lost ~ill, copy of ~hieh Is h'ereto attached.,}
(YEAR) \c'R.~~ _
.Ton F. LaFaver, 117 Thi rd St.. New
Decedent died
10,
Cumberland, Pennsylvania
That as such-ExP..C'l1tr.ix deponent is familiar. with the affairs of. said. estate and the property constituting
(EXECU TO R~ADMINI ST RA TOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit bo_x 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~nother as age"-t or deputy, with the
exception of the following: -
NAME AND ADDRES.S OF BANK OR OTHER INSTITUTION THIS SAFE qEPOSlT BO.X RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT .RENTED A S..l,FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
CCNB Bank. N. A. rho~l es E Cimiminos imd
Third and Hummel 'u,' Wife
Lemoynp.., Pa.
.. ,. ,
That" the contents of said safe deposit box o~. boxe's are itemized under Schedules
with the exception. of the following, for the re.asons herein~fter s~t forth:.
of this return,
. .
That Scheelule A attached her~io and made pa;t 'hereof sets forth 'fully and"in detail all the r~al properly
in the Commonwealth of Pennsylvania of which decedent died' having a.n interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the .date oC d.eath, giving the amount still due at
death, name of mortgagee'-, date, rate of .,interest, a'nd book a.nd page of record'th~reof.. .It:also sets forth in the
columns provided therefor~, the asse.ss~d valuation of each of ,said parcel~., the. .estimated. market value thereof
as of date of death of decedent.
That Scheelule 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 allhe 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 trus,t for any other person or p.erso~s
giving also separately the accrued interest thereon, if any, down to the last interest day priOT",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 certif.icates or notes and other evidence oC indebtedness of the United Siates to the de-,
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at,the time of death;.
all wearing apparel, jewelry, silverware, pictures, books, works of art, house~ofd. fu~~i1~f:,,~h~~,~,~::.,C\iiages,
automobiles, boats, and any an~ all other personal chattels of whatsoever; ki?d..,?~,.naiur,~,..wfJ.~~~_wedent,
together with the fairly; estimated market value thereof; all bonds and mortgages held by de~eden~ and'of all
claims due an~ owing decedent at the time of death, .and all promis.sory not~s or other)nstrume,nts in writip.g
for the paymen't of money of which decedent died possessed; of whatsoever mi'ture:; with interest thereon, if"
any, giving the 'face value and esti.mated fair market value thereof,' ami if such-estimated f~ir'ma'rket value be
less than the face value, it sets forth b~iefty the reasons ror- su~h depreciati~n as to each item./"all moneys
. . - p. ,',..-
payable to the estate from life insurance policies carried, by dec'edent; ~.Il 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'it.ies owned by the decedent at the time of death, with the-market value there-
of at such time.
"
.
. .
In the case of securities of clos8 or family corporations, the values reported are &s far &s
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death In any co-partnership or business, and In support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or Quslness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of Uie 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 mllst be submitted. It should also set f'orth in itemized f'ono, 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 ease of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take eff'ect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received 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 CORY
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 power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrtunent 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
decedent's death of all minors, annuitants 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 or their death, their issue, and the relationship of such issue to the benericiary.
That Schedule E attached hereto and made a part hereof sets rorth 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 or instruments effecting the vestiture 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 r attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf or 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
6~1 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules .A., -B-, -e-, wE-, and -F- as directed therein,
have been carried forward and properly registered in the Summary.
.5014
Subscribed and sworn to before mU "'y' ......=.........
................................iA . o/! of .. #~P.f.l... 19.......?.~
................... ~~r!f~~~!:;:~~..........
.. ""'....... b.... 50,1. lO. 1982 U
.. ~"'uI, Pi c...1lorI"'" Co.
L.LJ....~...G~k.~...CXW:llL#;K~
(Ezecutor-Adminiatrator) :/'''\
..~f>.?...A:r::.!.i..I,1.g!.!?.!I....ll:.O"'i..<l..........................................__.._.
(Street Number)
..Ca.mp..liill......F.ennaylvani.a...l.7..QU......................
(City or Town aM Sta.te)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None-, and in case the assets include rare and unlisted 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 nB" are attached. Also make
certain that column #1 in the "Summary- has been properly completed as above-directed.
." _.~-_._-~_. ~'"-->"---.-"~-'-- - _.~
. ,RC C~S4 (4-73)
COMMciNw~AL TH OF PENNSYLVANIA
-DEPARTMENT'OF REVENUE
llUREAU OF CDUNTY 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 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 roal property located In the Common.wealth of Pennsylvania should be (1) (2) (3\
described by lot and block number, .treet and ,treet number, together wlrh DePA RTMENT
a general descriptIon of the property, with a reference to the record of the AsseSSED VALUE VALUA TIOl<
conveyance by which the decedent took title; If a farm state number of a~ FOR YEAR OF ESTlMA TED CAUTIOl<
cres; alllo statement of mortgage encumbrances upon each poreal at death DECEDEI<T'S MARKET VALUE (Do not write
o~ deceden". Taxes, asseSEilments, accrued Interest on mortgages, etc., are DEATH In this .pace)
to be listed on Schedule If Fit and must not he d_educted from this schedule.
00.00 \IJ 0 n.t-
NONE
-
-
Insert this total opposite "real property", Schedule" A" in the X X X X X
"As Reported" column on the lost pog~.of this return.
,t!:<;.
00.00
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ReC -35
COMMON\\'EALTH OF PENNSYLVANIA
~RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*
INSTRUCTIONS: 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 I1bted under Schedule "E". Intangible personal property, titled 1n 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 fiduciary 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 o~ death, should be listed in this schedule.
UNIT ESTIMATED
VALUE MARKEl' VALUE
Item
No.
ITEM
List and describe fully
1.
1976 Buick automobile
2.
75 shares CCNB Corp. at 12
DEPARTMENT VALUATION
(Do not write in
this space)
3,000.00/ 3,000. 00
900.00/ 900.00
3. The fo,llowing Series "H" Bonds -
1,000 M 10 270 135 H
1,000 M 10 270 136 H
1,000 M 10 270 137 H
1,000 M 10 270 138 H
June, 1965
June, 1965
June, 1965
June, 1965
4,000.00
",0 QD. Do
4. The following Series "E" Bonds (Char1esE.
Cummings P.O.D. Mrs. Leta Hough) -
May 24, 1963 1,524.40~
May 24, 1963 1,524.40 ./
June 17, 1963 1,536.00~
July 22, 1963 1,491. 20 ~
July 22, 1963 1,491.20 I'
July 22, 1963 1,491.20 v'
July 22, 1963 1,491.20
Feb. 21, 1964 1,460.40
Feb. 21, 1964 1,460.40
Mar. 20, 1964 1,463.60~
May 26, 1964 1,463.60~
May 26, 1964 1,463.60~
Aug. 24, 1953 2,028.40
Aug. 24, 19532;028;40~
JI)ql~.OO
The following Certificates of Deposit at
Dauphin Deposit Bank and Trust Company:
O,pened' Face' , 'Interest
No. 14 03 724751 >"'9/30/74 1,000.00 V 7.88 v
No. 14050083791/8/23/73 3,000.00......- 6.25V
No. 14 05 008380v9/5/73 1,000.00v 2.08 V--
No. 1405 008384v10/1/73 1,500.00 V 14.16~
No. 14 05 008385v'i0/3/73 5,000.00 ~45.83 ~
No. 14 05 008386v-l0/3/73 1,000.00.....-- 9.17.,....--
No. 14 05 014906/12/5/74 2,000.00 V 1. 39 ~
1,000 M 828 981 74 E
1,000 M 828 981 73 E
1,000 M 828 981 76 E
1,000 M 828 981 77 E
1,000 M 843 281 92 E
1,000 M 843 254 24 E
1,000 M 843 281 91 E
1,000 M 847 991 07 E
1,000 M 847 991 08 E
1,000 M 847 991 09 E
1,000 M 847 991 11 E
1,000 M 847 991 12 E
1,000 M 320 484 85 E
1,000 M 320 484 86 E
5.
21,918.00
.\1 ~ I". DO
)
1100i. '!~
3 oo~.OlS
I
~IOO~' Of
1,5'''\.14,.
'5 0"15' .~~
I
'1009.'''1
.:l 001.3'1
,
1,007.88
3,006.25
1,002.08/
1,514.16
5,045.83 .....--
1,009.17
2,001.39/
6. The following Certificates of Deposit at CCNB
Bank, N. A.
/Opened Face' Interest . {,O\1.q~
No. 36 17033 9/11/77 1,000.00 Y 17.92 Y 1,017.9 -
No. 36 17042 ....- 10/3/77 5,000.00 66.46~ 5,066.46 - !S O(,~.lfb
No. 36 17035 .......... 9/12/77 2,000.00 _ 35.44__ 2,035.44 .;1: 0 as- *'1'
No. 36 17036 v- 9/20/77 3,000.00_ 48.33,__ 3,048.3 -- :I O,,\g.3~
.
x x
6.51 S1;},. en
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
C5,5~2~8
-
RCc-- 36 "
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFEilS
.
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no)
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no)
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent' 5 heal th at time of making the transfer. (Note 1).
(c) Cause of decedent' 5 death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration thereror which was to take erfect 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 transreree's age at time or decedent's death?
(5) Did decedent in his liretime make any transfer without receiving a valuable and adequate consideration
thereror under which transreror expressly or impliedly reserves ror his life or any period which does
no t in ract end before his death:
(a) The possession or enjoyment of or the right to income from th~ property transferred?
(Answer yes or no)
(b) The right to designate the persons who 'shall possess or enjoy the property transferred or
income therefrom? (Answer yes or 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 lif'etime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no)
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent Wlder terms
of transfer or by operation of law? (Answer yes or no)
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death cer-tificate.
NOTE 2: If answer to any of the above questions is yes, set forth 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 facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPT ION
MARKET VALUE
(Estimated)
DEPT. VALUATION
(Dept. Only)
tJ. tll\L
None
00.00
Insert this total opposite nTransfers", Schedule ncn in the
"As Reportedn colUIlDl. on the last page of this return.
00.00
~GY\.L.
,
RGC~"38' ",.
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CQMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
INSTRUCTIONS: This scherlule must disclose all property, real and personal, owned hy the decedent jointly
with anot.her OJ' others, including intangibles, standing in the name of' the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief' description, as indicated under Schedule
nAn, plus the date and place of record of instnunent effecting vestiture, but <io not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "8", plus date of acquisition, and the name, address and relationship (if' any) of' co-owners to
the decedent.
Description of' Property, Date of Acquisition, Name unit pe rceo tage Estate
Address and Relationship of' Co-Owners, IU1d PI ace Value Share Valuation
of' Record of Instrument, where Real Estate.
y 'Y'. >3<: V<,.)<. X << % ~
X %X> "^' <XX
)< X>< X X> ~ '^ )< X>< :x; X '^ <x
NONE
Insert this total opposite "Jointly Owned Property", Schedule "En
in the "As Reported" column on the last page of this return.
00.00
00.00
DEPARTI~NT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
N<mu
N6'f\-I.--
, .
CUMBERLAND COUNTY
NATIONAL BANK AND TRUST COMPANY
BRIOGE NEAR FOURTH
Ne:w CUM9EPLANO, PENN Sn...AN I""
Jon F. LaFaver
317 Third Street
New Cumberland, PA 17070
June 2, 1978
References to. Cumberland County National Bank
and Trust Company in this document shouid be
deemed to be references to CCNB Bank, N. A.,
the new name of the Bank.
RE: Estate o~ Charles E. Cummings
Dear Mr. LaFaver:
In response to your letter of May 24, 1978, regarding the accounts
o~ the above noted decedent, we submit the following information as of
date o~ death, March 10, 1978.
Acct. & Number
Checking #188-240-6
CD #36-17033~
CD #36-17042""""-
CD #36-17034
CD #36-17035""'-
CD #36-17036/
Balance Accrued Int.
$5,327.31
$1,000.00 b--$17.92 --
$5,000.00 ,...-$66.46 V"
$10,000.00 $179.24
$2,000.00 ~$35.44 ~
$3,000.00.,....$48.33.....--
Open Date
9/2/54
9/11/77
10/3/77
9/11/77
9/12/77
9/20/77
Checking account #188-240-6 and Certificate of Deposit #36-17034
are joint with Irene A. Cummings. The other ~our Certi~icates are in
Charles E. Cummings name only.
jas
,
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','Y,' Very tru' yyours,
~~
IF. C. eman
" Vice sident - Operations
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Dauphin Deposit Bank
and Trust Company
MAIN OF'I'"ICE: 213 MARKET STREET, HARRISBURG. PENNSYLVANIA 17106
717/255-2121
Member Federal Deposit Insuf'dnce Corporation
June 26,1978
Jon F. LaFaver
317 North Th1rd Street
New Cumberland, Pennaylvan1a
Re: Charlee E. Cumm1nge
March 10,1978, Deceased
Dear Mr. LaFaver
In regarda to the above ment10ned, we subm1t the following 1nformat10n
ae of the date of death:
ICerti ficate of depoe1 t
Interest
Account Number
Date opened
~Cert1f1cate of depoa1t
Intarast
Account Number
Date opened
'Cert1f1cate of depos1t
Interest
Account Number
Date opened
'Cert1ficate of dapos1t
Interest
Account Number
Oste opened
,Certi flcets of depos1 t
Interest
Account Number
Date opened
. Cert1f1cate of depos1t
Intereet
Account Numbar
Date openad
$1,000.00
117.88 /
14 03 724751
January 30, 1974
$3,000.00 v/ .
$6.25 ./ /'
14 05 008379'/
Auguet 23,1973
$1 ,000 . 00 v:::-.
$2.08 ,/
14 05 008380 ~
Saptember 5,1973
$1,500.00 /
$14.16 ...,.r
14 05 008384"./'
October 1,1973
$5,000.00 v
$45.83 /
14 05 008385 ~
October 3,1973
./
$1,000.00 /'
39.17' /'
14 05 008386'/
October 3,197::5
-I
"
llCC~3? (;12-63)
('OMMON\I'EAbTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
i
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
state full names and addresses of all who illegltimate chlldren DECEDENT OF BENEFICIARY
ave an interest. vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Irene Adams CunnninQ:s
1;1\2 Arlin"ton Road
r~mn 1'Ii 11 .., '7"" Wife Yes. Adult . Entire Residue
MrQ T .Q~ ~ >lnu"h
903 Augusta Road
Westover Hills
Wilm. De1a. 19807 Daughter Yes Adult POD Series E Bonds
I
-
Deponent further says that all the above-named benericlaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
\
...,,7.
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Real Property..... ....
Personal Property .........
Transfers
SUMMARY
....(Sch. "A")
......... . (Sch. "BOO)
...... .... .........(SCh. "COO)
Gross Taxable Estate .
(1 )
(As Reported)
$
$. ..55.572.88
$.
$...
$.
$..?~,}72,88
(2)
(As Determined)
$
$
$
$
$
$
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Form RC C -10...., ',.' ;:.
OEoucnONS ALLOWED IN
OFf:"ICE OF TME
REGleTE~ OJ'" WILLS
.,;pl. 7i-19.r
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ............ $8.?:?f!.~~
OATE APPROVEO ,~bi?,()J9"J9
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Revllter of Willi, A-O~~-.J~:
Pennsylvania \~
.....:!., .....-.' . ~..
OF
Cumberland
COUNTY
ANO AGENT OF ,....E COMMONWEALTH
ESTATE OF
c3~: "7u-v. / J, /97 V
1
Charles E. Cummings LAT' OF Camp Hill.
DATE OF F[LING APPRAISEMENT ~.o\,.... I '3
.
1C,'70
, , .
OAT&: OF O~TH
March 10. 1978
DATE
tlo. OF
VOUCHilOlIt
NAME OF PAYEE
REMARKS
,
AMOUNT
20 00
9 00
18 03
I.
18 00
4 500 00
30 bO
6 00
2 000 00
770 r+6
1,549 fL7
15 00
Reoister of Wills
Letters and Certificates
Pa. Dent. of Transportation
Automobile Transfer
The Patriot-News
"'-d Law Journal
Legal Advertising
Leoal Advertising
Attorney's Fee
Filing Releases
Jon F LaFaver
~e~o~der of Deeds
ter of Wills
Filing Fees
T................... Arl:::lIDS Cnmmin2:s
Famil" Exemntion
Finch & Finch Inc.
Funeral Expenses
M"ers~Hall Funeral Home
Stanlev M. Wetmore. M. D.
Funeral Expenses
Professional Services
,
8,935 66
COMMONWEAL.TH OF PENNSYLVANIA
I,
1
Jss'
r.nmhprl.qnn .
Trpnp Adams Cummings
HEREBY CERTIFY, THAT. TO T"'E BEClT OF
erATEMENT OP' DEBTS, FVNERA1. EXPENSES AND EXPENSES Of&'
Cummings
DECaAeED. AS CEDUCTIONli FOR
J..dp.fl Cd&/7~/(j~'U0A~ (L. 5)
DAYot" U
COUNTY OF
MY KNOWLe:OGE AND BELIEF, THE FORiEGOING Ie A JUST ASD TRU E
ACMINISTRATION SUBMITTED TO T"'E E I\TE OF ....-Charles' E.
INHERIT^NC"T^~ PURPOB'S. " .!oM)
THIS V
'f?~
0.-. M. ....... NotIfY Public
,.lit r-minion I..;... Sept. ~O. 1981
.. .. . ~" <omberlmd c..
-,
D
Dauphin Deposit Banl<
and Trust Company
MAIN OF'F'ICE: 213 MARKET STREET, HARRISBURG. PENNSYl..VANIA 17105
717/255-2121
Member Fsde~l Dep05;t Insul"tJnce CorportJtion
June 28. 1978
Jon F. La Fever
317 North Third Street
Ne~ Cumberlend, Penneylvania
Rs: Cherlee E. Cummings
March 10,1978, Deceaeed
Deer Mr. La Faver:
In regarde to our letter of June 26.1978 concerning Certificete of
Deposit number 1~-03-013556 for $5,000.00. We neglected to note that
the certificete ie held in the nemes Cherlss E. Dr Irene A. Cumminge.
Ws spologize for this oversight.
If ble can be of any further aesistsnce, plesee do not hesitate to
contect us.
Very truly yours,
~~
Doneld E. Cromblell
Assietent Vice Prssident
DEC/pf
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REV-518 (B"78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Irene A. Cummings
662 Arlington. Rd.
C"mp Hill, PA
(Executor or Administrator)
In Re: Estate of ClJ"rl ,," E. ClTmming"
Cumberland
County - File No. 2l~78;..0195
Dear
You are hereby notified that the Original
appraisement in the estate of ClJ"rl "" E ClTmming"
has been filed in the office of the Register of Wills of ClTmh"rl~ni!
County on 13 Februarv ,19----.Z9, Said appraisement reflects the fallowing
va luations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
Nonp.
ll5',572.91
None
None
$55.572.91
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred. from December 22,1965 to June 16, 1971,inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty doys after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date 13 FehrlT~ry lq7q Signed L--e......c:,F~ ~~~
Title Administrative Officer
. Note: This is not a bi II.
REV.457 (8-78)
OEl'ARTME>NT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970 .
HARRISBURG. PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE NO.
13 February 1979
Cumberland
?1-7R-0l q<;
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I
Whereas, Charles E. ClIIIllllings late of Carno Hill
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 1 nrh day of Mo,.toh 19 ..la.., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;.
Therefore, I, T "".. ",,,1 gini H ,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 taxes at the lawful collateral
rate on any such future interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
, Tax Purposes
- .. ,,-~-~- .
- "'''no
"" "~~ h.
Transfers ,,---
T_._~'" "'__~ None
Total M" "77 '"
.
,
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 1 ~rh day of \ p:~h~~....=::c:s. 19 .1.!L.
Appraiser
(Number and Street)
Harrisburg
(Post Office)
. Penna.
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~ertificate of deposit
Interest
Account number
Date opened
Certificate of deposit
Interest
Account number
Date opened
$2,000.00 ~
$1.39 ,/ /'
14 05 014906 ~ N~$
December 5, 1974 ..' V (f r ~i^t
(/ i.. eO,
$5,000.00 .;'0,11 1&'CI~'
$61.80 ",AI T'
14 03 013556 Y't.pt
October 8,1976 }R'V
If l&Ie can ba of any further assistance, pleaee do not heeitate to
contact us.
DEC/pf
Very truly youre,
<.AY~..d"'( ~'.lL~.~
Donald E. Cromwell
Assistant Vics President
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