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HomeMy WebLinkAbout12-08-78 I" t} .~ I: ~~::... ~ . ... ,.' 1"," Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF CUMBERLAND RESIDENT DECEDENT I~WORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN' THE MATTER OF THE ESTATE OF } HOWARD G. PLANK AC~DAVIT OF .............................................................i.s:;;~t~..t~li'..;;;;:;;~...~i..d~~~~t.)............................................................ EXECUTOR . CUMBERLAND ~~ La>e of .......................................................... ....................................................................................- Count,. \ "- '- "'- State of .........gJ?~;t'JeX:[iY.~;r:.!:\..................................................-.....-.,,-............................',,".} 55: Cflunty orGp.:r1:1?:I:;~.r.:.:~p GEORGE H. PLANK Co- .......................... Eucutor ~~H~X of the estate of the above-named decedent being duly sworn, depose S and say S Decedent dJed ........................................ MARCH (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. ..............ii.;;;.;;............ 19'i'Y~~"""{ ~~~eav ing a last will, copy of which iI hereto attached. } JAMES A. ULSH SHEARElf;...METTE&W60bSftY8.................... - .. .. .... ..... .. .... ........ ........... 1801 N~ FRONT STREET, HARRISBURG, PA. ..17108........... Tt h Co-Executor d t' f '1' 'th th ff' f . h llat as sue ...................................................... eponen 1S am11ar W1 e a a1rs 0 sald estate and t e property con- (~:X"MJ t<>r.Admini.lra tor) stituting the assets 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. ar 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 SAFE DEPOSIT BOX IN NAME OR N~~ES OF HOLDERS TO VECEDENT FULrrON BANK, 3rd & CALDER STREETS HOWARD G. PLANK HARRISBURG, PA GEORGE PLANK, DEPUTY SON That the contents of said sare deposit box or boxes are itemized under Schedules return, with the exception o~ the ~ollowing, ~or the reasons hereina~ter set ~orth: o~ this That Schedule A attached hereto and made part hereof sets forth fUlly and in detail all the real property in the Commonwealth o~ Pennsylvania o~ 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 o~ mortgagee, date, rate of interest, and book and page o~ record thereof'. It also sets forth in t.he columns provided therefore the assessed valuation o~ each o~ said parcels, the estimated market value thereof as o~ date of death o~ 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 le~t 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 rlecedent's death in the case of savings banks, and to the date of decedent's dea.th in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedn~ss of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax ~ree, 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, pic- tures, books, works of art, household furniture, horses, carriages, automobiles. boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent. together with the fairly estimated m!l.rket value thereof; all bonds and lTIortg8!!:es held by decedent and of all claims due and owing decedent <it the time of death, and all promissory notes or other instruments in writing for the payment of' money o~ which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and i~ such estimated fair market value be less than the ~ace value, it sets forth briefly the reasons ~or such depreciation as to each item; all moneys payable to the estate from life insurance polictes carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends oue thereon and unpaid as of the date of death, bonds and accMJed interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such ~lme. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets ~ld 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 business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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 submitted. It should also set forth in itemized form, together ~ith 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 cont!l.ined therein and 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 take effect in possession or enjoJ~ent at or after death, said s.chedule 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 Qther 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 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 in decedent, 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 schernlle. That Schedule D 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 decedent'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 Schedule E attached hereto and made a part hereof sets forth nIl property, real and per- sonal, owned by the decedent jointly with another or others, including intar~ible, standing in the name of the decedent and others, plus the date and place of record of instruments e~fecting the vestiture of real estate and the date of acquisition of personalty, plus the name, addre~s n~d 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 deductions 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 ?e 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 Impaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 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 collmms in Schedules "A", "B", "en, "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subseribed and sworn to before me this ................................. LL;,{" . 4 / I. . '/ ;; ........................:.!:........................... day of ........~..U::l::1...J.<M/.. 19..1..J...... ...............................:.~)~L~~.Y../2I./..~u............................ 7 JANET M. HOWElL, Notary PubIc II Horri2burg, Dauphin Co. My Commis;;ion Expires Sept. 14. 1&81 -c0{i~~~~Lt'.--- R. D. #1 . ........................................._..._.............._......_.......h...._.._......_...__..._..__.___.. (Street Number) East Waterford, PA. 17021 ......,................................................................-............-....-............................-........--. (City or Town and State) 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 or 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. RCC-34 (1-64' COMMONWEALTH CF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of r:1ortgage encumbrances upon each parcel ot deat;' of dece- dent. Where property held as joint tenant or tenc!!1cy by entireties, report on Schedule "~". Oroperty b..ld by the JCCedent as tenant in comr.1on with another or others, should be identified as to quantum of interest and the estirnateJ value snould be that of the decedent's interest only. The recl property located in the Commo(lweoltt. of Pennsylvania should be described by lot and block number, str;'et and street number, together with o general description of the property, with a reference to the record of the conveyance by which the decedent took title; if 0 form state number of 0- cres; also statement of mortgage encumbrances upon ecch parcel at death of decedent. Toxes, assessments, accrued interest on mortgages, etc.,ore to be listed on Schedule "F" and must not be deducted from this schedule_ ~019 Dickinson Avenue, Camp Hill, Cumberland County, PA Lot 109, 110, Ill-Deed Book U,Vol. 13, Page 372 (See Deed and Appraisal attached hereto) 3tJ L i T{) S-A~A~g..A. ""J4-1.1c E. 3 7 yD -~-- 16 d Z ~ _/ / / Insert this total opposite "re-,:d property", Schedule "A" In the "As Reported" column on \: ; kst page of this returr (1) (2) (3) DEPARTM!:NT VALUATIOH CAUTION (Do not write in this space) ASSESSED VALUE For~ YEAR OF DECEO!:t-lT'S DEA TH ES TIMA TE D MARKET VALUE $36,000 .,3l", DDO. 00 xxxxx $36,000 ,3lP 000.00 , - _"_'_''..__' ,- ~ .,~__...~... __ _________.~___ ~_~_.. K...__..~_~_____._.__""'4__."".",-#_____""":',,,,~~, :~,".--"~">.""""",.,,__"';"".,~. ..._._........., .---......-.-.--..--- ....--.-..-- --",_..-~,--~~._~.,---_.- F,le No RESIDENTIAL APPRAISAL REPORT E_~tate Borrower!C~ent_~_fl.oward G. Plank 3_Q19---Dic ki n ~on Caw HilJ__________~o~ntv_ CumbeI-l<:l.nd_____S-'-"_t~_~A. Census Tr~ct Map Aefero:>nce ZIp Cod~ 17011 Proverty At!d,-ess CltL_____ - J:.~il~~ Oes_~:.:IJ2!~_~~_.___ S"IL' P"ce $ ACTUal Real Estate Taxes $ Ddt~ -~~Sa~~-- ------ ... - Pr-o~~R~~;AJ~~, ~~~J- DF~~[JL~,~~-;;;_;r=rO;;'V'~:;:;_;~F:;~D-IF;.;;_~~~~;;_;e}~~-~ (y,) Loan charges to be paid by seller S Other sal-"'sconce~'_ons_ Lender's Address Lt'nd'2-f Occupant Appraiser l,r2.'itructIOI1S to AppraIser Good Avg. Fa" Poor LocatIon ~ Urban Cl Suburban _ Rural 8ullt Up ~Over 75% [l25% to 75% rJUnder 25% Growth Rate !Xi Fully Dev =-lRapld !:JSteady [-1Slow PrOpeIty Values xl Increasing [] Stable Declining Demand.Supply tKl Shortage 0 In Balance ['Over Supply MarketIng T,me xl Under 3 Mas C14-6 Mas ClOver 6 Mos. Present Land use..2J)o 1 Family ~% 2-4 Family _% Apts _'Yo Condo _'Yo Commercial _% Industrral-L % Vacant_% Change In Present Land Use ~ Not likely [llikelv (") L~haklng Place (") (") From To :&lOwner UTenant % Vacant S 25,000 to $ 50, ODD-Predominant Value $40,000 5 vrs to 50 vrs Predominant Age 35 yrs Employment Stab,i>ty Convenience to Employment Convenience to ShOPping Conven lence to Schools QualIty of Schools RecreaTional FacilitIes Adequacy of Utilities Property Compatibility Protection from Detrimental Conditions Police and FHe ProtectIon Genera, Appearance of PropertIes Appeal to Market Predom,nant Occupancy Sl1l9le Famdv PrICe Range SIngle Family Age [x 5l LX [X ~ LX LX LX LX ex LX LX [J C " L~ I _J Il L--1 ,-- l_J I L- I LJ -, '----' '----' DO DO 00 DO 0' 00 n c---' :__.1 U o ,--. L^; Note: FHlMC/FNMA do not consider the racial composition of the neighborhood to be a relevant factor and it must not be considered in the appraisal. Comments lincludong those factors adversely affecting marketability) -Desireab1.e~.amp---.lLULBorou h DimenSions Tract #1-30 x 120 Tract #2-60 x 120 H,ghest and best use 0 Present u,e PubliC Other (Descnbe) 10,800 Sq FIh'lXKiK1X LJ Corner Lot Present Improvements }(l do 'J do nOt conform to zoning regulat.ons house & Tr.#l as 1 ~arcel. Sale of Tr.#2 Tapa ---.Le~ -LaLS.e-p-~ratELl@Lce 10.800 ft. ~Other(specify)Sale of OFF SITE IMPROV MENTS ~ Street Acces.: ~Public Ll Pnvate Size rn Surface Asphalt \^Jater [)l:l Maintenance: x..l PublIC 0 P"vate V,ew Typical San Sewer ex ;K] Storm Sewer ~CurbfGutter DralflageAVera e o Underground Elect. & Tel. xl S,dewalk iXl Street Lights Is the property located in a HUD identified Flood Hazard Area? lXl No Comments (favorable or unfavorable oncluding any apparent adverse easements, encroachments Or other adverse conditions) Exte"or WailS Frame ::~:::~:' L ~~'fiu .~~~ t;i;_e, K:~O .. D~O. ~~"=Rml_ R"~mf;~~r ~'~l L:~' -T;-;~1=-6 "Rooms 3 _.- Bedrooms .. L__ Baths In fonlshed area above grade -K~r-;:-;;-;~-EquIP;;'ent _lRefngeraTor ~Range/O~;' r-1D~osal iKIDlshwasher ~ Fan;Hood -[JCom-;-;-a-~LJw,"h;;--t]Oryer 0 HEAT Type BB Fuel oil Conu. Avg. AIRCOND o Central '-lOTher --:Adequate Olnoct~qlJat~ Fiools Hardwood XCarpet Overpine r:X1 Pine lin Good Avg Fa" Walls Drywall fX!PlasteY 0 QualIty of ConstructIon IMa!eroals & Fm.shl '1 X, T rom, FinIsh Good '~Average 0 Fall 0 Poor COnditIon of Improvements ,--, Xi j{' ?G Lino leum Rooms size and layout 11 X: 8ath WaInscot ~i Ceramic l2C] -'l'i 1 ELl> oard Closets and Storage iJ xl Si1PC,a' F ~dtU 'es I .ncludingfireplaces). Plumb,ng - adequacy and cond, tlon '--\ xl --1 x: Zoning claSSificatIon Elec Gas Shape & a Type {det, duplex, semi/det, etc.l DeSign (rambler, split level, etc) Semi-detached l~ Stor Window (Type) Doub le hJJng o Storm Sash rl Screens 'XComLJlnatlon o FlOor Dram Finished CeiliJ1g o Sump Pump FinIShed Wall> Foundation Wa. s Concrete _ : Crawi Space Slab on Grade F,nished Floor ilTermites n Settlement EVidence 01 Comments_UnJini.shed storage. 8ath Floor , CeramrC Elect"cal--adequacy and condItion K,tchen Cablnets- adequacy and conditIon -"TTle =:JVes [Xl No DStalrway DDrop-stall I.JScuttle 0 Floored F'nlshed IDescrobe) 0 Heated CAR STORAGE L]Gdrage 0 Built-In 0 Attachen [J Detached 0 Car Port No Cars iJ Adequate Dlnanequate Condition PORCHES, PATIOS, POOL, FENCES, etc, (descrobe) ~en- -f:rpnt CompatIbility to Neighborhood Overall Livability Appeal and Marketabollty Effective Ag)5 Vrs Est. RemalniJ1g EconomIc Lde porch; enclosed rea~_orch. ~ ~ -; Yes x..; None Roof Flool ~ \'\1 al) s Other Poor ..., _ J ~ r-l ,_ J ,~ - 1 X, :x' X: 'Xj 25 Yr, i :'-1 ~1 I I __ I COMMENTS (Including functIonal or physical inadequacies, repaors needed, modernIzation, ere.) ~ld style ba_th wi.t..Lc.l.aw le.u-ed tub. ,- . ~HLMC Form 70 Rev. 905 ATTACH DESCRIPTIVE PHOTOGRAPHS OF SUBJECT PROPERTY AND STREET SCENE ~ORM 000 O~ 517 (REV. 3/77) FNMA Form 1004 Rev 9 75 ; ~ , . ~ t ~ , t . . -" "' , \ _._._.___~__'_'."_'_'.' ___,._......""~,_. _......,,,. ~_.........._~......~.>.,,__ ~",~,,,_,_,~'_.__r,.. ~._~...,___~... "......____. ~,_~,,_ VALUATION SECTION Purpose of Appraisal is to estimate Market Value as defined in Certification & Statement of limiting Conditions (FHlMC Form 439/FNMA Form 10048l. It submitted for F NMA, the appraiser must attach I 1l sketch or map showing location of subject, street names, distance from nearest intersection, and any detrimental conditions and (2) exterior building sketch of Improvements showing dimensions. Measurements No. Stories Sq. Ft. ESTIMATED REPRODUCTION COST - NEW - OF I 40 x 16 x 2 ~ 1280 Dwelling 1280 Sq. Ft. @ $ 25.00 x x ~ Sq. Ft. @ $ x x = Extras X X ~ X X = X X = Porches, Patios, etc. Total Gross living Area lList in Market Data Analysis below) 12"80 Garage/Car Port N/A Sq. Ft. @ $ N/A Comment on functional and economic obsolescence: Site Improvements (driveway, landscaping, etc.) unctiona1 - semi-modern bath & Total Estimated Cost New kitchen. Physical I Functional I Economic Less Marshall Valuation Depreciation $10) 000,$ 4,000 $ nil Source 'of Costs - Depreciatet~~cct i1rfvements. . . . Service & local contractors. ESTIMATED LAND VAlUE(3.0 .x. 1,20 onl (If leasehold, show only leasehold value) INDICATED VALUE BY COST APPROACH. ---- - - MPROVEMENTS: - $ 32.000. s 1,000. 2,000. 500. 35,500. 14,000. 21,500. 5,000. 26,500. $ ( $ y}s $ The undersigned has recited three recent sales of properties most similar and proximate to subject and has considered these in the market analysis. he descrip- tion ,"eludes a dollar adjustment, reflecting market reaction to those items of significant variation between the subject and comparable properties. If a significant Item m the comparable property is superior to, or more favorable than, the subject property, a minus (-) adjustment is made, thus reducing the indicated value of subject; If a significant item in the comparable is inferior to, or less favorable than, the subject property, a plus (+) adjustment is made, thus increasing the indica- ted value of the subject. COMPARABLE NO.1 2130 Market St. COMPARABLE NO.2 423 4th St. 30 x 120 22 x 120 DESCRIPTION 1 8 Inferior 25 x 140 DESCRIPTION 1 78 Inferior o x 180 Total 5 -2000 o Utile blQ&. E ual Es.-ua 1 Net Adj.(Totall:S -2 000 0 Plus;O Minus 1$ nil I Indicated Value :$ 27 ,000 :$ 26 01 Subject 500. Comments on Market Data COTI!RJ? are all s erid - de~tache~op ex.-t_Le s-,- ~rkeJ: Stu;dy Qt_ above property a-p-plies to 3019 ~kins.oTI-.Avent1e .1..ot. 000. 000. on a 1I:1.\r"'''.~.''''J''IJ(.I=JI;lIt.,T,'.'.:I::''~''.1..'li1f':......:....:J:J;I.'.:tat.:.. . . ~ . .- . . ." . , n:r.lr.,...f.;.4.A....I.l.1I1=4l:.\;..I~rtl[.1;'tl=W":J;J:1.1'.:.,....:.. (If applicable) Economic Market Rent $ 22 S. IMo. x Gross Rent Multiplier 120 ::: $27 000. This appraisal is made 0 "as is"&] subject to the repairs, alterations, or conditions listed below 0 completion per plans and specifications. Comments and Conditions of Appraisal: Tract 4f1 - 30 ~~].2_0~~~_QI}~l-d~J'eg as sold with residence at 3019 Dickinson Stre~_t~'D!~t_1[2___::"-_6~0~__12Q'-_lQt....jo~__~Qn_sidered as sold ~ epa rate 1 y, sub j ec t, 0 f collf.s~t.D..-..;-ap~v.aL~-Lamp. Hi 11 Boro.u~ FIOal Reconciliation: Greates t elI!phasJ.s J.S gJ.ven the Market Approach ~$---.l-J: J.S d~emed mo~t reliable. Tr. iff! & hou_se value as of 3/4/7_8_ . .. $27,000. -- ~- T1:"- ifF? ~.,lE';<:Is vM';<:Inr lot - ,ralup ('lS of 3/4/78 _ 9~000. TOTAL $36,000. This appraisal is based upon the above requirements, the certification, contingent and limiting conditions, and Market Value definition that are stated in [] FHLMC Form 439 (Rev. 9/75)IFNMA Form 10048 filed with client 19 _ 0 attached. If submitted for FNMA, the report has been prepared in compliance with FNMA form instructions. I ESTIMATE THE MARKET VALUE, AS DEFINED, OF SUBJECT PROPERTY AS OF March 4, Appraiser(s) ~!' ~ ,'(' ( f I ~ / ~. ".:i JOSEPH McGRAW, INC. Review Appraiser (If applicable) o Did 19Z~1 '1be;~ .L3:6, QOO'__T_Qt~al_ rr I A~1t ~ ~JA_~ / O,d ~o, Ph'''''''' '"..~, P,,,,,.,,, HLMC Form 70 Rev. 9/75 FORM 000 09 517 gc REVERSE FNMA Form 1004 Rev. 9175 Hee -35 (' o\[\fONW1;: \LTH OF PE~NSYL V AN IA TH.Aj~Srl~R INHERITANCE TAX RESIOE\T DECEDF\T SCHEDULE "B't PEIlSO'1 AL PHOPEHTY I tern No. 10. I NSTIWCTIO'iS: This Schedule must disclose a11 tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decerlent jointly with another or others must be listed 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 tbe 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, sllch 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 anyundistributed estate of or income from any property held in trust ur.der the will or agreement of' another, even though located outside of the State, at the time of death, should be listed in this schedule. ITEM Li.st aTl(i describe ful1y UNIT ESTIMATED YALUE MARKET VAHlE DEPARTMENT VALUATI (Do not write in this space) TANGIBLE PERSONAL PROPERTY 1 (See attached list) , \'\5.60 ) $ 1,195.50 INTANGIBLE PERSONAL PROPERTY 2 The Harris Savings Assn., Hbg., PA t Optional Savings~assbook, opened 4/10/6 , Ac ct. # 14 2 6 3 ,,/"'" Principal Interest as of 3/~ C.D. #04-09-123194, opened 5/7/76 Principal Interest as of 3/4/78 1,000.0 13.42 2,368.45 21.2 d a~~. L.\5 \ a\. ~, \ DOO.OO I \3. ~ ~ 3 4 Fulton Bank, Hbg., PA / Regular Savings Acct. #10360195-3,~ opened 3/2/76 Principal Interest as of 3/4/78 Golden Passbook Acct. #10-101414-1, ~ opened 11/8/74 Princioal Intere;'t as of 3/4/78 / Checking Acct. #106-832-273-1, opened 12/22/52 'tC\O. !~ "'\.~'i .:g \ v ~. 1 cg I 1.\'. 6 ~ 5 6 , STOCKS 7 Philadelphia Electric Co., no/par 100s, common, C342520 100s, common, C382280 92s, common, C01211969 ~!L117s" common, U0082232 AT&T, p/$16 2/3, common 84s, 7329-7505 Delaware Fund, Inc., p/$1.00 350s, common, C153045 qq-~ommon, C455686 Esmark, Inc., p/$1.00 100s, common, CH34437- 100s, common, CH34436 ,~-&~r~common, CF74715 JbOex-div .46/s 2/23/78 .46 1 9/16 1,856.25~ \}t5~.~5 1,856.25~ ,.r6~.~.5' 1,707.75v . ',;0'1. 15 2 , 178 . 81 ~ ~l \ 1!. r I " \I \I 8 ~ ~~. '('8 , "', ~,5. 50 't S '&1.. S~ I ,; -::l. ;) 5~~.~.;.) \ ~ 5~. ~~ } 1\ ~-a'd. ~ I \ \ ~. 00 59 27/32 /fo:~ \I '1 -25 21/32 5,026.88 .!v (,/S.5o ,~77 .0 ~ t'wn . 537-. ", ~.._- ..,/ 2,565.6-1 2,565.631~ 1,282.8 - /' 115.0 v 9 " \I DIVIDENDS 11 84s, AT&T, common, stock record date 2/28/78 12 794s, Delaware Fund, Inc., stock record date 2/24/78, common 13 409s Phi1ade1 hia Electric Co. stock Inser t thisrtU'i?Rr5PpS\ftJ~ ,,~~Jt!nl# Pro<p~V~nSchedule "B" in the "As Reported" COlUJTU1 on the las t page of this return. 1.15 96.6 qtc>. ~() 19. ....0 .10 79.4 I '%~. 05 X' 1t5 184.0 -------"- - -.-.._-_.._-~ 4~.3't.3. '*~ $43,306.1 - --- ~-~--- - HOWARD G. PLANK SCHEDULE "B" PERSONAL PROPERTY Tangible Personal Property Item No Item E.M.V. 1 Chrome light $ 8.00 2 Rockers ( 2) 20.00 3 Large cupboard 80.00 4 Crib 47.00 5 Bookcase 85.00 6 "Come along" 13.00 7 Refrigerator 150.00 8 Gate leg table 60.00 9 Mirrors ( 2) 20.25 10 Dining room suite 40.00 11 Juicer 10.00 12 Ice tongs 3.50 13 Bedroom suite 150.00 14 Air conditioner 100.00 15 Dishes 9.00 16 3 piece suite 5.00 17 Lights (2) 7.00 18 Stand 1. 75 19 Chairs (2) - stool .60 20 Bench .50 21 Chairs ( 2) 4.00 22 Stools ( 2) .35 23 Metal wardrobe 2.00 24 Table 8.00 25 Oil heater 7.00 26 Rugs (2) 5.10 27 Spring mattresses (2) 14.00 28 Bed .20 29 Chest of drawers 9.00 30 Music cabinet 5.50 31 Ladders (2) 24.50 32 Plow 1.00 33 Tiller 27.00 34 Vise 24.00 35 Drill 70.00 36 Hammer 30.00 37 Compressor 20.00 38 Compressor sprayer 3.~0 39 Carpenter box 5.00 40 Stone jug 4.00 41 Tool box 5.50 42 Canteen 1.00 43 Bow saw 2.50 44 Sledge 8.00 45 Wire -43.00 46 Testers 7.00 47 Drill bits 8.00 48 Wire 35.10 49 Hub cap .25 50 Pump 1.00 51 Blower .25 52 Pipe light .40 53 Thermos jars .20 54 Pot .10 55 Mower 1.25 56 Iron pipe 1.75 57 Parts 2.45 58 Stool 1.25 59 Tank 1.00 60 Bell iron .75 $1,195.50~ r t t l ~ t The s-m ~ ffI R m S Savings Association 205 PINE STREET. HARRISBURG. P'EN~SYlVANIA 17105 OFFICES DOWNTOWN' COLONIAL PARK' CAMP HILL' LEBANON' UNION DEPOSIT CAPITAL CITY' NEW CUMBERLAND May 22, 1978 Shearer, Mette & Woodside Attorneys at Law 1801 N. Front St., P.O. Box 729 Harrisburg, Pa. 17108 Re: Howard G. Plank Attn: James A. DIsh The information which you requested on the account(s) of Howard G. Plank,Estate (Social Security Number 716-09-5817 ) is as follm.TS. Class of Account 14263 /' #04-09-123194~ Optional Four Year Passbook Savings ...8aJLi ng~ C~rt._ 4-10-61 5-7-76 $2.368.45 V",. $1,000.00 ~ 21.21 t/'/ 13.42 / Account Number(s) Date Opened Principal Balance Accrued Interest Balance at Date of Death S?,389.66 $1,013.42 Account O\.;nershi p Individual Individual Name of Joint Owner, if any None None Date Ownership \.Jas Established 4-10-61 4-10-61 Additional Infor- mation Requested The above accounts may be transferred or cancelled at any time without penalty with the Co-Executors signatures. Harris Savings Association will need a Death Certificate and a 3hort Certificate for our files. Very truly yours, ;:;.~ .-1 0,~L. C. a.~ (Mrs. ~Velyn~. Md{ley Savings Officer f. . l t FultonIllim~lli P. O. BOX 1199, LANCASTER, PENNSYLVANIA 17604 ADMINISTRATIVE DIVISION WRITER'S DIRECT DIAL NUMSER (717) 291-2474 June 5, 1978 Mr. James A. Ulsh Shearer, Mette & Woodside 1801 North Front Street P. O. Box 729 Harrisburg, PA 17108 Ref: Estate of Howard G. Plank Dear Mr. Ulsh: Fulton Bank is pleased to submit the following financial data relative to the aforementioned estate: 1. Checking Account - 1H06-832-273-l ~. Account opened 12/22/52; account balance at 3/4/78 - $2,4l4.98.;1'nterest data not applicable. 2. .,// Statement Savings Account - #10-360195-3 Account opened 3/2/76~count balance at 3/4/78 - $8,162.78~accrued interest at 3/4/78 - $4.53;~terest paid from 1/1/78 to 3/4/78 - $101.20. Golden Passbook Account - 1F10-l0l4l4-l/" Account opened 1l/8/7ty; account balance at 3/4/78 - $490.86~accrued interest at 3/4/78 - $4.68;~nterest paid from 1/1/78 to 3/4/78 - $7.06. 3. 4. Safe Deposit box was maintained at the Fulton office located at Third and Calder. Please feel free to request additional data if needed. Very truly yours, --~~,(2~ Donald R. Overly ~.~ - / Controller DRO: d [i \ RCC-]') Cell!\!i'!\ \LfIi I):' 1'::\\:-;11.'\'\\[ TIL\\~;':'T:' I\!W:\II \\C[.' T \\ ~CH;'TlT Li'; "c" TJl\\(;I"i,'c~~ ~"!. ~~.,) .:~ ....;'r'..:,.."0,.'~ I FM:-h;;{j;~\ I1:;,~~::?L:~ H.l=:S 11):\1 !;:Ti':l!\T (1) DId dt:-'cpdt.lTlt~ "YLt~:jn t'so ~-I"'l?:''';. \):',l.';d;:~ ~'l.l'~fl .l~i" tr":lil~f\:"r' \,f' di'_Y j~;:d>:J.:i;tl II,'irt of his estdtp, without r,'cf_'.i\.' in:!, it \.:tllld;l.-' .T:td ,_ i1 'i.'(' !,'I:\'-.,j t 1\ t...~ :'? ( '.~i:'>"l>-_~r Y'.?-S or' no)__N~ Did dl:.~~C'edpnt, wjt~~in t"""O S~':itr',~ 1)1' d'?-,:.l!:. tr'J.nsf'(.' prOpPl'f:.Y feo;:; }-limself to himself and another or others (il1CltlliiL~, a SPI,JUSf:>J in jqinr. {i'.-,n">]'.-;;lip? (r!~',vd::-r y~_;s 'I.. n())___~~_ If the answer t(1 (1) or (:;) L(,';:'. Ls i!i r}!I-' :if'r-ir;"d!\t_~ st-:i.1J:: (a) Age of d"",.',jpnt cct t iT:" of' U':'.ihfer _____'___ (h) Stat;.:.~ of' dpced(~:l:.'~) t';:-, t :1:'1!:' {,It' ~:~,~_~;n;-:: 1~-~0 r_r,..,;sf\~r'.. (\:ntt:' 1). (e) enlISt-) {)f (~_'_)j_~Pfll-'rtr's f~~>_.t~~. (\{}~_P J). (~) (3) (4) Did dec(>d~_)nt, in !lis 1 i ft'Li~,'l~.,,~i~~':;" ~tt' CtH1Sitlt:r,tt.iun th':':';.t-.~f'ur w!lir-~; "T:~~_"': Lr', [::!..... (.\nswet' ~'f'S or fi'" __N_()___,_ (a) \~as th~~rp ar~y j1ossibiltf:- tk:,'iC (tip 11t'r)I,t,l:rty tri"t11sf'f:>rrr::::d :night returq to transferer or his f>st:iff:' or tli"; Sl]~}if.,:t tJJ his ~\~),','t."r ot' d~ (los'it:l\_':~') (,\n'S',~t-=>r ;.-e:s or no) ,'_n"~l';';' ()i' prol)~r.t~ ~l,it.L()'lt r..:'c, i\'in~ a \':~-1uable or arteql.late ..'J' i~! i)SS;~-\-1;'):i 'if" pnjo,\':'ent ::.t or af'ter his death? (b) Wh:it ',~'.!~ rh;-.' tr';:ii.~!\"'j'i-"\'S :t tI (,')) Did decedent in his li.:'er.i';ce ,',',kO" ;t;,.; r:r..':o;f'C')' () J("";i~denL 1 ~~ '-!;~~:1.lh? thercf';.lr uniJ.~r .......:.l'_.t. tr ~n.,t'i:' :' :.i lit l',;,-'!~'r;t\'itl:"~ a. va.lud.blp and ariequa.te consideration \- :+'..:,'" t' ,1' ~~-j, 1 ife> or ;-~ny perjorI which does nnt in !':u:t. en,l L,~"1'qr~~ Lis d.-):ttt': (a) The (ll)sspssl()n 01' ':~rJ.if)=--;i.e!it uf' nr th'.' 12:[ ti) ir;i I)"::W frol~l Lfi';_' r~";l:erty transferred? (\ns....pr ,\','s or nol) _NQ______ (b) Tbf' ri~llt to d"sigrl'ite tl1f' p"T'.,I)f)<; ilL:' sf. d I !,o,;,;'>s,; or en.io" the l,roperty transferre.i or income tlleref'rom? (Answer y,es 01' no; No (6) 'If the answer to ('l) (b) :d)(l....~ is in the affir"1': \\>'. stilre w~).~tLer the ric;ht was reserved in decedent alone or oth!"rs _,______ __,~________ (7) Did decedent in his lifetime mah:e a tr:tn,;fer, the c,;nsi'h'ration for wl:icll w'cs transferee's promise to pay income to or for the IH?nef'lt of car'p of' tran.,feror? (\r5"'''i' yes or' no) No (8) Dir! r1ecerlent, a t any time, trans fe I' p 1'0,1;" r ty, tbi: ~)'me fi cial f'nj oy",eo t f) f whi. ch was sub,i ect to change, because of '1 rpserved power to al tel', iw:pnrl, or r,V,()ke, or whi ch could revert to rlecedent under terms of transfer or by operation of Ltw? (\nswpr yes 0:' no) No (9) If the answer to un above is in the arrirr'lvtive, Wi1S the po"er to alter, amend, or re-vt.>ke the inter- est of the beneficiary reserved in the dc'c9dent alone or the d'o'cerlent and others? (Answer yes or no' __,__ NOTE 1: The answers to these questions s'''J1l1d be sUP!,oT'terl by ."ff'lej3vi r rhe ',-ttending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above rlllestions is ,yes, set ['orth below ,J rh'scription of the property transferrer!, it's fair market value itt date of c!e-1.tfl. ,laLes of tr:nlsf"rs [lTld to whoJTl trflnsferre.j, with relationship of transferees to decedent. if any. S,,'lin;t cory of' '~T.:-: trust l",',j or' instrumenL, if trans- fers are claimerl to bf~ non-taxable, also s"rl):)it det": lHl sl;ttemenr. of' far:ts ('oil whieh said claim is based. NOTE 3: List appl iCiible pr'operty belo.... in r.1i1!1Ler in ',.,jdch pr'.>vi,1.>.-1 in S,~hf'dule::i A, B, or E. ITEM DESCRIPTI07-i ,t-UlKET VAI.tE (Es t lma ted) DE:PT. VALUi\TI07-i (Dept. Only) NONE Non~ Insert this tot:,l opposite "Transfers., Sch':;dule "C" in the "_\s J{pportpu'" C'q!tlflrTl IIn th..'-' last [ll.;.:>~ of this r>Pfl1rn, N6"fl.U -. LAST WI LL NID TEST N'vrENT OF HOWARD G. PlANK I, Howard G. Plank, of the Borough of Camp Hill, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct my just debts and funeral expenses be paid by my-Co-Executors, hereinafter named, as soon as possible after my decease. SECOND: I give and bequeath the sum. of Five Thousand ($5,000.00) Dollars to my sister, Bessie A. Plank. Should my sister, Bessie A. Plank, predecease me, then I direct that the bequest shall become part of the residue of my estate as hereinafter set forth. THIRD: All the rest, residue and remainder of my estate, whether real, personal or mixed, I direct shall be converted into cash by my Co- Executors, hereinafter named, and distribution of same be made as follows: A. One-Third (1/3) thereof I give and bequeath to my son, George H. Plank. B. One-Third (1/3) thereof I give and hequeath to my daughter, Gladys W. Worley. C. One-Third (1/3) thereof I give and bequeath to my daughter, June E. Sheaffer. FOURTH: ~~ personal representatives shall have the following powers in addition to those vested in them by law and by other provisions of my Will, applicable to all property, whether principal or income, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without regard to any. principle of diversification, risk or productivity. B. To sell at public or private sale any real or personal property for such prices and upon such terms or conditions as they deem proper. C. To compromise any claim or controversy. D. To exercise any option, right or privilege granted ln insurance policies or in other investments. .... . . FIFTH: I appoint my son, George H. Plank, and my daughter, June E. Sheaffer, Co-Executors of this my Last Will and Testament. Should either my son, George H. Plank, or my daughter, June E. Sheaffer, predecease me, fail to qualify or cease to act as Co-Executor, then I appoint my grandson, Stanley H. Sheaffer, Jr., Co-Executor in his or her stead. IN WITNESS ~~HEREOF, I have hereWlto set my hand this / ~~ day of November, 1977. ~~. / Ibward G. Plank Signed, sealed, published and .declared by the above-named Testator as and for his Last Will and Testament, in our presence, wno, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. -.t~t E. ~'~~~ ~. ~N -2- RCC-37 (12-63) CO:'lDIO:\\H:ALTlI OF PE:\:\SYYlX:\I:\ TRA:\SFER l:'\m:RITA:\CE TAX RESIDENT DEn:DENT SCHEDL~LE "D" ...."1- ~ t~ '" ~_'''''_'_S~i1 1.'7. ,\t~\~:;,.t~,\ ~.~Tt~:~--~~~:~ BE:\EFICIARIES T ' ~ 'r- RELA TIONSHlP ! BENEF IUARIES AND ADDRESSES _ (If step-children or ! (state tull nar"es and addresses of all whu I illegitirn3te children I have an interest. vested. cant ingent or othcr-, are involved. set i wise. in estate) --L forU. this fact.) i I ' Bessie A. Plank I sister i I ! I SURVIVED DECEDE~"T STATE YES OR NO DATE OF B I RTII INTEREST or- BENEFrCIAftY IN ESTATE yes i $5,000 bequest r-----~- George H. Plank son i I -----.--- I yes hh residuary R. D. #1 I i I East Waterford, PA 17021 \ I i --- I I _Gl..?dys W. Worley dauqhter ves I 1/3 residuary ! I I I June E. Sheaffer daughter yes 1/3 residuary 3010 Dickinson Avenue I Camp Hill, PA 17011 I I I I ! I I t I [ I m om - --.---- -- IlPf'onont further says that all the above-named benefj cillries are living at this time except below: DATE OF DEATH I I +- t NAME --1 I I i I RESIDENCE RCC-38 COMi\10NWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schectule must disclose all property, real ann personal, ownen by the decedent jointly wi th another or others, including intangibles, standing in the name of the decedent and others. I,ist real estate first, as entireties, or joint tenants, giving brief ctescription, as indicated under Schedule "A", plus the date and 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' acquisition, and the name, address and relationship (if' any) of' co-owners to the de~e,'lent. Description of' Property, Date of Acquisition, Name Address anct Relationship of Co-Owners, and Place of Recorct of Instrument, where Real Estate. Unit Value percentage Share Estate Valuation NONE Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTI.!ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest f\\~ NCYW REV-SIB (B-78) COMMONWEALTH 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 George H. l'lank R. D. #1 East Waterford. LA 17021 (Executor or Administrator) In Re: Estate of HOt.;a rd G. f' 1 ank Cumberland County - Fi Ie No. 21-76-eI97 Dear lir. Uanl~: Yau are hereby notified that the Original appraisement in the estate of Howard G. i lank has been filed in the office.of the ReJIlster of Wills of Cumberland C February ~& 197':J S 'd ' t fl h f II ' ounty on , _ , al appralsemen re ects t e 0 oWIng valuations: Real Estate Personal Property Transfers Jointly Owned Total 36,000.00 43,393.49 None lion e $79,393.49 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 days 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. ~73. ~ L t Date February 28, 1979 Signed~ Title Administrative Officer Note: This is not a bi II. REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE _ February 23) 1979 COUNTY _ Cumbcr1<,<nc 21-78-0197 FILE NO. Whereas, Hmm rd G. Hank late of Borough of Camp Hi 11 in the County of Cumberland Commonwealth of Pennsylvania, having died on the 4th day of Harch 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; L 1;'. 1 . . t' Therefore, I, eo ;; u g1n1 1 , 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 tile exoiration 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 Real l:roperty $ 36)GOO CO lersow:t 1 .i:roperty 43)393 4S Transfers lionc Joint-Held l:ropertv ;.,one TOTAL ASSETS 7S , 3S 3 /. c '--r..- !--1 ~ I I I --:- Have been duly sworn according to law, I do hereby certify that the above appraisem:J1~ is made in confor~ity with the law on this :::'&th day of ',' < r<:" (i >!e.pru8.rv 19 7.L. ..4,. ...,,"'_ '.' __'~"....~." .... ^-~.--'..~_. ' ."-,.."'-. '-" _..... Appraiser (Number and Street) Hc.n-isburg (Post Office) . Penna.