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HomeMy WebLinkAbout08-14-78 R C C~33 (4-73) ~l- 7fL. d-t Iff?' .-.- .. ...." COMMONWEAL TH OF PENNSYL V ANJA DEPARTMENT OF REVENUE - - BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNT'yA~p -~~~EiLAND IMPORTANT, This return must be comple~ed in d.etai~ and filed in duplicate, with all attached, with the Register of Wills of.the County wh.cre decedent resided; Return is due-within n~ne months afte;.- date of death; unless an extension. is granted.'. by the Secretary of Re1otenue. (Section 703 of.the Inheritance" and Estate Tax.Act of 1961.) . -- Late of Mechanicsburg, Pennsylvania Cumberland }- . AFFIDAVIT OF __ _ . EXECUTOR S _ - - . . ---~~ County . IN THE MATTER OF niE ESTATE OF Grace E. Becker (STATE FULL NAME OF DECEDENT) County of Cumberland y.", , State'of Gilbert M. Becker and Sandra K: Coover. ~ 0.1...:.,; l..~...) of-the estate of "the".obove-named deceden' be.ing duly sworn, depose and say. 78 { - .- } , 19_.!.!~~~l.!.avlng a las'-wlll, ~opy of which Is hereto attached.. (YEAR] iiifiSlci"l'i"" Execut.or S Decedent died April 11th (MONTH) (D.Ayj Name and address of attorney or } ather authorized repre"sentative to whom 011 correspondence should be moiled. Will i am T.. Sunday 39 West Main St. , Mechanicsburg, Pa. 17055 That as.such Executors deponent is familiar with the affairs of said estate .and the property constituting (EXECUTOR~ADMINISTRATOR) - . the assets there~(and ~heir fair market value. , . . That at .the time of death there was no s~fe dep"osit" box registered 'in...deced.en~'"s individu.al name, Qr jointly wi th, or as agent or deputy of anuther, or in decedent's Individual" name; with right o.f acc~ss by. another as agent. or deputy, with the exception 'of th.e following: _ ,.. J" NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.-l.FE DEPOSIT BOX The First Main THIS SAFE. DEPOSIT BOX RENTED IN .NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Decedent Son Com an '\ That the contents of ~a id s.afe. dep~sit box or boxes are i te~ized under Schedules B&E of this return, with the exception-of the following, for the reasons hereinafter set forth: No value items see schedule - -. aj(.tache'd' _ _ _ _ . That Schec/u/e A attached hereto and made part hereof sets forth fully and in detail all the realproperty in the Commonwealth of Pennsylvania' of which decedent died having- an interest therein. It "also sets forth the mortgage encumbrances upoO'.ea',cll parcel of real property at the dat~:of death, givin.g the 'amount' ,still due 'at death,. name of mortgagee, d~te., rate of interest, and 'book and page of record. th~reof., .11"aI80 sets forth in the columns provided theref~re the assessed valuation "of each of said-par~els, the estImated market. value thereof as of date of death of decedent. That Schec/ule B attached hereto and made part hereof sets f~rth fully a~d in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's iIlJmediate possession, standing to decedent's credit in banks of d~,pos}t, savings banks, trust co';pa~ie-s," or o'ther institution"-s, whether individually, or in trust for any other"persoo"'or'p.eKions giving also separately the accrued interest thereon, if any, down:.to the last interest d.RY p.ri.or to decedent's death in the case of savings banks, and to the date of decedent's death in all other casis":"; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness .of the Unit~d.~ Sla:tesJlt; th;~ de-- cedent; .all obliga.tions:" whethe~ by statute or agreement they are designated as tax free,"::-~f the United/States, ." . ~~. . or any state, or political subdivision thereof, or of any foreign country, which are owned":.at.the time of death;. . '~ ..~ - all \vearing appa.rel, jewelry, silverware, pictures, books, works of art, household furniture, '"horses, carriages, automobiles, boats, an.d ~ny and ap other personal chattels of whatsoever, kind or nature, left by....d~cedent, together )Vith the fairly, estimated market value thereof; all bonds and mortgages held by decedent and'of all claims due and owing decedent at the time _of death, and all promissory nqtes ot o"ther".iitstruments in writing for the payment of money of which decedent died pos~essed, of whats"oever nat~re, .w"ith inter.est thereon, if any, giving the face value and estimated fair market value thereof, .and .if such esti~ated, f~~rd~Hirket v~lue be less than the face value, it sets forth brief~y the reasons for ,such:" d.epre:ciatiori'as, to e.acli.ite.m; all ~?p.e~s. payable to the estate from life insurance policies c.a"rried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and. dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's death and other investment securities ow~ed by the decedent at the time of dea~h, with the. market value there- of at such time. ~/~7f~ ~/9? / () - 1S,t(.. 9 In the case of securities ot close or family corporations, the values reported are as far as 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 buliness, and in support of the value of such interest there is annexed to said schedule, financial statements showing the asset. and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a atatement setting forth the nature of tne agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the busine.. a. 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 with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Scnrdul. C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transters of property, real or personal, within two years of decedent' 8 death, in contemplation ot decedent's death, ,or intended to take effect 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 tacta 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 copy 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 1n decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating Buch power attached to the schedule. That Schedule D attached hereto and m~e part hereof sets forth the names and addresses of all persons beneficially interested 1n this estate at the time of decedentts 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 ot 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 Scnedvle E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationShip, if any, or co-owners to the deceden t. That Sch.dul. F attached hereto and made a part hereof sets fOrth fully and in detail all debts and deductions claimed. tor and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence or the death of the decedent; debts and claims owing and lmpaid at ti,me of death; taxes accrued chargeable tor period prior to decedent's death (except those allowed under Section 6al 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, commdssion 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 1n accordance therewit~ That the totals of the appropriate columns in Schedules "AW, "B., "C", "E", and "F" as directed therein, have been carried forward and properly registered in the SummarYt 1 /~/"-H~. ~--I'~J Executor Subscribed and sworn to before me this ................................. 303 epherdstown . ,Mechanicsburg,Pa. ~<~~_1'~f~~~-!~~7055 '" C~!~BI;:L~~~G ;~~R~'~GH T 1'~~~:h.~t.1:~~~?~:~..~...~~:...~.?~~.?mm....m.... MY COMMISSION EXPIRES OCT. 22. 1978 (City or Town IlM StI1.te) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled 1n 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 ftB" are attached. Also make certain that column #1 in the .Summary" has been properly completed as above-directed. RC C_34 (4_73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENt SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent os tenon I in common with another or other, should be identified os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUA TION conveyanc:e by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrance$ upon eoch parcel ot death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATN In thIs. space) 'to be 1\s'tod 0." Schedule "FtJ and must not' be deduc:ted from this sc:hedule. NONE NONE MCfI-L , , Inserl this total opposite "real property", Schedule "AU in the X X X X X "As Reported" column on the last page of this return. NONE ~ Rec -35 '~,""" ell COMMONWEALTH OF PENNSYLVANIA TRANSFER 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 listed under Schedule "En. Intangible personal property, titled 1n the name of the decedent, but payable at death to another or others, including but not limited to P.D.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, wear"lng "apparel, househo.ld 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 anyundistributed estate of or income from any property held in trust under the'will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. /3. /4. /5. ,/ 6. v v' 7. -/8. /9. ~o. -::'c__,.i ITEM List and describe fully UNIT ESTIMATED VALUE MAIlKIIT VALUE 1. Checking Account #110-249 in The First Bank and Trust Co., of Mechanicsburg, Pa. Savings Account #500-201~n The First Bank and Trust Co., of Mechanicsburg,Pa. ~ Balance: Date of death .205 shs. The First Bank and Trust Co., 0 Mechanicsburg, Pa., in name of Mrs. Grac E. Becker 300 shs. Ohio Casualty Corporation in name of GraceE. Becker One (1) $5000 U.S. Treasury Note - 6% Ser- ies B 1978, #14261, dated Nov. 15, 1971, due Nov. 15, 1978, interest payable May 15 and Nov. 15 Coupons 13 & 14 attached $150 each Accrued interest 11/15/77 - 4/11/78 121.82 Two (2) $1000 U.S. Treasury Note - 6% Ser- ies B-1978, #27650 & 27651, dated Nov. 15, 1971, due Nov. 15, 1978, interest payable 99.3 May 15 and Nov. 15 Coupons 13 & 14 attached $30 each Accrued interest 11/15/77 - 4/11/28 hree (3) $1000 U.S. Treasury Note - 6-1/ % Series A~1979, Nos. 18749,18750& 1875 , dated Aug. 15, 1972, due Aug. 15, 1979, 9 :.Il/3 interest payable Feb. 15 and Aug. 15 Coupons 12,13 & 14'attached $31.25 each crued interest 2/15/78 - 4/11/78 Five (5) $1000 7% U.S. Treasury Bonds of 1981, Nos. 14703-14707 incl. dated Aug.15, 1971 due Aug. 15, 1981, interest payable Feb. 15 and Aug. 15 Coupons 14-20 incl. attached $35 each 98-1/ Accrued interest 2/15/78 - 4/11/78 10.6353 One (1) $10000 7-7/8% Treasury Note, Ser- ies A-1986, No. 19101, dated May 17, 1976 due May 15, 1986, interest payable May 15 and Nov. ,15 98 . 25/ Coupons 4-20 incl. attached $393.75 each Aecrued interest Nov. 15,'77-Apr.11,1978 19.79 Four (4) Certificates of Deposit issued by The First Bank and Trust Co., of Mech icsburg, Pa., in name of Grace E. Becker , , "'$5000.00 dated 3/3/75 4-yr. term . with interest at 7-1/4% payable __ ~very 3 months Accrued interest 3/3/78 to 4/11/78 1012.3.7 2. 1822.17 102. 20910.00 23. 6900.00 4965.63 99.3125 121. 82 25 1986.25 24.365 48.73 2950.31 9.50 28.50 4912.50 53.18 9878.13 2 319.79 5000.00 " ,39 -,' fl'- . . , DEPARTMENT VALUATION (Do not write in this space) r:,ljO\;l.37 I) f~Ol.1 '1 ~o C\ 10.00 I ' (p 100. 00 I if ql#S.w~ I I~\. g~ 1,~il#.;!S' '1'1. 1.3 ~,q5'b- 31 :l.~.SD l/; q l~. ~-n . 5~,1'il 'I ~W.I~ I ~1"l.1~ 5 (JOO. COO I ~..:l7 Rec -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* .n_ . "...... COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX 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 11&ted under Schedule nE". Intangible personal property, titled 1n the name o~ the.decedent, but payable at death to another or others, "including but not limited to PIO.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 riduciary in said capacity, partnership interests, interest -in anyundlstributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTI MATED MARKE.T VALUE DEPARTMENT VALUATION (Do not write 1n this space) 10. Contd. Brought Forwar -I $5000.00 dated 7/16/74, 4-yr. term with interest at 7-1/4% payable ever 3 months $60,948.65 Accrued interest 1/16/78 to 4/11/78 / $32000.00 dated 7/6/76, 6-yr. term with interest at 7-1/2% payable monthly Accrued interest 4/6/78 to 4/11/78 ,,/ $5000.00 dated 2/1/78, 6-yr. term with interest at 7-1/2% payable ever 3 months Accrued interest 2/1/78 to 4/11/78 5,000.00 85.58' $,19 (!>D. 00 86". Sf 32,000.00 33.33 3;) 000.00 I 3~. 3.3 5,000.00 ~5JO&O. 00 71.87 ~ 11.r7 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. x X $103,139.43 .$ W:3\ \~CV;:\-~ - . , . , , Rce- 3'6 COMMOXWEALTlI Ol" PENNSYLVANIA TRANSFEH INHERITANCE TAX SCHEDULE "c" TRANSF1~n.S ~~ '.\ , ~.~ ~ '~'" ,... Tj Jitfft. ~ ~ . '1$.'#~~' .~~ I1ESIDENT DECEDENT (1) Dirt decedent, withi.n two years ofdellth, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did rlecenent, within two years of rl~ath, transf'er properr;y f'rom hif!l.$elf' to himself and another or nthers (tnclwUng 11 spouse) in joint ownershjp? (Answer yes or no) 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 tl"unsfer. (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 therefor which .was to take effect in. po.ssession or en.1oymer.t at or after his dp.ath? (Answer )'es or no) Only w~th respect to Jo~nt property (a) }~'as there any possibility that the property transferred might return t.o transf'erer or his estate or be subject to his power of disposition? (Answer yes or no) (b) What was the transferee's age at time of decedent' 5 death? (5) Did decedent in his li!'etime make any trans!'er without receiving a valuable and adequate consideration theref'or nnder which transferor expressly or impliedly reserves for his life or any period which does n~t in fact end before his death: (a) The p,ossession or ef!.joj1Tlent of or' the right to income from the property transferred? (Answer )'es or no) Onl y with respect to j oint property (b) The right to designate the persons who shall po~sess cr enjoy the prgperty transferred or income there!'rom? (Answer yes or no) Only w~th respect to J o~nt property (G) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in rlecedent alone or others (7) Did decedent in his lifetime make a transfer, the considera.tion :for which waWbransferee' s promise to pay income to or ror the benefit of' care of' transferor? (Answer yes or no) (8) Did decedent, at any time, transfer property, the benef.icial enjoyment of' which was subject to change, because of a reserveri -power to alter, amend, or revoke, 01" which co'~ld revert t.o decedent l.mder terms o!' trans!'er or by operation of law? (Answer yes or no) Only with respect to j oint property (9) If' the answer to (8) above is in the af'firmative, 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 supporterl by affidavit by the attending physician as well as a copy or the death cel"tificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it' 5 fair market value at date of death, dates of tl'unsf'el'S aml to ...'hom trllnsf'erred, with relationship of tra.nsf'erees to decertent, if' any. Submit copy of any trust deert or instrument,. if trans- fers are claimed to be non-taxable, also submit detail en statement of facts on wh.ich said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION !~\RImT VALUE (Es tima ted) DEPT. VALUAT.ION (Dept. Only) None None N6"t\.U Insert this tot:tl opposite fl-Transfers", Schedule flC" in the "As Reported" colunm on' the last page of' this return. None Navu ~r--~ 11 ,I I LAST WILL AND TESTAMENT ",~ , ..'" ',,- "'-, I, ,GRACE E. BECKER, widow(:of :theBorough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound I' mind, memory and understanding; do make, publish and declare this to be my last Will and Testament, hereby revoking and making void ail former wills, cddicils and other testamentary dispositions by me at ~ny time heretofore made. 1. I direct my executors, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses i of my last illness and burial. 2. ,~ , .1. I give, and bequeath the sum of One Thousand ($l,OOO,OO)'Dollars to the First U~ited Methodi~t. Church, Fr",derick and Simpson Streets; Mechanicsburg,' Pennsylvania. " .. 3. I give and bequeath the sum of Five Hundred ($500.00) Dollars unto each of my grandchildren who are living on the day and date of ,the distribution of my estate. 4. . " '" All the rest, residue and remainder of my estate - real, personal and mixed - I give, devise and bequeath unto my children, Gilbert M. Becker, Genevieve B. Schrader, Janet B. Sudak and Sandra K. Coover, equally, share:and share alike. I " I 5. I authorize and direct my executors, hereinafter named, to sell privately my bank'stock unto any of my children who desire to purchase i , the same, provi'ded such child or children accept the offer to purchase I I the same at the' highest price bid at the ,nost recent public, sale pf I, suchst.ock preceding my death, or at the average sale price bid at,' ! the mo'st recent: public sale of' ,;u ~h stock followinq my de,ath and j during' the sett!lement of my estatE'" I >.i., ',:.---.-.- .. .....:..-:;;-...:.:.;- .:."';:.......__.~ _.~~.~_ '"",;l-",,-._~--....__ " r' ."11 I" t~':!;!:,~~i~ll ~.,-:,' . .l,_.~_.~_----,----.,' ,,,",,~!:,, .' . ,....: . . .f , . ";h, \. I I ", \ ,I '. ',~, 'r "[ i," . r :~- ~ ,f:<: , . 'I' ,r 1 Ii t I l I I , , t I I I I , , t, I I 1 , i I ." ! i I I i I , " r ,', I f I ! I I , ! ! : ,1' ';. 1 I 'I '1' ~~I . .~. -,.. i. ..........-'. '" .i .1 I :1 ........_~ .. 6. .-"- I appoint the natural parents of each minor beneficiary entitled to share in the distribution of 'my' e.'state as guardian's of any property which passes, either under this. Will or> otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not r otherwise specifically done so.. Such guardian shall have the power to use ~rincipal as well as income from time to time for the minor's i I education, support and welfare, or to make payment for these purposes, i without further responsibility, to th~ minor or to any person taking' care of the , ,I m1nor. I , 7. , I hereby nominate, : constitute and a.ppoint my son and my daughters, Gilbert. M. Becker, Genevieve B.. Schrader, Janet B. Sudak and Sandra K.. Coover, and the survivors or survivor of them, executors of this my ! ,. ~~ last' Will and Testament. IN WITNESS WHEREOF, I, GRACE E. BECKER, the testatrix, have 1 ~hereunto set my . this. / j ,..t, day hand and seal to this my last Will and Testament t~ (j of , 1973. ,AI/lee ;: I;"/'.{.V;/~/ (SEAL) i I I Signed, sealed, published and declared by the above named Grace E. Becker as and for her last Will and Testament in the , I presence. of us', who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto~ t I ~hL'-U//S{~~' . .' 1 , 1 I I i , , 1 \ , ) //2 J ,;}: ~~7'~~' 1- , '. I I - 2 - , t . ~ ; , :. .;':"-k~' . -----<.- ~ ;n~.~fi'\::}.;.;.\;~,l "':'u,...~ _~-. ~- i .- ~:-.------- l I ' -...- f , ,.. I I' , i I' 1 ", :1 " " \,: 'I I. ; " t, ., , , ,\'; , , 1 1 , I' j', r .1 . . J I I ,. :\ ;r [ I r I ,. f' t ,. , " , I , , 1 . ! '" I f t: . I 1 , , , I I I I I- i . ':',t , - BENEFlCi'AR'fES""AND ADDRESSES RELATIONSHIP SURVIVED -'. .. .<Q; (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY aYe an interest, vested. contingent or other are involved, set STATE YES IN ESTATE l wise, in estate) forth this fact.) OR NO BIRTH Gilbert M. Becker Son Yes 8/5/21 ne-fourth of residue . . , J)^~rl 101 M , J)~ 17flt;t; M,,{'''''~~~ ~ ' , . Genevieve B. Schrarler , y"", ?/If./?t.. \~a_ ^.f: ~a~irlll" 33'3 East Maule <::t~"et . . Antwi11e. Pa. 17003 , I T""",.' R <::"rl" 1< Daughter Yes 11/23/32 me-fourth of residue 100 Woodland Drive Mechanicsburg Pa. 17055 I Sandra K. Coover Daughter Yes 12/28/36 me-fourth of residue - 501 James Street , Mechanicsburg, Pa. 17055 I , , f . I . - f I I I r I . f , , I . I . i I ( h "l!~E ~:et" :11 ~ "0 "" -< .t;t: ~~j ~ Sw.S=: ~ e go ~ or: ReRr'1Y!Ji\br~peW<- . PeilSooll!fep!-operty. T raflsfers Gross, Taxable Estate C. B!1J TaJ!ahl~ EJtAt<: (S~.~.)$'$. ........ (S~I~.) $$ . .. (~h."G')d . $ $. $$ sJ SS. $ '$- S'$ S$ S's S$ $' ,. ," ~ '" ~>< '" '" >< o ~ Z ... ~~ Z c o :c c " o./:l ..... 'IJ ~ 'S ~'E =~~ >'"0 ...... r- Z ~~ Z"" t..lt..l _CJl ,;';:r; ~~ -"" .,-."" ~~< "'''''t..l ~..r:=~ ~r-~ :I:~:"" 1-00 ....~ Ot..l ~i- t..lS;: t:~ < /, .... o '" =.... t..l "'0 I- Lr..r.,.....-: Obti; ..-r:t.L:I I- CJl t..l il o .. "0 '" " " ~ '" l1Q " " Q ~ o '" cj .':: j ~, ~ - c :: i:' i5 ::U i5 U ~ o ~ .2 ~ " ~ '2 "';. " ~ ~ C - ~ ;,...., Ii: ::"" ::~ " 0 "".c 'C.:.: ~ ~ ~ ~ ~ g " :: ~ 0 ~U c:; ..l <( ..l~ <(<( CJlI:I: -", <('" C!:<( '" "'C <(Z C-': Z -.:t; ,..0 1:1:'" 0"-1 ",1:1: -.; C!: ~ " , ~. }CC~37. ('12-63)' . COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT I ! . i ~ ., SCHEDULE "0" IJ BENEFICIARIES , RELATIONSHIP BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED DATE INTEREST OF \'State full name-g--'a~' addresses of all who DECEDENT = ~ illegitimate children OF BENEFICIARY have an interest, vested. contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this facL) OR NO BIRTH First United Methodist Churc h None .Yes N/A $1000.00 Frederick & Simpson-Sts. Mechan~csburg, !'a. lIU:>:> I , i Christine Elaine Sudak ~randdaughter Yes 1/ 4/53 500.00 8 Marshall Drive, Apt. 11 Camp ,Hill, Pa. 17011 r . Robert!D. Sudak Grandson Yes ~1/13/54 500.00 100 Woodland Drive Mech~nicsburg, Pa. .17055 ! Steven B. Sudak Grandson Yes 7/18/60. 500.00 1 nn T.l",-,,-11 ~n.-1 Mech~nicsburg, Pa. 17055 I David D. Coover Grandson Yes 4/24/61 500.00 501 James St. Mechinicsburo- Pa. 17055 I . Crystal' K. Coover Granddaughter Yes 11/10/64 500.00 'i01 James St. Mecha:nicsburg, Pa. 17055 f Pamela E. Coover Granddaughter Yes 4/3/67 500.00 501 James St. Mechanicsburg, Pa. 17055 I Tonya M. Becker Granddaughter Yes 10/8/60 500.00 303 Shepherds town Road Mechanicsburg, Pa. 17055 I . Michae1L K. Schrader Grandson Yes 9/8/46 500.00 - . De anent further sa s that all the above-1fI1:M€cr 'ttn-'eTl'cifr1~s kleUr'clrin at this time exee t below: p y g p NAME DATE OF DEATH RESIDENCE ! .~ \ ~ ""':' -.'2~ .. .. .. "t;;:: = Oc Be '-i" E - .., 8 < ~. .:. . o .., --" "!!It: ~ E g, g .:! SUMMARY:' . u.u.,-u......(Sch. "A") .u...(Sch. "B") ..u.u..u.u(Sch. "Cn) Real Property personal Property Transfers .~. . - Gross Taxable Estate. (1) (As: !lepIlrteu) $".,-uOu $ J0;3.1J9. 4;3 $0. $. ." $..u $.103u.139 ,43 . (2) (~ DeWl'mfnWcY $ $ f-'" -.. $ $. $ . I- .., Z :. w =: .. ..l ~ .... " ... ~ ~ 0\ W ell 0\ m Q - - ~ .-l -< " l:I: I ~ ~ bll 'S co p.. P::. 110 p.. 0 '" 'tI " 110 ,... ~ -< '" ~. ;:l g ~ ~ I ~ W .a' '-. .-l W I- U '" .-l '" Q c N. ~ :c '" -< W 0 '" c Z 0 0 I- .. Z I- m ~ ..-4 Cll p.. -t ~ W . g ~ .... I- -- 0 0 w .c: ..c l:I: c ~ 0 U - 0 0 w' ~ ;; 110 <= W ~ .. W .. ~ .... ~ b 0 l:I: '" c 'S -< .... ;::. 0 ;;;:: 0 E ::l'S .!i = E ......""0 oJ C 0 ~-< U U I RCC~38 . c. I CaMMONWEI\LTH OF I'ENNSYLVI\NIA TH,\NSFEI\ INHElUTI\NCE TAX I RESIDENT DECEDENT .,. .~ SCHEDULE "E" JOINTLY OWNED PROPERTY ., . ~ *~ I~ST:RrCTIOKS: This schedule must d.isclose all property, real and personal, owned by the decedent jointly wi thl another or 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 nnder Schedule ItAIt,1 plus the date and place of record of instrwnent effecting vestlture, but do not include entireties , . or o,ut of state real. estate value in estate valuation column. Personal property should be listed as in Sche~dule~ItB",~plus date of acquisition, and the name, address and relationship (if any) of co-owners to , the ,decedent. Des~ription of Property, Date of Acquisition, NlUlle 1.un1 t Address and Relationship of Co-Owners, and Place Value ~f Record of Instrument, where Real Estate. ! X 00 ~ >0<: >0<: ~ '00:>< >0<: C>;x;?CX >0<: O<OO~ ~ , ')( ^/'> 1.~30 shs. The First Bank & Trust C .,. of Mechanicsburg, Pa., in names of Grace E. Becker and Janet E. Sudak, joint tenants with right of suvivorship, dated March 13, 1975 2.~ shs. The First Bank & Trust C ., of Mechanicsburg, Pa., in names of Grace E. Becker and Geneviev M. Schrader, dated March 13, 1975 3. ~O shs. The First Bank & Trust C ., of Mechanicsburg, Pa., in names of Grace E. Becker and Gilbert 11M. Becker, dated March 13, 1975 4.~30 shs. The First Bank & Trust C ., of Mechanicsburg, Pa., in names of Grace E. Becker and Sandra K Coover, dated March 13, 1975 102. 102. 102. 102. percentage Estate Share Valuation Y:'> >0<: 00 00 0< ~~O< X? ...". 1/2 1/2 1/2 1/2 I I 1530.00. . 1530.00 1530.00 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property ~ /' / 1530.00 / Insert this total opposite "Jointly Owned -property", Schedule "E" in the "As Reported" colWTDl on the last page of this return. 6120.00 .$ 10 \~O.OO Value of Decedent's Interest I, 5"30. ~ 0 I, 5 ~a.oo I) 530. 06 Il5~. ClD , < NO VALUE ITEMS 1. Delayed Birth Certificate - Reamer Henry Becker 2. Satisfied Mortgage & Bond - Reamer H. Becker et ux to Janet Lambert 3. Assignment of Mortgage - Ida E. Lambert, Executrix of Jacob. . C. Lambert, deceased, to Ida E. Lambert 4. Three (3) Depositors Notice of Penalty for Payment of Time Deposits before Maturity: #1659 7/16/74 #2580 7/ 6/76 #3675 2/ 3/78 5. Certificate of Registration - Reamer Henry Becker 6. 1942 and 1943 Income Tax Returns and cancelled check to Collector of Internal Revenue 7. Tax Bills 1942-48 inclusive 8. Cancelled check and cancelled Note Payable 9. Misc. receipts 10. Paper re auto accident (Bricker) 11. Sheriff Sale Statement ..; .. RCC.61 (6-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division Gi~~~~lE~.F lJ~~~ or APPRAIS~a1,t~i~a K. Coover 303 Shepherds town Road SOl James Street Mechanicsburg, FA 17055 Mechanicsburg, FA 17055 (Executor or Adm ini strator) In Re: Estate of Grace E. Becket Cumberland County - File No. 21-78-0199 Dear Mr. Becker, Mrs. Coover: You are hereby notified that the original appraisement in the estate of Grace E. Becker has been fi led in the office of the Register of Wi lis of Cumberland County on August 31 ,19~, Said appraisement reflects the fallowing valuations: Real Estate Personal Property Transfers Jointly Owned Total None 103,139.43 None 6,120.00 $109,259.43 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, 19,65 to June 16, 1971, inclu.sive; 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. 373. August 31, 1978 Si gned Title Chief Appraiser Date '-..--- Note: This is not a bill. I RCC-2 (2'~4) I COMMONWEALTH OF PENNSYLVANIA DATE AUgust 31. 1978 . DEP!<IRTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland BUREAU 10F COUNTY COLLECTIONS HARillSBURG, PENNA, 11121 APPRAISEMENT FILE NO. 21-78-0199 I I Grace E. Becker Borough of Mechanicsburg Whereas, late of in thel County of Cumberland Commonwealth of Pennsylvania, having died on the 1 11th day of April 19~, seized and possessed of an estate subjeJt to Inheritan'ce Tax under the laws of the Commonwealth of Pennsylvania; I Therefore, I, Ira K. Gleim . an appraiser duly appointed according to law, havink been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix , the ca'sh value of all annuities and life estates growing out of said estate, hereby file the following appraisement: Ih the event that any future interest in thIs estate is transferred in possession or enjoyment to collateral heirs of the de{:edent after the exp1lratton ot any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inherltlince taxes at the lawful collateral rate on any such future interest. I 1 Unit Appral,ement OncrlpUon of Anet Values Made for Inheritance Tax Purpolts , $ Real :Froperty None I Ferso.nal Frooertv 103.139 43 , Joint-Held Froperty 6.120 00 j Trans'fers None I I TOTAL ASSETS $109.259 43 + , ---- - .. - I 1 . I I . I . . Ii , I; , , I' - , , Ii ^ . , I: , ^ . I " , , . . . ,. I , , . . r , .. . . " I . .. I' .' . Having been duly sworn accordin~ to law, I do hereby certify that the above appraisement is made in con. formity with law on this 31s day of ~ .;i\u~1:' 19~. . . A-. N..Jifh ~ Appraiser . (lfumber and S~t) rrisburg , Penna. (Poat 0ftI:~) - . '. .,. Yl i" " ~ "" ~ '" <l - \ ... c, .. 00 ~ .. .. u Cl :) a) <1> ~ f"- a) ~ ~ ~ f. <I ~ a- ~ ... ~ "i E a-- ~ ~ ... 'S ... .. cr ~ ... .,; ..; i i ..; ~ 1 z ~ .. .. ... .;; i 'a .. .. -- Q Q ... e .~ 0> i" ~ ';:. ~ ... .. i I 1 .. ~ " ... 't. ... 00 ~ 2 ~ ... 0 .;; ... .... - -.: ~ .. III 0 .. ~ -.: ... ~ .. . ... .. S 1 t' .. \U ~ ~ .. \. ... t . t: Q '$; ~ a a '\ ~ Cl :s J:.. { ~ e .., ... ~ .,. .0 ... " c "" Q ... " -a .. III .. "e .. .. t'< Q 0 .. ~ ~ 'i .. ~ .. ~ Cl sA Cl "a ~ ,~ Q "i ;;; .. .. ~ .. ... \l:l i" Q .. ,~ \ .. ~ -.: ~ 'Q .;; ... ... \U .. '<.. "" ~ ~ c:> Q "'- " it. -.: ';jj Cl -.: Il.. ~ ._ ;4,1 RCC-42 1"771 SEP 1 ~ 1978 COMMONW~AL TH OF PENNSYLVANIA OEPAR',TME NT OF REVENUE I NOTICE OF DECEDENT ACCOUNT STATUS BANK NO; llo-~49-0 DATE Fll.e:D ~/l2/78 STATUS-OF ACCOUNT NOI (JOINT, TRUST, qR Ip.,tVESTMENT <j- RETURN COMPL ETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE NAMES ON ACCOUNT SOCI~L .SECURlTY NUMSER(S' Grnce E. 13ecb.r 167-1:0-0877 NAME SU,RVIVING DEPOSITOR (Beneficiary) INFORMATION. I RELAT.l0NSHIP TO DECEDENT. DECEDENT INFORMAT N NAME Grace E. Backer DATE O.F DEATH 4t:lJ./7 8 ADDRESS ADDR 5 . 19 .-1. j'1aple1mod. Me. BANK/INSTITUTION ADDRESS \.. - .. Th~ Fi:rst Bank & Tru.st CO. 11ain & l'ilU'ket Sts. i ~lccha."'IiesbuI'g, FA 1105" Msehalliesbur BALANCE OF ACCOUNT AT 000 INTEREST ACCRUED ANO.COLL.ECTIBLE AT 000 TO_'I.AL. _ ItJ 1:;1..3 7 CITY BANK AUTHORIZATION I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR'ECT REPRESENTATION, OF IN FOR.MATION IN OUR FILES IN ACCORD WITH SECTION 742 F' I &: E T AX ACT 0 F 1961. D}1;E '1-1 L/ -7K- ~ ,UO .....1...... Ill'ode.I oM O(",PPD IIIDlldIU3) ."(OlES), "'DIIDP ....pu.~ ...~. ....~.. .OU 1.0p ~.oop to _I. .~ .D A)lod.p .~ U.~M .U.O~~D ~~.I .. pAoll.. UI POAI.bOA .q II~I UOI.D~IJI"u DM o.U.O~~D.'II" "'DA""." .0 'DAI"".I .'11 to "OAppD pUD .IUDU .'lI puD UOIA"'I.IUI IDI~DUlt .'lI ~.IM 'lID.p to ..Dp .~. .D A)lodep UO '0 ....I.Aul .U._D .~ '.UOWAIOAUI '0 .llod.p .1'" .0 .uIDI .'11 to UDI._~ .~ to ..Dp .~ .uo....d "'"DO~.p .'11 to ..DU .~. lIulAl1I t-...~ ..UOA.~ to .UOIUI'DdoO .~. AtI.OU .. 'll00p .'11 to oIIp.IMDlI'I .....D dDp (oll UOA UI~IM UOI....IA"UI IDI.UDUlt .'11 to ~... .'lI oq IID~I .1 '.IP IID~I .UOWAI.AU! '0 A)lodop .'11 .. 1.II'Dd ."110 auo PUD 1"8"0.10 '."OUD "Of ",IIUI U! luo....CI ..0 uO....d D to .IUDU .~ UI '0 OJIM pUD pUDqI.~ UD'II "''lI0 IUOI.... ..DIU .0 .... to IOIUDU .'11 UI DIUDAIAIUUOd UI ....D~I UOIA"'I.IUI IDI~UDUlt D UI ......AUI .0 ....II-P "I A.uOIU U.'IM.. OAIID.PIAlpUI .UO...>>p .'11 Aq PIO~ I.uno~.y (E oooQCE$ '.pU. ..UDIDq D q.IM I.U.O~~D .Ulor It ol.U.O~~D OJIM pUD PUDqI.H U OI.!I'D<I pAl~ pu~ .UM pUD pUDqI.~ Aq PlOq qu.~~y IS o~DJ 01 pUD 'I.U.O~'D OADql '.IIO"'P to I..D~IJIA.IO~ ID ~.I 'I.Uno~D .UOWAIOAUI .Ulor It I.U.O~~y .I...L (t "".~~y IIUI'I~oq::> .Ulor (Z "".o~~y dUIA"$ .Ulor (I 01961 :f0 .L::>Y XYJ. 3.LY.LS3 aMY 3::>KY.LllI3HMI 3H.L :f0 trl MOI1::>3S ,UO .....I.bo. "I I'od.. Y . ' ....-';i ~l- 11-/'/7 " RCC-U (4-77' ~/-~, SEP 19 1978 BANK NO, . COMMONWe;ALTH OF PENNSYLVANIA '100-20149 OEPARTMENT OF REVENUE C> ' -~""'\., ISq--1 I DATI:: JiLt: NOTICE OF DECEDENT ACCOUNT STATUS ') '278 Submit in truplicate within 10 days after knowfeage 01 STATUS'OP ACCOUNT NO: (JOINT, TRU5_T, OR lNVESTMENT the death! Ind.. ' , 10" "".." . .,hI6-::. RETURN COMPL ETED NAMES ON ACCOUNT SOCIAl.. SECURITY NUMBER(S) FORMS TO LOC AL COUNTY Grace F.. Br-Jcker 167~!tn-0877 INHERITANCE TAX OFFICE . $URVIVING OEPOSITOR (B...f1cl...IINFORMA TION. DECEDENT INFORMATION NAME I RELATIONSHIP NAME 1i:~ 1~!iflf8DEATH TO. DECEDEN T. Grl\O!l Eeck~ . ADDRESS -j ADDRESS ~ 19 W. l-f.apll'lunod AVG. - \2.~ CITY COUNTY ....:I - M~C1han1esbU1'g n"m'h';'Ai ,,- ZIP CDD":I.70~5 BANK/INS'TITUTION ADDRESS BALANCE OF ACCOUNT AT 000 $ I -, INTEREST ACCRUED AND. COLLECTIBLE AT 000 $ ,lThe First Bi\nk& '!'rust CO. TOJ'_AL _ $ /,F';;:?,j 7 lClain & Hre<ket. Sf,S. BANK AUTHORIZA TION Nechanicsburg, PA 170$$ I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR"ECT REPRESENTATION OF IN FOR,M"AT10N IN OUR FILES IN ACCORD WITH SECTION 742 PI & E TAX ACT OF 1961. . SI~U'RE~FINA~z:m7~ C~TE "/<> v ..,., -Jl/-7f ". :UO ....In..... "I l.Ioda.I oN "(pappD II.oqd_ll) .. '(olnl , I.DlloP ....pun~ ...~. ....~xe .OU 1.0p ~."p .0 _I. .... .D H'Odep .... U.~M .unO>>D ~~n. OJ f'loIl.. UI peAln.... .q II~I uOI.D~ItIJOu oN ..uno~~D.... OJ ..00IAAn. ,0,oAIAAn. .....0 ....ppD pUO ....U .... PUD UO\.OI,.IUI IDI:MIDult .... ",IM .....p .0 ..op .... .D HlodDp UO '0 ......Aul .un_o .~. ....~IDAUI '0 1I.0d.P .1'" .0 .ulol .... .0 uOI....~ .... .0 ..op .... 'uol..d ......~.p .... .0 U'DU .~. IIUIAIII .00..... .n..A.1I .0 .""l.Iodea .... .It!.ou OJ .....p .....0 .IIpaIMOU~ ....D dDp (Oll uOJ ul~.IM uOI."H"ul ID,~uDul. ."'.0 04,.. .... oq II~I II '.IP IID~I ."~I.AU! .0 .110dep .... OJ I.HADd ."1 to auo pua ."."0.10 '..OUD .101 II""" u! .uo....d '0 uouad D .0 .IUDU .... U! '0 .JlM pUD puoqln~ UD", .....0 IUOI.Dd "0.. '0 OMJ jO IDlUDU .... UI D'UDAI~IUU.d UI ....D~I uOHnH.lul IDI~UDUI. D U\ ......AUI '0 "'H"odDp "I MU_ U.'IM.. '~IIDnpIAIPU\ ......~P .... ~ Pl"~ I.unn~y (& OO'OCE$ '.pun .~UDloq D ",IM l.unO~~D iUlor cr: 'l~unO~~D .JlM pUD Puoq'"H (l '".Il.IDd'f'lI", p.UD .JlM pUD puoqln'l Aq Pl"~ I.uno~~y (S .....OJ 01 pUD 'l.unO~~D .'D~I 'HIodep .0 1..~I.Il.I.~ ID ~nl 'I.Uno~~D ."~IDAUI .Ulor 0- I.uno~~y .....1 (& l..nD~~y IIUI~~"'I:> .U\Or cr: I..no>>y IlIulAOS .Ulor (L 'l96l :10 .1:>y XYl :UYlS~ aNY ~:>MY.1II1~HNI ~H.1 :10 ttl NOI.1:>~S :UO p..ln.... '1 l.Iod.. Y