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" ,"WefuiVe 'your' letter, dllteci JIili.e' 25;' 1979 j ~wi th . attachment; documenting/'. ,,',:;' ~ . an error. in ~the record filed in the, captioned estate, e~,' ~ .;-~ ,>' , . . > The 'atr~s~nt fiioo\)~tobei;'i~?i!178' -i~'3m:ro~~,,~' ~~t ;};avings F ,,; :':" .:'M "'-'.' . ." .~, accoUnt nunber,1~08158::S; With' Citizens NationalBiulk imd"Trust Company, ,.'W'-" " ':": ,.~';".", , ,1~ jourtly he1d;ytith:Ulla Z~ ,c:ompton. and~is t1ius ~lued.at~e.~~_1ft9f.',J,:':>':F~-:.~"" ,;;~ 'l.ts full balance or $538'59' . .... '.... ...,.~ ..' ,,. ~'" .,.. ,-.. . ;', , ~ '}, j" ';;":i~,:'~"E",..r >. .r~';t. ,~;.'. ..~Z">.;{ " ~~~",."';" '~;;'Lr >": ;'';t' ,:?Ourrecoras.,~l1!now ref1~ctpersoniUpropertY'tota1:\-ingJ10,045,1l;' ".'t . , . '" . and: jointly h~ld'property';va1uOO' at$r;497;94; fot'a 'gri1ssestate),f ,-.;.}':. I,'j \;;;~-l;'; '$1-1 543 05 L" '.' ,. ,,' d'.. .. ". .",.,', '. '," <. "."" ',,""'1: ':... ' . ." l' .,:- ~,~... ' . ._,.;,..".. k.. ....... 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", .. .' . . ... ...~. . . '-~ ,.. . , . .f ,: c~ .~, '~ .,. .' , fifth/' MI.15 I" .f'. RCC~33 (4,;73) l-'-"" '._ ~/-lf-.:!Af COMMONWEA'trH -O~ PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ,'.. RESIDENT DECEDENT COUNTY OF 21978 CUMBERLAND IMPORTANT, This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills 'of the County where decedent resided; Return is due within nine :months .,after date or. death, unless a"n extension is granted by the Secretary of Re'otenue. (Section 703 of the- Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF ,..J EXECUTOR AFFIDAVIT OF EVA D. COMPTON (STATE FULL NAME OF DECEDENT) Late of Lower Allen Township ~~~~ Stotc of J-.ennsyl vani a County of Cumberl and },,, The Commonwealth National Bank. by John E. Garry. Estate Tax Manaqer. tl<<JO)(IOXltl(lXiK Execut.or and say' Decedent died January 25 , 19~{tcstate leaving a last will,. copy of which i~ he~eto c:attached~,} (YEAR) )6*XIiliHt . . "' lMONTH} Nome and address of attorney or } other authorized representotive to whom all corres.pol,dence should be mailed. (DAY) The Commonwealth National Bank. 10 South Market Square. Harrisburq. Pennsylvania 17108 That as such_ Executor deponent is familiar with the affairs qf said estate and the property constituting I EXECUTQ R-Koo.xX,*XXXXCX,* the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in deced,ent's individual name, or jointly with, or as agent or deputy of another, or in dece"dent's individual name, with right of acce~s by another a.s-agent or deputy, with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF REL.ATIONSHIP OF JOINT HOL.DERS TO DECEDENT That the contents of said'safe deposit box or boxes are itemized under Schedules N/A of this return, with the exception. of the following, "for the reasons hereinafter set forth: That Schedule A alIached hereto and made part hereof sets forth fully' and in detail all the real property in the. Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mor.tgage encumbrances upon each parcel of. r-eal property at the date of death, giving the ;amount still due" at death, name of mor~gagee, date, rate of interest, and book and page of record, ther~of. It also sets forth in the columns provided therefore the ass.essed'valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully.and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the dec~dent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks; trust companies, ot other institutions, whether individually, or in trust for any qther per~on or per.sons giving also separately the accrued interest thereon, if any. down to the last interest day prior to decedent's death in the ~ase of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de. .....~-,... cedent; all obligations, \~hether by statute or agreement they are designated. as tax free, of the Un~tea'--S~-~t~s,~IC"''''''''''" or any state, or political ~ubdivision thereof, or of any foreign country, which are o~ned at .t~e:"~tini~ or':deaih;:';' <_~~ an "i-ycaring apparel, jewelry, silverware, pictures, books, works of art, household furniture,. ho';se~, ~~';rria~~s, ~ 'f ~ automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by--decedent, 2!'...-:: together with the fairly;_estimated market value thereof; all bonds ,and mortgages held by deC~d;n.t_~~d'of all_~"-.~-! claims due and owing decedent at the time of death, and all promissory- no~es or other"instrum""e~ts~(irfwritini.~~"'\)-i for the payment of money of which decedent died possessed, or' whatsoever na,tu~e, with interest tli~h::on, if"' "><~~ any. giving the face value and estimated fair market value .thereof, a~d if such "e'stimated f~i~,market v~J~e be A less than the face value, it sets forth briefly the reasons for such deprecia~ion as to each item; all moneys payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and- dividends due thereon and unpaid as of the date o~ death, bonds and accrued interest thereon to the. date of decedent's death and other investment securities owned by the decedent at the time of death, with the.market value there. of at such time. , " " " " II ~ , In the case of securities at close or family corporations, the values reported are as far aa possible substantiated by financial .tat~ent8 of the corporations, showing the 8ssets and liabilities thereof as of the date of death. Tbe Ichedule a110 sets forth the interest of decedent at the time of death in any co-partnership or businesl, and in support of the value or such interest there 1s annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or ~u81ne8s. A copy of the co-partnership agreeMent, (if oral, a statement setting forth the nature of tne agreement) together with a stateMent setting forth the character or 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 f'orm, together with the f'air market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Sch.dul. C attached hereto and made part hereof' sets forth a true answer to each inquiry contained therein and in the cale of transfers of property, real or personal, within two years of decedent's death, in contemplation of decedent'. 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 facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in posselsion 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 pa~8es 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 schedule. That Sch.dul. 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 deeedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time ot decedent's death ot all minors, annuitants and beneficiaries for lire under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's wl11, if any, died prior to decedent, the dates of' their death, their issue, and the relationship of such issue to the beneficiary. That Sc~.dule E attached hep.to and made a part hereof sets forth all property, reel 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, of co-owners to the decedent. That Sc~.dul, F attached hereto and made a part hereof' sets fbrth 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 admdnistration of this estate; counsel f'ees 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, 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 in accordance therewit~ That the totals of' the appropriate columns in Schedules wAw, wBw, wew, wEw, and wF. as directed therein, have been carried forward and properly registered in the Summary. THE COMMONWEALTH NATIONAL BANK Subscribed and swom to before me thia ................................... ........_........._._...di.~... ...... day Of~mm..19....Z!L. By;...~;f~~.kE.staie.TaXM9r. ....................._.m.......................~..a.,Ji~..................m._...... ...!O'..~.<?~~.~...~..r.Ke...L~q\l.._r.:!!..........m................__ U NOTARY PIIauc (Street Numb.,.) My Commiuioo Ex,i... Octobe. 13, 1980 ..I:lardsbur.g......Penns,y.lllani.a...........11.108................. ........... " ~ c-. (Citv or Toum ..mI Sta.te) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are f'1l1ed 1n with details or the word wHonew, and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest 1n any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule RBft are attached. Also make certain that column #1 in the WSummary. has been properly completed as above-directed. , / .. f , , I.J , . , . " RCC-34 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDEN, ,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 quontum of interest and the estimated value should be that of the decedent's inter~st only. (Property held as joint tenonts with right of surviorship or tenancy by entireties should be reported on Schedule "E,") The real property locClted In the Commof1wealth 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 conveyance by which the decedent took title; If a farm state number of a- FOR YEAR OF ESTIMA TED CAUTION eres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, ete./ore DEATH In this spaCG) to be listed on Schedule HFtJ and must not be d_educted from this schedule. N 0 N_E~ NONE , , , ~ " Insert this total opposite "reol property", Schedule "A" in the X X X X X "As Reported" column on the lost poge of this return. NONE liON E ,," ;',' 'i. :' " RCC -35 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 In th~ 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 accotu1ts, must be listed, despite the fact that they are not of' the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearl~g 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 any undis tributed 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 ESTIMATED VALUE. MARKE.T VALUE 1. Citizens {o ledl?: . t1 /lA . 4. 5. Savings Account No. 1-08158-5 with National Bank and Trust Company Interest accrued on item~l Savings Account No. 17522 with The Merchants Bank Interest accrued on item no. 3 Certificate of Deposit No. 4686 with The Farmers and Merchants Bank due 1/12/79 at 6% Interest accrued on item no. ~ Checking Account No. 030-56587 with The Farmers and Merchants Bank 2. 3. Farmers and 6. 7. 8. U.S. Treasury Series E Savings Bonds 9. 10. Face $ 25 25 50 50 50 50 50 50 100 100 100 100 100 Equitable Cash Dated 1-1944 6-1944 5-1945 10-1966 11-1966 8-1966 7-1966 12-1966 4-1967 12-1969 5-1969 11-1967 1-1968 Val ue $ 68.39 v:::: 67.24...... _ 128.44/ 65. 50 ..,r 65.50/ 65.50~ 67.48 \./' 66.04/.......- 128.24v 116.60 ~ 118.48~ 1?5.60~ 126.84. Life Assurance Company Insert this total opposite "Personal Property", Schedule "B" in the "As Re-ported" column on the last 'Page of this return. x X 1,068.97 8.22 3,117.90 .39 4,500.00 10.50 1,185.95 1,209.85 15.82 4.70 11 ,122. 30 DEPARTMENT VALUATION (Do not write in t G'~.9p r.'" I' 1/7. ? (j .:Pj tf;l ~C)O. 04 /o.,ro /1n;9Y'" ~U9.?f I r..r"l- Lf.70 I D (5 1-{,6, I / ').. ').... Jd '?~~~i~!~~~~~~~?~!~J;;f'(~~~~:;t' .,'.' ~~"" "';'i;;tl"'~f:::r~T~m;;;"~I~I'~ ' " - ," .- ':! jJ'-~ i ,," 7" : ~-.~.' ! 'WXJrltl t1 . ';1", -;:0;""'-' .".-:.~~:: . ,..;~.",;:'. ""~_:".-"c' ~ __ ..~ '.. .... -, .-...-'.- \,,':- <:~ ", ",'.::". c;'\ ,~, ,'., /Jz'" ',,' , ~. / . . CIT1ZENS -'-. /,' , OF l./ ,1l1lollat dla/ill:. ~D TUlJBT UOMP.AN'V " WAVNESBORO ~ PENNSYLVANIA 1126B H. RICHARD NULL "'Co; P,.;t.SiOE."'T",NO CASHI.." May 8, 1978 Commonwealth National Bank 10 South Market Square Harrisburg, PA 17108 Attn: William H. Bogel, Trust Manager Re: Account #1087585 Eva Day Compton . Dear Sir: Confirming our phone conversation of this date please be advised that Eva D~mPton was the individual owner of Savings Account lFl-08l58-5 with a balance of $1,068.97 ~ January ~~1978 and that there was accrued interest to that date of $8.22'fiot included above. The account was' originallyopened July 5,'1961, 'and is a day of deposit to day' of withdrawal account with interest being posted March l'st, June 1st, Sept. 1st, and Dec. 1st. However',' interest is paid to 'date of withdrawal between; posting cycles, The savings account is the only activity with this Bank. Your supplying us with a short certificate and the passbook with your request to withdraw' is all that is,necessary to close the account. ", ,,~ . Sincerely, , . . /1.0/ /? t,)... /(" /f'ft."j:....~u~(//U/'- , H: Richard N~ ' Vice President , HRN/lkm , .<?io.. . .7;~ ~~,~~;~. ",.'; RCC-3b .' .<., '. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" T RAN SFEIlS ~ 'WlP" RESIDENT DECEDENT (1) Did decedent, within two years of'defl.th, 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 decedent, within two years of death, transfer property from himself to hlm~elf and another or others (inCluding a spouse) in joint ownership? (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 N/ A (b) State of decedent' 5 heal th at time of making the transfer. (Note 1). (e) Cause of decedent's death. (Note 1). (4) Did decedent, 1n his lifetime, make any transfeI' of property without. receiving a v"aluable or adequate consideration therefor which was to take effect in possession or enj~yment at or arter his death? (Answer yes or no) No (a) Was there any possibility that the property transrerred might return to transferer or his estate or be subject to his power of disposition? (Answer .yes or no). No (b) What was the transferee's age at time of decedent's death? N/ A (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves ror his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others N I A (7) Did decedent in his lifetime make It transfer, the consideration f'or which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transrer property, the beneficial enjoyment of which was subject to change, because 0 f a reserved power to al ter, amend, or revoke, or which coul:d revert to d~cedent under terms of transfer or by operation of law? (Answer yes or no) No (9) If the answer to (8) above 1s 1n the affirmative, was the power to a~ter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) 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 certificate. NOTE 2: If answer to any of the above questions is yes, set forth belo.w a d;scription ?f t~e property transferred, itt 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 DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE HONEI I . Insert this total opposite "TranSfers", Schedule "e" in the "As Reported" column on the last page of this return. NONE liOJ~ 8 - ..oIl'- " RCC"31 (-12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT 4,: " SCHEDULE...:'D~' BENEFICIARIES *~ ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step.children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY a~e an interest, vested, contingent or other are involvedl set STATE YES IN ESTATE wise in estate) forth this fact.) OR NO BIRTH Ulla Z. Compton Sister Yes Leqal Res i due 5100 Fillmore Ave. . Washi ngton Ho se .. .. . ... ,.... . Alexandria. V1rainia 22311 . . . . . , , De~onent further ~ays that all the above~named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . . , . . " '. ~ o . ~'l" "'-.;" i: f: .s .. e ......... ~ S"- _'Q.O .~ E " < o' ~"i ~~i gS,;! SUMMARY ....(Sch. "AU) ...(Sch. "BU) ....(Sch. "CO) Real Property ... Personal Property Transfers Gross Taxable Estate (1 ) (As Reported) $..... $.., $... $..... $ $ (2) (As Determined) $ $ $ $ $ $ I- 1 z l; w .. ~ ~ ..l ;.. W ~ -< V> Q f!l - -< ~ " llIl t<. 'S A. "" 0 " A. "" ~ ~ <( ~ W :.. -< W ... I- ~ Q c 0 ~ :t ... ... c ~ 0 I- .. Z l- V> "" t<. .w - Ii: ~ 0 0 ..c c ~ ~ a: 0 :c w ~ ~ .. t: - " b 0 ~ c ~ ~ - 0 'S 0 j::' E = 's .-: .. 5 S ,~ "I:l j 0 0 ::::~ u u ~ , ,. RC,C-38 ~y . , " COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY " INSTRUCTIONS: This scherlule must disclose all property, real and personal, ownerl by the decedent jointly wi t-h anot.her or others, including intangibles, standing in the name of the decedent and others. List real estate f'irst, as entireties, or joint tenants, giving brief description, as indicated lmder Schedule IIAII, plus the rlate and place of record of instrument e~fecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property sh9Uld be listed as in Schedule liB", plus date of' acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisitiqn, Name unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share .Valuation of Recorrt of Instrument, where Real Estate. 1. U.S. Treasury Series E Savings Bonds held jointly between the decedent and Virginia Compton Thrush Face $50 100 100 Dated 7-1967 5-1968 5-1970 Value / $6if:""70 123.16// 113. 20 50% 2. U.S. Treasury Series E Savings Bonds held' jointly between the decedent and Mary Evelyn Tyler Face $50 50 50 50 50 100 Dated 5-1967 5-1967 2-1946 4-1946 3-1945 5-1970 Value $ 64.12/ 64. 12 ~ 125.46 ./ 125.46 :;/ 128.44/ 113.20 50% 3. U.S. Treasury Series E Savings Bonds held jointly between the decedent and Ruth Tyl er Marti n Face Dated Val ue $50 , 7-1967 $ 64.70/ 100 5-1968 123.16/ 4. U.S. Treasury Series E Savings Bond held jointly between the decedent and Vernon C. Compton Face Dated Value / $100 4-1967 $128.24 5. U.S. Treasury Series E Savings Bond held jointly between the decedent and Ulla Compton Face Dated Value / $50 5-1965 $ 68.16 V 6. U.S. Treasury Series E Savings Bonds held jointly between the decedent and Phyllis Reynolds Wagner Face Dated Value /' $50 9-1967 $ 62.80 t/ /' 100 5-1970 113.20./ 7. U.S. Treasury Series E Savings Bpnd held jointly between the decedent and Janet Tyler Heinly Face $50 50% 50% 50% 50% Dated 6-1967 Value /' $ 64.70"""" 50% 150.53 310.40 93.93 64.12 34.08 88.00 32.35 Insert this total npposite "Jointly Owned Propertyll, Schedule "E"; in the" As Reported" colwnn on the lust page of' this return. CONTINUED DEPARTUENT VALUATION CAUTION-Do not Write In This Space. Value of Entire property Value of Deceden t' s Interest 1,0 r;J ,>/o.c,to 'I J,7'} bt/.I2- 7 y. 0 fY ff. (J(J 3:L.3f . ,.- ~ .-.::- ReF-sa ,- RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owner! by the decedent jointly wi t.h 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 Imrter Schedule ITA", 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", VIus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name Address and Relationship o~ Co-Owners, and Place or Record o~ Instrument, where Real Estate. ~XX J( J( ~~cx 6<:C>OCX:x >603<XX ~ ~XXXX ( 6<: . . unit percentage Estate DEPARTl.IENT VALUATION Value Share Valuation CAUTION-Do not Write In This Space. 3< Y> . Value of Value of 0 >0< 0 Q ~ Entire Decedent's pro'Perty Interest 8. U.S. Treasury Series E Savings Bonds held jointly between the decedent and Josephine Compton Feeser Face Dated Value / 9/.71 $50 9-1967 $ 62.80 / ./ 100 8-1968 120.68 50% 91. 74 9. U.S. Treasury SerieS E Savings Bond held jointly between the decedent and Dorothy Compton Current 31 ~.. Face Dated Value /" / . $50 9-1967 $ 62.80 50% 31.40 ./ 10. U.S. Treasury Series E Savings 80nd held jointly between the decedent and Chester J. Compton Face $50 Dated 10-1967 Value / $ 62.80 v 50% V ;31.40 /' J I 'it; 11. U.S. Treasury Series E Savings Bond held jointly between the decedent and Willard Compton Face $50 Dated 10-1967 Value $62:"80 / 50% /' 31. 40 ,./ 3 1/1 (J Insert this total opposite "Jointly Owned Property", Schedule "E'" in the n As Reported" column on the last 'Page of this return. 959.35 7~9', )j " . .-~ _.. ,-i .'_ .. -~ ., ,}. .' ,'-' RCC-39 (!50-eal COMMONWEAL. TH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIOENT OECEOENT SUMMARY Es ta te of Compton (Last Name) Eva (First Name) D. (Initial) DATE OF DEATH 1/25/78' FILE NO. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules '~A", "B", lie", and "E". Dated: 'tJ~ J'D_ '7 <j ~ N,,)j~~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "P", which gre:ater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint - Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED $ 0 $ VALUE AS REAPPRAISED $ 12,081 65 3,336 71 8 744 94 Valuation of life estates Of annuities. . . . . . . . . . . . . 0-' . . . . $ ESTATE TAX ASSESSMENTS $ t= .t= 't= FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate , COMPUTATION OF TAX 2% 6% 5% 10% 15% * $ $ $ $ $ TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of, Revenue. . Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ BALANCE DUE Add interest at rate of 6% from to $ t= $ C $ L t= $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY A.DJUSTMENTS NOTE: Where subsequent adjustments are made to the above cumputation of tax by the Register of ~ills. for proper reason, same should be noted below, with short explanation. . .' -, ,.. 0\ ~ ~ 00- ~ 'W .,-. \a ~ ! s::.. <It. oS t <II ~ :>" '-a ~ 0 ~ ...:;, 1-', > - ~ ~ 0 ~ ~ p.. 1-'. '" "", ~ ~ ~ g,." (I). C' ~ w 5 ..-. <<S' \" '< ..-0 ,.....:. I>- W U., <:c s,.., ~ ~ ;x: '0 ~ . s.. (II' '0 0 ,.. 0' 11>. ~. -5 ~ Z \>0 ",: ~ :>' ... 0 u ~ 0 ::>' ~. <II =' uJ - t g ~ 0 ~ ~ - ~ \ 0 .a <II " 3 0 u .~ ~ u " ~.s .~ "tl ~< . . " RCC-81 (6-731 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TQ Inheritance',Tax Divisl~~.:" NOTICE OF FILING or APPRAISEMENT COmmont.tealth National Bank 1510 Cedar Cliff Drive Camp Hill, P9M.Q. (Executor or Adm ini strator) ",':' (~. . I :,.' ii:' :', In Re: Estate of, Eva ]); COlIlpton t'!Itn'JhAT'1 AnA County - Fi Ie No. ?1.7R_O?1<; Dear You ore hereby notified thot the n""g""'" opproisement in the estate of P.1t" n. r.nmpt:nn hos been filed in the oHice of the Register of Wills of (!ttmh"..l"..tI County on 16 O~tober ,19~, Soid oppraisement reflects the following valuotions: Real Estate Personal Property transfers ' Jointly Owned Totol (l~:i22~3<L ;> -None : ~35) 12.081.65 /0 DJ/S.rl I/.fQ1.q1 II ,,'H. oS- As to such tox that is paid within three months from ,dote of death, 0 five (5%) percent discount is allowable. As to ony 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 dote of death, interest at the rote of six (6%) percent per annum is charged. ' Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice os provided by Section ,1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 37,4. " Dote '16 Oetober 18 Signed ~~_ Je ~...;.. , '\..-\.1:". Chief Apj?raiser Title Note: This is not 0 bill. RC C-2 (2-64) \ O-\lo-1t'> COMMONWEALTH OF PENNSYLVANIA DATE '""i.;' . ";,;;' DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTYc..~ BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. ?\-l<a -OL.lS Whereas, ~~ll7'- O. (~ late of " . n.OO. .\~, in the County of C~~O. .Q Commonwealth of Pennsylvania, having died on the L- c::; +JL day of .;)n ~~ 19~ seized a~d possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; , Therefore, I, \ /\...h.- C ~ 0 n , . . 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. Unll Apl)rallement Delcrlptlon 0' And Values Made for Inheritance Till Purposel Q ~ C1 9,,--^ .. $ " Not0t=- ~^-- () \? ,....,--"'^ ~ (.{J0t-/S, / 1d1 \'2. L- 3ffi \"" {} '" --c::> =- It-..: ONE ~d -re ~. L, = () () ?/\_~. II J J.j 11, l ~t-/ UlSq 39 --....J '-...) -....J \ ..07 o G~.~ \'2.0'0 l !OS " - - - - - ' I Having been duly swOrn airding to law, I do hereby certifY~~ appraisement is made iJ:! con- formity with law on this h day of . ' , ,~ 191 Q, . Appraiser ~-;;;an~~ , Penna. (Post 0fD~' 1#,". '.- ~\ "" 0- ~ ... '" - ?> .., :;;;l Z '" i " ~ i " <> " '-' Q ~ 00 eD~ 8 ~ re . " " ~ 1 ~ ~ " " .. ... c::;l ." ! i ..; .0: .!. .; '" '" '" % ~ .., .::l '" .~ ] ~ I 0 .. 8 .~ it '" e- " 1 < e- o .., .... .... t: .... ... ~ :0- IS, "" .... " I ~ '" ~ " - 0 .; os "'<:: "'<:: "'<:: <.l " -..l .. " 1 "'" '" ... S ... - i ~1 ~ .., . ... t " "-l g " ,.a " ~ .. ~ t: Q ,. ~ "" ~ ~ 'G, es .. 1. .. ;; "';; '" e- ~ " " '" ..l .~ - " '" II:: t:::l Q " Q ;; .~ .... "-l Z ;:; " '" ~ .. "'<:: .. .~ " " ~ ~ - .., '" "'l ... " 1 .; ... ~ II:: ~ ~ " '" it. "'<:: ;; "" .. '" "'<:: I>.. .. Q 00 '" 01