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HomeMy WebLinkAbout04-01-80 (2) /f-I-N- - ,000. uNDER SECTION 701 OF "ACT OF JUNE 16, 1961. EFFECTIVE JANUARY I, 1962. (fiLE IN Form No. REV-464 RHIS FORM REQUIRED IN All ESTATES WITH 9UPlICATE WfTH COPY OF WilL ATTACHED) ~ ~UPPLEMENTAL'/ OFFICE OF' THE REGISTER OF WILLS 0( (-1 f'-3 $ *' County 01 Cumberland 01 305 E. Simpson St., Mechanicsburg, Pa. (Addreaa) Clare B. Hopple, Jr. (Name) being duly sworn according to law. dllposes and-saYl! that he is the Executor Hopple, Sr. . (Exec., Adm., Legatee, Etc.) aka Clare I whose iast residence was 305 E. Simpson St., (No.). (Street) deceased. and that the whole 01 the estate of said decedent. who died De c. 24, , (Date) 01 the estate 01 Clare Hopple- Mechanicsburg, P-a. (City. Borough orTownshlp) consisted of: 1977 -REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF- MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Estimated Real Estate . Value None None . - - " .... .. - " , - - .. . - , - Personal Property CheckinJl: Account No. 131-343-6 with The First Bank and Trus t - Company of MechanicsburO'- Pa. Balance as of 12/2),/77 9l7.7L. - . ,~. . . ~.,.... . ,- ,- . -. ,- ~ \ - v NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution OI" mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the elate of death and the type of account, account number and the exact name or names in whicbthe account is registered. Jointly Held Property Estimated Valqe . None None TranlIfen within TWO YEARS Prior to Death None None 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, or in decedent's individual name, with rigbt of &CceiS by another asagent or deputy, with the exception of the foUawing:- 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 NAMES OF HOLDERS TO DECEDENT See ori~inal report-no change - BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If ..eJ><hiIdren 01" DECEDENT TENANTS OR INTEREST OF (St&te fuB names of all and their addreut8 who have an in. iJlecitirnate children STATE YES' ANNUITANTS BENEFICIARY teresi. vested. contingent or othawiee, in estate.) are involved, eet OR NO AT DEATH OF IN ESTATE forth this raeL \ DECEDENT See original report-no change all 6%---- . "" DEBTS AND DEDUCTIONS CLAIMED : List first five items in the spaces so provided., observe notations thereon, and ~ruction8. Funeral expenses paid , AMOUNT DEBT OR CLAIM NATURE OF SAME Famllyexemption (will not be allowed unleu decedent died residing with a spouse or children.) Administration Expense. . Counsel fees. Fiduciary commission . OTHER DEBTS AND CLAIMS (.) See Note below ~ ~". "" " Total Note: The!,..tateagrees to advise the Register 01 Wills if the amount actually paid in settlement 01 any fee, commission or debt is greater or' less than the estimated amount claimed and allowed. , () 'r ( . ," "7.,r_."'~-r.;":a.........8 e~(}~u. ....... ~ i~~~ .." p .~::b~i:~~:~N~:-:~;'7~;'.... u.. ",t1A\1\ot.? ;t^..._~_..':::;-REG:~TE~ ~_~::~s "",_ _ .. . .. . .. . ..' rei;1i 'o~ io;;'~ '~';dS;~te)" .' .. - , ~YI"[:l'l~-;J-\' . BER~ing belm',d~yswcJtill;cc~rding ~ law;'I do hereby certify that the above appraisement is made in conformity with law on this I ............................ .~.:--: .-day of... ...'. .. _.. _... ......... .... 19..... , , Appraiser In the event that any futore interest in this estate is'transferred in possession or enjoyment to collateral heirs of the decedent after the ~xp~lion 01 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. REPORT OF TIlE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . Co~ty, Pennsylvania, do respectfully repor:t that I ha~e I allowed debts and deductions in the amoonts claimed by deponent, except as to those Items where a greater or lesser amountls set forth In the Iastco1umn to therigbt in said sehedu1e above, which greater or lesser amount represents the sum allowed as a deduction. I D.led:.......... -...... _" -.. -........ -- - -..... --.. ..................................................... Rqrisier of WiUs i ~ ~ '(") t~ j .. 10 :t""' l( J :l ,;t> > -. ~ 0 '::<1 ::J e. '" g ..... :t>J "" I III 0 l".I tIE ..... '3: :P:: l".I il ;g !. :(1) .0 III a. .(") ,0 ..." 0 0 ~ ~ :l :>' :~ 'cT :t!1 .., 0 :SO t'!l - > ..... .cT '::1 .t:IJ ~ '"'I Z "tl '(1) 'f-'. 0 = ; ~ Z II> ;';l :0 :SO > .. l".I t:l :0 +""' ,CJ:l .:>;' '"'I ~ ~ :0 'SO 'cT :SO t'!l > > " .. .. '< :::1 :~ 0 "tl "tl <" ,0.. ,';l .(") "tl "tl CD :0l1 .t""' .., 1: III :l . :;t> > ii' r::u - - :t>J ~ >< CJ) > rP:: II: ~ ~ '0 l".I :.." ~ ,.." ,t""' :t>J . (JJ ::u . .',y. ,-;\ '-,;' -'>, "'.encls.:" :; ~':,' '" "'" ';'~'; ,:' .- "1' -.'.", .... :i:.-.:(',~\i!r:_', C~: ''':'.' ,.'i;.,:{~;j;;,~;:~::i~,;5i:;~:k:;.":." :~':: :,'" '1:'1'. ," .,.\;:!~~iJ;i~,: ::I,;L~f::', ",,;, '.....\,:,;~.:.. ::.t;.;.:~,;; ""';'~:.'" " .,::: ~Fi~' .?-. '/';~\ ~' , 1 /'1 "~ "", , .~.., ":,,.,.-,-' ,,,';~i~1:" / " I . ..' R C C.U C ....77} BANK NO. _ _ ,..... _ - COMMONWEALTH OF PENNSYLVANIA 1:;0"';:,02-0 DEPARTMENT OF REVENUE DATE FILE"O NOTICE OF DECEDENT ACCOUNT STATUS 4/19/78 .. Submit in truplicote within 10 doys iifterknowTeoge 01 . STATUS OF ACCOUNT Noi (JOINT, TRUST, OR INVESTMENT the deoth. .T"" - , UA," BefoN' 1<160 RETURN COMPL ETED NAMES ON ACCOUNT -. SOC!!'>~ s7.qJfll~TY,I;:lU"'!3ER(S) I - ,~ ..< ,., . FORMS TO LOCAL COUNTY I INHERITANCE TAX OFFICE Clare'" E01)pl~ 204-30.5842 .SURVIVING DEPOSITOR (Beneficiary) INFORMATION. - .. . .. . ~E.CEDENT IN FORMATluN ... ". - ._. . __ - o. NAME RELATIONSHIP NAME. DATE OF DEATH TO DECEDENT. ; . Clare Hopple .. 12/24/77 ADDRESS ~~ ADDRESS 30;; E.. Simpson St. .. _._ '.'_'" .k~_ . . . CITY CO~NTY: ;umber1and MechaniCSb1ll'g ZIP COOE17055 BAN KilNS Tl TU-TION -ACDRESS' . . <"" ~. .~-' .,..., .." ... ,. BALANCE OF ACCOUNT AT 000 $ "'. /t-. . .. . ',. .... ...~. ... INTEREST ACCRUED AND COLLECTIBLE AT 000 $ The Fj~t Br.nk F,; Tl:"_'_S t . Company TO_T.AL. . $ d.~-st6. /6 M~t1n &: l\1arket.iS to. BANK AUTHORIZATION t-1echllnte sb\.lrg; PA 3."1055 I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR"ECT REPRESENTATION OF INFOR~MATION IN OUR Fll..ES IN ACCORD WITH SECTION 742 PI&; E TAX ACT OF 196t. I .S~~F,~~~I Oli/I?/?.?' '(p.ppo .,Iolld"ill .. '(O~) , "olloP pe'pun~ ...~. pe.3U .OU '.Op ~.OOp 10 ..." .~ .0 II'Odop .~ U.~.. .un0330 ~3", DO ...011... ul pD.I!n.... .'1 II..... uO,,03!J!IOU oN '.un0330.~ DO """lA'RI '0 .o"!,,,n. .~ 10 .....ppo pUO .UIDU .~ puO UO"",,,IU! 1013UOUIf .~ ~!" ~oop 10 ..op .~ .0 "'-p UO .0 pe..."U! .un_o .~. '.oo.......U! '0 ",od.P ,'NO .0 .U!OI .~ 10 UO"....3 .~ 10 ..Op .'" 'uo".d pe'OO30P .'" 10 ...OU .~. &UI"'& IOI"~ .noo".~ 10 .oo....odoQ .~. ,\j"OU DO "'OOp .~ 10 .&p.I"OU~ ""0 dop (01) DOl U!~".. UO!'''''''U! 10!3UOUII .'l' 10 qnp .~ oq II..... II '.IP 1I0~' .oo....."UI '0 II'OdoP .'l' DO ..",od .~. 10 .Uo pUO ''''l'0 '0 '.'l'OUO .01 ,'NO UI .uo...d .0 uo...d 010 .UIDU .~ UI .0 .11" pUO pUoqlR~ UO~ ""'0 ,UOIAOCI ..... '0 .... 10 ....OU .'" u, OIU""I,(SUU.d UI pe.03D1 uOllnll,1U1 1013UOU!I 0 UI pe,""UI .0 P.II'_P ., ,(.U... U.'IM.. ',(lIonpl"IPUI ,"pe3DP .'" ,('1 PJO~ ..UnU3Y (E OO'~ '.pun .3uoloq 0 ~'!" ..Un0330 'Ulor G: '"un0330 .I!" pUO PuoqlRH U :UO ....In..... '1 "odo. ON ".I"od P'I'l' pUO .11" pUO puoq.n~ .<q PID~ ..un033Y IS '~'" 01 pUO 'slunO:>>:>>D ."D'II '.1sodeP 10 1.4~!fUH':>> so ~3n. '..UftD330 ..........UI .Ulor 6- ...n033Y .,", 1 (E ...n033Y &UI~3.~::l .ulor (Z ..un033Y .au'''''S .ulor (I '1961:10 1JY XYl 3lYlS3 QNY :lJKY1Il1l1HNI :lH1 :10 t"l NOI1J:lS :UO p"'lnbo. '1 "od.. Y " ;:;11- 1! () I/O 3 ().3 J,Pcb t S!/JllfA r RCC-4'2.....77) ;;;j-.7g'-O() , C'r BANK NO. " COMMONWEALTH OF PENNSYLVANIA 131- 34.3 -6/------ OEPARTME NT OF REVENUE "'" .. ~ . D~TE FILED NOTICE OF DECEDENT ACCOUNT STATUS ,.- 4/19/78 < . Submit in truPficote within 10 doys ofter knowledge ot STATUS-OF ACCOUNT NO: .(JOINT. TRUST! OR INVESTMENT the death. . . . . <tnd.. . , ""~U .... , 2/1/72 i . '. NAME~ Ol'!l ACCQUNT._. _ SOCIAL SECURI.TY.NUMB,.ERCS) . RETURN COMPLETED FORMS TO LOCAL COUNTY Cla. re Eopple 204-30-5842 INHERITANCE TAX OFFICE . SURVIVING DEPOSITOR (So.ollcfaryl.INFORMA TION,. DECEDENT IN FORMATIOH NAME RELATIONSHIP NAME: . DATE OF DEATH TO DECEDENT. ''''./2u71 . . . 01a"'0 Hom>le.., .' J..c. t:. ADDRESS ADDRESS . 305 E. Simpson .3t:4 -.--........... .... CITY CO~~:Y 1 I ~.,...,A Me chan:Lcsburg ZIP CODE 17055 BANKIINS.T'TUTION ADDRE,SS_ .- ~- .. . .-,,- BALANCE OF ACCOUNT AT 000 . $ " " ... INTEREST ACCRUED AND COLLECTIBLE AT 000 $ 'lena First Bank &. Trust. Company- TOIAL . $ .Ci 1'77'-1 Hain &; Market Stc. SANK AUTHORIZA TION lied), ontcsburg. PA 1705$::' I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR"ECT REPRESENTATION. OF INFQR~'ATION IN OUR FILES IN ACCORD WITH-SECTION 742 P I 81 E TAX ACT OF t961. S1~;~~~, 1'l;719/fl" :UO ....In.... '1 "'0'" oN '(p.ppO 'lsoqdlUlll ,..(O~), ..01l0P pe'pun~ ...~. pe..x. .OU ..op ~.osp to .IUN .~ .0 H'Odep .~ U.~M .uno..o ~.n. ~ !"oII.. ul p..ln.... .q 11'"1' UO!,o'lfl~ oN '.uno..o.~ ~ "OAI"'ftS .0 ,0"I",n. .~ to ....ppo puo .IUDU .~ puo uOI.nm'UI 101.uOUlt .~ ~HM ~osp to ..op .~. .0 H.oelep uo '0 pe.....UI .unoouo .~ ..us......ul .0 H'od.p ..... .0 .ulol .~ to UON_' .~ to ..op .~ 'uo...d pe,os,.p .~ to .1U0U .~ lIul"llI t08"~ .nus...~ to ,USIU"'OeleO .~. .<tHOU 0, ~osp .~ to .lIpsIMDU" ....0 dop (01) US. ul~IM uOI,,,,,,ul 101.uOU!t .~ to -4.., .~ eq IIO~' .! '.IP IIO~' .us......ul '0 H.oelep .~ 0, '.I",od .... '0 auo PUD 1.1."0.10 .I..,OUD .IOf I.n... U! .uo....d .10 uo....d o to .IUDU .~ ul '0 .t!M puo puoq.n~ UO~ ..~o .uo..... ..OIU .0 _ to UIUOU .~ ul DIUO"IA,uu.d ul pe.Dool uD"nm,ul 101.uOUlt D ul pe.....ul .0 peH'odep ., A.uOIU U...... 'Allonpl"lpu! .uspe..p .~ .<q P18'1 ..uno..y (E OO'~ '.pun ..uoloq 0 ~HM ..uno..o .ulor II: '..uno..o "1M PUD puoq.nH U ".I",od P'I~ PUD .JlM puo puoq.n~ .<q Pj8~ ",unDO'y (S '~OJ OS puo '..uno"D .'D,,' 'H'Delep to '..DOIf/j.l8' SO 'l"n. ".Uno"D .us......UI .Ulor & .,uno..y ....~ (t .,uno..y IIUI"'MO .Ulor II: .,unD"y .IIUI""S 'Ulor (l 'l96L ::10 ~:>y xn HY 1$:1 ONY :I:>KY~lnHNI :lH~ ::10 l:t'L NOI~:>:lS :uo .... !nbe. '1 ",ode. Y INHERITANCE TAX SUMMARY SHEET REV-484 EX+ (3-80) SUPPLEMENTAL (BUREAU USE ONLY) File Number 21-78-0003 Estate Name C 1 are Hopp 1 e Date of Death 12/24/77 Soci 01 Securi ty Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumber1 and Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing retum at the values set forth opposite each item in the last column to the right in Schedules flA", tl8", "C", and "Elf I Dated:1 ., April 17, 19RO ~AJt;~./ AJ~./!4H"J INHERITANCE TAX APPRAISER , ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Ptoperty (Schedule A) $ Nn 00+ 92+ Persona' Property (Schedule B) 917 7~' 10+ Jolnt.Held Property (Schedule E) Nnn<> 20+ Transfers (Schedule C) ". 30+ ! 917 74 TOT AL GROSS ASSETS Less O.bts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estotes or annuIties. . . , . . . . . . . . . . ~ FACTOR PRINCIPLE VALUE CODE REV.518 (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT ClareB. Hopple 305 East Simpson Street Mechanicsburg. PA 17055. (Executor or Administrator) In Re: Estate of Clare Hopple f.llmhprlllntl County - File No. 71-71\-0003 , Dear Ms. Hopple: You are hereby notified that the supplemental appraisement in the estate of C 1 are Hop p 1 e . has been filed in the office of the Register of Wills of Cumberl and County on Ap ri 1 17. , 19 80. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 917.74 None None 91 7 1.74 . . As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tall 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. 373. Date Apri 117. 1980 Si gned P..Ih'Y/o./ tli'JPAo",1) Title Chief Appraiser NOTE: This is not a bill. REV-451 (1.80) CQMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT SUPPLEMENTAL Estate of Clare Hopple FileNo. 21-78-0003 i County Cumberland Date of Death 12 /2 4/7 7 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 futu re interest. I ; 1. TOTAL REAL PROPERTY - SCHEDULE "A" , 2. TOTAL PERSONAL PROPERTY - SCHEDULE "8" PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE ..... ..... . ..~. ~, 917.74 , ->--'->N';'~~';'-"-~"'i I None 3. TOTAL TRANSFERS - SCHEDULE'''C'' - -.' '..... 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" .- ,~. ....,._.,....-~-.-..._....,. "..' .........,. ,...,.,. ~~._~......,.~...~_............,-.- . . . . . . . . . . I . . ""'. . '. .' " . ~ . " , ~OTA..L REPORTED PROPERTY PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH . I , , -', ~ , , " j , -. ~ ::1 . .. " , , <: . . . .~ < c: " ~ , , . . o:..~' " . , , . , : , . . , . . L . ! , . t , ! f . , , : TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 1 917.74- I LIFE ESTATE OR ANNUITY CALCULATION ~ -. -~ .. _." ..,.....7__ ~._ _...____ ...._,~~_.~ .......... ,...._"....~. I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. Jl/fl"""J/J /lfiPA""JJ APPRAISER A'll'lW tfA .f . . ~ .., 8 B g ~ % ~ ~ ;..j ~ ~ ;. ~ ~ ~ ~ t<I ~ Z Z ~ ~ 9 z ~ ~ 0 ;..j 9 "<I ; a "<I 6 't\ n ~ Z c=i c: ~ 3 r$ <II C ~ ~ ~ ~ l>> '" ~ ~ ~ \ 0- ~ ~ ~ ~ .....