HomeMy WebLinkAbout06-08-78
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COMMONWEAL TH OF PENNSYL V ANI
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION
RESIDENT DECEDENT C
.
IMPORTANT, This return must be completed in detail and filed in duplicate, with all
County where decedent resided; 'Return is due within -nine months after
by the Secretary of Re'ltenue. {Section 703 of the Inheritance and Estat
IN THE MATTER OF THE ESTATE OF AFFIDAVIT OF
MYRTLE E. BROWN } ",,"m'
(STATE FULL NAME OF DECEDENT)
.
Late of Cumberland County . Brurm:TR:.'l'8R
State of Pennsvlvania } ..,
I County of Chp;tv
JAMES B. FLOOD.
Administrator of the estate of the above-named decedent being duly sworn, deposeS
Decedent died December 14, , 19~{testate leaving 0 last
(MONTH) {DAY) (YEAR) MKIUIK .
Noma and odd.oss of o"o"oy o. } Rhoads. Sinon & Hennp.r~hotr
other authorized representative to whom Box 1146, Hanisburg, Penns
011 correspondence should be mailed.
.That as such Executor -, deponent is familiar with the affair
(EXECUTO~.~~~)_ , .
the assets thereof and the~r fair market value.
That at the time of death there was no safe deposit box registered.in dec
as agent or deputy of another, or in'decedent's individual name, with right.of ac
exception of the following: -
NAME AND ADDRESS OF'BANK OR OTHER INSTITUTION THIS ,SAFE DEPOSI
IN WHICH DECEDENT RENTED.A S,J,FE DEPOSIT BOX IN NAME OR N
NOne
,
That the contents of said safe deposit box or boxes are itemized u
with the exception'of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made..part .hereof sets forth fu
in the Commonwealth of Pennsylvania of which decedent died having_ .an i
mortgage encumbrances upon each parcel of real property at the date of
death, name of mortgagee, date, rate of interest, and book and page of re
columns provided therefore the assessed valuation of each of said parcel
as of date of death of decedento
That Schedule B attached hereto and made part hereof sets forth ful
wheresover situated owned by the decedent at the time of death; all mone
death, whether in decedent's immediate possession, standing to decedent'
banks, trust companies, Of other institutions, whether individually, or in
giving also separately the accrued interes t thereon, if any, down to the
- -" death in the case of savings banks, .and :to the date of decedent's death
"
savings, treasury cer:tificates or . notes and other evidence of ingebtedn
cedeht; all obligations', whet_her by- statu~e~or agreement they are designa
Of any state, or political subdivision thereof, or of any foreign country,
all wearing a-pparel, jewelrY,Isilverwa~ej' pi-ctures, books, works of art, h
automobiles, boats, and any and .all other personal chattels of whatsoe
together with the fairly; estimated market .value thereof; all bonds and m
claims due and owing decedent at the tim~ of death, and all promis sory
for the payment of money of which decedent died possessed, of. whatso
any, giving the face value and estimated fair market value thereof, and if
less than the face value, it set~s forth briefly the reasons for such depr
payable to the estate from life insurance policies carried by decedent;
the proceeds of which were payable upon the death of the decedent; all a
due thereon and unpaid as of the date of death, bonds and accrued inter
- .-
death and other investment securities owned by the decedent at the time
"of at such time.
;
\
A
'*
J,U.N?; i9MS
OUNTY OF CUMBERLAND
S
attached, with the Register or Wills or the
date or death, unless an extension is granted
e Tax Act of 1961.)
Executor
and sayS
will, .copy of which is hereto attached..}
410 North Thirn Sh""t P 0
v1vania 17108
s of said estate and the property constituting
edent's individual name, or jOintly wi th, or
cess.-byanother as agent or deputy, with the
T' BOX RENTED
AMES 0 F
RELATl.ONSHIP OF JOINT
HOLDERS TO DECEDENT
nder Schedules
of t~is return,
lly and in detail all the real property
nterest therein. It a.lso sets forth the
death, giving the amount still due at
cord t~ereof. It. also sets forth in the
s, the es.timated market value thereof
ly.and in detail all personal property
ys left by the decedent at the time of
s credit in banks of deposit, savings
trust for .any other person oc'persons.
I .. d . <..' --d" od' ~,~,
ast mterest ay prlor..tQ.. e~ce ent s...I,.....
~. ~...". '-....f< -;;;.
in all other cases; alI..-fjbridS_;"opos.tal'~-::' ~.
'"'~".. -.0 ...... .,
ess of the United State,s ttPthe de-
ted as tax free, of the:;Jnit,~ States, C.
"' '0-""
which are owned at the;:.timc:Or dea'th; ~~
hldf' h,./,oo7","',
ouse 0 urnlture, or~(?~/.c~.rnage~c;"':
ver, kind or nature, leff"'-otdecedent,~
'.... '- .
ortgages held by decedeni'"and..of.a'li'
notes or. other' instru~ents in writing
ever naturC?~ with interest thereon, if
such estimated fair.market value be
eciation as to each item; all moneys
all annuity and endowment contracts
od the corporate stocks and dividends
est thereon to the date of decedent's
of death, with the-market value there-
..
..
.
.
,
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 and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
de~th 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 husiness.
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 with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof' sets f'orth a true answer to each inquiry
contained therein and in the case of' transf'ers of'property, real or personal, within two years of' decedent's
death, in contemplation of' decedent's death, or intended to t~ke effect in possession or enjoyment at or
after death, said schedule sets f'orth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a CORY
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said
schedule a list of all property, real and personal, with its value, which 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 schedule.
That Schedule 0 attached hereto and made part hereof' sets forth the names and addresses of' all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries f'or 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 Sc~edule 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,
of co-owners to the decedent.
That Sc~edule 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 paidj
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
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 columns 1n Schedules ftAft, ftBft, fteft, ftEft, and ftF" as directed therein,
have been carried forward and properly registered in the Summary.
I. ..'"Jl:;:. ':;01"':'" =:---~,-;~. . )(j~,;;1~---.-
...~~I~R...~ ......._...9.1}~~r.~~t;~..ii~~b~)m.m_......._._.._._.
Notary Publ~. Tredytfrin Twp.. Chester co. Mal".,r.l}r:P.".!lc.I}.!!.YJY1lo.f.l.i.~.....J9..~.?S.....
My C""'mlssion ExP... April 2. 197' (CUll or Tow" 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 ftNoneft, 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 stfttements required under the paragraph above relating to Schedule "Bft are attaclled. Also make
cerudn that column #1 in the ftSuImlaryft has been properly completed as above-directed.
~ RCC...34\4-731
~C;:OMW.ONWEAL TH OF PENNSYLVANIA
D'EPARTMENf 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 as tenant;in comman with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The rGal property located In the Commonwealth of Pennsylvania shauld be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of dece.dent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule II F" and must not be d_educted from this schedule.
(1)
(2)
(31
OEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
None
None
/
(
"
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$0.00
None
~.'
..<~:,;\:;'\'''" .~'f{ 1\(" l'!-:\'\~;YLL\:\f.:\
_ T'I~.\:\'.;.'; ~ T' :\'!rr::raT:\\CE 'L\X (._...
SCill.,:n:';LE "nl!
pr-:nSl1:; ilL l'HOp:-,:tn:i"
if
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~~'~':jS~~i4j-Y~..\
I' fl >,':'1/, .:-..; 1~S iJ'~
"~-:'~;""':~:f;"::::i'74
J:\:~TI:i ~'T~'.J~S: Thl:; S,::tt.'(:l:le r.lll~~. (!1~cl(l5~ hll tl\.n~~tl;lr}. It,Ht in t.;iit,:<1h1.e }Jcri;(mal PI'(~JlP.'rt.y CJ""ltr:~d jm!..~~tiFttly
~:X____~~:.~'.~:__~'.~:~.~'at...._~l:~.!~..!J~~_~ti.h. l'r(J'p(~I'lY o',;nt::lll;y ttll_~ dl:)'cr~dcnt jointly l':'l\;h ;l~lr)th~:. or (Jth~.:;
l:HI~;!. b." 1. i~;V::1 II;!-:!':. ~,;h(;ill1_le l'l.:r:~ Int./l.nbihle l)el'sonJ.~ prof'r'rty) tlUe(l in the n.q:a~ of th8' (lec(::d~r.t) tJut
I;a.y:d)\l.' at llo:nU; :.(1 I!.r;othcr' (lr (Jth~:l':-;, 1ncludJ.ng hHt Hot Ilmlted to I'.o.n. (i. S. $ll.....Ja:i.s. H(md~ {~nrl tenlJl.-
th',~ L:'.:~-d, ttt:C"OllntSj J:lu::>t l-'c ll~t.e,.l, deSl'lt.r:- thn fuel tbld, UH:Y (~rc' lIot or t.lle nd;'11nl~:>tE..'red estLtt~;';
'i.'hn~\ 1;1.' {If'l"solwl Pl'!'i;(~l" ty sltoulrl. be Its t.r:d fil'~'"t (e. g, J ('\,>'I~l r y, wear1n;"; (:,P9'J.:-'f:l, }1(HI~.et;(lld
r;.o()(b~ I\Id f'ltrHi~;hin~~:;7 lJ(loks~ rH..lr~ttllg~., lntt.o:nr.b.l1es, h(Hlts, ~tc.)
IHthn~::;Jb.i l' Pt""!I'5orml profl(:r't.y, such as bonds, trf~I~~il.:-' c>:::I't1.ficf: L':!~, cash em h!~r:u nnd in ban!..:)
sh,,:1~:;, m,:.)l"tgH~~e:?-, 1:l)tl.~S, toget.her wIth Hccl'ucll interC'st ot" d1vlrlc;lds) F.HIlLrles or \HI;;f:::;, Jnsl:rar:C<:l lHlY-
abl.' tll tl:C' cst.'lte or' '!'icbctnI'Y in sfl:l.<l cnpllclt.,y, pfl.rtncr~hlp in1.:)l'ests, tnten~5L in !mymdlst.rlbl~V~;:!
cs t.l-'.t." ,n,f or Inc{'n~~ from uny pl'op_E'rty held in tl'Il~; t undt:r" the wJll nr fJ6T'lJc....-?ut of c.moth~r, c,,'cn though
loeflt;~(l out~:[lle Df niP. Stlltf:, at t.h~ timo'! of death, ~hollld be listell :J.n tills scllcdL11c.
64: 551
6.68,
I
I
46.641
I I
I 500.00
Ii
1,329.801-
i
I
I -_F'~l
I TOTI\L PFI:SONAT, PHOPEl1TY - . . . . . . . . I $.;I (;, 7'.Q Al
.- . ---~._-------~~--------_._----_._---------_.__.__._--~---.- --_._-~._--- ~ ...
:;,',"':.:,' :;;,,',,:':,~::,: :::,,":;", '::.,"J,';',;:';'~:,:~ ;::::::"::~) ':;,,~e:':',::::::, "I:' in X X i ~]{), 7 5~.rb
'n,'""" B. Flood, sister of tbe: Decedent, died silnl1ltaneOl1:>lyl \("!1s-~, ~9 I
wiLh :)c.e,,,lcnt on 12/141'17.
I tom
1\0.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10. -
11.
12.
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H.
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Ill'>; l :j~.:\ i'EC!.;ni':~;-i'
ITE.\!
L.i.~t Nul tle$cdJ)p. f\1.11r
Cash
Checking account #18-17-712-3 at Dauphin Depos't
Bank and Trust Company
PaY1T1cnt froal Colonial Penn Insurance Co. cove '-
ing the 1974 Buick Apollo, 4-door sedan totally
destroyed in collision
Proceeds on Life Insurance Policy !lOT -7320356 lof
Colonial Penn Life Insurance Co. payable to Es1-
tate of the Insured, Myrtle E. Brown, as alterl
nate beneficiary .1 -
Savings Accounts at the Harris Savings- Association,
Acct. #5-74756: Principal $2,273.40
Accrued interest 2'--,-~g (8.l'V
Acct. #5-74785: Principal $611.59
Accrued interest ';:>11_~~
One-h~lf of a S~vings Ce,rtificate issued by the
Harris S,vings Association'!!5:06:057795 fn the,
joint names of Decedent and Irene B. Flood,
deceased':': Princip3.1 $6,000.00
Accrued interest 15. 18
Proceeds On Life Insurance Policy 41129-074-410 of
Metropolitan Life Insurance Company payable t
- Estate of the Insured, Myrtle E. Brown, as a1t!,r-
_nate- beneficiary -l
One-half ~f refunded premium On. cancellation of
policy of. renters' inSUT2.nCe orc1e'red by Decedeht
and Irene B. Flood, deceased':' 1
n dund fron, Southern Bell Telephone and Tclegr"ph
Company for overpayrnent - I
I'>roceec1s from decedent's settlement '\vith A cn"lC I
Moving and Storage Co. regarding her dZ\lnag(~ I
c b hT1
()nc:-half the estin1.atcd'value oLfu!"nishings.in thJ
apartn1ent shared '\vith Irene B. Flood, dece:.ase1c1:::
l'roccc.ds to cover burial of Decedent under COlotial
Pcnn lu:,.urance Co. Policy!176-100-412 I
Hcfunde(] pre-paid prenYlUIYl froJTI Colonial Penn I
IJi{c III s n r;:~ ne e Co.
.J
U~IT
ESTlli,ITED
~L\.!lKr-:r VALl_iE
Di::P:UlT~~l-:!'iT VALU}.T r
(no not. \irltc 1
this ~pace)
33.00
1,840.25
.2,654.23
1,000.00
2,282.38
613.78
6,015.18
340.30
64.55
6.68
46.64
500.00
1,329.80
32.10
$16,758.89 _
'J;p.
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\'t...LLc
$
I
33.01
1,840.25
2,654.23
1,000.00
~1:A'8'~. ~
(3- 281. 5
iJ,13,1~
@4.17
6,015.18.
340.30
"
llCC-36.
COMMOt\'WEA.LTlI OF PENNSYLVANIA
TRANSFEll INHEIUTANCE TAX
SCHEDULE "c"
TRANSFEnS
HESIDE:lT DECEDENT
(1) Did rlecedent, within two years of death, make any transfer' of any material part of his estate, without
receiving a valuable and adequate consideration theref'or? (Answer yes or no) No
(2) Did decedent, wi thin two years of death, transfer Vropert,y from himself to himself 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 affLrmative state:
(a) Age of decedent at time of' transfer N / A
(b) State of decedent's health at time of' making the transfer. (Note 1).
(c) Cause of decedent's 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 possession or enjoyment at or after his death?
(Answer yes or no) No
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of (liSflosition? (Answer yes or no) N / A "
(b) What was the transf'eree's age at time of decedent's death? N f..: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 for his lif'e or any period which does
not in fact end before his. death~
(a) The-possession or enjoyment of or the right to income from th~ property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income theref'l"om? ' (Answer yes or no) No
(6) If the answer to (5) (b) above is in the affirmative, state whether the right WIlS reserved in decedent
alone or others N I A
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or ror the "beneri t of' care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the benef'icial enjoyment of which was subject to change,
because of a reserven power to al tel", amend, or revoke, or which cOllld revert to rlecedent under terms
of transfer or by operation of law? (Answer yes or no) N n
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes 0 r no) N I A
NOTE 1: The answers to these questions should be supported by af'firlavit by the attending physician as
well as a copy of the death ce~ificate.
NOTE 2: If anSwer to any of the above questions is yes, set f'orth below a description of the property
transferred, it's fair market value at clate of' death, dates or 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 tlma ted)
DEPT. VALUA.TION
(Dept. Only)
N/A
None
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of this return.
$0.00
None
<,
,:.'A
.~~ <_.,.:t,:t;;~::. U~_~_':"~~ ::;)'.: ;'::-~~"'~ :, ~gf;~>i:~,~t~
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:~;t:~?l~f:S~l~~.~~~~l~~~;~~~:l:~,~:.:";;~~;~ii~'
~-
$'0"l:~.: ~'.:_
HARffISBURG, PENNSYlVANIA J7108
...~~~
'~ .-400 NORT~- THIRD $TREE1".~ :';',;.._e_'
"' ~ . " - ..,-....".-.' . ,
~ LAST WILL AND TESTAMENT
: ,', ..~._"
OF
~-
':'0';'
MYRTLE E. BROWN
I. MYRTLE E. BR~)WN .of Harrisburg. niupbin County;
-., " ','" -,' .. '" ., :'"
Penns}'lvania. being of sound and disposing miiid and memory,domal<e, publish
and declare this my Last Will and Testament', hereby revokini{aiiWills and
Codicils by me at any time made.
.....
.'- I.
,T '-_
ITElvl I:
I.~irect that all inheritance and e~t~ate taxes be-
coming due by reason of my death. wn<altner such ta:.:es may be payable by my
, ',:, , .- . .\-. ../ -'. . .' , ,..., .:, '. ,
Estate or by any recipient of any property. shaH be paid by my Executor outoi
. . ......' 'A .l,r.j. f-'.. ,', ;r.
the property passing under this Will, wZlich is not specifically devised or be-
. ., ,', ,
. .,:,. ,~ 'r.': .
queathed, as an ex.pense and~ost of adminiiltration~ of my E state. ~My Executor
.- -, .. . . " '. ",'" . -. - - -'. '..: ~-.~- ;,;,' ;.
shall have no duty or obUgationtoobtain reimbura,8tnent for any such tax paid
, ...'.' -". "", ' : . -. ':'.' ", '-~',' . :'~', ,..' -, f. '
even thou.gh on proceeds ,of Insur.an~e or other, property not passing under ,thls
. :". -- .'... ., ... ". ':" , ;'-'-~ . .
Will.
t ~;". . .:-::
-...,.,. ''-'
'0' ,~.
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" :,--; .,.~,..~-:.,:"
ITEM II:
If I predeceue my 9i~t~r,. ~~NE, B. ELOOD. oi
Harrisburg, Pennsylvania.. I give, devise and bequeath to her all of my property"
real. personal and mixed. If my siater predeceases me, I make said devise and
bequest to my sister's son. JA,MES B.'FLOon;ri'owof Charlotte, North Carolina,
or, if he also predec<eases me, to his i&3ue, per stirpes, living at the time of my
death.
r_' \,--; 'I';
1-.' !"'.;
ITEM HI:
In the settlement of my Estate; my Executor shall
posseS,;j. among others, the following p,:>wers for the beat interest' of the. beneH-
ciariea:
(s) To sell either at public or private aaleand upon
(SEAL)
Page 1 of 3 pages.
Myrtle E. Brown
'. -'-,..,
",,;-- ",
~.-....--,-, '~~'.~"'--~~"'",' --:- ',.-...... ~~.-...,...'"'--.-..'",....~-...-
,c.?~~.T~;~'~;i~.'~:~';~Fi}~~~tr6"!0W\~~f?m!i~~~;~~~J
"i
~....,.,;'..:
C': ~:~,L ,of T"''-.~ .'. i'.~';", l-F:~;:.~.~~':.\~Fi/"~ i.
such terms andcondition3 as my Executor may dean:
advantageous to my Estate, any or all real ()r personal
estate or interest therein owned by me. severally or in
conjunction with ;:>ther persons or acquired after my death
by my Execut';)r and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and clear
of all trust and without obllgation "r liability of the pur-
~-.
chaser or purchasers to see to the application of the
purchase money or to make inquiry.intothe validity .of <' ..
. said sale or sales; also,. to make, execute '. acknowledge : ,..'
and deliver any and all deeds. assignments,. 'options or >?.
..,." ,.
other writings which may be neceasary or desirable in
carrying out any of the powers conferred upon my Exe-
,. ~l'..
cutor in this paragraph or elsewhere .in myWiil:'-""""
. (b) To pay all coetB, taxes, expenses,and
'.: ,'cCharges, in connection with the administration. of my,
L';-
t,:.
'. .;E state .., ,',
,..i..',.
.....
. .~;::. ~ ~
,_i,":'
" .~..
',-,'
',':",'
>" .~
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'. '.~' .~.~:. ....._, ]0
(c) To diatributa my E state in Mnd or in
;,,=,::
....',;-,
.,"',
f-., ;.,,'.'
'.- ~ i; !;:: I .'
money.
,"",-,
'''';',-' ,'!
.-..!;
.. . ~,
"';, ",-'
(d) To do all other acts in the judgment of my
"
.r..' .
Executor necesaary or desirable for the properan'd aovan:
tageousmanagement, investment and distribution" ot' my'
Estate.
ITEM IV:
Any pe rson who shall have. died at the same time
as Testatrix, or in a common disaster with her, or under stteh circumstances
(SEAL)
Page 2 of :$ pages.
Myrtle E. Brown
....."'-""",. -..._- ~.
"'~~-;~"~"""~~'-~~':':~::~:,~,:;::;;la~i~~~l1~11!,!I~~~
.,.:.
"':)Ie-~%;;,.
...' " "., ,.",--, ,~,:.J" ".. ~"'l" ;.{'~~).t,. :)1...h::~~",~0~J:'.r7
~j";r\~'i~.,}i.'c' ;.~; :-~'~~ ~ ; .-"-'~~" :~,', ;:,;~~;. - ,
that it is
, \ '.",,',';-,',"'..;:: ,)',: ~~:.;~j. !"
:/.;." ~-,' t::":'..:J'.'a ',:,:':: '-"'.~'.;~:';~':'1,i;:?: ,~;.:;! ::'~'" ., .' _... "__,,
difficult or impos'sible to Je'terminewho 'died first.
G:;::':;,;;'
~."'- -~.
shall [ a deemed
.......-....
to have predecease<l her.
ITEM V:
I hereby nominate, constitute and a.ppoint my
sister, IRENE B. FLOOD. to be my Executrix (he.rein: referred to as 'Exe-
cutor"). In the event of the death, reIJignation, refuIJal or inability of my. said.
sister to act as my Executor, I nominate. constitute and appoint my slster's
son,. JAMES B. FLOOD, as my Executor. My Executor specifically is re-
Iieved from the dl1ty or obligation of filing any bo.nd or other security.
IN WITNESS WHE REOF, I have IJet my hand and seal to this
my Last Will and Testarncent. consisting of thiIJ and the preceding two Il) pages.
at the end of each page of which I have also set my hand and seal for grea.ter
security and better identification" this
7f!,
, day of
S.~j>T
. 1967.
Page 3 of 3, pages.
/;) ( I
?d-;{ I
. '. '
Mirtle E.
(SEAL)
Brown
. We, the undersigned, hereby certify that the foregoing Will was
signed. sealed, published and declared by the above-named Testatrix as and for
her Last Will and Testament. in the presence of us, who. at her request and in,
her presence and in the presence of each other, have hereunto set our hands al\d
s.eals the day and year above written, and we certify that' at. the time of the exe-
cution thereof, the said Testatrix was of sound and disposing mind and memory.
)It.U.J.Ji.( UJ1-
I
(SEAL)
Rel;liding at:
...--.,;
. (G"1,~
I. !
u...~((.L(,{'L'
J
(SltAL)
Residing at:
~ ,
" ~ l.
f'Ul ,<-I'<
_1'
-z.-L '
(1 ()J~,] .
(SEAL)
Residing at:
,,",,",~:~..,-',',"" '
,'" '.J_",,~" ""!,'~~<":~''''
'-'''''-~'~'''''-"-'''''''''''.'-'''''
': :7<:~?"~t;~'r::.-' ::.-:'-=-c
:~~;.'tW~~*1;~:~Jf<:~~~~!~~t~~~~~~i~:
,_.-
1. ~.
,
.w'.. ; ..~
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
*~
BENEFICIARIES
-l-'
(
h
\- .... , RELATIONSHIP
BENEFICIARIES AND ADDRESSES (If step-<hildren or SURVIVED 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
wise, in .estate) forth this Iact.) OR NO BIRTH
J~rn~. R 1<'100..l - Ye~ (/1 ..l,,1 tI 1<'n"ro
"T_-'1,,-w
- - -. 'j -
-
-
- -
-
-
-
-
.- -
(
.
.'.-,
- d
-
-
.
- -- -.
-.
-
- -
.
Deponent further says that all the above-named beneficiaries are living_ at this -time except below:
NAME DATE OF DEATH RESIDENCE
-
I -
--
- -
-
~
o '
-<-
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...
ti -: c::
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.8.....~
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" 0 0
~ e g.
~ 0::
SUMMARY
...(Sch, "A")
, (Sch,"B")
(Sch, "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate.
(1 )
(As Reported)
$ 0.00
$ .l6.758.47
$ 0.00
$
$
L 16,758.47
(2)
(As Determined)
$
$
$
$
$
$
~
.....
.c:
..
d
f- ~
Z '" ~
~ t.:i ~
'" " 0 ...l
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t.:i :z;~ 0 '"
<J'l .0 -
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~ 0 P< Gl 'tl '" l>.
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t.:i . ..... .... S Q
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ci - 0 f- III Gl OJ
Z f- '" ~ ~ .0 ~ .-:
~ t.:i ~ ~ ~ I-
---- 0 , 0
[-l III :; ~
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c 0 l>.
'., t.:i ?< s:: 0; ...
" t: ~ ~ ~ "
J: '$' c
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....< ...l u U
, ,
"~ RCC.-3S'
COMMONWEALTH OF PENNSYLVANIA
THANSFER INHERITANCE TAX.'
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
*~
INSTRVCTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th another or others, including intangibles, standing 1n the name of' the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule
"Aft, plus the date and place of record of instrument effecting vestlture, but do not include entireties
or out of state real estate value 1n 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 decedent.
Description of' Property, Date of' Acqulsl tion, Name I. Un! t
Address and Relationship of Co-Owners, and Place Value
of Record of Instrwnent, where Real Estate. I
.;<"
percentage
Share
. .
<<:x
<X
x:X <X
C>< :x
X >6<
<XX ~
:x
<<
~
See Schedule "B"
Estate
Valuation
<<
:x:x>
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
En ti re Deceden t' 5
Prop~rty Interest
None
All joint property was held with Irene B. Fl od, "':ho died simultaneou ly with dece ent On
December 14, 1977.
Insert this total opposite "Jointly Owned Property", Schedule ~E"
1n the "As Reported" column on the last page of this return.
,
.
$0.00
.-,-
RCC-81 16-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COllECTIONS
HAR.RISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF ElliNG Oar APPRAISEMENT
James B. Froo .
913 Warrior Road
Malvern, PA 19355
(Executor or Adm ini strator)
In Re: Estate af
Myrtle E. Brown
Cumberland
Caunty - Fi Ie Na.
21-78-0009
Dear Mr. Flood:
Yau are hereby natified that the Original
appraisement in the estate af Myrtle E. Brown
has been filed in the affice of the Register of Wills of Cumberland
County an July 31 , 19 78, Said appraisement reflects the fallowing
valuatians:
Real Estate
Personal Property
Transfers
Jaintly Owned
Total
None
16,758.89
None
None
$16,758.89
As to such tax that is paid within three manths from date af death; a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen manths 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.
I
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 July 31, 1978 Signed ~.~ _ /(, .J;La.-..-".~
Chief Appraiser
Title
~
Note: This is not a bi II.
RC C-2 12-64)
COMMONWEALTH OF PENNSYLVANIA DATE Julv 3L1978
DEPARtMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 171'27 APPRAISEMENT FILE NO. 21-78-0009
Whereas, Myrtle E. Brown late of East Pennsboro Townshio
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 14th day of December 19-12-, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Ther~fore, I, Ira K. Gleim . 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 1s transferred In possession or enjoyment to caHateral heirs of the decedent after
the expiration ot any estate for 11fe 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.
Unit Appral,ement
De,crlptlon of Auet Value. Mllde for Inheritance
- Tax PurpOlU
Real Property $ None
Personal Property 16,758 89
Transfers None
Joint-Held Property None
TOTAL ASSETS $16.758 89
- /
-
.
"
"
,.
..
.
Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 31st day of L ~~ 19~.
Q - /(, ~ -:
Appnisef
(l'CUmber and s.n:.et) . b
Iiarr1S urg
(POIt OfBee)
, Penna,
.
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