HomeMy WebLinkAbout04-10-78
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. ko;r.~-RCC-33 (4-73)
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~l>'R it} 1975
COMMONWEAL THOF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
J,
COUNTY OF CUMBERLAND
IMPORTANT,
This return must be completed'iIi detail and fBed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'itenue. (Sectiop 703 of the Inheritance and Estate Tax Act of 1961.)
CUMBERLAND
} AFFIDAVIT OF
EXECUTOR
lUlmNlS:r~X
. IN THE MATTER OF THE ESTATE OF'
RICHARD E. OTTO
\STA.TE FULl.. NAME OF DECEDENT)
LO'e of
County
s..,..f PENNSJ'LVANTA
Coun.y 01 CUMBERLAND
DORIS MAE MYERS
} s~.
rix
ExecuMlr
}[diJj{d[SlalOC>K
of the estate of the_(lbo...e~nomed"decedent being duly sworn, depose S
.and-soy S
Decedent died J an uary
6
, ,". ~9-1LJ testate leaving.o los' will, copy of which is hereto attached.,}
(yEARI ~~fiOi
(MONTH)
IDAY)
. .
Name and address of attorney or.' }
other authorized _representative to whom
all correspondence should be mailed.
IRWIN. . IRWIN &-IRWIN
4.4 S. Hanover St.. Carlisle. Pa.
17011
That as such deponent is familiar with the affairs of said estate and the.property constituting
(EX ECUTOR-ADMINIST RA TOR]
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered. in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual.name, with right of access by another as agent or deputy, with the
exception of the following: -
N....ME AND ....DDRESS OF BANK OR OiHER INSTITUTION. I THIS SAFE DEPOSIT BOX .RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Farmers Trust .Co. . Richard E. O'rto ---
~.~
That the contents of said safe deposit box or boxes are item,ized under Schedules B
with the exception' of .the following,.for the reasons here.inafter set forth:
of this return,
That Schedule A attached 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. ~t also sets forth the
mortgage encumbrances upon each parcel of real property at the date of deatb, giving the amount still due at,
death, name of mortgagee. date, rate of interest,.and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed 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 decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether indiv.id~~-1ly, or in trust. for any other person.or'persons
giving also separately the accrued interest thereon, if any, down t~ the iast~int~rest day primr to:d'~2edent-' 51
death in the case of savings banks, and to the date of d~cedent's death in .all other cases; all:gonds, postal
savings, treasury..certificates or notes and other evidence of in~ebtedness of the United St<l'i~s to the de-
cedent; all obl~gations, whether by statute or agreement they are designate<J '~s tax free, of t~€United States,
or any state, or political subdivision thereof, or of .any foreign country, wh~c.h are owned at the time of death;
all wearing apparel, jewdry, silverware, pictures, books, works of art, household furniture, horses, carriages"
automobiles, boats, and. any and all other personal chattels of wh~tsoever. kind or nature. left by decedent,'
together with the fairly; estimated market value thereof; all bonds and mcrtgl:lges held by decedent and-of all
claims due and owing decedent at the time of death, and all promIssory notes or other instruments in writ.ing
for the payment of money of which decedent died possessed, of w1latsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, an~ if such 'estimated fair ,market value be ,.
less than the face value, it sets forth briefly the rea~ons for such .depreciation as to each item; all moneY5!:
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 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 death, with the-market value there-
of at such time.
/'
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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 rlecedent at the time of
death In any co-partnership or business, and In support of the value of such interest there Is annexed to
said schedule, financial statements showing the assets and liabilities of' said co-partnership or huslness.
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 f'orth 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 forth 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 forth the nature ann value of such property, to whom transferred, the
relationship or the transferees to the decedent, the proportionate share rec~ived by each transferee and
all other f'acts of a pertinent nature regarding said transfers. In the case of transfers intended to
take eff'ect 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. Therl~ 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 Jlower 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 benef'icially 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 li'fe unner decedenes Will. It also
contains a statement showing which of the beneficiaries named in the decenent'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 or 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 deceden t.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including fUneral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary's
commissions paid or to 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 tmpairl 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 pledgecl 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 f'ee, 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 in Schedules RAR, RB", "C", ~ER, and "F. as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
b'?.........
~. ~de ~
...... . .. (E;;~t;;;:::A\itl~fit~.~~~;~;-~--
.. .804FQurth....S.t.r_e.e.t......._..............._....._._._...__..
(Street Numb...)
N elY.c.\,l,I!111~:r.J9.:IJ<:l~))9,.,..........JIQ7Q
(City or Toum and Stcte)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the worrl "None", anrl 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 anti statements requirerl under the paral!;raph above r~lating to Schedule ~BR are attached. Also make
cert.l1in tllat column #1 in the .SuJml.aryR has been properly completed as above-directed.
day of
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1\.pp:i,,:t.
19.1JL
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trt COMMl5Sl0N ["I.PIRES DEe. 15. 1980
u'ember, Pcnnsf.\lania AssoGiationo1 Nolan.s
Rcc..a4(4~7at '1
COMMONWEAL TH OF PENNSYLVANIA
~O.EPARTMENT OF REVENUE
BUREAU bF 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 tenanlln 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. (Proper.ly
held as joint tenants with right of surviarship or tenancy by entireties should be reported an Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a generol deu:riptlon of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm $tate number of a.
creSj also statement of mortgage encumbrances upon eaeh parcel at death
of decedent. Taxes, as~uilssments, occruer:llnterest on mortgages, etc.,are
to be listed on Schedule II FtJ and must not .be dedueted from this sehedule.
(1)
(2)
(3\
DEPARTMENT
VALUA TlaN
CAUTION
(Do not write
In this $poce)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
1. ~ree story frame dwelling and lot of
ground (21.50 feet X 140.00 feet)
located at 226 Reno Avenue, New
Cumberland, Cumberland County,
Pennsylvania (See Deed Book "X", Volume
18, Page 125). Value~based on 1978 a~ ,~
assessment of $3,390.00 X 4----------_-- $13,560.00 $13,560.00t $73,560.00
Inserllhis total opposite "real properly", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$13,560.00 $73,560.00
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COMMONWEALTH OF PENNSYLVANIA
T~SFER INHERITANCE TAX
SCHEDULE "B"
PERSONAL ~ROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time or his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E"~ Intangible personal property, titled 1n the name or the decedent, but
payable at- death to another or others, including but not limited ,to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat~
Tangible personal property should be listed first (e.g. jewelry, weari~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 es:ate or fiduciary in said capacity, partnership interests, interest in any undIstributed
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 o~ death, should be listed 1n this schedule.
Item
No.
1.
2.
3.
4.
5.
6.
7.
8 .
9 .
10.
RESIDENT DECEDENT
ITEM
List and describe fUlly
UNIT ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATION
(Do not wr1 te 1n
this space)
Cash on person-------------.-_---_---~--
Farmers .~.rust CompanY.Y'checkl.' ng account
No. 7.- 4164 - 7~-~~---------------
213.61
,.
Government SerYices Savings & Loan,
savings account No. 014910-1----7---
10> 0 OthO iJ
2 - 8% U. S. Treasury notes due August
15, 1986 with February 15, 1978 and
subsequent coupons attached; ,serial
Nos. 25952, 25953------------:~-~-------
31,327.78
') ~~_"'IS' D 6
(,0;' 'to <fO, 262 ~
.dd-]l.J "
Furni ture, etc. (appraiil"a1 attached)
1978 Ford Mus'tang Ghia-------------_----
8 American Express Travelers' checks
50.0
Masonic ring with .25 carat diajllOBd-~---
value based on appraisal, a cdpy.Of=----~-
which is attached-----------------------
. .~ .
--- --.... ~-,----
Cash in safety depositbOx-~"'---_7-----.:..:'O_:::,
. . -~-'._-
,c".
o'
;
The Ridge Creek Gas & Oil Company,Inc.
one share of common stock-------~----
o
o
TOTAL
55,916.4
55 q;;~. 90
I
Inser t this total opposIte "Personal Property", Schedule "B" 1n
the "As Reported" column on the last page of this return.
x X
55;91:6. .
55,9), <J. 1()
90.51
213.61
~
31,327.78
20,275.00
652,00
2,666.00
400.00
'J
300.00
4.00
o
$
55,928.90
$
55,928.90
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FARMEIlSTRUST ICOM"PANY
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,
CARLISLE,9tNNSYLVANIA
JAN 1 7 REel!
Date January 16, 1978
Irwin, Irwin & Irwin
44 South Hanover Street
Carlis1e,P^ 17013
\
Re: Estate of ,Richard E. Otto
Date ,of Death January 6. 1978
DearMT_ Irwin
In answer to your request concerning accounts owned, either separately or jointly, by
the above referenced decedent and the balance in each account as of the date of
death, we have checked our records and are sUbmitting the folloWing information jn
duplicate. We suggest that you file one of these letters attached to the Pennsylvania, lnven'
tory forms (ROO) to substantiate the balance younport.
Note that we have shown the correct registration for each account. Also, interest accrued to
the date of death, if any, is li."ted as a separate figure.
,
Very trUly yours,
Farmers Tr s
~~ JI
8alance in Account #7-4164-7 - $516,21
FARMERS TRuST 'COMPANY
CARLISLE, 'PENNSYLVANIA
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~~_ ,.-;jl-a.k-c I J.-/.n/7c, ;;&.-$ ;JR.s: 8'~
~~~. Illof??
--:'"-"'"""-p ~-"7"t 0-/
DEBIT
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'51' ~\OEB\IT
MEMO
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ACCOUNT NUMBER
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1-1/&~-1
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OESCRIA'~d
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APPROVED BY
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om 1~ /7%,
FORM 5305-511
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fill' 7." I, ~!; 1,."711'
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'GovemmentServices Savings
& Loan. Inc. A Stock Corporation With A Qllorter Billion Dollars in Assets
,
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>.. AHhutJ:I,.Phelan,Jr/
Chatmtm q the Board
Alcxandc!r R. M. Boyle
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February 10, 1978
Mr. Harold S. Irwin, Jr.
Irwin, Irwin & Irwin
44 South Hanover Street
Carlisle, PA 17013
Re: Estate of Richard E. otto
Savings AccoWlt No. o14910Ml
Dear Mr. Irwin:
Thank you for your recent letter regarding the above named
decedent.
on
. I would like to advise you that);he balance of this account
January 6, 19'78 WaS $31,327.78/
In order to release the funds held in this account we must
receive certified copies of the Death Certificate and Letters of
Administration with the account passbook and complete instructions
signed by the Administrator.
If you have any further questions, please do not hesitate to
contact me.
-~~~
Bonita D. Robinson
Savings Department
BDR:me
7200 Wisconsin Avenue .aethesda. Maryland 20014 . Phone: (301) 986-6600
Regional Office: 33 West Franklin 51.' Hagerstown, MD 21740. (301) 797-3300
Branch Office: 2807 University Blvd.' Kensington, MD 20795' (301) 942-9100
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Harry E. Sean
Vice Admiral USN, (Ref.)
Chairman 01 the Boord EmlZri/!.I$
William S. Lawton
Lt. General, USA, (Ret.\
VIl:e Chairman oj the Goard
Arthur G. Lambert, Jr.
Chairmo'1 of the Ex('Clllwe Comminee
Davis M. Alildridge
Senior Vice Pmsidenl & Treasurer
Fred E. Wilson, Jr.
Sl'rliorVicePresidertl
Jeffrey R. Sdlolz
Vice P(esidenl~Cons{ruc{iOf\ loons
Katherine L. DeWitt
Vice President-Souings
Thomas A. Bayne
Vice President & Comptmller
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Irwin, Irwin & Irwin
44 S. Hanover Street
Carlisle, Penna, 17013
~
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January 23, 1978
'The following is a fair and just appraisal of the personal property
of Richard E. otto (deceased) 226 Reno Street, New CillIlberland, Penna.
This appraisal is in accord with the present market in Pennsylvania and is
based on 15 years experience in the antique, auction and estate
settlement business.
Living Room
Mirror
2 Statues
2 Stands
Picture
2 Chairs
Coffee Table
2 Upholstered Chairs
Upholstered Chair
Lamp
Server
Plaque
2 Bottles
End Table
Knick Knacks
Table
Lamp
Dining Room~Kitchen
Mirror
Statue
Knick Knacks
Clock
Mirror
Bells
Dinette Set
Pots & Pans
Linen Etc.
Statue
. Hallway
Cha ir
Picture
.J'
$ 15.00
)5.00
20.00
'20.00
'25.00
'15.00
)0.00.
20.00
15.00
25.00
15.00
-15.00
10.00
15.00
25.00
10.00
Bedroom
J Pc. Suite $ 65.00
T.V.B&W 25.00
Lamps 20.00
Lamp Stand 20.00
S~~ll Items 10.00
Outside
Lawn Chairs $ 5.00
VaClUnn 2.00
Statues 12.00
Rug 1,00
Srr.all TOOl 14.00
Upstairs
Nattress $ 5.00
TOTAL $ 652.00 /'
10.00
8.00
'12.00
30.00
20.00
3.00
20.00
15.00
8.00
25.00
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2.00
10.00
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llC~- 36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
~
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RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving tl valuable and adequate consideration therefor? (Answer yes or no) NO
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (tnclurling a spouse) in joint ownership? (Answer yes or no) NO
(3) Ir the answer to (1) or (2) above is in the arfirmative state:
(a) Age of decedent at time of transfer N / A
(b) State of decedentts 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' disposition? (Answer yes or no) N/A
(b) What was the transferee's age at time of decedent's death? N7A
(5) Did decedent in his ljf'etlme make any transfer without receiving a valuable and adequate consideration
therefor unrler which transferor expressly or impliedly reserves for 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 t~ansferred?
(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 / A
(7) Did decedent in his lif'etime make a .transf'er, the consideration for which was transfereel s promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) NO
(8) Dirl rlecedent, at any time, transfer property, the beneficial enjoyment'of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which could revert to rlecedent under terms
of' trans fer or by operation of law? (Answer yes or no) NO
(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 or no) NO .
'NOTE 1: The anSwers to these questions should be supporterl by affidavit by the attending physician as
well as a copy of the death cert.ificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of' the property
transf'erred, it's f'air 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 1n which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
lWIKET VALUE
(Es tirna ted)
DEPT. VALUATION
(Dept. Only)
NONE
NONE
NONE
, NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" colunm on the.last page of this return.
,
RCC-37 (12-63)
~ ."
COMMONkEALTII OF PENNSYYLANIA
'f.RANSFER Il"IlIERITANCE TAX
RESIDENt DECEDENT
->.,. .-
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who
ave"an interest, vested. contingent or other
wise, in estate)
SCHEDULE "0"
~
BENEFICIARIBs
RELATIONSHIP
(If step-children or
illegitimate children
. are involved, set
forth this fact.)
SURVIVED
DECEDENT
STATE YES
OR NO
. DATE
OF
BIRTH
>'-",-
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INTEREST OF
BENEFICIARY
IN ESTATE
Doris M. M ers sister e
804 Fourth Street
New Cumberland,PA
P. Otto ne hew es rin
Belvedere t
Carlisle, PA 17013
St. Paul's Evan elical
Lutheran Church
West Louther Street
Carlisle PA
Canal Zone
$1,000.00
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
,
.
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Real Property ..................
Personal Property ....
Transfers .........
SUMMARY
. (Sch. "A")
. ...........(Sch. "B")
........(SCh. "e")
(1)
(As Reported)
(2)
(As Determined)
Gross Taxable Estate.
.............................,...................
$ ..
$ ..... ..........
$.
$ ..
$
$..
$
$
$
$
$
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RCC.3B~
I
'COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owner! by the decedent jointly
wi th anot.her or others, including intangibles, standing in the name of' the decedent and others. List
real estate fli.st., as entireties, or 10int tenants, giving brief description, as indicated under Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as 1n
Schedule ~B", plus date of acquisition, and the name, address and relationship (if any) of c9-owners to
the decerl.ent.
x
Description of Property, Date of' Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
ex: 0< ()( ()( >Q<
~ X>~XJ"^ :>00<:;(><<
0< ~ xX ~x xX
Unit
Value
Estate
Valuation
pe rcen tage
Share
Q
0<
0<
.
Insert this total opposite ~Jointly Owned Property~, Schedule KEft
1n the "As Reported" column on the last page of this return.
DEPARTMENT VALUAT ION
CAUTION-Do not Write
In Th1s Space.
Value of Value of
Entire Decedent's
property Interest
VI
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RCC-81 l6-73J
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOU'R REPL. V PL.EASE
REFER TO
InheritOnce Tax Division
NOTICE OF FILING OF APPRAISEMENT
VOW M. MYeM
805 4th StlLe.eX
/Jpw r.flmhp/7Po"rI Po 11010
,
(Executor or Administrator)
In Re: estate af
1U ~ Ju:vr.d E. O:t:tn
CumbeJLf.and
Caunty- File Na. 21-18-0094
Dear M4. MyeJt.4,
Vou are hereby notified thot the OlLigiYl11.f
appraisement in the estate of 1U1'1uvui Eo IJ:ti:o
has been filed in the office of the Register of Wills of CumbeJr1and
County on Mal! 25. ,19R, Said appraisement reflects the fallowing
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$13.560.00
55,928.90
None.
None
$ 69.488.90
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22,1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rote of six (6%) percent per annum is charged..
Any party in interest who is aggrieved by this notice may abject 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 May 25, 1978 Signed {'~ ,p, _ k. .f:!.f(J-
Title CHIEF APPRASIER
,~
Note: This is not a bill.
I RCC-2 (2-641
I COMMONWEALTH OF PENNSYLVANIA DATE Ma.L( 25. 1978
A' '<'
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY CumbplrJavrd
BUREAU OF COUN:rV COLLECTIONS
HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 21-78-0024
Whereas, RhhaJLd E. O:t~o late of Bo!tOu9h 06 Np.w Cumbe!l1.a.nd
in the County of Cumb e!l1.a.nd Commonwealth of Pennsylvania, having died on
the 6:th day of Ja.vr~!! 19K, seized and possessed, or an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, 1M K. GleAm . an appraiser duly appointed according to law,
having been designated to make a fair and conseionable 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.
Unit Appraisement
DescrIption of Allet Values Made for Inheritance
rall Purpolu
RonP n, ..+.. $ 13 560 00
pOJrAovrnP PItO L 55 928 90
lil1V1T HpJd .+.. None.
~. I... . None.
TOTAL ASSETS 569 488 90
-
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,
<
i
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 25:th day of Ma.~~ ~ ~ . 19-2L.
-<I - K. ...J': JI. ~
Appl'1liae1'
(l'4\Jmber Ilnd Street)
HiWlMbUltg , Penna.
(Po.t Qffle\')
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