HomeMy WebLinkAbout06-19-78
Form RC C .10 ~I~')r-.;;~ OEOUCnONS ALLOWED IN
- /3 '7:J.9-:J..1
OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ....... .... $................<..............................
<<-
REGISTER OF WILLS DATE APPROVED ~~..;zOrlG,i?~
Cumberland AND DEDUCTIONS
OF COUNTY
AND AGENT OF THE COMMONWIALTH ~~ t OvY\~~~
:;~hJ ~ n.dJ~'.I" <] IQ1 r
Reglder of Wills, Agellt (:::/"'.1.. ~ lp-. .
."
MARVIN R. SHIRLEY \\ Borough of New Cumberland '-J
ESTATE OF L.ATE OF
DATE OF FILING APPRA'SE"'ENT~ I~"" 1978 OATS OF DEATH January 9, 1978
DA.TE NO. OF NAME OF PAYEE REMARKS AMOUNT
VO UCHI;"
01/23 78 Register of Wills Letters, etc. 31 00
01/25 78 Cumberland Law Journal Advertising Letters 18 :00
02/08 78 The Evening Sentinel Advertising Letters 16 65
02/09 78 New Cumberland Fire Dept. Ambulance Charges 15 00
02/09 78 New Cumberland Borough Water and Sewer Bills 29 30
02/09 78 Darr- Th 1.imma Insurance Administrators I Bond 94 00
02/09 78 Lewis B. Buchannan Fuel Bill 292 65
02/09 78 Edith Seipe. Tax Collector 1977 School Real Estate Tax s 199 02
02/09 ~. Phillips Petroleum Co. Gasoline Bill 60
(v8 19
02/09 78 Ri verton Cons. Water Co. Water Bill 15 26
02/09 78 Bell of Pennsylvania Phone Bill 25 77
02/09 78 Family Physicians Assoc. Medical Bill 23 00
02/15 78 Gilbert W. Parthemore Funeral Bill 1,925 00
02/15 78 Amoco Oil Company Gasoline Bill 156 23
02/1'> 78 Korvettes Inc. Bill 73 91
02/15 78 Pomeroy's Bill 67 45
^~ 11') 78 Sears Roebuck & Co. Bill 376 04
02/15 78 Lewis B. Buchannan Fuel Bill 82 93
02/15 78 CCNB Bank, N.A. Mastercharge Account 595 57
02/15 78 P.P. & L. Electric Bill 63 01
03/31 78 Borough of New Cumberland Water and Sewer Bill 29 30
Bill. -
03/31 78 Lewis B. Buchannan Fuel 91 34
03/31 78 Edith Se ipe , Tax Collector Real Estate Taxes 83 07
03/06 78 R. Douglas Cassel, M.D. Medical Bill 160 00
04/ 78 Register of Wills Filing Inventory & Appraise 6 00
04/ 78 Register of Wills Filing Debts & Deductions 3 ,~oo
Form RCC.la
OEDUCTtONS ALLOWED IN
"
OFFICE OF THE
REGISTER OF WILLS
Cumberland
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ,-, -, ,1:?"'"J:J..P:?:l
OATE APPROVED - i~~.?ft;lr19~ 3'
~VU( ~. ~[lQ,'\:o'''''
Reglller of Wills, Age"t . ?-
OF
COUNTY
AND AGENT OF THE COMMONWEALTH
ESTATE OF MARVIN R. SHIRLEY
LATE OF
Borough of New Cumberland
OATE OF FILINCiI APPRAISEMENT April
1978 DATi OF DEATH January 9, 1978
DATE
NO. OF
VOUCHI;",
NAMIL OF PAYEE
REMARKS
TOTAL
AMOUNT
929 44
2,581 93
33 00
14 00 I
21 00 ,
2,000 00
392 00
2 00
1,093 44
1,093 44
1,072 86
13,725 21
02/28 78
02/02 78
National Central Bank
Installment Loan
.yu..;
Household Finance Cons.Disc Installment Loan
Register of Wills
Filing Account
Commonwealth of PA
Roger B. Irwin
Gary R. Shirley, et al
CCNB Ready Credit
Filing Releases
Notary Fees
Family Exemption
1977 Income Taxes
1977 Income Taxes
Recorder of Deeds
Roger B. Irwin
Gary R. Shirley
Internal Revenue Service
Attorney's Fee
Administrator Fee
Account Payment
.
COMMONWEALTH
"
OF PENNSYLVANIA }
CUMBERLAND '" ,..'- __,
- HaroTd3.S.~ rr;Win ,
Jr.
COUNTY OF '
HEREBY CERTIP'Y, THAT. TO THE BEaT OF
hlIY t(NOW~EDCilE AND BELIEF, THE ,.OAEaOING II -A JUST AND TRU I .rATEMENT OP' DEBTS, P'UNERAl. EXPENSES AND EXPENsa 0,..
AgMINI;TRATION SUBMITTED TO THE ESTATE OF MARVIN R. SHIRLEY Ee...
.... , All CEDUCTIONIi FOR
~~\ERITANe. TAX F.URPOSES, ,~ ~/~;1 A!/~ /'~ ~ /\ (L, S,)
.. SWQRN AND 8UB8CAI81D BEFORE ME THill '1'.1.).0. -AY ot' ,,- - Har0 fd tSC~~ =rtiY.f':iY, c_ Jri/ "'-
--: April ~ ",...---~-... '.. ~--'.~ ~.......
. 'DfL-r J ~~l (\.~ rW'iJ;'iI,i!, NOTARY PUBliC
"'l1I'''': ,~t~\~'i'ltH:.RLAND COUNTY
"t ::'l-: 'IY COM,.rS:>ION EXPIRES OEC, 15, 1980
. ....., Mstnber. Pcn!lsylvsniaAsscciationofNotarles
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
i\PR 1'0'-
RESIDENT DECEDENT
~, ~ -..
COUNTY OF CUMBERLAND
IMPORTANT,
This return must ~e co~pleted 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 of death, unless an extension is granted
by the Secretary of Re'itcnue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) -
IN THE MATTER OF THE ESTATE OF
} AFFIDAVIT OF
EXIlU:JLIDOR
Co'"~ ,"'m~Mro. e
MARVIN R. SHIRLEY
(STATE FUL.L NAME OF DECEDENTJ
Late of
CUMBERLAND
PENNSYLVANIA
) ."'
State of
County of CUMBERLAND
~ARY R. SHTRLRY, DENNTS E. SHIRLEY and RLAJNE L. FAHNESTOCK
Admin(strato.f ...: of the 'ostate of the ab~ve~named de~ed.nf being duly SWOt";, "depon and SCly
Decedent died .T.qnl1.::lY'Y 9. 19.1..8.-{~'"'te+e-~1r~si~nl;-eo1')""'Uf-wtm:h-ts-hIn'm-~~,,}
., (MONTH) (DAY). (YEARl Intestate .
Nome cmd address of attorney or } TRWTNJ TRWTN & TRWTN
other authorized repre6.entative to whom
011 eo"....nd..'..h..ld b. m.iI.d. 44 South Hanover Street. Carlisle, Pa.
X~~~WX
17013
That as such Administratorijeponent is familiar with the affairs of said estate and the property constituting
..l.-.x<<~..g...ADMINISTRATOR) .
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 individui:11 name, with right of access by'another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NA.MES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
MnNR
That the contents of said safe deposit box or boxes are itemized under S~hedulesN--1 A of this return,
wi th the exception. of the following, for th~ reasons hereinafter set forth:
That Scheelule 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. It also sets forth the
mortgage encumbrances upon each parcel of. real property:at the date of death, giving the amount still due at
death, name or" 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 ea.ch of" said p~~cels, the estimated market value there.of
as of date of death of decedent.
Tha't 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, s~vings
banks, trust companies; or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down ~o the last interest day prior to decedent',;.
death in the case of savings banks, and to the date of decedent's death in-;all other cases; all bonds-,"'p"'os't~1
savings, treasury certificates or notes and other evidence of indebtedness of. the United States .~o-.the de-
cedent; all. obligations, whether by statute or agreement they are de~ignated as tax fre~, of the Uniteil States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the dme of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles-, boa.ts, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly" estimated market value thereof; all bonds and mortgages held by dece.dent and-of all
claims due and owing decedent at the time of death, an.d all promissory notes or other'instruments in writing
for the payment of money of which dece~dent died possessed, of whatsoever nature, with interest thereon, if
any. giving the face value and estimated fair market value thereof, and if such estimated fair-market value be
less than the face value, it sets forth briefly the reasons for such depreciation 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; aH 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 owned 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 sub8~antl~ted by financial statements of the corporations, showing the &Bsets and liabilities
thereof 8S of the dAte of death. The schedule also sets forth the interest of decedent 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 toe agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business &s 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 forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of' decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoynlent at or after death, there is also attached to the schedule a COI!y
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 paEses 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 w111, 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 rorth the names and addresses of all
persons beneficially interested in this estate at the time or 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 or 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 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 \"esti ture of
real estat.e and the date of acquisition of personalty, plus the name, address and relationship, if any,
or co-owrlflrs to the decedent.
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 eXt!mption, 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 decedentj debts and claims owing ami tmpaid at time of
death; tales 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, 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 therewit~
That the totals of the appropriate columns in Schedules wAw, W8", we., "EW, and "FW as directed therein,
have been carried forward and properly registered in the Summary.
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b~J\tY\~'^6:In\;!ru?~~._.. ~~r.~.h~ : ~e1'lPor..~:'~a~t St.
;;'~BEJ:)rct~btAND COU"" ~--.N_""'~
1ft COMMISSION EXP:RlS DEC. IS. 1980
_bOf,Pennsr,vania AsSOCiation of Nolll,le. E LAINE....L........FAliN.ES.TQ.CK.......9.5....3Q.ut.o.....H;l. gh
(~-or-'Poam-end--6....) . St.
NOTE: Before signing afridavit make sure all blank spaces inNth~v~~~itP~a schedules annexed are
filled in with details or the word wNonew, and in case the assets include rare and unlisted securities,
securi ties of close .01' family corporations or an interest 1n any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule WB" are attached. Also make
certain that column #1. in the "Summaryw has been properly completed as above-directed.
)\
R~.CMJ~Jjt73) ,
COMM~.Wl:AL TH OF PENNSYLVANIA
DWARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvani~, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenont ,in common with another or other, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held os joint tenants with right of surviarship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Penh-sylvanhl should be
described by lot and block number, street and street number, together with
a general description of the proper'y, with a reference to the record of the
conveyance by which the decedenf took fltls; If a farm state number of a.
crGS; also statemen' of mortgage enc.umbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on ma"gages, 8te.,ore
to be listed on Schedule "f" and must not oe d~ducted from this schedule.
(1)
(2)
(31
DEPARTMENT
VALUA TION
CAUTION
(00 nDt write
In th15 spoce)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
~AI!. 1't.A/-t Er./7IlW ~~,
1.
One story frame dwelling house and
50 feet by 140 feet lot of ground
situate at 520 Second Street, New
Cumberland, Pennsylvania (See Deed ~;.
Book "K", Volume 14, Page 564).----- $13,040.00 $20,000.oq
20,000.00
J '.I. fJ 0
~
1Jl ~ D
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TOTAL
InsJt this 'total opposite "real property", Schedule "A" in the
"As Reported" column on the lost page of this return.
$20,000.0
xxxxx
. ,
GA
..- "
,,,:" C.-:35
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~',9COMMONWEALTH OF; PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B" 0
PERSONAL- PROPERTY
'*
IN~UCTIONS: This Schedule must disclose anootangible and intangible personal property owned individually
.,-.fyf/ t~e decedent, at the time of' his death":. Property owned by the decedent jointly with another or others
must be listed under Schedule WEft. Intangible personal property, titled in the n&me of the decedent, but
payable at death to another or others, including but not limdted 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 estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, househo~d
goods, and furnishings, bookS, paintings, automobiles, boats, etc.)
~ Intangible personal property, such as bonds, treasury certificates, cash on hand and in- bank,
..
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary 1n said capacity, partnership interests, interest -In any undistributed
estate o~ or income from any property held 1n trust under the will or agreement o~ another, even though
located outside o~ the.State, at the time of death, should be listed in this schedule.
"
Item _,
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MAllKEf VALUE
DEPARTIIENT VALUATION
(Do not write in
this space)
"
TOTAL-------
232.00/ 232.00
31. 98/ 31. 98
950.00,/ 950.00
/ 560.00
560.00
~ ""
- 94.88V
94.88
$1,868.86 I , 868. 86
..
1 Cash on person----~-------------~-------
2. CCNB Bank, N. A.; checking account
No. 809-504-4 (bank statement attached)-
3. 1972 ChE vrolet Nova automobile----------
4. Furniture, Etc.-------------------------
5. National Central Bank - refund~--~~---~-
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: Insert this total opposite "Personal Property", Schedule "B" in
: the "As Reported" COlUIlDl on the last page of this return.
x X $
. ,0
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CUMBERLAND COUNTY
NATIONAL BANK AND TRUST COMPANY
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B~rDG1: IH::""R Fay"'!".
N[w CuMeEFlt....No. PrNNSTLv"'NI"
Irwin, Irwin & Irwin
44 South Hanover Street
Carlisle, FA. 17013
ATTEN: Roger B. Irwin
Gentlemen:
January 28, 1978
JAil 3 1 REC'D,
Reference to your correspondence of January 23,
1978, concerning balance on checking account of
Marvin R. Shirley. Our records indicate a balance ~
as of January 9, 1978 (date of death) was $31.98.~
If you have any further questions, please contact
us.
DEM: sd
Very truly yours,
~
D.E. Machemer, Manager
Checking Account Department
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TRANSFER INHERITANCE TAX
I
RESIDI'NT DECEDENT
I
(1) Di~ decedent, within two years of death, make any transfer of any material part of his estate, without
rebeiving a valuable and ~dequate consideration therefor? (Answer yes or no) NO
(2) Dl~ decedent, within two years of neath, transfer -propert.y 'from himself to himself and anotheI" or
otbers (includJng a spouse) in joint ownership? (Answer yes or no) 1\TO
(3) Ifjthe answer to (1) or (2) above is in the affirmative state~
(a) Age of' decedent at ttme of' transfer N / A
(b) State of decedent's health at time of making the tran5fer~ (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Di decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
corlsiderution therefor which was to take effect in possession or enjoyment at or after his death?
(Ajswer yes or no) NO_
(a) Was there any possibility that the property transf'erred might return to transferer or his
estate or be 5mb,iect to his power of disposition? (Answer yes or no) N/A
(b) What was the transferee's age at time of decedent's death? N/A
(5) 01 j decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
th~refor under which transferor expressly or impliedly reserves for his life or any period which does
no~ 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 1Yl" no) NO
(6) If he answer to (5) (b) above is in the af'firmative, state whether the right was reserved in decedent
ala e or others NY A
(7) Did decedent in his lifetime make a transfer, the consideration for which was transfereet s promise to
pa.y income to or for the benefit 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,
bec use of a reserve<\ power to alter, amend, or revoke, or which conld revert to decedent rmder terms
of ransf'er or by operation of law? (Answer yes or no) NO.
(9) If he answer to (8) above is in the affirmative, was the power to alter, amend, or reVoke the inter-
est of' the beneficiary reserved 1n the decerlent alone or the decedent and others?
(Art wer yes or no) NO
NOTE 1: The answers to these questions should be supporterl by af'fidavit by the attemUng physician as
well as a copy of' the death certificate.
.NOTE 2: If anSwer to any of the above questions is yes, set forth below a description of the property
transferred, itts fair market value at nate of death, dates of transfers and to whom tr~nsferred, with
relatiohshiP of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers ar 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.
'<
SCHEDULE He"
TRANSFEHS
Il+"
~
ITEM
DESCRIPT ION
MAlUillT VALUE
(Estimated)
DEPT. VALUATION
(Dept. Only)
NONE
None
.
NONE
Insert this total opposite "T:ransf'ers", Schedule "C" in the
I
~ As Reported'" column on the l,lst page of this return.
, RCC-37 (1 -6~)
I. .
I' COMMONWEAL '1'11 OF PENNSYYLANIA
TRA,NSFER INI ERITANCE TAX
RESIDENT DECEDENT
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; BENEFICI~RIES AND ADDRESSES
(State full names and addresses of all who
aye an interest) vested, contIngent or other
ise, in estate)
GARY R -.H'V
520 Sebond Street
New Cumberland, Fa.
Dennis E. Shirley
27g North Front St.
NewDorc. Fa.
El~ine L. FClhnf'Rtnck
95 Sou1h Hi~h St.
Newvil~e Fa.
.
--
. .
SCHEDULE "D"
BENEFICIARIES
'. .
RELATIONSHIP
(Ii step-children or
illegitimate children
are involved, set
forth this fact.)
Snn
. .
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Daufrhter
SURVIVED
DECEDENT
STATE YES
OR NO
Voo
.. .
Voo
Yes
DATE
OF
BIRTH
~
WlP~
INTEREST OF.
BENEFICIARY
IN ESTATE.
1/"
-.-. ". '"''
1 /-0
1/3
IDeponent turt er says that all the above-named benertciar1es 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. "CO)
(1 )
(As Reported)
(2)
(As Determined)
..-............... ....................... ........-.....
$.
$. ........
$..
$..
$
$.
$
$.
$
$
$.
$
Gross Taxable Estate .
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.
Rcc.sa
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDEJT DECEDENT
I
INSTRUdTIONS: This schedule must disclose all property, real and personal, ownec1 by the rlecedent jointly
wI th anbther 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 under Schedule
I
"AIf, plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out br state real estate value in estate valuation column. Personal property should be listed as In
Sehedul "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the dee dent.
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Desertp Ion of Property, Date of Acquisition, NllJJIe Unit pe reen tage Estate
Address and Relationship or Co-Owners, and PI ace Value Share Valuation
of'R cord of Instrument, where Real Estate.
(38 38 ::>< :x <x 0< :x :x ~
:x :x <x <x XX X:gg %:>< %
::>< <x~ :x
Ux :x :>< X> :x <X
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
property Interest
NONE
None
Ihsert this total opposite "Jointly Owned Property", Schedule "E"
i~ the "As Reported" column on the last page or this return.
NONE
, .
Rcc-a I (6-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
en." Sh.Utt
52~ 2Nd si~.
New Cumbenland, Pa. 17070
(Executor or Administrator)
In Re: Estate of
MVtv.i.n R. Sh.Uttey
Cumbenland
County - File No. 21,~78-0029
Dear 1Wt. Sh.Uttey,
You ore hereby notified that the OJvi.a.i.nal.
appraisement in the estate of MVtv.i.n R. SlUJr.e1.y
has been filed in the office of the Register of Wills of Cumbenland
County on June 19, , , 19~; Soid appraisement reflects the fc>llowing
valuations:
Real Estote
Personol Property
Transfers
Jointly Owned
Total
20.000.00
1,868.86
None
NOne
21,868.86
$
As to such tax that is paid within three months from dote of death, 0 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 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. 3~ .
Dote June 19. 1978 Signed ~?L-, J(. ..Jl1~
Title CHIEF APPRAISER
Note: This is not 0 bill.
I RCC-2 (2-64)
COMMONWEALTH OF PENNSYLVANIA DATE June 19, 1978
.
I DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX CumbeJtlalld
I BUREAU OF COUNTY COLLECTIONS COUNTY
I HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO, 21-78-0029
I
I Whereas, MeJLv.i1l R. S!WLt I' late of Ne.w ClunbeJtlal!d
w,
in the County of CwnbeJl~altd ',"' Commonwealth of Pennsylvania, having died on
the 9th day of JaltUJ1JtfJ 19K, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, 1M. K. G.eehn . 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 fol1owing 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 Ufe 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 Aplltaisement
De!crlptlon of Allel Vallllls Made for Inheritance
lox PurpOlel
ReaR. PM $ 20 000 00
PeJL601laR. PlLOneJ!.tfl 1.868 86
Jobtt Held PMr.JeJ!.tU NOlle
T Jr.a.n6 i eJL6 NOlle
.
mTAL !; .21' 868 86
, , "
,
,
~
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 19:t.h day of ~~ .J.J i . 19--L8-.
""'-...-. Ie v...._
Appraiser
I (M\JmbeT and Stnet)
, H aJrJr..U b Wtg , Penna.
(Pm OI'!Iee)
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