HomeMy WebLinkAbout02-17-78
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, .. FEB 17197*8. ,.;{' ';v:: ~k
COMMONWEAL TH OF PENNSYLVANIA AI- / t1 V{/
DEPARTMENT OF REVENUE , '
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF CllMBERLANn
IMPORT ANT,
This return must be completed in detail and filed in duplicate, with all attache.d,,:with the Register of Wills of the
County where decedent resided; Return is.due within nine months after da~e of death, unless an-extension is granted
by the Secretary of Re~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)-
Cumberland
} .AFFIDA VIT OF
JmXmHlR EXECUTRIX
XIXllI~X~'
IN THE MATTER OF THE ESTATE OF
WILBUR H. FOUGHT
,(STATE FULL NAME OF DECEDENT]
Lote of
County
State of
Pennsylvania
Cumberland
) ss,
County of
maHwaJOXlX
ELIZABETH M. FOUGHT.
of the estote of the above-named decedent being duly sworn, depose S
ExeculPd.x
and 5ay S
January
lMONTHl
Namo and address of attorney or }
athcr authari:r.'od representative to whom
011 correspondence should be mailed.
13.
(DAY)
, 19~J testot~ leaving a lost will; copy of which ill hereto attached,,}
[YEAR) ~HH)QH
Decedent died
Georqe M. Houck. Attorney-at-Law.
Nationa~ B"nk B1 rlg _, M",,,,h,,n; ","hllrq. p" _. 17055
That as s~ch~_xp:cnTT; yo deponent is familiar with the affairs of said estate and the property constituting
, (EXECUTOR~ADMINISTRATOR)
the assets 'thereof and their Fair market value.
That at th~ time of death there was no safe deposit box registered in decedent's individual namc::, or jointly with, or
as agent or deputy, of another, o"r in decedent's individual 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 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
"
The First Bank and Trust ... W;1h".. H ~"'M --,,-, ~.' - W; -Fe
of MeChanic~b~ P" M' --;-
".
That the ,contents of said safe deposit -box or boxes are itemized under Schedules A&R of this return,
J with the exc~p.t/on'of, the following, for the reasons hereinafter set forth:
That Scheclule A attached hereto and made part hereof sets fortii"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"'uptin 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 provide'd 'therer-ore, the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of dece"dent.
That Scheclule 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 :~he decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit iil banks of deposit, savings
.d..".<Jlj,
banks, trust companies, or other institutions, whether individually, or in trust for any other person-~or person's"~
~', I "'-
giving also separately the accrued interest thereon, if any, down to the last interest day pridi to decedent's ,{..~
death in the case of savings banks, and to the date of decedent's death in all other cases;"~ll-bonds, postal .~).~..,
savings, treasury certificates or notes and other evidence ~f indebtedness of the United Si~tes t~ the de- .
ceden't; all obligations, whether .by.statute or agreement they are designated as tax free, of ,the United States,
I .. ',,0. _ I 'u" ~. ;: l-" ,.'.... or. _..i. \ ~
or any state, or pohtlcal subdlvlsl,.n thereof, or of any foreign country, which are owned at the time of death;
all "W~~~~in,g,tP~a~el, ~e~.~4;? ~i.l'.:'~rw3:,r~t1~}_ctures, books, works of art, househ~ld furniture, h'o~~s, cardag~s, .......t~
automobiles, boats, 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 decedent 'and-of all
claims due and owing decedent at the time of death, and all promis sory notes or other',instruments in writin'g
for the payment of money of which decedent died possessed, of whatsoe"ver nature, with interest th'er'eon, if
any, g}ving 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 ite~; ail m~neys
payable to the estate from life insurance policies carried by decedent; all annuity and endowm'ent contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and- dividends
due thereon and unpaid as of the date o~ death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the,market value there-
of at such time.
..
. .
.'
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 aSsl~ts and liabilities
thereof 8S of the date of death. The schedule also sets f'orth the interest of' decedent at the time of
death In any eo-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 as may be pertinent to a fair and just appraisal of the decedent' 5 interest
therein must be submitted. It should also set forth in itemized form, together with oU:e 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 ans.er 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 E'ach 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 cony
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 anr power of appoint-
ment ve~ted in decedent, either individually or jointly, by the w.ill, deed, or other instrwnent 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, ir any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedenl~'s Will. It also
contains a statement showing which of the beneCiciaries named in the decedent's will, ir any, died prior
to decedent, the dates of their death, their issue, and the relationship or such issue to the beneficiary.
That S.:"edule E attached hereto and made a part hereof sets forth all prope-rty, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, stilnding in the name
oC the decedent and others, plus the date and place of record of instruments erCecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
or 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 paid;
family exemption, where applicable; costs of administration of this estatej counsel fees and fUdiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravenlarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and tmpatd at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
615,1 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 w111 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 .A-, -B., .e., -E., and -F. as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
r,j'l C'i:-~,.,: ~
J ~, ! ,:,]$
...~ti~~~~%r~"t._-
.....50.1....WilliiUIIIL.GrQy.e....BQ.aa.....___.__..
(Street Number)
Mechanicsb.w::g.,..~.a..,.....l1Q55.............
(City or Tow" IInd StAte)
......_......_....__L1::ff...
/'" .
..... day of ./~&~""1.7......... 19..1JL
.-~.?:r..~~':\.,
.IUI,',"",
-:c'
......d.:t'...J_'...:..2..
!::I't"':'r"
, _.,..1.]
.....
NOTE: Herore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word .None-, and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnerShip or b'~siness, that the
data and statements required under the paragraph above relating to Schedule -B- are attached. Also make
certain that column #1 in the -Summary. has been properly completed as above-directed.
i
RC C.34~ (.4.'-3) .
. ,~MMONWEAL TH OF PENNSYLVANIA
'bEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
'RESIDENT DECEDEN,
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to 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 real property located In the Commonwealth of Pehnsylvonla should be
descrIbed by lot and block number, street and atreet number, together with
a general description of the property, with a reference to the record of the
conveyance by which .he dtltcedent took title; If Q farm state number of a.
eres; also statement of mortgage encumbrances "pon each parcel at death
of decedent. :TCUC8S, assessments, accrued Interest on mortgages, etc.,are
fa be Ifsted on Schedule JlF" and must not'be deducted lrom ,hi. schedule.
(1)
(2)
(3\
DEPARTMENT
VALUA TlON
CAUTION
(Do not write
In thIs spoce)
ASSESSED VALUE
FOR YEAR OF '
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
An undivided one-half interest in resi-
denceproperty situate at 507 Williams
Grove Road, Mechanicsburg, Pennsylvania,
consisting of two-story brick and frame
single dwelling and lot of ground, having
a frontage of two hundred (200) feet
along the South side of the Williams
Grove Road, and a depth of two hundred
(200) feet.
For Title Reference, see Deed dated
June 24, 1971, and recorded in the Re-
corder's Office in and for Cumberland
County, Pennsylvania, in Deed Book "n",
Volume 24, Page 780.
,
This property was appraised by
G. Conner, 2159 Market Street,
Hill, Pennsylvania, at a total
of $48,000.00:~
117<( //3 $',
IJ~J. 'IU'O
'Jt./o
~,r I"
.,,9 '-/
-;I
PJ G'I
. ~
Lester
Camp
value
$24 ,000.00 ~MtJ. 6)0
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column On the lost page of this return.
$24,000.00 d?f tl&tJ. tit)
~,
. .
RCC'::35 "!
, .
"'coMi.ioNWE~TH OF PENNSYLVANIA
TRANSFER:INHERITANCE TAX
RESIDENT.DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'*
INSTRUCTIQNS:' This Schedule must disclose all tangible and intangible personal property owned individually
by the de~edent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "En. Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.Q.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, household
goods, and" furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in- bank,
stocks, mo:rtgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to t1?e estate or fiduciary in said capacity, partnership interests, interest in anyundistrlbuted
estate of!or income from any property held in trust under the will or agreement or another, even though
located o~tslde of the State, at the time o~ death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UN IT ESTI MATED
VALUE MARKE.T VALUE
DEPARTMENT VALUATION
(00 not write 1n
this space)
1.
The 'First Bank and Trust Company of Me-
chanicsburg, Pa.:. ~
(a) . Checking Account U21-315-6 :V_
(b) . Certificate of Deposit ll3352 @ 7!.z%
: per annum:
, Accrued interest to date of death:
S~ate Capital Savings & Loan Assoc~tion:
(a) Savings Account ll0020001884:~
I AcCrued~f!rest to date of death:
(b) Sing1e~~~nt Savings Certificate
llW6308 @ 7!.z% per annum:
Accrued intere~t to date of death:
(c) Term Certifica Savings Account
ll002-20-10696 @ 7!.z% per annum:
Accrued interest to date of death:
Carlisle Building & Loan Associ;fion:
(a) Savings Certificate ll2543~~7!.z% per
annum:
Accrued interest to date of death:
(b) Savings Certificate ll3046 @ 7!.z% per
annum:
Accrued interest to date of death:
Cumberland County National Bank and Trust
Company: ~
(a)' Income Certificate ll10286 @ 7~% per
annum :
Accrued interest to date of death:
Interest check dated January 11,
1978:
Cumberland Valley Savings & Loan ~socia-
tion: I
(a) Savings Certificate ll6684130 @ 7!.z%
per annum:
Accrued interest to date of d~th:
(b)' Savings Certificate ll6691951;'@
7 3/4% per annum:
, Accrued interest to date of death:
Dauphin Deposit Bank and Trust Company:
(a) Certificate of Deposit ll352 @ 7%
per annum:
Accrued interest to date of death:
Fi~st Federal Savings & Loan Association:
(a) Savings Certificate 11745 @ 7!.z% per
annum:
Accrued i~t~st to date of death:
(b), Certifiea~ ~~vings Account
#17-19323@ 6~% per annum:
Accrued interest to date ~death:
(c) Savings Certificate ll5518 @ '7~% per
annum:
2.
3.
4.
5.
6.
7.
Insert this !total opposite "Personal Property", Schedule "B" in
the "As Reportedn column on the last page or this return.
x X
$--4,673.69
20,000.00
-70.83.
---10,936.23
~ 19.16
20,000.00'
-50.06
10,000.00
_25.03
20,000.00.
_54.23
-21,500.00.
-58.30
.....11,000.00
_4.43
_66.46
23,000.00
-61.51 .
_2,000.00
_5.53
.....20,000.00
-58.41
..-31,000.00
.::16 .51
.--3,000.00
-6.42
___2,000.00
.:190 541/. 'i! I
j
.'" , Rec ;35. ::,
. .
(CONTINUED)
.
'*
. 'COMMONWEALTH OF PENNSYLVANIA
TRANSFER'INHERITANCE TAX
RESIDENT DECEDENT
i SCHEDULE "B"
PERSONAL PROPERTY
,
Item
NO.
10.
11.
12.
13.
14.
15.
INSTRUCTIONS: This Schedule must disclose dll tangible and intangible personal property owned individually
by the decedent, at the time of his death. ! Property owned by the decedent jointly with another or others
. I
must be l~~ted under Schedule "E". Intang~ble personal property, titled 1n the name of 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, desPlie the fact that they are nat ot the administered estate.
. ,
:Tanglble personal property Should be listed first (e.g. jewelry, wearing apparel, househo~d
gOOds, and furnishings, books, paintings, automobiles, boats, etc.)
. I
.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 t.tle estate or fiduciary in. said capacity, partnership interests, interest in any undistributed
estate of.or income from any property heldlin trust under the will or agreement of another, eVen though
located outside of the State, at the time br death, should be liSted in this schedule.
I
ITEM
List and describe fUlly
UNIT ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
8.
Accrued interest to da~e ~th:
Cd) Savings Certificate #~893 @ 7~%
per annum: :
; Accrued interest to date of dJlPth:
Harris Savings ASSOCiation:,' ,;':' _
(a) ! Savings Certificate #110928 @ 7l:!%
,
per annum: '
Accrued interest to d~te of death:
West Shore Savings & Loan ~ssociption:
(a) Savings Certificate #d139v( 7~%
per annum: I
Accrued interest to date of de<<th:
(b) Savings Certificate #d00780~7-3/4%
I per annum: I
Accrued interest to date of death:
York Federal Savings & Load Assogiation:
(a) Savings Certificate #13045~ 7~%
per annum: I
Accrued interest to date of ~ath:
(b), Savings Certificate #13046,,4 7~%
I
per annum: I
Accrued interest to dCfte ot/death:
(c) Savings Certificate #7000/11723 @
7~% per annum: :
Accrued interest to date of dea
(d); Savings Certificate #700019980 @
7~% per annum: i
Accrued interest to date of death:
1 Share Common Stock, Cumb~r1and Valley
Cooperative Association: i
Certificate J-690 for $2500.00 6l:!% Sub-
ord~nated Debenture of Agway, due
7/1/1987: I
Accrued interest to date of death:
1950 Chevrolet Pick-up Truek:
1968 Chrysler New Yorker, 4~door auto-
mobile: I
Misbe11aneous Tools and Eq~ipment, as
appraised by Chuck Bricker! (See attached
list) :
9.
22,000.00
-59.64
15,000.00
-40.69
18,000.00,
_50.44
0,000.00
-24.68
--0,000.00
_12.34
"""'10.00
,...-2,500.00
...... 5.98
-250.00
- 250.00
_1,615.00
I
opposite "Personal Property", Schedule "B" in
column on the last page of'lthis return.
i
I
Insert this' total
the "As Reported"
x X
-
RCC'- 36
'.,
COMMOlil'/EALTlI 01<' PEliNSYLVANIA
TRAliSFER INHERITANCE TAX
SCHEDULE "c"
TR~NSFEnS
Il+'''
~
RESIDEliT DECEDENT
(1) Did" decedent, within two years ofdeuth, make any transfer of any material part of his estate, without
receiving a valuable and adequate consifleration therefor? (Answer yes or no) No
(2) Did rlecedent, within two years of d'~ath, transfer property from himself to himself and another or
others (inclucting a SpOUSfl) in joint ownership? (Answer yes or no) No
(3) If' the answer to (1) or (:2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent' 5 heal th at time of making the transfer. (Note 1).
(c) Cause of' decedent's death. (Note 1).
(I (4) Did decedent, in his lifetime, make any transfer of' property without receiving a valuable or adequate
con~ideration thereror 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) No
(b) What was the t-ransferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which tran5feror expressly or impliedly reserves ror his life or any period which does
not: in fllct end before hi~; death:
(a.) The possession or enjoyment of or the right to income from th~ property transferred?
(Answer yes or no) No
(h) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) Nn
(6) If ~he answer to (5) (b) above is in the affirmative, state ~hether the right was reserverl in decedent
alone or others
(7) Oi(l'rlecedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay. 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,
because of a reserved power to al ter, amend, or revoke, or which c01l1d revert to decedent under terms
of transrer 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 al ter, amend, or revoke the inter-
est' of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1:: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationsh~) 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 detaileci. statement of facts on wh.tch 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
(Estimated)
DEPT. VALUATION
(Dept. Only)
NONE
NONE
~
Insert this total opposite "T,ransfers", Schedule "e" 1n the
"As Re~orted". colul1D1 on the last page of this return.
NONE
~
" .
.
:ROC.!3';' .(12:63)
l;O~IMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DEl'EDENT
SCHEDULE "D"
BENEFICIARIES
\
h
" ~. .. . -,..,.
..l. ._, . ~ " , .. RELATIONSHIP
BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED DATE INTEREST OF
State full names and addresses"ofrall who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or,other are .involved, .s,et STATE YES .IN ESTATE
wise. in estate) '-)j(O~' iorth this :iacU OR NO " :JBIcRTH":r q 'll"'o(1,rn VJ Jt't!(J~j
Elizabeth M. F011~lif /'.?, n J! Wife Yes Life Income in Trust
507 Williams Grove Road ~onsistina of Resi-
Mechanicsbura duarv Estate
Pennsvlvania 17055
Donal" F. FoulYht- Son Yes One-half remainder
381 South Columbia Aven"e interest in Trust
Columbus t"onsistina of Resi-
Ohio. 43209 dua....' Estate
Robert 'A. Fouaht Son Yes One-half remainder
1810 Bn~k; "'''ham Drive I interest in Trust
Lincoln consistinq of Resi-
Nebraska 68506 duarv Estate
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, ....
, .
.
) '. ,
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. ....
.
on.('ln~)~"'':
Deponent fur"ther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
,
;
.
(1 )
(As Reported)
H,PPO.OO
295,544.81
..
o .
-..~
"<"
-=: C
"c CiI e
.... -::s
e"-
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< e_
, 0-
.."",
o "
:;t:;t:
l: " 0
" e 0.
~ .:!
SUMMARY
. .(Sch. "A") $
.. ............(SCh. "B") $
.......... (Sch. "C") $..
(Sch. "E")
............ $...
$.
$}19,54..81
Real Property
Personal Property
Transfers
J"intlYCl\.nle<i
PJ:OPE!~Y.
Gross Taxable Estate.
. ..N<me..
None
(2)
(As Dctermined)
$
$
$
$
$
$
.d
t- tll
~i ::l
Z e
~ w
- " ..l
>0 "'- Eo<. " 0 ~
w i3~ 1%1 '"
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- C tll 'l:l ~
..: 0 Iol d " IlC
~ t.. ... ::l lIS 'S Ilo
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"" 0 il r-I " Ilo
~ ..: ~ " I-l ~ ~
W ;0.
W t- lrl. Q CII .. =
"'" j S
0 ~ :c .. < II'< ~ ~ ~
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RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wit.h 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 descriptJ.on, as indicated lrrHler Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of st3.te real estate value in 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' Acquisi tiQn, Name unit Percentage Estate DEPARTI./ENT VALUATION
Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write
of Record of Instrument, where Real Estate. In This Space.
S< 9S :%:%% ~~:& :x 0< :x ~>O<:5O<::SO ~ Value of Value of
XJ XI N Deceden t t S
Q ><; >s;> ><; 6( 6( ~ Entire
:x 6( >0<: 'X :x :x :x Property Interest
NONE
NONE
NONE
l/ArnL
.
Insert this total opposite IIJointly Owned Property"~ Schedule "E" NONE
'in the "As Reported" column on the last page of this return.
Jw,u
RCC-81 (6.73)
COMMONWEALTH 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
Elizabeth M. Fought
507 Williams Grove Road
Mechanicsburg, PA 17055
(Executor or Adm ini strotor)
In Re: Estate of
Wilbur I:i. Fought
Cumberland
County - Fi Ie No.
2l-78~0030
Dear Mrs,' Fought:
You are hereby notified that th!, ' Original
appraisement in the estate of Wl.lbur H. Fought
has been filed in the office of the Re,gister of Wi lis of Cumberland
County an March 6 , 19~, Said appraisement reflects the fallowing
valuations:
Real Estate
Personol Property
Transfers
Jointly Owned
Total
24,000.00
296,544.81
None
None
$320,544.81
As to such tax that is paid within three months from date of deoth, a five (5%)
percent discount is allowable. As to ony tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16,1971, inclusive;
and twelve months when deoth occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any porty 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 March 6, 1978 Signed ~4'L- N. ~
Title Chief Appraiser
Note: This is not a bill.
Ii
I R C C-2 (2-64) March 6,
. DATE 1978
. COMMONWEALTH OF PENNSYLVANIA
, " . DEP).RTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland
EitJREAU OF COUNTY COLLECTIONS /
HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO, 21-78-0030
. Borough of Mechanicsburg
Whereas. Wilbur H. Fought late of
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 13th day of January 19 78, seized and possessed of an estate
subject to' Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, 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 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 ~axes at the lawful collateral rate on any such future interest.
Unit Apprailement
Description of And Value. Made for Inheritance
Tax PurpOlei
Real Property $ 24,000 00
Personal, Property 296,544 81
Transfers None
Joint-Held Property None
TOTAL ASSETS $320,544 81
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Having been duly sworn accordin~ to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 6t day of ~ J<'. ~ 19~.
A.ppraiser
(N\Jmbfto and Stl"fl!tg . b
arrl.S urg , Penna.
(Poat OfBeel
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