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Home My WebLink About09-02-78 .~ .1 COMMONWEALTH bF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 'I RCC"S3 (4-73) , ;-; RESIDENT DECEDENT COUNTY clEf> 2 fi,nM),?fl)and IMPDRTANT, This return must be completed 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 Rellenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF Addies-~Mar~op ack/~nnison M Mnrton EXECUTOR [STATE F(jLL NAME .OF DECEDENTI Late of Cumberland County ~ State of _-. } ss, County of ~: Donald M. Morton of the .estate of the above-named decedent being duly sworn, depose S Executor and soy S (MONTH) (DAY) , 19-JJL-{~estate leaving 0 lost will, copy of w.hich ;5 hereto attached..} (y EAR) Intestate Decedent died January 15 Name and address of oHorney or } other o~thorized repres.entofivc to whom 011 corr~spondence should >!: r. ;led. Donald M. Morton 14113 Bauer Drive. Rockville. Marvland 20853. That a,s such_~xecutoJ:" deponent is familiar with the affairs of said estate and the property constituting I EXECUTO R-ADMINIST RA TO R) 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 de,pu~y of another, or in decedent's individual name, with right of access .by another as agent or deputy, with the exception of the, following: -. M;ri NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S.-IFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT -FH..s.t.-EaIlk-and.-'l:r" s t rom '~nd-Ma~ke~--S~~-MechaRic8gYrg, FA- u~, _" ,,__~__ . . That the contents of said safe deposit box or boxes are itemized .under Schedules wi th th.~ exception' of the following, for the reasons hereinafter set forth: B of this' return, That Schedule A attached hereto and made part hereof sets forth fully and i,n detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mo.rtgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record there or. It .a)so se.ts. forth in the columns provided therefore the asse~sed 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 individually, or in trust for any other person..or.persons ~ _... .... -(r giving also separately the accrued interest thereon, if any, down to the last interest day'pri6r to'deted.erl.t~s ._..... "". . "".w;. ,=._~ death in the case of savings banks, and to the date of decedent's death in all other casc"s; atl'bonds,~~p6S-ta3 - . -' ~ ~ ~-.., .. savings, treasury certificates or notes and other evidence of indebtedness'of the Uhited :States to ~the (fe~ ~ ",. 7-":" >0 :..- - cedent; all obligations, whether by statute or agreement they are designated as tax fre:-:e, .of:the UnHed Stat~"S2 or any state, or political subdivision thereof, or of any foreign country, which are owri-ed;at \he..time of--aeathf -, ~ .' ~ /,., v . aU i-vearing apparel, jewelry, siiverware, pictures, books, works of art, household furniture--:'.Ihorses, carritl'ges, . - , ~~--:,. ,,~,:- ,.-;-,' automobiles, boats, and any and all other personal chattels of whatsoev~r.,k.1fld. or nature,....lcft ~y 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 promissory notes or other"instruments in writing for the payment" of money of which decedent died possessed, of whatso~ver naihre, 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 depreciatio'n 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 wer. payable upon th~ 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 sec\~ .jties owned by"the decedent at the time of death, with the.market value there~ of at such time. '< In the case of securities of clos8 or family corporations, the. valueE: 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 a180 8ets forth the interest of decedent at the time of death 1n any co-partnership or business, and in support of1the value of such interest there 1s annexed to said schedule, financial statements showing the assets and l1ab1l1tles of said co-partnership or b.usiness. 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, 1ts 10cat10n, 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 wj th the fair market value thereof, any other property owned or bequeathed by the decedent at the time of d~ath. The SChedule C attached hereto and made part hereof sets forth a trUE' anslrer to each inquiry contained therein and in the caae 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 enjoyment at or after death, there is also attachecl 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 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 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 nMnes 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 for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's 'Nill, if any, died prior to decedent, the dates of their death, their issue, and the relationship of" such issue to the beneficiary. That Schedule 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 efeecting 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 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 fHes 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 lmpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except tho~;e allowed under Section 6~1 of the Inheritance and Estate Tax Act); together with a statement of collat'~ral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed ohligations 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 in Schedules .A., "B", .e., .E", and "F" a~ directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .. ..............._1l~9,;.-~\ day of ............t.la ................ .~Wj.,-, -, ,,,,,U, P/,-;-....... ' ...~':.~~,' ,- "', ,k I.";,, ,-\,)nUlll:;"';;':>" UtlJ.<!S May 25. ..... 19..Z!L... tt{I~ . .'c....ct} v::. .._.,.{~Cl.2f1....~.~.........._.........______ (Ezecutor-AdminiatTator ) (Street Num&....) (City or Town 11M Sto.te) NOTE: Before signing affidavit make sure all blank spaces in the affidavit ard schedules annexed are filled in with details or the word "None", and in case the assets include rare~nd wlllsterl securities, securities of close or family corporations or an interest in any co-partnership or business, 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. RCC-34 14.731 COMMONWEAL'I"H OF PENNSYLVANIA DEP'ARTMElfT OF REVENUE BUREAu' OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of martgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant:in common with another or other, shauld.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 Commott}V8olth of Pennsylvania should be described by lot and block number, street and_ street number, to-gether with a general description of the property, with a reference to the record of the-, conveyance by which the decedent took title; If a form state number of a- cres; also sta~ement of mortgage encumbrances upon each parcel at death of decedent. Toxes, assessments, accrued Interest on mortgages, ete.,are to be listed on Schedule !IF" and must not-be d~ducted from this sehe-dule. (1) (2) 13\ DEPARTMENT VALUA TION CAUTION (Do not write In this space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMATED MARKET VALUE ~LJ1cLl' 37 7.. 0 j..fjAA /3.0 - t 6- ~ 'I. 4 17, ?pI!P J 4/"- , $25,000.00 .3'il, hl!'lO.110 - House and lot situate and known as 411 Main Street, Mechanicsburg, Cumberland County, Pennsylvania 3'i? (f1f1J. <f'!) I ..... Insert this totol opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last poge of this return. 3i MO. QD . RCC~35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* COMMO~WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all 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 must be listed under Schedule ~Eff. Intangible p~rsonal property, titled in the name of the decedent, but paya.ble at death to another or others, including but not limited to p.a.D. U. S. Savings Bonds and tenta- tive trust aCcoWlts, 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 ~iduciary in said capacity, partnership interests, interest in anyundistributed 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 of death, should be listed 1n this schedule. Item No. ITEM List and describe fUlly UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) COl1llllon Stock, American Telephone & Telegraph Company, No. P305578 - 4 shares ,~2. ~37 J35. 7,j- .;1,35,15 ~ Common Stock, American.Te1ephone.&.Te1egraph Company, No. 64X4687547 - 12 shares ~2. "37 7D? ~ i 1Dl.~&f Col1llllon Stock, American Telephone & Company, No. 0277140 - 8 shares Telegraph ~.131 if7/ 50 l.\ .., \. 5 D .. f\.~;: ~1 ,::;'t -1,-.;. .. -~ -;" t..~, ":HI. ~.' I - ,. r, v J ....... ."-- , .4_:< :..'1 ~j:_..j,:!Zcl< . ,~ - -'-- :f- ~.'.: f.' /,' lJ .., ~.. _0:..... , .l. "-~ J "~",, ... 1./' I }: J..l ~ ~.., J- .~ Continued on attached sheet, -11 D. 00 1"1 D. 00 Insert this total opposite npersonal Property", Schedule "B" 1n the "As Reported" column on the last page of this return. x X ~\ \~>'1. '-\9 'SCHEDULE B - CONTINUED (Estate of Addison'M. Morton) ~ Item No. 1. 2. 3. 4. 5. , 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. ' 54. 55. 56. 57. 58. 59. 60 61. 62. 63. 64. 65. 66. 67. 68. ':l. ',." Item .1 Unit ./ Value - , 1 mirror 4 throw rugs 1 hall table 10.1< 14 rug 3 throw rugs end tables Winthrop desk drop leaf.t"ble 1 ., side table 4 Uph9lsterecichairs 2 w,Ooden .chairs 2 foot sto91s 5 table lamps. 13. small pictures 4 m~tal candlesticks 1 fireplace screen and andirons 1 cocktail .table 1 sofa 2: ",mi rrors 12 x 12'rug dining table buffet sofa color t.V. set,. table model upholstered .chairs 2 4 dining chairs 2 table lamps 3 mirrors alcove with assorted dishes 1 foot stool 1 electric stove 1 electri.c reGrigerator wooden chair electric toaster assorted dishes, pots and flatware dresser mirror end table portable sewing.machine carpet sweeper love seat 8 x 10 rug dresser bed . .3 end tab les 1 side table 1 wood chair chest of drawers 2 mirrors upholstered chair double bed dressing table and mirror mirror dressing benches 2 end tab les lamp double bed dresser with mirror 6 suitcases trunk, metal cot, veni tion blinds end table J wood chair crib .'. . " ~ automatic.~~sher power lawnmower : miscellaneous garden tools . . - , I i.......~i Monogramed silver tablespoon 2 pins, bracelet, ring $2.50 gold piece, 1850, mounted on gold chain gold pocket watch , Est'imated . M~~ket' Vaiue Department Valuation $ 10.00 ------ .50 2.00 1.00 25.00 25.00 30.00 5.00 12.00 10.00 3.00 5.00 2.00 2.00 3.00 5.00 20.00 6.00 1.00 75.00 35.00 50.00 40.00 5.00 20.00 6.00 3.00 10.00 50 20.00 25.00 5.00 2.00 25.00 .3.00 1.00 1.00 5.00 1.00 25.00 1.00 10.00 5.00 10.00 5.00 3.00 10.00 2.00 2.00 5.00 10.00 50 2.00 2.00 50 10.00 15.00 50 3.50 10.00 30.00 ,5.00 3;00 ::.... te1J.56 60.00 20.00 15.00 5.00 110. Do ~cc- 36 COMMONWEALTH OF PENNSYLVANIA TRANS<~R INHERITANCE TAX SCHEDULE "C" TRANSFERS *~ RESIDENT DECEDENT (1) Did "decedent, within two years of'death, make any transfer of any material part ~ his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) 0 r (2) Did decedent, within two years of death, transfer property 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 1s 1n 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). (4) Did decedent, 1n 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) __..Na......- (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 transferee'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 transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enj~ent of or the right to income from the property transferred? (Answer yes or no) 0 (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 (7) Did decedent in his lifetime make a transfer, the conSideration for which was transferee's prmnise 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 beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) ~Tg' . (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) NOTE 1: The anSwers to these questions shou~d 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 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 tima ted) DEPT. VALUATION (Dept. Only) NonL --' Insert this total opposite nTransfersn, Schedule "en in the "As Reportedtt colunm on the last page of this return. NDnL RCCC3? (12-63) . ; COMMONWE,\:[.TII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT '\ SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED 1 (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH . . T.1 14113 Bauer Drive,. Rockville,Md Grandchild Yes 1(2 antiques,jewelry, cJ.otn1nl;, , .", +. .~~ . and appliances family he1rJ.ooms. Linda C. Morton Grandchild Yes 1/2 antiques, jewelry, ~lothing, a1snes, . ~. '.L' , nd annliance f amil y ~eirlooms nnnolrt M Morton Son Yes 1/2 residue 14113 Bauer Drive, Rockvi11e,Md T ~h_ ^ .Tr. r.rand"on Ye" Ib.residue 750 NE 64 St. ,Bl08 Miami, Florida - James R. Morton Grandson Yes 1(4 residue 7'iO N"R hb. ", Bl08 ....,. "R.lndrto , - -, ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~, .... .. Q . ~'l~ "'<e;" b. " .~r" E .-..... ::s E"- -o"S.8 <( E. ~8:a Q " :;~t: llE8. g ~ SUMMARY . (Sch. "A") ... ..................(Sch. "B") ..............................(SCh...C..) Real Property Personal Property Transfers ...... ..................... Gross Taxable Estate (1 ) (As Reported) $ $... $ $. $. $... (2) (As Determined) $ $ $ $ $ $ .... i z .. tIl .. '" ..l .. - " ;.. '" II <t tIl Cl ell '" - - <t -< .. CII: = t:. '2 II. l>. 0 .. II. l>. .?; '" -< '" <t ~ := tIl ;.. tIl ... I-< '" Q S 0 ~ :I: ... -< ;; ~ 0 I-< Z I-< '" l>. t:. tIl - i- ~ 0 0 CII: c = ~ 0 0 II. '" tIl .. .w .. ~ - J CII: J:;; 0 J C '" -< - 0 '2 0 i:. E 's ..-. .2: S 2 -=='"0 .. <> 0 :::~ ....l U U . ." .. ~CC-38 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 with another or others, including .intangibles, standing in the name of the decedent and othersa List real estate first, liS entireties, or joint tenants, giving brief' description, as indicated tmder 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 columna Personal property should be listed as in Schedule fiB", plus date of acquisition, and the name, address and relationship (if any) of' co-owners to the decedenta Description of Property, Date of' Acquisition, Name Address and Relationship of' Co-Owners, and Place of Record of Instrument, where Real Estatea ~ %<<~ ~ ~ S8~ ~:S8Pi: ;sg~~ 5<X: >0<: = 'X 'X State Capital Saviugs aud Loan Assodation SaviDgll Acct. No. 002-000-4101 Joint with John Morton Principal '4) /;j{t:;V .6'if Intereat to date ' 01 of death -/I' I () unit percentage Estate DEPARTMENT VALUATION Value Share Valuation CAUTION-Do not Write In This Spacea ~ >0<: '^ Value of Value of 'X <<~ :s< Entire Decedent's << property Interest '{-Z~ ~w.Jtt9 ,&.9 ~l~~<:j.~ !J ~ {;;jd,q. "J!> :; SaviDga Acct. No. 002-000-4102 Joint with Donald Marton Principal }()~ () LJ (. .Of.) I.terllllt to dat of r'l death !J..l)..!:>~ \ fA. t If) ~t 7.'1~ 5p33.13 ;; 510a3.1~ \ ~hU,~D6.J.. ~,,\V\..\~~.- M.'" (,,1 la 35'0 3. - J:. La\ ~ck ~. ~~ fu. '6"\,;).0\1:' ~1,{)'30.asj ~ ~J-. 5/5, :Jll I b~.~'~ I 5IS.~D .' Insert this total opposite "Jointly OWned Property", Schedule "E" in the ~As Reported" column on the last page of this returna 1.118.18 <-, , . , RCC.42 (4-77) . . . 8ANK NO. COMMONWEA~:rH OF PENNSYLVANIA DEPARTMENT OF REVENUE DATE FILED NOTICE OF DECEDENT ACCOUNT STATUS 2-10-78 Submit in truplicate within \0 days otter knowledge of STATUS oD'omttH NO: (JOINT. TRUST, OR INVESTMENT the death. E 11-7-69 RETURN COMPLETED NAMES ON ACCOUNT SOCIAL SECURITY NUMBER(S' FORMS TO LOCAL COUNTY Addie M. Morton or 459-58-5124 ,. INHERITANCE TAX OFFICE John A. MortOn SURVIVING DEPOSITOR (Beneflc:lary) INFORMATION' ~ DECEDENTINFDRMATION NAME RELATIONSHIP NAME DATE OF DE:ATH John A. Morton TO DEC'13W' Addieoll M. Morton 1-15-78 ADDRESS ADDRESS 14521 SouthWest 280th Street 411 East Main Street Naranja. Florida 33032 CITY c~erland Mechanicsburt,J ZIP c BANK/INSTITUTION ADDRESS BALANCE OF ACCOUNT AT boo $ , . State Capital Savings & Loan Assoc. INTEREST ACCRUED AND COLLECTIBLE AT 000 $ S.loV"' 4,45~.G3 P.O. Box 1861 Second Street TOTAL $ Harrisburg, Pa. 17105 BAN K AUTHO RIZ"-TION I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR"EeT REPRESENTATION OF IN FORMATION IN OUR FIl-ES IN ACCORD WITH SECTION 742 P I a. E TAX ACT OF 1961. SIGNA2;RE 'OF FINANCIAL INVESTIGATOR DA2E 10-78 ( ~ ."J"i0t-C1..- ?a-9tJ{..(4LC--~ - . , :uo pa"l AN" "! JJoda.. oN '(pappD 1!ID~dw3) ..'(0(1 ,. "DIIDP lM'pun~ aa'~~ lMa.xa ~DU laDp ~~aap JO aW!l ,o'il JD J!sodep 8'14 U8'1M Juno:t:)D It:)AS OJ p.l068.1 U! p...!nDiJ.: :; ; IIDIt' UOllD3!HtOU ON ....uno3:tD 8" 04 I.lOA!A.lnl .10 ,IOA!^JI". alp to "'."ppD PUD alllDu 8"'. pUD UOIJRJ!J'UI ID!3UDLl!j a~~ ~~!M ~~Dap JD a~Dp a~~ ID l!sodep UD JD pe~la^u! ~UDOlL" 8'11 'J_W4,aAU! ,10 J,sodap IS1\4 .10 IUlot 8'1t to UO!"'Da~ .l{~ to ....op a'i" 'uoIJad iM"De3"P .'P fO awau 8'11 6u!^!6 JoaJ~lj. anueA8H JD ~ueW~Ddea a~~ .<J!~DU 01 ~aap a~ JD .6p.IMO"~ "~D dDp (01) ua~ U!~~!M UD!ln~!l"U! IDPUDUH a'il JO ;4np a~~ aq IID~I ~! 'a!p IID~I ~ue~laAU! JO ~!IOdep a~ 01 U!~Dd 8'11 fa auo PUD ""-'fIG .10 ,Uit"JOUD 'OJ ...,n.q U! luoS,lad.lo UOIJ8C1 o fa .WDd .~ U! .10 8J!M pUD pUDqI"Ii UD", ".1.110 IUOIHKI ."ow .10 ON4 fO tawDU...... U! DlLlDAIAsuuad U! P....o:)01 UO!.nIH'u: ID!3UDUlJ D U! pal'. AU! .10 p8l!s0d8p "! A.auow ua'IM" '~IIDnp!^!pu! ~uapa..p a~ ~q Pla~ I~uno..y (t OO'QU;$ ,apun .'UDIDq D ~l!M l~uno"D ~U!Or !Z: 'I~uno"o aJ!M pUD puoqlnH (I 'la!~Dd pJ!~ pUD aJlM pUD puoqln~ ~ Pl"~ I~uno..y (S '~~OJ 01 pUD "JunO::Ji:llD ."D'I' '.!Ioelap fO '....D3 !f!....:>> 'D't:.ns '.Juno:):)o JU8W4IMU! IUlor (r I~uno..y ~I",J. (t I~uno..y 6u!~.a~::> ~U!Or (Z I~uno..y 16u!^OS ~U!Or (L '1961 :I 0 J.::>Y XV! 3 J.Y J.S3 aNY 3::>N'f'J.11I3HNI 3HJ. :10 ~"l NOIJ.::>3S :uo p." !nbe.l 5! J,lode.l V . --'""'" ,. .". R CC..42 (4-77) ~. COMMONW'EAP'H OF PENNSYLVANIA DEPARTME NT OF REVENUE DATE FILED 2-10-78 Submit in truplicate within the death. . .' ;' NOTICE OF DECEDENT ACCOUNT STATUS 1 STATUS OF ACCOUNT NO: (JOINT, TRUST, OR INVESTMENT RETURN COMPL ETED FORMS TO LOC AL COUNTY INHERITANCE TAX OFFICE .SU~VIVING DEPOSITOR (Beneficiary) INFORMATION RELATIONSHIP TO DECEDENT. son NAM'bona1d M. Morton ADDRESS 14113 Bauer Dr. Rockvi11e, Maryland 20853 BANK/INSTITUTION ADDRESS State Capital Savings & Loan Assoc. P.O. Box 1861 Second Street Harrisburg, Pa. 17105 . NAMES ON ACCOUNT SOCIAL SECURITY NUMBER(S) Mrs Addie M~ Morton r Donald M. Morton 450-58-5124 DECEDENT INFORMATION NAME DATE OF DEATH Addison M. Morton 1-15+8 ADDRESS 411 East Man Street CITY C'ellhlber1and ZIP 1"'lG55 v" Mechanicsburg BALANCE OF ACCOUNT AT 000 $ INTEREST ACCRUED AND COLLECTIBLE AT 000 $ TO TAL $ , ~u,u67 .40'" BANK AUTHORIZA TION I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORR-ECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD WITH SECTION 742 PI B. E TAX ACT OF 19fH. SIGNA"TURE 'OF FINANCIA!:-~_VESTIGATOR DA2;..lO-78 ZU/l-'/<.t:{. //i..t"A;JOC.L?,-~ '. '(pappo 1,10qdw:!) ,,'(O,} C. "olloP pa'pun~ aa.~~ paa~xa IOU laop ~~oap ,. aw!! 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ON '.a,I.Iod P'I~ puo aHAI puo puoqln~ ~q Pla~ I~uno~~y (S '~IJOJ 01 puo "Iuno:):)o ."o'f,s ''!soap fa '....o:)!I!....' SD lpn' "IUnO):)O ...uaWlS.AU! tUtOr (t I~uno"y ~1O'.l (E I~uno"y 5u,~~a~:l ~ular (z I~uno"y 16u!ADS ~u,or (L '1961 ~O .l:lY XY.l BY.lS:! aNY :!:lNY.lI~:!HNI :!H.l ~O Z~L NOI.l:l:!S :uo pa.. !nb... '! J,lod... 'f .,.'-. . ::,~~ . \'~ ... .." ., .. COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISB'URG 17127 . Rf;CEIVI;O BURIIAU OF COUNTY COI.LECTlONS JA~ /8 W 43 .~H '18 . . "taLt ;,." .-.. ~ .. $.. RCC-43 (4-71) NOTE: TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAl INSTITUTION ADDRESS Oautli'iin Oebas1 t . an &T1'ust, co. ':!13 Market Stl'siat . .Harrisburg. PSMsVl vanis ZIP CODE "17105 . Pennsylvania Department of Revenue . Bureau of County Collections Gable Building, 3rd, Floor 411 _S._ Second Street Harrisburg, Pennsylvania 17127 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: '..~ .:~. ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 61 '12 353 3 ." NAMES ON ACCOUNT OR INVESTMENT Addie M..' Marton ol'Donald M. Mi!l'tan:', . , .1anUBl'V 15,.1918 DATE OF DEATH DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR AddieM~Martttn ADDRESS 411 'E. Main St. Met:hanlcahura..Pa.1?OSS COUNTY ZIP CODE , J " SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR RELATIONSHIP TO DECEDENT Donald 11. Morton' Unknoll/l'l San -- - -- j ADDRESS DATE DEPOSIT OR INVESTMENT 'WAS ESTABLISHED 8-20..73 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ '11J:!ID .39 \\ \\ (\ i)~ ", "111 ,~,. V,~.M. (j SignaOUre TITLE .1Q Ann C.. Stover AsatetantManagar . Otllp~s1t Acco.~tSarvlcelll * REV"518 (B"7B) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.o. BOX 2970 HARRISBURG 1710S IN YOUR REPLY PLEASE RE:FER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Donald M. Morton 14113 Bauer Drive Rockville,M>> 20853 (Executor or Adm ini strator) In Re: Estate of Addi son M', MorTi,"' Cuinberland County - Fi Ie No. 21:'" 7fl-0011 Dear You ore hereby notified that the Original appraisement in the estate af Addison M. Morton has been filed in the office of the Register of Wills of Cuinber1and County an 15 February 1<)7):119_, Said appraisement reflects the following valuatians: Real Estate Personal Property T ronsfers Jointly Owned Total 38,000 00 2.184.49 None 7.778.78 $47,963.27 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,inclosive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty doys after receipt of said notice as provided by Section 1001 oUhe In~erit'!.nce and Estate Tax Act of 1961, 72 P. S. 2485.1001, P. L. ~ '2'-.>--Q-<-- ~ Date 15' February 1 lJ7lJ Signed . - (5 Title Administrative Officer '" ~ ------., Note: This is not a bill. REV-457 (8-78) COMMONWEALTH OF PENNSYLVANIA DATE 15 February 1979 DEPART\IllENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Ctnnberland BUREAU OF FIELD OPERATIONS P.O. BOX 2970 APPRAISEMENT FILE NO. 21-78-0033 HARRISBURG. PENNA, 17105 Whereas, Addison M. Morton late of Mechanicsburg in the County of Cumberland Commonwealth of Pennsylvania, having died on the ,c;,t-h day of T~nll::1l"Y 19l1L, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti , 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 as'sess transfer inheritance taxes at the lawful collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes o ._i $ 38 000 00 Personal Pronertv 2 184 49 ~, None .Tointlv Owned 7 778 78 Total M~ MO 100 . , , Have been duly sworn according to law, I do hereby cert~ that the above appraisement is made in conformity with the law on this ] 5tp day of '- ' ~ r. ,-----\-' 19 1.2..-, , c-j-Q.:z:5 \ '--"--'Cv--..---.....,~ . Appraiser (Number and Street) Harrisburg , Penna. (Post Office) ~ - --- . . . ~ >. I- al !- - c: Z v " W ~ 0- 8 ::. '" r-j .... w al '" Q j! \ /'1 ~ ;;: 1 J w a: ---, -, ::> 0.. . \~ - Z r{\ : 0.. " l <t [",I w r-J'lcl X ~: > I t: <t ~ -, : W I r '0 -', a: I- -- - w ..... I ~ u. lii lii P<:,l '" ..-- 0 -"": ",- '1:l 0 - )' 0 z :3 '" u ~ ~ ~ ~- : - ::\ ~ t;+' l- f >( ~ <t ~ .:3 - I- 0 -'\ '" C3 z 0 co co ], ~ -'>: ",- a 'Ii! '- -- " i l'( ~: a: j y g J _co " W 0. a JI w Q ... "0 ::!: ~ :a :t: '" I- ~ J .<::- - ~ "0 .<:: z \- - '\; co a: u - lii 's, - <l: c: - ~ I- '" ..... 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