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Home My WebLink About01-31-78 Fo'm No. OCC.62 (6.70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE Ie, 1"1. EFFECTIVE JANUARY I, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) c2 ''1/" - ,~", ,.' '7'- # , ". OFFICE OF'THE REGISTER OF WILLS County of 0 0.. .9~~~o:r:~~??-......... Elmer R. Morrison 1507 Spring Road Carlis1e,Pa. .............0. 0....000. 00..00.00.0....0. '..0....0 of ................,... 0" .., ..00. 0 ......0. 0 ....,. (N &me) (Addreae) sworn . . legatee belOng duly accordIng ro law deposes and saj's that he IS rhe ..uu.....__...mm..__u__.m'.m.__.............m c __~..____.___________,,!,_A_______________' - (Exec., Adm.. Lcsatc'e. Etc.) Gertrude F. Glover 0 35 North Bedford Street of the estate of whose last resIdence was .___..uu.........mmuu...uumm...__..__mmm.... ---.-- --.-. - - -- - -- - -- ---------- - --. - - - -. - - - - -- ----- - - - - - -. ~ ( No,) (Street) Borough of Carlisle . 0 9-11-1977 ,uu__m...,___.m__,...mmu.mummuu.dec~ased, and that the whole of the es~are of saId decedent, who died .m"'---"1ti--.)'mm..... (City. Borough or Township) ate consisted of: JAN 3 . I REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY, BY ENTIRETIEs. GIVE NAMES. ADDRESSES AND RELATlOj!fSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE Personal Property Furniture at apartment $ 200.00 1964 "DART" --Salvage value as gi ve'r. bv Rufe Chevrolet 2") 00 .J / eT ' /7 r:'- ,-1 :i - -/;1//')/ /0 - / ::Sf. .' '/ ..::x / - ,'J / ( " 0 .........../ / J-t G NOTE: You may expedite the processing of this return by filing with it, and as a part of the rettl~n, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. ' Jointly Held Property , .;; ~ ,. Cumberland Valley Savings & Loan--Account # 220551 in name of Estb ~ Vo..'K. Cumberland gmllmt~ Valley Savings & Loan--Account I I I I i I I the name of I I (1000.00) I I I # 93686 in the nam~ (1517.79) ! Gertrude F.Glover OR Elmer and Anna Morrison 1c.">Y',"YC<"'~I.L-d,,~.J:I.../ Naidt.".i1Q.l G;"l.....I;'_, :<: ..'j 'I'" ;I J Cumberland Valley Savings & Loan--Account # 6695i53cin v oPs..(.IPL 7- ~ ~'. 7 (.. Gertrude F.Glover OR ~lm8F ~Anna Morrison ':!500. 00) ., of Gertrude F.Glover OR Orris L. Morrison Checking Account # 182-l06754-l-Commonwealth National Bank in the name of Gertrude F. Glovver OR Orris L. Morrison (+116.84)~, I :x1wK~~:masx (Accounts ~ TAXABLE) \ ~5-() ~, .;. f. 250.00 )) i~J;;YJ' (1 C, QOO.: 99 l (' = .: -: 758:90 558.~~ Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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:- I RELATIONSHIP OF JOINT I HOLDERS TO DECEDENT ~ I I + I I ! NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELA TIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and theil' addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Elmer R. Morrison Brother Yes 1507 Spring Road .- Carlisle,Pa. 17013 I ~ Orris L. Morrison Brother Yes I I 324 N. Baltimore Avenue i I Mt. Holly Springs,Pa.. 17065 I i I I I l -t-----.~- l' DEBTS AND DEDUCTIONS CLAIMED List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT Funeral expenses paid $ Family exemption (will not be allowed unless decedent died residing with a spouse or children,) Administration Expenses. Counsel fees. Fiduciary commission . ( .) See Note below Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission 01' debt is grea~er 01' less than the estimated amount claimed and allowed. C;ornmi;si0;'1 c~p;;e;; ':!/.. < v.:L K I~C. iZ'{';J..[ 1-- ;i.b...-. .......~.,(~.. -'~i"Lega.tee ,...,. .+.59.7. .~p.:r.t!1g, .~,qM,.,.,.,..",.."" (Street Number) Carlisle,Pa. 17013 ... ........................................... (City or Town and State) ~'r"' " Subscribed and sworn to before me this, , ~. :-, -,-. . :..:f, . . . , . , . . . January . . . . . , , . . . . , . . , , . . . . . , . . day of , ....,.."..,......,., '97,$, ,/ '--~ ,a[,C0f'~"-;-. . .. , .., .. . ~::'P;-r:. c;-: \'/1l1..$ ct'~,"" . . ~~~lng. be~n dUl,Y s.i.~/n ;;::din,gd:: ::~,..I d~. here~y ~el}~~:1 the above ~ppraisement i~'"'re. inC,onformity with law on this . '.' .' ~;};;;,~: .';<-. '.~;.~~~ "::.~.. . .. . . .. .. .. . .. Appn,iaer In the event that any future interest in this estate is transfened 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-inheri- tance taxes at the lawful collatel"al rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for, . . . , , . . , , . . . . , . . . . . . , , . , . . . . . . " County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction, Dated: ",..,...,...,..,..,..,...,....,.,.,.....,.., Register of Wills COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG "I! ""..J f:\ f<i',:,)1 ;OI)Hl'r C.UI l.ECTlON~ RCC-43 (4-69) SEr 23 9 21 AM '11 NOTE: TO BE SUBMITTED IN TRIPLICATE (.,..,~"' ~...J C) ) / ., ~ v.....,-_ 6.1::.-'--<-- / ".-( ~,-<.- 1'", Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvan ia Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTIONCumberlan1 Valley Savinas 8. Loan Association ADDRESS 16 West High St. .Carlisle. PA 17013 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 220551 NAMES ON ACCOUNT OR INVESTMENT ~.?t~d. f ~lnv.~ T~ F- R Mn~~iAnn, R.n. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Gertrude F. Glover. Tr. ADDRESS AND COUNTY 35 N. Bedford St. .Carlisle. PA 17013 DATE OF DEATH September 11. 1977- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR E. R. Morrison. Bene. ADDRESS J2X 1507 Spring Rd. ,Carlisle. PA 17013 RELATIONSHIP TO DECEDENT Brother DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED November 7. 1974 BALANCE, INCLUDING INTEREST ~ DUE, AT DATE OF DEATH $ $505.20 v' ~,.- t../ " . , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 1: ' ,L ; B !i1.t f',j Of I;UUN r ,[, l E CTIOH:; RCC-43 (5-65) SEr Z3 9 21 AM '11 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harri sburg, Pennsy Ivan ia Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Cumber12nd Vall",y Sav"nli~ Ilnd LnM A>'Icl'\/"iation ADDRESS 16 West Hiqh St..Carlisle. PA 17013 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 93686 NAMES ON ACCOUNT OR INVESTMENT Gertrude F. Glove"', Tr. O. L. Morrison. Bene.. DECEASED JOINT DEPOSITOR TRUSTEE OR INVESTOR riertrude F. Glover, Tr. ADDRESS 35 N. Bedford St..Carlisle. PA 17013 DATE OF DEATH Sectember 11, 1977 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR O. L. Morrhon, Bene. ADDRESS 324 N. Baltimore Ave.. Mt. Holly S~rlnqs. PA 17065 RELATIONSHIP TO DECEDENT Brother DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED November 9, 1973 BALANCE, INCLUDING INTEREST $1 515 43 DUE, AT DATE OF DEATH $ ,. . ,; i ( '.,) /' / i.j RCC-81 (6-73) COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Elmer R. Morrison 1507 Spring Road Carlisle, Pa. 17013 (Executor or Administrator) In Re: Estate of Gertrude F. Glover Cumberland County - Fi Ie No. 21-78-0038 Dear Mr. Morrison: You are hereby notified that the original appraisement in the estate of Gertrude F. Glover has been filed in the office of the Register of Wills of Cumberland County on February 14 , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None $ 225.00 None $3,579.05 $3,804.05 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 rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may obiect 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 February 14, 1978 Signed Title Chief Appraiser ~ ~ Note: This is not a bill. R C C-2 (2w64) COUlIi"rV Februarv 14. 1978 Cumberland . Ol;PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE FILE NO. 21-78-0038 Whereas, Gertrude F. Glover late of Carlisle Borough in the County of Cumberland Commonwealth of Pennsylvania, having died on the 11th day of September 19E, 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 taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of A.llt Value. Made for Inheritance Tax Purpouli REAL PROPERTY NONE $ NONE 1--1 PERSONAL PROPERTY $ 225.00 225 00 TRANSFERS NONE NONE -- -- JOINT-HELD PROPERTY $3,579.05 $3,579 05 TOTAL ESTATE $3,804.05 $3,80<', 05 - , Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 14th day of Februarv 19~. r J.... LL>?..<__- ie'; ,--/'il~'_-t:'~.,,,~-:;,--- Appraiser (!l\lm~_ and Sjrt~t) Harn.SDurg (PoIt 0IIl..) , Penna.