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Home My WebLink About02-03-78 . RC(~~~ (d~73) COMMONWEAL TH OF PENNSYLVANIA 'rF8 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS !/') '" RESI[!EN"1 DECEDENT COUNTY OF Cumberland IMPOln AN". This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the Conntv whne decedent resided; Return is due within nine months after date of death, unless an extension is granted oy tilt" SecrLlary 01 Re\Cenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Ral ph_Ttl.SE_~oJl.....___.____. - (ST,~TL. FUl..L NAME. OF DECEDENT) }=: Informant - d,ughter 1"\ TilE MATTER OF THE ESTATE OF Lote of ~_e"" J~l1mhprl "no _~",Io~dO\.IA~ , County Stat.:-' eJ ...l'ennl>ylY<l_nia~_ } 55: .......York. _ _.____. County of Dcccdcn1 divd _ December 25 __Mildr.ed. ~ Wintprmy.,r of the estate of the aboYe~named decedent being duly sworn, depose , 19~{....t... I .... w (y EAR) intestate Informant daugh ter ~x ~~ I It and say ill. "~l.f ~i_L.. L...." -....~.d. } rv.:~NTH) (DAY) Uame. l1r'rJ odrlrr.<"; C' r>J C' 'eu ~r 1 othe. authc.<l.~d rcprr,'.en1'1' VI on ,,,,ham all c:orrespn",~:'ncc !:;.- informa t- That a, su<.11 daughter deponent is familiar with the Xr. ;~UTOR-ADMINISTRATOR) Mildred G. Wintermyer 630 Davis Drive, New Cumberland, PA 17070 affairs of said estate and the property constituting the a~;-,('I'" th(';J"l:()1 ,dlel liH..'lf fair market value. Ibat at the lime o/" death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agen' 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 follow lng: - "..!AMF:: ~\~~ A INWHICHO -- ~ o[";r~ESS()F BAN K OR OTHER INSTITUTION THIS SAFE DEPOSIT 8,0 X RENTED RELATIONSHIP OFJOINT ECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT -----.-- -.----_._-- - None That the COnlents of said safe deposit box or boxes are itemized under Schedules wi th the exception o/" the following, for the reasons hereinafter set forth: of this return, That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at dealh, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date t,f death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresuver 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 giving also separately the accrued interest thereon, if any, down to the last interest day primr to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de- cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, Of ony state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; U:: ""''''-IIHb djlJHIli..I. il.:wcll). :--.iivtlWd(l;, pictures, books, works of art, household furniture, horses, carriages, automo:Jiles, 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 promissory notes or other instruments in writing for the payment of money of which decedent 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 Ihe face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estaie h"", life ipsurance policies carried by decedent; all annuity and endowment contracts the proceed" of "hic" 'ayable upon the death of the decedent; all and the corporate stocks and dividends due thereon ""d n,,!':: ,I ., .bi,> of dealh, bonds and accrued interest thereon to the date of decedent's death on<' other : r ,mned hy the decedent at the time of death, with the market value there- of at Sl!Cl1,Jill'_', >( /., l';.)" <Y/-1ff-~J ) ..... ,... '"/ / ( 'Ill . \It./ ., IC-I/'(. R'C C..34.( 4...7 3) COMMONW~ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant jn 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 Pennsylvania should be (1) (2) (31 described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of CoO FOR YEAR OF ESTIMA TED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ar. DEA TH In this .paco) to be listed on Schedule "F" ond must not bo deducted from this schedulo. N~ NONE Insert this total opposite "real prope,ty", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. N~ RCC.-~5 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY COMMONWE,~TH 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 "E". Intangible personal property, titled in 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, 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, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary 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 in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION NO. List and describe fully VALUE MARKET VALUE (Do not write in this space) N(J'llQ. NONE I , I I : Insert this total opposite "Personal Property", Schedule "B" in X X ~ the "As Reported" column on the last page of this return. . RCC- 3b COMMOKWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years of death, U1a"e any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from h~self to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) 0 (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's heal th at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)----N~ (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) (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 no t in fact end before his death: (a) The posseSSion or enj~yment 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 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 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 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) No. (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) 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 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. ITKII DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE N~ Insert this total opposite "Transfers", Schedule "CO in the "As Reported" column on the last page of this return. tJ~ R9C-37 . (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BE:"JEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP I (If step-children or, SURVIVED DATE INTEREST OF S ta te full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other- are involved, set STATE YES BIRTH IN ESTATE wise, in estate) forth this facl.) OR NO -.-.- None -- I- I - - I -.+----- , ~------- i I -_._~. - -- _._~..__.- i I , --.- n -._. I --.-- -"--'" -.-.- -----. j I ! ----- --- ".--,-..-..--- . \ h Deponent further says that all the above-named beneficiaries are living at this time except below: , NAME DATE OF DEATH RESIDENCE ------ RCC-38" RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This scherlule must disclose all property, real anrl personal, owned by the decedent jointly with another or others, includinp; intangibles, sta.nding in the name of the decedent and others. List real estate first, as en tireties, or ,joint tenants, giving brief description, as indicated lUHler Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date or acquisition, and the name, address anrl relationship (ir any) or co-owners to the decedent. Description or Property, Date or Acquisition, Name Unit percentage Estate DEPARTMENT VALUATION Address and Relationship or Co-Owners, anrl Place Value Share Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate, In This Space. ~XX ~ ^" {>< >( >)< > ~~ ~ Value or Value or "Y> .x "')< >> ;> >)< >\ ~ I< >)< >\"x ,,: ~~ 5< ;;; I;ntire Decedent's ~~ ~ "')< >> $ :V", '" ,? )< Y' "')< ~~ >)< ~ Interest Y> ^ ::x Property EVALUATION SET FORTH IS UPON THE TAXABLE AMOUNT AT 1/6 OF VALUE The four following Certificates of Deposit at CCNB Bank, N.A., New Cumberland, Pennsylvania, all of which are dated November 23, 1977 and are in the names of Ralph W.~hoop OR Grace M. Shoop (his wife) OR Mildred Wintermyer (his daughter): 1) 120952 V- $3,000.00..........- Interest to J" Y ~ date of death (~l.OQ) 2) 120953 L/"' $3,000.00....... Interest to /1;,1./'1 date of Jieath .cr:1ii!' ."....,- 3) l20951~ $3,000.00 Interest to )~~,~ date of death ~_~ ~ 4) 8068 V" $4,000.0,0.- Interest to )1~O date of death ~'-I~ ~~ 3) o/iP, L.J1 IDDS.5 0 j ) /]J 3) ()/ ~ ' If? \ D06.S 0 I fr'!J :3 ) (JIb, '1 fI IIODc),'; 0 /: 17) 0/9, sS- \)~o'1. i ~ .,j TOTAL $13,004.10 lfU--of $13,004. H)- ='$Z~-t67;35' 5) DOI- I OO~10- lc Jhd:vu J:: 1:1 Ie 555.0'1 I 1<1, <gt> ~3 ~ 5s6.D 7 I ,,- 1<1, ~o ~l\ '2b.D~ J(P,(,,~ It>) ChQ{'..k..UJ~ -4LZW" 'iW~~(" \I I 3 '-11. OJ... I t3 \ 341.0;;)" J L\4'1.0\ Insert this total opposite "Jointly Ownerl Property", Schedule "E" in the 'It As Reported" colunn on the last page of this return. .t!. 1 0 11 ,aD Rcc-a1 (6-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPL Y PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Mildred G. Wintermyer 630 Davis Drive New Cumberland. PA 17070 (Executor or Adm ini strator) In Re: Estate of Ralph W. Shoop Cumberland County - File No. 21-78-0043 Dear Mrs. Wintermyer: You are hereby notified that the Original appraisement in the estate of Ralph W. Shoop has been filed in the office of the Register of Wills of Cumberland County on May 18 , 19 78 , Said appraisement reflects the fallowing valuations: Real Estate Personal Property Trans fers Jointly Owned Total None None None 7.017.00 $7.017.00 As to such tax that is paid within three manths 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, i nc I usive; 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 moy obiect thereto within sixty doys 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. ~-i _ k. )ilL~ May 18. 1978 Signed Date Title Chief Appraiser L Note: This is not a bill. R C C-2 (2-64) . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PEI:lNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE May 18. 1978 COUNTY Cumberland FILE NO. 21-78-0043 in the County of Ralph W. Shoop Cumberland late of Borough of New Cumberland Whereas, Commonwealth of Pennsylvania, having died on 25th December 77 the day of 19_. 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 Commonweaith 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 Asset Value. Made for Inheritance Tax Purposes Real Property $ None Personal Property None TransBers None Joint-Held l?roperty 7.017 00 TOTAL ASSETS $7.017 00 Having been duly sworn accordin~ to law, I do hereby certify that the above appraisement is made in gon- formity with law on this 18t day of ~ .J'y 19~. ,?( - k. ;;r..R2 ~_ ' Appraiser (llIImber and St"ttt) t18.rrisburg P - , enna. {PaotOftl..1