HomeMy WebLinkAbout02-08-79 (2)
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RCC-33"'14-73) .,._
It .l.. 1.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
CUMBERlAND
IMPORTANT,
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 ,ari extension is granted
by the Secretary of Re.....enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
CnmhArll'lnd
} AFFIDAVIT OF
EXECUTflix
AJIiHIlIl~lPlIr"'"Cll
IN THE MATTER OF THE ESTATE OF
G,EORGE BUNDY
(STATE FULL NAME OF DECEDENT)
County
State of
Pennsylvania
Cumber land
1'"
County of
~
Sue Elizabeth Sanderson
Executor
of the estate of the aboYe~nQmed deeedent being duly sworn, depose S
and say 8
Decedent died
Januarv 22
(MONTH) (DAY)
. 19~,=leovin9 a lost will, copy of which is hereto attaChed..}
(YEAR) K
Name and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
sylvia H. Rambo
27 No High ~~o, P. o. Box 261. Carlisle, PA
17013
That as such e)tecut:.rix deponent is familiar with the affairs of said estate and the property constituting
(EX"ECUTO R-ADMINISTRA TORl '
the assets thereof and their fair market value.
That at the t.ime 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 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 RENTE'D A S.....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
.
That the contents of said safe dep,osit box or boxes are itemized
with the exception'of the following, for the reasons hereinafter s~t forth:
under Schedules
,
of this return,
That Schec/ule 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 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 of death of decedent.
That Seh.ec/u/e 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 depo'sit;"s.a:vings
banks, trust companies, or other institutions, whether individually, or in trust for any other.~'p~~son ~or per;~hs
giving also separately the accrued interest thereon, if any, down to the last -interest day"~pdCJr'jo~d;~?dent' ~'"
death in the case' of savings banks, and to the date of decedent's death in all other c8:~es;,:~tJ:.bonds, po;-t.al
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 :t~ United States,
. . ,- .,"",- . 't ~
or any state, or political subdivision thereof, or of any foreign country, which are owned:at.the.time of death;_.
all wearing apparel, jewelry, silvJrware, pictures, books, works of art, household furnitur~},h&r~'e's,~carriages;.;'
~" <0" ..'
automobiles, boats, and. any and all other personal chattels of whatsoever. kind or nature, "'left by decedeiit,
UIH"I"~"'P
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 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; 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 securities owned by the decedent at the time of death, with the.market value there-
of at such time.
~ ,
In the case or securities of close or family corporations, the values 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 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 1s annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or !l,uslness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting forth the character of the business, its 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 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 transf'ers of property, real or personal, within two years of decedent' 5
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 transf'ers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Therp. 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 any power of appoint-
ment vested in decedent, ei ther individually or jointly, by the will, deed, or other instrument or another,
with a copy or the instrument creating such power attached to the schedule.
That Schedule D 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, if any, to the decedent, together with the ages at the time of
decedent's death or 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 will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That S~~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 vestiture or
real estate and the date of acquisition of personalty, plus the name, address and relationship, ir any,
of 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 deduction~ 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 fees and f'udiciary'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 Impaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
65101' 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 ir 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 therewitlli
That
have
the totals of the appropriate columns in Schedules "A-, -B",
been carried forward and properly registered in the Summary.
~
. .\.,'\...........
-e", -E", and "F" R.S directed therein,
~:::~i'~ m. ~."9~~
. BAECIi81EL, NOTARY PUBLIC
SOUTHAMPTON T 'WNS"'lJP, F'AANKUN CO
MY COMMI::.SlvN EXPIRES AUG. 1D, 1981 .
s- n
...................."."........w.""......~
NOTE: Before signing arfidavit 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 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.
~
i'
R"CC~34(4-i31 .
COQMM<>>lytHLTH OF PENNSYLVANIA'
DEPARTMENT OF REVENUE
BUREAU OF COUWTY COLLECTIONS
TRANSFER IWHERITAWCE TAX
RESIDEWT DECEDEWl;
,
.'SCHEDULE "A"
REAL PROPERTY
*'
Real praperty 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, should be identified
as to quantum of interest and the estimated value should be that 01 the decedent's interest only. (property
held as joint tenants with right 01 surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3\
described by lot and block number, street and $treet 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 a~ 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, ac.crued Interest on mortgages, etc.,are DEA TN In .hl. space)
to be listed on Schedule OF" and mlolst not be d~ducted ftom this schedule.
f'Wn.t.
NONE
,
,
.,
,
Insert this total opposite "real property", Schedule "A" in the X X X X X
.. As Reported" column on the last page 01 this return.
N(S'\N..,
Reo ~35
-;.,". 4-
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
_.~...
. .
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RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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 1n 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 acconnts, must be listed, despite the fact that they are not of the ac:hninistered 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 certiricates, 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 f'iduciary in said capacity, partnership interests, interest in any undistributed
estate of or income f'rom any property held in trust under the will or agreement of' another, even though
-located outside or the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
ESTIMATED
MARKEr VALUE
UNIT
VALUE
1
Farmers Trust Company, Savings Account
No. 1~21779-5
Dauphin Deposit:!.Trust Company, Savings
Account No. 06-6-0002-6
Interest. to date of death on above account
Dauphin Deposit Trust Company, Checking
Accoun.t No. 18 58 417 9
u. S. Treasury Bonds (2/$1,000) 3~
Principal $1,480.00
Interest 29.01
Less 20.00 (Service charge)
Second National.Bal'lk of warren, Certificatje
No. 8174
The Trumbel1 Savings and Loan Assoc.,
Certificate No. 5061-0
Dauphin Deposit Trust Co., Christmas Clul:
Blue Cross - Medicare refund
Banker's Life & casualty - refund
~'.~
2
3
4:
8,746.94
26.71
5
576~15
1,489.01
6'
6,072.00
7
8
9
lG
8,033.00
28.00
24.70
8.17
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
~25,071.6";l
DEPARTMENT VALUATION
(Do not 'write in
this space)
~iD.3.l
<2' l~ t.. .q +
I
';;\ f.,. ., I
51l.,. \S
\)1-\"11'1.01
/p D1d.$O
I
g' 600.00
)
~i.OO
04-. "70
'('. 11
~5 011.0D
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s,
"
"'ellt
irge Bundy
.: January 22,
1978
.,.......
Gentlemen:
'~
Our office represents th~ ~bove decedent.
We are required by the Inheritance ~ to submit an
inventory of all assets in the estate, .ttach to it a
certification from any financial institut~vn with which the
decedent had an account, such certification being signed by a
responsible officer of that institution.
Therefore, we request that you fill in the following informa-
tion, have it signed by an officer, and return it to this office:
,-~
Type and
.AcCQunt No.
Name";. or, Names
on Accou nt
Date Account Opened
and/or Names Added
Savings NO.. / .
l-21779-~~ George Bundy
October'1; 1968
Balance to Date
of Death,
includinq Interest
$66.32 ~
U.S. Treasury Bond ($1,000) Bond dated'
No. 5204 - 3l1'1o George Bundy . ..10/3/60 .
U.S. Treasury Bond ($1,000)
No. 5205 - 3l1'1o George Bundy
Bond dated
10/3/60
;~~~:~ by ~!!!::dJ:w
Thank you for your attention to this request.
,
. ;;:;,;...,. ,..~.... -=-' -.,,---
Very truly yours, ",'
,',- -' ,. .. . ';V~4
. ---.......
SHR:l1b
Enclosure
L
....~.... :,'.) ':'.,.,":"~"'::"';:':::;~~;,: '.'~"_-;:-'\' ''';,;' .,;:-:<;.-:: _,. . .--:-::-r:~. ,';"." . ,., ;,..,. .~. ' .......
or '/,_:.l".,... ," """>',',';"..,. "/ .... '""~':-',j""".;,;" '. .~.
; ~AMrs~,' ~o'11'lri.g'er;"~ ,;",:'~'-:.~....";""':'J'<~. ", ..:."'.',' ~" f
,',. . '.' :, .;.,:;', ,. ,','" . ". . _' "_".\ .'_ - _.. - "~'.' ,:,:,. . ..1 _' ." _' -.. . '- "., _ _ - ,'"_ .
,;. This'is.'a~:'mqch.'in':torm~tibn 'aSI'.ha~"e .'conc!'!rning, 'any. tRa:ft.eis
.. r " . "":", ....... ....-.1.-.,'" _,j",. . . ',' , ,"'" ..... .' '.' .~. . ,- .-' _ :- , .
Mr.<:'Bund~<J;1ad:~iththe Farmers '.Tru'st> Company' at.. t.he. time of. his.
. de.,;'t:h..:,',wo'l:ild"yo~'"please. dhec::k the C'abc.tve, with;,yci~ ;r.ec()rd~:,an(L...
se~ ii':thi~:lscbtr49ct, ,Al~6; : ple<!-~e, fill,iri:ih7 'd:Eite or., aeaui . .'
values.:Thank you. . '; '. ,.,',",' _ ',.".";, .... .
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".. , ,", '.~" ", ,t~.'... .' ,i. ..Sy'lv' J:"a H......R"a"inb.',c'.o' -,,"":'.' ':",.~..'.'
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Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105
717/255-2121
Member Federal Deposit Insurl'nce Corporation
CARLISLE OFFICE
2 WE:ST HIGH STRE:E:T
CARLISLE:, PENNSYLVANIA 170f3
717/249-2323
April 28, 1978
Sylvia H. Rambo
Attorney At Law
27 West High Street
Carlisle, Pennsylvania
17013
Re: Estate of George Bundy, Dec'd
Dear Attorney Rambo:
Enclosed please find deposit receipt in the amount of $1,489.01,
representing the proceeds of $2,000.00 U. S. Treasury Bonds 3~% due
November 15, 1998, which we recently sold for the above captioned
account.
The following is a breakdown of the sale:
$ 1,480.00
29.01
Principal Amount
Interest
- 20.00 7'Ice Charge
$ 1,489.01~Total
If you have any questions concerning this transaction, please
feel free to contact us.
Very truly yours,
tl~ 7/;J- ~~
(Mrs.) Anita M. McCoy
Secretary for
Lee R. Hollenbaugh
Vice President
AMM
Encls.
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cPyf "La df. ~amG"
ATTORN EV AT LAW
2'7 WEST MIOH STREiT
I.
CARLISLE,PENNSYLVANIA 17013
TCL'~HOtU:: {717} 2"3~3e<47
(P. O. Box as I)
January 31, 1978
T'
DAUPHIN DEPOSIT TRUST COMPANY
2 West High Street
- 'Carlisle,-PA170l3'" -"04- .
, -~--- - ..-
u-' ~~ .
RE: Estate of George Bundy.
Date of Death: Jan. 22, 1978
Gentlemen:
Our office represents the estate of the above decedent.
We are reauired by the Inheritance Tax Office to submit an
inventory of all assets in the estate, and attach to it a
certification from any financial institution with which the
decedent had an account, such certification being signed by a
responsible officer of that institution.
Therefore, we request that you fill in the following informa-
tion, have it signed by an officer, and return it to this office:
Namei'! oi' Names
on Accou nt
Date Account Opened
and/or Names Added
Balance to Date
of: peath, _
includinq Interest
. $8746. 94 v::::--
$26.71f'1nterest
Type.and
Account No.
. ;-~:;;-r"""'t---=--
. ;
-'-'~+--~'-~
,;nj
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,
,
Savings NO. /George Bundy
06-6-0002~6~ .
Op~ned ,1-23-rl6'
No narries.added
Christmas Club
. No. . 253480
George Bundy
-- $28;00' ~ ~_.,-
I
) No added names
Bundy, Opened' 8:'18-69
Sanderson, PiA
No names added
$576.15 ..----
clieck~~g.No. George
.' 18 58' 417 9 ~ Sue E:
Signed byClJ;;.AA.--I~ ~ ~_.u.~_n'-e
Title: Assistant Vice President .
. Thank you for your attention to this request.
Very truly yours,
"..:.-- -~.~;..
-~.
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SHR:llb
Enclosure.
.'
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: ';,~;" .. . .,:~'. - .., . . ~ (. ' ~ " .'
'Gentlemen' ". -. "" , ' ...... . "
.'. _ ''; - . ..J.' ,~ -, _ "'" . " _' . . . -. . .', _ - . . .'" _ -. '. . _' .' ,_ _ f '
This.is'as,m~eh'inf.o.:r;hatibn as I, hav'e.oconc;:erning .any;mat~
Mr . Btindy'h'ad wi'th . the' Dauphin Deposi t:Trllst~pmpany "at the time
of hisde;~ti1;:~:'woilid you'plea,?e. ~heck th~.::a1?pye'wi thyollr,rec?r~s
. . .,. ". . '." ",..," ~-. . '.... ~ ,"- . . ~'- .... ". , . -.-, :".' ,..".-".....
and see. ffLt. is cox'reet. 'Also; please', fill in:any'iriformation .
recruested>..T'hank you.' "," .,,~.:.' . ',.>, ..
,k,'.~ . . I . ' i'- .
-,,'} ... _. .".... t _.. .',
" . Sylvia H;.'Rambo~'" ...."
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THE
ATIONAL
;;"
SECON
BANK OF WARREN
E;STABl..l8....E;D 1680
WARREN, OHIO 44482
DOUGLAS N. STEWART
CONTROLU>:R
February 14, 1978
Ms. Sylvia H. Ra:mb6-
Attorney-at-Law
27 West. High Street
Carlisle, Pennsylvania 17013
Re:
George Bundy, Deceased
Certificate Number 8174 ~
Amount - $6,000.00
Dear Ms. Rambo:
The above certificate pays interest on a quarterly basis with interest
paid on the l,Oth of February, May, August and November of each year.
Therefore..Ae value of this certificate on January 22, 1978, was
$~072.06 and will be $6,050.00 on June 30,,1978.
In the interim thetewill be two checks, issued for $90.00 each--one on
February io (enclosed) and .one 'on'May ,10", 1978. The enclosed check can be
deposited to the estate account! ','
r ~ t) J ~ 1 .
..~ ~ . ". ... . . 1
Along with the certificate showing'theappointment' of the Executrix, we
should have a copy "oflthe death certificate.
, . -~' " - .. "," 9
, .
If there are any'questio~s"please contact me.
. t ~....
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Very truly yours,
::::[:)~ (~
Controller
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DNS:xb
Enclosure
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OAGANIZED 18U
I I, The' Tru~bull, Savings and'Loan Company
.,_~_..:/f . ~ 105 HIc:;H ;~REET N,E.. YVARREN, OHIO '44482 / 216/373-1800
~
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February 2, 1978.
.
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Ms, Sylvia H.. Rambo -._ ""
Attorney at Law
27 West High Street
Carlisle, Pennsylvania- 17013
-~ .L. .---c- ,- "'-<"___- "..,.. ~-...- -_~___:~
- .
RE:, . George Bundy, deceased
Certificate ,No. 5061-0
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Dear Ms. Rambo:
.
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!
In regards."to your letter of January 31,' '1978 concern~ng
the above referenced account, this certificate a~of
December 30, 1978 will be valued at $8,033.00.~We
will be paying interest 'again on ::-larch 30,,1978' and
June,30, 1978.
At the time you de~iretoredeem
_ would require the certificate to
executrix, an official letter of
tax release.,
this certificate; we
be signed by the
character and a
,
,J,
If you have any further questions concerning this
~atter, please feel free to contact me. -
,
1.
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Sincerely yours,
-
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Nina L. Harris
New Accounts
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>. 'RCC-'3S
COMMOXWEALTII OF PEt'lliSYLVANIA
TRAXSFFR INHElUTAl'iCE TAX
SCHEDULE nen
TRANS FEllS
11ESIDEXT DECEDENT
(1) Did decedent, within two ;years of'death, make any transfer C?f any mat~ria.l part of his estat.e, without
receiving II valuable and adequate consirlerll.tion theref'or? (Answer yes 01' no) No
:(2) Did rtecerlent, wi thin two yelirs of rleath, transfer properLY f'rom himself' to llimself' and another or
others (inclurting fl spouse) in joint ownership? (Answer yes or no) No
'(3) If the answer to (1) or (2) above is in the aff'irmat.ive state:
(a) Age of decedent at time of transfer
(b) State of decedent IS heal th at time of making the transf'er. (Note 1).
(e) Cause of decedent' 5 deflth. (Note 1).
(4) Did decedent, in his lif'etime, 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 d~ath?
(Answer yes or no) Mn
(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 impli.edly, reserves for his life or any period which does
no t in f'act end before his death:
(n) The possession or ep.joj~ent of or the right to income from the property transferred?
(Answer yes or no)
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no)
(0) If the answer to (5) (b) above is in the affirmatiye, 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 l,enefit of care of" transferor? . (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the ben5fiCial enjoyment of which was subject to change,
because of a reserved power to al ter, amend, or revokel, or which c011ld revert t.o rlecedent unrter 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 Ithe power to al ter, amend, or revoke the inter-
est of the beneficiary reserved in the decenent alone 101 r. the decedent ann others?
(Answer yes or no) ~O
NOTE 1: The answers to these questions should be SUIJPorten, ~y affidavit by the attending }lh~'slcian as
well as a copy 01' the death certificate. I
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 ",'horn transferred, with
relationship of transferees to ciecerlent, 11' any. Submit ~opy of any trust deed. or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed sltatement of facts on which said claim is based.
NOTE 3: List applicable property below tn manner in whicH provided in Schenules A, n, or E.
I
ITEM
. DESCRIPT ION
1~\RKET VAhUE
(Estimated)-
mYT. VALUATION
(Dept. Only)
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Insert this total opposite "Transfers", Schedule "e" in
~AS Reported" colunm on the last page of this return.
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CODICIL
. . " i
Borough of carlislo, Cumberland County,
be tho sdle codicil to my last
I, GEORGE BUNDY, of the
'ponnsylvania, declare this to
will dated January 27, 1971.
':"'.~
I. I direct that sub-section C of Item II of my said Will
shall be deleted.
. ,
I direct that Item IV shall be amended as follows:
A.' subsection 2 shall delero the name of Dean Reed.
'--!, B. sub-paragraph 10 of Item IV, shall be amended to
. . ,:',:\,.' " ':'.' II.'
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".':read, '$12,000.00.
C. Sub-paragraph .10 (a) of Item r./shall be amended
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',....to read, $2',00P.00. .
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D. '. Sub-paragraph 10 '(b) of Item IV shall be amended'. .
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.to r,ead. $2;000.00.
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E. Sub-paragraph' 10 . (d) .of Item IV shall be amended
': to read.$2, 000.00.
,;C' . .' .
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F. . sub-paragraph 10 '.(f) of Item IV sha 11 be deleted.
.'.
G. sub-paragraph 10 (h) of Item IV shall be chanqed
$2,000.00. . .
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. H. '. Sub-paragraph 10 ('k) of Item IV shall be changed
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....... I.. paragraph 11 of Item IV shall read as follows:
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,.';,.' "'1'0 my cousin, Ida Jenkins, the sum of $600.00."
J. "paragraph 20 of Item IV shall delete the name of.
.
'~alph Graham.
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K. . Paragraph 22 of Item IV shall change the name of
.......
.-. . B;ollyHyde to Holly Aulizio.
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Parac;raph 39 of ItemNis deleted. .'
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III. I~em V of my said will is oereby amended as fOllows.
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. '"All the res~, residue a,nd remaindor of my estate, I give and
:bequeathto tho following named residuJry legatees:'
, ' A.' 2/5 thereof to the LiVilng Lord Lutheran Church of
Howland Township, Ohio:
B. 3/5 thereof ~o the Endormen~Fund of ~he National
Gyrnanfa ~anu Associa~ion of the Uni~ed S~a~es and canada, Inc.
IV. I~em,VIII of my will shall bk amended to subs~itute
substitute
, '
,Dauphin Deposit Trust company as/executor of my estate in lieu
'of Ruth LOnghenry.
. ..~
" V. In all other
. republish my las~ will
respects, I hereby ratify, confirm, and
dated January 2i1 1971, together'with this
.', sole codicil as and for my last will.
"
~. "... "
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
':r~ da~ 'Of~ ,~9"5:. ','
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'. . S:igned, published and declared on the :,\.".'" :"',','~ "
d,ate thereof by the above named' George "
Bundy as and for the sole codicil to ,',' : ,_, " ;: '. .. '
his last will dated January 27, 1971. ..in '..' --', '
the presence of us who at his request a~.., :', ,"j' , .
,in his presence and in the presence of, .:' ," .' "
each other, have subscribed our names
as witnesses thereto.
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UlST WILL JlND TrTJlMENT
I, GEORGE BUNDY, prcscntly residing <It 137 E<lot lIigh
. ' I.
Carll.slo, Cumbcl"l..nd Countr, PCllll:1rlvilni", t','llll' ,\( l\lll
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age and sound and dispos ing mind ilnd mcmIJry, d<.> m"K." 1'1Il> 1 i,d,
and declare this to be my last will and tcstLlmcnt h.l1','l'~' l'(""\Kill~1
and annulling' all former will's anh codici 16 by me mLldc.' .
ITEM I. I direct that ky executrix hereinafter named pay
., 1 . .'
all allowed cla1ms aga1nst my estate and my funera.l expenses
. . 1 .
as soon ~fter my dece~se as may b~ conveniently ~one,within the
time and in the manner prescribed by statute.
ITEM II. I bequeath to the National Gymanfa Ganu
Association of the United States
and Canada the following porsonal/
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office <:It 137 l::LlDt lIil)1\ SI:C'(>t,t:, , .
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property presently located in my
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',: Carlisle, Pennsylvania:
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. . a. Approximately Five Thousand library cards
rj,~'L b. One swivel deskl chair, .' '.
,;"~''--(c. One typewriter' ., .
d. Two office floor mats
e. Fourteen card files used on table
f. One folding card table
ITEM III. . I bequeath ail my :remaining personal property..
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High Street, Carlislo, ponnsylvani~(oxclusivo
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':;::" '.">, .of cash, stocks, bonclo, chollorJ in llcl;J.on) l;u my rtl,C>/lC>, (III"', lr.l b:n-
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.. :t::'.':r:",>.:;. ITEM IV.
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I bequeath the following sums of monayto tho'.
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named persons. I direct that these sums shall taka affact only .
if the named person (or one of tl11m, if the bequest is joint).. .'
surVives me.
If any named person does not survive me, and no
";.
substitute is named" the bequest shall lapse.
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~~. To my niece, Mrs. E~die Thomas, the sum of Two
Hundre bllars (~200.00). '1 . .
2. ~o my niece, Mary Hannah Reed, tindhcr hunbnnd,'
Doan Reod,j.t~ Bum of Fivo Hundra!i Dollars (~SOO.OO) jointly.
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. '~"f",I~. TO my' nephew, 1I1bcrtJohn Jones, uneJ l:iR wife, Mury
E.Jonos, tho sum of Ono lIundred Dollilrs ($100.00) JOintly.
tfP"4. TO my nephew, L10Yd/preeco, Llna his'WifO,' urenail
. Proeco, the sum of TWO lIundred Dollilrs ($200.00) jointly. .'
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I S. To my niece, Olwyn ~Yiln, ilna her husbilnd, Chris
Ryan, the sum of TWo Hundred Dollars ($200.00) jointly.
~ .,
J"G. To my nephew, phi lip Dundy, and his wife, Lillian
Bundy, the sum of Two Hundred Dollars ($200,00) jointly,
l,'. . . I
'7. To my nephew, Russell Seiple, and his wife, Ruth
;. Seiple, the sum of Three Hundred Dollars ($300.00) jointly, in
'. . .' memory o~i,(~ary Jones Bundy. . I .
. .' Ii 8. To my nephew, willafd Seiple, and his wife, Corine
. Seiple, the sum of Three Hundred Dollars ($300.00) jointly, in
. memory of Mary Jones Bundy. . . I.
. /
.1' (j'1'i: To Diima Bath and to ch'rfstt:e' Preece, the sum of,'
'} Fifty Do~Z,~rs ($50.00) each. ' I
, v 10. To my niece, Miss Sue Elizabeth Sanderson, the
:~; sum of Ten Thousand Dollars (($-107.b0~~Oj-;;r If she predeceases
I'. . me, then to the following pa"rties: ':
"12 .,..' 1:1,t.~..
.) , .:. a. TO her brother, Richard Sanderson, and his
.,. ',1. ..' .wife',. Nita Sanderson, the sum of One Thousand Nine Hundred
. .. l :
.:~..::{:,,".,~.,DOllarS ($1, 900~~0):0 her cousin, Dan Chase, and his wife, Grace,
....;.. .:.; " . .the 'sum of One Thousand Nine Hundred Dollars' ($1, 900. 00) ;
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c. To her cousin, Robert Appleton, the sum of
Seven Hundred Dollars ($700.00); ,
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'.' ..\ ." . d. To her cousin, Janet Dunnick, and her husband,.
,,". . . .' Kenneth Dunnick, the sum of' One Thousand Nine Hundred Dollars
.($1,900.00); 'r
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. ,I' e. To her cousin,. Jack, Appleton, the' sum of Three.
" ;,' ;1.:":. Hundred Dollars ($300.00);
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Four Hundred Dollars ($400.00) ;';
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:":.:'::'.. . c,. of Three. Hundred Dollars ($300.00) ~
':,,: . l: ':.' . '.. . h. To her cousin,l Mrs. Charlotte .Gibson. Moore,
'. t..... the sum of One Thousand TWo Hund~ed Dollars ($1,200.00):
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i. To her cousin, Robert Chase, the sum of 'TWo
Hundred Dollars ($200.00);
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j. TO her cousin, Ralph Chase, the sum o'f Two
Dollars ($200.00); . . '. .. , .,
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Jenkins, the
,jointly. ;
k. To her cousi~, Shirley Hillier, tho Bum of
DollLlrs ($1,000.00). ~
T " ',I I J 'k' d h' ..
o my COUS1n,5, ,alfry en 1ns, un 15 Bloster, :tau
sum of Ono ThousOlnd One Hundred Dollurs ($1,100.00)
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($50.00): to
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To, Robert BVLlns L~ndermun the sum of Fifty Dollurs
Roy INuns Lindermah, the ,sum of Fifty Dollars ($50,00):
B. Boord"the sum df Fifty Dollars ($50.00).
'. , I
13.. To Mrs. Gladys Lott the. sum of Two Hundred Dollars
($200.00). 'I
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. l4~'VTO Beatrice E. Paden the sum of Four Hundred Dollars
($400.00).. 1
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15. To Ned O. Davis, s. Patricia Davis, son Mark Owen
Davis, and daughter Deborah Ann havis, the sum of Two Thousand
Dollars ($2,000.00) jointly, in' memory of my wife, Margarette)
Grim Bundy. .", . . I .
16. /f-;o Jack Meadows the sum of One Hundred Dollars
(~100.00). .' /!) . . 1:.
17. '~TO Mrs. John willi ms the sum ,of One Hundred Dollars
" ($100.00). "J '1
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18. To Irene Klinger the sum of One Hundred Dollars
1
..1'.' ,<' . .' ($100. O\>) . If she predeceases m~, to the Warren Public Library
.the sum of One Hundred Dollars ($100.00) to be given asa memorial
... '''. , ." .' to Attorney Clarence H. Klinger clnd Irene Klinger.
. ':,.. :. / . 19. /Jli/~r. ;john Hughes Ithe 'sum' of One Hundred 'Pifty
,.',,'1., "'Dollars ($150.00), conditioned on his attendance' at my obsequies.
::";.J;'i:~' ' . In the event that Dr. Hughes fai]s to. attend the same and par.tici-
I ,-,,' .." . ,pate in the ~:~!:~e of the same', IthiS' bequest shall lapse. .' '.'
\'. :.' '::". . ~20.'1: TOI.~alph"Graham-a~sarah Graham the sum of Two
I'.:::~<' Hundred DOlla~s ($200.00) (Jointlyl:'.>.
t',; ,:' 21.(\/TO Mr. P.H. Wolfe the SUm of One Hundred Dollars
',:d',: ($100.00). I\~jl
,:' ,t '::. 22. To HollY(Hyde~the sum of One Hundred Dollars ($100.90).
"i,i('.' ;', If she predeceases me to her mothbr, Roberta Graham, the sum of
,:',,!;::-', One Hundred Dollars ($100.00). \ ,..,., ...... '.
.' ;' i; ..... ." '. - 23. rv To Lydie Drennen the sum of One Hundred Dollars "
.." '(~lOO.OO). . v'!
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~- 24. To Leslie E. Pettit and Olive M. pet1;it the sum
. of One Hundred Dollars ($100.00) jointly..
.' 25)~-:/TO Walter Blum and ~ildred Blum the sum of One
Hundred Dollars ($100.00) jointlyl ,.'
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:', ',' . 26. :ii''i'o Rufus I. Riley, and his. wife, Laura Gladys Riley,
'!' '.' 1;ha. Bum of One Hundred Dollars ($lOO.OO)'jointly.
'.; '(~lOO.OO):;~TO Mrs. Minnie KilgJrethe'sum of One Hundred Dollars
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f'.30. To the Warren public Library, Warren, Ohio, for
purchase and maintenance of a sp~cial collection of books to be
known as the Maria Chase Bundy M~morial Collection, the same to
consist of books and translation~ of books of welsh poetry, .
song, drama, literature, history land art, the sum of One Thousand
Dollars ($1,000.00), in memory of my wife, Maria Chase Bundy.
.. After receiving t~e foregoing bequest, I re~ommend
.thatthe Warren public Library should accept and display in the
proper place the following items] c
a. A 4x5 inch brochure on the Warren Story
League, which was founded by my wife, Maria Chase Bundy.
b. A 'co~plimentaty copy ,of the Gymanfa Ganu
. I. "d.ddfd
c. . A two-page "lIP Memorl.an", sl.gne an ra te.
by the then Superintendent of the Warren School Board.
. ~~3l. To Dan Chase and GlaCe chase the sum. of ~hree
Hundred Dollars ($300.00) jointly.
1232. To Richard sandersbn and. Nita Sanderson, the sum of
~hree Hundred Dollars ($300.00) Jointly.
1'33. To Kenneth Dunnickland Janet Dunnick, the sum of
~hree Hundred Dollars ($300.00) jointly.
/j'Z.-~4. 'TO John G. RObertsland'wife, Ann Griffiths Roberts,
the sum of One Hundred Dollars ($100.00) jointly.
. .....Ay . I'.
.v"'~5. To my niece, Gladys Cordey, the sum of One Hundred
Dollars ($100.00). '.
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. t.' 36. To John Deibel the sumof .Three Hundred Dollars
($300.00) .
~;7. To Rose M. Irwin the sum of One Hundred Dollars
,. . ($100.00). ,J../ I
1"3'~: To Carl Baze and Virginia Baze the sum of One
Hundred Dollars ($100.00) jointly. .
t' y/ 39. I give to Mr. Willlrd A. Holt ~f the Falls
~: Printing company, 120 Vine Avenu~, S.E., Warren, Ohio, the sum
of Five Hundred Dollars ($500.00j for the printing of as many
"1 .. . 'Catalogs of the Welsh Titles as '~aid sum will print. Upon "
" " '.' .completion, said Catalogs to be turned over to the National Gymanfa
.,. Ganu Association: which will decide 'the bu:{er's price of each
Catalog. . , I
ITEM V. All the rest, residue and remainder of my estate,
I 9ive and bequeath to the following named residuary legatees:
I ~ I .
a.' 50% of my res~duary estate to the Livin9 Lord '
Lutheran Church 9f,How1.and Township, cO~,i~J., ;. '. ,.
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28. To David M. Edwards and wife tho Gum of One
Hundred Dollars ($100.00) jointly.
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;~r29. To Danny Jones the sum of Fifty Dollars ($50.00).
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):;;>1:-" W:l.se as she may deem .best. the whole or any part of my real or
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res:!. uary estate to the EnuDWmont
Ga,\u A~~o~iation of the Uniteu
ITEM VI. I direct my executr:l.x to pay all inher~tarice,
transferor succession tux os ouJ of that portion of my estate
-. \
that shall pass under Item V hereof, and shall be considered as
, b. '.50~ of my
Fund of the National Gymanfa
States and Canada, Inc.
an expense of administration.
ITEM VII. Inasmuch as there are some bequests to parties
I
married and to parties single, their heirs and their alternates.
I, therefore, direct that thede1ision of my executrix as to the
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qualification of any legatee or 9n any matter of.pedigree or
family relationship shall be finJl. I provide that any contest
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of this will. or any part thereof. shall cause forfeiture of 'the
legacy or legacies contested, and the 'legacies shall be added to
the residue of my estate.
ITEM VIII. I nominate a d appoint my niece, Sue Elizabeth
d b d . . \ t" d . .J . t'
.San erson,.to e an act as my eXicu r~~, an. I appo:l.n~ Ru n
[Longhenry to act as successor executrix in default of my said niece.
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I request my executrix to retain the
ESquJre to represent her in connec-
. 'for any cause whatsoever.
-. services of Sylvia H. Rambo,
tion with the administration of my estate.
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I hereby authorize and empower my
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compromise, release,. settle and adjust
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favor of or. against my estate; to vote
executrix tocornpound,
all claims and demands in
any or 'all stock held by my
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estate; to endorse obligations and mortgage and pledge real or
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'that my executri~ be 'permitted to serve without
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IN WITNESS W!1EREOF,
this 27th day of January, 1971.
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sot my hand and saal
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Signed, scaled, published and declared
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by the above named testator as and for
his last will, who at his reques~, in
his presence, in our presence, and in
the presence of each other, havelhere-
unto subscribed our names as attestin~
witnes .
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RCC-37~ (12.63)
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COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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SCHEDULE, "D"
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nENEFICIARlES
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I R~;LA TIONSIlIP I
BENEFICIARIES AND ADDRESSES ' ([( ,top-children or SURVIVED DATE INTEREST OF
Stat~ full names and addresses of all wllo ill('~itimatc children DECEDENT OF BENEFICIARY
a~e an Interrst. vc~ted. contlnRcnt or other are involved. set STATE YES IN ESTAn:,
_ I Wlso in fH~}g) forth lhi! lag!,) QIl NO !lIll'!!!
- -
Mr.i & Mrs. C. Lloyd Preece ( ~renda)
25865 Warwick Rd.. Sun City, nephew ' yes oyer 21 $200.00 iointly
, 92381
CA
Mrs:. Olwvn Ryan (Chris Ryan niece yes oyer 21 200.00
, Abe~S~fi\sed)
59 Gwvddon Rd.
I south Wales
Gweht UK
~MYib and Lilli an Bundy nephew \les over 21 200.00 ;ointly
M"..hdu P"ch r Machen
I NPl 8UW
Gwent
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Sou~h Wales, U.K.
I and Ruth Seiple nephew 21 300.00 jointly
Russell yes over
800 17th St. N.E.
Mas'sillon, OH 44646
wi Hard and Corine Seinle nephew yes over 21 300.00 iointly
, I .
677. Va11eio Way
upl'and, CA 91786 . I
Mrs. Diana Bath I 21 50.00 .
Ijes over
41 Cedar way, Basingstone I
Han'ts. RG23 8NG. Enaland I
Sue Elizabeth Sanderson niece :ves over 21 12,000.00
137: F. Hiah St carlisle. P . I
Mr" 'l",lm" R R........rd lues over 21 50.00
l3~40 Anona Hts.Dr. Apt. 11 I
Larao FL 33540 . I
Mrs. Gladys Lott I yes over 21 200.00
187 Hend..rsnn Drive I .
Lupton MI 48635 f .
, 'I\les
Mrs. Beatrice E. Paden over 21 400.00
241 S.E. '. I
Oak Knoll
Warren, OH 44483 I
Ned o. and patricia Davis, Iyes over 21 2,000.00 jointly
Mark Owen Davis. and I,
Deborah Ann Davis I
,
Deponent further says that all the above-named beneficiaries! are living at this time except below:
NAME
DATE OF DEAiTH
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RESIDENCE
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SCHEDULE liD" -
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Jack Meadows
4034 Southern Blvd.
Youngstown, OH 44512
Mrs. Irene Klinger
5000 Perkins-Jones Rd.
Warren, OH 44483
P. H. Wolfe
2395 Stillwagon Rd.,S.E. '
Warren, OH 44484
Mrs. Holly Hyde Aulizio
746 Hazelwood S.E.
,Warren, OH 44484
Mrs. Lydia Drennen
1166 Taylor Ave., N.W.
Warren, OH 44485
Walter and Mildred Blum
1810 vienna Rd.
Niles, OH 44446
Rufus I. Riley (Laura
P. O. Box 641
Warren, OH 44482
Gladys
,:. Mr s. Minnie Kilgore
Bali Hai Rd., R.D.4, Box
Mechanicsburg, PA 17055
329
Mr. and Mrs. David M.
3471 Monticello Blvd.
Cleveland, OH 44121
Edwards
Warren Public Library
Ms. Shirley Sipplo, Librarian
444 Mahoning Ave.
Warren, OH 44483
I
1 'Dan and Grace Chase
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I 162 Clinton Hts. Ave.
. !" Columbus, OH 43202
, I,
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, Richard and Nita Sanderson
1904 Bonnieview Drive
Royal Oak, MI 48073
'Kenneth and Janet Dunnick
3090 Minerva Lake Rd.
Columbus, OH 43229
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, Ann Griffiths Roberts
5232 Case Ave., Dyndhurst
Cleveland, OH 44124
-2-
BENEFICIARES, Continued
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yes over 21 ~100.00
yes
, over 21
Riley, deceased)
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yes
over 21
yes
over 21
yes
over 21
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yes
over 21
yes
over 21
yes
over 21
yes
over 21
yes'
over 21
yes
over 21'
100.00
100.00
100.00
100.00
100.00 jointly
100.00
100.00
100.00 jointly"
1,000.00
300.00 jointly
300.00'jointly
300.00 jointly,
100.00
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- BENEFICIARIES,
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o:ver 21
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SCHEDULE "n"
Rose M. Irwin yes
1416 Pleasant Ave.
Wellsburg. W. VA 26070
Living Lord' Lutheran Church
851 Niles-Cortland Rd. N.E.
Warren. OH 44484
Continued
Endowment Fund
"Welsh National Gymanfa Ganu Association of the U.S;
and Canada
Jack Meadows, Executive Secretary
,
4034 Southern Blvd.
Youngstown, OH 44512
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SUMMAR~
Rcal Property ....................,.,.,................................................I(SCh."A")
Pcrsonal Property .................................,...,.,.......................,.,I(SCh. "B")
T ransfcrs ..,.........,.,.,................................,................................( Sch. "C")
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':::::::::::::~::::::::::::"""""':::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::[:::::::::::::::::: .
. . Cross Taxable Estate I
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$.................. None
$...25...Q7.l.6,2...
$........ ....... ...... ..NQI1,E!.
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, SCHEDULE "E"
:RESIDENT DECEDENT JOINTLY OWNEDlpROPERTY
j INSTRUCTIONS: This schedule must disclose all property, ~eal and personnl, owned by the decedent jointly
I wi t.h another or others, including intangibles, sta.ndin~ in the name of the decedent and others. List
I real estate first, as entireties, or joint tenants, givirlg brief description, as indicated under Schedule
! "A", plus the date and place of record of Instrwnent ertecting vestiture, but no not include entireties
: . I
or out of state real estate value in estate valuation column. Personal property should be listed as in
: Schedule nB", plus date of acquisition, and the name; address and relationship (if any) of co-owners to
: the decedent. _ I
I Description of Property, Date of Acquisition, Name ~nitl
; Address and. Relationship of' Co-Owners, and Place Value
of Record. o~ Instrument, where Real Estate.
~'RCC.38-'
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"
~
'COMMONWEALTH OF PENNSYLVANIA
,TRANSFER INHERITANCE TAX
percentage
Share
Estate
Valuation
NONE
I
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of tHis return.
DEPARTJJENT VALUATION
CAUTION-Do not Write
In This Spac.e.
Value of
Entire
Property
Value of
Decedentt s
Interest
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COMMONWEAL TH OF PENNSYLVANIA
,
DEPARTMENT OF REVENUE
BUREAU OF FIELD O:PERATlONS
P.O. BOX 2920
HARRI5BUKG
17105
IN YOUR REPL.Y PLEASE
REFER TO
REV-S1e (S"78)
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
I
Ms. Sue Elizabeth Sanderson
137 E. High Street
Carlisle, pt,:
(Executor or Admini strator)
In Re:
Estate of George
Bundv
I .
County - File No.
Cumberland
2h.78C.0058
Dear
You are hereby notified that the . Original
appraisement in the estate of George Bundy .
has been filed in the office of the Register of Wills of r.mnh"rhnn
,
County on 8 Februarv , 19.22...., Soid oppraisement reflects the following
valuations: I
Real Estate None
Personal Property 25.071.00
Transfers Ndne
Jointly Owned Ndne
Total $25.,071.00
As to such tax that is paid within thrt 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 Dece~ber 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior tb December 22, 1965) from date of death,
interest at the rate of six (6%) percent per ann~m is charged. . .
Any party in interest who is aggrievJ by this notice may objeclthereto within
sixty days after receipt of said notice as provi11ded by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001. P. L. 373.
Date R F"hr"~ry 1079 SignJ L~ ~~~
Title I Administrative Officer
Nate: This is not a bill.
i.l 4-
RE'V-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
I P.O. BOX 2970 ~ ~
HARRISBURG, PENNA. 17105
!
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
8 February 1979
Cumberland
21-78-0058
COUNTY
FILE NO.
: Whereas,
inlthe County of
I
the R 110hynoyy day of 19 l!l..., seized and possessed of an estate
,
sUlJject 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:
I
: 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 ~ny 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.
George Bundy
CWR8BI'laR9.
late of r.~Tl i ~1 p
Commonwealth of Pennsylvania, having died on
I DESCRIPTION OF ASSET UNIT Appraisement
, VALUES Made for Inheritance
I Tax Purposes
I
I 11001 $ None
,
I Personal Property
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i Transfers . None
I T. .,..~, r>. .~ None
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I Total . . $25.071 00
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I Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
With the law on this 8th day of Fe6ruar'{:- _ 19 .72- .
: \.-€..a . ~~
1 Appraiser
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(Number and Street)
Harrisburg
(Post Office).
, Penna.
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