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HomeMy WebLinkAbout05-01-78 ~ r ....{~RC_G.l;!)3 (4."pJ < ~_. RESIDENT DECEDENT i'1AY 1197S COUNTY OF Cumberland T ,> COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS IMPORTANT, This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the ~ounty where decedent resided; Return is due within nine months. aftef.date of death, unless an extension is granted by the Secretary of Re'otenue. (Section 703 of the Inheritance and Esta.te Tax Act of 1961,) IN THE MATTER OF THE ESTATE OF } A.. FFIDAVIT OF . EXECUTOR ~ TIJT'T'R 1<' FMRTr.l( (STATE FULL NAME OF DECEDENT) Late of Cumberland County County of 011mhprl:=tnCl } ss, State of rCnflS) 1 ,ania Decedent died T~nt:) li' n?"I7i r1so-n Trll~t Off; C'pr J r.r.NR R,qnk, N A , of the estate of the a"boye-named decedent being duty sworn, depose and say . 19~{te5tate leavlng"o 1~lSt will, copy of whic~ is hereto attached,,} (Y EAR) lXNKIlCN Executor ~XI<O<I:l'lr T::inll::iry 28 (MONTH) (D'AY! Name and address of attorney or } other authorized ropresentative to whom all correspondence should be moiled. Jon F. LaFaver 315 Third Street, New Cumberland,Pa. 17070' That as such _ F,YP('l1rnT deponent is familiar with the affairs of said estate ,and the property constituting (EXECUTOR-~~~ the assets thereof and their fair market value. That at the time of death there was no safe deposit box-registered in deced~nt's indiyidual name, or jointly with,"or as agent or deputy of another, or in decedent's individual name, with.right of access by-another as ~gent or. deputy. with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.4.FE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Twite Emrick RELATIONSHIP OF JOIN,T HOLDERS to DECEDENT CCNE BANK. N.A. Dau hter ~~ Pennsylva That' the contents of said safe deposit box or boxes are itemized 'under Schedule~ A & Bar th.is return, with the exception' of the following, for the reasons hereinafter set forth: . " . - ' . - . That Schedule A atiached hereto and made part hereof sets forth fully and in. detail' all the real property in the Commonwealth of Pennsylvania of which dec_edent died having an interest therein. It aiso sets forth the mortg~ge encumbrances upon each parcel of real property at the date of death, 'givi!1g th~ amount still due at death. name of mortgagee, date, rate of interest,. and book and p~ge of record thereof. .It also set~ forth in the columns ,provided therefore the assessed valu~tion of each of said parcels, the estima~ed .mark~t value thereof as of date of death of decedent. That Schedule B attached hereto and made parI hereof sels forth fully and in detail all personal property wherescver situated nwned by the decedent at the time nf death; all moneys. left by the decedenI 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 separatelv the accrued interest thereon, if any, down to the la-st -interest day prim to decedent's . - ." ...~ fl' death in the case of savings banks, and to the date of decedent's death in all other cases; all'bon'ds. po.Stalr. savings, treasury certificates or notes and other evidence of indebtedness of the United Sfates....JQ.I\:the1~;e-_.---=;.. cedent; all obligations, whether by statute or agreement they are designated as tax free, of the Urii(ed'State~J. - -- ...,....- or any state, or political subdivision thereof, or of any foreign country, which are owned at the iiine of.~d'eatht,. all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, hor~e-~~ carriagelr' ~'. automobiles, boats, and any and all other persona.l chattels of whatsoever, kind or nature, left. by:decedent, :: - ~ ~ together with the faidy; estimated market value thereof; all bonds and mortgages held by dec,edent a~~'df all claims due and owing decedent at the time of death, and all promissory not~s'or other'instruments 'in writing for the payment of money of which decede~'t died possessed, of. whatsoev'er n~tu're, ,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 depreciati~n: as to each"item; ati m~neys payable to the estate from life insurance policies carried by decedent; all annuity and endowment contrac'ts 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 interes t thereon to the date of decedent's death and other investment securities ow~ed by the decedent at the time of death, with, the.market value there- of at such time. . " ,. In the case of securities of close or family corporations, the values reported are &s far as possible substantiated b financial statements of the corporations, showing the assets and liabilities thereof as of the date 0 death. The schedule also sets forth the interest of decedent at the time of death in any co-partnersh p or business, and 1n support of the value of such interest there is annexed to said schedule, financial tatements showing the assets and liabilities of said co-partnership or business. A copy of the co-partner hip agreement, (if oral, a statement setting forth the nature of tne agreement) together with a statement setting forth the character of the bUSiness, its location, and such other facts pertaining to the busine 8 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 proper yawned 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 t e case of transfers of property, real or personal, within two years of decedent's death, in contemplation 0 decedent's death, ",or intended to take ef'fect in possession or enjoyment at or after death, said schedu e sets forth the nature and value of' such property, to whom transf'erred, the relationship of the trans erees to the decedent, the proportionate share received by each transf'eree and all other facts of' a per inent nature regarding said transf'ers. In the case of transfers intended to take ef'f'ect in possession or enjoyment at or af'ter death, there is also attached to the schedule a COHY of the deed, trust agree ent or other instrument creating the trust. Ther~ is also set forth in said schedule a list of all pr perty, 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, ether individually or Jointly, by the will, deed, or other instrument of another, with a copy of the instrl ent 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 inte ested in this estate at the time or 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 inors, annuitants and beneficiaries for lire under decedent's Will. It also contains a statement show ng 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 Sctredule sonal, owned by the deced of the decedent and other real estate and the date of co-owners to the dece attached hereto and made a part hereof sets forth all property, real and per- nt jointly with another or others, including intangible, standing in the name , plus the date and place of record of instruments effecting the vestiture of l' acquisition of personalty, plus the name, address and relationship, if any, nt. That Sctredule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed l' r and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where a plicab1e; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to b paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in conseq ence of the death of the decedent; debts and claims owing and lmpald at time of death; taxes accrued char eable for period prior to decedent's death (except those allowed under Section 6~1 of the Inheritance a d Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is ag eed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amoun actually paid in settlement of any fee, commission or debt is less than the estimated amount claimi and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assesse can be reassessed in accordance therewith. ........_.._.~,.::.;;,..k... ..... day of .....1:~.... ,...:~..(( ~~ KC':.-', ; :c> That the totals of the ap ropriate columns 1n Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. CCNB Bank, N.A., Executor of the Estat 0 Twite E. Emri~k J!y.;. ........ ....&t.~lk~4t~t-~rrrcer Subscribed and sworn ft.1'?/!!.,I!;" ...tf?~ .......192..r.:. 210l ...k,Qt,_.~..t..-..............._......_............_.._.._.__.. (Street Number) ...CaIllp....Hill.~....P.enn.s.y..ly.a.Il.1.."'.....P9JJ....................... (City Of' Toum and Sto.tc) . ~l~bli<: \.';,'jl t:';;, ::1;;.1 ~~d C-:., P.J. My C.rn;.lLsion L-', J ~s July S; 1981 NOTE: Berore signing af idavit make sure all blank spaces 1n the affidavit and schedules annexed are filled in with details 0 the word "None", and in case the assets include rare and unlisted securities, securi~ies of close or f mily 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 i the "Summary" has been properly completed as above-directed. ..~ ,<i .,,~, ....;, " -r- ,- '-~-~-' .~.:~._; '-..:",,"-,~';- ..,.RC~C..34("'73', . , '." COMMONWEAL THOF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDJ;NT, .... "';'::'':''. ~,'-".~_..::.:;.."'" '(_:'~:::'-~~"""~""""-'''''''''''''~+''''>~''"'---:- ..~ . SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement 01 mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant in common with another or other, should be identilied as to quantum of interest and the estimated value should be that 01 the decedent's interest only. (Property held as ioint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real p;operty loc:ated (n the Commonw6ohh of PennsylvanIa should 'oe described by lot and block number, street and street number, together with a general description of the propert)', with a reference to the record of the conYeyanc~ by which the decedent took title; If 0 farm .tate number of a. cres; also statement of mortgage encumbrance. upon each parcel at death of decedent. Taxes, assessments, accrued Inferest on mortgages, efC.,are to be listed on Schedule ifF" and must not" be d~duc:ted from this schedule. (1) (2) (3\ OEPARTMENT VALUATION CAUTION (Do not wrIte In thl. llpace) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMA TED MARKET VALUE / W!-rJ..'TO,v' .. vr Single dwelling located at 241 Walnut Street; Lemoyne, Pennsylvania. Deed #3476 recorded in Cumberland County Deed Book V, Volume 9, Page 468 ~ $3,810,00 $29,000.00 29,000.00 fbll't.L 1. 'J"q cr~o t-. /lAlJ,. No ::, 91 0 I '1 IS i ~ 4 ") / Insert this total opposite "reol property", Schedule "A" in the X X X X X "As Reported" column on the lost page 01 this return. /i .- , , \ \ $29,000)00 ( ) / '.'.....;.;,,;.[B. '-~ --'. ~".' ~ .. ~.:'"1-~..~r't-. . '. "....;' ,~. REALTOR. .~. 4620 FRITCHEY STREET HARRISBURG, fA 17109 7t7-652-1900 2 PINETREE DRIVE MECHANICS8URG, PA. 17055 717-697-4691 CERTIFICATE. . LIMITING CONDITIONS 1,; ".-" '". ,. .~~ ''''.'; ~. . .JAC~ '~EALTOR 3800 MARKET STREET. P_O. BOX 686 CAMP HILl., PA 17011 . 717-76t-4600 REAL ESTATE INSURANCE .-" ;~ 1068 HARRISBURG PIKE CARliSlE. fA 17013 717-24J..80BO 545 W. CHOCOLATE AVE. HERSHEY. PA 17033 717-634-1302 APPRAISAL OF THE VALUE For: Mr. Robert M. Lane, Trus~.Officer c/o C.C.N.B. Bank, N.A. 21st & Market Sts. Camp Hill, Pa. 17011 " I liereby certify that I have personally. examined the property described as one and one half story bungalow situate: 241Wal ton Street Lemoyne, Pennsylvania Estate of Twite E. Emrich ,. and it is my opinion that the value of said property as of the 27th day of February A. D. 1978 is twenty-nine thousand ($29,000) dollars . The property \-\'as appraised as a whole owned m fee simple and unencumbered by any indebtedness. I further certify that I have no present or contemplated future interest III the property appraised or the result of this appraisal. , /~/ '. JC:::-:;"-' . /" :,; /_"'."I;_'!_'-I~;"/ .~__>/I\ ,..-!-'<'-:';'/ll~:Y~_ SEAL ,'... ---'-77""---"---' //;Jccr". /7?~!",L'j " , The opinion of value expressed above is the result of :md is subject to the data and con~ ditions described in' detail in the accompanying report of three pages. No responsibility is assumed for matters of a legal nature concerning the appraised prop. erty. nor of qTuestions of surv~y. . . _ _ . No fractional part of thiS appratsal IS to be used in conjunction with another appralsa1. Such USe renders'it mvalid. \.., -. ',,"-' ...-..,.: " . . __.:: -T~ :. . ':~.:}>/r;~: l -' ,-~'e: '.; '-.'~. ......,,',<....,~~,--.....":".....~-;:-";"~ ~~_,...,..;.<,ro.;.""-..-....-_~...{~~~::-.r:::';o,~..~:..--:c;'z",:;..''''.'''"':''''':-::'['''__~';;''?'"'''71., _",,,__~_,,,,,,:,,_,,,~,,,,,,,,,""_'"''"=''~'~'~';'.;-'--;-':_",,,,::,,,,,~,'::T''"T ~'"'t-'_.. ..--:.".... . -. - . '.. ~_~""""'.o;;""".,..,,..."';';;'r~~.. .' i..r('" ,~y . ~ ~ .~- '. ..' ' ,~,' -:-.' f" ..:\.~ iMPROVEMENTS 241 Wal ton St. ~ ;Lemoyne , Type: l~ story single bungalow (asbestos siding) . ~; lrl":.......: :"'~'-"C'; ~ " ~ , Lot size ._._~_~~..__.~:....._.:..X._~E.._~E1?!.9_~.~.Construction; Existing ..m~!:.~......_..._....._.._." ...__...__.. Proposed____________ ", Living units _..__.~_..___..Construction ....~~.!?.~.~.~.9.~._...~~.':!.~!!.(f....9..Y..::.!...:!!~.~~.......-.--.___.._"__'_"_'" Stories......l!!_--.;.Age_j.?-y rs . Basemenl __..t.!!!}.....=~",.<!.r.'E.E.<:"t:."'........_....._....._...._....._......................................-............-........--......-.-....--..--....-- . IsI flaar:.LR.-ili's DR........1li'.,?... K.._..Yg,s..... BR._..._t.%... Clasets...._.tJiQ....._ Balh.Q.[!!;?_..... Other .....t.!.o..r.!..t:. & refg....P2rches 2nd floor: LIL..-__ DlL.........._ K BR.......O"E''''_.. Clasels................._._. Bath..........._....... Other ...-.........-.. 3nd floor: lR....~ DR....~__ IL._.._.._ BR.:..._._....._. Clase!;.._..................... Balh._................... Other ---..:...--_." TYPE OF PLUMBING: (a) Balhraam ___'!E.P..p..'!!.....":....l?E..t.....y."'..F.!:l...O"!9.J.f...lf.t:.<JE'f'!L..............____. ---------.------..-...-.---.---.-............................-........_.--------_...._~-_..__._-_._...__.._----- . ..____.__.w____...._.P__..__..._.._._.._.___..___...~__-------- . (b) Kilchen _.....E.5!12P."!E..___....?!!.I.:!l....'J..!9...g'!'.'3._.E5'.I2g,e., ample.....cabiIl!!..~'?..__ . . . . . .-..----.--------------.-.-.-.......-..--...-........--....-.---......-.,---...---.-----.----....--.--..- INTERIOR: Walls - Plaster ......ye"'_.__...........Dry ...._.__.............__._:............._ Othor ~.......-.._......._-.~..--..-.-....... Floors __..lZ.i..'2"!_.=._'Y2.._&....!!.O"'Y.E._.....__..___....._.._ Woodwork ...._Pl1.!p.t.."'.d......_..__.... Nalural Firep'ace.~_!':~_._:....__ BASEMENT: .Faundatian ..__.._l>.~()..c...~_........_._....._.._......_.Flaar..........'?"'l!'?.r.:"!.~"!........_.................._.......__Excavated ..~ 00_....___% . Healing, Type _._!..?E=::.'!...!'..'?.t.....ii.~..J:...._..._:...Fuel...._........().~.~........__........._._...___...Air Canditianing__!!..?.......___ Waler ~ealer ___9..a.!?_......_...........____...._...:....:......._.._......Waler softener _...._....._':'.CJ......__..,.Laundry Irays no..___ ROOF: Type _.'!.!!!p.J:l.'!'J.t:....".0..f..r.!.g:~.,,__ . Candition...._....g:'?e.~...._.................._......_...._.Gutters and dawnspauIL.....---Y_e.&_...._____._ . . 'MISCELlANEOUS, Ins~lalian ._......_.._.....1.'.".1.'.::............:.........._.........._...._.........................._.,.Slorms __._J.~9.....% Scree~L...~gL_% I -.. OJ ;j CONDITION, (a) Exterior .._......_....9.:C>."..cl...~.ll".P."..._..............................................................:._......__..__...Rem~ining useful ' life of building, . . ". . (b) Inleriar' __..:.....ti'!i..Lt>.!.'.?.P.'f'._......._......................................__.._....._.......__._.........._......._......._...__~!f'_iJL,?...--.~. GARAGE: Construction _...._...._:':'.().:'=...~................._............................:::..............-.-Roof ......_.........~._....::............._...._...._......Na. ~f cars_._.._.....:._. ..~ , . OTH:~z~uilDjN.Gs7=.:~::i.:~~::{I!."~~e.t.r....~:=::::::::::.::::::~::.::..:.:::::...::..,.~:i=~.~ay.:=~=~~:~~:=~:::::..._....-=:::=:=_~:...... UTilITIES, . Sewer_._....J!.'1.?.1.J.c:.................... Water _....f''1..1;>~.!'''_._......._.........Gas ......M."'.'3...__........................Electric _..!l.'!ii._.._.__...___....... Well c,._.c.._..,.........._......_..._..........._._................................................._..............................Seplic tank._.......::_..._..._._...Size ---'_....--.....----~. . STREET IMPROVEMENTS: Walks .._..?'~.s............._.............Pavi~g....._m.aE.:.......C. and Guller _..?'''!.''..........__...:_..Alley ___...':"?.___._..~ . TAXES: Current general _....!.?B...,,,4..?....._.............._...................... Special assessmenls ..............._.l!?.!:'."'.....J<:r.!.CJ.."':':'__._. - ~ ij , 1 . ~ " , , I .1 j. . . COMMENT: Neighborhood Irend _....._.'3..~.a..1;>~.Li.."'~<i... Type slrudures __ sir.!g~~....t..a,.l!!i..l.y.....<iw.."J+..f..!'.gs.....~_........._.Candilian _.J.",}.! t",_.9:e.od_._Age _2.;j.=-4.J....!d.~<y::s Any area deterimental influences: none known . 200 . This property could renl far $....._...................................per month. The markelability of Ihi, property is __..._g.qQ.~.,.....f...f......!"'..~"'.c:.'2.!."'.t...e..d.....J!lsi.g!!_...._.... . . ........-..-....--....-.....-......-...-....---..----...----.---.---.----- .~ .~ , '. Recommended necessary repairs and possible cost: 1 House needs complete paint job inside. I . All inside junk and useless items should be cleaned out, including cellar. I Inside plaster should be repaired where needed. . . Approximate cost would be less than $1,000 ';Plat Plan sketch and/or perimeter drawing of building. , . .... . . r..---.--- rLJ- 1 --....--.... ~' 1 "tc~ i ,.' I.~'''I----;l' t ./~/s.../'/.j?:::..<>//I/ /.5" 1('., i i! .; . ~Jf-~; 1( /F'C.Y 7'LJ .)('..-//.- ii j 1-"/f,.,r- I ~ (' ~~ ,T: ,L/" ~ , ~:.'.' \ I , 1 I:~ i . I I, I .~ r--~p -~- ,! , ,. . ~ .~_ 1-1>4 f'~~,i-t;/~: . i . .: ~- ~.I L_ ' ... j . .!~.'':::') I J5' . .. _ . , .,......"....,..,~-(-'~,_::__..-.~~>;r,~~~;;.~,~.I'1"';~;:-_,."l'":-:;;:;-~.,.;_,~-.;;,.,,:-"--:;;_";.-c;>.::-;orl>'7-Y"..r:"'1>'.,.,t",""""..'I:""_'r""...J~~~~~.~'T!J'f'~7."7:-=T"....:1C:;~T?f"::" ".e"~,.,:""..,TtT<,...",.~::."1"';-c-;;:::i;>;;\,,-Z';W;---:r.it"!<7~~.:.:,.~t~~.f-~~t;'" - :~. A i 7K Lot is only' approx. Legal did not show exact size approx. 50'xllO" ,I S'. '" ....;" . .. ~ ~. ;.n:- .;_,..;i ; ."t> ...--' _._~ Lot'is flat; with' no apparent draihingproblem. The legal description . , . roes not show ,the exact size of the lot,'but it looks about 50' xlIO' as an educated guess. There must be off street parking along the 'left side of house, because an,old car was parked there. This appraiser could not actually see the driveway because of deep snow. . " . , , ' t~, LAND .Ai ...... _ DISTRICT ""-. .' '.!o ..<';"--. .... '. . -,,;.' '.~- ~ ,The area is of moderately priced homes, ranging in age from 25 to 45 years". There' is .-no new construction becaus'e it is a very old area' but we~l thought. 'of and houses seem to sell without too much difficulty. It is considered'a good, well stabilized area. This appraiser saw no other homes for sale, on the street -at " ,this :time.,' . ,~ I PHOTO' ., T 1 , ; , I , ; ~ j I j . , I . i ! ;.:~1'~~',~,,,,~,.' '.; 1 "{ );t,});':> ,.J's, . -,~ l~ ,;: I- .......) dl-.;i . -- , t.'.... . _ . ,:!!J ..,~( .,lli;l'... ,?/'f' , '-'1' , Address Comparable Properties Dole lol Size, Sale Price Sq. Ft.' No 1 '5835 HL.'II!iide-1<.iYWJ-.l1.>!.r;,11..i!1JiQJ;;1:IJ.}.rg..._.._YJ.Ej7~..-.-.-j~.L~Q9~_-,_ . ~ No. :1 _13_. D.:..2L..J:f!,chani csburq _._,__.___.....:.._...._...lJ,l?ft.LZL....__..:!.:.I!.!!..O , .,'No. 3 _._2.~~"-~~~?S.J!..d., Ca.fllE....!ilJ.L________._...____~~~.Y-.Z?..__..._._~?..!.~OO ....:......__ . 1 I ! 11 j. 115x100 72xl59 63xl50 , , ' -- $29 900 $ VALUE BY MARKET APPROACH __,_-"__.___~- . , :j!:~~~.~~?:;~;'~~~~2f~.': ._:.::~_~.T~~~.~~~:~,:~~,~~,i;; , , , ~.~\'!\~,~i,'i.:.-.-<'.~;;~~~~,'-~Jl~~":-,:i~:"~:'.P"\I,.;}ij:'~..".':;.:.,';.~~7"'~~~~.~:W{,y:.,-~.-:f."r.'*;",~::~,-. ," RCC-135 CO~\ONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX 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 or his death~ Property owned by the decedent jointly with another or others must be listed under Schedule "En. Intangible personal property, titled In the name of the decedent, but payable at death to another or others, including but not limited to P.D.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 ftlrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certU'1cates, cash on hand and 1n bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or rirluciary in said capacity, partnership interests, interest in any undistributed 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. I tern No. 10. 11. 12. 13. ITEM List and describe fUlly UNIT VALUE 1. Household Goods 2. 1961 Studebaker Lark 3. Cash found tn home 4. ...........CCNB Certificate of Deposit 112306 5. CCNB Certiftcate of Deposit 112313 /CCNB Certificate of Deposit 112325 Accrued Interest on above Certificates of Deposit 6. 7. 8. ~West Shore Savings & Loan Association. Savings Certificate #82, 6% 9. Accrued Interest ~rris Savings Assoctation Account #24208 Accrued Interest Dauphin Deposit Bank Savings Account 1130001 \ 11001-00- ) State Capita~vings & Loan Account 06448"/ 6...- 0 :,:4~ W~?" Insert this total opposite "Personal Property", Schedule "B" in the Tl As Reported" column on the last -page of this return. x X ESTI MATED MAIIKET VALUE DEPARTMENT VALUATION (Do not wrIte in this space) $ 1,419.74 742.90 300.00 60.75 3,000.00 3,000.00 3,000.00 72.28 10,000.00 84.74 4,200.00 17.15 1,305.59 @7 ,197 .5]) $27,203.15 .' ", ~ ~ ,'/ t" _.':'.' , CUMBERLA D COUNTY " NATIONAL 8ANK AND TRUST COMPANY , "::' ,..i;~ 'I~ . ",- - "'-- ~;1~. ' :." , THJFH:l.AND HU'MMEL ~E:MO:N E, PEN NSY LV"'N I'" April 21,1078 CC"lB Bnnk NA ". -T~Dst rep~rtment .. 21st and ~larkE't Strpets . Carnr )-1;11, Pa. l70ll 'Attention: Miss Jane ~?vidson J)ear Jane: This is to advise Y0U thMt Twi tP. ,... 'catp.s of DeDosit w-:i.th 01,..'!T:' Institution on uary 28.,1972-" .Emrick had three ~prtifi~ the rlate of his death,- ,Ja,n- Numb!?!" Amount Issue Pate C/D #2306Q $3:00()~nO 3/9/69 , , i ') i e/l) #2.3BQ $1:0iJo~nn . 1;>/.3/69 . elf) H23.?,)Q $3,000.00 1/5/70 ~ J j j , .1 j i j I i Each Certi.ficCltp \\"'215 for Quart.~rly Income check ann issued to T~ite ~~ Pmrick . 241 Walto~'St~pet Lemol/De, Pa. 1704'3 If we can he nf Rny further aS~istan~p~ nlease advise. ii;cere1;, ~ . , ~J. .J.ki til?-t& b.~ .Hartzell ( :;rrs. ) I. V' P . S~l.stant '.CP reSl~ent . eSf1/cl . . , , . -'-'~)7'~~~:.":""l,~c,~.~,r.~"'J.._'''~",I'-.,,,,,,,..r:;.,,"_Tr\,~;,;-.'--F;r;"""'!'''~'-~''.C:'1';:~''::_r:<~iiT,':_'';.~~'_:\'~~.;'':~~',-:--,-",,,.--;--:-v.:-;-r:-,~~"l'~~..,,< ,,,,,~""!,-.-,,~.. .~~~""'...,..,,.......'-rf.""'''--7.~ " ''',. ~,\ " "'", ," , . ' . Serving the West Shore Since 1923 Telephone: 737.6631 761.7810 !( j ,~! ",4 li :"'i:,' j~ . Jj:'1... _ ,;. .>:0,' ~:'::1 West Shore Savings and Loqn Association :"'--",,,~: p, O. BOX 198 . FOURTH and MARKET STREETS LEMOYNE. PENNSYLVANIA 17043 :~\~ ,.' '. THEODORE F. BURD . , Secretary , April 24, ' 1978 :.'~-' ,.j ":.1- ";., - ~'4 ".' . ""i: l .':' {5 ""1< 11 ~"L . '!'~ - . ..,f..' '1' Jane E.' Davidson' CCNB-NA " ,331 Bridge Street, New Cumberland FA 17070 RE: Twite E. Emrick Estate '-, ' :.'i!." ,..." ." ~,. . :{~~: , ._~." J~ ," :.-" 1') ;-~ . . ~ :,;.;' '''. tl' ":~ .;~" ;-~~ ~~ :,(! ")t, ~i~ ;, '~ -,~.1 ';;t, ~'~ ),~ .i'{) ." :~ '". ''ll :tl ~ !~ '" ;l ~ ...1. I ~ 11 ~i ~ .~ , .' . . ," ~~~~1t~r\~f~~~l'~'f['t~~~~f{~f~~~-~~lnt.'f:t:_~'''2F~~S~'i~.;l1Pf. "P;~}>~,~~;~';r,,;',~l~'<i~~::(:"?_?~~'r-~_'~"i~_"'~}'r_~~~~~~';\__ .' 'Dear Miss Davidson: " , 'At the time of the death of Twite E. Emrick on January 28, 1978; '.-,' . - - !. ,", the Certificate of Deposit Account #3-228, Certificate #82, was ..'. ;-',.. ,.,-," .-..... ',.....fi:.'.,-.. " for $10,000 .00 and the interest earned from October 1, 1977 to 'January 28, 1978 was $196.90. :.i" "J. , Sincerely" , ti2-l:;p</;/7/b~)" c~.Iz(t ':Arline'V. Drackley (Mrs.), .., .'.; '. '" , .,' "J>. :,. .'J' " " 'j . _~._ ,~~~'f'1'!!.-,r,.,~~W'.{,; ~'''''-'''_~' , -"if... ~ ~ , ,~". .,' - -' ' ".-. ,..~....~t..~- ,~...... .' .- .", " , , The H A R R I S Savings Association 205 PINE STREET , J-;~' HARRISBURG. PENNSYLVANIA 17105 >(- .....: OfFICES' Area Code 717/236 - 4041 DOWNTCNVN ' COLONIAL PARK' CAMP HILL ' LEBANON' UNION DEPOSIT 'CAPITAL CITY' NEW CUMBERLAND I April 25, 1978 " ; ':. C.C.N.B. 331 Bridge St. New Cumberland, Pa. 17070 i .l' He: Attn: . \ Twite E. Emrick, Estate (Miss)JaneE. Dav~dsan Assistant Vice President and Trust Officer I" I, ", J i 'I i ~ ! :~ i i , ,I , j . , " . fi l 1 '0' j , . , J i , -1 '{ ,~ ~ ~ J , ,. ~4 l ;\ 1 .. ,~ 1 . i , 'Dear Miss Davidson: This is confirmation of the balance in Optional Savings Account #24208 was $4,200.00 on January 28, Mr. Emrick, demise. Earning + 16.'34 $4,216'''34 Total of account on date, of death. " Passbook' 1978 the date'of If you have any further questions plea3e feel free to contact me at any time. I remain, Very truly yours, ...-, Ii C~vo/7, Cr.=vy_e_~JJ 0 //7a.^~ (Mrs.) ~elyn C. Maile~ 'Savings Officer ~ ~ uJ, ~tz61Mg4 ~ptc14/J4t , , -.. . .. ~ "... . .. . . "}(~~f:wr~:.~~r;~~~;~r;~-~~'~4?~:~~:'1;(:,s.f1;f:.~~~k'~.~;~;i:~~~~:~i)r~'~;~;~9!~'r~~:~~-}~:I:\Y]lT,~~;'.'2!,f~'t'~(t .-~~~~t,~~!:'~'~~H:t.:':':'-':".,~~ -:':',~'S'~}7::-~i~::~!!;:T~~r~~~~~{'1'!.f:t ~~r~~~:~i.:.?,:..'7!.;"!~:_~~:.~ ,-'"'-.......~ ,.; . .RCC-% COMMONWEALTH OF PENNSYLVANIA TRANS"~R INHERITANCE TAX SCHEDULE "c" TRANSFERS ,,' RESIDENT DECEDENT (1) Did decedent, within two years of'denth, make any transf'er of any material part of his estate, without receiving a valuable and adequate consideration therefo~? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property f'rom 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 is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's health 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 w~s 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 not in fact end before his death: I (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) Nn (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 w~s transferee's promise to pay income to or for the benefit of care of transferor? l (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 al ter, amend, or revoke, or which cOHld 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) I 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. ITEM DESCRIPT ION . MARKET VALUE (Es tima ted) DEPT. VALUATION (Dep t. OnI y) NONE -0- None , Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last -page of this return. None .,. "";p/'.. . .:l \ I."' , 'j " ) 'r >' .;. , . ~~ .;'." ,"i~ :\' ,.k I'.", '.,::: ,<. !-:r ~' ,~, !i;' ;-~n. I'i; 'A' ,', ItA -~- ,il, !:~ I~r 111 p'~ lfi . )12 -"J " .EI~ . (" ;~.~ jt{; ot' -~~ Ij~i; -",> . .-~:~- jt~ I'::;; i~U !~ir I"" - \,~~ h,' I,," :::;, '.:\:, ,.... .' LAW OI'TICES JON F, L",FAVER. . 317 THIRO STREET. ~;'-; " ~.. :., . :; ',~" .~ ,A,' -,'" ~ .... ___..___..1-_ ~ __,~-___~_____" I I ! I I I, i I I I \ here-! I I I I I !J . .11" " ' !! ' , I, . [i-,' "j i; ~. ~- " it ;1 " " II :1 :, 'l\. I LAST WILL AND TESTAMENT OF , TWITE E., EMRICK I, TWITE E. EMRICK, of the Borough of Lemoyne, County of Cutnber~ land and State of Pennsylvania, being of sound mind, memory and understanding, ~; . <'ji' "I; , I! ;I. i: hereby do hereby make; publish and declare this as and for my 'Last Will and Testament , ' . . . I revoking a;'d making 'void any' and all other willsby'me at, any time n ii tofore made. !i ii' -il Ii " " !: " 'li. ;i. ii I' If- 11 decease e' :J . <,] I!" t e' -h " i' ;\ i(personal or mixed, and wheresoever situate, I hereby give', devise and . (; . Ii 'I' unto my wife, 'HAZEL A~' EMRICK, if she survives me by a period of thirty days~./ ,I h 'H If my said wife does not survive me by a period of thirty days;' i:lienthis gift;,' II ii' I ';1 to her shalr' be' diyested, and I then give, devise and 'bequeath "-~[ . . ",i unto my three children, n ;'. . " . . H in equal shares. " !l .n ii ",I " . :1. ~. . ; . .i i I my', I I i 'I I ~i ,bequeath J, I direc~",that my Executo,! hereinafter'named shall pay all my just debts and funeral expenses as soon as conve~e~aY be done/ait~r II. All the rest, residue and, remainder of my estate; whether' reai, I ) i , I ' my entire estatel, I I SCHOLL; I , I T I J NATIONAt JOYCE L. SALAPA, TWITE S: EMERICK, and' ALICE ,M. III. I: . " iJ BANK AND " ii I: ,I,i share H i1 :1 . "~fl ; ;-~.' '"';1 '. , I hereby nominate',' constitute and app'oint CUMBERLAND COUNTY '- I I TRUST COMPANY as Guardian of the estates of any minors who 'may take a I I I I 'I I I , 1 I BANK AND TRUST COMPANY as Executor of this, my Last Will and Testament~ , I i I I i i i i i under this Will. , IV. , ' t hereby nominate; constitute and appoint CUMBERLAND COUNTY . n, ,!i NATIONAL . . H. ....:.1\' " ii' ,I'this, il ' ..;\ May, A. DOl, " !' ':i :1 ." ,IN WITNESS WHEREOF, I, Twite E. Emrick, the'Testator, have unto my Las't Will , and Testament, ,set my hand and seal'thi~~3- 'day of 1967. " r: ('I ' '7;//" ~/ .-- . ..! ""~~j>./:.' . -., !/"".Z;.Lf/;.~ ;"",.,-1<. /- -' I ! (SEAL) i i I l I i . -Ii 'I ,[ , Page one of two Pages , " j; .~ : , l -~~;~_._...',... .-.,~-.--...,.~~-,-.'-- -~",,"- ." ,"; '" . .-,.--.....,....,---,---:-.....""'"' --~...._-"._._--=--'_.~..- . , .~: . , ." . ,H2c-:l7. (l2-~3) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" , BENEFICIARIES l h RELATIONSHIP , BENEFICIARIES AND ADDRESSES (If step-ehHdren or SURVIVED DATE INTEREST OF .State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY aye an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise. in estate) forth this fact.) OR NO BIRTH . T,.._~ Hp,."hock Daughter yes Le"a1 1/3 Share nnn ,,1 n. .- , T 1>0 1"'1.0 I . "'".,~ n ~. '.'- c__ "^ T nno1 T /~ Cl-.___ ". u Coo, _" Yes Leaa1 1/3 Share ~l ~ A. C1earfie1d. Utah 84016 . ; , . , . Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~, Q '"l, Tnl" <1 1Q7<; ?11?R "-,, _..;.- "no~ D_ . .. o . - ~ ~<" t':: c '2 ~ e .-... ::s e"- 'Co. 8 < e. s:..8:o .3~~ e ~ 0 ~ E e- re 0: Real Property Personal Property T ranslers Joint1YpOw:ned SUMMARY . ..... . . p.(Sch. "A") PPPPPPp..(Sch. "B") ppppppp .P.pPP.......... ....p..(SCh. "C") . ropertYp(Sl:'I1,'~E") Gross Taxable Esta e ... ~ Z .. t.:i os .. "J ~ - .. .... ,~ < t.:i Q '" (Jl - - < ;Z .. IIC "" 4- 'S llo 0 .. llo "" ] > '" -( '" ;:, < ~ :c t.:i t.:i .. ... 1>4 as ~ Q u ..... c 0 ~ :t .. <- H OJ " C Z ... e 1;; ~ l'l CI/ .. < Z >- ~ "" 4- t.:i g Ci I- ~ 0 . OJ U .J: " C ~ ~ ,...:I - 0 0 -;,; llo '" t.:i w .. '"' os ~ Eo< "" i< " b H 0 C ~ -( ~ "" 0 'S 0 .c. E 'E ..., .. :: E ""." - 8 J 0 :::~ u (1) (As Reported) $ 29,000.00 $27,197.57 $.... ...... .::0::. $ ....1,680,71 $ .p" $..57,878.28 . . (2) (As Determined) $ $ $ $ $ $ . <.. ." RC(38.. ~~ " COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "E" JOINTLY OWNED PROPERTY RESIDENT DECEDENT \ INSTRUCTIONS: This scherlule must disclose all property, real and persoryal, owned by the decedent jointly wi"th another or others, including tntangibles, standing;!n the name of' the decedent and others. List real estate first, as entireties, or Joint tenants, glving'-brief description, as indicated 10lder Schedule rr A", plus the date and place of record of instrument effecting vest! ture, but do not include entireties or out of state real estate value in estate valuation colOmn. Personal property should be listed as in Schedule "B",. ]lIus date of acquisition, and the name, add~ess ann relationship (if any) of' co-owners to the deced.ent. Description of Property, Date of Acquisi tion, Name Address and Relationship of Co-O~ners, and Place of Record o~ Instrument, where Real Estate. cr y ~ >(X :x :XX:XX ~ ;:x "x'\. >00 XX 'X "X "x'\. ~~ 'X ~'X CCNB Checking Account No. .248-608-2 Balance $3,361.42. Joint Owner: Joyce E. Hershock,' Daughter 239 Walton Street Lemoyne, Pa. 17043. 'y ~. ~ ~pr ,,\> "')' . C:J I\) Unit Value percen tage Share "x'\. <<;::x >>~:X :x 1/2 Estate Valuation gg DEPARTllliNT VALUATION CAUTION-Do not Write In This Space. Value of' Value of Entire Decedent's Property Interest 1,680.71,/ Insert this total oVposite "Jointly Owned Property", Schedule "Err in the" As Reported" colunm on the last page of this return. 1,680.71 $1,680.71 --. "'"' RCC.BI (6-73; COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLi;::ASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Jane E. Davidson, Trust Officer CCNB Bank, N.A. 2101 Market Street. Camp Hill. FA 17011 (Executor or Administrator) In Re: Estate 01 Twite E. Emrick Cumberland County - File No. 2l-7B-0068 Dear Ms. Davidson: Yau are hereby notilied that the----"-., ;i'.:l~l Original appraisement in the estate 01 Twite E. Emrick has been Ii led in the ol/ice al the Register 01 Wi lis al Cumberland Cauntyan June 29 ,1978, Soid appraisement rellects the lollawing valuations: Real Estate Personal Property T ran siers Jointly Owned T~tal 29.000.00 27,203.15 None 1,680.71 $57,883.86 As to such tax that is poid within three months Irom dote 01 deoth, a live (5%) percent discount is ollowoble. As to any tax that remains unpoid alter nine (9) months (Iilteen months when death occurred Irom December 22,1965 to June 16, 1971, inclusive; and twelve months when deoth occurred prior to December 22, 1965) /rom date 01 death, interest ot the rate 01 six (6%) percent per annum is charged. Any porty in interest who is oggrieved by this notice may object thereto within sixty doys olter receipt 01 said notice as provided by Section 1001 01 the Inheritonce and Estate Tox Act al 1961, 72 P. S. 2485-1001, P. L. 373. Dote June 29,1978 Signed ~a...- k, ~~ Title Chief Appraiser Note: This is not a bi II. RC C-2 (2-641 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE June 29,1978 COUNTY Cumberland FILE NO. 21-78-0068 Whereas, Twite E. Emrick late of Borough of Lemoyne in the County of Cumberland Commonwealth of Pennsylvania, having died on the 28th day of January 19 78 , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Ira K. Gleim . an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe 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. TOTAL ASSETS Unit Apprallement Valuel Made for Inheritance T.... PUfPOIlll $ 29,000 0 : 27,203 15 i None 1 680 71 $57.883 86 Oucrlptlon of Auot Real Prooertv Personal Property Transfers Joint-Held Prooertv . . . Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 29th day of <:'\. Ju~~ n . 19BL-. cl.--'"" If', ~- A.ppralser (N\lm!x!r and Strfllt) Harrisburg P _ , enna. (Post 0ftI.~) ..; ~\ \ <> ~ ~ - " '" <l - ~ \ ~ -D '" y N ~ t:J:J ~ '" Q r- - \J -D ~ '" '" .e .... 0 N ~ ;: f " ., ~ .... ~ .. .. ':t \ ~ Q .e " l "i .. .. .. ~ z " .., .., x ! .. ~ 'C 0.. .~ ~ " "0 .. --n .... " \ y ~ "- .. .... 1 '" ::- ~ "- .. .... ... ... .. oJ .. e 0 .; \lS "<: "<: "<: I III - <.) " . ...l .... .. '" 1 0.. .... 10 Is1 0 ... ... ., ... S ... i .. ~ "-l y -t " <> \::'- ., % ~ " :J ~ .. ;; .. 1 1" Q :'S .... .C> - .... ; ~ <:l .. ( g - .... "" .. "0 .. .. <l " .. - .... " .. " .'€ .. 'l;. i! ~ ::: .. .. ~ ~ ~ .. <> ~ 0 Q i! .2 ..... "-l ~ ;;; " .. ~ .. -.: "" ., .~ '" .. ~ i" " os ... ~ .. "-l ~ .. .; ~ ~ .. .... "" ~ p ;; .... <:l ou:. - 14 "<: c... m ~