HomeMy WebLinkAbout11-13-78
R"CC-33 (4"'3)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
1':'_
~'l
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 an extension is granted
by the Secretary of Re'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Cumberland
} AFFIDAVIT OF
~
"
IN THE MATTER OF THE ESTATE OF
AARON L. RUNK
(STATE FULL NAME OF DECEDENT)
Late of
County
Stote of
Pennsylvania
Cumberland
},,,
County of
~O("')(J(
Harry M. Kline
of the estate of the above~named decedent being duly sworn, depose S
Executor
and say S
Decedent died Februarv
(MONTH)
Name ond oddress of attorney or }
other authorized representative to whom
all correspondence should be mailed.
7
, 19--2L{testate leaving a lost will, copy of which is hereto attached.}
(Y EAR) :t<Jt6~lttX
(DAY)
Snelbaker, McCaleb & Elicker
44 West Main Street, Mechanicsburg, PA 17055
,
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EX ECUTO R-ADMINISTRA TO R)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or 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 RENTED A S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Dauphin Deposit Bank and Trust Coronan Decedent
3045 Market Street
Camp Hill. PA 17011
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th the exception. of the following, for the reasons hereinafter set forth:
B of this return,
ThaI Scheclule A attached hereto and made part hereof sets forth fully aud 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 Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates Of notes and other evidence of indebtedness of the United States to the de~
cedeht; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair,market value be
less than 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'"
death and other investment securities owned by the decedent at the time of death, with the.market vahv
of at such time.
In the case of securities of close or family corpcrations, 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 is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting f'orth the character of the business, its location, 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 f'orth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transf'ers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony
of the deed, trust agreement or other instrument creating the trust. Ther!'! is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrrunent of another,
with a copy of 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 of all minors, annuitants and beneficiaries for life under rlecedent's Will. It also
contains a statement showing which of the beneficiaries named in the decerlent'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~hedule 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 of'
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-ownerS to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of' this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of 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 if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ....
.....z~ . .. day of;P~~1/.'.
~ --f,7
4<U,,;f..L........./~~~..
r ,.
.19..]~..
...........~~~,.................,...._.....".._...
Ci,"iii,
rJ"
f PUBLIC.
.. +'J.1Q.Q.r.r.~..Q.._.lJ.d.Q,gg...RQ.ad................
(Street NlLmbef')
. .M.~g.~.'~I1,()1.~L.?l.\.1.?Q??...
(City en- Town and State)
r,,:::CI ,',.iC~ ;~;!:G ~:'DRo;r;ii
CU;;,uUi.LA;'H) COUiHY
~~y r,"',~'.~l'>-ii"':l EXf'If::l'S FEB. 27. 1982
NOTE: Before signing affidavit 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.
. .
. .
RC C-34 (4-73)
COMMONWE'IL TH OF PENNSYLVANIA
DEPlI.RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRAi'lSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in cammon with another or ather, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviarship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If 0 farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Inferest on mortgages, etc., are
to be Usted on Schedule ifF" and must not be deducted from this schedule.
l~ALL that certain piece or parcel of land
situated in Hampden Township, Cumberland
County, Pennsylvania, having erected thereon
a dwelling house known and numbered as 4300
Carlisle Pike, more particularly described
in Cumberland County Deed Book nRn, Volume
19, Page 154. Value based on appraisal
(COpy attached). .'
2. ALL that certain piece or parcel of land
situated in Hampden Township, Cumberland
County, Pennsylvania, improved with a
restaurant building, being Lots Nos. 8 and 9
of Block nAn, on that certain plan of lots
known as Hampden Gardens, which plan is
recorded in Cumberland County Plan Book No.
4, Page 32. Subject to a lease between
Aaron L. Runk (decedent herein) as landlord
and Portsbeef Corporation as tenant, dated
December 31, 1969. Value based on appraisal
(copy attached)
(1)
(2)
(3\
DEPARTMENT
VA LUA TlDN
CAUTIDN
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR DF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
$63,500.00
~~oo.~o
79,500.00 "'~9 :560,00
J
Insert this total opposite "real prope,ry", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$143,000.00
1~~.MD.OO
Rec -3.5
COMMONWEALTH 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 of his death. Property owned by the decedent jointly with another or others
must be li&ted under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tent&-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or ~iduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
o shares, common, Duquesne Light Company 8.312
100 shares, 4% preferred, Duquesne Light Co. 23./~
o shares, common, American Can Company 6.50
Dividend on Item 3 payable on 2/25/78 to
holders of record on 1/20/78
100 shares, common, Public Service Electric
nd Gas Company 22.687
500 shares, $1.40 dividend preference common
stock, Public Service Electric and Gas Co. 5.875
100 shares, 4.08% Cumulative preferred stock,
~~blic Service Electric and Gas Company 6.25
00 shares, 4.30% cumulative preferred stock,
ublic Service Electric and Gas Company 1.25
100 shares, common, The Columbia Gas System,
Inc. 8.125
Dividend on Item 8 payable on 2/15/78 to
holders of record on 1/27/78 . _ I'
9. 00 shares, common, Potomac Electric Power Co. 5.312
10. 00 shares, common, North American Rockwell
Corporation 29.687
11. 00 shares, common, Pennsylvania Power & Light
Company 23.062
12. 30 shares, $8.70 series, preference stock,
Pennsylvania Power & Light Company 7.75
13. 00 shares, 41;;% preferred stock, Pennsylvania i) /.'J 'J
~ower & Light Company 1.25
14. 0 shares, $8.40 series, preference stock,
Pennsylvania Power & Light Company 4.50
15. 100 shares, 4.40% preferred stock, pennsylvani { -',
Power & Light Company _51.00
16. 00 shares, common, La Barge, Inc. .1875
17. 00 shares, common, Sealectro Corporation .75
18. 200 shares, Class A cumulative convertible
preferred, the Susquehanna Corporation 2.75
19. 0 shares, common, Permo Gas & Oil Limited
20. erm C~~cate Savings Account No. 002-20-
10199, State Capital Savings, balance on
date of death
Accrued interest
21. Single Payment Savings Certificate No. W8068"
Class VI, State Capital Savings, balance on
date of death
Accrued interest
22.vSingle Payment Savings Certificate No. W7675:
Class VI, State Capital Savings, balance on
date of death
Accr~d interest
23. Savings Certificate No. 57265,>1\ccount No.
4-06-057265, Harris Savings Association,
balance on date of death
Accrued interest
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
CONTINUED ON PAGE 2 OF SCHEDULE "B"
ESTIllATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
a, vl.;}. SO
J "\~5. DO
\'''';1,5.00
I
$ 3,662.50
2,375 .Ob:-
1,825.00
31. 25
5\.~~
-i1~V'i.15
i,'-\"?o1.50
y,l, ~tS. 00
6,1~5. 00
~1"601o.~5
.5'i1.50
Q)IJ.1.S0
.;,l,<jl. ~.15
.;) 3/)f.,.~S
,
I ~\ ,01. SD
10, \15".66
w,) l:l.S", 00
~,115 .00
1)0'\3.1S
31S". 00
~,550. 00
/).00
2,268.75
7,937.50/'
4,625.00
5,125.00 .
~,~. ..,.
?,812.50
58.50 ~.
9,187.50
:? '1(.-"', (.'
2,968.75,.
2,306.25
12,707.50V
S) J!,',_.
5,125.00
4,725.00.'
-) -'
,2,100.00'
1,093.751
375.001
2,550.00 ,.
NO VALUE
0..
10,000.00 ;..-'
65.21
10, coo. 00
IDS.d.l
20,000.00/
130.41
~OIClOO,6l\
\~.4-1
10,000.00
65.21
'/),OOO.Ot!
1oS. ;2.1
30,000.00 '
201. 06 ,
3<l DDO.OO
,
.lOI.Db
~5~, '7 (,~. 3~
Rec -~5
'*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
PAGE 2
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Savings Certificate No. 6691916; Cumberland
Valley Savings and Loan Association
Accrued interest
Prestige Privilege Account No. 214-36139-5,1..--
First Federal Savings and Loan Association,
balance on date of death
Accrued interest
26. Savings Certificate, Account No. 217-722425;
First Federal Savings and Loan Association,
balance on date of death
, Accrued interest
27. ~ Savings Certificate, Account No. 217-016687,~
First Federal Savings and Loan Association,
Ib}lance on date of death
~ Accrued interest
28. · Savings Certificate, Account No. 217-205870(.'
First Federal Savings and Loan Association,
balance on date of death
Checking Account
Deposit Bank and
date of death
30. Net proceeds from public sale of household
i-contents
31. ~ Ford Thunderbird Coupe, 1972 model, sale price
32. Medicare benefits
33. Blue Shield 65 special benefits
34. Pennsylvania Personal Income Tax Refund
35. Note for $1,000.00; unpaid balance $1,000.00
given 11/16/77 by Charlotte R. Showers to
Aaron L. Runk, decedent herein; payable
11/16/78 without interest
Item
No.
24.
25.
29.
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 "Eft. Intangible personal property, titled 1n the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust acconnts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and 1n bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in 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.
ITEM
List and describe fully
UNIT ESTI lIATEIl DEPARTIlENT VALUATION
VALUE MARKE:r VALUE (Do not write in
this space)
30,000.00. . 3c ClC>O.oo
203.68 , 10l.~. f..i
678.97 ' ID 1'&'.~'
19.55, \<;,.SS
10,000.00 : \ t) 000. Oc>
,
48.19 'i-i.l<:t
15,000.00 1~,l)OO. 06
101. 84 . 101. gat
Accrued interest
No. 73-127779, Dauphin
Trust Company, balance on
20,000.00 .-
135.78,-
.;).0 1I011. 00
,
\ 3S. 1"
17,950.97/ /
6,884.95 ~/
4,200.00,,-
55.oov"'"
8 .00 y
45.00y-
\"") ~~O."l'
I
~ 'l~*. ,\S"
'h~OO.OO
:55.00
~.OO
~,1lO
/'
1,000.00,
I, COO, DO
Insert this total opposite ftpersonal Property", Schedule "B" in
the ftAs Reportedft column on the last page of this return.
x X --- --.,'
'( 253,653.57 )
RCC- ,S'
COMMO\WEALTlI IW I',:XN~YLPNT ,\
Tl{A\~F:"'i\ !XIWI\ !Te,,\n: TAX
SC~IE])ULE "ell
Tl{\\;C:l:EltS
~
~""~
\;:.&::;;,'1
/j, '-'91h. ,t\
I"~,.,,,~
""~.,,.;;.Ji4.
HESIDE\;T Df'Tl<:nF\T
(1) Did decedent, wi thin two years of' of>ath, make <iI1Y tra.nsf'er of' /iny material part of' hi." estate, without
receiving a valuahle ar.d adequate consirlpraLinTl thprefor? (Answer yes or no)_~
(2) Old .ecedenl, wi thin two years of de.th, trRnsfer properLY from himself to him.elf and another or
(ithers (including; It spouse) in joint ownership? (i\.nswer yes or no) ---.liQ..__
(~l) If' the answer to (1) or (2) above is in Ole at'fj rmattve staLe:
(a) Age of' decedent at time of' transfer
(b) State 01 decedent's heal th at time of' making the transf'er. (Note 1).
(c)" Cause of' decedent's def-tth. (1\ote 1).
(4) Did decedent, in his liietime, m/-lke any transfer of prop~rty without receiving a valuable or adequate
consideration therefor which was 1.,0 take ef'fect in possession or enjoyment at or arter his dpath?
(Answer yes or no) No
(a) Was there any possibility that the property transferred might return to transf'erer or his
estate or be subjf'ct to his power of disposition? (Answer yes or no)
(0) What was the transf'eree's age at time of decedent's death?
(.5) Did decellent in his lifetime make any transf'er without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his lif'c or any period which does
not in filet end before his death:
(a) The possession or er~joyment of' or the right to income f'rom the property transferred?
(Answer yes or no) No
(h) The rIght to designate the persons who shall possess cr enjoy the property transf'erred or
income therefrom? (Answer yes or no) No
((j) If' the answer to (5) (b) above is 1n the afTirmative, state whether the right was reserved. in decedent
alone I)r others
(7) Did decedent in his lifetime mak~ a transfer, the consideration f'or which was transferee's promise to
pay income to or for the benef'i t of' care of' trarcsf'eror? (Answer yes or no) No
(8) Did rtecerlent, at any time, trnnsf'er property, the henef'icial enjoyment of which was subject to change,
because of It reserved power to alter, amend, or revoke, or which coold revert to decedent under terms
of transf'er or by operation of' law? (Answer yes or no) No
(9) If the answer to (8) above i3 in the affirmative, WIlS the power to alter, amend, or revoke the inter-
e.'>t of the benef'iciary reserverl in the rlecerlent alone or the decedent and others?
(Answer yes or no)
r\OTE1: The answers to these questions should be Sl111Porten by af'f'itJavit by the attewUng ph;ysician as
well as a copy of' the death certtficate.
r\O'fE 2: If' answer to any of the above qu('stions is yes, set forth below a. description of' the property
transrerred, it's f'air market value at date of death, dates of transfers awl to I"hom transferred, with
relationship of' transferees to decedent, if' any. Submit cor~r of an;y trust r1eed or instrument, tf trans-
f'ers are claimerl to be non-taxable, also submit detailerl statement of facts on which said claim is based.
NOTE 3: List aPlllicable property below in manner in which provid*'!d in Scheilu1es A, B, or E.
ITEM
DESCRIPTION
IL\IUillT V AWE
(Es tima ted)
D1~PT. VALUATlON
(Dept. Only)
NONE
N <f'/\..l...
1 nsert th is tntal oppos i te "Transf'ers", Schedule "e" in the
"As Reported" col'JnD1 on the last page of' this return.
Nc.l'N-
1'lCC-37 (i2-63)
COMMONWEAl.TH OF PENNSYYl.ANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
'*
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested. contingent or other are involved, set STATE YES IN ESTATE
wise in estate) forth this fact.) OR NO BIRTH
Paul Gilroy Friend 4% of residuary estate
207 Center Street per Item Third A of
Greensburg, PA 15601 bd-LU Wl-L-L
Shirley Lindlev Sister-in-law 5% of re"i""~~"
1619 North 47th Drive per Item Third B of
Phoenix, Arizona 85035 said Will
paul Springer Nephew 11% of residuaru ",,-bt-
R. D. 2, Box 221 per Item Third C of
Benton PA 17814 sai" "'i"
Cecelia Sorin~er Zimmerman Niece 6'-" 01' ..--..
1304 Kelton Road neT' Tt-"m 'l'h' _rl n nT
Camp Hill, PA 17 011 said Will
Doris Ireland Friend 3'L n-F ~n'" "'>0_'
P. o. Box 404 ner Item Third E of
Mechanicsburg, PA 17055 said Will
William R. Hollinger Friend 2'L of T'''''irlllRry estaTP
Soangler Aoartments n"~ Tt-nm '1'h'~" " n-F
South Filbert Street said Will
Mechanicsburg, PA 17055
Richard E. Funk Friend 3% of residuarv estate
130 North Sporting Hill Road per Item Third G of
Mechanicsburg, PA 17055 said Will
Patricia Ireland (Westwood) Sister-in-law 3% of residuary estate
2176 East Apollo Iper Item Third H of
Tempe, Arizona 85283 said Will
continued on rage 2
e
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
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SUMMARY
(Sch. "A")
(Sch. "B")
....(SCh. "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
$
$
$
$
$..
$..
(2)
(As Ddermined)
$
$
$
$
$
$
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RCC-37 '0.2-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
PAGE 2
\
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BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or 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 BI RTH
William Ireland Brother-in-la 3% of residuary estate
302 Main Street per Item Third I of
Clavsville, PA 15323 said Will
Harold Lee Ireland Nephew 7% of residuary estate
Leiby's Park Way Lot 226 per Item Third J of
R. D. 10, Carlisle, PA 17013 said Will
Frederick J. Bitner Friend 3% of residuary estate
141 St. John's Drive loer Item Third K of
camp Hill, PA 17011 said Will
Harrv M. Kline Friend 12% of residuary estate
1510 Orr's Bridge Road per Item Third L of
Mounted Route said Will
Enola, PA 17025
Jerry Jackson Friend 30% of residuary estate
203 Market Street per Item Third M of
New Cumberland, PA 17070 said Will
Mervin Ireland Brother-in la" 3% of residuaru estate
R. D. 7 per Item Third N of
Washin"ton PA 15301 said Will
Charlotte R. Showers Niece 5% of residuary estate
R. D. 10, Box 119 per Item Third 0 of
Carlisle PA 17013 said Will
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
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SUMMARY
(Sch. "K)
(Sch. "B")
.....(SCh. "e")
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
$
$..
$
$
$..
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(As Determioed)
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$
$
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$
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RCC-38. .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real ann personal, owned by the decedent jointly
with ,-mother or others, including intangibles, standing in the name of' the decedent and otllers. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated lmaer Schedule
"A", plus the date and place of record of instrlUnent effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisi tion, and the name, address and relationship (if' any) of co-owners to
the decedent.
Description of Property, Date of' Acquisition, Name
Address mId Relationship of Co-Owners, and Place
of Record of' Instrument, where Real Estate.
x:
>::
s>:: s>::0J<
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'Y'/ y
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NONE
unit
Value
percentage
Share
'^
:>0
x:x :xx
><Xi'
IX:><
fO
%X
::x
Estate
Val ua t ion
~~
Insert this total opposite ",Jointly Owned Property", Schedule "En
in the" As Reported" column on the last page of' this return.
%
x:x
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
Property Interest
\\\~
I\J~
REv-5ta (a-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPL Y PLEASE
REFER TO
-.
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Harry M. Kline
1510 Orr's Bridge Road
Rnn1 ~,"PA 17n?"
(Executor or Administrator)
In Re: Estate of
A~"'nn T 'Rnn'k
Cumberland
County - Fi Ie No.
21-78-00n
Dear
You are hereby notified that the Original
appraisement in the estate of Aaron L. Runk
has been filed in the office of the Register of Wills of Cumberland
County on 5th day of Feb~ 19-Z2-, Said appraisement reflects the fallowing
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
143.000.00
253.762.32
None
None
$396,762.32
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date 5 Februarv 1979 Signed L ~ F~ ~
Title Anm;n;c~..~,..~r;'1.TA_ Of'f'jceJ::'
/
Note: This is not a bill.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREI"U OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
5 1;'Q"rH~rr IP 7P
Cwnber1and
21-78-0072
COUNTY
FilE NO_
Whereas, A:lrnn 'K Rllnk late of H:ltllpnpn 'T'nT&TnQhip
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 7t-h day of li'Qh"'11~"'r 19 ....za. I seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fulginiti ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral
rate on any such future interest.
DESCRIPTION OF ASSET UNIT AppraIsement
VALUES Made for Inheritance
Tax pu r poses
R,,~l I'.Q"a'"" $
143 000 00
253,762 32
Transfers None
Tn<n"'" ,,-
Tn"o' I S,q,;. 7';? ,?
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 'ith day of F"t,,~;:) \-- ~ ~ 19 Z9.-.
V Appraiser
(Number and Street)
H;::!T'riQhnT'i
(Post Office)
. Penna.
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