HomeMy WebLinkAbout05-04-78
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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. RCc-33 14-73\
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RESIDENT DECEDENT
COUNTY OF
CUMB~~Hr
"11"
IMPORTANT: .-Thi-;~~turn 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 Re1J:enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
EDNA W. NEWCOMER
} AFFIDAVIT OF
EXECUTOR 0 rs
JOOMIN~
IN THE MATTER OF THE ESTATE OF
(",T.!\TE FULL NAME OF OECEDENTi
Late of
___~umb~rlAtld
_Pen~l vani a
County
County of
} ..,
State of
. (;llmb_erla.n~
___Nan0'-A. Newcomer and G. Robert Newcomer
~IXXtX<K)(1XX of the estate of the above-named decedent being duly sworn, depose
Executor 5
and soy
Februa ry
(MONTH)
Nome and addrf'S:' cf Gttor'1ey or }
other authorized reP'~~entotive to ""hom
011 corresponrlence ~hoJ!".~~:
(DAY)
, 19~{testate leaving a last will, copy of which is hereto attached.}
(YEAR) i~X
Oel'(':uent dil'd
8,
Jon F. LaFa ver
317 Third St., New Cumberland, Pa. 17070
That as SUdL~executors deponent is familiar with the affairs of said estate and the property constituting
I t~XF;=UTOR~ADMINISTRATOR)
the assets thereot all(: their fair market value.
That at tht.:: time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agl:tn Ol' deputy' or another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception or the follOWing: -~
NAME t,~JD ^D
IN WHi CH OF
-----~._,--
_...._.._..~-
URE::.SS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSI T BOX RENTED RELATIONSHIP OFJOINT
CE':LJENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
--
----
That the contents or said safe deposit box or boxes are itemized under Schedules
with the exception of the ["ollowing, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
1ll 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 mortgage~, 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 or decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
where sever s I tua ted o\vned by the decedent at the time of death; all moneys left by the decedent a t the time of
death. whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
hanks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving ,dso 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, treasur:y certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or polilical subdivision thereof, or of any foreign country. which are owned at the time of death;
<i:: "'-U"Il,5 dpp'''L'. jl:'ydIY, ~il\il:rware, pidures, books, works of art, household furniture, horses, carriages,
aUlomnbiles, 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 lhe reasons for such depreciation as to each item; all moneys
payable to the estate rrom life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of \\hich ,v,~,. ~)(lyable upon the death of the decedent; all and the corporate stocks and dividends
due Ihercoll and unpaid a~ of n.~: date (If death, bonds and accrued interest thereon to the date of decedent's
death and other Invl'simcnl ',;C1'- :l:\~S owned by the decedent at the time of death, with the market value there-
of at such llml'.
In the case of' securities of' close or f'amlly corporations, the values reported. are as f'ar as
possible substantiated by f'inancial 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 'business.
A cop;y 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 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 forth 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 transfers 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. Therl'! is also set forth in said
schedule a list of all property, real and personal, with its value, which pa8ses 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 instrmnent of another,
with a copy of the instrmnent 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 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 Schedule 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 nnpairl 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 pledgect 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", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to befo me thiS;<~'-~" 9[; c7J2<?tJ~?"'?N"~
m_~fllUJ ;~_7B ;;C-J';~~,=A~;~;!~:;;:_;;;;
:WT',r,': P'" IG,~ (Street Number)
It, Con;":,,'ur, """ ?'I Jm NewC.I,ImRerli;l..!1o.,Pa""New,C.\!!]IRerli;lJUl..'mPa.
I;,'''i lc:.ocr' ."j Co. (City or Town and State)
NOTE: Bef'ore 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 or close or family corporations or an interest in any co-partnership or business, that the
data and statements requirerl 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 l4~7 3)
'COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvonia, with statement of mortgage encumbrances upon each parcel ot deoth of dece-
dent. Property held by the decedent as tenont .in common with another or other, should be identified
as to quantum of in,lerest and the estimoted value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together wi th
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If Q farm state number of a~
cres: also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessment., accrued Inter..t on mortgages, etc., are
to be lI.ted on Schedule "F" and mu.t not he deducted from this schedule.
(1)
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In thl. space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ES TlMA TE D
MARKET VALUE
1.
Real estate situate at 337 Sixteenth Street,
New Cumberland, Cumberland County, Pennsylvania
See attached appraisal
65,000.00 VL-~,~- t.:cX) N)
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Insert this total apposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost poge of this return.
65 000 00 Z'(j",?, 5{JCJ {)()
, .
TEL.EPHONE 737.0415
~~'"
McG~W\ .
APPRAISALS . PROPERTY CONSULTANTS
P. O. Box 7, LEMOYNE. PENNA. 17043
3RD AND MARKET STREET. L.EMOYNE. PENNA.
February 16, 1978
Mr. Jon LaFaver
Attorney at Law
317 Third Street
New Cumberland, Penna. 17070
,
Re: Edna W. Newcomer Estate
337 16th Street
New Cumberland, Penna.
Dear Mr. LaFaver:
In compliance with your request we have made a series of
studies of the above property to estimate its Market Value.
The Newcomer rroperty is located in the Borough of New Cumb-
erland between Bridge and Anna Streets. Situated on the north side
of 16th Street, the interior, rectangularly shaped parcel measures
150 feet frontage by 196 feet in depth. Topography is relatively
level to grade; landscaping exhibits an abundance of mature shrubs.
Sidewalks and curbing are installed along 16th Street; rear
access is via a 20 foot wide unnamed alley.
Zoning of the site is R-l permitting residential useage.
Highest and best use is deemed its present use.
Improvements consist of a 2~ story brick residence with
asphalt shingle roof, aluminum storm and screen units, and galvan-
ized doWnspouts and gutters. In addition, there is an attached
I-car garage and a detached 2-car brick garage.
Main level features foyer; living room with fireplace; for-
mal dining room; 2-piece powder room; semi-modern kitchen; and sew-
ing room.
Upper level contains three bedrooms (with master bedroom
lacking a closet), full main bath and 3/4 master bath.
AMERICAN INSTITUTE OF REAL. ESTATE APPRAISERS
SOCIETY OF REAL. ESTATE APPRAISERS
mEmBER
NATIONAL. ASSOCIATION OF REAL. ESTATE BOARDS
AMERICAN RIGHT OF WAY ASSOCIATION
_i
!
TEL.EPHONE 737-0415
~~'~
McGRAW\
APPRAISALS - PROPERTY CONSULTANTS
P. O. Box 7, LEMOYNE. PENNA. 17043
3RD AND MARKET STREET. LEMOYNE, PENNA.
Atty. Jon LaFaver
Re: Newcomer Est.
337 16th St.
New Cumberland, Pa.
2/16/78
-2-
Attic access is via a full stairway and exhibits a fourth
bedroom and unfinished storage area.
Basement is full with concrete block (parged) walls and con-
crete floor which provides storage, utility and laundry area. A
2-piece powder room is accessible. Heat is provided by a gas fired
warm air unit. Hot water is supplied by a gas fired hot water heater.
An outside exit is available. Dampness was noted in the basement
with the occupant stating that some water seepage occurs.
Finish includes plaster walls and hardwood,
and linoleum floor surfacing. General condition is
decoration, repairs and some modernization needed.
condition should also be corrected.
pine, asphalt tile
average with re-
Basement water
The Market Approach was
mate for the subject property.
fo llowing :
utilized in arr~v~ng at a value esti-
Among the sales reviewed were the
1. 2926 Lincoln Street, Camp Hill sold in August of
1977 for $56,000. This is a considerably smaller
2-story on an inferior site.
2. 517 Haldeman Avenue, New Cumberland sold in Septem-
ber of 1977 for $62,000. This is in superior con-
dition to the subject and contains 11 rooms (4 bed-
rooms, 2% baths). The subject site and garage fa-
cilities are far superior.
3. 300 North 24th Street, Camp Hill sold in September
of 1977 for $65,000. This is an older 2-story
dwelling with 9 rooms (4 bedrooms, 2~ baths). It
is inferior as to size and site; superior as to
condition.
AMERICAN INSTITUTE OF REAL. ESTATE APPRAISERS
SOCIETY OF REAL. ESTATE APPRAISERS
mEmBER
NATIONAL. ASSOCIATION OF REAL. ESTATE BOARDS
AMERICAN RIGHT OF WAY ASSOCIATION
-I
i
TEI-EPHONE 737.0415
~~'"
McGCiAW\ .
APPRAISALS - PROPERTY CONSULTANTS
P. O. Box 7. LEMOYNE. PENNA. 17043
3RO ANO MARKET STREET. LEMOYNE. PENNA.
Atty. Jon LaFaver
Re: Newcomer Est.
337 16th St.
New Cumberland, Pa.
2/16/78
-3-
Based on the foregoing and other sales studied, with adjust-
ments for time, location, physical and other differences, the value
indicated as of February 8, 1978 is in the range of
Sixty-Five Thousand Dollars - - - - - -
- ($65,000.)
L 7 '!
deJ-/i-r ( CitL{i.4J.,V
Georg C. Clauser
Staff Appraiser
1y submitted,
()};f (/;t-/
CGtfL, MAI-SREA
GCC/ j f
.
AMERICAN INSTITUTE OF REAL ESTATE APPRAISERS
SOCIETY OF REAL ESTATE APPRAISERS
mEmBER
NATIONAl- ASSOCIATION OF REAL ESTATE BOARDS
AMERICAN RIGHT OF WAY ASSOCIATION
-I
JOSEPH McGRAW
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.....
Estate
of
EDNA W. NEWCOMER
337 16th Street
New Cumberland, Penna.
.
. Appraisals. Property Consultants .
THIRD and MARKET STREETS, LEMOYNE, PA.
--(
'JOSEPH McGRAW
Appraisals
Property Consultants
MEMBER
AMERICAN INSTITUT~ OF "lEAL 1E5TATIE ........."..11:111.
$OC'E:TY 01'" "lEAL 1:5T...TI: .'"P.....,.I:...
LOCAL. STATIE . NATIONAL .....OCI...TIONS 01" IIl11AL IESTATII .0.....0.
AMIE'UCAN NIGHT 01'" WAY .....OCI...TION
.
P. O. BOX 7
LEMOYNE, PA. 3rd and Market St. 17043
IHerri.burg. Penn..)
TELEPHONE (717) 737-0416
EDUCATION:
1. University of Scranton lB.S. in Economics)
2. American Inst. of Real Estate. Course _1. University of Penna.
3. American Inst. of Real Estate. Course .2. Mass. Institute of Technology
4. American Inst. of Real Estate. Course .4, Yale University
5. American I nst. of Real Estate. Course .6. University of Connecticut
6. American Inst. of Real Estate. Coune .1, Chicago, III.
PROFESSIONAL DEGREES:
1. M.A.!. (Member, American Institute of Real Estate Appraisers)
2. S.R.E.A. (Senior Real Estate Analyst, SocietY of Real Estate Appraisers)
3, S.R.lW.A. (Senior Member. American Right of Way Associationl
GENERAL EXPERIENCE:
In appraisal profession since 1946 covering all areas in Penna. and sections of Maryland. New York and West Virginia.
Instructor. AIREA Courses 1A and 18. Univ. of S, Calif. Teaching Center; Chicago and other schoof.
Penn State University Exten.ion
CLIENTS
Federal Agencies:
Army Corps of Engineers
2. Dept. of the Interior
Federal Agencies:
1 Army Corps of Engineers
2 Dept. of the Interior
3. Dept. of Justice
4 Housing Urban Development
5. General Service Administration
6 US Railway Ass'n.
Local Agencies:
School Districts of Area
2. Redevelopment Authorities of
Harrisburg
Lebanon
Lancaster
State Agencies:
1. Commonwealth of Penna,
York
Dauphin County
Wilkes-Berre
Stete Agencies:
1, Commonwealth of Penna
a. Dept. of Transportation
b. Dept. of Property & Supplies
c. General State Authority
d, Dept. of Environmental Resources
2. Penna Housing Agency
Other Clients:
1. Local Banking and Lending Inst.
2.I.B.M.
3. Major Oil Companies
4, Bell Telephone
5. P.P.G.
6. General Electric - Western Electric
7. Major Ufe Ins. Coso
a, Public Utility Companies
9. Members - Penna, Bar Ass'n,
10. Columbia Broadcasting System
11, Tressler. Lutheran Services
12. Hereo (Hershey Estates)
COURTS OF TESTIMONY:
1 Federal Court - Middle and Eastern Districts
2 Common Pleas Courts - Adams, Columbia, Cumberland, Dauphin, Franklin,
Lancaster, lebanon, Mifflin, Montour, Northumberland
and York Counties
-:
,,1'<1\
1
CUMBERLAND COUNTY
NATIONAL BANK AND TRUST COMPANY
Referen:;cs to CL;i:~~:lb:~cl County Nation11 Sank
and Trust CO;;ie,.nj in tilis docum"nt should be
deemed to be refer:nc~s to CCNB Bank, N. A.,
the new name of the Bank.
March 13, 197 8
8RIOGE NEAR FOURTH
NEW CUMBERLANO.PENNSYLV...NI....
Jon F. LaFaver
317 Third Street
New Cumberland, PA 17070
RE: Estate of Edna W. Newcomer
Dear Mr. LaFaver:
In response to your letter of March 6, 1978, regarding the accounts
of the above noted decedent, we submit the following information as of
date of death, February 8, 1978.
Account and Number . Balance fi._c_c_rued Int.
Checking Account #651-856-7 V'" $747.44 v - .
Savings Account #001-012569-~~$966.73 ~$4.56 ~
Cert. of Deposit #59-113792 $l,OOO.00V$174.57 V
" "#59-113793 $1,000.00/$174.57./
" "#59-113794 $1,000.00/$174.57.
" "#59-113795 $l,OOO.00v$174.57
" "#59-113796 $1,000.00/$174.57/
Date Opened
February 8, 1963
February 27, 1964
December 29, 1975
" " II
"
"
"
"
"
"
"
"
"
The savings account and the Certificates of Deposit are in the name
of Edna W. Newcomer only. On January 21, 1964, the names of G. Robert
Newcomer and Nancy A. Newcomer were added to the checking account along
with Edna W. Newcomer.
sflvery .trulr yours,
~[~<-.. . '-
. C. W' z man
Vice Pre . ent - Operations
Jas
-.
RCC~36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE. "c"
TR.\'\SFET1S
~
~'\
RESIDENT DECEDENT
(1) Did decedent, within two years of'death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no)
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or 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 I s heal th at time of making the transfer. (Note 1).
(c) Cause of' decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration thereror which was to take errect in possession or enjoyment at or arter his death?
(Answer yes or no)__
(a) Was there any possibility that the property transrerred might return to transrerer or his
estate or be subject to his power or disposition? (Answer yes or no)
(b) What was the transreree's age at time or decedent's death?
(5) Did decedent in his liretime make any transrer without receiving a valuable and adequate consideration
thereror under which transreror expressly or impliedly reserves ror his lire or any period which does
not 1n ract end berore his death:
(a) The possession or enjoyment or or the right to income rrom the property transrerred?
(Answer yes or no)
(b) The right to designate the persons who shall possess or enjoy the property transrerred or
income thererrom? (Answer yes or no)
(6) Ir the answer to (5) (b) above is in the affirmative, state whether the right was reserved 1n decedent
alone or others
(7) Did decedent 1n his lit'etime make a transf'er, the consideration for which was transreree's promise to
pay income to or for the benei'lt of care of transferor? (Answer yes or no)
(8) Did decedent, at a.ny time, transf'er property, the benericial enjoyment of which was subject to change,
because of a reservc(l power to alter, amend, or revoke, or which could revert to decedent under terms
of transrer or by operation of' law? (Answer yes or no)
(9) If the answer to (8) above is in the aff'irmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by aff'idavit 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 f'orth below a description of the property
transferred, it's fair market value at date of' death, dates of transfers and to whom transrerred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, ir trans-
rers 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
UESCRIPT ION
MARKET VALUE
(Ea t1ma ted)
DEPT. VALUATION
(Dept. Only)
NONE
00.00
\Jifv'cQ...
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the la.st P:ll4e or this return.
00.00
N if\i\..(:
. RCC-,31 (12-63)
COMMONWEAl.TH OF I'ENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECJ<:DENT
SCHEDULE "Dn
BENEFICIAHIES
BENEFICIARIES AND ADDRESSES
\.,state full names and addresses of all who
have an interest, vested, cant ingent or other-
wise, in estate)
RELATIONSIlIP
(If step-children or
illegitimate children
are involved, set I
forth this fact.)
SURVIVED I
DECEDENT
STATE YES
OR NO
])!~TE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
G. Robert Newcomer
santview Road
New Cumberland Pa. 17070
Helen L. Garman
1110 Sioux Drive
3 333.33
1/4 of Residue
son
yes
adult
Fla.
dau hter
$3,333.33
1/4 of Residue
adult
New Cumberland. Pa.
St Pa ul 's lutheran Church
daughter
yes
adul t
$3,333.33, 50 shs.
Fund
property
New Cumberland. Pa. , I i $500.00
--+-..---.-. I ..--------.----
~-, , I adult
4n? Pl Ji"w nV' I
"- -~-- ~ I ~- ---.---...
N"w r I~nri P~ oranddauohter-l yes i adul t r 50 shs. We 11 i ng~orl Fund
Denise Grover I !
,
4n2 P1easantview Road "-------- --
r
New Cumberland. Pa. granddaughter yes adul t : 50 shs. Wellington Fund
-------
- Li"bert I
I
! ..------
1161 Cambridoe Road ,
Warminster Pa. CJrandson yes adul t r 50 shs. Wellington Fund
_.----
c"oo~ 1<.
11 fi1 Cambri doe I __.'______m..'"..._
Road
Warminster. Pa. granddaughter yes adul t I 50 shs. Well i ngton Fund
r;~V'm~n ---------
,
~--
111n ~inllx ndv"
adult n_._.
u, R"~ch Fla. oranddauohter yes 50 shs. Wellington Fund
.---
V~<<+on C'~m'n ,
1110 Sioux Dr;II" ,
Indian Harbour Beach, Fla. granddaughter yes adult 50 shs. Well ington Fund
Ka rren Garman
1110 Sioux Drive
Tnrii~n Harbour Beach Fl a. aranddauahter yes adul t 50 shs. Well ington Fund
Deponent further says that all the above-named beneficiaries are living; at this time except bpI ow'
.
-
NAME DATE OF DEATH RESIDENCE
.-
-
- , -.------
----
~ SUMMARY (1 ) (2)
,.., (As Reported) (As Determined)
.3t/l-
~<'*t: Real Property (Sch. "A") $. 65,000.00 $
ii: J:
-c ~ S Personal Property ..... ......(Sch. "B") $ J3,190.34 $
..... Q) ~
5-'0
'C '" u Transfers .......(SCh. "e") $ ,.
-; g, .
~ u 'C Joint1y:-he1d 249.14
o " $ $
~~~
~ ~ ~
u ~ 0 $..
~Eg. $
e':! ,,; Gross Taxable Estate $ . ..78,439,48 $
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Donna Garman
1110 Sioux Drive
Indian Harbour Beach, Fla. granddaughter yes adult 50 shs. Wellington Fund
Darlene Garman
1110 Sioux Drive
Indian Harbour Beach, Fla. granddaughter yes adul t 50 shs. Wellington Fund
Lutheran Church Women's
Organization at St. Paul's
Lutheran Church
New Cumberland, Pa. National Central Bank
Stock
Wahneta Newcomer
402 Pleasantview Road daughter-in-
New Cumberland law yes adult fur stole
Esther B. Liebert
1161 Cambridge Road
Warminster, Pa. daughter yes adul t 1/4 of Residue
RCS;-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scheclule must disclose all property, real ann personal, ownen by the necerlent jointly
with another ur others, including intangibles, standing in the name of' the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief rtescription, as indicateri lmrler Schedule
"A", plus the date lind place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property shouln be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of' co-owners to
the decedent.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of' Hccord of' Instrument, where Real Estate.
)"7: ;;y;::xx:xx ~ ~ ~X> ~ v<. exYx
,>OC "X >06 >0<: :x> :xx :x> ~ "X :xx :x
~:&t :X$: ~ "/'/ :x> X ?V N<.>> 0~ :xx :x :x:x :x> 66 :x
Unit
Value
percentage
Share
Estate
Valuation
DEl' ARTMENT
CAUTION-Do
In This
VALUATION
not Write
Space.
Value of'
Deceden tis
Interest
XxX
y:, y:,
Value of'
Entire
Property
1.
Checking Account No. 651 856 7 ~ CCNB
Bank, N. A. in the joint names of
Edna W. Newcomer, G. Robert Newcomer and
Nancy A. Newcomer (open~ j/21/64)
Total Balance $747.44 ~/3 included
herei n
/
249.14v 7L,,\~'1
~'-fq.lt.f
Insert
in the
this total opposite n,Jointly Owned Property", Schedule "E"24ge14
"As Reported" column on the last page of' this returne
1I~4q14
RCC.81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPL Y PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
NAncy A. Newcomer & G. Robert Newcomer
(Executor or Administrator)
In Re: Estate of Frln.. iii. N",..."nmer
CUllberlAnd
County - File No. 21-78-0080
Deor Miss NswcOIl1sr & Mr. Nswcoller:
You are hereby notified that the original
oppraisement in the estote of ErinA W. NswcolIsr
has been filed in the office of the Register of Wills of CUIlberl8nd
County on 1111'1 ::>10 , 19--1.8., Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$F;'i,nnn.no
1',1gn.,1.
-0-
::>49.11.
$78,1039.1t8
As to such tax that is paid within three months from date of death, a five (S%)
percent discount is allowable. As to any tax that remoins unpaid ofter nine (9) months
(fifteen months when deoth occurred from December 22, 1965 to June 16,1971, inclusive;
ond twelve months when death occurred prior to December 22, 1965) from dote of death,
interest at the rate of six (6%) percent per onnum is charged.
Any party in interest who is aggrieved by this notice moy object thereto within
sixty doys ofter 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. 3L .. _ .
Date July 24, 1978 Signed r -1J&A.~
Title Chief Appraissr
Note: This is not a bi II.
------
RCC-2 (2-64)
DEPARTMENT DF REVENUE
BUREAU DF COUNTY COLL ECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE JulV 2~. 1978
COUNTY Cu~berland
FILE NO. 21-78-0080
Whereas, Edna W. Newcoller late of New Cumberland
in the County of CUllberland Commonwealth of Pennsylvania, having died on
the Rth day of FF!hT'llRT'Y 19--1a., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, TN, K r::1 pi.. . 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 d&edent after
t.he expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Interest.
Unit Appraisement
Description of Auet Value. Made for Inheritance
Talt PUrllOleli
1155,OOO.00 $ 55.000 ~
REAL ESTATE
''''.1Qn.''''' 13 190 3~
JOINT -HELD PROPERTY 249.14 249 14
TRANSFERS -0- -0-
TOTAl EfiTATF qf:71'l "",q.1.1'l .ll7.8..,.lt39 148
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con.
formity with Jaw on this 24th day of July .~ ~ /I 19~.
(' 'A I< i1....t'~~
- Appraiser
(N'u.mbc!r and Str<<t)
fla~.~..l)!l
, Penna.
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