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Home My WebLink About11-13-78 COMMONWEALTH OF PENNSYLVANIA OePARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS \:.:,' l\l\..i " , "Rc(:!ootol (3~7!) COUNTY OF CUMBERLAND This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine months after date of death, unless on extension is granted by the Secretory of Revenue. Will ~ No.21-7R-R9 19-1lL I, Martha E. Finkey (NAME) of R. D. # 1 , Newburg, Pennsylvania (ADDRESS) Misc. being duly sworn according to law, deposes and says that he is the of the estate of Janes C. Thrush late of Administratrix (EXEC., ADM., LEGATEE, ETC.) Hopewe 11 Township (CITY, BOROUGH, OR TOWNSHIP) January 1, 1978 (DATE) deceased, and that the whole of the estate of said decedent, who died on consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Penr.sylvrulta Transfer Inheritance Tax is due. '9...1L.. JOAN E, ARNOLD, Notary Public ~n !lVI d/l' Cf" Az,/ (SIGNATURE) Martha E. Finkey U ( TITLE) Administratrix Sw,.>rn ('Ind '\ubscrib"d before me Type- of Anet: ~t'al Es!ate, Per!.. Property, Jointly Held Prop. or Transfer! My Commission Expires Sept. 6, 1982 ASSETS (Attach additIonal sheets If neceSllary) Description ofAu"'et estimated Market Value Deportment Va Ivation CAUTION (Do not write In this see) Real Estate None N~ Personal Property 1974 Merrnry Sedan (Canet) , Vehicle Identificati No. 4K3IF574086 1955 Ford, Vehicle Identification No. U5NW1265l4 $1,000.00' \,oco ,0 '" 305.00 '30So:> 1975 Suzuki Motorcycle, Vehicle Identification No. T50080356 200.00/L.-OO o:c, Peoples National Bank, Shippensbllrg, Penna. Checking Accamt No. 55-275-5 ,/ Date of Death Balance: $54.66 54.66 /S4, <06 Continued Page 2 TOTALS REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values~_et forth opposite each item in the last column to the right. \. 0 -'l'I (-- L~ ~ Dated: (INHERITANCE Te~PPRAISER) DEBTS AND DEDUCTIONS Natvre of Claim Amount Claimed Amount Approved by Regi!;ter Name of Payee Plcugh and Lillick Bond $ 48.00 Register of Wi lls Letters of Administration & Short Certi ficates 22.00 Cumberland Law Jcurnal Legal Advertising 18.00 The News Chronicle Legal Advertising 10.00 National Life Insurance Co. Premiums for insurance policies of children 42.06 Galen Gates and Sm Final Clothing Bill 45.22 Kelley's Texaco Final Automobile Maintenance Continued Page 3 Bill TOTALS 39.45 3~.'.' h REPORT OF THE REGISTER OF WILLS t. the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed. except where I have set forth a greater or lesser amount in the last column Ihe right, which greater or lesser amount represen~ allo:"ed as a deduc~. Date of Approval: ,;),/, _ tl \~~~').~,( ~ {jVv1~'A'-" ()1"J ~ !6'lif~ -? . ,'_:.J.." ("l ("l t"" ~ 0 0 ~ 3 " " " 3 " 0 s: 0 ~ :> '" " 0 m ~ ~ ..., "'ll " ..., 0 ~ ~ ::r: tTl '" 5' 0 :0 -l 0 ~ 0 ~ > ~ (1) tTl 'TJ z '1l "' Ul 0 " ,.... ,.... ..., 0 :t z " ~ ,.... :> ." > " ~ ..., ... tTl ... zi "'ll "" >oj t"'l :: :I: "'ll :< ~ '" > '" o. '" ~ 0 '1:l N; <: e. '" 'TJ 'U ,..... v> ~ ::T :0 ~I > f-" :> 00' .- 0' Ci:i ' . m tTl 00. n s:: CD m > tTl ~ ~ :z: " m ..., ~ Q ~ - . . . Type of Asset ASSETS Jersonal Property Refund fran Peoples National Bank, Shippensburg, Penna. , for disability refunds on bank loan Jointly Held Property PPG Industries, Inc., Stock Certificate No. P03l9040, Common - 4 shares Date of Death Value: $27.00 per share PPG Industries, Inc., Stock Certificate No. P0374230, Common - 17 shares PPG Industries, Inc. , Stock Certificate No. P0354450, Cammon - 2 shares PPG Industries, Inc. Stock Dividend Check National Life Insurance Canpany, Life Policy on the life of Jeffery S. Thrush, Policy No. 1518759 Date of Death Value: $48.57 National Life Insurance Canpany, Life Policy on the life of Rebecca M. Thrush, Policy No. 1518742 Date of Death Value: $45.56 Peoples National Bank, Savings Accrunt No. 055-287-9 20, Titled James C. Thrush or Jeffery S. Thrush Date of Death Balance: $50.61 Peoples National Bank, Savings Accamt No. 055-288-7 20, Titled James C. Thrush or Rebecca M. Thrush Date of Death Balance: $50.61 Transfers None TOTALS -2- Estimated Market Vame Department Valuation 92.70 l,,-/ q L .l 0 108.00 \.0'0 0'0 459.00 Ll S"t. 0'" 54.00' S'-I..00 9.89 vt.8 ~ (.- 48.57 / W. t;3S1 45.56 ,/' 4 S s (., . 25.301 SO. lo ~ ',. I - ,..;/? 25.3(}, ) so\:,\ ..'- ----- 02 ,4.:~)'2.. ~4{ 8, ("D \ . . DEBTS .A1'ID DEDUCTIONS AmOllll t Amcunt Approved N ane of Payee Nature of ClalJll Claimed by Register Hippensteel's Auto Final Automobile Repair Bill 113.74 Recondi tioning Service Fogelsanger Funeral Home Funeral Expenses 1,071.00 Jeffery S. Thrush and Family Exemption 2,000.00 Rebecca M. Thrush Register of Wills Filing fee for Inheritance Tax Return for Insolvent Estate 3.00 Register of Wills Filing fee for Petition to Settle Small Estate & certified copies of Court Order 10.00 James D. Bogar Attorney's Fees 200.00 TarALS $3,622.47 -3- .. ,- , .. , . ' ..'~' Ii 11,:';;,lJ;:.. Ii u.. t .,.., --.(,~;:/P~;,<<, '. LARRY WELKER FORD, Inc. 532-4151 204-20.8 East King Street SHIPPENSBURG, PENNA, 17257 ~;,,~1 ',; V..,'j ~ 'J , September 12, 1978 James D. Bogar Attorney At Law 23 West Main Street Shiremanstown, PA 17011 Dear Mr. Bogar: " o With regards to the 1974 Mercury Sedan, owned by the late James C. Thrush; please be advised that we believe . l $1,000.00 to be a fair appraisal for this vehicle at this time. Sincerely, LARRY ~ President '.. . ' 1:, t., .j ~" :/ t. ,:J r. ",I ~. ,. j-/,; f> {'4St,,../, ;Qv/~ IJG'"'' ~/"', /? (J'IT/ F tl de k if ;Jj"tVI/J!.. IZ, /7;/1(/ rom nc :5 0 717-776--:330$ RICHARD HIPPENSTEEL )ff,l-- /0. '/'17 r pc." ~""' () f3~-- '- A~'7 a./ ~~"- 2,J tv '7//<>>':'( Sf.-. SjJ.b~41'-"".;z;;,~,..-/ ~ , fb-<v, 5';( ,. /7k.. --&tJf y~/ 3. l ~ ~.--/~ ~vr-w// ti4-~~.~ , ~. ,--z-..:e:<-f- ;1.2'~ /YO~,/Y-u/ ~ c -A.. ..e!z'1t; .../-z:;-.-...;..-t ~6 cy/~~< . ,.p-I-c."~J:./ -8~ ...-co-rd ...<'./,-,_ ,,~/#' ~ jd"C-' .PT" 7-/U<Y-C(..Cl'~ k cn/:~-.-:./ ./,;r,..,.t::-cz-;,.4 .-?v~t( ?'~''''( Atr,u:"'- . 4'U'~.JJyD , /-:1- J ffit!;.,-t ;y- -<<>-o..J./ ~ d;tP4.-r,.,t'i.,/ tZ-PG.,,-,,;f--/Z; _",,,,,,4 ~;'I ~ ;1M , /t/"ztd.c, J .L;:Lh<( ,~...4.:~'-<"_. '-:""+ . ~ff<A-""4'/c/ -tl:.";J.-td...~..vT ~~/-~u.--7 --? "'_--./ f300 ,()tJ ,y ~Zw ~>-"'/ ~..-,.v ..//! / .,.;" ~ If'.. ,,, /7 -/-- /;; >-L- ---(.,~'r' ~< '- ~~ w"~r< c.r...~","<..~. /-?5. :y.....-,.&( , ~'..4-:7.H<' ~i141'~" rJ ~/,//#/F~>fz/ "c., __---'__~"'...""'I.. .-..-.._--- ,,-,'-, , - THE PEOPLES NATIONAL BANK OF SHIPPENSBURG P. O. Box 9 SHIPPENSBURG, PENNSYLVANIA 17257 Phone: 717 532.4131 HAROLD U. CROUSE President ~gj JOHN E. McCANN Execullve Vice Presldenl September 12, 1978 James D. Bogar Attorney at Law 23 West Main Street Shiremanstown, PA 17011 Dear Mr. Bogar: In re: Estate of James C. Thrush Mr. Thrush carried three accounts with our bank. His checking account, number 55-275-5 was opened on November 24, 1975; the balance at his date of death is $54.66.. His savings account number 055-287-9 20, which was opened in January of 1977, is in the names of Jeffrey S. Thrush or James C. Thrush and has a balance of $50.61.' The other savings account number 055-288-7 20, also opened in January, 1977 in the name of Rebecca M. Thrush or James C. Thrush, has a balance of $50.61.,. If you need any further information, please feel free to contact us. Sincerely yours, )/;IJi c'. &t Sa rah E. Bert Supervisor Data Processing SE Bf dr .'.' .. . Life Insurance statement for CD Living insured ,. F.;m 938 (Rev. Sept. 1973) (This statement must be filed by the donor with the Federal Gift Tax Return, Form 709, or may be filed by the ~~:::~~e~~u~~:':::Ury,. executor with the Federal Estate Tax Return, Form 706, where decedent owned insurance on the life of another.) ~[.~.l General Information 1 (a) First name and middle initial of donor (or decedent) James C. (b) Last name Thrush (c) Social security number 172-36-2294 I ~I January 1,1978 2 Valuation data with respect to: (a) Date of gift . (b) Date 01 decadent's death ~m!.r] Policy Information 3 (8) Name of insured Jeffery S. Thrush 4 (a) Name of insurance company National Life Insurance (c) Number of policy 1,518,759 (I) Gross premium $26.88 5 If assignment made: (a) Name of assignee (b) Date 01 bi rth May 10, 1969 Company (b) Kind 01 policy Life (d) Face amount $2000 (g) Frequency of payment (e) Date of issue November 1,1974 Quarterly (b) Date assigned 6 If irrevocable designation of beneficiary made: (a) Name of beneficiary I (b) Date 01 birth, il known I I (c) Date designated (d) If other than simple designation, Quote in full. (Attach additional sheet if necessary.) 7 If policy is not paid.up: valuation date. (('I) Interpolated terminal reserve on eI=ate=~f=a:sgfg:RFFl'eFft.::m:~~1 "'edg:l!t~__ioia. (b) Add proportion of gross premium paid beyond~~s:i~=9F~crcaI;tecd8sig~ ~~ .v~l~a~iqn .d~t~ (c) Add adjustment on account of dividends to credit of policy (d) Total . (e) Subtract any outstanding indebtedness against policy (f) Net total value of the policy (for gift or estate tax purposes) 8 If policy is either paid-up or a single premium: (a) Total cost, on date of assignment or irrevocable designation of beneficiary, of a single- premium policy on life of insured and at his attained age, for original face amount plus any additional paid-up insurance (additional face amount $..............._....................). (If a single- premium policy for the total face amount would not have been Issued on the life of the Insured 8S of the date specified. nevertheless, assume that such a policy could then have been purchased by the Insured and state the cost thereof, using for such purpose the same formula and basis employed, on the date specified, by the company in calculatIng single premiums.) . (b) Add adjustment on account of dividends to credit of policy (c) Total . (d) Subtract ut n. g indebtedness against policy (e) Net to v;fl.~,/ icy (for gift or estate tax p ,poses) The u ~1f~' ?/o icer of the above.named Insurance c pany hereby certifies that this statement sets forth true and correct information. Slgnatuk';' c.-/ --~-7____C-/ ~ Title g:~f~datlon ~ __J~!:.?~.........I"II_~ --....-tR.....m_ ._t~.?,.?L........ . . . . .. $48.57;../". WiI m__m. March 27,197: Instructions Purpose of statement.- The information shown by this statement is necessary for Federal gift tax purposes to determine the value of a gift of insurance. It may also be filed by the executor with the Federal Estate Tax Return where the decedent owned insur- ance on the life of another. Diroctor of Policy Benefits Statement of insuror.-Thls statement must be made. on behalf of the insurance company which Issued the policy, by an officer of the company having access to the records of the company. Duty to file.-It is the duty of the donor when fHing his Gift Tax Return to procure this statement from the insurance company and then file it with the return. However, if specifically requested, the insurance com. pany should file this statement directly with the official of the Internal Revenue Service making the request. Separate statements.-A separate state. ment must be filed for each policy. u.s. GQV[RNIAENT PRINTING OffiCI:: ,m3- -!iClO--207 , . ,,".\ ';'.~:~ .. lo/fp. _,___...",_._.._ _.__ _ _.'U___.'. ._;L.~.'L.___._. ___ , -".'... . "'0"" 938 Life Insurance statement for a Living Insured (Rev. Sept. 1973) cThlS statement must be filed by the donor with the Federal Gift Tax Return, form 709, or may be filed by the ~n~::~~~:~::u~~:~:Ury... executor with the Federal Estate Tax Return, form 706. where decedent owned insurance on the life of another.) <::;J General Information 1 (8) First name and middle initial of donor (or decedent) James C. I (b) Last name Thrush {e} Social security number 172-36-2294 2 Valuation data with respect to: (a) Data of gift . (b) Date of decedent's death . !I~"1 Policy Information 3 (a) Name of insured Rebecca M. Thrush ~ ~ January 1,1978 (b) Date of birth September 19,197 4 (a) Name of insurance company National Life Insurance Company (e) Number of polley 1,518,742 (f) Gross premium $26.98 5 If assignment made: (a) Name of assignee (b) Kind of policy Life (d) Face amount $2000 (g) Frequency of payment Quarterly (e) Date of issue November 1,1974 (b) Data assigned 6 If irrevocable designation of beneficiary made: (a) Name of beneficiary I (b) Date of birth, if known Cd) If other than simple designation, quote in full. (Attach additional sheet if necessary.) I (e) Date designated 7 ~:~o:~c:'::~I~:::~~~~;nal resarve;;;~~1:~~~~h..' _<I-. J ':0 _,*",""'",,,,,,,".- _~?~:.~2.___m____ ~.~_..__.. (b) Add proportion of gross premium paid beyond=da~s:igRm'ent=l!1F~TV"I'~~_Ll~ JwJg?r~ -....~ ._=- .v,\ll!at,io.n .da.te. _m~:}~m_m_.__ ~ IIlIw"_~ ee) Add adjustment on account of dividends to credit of policy R 6., _ i%P~ (d) Total . mj_~_~_,.5_L_______ (e) Subtract any outstanding Indebtedness against policy (1) Net total value of the policy (for gift or estate tax purposes) 8 If poHCY is either paid-up or a single premium: (a) Total cost, on date of assignment or irrevocable designation of beneficiary, of a single- premium policy on life of insured and at his attained age, for original face amount plus any additional paid.up Insurance (additional face amount $..m........_.~....___....._..._...). (If a single. premium policy for the total face amount would not have been Issued on the life of the Insured 8S of the date specified, nevertheless, assume that such a polley could then have been purchased by the Insured and state the cost thereof, using for such purpose the seme formula and basis employed, on the date specified, by the company in calculating single premiums.) . (b) Add adjustment on account of dividends to credit of policy (c) Total . (d) Subtract an>,~tst oi indebtedness against policy (e) Nat total.vah e. (jf . y (for gift or astate tax pur oses) The unde I 1J.:((~.!9 er of the above.named insurance com any hereby certifies that this statement sets forth true and correct lnfdrmation. '/u:- Date of March 27 1978 Signature I.- ~. Title Certification ... ' . . . . .. $45.56 ,/ r..' -.'BY'. ..~.. . _____mmm._m____._ Instructions O' t' f Policy Bonefits Hec or 0 Statement of insuror.-Thls statement must be made, on behalf of the insurance COr1)pany which issued the policy, by an officer of the company having access to the records of the company. Duty to file.-It Is the duty of the donor when filing his Gift Tax Return to procure this statement from the insurance company and then file it with the return. However, if specifically requested. the insurance com- pany should file this statement directly with the official of the Internal Revenue Service making the request. Purpose of statement.- The Information shown by th is statement is necessary for Federal gift tax purposes to determine the value of a gift of insurance. It may also be filed by the executor with the Federal Estate Tax Return where the decedent owned insur- ance on the life of another. Separate statements.-A separate state- ment must be filed for each policy. US. GOVERNMENT PR!NTlNG OFFICE, t9n- -i!lOO-207 REV-lIt8 (8..78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO *' Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Martha E. Finkey R.D. 1 Newburg, Penna. 17240 (Executor or Administrator) In Re: Estate of James C. Thrush Cumberland County - Fi Ie No. 21-78-0089 Dear You ore hereby notified that the appraisement in the estate of .T:=ampR. r. 'l'hrllR.h has been fi led in the office of the Register of Wi lis of C:"mhp,.1 ;mil County on 22 January ,1922-, Said appraisement reflects the following valuations: Insolvent Real Estate Personal Property Transfers Jointly Owned Total None 2.478.60 None None 2,478.60 As to such tax that is paid within three months from dote of deoth, 0 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 dote of death, interest at the rote 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. L~_t' \ ,Yo- ~::::::c:=-, ,-) 22 Januray 79 Signed Dote Title Administrative Officer Note: This is not 0 bill.