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RCC-33 (4-73)
COMMONWEAL TH OF PENNSYL V ANlt\cr!'\ [
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
~I-
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'.tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late af
Cumb~rland
Pennsylvania
Cumberland
Joseph E. Green,
of the estate of the above-named decedent being duly Iworn, depose
} AFFIDAVIT OF
EXECUTOR
lAmI~llIK
EMILY AYRES GREEN
(STATE FULL NAME OF DECEDENT)
County
State of
} u,
County of
AXIl1i~-.x
one of the
Executor S
and say
Decedent died
February
12,
(MONTH)
Nome and address of attorney or }
other authorized representative to whom
011 corres,pondence should be mailed.
(DAY)
, 19~{testote leaving 0 10lt will, copy of which is hereto attached. }
(YEAR) J6li:KJXtX
Robert M. Frey
5 South Hanover St., Carlisle, Pa. 17013
That as such Co-Executor deponent is familiar with the affairs of said estate and the property constituting
I!::x ECU TO 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
Farmers Trust Comoanv Emilv Avres Green
1 West High Street
Carlisle Pa. 17013
,
That the contents of said safe deposit box or boxes are itemized under Schedules B
wi th the exception of the following, 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
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; a!l bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to th,.~ de-
cedent; 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, si~verware, 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 he
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or 'b.usiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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' 5 interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other propert:r' 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' 5
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of 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 passes at decedent's death by
virtue of the exercise by decedent, either individually, o,r jointly with another, or any power of appoint-
ment vested in decedent, eit~er in~iyi~l,lally o,r,joint1y, by the will, deed, or other instrument 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 decedentts Will. It also
contains a statement showing which of the beneficiaries named in the decedentts 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 deceden t.
That Sc/1edule 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 fudiciaryts
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. unpairl at time of
death; taxes accrued chargeable for period prior to decedentts 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.
,7A~/'
......._..h..~.\...6.'....m......,_....
Subscribed and sworn to before me this
/-, -
.. . day of .Cl!!:iILL{.m 19.?.~..
/! / . / (I /;;..; /. ,/ .
../",/ZA:.I t>t.:Ui.' 1- L/,A{C(jl~/(..J",L
/1
DEBORAH J Ck
Carlisi . HRISTOPHER
My Co e, ~u~berland Co P Notary Pubrrc
mm!SSlon Ex' ',3,
pires Sent
NOTE: Before signing affiG'8:v:Pdi&fke sure a.ll blank spaces in the af'fi.davit anli schedules annexed are
filled in with details or t.he wor(l "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 pll..rllg;raph above relating to Schedule "B" are attached. Also make
certain that colunm #1 in the "Sununaryn has been properly completed as above-directed.
~ 0~t--/'
. ()!,~...;E;,.~~!:l.m..m....m..mm.._......_...
(Executor-AdministTator )
. 2 7~Will3().f.1.~!'.mm...""
(Street Number)
Carlisle, Pa. ..1..?~13
(City O<r Town and State)
RCC~34 (4~73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbronces upon each porcel at deoth of dece-
dent. Property held by the decedent os tenant in common with another or other, should be identified
os to quantum of interest and the estimoted value should be that of the decedent's interest only. (Property
held os 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 (1) (2) (3\
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took thle; If a farm state number of a- FOR YEAR OF ESTIMA TED CAUTION
creSj also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writ.
of decedent. Taxes, assessments, accrued Interest on mortgages, etc., are DEA TH In thl. space)
to be listed on Schedule "F" and must not b. deducted from this schedule.
NONE -0- mNE
Insert this total opposite "realpropc..y", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
-
-0-
RCC -35
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 listed under Schedule "En. 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 accounts, must be listed, despite the fact that they are not of the administered estat~
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 certif'icates, cash on hand and in bank,
stocks, mortg~ges, 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 anyundistributed
estate of' or income f'rom 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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
ITEM
List and describe fUlly
UNIT
VALUE
ESTIllATED
MARKEr VALUE
Nabisco dividend paid January 10, 1978
81.90
GPU dividend payable February 24, 1978
9.24
American Can dividend payable February 25, 1978
47. 51}'~
American Can dividend payable February 25, 19 8
1. 88
Rorer dividend payable February 28, 1978
,/
290.07'
Rorer dividend payable February 28, 1978
145.04
American Brands dividend payable March 1, 197
21. 88
Borden dividend payable March 1, 1978
40.56
Santa Fe dividend payable March 1, 1978
9.35
Union Carbide dividend payable March I, 1978
102.20
Union Carbide dividend payable March I, 1978
205.10
Woolworth dividend payable March I, 1978
5.95
Farmers Trust Company checking account
- ~ ~)
#5- 2922- 2 "., ~'Y. "
'.
4,268.88/
Farmers Trust Company savings account
#1-30041-1 ~
Accrued interest to February 12, 1978
27 shs. Allegheny Ludlum Steel Corp. common
stock @ 18.09375 /'!. ~\..S"
4,659,75
39.5S'
f1J1
~ i
~88. 53'
\/25 shs. American Brands. Inc.. common stock
@ 45.75 44. /II 'J.. r
I) / :- !' i 3 I
), 143.7.5
79 shs. American Can Co. common stock
@ 35.21875 ~'::" (,''JIS
!:I) ?J}.31
2,782. 28"
227 shs. American Telephone & Te1e,jraph Co.
common stock @ 60.875 f"t, 'Y 43;,5
10 <;" "3
I..;) _Ptt--'
13,818.63
19 ~ 600 shs. Atlantic Richfield Co. common stock
@ 45.5 Lt (.7, /1 ")
0.7. ~i;; ,I.) U
2.7 300 00',
....l. .. .
DEPARTMENT VALUATION
(Do not write in
this space)
81.90
9.24
47.50
1.88
290.07
145.04
21.88
40.56
9.35
102.20
205.10
5.95
4,268.88
4,659.75
39.58
529.88
1,120.31
2,898.31
13,584.53
27,675.00
RCC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
'*
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
20 104 shs. The Borden Company common stock
@ 28.71875
Item
No.
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "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.O.D. u. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat~
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certiricates, cash on hand and in bank,
stocks, mortg~ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or riduciary in said capacity, partnership interests, interest in any undis tributed
estate or or income from any property held in trust under the will or agreement or 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
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
2,986.75
3,100.50
21 169 shs. Dauphin Deposit Trust Co. common
stock @ 31.50
5,323.50
5,323.50
22 v' 12 shs. Duquesne Light Co. common stock
@17.875.
23 V'
24
25 v'
26
27
23
29
30
31
32
33
" ~- [. r /.-:5
214.50
220.13
1914 shs. Farmers Trust Co. common stock
@ 29
55,506.00,/ 55,506.00
418. 84 / 1,18.84
J;) } ~-- v . /) :.'
4,085.94 4,125.00
416.72 412.68
.- "
, '.-'
"
2,191. 09 2,172.59
, d /.../
567.19' 564.84
13 shs. FMC Corp. $2.25 Cum. Cv. Pfd.
stock @ 32.21875
250 shs. First Pennsylvania Corp. common
stock@ 16.34375 n,"!!
21 shs. General Public Vt ilities Corp. common
stock @ 19.84375 ! .
37 shs. General Motors Corp. common stock
@ 59.21875 . '.'
25 shs. May Department Stores Co. common
stock @ 22.6875 ere, I, J' ,~
130 shs. Nabisco, Inc., common stock
@47.84375 iH.7i ,,-
6,219.69
6,463.44
397 shs. National Central Finane ial Corp.
common stock @ 23.75
9,428.75.' -
9,428.75
300 shs Pennsylvania Power & Light Co.
common stock @ 21. 65625 ~,
(-, y
6,496.88
6,909.38
22 shs. Philadelphia Electr ic Co. common
stock @ 18.8125 "',,: ~~5
413.88
421.44
2637 shs. Rorer-Amchem, Inc. common stock
@ 13.65625 "
. - "2..C!"
36,011.53
37,742.06
: .
RCC-35
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "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.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat~
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certiricates, cash on hand and in bank,
stocks, mortg~ges, 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 anyundistributed
estate or or income rrom any property held in trust under the will or agreement or another, even though
located outside or the State, at t.he time or death, should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTIlENT VALUATION
(Do not write in
this space)
34
1/17 shs. Santa Fe
stock @ 34.50
Industr ies, Inc. common
I.'
(..:: . I r',
586.50
622.09
.'
2 shs. Sun Co. Inc., common stock @ 37.28125
].~. 0 ~;.
, '-'
35
74.56
78.13
36 I 355 shs. Texaco, Inc., common stock
@ 26.03125 . i~',
L' ,
9,241.09
9,274.38
37 '" 439 shs. Union Carbide Corp. common stock
@ 39.65625 ... .'
". )./ '-;
17,409.09
17,066.13
38
\,/17 shs. F. W.
@ 18.71875
Woolworth Co., common stock
'Wi...
318.22
308.66
39
/
" Massachusetts Mutual Life Insurance Co.
S'~pp1emental Agreement dated June 2, 1943.
Policies numbered 645,975 and 877,379 owned
by Emily A. Green. Value as of February 12,
1978
6,253.46 ./
6,253.46
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page or this return.
x X
:::;;'0:i,.J_'fS,J.I
I~Ei26. 25'.
$222,148.91
\".
RCC-36
C1WMO\WEALTJI OF PENNSYLVANIA
T!{A\SFf.:n I\Hfcl\l1'ANCE TAX
SCHEDULE Tlel!
TR,\NSFlmS
*"..
.. 'fflt t\
6'\. ,"}
HES I1lE\T Df.:CFI1ENT
(1) Did. de~edent,. within two years ofdeuth, make any transf'er of' any material part Q.f: his estate, without
receiVIng It valuable and adequate consideration theref'or? (Answer yes or no) .NO
(:.n Dirt decedent, within two years of' rteath, tra.nsf'er property from himself to himself and another or
others (tnclwi"ing a spouse) in ,joint ownership? (Answer yes or no) No
(3) If' the answer to (1) or (2) above is in the at'firmat,.ive state:
(11) Age of' decedent at time of transfer nj a
(b) State of' decedent I s heal th at time of making the transf'er. (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 theref'Qf which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) l'IJO
(a) Was there any possibility that the property transferred might return to transf'erer or his
estate or b~ subject to his power of' disposition? (Answer yes or no) ~O
(b) What was the transf'eree's age at time of' decedent t s death? n / a
(5) Did decedent in his lifetime make any transf'er without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves f'or his lif'e or any period which does
not in f'fiCt end bef'ore his death:
(a) The possession or eniqyment of' or the right to income f'rom th~ property transf'erred?
(Answer yes or no) No
(ll) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) ~O
(n) If the answer to (5) (b) abrve is in the affirmative, state whether the right was reserved in decedent
alone or others n a
(7) Did decedent _in his lif'etime make a transf'er, the consideration for which was transferee' 5 promise to
pay income to or ror the benef'i t of' care of' transferor? (Answer yes or no) No
(8) Did decedent, at any time, transf'er property, the beneficial enjoyment of which was subject to change,
because ot~ a reservec1 power to alter, amend, or revoke, or which c01rld revert to rlecedent rmder 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 a1 ter, amend, or revoke the inter-
est of the benef'iciary reserved in the decedent alone or the decedent and others?
(Answer yes or no) No
NOTE 1: The answers to these questions should be suppo~terl by arf'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 forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transf'erred, 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 racts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET V ALIlE
(Estimated)
DEPT. VALUATION
(Dept. Only)
NONE
-0-
OONE
Insert this total opposite "Transf'ers", Schedule "e" in the
"As Reported" column on the last page or this return.
-0-
" 1\-'
RCC-37 (12-63)
COMMON\rEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP ! i
(If step-children or S!d"RVIVED DATE INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY
:l.ve an interest, vested, contingent or other. are involved set STATE YES HI RTH IN ESTATE
wise, in estate) forth this f~ct.) OR NO
Miss Ethel Fair
East Pomfret Street
- -
Carlisle, Pa. 17013-pre-deceas d No
Dessie Skelly t
47 East Pomfret St. !
-1 I -------------
Carlisle, Pa. 17013 none yes I $500.00
I I
Mrs. Odo Melester
R. D. 7
Carlisle, Pa. 17013
-J=--
f nnoe
I-
I SOn ,
T~~-----~
I
I
I
I daughter
,
1
i
i
-J
I
I
I
I
1
.---+--
+----~------------
, ,
- ---_.:------- ~----_.
,
-~-f--------~--
1 yes i
----'--" I
i
I $500.00
.- ----j---._---------~----.._----
no _--i-_._______~_._________ ___.____ ____>..
Joseph E. Green
274 Wilson St.
Carlisle, Pa. 17013
I- -t------~--------
I----.-~---r--.---_.---~--------__._~___._
J I 1/2 residue of estate
I L-=========---
J !
I yes I 1112 residue of~st~t-;--
-1 I ,------------------
-+_____ I ______________________
i t------+---
,
1-------;------ -----~-~------------
I --I
t i
yes
Mrs. Eleanor Green Spencer
612 Maple Street
Westfield, New Jersey 07090
i
--+-----
l
r ---- -- ~--. ~----~_._~-
~
I J
I
--
~-~----------_.._------._--------'-._-----~--------------.--- --" -_.._-~ -.------ ________.___1...______.._ ---- -- "---.-
Uepor..ent further says that al] the above-named b0f1ef'lciaries are living at this time exeept below:
.-- ---~-..._-----_._.._--------_._-- ---"---------------~-_.. - ------------..
u_ - -- ---. -- --
NAME DATE OF DEATH RESIDENCE
-
-
--L -- --~---
~
o .
~~~
E<-=
~: s:::
'2 C1.l e
._..... ::l
S ~-
'OP..2
-<: s.
~3~
o ~
"$ tit:
~ :> 0
~ S go
~ 0::
SUMMARY
..(Sch. "A")
..(Sch. "B")
........(SCh...C..)
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
- 0-
$...
$ .21.9...6..26.25
$. - 0-
$...
$..
$2.19.,626,25
(2)
(As Determined)
$ ....0..
$ .2.22...148.91
$ -.o-
S
$...
$ 222.148,91
E- ."
M Z ~
~ ~
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RCC-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
-
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with anot.her or others, including intangibles, standing in the name of the decedent and others. List
real estate f'irst, as entireties, or joint tenants, giving brief description, as indicated lmder Schedule
"A", plus the date and place of' record of' instrument ef'fecting vestitllre, but do not include entireties
or out of' state real estate value in estate valuation column. Personal property should be listed as 1n
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' Record of Instrument, where R~al Estate.
:x:x 50
y: <Y><;<0
:x ;< ~ :x :x <X 'Y>. :>0 :x
. .
uni t percentage
Value Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
~ntlre Decedentts
Property Interest
~ :x
~
b(~ ~
:x
:>0
y:;.:x
1>
NONE
-0-
NONE
Insert this total opposite "Jointly Owned Property", Schedule "E" -0-
in the" As Reported" colurrm on the last page of this return.
..
*'
RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OFGAPPRAISEMENT
Joseph E. reen
274 Wilson Street
Carlisle, Pa. 17013
(Executor or Adm ini stratar)
In Re: Estate of
Emily A. Green
Cumberland
County - Fi Ie No. 21-78-0125
Dear Mr. Green:
You are hereby notilied that the orildnal
appraisement in the estate of Emily A. Green
has been filed in the office of the Register of Wills of Cumberland
County on Hav 11 ,19~, Said appraisement reflects the following
vo I uations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
-0-
$222,148.91
-0-
-0-
$222,148.91
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
(filteen 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 alter 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 May 11, 1978
Signed
r .; ~ ;.
/~:)/i.'J
Title Chief Appraiser
""
Note: This is not a bill.
............
R~c; C;:~2 ,(2,04)
COUNTY
May 11, 1978
Cumberland
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
FILE NO.
21-78-0125
Whereas,
Emily A. Green
late of Carlisle
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 12th day of February 19~, 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 de-cedent after
the expiration of any estate for life or for years, the CommonwealUl 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 Anet Valuel Made for Inheritance
Tall. Purpous
REAL ESTATE NONE $ -0-
"- -
PERSONAL PROPERTY $222,148.91 222,148 91
TRANSFERS NONE -0-
JOINT-HELD PROPERTY NONE -0-
TOTAL ESTATE $222,148.91 $222,148 91
-
Having been duly sworn according to law, I do here by certify that the above appraisement
formity with Jaw on this 11th day of Mav
r.'/.... :J'~
J
. ~
~ /\,;.. '--~,-~
is made in con-
19~.
Appt1l.iaer
(l'fumber and Strtet)
Harrisburg
(Po.t:OftIee)
, Penna.
-------
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