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HomeMy WebLinkAbout07-13-79 , .. ~.. . , RCC-33 (4-73) (THIS /SECOND IS SUPPLEMENTAL TO PREVIOUSLY FILED RETURN) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS '>,,:/ - / { 0- /.7/ 7/ /,g/'n *' 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....enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF Cumberland c_J EXECUTOR AF FIDA VIT OF EDWARD L. RYAN (STATE FULL NAME OF DECEDENTi Late of ~ State of Pennsylvania County of r.nmhprl :::mc1 ) ss Administrator Jane E. Davidson. Trust Officer, CCNB Bank, N,A., Executor of the estate of the above-named decedent being duly sworn, depose and -say (MONTH) Name and address of attorney or } other authorized representative to whom 011 correspondence should be mailed. (DAY) , 19~{testote leaving a lost will, copy of which is hereto attached. } ( YEA R) MJiXfKIiX Decedent died February 24, Jon F. LaFaver 315 Third Street, New Cumberland, Pennsylvania 17070 That as such Executor deponent is familiar with the affairs of said estate and the property constituting ( EX E CU TO R- XI~JUljgXX:Jc;:~ 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 C,llowing: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX R EN T ED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - That the contents of said safe deposit box or boxes are itemized under Schedules with 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; all bonds, postal savings, treasury 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 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 hriefly 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 II;, i:;,ll' (lC death, bonds and accrued interest thereon to the date of decedent's death and other investmc"i ,,:,J hy Ihl: 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 f'ar as possible substl-tnt.iated by financial statements of the corporations, showing the assets and liab!li ties thereof as of' the date of death. The schedule also sets forth the interest of rlecedent at the time of' deat.h in any ('o-partnership or business, and in support of' the value of such interest there is annexed to said ~';Chf'rtllle, financial statements showing the assets and liabilities of said co-partnership or lmsiness. A copy ,)f' t1w co-partnership agreement, (if oral, a statement setting forth the nature of the <tgreement) t.ogether with a statement setting forth the character of' the business, its location, and such other facts rerL-;inin!-'; to the business as may be pertinent to a fair and just appraisal of the decedent's interest thert"1.:, ;'1!lsl be submittect. It should also set forth in itemized form, together with the fair market value ther~'()f'l -"ny other propert;y owned or bequeathed by the decedent at the time of' death. 1'h(' Sc/1edule C attachect hereto and made part hereof' sets forth a true answer to each inquiry containerl Ulprein and in the case of trans"fers of'property, real or personal, within two years of' decedent's death, in contemplation of' decedent's death, or intended to take ef'f'ect in possession or enjoyment at or af'ter death, 5ain schedule sets forth the nature and value of' such property, to whom transf'erred, the relationship of the transferees to the decerlent, the proportionate share received by each transf'eree and all other facts of' a pertinent nature regarding sairl transf'ers. In the case of' transf'ers intenderi. t.o take ef'f'ect in possession or enjoyment at or af'ter death, there is also attached to the schedule a COllY of' the deed, trust agreement or otber instrument creating the trust. Therl~ is also set f'orth In said schedulr, a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of' appoint- ment vested in decedent, either individually or .1olntly, by the will, rleerl, or other instrwnent of another, with a copy of' the instrument creating such power attached to the schedllle. That Sc/1edule 0 attached hereto and made part hereof' sets forth the nllmes and addresses of all persons l)('neflclally interested in this estate at the time of rlecedent's death, the nature of their res- pee the interests, their relationship, if' any, to the rlecerlent, togetller with the ages at the time of' decedent's death of' all minors, annuitants and benef'iciaries for life under rlecedent's Will. It also contains a statement showing which of' the beneficiaries named in the decedent's will, If' any, died prior to deu:dent, the dates of their death, their issue, awi the relationship of such issue to the beneficiary. That S.::/1edule E attached hereto and made a part hereof sets f'orth all property, real and per- sonal, owned by the decedent Jointly with another or others, including intangible, standing in the name of the decedent find others, plus the date and place of' record of instruments effecting the "\estiture of real estate and the date of' acquisi tion of' personal ty, plus the name, address and relationshtp, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof' sets "forth f'ully and in df'tall all rlehts and deductions claimed for and on behalf of this decerlent,1 s estate, inclucitn~ funeral expenses paid~ f'amilyexemption, where appl icablej costs of aciministration of this estate; counsel rees ani! fudiciaryl s conunissions 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 ana nnpaid at time of death; taxes accrued chargeable f'or 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 plerlgerl for ohliga- tions, if' any. It is agreed that the fiduciary will present proof' of sala claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or deht, is less thnn the estimated amount cl aiming and allowed, that the same will he reported to the Register of' Wi] Is, and that the amount of tax assessed can be reassessed in accorrlance therewith. That the totals of' the appropriate columns in Scherlules "A", "B", "e", "E", anrl "F" as directed Uleretn, have been carried forward and properly register-ed in the Sununary. CeNB Bank, N.A., Executor of the Estate of EdwaraiL. Ryan1\i' ! ' By '=Jj,/jd../\)CjYt.Je:!~: V - (E:x:ecutoT-~ Trust Officer 2101...Harke.L.$.tr.e.e.t... ............._._..m..... (Street Number) Camp ...HU1,....?teI1Jl."ylV,,"JiI....1.7.0.1.1... (City or Town and State) Subscribed and sworn to before me this ~r~ day of .. Ju..I\l<::m 192? ~t?~jJ4~~....9-... ~. ~'O~'~".: '~. . '-.\'~S, Nuto.lry Fu!:.1ic "', .. L ~rland Co.. Pa. f:;.:p;res July S, 1981 ,'~y Cc~ <.:.n NOTE: Before signing af'f'idavit make sure all blank sTHices in the af'f'idavit and schedules annexerl are filled in with details or the worrl "None", aml in case the assets include rare ami unlisted securities, securi ties of' close or family corporations or I_ln interest in /lny coo-partnership or business, that the data and statements required under the paragraph above relatin~ to Schedule liB" are attache(l. i\ISO make certain that column #1 in the "Summary" has been properly completed as above-directed. . . RC C-31/ (,-4-130) . COMMGlNWUL'TH OF PENI;SYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death af dece- dent. Property held by the decedent as tenant in common with another or other, 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 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 with a general description of the property, with a reference to the record of the conveyance by which the decedent took tltls; If a form state number of a~ eras; also statement of mortgage encumbrances upon each parcel ot death of decedent. T~xes, assessments, accrued Interest on mortgages, etc., are to be listed on Schedule of'' and must not b. deducted from this schedule. (1) (2) (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) ASSESSED VALUE FOR YEAR aF DECEDENT'S DEA TH ESTlMA TED MARKET VALUE THERE ARE NO ADDITIONS OR CORRECTIONS TO THIS SCHEI LE AS PREVIOU LY FILED, Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. NONr:- Sl-S RCC -35 . SCHEDULE "B" PERSONAL PROPERTY ~. ~.. t\' '~ CO~WONWEALTH OF PENNSYLVANIA THANSI'1m INHERITANCE TAX RESIDL'<< DECEDENT 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 "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.D.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and f'urnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certif'icates, 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 or 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe fully VALUE MARKET VALUE (Do not write in this space) l. Proceeds of Federal Employees' Group Life Insurance Claim $2,250.00 Number 642502 Beneficiaries: Carl and Helen Hassel, both Deceased I Insert this total opposite "Personal Proper ty" , Schedule "B" in X X $2,250,00 ~\~5C.OO the "As Reported" colunm on the last page of thts return. s~s , RCC-3b CIl'lr.)oN'l'kuml OF PF:lNSYINANU IILI\SFFR I:IHFI\!T.I:lCr: TAX SCHEDULE lie" TR~NSF'EnS .~ HFS i lm:n nECFlll'\T (1) Did rl I ecerent, within two years of death, make any transfer of any material part of his estate, without receiving Ii valuable and adequate consideration therefor? (Answer yes or no) (2) Did decedent, within two years of death, transfer properLY from himself to himself and another or others (tllClllding fl spouse) in joint ownership? (Answer yes or no) (3) Ir the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of' decedent' 5 heal th at time of' making the transfer. (Note 1). (c) Cause of decedent' 5 death. (Note 1). (4) DId decedent, in his lifetime, make any transf'er of property without receiving a valuable or adequate consideration theref'or which was to take ef'f'ect in possession or enjoyment at or after his death? (Answ>:r yes or no) (a) Was there any possibility that the property transferred might return to transf'erer or his estate or be subject to his power of' disposition? (Answer yes or no) (b) What was the transf'eree's age at time of' decedent's death? (5) Did decedent in his lif'etime make any transf'er without receiving a valuable and adequate consideration therefol' under which transf'eror expressly or impliedly reserves f'or his life or any period which does not in f'act eml before his death: (a) The possession or enjoyment of' or the right to income from tht' property transferred? (Answer yes or no) (b) The right to designate the persons who shall possess or enjoy the property transf'erred or income theref'rom? (Answer yes or no) (6) If' the answer to (5) (b) above 1s in the affirmative, state whether the right was reserved 1n decedent alone or others (7) Did decedent in his lifetime make a transfer, the consideration for which was transf'eree's promise to pay income to or for the benef'it of' care of' transf'eror? (Answer yes or no) (8) Did decedent, at any time, transfer property, the beneficial enjoyment of' which was subject to change, because or a reserved power to al ter, amend, or revoke, or which could revert to decedent rmder terms of' t.ransrer or by operation of' law? (Answer yes or no) (9) If the answer to (8) above is in the af'f'irmative, was the power to al ter, amend, or revoke the inter- est or the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NOn::: 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of' the above questions is yes, set forth below a description of the property transrerred, itt s fair market value at date or death, dates or transfers and to whom transf'erred, with relationship of transf'erees to decedent, if' any. Submit copy of any trust deed or instrument, if' trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List appli,cable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tirns ted) DEPT. VALUATION (Dept. Only) THERE ARE NO ADDITIONS OR CORRECTIONS TO THIS SCH DULE AS PREVI USLY FILED. Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. \, ~ONE St..$ FlCG-'17 ' t1.?-"6")) . - (,Olgto~WEALTIl OF rE~,\'SYYL\"L\ THANSFEI; INIlEHlTANCE T.\X RESIDENT DFt'EDENT SCHEDULE "t)" ~!:~ 1'. ",-- >,.'.,-~ ~ (~..,-".:" , Ilj, ';\";~fj~1J :~Y:.~ ,~>~:t-,~ ::-.'., BE"EFICIAHIES '--'--~-.-I----'----'~-----r--- BENEFICIARIES AND ADDRESSES I (Ilt~~~~JSI~~~~Por i SURVIVLD:I D'ITlc ~:state tull names and addresfies of <'111 who I illf'gitimate chlclren I ~~L:~':pEN~ OF have an int('re~t, ve,,sted, C,ontingpJlt or ot.!wr- .1re lnvolved, s~\t I S\AJE.YE:, I ",IH,TH _ __ wif'-p, in est3tf"~ " ~__ forth this _fact.~~2'_~1__~_ THERE ARE NO CORRECTIONS OR ADDrlTIONS TO TH . , I I I I I i- --1 --.---------. INTJ'REST OF DENEnClAHY JX EST_:\ TE T-----i -1 -L ----------- I --t-- -- I - ----.- -t-=----L I I i i ~ I i - I - -J 1----------- - I J I , +-- --L I - L-~==_______ I I I --~~- I I I i I j , I I t I I , -- , - I - ----- L _I , I -i---=J _~_J__~ Deponent f'urther says that all the above-named heneficiarIes are lIving at this time except below: -- - - - NAME DATE OF DEATH RESIDENCE I --- (1 ) (As Reported) ::; :: >~' ~:' C .~ <"..! E "s -S ~ "'Cl 0.. C; ..r, E U ~ 2 ~ - -- ::::l 'n:- u ~ 0 ~ E 0.. e ~ SUMMARY (Sch. "A") (Sch. "B") (Sch. "e") Heal Property Personal Property Transfers Gross Taxahle Estate $ $ 2,250,00 $ $ $ $2.250..00 (2 i (As Ikteflllint.dl $ ,. ., $ $ $ $ l- '0 Z " M ~ 00 '" " ...l 0- ;;;: " >< " ...: ~ " Q '" r-- V> - N - ...: rl ~ " =: I 0:: ~ 'c =- 00 0.. 0 " =- r-- p... '" 1: I '" -< '" ,; ...: rl :I; :I: ~ oj ;., ... ... [- rl rl 00 Q N ~ " e:: - "- ~ rl ... " Z c t=: 0 [- ,; 'M OJ " -r. :.<: V> oj '" .c p... '" ~ ~ "- S - I- ~ 0 0 ~ U Cl: - 0 ~ 0:: "' u .. ~ ~ ,.; " l- '" - ~ 1:1: M ... 0 c - [- oj :~ ~ ;. - ;.. 0 0 ~ '" g .. ,.-. ~ .s roO 2: ~ " 0 ::: ~ ...l U c..; PCC-o/3r, RESIDENT DECEDENT SCHEDULE "1''' JOINTLY OWNED PROPERTY ''''' ~'.J"~ ",'?'~Yr~~';,: , ,..:~~ ',~,~":,. ~,. "(' fJ ,,,', "" tr ,,, "\f.F:2JiJ.t_, /1,,;, ",.,!,;f(. '---"""'11"'"(.,.--,,, "'~L.v~~.J,~7i~ COMVIONWEALTII OF PENNSYLVANIA TRANSFER 1:'<I1ERITANCE TAX INSTRUCTIONS: This sch,'dllle must. disclose all property~ real and personal, ~~~_~_~~'~~'.:'_J~~._~~ with another or ()tllers~ inclwling intangibles, standing in t.he namp or t.he necl'd.)nl 'ind \'1,;\{'l"" List. 1'<:';11 est.at.e first., as entireties, or joint tenants, giving brief riescript.ion, liS indJcat('d nnclf'r Sdledul{~ "A", plus the (lat.e and plnce of recorel cd' instrument. efrecting vestltlll'P, 1)111. do not. inl'lucle Put !'f,ties or out of state real pstate vn.lue in estate valuation column. Personal property should be listed as in Schedulp "B", plus dat.e of 11cquisition, and the name, address and relationship (it' an:y) or eo-<)wller~ to the decedent. Description of Propert,'l--', Date of Acquisi tioo, :N'ame Address ann Relationship of Co-Owners, ami PI ace of Record of Instrument, where Real Estate. unit Value pereen1.age Share Estate Valuation Dl~1}PJ1TUENT VALlJATION CAUTION-Do not WrI t.e In This Space. Value of' I Value of r,ntire Decedent's property Interest THERE ARE NO ADDITIONS OR CORRECTIONS TO TH S SC DULE AS PR VIOUSL~ fLED, Insert this totlil opposite II,Jointly Owned Property", Schedule "E" in the" As Reported" column on the last page of' this return. ~-s RCC-3? (8-'l7) /.~J (' 6) I ci ,J 'i-;pL /J ) ( n.! u SUMMARY , File Number 21-78-127 Cumberland County, Number and Name Date of Death Vt:>hrl1~ry 14 ~ 1 q7R Estate Name Rvan Edward (LAST NAME) (FIRST N'AME) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT L. . (INITIAL) REPORT OF INHERIT ANCE TAX APPRAISER (I '. J I, the underi;igned duly appointed Inheritance Tax Appraiser in and for the County of Illl, L4!. f) 1 a /) 0(/' Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", liB", IIC", and uE". Dated: ()Ji 2-L( (It, S I. /97f/ / . I), _I .' y 1-1' Ii ala, ";);/ rn €) INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect. fully report that I hove allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule uF", which greater or lesser amount represents the sum allowed as a deduction. Dateo: REGISTER OF WILLS ADJUSTMENTS INVENTORY VALUE AS APPRAISED ODE (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE Real Property (Schedule Al $ O()+ 92+ Personal Property (Schedule Bl ? ?<;n nn 1()+ Joint-Held Property (Schedule E) 2(}+ Transfers (Schedule C) 3(}+ TOTAL GROSS ASSET'S ? ?<;n nn Less Debts and Deductions , 40- 93- (SCHEDULE FJ . CLEAR VALUE OF ESTATE 0/.7 ('L. Valuation of life estates or 2-- PRINCIPLE FACTOR VALUE CODE ~ E= onnuities....................._ $ 1= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% . (*) As evidenced by Charitable Exemption Certificates isslsed by the Secretary of Revenue. TOTAL TAX $ Less tax previousty paid BALANCE Less 5% of tax if paid within 3 months after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ BALANCE DUE Add interest at rote of 6% from to l= $ $ $ $ $ TOT AL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adj ustment 49+t.djustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Re5idue 96-Success i ve Life Estate ADJUSTMENTS FOR USE OF REGISTER ONLY NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason, same 5hould be noted below, with short explanation. ' ----- E-< ..J Z "0 ...: ~ w ~ '" . - '" :;:;: . ...: " ~ ;>< w u 00: '" . 0.. - c r-- ...: 0.. N 00: ., ...: rl 'S I 0.. (I. 0 0.. '" ex) 0 ;> Z r-- Ul ...: Ul "0 - ...: I :t :t W rl " '" rl ,... W ,... E-< rl "' E-< "'0 ;I:: ...: ..... rl " 00: ~ "' " OJ ... " Z E-< 0 E-< OJ " 0 (I. '" .0 0.. 0.. 0 W S S ~ w ~ '" 0 00: 00: u u ..c: .S W ~ - ~ E-< "0 '" '" E-< ... " ~ ~ i:< ~ ...: '" 0 "' :3 ~ " '" :;:;: "0 0 '" ~ ~ ::::"5 '" " " E ~ ::l '-"0 '" 0 0 ==...: ..J u U REV-5IB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Jane E. Davidson, Trust Officer CCNB Bank, N.A. 21st and Market Streets Camp Hill, PA 17011 (Executor or Administrator! In Re: Estate of Edwa rd L. Ryan Cumberl and County-FileNo. 21-78-0127 Dear Ms. Dav i dson : You are hereby notified that the ori qinal appraisement in the estate of Edwa rd L. Ryan has been filed in the office of the Register of Wills of Cumberl and County on Auqus t 31 , ,1919-. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total nnnp. 2.250.00 none none 2.250.00 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 August 31, 1979 Signed \~tllld If? ,/; /, J) ( Title Appra i ser NOTE: This is not a bill. ------ REV-"457..(8-76) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P,O. BOX 2970 HARRISBURG, PENNA. 17105 COMMDrJJJEAL TH OF PE1JNSYLVMJIA RESIDENT I~,IHERITAI'JCE TAX APPRAISEMENT DATE COUNTY AuolJc:;t ~l r ]Q7S_ Cumberland .?.I.:Z8,.: 0 1_2.1-. ,___.' FlU:; ~~o, Whereas, F nlAl~ ~n I Ry~n late of in the County of Cumhp.rl and Comrnonwealth of P0JFt~yLr:lnia, ~1;lViil~; di01~ nn the 24th day of Februarv 19 z.!L.. seized and possessed of an estiite subject to Inheritance Tax under the laws of the Commonwealth of Penne:,lvani,,; Therefore, I, Sandra L. Stone fan appnjsHr duly ~t~~oil1ted Jcct:Jrdinq to ]:r.v. having been designated to make a fair and conscionable appraisement cf the said estate, ,J:':d to d'.'3'2':S a.,d i I:'~ Ihe c::l'?h 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 i~l possession or enjoyment to collaterallleirs ut th", dl2CBdcnt MWI U;' l;X;.Jirdtir;li of any estate for !ife or for years, the Commonwealth hereby expreSSly reserves thP- right to appraIse and assess transff>r in!leiit,lt1Cf> lax!';s .'1t Hl." !J',vful coli:<ter31 rate on any such future interest : ~~:i:~t'lni?nt DESCRIPTION OF ASSET I 'i'~!!Jc-'1 " .,- -'''.: :\'l':,de 1';r :nheritallce Tax Purposes Real Estate c ~-~ . none Pe rsona I Property I 2,250 ~--i Joint-Held Property none , I Trans fe rs none [-- TOTAL ASSETS 1 I 2 .?~O IJllL i I ! I I 1- - l ! 1 I I I r- I =tl ! : Have been duly sworn according to law. I do hereby certify that the above appraisement is made in conformity with the law on this ~Ist day of Auau~t:h '. 19 l!l- (ndi(1 "Jt?7-U Appraiser {Number allij Street) Harrisburg (Post Office) , Penna. ~ ~ ::.~, " s c c -0 ; c \ "" "'- L:, ~Q): -':l; t-... E; '-...... ::s: u; I ........ '(s " 2:" .'-'., , , c, ~ " "-< o Q) ~ .:s ~ c; ro: ;>.: 0:::: ...J: -0: ...; ro: 3: -0 : UJ ' 1; ~ '" " '" q "-< o '" ~ <1l ....:l ~ 0< -; "",; -, UJ '"" "'" ::l ro; 2 f'..: +-I; UJ "': f"--..: "'; > :J' 0\ UJ 4": 0; :J' eI: <(: N; ..2 u. ;>.; "" Q)- 0 -, I- ...; 0 " ro: ;::,. <;:: '" 2 :J: "-< ...: ~ 0 Q)- LU -':l: '" :J :;; "" -'<: -"' " I- " "- lL.: 0 '" :< eI: q ~ .:s <l: "' ..c:- '" os, "-< Q.. ;:; -" '" 0 LU ~ '" ~ Cl <1l S - '" ,S ;:; q ~ :J "-< 0 '", " ~ 0 to. gf. ~ ~ q. ~ ~ 2l <:J; ~- " "ti '" ~ ~ e "' 'iil a. 5. a. q; Q, " q; " ~ :J <1l 0 " ..c: '" <1l " ,S '" Q) ~ ~ ,. 0 'q; ~ " :< Q) r.,.; ~ '-" " '" ~ "' '", i5. ~ s o <l:1 '" ~ a. q; " Q) '" ... <1l ..c: " "0 " <1l 1; ~ Gj