HomeMy WebLinkAbout06-05-79
,
RCC""33 (4-73)
(THIS IS SUPPLEMENTAL TO PREVIOUSLY FILED RETURN)
,)
. .
---/
"1417
Ie-< -
. ,
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
-J
/ (
-*
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 Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Cumberland
,"oJ
EXEClJTOR
AFFlDA VIT OF
EDWARD 1. RYAN
(STATE FULL NAME OF DECEDENT)
Late of
~
State of
Pennsylvania
J"
County of
Cumberland
Administrator
Jane E. Davidsonr TrllRt Offic.er, CCNB_Bank~ N.A.~
of the estote of 'he above-named decedent being duly swom, depose ond say
Executor
Decedent died
February 24,
(MONTH)
Nome and address of attorney or }
other outhorized representative to whom
011 correspondence should be moiled.
(DAY)
, 19~{testate leaving 0 last will, copy of which is hereto attached. }
(YEAR) ~
Jon F. LaFaver
315 Third Street, New CUTIlberland, Pennsylvan;i,a 17070
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EX ECUTO R~ADMINIST RA TOR)
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 fnllowing: -
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
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 or date of death or 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 or
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 p.imf 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 fumiture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair,market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of lll< d,il~' (If death, honds and accrued interest thereon to the date of decedent's
death and other inveslnh' :,'.1 by tbe 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 substant.iated by financial statements of the corporations, showing the assets and liabilities
tht>-reof as of' the date of death. The schedule also sets forth the interest of decedent at the time of'
deat.h in /illY co-'-partnership or business, and in support of' the value of such interest there is annexed to
said sehedule, financial statements showing the assets and liabilities of said co-partnership or lJ:usiness.
A cory of the co-partnership agreement, (if oral, a statement setting f'orth the nature of the agreement)
togeUwr with Ii statement setting f'orth the character of the business, its location, and such other facts
"l'ertn-;lling to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein JIlllSt he submitted. It should also set :forth in itemized form, together with the fair market value
therf'nf, any other property owned or bequeathed by the decedent at the time of' death.
The Scf>edule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained tl,prein and jn the case of transf'ers of'propertJ', real Qr personal, within two years of decedent's
death, in contemplation of' decedent's death, or intended to tJOl.ke eff'ect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of' such property, to whom transf'erred, the
relationship of the transf'erees to the decedent, the proporUonate share received by each transferee and
all other f'acts of a pertinent nature regarding said transf'ers. In the case of transf'ers intended t.o
take effect in possession or enjoyment at or after death, there is also attaehert to the schedule a copy
of' the deed, trust agreement or other instrument creating the trust. Therl'! is also set forth in said
scherlule a list of' all property, real and personal, with its value, which pa~ses at decedent's rleath by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of' appoint-
ment "I'.!stedindecedent, either individually or Jointly, by the will, deed, or other instrument of anot.her,
with a copy of' the instrument creating such power attached to the schedule.
That Scf>edule D attached hereto and made part hereof' sets fort.h the names and addresses of all
persons benef'icially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to t.)le rlecedent, together with the ages at the time of
decedent's death of' all minors, annuitants and beneficiaries for lile unner decedent's Will. It also
contains a statement showing which of' the benef'iciaries named in the decedent's will, if any, dierl prior
to dec..dent, 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 tntangible, standing in the name
of the rlecedent and others, plus the date and place of' record of instruments eff'ecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, ruidress and relationship, if any,
of' co-owners to the decedent.
That Scf>edule F attached hereto and made a part hereof' sets forth ,ully and in detail all debts
and deductions claimed for ann on behalf' of this decedent's estate, including f'uneral expenses paid;
family exemption, where applicable; costs of administration of this estate; COllnsel fees and .fl1diciary's
commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of' the decerlentj debts and claims owing anrl unpaid at time of'
death; taxes accrued chargeable for period prior to decedent's neath (except those allowed under Section
651 of the Inheritance anrl Estate Tax Act); together with a statement of collateral pledge(l t'or obliga-
tions, if any. It is agreed that the fiduciary will present proof of sajd 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 he reported to the H.egister of' Wills, and that
the amount of tax assesserl can be reassessed in accorrlance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and"F" as directed therein,
have been carried f'orward and properly registe!"ed in the Summary.
....3.o~~ day of . ./nn!::)
......T:A!:~:i Nf!::::
C.me Hii:. C"",b":,,d Co., Po. Camp .llill......P:ennsylvan;ta....17011
My Commi~>:?;1 i:~j.:i~8S July S, 1981 (City br Town and :state)
NOTE: Belore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", ami. in case the assets include rare and unlistert securities,
securities of' close or family corporations or an interest in any cO-]Jartnership or business, that the
data and statements required under the paragraph above reI atlng to Scherlule "B" are attuchen.. Also make
certain that column #1 in the "Summary" has been properly completed. us above-directed.
m 19.2'1:
CCNB Bank, N.A., Executor of the Estate of
Edward L. Ryan .
":9!#i@t;@r:..;i,:::::-~;;;c.,
.21or..Marf~&&fWIJ;:b;;:;:r
Subscribed and sworn to before me this
RCC-34 (~73)
~OMMoNWEAL TH 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 encumbrances upon each parcel at death of dece"
dent. Property held by the decedent as tenant in common with another or ather, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviarship or tenancy by entireties should be reported an Schedule "E.")
The real property loeated In the Commonwealth of Pennsylvania should be (1) (2) (31
described by lot and block number, street and street number, together wi th DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VA LUA nON
conveyance by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMATED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etC.,ar. DEATH In this space)
to b. listed on Schedule !IF" and must not b. deducted from this schedule.
THERE ARE NO ADDITIONS OR CORRECTIONS TO THIS SCI EDULE AS PREVI bUSLY FILED.
1'-.\ li~
Insert this total apposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
-
P'"'C' -.~.::;
JtE~rnENT DECEDENT
SCHEIHJLE "B"
PER~m:AL PROPERTY
.~
I'~'\
f:O~L\IONWEALTH OF PENNSYLVANIA
TllANSYER INHERITANCE TAX
I I\~THl'CTIONS: 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 wi th another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
parable 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 ere not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, nooks, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or nividends, salaries or wages, insurance pay-
able to the estate or f'iduciary in said capacity, partnership interests, interest 1n any undistributed
estate of' or income from any property held in trust under the will or agreement of' another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
UNIT
VALUE
ESTIllATEIJ
MARKET VALUE
DEPARTMENT VALUATIO
(Do not wri te in
this space)
1.
CCNB Savings Account #002-101268-7, date of
death value
Accrued Interest
$9,915':~L-
54.0u..-----
2.
Proceeds of Mutual of New York Policy #355-89-37
Beneficiaries: Oscar P. Seitz, Fred o. Seitz,
and Kathryn Hassel, all deceased
1,803.90,,,/"
Insert this total opposl te "Personal Property", Schedule "B" in
thf:' "As Reported" column on the last page of this return.
x
x
~ll, 77 3.64
II ,"T73 CoLj'
RCC- v)
['( l\1~i\)\\I\"'-l:'i\ I, ~'ll l n: IlL'\ \'~'i' l ;\',\ 'i I ,,\
TitA\~r'~','n I\l::'~l1.rT!~\(T '1',\\
SCl1FJHJIY '1 C n
T!{\\'>:'::Fl<:I:S
~~.~' tf
!': ,.>.l 'l/
i..~."
/j -'c, t\
"'-l~(!.r"
'., ",Fs":"
<J~~~
i\~'~S 1 ])]':\T ])1,:(' l<lW\T
(1) Did (:ecedent. wit.hin two years of'death, make any transfer of any materilil plirt or Ids estate, wiUwut
recPl\'ing; II vall1ll1Jl e Ht~rJ wlequll te consideraL ion ttwref'or? (Answer yes OJ' no)__
(2) Ilirl dece(lent, within two years Ilf' Ileath, transfer Ilr(I!ICrty from hilnself' to himself unrl another or
\,t}wrs (including a spouse) in joint ownership? (Answer ves or no)
(:1) It' ,be answer to (1) or (2) aLove is io the at'firHlI",ive state:
(a) Age of decedent at time of' transfer
(b) State of decedent's health at time of mukin~ the transfer. (~ote 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in Ilis lifetime, make any transfer of propert.y wit.hout receivin~ a valuable or adequate
consideration thereJor which was to take ef'f'ect in possession or enjoyment Ilt or lif'ter his death?
(Answer yes or no)
(a) Was there tiny possibility that the property transferred might return to transferer or h.is
est.ate or be slIb.1ect to his power of' disposition? (Answer yes or no)
(ll) \'i'hat was the transf'eree's age at time of' decedent.' s death?
(5) Did decedent in his lif'etime make any transfer without. receiving a valuable and aflequate consideration
theref'or undpr whi~h transf'eror expressly or impliedly reserves for his life or any period which does
not in faet end llef'ore his neath:
(n) The possession or enjoyment of or the rig;ht to income from thf.' property transf'erred?
(Answpr yes or no)
(h) Tlw right. t.o designate the persons who shall possess or enjoy the property transf'erred or
i Tlcome there from? (Answer yes or no)
(f;) If' the answer t.o (5) (ll) above is in the af'f'irmative, state whether th(~ right was reserverl in decedent
alone or oUters
(7) Did decellent in his lif'etime make a transf'er, the consirieratjon for which was transferee's promise to
pay income to or for the benet'i t of eare of' transf'eror? (Answer yes or no)
(H) Dill decedent, at any time, transfer 'property, the benefieial enjuyrnent of' which was subject to change,
heciluse of' :t reserved power to al tel', amend, or revoke, or which could revert to deeedent under terms
of transf'er or by operat-ion of' law? (Answer yes or no)
(!-J) If' the answer to (1:1) above is in the a:l'firmative, was the power to altpr, amend, or revoke the inter-
est. of the beneficiary J'esf~rve(l in the dpcedent alone or the decedent and otllPrs'?
(Answer yes or no)_
NOTE 1: TI--,e answers to these questions should be supported by af'fidavit hy the attending physician as
well as a copy of' the (leath cel--t,i ncate.
~OTE 2: If answer' to ,wy of' the above questions is yes, set fortl) heiow a dcscJ'iption of the property
transferred, it's Jnir market value at date of' death, dates of' transf'ers and to whom trr-msferrerl, with
relationship of' transf'erees to decerlent, jI' any. Submit copy of' any trust deed or instrument, if' trans-
f'ers are claimed to be non-taxable, also submit detaileil st.atement of' facts on which said claim is based.
NOTE:i: List apI1licahle property helow in manner .in whieh provtde.-l in Schedules A, il, or E.
ITEM
liESCHIPTION
MARlillT VA],EE
(Es ttma ted)
DEPT. VAIJJAT ION
(Dept. Only)
THERE ARE NO ADDITIONS OR CORRECTIONS TO THIS
'0 ,"we, A' ''"vt""e,
FrLED,
Na~
Insert this totJtl opposite "Transfers", Schedule "e" in the
"As Report8d" Cf) 1 umn on the I as 1. Jl'lg;e of this return.
--
. \lCC-3~ (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF'
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other~ are involved, set STATE YES IN ESTATE
wise, in estate) forth this facL) OR NO III RTH
AI"" "" "1> Tn THl'~ ~ HEDULE A~ PREVIOUSLY f LED
-
I
,
h
Deponent further says that all the above-named bene:ficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
---
~ ...,
St/ll""'l
~<'ll::
~. C
.~. S
.5 ~ ;::I
E~-
"00..0
<( E."
~ 8 ~
o ~
~tit:
" " 0
~ E go
f"! i>:
Real Property
Personal Property
Transfers
SUMMARY
(Sch. "A")
(Sch. "B")
.u (Sch. "e")
(1 )
(As Reported)
(2)
(As Determined)
Gross Taxable Estate
$
$
$..
$
$
$
$
$
$
$
$
$
t- '0
Z ~
~ til ~
oj ~ ..l
~ - ~
:>< ,L. " <(
til ~
c:l ~
CJl -
- <(
<: oj Cli
p:; '" '2
"" ...
0 " ...
"" ..::
'" <: '" til <(
~ :I: ;.,
til ... t- ~ Q
~ :t '" <: S z
0 0 t- O;
Z t- CJl "" ...:
'" til ~ t-
~ 0
0 ~ Cli
c p:; 0
0 til ...
:p !W til
oj !: ~ ~ Cli
J::: 0 c
~ ::; ~ j::. 0
'2 0 ~
'E --, ~ S
;::'"0 " <5 <5
::::~ ..l U U
RCC"\38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
~ ~~~.
",.!,' f(~~~'\
":~'" - t- "M-. .. '~
lIl'ft1~" <1<"'.'...". ~~.~
~,~ ,,' ~-:~~~,
". -,--
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRlTTIONS: This schl'dllle must disclose IlII property, renl an'l pel'~onal, ..2.::-:!H-'d !L~_____...:"~~_. olntly
with anuther or others, including intanp;ibles, stnnding in the nfll\W of' the rh~c('(h~nj "Hid oUI('~'". LIst
real ('S1<'1t0 first. as entireties, or joint tenants, giving brief rleseriptinn, as indlcidf'd IInrlpl' S.hedule
"..\", plus the (lat.e Hnd place of' record 01' instrument effecting vestitlll'P, LlIt do not ill<'lude ('nt'I,,'t1es
or nut of St.~lt(' real estolte value in estate v,duation column. Personlll property shouJrl he liste'! as i,n
Schedule "B", pIllS date of HcquiSition, and t.he tHillle, Ildrlress ann relationship (if' any) of' Co-owners to
the decedent.
: "x'V'
; :xx: Y><
:x Y><?)(
Description of' Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of' Record of Instrument, where Real Estate.
Y>< ~ AA AAW <<: <<X: ~ ~ <%% y> y
& W~~<X> :x 0~ && ;:g.~:x
. .
uni.t
Value
percentage
Share
ES ta te
Valwl.tion
DEPARTMENT
C AVTION-Do
In This
VAl,CATION
not WrIt.e
SpRee.
Value of'
Decedent's
Int.erest
<%~
X
Value of
Entire
property
THERE ARE NO ADDITIONS OR CORRECTIONS TO HIS S HEDULE AS REVIOUSLY FILED,
Insert this total opposite II,Jointly Owned Property", Schedule "E"
in the" As He lorted" colUiml on the lust lHlfl;e of' this return.
,
N U"'--'-.-
-----
Ceunty, Number and Name
Cumberland
I]
H
RCC.39 (8-77)
Estate Name
Rvan.
(LAST NAME)
"RifW:'ll"if
(FIRST NAME':)
T
(lNIT(AL)
Ii
I-
I
I
SUMMARY
File Number
21-78-127
Date of Deoth
Februarv 28. 1978
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
I
I
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tox Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the reo! and personal property as reported in the foregoing return ot
the values set forth opposite each item in the last column to the right in Schedules HA", US", "C", and "E".
Doted:
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 have 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 "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
ADJUSTMENTS
INVENTORY VALUE AS APPRAISED !COOE (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ I 00+ 92+
Personal Property (Schedule B) 11 771 I hI, 10+
Joint-Held Property (Schedule EJ 20+
Transfers (Schedule C) 30+
TOTAL GROSS ASSETS
Less Debts and Deductions 40. 93-
(SCHEDULE FJ
CLEAR VALUE OF ESTATE $ 11,773 64
Valuation of life estates or
~
PRINCIPLE
FACTOR
VALUE
r~
I
annuitles....................._ $
r=
J=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax an $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
CODE
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
15%
.
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
TDTAL TAX
$
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
1=
$
BALANCE DF INHERITANCE TAX DUE
Add interest at rate of 6% from
$
'0
AMDUNT DF ESTATE TAX ASSESSED
Estate tax paid
$
$
$
1--
,
$
~
BALANCE DUE
Add interest at rote of 6% from
to
$
TOT".l. TAX n.ALANCE
PAi _..__
$
S
Supplemental Code.: (FOR USE IN H.\Rr'!-:iiid,G OHi. Y)
48-Adj ustmcnt
49+Adju5tment
56-Annuity
6O-Life L:lot.
92+Rct'llC1inde,' Appraisal
');: ...I~cmaLld,. - D..,dudion
93C-Chmity
94-Rcmaindcr Rc~idoe
96-Success i ve
Life Estate
FOR USE GF "i.'CelSIER ONLY
------
NOTE: Where ,uh
some ShO;ik
ADJ us n~ E NTS
t',,;..,
justn', (. mode fO the obovf: computation of to-x by the Register of Wills for proper reason,
..3 b(.'l~".-. with :lOrt explanation. '
en;
E- ...J
Z "0 <<:
'" 0 VJ
~ " -
" ::;; " <<:
'" "
.... OJ u e<:
VJ " 0...
r-- - ""
N -< Il.
M 0: " ~
I Il. 'E
CO Il. U;. " 0
r-- 0 ,. Z
I "' <<: "' ;;, <<:
M :I: :I: i;J
N f-< :;: f-< '- en E-
~ "
0 g; - '" M " 0:
Z E- O E- M '" 0
U;. Vl ..... Il. Il.
0 r.1J ::c ~ '"
0
F""? 0: P- o:
S .e
.:2 '" -
'" -
- E- u .~
" E- '"
~ ~ "
- <<: 0
en ::;; ~ "
'E 0 ,., ~
-
:=fE '" "
- ;j 0
''''''\j " 0
""<<: ,.J '..J U
. .
<C<C~D[8j
C:CNB BANK. NA.
MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND PENNSYLVANIA 17070 (7171 238-Q841
DATE MAY 9,1979
RE:
GENTLEMEN:
The following is a list of accounts that we have in our bank.
TYPE OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE
ACCR. INT.
SAVINGS
002-101268-7
4/11/77
$9915.74
$54.00
AS OF FEB.24,1978
NAMES ON THE ABOVE ACCOUNT
EDWARD L RYAN OR NELLIE M RYAN
If we can be of further assistance, do not hesitate to write.
Very truly yours,
[~ (F2;<~ P--:~~
. Dorothy Morrette
Savings Department Head
REV.5IB (3'79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLE:A$E
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
Jane E. Davidson, Trust Officer
CCNB Bank, NA
21st and Market Streets
Camp Hill, PA 17011
(Executor or Administrator)
In Re: Estate of
Edward L. Ryan
Cumberland
County - File No. 21-78-0127
Dear Ms. Davi dson:
You are hereby notified that the origin~1
appraisement in the estate of Edward L. Ryan
has been filed in the office of the Register of Wills of Cumberl and
County on July 16, ,19~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
none
II .773.64
none
none
$11.773.64
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
July 16. 1979
,0
" r-,
r-.
-'--\:~J~'J
Signed (
Title Admini~trrltivp Offirpt"
NOTE: This is not a bill.
-----
REV-484 fa-H}
-County,' Number end Name
File Number
21-Cumberl and
21-78-0127
SUMMARY
Dote of Deoth
t:stnte Harne
Ryan
(LA,ST NAME)
Fphrll"ry ?u _ 197R
Edwa rd
(FIRST NAME)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
L.
(INITIAL)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
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", "B", "C", and liE".
\,\,
Do'!':..d:
July 16, 1979
, "] --
(~7'-"?'---,::_)
~
\.1,---->--_ \,/ i,---,,,,.
INHERI~CE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
" '~he undNsignc-d duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully r~port that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lessN amount is set forth in the last column to the right in Schedule .'F", which greater or lesser amount represents the sum
allowed as a deduction.
Doted:
REGISTER OF WILLS
bODE ADJUSTMENTS
INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONt VI REMAINDER APPRAISEMENT CODE
Real Pnmerty (Schedule A) $ nonp 00+ 92+
PersomJf Property (Schedule B) 11 . 77~ 1,:;1. 10+
J'.Jint-:'!.}ld Property (Schedule E) nnM~ 20+
Transfers {Schedule Cl non~ 30+
TOT:XL GROSS ASSETS .'1 T7> I,:;u
Less Debts and Deductions 40- 93-
{SCHEDULE Fl
CLEAR VALUE OF ESTATE
Valuation of life estates or
-"'--
PRINCIPLE
FACTOR
onnuities....................._ $
t=
VALUE
I~
t=
I
ESTATE TAX ASSESSMENTS _ $
E.Q..BJ::!...S~ OF REGISTER ONLY
Tax on .$
Toxon~;_
Tax on $
Tax Oil S
Tax on $
Exemptions
Toto I Estate
~
COMPUTATION OF TAX
~
2%
6%
15%
$
$
$
$
$
.
TOTAL TAX
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
..ess 5%:>f tOY if paid within
~ m onlh" after deoth
$
$
E
$
lALA" '" OF INHERITANCE TAX DUE
~dd i, r,:'~'r at rote of 6% from
$
_'_~___~_._~ '~o
lMOUrH OF ESTATE TAX ASSESSED
:statr~ fox naid
$
$
t=
$
BALANCE DUE
.dd i;~~ ;,,,,,'7 ~H f"t~. of 6% from
'0
$
I
$
TOTAL TAX BALANCE $
PAID $
>uppJr'nentol Code.: (FOR USE IN HARRISBURG ONL Y)
48--Adjustment
49+Adjustment
56-Annuity
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Rema inder Residue
96-Success i ve
Life Estote
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason
same should be noted below, with short I!"xplanotion. ' -f '
t- ....l
Z ." ""-
~ OJ 0 (/]
. -
" ::;0 " ""-
0.> 0
;>-< OJ u Ot::
(/] 0 0.
- Q
""- c..
Ot:: " ""-
0. "- "0 0
c.. '"
0 c 2; Z
"' ""- "' III ""-
:I: :I: OJ ;.,
f-< OJ f-< t- a: " en t-
O ::c c "
~ IJ. ""- III " Ot::
Z t- O f- -' 0.> 0
"- (/] :I: I- 0. 0.
0 OJ " OJ ~ OJ
I- 0- .0 0
r"'? Ot:: III eo eo Ot::
3 III ::J ..c
.S OJ -
" u u -
- t- LU '"
'" t- o.>
~ ~ :<
- ""- 0
en :2 ~ "
"" 0 ;., 0
- a
.~ 0.> "
::::eo - " eo
.~.", " 0 0
""""- ....l U U