HomeMy WebLinkAbout07-24-78
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
,lU_
RCC-33 (4-73)
RESIDENT DECEDENT
\ ()- \ '-I .-
- -1
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'itenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late of
Cumberland
Pennsylvania
Cumberland
} AFFlDA VIT OF
EXECUTOR
:.wMI:iiQs:'NmtlOK
County
IRENE D. PIPER
(STATE FULL NAME OF DECEDENT)
County of
} ..,
State of
~~N)(*WX
Harriett Po Brenneman
of the estate of the above-named decedent being duly sworn, depose S
Executor
and SClY S
Decedent died
March
2
, 19~J testale leaving a
(y EAR) \j{.1e~!C
lost will, copy of which is hereto attached. }
(MONTH)
Nome and address of attorney or }
other authorized representotive to whom
all correspondence should be moiled.
(DAY)
James
1 W.
R. Humer
HighSt., Carlisle,
PA 17013
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
(EX ECUTO R-ADMINIST RA 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 SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
The First National B~nlr T.,."n" n Din".,. - - -
9 Big- Spring- Ave.
Newville. PA 17241
That the contents of said safe deposit box or boxes are itemized
with the exception' of the following, for the reasons hereinafter set forth:
A,B,E
under Schedules 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 conntry, 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 promis sory 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 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 f'amily corporations, the values reported are as f'ar as
possible substantiated by financial statementG 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 f'orth 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 f'air and just appraisal of the decedent' 5 interest
therein must be submitted. It should also SEt f'orth in itemized f'orm, together wi th the fair market value
thereof', any other propert)' owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof' sets f'orth a true answer to each inquiry
contained therein and in the case of' transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take ef'f'ect in possession or enjoyment at or
after death, sain schedule sets rorth the nature and value of such propert)-, to whom transferred, the
relationship of' the transf'erees 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 pCJssession or enjoyment at or after death, there is also attached to the schedule a conY
of the deed, trust agrl'!ement or other instrument creating the trust. Therl'~ is also set forth in said
schedule fl 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-
m~nt vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a COllY of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and adnresses of all
persons beneficiall y :interested in this estate at the time of decedent's death, the nature of' their res-
pective interests, tlJeir relationship, if' any, to the decedent, together with the ages at the time o:f
decedent's death of' all minors, annuitants and bene:ficiarles f'or life under decedent's Will. It also
contains a statement showing; which of' the beneficiaries namen in the decedent's will, if any, aied prior
to decedent, the dates of' their death, their issue, tuln 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 1.n the name
of' the decedent and others, plus the date and place of' record of instruments ef'fecting the vestiture of'
real estate and the date of acquisition of personalty, plus the name, address and relationship, if' any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed ror ann. on behalf of this decedent's estate, incluning funeral expenses paid;
family exemption, where applicahle; costs of a.dministration of this estate; counsel f'ees and fudiciary' 5
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 decedent; debts and claims owing and unpaiil at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of' collateral 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 approvriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed Bnd sworn to before me this .....2.r:.:.d.....
day of . M<:lY
,
c,_,j/~~$.~~~M~..
(ar\is~e. PA II
....19."...?~.
/
.~;..;;'~mi:....L:...f....,((.....'t..:,~:/t.,L,lJ, ,LJ ........:...;f..~..;M........._...
(Executor-Administrator)
...R..,.P.,J,~ht..:r.l~.Y.1?JJ~
(Street Number)
.J3.9.t+.tlJg..$p.:r;i,JJg~....I.)A..l.7.QQ.7..." .
(City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed llre
filled in with details or the word "None", and in case the a.ssets include rare and unlisted securities,
securities of close or f'amtly corporations or an interest in any co-partnership or business, that the
data ann st.atements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Sunnnary" has been properly completed as above-directed.
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 encumbrances upon each parcel at death of 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 an Schedule "E,")
The real property locatsd In the Commonwealth of Pennsylvania should be
described by lot and block numb.r, .tr.et and street number, togeth.r with
a general ducrlptlon of the property, with a ref.rence to the record of the
conveyance by which the decedent took title; If a farm state numb.r of a~
cr.s; also statement of mortgage encumbrances upon each parcel at death
af decedent. Taxe., asse..ments, accrued Inter.st on mortgages, etc., are
to b. Ilst.d on Schedule IIF" and must not be deducted from this schedule.
House and lot of ground situate on the West
side of Big Spring Avenue, in the South Ware
of the Borough of Newville, Cumberland
County, Pennsylvania, having a frontage of
44 feet and extending at even width a depth
of 137.4 feet, being improved with a two-
story brick dwelling known as No. 109 Big
Spring Avenue, Newville.
For chain of title see deed of Myrtle M.
Elliott, widow, to D.M. Piper and Irene D.
Piper, dated 11/28/55 and recorded in
Cumberland County Deed Book 16 "V" 585,
conveying a tract 44' x 180'. The said
Donald M. Piper died 12/12/55 vesting title
ln Irene M. Piper by survivorship.
LESS, However, the western portion of said
tract having a large brick building used
as a coffee roasting plant, conveyed to
Robert G. and Helen M. Highlands by deed
dated 5/22/56 and recorded in 17 "E" 75.
Appraisal made 4/11/78 by Ira K. Gleim,
Pennsylvania Inheritance Tax Appraiser
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
6650.00
Insert this total opposite "reol property", Schedule "A" in the X X X X X
"As Reported" column on the last poge of this return.
(2)
13\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ESTIMATED
MARKET VALUE
35,000.00 ),"'--$35,000.00
35,000.00
$35,000.00
FCC -35
RESIDd: I DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*
COMMONWEALTH OF PENNSYLVANIA
TRANSFEIl INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time or his death. Property owned by the decedent jointly with another or others
must bp 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.D.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the f'act 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 in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or f'iduciary in sain capacity, partnership interests, interest in anyundistributed
estate of' or income f'rom any property held in trust under the will or agreement of' another, eVtm 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
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write 1n
this space)
1. Household goods and furnishings as
appraised 4/11/78 by Ira K. Gleim, Pa.
Inhr. Tax Appraiser:
Kitchen
Living Room
Vestibule
Guest bedroom
Rear bedroom
Back porch
Basement
.Garage
~ 1971 Chevrolet Cpo Monte
Carlo, Title #C21804606,
Mfrs. #138571B132364 1200.00
75.00
500.00
25.00
150.00
250.00
20.00
100.00
0.00
2320.00 ~/
2,320.00
2.
21 Sh. Penna. R R COl, 10.00 P/V
Ctf. # 5149522, dtd 11/17/64
31.50
31. 50
3. .
5 Sh. PP&L, 4 1/2% PFD, Ctf.
dtd 11/17/64
The Farmers National Bank of
PA, Checking Account
NP 33390
()
Newville,
51 1/
257.50
'../
257.50
4.
66.11 ,...--
00.11
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of' this return.
x X
2675.11
2,675..11
/~.,'<t"";;"
J:;.:(; \;'\\ ..-:~," \.
1[', .:>oi;;.' 'f;"'~ ;.:.:
1,# '').",rl''-'~I
\\\.." .....i;
~~f"
WAYNE WOOD, President
MERVIN J. MORRISON, Cashier
THE FARMERS NATIONAL BANK
No. 9588
OF NEWVILLE, PENNSYLVANIA 17241
CAROLYN H. KOUGH, Asst. Cashier
MARY E. KELSO, Asst. Cashier
May 1, 1978
Hr. James R. Humer
1 ;;!est High street
Carlisle, Pa. 17013
Dear Hr. Humer:
The" checkin~ ac~nt of Irene D. Piper
had a balance of $66.1~s of March 2, 1978. This
is the only account Mrs. Piper had in our bank.
Very truly yours,
/'4 ,,-<:cfr-:-2/-. ~~dL
~ssistant Cashier j"
RCC-36
COMMONWEALTH OF PENNSYLVANIA
THANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
.
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of' any material part o:f,hls estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) NO
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(3) If the answer to (1) or (2) above 1s 1n the affirmative state:
(a) Age of decedent at time of transfer N / A
(b) State of decedent's health at time of making the transfer. (Note 1).
(e) 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 therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)~O______
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death? N/ A
(5) Did decedent in his lifetime make any trans1'er without receiving a valuable and adequate consideration
there1'or under which trans1'eror expressly or impliedly reserves 1'or his li1'e or any period which does
not in 1'act end before his death:
(a) The possession or enjoyment of or the right to income 1'rom the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(6) If' the answer to (5) (b) above is in the aff'irmative, state whether the right was reserved in decedent
alone or others N/A
(7) Did decedent in his lif'etime make a transfer, the consideration f'or which was transf'eree's promise to
pay income to or for the benef'it of' care of' transf'eror? (Answer yes or no) No
(8) Did decedent, at any time, transf'er property, the benef'icial enjoyment of' which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of' transfer or by operation of law? (Answer yes or no) K No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiarx reserved in the decedent alone or the decedent and others?
(Answer yes or no) NO
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of' the death cert,if'icate.
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 transf'ers and to whom transferred, 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' facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPT ION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
None
NONE
Insert this total opposite "Trans~ers", Schedule "eft in the
"As Reported" column on the last page of' this return.
RCC-37 (12-63)
COMMONWEALTH OF I'ENNSYYLA~IA
TRANSFER INHERITANCE TAX
RESIDENT DECEDE~T
SCHEDULE "D"
BE"IEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP I SURVIVED
(If step-children or DATE INTEREST OF
,State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
lave an interest, vested, contingent or other. are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO 1lI RTII
First United Presbvterian soo.on
Church
Newville PA 17241 I
i
Harriett P. Brenneman Dauuhter Yes Over 21 Residue of Estate -
R.D.I. Shirley Lane ,
--_._---
Boiling Snrings. PA 17007
-- j I .-
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- -_.
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Deponent further says tlHtt all the above-named benef'iciaries are living at this time except below:
-
NAME DATE OF DEATH RESIDENCE
.
None
---
--.'-----...
~ "
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oi@ ~QJ S
Os ~E
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SUMMARY
.(Sch. "A")
(Sch. "B")
(Sch. "C")
Joint Property (Sch,E)
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
$
$
$.
$..
$..
$
(2)
(As Determined)
$ 35,000.00
$ 2,675.11
$
$ 27,296.33
$
$ 64,973.44
~
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~ 0 . ..... ea 0 =:
Q ~ S ..c 0
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
~. d "fpr
RCC-43 (4-71)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
08UPhln Oepo81. ... & True. CotIpMV
~1~ M.~~.t S+'reet
W."rt .b~jrg.. g.RR8y.1V...s..
11105
~/ - 1 r - (' .1..3 &,
ZIP CODE
Pennsylvania Department of Revenue
Bureau of County Collections
Gable Building, 3rd, Floor
411 S. Second Street
Harrisburg, Pennsylvania 17127
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act
of 1961, we herewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT
18 15 513 ,
NAMES ON ACCOUNT OR
INVESTMENT
Irene D. Piper or Harrlet P. Brenn.-.n
DATE OF DEATH
"'rch 1,1178
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR
109 8. 81g Sprlng Avenue
ADDRESS Newille. Pe.
Irene O. Plper
COUNTY
ZIP CODE
,ft..,
~
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
HlI1'rtet P. Brenn....
ADDRESS
Unknc.....
RELATIONSHIP TO DECEDENT
Oeughter
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED
Novellber 21,1975
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $
'''76.3J
\} Or-V"" c,ffi,0c
Signature
Jo Ann C. Staver
Aeeletent ManegeI'
Depoelt Account Serv1cee
TITLE
p~I'I~
-----
RCC-38
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "En
JOINTL Y OWNED PROPERTY
INSTRlJCTIONS: This schedllle must disclose all property, real ano personal, owneo by the rlecedent jointly
with anuther or others, including intangibles, standing in the name of' the decedent and others. List
rl:'al estate first, as entireties, or joint tenants, giving brief description, as indicated lUlder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but 00 not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of' co-owners to
the deceden t.
Description of' Property, Date of Acquisition, Name unit
Address and Relationship of' Co-Owners, and Place Value
of' Record of Instrument, where Real Estate.
~~ ~ iY ~~g&x>:82::S1f( %:~
'YY Y 'Y\.:xx:5&- 5<S: ~ & ex :xy ex
%:
~o<>\:So
percentage Estate
Share Valuation
~Y>~:s8~~
:5&-&~:88:s?:~
Irene D. Piper or Harriett P. Brennem n, daughter
1.~2l0 Sh. The First National Bank
of Newville, Pa. Ctf. #1432
dtd 8/8/75
57.50
2/
The First Na~nal Bank
C/D #AR196~td 2/12/73
12 mos., Int. 6%
of Newvil e
1150.
3.,/The First Natismal Bank
C/D #AR1337~td 4/5/76
12 mos. Int. 6%
of Newvil e
5000.
4.
2863.97 Sh. Wellington Fund
8.3E
5.
Dauphin Deposit, ~nk
CIA #68 85 5l3~ (Joint 10/77)
,
1/2
1/2
all
1/2
all
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
6,037. 50~ 2)" 7{,tJO
/
575.0'0 )/JO. OtJ
34.50 tq, aU
.,.//
5,000.00
275.00:::/ '
12,000. 0 ~ ::.,0001 "7
3,376.3 ......---
Insert this total oppo~ite ",Joi.ntly Owned Property", Schedule "E"
in the" As Reported" column on the last page of' this return.
27.298.33
6,037.50
575.00
34.50
5,000.OC
275.00
12,000.03
3,376.30
$27,298.33
9Z Ye4dA~!J8~ eyA~
ESTABLISHED 1863
NEWVILLE. PENNSYLVANIA
17241
June 6, 1978
James R. Humer
Attorney At Law
1 We at High Street
Carlisle, Pa. 17013
Gentlemen:
Please be BBvized in the Estate of Irene D. Piper that
both certificatea were iaaued to Irene D. Piper or
Harriet P. Brenneman with principal and interest at the
date of death March 2, 1978, as follows:
~... V
C. D. # AR 196 6% $1,150.00 Interest paid $69.00i 1/
c. D. # AR 1337~ $5,ooo.0~ereat of $275.00. /'
Any further queation mav be directed to my attention.
Sincerely yours,
THE FIRST NATIONAL BANK
~==-k~~
Thomas E. Gsell
Cuhier
\
<
(717) 778-31"'8
D
Dauphin Deposit Bank
and Trust Company
MAIN OF"F"lCE: 213 MARKET STREET, HARRIS8URG, PENNSYLVANiA 17105
717/255-2121
Member Fedfflf'41 Deposit InsUMnce Corpor/Jtion
May 2, 1978
James R. Rumer
Farmers Trust Building
1 West High St.
Carlisle, Pa. 17013
Re: Irene D. Piper
March 2, 1978 Deceased
Attn: James R. Humer
Dear Mr. Humer:
In regards to the above mentioned, we submit the following information
as of the date of death:
Checking account #68-85-513-3 balance $3,376.30
Checking account joint with Harriet P. Brenneman
If we can be of an.y further assistance, please do not hesitate to
con tac t us.
Very truly yours,
g,..4.~"1.<'vCJ!c": tu n..I.I.'.l~.L
Donald E. Cromwell
Assistant Vice President
DEC/lml
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
Harriett P. Brenneman, Executrix
(Executor or Administrator)
In Re: Estate of
Irene D. I'iper
Cumberland
County - File Na. 21-78-0136
Dear Mrs. Brenneman:
You ore hereby notified thot the original
approisement in the estote of Irene D. Piper
has been filed in the office of the Register of Wills of Cumberland
County on August 21 ,191L, Said appraisement reflects the following
valuations:
Real Estate $35.000.00
Personol Property 2.675.11
Transfers -0-
Jointly Owned 27,298.33
Total $64,973.4',
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 deoth,
interest at the rate of six (6%) percent per annum is chorged.
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
Estote T ox Act of 1961, 72 P. S. 2485.1001, P. L. 373"
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Dote August 21, 1978 Signed, )..", c; J\'._~1&_c
Title Chief Appraiser
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Note: This is not 0 bi II.
R C C-;. (2-64)
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
August 21, 1973
COUNTY
Cumberland
FILE NO.
21-73-0136
Wh Irene D. Piper late of Ne'oNille
ereas,
Cumberland
in the County of Commonwealth of Pennsylvania, having died on
the 2nd day of ~1areh 19 73 , 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 decedent after
t.he expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Dncrlptlon 0' Auet Values Made 'or Inheritance
Tax Purpoles
REAL ESTATE $35,000.00 $ 3.5,000 ~I
PERSONAL PROPERTY 2,675.11 2,675 11
JOINT-HELD PROPERTY 27,298.33 27,298 33
TRANSFERS -0- -0-
TOTAL ESTATE $61+,973.44 '.64 973 44
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Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con.
formity with law on this 21st day of August 0) ~,o 19~.
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Appnliaer
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Hllrr~sourg
(!"oft Oftl~)
, Penna.
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