HomeMy WebLinkAbout10-12-78
-,'
R cr,'3 3 ('-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
~_.'t.aLt . "_
..-
.,
RESIDENT [IECEDENT
n
\~.
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'ienue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
} AFFIDAVIT OF
EXECUTOR
~
IN THE MATTER OF THE EST ATE OF
Ruth M. Wolfe
(STATE FUI..I.. NAME OF DECEDENT)
County
County of
Pennsylvania
Cumberland
}"
Sttlte of
Decedent died
of the estate of the above.named decedent being duly sworn, depose S and sayS
April 20 19~{t..tate leaving a last will, copy of which is hereto attach.d. }
(MONTH) (DAY) (YEAR) iXliJaH:1i
Name and addr..s of attorney or } Charles H. Stone, Esq.
other authodzed repres,entative to whom
011 corresp,>ndence should be mailed. 310BridgeStreet,NewCumber1and,Pa. 17070
Geraldine F. Wolfe
Executor
~KX
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
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 REI..ATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S..FE DEPOSIT BOX IN NAME OR NAMES OF HOI..DERS 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 detai I 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 pos ses sion, s tanding 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 interes t thereon, if any, down to the last interest day pricor 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, boa ts, and any and all other personal chattels of whats oever. 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 the date of death, bonds and accrued interes t 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 thEe 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 nusiness.
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's interest
therein must be submitted. It should also set forth in itemized form, together wi th the fair market value
thereof, any other property 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's
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 cony
of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set f'orth 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, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, 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 lif'e under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's 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 tn the name
of the decedent and others, plus the date and place of record of instruments effecting the .estiture 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 detatl 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 f'ees and :fudiciary's
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 unpaid 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 appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
_ml_o.~ dy:QEr m ....m.m 19Z~m..
.~')<'\lv.>. UA m~ ~ . .m... ...... .
1 -
.......,~..C.~..d&2.yZ.:......3....:..t...~..~~.................._..
(Executor~)c
516 Market Street
.....................................................................................................................................'
(Street Number)
New Cumberland, Pa. 17070
........,.......................................................................................
(City 0'1' Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and scherlules annexed are
filled in with details or the word "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 paragraph above relating to Schedule "8" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-rlirected.
RC C-34 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INI-tERITANCE TAX
RESIDENT DEI:EDENT
SCHEDULE uA"
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 on Schedule "E.")
The real prope,'ty located In the Commonwealth of Pennsylvania should be
described by lo,t and block number, street and street number, together with
a general descl'lptlon of the property, with a reference to the record of the
conveyance by whi ch the decedent took title; If a farm state number of a-
cres; also statl3ment of mortgage encumbrances upon each parcel at death
of decedent. "axes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In th Is space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VALUE
NON E
J ? .<.--v-~ 0
/' " (j '--"----
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.
Bee -35
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRt'h"lSFER 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 wi th another or others
must be lbted 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.O.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 furnishings, books, 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 dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
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
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
300,()()
1. Miscellaneous household goods and personal effect
$ 300.00 1,
690.82 t
264.85 I
6- 9 (.~ f ':Z
CCNB Bank, N. A., checking account No. 970-496-6Y
having date of death balance of I
!
3. U. S. Government Savings Bonds, Series E in the
name of decedent and a deceased sister as follows:
~;75 .00 dated January, 1965 - K281690E and
$100.00 dated January, 1963 - C427421911E
2.
(' ...r"
:)- 6 '/, 0-)
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
$1,255.67
-, ,--, C '
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-I
11cc-36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE .,c"
TR:\.NSFEIlS
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
recl~iving 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
oth'~rs (including a spouse) in joint ownership? (Answer yes or no) no
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent's health at time of making the transfer. (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 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)
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from 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 affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his 1 ifetime make a transfer, the consideration for which was transferee's promise to
pa:}!" income to or for the benefit of care of transferor? (Answer yes or no) no
(8) Did. decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
bec:ause 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) 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 beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or 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 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 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
DESCRIPTION
MARKET VALUE
(Es Uma ted)
DEPT. VALUATION
(Dept. Only)
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
RCC-37 (12-63)
COMl\lONWEALTII OF PENNSYYLANIA
TRANSFER I\THERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
h
I .-
BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED I
(If step-children or I DATE INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other- are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Geraldine F. Wolfe ,'I VP<> 100'<> 1 entire estate
516 JMarket Street --..
New Cumberland, Pa. 17070
---
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Deponent f'urther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
----,------ ..-
RCC-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRlJCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th anuther or others, ineluding intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated Imder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do 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 decedent.
Description of Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1. CCNB Bank, N.A., Certificate of Deposit
No. 2458 in joint names of Ruth M. Wolfe
and Geraldine F. Wolfe, daughter of
decedent; Certificate was made joint on
April 28, 1971. Date of death value:
$3,700.00 ",,/
2. Accrued interest on Item 1 - $27.24 ~.
50%
,//
1,850.00 v
I f ']-0,0(.
50%
r
13.62 v"
/,b';
3. CCNB Bank, N.A. Certificate of Deposit
No. 2832 held jointly by Ruth M. Wolfe
and Geraldine F. Wolfe, daughter of
decedent; Certificate was made joint on
June 18, 1971. Date of death value:
$10,000.00 v
4. Accrued interest on Item 3 - 2.78 ~~
J.~ 000." (J
50% 5,000.00 V.
'Ji
50% 1.39 . t.
7.
CCNE Bank"M.A. Certificate of Deposit
No. 2469~held jointly by Ruth M. Wolfe
and Geraldine F. Wolfe, daughter of
decedent; Certificate was made joint on
July 30, 1971. Date of death~ue.
$1,300.00 "
Accrued interest on Item 5 - $58.69 /
CCNB Bank, savings account #001-000742-~
originally opened under the names of
Claude Wolfe or Ruth M. Wolfe. On Feb.
22, 1965 the names were changed to Ruth
M. Wolfe or Geraldine F. Wolfe; date
of death balance: $22,372.77,,/'
50%
650.00 v/
29.35/
{,., 5-0.0(1
~.9. )J
5.
6.
50%
8.
/~'
Accrued interest on above account- $56.40
./
CCNB Savings account #001-000743-3 was
originally opened under the names of
Dorothy Wolfe and/or parents. On Feb.
22, 1965 the names were changed to Ruth
M. Wolfe or Geraldine F. Wolfe; date of
death balance: $12,315.30 v'
50% ,.// J/) lfG, ) {
11,186.39
",/ ~ ~-..1. (,'1
50% 28.2b
9.
50%
6,157.65 ...-
f:./1?1,65
10.
/
Accrued interest on above account-$3l.l3
50%
15.57.. ........
/.." )-7
11.
CCNB Bank savings account #001-000744-lV/
was originally opened under the names of
Geraldine F. Wolfe and/or parents.
On Feb. 22, 1965 the names were changed to
Geraldine F. Wolfe or Ruth M. Wolf~; date
of death balance: $13,899.52 ~
.,,/
Accrued interest on above account - $35.13
50%
6,949.76 .....'"
I:, 94'1: %
12.
50%
17.57"/
'7, >:
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
R C C-38
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
Page 2
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This seheo.ule must disclose all property, real ano. personal, owned by the decedent Jointly
with another or others, including intangibles, standing in the name of' the decedent and others. List
real estate first, as entireties, or Joint tenants, giving brief description, as indicated Imder Schedule
"A", plus the date ano. place of' record of instrument effecting vestiture, but 0.0 not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus nate of acquisi tion, and the name, address and relationship (if any) of co-owners to
the nec:edent.
Description of Property, Date of Acquisi tion, Name uni t percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
."eO"d of In"te~"ot, .lo""" Roal E,tate.
13.
All that certain tract of real estate
situate in the Borough of New Cumberland,
Cumberland County, Pa. known as 516 Marke
St., New Cumberland, Pa. and being more
particularly described in the deed record d
in Cumbo Co. Deed Book J, Vol. 9 page
159 and being Lot #124 on the general pIa
of lots of the Borough of New Cumberland.
Said property was conveyed from Ruth M.
Wolfe to"Ruth M. Wolfe, widow and
Geraldine F. Wolfe as joint tenants with
the right of survivorship and not as
tenants in common" by a deed dated March
10, 1965 and delivered to Geraldine F.
Wolfe but unrecorded at the time of
decedent's death. Decedent's interest is
valued at one-half and valuation is based
on 4 times the assessment for 1978 of
$4,300.00 or $17,200.00/J"
50%
14.
U. S. Government savings bonds, Series E
all registered in the name of Mrs. Ruth
M. Wolfe or Miss Geraldine F. Wolfe: ~'
$100.00 - January, 1962 - #C4002265498E-$1~3.56~
50.00 - January, 1960 - #400335l8l3E - a8.00./
50.00 - January, 1961 - #400335l8l4E - a3.74~~
50.00 - January, 1964 - #L400335l8l5E- ~5.20-~
50.00 - January, 1944 - #400335l8l7E - lb6.78~~
50.00 - July, 1943 - #400335l8l6E - 139.06
50.00 -January, 1958 - #400335l8l2E - ~2.82 "'/
25.00 - September, 1943-#Q4005754766E- :>9.53 \.. /'
25.00 - June, 1943 - #Q4005754767E- )9.53v
25.00 - November, 1942- #Q4005754768E- :>9.77",/
25.00 - December, 1943-#Q4005754765E - )8.39,;-
25.00 - March, 1944 - #Q4005754764E- :>8.39"
25.00 - December, 1944- #Q4005754763E- )6.15 L/
25.00 - August, 1944 - #Q4005754762E- )7.24\;[,. 50%
TOTAL
Insert this total opposite ",Jointly Owned Property", Schedule "Eft
in the ft As Reported" column on the last page of this return.
;/'
8,600.00
If'S ,..,("
"(/'/."1/
.834.33
'""
41,333.83
DEPARThffiNT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
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CUlVlBE~~~f,J~D COUNTY
NATION..A.L BA1"'K A.."\TD TRUST COMP~ry
BRIDGE NEAR FOURTH
NEW CVMBERL.ANO, PENNSYl..VANIA
---.--- --.-
References to' Cumbeiland County National Banl(
llnd Trust Company in this document should be
deemed to be references to CCNB Bank, N. A.,
the new name of the Bank.
September 22, 1978
","""'- ~,'
Stone, Sajer & Stewart
310 Bridge Street
:New Cumoer1and, PA 17070
A~ENTION: Charles H. Stone
RE: Estate of Ruth M. Wolfe
Gentlemen:
In response to our telephone conversation yesterday regarding the
ownership of three (3) savings acco~~ts for the above noted decedent,
we submit the following corrected information as of date of death,
A:;?ril 20, 1978.
/'
t/
Savings account #001-000742-5 was originally opened ~.der the names
of Claude Wolfe or Ruth M. Wolfe. On February 22, 1965, the names were
changed to Ruth M. Wolfe or Geraldine F. Wolfe.
/
Savings account #OOl-000743-3vwas originally opened under the names
of Dorothy 'VTolfe and/or parents. on February 22, 1965, the names were
changed to Ruth M. Wolfe or Geraldin~ F. Wolfe.
;/
Savings account #001-000744-1 was originally opened under the names
'of Geraldine F. Wolfe and/or parents. On February 22, 1965, the names
were changed to Geraldine F. Wolfe or Ruth M. Wolfe.
We are sorry for any inconvenience we may have caused for not
reporting this information in our original reply.
Very truly yourst
, -----:7' i./ 2 '~
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J.~~~::/:t~
"'R, S. S~'?:phens
Deposi~Operations Coordinator
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. The enclosed informa't;ion is all that
~nformation provided. Whe 'b" could be located based on the
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~ns ~tut~ons, all information in our .s~o./.. ~Ll~~ nature to financial
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TO:
Stone, Sajer & Stewart
310 Bridge Street
New C~berland, PA 17070
..
Re:
Ruth M. Wolfe
Name. of Decedent
;
The following is a complete record of the above decedent's accounts
as of
April 20, 1978
Date of Death
Account No.
Type of Account
Balance on Date of Death
Pri nci pa 1 I Accrued Int.
Names on Account!
(All Owners)
Date of Creation
of Joint Owner-
ship
JI-000744-l
no-496-6 i /1
. 2458 //1
2832 ./ I
Savings
$12,315.30
Savings
$13,899.52 ~ $35.13 ~
$31.13 ,..-/
$56.40 ~/"
Ruth M. \,V'olfe
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-'
001-000743-3
JOI-000742-5;
Savings
$22,372.77
Ruth M. vlolfe
') . 5/;, l : I ,
r: ,. ).
~uth M. Wo~~~ 'I'.~ .
.' 6 ".. ,"
Ruth M.'\lolfe
Checking
Cert. of Deposit
Ruth M. Wolfe
Geraldine F. Wolfe
April 28, 1971
Cert. of Deposit
Ruth M. Wolfe
Geraldine F. Wolfe
June 18, 1971
2469 V
Cert. of Deposit
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Ruth M. Wolfe
Geraldine F. Wolfe
July 30, 1971
R. S.
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RCC-39 (e-es)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of WOLFE
(Last Name)
RUTH
(Firs t Name)
FILE NO.
M.
Oni ti a1)
DATE OF DEATH April 20.
1978
REPORT OF INHERITANCE TAX APPRAISER
I, thE: undersigned duly appointed Inheritance Tax Appraiser in and for the County of
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 "E".
Dated:
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:
f n
I A-, -,
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o '7- '-7 't'
(I. - J<'YV" p,
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REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint - Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS APPRAISED
$
$
annuities. . . . . . . . . . . . . . . . . . . $
Valuation of life estates or
EST A TE TAX ASSESSMENTS $
t=
t=
t=
FOR USE OF REGISTER ONLY
Tax on $_
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Es ta te tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
COMPUTATION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
t=
$
$
~
L-
$
C
L-
~
$
$
TOTAL TAX BALANCE $
PAID $
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 explanation.
FIEV-5IS (S-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Geraldine F. Wolfe =
516 Market St.
NQW CUmQ9rland, Penna.
(Executor or Adm ini strator)
In Re: Estate of
Cumberland
Ruth M. Wolfe
County - Fi Ie No.
21-78-0267
Dear
Original
You are hereby notified that the
appraisement in the estate of Ruth M. Wolfe
has been filed in the office of the Register of Wills of Cumberland
County on 7 December I 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
1,255.67
None
41,128.58
42,384.25
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 dnys 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. 37}.
12-07-78
Date
Signed
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Title
r.hip.f ApprAiRp.r
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Note: This is not a bill.
R C C-2 (2-641
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE \ l -2_ tz -1 E
COUl'o~Y C>..A.-..",-l-~rg.~-41
FILE NO. '"2- \1. '2', - \..) -""2. b 1
Whereas, \Z \.A..;--8L _ {V,,,' lA..:J 4~ late of N. L>..J-"tr.,,~...JU--JZ-e-_~C
in the County of C ~--l.,.JL--jJ--<:,--&-, Commonwealth of Pennsylvania, having died on
the ~c:d::::t- day of ~,,',-,~JL 19.::t.g,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, \/\....<: (-::::> .Q-,"-. . .. , 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
the 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
Description of Ass.t Vaiu.s Mad. for t nheri lance
Tax Purposes
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