HomeMy WebLinkAbout12-03-79 (2)
R C C-S ~ (.~'7 3)
21-78-268
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
/::/ ..J /7 j'
'*
")j 7t ~ )
~. ~ I'}~. :~- (.
RESIDENT DElceDENT
COUNTY OF CUMBERLAND
IMPORT ANT:
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 Rellenue, <Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
Pennsylvania
} AFFIDAVIT OF
EXECUTOR S
Jt\r)lIUmSlrx.~
County
IN THE MATTER OF THE ESTATE OF
ELLA G. FAIR
(STATE FULL NAME OF DECEDENT)
County of
Cumberland
Richard L. Currey and Robert E. Currey
of the estate of the above-named decedent being duly sworn, depose
} '"
State of
Executor S
t~~~~l}(
and say
Decedent died
May
2
, 19~1 ~estate leaving a lost will, copy of which is hereto attached. }
( YEA R) ~~~)(!!l@
(MONTH)
Nome onld address of attorney or }
other authorized representative to whom
011 corres,pondence should be mailed.
(DAY)
Richard D. Walker, Esq. and James R. Humer, Esq.
3408 Rutherford St., Harrisburg, PA ]7111 and
I W. High St.~ Carl~le, PA 17013
That as such Executor S deponent is familiar with the affairs of said estate and the property constituting
(EX E CU TO R-ADMIN I ST 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 S..FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
None
That the contents of said safe deposit box or boxes are itemized under Schedules - - - of this return,
with the exception.of the following, for the reasons hereinafter set forth:
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 pos session, 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
gi \ling al so separately the accrued interes t thereon, if any, down to the last interest day primT 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 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
It:ss than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time,
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest t'Jere is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness.
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 with thH 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 effeet in posseSSion or enjoyment at or after death, there is also attached to the schedule a COllY
of the deed, trust agreement or other instrument creating the trust. TherR is also set forth in said
schedule 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 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, cheir relationship, if any, to the decedent, together with the ages at the time of
decedent's death of' all minors, annuitants and beneficiaries for life under 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 in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estflte and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-o~mers to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed f'or and on behalf of this decedent's estate, including f'uneral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and f\ldiciary'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 ami 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 agt'eed 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
estimat"d amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the
s_",y.~ t/ d
~~ ".-/ /. L!:~7'
;Y-
~~r1fll,;1;':~-~----
~?g.tJ......~.~.c:).P'.....g..~~E.~.....~......2.?J..2.....W..?:E.!..~!.?:...,A.v e .
(Street Number)
tI.'1.IX.:t.:5..pgX.K.L...P.A............. ....H.?.r.r..:i..:5..P.~.r.g.,......P.A
17112 (City or Town and State) 17112
f
, .:;Po (,-L
Subscrlbed and sworn to before me thIS. ....~~.............t.L...
-'-YZtryuL--Y1'1./~
.....................i.....t.... ..'"'' ..... .... day of~t:J)t4~.l3,(J.!................19..z.~......
I" .' /J
I ~ . ../1 ,/ ";/7 /) i. l'1
............~~./!(Aj~kC.~o/.(/!...Jt..,.yt-.dLL~... .................
t':,,' .~,~..l PtJr'!~~
r;~v C-:'T~.r/~;("''r' r"'i:re: "jl 1\ ~
(..rli~,~,\'A"." -'. ,',:~.b"l:~nd (~w,::,
NOTE: Be fore sIgning affidavl t make sure all blank spaces in the affidavi t and schedules 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 re'lui reo under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C-34 (4.73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEtn OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER 'INHERITANCE TAX
RESIDENT [tECEDENT
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 os tenant .in common with another or other, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule ClE.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together wi th
a general ducrlptlon of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
cres; also stlotement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed cln Schedule "F" and must not be deducted from this schedule.
(1)
(2)
(3)
DE PA RTMENT
VAL.UATlON
CAUTION
(Do not wr It.
In th Is space)
ASSESSED VAL.UE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VAL.UE
All that certain lot or piece of ground
situate in the Township of Silver Spring,
County of Cumberland and State of Pennsyl-
vania, bounded and described as follows,
to wit:
Bounded on the south by Trindle Road, on
the west by road leading from Trindle Road
to New Kingston, on the north by land now
or late of H. M. Bare estate, and on the
east by land now or late of Harry P. Myers
and Nora S. Myers, his wife.
Having thereon erected a one-story frame
dwelling house and a two-story garage,
known as 942 W. Trindle Road, Mechanicsburg
Pa., 17055 Public Sale Price
For chain of title see deed of Dean H.
Failor and Edna M. Failor, his wife, to
Roy G. Fair and Ella G. Fair, his wife,
dated June 2, 1955, and recorded in
Cumberland County Deed Book 16 "L" 541.
The said Roy G. Fair died
thus vesting title in Ella G. Fair by
survivorship.
6640.001/
/
39,000. Oat,
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reponted" column on the lost page of this return.
4- ie',! ,:L('t.. c-(
,
--"~J;ft'
PCC -:35
RESID,ST DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
.~
l~. :'. t\
.', ,::: . '-~
COMMONWE\LTH OF PENNSYLVANIA
TRANS~~R INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of' his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "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 f"urnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certif'icates, cash on hand and in bank,
stocks, nmrt.gages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of' or income f'rom any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe f'ully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.
Net proceeds, public sale of household
goods
5,242.35'
2.
Commonwealth National Bank
Checking Account No. 142 342-050-2
351.52r'"
3 .
CCNB Bank, N.A., Sav. Acct. #006-0454 24-b
Accrued Interest to 5/2/78
1,537.506"
6.28 ,/
4.
US Government E Bonds
L 658010034E - Nov. 1965
L 725777871 E - June 1968
C 469050818 E - Nov. 1966
68.72/
62.16
134.96/
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of' this return.
x X
7,503.49
'7~1/ {),3 if 9
j
C<C~~(E3
.
.
MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND PENNSYLVANIA 17070 (717)238-0841
CCNB BANK. N.A.
JAMES R HUMER
ATTORNEY AT LAW
FARMERS TRUST IDILDING
ONE WES~r HIGH STREEI'
CARLISLE,PA 17013
DATE OCTOBER 12,1979
RE: ESTA TE OF ELLA G FAIR
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.
59-11L519 3/10/76 3/10/82 . $1000.00 $177.60 - Vt.J ~\J I.. . E
CD
SAVINGS 006-0L5L2L-6 1,637.50 6.28
AS OF MAY 2,1978
NAMES ON THE ABOVE ACCOUNT
ELLA G FAIR
If we can be of further assistance, do not hesitate to write.
Very truly YOUTS,
-/ J //
.' (Yz-!>.c.-,::,-., /'??<1 y,<, ' /Zo:_
,/
Dorothy Morrette
Savings Department Head
. 1.... ,.,.. ~..-
Rcc-~,6
Ct)MMII\'N1::/\LTH OF PENNSYL\-ANIA
TltA.:\"FFH. INHFIUTANCF: TAX
SCHEDULE "c"
TR\NSFEltS
ItSS ITW\T DFCFDENT
(1) Dirt rt i
ece' ent, within two years of'death, make any transf'er of any material part of' his estate, without
receiv ing a valuable and adequate consideration therefor? (Answer yes or no) No
(:.n Dirt decedent, within two years of death, transfer property from himself to himself and another or
n t hers (inclndi ng a spouse) in joint ownership? (Ans wer yes 0 I' no) No
un 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).
(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) No .
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subj ect to his power of disposition? (Answer yes or no) 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 andartequate consideration
therefor UTl(ler which transferor expressly or impl iedly reserves for his life or any period which does
not in f'fl.Ct end before his death:
(a) The possession or enjo~ent of or the right to income from the property transferred?
(Answer yes or no) r,O
(b) The right to rtesignate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(G) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) D1<l decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Dirt rtecedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which cOllld 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) No
NOTE 1L: The answers to these questions should be supportert by affidavit by the atteTllling physician as
well as a copy of the death certificate.
NOTE ~~: If answer to any of t)1e 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 ~I: List app!icable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es lima ted)
DEPT. VALUATION
(Dept. Only)
None
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
l'Yuru)
!~~-~~~i~~
,
LAST WILL A~D TESTAMENT OF
ELLA FAIR
-.r"'
BE- IT'~JOWN HEREBY, that I; ELLA FAIR, of the
Boro'Jgh or He'd~!anicsbIJrg, COIJnty of C1lmberland, State of,
Pennsylvania, being of sonnd and disposing mind and memory,
do hereby make, pllblish and declare this .to be my Las t~Ji 11
and Testament, hereby revoking and making nlJll and void any
and all last wills and testaments and codicils thereto by
me at any time heretofore made.
I nominate, constitllte and appoint Richard L.
Olrrey and Robert ClJrrey, or the s'Jrvivor of them, to be
my Exec1Jtors of this my Last Will and Testament.
I order and direct my Execlltors to sell my real
estate as soon as conveniently possible.
I give, devise and beq'leath One Third (1/3) of the
residlJe of my estate to the living brothers and sisters of
my deceased h'lsband, Roy G. Fair. However, in case Edgar
Fair sholtld die before I do, th~n I give, devise and beqlJeath
his share to his wif e and children. In case Haze 1 f.1cCan s lin
sho1l1d die before I do, then I give, devise and beq1Jeath her
share to her. chil dren.
I give, devise and be~leath the remaining Two
Third (2/3) share to my brother, Charles E. Shaffer, Sr.
of Harrisb1!rg, Pennsylvania and my sisters, Margaret E.-
OJrrey at Penbrook, Pennsylvania and Kathryn M. Black ot
Harri sbllrg, Penns y 1 vania, in eq1la 1 shares. ~
IN WITNESS ~~EREOF,
set my hand and seal this
I, the said ELLA FAIR, herelJnto
day of July, A.D. 1962.
c' -
L-.
~ -Ik ~~ cWJ6
(SEAL)
ATTESTATION: This instrllment was by the said ELLA
FAIR on the date thereon signed, pnblished and declared by her
to be her Last;W:.ll and Testament, in Ollr presence, who at her
reqllest and irit.nEr presence and in the presence of each other
have ns:c'lnto 's',bscribed O'lr oanes as wi tnesses.
c;;;,,1 . t/"J A:2 "
~/'~~.d./ ~ }/,;;/ ~-~~--.v?7~
7~/~J~j .
22/-t~~ )1 U/~~~~
/
...703
~ . _.....pO :,....... J,~' :-_~ .--..,....~.). ~:.-:;;...-':/~:~dt"l'\:.:.. ':;-'::'~~~ii.+~,..J~~:~jj}r;::'?'~'~""'~!!i~' t, :~'t.J~/r~..:"':it~~1t~r'l~~~!i~.fto--\::>";f. ~:,~W~~.if~'~;"'~~~t~;"~":.1i~ ~:....-;o"i" ~(.,.y~'~
. - --' -. ..... ~'~'''~1:'''''''' "4.,,:.Jf~).....J.'t' ,;;r'd~<t... ,,--s"/'.-l:t.....%~...iI....'?r.,G ;..,. " ',;.......;:'t..... Il,.!........,.. ~ ,'#':".. 't.... s..~... '''{-J"' I.,.. 'to . ~ ~.'
:: :. ~ .: -.,..... . ~..-~>.\.;,~ ;~~. .~c .~.,.,~>~.....'-""j ~~......:.},t~ ~.j}~ t....:. .>.....\..~ --"':...;~~.~~~J.-.". (~/-- :i,s:.:,;:;~-{..~~~7~}w&.~~''''i;vi.:1~.....~:$.-:J\~~...1:.c ':tl:"-"~.~" ~ ." "'>(} ,~
.....-----,--'__~_,..-.:..~n~~;.:_",z~2.-:~. ~~~:::::'fb1;~~~~~f~~~!.~".~~..~.1~~,,~ .' ......~~~~~,.~.I_ ".l"~\~~, /~~:-:J _" _.~'...,.;.... Jl:r~ ...., .....
RE V-453 (8-78l
COMMONWEAL TH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDE"H DECEDENT
SCHEDULE "D"
BENEFICIARIES
I
BENEFICIARIES AND ADDRFBSES RELATIONSHIP
(State full names and addresses of all who (If step-chilmen or SUR VIV ED DATE INTEREST OF
ha ve an interest, vested, contingent or other- iIlegitima te children DECEDENT OF BENEFICIARY
wise, in estate) are involved, set ST ATE YES BJRTH IN ESTATE
forth this fact.) OR NO
BrotherSF-. Si<:::'tpr<::: n-F Dr'" r. "C..,~". deceasp(
---~--
A. (Deceased) EdQar Fair Brothp.r-in-1::tli No
Lillian Fair, wife, dece. sed 1/72 No
-
l. Edna Group. dauQhter Niece Yes N/A 1/1?A
Idavi11e, PA 17337
2. E. Harry Fair. son Nenhew Yes N/A 1/1?A
309 N. Baltimore Ave.
Mt. Holly Springs. PA 1 065
3. Orie Fair. son Nenhew Yes NIA 1/126
R. D.. 2, Gardners, PA 173 4
4 . Edith Fair Warren.dau. Niece Yes N/A 1/17("
R. D. 2, Gardners, PA 173 4
5. Kenneth Fair, son Nephew Yes NIA 1/126
R.D..2, Gardners, PA 173 4
._--
6 . Clair R. Fair, son Nephew Yes NIA 1/126
254 W. Willow St. ,
--
Carlisle, PA 17013
7. Richard Fair, son Nephew Yes N/A 1/126
-.
P.O. Box
Biglervi11e. PA 17307
B. Grace Toddes, sister Sister-in-law Yes N/A 1/18
R.D.6, Gettysburg,PA 173, 5
-"---..<<
C. Hazel McCauslin, sister Sister-in-law Yes NIA 1/18
Bendersville, PA 17306
-.
-_.~-
D. Edith Fair, s is ter Sister-in-law Yes N/A 1/18
Bendersvi1le, PA 17306
Continued on Page 2
Deponent flHther says that all the above-named beneficiaries are I iving at thi s time except below:
NAME DATE OF DEATH RESIDENCE
See PaQe 2
REV-453 (S-7S)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDE'lT DECEDENT
SCHEDULE "0" (PAGE 2)
BENEFICIARIES
,
BENEFICIARIES AND ADDRESSES RELATIONSHIP I
(State full names and addresses of all who (If step-miUlren or SUR VIV ED DATE I INTEREST OF
have an interest, vested, contingent or other- illegi tima te children DECEDENT OF BENEFICIARY
wise, in estate) are involved, set ST ATE YES BIRTH IN ESTATE
forth this fact.) OR NO
E. Ruth Hoffstadt. sister Si"TPr-;n-l::llAT Yes N/A l/lR
u
32 Old Hook Road
Westwood NJ 07fi75
F . Glenn Fair, brother rother-in-law Yes N/A 1/18
2506 Penbrook Ave.
.~-,
Harrisbun! . PA 17103
Charles E. Shaffer, Sr. Brother No
"-',-.'-
1. Charles E. Shaffer. Jr. Nenhew Yes N/A 2/15
715 Oberlin Rd.
--
Harrisbun! . PA 17057 --
2. Nalden K. Shaffer Nenhew Yes N/A 2/~_m
12 Sunrise Drive. Lisa ake
.~--",""
Middletown, PA 17057
Margaret E. Currey Sister No
-----'"._.._._~
1. Paul E. Currey, Jr. Nephew Yes N/A 2/15
-______v
12 Pearl St. , Colonial ] ark
Harrisburg, PA 17109
2. Richard L. Currey Nephew Yes N/A 2/15
M'h_
4906 Loon Court
Harrisburg, PA 17112
-,--
3. Robert E. Currey Nenhew Yes N/A 2/15
---_.-
6216 Warren Ave.
I --
Harrisbun!: . PA 17112
I -_._-....
i -_.--_.~
Kathryn M. Black Sister No -I Lapsed, deceased
i without issue
Deponent further says that all the above-named beneficiaries are living at this time except below:
-
NAME DATE OF DEATH RESIDENCE
E d 2 a..I:........8~ ; r lQf)Q
Lillian Fair Jan. 1972
Charles E. Shaffer, Jr.
Margaret E. Currey
Kathryn M. Black
.,il'/;Pff:~;~<':J7,;ft?f;;;;!,'?f(~~ty~; .
:'\.'.~.~j~'~':::~~Yl~.)\"?h~~1~' ::~;~.~~..~';~lf*<}J._~l~t~'~.;.:
..
r 0 :E ~
~ r
....'4.. r
~ ~ ~~~ Ii ; . I
0 CD "ll a _ J z
0' Q N Ul )> ~ · c c
CD ;:Y -< S z a
z a c
l-i O-l ~ : I -
c+ ::l CD ~
1-'- Ul
tzj 0 (;:- I-'
. Ul O-l I-' Ol
o' d -.J ~
~ w9
~ ~ ~- 4) N z
. I 0 (;iN
IN :;J f3 ~ -..J
l-i '" /?;; '"j ~
~ w
CD O-l I x
~ ~ CD 1-" N 0
O-l l-i N O~
. ::<, -.J z
P. .&::- 0
.
I-'
-.J t"l:I "r1
0 O~ ~
I \n. t:j
~
n \n. ::>:l
~ >
::>:l I'"'
.., ~ Z C'l
::;; ~
c 0
n ~z:S8;g~ '"
c::
> ~"'~Z~-< \.J.J ~ ~
..,
~ t"l >"''''m> ~ ~ OJ
c:: ~:z;lmZX'~ ~
",,,,0 c:: r'm c
0 ~ ~
-< 0l0-< ~ ~
m . Ol-<c::m> ~
'" !;1cii;a~'" 0
r' N i5
> ~ (J~
~0:<0::: ~
z '" ~
0 mm "'> 00
"'z"'~ :::
t"l :::I::o~",
0 ~ ~ ~c:o
c:: ~~z2~ '"
~ c::>
z ~ Z
~;> ~~;;j;;j ~ -< [JlZ
~"T'l""O - ...,~
z::i ~ -<tl rnrn > ~i
>" ..."'''';;j ~
..,0 >->'" - 0 ~
-'" z '"
ON ~:o.,,>o ~ ~
Zm ~;;j;;jz ~ ~
>0 ~
r'~ \\ ;:J:Z"'>",
coG o Cl:::"'m
>~ ::: >~;:J 0
Z.... ~C!>,.; ;>
~c:: ~
'" "'-';;jZ ~ ~~ I:
jl:m >"''''
Z ::S0~00
0 zm ;,.."
.., c1(3' ~ ~
'" -~~~~ -.l ~
c: Z-ItTLmV; . ~ ~
'" z
'" ;;J:-'Olt"l \n. z
",:/'>Ot"l 0 c ~ Z
t"l c.;~~~~ 0 ~
, ~""r.'tc ,I ~~h;:.-t; 0 ...;i:>:(3", 0 ~ ~ .,:
.,. ~l.\. ~ 8
"~{J.,r'~;:' ~ " o~~;:: ~ ~ Ul :r
;,. :;;~~60 '"
z > ~ ..
,1'" -< ;;jotl~~ ~
"''''. en CD
.,....
:1.~'S.:.~~;~~::.:~ l~Li~ ~. ~--I' ,L~" ~.. n_;;.-=-.;:-~\,::,
':';:t;~' ,
.l..i...._"!'.. I'"~ ',,1 ::~.rt.: ~~~)~.:~~', f: 'l~r...-
RCC-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the (lecedent jointly
wi t11 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 lmder Schedule
"A", pItiS 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 dece,ient.
Description of Property, Date of Acquisition, Name
Addres.s and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
H
Unit
Value
percentage
Share
Estate
Valuation
DEPART1lliNT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
~ntire Decedent's
Property Interest
CCNB Bank, N.A.
C/D # 59-114519 dated 3/10/76
due 3/10/82 ln names of Ella G.
or Robert E. Currey
Accrued Interest
Fair
1000. 50%
177.60 50%
500. .r
88.80 ~
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
s it. po
REV-41l4 (1l-71l)
County, Number and Name 21 - Cumberland
21-78-0268
SUMMARY
"':umber
>)f Death 05/02/78
,ct,~ Name Fair,
(LAST NAME)
Ella
(FIRST NAME)
G.
(INITIAL)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERITANCE TAX APPRAISER
"<1 undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
f . . '!(~nio, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
<>et forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
January 31, 1980
~ ~
vft1J'I C:{;t G. j y/wru)
r/ INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
>H',~unt is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
J a deduction.
REGISTER OF WILLS
- --.-
CODE ADJUSTMENTS
NTORY VALUE AS APPRAISED (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
dule Al $ 39 000 00 00+ 92+
Schedule B) 7 503 L.Q 10+
(Schedule E) 'l88 80 20+
C) None 30+
ASSETS 47 092 2Q
uctions 40- 93.
I
F ESTATE
'WE
Rf' ':;che
Per" :"c,perty (
Joi. 9r:Jperty
Tn :S'.hc,dule
,_ GROSS
le: :>G Oed
,:'-iJLE F
Cl \j'/\LUE 0
Vo
: life estates or ~ PRINCIPLE FACTOR VALUE COD'"
. It " " . . " . " " . " . " . . " . . . " $ t= ~ t
$- [
fAX ASSESSMENTS r
ann
ES
Fe. ,,.~. REGISTER ONLY
Tax
To:<
To,'
Tax
la'
Exc, 'i.j,lS
To ,a,'
~
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
15%
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
*
TOTAL TAX
$
L.
3 "
l.ess tax previously paid
BALANCE
, 'f' x if poid within
( , "'.' death
$
$
t=
$
BA.
Ad,
UF INHERITANCE TAX DUE
I rate of 6% from
$
'r:)
$
c
d
$
$
AM
Es"
ESTATE TAX ASSESSED
to
$
$
TOT AL T AX BALANCE $
PAID $
BALANCE DUE
Ao . ,," rate of 6% from
51 . j Codes: (FOR USE IN HARRISBURG ONL Y)
;:~tment
, "':':llent
"'/
6O-life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Success i ve
Life Estate
ADJUSTMENTS
:::. OF REGISTER ONLY
Imf E: 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.
REV-51B (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
Richard L. Currey
4906 Loop Court
Harrisburg, PA 17112
Robert E. Currey
6216 Warren Court
Harrisburg, PA 17112
(Executor or Administrator)
In Re: Estate of
Ella G. Fair
Cumberland
County - File No. 21-78-0268
Dear Mr. Currey:
You are hereby notified that the original
appraisement in the estate of Ella G. Fair
has been filed in the office of the Register of Wills of Cumberland
County on January 31 , 19 80. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
39,000.00
7,503.49
588.80
None
47,092.29
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
January 31. 1980
Signed
~!I1I)dAO-J ..)rfYLLJ
Title Appraiser
NOTE: This is not a bill.
REV-457 (8-78)
DEPARTME~JT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRiSBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERrrANCE TAX
APPRAISEMENT
DATE _
COUNTY
FILE NO.
January 31, 1980
Cumberland
21-78-0268
VJhereas, Ella G. Fair late of Mechanicsburg
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 2nd day of May 19!L , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra L. Stone ,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 reservesihe right to appraise and assess transfer inheritance taxes at the lawful collateral
rate on any sue!1 future interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
T ax Purposes
I Real Property $ 39,000 00
Personal Property 7,503 49
Joint-Held Property 588 80
Transfers None
Gross Assets 47,092 29
Have been duly sworn according to law, I do hereby certify; that the above appra' ement is made in conformity
with the law on this 31st day of ~ ') 1-. I 19 B.O..-.
-( I ,f: ) /
"
Appraiser
(Number and Street)
Harrisburg
(Post Office)
, Penna.