HomeMy WebLinkAbout12-21-78
RCC-S3 (4-73)
.' "7'
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
'*
->
IMPORTANT,
~~1' t+ ~ I~ -:;1:- ;? 07EVC 2 1 ~Ol!JNTY OF Cumberland
. ..lL. 'v Iv
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'\tenue. (Section 703 or the Inheritance and Estate Tax Act of 1961,)
RESIDENT DECEDENT
IN THE MATTER OF THE ESTATE OF
AMOS B. SWEIGART
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
~
Late of
Cumberland
County
State of Pennsylvania
} ."'
County of Cumberland
Esther I Harris and Albert H. Harris
Executor
X~X
of the estate of the above-named decedent being duly swornj depose
and soy
Decedent died May
(MONTH)
Nome and address of attorney or }
other authorized rep~e-sen'ative to whom
011 corresponden,ce should be moiled.
18
(DAY)
. 19~{te.lta'e leaving'~ las' will, copy of which Is hereto attached.,}
(YEAR) ~
Charles H. Stone. ESQ.
310 Bridge St., New Cumberland, Pa.
That as such Executors deponentis familiar with the affairs of said estate and the property constituting
(EXE CUTO R-ADMINISTRA 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: -
NA~E AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S.4.FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception' of the following, for the. reasons hereinafte~ set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fnlly 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 valu~ 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 pers~n 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 dec~dent's deatJt in all oJher case~s; allbon~ds, postal
savings, trea~ury certificates or notes and other evidence of indebtedness of the U';it~'d St~tes to th"e de-
cedent; all obligations, whether .by statute or agreement they are designated at tax fre~;1 of the United SUites.,
" ..' ~. ... - 4r .-"
or any ,state, or political subdivision thereof, or of any foreign. country, which are owned1at.the time of death;
all weadng apparel, jewelry, silverware, pictures, books, works of art, household fu;~iture, h~r~es,.carriages,
automobiles, bo~ts, and. any' ~nd all other personal chattels of whatsoever. kind or nat~re~ 1!ft ~y~ 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 d'eath, and all promissory notes or other'instrurrients 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 estimat~d 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 ~y decedent; all annuity and endow'ment contracts
the proceeds of which were payable upon the death of the d~cedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of de~th, 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 a t such time.
'.
In the case of' securities of close or family corporations, the values reported are as far as
p~sslble substantiated ,by financial statements ~f 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 1s annexed to
said schedule, financial statements she'wing the assets and liabilities of said co-partnership or D,uslness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting fo~th 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 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' 5
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 co~y
of .the deed, trust agreement or other instrument creat.ing the trust. Therl~ is al.so 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 or appoint-
ment vested in decedent, either individually or jointly, by t1:le will, deed, or other instrrnnent of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of Rll
persons beneficially interested in this estate at the time of decede~t'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. 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 Sc~edule E attached hereto and made a part hereof sets forth all property, re~l 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 estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc~edule.F attached hereto and made a part hereof sets forth fully and in detail all debts
and de~uctions claimed for and on behalf of this decedent's estate, ~ncluding funeral expenses paid;
family exemPtion, where applicable; costs of administration of this estate; ~ounsel fees 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 Inheritan.ce and Estate Tax Act); together with a statement of collaterai 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 deb~ 15 less than the
estimated amount claiming and allowed, that the same will be repdrted 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", nB", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this . ...............................
.................1 S ~ day' of December. .. ..19.!.i....
" .~~
.......~n~u.A. ............
Notary Pu~ 'FUb u
. .';. Gae,nk' 23, 1978
N,y Corr. N"'" tlC . . . '-nd c.un!)
New C~mtieri'nd. Pa, C. ,0
~ v? J~'
........ ." '( .;ecut~;:~~..._..
420
Fourth Street
............................................................ ............................................_._~...__..
(Street Number)
New Cumberland, Pa. 17070
.................................................-.........................
(City or Tow" aM State)
NOTE: Before s,igning affidavit make sure all blank spa,ces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of ~lose or fam~ly corporations or an interest in any co-partnership or business, that the
data and statements requirerl under the paragraph above relating to Schedule "B" ar:e attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
('
1...___.;........'"--__...._.____. ...<","_ 'm'
RC'C.34 (4.7':~)
COMM~VlEAL TH OF PENNSYLVANIA
DEPARTMEN'T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
, TRANSFER INHERITANCE TAX
'RESIDENT DECeOENT.
SCI:IEDUL/= "A"
REAL PROPERTY
-
Real property in Pennsylvania, wilh 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 loeated In the Commonwealth of Penh-sylvania should be (1) (2) (3)
described by lot and block number, .treet and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUA TIOM
conveyance by whlch the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TED CAUTlaM
cres; also statement of mortgag8 encumbrances upon each parcel at death DECEDEMT'S MARKET VALUE (00 no' write
of d8cedent. TaKe., assessments, occrued Interest on mortgages, etc.,are DEATH In thl. space)
to be listed on Schedule "F" and must not'be d_oducted from this schedule.
. N D\lt,
N 0 N E
^
,
,<': "
. ".>
,
.
Ins!>rt this total opposite "real property", Schedule" A" in the X X X X X,
"As Reported" column on the last page of this return.
NONE
N'llf)Q...
, ' . RCC-33
.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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 "~". Intangible personal property, titled in the name of the decedent, but
payable at death tQ another or others, including but not limited to P.D.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not. of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
gOOds, and 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 estat.e or f'irluciary 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 anothe~, even though
located outside of' the State, at the time of death, should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe fully VALUE MARKET VALUE (Do not write in
this space)
1 Miscellaneous personal effects 100.00 V ",. 100.00
2 The Drovers " Mechanics National Bank of York
(York Haven State Bank), Checking Account 1,243.60,......... ..- la'i~.LDD
No. 54-402-33 )
3 U. S. Series E Bonds as fo11ows;
Bond No. Date Issued Amount ~u\-:,,~1
I
$41.77 v' ~
Q1861~20998 November, 1960
Q1861343431 December, 1960 41. 87 ./
Q1865853740 December, 1960 41.87./
Q1870547000 January, 1961 41.87"""
Q1870525858 January, 1961 41. 87 ,./'
Q1880884173 February, 1961 41.87 ~
Q18 71126 721 February, 1961 41. 87
Q1880904586 March, 1961 40.90 -:-
Q1885378160 March, 1961 40.90/
Q1885397879 April, 1961 40.90 ......-
Q1885799280 April, 1961 40.90 ,;-
Q1889077882 May, 1961 40.90 ......-
Q1889095111 May, 1961 40.90/'
Q1895626784 June, 1961 41. 00 :;:
Q1896080964 June, 1961 41. 00
Q1896101415 July, 1961 41. 00/
Q1899664654 July, 1961 41.00/
Q1903854846 August, 1961 41. 00,:/
Q1903854847 August, 1961 41. 00
Q1904840l50 September, 1961 40.79 ,/
Q1904840151 September, 1961 40.79/
Q1909587150 October, 1961 40.79 ,/
Q1909587151 October, 1961 40.79 "
Q1914445600 November, 1961 40.79 /
Ql914445601 November, 1961 40.79 ;"
Q1918454707 December, 1961 40.89 v
Ql918454708 December, 1961 40.89 v
Ql928655302 January, 1962 40.89 v
Ql928655303 January, 1962 40.89 ./
Q1932691496 February, 1962 40.89 ;"
Q1932691495 February, 1962 40.89 0/
Q1936863194 March, .1962 39.89 ,,-
A1936863195 March, 1962 39.89 ,/
Q1937463800 April, 1962 39.89 ,/
Q1937463801 April, 1962 39.89 /
Q1941216283 May, 1962 39.89 ./
Q1941216284 May, 1962 39.89 ./
Q1945750781 June, 1962 39.99 ... .
Q1945750782 June, 1962 39.99 ,/
c. ^._~ ~"o1.
Insert this total opposite npersonal Propertyn, Schedule wBw in X X ~q5lt,. ~1
the nAs Reportedn column on the last page of this return~ I
,.
: 'J
Series E. Bond:~f
,
.. ~
Q1952412872
Q1952412873
Q1956442900
Q1956442901
Q1958091508
Q1968091509
Q1968119761
, Q1968119762
Q1972290756
Q1972290757
Q1983786535
Q1983786534
Q2168790906
Q2168790907
'Q2172672562
Q21 726 72563
'Q2176489098
" Q2176'48909,9
Q2176716082
'Q2176716083
Q2184955006
Q2184955007
Q2185239825
'Q2185239826
Q2190672702
Q2190672703
Q2202564898
Q2202564898
, ...
11-.,..,..... .'Or
t ~~ ',~,_;,t, ....
.? .
..
~ I
,
'-~. ,",_a
, SCllEpUL~ ,B1CONTINUED
,
.
,
,--
,
. .
( '''\~. I_
.;.... ..a4i
,:" ~. f
. "
July, 1962
.' July, 1962, .
," :Augus t, 1962 'l, ~ "J
A;;gust, 1962'
September, 1962
September; 1962
,October, 1962
October, 1962
NOvember, 1962'
November, 1962
December, 1962
December, ,1962
January, 1966
January, 1966
February, 1966
',:February, 1966
March; ~'1966
March, 1966
April, 1966,
April, 1966.
May, 1966
May, 1966'
,June, 1966
June, 1966
, July, '1966
, July, 1966
Auglist, 1966
August, 1966
, .
TOTAL PERSONAL PROPERTY
,-;t"
"
"-~..
~.
r\.....:t .o' ,." f" ." - -
,.. . ';- - '. '.,-~ i \ ~ ~ ~
;;- . .J. ~......;,. \.
~,
\1, 'r' .'
), \d
'" ' I
. T "'..' ...
.'---
~+,-" I'
f'
,-
l_ i +"
" ,
. :.t
,
{ ,'i:
, .
39.99'/
39.99
39.99 /
'3 ./
9.99
39.01 -'
39.01-'
39.01~
, 39.01
, 39.01.....
39.01/
39.16 .....
39.16 ......
34.47,,,
34.47 .....
'34.47......
34.47'" ,
34.47 ;-
34.47./
34.47./
34.47/ ,
34.47./
34.47/
33.74 './
'33.74'
33.74/
33.74/
33.74//
33.74
$2,613.27/
$3,956,87
~~ ;,
,I
....... ...
\
RGG-"36
COMMO~\,{EALTII OF PENNSYLVANIA
TRi\.NSFFH INHEIU1'ANCE TAN
SCHEDULE" n'ell
TIL\J(SFEHS
IlESIDEH DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, v,jthout
receiving a valuable ar.d adequate consirlerntion therefor? (.i\nswer yes or nO)--Il9_
(2) Did decedent, within two years of death, transfer properLY from himself to himself and another oc
others (incllllHng a spouse) in joint ownership? (Answer yes or no) no
(3) If' the answer to (1) or (2) above is in the a-ff'irmative state:
(a) Age of' decedent at time of transfer
(b) State of decedent' 5 heal th at time of making the transfer. (Note 1).
(e) Cause of decedent' 5 delith. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of' property without receiving a valuable or adequate
consideration there~or whi~h was to take e~fect in possession or enjoyment at or after his dp.ath?
(Answer yes or no) no --
(a) Wa,8 there any 'possibility that the property transferred might return t.o transferer or his
estate or be subject to his power o:f disposition? (Answer yes or no)
(b) What was the trans:feree's age at time o:f decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and ade~uate consideration
therefor unrler which trans:feror expressly or impliedly reserves for his life or any period which does
not in fnct 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 rlecedent in his lif'etime make a transfer, the consideration for which was transferee's promise to
pay income to or f'or the ~enefit of care of transf'eror? (Answer yes or no) no
(8) Did rlecedent, at any time, transfer property~ the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter, amend, or revoke, or which cOllld revert t.o decedent under terms
of transfer or by operation of law? (Answer yes or nono
(9) If the answer to (8) above is in the a~firmatlve, 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 supporterl by affidavit by.the atteruUng ph;ysician as
well as a copy of' the death ce.-tificate.
NOTE 2: If' answer to any of' the above questions is yes, set forth b.elow a description of the property
trans:ferred, it's fair market value at rlate of death, dates of transfers and to v'hom trll.ns:ferred, with
relationship of' transferees to decedent, if any. Submit copy or an;\, 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
ltAlUillT VAlUE
(Es tima ted)
DEPT. VALUAT:'.:ON
(Dept" Only)
DESCRIPTION
NON E
N 0 ()l."
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of' this return.
NO()L
llcc- 37 : (12-63)
CO~IMO:><\\'EALTIl OF PE;\;;l:SYYL\NIA
TRAN'SFER INHERITA!'iCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
'{,'
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED q INTEREST OF
(If step.children or DATE
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
. .
~,..L T n. v, T ., , '/0 '
420 Fourth Street 0
,
New Cumberland, PA. 17070
"
,. . 1/3 residuarv estate
"u'" M '~O'T Yes Le~a1
.~315 g.i11crest...,~oa~noon .
Ray C. Sweigert Son Yes Legal 1/3 residuary estate
P. 0 Box 143
, rft.
,
Marlene Gingrich ,,-<~_. n . ""nn L ..
Elizabeth Fisher Yes '0' ,nn l-.~_, .o~.
,,-<.. Leoa1
Etters, PA. 17319
A__ M u___<~ I,.., n 0/?1,0 "nn L ..
Sue C. Harris 'A vo~ <;/21/,,, ,nn L ..
David P. Harris Grandson Yes 12/11/58 500 bequest
/,on ~, ..L
New Cumberland Pa. 17070
u' - ,--- n. 011 no 500 benuest
Stephen Sweigert Grandson Yes 8/15/53 500 bequest
~arbara Swelgert Granddaughter Yes 5/12/51 500 bequest
Cuo<n;;_'
P. O. B91LH?7,1o lsorr Yes 7/30/68 500 bequest
. C'o1.~o_ VM , " "nn . ..
1:(/~/I,a "
Janice Smeltzer Pedrick Granddauohter vo~ 500 benuest
~~~~nn7,~me1tzer Granddaughter Yes 8/1/61 500 bequest
'u ,~. n~<no
West Chester, PA. 19380
T.L c. ., -- VM ? 11.Ic, . "nn . ..
Matthew Smeltzer reat Grandson vo~ 1n/%'7" ~nn >QT
3 Sunset Drive .
Rome, N. Y. 13440 ,
Deponent further says that "all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
... '0
211).....
E<~
"t:l::: c
'c ~ e
Os ~.=
"00.8
..: E_
.....8:0
o "
~~~
" ~ ...
" " 0
~Eg.
~ 0::
SUMMARY
Real Property ..................(Sch. "A")
Personal Property ... (Sch. "B")
Transfers ............. .. .............. ...............................(SCh. "e")
JOiIlqY<:lwn"<i...p""p",,ty .. .....(~c:'.I1,'~E"
Gross Taxable Estate.
.",
E- o::
Z '" <II'
" ,....(
~ t.:! ~ ...,
~ ...l
~ - " CLI:
"" u .0' -(
t.:! " =' rIl
rIl Q ::I: -
- u: -(
< E-< " CI:
~ ~ ~. ~: 'S ""
>>.. 0 OJ' " ""
>>.. '-'" z .?;
'" < '" -(
:: :: t.:! H' .". ;"
l- t.:! l- E- '" "-" 0:: ~ Q
:>:;: 0: <II ;:
0 ~ :r: "' < CJ), M " Z
0 E-
Z E- .c, ... >>.. <
rIl " OIl OJ
~ t.:! o:l ::I' .0 ~ ..
~ 0 0, ~' 0
t/}: ... ~ CI:
" ~ 0' 0 CJ ~ 0
0 ::t. o:l ""
'.0 ~ !" ""
'" !: ~ - CI:
.t:: 0 -
"
~ ::; ~ .c. 0
'S 0 E
"E .-: " e E
~ <5
~ "0 '" 0
< ...l U U
(1 )
(As Reported)
$. 0
$..},.?56.".87. .
$.. 0
$ ..?4,~6}.54
$
$ ..?~,~2(),4:L
(2)
(As Determined)
$
$
$.
$
$.
$.
RCC-.3B.
- ,', '.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
-~ :>--,.,..,.,.
.....-~~-~~~
INSTRUCTIONS: This schedule must disclose all property, :real and persona~, owned by the decedent jointly
.....ith another or others, including intangibles, standing in the name of' the decedent and others. List
real estate firstl as entireties, or joint tenants, giving brief description, as indicated lDlder Schedule
".\", plus the date and place of record of instrument effecting vest! ture, but do not include ~ntiretles
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, addres~ and rela~ionship (if any) of co-owners to
the decedent:
Description of Property, Date of' Acquisition, Name Un! t percentage' Estate
Address and Relationship of' Co-Owners, IUld Place Value Share .Valuatio,n
of Record of Instrument, where Real Estate.
DEPARTllENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
property
1.
Drovers & Mechancs National Bank of York
(York Haven State Bank)
3 Certificates of Deposit in joint names
of Amos B. Sweigart and Esther I Harris,
his daughter:
~newed
No. 1000006l45'~ ~./25/74
No. 1000008440~~30/74
No. 1000009l8l~J/l/75
50%
50%
50%
Amount
$5,000.00
5,000.00
5,000.00
2. Accrued interest on above certificates
to date of death: $750.81 ~
..-"."
50%
3. State Capitat Savings & Loan savings
account No. 002-20-12155 in joint names 0
Amos B. Sweigart and Esther I. Harris,
his daughter, date of death bal. $10,000. 0 ~
50%
4. Accrued interest on above account~ $289.5 ~
50%
5. State Capital Savings & Loan savings
accounL No.. 002-10-00837 in joint names f
Amos B. Sweigart and Esther I. Harris,
his daughter, date of death bal. $3,567.9
}
/
t.-
,.P
Value of
Decedent's
Interest
~5DO.OO
,
.;! S{)O. 00
,
~ SOO.OC
I .
315."\0
.5 ODD. 00
I
144-.15
50% 1,783.96 ~ ,.. "7.~:; IlB.%
" ~ . ., )
.. .
50% 'f,~3 3Gj.4("
39.46
6. Accrued interest on above account: $78.93
7. State Capital Savings & Loan savings
account No. 002-20-05579~ joint names 0
Amos B. Sweigart and Esther I Harris,
his daughter, date of death bal. $5,000.00'
50%
8. Accrued interest on above account: $130.09
50%
9. 100 shares Philadelphia Electric 7.85 pre-
ferred certificate No. NG 2678 in joint
names of Amos B. Sweigart and Esther I.
Harris, as joint tenants with right of
survivorship. $82.00 per share=$8,200.00
50%
10. 50 shares Penna. Power & Light 8.00 pre-
ferred certificate AW 02488 in joint
names of Amos B. Sweigart and Esther I.
Harris, as joint tenants with right of
survivorship. $86.75 per share=$4,337.50
50%
11. U.S. Series E bonds in joint names of
Amos B. Sweigart and Esther I. Harris,
his daughter: Total - $1,972.35 ~
Issued Bond # date of death bal.
50%
See Attached Sheet
Insert this to tal ol'Posi te "Join tly Owned Property", Schedule "Err
in. the "A~ Reported" colunm on the last -page of' this return.
r':~,+
,1",500.00
2,500.00
2,500.00
~
.' '" 'IJ(ti~,p (j
)_., " f!...
'~(JdJ; lJ
'f/;,tl(J~dJ,1.I
144.75
2,500.00
J; ()(J1I61
J 3C,4f
65.04'
4,100...00
2,168.75
~ 500.00
I
/oS'.O'-t
4,IOb.OO
1.J) '!; 3 /, o"() .;I, \ lD 'ii, 15
986.18
)}~?1,(.H-'
$24,663.54
C\ 'i!/o. \~
,
'Or'!
, 'oi. .(.
Bond No.
Q1677637007'
Q1677645330 '
Q16 729 72083
Q1677657944
Q16 776 7 5236
Q1682629435
, Q1686784974
Q1686798594 '
Q1691900011
Q1691916175
,Q1695884155
Q1701673435
Q1702107897,
Q1705569661
Q1705875982
Q1709947447
Ql710946562
Ql710964788
Ql714853321
Ql7148 7 5165
Q1804692366,
Q1804707357
Q1804728172
Q1805445442
Q1805458061
Q1817551375
Q1817561816 '
Q1822231485
Q1822828066
Q1822244408
Q1825793971
Q1829404824
Q1829821061
Q1832815848
Q1838191497
Q1838208670
Q1842405592
Q1842541292
Q1848322042
Q1848336221
Q1848668392
Q185246 7 539 '
Q1852878790
Q1857173527
Q1857367759
,
, .
! "'"
", '~,' i
....... ~........ ~ . --:
~~
'.l'
"
.....
, .
""'\ 1
l :.. t
". l.~ 'i" .. ~ .
f \.. } .,. , . ~\.
. ~'} . 't't ... t
',ft. ~
~ ,. j
l"
SCHEDULE E CONTINUED
Date Issued
January, 1959
February, 1959
January, 1959
,February, 1959
March, 1959
March, 1959
April, 1959
April, 1959
May, 1959
May, 1959
June, 1959
June, 1959
July, 1959
July, 1959
August, 1959
August, ,1959
September, 1959
September, 1959
, October, 1959
October, 1959
'November, 1959
November, 1959
,December, 1959
December, 1959
January, 1960
january, 1960
February, 1960
,February, 1960
March, 1960
March', 1960
April, 1960
April, 1960
May, 1960
May, 1960
June, 1960
June, 1960
July, 1960
july, 1960
August, 1960
August, 1960
September, 1960
September, 1960
" October, 1960
October, 1960
November, 1960
, '
, ~
. t
"
Amount
$44.95/
44.95.....
44.95/
44.95/,
44.95...... I ;
44:95/ ',i
44.95/ '
44.95/
44.95/ .
44.95"
44.82 ./
44.82/
44.82/
44.82/
44.82/
44.82/
43.90 --- l
43.90'
43.90/
43.90/
43.90/
43.90/
44. 00 v
44.00.....
44.00......
44.00'/
44,00//
44.00 r
. .........-."
,43.10
43.10.(_ .L,.. >'~.
43.10'/ ,
43.10/
43.10'/
43.10/
43.18 / ,
43.18 ,/
43.18/
43.18/
43.18,/
43.18/
41. 77 r/
'41.'77 ,/
41~ 77 .....
41. 77./ '
41:77)/'
~,' ~,
k" , l
....."'. ~ r;.
I " ~
I
I " ., r'
.J ~#
. ~~,'.
1: t. ....".. _,4c ~
\
,
1-. ~ ~ ~ t
.~J, ~
.~. _.~:.....
- J \ .~. . .~ ~ ""
, ,"';' .
?
~
,
rr-~ ..c
, /~
$1,972.35.. .
,.........
I
J ,
"
...;-.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
, '.
IN YOUR REPLY PL.EASE
REFER TO
REv-ste (8"78)
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Esther I. Harris and Albert H. Harris
420 Fourth St.
New Cumberland. PA 17070 .
(Executor or Administrator)
In Re: Estate of
Amos.B. Sweigart
Cumberland
County - File No.. 21:"'78:"'0274
Dear
You ore hereby notified that the Original
appraisement in the estate of Amos B. Swteig"Tt
has been filed in the office of the Register of Wills of Cumberland
County on ~ M~,.,.h , 19....zg;, Said appraisement reflects the following
va luotions:
Real Estate
Personal Property
Trans fers
Jointly Owned
Total
Nonil
3,956 87
Nn-np.
?4iflili1 ~4
$?R,Ii?O.41 :
As to such tax that is paid within three months from dote of death, 0 five (5%)
percent discouni is allowable. As to any tax that remains unp.aid 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, H65) from dote of death,
interest at the rote 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 os provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. 5. 2485-1001, P. L.~. : Q' . .
. c7Q;v\.~
Dote 5 March 1979. Signed .
Title Administrative Officer
"
,
Note: This is not 0 bi II.
R~V457"~78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
c:. Mo....,...h 1Q7Q
COUNTY Cn'tnhr..,..1 ....,.....:r
FILE NO. 21-78-0274
Whereas, Amos B. Swei2art late of New Cumberland
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 18th day of May 19 ~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fu12ini ti , 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.
DESCRIPTION OF ASSET
UNIT
VALUES
Appraisement
Made for Inheritance
Ta}( Purposes
$
'J;?oo1 H'C!
None
Total
28
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 5th' day of ,9 Ma<:ch - ~ 19 ~.
r-+<2.;;:::, ~~.
U Appraiser
Harrisburg
(Number and Street)
(Post Office)
. Penna.
R ;s-
~ ~. \~
'.
11 ....: '"
>, l- .;. .....
- z ;~ Q
<:: w ~ '" , '-: , ,rj w
" 'J1
0 :;: , {) ~ r: :>
i '"
u w '40 " ~ ': (i Z
en
;;;: -t r: :rj ,; w
" --: >
c:: <- ~ n --
c.. ~ A -r w -- a;
c.. J1 J: ~ ,..... a: a;
~ <( --< u.. "ti ~ ~
X ~ 'O-
s::--. cJ. <( 'Ci I ~ ~ ",- 0 '"
'Ci {) ~ '" "@ \!l,
'"" l- . ~ ..,: l- '..
w '" ---,:\ \/1 z 5- 0. la
- '" -
~ . u :g - '" 0 ",- w ~ .g
'" <t: 0.
~ Z rn ..:! ..>: r-! -'" " :aE <t:
<( g !i; "0 I- '0 8 '0
~ <.:::::i I- )<: <:: - Iii
~ )~ 0 - '" a: '" "
< c:: '" <( 0 <l::
..L .<::- - ':l .& - "0 ~
q-1 w <. ..0
:I: ~ - '1 -e '" ""' ll.. "ti '" '" .....
'" 0 w <:: '"
f\\ =i z J -: '" ~ ~ ~ - 0 ~ .~ '" <I> '"
0 - 2: ~
J :2 .S <:: 'Q; 0 ~
I- ""' .~ " {) ~ ~ <t:
z 0 '" "0 0 '"
w ... ,; <I> ~ ~
0' '--': <I> 0. "" .....
~ ~ G:
;;; Cl ~
w
c::
--.
.