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Home My WebLink About08-21-78 --I ';-. , - icG. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS -,;. . , . .~ RCC':i3 (4-73) RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT, This return must be completed -in detail and filed in-duplicate. with all attached. with the Register of Wills of.th"e County where decedent resided; Return is due within nine months after date of death, unless an extension is granted by the Secretary of Re'lenuc. (Section 703 of the Inheritance and Estate Tax Act of 1961.) (STATE FULL NAME OF DECEDENTl } AFFIDAVIT OF . UKOOXOOB. EXECUTRIX :llE~KJ.:NlR IN THE MATTER OF THE ESTATE OF BEULAH M. THOMAS Late of BOrouqh of Carlisle,CumberleJd~y Sftlte of Pennsylvania Cumberland } $., County.of Administrator Joyce T. Vernon. Executrix of the estate of the gbove-r1c:imed decedent being duly sworn, depose ~~Wr and soy (MONTH) (DAY} . 19~J testate leaving 0 lost will, copy of which is hereto attached,,} (YEAR) ~Q{tX Decedent died March 16 Nome and address of attorney or } Myers I Myers I Flower & Johnson other authorized representotive t~ whom all correspondence should be mailed. 1 West High Street, Carlisl~, Pennsylvania 17013 That as such Executrix deponent is familiar with the affairs of said estate 'and the property_constituting (EXE:CUTOR-ADMINISTRA TOR> the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name~ or jointly with, or as a~ent 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 ADORES,S OF BANK OR OTHER INSTITUT!ON THIS SA FE DEPOSI T BO X REN T ED RELATIONSHIP OF JOINT IN WHICH.DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Dauphin Deposlt Bank and Trust Co. Beulah M. Thomas and 2 West Hiqh Street Joyce. T. Vernon Daugnter Carlisle, Pennsylvania 17013 . That the contents of s3_1d safe deposit box or boxes are itemized under Schedules B & ~ this return, with the exception'of the following, for the reasons hereinaft~~. set forth: That Scher/ule A attached hereto and made part hereof's~ts rorth fully and in detail alllhe real property in the Commonwealth of-Pennsylvania of which decedent died having an i~terest therein. It also sets forth the mortgage encumbranc'es upon each parcel of real property at the date of death, giving t~e 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 parc~ls, the estimated market va,lue thereof as or date of death of decedent. That Scher/ule B attached hereto and made part hereof sets rorth 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 pas session, standing t,O decedent's credit in banks of deposit~ ,savings banks, trust companies, or other institutions, whether individ~~hy., or in trust for any other pers-~;'~'.or pe~;ons ~...'. .\,..'.' , giving also separately the accrued interest thereon, if any, down to the last interes,t day pril11r tocdece~ent's ... " . . .. . '" "'", ,. death III the Case of savings banks, and to the date of decedent's death"'m all other, cases; all,bonds, postal ' < t'}.I" - ... savings, treasury certificates or notes and other evidence of indebtedness,-of ~tl1e United States to the de- -' cedent; all obligations, whether by statute or agreement they are designated ~s' tax 'free, ...6f the~Unite(rState-;,' "l. or any state, or political subdivision .thereof, or of any foreign coun~iy:~~hithi. aie .owntd '~;1h:1im'e 'of death;.....; "'1__ ~ all wearing a.pparel, jewelry, silverware~ pictures, books, works of aft, household furniture, hor'se~; ca'n'i;ges~ automobiles~ boats, and any and all other personal chattels of whatsoever. kind or n3ture~ left by decedent, together with the fairly; estimated market value thereof; all bonds. and mortgages held b,y de~edent and'of all claims_due and owing decedent at the time of death, and all promissofy notes or other '.instruments in \,Vriting for the' payment of money of which decedent died possessed, of whatsoever nature, wittI interest thereon: 'if any, giving the face value and estimated fair market value thereo~. and if such e,stimated, fair'marke~ val,ue be less than the face value, it sets forth briefly the 'reasons for such depreciation as to each item; all mone'ys payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds of ~hich were payable upon the death of the decedent; all arid 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 ow~ed 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 sch~dule 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 showing the assets and liabilities of said co-partnership or ,!!usiness. 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 fortn. 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 dece~ent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers4 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 CODY of the deed, trust agreement or other instrument creating the trust4 Ther.~ 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 wi th 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 0 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 life under decedent's Wil14 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 S~~edu!e 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 estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Sct>edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on b~half of this decedent's estate, including funeral expenses paid; family exemption, where applicable;, costs of administration of this estate; counsel fees and rudiciary's commissions paid or to be paid; costlexpended f~r 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 a'ctually 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 nAn, nB", have been carried forward and properly registered in the Summary. . ;li Subscribed and sworn to before me this .........0.................... ~a,,~19I!...... ncn, nEw, and nFn as directed therein, My NOl'PiRY 'PUSllC Carlisle; Cumberland Cou. ,tv G:ommission bpires March 26, 1981 /~cd:.L.../~a~..._........_. ~()~ctr~~.~~~~~~ll!::..~.~..............__. (Street NumbeT) 435 W. South St.,Carlisle,Pa.17013 ................................................................................ (City <Yr Tow.. 4nd Sta,te) NOTE: Before signing affidavit make sure all blank spaces 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 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 "Bn are attached4 Also make certain that column #1 in the nSummary" has been properly completed as above-directed. ,J " ~' . RCC~34 (4-73) COMMONWEAI!.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS "TRANSFER INHERITANCE TAX RESIDENT DECEDENT " SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant in common with another or 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 property located In the Commonwealth of Pennsylvonla should be described by lot and block number, street and street number, together with a general description of the property, with 0 reference to the record of the conveyance by which the decedent took title; If a form state number of a~ cres; cdso statement of mortgage encumbrances upon each parcel at death . of decedent. Toxa., assessments, accrued Interest on mortgages, ete.,ar. to be listed on Schedule uF" and must Mot be d.educted from this schedule. . (1) (2) (31 DEPARTMENT VALUA TlON CAUTION (Do not writ. In thll apace) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMA TED MARKET VALUE NONE NONE Insert this total opposite "real property", Schedule "Au in the X X X X X "As Reported" column on the last page of this return. NONE jl '. Rec -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all tangible ""d 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 11&ted under Schedule "En. Intangible personal property, titled 1n 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 any undistributed estate ,of' or .income from any property held in trust under the will or agreement of another, "even though located outside of the State, at the time of death, should be listed 1n this schedule. Item No. I TEll List and describe fully UNIT VALUE ESTIMATED MAI\KEr VALUE DEPARTMENT VALUATION (Do not write 1n this space) 2,266.99 v~~6~-f9 3,674.97,V'.." 7'1- e; 7 300.00)/ '00.00 1. 371.029 shares Anchor Growth Fund, Inc. at $6.11 I.- 2.1/ 349 shares Delaware Fund at $10.53 3. Household goods in apartment I , 6. ~ ;)1.9' ~ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of' this return. x X 6,241.96 ~-t -.- . . IiRSTJERSEY June 23, 1978 James D. Flower 1 West ~igh Street Carlisle, PA 17013 Anchor Growth Fund, Inc. Account No. 001309366 nlo Beulah M. Thomas - -- .....r' Dear Mr. Flower: Your letter dated June 13, 1978 addressed to the Anchor Growth Fund in Elizabeth, New Jersey has been referred to us for reply. The balance of shares in this account as of March 16, 1978 was 185 certificate shares and 186.029 unissued shares on deposit. This is also the current balance. The market va~e of the shares on March 16, 1978 was bid price $6.11~r share, offering price $6.59 per share. We trust this in~rmation I I ver~ truly y/rs, I J'~'i~;Str/i;Z.-(/~/1 Account Representative JNlam is of assistance to you. . ~... RECEIVED. JUN 26 1978 MYERS. MYERS. rLOWci' & JOHNS,lN . . First Jersey National Bank - One Exchange Place - Jersey City. N. J. 07303 - (201) 547.7000 ~ INVE:SIM~NT MA~A?ER A.ND Gt:NEAAl DI~TR:BUTO~ F~A THE OElAWARE GROUP OF MUTU.6,L FUNOS I SEvEN f'ENN.CE~T~~,I'LAZA, ~HI\.ADELPHIA. PA.:t9103! (21SIOgB8-1200 -- ~ Con.,My, k>c. !-"l) July 31, 1978 James D. Flower, Esquire MYers, Myers, Flower & Johnson 1 West High Street Carlisle, Pa. 17013 Re: Delaware Fund Account #R2-00BB43 Beulah M. Thomas Dear Mr. Flower: Thank you for providing us with the required Court Certificate. In answer to your original letter o~ June 13, our records show a total of 349 certificate shares held in the above account. This balance has been unchanged since March 15, 1978. Mrs. Thomas received her dividends in cash on a quarterly basis. There have been no reinvestments. ~ Fund on March 16, 1978 was $10.53 and $11.51, The bid and ask price for Delaware respecti vely. The Court Certificate will be held in our files pending instructions with regard to distribution of the shares. It is a pleasure to be of assistance. SGW/l n . RECEIVED AUG 2 1978 MYERS. MYERS. HL)\lvl" & JOHN5~)/II RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS ....... ..... . .. t\ RESIDENT DECEDENT (1) Did decedent, within two years of death, make any transfer of' any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) NO (2) Did decedent, within two years of death, transfer property from himself' to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) NO. (3) If the answer to (1) or (2) above Is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent IS heal th 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 Ii 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 subject 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 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 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 n~) NO (8) Did decedent, 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 could revert to rlecedent under terms of transfer or by operation of law? (Answer yes or no) l\T() (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 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 pf 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 DESCRIPT ION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE ~ Insert this total opposite ffTransCers", Schedule "e" in the "As Reported" colunm on the last page of this return. NONE RCC-)7 (14-6)) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" ~.1\ ~ BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-childre"n or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested. contingent or other are involved, set STATE YES IN ESTATE wise. in estate) forth this fact.) OR NO BIRTH Joyce T. Vernon Daughter YES Entire Estate 435 West South Street Carlisle, pennsylvania. 170 13 .. Deponent further says that all the above-named benericiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE ... ~ .Bt/l.... e<"" iii;: c '2 Co) E ......... :::s .E-a'O ~ ~ " ~ 5: 8u-g :i1ilt: " ::l 0 ~Eg. [5 0:: SUMMARY .. ......................(Sch. "A") .. ... ..................................(Sch. "B") ... ...................(SCh. "C") Real Property Personal Property T rans{ers Gross Taxable Estate ... '" ..-1 !- '" Z " .. W ~ '" '" ..l <l> :::'2 " ;.... " <01: W " '" Vl Q - - <01: <<: " llI: p:; tz.. 'c Il. ~ 0 " Il. ~ 2: '" <<: '" <01: ~ :I: W ;., W ... I-< '" Q ~ ::c .. <<: ~ :z: 0 0 I-< ;; Z I-< Vl ~ ...: tz.. W ~ I-< ~ 0 0 llI: ..c c p:; ~ 0 0 Il. ., W ~ ..w " ~ ~ =c .c 0 ~ c '" <<: ~ 0 'c 0 .G' E _ 'E .... <l> :; C - i5 ;;'"0 " 0 ...< ....l U U (1 ) (As Reported) $. $.. $.. $.. . $. $.. (2) (As Determined) $. $ $.. $ $. $. rDrG ~ .~leIM FARMERS TRUST COMPANY CAQUSLE. PENNSYLVANIA Date Jl1np ~5, 1978 James D. Flower 1 West Hiph 5treet CA.l"'lic:::'~. PA _1701~ Re: Estate of ~p-u]a.h M_ Thoma~ Date of Death M;:tr,...h 1';. 1Q7A. Dear Mr. Flowpr In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following mformation in duplicate. We sug~est that youA'iIe one of these letters attached to the Pennsylvania Inven- tory forms (Ree) to supstantiate the balance you report. . ~ J' . Note that we have shown the correct registration for each account. AlSo, interest accrued to the date of death, if any; is listed as a separate figure. .- Very t:ruIyyours, ~~;~ Superv1sor 11 Bookkeeping Dept. Checking acct.#4-4172-4 $511.24 ~ Savings Acct. #1-18430-7 ,.......--14,162.90- Interest 157.15 -. . RECEIVED JUN 16 1978 MYERS. MYERS, ,FLUWE.R & JOHN~,,'"~ ...... .___ ___~~, _.......i.__._ _u RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule mus t disclose all proper ty, real and personal, owned by the decedent join tly 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 tDlder Schedule IIAII, 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 liB", 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. DEPART/lENT VALUATION CAUTION-Do not Write In This Space. 60 >0< !Ix 1. '>;f ><><00 ><><::x :X>O< ><><XX ~ ><><00 X :x ~X> 60>0< 0<. ><>< ;x;> Value of Entire Prop~rty Value of Decedent's Interest ! Farmers Trust Company s~ings account No. 1-18430-7~n the names of Beulah M. Thomas and Joyce T. Vernon, balance as of date of death together with /~ accrued interest $14,320.05v 1/2 taxable / 7,160.03 1/bo.a) 2. The Commonwealth National Bank Evergreen Savings Account No. 18-0011056-9 held in the names Beulah M. Thomas and Joyce T. Vernon, balance as of date of death together with accrued interest ~6~319.0~ ~.J b J/ I 7 (,. of " 1/2 taxable '!J.I.D:~ ~tl )1 !""5:rrJ1 3. Dauphin Deposit Bank and Trust Company Sa41ngs Account No. 06-60845~eld jointly in the names of Beulah M. Thomas and Joyce T. Vernon, balance as of date of death together wit~a~~~ed interest .8J 800. 6D l?,712..,97 1/2 taxable If. H'" .111 I.! ) ;(..II' !.,JOO.3j ~i?JI)..."7 4. The following Certificates of Deposit at Dauphin Deposit Bank and Trust Company held jointly in the names of Beulah M. Thomas and Joyce T. Vernon, balance as of date of death together with accured interest:~ $1,000.00./ ,..-/ No. 06-03-721618 $1,004.84 .1/2 taxable $1,000.00 ~ No. 06-03-7 21619 ~ V $1,004.84,/' 502.42/ ,()~, 1/2 taxable $1,000.00 ~ No. 06-03-721620 -" 502.42/ l)O~'t.j $1,004.84..,-/ / 502.42 ;-()'- . l/ 1/2 taxable $1,000.00 ~ No. 06-03-721621 1 I') taxable $1,004.84 ,/ / 502.42 ~:t. Insert this total opposite "Jointly Owned Property", Schedule liE" in the "As Reportedll column on the last page of this return. RCC-.38 RESIDENT DECEDENT SCHEDULE" En JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule ,must disclose all property, real and personal, owned by the decedent jointly with anot.her 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 in~l1cated lmder Schedule "A", plus the date and place of record of instrument effecting vesti ture, 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 de~e,ient. ~ Descrl.ption of Property, Date of Acquisiti<m, Name Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. &xs<s.>s IX OOM()() '-X XX 6)682)600 M^>A !Y ~ 'YY >\X 0< 000< 8>< ~ ">< $1;000.00 ~ No. 06-03-721622 $1,004.84/ 1/2 taxable percentage Sh are Estat.e Valuation ! XX> 'X :>< x~ DEPARTI~T VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ,/ 502.42 ,0 :J. ,1./ J.- $5,000.00 /' ./ No. 06-03-721695 $5,004.03 "' 1/2 taxable $5,000.00 ~ ./ No. 06-03-721696 $5,004.03~ 1/2 taxable 2,502;02/ ~ )()".(J'V .J /' ~,502,O~ I: 5"6J. ,a 2.- J 5. The following U. S. Treasury, Series "E" Savings Bonds, registerel-l in the names of Beulah M. Thomas or Joyce G. Thomas, Joyce Thomas V~rgin,ccroyce T. Vernon. Joyce G. Thomas, Joyce Thomas Virgin and Joyce T~;.Ner,non being one and the same person. , ~$500.00 D22633894E August, 1950 Total $1,140.60 1/2 taxable ~25.00 Q930013597E August, 1950 Total $57.03 1/2 taxable /$25.00 Q930013599E September, 1950 Total $57.03 1/2 taxable ~50.00 L210264562E October, 1950 Total $110.74 1/2 taxable /$50.00 L210264569E December, 1950 Total $112:10 1/2 taxable / $25.00 Q944504584E January, 1951 Total $56.05 1/2 taxable / /$25.00 Q951100860E February, 1951 Total $56.05 1/2 taxable ~ $25.00 Q951100869E April, 1951 Total $54.42 1/2 taxable ~O.OO L215634475E April, 1951 Total $108.84 1/2 taxable ~25.00 Q965208591E May, 1951 Total $54.42 1/2 taxable Insert this total o-pposite "Jointly Owned Property", Schedule 1n the "As Reported" column on the last page of this return. I ;"70. J ~ 570.30 I,JL/D',ft,D 28.52 / . $'7, II 3 'J.-f, r'" 28.52 / ' S;7,~2. J-f". f'-" 55.37./ 110.71.{ ,$, 37 56.05,V11'J-,!0 s-', OJ 28.03 V 51:-.0!J /K.t),- 28.03 V ,f/., 0 tJo 1:1': tJ J 27.2l,V " ,,11, .t- / 51.jy'/.- 54.42V)O''NtV ~I./. ~ 2;:- 27.;n,V fl1 y 'V ,.7- 2-/ "E" ./ RCC-3B COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must dj,sclose all property, real and personal, ownerl by the rlecedent 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 tmder Schedule "A", plus the date and place"of record of instrwnent 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 decectent. Description of Property, Date of Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. "6<6< 6(6< (;. M R9: 3S Zi ~ 6<> 00 X::X 00 "^ ~ "^ ::x >0 6<> ex ex v/$25.00 Q965208598E May, 1951 Total $54.42 1/2 taxable /'$25.00 Q948758266E June, 1951 Total $55.09 1/2 taxable /$25.00 Q968817161E June, 1951 Total $55.09 1/2 taxable ~25.00 Q968817165E July, 1951 Total $55.09 1/2 taxable /$25.00 Q971709238E July, 1951 Total $55.09 1/2 taxable ~25.00 Q948758288E August, 1951 Total $55.09 1/2 taxable ~25.00 Q978325209E September, 1951 Total $55.09 1/2 taxable v125.00 Q981082894E September 1951 Total $55.09 1/2 taxable ~25.00 Q224644647E October, 1951 Total $53.48 1/2 taxable /$25.00 Q983832984E November, 1951 Total $53.48 1/2 taxable /$25.00 Q948758312E November, 1951 Total $53.48 1/2 taxable ~5.00 Q993073534E December, 1951 Total $54.13 1/2 taxable /" ~25.00 Q1002318496E December, 1951 Total $54.13 1/2 taxable ~5.00 Q991246663E December, 1951 Total $54.13 1/2 taxable ~5.00 Q991246679E January, 1952 Total $54.13 1/2 taxable ~5.00 Q1004284665E February, 1952 Total $54.13 1/2 taxable /' /$25.00 Q1004284669E February, 1952 Total $54.13 1/2 taxable /'$25.00 Q1004284676E March, 1952 Total $54.13 1/2 taxable unit Value ><X percentage " Sh are ~~~ Estate Valuation 6 ~ 27.2 27.55 27.55/' DEPARTl.IENT VALUATION CAUTION-Do not Write In This Space. Value of' Value of' Entire Decedent's Property Interest /' 0<' >0 64,!/'V /' S5.Do/ H,(j? po 7. "2,/ ?- 7- $") ? 7. ff' 27.S51/' 56,0'1 J.7.f'j /' 27:551/ SS,eJ9 27.551/ 55,(19 27.55V SS.(J~ 27.55/' .- ~JfJ ~7,r5 JJ, fj ,.- st/~! P7. r-C 26.74V f3,l1f }.r(,7j 26.74 V S 3,',4f ,pt. 7f 26.74 / S'~''19 ,.(. 71 I 27.07V- SY,I~ 2.7,07 , 27.07"-- 54,/) J.1.&1 /" '-\.1/' 1J.~~1 27.07.r .;) (-> Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. 27.07/ Sy,l;, P1'1 27.07/ S4,1:, ,1.tJ/' 27.'071/154113 )7.~1 27.07/ ~'111.:1 11. ()7 RCC-38 RESIDENT DECEDENT SCHEDULE" En JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYL VANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This scherlule must disclose all property, real and personal, owrien by the decedent jointly wi th 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 tmder Schedule "A", plus the date and place of record of instrument effecting vestlture, 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 percen tage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate. In This Space. Value of Value of Entire Deceden t t S property Interest ~25.00 Q1004284678E March, 1952 6l.t,/3 fi!,~1 Total $54.13 1/2 taxable ~$25.00 Q1013647638E April, 1952 S'lIS," j.,(, ~r . Total $52.56 1/2 taxable " /$25.00 Q1013647641E April, 1952 [~Itl... ~,.~ Total $52.56 1/2 taxable ;$25.00 Q1013647642E May, 1952 {~Iq 1- ft , .9 t Total $53.92 1/2 taxable /$25.00 Q1013647645E May, 1952 :5 ~jq'l,.o (,?~ Total $53.92 1/2 taxable ~5.00 Q1013647646E, June, 1952 ~'-I'/).r J7,d) Total $54.05 1/2 taxable ~25.00 Q1016055079E June, 1952 $1./ / ()tf ~ 7. 'J Total $54.05 1/2 taxable ~25.00 Q1016055080E July, 1952 54,p( P. 7. dJ. Total $54.05 1/2 taxable 1$50.00 L250l83823E August, 1952 10 Lt,4 (,. ;).... I/r Total $104.96 1/2 taxable ~25.00 Q105000l82l8E August, 1952 ).(.p-f Total $52.48 1/2 taxable 26 ;24 r .f~. '7 f ~$25.00 Q10500l82l9E September, 1952 fJ-6. ':P Total $52.48 1/2 taxable 26.24 J ~, "I g ~ 1952 p-6. ;;..1 $25.00 Q105l242809E September, b?""-If Total $52.48 1/2 taxable 26.24 ~25.00 Q105l2428l4E October, 1952 t~, 01) ;',6, J-If Total $53.00 1/2 taxable 26.50 "$25.00 Q105l2428l5E October, 1952 r ,. () (J 6'~ Total $53.00 1/2 taxable 26.50 ~25.00 Q105l2428l8E November, 1952 {SI 0 D )J. (, ;-0 Total $53.00 1/2 taxable 26.50 ~5.00 Q1063504l40E November, 1952 S 3. () p 16, ,-'6, Total $53.00 1/2 taxable 26.50 ~25.00 Q1063504l46E December, 1952 S'~,Il./ ,(.5'7 Total $53.14 1/2 taxable 26.57 ,t$25.00 Q1063504l47E December, 1952 !3, I;; jU, j"7 Total $53.14 1/2 taxable 26.57 Insert this total opposite "Jointly Owned Property", Schedule "En in the" As Reported" column on the last page of this return. RCC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owneel by the rlecedent jointly wi th anot.her 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 tmder Schedule "A", plus the elate and place of record of instrument effecting vestiture, but do not lnclude 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 Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. percentage Estate Share Valuation Q0' ~ 0<: <X: OC >0 o ~ ~::x X :xx 0:88: ?Q & XX:?9 >Ox ex ""$25.00 QI064806328E January, 1953 Total $53.14 1/2 taxable ~25.00 QI069099990E January, 1953 Total $53.14 1/2 taxable :s;x.~~ y ::x xoo< 1"$25.00 QI069099999E February, 1953 Total $51.59 1/2 taxable J ~$25.00 QI069100000E February, 1953 Total $51.59 1/2 taxable '$25.00 QI080836310E April, 1953 Total $52.10 1/2~taxable /$25.00 QI080836311E April, 1953 Total $52.10 1/2 taxable /$25.00 QI080836312E April, 1953 Total $52.10 1/2 taxable ~25.00 QI082304212E May, 1953 Total $52.10 1/2 taxable ~5.00 QI082304216E May, 1953 Total $52.10 1/2 taxable ~5.00 QI082304219E June, 1953 Total $52.23 1/2 taxable ~5.00 QI082304220E June, 1953 Total $52.23 1/2 taxable ~.OO QI090509075E July, 1953 Total $52.23 1/2 taxable ~25.00 QI090509077E July, 1953 Total $52.23 1/2 taxable LO -. ~50.00 L263002266E August, 1953 Total $101.42 1/2 taxable ~$25.00 QI090509083E September, 1953 Total $50.71 1/2 taxable ~25.00 Ql090509085E September, 1953 Total $50.71 1/2 taxable ~5.00 QI093410254E October, 1953 Total $51.22 1/2 taxable ~5.00 QI097612697E October, 1953 Total $51.22 1/2 taxable Insert this total opposite "Jointly OWned Property", Schedule "E" in the" As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest o 0< 26.57/ S3.11.( 26.57 V J3>iLf 25.80/ SI.H 25.80V jl.lj~ 26.0~/ .f~,If) 26.05/' C ",ID 26.05 .,... Hill' 26.05/' 6 ~,,{) 26i05 r $ ~.IO :>'~,'I 'l.-- ~ a6.27, 5 ?-l? ~ , . \l.i..i'l.-- ~~ e6.J3 ~j!d~ (26. ;s.7_ ~1...1""" ---- ~6.23 50.71/ (ol.L-/f'v 0, ,. '} E!J.."'~ jp..~ 25.36.,./' SOli I /' {P,i' 25.36 ..... ;./.. 5'1 (L i, ~7 ;.. s':' j-d J. f; 1'"0 ,...- IL (, 1~ /-6. ~5 ./ ;., ' 15 1-6' 0;:- p.,.a{' J.'./'2- J',/~ 1-' ./1-- ~6. / 'Z.-r , ~-~, 7/ ;,'-;:Jt ;.r; J t. ~S;-'/ 25.61/ S"),')..'\.. 25.61/5'11'j,"V ,t.5": h/ RCC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and persona.l, owned by the clecedent jointly wi th anot.her 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 tmder Schedule "A", plus the date and place of record of instrument ef.fecting vestiture, but do not include entireties or out of sta.te real estate value in estate valuation column. Personal property should be listed as in Schedule "8", plus date of acquisi tion, and the name, address and relationship (if any) of co-owners to the deceden t. Description of Property, Date of Acquisitiqn, Name Address and Relationship of Co-Owners, and Place . of Record of Instrument, where Real Estate. Unit percentage Estate DEPARTJ.lENT VALUATION Value Share Valuation CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Sl/~'l" J.. ~-; 'I ~II~'\. ~f; 'I SI, ~i,. j.C , Y 61.'b1.. :z f': .F ~ I, ~I.,. f':,y ~ I, '1 (. ;.r: it: 4 ~,91. J/I, 9J 11 ." ~ ~ ~1f.'13 11 6). ? ~ p.~, 9J 1./ 4,'i I,- ~tI,V Co" f ~~~ It $O,'!J7 {';I' .;-(J ,:JY [o,S I f'. J- t 60,5/ J-f"; J-i 25.26/ f(),SI s: fJ--t 50..51 J 0 1,0 'l.. ~tJ..)/ 24.52 / 1./4,~ Y ). 'I j-tr v$25.00 QI097612699E November, 1953 Total $51.22 1/2 taxable /$25.00 QII08893670E November, 1953 Total $51.22 1/2 taxable ;r$25.00 QII08893672E December, 1953 Total $51.36 1/2 taxable /$25.00 Q1121156290E December, 1953 Total $51.36 1/2 taxable ;$25.00 Ql121156295E January, 1954 Total $51.36 1/2 taxable ~25.00 Ql121156297E January, 1954 Total $51.36 1/2 taxable 1$25.00 Ql121156298E 'February, 1954 Total $49.86 1/2 taxable 1$25.00 Ql123636374E February, 1954 Total $49.86 1/2 taxable ~$25.00 Ql123636376E March, 1954 Total $49.86 1/2 taxable ~25.00 Ql123636380E March, 1954 Total $49.86 1/2 taxable '$25.00 Ql134935964E April, 1954 Total $50.38 1/2 taxable ~25.00 Ql123636386E April, 1954 Total $50.38 1/2 taxable ~50.00 L268356051E May, 1954 Total $100.76 1/2 taxable ~5.00 Ql134935968E June,1954 Total $50.51 1/2 taxable ~25.00 Ql134935971E June, 1954 Total $50.51 1/2 taxable / $25.00 Ql134935973E July, 1954 Total $50.51 1/2 taxable ~50.00 L268356056E July, 1954 Total $101.02 1/2 taxable ~25.00 Ql152871300E August, 1954 Total $49.04 1/2 taxable Insert this total ovposite "Jointly Owned Property", Schedule "Eft in the" As Reported" colunm on the last page of this return. RCC-3a COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must di.sclose all property, real and personal, ownerl by the rlecedent jointly with anot.her 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", plus the date and place of record of instnunent 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. unit percentage Estate DEPARTMENT VALUA1'ION Value Share Valuation CAUTION-Do not Write In This Space. Value of Value of Entire Deceden t's Property Interest l-f q,oLf P-4', S- !J- 24.52 / /.7~' 01{ ~I/.)~ 24.79 4"Sf ~ '1-. n 24.79 '/..{Mf ~ tI- 71 24.79 l.f'l.o'f PIf.1?' 24.79 44,tf J. 1/, 7(. 24.85 11 ~, ~ f J ",. f~ ft 'I- ff' 24.85 4Q,(,9 /' 24.85/ /.fe,,{;1 ~Pj 24.85 Ii q, ~ ~ ).0/. f~ 48.24 ~(...I.!r '1f':}1 24.12 ~ 11'f,?' ~ ).t.j.lz.... 48.24 eft,. '1 't Lff,jt)' "t~,90lj '1.1~ 48.74 ~ i,y7 ilf; 7f' 17 S I ?/,! 1/ .J7 48.74/~711.!7 tiP, 7f/' 24.37 l.;f"Y '/. Yl Description of Property, Date of Acquisition, Name Address and Relationship of' Co-Owners, and Place of Record o~ Instrument, where Real Estate. v'$25.00 Ql152871303E September, Total $49.04 1/2 taxable /$25.00 Ql152871304E September, 1954 Total $49.04 1/2 taxable ~25.00 Ql167162949E October, 1954 Total $49.58 1/2 taxable /$25.00 Ql167162956E October, 1954 Total $49.58 1/2 taxable /$25.00 Ql167162958E November, 1954 Total $49.58 1/2 taxable ~25.00 Ql171579191E November, 1954 Total $49.58 1/2 taxable 1$25.00 Ql171579194E December, 1954 Total $49.69 1/2 taxable ~25.00 Ql171579199E December, 1954 Total $49.69 1/2 taxable /$25.00 Ql173325249E January, 1955 Total $49.69 1/2 taxable /$25.00 Ql173325252E January, 1955 Total $49.69 1/2 taxable /$50.00 L281016544E February, 1955 Total $96.48 1/2 taxable /: . $25.00 Q1l73325254E February, 1955 Total $48.24 1/2 taxable ~50.00 L286439801E March, 1955 Total $96.48 1/2 taxable / $25.00 Ql191278657E March, 1955 Total $48.24 1/2 taxab~e /. $50.00 L290983309E April, 1955 Total $97.48 1/2 taxable ~25.00 Q1200718025E April, 1955 Total $48.74 1/2 taxable / $50.00 L295569381E May, 1955 Total $97.48 1/2 taxable ~25.00 Q1206718030E May, 1955 Total $48.74 1/2 taxable Insert this to tal opposite "Join tly Owned Property", Schedule "En in the" As Reported" colwnn on the last page of this return. RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: Tilis scherlule must disclose all property, real and personal, ownerl by the rlecedent 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 under Schedule "A", plus the date and place of record of' instrwnent 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-ow~ers to the decerlent. Description of Property, Date of' Acquisition, Name unit percentage Address and Relationship of' Co-Owners, and Place Value Share of Record of Instrument, where Real Estate. Estate Valuation >0(:;& DEPARTMENT VALUATION CAUTION-Do not Write I n This Space. Value of Value of Entire Decedent's Property Interest X XX >0<. ~:s6: ~ ~ ~ XX << :x "" ~ ;0 9s. >> "" 'Y\. % ~ >0< XX >0(: ~25.00 Q1200718032E June, 1955 Total $48.87 1/2 taxable ~5.00 Q1208220693E June, 1955 Total $48.87 1/2 taxable ~5.00 Q1208920699E July, 1955 Total $48.87 1/2 taxable ~50.00 L297490571E July, 1955 Total $97.74 1/2 taxable ;;25.00 Q1211568364E August, 1955 Total $47.45 1/2 taxable ~50.00 L299878633E September, 1955 Total $94.90 1/2 taxable ./ . $25.00 Q1211568370E September, 1955 Total $47.45 1/2 taxable ~50.00 L303460686E October, 1955 Total $95.94 1/2 taxable ~25.00 Q1211568374E October, 1955 Total $47.97 1/2 taxable ~25.00 Q12l8355227E November, 1955 Total $47.97 1/2 taxable ~25.00 Q1218355228E November, 1955 Total $4 7 ~:r97 1/2 taxable ~25.00 Q1218355231E November, 1955 Total $47.97 1/2 taxable ~50.00 L303460696E December, 1955 Total $96.18 1/2 taxable ~5.80 Q1227736818E December, 1955 Total $48.09 1/2 taxable /:$50.00 L309076683E January, 1956 Total $96.18 1/2 taxable ~5.00 Q1227736825E January, 1956 Total $48.09 1/2 taxable ~50.00 L309076688E February, 1956 Total $93.38 1/2 taxable J(25.00 Q1227736831E February, 1956 Total $46.69 1/2 taxable :x Insert this total opposite "Jointly Owned Property", Schedule in the "As Reported" column on the last page of this return. 24.44 /' l.f~,(17 ;. t/. (1'/ 24.44/ J.y~J7 ~ "" (,I r 24.44/ 'i~l~7 P. t;. t,tjL 48.87/ ~I\ 71..{ ?if': 17 . 23.73/ I.J;,'/( j-). V. 1/7. 1./5 ",.,- 47.45/ QI1/QO 23.73/ 4 Ill.! (' '-J.lj 47.97 / ~S141.f 117. 1'7, 23.99/ 47,47 1-.3. 99 23.99 V 47,~ i ).3, 97 23.99/' 1"/1.41 f).. J. 9 !J' 23. 99V t.i7, ~1 ~3. 99' 48.09~tf("II, /I f. () ? . . .....- 24.05V 17'l',{)'1 J.'I"tJJ 48.09 .......- q~,lt lft" d I .- ,,/ 24.05/ lti,09 jJ- 'i. (j j 46.69/ <j1:Jt.lf Y.h. If 23.3:/ i.f(,,(,9 fJ. J. ] ~ "E" RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi t.h another or others, including intangibles, standing in the name of' the decedent and others. List real estate first, as entireties, or joint tenants, giving brief' description, as indicated tmder Schedule "A", plus the date and place of record of instrwnent effecting vestiture, but do not i.nclude entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of' Property, Date of Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. unit percentage Estate DEl' ARTI.IENT V ALUAT 10 N Value Sh are Valuation CAUTION-Do not Write In This Space. Value of Value of Entire Deceden tIs Property Interest '1"'7' y IJlfA1 1-3.J5' '-lIt ~f ~J. 7'~ H7. Iff P.).91 23. 94 ~ Hi,H :;"3.9y /.fit?r fJ-}. 9f 23.94 24.00 /Y7,H ~'l:dO 24.00 / 17 Id~ }- tI; () () 24.00 \..fl,qf ~'1.~a 47.99 q$.';i' JlJ. 9? 46.59 4~,}r II/,.rt ~ ~II~ ~,.,! 46.59 23.30,/' ~ /'t S 1 J). Ja 23.51 /..1 ?IO "j. ~},5/ "0, () "v J-J..5"'/ 23.51 23.51 I.f 71 01.- ~-,. f'/ "'11;:11,.- fLY 51 23.51 . 47.02 qlt,Py 1/7. ~ ~ Y'$50.00 L309696983E Total $93.38 1/2 taxable ~ $25.00 Q1240577627E March, 1956 Total $46.69 1/2 taxable 1'$25.00 Q1245622673E April, 1956 Total $47.88 1/2 taxable 1$25.00 Q1245622674E April, 1956 Total $47.88 1/2 taxable '$25.00 Q1245622676E May, 1956 Total $47.88 1/2 taxable ,r$25.00 Q1245622678E May, 1956 Total $47.88 1/2 taxable ;r$25.00 Q1250707308E June, 1956 Total $47.99 1/2 taxable 1$25.00 Q1250707311 Total $47.99 E June, 1956 1/2 taxable /$25:00 Q1250707313E June. 1956 Total $47.99 1/2 taxable /$50.00 L312018109E July, 1956 Total $95.98 1/2 taxable ~50.00 L315910634E August, 1956 Total $93.18 1/2 taxable ~50.00 L315910637E September, 1956 Total $93.18 1/2 taxable ~25.00 Q1277875496E September, 1956 Total $46.59 1/2 taxable /$25.00 Q1277875498E October, 1956 Total $47.02 1/2 taxable '$25.00 Q1277875499E October, 1956 Total $47.02 1/2 taxable ~25.00 Q1292196719E November, 1956 Total $47.02 1/2 taxable /$25.00 Q1292196721E November, 1956 Total 47.02 1/2 taxable ~50.00 L316943556E November, 1956 Total $94.04 1/2 taxable Insert this total opposite "Jointly Owned Property", Schedule "En in the" As Reported" column on the last page of this return. RCC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE HE" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and 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 tmder Schedule itA", plus the date and place of record of instrument effecting vestiture, but do not lnclude entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule ItBIt, 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 Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. << ~ ~:so 0<iS8:c>< ;;X ~ ~ ~$50.00 L322290172E December, 1956 Total $94.54 1/2 taxable ~0.00 L322290176E January, 1957 Total $94.54 1/2 taxable ~50.00 L322290178E January, 1957 Total $94.54 1/2 taxable ~25.00 Q1270417736E February, 1957 Total $47.94 1/2 taxable ~0.00 L322290181E February, 1957 Total $95.88 1/2 taxable ~5.00 Q1281345985E March, 1957 Total $47.94 1/2 taxable /'$25.00 Q1281345986E March, 1957 Total $47.94 1/2 taxable ~$25.00 Q1298395593E April, 1957 Total $47.94 1/2 taxable ~$25.00 Q1298395594E April, 1957 Total $47.94 1/2 taxable ~25.00 Q1323152598E May, 1957 Total $46.54 1/2 taxable /$25.00 Q1298395597E May, 1957 Total $46.54 1/2 taxable ,t$25.00 Q1298395599E May, 1957 Total $46.54 1/2 taxable ;,$25.00 Q1298395602E June, 1957 Total $46.75 1/2 taxable /' . /$25.00 Q1315203305E June, 1957 Total $46.75 1/2 taxable ~25.00 Q1315203307E July, 1957 Total $47.16 1/2 taxable ~$50.00 L335344373E July, 1957 Total $94.32 1/2 taxable ~25.00 Q1315203309E August, 1957 Total $47.16 1/2 taxable ~25.00 Q1315203312E'AUgUst, 1957 Total $47.16 1/2 taxable DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of' Value of Entire Decedent's property Interest unit Value percentage Share Estate Valuation >(X 0< c>< xx;. X x >0< 47.27V q41~(.o tl7,l-l , 47.271/ ~1./,S(", J.,If.~' 47.27 /' ~1715~ '1f,J.1 23.nl' Y'i,~ '1 J..3 ?! 47.94~ Hi?Y '1}.iJf 23.97 ,/ 47.N ~]. r; 1 23.971' t./YJ I( J-J/' J 23. 97.V l1il4,~ ~.J. ~1 23.97V 471dfl./ 23.. 27""'- j..1~.6 t./ 23.27Y-11~1,s"'1 23.27"---- ~~lt~1 '" 23.38!/ l7/",ib '" 23. 381"" 11~.i b 23.58/ "?I'I, 47.16/ "~II~'V J-j. 9 J ~,j.1J. 7 fJJ.:J.1 p..j. J.? !J..!J. :Jr' )-3. J r ~3.:Jr '17./-' 23.58/ 1"'1/1 /(,'\ )...3. j~ I~ f ' ~ 23.58 '1'II~' )-3 . Insert this total opposite "Jointly Owned Property", Schedule "Eft in the "As Reported" column on the last page of this return. RCC.3B SCHEDULE" En JOINTLY OWNED PROPERTY '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th another or others, including intangibles, standing in the name or the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated nnder Schedule "A", plus the date and place of record of instrument effecting vestiture, but 00 not Include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisi tidn, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisitiqn, Name unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate~ ;~ > >0<: ~ ~$25.00 Q1323044874E Total $47.16 :xx ex ~ X>'X>>:>< ~$25.00 Q1600321943E Total $47.16 ~5.00 Q1600321945E Total $47.16 /$25.00 Q1600321946E Total $47.16 1$25.00 Q1600321948E Total $45.79 ' 1$25.00 Q1600321951E Total $45.79 DEPART/reNT VALUATION CAUTION-Do not Write In This Space. Value of Value of Eritire Decedent' 5 property Interest pe reen t age Share Estate Valuation )< :'>6 :'>6 :'>6 ~ >0<: ~ 23:581/ ~itlL, 23.581/ 'ii\l~ :>< >0<: IX)< September, 1957 1/2 taxable October, 1957 1/2 taxable October, 1957 1/2 taxable 23.581/ I.jil/~ October, 1957 1/2 taxable 23.58' ~71/~ 22.90/ Iojr'l~ November, 1957 1/2 taxable November, 1957 1/2 taxable 22. 90 /~,S ,19 23.00:/ \.j~.'q, ,$25.00 Q1600321955E December, 1957 Total $45.99 1/2 taxable ,S25.00 Q1600321957E December, 1957 Total $45.99 1/2 taxable /$25.00 Q1605282459E March, 1958 Total $46.41 1/2 taxable ;$25.00 Q1620754990E April, 1958 Total $46.41 1/2 taxable /$25.00 Q1622387983E April, 1958 Total $46.41 1/2 taxable '$25.00 Q1622387988E'.May, 1958 Total $45.06 1/2 taxable /$25.00 Q1622387990E May, 1958 Total $45.06 1/2 taxable r$25.00 Q1604290907E Total $46.41 /$25.00 Q1604290910E, Total $46.41 1$25.00 Q1620754981E Total $46.41 1$25.00 Q1605282458E Total $46.41 tf25.00 Q1631700189E Total $45.26 23.00/ '1S\41 January, 1958 1/2 taxable 23.21........- 4"'11 January, 1958 1/2 taxable 23.21/ 1.j(,,1.f1 February, 1958 1/2 taxable 23.21'/ '1~I"'l1 March, 1958 1/2 taxable , 23.21/ 1.j~11.j1 23.21/ /.:i~,'11 23.211'" 11&''11 23.21/ l..f~j"'ll 22.53/' 1./.$'11)'- June, 1958 1/2 taxable 22.53'/ 1161-6(P 22.631/' l-/6~?-.(,. Insert this total opposite "Jointly Owned Property", Schedule "Eft 1n the 1t As Reported" column on the last page of' this return. jLJ. s-f ~.3.~ ~j. r rr ~3, rr ~I)-. 10 J-j...90 P.J. (J 0 ?- 3. 0 () JJ.~ !J. 3, :;.1 P3."! ~J. 2,1 ,.), 2../ ,.J. 'Z-I ,-.j, M, J.-J- ' ,3 p.,).. 0 ~,., V " , RCC-3B COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ". INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi t.h another or others, including intangibles, standing in the name of' the decedent and others. List real estate first, us entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of' instrument effecting vestlture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as 1n Schedule "B", plus dat~ of acquisition, and the name, address noli relationship (if any) of co-owners to the decedent. Description of Property, Date of AcquisitiQn, Name Unit percentage Estate Address and Relationship of' Co-Owners, and Place Value Share Valuation or Record of Instrument, where Real Estate. DEPARTMENT VALUATION CAUTION-Do not.Wrlte In This Space. Value of Value of Entire Decedent's Property Interest "$25.00 Q1631700192E June, 1958 Total $45.26 1/2 taxable '~50.00 L463022017E July, 1958 Total $91.31 1/2 taxable ~0.00 L464945384E August, 1958 Total $91.31 1/2 taxable 1$50.00 L470192281E September, 1958 Total $91.31 1/2 taxable ~5.00 Q1645446777E October, 1958 Total $45.67 1/2 taxable 1$25.00 Q1647091065E October, 1958 Total $45.67 1/2 taxable t;25.00 Q1648148089E November, 1958 Total $44.34 1/2 taxable /$25.00 Q1648148096E November, 1958 Total $44.34 1/2 taxable 1(;5.00 Q1656740255E December, 1958 Total $44.54 1/2 taxable 1$25.00 Q1656740264E December, 1958 Total $44.54 1/2 taxable L . $50.00 L470995978E January, 1959 Total $89.90 1/2 taxable ;$25.00 Q1666001093E February, 1959 Total $44.95 1/2 taxable / $25.00 Q1670920939E February, 1959 Total $44.95 1/2 taxable ~5.00 Q1670920944E March, 1959 Total $44.95 1/2 taxable ~25.00 Q1675669586E March, 1959 Total $44.95 1/2 taxable ~5.00 Q1680234149E April, 1959 Total $44.95 1/2 taxable ~25.00 Q1680234155EcApril, 1959 Total $44.95 1/2 taxable 22.63 /i-f$\9--~ ,!.:;.. 'J %~\'I I./f", 6~ 9/t ~ <1 ~s:,-t 0/''''~ ~~-; ,..( ~I (1~1 J.t-, t'/ biN? :-t.fr 22.17/ "/1.#1)'1 ft.J. · /7 l.iy,4S" 22.48/l-/",,~f 22.17 22.27 22.27 Insert this total opposite nJointly Owned Property", Schedule "En in the" As Reported" column on the last page of' this return. 11 \./I'~ ~ loj"lISV l-jl./ISY '?~, ~ /) 101~I''f /' "!"/l-q l) -- l711.'fb 1.p. ./1 :;'/1...,1.1 tlJ.. . }..1 If I,i. 9 f" ft./- . tJr :t-~. tj ff" 'J. tlr J,l,Ir }J.J. fir )-~.I./;/ t,' i. RCC-38 < c > , 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 rlecedent jointly wi th anot.her 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 under 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 decerlent. Description of' Property, Date of AcquisitiQn, Name unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. X; y ><X tx MY. x: ><X ~ ><)< KS<: ;oc :><:>6 ><X "x X' "x 0<'9,:>6:><:>6 0<Y>"x percentage Share Estate Valuation tx"x ~ ;0. DEPART!lENT VALUATION CAUTION-Do not Write In This Space. Value of' Value of Entire Decedent's property Interest X5(~ 6. Farmers Trust Company checking account No. 4-4172-4 held jointly in the names of Beulah M. Thomas and Joyce T. Vernon Total $511~24~~ 1/2 taxable 255.62 ~ j.;f.61-- \ There were coins valued at $59.00 in the joint safe deposit box. These coins were the sole and separate property of the joint owner and are not include~ in the Decedent's Estate. S'r;.IJO rJ,d(') NOTE: 0') ,- v... ) u J S UJc ~o ./ Insert this total opposite "Jointly Owned Property", Schedule "E" in the" As Reported" column on the last page of' this return. .. ( $28,4 79 ~~ ~.1~'11 o.:L1. 5~.c{O 29)531.98 - RCC-39 (8-77) =< County, Number and Name '--2. "\. ~ "7 l -( '5 - D30 S Date 01 Death ' 03 - I 6 - ( 8 Estate Nam;\~ ~ (LAST NAME) (FIRST NAME) , c ., SUMMARY File Number '1 fV\. (INITIAL) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County ol~ 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", IIC,., and "E". Dated: \ \ - 'L..l\ - "( Q. L_ 1<. JiL... ' 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 IIF", which greater or lesser amount represents the sum allowed" as a deduction. Dated: REGISTER OF WILLS IcODE ADJUSTMENTS INVENTORV VALUE AS APPRAISED (HARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE Real Property ISchedule A) $ 00+ I"::'l ~ 92+ Personal Property (Schedule B) 10+ (~ "L-' \ <(10 Joint-Held Property (Schedule E) 20+ 7- 9. S3'1 1 <t '2> Transfers ISchedule C) 30+ N iJv-lL TOTAL GROSS ASSETS ?,LJ ,,'1 I"'\l..{ Less Debts and Deductions 40- 93- ISCHEOULE FI CLEAR VALUE OF ESTATE Valuation of life estates or ...l- PRINCIPLE FACTOR VAL.UE CODE r- -t= 1== annuities.......... ..... ......_ $ ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tox on $ Exemptions Totol.Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% ("*) As evidenced by Charitable Exemption Certificates. issued by the Secretary of Revenue. . TOTAL TAX $ Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ t= $ BALANCE OF INHE RIT ANCE TAX DU E Add Interest at rate af 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tox paid BALANCE DUE Add interest at rate of 6% from to $~ $ c $ $ $ $ TOT AL T AX BALANCE $ PAlO $ I SupplementdLCades: (FOR USE IN HARRISBURGONl Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-lile Estate 92+Remainder Appraisal 93-Rema Inder Deduction 93C-Charily 94-"Remainder Residue 96-Successive lile Estate ," FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adiustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. . RCC-B 1 (6-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPL Y PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Joyce T. Vernon 435. W. South St. Carlisle, PeRRa. (Executor or Administrator) In Re: Estate of Beulah M. Thomas (!nmlu:.r1 ~"r1 Caunty - Fi Ie No. 21 7ll 0305 Dear Yau are hereby notified that the appraisement in the estate of Beulah M. Thoinas has been filed in .the office of the Re~ster of Wills of Cumberland County on 11-29 , 19~, Soid approisement reflects the following voluations: Original Reol Estate Personal Property T ronsfers Jointly Owned Totol None 6,241.96 None 28,53].98 34,779.94 '2.<gHt/a 29 31732.,2:S ~r,J, {yt ;/It tJf?j..J-/b' 1 r As to such tax that is paid within three months from date of death, 0 five (5%) percent discount is ollowable.. As ta any tax that remoins unpoid after nine (9) months (fifteen months when death occurred from December 22,1965 to June 16, 1971, inclusive; and twelve months when death occurred priar to December 22, 1965) from date af deoth, interest ot the rate of six (6%) percent per onnum 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 Sectian 1001 of the Inheritance ond Estote Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. 11-29:"78. \J J< 11,;J I Date Signed (,"~A...- I",!J[~ Title Chief :'l'l'raiscr ~ \.... '- ~' Note: This is nat a bill. RCC-2 (2.64) } ; , COMMONWEALTH OF PENNSYJ,VANIA' RESIDENT INHERITANCE TAX APPRAISEMENT . . 'DATE J L-::-"2 ~'- iB COUNTYC~ F1LENO, 2.1-18- 0305 DEPARTMJ'NT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 Whereas, hpA^O~M'\~lateof ~ in the County of ~ ~ Commonwealth of Pennsylvania, having died on the Iln +-JL. day of _f'v\ ~ 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, \ ,......,.A~ G j) 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 e:state for Ufe 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. Dncrlptron of Allel Unit Valuel Apprllilemenl MlIde for Inhllrltance- Tall Purpolel K D , \J 'P /\ ~~ j- ........ , Po ^ _ 0 ~ /\ ~ ';;-J n -\ - _ 0_ '" . '-' ----.J .l~'\~ '\ ,~~ : n (\. \. j -" 0 [) P n - ---.J - ~ "-----' $N~ lP 24 ~ I\:} (}>-..L Z~ 53l ~b '1'0 I{;:::b \l ,~ 1"2t1......-f~ J bj../'?2 ~". . -=-~. 25 ~... '. ^ J", (~ (JJ./ '/ /1 //7 ri/jV I,A I 141 /1 7. , , i , , ; , ,;, . ,. - . .. , , .. - - -J ~ . , . '. , .:.' , ~ ~ ~. -"'.. .- , .... .t- o - . .; .' Having been duly sworn a~d2\g to law, I do hereby certR\that the abODe appraisement is made in con- formity with law on this . L day of ........ ^ ~ 19.:LB.. rA A. j( Zll/A ' Appraiser , l~ and Strtd) ..l~ , Penna. ~ ,