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.~,._ RCC<033 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
CUMBERLAND
IMPDRTANT,
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'otenue. . (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
fJ:..
JOHN S. NEWkAM, JR.
(STATE FULL NAME OF DECEDENTl
,".J
AFFIDAVIT OF
EXECUTOR .
lat. of Cumberland
Slat. of Pennsvl vania
County of Cumberland
ADMINISTRATOR
} s50
Administrator
IMELDA C. NEWKAM',
of the estate of the above-named decedent being duly sworn, depose
Execut~ix
and say
Decedent died
20
, .19~{testate leaving a la~t will, copy o~ which is hereto attached..}
(YEAR) MtJ{~ .
May
(MONTH)
Nome and address of attorney or }.
other authorized'representative to whom
011 correspondence should be moiled.
(DAY)
ROGER B. IRWIN
.
44 South Hanover Street,
Carlisle,
Pennsylvania 17013
That as such Rxp.l:1-lt-ri.x' deponent is familiar with the,affairs of said estate and the property constituting
(EXECUTO R-ADMINISTRA TO R)
the assets thereof and their fair market value.
That at the time of dea.th there was no safe deposit box registered in decedent's individu~l name, or jointly with,..or
as agent or deputy of another, or in decedent's.individual name, with right of access by' another as agent or deputy, with the
exception of the following: .:...
( .
" .
NAME'AND ADDRESS OF'.BANK O'R OTHER INSTITUTION 'THIS SA FE DEP.OSI T BO X REN T ED RELATIONSHIP OF JOINT
!N.WHI~H DECEDENT RENTED A SA.FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
/ NO"'"
That the contents of said safe deposit box or boxes ~re itemized under Schedules
with the exception' of the.~ol1owing, for the reasons hereinafter set f~rth:
of this return,
That Schedu.le A attached hereto and made part .hereof sets forth fully and in detail all the real property
in the Commonwealth .of Pennsylvania of which decedent died having ,an inter~st therein. It also sets forth the
mortgage encumbrances upon each parcel of real property a~ the date of death, giving the amount still due at
death, name of mortgagee, date,. rate of interest; and book and page of record thereof. It.also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market. value thereof
as of date of death of decedent.
That Schedu./e 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 moneysdeft by the. decedent at th~ 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 otJ:l~~.'~e.tl,()fi. or~p-~rs9.ns
giving also separately the accrued interest thereon, if any, down to the last interest d~y 'p"rilD!...Jo'decede~t' s
" "... . ~ ... . . ~...-:
death. 10 the case of savlOgs banks, and to the date of decedent's death 10 all other cases; all bonds, postaL
savin~s, treasury certificat~~' or Inotes. and other evidence of ind~btedness of ' the United S.!ates,~ the d~~:
cedent; all obligations, 'Yhether by statute or agreement they are designated as tax free;. oj. t~ United StateS':-'
Of any state, or political subdivision thereof, or of any fore-ign country, which are owned at the:time of~death;
all wearing ap~arel.. jewelry, silverware, pictures, books, works of art, household furniture,"h'orses; carriages.
automobiles, boats. and, any and all other personal chattels of whatsoe;cr. kind or nature, le9ft by dc"~~dent.
together with the fairly,.estimated market value thereof; all bonds and mortgages held by decedent and'of all
. ' , . ., .
claims due and owing decedent at the time of death, and all. promissory notes 9f other'instruments in 'Yriting
for the payment of money of which decedent died possessed, of whats.oeyer na'tur,~,~ with inte.res~ thereon, if
any, giving the face value and estimated f~ir market value thereof, and if such.e.stima~ed fair.~arket value be,."
less than the face value, it sets forth briefly the reasons for such depreci~tion as i~ each item; all mq~eys
payable to the estate from life insurance policies carried by decedent; all ann~ity and endowment contract's
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the.market value there~
of at such time.
"
,
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and In support of the value of such interest there is annexed to
said schedule, financlal statements showing the assets and liabilities of said co-partnership or 'husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with 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 decede~t, 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 CORY
of the deed, trust agreement or other instrument creating the trust. The"l'! 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 o:f the exercise by decedent, either individually, or jointly wi th another, or any power o:f appoint-
ment vested in decedent, either individually -0: jointly, by the will, deed, or other instrument of another,
with a copy o:f the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for 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 bene:ficiary.
That Scftedule 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 o:f 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 Scftedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and hldiciary'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 ann. unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 o:f the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, i:f any. It is agreed that the :fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any :fee, commission or debt is less than the
estimated amount claiming and allowed, that th~ 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", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this """""".,.",,,,,,,.,,.,,.,.
"
~7]............d:;;.~. ......,,16
ROGER B: , W,.., NOTARY PUBLIC
C^RLlSlE BOR ~H, CUMBERLAND COUNTY
In C.QMMISSIQN EXPIRES acT. 3, 1980
x~.~.....c."..,.~.~~~-~"-,,..,.,,_..,
( E"'eCILtor-Admini;t;;.7.::)=''-'''<'<''''~''''
IMELDA c. NEWKAM
5{)4Wa(~~~'n;::t.;r.".'''''.''.''.'''''.''_.__.
.",Ga:r.Jt~Jie,f.A.,l..7QJ3. .................
(City or Town a.nd State)
NOTE: Before signing affida.vit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the worn "None", anrl in case the assets include rare and unlisted securities,
secur! ties of close or family corporations or an interest in any co-partnership or business, that the
data and statements requirerl under the 'Paragraph above relating to Schedule "a" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
,.
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,,'RCC-34 (4-73)
. COMMONWEAl.TH OF PENNSYl.VANIA
'DEPARTMENT OF REVENUE
BUREAU OF COUNTY COl.LECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDEN'r
SCHEDULE "A"
REAL PROPERTY
*
Real property fn Pennsylvania, with stdlement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant .in cammon with another or ather, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
h el d as joint tenants wi th ri ght of surviorshi p or ten ancy by en ti reti es shou Id be reported on Schedu I e "E. ")
The rool property located In the Commonwealth of Pennsylvonla should be (1) (2) (3\
descrihed by lot and block number, street and street number, together with DEPARTMENT
o general description of the property, with a referoF1ce to the record of the ASSESSED VALUE VALUA TIDN
conveyance by which the decedent took tlt'o; tf 0 farm state number of a- FaR YEAR OF ESTIMA TED CAUTION
eres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, ete.,ore DEATH In .hl. Slpace)
to be listed on Schedule uFtt and must not- he d_educted from this schedule.
NONE
N CJ>-.-A-.
..
'.
.
NONE.
Insert this total apposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
,.
RCC -35
'*
C01~[ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Item
No.
1.
2.
3.
4 .
5.
6.
7 .
8.
9 .
10.
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal prQperty owned individually
by the decedent, at the time or his death. Property owned by the decedent jointly with another or others
must be listed 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.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 certif'icates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundlstributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
ITEM
List and describe fully
UNIT
VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
ESTIMATED
MARKET VALUE
Mounted Animal Trophies..................
19,185.00 t C{....l '6 S. 0=
1976 Cadillac Automobile
Title #B28020691
Value based on sale.....................
8 ,200 ~ 00 S ,'2.-00. 0 C>
Browning 12 guage pump magnum shotgun....
175.00, \.\,S.o=
350.00 3So .0<>
400.00 '-\.00.00
Weatherby 22-250 rifle...................
300 Magnum weatherby rifle... ...... ......
12 guageRemington pump shotgun,.........
16 guage Browning shotgun................
16 guage ~inchester shotgun..............
Browning 22 ca1. rifle...................
100.00 l.OO' 00
135.00 \..::,S.()O
135.00 I... ?:>S. 00
85.00 65. 00
Farmers Trust Company
Cert. of Deposit #14190............... .
21,313.62 '"2-\\3[:,.\0"2-
, .
.
. TOTAL
50:678 ..62: So ,tl1 '3 . <0 L-
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reportedn column on the last page of this return.
~
~
July 31, 1978
The following is a list of stuffed animals & Fish from Dr. Newkam's
collection. The most valued items are those of the endangered species variety.
Most of these will be in the category of large animals native to the United
States. The other animals and fish have little value.
Code: F M (Full Mount)
S H (Shlilulder)
Large Animals
Black Phase Leopard (FM)
Oscelot (FM)
Water Buffelo (H)
~Iule Deer (H)
Mountain Sheep (H)
Brown Bear Sk.in
Deer Horns
Elk (H)
Cougar (FM)
Bob Cat Rug
Pronghorn (H)
Gayelle (Thompson) (H)
Kudie (H)
Corscia Goat (H)
Mouflon Sheep (H)
Chamais (H)
Leopard (FM)
Polar Bear (Fl1)
Zebra (H)
Wart Hog (H)
Ringtail Cat (F~I)
Hale Lion (FM).
Jaguar (TII)
Bengal Tiger (FM)
(2) 65 Ib Elephant & TUBks
Peccary (H)
Vlild Boar (H)
Wille beast (H)
Leopard (H)
Whitetail Deer (H)
Water Buck (H)
Brown Bear Upper ~
Deer (H)
Antelope (H)
Sm Antelope (H)
Fallow Deer (H)
Doll Sheep (H)
Wolverine (FM)
Sheep (H)
Sheep (H)
Eland (H)
Hippo (H)
Whi te Tail Deer (1I)
Sable (H)
vlolf (H)
$2,500.00
500.00
150.00
20.00
300.00
100.00
5.00
150.00
500.00
40.00
50.00
50.00
100.00
~0.00
50.00
50.00
1;000.00
4,000.00
50.00
25.00
200.00
1,000.00
1,000.00
2,000.00
1,250.00
50.00
20.00
35.00
75.00
20.00
50.00
1,000.00
20.00
50.00
35.00
35.00
500.00
100.00
50.00
50.00
50.00
150.00
20.00
75.00
25.00
H ( Head)
J1aboon (H)
2 Honkeys (H)
Cape Buffalo (H)
Pronghorn (H)
Badger (H)
Flack Bear (;,'
Impalla (H)
Sossoby (H)
Axis Deer (1I).
Sika Deer (1I)
Antelope (H)
Kudu (H)
Coyote (H)
Caribou (H)
(Award Winner)
$ 50.00
50.00
125.00
50.00
50.00
50.00
50.00
50.00
40.00
25.00
50.00
100.00
40.00
200.00
SMALL ANIMALS
9 Pheasant (US)
English Pheasant
Asian Pheasant
2 Mallard Ducks
2 Buffel Heads
Raccoon
5 Squirrels
Pintail Duck
Woodcock .
,2 Quail
2 Grouse.. ,
, Woodchuck ,~:: .-
"\ Barn ,Owl,.",,,,.
. . '';
Merganzer
- ,Horned Owl
"':porcup1ne
1 ,;2 Fox Squirrel
, liild: Turkey
StoPposum
;~Muskrat
\>;\ Chucke.r .
!..~jArmadilla
I.Albino Ground Hog
} 2,Snowshoe Hares
j~2,Flying Squirrels
....red Fox (FM)
FISH
2 Coho
2 Palominos
Stripped Bass
2 Small Mouth Bass
2 Brown
, 3 Rainbow
Har lin
Sailfish
, Dolphin '
. , Crappie.
" Brook
; ,,2 Muskie
. Walleye
'~Large,1Ba5s
Pike
:' Salmon
;; ~ "I.
, .~r:
"..
'C.
$ 90.00
15.00
15.oc
20,00
20,00
10.00
50.00
10.00
10.00
20.00
20,00
10.00
10.00
10.00
10,00
15.00
20.00
15.00
10,00
10,00
10,00
20.00
20,00
20,00
20,00
20,00
$ 20.00
10.00
5.00
10.00
10,00
15.00
10,00
10,00
10,00
5.00
5.00
20,00
5.00
5,00
5.00
10,00
,
"
LARGE ANHlAIS
SHALL ANIMALS
FISH
TOTAL
<
$18,530.00
500.00
155,00'
$19,185.00
- 'l
" ... '''_r.'~- '--
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"
.. . .-.
'-.-
Jul.y )1, 197~
Irwin, Irwin, & Ir.in
44 South ~anover St.
Carlislp-, Penna. 17013
The foll;\"'inC is a fair and ju"', a,', I'a i-.; ,1 of the personal
property of Dr. John S. Newk",-: Jr. (,icc'", ",J: S:,!, "!31nut St., Carlisle, Fa.
This PDpraisal is "Asf'd ,)n IS v CJ':; ,'xn.'ricnce in Sales ~:ana~ement,
Antique and Auction k,siness and is in "r~,;r,i \,,~t.h the preser.t mark~t
value in Pennsylva.lia.
,
S?eCial Items
Brownin[; 12 Gauge PUIr,P Magnum $175.00
Weatherly 22-250 Mark v
Varn1master w/2x - 7x
Redfield Scope $350.00
300 MagnulIl Weatherly
~2rk V wi Scope $uOO.OO
12 Gauge Remington Pump
Model 870 $100.00
Camoing Gear $ 65.00
TOTAL EUNTING GFAR
~1":)90.00
.' ,
.'
"
',.' >- ..I' ,
\.i 11iam G. R0...e
it. D. HI, Box 15(,
Carlisle, ,Penna. 17C'13
TI1f"""~
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-
8110676
SHEAFFER BROS. SPORTING GOODS, IHe.
. FISHING TACKLE
. HUNTING SUPPUES
. TOYS
,
HANOVER & NORTH STS. .
CARUSLE, PA. 17013 i
PHONE 24302161('1
y- c/ - 7 II
19_
. HOBBY SUPPUES
. ATHLETIC CLOTH1NG
. TEAM SPORTS EOUIPMENT
Sold To
Address
NET AMOUNT
(l
THANK YOU
..A.W./t..INC.....!CI1J.NlCr.eullG.'....11055
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FARMERS TRUST COMPANY
CAlU.ISLE, PENNSYLVANIA
SEP 1 2 REC'P
Da~ ,Septemb~r 11. 1978
Irwin. Irwin & Irwin
44 S. Hanover Street
Carlisle~ Pa. 17013
Re: Estate of
John S. Nevkam. Jr.
Date of Death . M~ ?O, 197fl
Dear Mr. Irwin
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 information in
duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven-
tory forms (RCCl to substantiate the balance you report. .
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 trul:, yours, ~
~/" (.//
ty~tlk j
Hendricks
Special Services
CD #14190
$21,146.22 Principal
167.40 Accrued Int.
This certificate is tn the name of John
S. Newkam, Jr. only.
/
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'.
llCC- 36
COMMONWEALTH OF PENNSYLVANIA
THANSFER INHEHITANCE TAX
SCHEDULE "c"
T RAN S FEllS
*~
FlES IDE,T DECEDENT
(1) Dirt decedent, within tW? years of'death, make any transf'er of any material part"p..f his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) NU
(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 1n the affirmative state:
(a) Age of' decedent at time of transfer N/A
(b) State of decedent's health at time of' making the transfer. (Note 1).
(c) Cause of decedent' 5 death. (Note 1).
(4) Did decedent, 1n his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) NO
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? "(Answer yes or no) N/ A
(b) What was the. transferee's age at time of decedent's death? N/A
(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 enjpyment of or the right to income from the property transferred?
(Answer yes or no) NO
(0) 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 af'firmative, state whether the right was reserved in decedent
alone or others N/A
(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 no) NO
(8) Dirt decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which cmlld revert to rlecedent under terms
of transfer or by operation of law? (Answer yes or no) NO
(9) If the anSwer to (8) above is in the af'firmative, was the power to al tel', amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) N / A
NOTE 1: .The anSwers to these. questions should be supporterl by affidavit by the attending physician as
well as a copy of the death cer-tificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship or transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
lIAIlKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
N (0-L
NONE
Insert this total opposite "Transfers", Schedule nen in the
n As Reported" column on the last page of' this return.
,
'RCC-37- (12-63)
. ....
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
IJ~.. ~! ~
~
BENEFICIARIES
.~ . '.
(
h
.. RELATIONSHIP
BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED 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
BRUCE TRUXAL SON-IN-LAW YES 00 Mag. Weatherbv
Mansfield Villao-e Ants~, ifle;.12 guage mag.
Hackettstown. N.J.. 07840 . . rowning sh ot,gun .
JONATHON B. TRUXAL GRANDSON YES 16 guage Browning
Mansfield Villao-e Ants. shotgun: 22-250
Hacekttstown, .N. J. 07840 1.10<>"''' ~; f'1 0
JANET CARLSON DAUGHTER YES 16 guage Winchester
ll8 East Graisburv Ave. shotgun; 12 guage
Audubon N.J. . Remington shotgun.
WILLIAM CARLSON SON-IN-LAW YES 22 Browning rifle.
ll8 East Graisburv Ave.
Audubon, N.J. 08106 -
Lloyd Trayer FRIEND YES Dall Sj"leep mount
244 West North Street
Carlis le. PA 17013
IMELDA C. NEWKAM WIFE YES Remainder and res id u
"04 Wa'n"t Streot .
Carlisle PA 17013 .
,
e
Deponent further says that all the above-named beneficiaries are living at this time except below:
.
NAME DATE OF DEATH RESIDENCE
,
,u __ d ,u __ u,..,. u u. u u' q. un, U U d.>-.. _.__
(1)
(As Reported)
$... NONE
$5Q~07S.6?
$HHNONE
$..
$.
$ H5.P.)9..7.~8 ,~? .
(2)
(As Determined)
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SUMMARY
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..H..... .....H.. 'HHH.(Sch. "B")
H.(Sch. "C")
$
$
$
$.
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$
Gross Taxable Estate.
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RCC-!I8
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scherlule must d.isclose all property, real and personal, owned by the rlecedent 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
"Aft, plus the date and place of record of instrument effecting vestlture, but no not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as In
Schedule "B", plus date of acquisition, and the name, addresS and relationship (if any) of co-owners to
the deceden t.
Description of Property, Date of' AcquisitiQn, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
percentage
Share
Estate
Valuation
~
O<~
~
>0<:
~
<X
:><
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~
36~
DEPARTlIENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
~
0<
~ 0< 3S 8:8: ~
0<
NONE
N f'--I..-
,
NONE
Insert this total opposite "Jointly ~wned Property", Schedule "E"
in the" As Reported1l colunm on the last page of this return.
/
.
. .;;
;- '.
i RCC-age(15-158l
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
.
SUMMARY
Estate of NEWKAM
(Last Name)
JOHN
(First Name)
JR.
DATE OF DEATH Mav 20 .197fFILE NO.2l-78- 306
S.
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
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 i tern in the last column to the right in Schedules" A", "8", He", and "E".
Dated:
~_Q5::, 12~
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Cumberland County, Pennsylvania, do respect-
fully report that [ 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 Sche;dule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint - Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS REPORTED VALUE AS APPRAISED
$ $
VALUE AS REAPPRAISED
$
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
ESTATE TAX ASSESSMENTS $
t=
.t=
1=
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
COMPUTATION OF TAX
2%
6%
5%
10%
15%
.
$
$
$
$
$
(.) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
t=.
$
$
l=
$
C
1-
t=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY A.DJUSTMENTS '.
NOTE: Where subsequent adjustments are made to the above cumputation of tax by the Register of Wills, for proper reason,
same should be noted below. with short eXplanation.
. .
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REV-SIB (8..78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Imelda C. Newkam
504 Walnut St.
Carlisle, PBIm.a
(Executor or Administrator)
In Re: Estate of
John S. Newkam
Cumberland
County - File No.
21~78-0306
Dear
You are hereby notified that the
appraisement in the estate of John S. Newkam
has been fi led in the office of the Register of Wi lis of Cumberland
County on 11 Januarv , 19~, Said appraisement reflects the fallowing
valuations:
Original
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
50,078.62
None
None
50,078.62
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may abject thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estote Tax Act of 1961, 72 P. S. 2485-1001, P'd~ ~~
D 11 January 79 S' d
ate . I gne.
Title
Administrative Officer
Nate: Thisisnotabill.
"
~r
RC C~2 12~64)
/
, . DEP.ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DAT~J \ .So.:':~~1~
~-
COUNTYC~~
FILE NO. '"'2- \. --['a - O?, 0 ("
Whereas,
late of
(' AJ../\ fl. '.e. '
2)~S.N~
in the County of C ~ o. Q Commonwealth of Pennsylvania, having died on
-'
the 2 C? --t-'L- day of [V\. ~ 191 S, seized and possessed of an estate
subject to Inheritance Tax under the laws of ,the Commonwealth of Pennsylvania;
Therefore, I, . 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 ot any estate for Ufe or for years, the pommonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
UnIt Appr.llisement
Description of Allet Values Made for Inheritance
Tall PurllOlU
Roo p~~. $ N ov-L
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Having been duly sworn a~r~ng to law, I do hereby c~ify that the above atlPrai~ement is made in cop-
formity with law on this ~~ day of ~~ ~ 19.::1...i..
~ ~.,.., Appraiser
r'
~ (N\unbet and $tnet)
~
, Penna.
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