HomeMy WebLinkAbout02-22-79
d.-3-.2-~11
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t' ~,-..-F.~C~~.3 (4./3)
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COM,IONWE....LTH OF PE~\SYLVANlA
DEPARH1ENT OF RE\ENUE
BUREAU OF COU\TY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF Currberland
IMPORTANT,
This return must be completed in detail and filed in duplicaic.. with all attached, with [he Register of Wills of the
County where decedent resided; Return is due within nine ;110ilths after date of death, unle.!'.s an extension is grarned
by the Secretary of Re'ltenue. (Seclion 703 of the Inheritance and ES1,HC Tax Act of 1961,)
Late of
Currberland
c..J
EXECLTOR
1:-1 THE MATTER OF THE EST A TE OF
James Alfred Armstrong! Jr,
IS,. A,E FUl..L NAME OF DECEDENT)
AFFID.~ VIT OF
AD~[["ISTRA TOR
State of
pennsylvania
Dauphi11
}"
Cou"nty 01
Admini ~trator
Patr; d a T PC' 1I.;rmc;tmng
of the estate of the obc;',~.nomed decedent being duly sworn, depose S
Executor
end sayS
{MONTH)
Nome an(f address of cttorney or }
other ol,llhorhed re_presentot;.....e to whom
olli;orrespondeni;e should be me iicd.
\DM'f\
'19~{testote leoving a lost will, copy of which is hereto attache.d. }
\.t EJo."R) inlesto'le
Decedent died
June
10
Patricia L2e AIn1strona
3600 Logan Street
Camp Hill
Pennsylvania
executrix
Tl1at as such deponent j...-; fGmiliar with the affairs of said estate and the property constituting
(EXECuTa R.ADMlhll 57 RA TO R)
the assets thereof and their fair market value.
Thal at the time of death there was no safe deposit box reg.islered in decedent's individual name, or jointly \'.'ith, or
as agent or deputy of another, or in decedent's indi\"idualnamc, with right of access by another as agent or deputy, with the
exception of tbe following.: -
1 THIS SAFE DEPOSIT S0:.< REN7EO RELATIONSHIP CF JOIt.:T
I IN N'/';ME OR t..JJo.t,o\;::S Or HOLDERS TO D:::-CEDE:~T
I James A. th R. An11stron e
f J' M
I
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
4 IN WHICH DECEDENT REN,ED A S.-\FE DEPOSlr BOX
Dauphin De)Xlsit Bank and Trust Co.
Market St., Harrisburq, Pa.
That the contents of said safe deposit box or boxes are itemiz.ed under Schedules B & E of this return,
with the exception. of the following, for the reasons hereinafter set forth:
ThaI Schedule A attached hereto and made pari hereof selS forth fully and in delail all Ihe real property
in the Commonwealth of Pennsy.lvania 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 de_3th, giving the amount still due at
death,. name of mortgagee, date, rate of interest, arid book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuaJ-ion of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully. and in de-tail all personal peoperty
whereso\'er 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 companic-s, or other institutions, whetber individually, or in trust for any other person or persons
. giving also separately the accrued interest thereon, if any, down (0 the last interest day prio; ~:J.,d~.te.a'ei1t}~j..
death in the case of savings banks, and to the date of decedent's death in all other cases; al:f'''b.l)n\ds,.post~l.....'''''''''",
~ '.,' -. . - .;
savings, treasury certificates or notes and otber evidence of indebtedness of the United ~fj)"t~s<tQ)~th6,d-e~"""''''~
.... T -..:;;. ... ~ ~
cedent; an oblig.ations, whether by statiJte or agreement they arc designated as tax free, of2,tlr't-nr.:j'ted State....sy ":::::.,
-._.~ - ~........-
or any state, or political subdivision thereof, or of any foreign country, which are owned at"l'll;::t.411e o~Jleatb~ ~ ~
.all wearing apparel, jewelry, silverware, pictures, books, works of art, household fUrTliture,~lQJ1S'~~..,....carriages-;;: ~ f
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature,~e.ft -b(":'dccedc~nl~ ..:::~...
togeth~r with the fairly estimated marke.t value thereof: all bonds and mortgages held by de[e~~J~~.,.~';1d '~1~ all" ""......
, l.... _. .,\
claims due and owing decedent at the time of death, and all promissory notes or otl1er.instrumcl1ts.,inj\Titillg'
for the pay~ent of money of wbicb decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving lhe face \'a}ue and estimated fair market vallie thereof, a,nd if such estimated fair.l1lurke-t vallie be
less than the face \'o.lue~ it sets forth briefly tile reasons for surh depn:ciation as to each item: ail moneys
payable to the estate frorn life in~uraliCt policies carried by decedent; all annuity alld endow.lllclll contracts
the proceeds of which were payable llf'On the dcalb of lhe decedent: all and tl,c corporate Slacks and dividends
due thereon and unpaid a5 or lb~- :~;.I" l{ death. bonds and accrued intCresl [hereon to the date of decedcJ1t's
death and other in\'cSlni':'>[ "en;: ., (l .:\...d by :11.... d~L"ed('i1l a, the time of death, with the markr.t value there-
of at such time.
.'
.
'.
.
In the cll.se of securities of clo~e or fmnily corporrttions, the v:d\leS reported are as far as
]'ossihle SllllstRlltiatert by fillallciBI stRtemen~s of the corpor~tions~ showing the ~ss~ts and liahilities
tht',E'of as (If the ctflte of oeath. The scht:dl-de [;.150 sets forth the interest of rlcc('d0nt at th<::!' lime of
nt->fl.th in f.ny co-partnership or lmsiness, Jnd .in support of tl!fl valufl of such interest UV:re js annexed to
sate. se.hed1l1e, finAncial statements showing the assets find 1 iCibilities of sfllo cn-partnership (lr lmsiness.
:\ co!'y of thp co-partnership e.greernent, (if oral, a statement setting forth the natllfe of U;e dgreement)
tOf.:,.~tlH>r ',d Ul a statement setting, forth the cl~aracter of the bllsiness, i t5 loC'fttion. and sll~h otJ!'?r f8(:r.s
f''''f'ti.i!llr.,!:; to the husiness 1\5 may be pertine~lt to a fair and just Bppraisal of th~ rle~,~d(;,:nt' 5 inter~st
th!::',(,i:l p;ust be s\1tmittpd. It should also set forth in itemjz~d form~ to.;eUler with t!le fair market YG.)l\f~
ther~nfJ arlY other property owned or bequeattled by tile decedent at the time af death.
The Scr.edule C attached hereto and made part hereof sets forth a trlle answer to each inquiry
contfiino:d therein and in the case of transfers of property, real or r-ers()....al~ within two yel:l.rs of decedent' s
death, in C'ontempl&tion of decedent's deat.h, or intended to t3.ke effect in -possession or enioYl'lt~nt at or
after denth, said schedule sets forth th.e nature ann ,'nlue of such prtJ}\E'f'ty. to whom tr:msferred, tilt'
re lation!:>hi p 0 f the trans ferees to the dt=:! certen t, the propor ti ona te share recei vert b:-' each trp..:1s fe;-ee .:itHl
all oth8r facts of fl pertinent natnre regarding sain transfers. In the case of transfers h1t~tldcrJ. 11>
take effect in possession or enjO)lTItnt at- or after rteath~ there is also attachert to r.he schenule it copy
of the deed, trust agreement or other instrument creating the trust. Tber'~ is also set forth in 511i(1
schectule a list Qf all property, real and -personal, ~with its value! which 1-t.'t~ses at dect?d.:mtl ~ (~'''[jtlJ I,~'
virtue 'Jf the exercise by decedent~ either individually, orjointly with another, or a..ny pc)\n=-r ,-,I' ,1.!:;Joi:J1-
ment .....ested in decedent, either inlUYidually or jointlYl by the v,'j.ll, rtE'en.~ or other iJ~strument of' :>,!10tht'!..
'",'ith a copy of the instrllJllent creating such po....'er attached to the schertnle.
That Scf>edu/e D attrichert hereto and m.:ide part l'creof sets fo!'t.h the n:"-t~es A.:y~ arldr~ssc.'s of I;}'
persons beneficIally interested in this estate at. the U_me of decedent's neath! the llature of th~ir !'e~-
pective interests, their relationship, if an;y, 'to the rlece?ent, together with the uges at. rh'~ t:il"H<:? 1';'
,iecenr::nt's death of all minors, annuitants ann beneficiaries for life nnr1er dec~d.elltls Will. It nJs\,
contains EI. statement sbowing which of th~ beneficiaries narnerl in th8 ~ecedent' s \'\il)~ if ~my. (L1E-l: i'rior
to dp'cf:dent, the dates of their death, their issue, rUin the relationship (l(' such issup. to t:!p !,,"'~',:..ricL~r'y.
T1Ul.t S.:t>edu/e E attached hereto anrl marle a part. hf?reof sets f(Jl'th 0:-.11 lJl'O~Il2'rty, 1'(':.11 und per-
SOtHil, owned by the decedent jointly with another or othel's~ including int:l:?g:ible: st.ans.t~; in t~'e na:;;'~
of the decedent ann others, plus tbe date and pll'tce of record of instrurnents et'f8cting t.rl~ \estitur~ (:1"
real eSV:l.te ann the date of acqllisition of personalty, plus the n,~lIle. r\.dd.]'(:s::; ;t:ld J','l<l,.\"ll:'~.::.. . r
of co-oymers to the deceden t.
That Scf>edu/e F attached hel.~to and made a part hereof set.s j",rT!, 1'"1:11.. .,l',~ ....~. .!."',:, '.11 ,t':1""
and deductions claimed for ann on behalf.of this decedent.'s est.aT_e~ jnc'l.l:din:.~ 1':;';'.::,~~1 :-,::,,'~-!:-;es. p:li'-::
family exemption, where f1pplicahle: costs o'f hliministration of thi~ e,,-::'::-(': "'"'l "".~ ...' :\\:':.i,:,~,:,....I~
C ommiss ions paid 0 r to be paid; cos t expencted for but'i"l tr\IS t.s. tonh.':- :1; ':';': " ,-' " .' '" ' ;... ; .-
gious services, in consequence of the death of the decertent; ctebts ann cl.:iimS owing ,mrl lH\;\:,;j<i .t t tir;e 0]'
death; texes accrued chargennle for period prior to decedent's (leath (exc.e'pt thc.se hl10\',~d m"J':' S,-:-.ct.:!'-'i't
651 of the Inheritanee and., EStlit.8 Tax Act): tnz~ther with fl strttem('-~':r. "I' l'1,1').-,1\.t,,.-d ;It..,l~',,,, ~.,.~. (dj~i.~'-
tions, if any. It is agreed that the fiduciar~' will present proof of ~'l:..,i ..:i;~li:l"rt ,)l>;:::~,L_i' -,:"vll 1.'-
quest, that if the amount actually paid in settlement of any feel commission or debt, is 1':'::;5 thfln t:w
estimated amount claiming and allowed, that the same will ne reported to the Register of IfiJlS, tt;H! tll'::
the amount of tax assessed can be reassesseq in f'~ccorn[-!.nce there.....ith.
That tbe tota1s of the appropriht-e columns in 'Schenules "AT1~ T1BT1, Me", RE", and "F" as dire....'f:.'d therei:l,
hase been carried forward and properly registe!'ed in the Summary.
Subscribed and sworn to before me thia
...................'.-...... '. ---;' r
';c.7:'~..?J?:..j,~=C"1;\. day of ... ";~'':1MA..'lN
" ,,"' <h" ~:;'._.., ~_. ' U 0
.:-~__ ifj.' .I)..~'.... ~
"," 7---
~m71(~JR~.r.9J~~~.;9Bl" . ........ ... ...... .
::. Hamsburl). PA,+ ~ "~il_,!phin County
, . ~ ~ ~ :::
.! ",..-J$'
~'(ITE: Be fG.re,'s~igni n~ affiday i t maKe SUI'~ rd 1
fjlled in ....jtll details or the word. n~onl"!!~ ,.wi
d.IA
m 19fJ
a:;~~,;~~1Jq~
.}~QOl!?g":J:lStr~j::
(Street 1,,';;.:-L:; ;'
Camp Hill, Pa. 17011
(City 01" Town cnd State)
hlank ~pGcc~ ill U": ,'1rfidp,\'it <inn 5chl:,_11l1('s
; ~ , . ~ ; ". ",: (.. 1 ;' r" .
in case the asset~
i.llC)llde ['I,re anrl l\1lli~tf",! s."('l'riril.....,
securities of close or family corpoI'lltions \11' A.n tnlpr8St in fillY ('o-P:tl'ulIC'rshii' or husi:I'~:""" :',:\t i."~'
nata ftnn staU'ments ret'jllirerl linneI' t.he )\arHgral'h 011;0\'(> I'elating to \:;ch,vhl1.. "HI' :a.',-, ;\tt.jl~h.~<1. \>.., 1'.:11."
c~r~,d n th01 t c(,lllmn '71 in the nSurun~try" has ~18~n prop(>-r) y ('n!11:',ll~l~rI ~'S .'1.],<1-...'-,11 r<>,_' I ,'d.
.~
RC C-3.:..,(t;.7:51
"COMMO~~WE.Al TH OF PEN~SYLVANIA
~EP.A~TMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDFNT DECEDENT
SCHEDULE "An
REAL PROPERTY
Reol property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Properly held by the decedent as tenant in cammon with another or ather, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as ioint tenants with right of surviarship or tenancy by entireties should be reported on Schedule "E.")
The real propert~' loccted in the Commonwealth of Pennsylvania should be (1) (2) (3)
described by lul and block number, street and street number, together .....ith DEPARTMENT
o gener~1l ocscriptlon of the property, .....ith a reference to the record of the. ASSESSED VALUE VALUATION
conveyanc:e by which the decedent took title; if a farm stete number of Q- FOR YEAR OF ESTlMA TED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, css~ssments, accrued interest on mortgages, etc.,are DEA TH In thlli space)
to be listed on Schedule 'IF" and must not be deducted from this schedule. _
NONE
,
.
-
N CSV-\.-
Insert this total opposite "real property", Schedule "An In the X X X X X
"As Reported" column on the last page oi this return.
(~O=
~~
L.. t=-
,
ECC-=r-25 '
f':'
It. .:.i.r. 1:>.
"i~..:~........
~:t"'~;~ri;~
1;,:>,.,. ,,',cy. .;:'<71
~~~
i.'
COl~[ON\\Tc.\.LTH OF PENNSYLVANIA
T~~~SFER INHERITANCE TAX
J\ESIIlEiH DECEDENT
SCHEDULE "Boo
PERSONAL PROPERTY
Ij\STHucrIO~S: This Schedule must disclose all tangible and intangible persona.l property o.....ned indl':idually
by the decedent~ at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "En. Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.G.D. U. S. Savings BO:1ds and tenta-
tive trust accounts, must be listed, despite the fac't that they are not of the adrniniste;-ed estate.
Tangible personal property shouln 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, tnortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest 1n anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
I tern
No.
ITEM
List and describe fully
ESTIMATED
MARKEr VALUE
UliIT
VALUE
Miscellaneous Personal Property
$
Checking Account:
Dauphin Deposit Bank
#031300831123-4687
"'-
4,028.88
\~ 340. 5
15,858.3
Wages due from Pa. Senate employment
Wages due from Shearer Mette and Woodside
Partnership Agreements:
Krekstein and Rubin
Carbis Walker and Associates
'\0,000.0
7,442.2
Stocks: "-
Arizona Public Service - 50 shares 19 3/4 ~. ~87.5o/'
Commonwealth Realty - 1010 shares 9 3/4 \\9,847.5
Dictaphone - 100 shares 16 1/2 ",1,650.0
Earth Resources - 100 shares 16 1/4 ~~,625.0
General Public Utilities - 284.561 18 1/4 ",5,193.2
Hall's Motor - 95 shares 13 1/8 ~ ~,246.87
Harnischfeger - 100 shares 16 1/4 '1,625.0
Meadville area industrial bond ~2.0
Meadville Community Hotel Bond 5.3
. Meadville Community Hotel - common '" "-lO,7
Municipal Invest. Trust Fund (1st Series) (4) 923. 75 ~695.00
(3rd Series) (1) 896.25 .<' \ ~96. 25
(8th Series) (1) 850.50 ,,~50.50
(10th Series) (3)788.75 2,366.25
'17th Series) (2)875.00 "1,750.00
Pennsylvania Power and Light - 200 shares 21 1/2 ~,300.0
Northeast Utilities - 100 shares 9 3/4 ~75.00
Tucson Gas and Electric - 100 shares 16 1/8 '-1,612.5
United Refining Co. - 100 shares 18 7/8 "--i,887.50
Gun Collection 'VI, 906. 0
Cash in Possession
\
DEPART~ffi,T VALUATIOli
(Do not write in
thi"s space)
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\1.. "2-lLc !
xi (8l,220.0~ 'dl)L.l.L(ol
I
I ~ - -. :=-fI-:," . f) . 0= ,
"I~
S~ L,l.,.
--------
I nser t this to tal opposi te npersOD,'ll Proper ty", Sehedul e "B' in
the "As. Reported" column on the last page rJf thi's retur:l.
X
RCC -"'36
'CO~(M.O\\''-E:.UIli OF PE\\SYLrA\IA
TRA\SFER I\HE,UTA\CE TAX
SCHEDULE "c"
TlU\SFEnS
.~~
~. .i<":. "',
\;{ff7"...."':y"V
k."""'l~~?0<'~.\
j' f;;"'\:.:":,,~;)
q~~,,~..:0:C--
,
RESIDE~T DF.CEDE\T
(1) Did decedent, wi thin two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate considera.tion therefor? (A.nswer yes o"r no) No
(2) Did decedent, within two years of death, transfer properLV from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes' or no) Nn
(3) If the answer to (1) or (2) above is in the affirmative state:
. (8.) Age of decedent at t.ime of transfer
(b) State of decedent's health at time of making the transfer. (1\ote 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any tranSfeI" of propert~. without recei\'ing a valuable or adequate
consideration therefor which was to take effect in possession or enj0yment at or after his death?
(Answer yes or no) No
(a) Was there any pOSSibility that the property transferred might return to transferer or his
estate or be subj ect to his power of disposition? (Answer yes or no).
(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 tmder which transferor expressl:\-" or impliedl~' 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 th(' 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? (A~swer yes or no) N~
(6) If the answer to (5) (b) above is 1n ~he affirmative, state whether the right ""'as reserved in decedent
alone or others
(7) Did decertent in his lifetime make a transfer, the consideration for which was transferee' 5 promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, tra.nsfer property, the beneficial enjoyment of which wns subject to change,
because of' a reservert power to al ter, amend, or revoke, or which cOllld revert to decedent under terms
of transfer' or b~" operation of law? (Answer yes or no) Nn
(9) If the answer to (8) above is in the affirmative, was the power to a1 leI', amen~, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent ann. others?
(Answer yes or nor
NOTE 1: The answers to these questions should be supporten by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to a.ny of the above questions is yes, set forth below a d,;scription of the property
transferred, it's fair market value at date of death, dates of transfers and to "'horn transferred, .Hth
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.
lTEM
DESCRIPTlON
,llliKET VALUE
(Es tima ted)
DEPT. V ALUAT ION
(Dept. Onl)')
NONE
Insert this total opposite "Transfe-rs", Schedule "e" in the
"As Reported" c()lumn on the last page of this return.
~Q,~
'\( ~ ' L, F
.'\CC-<'I. (1:2-6,)
" ....."' ;
l'l)';t;\O\'\\'E,~LTII OF n::\:\,YYLA:\IA
TH.~I'SFF:R Ji\I\EHITA:\CE TAX
Rt:S!DENT D[Ct:DS!\T
SCHEDULE "D"
BE;\EFICIARlES
BE!\EFrCIARISS AND ADDRESSES I
lStare full narnfS and addresses of all WIlD
n:tH' an interest. H:sted. contingent or other-'I'.
wise, in estate)
RELATIO'\SHIP I ., ,. I
(If step-child""n 0r SUR\ I/ED I
illegitimate ('i1~ildren I ~~CEDE!'iT
ilrc involved, set I S 1 ATE ,'ES I
forth this fact.) ! OR NO I
l~ife T Yes I
I I
Daughter I Yes I
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I
,
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i
,
I
,
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to I
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I
Kathryn R. Armstrong
27 Eastgage Dr., Carrp H~ll,
I
I
Pa.
patricia Lee Armstrong,
27 Eastgage Dr., Carrp
David B. Gentzler
Hill, Pa. I
Trini tv L1:ltheran Church
Chestnut Street, Carrp Hill,
Bucknell lJniyersi t;y
Lewisburg, Pa.
Ursinus College
Collegeville, Pa.
ArrericanHeart Association
Harrisburg, Pa.
I
I
Pa.1
,
Nephew
Yes
I , I
.
i
. ,
"
i I
,
.
2721 Cambridge Road-York, Pa.
Dauphin Deposit Bank and TruJt Co. (Trust)
Decedent's Estate Planning ~cuments.
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pu:rsuant
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F.>.~,;, '.', ,~~
~~ :-:=;'il('~'~A.
r '~i111 (, Vi
;, .....d.,'"
f; c,;,>,:,;,,.',.. I
. s,~~~"';"'~\'t::
DATE
OF
BIRTH
.
I'\TEREST OF
BENEFICIARY,
IN ESTATE
2-14-19 I
,
3- 4-51
1958
i
l.
I
Contingent
Contingent
i
-=r
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Contingent
Contingent
Contingent
f)r;>ror.ent further says that all the above-named benef'iciaries are living. at this time except below:
NAME
DATE OF DEATH
RESIDENCE
I:::
I
,..
...::
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.-.~,
~--<.."'..'
..:~1!i~'.
~:
(1)
(As Reported)
-. 0 ~
~. 81 >.220.023
(2 )
(As Dctl'rmint'd)
o -:
--;:v:~
5~""
:n' .::
'c ~ E
.- u ~
E-o:
_ 0. ..
~ E -
~ 0:
~ u '0
o "
- ~ ~
:::l v: l-o
U ~ 0
~ E ~
~ c::
SU1,j\lARY
Real Property
Personal Property
Transfers
HHH (Soh. "A")
(e I "B")
._ uC \.
.( &h. "C")
(Sch,E,) $
~
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$
$
$
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Gross Taxable Estate
s.._
~..86,391.063 .
ro
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SCHEDULE" E"
J0C\'TL ''{ OW;\ED PROPERTY
r)~
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CO\'I\ION\\TALTH OF PE:\:\SYLVASr..\
TlL\\SFER I'\I!ERFL\:\CE TAX
r.\'ST[{UCTIO:'\S: T!ri~ schedule :;I\ISt discluse all pr0perty~ reh} f_ad 1!I~rS(Hl(,j~ o.":nc:i hy the rlecedent .i:>intl~'
wi 11; ilfl'_,ther (Ir (Ji.ll':'rs~ lllCll,l:i:lg .Llltdr.g.irJl(::s~ SCii:ld:;'r.g ~Jl l:!l(' nh;;.8 ,)1' tI-10 c:':ced.c;nt hod uther's. List
".:";\1 ('stale (irsL, as '_~rlti:retie", or jolr!t terlctnts. ;i\'in,; orir~f desc!'il,Lion, ,15 ir:djc:-itf':I1. lllir.er SC:J",c(lule
r,\"', pIllS the rial,.:' "'-'Ildplnce (If record of instrumcont ef'f'-::.-::tii!6 vestitllre,I)1l( d() not inc}udf: elltir(~t.i€'s
or ont of sLtte real 8st.at.e \",duo.::! in estilce vuju<~lior; CO!UllI):, Persv;l~-d prOI1(:rty shouJr', be llsted ~s in
Scht"dule "B", plus d,-ite of aCijuisitlon, and the nallle~ u(:dress ,~n(j r:e1,ition::;.;li1:: (it' <lny) of co-owners to
tile dcced~nt.
'~_'____>'_~_.__'~'~'_="'~~_~""'_~_'""""''-'~'''''-''''''''''''_''_ro....~...___,.~_____________~~
- -
DEP PJ{T!,[EST
C.i'llJTION-Do
In Tl1Is
\'ALUTlO~:
not Writ.e
Spf:.ce.
Descripti_on of P,'operty, Date of Acqllisition~ 1;(J.rr!e Unit 'I pej'centage Estate
Address PJ}(l Relationship of Co-Owners, o1.11rl Place Value Share Valur..tton
(If Hccord of Instn:..ollcnL ',-}Je:re Heal Estate. ! I
; '^ .-:/.. .-r~;::"!.:;-:-T/:'"";:;;;"'-:?7?.:,--""",,",^,,,,..r777Y".'^/.,'_,,x' ".--"./.",',,,../,/'.'..././,/./,/,- ''''/.'''',/~j,~'- ../ .0:.,;',/,/_/;/ A.se. /. ":,/.~: ~~,..,,':J
~~<Y:(-;/'>:':<>->~X".X<'/:.''''''/?)~~/ V:'(X/:</)/;'x/:(X>~</j;:;/X;'?;:J/~. ~x~ y/ '>0'/./>/S>~ /f){' >X>::/;><_>:"A-'"'.1
;.:/y"'-.;'X ::s2"":s2' ;X"(''(-<<;<''/;,(.~'~Y/ ~/~//'S&'/" x/~>,x,. //,/:'-'/.,:::')<)\/)'0/Y '.^' ':;")(/:<'>.'/>0/^'.' xY:>~'>;><>>(>:"]
~ 'f"X.,'>C"/,: .,'/';<7/ ;(/~.' .";,, .//;//:. ;.--' ,///' '.,;..X//// //>'..("'_/ 'Xx/-; _~<'/;-:"-<'~'~j'>/,' :-.f^.,."..:<;';>;<~,fj.():
;2/;;':>:;<,^'5;.,<;?X>_'>:'X.~&>?:/X/:: ?~. X>;;.'/.^/\X/;<><;;</x:X:X/}' /Y'X4c/.;<)5(<X);<':t>(X&./;<~<X I
Residence at 27 Eastgate Drive, Carrp Hill,
Pa. "Being all that certain lot of land with,
the irrproverrents thereon erected, situate in I
the ToI-mship of Harrpden, County of Cumberlanl
and State of Pennsylvania, more particularly
rounded and described according to a survey
of D. P. Raffensperger, R.S., dated April 19
.1958 ... and . I
BEING all of Lot No. 90 and part of Lot I
No. 91 as sh= on the Plan of Lots of Point i
Ridge Farms, Section 2, recorded in Plan i
. Book 9, page 9, in the office of the Recordet
I
of Deeds for Currberland County. . i
HAVING thereon erected a one story bricl{
dwelling housekno.-m as No. 27 Eastgage Driv~.
ACXJUired December 21, 1966 by James A. i
Annstrong, Jr. and Anna K. Annstrong, husband
. ,
and wife as tenants by entireties. Recorded I.
in Book E, Volurre 22 page 967 and 968.
V6..1~le of
En tt re
property
Value ot'
Deceden t t 5
Interest
M:lrtgage on property at 800 Park Avenue,
Meadville, Pa. in the rerraining arrount of
Balance $10,045.39, at an armual rate of 7%
for 10 years which COll1rTl2J1ced September 1,
1972 in the joint names of .James A. Annstron
Jr., and B. W. M:lssrran
50%
$5,022.7
Stock (all entireties property):
Airco - 25 Shares
American Telephone & Telegraph-l04.072 Sh
Arrrco - 40 Shares
Cormonwealth Reality-490 Shares (Class A)
Dauphin Deposit - 54 Shares
General Instrurrents - 3 Shares.
illI Corporation -300 Shares
Gulf Oil Corporation - 100 Shares
Hall's M:ltor - 200 Shares
Harsco Corp. - 60 Shares
Ogil vy and M3. ther - 7 5 Shares
Philadelphia Electric - 103 Shares
Tucson Gas and Electric - 50 Shares
Textron - 100 Shares
Chase Conyertible Fund - 155.204 Shares
I
I
.es
I
I
I
I
byl
I
I
I
I
,
i
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I
Checking Account (held jointly as tenants
entireties-James A. Armstrong, Jr. and
Kathryn R. Annstrong, husband and wife.
Dauphin Deposit #031300831123-5071
In~ert 'dd_s tQtnl Ollposit.e ".Jointly Owned. Pl'opertyTl,
"in the ....;5 HeporLedl"i colll;::...l on the lust p.:;.;;(~ of this
Scb"'ll.lJ.?
"E!'1
[
i
i.....___..._.__J
l'i:t.\,:.n.
"
eg"~"10:\'\\L\.L TI1 OF PE:\;\SYL \'A~lA
TRA:\SFER 11\I1ERITA'\CE TAX
RESiDE:-<T DECEDE:\T
SCHEDULE'T'
JOl:\TL Y OW:\ED PROPERTY
.;. }~~ ~
'{;;:r:fi:..;~'j)
;:/(.r)':;,~-:; . ft.
'f:~o'-:?'.",.. ,~
~~~~
INSTRUCTiOi'\S: TI~ i s s checiul e r.lllS t d i sel ase all proper ty, rew. and ?ers(Jn~ll, o.....n~ci by tl1~ r!ec'~ rien t. Join tl y
"'.itll ~lntlther ur others, inc]udin; intilngiblt:s, slHIl(lirq; :.n the na:l;€ (Jf' trl€' dccf:dent c.nd others. List
real estate first, us erltireties, or joint teTlants, giving orier description, ~s indica~e~ Imrter SchedlJle
~A", plus lhe dat.e and place (.If record of instrument effecting vestiture, but no not inClude entireties
or Ollt of state real estale value in estate Valuation col1..illlI~. Perso:1s1 pro~erty shou}r', be listed ~s in
Schedule "8", 1'1115 rlate of acquisition, and the name, udd~ess and relations~iv (if any) of co-owners to
t.he rlecerient.
Description of Property, Date of Acquisit"ion~ ~b.me t.;ni t percentage
Address anrl Relationship of Co-O~TIers, and Place Value Share
of Record. of Instr\.ZT1ent, ;..-here- Heal Estate.
V,'Y'0,Y;<;; 9' /, X X 'lv0<x,X'y,(X,<^/,><XX;<X/I 'XX >;:> /....m' >> 0' "
Y. ,x, :Z ~g;X V /, ,/, "xx<< <><;<;> , x.
h'x '9' 0/-./\;h {X V 'NX ,~~ ex
Estate
Valuation
^^
V
Checking Account (held in =n with B. W;
Mossrran)
First National Bank of Pa. #670-13-201-2
DUJA.RT~,ffi\T VALI..:ATIO~
CArnON-Do not \\'rl te
In This Space.
/
\"Glue of
D1tire
Property
50%
148.34</..../
296.6t
Savings Accounts (held jointly as tenants by
entireties-James A. Armstrong, Jr. and
Kathryn R. Armstrong, husbaTId and wife.
Fulton Bank #12-001539-6
Dauphin Deposit - #0101213
National.Central - #61-98003466
Harris Savings and Loan - #1-49614
#1-05- 525852
1972 Chevrolet Caprice
vehicle Identification-.LN47R2T254052
Held jointly as tenants by entireties by
James A, Armstrong, Jr.. &,d Kathryn R.
Armstrong, husband and wife.
1973 Chevrolet Chevel1e
Vehicle Identification-lD37F38591628
Held jointly as tenants by entireties by
Jarres A. Armstrong, Jr. and Kathryn R.
Armstrong, husband and wife..
Miscellaneous Personal Property
I.
Value of'
Deceden tIs
Interest
Insert t!dc; tot:ll 011!'osiU> ".Joill..l:-- (J\\'!l<:"'r', P:('r.(~;ty~~ ::;c]!eju10 "E'"
in tll(' A;,S H'~portl:'(:" cull;;:::"] c:n t~l(' li,~t i';,:;,"~ of" tI.:::' ":,'_',"::;":1.
'5,171.04 Ir- III Ii
l::l, d,) '1
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., ~
P...:C......39 (~ce)
" "
CC.Y,MONWEAL iH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SU\IMARY
E~qate or Armstrong
(Last Name)
James A. Jr.
(First Name) (Initial)
DATE OF DEATH
6-10-78
fILE NO.21-78-310
REPORT OF INHERITANCE TAX ..\PPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I bave 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 Scht~ules "/\.", "S", "C", and "E".
Dated:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elecledRegister of Wills in and fOf Count)', 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 Scheduk "F", which greater or lesser amount represents the sum
allowed as a deduction..
Dated:
REGISTER OF \"nLLS
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
$ -0- I
I'll, no. O?1!
-0-
5 171.04 !
86: 391. 06~
5.836.22 !
,
i
I
80.554.843:
VALUE AS APPRAISED
VALt:E AS REAPPRAISED
<
s
1=
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,
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,
~
,
Valuation of life estates or
annui ties. . . . . . . . . . . . . .
t=
t=
$
L=
ESTATE TAX ASSESS.\jENTS
$
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemption s
Total Estate
COMPUTATION OF TAX
F
I
,
(*)
As evidenced by Charitable
Exemption Certificates issued
by the Secre~ary of Revenue.
2%
6%
5%
10%
15%
$
$
$
$
$
.
TOTAL TAX
~
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
1=
$
I
L
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6~ from
to
AMOUNT OF ESTA TE TAX ASSESSED $
Es ta te tax paid S
BAL^,"CE DUE
Add interest a't rate of 6o/c: from
to
$
t=$
$
1-
L-
I
I
I
S
TOTAL TAX BALANCE S
PAID S
FOR USE OF REGISTER ONLY ADJUST\tENTS
NOTE: Where subsequent adjustments are made to the abe.ve computation of taX by the Register of Wills, for proper reason.
same should be noted below, with shon explanati(,n.
!
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... ~ f-< < o.. " ~ Q
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REV-518 (a-78)
COMMONWEAL TH OF PENNSYLV ANIA
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
Pat~icia Lee A~mst~ong
3600 Logan St~eet
Camp Hill. PA 17011
(Executor or Administrator)
In Re: Estate of
James Alf~ed A~mst~ong. J~.
Cumbe~land
County - File No. 21-78-0310
Dear
You are hereby notified that the oY',; g; n al
appraisement in the estate af ,Tames Alf~ed A~mst~ong. J,~.
has been filed in the office of the Register of Wills of Cumbe~land
County on ? S ApY'; I , 191JL, Said approisement reflects the following
voluations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
SAI,??4.01
None
5,17.1.04
$86.395.05
As to such tox 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 af six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this natice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. . .
'-Q- ? ~~~
Dote 2. Apl'il 1979 Signed~ W G
Title Ailm;n;';TNltive Office~
"
D.
Note: This is not 0 bill.
,
REV-457 (8~78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970 .
HARRISBURG. PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
0" lIpr~ 1 1Q72
CUJ.lBERLAND
21-78-0310
COUNTY
FILE NO.
Whereas, James Alfred Armstrong. Jiate of Came Hi 11
in the County of ('lImnp"l ~n n Commonwealth of Pennsylvania, having died on
the 1 Q t R day of " ~ u ~ 19 --1,!Seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
. Therefore, I, Le 0 F ul" i niT j , 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:
I n 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 Appraisement
V ALVES Made for Inheritance
Tax Purposes
Rp~l 1':~+~h' $
"~n^
n , n. Q1 ~~" n1
, -J
Transfers None
T , ~ 171 nll
-J
'1'~+~., S86 395 05
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Have been duly sworn according to law, I do hereb~y ertify that the above ~ppraisement is made in conformity
with the law on this 7 ~ ;, day of ~ r-> ~ . . 19 "14-.
- I.: 'v--'.:-c,~ _
U Appraiser
(Number and Street)
H::i.,....,....,ic:o.....npe;
(Post Office)
. Penna.
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