HomeMy WebLinkAbout03-15-78
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
,1/-1 I-O.J ~o
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RESIDENT DECEDENT
, ,r.N f:
'COUNTY OF
<c C""'('
Cumberland
IMPORTANT:
This return must be completed in detail and riled in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Rellenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
} AFFIDAVIT OF
EXECUTOR
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County
IN THE MATTER OF THE ESTATE OF
Julia B. Rebuck'
\(STATE FULL NAME OF DECEDENT)
County of .~nmhF!"'l ",nil
} 55:
State of pennsvlvania
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Richard H. Rebuck and carol G. Rebuck
of the estate of the above-named decedent being duly ,worn" depole
Executor
ond.ay
Decedent died June
(MONTH)
Name and address of attorney or }
other authorized repres.entative to whom
all corres.pondence should be moiled.
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(DAY)
, 19-1LJ t..lat. leaving. I~'I will, copy of which i. herelo .,tached..}
(YEAR) ~
Joel R. zullinger of Davis & Zullinqer
1 West King street, Shippensburg, pennsylvania 17257
That as such Executors deponent is familiar with the affairs of said estate and the property constituting
(EXECUTOR-q~VK~
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT. BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMeS OF HOLOERS TO OECEDENT
The Peoples National Bank of ShiDDensburq Julia B. Rebuck and ne""erien+,,,,'~nn
Richard H. Rebuck
That the contents of said safe deposit box or boxes are itemized under Schedules B & Fof this return,
with the exception. of the following, for the reasons hereinafter set forth: NONE
That Schedule A attached hereto and made part hereof sets forth fully and in detail all' the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate pos session, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the 'accrued interest thereon, if any, down to the last interest day prior to'decedent"s
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the U:lited States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the. time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other'instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair.market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys,
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
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In the oate of seCurities of olose or family corporations, the values reported are as far as
possible substantiated by financial statements of the oorporations, showing the assets and liabilities
thereof as of the date ot death. The schedule also sets forth the interest of deoedent at the time of
death in any co-partnership or businss8, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or Qusiness.
A copy of the co-partnershipagreelllent, (if oral, a statelllent setting forth the nature of trie 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 itelllized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedvle C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the cue of transfers of property, real or personal, wi thin two years of decedent's
death, in oontelllplation of deoedent's death,\or intended to take effect in possession or enjoyment at or
af'ter death, said schedule sets forth the nature and value of such property, to whom tr8l1sf'erred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a CORY
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the e~erclse by decedent, either indiVidually, or jointly with another, or any power of appoint-
ment vested in deoedent, eitlJer indiVidually or Jointly, by the will" deed, or other instrument of another,
with a copy of the instrument creating such power attached to the sohedule.
That Schedvle 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
deoedent'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, 8l1dthe relationship of such issue to the beneficiary.
That Schedvle c 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 Schedvle F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed f'or and on behalf of this decedent's estate, including funeral expenses paid;
familyexelllption, where applicable; costs of administration of' this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in oonsequence 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
6~1 of' the Inheritance and Estate Tax 'Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduoiary 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 &mount 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 Sohedules "A", "B", "CO, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subseribed and sworn to before me this ..........I.s...~.
...................................... ........ ...... day of .....h~..... 19..-7.S
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CAROL I. TTON, Notary Public'.
Chambers ur~, r.,.' ';'1 Cn.. Pa.
My Commis<io': [xo;",s Nov. 5. 1979
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(Street N'UmblW)
.....",.e.h.!p.1?~!}.~!:?~g..t'....r.~I?,~~yJy.~I.l.!~...!?;2,:?..?..........
(City or Town aM St4te)
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 "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
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LAST WILL AND TESTA~NT
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I, JULIA B. REBUCK, of 626 Brenton Road, Shippensburg, Ct'l1.""'"
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:\County, Pennsylvania, being of sound ";aind, memory and dispositio::) ;~C' h~~^c
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,imake, publish and declare this my Last Will and Testament, ;lereL:.'..,
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':making void all wills by me at any ti'Jle heretofore made.
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!,FIRST. I order and direct the payment of all my debts and funer~"
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::soon as may be convenient after my decease.
,SECOND. I direct my hereinafter named Executor to arrange for a p,'. ;.
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with no viewing and no flowers gnd to see that I as-2ri"ried tD_tlw ;<
,'beloved husband, HUGE E. REBUCK.
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THIRD.
I give and bequeath the fu 11 sum of FOUR HUNDRED (:;400.00': :;C:.'.."
GRACE UNITED CHURCH OF CHRIST of Ship~'ensburg, Pennsylvania.
. FOURTH.
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I give and bequeath the full sum of FIVE HUNDRED ($500.00~
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:ieach of the follow Lng individuals, all of whom curre:lt i y res ide ,,'
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\\Shippensburg, Cumberland County, Pennsylvania: ROBERT COONS, LOR1 ! ;C;,J:,:; .
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liSCOTT COONS.
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,:FIFTH. I hereby give, deviHe and bequeath all the r""t and resi""c 0
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:',of every nature and wherever situate to my beloved son, RICHARD ::. l'.r~i;. ,,,'
:;abso!utelY. Hith r..spect to my pet poodle, GIGl, who is a part ...
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i.estate, I direct that she live with the RICHARD H. REBUCK fa.nily ("
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,'as a part of the family.
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:1 STXTH.
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In the event that my son, RICHARD H. REBUCK, predeceasc , ,..
or
.living on the 30th day following my death, I then give, devise anu ~~~,
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the rest and residue of my estate as follows:
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.....'ILL-IAM A MARK
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ATTOANFV AT LAW
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A. ONE-THIRD (1/3) to my daughter-In-law, CAROL G. RELUCK
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B. TWO-THIRDS (2/3) to be divided equally among my grand-
children on a per stirpes distribution basis.
In the event that neither my son, RICHARD H. REBUCK, nor my dauf;jl:":--
SEVENTH.
;Iin-Iaw, CAROL G. REBUCK, are living on the 30th day following my dco;lt h, T tht,'
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..give, devise and bequeath all of the rest and residue of my estate, of ('v('ry
':natllre and wherever situate to my grandchildren in equal shares on a p"r st j q'.':';
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;'distribution bas'is.
: EIGHTH.
In the event that neither my son, RICHARD H. J\;':BUCI~, nor any of my
'grandchildren are li ving on th<.' 30th day foll.o'.ri ng my r1eath_.....l-.t;len g i 'iP,
d.,..'ise, and bequeath all of the rest. and residue of my estate, of every "iHure
and wherever situate as follows:
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A. FIVE PERCENT (5%) not to exceed the full sum of rIVE
THOUSAND ($5,000.00) DOLLARS to my nephew, f{lCI1ARD B.
MILLER.
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B. FIVE PERCENT (570 not to exceed the flll1 sum of FIVE
THOUSAND (~';,OOO.OO) DOLLARS to my niecp, JUl.iA KAY m:l.i"
C. N1NETY PERCENT (90%) or the rc'mainder of tll(' rpst Ilnd
re"idul' of II\Y estate to my daughter-in-law, CAHOL 1:.
RI':BUCK.
:iNINTH.
In the event that neither RICHARD H. REBUCK, nor, any of my gr-::mdclIilcirc'll
oor CAROL G. REBUCK are living 00 the 30th day following my dpoth, I'th~n give,
devise and bequeath ,all the rest and residul> of my estate or pVtcry oat un' and
I'whe'if'ver situate as/ follows:
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A. I direct my Executor to have my pet poodle, CICI,
put to sleep and buried with me, j f such can be
legally done under the laws of the Commonwealth
of P(.nnsylvaoia.
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B. I give and hequeath my GRANDFATHER'S CLOCK loc;Hed
in my home to my nephew, RICHARD B, HILLER.
C. I give and bequeath all of my household goods.
furnishings, and silverware to my niece, JULIA KAY BELL.
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D. I give, devise, and bequeath HIl of the rest
and residue of MY estate, of every nHture ond
wherever situate to the above mentioned RICHARD B.
MILLER and JULIA KAY BELL, in equal shares on a per
stirpes distribution basis.
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!i TENTH. In the event that any beneficiary named under Paragraph 4th of this
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m\ Last Will and Testament is under the age pf twenty-one (21) years. 1 tit"
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i'l vp and bequeath said beneficiary's share to RICHARD 1I. RERUn: and CAROl i:.
;: REBUCK, AS GUARDIANS, NEVERTHELESS 1 to i nves t and re-f nves t the same un t i 1. L be
II powers in addition to those presently given b;' law:
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A. The power to expend the income towards the h";J! tli,
support and maintenance, and ed\ll~ation, including
a collet;e, trade, businesF; or te,::mical selma]
education, of the said beneficiary;
B. The power to expend t~e princjoa~, within th~
discretion 01 the said Guardians, if the income
is insufficient, towards the health, support and
maintenance, and education, in,'luding a ",l!Jq;e,
trade, business or technical school elhll'.ltion, of
the said beneficiary;
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C. Thl" power to sell an" and ill 1 rI>al esr,'lt. within t!lf'
dlscretion of the said Guardians.
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D. The power to distrihutl" t.h~ -b-a--lance oC prinr ip,,1 and
interest, if any remainin~, when the said ~nl'i ici;n
rC'i1ches the age of twenty-oIH> (21) Yl'.1rS, without till'
1H'l"l'ssity of a formal adJudicatiol1 llf thl' (;uilrdLII1's
Account in the Court of Common Pleas, Orphan's Court
Division, upon the receipt of a good and valid rele~se.
E.
The principal of the Guardianship and th(~ j !]('()me
therefrom shal] he' frel> from the debts, ] i;lbi I iti.:'s
and fmgagementsof those benefic I,dly inte're"" (.d
therein, and shall not be subject to assignment by
him or her, nor to attachment or execution under any
legal, equitable or other process for the enforcement
of iudgments or claims of any sort against them, either
ind ividually or colle,ctively.
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In the event that neither of the above mentioned
(;Ililldians are able to accept the GuardILlnship, I th('n
name, constitute and appoint THE PEOPLES NATIONAL BANK
OF SHIPPENSBURG, Shippensburg, Pennsylvania ,-as
Guardian. with the same powers hereinbefore stated.
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E!. EVENTII.
In the event thi'll any othpr heneficiary naml"d ,~lse\"l1<:rr' und,.'r ihis
my Last \.Ji II and l'estaml'nl is under the age of twpnty-f i ve (25) )'('ars,
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give and hequeath thp said bt>neficiary's shiue to ~IClIM~!) II. REBljC;( 'lIld <:111'01. (;,
R~~BUCK, as t;uardians, lle\'ertheless, to irvest and r"-lnvpsL the san", unt iI, I".
,;,lid beIll'fid"rv reaches the age of twpnty-five (25) years with tll, <;,11;1<'
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'pwprs listed in Paragraph 10th above of this my L<lst \.Jill ;Jnd Tpstam"nl in
additiun to those presently given hy law.
In the event that nei Lher 01 tlll'
ahove mentioned Gual'dians an~ able to accept the Guardianship, I then name,
<:011 s t i tu te and ;lppO i n t THE rE()PL~S NATIONAL BANK OF SE I PPENSBURC, as eua rd i ,111,
with tIll' fwml, !'owprs herpinl",:'pr,' Hlatt,'d.
'J1<1ELVfH .
r nqmJnatp, ('onstitutl' and rtprpint RrCII,\:W H. RlmUCK dn.! C\I:tll. C.
REBUCK, to he' the Co-Exl'l'utors of th i.s my Last Will and Testam('l1l; ,md j f
they are unable to fulfill the dutit!:~ of Co-E;,ecutors, 1 then ll<1mjniltv,
l'onstitute, and appoint THE PEOPLES NATfONAL l1ANK OF SHlPPEi-/Sl>U!{;;, <;hil'pl'::';otJri'"
Ppnnsylvania, l<1 be my LX('('utor.
Till RTEENTIi.
J direct that my Co-ExPclJtors payout of mj' residua; 1 ,'Slill" in
till' same m;mner as all t'xpl'nsc of administration, itll taxes ;~"<;"f;:,ed in
consequence of my dectlh upon or with r~'spe('t lo any property, I'hicb is
included in my esLate for pUrp(ls('s of computing any u[ such 1'<lXeS; I Curth..,r
dirpct that my Co-Executors shall have no rij;hL ,)f reimburs"m~tJt f. sl;ch
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tax"s from any pers()n who is a henefil'i.lrv, t['.'''lsJl''.~'e, legag;ce, or d.~'J's('P
:' of any ot the properly upon or wi t h respe(' t
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tp which any suc~ taxis aSfh'ss(~d
or levied.
1'" 'URTEENTIl.
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I direct tha t nei ther my person;] 1 represl'nta t i ves nor CUa rd Ll11s
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shall be required to give bond for the faithful performance 01" their dut iI'S in
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any jurisdiction.
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"'TTO"N~V AT L..,I!l,W
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1:--1 UITNESS WHEREOF, I, JULIA B. REBUCK, have hereunto set my hand
:: and seal to this my Last Will and Testament, written on fnur pages,
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the first
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three pages'signed
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for identification purposes only, this .-~ (. I": i
day uf
, 1977.
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Signed, scaled, published and
declared by JULIA R. REBUCK,
the Testatrix, as and for her
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" Last Will and Testament, in the
presence of us who have at her
, request signed our names as
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wi tnesses hereto in the preSt'net'
of...t sa id Testatrix and of
I;,each 0, her. , /' '-, t/
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RC C..34 {....7 3}
COMMC>>lWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
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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 Pennsylvania shauld be
described by lot and black number, street and slreet number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took tllle; If a farm stat. number of a.
ere.; also statemenl of mortgage encumbrances upon each parcel at d.ath
of decedent. Taxe., alselsments, accrued Int.r..t on mortgage., ete.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
(1)
(2)
(31
DEPARTMENT
VALUATION
CAUTION
(Do not wrile
In this .pace)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VALUE
1. Real Estate:
One and one-half story brick dwelling house
situate in the Borough of Shippensburg,
Cumberland County, pennsylvania, known as
626 Brenton Road, being lots 12 and 13, Block
K on Plan of Hallwood Heights as recorded in
Cumberland County Plan Book 3 and being the
same real estate that Foster L. Carothers and
wife conveyed to Hugh E. Rebuck and Julia B.
Rebuck, his wife, by deed dated October lr 1952
and recorded in Cumberland County Deed Book "0",
Volume 15, Page 146. This property ~ privateJ~
through J. Frank Pugh Real Estate Agency.
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'49,600.0~ 4" ) 600.00
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$49,600.00
4q) loot>' 00
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Rec -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
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RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time or his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name or 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 ract that they are not or the administered estate.
Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household
goods, and rornishings, boOkS, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certiricates, 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 riduciary in said capacity, partnership interests, interest in anyundistributed
estate or or income rrom any property held in trust under the will or agreement or another, even though
located outside or the State, at the time or death, should be listed in this schedule.
Item
No.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
ITEM
List and describe roIly
UNIT
VALUE
ESTIMATED
MARKIIT VALUE
1975 Chrysler New Yorker automobile bearing
Manufacturers Serial #G-S41M5Cl19512, as per
appraisal of Naugle Motors, Inc., Shippensburg,
Pennsylvania
Household goods and personal property sold at
public sale conducted by Daniel Hershey,
Auctioneer on July 29, 1978.
Household goods retained in kind by
as per appraisal of Daniel Hershey.
attached sheet for complete listing
beneficiarie
(See
of items.)
Benefit payment - Mowery Hospitalization
Insurance
380.00/
" 34.08
,""" 58.00// /
'-
"'- 4.77 /'
4.9cV'
Refund Hershey Medical Center
Refund, Ohio Casualty Insurance Company - Fire
Insurance
Refund, united Telephone Company
Refund, The News-Chronicle Sale Advertisement
Refund, Buyers pro-rata share of real estate
taxes on sale of real estate
Benefits under Metropolitan Life Insurance
Company, Supplementary Contract #508 502 RB,
payable to Richard H. Rebuck & Carol G. Rebuck
as Administrators of the Estate of Julia B.
Rebuck
Benefits under Metropolitan Life Insurance
Company Whole Life policy #11652 761 A,
payable to Richard H. Rebuck &'Carol G. Rebuck,
as Administrators of the Estate of Julta B.
Rebuck .
Cash in decedents Safe Deposit Box at peoples
National Bank, Shippensburg, pennsylvania
329.32/
1,327.22
1,358.48
~.oo
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page or this return.
x X 13,006.02
DEPARTMENT VALUATION
(Do not write in
this space)
4 ) l '2- '5 .2S
L-,<B1f.,..(:>Cl
3~o,0 0
34 . 0 to
5l(S . 0 0
4..'1 ,
~.Cto
3"2- q .3"2..
~) 3"2. -, .'L.'L..
l..,3S-a.4.'O
5.0.0
\"5 ) 006 .en..-
~
VALUE
rrEM
$1,200.00
1 Grandfather Clock (Old) walnut Case - 7-1/2 feet tall.
35.00
1 Chair with arms - Walnut, Needle point Seat
150.00
2 End Tables, drop leaf - walnut
30 .00
2 Lamps - white china - flowered base
25.00
1 Student Lamp
175.00
1 RCA Color TV Consol - 23"
150.00
1 Low Slant-Front victorian Desk
125.00
1/2 Banquet Table - dark finish
65.00
1 Rocker - needle point seat
75.00
2 Love Seats
35.00
1 Small Softwood Chest
350.00
3-piece Reproduction Early American Bedroom Suit with
matress and springs.
20.00
1 wall Mirror
45.00
1 Small Blanket Chest - softwood
30.00
2 Old Plank Bottom Chairs
120.00
1 oak Drop Leaf Table
16.00
4 Common Plank Bottom Chairs
60.00
1 Blanket Chest - softwood - large in rough
75.00
1 Blanket Chest - softwood - medium in rough
50.00
1 shelf of Glassware, goblets
45.00
1 Shelf of Odds and Ends of dishes
$2,876.00
TarAL
THE PEOPLES NATIONAL BANK OF SHIPPENSBURG
P. O. Box 9
SHIPPENSBURG, PENNSYLVANIA 17257
Phone: 717 532-4131
HAROLD U. CROUSE
President
~g]
I
July 14, 1978
Mr. Joel Zu11inger
For Estate of Julia B. Rebuck
One West King Street
Shippensburg,PA 17257
~',
JOHN E, McCANN
E>cecull.e Vice President
/.
(#
,-~~'_.-. ..._._'..--,,~- -"'~ ,-..
Dear Mr. Zu11inger:
We wish to inform you that the interest paid on Julia Rebuck's
certificate of deposit #2169 for $9,000 on April 1, 1978 was $540.00.
The interest paid on July 6, 1978 was $144.00
On her certificate #2170 for $4,000, the interest paid on
April 1,1978 was $240.00 and the interest paid on July 6.1978
was $64.00. Thank you for your attention. ,
Sincerely yours,
~t.~
Sarah E. Bert
Supervisor. Data Processing
SEB/dr
I
. I
.
'.
1
,....-.....:-_~
....;...~:-.-:-~
:~I
~!.~,
('l
I
I
I
,
!
./
-----
- -{
\.,
\
" I'
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...
....
- ~
THE PEOPLES NATIONAL BANK OF' SHIPPENSBURG
P. O. Box 9
SHIPPENSBURG, PENNSYLVANIA 17257
Phone: 717 532-4131
.J ;>
HAROLD U. CROUSE
Pre.ldenl
~J
JOHN E. McCANN
Exec:u.... Vie. Pt..'d.nl
.
December 19, 1978
Oavis and Zu11inger
Attorneys at Law
One West King Street
Shippensburg, PA 17257
. -.. I.
Gentlemen:
Please be advised that the accounts held by this bank for Julia B.
Rebuck are as follows:
Checking Account No. 46-431-7 with a balance of $1,743.41
Savings Account No. 046-431-7 20 with a balance of $1,287.48
Both these balances are as of Mrs. Rebuck's date of death, June 11,
1978. The name of her son, Richard H. Rebuck, is on both of these accounts.
If you need further information, please contact me.
Sincerely yours,
~~aJ I? M
Sarah E. Bert
Supervisor Data Processing
SEB/dr
:",
..
RC"C - 36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
T RAN SFEIlS
RESIDENT DECEDENT
(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 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's 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 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)
(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 no) 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 conld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) NO
(9) If the anSwer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The anSwers to these questions should be suPported by affidavit hy 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 of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
I Tal
DESCRIPTION
MARKET VALUE
(Es t1ma ted)
DEPT. VALUATION
(Dept. Only)
NONE
Np-L
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
NONE
RCC-37 (12-63)
COIlll\IONWEAL T'u OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
'*'
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest, vested. contingent or other are involved, set STATE YES IN ESTATE
wise in estate) forth this fact.) OR NO BIRTH
Grace united Church of Christ NONE YES ~400.00 1-F~"
.. . 'P"'nn""'"~~~''' 17')r::,7
Robert Coons NONE YES 1/12/66 $500.00 Specific Bequest
~;. l{,BOX l8K 17')41
e.....~' r '"
Lori Coons NONE YES 7/3/67 $500.00 Specific Bequest
Rout~\ h Box 18K 17')41
-
Scott Coons NONE YES 11/13/68 $500 00 Soecific Beauest
Route 1 r Box l8K
Newville Pennsvlvania 17241
Richard H. Rebuck SON YES 10/11/41 Entire R",,,,; n"",
~1i 1 ~;'e~3. 'Pe~~o"'''~~~" 17')1:,7
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
(Executor-Administrator
must complete "As
Will ~ Reported" column #1.)
Administration No. Year ............
0 ~ ~ "tl ~
... <1> <1>
0 III ... E..
IS THE '" = '"
'" .... '" 0
~ ...., = "tl
>-l <1> E.. ...
~IA TIER OF THE APPRAISEMENT III ~ :;! 0
>< "d
III ~ !.!l
C"
OF THE ;" ~ 0 ~
"d
t%l l:l <1>
...
ESTATE OF '" (1) ...
... p.. '<
III
... ~
<1>
0
~
(1)
Ii
"JuHaB .R~W::k. rt
Deceased "'=
Late ofBQ~Clugb9:j:pS~ipPE!Ilsl:lurg
.Cumb,erland CI'l
County of c::
~
~
Commonwealth of Pennsylvania >
~
...... ~ >-<
m en en
:0 (') (')
:::1' ;:r ;:r
. ci ~ ~
REPORT AND APPRAISAL :.
:Iii :
, .
~
.",. .",. -(I) -0 -0 .",.
:-..) :1-' :oIl>
:1-' :00 :w :\0 ~
.. .. .. .. >
:1-' :\11 :0 0\ '"
:00 :-..) :0 0 ~~
:\11 :\0 :0\ :0
. . . . <1>....
:\0 :\0 :0 :0 'g~
'\11 W '(\J 0 ...
...
<1>
c..
-f;e~~~~~
>
'"
tl
~-
rtl'<>
...~
3
:l"
rt
c...
RCC-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH Or PENNSYLVANIA
rHM\SFEH INHEHITANCE TAX
HiSTRl'CTIO!iS: 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 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 aequisition, and the name, address and relationship (if any) of' co-owners to
the decedent.
Description of Property, Date of Acquisition, Name I Unit
Address and Relationship of Co-Owners, and Place Value
of' Record of Instrument, where Real Estate. I
)< :s -- - -
>Q<:V'
"
"
^"
^",.."
0"..
:<0<
)<
~
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
Property Interest
pe rcen t age
Share
Estate
Valuation
1 . Checking Account #46-431-7, The peoples
National Bank of Shippensburg in the names /
of Julia B. Rebuck or Richard H. Rebuck 1,743;41 50% 871. TV"
2 . Savings Account #046-431-7, The peoples //
National Bank of Shippensburg, in the
names of Julia B. Rebuck or Richard H.
Rebuck 1,291.12 50% 645.56
9"1 , ."1 l
tcLtS.56
3 . Certificate of Deposit #2169, The peoples
National Bank of Shippensburg, dated /
April 1, 1971, in the names of Julia B.
Rebuck or Richard H. Rebuck 9,144.00 50% 4,572.0l{" l.() S,7.-(.
4 . Certificate of Deposit #2170, The peoples
National Bank of Shippensburg, dated
April 1, 1971, in the names of Julia B. /'
Rebuck or Richard H. Rebuck 4,064.00 50% 2,032.00 " '2.....03".0
5 . U.S. Freedom Shares in the names of Julia
B. Rebuck or Richard H. Rebuck
a. $75.00 - K 920993 - November 1969
b. $75.00 - K 920994 - September 1969
c. $75.00 - K 920992 - April 1970
d. $75.00 - K 920995 - January 1970
6 . U.S. Savings Bonds - Series E in the names
of Julia B. Rebuck or Richard H. Rebuck
382 11
50%
191.06 /'
\q \.0"
a.
b.
c.
d.
e.
f.
$75.00 K 4000255108 E - June 1970
$75.00 K 4000255080 E - June 1970
$75.00 K 4000255081 E - April 1970
$75.00 K 4000255082 E - January 1970
$75.00 K 4000255083 E - November 1969
$75.00 K 4000255084 E - September 1969
267.60
535.20
I
50% I
/"
I
"2.. <... ., . c.. 0
Insert this total opposite "Jointly Owned Property", Schedule "E~8,579.93
in the "As Reported" column on the last page of' this return.
B,Si'i.q3
RCC-39'(5-681
COMMONWEALTH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Rebuck
(Last Name)
Julia
(First Name)
B.
(Initial)
DATE OF DEATlJJune 11. 1978FILE NO.
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
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", "C", and "E".
Dated:
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 "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 APPRAISED VALUE AS REAPPRAISED
$ $
3 410
05
annuities. . . . . . . . . . . . . . . . . . . $
Valuation of life estates or
ESTATE TAX ASSESSMENTS $
t=
t=
t=
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
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
COMPUTATION OF TAX
2%
6%
5%
10%
15%
.
$
$
$
$
$
(.) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
t=
$
$
c
t=$
L
t=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration
~ No.
Year ,....',.....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
,JULD\..B...REBIX:K '
Deceased
Late OfB()~()ugl:l()f.S.p.ipP~Il$p'Q;J;;g
County ofCw:nbex-lanQ
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-*
R E V-S 18 (8-781
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPl.Y Pl.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Richard H. Rebuck and Carol G. Rebuck
RD 113
ShippF!nRburg, FA 17?~7
(Executor or Administrator)
In Re: Estate of
JnliA R. RF!hnt'k
Cumberland
County - Fi Ie No.
21-78-0120
Dear
You are hereby notified that the Ori2inal
appraisement in the estate of Julia B. Rebuck
has been fi led in the office of the Register of Wi lis of Cnmherland
County on 14 March , 19-19, Soid appraisement reflects the followi ng
valuations:
Real Estate L.Q .600 00
Personal PropertY13,006 02
Transfers Nnn..
Jointly Owned. .8.5.79.93
Total $71, 181;' q~
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged,
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Dote 14 March ,.7. S;..ed \.-.e...::, ~~
Title Administrative Officer
~.
Note: This is not a bill.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FliLD OPERATIONS
P.O. BOX 2970
HARRISBURG. PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATc 14 March 1979
COUNTY Cumberland
FILE NO. 21-78-0320
Whereas, Tn1 i::l"R R~hll(,,1c late of ~h;pppn~hl1"f
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 11th day of June 19 ~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T.pn Fill fi ni t: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
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
VALUES Made for Inheritance
Tax Purposes
$ 49.600 00
1) .1 ,,_._._
~ .1 ~- 1'] nn" n.,
"T___
. . 1'\r,__..1 , N&uE2 93
'I'nr",l ~71 1 RO:; 00:;
.
,
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this H 1;:11. day of Mio;ll 19 .l9-.
4> ~ t~~
Appraiser
(Number and Street)
Harrisburg
(Post Office)
. Penna.
'C'-'I!- 3~O
~~?::;:':-. ::::8:-:::;;~,..... ............... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~ \'--- -~_. \ ' "-~-..- ~
..................:.................~;..........~.....................:.;" '0
Deceased.
Late of
(- I n
"~ \,/, '-'7:>... '-'K_-"_~.....-...-X, ,-'~^"'~:'l
.......... ..'........ .... 'c:r" .0. ........ ................J .........
; "'(
! I -~
Date of Death, ........\.:.:l.....:...\...:....::.........:~.....
Appraisement Docket Vo1., ...L:;-!...................
Page, ....L~...2............. No. .~........~..,.!?
<'10- I ~
~o
'1 I r-,-?'
F'1 d'R' , Of'''' J \ -", 19 ' (
1 e m e91ster s llee, ................::..... .....
Amount of tax due, $..:....................................
DEPARTMENT OF REVENUE
Received, .... ..... ........... ............ .... ........ ........ .....
Examined and Approved, .................................
Wrote about Appraisement, .............................
Appeal from Appraisement, .............................
Entered and charged, .......................................