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HomeMy WebLinkAbout12-14-78 , .. RCC-S3 (4-73) ~ . . . COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COPY OF WILl.: MUST ,..('r"~~o~"v T" "~ rr"..,~" , .t'. 14 1918' COUNTY OF CUMBERLANV IMPORTANT, 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.) JOYCE A. FINKENBINVER (STATE FULL NAME OF DECEDENTI } AFFIDAVIT OF ~~ EXECUTRIX ~ Counly IN THE MATTER OF THE ESTATE OF Late of Meeha~b~q. Cumbe4tand PENNSY LVA.NIA YORK Counly of } 55' ExeelLt.tUx ~.l6.lOCr SIole of ~ LINVA J. FORTNEY of the estate of the above-named decedent being duly sworn, depose and say Decedent died MAY (MONTH) Name and addre~n of attorney or } other authorized representative to whom all corres.pondence should be mailed. 30 (DAY; , 19~{~e"a'e leaving a la,' will, capy af which i. hereta attached,,} (y EARl lC;\!':tlIU" JAN M. WILEY, ESQUIRE - WILEY. SCHRACK & BENN 19 NoJt;th BaU:hnoJc.e StJc.eeX.. Box 288, VilL6b~g. PA 17019 That as such ExeelLt.tUx deponent is familiar with the affairs of said estate and the property constituting (EXECUToR-~i\(i1tJfXX~ 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 S.....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules with the exception-of the following, for the reasons hereinafter set forth: of this return, That Scheclu/e 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 Scheclule B attached ,hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prillJT 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 United 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 otherinstruments 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 interes t 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 oC securities oC close or Camily corporations, the values reported are as Car as possible substantiated by Cinancial statements oC the corporations, showing the assets and liabilities thereoC as oC the date oC death. The schedule also sets Corth the interest oC decedent at the time oC death in any co-partnership or business, and in support oC the value oC such interest there is annexed to said schedule, nnancial statements showing the assets and liabilities oC said co-partnership or Qusiness. A copy of the co-partnership agreement, (iC oral, a statement setting Corth the nature of the agreement) together with a statement setting Corth the character oC the business, its location, and such other Cacts pertaining to the business as may be pertinent to a Cair and just appraisal of the decedent's interest therein must be submitted. It should also set Corth in itemized Corm, together with the Cair market value thereoC, any other property owned or bequeathed by the decedent at the time oC death, The Schedule C attached hereto and made part hereoC sets Corth a true answer to each inquiry contained therein and in the case oC transCers oCproperty, real or personal, within two years oC decedent's death, in contemplation oC decedent's death, or intended to take eCfeet in possession or enjoyment at or aCter death, said schedule sets Corth the nature and value oC such property, to whom transCerred, the relationship oC the transCerees to the decedent, the proportionate share received by each transCeree and all other Cacts 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 pa~ses at decedent's death by I virtue oC the exercise by decedent. either individually, orjointly with another, or any power of appoint- ment vested in decedent, either individually or jointly. by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 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 beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others. including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationShip, if any. of co-owners to the decedent. That Schedule 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 oC administration oC this estate; counsel Cees and fudiciary's commissions paid or to be paid; cost expended Cor burial trusts. tombstones or gravemarkers, and reli- gious services, in consequence oC the death oC the decedent; debts and claims owing and unpaid at time of death; taxes accrued chargeable Cor period prior to decedent's death (except those allowed under Section 651 oC the Inheritance and Estate Tax Act); together with a statement oC collateral pledged Cor obliga- tions, iC any. It is agreed that the nduciary will present prooC oC said claimed obligations upon re- quest, that iC the amount actually paid in settlement oC any Cee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register oC Wills, and that the amount oC tax assessed can be reassessed in accordance therewith. That the totals oC the appropriate columns in Schedules "A", "B", 'C". "E", and "F" as directed therein, have been carried Corward and properly registered in the Summary, ................Lo~~.... Subscribed and sworn to before me this ................................. ... . day of m~~9.~.'......... 19:JB... .......~t'!.~,~'-?c~J2~...................... ..,.-,oj ~4 LINVA J ,J~ORT~ .....................CE;;;;i;;:Ad;i;;:i;;t.;;t;;f.........................._......._.- ...........................ist;;;t..N~;:b;;r......................................_........-,.. 242 CumblVl1.a.nd Road. Camp Hill PA ..................m...............................................................................................l.............. (City or Town and State) 17011 NOTE: BeCore signing aCCidavit make sure all blank spaces in the aCCidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities oC close or Camily 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. RC C-34 (4-73) COMMONWEAl. TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENt DECEDENT SCHEDULE "A" REAL PROPERTY * Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant.in common with another or otherr 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 properly located In the Commonwealth of Pennsylvania shauld be (1) (2) (3) described by lot and black number, street and s"eet number, together wllh DEPARTMENT a general description of the properly, with a reference to the record of the ASSESSED VALUE VALUA TION conveyance by which the decedenl took title; If a farm state number of a- FOR YEAR OF ESTIMATED CAUTION cres; also slatemenl of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedenl, Tax.., a..essments, accrued Inter..t on mortgage., etc.,ar. DEATH In Ihls space) to be listed on Schedule "F" and must not be deducled from this schedule. NONE NO()U Insert this total opposite "real prope.ty", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. N~ Ree -35 . . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent. at the time ot' 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 ot' 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 t'act that they are not ot' the administered estate, Tangible personal property should be listed t'irst (e.g. jewelry, wearing apparel. household goods. and CUrnishings, books, paintings, automobiles. boats, etc.) Intangible personal property, such as bonds, treasury certit'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 t'iduciary in said capacity. partnership interests, interest in any undistributed estate ot' or income t'rom any property held in trust under the will or agreement ot' another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO. ITEM List and describe CUlly UNIT ESTIMATED VALUE IdAI\KE:I' VALUE DEPARTMENT VALUATION (Do not write in this space) 1. Vauphin VepoJ~ TJc.uJt Company, ehee~ng aeeount #0313-0083-32-99-171-1 2. F~t FedeJc.at SavingJ & Loan A6Jociatlon JavingJ aect. #201176 A..n:teJc.u t 3. PJc.Oeeed6 M1.e 06 1966(non-woJc.~ng) PonV.a.e eoup JeJc.ial. #252376E159910 4. PJc.oeee.d6 M1.e 06 1070 CMave.U.e TJc.ail..eJc. 5. PJc.Oeee.d6 06 M1.e 06 nU.6e. peJt.6on.a1. ~em-6 6. CMh Jc.eeuved 6Jc.Om NOJUne Wilion an.d Wendy Campbe..e~ 60Jc. debt owed 7. CMh Jc.eeuved Mom nU.6e. peJt.60tL6 OM tJr.a.U.eJc. expen~e 8. Rebate 6Jc.om Muo-6etman runeJc.at Home (oveJc.payment) 9. CM h Jc.eeuved 6Jc.om Ken.neth ShaJt;tzeJc. 60Jc. taXe6 and !'tent 10. CornmonweaUh 06 PA (Jc.ent Jc.ebate) TOTAL PERSONAL PROPER7!y Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" colunm on the last page ot' this return. x X $ $ $ $ $ $ $ $ $ $ $ 324.88/ .3~4. ~1 237. 83~ ~31.'~ 6.27 t- ..}.1 50.00~ .50.00 4.500.00~ '1500.00 162.75./' )llD~.15 26.00~' ~1o.00 90.00,/ qO.OO 5.00"./ S.OO 132.03"/ \'Q~.O~ 115.15t1' \\0.115 $ 5.649.91 .s, ~ '19 9/ " D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105 717/255-2(21 Member Federal Deposit Insurance Corporation November 30,1978 Wiley, Schreck end Benn Attorneys At Law 19th North BaltiMOre Street Dillsburg, PennBylvanie Attn: Jan M. WilBY Re: Joyce A. Finkenbinder Mey 30,1978, Deceeeed Deer Mr. llliley: In regerdB to the ebovs mentioned, we eB of the dete of deeth: Checking eccount balence Date opened Bublll1 t ths followi.~g 1324.88 / October 20,1954 information The account wee held in the name Joyce A. Finkenbinder only. If we can be of any further eBBiBtencB, plesse do not heeitsta to contect us. Uary truly yourB, d~A~ Berry L. Elliott Assistant Treseurer BLE/pf Savings & Loan Association of Harrisburg December 1, 1978 WILEY, SCHRACK & BENN Jan M. Wiley 19 N. Baltimore St. P.O. Box 288 Dillsburg, PA 17019 RE: Estate of Joyce A. Finkenbinder Account No. 2-1176 Dear Jan~ In regard to your letter of November 29, 1978, below is the information you requested concerning the decedentts account with our association. Joyce A. Finkenbinder (Individual Account) Account Opened - January 21, 1966 Balance as of date of death (May 30, 1978) . . . . Accrued interest to date of death ........ Total value of this account on date of death . . . $237.83~. 5.19 $243.02 If you should have any other questions concerning this account, please <':E'11 me at ?32-6661. ~::r"Y' . ~ /-x~::;:j~ ,/tavings CounsET!lor, I ,,/ / // l/ 234 NORTH SECOND STREET. P. O. BOX 1111 . HARRISBURG, PA 17108 . (717) 232-6661 1'lCC-3~ COMMONWEALTH OF PENNSYLVANIA TRANSF~ER INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years of de 11th, make any transfer of any material part of.pis estate. without receiving a valuable and adequate consideration therefOr? (Answer yes or no) NU (2) Did decedent, within two years of death, transfer proper~y 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 enjryyment at or after his death? (Answer yes or no) NO (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no). NO (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enJo~ent 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? (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) ~fC (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change. because of a reserved power to alter, amend, or revoke, or which could revert to 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) NO NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If anSwer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date 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. ITEM DESCRIPTION MARKET VALUE (Es Uma ted) DEPT. VALUATION (Dept. Only) NONE '1'Lon.J Insert this total opposite "Transfers", Schedule .C. in the "As Reported" column on the last page of this return. ~ .. IDas! lIill aun QIestnm.ent OF JOYCE A. FINKENBINDER BE IT REMEMBEREV, :that 1, JOYCE A, FINKENBINVER, 06 217 Sable.e Stltee-t, Mec.ha.n.i..c1lbWLg, Hampden TOwn6hip, CwnbeJLta.nd Coun-ty, Penru.yl.va.n.ia., be1.ng 06 .6Ound mind, memole.Y and undeMtancUng, do make, publ.I.6h and dechvr.e t:JU.6 a..6 and 601l my La..6:t WilL and Tutamen:t. heJc.eby le.evoung and malU.ng nuU and vo-id any and all. W-t.U6 and Tutamen:t.6 and Wlvi.Ung.6 in :the na:t.uJc.e :theJc.e06 by me at any :t.-ime hVLe-t0601e.e made. ITEM 1: I c:Wtec.:t. :that all. my jwd deb;a and 6uneltal. expel't6u be'pa-i.d a..6 .6oon a6:teJc. my demiAe a..6 may be c.onveJU.ent. ITEM 2: AU. :the Il.u:t, Il.u-idue and le.emcU.ndeJc. 06 my u:t.a.te, 06 wha:tMeVeIL na:t.uJc.e and whVtuoeveJc. .6.i:t.u.a:t.e, whet.heJc. U be le.e.al., peMol1lLt Oil. m-i.xed, inci.ucUng pItOpeJt:t.y OVeIL which 1 have' a poweJc. 06 appo.i.n:t.men-t, I g-Lve, dev-i.6e and beque.a:t.h unto my hoo (2) da.ughteM, Unda. J. FoJt:t.ney and Wendy A. Campbell., in equa.l. .6 haltu , peJc. ~:tiJtpu. ITEM 3: I c:Wtec.:t. my Exec.tLtJr..,[x :to pay all. j,nheJtUa.nc.e, u:t.a.te, .6uc.c.U~.ion and l.egac.y :t.axu 06 wfr.a.t.6oeveJc. na.t~e and lUnd, :to which my E6:t.a.te Ole. :the :tJr.a.ru.6eJc. 06 any plLopeJt:t.y pM~ing heJc.eundeJc. Ole. o:theJU.lJ.i.6e pM~-Lng by le.ea.6on 06 my demiAe, may be .6ubjec.:t. and :to c.haltge .6ueh taxu agcU.l't6:t my le.u-Ldua.Jc.Y utILte, U be1.ng my .in:t.en:t..ion :tha.:t. none 06 :the a60le.ucU.d taxu, e..UheJc. 6edeJu1l. OIl .6:t.a.te, on any pItOpeJt:t.y le.equhted :to be inci.uded in my gle.O.6.6 u:t.a.te, undeJc. :the plLov-i.6.io1't6 06 any ~:t.a.te Ole. 6edeltal. law now in 601l.c.e Ole. heILea6:teJc. enac.:t.ed, ~ha..U be plLoJr.a.:t.ed among :the peMOI't6 -Ln-teJc.uted in my E~:t.a.te :to whom ~uc.h plLopeJt:t.y -i.6 Ole. may be :tJta.1't66eMed \ L I J) I _<:..L 7' /..?T!~"~" ,t. . 1 (/ JOYCE A. FINKENBINVER v (SEAL) ~ ~i ';~:/;, .-..... / ----____,_.1 ~ ---------".-- ...._------._----~~-"~._-,-,- ~.._-..... ..... OIl, to whom any bene6U ac.cJtUe.6. ITEM 4: r appoi..n;t my daugktelr., Unda J. FolLtney, 116 Ex.ec.u:t:lUx 06 .th..i.6 my I.46t CILi.U and Te.6.ta.ment. Should my daugktelr., Unda. J. FMtne.y, pIledecea.6e me, 6a.il. .to qu.aLi..6Y, c.ea.6e.to act OIl, Itenounc.e pIlobate, I then appo-int my daugktelr., Wendy A. Campbe-U, 116 the aLtelr.nate Fx.e.c..u.tJLi.x. 06 .tIz..i.6 my l.a.6t CtJ.ut and Te.6.ta.ment. ITEM 5: I cLUtect that my Exec.u.tJvi.x, gualtcUa.n, Ole. thm .6U.cc.e.6.601t6 .6ha.U.. not be Itequhted to g,[ve bond 601t the 6aUh6ul pelr.60Jtma.nc.e 06 thm du.t.ie.6 .in any juJL.i.6tUct1.on. 2/s.-~ IN WITNESS WHEREOF, I have helr.eunto .6e.t my hand and .6ea.t: thU v day 06 m~L , 1978. j) ~ 1J._1~L~L. OJ' ~OYCE A. FINKENBINVER (SEAL) The pltec.ecU.ng -i.n.s:tJr.ument, C.Ott.6,u:ting 06 t:Jr.,U and one (1) OtheJc. t!IP".JAJJr-U.ten page tQl.6 on the day and date theJc.e06 .6i.gned, .6ea.t:ed, pub.t.l.6hed and dec1.a.Jted by JOYCE A. FINKENBnIVER, -the Te.6:ta.tJUx. helr.un named, 116 and 601e. heir. LI16t WUi. and T e.6.ta.ment, .in the pIle.6 enee 06 U4, who, a.t heir. le.eque.6t, .in heir. plLe.6 ence and .in the plte.6enee 06 each otheJc., have .6ub.6CJUbed o~ name.6 a.6 wUne.6.6e.6 heJc.e-to, ~kt~ ~'l<~1J ,<c,-U-..._i'I.-.~..,..tZL-( OF P/~tA ;/.l!U( l;, &--rV1L/JY/Ud-rzl/f ./ OF ~o 171(.tC -t"-,'L({" .f', Gt' "-It-It.ff./d"d.,c..~\. , / RCC-37 t12-63) COMlIIONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES 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 ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise. in estate) forth this fact.) OR NO BIRTH Unda J. FoJt;tnet! claughteJc. Ifel; 1/2 'l,j'l ~ .L, ..0. ,,/ Rnnrf Camp Hili., PA 17011 Wendt! A. Campbell. claug hteJc. tiel; 1/2 1 R 'l.Vlhil/ln S.:tJr()();t F tern.&tato n, Nw J eJr..6 et! 08822 -. , , ( h Deponent fUrther says that all the above-named benerieiaries are living at this time except helow: NAME DATE OF DEATH RESIDENCE - (Executor-Administrator must complete "As WiII } Reported" column #1.) Administration No, Year Ci --i '" ~ ... .. ~ IS THE 0 III E- '" ::s '" '" '" 0 --i it ::s ~ ~IATTER OF THE APPRAISEMENT .. E- III '" 0 X '" 't:l ~ (l) ... ... OF THE CD 0 ~ 't:l t'j (l) ESTATE OF ... '" ~ ... III ... (l) JOYCE A, FINKENBINVER Deceased Late of . .. Mech.a,.MC4bwr.g~.HI1J1IPci~I'!TW4P.. County of Cumb<VzJ4nd en c:: =:: =:: Commonwealth of Pennsylvania > ~ ~ en en >< n n p- p- REPORT AND APPRAISAL ci . ..; . ~ . ~ ~ -0 ~ ~ ~ > :\.11 :1J1 . '" " ,. : ~ ,(t. :(t. : (D- :-1:>. '-I:>. :2: 't:l .... ,..0 :..0 :c~- :. .2: ... :..0 :..0 ~m ~ :-.. :- ~ """"*""""~ > '" " o ~~ r:l'<l ...~ 3 5" r: c.. R C C-38 '. RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY * COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent Jointly wi th another 01' others, including intangibles. standing in the name of the decedent and others. List real estate first, as entireties. 01' 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 01' out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name Unit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate. In This Space. Value of Value of x" Y' 'V' J''\, En tire Decedent's ^ '^'" '^' ""'\, Property Interest NONE - l'Lrn.u Insert this total opposite "Jointly Owned Property", Schedule "E" . Itnu.J in the "As Reported" column on the lust page of" this return. REV-SI8 18-781 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR RE:PL V PLEASE REFER: TO .* Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Linda J. Fortney 242 Cumberland Rd. ('....ntp Hi 11, 'PA 17019 (Executor or Admini strator) In Re: Estate of Tnyt'P A FinkpnhinnPT Cumberland County - File No. 21-7R-O~26 Dear You are hereby notified that the Oridna1 appraisement in the estate of Jovce A. Finkenbinder has been filed in the office of the Register of Wi lis of Cumher1and County on 5 March r 19-12., Soid oppraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 5,649.91 None None $5.649..91 As to such tax that is paid within three months from date of deoth, 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 22r 1965) from date of deathr 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.2~3. D ('> ',-~J~ c..' ,->-- ...~C" Date 5 March 1979 Signed c3 :~-..,... . c) Title Administrative Officer , Note: This is not a bill. REV-457 (8-78) DEPARTMENT OF REVENUE BWREAU OF FIELD OPERATIONS . P.O, BOX 2970 HARRISBURG. PENNA, 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 5 March 1979 COUNTY Cnmherland FILENO, ?l-7R-01?fi Whereas, Toy,.p A. Finkp.nbinder late of Camp Hill in the County of Cumberland Commonwealth of Pennsylvania, having died on the 30th day of May 19 2~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti ,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 Real E~"~+-o $ None Personal Property c; t.L.Q Ql fl'!rs Nonp Tn~~+-l u None Tot-~l ~c; f\!'Q Ql . Have been duly sworn according to law, I do hereby c(ftify that the above awraislUIlent is made in conformity with the law on this c;,." day of '-. . ~,.h () . -~ 19 .1L, ~ ~_ "\"') \. \._}..,.'--. .c'\.......~ Appraiser (Number and Street) Harrisburg (Post Office) , Penna, d(}-')?- 3~b ,L,uc.v:-.. '\.., , (" ,.~..b.I.\.j}..).,..),..,.... County RESIDENT INHERITANCE TAX APPRAISEMENT Esta te of ).(~~....I~.......E:~~J'~ "- Deceased, ~ ~h~y'~ /1//~ ,...,(:yt:~ t'~T~?..dJ~~~-(~ Date of Death, ....t)...;......-....~.......,..;'.,-:1..'::?........ Appraisement Docket Vo1., ,1.0...............,......, Page,....,l"-~............... No. 3.......I.".~..;.,. F'] d' R' , Offi ''2 -"'1 1"'-"'1 J e m eC}lsters we"",................,.. ':I.L. Amount of tax due, $..:....,.....................,..,...... DEPARTMENT OF REVENUE Received, ....,......'........, ..........,'..',......,........,.... Examined and Approved, ......'.......................... Wrote about Appraisement, ............................' Appeal from Appraisement, ................,............ Entered and charged, .......................................