HomeMy WebLinkAbout08-30-74
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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RCC..33 {:.73J
RESIDENT DECEDENT
COUNTY OF Cumberland
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of 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'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Carlisle, Cumberland
} AFFIDAVIT OF
EXECUTOR
ADMINISTRATOR
County
IN THE MATTER OF THE EST ATE OF
George Joseph Kennedy
(STATE FULL NAME OF DECEDENTI
State of
Pfmn!':ylv~n; ~
County of
Cumberland
) 55:
~
Farmers Trust Company
Executor
of the estate of the above-named decedent being duly sworn, depose S and sayS
June 18, 19112-1 te.tote leaving 0 1001 will, copy of which i. hereto attached..}
(MONTH) (DAYI <YEAR) ~ '-'''l 'ev
-z... \\ 1\ ~ I
Name and address of attorney or }
ather authorized repres.entative to whom
all correspondence should be mailed.
Decedent died
William
17 East
17013
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EXECU TO R-ADMINI ST RA TOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as 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 REL.ATIONSH1P OF JOINT
IN WHICH DECEDENT RENTED A S..I,FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Farmers 'l'rus-c (;ompany U.J. Kenneay ~ame
1 West High street
Carlisle, Pa. 17013
That the contents of said safe deposit box or boxes are itemized under SchedulesA&B of this return,
with the ex!-,eption-of the following, for the reasons hereinafter set forth:
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 possession, standing to decedent's credit in banks of depoiit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person ot 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 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. estima ted 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 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 ease 'o:f securities of close or famil y corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together' with the fair market v6.1u~
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possessio~ ~r enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate$hare recetved'by.eaqh 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 copy
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set f~rth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either -individually, orjo~ntly with another, or any power of appoint-
ment vested in decedent, ai ther individually qr jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power- atta';;hed to the -~~hE,dule.
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, own",d 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 vestitur~ of
real estate and the date of acquisition of ~ersonalty, 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 of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, ~nd reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed lUlder Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", nB", "CO, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
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......... 19...7.1.....
..............................................................................................,.......................-........
(Street Numb81'
:~ a doy ./'It! t .. .""_
DO .\5 A. AL~,;;2HT. NOTA~Y PUBLIC
cw 101> Br.:i~ c;;r:'iERI.At.D COUNTY
..y' .CHC:f:,;I('~:O~.j' l:i~;\~rs r.'IUG, 16, 1982
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fn. I'..h....r r;i:>":11':i"'?i.:a j1,~.)r,t;,,;;t,,.1 c.
NOTE: Before signing aJlf"f~avTt'j;,'ake 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 "Summaryn has been properly completed as above-directed.
........................................................._......................................h..........................
(City or Town a.nd Sta.te)
.
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lie c... (4013)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEHUE
BUREAU OF COUNTY COLLECTIONS
TRAHSFER INHERITANCE TAX
RESIDENT DECI!DEN"r
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
os 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.")
Th. r.al prop.rty located In the Common_alth 0' Penn.ylvanla .hould b.
d..crlbed by lot and black numb.r, .tr..t and stre.t numb.r, tOIl.th.r with
a lI.neral d..crlptlon 0' the prap.rty, with a r.'.r.nc. to the r.cord 0' the
conv.yanc. by which the decedent took title; If a 'arm .tate number of a.
"ere.; 01.0 .tatement of mortllalle encumbrance. upon each parcel at death
0' d.ced.nt. Tax.., a.....m.n.., accrued Int.r..t on mortllall.', etc.,ar.
to be lI.t.d on Schedule" F" and must not be d.educted from thl. .chedul..
(1)
(2)
(3\
DEPARTMENT
VALUA TION
CAUTION
(Do not write
In thll lpece)
ASSESSED VALUE
FOR YEAR 01'
DECEDENT'S
DEATH
ESTIMAUD
MARKET VALUE
1. Lot 25, Block 20, The Bay Vista Blvd.
Section of Venice, Sarasota County
Florida. 60' X 150'
Appraisal attached
500.00
1 ,800.00/~
\ \ ~DO .0 0
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.
1,800.00
~
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1_
Herb Fink-MAl
Randy Fink
Gary Scott
HERB FINK
APPRAISER - P.A.
i1
2015 Third Street . Sarasota, Florida 33577 . (813) 955-0725
August 9, 1978
Mr. Dennis C. Caverly
Senior Vice President
and Trust Officer
Farmers Trust Company
Carlisle, PA 17013
Dear Mr. Caverly:
Re: 78-06-3739
In accordance with your request, we :1ave mad:~ an ap-
praisal of certain real property in ~he Esta~e of
George Joseph Kennedy, as of the date August 9, 1978.
It is to be noted that the date of the appraisal is
not the date of death.
The property is legally described as Lot 25, Block 20,
The Bay Vista Blvd. Sec. of Venice, Sarasota County,
Florida. The property being aporaised is a 60' wide x
, .
150 deep vacant lot, located just north of Englewood,
Florida. The 1977 assessed value of this property is
$500.00 and the taxes are $7.34. The millage rate is
$14.669 per $1,000.00.
The subject property is located in an undeveloped sec-
tion of Bay Vista Blvd. Section of Englewood, which has
no streets or any development whatsoever. Approximately
one block north and east of the subject property is the
only developed section of the SID. The developed por-
tion of the SID is approximately 30% built-up with
single-family homes averaging in age from new to 2 years.
The average price range of a home is $45,000 and the ut-
ilities to the area are central water and septic tank.
In the developed portion, streets are asphalt-paved and
have open drainage ditches paralleling them. The demand
for homes in the area is slightly above average and there
are many new homes being built in the general vicinity.
,
-.
...
HERB FINK
APPRAISER. P.A.
2015 Third Street . Sarasota. Florida 33577. . (813) 955-0725,
i1
APPRAISER:
GRADUATE:
CLIENTS:
QUALIFICATIONS - HERB FINK
20 years, Resident Sarasota 26 years
Ohio State University, BS Degree
Eastern Airlines
Kodak
State of Florida
Texaco, Standard Oil, Shell Oil Co.
City and County of Sarasota
United First Federal of Sarasota
1. B. M.
Stockton, Whatley, Davin & Co.
Clearwater Federal S & L Assn.
Florida Power and Light Company
Arvida Corporation
MGIC - PMI
First City Federal of Manatee County
Sarasota Banks: Sarasota Bank & Trust Co.,
Pan American Bank, National Banks,
Southeast Banks
Finance Companies: Beneficial, General,
Avco, Associates, Household
APPRAISAL COURSES: Successfully completed - Urban I,
Urban II, at University of Florida at
Gainesville, Condemnation Appraising at
the University of Georgia, sponsor eo by
the American Institute of Real Estate
Appraisers
Expert Witness - Circuit Court
QUALIFIED:
TYPES OF PROPERTIES APPRAISED: Shopping Centers, motels,
apartment projects, condominiums, indus-
trial, residential, office and store build-
ings, right-of-ways for public acquisitions
The Real Estate Appraiser Publication, March
1971 Issue
AUTHOR:
MEMBER:
AlREA - MAl Designation - #4709
Society of Real Estate Appraisers - SRPA
President - SREA Florida West Coast
Chapter #89 - 1974/75
Sarasota Board of Realtors - Affiliate Member
,
x x 170 , 696 . 56/ II 0 . 10 ct (., . 5 6
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" colwrm on the last page of' this return.
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STATEMENT . :.l .J
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FARMERS TRUST CO~lPA~~ '.
if
-.
CARLISLE, PENNSYLVANIA 17013 "
ACCOUNT NO BR.NO PEIIOD ENDING W -" J
5-4351-8 1 ~r;-J KENNEDlf I ~
06/27178 -j
142 NORTH EAST 5T -~
CARLISLE PA f'l013 PLEASE ADVISE US OF '1
ANY CHANGE IN ADDRESS
USE REVERSE SIDE FOR
ECONClLlNG YOUR ACCOUNT L --1
BALANCE
CHECKS AND OTHER CHARGES DEPOSITS AND OTHER DATE 6 3J 34 7
CREDITS I
I , I 1
633~47 M I I I ~6126 100
I I I
I I I I I
I
I I I I I
I I I 1 I
I I I I I
I I I I I
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I I I I I
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I I I I 1
I I I I I
I I I I I
I I I I I
I I I I 1
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.
MMARY OF ACTIVITY i
I.ALANCfflOM T01AL~r NO Of '"' '" NO Of NO Of rOTAl AMO\INT TQIA!.
SfltYICf NEW IAlANCt
PlfY10VS ~r...T[MfNI Of Dum, CHECKS Dt'O~") ITEMS Of' ENCLOSURES Of CRfOITS CHARGE f
I I I i I :~
- I I . ! .~..'#...' I
6333147 6333147 1 :0 ij ~LOSED I "
..
Please examine this statement at once. If no error 1$ reported in ten days ,he account will be considered correct.
EXPLANATION or SYMBOLS C.Certified Check. l-lisf. M-Memo. P.Ofher Char~es A-Item Aef.rnnd ~-~,,"i.. rh~ra. T_ r".d., YII,;.'o.,... .n"..
DETACH HERE BEFORE DEPOSITING
CARLISLE BUILDING a LOAN ASSOCIATION
17 WEST HIGH STREET. CARLISLE. PA. 170t3
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YOUR ENOORSEMENT ON THE AItOVE CHECK WI!..L ACKNOWLEDGE RECEIPT IN FULL FOR THE ITEMS LISTED BELOW. SHOULD THERE BE ANY QUESTIONS REGARDING
THIS CHECK. RETURN IT To US WITHOUT ALTERATION.
DATE
DESCRIPTION
"
6-29-78
~D# 8809 Estate of George J. Kennedy
closed account plus earnings to date
I
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AMOUNT
9,854.34
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RCC-36
COMMO:\WEALTII OF I'EC\'NSYLVANIA
THANSFER IXHEIUTANCE TAX
SCHEDULE "c"
T B..A.C\' S FEllS
RESIDD;T m:n:nFC\'T
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consirleration 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 t.herefor which was to t.ake effect. in possession or enjoyment at or af'ter his d"ath?
(Answer yes or no) NO
(a) Was there any possibility that the property transferred might return t.o 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 t.ransferor expressly or impliedly reserves f'or his life or any period which does
not in fact. end before his deat.h:
(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 ~D~ll possess or enjoy the property transferred or
income therefrom? (Answer yes or no) l\IU
(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 1 it"etime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transf'eror? (Answer yes or no) NO
(8) Did decedent, at any time, transfer property, the benef'icial enjoyment of' which was subJect to change,
because of a reserve<l power to alter, amend, or revoke, or (fiCh could revert to <lecedent under terms
of transf'er or by operation of law? (Answer yes or no) N
(9) If' the answer to (8) above i3 in the affirmative, was the power to al tel', amend, or revoke the inter-
est of the beneficiary reserve<l in the <lecedent. alone or the decedent. an<l others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by t.he at.tending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set f'orth below a deseription of the property
transf'erred, it.' s fair market value at date of deat.h, dates of transfers and to .'hom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument., if trans-
fers are claimed t.o be non-t.axable, also submit detailed st.atement. 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
(Estimated)
DEPT. VALUATION
(Dept. Only)
None
N~
Insert this total opposite "Transfers", Schedule "CO in t.he
"As Reported" column on the last page of' this return.
.00
1!CC-37. (12-63)
COMMONWEALTH 'OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE INTEREST OF
(If step-children or
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
Dorothy Walsh . None Yes OVer 18 $1.000
47 E.<:lst dvenue
Freeno-ri: NAW York
T. l( Th'Tlt""'Tl ~ ",. ~ ..... v""""- ~. 1A ~'1 nnn
A/K/A Leonare H.A. Duncal n .
142 North East street
Carlisle. Pa. 1701~
,
Farmers Trust Company
Trustee F.B.D.
Lenore K. Duncan A/K/A Daughter Yes Over 18 Residue in Trust
Leonare H.A. Duncan
1 West HiQ'h .
Carlisle P~. 17017i
.
Deponent fUrther says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
(Executor-Administrator
must complete "As
Reported" column "1.)
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Will
Administration
~ No.
Year
IS THE
.
MA TIER OF THE APPRAISEMENT
OF THE
EST:\. TE OF
. .(}€loI'~e.:r ()~€lp.~HI<:e:nIl€l~Y
Deceased
Late of ..Car],i$:J.&
County of
Cumberland
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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R C C-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule
"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 "8", 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.
V' :.>< Value of Value of
>) ) ~ ^-V' ^" J<.. En ti re Decedent's
.)< ../>
Property Interest
None
N~
Insert this total opposite "Jointly Owned Property", Schedule nE" .00
in the "As Repo rted" column on the last page of this return.
R E V.S 18 (8.78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX ?970
HARRISBURG
1710S
IN YOUR REPLY Pl,EASE
REFER TO
*
Inheritance Tax Division
NOTICE OF FILiNG OF APPRAISEMENT
Fa~me~s T~ust Company
1 West High St~eet
~aplisle, PA 17913
(Executor or Administrator)
In Re: Estate af Geopge Joseph Kennedy
Cumbe~1and
County - File No. ?l-?R-::\::\O
Dear
You are hereby notified that the O~igina1
appraisement in the estate of Gen"'g" .Tn""ph ](enll9dy
has been filed in the office of the Register of Wills of CllrQbe~land
County on 4 Ap",i 1 , 19-2..9., Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$ 17800.00
$170.696.56
t,Jone
N "n "
S]?2,49fi.Sfi
As to such tax that is paid within three months from dote 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 af death,
interest at the rote 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~'-:-' (': ,-\./Y-.J::~-'
~'- -,
Date
4 Ap~il 1979
Signed
c.-/
,,---- \
'-)
Title Administ~ative Office~
Note: This is not a 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
COUNTY
FILE NO.
Wh~~~ George Joseph Kennedv ~~of Carlisle
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 1 Q + h day of 1'1" " 19 .:z..a.. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T ..." ):'" 1 g; " ; + ; , 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 V<t..~'JES Appraisement
Made for Inheritance
Tax Purposes
O~~1 ..~+~+~ $
1 Q(H\ nn
p",....",,,,, " 1 p 'TV 170.696 56
'l'...",n", of",...", Mona
.Tn; nTl V Ow....n ~T~
Total 172 496 56
.
.
Have been duly sworn according to law, I do hereby certify that the above apprilisement is made in conformity
with the law on this UtA day of 6p:r;>~ \.0_r '~<~' ,::::}-' 19 2..9.-.
'-~ Appraiser
(Numbe( and Street)
Harrishurji
(post Office)
. Penna.
;;( '-1 ~ - 336
......... .c.uro.her.laud....... .................... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........ ..G'.EQ.RG.f.. .J.o S.f.F. u. ..KE.NN~ D:i..............
Deceased.
Late of
.... .... ..C.iU'..J...i.:;;.J.~........ ..... ... ........ .... .... .... .........
Date of Death, .........JJl...y.!,m.!L.J.~.7.~...........
Appraisement Docket Vo1., .......1.9.................
Page, ........~.~..~............. No. ....Iq...................
............................................. . !.a.. .':l-.Y.................
Filed in Register's Office, .ld...Apr.il...... 19..7.9
Amount of tax due, $..:....................................
DEPARTMENT OF REVENUE
Received, ............ ............ .................................
Examined and Approved, .................................
Wrote about Appraisement, .............................
Appeal from Appraisement, .............................
Entered and charged, .......................................