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HomeMy WebLinkAbout03-19-79 (2) .=( 1-.1 ?- 33S .1//1/77 RCC-33..(4.7:<!\ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORT ANT: 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 hy the Secretary of Re'lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN TilE MATTER OF TIlE ESTATE OF } MABEL W. SHULL (STATE FULL NAME OF DECEDENT) Lower Allen Twp., Cumberland t Lote. of Coun y AFFIDAVIT OF EXECUTOR ABMIr HSTR:.. T8R Stote of New York Erie County of J 55: John D. Shull, Jr. Xalrktl'RIIA.r.--- of th;-;~tate of the above-named decedent being duly sworn, depose S and sa~ Decedent died June 17 19~{:---leovin9 a la,t w;ll, copy of which i, he ,eta attached. } (MONTH) (DAY) (YEAR).. 1_ I U. Name and add,." of .It.mey a, } Charles W. Rubendall II, Esquire, 208 Walnut Street, other authoriz.ed repres.en-tative to whom 8 nllcn"..pondence,houldbem.;Ied. P.o. Box 1226, Harrisburg, Pennsylvania 1710 Executor That as such Executor deponent is familiar with the affairs of said estate and the property constituting (EXECUTO R-ADMINISTRA 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 RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S..l,FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - National Bank, 101 Lincoln St. , Mabel W. Shull or First Marysville. Pell.nsvlvania 17053 John D. Shull , Jr. Son ~-~_.. -. - -.-. That the contents of said safe deposit box or boxes are itemized under Schedules wi th the exception.of the following, for the reasons hereinafter set forth: of this return, 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 prim 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 arb-,.JtIlJehold furniture, horses, carriages: automobiles" h"als, .and any and all other personal chattels .2~ ~fl1'~Il~rf,i~d, .?r nature, left by decedent, together WItH the lalrly estImated market value thereof; all bonds and mortgages Iield 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 paya.blc to Ihe estate from life insurance policies carried by decedent; all annuity and endowment contracts 1 he proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends due Ih"'IT"" alld unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's dc"lh ami ",1"-,, investment securities owned by the decedent at the time of death, with the market value there- Dr a 1 '-'uch I !rnc. In the case or securities or close or ramily corporations, the values reported are as rar as possible substantiated by rinancial statements or the corporations, showing the assets and liabilities thereor as or the date or death. The schedule also sets rorth the interest of' decedent at the time or death in any co-partnership or business, and in support or the value or such inter~st there is mlnexed to said schedule, f'inancial statements showing the assets and liabilities or said co-partnership or !tusiness. A copy of the co-partnership agreement, (ir oral, a statement setting rorth the nature or the agreement) together with a statement setting rorth the character or the business, its location, and such other racts pertaining to the business as may be pertinent to a rair and just appraisal or the decedent's interest therein must be submitted. It should also set f'orth in itemized rorm, together with the rair market value thereor, any other property owned or bequeathed by the decedent at the time or death. The Sch~du/~ C attached hereto and made part hereor sets rorth a true answer to each inquiry contained therein and in the case or transfers of'property, real or personal, wi ';hin two years or decedent's death, in contemplation of' decedent's death, or intended to take ef'f'ect in possession or enjoyment at or arter death, said schedule sets rorth the nature and value of' such property, to whom transf'erred, the relationship of' the transrerees to the decedent, the proportionate share received by each transreree and all other f'acts or a pertinent nature regarding said transrers. In the case or transrers intended to take ef'f'ect in possession or enjoyment at or arter death, there i~ also attached to the schedule a CORY of' the deed, trust agreement or other instrument creating the trust. There is also set rorth in said schedule a list or all property, real and personal, with its value, which passes at decedentts death by virtue or the exercise by decedent, either individually, or jointly 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 hereor sets f'orth the names and addresses of' all persons benef'icially 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 benef'iciaries f'or life under decedent's Will. It also contains a statement showing which of' the benef'iciaries named in the decedentts will, if' any, died prior to decedent, the dates of' their death, their issue, and the relationship of' such issue to the benef'iciary. That Schedule E attached hereto and made a part hereof' sets f'orth 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 ef'f'ecting the vestiture of' real estate and the date of' acquisition or 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 f'orth fUlly and in detail all debts and deductions claimed f'or and on behalf' of' this decedent's estate, including fUneral expenses paid; ramilyexemption, where applicable; costs of' administration of' this estate; counsel fees and fUdiciary's commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of' the death of' the decedent; debts and claims owing and unpaid at time of' death; taxes accrued chargeable f'or period prior to decedent's death (except those allowed under Section 651 or the Inheritance and Estate Tax Act); together with a statement of' collateral pledged f'or obliga- tions, if' any. It is agreed that the f'iduciary will present proof' of' said claimed obligations upon re- quest, that if' the amount actually paid in settlement of' any f'ee, 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 or the appropriate columns in Schedules "A", "B", ncn, "E", and "F" as directed therein, have been carried rorward and properly registered in the Summary. .d. Subscribed and sworn to before me this ,.(;.......................... .......................................... day of ..?1..~.......... 19..7.2: .......................C;j)~..........d~,~......................... .. ~:;) ,OJ} (] ~ f== ....... ..................................................~"!... ..........:......... (E.recutor-Adminiatmtor ) ...............7.9......~.g,t.t.nu;:..$..:t......p..;!;:.j,y.e........................................... ( Street Number) ......... ........X9..!l~w.g,!1.g.g,.I......NSlW.....X.9..;!;:)s................................... (City or Toom and SttJte) PEARL SCHNEIDER Notary Public, ,state of......,.. Qualified i.n Ene ~ MlldlIO ltiQ MyComm~~ . NOTE: Bef'ore signing af'fidavit make sure all blank spaces in the af'f'idavit and schedules annexed are f'illed in with details or the word "None", and in case the assets include rare and unlisted securities, securities of' close or f'amily 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. RCC-34 (4-731 COMMC>>lV(EAL TH ,oF PENNSYLVANIA 'DEPART.MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY 11& 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 should b. (1) (2) (3) descrIbed by lot and block numb.r, stre.t and str.et numbe" together wIth DEPARTMENT o genera' description of the property, with a r.fer.nce to the r.cord of the AsseSSED VALUE VALUATION conveyance by which the decedent took tltl.; If a farm stat. number of 0- FOR YEAR OF ESTIMA TED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUe (Do not write of decedent. Tax.., Dssessments, occNed Int.r..t on mortgage., .tc.,ar. DEI. TH In this space) to be listed on Schedule "F" and must not b. deducted from this schedul.. NONE N~. Insert this total opposite "real property", Schedule "A" in the X X X X X liAs Reported" column on the last page of this return. RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Item No. 1. 2. INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time o~ 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 o~ 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 aecounts, must be listed, despite the ~act that they are not o~ the administered estate. Tangible personal property should be listed ~irst (e.g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certi~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 ~iduciary in said capacity, partnership interests, interest in any undistributed estate o~ or income ~rom any property held in trust under the will or agreement o~ another, even though located outside o~ the State, at the time o~ death, should be listed in this schedule. ITEM List and describe fUlly UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Jewelry: 2 rings; appraisal value (see copy of appraisal attached) $ 860.00//- Personal effects, clothing, and furniture -/,. "'.... 800.00/ $ 3.-4. The First National Bank, 101 Lincoln Street, Marysville, PA 17053 3. 4. 5. 6. 7. Certificate of Deposit #5077; face value $5,000, plus interest accrued to date of death (See letter attached) Certificate of Deposit #5114; face value $4,000, plus interest accrued to date of death (See letter attached) $5,127.57/V ....-- $4,041.56/ Refunds, Blue Shield of Pa. / $ 43.00 Refund (anticipated), Internal Revenue Service; Form 1040 filed for decedent's final tax year $ 184.68,// Refund (anticipated), Pennsylvania Department of Revenue, Form PA40 filed for decedent's final tax year $ 5.l9/' Insert this total opposite "Personal Property", Schedule nB" in the "As Reported" column on the last page or this return. .' .. X X 1l,062.00 \t)O~2..00 Jewelry an.d Silver.ware Phone 236-7568 June 26, 1q78 fJJ. :K OUaw;wne 9ine 8ewelry - 6ngraving 304 Chestnut Street Horrisburg, Po. 17101 Charles W. Rubendall 11 One ladies white gold ring set with five diamonds. Four side di1amonds apprCi),nl1'Qii'lrll~tely five poimts, :ft1ll cut, one center diamond 6.6 mm. X 3.8 mm, approximina 1y 1.06 cards (weight), badly fiawed with carbon and inclusions. Oolor fair. Make fair. Value... $ 850 00 One ladies white ring set with three chipped yags. VaJ.ue.. . $ 16 00 THE FIRST NATIONAL BANK Post Office Drawer "8" . 101 Lincoln Street MARYSVILLE. PENNSYLVANIA 17053 Phone: (7171 957-2196 November 8, 1978 Hr. Charles \v. Rubendall, ,II Keefer, \o1ood, Allen and Rahal Law Offices 208-210 Walnut Street P.O. Box 1226 Harrisburg, Pennsylvania 17108 Re: Estate of l1abel W. Shull, Deceased Dear Mr. Rubendall:. As per your request in the form of a letter dated October 31, 1978, we submit the following information regarding the above: Checking account: #30-693-2 Amount: $422.09 In names of Habel \01. Shull or John D. Shull, Jr. Date account opened: April 5, 1968 Savings Account: #3639 Amount: $5,714.88 + interest of $39.46 In names of Mabel \.[. Shull or John D. Shull, Jr. Date account opened: April 5, 1968 Certificate of Deposit: #5077 Amount: $5,000.00 + interest of $127.57 In names of John D. or 11a.bel Shull Date account opened: January 1, 1968 Certificate of Deposit: #5114 Amount: $4,000.00 + interest of $41.56 in names of Habel ri~ Shull only Date account opened: April 10, 1969 All amounts provided are as of the date of death June 17, 1978. If we can be of any further assistance, please contact us. ~.. K.C. Toomey President KCT:dat RCC~ 36 COMMOKWEALTH OF PENNSYLVANIA TRANS}~R INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within 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 N/A (b) State of decedent's health 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)~~ (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) NA (b) What was the transferee's age at time of decedent's death? Nll. (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) Yes (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) Yes (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others right reserved in decedent alone (7) Did decedent in his 1 ifetime make a transfer, the consideration for which was transferee's promise to pay income t.~ or f'o ;,.i'e "enefi t 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 Ii 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) yes (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) yes 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 tima ted) DEPT. VALUATION (Dept. Only) 1. Mabel W. Shull Revocable Trust; Fulton Bank, Trustee under trust agreement dated April 11, 1968 (see attached valuation) // $ 19,410.92 V Insert this total opposite "Transfers", Schedule "CO in the "As Reported" column on the last page of this return. ./' $ 19,410.92' \ C\ ,l.t\D.ct.-Z- ( MABEL SHULL DEED OF. TRUST VALUATION AS OF JUNE 17, 1978 Fulton Bank Certificate of Deposit 6% due 4/12/79 Interest accrued to date of death 19 units Common Stock Fund @ 9.161 2,031 units Fixed Income Fund @ 7.976 Principal Cash Income Cash ( .' $ 2,700.00 29.04 174.06 16,199.26 6.33 302.23 ~ 19,410.92 RCC-37 . (12-6)) COMMON\\-EALTiI 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 ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH John D. Shull, Jr. furniture and 76 Bathurst Drive son Yes of aqe residuarv estate Tonawanda, N.Y. 14150 . Natalie R. Shull 76 Bathurst Drive dauqhter-in- aw Yes of aqe one rinq Tonawanda, N.Y. 14150 Sandra Shull San Filippo granddaughter Yes of age one ring and large 703 Parks ide Avenue mink stole Buffalo, N.Y. 14216 Esther White sister Yes of age Cedar chest, small 304 Maple Avenue mink stole, miscel- Marvsville. Penna. 17053 laneous clothing, household goods, and personal effect: 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 Will ~ Reported" column ;41 1.) Administration No. Year 0 >-l "tl ~ .... .... (1) (1) DO THE 0 Il' .... e:.. '" t:I '" '" '" 0 (t' t:I "tl ~IATTER OF THE APPRAISE?\1ENT >-l .... e:.. .... Il' '" 0 >< "tl 'tl Il' tD 0"' .... .... OF THE cr 0 ~ 'tl t<1 tD .... ESTATE OF '" ..... ..... '< Il' .... tD Mabel w. Shull Deceased Late of LQwer. . AlJ.en. . .'.):'own~h.i,p.. County of Cumberland en C ~ ~ Commonwealth of Pennsylvania > ~ ~ -< W en en () () ?" ?" ?" REPORT AND APPRAISAL . ~ :0; q * * * * * * > '" ~~ tD..... 5~ ..., ..... (1) c... ~ ~~-oo-oo~~ > '" tJ ;;.~ rtl'.o ...,~ 3 ;. " c... R(;C-~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERIT ANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY *. INSTRUCTIONS: This scher!ule must disclose all property, real and personal, owner! 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 vaiue 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 dec.,.'lent. Description of Property, Date of Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. ~ v<)(; :> ~ 'xx: ~ I'.,. :)< xx I<y,'? I'.,. 1.-2. The First National Bank, 101 Lincoln Street, Marys- ville, PA 17053 1. Savings Account owned jointly with John D. Shull, Jr., decedent's son (See letter attached to Schedule B.) Checking Account owned jointl~ with John D. Shull, Jr., decedentts son 2. unit percentage Value Share ><;, "^' >v ^' V':)<:)<:)< O,X/C 50% 50% Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest / $ 2 , 877 . 1 ... ;' $ 211.0 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. /' "- ;;3,088.22 3') O~a:~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 JUN 2 ~ lQ7S" RCC-43 (4- 71) NOTE: TO BE SOOM! TTED IN TRIPLI CATE REPORTING FINANCIAL INSTITUTION ADDRESS The First l\ationru. DaY1k of Haryaville P.O. Drawer "B" 11arysville. Pennsylvania ZIP CODE 17020 Pennsylvania Department of Revenue Bureau of County Collections Gable Building, 3rd, Floor 411 S. Second Street Harrisburg, Pennsylvania 17127 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT #3639 NAMES ON ACCOUNT OR INVESTMENT }~bel W. Shull or John D. Shull. Jr. DATE OF DEATH June 17. 1978 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Mabel W. Shull ADDRESS Bethany Villa~. H.D. 1 Mechanicsburg. Pennsylvania COUNTY Cumberland ZIP CODE 170<;<; SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR John D. Shull, Jr. ADDRESS 76 Bathurst Drive, 'Ibnawanda. New York 14150 RELATIONSHIP TO DECEDENT Son DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Anril 5, 1968 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ 5.714.88 /~'~>i ~Signature d- '. l ,PreAi dAnt: TITLE JUN 23; 1.91& COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 RCC-43 (4-71) NOTE: TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS The First National Bank of Mar,ysville P.O. Drawer "B" }~rvsville. Pennsylvania ZIP CODE 17053 Pennsylvania Department of Revenue Bureau of County Collections Gable Building, 3rd, Floor 411 S. Second Street Harrisburg, Pennsylvania 17127 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT #30-693-2 NAMES ON ACCOUNT OR INVESTMENT Habel Shull or John D. Shull, Jr. June 17, 1q78 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR }~bel Shull DATE OF DEATH ADDRESS 3ethany Villa[9, R.D. 1 Mechanic5bur~. Pennsylvania COUNTY ZlI;' CODE D Cumberland 170')') SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR John D. Shull, Jr. ADDRESS 7h Rn'l:hu'rR'I: D1oiv~, ''l'nnAWAnrlA, New Yn'l"v,. 141SO RELATIONSHIP TO DECEDENT Son DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED April 5, 1968 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATIl $ 422.09 ~~ ~ignatur~. .President TITLE - *' R E v-e 18 le-nt COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT John D. Shull, Jr. 76 Bathurst Drive Tonowanda. N.Y. 141.50 (Executor or Adm ini strator) In Re: Estate of Mabel W. Shull Cumberland County - File No. 21-78-0335 Dear Hr. Shull: You are hereby notified that the original appraisement in the estate of Mabel W. Shull has been fi led in the office of the Re_gister of Wi lis of Cttmh""rl Ann County on April 9 , 1912-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 11,062.00 19,410.92 3,088.22 ~33,56l.14 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 DecembeT22, 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 objec' 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. ~73. D () . ~.. ~__ .0 ~ ' \ '_ ., A./",-_,--_ -"-- c..-' --'.. ',- Date April 9. 1979 Signed ~--) Title Administrative Officer ~ 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. April 9, 1979 Cumberland 21-78-0335 Whereas, Mabel W. Shull late of Lower Allen Township in the County of Cumberland Commonwealth of Pennsylvania, having died on the 17th day of June 19 EL, 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. OESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes Real Property $ None Personal Property 11 ,062 00 Transfers 19.410 92 Joint-Held Property 3,088 22 TOTAL ASSETS 33.561 14 Have been duly sworn acc~rnng to law, I do hereby be'rti~ that ~bo~ ap~ made in conformity with the law on this t day of d . ~ - -->---0 1. 19 12-. Appraiser (Numbe!..and stre,t) l1arrisourg (Post Office) , Penna. .;z ) --r; cf-3.3.S Cumberland ............................................................ County RESIDENT INHERITANCE TAX APPRAISEMENT Esta te of MABEL W. SHULL Deceased. La te of ............. ...1:~~~.-r;..~.~.~ .'7~..?;~.~~.~p... ................ Date of Death, .......~~.~~...~~.!...~~~~................ Appraisement Docket Vol., ..~~...............~~...... Page, ..........~.~~............... No. .~...................... Filed in Register's Office, ...........~!.~!..... 19)~ Amount of tax due, $..:.................................... DEPARTMENT OF REVENUE Received, ......... ................................ ................ Examined and Approved, ................................. Wrote about Appraisement, ............................. Appeal from Appraisement, ............................. Entered and charged, .......................................