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HomeMy WebLinkAbout10-05-78 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS _ J/~-'/ ;-/ _ . ;;, ,/x.. /." / ,. OCT 5107Q COUNTY OF CUMBERLAND J/ RCC-33 (4-7S, RESIDENT DECEDENT 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~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF furothy Murdock (STATE FULL NAME OF DECEDENT) La te of Carlisle, Cumberland Pennsylvania } AFFIDAVIT OF EXECUTOR County ADMINISTRATOR State of County of Cumberland Farmers Trust Company } u, ~ Executor of the estate of the above-named decedent being duly sworn, depo$e ond say Decedent died July 2 (MONTH) Name and address of attorney or } other authorized repres,entative te whom o II correspondence should be ma i led. (DAY) , 19~J testate leaving a last will, copy of which is hereto ottached.,} (YEAR) ~ J aIIES R. H'lnOOr One West High St., Carlisle, Penna. 17013 That as such Executor deponent is familiar with the affairs of said estate and the property constituting (EXECU TO R-ADMIN I ST RA TO R) 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 Fanners Trust Co. furothv Murdock nno Woc+ H; O'n ~ Qj,.., is' E', PI"'nnl'l, 1 7fll q 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: B 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 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 interes t 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 bOQds, 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 Unite{I 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 promis sory note s 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 secur;tics owned by the decedent at the time of death, with the market value there- of at such time. t In the case of securities of close or family corporations, the values reported are as ear 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 ll,usiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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 value 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 possession or 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 share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the crase of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a COllY 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 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 instrl~ent 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, andthe 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 of administration of this estate; counsel fees and fildiciary's commissions paid or to be paid; cost expended for 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 for period prior to decedent's death (except those allowed under 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. ..u;~........................... ....~.)JI)/iljllJ. That the totals of the appropriate columns in Schedules "A", "B", "en, have been carried forward and properly registered in the Summary. , Fa.rroors Trust Subscribed and sworn to before me this .2.~.......... . day Of&~AR/Zm 19.7-6 .il~~8~~~~~~~~i:~.~:'\~-_... MV COMMISSION EXPIRES AUG. 16. 1982 MftmDer, Penn$yll'lnil Association of Notaries 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. ^ Jj.. "F" as direc ted therein, RC C.34 (4.73) COMMONW~AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "AU 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 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 .hould be (1 ) (2) (3) de.crlbed by lot and block number, .treet and street number. together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm .tate numb.r of a. FOR YEAR OF ESTIMA TED CAUTION cr..; 01.0 .tat.m.nt of mortgage .ncumbrance. upon each parcel at d.ath DECEDENT'S MARKET VALUE (Do not writ. of decedent. Taxe.. a.....m.nt.. accrued Intere.t on mortgage., etc.,are DEI. TH In th I. .pace) to b. II.t.d on Sch.dul. "F" and mu.t not be d.duct.d from thl. .ch.dule. ~ !'~~ 1 i j /~ 67 EJ_ 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. """\f,! ~"r..ni:'. . '. . ..' :.:..........~..'.: ..............':.:..... . .n'.'" "', '~~,' ""~",, .~~ . ,;." : ~ ' ,) I: .V ClJMBERII1ND IIIllE'{ ~iNG,5 AND L04N ASSOCI~TIQ\j 16 West High Street. Carlisle. Pennsylvania 17013 249-2525 October 12, 1978 Farmers Trust Company One W~st High Ct. P. O. Box 220 Carlisle, PA 17013 RE: Estate of Dorothy Murdock Date of Death--July 2, 1978 Dear Mr. Gority: Please find listed below the balance and accrued interest on savings account #6688280 as of July 2, 1978: ~ Balance -------------------------$10,000.00--- Accrued Interest ---------------- 4.11--~' Total --------------------$10,004.11 ~ If you have any questions or need additional information, please contact me at this office. Very truly yours, I'l ., . f\ /l I _" 'f(..,JJvuvl ~/{lirl~ Richard L. Kuntz Bookkeeping Dept. RCC-35 RESIDE~T DECEDENT SCHEDULE "B" PERSONAL PROPERTY ~ '~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of 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 of 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 fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insur/lnce pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. lo / V 2. 3. 4. 5. 6. 7. 8. 9. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) 9.625 592.50 ,/ !-1J, ~~ (jj 378.88 200.00 t-- ?- 00. O~ 227.00 ~/ ~ ')..7, CJ 21,217.88 f / ~// .P.17, f'-<f r 6,293.75 \ './ 'J..-C(J,. 7, )9'~' 'j-j) 10.1 ()(}t.I, II :9 7 f"", ?r Gold bracelet with three diannnds (see appraisal) Personal Property and furnishings (see appraisal) 354 shs. Aroorican Telephone & Telegraph Co. 200 shs. General Foods 20 shs. F.W. Woolworth $2.20 Pfd. (not traded 7/3 or 7/5, 6/30 valuation used) Savings Acct. #01 6688280, Cumberland Valley Savings & loan Assn. Interest on Item 5 payable June 30, 1978 Dividend, Aroorican Telephone & Telegraph Co. payable prior to death ~rs Trust Co. Attorney in Fact for Dorothy Murdock: Principal of Account Accunulated Incaoo Refund United Telephone Co. 9.9375 1.4687 407.10 , w 07, 10 10. 10,4C 3C .J - ((~ 7. S 8 8 6.2';.3.7.5 5 9 2. 5 0 10.004.11 .3 7 8. 8 A 4- 0 7. 1 0 10.407..35 .305.02 2.82 50.0.36.41T Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. s-6.0 3' ,~/ x X 50,032.30 Fstate of Dorothy Murdock Items of Personal Property Rocking Chair 2 &naIl Straight chairs @ $5 &tall table Table radio 10.00 10.00 5.00 2.00 5.00 20. 00 50.00 15.00 100.00 10.00 $ 227.00 lanp Mantle Clock Slant top desk Sewing table Cllest Books and miscellaneous i tens /\ \\\/ Stearns & Williams, Inc. .a~ REGISTERED JEWELER AMERICAN GEM SOCIETY Carlisle, Pa. 17013 # . ... , I , ~ ..; / P J ;< /4 L-'<--/ ZII c? c../// /). . A/~"C-:"V(';~ , ,'C.. c-- t I t'-c.~ , . -1. <.... :;u' () ,/ \ }n ~dt -Zt:@'~~:1;Z4... / , \ '" ....- ., . < ~~.,.' .. 1~ .. . liCC-olE:, COMMO\\"vl:<:ALTIl OF l'E\NSYLVANIA THA\SFFIl I\HElUTAl\(,F TAX SCHEDULE "c" TR.\\QH:nS rtESIDE\T DECFDE\T (1) Did decedent, within two years of'deuth, make any transf'er of any material part of his estate without . 0 no ' recen'lng a valuabl e und adeql1a te considera Lion therefor? (Answer yes or no) ___ (2) Did decedent, within two years of death, transf'er property f'rom 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 at'firmative 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 theref'or 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 transf'erred 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 transf'er without receiving a valuable and adequate consideration therefor nnder which transferor expressly or impliedly reserves for his life or any period which does not in f'act 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 cr enjoy the property transf'erred or income theref'rom? (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 transf'eree'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' it reserved power to al tel', amend, or revoke, or which COllld revert to decedent under terms of trans fer or by operation of 1 aw? (Answer yes or no) no (9) If the answer to (8) above i3 in the af'firmative, was the power to alter, amend, or revoke the inter- est of the beT'ef'iciary 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 by the attenlUng 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 ,,'horn 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 f'acts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM lJESCRIPTION MAlUillT VALUE (Es tima ted) DEPT. VALUATlON (Dep t. Onl y) NONE ~~ ,~4-(,~ Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. , . , flCC-31 (12-63) (,Oi\tl\IO~\\'EALTIl OF PE;\,';,\SYYL:\NIA TRANSFER INHERITAl'\CE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES -, BENEFICIARIES AND ADDRESSES RELATIONSHIP SUHVIVED (If step-children or DATE INTEHEST OF State full names and addresses of all who illegitimate chlclren DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, sct STATE YES IN EST.\.TE wise, in estate) forth this fact.) OR NO BIRTH Edwin and Margaret Murdock brother and ~Iri n no Part personaltv , 5153 Linette Lane . .~ _in -law ~1, ,,~ Om:",.. ?l !:Inn ~ . . Annandale, Virginia 22003 Alice Murdock Martin niece yes Over 21 Part nersonaltv 5818 Brunswick St.rA=>t. Springfield, Virginia 22150 Edith Murdock Brown I~ece yes Over 21 Part nersonaltv 5153 Linette Lane . . l", Vi \ h Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Edwin Murdock Several years ago Pennsylvania ..... o ~ .;;" ... <" ~ -: I::: .;:: ~ E .=:: c:; ::s E-- '00.0 ~ E ,r.; , 0" .....<:.>'t o Q.i -.... .... ::l :n ..... r.; ::l 0 ~ E e f:3- ~ SUMMARY (Seh. "A") . (Seh. "B") ... (Seh. "C") Heal Property...... Personal Property Transfers Gross Taxable Estate ( 1 ) (As Reported) $ . .00 $ .5.0,():3~ . 30 . $ .00 $. $ $ . .50,.032.30 (2) (As ))I'tl'rmi!lcd) $ $ $ $ $ $ t- "c:l Z .. ~ ... ril C/J ...~~ ro " ..:l Q) - ~ ;... ,L. () ~ ... ril Q.i Cl (J) rIl CJl - - r-i ~ ~ i UJ ~ CIl:: ~ ~ 'r-! 'c ~ r-i =- 0 a "d ~ =- ~ ..2: w ~ w a ~ ::t :I: ril ~, ... ril ... E- r-i '" Q 2:: .,.. t&. ~ tt-i j ;:: z 0 - 0 E- t>>. 0 ~ Z E- CJl ..c:l I ~ ~. ~ ril 2 ..... ~ 0 0 CIl:: ...c: c ~ 8 ..... 0 0 Q.. :c ril S ~ ~ ro E- ..... ;.. CIl:: l:; E- o ... c "2 ~ ...... .c' 0 0 I: ~] ,L. Q) :: E ..... 0 :::~ ~ 0 ...:J U U . , R C C-38 RESIDENT DECEDENT SCHEDULE" E" JOINTL Y OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schenule must disclose all property, real and personal, owned by the necedent 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 unner Schedule "A", plus the nate 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 shouln be listed as in Schedule "B", plus nate of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of' Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. Unit Value percentage Sh are Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest !\mE ~. ~ ...~ .. Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. R C C-2 (2-64) , DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 DATE \ \- ""2..ct--L CO COUNTY~~ FILE NO. L- \. --L ~ - U~ l~ Whereas, \)~ "(\r\~ late of ('-{l.A Q~ in the County of C~O fr SL.. Commonwealth of Pennsylvania, having died on the C ~O day of 2) l~ 19n, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, \. /\.-{- l J-~~ 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: COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the de.cedent 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 Anel Unit Values Appraisement Made for Inheritance Ta. Purpo... $ 1'1 Ql-L 5"0 OSb 41 N~ N~ ~ 50 0"66 l.t( Having been duly swo.rn according to law, I do hereby certify. that the above appraisement is made in con- formity with law on this -""2- C\ day of I~ ~'" ~ r _,' 19~. r: .z K. .,/'V:..~., < 1- ~ _. Appralaer ~-~ (Pan OlD" , Penna.