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HomeMy WebLinkAbout12-21-78 I I RCC-U (-'73) .. .. .. ; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS '* RESIDENT DECEDENT DFr ') 1;Ci~ COUNTY OF CUMBERLAND IMPORTANT: This return must be completed in detail and filed in duplicate, with an attached, with the Resi.ter of Will. of the County where decedent resided; Return is due within nine months after date of death, unle.."It1t'Olttenaion i. lP'anted by the Secretary or Reltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF nIE ESTATE OF } AFFIDAVIT OF . . EXECUTOR , ADMINISTRATOR County MABEL E. STRAYER (STIHE FULL NAME OF DECEDENT) late of CUMBERLAND State of PENNSYLVANIA CUMBERLAND NELLIE M. STRAYER and MILDRED A.STAYER, } sa: County of Co~Exet::utrices ~ Administrator of the .Itat. of the oboy......m.d d.ced.nt being duly Iwom, d.pos. and ..)' J '"""~-" (MONTH) Nome and oddre.. of attorney or } oth.r authorlzecl r.pr....n-tative to whom 011 c...........nc. should be moiled. (DAY) ,19(:E~RI tel tot. I~:ing. last will, cop)' of which Is h.r.to otloChed..} Decedent died JULY 10 RORERTD. HANSON, EfR}1rin 202 Blackstqne Building, Harrisburg, Pa. 1710l That alf such Co-Executrices deponent is familiar with the affairs of said estate and thePF,operty constituting (EXECUTa R-ADMINISTRA TORI the assets thereof and their fair markei 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, orin clecedent'~individual.nlUM'rwith right of access by another as agent or depvty, with the exception of the following: - ' .,' ,'" NAME AND ADDRESS OF BANK OR OTHER INSTITUTlO~ RELATIONSHIP OF JOINT IN WHICH DECEOENT RENTED A S.^FE DEPOSIT BOX HOLDERS TO DECEDENT Dauphin Deposit Jan..k C amp Hill, Pennsylvania Sister That the contents of said safe deposit box or boxcl! are itemized under Schedules', B of this return, with the exception-of the following, for the reasons hereinafter set forth: That Sch.Jul. A attached hereto and made part hereof sets forth fully and in detail-. all the real property in the- Commonwealth of Pennsylvania of which decedtlll" died having an interest therein. .Italso sets forth the mortlllie encumbrances upon each parcel of :nNd.Jlroperty at the. date of death, givin~ 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 colunmsptOvided thereforf the assessed.....luation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Sch.Jul. 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 deatlt; allmooeys 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 baab, trust cOtBpattie&, I!IP other institutions, whether individually, or in trost 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 bonds, postal savings, treasmy 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 ow~ 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. killdo~ nature, left by decedent, together with the fairly estimated market ,value thereof; all bonds and mortgages held by decedent and'of alf 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 insutallce policies carried by decedent; all annuity and endowment contracts the proceeds of whicb were payable upon tbe death of the decedent; all and the corporate stocks and dividends due tbereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's deatb and other investment securities owned by the decedent at tbe time of death, with the.tIIarket value there- of at luch time. - - , . # .. In the case of Becurities of close or family corporations, the values reported are as far as possible substantiated by financial Btatements of the corporations, Bhowing the assetB and liabilities thereof as of the date of~eath, The schedule also sets forth thB interest of decedent at the time of death in any co-partnership or business, and in Bupport of the value of such interest there iB annexed to said schedule, financial statementS showing the assets and liabilities of said co-partnership or Qusiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of t~e ~greement) 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 valuB thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof Bets 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' B death, in contemplation of decedent' B death, '.01' intended to take effect in pOBBesBion or enjoyment at or after death, said schedule sets forth the nature and value of Buch property, to whom transferred, the, relationship of the transferees to the decedent, the proportionate share recBived by each transferee and all other facts of a pertinent nature regarding said transferB, In the case of transfers intended to ~ take effect in possession or enjoyment at or after death, there is alBO attached to the schedule a CORY of the deBd, trust agreement or other instrument creating the trust. Therp. 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 w1l1, deed, or other .1nstrwnent of another, ~~, ~ with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the,names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, ~o the decedent, tog~ther with the ages at the time of lecedent's death of all minorB, annuitants and beneficiarieB for life under decedent's Will. It alBO 'ntains a statement showing which of the beneficiaries n8llled in the decedent's Will, if any, died prior . decedent, the dates of' their death, their issue, and.the relationship of' such iBsue to the beneficiary. 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 arid others, plus the date and place of record of instruments effecting the vestiture of.., real estate and the date of acquisition of personalty, pius 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 f'or and on behalf' of' this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of' this estate; counsel feeB and fUdiciary's commissions paid or to be paid; cost expended for burial truBtB, -tombstones or gravemarkerB, and reli- gious services, in consequence of' the death of' the decedent; debtB and claims owing and unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 6151 of the Inheritance and Estate Tax Act); together with a statement 'of' collateral-pledged f'or ob1ig.... tions, if' any. It is agreed that the fiduciary will preBent proof' of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt iB less than the estimated amount claiming and allo_d, that the same will be reported to the Register. of' Wills, and that the lUIlount of tax assessed can be reassessed in accordance therewith, That the totals of' the appropriate COlumnB in Schedules wAe, .B., .C., "E., and .Fe as directed therein, have been carried forward and properly registered in the S~ry. ~=d:mof"-,~:kl.zt --:l~. S!lAYER, _.__..",~:~Z:..~../IL..~ ........''''..,....___..'.. lW...NQr!h..31st Street DIAIfIiM. RII'tCM. IWlt'" Public (Street Number) H~rr:lSpurg, 9aupl1in en. PI. ~,~~P..J:Fl.~.!-.?ennsyl~ni~_",E.9..!L......_.. 1/1( Commission Expires July Z1, 1" (CiftI M 7'_ atad State) NOTE: Bef'ore signing af'f'idavit make sure all blank spaceB in the aff'idavit and schedules annexed are f'illed in with details or the word .None., and in case the aBsets include rare and unlisted securities, securities of' close or f'amily corporations or an interest in any co-partnerBhip or business, that the data and statements required under the paragraph above relating to Schedule eB. are attached. Also make certain that column #1 in the .SU1llDary. has been properly completed aB above-directed. RC C-U (..' 3) COMMONWEALTH Cf' PENN'IYlVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" ReAf~R'O~ERTY . . Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent os tenant in mmmon 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 os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Common_alth of Penn.ylvanla .hauld be (1) (2) (3\ delcrlbed by lot and black number. .treet and .treet number. together wi th DEPARTMENT a general de.crlptlon of the property. with a ..ference to the record of the ASSESSED VALUE VALUATION conveyanc:e by w.hlc:h the dec.dent taak title; If a farm .tate numb.r of a. FOR YEAR OF ESTIMA TED CAUTION crel; 01.0 .tatement of mortgage encumbrance. upon each parcel at death DECEDENT'S MARKET VALUE (De not write of dec.dent. Taxe., a.....ments. accrued Interest on mortgage.. etc.,ar. DEATH In thll lpace) to be lI.ted an Schedule "F" and mu.t not be deducted from thl. .chedule. . SEE SCHEDULE "E" I ~ Insert this total opposite "reol property", Schedule "A" in the X X X X X If As Reported" column on the last page of this return. RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY . . '* RCC-3p COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must diBcloBe all tangible and intangible personal property owned individually by the decedent, at the time of' hiB 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 liBted, deBpite the f'act that they are not of' the administered estate. Tangible personal property should be listed f'irst (e,g. jewelry, wearing apparel, household goods, and furnishings, bookS, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certif'icates, caBh on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or f'iduciary in said capacity, partnership interests, interest in any undistributed estate of' or income f'rom 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 SchBdule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe full y VALUE MARKEl' VALUE (Do not write in this space) Medicare Pa)TIllents bCl.4L\. Pennsylvania Blue Shield Pa)TIllents \2,.66 Checking Acct. #82-47-914-3 with Dauphin Deposit Bank and Trust Company ....-:- Certificate of Deposit #5687 dated June 10, 1974 with Dauphin Deposit Bank and Trust Company Savings Acct. #14-1-03818~h Dauphin Deposit (', 'I ~ <6S .ct q Bank and T rust Company ",,- ertificate of Deposit #1-02-101684 dated July ~) 0 I L.. .L.-I 1, 1970 with The Harris Savings Association Savings Acct. #1-19364~The Harris Savings 9,867,23 Q,'6fol.l.--"3 As sociation U. S. Saving s Bond - August, 1962 25.00 39.99 3,\.4 C{ u. s. Savings Bond - August, 1962 50.00 79.98 L '1.. ct. ~ u. S. Saving s Bond - Sept., 1962 100. 00 160.72 ll., 0 .l\-. U. S. Savings Bond - Sept" 1962 100.00 160,72 ll.oo.l'- U.S. . Savings Bond - August, 1962 100. 00 159.96 LS'1.. q 10 U. S. Saving s Bond - August, 1962 100.00 159.96 Lsc'l.Cc lo 2 share~ AT&T Stock ($59.00 per share) 59,00 16,579.00 lL. \ t;1 <:1.00 60 shares Warner Lambert Company Stock 28.375 7,377.50 --( \ 511 .<; 0 5 shares Atlantic Richfield Company Stock 8.437 726.55 -j?.....6 .SS 45 shares Cannon Mills Company Stock 15. 00 11,175.00 II l" 'S . o~ ) Penn Treaty Life Insurance (sickness benefit) 800.00 800 .<...>0 Colonial Penn Franklin Insurance (death benefit) 10.40 lo.40 Miscellaneous furniture located at 118 North 31st Street, Camp Hill, Cumberland County. Penna. 1,000.00 L,OLlUdJO Checking Account #82-48-042-7 with Dauphin ,- 'lS.l5 15 Ib Deposit Bank and Trust Company in the name of Mabel E. Strayer and Nellie M, Strayer in the amount of $150. 30 (See Affidavit attached) '/~ -h-4ubLL '1 ( ) '"2-4 4 tt G [nsert this total opposite "Personal Property", Schedule "B" in X X ~he "As Reported" eolwan on the last page of' tMs return. D Dauphin Deposit Bank and Trust Company MAIN OF"F"ICE: 213 MARKET STREET, HARRISBURG. PENNSYLVANIA 17105 717/255- 2121 H...._ F_re' o.posil/rtlurence Corporelion CAMP HILL OFFICE August 31, 1978 Mr. Ro bert D. Hanson 202 .Blackstone Building 112 Market street Barris blrg, Pa. 17101 res Estate of Mabel E. strayer Dear Hr. Hanson: In reply to your request of August 28, 1978, ve are pleased to report the following bUances on the above captioned account, as of the date of her death July 1~978: ~ Certificate of Deposit 156En, dated 6-10-74, $6,000.00 / ?:~t Interest 6-10-78 to 7-10-78, __ 36.36 /'}..~ '.:: If I Savings Account #14-l-038l8~- - - - - - $9,870.90 ~\ :;/1'1 Interest 7-1-78 to '7-10-78 15.09 _-I J ." , We call. your attention t'O the fact the Savings Account num l;er reported in your letter was Ma leI Strayer's Social Security number rather than the number listed above. Please let us know if we can be of further service. Very truly yours, ,.c-1~'1 .b. fY~ Harry D. Reel, Jr. Vice President HDlhvm I. Code 717 /2311-4Ml The H ~ R R. S Savings Association 205 PINE STREET - HARRISBURG. PENNSYLVANIA 17105 OFFICES DOWNTOWN. COLONIAL PARK. CAMP HILL. LEBANON. UNION DEPOSIT Mr. Robert D. Hanson 112 Market Street 202 Blackstone Building Harrisburg, PA 17101 Dear Mr. Hanson: August 29, 1978 SUBJECT:' DATE OF DEATH BALANCE FOR MABEL E. STRAYER The value of optional savings account #1-19,6'+ and certificate account 1-02-10168'+ on July 10, 1978 are as follows: Opt. 1-19,6'+ ~ 19,85'+.47 balance 12.76 e~gs 19,867.27~tal at due death Certificate 1-02-101684 ~ 18,058.8, 'balance 13.'+'+ e~8 18,072.27~al at due death Both accounts the earnings have been accruing. Very truly yours, _~~~ 401~:, Mrs. Ardeth M. Heisey Savings Counselor ~.,L~~~ '~!.1~: NATIONAL CENTRAL BANK lancater. Pennlylv.ni. 17604 17171 291-3311 Law Offices Robert D. Hanson 202 Blackstone Building 112 Market Street Harrisburg, Pennsylvania 17101 Dear Mr. Hanson: In reply to your letter of September 28, 1978 requesting information on the accounts held by Mabel E. Strayer, as of the date of her death, July 10, 1978, we have the following: Certificate of deposit number 6192011106, balance $2,000.00, accrued interest $20.44. Certificate of deposit number 6192003480, balance $3,000.00, accrued interest $83.41. . If we may be of further assistance to you, please feel free to contact us. ;Z:::Y :;;;~~ LOUISE H.KING 0 Supervisor, Time Bookkeeping October 4, 1978 Ufl</pes COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF J/lf,ir?p// ~ ss: NELLIE M. STRAYER, being duly sworn according to law, deposes and says that she was the sole owner of funds contained in a checking account with the Dauphin Deposit Bank and Trust Company in the name of Mabel E, Strayer and Nellie M. Strayer, account number 82-48-042-7. Said account was previously established for the use of both parties, but prior to Mabel E. Strayer's admittance to a nursing home in early 1978 no funds were contributed to the account by Mabel E. Strayer, nor were funds withdrawn by her. The last known deposit of Mabel E. Strayer's funds was prior to January 1, 1978 and she wrote no checks on the account for two (2) years prior to her death. The account was, for the entire year 1978 to Mabel E. Strayer's death, used solely for miscellaneous household expenses unrelated to Mabel E. Strayer's support or maintenance and solely for the benefit of Nellie M. Stra yer. All funds in the account as of the date of death of Mabel E. Strayer were contributed by Nellie M. Strayer and were her sole property. Only as an oversight was the name of Mabel E. Strayer retained on the account. <-~.v6 ~ ~ NELLIE M, STRAY; R Sworn and subscribed before me this /S#5 day of ~ e: . , 1978 h ;1/~~ ~ .7.J~ '. ... /J , NOTARY PU - Ie DIANE M. RtJIttCH. NomY Jtvblli! Harri5burg, Dauohin Co" PI. Ntt Commission ~reS July 71, 1911 RCC-3b . COMMONWEALTH OF PENNSYLVANIA TRANSI-"'ER INHERITANCE TAX SCHEDULE "C" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years or death, make any transrer or any material part or his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two yearB or death, transrer property rrom himselr to himselr and another or others (including a spouse) in joint ownership? (Answer yes or no) no (3) II' the answer to (1) or (2) above is in the arrirmative state: (a) Age or decedent at time or transrer n / a (b) State or decedent's health at time or making the trans reI'. (Note 1). (c) Cause or decedent's death. (Note 1). (4) Did deeedent, in his liretime, make any transrer or property without receiving a valuable or adequate consideration thereror which was to take errect in possBssion or enjoyment at or arter hiB death? (Answer yes or no)~______ (a) Was there any possibility that the property transferred might return to transrerer or his estate or be Bubject to his power or disposition? (AnBwer yes or no) n/a (b) What was the transreree's age at time or decedent'B death? n/a (l~) Did decedent in his l1retime make any trans reI' without receiving a valuable and adequate consideration thereror under which transreror expressly or impliedly reserves 1'01' his lire or any period which does not in ract end berore his death: (a) The possession or enjoyment or or the right to income rrom the property tranBrerred? (Answer yes or no) n/a (b) The right to designate the persons who Sh,11 possesB or enjoy the property transrerred or income thererrom? (Answer yes or no) n a (6) II' the answer to (5) (b) above is in the arrirmative, state whether the right was reserved in decedent alone or others n/a (7) Did decedent in his lifetime make a transrer, the consideration for which was tranBreree's promise to pay income to or for the benefit or care or transreror? (Answer yes or no) no (8) Did decedent, at any time, trans reI' property, the beneficial enjoyment of which was Bubject to change, because or a reserved power to alter, amend, or revoke, or which could revert to decedent under terms or transrer or by operation or law? (Answer yes or no) no (9) II' the anSwer to (8) above is in the arrirmative, was the power to alter, amend, or revoke the inter- est or the benericiary reserved in the decedent alone or the decedent and others? (Answer yes or no) n/a NOTE 1: The answers to these questions should be suPported by arridavit by the attending phYBician aB well as a copy or the death certiricate. NOTE 2: II' answer to any or the above questions is yes, set rorth below a description or the property transferred, it's rail' market value at date or death, dates or tranBrers and to whom tranBferred, with relationship or transferees to decedent, ir any. Submit copy of any trust deed or instrument, ir trans- reI's are claimed to be non-taxable, also submit detailed statement or ractB on which said claim is bas~ NoTE 3: List applicable property below in manner in which provided in Schedules A, B, or Eo ITEM DESCRIPTION MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) NONE N~ Insert this total opposite -TransrerB-, Schedule -e- in the eAs Reported- colUlll1 on the last page or this return. . . 1!LCtst JIi!! Club mtstattttnt OF MABEL E. STRAYER I, MABEL E. STRAYER, of the City of Harrisburg, County of Dauphin, and Commonwealth of Pennsylvania, do hereby declare this to be my Last Will and Testament, revoking all other wills and codicils heretofore made by me. ITEM 1: I give, devise and bequeath to NELLIE M. STRA a sister, and MILDRED A. STRAYER, a sister, to share and share alike, or the survivor, all of my right, title and interest in any real estate of which I die possessed, and all household furniture and furnishings contained therein. I further direct my Co-Executrices, or Executrix, to forthwith payoff in full any liens or encumbrances against said real estate. ITEM 2: I give and bequeath all of my personal affects and jewelry to NELLIE M. STRAYER. MILDRED A. STRAYER, and my sister, DOROTHY L. STRAYER, to share and share alike, or to the survivors or survivor. ITEM 3: I give, devise and bequeath my cemetery burial lots in the Rolling Green Cemetery to NELLIE M. STRAYER and MILDRED A. STRAYER, or to the survivor. ITEM 4: All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever situate, I give, devise and be- queath to the following individuals, according to the indicated proportions: One-Half (1/2) to NELLIE M. STRAYER, MILDRED A. STRAYER and DOROTHY L. STRA YER, to share and share alike or to the survivors or sur- vi vor . . . One-Half (1/2) to the hereinafter mentioned individuals or the sur- vi vors thereof in the proportions as indicated below: One -Tenth (1/10) to the issue of my deceased brother, LLOYD D. STRA YER. One-Tenth (1/10) to the issue of my deceased brother, LUTHER M. STRA YER. One-Tenth (1/10) to the issue of my deceased sister, BERTHA E. REDMOND. One-Tenth (1/10) to the issue of my deceased brother, HARRY C. STRA YER One-Tenth (1/10) to my 'sister, EVA G. LOUE. One-Tenth (1/10) to my brother, HERNDON R. STRAYER. One-Tenth (1/10) to my brother MERLE E. STRAYER. One-Tenth (1/10) to my nephew, CARL STRAYER. One-Tenth (1/10) to my nephew, EDWARD STRAYER. One -Tenth (1/10) to my niece, JENNIFER BILLOW. ITEM 5: I nominate and appoint NELLIE M. STRA YER and MILDRED A. STRAYER Co-Executrices, or the survivor as sole Executrix, of this Will, and direct that they or she be permitted to serve without bond and without any intervention of any court except as required by law. I authorize my Co-Executrices or Executrix to sell, encumber, mortgage, invest, distribute in kind, or retain any item of property of my estate in such manner as they or she shall deem proper, limited only by their or her own discretion. IN WITNESS WHEREOF, I have, at Harrisburg, Pe"nnsylvania, this - d. j da y of , 1972, set my hand and seal ,to this my Last Will and Testament. '~l.,,{l. t. c: .4t;P-~-lJJ-z-t.SEAL) MA BEL E. STRA YEo/ -2- Signed, sealed, published and declared by the above named MABEL E. STRAYER, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. ( "-J.~ f " '-~/.J( ;--t.tz:i~7lC-~:;t._-=--_Residence ~ ,)7(1 IV: -.4.-< <J- ,- , <--=;1~~____L..J pJJ. I /J./, /',J Residence J.llld5'-zJ~ ~ ~,~.. .&o~ .Ot.rJRtu~ ,.3- . . RCC-37 '<12"-63') OMMONWEALTH OF PENNSYYLANIA RANSFER INHERITANCE TAX ESIDENT DECEDENT SCHEDULE "D" '* BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF ate full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY e an interest, vested. contingent or other are involved, set STATE YES IN ESTATE wise. in estate) forth this fact.) OR NO BIRTH NELLIE M. STRAYER Sister Yes n/a Special bequests and Li8 North 31st Street 1/3 interest in 1/2 of Camp Hill, Pennsylvania 170ll - . the residue of the estat MILDRED A. STRAYER Sister Yes nla Special bequests and Li8 North 31st Street 1/3 interest in 1/2 of Camp Hill, Pennsylvania 17011 the residue of the estat DOROTHY L. STRAYER Sister Yes nla Special bequest and 1/3 101 Ma'y Drive interest in 1/2 of the Camo Hill. pennsvlvania 17011 residue of the estate -, EV A G. LOUE Sister Yes nla 1/10 interest in 1/2 of L284 Dayton Street . the estate residue Akron, Ohio 44310 HERNDON R. STRAYER , Brother Yes nla 1/10 intere st in 1/2 of Post Office Box 233 the estate residue Enola, Pennsvlvania 17025 MERLE E. STRAYER Brother Yes nla 1/10 interest in 1/2 of R. D. H2 the estate residue DillsburQ', pennsvlvania 1701 q . . CARL STRAYER Nephew Yes n/a 1/10 interest in 1/2 of R. D. '2 the estate residue Dillsburg, pennsvlvania 17019 EDWARD STRAYER Nephew Yes n/a ![;> .m\ehe~i r6}[1O l~ter est In 0 t e reSl ue L02 Hawk Court ~f th~L ~~trJ~ ~f~"hl!l~..;rt: Mechanicsburl!'. Penna. 17055 Que of the estate CONTINUED ON A' "TACHED SHEET e e leponent f'lJrther says that all the above-na.med beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE NAME & ADDRESS JENNIFER BILLOW R. D. #2 Dillsburg, Pennsylvania 17019 HARRIET STRAYER Box 95 - R. D. #1 East Berlin, Penna. 17316 MADELINE THOMAN R. D, HI Spring Grove, Penna. 17362 WAYNE STRAYER R. D. #2 - Box 835 Thomasville, Penna. 17364 RO BER T S. REDMOND 3820 Chestnut Street Camp Hill, Pennsylvania 17011 THOMASS. REDMOND 5386 Smary Circle Anchorage, Alaska 99504 JAMES M. STRAYER 105 Bay Drive North Indian Harbour Beach Florida 32937 CHARLES L. STRAYER 169 North Alling Road Tallmadge, Ohio 44278 THOMAS H. STRAYER 2320 Wood Park Road Akron, Ohio 44313 NANCY BANW AR T 673 Jolson Avenue Akron, Ohio 44319 PATTY GROVES 709 Norton Drive Tallmadge, Ohio 44278 WILLIAM C. STRAYER 8207 Mt. Carmel Dayton, Ohio 45424 LINDA STRAYER 702 Druid Walk-Apartment 3 Akron, Ohio 44306 SURVIVED DECE- RELATIONSHIP DENT AGE Niece Niece Niece Nephew Nephew Nephew Nephew Nephew Nephew Niece Niece Nephew Niece Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla Yes nla INTEREST 1/10 interest in 1/2 of the residue of the est. 1/3 of 1/10 interest in 1/2 of the residue of the estate 1/3 of 1/10 interest in 1/2 of the residue of the estate 1/3 of 1/10 interest in 1/2 of the residue of the estate 1/2 of 1/10 interest in 1/2 of the residue of the estate 1/2 of 1/10 interest in 1/2 of the residue of the estate 1/3 of 1/10 interest in 1/2 of the residue of the e sta te 1/3 of 1/10 interest in 1/2 of the residue of the estate 1/3 of 1/10 interest in 1/2 of the residue of the estate 1/5 of 1/10 interest in 1/2 of the residue of the estate 1/5 of 1/10 interest in 1/2 of the residue of the estate 1/5 of 1/10 interest in 1/2 of the residue of the estate 1/5 of 1/10 interest in 1/2 of the residue of the estate Will l Administration ~ No. .. " Year '......... ....... C1 8 .., = ~ !i" tll '" S' It Dl mE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MABEL E, STRAYER . ...................................................... Deceased Late of ... the. Bo r.ough" of.Camp..HilL... ....... Count}. of "CW:l:lJ>.~:d!!,J;l~....".. Comrnonwealth of Pennsylvania REPORT AND APPRAISAL ~~ '..0: '0 : ." : 00: 0'- : :~j i~: (Executor.Administrator must complete "As Reported" column II.) : '-I'" "a ::zs :o!i " {t :ei" ~ g =- :....!!l '" ::P :.... 01 "'" 0 :'<; "0 :0: ~ III :~: 1 ~ :1:1 : . jg, j : :~: . :0 : ~: :~ : :~ : !-<: tn c: s:: s:: > ::zs !wi i i -< :1:7" . . ::~t:d~ : ~.:.! -! -! ..;; ~~~~ :1-': ;-.J: .-. :1,>): :-:1: ~ ~"~:-. - :0'-: :....: ::zs~ :..0 : I ; 0'-: It... :....: :..0.1 ox...... :. :0:. :0 5- :..0: :-:1:' (D :N:1 :\11.1 c- o . . . '. . .. . ....iiO......... ~ > '" o ~~ <1:t<) ...~ 3 S' <1: c.. RCC-.38 . RRRIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ~. ~'\ COMMONWEALTH OF P1'NNSYLVANIA THANSFEH. INHERITANCE TAX I\IiSTRI'CTIOI\5: This schedule DftJS t 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, aB indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. PerBona1 property Bhould 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, Namel unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of InstrlDllent, where Real Estate. DEPARTIlENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent'B property Interest / ~25. 00 United States Savings Bond number 1949412120E dated July, 1962 in the name of \A:abel E. Strayer or Nellie M. Strayer 39.99 ./ ~2. 000 Certificate of Deposit 66192011106........... iated May 15, 1972 with National Central Bank in the name of Mabel E. Strayer or \A:~red A. Strayer ~3, 000 Certificate of Deposit 66192003480 . iated January 9, 1968 with National Cen- :ral Bank in the name of Mabel E. Strayer >r Mildred A. Strayer 3, 50"/0 2d .(:J C> 50"/0 $1,010.22 l\O\D'~<- 500/0 $1,541.70 \.,\'S'-llt~ ~eal Estate: ~ -1/2 story brick dwelling known as 6118 ~orth 31st Street, Camp Hill, Cumberland :::ounty, Pennsylvania. Being Lot No.6, Block "I", on Plan of Lots )f "Beverly Park", Camp Hill, Cumberland :::ounty, Pennsylvania, which Plan is re- :orded in the Cumberland County Recorder )f Deeds Office in Plan Book 3, Page 19. Being the same premises which BLAffi G. ~USTED and LOUISE B. HUSTED, his wife, )y their deed dated August 25, 1972, granted Lnd conveyed unto NELLIE M. STRAYER, ~ILDRED A. STRAYER and MABEL E. ;TRAYER, Sisters, and recorded in the Of- lce of the Recorder of Deeds in and for the ::ounty of Cumberland, Pennsylvania, in )eed Book "T", Volume 24, Page 1007. 3,360 33-1/3"/0 I . ~ 1t?yAb1..(J, .:.; tl,l'2..0.oc ~11 L"-' , 'Z.II~ t..ANJ,. /I.!-.!:-.. ~J ,!,I> '1 j3Jti / *1 st Boroug I $ll,120.001 assessm~nt I I . - --- -- - TOTAL (~ I io ct l . q ~ Insert this total opposite "Jointly Owned PropertY", Schedule .E. 1n the · As Reported" colwmJ on the last page of' this return. . . . I lice-at I..a) COMMONWEALTH OF PENNSYLVANIA TRANSFI!R INHERITANCE TAX RI!SIDI!HT DECEDI!NT . .. atate of. STRAYER, MABEL E. (LaU Name1-. (Pirst Name) Onitial) SUMMARY DATE OP DEATH 7/10/78 PILE NO. REPORT OP INHERITANCE TAX APPRAISER I, the undersianed duly appointed Inheritance Tax Appraiser in ancUor dre County of Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foreaoinl return at the values set forth opposite each item In the last column to the riaht ia:.lic;he4ulea "A", "B", "C", and "E", CUMBERLAND Dated: INHERITANCE TAX APPRAISER REPORT OP THE REGISTER OP WILLS I, the underaitpled duly elected Reaister of Wills in and for CTTMBF.R T.A ND County, pennsylvania, do respect- fully report that I have allowed deductions in the amount>> claimed by deponent, except as to tbose items where a areater or leuer amount Is set forth in the last column to the ri'a1tt1a'Scbedule "P", which greater or leuer amouut represents the sum allowed as a deduction, ,., , . Dated: REGISTER OF WILLS INYENTORY Real property (Schedule A) Personal Property (Schedule B) TraDsfers (Scbell.le C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Leu Debts and Deductions (SCHEDULE F) CLEAR VALUE,QF ESTATE VALUE AS APPRAISED VALUE 'AS REAPPRAISED $ $ E .t=. . " .' Valuation of Ufe estates or annuities . . . . . . . . . . . . . . .. . . . . $ Eo. ESTATE TAX ASSESSMENTS $ , ~t '.~.~ . POR USE OP REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ E1emptions Total Estate ',.. "'..,.J~ COMPUTATION OP TAX , 2% 6% 5% 10% 15% . $ $ $ $ ) (.) As 'evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. , TOTAL TAX Leu tax previously paid BALANCE Leu 5% of tax if paid within 3 months after death $ $ $ BALANCE OP INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OP ESTATE TAX ASSESSED $ Estate tax paid $ BALANCE DUE Add iatereu at rate of 6% from to t= L E $ TOTAL TAX BALANCE $ PAID $ POR USE OP REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computatioD'of tax by the Register of Wills, for, proper reason, same should be noted below, with short explanation. :~~inistration ~ No. .......... ....,.... Year ............ IN THE MATTER OF THE APPRAISEMENT "~ ' . ., OF THE ESTATE OF MABEL E. STRAYER Deceased ". Ii Late of ..th~.:aQ+.9~gA.9.f..C.~;rIl:p...tU~L.... County of ...:."..G~1>.~;J:l.~I1:cl' ...........:......... 'Commonwealth of Pennsylvania REPORT AND APPRAISAL i '. ;j . REv-ste (e-7e) COMMONWEAL TH 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 Nellie M. Strayer 118 N. 31st Stre~t Camp Bill. P.A (Executor or Administrator) In Re: Estate of M.qhpl E. !;t:TR JP-T Cumberland County - Fi Ie No. 21,..78-0420 Dear You are hereby notified that the Original appraisement in the estate of Mabel E. Strayer has been fj led in the office of the Register of Wi lis of 'CumhPTl "nn County on 26 January , 19..12..., Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 77.244.90 None 13.691. 92 $90,,9~.82 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date 26 Januarv 79 Signed "-.-Q..-o F ~ ~ Title .AdmiDbtrati':e Offiear ,/---------- '.. -, Note: This is not a bill. RC C-2 (2-641 DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ~ , DATE 26 January 79 COUNTY Cumberland nLE NO. 21 711 0/120 Whereas, M",h.,1 R Rt"T"'YPT late of BorOU2h of Camp Hill in the County of Cumberland Commonwealth of Pennsylvania, having died on the 10t"h day of .1111 Y 19~8., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, 19Q 1:;',,1 g4n4 tI . 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. Unil Appnlsement Description of Allet Value. Made for I "herltanee Tax Purpose. Real Pronertv $ None Personal Pronertv 77 ?!..!.. )0 - , -FPT<: None .ln4nt-1v Up1tl 13.691 92 Total Assets $90,93.Q. ,.,82_ Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this Uit"h day of Jall'la:r:y 19..2.9..-. ~.e..., ~ ~ --Q:\ Approloer Harrisburg (IIIImbor and Strftl) cPoet mool , Penna. ~ 1-- '? t- t/--~ 0 ~~--.5L County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of [\r\. ~ E. ~'-6 Dece~ Late of f' ',:0 n ~~l~ l.-lO-li lO Page, /'1 J' : '- No. ~. /.rf! Filed in Register's Office, \ - 2 Co 19J.i Date of Death, Appraisement Docket Voi., Amount of tar dlle, $ DEPARTMENT OF REVENUE .. Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal jl'om Appraisement, Entered and charged,