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Home My WebLink About01-04-79 i Inventory of the real and personal estate of NAOMI S. THOMAS deceased. II Land and Building, R. D. #2 Gardners, Dickinson Township, Cumberland County, recorded Cumberland County Deed Book G; Vol. 11; Page 236---------------------------------------------______ 5,800 00 Furniture, household items, etc.-----------------------------------_ 654.00 u.S. Series E. Bonds; Held jointly by Naomi Thomas or Ethel Darr (daughter) Oct. 1942 C21241803E $100 -------------------__________ Jan. 1943 C21956728E $100 --------------------_________ Sept. 1943 C434509946E $100 ---------------------________ Sept. 1943 C434509947E $100 -------------------__________ April 1944 Q400365059E 25 -------------------__________ April 1944 L84212643 50 -------------------__________ Nov. 1944 Q520428500E 25 -----------------____________ July 1949 Q878649724E 25 ---------------------________ Aug. 1949 Q889606479E 25 ---------------------________ Sept. 1949 Q889606478E 25 -----------------____________ ~~;~hli~~l ~i~i~~~~~~~ l~g =============================1 ~:~c~9~i51 g~~~~~~~~~i ~~~ =============================1 Sept. 1951 C168579655E 100 -----------------____________1 Sept. 1951 C168579656E 100 -------------________________1 ~~~~.1~~~1 gi~~~I~~~~i i~~ =============================1 May 1952 C175495269E 100 -------------________________ May 1952 C175495268E 100 ---------------______________ Nov. 1952 M30044817E 1,000 -------------________________ Dec. 1952 C200155529E 100 -----------__________________ June 1953 C206096767E 100 ---------------______________ June 1953 C206096768E 100 -------------________________ June 1953 C206096769E 100 -------------________________ Dec. 1953 C213586197E 100 ---------------______________ Dec. 1953 C213586199E 100 -------------________________ Dec. 1953 C213588200E 100 ------------_________________ Aug. 1954 C221234221E 100 ----------___________________ Aug. 1954 C221234222E 100 ------------_________________ March 1955 D31839826E 500 -------------________________ April 1955 C221234318E 100 ----------___________________ April 1955 C221234319E 100 ----------___________________ Dec. 1955 M33788213E 1,000 -----------__________________ May 1956 D31839857E 500 ---------------______________ May 1957 D34571360E 500 ------------_________________ Jan. 1958 M75276494E 1,000 --------------_______________ April 1960 D77709137E 500 --------------_______________ April 1961 M82811498E 1,000 ----------___________________ March 1951 c161892018E 100 ----------------------------- First Federal Savings and Loan Association Savings Acct. # 7-5-20015; Naomi Thomas or Phyllis Thomas Established November 4, 1977--------------------------------___ Cumberland Valley Savings and Loan Association Acct. #136574; Naomi Thomas or Phyllis Thomas (daughter) Established April 16, 1959-----------------------------------_ Cumberland County National Bank, N.A. Acct. # 076-040504-3; Naomi Thomas or Phyllis Thomas (daughter) Established May 26, 1969---------------------------------_____ Acct. # 071-004645-9; Naomi Thomas or Phyllis Thomas (daughter) Established May 21, 1965-------------------------------_______ Dauphin Deposit Bank and Trust Co. C.D. #06-03-724065; Naomi Thomas or Ethel Thomas (daughter) Established April 1, 1976---------------------------------____ 287.40 291.28 286.48 286 48 68.39 136.78 67.24 60 99 60199 60.99 59.21 230 92 230 92 224 20 226 96 226.96 226 96 223 04 222 16 222116 2,183 60 218 92 215~16 215.16 215 16 211 60 211 60 211 60 202 04 202 04 993 80 200 80 200 80 1,981 20 986 40 958 80 1,912 40 887 80 1,689 20 230 92 526 51 13,049 29 686 66 3,589 67 7,627 94 L_ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'l J 55: being duly --- according to law, deposes and says that he of the Estate of late of -------- -- -- - -- ----~-------- - -- _~_, Cumberland County, Pa., deceased and that the within is an inventory made by _, the said of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. and subscribed before me, 19 Executor. Administrator Address Date of Death Day Month Y8lIr INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. /\-j ,,- >- -0 , CD , ... W III n ~ c::: ... III W < CD 0... ... U CD , 0 0 VI CD 01 ~ '-'.' w c::: w 0 III CD' ',>-, l- I 0... 0... C ... ...J LL III .. Z < 0 0... "- 0 I LL ...J :l: w < w "-... :1 > 0 c::: >. < z .... "Y" Z 0 c \ \ II 0 ;;, ci II VI Z 0 c::: U z II w < ~ 0... -0 c , III - " I '+- -;: I 0 CD ..0 -0 ~ CD E 0 .... CD III ;;, 0 I ...J U i.i: I:D 11 . . Inventory of the real and personal estate of NAOMI S. THOMAS deceased. u. S. Series E Bonds; Naomi Thomas or Phyllis Thomas (daughter) Oct. 1942 C212 417 77E $100 ------------------------------ 143 70 Nov. 1944 c884 731 96E 100 ------------------------------ 134 48 July 1949 Q878 649 723E 25 ------------------------------ 30 50 A'~'6. 1:: I.l :: Q889 6c:- L:.73E :::.. ':,' - -..-.... .-- - - .....- ---- - ,_. .-. -_.- ---- -- ----- 30 50 / '/ Sept. 1949 Q889 606 497E 25 ------------------------------ 30 50 Oct. 1949 Q903 142 047E 25 ------------------------------ 29 61 March 1951 c161 892 617E 100 ------------------------------- 115 46 1\fT........,...,,...,1,..., , ,".., ri r1 -, t:"'"-, 0"",.., r:." -, r:T:"1 .,""" ------------------------------ 115 46 Pla...L" \_':'1 ..L;J '-' ..L v.LU.L U';)C- U.LUW .LUU lVlarcn 1951 c161 892 615E 100 ------------------------------. 115 46 May 1951 C165 284 536E 100 ------------------------------ 112 10 May 1951 c165 284 537E 100 -------~---------------------- 112 10 May 1951 c165 284 538E 100 ------------------------------ 112~10 May 1951 C165 284 539E Ie) ------------------------------ 112 10 Sept. 1951 c168 579 658E 100 ------------------------------ 113148 Sept. 1951 :::;168 579 6r::f""'\"7 leo ------------------------------ 113~48 //-' Sept. 1951 c168 579 660E 100 ------------------------------ 113 48 Jan. 1952 c169 813 325E 100 ------------------------------ 111~52 Jan. 1952 c169 813 328E 100 ==============================1 111 52 Jan. 1952 c169 813 329E 100 , 111 52 May 1952 8175 495 271E 100 ==============================1 111 08 May 1952 C175 495 272E 100 111 08 May 1952 C175 495 275E 100 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~I 111 08 May 1952 C175 495 273E 100 111 08 May 1952 C175 495 274E 100 111 08 May 1952 C175 495 276E 100 111 08 Dec. 1952 C200 155 528E 100 ------------------------------ 109 46 Dec. 1952 C200 155 534E 100 ------------------------------ 109 r6 June 1953 c206 096 766E 100 ------------------------------ 107 58 June 1953 c206 096 765E 100 ------------------------------ 107 58 June 1953 c206 096 764E 100 ------------------------------ 107~58 Dec. 1953 c208 368 283E 100 ------------------------------ 105 80 Dec. 1953 c208 368 284E 100 ------------------------------ 105 80 Dec. 1953 c208 368 285E 100 ------------------------------ 105 80 Dec. 1953 C213 586 196E 100 ------------------------------ 105 80 March 1954 D311 036 32E 500 ------------------------------ 513 60 Aug. 1954 C221 234 224E 100 ------------------------------ 101 02 Aug. 1954 C221 234 023E 100 ----.-------------------------- 101 02 March 1955 D318 398 25E 500 ------------------------------- 496 90 Apj:-il 1955 C221 234 320E 100 ------------------------------- 100 40 April 1955 C226 424 701E 100 ----.-------------------------- 100 40 Dec. 1955 C232 857 221E 100 ------------------------------ 99 06 De r:. 1955 M337 882 12E 1,000 ------------------------------ 990 60 May 1956 D318 398 58E 500 - -- ~.. -- --, - -- - -- - - - - - - -- - - - - - --- 493 20 Ma~7 1957 D345 713 61E 500 ------------------------------- 479 40 Jan. 1958 M752 764 95E 1,000 ------------------------------ 956 20 Jan. 1958 M752 764 97E 1,000 ----.-------------------------- 956 20 Jan. 1958 M752 764 96E 1,000 ------------------------------ 956 20 ApT'il 1960 D777 091 36E 500 ------------------------------ 443 90 Ap:::'il 1961 M828 114 99E 1,000 ------------------------------ 844 60 Ma:r>:::h 1962 M828 979 27E 1,000 -------.----------------------- 821 80 July 1963 M841 550 027E 1,000 ------------------------------ 768 00 July 1964 M860 520 79E 1,000 ------------------------------ 736 80 TOTAL------- 73,223 29 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: ETHEL T. DARR and PHYLLIS THOMAS being duly sworn according to law, depose6- and says thatt hey ar@ Executrices _ of the Estate of Naomi S. Thomas late of Di~k::iJl9Qn. TQY:lD13hip._...__...__.. , Cumberland County, Pa., deceased and that the within is an inventory made by Ethel T. Darr and' Phy J-li::; Thomas, the said Executirces of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite eac item f the Inventory r resent it's fair value as of the date of decedent's death. ); sworn and subscribed before me, THOMAS '? ~ 19 71 <),~ ETHEL R.D.#2 " ,:,:.,'::I PJ8l.1C , C1: 'L~il,~:'IJ co u r:TY ,,:, ",';,;;,;,";::::.1,', s,:,';nES QCr. 3, 1980 I Gardners, PA 17324 Address Date of Death 24 Day September Month 1978 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. .rl ..c: ,. UJ " >- >::: " z ;3: Gl H r- w '" ~ e::: r- 0 III :s w -c( E-t Q) rx:: Q., r- u Gl .H 0 Q) 0 V) (f) >::: c C't >- I w e::: w III ~ .~ ~ J: Q., ~ 0 Q. r- -I LL ;S UJ .. Z III 0 II LL -I -c( 0 01 >::: Q., :s: z w 0 -c( w ~I .rl >. -c( H e::: II > Z E-t ~ +- :s Z 0 r:: rx:: II c ::I 0 II V) z 0 H e::: -c( U) t:=:\ U ..... ~ Z w .-!.. Q., HI " /' Z r:: .:- ;Sl III H II ... -;: ~ 01 0 Q) ~I ...0 Zl Q) E " ~ H +- Gl 0 Ii I III ::I 0 -I U u: a2 11 Forno RC C .10. DEDUCTIONS ALLOWED IN OFFICE OF TME REGISTER OF WILLS 21-78-573 STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ ...:/ I : ....__.~ ~-<. L- l & / {( OF Cumberland COUNTY AND AGENT OF THE COMMONWEALTH ESTATE OF NelOmi S. Thomas L.ATE OF Dickinson Township DATE OF FILING APPRAISEMENT '"l1.1OVJ ;( q- f q 1 'j DATi 01" DEATH Sp.ptember 24, lq78 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHE" 1 n /? 7R r.~Y'li~lp H()~nital hospital bill 24~ 00 1n/1h 78 ReQ"ister of Wills 1 ett ers testamentary 28 00 11/;:>4 78 .T w Gib son Funeral Home funeral bill 2.~00 00 1/4 7q Cumberland Law Journal advertising 18 00 1/4 7q The Evening Sentinel advertising 18 r:;n 1/ L~ 7q Register of Wills inventory and appraisement 6 00 Register of Wills debts & deductions 3 00 Register of Wills filing account 35 00 Recorder of Deeds filing releases 14 00 Rr.rrpY' K T Y'l^Ti n notarv fees 21 00 TY'l^Ti n 1rwin & Irwin attorney fee 3.661 16 Fi-. h p 1 'T' Dell' Y' executrix fee 1.830 58 Phvl1is Thomas executrix fee 1,830 58 Phyllis Thomas family exemption 2,000 00 - 12 010 82 COMMONWEAL.TH OF PENNSYLVANIA COUNTY OF Cumberland ~ We. PHYLLIS THOMAS, }SS: ETHEL T. DARR DAY Of" HItRIESV CERTlI"Y. THAT. TO THE aUT 01" SrATEMIENT OF DESTS, I"UNERAL EXPENSES AND IEXPENSU 01" THOMAS ?, ) M ~10. AS DEDU~~ON. FOR ~ff /; u~1~/ (I.. a.) ETHEL T. ~:f!/ix:; LIS THOMAS MY KNOWL.EDGE AND SELIEP', THE P'OREGOING 'S A JUST AND TRU IE ADMINISTRATION SUBMITTED TO THE EIITATE OP' NAOMI S. INHERITANCE TAX PURPOSES. .) P- ,"i\ " CC:.L'ilY :,.fi~' CC:-,',,;; ':;:~;~;;i C' I;:;~~.-; G:L 3, J,980 II " ..... ..,# . RCC-33 (-"'-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS '* 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 exteflllion is granted by the Secretary of Re'ienue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Dickinson Township } AFFIDAVIT OF EXECUTOBc r ice s ADMINISTRA TOR IN THE MATTER OF THE ESTATE OF NAOMI S. THOMAS (STATE FULL NAME OF DECEDENT) loa te of County State of Pennsylvania Cumberland } .., Execu~C es County of AdtnUH~a100PCX ETHEL T. DARR and PHYLLIS THOMAS of the estote of the obove.nomed decedent being duly sworn, depose and .ay Decedent died September 24 , 19-1LJ testate leaving a last will, copy of which is hereto attachd. } (YEARl ~~..,. (MONTH) Name and address 01 attorney or } other authorl:ted representative to whom all corres~ondence should be mailed. (DAYI ROGER B. IRWIN 44 South Hanover St.. Carlisle. PA l70lj That as such Execu tric es deponent is familiar with the affairs of said estate and the prop~rty constituting ( E)( E CU TO R- AX>OCij(iX~Xoo:iX 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 j~intly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or ileputy, with the exception of the following: - DAUPHIN DEPOSIT BANK & T 2 West High Street Carlisle, PA 170J3 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF That the contents of said safe deposit box or boxes are itemized under Schedules B &E of thi:~ return, wi th the exception' of the following, for the reasons hereinafter set forth: That Schec/u/e A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schec/u/e B attached hereto and made part hereof sets forth fully and in detail all personal.li>roperty 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 ins titutions, whether individually, or in trus t 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 bond$, 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, catriages, automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments ill 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 di'lidends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of deccedent's death and other investment securities owned by the decedent at the time of death, with the market value there- of at such time. In the case of securities of close or family 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 9,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 case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. TherA 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, orjointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary'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 ami 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. That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein, have been .a,,1ed <o,.a,d and p,ope,1y ,e.1,'o,od in the summa,yy c:;t7~~m v: ~~ . . if' LLIS THOMAS Subscnbed and sworn to before me thIS ................................. c.;' --/ f!;);; . mmmm/) / day of ~""l. ....m 192:<.... E;~~iGf~f?.:::0~.2 ..................... ,..j; ~ ~ Ci~ . ..... ........ .uu...R.......D...u...H2........................................................................_............. i'l: ;~." ,! . "[ii PI,BLi" (Street Number) Ci,,':USLf cc:(o,~r;H CUMllc,;LAND COUNIY M'i COMMIS~IQlt f.XPIRES OCT. 3, 1980 ..u.G.ardner.s.,......p.A.....l.7.32.4......... .................................. (City or Town and State) NOTE: Berore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are rilled in with details or the word "None", and in case the assets include rare and unlisted securities, securities or ~lose 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 "Sunnnary" has been properly completed as above-directed. I' ~ ... . ~ l RC C-34 (4-73> COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY * Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant in common with another or 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 Scheduile "E.") The real property located In the Commol\wealth of Pennsylvania should be described by lot and block number, street and street number, together wi th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of 0- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, occrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. (1) (2) (3) DEPARTMENT VALUATION CAUTION (Do not write In th Is space) ASSESSED VALUE FOR YEAR OF ESTIMATED DECEOENT~ MARKET VALUE DEA TH Land and Building R. D. #2 Gardners, Dickinson Township, Cumberland County, Pennsylvania Recorded Cumberland County Deed Book "G", Vol. 11, Page 236. (assessment $3,95~0 X 4) ,r' 15,800.0cf' lS <g DD. DO I TOTAL 15,800.00 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. \5 ~OO. DO I I' " , . 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 wi th accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundlstributed 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe full y VALUE MARKEl' VALUE (Do not write in this space) 1. Furniture, household items, etc. 654.00/ lD.s~. 00 2. U.S.E. Bond, Naomi Thomas or Ethel T. Dar r , Oct. 1942 C212 418 03E 100 287.40. d,-&1. ~ 0 Jan. 1943 C219 567 28E 100 291. 28 d.~(. cl' Sept. 1943 C434 509 946E 100 286.48 ~~ l#. "'lea Sept. 1943 c434 509 947E 100 286.48 ~'l.. *'1 April 1944 Q400 365 059E 25 68.39 C. r . aq April 1944 L842 126 43E 50 136.78 \ ~~." Nov. 1944 Q520 428 500E 25 67.24 ~1..* July 1949 Q878 649 724E 25 60.99 1..0. 'I ~ Aug. 1949 Q889 606 479E 25 60.99 l.O.q Sept. 1949 Q889 606 498E 25 60.99 ~O.q Oct. 1949 Q903 142 048E 25 59.21 .s~ .~ ( March 1951 c161 892 620E 100 2 30 . 92, ~ !~. Q.~ March 1951 c161 892 619E 100 230.92 ~ 'aO. q;t March 1951 c161 892 618E 100 230.92 ~aD.~~ May 1951 c165 284 535E 100 224.20 ad. '1.~O Sept. 1951 c168 579 655E 100 226.96 ~~~ ~ (, Sept. 1951 c168 579 656E 100 226.96 d-.'a ~. ~ (. Sept. 1951 c168 579 657E 100 226.96 ~~'-.ct" Jan. 1952 C169 813 327E 100 223.04 ~.. 0'1' May 1952 C175 495 269E 100 222.16 ~~. ll. May 1952 C175 495 268E 100 222.16 ~~~, II., Nov. 1952 M300 448 17E ,000 2,183.60 ~l tia. "'0 Dec. 1952 C200 155 529E 100 218.92 ~ Vl . '\~ June 1953 c206 096 767E 100 215.16 d-.\5.1(P June 1953 c206 096 768E 100 215.16 ~\6.11, June 1953 c206 096 769E 100 215.161 ~ \5.1'- Dec. 1953 C213 586 197E 100 211. 60 ..:l \ ). lb () Dec. 1953 C213 586 199E 100 211.60 02 \ \. \.p b Dec. 1953 C213 588 200E 100 211.60 a\\. ~D Aug. 1954 C221 234 221E 100 202.04 _O~. 0 '(- Aug. 1954 C221 234 222E 100 202.04 ~O~. O'i March 1955 D318 398 26E 500 993.80 q,\'C. iO April 1955 C221 234 318E 100 200.80 :l..DD. iD April 1955 C221 234 319E 100 200.80 ;).00. go Dec. 1955 M337 882 13E ....,000 1,981.20 '\<\i\.~D May 1956 D318 398 57E 500 986.40 q~(". ~D May 1957 D345 713 60E 500 958.80 q~.~O I Jan. 1958 M752 764 94E 1,000 1,912.40 llC1\~.LH~ April 1960 D777 091 37E 500 887.80 ~~7. -?O April 1961 M828 114 98E 1,000 1,689.20 I LP~q. (;)0 I TOTAL 18,483.51 Insert this total opposite "Personal Property", Schedule "B" in X X '8) ~~.3..51 the "As Reported" column on the last page of this return. I ~ -.. l' Rcc-36 COMMO;';WEALTH OF PENNSYLVANIA TRANS}~R INHERITANCE TAX SCHEDULE "c" TRANSFETlS RESIDE~T DECEDENT (1) Did decedent, within two years of death, make any transfer of any material part o.t'..his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) NU (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) YES (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer 87 (b) State of decedent's heal th at time of making the transfer. (Note 1). poor (c) Cause of decedent's death. (Note 1).Rg~~~!;ftory failure due to carcinoma of (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)-11.Q.._ (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) N/A (b) What was the transferee's age at time of decedent I s death? N / A (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 enj~~ent 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 or enjoy the propert~ transferred or income therefrom? (Answer yes or no) NO (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others N / A (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 benef'icial enjoyment of which was subject to change, because of a reserveo power to alter, amend, or revoke, or which could revert to decedent under terms of' transf'er or by operation of law? (Answer yes or no) NO (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NI A 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 transf'erred, 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. First Federal Savings and Loan Association Savings Account #7-5-200015 Joint Account, Naomi Thomas or Phyllis Thomas (daughter) Joint Account established November 4,1977 526.51 .s ~~.S I /' TOTAL 526.51 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. 5" ~~. S \ I' ., 11 SaVing:::: f( LOtH! A<;soC!;!tlur of Harrisburg OCT 1 2 REC'D October 11,1978 Law Offices IRWIN, IRWIN ~ IRWIN 44 South Hanover Street CarJisle, Pennsylvania 17013 RE: The Estate of Naomi S. Thomas Account No. 7-5-200015 Denr Mr. Irwin: Below is the information you requested in your letter of October 6~ concerning the decedent's account. JOINT ACCOUNT - Naomi Thomas or Phyllis Thomas JOINT ACCOUNT ESTABLISHED - November 4, 1977 BALANCE OF ACCOUNT ON DATE OF DE/.TH (Sertember 24, 1978) - 5519.43 ACCRUED BUT UNCREDITED INTEREST ON DATE OF DEATH - - 7.08 TOTAL AVAILABLE FUNDS ON DATE OF DEATH - - - - $526.51' If there is any other information you may need concerning the above account, please call me at 232-6661. Sincerely, , , // J James R. H~ff~~~ Savin~s Counselor 234 NOHTH SECOND SlHEET . POBOX 1111 . H;\HHiSBUHc; PA 17108 . (717) 232-6661 mll~m II RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" 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 aye an interest, vested, contingent or other- are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH PHYLLIS THOMAS DAUGHTER YES $l,OOO.ga and 1/2 res~e R.' D. #2 Gardners, PA I I ETHEL T. DARR DAUGHTER YES 1/2 residue R. D. #2 I o___.________ Gardners, PA I I I I --,-> -~. -~-- ______-1____ __L___ ------ -- I ' i I f- I I I I I I I - - r --i I .------~-,--~--"...__.-.-.-.-"-_.J.-.-.-,-~._.____.________._ , I I I I ~ I ! i i I I I I I I -----+---------- I I -L I I I ~ I i -----f I + i I L- I -I - -----.,--. -~-_..-.. - +-.. .-_. ",,_.,- - -_.. -- -.--- - --_._---------------~._------~-_..~-.._...> ,-.'-.._.,-. _.~._,.,._"---~. ----" . .~.,- Deponent further says that all the above-named beneficiaries are living at this time except below: --- NAME DATE OF DEATH RESIDENCE -- I -- .... --:- ..8cnT""'l ~<'II: ~: = '2 Q) E .-..... ::s EQ)- "Oa.8 ~ g: 8ual 'E5~t: u ;::s 0 ~ E ~ ~ ~ Real Property Personal Property Transfers ........ 19tpt~~~1~p~QP~~ty. Gross Taxable Estate . ( 1) SUMMARY (As Reported) ......(Sch. "A") $.)..5.,..$.9.9 ~.oO . .........(Sch. "B") $...)..~.~.~.~.3..5:t,. ................... ............. (Sch. "C") $.. ..........5.2..E).~.5.1. ' (Sch."E") 38413.27 ..................... l.......~......... ........... $................... $....73.,.2.2.3....29. . (2) (As Determined) $. $ $. $ $ $ ... <I:l Cl) (Yl>- t:-- Lf'\ I 00 t:-- I rl (\Jci Z -......-.. 00' t:--. 0'\ rl, w :z: ... ~ = o :c tIl .b Vl :5 _ E .~ 'Cl ~~ f- Z ~ .... ~ ~ (f'J ..... ~ rx: ~ ~ ~ ~ ::c: r-< ~ o rx: ~ r-< r-< ~ - ~ "0 Q) VI .<"J Q) U 'Q) o (f) .0:; ~ 0: ::r::: 8 ~ o w :z: ~ ... r-< lI. ~ o r-< (f'J ~ (f) H ~ o .0:; Z il< H' ::r:: (f) Z ;:s: O' 8: Z o (f) Z. H ~ o H Q ...... o (l) .... <':: ....:i Q Z .0:; H 0::: III 0:1 ~ :::>. o <I:l 'S <I:l ~ :.>. VI ;: a:; ~ ...... o .c. ;: 15 u ...... o ..c:: .::: <':: (l) ;, ... = o E E o U ...:l ~ en - -< c:r= i:l.. i:l.. -< Q Z < r- ell: o i:l.. ~ c:r= Z H ::s 0::: H o<jW ?, za; H !:: ::s H 0:::0 H-P -P ".0:; Z H ::s 0::: H [I ~ COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (4-69) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: 02-/- '71"- os'l.J Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION c('a~ T<p,n]: ',T ,; .".....\." ADDRESS ::-31 ';rE ~";' :;tre.3't 'rc:v CunLer]rl.nr1 T'l~ 170'{0 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT Ravin"'''s .~.cct. Jfen ,\I,1,(."J;5 0 NAMES ON ACCOUNT OR INVESTMENT ::aoui S. ':.'ho!1'-as with T'hYIUs V. Thomas DECEASED JOINT DEPOSITOR, ),1 6.~~ TRUSTEE OR INVESTOR .lfl, "- ADDRESS AND COUNTY .~ . r::'h()~1~S R. D. iJ2 Gardners :ra 1 T3:=1~ County .. CUJllberlaw': DA TE OF DEA TH Sept~!:-',ber 24 1'97-". SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR 1=>1-.;'t1113 V, 'l'h(mas ADDRESS UnY.nov:rn RELATIONSHIP TO DECEDENT Ur.:!H;lVn dLlLU-ftkh-.JL/ DATE DEPOSIT OR INVESTMENT WAS EST ABLlSHED ~!a.rch 12 1?71 BALANCE, INCLUDING INTEREST7 . fir. '-'1- DUE, AT DATE OF DEATH $ .J. ",'..-.L 'R. S. Str:>-n1)1:!'11<f;ffijl"jtf:L_;;Z> Signature )' ~'Ie ""0'" t;- ~,~ ,,.. .' -).- ;:'){.. j... \ 1..C.... ~ ;oo1"'U:-n.t.oY' TITLE' :\pril JIj lOF ! r R C C-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX . INSTRUCTIONS: This schenule must disclose all property, real and personal, owned by the decedent jointly wi th another or others, including intangibles, standing in the name of' the decedent and others. List real estate f'irst, as entireties, or joint tenants, giving brief' nescription, as indicated lmder Schedule "A", plus the date and place of' record of' instrument ef'fecting 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 "B", plus date of acquisi tion, and the name, address and relationship (if any) of' co-owners to the necedent. Description of' Property, Date of Acquisition, Name Address and Relationship of' Co-Owners, and Place of' Record of Instrument, where Real Estate. unit percen tage Estate DEPART~mNT VALUATION Value Share Valuation CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Inter'est 50 13,049.29 \'!D4q.~, I Cumberland Valley Savings & Loan Assoc Acct. #136574 Joint Account Established April 16~1958 Naomi Thomas or Phyllis Thoms (daughter) CCNE Bank, N.A. Joint Acct. #076-040504-3 ~~l.. \D~ Established May 26, 1969 50 686. 66 l,-" Joint Acct. #071-004645-9 .3 51'1. L. 1 Established May 21, 1965 50 3,589.67 , Naomi Thomas or Phyllis Thomas (daughter) Dauphin Deposit Bank and Trust Co. C.D. #06-03-724065 / 7) l,.l'. 91f Established April 1, 1976 50 7,627.94 Naomi Thomas or Ethel Thomas (daughter) U.S. Series E Bonds Naomi Thoms or Phyllis Thomas (daughter) 50 Oct. 1942 C212 417 77E 100 143.70' \Uc 0.10 Nov. 1944 c884 731 96E 100 134.48 \ =1.1.4'8 July 1949 Q878 649 723E 25 30 . 5CJ 3b.SO Aug. 1949 Q889 606 478E 25 30.50 St>.50 Sept. 1949 Q889 606 497E 25 30.50 &.5"0 Oct. 1949 Q903 142 047E 25 29.61 .;).C\. LJ>> l lVarch 1951 c161 892 617E 100 115.46 , , ~. *to March 1951 c161 892 616E 100 115.46 I\~. *" March 1951 c161 892 6l5E 100 115.46 (,~.~I.- May 1951 c165 284 536E 100 112.10' \ \~. \ 0 May 1951 C165 284 537E 100 112.10 \ \~. \ l) May 1951 C165 284 538E 100 112.10 \ \~. \ 0 May 1951 c165 284 539E 100 112.10 \ \~. \ D Sept. 1951 c168 579 658E 100 113.48 \\o.~'6 Sept. 1951 c168 579 659E 100 113.48 U'O.l..\i Sept. 1951 C168 579 660E 100 113.48 \\~. 4~ Jan. 1952 c169 813 325E 100 111.52 \\ \. 6~ Jan. 1952 c169 813 328E 100 111.52 \\1.6cl Jan. 1952 C169 813 329E 100 111.52 May 1952 C175 495 271E 100 111.08 lIt. &.). \\\. cca May 1952 C175 495 272E 100 111.08 Ht 08 May 1952 C175 495 275E 100 111. 08' 1\1. 02 May 1952 C175 495 273E 100 111.08 1\ \. Oi May 1952 C175 495 274E 100 111.08 \\1. oi May 1952 C175 495 276E 100 111.08 \II. 0 i Dec. 1952 C200 155 528E 100 109.46 Dec. 1952 C200 155 534E 100 109.46 I~q.~", Jill1e 1953 c206 096 766E 100 107.58 \O~. It!, Jill1e 1953 C206 096 765E 100 107.58 l01.5' Jill1e 1953 c206 096 764E 100 107.58 \O,.~ Dec. 1953 c208 368 283E 100 105.80 \t)'"). S! Dec. 1953 C208 368 284E 100 105.80 \ps'. ~ Insert this total opposite "Jointly Owned Property", Schedule "E" CONTINU ~B l1 ,...,..1!J,J in the" As Reported" colurrm on the last page of this return. ~\3.~ II RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule mus t disclose all property, real and personal, ownerl by the rlecerlent jointly wi th another or others, inclurling intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated lmder 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 "B", plus date of acquisition, and the name, address and relationship (if any) of co~owners to the decedent. Description of Property, Date of Acquisition, Name Unit percentage Estate DEPART1!ENT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation . CAUTION-Do not Write of Record of Instrument, where Real Estate. In '1'his Space. ^" Value of Value of ^" ^" ,(' Entire Deceden t' s Property Interest Serie E Bonds ( CONTINUED ) 50 Dec. 1953 c208 368 285E 100 105.80' \ OS. to Dec. 1953 C213 586 196E I 100 105.80 loS.tD March 1954 D311 036 32E 500 513.60 513.WO Aug. 1954 C221 234 224E 100 101.02 \ 01. Oa. Aug. 1954 C221 234 023E 100 101.02 lOl.O- March 1955 D318 398 25E 500 496.90 ~q~. <\0 April 1955 C221 234 320E 100 100.40 April 1955 C226 424 701E 100 100.40 \ DO.'+O Dec. 1955 C232 857 221E 100 99.06 IOO.'tO Dec. 1955 M337 882 12E ,000 990.60 ~.OlP May 1956 D318 398 58E 500 493.20 qqO.t"O May 1957 D345 713 61E 500 479.40 ~q!.~O Jan. 1958 M752 764 95E 1,000 956.20 't1Cf.*O Jan. 1958 M752 764 97E 1,000 956.20 q ~(,. ;)0 Jan. 1958 M752 764 96E 1,000 956.20 qS'(,. doO April 1960 D777 091 36E 500 443.90 '\stP. ~D April 1961 M828 114 99E -,-,000 844.60 't~o. ~b March 1962 M828 979 27E ;1.,000 821.80 1 'f~.l"D July 1963 M841 550 027E ~,OOO 768.00 ~_I.'O July 1964 M860 520 79E 1,000 736.80 ' ltDi.OO 13~.~ \ \< - I '-" TOTAL 38,413.27 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. I' t CUMBERlAND ~LLEY WI~ AND LCV1N ASs()cI~TI(J)N 16 West High Street, Carlisle, Pennsylvania 17013 249-2525 UCI 1 :., "~"j October 12 1978 Law Ot f ices Irwin, Irwin 8. Irwin 44 S. Hanover St. Carlisle, PA 17013 RE: Estate of Naomi S. Thomas Date of Death--September 24, 1978 Optional Savings #136574 Dea r Mr. lrwi n : The above reference savings number was asioint account with the names as follows: Naomi S. Thomas or Phyllis V. Thomas --Established April 16. 1959 Please find listed below the balance and accrued interest on savings aCQount #136574 as of 9-24-78: Balance --------- --- -- $25 777.75 Accrued Interest --- --- - 320.82 Total ---------- -----$26,~98.57 If additional information is needed. please contact me at this office. Very truly yours_ '-\ f . t { <. !: Ri cha I'd L. Kun tz Bookkeeping Dept. I' . ~,..".. __ "'-""'. n , --., ( , I I' .." " -,.) :_.:7'-':i....q L' j I r",.,.' CCNB BANK. N.,A. MAINOFFICE 331 BAIDGESTAEET NEWCUMBEALANDPENNSYLVANIA17070 (7171238,0841 OCT 1 9 REC'O D,\TE OCTOBER 18,1978 LAW OFFICES IRWIN, IRWIN & IRWIN 4U SOUTH HANOVER STREET CARLISLE,PENNA. 17013 RE : THE EST ATE Of NAOMI S. THOMAS GENTLEME:-l: The fOllowing is a list of accounts that we have in our bank. TYPE OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE ACCR. IN!. SA VINGS SAVINGS 076-040504-J 071-004645-9 5/26/69 5/21/65 $1360.54 $7109.99 $12.18 $69.'35 . NAMES ON THE ABOVE ACCOUNT PHYLLIS V. THOMAS OR NAOMI S. THOMAS If we can be of further assistance, do not hesitate to write. Very truly yours, " . , .') ."-yI/ / ~. p" .../>,. -.-f'" t"'c\... . Dorothy Morrette Savings Department Head . . / ,~,} : ;:: .. . . ... "" .... . . ,....... ( I..- ~ '..' . . .. ) . ~ , 1(-, '1' r . . ( .~'v: ~" ~ ,..., !. ,\. ..... I ~ ., D Dauphin Deposit Bank and Trust Company MAIN OFFICE 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105 717/255-2121 Member Federf!ll DepOSit fnsur"nce Corpo,."tion ~ _ 1 . ... "1" ","'-- '.....c:..... " ~ ,l "7 ,....,- J ... NOV 1 [] !1:::~ .,...... .,r,'-' tY> I, ' ...." '7'" w " .. , , (" .'-.. l, r . ' , : ~,\-' c - - . 'c " ,. + ~ ..' J 01 \. / '- . ( " '~~, '- ,,' () 1. ~ , .. . ; (. , , '.' II