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HomeMy WebLinkAbout02-09-79 RC.C-33 14-73) I' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS !'\ c -1 to l t: - u:-> L--- \ .-/ "\ C I' \,.- \) IV fll .,",.i t ., (:.: \"j. V ' "f'l,""'R, "! f"" .", ! .., RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORT ANT This return must be completed in detail and filed in duplicate, with aU attached, with the Register of WiUs 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\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Late of Cumberland } AFFIDAVIT OF EXECUTOR ~ County IN THE MATTER OF THE ESTATE OF _.___. ESTHER B_ LAVERTY I'T.~TE FULL NAME OF DECEDENT) Statp 0: Pennsyl van i a County of __C_umberl and J ", ___._.___._ Charles E _ La verty, Jr. ~O(iXl)(iK of the estate of the above-named decedent being duly sworn, depose S Executor and soy S (DAY) , 19~{testate leaving 0 last will, copy of which is hereto attached.} ( YEA R) I)(~ )(')(1)( Decedent died _----August IMONTHl Nome nod oddres g of attorney or } other authorized reprp'sentGtive "0 whom all correspondence shel.:!,' ,~~, 13. Jon F. LaFaver 317 Third St.. New Cumberland, Pa. 17070 fhat as sueIL_..E.xe...cJJIDL__deponent is familiar with the affairs of said estate and the property constituting i f:XECUTOR-ADMINISTRATOR) 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 agen, or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the I.:xception 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 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: 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 whelescver 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 interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de- cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; ,,:: """';11<; app,ucL jcwchy, silverware, pictures, books, works of art, househ'oi<rft\rl1ittre,'tior'S~rriages, automobiles, boats, and any and all other personal chattels of whatsoever:.kiQ4 'Q,r .riat~r~,'ler,.b~itedent, 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 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 'xe'ryayable upon the death of the decedent; all and the corporate stocks and dividends due thereon and unpaid as 'Ii' t1" date of death, bonds and accrued interest thereon to the date of decedent's death and other invt' slmcnt S~(" "ics 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 husiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market 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 copy 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 pa8ses 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 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, 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 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 and'lmpaid 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 carried forward and properly registered in the Summary. Subscribed and s~orn to b~fore me this ................................. , /J /71otJ 78 ............/t1.~!~i};"Z~~......19m__ .. ~I_ till.... s.,t. 20, ",1 0- ... Wniet-, Pi (uMef1elM1 ell /~Ii ," ~,.) "........ ,.. "., ,. ....:.~...~.....~ ................:. ...:. .....;..::;~.1..\.......~. ..............~ ......:.. ..~.. ......~..........._... (ExeC'ILtor-AdministratoT) , . .........?~.?....?.~.~.9.~~.h.~D.D..g.....?..t..~..............m..................._............. (Street Number) ..~~.<J..l..~..,.....~~.......}.?9.?..~................... ....... ......... ................. ....... (City or Town and State) NOTE: Before signing aff'idavi t make sure all blank spaces in the affidavit a.nd 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. RC C-34 (4-7,.:3) 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 quontum of interest ond 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 Commonwealth of Pennsylvania should be described by lot and black number, street and street number, together with 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 a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued 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 this space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMA TED MARKET VALUE 1. Real Estate situate at 262 Susquehanna St. Eno1a, Cumberland County, Pennsylvania See attached appraisal / 22,000.00 v J.,) 000.00 , k (fI" H:I uS F 1.- '11 Ja a g. 3 [) .1] - I.' ), 5 ,'J j".[;. /./ (.) ,7 0" '2, J;' .." "",.' ,_ t1f -t z.,...r ,.' ;""-, '~: Insert this total opposite "reol property", Schedule "A" in the X X X X X "As Reported" column on the lost page of this return. 22,000.00 ~~\()OO.()O , '" ... ".'- INSPECTION ~~ APPRAISAL REPORT .. PROPERTY OWNED BY Estate of Ester B. Laverty ADDRESS 262 Susquehanna Street, Enola, Penna. I personally have made an inspection of both the interior and exterior (including base- ment, if one) of this property. By reason of my inspection and investigation and by virtue of my appraisal experience, it is my reasoned opinion that the present "Fair Market Value" of this property in its existing condition)O;: as of August 13, 1978 was: IMPROVEMENTS $ $ 6,000 16,000 22,000 (not cost approach) LAND I BELIEVE THE TOTAL "F.M.V." TO BE $ lIFair Market Value" for the purpose of this appraisal is defined as: "The price in dollars that an informed purchaser is justified in payiI1g and an informed seller warranted in accepting, assuming that one partY - wishes to buy and the other party des ires to sell." (This appraisal includes wall-to-wall carpeting, built-in appliances and attached fix- tures. Personal property is not included.) I hereby certify, based o~ my inspection, that to the best of my knowledge and belief the statements and opinions contained in this appraisal are correct. I'have no interest, present or prospective, in the property described and appraised. ATTACH PHOTOS F~DNT AND REAR - SUBJECT PROPERTY ~~~\ . . Signature . 11/9/78 Date 3310 Market St. Address Camp Hill, Penna. 17011 City and State C. M. Detweiler, Inc. Company Represented Professional Affiliations, Etc. ******************** (Please Check All Appropriate Blocks) 1. NEIGHBORHOOD DATA NEIGHBORHOOD REPUTATION is favorable X , unfavorable UP_, dowo_, static~. NEIGHBORHOOD TREND is EDUCATION, RELIGIOUS AND RECREATION FACILITIES are adequate~, not adequate____, nearby~, distant____ BUSINESS, SHOPPING AND TRANSPORTATION FACILITIES are adequate~, not adequate____, nearby~, distant____. STREET: X Paved -Gravel ==Unpaved PUBLIC SIDEWALKS: X Yes No ZONING REGULATIONS: ____Single Family ____Two Family -X..-Apartrnents ____Business & Comm. _None R-3 Residential-Professional UTILITIES: X Gas ~City Water ---X..-City Sewer _Septic Taro Well Cistern CURBS: ~Yes No IMPROVEMENrS: -1L-Residential only ____Mixed Res. & Comm. UNPAID OR PENDING ASSESSMENTS: None known 2 . SIZE OF Lar 50 x 140 (Attach sketch if irregular) 1 r;sPr,=CTlON AND APPRAISAL REPORT PAGE 2 3. DESCRIPTION OF DWELLING YEAR BUILT~prox. 1910 (AND GARAGE). -LLiving Room -XDining Room _Dining Alcove . X Ki tchen ROOF: LComposition Other . SQUARE FEET 1045 FLOORS: Hardwood Softwood I"\a-'-___ " I!}) Dauphin Deposit Banl< and Trust Company MAIN OF"F"ICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105 nwxx**xiXiX Membe~ Feder'tJ' Deposit Insur'tJnce Co~po~stion Lemoyne Office 301 Market street Lemoyne, Penna. 17043 717/255-2307 November 6, 197~ Jon F. LaFaver 317 Third Street New Cumberland, Penna. 17070 Re: Esther B. Laverty Declaration of Trust No. 927 November 15, 1951 Dear Mr. LaFaver: Per your letter of October 20, 1978, the only account in Dauphin Deposit Bank and Trust Company is the above Declaration of Trust with a face value or $5,000.00 and a market value as or the above date or $4,798.58 and income accrued to August 13, 1978 or $90.82.' Mr. Charles B. Laverty, Jr., son, is the beneficiary of this Trust. Very truly yours, \t1&:/?f::/1 Trust Officer r'lSS/mab " stuffed chair Rocking chair filetal wardrobe Bureau Trunk Sdwing machine Clothes chest Sc al e Straight chair Wooden wardrobe Night stand r~ld table st rsJ E~ht chair Bec'room suite Jewelry boxJ costmne jewelry Al arm clock Small diamond ring Set s il verware (s ilverplat e) \'lindow fan l"loor rug Color TV Reclining chair Sofa Floor lamp Table lamp '!looden cabinet Grandfather clook Hollaway bed Viall clocks 8 place dinner setting Lot dishes, cupsJ plates Card table Buffet Umbrella stand/umbrellas China closet Met al utility cart Hetal kitchen cabinet Kitchen table/chairs ',lashing machine Hefrigerator step stool }j'ood mixer Clothes dl"'yer Iron/Ironing board C roc lcp ot SVleeper Can Opener Pot 3 , pans et c Hadio Lot knick knacks Ul rrors (3) Has sock Library table Pictures Port able B&W ~V Lugsage Thr ow rug s Folding walker Books Hair Dryer 25.00 25.00 15000 25000 5.00 5.00 25.00 2.00 4.00 20 .00 5.00 10.00 5.00 50.00 10.00 5.00 50 0 Q) 30000 5.00 15.00 300000 30000 30.00 10000 5. Q) 20.00 200 .00 15.00 ro .00 25. 00 25. OJ 3.00 20.00 8. CO 75.00 3.00 10. 00 500 00 50000 100.00 4.00 10.00 50. 00 6.00 10.00 10000 5.00 25.00 5.00 15.00 15.00 5000 5000 100 00 15.00 15.00 10.00 20.00 10 . 00 5.00 -~ ... " Extens ion 1 add 0;1:' st epladders Table/4 chalrs Bowl Lot gard <31 to ols Chairs (4) Lot hand too Is Vlood box Grocks Oil lamp '11001 box Wiht ';'/11 eel barroVl Trash c a1 Wastebaskets LavnJ. chai.rs (2) Set TV trays Bird b:ath Desk Curt ains 15.00 10.00 25.00 3.00 10000 16.00 10. 00 5.00 5000 10. 00 5000 2.00 5000 2.00 3.00 5.00 5000 5.00 15. OJ 15.00 .~I RCC-3b COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSF'RnS RESIDENT DECEDENT (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) (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 y~s or no) (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's heal th at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__ (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or 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 transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) (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 reserverl 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 attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE Mo f"IL. 00.00 Insert this total opposite "Transfers", Schedule "e" in the "As Reported" column on the last page of this return. 00.00 N. 0 1"\(. RCC-37 .- (12-63) CO~fl\tON\\"EALTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BEl'\EFICIARIES BENEFICIARIES AND ADDRESSES ,State full names and addresses of all who have an interest, vested, contingent or other- wise, in estate) RELATIONSHIP (If step-children or I illegitimate children I are involved, set forth this fact.) SURVIVED DECEDENT STATE YES OR NO DATE OF BIRTH INTEREST OF BENEFICIARY IN ESTATE Charles E. Lavert Jr. 262 Sus uehanna St. Enola Penns lvania son yes adult Enti re Resi due ~ I i ------r ~ ..... -r- -..- ---------.-- I I -.-.---- -~._. ! i -~------ --.-- - ~ ---.. I i : --- --- ---,. - -- I I _.__..u r I I ---. I I -- r -_._.~-_._--_... I ~--_.----,,-- -- --.- -- -- Deponent fUrther says that all the above-named bene~iciaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .... o . ...."'.... t'!<* ~: ~ 'a ~ 8 .- Q) ;:l E -- '00.8 <;:@: ....<:.>'t:l o Q) ............ ;:l '" '"' <.l ;:l 0 ~ E 2' ~ ~ Real Property Personal Property ...... Transfers Joi~tly~h~Jc1 Gross Taxable Estate . SUMMARY . .. ... (Sch. UA") .......(Sch. UB") " (Sch. "C") (Sch. liP) ( 1 ) (As Reported) $?2)009~OO $. ..P.)]2.q~~5 $.. $. 16) 7~)~ 84 $.. $.. 45 ~ .487...69 (2) (As Determined) $ $ $ $ $ $ ------- t: o :c <1l .b '" '2 = "@ "- '"0 ~.or: .... t1l (]) >- o Z w :I: r- ~ ~ Z ~ - ~ ~ (f) ~ p::; ~ ~ ~ ~ :I: E-< ~ o p::; W E-< E-< .or: - ...-; ~ o w :I: ~ r- E-< t... .or: o E-< (f) ~ >i of-l' ~: ar >: I'd --l . c:l ~ Q.I: ..s::::: of-l. VI l..LI 't:l Q) .<Il ~ Q) <.l Q) ~ I'd .-- o s:: l..LI ..... o (]) ..... j -0 s:: I'd .-- ~ Q.I .0 E ~ u (Ij "2 ':-:l ...::: ~, '" f: ~ ~ ..... o .i::- l: <5 u ..... o ...c ..... - ~ c o E E o U ..,j ~ (IJ ~ ~ c.. c.. ~ Q Z ~ ~ ~ o c.. \.l.l ~ RCC-38.' RESIDENT DECEDENT SCHEDULE" E" JOINTL Y OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schenule must disclose all property, real ann personal, owned by the decenent 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' description, as indicated tmder Schedule "A", plus the date and place of record of' instrument ef'f'ecting 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", l'lus date of' acquisi tlon, and the name, address and relationship (if' any) of' co-owners to the deceden t. Description of' Property, Date of Acquisi tion, Name uni t percentage Estate Address and Relationship of' Co-Owners, and Place Value Share Valuation of' Record of Instrument, where Real Estate. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value or Value of Entire Decedent's Property Interest 2. 1. Checking Account No. 18 01311 0 at CCNB Bank, N. A. in the joint names of Charles E. Laverty, Jr. or Esther Laverty, opened March 16~ 1945. Total value $4,772.75~1/2 included Checking Account No. 18 01300 3 at CCNB Bank, N. A. in the joint names of Charles E. Laverty, Jr. and Esther Laverty, opened August 15,1951. Total value $8,593.24 1/2 included 2,386.37/ ,<;. " ~,3!(..,. ~l 4,296.62 r' / &.tjd. ~~. l..~ 3. Certificate of Deposit No. 6685713 in Cumberland Valley Savings and Loan Association in the joint names of Esther B. or Charles E. Laverty opened 7/2/74 Balance $9,000/~lus accrued interest of $70.79v1/2 included herein 4,535.39.' 't 535.39 4. Cert i fi ca te of Depos it No. 6690190 ' at Cumberland Valley Savings and Loan Association in the joint names of Esther B. or Charles E. Laverty opened 8/6/76 Balance $11,000 plus accrued i nteres t of $86.52 . 1/2 included herein 5,543.46' ')/ S\5~'3,Y~ Insert this total opposite "Jointly Ownen Property", Schedule "E" in the "As Reported" column on the last page of this return. 16,761.84 \~11~\. ~'t .- UV CUM~~R~ND 3216 Trindle Road, Camp Hill, Pennsylvania 17011 737-3479 ~llE\f ~~~~N~ AND LOAN ASSOCI~TION October 24, 1978 Jon F. LaFaver, Atty-at-law 317 3rd St. New Cumberland, Pa. 17070 RE: Esther B. Laverty, Deceased Date of Death - August 13, 1978 Savings Certificate #6685713 & 6690190 Dear Atty LaFaver: You requested the following information on the above referenced certificates of Deposit by your letter of October 20, 1978: 6685713-Joint account - Esther B or Charles E. Laverty opened 7/2/74 Balance--$9,000.OO!~ Interest- $70.79! (Int. from July 1, 1978 thru August 13, 1978) I 669Q190-Joint account - Esther B or Charles E. Laverty opened 8/6/76 Balance--$11,OOO.ooL Interest- $ 86.52 I (Int. from July 1, 1978 thru August 13, 1978) If you should have any questions concerning this matter, please feel free to contact this office at any time. Sincerely yours, &"'1 l2 flIed.,,,}? Barr7 L. Lucken~ Branch Manager Camp Hill Office -I ( ; " .. ~ " w CCC~IB MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND, PENNSYLVANIA 17070 (717) 774-7000 CCNB BANK. N.A. October 27, 1978 Jon II'. LaFaver Law Offices 317 Third Street New Cumberland, PA. 17070 Dear Atty. LaFaver: Reference to your letter of October 20, 1978, our records indicate we have two active checking accounts for Esther B. Laverty, Deceased. Checking account number 18-01311-0, in the names of Charles E. Laverty, Jr. or Esther Laverty, opened March 16, 1945. The balance as of August 13, 1978 was $4,772.75. Checking account number 18-01300-3, in the names of Charles E. Laverty, Jr. and Esther Laverty, opened August 15, 1951. The balance as of August 13, 1978 was $8,593.24~ If you have any further questions, please contact us. f Very truly yours, IJ IJ P _ I (j /), (Ct0t"'l.'0~~, If;.ltttt'r.- \. D.E. Machemer, Manager Bookkeeping Department DEM: sd -__-I '.. R E V-518 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Cll.U1U ,t. La"ert,. Je. 262 S..q,ueba.... It. (Exe~t~~ A~inistrator) In Re: Estate of C.vTtt..hllil' htb~ I. IAtd tJ County - Fi Ie No. 1.i.-"-~QU' Dear You are hereby notified that the C:l'1stul appraisement in the estate of lataal' I.. 1...l'tr has been filed in the office of the Register of Wills 0 CuMluarlaw County on 13 "....1"f1...' ,19-19, Said appraisement reflects the following valuations: Real Estate_._ Personal Property Transfers Jointly Owned Total 12,000.00 6.72$.85 JWu.. 16.761.14 $4S,487.6' As to such tax that is puid 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. Date 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. L~ lC'--(j-A:J AIM!nt.trati.. Officer 13 '.~r'.urry 19n Signed Title /' -~--~..... Note: This is not a bill. REV-457 (8-78) "DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT 1 DATE _13 February 1979 COUNTY Cumberland FILE NO. .2l:1R-O'i7fi Whereas, Esther B. Laverty late of Eno1a in the County of Cumberland Commonwealth of Pennsylvania, having died on the 13th day of A "g" " 1'" 19 -ZB.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in posseSSion or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes $ n. ,1 T:'. ?? nnn ,nn Personal Prooertv 6. 725 85 Transfers None Jointlv Owned 16.761 84 'T'~.. ~ 1 ~/,<:; /,Q7 ,Q Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this , 11'"n day of 1<''''L~~ _ _ 19 79-- . -~~~ Appraiser (Number and Street) Harrisburg (Post Office) , Penna. >.. '"0 '- : ..... I- Q} s:::: z CI:l 0\ :::s w l'll ...... 0 ~ Q} u 0 w Q} en Q w <i :) a:: ~ (( Z 0... W 0... I: > . <t ) ~ w '-Y x ~ f.......,i: a: .....~ .....~ <t ....... s:::: s:::: I- 0 ....... '0 u.. '"O~ Q} Q} ~" W Q} 0 Q}~ 0 ~ ~ ~ ..... :::::. 0 ,'''' U Q} ~ ~. I- '"ci' l'll 0 CI:l , Z ..... ..... ..... CI:l ..... ~ <t kl l'll Q} 0 z a 'ra l'll ~ I- ...:t .2>:: Q}~ W n. a a 'f 0 ~CI:l :::s 0 '"0 ::?; ~ n. ~ l'll a:: .... ...s:::: '- w Q Q} >: I- '"0 ~ 0 ...s::::~ ..... a: ~ :r: ..... .N) CI:l l'll s:::: ..... S '"0 Z ..... s:::: '0. ..... <C l'll :::s s:::: 0 l'll Q} ~:1 Q} ....... a.. '"0 0 <t1 l'll (' : Q) S 0::; 0 '"ci' ..Q ;> : I- ..-"..-". : C\ W Q) l'll '"0 Z Q} ..... 0 Q} .S --. Q} ">: w ....... CI:l s:::: s:::: :> Q} l'll .... ..... ..... ..... s Q} ,j~ 0 0 ru :::s '(j) ..... n. Q} .... '"0 0 0 ..... Q} Q}- 0 l'll ~ c5 n. Q) ~ ~ ~ en ..... t:;, ....... Q} w q ~ ~ ti:: 0::; a:: ';:.'.' ...~.. .y ,. ,.. . - lie. C\llUerland,Pa. 17070 15% Tax on $ $ dollars :~ cc .J '. ~f!No.H06a6ij_~ COMMOND~~;J~TOo': :E~~N~~YLVANIA ;=, ~i \,OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX iH ~ :=, RECEIVED ~1 ; ~, ~I: l' ;= From: ~. 1 _..._____-~~_~-_~~-ORE HUJmRED DOLLAR8~--~-~~~~-~----.... Jon P. x..1'aver" Esq... representing Pennsylvania Inheritance or Estote Tax due from the following estate: (ChaI. E. Laverty. Jr..) 311 fl:aUd Street 2% Tax on $ $ 6% Tox on $ $ e No. 21-18-516 Dote of Death 8-13-1918 0/(> Tax On $ Estote Tax, Act of May 7, 1927 $ ate of Payment November 13,1918 ISl'BBR B. LAV'ER'n' $ i County C'1IIIb.rla.nd TOTAL TAX CREDIT less five percentum of tox if paid within three months after dote of death Plus interest at the rote of _ % from to $ 2.110.. Nome of Decedent $ UO.,J Remarks: PAID .. ACCOUlfJ.' uOO~[P[L~@mu~ SEA l OTE: Thi8 Triplicate Receipt to be retained for audit purpo"8. Received by NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance tox at the death of the life tenant or tenant for yeors whenever it appeor. that such odditional tax may be legally due and collectible for any reason whatsoever. l."~""~ =..:.:.;. _~ ~, ~ m:l:IIL i~! RCC 4 (2/77) 1111 COMMONWEALTH OF PENNSYLVANIA ift: NO. H 063476 DEPARTMENT OF REVENUE ::: OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX iU ~ =: RECEIVED ---...--.....------ONE HUNDRED 'l'WEN'1'l' &: ~I '=' ~, H 1= FJ:--'ChUl.. E. Laverty,Jr.) ~ A ss 317 Third Street e.1'!; ~1 New Cumberland,Pa. 11070 I: File No. ...JIII:ZI:Ia.. ..".. ---- ~..~.,~ --- ~ -= ~ ~'--.:J:!>Ii~,V ~.. ---." 51/100...., ...............--..-- ..-.....- - ........... "do II a rs representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2 '7~ Tax on $ $ 6 % Tax on $ $ 15% Tax on $ $ 21-18-576 Dote of Death 8-18-197 % Tax 0{1 $ Estate Tax, Act of May 7, 1927 $ ~ ~ Dote of Payment ESTHER B. LAVERTY March 8,1979 CUIlber1and Cumberland $ Nome of Decedent TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rote of _ % from to $ 120.51 County f'" $ .~ $ 1: I IJw ~ [P~~@ill vm TOTAL AMOUNT PAID $ \ 120.51 ~ \ NOTE, Tho T..,,,,,.. A....,.... ......O".lf...," .....-.. . /'~ . 0. 'e _ Received by. ^ (. 1>, / . NOTE: In accepting the transfer Inhentance tax on future estates, prior to the death of the Ide ig tur ".... " ...... ." ''''', .. ",d.~od b, <h" """'. ,. " ".doc"..d <h.. <h, Commo.'.."" ,.,;- ~ Me f. lind.r.on not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the Repa'ter Or V:i11s lile tenant or tenant lor years whenever It appears that such additional tax may be iegally due and (Title) collectible for any reason whatsoever. 5 E A L ~,