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Home My WebLink About12-21-78 RCC-33 (4-731 \ \) j \ C\ s- / '\ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS / c;/ -'~J ':~/ / C '/ {' / ~, ~ r..... !~\ " 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 extension is granted by the Secretary of Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF Janet K. Pensyl (STATE FULL NAME OF DECEDENT) CO"oJ EXECUTOR AFFIDAVIT OF Late of Lower Allen Twp., Cumberland X>>~'XJ{J(XfilK State of Pennsylvania Dauphin --~} ... County of Gerry Paul, Executrix ~X~~ Administrator 0' tl,., ...t"te "f tl,,, obovp-nomed decedent being duly sworn, deposeS and soy S :/ Decedent died October 25 (DAY) , 1911L-{~estate leaving a last will, copy of which is hereto attached. } (YEAR) Intestate (MONTH) Name and address of attorney or } other authorized representative to whom all correspondence should be moiled. . ..Ii David Putney POBox 4346, Horrisblfrg, Po 17111 That as SUL:h Fxeclltrix deponent is familiar with the affairs of said estate and the property constituting ( EXEcuTOR-:lOli~~~iU() the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following: - Markpt Srjllare Harrisburg, Pa RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX That the contents of said safe deposit box or boxes are itemized under Schedules A 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 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, trus t 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 pri0T to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de- cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, jf any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's death and other investment secur:i;cS 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 liabilitie thereof as of the date of death. The schedule also sets forth the interest of decedent at the time 0; 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 business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the a~reement) 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 thej'ein 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 cony of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrmnent 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 and unpai.d 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", "e", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to ~e this ................................. I ~OHJ ................. N f"I T 1: r ';' FiJ) C [ . C ~ 'I" 'flrel ,~E>~:~::: r~r l.-, ! ':'. (l H-d\;'lv 'UnG, PA C"UPt-lINCC,,'.,y ,/ .,,/ 2 ./_ '.. I _/ ;/ ~~~----- ..~?Q?_....?y.~.D.y.~.....9.?....Ay..~.D.!J.~......................................................... (Street Number) Harrisburg, Pa. 17109 ,........................................................,..........................................."............................... (City or Town a.nd State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RC C-34 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" REAL PROPERTY *' 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 common 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 as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.") The real property loc:atl!ld In the Commonwealth of Pl!lnnsylvanla should be desc:r1bl!ld by lot and block number, street and street number, together wi th a general description of the property, with a referenc:e to the record of the conveyanc:e by which the decedent took title; If a farm state number of a. cres; also statement of mortgage enc:umbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule II 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 0. One-story frame dwelling house, 1318 Carlisle Road, Lower Allen Twp., Cumberland Co., Pa, Lot 20, B1. "R", Plan Bk. 5, Page 24. Deed Book "0", Vol. 15, Page 166. Lot 60 x 120 <~, ,'). L' (.)('.) ,- I ~ ,J~3 ,000 .~Ot? ~33, 500 .00 J ' "\_ I ,~:'\ f) ~), l' r U . trV ~1J{)' 7:" Q ",,,,..)-/, . '/~ 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. :j., 47) J 6:~ ~:) " J '-,.I ..... $33,500.00 Rec -35 '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Item No. 4. 5. 6. 7. 8. 9. 10. ll. 12. 13 14. 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 estat~ Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed 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 List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1 . 2. Cash on person Commonwealth Nat'l. 6.a-nk Checking Acc't. #142-712-558-6 ,,/' State Employees Credit Union Int. - 3 mos., 24 days @ 7% Curtiss-Wright - dividend Mercury Comet, 1973, 2 dr .~tl_C;..}'l. - Sold 66 Shs. Georgia Pacific 'l[~27-=l4) ~7, ~"J...{ 125 Shs. Curti ss-Wri ght @ ~lt2 J 5. '? I'). ( .... $5,900 Marcor In<;:~ - 6-1/2% -1988 @@'::~/.a) 100 Shs. Avco @~.9.~'l1:nS' ~o''-I~7!" 1 00 Shs. Repub 1 i c Steel @ ~~t8? ~ S' ~ SO 125 Shs. Am. St andard, Inc. @~Lj(.37~' 22 Shs. La.-Pacific @ 19-5/8 30 Shs. Certain-teed @ '19-17ZJ ICf.3/'l..S" Househo 1 d goods appra i sed'-by Betty Smi th, Anti qu Dealer - See list attached $ I , ,428.75 1 25.00 875.00 J/' ~j. I}. r L.81~.. OOJ ~)~7~~ ~;Ja~]S !).) y~3 .'1S 2,475.00 ~"l~').~ .0&12 ,512~ S) t.- 7/. gf G" 593. 7 431.75 57'1,)y~~ 3,232.00 $ 25,944.65 60.10 572.27 3. 1,453.69 25.00 875.00 1,823.25 1,976.56 4,748.51 2,443.75 2,525.00 - 5,671.88 431. 75 579.38 3,232.00 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. x X $26,418.14 ~ Phone 566-2057 rnrn~~w ~Mll~m Estate and Insurance Appraising Antiques 114 East Main Street Hummelstown. Pa. 17036 APPRAISAL OF THE PERSOnAL PROPERTY IN THE ESTATE OF JANET K. PENSYL, 1318 CARLISLE RD., CAMP HILL, PA. (NOVEMBER 6, 1978) LIVING ROOM End table $ 200.00 35.00 25.00 25.00 100.00 100.00 10.00 125.00 35.00 5.00 15.00 SO.OO 20.00 15.00 20.00 5.00 15.00 5.00 10.00 20.00 15.00 5.00 9 x 12 Chinese rug Reclining gold chair 2 pc. upholstered living room suite Drum table Adams armchair Modern curio cabinet End table, book rack Solid state TV, portable Metal floor lamps (4) Magazine rack Book shelves and books Rope turnei armchair Nest of tables Needlepoint foot stool Digital clock radio Tapestry Fleming print German pla.cEJ:ue Water color (house and home) Pr. water colors 4 prints Page 2 Nov. 6. 1978 Personal property in the estate of Janet K. Pensyl :3 demitasse i 10.00 10.00 15.00 5.00 30.00 10.00 5.00 5.00 25.00 25.00 5.00 10.00 5.00 40.00 8.00 5.00 20.00 5.00 4.00 15.00 40.00 10.00 Cloissiene vase 2 sm. table lamps Painted tilt top stand Pr. bronze figures Lg. olbtoman Runner Misc. glass and china Rookwoed vase Royal Works hand painted vase Chinese b~ss bowl Hand painted Austrian vase Sm. Austrian vase lmari pla.tter Da.maged blue pla.tter Folding metal chair Camel inkwell Hwnmel 2 canes Brass candlestick Pr. b~ss candlesticks Pr. ivory budd.a.s DINING ROOM Sm. Chinese rug 10.00 Duncan Phyfe table 20.00 4 rose ca.rved chairs 40.00 Sideboard and china. closet 10.00 12 Rosenthal service plates Service for 8 hand painted Lenox china. 35.00 100.00 Page 3 Nov. 6, 1978 Personal property in the estate of Janet K. Pensyl Sliver plated water pot $ 25.00 5.00 25.00 .50 . 90 25.00 75.00 15.00 20.00 5.00 4.00 4.00 5.00 Balance of contents Parish print Rose carved sidecha.ir Queen Ann table China clock 3 pc. china coffee What not and contents Plant stand and plants Print Oval fraJle 2 hanging plates KITCHEN Refrigerator--freezer .50.00 5.00 5.00 Metal cabinet Metal stool Ra.dio 3.00 Misc. gla.ss and china 30.00 20.00 Pr. brass ca.nd.leabra. ~. hand painted pitcher 10.00 Pots and pans 10.00 Misc. sm. appliances 15.oe Gateleg table 10.00 2 Windsor style chairs 20.00 2 baskets 10.00 FIRST BEDROOM Victorian folding armohair 3 German china. dolls 10.00 150.00 1>age 4: Nov. 6, 1978 Personal property in the es~te of Ja.net K. Pensyl 9 pictures $ 10.00 20.00 15.00 10.00 10.00 8.00 50.00 5.00 10.00 5.00 10.00 Nutting print 6 sm. lamps Victorian clock Cedar chest Jewelry and box 4 pc. bedroom suite Half sp1ndle cha.1.r Gold beads Ivory neckla.ce 5 throw rugs SECOND BEDROOM 7 p1ctures 20.00 Mirror 5.00 Single bed 20.00 511 ver, ster11ng and pla. ted. 100.00 Cheese cutter rocker 20.00 stand 5.00 15.00 15.00 Childs rocker High chair Luggage ra.ck 2.00 Floor lamp Stool Worn Chinese rug 4.00 4.00 5.00 THIRD BEDROOM Lg. mirror 5.00 Vi~toria.n chaise lounge Upholstered. chair 45.00 5.00 . Page 5 Nov. 6, 1978 Personal p~perty in the estate of Janet K. Pensyl Collapsible server $ 200.00 30.00 200.06 10.00 10.00 2.00 4.00 10.00 10.00 10.00 15.00 15.00 4.00 20.00 Hepplewhite console table 2 Victorian round stools Victorian ladies desk with bookcase top Oval braided rug Plastic bed tray TV Ta.bles Sm. stand Radio Ladderback chair Currier and Ives "Look at Mama." 7 pictures Stool Pr. water colers BATH Scale 2.00 Tewel rack 4.00 AT'rrC Contents 50.00 Linens (household) BASEMENT 20.00 Ironing board and iron 5.0G Kitchen ca.binet 25.00 Metal ta.ble 1.00 Blanket chest 20.06 Tray 1.00 2 kitchen cha.1rs 10.00 Stool 5.00 , Page 6 Nov. 6, 1978 Per60naJ. property in the estate of Janet K. Pensyl MG>ps, broGllS, etc. $ 40.00 10.0& 5.00 15.00 5.09 25.00 10.0,? 4.0q 5.00 5.0'> 5.00 4.00 Contents of barrel Candle mold Boekends Fan 2 pr. oookends Chinese throw rug Doll carriage High chair Victorian mirror frame Drapes Hand sweeper TOTAt. . . . 10.00 --$;:;;.00 ~. Electric snwper Appraised by /7zC ~2!r-: ' -4- / _ _ ..--r~-<~ / ~etty 8mi th . RCC-36 COMMO:'{WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years ofdeuth, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (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 th~ property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property 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 (7) Did decedent in his 1 i fetime make a transfer, the consideration for which was transferee's promise to pay income to or I'or the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which cOllld revert to decedent under terms of transfer 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) Ne 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 None Insert this total opposite "Transfers", Schedule "e" in the "As Reported" colunm on the last page of this return. ,II \ ( ~ I Nast Will anb t1!ttdanttnt nf JANET K. PENSYL I, JANET K. PENSYL, of the Township of Lower Allen, County of Cumberland and State of Pennsylvania, being of sound mind, memory and under- standing, do make, publish and declare this my last Will and Testament, here- by r2voking and making void any and all will or wills by me at any time hereto- fore made. As to such estate as it hath pleased God to entrust me with, I dispose of in manner as follows: 1. I order and direct my hereinafter named Executrix to pay all of my just debts, legally collectible, as soon as conveniently may be after my decease. 2. I give, devise and bequeath all of the rest, residue and re- mainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wher'esoever situate at the time of my decease, unto my friend, Mrs. Gerry Paul, 3208 Sunnyside Avenue, Harrisburg, Pennsylvania 17109, unto her, her heirs and assigns forever. If and in the event that the said Mrs. Gerry Paul does not survive me, then, and in such event, I give, devise and bequeath all of the rest, residue and remainder of'myestate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my decease, unto my friend, Shirley A. Doyle, R,O. 1, Dauphin, Pennsylvania 17018, unto her, her heirs and assigns forever. 3. I hereby nom1nate, constitute and appoint Mrs. Gerry Paul, Executrix of this my last Will and Testament) and I hereby authorize, empower and direct her to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in her judgment is best for my estate, and tothatend to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. 4. If and 1n the event that my said Executrix, Mrs. Gerry Paul, does not survive me, or does not complete her duties as Executrix, then and 1n such -1- NaGf 11m anh tifttdamrnf nt .. .. JANET K. PENSYL everit~ hereby nominate, constitute and appoint Emily J. Bowman, 445 South 17th Street, Harrisburg, Pennsylvania 17104, Executrix of this my last Will and Testament, and I hereby authorize, empower and direct her to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real es- tate, at public or private sale, for such price or prices, upon such terms and conditions, as in her judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. IN lHTNESS WHEREOF, I, JAUET K. PENSYL, the Testatrix, have to this my Last Will and Testament, typewritten on two (2) consecutively numbered pages, set my hand and seal this -61JuL day of June, A.D., 1977. y)(. ~(SEAL) Signed, sealed, published and declared by the above-named Janet K. Pensyl, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request as witnesses hereto, in the presence of the said Testatrix ahd of each other. ~/~ GJ r ~/ , LW.Ji~ )', {') (;;"11,1 U~j I (i I I , f ... RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BEN"tFICIARIES 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 BI RTH Mrs. Gerry Paul Friend Yes Leaa1 Entire> 3203 Sunnv~de Avenue Harrisbura. Pa. 17109 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DA TE OF DEATH RESIDENCE :... o . ~~~ :...<: ~.. ~ 'a ~ s 's CJ.2 '00.0 <: s_'"' .:.8::0 o <lI ............ :::l en :... '"' ;:l 0 ~Eg. ~ P:: SUMMARY Real Property............ ,............... .........(Sch. UA") Personal Property............. ....................... ........,...(Sch. "B") Transfers ................ ........................... ......... .... (Sch. "C") Gross Taxable Estate ( 1) (As Reported) $ $ $..,....... "., '" $....,.. ..... $ $ (2) (As Determineu) $ .}3 .~500 ~OO $26,418.14 $ $ $ $5.9,.918.14 , I i I i i , I ~ II z "tl Ii. 'ell I! .... w .Ul ,,-1' rn ..... " .a ~ '" ,.,.. CII >< 'CJ (/): <( W ell ~. r:.t.l (fJ Q '>' - I' ..... ...' <( <: 0: f-l' ~ ~ a:: ~ "0: 'S II c.. ~: ~ A. 0 ~ A. c.. ~: (I): (1:1: ~ w <: til ::>; ..... <( ::z: ::z: W .....: ;.., I f-< f-< E-< ~q: .....: /./, OIl W a: < ev. e Q c:i ~ ::t '" < (I): ..0 ,.. Z 0 E-< P-l: /./ e v Z E-< (fJ ev: ::l c.. ~ I ~ w ~. ~: U ...... po. --'--' .3 0 I 0 ..c " I ~ C a:: -lJ' .::: ~ ! .S: W III ::: i .... ~. Q.i \i.l ~ E-< ttj, ...... ~ " I b E-< ...,: 0 e Vl :~ <: ...... .G. 0 ..... 0 E E ".. Q.l :: ,.. II ..... 0 c .- -- ~ 0 > u ,;< ~ U u II RCC-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRVCTIONS: This scheo.ule must disclose all property, real ano. personal, owneo. by the o.ecedent jointly wi th another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmo.er Schedule "A", plus the o.ate and place of record of instrument effecting vesti ture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "8", plus o.ate of acquisition, and the name, address and relationship (if any) of co-owners to the deredent. Description of Property, Date of Acquisition, Name Address ano. Relationship of Co-Owners, and Place of Recoro. of Instrument, where Real Estate. unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest NON E None Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. R E V-~ \8 (8-781 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 Gerry Paul (Executor or Adm in; strator) In Re: Estate of Janet K. Pensyl Cumberland County - Fi Ie No. 21- 78-0601 Dear Hrs. Paul: You are hereby notified that the original appraisement in the estate of Janet K. Fensyl has been filed in the office of the Register of Wi lis of Cumberland County on 12-21 , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total $33,500.00 26,418.14 -0- -0- $59,918.14 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from 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 T ax Act of 1961, 72 P. S. 2485.1001, P. L. 373. Date 12-21-78 Signed ~ ~_ )(, )Li:L?--t.~ Title Chief Appraiser Note: This is not a bill. RCC-39 \5-68) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Pensyl (Last Name) Janet (First Name) K. (Initial) DATE OF DEATH 10-25-78 21-78-0601 FILE NO. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: 12-21-78 ~ct.~ /(1 .JJA1.-~~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: INVENTORY Real Property (ScheduIe A) Personal Property (Schedule B) Transfers (Schedule C) Joint - Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE REGISTER OF WILLS -0- $59,918 14 $ Valuation of life estates or annuities. . . . . . . . . . . . . . . . . . . ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE AuJ imen::Sl al rate of 6'10 from to $ 1= t= i:= $ COMPUTATION OF TAX 2% 6% 5% 10% 15% * $ $ $ $ $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ $ $ t= $ $ c $ 1= L- E AMOUNT OF ESTATE TAX ASSESSED $ Es ta te tax paid $ BALANCE DUE Add interest at rate of 6% from to $ $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above cumputation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. ~ -0 ~ Q) Z If> C!l ~ ~ Q) p; (I) -;. '" ..-' ~ ~ Q) s::. P ?-' ~ ..n ~ t c .... ~ _.1 5 ~ ~ ~ ~ 7'"' I- -0.. ~ p.. 0 I/l ~ ~ 'e -;z:.. c c ~ \oJ ~ u..l (\.) ro. ~ ~ :r. ... 0.- .... ~ \-' ~ .... . s- ~ \-' ~ ~, (\.) p.. 0: \>0 6 .~ 0 t; -::L. -%.. .- ~ ... r- 0 Z ~ W s- '=' ~ (\.) u ..s 0 ~ 0 ~. 5 -ca Cloo \ ..J ~ ~ ~ <? .- \ 0 r- .- ~. ~ ~ 0 ~ E. ~ ~ ~ 0 0 C!l U u ~\ ,..;l ~~ R.C C-2 (2-64) DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE . 12-21-78 COUNTY Cumberland FILE NO. 21-78-0601 Whereas, Janet K. Pensyl late of Lower Allen Township in the County of Cumberland Commonwealth of Pennsylvania, having died on 25th d October 78 the ay of 19_, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Ira K. Gleim I an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes Real Estate $33,500.00 $ 33,500 00 Personal Property $26,418.14 26,418 14 Transfers NOne -0- Joint Property None -0- Total Estate $59,918.14 $59,918 14 ~- I //" v Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 21st day of December N..., ~A 19~. C1 'A_ J<, ~ . ApjlTaiaer (lC\IlS\I!.el' and. Stt..t) Harn.Sburg f paft om...) , Penna. ~ '"'" 0.- ~ "" ...... ?') ~ '" ~ z "" "" ~ i '" - .., .-1 c: a. N t=i (...: T/l ~ I ..-l N :a .!:l Lt"'I ~ - .-1 .-1 ~ - ~ 0) ;: ~ s:: r- ~ ... .., 0 t ~ -" .-1 c:> ~ !: < (} <;) .., .., ... ~ E-< CO ~ t:> .., .., ~ --- 1 ~ r- .; ~ <:> '6 .~ ~ 0- I '0 I.. ,r, < ,-I t:: .... .c... 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