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HomeMy WebLinkAbout07-20-79 Inventory of the real and personal estate of TF.~'T'F.R To. .TARRF.'T''T' deceased. METROPOLITAN LIFE INS. CO -- LIFE INSURANCE CNA -- aEALTH & ACCIDENT INSURANCE PA MANUFACTURERS ASSOCIATION INSURANCE BRICKER'S AUCTION -- SALE OF HOUSHOLD GOODS HOMER MILLER -- SALE OF 1973 PINTO CAPITAL BLUE CROSS--BALANCE TOTAL $1320 13 490 22 42 85 306 75 1000 00 , , '29" '90 $3189 85 JOINTLY OWNED PROPERTY (Held Jointly with Rose Marie Redding since 9/26/78) I I I HARRIS SAVINGS ASSOCIATION I CERTIFICATE I $2320 25 ACCRUED INTEREST 78 64 TOTAL $2398 89 TOTAL INVENTORY OF THE REAL AND PERSONAL PROPERTY $5588 74 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: MAX KISTLER being duly according to law, deposes and says that he is the Executor of the Estate of LESTER L. JARRETT late of 1?7 ~ F.nnl;:! nri'Te, F.nnl;:! ,CumberlandCounty, Pa., deceased and that the within is an inventory made by Har.o-Ld R. ProwalL _ "' the said Attorney of the entire estate of said decedent, consisting of all the personal propdrty 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. ~ ( sworn and subscribed before me, 19 ?"tj' . MAX K S T R Executor - Administrator /7.3, V&urJ"f.... ~/q a C/..s:? ' P4 SttARON CARU . Nalal}' Public My Commission Expires Oct():Jer 12. 981 aw_rll,Pa. Daupnin .;oun~ Address Date of Death _ 10th DECEMBER Month 1978 Day 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. Q ~ tf) < \}.,. ~ u "-.. >- ~ ." ~ Q Q) (}.... I- W ... ~ >- 0::: I- III "- W < Q) I C! ~ I- H u Q) ~ 0 \I) Q) 0 H C """ 0\ >- I w 0::: w '\..-{ III Q) i"'-... l- I ~ ~ ~ c I- ...J LL III ... Ii Z ...J < 0 P:::I ~ 0 \ w LL < w 1 ::s: > 0 0::: >. < ~ 'I z ..... .l Z 0 c II C :s ci I ~ \I) Z 0 Y 0::: ~I ~ u z II w < ( '<t, ..,. ~ ." c III ,', II Hi ..... 'i: 0 Q) tf), ..a ~l ." ~ II Q) E 0 H! ..... Q) III :s 0 ...J U u: In REV-4SS (8-781 C>).I r-?8 ('/ /' ,-~/ - / (1:'- - /~-;.{. DEDucnONSALLOWEDIN OFF ICE OF THE REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS OF Cumherland COUNTY AND AGENT OF THE COMMONWEALTH ESTATE OF LESTER L. JARRETT LATE OF 327 S_ Enola Drive, Enola, PA DA TE OF FILING APP RAISEMENT G Uti. ~, f:Jf t')~ DATE OF DEATH npc-pmhpr 10, 1q7R DATE NO. OF NAME OF PAYEE REMARKS VOUCHER AMOUNT R;l"'o'u. .1.. '1 0 .. T ", ~T 1"'11t- ..;..... 7t; !oo Sutliff Chevrolet Final Rill it. 00 Jack W. Richardson Funeral 1777 RR Re~ister of Wills T ~........ 'T'r~"" ...~_. 1q 00 RoO';c;ter of tJ;ll~ Fi 1 p Tll~T I\. no'ht-C' 'k ~ . Q 100 Re~ister of Will~ Fil p it.O !oo Max Kistler F 4 ni ?/. 00 Max Kistler Executor's ~ .c:~iOll 1t;t; 00 ~. R Prowell ALL t-.o ~ 1l)l) 00 Patriot News . . i ~illO' T ..... 6.1 100 "'- _1- . , .Rlln en L"i,w .Tol1rn,q 1 A -' . ~;nO' T L 71:\ 100 ~ trOTAL , S227f\ 17R . I I I COMMONWEAL TH OP PENNSYLVANtA } P1 ~' 'SS. COUNTYOF ~--~tI~.~ . Jr:.:. ~/ I, ~ l..sfL~/( MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRU SATE EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. -r# SWORN AND SUBSCRIBED BEFORE ME THIS '8 192!,. x ( L.S.) DAY OF F. E, NOTJ\f:Y PU3LlC ECHA lCSBURG BOROUGH CUMBERLAND Crll:,';:Y MY COMMISSION EXPIRES OCT. 22. 1979 .' 7/ot-O/71 Form No. ~V-464 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000. UNDER SECTION 701 OF ACT OF JUNE 1( 1961, EFFECTIV/= JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) cr/ "/ .',......., - ,./ /.. <=-.';-,/ ~C:.c / c:. -~,'~- '~. OFFICE OF THE REGISTER OF WILLS County of c'lTMRF.Rl.ANn MAX KT~'l'T.F.R of 171 Alt"nnnA A'm:~nllP, F.nnlPl, PA (Name) (Address) being duly Rworn according to law, deposes and says that he is the F.xpc.llt"n1'" of the estate of 1.ES'l'F.R loa .TARRF.'l''l' whose last residence was L'isn~{~~;E~ (No.) (Stree ) F.nnlPl, PpnnA. (City, Borough or Township) deceased, and that the whole of the estate of said decedent, who died 12/10/78 (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROP- ERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Personal Property / /" / 3 ../ / /" // p er Bricker's Auction NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owned by the decedent as of the date of death. Such letters must be signed by a responsible of- ficer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. Boyer Printing, Lebanon, Pill Jointly Held Property I;:ssimated V alue ~ ssociation Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered in decedent's name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N()NF. - BENEFICIARIES BENEFICIARIES AND ADDRESSES (State fun names of all and their addresses who have an interest, vested, contingent or otherwise, in estate.) RELATIONSHIP (If step-mother or illegitimate children are involved, set forth this fact.) SURVIVED DECEDENT STATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT INTEREST OF BENEFICIARY IN ESTATE 123 Altoona Avenue Enola Dawn Antolich Friend Yes 1 3 RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE. [ist f~t five items In the spaces so provided, observe notations thereon, and Instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN Funeral expent~aR.e Register Only 81777 7Po 8 FamBy exemption (will not be allowed unless decedent died residing with a spouse or children.) 1\11"\.,.,Q Administration Expenses* 1 10 00 Counsel fees* 1 C; C; 00 . Fiduciary Commission* 1 C; c:; 00 OTHER DEBTS AND CLAIMS (*) See Note below RICE Engraving Memorial 25.00 Sutliff Balance owing 4.00 Max Kistler Funeral Meals 24.90 Total ~??71 hPo NOTE: The estate agrees to advise the Register of Wllls if the amount actually paid In settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this. .... .I..~.................. ....~~. ~.~ f:i7ti e . . . . . . . . . . . . . . . .. day of. . . 1.23. . Al.to.ona . Av.enu.e,. . Enola..................... (Street Number), , ~I).p.la,.. P.A............................................... (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made In conformity with law on this . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . day of .................................................. , 19 Appraiser 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. 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"T1 ~ I"T1 z CO ? <=> .... - t...O -..J c.o I 'I The 1-1I ~ R R I S Savings Association Area Code 717/236.4041 SECOND AND PINE STREETS. HARRISBURG, PENNSYLVANIA 17105 OFFICES DOWNTOWN. COLONIAL PARK. CAMP HILL . LEBANON. UNION DEPOSIT CAPITAL CITY. NEW CUMBERLAND . YORK. SUMMERDALE fiPrb\'l-J... :;"'- May 31, 1979 Law Offices Prowell & stoner 408 Dauphin Building Harrisburg, Pa 17108 .A;:~~~f:tt~.~:..;. ;\ -.<' ~, RE: Estate of Lester L. Jarrett, deceased Social SecUrity # 172-05:4717 Date of Death: December 10, 1978 Dear Attorney Prowell: Lester L. Jarrett held one account with our association at the time of his death. Account #4-09-124107 is a four year 7-1/2% certificate which was opened on July 7, 1976 under Lester L. Jarrett, only. On September 26, 1978, Rose Marie Redding was added to the account. On January 29, 1979, Ms. Redding presented this certificate and a death certificate and had the account transfered over to her name only. Date of Death figures are as follows: Account Balance- - - - - Accrued Interest - - - - Date of Death Balance- - - 52,320.25 78.64 - - - - - - 52,398.89 If you require additional information, or, have any questions, please contact me at the number above. Sincerly yours, ... ~ S(~G~ (Miss) Ruth A. Phillips Savings Counselor frsIID '__",:;;1 ~ 0JUl ~tJi'lMgJ. ~puJo!ut REV-SI8 (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO I nvestigation Division NOTICE OF FILING OF APPRAISEMENT Max K i s t 1 e r 123 Altoona Avenue Enola, PA 17025 (Executor or Administrator) In Re: Estate of Lester L. Jarrett Cumbe r 1 and County - File No. 21-78-0690 Dear Mr. Kistler: You are hereby notified that the nri 9 i n;ll appraisement in the estate of Lester L. Jarrett has been filed in the office of the Register of Wills of Cumberl and County on AII~IIC; t 31, ,19-19_: Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none 3 . 189.85 none 2 "~98. 89 5,588.74 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 dea th occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve mon ths when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. August 31, 1979 Signed ~/lILdlJLl.~ yt'ran-t) /' Date Title Appraiser NOTE: This is not a bill. REV-484 (8-78) GO:Jnty, Number and Name 21-Cumber1 and SUMMARY Estate Name 21-78-0690 December 10, 1978 Jarrett Lester COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Fi Ie Number Date of Death L. (LAST NAME) (FIRST NAME) (INITIAL) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Approiser in and for the County of Cumbe r 1 and 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", "8", "C", and" E". Dated: August 31, 1979 ~A/L/ Jan1~ / INHERITAN'CE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylva~ia, 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. Da'led: REGISTER OF WILLS ADJUSTMENTS INVENTORV VALUE AS APPRAISED CODE (HARRISBURG USE ONL V) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ ....,........ 00+ 92+ Personal Property (Schedule B) 3 . 1 89 55 10+ Joint-Held Property (Schedule E) 2.398 59 20+ Transfers (Schedule C) none 30+ TOTAL GROSS ASSETS 5.588 174 Less Debts and Deductions 40- 93- (SeHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or % annuitles'......................== $ PRINCIPLE FACTOR VALUE I~ ~ t= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. t= Less tax previously pa Id BALANCE Less 5% of tax if paid within 3 months after death $ $ $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED , Estate tax paid BALANCE DUE Add interest at rate of 6% from to $ $ C: $ $ $ $ TOTAL: TAX BALANCE $ PAID $ Supplemental Cddes: (FOR USE IN HARRISBURG ONL Y) 48-Adi ustment 49 +Ad j'ustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason same should be noted below, with short explanation. ' REV-157 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT 1l\IHERITANCE TAX APPRAISEMENT DATE COUNTY FILE NO. Auqust 31. Cumberland 1.1 -]8-0690 1979 Whereas, Lester L. Jarrett late of East Pennsboro Townshio in the County of Cumberl and Commonwealth of Pennsylvania, having died on the 10th day of Dp.~p.mhp.r 19 za.-, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sand ra L. Stone , an appraiser duly appointed according to lavv I 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 Appra,sement VALUES Made for Inheritance Tax Purposes Real Es ta te $ none Personal Property 3 . 1 89 85 Joint-Held Property 2,398 89 Transfers none TOTAL ASSETS 5.588 74 Have been duly sworn according to law, I do hereby certify with the law on this ~ 1 s t day of t the above appraisement is made in conformity 19 ....l9-. 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