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HomeMy WebLinkAbout03-12-79 DEDUCTIONS ALLOWED IN Form RC C .10 OFFICE OF THE REGISTER OF WILLS ~/- 7 f;,,:'v1V STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ 1~?2~Jf~, .~.:(~-u~.rz.9 . DATE APPROVED ........ OF Cumberland COUNTY DATE OF FILING APPRAISEMENT ~~-tIJ ' ~/lA'-Z< /- LATE OF CAMP HILL PENNSYLVANIA DATE 0,. DEATH DECEMBER 11, 1978 AND AGENT OF THE COMMONWIALTH ESTATE OF Helen N. Moser I I DATE NO. 0" NAME OF PAVEE REMARKS AMOUNT vOUCHCIt 12/6 78 Patterson Litton ET AL Physi cians - X-Rav !i2 100 11/6 78 Roll ing Green Cemetery Grave Marker - Helen N. Moser 370 00 1111it /78 Quickel-Connor Associates Physicians 17 nn 1 '';. ;( 178 1 ~11 ~ Riverton Water Co. Water bill Re: 489 26 01 11/3C /78 Readers Di!:lest Subscri otions ?J... A~ 02/0~ /79 Lorraine Raistrick Cash Anaysis For Tax Returns AR ,00 12/11 /78 Internal Revenue Payroll Taxes RE: Nurse 379 .40 12/11 /78 P A Deot. of Revenue Pavroll Taxes ~I=. ......",..,... L 0..4 12/11 1/78 West Shore Tax Office Payroll Taxes RE: Nurse ~ 1n 12/11 178 Internal Revenue 1978 Federal Income Tax 1 , 008 00 12/11 178 P ADept. of Revenue 1978 Penna. Income Tax ~n ,nn 12/1 = 178 Myers-Hall Funeral Home Funeral Servi ces 1 RQ~ nn 12/1 = il78 Rev. Spencer B. Smith Funeral Serwii:es ''1 nn 92/2~ /79 Wm. J. Daylor Real Estate Aooraiser 100 m 03/01 79 Anne F. KeUler, Tax Collector Boro & Countv RE: Taxes ?AJ... 1?1 02/2C /79 Robert Browand Snow" _ RF. ARQ 70 nn 12/28 /78 Cumberl and Countv Shnrt r....~":t:,..t'lt..... It I .LL. 70 nn VARll DUS Susauehanna Oil Comoanv Fuel Oil - ~I=. ARQ ,)':;:0 1')1 VARI DUS Bell Teleohone 737-9!il? ~I=. ARQ " IR'1 02/12 /79 Norman Coorney Aooraisina - . , -~~ .'10 nn 01/2-4 /79 Cumberl and d Pub I i shers, Inc. Advertise Estate 20 1!i 01/06 /79 Patriot-News Adv. - ,., . .., A ,m 02/27 179 PP & L ... ~,..;hl ~I=. ARQ '1'1 1A~ 02/08 1/79 Truman E. Horner, Inc. T rash Removal RE: 4.89 Q 71:\ VARI( 'US John M. Moser. Executor Executnr Fp.fO!S o Ann nn VARI( )US Smith. Chamberlain & Hed!:ler PC Leaal Fees 1 .'100 00 COMMONWEAL.TH OF PENNSYLVANIA ($15,669.48) . ss: COUNTY OF Dauphin} IS?21.;/g I. JOHN M. MOSER HEREBV CERTIFY. THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEP', THE FOREGOING .S A JUST j!t~ TRU E srATEMENT OF DEBTS. FUNERAL EXPENSES AND EXPENSU OF ACMINISTRI,TION SUBMlrrED TO THE ESTATE OF LEN N. MOSER DECEASED. AS DEDUCTIONli FOR \~'W\.~~ DAY 01' 0 John M. Moser, Executor INHERITANCE TAX PURPOSES. (L.6.1 SWORN AND 8UBSCRIBli:D BEFORE ME THIS /0 ;;e,l ~ III:z..t- 4~~~~~ HARRISBUItG.D PHIN COUN MY COMMISSION EXPIRES MAY 17. 198C Member. Pennsylvania Association of Nlltaries RC~33 (4-73', ~ t COMMONWEALTH OF PENNSYL V ANI A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 021-1 J'- 01, 7 R 3-/;...-71 .. lo-J.()6-f RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT: This retwn 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'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MA TTER OF THE EST A TE OF } AFFIDA VlT OF EXECUTOR C XBM~KX~8K ounty HELEN N. MOSER ISTATE FUL.L. NAME OF DECEDENT) Late of CUMBERLAND State of PE N N SYL VAN IA County of DAUPH IN ~ } .., JOHN M. MOSER Executor of the estote of the obove-named decedent being duly sworn, depos. and say December 11, (MONTH) Nome and addre.s of attorney or } other authorlz.d representative 10 whom all correspondence should be mailed. (DAY) , 19~{le.lat. ~eaving a last will, copy of which Is herelo attached.,} (YEAR) ~~ Decedent died JOHN M. MOSE~, EXECUTOR 2917 NORTH FRONT STREET, HARRISBURG, PENNSYLVANIA That as such EXECUTOR deponent is familiar with the affairs of said estate and the property constituting ( EXECUTOR-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 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 REL. A T10NSHIP 0 F JOIN T IN WHICH DECEDENT RENTED A S.~FE DEPOSIT BOX IN NAME OR NAMES OF HOL.DERS TO DECEDENT . That the contents of said safe deposit box or boxes are itemized under Schedules wi th 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 pos ses sion, s tanding 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 s~vings panks, 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 stattde 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 promis sory 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 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 in\"estment 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 l!usiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the dgreement) 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 wi th 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, wi thin two years of decedent's death, in contemplation of decedent's death, or intended to t~ke 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. Ther~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses 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 schemlle. That ScheduleD 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 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", We", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. SUbscribed?:d8:rnof ~~::-~:-~-:~=~~ -~~ \~,J~~~~!:~\::~___ ....--.-..-........... ~. tJ~~t~C1Ltor-Administrator) -~~~~:€~~-... ------------~~lLi~~~um.m---- HARRISBURG PENNSYLVANIA 17110 MY COMMISSION EXPIRES MAY 17. 1980 .................................-........__._.._.1.__._......._.........__....................__..........._. Member, Pennsylvania AssociatIOn of Nl.ltaries (City or Town and 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", ~nd 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-U (/-.7'1 COMMON'WEAL. TH OF PENhSYL.VANIA ~PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "Au 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 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 "E.") The real property located In the Commo"wealth of Pennsylvania should be described by lot and block number, street and street number, together with o genernl 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 deced~n'. 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 VAL.UATION CAUTION (Do not writ. In this spoce) ASSESSED VAL.UE FOR YEAR OF DECEDENT'S DEA TH ESTIMATED MARKET VAL.UE 2 Story Brick & Frame Dwell ing located at 489 Country Club Road, Camp Hill, Penna_ 17011 $8,490/ $67,0~ Account # 01-20-1852-107 Purchased May 13, 1941, Recorded in the office of the Recorder of Deeds in Deed Book I Volume 12 Page 421 No Mortgage on the Property at date of death : , -'t,... .\ . I h. I ." I " S h d I "A'" h nsert t 's tota oppos, te rea property , c e u e ,n t e "As Reported" column on the last page of this return. xxxxx 67,000 to '1 \ 0 00 .0.) nESlnEXT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Page 1 of 2 '* ': ... -'::' rmI.\IOSWE.\LTH OF PENNSYLVANIA TFU."JSFEn INHERITANCE TAX I SSTIU:CTlOSS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time o~ his death. Property owned by the decedent jointly with another or others must be listed under Schedule wEw. Intangible personal property, titled in the name of the decedent, but pa)'llble 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 o~ 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 certi~icates, 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 any undistributed estate of or income ~rom any property held in trust under the will or agreement o~ another, even though located outside o~ the State, at the time o~ death, should be listed in this schedule. 1 t.t~m }!iO. ITa! List and describe fully UNIT' ESTIMATED VALUE MARKE:I' VALUE DEPARTMENT VALUATION (Do not write in this space) 10 Personal Property - Listing attached 1,46/ 2,46~' /. 1 , 096 1 , 48~' 621 // 1, 1 62 /'/ 945/" 85~ 347/ 435/" 36i 50<Y" 1 Personal Property - Listing attached 2 Personal Property - Listi ng attached 3 Personal Property - Listing attached 4 Personal Property - Listing attached 5 Personal Property - Listing attached 6 Personal Property - Listing attached 7 Persona.1 Property - Listing attached 8 Personal Property - Listing attached 9 Personal Property - Listing attached 11 Personal Property - Listing attached 12 Diamond Ring 13 Cash in Bank - CCNB N j..Y. (:;. ,-:>,~ t.\. '.J 0' \A.. " \ 19 I US Bonds - SERIES E i Bond - AT & T - 8.75% Due 5/2/2000 I 50 Shares - U. G.I. $2.75 Preferred 27.250 (~~j/q3g 13 QID Sll. f,,~ cL-.~ 7- \ B(~q " DL\ 40,000/ '~"18 ,l '1.- 3,500./ 4,000/ 377'/ 9SY' "1,363/ / 44, 62.1 14 Savings Account - CCNB 15 Savings Account - Harris Savings 16 Savings Certificates - Harris Savings ~. 17 Notes Receivable - John M. & Elizabeth S. Moser 18 Note Receivable - Robert J. & Doris S. Moser ~ '.. () < ..J . ...-,. L.\ j....;J ;1... I . \)0 \.....\ ~ \. 0 .....~ 20 21 22 730 Shares - AT&T Common 61 . 125 BALANCE FORWARD 108,671 .I\!.~rt this total opposite wPersonal Property-, Schedule -B- 1n .he w'\s Reported- column on the lo.st page of this return. x X ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Living Room Schedule B Poge 1 Description 1/ Value I Blue Couch I .t, S' I Nest of Three Tables , ~ Gateleg Table .~.r Magazine Rack (7/ Pink Couch . I 2.,!' Trestle Type Table ( ~ ~) If' Rocking Chair f tfc I Armed Ladder Back Chair : "3!"" Floor Lamp - 6 Way ..5 Antique Cherry Gat.eleg Table (:0,. . r )...,..~ .L Fan Back Chair ~) I 50 .. j 1[0 RCA 25" Color TV - Record Rack With Records . It:) I Foot Stool : .J1. Three-Way Lamp I (t) Reading Lamp ;z{ I Lamp Affixed to Wall J I .3 Gold Brackets (with plants attached to wall)1 2 I 5' . I Gray Framed Picture I So I : White Framed Picture I I So i Oval Needlepoint Pictures 12; 30 . I Gold Framed Picture Kt1,J I : 1.D , Medallion - 2" Across (on wall) I ~ i <6 I Small ones - H" Across (on wall) : 2 i : . I Misc. Plants, Ashtrays, Bookends, Flowers ! 1-5 I I Mantle Clock ; I i ; /!is-- (~'-~) I bD Pieces of China !2 I Glass Vases (TV) . I l (0 Electric Clock , I , Fireplace Screen I , i Fireplace Grate , TV Lamp - Control Unit for a Motorized TV Antenna ~5 Indoor/Outdoor Thermometer -- Magnovox Stereo' Console 5D Brass Lamps 2 Q.5 Page Totals l'f" , , -- ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Dining Room Schedule B Page 2 Description tI Value Cherry Gateleg Table 350 Centerpiece Balance w/imitation fruit, mirrc r 5 Sideboard/Buffet - ---., China Closet l ~o ) / Two-Door Serving Cabinet Set of ladder Back Chairs (one with arms) 150 Ornate Carved Wooden Chair .3 r:o. Three-Table Nest of Tables (veneer chipped) Isl GE Superline Air Conditioning Unit (DO Oval Gold Mirror {<6 ! Chairs, Needlepoint Seats ( tAs--r LA /("i) 4 300 Set of Sterling Silver ~l)O - . i KIIr Ht-N , Homeade Table 'i-t" Window Seat r ~ Toastmaster Toaster J- G E Range .;tc ! GE Refrigerator { 00 Plank Bottom Chairs 2 ?..'t T wo- Step Ladder 2 I Breadbox , Other Miscellaneous Kitchen Wares ;{l) I f( ~'>'fAw A(L~ (Do I i 4 i DFN \) ~<;. \< ~W'~, ~J)! Card Table :1 Small Framed Pi ctures 4 Dad's plaque & cartoon pi cture/I ibrary - Various books, geographi cs, projector, sl idE S- HALL CLOSET (DOWNSTAIRS) Card Table Chairs 4 (0 Card Table ~ Hoover Upright Sweeper 10 Projection Screen ~ Page Totals 7...,1.((3 . , ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Master Bedroom ;. ~. -T -- - II . - .. . .... --....... Description Value Bedroom Suite , Manis Dresser ~ ! ladies' Double Dresser I Matching Oval Mirror , \ ~()() ladies' Vanity W/Stool > . ---~ Rectangular Mirror Headboard & Footboard Mattress and Box Spri ng I I Night Stand ~I Day Bed g'5' Antique Rocker ~ -.- -_._-- -..-'-...-....- .--- ~of Antique Arm Chair Martha Washington Sewing Cabinet - J r: Magazine Rack - ---.---- ------- - -------;-0 I Footstool CO! c- Gateleg Table J.~ ! , 19" Magnovox Black & White TV w/stand ~O I Scatter Rugs (not in good shape) 3 (5" I Reading lamp Ie> I j Flower Pi ctures on the wall 2 Yl Picture of a Mission on the wal I ~ ! Father & Mother Print Pictures -11 Footstool 1. Y1~ Misc. Costume Jewelry, Racks, Trays, I Perfumes, Photos and the like :L5.1 --"------ - -- f-------.J-. T obi e Model Radio AM/FM Zen i th IS Ii $20 Gold Piece ~&O ;~ II . II .... r -- -T . Page T otols (,01' Schedule B Page 3 r _ -. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Yellow Bedroom Schedule B Page 4 , \ -7 Description fI Value Lorge Cedar Storage Chest I~O 3/4 Size Four Poster Bed 1~1' Box Spring and Mattress 1S Striped Arm Choir ao White Bookcase ~ tD Dresser With Mirror (t81c>) Lfoj - - I ~ 'I "Three-Drawer Nightstand Green Carpet sIT . ( Lamp on the wall Table w/seven small gloss-knobbed drawen P Luggage Stand I Small Dre~~~_~~~~__,,_._____.__ _ . I - Gooseneck Lamp I I ! I -----.-.- ------,-.- -- --.----- . BLUE BEDROOM 'I Twin Beds w/ladder & sideboards '/01 Box Spri ngs & Mattress - z51 Lorge Double Dresser ~ .:tc0:l _~" J 'fDDII Small Dresser Lamp 'i Maple Double Dresser w/matching maple .;2 D II mirror II Dark Four-Shelf Cabinet toil Nine Drawer Kneehole Desk :2~1 - -- Queen Anne Type Choir ~Cl Reddish/Orange Carpet -~. - - - -- --- Mapl e Arm Chai r >11 I' . I I UPSTAIRS HALL I , I Lorge Double Dresser w/matching oval mirror ~ ~ I 't Y-> ) -- 4 CJD Small Dresser amp { Wool Sweater Rock I AM/FM Portable Radio , II AM/FM Portable Radio I I Page Totals { 'f 1'1 , ~ ^- ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Front Bedroom Schedule B Page 5 ~ Description 1/ Value Pineapple Four Poster Type Bed ') '''6 I v'{" Box. Spri ng & Mattress I, t) ~ , 0:......- , Tall Dresser With Mirror trfO Double Dresser With Mirror , ./ 3~ Emerson AM Table Model Radio I Small Dresser lamp I - --- SD i Victorian Chair I Arm Chair ([i . Gray Scatter Rug .r luggage Stand I Small Table 1-S- .. - -.... ----- ...-.' SEWING ROOM -.,.------. --- .-- --.---.-. Old Type Six Shelf locker Type Cabinet '5 Old Table ~fl Readi ng lamp I I Old Blond Walnut Chair .$ Small Pi cture on the wall I Singer Sewing Machine I .(/)' ATTIC National Geographies (dating to 1951/50) :~ large Steamer Type Trunk h _ large Chest (drawers used for Uncle i i Shelly's Paints IDD! --..---- -. -. Clothing Storage Chests 4 50: Electric Fan ! I I Square Window Fan si Various Other Items, picture frames, etc. (0 : ! I I I , PaQe Totals /, ~I ; -- .0. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING Downstairs Hall Schedule Page 6 . . .,. Description 7r II . Value ---- - , ~ I i I 12-) --- - {Lfo , : Small Vase Pi cture with Moser Medall ion Rectangular Mirror Mai I Rack Incl inator I I c.. ,r\ h 'f. r IJ fLI:i. BASEME NT Frigadare Refrigerator OIEl Gf Dryer SCQV'r 1)cz...ter ~. {DD SearS Washing Machine 1"1..5 Various C~binets __ _ _ ___~__ ___ _ N { Window Seat -:v ~; Brackets (match-=-o~_in th-=_~i~c.he~_n__ _ ~_.__fl.." , Workbench ~ 117, Various tools, nails, .Qld paint~, cabinets d ~ rLA~~s ~ clkf5~ ~~ . Xmas Decorations ^' J I Step ladder S Various Storm Windows 5-(/r1 wftt+- Various Screen Doors $1'It'1 "//11 10 ~( "8''> ! 1 Various Mason Jars (with & without lids) Old Homemade Jelly Cupboard (~...,. GARAGE Spare Tires with Wheels lawnmower 2 If) . ID i S"l II , 10 I 5'i ~' Various Porch Chairs Hi bach i Various Garden Tools Various Other Tools, Vases, Jars, Plants, etc. P ,"\""'0 "T'~ '0:iJ I hI' n d 1'0 'r r~~/J l w tD{ / Page Totals I, ('''- .. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING c.o~~ c\J~ao....(\.~ Schedule B Page 7 .. . ., Descriptian PINK 8. BLUE UMOGE HAVILAND Coffee Cups Saucers Dessert Dishes -, Valu~--- Dessert PI ates Salad Plates lC -( ( 9 9 11 I 31(1 ------1\ :\ Hors d'oeuvre Vegetable Bowl 10" Dinner Plate Butter Chips 11 - Footed Candy Dish ? Gold Guilded Nut Dish (Mfg. Unknown) It S I _.___.___..________ -4. Decorator Cookie Plate !; I Hummel Figures . 4 15 i : PLAIN PINK lIM<5GE-SEr--.----~--A-- - ----I- i Saucers 1 ( -- I J I I Cups ~etable Dishes Meat Tray Covered Vegetable Dish 8~" Dinner Plates Celery Tray (Marked with II Nil) Misc. Saucer (doesn't match either set) Silver Plated Revere Bowls -..---.. Handled Cookie Dish - Plated Butter D ish With Cover - SiI ver 7 2 I ~vl il II il !I 12 2 Cut Glass Jelly Jar With Silver Lid Japanese Bowl Japanese Bowl Glass Plate - 6" Diameter 8" Plate - Cut Glass - (~ G...A) Salt, Pepper, & Sugar Cluster wi carrier Gol d Basket Red Vase (~)<. ~ Cut Glass Jelly Dish Large Wine Glasses lC {-v ?-o ~ YD tt:> I 5"01 CfI{.C I. - -- Page Totals . . . , ,. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING ~o ~\..-.. c.'-l ~(l o~~.r Schedule B Page 8 ., Description -7r Value Small Crystal Goblet ID , , Glass Relish Tray with Spoon or ladle ~ i I Glass Bowl 10 ~ Multi-Colored Dish ~ . Set of Five Cordial Glasses S If() Set o~ larger Cordial Glasses g tf.o Sandwich Glass Coasters 24 1'- Sandwich Glass Dessert Dishes 7 ( > 3".0 Sandwich Glass luncheon Plates 8 \ Footed Sandwich Glass Goblets 10 J Bud Vase , $ Pink Flowered Vase ~ - ---------'~---- Cut Glass Salts '3 U b {g- Glass Cream Pitcher 8 -- ------- - - - -v.--'- -- --..-...,. Glass Barrel Glass ~~ 2 I b Red Vase (c. ~d A ~) 1'lLJ Decantur with Stopper ( "l"" At,.. ~. r" -.>. ~ .50 Covered Candy Dish ;{ Amber Footed Goblet '10 Pitcher 1'9 Hurricane Chimney I Three-Piece Jelly Jar If Egg Cup ~ Dark Wedgewood 3 /3 0 ~ Piece of light Wedgewood- If l I Vase - Wedgewood Color t'; ..--- Blue Glass Candlesticks 2 IIfG.LN oti Blue Gloss Sugar Container "<i~ i Blue Glass Creamer (l (I.JW. e I Blue Glass Vase , I i I Small Blue Glass Pitcher J..- Gold Rimmed Candy Dish ll., - -- Glass Bowl -C",+ ~ , Cl..1'.J {IO Page Totals . i .(', .. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING c~~~t~ C~.&o~l t .f> Description LIGHT BLUE GLASS Plates c , on lL G---.tl~ Saucers Small Cereal Type Bowls Casserole Covered Dish Footed Tumblers Smoky Glass Vase Relish Dish Footed Custard Glasses Footed Water Glasses Compote Small Pansey Glass Vases - ..._- ---..---.-..------.---- - Blue Gloss Radish Dish Chino Flower Arrangement Glass Bluebird Gloss Bell Blue Turquoise Colored Plate Blue Gloss Cordial Gloss Various Colors - Wine Glosses BI ue Glass Vase Blue Glass Ashtray Pink Meat Plotter Green Meat Plotter - cracked Blue Glass Candle Stick Holders Pink & Green Soup Tureen With Cover Green Dinner Plates Large Round Chino Plotter Page Totals Schedule B Page 9 - ~ . /I Value . ~r 8 12 12 Ti I 1 ';<09 I ' 5 --.- --- --- 7 7 3 -"- , ~€ C ~Olll ~ -- .---..-..--? :S ~ 12. S' ;lq ~ j ;1.~ I III Gl-U9S1> I(€J-r P,oG:'i '1 i. ~t- A1r.", 5"0 ~ 1"I..~I,.r"~ ~""f~ I 3'1'7 . ~ ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING C ~ ('..rt.... (." ~ Ct 0 AJf..CI r 'J. ... Description # Value GREEN CHINA - 1\ Butter Chips f i Small Bowls ~ I Round Covered Vegetable Dish ! Gravy Boot With PI ate Vegetable Dish -- I Relish Tray 1 Soup Bowls 3 \~ j,/Y{ I Dinner Plates 3 ? Bone PI ate Meat Plotter - Small Coffee Cups ~ -..-----..-. --.-.- Vegetable Dish With lid Luncheon Plates 11 ----_.._.._~ -- -.---- Odd Piece - Green Chino Soup Bowls S 1 Saucers 7 ) I , I Pink & Blue Saucers 2 ;z.oi PINK & BLUE HAVILAND ~ ~~. Custard Cups 1~ ~ Green & Pink Cups 1 6 ~D Ii Green & Pink Saucers I 6 ;1 Plate - White With Blue Stripe \1_ 10 J ! 1 Pink & BI ue Custard Cup Saucers F*~ 8 , 5i.f AGo ~ . . Chino Pink Saucer, Misc. , i - ---._--- SERVICE TABLE . I Silver Tray I J I Sil ver Sugar Dish \. ~~l Silver Pitcher I ,. Gloss Serv ice Troy S' Homemacl.e Display Shelf w/various 5 ";ArnmlCS- --- . SiI ver Coffee Pitcher 10 Page Totals ~ Schedule B Page 10 .. ," Description BUFFET Large Silver Candlestick Holders Large Silver Serving Tray J' Large Coffee Pot - Silver Teapot With Silver Plate Silver Milk Pitcher \. GO Large Sugar Bowl With lid Small Sugar Bowl Sal t and Pepper Shaker Si I ver Nut Trays Silver Cigarette Holders .-. ESTATE OF HELEN N. MOSER PERSONAL PROPERTY LISTING C~..~~ <:,,,p~ o~A.AS Schedule B Page 11 7T Value . 2 .301 I I I . . i JJS 2 2 3.0 I~ ;k> ON THE CHINA CLOSET Silver Candlestic~~older _____._______ __ __._.Ii. Milkglass Cake Plate ~ Small Flower Arrangement S SiI ver Gravy Boat (small) (matche~\ SU large silver tray on buffet) ~ A6D~ , N c.. H- I rv-A- <::...L.c J't.. '7 "'- ~(~ ()('LQ.SJ'~ J ~ Lu (""'/a--e ~.o W""2::_ " ~A-SJ' WI.~I~~~-';M.~~'x) -~U-S\ 5N~~ c.f.\ t"l'h.. C ~ r t", e.c."- M Il.-I( ~ (..,,:?S' (?.Irotet"r ~dC v(! 5 Page Totals is-I I ?-o .~ )',)1 -~ I I 1 ,r ;1 2~ ~ Page 2 of 2 . . n~'InE~T DECEDENT SCHEDULE "B" PERSONAL PROPERTY ~~A ,~' r(l~~IO~WF..\LTH OF PENNSYLVANIA Tr...t.'\SFER INHERITANCE TAX I\Sn\rCTI0~S: This Schedule must disclose all tangible and intangible personal property owned individually hy the decedent, at the time of his death. Property owned by the decedent Jointly with another or others must b~ listed under Schedule "E". Intangible personal property, titled in the nMJe of the decedent, but pa~':lble 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 artministered estate. Tangible personal property should be listed first (e.g. Jewelry, wearing apparel, household goorls, 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- atle to the estate or fiduciary 1n said capacity, partnership interests, interest in any undis tributed e5ttlte of or income from any property held in trust under the will or agreement of another, even though loeated outside of the State, at the time of death, should be listed in this schedule. I tt'JIl ~o. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) .- I ,QALANCE BROUGHT FORW ~RD 108,671 100 Shares - Duquesne Ugh t Common 15.875 /' 23 1,587/'" ,/' 24 20 Shares - Fruehauf Corp. Common 26.125 522/' / 25 20 Shares - International Paper Common 39.500 790../' :~6 64 Shares - N L Industries Common 1 9. 875 1,272/ 27 80 Shares - ST Joe Minerals Common 24.500 1 , 960// '~8 909.502 Shares - Well ington Fund Common 8.680 8,068/ '" ?9 I Grandfathers Clock 1,000// I i 1I!.~rt this total opposite "Personal Property", Schedule "B" in ~lae "\5 l\cportell" column on the last page of this return. x X C!23,86.o \2(""'"S \ t> . S'? RCC..36 'COMMONWEALTH OF PENNSYLVANIA TRANSr~R INHERITANCE TAX SCHEDULE "c" TRANSFERS '* RESIDENT DECEDENT (1) Did decedent, within two years o1'death, make any trans1'er 01' any material part of' his estate, without receiving a valuable and adequate consideration there1'or? (Answer yes or no) ~() (2) Did decedent, within two years 01' death, trans1'er proper~y 1'rom hi~s~1f' to himsel1' and another or others (including a spouse) in joint ownership? (Answer yes or no) ~() (3) 11' the answer to (1) or (2) above is in the a1'1'irmative state: (a) Age of' de~edent at time of' trans1'er (b) State of' decedent's health at time 01' making the trans1'er. (Note 1). (c) Cause 01' decedent's death. (Note 1). (4) Did decedent, in his lif'etime, make any trans1'er 01' property without receiving a valuable or adequate consideration theref'or which was to take e1'f'ect in possession or enjoyment at or af'ter his death? (Answer yes or no)___________ (a) Was there any pOSSibility that the property transf'erred might return to transf'erer or his estate or be subject to his power 01' disposition? (Answer yes or no) (b) What was the trans1'eree's age at time 01' decedent's death? (5) Did decedent in his li1'etime make any transf'er without receiving a valuable and adequate consideration there1'or under which trans1'eror expressly or impliedly reserves f'or his lif'e or any period which does not in 1'act end be1'ore his death: (a) The possession or enjoyment of' or the right to income f'rom the property transf'erred? (Answer yes or no) (b) The right to designate the persons who shall possess or enjoy the property trans1'erred or income there1'rom? (Answer yes or no) (6) 11' 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 ifetime make a transf'er, the consideration for which was transferee's promise to pay income to or for the benefit of care 01' trans1'eror? (Answer yes or no) (8) Did decedent, at any time, trans1'er property, the bene1'icial enjoyment 01' which was subject to change, because 01' a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of trans1'er or by operation 01' law? (Answer yes or no) (9) 11' the answer to (8) above is in the af1'irmative, was the power to alter, amend, or revoke the inter- est 01' the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NOTE 1: The answers to these questions should be supported by a1'fidavit by the attending physician as well as a copy 01' the death certificate. NOTE 2: If answer to any 01' the above questions is yes, set 1'orth below a description of the property trans1'erred, it's 1'air market value at date of death, dates 01' trans1'ers and to whom trans1'erred, with relationship 01' trans1'erees to decedent, i1' any. Submit-copy 01' any trust deed or instrument, i1' trans- 1'ers are claimed to be non-taxable, also submit detailed statement 01' 1'acts 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) NOT APPLICABLE NONE N (0-L Insert this total opposite wTrans1'ersw, Schedule wCw in the WAs ReportedW column on the last page of' this return. NONE "ee-37 (12-6)) OM~IOXWEALTn OF PE:'I:~SYYLANIA 'RANSFER INHERITANCE TAX ESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES *' BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF ate full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY e an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise in estate) forth this fact.) OR NO BIRTH ROBERT J. MOSER SON YES 7/22/29 ONE THIRD 3152 TOLEDO AVENUE TULSA. OKLAHOMA 74135 RICHARD A. MOSER SON YES 2/10/32 ONE THIRD 105 WHITMUN ROAD LONGMEADOW, MASS 01106 JOHN M. MOSER SON YES 8/19/35 ONE THIRD 419 SUSAN ROAD HARRISBURG, PENNSYLVANIA 17109 leponent fUrther says that all the above-named bene~iciaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NOT APPLICABLE .. ..... .2..... e<- Wi: c 'c: .s e .- QI ::s 6--0 "Cl 0. U < e_ ~8;, o CU ....-.... ::s fII .. U ::s 0 CUeo, ~ QI ~ p:: SUMMARY Real Property ......... .... .... ..... .......... .......................................... ( Sch. "A") Personal Property ..................................................................( Sch. "B") Transfers .......................... ................................................... ..... (Sch. "e") Gross Taxable Estate ... .... ................. .... ...... ...... ..... .... ... ..... ............. ......... (1) ( As . Reported) $. ..~!(.q9q............ ......... 123 , 869 . $...................................... $........=........................ $........=..........:......:... $........~....................... $. .19.Q~.a6.9.. ....... ............ (2) (As Detcrminct . $..................... $..................... $...............,......... .. . $................. $.................... . $..................... -.A.- ... <II Cl) .... !oJ =: !-< o ~ z c o :c c.: b en '2 _ '6 .- "0 ~oo( ~ Z ~ - ..G ~ en :;: a:: A. A. -< ~ :r: ~ t.t.c o a:: ~ l: -< "'" t%.. o !oJ =: W !-< E-< l&. <. o E-< en W ."Cl QI :fII .., ~QI LL1U VlCU OQ ~ . Z Z u.i ...J I.L.l ::c ...J: ....10 :c: 0..: ~: <( U: .... o ~ j o Z <( ...J. ~: w: aJ' ~. :J: u: <11 '2 <11 ~ ~. en S Qj Q.. ..... o ..... o .i:::. :: o u ..c ... - iC ;, " c o E .- c o U ..J < cn ~ e:.:: c.. c.. < Q Z ~ l- e:.:: o c.. '-W e:.:: RC C-.JI RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY *' CoMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th anot.her 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 under Schedule RAR, plus the date and place of' record of' instrument ef'f'ecting vestiture, but do not include entireties or out of' st~te real estate value in estate valuatioh column. Personal property should be listed as in Schedule RBR, plus date of' acquisition, and the name, address and relationship (if' any) of' Co-owners to the der.~,ient. I Description of' Property, Date of' AcquisitiQn, Name Address and Relationship of' Co-Owners, and Place of' Record of' Instrument where Real Estate. . unit Value Percentage Estate Share Valuation DEPARTYEHT VALUATION CAUTION-Do not Write I n This Space. Value of' Value of' Entire Decedent's Property Interest All Property owned by Deceased outright (/ The property had been owned jointly as Joint Tenants with Right of Survivorship however her spouse died October 6, 1978. Insert this total opposite -Jointly Owned PropertyR, Schedule -E- in the -"AS Reported- column on the last page of' this return. NONE t~ r-JL