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Home My WebLink About04-09-79 R E V-5IR (B-78) COMMONWEALTH OF PENNSYLV ANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIOl'lS P.O. BOX 7.970 HARRISBURG 17105 IN YOUR REPLY PL.EASE REFER TO Inheritance Tax Division l'lOTICE OF FILil'lG OF APPRAISEMENT Roy E. Ho ffman 30 E. Penn St. Carlisle. Penna. (Executor or Administrator) In Re: Estate of Howard M. DeWalt Cumberland County - Fi Ie No. 21-78-0511 Dear You are hereby notified that the Original appraisement in the estate of Howard M. DeWalt has been filed in the office of the Register of Wills of Cumberland County on 9 Apn.l , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 5,000.00 1,222.65 8,078.08 :1.,76.31 14,577 .04 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 Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. 9 April 79 Date Signed I Title_____~~ministrative Officer Note: This is not a bill. 3 .1-73\ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS (21-78- 511) .N T DECEDEN" COUNTY OF CUMBERLAND r~t:I~~'C"=~~j ~-~;etur~ mu~t 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 gran by the "ccrC:lary of Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) HOWARD M. DEWALT } AFFIDAVIT OF EXECUTOR ~'mR L\ TilE \IATTER OF THE ESTATE OF -;-[=- t:"\,_'LL :--J,.\ME OF CECEDENT) ofC~ :rlisleJior_Q.) Cumber la nd : , ' P~nna~\[anliL ,} 55: lty of __n__C_lJ!Ill>~:t"l~_~-__---, County iKHXXiX ROY E. HOFFMAN EXl of th~ estate of the C1bove-named decedent being duly sworn, deposeS and sayS dC111 \11 cd S~pJ;~mJ>er_____ 8 , 19~J testate leaving a last will, copy of which is hereto attached. } (Y EAR) Q.G>>~:Hi ',.,' ',1'" H' (DAY) rre 5 p::il ,"',:"n c f' .,om} William F. Hartson, P.C. 10 East High Street, Carlisle, Pa. 17013 Jnlf' ,'rc;~-l _...,~.!t(.o:: a lrti. ':- e.:1 r,,~ r- ,'I": '" " I' "J. . __Ex~~_utpr,_deponent is familiar with the affairs of said estate and the property const I! TO R- A OMIN I ST RA TO R) IS ,.-1-. Ihn,',.; ,;;hl In,.''l' i'air market value. f;I;-j I d"" , "--.\P.:n Th,ll ,,; ili~ lime; of dealh there was no safe deposit box registered in decedent's individual name, or jointly wi ~cni lr lkplllv of <lnnther, or in decedent's individual name, with right of access by another as agent or deputy, w 'ption of lhc fnllo\vlng: -- THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF wi th Amos RELATIONSHIP OF HOLDERS TO DECE NA,'v\~. .." i\ ESS 0>= r~ANk'. OR OTHER INSTITUTION I~ V,:..,iCH Dc,CEDENT ~t-:NTED t~ S......FE DEPOSIT BOX Brot er :ommonwealth NatioruU a lne ..Nor~ILlIa!l_qyer Street ~rlisle Pa. 17013 -------,---,~-,-----,-,- --, Thi!l the contents of said safe deposit box or boxes are itemized under Schedules A .B of this return, wi th the exceptiun or the following, for the reasons hereinafter set forth: fhat Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth uf Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbranc:cs 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 colul11lh provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as (if date or death of decedent. That Schedul() B attached hereto and made part hereof sets forth fully and in detail all personal property \\ht'r..,mer 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 hank" trust cop.lpanies, or other institutions, whether individually, or in trust for any other person or persons gi\ ing also separately the accrued interest thereon, if any, down to the last interest day prim to decedent's de:llh in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal sa\ ing", treasury certificates or notes and other evidence of indebtedness of the United States to the de. ,','dern: all ,)bligations, whether by statute or agreement they are designated as tax free, of th~ United States, ,ir :111\ st,lk, Ilr political subdivision thereof, or of any foreign country, which are owned at the time of death; ,,:: '''''''''e ",'1"'''' IV>IC"-" silvlClwatt:, pictures, books, works of art, household furniture, horses, carriages, auto:1]i';'iles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent, togdhcr "iih the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all chI 111' Jue and (lwin1.-- decedent at the time of death, and all promissory notes or other instruments in writing f(lr the p;p;mell! (If money of which decedent died possessed, of whatsoever nature, with interest thereon, if am, ,'I\ing the Ca,:: value and estimated fair market value thereof, and if such estimated fair market value be less than the facc value. it sets forth briefly the reasons for such depreciation as to each item; all moneys pa:-able U: the c s tit ie '':';'[11 life irisurance policies carried by decedent; all annuity and endowment contracts the pr"cn:d~ .y',\hic '~v:Jble upon the death of the decedent; all and the corporate stocks and dividends due thercol1 :1'1<1 'in." d:iU' nf de:1tl1, bonds and accrued interest thereon to the date of decedent's dC<lth and other '. nwncd by the decedent at the time of death, with the market value there. of a I '-;llCh I ird.", In the case of securities of close or family corporations, the values reported are as far lible substantiated by financial statements of the corporations, showing the assets and liabiliti 'eof as of the date of death. The schedule also sets forth the interest of decedent at the time ,h in any co-partnership or business, and in support of the value of such interest there is annexed i schedule, financial statements showing the assets and liabilities of said co-partnership or 1:>,usine~ )py of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreemel ~ther with a statement setting forth the character of the business, its location, and such other fa< taining to the business as may be pertinent to a fair and just appraisal of the decedent's inter~ "ein must be submitted. It should also set forth in itemized form, together with the fair market val 'eof, 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 inqui ained therein and in the case of transfers of property, real or personal, within two years of decedent h, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at r death, said schedule sets forth the nature and value of such property, to whom transferred, t tionship of the transferees to the decedent, the proportionate share received by each transferee a other facts of a pertinent nature regarding said transfers. In the case of transfers intended effect in possession or enjoyment at or after death, there is also attached to the schedule a co: he deed, trust agreement or other instrument creating the trust. TherA is also set forth in sa. dule a list of all property, real and personal, with its value, which pa~ses at decedent's death 1 .Ie of the exercise by decedent" ei ther individually, or jointly wi th another, or any power of appoin vested in decedent, either individually or jointly, by the will, deed, or other instrument of anothe 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 a: )ns beneficially interested in this estate at the time of decedent's death, the nature of their re~ ive interests, their relationship, if any, to the decedent, together with the ages at the time < dent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It al~ ~ins a statement showing which of the beneficiaries named in the decedent's will, if any, died pri< ~cedent, the dates of their death, their issue, and the relationship of such issue to the beneficiar: That Schedule E attached hereto and made a part hereof sets forth all property, real and pel I, owned by the decedent jointly with another or others, including intangible, standing in the nan le decedent and others, plus the date and place of record of instruments effecting the vestiture ( estate and the date of acquisition of personalty, plus the name, address and relationship, if an~ )-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debl ieductions claimed for and on behalf of this decedent's estate, including fUneral expenses paie Ly exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary' lssions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli ; services, in consequence of the death of the decedent; debts and claims owing and unpaid at time ( 1; taxes accrued chargeable for period prior to decedent's death (except those allowed under Sectic )f the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obligl 5, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon r~ t, that if the amount actually paid in settlement of any fee, commission or debt is less than tt nated amount claiming and allowed, that the same will be reported to the Register of Wills, and thl imount of tax assessed can be reassessed in accordance therewith. the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed thereir been carried forward and properly registered in the Summary. lbscribed and sworn to before me this ................................. ..i(" ;4\ day Ofr:p~~'J-m .......... 19...19. .........~.........,..~..~~.~~7;k............................. " :' .\ .,~ . :j ~ mlZrE1;t~;1~~v./-m.. . ...~.q.. .t..~.~.~.....~.~.Q.n.....~.~.~.~.~.t........................_..... (Street Numbe1') ...........~~E.!.~.~.!.~..~......~~...~......!.?.9..!.~ ................................ (City or Town and State) ,k7l:}"~;.lii ~::..'~;''i-e l"'.Ll. ~(fo .rr'.~'; Before signing affidavi t make sure all blank spaces in the af'f'idavi t and schedules annexed ar ~d in with details or the word "None", and in case the assets include rare and unlisted securities 'ities of close or family corporations or an interest in any co-partnership or business, that th and statements required under the paragraph above relating to Schedule "B" are attached. Also mak tin that column #1 in the "Summary" has been properly completed as above-directed. LAST WILL AND TESTAMENT I, HOWARD M. DEWALT, of the Borough of Carlisle, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament hereby revoking any and all former Wills and Codicils by me made. 1. I direct my Executor hereinafter named to pay all my just debts, funeral and testamentary expenses as soon after my death as practical. 2. I direct that all of my estate, both real and personal property, shall be sold by my Executor and converted into cash, either at public or private sale, according to his discretion. 3. After the payment of all such expenses and taxes, I give the residue of my estate in the following manner: -(a) One-third thereof unto my brother, Amos Dewalt, 260 East Louther Street, Carlisle, Pa. (b) One-third thereof unto Catherine M. Trego, 727 North Pitt Street, Carlisle, Pa. (c) One-third thereof to Grace Steele, Meadow Lane, Camp Hill, Pa. In the event any of the aforesaid persons shall predecease me, then I direct that his or her share shall pass to the survivors or survivor, absolutely. 4. I hereby appoint Roy E. Hoffman, Carlisle, Pa., as Executor of my estate and I direct that he shall retain the firm of Martson and Snelbaker in the settlement of my estate. LAw Op:'F'CES \RT60N AND SNELSAKER ;'iA-~-n I (~at.) {( u~ (( { f Howar M. Dewa t PAGE ONE IN WITNESS WHEREOF I have hereunto set my hand and seal this /1.J1<- day of July, 1974. 7-.t 1/~{ (~ Of) l, ( L1'<'JY Howar M. Dewalt (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testator and of each other. /J1 ~ d~W!lp--l f!aVu~ t7f ~ LAW OFFIC~. ITIION AND SNEUlAKER PAGE TWO October J, 1977 I, Howard Dewalt of 46 Kerrs Avenue, Carlisle, Pennsylaania being in sound mind do hereby this date remove the name of Mrs. Catherine Trego and her residue from my last will and testament. Signed: this Jrd day of October 1977 Witness: &'11'" ~ . C~1/J; l/LIa, Cfh~d 1Y~v~!.J t0uL-~!) Howard Dewalt RC C-34 (4-73)' ,COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENI SCHEDULE "A" REAL PROPERTY * Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant in common with another or other, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wi th a general description of the property, with (I 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 DE<;:EDENT'S DEATH ESTIMA TED MARKET VALUE ALL THAT certain lot of ground situate in the First Ward of the Borough of Carlisle, County of Cumberland and Commonwealth of Pennsylvania, having thereon erected a brick dwelling house being known and numbered as 36 Kerrs Avenu . IT BEING all of the property which the Frog, Switch & Manufacturing Company, by its deed dated April 25, 1952, and recorded in the Office of the Recorder of Deeds in and for the County of Cumberland and State of Pennsylvania in Deed Book 'ly", Volume 14, Page 451, granted and conveyed unto Howard M. Dewalt and Erma R. Dewalt, his wife. The said Erma R. Dewalt having died April 7, 1963, title vested entirely in the said Howard M. Dewalt. SAID PREMISES were sold and conveyed to Roger W. Myers on December 7, 1978, for a price of $5,000.00 SALES PRICE /// $2,140.00 $5,000.00 ASSESSED VALUE: Building: Land: $1,860 280 $2, 140 Total Insert this total opposite "real prope. if", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. $5,000.00 s. 0 .:J 0 . 0 -;, . , . ~ LA W OFFICES 1II/ka//t $c./l1a/tIJO/lJ .9.'tt HENDERSON BLOCK TEN EAST HIGH STREET. CARLISLE. PENNSYLYANIA 17013 AREA CODE 717 243.3341 MEMORANDUM.OF SETTLEMENT Date of Settlement December 7, 1978 Assessed Valuation $ 2,140 00 Sold By Roy E. Hoffman, Executor of the Estate of Howard DeWalt Sold To Roger W. Myers Location of Property 36 Kerrs Avenue. Carlisle. PA Purchase Price ................................... Down Payment ................................... B a J a n ce ... .. ... ......... .. .. . .. . . ... .. .. . . .. . . .. . .... $ 5.000.00 $ 200.00 $ 4,800.00 Balance paid as follows: $ $ $ $ $ $ Prorate of Taxes: School from $ 124.76 7/1/78 12/7/78 -penalty-not paid $ 53.62 (Seller owes) To County !){R3M Borough $ 62.92 from 12/7/78 To 1/1/79 seller to buyer .............. Total pa id by In:I;){N>mxookx .............. Check List: Water Rent Sewer Rent $ 5.00 (Buyer owes) Municip;J1 Assessments $ 48.62 Gas Bill Electric Bill Special Assessments Insurance-(Assigned, cancelled) FEES AND EXPENSES TO BE BORNE BY SELLER BUYER Realtor's Commission. . . . . . . . . . $______ Tax Proration. . . . . . . . . . . . . . . . . $___if.~ 62 Acknowledgement. . . . . . . . . . . . . $ 2 . 00 Satisfaction of Mortgage. . . . . . . . . $___ Transfer Tax. . . . . . . . . ... . . . . . . . $._ _50.0.0_ Preparation of Deed and settlement $ $ $- $----- --------- $. --- $. $- $--- $- $- $- Total $ Recording of Deed. . . . . . . . . . . . . $._-9_'-'oQ_ Recording of Mortgage.. .... ..... $_____ Acknowledgements . . . . . . . . . . . . $_ ______ Transfer Tax. . . . . . . . . . . . . . . . . . $__50.00_ Tax Proration ................ $____ Title search, including settlement. . $____ $ $ ---- $ $ $ $ $ $ $ $ Total $ 100.62 59.00 .' pee -?F' HFsrnENT DECEDENT SCHEDUIJ_E "B'T PERSONAL PROPERTY .'~ /j. .::'\ . t\ .."'i':: - "U COMMONWE\LTH OF PENNSYLVANIA TnANS~'En INHERITANCE TAX I!\STRUCTIONS: 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 person~,l property, titled in the name of the decedent, but payable at death to another or others, including but not limited t.o P.O.D. U. S. Savings Bonds and tenta- t.ive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangibl e personal property shoulrl 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 any undistributed es tate 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 No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET V ALOE DEPARTMENT VALUATION (Do not write in this space) 1. 1963 Chevrolet Impala Sedan, Title No. G154l4017, Vehicle Identification No. 3l869B150205, Title issued July 8, 1970, Originally titled January 21, 1963. Registered in name of decedent. Vehicle sold to Amos Dewalt for a price of $200.00 $ ./' ,/ 200.00. 2 . Refund, W. R. Stubbs Insurance, automobile insurance 3 . Proceeds, Sale of Household furnishings, Bricker's Auction House, 10/18/78 4 . Sick Bene fi t , White Circle Beneficial Association 5 . Cash on person of decedent at date of death 7.20 334.45 40.00 641. 00 / I I (nser t this total opposi te "Personal Plroper ty", Schedule liB" in the "As Reported" column on the last page of this return. x X $1,222.65 l" 2LL. GS Commonwealth J1t\ National Bank L2-~ September 29, 1978 William F. Martson, P.C. Henderson Block Ten East High Street Carlisle, Pa. 17013 Re: Estate of Howard M. Dewalt Dear Mr. Earp: In reply to your letter dated September 22, 1978 on the above estate, the following information listed below is as of D.O.D. September 8, 1978: Checking Account - #182-108918-0 $273.58 Opened - 8-29-77 Joint with Amos Dewalt Statement Savings - #18-0040052-3 $2.73 Opened - Accrued Interest - $.00 8-29-77 Joint with Amos Dewalt Certificate of Deposits - Princ. Accrued Int. 1118-3582 $5,000.00 $54.46 Joint with Amos A. Dewalt 18-3583 1,000.00 4.03 Joint with Amos A. Dewalt 18-3584 1,000.00 6.82 Joint with Amos A. Dewalt 18-3585 1,000.00 12.77 Joint with Amos A. Dewalt If you have any questions, please feel free to contact us. Very truly yours, xtI~~ ~~,a Daryl S. Myers 7 Vice President DSH/cg The Commonwealth National Bank, 10 South Market Square, Harrisburg, Pa. 17108 (717) 564-9500 \.. .. RCC- 36 COMMONWEALTH OF PENNSYLVANIA TRANSrcR INHERITANCE TAX SCHEDULE "c" TM.NSFEnS 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) YES (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer 79 (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 enj oyment 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) 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) 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 lif'etime 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) 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 c01l1d 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) 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 DESCRIPT ION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) 1. Certificates of Deposit, Commonwealth National Bank. Said certificates were changed from single ownership of Howard M. Dewalt to co-ownership with Amos Dewalt, his brother, on July 11, 1978. No. 18-3582, $5,000.00 $ 5 ,000. O()...- ,- Accrued Interest to Da te of Dea th 54 . 4 6 '" No. 18-3583, $1,000.00 1,000.00,. Accrued Interest to Date of Death 4.03" " No. 18-3584, $1,000.00 1 , 000 . 00/ Accrued Interest to Date of Death 6.82... ..- No. 18-3585, $1,000.00 1,000.00/ '" Accrued Interest to Date of Dea th 12. 77,.- " Insert this total opposite "Transfers", Schedule "CO in the "As Reported" column on the last page of this return. $8,078.0V <3 \ 0.1 '3 0 0 . RCC-37 (12-63) COM!\IONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BEl'\EFICIARIES \ h RELA TIONSHIP I BENEFICIARIES AND ADDRESSES (If step-children or I SURYIVED DATE INTEREST OF State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY aye an interest, vested, contingent or other- are involved, set STATE YES BIRTH IN ESTATE wise, in estate) forth this fact.) OR NO Amos Dewa 1 t Brother 1/2 of Estate Residu 260 East Louther Street per Item 3 of Last .- Carlisle. PA 17013 Will and Testament. as -, -, hv Cocli ('; ~ under date of I October 3. 1977. -t- -- _.- Grace Steele I None 1/2 of Estate Residu -I -- 823 Meadow Lane per Item 3 of La ~.t_ __ I I . Camp Hill PA 17011 ~ W~ll and Teatament. , -_. I ~...~, --._-~-_.~-- "-.- j as amended by Codici j j under date of --~..~---- I I j ---.-.-.--.---- I i October 3, 1911~ I I ! I --,-....__.._- -- I I i , [ +~------'- --_.-._--- ! i I ! I : --.-. , ! ----- -~---^.,..__..,- ___._.,._u_ ! I ----,-. I I - I Deponent further says that all the ~}ove-named bene~iciaries are living at this time except below: NAME DATE OF DEATH I RESIDENCE --..--- .... ~ .s ..... ~<~ ti:: c '2 <Ii S .- ~.= S _. 0 'OOou ~ g: ~u--g ;tit u ;::l 0 ~ S ~ ~ IX: SUMMARY .(Sch, "A") ................... ...... (Sch. "B") .....( Sch. "e") Real Property ............... Personal Property Transfers Gross Taxable Estate ( 1 ) (As Reported) (2) (As Determined) $ $ ........... ..... $.. $ $. $.. $ $ q. '" $ L $ ~ '0 Z <Ii .... til . ell <1:l <'J ....l <l) ...... <Ii >< "'" U ~ til <Ii ~ (fJ Cl - ..... ~ -< (1$ CII: 0::; J:1.. '2 Cl. A-o 0 (1$ Cl. A-o 2: ~ ~ -< ~ :I: :I: til ~. r- Eo< E-< '" Q til I: -< ... 'Z 0 ~ ::r: '" Q:) 0 E-< ~ Z E-< (fJ A-o J:1.. til ...... ~ 0 ------ 0 CII: I: >::::: .s 0 0 ~ Cl. ',p til <l.i ~ 0;: E-< ...... ;.. CII: .t: 0 " E-< I: '" -< ...... 1::- 0 '2 ..... 0 E 'E ,;'. <l.i 5 ... - ..... 0 I: ~~ -:::: 0 ....l U U RCC'-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY CCMMONWE!\LTH OF PENNSYLVANIA THANSFER INHElUTANCE TAX INSTRl'CTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly with 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 under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name I unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. l Percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1. Checking Account No.182-l089l8-C, Commonwealth National Bank, registered in names of decedent and Amos Dewalt, brother. Account opened August 29, 1977. Date-of-death Balance: $273.58 100% $273.58.... 2. Statement Savings Account No. 18-0040052-3, Commonwealth National Bank, registered in names of decedent and Amos Dewalt, brother. Account opened August 29, 1977 Date-of-death Balance: $2.73 Accrued Interest: $0.00 100% 2. 73/ 0.00 $276.31 '2-lG.3\ Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. .R C C-S9 (1lo77) County, Number and Name File Number Date of Death File Date Estate Name Dewalt (L.AST NAME) Cumberland 21-7~-51~ Seotem er . lY7H Howard M. SUMMARY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (FIRST NAME) (INITIAL.) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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 Schedul es "A", "B", "C", and" E". Dated: 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: REGISTER OF WIL.L.S INVENTORY VALUE AS REPORTED V ALUE AS APP RAISED CODE VALUE AS REAPPRAISED CODE Real Property (Schedule A) $ ),UUU UU $ 004;- 00+ Personol Property (Schedule B) 1,222 61) 10+ 10+ Joint.Held Property (Schedule E) 276 31 ~O+ Tran$fers (ScheduleC) 8.078 08 30+ TOTAL GROSS ASSETS lla.~77 Ola. Less Debts and Deductions 40- (SCHEDULE F) CLEAR VALUE OF ESTATE PRINCIPLE FACTOR VALUE !~ Valuation of life estates or ..:&.- t= annuitles....................._ $ t= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tox on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 5% 10% 15% (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. * TOTAL TAX $ t= Less tax previously paid 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 Estote tax paid $ $ c $ $ BALANCE DUE $ $ TOT AL T AX BALANCE $ PAID $ Add interest at rate of 6% from to Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 9 3C-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 some should be noted below, with short explanation. " Eo-< ...J Z 'tl ~ ~ Gl (/l ... '" - CIS :::!: o:l ~ (l) Gl ;>0 ~ lJ ex: (/l Gl c.. - Q < c.. ex: ~ < c.. ~ oE Q c.. ~ 0 ;>- Z w ~ w - ~ ::I: ::I: ~ >. Eo- ~ Eo- Eo-< 00 Eo-< 0 :c I:: :z tl:. ~ I:: ex: Z - Eo-< 0 Eo-< (l) 0 ~ (/l c.. c.. 0 ~ '- ~ ~ 0 ex: ex: ..c: .s ~ ..... - ..... Eo-< CIS CIS Eo-< (l) ... '- ~ ..... ~ 0 00 :::!: '- I:: .= 0 >. 0 ..... E =-8 (l) I:: ..... ::l E ..... "0 CIS 0 0 ~~ ...J U U . . . . COMMONWEALTH OF PENNSYLVANIA I RESIDENT INHERITANCE TAX APPRAISEMENT DATE 9 April 79 Cumberland 21-78-0511 REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COUNTY FilE NO. <4:t.....,-_....-..,.,..."""''''_'.-..'~...,...___.,-..~.=......".,.~_'ltIIIo Howard M. DeWalt Whereas, late of in the County of Cumberland Commonwealth of Pennsybania, having died on the 9th day of September 19 .2!., 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: Carlisle In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of tile 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 col:ate:al rate on any such future interest. DESCRIPTION OF ASSET -UNIT ,I APpr;~ VALUES Made for I nheritanc, Tax Purposes $ I Real Estate '1 nnn inn -, " Personal Prooertv I 1 .222 fi'1 '"'''''' 'T'r"'~"" -F"....., R.07R OR Tninrly H",ln ;./J(:, 1 Total Assets 14,577 04 L_ I l- I , I i I I .- I ! --- Have been duly sworn according to law, I do hereby certify that the abov~ appraisement is made in conf.nrmity with the law on this 9th day of Apr~l 19 TI_ . Appraiser H (Numb~ and Street) arr~sDurg, (Post Office) , Penna. ~ s:: c u '" ~: ~''-.. !: ~: . 0). ("' ~~ ~ 8: C" ( - ~ '..., o :i) ..... CI:l .... C/) ..::.1 .j,J,~ ..-I; ~: "'tV; ~: .. :l~: '0; ~ C'!3: g ::t:: '1:l (l) ~ C>) al Q f~"'l o (l) ..... l'll ....:j 0): ..-I: :/l: ....: ..-I: ~: C'!3: u: ON o-t co: .....: I: 0\: I: ~: -.... () :::::. ...c:: ..... l'll Q-, Cl '-'... 0 (l) ..... l'll C\ ..... (i) .:.:: \.) 0 C4 ..... ..... ~ CIO Q) ..... e (l) Ul "re Ql- '- Cl., 01 Cl., n;; ~ 0.., t{ \0 o ~ 0\: ..... : 0\ ""-< ..-I: ....: ~: Po.; <l:: 0\: Ql- I:.l tE o tr; i.... 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