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Home My WebLink About05-18-79 - Inventory of the real and personal estate of Edna E. Long deceased. 1. The First National Bank of Shippensburg, PA - Savings Account No. 1-08329-1 $ 21,254 34 2. The First National Bank of Shippensburg, PA - Checking Account No.277-792-0 1,273 57 3. The First National Bank of Shippensburg, PA - Christmas Savings Account No. 2-560-6 100 00 4. Medicare Reimbursement - Pennsylvania Blue Shield and Medicare lSSrO 5. Household items: Three-piece waterfall bedroom suite - common 65 00 Maple Vanity 15100 Blanket chest - small Victorian type, antique, cedar-lined \ 65100 Stand - dark finish, antique 30100 Sewing machine - Brother, portable, old I 30100 One chair - common 2 50 Miscellaneous linens I 15\00 Quilt tops in cedar chest I 65100 Miscellaneous perfume, lights, etc. on dresser 10 00 Common dishes and other pieces in china closet and buffet I 20 00 Small china closet I 30 00 I Buffet or server I 25 00 Small book shelf - open front II 10 00 6. One $25.00 Series E D.S.Savings Bond - issued December, 1952 54 73 7. One $25.00 Series E D.S.Savings Bond - issued December, 1953 I 52 90 8. One $25.00 Series E D.S.Savings Bond - issued December, 1954 51 18 49 \53 9. One $25.00 Series E D.S.Savings Bond - issued December, 1955 10. One $25.00 Series E D.S.Savings Bond - issued November, 1958 4S 167 TOTAL 23,419 52 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND t J 55: By: Leslie W. Brant, John E. Long, Jr. & The First National Bank of Shippensburg, FA / Trust Officer according to law, deposes and says that they R"rf> FXE'C1ltors of the Estate of Edna E. Long late of -__SQuthmnptoR T9W_nshiR___ ------ I Cumberland County, Pa., deceased and that the within is an inventory made by them, the said Executors 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. The Fitst National Bank of Shippensburg By: ~k\d /~~~r- 0;6~~ LJ;~xf!~kWx being duly sworn sworn and subscribed before me, "'> \L{ 19 79 r'. S1dh, 1:~t3ry Public Shippc(l~burg ~:J:'jUi;;\ Cucnberland County My CGmmiSSlon EX;JireS Mal. 26, 1983 Member, Penrlsylvania ASSOciation of Notaries Address Date of Death 4 Day September Month 1978 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. ~ ~."', '..>- >- " .J Ql I- W ~ III .' >- a::: I- 0 III W <( E-< ell ~ Q.. I- ~ U QI 0 Vl Ql 0 ~ C 0\ >0- I w a::: w ...:l 0 III Ql l- I Q.. .I +-' Q.. C Z I- ...J LL III ~" I LL ...J <( 0 u.:ll rJ Q.. ~ W 0 <( w ~ .;. -'<( a::: 1 > Z ~ .... .' I Z 0 +-' c I 0 ;:l ::3 0 I[ Vl Z u.:ll 0 0 a::: <( I CfJ u (' - Z W Q.. " c: <- III , 'I ..... -.:: II 0 Ql I! ..0 " ~ ell E .... ell 0 III ::3 0 ...J U i.i: m COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28, 1956, P.L. 1757, and Act of June 15, 1961, P.L. 373, as amended) RCC-3 (4-73) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1. Bureau File # 21-:78-513 2. Date of Death --.ScPt8mh~J" 4. 1978 3. Date of Approval 5. The Commonwealth's appraised value of the property for which an exemption is claimed is $ 200.00 (Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 4. Name of Decedent I!dft. B. Laaa 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed. WILL 6; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTH ER 0; (If other, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME ~.11 lIIIt tad "'~hndt st Ol'noob .......11 TOlifII.Jaip R. D. 11240 ADDR ESS 8. estate of LoAa Address of Applicant 336 11257 Official Title Attorney for the Estate of Edna B. ~te May . 1'79 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non.resident decedent's estate. If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis, deliver all three copies to the Director, Bureau of County Collections, Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa. 00 not write below this line - For Official Use Only evenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue ~ Denied* 0 (Si g natur\rg,t~ e~.i ~ !0~o'?~~ fie:):, i\ Or.\ , b..':_......i. iJ b'...IfY (County) ,. -10- U (Date of Approval) (Initials of Register of Wills) (Authori zed Si gnature) (County) (Title) (Date of Referral) (Date of Action) * See reverse side for reasons MUST BE FILED IN TRIPLICATE lication for exem tion has been denied. Date: The application for exemption contained on the face of this form has been denied because Hote: Any party in interest, including the Commonwealth, aggrieved by this action may within sixty (60) days after the date of this notice exercise their rights of Protest, Hotice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. R E V-455 (8-78) , ~ ~. , ,/' l. DEDUCTIONS ALLOWED IN V THE SUM OF G~ OA TO APP.O~.:r.t...J!L"'l (~t> ,~ f,C L'yt J /;~) {/~{__ REGISTER OF WILLS, AG ENT~ OFF ICE OF THE REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS l~ 9 OF Cumb~rland _ COUNTY AND AGENT OF THE COMMONWEAL TH ESTA TE OF Edna E. Long LATE OF Southampton Township, Cumberland County,PA DA TE OF FILING APP RAISEMENT T NO. OF I VOUCHER DATE OF DEATH Spptpmhpr 4, lQ7R DATE NAME OF PA YEE REMARKS AMOUNT I ._---~_. _.__j.u__ f ~ ~~i~fr~t ~~tlonal Ban 0 I Shippensburg, PA & John E. L -. T--------, . I -1Robert J. Yocum Attorne -.--:-----.-..- IRegister of Wills and Recorder .-.-j-----.--.Q.L Deed? of Cumberland Count J. Register of Wills of ..-----. C ber C n PA I .f.-.-------, ----.--t--..--- I , I _.~.._._-- [ ----j---f_ -----1------, I , --_.__.~.---I -------i-..- '--1 -.-...r -----+--- I I = - --I----~--t~= I I ----...--.!- - - --','---'- _. -- --I .-- - .........j.---.---.--- I I I ':"::':"'-_;:~::=,:,,-:.:~n.-==.:.,~." __.'~ Burial Ex ense robate of Will and short certifi- cates Cumberland Law Journal Advertisin Letters Testamentar l--- 31fillL I , 73 .:q2-0__. .-1_~1 00__ t---+- !}-i-QQ.".. I I ..1.!L.QD___ i 1 l7Q_h_ 'Ie Company Advertising Letters Testamentary Medical account Valle Medical Grou , Executor's fee file Account and record Releases filing Inventory, Appraisements, ado D I 1 17Q-F8 10~JL_ -~+QL --t-- =i-+--- =1=-1-=- I s Professional services rendered 1---- , i --.-r---- I i I .~.-'i---~-""'-.. I -------r.--.--- l --_.._-~--_.- i i ---.-.--1-.. - - -f-_._--.......)...- '--,,- --------- -_..~.- TOTfi . .-. -..+.------......- ..I.... -.... -,. j : -----1t~_%,=j9,A:;, o~ COMMONWEAL TH OF PENNSYLVANIA eol.; h TY OF C U-rn b.z t' \ 0 (,eA SWO;~N .AND SUBSCRIBED BEFO ME THIS~-f~ ( . IY/. ) v 9-} .. \~Q~'--~-~/ ,~t ~-,.. ,0"";"",11'- ~" . ,~r:':;>""'".;~(',~ ::u;;:; ',\ :.:,' t,j~~'1 CCdr:ry Ok!! ?G. 19S.3 } SS: The First National Bank of Shippensburg I .JOB.!l E. Long.Jr. & Leslie W. Brant. Trust Offic.er/ HEREBY CERTIFY. THAT TO THE BEST OF MY r<'r-J(;WL.FCG[ AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES A~lD EXP[hSL:. OF ADMINISTRATION SUBMITTED TO THE ESTATE OF F.r1n::l F. Tnng _ ____.._.... DEer" D, A5 DEDUCTIONS FOR INHERITANCE TAX PURPOSES, (j,_/~,_ / ,/-/'1 , DAY OF (/ [/ / ' - (L.S,) The First National Bank of Shippensburg By: /(t';/a!t /5~~, r Leslie ~ Brant, Trust Officer (L.S.) ~/y L.::~-;,;-"?'0:~ r'~':::l:/:; P'..;,';:~s.,_r.l~-l:-,~. :-:..::- :~:'(I:-: of ~](l:::r;es r :"." (~'" " '-7 ~, J1/!/1 COMMONWEAL TH OF PENNSYLVANIA DEP AR TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 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'olenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE EST A TE OF } Edna E. Long (STATE FULL NAME OF DECEDENT! Late of Southampton Township, Cumberlan<i:ounty AFFIDAVIT OF EXECUTORS XNMJNfnoc~~ State of pennSY1Vania.~ ss: Cumberland df +fi~l~rr~t ~~~~l1aIr~~~k ~P~fifpt~~shll1'g, Penn<;yllT?T1ia. of the estate of the above-named decedent being duly sworn, depose and say and John E. Long, .J l' Executors County of 1l~}(1( September (MONTH) Name and address of attorney or } other authorized repres.entative to whom all correspondence should be moiled. Decedent died 4 , 19~J testate leaving a lost will, copy of which is hereto attached. } (YEAR) ~:1P.Jt'l< (DAY) Robert J. Yocum. Esquire 116 East King Street, Shippensburg. Pennsylvania 17257 That as such Executors deponent is familiar with the affairs of said estate and the property constituting ( EX E CUT 0 R-xJGi[i"OCOOX~Jon{) 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 fullowing: - NAME AND ADDRESS OF BANK OR OTl-tER 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 - That the contents of said safe deposit box or boxes are itemized under Schedules with the exception'of the following, for the reasons hereinafter set forth: of th is return, That Schedule A attached hereto and made part hereof sets forth fully and in detai I 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, 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 pri0r 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 de~'ignated 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, 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 tho ,1..,,' "I' death, bonds and accrued interest thereon to the date of decedent's death and other investrn, i d hy 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 l1usiness. A copy or UH' co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) tog"t},er ',dth a statement setting forth the character of the business, its location, and such other facts l'erlalnl~),!! to the business as may be pertinent to a fair and just appraisal of the decedent's interest therp;1l must he submitted. It should also set forth in itemized form, together with the fair market value theri'of'"ny other property owned or bequeathed by the decedent at the time of death. The Sct>edule C attached hereto and made part hereof sets forth a true answer to each inquiry contained th',rein 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 int.ended t.o t~ke effect in possession or enjoyment. at. or aft.er death, said schedule set.s fort.h t.he nat.ure and value of such property, t.o whom t.ransferred, the relat.ionship of t.he t.ransferees t.o t.he decedent., t.he proportionat.e share received by each t.ransferee and all other fact.s of a pertinent nature regarding said transfers. In t.he case of t.ransfers intended to take effect in possession or enjoyment. at. or aft.er deat.h, there is also attached to the schedule a copy of the deed, trust agreement or oUler instrument creating the trust. There is also set forth in said schedule a list of all property, real and personal, with its value, which paf-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 Ii copy of the instrlllnent 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 cont.ains a statement showing which of the beneficiaries named in t.he rlecedent's will, if any, died prior to deC:icdent, the dates of their death, their issue, anrl the relationship of such issue to the beneficiary. That Sct>edule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly wi th another or others, including intani!;ible, standing in the name of the decedent and others, plus the date and place of record of !nstnunents effecting the vest! ture of real estate and the date of acquisition of personal ty, plus the name, address and relationship, if any, of co-owners to the decedent. That Sct>edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of t.his decedent's estate, inclucHng funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees anrl fudiciary':-; 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 Impairl at time of death; taxes accrued chargeable for period prior to decedent's neath (except those allowed uncler Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledgect 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 therewi tho That the totals of the appropriate columns in Schedules "A", "B", "CO, "E", ann "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this """"""""",,,,,,,,,,,,,, ........... !'!f' day o~ay """,,~~~:nyk ~ ' Sh!f:ey i';, Sr.llth, ~:Dtary Public Shl:::~e~,burg 80;Jugh, Cumberland County My Ccm;::is~ :on E,ir.ires Mar 26, 1983 Member, Pennsylvania A3sociatlOn of No'ar;es NOTE: Before signing affidavit make sure all blank spaces ill the affidavit and schedules annexed are filled in with details or the woro "None", and in case the assets incluoe rare ann unlisteo securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and st.atements required under the paragraph above relating to Scheoule "B" are attacheo. Usa make certain that column #1 in the "Summary" has been properly completed as above-directeo. The By: Fi~st ~ationah Bank of Shippensburg ~~~7?/7Z/"-'t;- ~J /"1. ,f . C"Y ;.:: :l-<:'~~ Ib / ~. '."';""'~~~t'~'~~~Q''''';:'''''''''''''''''''''''''''''''''''' On~"W~,?:t:,,,,~.~,~K,,,?:tr.,(;l,~!:.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,..." (Street Number) .. S.h:i,.,pp~n,~bl..rr.g,~,.",P',e,nnS,y.1:v:ani.a,.... .172.5 7,,,.. (City or Town and State) ,," 19,,]Q, .-C (.-34 14-13) COMMONWEALTH O",.,.,tftY'LY,*,_. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent os tenant in common with another or other, should be identified as to quantum of interest and the estimated value should be thot of the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entirtHies 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 with a general description of the property. with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a. cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not b. deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH NONE - See Schedule "E" 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. (2) ESTlMA TED MARKET VALUE 00.00 00.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Ne~ pee -?'.=; nrSIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY CO~~IONWEALTH OF PENNSYLVANIA TllANS}I<:H INHEFUTA.NCE TAX It\STRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time or 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 estate. Tangible personal property shouln be listed f'irst (e.g. jewelry, wearing apparel, household ["oods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certiricates, 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 No. ITEM List and describe fully UNIT VALUE ESTIMA.TED MAlU&r VALUE DEPARTMENT VALUATION (Do no t write in this space) 1. The First National Bank of Shippensburg, PA _ Savings Account No. 1-08329-1 The First National Bank of Shippensburg, PA _ Checking Account No. 277-792-0 / ~ \(/1' ' The First National Bank of Shippensburg ~ PA _ Christmas Savings Account No. 2-560-7 Medicare Reimbursement -. Pennsylvania Blue Shield and Medicare Household items: Three-piece waterfall bedroom suite - common Maple Vanity Blanket chest - small Victorian type, antique, cedar-lined Stand - dark finish, antique Sewing machine - Brother, portable, old One chair - common Miscellaneous linens Quilt tops in cedar chest Miscellaneous perfume, lights, etc. on dresser Common dishes and other pieces in china closet and buffet Small china closet Buffet or server Small book shelf - open front One $25.00 Series E U.S.Savings Bond - issued December, 1952 One $25.00 Series E U.S.Savings Bond - issued December, 1953 One $25.00 Series E U.S. Savings Bond - issued December, 1954 One $25.00 Series E U.S.Savings Bond - issued December, 1955 One $25.00 Series E U.S.Savings Bond - issued November, 1958 $ 65.00' 30.00' 30.0 2.5 15.00" 65.0 10.00 20.00. 30.0 1 25.0(}""- '. 10.00 54.73/1 52.90/1 :::::1 45.67 I 2. 3. 4. 5. 6. 7. 8. 9. 10. Insert this total opposite "Personal Property", Schedule fiB" in the "As Reported" column on the last page of this return. x X $ 23,419.52 'L?:>. 4 \ Ct. S-2- APPRAISEMENT OF PERSONAL PROPERTY EDNA E. LONG ESTATE Three-piece waterfall bedroom suite - common Maple Vanity Blanket chest - small Victorian type, antique, cedar-lined Stand - dark finish, antique Sewing machine - Brother, portable, old One chair - common Miscellaneous linens Quilt tops in cedar chest Miscellaneous perfume, lights, etc. on dresser Common dishes and other pieces in china closet or buffet Small china closet Buffet or server Small book shelf - open front TOTAL $ 65.00 15.00 65.00 30.00 30.00 2.50 15.00 65.00 10.00 20.00 30.00 25.00 10.00 $ 382.50 RCC'- )S Cll\lMO\',H'!\T.nf (Ii< l'E\'\'::;YLU\'IA TilA\~FI':n 1\]:!cl{IT!~\n: TAX SCHEDULE "e" TR\\''-:FF:IlS ~f~t A r'!"~' ~'1 'J'~~;_:'J 1",,'~-i~{!J\1 ". t\ , /, " ......:...c. 17., ~ l,,/C~'''~') '''\'''~'^'~jf'i:';;(i:' I{~SIJW\'T m:CFIW\'T (ll Did ~e:edellt, within t"o jP'irs t>f',leatll, makf' any transfer of any material par'! of' his estalp, withont rf'cplvlng a valuable ar.d ad'''quflte consider,.tion therefor? (Answer ,'res or no) no (2) Di d decedent, wi thin two years of death, transfer propert.y from Ilimsel l' to himsel l' and another or ntllers (incIllding a spouse) in joint ownership? (Answpr yes or no) no Ul) If the answer to (1) or (2) above is ill the af'fjrmaUve state: (a) Age of decedpllt at time of' transfer eb) State of decedent's heal th at time of maki ng 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 cons idera tion t herefo I' which was to take effec t in possess ion 0 I' enj oymen tat 0 I' after his death? (Answer yes or n~ no (a) Was there any possibili ty 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 transf'er without receiving a valuable and adequate consideration therefor tmder which tl',msf'eror expressly or impliedly reserves for his life or any period which does not in fact end hefore his death: (a) The possession or enjoyment of or the right to income from thl' 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 (G) (b) above is in the aff'irmative, state whether the right was reserved in decedent alone or others (7) Did decedent in his lifetime make a transf'er, the consideration for which was transferee's promise to pay income to or for the benet'it 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 Ii reserved jlower to alter, amend, or revoke, or which could 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 af'fil'mative, was the power to al tel', amend, or revoke the inter- est of the beneficillry rpserye(l in the decedent alone or the decedent and others? (Answer yes or no) no l\OTE1: The answers to these questions should be supporterl by affidavit hy the attewling physician as well as a copy of the death cer-tif'icate. l\OTE 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 transferrer), 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 f'acts on which said claim is based. NOTE 3: List applicahle property below in manner in whtch provided in Schedules A, il, or E. ITEM DESCRIPTION MiUUillT V ALlJE (Estimated) DEPT. VALUATION (Dept. Only) NONE I --L I J Nt~ Insert this t('t:d opposite "Transiers", Schedule "CO in the "As Reportetl" colunm on the last page of this return. - -ncC-JT (12-63) , , CO:\!!\IO~"TALTI! OF n:~~:\'SYYL:\NL\ TRANSFER r:\iiEHlTA!\TE: TAX RESIDENT DECEDENT SCHEDULE "1Y' f~ .~\,,""~,. ' ~itrf/:~~:2Ji,:,A --~.f.. Tfj ,'!I',~>,,(:, J\t'lll ~,~::: :~/,~~,,,~;-,,- ',:,,'.:y.~ BE\; El"Jl':lA HI ES ew um er an , I Hopewell United MethOdist Church I I I Specific Legatee -+- Hopewell TownshiE1 R. D. 1 I j , -l-- --- Newburg, PennsYlv~!lia 17240 I i I I - I -+ Russell M. Long i brother yes J Remainder Beneficiary + R. D. 2 I =t= Shippensburg, PA 17257 - i John E. Long, Sr. brother yes Remainder Beneficiary - - BENEFICIARIES ANn ADnRESS," 1~~l'';i;~:~h?~~I0:-! ~~IVEDi ll'~';= I =- INT;'"'''' nF=C ,Stat, fa'l "m," ,"d add","" af alJ,,:~~J ilr,'.itima[, ''''''',n I DEI;i;!>EN:r.1 OF. BENEi'Ie"B" have an interest, vested, contingent or other-, Jre ,l,nv,olv€d, set I ST.\ r", YE~ I ), I rx ES1\TE I forth this fact.) : OJ{ NO hI R fH I Wii'~~st:~ti'_~.. I ~_____~_______--I-__________.___ Linda Lou Long Frost I Krand-niece I res I ~CifiC Legatee__ 1]]0 Yverdon Drive ! i I I' Camp Hill, Pennsylvania 17011 I I i I David E. LonK i Krand-nephew I yes' !~ecific Le~a~__~ 908 Bridge Street =t -r- I - -,. I -t--- N ChI d PA 17D7D _~ 4420 Old Gettysburg Road Apartment 3 ~ ~ -t- I I Camp Hill. PA 17011 I I I ---- John E. Long, Jr. t-=ew I yes Remainder Benefi c.i<gy__ 908 Bridge Street I i I -------- New Cumberland, PA 17070 , -1-__ - j 1 I -~ I +- -I I - =t- I I ---. I i I ~ - I I , = L- _I =t----j t "ponent f\rrther says that all the abov{!-named beneficiaries are 1 tYing at this time except below: --_.----------~------- NAME ------------ DATE OF DEATH ------- RESIDENCE =- ( 1 ) (2. ) .... SUMMAHY (As Reported) ( .~<; Iktl'nnillcd) ~ "" ," : '~- Heal Property (Seh. "A") $ 00.00 $ ~ . c:: :f1~ 'a 'l) E Personal Property . ( Seh. "B") $ 23,419.52 $ .~ Q'=: ~o.2 Transfers ( Seh. "C") $ 00,00 $ ~ ~: f-~"'C . (SGl1,,,E"} $ 13 ~ 757 . 01 $ :2~;:; ';j :n l--l \,,) ~ 0 $ $ ~ E e ~ a:: Gross Taxable Estate $ 37.~176. 53 $ 00' 1< 0). !:- .-1 '0 Z Cli .... W '" ro <II ....J ili ..... Cli ;>-< ,.,.. () p, < W Cli .,-f r.Il (fJ 0 ..c .... ..... IJl < t") < ~. ~ c&: .-1 0:: ~ 6 '2 =- Lf'l 0.. 0 ~ =- I p... Eo-< '"d 2: .-1 W < W @ < :t :x: W ~ ~, N V'l '"" W '"' r-- 0 .-1 :: Q 7- ..,.. \00 < l:J .j.J ~ Z 0 ..... ..... 0 r-- z ~ (l) C) ~ % r-- (fJ 0 ~ 0... ~ W .....:l ...... !- ~ ..c c 0 .j.J u ..c =' ~ 0::; ~ ;j ... 0 0 ~ :.... .~ w <e: U') c: ;.;.; r-- z ...... ~ " 1 r-- Q. c '" ~ c < ...... .i::' I c ,." ili :: ... c ~ '1llI ~ ~ .....1 U U ----~'~,..~_.~- ... c ~ ~'~. ~ -; '1) E 's ~ ~ "0 0.. '-' ~ E , 0: 6'-i~ -..... .... ==' :n l-< i;..J ;:I 0 ~ E e ~ 0:: Heal Property Personal Property Transfers SU~IMARY (Sch. "A") . (Sch. "B") (Sch. "e") . CSGl1."E."J (1) (As Heportecl) $ 00.00 $. 23,419.52 $00,00 $. .13~}57.01 $ $ 37.,176.53 ( 2. ) (As J)df'rmilwd) $ $ $ $ $ $ Gross Taxable Estate 00 1'-: O'l t-- M '0 Z QJ .... W '" <1l <:l ...l III - QJ >< ,.,. '-' P< .( W QJ ..-1 rJl rJl Cl ..c: - ...... V1 .( t"'l -< ~. ~ CI:: M p:; r.... :;: '0 LJ) p.. O. Q.. 0 ~ Q.. I p.. E-o. '"d ;.. M W -< \.:i @ .( N :t :r: W ~ ;... t-o W f-< f-o 0 M ~ Q 7- ..,... ~ -< t.:l ....., ~ ~ Z C .... ..... 0 f-o z ~ <!) :,j Z f-o (/'J 0 ..0 p.. ~ r.... w .....:l CIi. S ...... ~ ------ ..c: c 0 . ....., u .z CI:: ~ p:; ~ ;::l 0 0 ,.. :.. .~ W <:t: en Il.i ~ f-o z :.- 1 f-o Q C -' ~ -< ~ ...... 5 c .c. ,.... "'" III :: ~ .... ..g ,.- ,.... ~ ~ ....l 0 cJ R C C~32 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schenule must disclose all property, real ann personal, owneri by the riecerient jointly lI'i 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 lmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but rio not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus nate of acqu:isi tion, and the name, address and relationship (if any) of co-owners to the riecedent. Description of Property, Date of Acquisition, Name Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Recorn of Instrument, where Real Estate. ~ . . DEPART1ffiNT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1. REAL ESTATE: ALL that certain tract of land with dwelling erected thereon situa e in the Township of Southampton, County 0 Cumberland and Commonwealth of Pennsylva ia, with improvements thereon, bounded and described as follows: BEGINNING at a point in the center of Pa. Route #174 at corner of lands now or formerly of Mary Ann Brunner; thence by Brunner land North seventeen (17) degrees West Two hundred fifty (250) feet to an iron pipe at common corner of land of Brunner and land of Paul A. Miller et ux; thence by Miller land North seventy-nine (79) degrees thirty (30) minutes East one hundred fifty (150) feet to an iron pipe; thence continuing by same South seventeen (17) degrees East two hundred fifty (250) feet to a point in the center of Pa. Route #174; thence by the center of said Pa. Route #174 South seventy-nine (79) degrees thirty (30) minutes West one hundred fifty (150) feet to the place of BEGINNING. Containing .855 acres, per survey of Thomas A. Neff, R.S., dated March 14, 1972. BEING the same which The Peoples National Bank of Shippensburg, PA, Executor of the Estate of George H. Wolf, by its deed dated July 24, 1975 and recorded in the Office of the ' Recorder of Deeds of Cumberland County, Pennsylvania, Deed Book "E", Volume 26, Page 816, conveyed to Russell M. Long and Edna E. Long as joint tenants with the right of survivorship. FULL VALUE - $27,480.00/1/2 taxable County assessed valuation - $6,870.00- $13,740.00/ 2. One $25.00 Series E U.S.Savings Bond _ issued December, 1966 - registered in the names of Edna E. Long or Russell M. Long - $34.02 1/2 taxable 17.01/ Insert this total opposite "Jointly Ownen Property", Schedule "E" in the" As Reported" column on the last page of this return. $ 13,757.01 \6i\Sl.u~ REV-518 (3-79) COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Leslie W. Brant John E. Long, Jr. Trust Officer for 908 Bridge Street The National Bank New Cumberland, PA 17070 Shippensburg, PA 17257 (Executor or Administrator) In Re: Estate of Edna E. Long Cumberland County - File No. 21-78-0513 Dear Mr. Brant and Mr. Long: You are hereby notified that the original appraisement in the estate of Edna E. Long has been filed in the office of the Register of Wills of Cumberland County on July 16 ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none ~23,419.52 none $13,757.01 $37,176.53 As to such tax that is paid with in 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. \, ("1 Date July 16, 1979 Signed Title Administrative Officer NOTE: This is not a bill. R E V-48 4 (8-78). N b d N 21-Cumberland . Count'y, urn er an arne_ File Number 21-78-0513 SUMMARY Date of Death September 4, 1978 Long Edna E. COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate Name (LAST NAME) (FIRST NAME) (INITIAL) !, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Penn5ylvania, do respectfully report that I hove appraised the real and personal property os reported in the foregoing return at the v..,lues set forth opposite each item in the lost column to the right in Schedules "A", "B", "C", and "E". REPORT OF INHERITANCE TAX APPRAISER July 16, 1979 ~1 '\ C) "- :J . ,/\-.) c- Do t.;:.c1; _ "'. "__ J INHERITANCE TAX APPRAISER <,he undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fuilv ~eport that I hove aI/owed deductions in the amounts claimed by deponent, except os to those items where a greater or less!'r amount is set forth in the lost column to the right in Schedule "F", which greater or lesser amount represents the sum allowed os a deduction. REPORT OF THE REGISTER OF WILLS Doted: REGISTER OF WIL LS Real co" b I ADJUSTMENTS 'NVENTORY VALUE AS APPRAISED ODE (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE - ) "':cy (Schedule Al -L- none 00+ 92+ ! ?'operty (Schedule BI 23.419 52 10+ - :":Jo'''e>perty (Schedule E) 13.757 01 20+ - s (Schedule C) none 30+ - iXL GROSS ASSETS 37.176 53 - l-ts and Deductions 40- 93- HEDULE F) VI\LUE OF ESTATE Person3 ,:'~:rc; . " -franstcr TOT Less De (SC CLEAR Yaluciian of life estates or ~ PRINCIPLE annui~i~;:.:::.... a.. ... ..... ......_ $__ FACTOR E- VALUE !~ ESTATE TAX ASSESSMENTS _ $__ TOTAL TAX == ~ 2% $ 60L $ ,0 $ 15% $ $ * $ $ ~ $-- $ '- COMPUTATION OF TAX :QB.,!:Lsg_O~TER ONLY rox on ~- rex on ~J r ax on ~ -ax 0,1 ~ ," ax on ..') :xem;:tions 'otai Estate Less tax previously paid BA LANCE ess 5% af tax if paid within months "iter death (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. ALAH.:;: OF INHERITANCE TAX DUE dd if,:' i " ut "ate of 6% from $ ___ to 'AOI-',~" OF ESTATE TAX ASSESSED ;to'f( .~"": OQid $ $ $ BALANCE DUE ld ;,; ','~c' 8'~ .Gte of 6% from to J i : TOTAL TAX BALANCE PAID ppfemcntal Codes: (FOR USE IN HARRISBURG ONL Y) 6O-Life Estate 9 2+Rema i nder Apprai sol 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate 48 -;'''~i u stment 49..Ad!ustment 56.-/lnnuity FUR USE OF REGISTER ONLY NOTE: Where subsequent adjustments ~~e made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, WIth short explanation. ADJUSTMENTS \ ~ ...J Z "0 <e .... \lJ Q) r.rJ en - ('j ~ Ol <e Q) Q) >< \lJ u :G r.rJ G) :a c... - 0 <e tI) 0.. :G ~ Il':l <e 0.. \1.. ~ 00 C 0.. 0 Il':l 0 0 E-I ;;. Z ~ <e ~ ,...:! - <e ::c ::c \lJ d ;;.-, Eo-< \lJ Eo-< ~ . 0 -g tIl t- o ::c ~ ~ ::: 0 a; ~ <e ::: :G Z ~ 0 r- III Q) 0 ~ J r-l \1.. r.rJ j.( 0.. 0.. 0 \lJ ~ Q) '- \lJ ~ ~ .0 0 :G :G ::l ~ ..t:: .s \1.l 0 ..... en u - ..... !-< ('j ('j ~ Q) .... '- ::: ..... <e 0 rn :2 '- ::: ..... 0 ;;.-, 0 ::: ..... E ::::.5 Q) \: ..... ~ E ..... '"0 ('j 0 0 :::<e ...J u U REV-457 la-7a) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS p.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPR.l\ISEMENT DATE COUNTY July 16, 1979 Cumberland 21-78-0513 FilE NO. ~""'"'~"~---'~~"""""'~""'-~"""""",",- Whereas, Edna E. Long late of Southampton Township in the County of Cumberland Commonwealth of Pennsylvania. !vlVing died on the 4th day of September 19 ~, seized and possess8C: of a;1 est,2te 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 c2sh value of all annuities and life estates growing out of said e~tate, 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 colliHera! rate on any such future interest. ::~> -- DESCRIPTION OF ASSET UNIT I Appri1isement VALUES Made for Inheritance T-3x purooses $ , Real Estate none i - I - Personal Property $23,41c 52 I -j Joint-Held 13,75 Ol~ Transfers none l-f I I , Total Assets 37,lifs31 I I I ,- I I - - I j I' I I I '- I , I :- Have been duly sworn according to law, I do hereby: certify that the above appraisement is made in conformity with the law on this ~6th day of '-':"' ...--July.. 19 ~. ---.l- ~ ~" .n,ppraiser Harrisburg (Number and Street) (Post Office) , Penna. :>, +-,~ I- e u IV; '- . 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(l) ...... c: W