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RCC-33 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT 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 Re1l:enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
AFFIDA VIT OF
EXECUTORS
Late of
~
County of
CUmberland
Jay E. Gettel, Catherine E. Shetter and W. Ieroy Gettel
of the estate of the above-named decedent being duly sworn, depose and say
} '"
State of
~
ExecutolS
Decedent died
14
, 19'~{testate leaving a last will, copy of which is hereto ottached..}
(YEAR) ~
July
(MONTH)
Name and address of attorney or }
other authorized representative te> whom
all correspondence should be mailed.
(DAY)
MXREA & DAVIS
24 West King Street, Shippensburg, Pa. 17257
That as such 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: - no exception
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S...FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Nll>Y,<:_.
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 this 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, trus t companies, or other institutions, whether individually, or in trus t for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day primf to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, 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 investment seCUl:lics owned by the decedent at the time of death, with the market value there-
of a t 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 t.he time of'
death in any co-part.nership or business, and in support. of' the value of such int.erest. t.~ere is annexed to
said schedule, fInancIal statements showing the assets and liabilities of said co-partnership or l1usiness.
A copy of' the co-partnership agreement, (if oral, a statement setting forth the nature of' the agreement)
together with a statement setting forth the character of the business, its location, and such other f'acts
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 with the f'atr 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' transf'ers of property, real or personal, within two years of decedent's
death, in contemplation of' decedent's death, or intended to take ef'fect in possession or enJoyment at or
after death, said schedule sets forth the nature and value of such property, to whom tr~sferred, the
relationship of the transf'erees to the decedent, the proportlonate share recelved by each transferee and
all other facts of a pertlnent nature regardlng sald transfers. In the case of transfers lntended to
take effect In possession or enjoyment at or after death, there is also attached to the schedule a COllY
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, wlth lts value, which passes at decedent's death by
virtue of' the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other lnstrument of' another,
wlth a copy of the instrlooent creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof' sets f'orth the names and addresses of all
persons benef'lcially 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
contalns a statement showlng whlch of the beneflclarles named In the decedent's will, if' any, died prior
to decedent, the dates of their death, their lssue, ~d the relatlonshlp of such lssue 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 jolntly with another or others, lncluding lntanglble, standlng in the name
of the decedent and others, plus the date and place of record of lnstruments effectlng the vestl ture of
real estate and the date of acqulsitlon of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F at.tached hereto and made a part hereof sets forth fully and in detail all debts
and deductlon" claimed for and on behal f of this decedent's estate, lncluding funeral expenses pald;
familyexemptlon, where applicable; costs of adminlstration of' this estate; counsel f'ees and fudiclary'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 1\I1]lail1 at time of'
death; taxes accrued chargeable f'or 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.
Subscribed and sworn to before me this
--;:/)", IccJday 00fi~,? ..,.'
/ l--; t; ) i (, II I
79
.... 19............
"C":;;";i;.nd "F~d the,etn,
p .~tifJ ~
tar lbute #3, Shippensburg, Pa.
...<...............~..L.(:L~.~:.:.....\..',..~.\......E.........."j..l/2C,:.c.....................
(E~ecutor.-~
R.R.*~, snippen:slb\1rg~~a. 17257
That the totals of the appropriate columns in Schedules "A", "B",
have been carried forward and properly registered in the Summary.
/
(Street Number)
....474..~r~~~tmt~~tlJippensb~~I~~a.
NOTE: Before signlng affldavlt make sure all blank spaces In the affidavit and schenules annexed are
filled In with details or the worcl "None", and in case the assets include rare and unllsted securlties,
securitles of' close or famlly corporations or an interest in any co-partnership or business, that the
data and statements required uncleI' the paragraph above relating to Schedule "B" are attached. Also make
certaln that column #1 In the "Summary" has been properly completed as above-dlrected.
,
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FlCC.)" (4-73)
COMMONWEALTH OF PENNSYLVANIA
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 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 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 schedul..
(1 )
(2)
(3)
DE PA RTMENT
VALUATION
CAUTION
(Do not writ.
In thIs space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
Real estate situate in Southarrpton Township,
Franklin County, Pennsylvania, containing
approximately 36 acres, with inproverrents
thereon, having been conveyed to the decedent
et ux by deed of Walter F. Brake, Executor
of the Last will and Testam:mt of Joseph B. Shoop,
dated March 29, 1937 and recorded in Franklin
County Deed Vol 261, Page 377. Arranda Gettel,
wife of decedent, died July 1, 1960.
Sale Price
,- "Y
-.....)'.
/- ....!.---JV
\ " -
/v.
,.-
74,100.00
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.
74,100.00
'14,loc .C'o
RESIDENT DECEDENT
SCHEDULE liB"
PERSONAL PROPERTY
RCC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: 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 or the decedent, but
payable at death to another or others, including but not limited to P.G.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the ract that they are not or the administered estate.
Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household
goods, and rurnishings, 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 or 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 rully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
R(eceipts trom public sale of personal
property
8,457.40//
Checking Account, The Peoples National Bank
of Shippensburg, #25-607-2 vJ~.v> "\ '"
~'J 1--\'
Net receipts from sale of steers
"7
843.82
640.00 ,/
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page or this return.
x X
9,941.22
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IN WITNESS '~EREOF, I. WALTER B. GETTEL, the Testator.
have.to this my last Will and Testament typewritten on two (?)
. :! 1\
sheets of' paper, set my hand and seal this' /' (fay of' A..gust.
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REV-518 (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Investigation bivision
NOTICE OF FILING OF APPRAISEMENT
Jay E. Gettel and W. Leroy Gettel
Star Route #3
Shippenshurg, PA 17257
(Executor or Administrator)
Catherine Shetter
R.R. #5
Shippensburg, PA
In Re: Estate of
WalterB. Gettel
Cumberl...,and
County - File No. 2 1 -7 R- 5 h 5
Dear
You are hereby notified that the Original
appraisement in the estate of Wal ter B. Gettel
has been filed in the office of the Register of Wills of Cumberland
County on ~] May ,19-+-9-' Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$7~,'nO~oo
9~94l.22
None
None
$84,04L 22
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.
Date
:n May 1979
Signed \_~~..-o C=~)~
C
Title
Administrati~e Officer
NOTE: This is not a bill.
RliV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
31 May 1979
Cumberland
FILE NO. ..2~_:z.a. c; F\ 5__,_~._
Whereas, Walter B. Gettel late of Southampton Township
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 14t:h day of Julv 19li,seizedandpossessed 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 dnd fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
I n the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent ,fter tl18 ex piration
of any estate for life or for years. the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at ttlG lawful collateral
rate on any such future interest.
DESCRIPTION OF ASSET
UNI r
VALUES
Appraisernent
Made for Inreritance
Tax Purposes
.Toin'l-lv owned
'1'0'1-0:11
$ 74 100 i 00 ~
9 9 4 1 ..2.2...,
None ~
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n 0:11 Pronertv
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Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this ~ Ie t day of Nay l ~ (..', ~~ .__~_. 19 --1..].
U Appraiser
(Number and Street)
Har,....i C!'h1''''''g
(Post Office)
. Penna.
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