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HomeMy WebLinkAbout06-19-79 LAW OFFiCES DURYEA, LARZELERE Be HEPBURN P. O. BOX 14e 103 SIBLEV AVENUE ARDMORE. PENNSYL.VANIA 19003 (1-ZUJ) MIDWAY. 9-3~OO JUSTIN O. DURYEA W. HORACE HEP8uRN ANITA B. BRODY WILL.IAM L... VAN AL.EN. JR. DAVID P. BROWN. III .JAMES .J. DURY~A OF COUNSEL: NICHOLAS H. L.ARZ~LERE II June 19, 1979 Honorable Richard E. Anderson Register of Wills Cumberland County Court House Carlisle, Pennsylvania 17013 Re: Estate of Ralph F. Davenport Dear Mr. Anderson: Bill Davenport, Executor of his uncle's estate, will have been in and left with your office a check covering the balance inheritance tax in full, in the sum of $4018.27, plus check for $14.00 covering $3.00 each for inventory and debts deductions and $8.00 for additional probate costs. Find enclosed herewith copy of the Last Will and Testament of the decedent, together with bank statement showing balance as of the date of death. JGD/tkw enc. ",.) , ". / /~ "\. / ./) [7 / / ~ ~--'--"'~'~'-'-'---'-'---"'-"-~------'-'----~~---~~ COMMONWEALTH OF PENNSYL DEPARTMENT OF REVENUE OFFICIAL RECEIPT · PENNSYLVA NHERfTANCE RECEIVED ~~~~~~~~--~~.----FOUR 'l'HOUSAIm EIQ~ . 21/100-------________ representing Pennsylvania Inheritance or Estate Tax due from the following estate: dollars From: Wil11am C. Daven t Address 420 Deart1eld Road 2%Taxon $ $ $ $ $ ~ $ $ 4,018.27 Camp Hill,Pa. 17011 6% Tax on $ e No. 21-78-567 Date of Death 9-26-1918 15% Tax on $ ate of Payment June 19,,1979 % Tax 0 n $ Estate Tax, Act of May 7, 1927 orne of Decedent RALPH F. DAVDPOR'l' , County CUIlberland TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of _% from to $ I I Remarks: I I PAID 011 ACCOUJll' $ urn ~ [p [L~ @illurn SEA L TOTAL AMOUNT PAlO ./ I \ 4\018.21 \ NOTE: This Triplicate Receipt to be retained for audit purposes. Received by NOTE In accepting the transfer inheritance tax an future estates, prior to the death of the life tenant or tenont for years, as evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. ~ '. , Inventory of the real and personal estate of Ralph F. Davenport deceased. National Central Bank Ckg. Acct. #61-35556-1 9984 21 E ~avlngs Bond C-401.-41.4-L71L Dec. 1~59 ~lOU 181. 28 L Savings Bond c-3l3-u91-26bE Dec. 1.95~ $luO 1tl1 2H E Savings C-426-2d5-tl19L Dec. 1~62 :;;lOu I Honc1 161. 36 L Savings Bond c-4'L6-'L35-811E Dec. .196'L $luO Ib1 3b E Savings Honc1 C-426-23b-81.8E Dec. 19b2 $1.00 1.61 d6 I E ~avlngs Bond C-43.1-ltlO-l60L Jan. 1~63 $lUO Ib6 i 64 E Savings Honc1 C-440-14U-240E Dec. 19b3 $1.00 1.54 ~2 E ~avlngs Bond C-44L-2~6-460L Feb. 1~64 :;;10U 15U 40 L Savings Bond C-444-b07-6S1E Apr. 1.964 $lUO 1.00 8U E Savings Honc1 C-474-39L-21.9E June 1967 $1.00 1.33 28 L Savings Bond C04tl6-~92-56tlE Feb. 1.96tl $luO LiO 6tl E Savings Honc1 C-.1-043-blO-201.E Apr. 1.975 $lUO 8b 84 L Savings Bond c-l-04d-51.0-L66L May 1915 $.100 tl6 84 E Savings Honc1 C-L-OU2-1.43-60LE Aug. 1.97b $lUO 8b 84 L Savings Bond C-2-00L-143-b03L Aug. 1~75 ~10U 86 tl4 E ~avlngs Bond C-2 "":UD2"":1'4:3-6lf4E Aug. 19/5 $1.00 tl6 84 E Savings Honc1 C-L-002-1.43-79tlE Oct. 1.97b $lUO 84 56 L Savings Bond c-2-00L-143-199L Oct. 1~75 :;;10u 84 b6 E ~avlngs Bond C-2-U09-82b-OblE Dec. 19'/5 $1.00 tl4 5b E Savings Honc1 C-L-OU9-tl25-05LE Dec. 1.97b $lUO 84 56 L Savings Bond C-2-00~-8L5-1.01L Jan. 1~76 ~lOU 84 b6 E ~avlngs Bond C-2-U09-82S-1LIE Yeb. 19'/6 $1.00 tl4 5b E Savings Honc1 C-L-OU9-e25-181.E Mar. 1.97b $lUO 84 56 L Savings Bond c-2-00!:l-8L5-LOIL Apr. 1!:l76 :;;lOu 82 40 E ~avlngs Bond C-2-u09-82b-244E May 1.97b $lUO 8L 40 L Savings Bond C-2-00~-8L5-L86L June 1~76 :;;lOu 82 40 Page 1. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: WILLIAM C. DAVENPORT being duly sworn according to law, deposes and says that he 1S Administrator err A of the Estate of BAJ,PH F. DA 'iTt:N~O "&T late of New Cumberland , Cumberland County, Pa., deceased and that the within is an inventory made by William C. Davenport 'r the said Adm. CTA of the entire estate of said decedent, consisting of all the personal property 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. June JtU/dA,t~~~ / 19 79 -.-;/;4'4- C t%~ ~~mXAdminis .tor CTA Sworn and subscribed before me, 420 Deerfield Road En~r~~( 3. G~:i:~::;~, tl:::Jry PtlGli: r,ly (",""',:' ,::" [.' ,'::OS i'll, 7, I':,:; N'~w (mn~Fl;Jnd, P,\ (um'.:ctlJn:J Lhillt\ Camp Hill, Pa. 17011 Address Date of Death 26th Day September Month 1978 Year INSTRUCTIONS I. An inventory must be med 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 aHached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- 'D -0 CD .... W ~ ... c-- ~ e:::: .... rrJ III W -< CD <.0 D.. .... .-I u L.{) 0 en H CD CD 0 W W C 0' I J: e:::: Q) III co t- D.. LL .0 D.. c-- Z .... -I S III I LL -I -< 0 ;:j D.. W -< w .-I > 0 e:::: u -;.. N Z .... J Z 0 c: C ~ :J ~ 0 In Z OJ 0 ',l e:::: U Z w -< :z; - D.. " c: III ... -.: 0 CD A " ~ (I) E .... ..! 0 III :J 0 -I U u:: ca ~..~-"--;..~_.,"",... J.. oE;e L ;)l;t1J:.,lJULL e ",' E Savings Bond C-2-015-129-230E Aug. 1976 $100 E Savings Bond C-2-015-129-231E Aug. 1976 $100 E Savings Bond C-2-015-129-331E Oct. 1976 $100 E Savings Bond C-2-015-129-332E Oct. 1976 $100 E Savings Bond C-2-015-129-358E Nov. 1976 $100 E Savings Bond C-2-034-620-409E Jan. 1977 $100 E Savings Bond C-2-034-620-410E Jan. 1977 $100 E Savings Bond C-2-034-620-542E Apr. 1977 $100 E Savings Bond C-2-034-620-525E Apr. 1977 $100 E Savings Bond C-2-034--620-526E Apr. 1977 $100 E Savings Bond C-2-034-620-679E May 1977 $100 E Savings Bond C-2-034-620-706E June 1977 $100 E Savings Bond C-2-034-620-731E July 1977 $100 E Savings Bond C-2-034-620-790E Aug. 1977 $100 E Savings Bond C-2-034-620-832E Spt. 1977 $100 E Savings Bond C-2-034-620-858E Oct. 1977 $100 E Savings Bond C-2-034-620-890E Dec. 1977 $100 E Savings Bond C-2-034-620-891E Dec. 1977 $100 E Savings Bond R27-127-427E Ju1. 1959 $200 E Savings Bond R27-127-428E Ju1. 1959 $200 E Savings Bond R27-127-441E E Savings Bond R27-127-438E E Savings Bond R27-127-439E Aug. 1959 $200 . Aug. 1959 $200 Aug. 1959 $200 Sept.1959 $200 Dec. 1959 $200 E Savings Bond R27-127-444E E Savings Bond R27-483-587E E Savings Bond R32-012-880E Apr. 1960 $200 Apr. 1960 $200 Jan. 1963 $200 E Savings Bond R32-012-881E E Savings Bond R34-593-958E E Savings Bond R34-593-959E E Savings Bond R35-752-920E E Savings Bond R35-752-926E E Saving Bond R33-681-477E Jan. 1963 $200 Oct. 1963 $200 NQv. 1963 $200 Dec. 1963 $200 E Savings Bond R36-034-864E E Savings Bond R36-034-865E Jan. 1964 $200 Jan. 1964 $200 E Savings Bond R36-108-276E Feb. 1964 $200 Apr. 1964 $200 Apr. 1966 $200 Jan. 1967 $200 E Savings Bond R36-108-300E E Savnigs Bond R37-719-106E E Savings Bond R38-832-756E $ 82.40 $ 82.40 $ 82.08 $ 82.98 $ 81.72 $ 81. 08 $ 81.08 $ 80.08 $ 80.08 $ 80.08 $ 79.76 $ 79.40 $ 79.08 $ 78.76 $ 78.44- $ 78.12 $ 77.44 $ 77.44 $358.56 $358.56 $358.56 $358.56 $358.56 $361. 76 $362.56 $355.12 $355.12 $313.28 $313.28 $307.92 $307.92 $309.84 $300.80 $300.80 $300.80 $301.60 $275.76 $272.16 ~~ Page 3 SCHEDULE B E Savings Bond R38-832-757E E Savings Bond R38-832-758E E Savings Bond R38-832-759E E Savings Bond R38-970-152E E Savings Bond R38-970-153E E Savings Bond R38-970-154E E Savings Bond R38-970-155E E Savings Bond R38-970-163E E Savings Bond R38-970-164E E Savings Bond R38-970-165E E Savings Bond R38-970-168E E Savings Bond R38-970-169E E Savings Bond R38-970-175E E Savings Bond R39-087-966E E Savings Bond R39-087-967E E Savings Bond R39-087-968E E Savings Bond R39-087-969E E Savings Bond R39-087-970E E Savings Bond R39-087-971E E Savings Bond R39-087-972E E Savings Bond ,R38-777-952E E Savings Bond R39-087-986E E Savings Bond R39-730-811E E Savings Bond R39-730-812E E Savings Bond R39-087-990E E Savings Bond R39-730-815E E Savings Bond R39-730-816E E Savings Bond R39-730-823E E Savings Bond R39-730-824E E Savings Bond R39-730-825E E Savings Bond R39-730-826E D Savings Bond R39-730-831E E Savings Bond R39-730-832E E Savings Bond R39-730-833E E Savings Bond R39-730-834E E Savings Bond R39-730-835E E Savings Bond R40-105-801E E Savings Bond R40-105-808E Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Feb. 1967 $200 Feb. 1967 $200 Feb. 1967 $200 Apr. 1967' $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 July 196;'7 $200 Aug. 1967 $200 Sept.1967 $200 Sept.1967 $200 Sept.1967 $200 Oct. 1967 $200 Oct. 1967 $200 Dec. 1967 $200 Dec. 1967 $200 Dec. 1967 $200 De c. 1 9 6 7 $ 2 0 0 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Feb. 1968 $200 $272.16 $272.16 $272.16 $272.16 $272.16 $272.16 $272.16 $272.16 $272.16 $272.16 $264.16 $264.16 $264.16 $264.16 $264.16 $264.16 $264.16 $264.16 $264.16 $264.16 $266.56 $266.56 $266.56 $266.56 $266.56 $258.80 $258.80 $261. 36 $261. 36 $261. 36 $261. 36 $261.36 $261.36 $261. 36 $261. 36 $261. 36 $261. 36 $261. 36 RCC-84 18-77) ~OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT , ,. TO: \,'t ,,"\') 'I " '~"-"- \,: ..)\\, , \ \,\ " -~ l": \' .'~ \ , " \. " t ., -.- ,)I.~.,' ." ,k~ / .I i DATE -,...- -" J 1:, f /' ESTATE OF "1'\ ~ .-' { -- , I ( /' ) FILE NO. ~' I COUNTY OF , \. DATE OF DEATH " .j.";~ I (..~y( , i ;', , y',: . i ,\ For County Information purposes only COUNTY FILE NO) Cj /'/ t'- / -------------------------------- -- ---_._- -- ------ - --------- -- - -- --- - --- Appraised Value of Estate: Real Estate Personal Property Jointly Held Property ITransfers $ /" t'::-/ {"~. 'j' J " I ,,:s Total Gross Estate $ -; f.>' ,/ ,/; , ! "",-,I :,. .-, I . ~",-' Total Approved Deductions Clear Value of Estate $ ~~., (-) //(~ Less: Approved Charitable Exemptions Amount Taxable @ '5% Rate $ j / $ tax due $ .: : ,/ /( if// .,. I tax due Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ (?",.)/ / c' II Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 1',/ ! $ JJ( ,,! " . -, 1/ ,....~ I // + $ $ f/.. I.' ) $ ,-, ,-~-.,.' ) / + + BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE J -' $ I i '.,.1 ,r ":"/ \...., ( Interest will accrue at the Inheritance tax from rate of six (6) percent per annum on the unpaid balance of to the gate of payment., 1;/ \ ' \ : I;' ), ,,(, i. . ;.:: i Assessed by:! \' . . '~ '.' '.'J rAg,nt for the Commonwealth '! \.1 , -f' SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF WILL'S COpy 1 rnor-:t:h 2. rnOii!hs 3 rnoni'!-i~; 1 dO'/.~5 2 c~ J\lS :;; dais ,~. d:;ys 5 d~i/;; () (';, '.. 'C 7 days 8 rlBVS 9 (-./avs 10 days ed or. th~~', t'.,'" 19(,": rI\S'~~ou".! ch'i Tax 0'1 2 lu~ €n~C:''':i':''j c....) ,.,...; '-"'~ ('"^' , . _ ,t.. ' I t' \" ..-, ':~.. " ":;T: ~:' -.':ct 'i;\i :""',1 ,. "Cf) .\., :l ('~-"C2 r-' ~ .-,~.. I,) )/ ,,- ~\l .. .~ I I Form RC C-IO ,':/t- / DEDUCTIONS ALLOWED IN , ~ '-~ (- / if .- J (. () . () ~S OFFICE OF THE STATEMENT OF DEBTS THE SUM Of $~L -- REGISTER OF WILLS ,:jit'~::7 f1~j,:=:'Jj Cumberland AND DEDUCTIONS OF COUNTV AND AGENT OF THE COMMONWEALTH . _:.) ,-L: A: .)'.z t.-~'-< /7 /9) 'i1 \. Rtolsl.r of Wills, AQ?~ II 1.h. A t:: f l"S-1l1 v \ v ESTATE OF Ralph F. Davenport LATE OF New Cumberland DATE OF FILING APPRAISEMENT (:~'-i_ f. .,;( L I ct "7 ? September 26, 1978 DATE OF DEATH DATI!: NO. 01' NAME OF PAVEE REMARKS AMOUNT VOUCH"" Register of Wills Probate and 5 Short Ctfs. 25 00 Edwin A. Julius Funeral Services 2377 40 (,'h;:>Y11e>c: (' () ~^1 e> n c: H;:111l 'T'Y'l;:>Ch 5n 00 HODDV Ins. A2:encv Adm. Bond 88 00 Familv Phvsician~s Assoc. Final Bill 15 00 Edith Seipe, Tax Call. Sch 10, Co. 5 , Bora. 5 20 00 Re2:ister of Wills Record Bond 3 00 Restaurant Fun Lunch qr; 00 I Willlam C. Davennort Misc.-Tel. .Cert. Mail.Photo Etc25 00 I I William C. DavenDort Carom. - Adm. CTA 1640 45 I Trans. ,etc. DllY'VPri Lrirzelere & Henburn Mis('.-NnTarv '7_~_.. L D '"T'e>l ?h Rn ,=> T.=>Y>'7010Y10 >= TT A++u -Foe> 10CT=>1 ',.-,oc 1hl.1n nn "RpO"i e:::TPY' n-F TAlllls File Inventorv 3 00 RpO"i e:::TOY1 r.-F TVlll e::: Ann P_~_1-._-'- "h;:1Y'O"p R nn RpO"ie:::TPY' n-F Wille::: File Debts and Deduct-inne::: ~ 00 - 6020 65 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF C~/ /?1 ~. ..: I, William C. Davenport MY I(NOWLI!:OGE AND SELIEI', THE FOREGOING IS A JUST AND TRU E ADMINISTRATION SUBMITTED TO THE ESTATE OF Ralph F. INHERITANCE TAX PURPoses. HERESY CERTIFY, THAT. TO THE BEaT OF STATEMENT OF DEBTs, FUNERAL EXPENSES AND ItXPENSU OF Davenport- DECEA8IED, AS DEDUCTIONS I"OR ~f-"LI'~ (L. iii.) DAY 01" Mv {{'mmi!sion 1:ti:mc\. ,I ~. ,.,'t Hew '~I'n""l.I,;rl.~ f>^ (':.,,(",:.'.:._;:.J \",_.,,1../ .. State whether decedent andlor RE6~8Mfef3~aQ access to U. S. BONDS-IN JOINT NAMES, and 'relationship of co-owner. COpy m WILL MUST Ar.r.nMPANY THIS FORM COMMONWE"ACt}f 'OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS /." /",rI'7'" "-;l'" / I / " .1 ,/ ~,. / ; / COUNTY OF Cumberland RESIDENT DECEDENT 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 Reuenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF ~MK ADMINISTRA TOR County CTA Ralph F. Davenport (STATE FULL NAME OF DECEDENT) Late of New Cumberland,Cumberland Pennsylvania }., State of County of Cumberland ,. C-~A WilliAm C-_ nAvpnpo~T Admlfilstrator of the estate of the above-named decedent being duly sworn, depose ~~~~ and say Decedent died September, (MONTH) Name and address af attarney or } other authorized repres,entative to wh,om all correspondence should be moiled. 26 (DAY) , 19~{~estate leaving a (YEAR) .ntestate last will,.,...copy of which is hereto attached. } '-:2- I.. '::>/ . >/ II t.( -3:>-3> 0 D DURYEA, LARZELERE ~ HEPBURN 103 Sibley Ave., P.O. Box 146, Ardmore, Pa. 19003 That as such Adm. CTA deponent is familiar with the affairs of said estate and the property constituting ~)(Q{JX~~ADMINIST RA TOR) 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 RELATIONSHIP OF JO IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECED NONF. INT ENT 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 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 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 interes t thereon, if any, down to the last interest day priClT 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 interes t thereon to the date of decedent's death and other investment securities owned by the decedent at the time of death, with the market value there- of at such time. 'Page 2 E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Saving Bond E Savings Bond E Savings Bond E Savings Bond E Savings Bond E Savnigs Bond E Savings Bond SCHEDULE B C-2-015-129-230E Aug. 1976 $100 C-2-015-129-231E Aug. 1976 $100 C-2-015-129-331E Oct. 1976 $100 C-2-015-129-332E Oct. 1976 $100 C-2-015-129-358E Nov. 1976 $100 C-2-034-620-409E Jan. 1977 $100 C-2-034-620-410E Jan. 1977 $100 C-2-034-620-542E Apr. 1977 $100 C-2-034-620-525E Apr. 1977 $100 C-2-034-620-526E Apr. 1977 $100 C-2-034-620-679E May 1977 $100 C-2-034-620-706E June 1977 $100 C-2-034-620-731E July 1977 $100 C-2-034-620-790E Aug. 1977 $100 C-2-034-620-832E Spt. 1977 $100 C-2-034-620-858E Oct. 1977 $100 C-2-034-620-890E Dec. 1977 $100 C-2-034-620-891E Dec. 1977 $100 R27-127-427E Jul. 1959 $200 R27-127-428E Jul. 1959 $200 R27-127-441E Aug. 1959 $200 R27-127-438E Aug. 1959 $200 R27-127-439E Aug. 1959 $200 R27-127-444E Sept.1959 $200 R27-483-587E Dec. 1959 $200 R32-012-880E Apr. 1960 $200 R32-012-881E Apr. 1960 $200 R34-593-958E Jan. 1963 $200 R34-593-959E Jan. 1963 $200 R35-752-920E Oct. 1963 $200 R35-752-926E Nov. 1963 $200 R33-681-477E Dec. 1963 $200 R36-034-864E Jan. 1964 $200 R36-034-865E Jan. 1964 $200 R36-108-276E Feb. 1964 $200 R36-108-300E Apr. 1964 $200 R37-719-106E Apr. 1966 $200 R38-832-756E Jan. 1967 $200 $ 82.49 $ 82.40 $ 82.0 8f $ 82.98 $ 81.72, $ 81.08 $ 81. 08 $ 80. 0.8 $ 80.Q8 $ 80.08 $ 79.76 $ 79.40 $ 79.08 $ 78.76 $ 78.44 $ 78.12 $ 77.44 $ 77.44 $ 3 5 8 ..5 6 $358.5@ $358.56 $358.56 $358.5& $361. 76 $362.56 $355.12 $355.1,2 $313.28 $313.28 $307.92 $307.92 $309.84 $300.80 $300.80 $300.80 $301. 60 $275.76 $272.16 Pag~ 3 SCHEDULE B E Savings Bond R38-832-757E E Savings Bond R38-832-758E E Savings Bond R38-832-759E E Savings Bond R38-970-152E E Savings Bond R38-970-153E E Savings Bond R38-970-154E E Savings Bond R38-970-155E E Savings Bond R38-970-163E E Savings Bond R38-970-164E E Savings Bond R38-970-165E E Savings Bond R38-970-168E E Savings Bond R38-970-169E E Savings Bond R38-970-175E E Savings Bond R39-087-966E E Savings Bond R39-087-967E E Savings Bond R39-087-968E E Savings Bond R39-087-969E E Savings Bond R39-087-970E E Savings Bond R39-087-971E E Savings Bond R39-087-972E E Savings Bond R38-777-952E E Savings Bond R39-087-986E E Savings Bond R39-730-811E E Savings Bond R39-730-812E E Savings Bond R39-087-990E E Savings Bond R39-730-815E E Savings Bond R39-730-816E E Savings Bond R39-730-823E E Savings Bond R39-730-824E E Savings Bond R39-730-825E E Savings Bond R39-730-826E B Savings Bond R39-730-831E E Savings Bond R39-730-832E E Savings Bond R39-730-833E E Savings Bond R39-730-834E E Savings Bond R39-730-835E E Savings Bond R40-105-801E E Savings Bond R40-105-808E Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Jan. 1967 $200 Feb. 1967 $200 Feb. 1967 $200 Feb. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 Apr. 1967 $200 July 1967 $200 Aug. 1967 $200 Sept.1967 $200 Sept. 1:967 $ 200 Sept.1967 $200 Oct. 1967 $200 Oct. 1967 $200 Dec. 1967 $200 Dec. 1967 $200 Dec. 1967 $200 Dec. 1967 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Jan. 1968 $200 Feb. 1968 $200 $ 27 2 . 16//. $272.16/ $272.1&/ $272.16 $272.16 $272.1@,' $272.])5' $272.16 ( $272.16 ( $272.16 $264.16 $264.16 $264.18 ( $264.16 $264.16 $264.1e $264.16 $264..16/ $264.16 $264.16 $266.56 $ 2 6 6 . 5 '6 $266.56 $266.56 $266.56 $258.80 $258.80 ' $ 2 6 '1 . 36 $261-.36 $261.36 $261. 36 $261. 36 $261. 36 $261. 36 $ 2 61.' 3 6 $261. 36 $261. 36 $261. 36 Page 4 SCHEDULE B E Savings Bond R39-730-835E July 1968 $200 $256.08 . E Savings Bond R40-369-685E July 1968 $200 $256.08 E Savings Bond R40-811-420E Aug. 1968 $200 $256.08 E Savings Bond R41-022-838E Jan. 1969 $200 $251.44 E Savings Bond R41-022-842E Feb. 1969 $200 $251.44 E Savings Bond R41-022-846E Mar. 1969 $200 $251.44 E Savings Bond R41-022-848E Apr. 1969 $200 $244.08 ~- Natlonal Central bank Checklng Acct. i't61-35b56-1 $ ~ , 9 ~ 4 . L 1/ t \ ) '1 S 'J . <6 S 3 ~2-bU r( " t-:.) , 1 . . Rcc-36 . - COMMON~ALTH OF PENNSYLVANIA TM.NSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years of death, 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) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (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 enjoyment at or after his death? (Answer yes or no) 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) (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 enj~yment 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 lifetime 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 reserved power 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 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) 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 DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) None N~ Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. .f . l'lCC-37 ,(12-6}) . n.)!\I!\ION\\"EA~.TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BEI\EFICIARIES 1<. BENEFICIARIES AND ADDRESSES I RELATIONSHIP I SURVIVED DATE INTEREST OF State full names and addresses of all who (If step-children or I DECEDENT OF BENEFICIARY Illegitimate children ST A TE YES aye an interest, vested, contingent or other- are Involved, set OR NO BIRTH IN ESTATE wise, in estate) forth this fact.) .1eanor DeSllvey Reese Niece Yes 20% aymond G. Davenport Brother Yes 20~ amue.1 M. Davenport erother No LO% share among lSS llllam c. Davenport Nenhew Yes h hh~ amue.1 M. Davenport Nephew Yes I I b.6b% arbara D. Nevi.1le Niece Yes h hh~ o ward T. Davenport erother No ') n % Sh.=lY'P .=lmnll g 1 ssnJ ouisa n Fi>=:hPYl l\T;"",-.p v""C' .10% annah 1). Sou Nlece Yes 10~ tanley J. Davenport Brother No 20'1;; >=:h.=lY'P i >=:>=:l1P irginia D. Wllson Nlp,-,p Ypc:: I ?n~ I I I I \ h E S W S B H L Ii S V Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .... o . ....."'...... ~<'llo .~: ~ C '" E .- ....- ;:3 S "'- "00.3 ~ !L ....<.>"0 .8,..J'& ;:l '" .... u ;:l 0 ~ S ~ ~ ~ Real Property Personal Property Transfers SUMMARY (Seb. "A") .... (Sen. "B") . .. (Sch. "e") (1) (As Heported) $ $3l,.8w8.j.3 $ ........ $.. $ $ ..32.,.80.~..13 (2 ) (As Dl'termineJ) $ $ $ $ $ $ Gross Taxable Estate f- "0 Z ~ ... ~ '" , ell ~ Q) - Q) - r>< ~ <.> < ~ Q) rI:J to <rJ Q - L.(J - < I ~ D .~ Cli: ro ~ I.I.o +' ~. c =-. r--- p.. 0 H rU ~ =-. I \>.l p.. \>.l 0 -1 '1j ~ < of ::t ~ ::t ~ 0., H ~ ;,.;., '" N ... ~ ... ~ ~ (l) rU c Q ~ :r: ~ ...-: (l) .Q rl '"" Z 0 0 ~ :> s H Q) ~ z ~ (fJ p.. ~ rU ;j (l) """ ~ I.I.o =4 J ..0 0 I- 0 S '"" Cli: :s ;j - 0 c ~ ..... .S ~ (]) u ~ =-. ..... ~ z; ~ lo.l to:: ~ """ ;.. Cli: .t: .c: 0 '" ~ 0.. ~ V> ...-: ...... j::. E rl 0 BE~ "". rU Q) :: E p::; ..... 25 ~ 0 >: ~'8 ..J U U ~...-:U R C C-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONW~ALTH OF PENNSYLVANIA TRANSFER INHERIT ANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th another or others, including intangibles, standing in the name of the decedent and others. List re:ll estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vesti ture, 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 Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. unit Value Percentage Share Estate Valuation DEPART~lENT VALUATION CAUTION-Do not Write In This Space. Value or Value of Entire Decedent's property Interest None Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. N:~ 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 Division NOTICE OF FILING OF APPRAISEMENT William C. Davenport P.O. Box 31 350 Walnut Street Lemoyne, PA 17043 (Executor or Administrator) In Re: Estate of Ralph F. Davenport Cumberland County - File No. 21-78-0567 Dear Mr. Davenport: You are hereby notified that the original appraisement in the estate of Ralph F. Davenport has been filed in the office of the Register of Wills of Cumberland County on August 21 ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none $ 32,809.13 none none 32,809.13 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 August 21, 1979 Signed )-Cd elli rL 1 (t \;!t z,j t ( Title Administrative Officer NOTE: This is not a bill. " V-484 (S-7~) County Numb..r and Name 21-Cumberland '.' ,~ 21-78-0567 SUMMARY File Number ,I u Date of Death September 26, 1978 'I Ii i' ii I' Ii if 11 I ,I REPORT OF INHERITANCE TAX APPRAISER Estate Name Davenport (LAST NAME) Ralph F. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (FI RST NAME) (INITIAL) I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: August 21, 1979 ,dtind uc \.:.l[r;)I( INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS i, the undersigned duly el ected Regi ster of Wi II s in and for County, Pen nsyl vania, do respect. fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Da~ed: REGISTER OF WILLS ADJUSTMENTS INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONL Yl REMAINDER APPRAISEMENT CODE Real Property (Schedule AI $ none 00+ 92+ Personal Property (Schedule Bl 32.809 13 10+ Joint-Held Property (Schedule EI none 20+ Transfers (Schedule Cl none 30+ TOTAL GROSS ASSETS 32.809 13 Less Debts and Deductions 40- 93- (SCHEDULE Fl CLEAR VAI_UE OF ESTATE Voluotion of life estates or ~ PRINCIPLE FACTOR VALUE CODE ~ annuities................ ....._ $ ~ ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY T a x on $ Tax on $ Tox on $ Tax on $ Tax on $ Exemptions Total Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * TOTAL TAX $ (*) As evidenced by Charitabie Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ $ $ $ t= BALANCE DUE Add interest at rate of 6% from to $ $ TOT AL TAX BALANCE $ PAiD $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adi ustment 49+Adj'ustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason same should be noted below, with short explanation. " ,.J 4!C \ ." ~ \ 'l) ,s:: ~ r/l ~ 0.. 'l) ~ 0.. () ..... 'l) 0 ~ 4!C ~ ~ Cl ~ .-a Cl <l) 0 '?' ~ ~ ~ ~ .... ~ 4!C ~ ..0 \ ~ 0 ..0 ?> ~ ~ ~ ~ <fJ I-" ::: ~ 0.. ~ Co) ~ ~ ::: 0 4!C W ~ ~ ~ <l) ~ (l) 0.. 0.. ~ ~ p 1 ~ ~ ~ ~ .... '0 0 ~ I-" 0 ~ . 8 ~ 0 oS z ~ w .a ~ - 0 ~ ~\ <l) ~ ~ '-' ~ r-;;:- w 0 ::: 0 I-" '- ?> % .... I-" 0 ~ s ~ ::: ~ ..... 4!C ~ ~ 0 ..... -:2 0 U rJl ~ U .... ....) p .... ~s .....~ ~4!C FILl': 1',10, August 21, Cumberland 21-78-0567 1979 REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P,O, BOX 2970 HARRISBURG, PENNA. 17105 COMf"llON\NEAL IH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DA TE ~ COUNTY Whereas, Ralph F. Davenport late of New Cumberland Borough _.__ in the County of Cumberland __ Commonwealth of Pcn~1syh'anja. h,winq died. "n the 26th day of Seutember 19 .lB-, seiz0d and possessed of an est:1t8 subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I Sandra L. Stone , 'In ",' pr"l'''''T rl"J" "',,-r, ,oint';'d' '3rr,-,rr1l'!'lP tn ];", , , _ ,'"~.I \--:J.,...., .A h_....._ \.-.l.\..~ Y ~.t~'~i-- ...., .... I ,-,<-,,,-,,. "l :J.c.J .'l.~V, having been designated to make a fair and conscionable appraisement of the said estate, :t:id to <1',,,30,,S cud; IX ihe c:nh value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future Interest in this estate is transferred i" possession or enjoyment to collateral 118;1< of lh.. decedent aftel tr,e 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 !awful collateral rate on any such future interest. DESCRIPTION OF ASSET I , L I UN! r I \i Po,LUES , . ~ ;-'\p pr:J.i :,(~rn en t fl/L,c1e for inheritance Tax Purposes Total Assets none _~_~ ! I \ I" 32,809 -113-1 none, I none =-j 32,809 i~ Real Estate Personal Property Transfers Jointly Owned ~ t= .1 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 21st day of i Allgll!';t I 19 1.!l...-, ',.4/il/rI /r"t [/1/.) U APpraise;-- Harrisburg (Number and Street) (Post Office) . Penna, [''- '-J ~^' '\..:" ,J C' 7;.>\ ~ C, o C '-- ~~ p: ~', ,-I: }4: al' p: a, S S); '"0 (l) ~ (l) D (l) a 4-< o (l) -4-' (lj -4-' '" W ~: \-I: 0: p..: ~: al: ';>:: ~: ~: .: \>Ol; ,a: ~ ,-I: ~\ ~~ ;): 0: \-l: 0: ~: T'Q : p: <... ~' o .-I: (l) \-l: ...... al" m p: ...:l a: ';): 0: ~\ ~: ~: If): ~: ~: t-: (1'0: ~: ..: 0: -0: ~: ("!: \-I: al: p: m~ ~: po: al: U"l: ~... o ';> .2' +-' (lj (l) a '+-< o (l) -4-' (lj a ~: o Z -- (l) ~ u o a ...... c (l) C (,\) Ul '~ .... Q) 0.. 0> ~ p: (1'0 . t-" 0' .--l ..: ~: ('1: ~: III : ~~ ~~ Q) D <P ..... o ("!: (1'0: ~: -'" 'Q) ...... '" "0, & .S "'"d (l) .--l ~ u.l ? ~ ~ ~~ ~ ~\ :& \\ ~ \ ~~ .-d (l) :> "B CJ (l) IX. .-' c (l) S (l) '" .~ .... 0.. 0.. <::t. .-d (l) :> o a 0.. <::t. '"0 C m '"0 (l) C ..... r< t:: (lj X W +-' ~ o ,n (lj (l) ...... o .... 3: ...s c (l) S (l) '" "Cii .... 0.. ~ S o <b ...... (lj (!) 0.. ~ --6' (l) 0> .... ro .c D '"0 C (1j '"0 (l) .... (l) +-' C W