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HomeMy WebLinkAbout04-19-79 - . 11 - 7 ~- S t. ~ ..J~/- '7 t 21-78568 RCC-33 14-73) . COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORT ANT: 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'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE EST A TE OF } AFFIDAVIT OF G. MEADE CAREY EXECUTOR (STATE FULL NAME OF DECEDENT) Late of Cumberland County ~~XI}SC State of Pennsylvania } .., County of Cumberland Martha Cornman Executor :tn~~~n of the estate of the obove-named decedent being duly sworn, depose S and say S : Decedent died October 1 , 19~{;estate leaving a last will, copy of which is hereto attached. } (MONTH) (DAY) ( YEA R) N>>JfIlt Nom. 0" .dd.... of ......"' .. } James R. Humer. Atty. . 1 W. High St. . Carlisle. PA other authorized representative to whom all correspondence should be mailed. That as such Executrix deponent is familiar with the affairs of said estate and the property constituting ( EXECUTOR-ADMINISTRATOR) the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX INN AM E 0 R N AM ES 0 F HOLDERS TO DECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules - - of this return, with the exception'of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detai 1 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 col umns provided therefore the as se s sed 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 ins titutions, 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 prior 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. J FARMERS TRUST COMPANY CARLISLE, PENNSYLVANIA Date ,October .26" 1978 James R. Humer Esq. 1 West High Street Carlisle, Paa 17011 Re: Estate of G. 'MA.tIilA C.tI'rP.;Y Date of Death . October 1. 1978 Dear Mr. Humer In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following information jn duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Very truly yours, Balance in checking account # 4-5626Q8 $2.820.07 CD #16295 $10,000.00 Accrued Interest 13.30 Olive Bolinger Supervisor Bookkeeping Department --'''--~,--'-' _..,~-'...-.', ......~--,.,...~.....__.._._,_...._,_._,-_.- ..,-..--. , " CUMBERlAND ~LLEY ~IN(75 AND L04N ASSOCI~TION 16 West High Street. Carlisle. Pennsylvania 17013 249-2525 October 26, 1978 Mr. James R. Humer Attorney At Law Farmers Trust Building One West High St. Carlisle, PA 17013 RE: Estate of G. Meade Carey Date of Death--October 1, 1978 Savings Accounts #124604 & #151617 Dear Mr..Humer: Please find listed below the only two savings accounts held by the deceased as of October 1, 1978: #124604 #151617 Balance --------------$11,709.34 Balance -------------~-$5,512.24 Accrued Interest ----- 252.26 Accrued Interest ------ 77.78 Total ---------$11,961.60 Total ----------$5,590.02 A mortgage collateral hold is on savings account #151617. The collateral pledge agreement is on mortgage #962837 under the names of Dale M. & Carolyn J. Carey. The pledge amount is $4,200.00. The balance of the mortgage is not reduced enough to release the collateral hold. If additional information is needed, please contact me at this office. Very truly yours, 'flv;~'('li!l ; II ~i':sr Richard L. Kuntz Bookkeeping Dept. ..... ..~....-..--_..-----.,..-.-~. .,..--....--..---...... .--. -~ " \ " RCC- Y) Cr)M,\Hl\,WEALTll OF PE\'N~YLP.'H A T\.l.A'i~FFH. I.'\lW!UT"\\'CF TAX ~CHEDVLE "e" T Ft\\' S 1<'EI LS l-~ ~:...,~.t ~ :i~~~~}) ....... TJ '(:, .j~~/~,~;,j'". ,,~' 'i~.>fC-"'''' '?-"~';'~~iiy~..;L;''l-::':;; itESIIW\'T nI,;('FlW'iT (1) Did-' j "ece, ent, wi thin t~o years or death, make ,my transfer of any m.'lterial part of his pstate, wi thout reeeiving a valuable ap-d adeqwlte consjdpr<ltion thprefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer }JI"OperLY from himself to himself and another 0.. others (including Ii spouse) in joint ownership? (Answer yes or no) No un If' the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer N / A (b) State of' decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's declth. (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 enjoymept at or after his df'ath? (Answer yes or no) No (a) "as there any possibility that the property transferred might return t.o transferer or his estat.e 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? N/ A (5) Did decedent in hls lifetime make any transfer wl thout receivlng a valuable and adequate consideration t.herefor uI1der which t.ransferor expressly or impliedly reserves for his life or any period which does not in faet end before his death: (a) The possession or elOjoyment of or the right to income from the property transferred? (Answer yes or no) No (IJ) The rlght to designate the persons who shall possess er enjoy the property transferred or income therefrom? (Answer yes or no) No (0) If' the answer to (5) (b) above is in the afflrmative, state whether the right was reserved in decedent alone 01' others N/A (7) Did decedent ln his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of tl'alOsferor? (Answer yes or no) No (8) Did decedent, at any tlme, transfer property, the beneficial enjoyment of which was subject to change, because of II reserved power to alter, amend, or revoke, or whlcl1 cOllld 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 afflrmatlve, was the power to al tel', amend, or revoke the inter- est of the bepeficlary reserved in the decedent alone or the decedent and others? (Answer yes or no) No NOTE 1: The anSwers to these questions should be supporteo by affldavit by the attenlUng physiclan as well as a copy of' the death cenificate. NOTE 2: If answer to any of the above questions is yes, set forth below II clescrlption of the property transferred, it's fair market vallie at date of death, dates of transfers and to y'hom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust oeed or lnstrument, if trans- fers are claimed to be non-taxable, also submit detalled statement of facts on which said claim is based. NOTE:J: List applicable property below in manner in which provirled ln Schedules A, B, or E. ITEM lJESCRIPT ION MAlUmT VALUE (Es Uma ted) DEPT. VALUAT~ON (Dept. Only) None None Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last page of this return. None N~--"-- RCC-37 (12-63) CO'IMO~WEALTll OF PE;>\:,\SYYL\NIA TRANSFEI\ INHERITA!\'CE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP I I (If step-children or SUR\;'IVED DATE INTEREST OF State full names and addresses of all who illegitimate children I D~Cf~pENT I OF BENEFICIARY ave an interest, vested, contingent or other- are involved, set S'lATE YES BIRTH IN ESTATE wise, in estate) forth this fact.) OR NO Martha Cornman R.D.2 Box 401 Gardners. PA 17324 Daullhters Yes Lellal 1/3 Dale M. Carey 509 W. Louther St. Carlisle. PA 17013 Son Yes Legal 1/3 Randall L. Carey 12 Mason Lane Rome. GA 30161 Son Yes Lella1 1/3 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE a I Care wife A ri1 26 1978 R.D.2 Gardners PA 17324 ..... ~ Er.n'1"""'4 E~'lt ...., - i:: "a -<1> E ._ .+oJ ~ E<1>- _0.0 ~ 8 u ~ 0: .....u'1:l o <1> ~~t:: U ;::l 0 ~ E fr ~ ~ SUMMARY . .(Sch. "A") . (Seh. "B") (Seh. "C") Real Property Personal Property Transfers Gross Taxable Estate ( 1 ) (As Reported) $ $ $ $.. $ $.. (2\ (As Determiner]) .'1; $ $ $ $ $ ~ "0 Z <1> ..... W III ell rJ ~ Q) .... <1> ;.-. "'" .t) < W .<l.> ~ r.rJ 0 - ..... < -( .S= Cll: ~ ~ l::: =- 0.... 0 ~ =- 0.... 2 Iil -( Iil < :t :t W ;", '" !-< W !-< 1-< c:: Q ~ ::r: ~ < '" Z 0 0 1-< [i Z 1-< r.rJ 0.... ~ ~ W .... i- ----- 0 0 ...c Cll: c:: ~ ::::: 0 0 c::: =- :c ~ ; \.o.l c::: 1-< .... Cll: .t: 0 ,- 1-< c:: '" :::: .... .c. 0 -2 0 E -:;:::] "'" Il.J c:: E ...., is c::: 0 ~~ ....l U U R C C-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all l-lroperty, 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 real 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 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest None None Insert this total opposite "Jointly Owned Property", Schedule "E"None in the II As Reported" column on the last page of this return. N ~..-,-- R E V-518 (8-78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF F!ELD OPERATIONS P.O. BOX 'J.970 HARRISBURG 17105 IN YOUR REPLY Pl.EASE REFER TO Inheritance Tax Division NOTICE OF FiliNG OF APPRAISEMENT Martha Cornman R. D. 2, Box 401 Gardners. FA 17324 (Executor or Adm ini strator) In Re: Estate of G. Meade Carey Cumberland County - Fi Ie No. 21-78-0568 Dear Mrs. Cornman: You are hereby notified that the Original appraisement in the estate of G. Meade Carey has been filed in the office of the Register of Wills of Cumberland County on April 9 , 19..12...., Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 25.000.00 31.404.02 None None $.56,404.02 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 rote 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 April 9, 1979 Signed T" I Administrative Officer It e__ -~- --....-,.. Note: This is not a bill. REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DAle. April 9, 1979 Cumberland 21-78-0568 COUNTY FILE NO. Whereas, G. Meade Carey late of s. Dickinson Township in the County of Cumberland Commonwealth of Pennsylvania, having died on the 1 Rt day of October 19 -Z.a, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo ]''''u1lli. ni ti , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: I n 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 collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes Real Prnnertv $ 25.000 00 Personal Property 31,404 02 Transfers None Joint-Held Property None TOTAL ASSETS $1:)6.404 0::> ] Have been duly sworn according to law, I do herel;.ly~ertify th~t,the above apprai~ement is made in conformity with the law on this 9th day of ,.) ( " .,~ ": . Apr~~. . 19 22-. 'u____/ .. ',,' '- 'oJ., ...... \ -.<.-.'....0 :'. , (~-~~) Appraiser (Number and Street) Harrisburg . Penna. (Post Office) '"0 (l) >. r- ~ ..... ~ (l) c u.I u ::3 ~ (l) 0 0 0 en -a 0: Q. ~, ~ ~ ~ 4-t 0 o~ "'-.JI r- (l) ~ C,f\ u.I ..... U l'Cl -0: ..... \ ~ ~ < ~ ~ c1 t.L\ ~ r- ,-r. ~ .~ ~ '-': Q): u.I ~ .Q~ :I: ( ~: z - 0: 'i ~ u.I 0 en u.I ex: ~ 1ft; .-I '-'>: P< ~ ,rt: ~ ~ ~ ,: ~ ~ ,~ .:t: f:"I; ~~ 0 d:>~ ~~ ~~ Z ci" 0: ..... to: 0 U 4-t ~: >- ~ -(17 0 'n~ ,: 4-t ~ ~~ 0: ..... 0 ci" .-f: (l) ::3 l'Cl ,,..\: .::t. _U'J '"0 ...:l u .... A; 0 (l) X 0 ..... l'Cl .~ ~ ..... <11; .c: ..... (\l: os, 4-t ..... 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