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Home My WebLink About08-29-79 Form No. RCC-62 (6-70) THIS FORI( REQUIRED IN ALL ESTATES WITH GR06S ASSETS UNDER $10,000, UNDER 8EcnON "01 OF ACT OF JUNE 1" 1"1. EYrEC'flYE lANt/AIlY I. ..... (FILE IN DUPUCATE WITH COPY Of WILL ATTACHED) ~ ;1'/- 7 ~ -t: t1 r: 1 ,'* OFFICE OF' THE REGISTER OF WILLS 1/t1/7! County of .. .~~~~~.............. . . . . . . . . .R;l,l;4~f!i. r... .qqg\}. . ~;c... . . . . . . . . . . . . . . . .. of . 5.2.7..EdgelDlllLt Avenue,. Lansdale,. Pa.. .19-446. . (Name) (Addrftl) being duly.....8.'l!Ql:D.m.m.m...___.__u__according to law. deposes and says lhal he is Ihe.mu.!;;~!;J!j;Q);..u___..__.____m__.....m.m... (Exec., Adm., Lcptce, Etc.) of lhe eSlale of...~~.:!,.,!.!..g.:!.E.8h__~~.~~.1;..__...___u.. whose laSl residence was.....125..S...Queen"Sf,...Shippansbu;r;s,Pa (No.) Street) ........__m__....m..mm..m........mm...decoased. and lhal lhe whole of lhe eSlale of said decedenl. who diedl::29.::Z8__............m. (City, Soroll&h ot Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUlIIBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AifD RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE " n Personal Property The First Natinn,,' ,,~!, n~ ""< - . /11-15696-6 M ~n1.<: Interest to date of death ~~.< TOTAL ~n ~~" ? NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts <>n deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names il} which the account is registered, , -....".. Jointly Held Property I Estimated Value . . J', I < ~." I NONE I - I , I , , I '- [ -- --- -1 ! Transfers within TWO YEARS Prior to Death I I I I i I i NONE I I , I-- I I I -l I That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wit~, 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 foJlowing:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAt'E DEPOSIT BOX RENT EO I RELA~IONSHIP ~;;OlNT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF i HOLDERS TO DECEDENT I - ...,.- I I ~--- I I I , BENEFICIARIES Page 1 RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who haVE illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT T. Husband 26 S. Oueen Street ShiDDensbur2, Pa. 17257 Donald R. Clugh !':nn 5324 Mari1vn Drive North Charleston, South Carolina Richard P. C1uo-h. Sr, !':nn 527 EdRemont Avenue Lansda'" p"nnsv' 'Q!..!..t; Lee C1u2h- n. .~ """." T M _, G~~n"a~ 337 Hood St. 1- Channersburl):, Pa. l7201 '- I I . . RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED , . NoTE: List first five items in the spaces so provided, observe notations thereon, and instructions. / " . DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COL~ , '\', I, JKEGISTER . Y Funeral expenses paid , / .. I ./ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) , Administration Expenses. Counsel fees. I . Fiduciary commission. . OTHER DEBTS AND CLAIMS (') See Note below . // I I i I / I I , I / I / , / / , / / Total , / / Note: T~:tate agrees to advIse the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. xef#~i~j"""""'" Subscribed and SWOi.n to before me this. . . . .. . .......... ........//.:tL....... day of ..~...........I977 .~?l.1!4~!I!lAl.l; .~~1,l~....................... .M<.~...a.~~................... (Sh.eet Number) Lansdale, Pa. 19446 SIiIIIf A. . L...... ~ .... .................................................. -"_ ..," ' . ...... c-., (City or Town and State) .., &,/_1 r . J1.'" - Having been duly swam aeeOl.ding to law, I do hereby certify that the above appraisement is made in conformity with law on this ..................................dayof.......... .... .. . .. . ... . .. 19. .. .. ....... ................................. ................. Appr"i.~r In the event that any futul.e intel.est in this estate is transferred in possession 01. enjoyment to collateral heirs of the decedent after the expil.ation of any est::te for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri~ tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . ...... ..... ............. County, Pennsylvania, do respectfully report that I have allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated ~ ............................................. ..................................................... Register of Wills bj . ., .': !-r' - .... ---. ---.------"----.-----------~~----~+ * ~ ~ " j~ 'I t. I , _~ . li~Tha~ at t~e time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or-Ji'~ or deputy:.oi . ~ .another. or in deeedent'. individual name. with right ofa('cess by anoth("r as a~nt or deputy, with the ex'cephon ofihf!!I()}lowinlP:~r~ . . - & - . NAIIE AN.D ADDRt:SS 05'- IJANK;;'-; OTHER INSTITUTION -_.~.- --:'~H-~~-;~-I-~-DEP~~[;-.80X RENTED --.lRE:UTw:"s,up OFJOtNT IN W,nCH DE(a~:;D~NT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I HOLDERS T()D:ECEDENT ~--~--=~===--=:~-=-=--=:.=--==,--':' ~:=.:.u~:----.-==~,~=----..t - - I ' "...._.... ~ _,~ .'.._. _,___'.._m_."___. ..... _", _ .'_. . ._,__ __c;'.".=..,...~_,~...-.1,,:-,-:,-..-...-:__--.:;~,.::~~__~..__._.._, ___....._ .__....,;..~,..d....;~~..~._~ BENEFICIARIES CONTINUED P,!l!:e 2 _ RELATIONSHIP, AGE OF LIFE BENEFICIARIES AND ADDRESSES (If Btep-ehildren or SURVIVED TENANTS OR "",J;:R~$1'<OF (State full n...- of all and their addresse.l who h..ve illegilimate children ~.fffR\~1 ANN1)IT ANTS 8-lIlHB'fICtAIi:Y ..n interest. veated,eontinpnt or otherwise. in estate.) are involved, set OR NO AT DEATH OF INBSTATE forth this foet.) DECEDENT. , '. . - Connie J. Small -- .," . . ,. .' ;t.- ,. R. D. /14 . . '., .' '.' . .' '.' ,.....,." c' ~ ."-,~~,,, . .<'~.< ., '. Kathy My.~s .___Grandilaugb.tex,n._____,_ , _. . . ? 8O_.S., MaiR S to. ..'--,------, Chaui>e~sbur" P' 1 ~~M. =t= -,- -. Clyde Clugh- deceased----'- - .. - .---,- . , .' ~ Dennis C1ugh Grandson .. ". c . .' . 780 Northwest E'ir~lade n_ . Btemerton, Washington 98310 . ..,'.' . David C1ugh ~randson R. D. #4 . '. ' Shippell8bu~Bi' .Pa. .17257__.______, . .' ,. '. "'.,. . .;, .' -- ---T'==~:=~~=~T . ,. I ,..;;,:"",...", .. .------.--.------"-.-.-.-..-..-- . .---- --~._-._-_.".~-.-----_._--_..._. ..-----.---.--. i 1" , I . < I "-, ~----_._._-_._._._. I , . . $ That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly . with, Qt......n.t orde.p.uty:ot".l another. or in duedent'. individual name, with right of &t'cess by another as.a~pnt or dl"puty, with the e~(,:E'ption oftM'(~nowlngl~;:_ -- - ....... -, - --'._-~_. ,.... .-..--. !R~~IONs.np OF Jon,:;' NAME AND ADDRESS OPSANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTEO IN WHICH DE<1EDENT RENTED A SAFE-DEPOSIT BOX IN NAME OR NAM-ES OF I ffOLDERSTO DECEDENT ------ I ---_.... ,.--.- ---=t-----=:j .-" I , --." __ _,_ _I." _ ,"," ' BENEFICIARIES CONTINUED Page 3 RELATIONSHIP SURVIVED AGE OF LIFE tNtli:RJ;:$1' 'OF: BENEFICIARIES AND ADDRESSES (If step---children or DECEDENT" TENANTS OR (8'-,," fUll n..... ..hll .na their add..... who hev. illegitimate children STATE YES ANNUITANTS ~E'ICJARY aft interat,ve-.ted.eofltinpnt or otherwile. in ..tate.) are involved, set OR NO AT DEATH OF . IN ESTATE forth this f.ct.) PECEDENT _._--~ Ftanl!:, C1u2h - ~~~_..._ _."-_..,"-- "",- .... 'J ... '.' . "--......"" . ............ '...' .... Frank B. C1u~h . " . "1,il'(' " 17238 T"'y"s A"""ue ., " T>_'-_ ~__ ---- - . . . . Robert C1ugh Grandson . 616 State St. ." ..... " Conneaut Ohio 44030 II" . . .' .' - , Suzie HUlDPhrey. (Mrs Geor"e) . < . 141 .Evergreen St. " . "" . Conneaut, Ohio 44030 . . . . .... . , '.. .'. Donald C1ugh G I I . 1720 Lake Rd. --,-"-- . I --~- . .'. I Holiday Village Lot #4 I- '.' Kingsville.Ohio 44048 . ";'.' .... ~~---- . ,.., ..;.... ",; .'< + I I.... """.: .;tH I , ,. ..... . '-,'.....'~...._,.__.-.,-,-- i . ' " 1--" ' ~ . ". . . -' . . '- .....:.-.:-.::." :',.- .. ",. '- ',,', ,:.. - ' That at the time of death there was ,no sate deposit box registered in deeedent's individual name, or jojntl~'wH;bt~'.':,~,:or,deputy 01 another, or in decedent'. individual name, with right of 8("cess by another as agen.t or df'puty, with theex('@'ptionllf.the_f...llO'llflnl(;"';";'. = NAIIE-A;ND ADORI:SS OF BANK OR-OTHER INS;ITUTION ~--_. ------ -.- THIS ~~.;~.-~E;~-~~;_.~~X ~~~TEO IR~T~o~$'",P()FJOINT IN WH.CH DECEDENT RENTED A SAFE DE$>OSJT BOX IN NAME OR NAMES OF 1'-'~Il'ERSTO DECEDE.-rT . . -J -------..-....,....- ,--,.-..------.--..- ,--+----_._---,-._---+- ,.--.-,-.-..---.--' , , .-~-' '.-._..,..-_._..~--., f-..._-_.., ~...__._._... 1 ", -,..- r l.. . . .. "... _. ... - .. -- -- __...._. ---_ ..__ ,'___. _. '_"H_. ___ ....,__ _. __ __ BENEFICIARIES CONTINUED Page 4 P.ELATIONSHIP, AGE OF LIF .. . BENEFl<:;JA.RlES AND ADDRESSES (If sup-<:hildren or ~iRVbVED TENA.NTS OR lto/'t'EJlE$1'OF (Stale full nama.of all and their addre_s who hav illegitimate children ST ffE ~1 ANNUIT ANTSllENEFICIARY . anlnlere.t,vest~,,,,,ntin"'htoroth.rwise,in..tale.) are involved, set OR NO AT DEATH OF INES'l'ATE forth this faet.) DECEDENT G"~nly.u Clug Gr 322 J f 'Ii{ C e ut Ohio 4 James C1um G 322 Jefferson Conneaut, Ohio 44030 .______ __~_._._ _.__~.,_"'_,__ ___~.__ If Dorothy C1ufdl Koehler - ..l&J:e.ased .._.. ..~_ Virginia L.Bot"et Grandd'au t:er R. D. #2 Box 31 ~ Black Creek Wiscons Orville C. Koehler. Jr. ~M:~~ ::..":':: --~:===1 ~- - -=1 -==- -'>-F--=~~,.._'..~- .=== " ~ . I I , . ---_._-~-- I ,.' , . . ~" . ,- . ,',.-' '-,. .,; That at th.time of de",th:tbi!re was n,o safe deposit box registered ih decedent's mdividual name, or Jointly -with,':'l'-."'~\f,)r d'OIlUt,.of anot.h4tr, or in de<<dent'. individual name, with. right of a<,cf'SS by another as a~E'n.t or d"puty, with the exception of-the,.I~itlJl-'; ~-- -_._-~,--". . ~~---- --.---------- ..._""- -,_. -- - '. .TRE~Tto~smPO"JOtNT _____m'.' ,.__., ..... _....__.._.__,._..._.,...... .......__ _. NAIIE AND ADDRESS OF BANK OR-OTHER INSTITUTION THIS SAt~E DEPOSIT BOX RENTED IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I H<lLnEas.TOpF.~~etcT --_._._-_._,--~-_._-_._~.--_.------ >._-_..~---_.,_.. - .. -._------. ~----- -----..-- =r~ i -L - - r I .- , --.. ,.--- ---- -'-.- , BENEFICIARIES CONTINUED p~ 5 A',_ RELATIONSHIP AGE OF WFE ._Oli' .I;NEFICIARU:S AND ADDRESSES (I { ltep-c:hildren or SURVIVED TENANTSOR (Slate filII ...._ "f all and their addre_s wl.o hav illegitimate children DECEDENT ANNUITANTS fir . 'A.RY an interest. veated, contirigentorotherwiae. in estate.) are involved, set STATE YES AT DEATH OF i 11' $$'fA.TE .'. forth this fad.) OR NO DECEDENT ., ,.." " "'-' - V4"gi1 L. KGphl"r G.l".lI.Udl!9IL__.... ._---"-, - 346 FultCilll Drive L Ci~civ Sa J{~h1PT rn\l'n.Q~ G 10 3 Willi1$ .-.-------. ---- .._-_.._--~---'.._. --.,------- - YOUU1II, Texas 77885 ---_._---- -_.~- ~ Connie J. Koehler R.D. #2 Box 149 E-2 Bas. 0 Frankie L. Koeh r Granddau er R. D. #2 Box 149 R-2 Bast~op. Texas 18602 I " 1,------ Church of~~r..~~\'!B I' ._-~~.._--- East Oran.- ~t:reE!t '. . ,_. ~~+-.--.., ..-- r-'--c-- I 8!.111Peutlb.1Llb l'a...1'1~!11 * COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HAR RISBURG REV.5IB (3-79) 17105 IN YOUR REPLY PLEASE REFER TO I nvsstigation Division NOTICE OF FILING OF APPRAISEMENT Richard C1ugh, Sr. 527 Edgemont Avenue Lansdale, PA 19446 (Executor or Administrator) In Re: Estate of Mabel J. C1ugh Bitner Cumberland County - File No. 2l~78-o606 Dear Mr. Clugh: You are hereby notified that the original appraisement in the estate of Mabel J. C1ugh Bitner has been filed in the office of the Register of Wills of Cumberland '_ County on August 29 .19.......zg Said appraisement reflects the following valuations: Real Estate None Personal Property 9,379.46 Transfers None Jointly Owned None Total $9,379.46 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 29, 1979 Signed~/)d/?.ttJ ~1Jru.J Title Appraiser NOTE: This is not a bill. RCC-39 (B-77) County, Number and Name 21 - Cumberland SUMMARY , File N~mber 21-78-0606 Date of Death 01/29/78 COMMONWEAL TH OF PENNSYLVANIA Estate Name BITNER, Mabel J. C1ugh TRANSFER INHERITANCE TAX (LAST NAME) (FIRST NAME) (INITIAL) RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER 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 ItAII, 1t811, "C", and "EII. Doted: August 29, 1979 ~~~~~AN~~!.E' REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule ifF", which greater or lesser amount represents the sum allowed !.IS a deduction. Dated: REGISTER OF WILLS !cODE ADJUSTMENTS INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ NOnE 00+ 92+ Personal Property (Schedule B) 9 379 46 1l}+ Joint-Held Property (Schedule E) NonE 20+ Transfers (Schedule C) None 30+ TOTAL GROSS ASSETS 9 379 46 Less Debts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation,of life estates or ~ PRINCIPLE FACTOR VALUE ~ annuities..'.................. '_ $ t= ~ I - ESTATE TAX ASSESSMENTS -$ FOR USE'OF REGISTER ONLY ~ COMPUTATION OF TAX Tax on $ 2% $ Tax on $ 6% $ Tax on $ '5% $ Tax on $ $ Tax on $ $ Exemptions * (*) As evidenced by Charitable Total Estate Exemption Certificates issued TOTAL TAX $ by the Secretary of Revenue. Less tax previously paid $ t= BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE t. I Add interest at rote of 6% from '0 $ AMOUNT OF ESTATE TAX ASSESSED $ 1= Estate tax paid $ I BALANCE DUE $ Add interest at rate of 6% from to $ TOTAL TAX BALANCE $ PAID $ Supplemental Cade.: (FOR USE IN HARRISBURG ONL Y) 48-Adju.tment 6O-Life E.tate 93C-Charity 96-Success i ve 49+Adjustment 92+Remainder Appraisal 94-Remainder Residue Life Estate 56-Annuity 93-Remainder Deduction FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subseb'ent adjustments are made to the above computation of tax by the Register of Wills, for proper reason same should e note below, with short explanation. ' REV-457 (~-78) COMMONWEALTH OF PENNSYLVANIA DATE August 29, 1979 DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland BUREAU OFfiELD OPERATIONS P.O. BOX 2970 APPRAISEMENT FILE NO. 21-78-0606 HARRISBURG, PENNA. ,7105 Whereas, Mabel J. C1ugh Bitner late of ShipnpnRhnTY in the County of Cumberland Commonwealth of Pennsylvania, having died on the 29th day of Januarv 19 78 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sandra L. Stone , 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; 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 collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT AppraIsement V ALVES M01de for Inheritance Tax Purposes Real Property None Personal Pronertv $ 9 379 6 Joint-Held Property ,,--- Transfers None TOTAL ASSETS Q 37Q h.F. Have been duly sworn accom to law, I do hereby certify that the above F raisement is made in conformity with the law on this day of U us 19 ~. II .' Appraiser (Number and Street) Harrisburg . Penna. (Post Office) -