HomeMy WebLinkAbout08-21-79
*
REV-SIB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. O. BOX 2970
HAR RISBURG
17106
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
Frank D. Mice! i
28 West Marble Street
Mechanicsburg, PA 17055
(Executor or Administrator)
In Re: Estate of
Frank Miceli
Cumberl and
County - File No. 21-78-0609
Dear Mr. Mi cel i:
You are hereby notified that the or! ainal
appraisement in the estate of Frank Micel i
has been filed in the office of the Register of Wills of Cumberl and
County on Auaust 21. ,19~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
120,000.00.
590.00
none
1.710.62
122.300.62
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
~I7 rl/}/1) ~ne.J
,/ /
Administrative Officer
Title
NOTE: This is not a bill.
REV"'484 (8"78)
Estate Name
Mice! i
(L.AST NAME)
21 Cumberland
21-78-0609
September 26, 1978
Frank
(FI RST NA ME)
SUMMARY
County, Number and Name
File Number .
,
Date of Death
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(INITIAL.)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Approiser in and for the County of f:llmh,::t.rl.:mrf
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 IIAII, liB", "C", and liEU.
Dated:
August 2 I, 1979
INHERITANCE TAX APPRAISER
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 lost column to the right in Schedule ifF", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WIL.L.S
CODE ADJUSTMENTS
INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ l?n nnn .nn 00+ 92+
Personal Property (Schedule B) con Inn 1G+
Joint-Held Property (Schedule E) 1 71n il'.? 2G+
Transfers (Schedule C) nnnA 30+
TOTAL GROSS ASSETS I?? ,nn I,,?
Less Debts and Deductions 40- 93-
(SCHEDULE FI
CLEAR VALUE OF ESTATE
Valuation of liEe estates or
.:&....-
PRINCIPLE
FACTOR
VALUE
,--
t=
annuities.......... ..... ......_ $
t=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
CODE
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
15%
(*) As evidenced by Charitable
Exemption Certificates issued
by the Seeretary of Revenue.
.
TOTAL TAX
$
t=
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest ot rate of 6% from
to
t,
$
C:
$
$
$
$
TOT AL TAX BALANCE $
PAID $
Supplemental C<ldes: (FOR USE IN ,HARRISBURG ONL Y)
48-Adjustment
49+Adjustment
56-Annuity
6O-Life Estate
92+Remainder Appraisal
93-Remoinder Deduction
93C-Charity
94-Remoinder Residue
96-Success i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments are made ta the above computation of tax by the Register of Wills, far proper reason
some should be noted below, with short explanation. '
REV-457 (8-78)
DEPARTMENT O~ REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE NO.
August 21, 1979
Cumber I and
21-78-060Q
Whereas, Frank Mice] i late of Mechanicsbura
in the County of Cumberl and Commonwealth of Pennsylvania, having died on
the 26th day of SeDtembe r 19 A, 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 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 tile lawful collakral
rate on any such future interest.
DESCRIPTION OF ASSET UNIT Madtfo~rr~~eer~W~~ce
VALUES
Tax Purposes
Real Es ta te $,?nnnn nn
Personal Property 590 00
Jointly Held Property 171n {,,?
Transfers none
TOTAL ASSETS 122.300 62
I
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,
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I-
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r-
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,--
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Have been duly sworn according to law, I do hereby certify that the above ap raisement is made in conformity
with the law on this 21 s t day of 19 .:tS-.
Appraiser
(Number and Street)
Harrisburg
(Post Office)
. Penni.
:(j-
7p_
.
(;
/
'-/~-71
RCC-33 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
RESIDENT DECEDENT
COUNTY OF
Cumberland
IMPDRTANT,
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'tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late of
Cumberland
Pennsylvania
Cumberland
} AFFIDAVIT OF
~
Frank Miceli
(STATE FULL NAME OF DECEDENT)
County
State of
County of
} '5O
~:x
Frank D. }liceli
Executor
of the lIutate of the above-named decedent being duly sworn, deposeS
C1nd say S
Decedent died
Sept. 26,
(MONTH)
Nome and address of attorney or }
other authorized r.pres.entotive to whom
all correspondence should he mailed.
(DAY)
, 19~{testate leaving a last will, copy of which is hereto attached. }
(YEAR) ~
J. Robert Stauffer-Market Square Bldg.,
Mechanicsburg, Penna. 17055
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
i EXECUTOR-ADMIN 1ST 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 fullowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
None
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
colunms 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 !he 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 prieT 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 a.pparel, jew.elry, 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; alJ 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 d~\k of death, bonds and accrued interest thereon to the date of decedent's
death and other investmcnl ',,~:l'i p ~(l'<l by the decedent at the time of death, with the,market value there-
of at such time.
In the case of securities of' close or f'amily corporations, the values reported are as f'ar 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, f'inancial statements showing the assets and liabilities of' said co-partnership r" 1
o ..us ness.
A copy of th~ co-partnership agreement, (if oral, a statement setting forth the nature of tne a~reement)
togeUler with Ii statement setting forth the character of' the business, its location, and such other :facts
pertairdllg 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 f'orth in itemized form, together with the fair market value
thereo~, any other property owned or bequeathed by the decedent at the time of death.
The Sc/ledule C attached hereto and made part hereof sets forth a true answer to each inquiry
contaiHf~d 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 t~ke effect in possession or enjoyment at or
after !"leath, said schedule sets forth the nature and value .of such property, to whom transf'erred, the
relationship of' the transf'erees to the decedent, the proportionate share received by each transf'eree and
all other f'acts of' a pertinent nature regarding saiet transf'ers. In the case of transfers intended to
take effect in possession or enjoyment at or af'ter death, there is also attached to.the schedule a CORY
of' the deed, trust agreement or other instrument creating the trust. Therl''l is also set forth in said
schedule a list of' all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of the exeorcise 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 a copy of' the instrument creating such power'attached to the schewlle.
That Schedule D attached hereto and made part hereor sets rorth the names and addresses of all
persons benef'icially 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 benef'iciaries f'or lif'e under decedent's Will. It also
contains a statement showing which or the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of' their death, their issue, anti the relationship of such issue to the benericiarYa
That S~hedule E attached hereto and made a part hereof' sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of' the decedent and others, plus the date and place of record of' instrlMents eff'ecting the ~estiture of
real estate and the date of acquisition of' personalty, plus the name, address and relationship, if' any,
of co-owners to the decedenta
That Sc/ledule F attached hereto and made a part hereof sets f'orth fully and in detail all debts
and deductions claimed for and on behalf' of' this decedent's estate, including funeral expenses paid;
f'amilyexemption, where applicable; costs of administration of this estate; counsel fees and ~ldiciary's
commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of' the death of' the decedent; debts and claims owing ami nnpaid 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.
That the totals of' the appropriate columns in Schedules "A", "B", "t", "E", and "F" as directed therein,
have been carried f'orward and properly registe~ed in the Summary.
Subscribed and sworn to before me this ......
Lh
(I June
);~:'~~::Of
)1..-::0.1 J.ufI/-(.(-G
79
19..............
~i~~!fZ.... )
28 West Marble Street
.................................................................. .........................._...~...~....
(Street Number)
Mecl1aI1~?~l:J~!):~...I.'~I1I1!i. 17 055
(City or Town and SttLte)
4.'a~
MRS. GLADYS P. DEAN. NOTARY PUBLIC
Mr.CHi\i'!ICSBURG BOROUGH
CUi'IIBERlt\ND COUNTY
(~ll (.u;.U\ij~)':;jON EXPiRES DEC. 29 1979
NOTE: Bef'ore signing aff'idavit make sure all blank spaces in tl1e af'fidavit and schedules annexed are
~il1ed in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
l
~CC.34 (4-73)
CGMlIlOMWlf.u.Tlf OF PINNSYLVANIA
DEPARTMENT o,F RIVENUE
BUREAU o,F Co,UNTY Co,LLECTlo,NS
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 cammon with another or ather, 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 locatad In the Commonwealth of Penrrsylvonlo 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, a.sessmonts, accrued Interest on mortgage., etc..are
to be listed on Schedule uFH and must not h. deducted from this schedule.
(1)
(2)
(3\
DEPARTMENT
VALUA TlaN
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
ALL THAT CERTAIN tract of land, together witl
the improvements thereon erected, situate in
the Township of Hampden, County of Cumberlan(
and State of Pennsylvania, bounded and de-
scribed as follows, to wit:-
BEGINNING at an iron pin in the center of th.
Trindle Road, at corner of lands formerly of
the Emandar Realty Company; thence along
said lands formerly of the Emandar Realty
Company and others, South 62 degrees 26
minutes East, 1151.3 feet to a stake in the
right-of-way line of the Pennsylvania Rail-
road Company; thence along the said right-of
way line of the Pennsylvania Railroad
Company, South 74 degrees 41 minutes West,
743.7 feet to an iron pin at corner of
lands now or formerly of Martin A. Brinton
and Maud Hurst Brinton, his wife; thence
alonrr the line of said last mentioned
lands, North 48 degrees 05 minutes West,
849.00 feet to an iron pin in the center of
the Trindle Road, aforesaid; thence along
the center of the Trindle Road, North 63
degrees 55 minutes East, 365.8 feet to an
iron pin, at the point and place of
BEGIN/JING. CONTADIING 10.0 acres, more or
less.
BEING the same premises which Martin A.
Brinton and rr.aud Hurst Brinton, his wife,
by their Deed dated Befruary 17, 1925 and
recorded in the Cumberland County Recorder's
Office in Deed Book "Y", Volume 9, Pase 423,
granted and conveyed unto Frank Miceli, the
within decedent.
Appraised by Joseph McGraw, MAI-SREA, of
Joseph McGraw, Inc., specializing in
Appraisals and real estate consulting, of
3rd and Market Streets, Lemoyne, Penna.
A copy of Appraisal is submitted herewith.
120,000.0
/
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.
120,000.00
\"20 OO~.VJ
I
RCC -35
RESIDENT DECEDENT
SCHEDULE "BIT
PERSONAL PROPERTY
*~
COMMONWEALTR OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
I NS'l'RUC'l'IONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of 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 should be listed first (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certif'icates, 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 t'iduciary in said capacity, partnership interests, interest in any undistrIbuted
estate of' or income f'rom 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
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
(1)
Household furnishings appraised by
Chuck Bricker, Auctioneer and dealer in
used furniture of Texaco Road, Mechanics.
burg, Pa. (Copy of appraisal submitted
herewi th) .
,../
/
590.00
Insert this total opposite "Personal Property", Schedule "Bit in
the "As Reported" column on the last page of' this return.
x X
590.00
:; cto .00
RCC-36
COMMO\\'{EALTII OF l'EXNSYLVANIA
TMX8FFl\ INHEHITANCF TAX
SCHEDULE "e"
TH.-\.;\Jsr'T':JtS
I,ES IDEXT OECEI1FXT
(1) Dirt decedent, within two years of'rleath, make any tnmsf'er of' any material purt of... his estate, without
receiving a valuable and adequate consirleration thprefor? (Answer yes or no) NO
(2) Did necenent, wi thin two years or neath, transre," properLY rrom himse] t" to himse] r and another or
others (illcll1rling a spouse) in joint ownership? (Answer yes or no) No
(3) If' the answer to (1) or (2) above 1s in the af'f':t.rmative state:
(a) Age of' decedent at time of transfer l'~One
(b) State of' decedent' 5 heal th at time of' making the transf'er. (Note 1).
(c) Cause of decedent' 5 death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of' property without receiving a valuable or adequate
consideration theref'or which was to take ef'f'ect in possession or enjoyment at or af'ter his dp.ath?
(Answer yes or no) No
(a) Was there any possibility that the property transf'erred might return to transf'erer or his
estate or be subject to his power of' disposition? (Answer... yes or no) No
(b) What was the transf'eree's age at time of' decedent's death? l\lOne
(5) Did decedent in his lif'etime make any transf'er without receiving a valuable and adequate consideration
theref'or under which transf'eror expressly or impliedly reserves for his lif'e or any period which does
no t in f'act end hef'ore his death:
(a) The possession or ep.joyment of' or the right to income f'rom the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess cr enjoy the property transf'erred or
income theref'rom? (Answer yes or no) No
(6) If' the answer to (5) (b) above is in the af'f'irmative, state whether the right was reserved in decedent
alone or others None
(7) Did decedent in his lif'etime make a transf'er, the consideration f'or which was t.ransf'eree's promise to
pay income to or .for the benef'it of' care of' transferor? (Answer yes or no) fJO
(8) Did decedent, at any time, transf'er property, the benef'icial enjoyment of' which was subject to change,
because of' a reserve(1 power to al ter, amend, or revoke, or which cmlld revert t.o decedent rmder terms
of' transf'er or by operation of' law? (Answer yes or no) No
(9) If' the answer to (8) above i3 in the affirmative, was the power to alter, amend, or revoke the inter-
est of' the benef'iciary ..,eservert in the decedent alone or the decedent and others?
(Answer yes 0 r no) 1-.. 0
NOTE 1: The answers to these questions should be supported. by af'fidavit by the attencUng physician as
well as a copy of' the death certif'icate.
NOTE 2: If' answer to any of' the above questions is yes, set forth below a description of the property
transf'erred, it's f'air 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 !"teed 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 applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
UESCRIPTION
MARKET VALUE
(Es tlma ted)
DEPT. VALUATION
(Dept. Only)
None
None
Insert this tntal opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of' this return.
None
N tf'-'.-
.'
.
REV.4~3 (8-'78J,
COMIIONWEALTH OF PENNSYLVANIA
'f11lN!IIPIIk INHERITANCE TAX
RflItDlINT DECEDENT
*'
SCHEDULE "D"
BENEFICIARIES
.
BENEFICIARIES AND ADDRESSES RELATIONSHIP
(State full names ,and addresses of all who . (If' .~-a.iIdr.... or SURVIVED . DATE INTERIlsT OF
have an interest, vested, contingent or other.. , illegitirnatechildten DECEllIiNT OF BENEFICIARY
wise, in estate) are .,involved.!!'let : STATE YES BIRTH IN E~TATE
. forth this fact.) ORNO . .' I
:1.
RaymOnd Miceli Son Yes One-tenth of estat$
, , , ,
Box 244 , I
P$.. 17011 . I
Shiremanstown,
On"-tenth ,
Mrs. Dena No ""Ie DaUl"hter Yes of estat'
3u S. 39th S ree t .
Camp lIill, P . . ,17 on
Mr. Edward M ceH Sqn Yes ~e-itenth of estate
5180 E. Trin "le ~oad , 1
Mechanicsbur ~, P$.. 17055 ,
Ronald Micel Son , Yes Ope~tenth of estate'
12 Lake \-lil ..wooCl-Rout e 3
Cottondale, lab$.ma 35453
Mrs. Loo Run r Daughter Yes One-tenth of estate
,
358 Rumson D 'ive+Wilson Par ! .
Pe.. 17100 ,
Harrisburg, . i
Harian HosIei'> , Daughter I Yes I One...tenth of estate
I
I ,
5160 E,. ' ~rin ~le Road ,
I ,
. , P~. 17055 !
Medhanici:sbur , I
" ,
Mrs;. Di litO V les Daughter Yes - O~e-tenth of elltate
I , , ,
2 Terra :13 Pl ce , i I' i
Gum erle. 1'13.. 17070 : , -
New d, . " ,
Frank; Htaeli Son 1 ,v;es " . Obe~tenth of a< tate
rble , , I
28 W. 1'1 Street Ii .
Mech~n~ . '''bur l70C;C; " , , \
Pa. I . , I i
CJ. ~!rcle W Dtj.ughller , . One-tEmth
Mrs. lkel? , Yes !, of tate
" e
"
h eh stm)lt St. , I , ,
129 Sou I , !
Mechani sbur PIJI. 17055 ~ I II
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William Oman Grandsqn Yes i , Ope-fortieth p
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Box 1,60 ~R. D 1 , e,state
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Deponent !fJrther sa s that! all the a~"e.n~med beneficidries ar~ living at this t ~ " I
m, bctptbelo\,,: I
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DpE O~I>EATH I ,
NAME , i RESIDENCE i
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SCHEDULE "0"
BENEFICIARIES
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BENEFICIARIES AND ADDR\;'SSES RELATIONSHIP
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(State rull names and address~s ,P(\all who ' (If stepo.ehildren or I~URVIVED, DATE IN'I:EREST OF
have an int~rest. vested, contingent or other- illegitimate children DEOEDENT .OF BENEFICIARY
wise, in estate) are involved, set STATE YES BIRTH IN ESTATE
- forth this fact.) OR NO ., . !
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Mrs. Cecil King Granddaughter Yes One-fortieth of l
222 Race Avenue I estate
Byesvil1e, Ohio 43723 I
,
E1 iznbeth Oman Gr anddaugh te I Yes One.,.fourtieth of I
112 Na.:rc1 Street ...~..o
, I 17100 I
HarrisburlZ- :Penna'.
Cece1ia , Granddaughller Yes Onejfortieth of
Oman .1 .
17),<; 18th St~eet -, I
estate
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\1ashington, D. C.. 20009
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SUMMARY
(Sch. "A")
(Sch" '.'B")'
. (Sch.; ':'C'l>
Real Property
'Person~1 Pro\lerty
Tralsrers
Jontl'V Owned
Property t::;c!;l. "J!il~)
Gross Taxablp Estate
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(1)
(As R<morte~
$ 120,000. 0
$ 590.g0
$ ,0.0
$ 1.no.6e
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$ 122. ":\00.62
(2)
(As Determined)
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RCC-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "E"
JOINTLY OWNED PROPERTY
RESIDENT DECEDENT
*
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
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 ef'fecting vestiture, 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.
percentage Estate
Share Valuation
Descriptifln of Property, Date of Acquisition, Name unit
Address and Relationship of' Co-Owners, and Place Value
of Record of Instrument, where Real Estate.
x>x>x>~>9N();Q< U><X
:<s ><X ><X (X (X y, JV 0. 'Y>
'^ ~ ><X X> ~ !Y ()( () X> :X ^'^
y, !'XY.
:X ><X
:<s(32;(X 'VV
(l) Savings Account No. 14-0011236-1
with The Commonwealth National Bank
registered in the names of Frank
Miceli and Ronald G. Miceli, as
Joint. Tenants with the Right of
Survivorship. Balance as of
September 26, 1978 $1596.40
Interest Accrued to 9/26/78 $13.47
(Opened as a Joint Account on
March 27, 1971l..)
(2) Checking Account No. 140-369-0
with The First Bank and Trust
Company of Mechantcsburg, Pa.,
registered in the names of Frank
Miceli and Ronald Miceli, as Joint
Tenants with the Right of Survivor-
ship. Balance as of September 26,
1975 $186.48
(Opened as a Joint Account before
the year 1960)
(3) Savings Account No. 506-825-9
with The First Bank and Trust
Company of Mechanicsburg, Pa.,
registered in the names of Frank
Miceli and Frank D. Miceli, as Joint
Tenants with the Right of Survivor-
ship. Balance as of September 26,
1.978 $1609.63
Interest accrued to 9/26/78 $15.24
(Opened as a Joint Account on
November 6, 1974)
50%
50%
SOls
5CY/o
50%
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
property Interest
V
798.20/
6.7l!
1//
/
93.24
v/
(
804.82
7.62
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of' this return. 1710.62
\1 \0.1,.,'2