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Home My WebLink About05-10-79 Inventory of the reo I and personal estate of Sarah J. Hancock deceased. . Personal Property First National Bank of Shippensburg - Checking Account 6,449 61 First National Bank of Shippensburg- Savings Account In 21035 2 15,348 03 Kenny's Auction - Proceeds of household items 52 40 G. Leonard Fogelsonger Ins. Agency - Refund 20 00 Pro rata share of taxes 25 11 Household Contents 1,381 00 I Real Estate I I I All that certain lot with double from house erected thereon, situate I in the Borough of Shippensburg, Cumberland County, Pennsylvania, said house being known as Nos. 20 and 22 East Orange Street. Sold privately to Beistle 18,500 00 Company, Net proceeds I TOTAL $41 776 15 COMMONWEALTH OF PENNSYLVANIA L ss. COUNTY OF CUMBERLAND J' Kathrvn H. Weibley being duly sworn according to law, deposes and says that she ; ~ ~h.. Executrix ~ of the Estate of ~.qr:lh .T A H.qnl'o,...k late of --..- _.Borj)ygh. Qi_Shippensl:>J,IJ;'g__.___ , Cumberland County, Pa., deceased and that the within is an inventory made by her '_ _ _, the said Executrix of the entire estale of said decedent, consisting of all the personal prop~rty 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 0 -k^"".,-u -b and subscribed before me, ;& a.d " 79 K."'ryo H. '''''''' 4~ l ~ 29 Wyrick Avenue / ,. 'l.J . -. ._._- "'ppensburg Pennsylvania 17257 ~ PA c.n.bedtnd CGunIr ' Mr """""""'" IiopHa lleoImIIol U. 1981 Addr... Date of Death 20th June 1978 Day Month Year INSTRUCTIONS I. An inventory must be filed 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 attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 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OF WILLS AND DEDUCTIONS OF CUMBEIl.T.ANTl COUNTY AND AGENT 0'" THI: COMMONW.ALTH /,/ \ / / I' ~/'/ ESTATE OF Sarah J. Hanco"k LATo'.OF DATE OF FILING APPRAISEMENT ~IdA \A.J I ~ IQ'1ti DATE OF DEATH .T1mp ?Ol 1Q7R DATI! NO. Oil' NAME OF PAYEE REMARKS AMOUNT VOUCMIi'f IT_< ~~~ .~~ r.n. 1.-111 26 44 n n~ ':no<. & I.a h.? Dr. Freeman Medical expense 11 00 . " '.1. --- -, Hnrn.. 107h. nn Re2ister of Wills Cumberland Co Letters Testamen.g~ 1 ~~ inn Certificate Borough. of Shippensburg Final Water bill 78 07 Hale Real Estate Commission for sale of real est. 1 110 00 News-Chronicle Advertisinll Letters 1n nn ._~ Law Journal Advertisino L"~~"rs 1 R nn . nf T." 110 I_~ t'n ,<< Hno Tn.. "fog. n nn n~ 1 yot ~i~!ST~ ~;~:.~ T. m nn William Needv. Tax Collector 1978 School Taxes 00 ,,~ Kathrvn H. Weiblev Executrix's Commission ? nRSI Sin M",.1e & A. 'Q ".... ~ naa an Register of Wills, Cumberland Co Family Agreement 15 00 Shirley A. Marburller Notarv Fee 1n nn TOTAL $7 R07 18 COMMONWEAL.TH OF PENNSYLVANIA } ..: COUNTY OF rUMBERLAND I, Kathvrn H. Weibley HEREBY Cr.RTIP'Y. THAT. TO THE BUT OF MY kNOWLEDGE AND .ELIEF. THE ,.OREGOING I. A JUST AND TRU E .TATEMENT OP DEBT.. F'UNUAI.. EXPENSES AND IEXPEN8U OP' ADMINISTRATION .UIIMln~ _ ". _.'" ~ 'u,"" ,. ~.. ._ .~.oo''"=_._. INHERITANCE TAX PU."PO.... dt 70 ~ / r>~ I .. ..L :/ (L. ..1 SWORN AND 8U.,CRI8I:D BE"'ORE ME THI. c::J~ nAY CW I ~~ .0-22- ~ : .~,i"'''<J !IioIep I. . Not..., Nile SI.,U -" ~ PA. . :" CurnMNnd' COUftIt' My __ 1lIpiros _ 27, 1912 ") /- b.. "-L; /..;} .!J-j;oj1'l [--.......... RCC-33 (4.73) -* COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT, This return must be completed in detail and filed in duplicate, with all attached. with the Register of Wills of the County where decedent resided; Return is due within nine months after date of death, unless an extension is granted by the Secretary of Reuenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } ^'''''^~ '" Sarah J. Hancock EXECUTOR (STATE FULL NAME OF DECEDENT) Borough of Sh!ppensburg ADMINISTRATOR Late of County State of Pennsylvania } 55' County of Cumberland Kathrvn Weiblev Exec5ax ~ of the estote of the above-named decedent being duly sworn, depose S and say S Decedent died June 20 , 19---Z8-{:estate leaving a last will, copy of which is hereto attached. ) (MONTH) [DAY) (y EAR) Intestate Nome ond odd.... of o"o".Y o. } Mark & Weigle. Jerry A. Weigl.. other authorizedrepres.entative to whom all correspondence should be moiled. 115 East Kini Sr.TP-et, Shippensh1JT"g, p,q- 17~~7 That as such Executrix deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR-~J 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 AODRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED REL A TIONSHIP 0 F JOIN T IN WHICH DECEDENT RENTED A S.-\FE DEPOSIT BOX IN NAMEORNAMESOF HOLDERS TO DECEDEN T That the contents of said safe deposit box or boxes are itemized under Schedules of this return, with the exception'of the Collowing, for the reasons hereinafter set forth: 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 pos session, s tanding 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 prior:"to'dbced'ent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds', p~i;tal , . savings, treasury certificates or notes and other evidence of indebtedness of the United'-State's to the .de";- cedent; all obligations, whether by statute or agreement they are designated as tax free, of JRe Uniteg States, or any state, or political subdivision thereof, or of any foreign country, which are owned a(Ahe 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 decede'rlt, 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 hriefly 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 tk d,iit' flf death, bonds and accrued interest thereon to the date of decedent's death and other investment -." ",.' !l~~J oy lhe decedent at the time of death, with the "market value there- of at such time. In the case or securities or close or ramily corporations, the values reported are as rar as r~ssillle substant.iated by rinancial statements or 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 an~' co-partnership or business, and in support of the value of such interest there is annexed to said scherlllle, rinancial stat'ements showing the assets Rnd liabilities of said co-partnership or huslness. A copy of :,he co-partnership agreement, (if oral, a statement setting rorth the nature or the agreement) together wlth a statement setting f'orth the character o-r the business, its location, and such other f'acts pertai ni !~g to the business as may be pertinent to a fair and just appraisal of' the decedent's interest therein rn~\st be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of' death. The Sc~edule C attached hereto and made part hereof sets forth a true answer to each inquiry contained th>_'rein and in the case of' transf'ers of property, real or personal, within two years of decedent's dell. th, in contemplation of' decedent's death, or intended to t~ke ef'f'ect in possession or enjoyment at or after death, said schedule sets ~orth the nature and value of' such property, to whom tranSferred, the relationship of the transferees to the decedent, the proportl,onate share received by each transferee and all other f'acts of a pertinent nature regarding sairltransf'ers. In the case of trans~ers intended to take eff'ect in posseSSion or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Therl'! is also set forth in said schedule a list of all property, real and personal, with its value, which pa8ses at decedent's death by virtue of' the exercise by decedent, either individually, or jointly with another, or any power or appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of' another, wi th a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof' sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if' any, to the aeceden t, together with the ages at the time of decedent's death or all minors, annuitants and beneficiaries f'or life under rlecedent's Will. It also contains a statement showing which of the benef'iciaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of' such issue to the benef'iciary. That S~~edule E attached hereto and made a part hereof sets f'orth 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 instruments ef'fecting the yestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of' co-owners to the deceden t. That Schedule F attached hereto and made a part hereof sets f'orth fUlly and in detail all debts and deductions claimed f'or and on behalf' of this decedent1s estate, including rllneral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and nldiciary's conunisslons paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing amI unpaid at time of death; taxes accrued chargeable for 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 f'or 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 ree, commission or debt is less than the estimated amount claiming and allowed, that the same will he reported to the Register o~ Wills, and that the amount of' tax assessed can be reassessed in accordance therewith. That the totals or the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein, have been carried forward and properly registe~ed in the Summary. Subscribed and sworn to before me this .......,;2~.. 1:~d~--- .............. ..... .... ............ ...... day of ...~. ..... ...........19...29. ~a~~ ....... .29...Wy.1''''ek,....Avenue..................................................................... ......... . "l.' rIIorger, .tary Pubic (Street Number) SII........... PA ComIIerf",dCounty .!)hi,PP<a.n!3I>.I,P;g,.J?.I!.......J.7Z5.7...... ............ .1 """""'""" ""'Ires >>ecember U. 198.1 (City or Town and State) NOTE: Bef'ore signing affidavit make sure all blank spaces in the af'fidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities or 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. Al so make certldn that column #1 in the "SulTBllary" has been properly completed as above-directed. L1tC:C..3<11..,,73) COMMa.(~ 'iUH OF P1l.....l.v....t. *' D.EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS SCHEDULE "A" TRANSFER INHERITANCE TAX RESIDENT DEC~DENT REAL PROPERTY ESTATE OF SARAH J. HANCOCK Real property in Pennsylvania, with slatement af martgage encumbrances upon each parcel al dealh of dece- dent. Property held by Ihe decedent as tenanl .in comman wilh another ar other, should be identified as 10 qullntum of inleresl and the estimated value shauld be thai "of the decedent's interesl only. (Properly held as joint tenants with righl of surviorship or tenancy by entirelies should be reported on Schedule "E.") The real property loe'atsd In the Commonwealth of Pennsylvania should be (1) (2) (3\ described by lot an"dblock number, .tr..t and str..t numb.r, 'ogether with DePARTMENT o general descrlplloh of the property, with a ref.rance to the record of the ASseSSED VALUe VALUA TION conveyance by which the deceden' took tl,lei If a farm .tat. numNr of a. FOR YEAR OF ESTIMA Te D CAUTION cr.s; also stat.mentof martgag. .ncumbrance. upon each parcel at death l:IEceDeNT'S MARKeT VALUe (Do not write of decedent. Taxes,a.se.sments, accrued Int.re.t on mortgage., etc.,ore to be lI.t.d on Sc'h.~ule ffFff and must not b. deducted from thl. schedule. DeATH In this space) All that certain lot with double house erected thereon, situate in the Borough of Shippensburg, Cumberland County, Pennsylvania, said house being known as Nos. 20 and 22 East Orange Street. $18,500.00/ I-- Sold privately to Beistle Company. Net Proceeds. -~ 0~ ....-- ~ Insert this total opposite "real property", Schedule" A" in Ihe X X X X X $18,500.00 "As Reported" column on the faSI page of this relurn. Rec -35 *' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" RESID2NT DECEDENT PERSONAL PROPERTY ESTATE OF SARAH J. HANCOCK INSTRUCTIONS: 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 accormts, must be listed, despite the f'act 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 certiricates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or diVidends, salaries or wages, insurance pay- able to the estate or riduciary in said capacity, partnership interests, interest in anyundlstributed estate or or income rrom any property held in trust under the will or agreement or another, eVen though located outside or the State, at the time of' death, should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTlIENT VALUATION No. List and describe fUlly VALUE lIARKE.T VALUE (Do not write in this space) First National Bank of Shippensburg - Checking /" Account 6,449.61..... 52.4(V' V- Kenny's Auction- Proceeds of household items 20.00/ ""' G. Leonard Fogelsonger Ins. Agency - Refund 25.11 - Pro rata share of taxes /' / Household contents 1.381. 00 Insert this total opposite "Personal Property., Schedule "B" in X X $7,928.12 '1, '1Ll3 1<- the "As Reported" column on the last page or th~s return. I COMMONWEALTH OF PENNSYLVANIA DEe 05 1978 DEPARTMENT OF REVENUE BUIlEAU OF COUNTY COLLECTIONS HARRISBURG 11127 IHT . '. I (',. /1 ) NOTE: TO BE SUBNI TTEU IN TIUPLl CATE IiliP(]{TlNC FINANCIAL INSTITUTION ADD KESS .-<1- '1 r- O~/() J'1n'i IaUOMl DImk .Pennsylvania Department uf Revenue BUl'eau of County Collections ~::"'_fth. Gable Building, Jrd, f'loor 411 S. Second Street ZIP CODE Harrisbul-g) Pennsylvania 17127 Pu rsuant to Sec lion 742, Pennsy I vania Inheritance and Estate Tax Act of /961, we herewith submit the following report: ACCOUNT NO. Of' JOINT, TRUST OR INVESTMENT DEPOSIT 0heek1D8 IiOOOllDt 1219-296-' NAMES ON ACCOUNT OR INVESTMENT Sanh J. Hanoook or Ia'~ H. Weibllt7 DATE OF DEATIl hDe 20, 1918 DECEASED JOINT DEPOSlTOK~S'l.fE Han k OR INVESTOR . COO ADDRESS 20 'Sut Cnage st. COUNTY 0.11_1u4 Sta1Par-Ml)...S' h. ZIP CODE 1'ft5' SURVIVING DEPOSITOR, iathz7n II. We1b1ey BENEFlCIARY OR INVESTOR ADDRESS 29 W)'Z'lok Ave., SlUppenaburg, Pa. 11251 RELATIONSHIP TO DECEDENT daqgh'i_ DATE DEPOSIT OR INVESTMENT ao. 27 1977 WAS ESTABLISHED . . BALANCE, INCLUDING INTE~t1 6J. DUE, AT DATE OF DEATH $ · ~ /.:""":~' d~,t,y f>v (pI ./;/).. ~ ~~0 . 1ft'!. Signature--i' . (!;tJ \.0 RCC- os COMM(l\\'iEALTII OF PE\NSYLVANIA TH.A\SF7R I\HEI\ITA\CE TAX SCHEDULE "en T1HNSFEflS 11ES rnE\T m:CI-:nE\T ESTATE OF SARAH J. (1) Did decedent, within two years of'death, make any transfer of' any material part of his estate. wJthol1t receiving a valuable ur:d adequate consideration therefor? (Answer yes or no) Yes - (2) Did deceden t, within two years of deatII, transfer property from himself' to himself' and another or others (including a spouse) in joint ownership? (Answer yes or no) NO (3) I f the answer to (1) or (2) above is in the aff'irmative state: (a) Age of decedent at time of' transfer RO (b) State of decedent's health at time of making the transf'er. (Note 1). (c) Cause of' decedent's death. (Note 1). Myocardial infarction (4) Did decedent, in his lif'etime, make any transf'er of' property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his dp.ath? (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) Ne (b) What was the transferee's age at time or decedent's death? (5) Did decedent in his lifetime make any transrer without receiving a valuable and adequate consideration therefor umler which transreror expressly or imp! iedly reserves for his lire or any period which does not in fact end bef'ore his death: (a) The possession or eDjoyment of or the right to income f'rom the property transferred? (Answer yes or no) No (Il) The right to designate the persons who shall possess cr enjoy the property transferred or income therefrom? (Answer yes or no) Nn (I;) Ir the answer to (5) (b) above is in the arfirmative, state whether the right was reserved in decedent alone or others (7) Did decedent in his lifetime make a transfer, the consideration 1'or 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 al ter, amend, or revoke, or which C01\ld revert to decedent under terms of' transfer or by operation or 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 beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Nn NOTE 1: The answers to these questions should be supporteci by aff'idavit by the attending physician as well as a copy of' the death certificate. NO TE 2: If' answer to any of' the above questions is yes, set f'orth below a description of the property transferred, it's fair market valne at date of' death, dates of transfers and to ~hom 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 prop.erty below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION MARKET VALUE DEPT. VALUATION (Es tima ted) (Dept. Only) First National Bank - Savings Account 111 21035 2 transferred to Kathryn H. Weibley or Richard J. ,// Weibley, June 15, 1978, daughter and son-in-law. $15,348.03/ I V $15. , \S.3'-\.ec" Insert this total opposite "Transf'ers", Schedule "c" in the 348.03 "As Reported" colunm on the last page of this return. RCC- 37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT '* SCHEDULE "D" .... 1\ BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE (If step-children or INTEREST OF (State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY have an interest. vested. contingent or other are involved, set STATE YES IN ESTATE OR NO BIRTH wise in estate) forth this fact.) ........lli1hn... ~. u~"~"~t- Son 321 Arch Street Carlisle Pa. 17013 '.T~<hl. 29 Wyrick Avenue Shippensburg, Pa. 17257 Betty Fuller Daughter R. D. 112 Du Bois, Pa. Martha R. Smith Daughter Kensington Drive Norfolk, Va I Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE SUMMARY (1 ) (2) ~ (As Reported) (As Determined) o ~ 1;(I)~ ~-< Real Property ................... (Seh. "A") $ . ..18.500...0.0. $ t'i= == 'ra 4J S Personal Property .................. .................... ..........(Sch. "BOO) $. 7,928.12 $ ........ ::l E"- "t;lo.g Transfers .............. ...........................(SCh. "COO) $15.348.03 $ -< E, s:..8i:1 $ $ o " ...................-.......................................... ~~~ " ~ ~ ~ " 0 $.. $. ~Eg. ...... ........ ................. ..... . ". .................. f5 <r: Gross Taxable Estate. $41.776.15. $ f-o "0 bO Z " ... 1;; W ~ ::l " ..l " ::E " ,J:i -< ;.. ~ "' W " r:l '" '" Q <ll - - "" -< -< ~ "" " i:C ~ ~ :;:! '" =- ~ 0 0 "" " =- p., C) tIl @ ..:: -< ~ -< '" ~ ~ W ". f-o .... ..... ~ Q W 0 ... c: -< ~ ~ ci 2:i :I: '" oJ Iii f-o 0 f-o . ..cl 1 ~ z '" ..., 00 ~ W " ~ ... ~ 0 .g 0 u. 0 i:C '"' ..c: c: ~ ... 0 ~ 0 0 Of o:l. =- ., W tIl " .... " !: ~ " i:C ./:J 0 ~ c: ~ -< ~ .c. 0 '" ::; 0 E = 'g " !: " ~ <5 .- "0 " 0 E::~ ..l U U RCC.38 COMMONWEALTH OF PENNSYLVANIA * TRANSFER INHERITANCE TAX SCHEDULE "E" RESIDENT DECEDENT JOINTLY OWNED PROPERTY ESTATE OF SARAR .J HANr.nrv INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th anot.her or others, including intangibles, s tanding in the name of' the decedent and others. List real estate first, as entireties, or joint tenants, giving brier description, as indicated under Schedule "A", plus the date and place of record of' instrument effecting 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' acquisl tion, and the name, address and relationship (ir any) or co-owners to the decedent. Description of' Property, Date of' Acquisition, Name Unit percentage Estate DEPARTlIENT VALUATION Address and Relationship of' Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of' Record of' Instrument, where Real Estate. In This Space. :xxx>< X>OO< :x )00< Value or Value or X XX>6< :x :x :x ~ Mol tXX >00000O< ':?Y: xx: >0<: Entire Deceden t' s XX>6< :x Property Interest NONE - N C'""K- Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. REV..484 (8..78} , 'County, Number and Nome 21-Cumberland SUMMARY File Number 21-78-0610 Dote of Death June 20. 1978 COMMONWEAL TH OF PENNSYLVANIA Estate Harne J.I;:IInt':nrk <:.::r.r-.::r.h J. TRANSFER INHERITANCE TAX (LAST NAME) (FIRST NAME) (INITIAL) RESIDENT DECEDENT REPORT OF INHERITANCE T AX 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 ':Au, :'8u, flC", and liE". ~~ \? \..>--~Q c,'v'v'-;~~ . Doted: July 12, 1979 0 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 last column to the right in Schedule elf", which greater or lesser amount represents the sum allowed as a deduction. Doted: REGISTER OF WILLS ADJUSTMENTS , I INVENTORV VALUE AS APPRAISED !cODE (HARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ lR -"on nn 00+ 92+ Personal Property (Schedule B) ~ I? 11ft Joint-Held Property (Schedule E) ~~~, 21ft Transfers (Schedule C) 1 ~ ~I1R I n~ 31ft TOTAL GROSS ASSETS ~111 .,.,to 1 C Less Debts and Deductions 40- 93- (SCHEDULE Fl CLEAR VALUE OF ESTATE Valuation of life estates or ..L- PRINCIPLE FACTOR VAL.UE ~ annuities.................... ._ $ t= E I - ESTATE TAX ASSESSMENTS -$ FOR USE OF REGISTER ONLY ~ COMPUTATION OF TAX Tax on $ 2% $ Tox on $ 6% $ Tax on $ 15% $ 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 $ E= BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $ I Add interest at rate of 6% from '0 $ AMOUNT OF ESTATE TAX ASSESSED $ C Estate tax paid $ I BAL ANC E DU E $ Add iOlterest at rate of 6% from to $ TOT AL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONLY) 48-Adju.tment 6O-Life Estote 93C-Charity 96-Successive 49+Adjustment 92+Remainder Appraisal 94_Remainder Ruidue Life Estate 56-Annuity 93_Remainder Deduction FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsdt'ent a:Justments ore mode to the above computation of tox by the Register of Wills, for proper reoson same should e not below, with short explanation. I *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG REV-SIB (3-79) 17106 IN YOUR REPLY PLEASE REFER TO Investigetion Division NOTICE OF FILING OF APPRAISEMENT Kath ryn We i b 1 ey 29 Wyrick Avenue Shippensburg, PA 17257 (Executor or Administrator) In Re: Estate of Sara J. Hancock Cumberland County - File No. 21-78- 061 0 Dear Ms. Weibley: You are hereby notified that the ol"'igin.=.l appraisement in the estate of Sara J. Hancock has been filed in the office of the Register of Wills of Cumberland County on July 12, ,19~. Said appraisement reflects the following valuations: Real Estate $18,500.00 Personal Property 7,928.12 Transfers 15,348.03 Jointly Owned none Total $41,776.15 As to such tax that is paid with in 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. ,I) C\ () ~,_ ~j__' d-Qu \. ......,"- ~ _ _ _ 'v _^--._\...,,---, ,"\ Date July 12, Iq7q Signed G' Title Administrative Officer NOTE: This is not a bill. REV-457 (S-?8) COMMONWEALTH OF PENNSYLVANIA DATE July 12. 1979 DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland BUREAU OF FIELD OPERATIONS P.O. BOX 2970 APPRAISEMENT FILE NO. 21-78-0610 HARRISBURG, PENNA. 17105 Whereas, ~;::a"'ilh J _. Hancock late of Shiooensburo in the County of Cumberland Commonwealth of Pennsylvania, having died on the 20th day of June 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo FulQiniti , 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 collat(~ral rate on any such future interest. DESCRIPTION OF ASSET UNIT . _f-'.?prillsement VALUES Made for Inheritance Tax Purp')ses Real Estate $ 18,500 DO Personal Property 7,928. 12 Jointly Held Property none Transfers 15,348. 3 TOTAL ASSETS . $41 .776 15 , I I I ! i ; i : I >--- ~ Have been duly sworn according to law, I do herebY~ify that the above appraisement is made in conformity with the law on this l' ~" day of ~ _ ": ,. '. 19 .19-. "\..-.:.> \... \.,--",~'. -:- \ i--' ..--~-, U Appraise' (Number and Street) Harri sburg . PennI_ (Post Office)