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HomeMy WebLinkAbout03-14-79 (2) Form RCC-lO ::({~ 7J'~ (,/;;... DEDUCTIONS ALLOWED IN OP'FICE Oil' THE REGI8TER Oil' WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ 5 <v- <:J~ C,{ ..,._._..,.'L..~".....,...~ . 2-J?2~. ESTATE OF Carrie M. Hurlev l.ATIi OF Middlesex Townshio OF (~nnl"lP.,.l RnrJ COUNTY AND AGENT Oil' THI COMMONWIALTH ';l' n. MOn /J. r'f' I Y OAn OF DEATH October 17, 1978 DATE OF FlUNG APPRAISIMIINT ..- DATI![ NO. 01" NAMI[ OF PAYEE REMARKS AMOUNT VOUCMn 10/ 0/78 Belvedere Medical Corp. 3alance due 10 00 10/ ~/78 Brothers Funeral Halle Puneral ses 2547 00 11/ /78 Register of Wills Letters TestlUOOntary 28 00 11/ /78 The Evening Sentinel ~ertising Letters Testamentary 16 65 111 1/78 CuniJerland law Journal Mvertisinlz Letters Testamentarv 18 00 111 7/78 Ebv Granite lAfl 100 eel: JlUOOS R. Huroor, Esq. t\ttorney fee 1,38l. 8 Farmers Trust Co. ssion 1,381 98 Closing and Filing Costs 250 00 5,828. 61 COMMONWEALTH OF ..ENN8VLVANIA COUNTY OF CuniJerland }.., 'or VP &. TO Fanrers Trust I. I.' AV OP (L. ..) I, NY kNOWL.IDClI AND .ELla,.. THI P'O....ClOING I. A "UaT AND TRU a: .rATIIN ADMINlaTRATION .U.MITI'lg TO THI leTATI 0" ie M. INHIRITANCI TAX PUIUlro8... DORCAS A. Al_RiG~T, NOTARY PUBLIC CI..RLlSlE BORO, curiaE':' Aim COUNTY MY COMMISSiON EPF:cS AUG. 16, 1982 Memb2r, Penlis~'lvanja Association of Notaries I I I I I I I I I I I I I I I I I I I I j I I I I I I I I I I '4 ':t,:~; j\:Y'~:t, to ... ,I,., ;..".." '. "Jf-<+_ :::.....j':{..: ',> :8';it:~,!,;-- -', =--OZ a~:ra2 !::!:a ~ Q f!l ~:a.. OO!!..:J_ ... ... C 0 :J gi":;-~D "<:::l Cl...o::; 3 ~Q':i :; o~~.& :J ... III ... :f: <!,,_ ~o~g:Di 0_. a;;:&.~a ; ~af,~ :-' ~ 3 ~ ~ ~i&.3" ~ .~i - 0 , ;;i'~5 " ... ... g ~2;. 0....._ ;;:m~e ~5" ~- 0 o Cl -:I =&.;;z- ~ 9: c 2" ::r-:J"" 0" a." 8:~!; =~o2. ~ if&..:: ::a~~ e ~ : g 3 a; ::r-_ o ..... CD 0 -<e~:T^, :r9.3:'~ -- 3 CD CD lD ::r 0 0 _. Cl CD ::J _ < !2...o...'E:rQl -<g~~a.. ~:r:TY e- el> ~;.~-< ~~g,: c:=::J 8 = ~ u= s = i<S2) i~ !.c:=::J i(fUlJ . c " .. l! V> I ~ ~ o ~ :.- ~ :.- ~ c Z ~ ... fI) VI 2 G II g I ,<- ~ ~ -< . I I I ~ ~ 0" :!:! g- -g ~g ~ii"a:.:..;:: 'ff1:;"O !.::t_ ... - ...... - CIl )> o CD 0... ::. -0 x 3 CD (II ~ !II ~ ~ ~;:: Q 9. (D~t9 CD C =i 3 3 o 0 ? - or _ o ~ o _. -- CD ~ ;;. m c CD g, ... ... o m n m "- m ? i I t! ~ & ~ . ... I ... fI) 2 "" o -< 3 m ? \0 m ~ ~ e ~ 2. 0 om" -< ~ '-'0 - -)( - :0:.- "'!l '-' g, ... fI) ... <i ~ fI) o o CD 5a. o m o ;;. ... o !l ~ ~ ... ('1 a .... .. It ii . ~ a \A '" ~ ~ o . o ::> ... ... ~ o o ... f =- I '1 .. i c+ o B i ll:I c+ 3 :. 0- ~ ~ o . o ::> '" ~ ~ o . o ::> ... ... ... ... ~rjJl~~: m <: m o t , , I . f , I i , . i I ~ &to ~ m' S o m -." o , :~ 8 o ::> )( :3" t g-cc I . "" I _ m . 05' ~ 0 I - ~ I :r ~ I m::> f 0' c. t = - f ~ 5- . -. (D I <E~. . o I ~ ~ . o CD . to 0 . .. -. . f t .. I "j I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I 1- ~ "- ~ g o COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .d-/~-7t _~~-11'-O&I:L- _O-/f~-J' RCC-33 (4~73) RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORTANT, This return must be completed in detail and riled 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't:enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF EXECUTOR ADMINISTRATOR County CARRIE M. HURLEY (STATE FULL NAME OF DECEDENT) Late of CUMBERLAND State of PENNSYLVANIA } .., County of CUMBERlAND Administrator Farmers Trust Canoanv of the estate of the aboveenomed decedent being duly sworn, depose Executor and ..ay Decedent died October 17 19 78 (MONTH) Name and addr... of attorney or } other authorized r.prea.entative te whom all corres.pondence should be mailed. (DAY) (YEAR) testate leaving a last will, copy af which Is hereto attached.,} James R. :IIi.uoor. Esquire <he West Hie:h St.. Carlisle. Pa. 17013 That as such Executor deponent is familiar with the affairs of said estate and the property constituting (EXECUTO R-ADMIN1STRA TOR) the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly. with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S...FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N(")NR 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 the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other'institutions, whether individually, or in trust for any other person or pe~s,ons giving also separately the accrued interest thereon, if any, down to the last interest day prim to d~cede~t's death in the case of savings)ba~s, and to the date of decedent's death in all other cases; all bo~s;postal savings, treasW'y certificates or notes and other evidence of indebtedness of the United States !iJ- the de~ cedent; all obligations, whether by statute ot agreement they are designated as tax free, of the U!iitedStates, 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 interest 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. In the case of securities of close or family corporations, the values reported are as far 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, financial statements showing the assets and liabilities of said co-partnership or Qusiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining 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 forth in itemized rorm, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case or transrers of property, real or personal, within two years of decedent's death, in contemplation or decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther~ 'is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise 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 schedule. That Schedule D attached hereto and made part hereo~ sets forth the names and addresses o~ all persons beneficially interested 1n this estate at the time of decedent's death, the nature o~ their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time o~ decedent's death of all minors, annuitants and beneficiaries for lire 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 o:f their death, their issue, and the relationship of such issue to the benef'iciary. That Schedule 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 instruments ef~ecting the vestiture of real estate and the date or acquisition or personalty, plus the name, address and relationship, i:f any, of' co-owners to the decedent. That Schedule 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 f'uneral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary's commissions 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 and unpaid at time or 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 for obliga- tions, if any. It 1s 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. Subscribed and sworn to before me this /f....ll/.............. Fanrers d "F" as directed therein, That the totals of the appropriate columns in Schedules "A", "B", "en, have been carried forward and properly registered in the Summary. lfu.r ley :::C);;;~ day o~<e('~ .. ...19..Z,? 1/ &/~;EP,;.IT' WTI,RY PU511C':'!;'~~~~~~ ~r""'''''''''''''''''''''-''''''--' CARI.,SI., GORJ. UI:i3'~U\NO COUNTY Carlisle, 17013 fill CO;'I,t:iJ:;SiGN i:.\?::';LS. AUG. 16, 1982 ..... ..................n..............mm.m..._......~...................m............. ................................... Memo", Pennsylvania ^;,ocIa(icn of Notaries (City or Town aM StAte) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled 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. "Ct-,. 14-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DEC!DENT ""._~ ...;.;.......'u__..,..., 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 jn common with another or other, 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.") Th. r.al prop.rty located In the Commo"wealth of Penhlylvanla .hould b. (1) (2) (3\ d..crlb.d by lot and block number, .tr..t and .tr..t numb.r, tog.th.r with DEPARTMENT a general de.crlptlon of the prop.rty, with a r.f.r.nc. to the record of the ASSESSED VALUE VALUA TION conyeyanc. by which the dec.dent took tltl.; If a farm .tat. numb.r of a. FOR YEAR OF ES TlMA TE D CAUTION cr..; 01.0 .tat.m.nt of mortgage encumbranc.. upon each parc.l at d.ath DECEDENT'S MARKET VALUE (Do not writ. of deced.nt. Tax.., a.....m.nta, accNed Int.r..t on mortgag.., .tc.,are DEATH In thl. .pace) to b. lI.ted on Schedule "FH and mu.t not be deducted from thl. sch.dule. !UlE I N ~ 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. RCC -3,5 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENl DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* INSTRUCTIONS: This Schedule must disclose all tangible andintapgible personal property owned individually by the decedent, at the time of his deat~ 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 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 any undistributed 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 or death, should be listed in this schedule. Item No. ITEM List and describe fUlly UNIT VALUE ESTIMATED lIARKE.T VALUE DEPARTMENT VALUATION (Do not write in this space) 5. 6. 7. 8. Checking Acct. 5 4916 9, Flum3rs Trust Co. statanent Savings 1 30501 8, :Fa.rIrers Trust Co. Interest to date of Death on Itan # 2 Certificate of Deposit 15949, Flum3rs Trust Co. dated 5/16/78 @ 5.50% Interest to date of death on Itan #4 Refund, Presbyterian Haoos, Ine. Refund, Blue Shield Refund, Medicare ,/ 1,778.5;;::: ......- 5,134.4~ ..- 85.8V 20,OOO.~__ 186.38....- 445.9E3/ 2.:~> 5.0lT 1. 2. 3. 4. Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" colunm on the last page or this return. x X ,.- 27,639.51 "2-1",,\ <':'3"(.5 t Ii FAR~1ERS TRUST COMPANY \\/\\ STATEMENT CARLISLE. PENNSYLVANIA 1701:1 .EU\'W~'1J':;~. PERIOD ENDING 10/25178 u 57.916-9 01 r 1 CA~Rlc M HURLEY MAC L ~U~LEY PATTY 116 N MIDDLESEX DR CAQLISLE PA 17013 -, JSE REVERSE SIDE FOR 'NCllING YOUR ACCOUNT L .J Of CORRECTED ADDRESS: If this address is incorrect. please give correction to any teller. CHECKING ACCOUNT -4916-" PREVIOUS BALANCE .. (601',,4(' NlJMBER , .,., CHECKS, DEBITS 8. CHARGES - ___u___ DEPOSITS.s. CREDITS DATE BALANC E 2QO(1 1 i ; 09/").7 C586142 4fj46 1 1 306140 10/10 c84613fl 1D6~79 1 1 1 10/L3 P7"l:';7 I 1 I 177 85 7 M 1 1 I 101).4 10G 1 I , I I 1 1 I I I 1 1 1 1 1 1 I 1 1 I 1 1 i , 1 1 1 1 , I I I I 1 I I I I 1 I I 1 I 1 I 1 i I 1 1 1 1 , 1 I I 1 , 1 1 I 1 , 1 1 1 1 , 1 I 1 I , 1 I I I , I 1 1 1 , 1 1 I 1 1 I 1 1 I I I I 1 I I I I I I I I I I I 1 I I I 1 1 I I I 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 I . I 1 1 1 I I 1 1 1 I I I I I 1 1 I I 1 1 1 ! I 1 1 1 ..,1,...(& ""ON ..' ' TOT.&. AMOUNT IlIO. 0" ""," NO. 0'- ""," TOT"'\. AholOUMT .~_~~~ l ... ITlMS NEW IALANeE ~AlVfova .TA~~.~; 0" OIlO.T. CHt.CKS _rr' ou', I:HCI"Qal)lll:U 0,. CfllOITS tHAftG' 21100;4it 4191it:02 .I 1 J 4 300:'10 , U(J ,r;tl . ~AIE - BALANCE TAXPAY!R 10E>jTI'ICAyION NO. NEW IALANCE BALANCE -- - ~ ~m ii" ?: ; >: ~ ~ o ~ 3 i5 ~. z f2 ~ ;; ~ ;; ~ 3 ~ " !2 ~ ~ e. j'" o ~ ~ :;; .~ , o ~ , ~ - ~ :,. ; " .~ " ~ ~ " ' Q ~ . , 3 , 0 , " . ~~ ~~ o oLL " o " > r . :; % o . > . ~ . - . S > I ~ I ~ , .1 b- ~: ~ i OiL --: 1 ' I I _I ill ~I!~l ~I;~ ~" "> . . .c j ~ " oC '" ...:) , o o , \"" H;D 'i'zcf; :3:4~ ~3' ~ ~ , ~ C~14 73 ...... c 0' ct ~ '- '- " NN .. '" N ~ .~ . > r ~~~ ~~ 'Cl."'~ C> 0-... ~ " I Q . > ~ > r , c , , o ." .... ~ ~ ~ - a ..J , ...j "" 0;1 :D r - - ... I n....xn >>-.... ;uo-n;u ,... ;u -zr- <<no m r z "'3:C:Z - ;u 'QOr":X .emc :'-:""~ m ,... .....lU.'.", ....m'--< .C )Ill., ... Cole :0 . z. < r ~'~ % ~ ~~ ~ z ~ , o c o. ... . 0 ~ " . I ,<> > n n o c z . z c . . , . ~ . .. C> . z N . .... .. . o 7 7 .' > I ;; I . , o n z . 0- .. c.I n . . o z z c . o , . 7.4f13 , I I I I I I I 1 I I I I I I ~...I :.om I -10 "'(;)1 ~m I~ '" Z 1 -I I 1 I I 1 1 1 I I I I 1 - - RCC - ,S CLlMMO\W1:ALTII OF PEXNSYLVANIA TftA\SFFII IXHEI\ITANCF TAX SCEEDlfLE "e" TJ-L\:\TSf<EHS I1ESIDEXT DFCFDEXT (1) Did. decedent, within two years of'death, nldke any trans:fer of' any material part of his estate, without receiving Ii valuable and adequate cons!rlpr,lt ion therefor? (Answer yes or no) no (2) Did decedent, wi thin two years or "eath, iransrer properr.y rrom himself' to himseH and 'nother or others (including a spouse) in joint ownership? (Answer yes or no) nn (3) If the answer to (1) or (2) above is in the af'firmative state: (a) Age of decedent at time of transfer (b) State of' decedent's health at time of' making the transfer. (Note 1). (c) Cause 0 f' decedent I 5 death. (Note 1). (4) Did decedent, in his lif'etime, make any transfer of' property without receiving a valuable or adequate consideration thereror which was to take errect 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 transrerer or his estate or be subject to his power of disposition? (Answer yes or no) (b) What was the transfer-eels age at time of decedent's death? (5) Did decedent in his lifetime make any transf'er without receiving a valuable and adequate consideration therefor under which transf'eror expressly or impliedly reserves f'or his life or any period which does not in f'act end berore his death: (a) The possession or enjoyment of' or the right to income f'rom the property transferred? (Answer yes or no) no (h) The right to designate the persons who shall possess cr enjoy the property transrerred or income therefrom? (Answer yes or no) no (6) rr the answer to (5) (b) above is 1n the affirmative, state whether the right was reserved in decedent alone f)r others (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or :for the benefit of' care of trans:feror? (Answer yes or no) nn (8) Did decedent, at any time, trans:fer property, the beneficial enjoyment of which was subject to change, because of a reserveri power to alter, amend, or revoke, or which cmtld revert t.o rlecedent under terms of transfer or by operation of' law? (Answer yes or no) no (9) If the answer to (8) above i3 in the arrirmative, was the power to alter, amend, or revoke the inter- est or the benericiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NOTE 1: The answers to these questions should be SUPpof'ted by af'f'idavit by the attemling ph;rsician as well as a copy or the death certif'icate. NOTE 2: Ir answer to any of the above questions is yes, set forth below a description of the property transrerred, it's fail' market value at date of death, dates or transrers and to 'l"hom trftnsferred, 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 or facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided 1n Schedules A, B, or E. I TEll DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) N:Iill I N~ Insert this total opposite "Transfers", Schedule "e" in "As Reported" colunm on the last page of this return. the RCC-37 . (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" . BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested. contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Berneita M. BaughmuJ. Daughter Yes Over 21 25% R.D. 3 Box 83 Newville, Penna. 17241 . . Al100da G. Dunlao DaUlZhter Yes Over 21 25% 8 Rrultl Carlisle Penna. 17013 HI1..1"" I Son Ye", 91 2;;q', R.D.4 Newville, Penna. 17241 Mac L. Hurlev Son Yes Over 21 25% 116 North Middlesex Drive Carlisle, Penna. 17013 ( h Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Ralph E. Weigle May 6, 1967 CurriJerland Cotmty, Penna. ~ o . -~- f<"I: t:j: s:: 'c Q1 E .- -::s e"- _0.0 - e U ~ 0= ~u"" o " --- " ~ ~ U " 0 ~E2' ~ 0:: SUMMARY Real Property """'''''''''''''''''''' ............ ..... .............(Sch. "A") Personal Property............................ .............. ........(Sch. "8") Transfers ...................... .(Sch. "C") Gross Taxable Estate (1) (As Reported) $.........00 $..~7.,!>.5.~,~ $ ................,09. $ .......... $.............. .......... $.....~7.9S1,6.1.. (2) (As Determined) $. . $.. $ $.. $... $.. E- II z 10 t>l .. .. ..l '" ~ ;~ ;.. -< t>l !:l '" rJl - - ! -< -< .. llIl ~ ~ 'S .. t 0 .. .. ~ -< '" ::s ; ~ -< ~ t>l :.. E- .. Q t>l t>l ! c 0 i!l :I: .. -< ..... c ~ 0 E- ~ '" Z E- rJl "" ~ t>l ... Iii ~ 0 0 ..c c ~ - a: 0 ::s, " :c t>l '" Iol .. !:: ... " llIl b 0 c .. -< ... .co 0 'S ;:::; 0 E = 's '" S E - 0 .- "C J 0 :::.oor: u u RCC-3!l RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY * COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly wi th another or others, including intangibles, standing in the name of' the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated unner 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 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 Recorrl. of Instrument, where Real Estate. . . unit Value percentage Share Estate Valuation ~ ~ >0('><;>> :x X Q<; :xx % :x ;X % XXY'<)< X> :x 'x"> :&:9< :x Q<;;X ;X ;X ~~ X DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of' Value of' Entire Decedent's Property Interest l'Kl'lE Insert this total opposite "Jointly Owned Property", Schedule "E" in the" As Reported" colwnn on the last page of this return. NfI-L. * R E v-s 18 (8"78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRI5BU RG 17105 IN YOUR REFLY PLEASE REFER TO Inheritance Tax DivisioJ'l NOTICE OF FILING OF APPRAISEMENT Farmers Tmlst Company One West High Street Carlisle. FA l70B (Executor or Administrator) In Re: Estate of Carrie M. Hurley Cumherl.."n County - Fi Ie No. ::>1-7R-nhl::> Deor You ore hereby notified that the OriiP "..1 appraisement in the estate of Carrie M. Hurley has been filed in the office of the Register of Wills of Cumberlend County on April 4 , 19--'Z9, Said appraisement reflects the following valuations: Real Estate Personal Property T raosfers Jointly Owned Total None 27.639.51 None None $27.639.51 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 mte 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 oy Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485.1001, P. L. 3ZJ? ,-.,.~", ,.' , '\ , . 1"- '-_-' -,) . Date April 4, 1979 Si gned '-J < u ~~. Title Administrative Officer Note: This is not a bi II. REV.457 (8"-18) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J\nril 4. lq?q Cumberland 21-78-0612 COUNTY FILE NO. Whereas, Carrie M. Hurley late of Carlisle in the County of Cumberland Commonwealth of Pennsylvania, having died on the 17th day of October 19 78 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Ful..initi ,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 VALUES Made for Inheritance Tax Purposes Real Pronertv $ None Personal Pronertv 27.639 51 T ~- IInnA - _UA'" - linn.. ~"''''_!';7;Q ", . Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this L.tb day of ,\I r- . !p~n 19 ~. - " /' -- -( ~-~ i - --4-..-' ~"------ '--,---_._~,-~ \..-! Appraiser Harrisburp: (Number and Street) (Post Office) . Penna.