HomeMy WebLinkAbout05-10-79
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
J
55:
__Jane--E. Davidson~ Tr!JSt Officer, CCNB Bank, N.A.,
being duly
sworn according to Jaw, deposes and says that JOe wI" flrp
Executor of the Estate of Enuna C. Gorton
late of ___~e~h,:micsQurg_________ , Cumberland County, Pa.. deceased and that the
within is an inventory made by CCNR RAnk, N. A. " the said Executor
of the entire estate 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. CCNB Bank, N.A., Executor of
the Es e of Enuna C. Gorton
./
$;..00 e.t..)
and subscribed before me,
--1J1I4-<r'
'7
19 '7?
'fY Jif'/ t..:. ~ 'i?~
. PHYlLIS J. 55, Notary Public
Camp Hill, Cumb", '2nd Co., Pa.
My Commission Expiro. JUly,; 1981
210] MArket Srrept
Camp Hill, Pennsylvania 17011
Address
Date of Death
17th.
Day
September
Month
] 978
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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Inventory of the real and personal estate of
EM}1A Co GO"RTON
deceased.
REAL PROPERTY
None
PERSONAL PROPERTY
1. Je~yelry
2 gold pocket watches
Ladies gold watch without stem (no value)
Nanls gold ring
70 00
10 00
2. Household goods consisting of chair and television set
100 00
3. CCNB Certificate of Deposit #FMl0539, 6% due 4-11-79
10,000 00
4. Cash in CCNB Attorney-in-Fact Account #530870-1
8,075 56
5. Capital Blue Cross - refund
22 10
6. Blue Ridge Haven, Inc. - refund
21 60
JOINTLY-OWNED PROPERTY
None
- 10 -
18,299 126
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REV-5IB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Investigation Division
NOTICE OF FILING OF APPRAISEMENT
Jane E. Davidson, Trust Officer
CCNB Bank, N.A.
2101 Market Street
Camp Hill, PA 17011
(Executor or Administrator)
In Re: Estate of
Emma C. Gorton
Cumberland
County - File No.
21-78-0640
Dear Mrs. Davidson:
You are hereby notified that the original
appraisement in the estate of Emma C. Gorton
has been filed in the office of the Register of Wills of Cumberland
County on June 29 , 19~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
18.299.26
None
None
$18,299.26
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.
.~
~._- '
',. .."--.-0<'"
Date
June 29, 1979
Signed-
Title Administrative Officer
NOTE: This is not a bill.
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R EV-455 (8-78)
OFFICE OF THE
REGISTER OF WILLS
c5JI 7 Co-';'- fo ,!-o
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF __ $ .;J 2 ~3 '-i 3
DATI! APPROVED _ 7 - 2- . 7:;
,z~(~'j,l ct' 6-t---tl;:>jdYl-<.--
REGISTER o I=- W'L.::-S-i7!~~,).
OF Cumberland COUNTY
AND AGENT OF THE COMMONWEALTH
ESTA TE OF
EMMA C. GORTON
LA TE OF
Mechanicsburg
DATE OF FILING APPRAISEMENT {- lel- 71
DATE OF DEATH
September 17. 1978
NO. OF
DATE I VOUCHER
De~~1_1__L___.
-Dec~-LJ_-2-_____
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Dec 7 T--iL-T
:::~ ~~~~~~_fpallas Publishing
Feb. -l~Lt-~--Jl----_,J~ggister of Wills
M::orrh B_____.9..
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=-~r=~-~NB Bank, N.A.
----- -~.--._-----+-Gi.Dgr .
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------.-J.------ I James D. Bo
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NAME OF PA YEE
REMARKS
AMOUNT
284 .21..._
__;? 6 ~!Jl_Q..__.
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471 90
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--~-
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1 00
Funeral Home
Funeral Ex enses
Professional Services
Co,
Legal Advertising
One (1) Short Certificate
78
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2101 00
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221 00
-i=~9j~~-~
--- -__9~_.9.L
5 00
of
Debts and
Attorney~~n~Fac~
ee
uire
Reimbursement for:
,
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--.------~. --.-------- ._~-com
---- - +-f Reei i';
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Letters Testamentary
Cumberland Law Journal Legal
Advertisin
Attorney's Compensation
,
Reserve for filin account
------- - --1
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COU t., n OF -__Gumb.e.rland
COMMONWEAL TH OP PENNSYLVANIA}
SS:
I, ..Jane_..R. Davidson, Trust Officer. CCNB Bank. N.A. HEREBY CERTIFY, THAT TO THE BEST or:
MY KNG,'/LE:)CE MlD BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES M4D
EXPENSH OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Emma C. Gorton
DECEASF.D. AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ./ }
( ,i 'P~ ()1J
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II
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SWORN AND SuBSCRIBED BEFORE ME THIS ==--
--.--. ----'7!-E:i-' -.--. --f '7 191.:1-
------ -..=1Ur"~~ ~~
. PH LLlS J. ROSS. Notary !'ubllc
/1Jbt/L:' , A. )
,/ -' /~:..'f::::.. (LS,)
DAY OF
Camp Hill, Cumf.c.,',,,j Co., Pa.
l\lly Com";:,,;,,n 1>,0:r0$ July 5, 1981
'.
Sf/of1?
.2( - 7.? -{}(. '1-0
R C C-33 (4-;'3)
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 Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE EST A TE OF
} AFFIDAVIT OF
~
ENl1A C. GORTON
(STATE FULL NAME OF DECEDENT)
Lote of
r.111T1hpr:l :mn
County
Stote of Pennsylvania
County of Cumberland
J 55:
Administrator
Jane E. Davidson. Trust Officer~ CCNB Bank, N.A.,
of the estate of the above-named decedent being duly sworn, depose and soy
Executor
Decedent died
September 17,
(MONTH) (DAY)
, 19.-lL{~estate leaving a lost will, copy of which is hereto ottached, }
(YEAR) ~l9mC
Nome ond address of attorney or }
other authorized repres.entative to whom
all correspondence should be moiled.
James D. Bogar
23 W. Main Street, Shiremanstown~ Pat 17011
That as such deponent is familiar with the affairs of said estate and the property constituting
(EX ECU TO R- ADMIN I ST RA TO R)
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
r.r.NR RRnk, N.A.
r.Rmp Hill Shoppine-Cent
32nd. Street
Cam H'll Penn
or
That the contents of said safe deposit box or boxes are itemized under Schedules B
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
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 possession, standing to decedent's credit in banks of deposit, savings
banks, trus t companies, or other ins titutions, whether individually, or in trus t for any other person or persons
gi ving also separately the accrued interes t thereon, if any, down to the las t in teres t day prior to dec.edent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, pestal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid a s or I he ,1;.:, of de a t.h, bonds and accrued interes t thereon to the da te of decedent's
death and other investl11'. 'i.. ..d 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 tlUsiness.
A copy or the cO-'partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to tile 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 form, together with the fair market value
tller"0;" any other propert;y owned or bequeathed by the decedent at the time of death.
The Scf>E'dulE' C attached hereto and made part hereof sets forth a true answer to each inquiry
contained th"rein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of 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 transfe'ree 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 copy
of the deed, trust agreement or other instrument creating the trust. There 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 exercise by decedent, either indiVidually, or jointl y wi th another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
wi th Ii copy of the instrument creating such power attached to the schedule.
That Scf>E'dulE' 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 decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to de'~edent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Scf>E'dulE' 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 instnunents effecting the "estiture of
real estate and the date of acquisi tion of personal ty, plus the name, address and relationship, :If any,
of co-owners to the decedent.
That Scf>E'dulE' F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, incluiling funeral expenses paid;
family exemption, where applicable; costs of ailministration of this estate; counsel fees ami 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 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 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 Schenules "A", "B", "C", "E", ann "F" as directed therein,
have been carried forward and properly registered in the Summary.
Suhscrib€d and sworn to before me this
eeNB Bank, N.A., Executor of Estate
of Emm~ e. Gorton ,
..BY.:.":;,,,,,"_.lJ/k.,u!,,,~~,,,,,,jCllj/yfc.t.flJ.,,.,,.,,",,,,_.,,
~~~) Trust Off~cer
.. .... ..?,:Ji"..:l.,,,:M.?:r::J~,?J,,,,S.JKggJ;,,,,,,,..,,,,,,.,,..,,,,,,,,,,,,,,,, .,,,,,"",,"....,,.,,,,.
(Street Number)
...".. ca(Ci~,1~~.r~~~nWjY~~~}17011.
,.."""".,,u.,,7.,~ . . .... day of..../22,&f.::!,........, 19.22,
-- ct:-'~~;~,fi?;~:l~~' '" '_.
Camp Hi!!, Cumb,r'.nd Co., Pa.
My Commission E'pircs July'; 1981
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the worn "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 stlttements 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-1lirected.
RCC-34 (4-73)
COM^,ONWEAt TH OF PENNSYLVANIA
DEP.ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
. 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 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.")
The real property located In the Commonwealth of Pennsylvania should be (1 ) (2) (3)
described by lot and block number, street and street number, together wi th DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by whIch the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TE 0 CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In th Is spoce)
to be listed on Schedule "F" and must not be deducted from this schedule.
NONE ....0....
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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.
Pcc.,:~,;;,;
RESIDENT DECEDENT
SCHEDULE "B"
PEllSONAL PROPEHTY
C.OMMONWEALTH OF PENNSYLVANIA
TltANS:8'ER INHEHITANCE TAX
I:iSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned ':Jy the decedent jointly wi th 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-
t i ve t rus t aCCOW1 ts, mus t be I is ted, despi te the fac t that they are no t 0 f' the adminis tered es tate.
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 certificates, 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 fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from 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.
I tern
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARlili--r VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.
Jewelry
2 gold pocket watches
Ladies gold watch without stem (no value)
Man's gold ring
3.
CCNB Certificate of Deposit #FMl0539,
4-11-79
6% due
J~
/ .4-<./
(: I .
/l.-
70.00' J,..
10.OV I
100. ocr} .
10,000.00'- r
2.
Household Goods consisting of chair and televisio
set
4.
Cash in CCNB Attorney-in-Fact Account
#530870-1
8,075.56//
5.
Capital Blue Cross - Refund
22.10.
21 . 6() .//
6.
Blue Ridge Haven, Inc. - Refund
(nser t this to tal opposi te "Personal Proper ty", Schedule "B" in
the "As Reported" column on the last page of this return.
x
x
$18,299.26/
C
<.: \
2. '-t it . L.. G
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RCC- 36.
COMMO\WEALTIl OF PE\\SYIXANIA
TM:'iSFFlt I\HE!tlTA'ICF: TAX
SCHEDULE "e"
T HA\T S F1~J tS
1:,....
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ImSIDE'\T DFCFDi:\T
(1) Did d ' "
eceuent, within two years of death, make any transfer of any material pari of' ht., pc.tau', without
receiving a valuable and adequate consideration therefor? (Answer yes or no) _ Nq____
(2) Did decedent, wi thin two years of death, transfer property from h imsel f to ILimsel rand iJnother or
others (inclwli ng a spouse) in joint ownership? (!\nswer yes or no) No
(:I) If the answer to (1) or (2) above is in the af'firmattve state:
(a) !\ge of' decedent at time of transf'er
(b) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transf'er of' property without. receiving a valualJle or adequat.e
consideraLion theref'or which was to take effect in possession or enjoyment lit or after his death?
(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)__
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor umler which transferor expressly or impl iedly reserves for his life or any perio(1 which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from th~' property t.ransferred?
(Answer yes or no) No
(b) The right. to designate the persons who shall possess or enjoy the property transferred or
j ncome therefrom? (Answer yes or no) No
(6) If the answer to (5) (0) above is in the affirmative, state whether the right was reserved in decedent
alone or 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 benef'it 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 alter, amend, or revoke, or which cOllld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the af'firmative, was the power to al tel', amend, or revo~;e the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit hy the attending physicjan as
well as a copy of' the death certificate.
NOTE 2: If answer to any of' the above questions is yes, set forth below a description of the property
tranSferred, it's fair market value at date of' death, dates of' transfers and to whom transferrecl, with
relationship of transferees to decedent, if any. Submit copy of any trust deer! or instrument, if trans-
f'ers are claimer! to be non-taxable, also submit detailed statement of' f'acts on which said claim is based.
NOTE:I: List applicable property below in manner in which provided in Schedules A, B. or E.
ITEM
lJESCRIPTION
M.ARKET V AUTE
(Es tima ted)
DEPT. VALUATION
(Dppt. Only)
NONE
-0-
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I nsert this tOL:ll oppos i te "TransI'ers", Schedul e "C" in the
"As Reported" colurrm on the last page of this return.
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LAST WILL AND TES'l'AMEN'r OF EI1MA C. GORTON
I, Emma C. Gorton, t'Jidow, a resident of the Borough
of Camp Hill, Cumberland County, Pennsylvania, presently
living at the Blue Ridge Haven East Convalescent Center,
Harrisburg, Pennsylvania, being of sound mind and memory,
do make, publish and declare this my last Will and Testament,
hereby revoking any and all Wills by me heretofore made.
FIRST: I direct my just debts and funeral expenses
be 'paid by my Corporate Exec~tor, hereafter named, as soon
as possible after my decease.
~,
SECOND: All the rest, residue and remainder of my
estate, I give and bequeath to my sqrviving grandchildren,
share and share alike.
,- :.~-'
THIRD: I appoint the Cumbeiland County National
.'
Bank, of Hew Cumberland, Cumberland County, Pennsylvania,
the Executor of ~his my last Will and Testament.
;/~<!;:"-
IN WITNESS WHEREOF, I have hereunto set my hand this
.,
day of
/l?/?~
, 1978.
'.
~. c:. e;g~
Emma C. Gorton
Signed sealed, published and declared by the above
Qam~d~estatrix as and for her Last Will and restament in our
presence, ,who, in herepresence, and at her request, and in th,e
~
pI:"esence of e'ach other, have hereunto set our hands as attesting
<,
witnesses.
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RCC-37" (12-6J).
CO:\tl\lO~"TAi,TIl OF PE:-,;\:SYYL\:\TIA
TRAN'SFER INHERITAl';CE TAX
RESIDENT DECEDENT
SCHEDULE "D"
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BE\iEFICIAHIES
A artment 14M -
,7 1 r, i 1 07') j
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Gerald John Parks I I v~~ T "'......1 1 /1 RPf;ic1l1P
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622 North Avenue I
Millvale I +
Pittsburgh. Pennsylvania 15209 I
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Gr::llldd.quP'hte ... Yes I Leg.ql 1/3 Residue
Lois Parks Ji'hher _ I T
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RELATIONSHIP I ~ P. ,I '
(If step-children or I ,,~.;~I':Im DATE
iJll'gitimate ", J. ildren I DEUcIJl~NT I ,Wi'
are Involv,:d. s::t I' STATE YES I _' J, T
'octh Ih;, '''U , OR NO , BIRTh j
Grand.on ~ Xes I Legal I
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BENEFICIARIES AND ADDRESSES
,State full names and addresses of all who
have an interest, vested, contingent or other
l\'i1'e, in estate)
INTEREST ew
BENEFJCJAHY
l~; EST:\TE
Regis George Parks
------------
1/; Re:;jidue
--
Deponent further says that all the above-named bene:ficiaries are Uving at this time except below:
~
DATE OF DEATH
-------
------------
NAME
-
----------
RESIDENCE
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'"' ::> 0
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Heal Property
Personal Property
Transfers
SUMMARY
(Sch. "A")
(Sch. "B")
( Sch. "e")
Gross Taxable Estate
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Q) ",-; Q)
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( 1 )
(As Rl'portecl)
$ -0-
$18.299.26
$-0-
$
$
$J8~299, 26
(2)
(As Ddl'rmilwd)
$
$
$
$
$
$
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R E V-454 (8-78)
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with
another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as
entireties, or join t tenant s, giving brief des cription, as indica ted under Schedule "A", plus the da te and place of
record of instmment 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 Unit percentage Es tate DEPARTMENT VALUATION
Address and Relationship of Co-Owners, and Place Yalue Share Yalua tion CAUTION-Do not Write
of Record of Ins tmmen t, where Real Estate. 'n This Space.
~ Value of Value of
Entire Decedent's
Property Interes t
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Insert thi s total 013130 si te "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
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REV-457 (8-78~
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG. PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE NO.
June 29, 1979
---
Cumberland
21-78-0640
.----...'_.~,~_..- ,~
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Whereas, Emma C. Gorton late of Borough of Mechanic~urg__
in the County of Cumberland Commonwealt.l-J. of Pennsylvania, having_,r
the 29th day of June 19 .l.2..., seized and possessed .)f an .,sta e
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fulginiti , an appraiser duly appointed according t.j la' "
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 aftel" th:: L'>, ~liratic.Hl
of any estate for life or for years, the Commonwealth hereby expressly reserves The right to appraise and assess transfer inheritance taxes at the lawf,,' collai ral
rate on any such future interest.
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DESCRIPTION OF ASSET UNIT r"'~)p~ziist
\I ALUES lor I nh
Purp
1IIl!aD.- .,
Real Property $ I
None f
18,299
Personal Property I
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Joint-Held Property __No~
Transfers None
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TOTAL ASSETS 18,299
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Have been duly sworn acco.rding to law, I do hereby certify that the above appraisement is made in confcnnlt~.'
with the law on this 2nh day of '. ,. ... '. i June ..". _ 19 72.- .
C/"'-"'\"", ,. '.' '.
'~w_.~l
;'\::Ji.:tdi,;(
(Number and Street)
Harrisburg
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