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!i; C C-33 (4~73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
:3
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 ESTATE OF
} AFFIDAVIT OF
EXECUTOR
ADMINISTRATOR
County
DAISY B. FINKEY
(STATE FULL NAME OF DECEDENT)
Late of CUMBERLAND
County of
CUMBERLAND
JOYCE E. ZINN
of the estate of the above-named decedent being duly sworn, depose
},
State of
PA.
EXecUWE::rix
"1\mmm lnTaTOT"
and say
Decedent died
Dec.
'5
lDAY)
, 19~J ~estate leaving a last will. copy of which is hereta attached. }
(YEAR) \:.rn~ftl"'
(MONTH)
Name and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
Roger B. Irwin
44 South Hanover St.
Carlisle. PA.
That as such executrix deponent is familiar with the affairs of said estate and the property constituting
(EX ECU TO R-ADMINIST R A 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: -
I
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
wi th 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 da te 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, 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 priM to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; aU 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 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 mcrtgages 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 interes t 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 !)usiness.
A copy of 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 ottler f'acts
pertaining to the business as may be pertinent to a f'air 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
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 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 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 schenule a COllY
of the deed, trust agreement or other instrument creating the trust. TherA 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 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 decedent, the dates of their death, their issue, and the relationship of' such issue to the beneficiary.
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 eff~cting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc~edule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed f'or and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fildiciary'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 staten~nt 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 fee, commission or debt is less than the
estimated mnount 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 Scherlules "A", "B", "C", "E", and "F" as directed therein,
have been carried f'orward and properly registered in the Summary.
~ ~ !f/:,.:............f..:.......:fu.K.~......................................._..
;.~~.~.~(~~~!~ml~;tor)
...........2..3.....P.a.r.s..onag.e.....S.t.....................................................
(Street Number)
.. ..... . .......N<?w..Y.t.J.:L,.~..-'-.....f.A.....J.7.?..~J....... ... ........... ................. .
(City or Town and 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 f'amily 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 colurrm #1 in the "Summary" has been properly completed as above-directed.
... day of '&(~~::C:'4'"
''0..:.g~~
RC C-34 (4-7 3)
COMMONWEAlITH OF PENNSYLVANIA
DEPA'RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE itA"
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 ESTIMATED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at deoth
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DECEDENT'S MARKET VALUE (Do not write
to be listed on Schedule "F" and must not be deducted from this schedule. DEA TH In this space)
NONE
NONE N 6'-~
~ ~
Insert this total opposite "real prope,r:,", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'*
RCC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
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 accounts, must be listed, despite the fact that they are not of the administered estat~
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, mortgfl,ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or f'iduciar~r in said capacity, partnership interests, interest in any undistributed
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.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATlm
(Do not write in
this space)
1
First National Bank of Newville
checking Acct. #34-254-8
savings Acct. # 2871
//
4,026.3'6 k
4,740.19"
2.
Refund from Church of God Home, Inc.
of security deposit
765.00
3.
Demand Note executed November 25, 1976
payable to Daisy B. Finkey by
James A. Finkey
5,000.0,0
Interest on demand note
/
500.00
15,031. 55
\S\(J~\.S'S
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page of this return.
. ~p.N ~0 ft"r'
f.aw Offices
IRWIN, IRWIN & IRWIN
404 SOUTH HANOVER STREET . CARLISLE. PENNSYLVANIA
17013
HAAOLD S. IRWIN 119~o; ISH7)
)otAAOL.O S. IRWIN, JR.
ROGER B. IRWIN
JOHN K. CURRIE
MARCUS .... McKNIGHT, Dl
December 28, 1078
The ','; r~; t N:l. ti O!irJ] H"lnk () f' \]('\'1vl 11 p
Newville
PennRylv8ni~ 17~41
R E : Est ;'1. t e 0 f D ai s y B. Fin k I: Y
Date of Death: Decemher 5, 1918
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Gentlemen:
Th is 0 f r i (~ e I' ( , p rF: ::J: 11 t~) the t: s tat e 0 f ;;;li s yR.
Finkey who died December 5, 1978. PI ea~,e ad v1 se us as
the balance of her checkins account #34-254-8 and savin~s
account 2871 on the date of death,
Also advise us as to any joint holders and the J
date such joint tenancy was established.
Sincerel,y yours,
Rogc'r n. II'\^! in
HAR/brlm
TELEPHONE
AlOE" CODE 717
2"$-2353
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RCC-36'
CO\fMO\WEALTIl OF PENNSYLVANItI.
TH.A"~FF}t IXHEllITANCE TAX
SCHEDULE "c"
T RAN S FEllS
\ms IDEXT DECEDENT
(1) Did decedent, within two years ot'death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) No.
(~) Did decedent, within two years of death, transfer property t'rom himself to himselt' and another or
others (including a spouse) in joint ownership? (Answer yes or no) No.
(3) If the answer to (1) or (2) above is in the afTirmative state:
(a) Age ot' decedent at time of transfer N / A
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)~o______
(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) No
(b) What was the transferee's age at time of decedent's death? N/ A
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(G) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others N/ A
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or 1'0 r 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 alter, amend, or revoke, or which could 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 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) No
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician 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 transferred, with
relationship of transf'erees 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 property below in manner in Which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
NONE
N~
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of this return.
RCC-37 (12-63)
COl\tl\lONWEAI:TH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE INTEREST OF
(If step-children or
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest, vested, contingent or other- are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
ANNA MARIE HESS grandchild yes 1/12 residue
R. D. #1 Box 71B
Ashburv. N. J.
ROMAINE K. ALSPAUGH grandchild ves 1/12 Y'P~irlllP
R.D.#9 Box 509
Carlisle> PA 17013
ROBERT S. GEORGE grandchild ves 1/12 re~ir1l1P
324 Avon Drive
Carlisle. PA 17013
JOYc;F. E. Z T l\TT\T d \TP~ 1/1.1 "Y'C><:' i rll1P
23 Parsonage St.
Newville, PA
JAMES A. FINKEY cr.Y\ uOC! 1 /? Y'P~; r1110
v -
5713 Memorial Highway
Apt. #5
TamDa. Fla. ii61S
~
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
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Real Property ...............................
Personal Property...........................
Transfers ...................................
Gross Taxable Estate
SUMMARY
. ...(Sch. "A")
...(Sch. "B")
...(Sch. "e")
$
$..
$...
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RCC;-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRl1CTIONS: This scheoule 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 ('state first. as entireties, or joint tenants, giving brief description, as indicated Imder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but lio not include entireties
or out of sLitI.' real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address ami 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 Record of Instrument, where Real Estate.
Unit
Value
percen tage
Share
Estate
Valuation
DEPART~IENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
NONE
NONE
Nrr~
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
RCC-39 (So-68)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FINKEY
(Last Name)
DAISY
(First Name)
B.
(!nitial)
DATE OF DEATH 12/5/78
FILE NO. 21-78-674
REPORT OF INHERITANCE TAX APPRAISER
I, tbe undersigned duly appointed Inheritance Tax Appraiser in and for the County of CTTMRRRT,P. Nn
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 las t column to the right in Schedules "A", "B", "C", and "E".
Dated:
U ----l '1/'\[:\
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'L --e..-(:) ,--:- -- ,
INHERITANCE ~
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for CUMBERLA.ND 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 "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint - Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
REGISTER OF WILLS
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
ESTATE TAX ASSESSMENTS $
1=
,=
t=
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
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 at rate of 6% from
to
COMPUTATION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
1=
$
$
l=
$
C
L-
1=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, witt> short explanation.
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R E: V-5IB (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF F!ELD OPERATIONS
P.O. BOX ?970
HARRISBURG
17105
IN YOUR REPL Y Pl.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FILiNG OF APPRAISEMEHT
Joyce E. Zinn
23 Parsonage St.
Newville, Penna.
(Executor or Administrator)
In Re: Estate of
Daisy B. Finkey
Cumberland
County - File No.
21-78-0674
Dear
You are hereby notified that the Original
appraisement in the estate of Daisy B. Finkey
has been filed in the off~ce of the Re~ster of Wi lis of Cumberland
County on 17 Apr1l , 19_2., Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
15,031.55
None
None
15,031.55
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 17 April 79 Signed L.e.~ \C\.....J22:)~
Title
Administrative Officer
Note: This is not a bill.
REV.4F.(B.7B)"
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
4-17-79
Cumberland
21-78-0674
COUNTY
FILE NO.
qll"..,",,,,-,~,,,,,,,,,,,,,,__^.,,,,--,,.__-,---,",,,",_,~,_
Whereas, Daisey B. Finkey late of
Cumberland
in the County of Commonwealth of Pennsylnnia, having died on
the 5th . day of December 197!.-, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fulginiti , an appraiser duly Clppointed according to law.
having been designated to make a fair and conscionable appraisement of the said estate, and to aSSGSS and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
Newville
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral ',ejrs 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 inheritane" taxes at the lawful ccli"te:.al
rate on any such future interest.
- UNlr ~
DESCRIPTION OF ASSET Appraisement
VALUES Made for I nt1eritance
Tax Purposes
$ \
Real Propertv None I_
I I
Personal Pronertv l' :+=
Transfers None
Jointly Held Property None
]-
Total Assets l'i .011 55
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Have been duly sworn accordi.ng to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 17 day of \. ~1 . 19 ~.
_R.., .~~
Appraiser
(Number and Street)
Harrisburg,
(Post Office)
, Penna.
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