HomeMy WebLinkAbout11-21-79
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. f;
ItEV~ (8-78) .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUlREAU OF FIELD OPERATIONS
..
'x!-7 <t -lS r--5-
RESIDENT DECEDENT '
COUNTY OF CUMBERLAND
IMPORT ANT:
This return must ~e completeJ in detail and filed in duplicate,with all attached, with the Register of Wills of the
County where dededentresidett; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re..enue. [<Section 703 of the Inheritance and Estate Tax Act of 1961.)
i
IN THE MATTER OF THE EST A T~ OF
Ran. W. Sl'h~'h
(STATE FULL NAME()F DECEDEN~)
} AFFIDAVIT OF
EXECUTOR
, ADMINISTRATOR
County
Late of Upper Mifflin 'l1nunA.hii?
State of PenD8vl vania
County of
Cv-~.rl_d
.
Admi . -Le4:l
nlstrator - "'~f the .stat. 01 the above am.d decedent Ing duly swom, depose
- . ,. !
Decedent died MarchI" 10 I , 19~""'te leaving a last will, copy of which is hereto attached. }
(MONTH) (D'~Y) ~illl......e
Home and address of attorney or } __ & WEIGLE.. Jerry A. We,iill!!
other authorized repre..n-tative to whom .
all correS4N"ldence should bemalled.l15IEastKinszStreet.ShiPDensbursz..Pa. 17251
That as such strator deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOA-ADMINISTRTOR)
the assets thereof and their fair market value.
That at the time of dea.h there wa~ no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in deced~nt's individual name, with right of access by another asagentor deputy, with the
exception of the following: -
NAME AND ADDRESS OF BANK. OR OTHER I IISTI TUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTE~ID A SAFE DE ~OSI T BOX Lf IN NAME OR NAMES OF HOLL>ERS TO DECEDENT
'>
. -
'.'
"
"
That the contents df said safel deposit bo, or boxes are itemized under Schedules
with the exception of the following, fJr the reasons hereinafter set forth:
That ScheJule A attached heret' 0 and, made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvani of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each p reel of real property at the date of death, giving the amount still due at
death, name of mortgagee., date, rate lof interest, and book and page of record thereof. It also sets forth in the
columns provided therefor~ the asse~sed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
of this return,
That ScheJu/. Battached here~o and made part hereof sets forth fully and in detail aU personal property
wheresover situated owned by the depedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediI'te possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, o"r other ins itutions, whether individually, or in trust for any other pe'rson or persons
giving also separately the accrued i terest thereon, if any, down to the last interest day priar to decedent's
death in the case of sav~ngs banks,1 and to the date of decedent's death in all other cases; all bonds, ppsta.L.",__
savings, treasury certifiqates or notes and other evidence of in4iebtedness of the United States to the de-
cedent; all obligations, w;hether by' *at,ute or agreement they are designated as tax free, of the United States,
or any state, or political :subdivisio~ thereof, or of any foreign country, which are owned at,the time of death;
all wearing apparel, jewe,." ry, Silverw~' re,pictures, books, works of art, hOU, sehold furniture, ". horses,.catriages,
automobiles, boats, and ,ny and all other personal chattels of whatsoever kind or nature, left by decedent,
together with the fairly elstimated m rket value thereof; all bonds and mortgages held by decedent and',of all
claims due and owing defedent at t e time of death, and all promissory notes or other instruments in writing
for the payment of mone~ of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face valu~ and esti~ted fair market value thereof, and if such estimated fair market value be
less than the face value* it sets fo(th briefly the reasons for such depreciation as to each item; all mone,Ys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable .-pon the death of the decedent; all and the corporate stocks and dividends
due thereon ud unpaid as of the dajte of death, bonds and accrued interest thereon to the date of decedent's
death and other investmeqt securitie~ ow~ed 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 corpcrations, 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 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 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 yeat's of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said sch.edul~ 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 t~ans:fers 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. There 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, ei therlndiyJduallY, or.jointly 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 a copy of the instrUlllent' creating such power attached to the schedule.
That Schedule 0 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, togeth~ 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, andthe 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 instrUlllents effecting 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 Schedule 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, including funeral 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 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 ppoof 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 an~ allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
_ .mh... day Of5~19.:J~
o. ~~_............ ... .~............._..._.___
. . irley M. Smith, Notary Public '
. ens burg BOrClUgh~ Cumberland ~~~y
M Commi~;ion ExpIres Mar. 26, 1 .
Y vlvania ^~ociation of Notaries
NOTE: Before sig.\~r,f,.~davit 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 WIder the paragraph above relating to Schedule "8" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
......._~M:._-_._._----
(..~."I. #dmiftiltn&tor)
Les;Lie W.Bratlt, . Trust Officer
Th-e....P!rst.~....b'f...'S!l:ijp4!ns15Ufg,
~...W.!.....~g...~.1;.~..t.~...~b,1P~cmabJ.l:r.a.......r.alto....112.5.7.
(City M' Toom IIM'Stat.)
0;.;:;.,.
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f1t<.; ~a~iIIw
'~:~~.;FO~~~.".I;i
BUREAU OF COUNTY COLLECTIONIS
TRANSFER INHERITANCE TAX '
RESIDENT DECI!1)~MT
SCHEDULE "A"
REAL PRopeRty
*'
ESTATE OF NAN W. SalOCH
I
Real property in Pennsylv~nia, with ttatement ~f mortgage ~nc~tn'bftlnces upon eoch, parcel. at d~~th of dece-
dent. Property held by thel d~edent ~s tenant,n common With ond,:fher or other, should be Identified
as toqu~!um of intere~t a~,.d the esti!,m.ated .value should be tha~.o:~.the dec,edentts interest only., (Property
held as 101.nt tenants with ti.9ht of su~vlorshlp or tenancy by enttr-eties should be reported on Schedule "E.")
(1)
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this apace)
~$SESSED VALUE
'FOR YEAR OF
~a;ecEDENT'S
OEATH
ESTIMATED
MARKET VALUE
Proceeds from public sa,.le of reLl estate,
situate in Upper Mifflin Township, Cumberland
COlmty. Pennsylvania' i
~ 'II D,
$35,100.00
Insert this total opposite "reallproperty", Schedule "A" in the X X X X X
"As Reported" column on the I~st page o' this return.
$ 35,100.00,
J.s; II) D, at>
~
...
'RCC -35
. t
-~'
.). ..
. .
~OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE liB"
PERSONAL PROPERTY
I ESTATE OF NAN tJ ~r.HOr.H
INSTRUCTIONS: This Schedule I must disclose all tangible and intangible personal property owned individually
by the decedent, at the timt or 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 or 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 ract that they are not or the administered estate.
Tangible personal property should be listed rirst (e. g. jewelry, wearing apparel, household
goods, and fUrnishings, boots, painti.gs, automobiles, boats, etc.)
Intangible perso~al 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 fidutiary in said capacity, partnership interests, interest in any undistributed
estate or or income rrom aqy 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.
RESIDENT DECEDENT
Item
No.
ITEM
List and describe tully
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
$100. A T & T 3O-ye.r debenture, 8 3/4,. due 5-15--2( 00. .
95.,34
$300, Radio Corpora~ion ofAJgerica debenture, 4 1/~ %,
due 8/1/92 @'$71.875 per' $100
215 .63
100 Shares Americ. Brands, common. stock @$50.l.: 5:
5,012.50
114 Shares' American Te1ephoi1.e & Te~egraph,' COllllllOl
stock @ $61.5312
7,014.56.
140 Shares Beth1e}:lein Steel Corporation, common
stock @ $22.9687
3,215 .62
239 Shares Pennsylvania PQWer & ~ight', common
stock @ ,$20..6$75
4,944.31
102 Shares Radio ~orporation of America, common
stock @ $27,.2817
~ rU"d,
a ~82.~l)
188 Shares Sun Oil Company, common stock @
$44.8437
8,430.62
100 Shares Texaco, CODDllOll'@ $24,9687
2,496.87
Menna-Haven Nursib.g Home ... Refund for monthly
'nursing ho~ care '
1,24.7.62
Adams Electric Co,. - refund
30.19
Cash received frolD Nan Sclioch Guardianship for
Incompetent acbount
40,434.08
Cash received from Nan Schoch Guardianship for
Incompetent ac~ount
204.18
Medicare - reimbuix'semen t for Orthopedic Ass.'
413.28
Medicare - reini>utsement for Thomas P. Davis, M.).
Medicare - reimbuix'sement for Quirico R. Magbojos M.D.
48.00
112.00
Pro rata of real ~state taxes
8.99
Final Principal r~ceived from the Nan W. Schoch
Guardianship fbr Incompetent Account
I
I
13.95
I
Insert this total opposite "Pelrsonal Property", Schedule "B" in
the "As Reported" column on tbe last page or this return.
x X
$76,720,.42 '
,,, 'Ill/, ~IJ
~
RCC-36
.COM\jON1\'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRA.NSFERS
'*
~~SIDENT DECEDENT
ES TATE OF NAN W. SCHOCH
(1) Did decedent, within two yearsoCdeath, make any transCer oC any material part oC his estate, without
receiving a valuable an~ adequate consideration thereCor? (Answer yes or no)
(2) Did decedent, within two years oC death, transCer property Crom himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(3) IC the answer to (1) or (2) above is in the aCrtrmative state:
(a) Age of decedent at time oC transfer
(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 transfer oC 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) 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) No
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his liCetime make any transfer without receiving a valuable and adequate consideration
therefor under which tr~nsferor expressly or impliedly reserves Cor his liCe or any period which does
not in fact end beCore his death:
(a) The possession or enjoyment of or the right to income Crom the property transCerred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transCerred or
income thereiCrom? (Answer yes or no) Nn
(6) If the answer to (5) (b) above is in the afCirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his liC~time make a transCer, the consideration for which was transCeree's promise to
pay income to or Cor the beneCit oC care oC transCeror? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment oC which was subject to change,
because oC a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
oC transCer or by operation oC law? (Answer yes or no) No
(9) If the answer to (8) above is in the aCCirmative, was the power to alter, amend, or revoke the inter-
est oC the beneCiciary reserved ih the decedent alone or the decedent and others?
(Answer yes or no) '0
NOTE 1: The answers to these questions should be supported by aCCidavi t by the attending physician as
well 'as a copy of the death certirtcate.
NOTE 2: IC 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 oC death, dates oC transCers and to whom transferred, with
relationship oC transCeree$ to decedent, if any. Submit copy of any trust deed or instrument, iC trans-
Cers are claimed to be non-taxable, also submit detailed statement of Cacts 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
(Estimated)
DEPT. VALUATION
(Dept. Only)
NONE
NI'1ltJ
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on thei last page of this return.
NrraJJ-.
,REY-453 (8-78)
.CO~ONWEA'LrH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'*
SCHEDULE "D"
BENEFICIARIES
ESTATE OF NAN W. SCHOCH
BENEFICIARIES AND ADDR~SES RELATIONSHIP
(State full names and addresses of all who (1(- atep-ebUdresa or SURVIVED DATE INTEREST OF
have an interest, vested. contingent 011 other- illegitimate children DECEDENT OF BENEFICIARY
wise, in estate) are involved, set ST ATE YES BIRm IN ESTATE
forth this fact.) OR NO
Robert Saling .....r ..- 1/3 of residue
3806 Berry Avenue
Drexel Hill~ Pat 19026. .
Samuel Salinst. Jr. 'Il'P_ .-L 1/3 of residue
..
P al.DM! rs Mill Rd.
Media.. Pat 19603
William T. Estber2 1/'), nf ....aa-fA......
20 Gilmore Road
,
Haverton. Pat 19083
Donald Amesbury $1000.00 SDecific
4065 Montecito Avenue Bequest
Tuaapn, Arizonia 85711
Deponent further says that all the pbove-named beneficiaries are I iving at thi s time except below:
NAME
DATE OF DEATH
RESIDENCE
"'"
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Real Property
Personal Property
Transfers
SUMMARY
(Sch. alA")
(Sch. "8")
(Sch, "e' ')
(1)
(As Reported)
$ 35~100.00
$ 76.~20.42
$
$
$
$ 111~820..42
(2)
(As Determined)
;Z~:j~
$
$
$
$
$
$ 115 1I.I..ln
Gross Taxable Estate
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"RCC-38
SCHEDULE "E"
RESIDENT DECEDENT JOINTLY OWNED PROPERTY
ESTATE OF NAN W _ SCROCR
INSTRUCTIONS: This schedul!e mus t disclose all property, re al and personal, owned by the (l(~(;erlen t .i ointly
with another or others, ~ncluding intangibles, standing in the name of the decedent and others. List
real estate first, as enttreties, or Joint tenants, giving brief description, as indicated lmder Schedule
"A", plu~ the date and place of record of instrument effecting vest! tllre, 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.
· CO~ONW~ALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrumen , where R~al Estate.
unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
NONE
IJhrv
Insert this total Gpposite "Jointly Owned Property", Schedule "E"
in the "As Reporte~" column on the last page of this return.
NHfLI
~
RE V-48 4. (8-78)
. County, Number and Name
fi I. Number
Date of Death
Estate Name SC8lCB,
(LAST NAME)
21 - Cttllber1..d
21-78-0555
03/10/79
..
(FIRST NAME)
SUMMARY
w.
(INITIAL)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT Of INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of C_be.1aac:l
Pennsylvania, do respectfully repo~ that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each ltem in the last column to the right in Schedules "AIt, "S", "C", and "E".
Dated:
Iov.-ber 21, 197'
m 1t!111. fl. '!J! "J'IMJ.)
INHERITANCE x AP RAISER
REPORT Of THE REGISTER Of WillS
I, theunclersigned duly eleicted Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed d"'uctions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the lost column to the right in Schedule "fit, which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
ADJUSTMENTS
INVENTORY V ALUE AS APPRAISED !CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) S 3',100 00 00+ 92+
Personal Property (Schedule B) 761.701 30 10+-
Joint-Held Property (Schedule E) ~.e 20+-
Transfers (Schedule C) 10.. 30+
TOTAL GROSS ASSETS 111,801 30
Less Debts and Deductio.. 40- 93-
(seHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or ~ PRINCIPLE FACTOR VALUE CODE
annu Itles. . .. . . . . .. ... .. ... . . . - $ t= t= I
-
ESTATE TAX ASSESSMENTS -$
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $:
Tax on $
Tax on $
Exemptions
Total Estate
CODE
COMPUTATION OF TAX
,
$
$
$
$
$
I
2"-
6%
15%'
i
,
TOTAL TAX
(*) As evidenced by Charitable
Exemption Certificates Issued
by the Secretary of Revenue.
Less tax previously paid $
BALANCE $
Less 5% of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX out
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
48-Adiustment
49+Adiustment
56-Annuity
(FOR USE IN HARRISBURG ONL Y)
I
6O-ILife Estate
92+Remaind,r Appraisal
93-IRema inder Dedu cti on
93C-Charity
94-Remainder Residue
96-Successive
life Estate
Supplemental Codes:
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subs~uent adiust"ents are made to the above computation of tax by the Register of Wills for proper reason
same should be noted below, with short explanation. "
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REV-5IB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o~ BOX 2970
HARRISBURG
17106
IN YOUR REPLY PLEASE
REFER TO
I nvestilltion Division
NOTICE OF FILING OF APPRAISEMENT
Le.1~. w. B~..t. 'haat Offi..r
Firat ktio_l auk of S1I.ippe..b1a,.
0.. V.at Iilll Str.et
Slaippeaab..t PA 171S7
(Executor or Adminiltmor)
In Re: Estate of
I
... W. SeIaoe.
c..Der1aad
County - Fi Ie No.
11-78..0555
Dear 111'. Brut:
You are Hereby notified that the orill-1
appraisement in the: estate of ' .... v. S.Jaoell
has been filed in th~ office of the Register of Wills of ~Z'laad
County on 1Io...~.r 21 ,19 7'. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
'5.100.00
76,701.30
~..
10..
$111,801.30 --
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowabl~. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurr~ from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurrefi prior to December 22, 1965) from date of death, interest at the rate of six
(6%) percent per anr.um is charged.
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Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt 01 said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. $. 2485-1001, P. L. 373.
Date Jov....r Ill, 1'7'
Signed
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Clli.f "',rala.1:'
Title
NOTE: This is n~ a bill.
R~V-457 Ui-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEM ENT
DATE
COUNTY
FILE NO.
lov.aber 21, 1'7'
Cdberl.ad
21..78..0'"
Whereas, ".J!; S.lloela late of Upper IUffli. Tonahip
in the County of c-rm.r1aad Commonwealth of Pennsylvania, having died on
the 10th day of Marclt 19 2!., seized and possessed of an estate
subject to Inheritance Tax undtr the laws of the Commonwealth of Pennsylvania;
Therefore, I, Gl1ori. J. "iellard , 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 esltates growing out of said estate, hereby file the following appraisement:
In the event that any future Intjerest In this estate Is transferred in possession or enjoyment to collateral heirs of the dlecedent 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
....1 Property i $ 35,100 00
Perao..1 Prop.rty I 76,701 30
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JoiDt....1d Property ! loa.
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Tr.aafera , lone
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GIOIS ASSETS 111,801 30
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Have been duly sworn ai'iorg to law, I do hereby certify that the above appraisement is made in confomu. .ty
with the law on this a,.;,. day of lIoy_er ~ 19 7' .
. J.I...P AN; IJ . JUIIt n-
I Appraiser
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(1lIIumbeI aQd Street)
urr1aDurl
(Post Office)
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I, !NAN W. SCHOCH, of.R, D. 1, Newburg,
Qllm.berlc)nd County I Pennsylvania, being of sound and,dis~oslng mind,
,,~9mory ~nd understandiQ.g I and considering the uncertainty. 9fl~, clo"l1.~
. . · (,'t"~""~"W'llJf~tb1t'ih"\hi~';in~;'t~lit'Wiit'~;;~'T~~:~~frit:t;~t~~r:~~~t;;',..
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<'..~.~~1n9 VR~cl ql~.. fonner wills by me a~ apy Ume heretofore .~~d..
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::;~:.' JI,direct that all JnY just debts and funeral expenses be fuJly p&!d
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,0 J~o:;o~it~Oedl as ,oon All conveniently may l?~, after my death.
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~:'::;.~q,w~ats~ever and wheresoever situate to my be19ved husband,
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,."fiQW$ 'l.!SCHOCH, absolutely.
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I' give, devise and bequeath all ~y propert~, real, personal and
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~n the $Vent tltat JnY saiQ hlJllband. LOUIS T. SCHOCH, preQe~as'f;,,\
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;~ffl.~;Pf w~ die as a result of a COJnJnon .c:Usaster. I then IUre~.~"!Y..1\tf~,~~~~il\'i' '
'~~~~ · ~;~cu~or t~ sell. ai~ JnY said est ate. . is t either public or private sales .
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.,~~. after' ~aYDIent of debts. to distribute the net proceeds as follow.:
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: A. To distribute the net' proceeds from the salaof my househQld
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ftJrqlshings EXCEPT silverware I ch1naand glassware to my three ('3)
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neppews, SAMUEL W. SALING, JR. I GUSTAV A. SALING, of R. D. 1,
Me1la, Pennsylvania and ROBERT L. SALING of Orexel,Hill,
Penpsylvaniil, in equal shares I absolutely.
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i B. I give and bequeath my silverware I chinaWi,lre and glassware '
to E~TELLA ESTBERG, of Havertown, Pennsylvania, absolutely.
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EST~LLA ESTBERG shall have the right to take the said items in kind
QJ" i~ Ii~e d~.ire8the' proceeds therefrom, then iuch ~h;1l1 be sold
by ll1Y Executor and the proceeds distributed to ESTELLA ESTBERG.
W.l.u.aI II. MARK
AnO"'Q AT LAW
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C. From the sale of my securities and from my two savln~.
ace unts, and all other items not specificially ment~on~dh~re1,n,
I gi eand bequeath the sum of ONE THOUSAND D.OLLARS ($1,000.. QO),-
. .' "", .' ,,', to DpNALD AM ESBURY , of Tuscon, Arizona, absolutely ,anci I give
~,jli'~~,~ "'tJ'(r~~;;8ftd'~~~atlhiU thenlst.' residue as follows:" ,4~'i;'
, . I 1. TWO-THIRDS (2/3) to SAM U~L w. 8~INGER., SR.,' ,
1:. ;~:!J!L.~(}" "\' ":'FQP~TH. I I nominate I constitute and 'appoint 'WILLIAM A. ~lCKLES, to be ~
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;',:,~'\~:~~~~::i?f;'::.,(.,~}~' ~'!~.ed\ltor df thilJ my Last Will a.nd Testament and request that h.t retatA the
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~~,;:::> ..'::, '::~; .:i;~tCfJS ~f WILL~ R. MARK, Attorney. in the settlement 9,1 ~y E,t.t.~
. ~,.~,Sj\;f!~"" '.J.' ...~" " 'I ' .
j.,' ,c' ;:,~:~jk"'i : . ":':~,' ',:i..;,,' W~:l".:"NESa iWH~Of, .~. .1\JAN VI .SQJlOCli, ~'~.."'4~',',+~1!'
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hereunto ~et my hand and' seal to this my Last Will and Test;unltnt. typawr1t~
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;.;:'()Jl two (2) I sheets of paper I the first signed for identific~tion purpoles only, .
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this 029 ,~kday of 1,-, '.. I ''',.
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w....~.. R. NARK
A'IT.....n AT u.
.............u... PA.
. ~f liVing at my decease and if not living I then to$M4Ul1L W. .
tALINGER, JR. and ROBERT L. SALING, in euqal .ha~es. absql",to.l~"';
I' 2.. ONE-THID (1/3) to WILLIAM T. ESTBBRG, Qf ,Havertpwn, '.
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I Pennsylvania., absolutely.
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I 1961.
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Signed, s~aled, published and *
declared .~y NAN W. SCHOCH, *
the 'testa .1x, as and for her *
Last Will and Testament, in the *
presence ff us I who I have at her *
request, igned our names as *
witn.esses hereto in tho e presence of *
the said Testatrix and of each other. *
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