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Home My WebLink About12-08-78 (2) 1. 2. 3. 4. 5. 6. 7. / --" . . Inventory of the real and personal estate of Phyllis J. Kennedy deceased. One-half value of real and personal property owned by decedent and husband, Richard S. Kennedy, as Tenants- by-Entireties. Husband and Wife killed in automobile accident simultaneously. Assets divided equally pursuant to Simultaneous Death Act, June 19, 1941. P L 138. (68 P.S. 521) One-half value of assets listed on Schedule attached hereto. Cash - Albert J. & Karen M. Freese Pa. No Fault Auto Recovery - Aetna Life & Casualty - Ambulance Cost Funeral allowance Prudential Insurance Co. Policy No. M51-761-836, Face Amount $1,000. Benef. Richard Kennedy, husband. Proceeds paid to Executor Defense Activities Federal Credit Union, Account No. 52240-6 (Richard S. Kennedy, dec'd), Paid to Est. Phyllis J. Kennedy I I I I I Settlement of Wrongful Death and Survival Actions without I litigation. Settlement less counsel fee and costs amounted to $10,341.38. 5010 attributed to Wrongful Death Action, and 5010 attributed to Survival Action. Proceeds from Survival Action as probate asset Prudential Insurance Co. Policy No. 401-734-271, Face Amount $500. Benef.: Richard S. Kennedy, husband. Proceeds paid to Executor of Estate Total Inventory ~ 23.989.06 14 50 20 00 I 1.500orO 1,711.26 415.bl 900.67 I 5,170.169 c:: ~3 7 co2 I / f =:,::b~======= I , . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l. J 55: KENNETH K. KENNEDY according to law, deposes and says that he is the Executor of the Estate of Phyllis J. Kennedy late of ----u-Carli-sle--.--~-.------------, Cumberland County, Pa., deceased and that the within is an inventory made by him, Kenneth K. Kennedy ., 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. being duly sworn SWORN TO and subscribed before me, ~-5-- Kenneth K. fi~ect1ministrator 505 "D" Street September 24 19 80. I) .1\ ~ j 0 fl. I~'v'~' liLt IVlt0~/\... BEV[~,d~[;~, r-::j:/\i:', P'JB:JC PHiV,Ulll'H,;\, l'i.ilP-tJ,-ct-'HiA COUNTY M~ COMWW;S:li:', L"'IRb ~li\Y 18. 1981 Member. F'u:n;jl'lan;J A,s,;ci2Ucn ct NOrJfl8S Carlisle, Penna. 17013 Address Date of Death November 25, 1978. Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. -::t -::t -::t Q'\ .-1 . >- ""tJ cO CD 0 p.., I- W :>. . lit ~ >- c:: l- 'd cO III ('1'"\ W -< CD ~ c::: D... I- Q) p.., u ~ {/) ~ 0 0 V) S CD .-1 w w c I ::r: c:: -- .-1 ~ D... Q) 'to Z I- ...J LL ::,:::: III Q).r-J l:"- I LL ...J -< 0 D... s::::r:: I i W 0 -< w :1 .;.. ---...g cO .-1 Ii > z c:: .... HQ) C\l. Z 0 l:: +' II C :::I 0 II V) Z 0 ~ .c:+, c:: -< ~I u - {/)Q) z II w o:x::>. D... ""tJ .-11 l:: '!2J cO III Q'\Ct--l II ~ - -.: C\l.cO 0 CD p..,l ..D ~ C\l.H Ii I CD E ""tJ 0 .... ...! ! III :::I 0 ...J U u: eo . . Ii d I i ! I ) I I I I :JOINTLY !DEATH. i I I il- I I Estates of Phyllis J. Kennedy and Richard Stanley Kennedy, de'ceased - husband and wife HELD ASSETS BY HUSBAND AND WIFE AT TIME OF SIMULTANEOUS Real estate - Premises 505 "D" Avenue, Carlisle, Pa. 17013 One story, single family dwelling; Appraised by Melvin E. Spahr at Title: Richard S. Kennedy & Phyllis J. Kennedy, H/w, Recorded Aug. 27, 1959 in Book I., Vol. 19, pg. 538 Copy of appraisal attached Personalty - Comm~nwealth National Bank, Checking alc No. 182-106978-6 "Richard S. Kennedy and Phyllis J. Kennedy, H/w" - Balance on deposit at death Equitable Trust Bank Checking Acct. No. 531-0519-8 "Richard S. Kennedy and Phyllis J. Kennedy, H/w" - Balance on deposit at death Equitable Trust Bank Savings Account No. 031-103-141-5 "Richard S. Kennedy and Phyllis J. Kennedy, H/w" - Balance on deposit at death United States Savings Bonds, as per list attached - Market value Total value half reported for Phyllis J. Kennedy half reported for Richard Stanley Kennedy Market Value $45,800. 1,713.28 40.00 217.08 207.77 $47,978.13 $23,989.06 $23,989.07 .. F:stntf'S of Phylli~, ,T. 1<:1'11I)(;<1y ,'ltld Riclt:II'd 31.:11110.Y K0.11llcdy, ueccJscd - l1U:"jb~.llld Jlld wife. . ' United SLates Savings Bonds, Series "E". $)0. Face Value Death Value Certificate No. L 2133 480 908 E issued August, 1978 Certificate No. L 2 141 886 121 E issued Sept., 1978 Certificate No. L 2 141 885 482 E issued Sept. 1978 Certificate No. z6 293 253 702 E issued Sept. 1978 Certificate No. L 2 141 886 968 E issued Oct., 1978 $38.14 38.00 38.00 38.00 37.88 Series "E", $25. Face Value Certificate No. z6 303 704 768 E issued Dec., 1978 18 . 75 Total market value ~~~~z;zz~~~= One-half reported in Est. Phyllis J. Kennedy, One-half reported in Est. Richard Stanley Kennedy $103.73 103.74 ----------- ----------- REV-455 (l-BO) COMMONWEALTH OF PENNSYLVANIA DEPART-iNT OF REVENUE 'rRJJlIISFER INHERITANCE TAX RESIDENT DECEDENT I. ,}.a e\ (" t (,. I C( h SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Phyllis J. Kennedy Date of Deatr80 mE1en&ePl~\Q 1978 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-78-661 Claimant Relationship to Decedent Claimant's Address ITEM NO. DATE NAME OF PAYEE REMARKS AMOUNT G. Book Roth a l' Bon-Ton Deli Columbia House Funeral Debt Debt Bal. Mort a e indebtedness 1,044.54 Union - Loan balance 1 Re ister of Wills enses of Will .00 20.00 2 Misc. ex Service 2 . 2 . 0 2 000.00 TOTAL THIS PAGE . t 7' t t I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the es e as deductio Inheritance Tax purposes. DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ ~~ 1~. ~? AT @ t/t;ay Rg~~ PERCENT. t:, -/r-?I DATE GENERAL INHERITANCE TAX INFORMATIUN - Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estilte.' In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and,bwJal expens.es inpluding the cost of a burial lot, tombstone or grave marker. .' . ,. ~ ;-,t : All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. l' '"'C tJ n ~ ~ ~ ~ - ~ 0 0 Vl Z 'CJ n c: tJ >-l Z ~ Z l:"" t""iN'"d ~ ~ :;::: Z :::0 ~ 0 0 l:"" IllN::r - Z Z ~ >-l ~ >-l Z 1-1) \,() 1-" 9 >-l ><:: ~ - III I-' 9 Vl Vl N <<: ::c=- 1-" Z 0 Vl 0 >-l I-' (1)(f)'O 0 ':r:l ':r:l ~ I - c.+::r 0 V1 ~ -..J 0 c.+ c..., III 0 '"d ~ ':r:l (1) t""i. 0 Ii ~ - I V1 0 ':r:l III ~ I-' ()"\ - ::c:::stx::l 1-" - I-' Z ()"\ n 1-"(1) (1) (f) ~ I-' \..V - I-' Ii (1) I-' 1-" ~ I-' Qq Ii (1) (f) l' (f) ... I-' ... (j) c: su c.+ c..., Vl t:J:j ::s '"d Ii ~ '"d (f) p.. su (1) 0 SU ,0 . (1) :::>::: z c.+ (1) l:"" I-' ::s ><:: ><:: ><:: I-' -..J ::s '-" \,() 0 (1) ~ ~ +- I-' p.. ~ ~ +- \..V <<: :::0 :::0 +- INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. ~ - ~~~o~~,n~i~~thi~ p~" ~~~"'rr~ Philip J. Berg Attorney At Law 229 Ash Lane Lafayette Hill, PA 19444 October 18, 1979 RE: Richard S. & Phyllis J. Kennedy, Deceased Dear Mr. Berg: As you have requested ~ your letter dated October 15, the balance on the Ijlortgage of R,chard S. & Phyllis .J. Kennedy as of Novem- ber 25, 1978 w7S $2,158.31./ If you sh uld need y additional information on this account, please include c unt number 11-0002244-9 along with your inquiry. RFII/ sr cc: file ~~~u~w~ R. Fred Hefel finger Vice President Carlisle Deposit Office The Commonwea Ith Nationa I Bank, 10 South Market Square, Harrisburg, Pa. 17108 (7171 564.9500 ,_ '': ~.>_" 1 ,,,"," ,,'" I nr rry-" _iii'. -I, , ~.. Defense Activities Federal Credit Union NAVY SHIPS PARTS CONTROL CENTER Mechanicsburg. Pa. 17055 Mechanicsburg, Pa. Office 11055 T ,I: 766-4153 (Dltect Line) 700-8511 EXt. 3596 &: 2614 Acct. No. Phyllis J. Kennedy Kenneth Kennedv'- 1032 Marton Street Laurel, Maryland 208l~ Because you~ credit union arranged for a group life insurance policy covering the accumulated savings in share accounts, we are pleased to report that the insurance proceeds in the amount of $ 2.0QQ.OO has been received from our insurance carrier. Your credit union has provided this plan of life insurance for!ltll in.urable members covering not only the accumulated value of iherea . in each member's account but also an add.itional amount equal to an, l04n balance (if applicable) remaining unpaid at the time of a _abel" death. A breakdown of the insurance proceeds, shares and loan b8le~"'8 follows: Carli,le. P.. Office 17013 .T .1: 245-3393 245-4793 ?l(~O-q -Deceased Shares on deposit $ 3.327.70 Loan Bal.$ 1 ,t~'5:, 41 Insurance Proceeds $ 2.000.00 (canceled by OUr ins. carrier) Total to be disb. $. 5.321.10 \ <'''''' If you should have any questions, please feel free to call on u.. . MIl/1q Q Sincerely yaura '~. Martin Rlp.on Ma~ager .. ~~ I ~- ? l~~ (,.(,3 /0-(,- .f{) REV.449 EX+ .(3-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT'OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (lnstruc:tions on Reverse Side) Estate of Phyllis J. Kennedy Last Add ress .----2Q~.'~D"_~tree.!i. Da te of Dea th November 25, 1978 Social Security No. 196-14-1476 Car1i~1~ Penna. 17011 Bureau File No. County File No. 21-78-66) 1. Decedent died: ( ) Intestate (without a will) (x ) Testate (leaving a last will--copy attached) 2. Is the filing of a Federal Estate Tax Return required for this estate? Yes_ No X 3. ( x) Execu tor/Executrix ( ) Administrator/Administratrix Name Kenneth K. Kennedy Address 505 "D" Street Carlisle, Penna. 17013 (CITY) (STATE) (ZIP) 4. All correspondence should be mailed to ( x) Attorney ( ) Fiduciary. 5. If on attorney is representing the estate, indicate: Name Philip J. Berg Address __~.?9 Ash Lane Lafayette Hills. Pa. 19444 (CITY) (ST A TEl (ZIPI List all safe deposit boxes re~istered in the decedent's individual name1, or jointly with,or as an a~ent or deputy of another, or in decedent's in ividual name with right of access by anot er as agent or deputy. Inc ude the name and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION NAME OR NAMES IN WHICH RELATIONSHIP OF JOINT IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX SAFE DEPOSIT BOX IS REGISTERED HOLDERS TO DECEDENT Commonwealth National Bank Richard S. & Phv11is Husband and WifA 1 N. Hanover Street KennedY Box #68 Carlisle, Pa. 17013 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and s'o.emen's, ond to the best 01 my knowledge ~~~:ete. Jjh~ ..- SIGNATURE OF FIDUCIARY \CITY) (STATE) (ZIP) PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION L. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheri tance and Estate Tax Act of 1961 p rovi des that the fall :)\Ni ng person s shall prepare and fi I e a return: a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of wh;ch he/she shall have or acqui re knowl edge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that II. . .any person who wil!fully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchi Idren, grandparent, son-in-I aw and daughter-i n-I aw and at the rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter unti I payment is made. All payments recei ved are fi rst appl i ed to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. , .. RE\~.a50 &x+ c.3.~O) . -{;OMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY (Instructions on Reverse Side) ESTATE OF Phyllis J. Kennedy, Deceased ITEM ESTIMATED DEPARTMENT DESCRIPilON MARKET VALUATION NO. VALUE (OFFlctAL USE ONL Y) None (See Real Estate listed under Jointly Owned Property, Schedule nEn) TOTAL THIS PAGE ^' &'l1 3 ~C\If (I INSTRUCTIONS FOR COMPLETING SCHEDULE uA" Schedule IIA" should include a detailed description of all real property located in Pennsylvania and held solely by the decedent or held jointly with another individual (s) as tenants in common. List the decedent's percentage of ownership and the estimated market value of the decedent's interest. (Property held as joint tenants with the right of survivorship or tenants by entireties should be reported on Schedule liE".) All real estate located in Pennsylvania should be described by lot and block n~mber, street address, number of acres and general description of land and buildings. Also, include the book and page number in which the deed is recorded and the exact title as indicated on the deed. If the property has been sold, attach a copy of the settlement sheet. If the property is subject to a mortgage encumbrance, include the name of the mortgagee, date, rate of interest and the outstanding balance on the date of death and attach a statement from the mortgagor verifying the outstanding balance. Property taxes and interest on mortgages as of the date of death, assessments and other encumbrances should be listed on Schedule "F". Do not deduct them on Schedule IIA". , ff "~ Q 'U \; <y '" \,-{'.{ t!..C~~ ,?\,-O'? . de) ., ~~ eS\ SO~r "e(s ~~~ 0('\ ~e 'o('\s oct\ " ",st( ,9" .\ R'EV,451 EX+ (3-80) COMMON'*AlTH OF. PENNSYLVANIA ~ DEP,.~TMENT OF REVENUE tRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of Phyllis J. Kennedy ITEM NO. DESCRIPTION 1. Cash - Albert J. & Karen M. Freese 2. Pa. No Fault Auto Recovery - Aetna Life & Casualty - Ambulance Cost Funeral allowance 3. Prudential Insurance Co. Policy No. M51-761-836, Face Amount $1,000. Benef. Richard Kennedy, husband Proceeds paid to Executor 4. Defense Activities Federal Credit Union Account No. 52240-6 (Richard S. Kennedy, dec'd), Paid to Est. Phyllis J. Kennedy 5. Prudential Insurance Co. Policy No. 401-734-271, Face Amount $500. Benef.: Richard S. Kennedy, hus- band. Proceeds paid to Executor of Estate 6. Settlement of Wrongful Death and Survival Action without litigation. Settlement less counsel fee and costs amounted to $10,341.38. 50% attributed to Wrongful Death Action and 50% attri- buted to Survival Action. Proceeds from Survi val A'ction UNIT VALUE TOTAL THIS PAGE ESTI MA TE D MARKET VALUE 14. 50 20.00 1,500.00 1,711.26 415.01v' 900.67v 5,170.69 /11 77Jo?A3 DEPARTMENT VALUATION (OFFICIAL USE ONL Y) ~ 7g .,t, 1..3 JJf(}(? v INSTRUCTIONS FOR COMPLETING SCHEDULE liB" Schedule "B" must include all tangible and intangible personal property owned individually by the decedent at the time of death. Property owned jointly with another party or parties should be listed on Schedule "E" - - Jointly Owned Property. Intangible personal property, titled in the name of the decedent, but payable at death to another party or parties, including but not limited to P. O. D. U. S. Savings Bonds and Tentative Trust Accounts, must be listed on Schedule "B". Tangible personal property should be listed first. Examples of tangible personal property are jewelry, wearing apparel, household goods and furnishings, books, paintings, automobiles, boats, snowmobiles, aircraft, etc. Intangible personal property includes cash-on-hand and in the bank, stocks, dividends, bonds, mortgages, treasury certificates, notes, together with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capacity, partnership interest, etc. An interest in any undistributed estate or income from any property held in trust under the will or agreement of another even though located outside of Pennsylvania at the time of death should be listed on Schedule "B". A completed Partnership Interest Report (REV-894) must be attached for each partnership or joint venture, and a completed Closely Held Corporate Stock Information Report (R EV-893) must be attached for each closely-held business interest or sole proprietorship reported on Schedule "B". f''''', / .., " ;j ,I " / . l..... II' ! ;;.. .' .Ii ." I. L I J; . l I ~ I f I'" ,,' ". / C.. // " 'i, ' ',! .') / . , - /. l /...' ') G/ ,: ~ ,'~ \d ',1,\ 1:11'11\ I) Y.I\. \ \; \ .II\'} ) . I., 111,1 (I '. \. . '1.\... \'i I I\'."\. ( ) 1 I \~, ~ I 1\ J ) (I:" \' Il, I r, .. : ) ^...L...I 11"-JV~ -)V/\Vf'" '_JlJlllJ'..._',NV'I_ j,'" . ,-' S:lV'i'[()(( ~O.~ ~i'($ .'1 .. ",' J..'. I') "I I I,.' " I', . " I, I' ,,'.J.. .I{L'''''Ll,':)j, 1"\71,.I>::..)'~.~r 0[0 "11;'1 '::-1) .::. .::. ~[. ,I' ,[. .:< .". .k:: 'IAI? J UU J)1 . rI A I? rw:.L ..Je) ;I'.lt,:i.) :111.1. 0.1. ....,,<1 ell:: CL21-09 - 61;; {" 'n (;'C J:.I'Cl1U-Vf 'vxx~r(I ':JH[UISOI~Vll'):-IJ\[ 0Z69vT NOINn 1l03ClJ l\lCl303..::l S3111^IIJV 3SN3J3G D rc ~ .0 ,,~o r-:o n J I )' C' ,,.", rl'i'l" r'\ 1,1 1""'. 'n "0 fT~"" ,"'" no I.... ""I r. ,."" rp""-1' '..W~l.i~G p""Il",WUVUUijl)~ Lll;,--~~_U C ~.." ( r,JI,,..-..., ,-- I ~ I' . J \....,:'-~..~ n r' 0 tt ; i ~""i ~ ':r~ r-:'. ....J.~ ~~V.;.. Mechanicsburg, Pa. Office 17055 Tel: 766-4153 (Direct Line) 766-8511 &t. 3596 & 2614 NAVY SHIPS PARTS CONTROL CENTER Mechonicsburg, Pel. 17055 January 17, 1979 Acct. No. CMlislc, Pc), O[iico 170 i 3 Tel: 245-3393 245-4793 52240-6 Trudy L. Kennedy 1032 }hrton Street Richard S. Kennedy-Deceased Pmr(.enf1al .... I.IIH l'llId/'lltiill Inr,lJI.11ICP CCHnpallY of ^rTlPrica Statmnent of Claim Benefit 1)"1" ..........N.a:r.~h .J4.,L.1..97..9..... III~"",,,t ......... .I-)ll:yl}~~. J. . Kennedy.. Payee .. .............I<:~.I111.~.th.J(... ..I<~Ilp.~<.iy.,.EX~C.~.t'OL.. Kenneth K. Kennedy % Philip J. Berg, Esquire 229 Ash Lane Lafayette Hills, PA 19444 nnprnsenl{Jtivc ..... . We sts.l1.()r~.... Please see paragraph!s) ........... ...5. ................. (paragraph 1 below-2 thru 6 on reverse side) Policy Benefits Deductions number Amount of Dividends Advance DADB" Interest Lien/Loan Interest Premiums in insurance* prcrniums DNOVA'" Oil L ien/ arrears returned Loan $ $ $ $ $ $ $ $ $ 401734271 875.50 7.03 18.14 Paragraph 1. . For Week Iy Premium Policies this amount illcllJdes Paid.Up Additions. if any .. Accidental death benefit ... Non.occupational vehicle accident death benefit L$900.67 I I Total Deductions I 1------- I Amount Payable L$900. 67 _.~-~-~ . Total Benefits IComb 802801 Ed 7-74 (See other side) Printed in U.S" ~ .~ .....l-'r - '" , .., ,i' .... ~ -: . _'...... __ ~ ,~i. ~ ,I _ .....,... '""'" "" I ~"""'Irf..r ,... J"'" J ~ ~ . - ; :~+,:~ ..~:: <i'.: j' . " , . -\ " '~ ..fT . - , . t. '.~" \, . ~,. . ~,....-- " . " <. " -",., .,.... ......... "." . ;'r" 4,~ ..q".'r~ << '~..:::('" ..' "'~ ~. ~~ .,A"!-fN',." v'~.... ;f ~~,. -., ~'~ """,~ ,~ , '~_;.....t;..:'~..~. "',. .,." ... .:-u. ,,,, - .' .... ....,.. ..1"" ......- '-.t.,.... :. \~ ':,,:7t,., ~ """'. " At-". ~'",'. .. ',' e" .."Or :>;1:' . " . """~' '. ... '0 ,r-,.) ... "- .'~ ~. ..../ , , .... .,,~,.-..).... .r< " r;";, ".W '. 't'I' .~ ....~,..'I" ~.\\.... ".... ,~ . .f: ../"' ," , r' ~ ,. '.:' ..." '.... ,'""\ '-")10 .,;' ....... ~ . , >, ..,.' ..... ~., ," -,' .........'..f.:'~.X,... .",' .~:' '.. ~ ,'r...}.-~ ":.""" .~ .. .' . ..' . .1. . , ~.,' --- ..., ....' ~, _.,....' .4. ~-" I. ::. ",~~.~":tl':~ ..~.~:'~:~ .;~~. ~:~'~'W {:~ ~~;~,~f.., ~ ~~" a,:~'r:. ,I": .,.... " ..~ ~ J :~. _. r ---...--- ---.---.. -"-~- REV-452 EX+ (3-80) SCHEDULE "C" COMMONWEAL TH OF PENNSYLVANIA TRANSFERS DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT .DECEDENT ESTATE OF PhylliS J. Kennedv. Dee' .!1,. *' INSTRUCTIONS: 1. Answer the questions on reverse si de. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "S," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property. ITEM ESTIMA TED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL Y) None TOTAL THIS PAGE AI AAA n bgtl QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer uYes" or "No".) 2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) _ 3. If the answer to one or two above is IlYes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating H18 state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her 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/her death? (Answer "Yes" or "No".) a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her 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/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or 'INo".) 8. Did decedent, at any time, transfer property, the bmeficial 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" 0 r "No".) 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) REV-453 EX+ (3-80l . COMMONWEAL TH OF PENNSYLVANIA DEP~RTMENT OF REVENUE TRANS"FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES *' (Instructions on Reverse Side) Estate of Phyllis J. KennedY, Deceased BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Kenneth K. Kennedy Son Yes Over 21 nnp-h,qlf' 505 "D" Street Carlisle. Pa. 17013 Steven Kennedv ~I"'\n YP~ Over 21 One-half P. n. Rmr 7h P1;::d ~t-.~rl M,q; np OJ,7h7 The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH None INSTRUCTIONS FOR SCHEDULE "0" 1. List full names and addresses of all who have an interest in the estate either vested, contingent or other interest. 2. Indicate the beneficiary's relationship to the decedent. Specify if stepchildren or illegitimate children are involved. 3. Indicate "Yes" or "No" if the beneficiary survived the decedent. 4. Indicate the date of birth of the beneficiary if the interest is a life interest, term certain interest or a future interest. 5. Indicate the interest of the beneficiary in the decedent's estate. For example: Specific bequests of a diamond ring, savings bonds or cash of $5,000; bequest of 25% of residue; remainder interest; etc. 6. At the bottom of Schedule "0" state those beneficiaries who are not living at the time the return is being filed and include date of death. ~EV.454 (1.-aO) COMMONWEAl:: TH OF fE NNSY LV AN I A . DEPARTMENT OF REVENUE . TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE liE" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) Estate of Phyllis J. Kennedy p TOTAL E VALUE OF DEPARTMENT ITEM R NO. DESCRIPTION MARKET C DECEDENT'S VALUATION VALUE E INTEREST (Official Use Only) N T One-half value of jointly held assets registered in joint names between Phyllis J. Kennedy and Richard Stanley Kennedy, H/W as per schedule hereto 623,989.0 ;>) attached. I I TOTAL THIS PAGE r :) j Ji.. (l R I. .f R $23,989.0E I .~ INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both t3ngible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule" A". Describe ail personal property as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co-owner (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. I ndicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c: '"'0 tJ n >- t"I"j >- :E z >- 0 0 tJ Vl 0 - CJ n c:: tJ ......J Z 3: z t""" t""N'1:l t"I"j t"I"j ~ Z >- 0 9 t""" SbN::J :;0 - Z Z t"I"j ......J t"I"j ......J Z I--IJ \.Q 1-'- 0 -l >< t"I"j - Sb ~ 0 Vl en N <<: :x> 1-'- Z 0 Vl 0 ......J ~ <DCO"d ] 0 'T1 h I "-r:1 ~ I ----- ct::J I ~ IVl !'1:l >- -...J 0 ct e...., I ~ 10 ......J ~ "-r:1 <D t"". 0 IVl ~ - I "-r:1 Sb ~ 0 (J'\ - i_ Z ('j ::r::::stD ia I~ (J'\ - I-'-<D <D :~ 'vJ ~~ ~ Ii <D ~ I: II-'- t""" ~ Q'tl Ii 'i- I(/) lco c:: co .. ~ ~ en Irj Sb ct ie...., t"I"j ::s ~ Ii I. '1:l co p.. <D I~ 0 Sb ...0 <D Z . . ct t""" ,. -< ~ I !5 >< >< '-" \.Q ~ ~ t"I"j t"I"j +- ~ >- >- +- :;0 :;0 +- r' I I I I " :i Ii II I Estates of Phyllis J. Kennedy and Richard Stanley Kennedy, deceased - husband and wife IJOINTLY HELD ASSETS BY HUSBAND AND WIFE AT TIME OF SIMULTANEOUS IIIDEATH. Market Value I!l. Real estate - Premises 505 "D" Avenue, Carlisle, Pa. 17013 One story, single family dwelling; ~ Appraised by Melvin E. Spahr at $45,800. Title: Richard S. Kennedy & Phyllis J. Kennedy, H;W, Recorded Aug. 27, 1959 in Book I., Vol. 19, pg. 538 Copy of appraisal attached i1lA.4A.d.4.t/<(.10fO, I 2. I I ! 113. I 14. I 15. I Personalty - Commonwealth National Bank, Checking alc No. 182-106978-6 "Richard S. Kennedy and Phyllis J. Kennedy, H;W" - Balance on deposit at death 1,713.28/ Equitable Trust Bank Checking Acct. No. 531-0519-8 "Richard S. Kennedy and Phyllis J. Kennedy, H/w" - Balance on deposit at death 40. oo,./' Equitable Trust Bank Savings Account No. 031-103-141-5 "Richard S. Kennedy and Phyllis J. Kennedy, H;W" - Balance on deposit at death United States Savings Bonds, as per list attached - Market value 217.08 (207.77) rtO"i'f1 I (s47 , 978 .l~'f~ 111, '11 Total value I II0ne half reported for Phyllis J. Kennedy JOne half reported for Richard Stanley Kennedy I I I I ($23,989.06\ .i..3) CJ 'l'll i9 \$23,989. 07):I..3J ~ ff, r:/ 'Estatos of Phyllis ,T. KI'lltledy and l1ich:lrd Stan 1 oy Kennedy, dccc~;l:Jcd - tlu cjb;Jlld ;md wlf(;. Certificate No. L 2133 4aO 90a E issued August, 197a Certificate No. L 2 141 aa6 121 E issued Sept., 197a Certificate No. L 2 141 aa5 4a2 E issued Sept. 197a Certificate No. z6 293 253 702 E issued Sept. 197a Certificate No. L 2 141 aa6 96a E issued Oct., 197a "E". $50. Face Value Death Value ($3a.14) .s1. F I (3a . 00) 31,1/P 6a.00) J7.'1~ (3a.ooJ .31.7~ (37. a8) ,)7. sO United States Savings Bonds, Series Series "E", $25. Face Value Certificate No. z6 303 704 768 E issued Dec., 197a la. 75......... Total market value C!~~z;"z71==~ 1, 1- I CO. 3.73\ 103.74) I I () J, 1 0 One-half reported in Est. Phyllis J. Kennedy, One-half reported in Est. Richard Stanley Kennedy /0..3,1/ ----------- ----------- .. "MEL"vin E. Spahr Real Estate Appraiser 3501 Spg.Ra';al"lillle Springs, Carlisle, Pennsylvania 17013 Phone: 243-5436 APPRAISAL OF THE VALUE CERTIFICA TE For: Richard and Phyllis Kennedv~ Estate 505 "D" Street, Carlisle,. Pennsylvania 17013 I 11\'1"(')" ('('I tii\ tllat I 11:1\'(' personally examilled the property described as a One story, Asphalt roof, Brick Dwelling with Aluminum utili ty building and carporto allrl it is IllY opllllon that the value of said propcl:ty as of the 13th August, 1979 A I), IS $145,800.00 day of The property \\'as appraised as a whole owned in fee simple and IInencum- hnl'd Lv any indehtedness. I fttrthe-r certify that T have no present or contemplated future interest in the IlfI'perty appraised or the result of this appraisal and that this appraisal was ::;~i~',;" ,,,,,fon,,;')' ",;110 ,h, "aoda<~~:b<'<' pi .1':2~ca;';"" . / r - t.1k<.._<<;;.;-?".:n SEAL LIMITING CONDITIONS The opinion or value expressed above is the result of and is sdbject to the data and conditions described in detail in the accompanying nport uf Four pages. No responsibility is assumed for matters or a legal nature concerning the apprais- ed property, nor of questions of survey. No fractional part of this appraisal is to be used in conjunction with another ap- praisal. Such use renders it invalid. 1. r'l~o"l t4!l-1I4116 ( MEL SPAIIR AGENCY Real Eatat#." & lnaurance 3501 f,pr,. Rd. Carlisle Springe Carlisle, Pa. 17013 CAIA:;ULATIONS: One story, Asphalt roof, Brick Dwelling. Basement: Cement Block Walls. Cement floor. Brick Fireplace. Recreation room, inlaid floor and panel wallso Gas Hot Air heat. Gas Hot Water Heater. Main Floor: Kitchen with Dining Area. Inlaid floor. Plastero Wood cabinets. Living room: Carpet floors and plastered walls. Three BedroomEt: C~rpet flooring and plaster. Bathroom: Carpet floor and Ceramic. Dwelling: l2L8 Square Feet @ $32.50 · $LO,560.00 Less .05% $2028.00 · 38.0532.00 Aluminum Utility Building 800.00 Land: 6,500.00 $L5,832.00 Using Market Value of $LS,800.00 In arriving at the Market Value and comparing comoarables with the subject property. consideration was given to location, topography, improvements, Construction~ Condition, Age, Maintenance and amenities. 2. "'VJN' '-":01-114"'8 ~ MEL SPAIIR AGENCY Real Estatr & Insurance 3501 SpP,. Rd. Carliale Springe Carlisle, Pa. 17013 COMPAHAHLES: Sale No. 1 Grantor: Homer W. McCaw, Jr. et ux Grantee: Edward Eo Cromleigh & Georgia L. 609 "D" street, Carlisle,. Pa. Consideration: !50,000.00 Date of Transfer: March 29, 1979 Deed Reference: 28-1-686 Descriptions Brick Dwelling. Sale No. 2 Grantor: George W. Mayhugh et ux Granteew Jean,M. Reisinger Location: 704 H~ilton Street, Carlisle,. Pa. Consideration: $41,900.00 Date of Transfer: July 21, 1978 Deed Reference: 27.X~972 Description: Brick Dwelling Sale No. 3 Grantor: Terry L. Mowery et ux: Grantee: William L. Stonebraker & Hannelore H. Location: 711 Gobin Drive, Carlisle,. Pa. Consideration: $48,500.00 Date of Transfer: June 29, 1978 Deed Reference: 25-Q-924 Description: Brick Dwelling Sale No. 4 Grantor: Carl A. Poole et ux Grantp.e: Wellman J. Warner & Miriam S. Location: 707 Wilson Street, Carlisle, Pa. Consideration: ~L9,OOO.00 Date of Transfer: June 9, 1978 Deed Reference: 27-V-56l Description: Brick Dwelling. 3. .~I~ONa ..4l1.".4Jfi ,. MEL SPA'HR AGENCY Real Estate & Insurance 3501 SpP,.. Rd. Carlisle Springs Carlisle, Pa. 17013 ~~ 1- :1 \ '1 '''~IONI .....S.... " . MEL SPAllR AGENCY Real E3tate & In$llrance 3501 Spg 0 Rd. Cllrli.le SpriD~' Carlisle, Pa. 17013 I " ) QUALIFICATIONS EXPERIENCE: A. Teal Estate" 25 Years B. loal i1'..state manager,tent. 25 Years c. : opraising. J. Veterdns Administration 2. Federal Housing Administration 3. Commonwealth of Penns,ylvania 4. General appraising. Residential, Fame, Commercial. D. Elcpert Witness t 1. Cumberland, Dauphin; Juniata & Perry Counties Board of View 2. Cumberland, Dauphin, Juniata & Perry Courts of Common Pleas TRAINING: A. New York University, Certificate Business Administration B. University of Tennessee-Real Estate course C. Real Estate Seminars D. Maryland Insurance School MENBERSHIP: American Association of Certified Appraisers. CAS Tri County Planning Commission Vice Chairman of Middlesex Township Planning Commission Chairman of Hiddlese.x Township Zoning Hearing Board Carlisle Area Industrial Development Corporation r,icensed Real Estate BI'oker No. RB 019808 Licensed Insurance Broker No. 1201200 CIJENT REFERENCES: Cr:ntral Hortrap,e Compflt\V, Harrisburr'" Pa. Lomas & Nettleton Mort "r,are Company, Houston, Texas Aclwmcf! Nort(!ap'e ComD"mv. Det.ro; t. Hichigan Virginia National Bank, P.O. Box 524 Camp Hill, PaD Colonial Hortgage Company, neading, PaD Girard Tru~t Company, Philadelphia, PaD Carlisle Bldg. & Loan Association, Carlisle. Pa. OTHER CIJENTS: PennSYfvania Gencr~l state Authority It Fish Commission II I Game Commisnion Carlisie Sllburban Authority South Middleton Township ~chool Board Industries Limited, Carlisle,. Pa. Executrans, Inc. New York," N.Y. Phillips Petroleum Company, Columbus~ Ohio First Pennsylvania Bank, Philadelphia, Pa. I I Plus many other clients. . rrh(~ Conunonweahh i~ . N~!!gl~<U~a",!~" t;.~ rnCHMW 5. KFNtJfny PHYLLiS ,J. kENNEOY SOt.; {) ST CARLISI.E PA ~ rl[ (dhJNI~,j(, BALANCI :' =1713.28 _ _~<<"<~ ~ _l~:.I<;'< ~~<<' AC.(:OIJNl NUMIJEH 1 vrr or ACCOUNT n[(l1r~~,jlr'JG l1A LANCE yo R STATEMfNT 5 VINGS WILL , 1,,",2-10h<nR-h ()?/0717Q 17013 f ~.Jr 11 ~ J ( i BALANU rJ" 1 r,' t'" J \l\F,I!~'__ ~~~ {\_~. 100 .--. - ~ .00 ENDIN(l BALMJCE ---;;-l~lrs~- --l {EM, ro DATE _. __ ._" .____ __. __.._ _r~ _.. _.._ -.--.- \ I J 'ARN '5 X -'~~~1-:f;~~:~;-;~:J::~;~-----~~~-~SI1~--- DATE I-----! ************r***** CHECKIN~ ACCOUNT 18 -10b9 hEGINNING BALANCE 1713.28 )fAIT MEMO I 2/07 -'.-.----.---'------1 fi^L^l\jr~E . ---~_._'--- 8-6********** 1713.28 .VO s ^ V [ T Hl f . . . S A V F_ t-~ n r lEY. . . ASK A H n 1I T ^ U T lJ MATI C L lJ ^ N PAY ,,~ t 'JT ~ PLEASE SEE REVERSE SIDE OF THIS STATEMENT FOR ADDIT IONAL IN FORMA TIOI\J ., t~ :~ , .. - . , .-... ;;,... . ~ < ~~ . . . . . II- _af,~:r ..... ""1'. ~. J( _, -1- "":." ..~...... . . '."," ...... .. ~~'-' ::~..'~::~:~ I~:~:~,~>\:~~ ill 00. ., ~.J \0... ," '_"'_~'''' ., ~:::::.::~,~'";:,~~;:, ", ....~'.:~. ~. .. .. ,( ", ':'" ~~. '.'~>;" f;.,.', .~. " f ~ ..,;..,1',.;' ~..,~:_l"l~~:..;~r_~,r,.~~..-"l"-i.w, .- (,': ,~ I~' \' ';) , ,l;,. I : r t.."" _ : : ,,-;.: L: , :.~: _ I . __ \~~" ( l/k-:;/, . '~>'." ; -;/7// ~-J' -_~ J"/ -___' ':'- HI1R\J€Y'v.JfILLGI1NI<€R" Equitable ~._' Trust Bank ~ : . 'I ' t 'II !. I ~ :' 1',+" \\II\l\" I ii! 1"'''1 ".'11 H rRICHARD S KE:Nf\IEIJY PHYLLIS J KENN~DY 505 0 STREEl CARLISLE PENNSYLVANIA L 31 0 19 ~l ~\'" ,> 11 \ '" ',' 17013 \1'.1 ,I Ilrlt,i, , \IJllq II\I! Id H',\ 1,~1;J.llrJ" (Jt ,](j,.-j'I" ~ PAGE. Service Summary Service Activity CHECKING ACCOUNT SUMMA~Y ACCOUNT NUMBER 5:;11-0519-8 PREVIOUS BALANCE $40.00 DEPOSITS AND CREDITS o CHECKS AND OERITS o CURRtNT BALANCE CHECKING ACCOUNT ACTiVIlV 1?/07/7P HI '..;l/:"<:-F/9 ACCOUNT NU~BEk ~31-0~1~-d 0.0 0.0 CHI:CKS AND DE BITS .oose CREDIT~ DATE: o l/(;~ bALAN! ~O. \ 40.00 FULL DESCRIPTION OF llcM~ CUUtD AKUVt SC - SEkVICE CHARGE AND CHECK FE~~ --------------------------- -_.--- .-- "--------------- ------------.-------------------- - -.------ --- ---.-- NOTICE: SEE REVERSE SIDE AND ACCOMPANYING STATEMENT(S) FOR IMPORTANT INFORMATION ANY DEPOSIT lIND/OR PAYMENT MADE AFTER 2.00 P.M, ON REGULAR BANKING DAYS (OR ON A WEEKEND) WIl \ f1F CRP,lHfO TO YOlJR ACCOlJNT AS OF CLOSE OF BUSINESS ON THE NEXT BANKING DAY REV-484 EX+ (5-80) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Ii] Original o Supplemental o Remainder Fll e Number 21-78-0663 Estate Name Phy11 ; l'l .T _ Kennedy Date of Death November 25, 1978 Social Security Number 196-14-1476 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I 'have appraised the real and personal property as reported in the foregoing retum at the values set forth opposite each item in the last column to the ri ght in Schedu les "A", "B", "e", and liE" Dated: .TlIne 11, 1981 .\ I ..kL/ ' / 1t1, .... d.! ',().'r'/~/ I (JAIl/., / INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBU RG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfers (Schedule C) $ 00+ 92+ 10+ 3H 30+ TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 40- 93- o Life Estate o Annuity. RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY CODE COMPUTATION OF TAX $ $ $ $ $ Tax on $ 6% TOTAL TAX INTEREST FROM BALANCE TO $ $ $ T ax on $ 15% Tax on $ Tax on $ T ax on $ Exemptions Total Estate Less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ $ = $ + :;: BALANCE $ INTEREST FROM TO .REV.518 FO (7-80) ~, ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Kenneth K. Kennedy .505 llDII Street Carlisle, PA 17013 RE: Estate of County of File No. Phyllis J. Kennedy Cumberland 21-78-0663 Dear Mr. Kennedy: You are hereby notified that the original appraisement in the estate of Phyllis J. Kennedy has been filed in the office of the Register of Wills of Cumberland County on June 11 , 19 81. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total None 9,732.13 2~.<388.88 None $,~,721.01 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 Estete T...,X Act 0 1961,72 P.S. 2485-1001, P.L. 373. Date June 11. 1<381 Signed '/'../' . tLfl.' l' 4t1!if, Z ... LI'.1i d'r /.. ./ Title Chief AppraiRer NOTE: This is not a bill. t COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX T DECEDENT INHERITANCE TAX APPRAISEMENT REV-457 EX+ (7-80) (UORIGINAL o SUPPLEMENTAL File No. 21-78-0663 Estate of Phyllis J. Kennedy County Cumberla,nd Date of Death November 25, 1978 In the event that any future inter..st 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. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE None Unreported $ Unreported $ Unreported $ Unreported $ $ None $ 9, 732.13 $ 2 88.88 $ None $ 33,721.01 1. Total Real Property - 5CH. "A" . . . . .. $ 2. Total Personal Property - 5CH. "B". . . . $ 3. Total Jointly Owned Property - 5CH. "E" $ 4. Total Transfers - 5CH. "C". . .". . . .. $ None 9,732.13 23,988.88 LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. "\ ~., , Q 0" 01. ' I"tfJ 'f I d / ~/t l' {' I-'I/)'r; .- APPRAISER 06/11/81 DATE C >-d '0 8 b tri ~ ~ ~ rJ} ..... z 0 C '0 ..., Z ~ Z ~ ~ ~ ~ 0 0 tri Z ~ Z Z Z tri ..., tri ..... 9 9 ..., >< rJ} 0 rJ} z rJ} ~ 0 "!1 ~ 0 "!1 --- ~ 0 ~ "!1 0 "!1 N 0 ~ z ~ 2 '0 ~ ..... 0::> ~ ~ co t1l c... C >1 ci" . rJ} l-' >1 ~ ~ co ~ co ~ >< ~ p.. ci" ~ tri ~ ~ ~ 0' ~ -' \