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Home My WebLink About10-06-80 PHILIP J. BERG ATTORNEY AT LAW ~ ~ September 30, 1980 -:lTHER OFFICE 1115 Ft. Washington A\ Ft. Washington, ~a. 19034 646-8431 Register of Wills Cumberland County Court House darlisle, Pa. 17013 Re: The Estate of Phyllis J. Kennedy, Estate No. 21-78-663 The Estate of Richard S. Kennedy, Estate No. 21-78-664 Dear Sir: Enclosed herewith for filing in both the estate of Richard S. Kennedy and Phyllis J. Kennedy are original and one copy of the respective Inventories together with the orig- inal and one copy of the respective Pennsylvania Inheritance Tax forms. A check is enclosed to cover filing fee for Invent2ry.;' Please fill in the amount of the check. I have writtenYnot over $20.ff If the amount is in excess of that kindly advise and we will remit paYment of the balance. I also enclose cbeck in the amount of $ bs'~ p-p as additional paYment on Perrsy.l- vania Inheritance Tax. PaYment on account of $2,500. was previously made approximately September 22, 1979. Enclosed herewith are photocopies of the respective Wills. -.,... , . PJB:ms enc. Very truly yours, T/~. /L ~) BER@ . .. ; AFFIDAVIT OF FIDUCIARY (Instructions on Reverse Side) ~~ I - rr -1<- fJ (if 10-"- R() . REV-449 ~X+ (3-80) CElMIIIONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRAHSFEr< INHERITANCE TAX RESIDENT DECEDENT Estate of Richard Stanley Kennedy Last Address 505 _"1~~~_~:treet Date of Death November 25, 1978 Social Security No. 203-10-9429 ~rlisle ,-Penna. 17013 Bureau File No. (CITY) (STATE) (ZIP) County File No. 21-78-664 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) Executor/Executrix Admin istrator/ Administratrix Name Kenneth K. Kennedy Address 505 "D" Street Carlisle, Penna. (CITY) (STATE) 17013 (ZIP) 4. All correspondence should be mailed to (x) Attorney Fiduciary. 5. If an attorney is representing the estate, indicate: Name Philip J. Berg 229 Ash Lane Lafayette Hills, Penna. 19444 (CITY) (STATE) (ZIP) Address List all safe deposit boxes registered in the decedent's individual name{ or jointly with,or as an agent or deputy of another, or in decedent's individual name with right of access by another as agent or deputy. Include 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 IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Commonwealth National Bank 1 N. Hanover Street Box #68 Carlisle Pa. 17013 Richard S. & Phyllis Kennedy Husband and Wife ,. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true,correct and complete. 9~~ / ATE PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file 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 which 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 jj . . .any person who willfully 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, grandchildren, grandparent, son-in-law and daughter-in-law 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. : . REV-450 EX+ (3-80) . COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE ~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) ESTATE OF Richard S. Kennedy, Deceased ITEM ESTIMATED DEPARTMENT DESCRIPTION MARKET V ALUA TION NO. VALUE (OFFICIAL USE ONL y) None (See Real Estate listed under Jointly Owned Property, Schedule "E" ) TOTAL THIS PAGE N fryU ));fMf V - INSTRUCTIONS FOR COMPLETING SCHEDULE HAil Schedule HA" 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 HE".) All real estate located in Pennsylvania should be described by lot and block number, 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 nome of the mortgagee, date, rate of interest and the outstanding balance on the date of death and attach 0 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 "A". .. , REV-451 EX~ (3-80) CO~NWEAL:rH OF PENNSYLVANIA . DEPAR1'MENT OF REVENUE TRANSFER INHERITANCE TAX . RESIDENT DECEDENT Estate of ITEM NO. 10. 11. 12. 13. 14. SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Richard Stanley Kennedy, dec'd DESCRIPTION UNIT VALUE 1. Commonwealth National Bank, Carlisle, Pa. Cash refund of interest on loan No. 18-07-27260-2 and ~ns~r~nce premium refund - 2. U. S. Postal Service Wages paid for period Jan. 1979 Wages paid for period Dec. 8, 1978 3. 1976 Volkswagon, Automobile collision coverage paid by Aetna Life & Casualty 4. Pa. No-Fault Insurance Recovery paid by Aetna Life & Casualty on account of Ambulance Funeral bill 5. Aetna Life & Casualty - auto policy premium refund 6. Defense Activities Federal Credit Union Shares on deposit, Account No. 51760-9 Insurance Proceeds Acct. No. 51760-9 7. 8. Prudential Insurance Co. of America Proceeds on life insurance policy on insured: Richard S. Kennedy, paid to Executor on account of death of wife simultaneously with husband Harrisburg Postal Employees Credit Union, Acct. No. 3522-010-~ C:-"'h~~r/ /J-,t.' ~' U. S. Silver Dollars (10) & Misc. Coins 1855 $1. gold Piece/~~ U. S. Mint Sets 1959-1965 9. I.R.S. Refund on 1979 Personal Income Ta~ Settlement of Wrongful Death & Survival A tions less counsel fee & costs amounted to $10 341.38. ~~ t9..1Wro~g:ful D2~th ~ 59%,~0 Swvival ction 'v ESTIMATED MARKET VALUE $ 670.58 64.53 113.17 3,375.03 35.00 1,500.00 67.00 3,327.70 2,000.00 947.03 4,656.25 log, ,1,' /HJ,n /~(). rtJ 18.04 5,170.69 DEPARTMENT VALUATION (OFFICIAL USE ONL Y) TOTAL THIS PAGE ~ 2} ;)j> g ().;z.- ~ ~ i" 5', 0 ~ JYnAr ..v".... INSTRUCTIONS FOR COMPLETING SCHEDULE "B" 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 IREV-894) must be attached for each partnership or joint venture, and a completed Closely Held Corporate Stock Information Report (REV-893) must be attached for each closely-held business interest or sole proprietorship reported on Schedule "B". D[F~N~L /\C i 1'/1 ilL:..; ;<-IJC.U\L UxL::.OI! UN/Oi\J - :1 cl G ~) 1 :) 1,. :;Cl/.\i\::(;~-;J:lJl;C. ;'jo;i\:N.\.. J.1LlU:.J.l'Y 2;..! I ~ )'(9 ,.1) I. .'1', 31.3 ~~\Y'I'()TJII'; OHI1I:H 01,- Kenneth rCclllH:dy::'::':;')l"::":HH( (E:;Lo.Lu Of~,I'fr,ij:.]!f:J'I' I\'i"lli\:.ly)") ......J' II /'1 J I, J "./ ...., "; ,> .. / . t,. .. ..j I......y ....... Uo.:." ~j $5, 3:T(. ~(O !\.1L<:;HANJCSIJUF;>'G NAVAL FACILITY CI',IIIlFIU,A:\,1) C()f:0:TY ;\,',\j'J().\;:\1. 1>'\,\,:, (,;;;"':'<. I"("'~:' r--:" r r', ,\;\11) TI([ST ~ ",,_c7 :...; '"J L....J CO,ll PAN), i\'IW CU,\II1L1(L\.'\'lJ, PA, 1>OLl..\I~S n. ~z / ...(,,/~ ~jl,l , ~'_,P'\I"____ .. - ..... './ y. -.------.-. (r~"- 1..:--:-.c.~ j - '1-</-:-",--/ '; T__MO", 5 20 bll" -,.:-- un"j ,.... ~ l____.. -~ ._-~---~.._----_._-"-____'u liD ~ L. b g 1 :1 IIQ u) I: 0 3 b :l:u 6 2 7 3,: b:1g "----.---- --~,._.._._--- ~.~.- "" "". <.." ~ ............ ~r '.-;1.>,"''"''.'..... D. t?'('.~\lI)'~."";ne. ~nrt. '''17'''" t.d'-'U~~..~G v-~.....UUV~w~04..i l.. 'V\LJ0w ~U ,.;::::::a ~o~ (( r..C"" ~,. \;.;;;ol ~ '--~ . oj '"" . lJb120J1l NAVY SHIPS PARTS CO;'<TROL CENTER Mechonicsburg, Pc. /7055 Mechanicsburg, Pa. Office 17055 Tel: 766-4153 (Direct Une) 766-8511 &t. 3596 & 2614 Ci:lrlisle, P..J. Offico 170 13 Tel: 2-:-5-3393 245-4793 Kr;>nnet.h Kennedv" Acct. No. SJiGG-u Phyllis J. Kennedy -Deceased 1032 Marton Street Laurel, Haryland 208l~ Because your 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 $ 2,000.00 has been received from our insurance carrier. Your credit union has provided this plan of life insurance for all insurabl~ n~mbcrs covering not only the accumulated value of ~hares in cLlch member's account but also Dn Ddditionnl Dlllount equal to any 10:l!1 balance (if applicnble) remaining unpaid a t the time of a members dea t~1. A breakdown of the insurance proceeds, shares and lonn balance are as follows: Shares on deposit $ 3.327.70 Loan Bal.$ 1 ,7 L:::: . L.-: (canceled by our Insurance Proceeds $ 2,000.00 ins. carrier) Total to be disb. $ 5,3?7.70 If you shOUld have any questions, please feel free to CHll on us. V.R 1m o ::~;'Y Y::;~~ "'-W0;V~ ',/v"'-<.. - ~ ..., . . i'.oJ r t l.n R 1. pson HanlJger Pmdelllial -- J IHo PllIdj""t inl IIlSIII ;tllnl Con,plIuy ot America Stntemcnt of Clnim Benefit Ilill,' ....Ma1:".c:h,14, 1979 I nsu red .... ...... .R.~.~ l:1Ci.r.<:i.. .s..~.. .I<.~Il.I1.e.cl.Y................................ ......... Payee. ....... ..... ~~.llr:t~.t: 1,1.. .I<..~... .I<.~Il.I1~.cl Y.,... .~:l:C~.G ~t.9. r......... Kenneth K. Kennedy %Phi1ip J. Berg, Esquire 229 Ash Lane Lafayette Hills, PA 19444 Representative......... ..... .w.~.s. t:... .s.ll,().~~................ ....... ......... Please see paragraph(s) ......... ...~.L. 5.................. (paragraph 1 below-2 thru 6 on reverse side) Policy Benefits Deductions number Amount of Dividends Advance DADBH Interest Lien/Loan Interest PremiUI'T1S in insurnncp* premiums DNOVA'** on L ien/ arrears retu rned Loan 110853133 $ 925.00 $ $ 2.89 $ $ $ $ $ $ 19.14 Paragraph 1. . For Week Iy Premium Policies this amount includes Paid-Up Additioos. if any .. Accidental death benefit ... Non-occupational vehicle accident death benefit Total Benefits -.2947.03 . ----- ---"'-- i~~omb 80280] Ed 7-74 I :",', - ~ J [n.-... f.',:~ .;'~ " J 1:.. ~.., I . 't' -:...'... l'::'.' ' " ~ ~. ~ J ') Total Deductions I 1-- -- ----------- Amount Payable ~h03 (See other side) Printed in U.S.A '" '.. . .. ~ ,- , .. 'T~.';,- '" '.:.. '. .'.... ..f.,......... '\, '", ..,.,..... "i'<f '.. 'J,~~ '\ ~ "l.,' "\ \0.' ~ " ~,,.r ~,.~~. ;y, /~;,K:......~,;;t.'lC::;."".k ..... "..... nC'\".~). ... ....... ,,'; ..''0 .... A .~. ,~',~..~~'. ... ... .."440 \ ,.,.. . (f " ~ I _ .....~ - .,.' ...... Co".".' : t "" "V. ~ I" , "1- ~. .~" '''"'''*''. .~ I)ow.J"".-'\' :.~_'....... \ .. \ ..~ '_,".{ ~',~, ,_ ~. ~""... "',,' I' ,~...:. 't\ , ... , -, ", '^'. >\. . "^ '" . '. ;':r.~l1to.;..,w.... t!: ~ .'1~ J ft ..."rf".; '10,. """"-"'\,.' ~~, ..\t',....f.~. ",., .'tt' ~~/...~-r)\,\"", n'17 'r~' "1'>....'" 'f(o~ .:,...~,.'.:,.i~..~...'"...\';..i '.. ., ~.~. ~-~. >:~ .;.::.: ~'r'~ ~~;>~,:;,~:-~. ~,:'": ;~~.~~"': ::;i~; '~~~~'~:\':~::: ,1:>>':L ' .:, :: .: . "J!" . __~Ifo,r..._""" I!-.....:.l:.;.r,-.....~~.~!'"._ ,.;.-~.:'~w.,. ,'~":j.t..~~"._ ~ r:'3~. ... ., .... '. ",,":; ...... ~0-4' .. , '. , " .~..1 , "', . , ""-,-''''-. ~ . - -- --- .~- r t i 1-----.--- --- ------- ------.-. --- - - -- REV-452 EX+ (3-80) SCHEDULE "C" COMMONWEAL TH OF PENNSYLVANIA TRANSFERS DEPARTMENT OF REVENUE "TRANSFER INHERITANCE TAX R!!SIDENT DECEDENT ESTATE OF Richard Stanley Kennedv. Dec' d. *' INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is liVes," provide a description of the property transferred per Schedules lIA," "8," or liE," 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 ESTIMATED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL Y) None TOTAL THIS PAGE None AI n-v. 0 kf'l.lf 7-- 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 "Yes" or IINo".) 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 "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certi fi cate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of trClnsfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which WClS 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 trClnsferred might return to trClnsfe:'or 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 .:my 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 "No".) 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" or "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".) ---- REV453 EX+ (3-80) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE . TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES '*' (Instructions on Reverse Side) Estate of Richard Stanley Kennedv. dec'd. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Kenneth K. Kennedv Son YAI=: Over 21 One-half 505 "D" Street Carlisle. Pa. 17011 Steven Kennedv P. O. Box 76 Plaisted. Maine 0L.767 Son Yes Over 21 One-half 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. I ndicate the beneficiary's relationship to the decedent. Specify jf 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. .RE'o'.454'(l:SO). " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . TR"ANSfER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE liE" JOINTLY OWNED PROPERTY (Instructions on Reverse Side) Estate of Richard Stanley Kennedy, Dec'd. ITEM NO. DESCRIPTION One-half value of jointly held assets registered in joint names between Richard Stanley Kennedy and Phyllis J. Kennedy, H/W as per schedule hereto attached. TOTAL MAR KET VALUE TOTAL THIS PAGE P ER VALUE OF CE DECEDENT'S N INTEREST T $23,989.0 DEPARTMENT VALUATION (Official Use Only) d...1. ? rr. 11 INSTRUCTIONS FOR COMPLETING SCHEDULE liE" 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 t:mgible 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 al! 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. ~. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. I c "'0 v n >- M >- :E I I z >- 0 0 v CFl 0 ...... CJ n C v >--J Z :: Z t"'" M >- 0 0 t"'" M ~ Z :;:0 ...... ! t""'N'1:I Z Z M >--J M >--J Z Sl'N;::r' 0 0 >--J ><: CFl M ...... N 1-l;J~ 1-" CFl 0 CFl I-' Sl' I-' Z 0 .., I <.::: :x> 1-" 0 'T1 I 'Tj ::d .'""'- 10 --.J CDC/l'"d I I l::u >- ~ 0 ct;::r' I ,..., I 'Tj ct y ~ II-" - 'Tj 0 0' ...... CD t""'. I~ iO Z 0' n Sl' ';::r' +- ...... ::r:::>tD ! - ! Sl' >- 1-"CD CD ! 1-" It:j ili t"'" I-' Ii IC/l :p.. C I-' Q"q 'I-' 1= ICD I CI'J C/l .. I I~ trl J::l:j ~ Iw 0 I ct ~ '1:1 C/l 1'1:1 Ii Z Sl' ,.0 Sl' CD t"'" . . 1 . CD ><: -< ct ><: '..-' I-' M M ~ II-' Ip;; >- >- +- I~ ,CD ::0 ::0 +- '::> +- I~ :~ 1 ~ i Estates of Phyllis J. Kennedy and Richard Stanley Kennedy, deceased - husband and wife JOINTLY HELD ASSETS BY HUSBAND AND WIFE AT TIME OF SIMULTANEOUS DEATH. 1. 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 - 2. Commonwealth National Bank, Checking alc No. 182-106978-6 "Richard S. Kennedy and Phyllis J. Kennedy, H/W" - Balance on deposit at death 3. Equitable Trust Bank Checking Acct. No. 531-0519-8 "Richard S. Kennedy and Phyllis J. Kennedy, H/W" - Balance on deposit at death 4. Equitable Trust Bank Savings Account No. 031-103-141-5 "Richard S. Kennedy and Phyllis J. Kennedy, H/W" - Balance on deposit at death 5. United States Savings Bonds, as per list attached - Market value Total value One half reported for Phyllis J. Kennedy One half reported for Richard Stanley Kennedy Market Value $45,800. 1,713.28 40.00 217.08 (207.77) c2o'l.i I ($47, 978 .13)7i1;~,~,7 7 ;$. 23, 989 . 06\ ':''; 1 yO: 1'1 l$23 , 989. or..2.7cr N ,,, . . .. Estates of Phyllis J. Kennedy and Richard Stanley Kennedy, deceased - husband and wife. 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 Series "E", $25. Face Value Certificate No. z6 303 704 768 E issued Dec., 1978 "E". $50. Face Value Death Value @38 .14) 37,1 i 08.00) .3'1.'1i. (38 . O~ 37, '1 '" ~ 8. 00) J7,7 ~ (]7.88) .j 7, S-O United States Savings Bonds, Series 18.75/ Total market value !~~z;,zt==~o '7, If I ~103 . 73) 10 .3, 7 0 (103 . 74) I 0 3, '1 , ----------- ----------- One-half reported in Est. Phyllis J. Kennedy, One-half reported in Est. Richard Stanley Kennedy ]~!~~:;r~~~realt'~ (.~\ ... ,~ ~\~~(J~X~# '.~ . J\!):l' '. 1~2.~1 Ohq7R-~_J.~~C.<O.?/Lq RTCH/lRIl S. KENIJFny PHYLLIS .J. KENNEOY 50~ () ST CARLISLE PA 17013 IHGINNING BALANCE --- ,;~,:-,~ :..- - - ;"~:<::':^.'~~:- .. ---~'::~:: 0 ~I~;:::'f'] 1713.28 ACr:OUNT NUMBER TYPE OF ACCOUNT B((i1NNING BALANCE ENDINC; BALANCE I~JfHHST YEAR TO DATE YO R STATEMENT S VINGS WILL ARN 5 X CHECK S{WITH DR AWA LSIT R AiJSF ELlS DEPOSI IS DATE BALANCE ************ ***** CHECKIN' ACCOUNT 18 -10bQ 8-b********** REGINN NG BALANCE 1713.28 1713.28 EAIT MEMO 2/07 .00 SAvE Tlf.1F...SAVF. ~10'JEY...ASK A~nlJT AUTOMATIC LUAN PAYt'~UJTS PLEASE SEE REVERSE SIDE OF THIS STATEMENT FOR ADDITIONAL INFORMATION .. " '.~' '''':,~,o!',\...' . ....-',I)l.J"~. ___ ,..._t.~ .,:_~.;~" C~'i:...:::r '" . ~'-\. ,.,.. . .. . . " . --............. -............ ~ .."i.. 1-'_'~:.", "'_ w" -' ~ -.: .... 'i' ., -".""r~...""i.4". .... l' ~"" _ 'w' '.-' ~ ~ .. .' "'! .;:.,..- ..,':"'.rf..., r , ..."" .......... .... -,-- *r:.- " . ...' '- h}I.I,--:. 4", l - .. ' : c'/ ,~~.ltJ'\'";) 'I J~,:, I --- I \~\~ -~J (/I J . \:'-,.~" ;/ X~L ~-:J"'~,. "''-..'~" ~.' HAR\J€Y WflLLOANK€R" Equitable ~., Trust Bank ~ r",j'IIIII,!!", 1 I r, ~ l II 1 I f I ~ , I; 11!,']'I"t' t,,', H rRICHARD S KH1'.JI UY PHYLLIS J K~N~~DY 505 D STREET CARLISLE PENNSYLVANIA L 31 0 19 -1 ~"~I '11 d II '! 11I11 17013 'iI', t~l' r \1 )111. ",'( :_1 P !)f, If '( ,I, nf ,n\\,' ':t1;tl1l 1P of ;JcJrjrl~<'-, ~ PAGE. Service Summary I Service Activity CHECKING ACCOUNT SUMMARY ACCOUNT NUMBER 531-0519-8 PREVIOUS BALANCE DEPOSITS AND CREDITS o CHECKS AND DEBITS o . CURRl::NT BALANCE 0.0 CHECKING ACCUUNT ACTiVITY 1?/07/7r TO Ol/t~/19 ACCOUNT NUMBER ?31-0~1~-H CHlCKS AND DEBITS CREDITS DATt .oose Ol/u~ FULL DESCRIPTION OF ITEMS LUU~U AKUVf SC - SEkVICE CHARGE A~D CHECK FEtS BAlANl $40.001 4t0. t 0.0 40.00 '___'__~__'___m_ _ --__. _. "-.. ________nm _____...___________ _______u__ ________________..._._ NOTICE: SEE REVERSE SIDE AND ACCOMPANYING STATEMENT(S) FOR IMPORTANT INFORMATION ANY DEPOSIT AND/OR PAYMENT MADE AFTER 2.00 P.M. ON REGULAR BANKING DAYS (OR ON A WEcEKEND) Will RF r:Rr""lITrn TO ynlJR ACCOIJNT AS OF CLOSE OF BUSINESS ON THE NEXT BANKING DAY File Number INHERIT ANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-78-0664 ILl Original o Supplemental o Remainder REV-484 EX+ tS080) Estate Name Richard S. Kennedy Date of Death November 25, 1978 Social Security Number 203-10-9429 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 return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E" Dated: June 11. 1981 . . ' 'I J ", , ) -/f'.;' l) /tt'.f t:JJ( ,'.~ / ~ Lt" IZ () /f f . / INHERITANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Property (Schedule A) $ Nnn.. 00+ 92+ Personal Property (Schedule B) 22 288 02 10+ Jolnt.Held Praperty (Schedule E) ?"Z. eRR oRa 20+ Transfers (Schedule C) Nnnp 30+ TOT AL GROSS ASSETS 4h ??h Ql Less Debts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY CODE COMPUTATION OF TAX $ $ $ $ $ TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Tax on $ 6% T ax on $ 15% T ox on $ T ox on $ T ax on $ Exemptions Totol Estate Less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ $ = $ + :;: INTEREST FROM BALANCE TO $ REV-518"FO (7-80) NOTICE OF FILING OF APPRAISEMENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS Kenneth K. Kennedy 505 liD" Street Carlisle, PA 17013 RE: Estate of County of File No. Richard S. Kennedy Cumberland 21-78-0664 Dear Mr. Kennedy: You are hereby noti fi ed that the original appraisement in the estate of Richard S. Kennedy has been filed in the office of the Register of Wills of Cumber] and County on June 11 , 19 81. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total None 22.288.02 23.988.89 Non~ $46,276.91 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 Estet,,- T~x Act 0 1961, 72 P.S. 2485-1001, P.L. 373. Date June 11, 1981 Signed ,1 .~ d:Z1 .- I "...tf}', i / <:'~I ,;.( '" I'i'{d. (" / Title Chief Appraiser NOTE: This is not a bill. -. [iJORIGINAL o SUPPLEMENTAL File No. 21-78-0664 REV-457 EX+ 17-601 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT Estate of Richard S. Kennedy Coun ty Cumberland Date of Death November 25, 1978 In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years. the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rote on any such future interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEAL TH 1. Total Real Property - 5CH. "A" . . . . .. $ 2. Total Personal Property - 5CH. "B". . . . $ 3. Total Jointly Owned Property - 5CH. "E" $ 4. Total Transfers - 5CH. "C". . ._. . . .. $ Non~ Unreported $ Unreported $ Unreported $ Unreported $ DEPARTMENT'S APPRAISED VALUE $ $ $ $ $ None ASSET SUMMARY None 221288.02 2?,988.89 N n o LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER 46,276.91 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. c . J J , .. /i I ',' ? : .:' --.':f~ I:iP 'l (d j ~1'I , I'll ti 'f . ./ APPRAISER 06/11/81 DATE l' "t:l 0 (') 6 t'rj ~ :E ..... >- 0 0 Vl ..... Z C') (') c:: 0 >-l Z 3: z l' t'rj t'rj ~ z ~ >- 0 ..... 0 l' Z Z t'rj >-l t'rj >-l Z 0 >-l -< Vl t'rj ..... 0 Vl Z 0 Vl 0 .., ":rj ;:d 0 ":rj - ~ 0 l:d ":rj N Cl 0 H ..... ":rj 0 ~ ! Cl 0 ..... \.0 N 0 ~ z (') ~ ..... (l) >- 'i t::t l' ~ III en en c:: ;:l cT . Vl Po 'i t'rj (l) ~ (l) -< -< 0 cT ~ t'rj t'rj z (j\ >- )> l' Q ~ ~ -< --- - ') ,-~( 1- " l..) (" (- y .~. , .\.'-Lll.. (, (.I b. Iqtr REV-455 (1-80) COMMONWJ;AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE '~TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Richard Stanley KennedY Date of Death November 25, ] 978 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-78-664 Claimant Relationship to Decedent Claimant's Address ITEM NO. DATE NAME OF PAYEE REMARKS AMOUNT G. Book Roth G. Book Roth Funeral Funeral f 1 Kenneth Kenned Carlisle Communit Ambulan Commonwealth Nat'l. Bank Note dated 6/24/77 - Ba ance due at death Commonwealth Nat'. Bank C rlisle 1 1. inde1::tEdness 4 588.32 1,044.54 Other 1/2 taken as deduc Steinmetz Photo U. G. I. Cor. Penna. Power & Light Electricity United Telephone Co. Tele hone Sunmark Industries Gasoline Sears, Roebuck & Co. Debt at death 2 Phila. National Bank Bank Am. Card Acct. No. 426-350-142-89 Balance at death Geor e Herman's Sons Debt at death Cockran & Allen, Inc. Debt at death 102.6 Borou h of Carlisle 26.07 Richard A. Neidirer 21 .00 Internal Revenue Service 1 2 2.8 Pa. De t. of Revenue 1 8 P . 35.28 (J oiJ;lt :returns filed on beha~f of husband TOTAL THIS PAGE ~ & Wlfe) Schedule "Fit Can't.), I hereby certify that to the best of my knowledge and belief fne foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estat as deductio f Inheritance Tax purposes. OFFICIAL USE ONLY DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF$ It; 9.11. 7'7 AT ~ PERCENT. ~@.~J EGISTER OF WI 5 v-/?-:l/ DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. 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 burial expenses including the cost of a burial lot, tombstone or grave marker. 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' ""0 ti n ~ t'rj ~ ~ .- ;p 0 0 Vl Z CJ n C ti -l Z ~ Z t"'I t'rj t'rj :;:: Z :Xl ;p 0 - 0 t"'I t"iN'I:I Z Z t'rj -l t'rj -l Z P' N::r 9 0 -l -< Vl t'rj - I--tJ '-0 1-" Vl N Z Vl 0 -l p:l I--' 0 I--' <<: :x> 1-" 0 'Tl 'Tl :Xl ~ - <DCIl'O (') ~ ~ 0 c+::r P' ~ ~ 00- "%j ct c..... (') '1 H - ~ "%j <D t"i. ~ I--' (') 0 - P' 1-" 4 ~ Z ~ n - - ::r: :=HJ:J CIl t::j ;p I-"<D <D <D I--' = ~ L' I--' '1 '1 <D t::j C I--' ()q I--' .. (J) CIl .. P' ct (J) Vl ~ '1:1 '1 1-3 t'rj t,tj p.. p:l <D S; 0 '1:1 CIl . <D Z P' ,0 ct t"i t"'" . . I--' t,tj -< -< -< -."J K - I--' 0 t'rj t'rj '-0 I--' @ ;p ;p +- \.U :Xl :Xl +- Z +- ~ t::j K 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. , SCHEDULE "F" (CONTINUED) Statement of Debts and Deductions Estate of Richard Stanley Kennedy Carlisle Wage Tax Harrisburg Postal Employees Credit Union Loan #3522-010 Administration Expenses Register of Wills - Cumberland County Probate of Wills Short certificates IIMel vin E. Spahr - real estate appraisal I IWilliam J. Mansfield - advertising Grant of Letters !PhiliP J. Berg, Esq. - counsel fees IINotaries, photo copies & misc. expenses I Kenneth K. Kennedy (Son) Family Exemption I I I I I I II I I ~ I It /it! I $52.35 3,913.07 9.00 20.00 8 5 . 00 55.00 2,800.00 65.00 2,000.00 f l~tlJ? Y7 - ~~~~~In~:~~t~~ ~ October 18, 1979 Philip J. Berg Attorney At Law 229 Ash Lane Lafayette Hill, PA 19444 RE: Richard S. & Phyllis J. Kennedy, Deceased Dear Mr. Berg: As you have balance on the m ber 25, 1978 w s letter dated October IS, the S. & Phyllis J. Kennedy as of Novem- If you should please include the ed any additional information on this account, count number 11-0002244-9 along with your inquiry. n*~U~~ R. Fred Hefelfinger Vice President Carlisle Deposit Office RfolI/ sr I tJ l~ ~ - , . .2- )~I 01. 3 ) cc: file The Commonwealth National Bank, 10 South Market Square, Harrisburg, Pa. 17108 (717) 564-9500 COfllmonwealth.. J...t:i .~...".'".'~.~'.''''' NanonalBank ~ October 19, 1979 Philip J. Berg Attorney at Law 229 Ash Lane Lafayette Hill, PA 19444 RE: Loan of Richard S. Kennedy, deceased Dear Mr. Berg, t:f.c~4' ../:. // tJ? - ...? 7..J {, 0 r ~ In reference to the above mentioned account, the amount due at the time of death W~4,588.3~ The insurance company (Nationwide) paid $4,823.60 and we only needed $4,153.02 to pay the loan off. The difference between these two figures was refunded to the beneficiary in a Cashier's Check. If you have any more questions, please feel fre to contact me. Very truly yours, i 0 'J;) 3. () J' df.'l//Y 7 ",70 " V J/~1l> . // b ~aZ(lB{/~u~~ Manager, Loan Servicing RI.K/clm The Commonwealth National Bank. 10 South Market Square, Harrisburq. Pa 17108 (717) 564.9500 .A~ PodoL Cmpi~ elUJd 'l(n<<ut --.._-- -. -- _.._._--~ .--.-..---.---.. ..-.----------..--- ---..----. - .._0._ __~~..___~_ ___ ..___,~__ ___ ..___.___.....______ ._ Founded, December 7, 1933 ~ .. Affiliated with' the Pennsylvania Credit Union Ll'agul' Life Insurance Protection on Loans and Deposits Each MemhC'r Account Insured 10 $40,000.00 by Administrator, Notional Credit Union Administration Telephone 782-4582 Room 8.216 General Post Office Harrisburg, Po. 17105 OFFICE HOURS Mon. thru Fri. 7:00 AM. to 4:00 P.M. October 17, 1979 I'lr. Philip J. Berg 229 Ash Lane LaFayette Hill, PA 191+ltl~ Dear r.lr. Berg: Our records shoYI the deceased, Robert S. Kennedy, Account Number .?3'522-010', had $2,693.00 in the SHARE Account at time of claim settlement. The Insurance be~efit on SHARES amounted to $1,963.25. These two figures combined equal the amount of our check number #03540, for $4,656.25, dated January 23, 1979, sent to you, made to the order of Kenneth K. Kennedy, Administrator . of Estate of Richard S. Kennedy. entirely by the insurance the share claim payment. The, then current loa balance death claim on the loan. 1'h1.s vie carry share and loan insurance on all share and loan accounts, up to specified maximums, at no cost to our membership. Hope this information is what you need for tax purposes. Sincerely, /'l-'M ,\;) Q?J // /:0; I<<~l ,/ tr?,'':f'P Marlin J. ,Conrad . ~ Secretary/Treasurer MJC/bs ... . .' /" I Inventory of the real and personal estate of Richard Stanley Kennedy deceased. 1. One-half value of real and personal property owned by de- cedent and his wife, Phyllis J. Kennedy, as Tenants-by- Entireties. Husband and Wife killed in automobile accident simultaneously. Assets divided equally pursuant to Simul- taneous Death Act, June 19, 1941. P.L. 138. (68 P.S. 521) One half value of assets listed on Schedule attached hereto. $23,989. 06 11. 12. 13. 14. 15. 2. Commonwealth National Bank, Carlisle, Pa. Cash refund of interest on loan No. 18-07-27260-2 and insurance premium refund 3. U. S. Postal Service - Wages paid for period Jan., 1979 Wages paid for period Dec. 8, 1978 1976 Volkswagon, Automobile collision coverage paid by Aetna Life & Casualty 4. 5. Penna. No-Fault Insurance Recovery paid by Aetna Life & Casualty on account of Ambulance Funeral bill 6. 7. Aetna Life & Casualty - auto policy premium refund Defense Activities Federal Credit Union - Shares on deposit, Account No. 51760-9 Insurance Proceeds Account No. 51760-9 8. 9. Prudential Insurance Co. of America - Proceeds on life in- surance policy on insured: Richard S. Kennedy, paid to Executor on account of death of wife simultaneously with husband 10. Harrisburg Postal Employees Credit Union, Acct. No. 3522-010 U. S. Silver Dollars (10) & Misc. Coins 1855 $1. gold piece, very poor condition U.S. Mint Sets 1959-1965 670 58 64~ 53 I l13~17 I I I 3,375t03 I 3 5 i 00 I 1,500~00 I I 67100 I i 3,327 70 I 2,000100 I 947103 4, 6 56 25 I 103.00 I 100 00 140 00 18 04 I.R.S. Refund on 1979 Personal Income Tax Settlement of Wrongful Death & Survival Action wlo litigation Settlement less counsel fee and costs amounted to $10,341.3 . 5Q% attributed to Wrongful Death Action & 5Q% to Survival Action. Proceeds from Survival Action as probate asset 5,170. 69 Total Inventory ~-3!Z d,? : ------== COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l. J 55: Kenneth K. Kennedy being duly sworn ~_ according to law, deposes and says that he is the Executor of the Estate of Richard Stanley Kennedy late of ~~_Darlis1e-.-- __ u_._.____________.~_ I Cumberland County, Pa., deceased and that the within is an inventory made by him, Kenneth K. Ken~edY_., the said Executor of the entire estate of said decedent, consisting of all the personal propdrty 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. September 24 ~0t,,,~~~,,, PHtU,DEiJ':'H!A. I'HllJ.[i[LPi~.ii\ I)JUNTY tltl"l COil'jNH:;SJQ:'\; L~.f'!RtS M,,\Y 18. lY3l , ~;ber. Pt:r:n~J;""::':~,i3 A::,::,u~i;;!i;;illi; h!t:f:.:i" 19 80. ~~. Kenneth K. Kennedy 505 "D" Street SWORN TO and subscribed before me, Carlisle, Pa. 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 (J'\ :>> r-I 'd -0 ~ . >- Q) Q) cO I- W Q '" c::;- p..., ~ ~ I- Q III -::t w ..:( Cll \.0 CL. I- Q) U 0 ~ Q) II \.0 0 In C t7l >- (J) w w I I ~ IQ Gi r-I 'to I- CL. LL :>> CL. EbO r-I Z I- -J ~l III r-- I LL -J ..:( 0 CL. o~ Q)..-I I i w ..:( w =Q) Q:I: r-I Ii > 0 z ~ ~ .;.. ..:(~ cO - N Z 0 c:: HQ) II C +> ;:, . .p ci Ii In Z Cf) 0 'J ~+> ~ u z II w ..:( - (J) Q) CL. 'd -0 p.. <:>> ~ c:: ..-1 cO III I cO ..... -.: r-I (J'\G-l I ~ 0 Q) ..-1 NcO t) J:). "tl ~ ~ NH ..-1 Cll E 0 - ...s! p..., I ~ III ;:, 0 I -J U u: CD Ii . \ ! : I: ,I ii Estates of Phyllis J. Kennedy and Richard Stanley Kennedy, deceased - husband and wife I, I' liJOINTLY i:DEATH. Ii 11. 112. II I. I; h. I '4. Ii' ,One I lOne I I ! I 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, HM, Recorded Aug. 27, 1959 in Book I., Vol. 19, pg. 538 Copy of appraisal attached Personalty - Co;nm~nwealth National Bank, Checking alc No. 182-106978-6 "Richard S. Kennedy and Phyllis J. Kennedy, HM" - 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, HM" - Balance on deposit at death 5. United States Savings Bonds, as per list attached - Market value Market Value $45,800. 1,713.28 40.00 217.08 207.77 $47,978.13 $23,989.06 $23,989.07 Total value half reported for Phyllis J. Kennedy half reported for Richard Stanley Kennedy Estatos of Phylli.;; ,T. K'~lltledy and rlichard Stanley Kennedy, dece3.sed - husband and wife. . United States Savings Bonds, Series "E". $50. 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 ----------- -----------