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Home My WebLink About80-00654 ~ . ~ >< ~ ~ ~ rn n ~ ~ ~ ILo <dI ~ :S' If.) . I-) Cf) . (,!'l i ~ ILo ~ u' 1-)' C> ~ - - 0 ~ Cl) . .... IV 0 .... z ..:l .". INHERITANCE TAX RETURN FOR ESTATES WITH GROSS ASSETS UNDER $10,000.00 ~ , CummonWdlltl 0' Plnn.ylvanla Clpar,mlnt ot Ravlnu. Trln,f.r Inherltancl Tilt RMldlnt O.udlnt Rlv-40. EXt ('.80) Estate of Harv J. Harlacher Date of Death July 1. 1980 Social Security # 169-50-7980 Last Address CUnberland County Nursing Hare Carlisle PA 17013 Bureau File # (City) (Stltll (Zip) County File # ,;JI- i)',., - (,-.'.9 ,. Decedent died: aot Intestate (without a willI o Testate (leaving a last will - copy attached) 2. o Executor/Executrix o Administrator/Administratrix Name Add ress (City) (State) (lip) 3. All correspondence should be mailed to Il(I Attorney o Fiduciary, 4. If an attorney is representing the estate, indicate: Name Jon F. Waver, Esquire Address 317 Third Street New Cunberland, PA 17070 (City) (Statel (Zip) REAL PROPERTY _ Identify real property located in Pennsylvania by lot and block number, street address and I include a statement of mortgage encumbrances as of the date of death. NONE Total Estimated Market Value ."" I Department Valuation (Official Use Only) o / .:}//l7 ,~ .' .c<.CU'n r ;-;} MAIN OFFice 331 BRIDGE STREET NEW CUMBERLANO. PENNSYLVANIA 17070 17171774.7000 CCNB BANK. N.A. DATE ..,'".,,;,..."; ~ 25 1980 ,)1. ~. 10. _I\. , LA\'/ O;,,?ESS JON F. LAFA\IER 317 THIRD STR2,'!' Na.J :::tIHBE:ll.A'ID, "A ..,' 17070 RE: ESTAT': OF HARY J. :JARLI\ ~HE:l .' GENTLEMEN: The following is a list of accounts that we have in our bank, TYPE OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE ACCR. INT. SA'.' 00l-08092L-2 12/13/78 S 2123.59 . 71;, S .L6 NAMES ON THE ABOVE ACCOUNT ~~RY J. HARLAJHE~ If we can be of further assistance, do not hesitate to write. Very truly yours, ceNB, N.A. ,{J {Yl4'<-f} k~ Dorothy Morrette Savings Department DEBTS AND DEDUCTIONS , " D.te Name 01 P.ve. Nature of Debt Amount , Jesse H. Stone fu1eral Home Funeral C)(!>llmcs paid 1 h~7 nn Family CJlclTlPlion (will nat be ollomd unless dcctldcnt died residing with a parent, spouse or chlhhen.J Administration EICpcnsos Jon F. LaFaver , Esquire ~FCCS 386.18 Fiduciary Commission IOther Debts and Claimsl Register of Wills Filing Fees 6.00 Recorder of Deeds Filing Releases 35.00 Total 2,084.18 Under penalties of perjury. I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct and complete. ~YLO'--~ fY;ffe~, 10-1-80 Signature of~. Joint Date Ck.Jripr I do hereby certify that I have appraised the ossets contained herein in conrormity with Pennsylvania law. ): -' ~~/d .-/'-RfI'A{/ )(,1 ) //1~6/P/J 2: 0 w Appraiser Oat6 I III In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expir..tion of any ::l -' estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance tax.es at the lawful collator..1 <l I1ile on any such future interest. U ii: u. ;/, cl Ii' ,; Irf l g Debts and deductions are allowed in the sum of S at percent. , >Z:u-c:J /~~--/j @. /1-.25'-PtJ 'l/itL1.M \ !egister 01 Wi\.l! Date BENEFICIARIES BENEFICIARIES AND ADDRESSES (Stlte full nemes and .ddreues of all who have an interest either vested, contingent or other interest) RELATIONSHIP TO DECEDENT SURVIVED DECEDENT STATE YES OR NO INTEREST OF BENEFICIARY IN ESTATE AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT FL 32019 1/6 residue 1/6 residue 1/6 residue 1/6 residue 1/6 residue 1/6 residue Son Yes c: ." 0 n ~ m ~ ~ ~ 0 0 0 '" 0 Z G'l n C 0 -l ;: r- m ~ r- m ^ Z :Il ~~ ~~ ~l' ~~ m -l m Z -l -< '" m en 'II, '" 0 -l 0 ." " ." ~ 0 0 Z ." ." n ); r- -< -< C m m III > ~ m :Il :Il 0 Z r- :$ INFORMATION PLACE FOR FI LING - The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. " . TIME FOR FI LING - 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. FAILURE TO FILE RETURN - Section 791 of the 1961 Statute provides that ". . . 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." , RCV0484 CX. (3-80) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Humber 21-80-0651, Estate Harne Ila ry J. Ila rl acher Date of Death 7-1-80 Sociol Secur; ty Humber 169 50 7980 REPORT OF INHERITAHCE TAX APPRAISER I, the undersigned duly oppointed Inheritanca Tax Appraiser in and far the County 01 Cumberland Pennsylvania, do respectfully report that I have appraised the roo I and personal property as reported in the foregoing rotum at the values set forth opposite each item in the last column to the right in Schedules "AU, "B", "C", and liE" Dated: November 26, 1980 ..f1}lIH," J '1P:~ ;7" ~.~} INHERITANCE TAX ^PPRAISER INVENTORY VALUE AS APPRAISEO CODE $ -0- 00+ -0- 10+ 2,124 5 20+ 5,600 0 30+ $7,724. 5 40- ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE 92+ Real Property (Schedule A) Perlonal Property (Schedule B) Joint_Held Property (Schedule E) Tronlfers (Schedule C) TOT AL GROSS ASSETS 93- Leu D.bts and Deductions (SCHEDULE F) C~EAR VA~UE OF ESTATE Valuation of IIf. estates or annultle.. . . . . . . . . . . . . . ~ FACTOR PRINCIP~E VA~UE CODE FOR USE OF REGISTER ONLY Tax an $ CODE COMPUTATION OF TAX $ $ $ $_ 6"' " Tax on S 15% Tall. on $ Tall. on $ $ Tax on S Excmvtlons Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ $ Less Crodlts DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 5 + $ S = $ + = INTEREST FROM BALANCE DUE BA~ANCE TO S S S ,REY"ale FOtCHO) '*' Commonwealth of PennsylvanIa Department of Revenue BUREAU OF FIELD OPERATIONS P.O. Box 2970 Horrloburg, PI.. 17105 NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO Investigatian Divisian Jon F. LaFaver, Esquire 317 Third Street New Cumberland, Fa. 17070 RE: Estate af Hllry J. Harlacher County of Cumberland File No. 21-80-0654 Dear Ifr. LaFaver: You are hereby notified that the Original appraisement in the estate of Hary J. Harlacher has been filed in the office of the Register of Wills of Cumberland County on tlovember 26 ,19 fiQ.., Soid appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Tatal -0- -0- 2,124.05 5,600.00 ~7,724.05 As to such tax that is paid within three months from date af 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 ta 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 af said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S, 2485-1001, P.L. 373. Date November 26, 1980 Signed /f/jJ~.~ffl.I'7f7~4d,r,/) Title Chief Inheritanc.. Tllx App""i ~p,. NOTE: This is not a bill. , , CJ e 0 :<: " ... ~ 0:: 0:: '" '" ~ k ... -< -< k a 0 7- t;l ~ ., ,... .c: ... 0 :>- u . I.:l <:l 0 . ... u <:l ell .0- k '" "0 ;:l .,.. ~ "0 " ...:I .., " '" ~ -< 0 al " ... '" I . ... ... k - 0 .., k '" " u Z <Xl " ... ~ ... - 0 I ~ ~ ... ... I"- - ... k :l ,... I"- ~ '" ~ :l <:l u '" ... 0 u <..> ... ~ l"- I"- 0 E- o '" 0 z ci ell t;l '" :>- E- o - ~ E- t;l Z Z . :. Z ~ ...:I ci - ci 0:: Z ~ t;l ~ ...:I Z :0 z 0 ;:> u ~ Z - ~ ell ~ 8 0 -< :l == t;l 0 '" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' COUNTY FILE NO: , , ,.,'-'1- .' ,) -. (~-. - - OATE /, , ,/;. /;//:",:, TO: .",j " " /,'/ :--::-(/ ESTATE / /.",,-) / (',/II':'I~-:h:-V ,/ (I - , i/ 'f ,~/._~j - ~'I - /. L , ',",' - /, / 'i FILE NO. , ! . /' ,: j~ .;.1"',,-- _ ..t~~ / ; . /../, , I , ' I. ;' . ',/ /l~/.(.IJ\--I"rr' .>'/"/.' H t'A.. ." ,,~., COUNTY ):; / . // ';', /~I./~4-/t'_A. I / /: "/' I:; OATE OF OEATH ~ J "~i.d d i/ /{.I(~/! " I u (J Appraised Value of Estare: Real Estate s Personal Property + Jointly Held PropertylTransfers J '-I - + "/ :, f.J.'-' I i~;/ - s --; "J . .',! . ..;/ /.1 '/--1- ;'/ , I I '_~ Total Gross Estate Total Approved Deductions Clear Value of Estate S " " ~ "/ ,/ "'1 ,. I., -' _ less: Approved Charitable Exemptions --.-----. Clear Value of Estate Subject to Tax S <, (/:"'f, /' /7 Amount Taxable @ 6% Rate , / ",") S i., i . ') . _ / tax due $ ,r "'<"1 :';2 f....... F) t.- , , - Amount Taxable @ '5% Rale tax due TOTAL PENNSYLVANIA INHERITANCE TAX ~UE $ -;~:::5;1. ':;1'1 ... .. .. * * .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAlO OISCOUNT INTEREST TAX CREDIT $ + $ $ = $ + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX ~UE ,;:' ;.; / ;, "~I $ '"-' _.{" J t... "'. . /.:, Assessed by: / I !. f./ ',I- C ' See Information on Reverse Side AgentforthIlCon~'1~)nW8lIth / /)}"Jjy,/ ;;:..: I ,.~,;/{~/";Y (i! ._Ii :.; Ci' :JI:'~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' dJ {, r, L!. , DATE J}J,.. 3 , \\ ESTATE--'\1'l'- \\ "'~IO-' FILE NO, ~ { ,~^ I c I / , &-" """; COUNTY L I.N I J .;j, L;, 'It-L DATE OF DEAT~~Y~~ ,I .' 0 ,r.l I q ,YJ :0.J"j, I. I...,~W v ~..L.... v-"/ COUNTY FILE NO: TO: C\ p. lj~ I ~) . f C'q", \ -iJ I ~- yr) -J ~)~,1{,,"J!)" 7:)~1.-1 ->M r ,.. .\IOJ h., j ~ "", 1\, " ~." ''- ~~t ",.:r( , I ~ 'A I " '}() '70 Appraised Value of Estate: Real Estate $ Personal Property + Jointlv Held PropertylTransfers + Total Gross Estate $ Total Approved Deductions Cleer Value of Estate $ less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s Amount Taxable @ 6% Rate $ 18X due $ Amount Taxable @ 15% Rate talC due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ 33 y -=<'9 I '* ... '* '* '* '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT I::J..LYI) AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $3~2 .3( + $ $ = $ ,:z, ;;;.1:>:3/; I + = + = Interest accrues 01 the rate of' six (61 percent por annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ , C~ '-I \ J;, "-t. is AsIOIIBdby: // /'.' .. I .. " See Information on Reverse Side Ag.nl'o;lhpCOm w..llh / /)'_<_1t:fiJ ...' .j It Ci,~,,: i, ',; . ,::