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HomeMy WebLinkAbout80-00779 if~K{" I: , ",'! " ':i '. ;" ,~ .'. ,,;' '. .~ 'o';' .,.:.. 't, ";'.- " :','. 't:,. , ~:' ~~ ' :. "', ,~ '.:' i~"':':\'::;;"'; .,: "' " "'J en i'" i'" .~ ~ II ~ .~ i i Il<o ~ ~ ! S ~ e.'....',-, .. .,0. ~ '.",,' '~ .."/':. , /,.-, ,:',1 .. :.",' Q 00 . - roe '-Aoo o ",; .", f,,: ',..' ~t;C' ;~~,i,:,.:,: " ;.:;;,::'...." i:;" ;',' ~. .... "';. . o Z ~ 10 - ~ ,.-...' " "':'.-' '':-. " F.~f~j~ ',';,.,,,~l,~~ , ,: ~J.,;}~;\~ :....,~ '{~,'I~:i2:;;;t~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION COUNlY FILE NO: "/ r, 'F/l ;A - ,/c.)-/ ' TO: (' L. V')'ji ,.;/ j' \, ,.'(,{ /1-1 / 6!.... ./ f.. I( -'" / II. J ,. I, /''') "..j "idt;' ,--, , (.' "I 1,1' /'. .' " (. ,.( / / ' j '/ /J r./I ;'"u -'--:'7 - tI Appraised Value of Estate: Real Estate Personal Property Jointly Held PropertylTransfers Total Gross Estate iotal Approved Oeductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate Amount Taxable @ '5% Rate OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '*' DATE ,...' / / ,;" /) 10,1/ ,'/I/I"!J'f.<.~'-/ 1, /-.:-;y;-'</ ,;', ,-;1; ,/.(,' "-#' v')dP .I~/" ///.I.:M",(4~ / ',// // . (~ ,,:,.., .I ESTATE FILE NO, , ..,1/' /,1"( COUNlY /'/"1 j DATE OF DEATH $ . 1/ /1 + ,,11 ;-<' - , '!t:;l1,1// 'It.' '/ /) / $ ../!') .r) .; .-'/ "~:1 / .:) C j': ..J / /'j- ,.)/. I Y $.,_) j /).;/.{/. I () , ,.~---- $ ,:1/; ?,; J j, If . $ tax due $ " ,11) ,/}:)t I.:') , ,j;:': cJ;j, <73 / $ /j--:;; 9Jl, 'l g tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE '* . * * . . A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ (;;-;; fit?, '13 / /oY'/) - !'7 - ~7) $/-.) ci.;> "j':< . } .( lv, _ I / $ $ = . = . = 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 ~ .,: :::/7 ,>J $ / ;;;, .-f','_ //}dR.-- I " .P ; y' ,('./{..;/--1 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE , '...1.~; i: " ~., INFORMATION To insuro propor credit to your account, the name of tho estate and file number should be clearlv print- od on tho chock or monDy ordor. This Dssessment is made in accordanco with Section 70B of the Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2485,7081, To tho o)(tenl that inheritance tax ir paid within three (3) months after the doath of tho decedent. 8 di.counl 0' Ii.. {51 p.,c.nl is aliow.d 172 P,S, ~ 2485-7161. Inhoritanco Tax, olher than tax on a future interest. is due at tho date of the decedent's deBlh and becomes dolinquont al lho oxpiration of nine (9) months after the decedent's death (72 P.S, ~ 2485-7111, Inheritance TftX on 8 futuro interest is payable within three (3) months after the transfer takes effect in possession and enjoymont and Is dolinquent thereafter (72 P,S. 9 2485-'12), Calculate interest from the delinquent date shown on tho facD of this form to the date of actual payment using the following interest table: -------..- -- - --------- ---------- -- - ------------- - - -- - - --- ------- - -- - - - - - -- -- 1 m.nlh ,005 4 months ,020 7 months ,035 10 months ,050 2 months ,010 5 month~ ,025 8 months .040 11 months ,055 3 monlh. ,015 6 months .030 9 months .045 12 months ,060 I day. ,00017 " days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 day. ,00051 1 3 days ,00220 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 day. ,00085 15 days ,00250 25 days ,00420 6 days ,00101 1 (; days ,00267 26 days ,00437 7 day. ,00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 1 9 days ,00318 29 days ,00488 10 dnys ,00169 20 days ,00335 30 days ,00500 - - --- ------ --- ------- --- ---- ----- -- -- ---- --- ---.----- - - ---------- -----. Any party in interest, including the Commonwealth and the personal representative. not satisfied with tho assossment may object thereto within sixty (60) days alter receipt of this Notice as provided by Section 1001 ollh. Inh.,ilanc. .nd ESlal. Tax Act 01 1961 172 P,S. 9 2485- 1001). Make check or money order payable to: "Register of Wills, Agent" Mail to lhe address listed below: HEV.455 EX"- (J.HOI COMMONWEALTH OF PENNSYLVANIA .,' DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of TllFT.lA F "lnRr.Am"-lATl DateofDeath~-i1 J.Q,gC).FileNo, WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: Relationship to Decedent_ Claimant Claimant's J.\ddress REMARKS AMOUNT ITEM NO, NAME OF PAYEE OATE 225.00 , fee \2. \i' 17 18, \io. \12. \l- I I ! I , \ ~ Blue Haven West Conv. Home 820.00 4/80 Robert Sellers Funeral Home open r,rave & vault 5/80 Freedman, Kanenson & Lewis death certificates 4/80 Ray Anderson taxes 6/80 Bell Tel. of PA final telephone bill ,e~ 12.80 Clapsaddle informant's fee enn at torneys fees 25.00 9.80 126.69 1,500.00 ' 1,500.00 , :'~:~- :J;..; TOTAL THIS PAGE 7 381.23 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 estate as deductions fa!:, Inheritance Tax purposes. F~ CL~~ ' ,__ !Zec-6 , t. y;t'x:z",tu:l'c/U./ /?i t '/ / PO SIGNATURE OF ATTORN'EY/Fl ClARY DA ~ OFFICIAL USEONLV DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S '7 3 <61, ,7. ~ I . /6 PERCENT, AT OJJ;1i Ad R~'~T~~~ 3-:J.-cfl DATE GENERAL INHERITANCE TAX INFORMATION "1-- --. 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 TaK Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be ettached 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 eKemption. 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, The family eKemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws, l"" "<:J 0 n ;l> t'1 ;l> ~ z > 0 0 0 VI 0 Z C'l n c: 0 ~ z ~ ~ t'1 t'1 ;0:: Z :>:J 9 - 9 z Z t'1 -l t'1 Z 9 9 -l -< VI t'1 - VI Z 0 VI 0 -l 9 ':1 ':1 :>:l ~ ~ 0 ':1 ~ ~ - ':1 ~.l' : :.: 0 - (', ,) lD Z n :::~ ~ Q. ~"'8 " - :T ;l> !'-' 'y " 3~ ::I l"" c..~ . :"" ... OU ~ .:i:~' " c: tJ.JU; X-I " VI Cl.'~ c..: 0U:' C' t'1 0:'" ..... ,w ~ 0 0- c::: -:-<:sg ... u'" "~ 0<1' Z WW 0 w=> . ~ 0:0: ~ ...JI..> -< -< c.) '" ~ :>> t'1 t'1 I-' ;l> ;l> ..., :>:J :>:l 0 '" '" INSTRUCTIONS FOR COMPL.ETING SCHEDULE "F" 1, If the family eKemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family eKemption" 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 eKplanation 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. , ,. . AFFIDAVIT OF FIDUCIARY Unot,uctions on Rev...e Side) REY-44Q ll-eO) CO"''''ONWE~L TH OF PENNSYLVAN1~ OEP~RT"'ENT OF REVENUE TR~NSFER IY.HER1T~NCE T~X RESIDENT DECEDENT -~ Dote 01 Death f.Vril 10, 19f\0 Social Security No. 184 14 0577A EstDte of Lost Address LUELLA F. M')R~L 12 W. Factory st. Mechanicsbur9, PA 17055 Bureau File No. County File No. .;; ;-tiJ-77f ICITYI {STATE) (;".IP) 1. Decedent died: oQ Intestate (without 0 will) ( ) Testate (leaving 0 lost will--copy ottoched) 2. Is the filing of 0 Federal Estate Tax Return required lor this estate? Yes_ No no .'" ) Executor/Executrix ( ) Administrator! Adminislrotrix INFoRMANT'S RETURN 3. Fred Clapsaddle 1 Winding Hill Dr. Nome Address Mechanicsbur9, PA 17055 (ZIPI (') 0:5 nr- ",'" em <::) z~ ",'" ~.,(') CD, ~ ,.~o "'0 fj":O ~~, :-J .",0 rnPl ]'>::' ~ ',0 z;.': -.J 1~ ',;l;;: " ' .-:~ (.) ,.. , '0 .-, n --: " :2 .r - ,.r (CITY) (STATE) 4. All correspondence should be moi led to Xx ) Attorney ) Fiduciary. 5. If on ollorney is representing the estate, indicate: Nome JAr; I~. i~~LEY, E3Ql:IIRE P.O. Bel{ 288 Dillsbur9, PA 17019 Address (CITY) t~TATEl (ZIP) List all safe deposit boxes registered in the decedent's individual namel or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right 01 access by onotner os agent or deputy. Include the nom' and oddress of the bonk or other institution where the sole deposit box is located, the nome (s) in which the box is registered and the relotianship of the joint holders to the decedent, N~"'E ~ND ~DDRESS OF B~NK OR OTHER INSTITUTION IN WHICH DECEDENT "'~INT~INED ~ S~FE DEPOSIT BOX N~"'E OR N~MES IN WHicH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NONE Under penalties 01 perjury, I declare thai I hove examined this return, including occompanying sChedules~nd statements, ond to the best 01 my knowledge ond beliel it is true, correct and complete, 7.;-1 FRED CLAPSADDLE, INFORMANT v: //It!?- / 2,Jf,IQP'ft"'-"HYd /4/1/ n SIGNATURE OF F UCIARY DATE 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 ofllie decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shail 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 lIwt no sepawte 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 wilh the Register of Wills of the county wherein the decedent resided. 3, TIME FOR FILING The return is due nine montils after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within tile nine-month period. 4. 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 lax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts 01 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-Iaw and at the rate 0115% 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 until payment is made, All payments received are first applied 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 l'Iills 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 wilh any interest thereon, are a lien upon real property, which lien remains in ellect until the taxes and interest have been paid in full. The taxes may be sued lor against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax, 8. FILlNGOF 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 misdemeClnor 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-45 ~ (1.8'0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY *' (Instrucrions on Reverse Side) Ertate of LUELlA F. MJRGANrHALL , , i J (~.! ESTIMATED DEPARTMENT ITEM D~SCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL US/: ONL YI TOTAL THIS PAGE -0- -0- ~1I.If V QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any Iransfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) nn 2. Did decedent, within two years of death, transfer property from himsell! herself to himself/herself and another party or parties (including a spouse) in joinlownership? (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 ficate. c. Affidavit by the attending physician indicating the 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".) RQ 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".) M 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" .)1'10 b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) nn 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".) no 8. Did decedent, at any time, transfer property, the booeficial enjoyment of which was subject to change, because of a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) no 9. If the answer to 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" ,) no GEV0453 (l-BOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES *' (Instructiuns on Reverse Side) Estate of l.\le 11a F. Mornanthal1 BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Jane J. Clapsaddle Sister yes legal joint ownership - , The above beneficiaries are living at this time except for the following: DATE OF DEATH NAME REV.49'4 (loSO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY (Instructions an Reverse Side) Estate of LUELLA F. M:lRGANTHALL ITEM NO. DESCRIPTION 1. Checking Account no. 142 107977 1 commonwealth Nat'l Bank - opened 6/25/76 with Jane J. Clapsaddle 2. Savings Account 14 0015512 1 Comnonwealth National Bank opened 6/25/76 with Jane J. Clapsaddle (Interest to date of death) 3. C.D. no. 14 2079 Comronwealth National Bank dated June 25, 1976 with Jane J. Clapsaddle (Interest to date of death) 4. C.D. no. 13890 CCNB Bank dated June 25, 1976 with June J. Clapsaddle (Interest to date of death) 5. C.D. No. 13889 CCNB Bank dated June 25, 1976, with June J. Clapsaddle (Interest to date of death) TOTAL MARKET VALUE 4,583.47 P ER VALUE OF 10 DECEDENT'S N INTE REST T 2,291.74 *, DEPARn.l;:NT VALUA r'm IOffici,,' U, "'''y} _._,~ 6,872.05 3,436.03 9.89 4.95 40,000.00 20,000.00 241.11 120.56 13,600.00 6,800.00 43.81 21. 91 20,000.00 10,000.00 64.44 32.22 TOTALITHIS PAGE 42,707.41 rfJ.. 10 '7. '1-1 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 01 survivorship, Both tangible 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 all personal property as indicated in the instructions lor Schedule "8". 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 ownr.d property, 3, Indicate the percentage of the decedent's interest, 4. Indicate the market value of the decedent's interest. C ." U '" > !"1 > :s > 0 0 u VI u Z Cl Ii c: U ....; Z ,.,. Z t"' !"1 !"1 ;>: Z ;;;J > 0 - P t"' Z Z !"1 ....; !"1 ....; 2 p ....; ..-. !"1 P VI VI Z 0 VI 0 ....; 0 '":1 I '":1 ;;;J ~ , ,I-' > 0 !iif :N ....; ":1 ~ II) I:;: 0 ":1 , . - 1 l"l Z Ii - !~ ~ > ,"1 !I) t"" I.... 'lJl rt c: lO- a ~ la I~ "1 VI '< !"1 to 0 1- Ul Z rt i , ''11 "1 ;;; I)> re ~ -< -< it-' ~ !rt !"1 !"1 I -J > > 0 {J1 ;;;J ;0 {J1 INHERITANCE: T f,X :''J',;;,: :.:;'(' i;::!c'l (BU_13EAll USEQ~L '!.:) File Number ______J.j..,rO-07r/'l :~.....o\d4 Ii ,'( l ~~o' Estate Name -ESTATE ,OF LUELLAF. MJRGANlllALL Dale of Death April 10, 1980 Social Security Number __184 14 0577A REPORT OF INHERITANCE TAX APPRAISER I, tho undorsignod duly appoint.d Inh.ritanc. Tax Approis.r in and for tho County of ,&u~J~IJIi,..j) Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the orcgoing return at the values set forth opposite each item in the 105' column to the right in Schedule!. "A", "B", "C.., and ue" Dalod: .t.-I'l-R1 /&'.h. / n ) I[ ErA tJ ~J ) INHERIT/.NeE TAX .\PPP/,ISE"R INVENTORY _VALUE~ APPR,A~D_JODE $ 00+ '0+ 92+ ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT COOE Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfers (Schedule C) 42,707. 41 20+ 30+ 42,707. 41 7,381. 23 40. 35 326. 18 RATE FACTOR PRlr-oCI PL S VALUE CODE TOT AL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 93_ Valuation of life estates or annuities. . . . . . . . . . . . . . FOR USE OF REGISTER ONLY CODE COMPUT AllaN OF TAX S Tax on S 6a;. Tax on S 1 t~. J .. ; T ax on S 5 Tax on S S Tax on S S____ Ext!mpticlns T 0101 Esto tc TOTAL TAX INTEREST FROM BALANCE S S S --..---- TO Less Credits DATE OF PAYMENT INTEREST DISCOUNT AMOUNT PAID TAX CREOI'l s + S S = S + BALANCE S , S INTEREST FROM _"__ TO BALANCE DUE s REV.SIB FO (7.S0) , ,~~ "~." NOTICE OF FILING OF APPRAISEMENT COMMONWEAl.TH OF PENNSVLVANIA OEPARTMENT OF REVENUE BUREAU OF FIELO OPERATIONS Fred Clapsaddle 1 Winding Hill Drive Mechanicsburg, PA 17055 RE: Estate af County af File No. 1.",,11e F l~nl"genthell Cumberland ?1-RO-077Q Deor Mr. Clapsaddle: Yau ore hereby natified that the nl"i ginaJ appraisement in the estate af T 11,,11~ 1" Mnl"lbenthe11 has been filed in the affice of the Register af Wills of r."mh"1"1 end County on Februarv 1q , 19 ~1. Said approisement reflects the following valuations: Real Estate Personal Praperty Jointly Owned Transfers Tatal nonp none 4;> ,707 41 none 42,707..41 As ta such tax that is paid within three months fram date of death, a five (5%) percent discaunt is allawable. As ta any tax that remains unpaid after nine (9) months (fifteen months when death accurred fram December 22, 1965 ta June 16, 1971, inclusive; and twelve manths when death accurred priar ta December 22, 1965) fram date af death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date ~..JlM:J f7i'l~rt" ,,;}) 1""br"arv 1Q, 1q81 Signed Title Chief Appraiser NOTE: This is not a bill. RC'V.457 (l.eo) cor~MONWEAL TH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT .. - Estate of Luella F. Mor~anthal1 File No, 21-80-0779 County Cumberl,md Date of Death 4-10-80 In the eVlnt thet any future Interest In thl. eSUlt. i. transfonod in poSSMlion or onJoyment to collateral helrl of the decedent aftar the expiration of any IStltl for life or for year., the Commonwealth hereby exprtlSly reserves the right to npprallO and 'Hess transfer Inheritance taxllat the lawful collatere! rate on .ny such future Interest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" , , 2. TOTAL PERSONAL PROPERTY - SCHEDULE "8" 3. TOTAL TRANSFERS - SCHEDULE "C" . , . . 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" none o 42 0 .41 TOTAL REPORTED PROPERTY 42 707.41 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY o TOTAL GROSS ASSETS 42 0 .41 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisemr.nt is made in conformity with Pennsylvania law and has been filed this day with the Register (Jf Wills. .f0i', ,,/,' J-IffflJl"Yd) APPRAISER 2-19-81 DATE ..: ..., 0..- Ul ~ ~ ~ ~ s.. s.. < 0 :;l Z ~ ~ ..., .c 'C 0 >- U rIl C ~ '" U '" ""' 'M .-l III C s.. ;:J '" OJ ..l ;3 .c .c u e < N OJ :;l - ~ ;:;: U U Z CO - 0 ~ ..0 to. - ~ to. ~ 0 0 ~ to. to. ... 0 III 0 Z 0 III ~ III >- ... 0 - ~ Z z E ... ~ z :j 0 - 0 i:>::: Z ~ ~ ~ z ;::: Z Q ;:J U ~ Z - ~ III ~ 8 0 < :l ~ ~ Q 0... I .----- ~ -- - - -- --- .--- -- . -.. \ 1#.\_."'20.." ' ~~\<';'~"'.I:..".., COMMONWEALTH OF PENNSYLVANIA \ 4 'NO'K 000364 DEPARTMENT OF REVENUE '.>>,:, , . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX : \' : I " , . ~ 'II i II : = !I! ~~ ~I \ RECEIVED J. FROM - 5,298.93 TAX AT 6% TAX AT 15% ADDRESS June J. Cia addle G 0 JaR M. Wiley, saq. '.0 BoX 288 TAXAT_% ESTATE TAX Dil1abaxg, pa. 17019 '--ESTATEINFORMATiON-;-ip-r-ii-io---i980--------- DATE OF DEATH ' TOTAL TAX CREDIT DATE OF PAYMENT 21-80-779 Decleaber 17, 1980 COUNTY LUBLLA P. NORGMlrBALL CWlbedand ill ill LESS DISCOUNT PLUS % INTEREST (FROM TO_I FILE NUMBER NAME OF DECEDENT ------------------------------------------ TOTAL AMOUNT PAID 5,298.93 POSTMARK DATE REMARKS: .PAID 011 JlCCOtnlT" RECEIVED BY SEAL I REGISTER OF WILLS ---------------------------------