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HomeMy WebLinkAbout81-00337 . ' . >< ~ ~ ~ . ,gj i ,~ I CIJ i . r<l fj . . :.,.;. ~ l::l ,{'- CIJ C'j ~ ~ ", !;! ~ t) ..... o JJ ~ oS r-l all - ~ " c oi{ .' E: L~ ~.: ~::3 C?' 0-. ~~~ C::':: N l~J'" ' ().. ..:;( ClI"'. ;;:; r~' ....J o:u; ,35 o~ :0:: '-'ILl :~:~ ~a:: ~ t.:.::L. L.1.J:::l i?O -,'-' <..l o--/J - \ + \..1 ~ mO ~.., oi (.:~~~:; -. :rJ~'" , ! me"> \ 7J: "!g , , , ":-:..' '" J ,- .._..0 ;;:111 , .) ;.J;9 () -0::> ,~1 :~1 ; " :") ,'1 ,'.':'l " rs I-l r::I :xl z o 10 Z I o ~ ~ ., Z z ill <( <( 0: ~ ~ ~ w 5 >- >- :: .. Ul Ul o < ~ ~ ..J ~ w w LL ~ D.. 0.. \Ii ~ I1i iii a: \: Z .J W < ~ ~ >- ::< a: ~ UI 0( .J U \Ii rr w >- ~ . r::I Q fil Q I-l H :;:: . " .. .... . . OATH 0.. SUIlSCRIIlING WITNESS COMMON ALTH OF PENNSYLVANIA i ss: COUNTY OF C BERLAND This day of before me, Register for the Probate!:..WilIs and granting lelters of Administration in a the Commonwealth of Pennsylvania, pCh nally came .D.,19 for said County of Cumberland, in the subseribing witnesses to the foregoing instrument 0 Mildred E. Helle Julv 13 , 1977 late of Carlisle Borough Cumbe nd County Pa., deeeased who being duly sworn aecording to law, depose and say, sign, seal, pu ish, pronounce and declare the said Testament and Last Will, and at the time of so doin was of sound and disp 109 mind memory and understanding, to the best of knowledge, observ on and belief. and subscribed before Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA 1 ss: COUNTY OF CUMBERLAND \ Robert K. Reitzel, Trust Manager. The Carrnonwealth National Bank, being duly sworn says that as nearly as can be ascertained the said decedent Mildred E. Helle died on Thursdav the 21st day of at or about 6:45 o'clock, ~. Sworn to and subscribed this 29th day of May May A.D..19JlL, l\~J!;~ Ij, A . ) 7 L 1~u/~ Register o-'~f)C' "..0 OATH Qt' PERSONAl. REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for th., Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came Robert K, Reitzel, Trust Manager , The ccmnonwealth National Bank, who, being duly sworn ,do es depose and say that as Executor of the last Will and Testament of Mildred E. Helle deceased he will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transf(r,r\he~;) f~ / ' j" ///T, C__/I ' /. -'(//11'1/ May 29 A,O,. 1~1 /"-~~' / , ' , ' ,p, " ,~ ... ,~ co " ,01 '" -, :~ ~r - ~lt: :<ll ., "" ,Q I:'. - -;:~ :.1 If): ~~ - 0' .~t7"; N ~S~ co: \-:,.,',. l.L. ~ "*! u...::,t. ""' c,.- c=: ,~W 0::'" :0:: .'" 0 oCj ;~:t: Q) f'~\'i! +- ~::> ::q ....: rf' -'u ....I ~ g C": u """ iJ:l . ,,~ M ....I 11 "" - . <'l I' - >-i .~ 0- .-.: - ~ ~ :X ",: $ E-t I: l I'l ~ ~ .-.: ,~ <"'i. ,-: Nl 't:l N: tX)i <ll r-: 't:l 0 .. 4 Ii Z 0 ,-i " .fl ~ 11 N: ~ 't:l ~ - 0 I'l 01 ,~ Z riI 01 p., r:<. DECREE Be it remembered that on the 29th day of May 81 ,A,O..19_. there was probated and recorded the last Will and Testament of Mi ldred E. Helle late of carlisle d TestamentBry Decease , Letters were granted to Witness my hand and official seal the day and year aforesaid. t.:.....I)~J IN- . Cumberland County, Pennsylvania. commonwealth ~ational Bank q77a~ ! I ;P,.~ . Register Inventory of the real and personol ostote of Mil d.rcl..~J..J.!gJle__ decea sed. Rea 1 Estate None Tangible Personal Property 1. Household goods; sold at 2, Household goods; appraised at 3, Jewelry; sold at 4. Watches; appraised at 5, Fur coat; sold at Intangible Personal Property 6, Evergreen Savings Account No, 18-0010408-3 with The Common- wealth Nat'ional Bank 7, Accrued interest on item #6 8, Regular savings account no, 190000591-7 with The Commonwealth National Bank 9, Accrued interest on item #8 10, Checking account #182-462417-3 with The Commonwealth National Bank 11, Property tax rebate from the Commonwealth of Pennsylvania 12, Refund from Erie Insurance Group 13. Cash Total Personalty CC/84086 u 2,087 50 350 00 203 00 385 00 30 00 I' II 10,456 81 85 53 , I I I II 2,757 22 13 71 978 25 57 00 3 00 101 60 17,508 62 I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \ J 55: -Ibti.PJllIl1Qlll'lealttulatj,o,naL B.anLby _,Robe rUe _Rei tze.l,..Jr..us LManager- being duly sworn ._ according to law, deposes and s,'ys that he _--Executo.r- of the Estate of _Mi-l,dr.ecl-L.-HeUe- late of Rornllgh of r.ilrli,lt> , Cumberland County, Pa" docoased and that the within is an inventory mado by .-1biLC,ommonw.eaUtulationa.Lllank , the said_OXE'("lItor 01 the entire estate of said decedent, consjsting of all tho personal proporty and real estate, except real estate ouhide the Commonwealfh of Pennsylvania, and that the figures opposito oach itom of tho Inventory ropresent i 's fair value as of tho date of decedent's death. ~ and subscribed before me, ~' O~ ~8" 19 .t I ILJ;:._ Jv, rlOlIIt'N: M. lltW~ER, Notary i.' \': Pf,,:N 1'^'P" CUMOEmrltiD COUNTY t,n' Ci;:...:'/i:~~'!ml EXPi!\fS NfJ'/. 12. 1~3? '.1I.:il,~t'l, : .:!;,'.',:', .,r\:d '\";'.:~I','ti(lll ul l'k~;lr:.;'; Addr.u Date of Death May D.y 21 Month 19B1 Yur INSTRUCTIONS I, An inventory must be Iiled within three months alter appointment of personal representative. 2, A supplement inventory must be filod within thirty days of discovery of additional aueh. 3, Additional sheeh may be at'lached as to personalty or realty 4, See Article IV, Fiduciaries Act of J 949. OJ "- >- ~ .,; OJ III ~ NJ ... w .~ ~ ~ '" l- ~ ~ '" 10 w <( ~ .. ~ ... '" l- OJ '" u ~ Ul 0 III :I: ~ \ 0 u C '" >- w '" w '" ~ .... l- I '" LL 4- ~ Q.. C ... ~ Z ... ..J UJ 0 ~ <ll <( 0 '" 0 LL ..J :l: ~ I I W 0 <( w ~I .t: .,;.. :i') U'. 'r,?Skln~ <( Ii > z '" ~ M ...... - . r,i\:'f;,: u.\i,m~ ro Z 0 C ' ""' 0 :t"" . Ii V> z 0 0 '" U Z w <( ~I ... c '" ." l' lo z- l8U lB. III Co . '" <ll 'I : - -;: ffi 0 ~ .Ll ." -" ...., ~ E " ,';m~ 0 - ~ ;J tl2tl~O~3U ..! 0 , '" U 1.. ii: , ..J '" "~I,,",~"~'''''''''''''~': I ~""':""'''':''~~\I'~ " .~, , .~....,....~iq~,t.\~"""~""'~"""":/;\""'I~ ..~~~~,~- -~"l. ~_."9-."IoIlut .,,-~.;... r""~__~ .:;;, ~\... .;' ..C::,..,~.,.;.;j\':'~~"~>..".' ..;...~. ::.~." ;;.;:;.;,'-Ji4 ';;~~'''''''';'tt''':''',:,~~!',~~ ;'(~:jo~...,'It~~.,.~:.I:i:d One-third to St. Paul's r~uthcr.an Church of Newport, pennsyl- vania. One-third to the Palm Fund of The First Evangelical Lutheran Church, Carlisle, Pennsylvania, in honor of my late husband, George O. Helle, the Fund having been established by the Catherine Van Bora Class. S. I nominate, constitute and appoint The Commonwealth National Bank as the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 13thday of July . A.D. 1977. ~ .~ -'./1 ", ,.: -;2L:,'(e (. ~ ('"., .(.~ Signed, sealed, published and declared by MILDRED E. HELLE, i the above named Testatrix, as and for her Last Nill and Testament, I I I I i i I ., ! in the presence of us, who, in her presence, at her request and in the presence of each other have hereunto subscribed our names as witnesses. . '''il f\' "." . _ . '- : \. ,,,,,,,]") ,r,., ,"" \ , /,/ .',.. / " / 0/ COMHONI,'EALTH OF PENNSYLVANIA 55: COUNTY OF CUMBERLAND I, MILDRED E. HELLE, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly: and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by MILDRED E. HELLE, the Testatri>:, this 13th day of July 1977. " ,.. /'.. ' . I .;:;Ii....:;.. f>I.,f<;I': c~, ,t, c.....:of"'l;)"Cl Co~~'V f,', C"",-,.,=,,\ In,,.t>. .....o'~~ 26, I';~I - 2 - (SEAL) I I i I REV"400 EXt (10-00) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY ESTATE OF Mildred E, Helle (Instructions on Roverse Side) ITEM NO. DESCRI PTION ESTIMA TED MARKET VALUE None TOTAL None If additional space is necessary, use 811" x 11" sheets; DEPARTMENT VALUATION !OFFICIAL USE ONL Yi REV-4,2 E x+ (n-aol COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANSFERS ~ . " ' ~ .'"" " I' ' Estate of Mildred E. Helle INSTRUCTIONS: 1. Answer t:le questions on reverse side, 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," liB," or "E," its estimated market vallie at date of death, dates of transfer, to whom transferred and ' relationship of transferres to decedent. AlIach a copy of allY trust, deed, or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTlMA TED MARKET VALUE DEPT. VALUATION {OFFICIAL USE ONL YI None TOTAL None ;'Z.....~ .' e If additional space is necessary, use 8W' x "" sheets. 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 "No",) 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",) ..llil- 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. N/ A b, Copy of death certificate, 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 properly 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".) NO a, Was there any possibilily that the properly transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) NO b, What was the transferee's age at time of decedent's death? Nt A 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" ,) NO b, The right to designate the persons who shall possess or enjoy tile property transferred or income therefrom? (Answer "Yes" or "No".) NO 6, If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ). N/A 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 beneficial 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" ,) 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 decedent and others ( ), N/ A REV-453 EX.. (lO.BO) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES Estate of Mil dred E, He 11 e (Instructions on Revenifl Sida) BENEFICIARIES AND ADDRESSES SURVIVED DECEDENT Yes RELATIONSHIP DATE OF BIRTH Le al -.i.! . Route 1, Box 141 Mi11erstown, Pa, 17062 Niece Deni se Homer Route 1, Box 141 Mi11erstown, Pa, 17062 Grand-niece Yes Minor Ba rrett Homer Route 1 Box 141 Grand-nephew Yes Minor L nette McNau hton R. D. #1 Niece Yes Le al Dayl ene McNauqhton R. D. #1 Elliotsbur Pa, 17024 Grand-niece Yes Minor ~, ~,' ' , ", ,j, " . . ~,' ',,' '. ,\1. , "..,l'-",. '."., '-'.:.,,!'''...., INTEREST OF BENEFICIARY Be uest of dinette se and yellow gold wrist- watch Bequest of Elgin watch and ~ cash found in house Bequests of coins and ~ cash found in house Bequest of white wri s twa tch -------. The First Evangelical Lutheran Church Charit C~rl;sle, Pa. 17013 Church Charity an elica Charity The above beneficiaries were living at the time of the decedent's death except for the following: NAME 1 3 residue of estate 1/3 residue of estate 1/3 residue of estate DATE OF DEATH ,If adctitional space is necessary. use 8~u x 11" sheets. REV-4!14 EXt (0-110) COMMONWEAL TH OF PENNsYl.VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL V OWNED PROPERTY (lIIstructiolls Oil Rever.'w Side) , Estate of Mildred E. Helle TOT AL PE VALUE OF DEPARTMENT ITEM DESCRIPTION MARK ET RCE DECEDENT'S VALUATION NO. VALUE NT INT EREST {OFFICIAL USE ONL YI - None . TOTAL None ~.~ .AA , . II additional space is necessary, use 81fz" x 11" sheets. ~ . , : 5: ,.:' t~.. ::;'~5 C.._ N C' I .. lJ.;j' ;'i:~ 01' W_ ~:';:j o::tn c::J 0-' ~~9 UL':I lUlU ~ l.1'::S ""C:: i'C ~U '-' '"' ~ ~ ~ :z: ~ ~ 0 >- I:.l '" ~ ...l 0( - U :z: - 0 ~ ~ - 0 ~ ~ ~ 0 ~ Ii; 0 Vl 0 :z: 0 - ~ '" >- f-o 0 :z: E I:.l f-o ~ :z: :z: ...l 0 - 0 !:l: :z: :>0: ~ ...l Z ~ :z: 0 ~ u " ~ ~ ~ '" ~ 0 0 g: z - ~ u 0 ....l REV.4U EX+ IHOI INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) DOriginol o Supplemental o Remainder FiI e Number 21-81-0337 Estote Nome Mild red E , He lIe Dote of Deoth Mav21,1981 , Social Security Number 174-0<;-0301; REPORT OF INHERITANCE TAX APPRAISER I, tho undorslgnod duly appointed Inheritance Tax Appraiser In and for the County of CU~ber"ar.d Pennsylvania, do respectfully report that I have appraised the real and personal property as reparte in t e oregalng retum at the values set forth opposite each Item in the last column to the rl tin Sche le5 IlAU, liB", "e", and If E" Dated: .t.{!"-' .T;::mIl.elY'Y 04 J 19A? 'E. INVENTORY ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE VALUE AS APPRAISED COOE Roal Properly (Schedule A) Per.onal Property (Schedule B) Jalnt.Held Proporty (Schodulo E) Transf.r. (Schedule C) $ 00+ 10+ 2lH 30+ TOTAL GROSS, ASSETS Leu Debt. and Deduc:tlon' (SCHEOULE F) . CLEAR YALUE OF ESTATE o Life Eslate o Annuity 40- !!!.ll FACTOR PRINCIPLE VALUE FOR USE OF REGISTER ONLY Tax on $ s;QQJ;, COMPUTATION OF TAX $ $ $ $ $ 6% Tax on $ 15% T ox on $ Tax on $ Tax on $ Exemption. Total E.tate TOTAl TAX INTEREST FROM BALANCE TO $ $ $ leu Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 5 + $ S = $ + = INTEREST FROM BALANCE DUE BALANCE TO $ 92+ 93- COOE "" Q) ~ Q) ~ ~ p:: Q) .. ~ "" M Ul Z ~ ~ Q) 0 >- ::>:: "" Iol .c '" fil ;l '0 ...l Q) <: .. - '0 U ;z: 0.-\ - 0 \to \to - 0 ~ 0 ~ p:: ~ ~ 0 f;; 0 '" ;z: 0 - ~ '" >- !-< 0 ;z: ~ ~ !-< ~ ;z: ;z: ::l 0 - 0 p:: ;z: ~ ~ z ~ ;z: !-< P ;l U " ~ - ~ Ul ~ 0 0 <: z ~ ~ U P Po :l llev,,"O 18-781 J' " ,; J APPLICATION FOR CHARIT ABLE EXEMPTION:J FROM PENNSYLVANIA TRANSFER INHERITANCE TAX COMMONWCAI.TII OF PENNSVLVANlf, r: T 0, r [VENU'- (Ac' of May 28, 1956. P. L. 1757, and Act of June b, \?61, orrAHTMCN f' I . "- nURI AU Or- rICI.D oprnATIONS P,L. 373, as amended) - - ---- . Application is hereby filc-d for the approval of t1n ox emption from Pennsylvania Transfcr Inheritance Tax on tho transfer of the property described below; I. Bureau File" __21-8L-33I ---------- 2, Dole of Dealh ___,n5~1_~81_,,_ ____,_____________ 3, Dote of Approval _d:f!.~~J1r/-1....f.L 4, Nome of Deceden I Mil dred E, He 11 e 5. The Commonwt'alih's appraised value of the property for which an exemption is cJoimcd is S enti rLwjdllp (Note: Where the property is other than a specified amount of cosh, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represent~ a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed. WILL !j.,; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, explain).. 7. Correct Business Harne and Address of Charitable Organization receiving property: NAME The Fi rst EvangeU.c:aLLutheran Church l/Lresidue ADDRESS Carlisle. Pennsvlvania 17013 [X] See listing on reverse side for additional charitable organizations covered, B. I certify that thc information contained herein is, to the best of my knowledgc and belief, true and correct. Address of Applicant ~~~ t01~,{~~e~~~;,~:tional . /. . // 10 <South Market iq~are Harrisb~, Pennsylvania Bank Estate Tax Mqr. Signature of Applicant 17108 Official Title Executor Dote I," /. lj' / This lorm must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non.resident decedent's estate. If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau 01 Field Operations, Penna, Department of Revenue, P.O. Box 2970, Harrisburg, Pa, 17105. Do not write below this line. For Official Use Only For the Secretary of Revenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue Denied* 0 (Initials of Register of Wills) (Authorized Signature) (County) (Title) (Dote of Referral) (Dote of Action) * See revorse side for reasons MUST BE FILEO IN TRIPLICATE This section will be campI otcd hL~~!~~_~oacl.s~.!.!E.~~o-.!!J'y~~~..!.I!~~p..p.J.i..C!~!J~:l.J~':...~CfnP'.!i~l..b.~.:~...bo~n dcnic:d. Dille: The application for exemption contained on tho fuca of this furm has been denied bocau:-ic _._____._._.____...~__... -----_.._._-----,_....--~._-_.--..._..__.~-~_._.--.._.._-.-------- .----.------------.--.--..- . .._-~---~---------~---_._----_. Note: Any party in interest, including the Commonwealth, oggriev'Jd by this action may within ::dxty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provhiollS of applicable Pennsylvania Inheritance and Estate Tax Acts. Name and Address of Charitable Organization St, Paul's Lutheran Church Newport, Pa. 17079 Palm Fund of the First Evangelical Lutheran Church Carlisle, Pa, 17013 1/3 res i due 1/3 resi due .~' a., ..' ,"' ?~ :~~ ,". f l~' ~ c.' @ii ...../.- r..::tJ :;~~{~ CIL) <'>w t:c We:: ~ t,lj;:;' 0::, ~ -'W W REV.455 EXt (J.OOI COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~. ~~(t~~~W ,~~~~S'~ "',,"1,~~-?t "" '.";.~,(~~r':"-i..''''' --.. Estate of Mi 1 dred E. He 11 e Date of Death ..5.::2 I-fl 1 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-fll-337 Claimant Relationship to Decedent Claimant's Address at time of Decedent's Death ITEM DATE NAME OF PAVEE REMARKS AMOUNT NO, CO Cost of Probate 21.00 Statement 8.87 Care of do 12,00 Estate notice 18.00 Statement 10,49 L i ht Statement 52.26 Care of dog 48,00 Pro essiona1 services 39,82 Auctioneer fee 633,25 Ju1 Estate notice 21.50 " June rent 325,00 " , Storage of fur coat 35,00 Pled e 380.00 , Te1e hone service 10.151 Water & Sewer service 12,95i r Auctioneer fee 58,00 I Funeral ex enses 349,13' A raisa1 fee 14,00 Cost of fi1in 5,00 20 Oct. 8 J, Roger Gra tz Appra i sa 1 fee 5,00 TOTAL CONTINUED I hereby certify that to the best of my knowledge and belief the foregoing is a just and j'lle statement of debts, funeral' expenses and expenses of administration submitted to the estate as deductions for Inh., itance Tax purposes. 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JO 'asnDds OU si aJaYIII 'OiUO^I~suuad Ui pal!Jiwop pa!p DYM lUapaJap 0 ja asnDds D ~q paWiDIJ aq ~DW UO!ldwaxa ~I!WDj V 'alnpaYJs S!~l Dl paYJOlla aq PlnD~S paw!op 6u!aq slqap aYl JOj ~I!I!qall s,alDlsa aYI Ja s,lUapaJap aYlpaddns Dj aJuap!^3 'pal!j S! u'nla~ XDl ~Juo!!Ja~ul aYI WDYM ~liM SIl!M jO Jals!6a~ a~lja 10^oJddo a~1 DI pa!qns aJO alDlsa uo Isuia60 pawialJ 6uiaq slqap IIV 'sasuadxa laiJnq palolaJ Ja~IO PUD J~~JDW a^DJ6 JD aualsqwol 'IDllo!Jnq 0 JD ISOJ a~l 6u!pnpu! s~su~dxa IDpnq puo laJ~unj 'saaj ~JaiJnpij 's~aj ~aUJaHD 'UO!IOJIS!UiWPO ja ISOJ aYI 6u!pnpu! alqolUiap aJO SW~!! J~YIO 'alaI sa Ja lUapaJap aYI ~q paunJu! slq~p 01 UO!liPpa ul 'alolsa alqoxal JaY/SlY Isui060 alq!lJnpap aJa YlDap Jay/siY 01 w!Jd IUapaJap aYI ~9 paJJnJui sa!lil!90!l paijsilOSUn _..'~ NOllVW~O::lNI XVl 3)NV11~3HNI1V~3N3;) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' COUNTY FILE NO: 33'7 , DATE .' G(I."y,~ ESTATE [ ;:?/- t: I 237 C\yyy, L~ / ~N ,~ FILE NO. v- I () , COUNTY DATE OF DEATH.V'\)rUJ .;;. I I? Y I ( Appraised Value of Estate: Real Estate Personal Property $ --- + 17,5-"9,'17 + $ / '7 S 5'1 .j' '? . , 3 9/.5. L),,}, J /3. fc.ljl/" 1/5 /0). '756. GO $ ;; f! 7, f/S Jointly Held Property/Transfers Total Gross Estate Total Approved Deductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rote $ tax due $ Amount Taxable @ '5% Rate I? g '7, 8..5 tax due , 3.3.l~ J:3:3\ I?' TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ * * * * * . A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PA VMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT Id.'.),-:(I $ 13J. U + $ . $ = $ /.3J, J if + = + = Interest accrues at the rato of six (51 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is $ 6~1 J,~ "7 \J~ .-,.: " / /) /// ...(/t.d~ BALANCE OF PENNSYLVANIA INHERITANCE TAX OUE , H l \ i j'; 11 ~; i ; I '\',' Ii: