HomeMy WebLinkAbout81-00646
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INPORMATION
If Ihe II~ \I plld Wlthl~ Ihree(31 month. Ill" Ih, de~edenl'a dOllh, I dlaoounl of 5" of Ihe II~ paid
it'~lIowed, .'
Inherll,noe TII< be~omea dellnq~e~lnine (9i monlha 1ft" Ihe dloedenl', dtllh, Inlar..1 la oherg.d 11th,
r,lt of .ix 151 perC.nl ptr Innum on the Imounl of unpaid IIx, ISEe eXAMP~e Be~OWI ,
UxAt;\PhS: If I bll,nee of. la~.dut of $2,000,00 \I In " dellnqu.nt tillUal,nm 3-3-S0, 'Ind plvmtnl I, mldt
, on 5- 23-BO, the In\l"al It clleullled .. Indlel\l(1 lltloW: '
8T1P 1
oelermint Ihl r'le of
Inl.,eat from Iht Itble p.IOW,
STIP 2
MulllPlv the b,itne. 01
Ilx due llv Ih. rll' .of
In\lr..I, .
atap Q
Add Iht Inter..1
10 Iho blllnol of
\I~ dut, '
Inl,,,a\ f,om 3-03-BO Ie 5-23..BO
Ruullt In:
, 2 Monlha. ,010
! 20 D.va · +.. '~O~rl
Rill of, Inll,eal . ,1 6
Sallnee .01 la. due
RitA of IntDrBlt
,INTEReST
$2,000,00
~ 0\3,3L..
1 26,70
sallnel alIa. due
PIUI In\llll' 10
01\1.. of Plv.m.nl (+)
~ lax Ind
Inler'" 10 Dill
of Pavmenl '
,2,000:00.
1 26,70
12,026.70
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I monlh ,00.1l 4 monlha ,020 7 monlh. ,036 10 monlh. ,0110
2 month. ,010 II mon\llS ,OU B monlhl ,040 1\ monlha ,01l5
,3 monlha ,Ole 6 month, ,030 9 monlha ,046 1 2' monlh, ,oeo
,
,j;
1 dlV ,00017 " \1 dlvl ,00166 2 \, d,V, ,00352
"2 d.va ,00034 12 dtV' ,00203 22 diva ,00369
3 diva ,00061 13 d,va ,00220 23 d,va ,003S5
4' dava ,000S6 \4 dtva ,00237 24 dava ,00403
II dava ,00086 15 dlVI :00260 25 dava ,00420,
6 d,v' ,0010\ 15 dav, ,00267 26 dava ,004i7
7 d,v' ,00118 1 7 d'v' ,002M 27..d.V' ,004 4
8 d,V, ,0013S lB dlv' ,0030\ 26 d'v' ,g0471
9 d.lv' ,00162 19 dlV' ,00318 29 dlv' ' 04B8
10 dlv' ,00169' 20 dlVI ,00335 30 dlv, ,00llOO
_... _ _ _.___" _ _ _ _..._ _ __ ___... _ _ __... - -t.- - "'-.- - -:... -... ":"'."': - - - - -.... --.... ---....- --.-.... - ~- --... -..., - --
"'AKI .CHICK OR MONIV 011011\ PAU,'~I '\'0 I "1I1018T111 0' .\11 ~~II AOINT"
tlETACH T~~' TOP PORTION O~ THISPORM AND SUBMIT WITH YOUR PAYMENT TO THE I\EOI$t$1I OPWI~~6POII
,THe COUNTY SHOWN ON THE ReVERSE, SEE THe INHERIT ANCe TAl<. INSTRuOTION lOOK PO~ ADORes.,
~NERAL I~HERIT^NCe TAX INFORMATION
Uninllallodilnblllllos Incurrod by tho docodont prior to hls/hor douth (Iro doductlhlo ugdlnlit hls/hor ta~Qble
CIItnta. 1,1 nddltlon to d~blli IncUrrod by tho docodont or ostntll, nthor 1101111 nro clnllOublo, Including tho cOlt 01
admlnlMrlltloll/ atlornoy)ollll, Ilduolary 1001/ lunllral and burial B~llonllOli Including tho cost QI a bu~lallot, tombstono
or gravI marker and ether rolat,d burial oxponses. ' .
All dobls bolng clolined ogalt"t an ostato ale aubloct 10 tho npproval oltho Register 01 Wills with whom tho
, InhorltanclI To~ Return Is f1lod, Evldenco.!a suppod the docodent's o.r tho ostat,'. liability lilt tho debts blllng
clolil1od should be nttnchlld to thla schodulo.
A lamlly lI~emptlon may bll clalmod by a apouslI 01 0 docodllnt who dlod domiciled In Ponnlylvanla, If thero Is
no Ipou'le/ or lithe apousehal IO,rfllltod hll/hor rights, thon any child (II tho docedont who Is n mombor 01 tho,.lamo
houlillhold can clolm tho oXllmpllol1. In thollvont thorels no such apouse or child, the Ilx.mpllon can bo claimed by
o parllnt or parents who are membm 01 the aamohousehold as the docodent. ThoJamlly oxemptlon Is allowable only
against a$&ots which pasa by a will orby the Ponnsylvonla .Ihtestato Laws, , '
,- , '
NOTEI Camponsotlon paid to an osta'lI rIIprosontatlvlIl namoly, on oxocutor or odmlnlMrolor, lor slIrvlcu
perlolmod In admlnlstorlng an ostatola roportablo for Ponnsylvanla In como Taxpurpoats, This taxoblo Incomo
111110 should bo roportod on lorm PA.40.lndlvlduallncomo Ta~ Roturn,
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INSTRI,lCTIONS FOR COMPLeTINOSCHEDULE "fI"
1. II Iho lamlly o~omptiOh labCllnll clalmed,lndlcate tho claimant's name, oddren and hls/hor relatlonahlp to
tho docoduht. ,entl.lr "Irimlly o~empllon"l.n tho remarks column and tho amount clalmod In tho amount column.
2. Aulgh eo.nsocutlvo numbors to oa,ch Itom IIstod.
3. entor tho dato an which lIa~h dllb't was Ihcutted and/or pold.
4. Entltr tho nomos 01 oach payeB. ,
5, PI~vldo o brio! oxplanotion In tho ron,orks column lor aoch dobt clafmlld.
6. entor tho amount 01 oach dabt boli,g clallnod. .
7. Tho IOtnllllllatbll slonod by the porson who has assumed tho roapohslblllty lor paying tho dobts.
IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS.
ItrV.44V f.)(l 13.801
CIJMMOIlW~ A~ Tit or PftNH!V l VAIHA"
OIPARTMINTor R~VINUW
YRANlrlR INH~RITAN~. TAX
RIIIDINT U~CIOINT
r::.., ...,..~~~J,:.t:~I'i"~"~''''
.A~IPu~n~~p
(I""ructlo,,. UII R.v.". Sid.)
*
Eatet, 01 ' IIA1\lIY I!. AI,lI!!II'I', .11\.
..____'"4'....~. 0'_"" _~__".. _~..~..__ ""';h'._ ..~... ~.....~_...___.._......
Lo.t Addrou 4191 Old Gettyaburg \luud
,...._._..__. ,_." '_' __,_'~n,_'.n~_.__.'__,_,
(Jump 11111.,
,,,.-- '"''00___''1''__''_''''' --.
I'A 17011
Dolo 01 Doath AU811Ht 13, 1981
.________.~__ _...... ._.._,.,_....._..__........~_._.u
Social Socurlty No. .~:.::.~03_~_9___~__,~_..__._,___.
Buronu FII, No. .._.____._.__~.--_.__
Coullty Fllo No. ~-.:fL- ..t,i~'7-'''~---'-
lel','(1
(fit AlI.I t l,lf~1
1. Oocodont dledl
( Xl Into'Ioto (without n will)
(' ) T'Slolo (Ieovlng 0 lost wll.I--copy attached)
2. Is Ihe Iillng 010 Federal E.tate Tux Return roqulred lor dIll eRlole? Yoa __ No X
3, ( ) !;xeoutor/EKoculrlx ( ) Admlnls'ratorl Admlnl.trolrlx
(X) Surviving Mother
Nomo ,....__.._}eL,l..'!.~E}e .-:~.~_ Al.!>"rt
Addroll _.___m..~.t91....Q~L Ge ~J:X!!JY.!-!rll Hond
,....E~~E...!!.l.:.!.!L..!'.~____ 17011
ICll'!'l (!;IrATEI niP)
4. All correspondenc, Hhould be mailod 10 ( x) Attornoy
5, 1/ an attornoy I. ropre.onllng tho ostal" ,Indleolol
Noma __~~1~~!!1_ IE.~__~U1~!.~_-:~:..___.
Addrou ....E.:....~L_ nOJ:l..!.2_~6... ,.._.___ _____
_!!!!rdaburg,_.__y.A._. 17108
ICITYI (ATA"lil ,(7.1PI
) Fiduciary.
List 011 sol. dopo.1t boxes rogl.I'red In Iho docedopl'slndlvlduql nomo, or jolnlly with, or os 01\ agor\! or deputy
,of another, or In doc.dont's Individual nnme wllh rlghl 01 oco.... by onotrer a. agonl Ilr deputy. Includo tho noma
and addro~. ollh. bank or other Ins,1 tuilon whora Iho sol. dopa sit box I. IClcot,d, Iho nan,o (0;) In which Iho box
Is rogl.taredand the relollon.hlp 01 Ihe lolntholdl'" 10 Iho docodonl.
--- -..-~ -..-
NAME ANO ADaUSS or BANK OR ()THBR INSTITUTION
IN WHICH oeCIDONT MAINT"INED" s"pa DEPO$IT BOX
~--~ ~ -~
NAMB OR NAMes IN WHIC;H
sApe OIPOIIT BOX IS UalnaMEO
RE~A'T1aNIHIP OF JOINT
I!.lll:D~UO Dec~p~HT..=
Mother
Dauphin .E~oI!1L~~nk ~_Tru~t CO!1lpany
i 3045 Markat Stroot
J _..______M...__.____~_~
I_camp Hill, PA 17011.___._._~,...__
I
i-
Harry R. Albert, Jr. and
Jennette J. Albert
-.,.--'
--...-...
---
lJnder penalties 01 perlury, I declare thaI I have uornln,d Ihla toturn, Including accompanying achedules and
slol.menta, and to tho bost olmy knowledge and heliellt Is Irue, correcl and cllmplolo. ,
//-33.2 -I
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~IG'ttc., ~ I al.~i
.. --riIONJ.TURrf r PIDUCIARY
september :J,~ 1981
DATe
, .
.
.
QUESTIONS CONCERNING PROPERTY TR^NSF~.m.
1. Old decedent, wllhln tl\'(l years of death, make any transfor of any materlol part of his eslatowllhout receiving
valuable end adequste consideration? (Answer "Yos" or "No" ,) No" ,
2. Old decedent, within II\'(l years 01 daath, transfer prop.erty from hlmself/ herself to himself/herself and another party
" or parties (Including a spouse) In lolnt ownership? (Answer "Yes" or "No",) No, ,
3. lithe answer to one or two above Is "Ves" and the transfers are claimed to be nontaxable, provide the fOllowing
Information:
a, Age of decedent atUme of transfer.
b. Copy of deelh certificate.
0, 'Affldavll by the atlendlng physician Indicating the state of decadent's health at time of transf\lr.
d. All other Information supporting nontaxablllty of transfer.
4. Old decedent, In h.ls/her lifetime, make any transfer of property without recelvlnllll valuable or adaquate !;Onslderatlon
" therefor whlcn was to teke effect In possession or enjoYment at or after his/her death? (Anawer "Yes" or "No".) No.
. a. Waather, any posslbllllythatthe properly transferred mlftllt return to transferor or IIlslher estate or be sublect
to hlslher power of disposition? (Answer "Yes" or "No' ,) ,,'
b. What was the transferee's age et time of decedent's death?
6, DI~ decedent In hiS/her lifetime make any transler without receiving a valuable and adequate consideration therefor
, under which transferor expressly or Impliedly reserves for his/her II fe or any period which does In fact Ofld before his/her
death: '
a, The posseSSion or enjoyment of or the rlllht to Income from the property transferred? (Answer "Yes" or "No".) No.
b.The right to deslRllllle the persons who shall possess or onJoy tile property transferred or Income therefrom?
, (Answer "Yes" or "No".) No.
6. If the anSWer to live b, above Is "Yes," was the right reserved In decodent alone ( ) or decedent and others ( ).
,
7. Old 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 c,are of transferor? (Answer "Yes" or "No".) No. ,
8. Old deQedent, at any time, transfer properly,the bll1eflclal enjoyment of which was subject to change, because of
a reserved power to aller"amond, or revoke, or which could rovert to decedent under terms of Iransfer or by operation of
law? (Answer "Yes" o,r "No".) No. ,," '
9. 1/ tha ahswer 10 eight above Is "Yesl" was the powerto aller, amend or revoke the Interest of the beMflclary reserved
In the decedent alone ( ) ar dececllm and others (). "
,
"
W!I~UCT!g~~OR COMPLeTING SCl-leOUL~
SohBdule "a" mU8t Inolue/o all property, roal and personal, ownod by tho deoodentlolntly wIth another
partY or partlea aslolnt t. onan~a with right of 8urvlvorahlp, Both langlllls and Intangible property ore \0 be
Inoluded. List raal eatate first., ,
1, ' De80rlbe all real proparty as Indicated In the Inatruotlona for Sohedule "A," Desorlbe all por80nal property
as Indloated In tlllllns\ructlonafor Sohodule "B." Inoludo thB noms, oddrelS und l'elatlonahlp tll the
doaedont of thoco.owner[s] and the dBte the Jolntownerahlp waa eatobllahBd.
.
2; llidloute the total ma~ket value of the Jointly ownBd propBrty,
.3.. Indloate the pBroentago of tho dBoedent'a Intereat,
4. . Indloate the rt1ar,ket value of ths decedont's Intorest,
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COMMONWRI\I..TH QP PIlNNBVI..VANIA
ORPARTMRNT oP REVRNUR
IUR_AU OP "ILO OP_AATIONI
NOTICE OF FILING OF APPRAiseMENT
MB. Jeanette J. Albert'
11191 Old GettYBPurg Road
Camp llill, FA 17011
REI Ellale of Harry E. Albert, Jr.
Counly of Cllmh..", anp
File No. 21-81-0646
Dear Hs. Alb\lrt I
You are h.rt~y nollfl.d Ihal Ih. or!ginal
appralllm.nt In Ih. ..101. of Ha"">, Fl. Alher-ii. J".
~Ol b..n fll.d In Ih.af/lc. of Ihe Regl.l.r of Will. of ('!Ilmh..",.."tl
Counlyon JenIW'Y 27 , 1~Q.2..,. Sold apprala.m.nl reneCII Ih. following valuallonll
;1,
, R.al E.lale S None
Perlonal Properly None
Jolnlly Own.d 13.324.04
Tranafera tJ6na.
Tolal R 1~1~~u.nL1
Aa 10 luah lax Ihal I. paid wllhln three moMha from dale of dealh, a flv. (5") perc.nl
dllcoUnll" allowable, A. 10 any lax Ihal r.maln. unpaid after nine (9) monlha (fllleen monlh.
when death occurr.d from Dec.mber 22, 196510 June 16, 1971, InclualYOI and twely. monlhlwhen
d.alh ,occurred prior to December 22, 1965) from dole of dealh, Inler..t at the rale of Ilx (6") percenl
p.r annum I. cha,ge~,
A~y parly In InlerUI.who I. aggrieved by Ihl. nOllce may oblecllhereto wllhln IIXly dayl
aft.r reo.lpt of aald nOlloe 01 proYld.d by Seollon 1001 of Ihe Inhllrllanc. and ealal. Tax Act of
1961,72 P.S. 2485-1001, P.L, 373. '
S1,"'d~'~.
Till. Ch!et' Appraiser
January 27" 1982
Dot.
NOTE I Thll II nol a bill. '
,
""V-401 IUt 11..01
INHERITANCE TAX
APPRAISEMI!~T
--
ORIGINAl.
SUPPl.EMENTAl.
eata!e 01 __.._,___.!.!~~..!~~~.!be~iL~l!:~'__H"_''''.___'''- Plio No"...... ., ,.
2.1.~~1.-:0611~._ ...
Cou~ty __......Q~~er.:l!\lld _..,____..~.....~_._:_-...-...-- Data 01 Doath ___,..._~Ull\.~ut ..!3_!..E..~!..,_.___...
.'nth' ...ht th.t .nr. luly" In,,,..t In thl. ..t.,. I. I,.n.I.".d In.......,.n 0' .njoy,n.nl 10 .oll.t".1 h.11I .1 Ih. d.Gld.n' aft" Iho
..pl,.tlon of .ny ..'.t. .1 11ft ., ,., Y'.II, tho C.mmonw..lth h...by .".,...Iy ,...,... the "uht I. .PPI.11O and ...... ".n./.'
t.n , I. tho . l.t...1 u,. on.n .u.h 'ulul' Int. ..t ,
P OPERTY NOT INCl.UDeO IN RETURN BUT APf'MISEO BY THEc:OMMONWEAl. TH ..
,,-" . --
ASSET SUMMARY ~EPART~'Virs '
A PRAISE UE
, ' - ---
I. Total R.ol P,op.rtv ... 5CH. "A" , . , . ,. $ ~ne Un"po,t.d $ ~ $ _ ~one
2. Total p.rtonol Prop.tly ~ 5CH. "B", . , " $ NonA Un"port.d $ $ None
3. Total Jo'lntly Own.d Prop.rty ... 5tH," e" $ 13,324,04 Un"port.d $ $ _13,324.04
4. Total Tr.n'I'" ... 5CH. "C". . .'. . , . . $ --NQU8- Unr.port.d $ . ..:.- $ None
----
TOT AL GROSS ASSETS 13,324,04
l.IF,E ESTATE
ANNUITY
REMAINbl!R
..........
-~
"
TOTAL VAl.UE __ L_____
I do htteby certify that the aboye oppral..ment II made In canlormlty with Ponnsylyanla law and has bIen filed this
day with the Register 01 WIIII'~' . r)/}' . . '
, ~--==~ ~~,""'- January 27. 1992
"P"ft"~ DAn: