HomeMy WebLinkAbout10-12-78
RCC-33 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
nrT ~ "
,~' '.J. J
RESIDENT DECEDENT
COUNTY OF
CUMBERLAND
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'ltenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Cumberland
} AFFIDAVIT OF
EXECUTOR
~
IN THE MATTER OF THE ESTATE OF
CLARA E HEWETT'
(STATE FULL NAME OF DECEDENT)
Late of
County
County of
Pennsylvania
Cumberland
}"
State of
Administrator
Edith S. Hollinger
of the estate of the above.named decedent being duly sworn, deposeS
Execu~rix
and say S
Decedent died Aor il
(MONTH)
Nome and address of attorney or }
other authorized representative to whom
011 correspondence should be mailed.
21st
, 19~J testate leaving a lost will, copy of which is hereto attoched. }
(YEAR) Qa)6~
(DAY)
~nplh~kp~) M0r.~lph ~ F.li0kp~
44 West Main Street,Mechanicsburg, Pennsylvania 17055
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
( EX ECU TO R-ADMIN I ST RA TO R)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
,
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
'T'he r.nmmnnwP~lTh N~Tinn::> 1 lbnk Decedent and
Main and Market Streets Edith Hollin2:er Dau2:hter
Mechanicsburg, Pennsv 1 van ia 17055
That the contents of said safe deposit box or boxes are itemized under Schedules H
with the exception' of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interes t thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or otherinstrunients in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; aJl moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment seem ,,:,'5 owned by the decedent at the time of death, with the market value there-
of at such time.
RC C-34 14-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDEl'oIT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.")
The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3\
described by lot and block number, street and street number, together with DEPARTMENT
a general descrfptlon of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by whi ch the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TED CAUTION
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DECEDENT'S MARKET VALUE (Do not write
to be listed on Schedule "F" and must not be deducted from this schedule. DEA TH In th I. space)
NONE 7 t.. f~0.. -
NONE , . "
_7 CCf~
Insert this total opposite "real prop€:. ," f Schedule" A" in the X X X X X
"As Reported" column on the lost page of this return.
P.CC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
REsrDEir DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Item
No.
1.
2 .
3 .
4-.
5 .
6.
7 .
8 .
9 .
10.
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
ITEM
List and describe fully
UNIT
VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
ESTIMATED
MARKET VALUE
v'/
Checking Account No. 14-2-4-62096-9, Commonweal h
National Bank; Balance on the Date of Death
$ 54-9.03
,~9< ()]
/, ' -SO
,- 71. tJ 0
'3 . ,/3
;?- 3
Evergreen Savings Account No. 14--00104-93-9, ~/
Commonwealth National Bank; Balance on Date 0
Death
Accrued inter st
Statement Savings Account No. 14--0005032-2,~
Commonwealth National Bank, Balance on Date 0
Death
Accrued inter st
Return premium: Columbia Accident and Health
Insurance Company
14-,809.76
4-6.93,
< R- (9. 7 ,.
/ L// 0 '3
L/t:, 7 -
7,094-.23
20.tH
70 C; ,-/1 ?-- 3
/ s;.-o" 1./1
C/ '-I, ;J)
//;t./r of)
1&
~/,
94-.38
Income Tax Refund (1977): United States Treas ry
164-.00
Refund: Bell of Pennsylvania
Final annuity check: Public School Employes
Retirement System, Commonwealth of pennsylvan'a
4-4-9.4-3
/..; '-/9, 1/3
Net proceeds from public sale of household
contents
Household contents, appraised value
Refund: UGI Corporation
11. Refund: Penna. Power & Light Company
12.
16.00J
6tJO
/ #
Return premium: Hulse Insurance Associates
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
J )'-1;/1./1 Lj I
~24-,14-1.4-9 '
RCC-l'
C'()M:\Hf'\Wl':I\T.II! lll' PE:\\'-;YL\.P{I,\
r{A\~FFi\ nm:!U-U\CF TAX
Sf:fWDULE "e"
Tit \S"FEW';
~
~<i'~.. ?^
~ ~:",,;;, ~y~
TJ . ,.:~:(t!/~,,,... ~..
I .;- ,....._~! 'j -
, :.."",/~:.S:.AA~~(;,'-:-;',
",~~,,;~~);.-,~''''~~'1i?
l\:::S IDE',T ])!TFl1F\T
(1) Did decedent, within two years oi'deatil, make any tl'imsf'~r' of Ilny nntertat part of llis estate, without
receiving il valuable iwd adequate consirlerat.ion thecef'or? (t\nswec .'ies or no) __jI;j~._
(2) Did rleeedent, within two years of dr~ath, transr'er properLY from himself to himself and another 01'
nthers (inclwiing a spouse) in joint ownership? (Answer yes or nol-1fO..._
un If the answer to (1) or (2) above is in the affirmative state:
(al Age of decerlent at time of transfer ____
(h) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of (!ecedent's death. (Note 1),
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideraUon therefor which was to take effect in possession or enjoymef't at or "f'ter his death?
(Answer yes or no) No
(a) Was there any possibility t.hat the property transferred might return to transferer or his
estate or be subject. to his power of disposition? (Answer yes or no)
(b) Wbat was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable alllladequilte consideration
therefor under which transferor expr<',ssly or impliedly reserves for his life or any I](>riod which does
not in ract end bel'ore his death:
(a) The possession or eT'joyment of or the right to income from the property transferred?
Umswer yes or no) No
(h) The right to designate the persons who shall possess er enjoy the property transferred or
income therefrom? (Answer yes or no)~_
(fj) If the answer t.o (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or ot.hers '__.~__._.
(7) Did decedent in his lifetime make a t.ransfer, the cons.i.deration f'or wbich was transferee's promise to
pay income to or for the benefit of care of tl'ar:sferor? (Answer yes or no) No
(8) Did decedent, at any ttme, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which cOllld revert to dece<lent un(h,r terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above L5 in the affirmative, was the Jlower tr) alter, amend, or revoke the inter-
est of the bepe:ficiary reserve,i in the riecedent alone or the decedent and others?
(Answer yes or no)
l'iOTE1: The answers to these questions should be supporteo by affidavit hy the attending physician as
well as a copy of' the death certificllte.
\OTE 2: If answer to any of the above qllc~stions is yes, s,~t forth below a descT'iption of the property
transferred, it's fair market value at date of death, dates of transfers awl to ~'hom transferrer!, with
relationship of transferees to decedent, if' any. Submit copy of any trust deed or instrument, if' trans-
fers aI"" claimed to be non-taxable, also suhmit detail ed stcltement of f'acts on which said claim is based.
-'lOTE:J: List ap/llicable property below in manner in which provided in Schedules A, B, or E.
ITEM
UESCRIPTIOr-;
MARKET VALVE
(Es tlma ted)
DEPT. VALVATeO!\'
(Dept. Only)
NONE
NONE
C-- -/( (I""-..~-
.~"2- -<1-""" L
Insert this totrd opposite "Transfers", Schedule "e" in the
"As Reported" column on the last p'lge of this return.
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Christine L He ilman Damrhter Yes One-half of residue
323 Fairview Ave
Ambler. Pa. 19002
I
Edith S. Hollinger Daughter Yes One-half of residue
S2S P:=Jl"k 0P
H::l"Y'"Y'; , P::l 17111
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
R C (:-38
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEVENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the llecedent ,jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indi.cated tmder Schedule
"A", plus the date, and place of record of instnunent effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
United States Savings Bonds, Series TlEII,
are registered as follows:
1. Mrs. Clara E. Hewett or Miss Ruth D.
Royer (Sister)
DJIDomination
v $100.00
Issue Date
Sept. 1960
Date of Deat 1 Value
$167.08
One~half taxa)le
2. .c Mrs. Clara E. Hewett POD Miss
· ~100.00 March 1975 $
.' 100.00 Nov. 1975
Ruth Roy~r
86.84-
82.4-0
$169.24-
Fully taxable
3. /Mrs. Clara E. Hewett POD
Shields (Granddaughter)
$100.00 May 1975
100.00 March 1975
100.00 March 1975
100.00 March 1975
100.00 March 1975
100.00 Nov. 1975
100.00 May 1975
100.00 May 1975
100.00 April 1975
4-.. Clara E. Hewett or Mrs.
$100.00 Jan. 1975
100.00 Jan. 1975
5.~Mrs. Clara E. Hewett POD
Heilman (Daughter)
$100.00 Nov. 1975
100.00 May 1975
100.00 May 1975
100.00 March 1975
100.00 March 1975
100.00 March 1975
100.00 March 1975
Mrs. Deborah
$ 84-.56
86.84-
86.84-
86.84-
86.84-
82.4-0
84-.56
84-.56
86.84-
$770.28
Fully taxable
Deborah Shield~
$ 86.84-
86.84-
$173.68
One-half taxa)le
l'
Mrs. Christ in >
$ 82.4-0
84-.56
84-.56
86.84-
86.84-
86.84-
86.84-
$598.88
Fully taxable
Continued on Page 2
Insert this total opposite ",Jointly Owned Property", Schedule "E"
in the" As Reported" colurrm on the last page of this return.
,'$ 83.54-
169.24-
770.28
C!~~.~~.
598.88
DEPART1fENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
I ! .
J -';
!b~O~
*, .J
/ /. '~.!1.'. ,. , t
L1 ~. : /" '~
I r:,Y'J L/
r
J,...-, or-"' JA;, 0"-/
J / ,"," ...,.., 0
I .
110,;l.J
/ -J 'i.
i I :;),
C"
y
/''7/1. tJ
( xC;
....J ; ,/
/'1 '. '
")- '7 6'~ ~
,.-
,.
R C C-38
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" En
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This sehectule must disclose all property, real and personal, owned by the decedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or .joint tenants, giving brief description, as indicated lmder Schedule
"A", plus the date and place of' record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "8", plus date of acquisi tion, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
"v
6. Clara E. Hewett or Mrs. Christine
Heilman (Daughter)
V"Denomination
$100.00
100.00
100.00
100.00
Date of Death Value
$167 .48 ~
163.60 v' .~.
164.00.V: -../
86.84......
$58L 92
One-half taxablp
S9/,q,t-
$290.9Q)
Issue Date
Jan. 1961
April 1961
June 1961
Feb. 1975
":.:;.:-
7.~lara E. Hewett POD
(Daughter)
$100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
Mrs. Edith Hollinger
$ 86.84"/
8 2 . 40 v
82.40 V
84.56 v"
84.~6 /
86.84('/
86.84/,
86.84 .
86.84.
$768.12
Fully taxable
March 1975
April 1976
Nov. 1975
May 1975
May 1975
April 1975
March 1975
March 1975
March 1975
DEPART1ffiNT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
5'1/, ,~~
768 . 12 /'; '..S r ,/
8.
/
Mrs Clara E. Hewett or
(Daughter)
$100.00
100.00
!
%~ ?
V
86 .841// I, ~ I :, q
Edith Hollinger
$ 86.84 /'
86.84 .,//
$173.68
One-half taxabl~
March 1975
Jan. 1975
9. Mrs. Clara E. Hewett or Miss Christine
Louise Hewett (Daughter) $ 65.09 ,/
$ .25.00 June 1945
25.00 Aug. 1944 67 .24~:
25.00 Oct. 1947 61. 55 V'
25.00 Sept.1946 63.;5v'
25.00 Oct. 1948 58.86 V
25.00 March 1954 49.86 V-
100.00 Feb. 1954 205.44 I,..--
100.00 March 1954 199.44 v:
100.00 Aug. 1953 208.92 ;r-
100.00 Aug. 1954 202;04 /'
100.00 Aug. 1954 202.04 v'
100.00 Jan. 1955 198.76 ....--
100.00 June 1956 191. 96 ....-
100.00 March 1957 191.76 V-
100.00 Feb. 1956 192.36 V-
100.00 July 1960 172.72 V
100.00 Aug 1960 165.56 V
100.00 March 1960 172.40 V
100.00 Dec. 1959 176.00 ~
Continuen on P;HTe 3
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
~f/7L
/7 b ~>, / '2
&'t;g if
R C C-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schpdule must disclose all property, real and personal, owned by the decedent ,jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first. as entireties, or .joint tenants, giving brief description, as indicated under Schedule
"A", plus the date and place of record of instrument effecting vesti ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisi tion, and the name, address ami relationship (if any) of co-owners to
the decedent.
unit
Value
percentage
Share
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
Pgge 3
2enomination
v- $100.00
100.00
100.00
100.00
100.00
100.00
Issue Date
Oct. 1959
March 1958
May 1958
Oct. 1964-
Oct. 1964-
Oct. 1964-
><
Date of Death 'falue
$175.60 V
185.64- v:
185.64- vi'
14-3.4-0 v'
14-3.4-0 I
14-3.4-0 I
$3822.63 v
One-half taxab e
TOTAL
Estate
Valuation
DEPART}JENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
~ (,t. J)'l
:;)/ '" ( " , ()
/"'..... -"",
;i1. 911. 32 j ~~ f.?, . &3
;i4-,766.02
~ DEf" 13
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
r'l ;:tJ't
,
/
..
R E V-SI8 (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Edith S. Hellinger
(Executor or Administrator)
In Re: Estate of Clc:ra E. Hetvctt
Cumberland
County - Fi Ie No. 2.1-73-(:;'46
Dear Mrs. Hollinger:
Yau are hereby notified that the original
appraisement in the estate of Clara E. HetJett
has been filee! in th~ office of the Register of Wi lis of Cumberland
County on Decemoer 14 , 19 78, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
$24,141.L;9
None
7,138.67
$31,280.16
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
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date December 14. 1978 Signed ~~_'1'"",?'---- /<', ~Vh~.~--
Title Chief Appr.::iser
Note: This is not Q bi II.
RCC.39 (8-77)
County, Number and Name 21- Cumberld nd
File Number 21- 7 8- 246
SUMMARY
Date of Death
Estate Name
April 21, 1978
Hewett
Clara
E
COMMONWEALTH OF P ENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(LAST NAME)
(FIRST NAME)
(INITIAL)
REPORT OF INHERIT ANCE 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:
December 14, 1978
>j... /1./( ___ J(.
\;-11'
'f ~ 2~-
INHERITANCE TAX APPRAISER
--
REPORT Of THE REGISTER OF WILLS
I, th,e undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect.
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "f", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
ADJUSTMENTS
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODe
Real Property (Schedule A) $ NONE 00+ Nonl 92+
Personal Property (Schedule B) 24 141 49 10+ 24 1i,1 49
Joint-Held Property (Schedule E) 4.766 02 20+ 7.138 67
Transfers (Schedule C) NONE 30+ Non(
TOTAL GROSS ASSETS 28 907 Sl ~':l' ?Af'l lfJ
less Debts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
1=
VALUE
CODE
Valuation of life estates or ~
onriuities...................... $
PRINCIPLE
FACTOR
1=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
CODE
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
15%
TOTAL TAX
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 month s after death
$
$
t=
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rote of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
$
$
c
$
$
BALANCE DUE
Add interest at rate of 6% from
to
$
$
TOT AL T AX BALANCE $
PAID $
Supplemental Codes: (FOR USE IN HARRISBURG ONL Y)
48-Adj ustment
49+Adjustment
56-Annuity
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Success i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
RC C-2 ('2-64)
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
December 1 L"
1 C-'''
~..;/O
COUI'Ii"TY
Cumberlond
FILE NO.
21-73-246
Whereas,
in the County of
late of Hcchanicsburg
Cumberland Commonvrealth of Pennsylvania, having died on
21st \ '1 78
the day of l pn. 19_. seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Ira K. Gleim . an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
Clara E. He't'lett
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 rate on any such future interest.
-
Unit Appraisement
Description of Anat Values Made for Inheritance
Tax Purposes
Real Estate None $ -c -
-
Pcr50n.:11 Pronertv $24,141.<',9 24,141 49
.
Trc,nsf ers None -c-
Joint Property $ 7,138.67 7,138 67
Total Estate $31,280.16 $31,:280 16
---
Having been duly sworn according to law, I do hereby c~rtify that the above appraisement is made in_Ron-
formity with law on this 14th day of Decemoer ~ ~ V .."'~ 19~.
(', </ '.) 1<.-1..
Appraiser
(lfbmber and Street)
Harrisburg
(Pod Otfteel
, Penna.