HomeMy WebLinkAbout07-16-79
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RCC-~3 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
sj;111
RESIDENT DECEDENT
I.
./t. //7 L.-.
This return must be complete,din!<fetail 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'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
COUNTY OF
CUMBERLAND
IMPORTANT:
Late of
New Cumberland
Pennsylvania
Cumberland
} AFFIDAVIT OF
EXECUTOR
~X(}R
County
IN THE MATTER OF THE ESTATE OF
GENEVIEVE E. HOFMANN
(STATE FULL NAME OF DECEDENT)
County of
J '"
State of
Admini stra tor
KATHERINE H. TULLY,
Executorix
of the estate of the above-named decedent being duly sworn, depose
and say
July 15,
(MONTH)
Name and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
(DAY)
, 19..1.L{~estate leaving a last will, copy of which is hereto attached. }
(y EAR) Intestate
Decedent died
Robert C. Derrick, Esquire
3001 Market St., Camp Hill, Pa.
17011
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
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 fllllowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
RELATIONSHIP OF JOINT
HOLDERS TO DECEDEN T
That the contents of said safe deposit box or boxes are itemized under Schedules
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 pos ses sion, standing to decedent's credit in banks of deposit, sayings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day pri<OT 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 evid~nce 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 weari~g 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 otherinstruments 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; all 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 rf; ,\;,il' of death, bonds and accrued interest thereon to the date of decedent's
death and other investnH'nl', ,I. ",..I by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in Itny co-partnership or business, and in support of the value of such interest there is annexed to
said sc1lf'dIl1e, financial statements showing the assets and liabilities of said co-partnership or t)usiness.
A cop;; of' the co-partnership agreement, (if oral, a statement setting forth the nature of the dgreement)
topptJ!('l' with a statement setting forth the character of the business, its location, and such other facts
iH'rt ini;:.'l: to the husiness as may be pertinent to a fair and just appraisal of the decedent's interest
Ulerl,.. in ni\lst be submi tted. It should also set forth in itemized form, together wi th the fair market value
theru);', 'my other propert~. owned or bequeathed by the decedent at the time of death.
Tbe Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to t"lke effect in possession or enjoyment at or
after (h~ath, said schedule sets forth the nature and value of such property, to whom transferred, the
rela Uonsllip of the trans ferees to -the deceden t, the proporU onate share received by each transferee and
all otlier facts of a pertinent nature regarding sairl transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony
of the deed, trust agreement or other instrument creating the trust. Ther~ ii also set forth in said
schedulp a list of all property, real and personal, with its value, which pa~ses at decedent's death hy
virtue of the exercise by decedent, either individually, or j.oint1y with another, or any power of appoint-
ment ve~~;ted in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part bereoI' sets forth the n!lmes and addresses of all
persons beneI'icially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, iI' any, to the decedent, together with the ages at the time of
decedetd,' s death oI' all minors, annuitants and beneficiaries for life under decedent's Will. It also
c ollta.ins a s ta temen t showing which of the beneficiaries named in the deceden t' swill, if any, died prior
to de'l.'dent, the dates of their death, their issue, and the relationship of sucb issue to the beneficiary.
That S.:t>edule E attached hereto and made a part hereoI' sets forth all property, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, standing in the naIlle
of the del;edent and others, plus the'date and place of record of instrtunents effecting the vestiture of
real es ta te and the date of acquisi t"lon of personalty, pI us the name, address and relationship, if rmy,
of co-owners to the decedent.
That Sct>edule F attached hereto and made a part hereoI' sets forth fully and in detail all (lebts
and deduc tions claimed for and on behal f 0 f thi s deceden t' s es ta te, including funeral expenses pai d;
family exemption, where applicable; costs of administration of this estate; counsel fees ann f'udiciary' '-,
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed unoer Sectinn
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and tha t
the amount of tax assessed can be reassessed in accordance therewi tho
That the totals of the appropriate columns in Scherlules "A", "B", "en, "E", and "F" as directed therein,
have been carried forward and properly regis te!'ed in the Sununary.
Subscribed and sworn to before me this .......1.t,h..,....,..,..,
~. y-: I' J.
I.I-~' /, .
, . t. ....,
m~7'.
. ... day of .. .,...Hay,...
t:tli~~4olarY Pubiic
Camp Hill, Pa. Cumberland County
My CommiSSIon Expires October 18, 1981
.....'.. 19.""..7..Q,.
.. If ,; j)~/1
.~C~~~MVJj~~_...
1.7..1...8,." w. a..:r.:r..~.n "..,S.:tT..~. e..t. "".""" .".,...",., ,.., ..."..J................
(Street Number)
N e'.v.".g,~~.~,~.!..~.a.:~.~.~...!'.~.~.~.a ·
(City or Town and State)
v
17070
NOTE: Be fore signing affidavi t make sure all bl nnk spaces in the affidavi t and schedules annexert are
filled in with details or the word "None", anrt in case the assets include rare and unlistert securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Scherlu1e "B" are attachert. .\1so make
certain that column #1 in the "Sunnnary" has been properly completed as !lbove-directed.
"
~OM\10NWEAL TH OF PE~~SYL VANIA
TRANSFER INHERIT ANCE TAX
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and persona.l, 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 lind 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 "B", plus cia te of acquisi tion, and the name, address and relationship (i l' any) of co-owners to
~h( decedern,.
Description of Property, Date of Acquisition, Name
Addre~s {illd Relationship of Co-Owners, and Place
,if Hc,coro. of Instrument, where Real Estate.
~'I' XXX)C)CYX x
, ,/" xx y 'X 'X 'X
" ^./< >,( /')X-J\
,'/ x/x,,~<; x~>*: "x
:.J' ..'Xx:. ,/' Y,J. ^ '
" r::.( x Y x" ^ ^ x
x
x
x x
x
'"'e~'1cvicve E. Ho.f-'rl~nn Estate,
2 upf) 1 CJ"llcn t a ry Selle (lnl c "E"
~c..,..ti-Cieatc of" nenosit uith
\i"1t:inTIn.l C~ntral Brtnl~, held
loin tl v 'Ii th Katherine Tully,
si..)tc""'~ in the aM.ount o.c S4,681.o0
createa DeceMher 14, 1975.
~
0-
Unit
Value
x
X
pe rcen tage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Wri te
In This Space.
Value of
Jo..'n tire
property
Value of
Decedellt'l'>
In tere::. t
One-Half 2,340ollr./
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
'2. ,3'-\0. F)
REV-518 (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
Katherine M. Tulley
1718 Warren Street
New Cumberland, PA 17070
(Executor or Administrator)
In Re: Estate of
Genevieve E. Hofman
Cumberland
County - File No. 21 ~78-0430
Dear Ms. Tu 11 ey:
You are hereby notified that the or i q i na 1
appraisement in the estate of Genev i eve E. Hofman
has been filed in the office of the Register of Wills of Cumberland
County on Ju 1 y 16, ,19~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
none
~lte.SQ
none
2.340.80
$ 1.( . 6 S31. 60
~ -3 t Of f [J
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 th is notice may object thereto with in 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
July 16, 1979
Signed
Title Administrative Officer
NOTE: This is not a bill.
RE V-48 4 (~-78)
Do te of Death
Estate Name Hofman
(L AST NAME)
21- Cllmhprl;:mcl
21-78-0430
July 15, lq78
Genevieve
(FIRST NAME)
SUMMARY
County, Number and Name
Fi(e Number
E.
(INITIAL)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberl and
Penn'iylvania, 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", liB", "C", and ICE".
('\,
'\.- ,',
'--',
Dated:
J u 1 y 16, 1979
INH E RIT AN CE TAX APP RAISER
REPORT OF THE REGISTER OF WILLS
1, '~'h0 undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully rf'port 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
01 lowed CiS a deduction.
Dated:
REGISTER OF WILLS
(SCH
ADJUSTMENTS
INVENTORY V ALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
;Jrty (Schedule A) $ nnnp 00+ 92+
roperty (Schedule B) ? ~4n An 10+
~ ?mpert.y (Schedule E) ? ~4n An 20+
(Schedule C) nnnp 30+
L GROSS ASSETS b hR 1 hn
s and Deductions , 40-
93-
EDULE F)
ALUE OF ESTATE
Real C'rrn
Personil! '"
.J')~n-:...'.~~:~;f.
Transfers
TOT2l.
less Ded
CLEAR V
Valuation of life estates or o-t PRINCIPLE FACTOR VALUE CODE
10
an nu i t 1 C j. . . It . .. . . . . . . . . . . . . . . . $ t= t= I
EST ATE TAX ASSESSMENTS -$ ,
FOR USE qF REGISTER ONLY
Taxon::;
Tax on $
Tax on $
Tax on S _,._
Tax on $
Exemptions
To ta I E s ta te
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';,. :;f tOY if paid within
3 mend,s oftsr death
$
$
t=
$
t'- ALt, f-:
f- INHERITANCE TAX DUE
$
Io\.dd ::-
: at rote of 6% from
~ _',."Oft' to
$
AMOU,i r OF ESTATE TAX ASSESSED
EstatC: 'c'Y paid
$
$
BALANCE DUE
Add I;~ ',;'.cst 'Jt mte of 6% from
ro
$
$
TOT AL T AX BALANCE $
PAID $
Suppj'~i:r'111ol Cddes: (FOR USE IN HARRISBURG ONLY)
48 --i'ldi II stmcnt
49't'.bdiustment
56-- A nn l' it)'
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Rema inder Residue
96-Success i ve
Life Estate
FOr: USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments ?re mCid~ to the a~ove computation of tax by the Register of Wills, for proper reason
same should be noted below, wIth shon explanctlon. '
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REV-457 (8-78)
. DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEM ENT
DATE
COUNTY
FILE NO.
J u 1 y 1 6 , 1 ~Z2..,__
Cumberland
21-78-0430-<n,
Whereas, Genev i eve E. Hofman late of New Cumbe rl and _..__,L, .._
in the County of Cumber 1 and Commonwealth of Pennsylvania, having ,
the 15th day of July 19~, seized and possessed of
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fu 1 q in i t i , an appraiser duly appointed accordirq
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix f" :1:;1
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
'_' , ~ ~ t:,.
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after troe
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the la~'\Ii\,1
rate on any such futu re interest.
UNIT ...~..
DESCRIPTION OF ASSET VALUES !
"';ia~'~
$ i
Real Estate none,
-_.......;
I
Personal Property \. I. ,348;
r
Jo i n t 1 y Held Property ,?1..~.~.9.;
Transfers none
"""-'~---"-
TOTAL ASSETS $!of:,-MH..
- 3'1
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Have been duly sworn according to law, I do hereby "rtify that the above appraisement is made in confer!' ~~: ,
with the law on this 16th day of .'~l(l v :-"', f' · j ..." 19 29.__
;'/ ."-- '-
(Number and Street)
Harrisburg
(Post Office)
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