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HomeMy WebLinkAbout04-09-79 Form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10.000. UNDER SECTION 701 OF ACf OF JUNE 18. 1"1. EFl"ECTIVE ~ANtl'ARY 1. 1982. (FILE IN OUPUCATE WITH COPY OF WILL ATTACHED) c:L 1- 11- ()1-J.J /0 - j 8'0- 3 r'-t", R n 81Q7'"" t ..... V I.. Y #.... .- OFFICE OF'THE REGISTER OF WILLS County of . . . .GlJ~B.ER1AND. . , , . . , . , . . . . . . . . . . . . . :r:~~y:q., C... . V.i. tJJl~X . . . . . . . . . . . . . . . . .. of .1.~3..~ t. .P.it.t . S;t. ,. ,Car.lis.l~.,. .PA. .~ ?P.~ ~. (Name) (AddreM) bel'ng duly sworn .accordl'ng to law deposes and sa"s that~1 the_nmE.Xe_c.u.:t.I:ixou---------uoumnuouuu ___n_U__________u____uu_uuu_u_ 'J (Exec., Aam., Lcptce. E[c.) of the estate of u_mM_~!J.<i~__J__..___:Qi_tJl]..e_r_____n________.. whose last residence was u_+~~u_S-'-mEitt-u~t~timuu-uu--nnuu ug~xJA-_~J_~_J_m:r.A___m______umuu.deceased, and that the whole of the estate of said decedent, who died uA!!&.!_1ottt,m12.7-8. (CitY, Borough or Township) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Estimated Real Estate Value None Personal Property , , C/D dtd 6/1/68 (6 ." Farmers Trust Co. #1065 mo s. ) Prine; na 1 5.597.81 r Farmers Trust Co. C/D #1065 Int. to 8/4/78 @.055 53.87 Farmers Trust Co. S/A #1-24965-3 incl. interest 1905~~ 15 She AT&T Com. @ 61 3/4 9 2-0:2 5 Div. Ck., AT&T 7/1/78 uncashed 3~~' Soc. Security checks for June & July @ 155.00 31 CY:60' TOTAL 7.981.64 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. ~ Jointly Held Property Estimated Value None Non P. i -J I I I i I I I I I t-- i i i I I 1- Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF -, RELATIONSHIP OF JOINT I HOLDERS TO DECEDENT I I I Maude I. Ditmer BENEFICIARIES RELA TIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (I f step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Treva c. Ditmer Sister Yes N/A Entire Estate 133 S. Pitt St. Carlisle. PA 17013 ~ ~-~-- I I .' - y FARMERS TRUST COMPANY CARLISLE, PENNSYLVANIA Date .August ~u. 1978 ~STrl-Tt- No. 2/- 7 ?-Lf 33 James R. Rumer. Attorney at Law 1 West High Street Carlisle, Pa. 1701) Re: Estate of Maude I. Ditmer Date of Death Awmst L.. 1978 Dear Mr. HUDler In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following information jn duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. ve0Y,yLoU:/IJ . /vet~'t4 (~~U Deborah X. Piper Special Services CD # 1065 Principal Bal. - $5,597.81 Accrued Int. - 1)1.87 Balance in Savings Account #1-249~~-3 $1,05 --....- --. \ ," ~ . .' ) ISIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOT&.' List first five items in the spaces so provided observe notations thereon, and instructions. , DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN IKEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses · I Counsel fees · Fiduciary commission · OTHER DEBTS AND CLAIMS ( · ) See Note below ! Total Note: The estate agrees to advise the Register of Wills if the amount 01' less than the estimated amount claimed and allowed. Subscribed and sworn to before me this. . :~d. . . . . . . . . . . '::::l 'j ........~:f/..~>~. daY~f .~, 197.7' ..~...~... " 7~<.~............ ............ )::rr:.~ iF r ; ~ i .... ,: omm:~!ion. - E;:pircs 'J~'I,;' ;;, f931 . Ie PA _ {"''''''MI. .I (~L I, actually paid in settlement of any fee, commission or debt is greater ~~~:P'f/{!.. iW.~~~~k........... (Executor-Administrator) 133 S. Pitt St. . .. . ... .. . ... ... .... .. ... . . . .... ., ... ... ...... .... (Street Number) Carlisle PA 17013 . . . . . . . . . . . . . . .'. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . day of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 19. . . . . ApprAiser In the event that any future interest in this estate is transfeITed in possession 01' enjoyment to collateral heirs of the decedent after the expil'ation of any estate for life 01' for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. County, Pennsylvania, do respectfully report that I have allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................. Register of Wills - \ C') C') ~ >~ ." 0 0 ~ 0 ~ c ~ ~ Q..r=: 3 ::s B- z ~ 0 .... ? 8 :4 ::s ::d ~ .... :Ill 0 rID n tzj ~ ~ tzj ("to n ~ ~ ~ 0. ~ '=' w 0 ("to ~ .... ~ ::d 0 0 ~ ::r ::s ~ 0 tzj ~ ~ ~ > fJJ ~ Z Z ~ ~ 0 == ... ~ ~ > 'Ill Z 0 ::s tzj ::s ~ 001 001 > rID tzj = > = -< llIJ llIJ "'lj <' 0 ~ ~ ~ ~ ~ '=' ::I '=' > .... > ~ o. ~ ~ fJJ ~: fJJ ~ > ~. tzj ~ t"4 ~. a= ~ !.: tEj ... z ~ R E V-S18 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 1.970 HARRISBURG 17105 IN YOUR REPL Y Pl. EASE REFER TO " *' Inheritance Tax Division NOTICE OF FiliNG OF APPRAISEMENT Treva C. Ditmer 133 S. Pitt Street Carlisle. PA 17013 (Executor or Administrator) In Re: Estate of Maude I. Ditmer Cwnberland County - Fi Ie No. 21-78-0433 Dear Ms. Ditmer: You are hereby notified that the Original appraisement in the estate of Maude I. Ditmer has been fi led in the office of the Register of Wi lis of Cumberland County on April 9 , 19.22., Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 7.981.64 None None S7,981.64 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. 37~. · '-'" ~ r ' -\H" Date April 9, 1979 Signed Title Administrative Officer d ..----------- .............. Note: This is not a bill. REV-457 (8-78) DEl'ARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEM ENT DATE April 9, 1979 Cumberland 21-78-0433 COUNTY FILE NO. Whereas, Maude Ie Ditmer late of Carlisle in the County of Cnmhp-1"'1 Rnn Commonwealth of Pennsylvania, having died on the 4th day of Au~t 19 .:za.. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo FulR:ini ti , 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: I n 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. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes $ "RAJ:ll ...... None Personal Pronertv 7.981 64 T " Nnnp- ..... Joint-Held Pronertv None TOTAL ASSETS $7,981 64 ! ! Have been duly sworn according to law, I do hereby ~()ify that t~bove appraisement is made in conformity with the law on this 9th day of (..~\ ~",_, '\.' _.' nA.Wi~. -_~+-:-~_ 19 -2:). Appraiser (Number and Street) Harrisburg (Post Office) , Penna. 0'\ ~ '"g 0\ ~ -t >. I- ~ ..... z U'\: s:::: w r-f: ::s ~ ~ O'C 8 w Q I: en f'C"\: ..:r: ~ ;;: - 0: ~ Q. r-f: ~ Q. < 9 00: <lr x <1>: 1:'-: '0 ~ ~ ~ I : t,) < 4( r-f: ...:t': ~ ~ ~' I- ~ CIJ: "d: Q) Q) 'M: I : ..... 0 Q)" w ..... ~ ..... I""'l: 00: Q) , ~~ (.) ~ ~ "8 ::s ~ Z ~ ~~ .. 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