Loading...
HomeMy WebLinkAbout05-16-79 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS '2. (- 7 'if' - L/ ] * ~ ...1 J.,z 7/ 'It RCC-33 (4-73) 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'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Late of Cllmb~r1 ;:mrl } AFFIDAVIT OF EXECUTOR ~N~'OORX IN THE MATTER OF THE ESTATE OF VIOLET I'1. RUDY (STATE FULL NAME OF DECEDENT) County State of Pennsylvania } ss, County of rllmnpr1 ;::mn ~mauox P;:m 1 r. 'Rllny of the estate of the above-named decedent being duly sworn, deposes.- Executor and say z: Decedent died 27 (DAY) , 19~{testate leaving a last will, copy of which is hereto attached.} ( YEA R) iKfKDKa June (MONTH) Name and address of attorney or } other authorized repres.entative to whom all corres,pondence should be mailed. Murrel R. Walters, III, Esquire; 22 East Main Street Mechanicsburq, Pennsylvania, 17055 That as such Executor deponent is familiar with the affairs of said estate and the property consti tuting (EXECUTOR-~~~'{~) the as sets 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 Farmers Trust Cornoany 1 ioJesr Hig'h St-rppt- en r 1 i ~ 1 p pn 1701 1 '\:7;"1,,.... M T>.. .:1._ ~ ~- That the contents of said safe deposit box or boxes are itemized under Schedules B 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 pri€JT 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 p~omissory 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 les s 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 the date of death, bonds and accrued interest thereon to the date of decedent's death and other inve stment securities owned 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 any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or Qusiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The 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 take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said 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. Therl~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint- ment vested 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 hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That SChedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's 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 under Section 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 that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ....d..?.....~.. ........~.~........ day of ...............~......................................... 19...2..Y. ..........~d43~.mm.- KatYeen ,J.. ~~ Notary Public My Commission &piru March 2, "II MecMniabura. PA c.bWnd Clunly NOTE: Before signing affidavit make sure all-blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted 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 Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. ..........~~~.;;.;;i...L~-..R;-;dy. . ,p~ ......D........#.3.6.....BQA...2.:4.Q........................................................-.............. (Street Number) ..T.? t.. J,.l.$.p.u*-g.,.....p..~. .......J,.7.Ql9...................... .... ... ... ....... ..... .... ........ ....... (Cityen- Town a..nd St;a,te) , RC C-34 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURi:AU OF'COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "Au 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 jn 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 os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E. ") The real property located In the Commol'twealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a. cres; also statement of mortgage encumbrance. upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule IIF" and must not b. deducted from this schedule. (1) (2) (3) DEPARTMENT VALUA TION CAUTION (Do not write In this space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMA TED MARKET VALUE Lot and house situate at 6400 Wertzville Road, Hampden Township, Cumberland County, Pennsylvania. Deed acquired April 29, 1976 from Albert Hockensmith et al and recorded in Deed Book "0", Vol. 26, p. 61. (as per conveyance price March 6, 1979 / $25,000.00 /' Lot and house situate at 542 Salmon Road, Hampden Township, Cilllllerland County, Pennsylvania. Deed acquired March 19, 1962 from Leroy J. Shive, et ux, and recorded in Deed Book "H", Vol. 20, page 1. (as per conveyance pric~ NoveIT~er 8, 1978) 10,500.00/"" Lot and mobile home situate at R. D. #4, Box 239, Mechanicsburg, Silver Spring Township, Pennsylvania. Deed and title acquired. (as per unrecorded sales, agreement with Helqa Palker; balance to be paid as of date of death) " Augus t 2~, 1970 from QobBrt M. Snively, et ux, and recorded in Deed Book nTH, Vol. 23, p.700. /" 7,932.07 TOTAL $43,432.07 43 \4 32'O~1 Insert this total opposite Ureal property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. RCC -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time or 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 or 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 ract that they are not or the administered estate. Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household goods, and rurnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certiricates, 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 riduciary in said capacity, partnership interests, interest in any undistributed estate or or income rrom any property held in trust under the will or agreement or another, even though located outside or the State, at the time or death, should be listed in this schedule. Item No. ITEM List and describe rully UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) ~ Household goods and furniture - public sale proceeds Pioneer Fund Stock - sale price Pioneer ?und Stock - dividends State Capital Savings & Loan - savings account #002-0004953 Farmers Trust Co. of Carlisle - checking account #4-3491-4 ~ational Liberty Life Insurance Co. - premium refund Richard Price, et ux - prepaid realty tax reim- bursement Clarence Shields - prepaid realty tax reimburse= ment $ 2, 741.35~:/~ 14,361.89" __ "" 873.04/' G,341.2])1 "L<O l.S3 (l; 278.60'\ " 2:"2.. B .<Ol{ ./" 3 . 77//' 47.47/" .... 40.16// TOTAL ~~87.~ '2-~) S5i gS 2l.t, '\ S Sl . 95 Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page or this return. RCC-36 .COMMO~WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" T RAN S FEJ1S RESIDE~T DECEDENT (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and 9.dequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spous,e) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (:2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's heal th at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enj oyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer wi thout receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) !To (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) (r,) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of 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 reservert power to alter, amend, or revoke, or which conld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) No (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decertent alone or the decedent and others? (Answer yes or no) NOTE 1: The anSwers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) N lfV-L- Insert this total opposite "Transfers", Schedule "e" in the "As Reported" column on the la,st page of this return. RCC-37 (12-6)) . . COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFI CIARIES 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 ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Prllll T. Rllr1V' R f) #3 Box ?.40 Dil1sburQ. PA 17019 ~nn ves 10% Clara J. (';=l<:::<:::pll. Box 244 R.D. #1, Newville, PA 17241 dauahter yes 10% H. ~'I]i1bur Rudvi R. D. #4 Di1lsburq, PA 17019 son yes 10% Lois G. Cambell; R.D. #1, Box 237-A, I.Jandisburg, PA daughter yes 10% Helen C. ~urtoffi R. D. #1 Loysvi11e, PA 17047 dauqhter yes 10% Stanley L. RudYi 523 Good Hope Rd. , iv1echanicsburg, PA 17055 son yes 10% Violet V. Derr; Beard Road Eno1a, PA 17025 dauohter VPS 109, Beverly J. Ta1ada; 65 Pitney St. South vJaver1v, NY 14892 dauqhter yes 10% Linda F. Price; 542 Salmon Rd. Mechanicsburg, PA 17055 daughter yes 10% Pat~v T Miy~ll. R n :It, Landisburq, PA 17040 dauqhter yes 10% Deponent further says that all the above-named benericiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE s... -; .sVol~ ~<'It t;: = .2 cu S .-.... :;j Scu- "Oo.~ < S_ ~8~ .s....~ :;j Vol s... c; :;j 0 ~S~ ~ p:: SUMMARY Real Property .................. ..............(Sch. "A") Personal Property ................................................................ (Sch. "B") Transfers ........ .... ... .... ... .... .......... . .... .... .................... ........... ... (Sch. "C") Gross Taxable Estate . . (2) (As Determined) ( 1 ) (As Reported) $..43.,432..07. $ ...~9.,.q.$.7.,.ql... $ $ $ $ $ $....... $ $ $ $ .....0...00.. . ...7.0. ,.1.19...68... (- ."0 Z .cu s... ~ :rn c1S :~ ~ ~ ~ .cu >ot ~ :c; < ~ cu rI'l CJ) ~Q - - < -< Ci ::J. ~ ':l:l =.: ~ ~ c4 ''; .2 =- A-t 0 .ti ':l:l =- !oJ A-t !oJ . ro rd 2: < -< := ~ ..".: ~ s:: ~, := "'-': ItS VI !-o ~ !-o ~ E-i 0 r-'l S Q 0 ~ :c ~ < ~ [4 l-j Qj Z ~ 0 ~ QJ A-t < Z CJ) 0 Q ~ r.x.. ril H Q) ...... ~ ------- 0 :>: 'U 0 =.: ~I U ..c I:: ~ ~ 0 0 ~ =- ".C ril ;:r:: Q./ ~ ell ~ ...... ;... ~ .0 0 " ~ Vl ..( ...... .G' 0 '2 0 E .s "'" Q./ S E ...- (5 ~- '"0 ~ 0 ~< ~ U U RCC-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY *' COMMONWEALTH OF PENNSYLVANIA TR'ANSFER INHERIT ANCE TAX INSTRUCTIONS: This schedule 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 I:lnd others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and pI ace of record of ins trumen t 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 acquisition, and the name, address and relationship (if any) of co-owners to the deced.ent. Description of Property, Date of Acquisition, Name Unit percentage I Estate I DEPARTMENT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate. In This Space. Value of Value of En t1 re Decedent's Property Interest NONE Insert this total opposite "Jointly Owned Property", Schedule "E" N~ in the "As Reported" column on the last page of this return. RCC-S9 (5-68) COMMONWEAL TH OF PENNSYL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Rudy (Last Name) "if'\l~'" (First Name) M (Initial) DATE OF DEATH 6/27/78 FILE NO. REPORT OF INHERITANCE TAX APPRAISER I. the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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: INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the 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: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint - Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE REGISTER OF WILLS 56 045 55 annui ti e s . . . . . . . . . . . . . . . . . . . $ Valuation of life estates or t= t= 1== ESTATE TAX ASSESSMENTS $ 3,362 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death COMPUTA TION OF TAX 2% 6% 5% 10% 15% * $ $ $ $ $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ $ $ t= $ $ l= $ C L t= $ $ TOTAL TAX BALANCE $ PAID $ 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. ~ s:: o :c ell b Vl .a = "E "- "U ~~ $-l ell Q) ~ o z \IJ ::c r-- z .... r-. z til ::E til crJ < c:: ~ ~ ~ til :I: [--4 ~ o c:: ~ [--4 [--4 ~ ~ ~ o \IJ ::c ~ r-- [--4 ~ ~ o [--4 crJ ~ '0 -Q1 :f/) :cu -Q1 -u :Q1 >tQ B ~: . - :E:: 8: j:il- I...:r 0- H :>: ~ .r-f. ..c: U): ~ ;s:; o 8: Co Q} ro: P;; ~ ...... o OJ .... ~ ~ "0: ~: 10- ......t- )..j: Q): ~: U: ~ .2 ~ > ~ Vl C C OJ ~ ...... o .c s:: ::: o U ...... o ..c .... c; OJ ~ s:: o E E o U ~ ~ rIj < '" 0.. 0.. ~ Q ~ ~ '" o 0.. r.r.l Cll:: R E V-518 (8-78) COMMONWEALTH 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 Paul :L. Rudy RD #3, Box 240 ~i1l&Barg, PA 17919 (Executor or Administrator) In Re: Estate of V;n'~T :M. 'Rl1;1y Cumberland County - File No. 21-78-435 Dear You are hereby notified that the OI'i iinal appraisement in the estate of Violet 'M. Rudv has been filed in the office of the Register of Wi lis of Cumberland County on , fi M;::IY , 19..7..9.-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 43,432.07 26 t 5 5: 7 . 85 None None $6Q"QQ9.92 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. ~~~73. ~ n . ~---\:-' (__~ Q_A.:::-> \ \. )__~""_/C';' .-\.,.-.-v..-"..___Jo.....-"' Date 16 May 1979 Signed ~j (~ ) Title Administrative Officer Note: This is not a bill. REV.457 (8-78) DEPA.RTM&NT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEM ENT DATE ~.'16/"7Q COUNTY Cumberland FILE t~o. 21.78 ., ag Whereas, v; n1.+ M 'Rll~Y late of H;::tmp~pn 'rnwnlCtldp in the County of CumberlaDd Commonwealth of Pennsylvania, having died on the 1 F\ +n day of M ~y 191.9.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Ful~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: 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. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes $ ~ _, Tt_.........._ 1L~ 1l~? in7 PPTlRnn;!ll P'l"One'l"TV 26.557 85 rr",,::anlCt -FA""lCt Nnn~ .Tn;n+lv Owned Nn'l"llll Total ~~O OAQ IQ? . , Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this 1 F\ +n day of '-,,0, ~::ay . · 19 ...2.9-. , \ I') -, \.- \ r ) _J, . (' -----; '-.:..-A._~ . ,,\-, '~_, \-A,/.-'\.._, "'-: ~) Appraiser (Number and Street) Harrisburg (Post Office) . Penna. \ - \ 0; No ~ 0\ >. r- ""-l +-> Z ~ 00: I:: w <I> ~ W :s t> 0 :E <I> at ::> u w Q r-t \); \ : *' z (I) ce w <i ~ Q. Gi ~ ~ :=i; > +->... a:: rij o...c c:: W +->... I:: Q. ::3 A ~ u) a:: I:: <I> Q. ~) <t ~ ~ ~ ~ '"tf (J) ~ (IJ LL. ~ I\~ x I ~ r-.: c3 <1>'" 0 ~ tI) '"ci' <t t3 0 tI) .~ & ~" ~ ~ ~ t> l- S. ora r- 0 0 :> ~ ~o ~ ~ W <I> <I> E-i 0 z 0., s. 2: +-> ~ +-> (J)'" W "5 \ :;Ii (J (lj +-> <I> ~ ~ ~ ~ Z +-> (lj '1 ~ :s ~ \" <t ~ ,... ...:1 8 ...tI) "'0 "'0 S "'0 ...:I d ~ s.... l- I:: +-> I:: ," t; !:: 't2 0 \): (J) ><: a:: :s 0 1'\3 +-> (lj \"'" ~ a:: .rt ~ tI) (lj <C 0 ~ ~ ..c:'" +-> C>a~ .a +-> "'0 ..0 ~ r= w S 53 ~ Q. '"ci' <I> ..-. :$ J: 11$ +-> ,~ <I> 0 I:: (lj ~ li> l (lj 0::: w ~ <I> ;:, Z ~ Q ~ +-> C o~ -l-> a.. ..... ". Co? .S I:: '(j) 0 ~ ~ r- tI) :s ~ f.y ~ ..... 0 0 ~ z 0 1'\3 '"0 Q) , \ W a ~ <I> ~ 0::: Q) ..-. 0 +-> ~ ~ k: Cii q w a: