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HomeMy WebLinkAbout10-19-78 Form No. RCC-62 (7-69) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER f10.000. UNDER SECTION 701 OF ACT OF .JUNE 1.. IN1. EFl"BCTIVE JANt1ARY 1.1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) .~. '-It ~ ., . County of . .~~~~~~~~. ~......... Margaret I. Hq:ffert - ,-.',.~': '.. < >.~.D. 1490, F1eetw~J.'.Berks COunty, Pa. 1~5.22 . . . . . . . . . . . . . . . . . . . . . '.' · . . . . . . . ..' . ',' . . . ',,' . .. . . . . .. of ................................................. - . -(Name) . .. - , . '. (AddreM) (. . . (. '., - . . being duly ------~~Q~!l:.-------------________.according to law, deposes and says that he is' the ~_____h~_ggQn~i_______~_~_____________________ -:: -.' " ' , .' . (Exec., Ad~., ~tec, Etc.) of the estate of ----~~!!~.:.M!~:~!!M____~___..:---~-~.:--~-- who;e' l~st reside~ce ~as ---~JZJ~~'QR~__~9!Q~~t.stX~~h_.~_______ ( - ' . '. -, . '(N'o.) .c , . (SeMt) , ~ ~ . "" (.. - - ," - ...' , -----~!.-!!~!~-mm------mm-_m______.deceased, and that the whole of the estate of said decedent, who died __M~.Y._!ZI__J~Z~____ (City, BoroUBh or Townshipl . ii, , (Date) consisted of: ( . T i _. ..\. ,'OFFfCE 'OF THE REGISTER OF WILLs-" . ~:A-~G ~11~1B_ ~ REAL PROPERTY "REA~--PROPERTY IN PENNSYLVA~IA. WITH STATEKENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAIIES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. u Real Estate Estimated NONE Value ... - I' ~ ;txJJ / - I Personal Property 35 shares common stock of United Utilities, Incorporated now United / Telegraph Communication valued at $19.00 per share V $665..00 nited States Savings Bond, Series E, issued February 1943, No.. Q1l5326636E, valued at - . v :-'70~69 . . " ~735. ,69 Totat . . .. - .... '.... ( - ~1 - 7g -J./:ij/--, it::> -/K'~ - t, . 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 qeath and the type of account, account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value $5,000.00 Consolidated Natural Gas Com:Rany 7-3/4~~~benture due July), 1994 No. V 1397 issued to "Mrs. Isabelle tvf scull andivIrs. Mar aret 1. liuffert' dated August 26, 1969. ~ I. v 't ~ LJ) ~'t"' \ . ~ 1/2 of value $5fOOO~ op~Fa:rmers ;T~6!t~1!lp:t.ll~..:~i!~e: ~rtificate of ~posit iss~~d;. .' .-' ~ceJ:nber 6 1974 to 'r'JSalJelle M. ScUll or Mar aret I. Huffert" Interest - pay e every . ree., _ mon s. ~ ~ . Total Transfers within TWO YEARS Prior to Death NONE 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, orin 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 NONJ-t: - B~NEFJCIARI.~f? .. ( ~-- ~- . "'. . - - ~r l~;.. "- .RELA ~IQNSHIP . A~,'OF_ -LIFE BENEFIcIARIES AND ADDRESSES .SURVnrED ,. ~ (If atep-e1i11dren or'-- 'DECEDENT t. J\NTS' OR INTERES~9F (State full names of all and theil' addresses who have illegitimate children ,S';I' A TE . Y,E~~_ ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estat~a "...arejjnyo}xeft.;let. ~' 'AtrD~1s'f,H . OF I III ,~S,!, A T~ j i fotth this fact.) . c...(gR~N(}- .,'J - DE ~NT' . . Margaret i~ Huffert - ( R.D. ~49.e. .,J?leetwood, Pa. 19522 Daughter Yes sui j urJ,s :.' 100% -- - . . ... RESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE' eist first five items in the spaces so provided, observe notations thereon, and instructions. l ,t DEBT OR CLAIM NATURE OF SAME AMOUNT' .JrHIS COLUMN , t(EGIST~R 9NL Y Funeral expenses paid $ $ " u. ~ , , .' - .. 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 I I -- - Total ". Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi' debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this. . . . . . . . . . . . . . . . . . . . . . j .' -y ~ + ...'" .())lQWlt..... . ,. .t.l..I. '.f.JJ............. L ~ (j (EXecutor-Admtnt8ttb~r) Margaret I. Huffert R D. 1490 . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (Street Number) ........'1.#...... day of ..~.........197f. ..............~%.~................... NOTARY PUB[IC Reading, Berks County, Pa~ M) tL......issilln [::pir:r- r_1. 1 1QQ1J J. .~~~~~??~~ . ~~~~~~y~~~. . ~~~~~. . . . . . . . (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 transfel'l'ed in possession 01' enjoyment to collateral heirs of the decedent after the expiration 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 J . I >~ '"l 0 n n ;: :tii a:: Q.. ..... a ~ 0 e= z = ~ :~ > ..... ? = " = 0 t-3 ..... C') ~ ~ ~ C') ~ ..... .trJ 8 t.%j [ g, ~ Sa .~ to t;Ej ~ :g .~ ~ ..... ~ ~ :g 8 Q) 'trJ 0 ~ 0 ~ :::!. ~ ~ ~~ :~ t.%j ~ . ..... z ~ Sa :e. en ~ ) ~ 0 == ~ ? > ~ .1-1 :(l) 'CI) > 'WJ t;Ej Z . ..... :8 t-3 ,.;j ,.;j ~ = .su t.%j =: > =: = .::s ~ ~ > l'I2 :0.. .~ 0 ~ ~ ~ - :~ ~ ~ < ~ ~ ~ > ~ = ..... ~: - > ~ Ul ~ ('I). tJ:j - ~. ('I) en a:: ~ > ~. .., t"4 [: tJ:j ~ z ~ . ~ "-J 00 t -' . RC C-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBU RG 17127 IN YOUR REPLY PLEASE R~"FER TO Inheritance Tax Division *' NOTICE OF FILING or APPRAISEMENT ..._, I. ..".. LJ). 14M 1Iee'~1.'. ~ ... 1'511 (Executor or AClmTnistrator) In Re: Estate of I..'~'. 11. ..., t ~--L~''''' County - Fi Ie No. 11-7..... Dear You are hereby notified that the 8IPt~_.1 appraisement in the estate of 1.,,-11_ II. Iee11 has been fi led in the office of the Register of Wi lis of 'n~. .11_. County on I' 0..... , 19Ja-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total .. l. 71'~~' 1,ftA&...72 --a ',lta.41 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~. Date It Get__ 7. - Signed \~)":X"l.a _ )< ; /.~&--1..~ T i tl e I!!IlCd .......... . ~.. Note: This is not a bi II. RC C-2 (2-64) DEPARTMENT OF REVENUE ~URE'AU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE _\ 0- \ <<\ - -1 9 COUNTY~ ftLE NO. 2- l - ( <8 - 04.3 b lateof~ Whereas, in the County of Commonwealth of Pennsylvania, having died on the \ l-t::JL. day of ~~ ~ 19:1!a, seized and possessed of an estate subject to Inheritance \ under the laws of the .Commonwealth of Pennsylvania; Therefore, I, ~ en k. , 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. Unit Appraisement Delcrlptlon of AI..t ValulI Mad. for Inheritance Tilt Purpoles RQ~~ ?~ $ NttVE ?~ ~~o":'~ 13S Coli \/\A -" fl 1) A.. _ \"J ~ ~~N~ ~ ~ ~ rM-~4-Q~- ~1UJ. 'P" ---"--~ l~ OB L( 1? -U~ ---. ---J '-J '-J . \~~ 1,820 4' . Having been duly sworn arrq~ to law, I do hereby c formity with law on this day of Apprailer ~~:.s (1Wt 0ftI~ , Penna. ~ E-l ~ ~ z :z; ::: ~ ~ C:l l> 00 '-1 ~ Qd ~ -" s:: ~ ~ ~ ~ ~ <::> ~ E ! t < ~ ~ ~ "~ ~ ---. ~.. E-- ~ "~ ~ ~ < -. C:l '-> ~ :z; ~ ~ ~ E-l 0 ~ ~ t: ~ l:\l '-> ~ l:\l t; 0 ~.. ~ ~ ~ - .... ~ 1 0 ~ ~ to) '" ~ E-e ~ !: 1;; ~ - ~.. '-> "'t ~ s::: :!: <:l l.tJ Q ~ l:! c:s ~ ~ E-t Q :5 - ~ ..() ~ .... ~ t:S l t4 - ... ~ ~ .... 1;' ~ ~ to) ~ l:3 t:: ~ "i ~ .... = ~ ~ a::: Q t;) "0 ~ ~ z Q ;: .~ ~ a.. ~ ~ .. t;; .S :t '-> ~ ~ ---. ..., ~ tu l.tJ ~ 0 "~ tu" ~ Q::;' tu l:.) ~ - ~ ~ t; ~ t:S it: Q ~ ~ .... ~ VJ ~ "