The URL can be used to link to this page

Home My WebLink About12-21-78 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN -~- FOR INSOLVENT ESTATES ONLY" ~ OF RESIDENT DECEDENTS RC'~-103 (3-73) COUNTY OF Cumberland This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine months after date of death, unless on extension is granted by the Secretary of Revenue. Will a 1- t) ~e_ 'I. ~ 3 Admn.No. 19____ I, Norman Ray Swigert (NAME) ~ 33 W. Willow St., Apt. 2, (ADDRESS) Carlisle , PA Misc. being duly sworn according to law, deposes and says that he is the of the estate of Hazel Mary Swigert late of Executor {EXEC., ADM., LEGATEE, ETC.' Carlisle Borou~h (CITY, BOROUGH, OR TO NSHIP\ June 5, 1978 lOA T E) deceased, and that the whole of the estate of said decedent, who died on consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed b~fore me the /rtt. doy of ~/ . 19~ ~,.~ (SIGN URE) Executor ( TITLE) ~\)7. 'Q"/ r",;Et1_;: .. ~ C. I..' , ~... "",'< T y pe(&f.i~!isM: l'~~)..:.;i;~::~ Estimated Department Real Estate, Pers. ASSETS Va luatian Property, Jointly (Attach addition,,1 sheets if necessary) Market CAUTION Held Prop. or Value Transfers Description of Asset (Do not write in this space) ~ 1,604.54 ___- ~ ~Olof. 51 Pers. Prop. CVS&L, Sav. Acct.#151741, bal. CVS&L, Int. to 6/5/78 29088+ Ol~gg CVS&L, CJD #6692791"'-- 1,000.00 /OtJ{).t)O CVS&L, Int. to 6/5/78 32. 57 t.---' ) -.3':>..5 7 Check, Medicare Reimbursement 5.60..... ,...-' ..:{ II /) TOTALS 2,672.59 ~ "7;}. Sr REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser i~ and for the above County do ,respectfully report that I have appraised the real and personal property as reported in the'f.t,;egoing schedule at'.the valuess(:tJorth opposite each item in the las t col to the right. c' , Dated: '2-- " (INHERITANCE l'AX APPRAISER) Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register Norman Ray Swigert ami1y Exemption Register of Wills Letters Test. & 1 Sh. Ctf. Register of Wills iling Insolvent RCC G. Book Roth Fun.Home Carlisle Memorial Service,Lettering Memorial Mas1and Associates ast Illness James R. Humer ttorney Fee 2,000.00 19.00 3.00 2,270.90 77.00 210.00 125.00 TOTALS 4,704.90 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the sum allowed as a d uction. ~ '}l ~') n r::r/'. . C' \ Date of Approval: --1 ,r/ 0..;1- /l 4 I-, If ' .'" V I L- .~ 10---. ( 'ij, I .-:-_5 17 VCUMBER~ND l61LLEY 5~ING75 AND L04N ASSOCIr\TION 16 West High Street. Carlisle. Pennsylvania 17013 249-2525 August 14, 1978 James R. Humer Attorney At Law Farmers Trust Building One West High Street Carlisle, PA 17013 11 - '7 f'~ Lt Y. -) RE: Hazel Mary Swigert Estate Date of Death: June 5, 1978 Dear Mr. Humer: Please finG listed below the balances and accrued interest on the only two savings accounts held in the deceased name only as of June 5, 1978: ~. #151741 Balance -------------------$1,604.54 y/' Accrued Interest ---------- 29.88 ~. #6692791 ~ Balance --------- --$1,000.00~. Accrued Interest --- 32.57 ./ ,r/ Total --------------$1,634.42 Total -------$1,032.57 If additional information is needed, please contact this office. Very truly yours, 1J;b~( J.1I~ R;Chard L. Kuntz Bookkeeping Dept. R E V-SI8 (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 Norman Ray Swigert 33 W. Willow St., Apt. 2 Carlisle, PA (Executor or Administrator) In Re: Estate of Hazel Mary Swigert Cumberland County - File No. ?1-78-0443 Dear You ore hereby notified that the Im;olvent appraisement in the estate of Hazel Mary Sw:i gert. has been filed in the office of the Register of Wi lis of Ct11TlhlPrl.<l11i1 County on 8 March , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Totol None 2.672.59 None None $2,672.59 As to such tax that is paid within three months from dote 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 dote of death, interest at the rote 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. 1...~()73. Dote 8 March 1979 Si gned Title Administrative Officer Note: This is not 0 bi II.