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HomeMy WebLinkAbout03-30-78 . -.. RCC-IO.3 lJ..73l COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETUR1\L FOR INSOLVENT ESTATES oNt.9' OF RESIDENT DECEDENTS AR 1 f) 1Q~LL.~ V"'';;/V~ , COUNTY OF ('T1MP.F'IH.l\1\ln ~ ~.No. This return must be completed in detail and filed in duplicate, with the Regilter of Will. in the County where the decedent resided within nine months after date of death, unless an extension is granted by the Secretary of Revenue. JF..AN L. NACE (NAME) ~ ~ duly sworn according to law, deposes and says tha~is the 19_ I, 953 W. Trind1e of Mechanicsburq, (ADDRESS) Road Pa. 17055 of the estate of RACHEL M. ANDERSON surviv~ Joint Owner <X :lUWt~X_~~.) late of Monroe (&A~1&01IQ\.l.ISi~~ TOWNSHIP) deceased, and that the whole of the estate of said decedent, who died on November 1, 1977 (DATE) 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 subscrl bed before me ~'C>'" '^" I' ~, the --~A.---doyof I ',rl:'.7oJ:'.",- 19~ ""-""-"Ai /-' '<>4'Yl" +-r1~ i 77/tZ-'U (SIGNATURE) , Jean L. Nace ( TITLEl Surviving Joint Owner I , Type of Asset: , Department Real Esto~1'li:~~~Y p 'LTC ASSETS Estimated Va luatlon I'~~K Jo;,' y , 'lD! lGl (Attach additional sheets If nec...ary) Market CAUTION ( rop. or Volue '''CI9lDlI,euA C Wluedalld County Description ofA...t (Do not write In this space) Pers. / Property The First Bank & Trust Co. Checking Account No. 111-080-8 Joint with Jean L. Nace on June 25, 1973. / ~v 362.49/ v ?v,J ~ 9 Date of death balance - $724.98 Household goods 250.0~ .;;)SC CO Medicare Re fund 73.0g..r T3 (X) Coltmlbia Accident & Health Ins. 87.0 :/ 'ill-CO Pennsylvania Farmer' s Insurance 42.86 '-tl 'j'(., TOTALS 815.35 ~ 8'16?:Jb REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the fOregOi~edUle at the values set forth opposile each item in the last column to Ihe right. a. _ K. }J fl?_ _ ~ Dated: INHERITANCE TAX APPRAISER) Nom. of Payee DEBTS AND DEDUCTIONS Nature of Claim A mount Claimed Amount Approved by Register Martin L. Myers Funeral Home Funeral expenses 1,780.00 Myers, Myers, Flower & Johnson Attorney Fee 100.00 -" ~ ." .~ ~ ~ ~ ~ 'c - Os :="0 ~< ~ ~ ~ >< .; z W :I: .... ;; E-< Z tLl :s tLl '" :;;: 0: 0.. 0.. ...: tLl ~ tl.. o 0: tLl E-< E-< ...: :s W :I: .... .. o tl.. o tLl E-< ...: E-< '" tLl . p. ..... .<:: Ul ~ o E-< Ql o \.< s:: ~ ~ o ~ :< ...1 't:l s:: III ~ i-l Ql ~ U ~ o e- " " o U ~ 'c ~ ,. ;:, ~ " " ~ tl. ~ o '" ::: ~ ~ ~ " o e e o u .... ..c on :a '" CL CL ..c c :z ..c ... '" o CL W '" . Ul +> <Il Z O+> <IlQl Z~C"'l P::.j..o"" o III 0 t-:l::E:r-- ~ "'''' III P: 't:l ..... r.l\.<S:: ~..... III 0'<:::> ...:IE-<~ Ii< >t . Ul .Ln s:: <IlNS:: P:~Ql r.l P< >< X ::;: 0 . p:tQl . s:: <Il.>t P:OO r"l e: >< . Ql ::;:P<...:I . RCCJU .....77i" BAN K NO. t/'" c!OMMONWEALTH OF PENNSYLVANIA 111-030-8 DEPARTMENT OF REVENUE DATE FILED NOTICE OF DECEDENT ACCOUNT STATUS 3/23/73 Submit in trupl icote wiWn 1Dlfa Y5 ciTter knowl ed ge 01 STATUS OF ACCOUNT NO: (JQ.INT. TRUST, OR INVESTMENT the death. J C' ::]~."~ EST ABCISHEITOA TE 'r-r .~ c.o, n \.J ./ j....-' RETURN COMPL ETED NAMES ON ACCOUNT SOCIAL. SECURITY NUMBER(S) FORMS TO LOCAL COUNTY ~_.c::::~l 1, . ,. .,:'::'~;::<~_~n ]. ~_"l-:.!. :_-11 -~ INHERITANCE TAX OFFICE .T':J r. 1. . l,:,:',ce SURVIVING DEPOSITOR (Boneflolary) INFORMATION DECEDENT INFORMATION NAME R ELA TIONSHIP NAME DATE OF DEATH TO DECEDENT. Jean L. HClC0 'i~'nT "'1 .;~ .L. .<;.<.c-~~9l 1:. ....::Hie 2~:.'::',n 11/1/77 ADDRESS ADDRESS 953 ~ .f Tl"i'l " T' ~ , . ~_e "'"''''''. f' ,-1,",\ i} . ~~l-'inr~.lG :-.d. Hec'1.anics"'Jv_::..'>..::, , D' 1 T-~ ,<,~ ,,-.) - ~ CITY C0U~TY . :1, ~.nd . _'- iC;JJn~,-~ ','," '., . (-~ :: i " ZIP CODE-L . ". ~ J IIAN!</INSTITUTION ADDRESS BALANCE OF ACCOUNT AT 000 $ _. ,-J INTEREST ACCRUED AND COLLECTIBLE AT DOD $ (J-J First ~t::,l.!::- -, r;:r'.1.:, -~ Ce. TOTAL $ 7' ; . Hain Ec.rT.~t c' ' '~8 . BANK AUTHORIZATION Hecha"j cs:"urg, PA 17055 I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCO RD WITH SEC TION 742 P I a. E TAX ACT OF Uet. ~GNA~FIN~2TOR O'3/~LI17? --::;e:, /Z'/-:L -'<"~- :UO p"'lnb.. "I "od.. Y "1961 :10 l:>Y XV! :UY1S3 aNY 3:>MoYllnHNI 3Hl :10 t~l NOll:>3S '1.I",Dd pll", pUD .W. pUD puoqln~ .Iq Pl"~ I~un...~y IS ''''''Of 01 pUD 'Sluno"o ."0'1' I,nsod:ep 10 .....0::11 !ft.....:>> 1D'I'ft'l 'SIUftO"O 1U8IU.lSeAU! IU!Or (t I~uno~~y ~1"1 It 14Uno~~y eul~~84t:> ~U!Or ~ I~uno~~y I&UI""S ~ulor (I '(p8PPD IISI,qdIU3) ,;(O(E$), I.DlloP pe'pun~ ...~~ penx. ~OU 1.0p ~I"P JO .1U14 .... ~D 1!lod.p .... U.~M ~unO~~D ~~nl 04 pl06... ul p..ln.... .q IID~I UOllo~!JllOu ON .luno~~D.... 04 "GA""nl '0 ,0AI",nl .... JO ....ppD pUD .UIDU .... puD UOI~"'I~1U1 ID!~UDUIJ .... ~HM ",D.p JO .~op .... ~o IIlodop UO '0 pe~I"'UI ~un_D .~~ '~"'~I.Aul .0 1Ilod.p ~11UI 'D ~UIO! .... JO UOI~""~ .. JO .~Dp .... 'uo...d penn.p .... JO ....DU .~~ &UIAI& Joo". .n......H JO ~"'IU"Ddoa .... AJI40U 04 .....p .... JO .IIpeIMOU~ "IJD dDp (01) U-. UI",IM uOI~n~lI.uIID!~UDUIJ .... JO ~np .~~ "'I 11""" II 'O!P IID~I ~UO~I.Aul .0 1I1odop .lp 04 "",Dd .'1. fO auo pUG .....0.10 ".'IIOUD .IoJ JIR.q. U! luo....d .10 uOlled D JO ._u .... U! .0 .JIM pUD puoqln~ UD", .."'" IUOI',OCI "'0'" .0 0101 JO I_DU .... U! DIUDAIMUU.d ul pe~D:101 uo!~n4ll"ul IDI~UDUIJ D ul po~"Aul '0 pe~llodop "I .<8u_ uo'UA.. :UO p.'lnbo.l "' "odo. ON '.(IIDnPIAIPUI ~uope"p .... .(q PI.~ I~uno~~y It OO'O(E$ '.pun .~uDloq D ",IM l~unO~~D ~ulor ll: "I~UnO~~D .HM pUD puoqlnH U - . . '* RCC-81 (6-73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY Pl.EASE REFER TO Inheritance Tax Division NOTICE OFLFIUNG OF APPRAISEMENT Jean . liice 953 West Trindle Road Mechanicsburg. PA 17055 (Executor or Administrator) In Re: EstaIe af Cumberland Rachel M. Anderson County - File No. 21-78-0156 Dear Mrs. Nace: You are hereby notified that thf Insolvent - No Letters appraisement in the estate af Rache M. Anderson has been filed in Ihe office of Ihe Register of Wills of Cumberland Caunty on Mav 18 , 19 78, Said appraisement reflects the follawing valuations: Real Estate Personal Property Transfers Jointly Owned Total None 815.35 None None $815.35 As to such lax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any lax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and Iwelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percenI per annum is charged, Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipI of said notice as provided by Section 1001 of the Inheritance and Estate Tax AcI of 1961, 72 P. S. 2485~1001, P. L. 373. Date May 18, 1978 Signed r~,~, _ k, ),j..fq, Title Chief Appraiser Hole: This is noI a bill.