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Home My WebLink About02-13-79 (2) RCC-33 (4.73) ~L\' :& COMMONWEAL I'll or PE:-;:-;SYL \' ANf..\ DEPARTMENT or RE\'E:-;UE BUREAU OF COUNTY COLLECTIONS SUPPLE~ffiNTAL REPORT COUNTY OF rTlMRERLANl) RESIDENT DECEDENT IMPORT ANT, This return must be completed in detail and filed ill duplicate. \\ith all attached, with the Register of Wills of the County where decedent resided; Return is due within nine months afler date of death. unless un extension is granted by the Secretary of Re\Zenuc. (Section 703 of the Inheritance and Est:lte Tax Act of tQ61.) 1:-; TilE \lATTER OF TilE ESTATE OF } AFFIlHVIT UF I,XEClITOR lUUllXJ6XItXIKM HARRY O. FIERY (STATE FULL NAME OF DECEDENTl Lote of Cumber land County State of E.enn~van-ia } '" County of Dauphin XJQ"X.x.xiX~ R T CHARD_W.._CLECKNER-" of the estate of the abave.named decedent being duly sworn, depose Executor and ~ay Decedent died Mrir,...h 17, '978 IMONTH) Name and address of attorney or } alher authorized representative 10 whom all correspondence should be moiled. . 19_{:estate leaving a lost will, copy of which is hereto attached. } jYEAR} Intestate (DAY) p l)"nie 1 n. 1 t) and,-Esq.. 31 N. Second Street, Harrisburg, Pa. 17101 Thai as such Execu tor deponenl is familiar wilh the affairs of said estate <llld Ihe properly constiluting I EXE CUTO R.ADMINIST RA TORI the assels Ihereof ,1I1d their fair market value. That al Ihe time Ill' dealh there was no safe deposit bo\ registered in decedent's il1di\"idual name. or jointly with, or as agent or deputy of another. or in decedent's illllividu.ll name. with righl of access by another as agent or deputy, with the e\Ceptillll of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN .....HICH DECEDENT RENTED A S....FE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Thai Ihe contents of said safe deposit box or boxes are itemized under Schedules with the exception of the follo\,,"ing, 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. II also sels forth the mOrlgage 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 auached herelo and made parl hereof sels fOrlh fully and in detail all personal property wheresover situated owned by the decedenl at the time of death; all money:o. left by the decedent al Ihe 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, \,,"hethcr individually, or in trust for :.Iny other person or persons giving also separately the accrued interest thereon, if any, down to the last intcrc~t day prior te, decedent's death in the case of savings banks, and to the date of decedenl's dealh in all other cases; alt bonds, postal savings, treasury ccrlificates or notes and other evidence of indebtedness of the United Stales to the de~ cedent; <Ill obligations. whether by statule or agreement they are designated as I<IX free. of the United States, or any state, or political subdivision thereof. or of any foreign country. which arc owned at the time of death: all wearing apparel. jewelry. silverware. pictures. books. works of art, household furnilUre, horses, carriages, aUlomohiles, boats. and any and all other personal chattels of whatsoever. kind or nature, left by decedenl, 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 promissory notes or other instruments 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 he less than the face ,,<due. it sets forth briefly the reasons for such depreciation <IS to each item: all moneys payabk to the estate from life insurance policies carried by decedent; all annuily and endowment contracts the proceeds of which were paY~lble upon the death of the decedent: all and Ihe corporate stocks and di\'idcnds due thereon ,1I1d unpaid as of the date of dcath. bonds and accrued interest thereon to the date of decedent's dealh and other in\"estml'lll ...ecuritil:s owned hy Ihc decedent al the time of dealh. wilh the market ':alue there- of at such time. RC C.2 (2.64) DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT PP M DATE '"nuarv 18. 1979 COU~'TY rll.hpT'l ~nrl nLE NO. 21-78-0172 Whereas, Harrv O. Fierv late of Mechanicsburo in the County of rll",hpT'l "nrl Commonwealth of Pennsylvania, having died on the 17th day of March 19 78 , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Gloria J. Richard 0 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 10 this estate is transferred 1n 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 1nterest. Oucrlptlon of Au.t Unit V.IUII Appr.ilement Madl for lnh.rltanu T.. Purpolu -D- o 3 324.13 0- -0- $ -0 3 324 13 -0 -0 ,324 -12- P t Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 18th day of Januarv 19~. ./-P/.tlH/J 9..l1/J"..I""",/,/ // Appnlwr 1846 8roo~wood St. (~\J1n~ and StN'tt) Harrisbura (Pod om~t) I Penna. , '* COMMONWEAL TH OF PENNSYLV ANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO REV.i~d8 18-78) Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Richard W. Cleckner (Executor or Adm ini strator) In Re: Estate of Harrv O. Fiery Cumhp.rbmd County - File No. ?1-7R-n17? Dear Mr. Cleckner: You ore hereby notified that the suoolemental appraisement in the estate of Harrv O. Fierv has been filed in the office of the Register of Wills of Cumberland County on Januarv 18 ,1979, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total _n_ $3,324.13 -n- -n- $3JZ!i.. 13 As to such lox that is paid within three monlhs from dote of death, 0 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 deoth occurred prior 10 December 22, 1965) from dole of death, interest at the rote of six (6%) percent per annum is charged. Any parly in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Seclion 1001 of the Inheritance and Estate Tox Act of 1961, 72 P. S. 2485-1001, P. L. 373. Dole Januar'J-18... 1979 Signed m~"'/.19 (Jlj't-),nulJ Title Chief Appraiser L ------ Note: This is not 0 bill. ~ ~ is '" " i:: .~ :.:~ ~ " (l) >- o 7. !:J ;:: ~ l- 7. t..l ..-: t..l <J) "" c: c.. c.. -< t..l ~ r:: ~ o ~ ~ ~ -< ::; =: ;:: '" o ~ o W I- < I- <J) w ." " ~ " " " - " >< 0 n: w H ~ o >< n: n: <<: :r: '0 c: <1l ..... " QJ ..a 5 ::l U ~ o 5:; " .... .:: " " > ~ ~ :; ~ c.. ~ o '0 ~ -;; (l) ~ :; ~ cJ ~. c u ..l ~ '" < IX ... ... ~ Q Z ~ I- IX o ... ... IX RCC-39 (~158) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of FIERY . (Last Name) HARRY (First Name) SUPPLEMENTAL SUMMARY o. (Initial) 1/17/7R . FILE NO. ;:> 1-7R-n 17;:> DATE OF DEATH REPORT OF II"HERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of r.llf!"1hp.T'l ~nrl Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values sel forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: Januarv 18, 1979 It.llVllJ{f. ,fi,',.htJ vi} INHERITANC, TAX APPRAISER REPORT OF TIlE 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 !OF", which greater or lesser amounl represents the sum allowed as a deduction. Dated: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) SUpp. Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions SUpp. (SCHEDULE FI CLEAR VALUE OF ESTATE Valuation of life estates or annuities. . . . . . . . . . . . . . . . . .. $ ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY Tax on $ Ta x 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 BALAI"CE 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 ra te of 6% from to REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED $ $ VALUE AS REAPPRAISED $ 334 1 781. 4 $ 2 542 67 1= t= t= COMPUTATION OF TAX 2% 6% 5% 10% 15% o $ $ $ $ $ (0) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ $ $ t= $ $ 1= c$ 1- $ $ TOTAL TAX BALANCE S PAID $ t= FOR USE OF REGISTER ONLY ADJUSTMEI"TS 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. Rec-os A~' '." COl[llO)/YiEALTH OF PE~)/SYLVA!'iIA TR&~SFER INHERITANCE TAX SUPPLE~lENTAL RESIDENT DECEDENT SCHEDULE "8" PERSONAL PROPERTY ISSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent Jointly with another or others must be 11~ted under Schedule "Eft. Intangible personal property, titled In the name of 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 fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jey,'elry, wearing apparel, household goods, anrt furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasur~- certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay- able to the estate or firluciary in said capacity, partnership interests, interest in any undistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe 1\111y UNIT \' ALUE DEPARTltENT VALUATION (00 not write in this space) ESTlllATEJJ MARKEr VALUE 1 Columbia Accident and Health Ins. Co. Reimbursements Medical Pa. R.R. Voluntary Relief Fund The Mutual Beneficial Association of Penn Central Employees Metropolitan Life Ins. Pol. #140 413 766 Railroad Retirement 257.40 647. 19 742.00 2 3 425.54 1,252.00 4 5 I nser t this to tal apposl te "Personal Proper ty", Schedul e "B" In the "As Ilt!ported" column on the last page of this return. x X 53,324.13 3,324.13 In the case of securities of close or flimily corporations, the values reported are as far as possillle substHntiaterl by financial statements of the corporations, showing the assets anrl liahilit.ies thl'reof IlS of the llnte of denth. The schedule also sets forth the interpst of' deCf:'dent at the time of rlelith in nll~. ("o-pflrtnf:>rship or business, and in support of the valup of such fnt.erpst there is fHmexed to soid sl'!lpdnlo-', financi1l1 stfl.tements sho.....ing the assets flnrl liahtlit.if>s of salrl co-partnership or !lUslness. ..\ 1't1J1Y of till' co-pnrtfwrship agreement, (if oral, a stateml"mt setting forth the Iwtllre of thp ttgrf:>em.mt) tog,ptlu'r ..,itll a statplTlPnt set.ting forth the character of the husfru-'ss. its location. and sHch other fnets j't"rt.'tinil..<!. to thl' \Jusiness fiS ma;y he pertillent to a fair anrl ,just ll.pprnlsal of the rlecpdent.'s interest ttlt'rf'tn mll.;:;t hl'sllbmlUf'rl. It should also set forth in itemizerl form, together with the t'fl.ir market value thprpof. 11n:>-' otlwr property owned or bequeatfled by tile decedent at the t.ime of fleHtlh TIl... 5c"pdu/~ C ftttflchen hereto and made part hereof' sets forth 1:\ true Itns.....'er to each inrttli"y contlilnpd tl1..n'ln RlIIl in thf' case of' transfers of'propf'rty, reRl or I'ersoI1RI, within two years of ftf~cedentl s opath. in l'()1l1pmplatioll of decedent' 5 deflth, or int.enlled to t"lke effect in possession or enjoy"umt fit or after death. said schpdule sets forth the IHl.ture Hncl vttluf> of' sHch proJlerty, to whom trl1f1sl'f~r'rpd, t.ht' relationship of t.he trfltlsferees to the decedent, the proportionate shure received hy ench trllnsferee I1wl all other filets of II. pertinent n/\tllre regarniilg snirt t.rllnst'ers. In the cnsi'" of trltllst'ers intenried In take et'f't~ct in possession or enJoyment at or after 11pltth, there is also llttRcbp.1 to th~~ schedule /I COllY of thp flel-'d, trust agreement or other instrument crel\tln,c; the trust. Thf~r'> is also Sf"t forth In sulll schf?dlllf> II lIst ot' ull property. real anti personnl, with its v/tlue. which pn~ses I:\t. tlf-'CpdpTlt's df-'Htil II:> virtue of the exercise hy decedent, either indivirluully, or.1ointly with Ilnother, or auy power or appoillt- ment \'estyd ill dpl'edent.. eIther itlCttvidlll:t.lly or .1oilltl~., tJY ttlp w'ill, deed, or other instrument of utlotht>j', ",.ith It copy or tllP instrlU'Io-'nt crellting; such po.....pr Htt.Rehed to thf~ sclledllle. Ttlltt 5c/lpdule D Ht.tnched hereto nnd made part hereof sets forth thl' rlltmps Rwl arldresses 01' 1111 persons benef'iclttlly interested in this estll.te at the time of' dt:"cedentt s Ileath, the 1l11ture of thpir l"f-'S- pective interests, their rellltionshlp, if any, to the decertent, tog;ether with the Il,l!;f_~S Ilt tilt' Urn" of' clecl"df-'nt's rletlth of Itll minors, anlluitllllts and heneficinrfes for life llIHh~r. decedt-mtts Will. It nlso cont.ains fl. SUttement. showin~ which of' tile heneficiAries nlUlled jll tlw dpcPllpnt.' swill. If any. cltr-d prior to decr>dent, t.lLe (llttes of their denth, their iss1Ie. (Old the relationship of such issue to thp helt..t'iciary. That 5.:/1edule E attache!l hereto and murle a pa.rt hereof' Sf'ts forth Itll I,,'operty, !"l-'a) Itlld per- sonal, o.....neri by the dec",dE'nt. Jointly with another or others, inclwling intllngible~ stanrlinJ.?; in the IIltmt~ of the dec(>(lpllt. and ot,lH'rs, plus the dl:1te and pl1tce of recorrl. of' illst.r\llIIPllts f-'l'f'f'ct.illg; th~ \f-'stjt.llr'~ ot' renl f-'stnte nlld th~ date of acrjuisitioll of personalty, plus the fHl.1net lu1dl'l.'sS IIlId r,'lntinllshll" If' ;lln, of co-oWners to thf' decedent. That Sc/lf"du/p F ntt.ttched h~reto and made II. pnrt hereof 51"t5 f""th I'ull:--' ;Hlll in d.q"dl loll ,khl~ nnll deductions claimed for Ittlrt on behalf of this tlecertentts estllle, illclllllin~ l"lJllcral t'x;H't\ses paif1: fnmily f?xpmptiotl, Whf'rf' ilppl ieuhle; costs of administration of this pstllU': l'OWIS"] l"'~:s :md t"lId1cll1r\':~ conunlsslons paid or 1.0 be II/l.id; cost expendf'd for hllrial trusts. tOl1"lbstntles Ill' gr'.<l\"m:11.kl'I".', ,t11l1 rl'll- gious sprvices. in consequence of the rl(~8th of the decl~clellt; ri(~hts and claims o.....inl!: Ullri unpaid ilt time of death: taxes ltccrued charg;eHhlf~ for periorl prior to rlecerlent's denth (excppt. t.hose 111 lo....ptI Unlit"l' S'~clioll (i51 of' t.he In!iprit.mll'p awl Estate Tax Act): togPtllPl' ......itll 11 statement..1" l'o11~il"ra] pl"!!!..'_!'.! :\'r nldiJ::'- tions, if' any. It is agreed thut. the f'iduclllry will pre:'wnt proof' of :-.ai:\ claiflll'd old i:;:l( i'l!IS 1.1\1\)11 1",'- f}\IesL that if' the nmoutlt actllftlly pllil) in settlement of any ree, commission or (tellt. is less than the estimat.ed amount clHiming tlnd allowed, that the sUme will he reporterl. to t.ile Hf~gister of' WiJ Is, HIllI tilllt the 8m01mt. of tax /-lssesserl cnn lIe renssessed in accordance there......i U.. That. thp tnt.llls of tllp npproprintf" columns in Schedules have 1Jf"f"1l carripll I'nr......nrtl and properl y regisle!'efl In tILe find "F" us din~eted thereIn, Subscribed and sworn to before me this ...........i!..7 r~ .. day of .pctober..m..... 19m..78 ..........J&~.N~~::~~ ................ "A", lOB", "C?-'0"E". Summary. !) , I~\~! J(li IRtl\~ .........~(ii~~t~;~~~bt~O;;Ii~mm I 31.. N . .. Second...S t .. (Street Number) Harrisburg, ...Pa...17101... (City or Town and State) MY COMMISSION EXPIRES Jl\N, Hi, 1980 HARRISBURG, PA" DAUPHIN COUNTY ~OTE: f'il1f:>d Ih>l'nri" 5 Ignlng ftff"idavi t mnkp 5111'.' in with lIplails or the ......ord "~OIH~", flll blank spacf>s III U.e af'fidnvlt lHlfl schf'dulps alllH~xPfl III't~ linn ill CHse the aSSl"ts inclllde rnre nlld un11stpcl sp("uritips, securities of close or family corporntions or ~lll illtprest in any cn-purtnership or bIlSillf'Ss. Lhnt tht'! O/ttH /lufl st~lf-'l1lPl1ts rprjuirf-'d under flIP jlllrn,c;rHph IlhoYf> relat.ing to Sctwrlu1r. lOB" nre Ht.tJlehed. \lso mid.:" cf!rUdll that enlumn #1 III the "Sunul1llry" tlas he en propf'rly complf~tf"d as nhovp-dlrf'ctpd. ~ ~ 0- ~ I ... ~ " ;.. .., ~ , z " :z: - I '" '- '- ~ I ~ ... " " ::::: >- v , '" A' '" ~ :; Q:::; j; j; 0: ~ ..... ... .. H ;,; <::> ." ;:: ;:: '" Q) .; ... '- '- ." < " .., .., " ..-j F- .~ ~ r{ ~ LL - .... 1: "6 '" "c " .. ~ :z: 't ~ <>. " ;.. ~ ~ "- <>. .., ...... .. "- '- .. 0 ",' :!E ""<: ""<: ""<: ...... '" ~ 0 " - ~ '" o..l ... .., -;; F- ." ;: 4 "" z .., '- 't ~ . < :.:..: H " ~ " 3 " . C"' ;.. H ::::: -::; <! '" .c - ." ~ :>: Q... " " \ 0: ro "" '6, ... t! ~ I <; <;- ~ 1: ";: " ::: ... ... <;. ;; - ... ~ <<: Q c ~ Q " ~ <>. '-t.l l"\: ;; ':! ";;: ~ ""<: "- '- ::. - .., ~ '- '-t.l ~ ;.. " .~ ." <<: Z .... -':: '" " '" i.i.: .:;: <; " e Q ""<: '"" In '" 0: