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HomeMy WebLinkAbout04-07-78 ...... , !~ C C..l0:; (3~7 3) INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS CUMBERLAND COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION COUNTY OF Thi~ return must he completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine months Qher dote -of death, unless on extension is granted by the Secretary of Re....enue. ~,NQ," 19_ I, PATSY L. WHEELER / ..""'., (NAME, rK:iisc:- J ~duIY sworn according to law, deposes and says thaShe is the 233 Green Lane Dr~ve of Camp Hill, Pa. 17011 (ADDRESS) di'mghrpr and tran.sLe;cae-_~ (EXEC., ADM., LEGATEE, ETC.:' Lower Allen Township \~tOWNSH1P) of the estate of MILDRED s.,~" COLEMAN lale of deceased{and that the whole of the estate of said decedent, who died on_June 30. (D2-PE-'tL."__~-----,----~ ^- -------- ---~-~-_ 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. /~ /<J, /:? _<~ /I~~[~Y /)' !vli~dl/ ( GNATUREl PATSY L: WHEELER l TlTL EI Sworn onc:l subscribed before me T .'f?A""L ' " v'7'" , ",--_;, ~pe-o - -;;s'e-J~t'jL't '~qkE ~tot~ .,ger'$_~\ ,'_ tb;tBl-,j)R~rty~)ointfy - --^--Wbtif;;P'r6'p. or Transfers Estimated Market VQlue Deportment ,valuation CAUTION {DO: :not write in this space} (J(), &0 ASSETS (Attach additional sheets if necessary) Description of Asset Pers. propert~ I I Furniture Dauphin Deposit Trust Co. - Checking Account No. 23-45-335-4 - Balance Social Security Check Pension check for June Transfer: June 24, 1977 - from decedent' checking & savi~g Accounts into Dauphin Deposit Trust "a6mpany checking Account No. 90-00-719-0 in the names of decedent's daughters, Patsy L. Wheeler and Sue Gruver 200.00 6.17 289.60":"1 137.36~1 /PI d,fr "/' 1,232.02 TOTALS $ 1,865.15 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that 1 have appraised the real and personal property as reported in the egoing schedule at theft vall1cs set forth opposite each item in the last column to ,the righ:*fY} __ '(. //x- ~ ;~ ~ Dated: )( '14' llNHERITANCE TAX APPRA1SERI DEBTS AND DEOUCT10NS Nature of Claim Amount Claimed Amount ApPfo-ved by Register Nome of Payee Stone Funeral Home Funeral Expenses R. J. Romberger Grave Marker P. P. & L. ' ecedent's Account Pomeroy's IDecedent's Account CCNB Master Charge IDecedent' s Account Benjamin G. Musser, M'ID. Decedent's Account Kunkel Surgical Group Decedent's Account Stanley R. Goldman, M.D. Decedent's Account Charles T. Isaacs Anesthesiology Decedent's Account Myers, Myers, Flower & Johnson Attorney Fee 1,794.00 395.00 16.59 159.79 123.28 115.00 60.00 72.00 45.00 175.00 I 1$ I 2,955.66 ::J,a c t", k6 \}j {7,j ~ TOTALS 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 alUnved deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a or lesser amount in lhe last column to the which greater or lesser amountrcpresents the ,allowed as a Datc of ,Approval: -, Inheritance Tax Division RCC~81 (6~i3j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPL Y PLEASE REFER TO NOTICE OF FILING or APPRAISEMENT P"tIly L hlheeler (Executor or Administrator) In Re: Estate of t4ildred S.,i:olern<lfl____ Cumberland County - Fi Ie No.21-78-0176 Dear Mrs. Wheeler: You are hereby notified that Ihe !n.lOl "p.nt appraisement in the estate of 14ilnT'en s. r,alp'fflAn has been filed in the office of the Register of Wi lis of r,.,mhp'T'hmrl County on July 24,1978 , Said appraisement reflects the following valuations: Real Estate Personal Property $1,865.15 T ronsfers___~,_ Jointly Owned Toto I ____~El65._15~___ As to such tax Ihal is paid within three months from dole of death, 0 live (5%) percent discount is allowable. As 10 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. L. 373. ~~ ' ,,'I' , , jL, / Dote ~_~q, 1978____ Signed _,_",r~-1{L/'fiijf~,-,,==~_ Title ,CllleflllJprahe.r Note: This is not 0 bi II. ... i~~ '"' t"" >~ 0 ;:: ~ _. " ::f - " " :::, - ~ 0 is: " -, ;po ~ ~ 0- 0 -, t"' "Cl g. ro . 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