HomeMy WebLinkAbout07-13-79
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.~ RCC..33 (4..731
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
, ,
, ,
RESIDE~T DECEDE~T
COUNTY OF CUMBERLAND
IMPORT A~T,
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death. unless an extension is granted
by the Secretary of Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
Pennsylvania
} AFFIDAVIT OF
EXECUTOR
ADMINISTRATOR
IN THE MATTER OF THE ESTATE OF
Pauline J .;Hummel
(STATE FULL NAME OF DECEDENT)
County
County of
Cumberland
J'"
State of
~
Ellis Euqene Hummel
of the estate of the above-nomed decedent being duly sworn, depose 5
Executor
and soy 5
(MONTHl
Nome and address of attorney or }
other outhoriz:ed rep"rt:uentative to whom
011 correspondence should be moiled,
(DAY)
, 19~J testote leaving 0 lost will, copy of which is hereto attached..}.
(YEAR) l.xrx<<0(1'X
Decedent died.
April 5
G. Thomas Miller, Esquire,
BoX 1166, Harrisburg, PA 17108
That as ~.uch. Executor deponent is familiar with the affairs of said estate and the property constituting
(EXECUTa R-ADMIN1ST RA TOR)
the assets there.of and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent. or deputy of another, or in decedent's individual name, with right of access by' another as agent or deputy, with the
exception of the following: -
NAME AND ADDRESS O'F BANK OR OTHER INSTITUTION
IN WHICH DECEDENT. RENTED A S....FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception' of the following, for the reasons hereinafter set forth:
of this returr,
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. It also sets. forth the
mortgage encumbrances upon each parcel of real property at the da~e 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 valuati'on of each of said parcels, .the estimated market value thereof
as. of date of death of decedent. f ,
That Schedule 8 attached hereIo and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the. decedent at the time of
death, whethh in .decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
, .'
banks, trust companies, or other in'stittit-ions, whether individual~y, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the 'last interest day prior to decedent's
death in the case of savings .banks,' and to the date of decedent's death in all o'ther cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebte~ness of the United States to the de-
cedent; all obligati.ons,' whether by statute 'or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wear'ing apparel" jewelry, sih;erware, pictures, books, works of art, household furniture, horses, carriages',
automobiles, boats? and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
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'"o'r";-oiher,"instruments in writing
for the payment of money of which decedent died possessed, of whatsoi~~er:inaI'u~~j:---iw).t'ii.::':'interest thereon,' if
,_f" " I ",. ......./ '";. .
any, giving the face value and estimated fair market value thereof, and!ir-...such..-est'i'mated/(a.ir.market value be
. ~...... .V" - '/ ........ ',- . .
less than the face value, it sets forth briefly _ the reasons for such 4:epre~9Iatio~ as f~each:'.i.tem; all mon~ys.
payable to the estate from life insurance policies carried by decederit;~ all-annuity and enCld~ment contracts
.:"/ ....~...
the proceeds of which were payable upon the dea th of the decedent; all. and ~th~ corpora'te -s{oc"ks and. dividends
..J....., ,,- ..........
due thereon and unpaid as of the date of death, bonds and accrued interest .thereori.'to.th-:e.date of decedent's
. . ;- -. - -
death and other investment securities owned by the decedent at the time of....death, ,yjth:tlie"~arket value there-
of at such time. /,...J' .".0-'..\'"
."
~
In the case of securities of close or family corporations, the values reported are as far as
posslhlf> substll.ntiateri b~' financial statements of the corporations, showing the assets ami liabilities
thereof RS of the date of death. The schedule also sets forth the interest of rlecedent at the time or
dpl\t.h in any co-partnership or business, and In support of the value of such interest there is annexed to
said s('h~d1l1e, finRncial statements showing the assets and liabilities of sairl co-partnership or tluslness.
A corY of thp co-partnership agreement, (if oral, a statement setting forth the nature of the d.~reement)
tn):!;l'th.>!, ....ith Ii statement setting forth the character of the business, its location, and such other facts
j1f'rt.llilllli'1; to the business A.S may be pertinent to a fair nnd ,just appraisal of the decedent's interest
UlPrpil1 JIlll"t 1)p !'>uhmitted. It should also set f'orth in itemized f'orm, together with the fair market value
thprf'of', RUY other propert). owned or bequeathed by the decedent at the time of neath.
The 5cf>edule C attached hereto and made part hereot' sets forth 8. true answer to each inquiry
contlltnf'rl tht~rpin and in the case of transfers of property, real or personal, within two years of decedent'!,>
dpl\th, in contemplation of decedent's death, or intendf~d to t~ke erfect in possession or enJoyment at or
srter rlenth. said schedule sets forth the nature snrt value of such property, to whom transi"erred, the
relationship of the transferees to the l'1ecerlent, the proportionate share received by each transferee and
all other f'acts of a pertinent nature regardin~ sairl transfers. In the case of transfers intenden to
take eI'f'ect in possession or enjoyment at or after defl.th, there is also attacherl to the schedule a copy
of th(' (h~ed, trust agreement or other instrument creating the trust. Ttler.~ is also set forth in said
schedull" fl list of all property, real and personal, with its value, which pa~ses fit decedent's deRth h~
virtue of the exercise by decedent, either individually, or Jointly with another, or any power or ~JlPoint-
ment vested in decedent, either incl1vidually or jointly, by the will, deed, or other instrument 0"1' another,
with II ('opy of the InstrlUnent creating such power attached to the schedule.
ThRt Scf>edu/e D attacherl hereto and made part hereof sets forth the nElmes Flnri addresses of fill
persons beneficially interested in this estate at the time of decedent's rleath, the nature of their res-
pect1\'~ interests, their relationship, if any, to the decedent, together with the ages at the time 01'
rlecpdent's death of all minors, annuitants anrl benericiaries for life unrler oecedent's Will. It a]so
contains a statement showing which of the beneficiaries named in the rlecerlent's will, lr any, died prior
to decr-dent, the dates of their death, their issue, and the relationship 01' such issue to thf' benf'ficiary.
That 5.:hedu/@ E attached hereto and marle a part hereof sets rorth a] 1 property, real and per-
sonal, owned by the decedent Jointly with another or others, including intanl!;ible, standing; in the name
or the decedent and others, plus the date and place or record of instrl~ents efI~cting the ,estiture of
rea] f'state anrl the date of acquisition of personalty, plus the name, ficlctre!';s lint! rplationsilIjl. if :lln.,
of co-owners to the decedent.
That Scf>@du/e F attached hereto and made a part hereof sets t'orth full,' :U111 in d.,t'1il all ,tt'ht~
and deductions claimed ror ann on behalf of this decerlentls estate, inclwlinp; t'uJlcrlll expenses paid:
family exemption, where appl icable; costs of administrRtlon of this estfltp: ('OlIllS.'l f...es :Lnfi f'urlicInry's
conunissions paid or to be pflidj cost expended for burial trusts, tombstoTlPs or ~rll\'>mi1['kers, and reli-
gious services, in consequence of the death or the decerlent; debts and claims owinp: ann unllairi flt time ot'
death; taxes accrued chargeable for period prior to de(:erlent's death (except those allowed und~r Section
651 of the Inheritance ann Estate Tax Act): togpther wit.h fl statement of {'oll:tll'ral pl,,'dgp.t t'nr obliga-
tions, if any. It is agreed that the fiduciary will present proof of sui(l claillll'd ot.:.li:~1lti<lfls upun r.'-
quest, that if the amount actually paid in settlement of any ree, commission or cteht is less thA.n the
estimated Rmount claiming and fillowed, that the same will be reported to the Register of \Hl Is, and thlll
the amount of tax assessed can he reassessed in accordance therewith.
That the totals of the appropriate columns in Scherlules "A", "B", "e", "E", and "F" as directed therein,
have heen carried forwRrd and properly registe!"ed in the SununRry.
Fu-t
M'~
.......Ellis~~n~./Humrnel
(EXeCtLtoT-~~
Box 297
.....-..............-...............................
(Street Number)
New Cumberland, PA 17070
(City or Tow" and SttJ.te)
Subscribed and sworn to before me this .\l.~.......
79
.....19............
day of
.~l
Charmaine Y. Fent Hot..., PuYir
My Ccmmission bpires Fcbruorf 1. 1981'
K.";sbu,,,. PA D.uohin Cooatv:
July
NOTE: Before si~ning aff'idavit. make sure all blank spaces in the arfidavit Ilnn schedllle~ annexed are
f'iller! in with details o,r, the'7"wol"rt. "None", and in Cllse the assets include rure linn unlisterl securities,
I securitips of' close oT'\tamll)' co~porations or fl.n interest in any co-pa.rtnership or business, that thf'
< ,-
rifltl1 flnd stfl.tements' N!''l~rid unc\er the para~raph flhovf' relatinR to Scherlulf' "B" Rrf' attached. .\lso mulw
('prtftfll thfl.t column if1 in thf' "Sul\lIIary" has been properly completed as Ilhove-dlrectert.
"
RC Ca34 [4~73J
-.
,COMMONWEALTH OF PENI'iSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE tAX
RESIDENT DECEDENT i
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece.
dent. Property held by the decedent as tenant ,in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
h ef d as joi nt tenon ts with ri ght of surviorshi p or tenancy by en ti reti es shou Id be reported on Schedu I e "E. ")
The real property loeated In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a4
creSj also statement of mortgC?ge encumbrances upon each parcel at death
of decedent. TO.'l(e5, assessments, accrued Interest on mortgages, etc.,are
to be .llsted on Schedule IlFn:and must not be d_e~ucted from this schedule.
(1)
(2)
(31
DHARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR VEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VALUE
Tract situate at 1700 Bridge Street,
,New Cumberl'and, PA., improved with
one-and-ahalf story dwelling house.
See Cumberl~and County Record Book
22-K, Page 280.
Hlt.JOI ~
7
Not known
$35,000.OlV
"
".
.~
.
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
35 000.00
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RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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CO~~IONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time o~ his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "En. Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.D.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. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, not~s, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or: fiduciary in said capacity, partnership interests, interest in anyundistrlbuted
estate or or income ~rom 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
Lis t and describe fully
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
2
1976 Buick LeSabre Automobile
I,..-
3,200.00
I,
100.00~
75.00~~
35.00-
35.00....
25.00~
25.00""-
40.00/
150.00/
200:;00/
100.00/
50. 0 O~
50.00"
50 .OO~-
10.00'
75 . 0 O~
20.00'
75. OO~
1 - 6-pc. bedroom suite
1 - 2pc nylon living room suite
2 - 3 pc. fotmica coffee and end table se s
1 student desk (blonde)
1 trailer bed 3/4
1 ~ibrator chair
2 - 3 pc. lamp sets
1 grandfather clock
1 piano (needs repaired)
1 ReA TV (console)
1 Frigidair refrigerator
1 Tappan single oven range
1 - 5 pc. kitchen set
1 odd single stand (blonde)
1 Whirlpool washer-dryer
2 - 2jpc. lamp sets
1 air conditioner (bedroom window
Fifty per cent (50%) remainder interest
in Estate of Ellis Hummel, deceased
75,674.00-
Insert this total opposit~ "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
79,989.00
199 fer 00
I
RCC;:3b
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
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RESIDENT DECEDENT :
(1) Did decedent, within two years of death, make any transfer of any material part of' his. estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) n~
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including: a spouse) in joint ownership? (Answer yes or no) no
(3) If the answer to (1) or (2) above Is in the affirmative state:
(a) Age of " decedent at time of transfer
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of' decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfet' of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj~yment at or after his death?
(Answer yes or no) no
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no).
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end b~fore his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) no
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income'therefrom? (Answer yes or no) T'ln
(6) If the answer to (5) (b) above is in the affirmative, ~tate whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) no
(8) Did decedent, at any time, transfer propertYJ the beneficial enjoyment of which was subject to changeJ
because of a reserved power to al terJ amendJ or revokeJ or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) nn
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the benefi~iary reserved in the decedent alone or the decedent and others?
(Answer yes or no) no
NOTE 1: The answers "to these questions should be supported by affidavi t by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is "yes, set forth below a d~scription of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
Insert this total opposite ftTransfersft, Schedule ftCft in the
ftAs Reported" colunm on the last page of this return.
"nmc-
. '
RCC-37~. (12-6))
CO~IMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
W'
~.
It t\
,~~
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Ellis Eugene Hummel Son Yes 1947 100%
,
,
,
,
,
,
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
i
None
,
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- 0
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So.
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SUMMARY
(Sch. "A")
...(Sch, "B")
....(SCh. "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate.
... II
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::::~ ...l U U
(1 )
(As Reported)
$
$. .
$
$ d'
$...
$.
, .
~
~
(2)
(As Delcrmined)
$
$
$
$
$
$
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RCC.38
~
.'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
. '
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi t.h ano-ther or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule
"An, plus the date"and:Place of record of instrument effecting vestlture, ~ut do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as In
Schedule "B"~ plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
DescriptIon of Property, Date of AcquisitiQn, Name unit percentage Estate DEPARTJ~NT VALUATION
Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write
of Record of Instrument where Real Estate. In This Space.
&: ><X ><X <X ~ ::x> 30 1'X Value of Value of
~ ~ &: 3< ~ >Qo ~ ~ &: I:> Entire Decedent's
I:> ~ ~ <X :x &:
6( ~ 'Y :x ::x> 6( property Interest
,
Savings Accounts owned jointly
with Ellis Eugene Hununel, son
of decedent:
1. Account No. ,0010192565, CCNB
Bank, N.A. New Cumberland - I
Balance at date of death: i I
$1,,906.16
\.l" 1
50%
,/'
953.Q8
,
I
Account No. 24621, First Federat
Savings & Loan Association,
Harrisburg -
Balance at date of death:- i
$4,031. 26 .&vJ".9+, g 7
2.
3. Account No. :001-0002227, State
Capital Savings.& Loan
Association, Harrisburg -
Balance at date of death:
$11;513.17
\S'1. :Lo
U: \;l\ 'O\lot
TOTAL .
50%
50%
.
Insert this total opposite ~Jointly Owned Property~, Schedule "E~
in the "As Reported" column on the last page of this return.
?f3J LIZ
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REV"4B4 ta.7Sl
, .
. County, Number and t-fame ( ~J) ('11J"1'ltHJ'J?1 iRQ SUMMARY
File Number ?1_7R_(\,aLL
Date 01 Death lI-5-78
COMMONWEAL TH OF PENNSYLVANIA
Estate Name Hummel Pauline J. TRANSFER INHERITANCE TAX
(LAST.NAME) (FIRST NAME) (IN1TIA'L) RESIDENT DECEDENT
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
,
Penniylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposi~e each item in the last column to the right in Schedules "AU, ".B", "C", and "E".
, ..IdA/'( J 1/ f, 'f1:'5---I4"'.I)
Dated: 7 No~ember 1979
:
INHERITANCE T APP ISER
; REPORT OF THE REGISTER OF WillS
I, the undersigned duly elected Register 01 Wills in and lor 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 IIF", which greater or lesser amount represents the sum
cllc.wec! as a deduction.
Dated:
REGISTER OF WILLS
ADJUSTMENTS
INVENTORY VALUE AS APPRAISED ODE (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ :;".t\~ nn Oll+ 92+
Personal Property (Schedule Bl 70 089 00 1ll+
Joint-Held Property (Schedule E) 8)1832 lI3 2ll+
Transfers (Schedule C) None 30+
TOTAL GROSS ASSETS ,,, ~~ 8~1 43
Less Debts and Deductions 40- 93-
ISCHEOULE FI
CLEAR VALUE OF ESTATE
Valuation of life estates or .~ PRINCIPLE FACTOR VALUE ~
annuities.................... ~ - $ 1== t=. r
.~
ESTATE TAX ASSESSMENTS -$
FOR USE OF REGISTER ONLY ~ COMPUTATION OF TAX
Tax on $ 2% $
Tax on $ 6% $
Tax on $ 15% $
Tax on $ $
Tax on $ $ ,
Exemptions . (') As evidenced by Charitable
Total Estate Exemption Certificates issued
TOtAL TAX $ by the Secretary of Revenue.
Less tax previously, paid $ t=
BALANCE $
Less 5% of tax if paid within
3 months ofter death. , $
BALANCE OF INHERITANCE TAX DUE $ I
Add interest at rote of 6% from
'0 $
AMOUNT OF ESTATE TAX ASSESSED $ t:::
Estate tax paid $ I
BALANCE DUE $
Add interest at rote of 6% from
to $
TOTAL TAX BALANCE $
PAID $
Supplemental Codes: (FOR USE IN HARRISBURG ONl Y)
48-Adjustment 6O-lile Estate 93C-Chari:ty 96-Successive
49+Adjustment 92+Remainder Appraisal 94-Rema inderResidue li Ie Estate
56-Annuity 93-Remainder Deduction
FOR USE OF REGISTER 'ONLY ADJUSTMENTS
NOTE: Where subse'hent adjustments are made to the above computation of tax by the .Register of Wills, for proper reason,
same should e ":ote below, with short explanation.
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REV-518 (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. 0; BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
/
Ellis 'E. Hummel
RD III
New ~umberland. PA
(Executor or Administrator}
1-7070
, ,
j
In Re: Estate of
P~t,liT\~ .1.1. Hummel
" ,
"
Cy.m1:;r9J?1:i:t<l~
County - File No,
21-78-0194
Dear
You are hereby notified that the Original
appraisement in the estate of Pauling 'J . Humme 1
has been filed in the office of the Register of Wills of Cumberland
County on '7 NnvpmhpT' ,19--28 Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
9 35 onn,nn
79:989.00
None
8.B32.43
$123.821.43
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, 12 P. S. 2485-1001, P. L. 373.
Title
./DL'f/o 1- qho~4)(d J
Appraiser
Date
7 !Ievere,ber 1979
Signed
NOTE: This is not a bill.
.
.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105'
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE November? 1q70
COUNTY Cumhp.~]~nrl
FILENO. 21-78-0194
Whereas, Pauline J. Hummel late of New Cumberland
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 'it.h day of or"; 1 19 .:za., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Gloria J. Richard ,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.
DESCRIPTION OF ASSET UNIT Appraisement
V ALVES Made for Inheritance
Tax Purposes
Real Estate $35 $
000 00 ."" nnr nn
Personal Prooertv 79 989 00 79 989 00
Transfers. -o- n
Joint Propertv 8 832.43 " "."" /.'"
Total Estate ~123 8:/1,4' "."7 n". '.7
,
,
-
- -
.
;
;
:
,
,
;
,
,
Have been duly sworn accordiDQ to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 'tth day of NO\/Amber 19 7~
. .II/Mild f l1'I'/..d.l )
, Appraiser
(Number and Street)
HRT'T'; ~hllT"1J
(Post Office)
. Penna.
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