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Home My WebLink About11-13-78 ~ ~t:C~IO;"(i{"-4) t7COM;;ror.WEhTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX.OIVISION MO\' 13 \978 INHERITANCE TAX RETURt!l' FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS '* 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 one year after date of death, unless an extension Is granted by the Secretary of Revenue. Wi'I$' .a.p?~.' 'f " ~No. . 19_1, ~ being duly sworn according to law, deposes and says that he is the Mildred M. Ertel (Name) of 307 E. Marble St., (Address ) widow and Administratrix Mechaniscburq, P (Exec., Adm., Le~tee, etc.] lote of Mechanicsburg, 1'ennsylvania (City, Borough, or Township) 3/29/78 (Dote) consisted of the assets listed below and that allowable debts and deduCtions exceeded the fair ma~ket value of the assets and Lawrence E. Ertel of the estote of deceased, and that the whole of the estafe of s(lid decedent, ..who died on no PennsylYani~ ,Transfer Inheritance Tax is due. the 191ff ~ -~ " . "'e,,, ,Notary Publfe 7.rt!'l~ Utd~col 7H ~t:::P (Signature) (Title) ~~ Type of Asset: ... Real Estate; Pers. Property,Jointly Held Prop. or - Transfers :.:, ~ 'MyComml"lon E"~;r;;'A~;i123. IQZO . "'V / .. A>5ETS ....__ . (Attach additional sheets if necessary) Des~ription of Asset Estimated Marlcet Value Department Valuation CAUTION (Do not writ.e in this space) '150. 00 AutoJrobile Funeral. 50% of the value of a 1973 Chevrolet station wagon Received .frcrn M::>torist Mutual Insurance Co., as reirnbursanent for funeral expenses under the Pennsylvania No-Fault M::>tor Vehicle Insurance Act 1,500.00 /' \ 500. 00 ) Insurance Proceeds frcrn a settlE!lleIlt under the Survival Act (the total settlanent was for $14,000 frcrn the Nationwide Insurance Company, with 25%, or $3,500 being attributable to the Survival Act and 75%, or $10,500 being attributable to the wrongful Death Claim) . 3,500.00 3,500.00 TOTALS 5,750.00 5150.00 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointeeJ 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 foregoing ~edule ot tILLvolues set.forth'Op'po..ite eoch .item in the lost co~umn to the right. '-'>) .0 0;--... \\~\ \...~ ~ a e . - - Inherltance~Ta' Appraiser . .~ Amount Approy.ed by Regi ster Name of Payee OEBTS AND DEDUCTIONS Nature of Claim Amount Claimed 2,156.65 Myers Funera Home Funeral Expense Seidle Merrorial Hospital Final medical expense 55.00 G::>ldberg, Evans & Harrisburg, PA Family Exemption Katzman legal fees payable for generating re- coverY under the Survival Act Family Exemption 500.00 2,000.00 Dauphin Deposit Trust Co Pay-off loan for aluminum siding on home in Mechanicsburg 2,137.89 York Federal Savings & lDan Pay-off loan for aluminum windows 327.00 * CCNrINUED CN ATrACHED HEE:I' TOT ALS I REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in ond for the obove County, do respectfully report thot I hove .ollowed deductions in thel 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 deduction. Date of App,ovo'! "=I-A .1 If Iq'7() IO-I.~Y._b ( ~ ;g ~ ~ o ?O -0 ;D ~ ~ ~ ~ ~ ~ ~ & i ~ '" . ~ .. -< ;;: o :I 0" ~ CO ~ o - ~ - . ~ rn ~ ~ rn o "1\ " ...u o .,. ... % 1ft 3< ~ ~ rn ;D o "1\ ~ :J: rn ?O -0 ;D ~ ~ ~ ~ '" ~~ t~ ;.. ;; ~ ~ o' ~ s ... % 1ft ~ o \~ . o ~ \ . ...r ;'~ ~ .~ Cumberlarid County Nat'l Pay-off Master Charge a=unt Bank arld Trust Conipany Corrno~th National BanJ<l Trans W::l1d Airlines Gulf Oil ICorporation J.J. Ske]ton & Sons Sears, ROebuck & and IConipany 1__ 1 . - ~ Pay-off Master Charge Account Pay-off aIOClunt payable for vacation taken in 1977 Pay-off a=unt for tires as gasoline Payment for balance due on fuel oil for the period of July 1, 1977 through June 30, 1978 Pay-off Account 'IDI'l\L ....~ ........ 1. , . 625.15 487.63 438.81 163.17 234.56 296.45 $9,422.31 - ' , . . . _- ~ I ~. _taLtA ? -'~ REv-ets (B..78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBU RG 1710S IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Mildred M. Ertel 307 E. Marble St. Mj:Io,..h~n; f"9b~lrg7 PA (Executor or Administrator) In Re: Estate 01 T.;:l'fJ?"~n;"A 1i' E~te17 Sr Cumberland County - File No. ?1-78-0196 Dear I You are hereby notilied that the Origin~1-Tn~?1ue"'t pppraisement in the estate of Lawrp.:nC'P F. F.,..t'Al.. ~.... has been filed in the aI/ice 01 the Register 01 Wills 01 r."ml",.,.l"nn Fount yon 'i Fph.,."".,.y , 19..t9-, Said appraisement reflects the lollowing "aluations: Real Estate Personal Property T ranslers Jointly Owned Total None $5.750.00 None -None $5.750.00 As to such tax that is paid within three months from date 01 death, a li"e (5%) IPercent discount is allowable. As to any tax that remains unpaid alter nine (9) months (Iifteen months when death occurred Irom December 22,1965 to June 16, 1971, inclusive; land twelve months when death occurred prior to December 22, 1965) Iram date 01 death, interest at the rate 01 six (6%) percent per annum is charged. Date Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt 01 said notice as provided by Section 1001 01 the Inheritance and Estate Tax Act 01 1961, 72 P. S. 2485-1001, P. L. 373. '-...Q - .. Signed-'t-QA-> \=,,~Q-c~---t-~ - 0 Title 5 li'ebr'lary 1979 Anmin; ~rr~"";'TA officer Nate: This is not a bill.