HomeMy WebLinkAbout02-05-79
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
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 nine
months after date of death, unless an extension is granted by the Secretary of Revenue.
(wi'iD
.~'.No.
17'524
206 1928- I,
Nancy J. Beam
Kenneth Beam
(NAME)
of R.D. 2, Gardners, Pa.
(ADDRESS)
M~..
being duly sworn according to law, deposes and says that he is the
Executors
(EXEC" ADM., LEGATEE, ETC,)
late of Dickinson Towhship
(CITY. BOROUGH, OR TOWNSHIPl
of the estate of Marrsaret S. Iveirsle
deceased, and that the whole of the estate of said decedent, who died on March 25. 1978
(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.
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Sworn"'and sub~s~cdl:!,e'd~before me
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the 7. day or". .,~.
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t:;{!:/A:::~u
Executor
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( TITLE]
Type of Asset: i.T.. t t
Real Estote, Pers'.,i -:co .'
Property, Jointly
Held Prop. or
Transfers
ASSETS
(Attach additiOnGI sheets if necessary)
Description of.Asset
Estimated
Market
Value
Pers. Property
Jt. Held Prop.
Proceeds of auction 4-25-78
132.982 shares Wellington Fund
354-.85
1151.62
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300, 305
V-l5'l.08
TOTALS
Department
Valuation
CAUTION
(Do not write
in this s ce)
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300.35
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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 p.ersonal property as reported in the (ofegoing schedq~e a!1the v.alues.se~forth opposite each item in
the last column to the nght. ;.j-Q.:\:::, 'c-\v.JL~
Dated: ~ {INHERITANCE A APPRAISER]
Name of Payee
DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Claimed
M. Lee Dugan
1713.00
Funeral expense
Family exemption
Filing fee
2000.00
3.00
TOTALS
3716.00
Amount Approved
by Register
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COMMONWEALTH OF PENNSYLVANIA
DEP ARTMENT OF REVENUE
. HARRISBURG
NOTE: TO BE SUBMITTED .INtRIPLlCATE'
oeT ~!, FHA
Pennsylvania Depurtment ~I Re~enue"
Bureau af.County Collictions .' .
26 S. 4th Street
Harrisburg, Pennsylvania
. .Dear Sir:
. .'
: Pursuant.ta'Section 742, Pennsylvania Inheritance and Estate Tax Act 011961,
. we he.ewit.h subOn:it the following report: . .
NAME OF REPORTING'
FINANCIAL INSTITUTION CONE Balik, ;LA.
ADDRESS 3313ridge Street, New Cumberland, PA 17070
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT. Checking #071-000290-8 eo Savings 11071-115329-0
NAMES ON ACCOUNT
OR INVESTMENT Margaret \'Teigle with K.L. Beam
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Harg<lret Heigle
ADDRESS.
AND COUNTY E. ;J. l/2,Bo,,427 , Ge.rdners ,PA 17321:
County .- Cm:lberland
DA TEOF DEATH "!arch25 ,1978
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR . K. L. Beron'
ADDRESS
Unlmoll.'U"
RELA110NSHIP 1'ODECEDENT Unlmo'lll
DATE DEPOSIT ORINVt:STMENT
WAS ESHBLls~,ED,' Ck.c,9/6/TT
BALANCE, INCLUDING INTEREsrj
DLE, ATD:>TE OFbEATH S " .c.J.:.:-:~300.35
Sav.-l/T8
S'nv. -~:51, 1.\ 1)[$. Oi)
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Signature / TITLE
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REV-51a (B"78}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Kenneth L. Beam
R.D. 112, Box 427
Gardners, PA ]7324
(Executor or Administrator)
In Re: Estate af
Margaret S. Weigle
Cumberland County - File No. 2l~78-0206
Deor Mr. Beam:
You are hereby noti fied thot the Inso1 ven t '
oppraisement in the estate of Margaret S. Weigle
has been filed in the office of the Register of Wills of Cumberland
Cauntyon February 22 ' , 19Z2-, Said oppraisement reflects the following
valuations:
Real Estote
Personal Property
Transfers -
Jointly Owned
Totol
None
3<;4 Ii<;
None
2,910.05
$3.264.90
As to such tox that is paid within three months from dote of death, a five (5%)
percent discount is ollowable. 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 dote 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, 72 P. S. 2485-1001, P. LOJ73. . . .
Date February 22, 1979 Signed d-Q..:;u \?'->-.-~
Title Administrative Offi""T'
Note: This is not a bill.
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