HomeMy WebLinkAbout12-14-78
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Rc.,C-33 (<l-73,)
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
RESIDENT DECEDENT
D FcfoL~T~7cBF
. ,MlRB!
...., . ,~ ~ .
IMPORT ANT,
'this return must be completed in detail and nied in duplicate, with all attached-, with the Register of Wills of the
County w~ere decedent r_esided;: Return is due within nine months after date of death, unless 'an extension. is granted
by the Secretary of Re'tenue. (S~ction 703' of the Inheritance and Estate Tax:Aci of 1961.)
Late of
CUMBEm.A.tm
P)mlNS1tVAll.'IA .
, PERRY
} AFFIDAVIT OF
, ,
,EXECUTOR '
ADMINIST~A TO'R' .
'.
!.
IN THE MATTER OF THE. ESTATE \JF
1Jl~ 'I>!1Wi'lro~T '. ;
[STA 'FuLL NAME OF DECEDENT),~
'" .. ~ _r
.,
County
Stote of
}.",
County of
Decedent died
1-A9!' C~,m'>>:'O!1 '
of~t~e~stote of the above-named decedent being duly sworn, depose S . and soy S
Mn'r~h ,n 19:~{~~state I~Vi~~ d los' ~i1I;' copy of ~hiC~-'iS h<<:reto.~tt~che.d..} .
{MONTHl '~DAYf; (YEAR) m'estote , . t .
Executor
Administrator
~ ' .
Nome ond address of attorney or }
other authorized represenr,o'.ive to whom
011 correspondence should be moiled.
.,
,~~..
"
'-'!M!..E!'J ~
,_"',,,,,,, U5'''U''''-L_
~., 'l~"''''''' I: \(_.111;
?ntl ~tl"r.>pj, l:JE'i",,,r+, fin 17074
2(; North
That as such. EXQCb!i'f11" deponent.is' familiar with the affairs of said estat.e and the property constituting
{EXECUTOR.ADMINlSTRATORl .
the assets thereof and their fair market value.
. .
That at the time of death the~e was no safe depo~it box registered in decedent's individual' name, or jointly with, or
as agent or deputy of another, or in decedent':s individual. I'!ame,' with right of access by-another as agent or deputy, -with the
exception of the following: -.
NAME AND ADDRESS OF 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
rlONC
. ,.
That the contents of said safe de:posit box or, boxes are iteIl!ized unde~' Schedules'
with the exception'of t~e following,' 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
ill: the Commonwealt~ .of P,ennsylvania of which decedent .diedhaving.an interest ~herein. It also sets..forth_ ~he
mortgage encumbrances ,upon. each. parcel of real property at the date of death, giving t~~ amount still due at ~
death, name of mortgagee, date,. rate of interest, and book and page of record ~here,of. It also' sets forth in the
columns provided therefore the assesse4 valuation of each of said p-arcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personalproperty
wheresover situated owned' by' the decedent- at the time of,death; all moneys left by the decedent at ~he time of
death, whether in decedent's immediate possession, standin~ to decedent's credit in banks of deposit; savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or _persons
giving also separately the accrued interest thereon, if any, down to the iast inte~~st day ~ricrr t~ dec.~dent~-s-:--~
death in the case of ~avings banks, 'a.n~ to the date of decedent's death in all other cases; all bo~ds; pos"ii'I'. ::.J.{/
savings, treasury certificates or, !Jotes land other evidence of indebtedness of the United StateSr~t~..the, d~~,. ~.....
cedent; all obligations; whether 'by statute or agreement they are designated as tax free, of the Upited States,- ,..-.._ ..-
or any state, or political subdivision th~reof, or of any foreign country, which are owned at.the ti'me, of"-:~eath;{t- ;:.......
all wearing apparel, jewdry, silverware" pictures, books, works of art, household furniture, horses, carri~ges,
automobiles, boats, and any and all ot~er personal chattels of whatsoever. kind or nature, left b-y~deceden~,
together with the fairly. estimated market value thereof; all -bonds and mortgages held by' decedent and'of all
4 '.' _. .
claims due and owing de,ce-dent at the time of death, and all prom{sso~ note"s or other'instrumen~s in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with inte~est thereon,-if
any, giving the face value and estimated fair market ,yalue thereof, a~d if -such' estimated fair.market value be
less than the face value, it sets forth briefly the reasons for such 'd.epreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon -the death of the decedent; all and the corporate stocks and. dividends
due thereon and unpaid as of the date q~ death, bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the.market value there-
of at such time.
.
.
In the case of securities of clos8 or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof &s of the date of death. The schedule also sets forth the interest of decedent at the time of
death In any co-partnership or business, and In support of the value of such interest there Is annexed to
said SChedUle, financial statements showing the assets and liabilities of said co-partnership or huslne8s.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting forth the character of the business, Its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schrdv/~ C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schrdul. 0 attached hereto and made part hereof sets forth the names and addresses of All
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That S~h,dvlr E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
or co-owners to the deceden t.
That Sc~rdule F attached hereto and made a part hereof sets fOrth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in eonsequence of the death of the decedent; debts and claims owing anrl lmpa1d at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
6al of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the f'iduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules wA-, -B", -ew, wEw, and "F- as directed therein,
have been carried forward and properly registered in the Summary.
SUbaeri~ Bworn to befo
......._...__.._13~~d~f. .
.' 7;L1: ~...
/ Al Y.H 'CH. flofary Public
/ Newport, Perry Covr-:ty, Pa.
My Commission Expires F€bruary 8, 1982
this ...........................y
........ 19i.......
v
(Street Number)
......'i..~!~~pfP.V.........._
NOTE: Before signing affidavit make sure all blank spaces 1n the affidavit and schedules annexed are
filled in with details or the word wNone-, and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the .Summary. has been properly completed as above-directed.
..-..
,
.
.RCC:'34 (4~73)
COMMONWEAL Ttt OF PI!NNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
" descrlbetd by lot and block number, street and streot number, together with
a general descriptIon OT the property, with a reference to the record of the
c.on'feyanc.e by which the dec::edent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon eoch parcel at death
of decedent. Taxes, assessrnents, accrued Intet'est on mortga.ges, etc..,ore
to be listed on Schedule "Fit and must not" be deducted from this schedule.
(1)
(2)
(3\
DEPARTMENT
VALuA TION
CAUTION
(Do not writ.
.In this spa.:e)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
ESTIMA TED
MARKET YALUE
House, garage and lot in the Borough of New
Cumberland, form<!rly LO\~er Allen TO','mshi p,
Cumberland r~unty, being No. 506,W. 15th steeet
and being more particularly 'described in Cumberland
County Deed Book T Vol. 12 at page 472 (less
,jl{
62BO.
$43,600.00 t-~,600.00
adverse conveyances)
-
-
)1/22 ~7u! Ptr~J't, '1~
~'~,-/i'1J
'I
ill z.../)
}
~'
Insert this totol opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$43,600.00
~_.j
RCC -,35 .
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*~
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: 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 li8ted under Schedule "E". 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, d~spite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, househo~d
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in. bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary 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 fUlly
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Proceeds fr?m.sa1e of perso~al property and
house hold ltems on May 13,1978
Savi ngs Account #001-00014396
CeNB, New Cumberland
-2,259.25
2,259.25
1<
7,708.79
7.708.79
First Federal Savings and loan
Account #2521
5,876.86
5.876.86
Checking Account-CCNB~New Cumberland243-632-7
.,
152.33
152.33
'.....".---.' .,-.....
, ~.
,~. ->t-,'
~"' i
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
,-
.fS-;g~1.~i3
$15.997.23
"
'Ree - 30" .
COMMONWEALTH OF PENNSYLVANIA
TRANSt~R INHERITANCE TAX
SCHEDULE "c"
TRANSFEIlS
*~
RESIDENT DECEDENT
.(1) Did decedent, .within two years ofdeo.th, make any transf'er of' any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) NO
(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) o. r (2) above. 1s in the affirmalJve. state:
(a) Age of decedent at time of transfer N!'J.A
(b) State of decedent' 5 heal th at time of making the transfer. (Note 1).
(c) Cause of decedent' 5 death. . (Note 1).
(4) Did decedent, in his lifetime, make any trans f'e I' of property wi thout receiving a valuable or ade}luate
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 possibil~ty that the property transferred might return to transferer or his
estate or be subject t~ his power of disposition? (Answer yes or no). NO
(b) What was the transferee's age at time of decedent's death? N/A
(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 before his death:
(a) The possession or enjoYment of or the right to income from tht;' 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) NO
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others Nt A
(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, transfe'r property, the beneficial enjoyment of' which was subject to change,
because of a reserved power' to al ter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) NO
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary 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 affidavit.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 description of the property
transferred, it's f'air 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 Sthedules A, B,. or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
None
.
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" CQlunm on the last page of this return.
.~.
RCC~37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
",.' +',
-i,.
__S9!IEDUr"E "0".
B!,NEFICIARIES
....~*~
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
.. R I'''~nrp
New Cumberland no relationship yes .'. r,500.00
.., .. ~.-. .. , ,- .~- . ... 0 .. 0 0 - -. .. - '....< ~~. "', ., .... . .. ... '..
.. .. . . .. .. ,.. ~',-~ .. .. .- .. . .' ...-, . . '" ....
\ ,_:~.
Mark Miller '.,
New Cumberl and no re 1 a tionship yes 1,000.00
Ida. L. Wol fe
New Cumberland no rel ati6nship yes 500.00
-
Bill Cameron
Mi 11 ers town, Perry Co. grand-nephew yes 500.00
Nila Gravbill
Mil 1 erstown Perry Co. orand-.niece' ves . 500.00
Rph~ /1 ~Ic;mp..
Millerstown, Perry Co. grand~niece yes .'25% residuary
Madalene K. Cameron
Mi 11 ers town, pe rry Co. niece' yes 75,% residuary
Linda L. Fl eminq " .
Mt. Morris, Michigan n..,n.l - yes 500.00 '.
,
..
.
..
.
..
-
,~
(
h
"
,
;."
NAME
. Deponent further says that all the above-na~ed Qeneflciaries a~e living at this time except below:
DATE OF DEATH
RESIDENCE
..
o .
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.. ..
...
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'2'" S
.- - ='
S"-
."il.8
..: S.
.:. B"~
S
:I~
~!!8.
&ls~
~
SUMMARY
...(Sch."A")
...(Sch. "8")
...(Sch. "C")
Real Property ......
Personal Property .......
Transfers .......
Gross Taxable Estate . .
(1 )
(As Reported)
$ ..
$......
$ ....
$... ...
$.. .
$.
(2)
(As Determined)
$43.6()().()O
$l.5.997...2.3
$ .
$
$.
$ 59 .597.23
... :I:l
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:. t.l ~ ...
.. ::;; ...
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-=-="'t:I j 0 0
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R,q:-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schectule must disclose all property, real and personal, owned by the decedent jointly
wi t-h another or others, including in~angibles, standing in the name of the decede.nt and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule
"A", plus the date and place of recor~ of instrwnent effecting vestiture, but cio 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 acquisitio~, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of' Record of Instrument, where Real Estate.
y<.
XX&%
unit
Value
~ xx: 60
&60~V0~/<2
xx: V0
'X><IY
~ 0O<y
NON E
\
;
pe reen tage
Share
6<
<X
X IY 6<
Insert this total opposite "J~intly Owned Property", Schedule "E"
in the "As Reported" column on the last page or this return.
Estate
Valuation
IYZ38
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of
EnUre Decedent's
property Interest
None
REV..stB (8-781
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
1710S
IN YOUR REPLY PLEASE
REFER TO
*'
Inheritance Tax Di\vision
NOtiCE OF FILING OF APPRAISEMENT
\ '
Leyder Cameron
(Executor or Administrator)
In Re:
Estate af tt Ida Elderton
Cumberland
County - File No. 21-78-0227
Deor Mr. Cameron:
Yau are hereby notified that the orill:inal
appraisement in the estate of Ida Elderton
has been filed in the office of the Register af Wi lis af Cumberland
County an 12-21 , 19 78 , Said appraisement reflects the follawing
valuatians:
Real Estate
Personal Praperty
Transfers
Jointly Owned
Total
$43,600.00
15,997.23
-0-
-0-
~:'9,597.23
As to such tax that is paid within three months from date of death, a five (5%)
percent discaunt is allowable. As ta 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 0/ soid notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L 373.
Date December 21. 1978 Signed ~a.--){, .J.J~<-.
Title Chief Appraiser
Note: This is not a bill.
RCC-39 (8-77)
County, Number and Name
File Number
Date 01 Deoth
21 'cumberland
21-78-0227
3-20-78
SUMMARY
Estate Name
E1derton
(LAST NAME)
Ida
(Fl RST NAME)
(INITIAL)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property os reported in the foregoing return at
the values set forth opposite each item in the I~st column to the right in Schedules IIA", 118", "C", and "fit.
Dated: 12-21-78
~- Ie,
Ji~
INH E RIT AN CE T AX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Registe,r 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 lost column to. the right in Schedule IIF", which greater or lesser omount represents the sum
allowed as a deduction.
Dated:
CODE ADJUSTMENTS
INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ 43 600 bo 00+ 92+
Personal Property (Schedule B) , ~ _ QQ7 O'l 10+
Joint-Held Property (Schedule E) -0- 20+
Transfers (Schedule C) -0- 30+
TOTAL GROSS ASSETS ""Q .597 ~-~
Less Debts and Deductions 40- 93-
ISCHEDULE FI
CLEAR VALUE OF ESTATE
REGISTER OF WILLS
Valuation of life estates or
-1L-
PRINCIPL.E
FACTOR
VAL.UE
1=
annuities. ... ........... ......_ $
1=
t=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONL.Y
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
~
COMPUTATION OF TAX
2%
6%
15%
$
$
$
$
$
*
TOTAL TAX
$
(*) As evidenc:ed by Charitable
Exemption eartHlcotes issued
by the Secretary of Revenue.
Less tax previously po id
BA LANCE
Less 5% of tax if pold within
3 months ofter deClth
$
$
1=
$
BALANCE 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 rate of 6% from
to
~,
$
$
$
t=
$
$
TOT AL TAX BALANCE $
PAID $
Supplemental Code.: (FOR USE IN HARRISBURG ONL Y)
48-Adj u.tment
49+Adju.tment
56-Annuity
6O-Lile Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-'Rema inder Residue
96-Success i '4'e
Life Estate
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where sub5~uent adiustments are mode to the above computation of tax by the .Register of Wills, for proper reason,
same should be noted below, with sh.ort explanation.
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RCC-2..(2-64) December 21,
, COMMONWEALTH OF PENNSYLVANIA DATE 1978
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DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 21-78-0227
Whereas, Ida Elderton late of Lm4er Allen Tm4nship
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 20th day of March 19~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Ira K. Gleim . 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 de-cedent after
the expiration of any estate for Ufe 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.
Unit ApElnisemenl
Description of Auet Values Made for Inheritance
Tax Purpolu
Real Estate $43,600.00 $ 43,600 00
Personal Prooertv $15.997.23 15,997 23
Transfers -0- -0-
Joint Property -0- -0-
Total Estate $59,597.23 $59,597 23
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Having been duly sworn accordinr to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 2 st day of December ~...!it 19~.
" N. . A:;: .
Appraiser
(lfumber IU1d Stnet)
Harrigbllr~ . Penna.
(Post Offieel
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