HomeMy WebLinkAbout06-22-78
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RCC-3! (4-73)
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
JUN 221978
COUNTY OF CUMBERLAND
RESIDENT DECEDENT
IMPORTANT:
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
} AFFIDAVIT OF
EXECUTOR
~1QM<llORl(
County
IN THE MATTER OF THE ESTATE OF
ANNA MARY ZIMMERMAN
(STATE FULL NAME OF DECEDENT]
State of
Piinnsylvania
) ss:
Execut&lx
County of
Cumberland
RUTH F. HESS
Administrator
of tt1e estate of the above-named decedent being duly sworn, depose S
and iOOy 5
Decedent died
December
13
. 1912-1 testate leaving a last will, copy of which is hereto atta.C:hed.,}
(YEAR) ~
(MONTH)
Name and address of attorney or }
other authorized representative ta whom
all correspondence should be moiled.
(DAyl
SNELBAKER, McCALEB & ELICKER
44 West Main Street, Mechanicsburg, Pennsylvania 17055
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
{EXECUTO R-ADMINIST RA TOR]
the assets thereof 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 OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S.-l.FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
The First Bank and Trust Com an
of Mechanicsburg, Perms lvania 7055
ss
Sisters
an Sarah E. Z'
erman
That the contents of said safe deposit box or boxes are itemized under Schedules B
with the exception'of the 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
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 date 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
colunms provided therefore the assessed valuation of each of said parcels, 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 personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any othecperson orpersons
giving also separately the accrued interest thereon, if any, down to the last interest day pri~.r i~,decedept's
, _ .F. .;-
death in the case of savings banks, and to the date of decedent's death in all other cases; 'all bonds, post'al ......
savings, treasury certificates or notes and other evidence of indebtedness of the United ~tate~s to': the d~ -
cedent; all obligations, whether by statute or agreement they are designated as tax free, of; t~~ United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at't.he}im.e of death;
all wearing apparel, jewetr.y,,...~~_,lverware, pictures, books, works of art, household furniture, hors'es, carriages,
automobiles. boats, and any -and all other personal chattels of whatsoever. kind or nature, left by decedent.
together with the fairlYi estimated market value thereof; all bonds and mortgages held by decedent and'of all
claims due and owing decedent at the time of ~eath, and all promissory notes or other'.instrumenots in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair,market value be
less than the face value, it sets forth briefly the reasons for such depreciation 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 of death, bonds and accrued interes t 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 close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corpora~ions, showing the assets and liabilities
thereof as 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 'b,usiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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 fona, together with the fair market value
thereof, any other propert;y owned or bequeathed by the decedent at the time or death.
The SChedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case or 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 transrers 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 pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or an~' power of appoint-
ment vested in decedent, et ther 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 Schedule D 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 anet beneficiaries for lit'e under etecedent'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~hedule 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,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deduction~ 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 rudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, In consequence of the death of the decedent; debts and claims owing anet tmpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
6~1 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary 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 .A., "B", .C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
affirmed
Subscribed and ~ to before me this .................................
f{rt?
................_.............m ...... .... day of .
....~~~~R:~'"i0Bl~.~....
MECHANICSBURG BOROUGH
CUMBERLAND COUNTY --
MY COMMISSION EXPIRES APR 6. 19R2
NOTE: Before si~ning affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest 1n any co-partnership or business, that the
data and statements requirea under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "SuITInary" has been properly completed as above-directed.
J..!!/...n.!.€..m 19..~
..................<r.J~..............._-----
( E:re
....1.3Q....G.e.t.tY.:;.hurg_Pike.................................___..
(Street Numbe7')
....M~qha.,n;!q.!?.p.!J.;!;'g.......P~I!!\~y1y.a.,!1;!a.,...lZ.Q.~.~.
(Citv &r T01lm 4M S_)
RCC:34/4..73/4
COMMQNWE.AL TH OF PENNSYLVANIA
DE~ARTME"NT 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 eoch 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 Penhsylvanla should be (1) (2) (3)
described by lot and block nurober, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUA TION
conveyance by which the decedent took title; If a farm state number of (14 FOR YEAR OF ESTIMATED CAUTION
cres; olso statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessm6nts, accrued Interest on mortgages, etc.,are DEATH 1" tn\s spoce)
to. be listed on Schedule II F" ond must not be d.educted from this schedule.
NONE None
,
Insert this total opposite "reol property", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
None
Rec -35 .
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
.
c
,
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 11&ted under Schedule "En. Intangible personal property, titled 1n ,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, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wear'l~g 'apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bon~s, treasury certificates, cash on hand and in- bank,
stocks, mor'tgages, 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 ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATION
(Do "not write in
this space)
1. hecking Account No. 160-732-4, The First Bank
and Trust Company of Mechanicsburg, Pa. Balanc
on the date of death
2. Savings Account No. 503-512-6, The First Bank
and Trust Company of Mechaniesburg, Pa. Balanc
on the date of death
Accrued Interest
3. Pime Certificates, The First Bank and Trust
_ompany .of Mechanicsburg, Pa.
_ertificate No. Amount Accrued Interes
1560 $2,000.00 f? 77.33 -
1623 2,100.00 68.09
2398 2,500.00 19.13
2399 1,500.00 11.47
2436 5,000.00 81.56
2448 3,000.00 155.87
2571 2,500.00 80.55
2793 1,000.00 69.27
3145 2,000.00 63.63
4. +8 shares, capital stock, The First Bank and
Prust Company of Mechanicsburg, Pa. @ $95.00
er 'share
5. avings Notes, Eastern Mennonite Board of Miss ons
nd Charities issued September 10, 1969:
No. Amount Accrued Interes
705A $1,000.00 $ 444.19
705B 1,000.00 444.19
705C 1,000.00 444.19
705D 1,000.00 444.19
705E 1,000.00 444.19
6. ig Saver Certificate No. 6999176818, National
entral Bank, Harrisburg, Pa. issued 4/1/76.
alance on date of death
Accrued interest
7. erm Certificate Savings Account No.002-20-128~7,
tate Capital Savings and Loan Association,
arrisburg, Pa. Balance on date of death
Accrued interest
8. 'ote for $3,000.00; unpaid balance $3,000.00:
iven January 1, 1977, by W. Lee Roland and
~osalie H. Roland to Anna Mary Zimmerman,
ecedent herein, payable on demand, with
nterest at 6% per year.
$ 510.74
510.74
1,401.47
12.12
1,401.47
12.12
2,077.33
2,168.09
2,519.13
1,511.47
5,081. 56
3,155.87
2,580.55
1,069.27
2,063.63
2,077.33
2,168.09
2,519.13
1,511.47
5,081.56
3,155.87
2,580.55
1,069.27
2,063.63
4,560.00
4,560.00
1,444.19
1,444.19
1,444.19
1,444.19
1,444.19
1,444.19
1,444.19
1,444.19
1,444.19
/1,444.19
4,475.00
66.27
4,475.00
66.27
8,000.00
18.69
8,000.00
18.69
3,000.00
3,000.00
Insert this total opposite "Personal Propertyft, Schedule "Bft in
the "As Reported" column on the last page of this return.
x x $51,492.14
$51,492.14
,
R ct:.4l14-f!1)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
JJ~7J- f)(3D1 '
5'1d/6fl/{v't);tJ; t!J/eh)
NOTICE OF DECEDENT ACCOUNT STATUS
,. .'...."
BANK N6~"
160 -73~:-4
..:- y-.,..
DATE FILED
4/19/78
STATUS.OF ACCOUNT ti.~.: lJ~I!"T,. TRUST. OR INVESTMENT
,,-~ ~ J:.Uc;... '
E
RETURN COMPL ETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
Be1'Ol?(j, J. 60
NAMES ON AC OUNT
" .. ' . .. "'-.. .... \ ~
Anna H. Zill'.11lerma.'i
SO CI AL. SECU RI-TY NUMBER(S)
204-30-0108
NAME
SURVIVING DEPOSITOR (Beneficiary) INFORMATION.
RELATIONSHIP
TO DECEDENT.
DECEDENT INFORMAT N
NAME
DATE OF DEATH
R.. 7ft., .r;"~. r..0 an.
ADDRESS
AD DR ESS
.
1)0 Gettysburc.;, Pike
Th~, First BfU'lk & TrW'!t. Corope,nt
r,'lain & Harkot '31013.
M~cha."liCsb1~rg, pA 17055
Mechau:i.csburB.
BALANCE OF ACCOUNT AT 000
IN TER EST AC
TOrA
;'1
CITY
BANK AUTHORIZATlON-
I HEREBY CERTIFY THAT THE INFORMATt"ON CONTAINED HEREIN IS A
CORR"ECT REPRESENTATION"OF INFORMATION IN OUR FILES IN ACCORD
WI.TH SECTION 742 F' I 81 E TAX ACT OF '96'.
ZIP COO'i. 7055
$ rC, '
$
$
~-/o. 7tJ
BANK/IN.STlru.r'O.N .!,DDR.E,S~.
s~~;;~~~ 021//9/11
:UO p'''lnba.l '1 ~o..... oN
'("'1'1'0 "'D1ld"'.3) .. '(OCJ;$) .
"01101' ....pun~ "'~l ....3X8 109 '.01' ~108p to ."'1. .'ll
lO H.od.p .'ll ua~M lun0330 ~3n. OJ 1"011.. ul p.'lnbaA .q
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.'ll to ....1'1'0 pUO .UIDU .'ll pUO UOIl..U'U! 10!3UOUlt
.'ll ~HM 'll08p to .lop .~llO lI'Odep uo '0 ",l,uullUnDUlO
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to .lOp .'ll 'uo...d ....083.1' .'ll to ."'OU a~l 6UIAI6 toa..'ll
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'alto dol' (01) U8l U!~lIM UO\l"\lSUI 10!3UOUlt .'ll to Alnp
.'ll .q 1I0~' l! 'alP 1I0~' luaUll..AU! .0 l!'Odep a'll OJ '.I~od
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o to .UIDU .'ll U! '0 811M pUO puoqU~ UO'll'.'110 .UDS'ad a.o",
'0 0Ml to ....OU a'll uI OIUOAI,(.uuad uI ",103D1 UO!l"'l"!
IDI~UDU!j D U! ,.I._AU! .10 pel!locIep I! Aeuow U8'IM..
',(1I0nPIAIpU! lua"'38p a'll ,(q pla~ 'lun033Y (E
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'1961 ::10 .l:>Y XV! HY.lS3 aNY
3:>MY.lI~3HNI 3H.l ::10 It'L NOI.l:>3S
:UO p.A!Ab... s! ~oda.l "
- ,
" " .. ~. ..
R CC..4Z <<4-7-'1') BANK NO.
COMMONWEALTH OF PENNSYLVANIA 503"'512,,6
OEPARTMENT OF REVENUE
DATE- FILED
NOTICE OF DECEDENT ACCOUNT STATUS ~......, 4-119/78
.
Submit in truplicote within 10 doys alter knowledge 01 SrATUS'OF AccoulT ~o: (JO~N:. ~RUST, OR INVESTMENT
the death. - ~ ,ne ."
, .' UA'" .~.-
Be,tol'€! 1960
.
RETURN COMPLETED NAME-S ON ACCOUNT. ._ -- -T_ ~.... So CI Al.' SECU m,rY...NUMB ER( 51
,
FORMS TO LOCAL COUNTY "
Anh r, M'. Zill1t1GX'nian 204-30..6108
INHERITANCE TAX OFFICE
,
, SURVIVING OEPOS'TOR (Benel'de",1 INFORMA TION OECEOENTINFORMATION
NAME RELATIONSHIP NAME . DATE OF DEATH
TO DECEDENT.
Anhl'l. H. Z itrlTl~ rrolli1 12/1 ~/11
ADDRESS AOUR ESS ' ,
130 Gett:vsbur1=t Pike .,......,-...- ,,,.......
, .
CITY.. -, .' .",," "..., . " ... C~NTY
'ullmerlal1d
..., , ".....4 .", ,n zip COD,! 7055
BANK/INSTITUTION ADDRESS BALANCE ~F ACCOUNT ""'-000 $ l'-t, '/
.__a . ........---... ..~- $
T'ile Fil~st l'Innk & Trill: t . Conpo.ny INTEREST ACCRUED AND COLLECTIBLE AT 000 1'110/. '1'1
roYAL. $
11ain & r.1s.rJrct "Sts. ,BANK AUTHORIZATION
!~:e chfil1i (~S bU,l':.g, FA 17055 I HEREBY CERTJFY THAT THE INFORMATION CONTAINED HEREIN IS A
CORR'ECT REPRESENTATION OF INFORMAtiON IN OUR FIL.ES IN ACCORD
WITH SECTION 742 PI Ik E TAX ACT OF 1961.
S~F I;INANCIA~2~ DATE
~~ . ::..?-~--=- 1/19/71'
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"(p8ppo 'I.OqdIll3) ...(O~S),
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.,RCC- 36
COMMONWEIlLTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
*..,
. i( '.. t\
."" ~
RESIDENT m,CEIlENT
(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) No
(2) Did decedent, within two years of death, transfer properLY 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 health at time of making the transfer. (Note 1).
(c) Cause of decedent' 5 death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take e~fect in possession or enjoyment at or a~ter 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 berore his death:
(a) The possession or enjoyment of' or the right to income f'rom th(' 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
(G) If the answer to (5) (b) a.bove is in the af'firmative, state 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 prrnnise to
pay income to or for the benef'it of care of' transferor? (Answer yes or. no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which cOl1ld 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)
NOTE 1: The answers to these questions should be supported by af~idavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If' answer to any of the above questions 1s yes, set forth below a description o~ 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
None
Insert this total opposite ~Transfers~, Schedule ncn 1n the
"As Reported" column on the last page of this return.
None
..~ ...
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
~
~'\
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
ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Sarah E. Zirrunerman Sister Yes Entire Residue
130 GettvsburQ: Pike
MechanicsburQ:, Pa. 17055 '.
,
,
,
-,
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
.
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Real Property
Personal Property
Transfers .......
SUMMARY
.........(SCh. "A")
....... ...... .........(Sch. "B")
........ ... (Sch. "C")
Gross Taxable Estate .
(1)
(As Reported)
$. .
$....
$
$..
$. ..................
$.
(2)
(As Determined)
$
$
$
$
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$
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R4C ~~38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This scherlule must disclose all property, real and personal, ownerl by the rlecedent jointly
wi th anot.her 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
"A", plus the date and place of record of instrument effecting vesti ture, but 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 an,y) 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.
unit
Value
percentage
Share
Estate
Valua tion
DEPARTlffiNT VALUATION
.CAUTION-Do not WrIte
In This Space.
Value of Value of
Entire Decedentl s
Property Interest
NONE
None
Insert this total o~posite "Jointly Owned Property", Schedule "E"
in the" As Reported" colwnn on the last page of this return.
None
"
RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
Ruth F. Hess
130 Gettysburg Pike
Mechanicsburg, FA 17055
(Executor or Administrator)
In Re: Estate of
Anna Marv Zimmerman
Cumberland
County -' Fi Ie No. 21-78-0007
Dear /1rs. Hess:
You are hereby notified thot the Original
oppraisement in the estate of Anna Mary Zimmerman
has been fi led in the office of the ReJjister of Wi lis of Cumberland
County on August 24 ,19~, Said oppraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Totol
None
51.492.14
None
None
$51,492.14
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 remoins 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 moy object thereto within
sixty days after receipt of soid notice as provided by Section 1001 of the Inheritance and
Estate Tox Act of 1961, 72 P. S. 2485-1001, P. L. 373.
O t August 14, 1978 S' d ~. ... J( I" I!
a e Igne ~ ~ _' A....t1?-A..A~~
Title
,
Chief. Appraiser
~,
I'
Note: This is not a bill.
RCC-212-64)
< . , COMMONWEALTH OF PENNSYLVANIA DATE August 14, 1978
;
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 21-78-0007
Whereas, Anna Mary Zimmerman late of Upper Allen Township
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 13th day of December 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 decedent 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 Apprai,emClnt
Delcrlptlon of Auet Valuel Made for Inheritance
Tu PurpOlel
Real Property $ None
Personal Property 51,492 4
Transfers None
Joint-Held Properfy None
TOTAL ASSETS $51,492 14
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Having been duly sworn accordin~ to law, I do hereby certify that the above appraisement is made in con-
formity with law on this l4t day of ~ AUg~. 19~.
a_ /{, -~_
Appraiser
(,",m"" "'h St...~
arr sburg , Penna.
(Pod OftIee)
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