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HomeMy WebLinkAbout12-08-78 -- Form No. REV-464 RHIS FORM REQUIRED IN All ESTATES WITH GROSS ASSESTS UNDER S10,OOO. UNDER SECTION 701 OF: ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COpy OF WILL ATTACHEO) surt?k~yd-'~/ "- OFFICE OF'THE REGISTER OF WILLS ...:z!"' . f if- - ( CA County 01 CMr.u~"h< --d/ Ot'C 08 '197B Ol~/~~J-.c,.~ u,. (Mereu) ~~ .: ~A5u'-1/-> (Exec., Adm., Legatee, Etc,) , according to taw. deposes and says that he is the .,. ,:.; ~ * fP.fll/~' ~/.~ (Name) being duly ~--- of the estate of C j AA /;-.> ( 0.) 7[.-- t~ whose last residence was deceased, and that the whole 01 t.he estate 01 said decedent, who die REAL PROPERTY REAL PROPERlY IN PENNSYLVANIA, W1TH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value ~ 0 Personal Property IJ 1 _ ~ ./, ~ . . ;/ ~ /-1",'/ ./ ;-l,-cJ o. c; / . . \ , . Y" // NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death, Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest 1.. the decedent's account at the date of death and the type of account, account number and the exact name or names In which the account Is registered. Eslim~ted JoinUy Held Property Value . , - Transfers within TWO YEARS Prior to Death u_ --'- That at the lime 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT BENEFICIARIES 1/ RELA no NSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (Ir 8te~hi1dn:n or DECEDENT TENANTS OR INTEREST OF (St.t~ full names of all and their addresses who have an in- iUegitimate children ANNUITANTS BENEFICIARY terest, vested, contingent or otherwise, in estate.) are involved. !tel STATE YES AT DEATH OF IN ESTATE forth thLs raeL) ORNO DECEDENT I'IVt-L-;.5 / rH Or 7 E-/2 nLll1 ell = '" -;> - ~- " Funeral expenses paid . DEBTS AND DEDUCTIONS CLAIMED . Li.!It first five items in the spaces so provided, observe notations thereon, and ~ction&. DEBT OR CLAIM NATURE OF SAME AMOUNT Family exemption (will not be allowed unlell8 decedent died .residing with a spouse or children.) Administration Expense. . Counsel fees. OTHER DEBTS AND CLAIMS Fiduciary commission . .- (OJ See Note below "- "'- ~ Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or ! less than the estimated amount claimed and allowed. ~ AYLL Subscribed and sworn tObe;;;;:;'~~~this ...................... u/.. T'(E'~:'d.:~. .......... .... ..~.. G:th.... da~ Of-~....... 190r ;22?...1--~,.:tll~k...... ...._... .' .................. rti:::..j,::"ER OF V.flLLS CUM.. (Stred Num.ber) ...........tE:R:iAI'{ C'O(Jj y,"F1..:JoiNA:'l;':Y'CQnimi:..~Ot:i'~tti..... /');J "'/ ~ ' /J 1h.first Mondoy in Jan. 1982. . ..~/,...4,.~../.'.7."........... __ (City 07' Town o.tuf State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I .. .. .. . . _ . .. . .. . .. .. .. . . . .. . . . . .. . day o( .. .. .. . _ . . . . . .. . .. . .. . . . _.. . .. _ . _ _.. .. _ .. . ", 19. .. .. Appraiser .In t!'e event that any (utur.e interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the ~xp~tion of any estate (or life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inhentance taxes at the lawful collateral rate on any such (utore interest. .......................................... .................. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have I allowed debts and deductions in the amounts claimed by deponent. except a5 to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. I Dated: .. . .. .. . . .. . .. . .. . . . . . .. .. . .. .. .. . . . .. .. . .. . . ..................................................... Rqillter o(WiIJR r. >~ . ~ \ ~ ~ ~ ~s J ::s ~ is S ~ 0 G' ... ~ l ~ g 0 ~ ~ ... ~ ... ~ t ~ g go ~ ~ ~ 0 ~ ... ~ 0 :xl Ii 9 > 'd ~ -- t<1 Z '" ~ ~ 0 " t<1 ?d II ::s II ?d ~ ~ - ; .. ; ~ to ... \\ to " ~ 0< (fl ~ ! ~ ~ - ':7 .... * REV..5Ia (8-78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Divis ion NOTICE OF FILING OF APPRAISEMENT Phyllis 1. Motter 221 South Pitt Street Carlisle, FA 17013 (~xecutor or Administrator) In Re: Estate of Charles E. Jones Cumberland County - File No. 21-78-0012 Dear Mrs. Motter: Y h b 'f' d h h Supplemental au ore ere y notl Ie t at t e oppraisement in the estate of Charles E. Jones has been filed in" the office of the Re~ister of Wills of Cumberland County on February 28 , 19~, Said oppraisement reflects the following" valuations: Reol Estate Personal Property Transfers Jointly Owned Total None 500.64 None None $500.64 As to such tax thot is paid within three months from date of death, a five (5%) percent discount is allowable, As to ony tax thot 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 os provided by Section 1001 of the Inheritonce and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. ~73. ~~ Date February 28. 1979 Signed ~ Title Administrative Officer Note: This is not a bill. ~EV4S7'tB.7B) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 Supplementai COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE COUNTY FILE NO. February 28, 1979 Cumberland 21-78-0012 Whereas, Charles E. Jones late of Borough of Mt. Holly Springs Cumberland in the County of Commonwealth of Pennsylvania, having died on the 6th day of January 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti , 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 e\lent that any future Interest 1n 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 VALUES Made for Inheritance Tax Purposes Real Property $ None Personal Property 500 64 Joint.Held Property None Transfers . None TCTAL ASSETS 500 64 . . .. ~ . Have been duly sworn aC2'llt'Nng to law, I do hereby certify that the above appraisement is made in conformity with the law on this day of , ('\ . - . February 19 ....12.... ~D 7-. \;--'"1., Q -<" ^-,,-;:1::-: . '--"'" - 0 Appraiser (Number and Street) Harrisburg (Post Office) . Penna. . ",. t-~ i c;r. .... >. 'i ~ t;!~ _. \1l - ..o~ 0)' <:: OJ ::l ... ~ N: ::l ~ cO, -, ~ . 0 a r-: 0: N~ N\ c..> .s '" "', ....., " .s <:: \~ 4. .,: ~l . <:: OJ ~ ell, .. a: -e '6 Eo Q. "', ,.g~ 6 OJ 1 u>, ...., ..... OJ ~ 5 OJ '" ~\ .... :>..: z 0; 0 ';a 'n; . . ~ p" .... 0 a a ci : \~ '0 0' .... u>, Ill: .g <fl 'Z a >-l: 0 ."..., a', > 0- ~ ..c:: -0' "\' I-- .... ~ 0- u -- "" l!l l!l ....., - 0 0; \1l ~ '" 'd ., '" 1! ::l ~ Eo I Ill' ~ 14, 5 ...... .Y> '"0 Ia &\ >-l, ..$' '"0 ~ <:: ... 0.. ....., ~ 8 .... ::l 0 \.4';. w \\ ",: l!l x .. 0 J:: "tl Ol' I-- a ---'~ '" .. "tl ~ OJ ~~\ .. - OJ -;;; S ii ~: ~ - 's. .... fu -e <:: ~ ~ 0 OJ OJ ... ..:-0:' ... 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