HomeMy WebLinkAbout12-08-78
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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)
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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
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fP.fll/~' ~/.~
(Name)
being duly ~---
of the estate of C j AA /;-.>
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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
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Personal Property IJ 1 _ ~ ./, ~ . . ;/ ~
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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
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Transfers within TWO YEARS Prior to Death
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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 = '"
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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
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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: .. . .. .. . . .. . .. . .. . . . . . .. .. . .. .. .. . . . .. .. . .. . .
.....................................................
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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
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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.
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