HomeMy WebLinkAbout03-06-80 (2)
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I RESIDENT DEGEDENT
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.F~~~33 (4~73)
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COMMoNWEAL fH 01" iPENNSYL VANIA
DEPARTMENT OF REVENUE
t!URE:AU OF COUNTY COLLECTIONS
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Aj-7tf?-.:</
COUNTY OF. CUMBERLAND
This retutn must be completed in detail and tiled in:duplicate, With all attached. with the- Register of Wills of the
Courtty where decederit tesidedj Return is due with~n tiine'months after date of death, -unless an extension is grillitc,d
by the Secretary of Re\tenlic. (Section 103 of the lfi~etitance and Estate Tax Act of 1961.)
County of ..
CUMBERLAND
PENNSYLVANIA
CUMBERLAND.
NORMAN. S. OCKER...J.R.and BARBARA J..._OCKER
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}:AFFIDAVlf OF
I
!EXECUTOR
: AOMINIStRA TOR
County I
iN THE MAttER OF tHE ESTATE OF
DONALD. NORMAN OCKER..
iSTATE FULL NAME OF DECEDENt)
Late 01
State of ~.-
} $$,
~'Ctttor
----
Administrator s
of the estate of the abo...~-ncimed decedent being duly ~worn; del'ose
and say
Decedent died ~ _._ lllJly_
tMbNTHi
'Name and Cidch'ess oJ ah6~iiey or }
o,h., "uih."..<l '...e,.hi"H". '0 who'"
all cofrespohdence should be moiled. . .
10
(bAy)
i 9 ]-7_~_{C ~tQTrI'eavtTrg-n-las1;rri-I+."'ttJl'Y""f ~j-dl'"nrtretVtv"'attamcfo.,}
I Y EARl intestate
I andis & Black. Attys . (Ronald F ,1nhn~nn)
,
36 South_Ha n.oxer ,.street, Carl isle, Pennsvlvan i a 17013
That as such Administrators deponent is familiar with the affairs of saId estate and the property constituting
ho,-X"E:t:O Tcrit.AbMiN'1 ST RA TO R)
the ti'S'stts thereOf and th-e:ir fat'r market value.
that at the time of death there \Vas n'O safe deposit hox registered in decedenes individual name, 'Or jointly with, or
as agcilt or dC'poty 'Of ,another, 'Or in decedehe slndividual name, with right of access by another as agent or deputy, with the
exception of the folio\vil\g: ~ No Except ions .
-
NAME AND ADDRESS INST-ITUTION , THIS SAFE DEPOSIT RENTEO oF .JOINT
OF BANK b" OTHER I BOX REl.ATIONSHIP
IN VJ'I.n-CH o'E~::j=:'OE~T ,R..EJ\jT~b A 5.... F: E::__D.Ee_O 5(Y 85)>'; IN NAME o_~ NAM.E':S OF ,:!OLDERS TO DECEDENT
Nnn~ - - -- ,
- - ..- ~ -. - n - n
.. --. - u__ u. .-
n
.-. - -. ------ .._"..._~..
- -. n. _.. n _..
.that the 'contents bf sahi safe deposit box or boxes are itemized under Schedules
'with the exceptlon.of th~ foiIo\'llrtg, for the reasons herei~after set forth:
of this return.
.Thai Scheeliii. A aHached hereto and made part hereof sets forth fUlly and in detail all the real property
in the Commonweahh o'f Penitsyivania of whkhdecedent died having an interest therein. It also sets forth the
-mortgage encumbra.rtces upori each parcel or teal property at th't~ date of death, giving the amount still due at
death; name 'or'm'6rtgagee, date, tate oil. interest-, and bdok and page of record thereof. it also sets forth in the
'cohitniYs provided 'thereCore theassesse-d valuatian of each of said parcels, the estimated market value thereof
as o-r.date of death of decedent-.
Thai Scheilii/eB attached hereto and made part hereof sets forth fully and in detail all personal properly.
wheresover situated owned by the decedent at the lime of ~eath:; an'mOiH~YS _leftbY_ the decedent at the t5,~:~,QL/,,,,_.
death, whether in d.ecedent's immediate possession, standing to decedent's credit in banks of depos,tt{;.F~)'ingl.:.-/~/Li'/;;~
" _ .__, " . . _. ,".. ". .__~ ,.....-_. . - '__. __ - - _. _.~..".' ~._~)"'\ I#'
banks, trust compaOles, or other rnshtutlons, whether IndIvidually, or 10 trust for any other person or.per,s'ons"'~~ /4,....0;.
giving aiso -sepa';ateiy the a-ccrued interest thereon; if any, down to the iast interest day pri-otiilae-c~dbfi~~r;.J.f/~<:~>~
death in the c'ase 'of savings banks, and to the date or dec'edent's death itL all other cases; all: bond;; postal ~ ~ ":;;A ::
. _ . .-r'-.
savings-, treasili~y cett.tficates or notes and other evid~nce of indebtednes-s of the United States tg;.tlie (Ie- ,:....-: ....
cedefit~ ,ali -obligations., wheth'er by statute or agreenie'flt they are designated as tax free, of the Unit.ed~'S~3:tes, ..:..,::r .-'-.... ~
lYr any slate'l or 'poihical subdivision thereof, or of "any~ foteign country; which are owned at the time of d-eitb;'.'. ~.c""--I
an wearing 'a.ppa.rei, jewelry; s'ilvetwate, pictures, books, wotks 'Of art, household furniture, horses, carriages~ #~
,.
auto'moblie's" h-O"ats, a-rld anyai'td 'all athetpersonal ctiauels of whatsoever, kind Or nature, left by decedent,'
,.
together with lhe faidy,.esti.maied market vaitie thereof; all bonds and mortgages held by decedent and. of all
ci"a'i'iws due a'nit oWIng decedent 'at the time of death; and all p-roOfissory notes or other' instruments in writing
tor the payment of money of -whichde'cedenl died 't)"()s~essed, of whats-o'ever nature, with interest thereon, ic"
~nfy; :g'ivhlg the fate yalue and e'slimated fait marke't value_ thete~f; IIud if such estimated fair. market value b~,
h~ss tha"n the face value, it sets foith briefly th-e reason's tor such depreciation -as to each item; all moneys
payabie to the e:state from life insurance policies ctti"tied by decedent:; all .:lIfnuity and endowment contraCtS
the proceeds of which Were payable upon the death of t~e decedefil~ all and the corporate stocks and dividends
,due thereon ,and unpaid as of the date of death, bond's: and accrued interest thereon to the date of decederitts
death and other i.pvesttnent securities owned by the dec:edent 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 corporations, 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 ~upport of the value of such interest there Is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or huslness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement SE!tting 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 Schedule 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 erfect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship or the transrerees to the decedent, the proportionate share received by each transreree and
all other racts of a pertinent nature regarding said transrers. In the case of trans reI's intended to
take effect in possession or enjoyment at or arter 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 prOpE!rty, 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 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 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 and beneficiaries for lire under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, ir any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That S,:"edule E at.tached 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 Sc"edule 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 consequenee of the death of t,he decedent; debts and claims owing and unpaid 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 riduciary 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 therewit~
That the totals of the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the S\.lInIl"Iary.
Subicril!ed and sworn to before me this
......__......"..""..........6th... ...... day ofl Ma rchmm.... 19.....80
.;,~~",j~
r..,V,f...y ~J:n '\',.-,. I" ,~.,. I
C' '.~h (11f'" r\-Y) LC., P3.
"rll. ,,, - . ~ t 19, 198'$
Mv Commission Exp:res ;)ep .
jl~..A~i~~~nk:.'''o~'ker.Jr
......R..D.....6......Boll....25.5........................................_...__..
(Street Number)
.... .~~i:;6i~.;.?d~1j_r.m..........
NOTE: Before signing affida.vit make sure all blank spaces in the affidavit and schedules annexed are
rilled 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 In any co-partnership or business, that the
data and statements required under the p8.ra~raph above relating to Schedule "8" are attached. Also make
certain that column #1 in the "SulTII!ary" has been properly completed as above-directed.
Ba'~~e~' ~~strator)
R.D. 6. Box 255
(Street Number)
Carlisle. PA l7n13
(City or Town and State)
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RCC~34 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DE1'ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDEN'f.,.
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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 jn common with another or other, should be identified
as to quantum of interest and the estimated value shou,ld 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:he
described by lot and block number, street and street number, together with
a general description of the property, with Q reference to the record of the
conveyance by which the decedent took tltlej If 0 farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at dea,th
of decedent. Taxes, assessments, accrued Inferest on mortgages, etc.,~re
to be listed on Schedule uF" and must not he d_oducted from this schedule.
(1)
(2)
(3\
D~PARTMENT
VALUATION
CAUTION
(Do not write
In this .pace)
ASS~SS~O VALUE
FOR Y~AR OF
DECEDENT'S
D~ATH
~STIMAT~D
MARK~T VALUE
NONE
.
.
Insert this total opposite "real property", Schedule "A"
"As Reported" column on the last page of this return.
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in the X X X X X
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RCC -35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
,
SCHEDULE "B"
,
PERSONAL PROPERTY
.
,
RESIDENT DECEDENT
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 wi th another or others
must be listed under Schedule "En. Intangible persqnal property, titled in the name of the decedent, but
payable at death to another or others, including bu~ 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, wearing apparel-, household
I
goods, and furnishings, books, paintings, automobile15, boats, etc.)
Intangible personal property, such as bonds, treasury certif'icates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued int~rest or dividends, salaries or wages, insurance pay-
able to the estate or riduciary 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
VALVE
ESTIMATED
MARKEr VALVE
DEPARTMENT VALUATION
(Do not write in
this space)
'l.
1974 Pontiac Grand Prix Automobile
Proceeds from Sale
2,700.00
2.
Net proceeds from settlement of survival action
filed by Norman S. Ocker, Jr. and Barbara J.
Ocker, Administrators of the Estate of Donald
Norman Ocker, against Donnie Boswell, John
Bianckino, John Simmons and Mason & Dixon Tank
Lines, Inc., Court of Common Pleas, Cumberland
County, Pennsylvania, Nos. 2538 and 268q Civil
1978. ;
Proceeds from settlement received.
Value set forth in accordance with
dated February 18, 1980.
.
March 6,
Order of
1980.
Court
14,965.50
Insert this total opposite npersonal Property", Schedul~ "B" in
the nAs Reported" column on the last page of this retur~.
x X
17,665.5fJ
/~ (.~s: $"0
-8'JIf.
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Rec - 36
RESIDE"IT DECEDENT
SCHEDl,ILE "c"
TRANSFERS
I
, COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
(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, tran~fer property from himself to himself and another or
others (including a spouse) in joint ownership? i (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 i
(b) State of decedent' 5 heal th at time of making the transfer. (Note 1).
(c) Cause of decedent' 5 deathw (Note 1). :
(4) Did decedent, in his lifetime, make any transfe~ of property without receiving a valuable or adequate
consideration therefor which was to take effect iin possession or enjoyment at or after 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 ot 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 ~ithout receiving a valuable and adequate consideration
therefor under which transferor expressly or imp~ied1y 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 th~ property transferred?
(Answer yes or no) NO !
(b) The right to designate the persons w~o 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 af'firmat;ive, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, t~e 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, transfer property, tHe beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or 'revoke, or which cOHld 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 ~lone or the decedent and others?
(Answer yes or no) .
NOTE 1: The answers to these questions should be ~u~ported by affidavit by the attending physician as
well as a copy of the death certificate. I
NOTE 2: If answer to any of the above questions i~ yes, set forth below a description of 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 i~ which provided in Schedules A, B, or E.
ITEM
DESCRIPT ION
lIA.IUCET VALUE
(E. tlrna ted)
DEPT. VALUATION
(Dept. Only)
NOT APPLI CABLE
I
Insert this total opposite "TranSfers", Schedule "e" 'in the
"As Reported" colUIlD1 on the last page of this return.
Nrnv
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RCC-37 (12-63)
(,o~I11IO:-i\\"EALTIl OF I'E:-i:>iSYYL\NIA
TR~NSFER INIlERITA!'\CE TAX
RESIDENT DECEDENT
,
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SCHED).;LE "D"
-1.
BENEFICIARIES
'( .
~~
~
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h
I BENEFICIARIES AND ADDRESSES RELATIONSHIP' SURVIVED
(If step-children ot DATE INTEREST OF
S'tate full names and addresses of all who illegitimate childre'n DECEDENT OF BENEFICIARY
a~e an interest, vested, contingent or other are involved, set; STATE YES iN ESTATE
I wise, in estate) forth this fact.) OR NO BIRTH
I Norman S. Ocker, Jr. Father , Yes One-half (~)
I
I R.D. 6, Box 255
I Carli s 1 e, PA .17013 ,
.
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I Barbara J. Ocker Mother Yes One-half (~)
I R.D. 6 Box 255
I Carlisle, PA 17013
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IDeponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF:DEATH
RESIDENCE
NO EXCEPTI ON
,
(1) (2)
... SlJM~tARY (As Reported) (A, J),''''rmined)
o _
"E..2* Heal Property (Sch. "A") $ $
Ui: r:::
'c Cl.l E Personal Property .. (Sch. "B") $ .17,665.50 $
.- ~ :;,
5-'0
'" 0. <.> Transfers ... (Sch."C") $ $
..q,
... ~ '" $ $
o "
-.... ....
::l :Il 1-0
~ " " $ $
~ E ~
~ 0: Gross Taxable Estate $ . 17.,6fi5. 50 $
.,
\- ."
Z "
... t.:i ~
'" .. ...l
" ;;: "''' 00(
;... t.:i ~~
>- '"
'" uC -
- r- oo(
...-: 0 :z '" Ill:
a:: => 'c
c... ~ ~ C llo
0 U '" llo
P. ..:::
'" -< '" ~ 00(
:: :: t.:i c c ;...
... ... l- e ~ z ~ Q
t.:i ...-: :z .;: S
~ ... .. Z
.0 - 0 I- -' -' ;;
Z l- V> Cl 0:: 0:: P. .of:
t.:i -' LU LU ...
~ ~ .;: m m 0 I-
0 ~ r ::E .:; Ill:
c: :::> :::> 0
0 a:: Cl u U llo
'" t.:i ;- ...
" I: ... ~ "
J:; 0 ~
c:
~ ..... ... t. 0
'c 0 ~
_ 'E ..-. ~ ::
.- - j 0 5
~;;: U U
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.RCC~36
<
RESIDENT DECEDENT
I
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all proper~y, real and personal, owned by the decedent jointly
wi th anot.her or others, including intangibles, sta:pdlng 1n the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated lmder Schedule
"An, l11u5 the date and place of record of Instrumen~ effecting vestlture, but do not include entireties
or out of state real estate value in estate valuati~n column. Personal property should be listed as 1n
Schedule "Bit, plus date of acquisition, and the name., address and relationship (if any) of co-owners to
the decerlent.
Description of Property, Date of Acquisition, Name ynit percentage Estate DEPART!IENT VALUATION
Address and Relationship of Co-Owners, and PI ace yalue Share Valuation CAUTION-Do not Write
of Record of Instrument, where Real Estate. , In This Space.
~ :>< <<<< >0<:% <<<< :> :><> :><> 3< 0<:><>:>< 0< Value of' Value of'
:X >o<;S< Entire Decedent's
0<: :><> %~><X :><>><X :><> 'V D<:><> K'> >0< Property Interest
'9
,
NONE
Insert this total ovposite "Jointly Owned Property", Schedule "E"
in the" As Reported" colwm on the last page of this return.
NIY>1.U
~
I .
REV"4B4 lB-7S}
"
Ocker
(LAST NAME)
21 - Cumberland
21-78-0021
Julv 10. N?7
Donald
(FIRST NAME)
SUMMARY
C~unty, Number and Na~e
.
File Number
Date af Death
Estate Name
N.
(INITIAL)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIO ENT 0 EC ED ENT
I REPORT OF INHERIT:ANCE TAX APPRAISER
I I, the undersigned duly appainted Inheritance Tax Apprai~er in and for the County af Cumberland .
Pennsylvania, do respectfully report that I have appraised the rehl and personal property Q&. reported in the foregoing return at
h I f h . h . 'h I I hi. h . S h d I "A" "B" "COO d "E"
t e va ues set art Opposite eac ,tern In t east co urn" to t e f"9 t In c e u es , , , an .
,
Dated:
M"T'"h 13, 19i1o
./J?/~/d) #I,/,..Jf/JH,I)
INHERITANCE TAX APPRAISER
I
I
REPORT OF THE REGISTER OF WILLS
,
I, the undersigned duly elected Register of Wills in and !or County, Pennsylvania, da 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 last column to the right in Schedule IfFIJ, which greater or lesser amount represents the sum
allowed as a deduction.
loaled:
REGISTER OF WILLS
I ADJUSTMENTS
INVENTORY VALUE AS APPRAISED DOE IHARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
~eal Property (Schedule A) $ None -' 92+
Personal Property (Schedule BI l?_hh'i l'iO 10+ :
Jbint-Held Property ISchedule E) . tirn~e 20+ :
I
liransfers ISchedule C} None 30+ ' -
I TOTAL GROSS ASSETS ,., hh'i Ic;('l ,
L!ess Debts end Deductions 4(1. , 93-
I (SCHEDULE F)
CLEAR VALUE OF ESTATE
I
Valuation of life estates or %
I -
annuities..................... $
I =
ESTATE TAX ASSESSMENTS _ $
PRINCIPLE
FACTOR
VALUE
CODE
t=
E=
~
,
I
FOR USE OF REGISTER ONLY
T6.x on $
Tbx on $
,
Tax on $
Tbx on $
,
T'ax on $
I
E;xemptlons
T'otal Estate
~
COMPUTATION OF TAX
.
'$
$
$
$
q
.c...
y >-
2%
6%
15%
TOTAL TAX
, $
(*) As evidenced by Chbtltable
Exemption Certificates issued
by the Secretary of Revenue.
$
t=:
Less tax previously po Id
BALANCE
~ess 5% of tax if paid within
3 months after death
I .
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
I to
AMOUNT OF ESTATE TAX ASSESSED
,
Estote tax paid
I BALANCE DUE
Add interest at rate of 6% from
to
$
$
$,
$
$
$
c
TOT AL TAX BALANt;:E
PAID
$
$-
$
$
Supplemental C"deo: (FOR USE IN HARRISBURG ONL Y)
I
48-Adjustment
49+Adjustment
56-Annuity
6O-Life Estate
92+Remainder Appraisal
9.3-Remainder Deduction
: 9 3C-Charity
: 94-Rema inder Residue
96-Success ive
Life Estate
FOR USE OF REGISTER ONLY
NOTE:
ADJUFMENTS
Where subsequent adjustments are made to the above c!:omputation of tax by the .Register of Wills, for proper reason
same should be noted below, with short explanation. i '
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REV~518 (3-79)
. '
COMMONWEALTH O~ PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELQ OPERATIONS
P. O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
Korman S. Ocker, Jr. and Barbara J. Ocker
R. D. 6, Box 255
Carlisle, PA 17013
(Executor or Administrator)
. In Re: Estate of Donald Norman Ocker
Cumberland
County - File No. 21-78-0021
Dear
You are hereby notified that the Original
appraisement in the estate of Donald Norman Ocker
has been filed in the office of the Register of Wills of Cumberland
County on Marr.h ]3 ,19--.80.. Saiil appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
:None
17.665.50
:None
None
$17.665.50
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 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 as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date
March B. 1980
~igned
--1I~"",,:o.l tfff.l'AAHdJ
Title Chief Apnraiser
NOTE: This is not a bill.
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REV-457 (8-78) COMMONWEAL TH OF PENNSYLVANIA DATE Mar ch B. 1980
DEPARTMENT OF REVENUE RESIDENT I'NHEFlITANCE TAX COUNTY CllmhpyolA",n
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970 APPRAI,SEMENT FilE NO. 21-78-0021
HARRISBURG, PENNA. 17105
I
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Whereas, Donald Norman Ocker , ' ,late of South Middleton Township
in the County of CnmherlRnd I 'Commonwealth of Pennsylvania, having died on
.. '
the lOth day of July , 19 :J:L, sei2ed and possessed of an estate
,
subject to Inheritance Tax under the laws of the Commonwealth of Pe~nsylvania;
,
Therefore, I, G]nria J.. Richard , 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
I
value of all annuities and life estates growing out of said estfte, hereby file the following appraisement: I
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 life or for years, the CommonweqUh hereby expressly reserves~the right to appraise and assess transfer inheritance taxes at the lawful collateral
ratC"Dn any such futUre interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
"
Real Pronertv , $ lII~"D
Personal Pronerty , ,,, '::':;<; <;()
Joint-Held Pronertv "'__D
, Trahsfers N",,,,
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I --- ..~ I -TOTAL-ASSETS - - . ttl'7 66" 1"0
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Have been duly sw'fg jfcording to law, I do hereby pertify that the above ~p~isement is made in conform~t;)
with the law on this t day of, i, -- ch 19 _.
: HA,tla.J If"Pfidktfl }
, ApPraiser
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I (Number and Street)
: Harrisburg , Penna.
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