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HomeMy WebLinkAbout06-28-79 RCC- 84 (8',7,71 ~ ~ ~. ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ,. TO: nl,t! k! )17. ()1c ( 10y' ~ /1-f!13 (Jd//Cr Ord/e. <<(.Jck.u./k,l1/d 2c'Z53 DATE ESTATE OF ilelr/,e & -.2 'E- 71' m. I'lIu:-lo" FILE NO. 21-07 -0 of?' {,U"., lr-, t7/./ COUNTY OF For County Information purposes only COUNTY FILE NO: i 0 - I 3 Go - 1/ DATE OF DEATH I - I s- 7 F ---------------------------------- ----- ------------------- -- ---- - --- Appraised Value of Estate: Real Estate Personal Property Jointly Held Property/Transfers S -/'/ /. $ Total Gross Estate I,C30.3<j C ?-C" 39 $ Total Approved Deductions Clear Value of Estate $ IOJo.3<( Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ IC3C.39 Amount Taxable @ 6% Rate $ I () 30 3 r tax due $ {,I. f.z.. Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ MZ2.. Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ $ = $ + = + = BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ GJ.'6Z- rnterest will accrue at the Inheritance tax from rate of six l6}::n percent per Ie . .:> - '7b annum on the unpaid balance of to the date of payment. ()I/ ~W/'/, /: /r '" ~,~'-- Assessed by: /0 ~j{{, <. ~e.. .u.r r . Agent forlhe CommonWealth ,..J,. -r!~'; b '.t 'f u.t.I::-;", . SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF WILL'S COpy ~ ~" ",," I {J -lac, - L.j a _ ouV> ~\'1v <(l/ r)' .-. .'.'........ ~_;;..$~i;",l:'''.c - - ~ RCC.~33)(4-13) r _:;;. ~ "'~, ... "" "COPY OF WILL MUST ACCOMPANY THIS FORM COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Supplemental RESIDENT DECEDENT" '" - COUNTY OF Cumberland ." I Ldie 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.) IMPORTANT, Late of Cumberland } AFFIDAVIT OF EXECUTOR ~ IN'THE MATTER OF THE ESTATE OF M, Morton,a/k/a Addison M, Morton (STATE FULL NAME OF DECEDENT) County State of Pennsylvania } so, Donald M; Morton Executor Count.y of Y<:p"'lr " Ad. . . , , ,:;.'. -TO'" ~ and say 'af the estate of the abave.named decedent being duly sworn, depose .1. January :15 t' ::;"'.- Decedent died .,.t ~ -~. \.. i, - Name and address oJ-attorney or' } other authorized representative ,to whom' all correspondence should be moiled. lMONTH} {DAyl .19~{~estote l,eGving 0 last will, copy of which is hereto ~ttoChed..} (y EAR) 1-~-.~lIh Donald M. Morton" _'_ ;0,. :;-:l.{" t1*1r~ic'.:1 14113 Bauer , d Drive, Rockville,"Maryland 20853 j: That as such Executor deponent is rami liar with the affairs or said-estate and_ the property constituting i EXECUTOR-ADMINISTRA TORI _, \ ,-,' ,-'- . the assets thereof and' their rair market value. . ',' .- That at .:the time ,of.dea th. there was no safe deposit box registered in decedent's individual '.lame, or jointly wi th, or as agent or deputy or another. or in decedent's individual name. with right of access by another as agent or deputy, with the exception of the' rollowing:.- NAME AND:ADDRESS,OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT .BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT . First "Bank and Trust Co., l'laln;- ana Market St. , Mechanics, t'A Addle I"l. I"lorton (Previously reported) . That the contents' of said safe deposit box or boxes are itemized under Schedules with the e~cept..ioq.of the rallawing, for the reasons hereinafter set rorth: B or this return, That Schedule A attached her~to and made part hereof sets forth fully and in detail aU the real property in the Commonwealth of.P~nns'ylvania of which decedent died having an interest therein. It also sets forth the mortg~ge encumbrances upon each parcel of. real property at the date of death. giving the amount still due at death. ,name :of mortgagee, d~te, rate of interest, and book and page_ .of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each or 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 depo,sit,"'savings , -" ..... banks, trust companies, or other institutions, whether individually. or in trust for any oth~.r p.ersorl or.-'person~ giving also separately the accrued interest thereon, if any, down to the last interest day~ prior to d-ecedent's'; death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postil~. savings', t;easury certificates or notes ~nd other evidence of indebtedness of the United ~iates-:::to the-'dt~~. cedent; all obligations; whether by statute or agreement they are designated as tax rree. 'of ih"e United StateS-, . ! --. ---. or'any s~ate, or po~it!cal subdi~ision there.of, or of any roreign country, which are"~lr~~d"t.~.~lUt;~ time of:~eath; all wearmg apparel, Jewelry, SIlverware, pictures, books, works of art, housf~\~l~~ f.~~~l~~!S':IP"~.~~;~",.~arnages, automobiles, ,boats, and any. and all other personal chattels of whatsoever..kind..,or nature,trl~.rt7iby)~decedent, ". .', . ll'.~,O: .. together with .the fafrly.;-estimated market value thereof; all bonds and mortg-ages held by decedent and'of all 'clai'ms due and owing decedent at the time of death, and all promissory notes or other"instruments in writing for the paymen.t of money or which decedent died possessed, or whatsoever nature. with interest thereon, if .any, giving the face value and estimated fair market value thereor, and if such estimated fair.market value be less than the face value, it sets forth briefly the reasons ror such depreciation as to each item; all moneys payable to the estate from lire insurance policies carried by decedent; all annuity and endowment contracts the proceeds or 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 f'amll,y, 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 ti_ 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 huslness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting f'orth 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 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 1n 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 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 instrlUllent creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names anrt 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 or all minors, annuitants and beneficiaries for life under rlecedent's Will. It also contains a stat~ment showing which of' the beneficiaries named in the decedent's w:lll, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That S.:/1edule 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 acquisi tion of personal ty, plus the name, address and relationship, if any, of co-owners to the deceden t. That Sc/1edule 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; couns~l fees and fUdiciary's connissions paid or to be paid; cost expended for burial trusts, tombstones or @:ravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and Impaid at time of death; taxes accrued chargeable for period prior to decedent's rleath (except those allowed under Section 6~1 of the Inheritance and Estate Tax Act); together with a statement of collater.al 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 wAw, wBw, wew, wEw, and WFft as directed therein, have been carried f'orward and properly registered in the Summary. ..........L3.xIL. \. ----[// ., ..:..,j).(:..'fAecc. Subscribed and sworn to before me this ................................. L-- . : (;/ ..... day oflZn..t.l?:ilc.i.j 191J) )(:)L)L/trc7 ,..( .~...... IlOJARY PUIUC My ~. b.i... .... 9, 1910 - Tw:.. 'I Yoot '-r J....~..M..~:~= (Ezecutor-Adminiltnltor ) 14113 Bauer Drive ....................._..._...._._.__.M...._........__...M._.__.__. (Street Numbef') Rockville, MD 20853 ................................................._........,........._..........................................M... (City Of' Toom ..Old St4U) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are f'illed in with details or the word wNonew, 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 wBw are attached. Also make certain that column #1 in the wSllITInaryw has been properly completed as above-direl~ted. " ~ ; ..,. ~.... ~ ~ ~ RCC-38 RESIDENT DECEDENT SCHEDULE" En JOINTLY OWNED PROPERTY , 60MMO~WEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: Tllis scherlule must disclose all property, real and personal, ownert by the decedent jointly with another 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 lmder Schedule "A", plus the oate and place of record of instrwnent effecting vestlture, 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 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 Instrwnent, where Real Estate. unit Value percentage Share Estate Valuation V'V' xx>< 9> >><< x << xx:: X>< .;;.Q<V'V' X>< ..x. ~&x><x><%~ << :xx X>< >>^"";o(; :xx % X>< <<>>X << ~~ DEPARTWlNT VALUATION CAUTION-Do not Write In This Space. Value of Value of En ti re Deceden tis property Interest Dauphin Deposit Bank & Trust Co. Checking Acct. No. 61-72-353-3 Joint with Donald M~ Morton, Balance at date of death /' $1,030.39 \ 030.39 Insert this total opposite "Jointly Owned Property", Schedule "En in the" As Reported" colunm on the last page of this return. ~-. ~ p ~ , ~, REV-5IB (3-79) COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. 0; BOX 2970 HAR RISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF "APPRAISEMENT Donald M. Morton 14113 Bauer Drive Rockville, MD 20853 IExecutor or Administrator} In Re: Estate of Addie M. Morton a/k/a Addison M. Morton Cumberland County - File No. 2l~ 78-0033 Dear Mr. Morton: You are hereby notified that the supplemental appraisement in the estate of Addie M. Morton a/k/a Addison M. Morton has been filed in the office of the Register of Wills of Cumberland County on June 29. ,19..EL. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None None None 1,030.39 $1,030.39 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 June 29, 1979 ~~~ Signed Title Administrative Officer NOTE: This is not a bill. REV-457 (S-78) D~PAR'nvi"NT OF REVENUE BUR.AU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 .- SUPID,EMENTAL COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE COUNTY FILE NO. June 29, 1979 Cwnber1and 21-78-0033 Whereas, Addie M. Morton late of Borough of Mechanicsburg in the County of Cumberland Commonwealth of Pennsylvania, having died on the 15 th 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 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 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 . , , . None Joint-Held Property , 1. 030 39 , Transfers None TOTAL ASSETS 1.030 19 , , c - / .~: . - , " i." . , "h " , '~ ',' , .; ., Have been duly sworn a.&t?fiding to law, 1 do hereby certify that the above apyraisement is made in confowity with the law on this day of ~ \=-' une . ' 19 _. _'1\":? _\.~(L.., ~ o Appraiser (Number and Street) Harn.sburg (Post Office) . Penna. , . " ~ 3 l-LI, 'Y.{ r.,,&-2- ~ _ f~ 10 ;, l~Q , / '7:>,q, 1 L ~ ~ /G 7 ~_.4' I f ~ 7 f~J!.:-~ ,1/ 1 f? ;:) 2~' 11 -I' .r .. f/1 f( c 1r (i - . COC,-r ,0 ~ ~L:J () f, , "" ~ 'i ~ c-~ <: \% cO' ...' 0- ::> u> ..... 0 ~ '" ....' \D: u ~ oci. "", en 0 ...., -' uJ a ~, .: "", :;l t\'. :l' a: .0' "" ",: m \ . ,. C>- ">' ...., -, "'., ~ ~, 0: t\ 0' .:r >t), ~ -0' 0: ...: ~ <-\' ~~ ...., \ ~\ ..... 0.;: ~\ 6 ex: .s .s ..... t- o 0' P.' Z t:: t:: \" ~, j\\ ..... 0' 1'1' '0 .; u.. -d '" '" u> ~ 0 ~\ \<I' 0 ~ 1:: 0)' " ,.." ';> 0 ~ "" 1\ '" i\ ~ ~ "" <l> '" ~ - - l- V> V> "'i ~ ~ ....' Jl ..... z ... 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