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HomeMy WebLinkAbout07-13-78 '7 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS --' - :2-/- 7f"~ ~f! '* .- ....... t. .~. . RC~~~ (4p731; /- RESIDENT DECEDENT 'JUL 131978 COUNTY OF ~A/;A/~ IMPORT ANT, 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 Bnd Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF Charles H. Bishop A/K/A Charles B1.sJjop Jr. (STATE FULL NAME OF DECEDENT) H. } AFFIDAVIT OF EXECUTOR "'M'lllI1NI'i!"nl.l\:~ L(lte of Cumberland Counfy State 01 Pennsylvania J'" Trust Orricer Dauphin Deposit Bank & Trus t Company Executor County 01 Cumberland William S. Sanrord, .Aata.iaiuw",- of the estate of the above-named decedent being duly sworn, depose and soy Februa.ry (MONTH) Name and address of attorney or } other authorized representative to whom 011 corres.pondence should be mailed. 3 (D'AY) , 19~J ~elState leaving a last will,' ~opy of which Is hereto attaChed..} (YEAR) ~~~)O Decedent died Mvers. Mvers. Flower and Johnson 3rd & Market Streets, Lemoyne, Pa. 17043 That as stich -Executor deponent is familiar with the affairs of said estate and the property constituting (EXECUTa R.ADMIN ISTRA TO R) 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.....FE DEPOSIT BOX Dauphin Deposit Bk & Trust Co 3045 Market St CamD Hill. Pa. 17011 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Decedent RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules A&B of this return, with the exception' of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detai I all the real property in ~he Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upori 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 Corth in the columns 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 mape 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,~wli:etlier~'in dece'denCs:.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 other person or personsj;.i',,,,, giving also separately the accrued inte;est thereon, if any, down to the last interest day prior to dec~d'e~:" "" death in the case of saving's banks, and to the date of decedent's death in all other cases; all bon4s~~posta'l- ~.. .I' ~-":"lK savings, treasur:y:'ce.rrificates or notes and other evidence of indebtedness of the United States ,10 the ~'e- cedent; all obligations,:)whethef by .Sta.tuteLor'..agreement they are designated as tax free, of the'Uni_ted Stat~s, or any state, or political subdivision thereof, or of any foreign country, which are owned at .the tim'e or-death; all wearing apparel, jewelt:y;~ silverwa1e;'.pictures, books, works of art, household furniture, horses, '.carriag'ts" automobiles, boats, and. any and all other personal chattels of whatsoever. kind or nature, left by decede~t, together with the fairlY,.estimated market value thereof; all bonds and mortgages held by decedent a;d.:~f 'all.- claims d~e and' owing decedent at the time of death, and all promissory notes or other"instru~ents 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 interest thereon to the date of decedent's death and other investment securities owned by the decedent at the time of dea~h, with the.market value there- of at such time. ~""'e,.. ........ .~' .,.~ ,'" ",' ~ t;:'. l';,.. - ~ ~ ".ii..:, ~ ",.. ""=- - ~ ~... ;;;: ... ~ " " ,. /j . . . 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 or death In any co-partnership or business, and in support of' the value of such interE!st there Is annexed to said schedule, financial statements showing the assets and liabilities of' said co-partnership or D,uslness. A copy of the co-partnership agreement, (if oral, 8 statement setting forth the nature of the agreement) together with 8 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 af).d just__ft.Pprllisa.l'.of,the deeedent's inte..I"~8t, therein must be submitted. It should also set forth in itemized f'orm, 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' transf'ers of property, real or personal, within twO' years' '01' dec-edent' 8 death, in contemplation of' decedent's death" or intended to take effect in possession or enjoyment at or after deat~, ~aid sche~ule sets f'orth the nature and value of' s~ch propert)-", to whom t'r8nsl"erred, the relationship oT the transferees to the decedent; the proportionat~ share r~celved ~y ea~h transferee ind' all other facts of a pertinent nature regarding said transfers. In the case of transfers intenltea-t'<f'-=- take effect in possession or enjoyment at or after death, there is also attached ~o the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther~ is also set f'orth in said schedule a list of all property, real and personal, with its value, which passes ut decedent's death by virtue of the exercise by decedent, either tndividually, or ~olnt1-y wi~h .another, or an~" power of appoint- ment vestedindecedmlt, e~t.het indiyidually ,or jpil"!tly, by thE! will, c:teed, or_other instrument of another, with a copy of the lnstrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the name~ am addresses of all persons beneficially interested in this estate at the time of decedent's death, thH 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 life under decedent'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, 8J1d 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, includi~g intangible, standing in the name of the decedent and others, plus the date'and place of record of instruments efrecting the vestitute of real estate and the date of acquisition of personalty, plus the name, address and rel~tio~Shi~; i~ 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 deductions claimed for and on behalf of' this decedent's estate, including Olneral expenses paid; family exemption, where applicable; eosts of administration of this estate; counsel fees and f\Jdieiary'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 and 1mpaid at time of death; taxes ace rued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It 1s 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 Regist:.er 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", "e", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Dauphin Deposit Bk . Trust Co. Subseribed and sworn to before me this ../Jp.:........... tft~~----- 301 Market Street ................................(sv:~..N~i&;;r...............................---. M1/~ry Public. CarIl".. Cumbo/land ... Lelll~.y.~~..........~.....~..?...~............m.... y I 0....0_ . "" -;/.d-. I ..,; (City or Toum elM St4te) NOTE: Before signing affidavit make ~utl tll blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets inelude 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 "B" arE' attached. Also make certain that column #1 1n the "SUJII11ary" has been properly completed as above-direct.ed. .... ~~J of h.;.. 192.1 {)"1g..~P<4C_... , ., ":'-',;.. ..,.--...... ..,.., '_, ."_. ._.'-~~'...:~~......'......,+"",....."..,..,.~~__...-".J..: . .'~..,~;.,:.'~. ~ ~.' RC C"34 t4-73) l' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 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 each parcel at death of dece- dent. Property held by the decedent as tenant ,in cammon with another or ather, should be identified as to quantum of interest and the estimoted value should be that of the decedent's interest only. (Property held os joint tenants with ri'ght of surviorship or tenancy by entireties should be reported on Schedule "E. ") 1/2 interest in 2100 Chestnut street, Camp Hill, Penna. By decree awarding Real Estate dated MaYI 10, 1977. sold $44,500.00 /~ '0 of.. A/ 1r' PR IAI(J..Ll? ~ S 3 () 't'l; (CI). ;iJ '1- ~O /).. 0 ) (1) (2) (3) DEPARTMENT ASSESSED VALUE VALUA TION FOR YEAR OF ESTIMA TED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In thl. space) - - 7530 $22,250.06 '2.'2.--,'"2~.OO The real property located In the Commonwealth of Pennsylvonla .hould be descrIbed by '-at and block numbor, stre'e. and street number, together with CI general description of the property, w:lth 0 reference to the record of the conveyance by which the decedent took tltlo; If a farm state number of o~ eru; alia statement of martgag-. encumbrance. upon each parcel at death of decedent. Taxes, auessments, accruedlntere,t on mortgage., etc.,are to be listed on Schedule "F" and must not'!:I8 d~ducted from this schedule. Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the lost page of this return. $22,250.00 "2.-'2.",2.<;0.00 RCC -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY . CO~~IONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTION~: 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 listed under Schedule ffEn. Intangible personal property, titled 1n the name of the decedent, but payable at death to another or others, including but not limited to PwO.D. U. S. Savings Bonds and tenta- tive trust acconnts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (ewg. j~welry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay- able to the estate or rirluciary in said capacity, partnership interests, interest in anyundistributed estate or 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 VALUE ESTIMATEJJ MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1. Jew1ery & Househ~ld Goods Per appraisals less Grandrather Clock $39U.00. See note below:. $1.436.00 \" L\.31....c= 6. Cash 428.45 "- , 300.00 * 2. 1971 Buick Sedan La Sabra 1,300.00 3. Dauphin Deposit Bk & Trust Co. Checking Acct. 15 60 552 3 7,545.59 '1... <;4>.S. '0'1. -'\ ) -"2-"1- \3 .4. S 4. 123 shrs AT&T Comm 59 337 7,298.45 5. 514 shrs Dauphin Deposit Bk & Trust Co Comm 31 15.934.00 7. Commonwealth or Penna. Retirement Board 6,892.31 l..S \ ct ~<-l. 0-0 LlL.-B.llS (." ) B'i. '2..;' \ * Note Item 1. Grandfather clock encluded in appraisal was bequ athed by the will of Isabella Oberly Bishop to Cha.les H. Bishop Jr.., or t J Oberl Bo.' sh p.- Copy of w 111. life with remainder interest 0 oann of Isabelle Ober'ly Bishop is ~ttached. Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" colUJlD1 on the last page of thl's return. x X $40,834.80 LIe, '2>~'-f-Q" !"'. . , (;~--~,.- ~ci: - 3b COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS *~ RESIDENT DECEDENT (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 1s 1n the affirmative state: (a) Age of decedent at time or 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 there~or which was to take ef~ect in possession or enjoyment at or after his death?" ' (Answer yes or no) _..nSL.- " (a) Was there any possibility that the property transferred might return to transferer or h1s 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 li~etime 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 before his death: " (a) The possession or enjoyment o~ or the right to income from 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 (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved 1n decedent alone or others (7) Did decedent in his life,time make a transfer, the consideration for which" was' transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved po'wer to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or 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 affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If a.nswer to any of the above questions is 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 in which provided in Schedules A, B, or E. ITE\1 DESCRIPT ION MARKET VALUE (Es tlma ted) DEPT. VALUATION (Dept. Only) None N \f"YJ- "Insert this total opposite "Trans:fers", Schedule "e" in the "As Reported" column on the last -page of this return. < .. Rcq-37 (12-63) COM~lON\\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES 'lJo . Jr. ~ <" > i '.' . ; l~; f t ,. 1~ RELATIONSHIP BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED DATE INTEREST OF .State full names and addresses of al] 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 If,t",,, w"..,,-t .. r.,.~ ".." M;nnp 1iln..";~i,, R.."".."i- 2140 Pinto Road ...." ~........... Warrington, Penna. 18976 . , David Austin , Grandson yes minor Speciric Be"uest 75 Meadow Glen Drive Dover, ve~aware ~"u~ Louise C. Barker None yes or age $10,000.00 2120 Market st . Camp Hill. Pa. 17011 T..". +h 1'1; ~hnn W"...<:+ ,no ...ter yes nf' .aA 1/2 Re,''', 2140 Pinto Road 11arrington. Penna. 18976 Toann Bi"hon Au"tin DaulZhter yes or aee 1/2 Residue 75 Meadow Glen Drive vover. ~'7"J. , h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NnnA ... o . -:!- .. .. ... 1i= c '" .. e .- - ::s e"- "0 "a. 8 < Eo ':'B:c o .. --1:: ~ !l 8- " e .. ~-", SUMMARY ...(Sch. "AN) ............................................... .........(SCh. "B") ....(SCh. "C") Real Property Personal Property Transfers Gross Taxable Estate. (2) (As Determined) (1 ) (As Reported) $?2,2,50.00. $.40,S}4.S0 $ $ $. . 63,OS4.80 $. $ $ $ $ $ $. f... 1 z ~ t.l .. '" - .. >- "" ~ <( t.l '" en - - <( < " DC = t.. '2 a. P- O " a. P- ~ '" -<: '" <( ~ ::: t.l :., t.l ... f... ~ Q c: ci ~ :t .. -<: c: ~ 0 1;; '" Z f... P- t.. t.l ~ lie ~ 0 0 c: = ~ 0 0 a. :c t.l '" OW .. ~ ~ ~ DC .b 0 c: ~ < ~ 0 'S :;;: 0 .c. E 's ~ " E =." " 0 0 ::~ .. u u ,. ~ . '. . ., RC.C-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This scherlule must disclose all property, real ann persona], owned 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 under Schedule "..\", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "BIf, lllus date at' acquisition, llnd the name, address and relationship (if any) of co-owners to the deceden t. Description of Property, Date of Acquisitio.n, Name Unit percentage Estate DEPARTliENT VALUATION Address and Relationship o~ ,Co-Ownersj and PI ace Value Share Valuation CAUTION-Do not Write of Recorn of' Instrument, where Real Estate. In This SpRee. <x Value of Value of ~55 X X>< ~ )< 55 X>< :><>0< )< % :?<: )< :x z: Entire Deceden t t S X :)< ~% 55X&% )< v< >0< :x Property Interest None . Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page o~ this return. N~. - . . . .' '.' .' . . .. . . R c c.slf (&.77) . County, Number and Name. SUMMARY File Number 21-78-64 Date 01 Death ~9" J. '97R. File Date COMMONWEAL TH OF PENNSYL VANIA Estate Name Bishop, Charles H. Jr. TRANSFER INHERITANCE TAX (LAST NAME) (FIRST NAMEI (INITIAL.) RESIOENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undenigned duly appointed Inheritance Tax Appraiser in and lor the County 01 , Pennsylvania, do respectlully report .that I have oppraised the real and personal property as reported in the loregoing return at the values set forth opposite each item in the last column to the right in Schedules itA", 11-8'., "CU, and liE". Dated: tf- 13 - 7'i 1:..2L P-. /(, }f jJ()<-~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register al Wills in and lor County, Penn5ylvania, do respect- fully report that f have allowed deducfion~ in the amounts claimed by deponent, ~xcept os to those items where a greater or lesser amount is 5et forth in the last column to the right in Schedule "fu, which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED CODE VALUE AS REAPPRAISED CODE Rea I Property (SchedlJ Ie A) $ 22 250 00 $ !JIl '1.1; dtJ 004+ 00+ Personal Property (Schedu{e B) 40 834 80 '.JJ;; .1", Ji'/J 10+ 10+ Joint-Held Property (Schedule E) T -r;;;;; , 20+ Tran$fers (Schedu\eC) '",,,v . 30+ TOTAL GROSS ASSETS 63 084 80 ;;,;, ./>~;, 90 Less Debts and Deductions , 40. (SCHEDULE F) , CLEAR VALUE OF ESTATE Valuation of life estates or .2...- PRINCIPL.E FACTOR VAL.UE ~ annuities.................... ._ $ .t= 1= r - ESTATE TAX ASSESSMENTS -$ FOR USE OF REGISTER ONL.Y ~ COMPUTATION OF TAX Tax on $ 2% $ Tax on S 6% $ Tax on $ S% $ Tax on $ 10% $ TaX" on $ 15% $ Exemptions . (') As evidenced by Charltabfe Total Estate Exemption Certificates issued TOTAL TAX $ by the Secretary of Revenue. Less tax previously paid $ E=.. . BALANCE $ Less 5% of tax if paid within 3 months Gher cJeoth $ BALANCE OF INHERITANCE TAX DUE ~ I Add interest at rate of 6% from to $ AMOUNT OF ESTATE TAX ASSESSED $ t= Estate tax paid $ I BALANCE DUE S Add interest at rate of 6% from to $ TOTAL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adjustment 6O-Lile Estate 93C-Charity 96-Success ive 49+Adjustment 92+Remainder Appraisal 94-.Remainder Residue Lile Estate 56-Annuity 93-Remainder Deduction FOR USE OF REGISTER ONL Y ADJUSTMENTS , NOTE: Where subsetent adjustments are made tQ the above computation of tax by the ,Register of Wills, for proper reason, "Qme should e note below, with short explanation. -:2 \ ~ ~ .t. ~ - ~ " 0- .. ~ " ~ \a .. .. " ., 'f;\ ',. ~ .... .. .... ~ \ .t. .t. t t5 "" ~ '" ~ ~ ~ ~ ., 0 ~ 0- 0- ~ ~ ~ '"0 ~ <5 ~ ~ t;; e ~ '6 ~ 'to ., r? ~ '"0 " % 0 ~ '"is ~ ... ~ ~ ~ % ::: ~ 0 w '" 5 w ... " ~'e ..."" iiI'.t. - ' . . " Rcc-a1 (6-73) COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YQUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT ~uphtl'l l)a.\7olllt 301 Un'Ml: Street ~uvnu. &~po~. ) .. xectltor~or Aomlnlstrator In Re: Estate of r:a~"!!P.l"""'nfJ Gl=i..e\ll Ii. ilisltvp County - File No. ~1-"/iI,-O"~~ Dear You ore hereby notified thot the t-".j ...,tt...., approisement in the estate of C\)"'t:'l"n it. ltflith'lJ> has been filed inthe office of the Register of Wills of t'!r",lti>l<l....1t County on USetll:e:::l:lot' , 19 18 . Said appraisement reflects the following valuations: . f Real Estate Personal Property T ronsfers Jointly Owned Total l2.2JlO.ntl 40.g1~.tO 'itcne Nane iB.OM.nO As to such tax that is paid within three months from date of death, 0 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 dote of death, interest at the rote 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 Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Dote U Sl.!~t~llf" 18 Signed 2t-1"""--- k. jIf~ Cllt.af .l\Pflf:'.~.ielrt' Title '----~ ~ --. Note: This is not 0 bill. ., R c.c-a (2tt641 . q- L3--n?> DEPARTMENT OF REVENUE BUREAU OF COUNTY COll ECTlONS HARRISBURG, PENNA, 17127 COUNTY (' ~ FILE NO. '2..- t -( \3 - 00'" u.. Whereas, C~'l-\-- C2,~ late of C'~ \~ in the County of (' ~ Commonwealth of Pennsylvania, having died on the '2:, ~SL day of ~ 19::I.B., seized and possessed of an estate subject to Inheritance Tax under the laws of the_Commonwealth of Pennsylvania; Therefore, T, \ R 0-- C ~ 0 0 . " . 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 tbe cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after t.he expiration of any estate for life Or for years, the Commonwealth hereby ekpressly reserves the right to appraIse and assess transfer Inheritance taxes at the lawful collateral rate on any such future interest. Olllerlllt/on of Auet Unll Valuel Appnhement Made for lntlluitance Tax Purpoles $2.'- l.-S 00 l{o B3 80 N~ N~, ----r- "*- n '~Q,~- \~.".,.,- " -" ~'" 63 DBL{ B~ Having been duly SWOl'll' accordi!lg" to law, T do hereby ce tify that the above appraisement is made in con- formity with law on this \ ~ -\::::Y- day of ~, 19L'3. Appraiser \-\- .... ~M\l~~ ~1J~t~ ~ ~ , Penna. . .. 0 c-1 '"'" B <g\ ~ ~ .. ~ 0- \ - ~ . .. <: ... \.,,; p::: .. r' ~ '" >-::0 ':t . ~ s:. p.. r- .., ~ ~ ... 0 <iJ ... ~ ([l ~ "i "i ~ .; ..e .. .. ~ 0 ~ Z 1\ 1\ <> ~ e .. .. .. .... ~ ~. >-- e .;; l .. .:1 ,~ .. ~ <ll .c ::. ... 'C. ~ .. .. 0 \10. ... .. .. i r\ Q . :3 p::: <l) "- .. .. .; 't:. .... , ~ ~ ", p::: '" -.; 0 ... .... cD <iJ l:Ll P;. ... .. " ~ ~ ~ ... .... r- ~ t: ([l ... t .... <> ~ 1 , Iil - 0 ~ a 1 ! ~ "" 0' -;:, ,~ ~ c::\ (,) "" .~ Co (,) cr. Q C '" ~ '"'" .0 ~ .... '!; "" .. ~ r\ .. <> .. .. .. 0 c.:: '"'" " "is .. po ~ .. .. ;; "a .. 'i '&. .. ~ 0 ~ " ,~ Q "i e 'Q ,~ " .. .. .. .... Ul .;; .... % ... " s ~ \\.. ~ .. Ul P .. '" c.:: ';jj Q ... .. it. ~ ~ 0 ~ ""