HomeMy WebLinkAbout02-01-78
INHERITANCE TAX RETURN
FOR INSOLVENT EST A TES ONLY
OF RESIDENT DECEDENTS
RCC-t.4,3 (3-73)
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i"',COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX OIVISION
COUNTY OF CUMBERLAND
This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine
months after d(lte of death, unless an extension is granted by the Secretary of Revenue.
. I
:m:.. No. 19_ I, Carl Obeman
I (NAME)
rMiSC:} ,
~ duly sworn according to law, deposes and says that he is the
of 212 Geary Avenue, New Cumberland, PA.
1 ADDRESS)
surviving joint tenant
(EXEC., ADM., LEGATEE, ETC.l
of the estate oL.L=e~t~a~ Oberman
latc of New Cnmhp.rl.qnd
(CITY, BOROUGH, OR TOWNSHIP)
deceased, and that the whole of the estate of said decedent, who died on.
Mareh ll,(ol~U
consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and
($~~
Carl 8. Oberman, survivin joint tenant
Type of Asset: UQTR ~ 1'~~~_:_-1I~
Real e,,5..t~_~j.~,:r.,ersi.~tlr. ''';~l.I..H:~ 28. 1911) ASSETS
Pro~rty, JOintly, '\ ,-:,"_ 1-' .." C .."';"1
Heltl:ll~rSp!i"omGi1'd,-P...' Cu;-:-.......nJj.t.o.I C..w.); (Attach odditiontll sheets if necessary)
Transfers Description of Asset
Estimated
Market
Value
Checking Account No. 660-152-0 in CCNB BANK, N.A
in joint names with decedent and Carl B. Oberman
her,son, having a date of death balance of
$1,095.24. Valued at one-half
5Q ~2---
~
Savings Account No. 001004744-7 In CCNB BANK,
N. A. in joint names with'decedent and Carl B.
Obeman, her son, 'having 'a date of death balance
of $592.63. Valued at one-half
296.32
TOTALS
'~3.94)
{ TITLEl
Deportment
Valuation
CAUTION
(Do not write
in this s ce)
54'7.1t>~
d., q (p, 32
-it '8'4 3~ g
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and persooal property as reported in the fOregwg schedule at the vaJk:et forth opposite each item in
the last column to the right. (' YLA- J<, JJ ~
Dated: February 27., 1978 {INHERITANCE TAX APPRAISERl
Name of Payee
DEBTS AND DEDUCTIONS
Nature of Cloim
Amount
Claimed
Musselman Funeral Home
Funeral Bill
$2,232.00
TOTALS
$2,232.00
Amount Approved
by Register
~ ~~.()O
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for the above County. do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount
in the last column to ~h greater or lesser amount represents the s~m allowed as a d uction.
~ate of Approval: .:?1- 19 'lJl t:
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RCC-81 16-73J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
Carl Oberman
212 Geary Avenue
New Cumberland, Pa. 17070
(Executor or Administrator)
In Re: Estate of
Loretta B. Oberman
Cumberland
County - Fi Ie No. 21-78-0070
Dear Mr. Oberman:
You ore hereby notified that the insol vent
appraisement in the estate of Loretta B. Oberman
has been filed in the office of the Re,ister of Wills of Cumberland
County on February 27 , 19~, Said appraisement reflects the following
valuations:
Real Estate
Persona I Property
Transfers
Jointly Owned
Total
-0-
$843.94
-0-
-0-
$843.94
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 February 27, 1978 Signed . ('~a k'. .lIL~
Title Chief Appraiser
Note: This is not a bi II.