HomeMy WebLinkAbout09-28-78
RCC-33 (4-73)
SEP " 8 litJ9R
COMMONWEAL TH OF PENNSYL V ANI~ (., ~ .
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
CUMBERLAND
IMPORTANT,
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'lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
} AFFIDAVIT OF
EXECUTOR S
County ~RWW:!!.tJ\:~
IN THE MATTER OF THE ESTATE OF
ARCHIE C. SOBER
(STATE FULL NAME OF DECEDENT)
Late of
CUMBERLAND
State of
PF:NNSVT.VANTA
County of
CUMBERLAND
Wilford C.
} 55
Xfm(IlUItHlX>X
Sober and Nelson A.
Sober
Executor S
of the estate of the above-named decedent being duly sworn, depose
and <say
Decedent died Februarv
(MONTH)
Name ond address of attorney or }
other authorized representative to whom
oil correspondence should be mailed.
2
19~{~estate leaving 0 last will, copy of which is hereto attached. }
(YEAR) r~~)fx
(DAY)
Thomas I. Myers,
Myers, Myers, Flower & Johnson
P. O. Box 125, Lemoyne, Pennsylvania 17043
That as such Executors deponent is Familiar with the aFFairs of said estate and the property constituting
(EX ECUTO R-ADMINIST RA 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Dauphin Deposit Bank & Trust Co. Decedent. Nelson A.
301 Market St .. T.emo"ne Pa. Sober and Wilford C.
Sober Sons
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 detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon 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 forth 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 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 deposit, savings
banks, trust companies, or other institutionsl whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and to the date of decedenCs death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations. whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniJur~, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever, kind .or nature, ieft by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments 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 jf 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 secur~(ics o\vned by the decedent at the time of death, with the-market .v.alue there-
of at such time.
",
;;/
i>'"
In the case of' securities of close or family corporations, the values reported are as f'ar as
possible suustant.iated hy financial statements of the corporations, showing the assets and liabilities
thereof' as of' the date of' death. The schedule also sets f'orth the interest of decedent at the time of
death in tiny f':o-partnership or business~, and in support of the value of' such interest there is annexed to
said schedule, fjnancial statements showing the assets and liabilities of' said co-partnership or llusiness.
A cop;y of th!? co-pftrtnership agreement, (if' oral, a statement setting forth the nature of' the agreement)
together wi th 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 dec€t'lent's interest
therein mllst be submitted. It should also set forth in itemized f'orm, together with the fair market value
thereof" any other propert;y owned or bequeathed by the decedent at the time of' death.
The ScAedule C attached hereto and made part hereof' sets f'orth a true answer to each inquiry
contained therein awl in the case of' transf'ers of'property, real or personal, within two years of decedent's
death, in contemplation of' rlecedent's death, or intended to t8.ke ef'f'ect in possession or enjoyment at or
af'ter death, sain schedllle sets f'orth the nature arH~ value of such property, to whom transf'erred, the
relationship of the transf'erees to the decedent, the proportionate share received by each transferee and
all other facts of' a pertinent. nature regardin~ sairl transf'ers. In the case of transf'ers intended to
take ef'fect in possession or enjoyment at or af'ter death, there is also attached to the schenule a copy
of' the deed, trust agreement or other instrument creating the trust. Thert'~ is also set f'orth in said
schedule it list of' all property, real and personal, with its value, which pal'::ses Ilt decedent's death by
virtue of' the exercise by decedent, either individually, or jointly with another, or any power of' appoint-
m~nt vested in decedent, either individually or jointly, by the will, need, or other instrmnent 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 beneficiall y 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 f'or life nnrler rlecedent's Will. It also
contains ft statement showing which of' the benef'iciaries named in the dececient's will, if' any, died prior
to decedent, the dates of' their death, their issue, and the relationship of such issue to the benef'iciary.
That Sct>edule E attached hereto and mane a part hereof' sets f'orth all property, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, standing in the name
of the decedent ani} others, plus the date and place of record of instrmnents eff'ecting the vestiture of
real pstate and the date of' acquisition of personalty, plus the name, address and relationship, if' any,
of' co-owners to the decedent.
That Sct>edule F attached hereto and made a part hereof' sets f'orth fully and in detail all debts
and deductions claimed f'or and on behalf' of' this decedent's estate, including funeral expenses paid;
f'amily exemption, wher~~ applicable; costs of' aciministration of' this estate; counsel f'ees and f'udiciary's
commissions paid or to be pftid; cost expender! f'or burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and llnpaid at time of'
death; taxes accrued chargeable f'or 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 pledger! for obliga-
tions, if any. It is agreed that the f'iduciary 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 l~ss 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.
~
..m............2~...
day of
~.
197.Z
.~;~~~~
"" CollllDi_ Elpir.. Dec. 21. 1981
LemoJ'l101 Pa. C1llIIherla.nd Coutl.y
NOTE: Before signing af'fidavit make sure all blank spaces in the aff'iciavit and schedules annexed are
f'illed in with details or the word "None", and in case the assets inclurle rare and unlisteci securities,
securi ties of close or family corporations or an interest in any co-partnership or business, that the
data and stlitements requi red under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Sunnllary" has heen properly completed as above-directed.
RC C..34 14..731
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 os tenant in common with another or ather, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held os joint tenants with right of surviarship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania .hould be
described by lot and block number, .tr..t and .tr..t number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
cres; al.o statement of mortgage encumbrance. upon each parcel at death
of decedent. Taxe., a...s.ment., accrued Int.re.t on mortgage., .tc.,ar.
to b. lI.ted on Schedule "F" and must not be d.ducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In this spau)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
Real property known as No. 359 Lowther
Street, in the Borough of Lemoyne,
Cumberland County, Pennsylvania in the
name 0 f the Deceden t and Eunice L. Sober
( Eunice Sober died November 2, 1977)
by Deed dated June 23, 1961, recorded in
Deed Book 20-F, Page 778, Cumberland County
Records.
Sale Price
," ,..~ ,.., ,"
qe:) ,X""
39,300.00,,/--- I",;"
f
(I,. L ,f:;, l,cl.', './: 1/)1; <" l-
._' ~'c_ ~c' \' y ,.Vc.e: :,
SLnD
1.-/
.,
, l
r! )
L
::51; ~ O(J. J (J
Insert this total apposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
Rec -~5
COMMONWEALTH OF PENNSYLVANIA
TR~SFRR INHERITANCE TAX
.
RESIn2~T DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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 with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive Lrust accounts, must be listed, despite the f'act that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
!~oods, and f'urnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certiricates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the ~state or f'iduciary in said capacity, partnership interests, interest in anyundistributed
estate of' or income f'rom 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
ESTIMATED
MARKEr VALUE
UNIT
VALUE
1.
Household Goods - Sold
3,316.50.
2.
Bank Accounts:
Dauphin Deposit Bank & Trust Co.
Savings Account No. 12-08025
Certificate of DEposit #1085
Checking Account
5,623.15i
3,543.94r'
218.68;
CCNB Bank, N.A.
'. Savings Account No. 003-705016-6 v
Certificate of Deposit - No. 112584
200.76/
1,152.37.
3 .
$1,000.00 Bond - Bible Baptist Church
7~% - Bond amount, plus interest
1,112.50
4.
Consolidated Rail Corporation
Employee Benefits
1,256.90
118.90 J.
5 .
Adjustments at Settlement
Social Security Death Benefit
paid - Eunice Sober
255.00,
6.
7.
Medicare Reimbursements -
252.60
8.
Hankee-Hanes Homeowner's Insurance
Refund
13.00
'.
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
(Do not write in
this space)
,
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17,064.30 I C. .Po '1 ' , )
pce- jS
Cl)MMCl:\ yVEi\ Ij'l'Il 1)1: IJE\'\I:-;YT,L\\IA
TilA\SFFH I\li1.'1II'U,:'\CF TAX
SC1J:i:!JLLF 11 C n
Tn \'\T'..n,}:JL'-;
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iIESlIH<:\T l1!'Ti-:nF:\T
(1) Did (h'cpdl'nt, within t.wo years ofdeat.h, ITldke Ll~l.V triulsfer of' illlY material part of hi~ estatp, W:itllOllt
rpL't>ivinp; a valllable al~d adequilt.e considf"I'dt.irITl tlV'rpfor? (;\.ns;H~r yes 01' no)_NO__
(2) Did rlecedeJlt, wit.hin two years of death, t.rHflsf'er prop':'!rc.y from himself' to himself' ann another Of'
ntlwrs (ineluding it spouse) in jotnt ownership? (,\nsl'wr :'ies or llO)-No._
(a) I f' the answer to (1) or (2) above is ill t.he afn rmaf,i ve st:lte:
(I)) Ar!;f-! of decedent at time of' transfer
(t) State of' decedent I s heal t.h at. time nf making; the transf'er. (Note 1).
(c) Cause of decedent's de:lth. (Note 1).
(4) Did dece(tf>nt, in hi:" Lifet.ime, make any t.ransfer of property without receiving it va,luable or adequate
consideration therefor which was to take effect; in possession or enjoymept at or after his death?
(Answer yes or no) No
(a) Was there any }lossihiltty thut the property transt'erred migllt return to trawsf'erer or hIs
esLate or be subject to his power of' disposition? (Answer yes or no)
(I>) What was the transferee's age at tim(~ of decedent's death?
(5) Did deeedent in his lifetime make any transfer without receiving a valuable and a,de(lllate consideration
therefor WIder wIdeh transferor expressly or impl iedly reserves I'or his life or any l,eriod which does
not in fnet cnd before his death:
(a) Thc possession or !~~joyment of' or the rig;ht to income lrom UI(' property tl'anSferreii?
(Answer yes or no) No
(h) The right to rlesigrlate tIle persons who shall l'ossess cr enjoy the property transf~rred or
income therefrom? (Answer yes or no) No
(f,) If the answer to (fl) (b) above is in the af'f'irmative, state whether the rig;ht was reserverl in decedent
H] one f)r others
(7) Did decerlent in his lifetime make Ii
pay i.ncorne to or for the be41ef'i.t of
(H) Did (lecedent, at any time, transf'el" propert,v, the benef'icia] enjoyment of' which was suhject to change,
beeause of a r.~server1 power to alter, amend, or revoke, or which cOllld revert to decedent uncier terms
of' transfer or by operation of' law? (Answer' yes or no) No
(9) If' the answer to un ahove i." in the af'f'irmati.ve, was the power to alter, amend, or revoke the inter-
est of' the berlef'iciary I'eserverl in Ulf' decedent alone or the decedent and others?
(Answer yes or no) ~lo
~()TE1: The answers to these questions should he sUllported by af'f'idavit hy the atten,ling physician as
well as ;.1 copy or the rleath cert.if'icate.
1\OTE 2: If' answer to any of' the above quC'stions is yes, set forth below a description of the property
transf'err(!'l, it's rail' market value at ci.ate of' death, dates of transfers and to ...'hom transt'erred, with
relationshi]l of' trl-lIlsf'erees to rleeecient, if any. Snbmlt copy of' any trust df~ed or instrument, if trans-
reI's are claimed to he non-taxable, also suhrnit detailerl st.atement of' facts on which SHirl claim is based.
NOTE 3: List api)licable property helow in manner in which provided hi Scherlules A, B, or E.
I\j"
transfer, the consirleratinn f'or whieh wns transf'eree's promise to
care of' tl'ansf'eror? UlTlswer yes or no) No
ITEM
UESCIUPT [ON
~lAlUmT VALUE
(Estimated)
DEPT. VALCAT':ON
(Dept. Only)
NONE
NONE
~.. --.."
Insert this tot:ll opposite "Transfers", Schedule "e" in
"As Reporterl" coll1nHl on the last p'lg;e of' thts return.
the
----
R,CC-37 (12-63)
COM~10N\\'EALTH OF I'ENNSYYL\NIA
TRANSFER INHEHITANCE TAX
RESIDENT DECEDENT
SCHEDULE "[)"
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP ! SURVIVED I
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest, vested, contingent or other~ are involved, set STATE YES IN ESTATE
wise. in estate) forth this fact.) OR NO BIRTH
Wilford C. Sober Son Yes Adult One-fourth residue
106 Fairview Dr. u
Camp Hill, Pa. 17011
,
Kathlene E. McDonel Dauahter Yes Adult One-fourth residue
500 Cocklin Street "
Mechanicsburg, Pa. 17055 I !
."
I
i -.--
Nelson A. Sober I q.nn u__ ~".,1 f- ^-- ---'''..-
.".
4 Terrace Place ,
. ----r - -.---
New Cumborl~nd. Pa. 1?Q70
~
Dorothv L. Roller DauNhtE!,!'_ I Yes I Adult One-fourth residue
-i-.
A~ ()no;rb " 1 ! I
I .-..-.-- -
Camn Hill, Pa. 17011 ! I
" ',....., -
I I
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, -----~
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--..---..-.---
---.
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-
Deponent further says thHt all the above-named beneficiaries are living at this time except below:
- " I -
NAME DATE OF DEATH RESIDENCE
-
-
.~_.
_m
-----
Gross Taxable Estate.
$
$
$
$
$.. ...
$5E),}E)4 .~O
(1 )
(As Reported)
39,300.00
17,064,30
~O-
(2)
(As Determined)
M _
o .
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_ 0. 0
- S U
10:
MU'O
o ~
::Jiilt:;
U ~ 0
~ S ~
[:! 0:
Real Property
Personal Property
Transfers
SUMMARY
(Sch. "A")
...(Sch. "B")
(Sch. "e")
$
$
$
$
$
$
C
fo- 0
Z '0 Ol
M ~ (j) C '"
'" tiI ~ C .<:: .,.
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~ -< :I: tiI fiI 0 r-l Co, " <ll
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0 ~ :I: '" -< 0 .<:: (j) S Z r-l r-l
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RCC-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRllCTIONS: Th i s schedu I emus t disclose all proper ty, re al and personal, ownerl by the (Ie cedent join tly
with another or others, including intangibles, standing in the name of the decedent and others. List
real est.ate first. as entireties, or joint tenants, giving brief description, as indicated llTHter Schedule
"A", plt:.s the oate ann place of record of instrument effecting vestiture, but do not include entireties
or out of slate real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus nate or acquisl tion, and the name, address and relationship (if' any) of' co-owners to
the decedent.
Description of Property, Date of' Acquisi tion, Name Unit percentage Estate DEl' ARTt.lENT VALUATION
Address and Relationship of' Co-Owners, and PI ace Value Share Valuation CAUTION-Do not Write
of' Record of Instrument, where Real Estate. In This Space.
~ >Q< XX :)<) g: ~ ;;;x> )< ~ I Value or Value or
~ ':>6 ':>6 ex xx ~
/Qo ':>6 :xx :)<) )< ~ ex )< :)<) I!.'ntire Decedent's
0X. :)<) :)<) 66 :)<) <:)<) )< XX >sg Property Interest
0/
. NON
NONE "---.-
Insert this to tal opposite "Jointly Owned Property", Schedule "En
in the n As Repo rted" column on the ]a~t page of this return.
E
------
RC C.3Cl (&-77)
County, Number and Name
File Number
Date of Death
File Date
Eltate Name
5~~f_~~D
- 21-78 85
SUMMARY
Fesr~~r~ 2i 1978
_1- ..6-78
~n~~o nO~~T~
(LAST NAME) (FIRST NAME)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
C
(INITIAL)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", uB", "C", and tiE".
Dated:
November 16. 1978
Ct~~ /<. ~~ ~~A.~.-:___
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respec1
fully report that I hove allowed deductions in the amounts claimed by deponent, except os to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule IIF", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED Y ALUE AS APPRAISED CODE VALUE AS REAPPRAISED COI
Real Property (Schedule A) $ .:S~,.:SUU UU $ 39.300 00 0041- 00+
Personal Property (Schedule B) L I, Ub'! JU 16 .809 30 10+ 10+
Jolnt.Held Property (Schedule E) -0- -0- 20+
Tran$fers (ScheduleC) -0- -0- 30+
TOTAL GROSS ASSETS :Jb, .:Sb'! JU S~6 109 30
Less Debt. and Deductions 40.
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
.:&...-
PRINCIPLE
FACTOR
VALUE
t=
~
annultles....................._ $
1-=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax- on $
Exemptions
Total Estate
~
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
5%
10%
15%
.
(*) As evidenced by Charitable
Exemption Certificates Issue_
by the Secretory of Revenue.
TOTAL TAX
$
t=
Less tox previously paid
BALANCE
L.ess 5% of tax if paid within
3 month s after death
$
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
$
$
t:::
$
$
$
$
TOTAL TAX BALANCE $
PAID $
Supplemental Code., (FOR USE IN HARRISBURG ONL Y)
48-Adju.tment
49+Adju.tment
56-Annuity
6O-Life E.tate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Re5idue
96-Success i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subs~uent adiustments are made to the above computation of tax by the Register of Wills, for proper reason
same should be noted below, with short explanation. '
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RCC-81 (6-73)
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
Wilford C. & Nelson A. Sober
(Executor or Administrator)
In Re: Estate of
Archie C. Sober
Cumberland
C t F'I N 21-78-0085
oun Y - I e o.
Dear Mr. Sober:
You are hereby notified that the original
opproisement in the estate of Archie C. Sober
has been filed in the office of the Register of Wills of Cumberland
County on November 16 , 1911L-, Soid appraisement reflects the following
valuations:
Real Estate
Personol Property
Transfers
Jointly Owned
Total
$39.300.00
16 .809 .30
-0-
-0-
$56,109.30
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 thot remains unpoid 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.
Date November Ib, 1978 Signed ~ _ L~Jth~
\ \'
Title Chief Appraiser \.- "
L-----..
Note: This is not 0 bill.
.
RCC-2 (2-641
. DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
llovember 16. 1978
COUNTY Cumberland
FILE NO. 21-78-0085
Whereas, Archie C. Sober late of Lemoyne
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 2nd day of February 19 78 , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Ira K. Gleim . 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.
Unit ApDrai,ement
Ducrlptlon of Auet V.lues Made for Inheritance
Tax PurDOU'
. 539 $
Real Estate 300.00 3~_:i00 ~
l'ersonal Property 16,809.30 16 809 ho
Transfers -0- -0-
Joint Frooertv -0- -0-
Total Estate $56,109.30 $ 56 . 10_9_ ~I
Having been duly sworn according to law, I do hereby certify that the above
formity with law on this 16th day of l;ovember &
~1.>?
appraisement is made in con-
/{, ~J---&-,_._~_!9.1lL.
Appraiser
(H\l.mber and Str4'et)
HarrisburQ
(Poat OfIIee)
, Penna,
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