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HomeMy WebLinkAbout03-02-78 COMMONWEAL TH OF PENNSYL VANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION f' ~.. 'I', I.f(, *' INHERITANCE TAX RETURN . C ih'v! FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS M/ r COUNTY OF CUMBERLAND RCC-I03 (3-73) 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 date of death, unless an extension is granted by the Secretary of Revenue. , Will. I ',I' ~. No. 19_ i, Mary F. Shultz >:/ (NAME) ~c. being duly sworn according to law, deposes and says that he is the 116 West Coover Street, of Mechanicsburq, Fa. 17055 (ADDRESS) (EXEC" ADM., LEGATEE, ETC.! of the estate of Vance M. Shultz late of Borough of Mechanicsburg (CITY, BOROUGH, OR TOWNSHIP) deceased, and that the whole of the estate of said decedent, who died on, March 12, 1972 (DATE) consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and Executrix no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed before me b~ti.{.1 ..}: Jldl- - 1 '\ C -:-~ \ '- 19~ surviving wife the i f_,.. - day of \" .i...:l' " 'I ! (SIGNATURE) /) ( TITLE) " , , ), r-", -\ - ~ , l' /, Type of Asset: El!itimoted Department Real Estate, Perl!i. ASSETS Va luetion Property, Jointly (Attach additianClI l!iheeh if necessary) Market CA UTlON Held Prop. or Value Tronsferl!i Description ofAsl!iet (Do not write in this slXIce) Ten shares of Shenandoah Corporation, $137.50 0/ formerly Charles Town Racing Association, 137.50 Inc. , @ $13.75 per share Various property owned by decedent and none 0.00 Mary F. Shultz, his surviving wife, as tenants by the entireties. TOTALS S137.50 $137.50 :;/ 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 personal property as reported in the foregoing schedule at the values set~forth 9pposite each item in the last column to the right. , ' ., ~ . '';~_.' .. ., March 16 1978 '.,' , ",,', '. Dated:) (INHERITANCE TAX APPRAISER) Name af Payee DEBTS AND DEDUCTIONS Amount Amount Approved Nature of Claim Claimed by Register - . Wilfred W. Lefever Funeral Expenses 938.71 . Baughman Memorials Grave Marker 298.00 -. l. Surgery Incorporated Statement 75.00 ' . Richard E. Anderson Letters Testamentary 15.00 '. Richard E. Anderson Filing 3.00 '. Richard E. Anderson Short Certificate 1.00 . Janice E. Hertzler Notary 1.00 . Mary F. Shultz Family Exemption 1,500.00 . Bietsch & Morgenthal Attorney Fee 50.00 - TOTALS $;;(,881.71 ,:J .r, I 7l 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 the right, which greater or lesser amount represents the sum allowed as a <;ledu(tfion. '} ''7 () ,. 'Jk.d (Vi. I Date of Approval: ]7(.\.) ( . ( 7 7(\ , ...! U 1..1 . L. \. \_~, ~ j/..)"~I I . , \ ,- ((;, (';-:1...? r '1.~ 7,\, (l (l r- ..:e 0 0 ~ p.. -. " ~ ~. '" 3 " ~ 3 Q; 0 :s:: e. 0 ~ :>- '" " 0 ~ -l ~ m ~ ~ ~ ~ -l ~ "'ll ~ 0 ~ [T] o. '" ;- ; ~ :JJ " -l 0 c: &l 0 ~ )>- ~ €a [T] 'TJ :z; '" .~ :.: Ul 0 ~ -l 0 ~ z " . :>- ." )>- " 0 -l [T] .... ~ .... z{ "'ll ..." ":I [g [T] :I: :I: "'ll ::;: m :>- m ? '" ~ l:l ~ ~ 0 -0 ~ e. 'TJ -0 '" ~ ~ :JJ )>- N :>- r- " - Ul m [T] H n :s:: m g > [T] -<: . z ~ OJ m -l 1; ~ '" RCc.a! (6-73) COMMONWEAL TH 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 Mary F. Shul tz 116 West Coover Street Mechanicsburg. Fa 17055 (Executor or Administrator) In Re: Estate af Vance M. Shultz Cumberland County - File No. 21-78-0093 Dear Mrs. Shultz: Y h b "f" d h h Insolvent ou are ere y notl Ie t at t e appraisement in the estate of Vance M. Shultz has been filed i:lathilioff~ce of the Reliister of Wills of Cumberland County on rc 1 , 19_, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 137.50 None None $137.50 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 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 as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date March 16. 1978 Signed , ) ....- .;..J ___ , _L~ ~~ c"~~~~~ Titl e __---9l~eL~r":i_s,,~__________ Note: This is not a bill.