HomeMy WebLinkAbout08-21-78
\
~"tC-33 1lf-!3)
RESIDENT DECEDENT
AUG
COUNTY OF __CUMBERLI\Nn
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU or COUNTY COLLECTIONS
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\tcnue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
~
IW\. M. STroHM
Late of Shippensburq 'Ibwllship ,Cumberlan:1caunty
Permsylvania
State of
__-1..
Cumberland
Ear1-~?-trQ-,")!o ang Jo!Jp.--.1\" Strohm_
~ of the estate of the above-named decedent being duly sworn, depose
County of
Executo!S
and say
Decedent died
November 18
(MONTH)
Nome and address of attorney or }
other authorized representative to whom
011 correspondence should be mailed.
(DAY)
19~{testate leaving a lost will, copy of which is hereto attached. }
(YEAR) ~
M::Crea & Davis
24 West King Street, ShippenSburg, Permsvlvania 17257
That as such Exe~to~___deponent is familiar with the affairs of said estate and the property constituting
I EX ECU TO R. ADMIN I ST RA TO R)
the assets thereof and their fair market value.
That at the time or death there was no safe deposit box registered in decedent's individual name, or jointly with, 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 following: -
--- - -- - --
NAME AND ADDRESS OF BANK OR OTHER INSTI'UTION 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
-_._- None
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detai I 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 institutions, 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 prim to decedent's
death in the case of savings banks, and to the date of decedent's 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, \vhethcr 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 furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent andor 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 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 death, with the-market value there-
of at such time.
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 of'
death in any co-pa.rtnership 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 Ii 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 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 ef'fect in possession or enjoyment at or
after death, said schedule sets f'orth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportlonate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of' transfers intended to
take eff'ect in possession or enjoyment at or after death, there is also attachen to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Tl1erl'~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, ei ther individually, or jointly wi th another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
wi th 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 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 of all minors, annuitants and beneficiaries f'or lire nnrter decedent's Will. It also
contains a statement showing which of the benef'iciaries named in the decedent's will, if any, died prior
to decedent, the dates of' their death, their issue, and the relationshi.p of such issue to the benef'iciary.
That S.:f>edule E attached hereto and mane 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 vesti tllre of
real estate and the date of acquisltion of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Scf>edule 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; counsel f'ees and fudiciaryts
conunissions 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 nnpaid at time of'
death; taxes accrued 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 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 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 "A", "B", "e", nE", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
,
,/
R.
/1,...) h A:hc/L,-,."
..:?/:;.:..f;..::' I-:'~ ....~~L.~....-d.L.'.:;{.~~:,.~:\--....._,..
. (Executor-Administrator)
R. #5 and R.R. #l
......................................................................... ........._..._.....~..
(Street Number)
SI1iPJ2E!.I1l31:l~.I...l:'~!3,y~\T~<l....~??~?..
(City O'J' Tow" and St4te)
Subscribed and sworn to before me this
j'1~4c .
ltkJ.\e.L ..~, M(),(t<,fIJ'C'
Notary Public,~
My Corrm. expires: ~ 1,) 9 f:L
NOTE: Bef'ore signing affid~i t ~ake sure all blank spaces in t:he af'f'idavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securi ties of' close or f'amily 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 tn the "Sunnnary" has been properly completed as above-directed.
.... day of)\ugl,l,St, .
. .... 19....??
RC;\-~34 (4~7-;;'~
COMMONWEALTH OF PENNSYLVANIA
DERARTMENT 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 common with another or other, should be identified
os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported On Schedule "E.")
The real property loeated In the Commonwealth of Pennsylvania should be
described by lot and block number, .treet and .treet 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 .tate number of a~
cresi allio stat~ment of mortgage encumbrance. upon each parcel at death
of deeedent. Taxe., a....sments, accrued Int.r..t on mortgage., ete.,ar.
to be lI.ted on Schedule "F" and must not be deducted from this .chedul..
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Real estate situate in Soutfuuipton Township,
Cumberland County, Pa. being a tract of unirrp:roved
rrountain land containining 25 acres, more or less,
having been conveyed to the decedent herein by
deed of Mal:y V. Strohm et al by deeddat~:tl!e
February 23, 1963 and recorded arrong the deed
records of Cumberland County
940
3 ,} (j
,
Insert this total opposite "reol property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
.
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In this spac.)
ESTIMA TED
MARKET VALUE
3760.00 ,./ 77 ~ ao<
1376 cJ. o()
3760.00
Rr::c:33b -'Rr
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Cash In hand, Cash on deposit, Bonds and Mortgages, any interMt In a Copartnership or Unincor-
porated Buslneu, Judgments, Royalties, Rights, Shares in Trult Funds, leaseholds, PensIons, Prom is-
lory Notes, Claims, Insurance payable to Estate of Decedent; Annuity and Endowment Contracts;
Corporate Bonds and Stocks, with Accrued Interest and Dividend, Declared and Unpaid to Date of
Death, Acoounts Receivable, Jewelry, Wearing Apparel, Silverware, Houaehold Goods, Automobiles
and All Olher Penonal Property of Every Nature Wherever Situate. (Property held jointly by
decedent and another mud be listed shOWing names and addresses of other Joint Owners and their
relationship 10 decedent.)
Unit
Values
(I)
ESTIMATED
MARKET VALUE
AT
DATE OF DEATH
(2)
DEPARTMENT
VALUATION
CAUTION
(Do not write in
this space)
28 Shares Cumberland Valley Cooperative Assn.
preferred stock
Agway 5% debenture F-6781 dated 12/31/65
49 Shares Pennsylvania Railroad Stock
1.25
280.00 J J-fO. aO
1/ '300.00
300.00 J/ ~
61. 25 vl/ 6/ ?--J
.
696.00 / t. 9'. ,,(J
51.15 ,/ 5""'1. / r
40.00 v-" ~(}.O(j
~j;O 0
25.00 v S-;-OC
5.00 ,/ ' I- ~-: a6
25.00
5.00 ~-O8
1.00 /.e)
10.00 , /t).OO
20.00 ' fJ-().<l~
50.00' H.4
15.00 / I .)-, D~
40.00 j,I(}. 0
/}-O' O~
20.00
10.00
53 Shares Madison F\IDd, Inc. Stock
13 1/8
CUmberland Farm Bureau Cooperative Assn.
Revolving Fund certificates
Bedroom suite
SEWing Machine
2 Straight Chairs
China Closet
2 EIrl table lights
1 floor light
dishes and <XlOkware
Sekverware
Refrigerator
M:x1el 61 Deep Freezer
Washer and Dryer
Linens
~
Savings Account No. 93808, Curri:lerland Valley
Savings & Loan Assn.
Earned Interest on above~unt to 11/18/77
Savings Account No. 93809, Cumberland Valley
Savings & Loan Assn
Earned interest on above account to 11/18/77
/
Savings A=unt No. 93810, CUmberland Valley
Savings & Loan Assn.
Earned Interest on above account to 11/18/77
........
10,000.00
204.86 __
10,000.00 -' - /0/' 0 ~~. :fJ
204.86 ,. 0 T, (J!.('
(J tJ tJO.olJ
10,000.00 v: 1--1 , ~ tJ'JI?A.
204.86 0/' .
la (jOO. 0(1
~ol./.?~
(J-~xH'ut"r.Adl"iJjj~trauJr mll>;1 ;',1..1 "L~ti"'al,.d "f~rk,.t Valw." (',tI'.lltln S" 1 .mol {'<lrry total t"l
{'(,IUrr'll .\'" I ill "Sulllmary" ',11 ,',-v. ..... ~id,. <,f ,...-h~dlll,' U_) I
32,258.98
~,7 o'.It 5?- '7 [V'
Note: This schedule must list all intangible personal property such as, cash in bank, bonds and mortgages, promissory notes, claims.. insur-
ance, corpnrat(, bonds and stocks, accounts receivable, interest in partnership, etc., even though physically located outside the Common-
weaJth ,H ,hr time of death. As to tangible personal properly (e.g.. jewelry, wearing apparel, silverware, household goods. books., paintinp;..
automobiies, boats, etc,) state where it was actually located on the day of the decedent's death. Tangible personal property which is definite-
ly established to have been physically situated outside this Commonwealth other than for a temporary purpose, is not SUbject to ta.." in
this Commonwealth. In the absence of a specific declaration as to actual situs, said property will be presumed to have been physically
present within this Commonwealth at the time of death.
RCC-.36
COMMO:\'WEALTII OF PENNSYLVANIA
TflA~~FFH PiliEl\rTANCE TAX
SCHEDULE "e"
TRc\NSFEI\S
*~
I\ES TI1F::n DECEDENT
(1) Did decedent, I'!"ithin two years ot'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 or death, transrer properLY rrom himseH to himseH and another or
others (including a spouse) in ,joint ownership? (Answer yes or no) NO
(3) It' the answer to (1) or (2) above is in the affirmative state:
(El.) Age of decedent at ti,me of transf'er
(b) State of decedent's heal th at time of making the transf'er. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lif'etime, make any transfer of property without receiving a valuable or adequate
consideration theref'or which was to take eff'ect in possession or enjoyment at or af'ter his death?
(Answer yes or no) YES
(a) Was there any possibility that the property trans~erred might return to transferer or his
estate or be subJect to his power of' disposition? (Answer y~s or no) NO
(b) What was the transf'ereel s age at time of' decedent' 5 death? Sill. Juris
(5) Did decedent in his lif'etime make any trans~er without receiving a valuable and adequate consideration
theref'or under which transf'eror expressly or impliedly reserves for his lire or any period which does
not in f'act end bef'ore his death:
(a) The posseSSion or enjoyment of or the right to income f'rom thE.' property transferred?
(Answer yes or no) yes
0)) The right to designate the persons who shall possess or enjoy the property trans~erred or
income therefrom? (Answer yes or no) yoe
(G) If' the answer to (5) (b) above is in the aff'irmative, state whether the right was reserved in decedent
alone or others in dPr'e-~t
(7) Did decedent in his lifetime ma e a transf'er, the consideration for which was transf'eree's promise to
pay income to or ror the benef'it of care of' transferor? (Answer yes or no) no
(8) Did decedent, at any time, transf'er property, the beneficial enjoyment of which was subject to change,
because of a reservert power to al ter, amend, or revoke, or which c0111d revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) 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 benef'iciary 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 af'f'idavit by the attending physician as
well as a copy of the death certif'icate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transrerred, it's rair market value at date of death, dates of transrers and to whom transrerred, with
relationship of transf'erees to decedent, if any. Submit copy of' any trust deed or instrument, if' trans-
f'ers are claimed to be non-taxable, also submit detailed statement of f'acts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPT ION
MARKET VALUE
(Es tima ted)
DEPT. VAWATION
(Dept. Only)
Real estate situate at No. aI8 North Prince
Street, Shippensburg, Par~meyed by decedent
to Mal:y V. Strohm and Helen C. Strohm, her
daughterS-by deed dated February 24, 1964
(unrecorded) in which she reserved a life
estate (Assessment $5310.00)
I ~ /J / n L/O.O()
21,240.00 vV" ,,1/ r
&I.J l.J. l)" f' 0
L !~/C/...~ ,:~-; -: '
!,
"0 j .~
.) v
;/11. 'i
tfl /,., .P e,/ (1. tJ (j
Insert this total opposite ~Transfers~, Schedule "eft in the
~ As Reported~ column on the last page of this return.
21,240.00
--
" '
RCC-3? 1.12-63)
, -
COM~ION\\'EM.TII OF PEN:<<ISYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(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
Marv V. Strohm - yes sui iuris one.-seventh
218 N. Prince St.
::;hlppenSDUrg, l"a. 17L~7
Helen C. Strohm daughter yes sui juris one-seventh
co,,", . r L~'vC ;::_' , .,~~.,
Earl G. Strohm son yes sui iuris one-seventh
R.R.#5, Shippensburg , Pa.
John A. Strohm son yes sui juris one-seventh
-R; K. lf1- _. , -~--
-~
Mildred L. Chamberlin daughter yes sui juris one-seventh
Star Ibute #2
-- , , ----
, .
Martha E. Booz dauahter yes sui -;uris one-seventh
R. R. #1
I r . 1-1L_JI
Melvin B. Strohm son yes sui -;uris one-seventh
R.R.#l
NewOurg, l"a. u",..u
,
h
Deponent further says that all the above-named benef'iciaries are living at this time except below: None
NAME
DATE OF DEATH
RESIDENCE
---
~ "
B<I)...-4
~<""
1;;: s:::
02 C1.l e
._...... ::l
S ~-
"Oc..8
-< S_
~e;o
B......B
" 00 ~
~ " 0
~ e go
~ 0::
SUMMARY
.(Sch, "A")
.... (Sch. "B")
(Sch."C")
Real Property
Personal Property
Transfers
. .:roil'lt:J,y .000er..Property..
Gross Taxable Estate.
(2)
(As Determined)
(1 )
(As Reported)
$ 3,760.00
$ 32,258.98
21;240.00
$.
$ .3,684.26
$
$. 60,943.24
$
$
$
$
$
$
... '"
Z ~
~ ~
oS " ..l
~ - ~
;... .... ~ <
~ ~
~ '"
<JJ -
- <
-< oS ClIi
'" ~ '"
p.. ""
0 oS ""
p.. ~
'" -< '" <
~ :t ~ ;..
~ ... ... 00 Q
c
0 ~ :t "' -< c ;z:
0 ... '"
Z ... <JJ p.. -<
~ ~ ~ i-
~ 0
0 ..c ClIi
c '" ~ 0
0 ""
'" ~ '" o.l
oS !: ~ ~ ClIi
b 0 c
00 .,., ~ 0
'" 0 .c' ~
'E .., '" S
~ 0 0
;..- "'0 '"
:::~ .J U U
Rq:.38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
-
COMMONWEAL TH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th 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 date and place of' record of' instrument effecting vestitllre, 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 der:e.lent.
.
Description of' Property, Date of' Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
X);:>o
0<
Unit
Value
percentage
Share
Estate
Valuation
0<
0<
0<
ex
~
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
~
<><
0< ~ 0<
><<~
/'
Checking A=unt No. 54-408-6, Peoples
National Bank of Shippensburg, created
July 1964 in the names of Iva A. Strohm
or Mary V. Strohm, Bal. 11/18/77
$2,739.31
,/
Savings Account No. 054-408-620, Peoples
National Bank of Shippensburg, created
July, 1965 in names of Iva M. Strohm
or Mary V. Strohm, Bal. 11/18/77
$4,629.19! /
;/
.L,369.66
1..1 {, 1: ~J.
~.
/
1/
~,314.60/
J..J It./. ~ (j
,6 ~fI, "-
Insert this total opposite "Jointly Owned Property", Schedule "~"684.26
in the "As Reported" column on the last page of this return.
*'
REV-!5te (8-78'
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Earl G. Strohm
R.D. II 5
~hi ppanClhll1'"g ~ Pt::>nn:::l
(Executor or Administrator)
In Re: Estate of
Tu.Q M !=:t-rnhm
r:llmhpl"l ;:md
County - File No.
2]-78-0094
Dear
You are hereby notified that the Oriltinal
appraisement in the estate of Iva M. Strohm
has been filed in the office of the Register of Wills of Cwnberland
County an 12-7 , 19BL.., Said appraisement reflects the fallowing
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
3.760.00
32,258.98
21,240.00
3,684.26
60,943.24
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 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.
12-7-78
Dote
Signed
cL ,,~
/ -
U cl (, '
1\, .. 'v~ t. ~~, -_
Title.
Chief Appraiser
l -.---
~ ~"--
Note: This is not 0 bill.
RC,C-Z (2-64,)
" DEPARiMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE '\ \ - aG -l \3
COUNTY ( ~.JL.~
FILE NO. ~l -~ '8 -00<:(~
Whereas, \~t~t~ late of S~jj~~
in the County of '0 ' ~ Commonwealth of Pennsylvania, having died on
the \ <n -t::JL day of NOI.J. 0 - - ~ 191! seized and possessed of an estate
subject to Inheritance Tax under the laws o~ the COIpmonwealth of Pennsylvania;
Therefore, I, \ ('-c- l-c>,J.J Q.. , 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 ot any eBtate for life or for Years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inher1tance taxes at the lawful collateral rate on any such future interest.
Description of Anet
UnIt
Value.
Appraisement
Made for Inheritance
Tal( Purpo'el
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$ 3160 OL
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the above appraisement is made in con-
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