HomeMy WebLinkAbout10-02-78
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~CL-33 14-73:'
fjC
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
RESIDENT DECEDENT
COUNTY OF Cumberland
IMPORTANT,
fhlS return must be completed In detail and flied 10 duplicate, with all attached. wlth the Register of WIlls of the
Count v where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by lbe' Secretary of Re\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Jean T~.-Puff _
----i-t,-lE-FU-LL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
>>X>XI(O(I(;JtJOOtXllX
'~TIlE \IATTER OF TilE ESTATE OF
Lote of __
Cumberland
County
Stote of __ PennsvlvaniiL__ }
Co"nty of __Cumberland __50'
John T. Galey and Mary Margaret Campbell
Co Executor S
>>1404l<\X'XI!>X<XX
of the estate of the above-named decedent being duly sworn, depose
ond say
'MCi'ITHI
Nome and oddr!"s<: ,.; attcrncy or }
other author';>:cd rcprr:5cnICJ''';Y'' '0 whom
all correspondence ~,h(; -I.
(DAY)
, 19~f testate leaving 0 lost will, co.py of which is hereto. ottached. }
(YEARIl..xiX~c)tK
lkcedent till',] _____Fet:>rJ:J~~_ 12 t
Jon F. LaFaver, Esquire
317 Third St., New Cumberland, Pa. 17070
That a~ such____COp-xPc:lltnrc;, deponent is familiar with the affairs of said estate and the property constituting
': >:;: CU TO R~ADMINI ST RA TO RI
the assch Ihl'rl:n! dud their fair market value.
That at tht: time of de<lih there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agcnt or depuly or allot her, or in decedent's individual name, with right of access by another as agent or deputy, with the
exceptioll of the following: -
--~._-,_.~..__.-
~----
f\.AMF. '.'..J D ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSI T BOX RENTED RELATIONSHIP OF JOINT
IN 'NHI CH DECE-:lJENT I'<ENTED A S.--IFE DEPOSIT BOX IN NAME OR NAMESOF HOLDERS TO DECEDENT
-
r.nmmnnwP~lth N~tion~l B~nk T. Duff
...Harl"isb II rg , Pennsylvania Jean
-- H_'__ .-....---..----.-.-- .....- .-...---- .__._--~--
--
.~.-
That the contents of said safe deposit box or boxes are itemized under Schedules B
V-lith the exception of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A altached 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.
rhat Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
vihercsC'ver situated ov.'ned by the decedent at the time of death; all moneys left by the decedent at the time of
death. \\-ht:lher in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
hanks. 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 priOT 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, whether by statute or agreement they are designated as tax free, of the United States,
or any statl', or political subdivision thereof, or of any foreign country, which are owned at the time of death;
,,;: "",,,;uo <-ljJP'l';';:. .lc1\ciIY, ::.j{verware, pictures, books, works of art, househo~~e,.sts'"arJiages,
automo:liles, boats, and any and all other personal chattels of whatsoever. ~(ljt1rtur~.te~~,eiiJent,
together with the fairly estimated market value thereof; all bonds and mortgage~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 thc payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
<lny, giving the fan: value and e')timated 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 tht: estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds (If which \"'~' 'Jayable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpilid il:; .)!" (1, date of death, bonds and accrued interest thereon to the date of decedent's
death and other ill','" 'l1C1'1[ " ':('S o\vned by the decedent at the time of death, with the-market value there-
of at slIch tilllC".
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 rlecedent at the time of
death in any co-partnership 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 husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting forth the character of the business, its location, and such other facts
~ertaining 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 wi th 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 effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a CORY
of the deed, trust agreement or other instrument creating the trust. Therl~ 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, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the Will, deed, or other instrument of another,
with a copy of the instrlDnent creating such power attached to the schedule.
That Schedule 0 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 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, and the relationship of such issue to the beneficiary.
That Sc~edule 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, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if 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 funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary'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 unpaid 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 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
':t~ 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.
Subscribed and sworn .to before me this
the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein,
been carried forward and properly registered in the Summary. J'
,!)-7L ,- , /0-t.L~/
C"(~~f.~~L0''11x II
Route4:...........................149,3...P.i!,K..biHlg.............
(Street Number)
Somerset Pa. New Cumberland, Pa.
.................................................. .
(City or Town and State)
/
19...]&
That
have
.... day of
...... .. .... ...., N6
.. '..un.... I..... ... It. ...
.. c 1 " lit ' MfA
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
f'illed in with details or the word "None", and in case the assets include rare and unlisterl securities,
securi ties 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 colmnn #1 in the "Summary" has been properly completed as I:lbove-directed.
"
RC C-34 (4-7 3)
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 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 surviarship or tenancy by entireties should be reported an Schedule "E.")
The real property located In the Commo"wealth of Pennsylvania should be
described by lot and block number, str.et and street number, together with
a general description of the property, with a ref.rence to the record of the
conveyance by which the decedent took title; If 0 farm .tate numb.r of a-
cres; also statoment of mortgage encumbrance. upon each parcel at death
of decedent. Taxe., o.sessment., accrued Inter..t on mortgage., .tc.,ar.
to b. lI.ted on Schedule II F" and must not b. deducted from this schedule.
.~a1 Estate
Cumber1 and,
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
situate at 107 Parkview Road, New
Pennsylvania (SOLD FOR)
. ,
/l ~ a.
.
.""
Ii j /
.
," ,,""
;.....
nsert this total opposite "real property", Schedule "A" in the X X X X X
'As Reported" column on the lost page of this return.
(2)
(3)
DEPARTMENT
VALUA TIDN
CAUTION
(Do not writ.
In this spac.)
ESTlMA TED
MARKET YALUE
59,000.00
'J (J(J(J .ad
59,000.00
l.,UJ\J,',!\I"
.I L,,"
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
1""_.1, ,
i"",,;,\"~.''''.':;''
(14<;'5"0'1" "..
~~
TRANSFER INHERITANCE TAX
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 li&ted 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 trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, ~'1ousehold
goods, and f\lrnishings, 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 dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyunnistributed
estate of 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 ESTIMATED DEPARTI.!ZNT V,ILUATIOK
VALUE MARKET VALUE (Do not write in
this space)
, , , 7 s-"'.ff
7,580.00
i ~
. 1. s-"", . fr
I
7,580.00 I ')
127.25 I ~,.,..,-b
1,362.50
~ 3"'5; OQ
325.00 I
1. VI U. S. Treasury Bond Face Amount $10,000
3 1/2% Due 1998 at 75.8
!
2. ,il u. S. Treasury Bond Face Amount $10,000
I 3 1/2% Due 1998 at 75.8
,
3. 50 shares U. S. Steel Corp. common stock
4. Cash
Checking Account 112 312221 8 at Commonwealth
National Bank
5.
1,036.80<
6.
Commonwealth National Bank 7 1/8% Certificate of
Deposit dated 1/16/78 due 4/17/78
100,000.00 I
151.79/1
2,710.76~'
i
15,450.00,"t
!
7.
Commonwealth of Pennsylvania Pension Check
Optional Passbook Account 4 56147 at Harris
Savings Association
Repayment of loan from Spencer A. Folson
Proceeds from Estate of James H. Duff on
Sunlife of Canada Insurance Policy No.
5369300
i
1,952.561 f
I
1,796.00; i
8.
9.
10.
11.
Miscellaneous household goods and equipment
lllser t this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
!./OJ,.ra
/dO/ '00.00
1"/. 7?
J..1 1/" 7-6
If; ~.,().() ()
b ''5",-. r"
I,; 7'''' (J b
139,945.41 i! j~ ?7J./l
I
x X
-
COl1lmonwealth ,~\\ .
National Bank /,>'
~--~
July 17, 1978
Mr. John LaFaver
Box 101
New Cumberl and, Pennsyl vani a 17070
Dear Mr. LaFaver:
As requested, this is to confirm that on February 12, 1978, we helG the
following security for and on behalf of Mrs. Jean T. Duff:
$100,000 Commonwealth National Bank 7-1/8% C.D. dated 1/16/78,
and due 4/17/78
I hope this information will be of assistance to you. Should you have any
questions or if there is any other way in which I can be of service, please do
not hesitate to get in touch with me.
With best regards,
Sincerely you~s,
\ .'. '.\ ~/) .'
l V,'''>'';'\.L\ tA.\\"I,,:;.I,d..'(,ilii~A./
Herbert W. Zjmmerman
Vice President and
Senior Investment Manager
CE96072
Tnp \ornrnonwealth National Bank. 10 South MarKet Sc,uar, .-iar.,sblJrcj, Pa 17108 (717 ~)64 :h();i
: ' . .
;1\,
COf!lmonwealth / ), \
National Bank /:>-~ .,
~.'"""'~n__,.~.......
}larch 9, 1978
Jon F. LaFaver
317 Third Street
New Cumberland, PA.
17070
Re: Estate of Jean T. Duff
Dear Hr. LaFaver:
In reply to your letter dated !larch 1, 1978 9n the above captioned
account, for the checking account #112-3l222l-8'1Ohe balance as of
February 12, 1978 is $1,036.80.!
If you have any questions, please feel free to contact us.
Very truly yours,
/~<~' .(~l/
Robert Talalai
Assistant Vice President
and Credit Officer
RT I cg
The Commonwealth National Bank, 10 South Market Square. Harrisburg. Pa. 17108 (717) 564-9500
, "
The H ~ c--G (Rl D ~,;:; S<llV~i1'ilSG P:.CGC/c~o'ii:~o""::
205 PINE STREET. HARRISBURG. PENNSYLVANIA 17105
OFF1CES
Area Code_ 717/236 .4041
DOWNTOWN' COLONIAL PARK' CAMP HILL' LEBANON' UNION DEPOSIT
CAPITAL CITY' NEW CUMBERLAND
March 7. 1978
Jon F. LaFaver
317 Third Street
New Cumberland. Pa. 17070
Re: Jean T. Duff, Estate
Dear Mr. LaFaver:
Ms. Duff held only one account with us at the time of her
death. This was an optional passbook account opened October 9.
1973. This a ccount was solely owned by Ms. Duff. The balance
in the account as of the day of Ms. Duff's death was $2,688.37 .'
with accrued interest to $22.39 bringing the total to $2,710.76.//''-
This was the only account that we have in Ms. Duff's name.
If you know of any other accounts they must be under another
name with her as secondary owner or are with another association.
If you have any further questions, please feel free to call
me at 236~4041. Ext. 30.
Very truly yours.
'\
-.'JF' ....s{,l- F L/;?~
(Mrs.) Sandra E. Myers
Savings Counselor
SEM:sem
/
~ad
T
7. 5 4 Ii. 8 8
754685
1. ) 6 2, 5 0
)2500
1. 0 ) 6, 8 0
1 0 0, 0 0 0 0 0
1 51, T9
27 U176
1 5, 4 5 0, 0 0
1. 9 5 2 5 6
1. 7 } Ii. 0 0
1 ) 9, 8 7 9, 1 7 T
RCC-36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TRANSFEHS
*
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)
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) 1n joint ownership? (Answer yes or no)
(3) If' the answer to (1) or (2) above is 1n the affirmative state:
(a) Age of' decedent at time of transf'er
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of' decedent's death. (Note 1).
(4) Did decedent, 1n his lifetime, make any transf'er of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__
(a) Was there any possibility that the property transferred might return to transferer or his
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 lifetime 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 of or the right to income from tht' property transferred?
(Answer yes or no)
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no)
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime 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 reserverl. power to al ter, amend, or revoke, or which could revert to decedent rmder 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 answer 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.
ITEM
DESCRIPT ION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
00.00
~
Insert this total opposite "Transrers", Schedule "e" in the
"As Reported" colunm on the last page or this return.
00.00
~
RCC-37 (12-63)
l'OMMON\\'EALTll OF PENNSYYLANIA
TRANSFER I!\:IIERITANCE TAX
RESIDENT DECEDE!\:T
SCIIEOL:LE "0"
BE"IEFICIARIES
BENEFICIARIES AND ADDRESSES
:tate full names and addresses of all who
Lve an interest, vested. contingent or other~
wise. in estate)
RELA TIONSIIIP
(If step-children or
illegitimate children
are involved, set
forth this fact.)
SUIlVIVED
DECEDENT
STATE YES
OR NO
DATE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
Pa.
nie e
Si
4
Spencer A Fo 1 s
Fernh i 11
Box 193C
Alton, N. H. 03809
nephew ----~r yes
I'd'lt
1/3 of Rf!siduf!
, _'H I .n. n -
j
-- ---- -------.
I I i
-
i !
--
.-,-.....-..--.
:
i - -_.'--
I
I ! I
-
i
I - - -- ------
j --......-
--~-
.-----.
,
Deponent further says that all the above-named beneficiaries are Itving at this time except below:
----.-. ,- --,., ---------. -[
NAME DATE OF DEATH IlESIDENCE
-
------"-----
... -
o .
~~~
e<""
ti ~ s::
-a ~ s
.- ltl ::l
5-'0
'0 " ~
1 ~,
... ~ '0
o w
~~~
" ~ ...
~ " 0
~e~
f':l ~
SUMMARY
(Sch. "A")
..(Sch. "B")
............ (Sch. "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
$ ...59,000.00
$ 139,945.41
$
$
$.
$.. 198.,94.5.41
(2)
(As Determined)
$ 59,000.00
$139,879.17
$
$
$
$198,879.17
l- '0
Z '"
~ W ~
" ..:i
'" ~ w
;... "" ~ ..(
W '" tIl
VJ '" -
- ..(
<<: " CI:
><: '" "C '2 ...
"" 0 u.. <= "C " ...
" "" " u.. <tl <= 2: ..(
~ <<: :I: W => ~ '" ;.,
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~ :I: "' <<: .0 QJ C ~
,; 0 f-< '"
Z f-< l- E .0 ""
VJ :::I ~
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e
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c ><: ...., QJ ~ 0
e z: " ...
'.0 W '" W
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.t:: f-< 0 c
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RCC-31:i
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: TIlis sellPdule must disclose all property, real ann personal, ~neci by the rlecedent jointly
with another or llthers, inelllding; 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 Imd place of record of' instrument efreeting vestfture, but do not include entireties
or out of st:ite real estate value in estate vi-llulltion column. Personal property should be listed as in
Schedule "B", pillS date of aequisi tion, and the name, liddress and relationship (if any) of' co-owners to
the deceden t.
Description of Property, Date of Acquisition, Name unit percentage Estate DEP ARTt.!ENT VAJ,UATION
Address and Relationship of Co-Owners, and PI ace Value Share V 801 ua t ion CAUTION-Do not Write
of Record of Instrument, where Real Es tate. In Thi s Space.
~ I ~ ~ :5& X X ;;;::: 'X ?S I> Value of Value of
:xx: :xx: :xx: X> ;;;::: :xx: ex/: X> X> X> >> :x :x X> <)(> ~ Entire Deceden t' s
0<: ::X:X >99 >99 'Y 5& >0 15 ;x.;; Xx xx: Property Interest
NONE 00.00
.
Insert this to tal opposite It,Jointly Owned Propertytl, Schedule "E" 00.00 ,..... ~. 0
in the "As n~ported" colulilll on the lust pag~ or this return. ""'11 -
~
RCC-39 (!l-68)
COMMONWEALTH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Duff ____
(Last Name)
Jean
(Firs t Name)
T.
(Initial)
?-1?~FILE NO.21-78-0102
DATE OF DEATH
REPORT OF INHERITANCE TAX APPRAISER
I. the undersigned duly appointed Inheritance Tax Appraiser in and for the County of rllmhl?rJ end
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", "8", "C", and "E".
Dated:
January 250---- 1979
1.. , I ./ .i/' .'
:::JA , ,... , . " ~.. 1.1
INHERITANdE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated: _
VALUE AS APPRAISED
$
VALUE AS REAPPRAISED
$
INVENTORY
Real Property (Schedule A)
Persoual Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE FI
CLEAR VALUE OF ESTATE
REGISTER OF WILLS
-0
.,;198 945 41
;;198 879 17
Valuation of life estates or
annuities. . . . . . . . . . . .
ESTATE TAX ASSESSMENTS
$
t=
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$
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
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
COMPUTATION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
t=
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t=
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1=
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$
TOTAL TAX BALANCE $
PAID $
FOR IISE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments 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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REV-S18 (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPL Y PLEASE
REFER TO
*
Inheritance Tax Divis ion
NOTICE OF FILING OF APPRAISEMENT
John T. Galey & Mary M. Ca~pbBII
(Executor or Administrator)
In Re: Estate of Jean T. Duff
Cumberland
County - File No. ?1-7R-n1n?
Dear 1'1r. Galey 11 r~rs. Ca~pbell:
You ore hereby notified that the nT'; Qi n"l
appraisement in the estate of .l""n T _ [)"ff
has been filed in the office of the Register of Wills of r:llmhpT'l "nrl
County on .lelnURrll ?~ , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
'Ii 'iq. nnn nn
11Q,Fnq 17
_n_
_n_
::1;198,879.17
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 alter nine (9) months
(filteen 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 alter 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 January 25. 1979
Signed
. .'
/ .
I
Title Chief Apprai!:ier
('
Note: This is not a bill.
R C C-2 (2-641
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COll ECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
J3nUar\! 25.
1979
COUNTY r.llmhpT'l :=lnr1
FILE NO. 21-75-010"
Whereas, .1RRn T _ [)lIff late of I\IR'" r.umberlamJ
in the County of Cumberland Commonwealth of Pennsylvania, having died Oil
the 12th day of Februarv 1978 ,seized and pas'Jessed of an est",,,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ,,1 nT'iR ,1. Rir.hRrd . 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 Ufe 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 Appraisement
Ducrlptlon " Allet VlIlufli Mlldtl ,,, Inheritance
Tn Purponi
Real Estate 1> 59 000.00 $ 59 000 ~
-- -----~------'----_.._.
PRT'snni=11 PT'OpRrty 139,879.17 139 879 .1L
f----~---
Transfers None -0- -
---
Joint Pronertll None -0- -
.--- >--------
Total Estate ;~198.879.17 -~-- $198,~?-':t -'I'f--
-1------ .------
-.
-
------ -
- ---~
---- -I
--- ----.
--
- --
-
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this ?~th day of 1RnIlRT'\j 19..1'2.......
t' )
1'11:/ 'c.,. . <.f,.-,',-; 1
-"/' ( Appraieer
1846 9roCiKwoo'd St.
(Ifumber and Stnet)
HRT'T'ishllT'1J 171:'7 , Penna.
(PMt OftIe.)
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