HomeMy WebLinkAbout06-15-78
Form No. RCC-62 (6-70) THIS FORI! REQUIRED IN ALL ESTATES WITH GROS8 ASSETS UNDER 110.000. UNDER SECTION 701 OF' ACT OF JUNE 16, 11.1.
EFFEC1'JVJ: lANUARY 1. IDe2. (FILE IN DUPUCATE WITH COPY OF WILL ATT^CHEDJ
..
OFFICE OF'THE REGISTER OF WILLS
,WN 15 1978
County of '.. .g~l?~,:r:~~,r:<?-..,..,.,..
BleMQ:t'. ~~t.t:e:r, , , , , , , ... . ,', , ..... '" , .. '" ... of 1,99. .Ji:... .I):!3;J),~;r: .~:t..... M~\lh!!-~;i.~~p.~~g". .f.a,.
(Name) (Addreu)
being duIY---~~_'?J'I!--_m'__________________according to law, deposes and sa)'s thatle is the..___p,:!.l;~9~j;;J;'j,~__________m___________________
(Exec., Adm" Lep.tee, Etc.'
of the estate of..mg_~~~_~~~___~_~___~_~~t~~_~______m__ whose last residence was___}_!J___~,!m~_~~:?:__~'~__~_______"_____.____.m
(No.) (Strtttl
M.e.~~~~-~-~~-~~€iL_~_~~______m__dmased, and that the whole of the estate of said decedent, who died -~.-='_~.~___~;h__.~~.7.~
(City, Borough or Township) (Date)
consisted of:
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
REAL PROPERTY
Real Estate Estimated
Value
None None
Personal Property
\
Proceeds of Passbook Savings Account No. 2-1300 with First
Federal Savings and Loan ASsociation of Harrisburg, Pa.
Principal as of 2/13/78 $5093.85 - Accrued Interest $32.14 ! 5125.99
Proceeds from sale of 1965 Pontiac (Tempest Model) automobile ~/ 200.00
Proceeds from public sale of household i'urnishings. > l65L..95_
./
Proceeds of Account No. 1~0-':\':\':\-':\ with The First Bank and Trust
Company of Mechanicsburg, Pa. lhO.09
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the
decedent as of the date of death. Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account, account number and the exact name or names in
which the account is registered. .
Estimated
Value
Jointly Held Property
None
None
Transfers within TWO YEARS Prior to Death
None
None
~
I
I
i
That at the time of death there was no safe deposit box registered ih 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:-
I RELATIONSHIP OF JOINT
! HOLDERS TO DECEDENT
~
1
+
~
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAMF. OR NAMF.S OF
Non\'l
I
-{
I
BENEFICIARIES
P.ELA TIQNSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherw.ise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
Larrv 1rlilev . Second Co,,,.i; .:v"'Q Marble Ton
lq Jefferson Ave. . Rt.,o~'" n~" "'~....,-~
Charleston S. C. 2%08 ,>'" . -'..--
.
Eleanor Peffe'" None Yes Che..........". ,.H n; nIT
109 Keller St - S'" ....A
East room
Mechanicsburg. Penna. 170<)<) t= .
Geraldine Wiley Lyons-the
other residuary leQ'atee
nAmed in item "5." of de-
cedent's Will, predeceased
the decedent.
I
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I
-------+------ -- T-~-- --+---
! I, I
RESIDENT DECEDENT
NOTE' Lisr-1irst five items in the spaces so provided observe notations thereon and instructions
DEBTS AND DEDUCTIONS CLAIMED
, ,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
II<EGISTER ONLY
Funeral expenses paid $ $
1 I I
I Family exemption (will not be allowed unless
I decedent died residing with a spouse or children.) I
Administration Expenses .
Counsel fees .. I
1
I Fiduciary commission ..
OTHER DEBTS AND CLAIMS i I
I (*) See Note below
I
I
I
I
Total
r-:ote: The estate agl'ees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
01' less than the estimated amount claimed and allowed.
...Jl11.
day of . . . . .~.-?~.. .
~ ,- ~ /. NOgeY F!;?LlC
../h7~"" ~ .J...A~~go!~.:r~...,~..C....".:'!^'~'~.""':"" ~,.."""t 11
If;Y oml1'.),;~" '(I-"~""'",- .
~~ .:ch.:: :,,::.~:...:;: . : ". l :, .' .,.
,19.78
...~~...~~...........
(Executor-
Subscribed and sworn to before me this
.1.0')
.~~s~.~e~~e~.~~r~~~
(Street Number)
I,jP
M.eC.h!lnics1Jurg~P~nIl!i!. .1}05.5.......
(City or Town and State)
------------- ~-~._--
- --------------..-----
Havin~ been duly sworn according to Jaw, I do hereby certify that the above appraisement is made in conformity with law on this
...................
. . . day of .
. ., 19. ...
In the event that any futu!'e intel'est in this estate is transfelTed in possessIOn 01" enjoyment to collateral heirs of the decedent aftel' the
~xpil'atjon of any eslate fol' life 01' fOI" yeal's, the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri_
.ance taxes at the lawful collateral I'ate on any such future interest.
..................
ApprAi...r
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for.............................. County, Pennsylvania, do respectfully
'eport that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount
!l set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction.
lated:
.........................................
................................................
Register of Wills
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RCc.a I (6-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPL Y PLEASE
REFER TO
NOTICE OF FILING or APPRAISEMENT
Eleanor l:'effer
109 East Keller Street
Mechanicsburg, PA 17055
(Executor or Adm ini strator)
Inheritance Tax Division
In Re: Estate 01
Cumberland
Harriet E. Shaffer
County - Fi Ie No. 21-78-0105
Dear Ms. Peffer:
You are hereby natilied that the Original
appraisement in the estate 01 Harriet E. Shaffer
has been liled in the allice 01 the Register 01 Wills 01 Cumberland
County on Au,gust 7 , 19~, Said appraisement reflects the lollawing
valuations:
Real Estate
Personal Property
T ranslers
Jointly Owned
Total
None
7,121.03
-----r;one
None
----V-Ll~l .03
As to such tax that is paid within three months Irom date 01 deoth, a live (5%)
percent discount is allowable. As to any tax that remains unpaid alter nine (9) months
(fifteen months when death occurred Iram December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) Iram date 01 death,
interest at the rate 01 six (6%) percent per annum is charged.
Date
Any party in interest who is aggrieved by this notice may ab;ect thereto within
sixty days alter receipt 01 said notice as provided by Section 1001 01 the Inheritance and
Estate Tax Act 011961,72 P. S. 2485-1001, P. L. 373.
(\ "'
August 7, 1978 Signed (~l .~-J(,-_~i~~._
"~
Title__~~~~E~!se!.______
Nate: This is not a bill.
RC C-2 (2-64)
DEPARTMENT OF REVENUE
BURE"Au OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
August 7, 1978
Cumberland
COUNTY
FILE NO.
21-78-0105
Whereas,
Harriet E. Shaffer
late of Borough of Mechanicsburg
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 13th day of February 19~. 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 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 Apprai1ement
Delcr/ptlon of And Values Made for Inheritance
Tax Purpous
Real Property $ None
r--
Personal l'roperty 7,121 03
Joint-Held l'roperty None
Transfers None
TeTA!, ASSETS $7,121 03
-
Having been duly SWDnl according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 7th day of , ',~u~' A< A~~"..;...,.._ 19-Z!!.....
Appraieer
l,",m"'" "Jfa'\l'f'1~burg
(Pari 0fII~)
, Penna.
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