HomeMy WebLinkAbout04-28-78
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Fo~rn No. RCC.62 (6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROBS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE HI. 1"1,
EFtl'EC'tlVE JANUARY 1. 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
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OFFICE OF'THE REGISTER OF WILLS
County of ,," c.umb.erl.and"",....
.......... .I;lP.IP:~. .~" .l1c~.:r,.:n'.'I:Q~;!\"........... of . 7.:n. Yl.. .l.6th .SJ::.:r:ee.t,. New. .Cumber.land.
(Name) (AddreM)
she is one of the surriving
being duly _._n-5.W.ornnm.___n____..____according to law, deposes and says that ne~e d_____.__nQ~1 t.....td enL an ES--)----------------
Exec., ^ m., cgatee, [c.
~DD ? r, 1,Q'1~
p., " . ..'
Pa.
of the estate oL___....EF.E'lE...R.___RQR-~_______..___..._____ whose last residence was..___R..__.D...__.#.B.,.__Ca.l:IS li)s.l.e.,___________n
(No,) tttt[
tM.iddle.s.E;lz'__'rQWn:;;.!,;!.,pLL.decoased, and that the whole of the estate of said decedent, who died __J.an~__:Z+___19:ZB..
(City, Borough or TownshIp) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF QECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHE.I\ OWNERS.
Real Estate Estimated
Value
Personal Property
,
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 h0lder 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. '
Jointly Held Property
Estimated
Value
Savings Account #002-00-02798, State Capital Savings & Loan Assocla-
tion. in ioint names of Effie N. Horn and Doris A. McClintock.
Date of inception of Account, July 7, 1971. . Ba1anceat date-or---
death: 3367.17.
Accrued interest: 2.95. ,
." /'
Total: ____.3.._370.12 ~ __ ,:1/, en" ne
~ I~-"-"-'>-O-J.LU.__
Checking AccQ.llll.:t.. #141-491018-...a.....-C.o.rnmonwpalth..J.Jati ona 1 Bank ----in-~__L~_._____
joint names of Effie N. Horn and Doris A. McClintock. Date of :--
inception of Accolln t ..E'elu:Ila.Ql~O......l9..22~_-.-Balancp '" r ...data.oL.____-+_
death: 392.10 V-- ~ 196.05
-------~- .----.
Savings Account #14-000-4983-7, Commonwealth National Bank in
. . ,
)Olnt names of ~ie N. Horn__and Jane \'17. Gross. n"'r" of in""p- ________u.___
tion of Account, October 31, 1973. Balance ~ate of
death: ____________ ..1.._6.55.5.5________________ __
;~~~~~d interest: .~ cLisi:ID~-.~.~.._~
Transfers within TWO YEARS Prior to Death
TOTAL
- -- + ----0 -- -r-
, t5_P? 76
- - ~.,j})~
!Qi!04.B)
i ,.::, -)(f '11
--~_._~....-+~._..__._._----_...~-
NON!': ._______.____
----+ ----.----.-.
---_._-------._--------_._-_..~-_.._. --._._----~---_._.._"'------,_...._----~
-------.--------~---.---_t----- ----
,
--_._---~_._---+---_.._--------
,
I
.. .----.----.----~.---~ -.- --~----- -t ---- -- -__.___~___
That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent nr deputy of
another. or in decedent's individual name, with right of access by anothn as aR'f"nt or deputy, with the f'Heptinn of the followlng-:---
NAME :ND A~;R~-~~__;;;~~~;--~~- ~-~;;;~~~TJT~;(~~-~.-~:=--c-T THIS SAn: DfTOSlT BOX RENTE!) -- rRE~~;~~lN~;~-~- ;:,.'-=~J~-I~~CO'
IN W~=:~:=TED A SAF=OSIT BO~ -=t=--~~- NAMF ~R_ N AM'sn~_u__~_I=~I:RS=T:P:(~-'~T~
N.QUfL.__~_____ _______ __~__. _J::lone....._. . m________ ._.Liana..
------------1----- .----_
!
. r--
I
- -----1-----
.----. ---~--- -~-----~--+
"--'--=~'O=--_~
-.. ----.~.~----~---~..~.__.
- --.- --
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~_='c-~:"-=
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full names of all and their addresses who have
an interest, vested, contingent or otherwise, in estate.)
g~&b~~~ I r~~&vl:~T- ~~1~"i~rA~~ --
STATE YES IAT DEATH OFl IN ESTATE
OR NO DECEDENT
~--~ -~ ~ --
,
nor; R A. M~rl; nr.()('!k ____~_.____+ t Snr'\7; ving.----tenan:t..
731 t--J 1 hi-"^,, ~i-reE't I -----1-_._____,-J-O'f ~;H7in'J~ lI.CCt'"lll'1'
i\!pw rllmhprl "'nn. P",., 17070 > . ____rYPS +__ __-j:_rh_:cki ng Accr.
.T~:P :. ::~s;~x~-;;~-~+_ - ----=-t- -=r-=- ~"rv"'", ~n~
Carlisle. Pa., 17011 : N,p"" __;- Y"~ ----I....o..:L.SIDliJ:l'lS..l\..c.c.QUIll
... -=f=~=+- - t .. ~
J, -I
I
i -I
--~_~-t1- -1-____
_ - -. -1=-+----t
RE1.A TIONSHlp.
(H step-children or
illegitimate children
are involved, set
forth this fact.)
--
I
1
i
I
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-----.---.-- -- ,
I
---~----
~IDENT DECEDENT DEBTS AND DEDCCTIONS CLAIMED
NO E: _!-ist fiEst fi..:!....~'-"!fls in_!_~~ spaces so provided, obseTy'~_notations thereon, and Instructions.
DEBT OR CLAIM NATURE OF SAME
. '~----'----_.'-----T-'--"-'-_._-'----
.~___ ______~neral expens~J'''~__.n
",
Fiduciary
commission.
I
I
."-------~_..-
I
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses
Counsel fees ..
(.) See Note below
/r
/
/
OTHER DEBTS AND CLAIMS
,I
Total
c
Note; The es~ate a~Tees to advise the RegIster of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amdunt claimed and allowed.
Subscribed and sworn to before me this.
.J;;.~a,.h.,,:,~,.
(Executor+A dministrator)
...,.AVA
day of
ApriL
..,I9.7fl
731 \'Jest ,16:th St.re.et /
(St-reet Number)
.J7J:'
~';J_H\'?
.. NE1W.. (::1,1TI1l;Je:r:1an.rl,.. Ra., ,. .17.07.0.
(City or Town and State)
-,,;,,',.'
Havin~ been duly SWOln accol'dinv, to law,
do hpreby certtfy that thf' abovp appraisement is made in conformity with law on this
day of
." 19.
Appr"i'~t
In the event that any futute intel"Cst in this estate IS transfened in possession 01" enjoyment to collateral heirs of the decedent after the
expil'ation of any estate fOI life 01" fOI" years, the Commonwealth hen-by expn>ssly l"ese~'ves the right to appraise and assess transferinheri~
lance taxes at the lawful ('0Ila1e]"al rate on any such future intf'J pst.
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Rf'gister of Wills in and for. County, Pennsylvania, do respectfully
report that I have allowed debts and 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 said schedule auoye, which greater or lesser amount represents the sum allowed as a deduction.
Dated: .......
..................
Register of Wills
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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
Vow A. Mc.c.untoc.k
731 Wut 16th S:tJr.ee;t
New CumbeJLtand, Pa.. 17070
(Executor or Administrator)
In Re: Estate of
EM,!.i-e N. HOM
CumbeJLtand
County - File No. 21-78-0131
Dear 1.16. Mc.c.untoc.k,
You are hereby notified that the OJc1.givtai.
appraisement in the estate of E,{ue N. Holm
has been filed in the office of the Register of Wills of CumbeJLtand
County on May 30. , 19~, Said appraisement reflects the following
va I uations:
Real Estate
Personal Property
Transfers
Jointly Owned $
Total $
None
None
None
2,708.89
2.708.89
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 rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may abject 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.
Dale
May 30, 1978
Signed
I
,'" u::~
'oj
" _1......4____---'--_'----
Title CHIEF APPRAISER
------.._-"---------
I.. ----------------
Note: This is nol a bill.
RCC-2 (2-64)
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
. HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Maw 30. 1978
COUNTY Cumbeniand
FILE NO. 21-78-0131
Whereas,
EM.-ie N. HOIl.n
late of
Cll!t.U.6le
in the County of Cl1Jnbphl'n~d Commonwealth of Pennsylvania. having died on
the 7th day of JanU1Vl.1/ 1!1~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, IJr.a K. GlUm . 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 Apprai~emant
Ducr/ptlon of Auet Values Made for Inheritance
Tax Purpo,el
Real PltOpeJ[;(;1/ $ None
-I
PeM onal PltOpeJ[;(;w None
Jo-tnt Held PltOpeJ[;(;1/ 2 708 89
T Jr.an.6 f. eM None
TOTAL ASSETS 2 708 89
.
Having been duly SWQl'l1 according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 30-t.h day of ,~~" iP( I"~ . " \L f-, 192L-,
,Apprailef
(l'fumber and Strftt)
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