HomeMy WebLinkAbout03-16-78
.
RCC-33_:L1_71\
..
70' .J! 7' (/1 .' l .
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMEN"r OF REVENUE
HURE\l! OF COUNTY COLLECTIONS
Rrs.IrH;~.Il L\f(T;~';:;:NT
f'~r\ 1
IHI{ . 619/(1
COUNTY OF r:llmhAY'l A~\1
IMPORT,\~'"
rhi~ rnurn IlIUSt he completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
"'1:111' where Jecericnt resided; Return is due within nine months after date of death, unless an extension is granted
11'.- 1Ii: :;\('r. lap: uf Re"-enue. (Section 703 of the Inheritance and Estate Tax Act of 1961,)
.~.,-----,.-
William 'iV..JvlcQ1,l;Lre
L,L t~i,~.'ii- 0,' DECFOENT:
}
County
EXECUTOR
;\~ TilL :'I1ArTLR OF TilT ESTATE OF
AFFlDA VIT OF
Lak Ol
Cwnberland
nPgnn$-yl'yiJ,ntg
. Cwnberlal1Q
AOMfNISTRA TOR
~,t,) (
u_____J
55:
County 01
Admlrt!"i:;'!'"
Phyllis V..]lfdilli Y'A) "'"Y'vi vi ne; "'pnll"'''
of ,'", "s~ote of th(, above-named decedent being duly sworn, depose
Executor
ond soy
Decede!" .,i
Jc\Uuary.
20
, 1928--{tost(lte leaving a l(lst will, copy of which is hereto attoched.}
(YEARI intestate
,,' .~' 1',1 -:- , 'j :
! DAY)
Nom" -", r":',!,,
~
"J
J. Robert Stauffer, Esquire
Market Square BUilding,Mechanicsburg, Penna., 17055
atherauti 'pd.,
ollconeSFl" ,",'C"
_________.deponent is familiar with the affairs of said estate and the property constituting
n ,~-" -,ltAIN I ST R A TOR)
lhe a........<.:::_ 1(;l.:i"" :,:1 ;!l~:1l rair market value.
I: I: I; 01' ,,,' ~,
11, ,a[ rill ll!' ;,j clt:alll there was no safe deposit box registered in decedent's individual name, or jointly with, or
a..... a~enl d ',k;IUi\ Ill" an'dhcr, or in decedent's individual name, with right of access by another as agent or deputy, with the
('\Ceptl011 ,\1' rh~~ f.j ,0) lllg: --.
N9Yle
R OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OFJOINT
A S_~FE DEPOSIT BOX " NAME OR NAMES OF HOLDERS TO DECEDENT
~'._-----
u ._,-- -.,---
-.
r--'Ao"e-
i~ ,V,I
"'F ,S n,-- 5 "'....H'. 0
- , I ~J T R [ "< T F [
-rh,~r the i;ol!lenls of said safe deposit box or boxes are itemized under Schedules
\-vi th 1 lie c:\c,-~pU'"il d the following, for the reasons hereinafter set forth:
of this return,
I'll:!! Schedule A ,~ttuched hereto and made part hereof sets forth fully and in detail all the real property
In the CiHr:l11olll,,'cal[11 t1f Pennsylvania of which decedent died having an interest therein. It also sets forth the
mo,tg,!~,I.' l'llClIlllhLllll'lS upnn each parcel of real property at the date of death, giving the amount still due at
dcath, ~nll!le of m()rtg<l~;;':'t: dale, rate of interest, and book and page of record thereof. It also sets forth in the
{;OIUlllli:-- l"ILIV'Hk.:.i therc:'f1r..: thL assessed valuation of each of said parcels, the estimated market value thereof
as p" dale 'i! i.kd h ()r!,-:C,-~d~lll.
f"hal 5'r:l1edu/c B attached hereto and made part hereof sets forth fully and in detail all personal property
\\ll'..:r( "I,'-n ~:lu;tfed ,--'wnld by the decedent at the time of death; all moneys left by the decedent at the time of
death \I!l,~'!hl..'r ill decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
halll.:~,. lCll:--i: C(\'~I[~~'lJlil''''', Ilr other institutions, whether individually, or in trust for any other person or persons
giVlllL ',I Is I' ;.;cp,n:lte!\' tll'~ accrued interest thereon, if any, down to the last interest day prior to decedent's
deall' in the ca,;c (If savings banks, and to the date of decedent's death in all other cascs; all bonds, postal
",1\'ii1.::s trCd--lii'\ ~.ertiricatcs or notes and other evidence of indebtedness of the United States to the de-
Ct~dCllr al! "h;i: ati'lI!_;. nl1l'ther hy ~,tatulc or agreement they are designated as tax free, of the United Stales,
lil' .Iii', [:1(',' 0:' pl;)ir:ca[ subdivisi;m thCereof, or of any foreign country, which are owned at the time of death;
"''''''''~ 1'-'l,P), :-,i;\l;IWdrc, pidures, books, works of art, household furniture, horses, carriages,
:ullnnHi:)ilc',;', hUd/:.;, :llld any and all olher personal chattels of whatsoever, kind or nature, left by decedent,
l(l~dh"r \\ilh the fairl'.' cSlirnatcd market value thereof; all bonds and mortgages held by decedent and of all
laim-, de:' (nd (l~\ !ll~, decedcnt at the Lime of death, and all promissory notes or other instruments in writing
for rh,. 1';1\'11(']:' f)j' T1lnllCy or which decedent died possessed, of whatsoever nature, with interest thereon, if
:tl1y, \'!1:~' .:,[ '-'l,'C' \,;lhe ;llld cstinwtcc1 fair market value thereof, and if such estimated fair market value be
lese; '!',:i" i';C ~H (' \:I]Ui_ it ';\:1:-; forth briefly the reasons for such depreciation as to each item; all moneys
pa\ ;ihl I;';) 1,1; !d'c ip,-;urancc policies carried by decedent; all annuity and endowment contracts
t!Jt' "'c,; 'y:'hk upon the death of the decedent; all and the corporate stocks and dividends
dill' !:: "k .f de,!lh, bonds and accrued interest thereon to the date of decedent's
clL- 11'1 ';'( .:h(', \l,cd hy the decedent at the time of death, with the market value there-
of <11 ';1'( h
'.
---
,~/u 71-/3/
.......
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-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 b,usiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the 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 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 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 copy
of the deed, trust agreement or other instrument creating the trust. TheN~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses 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,
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 for 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 Sc~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 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
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 colunms in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscri?ld and sworn to before me this
/() t >71~JJ
...., ;{;~ day o~ 3 ,Y1ia~
.kYt-~!1CJh<7i,~ . ~ .
",';!f\
pugue
;iiC.;1
rf1jg"3/.',L.Lpz~~;~~...........
, (Executor-Administrator)
.. . ..I:t.P.#.l..,.. ..
(Street Number)
.. IJ[e~l1C1Yl~c;i3~llEgJ . Penna.
(City or Town and StlI.te)
.... 19.,zt
'.,.
"",.:.",
:;~J'i~:) CUcJNTY
EI CQ~d'liS~I(;r; u,,1'nii;:S DEC. 29, 19]';)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", ann in case the assets include rare and unlisted. securities,
securities 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 column #1 in the "Surmnary" has been properly completed as above-directed.
RC C-34 (4-i"3!
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITAi'lCE 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 ather, should be identified
as to quantum of interest and the estimated volue 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 located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street 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 state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "Fit and must not be deducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In this space)
ASSESSEO VALUE
FOR YEAR OF
DECEDENT'S
aEA TH
ES TlMA TE a
MARKET VALUE
ALL THAT CERTAIN House and Lot of Ground
situate in the Township of Silver Spring,
County of Cumberland and State of Penn-
sylvania, bounded and described as
follows, to wit:
BEGINNING at a point marked by a post on
the Western side of the public road lead-
ing from Mechanicsburg, to the Trindle
Road, which point is in the line of land
now or late of Frances Ritter; thence
along the center of said public road, South
65 degrees 30 minutes East, a distance of
184.6 feet to a point; thence along land
now or late of Helen L. Shoemaker, South
24 degrees 30 minutes West, a distance of
221.4 feet to an iron pin in the right-
of-way line of the Pennsylvania Turnpike;
thence along the right-of-way line of the
Pennsylvania Turnpike, North 66 degrees
30 minutes West, a distance of 15.6 feet
to a point marked by an iron pipe; thence
along lands now or late of Frances Ritter,
aforesaid, North 14 degrees 30 minutes West
a distance of 279 feet to a point, the
place of BEGINNING.
HAVING thereon erected a single family
dwelling. 1;'.1, J."c!(.JP P,Ih';
II:}, ':.:". :/ I;. J
Assessed for local taxes for the year
1978 at $4,090.00
:J/,
tl,.<:. $4,090.00
$17 ,000.00V\\ ,000 0"
Insert thiS total opposite "real propedy", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
;p17,OuU.UL
Ree -3&
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Sched.ule 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 listed under Schedule "En. Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.D.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the f'act that they are not of the administered estatef.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, 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 anyundistributed
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 ITEM UNIT ESTIlIATED DEPARTMENT VALUATION
No. List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
None \'<, ()Y--L
Insert this total opposi te "Personal Proper ty" , Schedule "B" in X X None
the "As Reported" colUlTOl on the last page of this return.
RCC- 36 .
COMMONWEALTH OF PENNSYLVANIA
TRANS}~R INHERITANCE TAX
SCHEDULE "c"
TRANSFEflS
*'
RESIDENT DECEDENT
(1) Did decedent, within two years ofdellth, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) Nn
(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) No
(3) If the answer to (1) or (2) above 1s in the affirmative state:
(a) Age of decedent at time of tl'ansf'er 1\~; 1'.8
(b) State of decedentt 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 transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or a~ter his death?
(Answer yes or no)_____ I~o
(a) Was there any possibility that the property trans~erred might return to trans~erer or his
estate or be subject to his power o~ disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death? NOlle
(5) Did decedent in his lifetime make any trans~er without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his lire or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from thE.' property transferred?
(Answer yes or no) N ()
(b) The right to designate the persons who shall possess or enjoy the property trans~erred or
income therefrom? (Answer yes or no) N 0
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others :']rH1F
(7) Did decedent in his lif'etime 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) No
(8) Did decedent, at any time, transfer property, the benef'icial enjoyment of which was subject to change,
because of a reserverl power to al ter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) }To
(9) If the anSwer to (8) above is in the af'firmative, 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) N n
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 f'orth 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
DESCRIPTION
MARKET VALUE
(Es Urns ted)
DEPT. VALUATION
(Dept. Only)
"Tone
"-Jane
\,,-j cv--:-
Insert this total opposite "Transfers", Schedule "e" in the
"As Reported" column on the last page of' this return.
None
---
.~
11CC-37 (i2-631
COM~lONWEAI.TH OF PE;\;;';SYYL\NIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Dn
BEKEFICIARIES
BENEFICIARIES AND ADDRESSES
lState full names and addresses of all who
laY(' an interest, vested, contingent or other-
wise, in estate)
-
RELA TIONSIlIP
(If step-children or I
illegitimate children!
are involved, set
forth this fact.)
SUIlVIVED
DECEDF.NT
STATE YES
OR NO
DATE
OF
lH RTH
INTEREST OF
BENEFICIAHY
IN ESTATE
Phyllis V. McGuire
One-third of est~_
Dau hter
Yes
-------T---
I
---lone-sixth of estate
Marv Jane Lawrery
Daughter Yes
R.D.1tl Landisburp' Pa. -.~- ...------
--1 i i
~ I
1.T;11; ~~ 1.T M~"";~Q TT " ~ , v~~ in~~_~; _~'" oi'-.estate_
R.D.#l, MeC'n"n; ~Ch;'r~ _ p" I
,
I
I n -..-
!
-.._-- I .--. ----"0
!
,
! -----...-------.
j
"-'--"'-
-~-"-'
, i
-----
,
Deponent further says that all the above-named benef'iciaries are living at this time except below:
- ._--- -
NAME DATE OF DEATH RESIDENCE
-
None
-
- -
-
-~-- --
~ '"'
3(1)....
e<""
";;j: C
'2 (l.l fa
........... :::I
.s-E,o
~ d "
1 z:
8u~
:s"iiit:
" d 0
~ S go
~ <.:
SUMMARY
(Sch. "A")
.....(Sch. "B")
(Sch. "C")
Real Property
Personal Property
Transfers
Gross Taxable Estate.
(1 )
(As Reported)
(2)
(As Determined)
$
$.
$
$
$
$..
$
$
$
$
$
$
t-o "0
Z "
;; tiI ~ ..
- " P< ..l
" "
>< ..-. (J)" ~ <
tiI HO E-< ~
VJ -
- .rl <
-<: ;oj gp " =-:
"" r.<. 0 'E '2 ~
Po< 0 0 'rl " ~
Po< ~ H CU ..:: <
"' -<: "'
:I: :I: tiI P< rl ,",
~
... tiI ... E- . ({) H S Q
0 i:i :r: '" -<: :3: (J) OJ Z
E- o E- H @ <
Z VJ Po<
tiI S ill ~
~ r.<. CU :> 0 I-
0 .rl rl 0 ~ =-:
c "" rl 'rl 0
0 rl ({) ~
'"" tiI .rl " ...
" E- ~ ~ =-:
.b E- :3: 0 c
~ -<: ~ i:' 0
'2 :;;: 0 E
:::: 'E " E E
- <5
,~ - ~ 0
~ ~
:::~ ....l U U
RCC-38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
I:"JSTRUCTIONS: This sdwrlulc must disclose fill property, real awl personal, owned by the decedent ,jointly
with anuther or others, including intangibles, standing in the name of the decedent and others. List
real estate first., as entireties, or joint tenants, giving brief rtescription, as indicated lInder Schedule
"A", plus the date and place of record of instrwnent effecting vestiture, but 00 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 licquisition, Hnd the name, address and relationship (if any) of co-owners to
the deceden t.
Description of Property, Date of Acquisition, Name unit percentage Estate DEl' ARTI.lENT VALUATION
Address and Relationship of Co-Owners, and PI ace Value Share Val UB. t ion CAUTION-Do not Write
of' Record of Instrument, where Real Estate. In This Space.
SO( 60( N\ ~ ~ SS: VV', CO'" 10< <x> m Value or Value or
~ @ 'X> 'X> @ (Q) :)<X ~ X50 B.,'n ti re Deceden t t S
&S (<X 00 X50 X>;; \XX 'X5 XX> 00 '" Property Interest
00 (<X(<X
None N~>-I..--
Insert. this to tal opposite ",Jointly Owned Property", Schedule "E" l\lOne
in the "As Heported" colunm on the last pag~ of' this return.
---
RC C-SO (&-77)
County, Number and Name
File Number
Date 01 Death
File Date
Estate Name Mc.GlUlte
(LAST NAME)
21 CumbeJWtnd
z i-1l5-U I ~lS
1-20-78
30 MIVLc.h 78
W.LI'Dam
(FIRST NAME)
SUMMARY
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
W
(INITIAL)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 CumbvJlJ1lnd
Pennsylvania, do re$pectfully 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 HAil, "B", "C", and liE".
Dated:
30 MIVLc.h 78
~_ 1\. )J~
INHERITANCE 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:
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED V ALUE AS APPRAISED CODE VALUE AS REAPPRAISED CODE
Real Property (Schedule A) $ $ 17 000 00 004+ 00+
Personal Property (Schedule B) None 10+ 10+
Joint_Held Property (Schedule E) None lO+
Tran:!$fers (ScheduleC) None 30+
TOTAL GROSS ASSETS 17 000 00
Less Debts and Deductions 40.
(SCHEDULE F)
TATE
CLEAR VALUE OF ES
I~
Valuation of life estates ar "Ie
annuities.....................::::=, $
PRINCIPLE
FACTOR
VALUE
E=
ESTATE TAX ASSESSMENTS _ $
1=
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
~
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
S%
10%
15%
(*) As evidenced by Charitable
Exemption Certlficotes issued
by the Secretary of Revenue.
.
TOTAL TAX
$
t=
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
$
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
$
1-
$
t=
$
$
$
$
TOTAL TAX BALANCE $
PAlO $
Supplemental Codes: (FOR USE IN HARRISBURG ONL Y)
48-Adjustment
49+Adjustment
56-Annuity
6O-Lile E.tate
92+Remainder Approisal
93-Remainder Deduction
93C-Charity
94-Remainder Res.idue
96-Succe$s i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason
snml!t s.hould be noted below, with short explanation. '
~ ...J
Z "0 ...:
~ ~ ~ <Zl
. -
'" :::!! . ...:
" ~
;.. ~ u c:z::
<Zl ~ 0..
- Q
...: 0..
~ '" ...:
"- 0" Ci
0.. '"
0 :> Z
w ...: w - ...:
:I: :I: ~ ;.-,
... ~ ... ~ '" ~
<5 ;I:: "
2:l '" ...: " c:z::
z ~ 0 ~ " 0
"- <Zl 0.. 0..
0 ~ .... ~
~ 0 c:z::
c:z:: ..e
oS ~ ~
~ ~ -;;;
'" ~ "
~ .... ~
~ ...: 0
'" :::!! .... "
0" 0 ;.-, ~
~
:::'5 " "
~ " E
0~'"O " 0 0
'"'...: ...J u U
*
RCC-81 (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
'Ph!JeW V. MeGfLUte
R.V. III Meeh::otlc1.bWl.g
(Executor or Administrator)
In Re: Estate of
", lee; ""J Iff 'lcr.~lill.e
r'J!:IJ11P/rJ ann
County - Fi Ie No.
21-1g-I1138
Dear
You ore hereby notified that the ()Jr.J.g1.i1Ilf.
appraisement in the estate of Will.1.am (V. MeGu.W.
has been filed in the office of the Register of Wills of Clunbe..teani
County on 311 MC'J!.c.h , 19lL, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
11.MO.OO
:~oY!1?_
Mane
Ilo'!"-
11.~'O.OO
As to such tax that is paid within three months from date of death, 0 five (5%)
percent discount is allowable. As to ony tox 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 as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485.1001, P. L. 373.
Dote 30 !fco.'Lc.h 78 Signed ~ df _ JL ~~
Title.
I'I,Jna~rrLMi"eh
L
Note: This is not 0 bill.
-
RC C-2 (2-641
DEPARTMENT 9F REVENUE
BUREAU OF COUNTY COLL ECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
3 0\1a1teh 71
Cwnb<Vteand
21-78-0138
COUNTY
FILE NO.
Whereas, IJ.!irPinm :1). 1.~~GIlJJr.e late of lJeeltaIlJ.Cl>bllJr.g
in the County of CwnbeJLtand Commonwealth of Pennsylvama, having died on
the 2,' ~'. day of JanUCVtlf IJ~, seized and possessed of an estat(.
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, 1hn aroim . 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$ement
Delcrlptlon of "net Values Made for Inheritance
Tall. Purpolu
Ro.a.l PItOpeJr.tU $ 17,000 00
-I
PeM 0 na.e. PltoY.JeJr.tu 'Jone.
TJltH1J..~OJlA \[ol1e
TA :..+P,/ /lord PItOY.JoJr.tu None
Total. AMe6.t6 17,000 00
Having been duly sworn accordiWfJiK law, I do hereby certify tha~~ove appraisement is made in~n-
formity with law on this day of . Me! ~~ 19_.
- N, ....
A.ppralser
'!f'IfJ!~1f.~~~~)
(Pcwt 0ftI~)
, Penna,
~)
c
\..;
6.,
rf\
~l
~ 3
<:..>
~
~
~
'"
en
:il
re
..
"
~
"
"'
'"
o
Z
"
"'
~
r>:
'"
~
~
"'
z
'"
"
~
en
'"
r>:
-
c
~
<;
1:;
"-l
.~
CS
=;:
.
:;?:
~
:s
."
~
::;
~
~
~
Q
-
c
~
<;
-.1
...
....
I
<".)
""
,
-
~
"
~
Q
~
C
- ~
: .~
<; "'-
Q "'<:
""
..,
'=>
-
0-
c
;:,.
~
~
'"
~
c
Q
~I
0-
~
1
ci
:<
~.
'"
"
Q,
<:>
'"
..
~
llO,
o
~
t;
"t;
's,
"
~
,;:
."
~
i.i::
...
~
::::::>
z
~
>-
~
g::
~
Q
E-
~
:IE
~
c...
~
Q
""
"
..
'C
~
"
~
]
e
~
"'<:
""
"
"
""
"
"
'~
~
"-l
"
"
Ii
"
~
'';
~
~
""
"
"
l:
"
~
't
'"
""
:;;
"
~
~
"'-
'"
"'<:
""
~
~
~
l
""
"
~
"
;:
"-l
~.
.;;
~
"
,.
"
~
"'<:
~
""
"
"
<;
~
:::