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Home My WebLink About03-30-78 ESTATES WITH. GROSS ASSETS UNDER '10,000, UNDER SECTION '1'01 OF ACT OF JUNE 16, 198t. (FILE IN DVPLICATE WITH COPY Of 'X'ILL ATTACHED) . . OFFICE OF THE REGISTER OF WILLS HI" " County of . . . . C1J];rJ.Oi".r:l3,l).9.. . . . . . . . . . f i.! '>( t e ~. . . . . . . . . . . . . . . :r;r.~l).i". C" .~~roro~.r:~Wl)... . . . . . . . .. of ;B., p, #.5... )~.c>~ )~~.. .S4~P.Pi"AE!1;>1,l;rg.. .~.3,"'~ n,57 (Name) (Addr_l being duly SWQrnu cd' I. d . d. tL-,' e ,'s the survivin" ~'oint tenant ____acco. lng to a"Y., eposes an sa)s 1M!. n __uuo..________..__~"d'H.-------- ________ R. D. #5, B(;x fS9Legatee.EtC) Reathu....... uu whose last residence was.Shippensbur.g.u.P.,as .._,.1'Z2.5.7...uu (No (~"T' of the estate of __.P_aul_W._ Southanmton Township (cJty,i3ofough Of TownshIp) ,nn~is[ed of deceased and that the whole or the estate of said decedent, who died _4-_~g:t::l_~t.?J?",-,.JJ~..7.7 __H_ , (Date) REAL PROPERTY REAL PROPERTY IN J'ENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PAltCEL AT DEATH OF DECEDt:NT, WHl<;H.E PROPF.RTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate "NONE" Estimated Value -I r Persona! Property "NONE" N",~ -. \ /( /' . /' / l' \ :z (- 71-Ilf:J.. (O-tt/r~tL. / < v --, , '\ /' NOTE: You may expedi.e the processing of this return by filing with it, and as a part of th~/returIl, 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 8igned 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. ' Jointly Held Property 1973 Dodge Dart Automobile registered in names of decedent and Irene C. Zimmerman in 1973 t-i~OO'OO Total value at time of death $1,40.0.00 - half value taxable $700.00 i i I -----L---,__. j I I I -I- I~- i I , I I I j--- Transfers within TWO YEARS Prior to Death "NONF." -~-- i ~--~ That at the time of death there was no safe deposit box registered in 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:- "NONE" THIS SAFE O~POSI~ B~X REN;E;- -I RE-L~~~ONSHlP~}~~i~T- IN NAME OR NAMES OF ! HOLDERS TO DECEDENT i -~------- i I NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX I- I -I BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (I f 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 otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Irene C. Zimmerman none yes ""..,,.; "n.. of . '1" R.D.i5, Box 189 owned automobile Shippensburg, Fa. 17257 i I ! I I I , ! ! I ! I , I I ~ I I ----------+----- ---- .- j i I 7(" T""~ F('ql<f- RESIDENT' DECEllENT DEBTS AND DEDUCTIONS CLAIMED ~E: List first five items in the spaces so provided, observe notations thereon, and instructions. m DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN l<EGISTER ONLY Funeral expenses paid $ $ '--- Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses ... Counsel fees '" I Fiduciary commission ... OTHER DEBTS AND ::J ("') See Note below I ! I I I , I I I I I I I I I I I I , I , I I I I ! I I I I I I L I Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater Ol' less than the estimated amount claimed and allowed, Subscribed and swam to before me this. ,13th, , :J -( ~.. , ....... day of .. . Marcil. ...,19.78 ~A.J, Notary Puoin"' Carus\e (:um":erLd' c~~nty My CommissLm Expires August 16, 1919 Irene C. ft"p.#!? JroGlll!~ Zimmerman J;lq1{ .~ ~.~ . (Street Number) . ~ippens1Jurg,. Pennsyl~aJ1ia. 17257 (City or Town and State) Having' been duly swom accOl'ding to law, day of GO hereby certify that the above apPl'aisement is made in conformity with law on this " 19...., ApprRiBt'r In the event that any future intel'est in this estate is transferred in possession or enjoyment to collateral heit,s of the decedent after the expiration of any estate fO!' life 01" fOI" ye:ij's,the Commonwealth hereby expressly reserves the right to appt'aise and assess transfer-inheri- tance taxes at the lawful coJlatel'al rate on any such future interest. _..~.- -~ -----...------ --_._----~------ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register 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 above, which greater or lesser amount represents the sum allowed as a deduction, Dated: ,. Register of Wills >:;:: 0 ("} ("} t"' ;;:: p..-. J 0 0 " a= I- I g c 1Ii > 5' 0 " ~ ;. ~ <+ 0 :'iJ n <; '< ..... <+ n .> t'J ... ~ I :;tI " " " ~ trJ ~ ..... :tJl :c:j :;tI <+ <> '" <I> .0 :t"' 0 o' " 0 " .~ " 9 ;:+ "'"'" :::F! '"'J :;tI ::r :C':l .i:T trJ - ..., 0 :S B . Ul ..., Z ..... ,., 0 ::x: i 0 > :::0 > .., Z '" '0' :;{. l'l ... <I> :t'J ..., ... " '([l = = t:l " :>1 :0 :> trJ ~ > ~ > '" ....... .::l .>-:3 '" '< :~ 0 '" '" <" 1-:3 :tt: '"'J :;tI '" " '0. :0 > :;tI " :~ ;. t:l; - > Ul >< :'" <1>. trJ - " <I> Ul .i:T <1>' ;;:: " )- .1-" ". ... t"' '" "'. trJ <1>. .... p... ... ..., ,. I, '* 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 h.~ C. UJ"",eJt/llClll Po.!J. N5 8elt 189 Mflcemoo~'tJt.rin F.'f;otor) In Re: Estate of p~ w. llt4t1t ClUIIlntt'llla County - Fi Ie No. 21-7t-(/14t Dear You ore hereby notified that the 11*'91.,,,( appraisement in the estate of p",,' ill 1l,,,t', has been filed in the office of the Register of Wills of Ctr..hu/"..d County on Jq Ua'l1:1 , 19Z1-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total ~-Jnft'" /lb;,t. NOM 1M.M 1aO.GO 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 ta June 16,1971, inclusive; and twelve months when death occurred priar 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 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. 'I' UnJte,!J 7' . ~v (j, I! . Date Signed r - --A~n~ Title -'-. CIl,u6 ApP'Clilet L Note: This is not a bi II. . RCC-SQ (50077) County, Number and Name File Number Date of Death File Date E.late Name ReaA:h (L.AST NAME) 2 I Cwnb ~ JzJ.a.Yld K1-18-9142 -2 -7 30 MaJtc.h 78 Paul (FIRST NAME) SUMMARY w. (INITIAL.) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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 IIAIt, liS", IIC", and uE". 30 MCUtc.h 78 ~ A... 1<. ALL.. l Dated: 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 IlF", which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED CODE VALUE AS REAPPRAISED CODE Real Property (Schedule A) $ $ No~o 004+ 00+ Personal Property (Schedule B) I:I-;"~ ~ 0 10+ 10+ Joint-Held Property (Schedule E) 700 00 20+ Tran$fers (ScheduleC) Non;' 30+ TOTAL GROSS ASSETS 77lil nn Less Debts and Deductions 40. (SCHEDULE F) AR VAL E OF ESTATE CLE U Valuation of life estates or .1...- PRINCIPLE FACTOR VALUE r~ annuities........ ............._ $ E= t= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax an $ Tax an $ Tax an $ Tax on $ Tax- on $ Exemptions Total Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% S% 10% 15% . TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. t= Less tax previously paid BALANCE Less 5% of tax if paid within 3 month s after death $ $ $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ I- I $ c $ $ BALANCE DUE $ $ TOTAL TAX BALANCE $ PAID $ Add interest at rate of 6% from to Supplemental Codes: (FOR USE IN HARRISBURG ONl Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-lile Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Reiiidue 96-Successive Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the obove computation of tax by the Register of Wills, for proper reason $ame iihould be noted below, with short explanation. ' E-< ...J Z '0 -< ~ UJ ~ <Zl . - '" ::!! . -< " ~ ;... UJ u i>:: <Zl ~ c.. - Q -< c.. i>:: " -< c.. ... ." Q c.. " 0 ,. z OJ -< OJ ;;, -< :t i5 UJ "' UJ E-< <Il E-< 05 ::I: c ~ '" -< c i>:: Z E-< 0 E-< " 0 ... <Zl c.. c.. 0 UJ ~ UJ r-'? 0 i>:: i>:: .c .8 UJ ::: ~ E-< '" " E-< " ~ ~ " ~ -< 0 <Il ::!! ~ c ." 0 ,., 0 ~ 8 :::oS " c ~ " 8 .~." '" 0 0 '"'-< ...J U U RCC-Z (Z-64) DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 30 MaJrrh 7K CwnbeM'.a.nd COUNTY FILE NO. Whereas, Pa.ul. W. Reath late of SlU.ppelU bWl.q in the County of CwnbeAla.nd Commonwealth of Pennsylvania. having died on the 26th day of A"9,,^:t 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Thn GPolm , 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 1s 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 Appraisement DescrIption of Auet Values Made for Inheritance Tax Purposes $ None RoaP PJrnpoJr:ty - n. ,p M,.",o ~. , M""o Jo-i.n:te.y He1.d PltopeJ1..ty 700 00 ToM AM e.6t6 700 00 Having been duly sworn according to law. I do hereby certify that the above appraisement is made in con- formity with law on this 30:th day of ~~'::c~ 1<. M. 1 19..lL. Appraiaer .( ""m""r 'I'd sm..) HaJrJu.60Wl.q. (Pan. OftIeel . Penna. ---- ... I .... ." "'" "" ~ ~ ~ " ... ~ '" ==:> - ~ '" :z: ~ 1 ~ ~ < C4 >- " " 00 ~ ~ .... == ~ .... " " 1Il .... I <::> ~ '" " .. ~ "<i Ii: Ii: .. 1 '" c ..., Q "i ~ IN ~ ~ ~ r( , :<; t: .~ .~ i K - ..0 ... ~ ,,' e iI '" - c ~ ~ .... ~ .... ~ '::}- ... c ~ ~ ~ ~ .., "- ~ " ~ . " 0 ~' ~ "" '<: "" " :a -.: l / " 1:; >..1 '" ... .;; .", - ~ z ~ ~ t ~ a " 0.0 is "-l c ~ C ~ "" 11 CI) C4 1:; .., r- ~ ." " " '" ... 'S, " 1 ... - 1Il - - .... " ~ 1;' " " " " '" " .~ " " ( <:,)1 " - ~ Q <; ........ ~ C4 ~ " .... ~ , ;:; .;: ;a 't ~ ... "" '''t< I ~ " ~ ::.::: - ~ ~ " ~ I ... c '5 ~' .", ~ z " 1;. "" ~ 'i: " " '" " i.i; Q Cl.. ! ~ C4 "" 00 " 1Il