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HomeMy WebLinkAbout06-25-79 RCC-84 (8-77) ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE INHERITANCE TAX OIVISION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT TO: ' ;/ , , , , ! i i I .. / I, For County Information purposes only I - I, ( COUNTY FILE NO: -------------------------------- -- - - -_.- - -- -- ---- - ----- --_.- - -. - -- - - - - - -- Appraised Value of Estate: Real Estate Personal Property Jointly Held Property/Transfers $ .~/ /- ,/ / Total Gross Estate $ f"; / I Total Approved Deductions Clear Value of Estate $ ;, /'/.: I Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ ('{ / i Amount Taxable @ 6% Rate $ tax due $ Amount Taxable @ 15% Rate J i ( / tax due '/ '/- TOTAL PENNSYLVANIA INHERITANCE TAX DUE r;' /1;.. ~- Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT 'I I $ ! ~// ':-1 + $ $ I 2~, $ I-IZ,;3 + + BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ ,""":> .. j { rnterest will accrue at the Inheritance tax from rate of six (~) p~r,s=.ent per annum on the unpaid balance of '/1-- L,3"/( .,' to the date of payment. Assessed by: Agent for the Commonwealth SEE REVERSE SIDE FOR INSTRUCTIONS REGISTER OF WILL'S COPY IL-~ ... /f ' ./ / i/ /- -;- , y ~- // / '7 ~(' ) , "fj..Jo/77 ,. . / Rcc-n (4.73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND ,;'- IMPORTANT, This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the County where decedent resided; Return is due within nine months after date of death. unless an extension is granted by the Secretary of Re'lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Late of Cumberland Pennsylvania Cumberland } AFFIDAVIT OF EXECUTOR ~ IN THE MATTER OF THE ESTATE OF Reverend Stephen J. Hribick (STATE FULL NAME OF DECEDENT) County County of J's. State of ~ Reverend James R. O'Brien Executor of the estate of the obove.named decedent being duly sworn, deposeS and say 5 Decedent died February 23 19~{ta5tole leaving 0 lost will, copy of which I. hereto attached. } (YEAR) ~ (MONTH) Mome and oddre.. of attorney or } other authorized representative to whom 011 comllpondence .hould be moiled. (DAY) James D. Bogar, Attorney At Law 23 West Main Street, Shiremanstown, PA 17011 Executor That as such deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR-AOMINIST RA TOR) the assets thereof and their fair market value. 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: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A S.~FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules with the exception-of the [ollowing, for the reasons hereinafter set forth: of this return, That Scheclule A attached hereto and made part hereof sets forth fully and in delail all the real properly 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 dale of death of decedent. That Schedule Battached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, 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 prim 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 state, or political subdivision thereof, or of any foreign country, which are owned at the time or death; all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever, kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held 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 the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated 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 the estate from life insurance policies carried by decedent; aU annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends due thereon and unpaid as of th~ uatc of death, bonds and accrued interest thereon to the date of decedent's death and other investment sccuriti~s owned by the decedent at the time of death, with the.tnarket value there- of at such time. In the case of securities of close or family corporations, the values reported are as far as possible, subs tfl.n tifl.ten by financial statements of' the corporations, showing the assets ann liabilities tht"reof AS o'f the date of death. The schedule also sets f'orth the interest of rlecedent at the time of dpath in any co-partnership or business, and in support of the value of such interest there is annexed to said ache-dille, financial statements showing the assets and liabilities of said co-partnership or 'husiness. A Cbpy of th(> co-partnership agreement, (if oral, a statement setting f'orth 'the nature of tile agreement) together with a statement setting forth the cl1aracter of the bllsine~s, its location, and such other facts pertflininp: to the hllsiness as may be pertinent to a fair and just appraisal of the decedent's interest theretn must he submittp.d. 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 Scf>edule C attached hereto and made part hereof sets forth a true answer to each inquiry contfl.ined 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 t6.ke eff'ect in possession or enjoyment at or af'ter rlenth, said schedule sets forth the nature and value of such property, to whom transf'erred, the relationship of the transf'erees to the decerlent, the proportlonate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intenderl to take ef'fect in possession or enjoyment at or after death, there is also attached to the scherlule a COllY of the deed, trust agreement or other instrument creating the trust. Tl1erl'! 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 .1ointly with another, or any power of appointf.- ment vested in decedent, either individually or jointly, by the will, deed, or other instrwnent of another, with 8. 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 benef'icially interested in this estate at the time of decedent's neath, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent' 5 death of all minors, annuitants and beneficiaries for lire unner decedent's Will. It also contains a statement showing which of the beneficiaries named in the decerlent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship or such issue to the beneficiary. That S~f>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 ~estiture 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/1edule F attached hereto and made a part hereof' sets forth fully and in detail a11 debts and deductions claimed for and on behalf of' this decedent's estate, including funeral expenses paid; f'amilyexemption, where applicable; costs of administration of' this estate; counsel fees and fudlciary's commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli- gious services, in oons4:J'quence: of the death of the decedent; debts and claims owing ami llnpairl at time of deathl tax.. aoorued oharSIAbll tor perlod. prior to d.ecedent' 8 rieB.th (except thO" Allowed under Section 651 of the Inheritance and Estate Tax Act); together with l:L statem4:J'nt of collatera.l pledget\ 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 c'laiming 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 columns in Schenules "A", nan, .e., "E", and"F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and Sworn to .before me this ................................. I ?~.... day of ..... /?.-...'.... :..IJ. ................. 19.'Z.2...... ........".........~'._l..:.... . .~~ cr... ....c;,.. /) .. ........ . /t.?!? .................................. ..............."...........~.(. JOAN E. ARNOLD, Notary Public Shiremanstown, Cumberland Co., Pa. My Commission Expires Sept. 6,1982 ...&~~~~_s . Clinton Drive O'Brien ................................................."............................................".......................-..-.. (Street Number) $l1aJIl()1.<:i.IJ:,y~D.:Il~y~y'1.n.:i.i1.l7..?7?....... (City 01" Town and State) NOTE: Before signing affidavit make sure all blank spaces in the aff'idavit and schedules annexed are f'illed in. with details or the word "None", and in case the asse,ts include rare and unlisted. securities, securities of close or f'amily corporations. or ~n interest in any co-partne~ship or business, that the data and.statements required. un~er t~e p~ragraph above rela~ing to Schedule nB" are at~ache~. Also make certain that column,#~ in the'ftSummary. has been properly complet~d as above~directed. - RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY *~ RCC'~ COMMONWEALTH OF PENNSYLVANIA 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 listed 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 estat~ 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 certi~icates, 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 ~iduciary in said capacity, partnership interests, interest in any undistributed 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 ESTIIlATED DEPARTMENT VALUATION No. List and describe fully VALUE IlARKEr VALUE (Do not write in this space) Supplemental Return l. Additional distributive share from the Estate //-"' of Emma V. Hribick $319.67/ - "3 t'1.. to" Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. x X .- . REV-5IB {3-79l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Rev. James O'Brien Clinton Drive Shamokin, PA 17872 (Executor or Administratod In Re: Estate of Reverend Stephen J. Hribick Ctnnberland County - File No. 21-78-0143 Dear Rev. O'Brien: You are hereby notified that the Supplemental appraisement in the estate of Reverend Stephen J. Hribick has been filed in the office of the Register of Wills of Cumberland County on JWle 25 , 19 79. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 319.67 None None $319.67 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 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. Date June 25, 1979 Signed ,---Q dQ~ . . '""', n """I,,' \:- ~_,"',~ c: :.,'\.___-~ .....-_..A_j\._"--..J o Title Administrative Officer NOTE: This is not a bill. SUPPLEMENTAL REV-4571:l:t=78) .. DEPARTMENT OF REVENUE BUREAU OF fiELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DAii:. June 25, 1979 Cumberland -11-78-0143 COUNTY FilE NO, Whereas, Reverend Stephen J. Hribick late of Borough of Mechanicsburg in the County of Cumberland Commonwealth of Pennsylvania, having died on the 23rd day of February 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti ,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 2,t the lawful collateral rate on any such future interest DESCRIPTION OF ASSET UNIT Appraisement VALUE~, Made for Inheritance Tax Purposes Real Propertv $ None Personal Property 319 67 Transfers None Joint-Held Pronertv None TOTAL ASSETS 319 67 I Have been duly sworn according to law, I do hereby ce{!:o with the law on this 2 'ith day of - that th't-~ove A'Pp~aiSemjnt is made in cf~fo7Wity '.- Appraiser (Number and ?treet) Harn.sburg (Post Office) . 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