HomeMy WebLinkAbout10-02-78 (2)
,. ..
OC":
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
;',
t
RCC-33 14-73)
RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPDRTANT,
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'ttenue. (Section 103 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late of
Cwnberland
} AFFIDAVIT OF
EXECUTOR
~
GEORGE M. HECKERT. JR.
(STATE FULL NAME OF DECEDENT)
County
State of
Pennsylvania
} 55
County of
Cwnberland
~
E. ROBERT ELICKER, II
Executor
of the estate of the above-nomed decedent being duly sworn, deposeS
ond say S
Decedent died
March
17
, 19~f testate leaving a lost will, copy of which is hereto attaChed.}
( YEA R] ~)PXN."
(MONTH)
Name and address of attorney or }
other authorixed representative to whom
all correspondence should be mailed.
(DAY)
Snelbaker, McCaleb & Elicker
44 West Main Street, Mechanicsburg, Pennsylvania 17055
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EX ECUTO R-ADMINIST RA TO R)
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 deput~y 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 following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
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 date of death of decedent.
That Schedule B attached 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 prior 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 of 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; all 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 the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment secm:, :~'S o\vned by the decedent at the time of death, with the market value there-
of at such time.
In the case of' securities of' close or f'amily corporations, the values reported are as f'ar as
possible substantiated by f'inancial statements of the corporations, showing the assets and lia1>ili ties
thereof' as of' the date of death. The schedule also sets f'orth the interest of rlecedcnt at the time of
death in any co-partnership or business, and in support of the value of such interest t!1ere is annexed to
said schedule, f'inllllcial statements showing the assets and liabilities of' said co-partnership or llusiness.
A copy of the co-partnership agreement, (if oral, a statement setting f'orth the nature of the agreement)
together with a statement setting f'orth the character of' the business, its location, and such other f'acts
pertaining to the husiness as may be llertinent to a. fair and just appraisal of the decerlent1 s interest
therein mllst he suhmitted. It should also set f'orth 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' decedent1 s death, or intended to take eff'E!ct in possession or enjoyment at or
af'ter death, said sehedllle sets f'orth the nature and value of' such property, to whom transferred, the
relationship of the transf'erees to the decedent, the proportionate share received by each transf'eree and
all other facts of It pertinent nature regardinr; said transfers. In the case of transf'ers intenden to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a COllY
of' the deed, trust agreement or other instrument creating the trust. Therl~ is also set f'orth 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 jointly with another, or any power of appoint-
ment vested in decedent, ei tber individually or jointly, by the will, deed, or other instrwnent of' another,
with 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 anti addresses of' all
persons benef'icially interested in this estate at the time of' decedent's death, the nature of' their res-
peetive illterests, thelr relationship, if any, to the decedent, together with the ages at the time of'
decedent's death of' all minors, annuitants and. benef'iciaries f'or life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if allY, died prior
to decedent, the dates of their death, their issue, and the relationship of' such issue to the henericiary.
That Sct>edule E attached hereto and made a part hereof sets rorth all property, real and per-
sonal, owned by the decedent Jointly wi.th another or others, including intangible, standing ill the name
of' the decedent and others, plus the date and place of record of' instruments eff'ecting 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 Schedule F attached hereto and made a part hereof' sets forth fully and in detail all debts
and deduction'o claimed. f'or and. on behalf' of' this decedent's estate, including :funeral ex:penses paid;
f'amily exemption, wi-Iere appl icaule; costs or administration of' this estate; counsel f'ees and f'udiciary's
commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and llnpfltrl Ilt time of
death; taxes accrued. chargeable f'or period prior to decedent's death (except those allowp-d under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged. f'or obliga-
tions, if' any. It is agreed that the fiduciary will present proof' of said claimed obJ igations upon re-
quest, that if' the amount actually paid in settlement of' any ree, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of WHls, and that
the amoun t of tax assesse{l can be reassesserl in accordance therewith.
That the totals of' Ule appropriate colunms in Schedules "A", "B", "en, "E", and "F" as directed therein,
have been carried f'orward and properly registered in the Summary.
Subscribed and sworn to before me this ............................"...
.,
day of ~~<L 19J.8...
~'f(.;e-"li:;~~~ .
C^1l:,;~\:.~r E. p,r~l:S~hl, -,u.-" \
~:ECHA,,\:S\;U;~G 8:j,:i',L:3H
, CU"lFRlP\"'[) CGUiiTY
Iii ..... ~~ ~:,,,..,, rEO 27 1982
ViV rn~~Ml'<;:~"l'l fX,"'L, r IJ. .
NOTE: Bef'ore signing aff'idavi t make sure all blank spaces in the af'f'idavit and schedules annexed are
f'1lled in wi th details or the word "None", und in case the assets includ.e rare and un] isted securi.ties,
securities of close or famDy corporations or an interest in any co-partnership or business, that the
data and statements requirf"(l under the paragraph above relating to Schedule "B" are attached. Also make
certain that co]mnn #1 in the "Summary" has been properly completed as above-directed.
...:?"~
.Y.
..[/ddr:!A2ldc.yf...............
(E"'eC'Uto~
.... 4~...w.".f?t...M."'.i.oD.....s..:tr.!::.!Ct.................................
(Street Number)
. Me"h"J:l:C,,'3.p.yXg,.....l?!::nnl?:il,.y"n:L". .J7.Q.5.5
(City ar Town and State)
.
.
RCC-3414_73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITAI'ICE TAX
RESIDENT DECEDEN"(
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 other, should be identified
as to quantum of interest ond the estimated value should be thot of the decedent's interest only. (Property
held os joint tenonts with right of surviorship or tenoncy 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 wi th
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; if Q farm state number of a-
cresj also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ar.
to be listed on Schedule II Fit and must not b. deducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT"S
DEA TH
ESTIMA TEO
MARKET VALUE
1. ALL that certain lot or parcel of land
si.tuate along the Conodoguinet Creek in
Hampden Township, Cumberland County,
Pennsylvania, having erected .thereon a two-
story dwelling house known and numbered as
5 Stone Spring Lane, more particularly
described in Cumberland County Deed Book
2~-L-l099 .
'~1,/~-_"7 ["//-!p_':!'J..
.,
r .,.-~
Sale Price
$4-0,000.00 I /t./.()/OCJC). oQ
50'i'O
L/
.J_ '''; ~7. t.:-_
LI()/dO~'(/O
Insert this total apposite "real prope.;,", Schedule "A" in the X X X X X
"As Reported" column on the last poge of this return.
~
RcC-n
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
..~.
"",
! , 1\
flESIDIxr DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
Item
No.
1.
2.
3 .
4.
5.
6.
7 .
8.
9 .
10.
11.
12.
13.
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 wi th another or others
must be listed under Schedule "En. Intangible personal property, titled in the name of' the decedent, but
pa.yable 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 estate.
Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household
goods, and ~lrnishings, hooks, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certit"icates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or nividends, salaries or wages, insurance pay-
able to the estate or f'inuciary in sain capacity, partnership interests, interest in anyundistributed
estate of' or income f'rom 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
List and describe fUlly
UNIT
VALUE
ESTIMATED
MARKIIT VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Cash in decedent's possession
v'
/~~.s-?
J 7 f). flJ
$
164.55
Social security check for February
,-
370.80,
Checking Account No. 41-94 5662, Dauphin
Deposit Bank and Trust Company, balance on
date of death
/ '91'
4,126.95.'/ 0/:11'" .
38.00 k ., ~. (/~
~7(}."O
1,370.00. I...
Return premium: Wallower Insurance Agency
Proceeds from sale of jewelry
Monthly annuity payments for February 1, 1978
and March 1, 1978, each in the amount of 38.81,
Ohio National Life Insurance, Settlement
Certificate No. S9440
77. 62 ~ 7. , .z....-.
1,028.50./ /..I O,..e-. S-l)
75 5,501. 25 ...----r; 1:>-0/."..-;:
11,013.35,/ II". ~/3.~J
242 shares, common Fortune National Corporation 4.2
540 shares, common, lJNARCO 10.1
Net proceeds from public sale of personalty
Household contents and furnishings, appraised
value
V
840.00.
500.00 IV
50o.oolV'
342.46"
~."o., ,
~()4. <,0
~-40. (J'
~4'" 1Lt
1971 Ford LTD automobile, appraised value
Power mower, appraised value
Coin collection, sale price
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of" this return.
x X
fJ- f; ~7J. 4./7'
$25,873.48
RCC-1S
CUMMU\WEA J.TII lW I'F'I'I~Y LViI\ I A
TltA\"~FFH I\lmnIT.'\\TF TAX
SC'I-]l':])l,;LJ'; 'I en
Tit \\,I'.:.:I'Vl:S
~':""
:""- ~
"1:~i"
'\~,~X!'\
HES Im':XT J)]'T 1:])F\'1'
(1) Did deeedent, within two years o1'deat.h, make (Uly ll'ilnst'er of an,'ll IIP'dJ~rial part of his w;f,ate, without
l't:'ceiving a valllable iH~(t arleqwlte (~onsidprati'l!l ther">t'or? (Answer yes or rlo)---..N.Q___
(2) Did deeedent, within two 'years of .lea"'. transfe,' properLY feom Idmself' tn himse' f and anothe" or
(.thers (illeluding 11 spouse) in joint ownership? (i\nswpr yes or no)--...NQ.._~~_
(:.1) lr the answt"r t.o (1) or (:.n Ilhove is in the atTil'mative state:
(11) A,!.:>;e of decedent at time nf' tl'an~i1'er
(h) State of decedent's h\~alth at time of making tile transfer. (Note 1).
(c) Cause of (~(~('edentl s de:Jth. (Sote 1).
(4) Did decedent, in hi:..:; lifetime, make any t,'arlsf'er of' property without receiving a vllluuhlf' or adequate
consideration theref'or which was to take eff'ect in possession or enjoymer't at or itfter his rlpath?
(Answer yes or lIO) No
(a) ~\ilS tlwre any possibility that the property transt'erred might return to transferer or his
estate or he subjpct to his power of' disposition? (Answer yes or no)
(lJ) What. was the transf'eree' s a'~e at Lim8 of decedent's de/ith? .
~ -
(5) Did decedent in his lifetime make any transf'er without receiving a valuable amlarlelluate consideration
therE'for under whidl transf'eror expressl~y or impliedly reserves for his life or any peri(HI which does
not in fiwt end hefore his death:
(a) The possession or er~joyment or or the right to income from UI{: property transferred?
C\nswer yes or no) No
(h) The right to designat8 the persons who shall possess cr enjoy the property transi"erred or
i llcome there! from? (Answer yes or no) No
(fi) If the answer to (5) (b) above is in the af'firmative, state whether the right was reserved tn decedent
alone qr others ~__~~__~_,~___._~
(7) Did decedent in his lifetime make Ii transfer, the Gonsideration f'or which was transferee'.s promise to
pay income to or for the benefit of' care of tl'ar:sferor? (AnswcJ' yes or no) No
(8) Did decedent, at any time, transf'pr property, th" benei'icial enjoyment of' which was subject to change,
bee'ause Of'L r..served power to al tel', mnend, or revoke, or whtch could revert to rlecedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to un ahov/'! i3 in tlll' affirmative, was the power to al tel', amend, or reVokf~ the inter-
est of the lJepef'iciary reserved in the decedent alone or the decedent and others?
(Answer yes or EO)
NOTE 1: The answers to these questions should be sUllporterl hy aff'idavi t by the attending physi.cL.ln as
well as a copy or the neath certt ficate.
NOTE 2: If' anSwer to any of thc above questions is ,Vps, spt forth below It d~~scription of the property
trans:ferred, it's rail' market valuc at date of death, dates of transfers awl to I"hom tr1tnsferreiJ, with
relationship of transferees to decenent, if any. Sllbmit eopy of any trust riee(l or instrument, if trans-
f'ers are claimed to be non-taxable, also submit detailert statement of f'ttcts on whieh said claim is based.
~'WTE 3: List aPl1l icahle propert:r below in manner tn wldeh provirlcr} in Schedules A, B, or E.
[TEll
llf<:SCHIPTION
\IARKET VAJ>UE
(Es tima ted)
f)l';PT. VAI,lTAT__':(J.'II
(Dept. Onl y)
NONE
NONE
~
~
Insert this tot'd opposite "Transf'ers", Schedule "e" in the
"!\s Report8d" CO]lllTll1 on the Inst p'ige of this return.
RCC-37 (12-63)
COMMONWEALTH OF I'ENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
~. /< .:li.0:~ 1\
~
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other~ are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Edith Mvers None Yes Bequest of household
6 Stone SorinQ Lane contents and householn
Camp Hill, FA furnishings per Item 2
of said Will
($11 750.36)
Elmer Myers None Yes Benuest of mowers
6 Stone Spring Lane power tools and
Camp Hill FA automobile per Item 3
of said Will ($1 000.0
St. Timothy Lutheran Church Chari tv Entire residue nQ~
4200 Market Street Item 4 of said Will
C amp Hill FA
o
Deponent further says that all the above-named beneficiaries are living at this time except below:
--
NAME DATE OF DEATH RESIDENCE
-
~ --,
BUl,...;
~<*
ti: c
.~ Q.l S
Os ~~
"00..0
<<: a.~
~8;c,
o "
~tit:
~ ~ 0
~Eg.
~ ~
SUMMARY
....(Sch. "A")
(Sch. "B")
(Sch. "e")
Real Property
Personal Property
Transfers
Gross Taxable Estate
(1 )
(As Reported)
$.
$
$..
$
$
$
(2)
(As D('termilled)
$40,000.00
$ 25,873.48
$
$
$
$ b5 ,8/3 .4b
f- . '"
Z ~."
~ til 1-). Ul
oj - ~ ~ ..l
" "" "
;.. H t.l <
til ~. <".) p., tIl
tIl !:j'" .... -
- ::I:l <
-< U ~ oj ~
i>: r.... fI! '0 "'"
"" 0 :3: " "'"
"" g ~ ..::
'" -< '" i <
II: II: til c..
... til ... f- ::.. S Q
ci ~ :r: "' ~ r.<l r.<l '" Z
f- a f- ~ "" "" ~
Z CJ') ~ ~ ""
r.... til ~. ~ i-
~ 0 0
" u .c ~
c i>: ~ 0
.9 til "'"
~ ~ ""
oj ~ ~ ~ ~
.t:: 0 c
.g -< ~ ,C. ~
0
E .... ~ a
':':""C ~ is is
~
:::~ ..l u U
RC C~38
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH 01' PENNSYLVANIA
TRANS PER INHERITANCE TAX
INSTRUCTIONS: This sehedule must dtsclose all property, real and personal, owneci by the (tecenent jointly
with another or others, including intangibles, stlinding in the name of' the decedent and others. List
real estate first, as entireties, or joint tenants, !l;iving brief' rlescription, as indicated tmder Schedule
"A", plus the date and place of' record of instrwnent effecting vestiture, but do not i,nclude entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisi tion, and the name, address and relationship (if' any) of' co-owners to
the decedent.
Description of Property, Date of' Acquisition, Name
Address and Relationship of' Co-Owners, and Place
of' Record of' Instrument, where Real Estate.
unit
Value
percentage
Share
Estate
Valuation
DEPARTllENT VALUATION
CAUTION-Do not Write
I n This Space.
Ox
XX Y'>
z~X>
VV><:Y
xx
Y'> lV\ Ox
:x 00
6060XX;Q<:
Y'>0:x
X>%%~X>~
;x.x~
X>
;x.xOx
:)<) Ox
;Q<:
Y'>
~
!Y
Value of
Entire
property
Value of
Oeceden t t S
Interest
NONE
NONE
~ 6'\.1 e...
?? (1 " e....
Insert this total oppo::;;ite ",Jointly Owned Property", Schedule "E"
in the "As Reported" column on the lust pUg(~ or this return.
.
RCC-39 (8-77)
County, Number and Name
21-Cwnber1and
SUMMARY
File Number
21-78-151
March 17, 1978
Heckert, Jr. George
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Date of Death
Estate Name
M.
(LAST NAME)
(FIRST NAME)
(INITIAL)
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumbt!rland
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 HA", "B", "C", and liE".
Dated:
October 26. 1978
,) k
'I , ~
\/0<ut .-- .
c} ,
fit;
",-'V".,. _.'l.-..,__
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
ADJUSTMENTS
INVENTORY VALUE AS APPRAISED ODE {HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ '>o,noo 00 00+ 92+
Personal Property (Schedule BI 25,873 '>8 10+
Joint-Held Property (Schedule E) --- -- 20+
Transfers (Schedule C) --- -- 30+
TOTAL GROSS ASSE1'S 65 873 4A
Less Debts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
~
PRINCIPLE
FACTOR
VALUE
CODE
r-
annuitles....................._ $
1=
E=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
T a x on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
~
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
15%
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretory of Revenue.
.
TOTAL TAX
$
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after deoth
$
$
1=
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
$
I-
$
BALANCE DUE
Add interest at rate of 6% from
to
l=
$
$
$
$
TOTAL TAX BALANCE $
PAID $
Supplemental Code.: (FOR USE IN HARRISBURG ONl Y)
48-Adju5tment
49+Adju5tment
56-Annuity
6O-life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Success i ve
Life Estate
ADJUSTMENTS
FOR USE OF REGISTER ONLY
NOTE: Where subsequent adiustments are made to the above computation of tax by the Register of Wills for proper reason,
same should be noted below, with short explanation. '
'"' ..J
;z "0 <<:
~ ~ ~ '"
. -
" ::;; . <<:
" .
.... ~ 0 i>::
'" ~ Q.
- ";'0
<<: Q.
g; ,.., ~ '" <<:
u.. . :Il '" Q
Q. f-< (f) '"
0 > ;z
"' <<: "' e z - <<:
0:: 0:: ~ ~ >>
... ~ ... '"' g '" '"'
0 ::c <<: u = i>::
~ '" gj =
;z '"' 0 '"' z " 0
u.. '" ~ Q. Q.
0 ~ . o.l '- ~
~ :c el ~ 0 i>::
i>:: o.l ~ .=
,~ ~ -
~ u -
- '"' "
" '"' ~ "
~ '- ~
- <<: 0
'" <.!l '- =
'a ::;; 0 >> ~
-
,~ " =
=5 - = 5
,~"" " 0 0
~<<: ..J u U
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 FI LING or APPRAISEMENT
E. Robert Elicker, II
(Executor or Administrator)
In Re: Estate 01 George M. Heckert, Jr.
Cumberland
County - Fi Ie No. 21-7e>-0151
Dear Mr. Elicker:
You are hereby notilied that the original
appraisement in the estote 01 George M. Heckert, Jr.
hos been liled in the office 01 the Register 01 Wills 01 Cumberland
County on October 26 ,19~, Said appraisement reflects the lollowing
valuations:
Real Estate
Personol Property
T ronslers
Jointly Owned
Total
$40,000.00
25,873.48
~O-
-0-
~05,e>73.48
As to such tax that is paid within three months from date 01 death, a live (5%)
percent discount is ollowable. As to any tax thot remains unpoid alter nine (9) months
(filteen months when deoth occurred Irom December 22, 1965 to June 16, 1971, inclusive;
and twelve months when deoth occurred prior to December 22, 1965) Irom date 01 death,
interest at the rate 01 six (6%) percent per annum is chorged.
Any porty in interest who is aggrieved by this notice moy object thereto within
sixty doys olter receipt 01 said notice os provided by Section 1001 01 the Inheritance and
Estate Tax Act 01 1961, 72 P. S. 2485-1001, P. L. 373.\
Date October 20, 1978 Signed ';:)'-"'"t _ J(. ~~ct,-eL_.~~
Title. Chief Af'EI"aiser____
\...
Note: This is not a bill.
-------
R C C-2 (2-64)
. .
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
~ctob~r 26. 197H
COUNTY
Cumberland
FILE NO.
21-78-0151
Whereas.
George M. Heckert
late of
Hampden Township
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 17th day of March 19~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Ira K. GI eim . 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
Delcrlptlon of Allet Valuel Made for Inheritance
Tax Purpoles
REAL ESTATE $40,000.00 $ 40,000 00
-I
PERSONAL lROPERTY 25,873.48 25,873 48
TRANSFERS -0- -0-
JOINT-HELD PROPERTY -0- -0-
TOTAL ESTATE $65,873.1;8 $65,873. 48
Having been duly sworn. according to law, I do hereby certify that the above
formity with law on this 26th day of October J
I( :""1 ,,~' J\.
appraisement is made in con.
19~.
~f/f;'_t-,~,
Appral&er
(l'fumbet and Street)
Ha rri s burg
(Poat Ol!lee)
I Penna.
II '" ~
" ... ~
z '"' 0-
II " ~ ~
~ " :=>
Q ~
'-.:; " :z::
'" Q .0
en '" ~
:l , >
I ~ p.~ 0 ~
~ H ..... cc::
;,; ~ ;I: 0 M ,-.
~ ..... '" '"""' ? ?
c .....
---- ,I ~ Cl 5 co ~ " "
~\ ., '"" '? g r-- < ." l: !it
Ii ... ~. u , C ,,' Eo- " " " 1l'
w r-- .. '"' '"'
Ii ~ ~ ~ ~ :z:: '" ';:; "E
'--.. '" ;I: .,[ ..... !lO, .., ~ i:'
" " <; .. , ~ "- ~
r4 0 ~' t "- "
I z '"' 0...1 0 M <;; :liE "'- "- ..,
:--:, .. ~ :;:: fl;l "" '"' .;; "<: "<: "<: ~
... ~ Eo-
~ ~ ~ '" t ~ ." l
~ Q " ~ - !it
'') '" ~ - 't; ~ ~ <i "
~ 0 <; - ';:;' c.. '" "" L
Z 0- - ""
~ " ~ 0' " ~ ",' " " "
~ "" Q ,j" ~ " g ...
y C ..... ':! Q " '~ " "
, ... ,;: " '0 "'- ;;
- '"' 'C
Z '" "t " ~ l'; ... "- ~
'" ~. ." ~ " ~ "<:
'" .:: "" ~ ~ ~
~ " "'- " i.;: '<:
en Q '<: Q.
'"
~