HomeMy WebLinkAbout04-09-79 (4)
form No. RCC-62 (6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000. UNDER SECTION 701 OF ACT OF JUNE,lt. l'tl.
EFl"Zt'TIVE .,JANUARY 1. 1982. (FILE IN DUPUCATE' WITH COPY OF WILL ATTACHED> 1/1/1f
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OFFICE OF'THE REGISTER OF WILLS
County of . . . .~++?P~. . . . . , . . , . . , .
.""...,. ,". .O:'?J:u:1.~a ,~~I."......,.......,.. of . ~~. ~e:"!~.~9'. !'.t;~t! .1?N-p~~~g" ?,a,......
(Name) (Addreu)
bel'ng duly sworn according to law deposes and sa}.s rhat he is thc.......!':.~gJto.:(::uu..u......uu.mmuu..u..
n_nn___n_____nu.___....Un____u, (Exec, Adm. Leptee, Etc.)
of the estate of..muE'~4ufi..mWhg!';1,"'y.uu.muuumu.. whose last residence was._.1~~;......-..Q(;mth..~~..SJ;~tu-mu
mfiN,~!?~g,...E'~~!uu.uudeceased. and that the whole of the estate of said decedent, who dieduK~,m(V-"..J-9.7-8u-
(City, Borough or TownshIp) lIe
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Estimated
Real Estate Value
None None
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Personal Property ~<?;>~YY'
Savinqs A=unt. First National Bank of Shi burq 1,000.
Earried Interest on Savings Account SY' 35.4
Checking Account, First National Bank of Shippensburg 60."
\ ()'1.S.~'2..
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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 hvlder and indicate Clearly amounts of principal and interest in the decedent's
account at the date of death and the type of accoWlt, accOWlt number and the exact name or names in
which the accoWlt is registered. '
Jointly Held Property
Estimated
Value
None
None.
Transfel'S within TWO YEARS Prior to Death
None
None
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That at the time of death there was no safe deposit box registered ih 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:-
First National Bank of Shippensburq
_L.__
Paul S. Whorley
I RELATIONSHIP OF JOINT
~LDERS TO DECEDENT
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,
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SU'E DEPOSIT BOX RENTED
IN NAME OR NAMES OF
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.) I DECEDENT
,
Margaret B. Swartz ,
lIe South Que~~Sth..,~.., sister ves sui iuris one-half
I
Lilliam L. Hartzell
R.D. #3, Box 491 sister ves i sui iuris one-half
Carliole, P3.. lrH
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ESIDENT DECEDENT DEBTS AND DEDCCTIONS CLAIMED
TE: List first five items in the spaces so provided, abse-rve notations thereon, and instructions.
DEBT OR CLAIM NATURE OF SAME
AMOUNT
Funeral expenses paid
$
$
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Family exemption (will not be allowed unless
decedent died residing with a spouse or children,)
Administration Expenses.
Counsel fees ...
"
'"
"
,
DEBTS AND CLAIM~'"
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Fiduciary
commission .
OTHER
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(*) See Note below
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Total
, day of . . .CJ..,,'1.-\-~: . .
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. . . :/ 1<'.. ( J, :v.i. . . . . . . . AI. .~ ,'~", ('I'. .
Notary PubliC~' . ' '.
M;r~. roq:>ires: . ':-1-; J, )1j I~
Having been duly swo:~n-.:~COl"ding to law, I 0 ~JbY certify that the above aPPI'aisernent is made in conformity with law on this
. . . . day of . . . . . . . . . .. 19. . . . .
,,19,79,
paid in settlement of any fee, commission 01' debt is greater
r?A ,~
0' r. ~~^..... .1(".~Jtk7~.$,.......,
(E:recutor-~
, , , ,24 We,st..Ki.Ilg, S:tr~t.... ,.... . .. ,
(Street Number)
Note: The estate agrees to advise the Register of Wills if the amount actually
01' less than the estimated amount claimed and allowed.
, . J II
Subscnbed and sworn to before me this, h. , . . ' .
"Shipper)sl:>urg:, )?~lYani.a 1}2,57. ,
(City or Town and State)
Appraiser
In the event that any futul'e interest in this estate is tl'ansfel'l'ed in possession 01' enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01' for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri-
tance taxes at the lawful collateral 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
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RF V~.c!84 (8~78)
County, Number and Name
:~~.~ Number
(?l) C"lIlBIlPl:;""j
21-78-0152
SUMMARY
I;'A Death
I. ,'I' \
cte Nome 'I.)..... 10.. e ~
(LAST NAM )
?lp~/7e
C\ t l \
(FIRST NAME)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
<'"
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(INITIAL)
REPORT OF INHERITANCE TAX APPRAISER
Cumberland
c
\ .~hc lJndenigned duly appointed Inheritance Tax Appraiser in and for the County of
,/Gn:OJ, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
''S ~'?t forth opposite each item in the last column to the right in Schedules "A", liB", "C", and HE".
l~
7 lJ"''U'OTnh''''Vl ]979
v/tt nd? /1 /
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INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
'. the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect~
'::crt that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
;~:mQunt is set forth in the last column to the right in Schedule ifF", which greater or lesser amount represents the sum
.:l;: Q deduction.
REGISTER OF WILLS
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CODE ADJUSTMENTS
:=NTORY VALUE AS APPRAISED (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE
hedule A) $ ,,~-- 00+ 92+
(Schedule B) ~-, nn< In n 10+
tv (Schedule E) ;, 20+
le C) ,,~-- 30+
S ASSETS ~. ... n
'ductions 40- 93-
FI
F ESTATE
R, j ';;:';
Pel, -"....toelty
Joi {Jmper
Tr:. . Sdledu
,_ GROS
lo'_ .,d D~
::':}ULE
Cl' ',"'LUe 0
Vo
:; life estates or
-"'--
PRINCIPLE
FACTOR
VAL.UE
CODE
r
t=
anI,
,...................- $
ES.
. \X ASSESSMENTS _ $
t=
Fe
To>
To:..
To,
Tax
To "
Ex!';",
To
~
COMPUTATION OF TAX
')F REGISTER ONLY
$
$
$
$
$
2%
6%
15%
~,,jS
.
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
TOTAL TAX
$
Le
3 "
Less tox previously paid
BALANCE
.r ;-ox jf paid within
"Te. death
$
$
t=
$
BJ.
Ad.
..!, or INHERITANCE TAX DUE
~~1 ,::;\ ~-cte of 6% from
$
_ ._,_ ~o
$
1==
A~.'
Es
0,' ESTATE TAX ASSESSED
pdld
$
$
BALANCE DUE
A.i __.>1 ;.d rete of 6% from
to
$
$
TOT AL T AX BALANCE $
PAID $
$, ",,", Code.: (FOR USE IN HARRISBURG ONL Y)
,;< ~- stment
:\tJstment
,,~nu ity
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charily
94-Remainder Residue
96-Success i ve
Life Estate
',E OF REGISTER ONLY
ADJUSTMENTS
iiU'IE: 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. '
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REV-5IB (3-79)
COMMONWEAL TH OF PENNSYL VANIA
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
.f '0 ""rr.u. III
11 _ ~ ~"
.......,...'l... ""1 llJi
,.... r> r..
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(Executor or Administrator)
In Re: Estate of
I'alll ~. Whl>rley
r.unb..!' 1 .,,\<I
County-FileNo. 'I1N"fl-'l!!,:/
Dear
You are hereby notified that the
appraisement in the estate of
has been filed in the office of the Register of Wills of
County on 7 "".e"h"" ,19~. Said appraisement reflects the following valuations:
OT'h:!.nlll
:' ",..lClY
... ,.~
..1
Real Estate
Personal Property
Transfers
Jointly Owned
Total
'''(.I'-,f.!
.~
'-r
~'~ ~ r. r, r
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
, ~lf)"..q.h~rll' "1 i'
Signed )A.", II d 1 (./ j JI,(J) (
Title
r.U,-'-:.a ;,"',t:l.
NOTE: This is not a bill.
REV.457 (8-78)
OEP.ARTh/lENT OF REVENUE
BUAEAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT II\IHERITANCE TAX
APPRAISEME~JT
DATE --7 Nn~TPmr..a.,... 1 Q2.S-.
COUNTY Cumberland
FlUe coo. .21.::1..a::..QJ..:i2._.~....,_
Whereas, Paul S. Whorley late of Shippensburg
in the County of Cumberland CommonweAlth of PC'nnsyl'l:}r:ia: havinq cHerI r)n
the 13th day of Februarv 19~, seized and possessed of en est",e
subject to Inheritance Tax under the laws of the Commonwealth of Penmylvania;
Therefore, I, SandT"a Stone , an aPP1\1.l:,(;r duly aqJoin-ced aC(>:)J.EW; to l:cN,
having been designated to make a fair and ccnscionable appraiselnent of the said estate, and tn '_l':.s~~':s ,jrd Ji;"': f(H.' ca';:."
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
I n the event that any future interest in this estate is transferred irt possession or elljoymtlnt to collateral l1elrs of th,~ d8C8dcllt .:;[kl Ltwex;::lil",ltio!:
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritancp t,lxes <1t -[:1('> lawiul coll'lleral
rate on any such future interest.
DESCRIPTION OF ASSET I UN! r .-:\"-. 14~PI-,lj5rinenl
VP.LUCS I ~'L(je ft::r ;nheritance
Tax Purposes
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Have been duly sworn according to law, I do hereby certify that the above appraisement is made in confQfmity
with the law on this 7th day of N07:(~~1 '; <1; .// (,>, , ." 19 ~.
,
Appraiser
Hhg.
(Number In,,:! S:reet)
(Post Office)
, Penna.
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