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HomeMy WebLinkAbout05-08-78 Form No. RCC-62 (6-70) RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16 1961., EI=FECTWE JANUARY 1, 1962 (f\4.LE 1ft e' 'Pb.ISaT[ '.'oml SSP: SF \\ILL AHAcIIEEl) , . '*, OFFICE OF'THE REGISTER OF WILLS ,"'ri1'Y' l County of CUMBERLAND 81!}'Y{ " DORIS I. LEVINE (Name) of 1557 Locust St., New Cumberland, Pa. (Address) being duly sworn she accor.ding to law, deposes and says tha~ is the Leqatee (Exec Adm., Legatee, Etc) of the estate of IRENE M. UMBRELLO whoselastresidencewas1557 Locust Street, (No) (Street) New Cumberland, Pa. (City, Borough or Township) consisted of: deceased, and that the whole of the estate of said decedent. who died 12-28-77 (Date) 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 Real Estate Estimated Value NONE Personal Property ~61-345418-55-0460 '10(", h'~ National Central Bank 5178 2'4') __._n, Sitkin Smellina & Refindina, Inc. (62 sharF'S (Y>mmon l v 77,o;n 0/ v ?R no; Blue Cross refund ;;U ~') 51,--.. .;z33 . -" TOTAL ($483.79-) =-+. IO-J>J>'7 SI!. r/ 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 01' 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, . E~timated Jointly Held Property Value - See attached sheet marked Exhibit "All '" 1 ~:~,~...~~;{ . - - . ._- Transfers within TWO YEARS Prior to Death NONE ----.- -- -- 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:- .---- - ._'~ --.. ..- - - --. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAF-'E DEPOSIT BOX RENTED RELATIONSHIP Of' J IN WHICH DECEDENT RENTED A SAfE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECE -- ~- NONE . .- ~~ - .- -.-- _.._------ _.--~ OINT DENT BENEFICIARIES RELA TIONSHIP 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 - n~~; ~ T TC"'; -~ n,,"ahtpr Yes 100% 1 <;~7 . C::+-~eet New Cumberland, Pa. 17070 RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED . -NOTE: List first five items in the spaces so provided observe notations thereon and instructions . DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN IKEGISTER ONL' w. Orville K:imrtel Funeral Harre Funeral expenses paid $ 2.287 60 $ lX>ris 1. Levine Family exemption (will not be allowed unless decedent died residing with a spouse or children.) ~ nnn nn Administration Expenses. 4<; nn David A. Johnston, Jr. Counsel fees. 1.250 00 Fiduciary commission. OTHER DEBTS AND CLAIMS (*) See Note below Philadelphia National Bank Cred.i t Card 21 81 Bell of Pennsylvania Phone bill 13 58 Mastercharge M=rchandise 32 94 Porreroy 's M8rchandise 158 03 I I Total $5 808 96 E"<fOk 1"6 Note: The estate agn?'es to advise the Register of Wills if the amount actually or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this. . paid in settlement of any fee, commission or debt is greater Jl /1-- i ~. '" i ----. . . ~Ad~i~~~~" . c1~- day of . . . ApJ;"iJ., . . -~~F1~~ IY!Y COImu.SSl.On ell.~'ff:,s: Oct. 2, 1978 .I97a. . J.,~?7:w.c;tffi.t 13~t. . . ... . . . (Street Numt.er) . New.~.lapd,. !'<;t. . . . 17070 (City or Town and State) Havin~ been duly swam according to law, I do hneby certify that the above appraisement is made in conformity with law on this . . . day oC . '" 19. In the event that any future interest in this estate is transfel"J'ed in possessIOn ai' enjoyment to collateral heirs of the decedent after the expiration of any estate fOI' life 01" {or 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 inten'st. . . . . . . . . . Apprlli."r REPORT OF T!j..I' REG~ST&F WILLS It the undersigned duly elected Register of Wills in and for. . -~ .. . . . . . . . . . . . . . .. County, Pennsylvania, do resp~ctfulIy report that I have allowed debts and deductions in the amounts claimed by deponen , xcept as to those items where a greater or lesser amount IS set forth in the last colu~n to the right in said schedule above, which greater or lesse~ a~ount represen~e s,m allowed as a deduction. ~ated: ..0M~,g_lq(~................ ~;I,,_aE.~~~~~.. o \::.:f\""I.1\ Register of Wills \J -IJ"" r\ ("l ("l t"' >=E ~ 0 0 '" 0 ~ c:: 1; ;;:: "'~, 3 ::l > 8= z .. 0 S' 0 g '< ...., :1 >-3 :l:l ~, . 0 >-3 '" n t<J :E ...., t<J .. n '1 .. '1:l '" :l:l ~ ~ 0 '" :~ :z ;:;: ::;:: 0' 0: :l:l :T :~ 0 ::l " >-3 .' ..., 8 0 :~ :; t<J ----- > ...., rJ> >-3 Z '1:l ." >-3 Z '1--' 0 ;:J:: ; p '" > .., t::l ::l :~ :~ t<J ::l >-3 ... ... > '" :0. ." t<J = > = '< 'I--' '" '" '1:l <" :!!J 0 '1:l '1:l '" . ..., '1:l :l:l ::l .0. :l:l > ;. t::l: > - - rJ> ~. rJ> >< > "'. t<J '" t"' ~: ;;:: '" ~: t<J '1 Z >-3 . , , " First Federal Savings and Loan Assoc. Account #16743 ,/. First Federal Savings and Loan Assoc. Account #6-865 ~ First Federal Savings and Loan Assoc. Account #16-16963 v" First Federal Savings and Loan Assoc.. Account #16-2529~ Teamsters & Chauffeurs Federal Credit Union Account #23-1332313 JOINTLY HELD PROPERTY joint Doris joint Doris joint Doris joint Doris I ((,~,f,..{) accoun~ with) i-t!J...'b::!-:_.. 1. Lenne (yo.;(; 6 OJ If ;.. ) J1 D'''; 31.- , "')' , . accoun~ w~ th t.p, 7 'l.. o' I. Lev~ne ~. L........ L1 "/1,10.(;-, ~} ... ! . I~) o(Ju.,?O accoun~ w~ th .5'7 (,.'1- I. Lev~ne , .' . I ~ 100 fi."'.... . J IS ()t~" account with ') '('!.. H I. Levine,.>m.. .';.... .. Ib l'i "".6 /I TOTAL Exhibit "A" '("c/. 7 J _~7'03.33~J) __.__.~_.~w_.,. __..'~ )0 7 ~.{,V /000.00f;;)I ~()?y.J J ,.. f;.;J \'5,.0..0 0.00.. IL . ~ - (~ '~-" '?)J4~.~A '7 .-(, 500. ?fh.lJ 883.5-' $IS,51l6:1iS"- i() ~ '3 Co I 91., * RCC-8! (6-73) COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Doris I. Levine 1557 Locust Street NAw....nmr.orl:::1ud. PA 17979 (Executor or Administrator) In Re: Estate of Irene M. Umbrello Cumberland County _ Fi Ie No. 21-78-0233 Dear Mrs. Levine: You are hereby notified that the Origin"'l appraisement in the estate of Irene M. Umhrella has been filed in the office of the Register of Wills of r.nmhprhnil County an July 27 , 192!L, Said appraisement reflects the fallowing valuations: Real Estate Personal Property Transfers Jointly Owned Total None 511.84 None ~336. 86 $15,848.70 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 abiect 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. 31.3: Date Julv 27. 1978 Si gned )' '~i ' . ~ ,:./1 ~ ~ /:(--'---/~ \i. .l:i? -:1 ;l":'-~ Title__Chief Appraiser _ L______ -~- Nate: This is not a bi II. RCC-2 (2-64) -OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE July 27, 1978 COUNTY Cumberland FILE NO. ?1 7R_n?11 Whereas, Irene M. Umbrello late of Borouqh of New Cumberland in the County of Cnmb"rl,mil Commonwealth of Pennsylvania, having died on the 28th day of December 19-.lL, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Ira K. Gleim , 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 de-cedent after the expiration of any estate for lite 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. Delorlptlon of Allet Unit Valuel ApPfaisement Made fOf Inheritance Tax Purpolel Real Property $ Personal Propert Joint-Held Pro ert None Transfers TOTAL ASSETS $15,848 70 Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 27th day of &-/I,,^ k 'T~j2{>'h' ,_ 19..18.-. . Apprailt'r (N\Jmber and Street) HarriSburq (Post ot!lee) . Penna. ~I 0- ~ II ... ~ >'-, II ::::;l z :z: OJ - I ffi .-. r.:l c N >- U 00 .-. r.:l ~ .... .-. ~ ~ 81 ... ~ ~ <Ii .... " " '" ~ " <:::> ." '" l: ..; ..., ..:l " " " :<: " .::1 '" " I'fi ,I ~ i - u .. E- l: '" '<;j i:' ..., c i <Ii C " :z: .. .. '" Ii) 11 Ii c Q ::0.. It, ... 't 't <>. .., ... " sg <>. " '" " p " 0 'i ~ ~ ~ \I\( .... I OJ - l u 0: -i " .; E- ... z '" "" '" ." '" <Ii ltJ :>: " 'I;; ~ '" <:> I ~ ..., c 0) M " is .::0.. ... r.l " Ul ."5 .c ." Q" ~ .... c.. ." " ~ ~ ~ - '" " t! t) ... " " " ~ ." " " ~ OJ ~ ~ " ;; ~ 0 " " 0:: Q " .~ <>. 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