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) ,
.
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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\
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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
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~ ,:./1 ~ ~ /:(--'---/~ \i. .l:i? -:1 ;l":'-~
Title__Chief Appraiser _
L______
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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.
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