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HomeMy WebLinkAbout10-10-78 Form No. RCC-82 (8-70) RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER '10,000, UNDER SECTION 701 OF ACT OF JUNE 18, ,"1', EFFECTIVE JANUARY 1, 1982. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) *' OFFICE OF' THE REGISTER OF WILLS '"perrv C~~ AUi] 'if I 1q7~ County of being duly sworn of BOx 398, younq' s Church Rd., Shermans IAddr..')Dale, pa 17090 according to law, deposes and says that he is the Executr ix {Exec., Adm., Legatee, Etc.} Mary Frances Swartz (Name) olthe estate of Edwin L. Neidiqh whose last residence was (No.) (Street) Newville Borouqh (City, Borough or Township) consisted of: deceased. and that the whole of the estate of said decedent. who died 4-17-78 {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. Estimated Real Estate Value Frame dwelling situate in Newville Borough, cumberland county, ...,..~~,~ at 24 cornoration Street. sold to Frederick J. Hurlev. et ux at nublic sale on Mav 20, 1978 ./0 1$5,450.00 TOTAL REAL ESTATE $5,450.00 Personal Property ;" ,,- 50.23 Farmer's National Bank of Newville - checking account $ personal property of decedent sold at public sale on 5/20/78 " ,/ 831. 55 .'.' TOTAL PERSONAL PROPERTY $881. 78 -; \ -l. 0 - Ol.-if q., l.J 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 th~ decedent as of the date of death. Such letters must be 8igned by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's accoWlt at the date of death and the type of accoWlt, accoWlt number and the exact name or names in which the account is registered. Jointly Held Property Value None -0- , - , , , Transfers within TWO YEARS Prior to Death None -0- " ;-- '- - -- ~_._- "- Estimated 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 SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - -.-..---- None -- BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LWE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST m- (State full names of all and their addresses who have an in- illegitimate children STATE YES ANNUITANTS BENEFICIARY terest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Diane Elizabeth Swartz IIsee will" Lor i Anne Swartz "see will" Paul Swartz "see will" Marv Frances Swartz Ilsee will" 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 ttEGISTER ONLY Frank C. Egger Funeral expenses paid $ 1,397 10 $ none Family exemption (will not be allowed unlen -0- decedent died residing with a spouse or children.) Administration Expense8 . Gerald K. Morrison.Esa. Counsel fees. 316 59 Fiduciary commission. OTHER DEBTS AND CLAIMS (.) See Note below ~ Glenn L. Rebuck, Tax Collector Taxes 107 14 Borough of Newville water Account 7 64 John w. MCMillan, Jr. Letters, etc. 26 00 Evening sentinel Estate Advertising 16 65 cumberland Law Journal Estate Advertising 18 00 Fry communications Sale Advertisingq 61 20 perry county Times Sale Advertising 31 90 Harry wilson Sale Bills 22 26 valley Times Star sale Advertising 7 15 Graham Medical Clinic Account 24 00 Rick Foreman Aus:tioneer 176 00 Blank & Bivens Sale Clerks 176 00 cumberland county Recorl er- Transfer Tax 54 50 presbyterian Home, Inc. Nursing Home 3,112 85 Harris Associates Account 388 00 Masland Associates Account 50 00 Total $5,992 98 5'??~ 7' ? Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is grea ter or , less than the estimated amount claimed and allowed. tt (,{ .~~ .. .... C~.. ,-Y.!\(j.:n.eRJ .~a ," (J(E:recutor-Admul13trator) . Mar Frances Swar1:z " .B.O:K. 3.9.8,.. Y9.\.jng's.C.b\l.r~h. .RQ?l.9..... (Street Number) Subscribed and sworn to before me this . . . . . . . ...l!?t . . . . . . day of . . .Allgus t. . ~'J~ENBERY. N Centre Township, Perry 78 ....,19... . ry Public :.JIl1y, Pa. Shermans Dale, PA 17090 . . . . . . . . . . . . . . . . . . . . .. ....... (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I . . . . . . . . . . . . day oC . . . . . . . . . . . . . . . I 19. Appraiser In the event that any futur.e interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the ~xplr!ltion of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer mhentance taxes at the lawful collateral rate on any such future interest. Dalr<!: "n-&1,-'~-'?J../.t?q..................... REPORT OF THE REG~TER OF WILLS I, the undersigned duly elected Register of Wills in and for. . C",-\)'>-. . . . County, Pennsylvania, do respectfully report that I have J 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 scbedule above, which greater or lesser amount represents the sum allowed as a deduction. I 1'"1\7' Q \_/A,-;~44. .f,.. .~~-~n..~l-<.~... RqisterofWills V ... - ~- \ >l.i - . ('"J ~ t"' >:E I I .. lI: s= c ~ .t'J J :0 > S' ~ 0 :~ ~ ... .. II lI:l 0 '1-" ~ n l"J :E .... ~ :::J l"J iiI II "0 ~ "' lI:l .. ~ 0 ~ :~ :t"' 0 8. ~ " "'l 0 .1-" :z l"J - > ... '..... ~ ~ z ~ '..... 'fD 0 := !:ii p Z :0 :fD :1-" > .. l"J t:I :0 '1' ,p. ~ ~ ~ :0 :5- 'tll 'I-" l"J > .. to to > '< :0 ].Q 0 "0 "0 <' .fD ,/1 ,::T "0 "0 .. '/1 '0 "'l lI:l lI:l :0 :..... 'I' > .. iQ > .. ,OJ [ - - '::J '::T (I) >< (I) :p. :- l"J > a:: ~ t"' l"J Z ~ RCC-39 (B-F) County, Number and Name File Number 21 r.l1mh~T"l.nnr. 2.1-78-0244 4-17-78 SUMMARY Date of Death Estate Name Neidigh (LAST NAME) Edwin (FIRST NAME) L. (INITIAL) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERIT ANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property a5 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 HE". '_ '.1 Dated:January L" 1979 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 flF", which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS \cODE ADJUSTMENTS INVENTORV VALUE AS APPRAISED (HARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ 5,450 00 00+ 92+ Personal Property (Schedule Bl 881 78 10+ ,Ioint-Held Property (Schedule E) -0- 20+ Transfers (Schedule CI -0- 30+ TOTAL GROSS ASSETS $6 331 78 Lp.ss Debts and Deductions 40- 93- {SCHEDULE FI CLEAR VALUE OF ESTATE Valuation of life estates or -"'-- PRINCIPLE FACTOR VALUE ~ annuities.................... . $ t= 1= I ESTATE TAX ASSESSMENTS -$ FOR USE OF REGISTER ONLY T ox on $ -rax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% (*) As evidenced by Charitable Exemption Certificates issued by the Socretary of Revenue. . TOTAL TAX $ Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ l= $ BALANCE OF INHERITANCE TAX DUE Add interest at rote of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ $ c $ $ BALANCE DUE Add interest at rate of 6% from to $ $ TOT AL TAX BALANCE $ PAID $ Supplemental Code.: (FOR USE IN HARRISBURG ONL Y) 48-Adjustment 49+Adjustment 56-Ann u ify 6O-Life Estate 92+Remainder Appraisal 93-Remo inder Oedu ction 93C-Charity 94-Remainder Residue 96-Success i ve Li fe Estate FOR USE OF REGISTER ONLY ADJUSTMENTS HOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reOSOn* same should be noted below, with short explanation. I 11 I I , I- ~ Z " ~ "0 " :::;; ~ ..J >< . ~ . < '" ~ ;!l I - u ...: ~ < 0.: '" :<: 0- 0- I I 0. "- ..c: 0- ::: ...: 0 bJj " ...: OJ ..... 'E >= w '" ~ '0 " Q 0 ~ ;I: .. t- ," ,. Z Z '" < " - l- e z ;., ~ Ir---. I- '" "- '" . " " I- 0 c.w ...:l " a " :<: I .~ -< d " 0 :<: -< -< 0- a " 0- '-'J ..... ," ~ :> " '-'J " I- " ..0 0 .::: I- '0 " 8 .C 0:; <<l " '" < ~,::; " '" I '" :::;; tJ " .-."::::: '- " I -" 0 ~ :-""0 - ;., " ~~ ~ c: ~ ~ " E ..J 0 U 0 U REV-518 (8-78) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO * Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Mary Frances Swartz (Executor or Adm ini strotor) In Re: Estate af Edwin L. Neidigh Cumberland Caunty - Fi Ie Na. 21-78-0244 Dear Ms. Swartz: You are hereby natified that the original appraisement in the estate of Eawin L. Neidigh has been filed in the office of the Register of Wills of Cumberland County on January 4 , 19_29_, Said appraisement reflects the following valuations: Reol Estote Personal Property Transfers Jointly Owned Total $5,450.00 881.78 -0- -0- $6,331~ 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 alter nine (9) months (filteen months when death occurred from December 22,1965 to June 16,1971, inclusive; and twelve manths 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 alter 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 January L" :J-979 Signed Title i\d.lllinistrative Officer I -- 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 January 4, 1979 COUNTY Cumberland FILE NO. 21-78-0244 Whereas, Edwin L. Neidigh Cumberland late of Newville in the County of Commonwealth of Pennsylvania, having died on the 17th day of April 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 at the lawful collateral rate on any such future interest. Unit Apprli,ement Description of Allet Values Made for Inheritance Tax. Purposes Real Estate $5,450.00 $ 5,450 00 Personal Property 881. 78 881 78 Transf ers -0- -0- Joint Prone rtv -0- -0- Total Estate $6 .3~' 78 S6.331 78 Having been duly sworn according to law, I do hereby certify that the above formity with law on this 4 th day of 'Janua ry appraisement is made in con. 1912-. AppTaiser (H'umber IIId $tuet) Harrisburg (Po.t Ol'IIeel , Penna. ---- ~I "" ~ ~ ~ ~ 1:' 1-< .., 5E z " 8 ~ -j- ~ I ~ C Cl .... >- '-' '" ~ . :i! c.:: " " I I'l '" .. J;.o.. " " ~ .. 0 <i ,-. 0 ] l: l: ~ < .a .... " " ~ ) :< '" .., .::1 " ~ .... 00 ,,' E- i: .~ :: ::> - " c < - '0 " .., eJ : I'( " I ... 'it 'it "'" 1-< .... ~ " 0. ~ "'" ~ " 0 '!j' ::e '<: '<: .., .. z <; .... t; '<: I " "' "'" I .;; ~ 1 -j- '" .., "'" :t 0., Z .., . .., 'c " - < It.l ...:l " " ~ " is " ('- ; !:: .... Cl .'5 1; ~ ~ "'" I'l " .... - '" ~ '<! ~ I .... .... <; - '" <;- " " .. '" " 1; " It .---- == :;: ~ " ~ ~ Q .~ <; " '0 Cl .... O! '" "'" It.l ~ Z ~ ;;; .;: .;;; l; ... 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