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
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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
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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.
----
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