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RESIDENT DECEDE",t'
AUG 28 I
RCC.33 (4-73)
,
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
..
COUNTY OF
Cumberland
IMPORTANT,
:This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
.County where decedent resided; Return is due within nine months after date of death, unJess an extension is granted
.by the Secretary of Re'itenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN TIm MATTER OF THE ESTATE OF
I
KATHAjUNE S. ALEXANDER
(STf'TE FULL NAME OF DECEDENT)
,..J
AFFIDA VlT OF
EXECUTOR
ADMINISTRATOR
L(lte of
r.llm'hprl ;:mn
State of Pemisvlvani'a
} os,
County of Cumberland
Administrator
I,
,; :1
'.no E, D~'';'QaOn; 'J'~'l"t Qf,I;:!:"Q):', cC~ll, B",a" . Nv\.."
of the estate of the above-nomed decedent being'duly sworn, depose 1 anti say
Executor
Mav 23
(MONTH)
Nome and address of attorney or }
other authorized re~resentotive to whom
011 correspondence should be moiled.
, 19-.lLJ ~estate leaving 0 lost will, copy of which is hereto attaChed.,}
(YEAR) ~~5'E
Decedent died
(DAY)
C'h..rl,,~.!r, ~t""il
i
110 R:r.fr1~p ~t-:r.PPt-~ Np~,. r.ll!Qhp;l{l,:="nrlt~~tn~.~.tl.?~a~'f3, 17070.
That as! such deponent is familiar with the affairs of said estate and the property constituting
r (EXECUTOR-ADMINISTRATOR)
the assets thereof and their fair market value.
That at ithe time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
,
as agent or dep:uty of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of th~ following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH D.ECEDENT RENTED A S.4.FE DEPOSIT BOX
THIS SA FE DEPOSI T BO X REN T ED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Nom:
That the contents of said safe deposit box or boxes are itemized under Schedules
with the ex,ception.of the following, for the reasons hereinafter set forth:
of this return,
That'Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Com.monwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage e.ncumbrances upon each parcel of real prop.erty at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date bf death of decedent.
That~ Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover; situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
.death, whether in decedent's immediate possession, standin~ to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day priM t.?dctsedent'~' ...
death in the case of savings banks, and to the date of decedent's death in all other cases; all bond-s, po:~;ftaLv;,,-
savings, t;easury certificates or notes and 'other evidence of indebtedness of the United St~tes to:-;fli'~t..at~} ,.-';-
. '" "-" Q' ..,-
I cedent; all obligations, whether by statute or agreement they are designated as tax free, of the Unjted States, :';;'_
or any state, or political subdivision thereof, or of "any foreign country, which are owned at the til1J~ of d.e~th; -cr ~
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses,~'arriages,;,:-I ~
. ~ ' .......1 -+~. r:._", .'"
automoblles, boats, and any and all other personal chattels of whatsoever. kind or nature, left4?y,decedent, ...:...""""
together with the fairly: estimated market value thereof; all bonds and mortgages held by decedent -a-rld-of all
claims due. and oWing decedent at the time of death, and all promissory notes or other..instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair,market value be
less than ~he face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to. the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the procee~s of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and ~ther investment s'ecurities owned by the decedent at the time of death, with the.market value there-
of at such ~ime.
oF
In the case or securities or close or family corporations, the values reported are as rar as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of' the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tne agreement)
together with a statement setting rorth the character or the business, its location, and such other racts
pertaining to the business as may be pertinent to a fair and just appraisal or the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereor sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent' 5 death; or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony
of the deed, trust agreement or other instrument creating the trust. TherH is also set forth in said
schedule a list of all property, real and personal, with its value, which paEses at decedent's death by
virtue of' the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, ei ther individually or jointly, by the will, deed, or other instrwnen t of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof' sets forth the names and addresses of all
persons beneficially interested tn this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That S~hedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc/1edule F attached hereto and made a part hereof' sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing anrl tmpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); tog~ther with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That
have
the totals of the appropriate columns 1n Schedules "A", "B", "e",
been carried forward and properly registered in the Summary.
"E",
and "F" as directed therein,
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eeNB. BANK, N,A'1 Exec;;.utsl': p~ E<;ti';te
of Kathari~e S. Alexander
......thLi..(!_..~...._._.....__.
(E",ecutor-AdminWtrator) Trust Officer
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.Camp.E.ill.,...J;>e.1lllI?:y.J."<\niJ'l..J.7.0;i.J....................
(City CYr Town and State)
Subscribed and sworn to before me this ...........................
. .. ..."'-:::.~~~!:.~c: ',day of. t?ua ,,-5'"C .m 19.7-2"
~.:f~ 9_H~~.............._....
--;;, ~~ ...~ ~ PHYlUS J. RO"'s "
,... -r ,..... "'- r"'_ .) , .'1otary P b,.
oJ, ~. ,'" ~ \ ~ "" "'-'Gmp Hill C b U ,.
~ ...... '\..- M ' lIm r.;~f€lnd Co p
.... ~ "" 'f Commission Expires July"5 oi!l.
NOTE: Before signing affidavit make su?er9~1 blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or f'amily corporations or an interest 1n any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
"
R.Ct:-34 (4-73) "
COMMONWEALTH OF PENNSYL'VANIA'
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERitANCE TAX
RESIDENT DECEDE,NT
'SCHEDULE "A"
REAL PROPERTY
*'
Real prapert~ in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant ;in common with another or other, shQuld be identified
as to quantum of interest and the estimated value should be that of the decedent's interest Qnly. (Property
held as joint:tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
,
The real property loc~ted In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
(I general description of the pr(lperty, with a reference to the record of the
conveyonce by which the decedent took Htl~; If IS form s'o'e number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of deceden'. Taxes, assessments, accrued Interest an mortgages, etc.fare
to be listed on Schedule "F" and must not"be d_educted from this schedule.
(1)
ASSESSED VALUE
FQR YEAR QF
DECEDENT'S
DEATH
NoNE
-0-
,
Insert this total opposite "real property", Schedule "AU in the X X X X X
"As Reported" col,umn on the last page of this return.
(2)
(31
DEPARTMENT
VAlUATION
CAUTION
(Do not write
In this space)
ES TIMA TE D
MARKET VALUE
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RCC -35
*'
COMhIONWEALTH OF PENNSYLVANIA
TRANSFER'INHERITANCE TAX
RESIDENT:DECEDENT
SCHEDULE "E"
PERSONAL PROPERTY
INSTRUCTIO~S: This Schedule must disclose all tangible andlntanglble personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent Jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust' accounts, must be listed, despite the fact that they are not of the administered estate.
~angible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and:furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
,
stocks, mo~tgages, notes, together with accrued inte~est or dividends, salaries or wages, insurance pay-
able to the estate or rirluciary in said capacity, partnership interests, interest in any undistributed
estate of ~r income from any property held in trust under the will or agreement o~ another, even though
Jocated outside of the State, at the time of death, should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
NO. Lis t and describe fully VALUE MARKEr VALUE (Do not write in
this space)
1. Cash; $ 3,578.02 ',-"71 .(J~
2. 84 Shs. Cascade Natural Gas Corp. (Common) 693.00 b9J.dd
,-
3. 375 Shs. Cascade Natural Gas Corp. (5.5% Pfd.) 2,343.75 ).. :J I./- J. 7 J
4. 20 S~s. Duquesne Light Co. (4% Pfd.) 420.00 Lj. ?-IJJ. d (J
5. 300 Shs. Wellington Fund, Inc. 2,781.00 J.. 7 i"/. d' ~ /
6. 546.4.76 Shs. Windsor Fund, Inc. 5,880.08 ')ffd . ~r
7. Bethany Village - Refund 243.00 J. ~ J. 4 r
8. Commonwealth of Pennsylvania I~' dO
Income Tax Refund 120.00
~
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
$16,058.85
,
RC.C - 36
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COMMONWEALTH OF PENNSYINANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TR/u'lSFETlS
RESIDENT DECEDENT
(1), Did dece,dent, within two years of de 11th, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) Ne
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) . No
(3) If the answer to (1) or (2) above is in the affirmative state:
(n) Age of decedent at time of transfer
(b) State of decedent I s heal th at time of making the transfer. (Note 1).
ee) Cause of' decedentl 5 death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)~~
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no)
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any trans:f'er without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) l\lr.
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, the consideration for which was transfereet s promise to
pay income to or for the benefit of care of transferor? (Answer :yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which cOllld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) N?
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of' the death certificate.
" ~OTE 2: If a"nswer to any of the above questions is yes, set forth below a description of the property
transferred," it's f'air market value at date of death, dates of transfers and to whom transferred, with
relationship of transf'erees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, D, or E.
ITEM
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
DESCRIPT ION
NONE
~ 0 -
Insert this total opposite "TranSfers", Schedule "C" in the
"As Reported" column on the last page of this return.
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LAST WILL AND TESTAMENT
OF
KATHARINE S. ALEXANDER
I, KATHARINE S. ALEXANDER, of the Borough of Mechan-
icsburg, County of.Cumberland; and State of Pennsylvania,
being of sound mind, memory and understanding, do make,
publish and declare this to be my Last Will and Testament,
hereby revoking and making void all previous Wills or
testamentary dispositions heretofore made.
1.
I give, devise and bequeath all of my estate,
real and personal, and wherever situated to my daughter,
MILNOR ALEXANDER, if she survives me. If my said daughter
fails to survive me, I give, devise and bequeath all of my
said estate to my grandson, MICHAEL ALEXANDER.
II.
In spite of the great love and affection which I
bear for my sons, MURRAY ALEXANDER and KENT ALEXANDER, I
do not find it necessary to leave them anything in this
Will as they are already well provided for.
III.
In addition to pOwers given it by law, my Executor
Page 1 of 2 pages
. .
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, 'RCC-37 (12-63)
niMMON\\'EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED !"'
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
uve an interest, vested, contingent or other are involved, set STATE YES IN ESTATE ,
wise, in estate) forth this fact.) OR NO BIRTH '..
..
Milnor Alexander n_.._"._~ Voo' T.e~al 100%
Apartment 1/8 " ,
, ?,n r1 .
-
San Francis"co Californig 9A1l4
,
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Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
... ...,
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... ~ 0
~S~
~ 0::
Real Property
Personal Property
Transfers
SUMMARY
(&h~")
.. HHHHHHHHHHHHHH.HHH.(Sch. "B")
.......HH..............( &h. "C")
. ....(Sch.,~'E!"t
.Jointly .000000ed..p;r::opeJ:'.ty..
Gross Taxable Estate.
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(1 )
(As Reported)
$. ...'H'..~'O~
$16.058...85.
$.HHH.H .."Q", . .
$.,604,66
$..
$.1.6; 663. 51
..,
(2)
(A, Ddermined)
$
$
$
$. .
$
$
-...,-
RCf-38
;.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated lmcter Schedule
"A", plus the date and place of record of instrument effecting vest! ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", lllus date of acquisition, and the name, address and relationship (if' any) of' co-owners to
the decedent.
50% 19.51 vV' 19,1
.
./ 31' (J I
50% 39.01 V'v
J f". () II
50% 156.04 "'V J9~.la
50% 390 ;10 "
604.66
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
q8 $<:>> '^'^
:. y~X5~~x>%~)<
unit
Value
percentage
Share
Estate
Valuation
)<
0< )<
xx:
:x
X>
U. S. Savings Bonds
Series E, dated 9-1-62
1 @ $ 25 . 00 -
$39.01 v---
78.02 .........-
312.08 V
780.20 .,/"
1 @ $50.00 -
1 @ $200.00
1 @ $500.00
Co-Owner: Mi1nor Alexander, daughter
Apartment 1/8
1230 Clayton Street
San Francisco, California 94114
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
\..
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DEPARTliliNT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
6 ~7'. ~~
"
,
RCC-.!I9 (5-"68)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
,~\
SUMMARY
Estate of ALEXANDER, KATHARINE S"
(Last Name) (First Name) Ooitial)
DATE OF DEATH 'i_?,_7A
FILE NO, ?1_7A ?7A
REPORT OF INHERITANCE TAX APPRAISER
Cumberland
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, d<:> respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "AIt, "Bu, "C", and "E".
Dated:
January 4, 1979
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INHER1TANCE~X APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the under"signed 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 uP", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE FI
CLEAR VALUE OF ESTATE
VALUE AS REPORTED
$
VALUE AS APPRAISED
$ -u-
16 058 85
-0-
VALUE AS REAPPRAISED
$
16 663 51
16 663 51
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
1==
t=
t=
ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
COMPUTATION OF TAX
2%
6%
5%
10%
15%
o
$
$
$
$
$
(0) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
TOTAL TAX
$
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
t=
$
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid ,$
BALANCE DUE
Add interest at rate of 6% from
to
t=
$
$
C
L
~
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments 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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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
REV.' tB (8-78 J
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Jane E. Davidson, Trust Officer
(Executor or Administrator)
In Re: Estate of Katharine S. Alexander
Cumberland
County - File No.2l-78-0278
Dear Ms. Davidson:
You ore hereby notilied thot the original
opproisement in the estote of Katharine S. Alexander
has been liled in the office of the Register of Wills of Cumberland
County on January 4 , 19~, Said appraisement reflects the following
valuations:
Real Estate -0-
Personal Praperty $16,058.85
Transfers -0-
Jointly Owned 604.66
Total $16,663.51
As to such tax that is paid within three months from date of death, a live (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 5ection 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L..p3. . .
d D Q -+-'
~ ~ '-." jC, /~_u'-"--'
Date January 4, 1979 Sianed /\
- '--/
Title Administrative Officer I
t--
Note: This is not a bill.
RCC-2 (2.641
..~ .,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
Janiiib:y 4'; 1979
DATE
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COUNTY
Cumberland
FILE NO.
21-78-0278
Katharine S. Alexander
late of Mechanicsburg
Whereas,
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 23rd day of May 19~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fulgini ti . 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 Ufe 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.
Oucrlptlon of Allllt
Unit
VBlulII
AplHaitemllnt
Made for Inheritance
Tu Purpole5
Real Estate
$
-0-
16,058
-0-
604 66
$16,663 51
None
Personal Property
Transfers
$16,058.85
None
Joint Property
604.66
$16,663.51
Total Estate
",
,.
;~
.Y
"
"
Having been duly sworn according to law, I do hereby c~~tify that the above appra~sement is made in con-
formity with law on thiB 4th day of Jani1a,ry~. \> n:- ~' 19~.
C~ \. \.>J....,,>.\/""v---'-''---'-J
U Appraiser
(N\lmber and 8m-etJ
HarriSburg
(PMt 0ftI~)
, Penna.
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