HomeMy WebLinkAbout06-08-78
form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALl.. ESTATES WITH GROSS ASSETS' UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE HI, Iltl,
EFl"ECTIVE .JANUARY 1, 1862, (FILE IN DUPUCATE WITH COPY OF WILL ATTACH~ED) I
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NO lEITERS- .
OFFICE OF' THE REGISTER OF WILLS
*
.;:::;,
County of . . ~~~r.l~~ . . . . . . . . . . . . . .
. ~~E! . 'f}.~ . 0~,:e.r: . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. of 1?91'. ;L5.8.A,. .!j:QnY1'l99.q~ .l1q.J;'y;LW19-. .~QQ36. . . . . . . . .
(N.!U'M) (AddreN)
b~ing duly.___~~'?~___________m__h.______according ro law, deposes and sa)'s that he is the__l~ggt~~__.cD~xt..QLkinl.m___________
. , '. ~: :. (Ex~c., Adm.; Lega~, Etc.)
of theestat; of..!:1:!-'~~<!-__~_:h~~__'_____h__'____________ whose last residence was;['_Q5.__);.;\.D9!'i!}__P.r..,-,__WJl!~r__A:U~D_____m.
, (No.) - (S[ree~) .
h~-:---(~~__!P:~~2_h____"':__hhdeceased, and that the whole of the estate. of said decedent, who died __Q2~...__n...__ASi71m
(City, Borough or Township) . . - -. .. - . (Dice) .-
consisted of:
JUN
81978
--'-~'>
REAL PROPERTY"
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES .UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE P!lOPERTY HELDA:S:,'JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate
Estimated
Value
~~~~
Personal Property
1973 Chevrolet Sedan
Bequest from Estate 'of Geor e M. Arnold (Probate No. PI 81
Count
Colorado)
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S'3
( 0 -I~
TClI'AL
1,689.82
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 eigned by a responsible officer of the financial
institution or 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 i.!}/\
which the account is registered. /";;1
Jointly Held Property
Estimated
'v"alue _
J. Wilson
value with interest at date of death was ($779.22
,~
1/2 thereof
~'!.il 'B'f.--
~")
U.S. Savings Bonds held jointly in the names of Mildred L.
_Savings Account at Corrnmnwealth National Bank in joint names of Mildred L.
,...---
Marks and Lynne Lauver, Account No. 16-005331-6, having a balance on Oct. 11
1977 of $5,464.04 - 1/2 thereof
~;t.,
t;..OI,'11,-
Ie
of Mildred L. MarkS:
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and Lynne j.auver,
V
of $110.11 - 1/2 thereof
(All of the above investrrents
August 14, 1972)
Corrnmnwealth National Bank in joint names
.............
AccoUnt No. 162-106336-9, having a balance on Oct. 11, 1977
Checking account at
or accounts h9.ve been held in joint names since
V 55.06
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~%-:-69-
3,123.C\D
Transfel's within TWO YEARS PriOlo to Death
None
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:-
I HELATfONSHtP OF JOIN'T
~HOLDERS TO DECEDENT
J
NAME AND ADDRESS OF BANK OR OTHER INSTITUTlOli
IN WHICH DECF.DENT RENTED A SAfE DEPOSIT BOX
THIS SA.FE DEPOSn OOX RENTED
IN NAME OR NAMF.:S OF
None
BENEFICIARIES
RELATIONSHIP Sl:RVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If 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 f.ct.) DECEDENT
Constance J. Wilson, 105 Linden Dr.
Camp Hill, Pa. 17011 Daughter Yes Of age $1,689.82
I (Family Exemption)
Lynne A. Lauver, Route 1, Box 158A,
HOllywood, Maryland 20636 Daughter Yes Of age $2,787.08
(Surviving Joint
Con .1 1.a 1 <<nn 1 nt:; T.i nrbn J)y, Tenant)
Camp Hill, Pa. 17000 Daughter Yes Of ag:e :I; ,8q.61
(Surviving Joint
Tenant)
~ -
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RE1'JDE.\':, DECEDENT
NOTE:
DEBTS AND DEDUCTIONS CLAIMED
List Dl"st five items in the space:; so provided, observe notations thereon, and instructions.
DEBT OR CLAIM NATURE OF SAME
AMOUNT
Funeral eX'Penses paid
$2,166
68
dw.ell
Kea=d
Family exemption (will not be allowed unless
decedent died residin~ with a spouse or children.)
2 000
Administration Expenses ..
Counsel fees '"'
Fiduciary
commission ..
OTHER DEBTS AND CLA
(') See Note below
Erie Insurance Company.
Automobile Insurance Debt
69
00
Union Mutual Life InS. CO.
262.
03
Total
4,662
71
Note: The estat~ agl'ees to advisp. th(, R('g;istl~1' of Wills if the amount actually paid in settlement of tmy fce, commission or debt is greater
01' less than die estimated amount claimed and ~Jlo\\'ed.
ISBURG,
M)' CommJ3sicn txplreniicicn 2if.'lSBD
Haviz7g b;en duly sworn' acr:ol'dinlot to law, I do hel'(~by
'-- ../''''~-I''"~. -
. . . . . . . . _.' ": . . . .--. . . . . :. . . ~,"'-':" .. . . . . . . day of . . . . . . .
., ~ . . r'\.V__~
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~xecutO'7"'Administrator )
Lynhe A. Lauver Next of Kin
.~9!-\1;~,J",.l?9:x: ,:)'5.$!\., ,1:l9.J.:).y:I'/Q9Q" )I1Q.""".
(Street Number)
Subscribed and sworn to before me this. . . . .. . . . . . . . . . . . . .
fl
. . . . . . . . . . . . . .. ...... day of
",./h2~~.
~'.. :\- .. .":,;.~
- ";)
................................
.(City or Town and State)
certify that the above apPI'aisement is made
..' .. . .. .. ... . .. . . ..' .., 19... ..
in conformity with law on this
. . . . . . . . . . . . . . . . . .
Appnliaer
In the event. that any future intel'est in this estate is transferl'ed in possession 01' enjoyment to collateral heirs of the decedent after the
expil'ation of any estate for life Ot. for years,the Commonwealth h€l'eby expressly l'eserves the right to appraise and assess transfer'inheri-
t.ance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Regisu~t' of Wills in and for. . _ . . . . . . . . . . . .. County, Pennsylvania, do respectfully
report that r have allowed debts -and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount
is set forth ill the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction.
Dated: .........,......,..,........"....,.....,...,
.....................................................
Register of Wills
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPL Y PLEASE
REFER TO
RCC-81 (6-73)
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
LynneA. Lauver
Box 15B A
Hollywood, Maryland 20636
(Executor or Administrator)
In Re: Estate of
Mildred L. Marks
Cumberland
County - Fi Ie No.
21-78-0283
Deor Mrs. Lauver:
You ore hereby notified thot the No Letters
oppraisement in the estate of Mildred L. Marks
has been filed in the office of the Register of Wi lis of Cumberland
County on July 31 , 19 78, Soid appraisement reflects the following
valuotions:
Reol Estate
Personal Property
Transfers
Jaintly Owned
Totol
None
1 ,689 .82
None
3,183.90
$4,873.72
As to such tax that is paid within three months from date of deoth,a five (5%)
percent discount is allowable. As to any tax that remoins unpaid ofter nine (9) months
(fifteen months when deoth occurred from December 22,1965 to June 16,1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from dote of death,
interest ot 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 doys ofter receipt of said notice os provided by Section 1001 of the Inheritance ond
Estote Tox Act of 1961, 72 P. S. 2485-1001, P. L. 373.
~a_
Dote
July 31, 1978
!<. )jvf~
Signed
Title Chief Appraiser
,
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.
Note: This is not 0 bi II.
.
...
R C C-2 (2-64)
COMMONWEALTH OF PENNSYLVANIA DATE July 31, 1978
~ ~
~ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Cumberland
BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 21-78-0283
Whereas, Mildred L. Marks late of Lower Allen Township
in the County of Cumberland Commonwealth of Pennsylvania. having died on
the 11th day of October 19.22.... 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 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 Appraisement
Delcrlptlon of Anal Value. Made for Inheritance
Tax PurpOle1
Real Prooertv $ None
Personal Property 1,689 82
Joint-Held Property 3,183 90
Transfers None
TOTAL ASSETS $4,873 72
.
.
Having been duly SWOl"l1 according to law. I do hereby certify that the above appraisement is made in con-
formity with law on this 31st day of ~ JUIYL&' 19...llL-.
(' ,-.?-)(. .~
Apprai8l'f
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RCC-43(S-7bl
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.J.:' ~_ "r: .vt'-iJ
"1'[" ..u-
r:OUN,,:,"~I:r~ Of
7 r J..OLLECTlONS
OCT Z6 10 21 AM '77
NOTE: ITO BE SUBMITTED IN TRIPLICATE
,
REPORTING FINANCIAL INSTITUTION
ADDRESS
Commonwealth 'National Rank
10 South Market Square
Harrisburg. PA.
ZIP CODE 171 OR
.
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.. - Pursuant 'ta' Sec;i~n 742; Pennsyr;onia l~herltO;;-ee~and EsiateTax 'Act of 1961, ...-
herewith submit the lallowing report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT 1116-0005331-6
NAMES ON ACCOUNT OR
INVESTMENT Mildred L. Marks & Lvnne Laurier
DATE 9F DEATH
"
10-11-77
DECEASED JOINT DEPOSITOR. TRUSTEE
OR INV ESTOR }tildr"d 1.. .I'\P,h:
.
ADDRESS 105 Linden Dr.
Camp Hill,PA.
COUNTY
ZIP CODE
rl1m'h.o""~nA
17011
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
;
Lynne Laurier
ADDRESS
-....-."..-----
RELATlOHSHIP TO DECEDENT Dauo:hter
DATE INVESTMENT WAS ESTABLISHED
WITH THE SURVIVING DEPOSITOR.
BENEFICIARY OR INVESTOR 8-14-72
BALANCE. INCLUDING INTEREST
PAYABLE, AT DATE OF DEATH S 5.464.04
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