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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 }~ "" .~~ 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) J I j 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: i I I 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 I I I J I I ! I I I i I i i I I l_ ~%-:-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) ~ - I- .- I 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 $2,166 68 dw.ell Kea=d Family exemption (will not be allowed unless decedent died residin~ with a spouse or children.) 2 000 Administration Expenses .. Counsel fees '"' Fiduciary commission .. OTHER DEBTS AND CLA (') See Note below Erie Insurance Company. Automobile Insurance Debt 69 00 Union Mutual Life InS. CO. 262. 03 Total 4,662 71 Note: The estat~ agl'ees to advisp. th(, R('g;istl~1' of Wills if the amount actually paid in settlement of tmy fce, commission or debt is greater 01' less than die estimated amount claimed and ~Jlo\\'ed. ISBURG, M)' CommJ3sicn txplreniicicn 2if.'lSBD Haviz7g b;en duly sworn' acr:ol'dinlot to law, I do hel'(~by '-- ../''''~-I''"~. - . . . . . . . . _.' ": . . . .--. . . . . :. . . ~,"'-':" .. . . . . . . day of . . . . . . . ., ~ . . r'\.V__~ .... ""'l .-- . . " ;/~.:",:".r1,~~,..".",.... ~xecutO'7"'Administrator ) Lynhe A. Lauver Next of Kin .~9!-\1;~,J",.l?9:x: ,:)'5.$!\., ,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 ... .. ;I>~ ~ ~ "'~' , C"l t'" 'it. a~ " C"l ~ ~ ~. ? \ g ::s ~ ~. " ~>uoo 3: 0 'A- " . I" ~ .... ~ ... !?; >->o~\-' 0 :b' ~ -0: ~ ::s ~. ~' "0 ~ "" g " ."., :~ 0 9 'I} '8 ~, ~ ~ '(1) "l 0 - :>-> \i -z' ~><,;~ ~ G' b :15 t"l ,..; O'l\-,o'fA 9.. Wr ~ 0 ~ ~ ? ~ rJ~Ul .1--' ~ .. >uO\O~ ~ ~ .(1) ; ; I" -"'\I, t'1 '" ~ .;:\ :(:" t"l ?;, l'l I::l ::s -\-3 - . l'l . (1) (Jl ~ ~ >->t -0 ~\~ 0 ; ~ ;I> ,< '. f3 "l - "">-> ''0 '" '(Jl ~ I--' ~(1) ; .. ':~ 0 ::s ~ ...: (J) (1) ~. ~ ;I> .. .'0 %. '" .... ",' ~ ~ r./l ~: (Jl ~ ~', Z ,..; , " "'" y . -, ,~ .' - '" -0 \ y "" .... .... 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 , . , . 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 $4,873 72 . . Having been duly SWOl"l1 according to law. I do hereby certify that the above appraisement is made in con- formity with law on this 31st day of ~ JUIYL&' 19...llL-. (' ,-.?-)(. .~ Apprai8l'f (""mb<T and. St,..,:/. b Harr s urg, (Pod 0fBl!e) , Penna. ~ ... - 1!?\ ~ '" \"i ~ r- ~ ... ti r- ,., \ " '" ~ w .... '-' c. . 1< Q .... ~ " c ~ '" '-' .... '" l '" .... .... :::5 !: ~ ~ " 0 " .... ;;; " '" '" ~ \ ~ ... " '" ';; ... 0) .; '2. '" ... " ~ .. "" .g '% ~ ... .... "'" < .; "'- "'- "'- " 0.0 " "" "- -.:: ... '0 " .... ~ -.:: -.:: 1 K 0) 0 >$, ~ c .... ;,.. i l < '0 . " :;C 0 0 "" '" ... ~ -6 S ;; a c do '-' " ~ '" ~ "" " '" c ~ -l "'" .~ .0 " ~ u ... " ~ ." " 1 ... .... '" " c '" " ... ~ \J.l Q ~ '" €Z " .. 1< C"- O) ~ g . 's, - .", ,~ '0 "- \J.l ~ ->> .. ;; "'- ~ ~ e "" .... .. c ~ .il ... -.:: ~ ;s: " " ~ 1 " ~ ~ - a Q .~ " \J.l \l{ % ;,; .. iT. '" "" ~ ~ ... '0 ';; .; ~ <: ... " t. '" it- -.:: ~ e "- " -.:: "'" ~ Q ~ '" ~ - ~~---~~ , 8~~~. 'lI'~....t1;~'~ ~ (, -,-,..." .". . .;;t;~ 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 . ;;</ -- .. - 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 ;r.J ~Un-z I i:~ AC'{'l1rpi!' Tnt-prp!=lt- _ ~R ?':\ ./c7/~L k-y.. . . a.GNAT,CJ"I. A:?c:~t/? /~d/b~~:,--, T'TL. . / :"".... --..- - - , . '.,:,.- ...... ' , C~'_,~~_._