Loading...
HomeMy WebLinkAbout01-19-79 ---",,..- JiilCC..33 (4i.7~) .... COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORT ANT, 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, unless an extension is granted by the Secretary of Re'ltenue. (Section 703 of. the Inheritance and Estate ~ax Act of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF EXECUTOR ADMINISTRATOR FLORENCE J. GUNDERSON (STA'TE FULL NAME OF OECEDENT] lat. 01 Cumberland County Stat. 01 Pennsvlvania County of Cumberland J 55' Genevieve Lindale. . -kdmini'sna1ot of the estate of the obove.nomed decedent being duly swo,~, depose Execut-errix Clnd .oy Decedent died Mav 24 19~{te.tote leavln~ ~ loat will, copy of which Is hereto ottaChed,,) \ YEAR) irr1'n'hnr (MONTH) Nome and address of attorney or } other outhorlud r'epre-sentotlve to whom 011 corresf)ondence should be moiled. (DAY) John K. 44 South Currie Hanover St., Carlisle, PA That as such Executrix deponent is familiar with the affairs of said estate and the property constituting (EXECU TO R-ADMINI ST RA TOR] the assets thereof and their fair market value. 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 S....FE OEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Farmers Trust Companv 1 West High St. Florence Gunderson None . Carlisle, PA non That the contents of said safe deposit box or boxes are itemized under Schedules B of this return. with the exception' of the following, for the. reasons herein~fter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedenr died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death. giving the amount still due at death, name of mortgagee, date, rate of-intefest, and book ~nd page of record thereof. It also sets forth in the columns. provide,d therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of 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..a.t.the"time of --.- , death, whether in decedent's immediate possession, standing to decedent's credit in hanks of....d'ep6~it~..savings banks, trust companies, or other institutions, whether individually, or in trust for any oth<<::r'~~J;soP ',!~.p;r"'ioi~'''''_ giving also separately the accrued interest thereon. if any, down to the last interest dayj)rior~t6 dece~dent ,~A--:. death in the case of savings banks, and to the date of decedent's death in all other caie~ all bonds, postar ~ :-. - - :: '- ..... ~: savings, treasury certificates or notes and other evidence 'of indebtedness of the Unit~d:'States to the...de~i cedent; all obligations, whether by statute or agreement they are designated as tax free. or.the United 8,tates, j or any state, or political subdivision thereof, or of any' foreign country, which are owned a1 the time of dea~th;/ all wearing apparel, jewelry, silverware~ pictures, books. works of art, household furniture, hors~s, '~arrjage's, automob'iles. boats, and any and all other personal chattels of whatsoeyer. kind or nature, left by dec-edent, together with the fairly, estimated market value thereof; all bonds and mortgages held by decedent and'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 the face value, it sets forth . briefly the reasons for such depreciation as to each item; all money,s payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts the proceeds 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 other investment securities owned by the decedent at the time of death, with the-market value there- of at such time. In the case of securities of close or family corporations, the values reported are as far as possible substanti~ted 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-partnershi:p agreement, (if oral, a statement setting forth the nature of tne agreement) together with a statement s4~ttlng f'orth the character Q,r the business, its location, and such other facts pertaining to the ousiness as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set f'orth in itemized f'orm, together with the f'air 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 hereof 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's 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 transfel'ees to the decedent, the proportionate share received by. each transferee and all other f'acts of' a perti:r::ent nature regarding said transf'ers. 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 co~y of the deed, trust agreemen:t or other instrument creating the trust. Therl~ is also set f'orth in said schedule a list of all prop.erty, real and personal, with its value, which paE:ses at decedent's death by virtue of the exe~cise by decedent, either indiVidually, l?r jointly wi th another, or any power of' appoint- ment vested in decedent, ei tber individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrl.Ullent creating such power attached to the schedule. That Schedule 0 a\~tached hereto and made part hereof' sets forth the names and addresses of all persons beneficially intereBted in this estate at the time of decedent's death, the nature of their res- pective interests, their rE~lationship, 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 showinl~ 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 nate and place of' record'of instrl.Ullents 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 Schedule 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; cos ts of' adrt1;inis tration of this estate; counsel' f'ees and fu.diciary'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 anei Impaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and ~state Tax Act); toget~er with a statement of c.ollateral 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 esti~ated amount claiming and allowed, that the same will be reported 'to' the Register of Wills, and that the amount of' tax assessed ~an be reassessed in accordance therewith. That the totals of' the appropriate columns in Schedules "A", "BW, have been carried forward and properly registered in the Sunnnary. .____ ~Jj~;; "..... - /- SUbscribed and sworn to before me this ............"............""... .J<..v ./ ./' ..~.:::.....~2~.. d~:of C1'cto.ben..L.... 19.7...8...... .........>~.......6ttzJ...:._A.,...~J!\m~gfg:~f~. , 1" ,.,her; p~!O J:l':V' V;1 n i ~ A:':iOC iati en of No taries "C" , ""E", and "F" as directed therein, ..J~......~~..".,,_... (Executor-Administrator) ~E~t:~:'.~:.~.M.~.~lg...............".._.,,"..._._. (StTeet Number) F"':Li;(?!:l,..P"'lc.?,.I:'."!f.."'........... (City O'P' Town and State) NOTE: Before.~lgning affidavit make sure all blank spaces in the affidavit and scherlules annexed are f'illed 1n with details or the ~orrl "None", ann in case the assets include rare and unlisten securities, securities of close or family corporations or an' interest in any co-partnership or business, that the data and statements required unde'r the paragraph ab~ve relating to Schedule "B" are atta.ched. Also make certain that column #1 in t.he "Sunrnary" has been properly completed as above-directed. , . RCC.34(4.73) I. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT- SCHEDULE "A" REAL PROPERTY * . Real property 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, should be identified as to quantum of interest and the estimated volue should be that of the decedent's interest only. (Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Penhsylvonla should be described by lot and block number, street and street number, together with a genercll description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of (I. eras; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, ete.,are to be listed on Schedule "Fit and must not-be d~ducted from this schedule. (1) (2) (3\ DEPARTMENT VALUA TlON CAUTION (Do not write In thl. space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMA TED MARKET VALUE House and lot of ground at 101 Cavalry Road, North Middleton Townshi Carlisle, Pa., Cumberland County Deed Book C, Vol. 13, Page 427 Value - based on sale ------------------- 6690 35,500 .ss 5 OD. 00 ) Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. .55 500. 00 / . RCC -35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY , * INSTRUCTIONS: This Schedule must disclose all tangible and intangible 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.Q.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible 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, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. 1 2. 3. 4. 5. 6. 7. 8. 9. 10. ITEM List and describe fUlly Furniture, etc. Farmers Trust Co. checking acct. # 4~1613-4-------------- Savings Acct. # 16796------------------ U.S. Series E. Bonds $25.00 Q1228379056E $25.00 Q1228663688E $25.00 Q1235166071E $25.00 Q1235841175E $25.00 Q1241081043E $25.00 Q1245901392E $25.00 Q1256324339E $25.00 Q1258436713E $25.00 Q1268282983E $25.00 Q1269314856E $25.00 Q1269598884E $25.00 Q1278033928E $25.00 Q1270807431E $25.00 Q1278936524E $25.00 Q1279617923E $25.00 Q1280227325E $25.00 Q1502064325E $25.00 Q1503~69879E $25.00 Q1615236917E $25.00 Q1505810432E $25.00 Q1630872976E $25.00 Q1639816741E $25.00 Q1641426469E $25.00 Q1650793451E $25.00 Q1654462027E $25.00 Q1651554366E $25.00 Q1654486334E $25.00 Q1658849643E $25.00 Q1658865312E $25.00 Q1659308516E Aug. Sep. Oct. Oct. Nov. Dec. Feb. Mar. Apr. Apr. May May May Jun. Jun. July July July Oct. Sep. Mar. Mar. Apr. June July July Aug. Aug. Sep. Sep. 55----------- 55----------- 55----------- 55----------- 55----------- 55----------- 56----------- 56----------- 56----------- 56----------- 56----------- 56----------- "56----------- 56----------- 56----------- .56~---------- 56----------- 56----------- 57----------- 57----.,.------ 58----------- 58----------- 58----------- 58----------- 58----------- 58----,------- 58----------- 58----------- 58----------- 58----------- Elgin closed face gold watch(not operablE) Crestwood ladies watch (not operable) man's class ring Coins-See attached appraisal of R. Geralc Lackey dated Aug. 30, 1978 Pennsylvania property tax rebate Capital Blue Cross refund Safe Deposit Box Refund Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do "not write in this space) 905.00 905.00 406.08 3,060.22 L+OID.O! .3 o~o. a~ I 48.87 ti8.8 '11,Q1 l,nq 47.97 48.09 48.09 48.09 '\1.~2 ~~ 'l7.~ . 47.88 47.88 47.88 47.99 47.99 47.99 '11.QQ c4:s:::s:a 0.;1. '1'1 ilfB.3a 47.16 47.16 46.41 46.41 46.41 46.62 45, to "7 c.,lj'j...o)) 't5.I;K1L7_..oJl 45.67 45.67 45.67 45.67 41'. 'if7 "tV!? '-I,.li7 'fl. '\ 1 'fl. '17 >+'&'.Oq 4'd'.O,/ l.fV.O~ 't.'iff! '11. gll' '11.1t1' l.n.li'V <./J. 'iril 47- '1~ 'f7.'t~ 'fl. ~'l If1-'!'j 47. 't'l 'f7. 1(, Lf'7. It.. <<<"'''1 Ift.,.*l 'i'(.,.<tl 4(.,.(.,.;). 10\-5.(,1 'tS.l.. ., "\S'.t..7 l(-~.(,1 ~(.,l 't$:. t. 1 10.00 10.00 10.00 10.00 10.00 10.00 B.:i".oo ~oo. 00 18'. iO a..oo 25.00 200.00 '18.70 3.00 (6,076.~ x X (p OuO. ~lo ) .~. ... , "-.-' -~ FARMERS TRUST COMJPANY JUL 2 6 Rtc'D CARLISLE. PENNSYLVANIA Date July 24, 1978 John K. Currie 44 South Hanover St. Carlisle, Pa. 17013 Re: Estate cif Florence J. Gunderson Date of Death May 24. 1978 Dear John Currie. In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account ,as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (ReC) to substantiate the balance you report, ' Note that we have shown the correct registration for each' account. Also, interest accrued to the date of death, if any, is listed as a separate figure. v. " ' 'yours, perv~sor . Bookkeeping Dept. Balance on account 4-1613--4, $406.08 Balance on account 1-16796-8 $3.004.29 Int. $55.93 J , , , , ''--' 'August 30, 1975 Florence J. Gunderson Estate The following is my appraisal of the coins in the Estate of Florence J. Gunderson. Reported Numismatic Number Description Condition Value 1 1S12 Large US Cent Worn :I; 3.00 1 1S1S Large US Cent Worn 5.00 1 1939 Large US Cent Worn 3.00 1 lS29 US Half Cent Worn 5.00 1 lS67 US Five Cent Worn 4.00 1 1S65 US Indian Cent Worn 2.00 2 1861 Canadian Cents Worn 2.00 1 1845 Canadian Cent Worn 1.00 Total Value :$ 25.00 .The prices stated for the above coins in worn condition in my opinion represent a fair market value. ~ '1~' \' \1 R: ~e ld ~ckey Appraiser "\i J " RCC - 36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFERS RESIDENT DECEDENT (1) Did decedent, within two years of de nth, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration th~refor? (Answer yes or no) NO (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (lncl\lding a spouse) in joint ownership? (Answer yes or no) NO (3) If the answer to (1) or (2) above 1s in the affirmative state: (a) Age of decedent at time of transfer NI A (b) State of decedent' 5 heal th at time of making the transfer. (Note 1). (c) Cause of decedent' 5 death. (Note 1). (4) Did decedent, 1n 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)--1iQ._ (a) Was there any possibility that the property trans~erred might return to trans~erer or his estate or be subject to his power o~ disposition? (Answer yes or no)~~ (b) What was the trans~ereel s age at time o~ decedenti s death? N / A (5) Did decedept in his li~etirne make any transfer without receiving a valuable and adequate consideration therefor under which trans~eror expressly or impliedly reserves ~or his life or any period which does not in ~act end be~ore his death: (a) The possession or enjoyment o~ or the right to income ~rom th~ property transferred? (Answer yes or no) NO (b) The right to designate the persons who shall possess or enjoy the property trans~erred or income there~rom? (Answer yes or no) NO . . (6) I~ the answer to (5) (b) above is in the a~~irmative, state whether the right was reserved in decedent alone or others N/A (7) Did decedent in his lifetime make a trans~er, the consideration for which was transferee'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 o~ which was subject to change, because o~ a reserved power to al ter, amend, or revoke, or which cOllld revert to decedent under terms of transfer or by operation of' law? (Answer yes or no) NO (9) If the answer to (8) ahove is in the affirmative, was the power to al ter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) N / A 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. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, itls fair market value at date of death, dates of transfers and to whom transferred, with relationship of' transferees 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, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NONE tJ 6""'tV- NONE Insert this total opposite "Transfers", Schedule "e" in the "As Reported" colunm on the last page of this return. N,fNU- RCC-37 (12-6)) COMMON\\"EALTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" ~. . BEJ>lEFICIARIES i h BENEFICIARIES AND ADDRESSES RELA TJONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF . BENEFICIARY ave an interest, vested, contingent or other~ are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BI RTH Genevieve Lindale R.D.#3 Box 345 daughter yes 1/2 Felton; ,D,elaware, 1994 3""~ ~, .-.." Kathrvn Nicholson 801 North Pitt St. daughter yes 1/2 Carlisle PA 17013 , ---_._--,._~.- I I I ! I . , , , ., r .. Deponent further says that all the above-named benef:l.ciaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . - '~ .. o . ~"'~ e<~ 1;;: C '2 IV e .- ~ ::I E-- "0 C. 8 ...: E_ s:.. 0 ~ Ou'O :;~~ U ~ 0 ~ E g. ~ 0:: Real Property Personal Property Transfers ........ SUMMARY ................. ...(Sch. "A") ..........(Sch. "B") ..(Sch. "C") (1 ) (As Reported) $...35,.5.0.0,00.. $.......~)q]6...06... $ $..... .............. $..... ............... $..41.576.Q6.... (2) (As Determined) Gross Taxable Estate $.. $... $. $.. $... $. ro N P-i a-i H r+ ,... :r1 Z '0 ~ U .. ~ '" " ~ :so ..l u ..,. u 0 (Yl:>< "" U <( ~ Z u E-< ell ffi <Jl 0'" - - z <( (\J -<: U) I: P:; 0 <II llI: zw CJ:: ~ 'S co; p.. ~ f;l Cl It. H>, 0 " It. 1:--' p.. Cl z' 2; :sow I' '" -<: '" z >-:I ~: <( P:;IC: :I: :I: ~ ". ~: ... ~ ... ,... :::> Ci >-:I: ~ Q HI'. (\J ~ ::: '" -<: CJ Cl P:; ;: Z 0 0 0 ,... H ~: OJ ""+> Z ,... <Jl S rQ' p.. 4( +> ~ ~ U) S' ~ ,... Z~ ~ 0 :r:: :::>, 0 llI: H " ~ 5:J 0: ~ 0 ~ 0 CJ:: 0 It. :c ~ z 0 " "" H " ~ ~ Z ~ ~ llI: b P:; 0 " " '" ..: 0 ~ 0 Z 'S >-:I 0 ,C. E H 'E ..-. :: ~ E E ~ '='="C " 0 0 ~< ..l U U H . RCC-38 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schec1ule must disclose all property, real and personal, ownerl by the decedent jointly wi t-h anot.her or others, including intangibles, standing in the name of the decedent and others. List real estate f'irst, as entireties, or joint tenants,. giving brief description, as indicated .mder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as 1n Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date or Acquisition, Name Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. =~ ex Unit percentage Estate Value Share Valuation X XX~;S ex !Y' X 36 DEPARTlffiNT VALUATION CAUTION-Do not WrIte In This Space. Value of Value of En ti re Deceden tis property Interest x (> y y y y <X ex ><X % ex 1\l6V\.LI NONE NONE Insert this total ovvosite "Jointly Owned Property", Schedule "En in the "As Reported" column on the last page.o~ this return. f\L6Y\.L . REV..5Ia (6-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBU RG 1710S IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Genevieve Lindale R.D. #3, Box 345 Felton. Delaware 1994, (Executor or Administrator) In Re: Estate of Florence J. Gunderson Cumberland' County - File No. 21-78-0293 Dear Mrs. Lindale: You are hereby notified that the oriRinal appraisement in the estate of Florence J. Gunderson has been liled in the office of the Rejjister of Wills of Cumberland , County on January 19 ,1912-, Said appraisement reflects the following va luations: Real Estate Personal Property Transfers Jointly Owned Total 35.500.00 6.067.46 None None $41.567.46 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 soid notice as provided by Section 1001 of the.lnhe~itance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L.,<:373. D () ,-t-' '''\ -Q.;u \. \....v:---c, ~'-"-' Date January 19. 1979 Signed 0 () Title Administrative Officer Note: This is not a bill. , . .c DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE January 19. r 1979, " RCC-2 (2-64) Cumberland COUNTY FILE NO. 21-78-0294 Whereas, Florence J. Gunderson late of North Middleton Township in the County of Cumberland Commonwealth of Pennsylvania, having died on' 24th May 78 the day of 19_. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, T, 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 aU 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 colla.teral 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 in terest. Unit Appraisement Dutdpt!on of Aud Value. Made for Inheritance Tall PurpOles Real Property $ 35,500 00 Personal Property 6,067 46 Joint-Held Property None Transfers None TOTAL ASSETS 41,567 46 . - .. - , ( . ~ , , . . . -' ; . , , . , '- . . - , , . , , -"', . : . , . . . Having been duly swo.rn according to law, I do here by certify that the above al1,raisement is made in f<on- formity with law on this 19t1i day of '-.Q r'>~ 19~. ~ 'C' ) (.) Appraiser (lC\1'II\ber a,ruS Stnt1,) b liarr~s urg (Pori OI'OHo) . Penna. - . ,. .... . - tt\ ~ C>- ." ~ ~ ~ "'- '" to' " .... ~ ~ '" \ ~ i ~ " ~ ~ "'- Q p. ..-I ;; c; '" ~ c:.::: ;; " \J '" g <:J:) " t 'i ~ E-I ~ '" ;; " , " " ... ~ g ;> '" .~ .. '" ~ ~ '" " ~ .... z .. ... "" .. ..; ... ... ... ... ~ Ql '0 ~ ... "" "" ~ K " ..-I ~ ~ ~ 1 ~ .. " :g ;:,. 0 ~ ;; to' ~ ... ~ ~ " . .... - -<; S '" e .... % " ... '" .. ... 't. tl "2 ,j "" \: - t ~ .s:l ~ ~ ." "% e J.. Ql ~ ... .<t :'$ " " ~ t.t.l ~ Q ~ ~ " ~ ;; ~ '" 1l .~ " \:: () ;; c ... t.t.l Q " ~ .il c- o e ;;:; " P:: " .. ~ " ~ ..,. " " :s I Q .:; ... t.t.l ;:: ;; '" " ~ z r-. 0- ~ ] ~ P:: .. 1 ~- \\ to' " '" .~ ,;;: ~ -;; "'- " ~ Co. P Q - '" ~