HomeMy WebLinkAbout01-23-79
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RESIDENT DECEDENT
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
j~N Z 31919
COUNTY OF
'(l., ,
i
. 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, unless an extension is granted
by the Secretary of Re'lcnue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Carlisle, Cumberland
Pennsylvania
} AFFIDAVIT OF
_ EXECUTOR
~
IN THE MATTER OF THE ESTATE OF
Shirley Maxine Shatto Morrison
(STATE FULL NAME OF DECEDENT)
County
State of
},,,
County of Cumberland.
Larry LeRoy Morrison
~
Executor
of the estate of the above-named decedent being duly sworn, deposeS
and say S
May
lMONTHl
Name and address of attorney or }
other authorized representative to whom
011 correspondence should be moiled.
(DAY)
, 19~{~estote leoving 0 lost will, copy of which .is hereto,ot~oched'..}
(YEARl Intestate
Decedent died
3
Edward E. Guido
26 West High street, Carlisle, Pa.
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
(EXECU TO R.ADMINI ST RA TORl
the assets thereoF and their fair market value.
That at the time of death there was no safe deposit box registered ilJ decedent's individual name, or jointly.with, ,or
as agent or deputy of an"Other, or in decedent's individual name, with right of access by another as ~gent 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 DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDEN T
Farmer's Trust Co.. Carlisle. Pa. Russell L. Morrison
Shirlev Maxine Shatto .
Morrison
That the contents of said safe deposit box or boxes are itemized under Schedules N/A of this return,
with the exception-of the following, for the reasons hereinafter sel forth: Box contained-Birth Certificates;
School & Church documents. Contained nothing of monetary value.
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 decedent died having an interest therei~. It also Sets fort~"the
mortgage encumbrances upon each parcel of real property at the date of death, gi,:ing. the amount still due at
death, name of mortgagee, d~te, rate of interest, and book and page of record there.of. It. also 'sets f6rth in the'
columns provided therefore the assessed valuation of each of said parcels, the estimated market value ther,eof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forlh 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, standing 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, d~'wn to the last interest day prior t~~d";.cedent' SJ ~ .~~
~..' ,~ .......~~.._~ -..!......
death in the.case of savings banks, and to the date of decedent's death in all other cases; al~:bi'1~s~-:r~st~I^;,....~"'~
savings, treasury certificates or notes and other evidence of indebtedness of the United Stl}-t.e-s )o~the de. --(..:.t: y ~
-.). . -
cedent; all obligations, whether by statute or agreement they are de~ignated as tax free, of the United Sta!~s, /'~.... :
or any state, or political subdivision thereof. or of any foreign country, which are owned at the 'time of death;
. :. 't:
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses., ca~iages,
/ '~'-:'
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by"deced'ent.
.....''1.. .
together with the fairly;_estimated market value thereof; all bonds and. mortgages held by decedent and'q.f all
claims due and owing decedent at the time of death, and all promissory notes or otherinstruments in'wr~ting
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 forlh briefly the reasons for s'uch depreciation as to each item; all moneys
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 (lwned by the decedent at the ~jme of death, with the.market value there~
of at such time.
f
F.
, ,
.
.
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..,
In the case of s{~curltles of close or family corporations, the values reported are as far as
possible substllntiaterl by financial statements of the corporations, showing the assets and liabili ties
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
de~th in any co-partnership or business, and in support of the value of such interest there is annexed to
said schE'dule, financial statements showing the assets and liabilities of said co-partnership or b,uslness.
A- copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe agreement)
tognther with a statement setting forth the character of' the business, its location, and such other facts
-pE'l'tai.ning to the business as may be pertinent to a fair and ,just appraisal of the decedent's interest
therein mnst be submtttp-d. It should also set forth in itemized form, together with the fair market value
thp-reof, any other propert:r owned or bequeat~ed by the decedent at the time of. death.
The SChedule C at.tached hereto and made part hereof sets :forth a. true answer .to each inquiry
contfl.inp.d therein and in the case of transfers of property, real or personal, within two year~ of decedent' 5
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
relatlonsllip of the transferees to the decenent, the proportionate share ~eceived by each :tra~sferee and
all other facts of a pertinent nature regarding sairl 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 copy
of the deed, trust agreement or other instrument creating the trust. Tl1erl~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's rleath by
virtue of the exercise by decedent, either individually, or jointly wi"th another, or any .power of appoint-
ment vested in decedent, either individually_.or jointly, by the will, deed., or other instrument of a.nother,
with a copy of the instrument creating such power attached to the scherlule.
That Schedule D attached hereto and made part hereo~ sets rorth the names anQ addresses of all
persons bene~icially intere:3ted in this estate at the time or decedent's death, the nature of their res-
pective interests, their rE~lationship, i~ any, to the rlecedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under necedent's Wl11. It also
contains a statement showing which o~ the beneficiaries nRmerl in the rlecerlentl s will, if' any, died prior
to decedent, the dates of their death, their issue, and the relationship of sHch issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property, real /lnd 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 ef'fecting the vestiture of
real estate anrl 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 det~ail all rlebts
and deduc tions claimed for and on behal f 0 f thi s deceden t' s es ta te, inclurling :runeral expenses paid;
family exemption, where applicable; costs of arlministration of this estate; counsel fees anrl fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, 1n consequence of the death of the decedent; debts and claims owing and llnpaj,d at time of
death; taxes accrued chargeable :ror period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreE!d that the fiduciary will present proof of said claimed obliga.tions 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 o~ tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate colunms in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscriood,and sworn to before me this .../.:f................ ~ t.1 ~
......~~'-..-,-'....... ~
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f 11l~z.~~'c:( day Of.../..........19.J.7' . (.~. .. o&d~i' ;~W;;)........... ... ...... .-..
.. .~?/tt1~Y~iCr;.-f~' R.D..~ ~~~~;.tb';)'" ......-...--
Carli,le, Cumberland Coun( Po. <:![ll:"'.~~".,....~1Y1l!1a..l'lQ13..
My Ca",..issio" E.ohe. March 9, 1991 (City <Yr Town and State)
NOTE: Bef'ore .signing aff'idavit make sure f1.11 blank spaces in tl1e affidavit and schedules annexed are
filled in with details or the worn "None", ann in case the assets include rare anrl unlisterl securities~
securi t1.es o~ close or family corporations or an interest in any co-partnership or business, that the
data and statements requirert under the paragraph above relating to Scheciule "B" are attached. Also make
certain that column #1 in t.he "Summary" has been properly completerl as above-directeci.
.
"
"'RC C-34 (4lo73)
'bCQMMoNw'EAL TH OF PENNSYLVANIA
EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT-
. ~. ,-'t.,.
SCHEDULE "A"
REAL PROPERTY
*'
.1
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent os tenon t ,in common with another or other, should be identifi ed
os to quantum of interest and the estimated value should be that of the decedent's interest orily. (Property
held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The rGal property located In the Cc.mmonwGalth of Penhsylvonlo .hould be
de5crlb~d by lot and block number, street and .treef number, together with
a genercl description of the property, with (I refer.nee to the record of the
conveyance by which the deceden' toolc title; If a farm state number of a-
erGs; also statoment 0.' mortgage encumbrances upon each parcel at deClth
1)' decedent. Taxes, assessment., occruad 1"'erest on mortgage., ete.,are
to be III.ted on Schedule II F" and must not be d.educted from this schedule.
(II
(2)
13\
OEPARTMENT
VALUA TlaN
CAUTION
(00 not wflte
In thl. .pace)
ASSESSED VALUE
FOR YEAR DF
DECEOENT'S
DEATH
ESTIMA TED
MARKET VALUE
$1,940.00""'" $17,500.00....
All that certa in tract of land
located in the First Ward of the Borough of
Cumberland County, Carlisle, Pennsylvania
having thereon erected a two-story frame
dwelling known as 13 McBride Avenue. It
being the same premises which the decedent
acquired by Deed of Denton Shatto dated
Apr il 30, 1976 and Recorded in the off ice
of the Recorder of Deeds for Cumberland
County in Deed Book 0, Volume 26, Page 163.
Said .premises was sold on December 1, 1978
for $17,500.00 pursuant to a order of Court
dated November 8, 1978.
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
$17,500.00
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RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
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ieOMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
Item
No.
(1)
(2)
(3)
(4)
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 11~ted under Schedule "En. Intangible personal property, titled 1n the name of the decedent, but
payable at death to' another or others, including but not limited to P.D.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 f'lrst '(e. g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certiricates, 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 riduciary in said capacity, partnership interests, interest in any undistributed
estate or 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
List and describe fully
UNIT
VALUE
ESTI MATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Certificate of Deposit #10096 issued by
Farmer's Trust Company, Carlisle,
Pennsylvania, on June 26, 1974.
$4663.87-P
26.36-1
Certificate of Deposit #10095 issued by
Farmer's Trust Company on June 26, 1974
9908.42-P
71. 28-1
Certificate of Deposit #12549 issued by
Farmer's Trust Company on April 20, 1976
/"
4682. 66-p/
12.26-1
Sav ings Accoun t #1-26360-0 held at
Farmer's Trust Company, Carlisle
pennsylvan ia
1885.43-P
37.51-1
(5).. Bond No. 93 issued by Great Hope Baptist
Church of Carlisle, Pennsylvania, March
21, 1975; Value as of date of death
determined by maturity schedule on
reverse of bond; copy attached
( 6)
~"~
'~ -y
(7)
(8)
632.66
Refund of Real Estate InsuranCe premium
check #2586 Issued by Darr-Thumma
Insurance on 11/14/78.
24.00
~
Rent payable on property at 13 McBride
Avenue
Var ious items of personalty:;- includ ing
dishes, bed, desk and lamp not held as
tenants by the entireties with husband
175.00
100.00
Insert this total opposite "Personal Property", Schedule" "B" in
the nAs Reported" column on the last page of this return.
x X
2'--, L\/{.'-lS
$22,219.45
'RCC~3i.
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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 va~uable and adequate consideration therefor? (Answer yes or no) no
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) 1n joint ownership? (Answer yes or no) ves
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer ,4.7
(b) State of decedent's health at time of making the transfer. (Note 1). Good
(c) Cause of decedent's death. (Note 1). Corona ry Anneu r ism
(4) Did decedent, 1n his lifetime, make any transfer of property without receiving a va.lUlible or adequate
consideration therefor which was to take effect 1n possession or enj~yment at or artet his death?
(Answer yes or no) no
(a) Was there any possibility that the property transrerred might return to transferer or his
estate or be subject to his power or disposition? (Answer yes or no).
(b) What was the transreree's age at time or decedent's death?
(5) Did decedent in his liretime make any transfer without receiving a valuable and adequate consideration
thereror under which transreror expressly or impliedly reserves for his life. or any period Which does
not in ract 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) no
(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 transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) no
(6) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because or a reserved power to al ter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) no
(9) If the answer to (6) 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 arfidavit 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 f'orth below a description of the property
transferred, it's 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
DESCRIPT ION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
none
(1)
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Two adjacent tracts of land improved with
a 2~ story frame dwelling and a block
service station~by decedent and
/
her husband Russell Morrison as tenan~
by the entireties. An undivided one.
half interest in said property was trans-
ferred by decedent and husband on
October 29, 1976 to their son Larry LeRoy
Morrison et ux. Recorded in Cumberland
County Deed Book X, Volume 26, Page 24
on same date. Property assessed by
County at 29,190 at time of death. Fair
Market value is $116,760.00. Mr.
Russell Morrison decedent's husband is
"
still living, therefore this property
is not includible for inheritance tax
purposes.
/
.l'--J 0'--'>- .
Insert this total opposite "Transfers", Schedule "eft in the
"As Reported" column on the last page or this return.
11ec- 37;':( 12-6 3)
COMl\IONW'EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
,
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B,ENEFICIARIES
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SCHEDULE "D"
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED . . .
(If step.childre"n 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 BIRTH
Denise Lou ise Wiles dauqhter ves 3/15/53 "Bed, pe,sk.,.lamp' and
R.D,. 10 wolf's, B r idqe, Road. . . .' - ,],./2 res iduarv.
("" r1 ; '" 1" PZ>. 17111,
Kar i Michelle Morrison qranddauahtEr yes 11/29176 1/2 residuarv
R.D. 2 Kuhn Road
~"r1 i",l p PA 17111,
,
.
.,
,
. .
.
.
.
,
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
,
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Real Property ...... ..................
Personal Property
Transfers ..................
SUMMARY
................. ..........(Sch. "AU)
................................ ...(Sch, "BU)
............. ............ ..(Sch, "CU)
.............. ......................
...........................................-...........
Gross Taxable Estate
(1 )
(As Reported)
$..17,500.00..
$.n,~J~,45..
$.....
$.....
$..
$ ..39..,719.45..
(2)
(As Determined)
$.
$
$.
$
$.
$.
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RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th anot.her 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 lmder Schedule
"A", plus the date and place of record of instrwnent effecting vestiture, 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", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisitiqn, Name unit percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners, and PI ace Value Share Valuation CAUTION-Do not Write
of Record of Instrument, where Real Estate. I n This Space.
~ :)<)< <Y:S&xxx&~8& S&c>o;(SC ;Xx XX 11 Value of" Value of"
X;X; <Y '>< ;(SC BS Entire Decedent's
X ><> %~ X;X;<<XX Y>X;X; XXX X;X; X;X; property Interest
(1) , Undivided half interest in
property listed on Schedule "e".
Said undivided half interest was held
join tly with decedent I s husband
Russell Morrison as tenants by the
entireties.
1/2
none
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
N lfl-'-
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"RCC&ag (5-eel
COMMONWEA~ TH OF PENNSY~VANIA
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
/
SUMMARY
Estate of Mar r is on.
(Last Name)
Shir1~y
(First Name)
Maxin" Shatto
(Initial)
DATE OF DEATH
5/3/78
FILE NO.21-78-309
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
Pennsylvania, do 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 "A", liB", "C", and liE".
Dated:
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 "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
CLEAR VALUE OF ESTATE
32,999
12
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint- Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU'LE FI
VALUE AS REPORTED VALUE AS APPRAISED
$ $
39 719 -45
6,720 33
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
none
t=
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%
*
$
$
$
$
$
TOTAL TAX
$
(*) As evidenced by Charitable
Exemption Certificates issued
\ by the Secretary of Revenue.
$
t=
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
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
t=
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above cumputation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
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REV-SI8 18..78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX '-970
HARRISBURG
17105
IN YOUR REPL Y PL.EASE
REFER TO
"
Inheritance Tax Division
NOTICE OF FILiNG OF APPRAISEMENT
Larry :L. Harrison
RD #2, Kuhn Road
Carlisle, Pi.
(Executor or Administrator)
In Re: Estate of
Shi~lpy M. Mn~~i~on
('ll1mh.::>:'?Jalld
County - File No.
21 78 0.09
Deor
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.
,
You ore hereby notified that the OT'; g; n" 1
appraisement in the estate of Shirley '11. HC'lT'YO; son
has been filed in the office of the Register of Wills of r.lImhRT'l "nn
County on 9 '.April , 19~, Soid appraisement reflects the following
va luotions:
Real Estate
Personal Property
Transfers
Jointly Owned
Totol
J 7. <;0.1' nn
??,?lQ u<;
Nonp:
Nonp
$39,719.45
As to such tox that is paid within three months from dote of death, 0 five (5%)
percent discount is allowoble, 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 dote of death,
interest at the rote 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 os provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 37~ B ~.
Dote Q AI''';' J Q7Q Signed . ~
Title AdmilListrative Off; ""yo
Note: This is not 0 bi II.
.
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,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE a fir.....; 1 '0'70
COUNTY Cumberland
FILENO. 21-78-0309
,
REJ.i"-457 (8.78)
OEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
. P.O. BOX 2970
HARRISBURG, PENNA. 1710S
Whereas, Shirley H. Horrison late of Carlisle
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 3 rd day of Hay 19 .2!, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,!, 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 decedentafter'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
DESCRIPTION OF ASSET .. UNIT Appraisement
. VALUES Made for Inheritance
Tax Purposes
,,~~, 1"~"'~"'o $ , '7 """ nn
D ~, no > 22,219 45
"'_"_~ -F~~~ none
.Tn; Owned none
"'n-t- ~, con ~'n " 0
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Have been duly sworn according to law, 1 do hereby certify. that the ~bove appraisement is made in confor~bty
with the law on this q...h day of .~pr~l 19_.
, ~ o.
_ (1_ \ - ('\ . .
"---"'" --"--.--' \. '-l "--'-~ Appraiser
(Number and Street)
Harrisburg
(Post Office)
, Penna.
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