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HomeMy WebLinkAbout10-26-78 Form No. RCC-62 (6-70) THIS FORII REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10.000. UNDER SECTION 701 OF Af:r OF JUNE Ie. 1"1. EF"EC'l:IVE JANUARY 1.ltee, (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED! .;i!/- 7Y~3)3 *' OFFICE OF'THE REGISTER OF WILLS OCT 26 J978 County of . . f:.l!'l}I?~~l;C!-x:!i. . . . . . . . . . . . . . . . . . . . . . . . .;r~Ae; .1,3;L.~~~. tIj..l,c11:,. . . . . . . . . . . . . . . . . .. of . -'?9.3. . G~~. .~l?!l!i.,. .~~~hC!x:~~~.ql!-:rg". .I:~I)P~'y'J, Vpni, (N......) she (Addr_> bel'ng duly sworn .accordl'ng to law deposes and saj's thatE! is the_n....f;~~ggj;.r~~----_---m-------nnmnm.n ._._n___...mnm...__..mnnn___' (Exec., Adm., Leptft. ElC.1 of the estate of m..M~~.Y.n1y.~n-n.r1~~~g,9_'!!~~j!___________ whose last residence Wa5--~_~~:(---JU.J...~m:j.~gn(S~tr.d--mmmm.-m ___1JQQ_~.:r..A.I:;t~n__A9~I1_l?_hiIL___.dect:ased, and that the whole of the estate of said decedent, who died _m.?l?J(V.D..zI~---n-m.- (City, Borouah or Township) ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEIIENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAIIES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated / Value NONE NONE ! \ '\ )7 Personal Property .- ./' 1. Rent rebate: Conunonwealth of pennsy Iv ania $ 200.00 Household contents in rental unit i/ 2. ;1 225.00 3. Premium Refund: Nationwide Mutual Fire Insurance Company 1/ 1.00 " 4. Medicare payment: Pennsylvania Blue Shield . V 72.00 5. Blue Shield 65 Special Payment v 18.00 If 6. Refund of security deposit: Meadowwood Associates . 1/ 115.00 7. Capital Blue Cross: Refund of Premium 1/ 18.70 .- TOTAL $649.70 .- ,.- / -:;/ 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 signed by a responsible officer of the financial institution 01- 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 in which the account is registered. ' Jointly Held Property Estimated Value 1. Checkin Account No. 140-454-0, First Bank and Trust Company, in joint names, as of October 20, 1972, of decedent and daughter One-half taxable 194.30 with right of survivorship. D e of death balance: $388.60 2. Savings Account No. 502-182-9, First Bank and Trust Company, in joint names, as of October, 1972, of decedent and Jane B. ~ldt (daughter) Wi~h ./ i Date of de~:th balance: $1,512.28,. plus accrue~~___ One-half taxable vr 758.98 .,./ ,// ~. Savings Certificate No. W4079, Account No. 002-20-04079, State Capital I Savings, issued on July 20, 1973 ln JOlnt names ot decedent or Jane B. I Hildt (daughter) with :ight of S\.l~h~g:_ Date of death balance: J'1l)I~. !,/>", y1:l,Uuu.uu pLUS accruea ln1:erest: ~ ~~,()'t UIl~-ni:lLJ: Li:lXC:lUr~ 'I ,~~~ Transfers within TWO YEARS Prior to Death TOTAL ,$ 4,970.57 right of survivorslJ.Z'6. / interest: $5.67. NONE I , NONE ~ I I i ,---- i I i I ! That at the time of death there was no safe deposit box registered ih decedent's individual name, 01' 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:- The First Bank and Trust Company Main and Market Streets Mechanicsburg, Pennsylvania Decedent and Jane B. Hildt, Deputy THIS SAFE DEf'OSI~ BOX RENT~-;',---T RELA~IONSHIP OF JOINT' IN NAME OR NAMES 01' i HOLDERS TO DECEDENT -+-- I I NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX BENEFICIARIES RELA TIONSHIP SURVIVED 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 fact,) DECEDENT . Jane Blair Hildt Daughter Yes Entire residue 503 Gale Road Mechanicsburg, PA 17055 - ~ I ----+------ i I I , RC,!.4Z (...77) .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OP REVENUE !lANK NO. AUG 1 7 1918 DATE FIL.ED NOTICE OF DECEDENT ACCOUNT STATUS RETURN COMPL ETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE S RVIVING DEPOSITOR (BenefIcIary) INFORMATION NAME REL.ATIONSHIP Jane B. Hildt. TO DECEDENT. ADDRESS 503 Gale St.reet Mech., Pa~ 17055 BANKI1NSTITUTION ADDRESS State Capital Savings & Loan Assoc. 108-114 North Second street P.o. Box 1861 Harrisburg, Pa. 17105 STATUSOF ACCOUNT NO. SOCIAL. SECURITY NUMBER(S) ry Lynn Montgomery 0 ane B. Hildt ;2.;J./-,;J~ - 7~t.S- 160-18-1024 DECEDENT IN DATE OF DEATH N NAME ADDR 217 West CITY COUNTY SIGNAT~L~ DATE Y 76 - / F A report is required on: SECTION 142 OF THE INHERITANCE AtolD ESTATE TAX ACT OF 1961. 1) Joint Sovings Accounts 2) Joint Checking Accounts 3) Trust Accounts 4) Joint Investment accounts, such as certificates of deposit, share accounts, a nd so forth. 5) Accounts held by husband and wife and third parties. "When money is deposited or Invested In a financial institution located in Pennsylvania in the names of two or more persons other than husband and wife or in the name of a ~enon or penons intrust for _ther or others and on. of the parties to the deposit or Inv.stment shall die, It shall be the duty of the financial institution. within ten (10) days after knowledge of the death to notify the Department of Revenue thereof giving the name of the deceased person, the date of the l!1'eation of the joint or trust deposit or Investment, the _unt invested or on deposit at the date of death with the fula~lal Institution ancl'the name and address of the survivor Of survivors to the account. No notification shall be fll,quirect in regard to such account when the deposit at the time d death does not exceed thr.e hundred dollars {$:I)O)." (Emphasis added). No report is required on: 1) Husband and wife accounts. ~ Joint accounts with a balance under $3)0.00 3) Accounts held by the df/Ced.nt Individually. . :ij.ESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions, DEBT OR CLAIM NATURE OF SAME Funeral expenses paid AMOUNT $ Family exemption (will not be allowed unless I decedent died residing with a spouse or children,) Administration Expenses' Counsel fees' Fiduciary commission . OTHER DEBTS AND CLAIMS (' ) See Note below ~/// Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater 01' less than the estimated amount claimed and allowed. Subscribed and sworn to before me this, . . . . . . . . . . . . . . . . . . . . . .....P? c.~.... _ day of ..@~....., 197? ... .~.. .e.~ .C.AJtJ[\~!fi~ f. BPJJSUM, .NOTARY PUBLIC MECHAiilCSBURG BOROUGH CUMBERLAND COUNTY uv "n~.u~J~("lr.'1 c-VrllMI"'t'> reI] 2:', 1000 . . . .s 9.3 , (~~;t~. .~ ~.J;'~.~t. . . . . . . . . . , . . , . . . . . , . . (Street Number) Mechanicsburg, Pennsylvania ............. (ciiy 'o'r' To'~~'~~d'sidt~)T1055'''''' Having been duly swom according to law, I do hereby certify that the above appraisement is made in conformity with law on this . - .. . . . . . . . .. . . . .. . ... . . . . .. . . - ... day of . . . . . . . . .. . . . . . . . . . . . .. . . . . . . ... ... . ., 19. .... Appn.iaer In the event that any future intel'est in this estate is transferred in possession 01' enjoyment to collateral heir's of the decedent after the expiration of any estr.te for life 01' for years, the Commonwealth hereby expressly reserves the right to appraise and assess transferinheri. lance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . , . . . . .. ... County, Pennsylvania, do respectfully report that I 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 in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. ;:lated. ..............................,.............. Register of Wills .' form No. RCC-62 (6-70) Will I Administration JNo. . . . - - . . . .. Year - .. . . IN THE MA TIER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . . . . . . . . . . . . . . . . _ . . . . . . _ _ . . . . . . . County of _ _ . . . . . . . . . . . _ . . . _ _ _ . . _ _ . . . . . . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. REv-e18 le-n) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P,O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Ms. Jane Blair Hi1dt 503 Gale Road M"l"h..ni .....,hllrg. PA '701515 (Executor or Administrator) In Re: Estate of M"ry T.ynn Montgompry Cumberland County - File No. 21,..78-0323 Dear You are hereby notified that the Ori gin..' appraisement in the estate of Mary T.;ynn Monrgomery has been fi led in the office of the Register of Wi lis of ClImbprlRnn County on 2 Februarv , 1912-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 649.70 None 4.969.80 $5,619.50 As to such tax that is paid within three months from date of death, a five (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. Date Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. I c-~.~ Si gned L-...-e-.o \..-----0 2 February 7q Title Anmini l'lrr..f"ivp Offi C'pr ~ Note: This is not a bi II. REV-4!Y7 (lr.78) OEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P,O. BOX 2970 HARRISBURG. PENNA, 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 2 February 79 COUNTY Cumberland FILENO. 21-78-0121 Whereas, Mary I~vnn Mon't~nm~rv late of lq,p,:loT Al 1 ~n TnwnRhip in the County of Cumberland Commonwealth of Pennsylvania, having died on the 23rd day of Mav 19l1L. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvaniaj Therefore, I, T pn Fill ~ini 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 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. O:::SCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purposes Real Estate $ l\Tnno .....---..11 n. .~ 649 70 _L: -a None Jointlv Owned 4,969 BO Tn"11 S'l.H9 '\0 " Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this ?nq day of i'99reL ~ ~ ~ 19 .J.9-. Appraiser (Number and Street) (Post Office) . Penna. llarriBB1ft'~ i)( 1- YJ ~-- 3iit3 ,..,...,.,",.......,.~..., County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......~ Late of ..,..,~,~-:1:l...{..~f,............,........ Date of Death, ....~::.~~.-::.7.f....................... Appraisement Docket Vo1., ..;.a..................... Page,..../t,1.............. No. ...1..................... ;;;;~~.;~.~;;;:;.;~~E:.~;;:;~ Amount of tax due, $..:.................................... DEPARTMENT OF REVENUE Received, .... ..... ...............,................... ............. Examined and Approved,................................. Wrote about Appraisement, ............................. Appeal from Appraisement, ............................. Entered and charged, .......................................