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Home My WebLink About08-02-78 Form.No. RCC.62 (6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE 10, 1"1. EF!'ECTIVE JANUARY 1. I"Z, (FILE IN DUFUCATE WITH COPY OF WILL ATTACHED) * OFFICE OF'THE REGISTER OF WILLS Au 8 0 2 197Q .~4,(~.IJuM.%Z~.~ ~~~7f~;;J~.tP.)f;~.~~<o/~ (Name) (Add....) . bel'ng duly /1,.~ /lA J 'ccordl'ng to law deposes and sat's that he is the '..J'. -. - !.':..:' ~:.mmm...m.nmm..n ~r.u.~~L~.on....m.m.C; . ' I ~~...v. _.E~ 7W4 of the estate of ..A::;) -::;;1 . -':, ~. whose last residence wa~.m.~.m.um .. .. .!!/J5.....v.um. J .... . on .mL.72!__~.__m___... (No.) (SUftt lit 1/61'5 .n.n . . mm u .mu.u...m..dect:ased, and that the whole of the estate of said decedent, who died ~fi-(v-:-.nJcf' (City, Boroua:h or T wnship) ~..':_'::_~n . c consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES Aii'D RELATIONSHIP OF OTHER OWNERS, Estimated Real Estate Value Personal Property V\'lod e. \ -:\ ~ ~~ 9.0 I I^^l,., 7 1/ I ~e""v.; 1'17g V 7.<l'J I , 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 h.:>lder 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, ' ~ Estimated Value Jointly Held Property Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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 I RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I HOLDERS TO DECEDENT "---- . BENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest, vested, contingent or otherwise, in estate,) RELA TIONSHIP (If step-children or illegitimate children are involved, set forth this fact.) SURVIVED DECEDENT STATE YES OR NO AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT INTEREST OF BENEFICIARY IN ESTATE -,; 1- - ... RESIDENT 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 AMOUNT Funeral expenses paid $ Family exemption (will not be allowed unless decedent died residing with a spouse or children,) Administration Expenses 0 Counsel fees 0 Fiduciary commission . OTHER DEBTS AND CLAIM (0) See Note below Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission 01' debt is greater or less than the estimated amount claimed and allowed, Subscribed and sworn to before m~hiS . . ' . . . . . . , . . . . . . . . . . . . .,.......~7.~......dayOf.~.. . ..........,,19.'7( .~:-w.. . .. ................... '''m REGISTER OF WILLS CUM- NNA, My Commission &piN, H*. 4~a~).a4(A?,~:t,',..,.. (E:recutor.Administrator ) <??0,C!.~~.ffJ.?".".. , (Street Number) /l!l~I. .~"',. /?~/ ,?,.,.,.." (City Qr Town and State) C. sJ. Having been duly swo,'n according to law, I do hereby certify that the above app.'aisement is made in conformity with law on this , , , . , , . . . , , . . . . . . , . . , , , . . . , . . . . . , . day of . . , . . . , . . . . , . . . . . , . . . . . . , , . . . , . . , . . . . . . , ' . . . . " 19. . . . . Apprai.er In the event that any future interest in this estate is transfe''l'ed in possessIOn 01' enjoyment to collateral heirs of the decedent after the expi,'ation of any estate for life 01' for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri. tance 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. Dated: ",..,.",......"........".....".,.""", Register of Wills Form No. RCC-62 (6.70) Will I Administration JNo. . . . . . . . . .. Year.,. . . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . , . . . . . , , . . . . . , , . . , . . . . . . . . . , . . . County of . . . . , . . , . . . , , , . . . . . . , , , , . , . . . . Commonwealth of Pennsylvania REPORT AND APPRAISAL RCC.39, (S.77) County, Number and Name File Number Date of Death Estate Name Hart (LAST NAME) 21 Cumberland 21-78-0331 6-6-78 SUMMARY Joseph (FIRST NAME) B. (INITIAL) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland 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", "B", "C"r and "E". Dated: October 12, 1978 ~VUL- )( I ~ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvaniar 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 CODE ADJUSTMENTS INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE Real Property (Schedule AI $ -0- 00+ 92+ Personal Property (Schedule B) 4,750 00 1Gi- Joint-Held Property (Schedule E) -0- 2Gi- Transfers (Schedule C) -0- 30+ TOTAL GROSS ASSETS $4 .750 00 Less Debts and Deductions 40- 93- (SCHEDULE FI CLEAR VALUE OF ESTATE Valuation of life estates or ESTATE TAX ASSESSMENTS _ $ 1= E !~ ~ PRINCIPLE FACTOR VALUE annuitles....................._ $ 2% 6% 15% COMPUTATION OF TAX . FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax an $ Exemptions Total Estate ~ $ $ $ $ $ , * TOTAL TAX $ (*j As evidenced by Charitable Exemption Certificates issued by the Secretory af 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% fram ~ ta AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rote af 6% from to $ t= $ $ $ $ TOTAL TAX BALANCE $ PAID $ Supplemented Cades: (FOR USE IN HARRISBURG ONL Yl 48-Adjustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason same should be noted belowr with short explanation. " Will ) Administration No. Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEFH B, HART Deceased La te of MIDDLESEX TOWNSHIl' County of CUMBERLAND Commonwealth of Pennsylvania REPORT AND APPRAISAL Flee-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBU RG 17127 IN YOUR REPLY PLEASE REFER TO * Inheritance Tax Division NOTICE OF FILING or APPRAISEMENT Frances 1, Hart (Executor or Adm ini strotor) In Re: Estate of Joseoh B. Hart Cumberland County - Fi Ie No, 21-78-0331 Dear Mrs. Hart: You are hereby notified that the oristinal appraisement in the estate of Joseoh B. Hart has been fi led in the office of the Register of Wi lis of Cumberland County on October 12 ,19 78, Said oppraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total $4.750.00 $4.750.00 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 deathr 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 said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961r 72 p, S, 2485.1001, P. L. 373, Date October 12. 1978 Signed~.A...- J<. ~ ~. Title Chief Appraiser Note: This is not a bill. R C C-2 (2'64) . DEPARTMENT OF REVENUE BUfilEAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE October 12, 1978 Cumberland COUNTY FILE NO. 21-78-0331 Whereas, Joseph B. Hart late of Middlesex in the County of Cumberland Commonwealth of Pennsylvania, having died on the 6th day of June 19~, 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 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. Unll Apgraisement De,crlptlon of Alllt Valuel Made for Inheritance Tax PurpoleS REAL ESTATE OONE $ -0- PERSONAL PROPERTY $4,750.00 4,750 00 TRANSFERS OONE -0- JOINT-HELD PROPERTY OONE -0- TOTAL ESTATE $4,750.00 $4,750 00 . , '. . . Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 12th day of October ~ P'c ~ I 19~. ___k, ~ Approi... (llIImber M'L_I\ Harrlsburg (Paot ()ftI..1 , Penna. cd? I~ ?p- 3:5/ CUMBERLAND COlmty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH B. HART Deceased. Late of MIDDLESEX Date of Death, 6-6-78 Appraisement Docket Vol" 10 Page, 168 No. 9 6% Filed in Register's Office, Amount of tax due, $ 10-1219 78 DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal /,.om Appraisement, Entered and charged,