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HomeMy WebLinkAbout11-21-79 .. ...../, //. / /' / .c ,-r./' --1:( ~f.dj /-~) -/7' SUPPLEMENTAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS (21-78-333) COUNTY OF ......G.OOERUNP..........,................................... IIIsl1' Form RCC-33 '* ot RESIDENT DECEDENT IMPORTANT: Thill return _t be completed in detail and filed in duplicate, with will attached, with the Regillter of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. <Section 703 of .. t~.Inl)l!rit!lnce .!lndE.ltt,!lte.:r/!,lt A.ct .of 19~1.) ........................ .....~:::.~:.;;~;::;.~:,..:,~...............................}:::u:: <;IX . l......IJ....... Late of BoJ:o.ugb....of..Carlisle.,.Cunhe.rland......... CIIlI:Dt,' Cobt, 01 .............p.ennSy..l:v.:ania............_...__...._....} . II: .... ..C.umhe.r.l.an.d..................................................._ ...................MARIEM....-SN.Y.DER........._....._.............................................. of the estate of the above-named deeedent beln~ duly sworn. depotleS Executrix state of ..... ........w...tOl' JHiMl'K.1C and .,5 Decedent cUed ...................................Ju~~th.l............ ..............24... 197..8..........{' toototo leavinl a loot will, cop)' of which 10 hereto attached. } Way) (Year)' , 'l Name and address of attorney or} other authorized repr.sentative to whom all correspondence should be . mailed. :WILLIAMF.MARTSQN~P.G.... ......m........ 10 East High Street, Carlisle, PA. ..17013 That as such ..!2~J:.S.I!:.T..~!~................ deponent is familiar with the affairs of said estate and the property con- ( "~XI!(!U tor. Adm in iatrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit bux 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:- RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules return, with the exception of the following, for the reasons hereinafter set forth: of this That Schedul" A attached l1ereto and made part hereof sets forth full v and in"detail all the real property in the COIIDBonwealth of Pennsylvania of which decedent 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 interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each o~ 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 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, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any roreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, bOOkS, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereor; all bonds and mortg8~es 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 rair market value thereof, and if such estimated fair market value be less than the face value, it sets ~orth briefly the reasons for such depreciation'as to each item; all moneys payable to the estate rrom life insurance polici'es carried by decedent; all annuity and endowment contracts the proceeds or which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereor at such time. ." In the cas€' of securities of close or family corporations, the values reported are as f'ar as possible substantiated 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 business, A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the a~reement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein mllst be submitted. It should also set forth in itemized form, together with the fair 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 transferees to the decedent, the proportionate share received by. each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schenule a COllY of the deed, trust agreement or other instrument creating the trust. Ther,~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other l.nstrument of another, with a copy of the instrlnnent creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, the1.r relationsh1.p, 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 showing which of the benefic1.aries 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 Schedule 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 date and place of record of instruments 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. and de family commiss gious s death; 651 of tions, That the totals of the appropriate columns in Schedules "A", "B", PC", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................. .......................s?/7.1.L.. ,"'" day of....7)...~............... 19.?.f,...... --~;:~~- (.umbo1ilond Co., p A Cornst.,. ." '- 27 1ge1- Mf (.ornrl'dWIon f!;,tp1feS ,ell. . NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securi ties of close or family corporations or an interest in any c,o-partnership or business, that the data and statements required under the paragraph above relating to Schedule "a" are attached. Also make certain that col,unn #1 in the "Summary" has been properly completed as above-directed. 4~.L...L--- ....4.4..8....No.r.th.....C.o.l.leg.e....s.t .ee.t.............._....... (Street NumbC!7') ....Car.l.i.s..le.......P.A.........1.7'O.13........................................... (City or Town and State) r REV-451 (8-78) RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUPPLEHENTAL 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.O.D. U.S, Savings Bonds and tentative 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 payable 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. I1EM List and describe fully UNIT ESTIMA TED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1. Three per cent (3%) Stock Dividend on 203 shares, common, Ryder Systems, Inc.: Six (6) shares at $20.75 per share; dividend declared May 5, 1978, payable on June 30, 1978, to holders of record of May 31, 1978. 20.75 $124.50/ (See Item 12, Schedule "B", of original appraisal) 1. Dividend of fifty cents ($.50) per share on 239 shares, common capital, Dauphin Deposit Bank and Trust Company, declared May 15, 1978, payable on July 1, 1978, to holders of record of June 16, 1978. .50 119,50/ (See Item 14, Schedule "B", of original appraisal) (NOTE: The above items were omitted from the initial Schedule "B" which was filed with the Register of Wills of Cumberland County on February 20, 1979.) Insert this total opposite "Personal Property", Schedule "8" in the "As Reported" column on the last page of this return, xx $244.00/ If.2.H.oo ~ RCC-39 t'a-77) SUPPLEMENTAL ~ II I SUMMARY .. County, Number ond Nome CUMBERLAND File Number 71-78-0", Date of Death June 24, 1978 COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate Name SNYDER (LAST NAME) PAUL (FIRST NAME) W (INITIAL) 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 reol 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", and "E". Dated: 21 Uovember 1979 -J;/A4/~ #1/414-1'/1/ INHERITANCE :A.X 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 WIL LS ~ODE ADJUSTMENTS INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule Al $ lK)I- 92+ Personal Property (Schedule BI ')/./, 1/'\/'\ 10+ Jaint-Held Property (Schedule E) 20+ Transfers (Schedule C) 30+ TOTAL GROSS ASSETS C ')["[,, nn Less Debts and Deductions 4(). 93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or '70 annuities.. .... ......... ... ...:== $ PRINCIPLE FACTOR VALUE t= I~ t= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax an $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. TOTAL TAX $ t= Less tax previously paid BALANCE Less 5% 01 tax il pold within 3 months alter death $ $ $ BALANCE OF INHERITANCE TAX DUE Add interest at rote of 6% Irom to AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ $ I I $ $ TOTAL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) BALANCE DUE t=: $ Add interest at rate of 6% from to 48-Adj ustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Successive Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent ~diustm"nts are made to the above computation of tax by the Register of Wills, for proper reason Some should be n~ted below, with short explanation. ' ') / - 7- (:- ;,; ~ :? ,/1, U jj .J Will '\ Administration) No. Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased La te of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL REV-5IB (3..79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investilllltion Division NOTICE OF FILING OF APPRAISEMENT MarieM. Snyder 448 N. College St. Carlisle. PA (Executor or Administrator) In Re: Estate of PaulW. Snyder ("l"",'h9"n1 ::lIn A County - File No. ? 1 _7 R_O 333 Dear You are hereby notified that the Supplemental appraisement in the estate of Paul W. Snyder has been filed in the office of the Register of Wills of Cumberland County on '1 November ,19-29 Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None S244.00 None None 5244.00 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 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 said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L.373. Date 21 November 1979 Signed A./'/ "'".I:' I- rtf'''') 4..,J ) Title f'ni",-F AppT>Ai'::eT> NOTE: This is not a bill, . REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE '1 Nnv~mh~,., COUNTY Cumberland FILE rJO. ZJ.-Z8-0~33 ,Q7q Whereas, Paul W. Snyder late of Carlisle in the County of Cumberland Commonwealth of Pennsylvania, having died on the 24th day of June 19~,seizedandpossessedofanestate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Gloria Richard ,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. DESCRIPTION OF ASSET UNIT AppraIsement VALUES Made for Inheritance Tax Purposes $ , ~..."" ~"T"'T'" None 'P.......son;:o' Property ""44 100 Transfers None ,Tnin1:]v Owned u,,'"'o j'" 'I''''T.Io' ~"'l " nn . . - Have been duly sworn according to law, I do hereb with the law on this ? 1 s 1: day of certify that the above appraisement is made in confolJllity vemner 19 2.:!.. . ) (Number and Street) l-I'hg (Post Office) . Penna. d /- 1:1- S 3 3 .., .Cwnbe.r.l.a.nd.................,.... County _.' ,- .- --- ., ~ ._-- ,.-. .__.-_. --~"~-_.~--_.._~._--. -.;---' - _.~--. --"'"",".";; ...__._.__~_._ ,,___~..~ft.__~_=---""_.<<._,._..~ RESiDENT INHPRITANCE TAX M'Pf:;'.,SEME~rr Esta te of ............ ..... r..9.~.+.. .Y!.... ..9.nX.Q.l'lJ:'....................... Deceased. Late of .... ............ ....Car.lis-le.............. ..................... Date of Death, ........?L~."!.I..?~......................... Appraisement Docket Vol., .......lO........6.?o...... Page,...........J.~~............ No. .....~.................. .................... ~..........,..... ....... .................... ..... .0.. Filed in Register's Office, ....2.1..,UQ.y.-.... 197.9. Amount of tax due, $..,.................................... DEPARTMENT OF REVENUE Received, .... ........... ...... ................ ....... ............. ......................................................................... Examined and Approved,................................. Wrote about Appraisement, ............................. ......................................................................... Appeal from Appraisement, ............................. ......................................................................... Entered and charged, .......................................