HomeMy WebLinkAbout03-01-79
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~RCC-33 (1-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
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RESIDENT DECEDENT
COUNTY OF 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'ltenue, (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
} AFFIDAVIT OF
EXECUTOR
~
Richard E. Barr
(STATE FULL NAME OF DECEDENT)
Late of Mechanicsburg, Cumberland
County
State of
Pennsylvania
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Decedent died
21
(DAY)
, 19-Z8-~eavin9 a last will, c~py of which is hereto attached. }. .
(YEAR) _ , .
June
(MONTH)
Name and address of attorney or }
other authorized repres.enlative 10 whom
all correspondence should be mailed.
Th~ Commonw~alth National Rank
10 S. Market Square, Harrisburg, Pennsylvania
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-A~)
the assets thereof and their fair market value.
That at the time of dea th there was no safe deposit box regis tered in decedent's individual name, or jointly wi th, 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
IN WHICH DECEDENT RENTED A S..FE DEPOSIT BOX
Commonwealth National Bank
Sh;remanstn~J pp.nnsy
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
Richard E. Barr
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules B ' of this return;
wi th the exception' of the following, for the reasons hereinafter set forth:
That Scheclu/e 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 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 of said parcels, the estimated market value thereof
as of date of death of decedent.
;.
That Scheclu/e 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 li~~4ent' s immediate DOS session, 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
gjving .aIs~_separately the accrued int!lrl<st thereon, if any, down to the last interest day prim 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
sa~ings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the Unitea States,
1 1
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time or death;
all wearing apparel, jewelry, silverware, pictures, books, works ,of art, household furniture, horses, carriages,
automobiles; boats, and any aril all other personal chattels of whatsoever. kind or nature, left by decedent,
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 w~atsoever 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 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 inve stment securities owned by the decedent at the time of death, with the.market value there-
of a t such time.
"
In the case of securities of close or family corporations, the values reported are as far 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 {'opy of thl' co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaini.ng to the business as may be pertinent to a fair and ,just appraisal of the decedent's interest
therein must 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 5cl>edule 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 enjoym~~nt at or
after death,,' s~id schedule sets forth the nature and value of such property, to whom trlUlsrer'red, the
relationship of the transferees tei the decedent, the pro;portionate share received by eaGh transferee,an<l"
all other facts of a pertinent nature regarding said transfers. In the case of transfers intender! to
take effect in nossession or eniovrnent at or after death. there is also attarhen to the srhen111e ~
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M.c.'WA'LKER REALTY
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August 17, 1978
Commonwealth National Bank
10 S. Market Sq.
Harrisburg, Pa, 17108
Dear Mr. Dolson:
It Mark Walker d? hereby state that upon the request of the
Commonwealth Nat~ona1 Bank, I have made an investigation and
analysis of the following described property:
306 E. Coover Street, Mechanicsburg (Richard E. Barr)
and that I am of the opinion that on June 21, 1978 the mar-
ket value of the land and improvements thereon was:
$42,000.00 Total
,
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I further state that, to the best of my knowledge and belief,
the evaluation contained in this appraisal is correct. I
have no present or contemplated future interest in the pro-
perty appraised and compensation for making this appraisal
is in no manner contingent upon the value reported. The
physical condition of the improvements described herein was
based on visual inspection. No liability is assumed for the
soundness of structural memebers since no engineering tests
were made of same.
",
;;::E?~d. ·
Mark 1valker, Appraiser
Broker
JVl'iJ/fl
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MEMBER-CENTRAL PENN MUL TI-L1ST. INC.
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REALTOR ·
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Item
No.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
, .
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CO~~fONWE.\LTH 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.O.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 1n said capacity, partnership interests, interest in anyundistributed
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
List and describe fully
UNIT
VALUE
DEPARTMENT VALUATION
(Do not write 1n
this space)
ESTIMATED
MARKF.:I' VALUE
1.
2.
TANGIBL~, 1p.~ltSP~M.'ltOPER TY
Household goods ~ Appraisal attached
Automobile 1976 Buick LaSabre - Sold at
Amway products Sale proceeds
INTANG~~ J~ER5.QNJ\L'TJ>ROPERTY
$232.63 Amway Corp. 6% Series of 1974 due
8/31/81 N.L.
Interest accrued on Item #4
$200.00 Amway Corp. 6% Series of 1973, due
8/31/80 NoL.
Interest accrued on Item #6
$500.00 Amway Corp. 6% Series of 1972, due
8/31/79 N.Lo
Interest accrued on Item #8
$80.00 Amway Corp. 6% Series of 1972, due
8/31/79 NoL.
Interest accrued on Item #10
$1,000.00 Amway Corp. 6% Series of 1971 due
8/31/78 N.L.
Interest accrued on Item #12
$10.00 Amway Corp. 6% Series of 1971 due
8/31/78 .N.Lo
Interest accrued on Item 14
$400.00 Amway Corp. 6% Series of 1971 due
8/31/78 N.L.
Interest accrued on Item 16
Savings Account #2-3462 from First Federal
Savings and Loan Association
Interest accrued on Item 18 to date of death
Checking Account #142-132116-5 with The
Commonwealth National Bank
Checking Account #162-132371 with The
Commonwealth National Bank
Death benefits from National Home Life Assurance
Co. payable to estate
I Proceeds from Nationwide Insuran. ceo Net balance
of insurance proceeds after payoff of
Commonwealth National Bank loan #16-07-26903
Accounts receivable Amway Products
Refund from Byerly Insurance Agents and Brokers,
Inc.
Refund of premium from Blue Cross
Refund cable service from West Shore TV
4.
3.
$ 554.0
3,600.00
1,104.6
5.
6.
7.
8.
i80.00/
9.70
475.0~
24.25
76.0
3.88
/
1,000.00
48.50
10.00/'
.48
400.00/
19.40
32.17/
. .81
264.2~
1,479.3~
Insert this total opposite "Personal Property", Schedule "B" 1n
the "As Reported" column on the last page of this return.
x X $18,917.8
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Pbon<<>~-8838
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a!nl.1!inrry!l.lIimtr
Auctioneer & Appraiser of Real Estate and Personal Property
'Harrisburg's Only Full Time Auctioneer
1919 Brookwood Street
Harrisburg. Pa. 17104
September 12, ~978
To>whom it may concern:
I, the undersigned, appraised the following items in the estate
of Richard Barr, 306 E. Coover St., Mechanicsburg, Pa" to ,the
best of my ability and have no interest in same whatsoever.
Commonwealth National Bank - ~~ecutor
LIVlNUROOM
stereo
tier table
desk and chair
lamp
pictures
odds and ends
.$ 30.00
15.00
25.00
3,,00
5,,00
2.00
KITOlEN
refrigerator
table and chairs
contents of cupboards
50.00
10,,00
5.00
PATIO
lawn furni.ture
5.00
DININGROOM
rug
table and chairs
contents of corner cupboard
stand
3.00
100.00
3,,00
5,,00
BEDROOM
bedroom suit"e
odd~ and ends
100.00
10,,00
.-
.
-~
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-2-
BASEMENT
sewing machine $ 10.00
sofa 2.00
metal tables 2.00
typewriter&stand 8.00 ..
d~sk and chair 20.00
pro lamps 3.00
:file? cabinet 15.00
. checkwriter 3.00
desk larnp 2.00
adding machine 10000
tape recorder 5:QO
small case 5.00
copier 10.00
stand 10.00
TV 5.00
screen 3000
. cedar che s t 20.00
dryer 5.00
dehumidi:fier 10.00
'V assorted hand tools 5.00
:fOlding chairs 10.00
odds and ends 20.00
TOTAL $554..00
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Col$ Harry M. Wimer
Auctioneer and Appraiser
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. Commonwealth J~
National Bank ~
July 27, 1978
Mrs. Lois Copeland
Cedar Cliff Trust
Commonwealth National Bank
Re: Estate of Richard E. Barr
Dear Mrs. Copeland:
In reply to your letter dated July 18, 1978 on the above estate,
the following information is listed below as of June 21, 1978:
Checking Account - #142-132116-5
$264.22 Opened - 2-25-76
Single Account
Checking Account - #162-132371-4
$1,479.39 Opened before - July 24, 1975
Single Account
Statement Savings - #16-0007234-0
$1,924.85 Accrued Interest - $5.54
Opened - May 25, 1977 Joint with Deborah E. Barr
If you have any questions, please feel free to contact us.
~4Y/1
Robert Talalai
Assistant Vice President
and Credit Officer
RT/cg
The CllJlIII1II1IOI1wealth National Bank, 10 South Market Square, Harrisburg, Pa. 17108 (717) 564-9500
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ACCOUNT No.2-
DATE
MEMO
DIVIDEND WITHDRAW~LS
PAYMENTS
BALANCE
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2..
19AUG75 25JUN75
19AUG75
INT '. .
OE~;".';':'
***1.3
*****55.08
**255.00 ****310.08
.,
**221.36 ****531.44
*1 000.00 **1~531~44
# **,,549~03
***13.60 **t,56?63'
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* 1646.7
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2 21OCT75 l:,.:""CI'L...~\
,DA 7NOV75 ' · "'~'....:~~~;~
218 2APR76 ~"lt~it1iit'i*
6 2APR76 .i:;ll~~l' "
:: 2~ 1'3F~677' ,nl!tJi' ~.u
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DESCRIPTION
ACCOUNT i'm,
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7-~ ATT'~,'~~E-~'-C~~~C'~'-!'~"~~~~~~;;L~M~"N~~O~'ACCO~;~B~"~O~~'PLEASE ,DETA-CH B~'FORE n'EPOSITIN~-:-""'
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FIRST FEDERAL SAVINGS AND lOAN ASSOCIATION
OF HARRISBURG, PA. 17108
n:LL YOIIH FRIf:NUS AND NEIGH130RS Af30UT YOUf'l A:;~;OCll\rl()N
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.RCC-36
'COMMOXWEALTH OF PENNSYLVANIA
TRAXSFER INHERITANCE TAX
SCHEDUlE "c"
TRANSFEfiS
RESIDENT DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable 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) in joint ownership? (Answer yes or no) Nn
(3) If the answer .to (1) or (2) above is in the affirmat).ve state:
(a) Age of decedent at time of transfer NLA
(b) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in 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) No
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death? N/A
(~) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact 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 N A
(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) 1\]'n
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, 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 (8) 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) N1A
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, 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
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
"(Dept. Only)
None
C'
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
None
N o-v-L-
RCC4.37 (12-63)
COl\fllONWEAL TH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
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BENEFICIARIES AND ADDRESSES RELATIONSHIP 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 BIRTH
. 1<:1 .<I. i np. Rarr Daughter Yes 9-11-55 Entire e s ta te
101 West Keller Street
"
Mechanicsburg. PA 1701)1)
-
-
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,
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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SUMMARY
Real Property ................. ......................................................... (Sch, "A")
Personal Property..................................... ..... ........................ (Sch. "B")
Transfers ......~........ .................. ................. ..... .......................... (Sch. "e")
Gross Taxable Estate .........~....:-:-.'....
( 1)
(As Reported)
$...
$....................
$...............................
$............................ ....
$........;........................
$..........................
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R.C C-38
RESIDENT DECEDENT
SCHEDULE" E"
JOINTL Y OWNED PROPERTY
eOMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owneri by the decerient jointly
wi th another 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 riate and place of record of instrument ef!ecting vesti ture, 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 Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1. Statement savings #16-0007234-0 with
The Commonweal th Na tional Bank in - the
name of Richard E. Barr and Deborah E.
Barr, daughter. Opened May 25, 1977.
100%
V"
1,924.85
2. Accrued interest on Item #1 to date of
death
100%
,/,,/
5.54
/-
Insert this total opposite "Jointly Owned Property", Schedule "E"l,930.39
in the "As Reported" column on the last page of this return.
\ "\ C\. '?>O . -~lt
-
,-.Commonwealth J~
National Bank ~
July 27, 1978
Mrs. Lois Copeland
Cedar Cliff Trust
Commonwealth National Bank
Re: Estate of Richard E. Barr
Dear Mrs. Copeland:
In reply to your letter dated July 18, 1978 on the above estate,
the following information is listed below as of June 21, 1978:
Checking Account - #142-132116-5
$264.22 Opened - 2-25-76
Single Account
Checking Account - #162-132371-4
$1,479.39 Opened before - July 24, 1975
Single Account
Statement Savings - #16-0007234-0
$1,924.85 Accrued Interest - $5.54
Opened - May 25, 1977 Joint with Deborah E. Barr
If you have any questions, please feel free to contact us.
2~/1
Robert Ta1alai
Assistant Vice President
and Credit Officer
RT/cg
The Commonwealth National Bank, 10 South Market Square, Harrisburg, Pa. 17108 (717) 564-9500
.'
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R EV-518 (8-781
COMMONWEALTH OF PENNSYLV ANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O, BOX 'J970
HARRISBURG
17105
IN YOUR REPLY PL.EA5E
REFER TO
Inheritance Tax Division
NOTICE OF FILiNG OF APPRAISEMENT
Robert P. Conway, VJ.ce President & Tax Manager
The Commonwealth National Bank
10 S. Market Square, Harrisburg, PA
(Executor or Adm ini strator)
In Re: Estate of Richard E. Barr
Cwnber1and
County - Fi Ie No. 21-78-0'37'3
Dear Mr. Conway:
You are hereby notified that the Original
appraisement in the estate of Richard E. Barr
has been fi led in the office of the Register of Wi lis of Cwnber1and
County on April 9 , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
42.000.00
18.917.83
None
1,930.39
$62,848.22
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, ~(,373. (__~ (',__,'
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...< .
Date April 9, 1979 Si gned c~' -'
Title Administrative Officer
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Note: This is not a bi II.
REV-457 (8-78)
~PARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATi: April 9, 1979
COUNTY Cumberland
FILE tw. 21-78-0373
Whereas, Ri chard E. Barr late of Meehan; csburi
in the County of Cumber] and Commonwealth of Pennsylvania, having died on
the ::>lRt day of June 19 ...za., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fuliiniti , 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 lVIade for Inheritance
Tax Purposes
Real Property $ u? --- 1_-
- ~ - 18.917 83
Transfers None
Joint-Held Pronertv 1,930 39
TOTAL ASSETS ith::>.R48 I::>::>
Have been duly sworn according to law, I do hereby cji\tify that the above ap'prai:>~ment is made in conforl1li:tY
with the law on this 9th day of "-~. (; ~_, ~\)-_Q ..~~ ~~~ 19 --.:J:t .
-
(._) Appraiser
Harrisburg
(Number and Street)
(Post Office)
, Penna.