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HomeMy WebLinkAbout05-07-80 S-7-f"O "orm No. REV-464 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000 UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1,1962. (FILE IN DUPLICATE WITH COpy OF WILL ATTACHED) , : I ~ / J/ :, t' ::;' ~~if~i. i't. ;d.t i~- OFFICE OF THE REGISTER OF WillS W: . . 1<>." . .Y-' County of Cumberland Edward P. Carey (Name) of Harrisburg, PA being duly sworn according to law, deposes and says that he is the (Address) Petitioner (Exec., Adm., Legatee, Etc) whose last residence was Cumberland County Home (No) (Street) of the estate of Mariii DiBlasi CArlisle, PA (City, Borough or Township) deceased, and that the whole of the estate of said decedent, who died 6/18/75 (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROP- ERTY HELD .o.s JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Personal Property Conserved Social Securitv <::" ""'7,1 A 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 owned by the decedent as of the date of death. Such letters must be signed by a responsible of- ficer of the financial institution or 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. Boyer Printing, Lebanon, Pa iO-/7'1-.-f Estimated Jointly Held Property Value Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered in decedent's 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 RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-mother or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have an illegitimate children STATE YES ANNUIT ANTS BENEFI CIAR Y interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT T);rlnrl G ~. Ir< .__-"-"_ . .. n 525 Wilson St. ,.( Car1.1S1.e, FA 1./U1.3 Bettina C:o;rlol - - . Voc;, U'"';~ - -.J 441 Appletree Road Camp Hill, PA 17011 Tiffany DiBlasi Granddaughter Yes - Heir 227 Goldenrod Lane (West Brook Apts. ) Rochester, New York 14623 RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List firs!! five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN Register Only Gibson Funeral Home Funeral expenses paid s s Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses* Counsel fees* Fiduciary Commission. OTHER DEBTS AND CLAIMS (*) See Note below Cumberland County Register of Wills iJing Fees 13 Harrisburg State Hospital are and Maintenance 1,819 6 Total 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 or less than the '". estimated amount claimed and allowed. (. .." ) JC.I . . . . . . . . . . ., . . . .. ua~1 of. . . . .~ '/~;'~~' . . . . . . . . . . . , 19': . . : . . \ ); 7 ' ) {(iJ-'Vl..-Z-rfr \. /U-<c:/".-t. ~ c'c- . . . . . . iWv '(:"'~~:~" ~.~r FU?MO. . . .. ......................... .':'~";: Expires February II 1982 Havin;: been duly sworn at~ " ,/. " ? .~.,.(.1 .4 '\ ; ,.;' , ''''''''' ' . ' . .. .. .....~.. ..... ~~7;~~t~~~~.;.. .. ...... .. .. .. .. Edward P. Carey, Esquire A.s5.i stant. .Atto.rne~. .Gen.er.aJ...................... Office of Legal eBU~~~r) Department of Public Welfare 323 Health & Welfare Building Harrlsnur'g'," PA '(ci,~ "'~T'o'w'n';n'd'SI~;e')" .1'11:2'0........... I ,- Subscribed and sworn to before me this. . . . . . t.,,~ .~ . . . . . . . . . . . . . . law, I do hereby certify that the above appraisement is made in conformity with law on this . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . day of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . . , 19 Appraiser 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 an;y 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. Date:......................................................... . Register of Wills REV.484 EX+ (3-80) File Number Estate Name _ Date of Death Soci,.l 5""curi'v Nllmber SUPPLEMENTAL INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-78-0385 DiBLASI, Maria 06/18/75 REPORT OF INHERITANCE TAX APPRAISER Cumberland I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of PennsylvCllnia, 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", and "E" Dated: June 5, 1980 ,,/, . . /J.... J 'l .,.; l ....( { , ,", ~ ....~ { INHERITANCE TAX APPRAISER It-lVENTORY Real Prapelrty (Schedule A) Personal Pl'operty (Schedule B) Joint.Held Property (Schedule E) Transfers (Schedule C) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation olf life estates or annuities. . . . . . . . . . . . . . ADJUSTMENTS REMAINDER APPRAISEMENT CODE VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) $ None 00+ 9Z+ 2,774 '4.5 10+ None 20+ None 30+ 2,774 45 --. 40- 93- RATE FACTOR PRINCIPLE VALUE CODE FOR USE elF REGISTER ONLY CODE COMPUTATION OF TAX $ $ $ $ $ T ax on $ 6% T ax on $ 15% T ax on $ _ Tax on $ _ T ax on $ Exemptions Total EstatE' Less Credits INTEREST DATE OF PAYMENT AMOUNT PAID DISCOUNT $ + $ $ :;: + :;: BALANCE $ INTEREST FROM TO __ $ BALANCE DUE $ TOTAL TAX INTEREST FROM BALANCE $ $ $ TO TAX CREDIT $ REV-SIB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Edward P. Carey, Assistant Attorney General Office of Legal Counsel, Dept. of Public Welfare 323 Health & Welfare Building Harrisburg, PA 17120 (Executor or Administrator) In Re: Estate of Maria DiBlasi Cumberland County - File No. 21-78-0385 Dear Mr. Carey: You are hereby notified that the supplemental appraisement in the estate of Maria DiBlasi has been filed in the office of the Register of Wills of Cumberland County on June 5 , 19 80. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 2,774.45 None None $2,774.45 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 June 5, 1980 Signed ".~ ,:'~ f / Title Chief Appraiser NOTE: This is not a bill. SUPPLEMENTAL REV-457 (1-80) COMMONWEAI.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT Estate of DiBLASI, Maria File No. 21-78-0385 County_ Cumberland Date of Death 06/18/75 In the eVI!nt that any future interllst in this llstate is transfllrrlld in pOSSllssion or enjoymllnt to collatllral heirs of thll declldllnt aftllt the llxpinition of allY estate for Iif,! or for Yll8rs, the Commonwll8lth hllrllby expressly rllS8rves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED V ALUf 1. TOTAL RI::AL PROPERTY - SCHEDULE "A" None 2. TOTAL PE:RSONAL PROPERTY - SCHEDULE "B" 2,774.45 3. TOTAL TRANSFERS - SCHEDULE "c" None 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None TOTAL REPORTED PROPERTYl 2,774.45 ~~ PROPEHTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 2,774.45 LIFE ESTATE OR ANNUITY CALCULATION - I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. I':~.f.(. ,,"~( .i i l ~./ j 06/05/80