HomeMy WebLinkAbout07-13-79 (2)
r91' ) K' - ~-5 -5'6
'1/13/17
RCC-33 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*'
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 Re1tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Cumberland
} AFFIDAVIT OF
EXECUTOR
X~J4~~
IN THE MATTER OF THE EST A TE OF
GR~CF. E HACKETT
(STATE FULL NAME OF DECEDENT)
Late of
County
State of
Pennsylvania
County of
Cumberland
},
~~
Dorothy Baez
of the estate of the above-named decedent being duly sworn, depose S
Executor
and say S
Decedent died
April
10
(MONTH)
Name and address of attorney or }
other authorized repres,entative to whom
all correspondence should be mailed.
(DAY)
, 19~{testate leavi~g a last will, copy of which is hereto attached. }
(YEAR) ~tXtK
McCREA & DAVIS, John McCrea III,
22 South High St., Newville, PA 17241
'fhat as suc'h Executrix deponent I'S f 1 th th ff f d t t d th t "
. ami iar wi e a airs 0 sai es a e an e proper y constItuting
( EXECUTOR-ADMINISTRATOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box 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: -
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
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception-of the following, for the reasons hereinafter set forth: None
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detai 1 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 s till 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 Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
whe:resover 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
gi ving al so separately the accrued interes t thereon, if any, down to the last in teres t 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
s av ings, treasury certificates or note s and other evidence of indebtednes s of the United Sta te s to the de-
cedent; 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 foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, 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 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 whatsoever 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 investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of' securities of' close or f'amily corporations, the values reported are as f'ar as
possible substantiated by f'inancial statements of' the corporations, showing the assets and liabili ties
thereof as of' the date of' death. The schedule also sets f'orth 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, f'inancial statements showing the assets and liabilities of said co-partnership or h .
USlness.
A copy of the 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
pertaining 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 f'orth 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
af'ter 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 transf'ers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule 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 pa~ses 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 instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof' sets f'orth 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, their relationship, 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 beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and t.he 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 "estiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof' sets forth f'ully and in detail all debts
and deductions claimed for and on behalf' of' this decedent's estate, including t'Uneral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and ~ldiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of' the death of the decedent; debts and claims owing and unpaid at time of'
death; taxes accrued chargeable f'or period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if' any. It is agreed that the fiduciary will present proof' of' said claimed obligations upon re-
quest, that if' the amount actually paid in settlement of' any f'ee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
..l;)-tl' day of.. .~. ' .(f-- ...... 1917
........................7J.~)'.~.., .......l...&1t:~'it:c: . ..................
. SUSA~ J. fIOVrW:. I otary Public
NeWVille, C'm~ucrlcnd Cc., Pa.
My Comrnlssion Expires Sept. 6, 1982
.~g~'8'
......I??E.?..~X.....~.~.~.~........~..~..............................
(Executor-Alim~~)
.. ....I3:~.P...d.?.t......!3...~~......~.?..?................................................................
(Street Number)
. . ...(:::gr..li.S..Je...f......P..A........J7..Q.J,J............
(City or Town and State)
NOTE: Before signing af'fidavit make sure all blank spaces in tl1e affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of' close or f'amily corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. A.lso make
certain that column #1 in the "Summary" has been properly completed as above-directed.
I'lC C.3.. (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
Real praperty in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
cres; olIO statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ar.
to be listed on Schedule "F" and must not b. deducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VALUE
Real Estate situate in Penn Township,
cumberland County, Pennsylvania
1/.; (. ~. (;, (, (1
ji~/
(.(
). " . j,' "f
, '! . " i ~ i./.:: ',...'t- /..... ~f
c ') c: (\ () lL-A.a~ ,/ . ~ J7:'i/~f[..\
.~,""t7V"V. V 0" IX
".\ / ).:. / ';"\ ~~
/" ,1 '.'"
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
$26, 000. oO~~iOD
RCC -35
J1Esm:~;< L DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
.~
/j.. .!~ :'. ~
.,' . ~
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
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, ami 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 in said capacity, partnership interests, interest in anyundistributed
es tate 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 schemlle.
I tern
NO.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Proceeds from life insurance policy
with Ohio National Life Insurance Co.
Policy # 337402
$1,502.42
Proceeds from life insurance policy
with New York Life Insurance Co.
policy#27-090-877
death claim #607-600
$1,547.90
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of thls return.
x X $3,050.32
oS 05D. 3~
,
RC'C- )!,
CUM\j(l\','{t:,\ UIi UF l'E\\SYL\'A\1 i\
Tl{A\St'FI{ T\IWl{IT>''\n: TAX
S CH ;'T)!iLI': II c II
T1n\''-:Ff':nS
~~
~~' t
~ i;:;~~/ 1'.1.
I"' i, ,',. .',,: ___--;.~',t- _ .l'
" /.,~;?~
"-:'i,'..~r'''li:-;,L;'-~~':';.t..:
i;ES rD1-:\T !)1'('1'11F\T
(1) Die! (lecedent, within two years of death, make any Ll'ltI1sf'er of' any materiJll part of his estate. without
receiving a valuable aEd adequi1te considprntion then>for? (Answer yes 01' nol__..llQ...__ '
(2) Did ,jpcedent, within two years of death, transfer property from hims.,lf to himself and Ilnothel' 0"
(,thers (inclwiing il spouse) in joint ownership? (Answer yes or nol----fl:e-___
(3) II' the answer to (1) or (2) ahove is in the af'fi rmative state:
(a) Age of decedent at time of transfer __'__
(b) State of decedent's health at time of mil,king the transfer. (Note 1).
(c) Cause of decedent's de:lth. (Note 1).
(4) Did rlecedent, in his I ifetime, make any transfel' of property wi thout receiving a valuable or adequate
consi dera tion t herefo r wh ich was to take effec t in possess ion 0 I' enj oymer tat 0 I' [,fter hi s dpath?
(Answer yes or no) no
(a) Was there any j)ossibili ty that the property transferred might return to transf'erer or his
estate or be subj~~ct to his power of disposition? (/\nswer yes or no)
(b) Wh;tt was the transferee's age at tIme of decedent's death?
('")) OJ d de(~e,ient in his] i fetime make any transfer without receiving a valuable awl adequate consideration
therefor UJ1,ler which transferor expressly or impliedly reserves for his life or any period which does
not in fact end \lefore his death:
(a) The possession or er'joyment of or thl? right to income from th(' property tnulsferred?
(Answer yes or no) no
(b) The right to designate the persons who shall possess cr enjoy the pl'opel'ty transf'erred or
income therefrom? (Answer yes or no) no
(G) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone ()r others
(7) Did (Ieccrjent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the herlefit of care of tl'aLsferor? (Answer yes or no) no
(8) Did rlecedent, at any time, transfer property, the brmeficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which cOllld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) no
(9) If the answer to (8) ahove L.; in the affirmative, was the power to alter, amend, or revoke the inter-
est of the bereficiary reservpd in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The anSwers to these questions should be supported by affidavit by the attending physician as
well as a copy of the rleath cer-ti ficate.
1\01'1<: 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 v'bom trflnsf'erre'l, with
relationship of' transferees to (lecedent, if any. Submit copy of any trust deed or instrument, 1.f tra:os-
fers are claimed to be non-taxable, also submit detaile<t statement of' facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, H, or E.
ITEM
l1ESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VAU!AT',ON
(Dept. anI y)
none
Insert this totJll opposite "Transfers", Schedule "C" in the
"As Reported" column on the last p:~ge of this return.
N.Dtu ~
~L.!II"_ll!l>.~""';,"","
LAST WILL AND TESTAMENT
I, Grace E. Hackett, a resident of Penn Township, Cumberland
. County, Pennsylvania, being of sound mind and memory, do aake,
publish and declare this to be my Last Will and Testament, hereby
revoking any and all Wills by me heretofore made.
.
-,
"'I;i .,
FIlt!T: t di.rect my Executor hereinafter named to p.T;'alti~;~:\,~
my just debts and funeral expenses as soon as may be conveniently
done after my decease.
SECOND: I give, devise and bequeath all my estate, be it
real, personal or mixed, to my two childre~, John Godman and
,Dorothy"'Baezor their heIrs, equally, share and share alike. t.
',their.properuse and behoof. forever.
THlltJ)~ I hereby nominat.. constitute and appoint John
Godlllanto be the Executor of tqts my Last Will and Testament.
. In the event he is unable to serve for any reason whatsoever,
then IpoJllute, constitute alldappoint Dorothy Baez to be the
successor Executrix.
.~.: .
.... .~,':':; ,:~., . .
\'.
IN' WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament, written on one (1) sheet of
paper, dated this 19!J... day of ~ ,1974.
,..
. 2..tA - . -# fv -I /c~-~~.i;c-z;/- (SEAL)
C;~~ HaCKett
This instrument was by the Testatrix, Grace E. Hackett, on
the date hereof, signed, published and declared by her to be her
Last Will and Testament, in our presence, who at her request and
in her presence and in the presence of each other, we believing
her to be of sound mind and memory, have hereunto subscribed our
names as witnesses.
Mc'cRfA & McCREA
Ano..'YI AT LAw
....ILLI & 8MIPrIMSlU..
PIUll.
/f///V'.lv I~ ./fc.t /'.____~
. -- ~ .... T .~.~.
j)tJZl//1~ 'd? ~a ~
. ,
.~~ .
.'t : 1 ' 'J:.' ",. ~.'~~"
. ~
-
__ m)". .-.........~~. ..'.;o::......~_.,'--~~-~'_'-'~;;.. ....~~~''''~~,.~'''';'':':7-~;r;;.-.....'":~~~1Rt......-.-..-. .11iQIicl~:'IQIIlIif w-..~_.......~~>;;l ..~.J~_.~l~..._ ~,,~__.~..
..........,:0.,
RCC-37 (12-f.3)
CO!lll\lO~\\'EALTIl OF l'E?\:\SYYL.\NlA
TRANSFER lNHERlTA!'\CE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BE1\EFl ClARI ES
I RELATIONSHIP
~ BENEFICIARIES AND ADDRESSES (If step-children or
\:state full names and addresses of all who illegitimate children
have an interest. vested, cant ingent or other- are involved, set
wise, in estate) forth this fact.)
SURVIVED
DECEDENT
STA TE YES
OR NO
DATE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
Dornrhy BrlE" 7-
R.D.#5, Box 382
Carlisle. PA 17013
daughter
I
T
!
yes
i sui juris
one-half
John Godman
5120 North Comac St.
Philadelphia. PA 18141
son
yes
sui iuris
one-half
Oeronent ~lrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
-- --
B ::
~<*
t):: c::
'2 al E
.- Q; ~
E-'O
'0 0. c.J
~ g:
8"'''g
=~~
c.J ~ c
alEo.
~ al
~ p:;
Real Property qq..... ...q. .q. .
Personal Property
Transfers
SUMMARY
. .(Sch. "A")
.. (Sch. "B")
. . .. . .. . (Sch. "C")
( 1 )
(As Reported)
$26,000.00
$3., 0:5()~ 32
$. none
$
$
$~.9. ,o.?O.~ 3 2
( :2 ')
(As DekrrniJ]ed)
$
$
$
S
$
$
Gross Taxable Estate .
00:
t': t-
Z 'l:l
al
... ~ rJl
ro -- .<"J ,.,J
Q.) ..,.. Q)
>< c.J <
~ E-i Q)
(f) E-i Q P4 Vl
00 -
..... r:<:I 'r-l <
00. <:
('I") a:: ~ ~ .c: ro .~ cr::
I ~ CJ UJ s::: >:: =-
~ 0 F:t:. s::: nj ~ =-
....-l I>.l <: I>.l ::r:. ~: r-I ...2: <
N :t: :t: ~ ~,
f-o ~ f-o [-; 0 l-I '" Q
H <I.l >::
0 ~ :r: ~ <: r:<:I ~ ,.. Z
0 [-; c:;
Z [-; (f) s::: ~ ~
~ ~ r:<:I s::: "'" r-
---"-' 0 CJ <I.l CJ 0
~ P-l ..c cr::
>:: a:: ..... 0
.S ~ t!J ,.. =-
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<:"j E-< "'" :.. cr::
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R C C-3B
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEAL TH 0 F PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRlJCTIONS: This schedule must disclose all property, real and personal, owned by the decedent 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", pllis the date and place of record of instrument effecting vestiture, 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
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
none
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
t\.\Df\t.,
Rc V-484 (8-78)
County, Number and Name 21-78-0388
File Nu~ber 21-78-0388
Dnte of Death April 10, 1978
2stote Name Hackett Grace
SUMMARY
(L.AST NAME)
(FIRST NAME)
E.
(INITIAL)
COMMONWEAL TH OF P ENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERITANCE TAX APPRAISER
I, 1~he undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
P enns yl van ia, do respectfu lIy report that I have apprai sed the real and persona I property as reported in the foregoing return at
the v"llues set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
../
.J
00':.+ .___. August 31, 1979
", ..--1/2 i/LU ./~ )
'-...:.. t<-- ,(. , \;.l fr7.....t..
INHERlfANCE TAX APPRAISER
.-
REPORT OF THE REGISTER OF W!LLS
'!~0 undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fu i ii '",port that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser an.:)unt is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
011,).,.",.1 'H 0 deduction.
DOH,d:
REGISTER OF WILLS
~l';'JEN
u_ .- -
ITORiiUl ,.(J {i7, V~UE,~.AJ!fBAI~O/"L bODE ADJUSTMENTS
(HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
if '1 /-!i~i '" ~ -^
u12A) J~/);~' '. . 0 00+ 92+
chcdule { ; ''''lX ~ 050 12 10+
{Schedule E) ,;:J none 20+
Cl .' none 30+
ASSETS / ~ D!) ~ ~'tl M ^ ~ ^ '\"
ctions 40- 93-
)
ESTATE
flea; Fi'O:_~-~-;~~;:V i(S(:hed
Persm,';i ,JpJrty (S
, ~~nt~:-:'::,'d ?ropsrty
fransf']r::: (Schedule
TOT/\L GROSS
Less Debts and Dedu
(SCHEDULE F
CLEAR VALUE OF
t=
CODE
I
Volue"'m of life estates or
~
"
PRINCIPLE
I
j
1-
FACTOR
VALUE
annui'.<2:!:i"~Il!" t .,.11 ....... ......_ $
ESTATE TAX ASSESSMENTS _ $
CODE
2% $
6% $
15% $
$
$
*
$
$ 1=
$
$
COMPUTATION OF TAX
FOR.~L,C;EL9J: REGISTER ONLY
Tax on :;;
Tax on $
Tax 0(1 ~~-
Tax CCl f- __'
Tax or, $
Exemp1ions
T ota i E ,;tate
TOTAL TAX
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
l.ess tax previously paid
BALANCE
Less 5% ,,! 'CD if paid within
3 mordhs ~f1er death
F INHERITANCE TAX DUE
$,
~o~'e of 6% from
$
l,!I,O; - J= ESTATE TAX ASSESSED $
E::;,:o'< ('0id $
$
$
TOT AL TAX BALANCE $
PAID $
tJ..c",'
BALANCE DUE
,f 6% from
'i':J
SUPP;';:;:'l\U! Codes: (FOR USE !N HARRISBURG ONLY)
48~:' t ~tment
49 +p,d ~ ':J S. trrient
5t-"lIr'liv:,tl
6O-Life Estate
9 2+Rema i nder Apprai sal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-$uccessive
Life Estate
ADJUSTMENl'S
r
USE OF REGISTER ONLY
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason
same should be noted below, wHlh short expianc:tion. '
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
Investigation Division
NOTICE OF FI LING OF APPRAISEMENT
Dorothy Baez
R.D. 5, Box 382
Carlisle, FA 17013
(Executor or Administrator)
In Re: Estate of
Grace E. Hackett
Cumberland
County - File No. 21-78-0388
Dear Ms. Baez:
You are hereby notified that the original
appraisement in the estate of Grace E. Hackett
has been filed in the office of the Register of Wills of
County on August 31 ,19-12... Sa.id app.ra).sement re.f.lects,the fgllowing ~qlt~~s:/,\ /.; *~_.
I C, l' 7~'..1.; 1-- ((..{:,.):<~( l.- -; J:I..I.- )t.p(. .fUt. L ./;1( I S \,
~,OOO.ocr '
3.050.32
Real Estate
Personal Property
Transfers
Jointly Owned
Total
none
~2 /~ (-;J. ':> IB'"!
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
August 31, 1979
Signed 'd;Z/l.-<.i u::Lt~ t. {,')L(j
Title Appraiser
NOTE: This is not a bill.
REV-457 ('3-7,9)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
August 31, 1979
"..,_........,.__-"'_'"<"""'.""""""r _
Cumberland
-~"""-"":"'"''''---'>''.~
21-78-0388
COUNTY
FILE NO.
Whereas, Grace E. Hackett late of Penn Township
in the County of Cumberland Commomllealth of Pennsylvania,
the 10th day of Anril 19 ~ , seized and possessE'd
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra L. Stone , an appraiser duly appointed ac;
having been designated to make a fair and conscionable appraisement the said estate, and to assess ane' fj;
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 possessior1 or er.jcYT~en1: to col1<..l:er2i 11...::rrs of the decederlt 31tE
of any estate for life or for years, the Commonwealth hereby expreSSly reserves the riqht to apora~5e :]nG assess tr,>!l'jfet inhetitance taxe'i a-:
rate on any such future interest.
..'............._".....--'.--..-.,_.,........~.......
DESCRIPTION OF ASSET UNIT n, _'~ " 'cl :sr
VALUES t, : nr
I b.'),} ~ < ~)'~' f,j
L ;:;
, Ij ,,~~-~
,(, "'-~n' I), !
Real Estate ( tt -",\ K7-(' ,/ I
:" J 1/ . l, . -2 .
: ..J' ( ',u' !1--~
I'
Personal Property I ,.l- ' Ii 3,050,
, " I:
Transfers i n none
- --..---,..............-"'-', j Ii ,_,,_""""'-~--"-'.'
!'
~ .
Jointly Owned n none
t1
I P /t!. , -'
.(,.,?t.-'>
- ;'t J ""-,
Total Assets Ii ' -~-;&50-
;1 .-
n
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i ~ ~
I :i
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:>t--.-...
i ,
I , ,
~ i
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~ ;
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i h
L
, !
I Ii -""',-< ."
I
I
j 01
.--~.~,...,.,..,~."-,-_.---~........._~".,..,.._"'---~---...,. h--- 'jw...>'" -.
I H------
_. 'i
--l'-------------
I
....~~...-~-~.~--~~ .~~---~~-""'., _.--'-~..._--...".,..\.----~---~
~--,-'-"'..,~---.~."'~.,-~~---'_.-"~----)-. :
ri~'^.....~
I ~ "
'J...t--,.__............ .-,~..~
l 1
,
~.~...,_"."f""~"..._
.-r;cnt
'rq:ance
s ,-~S
---
,,5:;L .!
00-- :
-.,
32
~~~-
:3"Z-
-I
I
I
I ,",.-------- .
t- t :. ---.-
!
'''':":-'
tr"'.
"
"..~-~.,...,_._-~--
q
'I
1.:...-___" ,,___
Have been duly sworn according to law, I do hereby certify that the above appr~isement is made in
with the law on this 31st day of August~ ," "
(' _ _ j /tfl.A t.u I.... ',...,2/), ." .J
, , '
?~(L .~..
(:\Jurnber ::::(I,j Street)
Harrishllre
COost ') ffice)