HomeMy WebLinkAbout08-10-78
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT EST A TES ONLY
OF RESIDENT DECEDENTS
U61019_
,
RCC-\03 (3-73)
COUNTY OF
Cumberland
This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine
months after date of death, unless an extension is granted by the Secretary of Revenue.
19___ I,Rena L. Burkholder
(NAME)
rMiSa sh~
~ duly sworn according to law, deposes and says thao4oo IS the
~NO'
of the estate of
Samuel J. Burkholder
of R. D. 4, Box Qfl, Newville. PA
(ADDRESS) 17241
surviving spouse
(EXEC" ADM., LEGATEE, ETC,)
late of West Pennsboro Township
(CITY, BOROUGH, OR TOWNSHIP)
deceased, and that the whole of the estate of said decedent, who died on
May 29, 1978
(DATE)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
~ ';Z~~
(SIGNATURE)
Surviving Spouse
( TITLEI
Type of Asse
Rea I Estate, P rs.
Property, Jointly
Held Prop. or
Transfers
(Attach additional sheets if necessary)
Description of Asset
Estimated
Market
Value
Department
Va luation
CAUTION
(Do not write
in this 5 ee)
Pers. Prop. 37 Sh. UGI, Com. @ $19.75 per share
50 Sh. Delta Trend Fund, Inc., Com.
@ $6.00 per share
Tenants by 4 Sh. Dauphin Deposit Trust Co., Com.
the Entiretie 29 Sh. General Acceptance Corp. 6.50
Series Com. Pfd.
8 Sh. U.G.I. Corp., Com.
730.75
,,/
? Ja, 7)
'3 Oa, () ()
300.00
TOTALS
1030.75
-
I; (F}O, 7)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregOing1hedUle at the values se~ for. opposite each item in
, 'f/'
the las t column to the right. , .A _ ( /"
In ~Cl 7<~ ,. f'-4'" -, ~~
Dated: (/.-'-:J 6 (INHERITANCE TAX APPRAISER)
Name of Payee DEBTS AND DEDUCTIONS Amount Amount Approved
Nature of Claim C loimed by Register
Rena L. Burkholder FamilyExemption 2000.00
G. Book Roth Funeral Services 1801. 00
Home
Register of Wills Filing RCC-103 3.00
KnX~JXi.K:I 3.00
Shirley W. Ahlers Notary Fee
James R. Humer Attorney Fee 50.00
TOTALS 3857.00 "3 8 ~~'l JJ1.
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount
in the last column to the right, which greater or lesser amount represents the sum l!owed as a de due n.
Date of APproval:~. .;(~ 197('
::s'.:?_d!<~
-21-7~ -
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I
Will }
Administration
No.
Year
IN THE
MATTER OF TIlE APPRAISEMENT
OF THE
ESTATE OF
(DECEASED)
Late of
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
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.".
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f,
t!
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Rcc-al (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
IN YOUR REPL Y PLEASE
REFER TO
*'
Inheritance Tax Division
NOTICE OF FILING or APPRAISEMENT
lleDa L. Burkholder
Il.D. 4 Box 96
w..lll. . ,.......
(Executor or Administrator)
In Re: Estate of
18\1,.1 J. Burkbold.r
l!l_'"-1 And
County - Fi Ie No.
21-711-OA15
Dear
You are hereby notified that the Tft_:t"ant:
appraisement in the estate of ___.1 J. Burk""'lder
has been filed in the office of the Register of Wills of l!l...ar'.....
County on 23 Oct.obar , 19ZL-, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
Hoa.e
1.030.75
RoDe
Noa.e
1.030.75
As to such tax that is paid within three months from dote 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 os provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date 23 October 78 Signed ,-)/(.:.:1./, X, .vikt ,v~.
Title
fId.f A1>>Pni...
Note: This is not a bi II.