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HomeMy WebLinkAbout02-22-79 .' . RCC-33 (~"73) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS _~/- 7P-O/f-/t. ~ .2-..;.-71 ..... RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPORT ANT: 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'lenue. (Section 703 of the Inheritance and Estate Tax Act of 196J.) Late of Cumberland } AFFIDAVIT OF EXECUTOR JlIlDUnll~ County IN THE MATTER OF THE EST ATE OF Clyde R. Wallet, Sr. (STATE FULL NAME OF DECEDENT) County of Cumberland Clyde R. Wallet. Jr. } 55: State of ppnn<:yl v"ni " Executor ~ of the estate of the above-nomed decedent being duly sworn, depose S and cay S (DAY) , 19~{testate leaving a last will, copy of which is hereto attaChed..} ( YEA R) i1l!XHDl7X Decedent died May (MONTH) Name and address of attorney or } other authorized repres.entative to whom all corres.pondence should be mailed. 21 Robert E. Yetter, Esquire, Metzger, Wickersham, Knauss & Erb P. O. Box 93, Harrisburg, PA 17108 That as such PXPC'lltcor deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR.AOMINIST RA TO R) 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Dauphin Deposit Bank WP<:t ~horp Pl,,7." T~mnynpJ. ppnn~yl'\T;=tni Thllt 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: of this return, That Schedule 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 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 pos ses sion, 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 interes t thereon, if any, down to the last interest day prilOT 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 indebtedness of the United States 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 promis sory note s 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 or securities or close or ramily corporations, the values reported are as rar as possible substantiated by financial statements or the corporations, showing the assets and liabilities thereof as of the date or death. The schedule also sets rorth the interest of decedent at the time or 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 Qusiness. A copy or the co-partnership agreement, (if oral, a statement setting rorth the nature or tne agreement) together with a statement setting forth the character of the business, its location, and such other racts pertaining to the business as may be pertinent to a rair and just appraisal or the decedent's interest therein must be submitted. It should also set rorth in itemized form, together with the rair market value thereor, any other property owned or bequeathed by the decedent at the time or death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case or transrers orproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take erfect in possession or enjoyment at or arter death, said schedule sets rorth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transreree and all other facts of a pertinent nature regarding said transfers. In the case of transrers intended to take errect in possession or enjoyment at or arter death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. There is also set rorth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue or the exercise by decedent, either individually, orjointly with another, or any power or appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy or the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses or all persons beneficially interested in this estate at the time or decedent's death, the nature of their res- pective interests, their relationship, ir any, to the decedent, together with the ages at the time or decedent's death of all minors, annuitants and benericiaries ror lire under decedent's Will. It also contains a statement showing which or the beneficiaries named in the decedent's will, ir 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 hereor sets rorth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name or the decedent and others, plus the date and place or record of instruments effecting the vestiture or real estate and the date of acquisition of personalty, plus the name, address and relationship, ir any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed ror and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration or this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence or the death or the decedent; debts and claims owing and unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 601 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged ror obliga- tions, ir any. It is agreed that the riduciary will present proor or said claimed obligations upon re- quest, that ir the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register or Wills, and that the amount or tax assessed can be reassessed in accordance therewith. That the totals or the appropriate columns in Schedules "A", "B", "CO, "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .....,........................... ..........,....._If;!;d. .. day o~ .....J.flifI,.t1.~:a.ad.q.c1... 19..7..2....... -4,lJt~ My Co',,:::'_, Harrisbut.. Pa. .o,_y 5, 1981 D;;uphin County NOTE: Berore signing affidavit make sure all blank spaces in the arridavit and schedules annexed are rilled in with details or the word "None", and in case the assets include rare and unlisted securities, securities or close or ramily 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. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. .....~ .~.' '.~.:......~......~ l. \..:'..~.~..: ~..............................._.......__... C1Yde~%eC'Ut~) Wollet, Jr. 61 Ninth Street ..,......,...............................-............................................................................................ (Street Number) Lemoyne, PA 17043 ..................................................,............,................................ (City or Town and Sto.te) : RC C-34 14-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECI!DENT SCHEDULE "A" REAL PROPERTY *' Real property 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 I" the Commort_alth of Penuylvanla ehauld be (1) (2) (3) d..crlbed by lot and block number, street and etreet number, together with DEPARTMENT a general deecrlptlon of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm etate number of a- P'OR YEAR OP' ESTIMAUD CAUTION cr..; alao etatement of mortgage encumbrancee upon eoch porcel at death DECEDENT'S MARKET VALUE (Do not writ. of decedent. Tax.., a.....m.nt., accrued Int.,..t on mortgage., .tc.,ar. DEATH In this epoca) to b. listed on Schedule "F" and muet not be deducted from this schedule. None None None ~ 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. None None RCC-35 COMMONWEALTH 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 or 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 or 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 ract that they are not or the administered estat~ Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household goods, and rurnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bands, treasury certiricates, cash on hand and in bank, stocks, mortg~ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or riduciary in said capacity, partnership interests, interest in anyundistributed estate or or income rrom any property held in trust under the will or agreement or another, even though located outside or the State, at the time or death, should be listed in this schedule. Item NO. ITEM List and describe rully UNIT V ALOE ESTIIdATED MARKET V ALOE DEPARTMENT VALUATION (Do not write in this space) 1. Cash on person ./ $127 .S~ 2. 1969 Chevrolet, station wagon, Seriel No. 166469T042814 ,,--/ 150.00/ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" colunm on the last page or this return. x X $277.53'/12.. 11.53 -' 'RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFEIlS '* RESIDE~T DECEDENT (1) Did decedent, wi thin two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) Ye$ (2) Did decedent, within two years of death, transfer proper~y from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affir~~tive state: (a) Age of decedent at time of transfer I (b) State of decedent's heal th 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)--E2_ (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/~ (~) 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 pos'session or enjoyment of or the right to income from th~' property transferred? (Answer yes or no) Nn (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yee or no) No (6) If the answer to (~) (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) No (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) n a 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. ITE~I DESCRIPT ION MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) 1. House and lot situate at 61 Ninth Street, Lemoyne, Pennsylvania, 40' x 95', transfered from decedent to Clyde R. Wollet, Jr., by deed dated 4/30/1977, recorded 5/16/1977 in Cumberland Coun~ Deed Book E-27-126. Assessed value $4,140.00vr / $16,560.00V Insert this total opposite "Transfers", Schedule "CO in the "As Reported" column on the last page of this return. $16,560.00"/ t b) S (.;, 0 . () 0 ~- flCC-37 '(12-63) . . COllllIWNWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES 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 aye an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Clyde R. Wollet, Jr. son yes adult one-half 61 Ninth Street Lemoyne, PA 17043 Mrs. Lola B. Baldwin daughter yes adult one-half . 5880 Louis Drive North Olmsted, Ohio 44070 . " Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration ~ No. Year ..' Dl THE \IA TTER OF THE APPRAISEMENT OF THE ESTATE OF .. Glyde.R....Wo.l1.et.,.. Sr... Deceased Late of . . B.orough.of.Lemoyne.. County of Cumberland Commonwealth of Pennsylvania REPORT AND APPRAISAL Robert E. Yetter, Esquire }ffiTZGER, WICKERSHAM, KNAUSS & ERB P. O. Box 93 Harrisburg, PA 17108 (Executor-Administrator must complete "As Reported" column #1.) o .., o '" '" :'-< ~ "'0 " :0 '"'I (C Cb :j-J.. ~ ~ E.. :::;l '" 0 :rt it' ::l "'0 :~ ~ ~ 3 :'<: "0 . I "'0 Cll :::c a.:+ :co "0 '<; : I-' Cll p.. ::l. :>-tj '< :Ii :0 :'0 :(tl :Ii :rt :,<: ...., ll:> >< ll:> cr" ;- trl '" ... ll:> :;- CIl c:: :::: :::: > " CIl CIl CIl to( l'l l'l l'l P" P" P" C1 ~ ~ ..........-00............... :..... :........ :1.0 : IV :'" . :...... :w :I.n :IV :cc : IV:1.n : 1.0 :'" :-...1:0 :IV z a-- :-...1 .0 :""'1'3 " ;p :ro~'-' \.il' "0 >- :w ~- tt c... ~ :. :. :-...1:0 : I.n:o -OO-€;9-0~-oo~ > '" ti ,,~ 8"K,) ..,~ ~. r. c... RCC-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY * . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, re8.1 and personal, owned by the decedent Jointly with 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 under Schedule "A", plus 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 Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument where Real Estate. "" v ~ DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1. The Harris Savings Association, Account No. 4-52180 in name of decedent, Clyde R. Wallet, Jr., or Lola Baldwin, joint tenants wros, balance 5/21/78 - $3,272.26, Accrued interest 5/21/78 - $66.56, Opened 12/20/72 I . /' I I .333 $1,11 2 .94 )c. I ~ 1 , 184 . 81-" V .50 2. CCNB, NA, checking account No. 972-606-8, in name of decedent or Clyde R. Wollet, Jr. Balance 5/21/78 - $2,369.63, Opened 9/14/73. Insert this total opposite "Jointly Owned Property", Schedule "E!;;2,297. 75 in the "As Reported" column on the last page of this return. '2.) ~ttl :IS ~ R CC-42 (4-77) BANK NO. . . . ,q1~, . . AIJG '1 0 COMMONWEALTH OF PENNSYLVANIA Onto '-52100 DEPARTMENT OF REVENUE DATE FILED NOTICE OF DECEDENT ACCOUNT STATUS b/i-:j7f: Submit in truplicate within 10 days after knowledge of .::iATUS OF ACCOUNT NO: (JOINT. TRUST. OR INVESTMENT the death. oint tC1Lntr; \>lith rJ' Lt of s1J.rvivorfi~~ip t'.~1 'u UA 1""'- f.ecember ?0. 1972 RETURN COMPL ETED NAMES ON ACCOUNT SOCIAL SECURITY NUMBER(S) Clyde . ollet, "Jr. 1-:-:1-1 ;'\_' ]l,~ FORMS TO LOCAL COUNTY Clydp . c'Jet, Jr. INHERITANCE TAX OFFICE Lola 3. Baldwin SURVIVING DEPOSITOR (Beneficiary) INFORMATION DECEDENT INFORMATION NAME Clyde . \'Jollet, Jr. RELATIONSHIP son NAME DATE OF DEATH TO DECEDENT. Lola , r:'l'\ld\dn ? CI~',-1c "o11et, Sr. 5/?1/78 -.'. . ADDRESS ADDRESS (Clyde) (1 uorth 9th street, J..(;r "OJ'fl.r t ' c . (1 North qth ftreet (lola) r:,"{)n T ,",ui'~ :Jr. t I'~or'tl1 -, y. " 1 '0 ~ . 44(Yo CiTY COUNTYCunberland Lemoyne, Fa. ZIP CODE 170Lt-3 BANK/INSTITUTION ADDRESS BAL..ANCE OF ACCOUNT AT DOD $ ").r:' /c--.c't"J INTEREST ACCRUED AND CQLLECTIBL.E AT 000 $ (I. r,( IE: 1:..\. , ~.JJ\ ,./,.. ~'.{..... i.., :l:-,Cl~ ~ Ii.' J.' . 7. -,,-.;'" Q., ...1.>- $ , - TOTAL ! t ,....,.. (.'{' P. C. (,'v ~1 BANK AUTHORIZATION Harrisburg, ~ a. 17105, I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD WITH SECTION 742 P I Be E TAX ACT OF 1961. SIGNATURE OF FINANCIAL INVESTIGATOR I DATE .-/ ~l.(., ( I' I~" "- ,....) I/'-/.u A report is requi red on: SECTION 742 OF THE INHERITANCE AND ESTATE TAX ACT OF 1961. 1) Joint Savings Accounts 2) Joint Checking Accounts 3) Trust Accounts 4) Joint investment accounts, such as certificates of deposit, share accounts, and so forth. 5) Accounts held by husband and wife and third parties. "When money is deposited or invested in a financial inititution located in Pennsylvania in the names of two or more persons other than husband and wife or in the name of a person or persons in trust for another or others and one of the parties to the deposit or investment shall dier it shall b. the duty of the financial inlititution within ten (10) days after knowledge of the death to notify the Department of Revenue thereof giving the name of the deceased personr the date of the creation of the joint or trust deposit or investment, the amoDnt invested or on deposit at the date of death with the financial institution and the name and addren of the survivor or survivors to the account. No notification shall be .....quired in regard to such account when the deposit at the time flf death does not exceed three hundred dollars ($3>0)." (Emphasis added). No report is required on: 1) Husband and wife accounts. ~ Joint accounts with a balance under $3)0.00 3) Accounts held by the decedent individually. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RC C-43 (4.69) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburgr Pennsylvan ia Dear Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION CCJ13 Bank, ILA. ADDRESS 331 Bridge Street, New Cumberland, PI\. 17070 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT Checking Account #972-606-3 NAMES ON ACCOUNT OR INVESTMENT Clyde R. Wallet with Clyde R. Wollet Jr. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Clyde R. \.'ollet ADDRESS cl >T AND COUNTY v,. 7th Street. Lemoyne, Pi\. 17032 Cou."lty - C'U.'l'lberland DATE OF DEATH SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR May 21. 1978 Clyde R. Wollet Jr. ADDRESS Unknown RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED September, BALANCE, INCLUDING INTEREST <l- 6 ,.. DUE, AT DATE OF DEATH $ ",:?,3~9.o3 Son 1973 Signature October 27, 1978 REV-SI8 18-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 'J970 HARRISBURG 17105 IN YOUR REPL Y PL.EASE REFER TO .* Inheritance Tax Division NOTICE OF FILiNG OF APPRAISEMENT Clyde R. Wallet, Jr. 61 Ninth Street T.pmnyn", 'PA J7043 (Executor or Administrator) In Re: Estate af Clyde R. Wallet, Sr. Cumberland County - Fi Ie No. 21.,..78-0416 Dear Mr. Wallet: You are hereby notified that the original appraisement in the estate of Clyde R. Wallet, Sr. has been filed in the office of the Reqister of Wi lis of Cumberland County on June 7 , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 277 .53 16,560.00 2,297.75 $19,135.28 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 accurred 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. ~73. ~ .". 'C '->-~ ~ Dote June 7, 1979 Signed 0 Title Administrative Officer Note: This is not a bill. RC C-2 (2-641 COUNTY June 7, 1979 Cumberland .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE FILE NO. 21-78-0416 Whereas, Clyde R. Wollet, Sr. late of Borough of Lemoyne in the County of CtDnber1 R.nil Commonwealth of Pennsylvania, having died on the 21st day of May 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti . 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 collaterai 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. - Unll ApDraisement Description of AII.\ Value. M.de for Inheritance Tax PurpouI Real Property $ None Personal Property 277 53 Joint-Held Proper tv 2,297 75 Transfers IF. r:;F.n nn TOTAL ASSETS 19,135 28 . Having been duly sworn accordin~ to law, I do hereby c formity with law on this 7 t day of Appraloer (IIIImber ",d Stroot), narr1sDurg (Pelot Oft\..1 , Penna. d2/- 7'- ~/, Cumberland County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CLYDE R. WOLLET, SR. Deceased. Late of Borough of Lemoyne Date of Death, Ma}" 21, 1q7A Appraisement Docket Vol., 10 6% Page, 178 No. 3 Filed in Register's Office, Amount of tax dlle, $ June 7, 19..Ji.. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal j,.OHl Appraisement, Entered and clwrged, .