HomeMy WebLinkAbout10-30-78
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COMMONWEAL TH OF PENNSYLVANIA ~ *, "1 <\ ~ \.
DEPARTMENT OF REVENUE ..'
BUREAU OF COUNTY COLLEC1Q~ 3 0 1978 \ v'
TH~C-33 (4-7;)
..
"
RESIDENT DECEDENT
COUNTY OF CUMBERUIND
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'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
THlJRSA L. PETERS
(STATE FUL.l. NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
~
County
Lote of
Borough of Newburg, Cunflerlcurl
Stote of
Pennsylvania
Cumberlcurl
~
} 55:
John MJllen
Executor
County of
of the estate of the above-named decedent being duly sworn, depose S
and oay S
Decedent died
July
29
(MONTH)
Name and address of attorney or }
other authorized repres,entative to whom
all corres.pondence should be mailed.
(DAY)
, 19~{te.tate leaving a last will, copy of which i. hereto attaChed,,}
(YEAR) MHxIIIH
M:Crea & Davis
24 West King Street, Shi~, Pa. 17257
That as such Emcutor deponent is familiar with the affairs of said estate and the property constituting
(EXECUTa R-ADMINISTRA 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 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:
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 interes t, 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 attach.ed hereto and made part hereof sets forth fully and in detail all personal property
whefesover 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 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
giving also separately the accrued interest thereon, if any, down to the last interest day pri((JT 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, treasmy 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,
OT 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 secur;tics 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 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 deeedent 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 eo-partnership or !}usiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe 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 pertil~nt to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together wi th the fair market value
thereof, any other property owned or bequeathed by the deeedent 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
after 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 transfers. 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 copy
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 passes at decedent's death by
virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrwnent of another,
with a copy of the instrwnent creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth 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 the 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 vesti ture 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 fully and in detail all debts
and deduction~ claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where appliJable; costs of administration of 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 of the death of the decedent; debts and claims owing and Impaid at time of
death; taxes accrued chargeable for 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 fee, 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", "CO, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this "",....""''''......'''....".
,..:,.."'........"""....1'.1t!.1 m. day ofm.Q::.tP.~".."m..'..'".... 19...7.~...."
""",.,"",...,',.........~...~..........,....,',..,.......,..,.,
~ CamJ. exp~:.Mf,l~r;L
NOTE: Before signing affidavit make sure all blank spaces in the 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 family 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.
okl.~~i~~t~"""',.,',..,..,',....,......"...._,,.
..,,",,~~~...l?l"'..~e....~9b...."....m.....'..",......"'......................-"-"
(Street Numb81')
.....~~.~J"..f.'~,~...,~.??~,~'''".."."..."..,,',.,..,''',..,',..,".."..
(City or TO'lDn and StD.te)
- .
JIll: c-..! 407 3'
CO/llMC>>lwtAl. TH OF PENNSYLVANIA
DEIURTMENT OF REVENUE
BUREAl,I OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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 In the Commonwealth of Penftlylvanla .hould be
de.crlb.d by lot and block numb.r, .tr..t and .tr..t numb.r, togeth.r with
a g.n.ral d..crlptlon of the prop.rty, with a r.f.r.nc. to the r.cord of the
conv.yance by which the d.ced.nt took tltl.; If a farm .tat. numb.r of a.
cr..; al.o .tat.m.nt of mortgage .ncumbranc.. upon each pare. I at d.ath
of dec.d.nt. TalC.., a.....m.n... accru.d Intere.t on mortgag.., .tc.,are
to b. II.t.d on Schedul. "F" and mu.t not b. d.duct.d from thl. .ch.dule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Public sale of real estate situated in the
Borough of Newburg, CUmberland CoW1ty, Penna.
lot;
H I ~ ~ 8~
~v'l..A.C'
J..AAlJ.
~O~f)
., ~ D
-,l ~ I tJ
~ -~~
---0fT
I~
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost page of this return.
(2)
ESTIMA TED
MARKET VALUE
(3)
DEPARTMENT
VALUA TION
CAUTION
(Do not writ.
In thl. .pace)
17 ,400.00tk'?; i-OI,Ch:J
17,400.00
RCC-~5,
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 estate.
Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bondS, treasury certiricates, 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 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe fUl y VALUE MARKEr VALUE (Do not write in
this space)
C11ecking Account NO. 44-822..,.2, Peoples National 8,9J f.97
Bank of ShippensBurg
/' /)000, fo
Savings Account No. 044-822....2"'2a~ Peoples 1,080.80
National Bank of ShippensDurg
Corrrronweal th of Penna., Real Estate tax refund 123.00 I fJ.. 3, () 6
Cash 296.00 o?90,{JO
Accounts recei vahle fran sale of Blair Products 156.00 /S~" do
Public sale of personal property, net proceeds 6,819.90 &/y/ 9, 90
J(}, ()()
2 Shares Currberland Valley Cooperative Stock 10.00 20.00
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page or this return.
x X
8~50'l,67
7) So <I C:,-t
-
,,-,"- ~'." .,.~_..."........,.... .""'ft.....'_.,...,..'"".T"',j"F*.I..,.~........ .,~.,-
To: Pennsylvania Depart:nent of Revenue
Bureau of County Collections
Fxan: PEDPLES NATIONAL BANK
Shippensburg, Pa. 17257
RE: Estate of
THURSA L. PE'IERS
Deceased
Date of Death:
July 29, 1978
It is hereby certified that the above-named decedent hcrl, on the above date, the
following acoounts with us:
A. CHED<JN; J\CCOUNI'S
1lCOOunt No.
1/-1- 'j:?;I ~
Title of Acoount
-rhL<ys6- /..., P(.4-us
Date Opened
PYI'or Ie 5 Y' 'v s
Balance
.JJ ~,q1~'
B. SAVING3 ACIDUNTS
Aco::>unt No.
XlW_~
oL('f-J':?;;.;l .;Jo
Title of Acc:::ount
Date Opened
Bal. (Prin.. & I
/-
TJ,u.r.s.. L, p",i'rs
/YID.,! 7S1
.711, 0 ,fa.YO
C. CERTIFICATES OF DEPOSI'r
Nunber
owner.
Date
Face Value
Earned Inte
;.}O(llL
Date: 10).;1. s h J'
PEDPLES NATIONAL BANK of Shippensburg
By k ~ e. ~
,/
. RCC-3o"
.'
COMMONWEALTH OF PENNSYLVANIA
TRANS}~R INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
RESIDENT DECEDENT
(1) Did decedent, within two years o1'death, make any transfer 01' any material part 01' his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) no
(2) Did decedent, within two years 01' death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no)JUJ
(3) 11' the answer to (1) or (2) above is in the affirmative state: TX)t ~l~e
(a) Age 01' decedent at time 01' transfer "
(b) State 01' decedent's health at time 01' making the transfer. (Note 1).
(c) Cause 01' decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer 01' 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 trans1'erer or his
estate or be subject to his power 01' disposition? (Answer yes or no)
(b) What was the transferee's age at time 01' decedent's death?
(5) Did decedent in his lifetime make any trans1'er without receiving a valuable and adequate consideration
therefor under which trans1'eror expressly or impliedly reserves for his li1'e or any period which does
not in fact end before his death:
(a) The possession or enjoyment 01' 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) 11' the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others not applicaD1~
(7) Did decedent in his lifetime make a transfer, the consideration 1'or which was trans1'eree's promise to
pay income to or for the benefit 01' care 01' trans1'eror? (Answer yes or no) no
(8) Did decedent, at any time, transfer property, the bene1'icial enjoyment 01' which was subject to change,
because 01' a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
01' transfer or by operation 01' law? (Answer yes or no) no
(9) 11' the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est 01' the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) not applicable
NOTE 1: The answers to these questions should be supported by a1'1'idavit by the attending physician as
well as a copy 01' the death certificate.
NOTE 2: 11' answer to any 01' the above questions is yes, set forth below a description 01' the property
transferred, it's fair market value at date 01' death, dates 01' trans1'ers and to whom trans1'erred, with
relationship 01' transferees to decedent, i1' any. Submit copy 01' any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement 01' 1'acts 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
(Estimated)
DEPT. VALUATION
(Dept. Only)
None
None
~
Insert this total opposite "TranSfers", Schedule "CO in the
"As Reported" column on the last page 01' this return.
None
Rcg-,37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INnERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
'*
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE INTEREST OF
(If step-children or
state full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
~ve an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise in estate) forth this fact.) OR NO BIRTH
John en Mullen . son yes sui juris OJle1)seventh
K:>U<:e If'':, J:lOX ~OA.
.
, __. ~,~~v
", . . .
"'-.......... n; ,L -, daughter yes suiiuris one-seventh
R. D. #4
U1. , ~~. ...I...\LI.
Virqinia Greenawalt ,,"', . VI'>'" sui ;nri",
P. o. Box 133
n~uurg, ~a. J. I":~U
Verna Wentling dauqhter yes sui ; uris
;.: water Street ~
.. ,~-
'OJ' ~~. ~._..v
Jack W. Shoap son V~!'l !'m; ;11..-; '"
12101 Mid Pine Drive
~. . , , '~~H
, ~.~~
Shirley Paxton dauqhter ves sui .;".-; '"
15 1/2 Lurgan Avenue
~. .
~ , ~~. J. 1 &.J 1
'lWila Smith Shaffer daughter yes sui juris
rt.U.lf'<: -. ,........ D , ..,,,,,..,
Chi
~
Edward Smith , , . '- 14 \lr!'l
Lucinda Smith children of yes 11 " one-seventh
C:h;.-ley Smith rm1a Smith Shaf er) "
n ,., JL"- ..' n ,..,,,,,.., 9
., -- -~, -. ......._...,.
Deponent further says that all the above-named benef'iciaries are living at this time except below: no exception
NAME
DATE OF DEATH
RESIDENCE
WiII
Administration
t No.
(Executor-Administrator
must complete "As
Reported" column #1.)
...... Year ............ .......
OF THE
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P.Il THE
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..
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..
..
~IATIER OF THE APPRAISEMENT
ESTATE OF
Deceased
Late of .
Commonwealth of Pennsylvania
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County of
REPORT AND APPRAISAL
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RCC.38...
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
tOMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real 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
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
Unit
Value
Percentage
Share
Estate
Valuation
/'
~
'\
y
;(<
",<?Y''\
~w'\
><"'X'x
,?~
();
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
None
None
....., A_ L')
.~ V
Insert this to tal opposite "Jointly Owned Property", Schedule "E" None
in the "As Reported" column on the last page of this return.
RC~alI(1Io7Jl
. ,
"
County, Number and Name
File Number
Date af Death Julv 29.
File Date
Estate Name Peters
(LAST NAME)
Currberland
SUMMARY
1978
Thursa
(,..IRST NAME)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
L.
(INITIAL)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County of
Pennsylvania, do resp.ctfully report that I hove appraised the r.ol and p.rsonal prop.rty os r.port.d in the for.golng return at
the values set forth opposite each it.m In the loat column to the right in Sch.dules "A", "B", "C", and "E".
Dat.d:
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersign.d duly .I.ct.d Register of Wills in and for CUmberland County, P.nnsylvania, do respect.
fully r.port that I hay. allow.d d.ductions in the amounts claimed by deponent, exc.pt as to those items where a great.r or
I....r amount is s.t forth in the last column to the right in Schedul. "F", which greater or I.sser amount repres.nts the sum
allowed as a deduction.
Dat.d:
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED CODE VALUE AS REAPPRAISED CODE
Rea I Property (Schedu Ie A) $ 1./ ,l,IUU IUO $ 004+- 00+
Per.anal Property (Schedule B) 8,::>U.1 67 10+ IU+
Jolnt.Held Property (Schedule E) none 20+
Transfers (ScheduleC) none 30+
TOTAL GROSS ASSETS ~25, '~Uli. [(j7
Le.. D.bts and Deduction. 040-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life ..tate. or '7,
annultl................. ..... ........::== $
PRINCIPLE
FACTOR
VALUE
t=
!~
1=
ESTATE TAX ASSESSMENTS _ $
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total E.tote
2Q.E.!.
COMPUTATION OF TAX
$
$
$
$
$
2%
6%
5%
10%
15%
*
(*) A. evidenced by Charitable
Exemption Certlflcat.. Issued
by the Secretary of Revenue.
TOTAL TAX
$
t=
Le.. tax previously paid
BALANCE
Le.. 5% of tax if paid within
3 month. after death
$
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest ot rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED
E.tate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
"
t::=
$
$
$
$
$
TOTAL TAX BALANCE $
PAID $
Supplemental Cod..: (FOR USE IN HARRISBURG ONL Y)
48-Adjustm.nt
49+Adjustm.nt
56-Annuity
6O-Lif. Estot.
92+Remainder Approi sal
9.3-Remainder Deduction
93C-Charity
94-R.maind.r Residue
96-Success i Ve
Life Estate
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Wh.re subsequ.nt adjustments are made to the above computation of tax by theR.gister of Wills, for proper r.ason
same should be noted below, with short explanation. '
:)
Will '\
Administration) No.
Year
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
THURSA L. PE'lERS
Deceased
La te of Borough of Newburg
County of
CUmberland
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,r
,
, .
.
R E V'S 18 (8.781
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPI.Y PI.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
John 0 Mullen
Route #2, Box 46A
Mer-.::enb'lrg> FA 172JQ
(Executor or Admini strator)
In Re: Estate of
'l'h'lrlili L Petera;
Cllmher1and
County - File No. ?1-7R_n4?l..
Dear
You are hereby notified that the Original
appraisement in the estate of Thursa L. Peters
has been filed in the office of the Register of Wills of Cnmhp-l"hnn
County on 26 January , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
17.400.00
8,504.67
None"
None
$25,904.67
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 ?I'i JaDl1<>ry 79 Signed L--€-A.\ F~\~')
_.J
Title Administrative ,Officer
(..-----------..
Note: This is not a bill.
RC C-2 (2-64)
'~ . ..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
?f. T"nll""'Y 7Q
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA, 17127
COUNTY Cnmhprl,mil
FILE NO. 21-78-0424
Whereas, 'T'h1l..."'" T P",h:....a late of B6:r6tigh of Uewbttr"
in the County of Cl1mherl,mil Commonwealth of Pennsylvania, having died on
the ?qt-h day of la1y 19---18 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fll] gini H . 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 10 appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future Interest.
Unll Appraisement
De.crlptlon of AII.t Values Made for Inheritance
TIX Purpolel
V",,,, 1<'at-"t-", $ 17.400 00
Personal Pronert-v 8,504 67
"rrj1nCl:TO,...C!: None
Joint1v Owned None
Total 825 904 67
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con-
formity with law on this 26t:h day of Te'''''')' 19.19.-.
.e^, t- r 'Lz ~
'J Apprailet
Harrisburg
< IflImber and Str..t)
<Pool Oftl..l
, Penna.
::.( f-.- ') 1'- if ~ r-
OMr1bA'/h,..,'/ / Coullty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
,A(,;~/A.4.4'/~. ~::hHA./
Deceased.
Late of
/Ib~HJ:Y
Date of Death, .7'-~ 9- 'I P
Appraisement Docket Vol., /1)
Page, /7'1
No. /
~~
Filed in Register's Office,
Amount of tax due, $
I-'u' 191!L
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote aba.ut Appraisement.
Appeal f,.oltl Appraisement,
-:
Entered and charged,