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Home My WebLink About10-30-78 . rv'-P A -,O'-lc '''1.'0 . RC':-33 (4-?3) ~\. < COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT Qel j 0 1918 COUNTY OF *0 "' /) /"Ill\.. " /' CUMBERrAND 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'llenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) OOIPIHY C. COR[, (STATE FULL NAME OF DECEDENT) } AFFIDAVIT OF EXECUTOR S ~ IN THE MATTER OF THE ESTATE OF Late of Shippensburq, Clmberland County State of Pennsylvania County of Clmberland Cecil R. } 55: ~ Qxxfuart and Gertrude Goodhart ExecutOlS of the estate of the above-named decedent being duly sworn, depose and say Decedent died July 29 , 19~{teltat. leaving a last will, copy of whIch is hereto attachedo,} (YEAR) KJIlaQf (MONTH) Name and address of attorney or } other author bed representative to whom all corres.pondence should be moiled. (DAY) M:::C:rea & Davis 24 West King Street, Shippensburq, Pennsylvania 17257 That as such E>>9cutors deponent is familiar with the affairs of said estate and the property constituting (EXECUTO R-AOMINISTRA 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 That the contents of said safe deposit box or boxes are itemized under Schedules wi th the exception' of the following, for the reasons hereinafter set forth: "B'bf 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 intero;:st 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 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 giving also separately the accrued interest thereon, if any, down to the last interest 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 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 estima ted 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,markel 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 dale of death, bonds and accrued interes t 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 fwnlly 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 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, financial statements showing the assets and liabilities of said co-partnership or business. 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 forth 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 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 CORY of the deed, trust agreement or other instrument creating the trust. There 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 instrument creating such power attached to the scbedule. 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 nwned 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 vestiture 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 deductions claimed for and on behalf of this decedent's estate, including fUneral expenses paid; family exemption, where applicable; 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 unpaid 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 wnount 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 ................................. ~~ ......~...~.._....................................._.. (ExeC'Uto~ .....................n~.~.!?!..#.?........._......................................................._....."'_0..' (Street Number) .......f.>P.!~~gl....R~~:l,Y?!Di.9..J.7.~~.7.....,....... (City 01' Town and State) ........................~.7.:t.b.... , .... day of .....Oc.tober,........................ 19]8...... '-111 0 j _ ).~ on /J .. . J ... ........................ ..................."......f.J...~ . ~ NOta3:y Public My Comn. eJlPires: ~ 1, I q fa.... NOTE: Before signing affidavit ~ake/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 "Slnnmary" has been properly completed as above-directed. ~'.h."'''.''--_ IIce...4 (4073) COMMOf!WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU 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 ather, 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 Common_alth of Penneylvanla ehould be (1) (2) (3\ described by lot and block number, street and street number, together with DEPARTMENT o general description of the property, with a reference to the record of the ASSESSED VALUE VALUA TION conveyance by which the decedent took title; If 0 form state number of o. FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxe., a.....m.nt., accrued Inter.lt on mortgage., etc.,ar. DECEDENT'S MARKET VALUE (Do not write to be listed on Schedule "F" and must not be deducted from this schedule, DEATH In this space) None None /J~ .' I j 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 ~ RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX '*' RESIDENT DECEDENT SCHEDULE "Bit 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 No. ITEM List and describe fUlly UNIT ESTIMATED VALUE MARKET VALUE Cash 59 . 64 48.05 1000 shs. AT&T Canlton Stock shs. St..fn&iM"'Oil of N. J. Cormnn stock 0,356 6U~356.QO 3,235.33 6.2l~ 100 shs. Standard Oil of Indiana Canlton stock /' Cert. of Deposit #870, Peoples National Bank of Shippensburg -- 7/1/68 ... 6% accrued into to 7/29/78 .,/ Cert. of Deposit#l792, Peoples National Bank of Shippensburg - 7/1/70 - 6% accrued into to 7/29/78 1967 (appraised value) 0.125 5,012.50 1,000.00 4.73 1,000.00 4.73 300.00 leader Nursing Hare, refrnn Pottie I S Auction House, Net from sale of personal property not taken in kind 1,501. 70 AJ?praised value of personal property taken m kind by heirs as follows: Yellow & white single bed quilt Sony small portable television 2 dark finish spindle back chairs @10. 00 Large walnut finish bedar-lined chest Oak round back ann chair Brass bucket Walnut dopleaf table Walnut spindle table Small walnut wash stand w/drawer srrall walnut dropleaf stand Gold framed oil painting of roses Hand painted paper rnache wall plate Brass Ray-O lanp Brass 5-candle candelabra Small walnut rnag'azine stand w/-drawer Softwood kneeoole desk Softwood straight back: desk chair Large Walnut trinIred wall mirror Refinished brass bucket Refinished softwood dry sink Softwood OOIller cupboard Plank-bottom high-back ann rocker Plank-bottom kitchen chair Reed seat high-back kitchen rocker Small softwcxJd 2-drawer spice rack 40.00 85.00 20.00 160.00 26.00 40.00 180.00 60.00 - 110.0 85. 00 ~ 45.00 12.00 75.00 18.00 60.00 35.00 14.00 48.00 50.00 190.00 440.00 60.00 16.00 60.00 12.00 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page or this return. x X DEPARTMENT VALUATION (Do not write in this space) / to/ '3 r6,d ~?-J):.JJ ./ 5:OI~J1J I I 000. t1 (J / ,,/,7') /()OO.OO ./ if, ~J :3 0 o. (fa 5'0.6f ,. 4tf;05 ~ ~()I, 7d tlO. 00 8),00 ~c,()o /60. ()ed ;6, 0 'Ie. dd I g.-o. od "(J.od II ", (JtJ 2-r, (J~ '" j, tJ I?-,O(J 7,- 0 t) I f: dO "d. "I y" 40 . . (fO /1./, I Llf, tJ ~. d(J I 90, o~ ~qO . (J bo.oi ) b, tJ b(). d d , fJ-, d tJ 74 4 .tct ~ ~ . RCC -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY *' 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 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 any undis tributed 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 fUlly UNIT VALUE ESTIMATED MARKET VALUE Seth Thoroas chiming mantle clock Darwints Thao:ry llPnkey statue Maple dropleaf kitchen table. Drerson table nodel radio (pld m:Xlell 21" OCA console color television Small frosted bowl table lanp Frosted bowl and brass lanp Victorian red velvet am chair OCA stereo phonograph-radio Victorian red velvet walnut setee Enpire walnut finish chest of drawers <DId color Ii ving room chair !bund mahogany finish bedroom stand wl....shelf; <DId frarre wall mirror !bund walnut tilt-top footed pedestal stand Fancy walnut wall mirror Walnut dropleaf gateleg table Heavywooden frarre dark finish wall mirror Walrmt Finish dropleaf kitchen table 75,00 12.00 45,00 8,00 260.. 00 18,00 32,00 130.00 46.00 210.00 80.00 32.00 45.00 24.00 55.00 18.00 165.00 ./ 16.00 r 110.00 DEPARTMENT VALUATION (Do not write in this space) 1 ':j', ~6 J~() /./).00 ~/o6 ~6()' 00 /'C, f1 (j g;t,~lJ /X). 0 (1 J.I'. 66 ~/(J.d6 g-o. 0 0 J')..tJO ~>-,tJlJ JI./,d'D ""ad If' ,tJ ~ /6 S; "g /6. 0 l/o.nO "..-/ Checking Account No. 17-411-4, Peoples National Bank of Shippensburg ~ Savings Account No. 017-482-3-20, Peoples National Bank of Smppensburg Funds deposited with Bricker Funeral Hone for burial expenses 9,589.61 144.05 / ;14f./,{J) 1,825.35 /.,; f~f.- '} J Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page or this return. x X 87,394.69 ?l17'1(,/J67' / Rcc-36 COMMONWEALTH OF PENNSYINANIA .TRANSFER INHERITANCE TAX SCHEDULE "c" T RAN SFEIlS RESIDENT DECEDENT (1) Did decedent, within two years of'death, make any transf'er of' any material part of' his estate, without receiving a valuable and adequate consideration theref'or? (Answer yes or no) no (2) Did decedent, within two years of' death, transf'er proper~y from himself' to himself' and another or others (including a spouse) in joint ownership? (Answer yes or no) nn (3) If' the answer to (1) or (2) above is in the aff'irmative state: not appliccUble (a) Age of' decedent at time of' transf'er (b) State of' decedent's health at time of' making the transf'er. (Note 1). (c) Cause of' decedent's death. (Note 1). (4) Did decedent, in his lif'etlme, make any transf'er of' property without receiving a valuable or adequate consideration theref'or which was to take ef'f'ect 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 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? no (5) Did decedent in his lifetime make any transf'er without receiving a valuable and adequate consideration therefor under which transf'eror expressly or impliedly reserves for his life or any period which does not in f'act end bef'ore his death: (a) The possession or enjoyment of' or the right to income f'rom the property transferred? (Answer yes or no) no (b) The right to designate the persons who shall possess or enjoy the property transf'erred or income theref'rom? (Answer yes or no) no (6) If' the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others not applicable (7) Did decedent in his lif'etime make a transfer, the consideration f'or which was transferee's promise to pay income to or f'or the benef'it of' care of' transferor? (Answer yes or no) no (8) Did decedent, at any time, transf'er 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 af'f'irmative, was the power to alter, amend, or revoke the inter- est of' the benef'iciary 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 af'f'idavit 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 f'orth below a description of' the property transferred, it's f'air market value at date of' death, dates of transfers and to whom transf'erred, with relationship of transferees to decedent, if' any. Submit copy of' any trust deed or instrument, if' trans- f'ers are claimed to be non-taxable, also submit detailed statement of' f'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 (Es tima ted) DEPT. VALUATION (Dept. Only) None None ~ .~-CL- Insert this total opposite "Transf'ers", Schedule "C" in the "As Reported" column on the last page of' this return. DIone RCC-37 (12-63) COl\ll\lONWEALTH OF PENNSYYLANIA TRANSFER Il'JHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE (If step-children or 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 Trln.::l 1 r'I c:: ('1 A'n:>r 1406 Wolf Trap Run Road nephew' ves. sur iuris SM, Vienna, Va. 22l8Q . I . . " e R. Clever, .Tr 416 North Perm St. nephew ves sui iuris 5Q% R_Llencown, Ka. I IS IlJL . Deponent fUrther says that all the above-named beneficiaries are living at this time except below: no ~~tion NAME DATE OF DEATH RESIDENCE Will Administration ~ No. (Executor-Administrator must complete "As Reported" column "1.) Year ............ IS THE 0 ~ "1:l ~ ... ~ 0 II> e. .. t:l '" .. '" 0 a :s "1:l >-l e. ... ~ 0 ~'i 1D ~ ~ tr:1 ~ .. ... III ... tli ~IA TIER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . REPORT AND APPRAISAL en c:: ~ ~ > ...... l:l:I ~ en W >< ~ ;:r . . > CO) ~ . . -- -- -- '* '* -EO '* '* '* ...... > '" l:l:I...... tli..... "5-- ... ... ~ -- County of Commonwealth of Pennsylvania '*.... -GI>........ '* > '" o ~~ C'tt--:> ...~ 3 5' C't c.. f1 C C~~8 <;OMMONWEAL TH 0 F PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" E" JOINTL Y OWNED PROPERTY 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", pltis 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 " ^" ..;< ..;< "-..;< ..;< '^ None Estate Valuation v ")."). None Insert this total opposite "Jointly Owned Property", Schedule "Eft None in the "As Reported" column on the lust page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ~~ ~r--tL. RC'c-at (11-771 . . County, Number and Name File Number Date of Death J\1ly File Date Estate Name Cumberland County SUMMARY L.'.1", ~,'j.J ts Corl D:>rothy (FIRST NAMEI C, (INITIAL) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT (LAST NAMEI REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Pennsylvania, 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", "8", "C", and "E". Dated: INHERITANCE TAX APPRAISER REPORT Of THE REGISTER Of WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respec fully report that I have allowed deductions In the amounts claimed by deponent, except as to those items where a greater or le..er amount Is set forth in the last column to the right in Schedule "f", which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED CODE VALUE AS REAPPRAISED CO Real Property (Schedule A) $ None $ 004+ 00+ Personal Property (Schedule B) 87.394 69 10+ 10+ Joint-Held P,operty (Schedule E) None 20+ Tran.fers (ScheduleC) None 30+ TOTAL GROSS ASSETS 'cH ,394 69 Les s Debts and Deductions 40. (SCHEDULE F) CLEAR VALUE OF ESTATE ValuatIon of life estates or :L- PRINCIPL.E FACTOR VAL.UE t= ~ annuities.... ........... ......_ S t ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONL.Y Tax on $ Tox on $ Tax on $ Tax an $ Tax an $ Exemptions Total Estate ~ COMPUTATION OF TAX 2% 6% 5% 10% 15% $ $ $ $ $ * (*) As evidenced by Charitable Exemption Certificates issue by the Secretary of Revenue. TOTAL TAX $ t= Less tox previou.ly paid BALANCE Less 5% of tax If paid within 3 months after death $ $ $ BALANCE OF INHERITANCE TAX DUE Add inte....t at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $J $ t:: $ $ BALANCE DUE $ $ TOTAL TAX BALANCE $ PAID $ Add intere.t at rate of 6% ftom to Supplemental Codes: (fOR USE IN HARRISBURG ONL Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Approisal 93-Remainder Deduction 93C-Chority 94-Remainder Residue 96-Successivll Life Estote fOR USE Of REGISTER ONLY ADJUSTMENTS 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, with short explanation. " Will " Administration J No. Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased La te of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL * REV.Sla ta-781 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT McCrea & Davis 24 West King Street Shippeu9D""g, 'PA 17?57 (Executor or Administrotor) In Re: Estate of nn,.nthy r. r.nr1 C.lOnherland County - Fi Ie No. 21,...78-0426 Dear You are hereby notified that the Ori gin"l appraisement in the estate of Dorothy C, Cn,.l has been fi led in the office of the Register of Wi lis of r."mhE'rhnt'l County on ?6 Y"T'"",.y , 19..29.., Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total Nnnp, R7,~q4.6q None None $87,394.69 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 26 January 79 Signed L-Q...,..o ~ ~ ~ Title At'lministrative Officer Note: This is not a bill. RC C-2 (2-641 D'E~ARTMENT OF REVENUE BUREAU OF COUNTY COLL ECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 16 .January 79 COUNTY r'l]lIlb9r] inrl ~No.2l-78-0426 Whereas, Dorothy C. Corl late of llornl1g}1 of !;hippensburjl: in the County of Cumberland Commonwealth of Pennsylvania, having died on th..?Qf'h day of July 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, T, Lee;) E. Ful~inita . 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 deeedent 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. Unit Apprll,ement Delcrlptlon of Alset Value. Made for Inheritance Tax Purpoles Rp"l .~ $ None 1)~_~~~~' l'rnnprf'v 87,394 69 - ~ None Tn~~"lv awnpd "1, 'l'n"~' $87.394. 69 . Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 26th day of .T::1nll'iTYe...... 19--12-. L e-~~ Appraiaer (Il\Imber and smetl lI!:1'rT'iAnl1rg (Poot Moo) , Penna. ~ 1--- 7 9' .... 0-<" (~ COIUlty RESIDENT INHERITANCE TAX APPRAISEMENT " Estate of \)~L.~ Deceased. Late of s O-d-cr ~ Date of Death, ol - L C1. - '( Appraisement Docket Vol., \ 0 Page, li C\ No. '3 l ~ <r( \) Filed in Register's Office, ~ - 2. l::, Amount of tax due, $ 191'1 DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abaut Appraisement, Appeal jl'om Appraisement, Entered and charged,