HomeMy WebLinkAbout03-20-79
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT EST A TES ONLY
OF RESIDENT DECEDENTS
'2.1 - 7 f- V is-
.*
RCC-l03"l3-73)
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 dote of death, unless an extension is granted by the Secretory of Revenue.
tiWY :<. (-? r- t(-t?5 .
~. No. 19_ I, Martha E. Elll0tt
(NAME)
~
being duly sworn according to law, deposes and says that he is the
864 Carlwynne Manor Apts.,
~Carlisle. Pa. 17013
(ADDRESS)
of the estate of
Bessie M. Burtnett
Executrix
(EXEC., ADM., LEGATEE, ETC.'
late of North Middleton Township
(CITY, BOROUGH, OR TOWNSHIP)
deceased, and that the whole of the estate of said decedent, who died on
Auqust 2. 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.
'})Lo l.t1w L t, /:01 l,CZr
(SIGNATURE)
Executrix
( TITLE)
Type of Asset:
Reo I Estote, Pers.
Property, Jointly
Held Prop. or
Transfers
ASSETS
(Attach odditlonal sheets if necessary)
Description of-Asset
Estimated
Morket
Volue
Department
Va luotion
CAUTION
(Do not wri te
in this see)
" "
1. Christmas Club Account, Dauphin Deposi
Bank and Trust Company, Carlisle, Pa.
2. Funeral Escrow Account, Farmers Trust
Company, Carlisle, Pa.
3. Checking Account No. 18-78-258-2,
Dauphin Deposit Bank and Trust
Company, Carlisle, Pa.
4. Savings Account No. 10-2-0015-0,
Dauphin Deposit Bank and Trust
Company, Carlisle, Pa.
A. Accrued Interest on Item 4.
$
Pers. Prop.
121. 39
q 0,. ()()
IIJ O{J, () ()
)
1,000.0
" "
1~/.3c;
" "
1,336.97
7.45--/
J,33~. 97
i7, Lf 5'
TOTALS
2,561.81
S6' I?/
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 foregoing schedule at the values set forth opposite each item in
the last colu to the ri~ht. L..e...o ~L ~ ~
Dated: (INHERITA~ TAX APPRAISER)
Name of Payee
DEBTS AND DEDUCTIONS
Nature af Claim
Amount
Claimed
Amount Approved
by Register
Egger Funeral Horne
Cumbo County
Nursing Horne
Harris Associates
Bietsch & Morgenthal
Janice E. Hertzler
Register of Wills
Funeral Expenses
$1,455.00
Statement
Statement
Attorney Fee
Notary Public
Filing Fee
1,371.40
8.00
200.00
7.50
3.00
TOTALS
$3,044.90
30
~
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 t~~~l~wed as a deduction.
Date of Appmval, 'trt1.1.1.. ~ DJ /9 'I'f ~~ P. ~f' '~
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REv-stB (B-7BI
COMMONWEALTH 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
Martha E. Elliott
864 Car1wynne Manor Apts.
CarliRlp,PA 17013
(Executor or Administrator)
In Re: Estate of
Bessie M. Rl1rrnl'>rr
Cumberland
County - Fi Ie No.
21-78 O(I~5
Dear
You are hereby notified that the Insolvent
appraisement in the estate of Bessie M. Burtnett
has been fi led in the office of the Register of Wi lis of Cmnber1and
County on 14 Marc.h , 19...19..., Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
Noue
2,561. 81
None
None
$2.561. 81
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 14 March lc}7c} Signed L~ ~ ~~
Title Administrative Officer
Note: This is not a bi II.