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HomeMy WebLinkAbout01-26-79 Form RCC.IO <<(...'7'8 ..'f~' DEDUCTIONS ALLOWED IN THE SUM OF ............ ,....!....~..~.!!...~,,~ DATE APPROVED .... ."!:4..:...'?.c.....(!.?t OFFICE OF' THE RECIISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS OF' Cumberland COUNTY +. AND AGENT OF' THIE COMMONWIEALTH ESTATE OF MarKaret .B1va Rice I -4 ~- i ~ ~1 _ DATE OF FILINea APPRAISEMENT Q a LAT. OF Pannahnrn Twp_ DATE 01" DIEATH 8-19-78 I I DATE NO. 01' NAME 0" PAVEE REMARKS AMOUNT VOUCH"'" ADMINISTRATIV.B .BXP.BNS.BS Register of Wills Letters t Short Certificatel 57 00 D 1il D...~...h_p+ .41.----.;....1 Ho" .L .~ Gaods IS 00 Patriot-.Bvening News Advertising Letters 19 47 Cumberland Law Journal Advertising Letters 18 00 Georl. Haart Auctioneer Co.mission 393 80 T.........h McGraw ADDraise Real .Bstate 125 00 Register of Wills F~~~~g fCC Inv~~tor1 0;4 00 ~. .Ac..^..... r... ..1 +h O.f ft .--- RiP! a. 1 B.i:lI"te T -'l~r Tax :lon 00 Utilities I!!::. i~~.t~~...i"!!-t'i ~R.OO 1AC en [e1.tone Oil Products Heating Oil 128 64 Notarv Fee 6 00 .. .... .. 9 . ....- 1......1 ... ... t!.1Il conn 100 . lDauDhin Deoosit Bk . Trust C :) EXecutor ,Com.ission 5138 72 ~ack w. Richardson,Funera1 H ~.e - Burial 1790 36 DBBTS PPUo Electric oweing 51 40 IIl.pp. .1..-.... Y-RtllV .&.__^..~ "+Il" Y_R........ 60 nn IR."'I+ - . ...^......_h~... G_...__ Ir. .......~ .....+. nn ~o 100 Riverton Water Co Water 10 '6 ~13.352 55 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland ..: I,Wi11iam S Sanford, Trust Officer,Dauphin Deposit Bk . Trust Co. HUIE.V CUTII"Y. THAT. TO THE .aT OF "'V KNOWLEDGE AND BELIEF, THE F'OREGOING IS A JU8T AND TItU. .rAT_.NT 01" DUn. I"UNDAL UP.N... AND 1:X~I!N.a 0" ADMINISTRATION SUBMITTED TO THE ESTATE OFo.r.o.rd B=:;}I~} ~_. ..,...... '0 O""UCT'O"~. INHERITANCE TAX PURP08E.. ~ __ _~ SWORN AND .U..CRIBED IIEF'ORE ME THIS .2 S .I::.V\ nAY OP ~I/ (L. ..) ~:: 6: ~. ,.-2.2. ~ ROWY My ~""I..-o- Lpu.. n.o. 21, 1981 LemOJlllta Pea. C~laDd Cow1~, .~ 1- I. < IYC C-33 (4th). , COMMONWEAL TH OF PENNSYLVANIA DEP AR TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I} ~ RESIDENT DECEDENT COUNTY OF Cumliterlauc:t 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~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) Late of Cumberland 1 AFFlDA VlT OF EXECUTOR County ]L\t)Jd1ltfi':i*~ IN THE MATTER OF THE ESTATE OF Nar,aret Klva Rice (STATE FULL NAME OF DECEDENTI State of Pennsylvania County of Cumberlanci ..S. Sanford.. Trust Officer. Dauphin Deposit Bank It Trust Co. Executor of the estate of the above-named decedent being duly sworn, depose and say }" SlIaXtlUIazx Decedent died August 1. (MONTHI Name and address of attorney or } other authorized representative to whom all correspondence should be mailed. (DAY) , 19-.1L{testate leaving a last will, copy of which is hereto attached..} (y EA R) iDlB:BlJl My@r$,My~~~,Plow.r ~ John$nn Le.oyne, Penna. 17043 That as such Bxecutor deponent is familiar with the affairs of said estate and the property constituting (EXECUTO R-ADMINI ST RA TOR) 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: - CCNB Bnala, Pe. Ma RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NAME AND ADDRESS OF BANK OR OTHE:R INSTITUTION IN WHICH DECEDENT RENTED A S.,FE DEPOSIT BOX 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 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, jewe.lry, 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 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 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 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 <lUsiness. 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 !TIust 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 d~cedent' s death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedull~ sets forth the nature and value of' such propert:r, to whom transferred, the relationshi,p of the transferees to ,the deceden.t, the proP9rti(mate share recei~eq 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, th,ere is also attached to the schedule a COllY of the deed, trust agreement or other instrument creating the trust. Therl~ is also set forth in said schedule a list of all property, real and personal, with its value, which pal':ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any powel' of appoint- ment vested in decedent, either individually or 'jointly, by the' will, d~ed, or other instrument of another, with a copy of the instrument creating such power a'ttached to the' schedule. That Schedule D attached hereto and made part hereof sets forth the name~ 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 lindeI' 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 dateand'place of record of instruments effecting the vest:tture of real estate 'and the date of acqui~itiori 'of personalty, plus the name, address al'ld relationship, 'if any, of co-owners to the deceden t. 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 app] icable; costs of administration of this estate; counsel fees and fildiciary's commissions paid or to he 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 ancl unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowecl under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledgecl 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 assessecl can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. m:~;:;~ and S;:~fto :o::,::~::;:~ .a1fi46:~~~:~~_::__ ....................~~:~,~~.......... .~~y./'-~... . ................,.. ~.~.~.....~~.~.~(~;;~~J:;b~}....................................................... NOTAllY Pu::c116 . LeJloyne, Penna. 17043 ~:J;L:=i:c:~n ug~~~~~~;:: ~ ............--(cit1i....;;;...T~:;;;~....~;;d..s;~).............,.............. 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 ancl statements requirecl under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Sununary" has been properly completed as above-directed. . " RC't;..34 (4-7b) CQMMONWEAL 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 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 Pennsylvania should be described by lot and block number, street and street number, together with a general descrlptlan of the property, with a reference to the record of the conveyance by whIch the decedent took title; If a farm state number of a. cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on martgages, etc.,are to be listed on Schedule "F" and must not b. deducted from this schedul.. (1 ) (2) (3) DePARTMENT VALUATION CAUTION (Do not write In this space) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMATED MARKET VALUE Tra.~ at land situate in Township ot Bast PenasDoro by Dee. dated October 13, 1'23, recorded in Deed 800k a Vol 9, Pale 367. S.ld Dec..ber 1S, 1.78 ~p '- J ____-- ~ $30,000.00 ,aO.DilO.OO 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. $30,000.00 36 000.00 , I Bee -35 RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY CO~WONWEALTH OF PENNSYLVANIA T~~SFER INHERITANCE TAX INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of 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 of 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 fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and filrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, 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 fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe f1111y UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1 Household Goods sold Public Sale 1,575.21 15,5. al J 2 Series E per attached schedule less 2-$1000.00 .ouds in joint names see Schedule B ~D .~ '13. Ole ... ..L........_____._ 35, 0~_Q.~.~6) 4 () a' '?l. 0 to ) 3 Harris Savings Assn. Saving Certif. #300362 Interest accrued 5,000.00' <46.14 500Q.OO I Lt~. ''t <4 First Federal S/L Assn. Saving Certif. #18-1'5 Interest accrued 10,000.00 92.88 \D 000.0(:) , q~. ~i> 5 State Capital S/L Savings Certif. W7302 Interest accrued 1,500.00 13.56 I 5DO. DO ) 13.5(" , State Capital S/L Savings Certif. W4792 Interest Accrued 20,000.00' 180.80 .aD 000.00 , (iO.06 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. x X 73,<4'8.85 1~ ~ ii). is I . . ", t RCC_1Y, CL1v;...!()\\n:AL~']{ III l'i.::\\~YTYj\NI i\ THA\SFFi, I\IiFlt rTA\CF TAX S C flEIHHX: I! c I! TH. \'\<'::I(EItS ~ ~(~j~ /j . ,'{i)l(i', ,r\ '(: "'"":;";-,,;1"('.,,. '^~;;;Y~;~it i,ES I1W\T nl~n:IW\T (1) Did clecedent, wit.hin two years ordeat.h, make ilny transfer of 'iny mat.erial part. of his est.ate, without receiv ing a val nabl e ar.d adequate eonsirjprat.iOll t1w!'efor? (,\n"wer yes 01' no) NO (2) Did decedent, wi thin two years of deat.h, transfer properLY from himseJ f to himsel f and another 0" ,ethers (including a spouse) in ,joint ownership? (Answer Jes or no) ~__ (3) I r the answer to (1) or (2) above is in the at'firmaLivp st.ate: (a) Age of decedent at time of transfer (b) State of decedent' s h.~al th at time of making thp transfer. (Note 1). (c) Cause of decedent's de'lth. (Note 1). (4) Did decedent., in hL..; lifet.ime, make any t.ransfer of property wit.hout. receiving a valuable or adequate consideration therefor which was to take effect, in possession or en,joyment at or after his death? (Answer yes or no) NO (a) \\as there any jJossibiU ty that the property t.ransferred might ret.Ul'n to t.ransferer or his estate or be subJect to his power of disposition? (Answer yes or no) (b) What. was the t.ransferee's age at tim", of decedent's death? (5) Did dececlent in his lifetime make any transfer without receiving a valuable and aderltlate consideration therefor WIder which t.ransfpror expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or er>joyment of or the right to income from tht' property transferred? (Answer yes or no) NO (b) The right to designate the persons who shall possess or en,joy the property transferred or income therefrom? (Answer yes or no) NO (0) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone 01' others __~___ (7) Dicl (lecedent in his lifetime make a. transfer, the consirleration 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 clecedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved powpr to al tel', amend, or revoke, or which cOllld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) NO (9) If the answer t.o (~ above i~ in t.he affirmative, was the power to alter, amend, or revoke the inter- est of the bereficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NO ~OTE1: The answers to these questions should be supporten by affidavi t hy t.he atter\lli ng physician as well as a copy of the death cer-ti ficate. ~OTE 2: If answer to any of the above '1w3stions is yes, set forth below a description of the property t.ransferred, it.' s fair market value at date of death, dates of transfers and to ~'hom transferred, with relationship of transferees t.o decedent, if any. Submit copy of a.ny t.rust deed or instrument, if trans- fers are claimed to be non-t.axable, also submi 1. detail ed. statement of facts on which said claim is based. "aTE 3: List aplllicable property below in manner in which provided in Schedules A, B. or E. ITBI UESCRIPTION MARIillT V ALl'E (Es tirna ted) DEPT. VALUATWN (Dept. Only) 1\.\ t) (') (., None Insert t.his tOUlI opposite "Transfers", Schedule "C" in the "As Reported" colurrrrl on the last [l'ige of this return. N. l) f)CL-- RJ;C-37 ~ (l2-6,J) CO~':\ro:--;\\TALTIl OF PE:\:--;~YYL\l'\IA TRANSFER I!\;HERITAl'\CE TAX RESIDENT DECEDENT SCHEDULE "D" BE\;EFICIARlES RELATIONSHIP I r BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED I DATE INTEREST OF S ta t e full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY 3ve an interest, vested, cont ingenC or- other- are involved, set I STATE YES I IN EST ATE wise, in estate) forth thi~ fact}-i-~~~~ BIRTH Lei. A Ulrich n_u ...... Vfl!~ I of aE!fl! 1/3 Rsdue 100 Columbia Rd .Bnola. Pa 17025 I i Mar~aret .B Rice Da1,1ghter ves I of age 1/3 Residue i 100 Columbia Rd I Eno1a, Pa 17025 W~ynA B Rice son ves of age 1/3 Residue 21 DiCkens Drive I Mary.vil18, Pa 17053 I \ h Deponent fUrther says that all the above-named beneficiaries are living at this time except below: -- NAME DATE OF DEATH RESIDENCE None .... -; s ...... ~<~ ~ -; I:: .- E .:::.3 ::l ECl)- '"O~o < 8.<.J ~8:o o Cl) 1j~"t <.J ::l 0 ~ E ~ ~ 0:: Real Property ......... Personal Property Transfers Gross Taxable Estate . . SUMMARY ( Sch. "A") .. . (Sch. "B") . ......... (Sch. "C") 8cb B ( 1 ) (As Reported) 30..000.00 73.468.85 $ $ $. .~O~.. $.. 11,'34.20 $d. $."'."'~,.4()~.()5 (2 ) (As Determined) $ $ $ $ $ $ ... CI:l Q) >- til :e ... o ~ z --^--' >: o '.c ell .b or, ~5 _ E .- ~ ~~ I:- Z W - ~ W CfJ ..... -< c::::: 0.. 0.. -< W :I: t-< ~ o c::::: ~ t-< t-< -< ;'. ~ o til :e W ... t-< 10. -< o t-< CfJ W ril U H ~ ~ H ril E-i ~ ,,:C ~ p::: ~ "Cl Cl) 'VI " Cl) CJ .41 Cl P-< H ::t: U) i o ~: o ~ o ~ tf) Z Z ril ~ E-i U) .:x: ril ..... o Q) ... CI:l .....1 Q ~. H ~ ril ~ ~ U ell 'c <':l 2 ~. Vl ;: Q) 0.. ..... o ~. S o u ..... o ~ i: ;.. ... c o S c o U ~ < rrJ .- < CI:: ~ ~ < Q 'Z ~ 1- CI:: o ~ .... i:c: 6 tf) Z (V') ::c: --r o 0 IJ I"- r-l ~ cO ~ -0-1 ril ,:: :3: cO o :> H r-l Ii., ::>1 Ul .. II) ,:: tf)N':: ~r-lQ) ril P-< ;>-I ~ ~ 0 .. r11 Q) ,:: tf) .::>1 ~oo ril S ;>-I . Q) ::8P-<H ~) .. RCC-38 RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRLTCTIONS: This schedule must disclose all property, real and personal, owned by the ctecedent jointly wi th another or others, including intangibles, standing in the name of' the decedent and others. List real ('state first. as entireties, or joint tenants, giving brief' description, as indicated lmder Schedule "A", plus the date and place of record of' instrument ef'fecting vesti ture, 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 uni t percentage Estate Address and Relationship of' Co-Owners, and Place Value Share Valuation of' Record of Instrument, where Real Estate. DEPARTAlENT VALUATION CAUTION-Do not Write In This Space. Value of' Value of Entire Decedent's Property Interest 1. 2. CCNB Checking account in names of Margaret B Rice or Mrs. J.W. Rice /~ opened 1-'-64, balance 1245.5' 0PY ~3 ~ V\. <=-:J ('r I 'l ./ State Capital S/L Savings Certif. '\/ #04781 in names of Mrs. Margaret B1va Rice or Margaret B11en Rice opened 1-4-" balance 19.793.15 Accrued interest 13'.09 '22.78v ',89'.58 68.04' 3. $1000 Series B .ond dated Jan 19'~ in names of Mrs. Margaret B. Rice or Miss Margaret B Rice 13'0.80~ '80.40...... 4. $1000 Series B Bond dated July 1917 in names of Mrs. Margaret BRice or Miss Margaret B Rice $1332.80~ '6'.401/ Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" coluHm on the last page of' this return. 11,934..0\'\<:\3'1-.,;)0 . REV-lIt8 (8-78) 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 W. S. Saaford, Trust Officer Dauphin Deposit Bank & Trust Company JOl Market Street, Lemoyne, I>A 17043 (Executor or Administrator) In Re: Estate of Margaret Elva Rice Cumberland County - Fi Ie No. 21-78-0466 Dear Hr. Sanford: You are hereby notified that the original appraisement in the estate of tfargaret Klva Rice has been filed in the office of the Register of Wills of Cumberland County on January 26 , 19.1!., Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 30,000.00 78,680.85 None 11.934.20 $120,615.05 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. ~~73. ~ .. January 26 1979 S. d CJ.Q~ t-"kQC. .~~t:-.:.___ Date ' I gne - . . Title Administrative Officer L--- ----."..- Note: This is not a bill. RCC-2 (2-64) COUNTY January 26, 1979 Cumberland ~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE FILE NO. 21-78-0466 Whereas, Margaret KIva Rice Cumberland late of East Pennsboro Township in the County of Commonwealth of Pennsylvania, having died on the 19 th day of Augus t 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulgini ti , 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 to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement De.crlptlon 01 Allet Value. Made for Inheritance Tax Purposes Real Property $ 30,000 00 - Personal Property 78,680 85 I-- Joint-Held Property 11 ,934 20 Transfers None TCTAL ASSETS 120,615 05 - Having been duly sworn accorgint to law, I do hereby certify that the above appraisement is made in con- formity with law on this t day of . ( J"anu~ry 19~. ' \ .,. ('i {_.__t Appraiaer (N\Jmber ancl.~trt.n b t1arr1S urg (POlIt 0IllC!e I , Penna. ~ t>:l "i:l ~ t:::J rn ~ ... ~ :::, ~ :::. 0 ~ ~ ..... <Q ~ "" t>:l h1 '" ,'" Z ~ '" ~ 0 >-3 ~ ~ .... ;: ... ;;;. --. x.. t'tl "':> ... '" ~ ;:: ~ ... C'.l ;:;: ~ 0 ~ ~. t:::I t:::J z t:: J ..... ~ ;;; ... '" ~ ~ "" t'1 ~ ::: g. '" ;:;: ,Cl.. ~ ~ '" :::. pl ~ '" """0 ~. .... t>:l lil l:l Cl.. :::- en 0 !;; --.:::J ~ --. <:l" 5; ~ c., !-' t:::J C'1' 1"\ ~ ~ ~ ..... CC ~ >-3 ..... <:::>p ! ::x ~, .t:- o 1;:1 t'tl ~ (:l) ~ .... .... ~ ~ ~ ... """ (1) tl:I c., ::J ::to. ::to. ~ == ::: '" ::J r- I-':J ~ C C. .... ,'" 0 ..... ::l :::, t>:l ~ :I- "':> ~ ~ ~ t;:1:l '" en ;;; tl:I '" C:l "':> ~ "':> ~ 0' t"" >-3 ~ ~ ~ .... ~ c ~ I ,'" 0 c ~ '-. ;10 ~ c;;' ;;;' :;; <: 1"\ --. ~ ~ '" ... 0 ;! : ,';l." 0 ~ ~ ;10 '" '" ~ I-':J H ":l ::: ~ 0 n "tl ,.... ::=0 :;: t'1 ~ ~ .... ..... ::J c: \.0 rn -< ..... ::r' rn -...j t:::J t>:l (') ~ "- 00 '"" ; <;:) 1" '" Z .... .... 0' '" 0 "- :::, Z - ~ ..... '-> >-3 '"" '0 0' '" Ivs ;;-Q ::>-- .. ","~i.. . BODd. ....eo _ Q4067803aB as... Q33356648B a..oo Q'S129129. as.oo Q60198506B 2'.00 Q72861468B 2'.00 Q843699S9B 1'.00 Q96315161B a,.oo Ql10174764B as. 00 Q129432348. .'.00 Q144204194B a,.oo Q156991968. a,.oo Q172493797B 2'.00 Q195743529B 25.00 Q211700147B 1'.00 Q229295643B a5.00 Q242987047B a..oo Q256779573B a5.00 QI96590544. a,.oo Q310472741B a5.00 Q3a6878964B '5.00 Q342414536B a,.oo Q364S28S09B a5.00 Q377883a8'B a5.00 Q39~8403S6B 15.00 Q40'802884. ".00 L"118777. 100.00 C70048998B 1,000.00 M4313S3B 1.000.00 M2S129S1. l,toO.OO MS3482S2B 1.1tO.00~.N36723726B ......00 M3672372S. 1,:..00 M36723730B a. .00 N37442171B 1~..OO M7S1317,8. .~o.oo M7'lS1473B .1.....00 M7'l'1481B 1~.OO N77360081B 1."0.00 ~77360082B &...0.00 M77623601. 1,"0.00 M7736008SB 1.....00 MT7838623B 1,"0.00 N7783162SB 1,.-0.00 MI'798974B l,MO.OO 1,000.00 l,eGO.GO 1,800.00 1,eGO.OO Na8377491B Nl8377494. NlI'28164. M90329'4'. M90329S49. May 1942 N/O Jobn W RiceIor Margaret . Rice May 1942 " Mr JOh. w. aice June 1942" John W lice I or Mrs. Margaret BRice July 1942"" · " << " Aug 1942 "<< " " << << Sep 1942 ~" " " " " Oct 1942"" << " " " Nov 1942"" << << " " Dee 1942<<" << " " << Jan 1943 "<< " " · " Peb 1943"" " " " " ~ar 1943"<< · " " " Apr 1943"" " " " " May 1943 ." " " << " June 1943"<< << " " " July 1943"" " " " " Aug 1943"" " << << " Sep 1943"<< " " " << Oct 1943." " " " " Nov 1943"<< " " << " Dee 1943"<< " " " " Jan 1944" John W Rice or Mr. Margaret B lice Peb 1944 " John. Rice, I or Mrs. Margaret. Rice Mar 1944<< " · " " " " " " Apr 1944 " John W lice or Mr.. Margaret B lice Sep 1943" John W Rice and Mrs. Margaret. lice Dee 1944 "Mr. John W Rice or Mrs. Margaret. Rice Jan 1942 << " " " " <<" " ." Mar 1942 ." " · " "" " <<" July 1943" " " << " ." " "" Jan 19S7 · " · " " "" " "" Jan 19S7" .""". " ". July 1957 " """"" " "" July 1957 " "<<""<< · "" Mar 1958. """"" " ". Mar 19'8" """"" " "" Oct 1958" """"" " "" Dee 19S8 " Mr. J.W. Rice or Mr.. Margaret lice Apr 19'~ " John W Rice or Mr.. Margaret. Rice July 19'9"" · · "" " "" July 19S9" " << << "" " "" Noy 19'9 " Mr . John W Rice or Mr.. Margaret. aice Jan 1960 " Mr. John W Rice or Mrs. Margaret BRice Jan 1966 " Mrs. Margaret . Rice POD Mi.. Margaret .11en Rice Mr.. Margaret B Rice POD Mi.. .eglY lice Mrs. Margaret B Rice or Mi.. Margaret 8 Ril Mrs. Margaret B Rice or Mi.. Margaret 8 ail Mr. Margaret B Rice POD Mi.. Margare. . ai. Mr.. Margaret. Rice POD Mi.. Mar,are. 811.. Rice Ju.. 1966 " Jan 1967 " July 1967 " July 1969 " Au, 1970 ·