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HomeMy WebLinkAbout01-30-80 c2/ - 78' - L/?(., OF Cumberland COUNTY AND AGENT OF THE COMMONWEAL. TH ,jduJ . .30 ,j err 0 REV-455 (8-78) OFF ICE OF THE REGISTE R OF WIL.L.S STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF Julia L. Kanavy LATE OF Mechanicsburg DATE OF FILING APPRAISEMENT ~ DATE OF DEATH 23 JulY, 78 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHER , .1.\.)'{8 iO Sent. 12 Register of Wills Letter Tt::i::> ,..mant..arv 00 St. Catherine Cemetery, Moscow, Penna. Cemetery Lot 160 00 Regan Funeral Home. n p<=>nn!:) li'lln<=>"Y"l'l1 W'"~ 17i? 00 IQ<=>Q , - Cost of Funeral Flowers al d Luncheon 166 22 Mechanicsburg Medical C1il ic Medical Expenses ?l? 00 Recorder of Deed Filinp' Fees h nn .Tnnn M R!:)ldn Attorneys Fee 600 00 Reserved for Notarv re1e~ Ise p.t~ In nn Total ?ql h ?? I I , COMMONWEAL TH OF PENNSYL VANIA } COUNTY OF Cumberland ss: I, Joseph T. Kanavy HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Julia L. Kanavy DECEASED, AS DEDUCTIONS FOR INHERITAMCE TAX PURPOSES. SWORN AND SUBSCRIBED BEFORE ME THIS 300- ~nu?2r~ 19 80 (111 dH_J /' ~ n ./yyW t 1/ · --,.<. ~ t/ ( L.S.) ~ DAY OF v'~,. .;. . l'li~ , .~:: r I : - : >.::., .....l. _..-..:ntt ;21 -7? - '-I'i'~ I -- "':( (J -1'-0 REV-449 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS * RESIDENT DECEDENT COUNTY OF Cumberland 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.) IN THE MATTER OF THE EST A TE OF } AFFIDAVIT OF EXECUTOR A.mMNIio~~ County . Julia L. Kanavy (STATE FULL NAME OF DECEDENT) Lete of Cumberland State of Pennsylvania County of Cumberland } u, f~.L"'t.~trt.. Joseph T. Kanavy of the estate of the above-named decedent being duly sworn, depose Executor and say July 23 (MON TH) Name and address of attorney or } other authorized repre..ntative to whom all corresflondence should be mailed. (DAY) , 19~ ~estate leaving a last will, copy of which is hereto attached. } ~"'.......... Decedent died John M. Eakin MarkAt SqlJ.!=lrA "R1Ji1rlinE:, MAc'hanjcsollrg;l PA 17055 That as such Exe cut or deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR-ADMINISTRA 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: - 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 No 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: 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 interes t thereon, if any, down to the last interest day priCIT 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 nliture, 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 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 aDd 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. r ' In the case of securities of close or family corpcrations, 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 llUsiness. 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 deat~ 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 transferr6d, the relationship of the transferees to the decedent, ~he proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intendeat6= take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrume!l~_c!:eating 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, orjoin~ly with another, or any power of appoint- ment veste~indecedent, either individually or j?i~tly, 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, andthe 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 instrwnents 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 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 ppoof 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", "e", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................. ................s..o.....~.................... day of .......Janv.,.ax.Y....................... 19....$.0... () . _. _ D . ... ...~"....... /l..n ...... ou ............. ....~.../J ~ ........}~.T..:..... ...................-........ .........................-... i7~~ (E%ecut01'-Admi tor) ....... ...~.Q.....F..Q.;r..fi?.8.t.....P..;r.iY..~............................................-.-..-.. ( Street Number) .lilJR'f'l' Ej, A'.:ill~" lll!"\'Y r''',~ '" .......~~g.~~::!!:?::g..~.9..~K.t.....::?.A................................................... !t' v' fl' I ~ ~i.- (City 01' Town and State) NOTE': "~1!f6re s[.gt;lng',irrid8.Vit 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. ......;:.........,'..._,. ,"'.......~.~-......'~... .'.j.r .....,.,.. ,....._~."'., ", "......~ . . -ac: C..3f (40-1 II' COMMoNwEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A." REA.L 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 ClE.") The real property located In the Commonwealth of Penn.ylvanla .hould be (1) (2) (3\ de.crlbed by lot and block number, .treet and .treet number, together with DEPARTMENT a general de.crlptlon of the property, with a reference to the record of the ASSESSED VALUE VALUA TION conveyance by which the decedent took title; If a farm .tate number of a. FOR YEAR OF ESTIMA TED CAUTION ere.; 01.0 .tatement of mortgage encumbrance. upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxe., a.....ment., accrued Intere.t on mortgage., etc.,are DEATH In thl. .pace) to be II.ted on Schedule "F" and mu.t not be deducted from thl. .chedule. ~>---. . 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. NDnU -.6plf RESIDENT DECEDENT SCHEDULE uB" PERSONAL PROPERTY *' ~ REV-~!ll 18-'781. COMMONWEAL TH OF PENNSYLVANIA TRANSFER 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 tentative trust accounts, must be listed, despite the fact that they are not of the adminis tered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, 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 payable to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed 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. llEM List and describe fully UNIT VALUE ESTlMA TED MARKET VALUE DEPARTMENT V ALUA TlON (Do not write in this space) 1. Balance for distribution as per account of Joseph T. Kanavy, Guardian of the Estate of Julia L. Kanavy, an incompetent. See Order of Court attached $12,670.01 Ins ert thi s total opposite "Personal Property", Schedule "B" in the" As Reported" column on the las t page of this return. xx $12,670.01 4/~ (P10, 0/ ~RIE .. RESIDENT DECEDENT SCHEDULE "C" TRANSFERS REV-452 (8-78) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX (1) (2) i (3) Did decedent, within 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) No Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (answer yes or no) No If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). Did decedent, in his lifetime, make any transfer of property without receiving a valuable or ade~~ate 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 transferer or his estate or be subject to his power of disposition? (Answer yes or no) (b) What was the transferee's age at time of decedent's death? 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 iife or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designatQ.Jhe persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) l\J 0 If the answer to (5) (b) above is in the affirmative, state whether the right was resefVed in decedent alone or others (4) (5) (6) (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? (An,wer yes or 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) (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) 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 transfers 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, 8, or E. ITEM DESCRIPTION MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) None Insert this total opposite "Transfers", Schedule "Cn in the "As Reported" column on the last page of this return. ~rL~j ~9'f. . 1 .. , R.EV~453 (8-78) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP (State full names and addresses of all who (If step-dti1dren or SUR VIV ED DATE INTEREST OF have an interest, vested, contingent or other- ille gi tima te ch ild ren DECEDENT OF BENEFICIARY wise, in estate) are involved, set ST ATE YES BIRTH IN ESTATE ( forth this fact.) OR NO Joseph T. Kanavv Snn Yo",- entire ec:::t~t-.A 26 Forest Drive Mechanicsbur~_ PA 1 - ." Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .. .s(/l~ ., < ... .t:s- =l:I: '" - = '= ~ e .... 0 ::I e- - -oP"O < e Q I 0" '-U:c, .s~Q) ::I '" .... Q ::I .. o e 0 >< ~ !B ~ SUMMAR Y (Sch. "A") (Sch. "8") (Sch, "C' ') Real Property Personal Property Transfers Gross Taxable Estate (1) (As Reported) $ $ 12,670.01 $ $ $ $ 12,670.01 (2) (As Determined) $ $ $ $ $ $ Eo-< "0 ... Z 0 ~ ~ '" Q.) ::::::;: ., ~ 0 <I1 W Q p... \.0 00 0 -I W - Q ~ ~ .. en ...::t " ~ b.O .~ :0( I c.. 8 w c.. 0 = Cl: t- ., 0.. Q.) < Q.)W l>-l ..0 'E > 0.. I ..c: ..c:Eo-< ~ Ul '>. ~ r-l 0 Eo-< ~ Eo-<~ () en '" N ::c '-Eo-< :z; .r-! r-l = C Z c:: Eo-< = z .... 000 <I1 s:: H 0 ~ ~ w ~ en Q) ll. 0 ~ ~ .... t- III () 0 Cl:. 0 .... c:z:: H Q) .c 0 .... .... Il:I ~ ~ 0 - 0.. ... Eo-< <I1 ., w .... 0 Cl: v.> Eo-< H .... ~ 0 .... ~ H .... = c:: 0 >. 0 .... ::::::;: :::> .... e -8 ~ 0 = :'::1'Q .... ::I e ~~ ., 0 0 ..J U U REV-454 (8-781 RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent iointly 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. Per sonal property should be listed as in Schedule "8", pI us 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 DEPARTMENT VALUATIOl'i Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record of Ins trumen t, where Real Estate. ~n This Space. Value of Value of ~ ~ Entire Decedent's ~~ Property lnteres t NONE I I I I I I Ins ert thi s total oppo site "Jointly Owned Property", Schedule "E" NONE in the "As Reported" column on the last page of this return. RE V-4B 4 (B-78) Estate Name Kanavy (LAST NAME) 21 - Cumberland 21-78-0486 July 23. 1978 Julia (FIRST NAME) SUMMARY County, Number and Name File Number Date of Death L. (INITIAL) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Penn:iylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the vdues set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E", Dated: February 7, 1980 ~~pf4J/f~~.AD'/("~ INHERITANCE TAX APPRAISER _... --. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fu'ly report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum olkyed as a deduction. D~~ ..~ ad: REGISTER OF WILLS T Less ADJUSTMENTS INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE ""'Derty (Schedule A) $ Ntlne 00+ 92+ nal f'roperty (Schedule B) l;).h?O 01 10+ .Held Property (Schedule E) Ntlne 20+ feTS (Schedule C) None 30+ OTAL GROSS ASSETS 1 ;).h?O 01 Dabts and Deductions 40- 93- (SeHi:DULE F) R VALUE OF ESTATE Real Perso Joint Trar,s CLEA E CODE ! Vo!uot:on of life estates or ...:L- PRINCIPLE FACTOR VALUE annuides.... ...... ..... ... ..._ $ t= ESTA-;-E TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Totol Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates Issued by the Secretary of Revenue, Less tax previously paid BALANCE Less 5% of tax if paid within 3 m on:h 5 after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add illY(jrest at rate of 6% from ___ to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $> $ c $ $ Add interest at rate of 6% from to $ $ TOTAL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) BALANCE DUE 48-Adj ustment 4~+Adiustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate HH~ 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. " Eo-< .....J Z '0 ~ ... ~ ~ CI:l '" - C':l ::E t':l < CI) ~ ~ ~ 0 c:z:: ~ CZl Q Q.. - ~ Q.. c:z:: <<l < ~ .... Q.. ~ I:: Q Q.. <<l 0 J > z ~ ~ ~ a - < = = UJ >-. ~ ~ ~ E-< '0 ell Eo-< 0 ::c IQ I:: Z ~ < . (.) I:: c:z:: Z - Eo-< 0 Eo-< H ] Q) 0 u.. CI:l f.4 c.. c.. 0 ~ ~ ~ ..... ~ r'? i 0 c:t: c:t: (.) l; :J ...c: 0 ~ 0 ..... .... - ..... ~ C':l C':l ~ CI) ... ..... ~ ..... < 0 ell 2 ..... I:: 'E 0 >-. ~ ..... .... CI) I:: =6 ..... = 6 .... "0 C':l 0 0 ~< .....J U U REV-518 (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Joseph T. Kanavy 26 Forest Drive Me chanicsbuag , PA 17055 (Executor or Administrator) In Re: Estate of Julia L. KanavY Cumberland County - File No. 21-78-0486 Dear Mr. Kanavy: You are hereby notified that the orip nA1 appraisement in the estate of Julia L. Kanavy has been filed in the office of the Register of Wills of Cumberhnd County on February?, 19...8Q.. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 12,670.01 None None 112,670.01 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 Febr\1a17 7. 1980 Signed ~./II./ tI(~AON.I.J Title Chief .A.pprl'liRer NOTE: This is not a bill. . REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE February 7, 1980 COUNTY Cnmhfll'rlS1nn FILE NO. 21-78-0486 Whereas, Julia L. Kanavy late of Mechanicsburg in the County of t1nmhlll1"lSlnn Commonwealth of Pennsylvania, having died on the =>3"'1'1 day of July 19 ...za , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Gloria J. Richard , 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. DESCRIPTION OF ASSET UNIT AppraIsement VALUES Made for Inheritance Tax Purposes Real Property $ None Personal Property 12.670 01 Joint-Held Pronerty None - ferl'l None A ~~'1'S 112.670 01 ~ . , Have been duly sworn according to law, I do hereby certify that the above appraisement is made in confOIIJlity with the law on this 7th day of February 19 &> . ~~/A.J A'JJI~II;;J) Appraiser Harrisburg (Number and Street) (Post Office) . Penna. .J.. ..J .. .l (j;, ,'J') J ~~ ~ t\ll: 0\ '"'"' >. I- ~ \0: w ..... z s:: w (I) ::> ::s ~ ~ z 0 0 w Q C\I: c--.:: w CI) 1 : > .....' <( 0: ('\I: w .....' s:: a: r-f: a: s:: (I) Cl.. 5~ ClQ "0' (I) ~ Cl.. :;@ LL ~ ~ 'ci" '0 <C a; 00: 0 ~ ~ x a~ c--.:: (I)' 0 ~ '~ '0 .0: ~ 0 t..l I- a 'ra lil ~ <C '0 10: :;:::. ~ ~ a 0.. I- u: Z 0.. ~ i3 (I) .' (I) ....: ..... (5 (I)' w ~ 0.. '~ w ..... ...:I: ..... ~; I: (I) ~ (.) ~ ~ f.'.! ~ ~ ::s ~ "0 E "0 1 '0: z ~ a~ ....:! .Q: 8 ';.. "0 l- s:: ..... s:: ~j <C U: ~ >c: a:: ~ ::s 0 ~ 'Dc:, I- :11 Q ~ ~ <C "0 0 <t:: ~ ..... .0 a: ~~ ..s:: ..... ~~ 'a ..... 0- "0' (I) ~ ta a> ~s..: w ..... a; (I) 0 w s:: (I) a ~ 0::: ~ '~ ..... I .!; J: ~ r-f: ..... c ..... ~ z 0 s:: 'Q) 0 -% ",--, g: ~ ,S ::s t..l ~ ~ '?\ o~ I- '0 'ra "0 0 (I) z a ~ (I) ~ 0::: w (I) ..... c ..... -% ~ fi:; en ~ w a: -----------~-----_IXX BDlDRID . &8 1 ...-..-....-.------..---- dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: Jdress 2 % Tax on $ Nome of Decedent ..lULU DllAVY % Tax on $ Estate Tax, Act of May 7, 1927 $ $ $ $ $ i $ &14.4' f MechanJ.a.lNJ:V . .a. 17055 6%Taxon $ File No. 21-78-486 Dote of Death 7-23-1918 15% Tax on $ Dote of Payment January 30. 1'80 County cum.. r 1aDlS TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rote of _ % from to $ Remarks: -PAID O. ACCOUft- $ lrill ~ [P [L~ @illlr~ SEA L TOtAL AMOUNT PAID $ 614.48 NOTE: This Triplicate Receipt to be retIIined for audit PUI'pOHS. Bar e't e ...t.t.er 0 (Title) Received by NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life tenant or tenant for years, os evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereofter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever It appears that such additional tax may be legally due and collectible for any reason whatsoever.