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HomeMy WebLinkAbout02-13-79 ~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS p., 1- 7 fI... () tt?'~ I'CC-33 ''''"73) RESIDENT DECEDENT (' ~':, ~ ~'t COUNTY OF Cumberland IMPORTAN f, 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'lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE \1A TTER OF THE EST ATE OF } AFFIDAVIT ~F EXECUT~ J.X .ulH~X.QOR. yj..~J._ni9:__Bertha Strathman Huffman iSTATE FULL NAME OF DECEDENT) Late of Cumberland Pennsylvania County State d }. County 01 Cumbe~land __D!;)xothy L. Huffman Cieslicki Execut9rrix ~MOOllU{iKM of the estate of the clbove-named decedent being duly swarn, deposes and sayS Decedent died .._AJd@..st 12, 19~J testate leaving a last will, copy of which is hereto attached. } 'MONTH) (DAY) (YEAR) ~fKtX Name and address of attorney or } other authorrzed representative to whom all correspondence she; ,ll~ ,;..,.:] , Charles D. Daugherty 129 South Hanover Street. Carlisle. Pennsylvania 17013 T'hat a, ,uch ._._.Executri~deponent is familiar with the affairs of said estate and the property constituting f~X ECU TO R-ADMIN 1ST RA TO Rl the a"eh 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 agelli or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the C:l.ceptioll of the following: - ... NAMF 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 Farmerl!> Tr1lst COmpan~1' V;.....o,;-n;l'l 'R HlJ ...... ~ -----.-. 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 of this return, That Schedule A attached hereto and made part hereof sets forth fully and in detai I 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 column~ provided therefore the assessed valuation of each of said parcels, the estimated market value thereof a s of da te of dea th of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property whcrcscver 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; ail 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; u:: HLU';Ug dppateL jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any andl 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 proceed, of which 'F,~r '1ayable upon the death of the decedent; all and the corporate stocks and dividends due thereon and unpaid as ,);' the date of death, bonds and accrued interest thereon to the date of decedent's de ath and other i :;'":,,, :nen t :'" C . .:5 owned by the decedent at the time of death, with thel'l1arket value there- of at such tillle. 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 1>,usiness. 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 cony 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 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 instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the 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 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. ! j;,j .~. i /( i! ,j'I' l ~'-t' ILY 'IJi,.c' I Doro~hy L. Huffman Cies1icki .."..............."(i;~~;~~;~k;iP;~rrExe.cutrIx ) 218 South West Street ,......................................................................................................................_.............,' (Street Number) ..~.~:r::.~.~f:).~.~..~."...~~~~.f:)X~."..~.~.'3.:....~.?9..:L.,?......"... (City or Town and State) V1 . '</ ,r .' ~ 1.0' . I il.- , ,,!~ '.'lc'lh-'IIL / ~' /U I. (!?a.';'C-i..'/lI..;;~ ....L..ril... Subscribed and sworn to before me this ........"....................... ... ......................~.d...lfJJh.. day of ~17MnJ'\Q,:L"-. ......... 19....2.5 ...........~~L.~l g~.,'-\Y]L ~ ~v~~ . ...... "..... . ~i~~ill .n.;.: ~:.,i<;TF.~ 0':: ,WILLS C.l~~A. ...~ . 1, ., ',-,\, (~OLlmL;:.l"n t.xc~rc': NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RC C-34 (4-13) COMMONWEALTH 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 praperty locatsd In the Commonwealth of Psnnsylvanla should be described by lot and block number, strest and street number, together with a general description of the property, with a reference to the rscord 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 mortgages, 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 spoce) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ESTIMATED MARKET VALUE NON E ~ 0 f\ e....- 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. "'l cncu 'RCC -\5' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE fiB" PERSONAL PROPERTY 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 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 pay- able 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. ITEM List and describe fully 1. JOO Shares American Telephone and Telegraph Company Common Stock 180 Shares Texaco, Inc. Common Stock 2. J. 20 Shares DuquesnE~ Light Company Common Stock SO~Shares National Steel Corporation Common stock 4. 5. 1 American Teleyhone and Telegraph Company 8 3/4 Debenture due May 15, 2,000 @ $500.00 Checking Account /1 5-4532- 5 ~. Farmers Trust Company' Household goods and furniture as per agreement with Mr. Ira Gleim 6. 7. 8. Refund - United Telephone Company Wabash Life Insurance Company - reimbursement for medical expenses 9. Insert this total opposite "Personal Property", Schedule ~B" in the "As Reported" column on the last page of this return. UNIT ESTIMATED VALUE MARKET VALUE 7.75 i )J .t..9.'.). i J.62f x X DEPARTMENT VALUATION (Do not write in this space) (IJ ~ (~:q1( $18 I J2Z.~-" 4) (d'O,O() 4, 657. 50 let, S5(". ;t5 I '1 (,~D. 00 ) casS.oo J55.00 I; C-9'!L13 7 /"672-:50' -< ~::!J tJ l., -g~. :31 .5 07. 50 (PJ11~.~1. l~ 000.00 ,. ~ \f- d~ O. DC) '~",..., 33 .sa\p.lo~ I RCC-% COMMO~WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRAXSFEnS RESIDENT DECEDENT (1) 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 (2) Did decedent, wi thin 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 (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of (iecedent at time of transfer N/A (b) State of decedent's heal th at time of ~aking the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~_. (a) Was there any possibility that the property transferred might return to t.ransferer or his estate or be subject to his power of disposition? (Answer ~es or no) NO (b) What was the transferee's age at time of decedent's death? ~2 (5) 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 life 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 designate the persons who shall possess or enjoy the property transferred or income therefrom? (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_.N/A . (7) Did decedent in his lifetime make a transfer, the consideration for which was tltnsfereels promise to pay income to or for the benefit of care of transferor? (Answer yes or no) 0 (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reservert power to alter, amend, or revoke, or which conld 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 affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decertent alone or the decedent and others? (Answer yes or no) N/A 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 rtecedent, if any. Submit copy of any trust deed or instrument, if trans- fers 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, B, or E. ITEM DESCRIPTION MARKET VALUE (Es tima ted) DEPT. VALUATION (Dept. Only) NON E NOfi4J Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last (J'tge of this return. f\lor)u RCC-37' (12-63) CO~OIO!\TWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIAHIES \ h BENEFICIARIES AND ADDRESSES RELA TIONSHIP I DATE (If step-children or I SURVIVED INTEREST OF State full names and addresses of all who "Il T t hOld I DECEDENT OF BENEFICIARY I egl Ima eel ren STATE YES aye an interest, vested, contingent or other- are Involved, set OR NO BI RTH IN ESTATE wise, in estate) forth this fact.) Dorothy L. Cieslicki Daughter Yes 2/4/25 one-half 218 South West Stre.et " - Carlisle, Pennsylvania 17013 I John R. Huffman Son Yes 10/7/20 one-half 1351 North Crescent Height~ I -- #204 -t- I Los Angeles, California ---- 90046 i ---.--....-.. . ~ --i I ! i I --.- j I ----..---- ---- I i I ---.-----. I ".-.------- ! i I I ---.-- I I I ---'---"--'-'---'" '--,-.-.. d_ I ! -----.--. I --'---'-. I Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NON E .... ~ .sCf.l~ ~<'lt t): = '2 ~ S 'S ~.: _ ~ 0 ~ '" u ~ 5: 8ual '5t;t: u ::l 0 ~ S fr ~ p:: Real Property Personal Property .... Transfers Schedule "E" Gross Taxable Estate SUMMARY ... ... .......... ..... ...... (Sch. "A") ........(Sch. "B") .......( Sch. "C") ( 1 ) (As Reported) $. N.oNE $ ....J.2.,.J.o2.9'O $.. N.oNE $ ... Q5()].92 $.. $.].8,.806yS2 . (2) (As Determined) $ $ $ $ $. $ .... t1l III ~ w :I: !-< o ~ z --^-' c o ~ ell b '" '2 = 'E .- '"0 ~-< ~ Z ~ ..... ~ ~ CFl < 0::: ~ ~ -< ~ :I: t-< ~ o 0::: ~ t-< t-< -< ..... ,;. '0 ~ .<Il '" ~ U ~ Cl ~ o w :I: ~ !-< t-< r.... -< o t-< CFl ~ .... o III - <':l .....1 '" 'c ~ ~ ;>>. '" c - 5:i ~ .... o ,C. := 15 u .... o ...c: .; Q:; ;.. .... c o E E o U ....J <( rI) < c.:: =- ~ <( Q Z. ~ ~ c.:: o =- ~ c.:: RCC-42 (4-77) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~F' I \.: ( I If ' 'n,"c..",t:D /' 1\(. t.1" L, ...~tr:... UmERl1ANGE lA;{ O;.y"t 1\ 11 fr.I.U:MV rnllN -r1 BANK NO. Acct. 9-375 - DATEi FII...ED NOTICE OF DECEDENT ACCOUNT STATUS SEP 25 1978 Sept. 22, 1978 Submit in truplicate within the death. STATUSOF ACCOUi'l,J "l0: (JOINT, TRUST, OR INVESTMENT JOInt E RETURN COMPL ETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE Au ust 29 NAMES ON ACCOUNT Virginia B. Huffman John R. Huffman 1 56 SOCIAl... SECURITY NUMBER(S) 171-36-2345 John R. Huffman SURVIVING DEPOSITOR (Beneficiary) INFORMATION REI... A TlONSHIP TO DECEDENT. DECEDENT IN FORMATION NAME NAME DATE OF DEATH son Virginia B. Huffman Aug. 12, 1978 Unknown ("'J /1 / /J //i~ /, /"{, Y c ADDRESS 34 South West St., Carlisle, Pa. 17013 ADDRESS CITY BANKIINSTITUTION ADDRESS Mt. Lebanon Federal Savings 733 Washington Road Pittsburgh, Pa. 15228 & Loan BAI...ANCE OF ACCOUNT AT DOD INTEREST ACCRUED AND COI...I...ECTlBI...E AT 000 TOTAl... $ $ 44.51 $ 6, 503. 92 J / 1,7 / . BANK AUTHORIZATION I HEREBY CERTIFY THAT THE INFORMATION CONTAINED HEREI~~~;RD CORRECT REPRESENTATION OF INFORMATION IN OUR FII...ES IN WITH SECTION 742 PIli< E TAX ACT OF \96\. IAL INVESTIGAT SIGNAl~E OF F~AN J?l:~/C o A:;X l-/ 'It RCC-3S' RESIDENT DECEDENT SCHEDULE" E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERIT ANCE TAX INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder 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 vdluation column. Personal property should be listed as in Schedule "B", plus date of acquisi tion, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of' Acquisi tion, Name uni t percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of ~ntire Decedent's property Interest ,,' Savings Account #9-J7~11 Mt. Lebanon Federal Savings and Loan Association 7JJ Washington Road Pittsburgh, Pennsylvania opened August 29, 1956 in names of Virginia B. Huffman or John R. Huffman ~ 1Ay,A,~1. PI z... (~~!_(}_~% $6, 50J. 9 ~ (,)J o3.Q'" 3/ ~ ~(. q k ,..-- Insert this to tal opposite II,Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. .s a~f1.qf." ".(IIDnPIAIPU! Juapa:3ap a'lJ .(q Pla'l sJuno:3:3V (E OO"OOC$ Japun a:3UDIDq D 'IW" sJUnO:3:3D JU!Or (Z "sJUnO:3:3D aH'" PUD pUDqsnH (L "(pappa S!SDlIdw3) II "(OOC$) SJDIIOP paJpun'l aaJ'IJ paa:)xa JOU saop 'IJDap p) aWH a'lJ JD Hsodap aLJJ uaLJ'" JunO:3:3D LJ:3ns OJ pJD6aJ u!paJlnb'GJ a9 IIDLJs UOHD:3 IHJoU oN "JunO:3:3D e'iJ OJ SJOA IAJn S JO JOA!AJnS a'lJ JO SSaJppD PUD aWDU aLJJ PUD UOIJI1JHSU! ID!:3UOUH a'l~ LJH'" LJJDap JO aJDp a'lJ JD Hsodap 1.10 JO paJsaAU! JUOOWD aLJJ 'JuawJSaAU! JO Hsodap JSOJJ JO JU!o! a'lJ JO UOHoaJ;:l aLJJ JO aJDp a'lJ 'uosJad paSD8:3ap a'iJ JO aWDU a'lJ 6U!A!6 J08Ja'lJ aouaAa~ JO JuaWJJDdaa a'lJ .<JHOU OJ 'IJDap a'lJ JO a6pal"'ou'I JaJJD s.<DP (OL) uaJ U!'IH'" uOHnJ!Jsul IDPUDUH a'iJ JO .(Jnp a'lJ aq IID'IS H 'alp IID'Is JuawJsaAU! JO Jlsodap aLJJ 04 sa!i.lOd a'lJ JO auo PUD sJa'lJo JO Ja'lJOUD JOJ JsnJ4 ul suosJad JO uosJad D JO aWDU a'l4 U! JO aH'" PUD pUDqsnLJ UDLJJ Ja'lJo suosJad aJOW JO o"'J JO saWDU a'lJ U! D!UDAI.(suuad U! paJD:3OI uOHnHUu! ID!:3UDUH D U! paJsaAU! JO paJlsodap S! .(auow uaLJM" :1.10 paJlnbaJ S! JJodaJ ON "SaHJDd pJILJJ PUD aH'" PUD pUDqsnLJ .(q Pla'l sJuno:3:3V (S "'Ipo, os PUD 'sJunO:3:3D aJDLJs 'Hsodap JO S8JD:3 !HJJ8:3 SD '1:305 'sJunO:3:3D JU8WJS8AU! JU!Or (t sJuno:3:3V 4SOJl (E S4Uno:3:3V 6uppaLJ:> JUlor (z sJuno:3:3V s6UlADS JUlor (L "L96L:l0 l:>V XV131V1S3 aNY 3:>NV11~3HNI 3Hl :10 ztl NOI1:>3S :1.10 p8J InbaJ S I JJOd8J V '* R E V-5 18 (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 Dorothy L. Huffman Cies1icki 218 South West St. Carlisle, FA 17013 (Executor or Administrator) In Re: Estate of Virginia Huffman Cumberland County - Fi Ie No. 21-78-499 Dear You are hereby notified that the Original appraisement in the estate of Virginia Huffman has been filed in thE~ office of the Register of Wills of Cumberland County on 13 February , 19R, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 33,536.62 None 3,251.96 $36,788.58 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 Inher'itonce and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date -D February 1979 Signed Title Administrative Officer Note: This is not CI bi II. , RE'V-1l57 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 I COMMONWEALTH OF PENNSYLVANiA RESIDENT INHERITANCE TAX APPRAISEMENT I DAii:. 13 February 1979 Cumberland 21-78-499 COUNTY FILE NO. Whereas, Vi rgiIl.i::! Hnffm:'ln late of Carlisle in the County of Cumberland Commonwealth of Pennsylvania, having died on the 12th day of August 19 ~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti ,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 ~jl'owing 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 $ Rf>a1 Estate None ~ " 33 536 62 T\Tnno Jointly Owned ':\ 2'i1 C)6 'T'nt-",' $36,788 58 I Have been duly sworn accordingr to law, I do hereby certify that the above appraisement is made in conformity with the law on this 11~h day of Februarv. .... ~. .... 19 71--. - ,"_.__.e" Appraiser (Number and Street) lb-rt"-f'i'b'lrg (Post Office) , Penna. >.. ...., s::: :::l o o ~ G'- i--q1 , {: ~ .]_ b.l. i , ' .......... ' ~ ,'; ~ C--1 I- Z w :2: w en ~ 0:: a. a. <( X <( I- w U Z <( I- 0:: W J: Z I- :2 w o Cf.) 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