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HomeMy WebLinkAbout12-18-79 RE V-48 4 (8-78) County, Number c1nd Name 21 File Number 21-78-0687 Date of Death 12/12178 - Cumberland SUMMARY (INITIAl..) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate Name SMITH, (l..AST NAME) Clarence (FIRST NAME) M. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland 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", "Boo, "C", and" E". Dated: December 18, 1979 .yandA ;:d.,,:!r:~L REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully 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 allowed as a deduction. Dated: REGISTER OF Wll..l..S ADJUSTMENTS INVENTORY VALUE AS APPRAISED !cODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ 225,000 00 00+ 92+ Personal Property (Schedule B) 12.366 75 10+ Joint-Held Property (Schedule E) None 20+ Transfers (Schedule C) None 30+ TOTAL GROSS ASSETS 237.366 75 Less Debts and Deductions 40- 93- (SeHEDULE F) CLEAR VALUE OF ESTATE annuities....................._ $ PRINCIPLE FACTOR VALUE CODE I Voluotion of life estotes or :b..- F E ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously po id BALANCE Less 5% of tax if paid within 3 month s after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to $ $ t= $ $ $ $ TOTAL TAX BALANCE $ PAID $ Supplemental C<,des: (FOR USE IN HARRISBURG ONL Y) 48-Adi u stment 49+Adfustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate 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. ' 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 December 18, Cumberland 2l-78-068i" 1979 "''''11>._ COUNTY _ FILE NO. -- Whereas, Clarence M. Sm! th late of Borough of Carlisle Cumberland.,.__ ,.~_ in the County of Commonwealth of Pennsylvania, having die! the 12th day of December 19 ~, seized and possessed of an S:'a subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sandra L. Stone , an appraiser duly appointed according to Ln :; having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the ''::J~;; 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 exp,e,t'!,. of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawfu! co'l.', ',11 rate on any such future interest. UNIT ~"- DESCRIPTION OF ASSET ;'),PP(clisE. ,'lent VALUES Made for i ni,::ritance Tax Pur~,scs Real Property '225'o~ol~ Personal Property 12,366 i 75 ~t Joint-Held Property None :'---1 Transfers None . -,- I TOTAL ASSETS 237,366 !~ ! I <" , .'- ._- , : ~- I , I i ~^-- , ~"""""""-'- :,-... "',"'-- -_.,--....- ---r- .'..,,......,..,-...-- : . _......~_.,,..........'_. , L_ '..' ,-.-..... , ~..-...~- .....---. ! i ---.-==: (Number and Street) Harrisburg (Post Office) ~ 1~ i.3n.~1:. ~ -6> ~ ~ ~ ~ ~ ;;? -6> lit :D (1) ....... \Q m III Q (1) 't:l ..... Q) 't:l 0 0 ~(1) (\) C/) (\) ..... :3 (1) 0.. ..., ..., (1) -. t: III 0 0 (1) III s. ~ 0 ::J s. en- 0.. ....... III ......, m ::;> (1) p.. m .... (1) t:l z III 0- 0.. 0 ~ :3 ~ n ::J 0 0 "'tl ......, (1) (1) 0 E -I :3 t: III :t> '8. ~ III ~ 0.. .... ::J .... .... z :D III l:f.l N .... .?"' g. -6> -6> 0.. -l ~ .... 0 ~ tr.1 :J: (') :t:> (1) VI t:l ~ m C ~ s: 0.. ""l ~ ~ 't:l t: l:f.l~ 8 := n :D ~ ~ m t:I tr.1 Qj e:!. ~ z ~(1) 0 :0>; CD 0 t' ~ -I (II p.. -. (1) () I'z1 X l> t1 l:f.l l:f.l 0 -l .f:F!. E:ti .... 3 3 ~ CD .... . .... Z I-' 0 Q ~ g. n (1) III (') Pl p.. ~(1) ~ CJ) .... ::s ~ (1) 0 (1) m ::J ." t tD ......, X 0- ~.... ~.... :D t1 t'" 1-1 0 -I 1-1 ~ ......, l> m I-' CJ) X < N f;; l> m .... "'C Z :.... N 0 "'C :N .... :D c: :...... \0 ~ m :.... ...... \:l : (Xl (Xl C/) :...... 0\ (1) m (') ~ Q ~ ...... (1) 0 \Q ~ m t: :...... a z ::J -I .... :\0 "<::: REV-5IB (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 Florence E. Chronister Mildred W. Zeigler 904 Harrisburg Pike R. D. 11, Ridge Road P. O. Box 567 Boiling Springs, PA 17007 Carlisle, PA '17013 (Executor or Administrator) In Re: Estate of Clarence M. Smith Cumberland County - File No. 21-78-0687 Dear Mrs. Chronister, Mrs. Zeigler: You are hereby notified that the original appraisement in the estate of Clarence M. Smith has been filed in the office of the Register of Wills of Cumberland County on December 18 , 19 79. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 225,000.00 12,366.75 none none $237,366.75 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 recei pt of said notice as provided by Section 1001 of the I nheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date December 18, 1979 Signed ~J).d/l.l1J ~ Title Appraiser NOTE: This is not a bill.