HomeMy WebLinkAbout03-14-79
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~11l :\0. HCC-62 (!2.66) THIS FORI( REQUIRED IN ALL ESTATES WITH GROSS 488ET8 UIfDER 110,080, UNDER SECTION Tel OF ACT OF JUNE I', 1..1.
EFFECTIVE JANUARY I, 1"2. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
*
OFFICE OF THE REGISTER OF WILLS
County of .... . .Gl}I!il;>~r.l.a.n,q.. ... ... ..
'" .1YH;1...i.a.II! .I.... .~~p.p..e.d.Y." .oJ!: .'................... of .. .~..~~ .In). ;L.e.,,:~~l?~~~Y.,..FA...................
(N_) (Addre.)
being duly --m~~Q.!.~mm__m_mnmh__.according to law, deposes and says t!..t he is the ___n~~~~~~~_~E~_~~Enm__mmhmhh_mn
(Exec., Adm., ~. Etc.)
of the estate of __m____FJJJ_:!-_~~_J:._~__J5._~!!_E_~_~.Y.__nmm___ whose last residence was ____~_~Q_~__jL~nn______mnmn__n_m__nn___ mmn
(No.) (Stteetl
--mJl.I?.I?gX-_A-JJ_~n___1Q~_~bJI?mm.deceased, and that the whole of the estate of said decedent, who died m~l!_~_~_~_n~}_~m~_?_?_~
(City. Borough or Township) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUIllBRANeES UPON EACH PARCEL AT DSATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES AND ltELA.TlONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
-
Personal Property ~ ..0-~4 '1
Checking 34-278-5 ,Peoples National Bank, -.~'- I 6.15/
Account No. Shippensburg
Checking Account No. 142-106723-0, Commonwealth National Bank 654.1:1/
Checking Account No. 00 527021, Iron and Glass Bank 292 . 0
Savings Account No. 17-0022920-4, Commonwealth National Bank 1. 2 6 ........-
Camping trailer 1250.00 ----
1958 Ford Automobile 800.00---
...
g....-'
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the
decedent as of the date of death. Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account, account number and the exact name or names in
which the account is registered.
--
Jointly Held Property
Estimated
Value
None
Transfers within TWO YEARS Prior to Death
None
That at the time of death there was no safe deposit box registered ih 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
Nnnp
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
William L. Kennedv. Jr. R. D. ill
Lewisberry, PA Son Yes 1/5
no"" n . R n #':1.
- Dilloburg, Pl. <::....." v~~ , / r:,
Shirley TT _.:In ,.... ,
R.D. ftll, Box 425, Chambersburg,PA Daughter Yes 1/5
Lois Kennedy Rheam. R.D. ftl,
Shermansdale, PA Daughter Yes 1/5
Jack H. Kennedy, Conestoga, PA Son Yes 1/5
~-
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions.
DEBT OR CLAIM NATURE OF SAME
Funeral expenses paid
AMOUNT
$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
"~
Fiduciary
commission *
.""
OTHER DEBTS AND CLA
(*) See Note below
Total
Note: The estate agrees to advise the Register of W ills if the amount actually paid in settlement of any fee, commission 01' debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this. . . . . . . . . . . . . . . . . . . . . .
,..... 0.~........ dayo~(et7lLeu.., 197f'
.~ad~~~.~~~....
My (omm~1ien Expires June 9, I98It
F.I:l..:I.. T.;. ..~ Vade r.._
~~..~~yA...........
(Executor-Administtltor)
. . . . .~, P... . II.l. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(Street Number)
Lewisberry, PA 17339
................................................. .
(City or Town and State)
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this
. . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . day of , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 19. . . . .
........................................... ..................
Appraiser-
In the event that any future intel'est in this estate is transfelTed in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01' for years, the Commonwealth hereby expl'essly reserves the right to appraise and assess transfer.inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. County, Pennsylvania, do respectfully
report that I have allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction.
Dated: .............................................
.................................................... .
Register of Wills
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,OI.W~:ALrH 01= PENNSYLVANIA
Sffl; INHERITANCE TAX
IEIll' DECEDENT
:::::::::::==::.-::=======:: .-
SllM~L\R Y
. .'--~.".'''--''-----' ----.-.-..------.--------------- ----_._. .-.,..--- --.'-'" ------..----.-
-- ......-.--.-.--..-.-..--------..---.---- , ---,----_._---- ,-,_._~--_._,--- -.-. .'-'--.---"---
If_.__._{~~lJ!l~~__~_LllLam ___._~______._._ .u_..__' DATI:: OF DEATII.4/_,}J/7~_.__._.__ FILE NO. __ .__.____._....._
(f.a:.!: Nam.e) (First Name) (Initial)
.... _' - _, _.-._..___~____."___~_______. "--.--..---------...------.-__.,..0.._._.+-<..--. __. ._~. ~~__'_"_____'_'__'___"_'__'" "0 ~.._____ .____...._._.__.__....... ..__.,. .__.._____..'_.~,_
--.. ,_._--_..-,-----~-----_._._-_._--. ----------_._.-._------._._.-"-~._------------------_..------------- . .-- ._-_..~_.~,~._._--
REPORT OF INHERITANCE TAX APPRAISER
L the Lltldl:rsigned duly appointed Inheritance Tax Apprai ser in and [or the County of ________________._____.___,
yivania, do respe(:tfully report that I have appraised the rc:al and personal property as reported in the foregoing return at
I\.~s ;,I::t forth opposite: each item in the last column to the right in Schedules "A", "8", "C", and "E".
INH ERITANCE TAX IIF PRA ISER
REPORT OF THE REGISTER Of WILLS
I. the I:llldersigned duly elected Register of Wills in and for ____..____..___._______County, pennsylvania, dl' re~;pect-
e"IOIt that I have ~lllowl:d deductions in the amounts claimed by deponent, except as to those items where a greater or
; rnonnt is set forth in th.: last column to the right in Schedule "f", which greater 0r lesser anH)!Int [(presents the sum
.:d as a, deduction.
,i: _____.._..__.____
"-_.,. --_.,-~..__._------_._-
.-.- .- -~ .-.~.._.._-------- -_.,~--
INVENTOR Y
PI 'weri-ylSc'hedule- A)
, n a I Properly (Schedule B)
f t'e'; (Schedllll~ C)
.!!cld Property (Schedule E)
. !l .\ L GROSS ASSETS
(J,:!JIS ilnd Deductions
~:;:; -tFDULI::: F) .,
REGISTER OF W LLS
..._------~----~.._-----_.__._---,--~..._----_.,-_.._----.-...-.--
._-_.__._~--~----_..__._~~._."-----_.._----_...__..._---------._----
VALUE AS REPORTED
$
VALUE AS APPRAISED
$---
VALVE AS R.EAPPRAISED
$._--===--=====--
--
-.
---
-~--
e._
-.
----------..-
----------- .-
,I.: \' ALUE OF ESTA TE ___________.L--.!"_
ti"'1 (II lifl: l:states or
Ii. t:~; .. I .. . t . . It .. . . . . . . . . . .
T; "AX ASSESSMENTS
$'---l---"-- -------=t- ______________.____1._.
$ ---------....-- -------.-..-. -. --.------.-..-i.---
---- - ----__ __ __.__..._____._.1.__
L!~I; OF REGISTER ONLY
. ;::::::.::_===:=:=:==--,--=====:::=='.::':-.'~:::=::::::==::::==::::"--=:=::::::-"=::::':::::~::'::~-:':::'::::;~::::-:_:=~::7-:'-::::-~:~~:::-:::~::~-=--=====-::::=::::--===:::=-:====-=~::-:::_7".==:=---::-:::-==:"'-::::::::::~":.'.=
n ~ _.__.._______________
'II $ ___.._.____________
n ~ ...-..---_____..
.n ~ .___.._.___
II ~ _........___.________
pi ()r~!i~._.__..______
.--..--------- -
I :,1.1 le____.________
TOTAL TAX
I t, s lax previously paid
BALANCE
:'i.c or lax il paid within
lL~ aflfr d<:ath
v-,n:;: OF INHERITANCE TAX DUE
nl:r'::il at rille of .i% from
.... _ '''___''__ to _______
, :~" -,' 01; ESTATE TAX ASSESSED
t tax pdd
BALANCE DUE
II. ~r,~:>1 at rllte of t,% from
.....-..--to ---..-------.
2%
6%
5%
10%
15%
.
COMPUTATION OF TAX
$-'---~' .
$------- -
$---.-
$---- .'
$-----r-.
$ ---_._______L_
-t=
I
_..i___
(*) As evidenced hy Chalituble
Exemptioa Certificates ssued
by the Se,.:retary of Rl~vt~nue.
$...,
L_
$---
:-=C
$----_L_.__
$___.___L______ I
$ _..____--1._
TOTAL TAX BALANCE
PAID
:---t
- --_._-~---_..__.__._-_......_-------~._-----,..._~..-_.-------..---.........-.---.------------.--..-----.-------..,-----.-. ...---...-........,.-....
I 'd:_oQit:J!g.GlSTER g!\lL r ADJUSTMENTS
1lI11I.:re subseqUi~n1: a.djustments are made to the ahove-comput-a'tion of tax by the Register of Wills, f(.r pro~)er leason,
:iame should bf: noted below, with short explanation.
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R E V-518 (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
William L. Kennedy, Jr.
RD1
Lcwisbc.rry, PA
(Executor or Administrator)
In Re: Estate of
William L. Kennedy
Cumberland
County - File No. ?1 7R-0595
Dear
You are hereby notified that the Original
appraisement in the estate of w; 11 i <:1m T. Kennedy
has been filed in the office of the Register of Wills of Cumberland
County on 14 March , 19~, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
Nonp
1,003.61
None
None
$1, 001 I; 1
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22,1965 to June 16,1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date 14 March ]070 S;gned Le.", ~ ~
Title Administrative OffiC'PT
Q
Note: This is not a bi II.
REV-457 (8-78)
DEPARTMENT OF REVENUE
B(JREAU OF FIELD OPERATIONS
. P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVAi\j;A
RESIDENT INHERITANCE TAX
APPRAISEMENT
DAle.
14 }1BF~R 1979
COUNTY ~llmhpr1~n~
FILE NO. 7.] -7R O'lq'l
Whereas, Wi 11 i ~m T.. K~nn~ily late of M~c.hani c.F:htlr~
in the County of Cl1mh~r1 ;mil Commonwealth of Pennsylvania, having died on
the 11th day of April 19 ..11i, 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 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 Estate None
~ .1 - 3.003 61
~ None
Tn-fn~1 u Or.lTl"..:! "'T,,~ "
Tnt"~1 $3,003 61
I
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 14th day of M~r('h 19 ..1!l-.
L~ A'l ~~)~
Appraiser
Harrisburg
(Number and Street)
(Post Office)
. Penna.
l
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