HomeMy WebLinkAbout08-27-79
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REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIEU> OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEM ENT
DATE Augus t 21. 1979
COUNTY Cumberl and
FILENO. 21-78-0534
Whereas, Howard A. Saum late of Carl is 1 e
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 15th day of Seotember 19 'Za-, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra L. Stone ,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 $ r:;.{.. nnn
nn
Personal Property , 20,103 59
Jointly Held Property none
Transfers nnnp
TOTAL ASSETS 76.103 I)q
=
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Have been duly sworn according to law, I do hereby certify
with the law on this ? 1" t day of
praisement is made in conformity
19 ~.
Appraiser
(Number and Street)
Harri shure
(Post Office)
, Penna.
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RCC-84
(B-77)
-- -
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OFFICIAL NOTICE OF '*
INHERITANCE TAX
ASSESSMENT ~. .
,COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
TO- . '''\/l41'/ r ,v, J ;~i +j 3 .!.,! /(~\'"
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DATE
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ESTATE oF! " , ,;In., ,., \' I
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FILE NO. i vi I
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COUNTY Of i. \}/\y...\,
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For County Information purposes only
COUNTY FILE NO: ,I (). /-/"{'. ,9
I
DATE OF D~TH
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----------------------+--------- -- - - --- - - - -- -- - - - +---- ---- - - - -- - - - - - --
!
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property /Transfers
$
.{<< \j () ()
t-:': 0 J I., ;:\
uO
I J
Total Gross Estate
$
~/1 ( .. I~" ).~
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Total Approved Deductions
I J:'" ,
(.A' ".1 'j '/ I Y
Clear Value of Estate
$
/ ... . i
:~ '/"... "'1.. 1;-, '-I-..'~
Less: Approved Charitable Exemptions
/
Clear Value of Estate Subject to Tax
$
;) ..:;; 0 ~ !.l
Amount Taxable @ 15% Rate
$ SD I 1.-: -. ,d I due
tax
~ (1 ) ~ ~J due
~ tax
J " './
$ 9' I "
Amount Taxable @ 6% Rate
j .S~.:-;>/ .;; I /'
AMOUNT PAID
TOTAL PENNSYLVANIA INHERITANCE
DUE
$ '~,:':;' ~ 1:7
Less Credits:
DATE OF PAYMENT
DISCOUNT
INTEREST
TAX CREDIT
/~ .1 < ? f)
.
$
$ (: -:; ...~_:. -?/ / {, .~;
$ , .'..<,' r.'<
+ $
+
=
+
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BALANCE OF PENNSYLVA~IAINHERITANCETAXDUE
$
/-"'..,'
. .,,' "
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/:/
A .V((.
rnterest will accrue at the rate of si* (6) percent per
;
Inheritance tax from
annum on the unpaidl balance of
to t~~ ,. q~te of I paymenl~
,..- . / i A - I
Assesse~: r lit ., t ,:! !~.. l,
"J A~~nt for tne tmmonwealth
-;,( .
.j:..;.',/-
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF Will'S COpy
OFFICE OF THE
REGISTER Of' WILLS
Cumberland
//- ~7y -,)3 if-
(~~~ / t'
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTtONS ALLOWED IN
Form RC C .10
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,
THE SUM OF ............ $ If;....7.9....7..-L2.
OF'
COUNTY
/'\
AND AGENT OF THE CO~~ONWKALTH
DATE OF FILING APPR^ISEMENT t^i AJ. Of ;;</, //1 '7 q ~
DAT&: OF DEATH Septe mber 15" 1978
I ,
DATI!: NO. OF NAMIL OF' PAYEE REMARKS AMOUNT
VOUCHC"
..~.r CCNB Bank" N. A. Payoff on note #1104751-00006 1507 92
Linda Hasselquist Reimbursement for misc. expens Ies 225 00
G. Book Roth Funeral Home Funeral expenses 1261 00
Linda Hasselquist Reimbursement for m isc. expe ns ~s 125 00
Harris Assoc iates X-rays 9 00
Dauphin Oil Co. Heating oil ~~~~2
R. & A Bender Trash removal /U_ ",-_u-3-;c_O()
Insurance Co. of N. America Insurance on 705 Wilson St. 69 75
~~rT Andrew Publications Subscription to swine flu and 300 00
litigation renorter
__1 r Dauphin Oil Co. Heating oil 60 57
-"'~ Dauphin Oil Co. Heat ing oil 113 06
-t Borou~h of Carlisle Water and sewer 31 79
-- -
Dauphin Oil Co. Heating oil -- 107 20
veL. &.iJ1
The Patriot News Subscription - Jan. 1" 1978 to/lfRa 31 50
- - 1
Pa. Power & Light Co. Final bill 12 69
t Dauphin Oil Co. Heating oil 57 35
j Recorder of Deeds Tr~nsfer taxes on sale of 560 00
-- rea estate
j B-H Agency Realtor I s commissions 3360 00
~-[ Register of Wills Filing report of assets 3 00
I
-~ I IRegister of Wills 2 short certificates 2 00
Internal Revenue Service Bal. due on 1978 income taxes 222 56
Register of Wills 3 short certificates 3 00
-
~egister of Wills 2 short certificates 2 00
- --.-- Register of Wills Filing debts and deductions a QQ
ttecoraer 01 LJeeas .lj,ecoral~ release . vu
Robert M. Frey Attorney s fee 3805 18
-- f
fJoward G. Baum Executor's commissions 38()P lti
--.- - I
ESTATE OF
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'c jA' J;t!d
Howard A. Baum
LATE OF Boroueh of Carlisle.
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Cumberland 88:
Howard G. Baum
TOTAL
15" 797. 17
I,
HEREBY CERTIfY. THAT. TO THE BEaT OF
MY KNOWLEDGE AND BELIEF. THE FOREGOING 18 A .JUST AND TRU E srATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUSMITTED TO THE EST"TE OF. Howard A~
INHERITANCE TAX PURPOSES. . ~" _~
SWORN ND SUBSCRIBED BEFORE ME THIS / ~~ DAY 0fP -
18 .7JL.-
~....m. AS DEDUCTIOHS .-oR
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4- ~7
Notary Public Carll." Cumbertand COunty
My Commission Expires Ausust 16, 1119
RCC-84
(8-77)
r
.cOMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
TO:
DATE
..r
/'
ESTATE OF
FILE NO.
COUNTY OF
For County Information purposes only
COUNTY FILE NO:
/
/
DATE OF DEATH
-------------------------------- -- -- ---- - - -- ---- - -------,-- - - - -- - -- - - --
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property/Transfers
$
-'
Total Gross Estate
$
Total Approved Deductions
'./
Clear Value of Estate
$
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
tax due
$ ,
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$
I
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT
INTEREST
TAX CREDIT
$ + $
$
$
+
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
Interest will accrue at the
Inheritance tax from
rate of six (6) percent per annum on the unpaid balance of
to the date of payment.
Assessed by:
Agent for tile Commonwealth
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF Will'S COpy
To in';".!"e
....
:: (<",to and file number should be c:early print-
ad on the chc.::k ()j' fT<"){";f"',;,
T'--':,; ?S5~~'?:":,'~" <
i_:
cf the Inheritance and Estate Tax Act of
1961 (7;: P.C::. ~J: 2-k~
TO !hr~ C' '
r:.:'c~r~:!'''t~1 c;f:or t;"'(:) death of the decedent, a
diScount of fi',<.,{:; \ :J; [.-,(: '\-,(' L ~ I:) ;L'
fnhDrjt::,:'~_:::: T~::x; c-:
deJiorr.1ent et the ,'."1{r~ir
Tax on a future intp"w,t
d::J c':CJ of thn decedent's ceath and becomes
":' de::J!h 172 P.S. ~ 2485-711). 'nhe;;t3nce
":e transfer takes effect in possession and
::-;~etc:;t f{,::n tho delinquent d~re shc',rvn
. <1 int'cfc'st table:
enjOV:Tl2 n! ar.d i,;
on thE. 1'..;:,::e cf this Tt i"')
--- ~ - '-~ _ "__7~ _ _ ___ '_'_,~ _ ~__,
(V: ':
-,._-----~------------- -- -- -----
1S
.025
.0elO
.045
10 mcn1hs
11 mon;hs
12 months
.010
.0"
IS
.00017
.OOO:~(\
.000",
.00:)08
OOC,:'i
'Jl()}
21 days
22 days
23 days
24 days
25 days
26 days
27 days
28 days
29 days
30 days
118
1:,
/
- ,-,~ '-.' ._.. - -~ -- ~~. - -, -. .
.050
.055
.060
.00352
.00369
.00386
.00403
.00420
.00437
.00454
.00471
.00488
.00500
';<.'ct !:~-~,\;"";!O \'v;~.!:i1~
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te'f'<;t.
'"iD :,..~fDt':_'l
. . "i'alive, not satisfied with
ce as provided by Section
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