HomeMy WebLinkAbout03-22-79
.
RCC-33 (4-73)
..
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
02 i - 7 Y -- t~-) 7
RESIDENT DECEDENT
COUNTY OF
c:nMRF.RT,~Nl)
IMPORT ANT:
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~enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
} AFFIDAVIT OF
EXECUTOR
XHm15X~
Mary J. Martin
(STATE FULL NAME OF DECEDENT)
Late of
Cumberland
County
S~~of Pennsylvania
County of Cumberland
} 55:
K~~.x
Sally J. Winder
of the estate of the above-named decedent being duly sworn, depose S and say S
Executor
(MONTH)
Name and address of attorney or }
other authorized repres,entative to whom
all correspondence should be mailed.
(DAY)
, 19-2LJ testate leaving a last will, copy of which is hereto attached. }
( YEA R) ~JltlKl!(tX
Decedent died
October
5
Sally J. Winder, Esquire
c/o McCrea & Davis
22 South High St.
Newville, PA 17241
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
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: -
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
F1rst Na 1
Pennsylvan1a
Mar
J. Martin
That the contents of said safe deposit box or boxes are itemized under Schedules
with 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 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
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, trus t companies, or other ins titutions, whether individually, or in trus t for any other person or persons
giving also separately the accrued interes t thereon, if any, down to the last in teres t day primT 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 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 proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment seCULlics owned by the decedent at the time of death, with the market value there-
of at such time.
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 t'1ere is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or rmsiness.
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 deeedent's interest
therein mm;t be submitterl. 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' rlecedent's death, or intended to take eff'ect 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 f'acts 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 COllY
of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of' the txercise by decedent, either individually, or jointly wi th 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 anrl 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 rlecedent, 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 vesti ture of
real estate and the date of' acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the rlecedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deduction" claimerl 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 fildiciary'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", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ................................
/).!;J... da" of ~Y)M-\~ 1976,
~~~ (. f-/a,UYz. .
t\/\.'/,II :C'l~ c, f'! ~ ':~:I i :.ry pU\j\ic
!'
: ',-do,
ej,>, c', S"pi;;Ii.l:ic:r 22, 1'180
fJ., Cr .,..
NOTE: Before signing affidavit make sure all blank spaces in the a fidavit and scherlules 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.!4 (4073)
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 property located In the Commonwealth of PennsylvanIa .hould be
descrIbed by lot and block number, .treet and .treet number, together with
a general descrIption of the property, with a reference to the record of the
conveyance by which the dec.dent took title; If a farm .tat. numb.r of a.
cr..; 01.0 .tatement of mortgage encumbranc.. upon .ach porc.1 at d.ath
of d.cedent. Taxe., a.....m.nt., accrued Inter..t on mortgage., etc.,ar.
to be lI.ted on Schedule "F" and must not be deducted from thIs .chedule.
(1 )
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not wrIte
In thl. .pace)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
Tract of farm land with the buildings
and other improvements thereon erected
situate in South Newton Township,
Cumberland County, Pennsylvania
Approximately 7 6 Acres
Recorded in the Office of the Recorder
of Deeds in and for Cumberland County
in Deed Book "U", Vol. 13, Page 110,
deed dated March 13, 1948.
$11,510'; ~.
$106,000. ~ \OlP)OOO. CO
Insert this total opposite "reol property", Schedule "A" in the X X X X X
"As Reported" column on the lost poge of this return.
$106,000. 00 \O~I()OCl.CO
.
RCC -35,
RESIDENY DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
'.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
I NS'rRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time or 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 or the decedent, but
payable at death to another or others, including but not limited to P.O.D. V. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the ract that they are not or the administered estate.
Tangible personal property should be listed rirst (e.g. jewelry, wearing apparel, household
goods, and rurnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certif'icates, 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 or or income from any property held in trust under the will or agreement or another, even though
located outside or the State, at the time or death, should be listed in this schedule.
Item
NO.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.
Proceeds from sale of personal effects
Public sale held November 24, 1978
~
$5,183.5~ 5,11.3.5S
2. Bank accounts:
First National Bank of Shippensburg, PA
Savings Accounts
#1222065
Mary J. Martin POA John D. Martin
3,072. 48,/V-a, 01 ~. *'
//
123.5Y
\ ~3. 5 I
#14444
Mary J. Martin or C.H. Martin
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page or this return.
x X
$8,379.54
~, 8'~.~*
I'
'lb: Pennsylvania Depart:Irent of Revenue
Bureau of County Collections
From:
RE: Estate of
Mary J. Martin
Deceased
Date of Death:
October 5, 1978
It is hereby certified that the alx>Ve-narood decedent hcrl, on the aOOve date, the
following accounts with us:
A. CHOCKIN3 AO:XXJNl'S
Account No.
503-328-9
Title of Account
Mary J. Martin or
John D. Martin
Date Opened
May 1967
Balance
$2,186.94
a. SAVINQ) MXDUNTS
Acoount No. Title of Account Date Opened Bal. (Prin. & Int)
1222065 Mary J. Martin 3/8/78 $3,072.48
POA John D. Martin
114444 Mary J. Martin 9/8/67 123.51
C. CERl'IFICATES OF DEPOSIT
Nunber
owners
Date
Face Value
Earned Intel:e~
NONE
flRST NATIONAL BANK.. SHIPPENSBURG. e&
Date: November 27, 1978
By
RCC- 3D
CP'!\I0:'i'n<:\LTH OF PFNNSYLVANB.
T!L\~SFER INHERITANCE TAX
SCHEDULE "c"
TRANSFERS
RESIDEST DFCEDENT
(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, 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
(3) 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 heal th at time of making 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) 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?
(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)
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no)
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(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? (Answer yes or no) 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) 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 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 atten,Ung 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 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)
NCt"\L
NONE
Insert this total opposite RTransfersR, Schedule .eR in the
RAs Reporte<lR colwm on the last page of this return.
t\l 0 f"\t..
~.
LAST WILL AND TESTAMENT
I, Mary .J. /'.1artin, a resident of the Township of South
Newton, County of Cumberland and Commonwealth of Pennsylvania,
being of sound mind and memory, do make, publish and declare thi~
to be my Last Will and Testament, herehv revoking any and all
Wills by me heretofore made.
FIRST: T hereby direct my Executor, hereinafter named, to
pay all my just debts and funeral expenses as may conveniently
be done after my decease.
SECOND: I give, devise and bequeath all my estate, he it
real, personal or mixed, to my SIX sons, to-wit: John D. Martin,
Bruce E. Martin, Charles W. Martin, Samuel I. Martin, Arthur E.
Martin and Robert L. Martin, equally, share and share alike,
of their heirs.
THIRD: I hereby nominate, constitute and appoint W. H.
McCrea, Jr. to be the Executor of this my Last Will and Testamen1
In the event W. H. McCrea, Jr. should be unable to serve as
FXeCl1toT for any reason h'hatsocver, tLcn r ";(:>!'d nate, cr,nsti tute
and appoint any other member of the Law Firm of McCrea G McCrea
to serve as the substitute Executor.
IN WITNESS WHEREOF, I hereunto set my hand and seal to
this my Last Will and Testament, written on one sheet of paper,
dated this
1/)
day of July, 1970.
~ ) It) I I f ;1 , i,~'
---7-" ---- ---t--- ,-..--.- --.- J_________
I
\j
(SLI\L'
This instrument was by the Testatri x, r.lary .J. Martin, on the
date hereof, signed, published and declared hv her to be her
Las t Wi 11 and T est am C nt, i n 0 u r Dr e s en c C, ,,'iJ1O a the r 'r f~ que s tan d
ill her presence :lnd in tllC nrcscllce of (>(1l'h other, we le'lievinp
her to be of sound and disposin~ mind and memory, have hereunto
subscribed our names as witnesses.
McCREA & McCREA
ATTDRNEYS AT LAW
.' i/ -'.' -
l,,;.,( / i, /' j/
,", /~ ,I' / l / /_ /
________J, -L-.:1_-_..__L~+,-_..:'._-_L.':._~-'-.L'--f~L ___
NEWVILLE & SHIPPENSBURG
PENNA.
.... .. .i
._---_._-...-,~-_..._---._....
RCC-37 (12-63)
CO~t\lO~\n:ALTIl OF l'E?\:'\SYYL:\NIA
TRANSFER INHERITA!\:CE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIAHIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP I SURVIVED
(If step-children or i DATE INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other are involved, set STA TE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
1 c~~"~l I Martin c:::nn yes sui juris 1/6 interest
P.o. Box 14
Walnut Bottom, PA 17266
2. Arthur E. Martin son yes ,sui juris 1/6 interest
R.D. #5
Shippensburg, PA 17257
3, Robert L. Martin son yes sui juris 1/6 interest
R.D. #1, Box 314
Shippensburg, PA 17257
4, Charles W. Martin son yes sui juris 1/6 interest
R.D. #2
Shippensburg, PA 17257
5. John D. Martin son yes sui juris 1/6 interest
R.D. #2, Box 135
Sh~ ~hll""rT D1I. 17?r::.7
-'" '" ~
6. Bruce E. Martin son yes sui juris 1/6 interest
R.D. #2
Shippensburg, PA 17257 I
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
....
o '
....,"'.....
E<'llo
1n:: s::
'2 Q) E
's ~.::!
_0.0
~ E tJ
~ 0:
....<.>'0
o Q)
---..........
::s en ~
'"' ;:l C
~ E g.
[:1. ~
SUMMARY
(Sch, "A")
. ...(Sch. "B")
.... (Sch. "e")
Real Property
Personal Property ......
Transfers ... ..... .....
Jointlyownedprope-rty "(Sechedule . "E")'"
Gross Taxable Estate
( I )
(As Reported)
$106,000.00
$ ...8,379.54
$
$ 546..74
$.. ..
$114.(926.27 .
/0\
'."" I
(As Ddermined)
$
$
$
$
$
$
f- '0
Z Q)
.... W Ul
ell - c:l .: ...;l
Q) Q) 01
>- ,L, .tJ ~
W .Q) ~. rI'J
(J) Cl 8 -
.... ~
~ o:l er::
IX< ~ 1::. '2 Q.,
..... 0 z. 0 't1 :':l Q.,
..... H +J' ~ >
t.l ~ t.l ~
:x: :x: w 8' ~. >,
f-o W f-o ~ p:;. Q) r-I Vl Q
c
~ :I: .... ~ ~. z ~ ~ Z
0 0 E-< Q) a:;
Z f- (J) 1j. ~ ..... ~
~ W . . .... ~
----- 0 tJ. ~. 0 er::
c 0 U ...c 0
IX< .....
c ~ U) - Q.,
:c ~ Q,; '"-l
'" E-< ~ .... ::: =
.l:l E-< 0 ==
Vl ~ .... 0
'2 - c .c' ~
] ..... Q,; S
.....
~ ;;: - 0 0
....l U U
RCC-3B
COMMONWEALTH OF PENNSYLVANIA
TRA..NSFER INHERITANCE TAX
. '
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schertule must disclose all property, real and personal, owned by the rtecedent jointly
wi th 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 lmder 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. Personal property Should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
^
'^
Joint checking account with The
First National Bank of Shippensburg,
Pennsylvania
#503-328-9
Mary J. Martin or John D. Martin
Account opened May, 1967
Balance as of date of death $1,093.4"
(),
unit
Value
percentage
Share
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
50%
/ ~
'-
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of
Entire Decedent's
Property Interest
V
546.7tY
$546.74
.s'it..1~
R E V-518 (8-18)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPLY Pl.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Sally J. Winder
C/O McCrea & Davis
22 S. High St.. Newville. FA 17241
(Executor or Administrator)
In Re: Estate of
Mary J. Martin
Cumberland
County - File No. 21-78-0597
Dear
You are hereby notified that the Ori~inal
appraisement in the estate of Mary J. Martin
has been filed in the office of the Register of Wills of Cumberland
County on March 28 , 1922-, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
106,000.00
8.379.54
None
546.74
$114,926.28
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 rote 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.
-Z2-. \ - --
Dote March~ 1979 Signed '--~ ~ ~--SA:::>
Title Administrative OrT; CAr
Note: This is not a bi II.
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
DAle.
March 28. 1979
Cumberland
21-78-0597
COUNTY
FILE NO.
Whereas, Mary J. Martin late of South Newton Township
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the I:)th day of Ol'!tnhpT' 19 -28, 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 Pronertv $ 106 . (')()() 1m
Personal Pronertv 8_~?q 1:)4
Transfers Nn"".
Joint-Held Property 546 74
I1Y\I11 ^ T - 1tlllL n..,c. ..,Q
I
Have been duly sworn ac~~lling to law, I do hereby certify that the above ~praisement is made in conformity
with the law on this t day of arch 19 ~.
~ ~'-o'" ~
Appraiser
Hatrisburg
(Number and Street)
, Penna.
(Post Office)
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