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HomeMy WebLinkAbout02-13-79 - ..... COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONL~J ,,-. OF RESIDENT DECEDENTS -tM . RCC-l03 (3-73) COUNTY OF Cumberland This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine months after da'e of dea,h, unless an extension is granted by the Secretary of Revenue. ~ i J-t' f\'"dm.!!.. No. (NAME) ofR.D. #1, Gardners, Pennsylvania (ADDRESS) 19~ I, IRENE M. MYERS :Misc~', being duly sworn according to law, deposes and says thaC3he is the of the estate of CHARLES L. MYERS widow (EXEC., ADM., LEGATEE, ETC.! late of Gardners , Pennsylvania (CITY, BOROUGH, OR TOWNSHIP) :-fi , " I /--,. -,-', deceased, and that the whole of the estate of said decedent, who died on September 10, 1978 (DATE) consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscri bed before me yl 19~ JM~ 'wrM (51 G A'TURE! / IRENE M. MYERS - ( TITLE) widow the { '-' 'J!"j Type of . sse: Real Estafe,.e. rs. Property, Jointly He Id Prop. or Transfers \II.'i COf,',;.1;."iU,j ... " U ' 3 [:.'''n ".CJ 'AS~'ET'S" Es timated Market Value Department Vo luation CAUTION (Do not wri te in this space) (Attach additional sheets if necessary) Description of Asset Jointly Held Prop Farmers Trust Company Savings Acct. #2-01949-7~ Jointly held with Margaret C. Strock (daughter) Joint account established April 15, 1975 2,079.63 "?-lOI((.63 I, \ J I J , TOTALS 2,079.63 --z.. , Crt ct . 1.03 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the fore oing schedule at the values set forth opposite each item in the las t column to the right. ~ Dated:. 13 Fehrn.<lry 1979 PRAISER) Name of Payee DEBTS AND DEDUCTIONS Nature of Claim A mount Claimed Amount Approved by Register Irene M. Myers Family Exemption $ 1,717.40 2,000.00 R.L. Pittenturf Funeral Bill TOTALS $ 3,717.40 3 r TO REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the I,ast column to_ the right, which greater or lesser amount represcnt~~l allowed as a ~uction. Oate 0' Appm,,' :7~,\-- 13 I 'r ?f --- ,4 <.4,v{ €, L"-'",k;w ~ , \1tc ~ ,..... i.,.f _/ I -' i p"- ,;;J / - 7 ? - 100 0 ;I -, ~ ~. po. - r- s - (") ..... (") r.o ~ ";:\ 0 ... ..... 0 g ("; ~ rr> S 0 :::; % ~ -. r.o .-1 ... 0 ..... ~ ~ 0 ,0 -. ~ ~ tt\ ("; -0 r.o Q 0 \ ~ 0 - ~ ~ ;;. % rr1 '"11 0 ~ ~ ~ i. ';l:?'" -. 5' 0 ~H ~ -e ~ ~ -n -I '2. ("; rs -I :t. ~~ 0 S I-' {fJ rr1 ~ ~ rn ? ~ rn \ ~ rr> 0 (1)'2'. ~ '\) << "'0 ~ '"11 ?J (Jls;/" ,0 ~ ~ ~ !: ,... r.o (f) VI a ~ ~ ~ !'\ .-t.. (\ ~ !'\ ("; .". ~ \II .-1 \T\ \~ Q. \ -- .. OCT 1 2 FARMERS TRUST COMPANY CARLISLE, PENNSYLVANIA Date October 11, 1978 Roger B Irw1D EsQ. 1W South Hanover Street Car1isla, fa.. 17m. ~ Re: Estate of ChA'r1Aa L. ~~ Date of Death S""t.-.hA'r ln, 1978 Dear Mr. Irwin In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is }iqted as a separate figure. Very truly yours, //,j;,: - /7 c.Jk~~ / G--J OliTe Bolinger ~ Supernsor Bookkeeping Department Balance in savings account' 2-01949-7 $4,112.60 Interest $46.65 A.ccount in rumes or Charles L. M7ers or Margaret C. Strock ~ * 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 Ntrli. !!'r~;~ #,) .... ~1-1ft1!'(l I'D t'11 . Cudnera. P.\. (Executor or Administrator) In Re: Estate of ____ CMrl.. L. ~..r. Cw.'\ht'er 14:\(1 County - Fi Ie No. ,,1, 7?-(i';H Dear You are hereby notified that the !~sol....ct appraisement in the estate of {;,,,,...l.. L. Mr.- has been filed in the office of the Register of Wills of C.....l~.d...a.r.t County on 13 F4brwuT , 19~, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total lierne ~O;;::. ~ , , 01' . (l ) U.lJn.63 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. Date _ 11 1'f'.bl"uary 1'79 Signed L~ ~~ ~ 2) Title i\j'd.n.i..su.cl,v,. :Jffteer Note: This is not a bill.