HomeMy WebLinkAbout03-05-79
- ~.
. R C C-33 (4-7 c,)
COMMONWEAL TH OF PENNSYLVANIA
DEP AR TMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
'*
RESIDENT DECEDENT
COUNTY OF
CUMBERLAND
IMPORTANT:
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\tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
} AFFIDAVIT OF
EXECUTOR
>>JmmI~XKAalOJl
IN THE MATTER OF THE EST ATE OF
STELLA E. GREAK
(STATE FULL NAME OF DECEDENT)
County
S~~of Pennsylvania
},
County of Cumberland
Donald E. Matter
Executor
~
of the estate of the above-named decedent being duly sworn, depose S
and sap
Decedent died September
(MONTH)
Name and oddres s of attorney or }
other authorized repres.entative to whom
all corres.pondence should be mailed.
3
, 19~{;e~aVing a last will, copy of which is hereto attached. }
(YEAR)
(DAY)
Gregory M. Kerwin, Esquire
701 Blackstone Building
Harrisburg, Pa. 17101
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-X~~XKlX)
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
excepti on of the f,d low ing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
None
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 detail 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 pos ses sion, s tanding to decedent's credit in banks of deposi t, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prielT 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, boa ts, and any and all other personal chattels of whats oever, 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 Jate of death, bonds and accrued interest thereon to the date of decedent's
death and other investment S,CUid "",;ed 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 rlecedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said "cherlnle, financial statements showing the assets and liabilities of sairl co-partnership or lmsiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tlie agreement)
together with a statement setting forth the character of the ~miness, its location, and such other facts
pertaining t,) the business as may be pertinent to a fair and just appraisal of the decedent's interest
thereIn m\lst be submitted. 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 anrl in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after rleath, 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 facts 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 copy
of the deed, trust agreement or other instrument creating the trust. There is also set forth in said
schedule a list of all property, real and personal, with its value, which paBses at decedent's rleath by
virtue of the exercise 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 instrmnent creating such power attached to the scherlule.
That Schedule D attached hereto and made part hereof sets forth the names and 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 rleath of all minors, annuitants anrl beneficiaries for life unrler decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to deCHlent, 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 wi th another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instrlooents effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all (lehts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses pairl;
family exemption, where applicable; costs of administration of this estate; counsel fees aml fudiciary'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 unpain at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed unner Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledgerl 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 cl aiming and allowed, that the same will be reported to the Register of Wi] Is, and tha t
the amount of tax assessed can be reassesserl in accorrlance therewith.
That the totals of the appropriate columns in Scherlules "A", "B", "CO, "E", anrl "F" as directed therein,
have been carried forward and properly regis te!'ed in the Summary.
Subscribed and sworn to before me this ....................~;/
....d.;?\%J./.. . ......... day of .A/Lr'1~::.r!.j~.... 197!....
~r(}~{:~~.m .
....~~~.....c~.....2nd~~........._...
( ExeC1Ltor-gll>>~jgt)
Donald E. Matter
............................................................................................,...,.........................
(Street Number) .
3410 Bedford Dr1ve,
..Ctt!~...~i.f;J;/~:~...st1JPll
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and scherlules annexed are
filled in with details or the worn "None", ann in case the assets include rare and unlistect 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 Schenule "B" are attached. ;\]so make
certain that column #1 in the "Summary" has been properly completecl as above-(Urectecl.
. ,-
RC 034 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
,TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "Au
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 Penn.ylvanla .hould be
described by lot and block number, .tre.t and .treet number, together wi th
a general de.crlptlon of the property, with a reference to the r.cord of the
conv.yanc. by which the decedent took title; If a farm .tat. number of a.
ere.; 01.0 .tatem.nt of mortgage encumbrance. upon .ach parcel at death
of dec.dent. Taxe.. a.....m.nt., accrued Int.re.t on mortgag.., etc.,are
to be lI.ted on Sch.dule "F" and mu.t not b. deduct.d from thl. .chedul..
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
Premises situate at 3408 Bedford Drive,
Camp Hill, Pa., having thereon erected
a single family dwelling house.
For Deed Reference see Deed Book
"U", Vol. 17, Page 342
(Value based on Appraisal)
k::
$ 36,500.00...-' 31,,600. Db
f) l.'1 (: ;';,
" v . .. V '
J-. A .A, J.
J LJ. CI' J:,
? 7 I' /.,
)) (/ C,
<I,
~ '. "
4 ;^ "
u
2t,) 3
" /,,~/
..
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
,3te" 500. 00
SCHEDULE "B"
~
rr:c -35
..r .'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of 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 of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat&.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, 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 undis tributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1971 Mercury Sedan
(Value based on selling price)
$1,500.00 ),,/ \)500.DO
Household Furnishings including
furniture and appliances
(Value based on total net proceeds
from sale) (~n",J <oJ \,
Checking Account at Dauphin Deposit
Bank and Trust Company, Market Street
Branch, Camp Hill, Pa. -
Checking Account No.
$2,281. 80 y/ Jjd. ~ I. "80
--.
$ 544.54 V""
5i{y.51
Fur Coat (Selling Price)
$ 250.00 ,/"'.
dSO.DO
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
L\-)5'llP.3i-f
RCC - 36
COMMOXWEALTH OF PENNSYLVANIA
THANSFEH Ii\HEn.ITA~CE TAX
SCHEDULE "c"
TR\NSFEllS
H.ES IDE;.,'T DECEDENT
(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 (includi ng a spouse) in j oint ownership? (Ans wer yes 0 I' 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
est.ate or be subject to his power of disposition? (Answer yes or no) no
(b) What was t.he transferee's age at time of decedent's death? no
(5) Did decedent. in his lU'etime make any transfer wit.hout 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) no
(b) The right to (lesignate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) no
(6) If t.he answer to (5) (b) a"bove 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, t.he beneficial enjoyment of which was subject to change,
because of a reserved power to alt.er, amend, or revoke, or which could revert to decedent under terms
of t.ransfer 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) no
NOTE 1: The answers to these questions should be supported by affidavit by the attending 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 vallIe at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust rleed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
'WTE 3: List applicable property below in manner in which provicterl in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima tect)
DEPT. VALUATION
(Dept. Only)
NonL
NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
N GYU.J
Rcq-_37. 1.12-63)
CO~I!\lO~\\'E.-\I:T1! OF PEX:,\SYYL\NIA
TRANSFER l~IlERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "I),'
.~~~)I
/jt,j;~"'i' t\
J ~,,'~~',*Jft::CJ::-~,l
~ ",_c_ "..... v-~-...'
".",. "~ ~"'-
, '(-,,_." ,
BEi\EFICIAHlES
\
h
BENEFICIARIES AND ADDRESSES RELA TlONSHIP i SljRVIVED I DATE
(If step-children or i INTEREST OF
State full names and addresses of all who illegitimate children I DECEDENT OF BENEFICIAHY
aye an interest, vested, contingent or other- are involved, set I STATf~ YES' IN ESTATE
wise, in estate) forth this fact.) : OR ~R:TH
I
Df"\n;::,1 n F.. M;::,++t=>r ;::,nn --+ I
Nancy E. Matter.
3410 Bedford Drive I i
I
Camp Hill, Pa. 17011 nO relation Yes t- 1/3 residue
AIda E. Miller
R.D. #1, paxinos, Pa. no relation Yes 1/3 residue
Charles H. Scholvin and
Ha:ze 1 E. Scholvin I
Hampden Avenue ( Hampden Twp.
Camp Hill. Pa. 17011 no relation Yes 1/3 of residue
-1
I
!
- I
_.
-
1--
~
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
....
o .
....."'.....
E..:t:'"
Vi::: d
'a Q) S
's Q) .2
_0.0
v S u
'1 0 :
....u'O
o Q)
...............
:j '" ....
u :j 0
~S~
~ I:!::
SUMMARY
.. ......(Sch. "A")
... ..... ...... . .. ..(Sch. "B")
............. (Sch. "C")
Real Property.....
Personal Property
Transfers ...............
Gross Taxable Estate
( 1 )
(As Reported)
$
$ ............
$
$
$.
$..
(2)
(As Determined)
$
$
$
$
$
$
r-- '0
Z Q) r-I
.... W '" r-I
<1l :<11 .,..j ...;l
Q) ..,.. Q) <
>< "'" .u ::d
W :Q) CI)
(f] ~o 01 "0 -
..... <
~ ~. S !:: ~ QC
~ ~ m m '2 =--
~ 0 C2J: U r-I ~ =--
~ H > <
til -< til
:I: :I: W 4-l Q) >,
'"
t-< W t-< [-; ril. 0 ~. ;.: Q
0 ~ ::c .... ~ ~ Z
[-; 0 [-; ~ .G ~ ~
Z (fJ H tJ'I U
W .....
~ H ::1 0 ~
~ 0 ril 0 QC
>= E-i H: ':t: 0
0 ~ (f.l 0 0:: =--
:c W r:r/' Q) i.I.l
C1l [-; ..... > QC
0 ...
.b [-; >=
'" -< ..... ~. 0
'2 - 0 E
'E ,;'. Q) 5 ~
.- .... 0
.~ ..,., 0:: cJ
~~ ...l U
R C~--38 f .
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRllCTIONS: This schedule must disclose all property, real and personal, owned by the ctecedent jointly
wi th another or others, including intangibles, standing in the ne,me of the decedent and others. List
real estate first.. as ent.ireties, or joint tenants, giving brief descript.ion, as indicated tmner Schedule
"A", plus t.he date an,,! place of' record of instrument effecting vestiture, but do not include enti.reties
or out of' state real estate value in estate valuation column. Personal property should be listed as in
Schec!ule "B", plus date of' acquisi tion, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of' Property, Date of' Acquisi tion, Name uni t percentage Estate
Address and Relationship of' Co-Owners, and Place Value Share Valuation
of' Record of InstrlUnent, where Real Estate.
DEPARTtiENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
~ntire Decedent's
Property Interest
Investment Income Certificate of
Deposit with Dauphin Deposit Bank
and Trust Company, Market Street,
Camp Hill, P~ Certificate
#14-72-11995 dated September 1,
1976, registered in the name of
Stella E. Greak or Clarice B.
Klinger
S tJU, ~O... ,.'
,g., 000. 4 ~ /) tJ,:J()if tJ
-~---..--
SOD. ao
Investment Income Certificate of
Deposit with Dauphin Deposit Bank
and Trust Company, Market Street,
Camp Hill, Pa., Certificate
#14-72-11996 dated September 1,
1976, registered in the name of
Stella E. Greak or Evelyn V.
Scholvin
600. ~D
Insert this total opposite ",Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of' this return.
I\OOD.Io{.D
\
\
\/
"
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
SEP t 3 1978
RCC-43 (4-71)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
08Uphln O.po.it 8~ & Try~t Ca.
21) ~~et Street
H~~eburg. P.nneylvlnl.
ZIP CODE 17105
Pennsylvania Department of Revenue
Bureau of County Collections
Gable Building, 3rd, Floor
411 S. Second Street
Harrisburg, Pennsylvania 17127
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act
of 1961, we herewith submit the following report: ~/ - '1 r- os- J JJ
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT
14 OJ 011996
NAMES ON ACCOUNT OR
INVESTMENT
Hrs. Stell. E. Greek or Mrs. EvelV" V. Schalvln
DATE OF DEATH
Sept..oer ).1978
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR
Mr.. 5tell. E. ~.ek
COUNTY
ZIP CODE
17011
ADDRESS ~gl ~.,;. Ol'lve
-.:J . s.
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
HI's. Evelyn V. Scholvln
268 H....avar Street. Narth......rlend. P..
ADDRESS
RELATIONSHIP TO DECEDENT
Unknalll1
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED
9-1-76
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $
y~
11.000.00. Interest 1.40
v
TITLE
Ja Ann C. Suv.r
A..latent Henagar
Depoait Account Servlcaa
~
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
SEP 13 '1978
RCC-43 (4- 71)
~~
G _~y--:-=-'--
.------~_..~_..
NOTE: TO BE Soom TTED IN TRIPLI CATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
Dauphin Deposit Bank & Trust
213 Markst Qtreet
Harrisburg, Pennsylvania
ZIP CODE 17105
Pennsylvania Department of Revenue
Camp.n'ureau of County Collections
Gable Building, 3rd, Floor
411 S. Second Street
Harrisburg, Pennsylvania 17127
c:L/- 7?- OS-..EJ'
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act
of 1961, we herewith submit the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT
14 03 011995
NAMES ON ACCOUNT OR
INVESTMENT
DATE OF DEATH
Mrs. Stella E. Greek or Mrs. Clarice 6. Klinger
September 3,1978
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR
Mrs. Stella E. Greek
COUNTY Ct~/Ll Ci.../Lv/
ZIP CODE 170 11
ADDRESS 3408 Bedford Drive
Camp Hill J Pa.
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
Mrs. Clarice B. Klinger
338 South 2nd Street, Sunbury, P.. 17801
ADDRESS
RELATIONSHIP TO DECEDENT
Unknown
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED
9-1-76
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $
0-,1 V
(Yw&~
$1,000.00, Interest $.40
~L~ ~" C'<, ~-Xf;C l"-'.PTITLE
Jo Ann C. Stover
Aeslstent Maneger
Depoeit Account Servic.e
*
REV-518 (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIOl'olS
P.O. BOX 2970
HARRISBURG
17105
IN YOUR REPL Y PLEASE
REFER TO
Inheritance Tax Division
l'olOTICE OF FILll'olG OF APPRAISEMEl'olT
Donald E. Matter
3410 Bedford Drive
Camp Hill. PA 17011
(Executor or Adm ini strator)
In Re: Estate of
Stella E. Greak
Cumberland
County - File No. 21-78-0538
Dear
You are hereby notified that the Original
appraisement in the estate of Stella E. Greak
has been fi led in the office of the Register of Wi lis of Cumberland
County on 8 March , 19--1.2., Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$36.500.00
4 I 576. 34
Nnnp
',000.40
$42,076.74
As to such tc!x 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.:.~73. 1--.
8 March 1979
Signed
Date
Title Administrative Officer
----
'--
~.
Note: This is not a bill.
RE'J-457 (8-78),.
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DJ.., c. ~._March 1979
COUNTY Cumberland
FILE No.2l:78-0S38
Whereas, Stella E. Creak late of Camo Hill
in the County of Cumberland Commonwealth of Pennsylvania, havi.ng died on
the 9th day of September 19 E- , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T,po 1<'111 giniti , 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 Pu r poses
Real Estate $ 36 ,SOC 00
~ . ~ 4, S 7E 34
'T',.."'n~l=~~~ None
Tn-int-lu ~- , , nnn ',n
Total 42.076 74
-
I
. Have been du~y sworn according to law, I do hereby ~_~tify that ~ above appraise,[llent is made in conformity
WIth the law on thIS Stl:!. day of._':. ~. _, 'Ma,r!'llf' _ ',. _. I . 19 .+S;-.
C._-, . ____ _. u' "v .- _ "-.._" -~__,,-_ ,"
Appraiser
(Number and Street)
Harrisburg
(Post Office)
- . Penna.
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