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HomeMy WebLinkAbout08-21-79 RCC-3'9 (8-77) 21 County, Number and Name 21-78-0692 12/07/78 - Cumberland SUMMARY Fi Ie Number Date of Death Estate Name PETERSON, (LAST NAME) Helen (FIRST NAME) C. (INITIAL) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules II A", "B", "C", and" E". Cumberland Da ted: August 21, 1979 .J/lJ)dJJ(1) dim,) / . INHEllITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed 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 Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS GODE ADJUSTMENTS REMAIN~R APPRAISEMENT INVENTORY V ALUE AS APPRAISED (HARRISBURG USE ONL YI CODE Real Property (Schedule AI $ 42.500 00 00+ 92+ Personal Property (Schedule 81 31.340 08 10+ Joint-Held Property (Schedule EI 19 37 20+ Transfers (Schedule CI none 30+ TOTAL GROSS ASSETS 73.859 45 Less Debts and Deductions 40- 93- (SCHEDULE FI CLEAR VALUE OF ESTATE PRINCIPLE FACTOR VALUE l~ Valuation of life estates or .1L- t= t= annuities.. ~.................._ $ ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% * TOTAL TAX $ (*) As evidenced by Choritable Exemption Certificates issued by the Secretary of Revenue. Less tax previously po id BALANCE Less 5% of tax if paid within 3 months after death $ $ t= $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to ~ $ c $ $ $ $ TOTAL TAX BALANCE $ PAID $ Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adj ustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Successive Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments ~re made to the a~ove computation of tax by the Register of Wills, for proper reason same should be noted below, With short explanation. ' REV-SIB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO I nvestigation Division NOTICE OF FILING OF APPRAISEMENT Joan P. Capehart 927 Gobin Street Carlisle, PA 17013 Linda P. Clippinger 220 Chestnut Street Mt. Holly Springs, PA 17065 (Executor or Administrator) In Re: Estate of Helen C. Peterson Cumberland County - File No. 21-78-0692 Dear Ms. Capehart and Ms. Clippinger: You are hereby notified that the orh;ina1 appraisement in the estate of Helen C. Peterson has been filed in the office of the Register of Wills of Cumberland County on August 21 ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total 42,500.00 31,340.08 none 19.37 ~73,859.45 . 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 August 21, 1979 Signed 0cJFJd!J.l1) /~I}u) Title Appraiser NOTE: This is not a bill. 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 DATE COUNTY FILE NO. August 21, 1979 Cumberland 21-78-0692 Whereas, Helen C. Peterson late of Mt. Hollv Springs in the County of Cumberland Commonwealth of Pennsylvania, having died on the 7th day of December 19l!., 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 collat.;ral rate on any such future interest. DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for I nharitance Tax Purposes Real Property $ 42,500 00 Personal Property 31 , 340 08 Joint-Held. Property 19 37 Transfers none TOTAL ASSETS 73,859 45 ! , I I , I T i , I ,- I i , , 1- , ! -,- I - , ;!- 1 ;-- I ~ j -E Have been duly sworn a!:cording to law, I do hereby certify that the above appraisement is made in conformity with the law on this 21st day of ~ ~ AU2ust 19 7..2.-. AdA oJ In JI. ) Appraiser (Number and Street) Harrisburg (Post Office) Pennl.