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
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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.