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HomeMy WebLinkAbout08-23-79 - I I ( ! I I I I I I I I I I I I I I I I n -:::J - ~;:-g,~ ~ - cr-g Z ",g..-o ~a 0 ~ CI a. ~ .., .. - ..- QQ2-~5" ] ;~~.Q :J ~_..... a> g 0 Q ~ o -.., -0 ~ -< - g Q; ~~. ~-<~~VO:T 2.~~5;~ ~ ~ .. ~ en 0. CD ~ < ~ -::. Q CD:rot~ ;'" ~ 3 :J i' .. n ~ < ::r" ~ ; ~~ =a,.-< ~ .g~rg ~ ~ .., ~ Q ~ .. ~ ~ ~ 0 _ ~.'i5')( [c6~g ~&.;c n <>. - :r:;:CC: -. :J ... C 0 Q.. CD ~5~~ :;:-~- o':;"g e. 5 rQ...~ =-;; 7-0 o 0 C .... )( :::J - O' 3 ~ :T'" o _ III 0' -<en- ~2.~i;' ;--3<>'/"1 ~ ~g [!. =<>.i::r< -< (D CD 0 (!) a..e.e..-o.. c: :1'"7:;0- tlIQ.{jlt$,"< O_::r_ l$~~ l> ~ o c ~ z o -4 ~ -4 :r ijjj' ~ r---fl is' ~ 5'~ ! ~ ~ c:=:::J ~ ~ t, ~ P g c:=:::J i(S2) S" ~ !. c::::8 !(fUl] c Q. ::0 1:1 C j ~ Ul m l> .- -I o -I l> .- 01 ~ .... ;:0 n (Il 0 3 c o ~ ;.. -< '" :, ~ g. ~ R 8 !i : o <ii o ~ .- -I (Il 0 '" -I :l> <" r- (Il ~ -0 X cD ~ n ~ iW :J m ..... 0 3 :::; Q.. .... .... . I t t I J t . J I t I , I I I I I I I I I . ..;;", .... ~.:"'o~-~~otln--' o ...-n '. )> -n ;:0 o 0.. .., m <ii 0.. 0 n Z .., 3 !!! Q.. ~ < o '" m o z o 3 (Il Q.. o (Il /"I (Il 0.. (1) ~ m -I '" 0 c x ;- g ~ o '< ~f t1'l -0 l> t-.Jn '-J~ o ~ V> .... ,,~ " o '< 3 (Il a. ~ o o <ii 2.. o (Il .0 ~ <..n ~ -I o X o ~ t1'l .... . . . . .... .... o VI UI ::!:! 0.. "U cOO en, ;- ~ ~ :;' 2.. !. O~o..~ 3 ~ ~ ~ i-:f ~ ~ :;. l& & 3 o ~ :r 111 0 9., x iD ~ 0- <P. -I o X o " !oJ ~ -I o X o " t1'l t1'l ... "" m ~ ~. . a"l ;;r ~ "'1lt c " X - g..E I cD ~. ~ lD I .., ~ . o :l . 3 ~ I ~ <" I lD g I - -. I Q. C I ~ } I :;" 11l I (Q ~. 11l 0 '" ~ c ~ ~ 0 .., L t. C .., '" ._~? / - 7 t'-'- 7 ('/ (/ OFF ICE OF THE REGISTER OF WILLS ST A TEMENT OF DEBTS AND DEDUCTIONS R E V-455 (8-78) OF CUMBERIAND COU NTY AND AGENT OF THE COMMONWEALTH 1/ 7, (L' ESTA TE OF BRUCE A. LATE OF South Middleton Township DATE OF FILING APPRAISEMENT DATE OF DEATH December 134 1978 DATE NO. OF VOUCHER NAME OF PAYEE REMARKS AMOUNT lf se e ce llliL The Evenin Sentinel E n Metr olitan Edison Co costs 50 00 5 '+10 93 COMMONWEAL TH OP PENNSYL VANtA } SS: COUNTY OF CUMBERIAND I, HELEN L ARNOTn HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRA TlON SUBMITTED TO THE ESTATE OF mUICE A ARNOrJl DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. SWORN AND SUOt'OEO BEFORE ME THIS .~3 "''''DAY OF '02A ~~)~~~/ t' (1\'" ' " i, '.' In " " ",' , ~. J L... h. ~,~:\:_,:!\~'~,<-;~:'.:~\~,Ut"~l~ R()\~\:t!;_~H , Ctjf.1iJt\(L!.\nD I.u'rd! r I' f d' I" r" 1 c:?2 " MY rnMMi':;S:,i, ji' ,;:,> /~ -J Q'~~ (L.s.) Lxecutr :Lx Form No, RCC.62 (6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000. UNDER SECTION '701 OF Acr OF IUNE 18, 1N1. Itn'EC'I'IVE JANUARY 1. 1..2. (FILE IN OUPUCATE WITH COpy OF WILL ATTACHED) .. .. OFFICE OF'THE REGISTER OF WILLS ~/-7?:. /OeJ 1'/~-17i County of ".~~~r).f\I14".".".". ,.., ,..,., . .HELEN ,L., ARNOLD",.,...,."" ...." of ,.R., D... .6.,. RQx. y.],S,. Ca.r.lisl.e,. .Pennsyhrania (Name) (Addr_) being duly..m5.WQrnn.n.u.mm.m.maccording to law, deposes and says that~E1s the ____~~~g.I!t:.:r.ix___.n.._m...........nm...__m (Exec.. Adm.. Leptft. Elc,) of the estate of u.m.Jtr.lJg~nA....A~D9.!g,_.m_mmm.._ whose last residence was ..._..nR....__D...__.p.~n.:e.Q.:K..~Z.5.........un......__ (No.) (Slreet) S QU:.t:hnJ1;i"ggJ.~t.Qn..l'.Q~H~hJ.P...decfased, and that the whole of the estate of said decedent, who died m.P.~_9.~.JTIP.~!'...!~.a._ 197: (CilY. Borough or Township) (Dale) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANI.... WITH ST"'TEMENT OF MORTG"'GE ENCUMBR"'NCES UPON E"'CH P"'RCEL "'T DEATH OF DECEDENT, WHERE PROPERTY HELD...S JOINT TEN"'NT OR TEN"'NCY BY ENTIRETIES, GIVE N"'MES. "'DDRESSES "'ND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONF. Personal Property l. Major Medical Claim: Capital Blue Cross $ 54-5.39./ 2. Medical Claim: Pennsvlvania Blue Shield 95.00 ./ 3. 1~74- Dodge Van, sale price C. 2.600.00 ...... 4-. 1974- Terry Trailer, sale price - - 2.900.00 ., ~ 5. Blue Cross: Major medical claims , 154- . 18 -' ,- 6. Return premium: Hulse Associates. Inc. 14-.70 fJVVl"1\ T Sf} ~nq ')7 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. ' / Estimated Value Jointly Held Property '. I' .:.. NONE .., NnNF. i I I I I \ \ i I I \ I-- I i -I Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED I RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I HOLDERS TO DECEDENT ._--- - BENEFICIARIES , ~ - - RELATIONSHIP SURVIVED I AGE OF LIFE ~ BENEFICIARIES AND ADDRESSES (If step-children or TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set STATE YES AT DEATH .oF IN ESTATE forth this fact.) OR NO DECEDENT Helen L. Arnold Wife Yes , Entire Estate R D- '6 Box 4-75 Ca~lisle- Pennsvlvania 17013 f" - , - \~ I \ DEBTS AND DEDUCTIONS CLAIMED List: z;,st five items in the spaces so provided, obse-rve notations thereon, and instructions. D T OR CLAIM NATURE OF SAME Funeral expenses paid $ THIS COLUMN EGISTER ONLY $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses · Counsel fees · commission · OTHER DEBTS AND CLAIMS // / / / / / / / .... Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater 01' less than the estimated amount claimed and allowed. Subscribed and sworn to before me this. . . . . . . . . . . . . . . . . . . . . . q q qd:, !~~. day of . .~~'."'.'.' .... '.' '.' ......., 197.9. .....~L~~..A. . . ~~-k:..... ,tl . :. ~ ;.~ ,'<', <:',:' '! ,u~..:- L: G ': ./~.-J.,.~~ 0................... (E:recutor~~ . . . R. . D .. .6.,. . Box. '=1-.7.5. . . . . . . . . . . . . . . . . . . . . . . . (Street Number) . ...,., - ... ~.~~.~~~~~,. .~~~l!-.~Y~Y?l~~.~. .~?9.~?...... (City or Town and State) -..., ti;.l -r. ... ~:~";"t'~~;i,~',,.,' ,""'," 1,:,"':,_. Having been' duly 'swol'li~ ac'cording to law, I do hereby certify that the above appraisement is made in conformity with law on this . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . day of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 19. . . . . ........................0.................. .........0.......0 Appr"iler In the event that any future interest in this estate is transfened in possession 01' enjoyment to collateral heirs of the decedent after the expil'ation of any estate for life 01' for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future intel'est. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. County, Pennsylvania, do respectfully report that I have allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................. ...................0.................0.............. . Register of Wills RCC~39 (8-77~ COU'lty, N.!Jmber and Name 21 - CUMBERIAND File Number 21-78-700 Date of Death December 13, 1978 Estate Name Arnold Bruce (LAST NAME) (FIRST NAME) SUMMARY COMMONWEAL TH OF PENNSYL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT A_ (INITIAL) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland 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 "A", "B", "C", and "E". Dated: 26 September 1979 ~auU 014)2-<) INHERIT;\NCE TAX APPRAISER 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 tho:'ie 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. REPORT OF THE REGISTER OF WILLS Dated: REGISTER OF WILLS : I ADJUSTMENTS INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ n 00+ 92+ Personal Property (Schedule BI t=; ~no 1?7 10+ Joint-Held Property (Schedule E) n 20+ Transfers (Schedule C) n 30+ TOTAL GROSS ASSETS h ~nci- ')7 Less Debts and Deductions 40- 93- (SCHEDULE FI CLEAR VALUE OF ESTATE I Valuation of life estates or ~ annuities.................... __ $ PRINCIPLE FACTOR t= t= VALUE ,~ 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 Charitable Exempti on Ce rtjficates issued by the Secretary of Revenue. Less tax previously pa 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 C= $ $ $ Add interest at rate of 6% from to $ $ TOT AL TAX BALANCE $ PAID $ I Supplementol Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adj ustment 49+Adjustment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Chority 94-Remainder Residue 96-Success i ve Life Estate FOR USE OF REGISTER ONLY ---._~,-, - --'_._-~,-- ADJUSTMENTS NOTE: Where subsequent odjustments are made to the above computation of tax by the Register of Wills, for proper reason same should be l"lded below, with short explanation. , REV-457 (8-78) DEPAR~ENT. Of REVENUE BUREAU OF fiELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 COMMONWEALTH OF PENNSYLVANiA RESIDENT INHERITANCE TAX APPRAISEMENT DAi l: 9 .. 2 6 .. 7 9 COUNTY ('"...'h~1P' "'.... Q FILENO. ?1_7A.n7nn Whereas, RT'tlCp. Aa AT'nold late of South Middleton Township in the County of Cumberland Commonwealth of Pennsylvania, having died on the 13th day of December 19 -2..8, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sandra 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 collateral rate on any such future interest. DESCRIPTION OF ASSET UNIT APpraIsement VALUES Made for Inheritance Tax Purposes $ 1)"""" 1='.,+..+. None - ~ ~ '-l^^ "., ~ .~ ":T . - ,,.,R ... .T" ~ .... +, u nwn A d .. .."'..c 'T'n+..l ~~ ~nq ?7 , . c - I I . , '" I Have been duly sworn accohding to law, I do hereby c~rti~ th~ the above appraisement is made in conformity with the law on this _ 26 t day of 3% e r ;,Ja-nu 19 .l.9.... 'J7 /iA.LU Appraiser (Number and Street) HarrJ.sburg , Penna. (Post Office) REV-5IB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Ms. HelenL. Arnold RD 6, Box 475 (Exe~uTlf :r\~';i~iarat~~ 17 9 1 ~ In Re: Estate of BruceA. Aronold Cumberoland County - File No. ?1 -7$:1-0700 Dear You are hereby notified that the OrigiBal appraisement in the estate of R'i""l"p :A _ A'i"nn 1 it has been filed in the office of the Register of Wills of ~lImhp'i"1 -"In it County on 26 Spp-tembp'i" . 19....2..9... Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total NORe $F\..sn9.'27 None None $6t30Q.27 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 26 Septembep 1979 Signed ~fldw ~1A-n_f) Title APPPiiisep NOTE: This is not a bill.