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HomeMy WebLinkAbout03-17-80 .. ~J - 7K -7D6 d-17-,J'~ ForllI No. REV'" RHIS FORM REQUIRED IN AlL ESTATES WITH GROSS ASSESTS UNDER 110,000. UNDER SECTION 701 OF.N:r OF JUNE Ill, 1961, EFFECTIVE JANUARY I, 1962. (FILE IN DUPLICATE WlTH COPY DFWlLLAnACHEDl \ A / SUPPLEMENT L OFFICE OF'THE REGISTER OF WILLS *' County of CUMBERLAND HELEN L. ARNOLD ofR. D 5. Box 475. Carlisle f Pennsylvania (Name) IAcldr_) being duly sworn she according to law, deposes and says that "is the Executrix IExec., Adm., Legatee, Etc.) of the estate of BRUCE A. ARNOLD South Middleton Township IClty, Borough or Township) consisted of: whose iast residence was R.D.5, Box 475 (No.) IStreet) 12/13/78 (Date) deceased, and that the whole of the estate of said decedent, who died REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None Personal Property L Premium r J:!. .3 '1 i r;:tn T.i fp S '=lR:;l 2~ '- TOTA L: $ 382.25 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 01' nA1'\'\AG ~... which thiR A~t'nnn+ ~G ......m...___...lI Jointly Held Property t Estimaied Value .. None - Transfers within TWO YEARS Prior to Death None - ...--- 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 exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - -.-...- -- - ~ -- ~ - "-. --. ----- -.--- -- BENEFICIARIES RELATIONSHIP , AGE OF LIFE SURVIVED BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have an in- illegitimate children STATE YES ANNUITANTS BENEFICIAR Y tcrest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Helen L. Arnold Wife Yes Entire Residue R. D. 6, Box 475 Carlisle, Pennsylvania RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces 80 provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME "-;1 / AMOUNT Funeral expenses paid $ Family exemption (will not be allowed un Ie.. decedent died residing with a spouse or children.) Administration Expenses · Counsel fees · Fiduciary commission · ( · ) See Note below Tolal , ',,- 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 or ! less than the estimated amount claimed and allowed. /~.d.!.~.~................. (E:recutor-~) Subscribed and swom to before me this . . . . . . . . . . . .. . . . .. . . .. /1-M L.rJt ~"' 80 ............. .......... day of ..t'.1.~.........19.... ~- ~ ~~ .......:..~..........0~....................... FLORENCE B. aSCHER, NOTARY PUBLIC MECHANiCSBURG BOROUGH mW[JUIL"tlD Cm.HHY . MUQMlvll~~:ON EXPiRES AP&JJ..J982la I d h b rtif that th bo . t . d' of 't .th I thO HavlDg ut:en awy swom accolUh'6 to w, 0 ere y ce yea ve apprmsemen IS ma e 10 co orml y WI aw on 18 I .... ............ ......... ......... day of .... .., . " ... '" '" ". '. . . ... . ... . . '" ... ......19... .. .. .~~. .l?... ~.L .:e9X ..4?:5......................... (Street Nllmber) . . .C<;l.r:l;i.a le... . Peons yl vania. .L7.o 13 . . . . . . . (City or Toto" a7ld State) .......................................... . Appraiser 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. REPORT OF TIlE REGISTER OF WILLS I the undersiped duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have J 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. I Dated: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .................... ................ ........ ....... ... ........ ..... Recillter of Willa REV-484 EX+ (3-80) SUPPLEMENTAL INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-78-0700 Estate Name ARNOLD, Bruce A. Date of Death 12/13/78 Social Security Number _ 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 retum at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E" Dated: April 10, 1980 ~-"U~ /lIP /Af~,U(" / INHERITANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Property (Schedule A) $ None 00+ 92+ Personal Property (Schedule B) 382 25 10+ Jolnt.Held Property (Schedule E) None 20+ Transfers (Schedule C) None 30+ TOTAL GROSS ASSETS 382 25 Less Debts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE 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 nveltigation Divilion NOTICE OF FILING OF APPRAISEMENT Helen L. Arnold R. D. 6, Box 475 Car>lisle, PA 17013 (Executor or Administretor) In Re: Estate of Bruce A. Arnold Cumberland County - File No. 21-78-0700 Dear Mrs. Arnold: You are hereby notified that the supplemental appraisement in the estate of Bruce A. Arnold has been filed in the office of the Register of Wills of Cumberland County on April 10 ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 382.25 None None $382.25 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 April 10, 1980 Signed ~~JIJ} 1Il..l'r.JOKJJ Title Chief Appraiser NOTE: This is not a bill. REV-457 (1-80) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT '* ARNOLD, Bruce A. File No. 21-78-0700 Estate of County Cumberland Date of Death 12/13/78 In the event that any future interest in this estate is transferred in pollllllion or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expr8llly reserves the right to appraise and a..... transfer inheritance taxes at the lawful collateral rata on any such future int.erest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" None 2. TOTAL PERSONAL PROPERTY - SCHEDULE "B" 382.25 3. TOTAL TRANSFERS - SCHEDULE "C" . None :. 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None TOTAL REPORTED PROPERTY 382.25 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 382.25 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. ~.I~lih.JrJJ 04/10/80 n.4T~ --.- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - -, --- - --.--. RECEIVED -~---------~~~~----~- From: ddress 44 W _ Main. St:.r..t:. MAehaniesburv, 17055 Pa.. File No. 'J 1- '7e-700 Date of Death 12-1 ~-78 Date of Payment March 17, 1980 Name of Decedent sauCE A. AlU<<)LD County Cumberland Remarks: "PAID ON ACCOUNT" uOO ~ [? [L~ @ill u~ SEA L NOTE: This Triplicate Receipt to be reteined for eudit purposes. --,...-------...-...----------derllors Att . representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2 o/~ Tax on $ 6% Tax on $ 150/" Tax on $ % Tax on $ Estate Tax, Act of May 7, '927 $ $ $ $ $ . $ 2:L69 TOT AL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of _%from to TOTAL AMOUNT PAID Received by NOTE: In accepling Ine Iransfer innerilance lax an lulure eslales, prior 10 Ine dealn 01 Ine lile lenanl or lenanllor years, os evidenced by Inis receipl, il is underslood Inat Ine Commonwealln snail nol be precluded or prevented Irom nereafter assessing additional inneritance tax 01 Ine deatn of tne Ille tenanl or tenanl for years wnenever It appears tnal sucn additional tax may be legally due and collectible lor any reason wnolsoev er. $ $ $ j /1/ (\1 ". ' ~J I r .~ I. V'fl' "~' : .;;,; ....' ~.~' , " .:-' ;d "'a 19natiJre,il: L/. ~~:t.~. o'C~fi" , (Title) 23.69 " ) oep~ty--.