HomeMy WebLinkAbout03-08-79
~/-1f~() 101
IO-~'-7
,:CC-33 (4-73) *.......
COMMONWEAL TH OF PENNSYLVANIA '. :~'~!~ ~.:.<, t':i
DEP ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT COUNTY OF crTMRERT.A.ND
IMPORT ANT: 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'l:enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF
MARY ANNA HAMBRIGHT EXECUTOR
(STATE FULL NAME OF DECEDENT)
Cumberland ~
Late of County
State of Pennsylvania } ",
County of Cumber1a;nd
F.~RL STF-F,V:P.R, Executor
~ of the estate of the above-named deeedent being duly sworn, depose S and say S :
Decedent died November 10, , 19_~{testate leaving a last will. eopy of whieh is hereto attaehed. }
(MONTH) (DAY} ( YEA R) !X'IJISlIOt
No.. 0.' .dd.... of o..o,~, 0' } C-.Anrgp- M. Hnl1l'!k , A. ttornp-y-~ t- T.aw
other authorized repres.entative to whom
all eorrespondenee should be mailed. Nat.ional Bank Bui 1ding, Mp-l'!h~n il'!sbllrg , p~. , 17055
That as such F.,r@cut.or , deponent is familiar with the affairs of said estate and the property constituting
(EXECU TO R-ADMIN I ST RA TO R)
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
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
None "', ............ lifnnA
That the contents of said safe deposit box or boxes are itemized under Schedules of this return,
with the exception' of the following, for the reasons hereinafter set forth:
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 possession, standing to decedent's credit in banks of deposit, 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 prim 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, boats, and any and all other personal chattels of whatsoever, 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 du 1 e (If death, bonds and accrued interes t thereon to the date of decedent's
death and other investment ,,,eli, it '" n nd by the decedent at the time of death, with the market value there-
of a t 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 decedent at the time or
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or husiness.
A copy of thE' co-partnership agreement, (if' oral, a statement setting forth the nature of' the agreement)
toge the,' wi th a statement setting f'orth the character of the business, its location, and such other racts
perttlinj ''is to the business as may be pertinent to a rail" and just appraisal of the decedent's interest
therein mllst be submitted. It should also set forth in itemized rorm, together with the fair market value
t hen'of, 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 and in the case of transfers of property, real or personal, within two years of decedent's
death, j n contemplation of deceden t' s death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom t ransf'erred, the
relationship of' the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding sairl 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 t rus t. Therl~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with 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 instrument creating such power attached to the schedule.
That Schedule 0 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 decedent, together with the ages at the time 0 f
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It al so
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to de,:,edent, 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 with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments 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 deceden t.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and 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 unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, :i. f 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
estlmated amount claiming and allowed, that the same will be reported to the Reglster of Wills, and tha t
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B" , "CO , "E" , and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
~ JT; iN ~J
':) .... . day of . u.February.#................ 19....7.9....
.............................................. .......... ........................... .......................................................................................-...
___..................~.L~"~A. (Executor-J6X~..)
..,.............-..,....,............ ...........5.0.2O'(f::~~N~~Je....Road1'........._..............
r;C:T/\~~Y PUBL;C
'1:; Sr;.:~'1" .,...,..~ 11, D7? ....... ....Me.chani.c.s.bur.g.,......p..a....,......1.7.Q.5.5............
""",l.y (City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in tne affidavit and schedules annexed are
filled in with details or the word "None", and in case the asse ts inc lude rare and unl is ted 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 Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C-34 (4-73)
COMMONWEAL TH OF PENNSYLVANIA .,
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS SCHEDULE "Au
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT 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 th. Commonwealth of PennsylvanIa .hauld be (1) (2) (3)
de.crlbed by lot and block number. .treet and .tr.et number. together wIth DEPARTMENT
a general de.crlptlon of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by whIch the decedent took title; If a farm .tate number of a. FOR YEAR OF ESTIMA TED CAUTION
ere.; 01.0 .tatement of mortgage encumbrance. upon each parcel at death DECEDENT'S MARKET VALUE (Do not wrIte
of decedent. Taxe., a.....m.nt.. accrued Int.re.t on mortgag.., etc.,are DEA TH In thl. .pace)
to be lI.ted on Schedule "F" and mu.t not be deducted from thl. .chedule.
NONE NONE N (T"\-JL
Insert this total opposite "real property", Schedule "A" in the X X X X X NONE
"As Reoorted" column on the last Doae of this return.
RCC-35 '*
COMMONWEALTH OF PENNSYLVANIA """'.
TRANSFER INHERITANCE TAX ' _' t\
, ,
SCHEDULE "B"
RESIDENT DECEDENT 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 estate.
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 undistributed
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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe fUlly VALUE MAR.KEl' VALUE (Do not write in
this space)
1. Articles bequeathed to Dorothy E. Snoke
in Paragraph 3 of Will:
(a) Marble top hall stand: $75.00
(b) 4 Silver Goblets: 100.00 :
(c) 2 Antique Oval Fruit / t B S. 00
pictures: 10.00 185.0'0
.
2. Articles bequeathed to Mrs. Earl Steever
in Paragraph 4 of Will:
(a) Tiffany Floor Light $60.00
(b) Dogwood Crystal Salad Bowl: 10.00
(c) 8 Crystal Water Goblets: 24.00
(d) 8 Crystal Fruit Dessert
Goblets: 24.00
(e) 1 Gold Fabric Chair: 45.00
(f) 1 Crystal Celery Stand: 10.00 .-
,//
(g) 1 Coal oil Light with "
f
Bracket: 25.00 198.00 lot.~_o-::>
3. Articles bequeathed to Mrs. Richard
Lovell in Paragraph 5 of Will:
(a) 2 Blue Coal Oil Lights
wi th Skirts: 5.00
(b) 1 Diamond Ring and Wedding
Bank: 655.00 /
(c) 1 Cherry Wood 5-pc. Bedroom
Sui te: 125.00 785.00 -r'BS.Q":::)
4. Articles bequeathed to Barry Snoke in
Paragraph 6 of Will:
(a) 1 Old Green, tan and blue
Beer Stein: 5.00
(b) 1 Beer Stein with II MB II on
bottom: 5.00
(c) 1 Brass Cuspidor: 2.00
(d) 1 Brown Ceramic Pitcher and
Bowl Set: 10.00 " .'
(e). 1 Tall Crystal-stemmed red- //
brown Goblet: 3.00 25.00 ~S-oo
5. All other household goods included in ~/
, Residuary Estate: 1,428.00 l') "-l"L'a ,Do
6. Check from Nationwide Insurance Company
dated prior to death of Decedent to /' .'
cover theft: 250.00 -"2-So-o,;;:)
7. Interest of Decedent in Estate of decease a
husband, John Hambright, consisting of
Bank Subordinated Debenture of Industrial
Valley Bank & Trust Company in the sum of
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page of this return.
SCHEDULE "B" (CONTINUED)
PERSONAL PROPERTY
-
$580.00 and Certificate of Deposit of
Industrial Valley Bank & Trust Com-
pany in the sum of $891.00, interest
checks in the sum of $44.94, totaling
$1,515.94, less cost of administering """
John Hambright' s Estate in the sum
of $296.55: 1,219 . 39 \,L\~,5"
-'
Total $4,090.39 L\)otto.'3~
RCC-36 '*
COMMONWEALTH OF PENNSYLVANIA
TRANSr~R INHERITANCE TAX SCHEDULE "c"
TRANSFERS
RESIDENT DECEDENT
(1) Did decedent, within two years of'death, make any transf'er of' any material part of' his estate, without
receiving a valuable and adequate consideration theref'or? (Answer yes or no) Nn
(2) Did decedent, within two years of' death, transf'er property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) Nn
(3) If' the answer to (1) or (2) above is in the af'firmative state:
(a) Age of decedent at time of transfer -
(b) State of decedent's health at time of' making the transf'er. (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)~CL----
( a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of' disposition? (Answer yes or no) Nn
(b) What was the transferee's age at time of' decedent's death? -
(5) Did decedent in his lif'etime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or illlpliedly 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) Nn
(b) The right to designate the persons who shall possess or enjoy the property transf'erred or
income theref'rom? (Answer yes or no) NO
(6) If the answer to (5) (b) above is in the aff'irmative, 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 transfereets promise to
pay income to or for the benef'it of' care of transferor? (Answer yes or no) '1\10
(8) Did decedent, at any time, transfer property, the benef'icial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of transf'er 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) -
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 value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or Eo
ITEM DESCRIPTION MARKET VALUE DEPT. VALUATION
(Es tima ted) (Dept. Only)
NONE NONE N ~
Insert this total opposite "Transfers", Schedule "C" in the NONE
"As Reported" column on the last page of this return.
flCc.-37 (12-63)
CO:\Il\lO~WEALTH OF PE;'~~SYYLANIA
-TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BE~EFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
\State full names and addresses of all who illegitimate chIch-en DECEDENT OF BENEFICIARY
have an interest. vested. contingent or other are involved. set STATE YES IN EST..<\. TE
wise, in estate) forth this fact.) OR NO BIRTH
1:' .... ...
-
.,C::., "t:1 - 1'"\_01 ..... . . ......", ..
~ - -- --
1""............ U"11 '0". 1 '7n 1 1 ..T'" 'u. . -" ..L ~"ft~ ^^
- --- ...... ....-...-.--
Mrs_ Earl Steever ..... ....& -_....~-,,--
..
~ ....t:i... ......
~n?n . t::I.....-l.=lI'Y.". 'D^,....:l .. ,. -
g ... ... ~ , u . u u IOU.....
.. . ~ n_ , '1\1.&.....__ V........ _& ..&_~ ....
""0 0 -- ...... .. - ......... J" ...-
.
u_... nol -.... -..:I T ..........., ,
... yo,. .11, ....& ...L'" ..__
.. -.;r. - --
.... -.... .-1 '0. , "7nr:c::. "'1.& ........... v_... ., ..:I .... .........." ^^
- . -- . -- . .. ..
Barry Snoke
~ - -- ,.........1.... . . .....! ..
....... . --
u. -.... . . 'D_ , "7nr:r: .. . v__ . .~ ..... ..."'." ^^
... - -- .,..--.--
TY. -- ..
-
r:nn t.T.......... 11"..."...._ -
u__~ ~ 'D"" , "7nc:r: . ...... ... v........ ", .
-' - - --
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
-
.... ~ SUMMARY ( 1 ) (2)
.s ... .-I (As Reported) (As Det/'rmilll'd)
~~"" Real Property ...... .......................... ..(Sch. "A") $. . .llone $
'" . s::
-a Q) E Personal Property...... ............... ............... ..... . . ... ( Sch. "B") $ .4.,.().9.9~ ~9 $
._ +oJ :::I
a"'-
-00.0 Transfers None
< a.'" ............... ........... ......... ............. . (Sch. "e") $.. ..... $
.:..3:0 JointlyOWnedP.roper.ty .... ....... ..... ....W.ph~..'~~."J $l4..l9.()J..9~
o '" $
......... .....
::l en ....
... ::l 0
~ag. ........ .......... .......... ... .......... . ..... $........... . .. .... $
~ ~ Gross Taxable Estate $)'!;J.I.9..9..~.... :37 .
$
I
~
orol
~ .s:::
U)
z ..:~ s:;
... W .'" ~
'1l ~~
~ """ ~
~ ,.,.. CJg <
w E-l
crJ HO ro rIJ
-
- ~ 0 s:; <
<
p:; ! ~ RS <1l =:
~ ~ 0 r-i 'is =--
~ 0 .Q ~ <1l =--
\oJ ~ \oJ W = U) CU 2: <
~ :I: ;,..,
.... W .... r-- s::: ~ '" Q
~ ~ c
0 ~ ..,.. ~ ~ ~ ,... Z
- 0 r-- Q:j
z r-- crJ lli U ~ <
~ W ...... r-
----.. 0 ~ 0
~ U) ...c =:
c ~ RS ...., 0
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..
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'1l r-- ...... ;..
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'c ~ ...... .c' 0
- 0 E
;:::: 'E "". ~ 5 E
.... 0
.,... - <1l 0
~ '-'
::::~ ...:l U U
Rc::.'C-38
COMMONWEALTH OF PENNSYLVANIA .'
TRANSFER INHERITANCE TAX
SCHEDULE" E"
RESIDENT DECEDENT JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi th anot.her 01' others, including intangibles, standing in the name of' the decedent and others. List
real est.at.e f'irst, as entireties, or joint tenants, giving brief' description, as indicated under Schedule
"A", plus the date and place of' record of' instrument ef'f'ecting vestiture, but do not include entireties
or out of' state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of' acquisition, 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 DEPARTMENT VALUATION
Address and Relationship of' Co-Owners, and Place Value Share Valuation CAUTION-Do not Write
of' Record of' Instrument, where Real Estate. In This Space.
Value of' Value of'
Entire Decedent's
property Interest
The fOllowing Accounts in joint
names of Mary Anna Hambright and
J. Geraldine Steever:
1. Account #2-4980, First Federal
Savings & Loan Association,
established in joint names
September 9, 1976' Balance in
Account as of 11-10-78:
$28,674.51
2. Account #358-77603, C. C. N. B.
Bank, N. A., established Sep-
tember 9, 1976. Balance as
of date of death:
$ 1,129.44
/'
Total: $29,803.95 50% 14,901.( 8 tL\)4ct.Q\
Insert this total opposite "Jointly Owned Property", Schedule "E"
14 901.9
in the "As Reported" column on the last page of this return. ,
COMMONWEAL TH OF PENNSYLVANIA
'* DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RCC-43(S-76)
NOTE: TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
JD81I... AI, AU'I. OF JlAm-.
",. .. .. .,.. ,.0. ... 1111
...........1l 'A
ZIP CODE 11101
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we
herewith submit the following report:
~CCOUNT NO. OF JOINT, TRUST OR ..,.
INVESTMENT DEPOSIT
NAMES ON ACCOUNT OR
INVESTMENT JIAft A. IADltDUlf .. J. GllAtDlD r45r.;,.
DATE OF DEATH ....... 10. 1911
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR un &. I1WlRI_
ADDRESS ." .. CNahi... Dr. COUNTY
fta'9 nll, PA ZIP CODE 19011
SURVIVING DEPOSITOR, I. fll8AIJ)DI ftStv..
BENEFICIARY OR INVESTOR
ADDRESS
RELATIONSHIP TO DECEDENT 1hIIra'ldl
DATE IHVESTMEHT WAS ESTABLISHED
WITH THE SURVIVIHG DEPOSITOR, ........ 9. 19?1
BEHEFICIARY OR INVESTOR
BALAHCE, IHCLUDING INTEREST tal.,,,,,,,
PAYABLE, AT DATE OF DEATH $
Iaft.IIp '"-_1_
/ TITLE
/
I
/
i
RCC-3? (8-77)
County, Number and Name SUMMARY
file Number
Date of Death November 10 , 1978
COMMONWEAL TH OF PENNSYL VANIA
Estate Name HAMBRIGHT, MARY ANNA TRANSFER INHERITANCE TAX
(L AST NAME) (FIRST NAME) \INITIAL) RESIDENT DECEDENT
REPORT Of INHERITANCE TAX APPRAISER
I, the unden;igned duly appointed Inheritance Tax Appraiser in and for the County of Cnmhprl~nn ,
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: February , 1979
INHERITANCE TAX APPRAISER
REPORT Of THE REGISTER OF WILLS
I, the undersigned duly el ected Regi ster of Wi II s in and for C"nmhprl ~nn 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: February 1979 .
,
REGISTER OF WILLS
ADJUSTMENTS
INVENTORY V ALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schedule A) $ lJn...."'" 00+ 92+
Personal Property (Schedule B) 4nQn ~Q 10+
Joint-Held Property (Schedule EI Nnnc 20+
Transfers (Schedule CI 14901 19R 30+
TOTAL GROSS ASSETS 1 R QQ., ~.,
Less Debts and Deductions 40- 93-
(SCHEDULE FI
CLEAR VALUE OF ESTATE
Valuation of life estates or .:L- PRINCIPl.E FACTOR VAl.UE CODE
annuities.. ,..................._ $ t= E I
-
ESTATE TAX ASSESSMENTS -$
FOR USE OF REGISTER ONl.Y ~ COMPUTATION OF TAX
Tax on $ 2% $
Tax on $ 6% $
Tax on $ 15% $
Tax on $ $
Tax on $ $
Exemptions * (*) As evidenced by Charitable
Total Estate Exemption Certificates issued
TOTAL TAX $ by the Secretary of Revenue.
Less tax previously pa id $ E
BALANCE $
Less 5% of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE $> I
Add interest at rate of 6% from
to $
AMOUNT OF ESTATE TAX ASSESSED $ C
Estate tax paid $ I
BALANCE DUE $
Add interest at rate of 6% from
ta $
TOTAL TAX BALANCE $
PAID $
Supplementdl Codes: (fOR USE IN HARRISBURG ONL Y)
48-Adj ustment 6O-Life Estate 93C-Charity 96-Successive
49+Adjustment 92+Remainder Appraisal 94-Remainder Residue Life Estate
56-Annuity 93-Remainder Deduction
fOR USE Of REGISTER ONLY ADJUSTMENTS
NOTE: Where subsdt'ent adjustments are made to the above computation of tax by theR_gister of Wills, for proper realon
same should e note below, with short explanation. '
.- COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
R E V-5 18 (8-78) HARRISBURG IN YOUR REPLY PLEASE
17105
REFER TO
Inheritance Tax Division
NOTICE OF FILING Oi, APPRAISEMENT
Earl Stee er
5020 Erbs Bridge Rd.
M.echaDicsburg. Pf.
(Executor or Administrator)
In Re: Estate of Mary Aoaa Hambright
Cnmher1and County - Fi Ie No. ?1-7A-07n1
Dear
You are hereby notified that the Original
appraisement in the estate of Mary Anna HRmhright:
has been filed in the office of the Register of Wi lis of CnmherlRnd
County on 8 March , 19~, Said appraisement reflects the following
valuations:
Real Estate None
Persona I Property uJOQO,39
Transfers None
Jointly Owned 14.901.98
Total $18.992.37
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 al 1961, 72 P. 5.2485-1001, P. ~. .. . . ~.
Date B llaroll 1979 S;gned, ___. ,y~~
Title Admini~t'r.RtiuE' Officer
~
-~
Note: This is not a bi II.
COMMONWEAL TH OF PENNSYLVANIA DATE 8 March 1979
REV'-457 (8-78)
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970 APPRAISEMENT FILE NO. 21-78-0701
HARRISBURG, PENNA. 17105
Whereas, Mary Anna Hambright late of East Pennsboro Two.
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 10th day of November 19 ~ , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T.p-o Fll1iiniti , 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
$ I
Real Estate Nnn<:>
P 1 P 4 090 39
.... ~. None
Joint1v Ownp-d 14.901 :98
Tnt-.. 1 $18.992 37
.
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 8th day of MArc.h 19 ...1!L.
d~ \:"~,
(Number and Street)
Harrisburg , Penna.
(Post Officel