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Home My WebLink About05-31-79 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS '* .5jJ,j11 RCC-t03 (3-73) COUNTY OF CUMBERLAND This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nine months after date of death, unless an extension is granted by the Secretary of Revenue. ~ 2.1 1l:l-/U2 Merle W. Copeland Admn. No. 19_ I, (NAME) j901 Durham Road of Harrisburg, Pennsylvania 17110 ( ADDRESS) Misc. being duly sworn according to law, deposes and says that he is the Executor of the estate of Gertrude E. Hershman late of (EXEC., ADM., LEGATEE, ETC.) East Pennsboro Township (CITY, BOROUGH, OR TOWNSHIP) August 21, 1978 (DATE) deceased. and that the whole of the estate of said decedent. who died on consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed before me the dO l'4 doy of ~ PAI1;IIflhL 1i'. &..0'..../ Type of Asset: Reol Estate. Pers. Property, Jointly Held Prop. or Transfers 192L- -:?J/~~~-;#'~f--r (SIGNATURE) CA1HARlNE E. BOUSUM, NOTARY PUBLIC Mf{'I1A'\IL;::,t:SUR~ CUMBERLAND COUNTY Ifl:>- IlY COMMISSION EXPIRfS FEB. 2J.;~1Ia Executor (T1TL E) (Attach additionc:.1 sheets if necessary) Description of Asset Es timated Morket Volue Deportment Voluotion CAUTION (Do not write in this spoce) Personalty: 1. Patient Fund Account, Camp Hill Nursing and Convalescent Home L- $975.23 ./ Jointly-held: 2. Checking Account No. 42-56-139-6, Dauphin Deposit Bank and Trust Company in the joint names of decedent or Merle W. Copeland, opened 9~/~/7~, balance on date of death: $1,155.40 One-half taxable V 577.70/ TOTALS $1,552.93 \,552.'1:' REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the ~oing schee atrthe values ~forth opposite each item in the last column to the right. G Q.A::> '- -'--'--~~c .~~ Dated: ?-IL- t'Jy (INHERITANCE T,QAPPRAISERl C Name of Payee DEBTS AND DEDUCTIONS Amount Amount Approved Nature of Cloim Cloimed by Register yers Funeral Home Funeral expenses $1,686.50 Register of Wills Probate costs 10.00 umberland Law Journal Advertising Executor's notice 18.00 West Shore Times Advertising Executor's notice 16.75 C. Richard Brandt, M.D. Professional services 120.00 Register of Wills Filing fee 3.00 nelbaker, McCaleb & Elicker Attorneys T fee 100.00 TOTALS $1,954.25 I o/Jjtjl-~ M S REPORT OF THE REGISTER OF WILLS t, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last coLumn to he ri t, which greater or lesser amount represents ~.. e s ,allowed as a de?\tion'l Date of Approval: s.. \(/'\-<W r UcadOl\OA~ ~ II ~oCr ( 'A.CC-39 (S-77) County, Number and Name File Number 21-178-702 Date af Death August 21, 21 - Cumberland SUMMARY 1978 COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate Name HERSHMAN (LAST NAME) GERTRUDE (FI RST NA ME) E. (INITIAL) 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 lost column to the right in Schedules IIAu, liB", lie", and liE". Dated: ~ I2~Q~,,- ~~ INHE~ANCE 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 Iff", which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS f:ODE ADJUSTMENTS INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONL YI REMAINDER APPRAISEMENT CODE Real Property (Schedule A) $ n 00+ 92+ Personal Property (Schedule B) Q7<; ;q 11)> Joint~Held Property (Schedule E) <;77 7n 21)> Transfers CSchedule C) n 30<- TOTAL GROSS ASSETS 1 <;<;? Q'l Less Debts Bnd Deductions 40- 93- (SCHEDULE Fl CLEAR VALUE OF ESTATE Valuation of life estates or ~ PRINCIPLE FACTOR VAL.UE ,-- 1== 1== annuities.......... ..... ......_ $ ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGISTER ONLY Tox on $ Tox on $ Tox on $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX $ $ $ $ $ 2% 6% 15% ('It) As evidenced by Charitable Exemption Certificates Issued by the Secretary of Revenue. . TOTAL TAX $ t= Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death $ $ $ 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 $ $ ~ $ $ $ $ TOT AL TAX BALANCE $ PAID $ Supplemental Code.: (FOR USE IN HARRISBURG ONL Y) 48-Adjustment 49+Adjustment 56-Annuity 6O-Life estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve Life Estate FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, .uun. c."'ftuld h~ nfttfl!d b@low. with short eXDlanation_ * REV-518 (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17106 IN YOUR REPLV Pl.EASE REFER TO I nvostllllltion Division NOTICE OF FILING OF APPRAISEMENT Merle W. Copeland 3901 Durham Road Harrisburg, PA 17110 (Executor or Administrator) In Re: Estate of Gertrude E. Hershman Cumberland County-FileNo. 21-78-0702 Dear Mr. Copeland: You are hereby notified that the i nso I vent appraisement in the estate of Gertrude E. Hersham has been fi led in the office of the Register of Wills of Cumber I and County on J u I Y 16, . 19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none $975.23 none $577.70 $1.552.93 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 July 16. 1979 ~ Ie (' . '--+--. ~---'\_ \:... C ..~,~,,-),._l'- Signed , Q~, \. ,>-~ c. - ~-. --' Title Adm; nstrat ive Off; cer NOTE: This is not a bill.