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Home My WebLink About09-18-79 ,pj/3/'71 Form No. REV-464 RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER 110,000. UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. (FILE IN , DUPLlCAT~ WITH COPY OF WILL ATTACHED) SUPPLEMENTAL OFFICE OF'THE REGISTER OF WILLS Estate No. 21-78-569 County of CUMBERLAND *' Joan G. Lightner (Name) of 5301 Carlisle Pike. Mechanicsburg. PA (Addre..) 1 7 0 5 5 being duly sworn s one of the Executors according to law. deposes and says that-he is the (Exec., Adm., Legatee. Etc.) of the estate of Elsie K. Gehrin2" whose iast residence was 7 0 W. SOli t 11 S t , (No) (Street) Carlisle, PA 17013 (City. Borough or Township) consisted of: deceased, and that the whole of the estate of said decedent, who died 10-7-78 (Date) 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 Personal Property 2 Shares Consumers Water Co. @ 18.125 /' 36. 25 ~ .3~. ~S' 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 eigned 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. Jointly Held Property Estimated Value Transfers within TWO YEARS Prior to Death 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 n BENEFICIARI ES RELATIONSHIP SURVIVED AGE OF LIFE 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 teresi, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT .. .o..~,_.",-.-.....";~.,.",,.. ~ - i ~ ~ >~ ... ~ ~ 9a :I ~ ~ .... ~ 0 e. :lIl g '< .... '2 ~ 0 ~ ~ .... ~ "" ~ toQ (1) ~ 0 ~ .... ~ g;. ~ g 0 ~ -;: .... ~ .-l ~ toQ 0 ~ ... ~ ~ ~ ... '& ~ ;1 ... ::s t,t:1 ?;, ~ >- ~ l"l l"l "d ~ ~ ; ; ~ .... ~ ~ OJ ~:. eft ~ t< ~ ~. l i~ ~ ~ .-l - DEBT OR CLAIM NATURE OF SAME AMOUNT DEBTS AND DEDUCTIONS CLAIMED OTE: List first five items in the spaces so provided, observe notations thereon, and instructions. Funeral expenses paid $ Family exemption (will not be allowed unlesa decedent died residing with a spouse or children.) Administration Expensea · Counsel fees · Fiduciary commission · (.) See Note below '''' '" ",,- .'" '. 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 or! less than the estimated amount claimed and allowed. Subscribed and sworn to before me this . . . ./ ( 0{'. . . . . . . . . . ..~~~,i~;:............ 5301 Carlisle Pike ................................................. . (Street Number) . . . . "r . > . .. '" . . . . . . . . . day of . . . . . Aug1,1.s t. . . . . . . . ., 19. 7. ~ ; I /. . '," ,', l <;: '-_ - ( !//., _ ' ,. -:-')1.i..-{./rM~',./ ~M:T1u~:;:ir(t;-,(e./1~................. _. ~R\ r' t.,._ My ( ,nmission Expires July 14, 1981 wlist PA Cumberland County . . .Mec.h.anic.s.buxg,. .PA. .1.7 0.5.~. .. . ... .,. . (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I .......... ... '" ......... ... ...... day of . ... ...... ... ." ..... . '. .. ... ... ... ... ........,19..... 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 THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have I 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: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0............................... ..................... .... Rqillter of Wills -"'..,----'lp' . County, Number and Name File Number 21-Cumberland 21-78-0569 ~ / ~ fJf2.i { ('vi. c ,,-to.. tf ) SUMMARY V-434 \8-78) Date of Death Estate Name October Geh r in 9 \LAST NAME) 7, 1 q78 Elsie (FIRST NAME) K. (INITIAL) COMMONWEALTH OF P ENNSYL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF INHERIT ANCE T AX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for th.~ County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the val ues set forth opposite each item in the last column to the right in Schedul es II A", "B", "C", and II E". Dated: Septembe r 18 , 1979 Va/Zt~i 2/L/ ~/T) [ ) INHE~~ITANCE 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. Da'ted: REGISTER OF WILLS ~ODE ADJUSTMENTS INVENTORY V ALUE AS APPRAISED (HARRISBURG USE ONL YI REMAINDER APPRAiSEMENT CODE Real Property (Schedule A) $ nnn"" 00+ 92+ Personal Property (Schedule B) ?(. ')1: 10+ Joint-Held Property (Schedule E) ..."..."" 20+ Transfers (Schedule C) none 30+ TOTAL GROSS ASSETS <(.. ?t: Less Debts dnd Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuatian af life estates ar % PRINCIPLE FACTOR VALUE CODE annuities.......... ..... ......_ $ ~ , ~ ESTATE TAX ASSESSMENTS _ $ TOTAL TAX CODE 2% $ 6% -- $ 15% $ $ $ * $ $ t= $ $ COMPUTATION OF TAX FOR USE OF REGISTER ONLY Tax an $ Tax on $ T a x on $ Tax on $ Tax on $ Exemptions Total Estate (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after deoth BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ $ $ $ c BALANCE DUE Add interest at rate of 6% from to $ $ TOT AL T AX BALANCE $ PAID $ Supplementol Codes: (FOR USE IN HARRISBURG ONL Y) 48 -Adi u stment 49+Adj'ustment 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 same should be noted below, with short explanation. " \ ~ ...'l Z "" ~ w ~ ~ ... '" ~ ~ 01 ~ <U ~ ..... ~ tJ 0' ll) ..... Cl 0.- \ <'{ ~ c.. re Cj) ~ C ..... u.. ~ 0 c.. ~ 0 \- ". ~ ~ <'{ ~ .r: Q) -0 ..... W Q) .- C ,.., r-< W ~ ~ III ro </l ~ 0 :c .- ~ '!: \J.< <'{ \- ~ c=' ~ . .- Z 0 t; ::t. \..- Q) <U 0 u.. ro .0 c.. c.. 0 w Q) <..) E '-' ~ r--;:- .- ::l 0 0' III <..) .s:= 0 W .- .::: ...... u.l ..... ~ ~ ~ ~ <U ... '- ~ ..... ~ 0 if) '2 '-' % ...... 0 :::; ~ ...... <U ~ ::;;e: ..... ;:l e: ..... "0 <:'0 0 0 ~<'{ ,.;l U U REV-518 (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 G. Lightner 5301 Carlisle Pike Mechanicsburg, PA 17055 Phillip K. Gehring 151 City View Drive Valparaiso, IN 46383 (Executor or Administrator) In Re: Estate of Elsie K. Gehring Cumberland County - File No. 21-78-0569 Dear Ms. Lightner and Mr. Gehring: You are hereby notified that the or i EJi na].. .JJicPfU UVl(: ^to,~ J appraisement in the estate of E 1 s i e K. Geh ring has been filed in the office of the Register of Wills of Cumber1 and County on September 18 , 19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none 36.25 none none 36.25 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 September 18, 1979 Signed ~n/'iA /r j Jern ( ) . / 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 COMrvlONV'JEALTH OF PENNSYLVANIA RESIDENT 1I\IHERITAI'JCE TAX APPRAISEMENT DATE September 18, ~ COUNTY Cumberland FI LE W), lj,:~-..Q5j~'~~_m"'_4 Whereas, EI s i e K. Gehr i ng late of Carl is I e ____ in the County of Cumberl and _ Commonwealth of Pr,m'1syj'/3nia, h(!\ljn~l died, nn the 7th day of October 19~, seized and possessed of an esti'te subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sand ra L. Stone , an appr-user duly "ippointed accocdinq to 1;1'''', having been designated to make a fair and ccnsciol12.ble appnlsement of the said estate, ,:,:ld to d'oBG~S and Iix I be r;a:h 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 III possession or enjoyment to collateral ~leil':j of the ljecedent after U';c eXPiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to app.aise and assess transfer inheritance taxes at U,e 'awful collat~ra' rate on any such future interest. DESCRIPTION OF ASSEf I UN! r I API:"r.1LSp.lnent V f' I I 'F~ , M,::,de for Inheritance ._) _.., Tax Purposes -f n~ne H Real Estate .' I Personal Property 36 ~25_,; Transfers none. ! Joint-Held Prooerty none TnTAI Ll'........1- ..... 361 ?l::. - I I I , I I ! I , I i Have been duly sworl).a,ccording to law, I do hereby certify that the above appraisement is made in conformity with the law on this I tith day of S:%embe, ,r I 19 IL. '\ /'u:t. "(c)../J 0...-;[.t7l:,) ". Appraiser (Number and Street) Harrisburg (Post Office) , Penna. ..... -\- r c: u ~ ~ \ ~~ \........_ 11l: ~'-' \..: \::'- Ill: \ ~: __ :::I" ~U: ...:..... ~: 'U Q} tfl nl Q} o Q} Q 0">: c: 4... o (\) .;-> nl +-' tr.l \.:L\ .-: ~\ Ill: ~: :.t~ Ill:, .-' 1Il"" .-' uJ: <1': r-: 0' .-i ~ ~, u.I ...0: CO: ::> .- '. cC. . . ~ "'"': N c>.. ("1'"\: 0-: " (1'\ .-: Ill: .-: (,/): CC ~ 6 \\ '0 .,j Q) N Z <5 :> ~ .-. ~\ 0 4-< III 0 0 s- o (\); > t;::l ~ 0.. .- .0' ....... 0.. (l) 1Il 0: ..... 0 <5 <::C, +-' .- .;s. JJ. nl ::I ....:\ .- U: _tr.l -0 'U \.. () \-0 C 11l 0: 0 (\) X <I:l U Q +-' nl \.~ -0 trl .... d +-> ~: 's, 4-< ~~ .,j (l) ~ c ;-' H <1': 'l) 0 nl Q} 0::'. Q} 'B (\) t: .- : +-' :> Q (\) .S c. 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