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HomeMy WebLinkAbout04-09-79 RC;:(>"33.l~73) .081979 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ----"::\ COUNTY OF CUMBERLAND RESIDENT DECEDENT Estate No. 1-78-608 IMPORTANT, 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,enue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF } "''"'="' Hattie Newburg: EXECUTOR lSTATE FULL NAME bF DECEDENT) Late of Cumberland ~ County State of Pennsylvania } ss, County of Cumberland Ruth Newburll M:lore Executor ~ of the estate of the above.named decedent being duly sworn, depose 5 and .ay 5 , Decedent died October 22 , 19~=eavlng a last will, copy of which is hereto attached..} (MONTH) (DAY) (YEAR) Name and add'e.. af atta,ner a, } Robert R. Black, Landis & Black other authorized repres.entative to whom 36 South Hanover Street, Carlisle, PA 17013 all corre.,pondence should be moiled. That as such Executor deponent is familiar with the affairs of said estate and the property constituting (EXECUTO R-ADMIN1STRA TORI 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 S....FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Acbm<; COlmty National Bank Hattie Newburll or ter P.O Rox g7, York f1pr;nn~ PA 17277 RuTh N....mur" Moore That the contents of said saFe deposit box or boxes are itemized under Schedules B &E 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 interes t thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the 4ate 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 date of death, bonds and accrued interest thereon to the date of decedent's death and other investment securities owned by the decedent at the time of death, with the.market value there- of at such time. . . . In the case of securities of close or family corporations, the values reported are as far 4S possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof 4S of the date of death. The schedule also sets forth the interest of decedent at the time of death tnany co-partnership or business, and 1n support of the value of such interest there is annexed to 5 aid schedule, financial statements showing the assets and liabilities of said co-partnership or Quslness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of toe agreement) together with a statement setting forth the character of the business, its 100& tion, and such other facts pertaining to the business as may be pertinent to a ~air and just appraisal o~ the decedent's interest therein mllst be submitted. It should also set ~orth in itemdzed form, together with the fair market value thereof', 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 o~ trans~ers o~property, real or personal, within two years of decedent's dea th, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after dea th, said schedule sets forth the nature and value of such property, to whom trans ferred, the relationship of the trans:ferees to the decedent, the proportionate share received by each trans:feree and all other :facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there 15 also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Therp. Is also set forth In said schedule a list of all property, real and personal, with its value, which passes 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 D 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 of decedent's death or all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, 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 or the decedent and others, plus the date and place of record of ins~ruments 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 decedent. That Schedule F attached hereto and made a part hereof sets fbrth 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 tudiciary's commissions paid or to be paid; cost expended for burial trus ts, 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 65101' the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if 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 estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the'appropriate columns in Schedules "A", "B", "e" , "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ....2.~."".... ........~......R.'.................... . .. ...... day of:J-th.., ......m"" 19...79.. ~(~~~}"'.'ibth".N~;b;;'g :fl~e!J..<" .~. ,#3oJ,,?t:;!.. . ..-...-.......................... 409 S......~i!.l..t.;iJ.!P..;r..~""AY.!?n!J.!;L................._......~nL..__.. ............... ... . ... (Street Numbe7') PA1R1[.L\ S. BEITTEL, NOTARY PUBLIC CARLISLE BOROUGH, CUMBERLAND COUNTY M:ltmt:1:I9~!y..?P.!.:i.P..&?1.)'.A..~?..Q!i~..m....... MY COMMISSION EXPIRES JULY 29.1980 (City or Tow" ..nd Sto.te) Member, Pennsylvania AssociatIOn of Hotarles NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted 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. RCC..e4 (4-73) CO'MMOj'lWEAL TH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS SCHEDULE "An 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 surviarship or tenancy by entireties should be reported an Schedule "E.") The r.al property located In the Commonwealth of Pehn.ylvanla should be (1) (2) (31 descrIbed by lot and bloclc number, str.et and .tr.et number. tog.ther with DEPARTMENT a general description of the property. with 0 ref.renc. to the record of the ASSESSED VALUE VALUA TION conveyance by which the decedent toolc title; If a form .tate number of a. FOR YEAR or ESTIMATED CAUTION cr.s; also .tatement of mortgage encumbrance. upon each parc.1 at death DECEDENT'S MARKET YALUE (Do not wrl,. of decedent. Taxe., a.....ment., accrued Inter..t on mortgag.., .tc.,or. to b. listed on Sch.dl,lll. "Fu and must not.b. d.duct.d from thl. .chedul.. DEATH In this space) NONE N ()"'l--L- Insert this total apposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. ReI( -35 '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "Blf RESIDENT DECEDENT PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time or his death. Property owned by the decedent jointly wi th another or others must be listed under Schedule "Eft. Intangible personal property, titled in the name or 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 ract that they are not or 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 certlricates, 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 Ciduciary in said capacity, partnership interests, interest in anyundistributed estate or or income rrom any property held in trust under the will or agreement or another, eVen though located outside or the State, at the time of death, should be listed in this schedule. Item ITEM UNIT ESTIlIATED DEPARTlIENT VALUATION No. List and describe fUlly VALUE 1IARKF:r VALUE (Do not write in this space) 1. Adams County National Bank Savings Account No. 96-2749-9 established August 3, 1977 Ba1. - 579.56 Int. - 13.74 93.30 593.30 Adams County National Bank Certificate of Deposit / 2. No. 6-04232 dated August 3, 1977 Face - 1,000.00 Int. - 13.16 1, 13.16 1,013.16 3. State Capital Savings & Loan Association Savings Certificate ff002-004270 issued February 20, 1976 Bal - 3,193.17 3,247.6y/// Int. - 54.50 4. State Capital Savings & Loan Associatlon Single Payment Savings Certificate No. W7324 issued January 4, 1975 Face - 9,000.00 Int. - 39.46 9,039.4 5. State Capital Savings & Loan Association Single Payment Savings Certificate No. W8523 issued July 5, 1975 3,070.1/ Face - 3,000.00 Int. - 70.18 6. State Capital Savings & Loan Associatlon Term Certificate Savings Account ff002-20-l0527 issued March 4, 1976 Face - 3,000.00 Int. - 70.18 3,070.1 7. State Capital Savings & Loan Association Term Certificate Savings Account ff002-20-l5l40 issued September 1, 1978 Face - 2,000.00 /' Int. - 21. 37 2,021.37" 8. Pennsylvania Blue Shield and Medicare Refunds 44.95 Insert this total opposite "Personal Property., Schedule "B. in X X 22,100.27 "2:"2. '\ loa .'2-1 the .As Reported" column on the last page or this return. RCC~36 '* COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE lie" TRANSFERS RESIDENT DECEDENT (1) Did decedent, wi thin two years of'death, make any transfer of' any material part of' his estate, wi thou t receiving a valuable and adequate consideration theref'or? (Answer yes or no) Nn (2) Did deceden t, within two years of' death, transfer property from himself to himself and another or others (inCluding a spouse) in Joint ownership? (Answer yes or no) No (3) I l' the answer to (1) or (2) above Is In the af'firmative state: (8.) Age of decedent at time of' transfer (b) State of' decedent's health at time of' making the transf'er. (Note 1). (0) Cause of' decedent's death. (Note 1). (4) Did decedent, in his lif'etime, make any transfer of' property without receiving a valuable or adequate consideration theref'or which was to take errect in possession or enjoyment at or after his death? (Answer yes or no)~______ (a) Was there any possibility that the property transrerred might return to transferer or his estate or be subject to his power or disposition? (Answer yeo or no) (b) What was the transreree's age at time or decedent's death? (5) Did decedent in his liretime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly 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 rrom the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the afrirmative, 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 transferee's promise to pay income to or for the beneNt of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of' which was subject to change, because or a reserved power to al tel', amend, or revoke, or which could revert to decedent under terms of trans reI' or by operation or law? (Answer yes or no) No (9) If the answer to (8) above is in the arrirmative, was the power to alter, amend, or revoke the inter- est of' the benef'iCiaNr. reserved in the decedent alone or the decedent and others? (Answer yes or no) .A. NOTE 1: The answers to these questions should be Supported by arfidavit by the attending physician as well as a copy or the death certificate. NOTE 2: If answer to any or 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 or 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 (Eo tima tee!) (Dept. Only) NCMJ N ~ Insert this total opposite "Transfers", Schedule "eft In the -As Reported" colU1l'Dl on the last page or this return. RCC'- 37 (12-63) l'm!MO~\\"EALTII OF PEN:\'SYYL\NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT '* SCHEDULE "D" I, 1\ .,' ;;: BENEFICIARIES , RELATIONSHIP BENEFICIARIES AND ADDRESSES (If step.children or SURVIVED DATE ImEREST OF ~State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY have an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise in estate) forth this fac!') OR NO BIRTH Ruth Newburl1 M:Jore DauRhter Yes 2/15/15 Entire 409 South Baltimore Avenue M:lunt Holly Springs, PA 17065 S/S No. 209-07-6123 , Deponent fUrther says that all the above-named beneficiaries are living at this time except below: , NAME DATE OF DEATH RESIDENCE . (1) (2) ~ .~ SUMMARY (As Reported) (As Ddermined) .oS ,- E<:'lto Heal Property .. ......... ... .................... ........ ... (Sch. "A") $ ~O- $ "'ti): ~ .- <lJ E Personal Property.......................................... ....... ....(Sch. "B") $. 22,}OQ,27 $ .5..... ::l S ~- - 0 ~O- "0 C. '-' Transfers .... ............... ........ ....(SCh...C") $ $ '" g, ~~'" ,Joi11t:tyQwJ1,l'l~l):roPl'l:rty.. ......... .... ....... ..... .... ..... $..2,&20.0L $ o ~ - ~ ~ :::l:n 1-0 ~ ~ 0 $... $ ~ E ~ f5 ~ Gross Taxable Estate $ 24,.nO.28 $ Ul gf " 'M !-< P< CJ), t- >-. "0 .-< Z " .-< ... W '" 0: " - " :I:: , ...l " ~ >< .., II <( W Q ..., '" CJl 9 - .... <( ~~M <<: ~ ~ " At: '" ~ .2 ... U "..... p.. 0 t.H: @ " ... < .l:l 0 '" p.. '" ~ ..:: <( ~U)~ :t <<: :t W 0, ;., .-< '" ~ b . ... W ... E- ..c:' !-< " Q 1.'i .... .. <<: ~ d) ~ ;Z &!l ~ a; 0 .... 0 E- ~ l 0:; ~ Z E- CJl H g p.. ~ ~ W ~ ~ E- U) '" ~ 0: 0 HP::- 0 ~ .:; At: Q ~ " '" 0 Z ui a 0 ~ ... .'" w " I...: <IOU " E- '0 ;. At: -J "" .j:; E- " "S <<: ~ ~. 0 :;;; 0 E :::: .8 " :: 2 - ;:; .- '"0 '" 0 :::~ ...l u U RCC.3B COMMONWEALTH OF PENNSYLVANIA * TRANSFER INHERITANCE TAX SCHEDULE "E" RESIDENT DECEDENT JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owner! by the decedent jointly wi th another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting 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 Acquisition, Name Unit percentage Estate DEPAIlTlIENT VALUATION Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write of Record o~ Instrument, where Real Estate. In This Suace. X X X ~ Value of Value of X 3< ~ ~ ~ :& :x Entire Deceden t' s X ~ 'V >0< 'Y' X property Interest 1. United States Savings Bonds, Series E, all issued to Mrs. Hattie Newburg or Mrs. Ruth Newburg M:lore, as follows: a. $25.00 - Q13l5569042E - Feb. 1957 49.37 b. $25.00 - Q13l5569077E - Mar. 1957 49.37 c. $25.00 - Q1322599849E - Apr. 1957 49.37 d. $25.00 - Ql170683389E - May 1957 49.37 e. $25.00 - Ql17l392852E - June 1957 48.15 f. $100.00 - C25ll82632E - July 1957 94.32 G. $25.00 - Q16004723l5E - Noy. 1957 48.58 h. $25.00 - Q1605687032E - Jan. 1958 47.81 i. $25.00 - Q1605687033E - Jan. 1958 47.81 j. $100.00 - C35397l620E - Jan. 1958 91. 24 k. $25.00 - Q1607476988E - Mar. 1958 47.81 1. $25.00 - Q1632524040E - Apr. 1958 47.81 ./ Total 1871. OJ one-half 435.51/ 2. Cammon stock of General Mbtors Corporations all issued to Hattie Newburg or Ruth Newburg M:lore as joint tenants with the right of survivorship: a. Certificate No. K49-676 dated December 1, 1959 - 5 shares b. Certificate No. U736-267 dated July 15, 1965 - 3 shares c. Certificate No. U967-947 dated / April 25, 1966 - 2 shares 624.4C 312.20 Total of 10 shares @ $62.44 one-half 3. Adams County National Bank Checking Account 196-885-8 opened October 2, 1959, L.-. in the names of Hattie Newburg and Ruth N. 555.0~ M:lore 1, 10.02 one-half 4. Adams County National Bank Certificate of Deposit - 6-04026 dated July 1, 1975, issued to Hattie Newburg or Ruth Newburg 502.5( M:lore - Face - $1,000.00 005.17 Int. - 5.17 1, one-half 5. Adams County NatlOnal Bank Certificate of Deposit - 6-04040 dated July 26, 1975, k issued to Hattie Newburf and/or Ruth / Newburg M:lore - Face - 1,000.00 Int. - 17.48 1, IJl7 . 48 one-half 508.74 6. Adams County National Bank Cert:Lficate of Deposit - 0-011037 dated August 23, / 1978, issued to Hattie Newburg or Ruth / Newburg M:lore - Face - $1,000.00 Int. - 11. 92 1, 011.92 one-half 505.96 The funds were transferred from the joint checking account as set forth at Item 3 above established in 1959 --- / Insert this total opposite "Jointly Owned Property", Schedule "E" 2,820.01 2,1)2.0.0 { in the "As Reported" colunn on the last page of this return. .ftC g.ao (&0077) County, Humber and Home Cumberland SUMMARY File Humber 21-78-608 Date of Death October 22. 1978 File Date COMMONWEALTH OF PENNSYLVANIA Estate Home Newburll Hattie TRANSFER INHERITANCE TAX (LAST NAME) (FIRST NAME. (INITIAL) RESIDENT DECEDENT REPORT OF IHHERITAHCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, cia 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 flAu, "S", flC", and liE". Dated: INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and far Cumberland County, Pennsylvania, do respect- fully report that I have allowed dedu.Gtians 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 "fll, which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED CODE VALUE AS REAPPRAISED CODE Real Property (Schedule A) $ .U- $ 004+ 00+ Personal Property (Schedule B) ZZ.lUU :i 10+ 10+ Jolnt..Held Property (Schedule E) t,IS,W Jl 20+ Tran.f.r. (Sch.dul.C) -U- 30+ TOTAL GROSS ASSETS 24 920 8 L... Debt. and D.ductlons 40. (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life ..tate. or :L- PRINCIPL.E FACTOR VALUE ~ annultl...................... ._ $ t= t= I - ESTATE TAX A~SESSMENTS -$ FOR USE OF REGISTER ONLY ~ COMPUTATION OF TAX Tax on $ 2% $ Tax on $ 6% $ Tax on $ 5% $ Tax on $ 10% $ Tax on $ IS% $ Exemptions * (*) As evidenced by Charitable Total E.tote Exemption Certlflcat.. Issued TOTAL TAX $ by the Secretory of Revenue. L... tax previously paid $ t= BALANCE $ L... 5% of tax If paid within 3 month. aft.r death $ BALANCE OF INHERITANCE TAX DUE . I Add intere.t at rate of 6% from to $ AMOUNT OF ESTATE TAX ASSESSED $ ~ E.tate tax paid $ I BALANCE DUE $ Add interest at rate of 6% from to $ TDTAL TAX BALANCE $ PAID $ Supplemental Code.: (FOR USE 114 HARRISBURG OHL Y) 48-Adj ostment 6O-Lile E.tate 93C-Charity 96-Successiv" 49+Adjustment 92+Remainder Approisal 94-Remainder Residue Life Estate 56-Annuity 93-Remainder Deduction FOR USE OF REGISTER OHLY ADJUSTMEHTS NOTE: Where subsd\:ent a~ustments are made to the above computation of tax by the ,Register of Wills, for proper reason, same should e not below, with short explanation. * COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.o. BOX 7!l70 R E V...~ 18 (8"78) HARRISBURG IN YOUR REPLY PL,EASE 17105 REFER TO Inheritance Tax Division NOTICE OF FILiNG OF APPRAISEMENT Ruth Newburg Moore S. Baltimore St. tlt. "011) S~ringe, p~ 1796. (Executor or Administrator) In Re: Estate of J.:I'::ltti' e- NAtJhllT'g Cumberland County - File No. 21-78-0608 Dear You are hereby notified that the Original appraisement in the estate of J..1':::.tt{Q 'tJo.1d'hl1"'g has been filed in the office of the Register of Wi lis of CUlllbiO:P~atl d County on q ApT'lil , 19-2.9., Soid appraisement reflects the following valuations: Real Estate Nnnt:.' Personal Property $??,lOO_?7 Transfers NnnA Jointly Owned 2,R?0.01 Total $24,920.28 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L^,~3. . . r-, () -+-' '. r' , \. r". .', ,." , ___'___1 "- .,,-~_ Dote q Ar,...il lQ7Q Signed -' Title Administrative Officer ~. Note: This is not 0 bi II. REV-457 (8.78) COMMONWEALTH OF PENNSYLVANIA DATE:: 9 AnI"il 1979 DEPA'i'l'FMENIOF REVENUE RESIDENT INHERITANCE TAX COUNTY Cumberland BUREAU OF FIE 0 OPERATIONS P.O. BOX 2970 APPRAISEMENT FILE NO. 21-78-0608 HARRISBURG. PENNA. 17105 Whereas, IIdtti~ llt.lI'k~Fg late of BOl"oup:h of Mount Holly Sprin in the County of r.nrnhp-'r'land Commonwealth of Pennsylvania, having died on the t)t)....~ day of nro+n'hpJ!ll 19 ..1.!l. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, TL>.^ ~n'g';niTi , 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 In'terest 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 Real Estate $ 1\In,., p " PrOD nn '" ,., "' <'. None ili i,.,+lv Owned n on " "' n" "n '0 I I . Have been duly sworn according to law, I do hereby ce,l1ify that the above appraisement is made in conformity with the law on this at" day of ~~t).~~>, .,.., ., v ...~I=-~ 19 2L. . ~ ) Appraiser (Number and Street) Hb". . Penna. (Post Office)