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Home My WebLink About08-27-79 RCC.84 1S.77) COMMONWEALTH OF PENNSYLVANIA , DEPARTMENT OF REVENUE INHERITANC!:TAX OlVlSION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ,TO: c~ ,f;;\.AJ &"-t ;' . I.' t (li' vi ~~, ~;;\.j~'i"~ I~~~ w..... (J) iff JJ/l'^tO_ . DATE , . LANi,aJ !~r,7 (, (I ( ESTATE OF L/jL/V'~' , l ,ll , ,'I COUNTY OF l,__-,(,(/'i":J1;\U,,-J/fil"\4__ '~\. - " '\ ) . 1'-/ DATE OF DEATH .~'u.y;,! ,Iv ," i ' U ! ------------~----------------------------------"'----------------- ,c , \;~.;} (~~t~ C~ I; / FILE NO. d) - ') l i))0",9 , -u/ / For CountY Information purposes only COUNTY FILEN():, I fl.!'] i~. '7 Appraised Value of Estate: Real Estate "'~ -- -.----i"ersonal-Propeny.-'.." Jointly Held Property /Transfers $ /ld50f1 Total Gross Estate $ /I <:P' OJ '-I il '7.;lo I () $ ~~~iY' - /'0 ~- Total Approved Deductions Clear--Value-of-EstCite-- Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax . $ , _.. AmountTaxable,@ 6% Rate $ tax due $ Amount Taxable @ 15% Rate tax- due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ A:oJ\.",., "~)7cv' . /~ Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ + $ $ = $ + = + = 13'ALANCEOF PENNSYLVANIAINHERtTANCE l'AXDUE" ". ~., l '\ ' ,. - ". ",T' i, _" -,- /F~- $""''''". ,A... ,1/). ....,. . Interest Y1111 accrue at tne Inheritancet8.X from rate of SIX (0) percent per annum on -lFie- -unpaid balance of Asses:c:e~tl",:'~ 1 p~;met{ I, ~. , .....~ A~ntforthe Commonwealth \ A' !'_r~ ., VTt>'Y,,- SEE REVERSE SIDE FOR INSTRucnONS REGISTER OF WilL'S COPY . ~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS ~77 *' /y - 'k COUNTY OF {.//4?U::~.;t IdA/. Rcc-lo3 (2-641 This return must be completed In detail and filed in duplicate, with the Register of Wills In the County where the decedent resided within one year ,,-,fter dote of death, unless on extension Is granted by the Secretory of Revenue. Will Jl.d..n. No. 21-78-611 19_I,~my B. Ward, Borough of Camp (Name) Hill of 22 S. 30th St., Camp Hill, Penna. (Address ) Misc. being duly sworn according to law, deposes and says that he is the (Exec......AsIm.. Legatee, etc.) 01 the estote of Charles E. Ward lote of Camp H111 (CIty: Borou~h. or Township) do."osed, ond that the whole of the estafe of said decedent, who died on July 1:1, 19 8 ~ (Oat.) consisled ~f lhe assets listed below and that allowoble debts and deductions exceeded the f~ value of the ossets and n(1 Pennsylvania Transfer Inheritance Tax is due. Executrix " t"e. It,j, .doy oflr':" 19~ ~- A/:( SWl3fn and subscribed before me L\) . =. . ;( ('ViSlona. ) (Title) Type. A.set: ......DIa. 21, 1081 ASSETS l/ Department Rea! . Estimated Valuation P,ao"r I': J'" ~ ..~.. o...t1(Attach additional sheets if necessary) Market CAUTION j{."ld Prop. or Description of Asset Value (Do not write Transfers in this space) -- 1. Real Estate House and lot located at 22 S. 30th St., Camp ~ c-/ Hill owned jointly by the decedent and his spouse Amy B. Ward by the entireties and is not taxable $35,000.00 , 2. Personalty Household goods and furnishings owned jOint~-~ by the decedent and Amy B. Ward by the entireties and is not taxable $500.0~/. 3. Personalty Bequest to Charles E. Ward as paid to the arles $1,125.94 E. Ward Estate from the Estate of Lula . Ward in the amount of $1,125.94, a copy of the tr<!Dsmittal letter hereto attached TOTALS $1,125.94 \\\"L.-<:>'1C{ 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 os reported in the foregoing schedul:;J'.;!;e values set ~ite each ite.. in the lost c mn to the right. /VIdA Lt ~ Jl a .' Inheritance Tax Appral.er Nome of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register 1. Amy B. Ward 2. Myers-Hall 3. Gingrich Memorial Family exemptions Funeral Bill Tombstone $2,000.00 2,060.10 660.00 TOTALS $4,720.10 I D~ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the obove County, do respectfully report thot I hove 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 he right, which greater or lesser amount represents t sum allowed as a eduction. Dote of Approval: '7 Li7~ /{J-/<;h-7 . ~.z.y7? c ''I' BLACK AND DAVISON ATTOlltN.V......,.-L....W aD. UNCOL.N WAY ......-r ... O. .OX 15'~ eN......... H. DAV....... ~"T c. ec~.1ItT .JAN G. MH..COVa DCN" .... ~ -;-,..,-g CMAMBERS.URG. PA. 17201 ...,..... coDe "'7 liiI..-1lI18. GIlOJlO. .... WN'OHT .OWAIItO I. .-rECKIEL.. 0.. COUNtNtL, ..OIltO. . .......CK November 13, 1978 Willi_ A. Yocum, Esquire P. O. Box 643 c..p Hill, PA 17011 Re: 1':8 t8t. of Lul a B. Ward Our File No. 11,201.1 ne.ar Mr. Yocum: Thmlt you for your letter of Noveni>er 10 sending to me a short certifi- cate showing the qualification of Amy B. Ward as Executrix under the will of atarles E. Ward. Ala requested in your letter, I am forwardinl to you herewith check of the Adllinistrator of the estate of Lula B. Ward payable to the estate of atarles E. Ward in the amount of $1,125.94. I have prepared a release for Mrs. Ward to execute as Eucutrix and en- clo.. the original and a carbon copy herewith. Will you ple... haw her sian and acltnowledae the original and return it to me. It is lIIportant that thb be done .. promptly as possible because we desire to ha~ the Ad.dnistrator rele..ed froa the bond prior to the time when it would otherwise have to b. ~ewed on Decelllber 12. Very truly yours, BLACX AND DAVISON ~ By ~JI.L/II'~'~ Charles H. Davison OID:jre Enclosures * REV-SIB (3-79) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Investigation Division NOTICE OF FILING OF APPRAISEMENT Amy B. Ward 23 South 30th Street Camp Hill, PA 170 II (Executor or Administrator) In Re: Estate of Char! e~ F W",rn Cumberland County - File No. 2 1 -78-06 I I Dear Ms. Ward: You are hereby notified that the insolvent appraisement in the estate of Charles E. Ward has been filed in the office of the Register of Wills of Cumber 1 and County on Auaust 21 ,19-19.. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total nnn~ 1,1'<; q4 nnnjOo nnnp I r 12<;.q4 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, inc1usive;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 Au!'!ust 21. 1979 Signed .4-~ fi /1 JL~p Title Admin i ~t"':ltivp O-Ffi (":pr NOTE: This is not a bill.