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HomeMy WebLinkAbout03-13-79 . - . " RCC-103 (3-73) "78* INHERITANCE TAX RETURN I" (~" , COMMONWEAL TH OF PENNSYLVANIA FOR INSOLVENT ESTATES ONd! C .(: . r. OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS OF RESIDENT DECEDENTS INHERITANCE TAX DIVISION 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 dote of death, unless on extension is granted by the Secretary of Revenue. Will a. 1-') f - ",pi 78 I, David L. Mayberry of 52 East North St.. Carlisle ~ No. 19_ (NAME) { ADDRESS) t'a. UK- executor being duly sworn according to law, deposes and says that he is the (EXEC., ADM., LEGATEE, ETC.) of the estate of Myrtle L. Killinger late of Middlesex (CITY, BOROUGH, OR TOWNSHIP) deceased, and that the whole of the estate of said decedent, who died on October 1" 1978 ( ATE) consisted of the assets listed below and that aJIowahle 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 :z~ -vJ da~ of 19 ---1JL Executor (TITLE) - Type of As ~ J/'i6 ASSETS Estimated Department Reol Estate, ers. Voluation Property, Jointly Market Held Prop. or (Attach additional sheets if necessary) Value CAUTION Transfers Description of Asset (Do not write in this s ce) Personalty Savings Account No. 93797 at.Cumberland Valley Savings & Loan Assoc., Carlisle 5~q.50 Pennsylvania :\I 539.50 Personalty Checking'Account Dauphin Deposit Bank & a"'n 1"1 Trust Co. , Carlisle, Pennsylvania 24 7 .14 TOTALS :\I 786.64 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 p'ersonal property as reported in the f~ing sche~ at the values set/?rth opposite each item in the last column to the fIght. '\,0 ~ ,,~--~y_ C /\.-~--\r-_'~~ Dated: ,.!-S--1f c;: (INHERITANCE TA(!f'PRAISERJ Name of Payee OEBTS AND DEDUCTIONS A mount Amount Approved Nature of Claim Claimed by Register Roth Funeral Home BUrial $1,644.62 Register of Wills Letters Testamentary, etc. 11.50 TOTALS $1,656.12 1(,,5'(- (0( - REPORT OF THE REGISTER OF WILLS I, the undersigned duly eJected 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 the right, which greater or lesser amount represents the sum allowed as a detjtion. Date of APproval::}nOlIL /3., /971 ~ r, hjVltv.~ ~L I [hI'!'> -( ~ '~ "- ." "" 1>:L&JRlI({i)N" R. L({i)WEIR AT'NJllllNJllV AT LAW CABtlLISLE. PE~'YBYLVANIA 31 S. HANOVER" STREET November fo , 19 78 Ctunberland Valley Savings & Loan 19 West Hlsh st"8t CaPUs~ P9"''t~yJ.van1a 17011 Gentlemen: \lIe are in the process of settling the Estate of Myr+.lA M. Kill1 gar O/k/af!~b ,. r:l1l1~'" ?f ~l..s~., ~Rhip, r.nmhA~l..nd . o ,n y, - c:1:J.sylva. la, l,iIlO le O~tnhA,..' , 19...:zB.- OI'lnJ.ng Savi~~Q f1Ccount No. 9'.3797 at your insti- tution. - or inheritance tax purposes ,'Ie must report the value of the account as of Or.t...h.>l" . 19-2lL, the date of death. Would you please state it below by inserting figures . in both the original and the copies of this letter, mail the original and one copy back to me and keep a copy for your records. I will put a copy with the inherit~'ce tax papers I file and thereby obviate the necessity of the state's appraiser calling you for the figures. And, if you are called you will have the figures readily available. If the account was a joint account please state the date it was created: not joint , 19xx: . We have found that off times the figures supplied us differ from those supplied to the state resulting in time consuming efforts to straighten out the resulting problems. TIlanks for your cooperation in our efforts to be correct in order to prevent annoyance to you. Very sincerely rours, "1~,- ,,~ I;jarion R. Lower Principal as of date of death October I . 1978 $ 500.00 Interest earned from Jan. I . 19lL to Oct. 1 ,191[:: $ 39.5(1 Total Value October 1, . 19-1L - - - - - - - - - _ _$ 539.50""""'- lhremeep 10 . 19 7ft CumberlA.nd v:..lley Savine:s & Loan Assc . I Instltut:LOn By '~../ "f,r.)-,~l l. 1[i~ Posltlon :!.'>;(AlRJlON JR. Low:ElR .1\TTORNEY AT 1.lA.W CARLUILE. PENNSYLVANJ:A ! -- 31 S. HANOVER STREE.T . November Ie. , 19 78 Dauphin Deposit Bank &; Trust Company ? Wflst High Street CarlislA Pennsylv:>nia 1701'3 Gentlemen: l1e are in the process oi: settling the Estate of =1e L. KillinlZer . of' l>Iiddlesex To\'mship. Cumber County, Pennsylvania, \"Iho died October 1 , 19 78 owning Checidl1~' Account No. 51234750 at your insti- tution. For lnheritance tax purposes we must report the value oi: the account as of: October 1 , 19:zL, the date oi: death. ;;oc:.ld you please state it belo\'! by inserting i:igures . b L' L' "., , L' . i: th' 1 tt '1 h ~ ~n. oun ~~e orlglna~ ana ~ne cop1es 0 ~s e er, rna1 t e original and one copy back to me and keep a copy i:or your records. I will put a copy with the inheritance tax papers I file and thereby obviate the necessity oi: the state's appraiser calling you i:or the figures . And, ,ii: you are called you vlill I have the i:igures readily available. Ii: the account vias a joint account please state the date it "laS created: not joint , 19 XX . We have i:ound that ofi:times ,the figures supplied us dii:fer i:rom those supplied to the state resulting in time consuming ei:forts to straighten out the resulting problems. . ,Tnanks i:or your cooperation in our ei:forts to be correct in order to prevent annoyance to you. Very sin:erely J:..urs, "1~ ~ Barion R. LOHer Princi;>al as of date of death October 1 -- ~. , 1978 * 2lt7.1lt ~ Interest earned i:rom 1-1 ,19 78 to 10-1.- , 19"'"78"" nons Total Value October 1 , 19~ - ~ - - - - - - -- _$ none November1lt , 19~ Dauphin Deposit Bank &; Trust Co. Institution By ~.~~ ~ion Assistent Tressurer * COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.o. BOX 2970 HARRISBURG R E: v-, Ie (8-78) 1710S IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT David L. Mayberry 52 East North St. Carlisle. PA (Executor or Adm ini strator) "In Re: Estate of Mvrt1e L. Killin2er Cumberland County - File No. 21-78-614 Dear You are hereby notified that the Insolvent appraisement in the estate of Mvrt1e L. Ki11in2er has been fi led in the office of the Re,ister of Wi lis of Cumberland County on 5 March , 19~, Said appraisement reflects the following valuations: Real Estate None Personal Property 786.64 Transfers None Jointly Owned None Total $786.64 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 (filteen 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 abject thereto within sixty days alter receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. ~3. . . \?\__~,__,C~c_"-'-""--.A...J~ c:.;C-0 Date 5 March 1979 Signed () . Title Administrative Officer Note: This is not a bill.