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Home My WebLink About08-31-79 -~- .. REV-SIB (3-79) COMMONWEALTH 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 Adam R. Heberling R. D. 1 Newburg, PA 17240 tExBCutor or Administrator} In Re: Estate of Ethel A. Heberling Cumberland County - File No. 21-78-0615 Dear Mr. Heberl ing: You are hereby notified that the orioinal appraisement in the estate of Ethel A. Heberl inq has been filed in the office of the Register of Wills of Cumberl and County on Auous t 3 I ,19~. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total ?O,~OO 00 2Q.814.10 none 27,752.7. 78.066.83 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 August 31, 1979 Signed ~/hi?/? / Title Appraiser ~..rn// , NOTE: This is not a bill. REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE COUNTY FILE fJO. August 31, 1979 Cumber 1 and . 21-78-061~ Whereas, Ethel A. Heberl ina late of ShinnFm~hlJrn in the County of Cumb",r 1 and Commonwealth of Pennsylvania, having died 0n the 30th day of Ortnh" r 19 za...., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sand ra L. Stone ,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 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 DESCRIPTION OF ASSET UNIT Appraisement VALUES Miide for Inheritance Tax Purposes Real F~~"~,, $ ,,, """ '" Personal Property 2q 814 10 Joint-Held Property 27.752 73 Transfers none . TOTAl 711 nU. R~ Have been duly sworn according to law, I do hereby certify with the law on this 3 1 s t day of at the above appraisement is made in conformity 19 JS... Appraiser (NUmber and Street) Harrisbura (Post Office) . Penna. ~ ::<I ~ Cl> :t> '"' ~ s Cl> I 0 ~. ~ ~ Cl> 5' SJ '" Cl> p.. ~ ::r> 0- 0.. 0 '" ~ 0 '" ::> 3 ~ 0.. 0.. -6' " -6' :t> ::r- "1 '0 e: "1 I!!, "1 ~ '" '" 0 ,0.. 0;' ~ (,j ~ Cl> p.. ~ ::> r r " !I m 11 -6' lit '" I, ~ ~ ;;p ~ <:i i! ~ ~ "1 Cl> m r, ~ '" g, ~ Ii 0 1;;' t: 5' ~n' ::> ~ t:J :(/') z , 0 ~ ::<I Cl> : :::r :m ~ I: :s:: \ m 0 ~ '" : -. :..,. :3~ '" :- ~ "tl ..." 'S, :'" ~ .?" :-0 ::r '" , :0- J> ~ :-0 :(1) - , :(1) '" :......... t:J :II ~ ~ (I) :- .... ' :.,~ 8 :::J t>:I l> 11 -I 0.. :11> t-< :;>> '" Z : ~ ~ \ is: t: ",' :><; :0 :0- '" '. S n d m ,Cl> 0 Cl> :n :c ~ lti m Ii : "'- ~ :..,. :., Cl> ::I: -I :i ~ z 8l :0 ~ <: :0- :1.0 g, :(1) g, l> Ii -I " ~ :(1) :0- ~ 0 !" ~ =' :(1) >< ~ I :., ):> ~ : "T1 :w :- :;>> '- '-. ." Ii :II :0 ::3 -, :c :0 :iJ m lC :. ~ ~ ~, < :c '- 'I m :11> :N :'" t:J (,') I, f:? m II Z :..,. :......... -~ Cl> C :0' :00 2 '"' t: ..., m ::> m '- :'*' 7 [ ~ ~ . fl '<: :- '0 N >.D R E V.48 4 (8.78) County, ~mber ond Nome File Number 21-Cumberland 21-78-0615 SUMMARY Date of Death October 30, 1978 Estate Name Heberl ing Ethel (L.AST NAME) (FIRST NAME) A. COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIOENT OECEOENT (INITIAL.) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritonce Tox Appraiser in and for the County of Cumber] and 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 last column to the right in Schedules IIAu, IIBu, IIC", and liE". Doted: August 31 , 1979 I / i'U ~ )#/lc: :1../'" ' INHERITANCE 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 lost column to the right in Schedule "Fu, which greater or lesser amount represents the sum allowed as a deduction. Doted: REGISTER OF WIL.L.S f:OOE ADJUSTMENTS INVENTORY VALUE AS APPRAISEO (HARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE Real Property (Schedule A) S ?O,l;On Inn 00+ 92+ Personal Property (Schedule B) ?Q.RI4 I]n lOt- Joint~Held Property (Schedule E) 27 7"2 173 20+ Transfers (Schedule C) none 30+ TOTAL G ROSS ASSETS 71$ 060 11$3 Less Debts and Deductions 40- 93- (SeHEDULE FI CLEAR VALUE OF ESTATE Valuation of life estates or .L- annuities. .............. .... .._ $ ESTATE TAX ASSESSMENTS _$ PRINCIPLE FACTOR VALUE 1- t= l= FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax an $ Tax on $ Tax on $ Exemptions Total Estate ~ COMPUTATION OF TAX 2% 6% 15% $ $ $ $ $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 month softer death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from '0 AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to . $ $ $ $ t= $ $ $ t= $ I $ $ TOTAL TAX BALANCE $ PAID $ Supplementol Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adiustment 49+Adjustment 56-Annuity 96-Success i ve Life Estote 6O-Li/e Estate 92+Remoinder Apprai sal 93-Remainder Deduction 93C-Charity 94-Remainder Residue FOR USE OF REGISTER ONLY ADJUSTMENTS HOTE: Where subs~uent adiustments are made to the above computation of tax by the Register of Wills for proper reason same should be noted below, with short explanation. "