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Home My WebLink About07-12-79 *' REV-SIB (3-79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. O. BOX 2970 HARRISBURG 17106 IN YOUR REPL.Y PLE.ASE REFER TO Invllltlgotlon Division NOTICE OF FILING OF APPRAISEMENT Paul E. Simmons R.O. 2, Box 176 Mechanicsburg, PA 17055 (Executor or Administrator) In Re: Estate of Ruth W. Simmons Cumberland County - File No. 21-78-0617 Dear You are hereby notified that the ori gina1 appraisement in the estate of Ruth W. Simmons has been filed in the office of the Register of Wills of Cumberland County on Ju 1 y 12. . 191L. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total none $6,484.96 none none $6,484.96 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 July 12, 1979 Signed ~ ~\ 0", ~--;~0 . '.>-. . '~:-. "-----" .' i n'j-_' -'._-^-J'--^---' Title Administrative Officer 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 NO. July 12. 1979 Cumberland 21-78-0617 Whereas, Ruth W. Sinxnons late of Upper Allen Township in the County of Cumber 1 and Commonwealth of Pennsylvania, having died on the 12 th day of F eb ruary 19 ~ , seized and possessed of an estat e subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fu 1 gin i t i , 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 collakral rate on any such future interest DESCRIPTION OF ASSET UNIT Appraisement VALUES Made for Inheritance Tax Purp')ses Real Estate $ none Personal Property 6,484 96 Jointly Held Property none I Transfers none TOTAL ASSETS 6,484 96 I I I , I t3 I ; ; , 1 I I i f--- I ~ I ;~ Have been duly sworn according to law, I do hereby c tify that the above appraisement is made in conformity with the law on this 12 t h day of 19 .l9-. Appraise' tNumber and Street) HarriSburg (Post Office) . Penill. REV-484 (8-78) County, Number and Name File Number Date of Death Feb rua ry Estate Name Simmons (LAST NAME) 21-Cumberland 21-78-0617 12, 1q78 SUMMARY COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIOENT DECEDENT Ruth (FIRST NAME) \J (INITIAl.) REPORT OF INHERIT ANCE TAX APPRAISER I, the under.igned duly appointed Inheritance Tax Appraiser in and far the County of Cumberl 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 "AII, "81f, "C", and "EIf. Dated: July 12, 1979 ~ (:::T~u \":" . . () +' \_ \- __. A.......-..,_.A_ ~,_.~'---/ 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 last column to the right in Schedule "f", which greater or lesser amount represents the sum allowed as a deduction. I Dated: REGISTER OF WILLS . ADJUSTMENTS . I INVENTORY V ALUE AS APPRAISED k:ODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule Al $ ~~ 00+ 921- Personal Property (Schedule Bl -6, i(; 10+ Joint~He!d Property (Schedule E) none 20+ Transfers (Schedule Cl none 301- TOTAL GROSS ASSETS e. J.P./. ,;: Less Debts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE PRINCIPLE FACTOR VALUE I~ annulties....................._ $ Valuation of life estates or .:L- t= t= ESTATE TAX ASSESSMENTS - $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate CODE COMPUTATION OF TAX $ $ $ $ $ 2% 6% 1S% TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretory of Revenue. . t= Less tax previously paid BALANCE Less 5% of tax If paid within 3 months after death $ $ $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to t, $ $ $ TOT AL T AX BALANCE $ PAID $ 1= $ $ Supplemental Code.: (FOR USE IN HARRISBURG ONL Yl 48_Adju.tment 49+Adjustment 56-Annuity 6O-Lile E.tate 92+Remoinder Appraisal 93_Remoinder Deduction 9 3C-Chari ty 94_Remainder Reoidue 96_Successive Life Estate FOR USE OF REGISTER ONLY NOTE: Where subsequent adiu.tments are made to the above computation of tax by the Register of Wills, for proper reason same should be noted below, with short explanation. ' ADJUSTMENTS