HomeMy WebLinkAbout03-22-79
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT EST A TES ONLY
OF RESIDENT DECEDENTS
NOV 1 R "~.
I"!CC-103 (3-73)
COUNTY OF
r.,nnh"rl "nrl
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 date of death, unless an extension is granted by the Secretary of Revenue.
~NO'
~~ (NAME)
~
being duly sworn according to law, deposes and says thatgtc is the
19_ I,
Ada M. Cline
of R.D. #9, Box 451, Carlisle, PA 17013
(ADDRESS)
of the estate of
RoY M. Cline
Le~atee - Sllrvivi~ ~OllS"
(EXEC., ADM., L GA EE, ETC.)
late of West Pennshom Townsh\p,
(CITY, BOROUGH, OR TOWNS IP)
deceased, and that the whole of the estate of said decedent. who died on March 22, 1978
(DATE)
consisted of the assets listed below and that allowable 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 10 il' day of 7l"~mb.< 19 7r
~",d~~~~~ .
cld!14DA l BR[l1.'~ Hot6F1 Pl:lbhc
Cd~ /'n, (P~ Legatee-Surviving Spouse
(SIGNATURE) (TITLE)
Type of Asset: C rlisle, Cumberland La., Fa. Oepartment
Real Estate, Pers. j\ y Commission Expires July 17, 1982 ASSETS Estimated Valuation
Property, Jointly (Attach additional sheets if necessary) Market CAUTION
Held Prop. or Value
Transfers Description of Asset (Do not write
in this sDOce)
All real estate and personal property of the N 6Y\..U
decedent was jointly held with his wife, Ada M.
Cline, as tenants by the entireties:
Two transfers were made within two years prior
to his death - both non-taxable:
1. C01IUl1Onwealth National Bank - Savings
Account #18-0010190-7 held jointly with wife Ada
M. Cline. Opened 8/5/70-closed 3/8/78-entire
Ibalance transferred to Ada M. Cline, individually
2. COIl1IIDnweal th National Bank - Savings
Account #18-0010191-5 held jointly with wife Ada
M. Cline. Opened 8/5/70-closed 3/8/78-entire
balance transferred to Ada M. Cline, individually
TOTALS NlML
Ada M. Cline
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 as reported in the fore ing schedule at the values set forth opposite each item in
the last column to the right. '-.~
Dated: R lSERI
Nome of Payee DEBTS AND DEDUCTIONS A mount Amount Approved
Nature of Claim Claimed by Register
1. Cumberland County
Nursing HOllIe RoOlll, Board & Nursing Care 405.00
2. G. Book Roth Funeral
Home Funeral Bill 1,832.00
3. Carlisle Hospital Last Illness 170.00
4. Masland Associates Doctor Bill - Last Illness 210.00
5. Harris Rotz, P.A. X-rays - outstanding bill 12.00
6. Ada M. Cline Family Exemption 2,000.00
TOTALS
$4,629.00
uo
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected 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 J 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 dedu1{on.
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Commonwealthi~
National Bank
~
October 25, 1978
Landis & Black
36 South Hanover
Carlisle, Pa.
Street
17013
Re: Estate of Roy M. Cline
Dear Mr. Johnson:
In reply to your letter dated October 6, 1978 on the above estate,
the following information listed below is as of D.O.D. March 22, 1978:
Checking Account - #182-242588-8
$89.23 Opened - Prior to 12-12-69
Joint with Ada M. Cline
Savings Account - 018-0010190-7
$ .00
Opened -
Accured Interest - $ .00
8/5/70 Joint with Ada M. Cline
Savings Account - 018-0010191-5
$ .00 Accrued Interest - $ .00
Opened - 8/5/70 Joint with Ada M. Cline
Statement Savings Account - 018-0021006-2
$3,916.14 Accrued Interest - $11.80
Opened - 4/1/75 Joint with Ada M. Cline
If you have any questions, please feel free to contact us.
Very truly yours,
A;/~/~~4
Daryl S. Myers 1;J:
Vice President
DSM/cg
The Commonwealth National Bank. 10 South Market Square, Harrisburg, Pa. 17108 (717) 564-9500
*
REV"'~Ue (8-781
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG
1710S
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Ada M. Cline
RD /19. Box 451
r.~~'4~'o, ~A 1701J
(Executor or Administrator)
In Re: Estate af
Rny)ll "liUQ
Cumberland
County - File No. ?1-7R-OH8
Dear
You are hereby notified that the Insol wmt:
appraisement in the estate of Roy M. Cline
has been fi led in the office af the Register of Wi lis of Cnmh"Tl Anrl
County on 28 MAT"h , 19...19...., Said appraisement reflects the following
valuations:
Real Estate None
Personal Property None
Transfers None
Jointly Owned None
T ota I None
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 01 death,
interest at the rate 01 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 01 said notice as provided by Section 1001 01 the Inheritance and
Estate Tax Act 011961, 72 P. S. 2485-1001, P. L. 373.
:0., ~(A{L L
Date 29 ){, 19"J9 Signed ~
Title
"F~~
Administrative Officer
Note: This is not a bill.