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Home My WebLink About11-21-79 REV..484 (8..l8) County, Number and Name i:ile Number (?1) ('nmnp,...1:tnn 21_78_620 SUMMARY Date of Deoth 10-20-78 COMMONWEAL TH OF PENNSVL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT t_:state Name "'Po,.,....7- Hp,....l,,:.,....t- (LAST NAME) (FIRST NAME) r.: (INITIAL) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and far the Caunty af Cumberland p ,l..ylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at tt. lues set forth opposite each item in the last column to the right in Schedules IIAu, "Bu, "C", and liEu. i.J'''':'~('1:. 21 November 1979 ~ f) Ii IJ/I) Jijy);! j INHER1T4:NCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and far County, Pennsylvania, do respect- f~ :y i'eport that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or 1'7:'_';~f;r amount is set forth in the last column to the right in Schedule "fu, which greater or lesser amount represents the sum " ., r~d as a deduction. D. de: REGISTER OF WILLS '.~,"" ADJUSTMENTS . INVENTORY VALUE AS APPRAISED !cODE IHARRISBURG USE ONL VI REMAINDER APPRAISEMENT CODE -vrny (Schedule A) $ "^~, 00+ 92+ I froperty (Schedule 81 " ,,'>, nn 1Gl- e'd Property (Schedule E) ;,. - 2()l- r,. (Schedule C) 30+ ,\L GROSS ASSETS ..." "." nn t~s and Deductions 40- 93- .iEDULE FI VALUE OF ESTATE Rec:i Per:i': !<> Join. :-; Tral' :2 ,.;'j Les~;;,.;"3 CLE,q PRINCIPL.E FACTOR VALUE I~ ann~ 05....................._$ Va: '",n of life estates or ~ 1= t= . EST,. : TAX ASSESSMENTS _ $ CODE COMPUTATION OF TAX FO''S...y:;E OF REGISTER ONL.Y Tax 0(1 $ Tax ",r, :p Tax $ Tax ,i\ $ Tax v' 5 Exemv.-ions Tot>. ::."tate $ $ $ $ $ 2% 6% 15% (*) As evidenced by Charitable Exemption Certificates Issued by the Secretary of Revenue. . TOTAL TAX $ Less tox previously paid BALANCE Le5' ;:/1) of tax jf paid within 3 nl, ". '6 after death $ $ t= $ BAL"NCE OF INHERITANCE TAX DUE Ad~ .'-.,~;l'est at rote of 6% from ____to AMO"J~r OF ESTATE TAX ASSESSED Est< ,'-;. tax paid $> $ $ $ TOT AL T AX BALANCE $ PAID $ l= $ $ BALANCE DUE Ad..: ",-idest at rate of 6% from to Se', "n~ntal Codes: (FOR USE IN HARRISBURG ONL Y) "". ..hdjustment /~' !-I..djustment ..., .~Annuity 6O-Lile Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Successive Life Estate I" USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subseq,uent adiustments ore made to the above computation of tax by the Register of Wills for proper reason same should be noted below, with short explanation. " * 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 I nvestigation Division NOTICE OF FILING OF APPRAISEMENT Shirley M. Wertz 611 Rupley Road Camp Hill. PA 17011 (Executor or Administrator~ In Re: Estateof HerbertG. Wertz Cumberland County - File No. 21-78-620 Dear You are hereby notified that the n...i gin'" appraisement in the estate of HerbertG. Wertz has been filed in the office of the Register of Wills of Cumberland County on ? J lJ nv..mh..... ,19-2..9 Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total Mone $11 lJ.~lJ. nn . N'nnlO Nnnc. $lJ.,lJ.~lJ._OO 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 ?1 November 1979 Signed ~nAJ)IJ) J-fntt) /' . / Appraiser Title NOTE: This is not a bill. REV-457 (B-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE COUNTY FILENO. 21_7R_F;?O 21 Nov, 1979 Cumberland Whereas, Herbert G, Wertz late of Wormleysburg in the County of Cumberland Commonwealth of Pennsylvania, having died on the 20th day of October 19..2.!!., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ~"nilY''' ~Tnn" ,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 APPraISf.'Il1ent VALUES Made for Inheritance Tax Purposes 1l",,1 r:"T"T" $ None Personal Prooertv -".-".."111 nn Trans fers lJ Jointlv Owned ~" Total S4.4..3..!L 00 . I I Have been duly sworn according to law, I do hereby certify, that the ab,ove ~aisement is made in conformity with the law on this ?", + day of lJ n:::-#A 19 ..1.2... 'b//J) ~M / / Appraiser (Number and Street) H::.""'.....{c'h",..,g (Post Office) . Penna.