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HomeMy WebLinkAbout08-31-79 n " '/-41, ,\ (8-7 el 21-Cumberland 21-78-0643 October 5, 1978 SUMMARY Cc.,unty, N..,mber and Name File Number Date of Death (FIRST NAME) (INITIAL) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate Name Sollenberger (LAST NAME) Paul A. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for thtl County of Cumberl and Penns'flvania, 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 "A", "B", "C", and "E". Dated: Auqust31.1979 , ,,;1 'I ,Y )7 ......... vV .,.((../ c":......'-" [ff/?v- INHERITANCE TAX APPRAISER ~..~. -- I 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. Da'~ed: REGISTER OF WILLS ADJUSTMENTS I~NENTORV VALUE AS APPRAISED ~ODE (HARRISBURG USE ONL VI REMAINDER APPRAiSEMENT CODE Real Property (Schedule AI $ ..."'..... 00+ 92+ Personal Property (Schedule BI ~ ?u~ 8~ 10+ Joint-Held Property (Schedule EI 20+ Transfers (Schedule CI 30+ TOTAL GROSS ASSETS ~ ?4,> 8~ Less Debts and Deductions 40- 93- (SCHEDULE FI CLEAR VALUE OF ESTATE Valuation of life estates or % PRINCIPLE FACTOR VALUE CODE - annuities.... 5................ - $ ~ ~ I - ESTATE TAX ASSESSMENTS -$ , , FOR USE OF REGISTER ONLV CODE COMPUTATION OF TAX Tax on $ 2% $ , - Tax on $ 6% $ Tax on $ $ Tax on $ 15% $ I T ax on $ $ Exemptions * (*) As evidenced by Charitable Total Estate Exemption Certificates issued TOTAL TAX $ by the Secretary of Revenue. Less tax previously paid $ 1= BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $ I Add interest at rate of 6% from to $ I AMOUNT OF ESTATE TAX ASSESSED $ t= Estate tax paid $ I BALANCE DUE $ Add interest at rote of 6% from to $ TOTAL TAX BALANCE $ PAID $ , Supplemental Codes: (FOR USE IN HARRISBURG ONL Y) 48-Adiustment 6O-Life Estate 93C-Charity 96-Success i ve 49+Adju5tment 92+Remainder Appraisal 94-Remainder Residue life Estate 56-Annuity 93-Remainder Deduction FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason same should be note below, with short explanation. " Eo-< ..J Z '0 -<t ... U.J Q;l Vl '" - <:Il ~ c<l -<t Q) L.. Q;l .... ~ Q) g i:G Vl 0.. - L..Q -<t 0.. i:G Q) .L: I':l -<t .0 tII '2 0.. ~ c c Q 0.. Q) 5 I':l 0 ;;- Z III -<t III - -<t ::z:: ::z:: ~ I- "'C ;;.., Eo- ~ Eo- Eo-< 0 C rJJ Eo-< . :c (/) Q) ltl = 0 ~ 1.1. -<t = i:G Z Eo-< 0 Eo-< . L.. Q) 0 ~ Vl c:( Q) 0.. 0.. 0 ~ > .0 '- ~ ~ E 0 ~ i:G ::J Q) ::J i:G ltl :z u ..c:: ,S ~ - a.. - - Eo-< CI:l CI:l Eo-< Q) ... '- ~ - -<t 0 rJJ :2 '- = '2 0 ;;.., 0 - E ="5 Q) = - = E '.... "'0 CI:l 0 0 ~-<t ..J U U r REV-5I8 (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 Harvey L. Sollenberger R.D. 2, Box 285 Carl isle, PA 17013 (Executor or Administrator) Paul A. Sollenberger In Re: Estate of Cumberland County - File No. 21-78-0643 Dear Mr. Sollenberger: You are hereby notified that the or i g i na 1 appraisement in the estate of Paul A. Sollenberger has been filed in the office of the Register of Wills of Cumberl and County on Auqus t 31 ,19~. Said appraisement reflects the following valuations: Real Estate . Personal Property Transfers Jointly Owned Total none 5,245.83 none none 5,245.83 As to such tax that is paid with in 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 f <1 I ~?J'I?d,)LL . ~.2!/7) ..> Title Appra i se r NOTE: This is not a bill. r --" - ---- -~- REV-457 (8-7B) I DEPARTMENT OF REVENUE I BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG, PENNA. 17105 I i , COMrVl0NV'JEAL TH OF PENNSYLVANIA RESIDENT 1I\IHERITAI\ICE TAX APPRAISEMENT DATE August 31, 1979 FILE [",;0. Cumbp.rlrlnd ~,,,f1:1~~:..Q.~4 3., .", COUNTY Whereas, Pau 1 A. So 11 enberge r late of Newv ill e Townsh i p __.~._ in the County of Cumber 1 and Commonwealth of Pcnnsv]'/;lnia, h.wi'1~J died ('n the 5th day of _ October 19 Z!L-, seized and possessed of an P"Liit0 subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Sandra L. Stone _.. ,tm appr."lisf.;!' duly 'ippointE'd ac(:crdim; to having been designated to make a fair and consciollable appraisement cf the said estate, :,;-;d to d~::3('~S ",r.d .i:~ l(le ",,<~ value af 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 i~1 possession or fmjoyment to collateral ~1eir~ of tth~ decedEnt a"ter U'8 eX:JirJticn of any estate for Hfe or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at th0 lawful coll?t(nal rate on any such future interest. DESCRIPTION OF ASSEr --~~-oNr-r-~~-~)l~ !.. V.A.LtJES I. ;\;Lld\~ fer :nt18r\tar.cc I 1 ax Pur00ses , , Real Estate r l' none y Personal Property I 5 245 183 : I :t--~"~"I~-~"-'. Joint-Held II I' Property "",,"" I , , !I "'f , Transfers none ,-4 TOTAL A~~FT~ 5,745 +~ ~ , I I I I r I I I I ! , I ! 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