HomeMy WebLinkAbout08-29-79
7/t/7j
RCC-33 (4-73)
~~) /- 7{j; .- (- I 5'
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT
COUNTY OF
Cumberland
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'.tenue. <Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE EST A TE OF
AFFIDAVIT OF
Howard E. Stare
(STATE FULL NAME OF DECI"DENTJ
EXECUTOR
Late of
Cumberland
County
State of
Pennsylvani~
Cumberland
}.
County of
rl~1tJlll.
Eva M. Stare
of the estate of the above-named decedent being duly sworn, depose S
Executor'ix
and say S
Decedent died
November
5
, 19--1L{~estate leaving a last will, copy of which is hereto attached. }
(YEAR) I~X
(MONTH)
Name and address of attorney or }
other authorized repres,entative to whom
a II correspondence shou Id be mo i led.
(DAY)
John M. Eakin, Market Square Bldg.,Mechanicsburg,
Pennsylvania, 17055
That as such Exe cutrix deponent is familiar with the affairs of said estate and the property constituting
{EXECU TO R-ADMINIST RA TO RI
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the fullowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S..<FI" DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
-.
Eva M. Stare
Howard ./:!.;. otare husband and
The First Bank and T rUE,t Company Eva M. Stare wife
of Mechanicsburg,Pa.
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception-of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detai I all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
gi ving al so separately the accrUt:d interes t thereon, if any, down to the las t in teres t day prior to decedent's
dea th in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, po stal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are de~ojgnated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon 1he death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of ii., ,I.", ,,f death, bonds and accrued interest thereon to the date of decedent's
death and other investm -,.I by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing. the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
togethpr with a statement setting forth the character of the business, its location, and such other facts
I'ertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein '1[l1St be submitted. It should also set forth in itemized form, together with the fair market value
thereof, a"lY other property owned or bequeathed by the decedent at the time of death.
The Sct>edule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to tlike effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Ther.~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly wi th another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Sct>edule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationsllip of sucll issue to tile beneficiary.
That Sct>edule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly wi th another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instrwnents effecting the "esti ture of
real estate and the date of acquisition of personalty, plus the name, address and relationsllip, if any,
of co-owners to the decedent.
That Sct>edule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees anct fucticiary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount cl aiming and allowed, that the same will be reported to the Register of Wills, and tlla t
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "en, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
'k //
P'.' day of. "P"1'"..~pp~~p"'rmp
{ ,(./i
Ph..,:L( -.L j'
) .' /'t..,:. ,
_ - l.. '-
PP...... 19...........,..
...............cr1m.-..~........~.........................._...
(Executor-Administrator)
... ..J.:Q.9. ...$.9.~:t?h.....Q.~.Q.!.g.E3.......~.:tJ..r.:.~.E3..:t?............._...,..........
(Street Number)
....M~..GhQ.n.t..G..~.P.1J,r.g~.....P..~JP1?.!...,.....:L7Q5.5..... .
(City or Town and State)
.... .........2.J~.. .i.. :o!".
)i...-{.;, 7
'. .,,;: :.A!',I\L:O Ole. 2:', 1~i9
NOTE: Berore signing afridavit make sure all blank spaces in the arfidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare awl unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragrapb above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
"')
.J. A.lu:; >~
. ....Mr.s:c[iiDYS P."OEP.N:NOTA'Ry'''PUBlIC
h~~,Cr..:'.;\':~::~~UnG U()~Olitlf1
Cd:'/:Uj__;\i.;\;~U ~~:J~::'I; 'y'
If: '/ l:~:
RGC.34 14.7"3) .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece.
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be (I) (2) (3)
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a. FOR YEAR OF ESTIMA TED CAUTION
cres; also statement of mortgage encumbranc.s upon each parcel at death DECEDENT'S MARKET VALUE (Do not writ.
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space)
to be listed on Schedule "Fit and must not be deducted from this schedule.
NONE
i
I
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
NONE
Rec -3p
rmsm:_.: I DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
CO~~10NWEALTH OF PENNSYLVANIA
TRANSB~R INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
NO.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1
",',vin""', (,i"'c""'unt Hi 1':l1"') "l"tll
l........~ _':.. c.) '"_ .~, ",. . .J..~U;,_ It ....
Savin~s & Lc~n A~socintion
f rin. .:\)$:300.00
Int. __ 41. .25
',~; n stl
;)h"rG
,( 5-
\j'--J -' 7~l\~
,\ \) .
R, 341 .50 /-"
2
Certificate of DAp<:~:,it }I, . 3157 \-lith T~(~/
Fi.t'st :'3:mk &. Tl'UE;t GOt1D.'.my f L.~uchani(;,';-
bur;,-:, i a., dated July 10, 1977 l 6',;
l rin. .,)l~,;OO.OO
29..50
--..-.....-.
Int.
9 1,529.50
4
Savinr:s .i'Lecount No. 502-945-9 with The
Fi.CEt~ 23ank &. Trur;t Gr.l1lPanV (_f IIcchanict:;-
burF: t l' n . - -
, rin. y427.09
Int. 1. (. 5
Ch.?cking: Account No. 160-022-0 with Tho
Firfit Bf'lnk and Trw,:;t Company of Hech."m1c~:-
burr, Ff\.
~
't-
428.94
J
(,;t
'ti
679.10.J
5
Medic3re Payments:
Date j 197fJ
Uov'. 22
Due. 7
JIcv. ?'7
N0V. 24
DH c, 21
Amount
.~ 8.0"0
20.$0
.2.00
23 . 20
., 29.. 8P
C"J.
1<;)
/'
fJ.80
6
u. r;. 0el.1\;~~3
,
~'~ .
Bonds:
Dencmintlticn
Value
D~_~tc~d
.
t~ pr . 1975 ;,~ 5C:O.OO . 41}6 . ?C
. '
~1 '
J~n. 197? 200.00 ') ") ') l P--
10....&:.1.. ... p'-
Jon. 197L.. 200.00 189.36
I F .:.)1 . 1971~ 200.00 U~.36-'
June 1974 200.00 H~.3 .76--
Nov. 1974 200.00 le3.76/
l~G b. 1975 200.00 178.48/
Apr. 1975 200.00 17fL4e
June 1975 200.00 173.68
July 1975 20C .,00 173.6E!.
At~. 1975 200.00 173.68-
"'1,"" :.971 100.0C 110.96/
" "'t;,..
Jan. 1972 100 . 00 111.24/
Nay 1972 100.. 00 lOS-.2c "
July 1972 100.00 108.28-
July 1972 100.00 108.28 ---
l>io y 1973 100.00 100.20-
nser t this total opposite "Personal Property", Schedule "8" in
he "As Reported" column on the last page of this return.
x X
15, o~;}. ~ ~
RCC -"~5
CO~~ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "B"
PERSONAL PROPERTY
RESIn;:\T DECEDENT
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of , his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the es tate or fiduciary in said capaci ty, partnership interests, interes t in any undis tributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
6
U. S. Series
Dated:
July 1973
Dec. 1973
July 1974
Mar. 1975
Apr. 1975
June 1975
July 1975
Nov. 1975
Nov. 1975
Apr. 1974
Apr. 1974
ITEM
List and describe fUlly
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
i~'
U.
Bonds Cont'd:
Denomination
$ 100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
75.00
25.00
Value
$ 97.40--:
94.68/
91.88
89 . 24: '
89. 24/
86. 84/
86 . 84/
86 . 84"'
86.84
71.01
23.67
$ 3,844.64
7
1966 Chrysler Sedan,
Sale Price Reported
,.'
450.0cr
,/
8
Harrisburg Hospital, Refund
5.20
Inser t this total opposi te "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
!~ ~
X X ~-?-62'-;43)'
RCC- %
Cl)\~Mn\'I'v~~:\LTI! ()Ii l'l:::\:>::-;n.i'i\Nl/\
FtA\SFFit T\IWltITi\\CF TAX
S C H ED rrLI'~ "c"
TJi\\T'~FJ':n,'-;
~'t.
~
(g:~:'J ~
/j.,',0..&IJf.i;, .~
~H~j~
1J..".;.T~d;; ......';;~
itESIIW\T !WO:!W\T
(1) Did ~p:edent, within two years ot'death, lI\:tkf' fil'Y transf'pr of any mdterial part of his estat.p, \\jtbout
receIving a valuable and adeqllHte cunsidernti'JIl theI'eror? (i\.nswer yes 01' no).-NQ......_
(2) Did ''!ece(lfmt, within two years of d{~ath, trnnsfer' properLY from ldmselt' to himself and another OJ'
e,thers (inclwting a spouse) in joint ownership? (Answer yes or 110) No
(:'j) It' the answer to (1) or (2) above is in the affirmative state:
(il) Age of decedent at time of transfer ____
(b) State of' decedent's lwalth at time (,f' miLking the transfer. (Note 1).
(c) Cause of decedent's de'Lth. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take eff'ect in possession or enjovmept at or !tfter his dpath?
(Answer yes or no) No .
(il) Was there any jlossibility that the property transf'erred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death?
(5) Did dececlent in his lifetime make any transfer wit.hout receiving a valuable and adequate consideration
theref'or under which transf'eror expressly or impliedly reserves f'or his lit'c or any period which does
not in fact end he1'ore his death:
(il) The possession or errjoyment of' or the right to income f'rom thf.' property transf'erred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess er enjoy the property transferred 01'
income therefrom? (Answer yes or no) No
(fi) If' t.he answer to (5) (b) above is in the af'f'irmati ve, state whether the right was reserved In decedent
alone or others
(7) Old decedent in his lifetime make a transfer, t.he consideration for which was transf'eree's promise to
pay income to or for the IJe,wf'i t of' care of tl'ilEsf'eror? (Answer yes or no) No
(8) Did decedent, at any t.ime, transf'er property, the' Iwnef'icial enjoyment of' which was subject to change,
because of' Ii reserved power to alt.er, amend, or revoke, 01' which cOl1ld revert to decedent under terms
of' transfer or by operation of law? (Answer yes or no) No
(9) If' the answer t.o ((1) abovf) L, in the aff'irmat.ive, W,iS t.he power to alt.er, amend, or revoke the inter-
est of the bepef'iciarv reserved in the decedent alone or the decedent and others?
(Answer yes or no) v No
t\OTE1: The answers to these questions should be supported by affi,]avit hy the attewllng physician as
well as a copy of the death certi f'icate.
t\OTE 2: If answer to any of the above questions is yes, set f'orth below a description of the property
transferred, it's f'air market value at date of' death, dates of' transfers and to v'hom transf'erred, with
relationshil' of tr,msf'erees to dececlent, if any. Snbmlt. copy of any trust 'leed or instrument, if' trans-
f'ers are claimed to be non-taxable, also submit detailed st.atement of' f'acts on which sa1.d claim 1.s based,
NOTE 3: List !tpplicable property below in manner in which provider] in Schedules A, B, or E.
ITE~1
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALl1ATTON
(Dppt. Only)
None
Insert this tnt~l opposite "Transf'ers", Schedule "C" in the
"As Reported" COlllmll on the last p'ige of this return.
NO \\\ E
~C-37 . (12-63)
l'O:\I~IO~\\"E:\LTIl OF PE?\~~YYL\l';IA
TRANSFER I~IlERITA!\CE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BE:\'EFI Cl AHlES
BENEFICIARIES AND ADDRESSES RELATIONSHIP I
(If step-children or I St!RVIVED DATE INTEREST OF
;tate full names and addresses of all who illegitimate children I D~CEDEN,T OF BENEFICIARY
lve an interest, vested, contingent or other- are involved, set S1ATE YES BI RTH IN ESTATE
wise, in estate) forth this fact.) . OR NO
- I
Eva M. Stare Wife I Yes Residuary legatee
106 South George Street Entire Estate
Mechanicslmr~ , Fp-nn~.
Celesta Simmons DauJ2:hter Yes Benuest Adeemed
R. D. 1
Mechanicsburg, Penna.
-
I
leponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
.... "
2CJ:1.....-t
~<'>t
"!n:: d
'2 <l.l a
.- v ;:)
~ 0.0
< E t.l
':'2=0
.3.....~
';:S en J.,...
<J :::l 0
~a~
f::!, 0::
Real Property . ........
Personal Property
Transfers
Gross Taxable Estate .
SUMMARY
. .(Sch. "A")
....... .. . . ...(Sch. "B")
...(Sch. "C")
( 1 )
(As Reported)
$. NQne
$ .15,362-43'
$. ....N.o.ne
$
$ '/s,. 3';1 ;Y3'.'
$"~73l)~
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(As Dd~;m;nl'd)
$
$
$
$
$
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RE V-454 (8-78)
RESIDENT DECEDENT
SCHEDULE "E"
JOiNTLY OWNED PROPERTY
COMMONWEAL TH OF PENNSYLVAN~A
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with
another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as
entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of
record of instmment effecting vestiture, but do not include entireties or out of state real estate value in estate
valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name,
address and relationship (if any) of co-owners to the decedent.
Description of Property, Date of Acquisition, Name Unit percentage Es tate DEPARTMENT VALUATIO
Address and Relationship of Co-Owners, and Place Value Share Valuation CAUTION-Do not Write
of Record of Instmment, where Real Estate. Tn This Space.
Value of Value of
Entire Decedent's
Property Interes t
.
I I
I
I
I I
I
I I
!
I
I
I I
I
I
I I
I I
\ I
I !
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
I
I
I
I
I
I
INON~
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
Investigation Division
NOTICE OF FILING OF APPRAISEMENT
Eva M. Stare
106 South George Street
Mechanicsburg~ PA 17055
(Executor or Administrator)
In Re: Estate of
Howard E. Stare
Cumberland
County - File No. 21,..78-0679
Dear Mrs. Stare:
You are hereby notified that the original
appraisement in the estate of Howard E. Stare
has been filed in the office of the Register of Wills of Cumberland
County on August 29 , 19~. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
None
15.362.6S
None
Nonp
$1l),362.nR
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 29~ 1979
Signed \.Al/lclJt Ct.) \~t-(JYl (' )
/
Title Appraiser
NOTE: This is not a bill.
RCC-J9 (8-77)
County, Number and Nome 21
21-78-0679
11/05/78
- Cumberland
SUMMARY
File Number
Date of Death
Estate Name
STARE,
(LAST NAME)
Howard
(FIRST NAME)
E.
(INITIAL)
COMMONWEALTH OF P ENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERIT ANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
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 nn the last column to the righ~ in Schedules "A", "B", "C", and "E".
Cumberland
Dated:
August 29, 1979
0& Jl d 1 J- C'x/r:o
/
INHERITANCE TAX APPRAISER
L (
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected R.egister 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 lesse,. amount represents the sum
allowed (IS a deduction.
Dated:
REGISTER OF WILLS
bODE ADJUSTMENTS
INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (ScheduJe A) $ Nn'n~ 00+ 92+
Personal Property (Schedule Bl 15.362 68 10+
Joint-Held Property (Schedule E) None 20+
Transfers (Schedule C) None 30+
TOTAL GROSS ASSETS 15,362 6B
Less Debts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
~
!'RINCIPLE
FACTOR
VALUE
CODE
nnuities......""""..".. 'I.... "_ $
1=
t=
STATE TAX ASSESSMENTS _ $
OR USE OF REGISTER ONLY
~
COMPUTATION OF TAX
~x on $
]x on $
.x on $
.x on $
'x on $
:emptions
.tal Estate
$
$
$
$
$
2%
6%
15%
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary' of Revenue.
*
TOTAL TAX
$
t=
Less tax previously paid
BALANCE
ss 5% of tax if paid within
"onths after death
$
$
$
.LANCE OF INHERITANCE TAX DUE
d interest at rate of 6% from
to
.OUNT OF ESTATE TAX ASSESSED
jate tax paid
$
$
$
$
t:=
BALANCE DUE
:I interest at rate of 6% from
to
$
$
TOTAL TAX BALANCE $
PAID $
,plementdl Codes: (FOR USE IN HARRISBURG ONL Y)
18-Adjustment
;9+Adjustment
;6-Annuity
6O-Life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Success i vEt
Li fe Estate
ADJUSTMENTS
. OR USE OF REGISTER ONLY
"'OTE: Where subsequent adjustments ore made to the above computation of tax by the Register of Wills for proper reason
same should be noted below, with short explanation. "
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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.
August 29, 1979
Cumberland
21-78-0679'--- ,-~~
Whereas, Howard E. Stare late of Borough of Mechanicsburg
in the County of Cumberland Commonwealth of Pennsylvania, having :F
the 5th _ day of November 19 ~, seized and possessed c:r "La e
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra L. Stone , an appraiser duly appointed accordin:; t:1 )"'.1,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix 2~aSD
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future \nterest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after LiE' L'Xl' :'.~,lion
of any estate for life or for years, the Commonwealth hereby expressly reserves rhe right to appraise and assess transfer inheritance taxes at tnl} i(]',.-Vf(;! Ccnidt, rat
rate on any such future interest.
....,.-~._-~..."'.._.,....,
DESCRIPTION OF ASSET UNIT r ,J' ~ ~ ~J ~ .-Ii s ( i
VALUES I 1 nt-I
]'.< fli;rp
Real Property $ ='""1
None
I
Personal Property 15 , 362 i
,
Joint-Held Property None
Transfers None
I
TOTAL ASSETS 15, 362
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Have been duly sworn according to law, I do hereby cer
with the law on this 29th day of ..
~praisement is made in conknlj~tj'
19 29___
(Number and Street)
Harrisburg
(Post Office)
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