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Home My WebLink About12-20-78 r~ Form No. REV-464 RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER $10,000. UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY I, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) . OFFICE OF'THE REGISTER OF WILLS County of Cumberland [' " kIf .;.~ - ~ L. CHAUNCEY GUNDERMAN (Name) of 23 Stone S?ring Lane. Camp Hill. Pa., (AddrellS) being duly sworn according to law, deposes and says that he is the F.xp~nror (Exec., Adm., Legatee. Etc.) of the estate of MURIF.T. M. GUND'RRMAN. whose iast residence was 23 Stonp Spring- Lane r (No) (Street) Hrlmpilpn "'nwn!':h~1 . (City, Borough or wnshlp) consisted of: deceased, and that the whole of the estate of said decedent. who died O~r ? 7, , g 78, (Date) REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS Estimated Real Estate Value NONE NONF. , Personal Property gh ~h:=lr,::>!': ("', roo , ~ ,., I t-; nn :=It- A.q ?t;. l-V'.4'. 728.00 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. I Rvprgrppn Savings A~~ounT il6-0Ql~Q-~COmmonwpalth National I . Bank, pripcipa1 amount $12,368.83, accrued interest to 10-27-78: .// $ l) 0 _ 42 : V' 1 Z , 419 /c. . This Account was opened in joint names with Mary Deborah Sweger Jointly Held Property 1 _ Estim'ited Value ? SE'J:'iE'!=: UR" Ronn!=: i)"l joint )"Ii'lrnp~ wi t-h Mi'lry DPhori'lh Swpgpr i'I~ follows: Number Denomination L17914402E M93967638E M93407764E M93407765E M93967639E M9 96 OE $50.00 $1,000.00 $1,000.00 ~l,OOO.OO $1,000.00 000.00 ~XVJOOKXB~PlG&KtXXiK& M93967641E $1,000.00 M93967660E $1,000.00 D100487078E 500.00 M101350913E $1,000.00 TRANSFERS: None Date of Issue Amount 124.76Y'-- 1,080.00 v 1,080.00 ,/ 1 080.00"/ 1,080.00..,- 1 080.00 ,../ April 19, 1948 March, 1972 March, 1972 ~ h 1972 March 1972 March 1972 March 1972 September, Se tember February, 1972 1972 1973 Total: None 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 following:- .~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE NONE NONE -- . BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LWE BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have an in- illegitimate children ANNUlT ANTS BENEFICIAR Y terest, vested, contingent or otherwise, in estate.) are involved, set STATE YES AT DEATH OF IN ESTATE forth this fact,) ORNO DECEDENT M::lr" .......1.. .t. ,... . VC>Q V""+-;rA'R!':i-::li-A Box *171 R n :Il:1 '11"" 'Do,..,,.., !':" 1 n",,..,; '" 1.,').11 ~ r~ I I I ! DEBTS AND DEDUCTIONS CLAIMED ist first five items in the spaces so provided, observe notations thereon, and instructions. NATURE OF SAME AMOUNT Funeral expenses paid s Family exemption (will not be allowed unle.. decedent died residing with a spouse or children.) Administration Expense. · Counsel fees · .../ ~, Fiduciary commission · OTHER DEBTS AND CLAIMS ''"-, ( · ) See Note below Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or! less than the estimated amount claimed and allowed. .~~~~..... Subscribed and sworn to before me this . . . . . . . . . . . . . . . . . . . . . . .... ..... .,,1(7A?........ day of . .O.e.c.e.~er.t... '" ., 19.7.8 . .2 3. Stone.. S.pring. . Lane. ... . .. ......... (Street Nu.mber) ~ \''' <> . . . . . . . . . . .~. .../.,. d;;~;.a:a.-:? . . . . : . . . . . . . . . . . . . . . . . . . . . !~~:: i r~.;'r.L~C . "-'- "~ "1. 1(':'9 Having been duly sworn~~~~~ng to law, I do hereby certify that the above appraisement is made in conformity with law on this ................ .................. day of....... ...... ... ...... " ..... . ..... ... ........,19..... . .Camp. H;i.l.l,. . ?enn.~ylvQ.ni.aJ. . .17.Q;I.l (City or Town and State) Appraiser In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the ~xpir~tion of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inhentance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have I allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction. I Dated: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rqister of Wills r n ~ t"" >~ ... 0 ~ I>> a= 0..... 3 c ~ 51= z ::s > .... !' .. 0 ~ ::s ::0 0 '< .... 3: .... m :;:tl fA < ::s 0 c:: .. f trl ~ .... ~ trl .., ~ I>> "0 ~ .. 0 I>> .... ;:; trJ 0 0 ~ :r (') lJ:l ~ "Zj ::s ~ 0 i tu S: t:tJ -- .... ~ tI) ~ Z > "0 .. ~ 0 == 2 ? Z ID n> p.. G1 > .. trl t::l ::s 11 (1) ~ ... ~ ::s ..... l:l ~ tz.:I :z: > fA {IIJ l"I > '< Sll i-3 "0 "0 <' ::s 0 "0 "0 I>> P- o tr:l "Zj " ~ ::s ~ ~I ;. > > - - En en t< en ~ trl > it a:: i r-- '"0 tZJ .., Z ~ RCC-39 (~e8) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMM AR Y Estate of Gunderman Muriel M. (Last Name) (First Name) (Initial) DATE OF DEATH 10-'27-78 FILE NO.21-78-0644 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland 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 "A", "B", "C", and "E", Dated: January 18, 1979 _&Jt!,uuJt JU,.f,J'1J) INHERITANC; 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, Dated: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint - Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life es tates or annuities. . . . . . . . . . . . . . . . . . . $ ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate TOTAL TAX 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 in tere s tat ra te of 6% from to REGISTER OF WILLS VALUE AS APPRAISED VALUE AS REAPPRAISED $ -U- $ 4 728 00 -0- 10 801 41 t= t= t= 2% 6% 5% 10% 15% * COMPUTATION OF TAX I $ $ $ $ $ $ (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $ $ t= $ $ c $ C L- E $ $ TOTAL TAX BALANCE $ PAID $ 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 noted below, with short explanation, ~ <ll ~ 101 :I: Eo< o ~ z ------ c o :c <ll b III 'c _ 'E .~ "'C ~-< r-- z r.LI ~ r.LI en ..... -< !Xi Po< Po< -< r.LI :r: [- ~ o !Xi r.LI [- [- -< ~ t... o 101 :I: r.LI Eo< [- I'< -< o [- en r.LI "l:l ~ ,Ul : III ~ 'CJ ,~ cO m C' H: ill: U e ::J. L'J: . .2-: ...--r ill .,...{ H ::l ~ 0; .r"( L:: t'l e 3' 0: l- e: m: U: n r:: [iJ: ..... o a.> ..... <ll ...l 1j c m r-i H G.l ..0 E2 ::l u <ll 'c <ll > >. <II c c a.> Po< ..... o .c == <5 u ..... o ..c ..... "; a.> ~ c o e e o u ~ < ~ - < Cl: A. A. < Q ~ ~ o A. '-l Cl: . *' R E V-5 18 (8-78) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT L. Chaunce V Gunderman (Executor or Administrator) In Re: Estate of f1uriel i'1. Gundernan Cumberland County - File No.21-78-0644 Dear~r. Gunderman: You are hereby notified that the oriQinal appraisement in the estate of I'luriel ~.1. Gunderman has been filed in the office of the Register of Wills of Cumberland County on .1;:mll:=1T'Y 1R , 19.1.9....., Said appraisement reflects the following valuations: Real Estate -n- Personal Property ,:p4, 7?R_OO Transfers -0- Jointly Owned _--.J10,801.41 Total ~S15,529.41 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 January 18, 1979 Signed ~.Jt"U'<-9 l-flL'.c.iLLuLJ Title Chief A[1[1T':=1i "1p.T' c.. ---~-_.-...- Note: This is not a bill. RC C-2 (2-64) DEPA,RTMENT OF REVENUE BUReAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Januarv 18. 1979 CO Ul'\'T y CUFFlborlond ?1-7R-OFi44 FILE NO. Whereas, 1'-1uriel M. Gunderman late of Ha:npden Township in the County of Cumberland Commonwealth of Pennsylvania, having died on the 27th day of October 19 78 , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Gloria J. Richard , 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. Unit Aporaisement Description of Anet Values Made for Inheritance Tax Purposes Real Estate None $ -0- ------------- pp.l'RnnRl Pl'OpRrty ~4,728.00 -- 4,728 ~. TrRnsfRrs None -0- Joint Property $10,801.41 10,801 41 --- ---- TotRl ERtRtR $1'),529.41 $15,5~~ 41 ----- -- -- ---- - .,..------ -- -~--_._. ---"----.. I- . I Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this 1Rth day of .lRnlIRl'Y 19--1.L. p/ LA",''''''/ /l'.L-C~.d./1.J / Appraiser 1846 Brookwood St. (lfumbeT and Stro.t) r-I,ilrri Siburg (Peat Oftl~.) , Penna. ~ H Eo< ~ ~ Z ....... - iI ~ :::::> :::: !I =s z " "'-'- t.l ~ " 00 >- II ... "- I < 0 c ~ ~ .r-! c.::: ll. L: ~ (J) - -' I < [' &:.- ~ ~ II c <:i ... ... ~ 3 I Q ~' :: s: ~ [I < -. ~, CJ [' =< '" '" '" ~' ! Cl f- N '0 ",' Eo-< ~ ..., ..., '" Eo< Cl ~ .;; "~ I I ~ '" "69- Z ~ ... '" ~ ).. ~ t.l :2 c 0 ~ ~ ~ ~ ~ I 0 .:i OJ " "- a ~' :IE; ~ ~ ~ z ..., :2: TI ... "<; "<; "<; '" r < t.tl ..:c ..., ~ Eo-< '" ~ ~ ] ~ I Eo< r-l E 0 ~ ~ s::: - ~ ... QJ Q ~ ro l::l ;:s <:::> .r-! ...::: ..., a.. c- ~ :r.: ".. ~ ..c "- ~ "- 0) H <::I '" () ~ '" ( I ... ::J ... ~ ~ ~ ~ ).. z Q ~ 0 0:: Q "~ ... '" - ... '- t;; 0 l! ~ '0 ~ ;:: ~ I Eo< -- ..., N .;: ;:!: "t ~ ).. .0::.. IJ..l Z Cl 1 * '" ~ "<; ",' ~ '" IJ..l t.l '" 0:: c .::: 0) - ~ <::I ii: "<; ... <::I Cl... if] hl "<; t.l ~ r I -,--- - - - _. ~-- '- I 1 ......................... ""'--->... _____ J!:C:lioiO..~ m::cII....~ ~~ .II!l:llIii.. ~ ~,'~.'~ ----~:~ ----- -= 1IIRJ.Ji:"~:-Jiilt~'::rr i~' RCC 4 (2177) COMMONWEALTH OF PENNSYLVANIA jHNO.H 063709 DEPARTMENT OF REVENUE i=1 OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX ill' ;Q I~ RECEIVED ~( ,Iii, 1111 ~ ~11 b From: ili! ~l Address s: IUl i , . ~i !.Jate of Payment ~~ George M. BouCk, Esq., BtJIfDR.EJ) TBmTEIJf DOLI.A.RS ---.........-...-... dollors representing Pennsylvania Inheritonce or Estate Tax due from the following estate: ~---~--~--~~~~---~-~~~~FIVI (Chauncey Gunderman) 2'7, Tax on $ $ 2nd lfat10nal Bank Bldg. L- 6 % Tax on $ $ Mechanic.burg,fa. 11055 150/, Tax on $ $ County Cumberland TOTAL TAX CREDIT Less five percentum of tax if poid within three months after dote of death Plus interest at the rote of _ % from to $ ;40.00 l~ B ,.~ I; I. J No. 21-18-64JJ Date of Death 10-27-191 0/, Tax On $ Estate Tax, Act of May 7, 1927 $ December 20,1978 $ , Nome of Decedent MURIEL M. GUNDERMAN $ 21.00 Remarks: PAID ON ACCOUlfl'. i ,~ i~ uOO~[P[l~@mu~ SEA L TOTAL AMOUNT PA $ ~ ~i ! I~'I It NOTE: This Triplic8te Receipt to be ret8ined for 8udit purpos8s. Received by NOTE: In accepting the transfer Inheritance tax an future estates, prior to the death of the life tenant or tenant far years, as evidenced by this receipt, it is understood that the Commonweolth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever It appears that such additional tax may be legally due and collectible for any reason whatsoever. -'-.-- - -- - ----'-- ~-----~--'~'~,----...---,-..---.-----