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Home My WebLink About03-19-79 INVENTORY OF REAL AND PERSONAL ESTATE in tqP jJ(attpr Df tqr E.tatr Df..... ..~~.~.~.. ~.:.. g. ~;t;.~.~.?~.. ........... ~...... ....:.......... ... . Cumberland late of ..~.9~~E..A~~~~...r.9.WD.~.t~JL.............in the County of ~State of Penna., deceased. JnUlntDrv of the real and personal estate which were of the above-named Ro ~J..~......9.~~J.1?9.n....... ...... ....... ...... ................... ......... deceased. Taken and aE.praised ............. 10-23-78 the .................. day of ............................19. (Date of death ...........................) Cash found in home Cumberland County National Bank, Checking Account #133-581-9 Final paychecks from Conics, Inc. Target pistol Income tax refunds 8.8. death benefit 87 00 925 00 399 ~4 70 00 253 10 255 PO Total 1,989 74 , RECAPITULATION Appraised value of Personal Property............. ........... ............... .............................. $.. .1.".9.8.~L.l.4 none Appraised value of real estate ............................................................................... $................... Total appraised value .......................................................................................... $...1 "..~ .~. 9....7..4 AFFIDAVIT OF PERSONAL REPRESENTATIVE C.lJIIlb~;rland County of <<UR~ ss: .................................. ...C~5:'\... \\~lC) ~ ~.. .C-.!:A.'C'.\ ~~.l'~................ .,.................................... Execut Rolf C Carlson Administra to r of the Estate oL ......... .......... .........:......... .......... ......... ............... ............ .......... ............. deceased, being- duly............................R~.Q;J;.n.......................... according to law, depose and say that the items appearing in the Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent; that the valuation placed opposite each item of said Inv.entory represents its fair value as of the date of the decedent's death; and that decedent owned no real estate outside the Commonwealth of P nsylvania except that which a pears ;n a memMandnm at the end of the Invento,y. ~ .....?::..~~~.>..y.:....\~~ and SUbsdcribedf! .~.... ................. .. ........~ b~{{,re me thIs.................................. ay 0 Executor - Admin trator ~.~~~~.~.................., A. D. 19.J~.. ~9;ll ~en~y c~r~~o t '-'-1' ',\,\ " " - \". ~ ~ .. .~ .:.~,.........t'9.n...........r..~g................................. ......"\.:\~" . . '-<M...:1.~':;..;~~...... Harr1.sburg, PAd.dreis7ll0 . ADAMS, Notary PubIrc Harrisbur , Dauphin Co., Pa. tAy Commission Expires June 25, 1979 INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. &. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. = " :E " l... :1>> ~ Q, 0\ J& :& '.. if ;::l .... III 0\ <II Q 'DO ~! .... G> 0.: ~ Cl & \") '0 1il III -= d ~ ..... .( .~; ~ lB 0 Q) 0: ...:I Q) .~ ;>i G> W: s::: -d t: < u 'd ii r--l: (I) u I iE J l-!: ~ III ~ 0 ..... co: ~ <II ~ 0 u k1 U: c:tl u III ~ .. u LI.I ..... G> "0 f' .... .: ~: ~ u .... .... III U[ (I): <'Ii III ~ ::E ~: P-t - Q '&1 4-1: 0: Z u '~ "- -5 r--l: Hj 'OS < ~ ~\ % 0: J::= ~ u ':iJ ~l qj;::l .r:: = .-8 .....: ~3 Q) .... ': - .r:: . . l-! ~~ ",,: ' .... I .5 ; ; ..... >- 0 0 ~ .... .!ld : : "0 = ~ Z v ~ = 0 ..... .... ..... t:: 0 0 <II 0 ~ 0 U P=l 0... Form No. RCC-82 (6-70) RHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSESTS UNDER '10,000. UNDER SECTION 701 OF ACT OF JUNE 16. 19tH, EFFE~TIVE JA~UARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)"f- II l11? . OFFICE OF'THE REGISTER OF WILLS County of Carl Henry Carlson (Name) Cumberland of 2931 N. Front St., Hbg., Pa.17ll0 (Address) of the estate of whose last residence was Administrator C.T.A. 2109 Ced~e~,AR~rie~~i~~, Apt. 308 being duly sworn according to law. deposes and says that he is the Rolf C. Carlson (No) (Street) Lower Allen Township (City, Borough or TownshIp) consisted of: deceased. and that the whole of the estate of said decedent, who died 10 /23/78 (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 Real Estate Estimated Value NONE Personal Property R7 ocr" (" a c,h ,. ., ; n 'hr\TnO Lu.~ S~ Cumberland County National Bank Checking Acct. 11133- 581- 9 '5~2. 2,.-"\ 925.30 Final paychecks from Conics, Inc. 399.34// Tar2:et Pistol 70.00/ ./' Income Tax Refunds 253.10 ~ ~ 1 1 1 ... . \ ,....... ~ . . I; L.JJ.uu i --"- 'T'r\ra1 0, 9 ~9. 74 li34.11f ,- /1- ? J? - ~G -,L~5"" /0. :; 00- {a --- 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 eigned 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. .____.,_____ _.__.m ~ ..__ Jointly Held Property Estimated Value . NONE - _u,__._ -- --- :"",- = Transfers within TWO YEARS Prior to Death 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 01<' BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED R.ELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ----- NONE - BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE 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 STATE YES ANNUITANTS BENEFICIARY terest, vested, contingent or otherwise, in estate.) are involved, set ORNO AT DEATH OF IN ESTATE forth this fact.) DECEDENT n ~ ~ ~ ~I"\" Vco. 1 l':t ,,~ ,.,....+-....+-" L'-\..U." JJ. VQ..L.Li:>VU Erica K. Carlson Daughter Yes 1/3 of estate Christopher Carlson Son Yes 1/3 of estate I RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ttEGISTER ONLY Funeral expenses paid $ 387 00 $-r- Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses · Counsel fees · 200 00 Fiduciary commission · 100 00 OTHER DEBTS AND CLAIMS (.) See Note below School tax 225 50 Credit card 198 74 Electric bill 40 49 TV cable 14 30 Phone bill 46 34 Administrator's Bond 32 00 Moving expenses 20 00 Letters CTA 35 00 Z\.dvertising expenses 43 00 : Total 1, 3q 1 37 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of a y fee, commiSSion~r deb . greater or ! less than the estimated amount claimed and allowed. , ~ Subscribed and sworn to before me this . . . . . . .\.~. ~ . . . . . . . . X. . . . . . . . . . . . . . . . . . . . . ........................ day of \\~~~....... ..19~~~. '" ~9.~i. ~~~~~:~~~~S~~~::~}............. . . . . . . ~:\\.S~~,,~ '~MA ~~.~~. . . . . . . . . (Street Number) . . '\ Har~isL:u~gM, D:~pAhMI'nSc' oN.O, tpaar.y Public . . . >>?.1;"~~.~ l,J.\;l~g.,. . .~~.". . J.7lJ. O. . . . . . . . . . . . . . (City or Town and State) Mv Cnmmi~c:.inn J:vpiroro IlOne 2;, lr]} Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . day of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19. . . . . Appraiser .In ~e event that any futur.e interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the ~xplr~tlOn of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer mhentance 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 respectfull~ 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: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Register of Wills r--- I i fo4 0..: z ~1 'M' .. r&l ..c:: ~ :s CI.I. ..J r&l .~ ~: -< rJJ :! o. rJJ - - < H' '" -< ... CI: ra. r::: r:::: c CI: ~ .0: '" ~ ~ 0 0 0). > ~ III -< III C/t ...-l" ~ >. -< ~ :c r&l ...-i ...-l: ltl ~ .. ~ 14 <: r-\. c Q z .. -< ctt $-I' c 0 .. = 0 t U: H: <11. ~ Z Z fo4 0). ,.0 ""' -< -. ~ , ~. 5. ra. 0 ~ ~ S 0 c.J. 0: .c ~ :! H' u ... ... -; ~ ~ f CI: 4-1 (:J;l r-{ ~ u tl 0 .... ~ r&l W ... ~ ~ 0 c CI: .. s:: .... >. 0 % .... < 0 ... ~ -E c ~ =." :. .2S ~ 0 ~< j 0 0 ... C) C) R E v-sla (S-781 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF F!ELD OPERATIONS P.O. BOX 7.970 HARRISBURG 17105 IN YOUR REPLY Pl.EASE REFER TO Inheritance Tax Divis ion NOTICE OF FILiNG OF APPRAISEMENT Carl Henry Carlson 2931 North Front Street H,qrr;1=:hllre, PA 17110 (Executor or Adm ini strator) In Re: Estate of Rolf C. Carlson Cumberland County - File No. 21-78-0645 Dear Mr. Carlson: You are hereby notified that the original appraisement in the estate of Rolf C. Carlson has been filed in the office of the Register of Wills of Curnherland County on June 13 , 19lL, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total None 1,734.74 None None $1,734.74 As to such tax that is paid within three months fram 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. Date Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373. \ \-, \ -;=;=- '-- Q ~ '- ,----- ~) '---..----' -'-:> Administrative Officer June 13, 1979 Signed Title Note: This is not a bi II. RC C-2 (2-64) . OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE June 13. 1979 Cumberland COUNTY FILE NO. 21-78-0645 Whereas, Rolf C. Carlson late of Lower Allen Township Cumberland in the County of Commonwealth of Pennsylvania, having died on the 23rd day of October 19~, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Leo Fulginiti ~ 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 A..et TOTAL ASSETS Unit Appraisement Value. Made for Inheritance Tax Purposes $ None 1,734 74 None None 1,734 74 Real Property Personal Propert Joint-Held Property Transfers 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 13th day of .Tlln~ 19-12-. L--e.-~ c:=-- '--7~'~ Appraiser (N\lmber and Stroot) Harrisburg {Poet 0llI...1 , Penna. ~ ~ iN! ~I Eo< \0 Z "" .... ~ ;s c U '" C- '-> -. ~ '" ~ 00 Q ... p.. ~ < trl C'"l Z ~ ,c: ...-f ll. C/) 0 \0 ~ :"'- c.. z ~ ...-f Q) :::- < 0 9 ~ , tf.l ~ ~ E-i I-J er:::: } < -- <:) Eo< <:> -- c:: < I '- u <:> Q) Q - -' "1:l ~ .::: ...-f '0 l::: l:: 0 '" ..,' -ti t>. c:: c:l . i; :;j ::::.. 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