HomeMy WebLinkAbout01-23-79
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 1. 1962. (FILE IN
DUPLICATE WITH COPY OF WILL ATTACHED)
.
OFFICE OF'THE REGISTER OF WILLS
~/-1f- ~~e.r7
County of
Cumberland t ['\ r r, "',
iwrth ".;.'
?h]1/Rooegarden Blvd.,
of L '.) .. ..- o. . " . .
, ~j,"-
;:' ;'~1
Beth Ann I'Jumper
Lechanicsours,
1') '"
C'~
(Name)
(Address)
being duly
SHorn
S
according to law. deposes and says tha/he is the
l;Jilliam L. ';Jal tel'
Executrix
(Exec.. Adm.. Legatee. Etc.)
of the estate of
whose iast residence was
R. D. 2
(No)
( Street)
" L ., I'
i'~ecLlanlcsours, 'enna.
(City. Borough or Township)
consisted of:
deceased, and that the whole of the estate of said decedent. who died
Nov. 11, 1970
(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
Fane None
.
Personal Property
Coins Located in decedentt s Safe Denosit Box at the I.Iechaniesburg ..,/
Office of the Commom.Jeal th National Bank and appralsed by Jlm ./'
Bistline. 61 Sunset Drive. Carlisle. Pa. 0 an itemized list of 176.50
said appraisal is submitted hereHith.
,/.'
.-
Proceeds of 'Che eking Account No. 081-000592-6 Hith GC[;;-B Bank, 3,771.66
.N. .A 0 , balance as of 1,ovembE:or 11, 197C).
Three ( 3 ) Series ,.., ~50.00 c1enorrlina tion .., Savings Bonds, re-
... . i
-', ~ .
glS (jered, in the name of 'pJill ian: L. Tdal ter POD Betel Knn jj'llmper;
rI'hirtv-one ( ~l) ~:;2r: . 00 denomination. Series E. U. s. Savinss
Bonds re (ds tered in the name of Hil1iam L81..Jis 'vvalter POD 13eth Ann
u ( ~) :325' .00 ;:)
lIulrmer: and 'l'hre e denor~lna tion. Series '::;, 1] . Saving3 ~-
D. 0
Bonds registered in the name of Hilliam LeHis Halter POD Beth 0 ,/
,Ann l:!alter. An i ternized lis t of said Bonds and their dates of 8)11 1 n
isssue aro submitted hereHith. Total V 8.1 ue as of Date of Death:
1970 VolksHar'el1 IIBeetle" automobile 600:60
SJ '3QL:2
L..
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.
r-~~-~
Jointly Held Property
Estim~t(~
Value
IJ one
?~ () rIe
,
117
1,on8
I
I
-1
I
I
I
I
I
-----i
I
l~onel
Transfers within TWO YEARS Prior to Death
-------+-----
I'
I
~------
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
rp";., P Com-:lOm'Ie al th t:-ational Bank 1;Jill i am L. ::/al tel' and
--..1..1.'-'
j,.T ~.i n nnd ;'.'lprket ~3ts . Bet (1 l<umper ::)ister
Eechani.csbuI'r, Penna.
--
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LWE
BENEFICIARIES AND ADDRESSES (If step-children or TENANTS OR INTEREST OF
(State full names of all and their addresses who have an in- illegitimate children DECEDENT ANNUITANTS BENEFICIAR Y
STATE YES
terest, vested, contingent or otherwise, in estate.) are involved, set ORNO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
Kp.t.h Ann Ilunmer Sister Yes :;;8LL;.OO date of
?hl? Hr.Y't:h Pn",pC"OY',lAY1 Blvd~ death value 'T .S.
u.
,~
J:.~echanic sburp'. Penna. 170~~5 Savin~s Bonds~ Se
E.
Dennis l-li chae 1 VIiI'e nephew yes Decedent1s coins
,
'7 D. 2 valued at -';176.51
J.... .
"':e chani csbur'-r. Pa. 170C;S and one-fourth of
resid1..J-ar7)T estate.
T=icnee <T 'fIire Niece Yes one-fourth 01'
.: ,. .
D D. 2 residuary estate
i.... a
T'Ie cn ariicsburS, Fe nna 0 17055
? ~ crlard Blain DonmoveI' L ephe....J Yes one -i'ourth of
':l, ~7 C)th. St. residuary estate.
l~ 81fT C'.nnberla;::d, Penna. 17070
,:ichae 1. Le~'Jis Donmoyer NepheV! Yes one-fourth of
337 9th St. residuary estate
FeH Cl).T'lber 10 nd, F 8 nn a 0 17070
riE
o
.
DEBTS AND DEDUCTIONS CLAIMED
DEBT OR CLAIM
NATURE OF SAME
AMOUNT
List first five items in the spaces 80 provided, observe notatiol18 thereon, and instructions.
Funeral expenses paid
s
~
Family exemption (will not be allowed unleu
decedent died residing with a spouse or children.)
Administration Expenses ·
Counsel fees ·
Fiduciary
commission ·
"-
OTHER DEBTS AND CLAIMS "-
( · ) See Note below
,
/
/
//
/
./
/
/'
/'
/
/
////
/
/
///
'",-
~
"",
~
,
"
",
Total
12th J anual'Y 79
............. '~"."""" day of ............. '.~."" .... ......19. ...
~ a~ ,.....lu""'LI'
,'-~' :':'. r',:~,; r~ /( I \J~ .....
" - -'" . .... -. ~ '. ..', . -. ,~., .;....;
..... .. ..,...~.. . ,.,...................:... ...;'.,b.'-I,.,lJ..Jb.,
'-...)- ~:- ',' ...1-_:,','" C~>.H'nY
. ._,',;~:. :; 1Jt!., Zg. 1979
i. " ".-
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. 0 _ i I
.\ 0'----.. roo -J.. ~'-- f\. \" \ U-i 'Y\~
~'( E:recutor-Administrato~J . . . . . .
6 - - t h -) "T) 1 -
~ . .1 ~ . !! ?:r:'. . . . .>. C? .~ ~.~ ~.r.' ~~ ~:r: . :-: . . ~~ ~ . . . . . . . .
(Street Number)
l-fe.~~~~~~.~.~~.\l~.G.'.. .~e.r:~~.o...~ 7.?5.$........
(City or Town and State)
Subscribed and sworn to before me this . . . . . . . . . . . . . . . . . . . . . .
,: ;
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
~xpl1"~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 mE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have J
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: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Regiater of Wills
r- u_u____~______
n n t"" . ~. .~..j >~ ...
0 0 l>> 0
"c.,'"' a:: Co.... 3
~ c ~ :H
=' .li > a= z
.. 0 .... ?
0 '< .... . !:-I ~ =' :a
~ ....
=' 0 . 1-1 fA '"
<
tIJ $E .... :;l:> tIJ .. ;.
~ ~ .':; .-,"J ~ 01 ~
l>> .:_0} ....>
0 '0 ..
::+ ....
~ :~ :t-f 0 0
::r ='
~ 0 0 . r:: t:tJ "Zj
E: '0 -
> .... :0 . ...:~'''' tn ~ Z
~ p . <.., 1-3
Z O~ . ~t.:: 0 ::z: i ?
~ > ..
t::1 ::s (D '8 .t-f tzj
=' ~ :0 >:1 1-3 ... ...
> fA r-' ... . t:J tzj = > =
'< . ~"'" l'I l'I
~ <' [; .~ . ~() 0 "tl
~ l>> :CiJ "z.l ~
~ =' 0... . ;:t ~
> ;. . 1-" >
- :'d ~: -
tn tn to<
> ~. tIJ
r-- i~ a: i
tSj ...
Z
~
,.
REV-518 (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 flilLlNG OF APPRAISEMENT
Bet Ann 1-fumper
2613 N. Rosegarden Blvd.
Mechanicsburg, PA 17055
(Executor or Adm ini strator)
In Re: Estate of
. William L. Wal ter
Cumberland
County - Fi Ie No.__ 21- 78-064 7
Dear Mrs. Mumper:
You are hereby notified that the original
appraisement in the estate of William L. IvaI ter
has been filed in the. office of the Reqister of Wills of Cumberland
County on Apnl 9 , 19~, Said appraisement reflects the following
valuations:
Real Estate___
Personal Property
Transfers
Jointly Owned
Total
None
5,391.52
None
None
$5,391. 52
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.-313.
Date _ April 9, 1979
Si gned
Title Administrative Officer
.-------.---.
..........,
""~-,
Note: This is not a bill.
R~V-45'7 (&,-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVP,NIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DA"T E __'"'-
April 9, 1979
COUNTY
FILE NO.
Whereas, i<li 11 iam L. Wa lter late of Borough of Hechanics bu rg
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 11 th day of November 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 ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
Real Property $
None
fersonal Iroperty 5,391 152
Joint-Held Property None
Transfers None
TOTAL ASSETS 5,391 52
Have been duly sworn accor~n~ to law, I do hereby certify that the above appraisement i~ made in conformity
with the law on this t day of Apnl . 19 Z2-.
Appraiser
(Number and Street)
Harrisburg
(Post Office)
, Penna.
~
.....
<\)
...,
<\)
Q..
\lJ
:::s
Q..
g.
~
~
Q..
~
'0
CD
\lJ
........
::j>
o
S
:J::>
'0
~
\lJ
ti.
S
<\)
:::s
"'"
~ ~
0 9
(j) S.
\lJ <\)
0- Q..
0 \lJ
s::: :::s
.....
:D 0..
'0 :D
~ ~
~.
en
S Cii
<\) p..
:::s
~.....
:
~
o
s:::
:::s
.....
:=J
.......
<\)
0..
S.
:::0
<\)
'8.
en
.....
<\)
...,
en~
o
8:;
()
~<\)
::JJ
m
~ ~ en
~ 0
.....
~ '0 <\) m
..., 0 z ~AJ
III -I
ti. ...., :C"l
S t:J :tJj :E: Z ~m '""
<\) :0 t-f :I: I
:N ~ \lJ :11 t"" m :0-
..... t"" :(1)
:0 ::J-' :0 ::JJ ~
..... :1:: t-f :11
:0 t1 ~ ~ -I :..... ~
:::r' ~ )> j:l)
8 .~. ::3
t-< z !
:.>;- :0 \lJ t""' @" (') 0.
<\) .~ :H'l ..... . ..... m
..... :0' <\) <\) !'!"\
::J:: g, ::<.:; -I "
0:::::: :<: :(1) ~F: g, )> :'R
2.. :(1) :0 X '\0
& ..: ~g. :::r' :'""'1 )>
:~ tTJ
:('ll :::3 ::>:J "'C
:11 "'C
:.... ::JJ
:..... :..... :0 ~
:0 :- :00
:CXl :.. :0- en ()
:1:: t1 m
:- :11 <\) s:: 0
s:::
:\0 !JO () m :::s
:- :....., <\) Z .....
:U1 \lJ
O'l :CXl en -I '<:::
~
:::0
<\)
()
~.
<:
<\)
p..
o
m
"'C
)>
:0
-I
s:
m
2
-I
o
"
:0
m
<
m
2
C
m
o
....,
~
0..
s:::
~<\)
-EA-
:~
. .......
:\0
: .......
......
\()
:'-1
:\0