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HomeMy WebLinkAbout06-19-79 ~ . ~/-78"-<OS-"::2.. ~!/'i/17 ~,",m No. REV-464 RHIS FORM REQUIREO IN ALL ESTATES WITH GROSS ASSESTS UNDER 510,000. 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 hadelyn Lane Wilson (Name) of6615 Wertzville Road, Enola, Pa. 17025 (Addreaa) s 7 Executrix according to law, deposes and says thltt he is the (Exec., Adm.. Legatee, Etc.) of the estate of Lester D. Lane. whoseiastresidencewas 6615 'dertzville Road, ''0 . , / \ (No.) (Street) Enola, Pa 1702r:: j,.' . I. ....-t./, I \ 0 "L..li l g o ",' "/ Cftj i iJfl.t.:/ I c1~eased. and that the whole of the estate of said decedent who died ..""'\. - <- (City, Borough or TownshiP)" . (Date) consisted of: being duly SI..Jorn 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. ALL TILl. T land (mountain C H as fol101rJs:- Estimated Value Real Estate situate in the and State of BEGINNING at an iron pin on the corner of lands nOH or formerly N . . "T R] ~ 6' thence alonrr said State Highway in a northerly direction 47.5 feet to a point; thence in an easterl, direction alone Lot now or formerly of Corbett O. Lane, 10 .00 feet, more or less, to an alley; t ence alonG' said aIle 7 in a southerl" direction 1 .00 feet to a ;point; thence along other l~nds now or formerly of Nellie Green, in a 1flesterl direction 100.00 feet to an iron 'Jin the -;lace of BEGINNING. See Deed Book Volume 53, Page 4 0, conveying tlt e to ab ve described Darcel to Lester D. Lane the decedent herein. ASSESSED for local tax purposes at $240.00 - See copy of 197 1 Estate Tar Bill attached hereto evidencin~ said assessed value. ~. ';na te I'1arke t V alue ~_t:.Jl800. 00 \~ . 1800.7 Personal Property 1'Jr.Y1t" ......- 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. r~~~~--~-' Jointly Held Property Estimated ' Value .. '. None None - . Transfers within TWO YEARS Prior to Death None 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 i'Jnne -- 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 ANNUlT ANTS BENEFICIAR Y terest, vested, contingent or otherwise, in estate.) are involved, set ORNO AT DEATH OF IN ESTATE forth this fact.) DECEDENT :-10.0 e 1 yn Lane Wilson Daughter Yes Entire Estate 661r) Hertzville Road 3:'101a Pennao 17025 r- ~--~---~- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED TE: List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT Funeral expenses paid $ Family exemption (will not be allowed unlesa decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * / / (*) See Note below // / OTHER DEBTS AND CLAIMS' ~ -'-,... / 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. r! t. vi t Subscribed and sworn to before me this . . . . . . . . . . . . . . . . . . . . . . X >'Y\....h ..\f1 0....<> .f~. . ~~. . . . .. . . . . . I I ~~~mJKd~~ (1"1 ........I.( .-.......... .;ay of ..... .i.<. ~~~........, 19.79 )) . xS/'.. ,I . :;/. -i-::' lI..Pf.O-G1 ADYS P. DU,:--l, NOTARY PUBLIC , t. Lt.L.. :..t... t'...-Cl-'<.j;_ ,,-J ~.Q"t:t.- -l,.___ _. . ......."': '.-' '-=.,' ....... -.......... .;.-............. 'r'ECH"NtA0'l-lHtG' llOROUGH ). .I, )J'} " /, ,.. .v,,~ t....i.~<<;'-L..f '. (~.'f,C~ GUr;';LU;L,~,::DCOUNTY . ' M'1 COMMISSION E.XPIRES DEC. 29. 1979 . 60.l5. ~~~r.t.~:v:i.J)-.q. .'Gq~t.q. ... ... .......... (Street Number) . ~~e.C:~~~?~.C:~.l?~~.8?~.. ~~~~.~.o.. ~}.~?~...... (City ur Town and State) 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 ~xpU"~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: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0.............................. .....0....... 0......0 Rqrister of Wills n n t"" : t-i >~ ... !il 0 0 I>> .[lj a: a..... :I ~ c: ~ a= z ::s 'W > .... !> ... 0 '8 ~ ::s ::II 0 '< .... : t1J ... "' ~ ~ < ::s 0 .::t! f t.llJ ~ .... t.llJ ;t ~ ~ :~ :t;1 ~ ... 0 I>> ... ::+ '}1) 0 0 ~ ::r ':=l ~ ::s ~ 0 :0 :L" t.ItJ -- > .... 0 '0... ,>- en ~ Z ~ ~ '(0 :~~ ~ 0 == ... !=> Z ~ ~ :::s > .. t.llJ Ie t:1 ::s 0' ~ 04 ~ ::s (1) 'f3 t;r:j :I: > > ~ l"l l"l '< ~ :0 ~ ~ <' r-' .~ 0 ~ ~ I>> llJ .::s ~ ~ ~ ::s tl :w > > ;' p. ,;:J ~: - - 'f-'. en ~ en :'D t.llJ > l~ a: ~ t.llJ .. Z ~ r~--'----~ -~ I i I I REV-SI8 (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 Madelyn Lane Wilson 6615 Wertzville Road Enola, PA 17025 (Executor or Administrator) In Re: Estate of Lester D. Lane Cumberland County - File No. 21-78-0652 Dear Ms. Wilson: You are hereby notified that the original appraisement in the estate of Lester D. Lane has been filed in the office of the Register of Wills of Cumberland County on August 21 ,19~. Said appraisement reflects the following valuations: $ 1,800.00 none none none 1,800.00 Real Estate Personal Property Transfers Jointly Owned Total 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 twelvemonths 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 21, 1979 Signed \r-ill} (1 u;. (vI.; /Yl ( ) Title Administrative Officer NOTE: This is not a bill. r--~---- I I I I I i !I RI' v.,,~ 18-78) C.unty, ~tumber and Name 21-Cumberland File Number 21-78-0652 SUMMARY Estate Name October 24, 1978 Lane Date of Death (LAST NAME) (FIRST NAME) D. (INITIAL) COMMONWEALTH OF PENNSYL VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Lester REPORT OF INHERIT ANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for thEl County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the val ue s set forth opposite each item in the last column to the right in Schedules II A", "B", "C", and" E". Dated: August 21, 1979 i /' '\--~/J;( 1ft r', t 1/ I (i It' .:.- .> . _ l. _Y_,,' b. (j ~ .- INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS i, the undersigned duly elected Register of Wills in and for Cumberland County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, E~xcept as to those items where 0 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 INVENTORY V ALUE AS APPRAISED l,;ODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODe Real Property (Schedule Al $ 1.800 00 00+ 92+ Personal Property (Schedule B) none 10+ Joint-Held Property (Schedule E) none 20+ Transfers (Schedule C) none 30+ TOTAL GROSS ASSETS 1.800 00 Less Debts and Deductions 40- 93- (SCHEDUl.E FI CLEAR VALUE OF ESTATE Valuation of life estates or % PRINCIPLE CODE I ~* VALUE annuitles....................._ $ ~ , ESTATE TAX ASSESSMENTS _ $ TOTAL TAX CODE 2% $ 6% $ -- 15% $ $ $ * $ $ t= $ $ COMPUTATION OF TAX FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax on $ Exemptions Total Estate (*) As evidenced by Charitable Exemption Certificates issued by the Secretory of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months ofter death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid $ $ t= $ $ BALANCE DUE Add interest at rote of 6% from to $ $ TOT AL T AX BALANCE $ PAID $ Supplemental Codeli: (FOR USE IN HARRISBURG ONL Y) 48-Adi u stment 49+Adj'ulitment 56-Annuity 6O-Life Estate 92+Remainder Appraisal 93-Remainder Deduction 93C-Charity 94-Remainder Residue 96-Success i ve life Estate 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. " r~~-.--- 0'\ E- ...J ...-t Z '" ~ Q;j r:rJ .... ~ rn - (\l :::2: <II ~ Il) Q;j ~ ~ t.l ex: CZl Q;j 0.. Lt'l - Q \C ~ 0.. 0 ex: Po f:l ~ I 0.. Cl... -r-! .c Q <lO 0.. Q) ..c: f:l ,..... 0 ~ fIJ ;> Z I W ~ W ~ - ~ == == ~ H >-. ...-t ~ 00 N. ~ ~ E- O "d E- :I: ~ ~ = 0 ~ .... ~ . = ex: z E- O E- ~ Il) 0 r=: ,...., Cl... CZl l-l Cll l-l 0.. 0.. 0 ~ CI.l "d CI.l '- ~ ~ +J P. ,.c 0 ex: ex: fIJ I'l ~ ..c 0 ~ CI.l III .... ..... H ..., C,) - .... E- .... (\l (\l E- ll) .... '- ~ .... ~ 0 rJl :2 '- = .a 0 >-. 0 .... E ::: "8 Il) = E .... ;::3 ..... "'0 (\l 0 0 ~~ ...J U U r~- I REV-457 (8-78) DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG. PENNA. 17105 COMMONiJEALTH OF PENf,lSYlVANIA RESIDENT I I\lHEHlTAI'JCE TAX APPRAISEMENT DATE August 21, 197.2_ COUNTY ~berland F i L S r:f)..?!.:I~,:Q.~.?.L ",,~.__ Whereas, Lester D. Lane late of Hampden Township ~_,____ in the County of Cumberland ~~ __ Commonwealth of Pcr"1syhr:lDia, 11 rEed "n the 24th day of October 19 'llL... seiz'3d and possessed of an 8st.dc subject to Inheritance Tax under the laws of the Ccrnmcnwealth of Penn:::vlvania; Therefore, I, Sandra L. Stone _ . an appr.1js;~r cluJ", 'lr;;:cintf.,d ii) havin'J been designated to make a fair and ccnsciollable appraisement cf the said estall?, ,,;id to d~3',;'''S ,-'i d ,,>\ t ne (\j 'n 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 estato is transferred in possession or enjoyment to collateral ~,ejl~: of t:h,~ deC2~GGnt aLoel- H',c (~x:Ji(Jtion of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appr2ise and assess transfer jnherit.lnc8 t.1:XE;;S ,:,t n12 IJ"vfu! COn.lt{~r::1l rate on any such future interest. DESCR!PTION OF ASSEf ,.......""'---=,,~"""'=.._..,;;;.-_..-- UI~'4; r I I-"\PPI':):!;PI11€nt Vp..LUFr;.. i;;1c,d,' for inheritance . T ax Pur poses Total Assets r- -:~~J ~L].9L-~-9..<LJ ~ I' ! I I :1 none t-I - H :::: -r-.'-i 1 I 1_1 I 'I I 11,800 loa I ! I I I I I Real Estate Personal Property Transfers Jointly Owned " , << I I I I t - t I , I ! i J I ! ~ I II I 14= I -{_ _~_l j I t- :1] Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with the law on this 21st dayof" ~.. ~:~st ". ~ 19 -Z.9... ''xl '/hi.J' ,.' \,.1;(f I { . .. / Appraiser Harrisburg (Number an.: Street) . Pe:1n,L (Post Office) :::,) '1:l 0\: ... s::: Q.) ,.....: U} ~ 0- C ru \0 (I) ...... c- o ...: Q.) 0 00: .....: ,.....: N: W 0\: Lf'\ ::> .....: ,j.J: 2 fIJ: Q) P- o.: 0 ~: W '- \ ~ :a -.::1': ..... 00: > N: ~ ~: W Il'~'. ...... H fIJ <: c: ",':0 'i:I 0 ~ 1-1: .....' .....' 1=1. . ...... Q): <3 u.. r< t:: Cd Q.) A 0 0 ,.0: (I)' '1:l ~ CD Q.) ..... :::::- 0 M: -~ ru Q.) E-l 0: 0 ~ ~ ~ 1-1: ..... 1-1 ..... ,j.J: t6 ~. I- Q): U} Q) ru 1=1 0 -, k! ....:j u: Q.) 0 2 U} .~ "U' ,.0: ,j.J Q) 0: "~ (I)' 5. ..... ~: fIJ 'U Q W ru ~ Q.) ,U} :::l II Q, 5. tJ> -. 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