HomeMy WebLinkAbout11-13-79
RCC-84
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
TO:
DATE
ESTATE OF
FILE NO.
For County Information ~urposes only
COUNTY FILE NO: ; \ .. I
COUNTY OF
,/
DATE OF DEATH
I.
i
-------------------------------- -- - ----- - --- ----- --------- - - - -- --- - - --
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property /Transfers
$
Clear Value of Estate
$
I ; /
i !
$
Total Gross Estate
Total Approved Deductions
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
tax due
$
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$
+ $
$
$
+
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$-
Interest will accrue at the
Inheritance tax from
rate of six
(6) percent per annum on the unpaid balance of
to thl;l; date of: payment.
. '., .: i J ,__
Assessed by:
Agent for the Com"1onwealth
1<
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF WILL'S COpy
r
PCC-33 14-73)
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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'otenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
} AFFIDAVIT OF
EXECUTOR
ADMINISTRA TOR
IN THE MATTER OF THE ESTATE OF
.T::lnp.t T ,Olli sP. Mannix
(STATE FULL NAME OF DECEDENT)
County
County of
PA
Dauphin
}.,
State of
Admini stra tor
.J::lTnPf': A. M::lnnix
of the estate of the above.named decedent being duly sworn, depose
Executor
and say
Decedent died
12
(DAYI
, 19~{~estate leaving a last will, copy of which is hereto attached. )
(y EAR) Intestate
!=l
IMONTHI
Name and address of attorney or }
other authorized repres,entative to whom
011 correspondence should be mailed.
.TOf':pph n. Skp.lly, P. O. Rox 11OR,
Harrisburg. PA 17108
That as such adm inistr::ltor deponent is familiar with the affairs of said estate and the property constituting
(EX ECUTO R-ADMINIST RA TOR)
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 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
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th 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 detail 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 also separately the accrued interes t thereon, if any, down to the las t interes t day priur to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
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 designated 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 the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interes t thereon to the date of decedent's
death and other investment securities owned 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 husiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule 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 take 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 co~y
of the deed, trust agreement or other instrument creating the trust. Therl~ 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, orjointly with 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 Schedule 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 relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationShip, if any,
of co-owners to the decedent.
That Schedule 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 and fudiciary'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 claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "CO, "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..../...r:?..~..:.....
....,.,................ day o~~.7'i
:~~o~[t....4~~......,......
My (~mmil~iGn EX;Ji,el Ai"'! 9. 1'181
Harri!LurQ, PA I1llup,l1ill CQlI/llt
i
......'J"ili;;;!;,b.(1dl5LU-.JLL~-
,.3...2.!fi~''}j~-!t;rc.<;:t'--'-'~l
....;i...fgi~(,;;,:r2~L~~~~)i"p<{J "-.
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and 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 paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C-34 (1-64)
CO~MONW.EAL TH QF 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. Where property held as joint tenant or tenancy by entireties" report on Schedule "E". Property hf'ld by
the decedent as tenant in common with another or others, should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo(lwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with 0 reference to the recard of the
conveyance by which the decedent took title; If 0 form state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, acc':ued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
(1)
(2)
(3)
Dl:PARTMENT
VALUA TION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
ESTIMA'rED
MARKET VALUE
237 Harris Street Harrisburg, PA
Located at the Southwest corner of Harris
and Susquehanna Street. Recorded in Dauphin
County in the Office of the Recorder of Deeds
in Deed Book "T", Vol. 26" page 586, on
June 15., 1944.
$ 2, 301
-$5,::500
.s .!J7J O. tJ lJ
.I
.
Insert this total opposite "real property", Schedule "A" In the
"As Reported" column on tht? last page of this return,
xxxxx
:.$ 5; 500
.s ~ tJ. () 0
I
Rec -36
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
'*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER 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 wi th another or others
must be listed under Schedule "E". Inta~gible personal property, titled in the name ot 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 administertld estate.
Tangible personal property should be listed first (e.g. jewelry, wearing appllrel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on h~~d 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 any undistributed
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
VALUE
ESTIMATED
MARK.E:1' V Ali1E
DEPARTMENT VALUATION
(Do not write in
this space)
1.
Personal clothing
$250.00
2.
Household goods
150.00
3.
Miscellaneous personal property
100.00
I
I .
,
nsert this total opposite "Personal Property", Schedule "B. in
he "As Reported" column on the last page of this return.
x X
$500.00
.~-()tJ. 6CJ
.Ak;
RCC-3S
CC1mlO:\'I'E.\LTIl OF PENN~YLr..\N I A
T1L\NSFEH. IXHEIUTANCE TAX
SCHEDULE "e"
TRANSFEnS
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RES !DENT DECEDENT
(1) Did decedent, wi thin two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) ~O
(2) Did decedent, within two years of death, transfer properLY from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) ~O
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (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 effect in possession or enjoyment at or after his death?
(Answer yes or no) ~ 0
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no)
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) ~o
(G) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefi t of care of transferor? (Answer yes or no) ~ 0
(8) Did decedent, at any time, transfer property, the benef'icial enjoyment of which was subject to change,
because of a reserverl power to alter, amend, or revoke, or which cOllld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
~one
Insert this total opposite .Transfers-, Sehedule .e" in the
"As Reported" column on the last p&ge of this return.
--y~
~
He: Estate of Janet Louise Mannix
To Whom It May Concern:
1, James A. Mannix~ surviving spouse of Janet Louise
Mannix, deceased, having lived in the same household as
the deceased up to and including her death~ hereby claim
the $2000 family allowance to which Lam entitled under
the Pennsylvania Fiduciaries Act.
Executed this ,)/J$ day of August, 1979.
J~/l);f~
James A. Mannix
., .
'\
. ~ t
CO!\t:\IO:\WEALTl! OF PE:\':\'SYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDE,,",T
SCHEDCLE "D"
BE:\'EFI ClAn I ES
, r-' RELATIONSHIP 'I I
BENEFICIARIES AND ADDRESSES (If step-children or SUHVIVFD I DATE ~
\State tull names and addresses of all who illegitimate children i ~EC~~:)E!'J":f I OF
havE' an interest, vested, contingent or other- are Involved. sd SfOAR1EN'rOES I
, ~n HTH
wise, ln estate) forth this fact) I 1 ~_ _____ _
.T;:JTnPR A. M;:Jnnix ~llRband +-.Yes .+.---1-4-OJL-i Fire~l..Q90 plus
1194 Letchworth Road -------L I i one half of the balance.
I ,--+-- I ----
II PA ! i
Camp Hi ~ I .-L-
II Son I Yes I 11-_3.._-47 ~_-_'.half of balance in
-Matthew .T;:JTnPR Mannix. . --+-
150 S;. Prince St. i ' --J-excess of $20.000.
Lancaster, PA t---------t----1-- __Ji~E!ltingent interest)
i I I :
~-_._._--- !. -~~_.__._-_.~-----
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INTEREST OF
BENEFICIARY
IN ESTATE
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Deponent f\lrther says that all the above-named beneficiaries are living at this time excepc below:
NAME
DATE OF DEATH
RESIDENCE
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._____L.______________ _.______ __
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Real Property
Personal Property
Transfers
Gross Taxable Estate .
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( 1 )
(As Reported)
q .5.500
500
$
$.
$.
$
$.
$6000
(2)
(As Determined)
$
$
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U
R C C-)8
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
*'1:,',
.. '
~ .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
I
INSTRUCTIONS: This scherlule must disclose all property, real and personal, ownerl by the rlecedent jointly
With another or others, including intangibles, standing in the name of the decedent and others. List
re~l estate first, as entiret~es, or joint tenants, giving brief description, as indicated ur.rler Schedule
ftAft, plus the rlate and place of record of instrument effecting vesti ture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule ftBft, pl.us rlate of acquisition, and the name, address anrl relationship (if any) of co-owners to
the decerlent.
Description or Property, Date or Acquisi tion, Name uni t percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Recorrl of Instrument, where Real Estate.
DEPARTMENT VALUATION
CAUTION-Do not Wri te
In This Space.
Value of Value of
Entire Decedent's
property Interest
Real Property (not taxable)
Fairview Township.. York County Lot
#1 23,347 square feet. Deed recorded in
York County September 2, 1948. With
James A. Mannix, husband, an estate by
entireties. (not taxable)
00
1194 Letchworth Road Camp Hill, PA
Lower Allen Township, Cumberland County
by Deed dated August 25.. 1950. Re'corded
on August 30, 1950.. in Deed Book L, Vol.
14, Page 518.
With James A. Mannix.. h usl:and an estate
by entireties. (not taxable)
00
Savin gs
J.
A c<;:ou nt s: (not taxable)
Dauphin Deposit Bank.. Harrisburg
James Mannix or Mrs. James
Mannix-Joint Account Bal. $2203.61
(not taxable)
00
2. National Central Bank, Harrisburg
Janet Louise Mannix or James
Mannix-Joint Account Ba.l. $144.99.
(not taxable)
00
3. Commonwealth National Bank,
Harrisburg-James A. Mannix or
Janet Louise Mannix - Joint Account
Bal. $1,393.96. (not taxable)
00
4. State Capital Savings & Loan,
Harrisburg-Janet Louise Mannix or
James A. Mannix-Joint Account
Bal. $6.. 640.01. (not taxable)
00
Insert this total opposite ftJointly Owned Property", Schedule ftEW
in the "As Reportedft column on the ~ast page of this return.
}uyuJ
~
~
Rcc-n
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
*
. .
COM~ioNWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~
INSTRUCTIONS: This schedule must disclose all property, real and personal, owneel by the elecedent jointly
with llJ10ther or others, including intangibles, standing in the name of' the decedent tlIld others. List
resl estate ~irst, ~s entiret~es, or joint tenants, giving brief' description, as indicated uneler Schedule
ftAft, plus the date and place of record of' instrument eff'ecting vestiture, but do not include entireties
or out of stste real estate value in estate valuation column. Personal property should be listed as in
Schedule ftBft, pl,us elate of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisi tion, Name Uni t percentage Estate
Address and Relationship of' Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Cash - Held jointly
James A. Mannix OR Janet Louise Manni
Bal. $24,600. (not taxable)
00
Certificates of Deposit,
Savings & Loan Assoc. ,
jointly held by James A.
Janet L. Mannix.
7-31-56
5-22-75
12 -10 -75
7-16-76
2-3-77
10-6-77
(All not taxable)
,
Certificates of Deposit, Dauphin Deposit
Trust Co., Harrisburg, jointly held by
James A. Mannix OR Janet L. Mannix.
1-13-75 $1,000
3-22-75 1,000
3-22-75 1,000
(All not taxable)
State Capital
Harrisburg,
Mannix OR
$15,000
2,000
10,000
2,000
3,000
3,000
00
00
Insert this total opposite ftJointly Owned Property., Schedule ftE.
in the ftAs Re;.ortedft column on the last page or this return.
RC C-38
. .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE" E"
JOINTLY OWNED PROPERTY
RESIDENT DECEDENT
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 rirst, as entireties, or Joint tenants, giving brief' description, as indicated under Schedule
"A", plus the date and place of' record of' instrument 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 "H", }11,US date of' acquisition, and the name, address and relationship (if' any) of' co-owners to
the deceoent.
Description of' Property, Date of Acquisition, Name unit percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
DEJ~ARTI.{ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Ent.ire Decedent's
Property Interest
United States Savings Bonds, Jointly
held by Janet Louise Mannix, OR
James A. Mannix
10- 58
10-58
11-58
11-58
11- 58
11-58
12 - 58
12-58
12 - 58
1-59
1-59
I-59'
2...;59
11-64
12 - 64
2-65
8-73
(All not taxable)
$25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
500.00
00
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of' this return.
RCC-39 (5-68)
COMMONWEAL TH OF PENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Mannix
(Last Name)
Janet
(Firs t Name)
L.
(Initial)
DA TE OF DEATH
9-12-78
FILE NO. 21-78-0655
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:
10 October 1979
,j-./L rz d-1. ()..j ~lffY) ( j
~RITANCE TAX APPF~AISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Regis ter of Wills in and for County, Penn sylvania, 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 amounr represents the sum
allowed as a deduction.
Dated:
REGISTER OF WI LLS
INVENTOR Y
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)
VALUE AS REPORTED
$ _~S50~
-0- j -
-0- i
6000 I 00
_7354 i OR
----r--.
V ALUE AS APPRAISED
$
CLEAR VALUE OF ESTATE
----,-1 354 08
I-
I
VALUE AS REAPPRAISED
$ I
I
I
I
I
i
i
I
!
I
I
Valuation of life es tates or
annuities. . . . . . . . . . . . . . . . . . .
$
t=
t=
===t=
EST A TE TAX ASSESSMENTS
$
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
2%
6%
5%
10%
15%
*
$
$
$
$
$
COMPUTATION OF TAX
~
t
(*) As evidenced by Charitable
Exemption O~rtificates issued
by the Secretary of Revenue.
TOTAL TAX
$
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
$
$
t=
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
$
c
$
,=
$
1-
r-=
I
$
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.
~ '0
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... ~ .<'1:1 <
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0: ~ ~ ~ ..... S-l <1l =-
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REV-SI8 (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. O. BOX 2910
HARRISBURG
17105
IN YOUR HEPL Y PLEASE
HEFER TO
I nllestigation Division
NOTICE OF FILING OF APPRAISEMENT
Mr. James A. Mannix
325 Bailey St.
New Cumberland, PA 17070
(Executor or Administrator)
In Re: Estate of
.J anet: L. Mann ix
CumJ:Hill'l:aRQ
County - File No.
21 72-0955
Dear
You are hereby notified that the OY'ip)n<'lJ
appraisement in the estate of Janet L. Mannix
has been filed in the office of the Register of Wills of Cumberland
County on 10 October ,19-li. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$-"',-"'00.00
500.00
Nonp-
Nonp-
86,000.00
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
10 OctoD9I' 1979
Si gned
'-Ad /) dUl/ 'kIirnc ,/
"
Title
1'.ppr:1i e: or
NOTE: This is not a bill.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
.. . .l .
COMMONWEALTH OF PENNSYLVANiA
RESIDENT INHERITANCE TAX
APPRAISEMENT
ClAre _
10 October
Cumberland
21-78-655
]979
COUNTY _
FILE NO. d_
Whereas, Janet La Mannix late of New Cumberland
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 12 t: h day of r:;: e 13 t e lR:e e p 19 -2..Q. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra Stone , 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
$
n _, t:'_..._...~ I:: I::nn hn
Personal Property 500 PO
Transfers None
,T" ; ,., -to 1 v Owned None
'T'",+::o1 ....'" ^^^ ^
7
r
I
I
I
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this - 10th day of Octo. be rem . sfr~.... _ 19 2.L.
")-4 dAI'7. .~ A7/ t!.) .
.. Appraiser
(Number and Street)
HRl"l"''; <>bUl'g
(Post Office)
. Penna.
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