HomeMy WebLinkAbout07-18-79
-
STATE OF TENNESSEE
1'trU.llrrhl..LTII If. .....J......auu
COUNTY OF ~"rtIIRb.tU.
L
j
55:
All en_~Wo1 f
according to law, deposes and says that he is the Administrator
of the Estate of Florence Louise Wolf
being duly
C.T.A.
sworn
late of -~-HampdeuTownship - u____ , Cumberland County, Pa., deceased and that the
within is an inventory made by Allen J. Wolf, the said Administrator C. T .A.
of the entire estate of said decedent, consisting of all the personal propt!rty and real estate, except real estate outside
the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
JU~ 19 79
i)ttMlL kh.u.----
My Commission Expires April 17, 1983
Allen
302 Holl~ood Drive
Old Hickory, Tennessee
Address
Date of Death
17
October
Month
1978
Day
Year
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
INSTRUCTIONS
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Inventory of the real and personal estate of
Florence Louise Wolf
deceased.
Personal Property:
Household furnishings
Personal clothing and jewelry
Life Insurance proceeds payable to Estate, Metropolitan Life Insurance
Co. Policy No. l2918l63A
1963 Rambler station wagon (inoperable) and 1965 Dodge sedan
Checking account No. 171-017-7, First Bank & Trust Co. of Mechanicsburg, Pa.
Savings account No. 14-0005574-3, Commonwealth National Bank, Harrisburg, pal
Checking account No. 141-106219-1, Commonwealth National Bank, Harrisburg, I
Pa.
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Cash on hand
20 shares, Cenvill Communities common stock at 15 1/2
60 shares Cenol Company common stock (valued at purchase price by Acme
General Corp.)
10 shares Vitamix Pharmaceuticals, Inc. (now Cooper Laboratories, Inc.)
common stock at 21 7/8
Real Property:
Residence, brick ranch-style, 5211 Terrace Road, Hampden Township,
Cumberland County, Pennsylvania. Acquired 10/26/62. See Deed Book
R-20, p. 526. (Subject to lien of Hampden Township Sewer Authority in
the amount of $519.20).
Memorandum of Real Estate Outside of Pennsylvania
Total:
One story cottage with basement, 127 N. Derby Avenue, Ventnor City, New
Jersey. Acquired 4/30/68. See Atlantic County Deed Book 2427 page 2l6ff.
$ 625.0
1670.00
1208.17
50.00
81. 20
I
1420.201
I
825.121
80.001
310.001
648.00
218.75
i
42,836.4
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RCC-33 (4-73)
COMMONWEAL TH OF PENNSYLVANIA
DEP AR TMENT 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-.tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE EST A TE OF
} AFFIDAVIT OF
I:JIitiet;:,eR
ADMINISTRATOR
C.T.A.
Florence Louise Wolf
(STATE FULL NAME OF DECEDENT)
Late of c'l1rnhprl ;:Inn
County
State of Tennessee
} 55:
County of
Allen J. Wolf
Administrator C .1.A"of the estate of the above-named decedent being duly sworn, deposeS
..E.e'"yt~f-
and say S
Decedent died
October
17
, 19~{testate leaving a last will, copy of which is hereto attoched. }
(YEAR) __
(MONTH)
Nome and address of attorney or }
other authorized repres,entative to whom
011 correspondence should be moiled.
(DAY)
W. Scott Staruch
1604 N. 2nd Street, Harrisburg, Pa. 17102
That as such Administrator deponent is familiar with the affairs of said estate and the property constituting
I EX E CU TO R-ADMIN I ST RA TO R)
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
None
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 detai I 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 tht:reof
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 in teres t day prilOT 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 valut: 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 interest 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 eo" or 'eeneitie, of elo'e oe family eoepoeetion" the "lu.. eepoeted "e .. fae ..
PO"ible 'Ub,tantiated by finaneial 'tatement, of the eoepOeation" 'howing the a"et, and liabilitie,
theeeof a, of the date of death. The 'ehedule al,o 'et, foeth the inteee't of deeedent at the tIme of
death in any oo-P"tne"hip oe bU'in.." and in 'uppoet of tbe valne of 'ueh inteee" theee i, anuexed to
"ld "hedule, rInanoial 'tatement, 'howing thea'""t, end ltabiltti.. of "id eo-P"tne"hip oe hU'lne".
A eop y 0 r the eo-p., t ~"h 1 P ageeemen t, (if oeal, a 'ta te~n t "" t ting foe th the na tnee 0 f the ageee~ntJ
to""thee wHh a 'tate~nt "tiing foeth the ehaeactee or tbe b''''n.." H, location, and ,ueh othee faot,
peetaining to the bU'ine" a, may be peettnent to a faie and Ju,t appeai'al of the deeedent', inteee't
theeein m'''t be ,ubmHted. It 'hould al,o "t foeth in Hemieed foem, to""thee with the fale m"ket value
tl,eeeo~ any othee peopeety owned oe bequeathed by the deeedent at the tlme of death.
The Schedule C .ttached heecto and made pact heeeof ""t, foeth a teue an..ee io eaeh inquiey
eontaiued theeein and in the e>>se ofteaosfe" ofpeopeety, eeal oe pe"onal, within iwo yeaes of decedeni',
death, in contemplation of decedent', death, oe intended to take effeet in PO"e"ion oe enjoyment at oe
aftee death, 'aid 'chedule 'et, foeth the natnee and value of 'ueh peopeety, to whom tean'feeeed, the
eeiationahip of the tean'feee.. to the deeedent, the peOpoetionate 'haee eeeeived by each tean'feeee and
all 0 thee fac t, 0 f a pee tinen t na tu ee eegacding "i d t ean. fe es. I u the e aae 0 f t ean, fee, intended io
take effect in PO',e"ion oe enjoyment ai oe aftee death, theee i, aI,o attached to tbe ,ebedule 0 eony
of the deed, teu't ageeement oe othee in'teument eeeating the teu't. TI'een i, alao ""t foeth to ..td
'chedule a li't of all peopeety, eeal and pee,onal, with it, value, whieh pa"e, 't decedent's death by
vietue of the exe"he by decedent, eithee individually, oe Jointly with anothee, oe any powee of apPoint-
ment V..ted in decedent, eitbee individually oe Jointly, by the wm, deed, oe othee iu,teoment of anothee,
with a copy or the instrument creating such power attached to the schedule.
That Schedule 0 attached heeeto and made pact heeeof set, foetb the nam.. and addee".. of all
pee'on, beneficially inteee'ted in thi, e'tate at the time of decedent', deoth, the notuee of theie ee,-
pective inteee't" theie eelotiou'hip, if ony, to tbe deeeden~ togethee with the ~e, ot the time of
d eeeden t', death 0 f oll mino", annuitan t, and bene fi o1ae i.. fo e It fe undee deceden t' , Wi 11. It 01, 0
contain, a 'taiement 'hoWing which of the beneficia'ie' named in the decedent', Will, if any, died peioe
to de"dent, the dates oC theie death, thele i"ue, and the eelatio"'hip of 'uch i"ue to the benefi.ioey.
That Schedule E attached heeeto and mode 0 poet heeeof "i, foeth all peopeety, eeol and pee-
,onol, owned by the decedent jotntiy with anothee oe othee', ineluding tntangibie, 'tanding in the name
of the deeeden i and 0 the", pI u, the date and pla.. 0 f eeco ed 0 fin, teoment, e ffec ting the ,.. ti t"ee 0 f
eeal e'tate and the dote of acqui'ttion of pee'onalty, plu, the "ame, oddee" and eelation'hip, if any,
or co-owners to the deceden t.
Thot Schedule F attached heeeto and made a paet heeeof 'et, foeth fully aud in detail all debt,
an d dedu e t1 on, e 1 aimed fo e an d on behalf 0 f th la dec eden t', es tate, i ne 1 Uding fune eol exp en "0 poid,
family exemption, wheee appltcable; cost, of odministeotion of thia estate; 'ounsel feeo and fudiciney',
'ommi"ion, paid oe to be paid; co,t expeoded foe bn'ial teu't" tomb'tone, oe geovemaeke", and 'eli-
giou, "eVic.., in consequence of the deoth of the deeedent; debt, and Claim, oWing and "npo'd at time "f
death; tax.. occeued chacoeahle foe peeiod peioe to decedent', death (except tho" allowed undee Seetion
651 of the lnheeitan.. aod Estoie Tax Act); togethee with n 'tote~ot of eollateea! Pledged foe obUgo-
iiou" if any. It i, ageeed that the fid'~iaey will peeseut peoof of soid claimed "bligations upon ee-
q"e't, thot if the omount aetually paid in 'ettlemeot of any fee, eOmmi"ion oe debt i, Ie" thm, the
e,timated amouot claiming ond allowed, that the 'Orne will be eepoeted W the Regl'tee of Witl', and thoi
the amount or tax assessed can be reassessed in accordance therewith.
Tha t the totol a 0 f the appeope ta te co 1 umo, iu Sehedul.. " A", "B", "C", "E", and "F" >>s d i ee. ted iheee in.
have been carried rorward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
d~L~;of~~19:79
-/ 1,_';U:i.~. ~', ::..: :',!
;:;~~~~f~1:~i:~:2::_:if
(Street Number)
Old Hickory, Tennessee
..............................................................................'.......................................-.
(City or Town and State)
NOTE, Beroee signtng affidovit make '"ee all blank 'pac.. in the affidavit and "hed"l.. ",oe<ed ace
filled in with detali, oe the Woed "No"e", 'nd in caoe the a"ets iU'lude eoee and unlt'ted '.eueltie"
'e,ueltie, of eto'e oe famtly c"epoeotion, oe on luteee'i in noy eo-poetoee'hip oe bU'ine", thoi the
data o"d stotements eequieed unde, the PO,og"ph obove eelotiog io Sehedule "R" "ee ottaehed. ^t,o ~ke
certain that column #1 in the "Summary" has been properly completed as above-directed.
j.l.; ..,-..) J. ~" l . ~
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RC C-34 (4-73) .
COM~ONWEAL TH OF 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. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not b. deducted from this schedule.
(1)
(2)
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEA TH
ESTIMA TED
MARKET VALUE
Brick ranch
Township.
10/26/62.
house. 5211 Terrace Road, Hampden
Cumberland County. Pa., acquired
See Deed Book R-20, page 526.
$5.670.00 v(.
"Jr..
$35,700.00 v
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
~-7{)(J. 00
RCC -35
RESIDENT DECEDENT
SCHEDULE liB"
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 with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of 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 administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and fUrnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand 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
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1 Household furnishings (furniture, dishes, utensils
4
20 shares Cenvill Communities common stock
15 1/2
625.00
1,670.00,
50.00
310.00
648.00
/
218.75
81. 20
2 Personal clothing and jewelry
3 1963 Rambler station wagon (inoperable) and 1965
Dodge sedan
5 60 shares Cenol Company common. (Valued at
purchase price by Acme GeneI1.al Corp.)
6
10 shares Vitamix Pharmaceuticals common (now
Cooper Laboratories, Inc.)
21 7/ 8
7 Checking account No. 171-017-7, First Bank &
Trust Co. of Mechanicsburg, Pa.
8
Savings account No. 14-0005574-3, Commonwealth
National Bank, Harrisburg, Pa.
1,420.20 ,
9
Checking account No. 141-106219-1, Commonwealth
National Bank, Harrisburg, Pa.
825.12
10
Cash on hand
80.00
11
Life insurance proceeds payable to Estate.
Metropolitan Life Insurance Co. Policy No.
12918163A
1,208.17
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
7,136.44
~ /,-,? &'. J./ if
RCC-%
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "c"
TR.ANSFERS
.taLt
~'\
RESIDENT DECEDENT
(1) Did decedent, within two years ofdeuth, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) No
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(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 enj oyment at or after his dellth?
(Answer yes or no)~_
(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 th(' 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) No
(6) 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 benefit of care of transferor? (Answer yes or no) 1\[0
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserven 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 need 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 Uma ted)
DEPT. VALUATION
(Dept. Only)
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
~
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RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELA TIONSHIP SURVIVED
(If step-children or DATE INTEREST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
aye an interest. vested, contingent or other- are involved, set STATE YES IN ESTATE
wise. in estate) forth this fact.) OR NO BIRTH
Lawrence A. Wolf Husband No 8/1/01
All pn .T Wolf Son Yes O~ f\Ue Entire
--
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Deponent further says that all the above-named benericiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
Lawrence A. Wolf
8/11/67
5211 Terrace Road, Mechanicsburg, Pa.
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$ ....42,~.$~6..44
( 1 )
(As Reported)
.35.,700.00
.. . 7,,13{) ~44
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(2)
(As Determined)
SUMMARY
Real Property .......... ....... 'q . '. . . (Sch. "A")
Personal Property................... ...(Sch. "B")
Transfers.... ........ ....... ..............(SCh. "C")
$
$
$
$
$
$
Gross Taxable Estate
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RCC-38
, , .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" E"
JOINTL Y OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the rlecedent jointly
with another or others, including intangibles, standing in the name of' the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated llider 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 "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the de~e.ien t.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
None
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
1/YJ/J-nJ j
, .'
"
R C C-39 (15-68)
=
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Wolf
(Last Name)
Florence
(First Name)
L.
(Ini ti a1)
DATE OF DEATH 10/17/78
FILE NO.,) J- 72-((rS~
REPORT OF INHERITANCE TAX APPRAISER
//1 / .. ,7
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~ i rnL y ?i cuu{
-
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:
D..i '
( ltCtf l ('I.. -3
/ (1 T7
<'z4;ll Ii '0/;/).' i (' /
r c. '. .- - /.( SJ:. i-a, L .______
/ INHERITANCE TAX APPRAISER
I
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:
REGISTER OF WILLS
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
VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $
42 836 44
9,31347
33,522 97
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
o
1=
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
COMPUTATION OF TAX
2%
6%
5%
10%
15%
...
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revfmue.
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 ra te of 6% from
to
$
c
c$
~
t=
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
!,!OTE: Where subsequent adjustments are made to the above cumputation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
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REV-518 (3-79)
COMMONWEALTH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
AllenJ. Wolf
302 Hollywood Drive
~ld Hii~Q~~ rCRnCGCC
( xecutor or mini rltor
~71~B
In Re: Estate of
F]o~en~eL. Wnl~
('l1m'h~'I"'l::!nt1
County - File No. ? 1_7 R_nh t; 8
Dear
You are hereby notified that the ()'I"'i gin::!l
appraisement in the estate of FlorenceL. Wolf
has been filed in the office of the Register of Wills of Cumberland
County on 3 O~tn'he,... .19-2.9.. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
S35~700.00
7>1~h.LI.L1.
None
None
$42~83-6.LI.L1.
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
~ ()('t-n'h~'I'" JCl7Cl
Signed
\.~)/) (I ( /( .. v/f,o i (
" /
Title '1rrr"li~~'r'I
NOTE: This is not a bill.
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLV;:,:JiA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DM i t.;. ..__ ~ n r" + t"\ l-'\ g 'r' 1 Q 7 a
COUNTY ..cumber.J.and
FilENO. ?1-7R..06-58-
Whereas, Flo'N'n~~ I.. Wolf late of Hampden Township
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 17th day of October 19 2!, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ~.::Inlh'.::I ~t'onp ,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
'Rp.::ll F.!'::t'~t'~ $
::\S 700 00
P"""'C!l"\n",' T'\ ''I''TV 7~136 4
Transfers "Jnnp
Jointly Owned l.T~~~
1'0t''''' ~42 836 4
I
I ----r-
33
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 - ::\'I"n day of October t ..' . j. .~ 19 :ul-.
'~/) rLI r1.? ~I) 1 (
/' Appraiser
(Number and Street)
l1bg.
(Post Office)
. , Penna.
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From:
-..-......--...----.........-TWO THOt1SAND ~ I: 38/100-...------------------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
RECEIVED
Address
160 4 Borth ?nd Street
2 o/c T ox on $
Name of Decedent
FLORDfCE LOUISE WOLF
% Tax on $
Estate Tax, Act of
May 7, 1927
$
$
$
$ I
$ .4
, !
$ i,Oll~38
$
Ha ,."i .. b111l'1, Pa ~
11102
6% Tax on $
Fi' '-10. ~1-78-65R Date of Death10-17-l9T8
15o/c Tax on $
Dc of Poyment
July la~1919
, County
C'VIlb.p land
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
_ % from
to
$
, i
I
I
Remarks:
PAID OIl ACCOUlft'.
IJOO ~ [P[L~ @illlJ~
SEA L
TOTAL AMOUNT PAID
$
2.011.38
NOTE: This Triplicate Receipt to be retained for audit purposes.
IQQ .
\ ., A "0 I ( t : ~-
~ (Signature) Ie
R icbard E. Ander on
Resi.tap Cf~fl1.
ill
Received by
NOTE: In accepting the transfer inheritance tax an future estates, prior to the death of the life
tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall
nat be precluded or prevented fram 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.