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HomeMy WebLinkAbout04-25-79 COUNTY OF ..3/';[/71 ,*,10 --L,o-j-- CUMBERLAND f" ..... >\3-7"~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT EST A TES ONLY OF RESIDENT DECEDENTS This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within nire months after date of death, unless an extension is granted by the Secretary of Revenue. ~ 21-78-682 Reinhold E. Tomer Q\-ifmn;:No. 19_ I, ~ being duly sworn according to law, deposes and says that he is the (NAME) of Box 259A, R. D. I, Gardners, PA. (ADDRESS) Administrator of the estate of Erick John Tomer (EXEC., ADM., LEGATEE, ETC.I late of South Middleton Township (CITY, BOROUGH, OR TOWNSHIP) deceased, and that the whole of the estate of said decedent, who died on May 19, 1978 (DATE) consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Type of Asset: Real Estate, Pers. Property, Jointly Held Prop. or T ra ns fers 19~ ,., i \{" PU\3U~~ ., "", 1.:(1, ,\. ( DUN1'\' . . .., ,_.c ~ C ,S\" \',ORO ,'", RES IUU c:\ .u. -" . IS"'Oi'! [/,\,I . ,..+No\ari~S , '\' COMM .." . _n . fI';5QC;;'\iO\l.' . ASSETS \ ""W"'j\.,,,,,I" . \-J1.n-.bef,r t', ," (Attach additional sheets if necessary) Description of Asset ~(Jf~ Reinhol(dl ~ ~ T15fuer Administrator ( TITLE) Sworn and subscribed before me Pers Pers Pers Pers Joint Pers 1 U. S. Govt. - Reftmd of Education Fund 2 u. S. Govt. - Death Gratuity - $2,385.00 3 U. S. Govt. - Funeral Expenses 4 U. S. Govt. - Accrued Pay & Allowances 5 Fanners Trust Co., Savings Acct 2-01178-3 Joint with Reinhold E. Tomer (See attached letter) 6 County of Cumberland - Marker Allowance 7 Fort Riley National Bank - Checking Accotmt 105-556-9 375.00-- Not taxable 1,200.00 16.39......./ Department Va luation CAUTION (Do not write in this space) Estimated Market Value Pers Pers 11.22/ TOTALS $1,825.17 \\'62.S.ll REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the fore-going schedule at the values set forth opposite each item in the last c mn to the right. Dated: , (INHERITANCE TAX'.,.,.PPRAISER) Name af Payee DEBTS AND DEDUCTIONS Amount Amount Approved Nature af Claim Claimed by Register Kuznicke Funeral Home Funeral Expenses $2,873.00 ~ 0 00 . (\(1 Reinhold E. Tomer Family Exemption ~,r;QQ.8o- New Kensington Art Memorial Co. Grave Marker 650.00 Landis & Black Attorney Fees 150.00 Register of Wills Letters & Filing 15.00 TOTALS $6,188.00 ~~'Yr--~o_ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount ;n the 1.,1 colomn 10 the ,i,hl, which ,,,at,, 0' 1m", ,moonl ".""n~. 'u~ allowed as a dedC1ion. Dole of A..n".1 0r' L d1!2 ,q ??- ~ -d'W.4i f ~/ ~ I 6 ~,~ C' f - 7 '- (j (j l' >~ 0 0 ~ Q.. ~. 3 = .... 3 ::: = n> 3 -< 0 s: e: 0 ...... :J:>o ;;0 = 0 t'rj '" ..., .... m ~ ...... :;0 ... n> en H ..., ~ "'Cl ~ 0 n [T] .... 0 .... ~ :;;-:: :0 o. ;;0 ::r = -t 0 ::r' ~ 0 ~ ~ ...... i ~ [T] 'T] Z '"0 ~ t/.l 0 n> ~ ..., 0 ~ z = (1) C5 :J:>o ." = ~ '" "i t-' ..., -l [T] -l "'Cl '< t-' (1) ~ [T] ::I: ::I: Z "'Cl <" ~ r+ m :J:>o m ? ;;0 ~ 0 0 ""0 N ~ e. p.. ~ :;0 'T] ""0 t-' CI' ~ Q3 :0 I ~ :J:>o -....:J ~ S ...... 00 0 t/.l I IT! [T] 0- t1l n s: 00 ::r' IT! N 1-', l> [T] ~ lJ> Z n> IT! ..., ~ g ... .' FARMERS TRUST COMPANY CARLISLE, PENNSYLVANIA Date January 8, 1979 Robert R. Black Esq. 36 South Hanover St. Carlisle, Pa. 17013 Re: Estate of Erich J. Torner Date of Death .M:lY 19, J97A Dear 'Rohert 'R. BJ ~ck Esq. : In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account .as of the date of death, we have checked our records and are submitting the following information jn duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven- tory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Very truly yours, ~t4~ ~k.~ Beverr,Y A. Nickel Savings Account #2-01178-3 Balance $364.76 Interest 36t# Savings Account a Joint account in the names of Erich J. Torner or Reinhold E. Torner opened July 31, 1913. A. , R E V-51S (S-7S) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O. BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT Reinhold E. Torner Box 259A, RD 1 Giu::>dn8l?S, PA (Executor or Administrator) In Re: Estate of El?ick John Torner Cumberland County - Fi Ie No. ?1-7R-RA? Dear You are hereby notified that the Insolvent... appraisement in the estate of Erick John Tornel:' has been filed in the office of the Register of Wills of Cumberland County on 25 April , 19~, Said appraisement reflects the following valuations: Real Estate N on~ Persona I Property ----$ 1 , R 2 t; . 1 7 Transfers N ('In p Jointly Owned Nnnp T ota I $ 1 , 8 2 5 _ 1 7 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. Dote 25 .ll.pril 1979 Signed \-----) Title _ Administrative Officer Note: This is not a bill. COM;'ji)~I\' t "', r (, f,' BUREAJ':' ('..;.., ,:,FPUCATION FOR AND CONSENT TO TRANSFER SECURITIES I~EGISTERED IN THE NAME OF A RESIDENT DECEDENT ~ A,EPLlCATION (M~)ST BE FILED IN TRIPLICATE) TO THE PENNSYL VANIA DEPARTMENT OF REVENUE: Ap!)! ication is hereby made for c cosent to the transfer of the fol/owing securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania: DATE Jan. 14. 1980 (a}_-.!____.____jb)__~U~_~!tr~es! Inc. (c) COI8OIl {NOTE: In describing secui"ities ,mter in (0), ab Ole, either the number of shares of stock or the face amount of re~i.;le'ed Dent>s, ;'l (b), '!~e I~an.'" of ~;le issuing company and in (c) the class of stock or the stated interest rate and maturity dah~ cf regisrered b;nds ) ISSUED ON .-_.!~"_.1:1.!. _1?,7J__" imd having a TOTAL MARKET V AilUE OF $ 30.38 ID('iic-) as of the dare Of di'Gth r;;: ~hl" decedent, .__________.ieh J. Toraer (Name of Decedent) ,on May 19, 1978 (Date of death) who was iot... oL_.~~s.~__~_~ 259A~2, .I..D. 1 Gardners, Cumberlaad, Pellllll. :<;1"8P' ana Number) (Post Office) (County) (State) The securit:2:, (:r'~ registerd:J~ fol ows: Erich J. Tomer (Name or names in which certificates are registered) ADMINISTRATOR) ___~~14__E.!_~,()~erL!rost Road, Box 259A-2, R.D. 1 Ganlder8, Pa. EXECUTCR l '.NcmeJ (Address) NAME OF APPLICANT Reinhold E. Tomer COUNTY FiLe t>h.;"18F.JL!~L:_]I_-_G 7,2. ADDRESS OF APPliCANT ~..st Rd. ',BoX 259A-2, R.D. 1 BUREAU FILE NUMBER_________. SIGNATURE OF APPLlCANT-';~~ ({f~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN'ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ---'-~ -'------ -..-----..--- -- -----~.._-_.._-------- CO,;.MONW EAl TH OF PENNSYl VAN I A - DEPARTMENT OF REVENU E ~ CONSENT TO_TRANSFER SECURITIES DATE~Wv\, ) br Iq W I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which the property d said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, os amended and the Act of ."'fle 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 192';', P.L. 343. Th;s Consent to:: Tmnder the herein described property operates only in reference to the estate of the above-named Decedent.