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.
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.'
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.