HomeMy WebLinkAbout12-19-78 (2)
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Dauphin Deposit B~nk-) {~~~_~.pt.
and Trust Company
MAIN OFFICE: 213 MARKET STREET. HARRISBURG. PENNSYLVANIA 17105
717/255-2121
Member Federal Deposit Insur..nce Corpor..tion
December 27,1978
Cleckner and fearen
Attorne~s at Law
31 North Second Street
Harrisburg, Pennsylvania
Re: Grace Hempt
December 8,1978, Deceased
Attn: William fearen
Dear Mr. fearen:
In regards to the above mentioned, we submit the following information
as of the date of death:
Checking account balance
$2,886.12
The above account was held in the name Grace Hempt only.
If we can be of any further assistance, please do not hesitate to
contact us.
Very truly yours,
CJd~_L~ C!. C~-"'~'_A-"-".d_C
Donald E. Cromwell
Assistant Vice President
DEC/pf
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Cdf./o7t (h.~
i'-'~'*'"~~~-?'r!"~:'~~~~~~
t~ CUMBERIIlND
~llEY 9\J1~
AND LOAN ASSOCIP\TION
3216 Trindle Road. Camp Hill. Pennsylvania 17011 737-3479
ClecknBr and Fearen
Attorneys at Law
31 N. 2nd Street
Harrisburg, Pa. 171'01
Attention: William Fearen
RE: Estate of Hiss Grace Hempt
Savings AccOtUlt #155850
Dear Hr. Fearen,
December 21, 1978
The following figures will answer your letter of December 18, 1978
on the above referenced matter:
Balance as of December 8, 1978----$3,049.26
Interest accrued as of December. '8~ 1'978-~149.38
If you should have any questions concerning this matter, please
feel free to contact this office at anytime.
Sincerely yours,
.) 1\ ",
()~NV~\ r- tt.~~t< L~.f
Barry L.Luckenbaugh
Branch Manager
B1L/trd .
RCC - 36
Co'MMO:\WEALTH OF PE~NSYLVANIA
THA:\SFER I:\HERITANCE TAX
SCHEDULE "c"
T RAN S FEllS
rillS IDENT DECEDENT
(1) Did decedent, within 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) 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 enjoyment at or after his death?
(Answer yes or no) _No __
(a) Was there any possibility that the property transferred might return to
estate or be subj ect to his power of disposition? (Answer y,es/ or no)
(b) What was the transferee's age at time of decedent's death? Nt A
(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 shlj,ll possess or enjoy the property transferred or
income therefrom? (Answer yes or no) NO
(6) If the answer to (5) (b) a'bove is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did rlecedent in his lifetime make a
pay income to or for the benefit of
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which cOllld revert to decedent lmder 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) N fA
IiOTE1: The answers to t.hese questions should be supported by affidavit by the atten.Ung physician as
well as a copy of the death certificate.
IiOTE 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.
!\OTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
transferer or his
N/A
transfer, the consideration for which was transferee's promise to
care of transferor? (Answer yes or no) No
ITE~I
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
NONE
Insert this total opposite "Transfers", Schedule "CO in the
"As Reported" column on the last page of this return.
Nt iC< J
-';;I :p.:
RCC-37 (12-63)
COl\1MONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP 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
Robert H. Kalbach Nephew Yes 11/7/25 100% of the
23 Center Drive L
Camp Hill. Pa. 17011
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
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Real Property
Personal Property
Transfers
Gross Taxable Estate .'
SUMMARY
...(Sch. "A")
... (Sch. "B")
..". ( Sch. "e")
( 1)
(As Reported)
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This scheoule must disclose all property, real and personal, owned by the necedent jointly
wi th 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 lmder Schedule
"A", plus the date and place of record of instrument effecting vesti ture, but no not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Seht'dule "B", plus date of acquisition, and the name, address and relationship (if any) of co-ownerS to
the .Iecedent.
Dt'scription of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
pe reen tage
Share
Estate
Valuation
iX.
NONE
Insert this total opposite ",Jointly Owned Property", Schedule "E"
in the" As Reported" column on the last page of this return.
DEPART1ffiNT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
~ntire Decedent's
property Interest
l,
il
'CC-3,* (6-T7)
County,. Numl,er and Nome
File Number
21 Cumberl<llnd
21-78-0683
SUMMARY
Estate Nome
Dece mber 8, 1978
HEMPT, GRACE
Dote of Dcath
(LAST NAME)
, (FIRST NAME)
(INITIAL)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
E.
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appoint~d Inheritance Tax Appraiser in and for the County of
Pennsylvania, do respectfully report that I have appraised the real and personal property os reported in the foregoing return at
the values set forth opposite each item in the lost column to the right in Schedules "A", "B", "C", and "E".
Cumber land
,
Do ted:
July 3, 1980
i ,. ,'. #" ' I'
A~/t'1.-,I:/ ~j.i' "J"r;~/ /*~' .J ,J,~' /
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Cumber land 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
eel Prop
"!rs(',nal P
-,int-Held
ransfers
TOTA
ess Debt
(SCH
--------.- - - ------~~_..-
~ODE ' ADJUSTMENTS
INVENTORY VALUE AS APPRAISED (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
erty (Schedule A) S 140,000 00 00+ 140,000 00 92+
roperty (Schedule B) .l68 ,008 34 10+ 303,802 83
Property (Schedule E) ----- 20+ -0-
(Schedule C) --- - 30+ -0-
L GROSS ASSETS .:S Utl , U Utl 34 ;>443,802 83
S ilnd Deductions ~3,672 33 40- 93-
EOULE F)
ALUE OF ESTATE 284,336 01
LEAR V
oluation of life estates or "I. PRINCIPLE
~oities..~............ ......::== $NONE
FACTOR
VALUE
CODE
r-
I
.TATE TAX ASSESSMENTS
_$
l=
t=
':>R IJSE OF REGISTER ONLY
eX -:>n $
lX on $
'x -:>n $
.X on S
IX un $
<em;>tions
"toJ Estote
CODE
COMPUTATION OF TAX
$
$
$
$
$
~.
6%
15%
(*) As evidenced by Charitable
Exemption Certificates issL~d
by the Secretory of Revenue.
..
I
TOTAL TAX
$
Less tox previously paid
BALANCE
:>555% of lox if paid within
months ofter death
$
$
t:=
s
ALANCE OF It~HERITANCE TAX DUE
del inlerest 01 rate of 6% from
.~~~~ 10
t~OUtH OF ESTATE TAX ASSESSED
stnle lox paiel
$.
$
$
$
c
BAL/.NCE DUE
$
S
TOT AL TAX BALANCE $
PAID $
dd interest of rate of 6~~ from
'0
\..ppl~mcntdl Codes: (FOR USE IN HARRISBU~G ONL Y)
.1P.-Adiustm~nt
!'9+Adiu<;tm~"t
55-Annuity
6O-Lifc Estate
92+Remainc!er Appraisal
93-Rcrnainder Deduction
93C-Charity
94-Remainder Residue
96-Successive
Life Estate
!--UR USE OF REGISTER ONLY
ADJUSTMENTS
!'lOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
S.H:1e r.hould be noted below, with short explanation.
REV-51B (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
Robert H. Kalbach
23 Center Drive
C~mp Hill, Ea. 17011
(Executor or Administrator)
In Re: Estate of
Grace E. Hempt
Cumberland
County - File No.21-78-0683
Dear Hr. K<ll ba.ch:
You are hereby notified that the original
appraisement in the estate of Gra.ce E. Hempt
has been filed in the office of the Register of Wills of Cumberla.nd
County on July 3, 19 80. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
$140,000.00
303,802.83
-0-
-0-
$443.602.83
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
July 3, 1980
Signed
. ;.1
", ,
, J~ i
Title Chief Appre.iser
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 PENNSYLVANIA
RESIDENT INHEP.lTANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE NO.
July 3. 1980
Cumberland
21-78-0683
Whereas, GrJ.ce E. Hempt late of Ca.mp Hill
in the County of Cumberlc.nd Commonwealth of Pennsylvania, having died on
the 8th day of December 19 TIL.., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Gloria Richard ,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 (he right to appraise and assess transfer inheritance taxes at the lawful collateral
rate on any such future interest.
--- --- - - --- uNIT - Appraisement
DESCRIPTION OF ASSET VALUES Made for Inheritance
Tax Purposes
I Re<'.l Estate $ DC
14(;.000
Personal Erooertv ':103 .80~: 81
Tn:nsfers -0-
Joint Property -G-
Total Er:t.2.te 443.802 fLi
Have been duly sworn according,to law, I do hereby certify that the above appraisement is made in conformity
with the law on this 3ra day of .Tn] y 1980_ .
?-iFI_ (,\// (
Appraiser
(Number and Street)
Harrisburg
(Post Office)
. Penna.
0:
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