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HomeMy WebLinkAbout80-00082 , CJ. QJ I ~ 1:::\ co . - N '& .s .B .rl i REV.523 (1()'7S) &io~\\'t:.w.TII (It' l't:SNSn.\'ANIA 1Jt:I'AIlTAIt:ST (lto Ilt:l't:NIJt: HUHt:AU lit' toft:I.1I IIl't:IlATIOSS INllt:IlITASct: TAX IIII'ISIOS OFFICIAL NOTICt: OF INlIg/uTANCt; TAX AI'I'RAISt;~mNT ANIl ASSt;SS~mNT OF ASSt:TS NOT SUnmCT TO '\1I~WiISTRATION *' TO: -....- B. El'-th F.1lraary 7. 1980 Date: County t!t..~.'.1Uf 1~ -tera BPi.. ....L .1.. 0 I. Pi 1~ County File No, Bureau File No, We have received notice that, as a result of the death of En Bartner on 3--- ]1. 19-29----., you came into ownership of certain property through right of survivorship, which was formerly owned by the decedent. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: ,)'Gillt rn.-H"I Aa_t #It:J:1 01& 817 J aM .L.h.t ........ ..~- ~ MI~~ at ~M i'Dlbwl ..... It 1"'~ O~ftell, ia ~hA --- td.,.., ala --- t - ..-,~ta..._ 1___ loll _hHaItad ""'" ..... lV~. appraised by the Commonwealth, as of the date of death, at S 1. ~~,s 50 % of this amount is taxable at the rate of ~ % DATE OF AS$EB.SMENT TAXABLE AM0UNT ",' LESS: ALLOWEG 'DEBTS NET TAXABLE)\MOUNT ORIGINAL ASSESSMENT AMENDED ASSESSMENT : ~'l~:-:;:i :).01,. ~r7.,.~-l,*;-:"'I. '::"'"ri.tE~b. ,ll~:-:t~8~:; - ';!lr,~llfl ~O!J3'" ""';!! '.:$:'.11;;1, :l99.C"....'~ r!e.'$33'l).. 781.2d)I!t :'.i. "",':-..1;' , ," ':s,tc,,"' , '~~,''3!I.''~; D@HtlJlil~2291.~9:::' "','.,,;'<;::,' ",C,' , ,',: ,.,'. 17' J':;,l '(j 1 if,: '{')"'!nsoJ.vent\'Forv'l'iix:',L AMOUNT OF TAX DUE If you pay the above amount within three (3) months 01 the date of death of the decedent, or on or before 19_, you may deduct a discount of 5%of the amount of tax due, or This tax became delinquent nine (9) months after death (one year if death occurred prior to December 22, 1965 and fifteen months if death occurred on or after December 22,1965 but prior to June 17, 1971) and in addition to the tax, statutory interest at the rate of 6 % of the tax per annUJ1T is:also due as of' 19 in the amount of /, l!/: 'j /' /- Insolvent For Tax --------------------- --------------------- -------------------- ---------------------- * If the tax is not paid by the above date additional interest is due at the rate of 6 % per annum until paid TOTAL AMOUNT DUE S lIt", Irfllolvent For Tax >l i ' '_ '. APPRAISED BY: \--?//,:, I, /1/ 1,../.:.1-;):1 I / ASSESSEO BY: <<I "1 ,M k.. "'h,..( cl!rA_^ I (Inheritance Tax Appraiser) IAgenll(or tne4:bmmonweaii\;f!, , INSTRUCTIONS TO TAXPAYE~i(",.l.y .L.-'/""'ijjh-.. 'K i 1:1},--<....' Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: REGIS'rER OF WILLS Register ot Willa Office Cumberland County Courthol.lle CarliSle. Penna. 17013 - ~ (-2(0 ' O:;A {C - 3,,'97.$ NOTE: Any party in interest who is aggrieved by this notice may object thereto "within sixty daYSlafter receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P,S, 2485-1001, GlJI\CfUi'LlC..\ i~... <'_::~, T~:: ':);. '--'<'iLLS cory. ~IJ~ '~<. ,.I- " ' ::"-------- If you have already paid this tax to an executor, administrator, allomey, or other personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person t.o wholJi' you made payment, their official title and the amount. Date Paid Name and Address of Payee .---- .--. ..- .-----... ..-----. Olficial Title Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due, If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, execute the affidavit, and retum this notice, The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ,10 You were personally legally responsible for these debts, and 2. You actually paid these debts and can furnish proof of such payment, if required, and 3, These same debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee, , " Name of Payee O'Rothermel Funeral , Messiah Villa e ",Hershe Cellieter ,.)(ark"Memorial Wor SCHEDULE OF DEBTS Description of Obligation orne Funeral Nursin Home Care Balance Footer For Marker Marker For Cemeter Amount Paid 1 .00 1 00 0.00 1 0.00 TOTAL $ 2291.00 COMMONWEALTH OF PENNSYLVANIA) COUNTY OF C'lHI\ \~j::lr:(l\cl J (attach separate sheet if required) SS: .. ,.r .:.....' I,..' _ . I, " v' 1::- "hereb~certify tl1at the foregoing is a just and true statement of funeral expenses a d other debts of the decedent, e j/c{ dtt /j-//c; /- , for which I was legally responsible and which I did payout of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes, SWORN AND SUBSCRIBED BEFORE ME THIS ~~7]:_ DAY OF ~) Febrt((:(I-Y 1L~Q, ','D:II/'crc..cz. /3 Q-r-'I-etD o!..j I SianatureolTaxpayer -1 iV, <<bLet--T IJ1tJvRC It/tfT71/</ PUI.3LIG,;Cfj4!/'j, co REPORT OF REGISTER OF WILLS I, the '1j-n'd{(~(g"net;~uti'ef~cted ORegister of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of S~l.OO , Date of Approval: Feb. 11, 1980 1\ ' M itJ::, ':/'Vv. JtrtvJ.S,> C(\l~' " s~roltlii~, n 'w- -........ ,.. ..- ~. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLL5CTIONS HARRISBURG, PA. 17127 * Rce.., 13-711 NOTE, TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS Fulton s..r" -110 1.- Off. IIg II. "In .t. M. 1.~, ,.. 1711" ZIP CODE ''JII'' P.nnsyl.onlo D.portm.nt of R...nu. Bur.ou of County Collecllon. Goble BuildIng, 3rd, Floor 411 S. Second Street Horrlsburg, Pennsyl.onlo 17127 Pursuant to Section742, Pennsyl.ania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: c:tIed&lrII ....... ACCOUNT NOo OF JOINT, TRUST OR ,&S 016 8'7 , ,,,_no INVESTMENT DEPOSIT NAMES ON ACCOUNT OR INVESTMENT I. ....... or llefber. II. Ilfreth 6-17-79 lve ........ fill ......... II. Ilfreth DATE OF DEATH DECEASED JOINT DEPOSITOR, TRUSTEE OR INV ESTOR I. Burtnlr ADDRESS .....11Ih vm... - ~_I-"''''1 II.. c. ;. ..- COUNTY ZIP CODE SURVIVING DEPOSITOR, ....... I. Ilfreth BENEFICIARY OR INVESTOR IllS ""W. DrIII'8 ADDRESS MllII1IIIlc:ebura. ,.. nOJ5 RELATIONSHIP TO DECEDENT Dlulhw DATE INVESTMENT WAS ESTABLISHED WITH THE SURVIVING DEPOSITOR, .............1_ BENEFICIARY OR INVESTOR - ... - ,.,., hVllllIS - 8-!6-7J BALANCE, INCLUDING INTEREST PAYABLE, AT DATE OF DEATH $ ChIIklllll 6IlI.98 11M... 51".&>> ,-?-;:;::? ~~'~''''''/ 7~~"" c:L- SIGNATURE 7/1"t.~q~ T~~)'E