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HomeMy WebLinkAbout80-00300 . ./ ".c g i!i ~ .~ I ~ ~ .9:! I%l .... .rJ1 . ~ i I i ... o J !~ 1M I. iI' ~OlIl\()NWE,II.TII OF I'ENNSYI.I'ANI,I IIf:I'AII'l'lIENT OF Imn:NI'E III!HKI\' OF Fml.II OI'EIIATIONS INIIEltlT.lNCE T.lX IIII'\SIOX OFFICIAL NOTICE ()I<' INm:IU'I'ANCI<: 'I',\X APPRAISEMENT ANIl ASSESSMEN'I' OF ASSETS NOT SI'Il.lECT TO ,\I)~lIt"ISTIL\TION ~M' ;~~, j~ l<i~'.~" ) REV.S23110.1BI --,~--_...._----~--_._-------- ..- ----.... .._..___ ..~_~_.________ ,_ ___nO. ...d.. _..__.._..__..... -..- ,------ __u___ ,,______.___.,..__.__ - Date.nAP:r11.~4 .19~~______, County ._~~t'1~_-_ County File No _~~~j_.::; () - '0 () Bureau File No._ '.; 1- C, () 'J(J,i!.._ We have received notice that, as a result of tho death of ___llII.!?'_~' DoLoDla___u__m._ on 11-9 19?!....._, you came into ownorship 01 cortain ~roperty through right of survivorship, which was formerly owned by the decedent. TO.____~~!.~~_!~__Z4l_11 . ____ m_~_l!reth .s__~l!lS}'__ __ I1bUade1ph1~! ~Il' 19106._ Under the Inheritance and Estate Tax Laws of 1110 Commonwealth of Pennsylvania SUCll transfers are taxable and the liability for the payment of the inheritance tax due is imposocf upon you. as transferee. The property on which tax is hereby assessed consists of:. Tbe~1r8~ ~ & Trust Co. Account 1120-318-1 111 Joillt __ of decedeat r. 111111411 T. Zeu established 1-3-67 ----~---_._----------_. appraised by the Commo~wealth, as of the date of death, at $~98.45 SO % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT ORIGINAL ASSESSMENT Apr11 24. 1980 $ 449 .23 AMENDED ASSESSMENT s AMOUNT OF TAX DUE If you pay the above amount within three (3) months of the date of death of the decedent, or on or before 19_., you may deduct a discount of 50/0 of the amount of tax due, or " /" ~. '.l. I" ,","0"'" -------------------- .-------------------- This tax became delinquent nine (9) months after death (one year if death occurred prior to December 22, 1965 and fiftoen 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 r~te of 6 % of .' the tax per annu~ js also due as of :l:l:---+.=_19 ;; 'f-- mthe amount of /; ,I,.. Ii (II........; ,..," i. ! ../ -------------------- --------------------- * If the tax is not paid by the above date additional interest is due at tho rate of 6 % per annum until paid APPRAISED BY: TOTAL AMOUNT DUE . / i ) .____.'---'_____ ASSESSED (Inhentance Tal( Appraisel) -----.-----;---r-;-/~.' S._"':'::'..! '--~2' . , S BY:-_TL:~~=_d.~2______.:.'/f~.i:'G_e~~-- IAgenllor the Com~.on,wca\th).. . I i II {~) I //<'/ )1(.././.,,,.1(.1,,,.';, .,.-- ---..--~_.._- -. -..--.------------- INSTRUCTIONS TO TAXPAYERS /)1. ' I.. I . " 1.1. I,J.. To insure propel credit to your account this Official Notice must accompany your payment. Mail or bring it to: ., ( (, .... I J ~, Make checks or money orders payabie to. 1,('.'1 " " ./ /~" '- ,.. ( ,~). I ~ J /:'. ,I!(- l._,-, NOTE: 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 fnheritance and Estate Tax Act of 1961,72 P.S. 2485-1001. , ;: ., : II ; ~ I .. ! :_ i i C()M~IONW.:,II.TII OF 1'1.:NNSl'l.l'oINloI U~W"lt'rMBS1' OF In:V~::'a1E 1111111.:,111 OF FmLII OI'EIIA'\'IONS uo:m:IH'r,INCE TAX 1I11'ISION OFFICIAL NOTlel'; OF INIIIWITAN($ TAX AI'I)RAIHgMI'~~T ANI) J\HSESHMENT OF AHSWI'H NOT HllB.lll~CT * REV.S23 (10.18) TO AIlMINISTIlA'I'ION ---- --_.---~._,-~_.-------- ------......,----.......---.---- Date:..~.~l 24. 19a1__. County euw--daad ,.. / :- I) -' County File No. Bureau File No. ./-", (/ . _y!{;J We have received notice that, as a result of the death of Mary Z. DeLoIlO on _ 11-9 19~, you came into ownership 01 certain property tlHough right of survivorship, which was formerly owned by the decedent. . Vills.. r. Zeil TO. _-----..------ 115 Ilfntb'. AUey aUacle1ll1d&. l1a. 19106 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: 1'Iwl Fil'l!It IIIIIIk " Truat _Co. ~ '120-31.8-1 Sa jolat ... of cleeedeat & WUU.oa T. Zeu eatablf.ll1led 1.3-67 . appraised by the Commonwealth, as of the date of death, at S898.4' " SO % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT ORIGINAL ASSESSMENT Aprtl 24. 19110 $ 449.23 AMENDED ASSESSMENT $ ~ AMOUNT OF TAX DUE ' /. 11 you pay the above amount within three (3) months of 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 t e rate of 6 % of . ~" ", f' the tax per annum is also due as of: ,- -- 19~.J___ in the amount of ,/ /... ( ." ". . ,j --------------..----- ---------.--....------- * If the tax is not paid by tile above date additional interest is due at tile rate of 6 % per annum until raid --- --_._--_._._--.-._-------'~ .--,-- . '.' ,I' TOTAL AMOUNT DUE S $_ APPRAISED BY:_....___:,...-~-------.~..---.ASSESSED BY: _ I ~ ~-__ .j~ ....L~.:.~.'...;.::.:._::...~,~-- (Inheritance laK Apllra1scil . {Agent jor the Commonwealth) ! f ,o' ;'. , /., '." '.J INSTRUCTIONS TO T AXPA YERS -.----- To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: ,. \: : ,(,' I. ) ';'1 .,- , ~- / ~-- . .,')".. / Make checks or money orders payable to: ;i" .\ .J f.,~ ./ ,', . ; f.- . ,I ,> .' NOTE: Any party in interest who is aggrievbdJby this notice may object thereto within sixty days alter receipt of , .sai~,nolice as provided by s~ction 1001 of the Inheritance and Estate Tax Act of 1961. 72 P.S. 24B5-1001. ..... / '1"] "'];:'i_~Z;):,'I/~!,:fJ .,' · '" .......... I ',' I" If you have already paid this tax to an execlltOl, administrator, attorney, or oilier p"lsollal reprrl:;cnlative of the decedent for forwarding to lite COlnmonwealth. list below IIw date paid. n;'."I(! ,,,,,I ;IIItJrt;So 01 iln.: I'",;,i)n to wllom you made payment, their olficiai tille and the amount. Date Paid Nam~ ~~d[l~~r_ossoIP3y~e OlfiLial Trlle Amount Paid -_.~._---_..--- .-- ..-- . -----.- --.--....------.----....----...-."...- -- . .'. --- --.. - ---....-----. .-...-.,-" Under certain circumstances, it, after the date 01 death of the decedent. you personally paid funeral expenses or other just debts 01 the decedent, witl! funds derived Irom lire property ilerein taxed, sllch amounts expended by you may qualify as deductions against the gross vaiue of the property in tile computation oi tax due. If any such expenditures meet all 01 the three folluwing tests, it is recommended that yuu itemize the payments below, execute the affidavit, and return tllis notice. The Register 01 Wills will examine the debts claimed J!HI allow those which he determines to be proper. Tire tax will tllen be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1. You were personally legally responsible for tllese debts, and 2. You actually paid these debts and can furnish proof 01 such payment, if required, and 3, These same debts are not alsu claimed, for tax purposes. by an executor, administrator or other personal representative of tile decedent IIDndling the administration of the general estate of tile decedent or any other transferee. Date Paid SCHEDULE OF OEBTS __t:!a_rn.~2f, P~yc[::=-~~]=__~_=__=-Desc ri ptioli ofObligatT6 Ii " ------::----:===::::\::=-==-:: '" ,-, -' - ~- ' . -.1------... ----.--..., -..--..----- AinouiifPaid- 1--- - \- -- .. -... -'.'- \=~:- ._.---~_.,_._.__._---- .--..--..------ ---------------- -.--------.-...-- -.-...--...,.......--------- -------.--- ----..----- -------.--.---------..----.---...--- -------.-.--.- .----.-.-- .---_. ----------_._--------~._---.--- -------. ------------- ---.-- -.------.-----.-.-.-----.------- ---_.._..~..__._-_.-----------_. ------ ----------.-.-------.----- ----- - .--- r------ - - - .-- -- ----- ----- --1----- -------- _=~==_=-~- ---t~-~ i~~ ~--==\ .... ...~... . .-- ---~~-------- ---.----- .".-.--.--------------.-------.--.-- ------ .-------.-. -_._-----_.~---_. . -----------~--~_.-~._-_._----_.---_._._-_._~---_._-- ---" -------~~~~~-~----------~ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF ____________l SS: 1,_________llOreby certify t11at tile foregoing is a just and true statement 01 funeral expenses and other debts of the decedent,______________________________' lor which I was legally responsible and which . i did payout oj IIle property herein taxed ! further certify_ Illat to the best 01 my Imowledge and hetief, these same debts will not be claimed by any ulller person, lor inhentance tax pUlposes SWORN AND SUBSCRIBED BEFORE ME THIS_ __-------------------..------ _ _' 19 _ DAY Of SIQi\~lUrr III la~pa\l't .....----..---.-----.------ ..________ ____..__.____u___ _ ___..__.____ ___ ,__.,,___n__"__ REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register ot Wills in and lor the above county, do respectlully report that I have allowed deductions listed above in the total amount of S_____ ----------------- Date of Approval:__ RCQlsterolWlllS