HomeMy WebLinkAbout80-00589
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~Rcc4:(lInel' COMMONWEALTH OF PENNSYLVANIA . .
hNO>J" 06,3399 DEPARTMENT OF REVENUE
a .' '. . OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
II"
...
; RECEIVED -------------------nq fnmDll1m
PI
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.. 'om:
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l ldr."
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If
II
I' S Fil. No.
I: 1/
, IS Date of Payment
I, Ii
I: i Nom. 01 Decedenl MARYlmTBWARD
Counly Cwaber1and
1emorks:
...~
II:1.i. Y _ Smith
A TXTR~ll1 &-3]/] OO-------------------tIGlIors
representing Pennsylvania Inherllonce or
E!.tole lox due from the following estate:
130 B. Garfield Street
2c;c Tax on
s
s
8hfppan.burv,
Pa.
17257
6f/t Tax on
s
s
21-80-589 Dole 01 Death 1-31-1~
lSc;.., Tal( on
s
s
"PAID IN JroLL"
TOTAL TAX CREDIT
less five perccnlum of lox if
paid within three months after
date of death
Plus interest 01 the role of
_%from
s
116_~~
I
e
Oct.ober 9. 1980
'7, Tal( on S
Estate Tax, Acl of
Moy 7, 1927
s
s
s
10
s
'iJ'OO 0 [p[L~@illln~
SEA l
TOTAL AMOUNT PAID
\
116.33
NOTE: This Triplicate Receipt to be ,eleined for euait purpose..
.../'.
/
Received by
NOTE; 10 accepling Ihe Ironsler inherilonce laJ on lulure eslolln, prior 10 Ihe dealh allhe life
lenanl or tenanllar yeon, as evidenced l-y Ihis receipt. iI is undentaod Ihat Ihe Commonweohh ,hall
nol be precluded or preveoled Irom herealter aueuing add,tional inheritance 'OJ 01 the dealh ollhe
/He 'Inonl or lenonl lor yeofs whlntvlr II oppear!. Ihat such addilianal lal may be legally duc and
collectible for any reason whol!.oever.
r--------------------------------------~--
REV~~~ 110~7!,,\
...-'
cmIMONW~:AI.TII 01' I'~:NSS\'I.\'ANIA
-- m:I'AIITM~:ST Oil ltt:n:NlIE
1I11ll~:AIJ OF FIEl.Illll'~:II'\TIOSS
INllt:IUTASn: T.IX 1l11'ISIOS
on'ICIAI. NOTIC.: OF INIII,:nl'rANC.:
TAX AI'I'UAIS.:MENT ANIl ASSESS~IEN'I'
OF ASSETS NOT SI!II.1EC'I'
TO AmllNISTIL\'J'I0;-\
*'
I
-~---_._-
_m_______.___. - -.--~-----.
Date:_ Sep~r 10, 1980
County Q~rl..s
J (" r.: tA)
County File No.;": - cO - -.,~
Bureau File No.
We have received notice that, as a result of the death of llary SteWard
on 1-3L-19~, 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 lhe payment of the inheritance tax due is imposed upon you. as transferee.
The property on which tax is hereby assessed consists of: C Irltolth natlClll&l llak CMck1l1& .celllllll"
f412-70111SoS ill JolK __ of de,*,ea~ or Kisle Y. StIlth eatabU.hecI 6-14-74
appraised by the Commonwealth, as of the date of death, at S 401.50
SO 'lO of this amount is taxable at the rate of 15 %
AMENDED ASSESSMENT
'-'1'lATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED OEBTS
NET TAXABLE AMOUNT
ORIGINAL ASSESSMENT
Selltuber 10. 1980
S 200.75
S
200.75
204.90
none
.~ 00 . '1-5
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
5 % of the amount of tax due, or
/ 3(\ ) I
none
.--- --------- - - -- --_.
.------------------.-
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 600 of
the tax per annum is also due as of' .19___.
in the amount of
------------- ------
-- - _.--------- ----- ---~
" If the tax is not paid by the above date additional
mterest is due at the rate of 6 % per annum until paid
--j------
S Q'J.II
none
s
TOTAL AMOUNT DUE
. 'J
___ ASSESSED BY:..-i~~~ii.#c;nni;,;iaiih~)-C..::.':'c.:...:-~~-----
APPRAISED BY:
.",1,'(
,
"
(Inheritance Tax AppraIser)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
XXItX
Mary C. Lewis, Register of wiUa
To insure proper credit to your account
this Official NOlice must accompany
your payment. Mail or bring'-it to:
Register of wiUa Offi~
cUlllber1and ceutlr CourthOUSe
Car1ia1e, Pa. 17013
NOTE: Any party in interest who is aggrieved by this notice may object thereto within sixty days affer receipt of
said notice as provided by Section 1001 of the Inheritance and Eslate Tax Act of 1961,72 P,S. 2485-1001,
C:U:,::,::U:'LlC\lr:- .L:J~~iSl!:R. OF 'NllL5 COP'f.
If you havc already paid this lax to an executor. administrator, attorncy, or allier personal rcprcscntativc oUhe
decedent for forwarding to the Commonwealth, list below the date paid, name and addrcss 01 tire pti1sun to. whom'; .
you made payment, their officialtillc and the amount.
Date Paid
Name an~~ddrc~~~o~ P3Y~~
Ol!rcral Tille
Amount Paid
-.---.--.--.--- ..-.._.~-----_.-
--------------~..__.. --.--'-
--- ----~.._._---_. -.----.
Under cerlain circumstances. if, alter the date of death of ttle deccdent. you personally paid funeral expenses
or other just debts of thc decedcnt. witl1 funds derived Irom :tie property IlCrein taxed, SUCl1 amounts expendcd
by you may qualify as deductions against the gross valuc of the property in the computation 01 tax due. If any
such expenditures meet all of tiw thrce 101l0wing tests, it is recolllmcndcd that you itemize thc payments below,
execute the affidavit, and return this notice. The Register 01 Wills will examine the dcbts claimed and allow those
which he determines to be propcr. Thc tax will then bc recomputed and you will reccive an amcnded assessment
of tax,
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1, You were personally legally responsible lor thcse debts, and
2, You actually paid these debts and can furnish proof of such payment, if rCQuired. and
3, These same debts are not also claimed, for tax purposcs, by an cxecutor, administrator or othcr
personal representativc of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Name of Payee____ t_._.D.eS~!iPti-O~(J..rtlbTi9atiQIl.:-~-=: l=-~~-.}~gun!"paid
cllla...J4.-S!Ilith _RooIIl_&_Board.attime. of-.. d' _____. .' __._.m.
~ __f.uneral.--, ._ ___._._.._. _ _____$__lQ.Q...QO__
eral.d..P_~Smith~...J'amilY-.funeral_flowers - -- .---.----.
eedles-F~OWers--= '::'_Ch::~:~t n~18a~ed~ tb~~U9h~~t ~.~ .----.-::.. :._9_~...Q9__-
I ~ank_untiL2-!l~80-_-- _____;L~.~O
nd-train To__pay_round-trip-fares---
I from_Shippensburg-to-Phi.
J-----1have..no...receipts--for-thiB..
_ _~____i~=l_ ~ ::::~~=~~ ... m Z<"Oll-
. .--. i===.~=~=--==--=--='----I-'-
r----~-- .~_~~_...::=_=t--=-_.=.::.~-=~ ..::---~ ' --':=.'= --' - :=1==--:==~-
TOTAL S
204.90
---------_..~~-' --. --- ---. - -..-- .---- -------.---.----
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF
CUMBERLAND
I, Elsie Y. Smith liereby certify that the foregoing is J just and true slatement of funcral expenses
and other debts of the decedcnt,_.....JoI.ll.J::i.e._s.t~.ward,.-_._. for which I was legally responsible and which
I did payout of the property i1ercin taxed. 1 further certify, tliat io tlie best 'Jf my ~nowledge and belief, these
same debts,'Iill not be claimed by any other person, lor inhcritance tax purposes.
1._ ~DA Y OF
SWORN AND SUBSCRIBED BEFORE ME THIS
<;let. ___1~_O__.
Elizabeth K. Taylor
Shippensbu!'9. CUmb. Co
-'Notary-Pubhc-I!Xp-;-9-;L9-~~PORfbFREGISTER OFiNfLLS-- .- ---~._---
I, the undersigned, duly elected Register of Wills in and for the ibove county, do respectfully report that I have
allowed deductions listed above in the total amount of S~tH/--,-5'..a
Elsie Y. smith
/s/
s"Qn-;ilure Oilix'pa'y-e;-
Date of Approval: I IJ!- .Rlga.---------.-~
~22~-(L J;. ~
Realsler~-~llls t7 ~
'.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
'*'
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
COUNTY FILE NO:
;) 1- rO - 51'7
,
Y
,
DATE ILl (i / r;, '/0
:,:':1'tr ~~~y
(~. J i}f.,J,
\\ .
DATEOFDEATH (. J'., <, ) I q?'o
\.) - ,..,
TO:
JJ~..-:" . ~ ~10;.
/~. '\i:r '-<'&~~7
I",::.";
COUNTY
Appraised Value of Estato:
Real Estate
s
Personal Property
+
Jointly Held Prop.rtylTranslers
+
Total Gross Estate
s
Total Approved Deductions
CI.ar Valu. 01 Estate
s
Less: Approved Charitable Exemptions
Clear Valu. of Estate Subj.ctto Tax
s
Amount Taxabl. @ 6% Rat.
s
tax due
s
Amount Taxable @ 15% Rat.
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE S
II(;~~
.****.
will b. granted il th.
A five percent discount totaling
Inheritance Tax is paid bV
$
Less Credits:
DATE OF PAYMENT
AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$ //b~3:;>... + $ $ = s I / t., :3_-2,
+ =
+ =
/0. 9-{O
Interest accrues 8t the rate of six (6) percent per
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
annum
is
$ (1)1 J), '1,~j
/ ~ \
"--'.-: (,~"
As.....dby: ('y, G r -- ,; n
. . Agenlfortheeormonwellth ..
See Informalton on Reverse Side --/. _ t
;<!iJ:"L!i C (--t.a_-r-.;~-k ~ {jj \H~-
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
~,.
"_,CO, , ();>;II'.:,II.TII (1\0'..'.:;>;;>;"\"1.\',1;>;1.1
nt:I'.Il1nn:ST IiI-' lII~n:sl;t:
Illmt:.I11 (lI-' 1-'1.:1.1I OI'.:Il,ITlO;>;";
l;>;m:llIT.I;>;n: T.IX 1111'1,,10:\
OFFICIAL NOTIC": OF INm:IlI'I'ANCE
TAX AI'I'IlAISE~n:NT ANIl ASSESS~mNT
OF ASSETS :0.'0'1' SI'II,mCT
TO Allm:o.'ISl'IL\TIO:o.'
..----..-----
__ ----__._--0
TO: .l!mJ. liIIl1t"--
130 E. G.rfu..~.
Date: Septllllbcr II!. 1980
SlalPJl -~bIIq. 1'.... 172S7
County ~--d.pd
County File No,.--a..J~ 0 -J:;!J'fI
Bureau File No.
We have received notice that, as a result of the dealh of UaQ-Bt..-rd
on .h3l.191Hl-, you came into ownership of certain property through right 01 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 consisls of:C/;I ---ltb "tl--1 Savt... .........1I.t 141.12SlUIfos..,
fa. ~tllt ....._0. ~, ~~ ft'P ItIAt. ~r.h aat'.hlfa1tad 5~..9-
appraised by the Commonwealth. as of the date of death. at $ 775.53
11X1 % of this amount is taxable at the rate of _.15- %
ORIGINAL ASSESSMENT
AMENDED ASSESSMENT
DATE OF ASSESSMENT
. TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
!lop"""""r 1 (). 19eo
$ lli.s3 $
AMOUNT OF TAX DUE
If you pay the above amount within three (3) months of the
date of death of lhe decedent, or on or before
19_. you may deduct a discount of
5 % of the amount of tax due, or
fl1 )':.. ')-:j
/ I . '.
. /' -.: ~
.y, ,_l..:..>
--------------------. .--------------------
This tax became delinquent nine (9) months after death
(one year if death occurred prior to Oecember 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 annum is also due as of' 19___.
in the amount of
- -- ------ ---- - --- - - - --------- -- - ---- -----
" If the tax is not paid by the above date additional
interest is due at lhe rate of 6% per annum until paid
TOTAL AMOUNT DUE
APPRAISED BY: \i, /, -' "
"""-'{Inheritance. ~ax AppraIser) ,
--r/
$. Ie.
~.'",:::;
$
ASSESSED BY' . , I. ,I i - ,.:' ~,:.../
. '-(;\gfullloT l~i Comnionwealth~j
INSTRUCTIONS TO TAXPAYERS
q/-~C)-5~r
ll--/~I _ I
To insure proper credit to your account
thiS Official Notice must accompany
your payment. Mail or bring it to:
Reaister of w11111. O~fic.
CWI1)erl&na COllnty CourthOUSe
carU.le. Pa. 17013
Make checks or money orders payable to:
Mary C. Lewis. Register of wills
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 Inheritance and Estate Tax Act of 1961. 72 P.S. 24B5-1001.~__ o~J
. ",_ " ,0' ~.,._ ,- '.' -, ,- .- -.' ~-----
OU.'-'Ic.!.U,'L!Ct\li..:-f:":';I":':[~ 0,- .',ILL-J 1.....01-\. ./
OFFICIAL :'>O'l'ICE OF I:'>IIEIU'I',\"CI':
~~.,~
~H ~ "
t.t. ,-.
~t~~'" )
AE "
.-
'-'CmD!OSWEAI.TII OF 1'~:sssn.\'.\SI.\
Ilfo:l'AIITm:ST OF lu;n;sn: T,\X ,\I'I'IUISE)IE:\'I' ,\:\Il ,\SSESS~n:"T
IIlJlU:A\.1 nt' FlEW c)1'~;IUTIc)SS OF ,\SSE'I'S :\0'1' SI'Il.l E( ''I'
ISW',llll',\S"I'~'_'_l'AX Il1\'1SI','.S~ ~.~ .l~._..~.~
< ~ ~ TO ,\Il~II:\IS'l'IL\TIO:\
---" -------------- - .--.- -.----------..-..------.---
_ .____m ______.____. .~.___._______.__.
TO: 1181e Y. Smith
DatLSf:~~~~,"-1~._~9!ll.
--------------
130 E. Carfield St.
County CU1llborland
County File No. .;,.? / -. ;;..t>-f:::;--1--
Bureau File No.
ShippolllJburs. Pc. 17257
We have received notice that. as a result of the death of~_._,!lary Stewcrd
on 1.31.19~. 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 inherilance tax due is imposed upon you, as transferee.
The property on which tax is hereby assessed consists of:CO-.>nwe41tb tCtlU0I81 Savings AccoW'lt 141-1235065-9
111 loiDt nwaa of decedent or Elsie Sllf.tLl!j;_t!1bUshcd 5-U~
appraised by the Commonwealth, as of the date of death. at S. 775.53
100 % of this amount is taxable at the rate of 15 00
AMENDED ASSESSMENT
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
Sept,...Mr 10. 1980
S775.53
S
'i qt., . '",3
/- I} r.,., .::S.3
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
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 rale of 6% of
the tax per annum is also due as of' 19
in the amount of
------------- .-- ----
--------------------~
* If the tax is not paid by the above date additional
interest is due at the rate of 6 % per annum until paid
S- ;off) IS. 3-<
S
TOTAL AMOUNT DUE
APPRAISED BY', (;"/;. " , .,~
-<-r:1 .t: 't.' . 1/.
(lnhentance Tal( Appraiser)
", I. ' J/
ASSESSED BY: .-'ifg(;II~.;I.0om~lO~weallhlf ({.~Z J
i
INSTRUCTIONS TO TAXPAYERS
--.-.--..----.-----
Make checks or money orders payable to:
Mary C. Lewis. Register of wills
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
Req~ster of wills office
Cutlll>erlanC1 county Courthouse
Carlisle, Pa. 17013
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 Inheritance and Estate Tax Act of 1961. 72 P.S. 2485-1001.
iUI'llC:.,l[.. /'.'./:,,: 'I':) i,1:: :1_\',:: "1;\1:.( vi .~~'.l ',:',:~.
\[ jllL 1fV\t'J~)1 fL[[ C~_,,\ ...',::) U:.~',;;) :.t'J:J [:::L,,<:.lIO:'~S.