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HomeMy WebLinkAbout08-11-78 (2) RCC- 3 (1-69) APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28, 1956, P,L. 1757, and Act of June 15, 1961, P. L. "373, as amended) COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS. ., Applicatian is hereby filed for the approval of on exemption from Pennsylvania Transfer Inheritance Tax on the transfer o(t~e property described below: 1. Bureau File # 21-78-199 :: :::::::::::VOI A~_(t;:'/~~~97~~ 4. Nome of Decedent Grace E. Becker U )q?f 5. The Commonwealth's appraised value af the praperty far which an exemptian is claimed is $ 1,000 00 . (Note: Where the property is other than a specified amount of cash, the -exemption cannot be approved until the value of the property has- been esrablished by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentag-e amount above). 6. Check the mann~r in which the transfer was ~ffected and submit a copy of the do~u~ent author~zing the transfer, unless such material has Ibeen previously filed. ',,', WILL 6{; DEED 0; TRUST INDENTURE 0; SURVIVORSH'IP 0; OrttER 0; (If ather, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME First United Methodist Church ADDRESS Frederick and Simpson Streets, Mechanicsburg, Pa. 17055 8. certi'fy that the information contained herein is, to the best of my knowledge and belief, true and correct. , ~/)> -t:;;. ~d.j Signature af ApplicanV~~' (/ ~ 303 Shepherds town Road Address af Applicant Mechanicsburg, Pa. ~(),/; ;( IJ--t7WA / 501 James Street Mechanicsburg, Pa. Official Title Executors Date Aug. 10, 1978 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non_resident decedent's estate. If the decedent was a non_resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Department of Revenue, 26 s. 4th Street, Harri sburg, Po. Da nat write belaw this line - Far Official Use Only Approved: For the Secretary of Revenue Referred to Bureau Headquarters Appraved 0 For Secretary of Revenue Denied* 0 (Signature af Register af Wills) HlCHAHD-l!;rMO~~A i{t\:iI:::'Itn. vr.'~Y1a;. A CUM~eou'IIiYlJIlI\ _ 1 (Initials af Register of Wills) (Autharized Si gnature) (Caunty) (Title) (Date af Appraval) (Date af Referral) (Date af Actian) * See reverse side for reasons MUST BE FILED IN TRIPLICATE This section will b. completed by Bureau Headquarters only when the application for exemption has been denied. ._- .. Date: The application for exemption contained on the face of this form has been denied because Nate: Any party in interest, including the Commonwealth, aggrieved by this oction may within sixty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeol in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. Rcc-n (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLlCA TlON FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT *' APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities 0/ a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) 205 sha. (b) The Firat Bank & Trust Co. ,of Meehanie~~urg, Pa'CaPital. . (NOTE: In describing securities enter in (a), ab Ofe, either the number of shares of stock or the face amount of registered bonds, in (b), the name of the issuing company and in (c) the c1ass:of stock or the stated interest rate and maturity date of registered bonds.) . t-tay 27, 1966 & ISSUED ON1'lar. 13. 1975 ,and having a TOTAL MARKET VAiLUE OF $20910.00 (Da.e) as of the dote of death of the decedent Grace E. Beeker , DATE Aug. 10. 1978 (Name of-Decedent) . on April 11, 1978 (Date of death) who was late of Mechan1esburg, Cumberland, Fa. (Street and Number) (Post Office) (County) (State) The securities are registered as follows: Grace E. Beeker (Name or names in which certificates are registered) Gilbert: M. Becker, 303 ShepherdstOWtl Road, Mechanicsburg,Pa. ~~~l'€lJ!o) Sandra K. Coover, 501 James Street. Meehanicsburg, Pat 17055 EXECUTORS) (Name) (Add,e..) NAME OF APPLICANT Gilbert M. neeker .. - 303 Shepherds town, Road COUNTY FILE NUMBER 21-78-199 ADDRESS OF APPLICANT Mechan1csburg, Pa. 17055 I BUREAU FILE NUMBER SIGNA TURE OF APPLICANT fi-l JJ ~ofld/Pf1- ~#-d"" / NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS A~0~~T'WILL No~7- - '--/ CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES Q.. /r~-..9" . DATE_^lff 1/ _2/f I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act 0/ June IS, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Trans/er the herein described property operates only in reference to the estate of the , above-named Decedent. '*, (~i8rt\WII'[) ANDIllStl'"il 1'~,~~Jnf~~~ ~~~:~ - ~ oun.y) ~ (Title) Rcc-n (9.-68) COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT '*' APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made far consent to the transfer of the fallowing securities of a Pennsylvania Ca'rpardtian or a National Banking Association located in Pennsylvania: .-' DATE Aug. 10. 1978 (a) 300 shs. (b) Ohio Casualty Corporation (c) Common (NOTE: In describing securities enter in (a), ab Ofe, either the number of shares of stack or the face amount of registered bands, in (b), the name of the issuing company and in (c) the class of stack or the stated interest rote and maturity date of registered bonds.) Mar. 4, 1970 & ISSUEDON--1"n, 3, 1978 ,andhavingoTOTALMARKETVA'LUEOF$6900.00 (Oate) os of the date of death of the decedent, Gra~e E.Becker (Ntlme of Decedent) , an Ap,.n 1). '978 (Dtlte of detlth) who was I ate of (Street tlnd Number) Met'h"ni CSh11"e, (Post Offjce) f!1nnh",,. J AnO . (County) lla. (Sttlte) The securities are registered as fallows: Grace E.. Becker (Ntlme or names in which certifictltes ore registered) Gilbert M. Becker, 303 Shepherds town Road, Mechanicsburg, Pa. ~ Sandra K. Coover, 501 James Street, Mechanicsburg. Pa. 17055 EXECUTO~) (Name) (Add.ess) NAME OF APPLICANT Gilbert M. Becker 303 Shepherds town Road COUNTY FILE NUMBER 21-78-199 ADDRESS OF APPLICANT BUREAU FILE NUMBER SIGNA TUR E OF APPLICANT.'/j-1'1' NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLlC TlON, IT WILL NOT-B CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATEQl I/~ 19'7JY I hereby consent to the transfer of the above securities now registered in the name of the afa~~aid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject 'pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June IS, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. ...{ ,.;'~~r.","~". ,;" This Consent to Transfer tlie herein described property operates only in reference to the estate of the \ '. obave-named Decedent. ..~ *~ Signed far the Secretary of Revenue B (Signature) <- ., RfCHIi. "" c'.. IllJO"'iIOlI'l REGISTER OF WILLS (TI I~:)':'::::-::...;;;; =:;:';~"(.C ) t e" > ounty ~