HomeMy WebLinkAbout03-01-78
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX IllVISION
OFrlCIAL NOTICE OF INHER ITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
*'
f*:;C-1:J4 \'10-75)
TO: DoriII A. J!lGCUatook
731 W. 16th Street
Date:
J
County
Ifuoch. 1. 1978
,
C;......lud
... ~whr~. PA 17070
County File No.
Bureau Fi Ie No.
We have received notice that, as a result of the death of itti. I. Ifonl
an J_~ 7. 19~, you came into ownership of cer OIn proper r ugh right of survivorship, which
was formerly awned 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: .L.i..t Ao4l -Lt
~....1 .......... Ir ,,--- i.a ~ha" - at *hA .. -.. t --~ Dieee.
~ll"lQ at t:_ a'tate
A. L -~""'i""-lI 9/~~
appraised by the Commonwealth, as of the date of death, at $ 11&,....L,.
,a % of thi s amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
T AXABL E AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
;1'
. i. I ! j "111'"
1'1 rX ,,), 'I '/
$
$
IJd.d ~/,/
AMOUNT OF TAX DUE
10(.937
If you pay the above amount within three (3) months of the
date of death of the decedent, or an or before /1:'
19~, you may deduct a discount of
5% of the amaun t of tax due, or
-' "~i' ,
- - - - - --'-,-~ - ':::::.
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
add ition 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 the rate of 6% per annum unti I paid
TOTAL AMOUNT DUE
$
/ -'
$
(Inheritance Tax Appraiser)
ASSESSED BY: . Ie {" ( . ,
(Agent for the Commonweo lth)
,'-'-'
;'~ ; '<'
APPRAISED BY:
INSTRUCTIONS TO TAXPAYERS
Reg1ater or Willa
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
Make checks or money orders payable to:
Riobard E. Anderaon
ReKister or Willa
COUl'thouse
Carli.le. Pa. 1701)
NOTE: Any party in interest who is aggrieved by this notice may abject 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.
"J ....
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lo-ry-?-cZ
QUADRUPLICATE - REGISTER OF WILLS COPY
If you hove olreody poid this tox to on executor, odministrotor, ottorney or other personol representotive of the
decedent for forwording to the Commonweolth, list below the dote paid, nome and address of the person to whom
you mode payment, their official title and the amount.
~
Dote Paid
Nome and Address of Payee
Official Title
Amount Paid
Under certain circumstances, if, after the dote 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 os deductions 'against the gross value of the property in the computation of tax due. If any
such expenditures meet 011 of the three following tests, it is recommended thot you itemize the payments below,
execute the affidavit, and return 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 on amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1. You were personany legally responsible for these debts, and
2. You actually paid these debts and con furnish proof of such payment, if required, and
3. These same debts are not also claimed, for tax purposes, by on executor, administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHFnl1l F 0 F D E B TS
D 0 t e P 0 i d N om e 0 f P ave e D e s ~ t i 0 n 0 f 0 b I iaa t i 0 n A m 0 u n t P 0 i d
.. _.~-~. -~- -- ~ ~___'n..._.._ -.- - ~.
----- _..~-~-- ----- - ------- ..- .. -------- ------- -----
. ..~ ~-- -- ----- ---------- ---- ----
I----~- - -.---- -- --- -~ -~ ----- ---- - -~ -- --- -------
~_..- -..
..
--.- -- . - ---- ---- -- .__.__________n'___ ~ -,----------
I---~-- ------~- -'-- ----'- --.. -- - -- .--- ..
'---- -- ----- 1----- - ---- --.---- .. - .._-~- -- .- -- -----
------ - -- -'-..-" - - - ----._- '----.. _. - .- -- .. --~---- _. .-- - -'0- -
-- --'-'- "'.-- --- ----- -- - -~ ~- ---- -- ---- '-_.--- --. --- - ---, --..- - -- -'------ ------ ----
--- -- "----- -~._--- -- -------
- -- -- ----.---.- .- --.-- '---'-
-- ----~-~-~- '----~- -----'--.-.--.--.---- --
T 0 T A L $
------.'-- .- ~-,._-~_._- .- -. - _.__w__~._ - ._____u -.-,'- --.- __n_ - - -- -_.~._-_.- ---- -----'- - -.
(attach separate sheet if required)
COMMONWEAL TH OF PENNSYLVANIA)
SS:
COUNTY OF
I, hereby certify that the foregoing is 0 just and true statement of funeral expenses
and other debts of the decedent, __ , for which I was legally responsible and
which I did payout of the property herein taxed. I futher certify, that to the best of my knowledge and belief,
these same debts wi" not be claimed by any other person, for inheritance tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS
19_.
DA Y OF
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully repo;t that I
hove allowed deductions listed above in the total amount of $
Dote of Approval:
Register of Wills