HomeMy WebLinkAbout03-01-78 (2)
-
-
.
..
....".
" ,-. .,~.:. "'~'.."
,
fitCCJ134 fl 0-75)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENl:E
BUREAU OF COUNTY COLLECTIONS
INIlERITANCE TAX DIVISION
OFFICIAL NOTICE OF INliER ITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
'*
TO: Doria A. McClintock
7}1 V. 16th Street
Date:
Ie
County
(\ ./-/ /.
L/ '
Merch 1, 1978
~ d. I,
CUllIber land
New C.iberland, PI. 17070
County File No. ~ I ?){ - / :3/
Bureau File No.
We have received notice that, as a result 01 the death 01 Etfie I. Born
an JlIJ1WU'Y 7, 19~, you came into ownership 01 certain property through right 01 survivorship, which
was farmer Iy awned by the decedent.
Under the Inheritance and Estate Tax Laws 01 tf\e Commonwealth 01 Pennsylvania such translers are taxable
and the liability far the payment of the inheritance tax due is imposed upon you, as transferee.
The property an which tax is hereby assessed consists 01: Joint Account #002-:10..11"9 at tbe State
Calli tal Sa-rinp lit t_n in the "--~IJ of the decedeJlt aDd niece. ACCOW1t e.tabli.m.d 9/24/76.
appraised by the Commonwealth, as 01 the date 01 death, at $ 14,::>"-94
'50 % 01 this amount is taxable at the rate 01 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$
it),"" /, I
'( I cKd
/' -, -;'
., Of II
V'!
DATE OF ASSESSME'NT
T AXABL E AMOUNT
LESS: ALLOWED DEB TS
NET TAXABLE AMOUNT
$
'II <, ,,! ,/ '/
AMOUNT OF T AX DUE
J. \( 'x' :1';
t .\ L_
If you pay the above amount within three (3) months 01 the
date 01 ,d.eath 01 th~ ~cedent, or an or belare fl e ,.-
I 19", you may deduct a discount 01
5% of the amaun t 01 tax due, or
_ _ _ _ _ _5_.j~ 'f~
This tax become delinquent nine (9) months after death
(one year il death occurred prior to December 22, 1965
and lifteen months il death occurred an or after
December 22, 1965 but prior to June 17, 1971) and in
addition to the tax, statutory interest at the rote 016% 01
the tax per annum is also due os 01 * 19
in the amount 01
*If the tax is not paid by the above date additional
interest is due at the rote 01 6% per annum unti I paid
TOTAL AMOUNT DUE
$ ) 'J I 'l . 'J :, $
ASSESSED BYf}(, (J. 0./, J. ;. C,'c-;rk
(Agent for the Commonwealth)
APPRAISED BY: ...... ,..' .--
(Inheritance Tax Appraiser)
."" - <714dl
'\ .,
INSTRUCTIONS TO TAXPAYERS
Register of Wills
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
Richard E. Anderson
Register of Wills
Courthouse
Carlisle, Pa. 17013
Make checks or money orders payable to:
NOTE: Any party in interest who is aggrieved by this notice may abject thereto within sixty days after receipt 01
said notice os provided by Section 1001 of the Inheritance and Estate Tax Act 011961,72 P.S. 2485-1001.
TRIPLICATE-MAIL TO THE SECRETARY OF REVENUE IF THE TRANSFEREE CLAIMS DEBTS AND DEDUCTIONS
If you hove already paid this tax to on executor, administrator, attorney or other personal representative of th;
decedent for forwarding to the Commonwealth, 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 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 011 of the three following tests, it is recommended that 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 he proper. The tax will then be recomputed and you will receive an amended
assessment of tox.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1. You were personally lega IIy respans ible for these debts, and
2. You actually paid these debts and can furnish proof of such payment, if required, and
3. These some debts are not 0/50 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. .
Dote Po id
----.fu~le of Payee
E S
Description of Obli
9 a t i 0 n A m 0 u n t P 0 i d
.
-- ~.
-~-- ----- --
-- -. -----------~ -
--- --- -_._-~-- _._-~ .-. ~._-- .. -. . .. .. - __n --~-
-. --------- -- ------ ----~- 0-__- .. - - -. -
-- ----- .--- -- - .. .- - -~ -- - - - --- - -- -- ---
.--- .. .-. --
- .- -- ---
--. .. n -- ~----- -
- - .. -------- -- - ---- ------ - -- .-
-- - - - - - ... . - - - .. - . .- .. w - .- --... - .. - --
- - ----- - - - - ... .. - .-- .. - . - - -.. . - .-.-
..--.. -. -- -- -- - -.- ..
- - --. ---- -- ... - -- -.. ---.
-_._----~- --- ------.- -
F -~--
(attach
COMMONWEAL TH OF PENNSYLVANIA)
I
I
I
'_'_.__.______.______..____________,_______________________l
separate sheet if required)
TOTAL
$
SS:
COUNTY OF
I, ___ hereby certify that the foregoing is a just and true statement of funeral expenses
and other debts of the decedent, , far 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 II 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 report that I
have allowed deductions listed above in the total amount of $
Dote of Approval:
Register of Wills