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HomeMy WebLinkAboutOC1969-0613 - ESTATE OF SHAFFERIf you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list b:lo.w the date paid,name and address of the person to whom you made payment,their official title and the amount.I'" Date Paid Name and Address of Payee Offidal 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 proper.ty in the computation of tax due.If any such expenditures meet all of the'three following tests,it is recofn~enjded that yO,u itemize the payments below, execute the affidavit,and return t~is notice.The Register of Wills will examine,Jhe debts claimed a..nd allow those which he determines to be proper.The tax will then be'recomputed and you will receive an~am~rided assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ..,~{..tf A ~ 1 -You wer~personafiy legally're'spo~sible for these debts,and ;i 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. Date Paid Name of Payee SCHEDULE OF DEBTS Description of Obligation (attach separate sheet if requ ired) TOTAL $ Amount Paid COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a 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 further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Si~nature of Taxpayer' 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 $" Date of ApprovcJl:_ Register of Wills,..\ I Form:RCC-2 May 22,1969COMMONWEALTHOrPENNSYLVANIADATE.................................................................................................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY .......WA.Sa..lN.G.T..QN................................... BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...............~..~..=.~..~.::::.~.~.~................................. Whereas,FLORENCE E.SHAFFER WASHINGTON......................................................................................................................................................late of ............................................................................................................... in the County of .................~~.~~.~.~~~.?.~...........................................................................Commonwealth of Pennsylvania,having died on the ..........................................:t.~~.h....................................day of .......................~.~.~~~~.:lJ'.....................19.....~.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY an appraiser duly appointed according to law,•••••••••••••••••••••.••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••:5' having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance rax Purpolea $ JT HELD PERS.: Jt.Bank Acct.#83-4-827777 held in the PITTSBl RGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.,in 1he names of MRS.FLORENCE E.SHAFFER or MRS.MURIEL SHAFFE R GORDON.Opened 10-22-59.Balance as of date of death $1,180.49 One-half taxable 590 25 , . ~ Having been duly sworn according to law,I do hereby certify that the above appraisement is made in cg§- formity with law on this 22nd day of M~.y....................................................................................................19 . Appraiser (lfumber and Street) .................................WASHING.TON...................... ,Penna. (Post Otllcel WA.SHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....................·······FLORENCE.·..E·.·····SHA·F·FER..... Deceased. Late of WASHINGTON Date of Death,f.~.a..L 1..9..."1..9.9.Q . Appraisemel!t Docket Vol.,3.7 . Page,No J:>..~.~§..~.~.§J..~. Filed in Register's Office,M~.y z..:Z 19 9.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. ~; .t