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Home My WebLink AboutOC1969-0890 - ESTATE OF POGEROFFICIAL NOJ"ICE..S.F INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION COMMONWEALTH OF PENNSYLVANIA DEPAJHMENT OF REVENUE BORE-AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RCC-134 (8-65) iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;!;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;/;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii:i'.. TO:_---lEo:.uT.......T'"""Zu:lAuBFl.:I.~T.u.H.l....-.lJHELIoIOIoIoI.EIoioIIN.J.........!.P..JoO~G!:!ER~_ R,D,#2.BOX 317 Date:__----JlJ!.l:!ul=.y~1:.l::8:.J..,.....:1~9~6:..L9 _ County W..I/JU;l,a,w.sh.u..J..n"U"~~S>.Jtp~nL-_ CANONSBURG,PENNSYLVANIA 15317 County File No._ Bureau FiIe No._.....;c......;3 6-<L'---./_f...;...~_o__ We have received notice that,~XXXXXXXXXXxxxx.xxxxxxx:xx on Jlme 28 19~,you came into ownership of certain property through~~ ~Transfered from,Mrs.Elizabeth Poger,deceased. 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 ass.essed consists of:J±.Sa,dngs Acct.#19716 held in the Eittsbllrgb National Bank.Canonsburg Office,Canonsburg,Pennsylvania.In the names of EI,TZABE1H EGGER of ELIZABETH HELEN POGER.Opened 1-11-63.Balance as of date of death / appraised by the Commonwealth,as of the date of death,at $2,14.9.40 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE 64.48 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Sept I 28 19 69 i you may deduct a discount of 5%of the amount of tax due,or _-3....22._ D This tax became delinquent one year after the date of death of the decedent 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 the rate of 6%per annum until paid· TOTAL AMOUNT DUE $64.48 $==================.. APPRAISED BY;:/--r:~~~~~~~f'--_ASSESSED BY:!2dd~ iser}(Agent for thE'Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: '/,/1~!(over) t~-/'l·fjeJ To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount.~.•~ •.14..,~... Date Paid Name 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 all 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 be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible'for these debts,and 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.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA). SS: COUNTY OE _ 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 __. Si gnature of Taxpayer REPORT OF REGISTER OF WILLS o I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions lioSted above in the total amount of $_ Date of Approval:_ Register of Wills DEPARTMENT OF REVENUE BUltEhU 01'COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENlf INHERITANCE TAX APPRAISEMENT DATE Augu5.:t 6.".19..6.9 COUNTY w..?:.~h.t.!.!g~2.!l:. FILE NO.63-69-890..........................................................··········································1 Whereas,~~.:~.~~~.~.~~.~.~.~~~9.~.~.~late of q~.?~.~~.'!:!.g . in the County of W9:.§.ht.ngt..QP..Commonwealth of Pennsylvania,having died on 28 th .6.the ..............................................................................................day of .........................June........................................19.......9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.......................................w..~.g.!.....g.h§.P.:~.y.........................................................,an appraiser duly appointed according to law, 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 life 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ JT.HELD: Jt.Savin s Account held int the Pittsburgh National Bank,Canonsburg Office.Canonsbure:.Pennsv1vania. In the n~mp.!=;of Rl;7,,qhp.t.h 'Po",P.,..n ...Hll;l7.!:lh",tl1 J.J",1 rl., POO'P'T'.1,07L.70 Total 1 07L.70 fonn~;~~hbl:':~u1:h~wOO"l1ae<:<l'2~::~a~:re:b~~~~:;:t~=..~~~d~$<. Ap .8e..........................·..·Z·......··..·:;Jji~..............................·....................................................~-.?/:~~;:;~;).Penna ·WA.SHINGTQR..........................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .ELJZABE.TI:L.P.QGER ... . Deceased. Late of .....CANON.8BURG . Date of Death,June..2.8.,19.69 . Appraisemel!t Docket Vol.,.. Page,No..6.3::::.69.~.89Q . Filed in Register's OtJice,...A:q.g]J.~.t.6.19 69 Amount oj tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal j1'om Appraisement,. Entered and charged,. ,", •]- i