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HomeMy WebLinkAboutOC1970-0320 - ESTATE OF CARMICHAELRCC-43 (6-64) .1•COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBIJRG,-.. j I . NOTE:TO BE SUBMITTED IN TRIPLICATE 2-4...70 ,... Pennsylvania Department af Revenue Bureau of County Collections Finance Building Harrisburg,Pennsylvania , Dear,Sir: I· t•• ;"Pursuant to Section 742,Pennsylvania Inheritance aad Estate Tax Act of 1961,we herevfith submit ;he following report: Vt REPORTING FINA~CIAL INSTITUTIONS Mellon liatianat Bank.Trust CompanV r ADDR'ESS Main'HcCltire Streets.Bur8ett~BtoW.Pa.15021 ACCOUNT HO.OF JOINT OR .. TRUST DEPOSIT OR INVESTMENT _--=3S=2~..-,,-14=',--,,3<--_____________/ NAM(S ON ACCOUNT ...,~!/ OR INVESTMEHT !Mrs;Isabel tttllor ADdarl901l Carmleb8.el /.?)~ ,"""--_.--'----,.- ~ DECEASED JOINT DEPOSITOR," TRUSTEE OR INVESTOR .\'Anderson ~hmtchael ~ADDRESS Langeloth,Pa.:15054 ~I DATE:OF DEA.TH 2-4-70 } SURVIYING DEPOSITOR,~. BENEFIC,IARY,OR ,It-IVESTOR __X=;.;,s;;..;;Q,;.;;;;be...,.·...;;;.,l....:;IU.=·:.;;:.1.::.,1 _ ADDR ESS Larigeloth,Ita.150$4 t RELATIONSHIP TO DeCEDENT ~Sist'eJ:. DATE DE POSIT OR INVESTMEN-T----:;~,...---"··---:...'---------;;------------ wAS ESIABUSHED •'eb.26,19~v .~ BALANCE AT DATE OF DEATH $-;-~._-:=-19:...::2:..:t:.::.·...:.:..21;::..,._ :i i..,,. I<,.OJ ~-------_.__.. 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 pai.d,name and address'of-the perSO:l to whom~' you made payment,their official title and the 9mount."'..,.'. ~, Date Paid Name and Address of Payee ~~Official Title Amount Paid ..it Under certain circumstances,if,after the date of death of the decedent,you personally paid fun~ral 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 debt~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 personal 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 ........n A.~Jl .)-~rd-~ '7"/'0 /;,;J 9.A #--cJ . TOTAL $/,?1.fJ d-d (attach separate sheet if requ ired)/ Signature of Taxpayer I,d true statement of funeral expenses an 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 he claimed by any other person,for inheritance tax purposes. SWORN AND SU SCRIBED BEFORE ME THIS .;(~AY OF r--r-_--fJ---L...~~~-19 #. 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 $, Date of Approval:_ Register of Wills Fonn RCC-2· ,DEPARTMENT OF REVENUE JlUREAU OF COUNTY COLLECTIONS ,/HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT.; DATE N:~.:r..~.4.7..~,J.~.7.Q .. \vASHINGTON COUNTY . FILE NO ~..~.:..?.9...:.}~.Q . Whereas,ANDERSON CARMICHAEL LANGELOTH......................................................................................................................................................late of ............................................................................................................... in the County of ..................................'.v.~.?~.!..~~:!..~.~..........................................................Commonwealth of Pennsylvania,having died on the ......................................4.t..h.............................................day of ..........Feb.ruary..................................19.........7.,oseized and possessed of an estate , I subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................................W.......R.........CHANEy.........................................:.,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 Apprai sement Description of Asset Valuas Made for Inheritance Tax Purpoles $ JT.HELD PERS.: - Jt.Bank Acct.#352-7473 held ;n t:he MF.T.T.ON NATIONAL BANK.BURGETTSTOWN o.it'll'It:ji;PAH.....lll'\ll'\l ;.... the names of l-IRS TSA RRT HTT.l "r ANnRR.c:::nN r'AJn..r~"'I-iAl<'T Opened 2-26-54.Balance as of date of deat:h $1 Q?1 ?? One-half taxable QhO hl I iGROSSVALUE$960.61 I I D D I&'1293.00 I I r'TH'A'D 'tTATTTl<'IMTTI~'.L~.. .~" ...- Rc>mAmp 'tTH'N'T'N .......- Having been duly sworn according to law,I do hereby cer 'f that the above appraisement is made in con- formity with law on thls~.c~m day Of~~':~~~:;,~: <JY:ber and StreeL\..-1-P..................:=-.'..................._..............;'7..................._................,enna. (Post e)- L ESTATE INSOLVENT ..··-\vASHINGTON COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANDERSON CARMICHAEL Decea;sed. Late of ···············································LANGEL-OTH·········································· Date of Death,,..~.~.1:?E~.~E:v.:~..~?:.?.70 Appraisement Docket Vol 38.}. Page,~z..=7 N o J?~.~.?.Q:-..~.?..Q Filed in Register's Office,H~.~..,~.s..19 .70 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, E.ra.mined and Approved,.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged,. '.,\. ? / .~