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Home My WebLink AboutOC1970-0383 - ESTATE OF CHAUSSARDFonn RCC-2· DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ~HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX,'. APPRAISEMENT DATE Ap.~.~.~?.1 J ..~.?..9 . 11ASHINGTON COUNTY . FILE NO §..~.:..?..9.:::J..§}. Whereas,J.ENNIE CHAUS.SARD late of CE.c.I.L.. in the County of ~yA.§~P:~:9.:T..9..N Commonwealth of Pennsylvania,having died on 3rd January 70 .the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,·\v.·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 de·cedent 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. Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes JT.HELD PERS.:~---=================="""""'====........~-------------------Jf----*""-------I--_.- Jt.Bank Acct.#20527 held in the BRIDGEVILLE TRUST CO.,BRIDGEVILLE OFFICE,BRIDGEVILLE,PA.,in the names of JENNIE CHAUSSARD or ELISE CHATTC'C'Ann "'..:1,.,,,~A $.~l'.'....oJBalanceasofdateofdeath,7,241.47 One-half taxavle 3,62C 74 D &'D 1,306.60 2,314.14 Having been duly sworn accordin~to law,I do hereby certify that the above appraisement is made in con- formity with law on this .?t...............day of Apr..il..:.........~;;..;z::19 .7.0.......................................................................··ZZ··..: · · Appraiser .........,.,.\V'ASHINGTON (l'I\Jmber and Street) .......................................................................................H ,Penna. (Post OfIlee) ........................J'fA5.HINQ'rQN ..County 70 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..JENNIE CHAUSSARD.. Deceased. Late of ...G:I!:.G+~. Date of Death,J..~n:Y.a..:r.y.3..L l.Q.70 Appraisement Docket Vol..38,. Page,No ??.:?.2.:}.~} Filed in Register's Office,~.~..7..:~ Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,. # -- R CC-43 (5-65) Ii'i":-')~ COMMONWEALTH O~PENNSYLVA~~Bu,/,J:IVp'ODEP~\~JMP'"ENT OF RE9ENUE tvr.,cat I}Or HARRISBURG J}I..LferlOf( HN (4 s 1,0 PI{'10 j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections .26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTINGFINANCIALINSTITUTION __T_h_e_B_ri_d...;:Q;....e_vi_l_l_e_t'_ru_.s_t_Co_1U-=.p_a_n~y _ ADDRESS B_ri_d-=g;...e_v_l1_1~e..:.._P~a~.~_lS_0...;,1~7 __---_ ACCOUNT NO.OF JOINT,TRUST OR INVESTMENT DEPOSIT__.f\c_c_t_._#_·.~_0,5;.....2_'_._ NAMES ON ACCOUNTORINVESTMENT ...:;.J_e_nn__i....;c_C__ha;....u....;s....:.;.s...:;.a;...rd;....·....;o...::.r_E;:.:l:..;i;;..;;s....:.;.e_C;:.:ha.:..:..:..::u...::.s..::.;sa:;.:.:r:..:;d.:.....-__ --'- DECEASED JOINT DEPOSITOR,~TRUSTEE OR INVESTOR J_e_n_n_ie_C_ha_u_ss_a_r_d ~_ ADDRESS Box 95,Cecil.Pa.15321 DATE OF DEATH "an.3,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR BliseChaussar:d----------------- ADDRESS B_o_x_9_S_,_C_cc_i_l_,_p_a_*__ls_3_2_1__---- df!LJ~~ Signature i'T·IT.IITLESavngse~];er RELATIONSHIP TO DECEDENT M_ot_h_e__I'_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED July 24,1954 v BALANCE,INCLUDING INTEREST $1,241.41"DUE,AT DATE OF DEATH $I!d~.~._.._._~)(_.____ ~AJ /''1/<11."15<~O RCC-134 (8-65/ COMMONWEAL TH OF PENNSYLVANIA D,CPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT A'ND ASS.ESSMENT OF ASSETS NQT ·S~3J ECT TO ADMINISTRATION TO:.;..,_-=b==··L:.:lS=-c=E-.;C::.:r~IA~U;;::;S.=.S:.::Al::.::ill:....-_ BOX 95. Date:.::..:Ja=n::.,:l.la=':.:..rYsL..:2::;6::.!,"-=.1.!...9'l!..:0=--._ County Wa_s_t_li_n~g::._t_(Jl _ __~__~C~IL.PENNSYLVANIA 15321 County File No.Jj -'0--r Bureau File No./;5 -/o~c3,t;i w~have received no tice that,JDs'GiHKi'iI1X01Xf.h~:<HE(&ttjXQ$(XXXXXXXXXXXXXXXXXXXXXXXx..XXXXXXXXXXXXXXXXXXXy.xXX on !January 3,19 70,you came into ownership of certain property throughXY~U}{~k~~XXxx X'K{I{~rJ.l1Mt.(ooirJQ,~~x1X~lxbt«:~}utlOOX trarsfer from,JENNIE CfIAUSSARD,deceased." U~der the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable t '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:Jt.Bank Account %20527,held in the BRIDGE\,ILLE TRUST COMPANY,Bridgeville Office,Bridgeville,Pennsylvania,In the names of JENNIE CHAUSSARD or ELISE CHAUSSt1RD.Opened,July 24,1954.Banlance as of (hte of death,$7,241.47. appraised by the Commonwealth,as of the date of death,at $7.241.47 I 501 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DAT'E OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS INET:TAXABLE AMOUNT ~, AMOUNT OF TAX DUE I, D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before April 3,19 70 you may deduct a discount of 5%of the amount of tax due,or 1 ' 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 I I*'1£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 $ $__3,L.''Ll:06!.::2~0.u7.!:t4 _ 217.24 10.86----------- 217.24 /..-:?R-,Ks $================- ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount.-, ,.;... Date Paid Name and Address of Payee ..,.,.-,'Oft'icial Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •You were personally legally responsible for these debts,and 2·You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3·These same debts are not also claimed,for tax purposes,by an executor,administrator or other person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Naooe of Payee De.$cription of OblL9.ation Amount Paid /-Y--70 _~t"12 '-;-/;.j/C:::~....L.h.,.Il././sE6'0 .:J-/J-/'IV A.Yo ~~.,()!/J 6.-,,,1~/1-.J 4£,F.eI--eJ /-7-7 f<~../J."-F rCJ ~..p.C'-.-<.-J ~o'-£'/"0 d'.0"-r::J //-./.,J"I f::S'eP.")~7)./_f .£.__l'ff.~.n_J o--<r...J2-.-.:>o·,...- j) .. TOTAL $/3o~6'0 (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY O~_ 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__.(J) 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 $" Date of Approval:_ Register of Wills