HomeMy WebLinkAboutOC1970-0774 - ESTATE OF PALMER----
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COMMONWEALTH OF PENNSYLVANIA DATE ...".,.A¥g~,~,~..,,,,J.9.,.,,,,,.J.~,,?9,.....,,.,..,...
i _~PARTMENT OF REVENUE RESIDENT INHERITANCE TAX ,...,,,.,,",,,,W~.s..hi.ngt,,QJ1,L ......,,.,,........,.BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG.PENNA.J712 7 APPRAISEMENT
FILE NO•."..."..",.""""."",6..3.,~"7.Q,~.7.14.,,,.......,,.............
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Whereas,......,..,""'".J~,e.,Q,r.ge."."F.,~".,J).~.l.m~,r...."......,.".."."",..""".""."""""""''''''''late of ....".",...""',....,......~~,~~.~,~~;r...,,,...,,""""",,.,,,.,.....".,."",....
in the County of .."....."""."."....W.a.s.hingt.o.D.""""..""""""""..."""""..."..."."...."..."..Commonwealth of Pennsylvania,having died on
the .............,.........,,,......l...2..,,,t.h...,,,....,,,,,,,,,,,,,.""....""."....day of ".",,,..,,,....Mt:L.Y...,,,,..,,.....",,,,,,,.,,........,...,,,,,,,,70 seized and possessed of an estate19",,,,,,,,,.,
subject to Inheritance Tax under the laws of the Common~althof Pennsylvania;
Therefore,I~·............""""W.•.R..,....Chane.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 fL"{
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 her~by 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 Made for InheritanceValuesTaxPurpoles
$
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JT.HELD:
$5 629.20 in Cash and 320 shares of Sears Roebuck
and Com"Pany stock at a value of the date of death,
of $lR 618.00.This nronertv is taxable at the
R:l~;nn of the Decedents Contriburtion to the total,
.'contributions of both Company and Employee which is
33~of the total amount of $24.247.20 8,001 57
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,...-Total 8.001':57,...
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WASHINGTON ..,County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MR.GEORGE F.PALMER
Deceased.
Late of
MCMURRAy......,;.
Date of Death,:::May 1Z,..l9.7.Q .
Appraisement Docket Vol.,.
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Page,....No..Ji.3-70-774...........................................J.
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Filed in Register's Ot1iceAugust l.2.,19 70
Amount of tax due,~,.
DEPARTMENT OF REVENUE
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Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f"om Appraisement,..
Entered and charged,..
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OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND'ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
McMurray,Pennsylveia 15311
Date:AuguSt 10:,.1970 '
County Washingteb
County File No.,Jg'-,ZL-j
Bureau File No."~3 -,70 -11'1
We have received notice that,~~XXm.xmXxxxxxxmxxxxxxxxxxmx
on May )2 19.70..,you came into ownership o~certain property through r
tranaferltac.GEORGE F.PALNER.deceaaed •
TO:MRS"RITA o.PALMER.
XXUD 133 Marion Drive
RCC-13411-69l
j CrflMONWEALTH OF PENNSYLVANIA
~'--oEPARTMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
.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 assessed consists 0::$5,629.20 in Cash and 320 shares,of
SEAlS BQEBJlCK AND COMPANYstoek at a 'Value of the date of death of $18.618.00,
This property is taxable at the Ratio ot the Decedents Contribur-tion to the
tota~contributions of both Company and Employee which is 33%of the total
AMENDED ASSESSMENT
amount at PQlJJX $~24I3·+t_24!3L7.L.·....21oU01IIL·-_
appraised by the Commonwealth,as of the date of death,at$24,247,20
33 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$_.;::.8.a..::.O=O=1~.5~7__$--------
AMOUNT OF TAX DUE 480.10
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before MIgI.at 12 19 70 you may deduct a
discount of 5%of the amount of tax due,or 24.00-----"------
D This tax became delinquent,fifteen (15)months
after the date of death 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
$=============
(Agent for the Commonwealth)
456.10$
ASSESSED BY:_
TOTAL AMOUNT DUE
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
APPRAI SED BY:~r2~~:...:...~,~....e:-.~~l:.---
(I nheritance Ta .J\ppra iser)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
i(U#!fl J.JJ~,¥
9~$1/s~/(J
~/O</7/t?
1?~,/#'{5 j>,..rT(7
To insure proper cred it to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
1<~11 /I))...~
.,:'i ::c'.,Oi.·;~Li'hwlALi H
.., ."'COURT HOUSE
WASHINGTON,PENNA.15301
•J •"If you ha ve already pa id th is tax to an executor,admi nistrator,attorney or other persona I representat ive 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.j'.
Date Paid Name and Address of Payee Official Title Amount Paid iii
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
personal representative of the decedent handl ing the admin istration 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 $
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(attach separate sheet if required)
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__.
Si gnature 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 $--------0 .
Date of Approval:_
Register of Wi lis