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Home My WebLink AboutOC1970-0810 - ESTATE OF CARR SRFunn RCC-2 DEPARTMENT OF REVENUE BUR.EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA .RESIDEN't~INHERITANCE TAX APPRAISEMENT DATE A.1J.,.g1J.,~.t.I9...L 1.~.?Q . COUNTY W~.~.b..;j,.ng:e...Q.n . FILE NO•............§}:..7..Q.~.~.1.9.. Whereas,c..1~.r.~.n.~.~G..~.r.r..,~.r...!late of ~.~!l.~.~~~~E.~. in the County of W..~.~.h.~.~g~.~.~Commonwealth of Pennsylvania,having died on the 2.5 .th day of M~.y 19 7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w:.~..R.~c..b.~.n~y ,an appraiser duly appointed according to law, haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and ft." 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. JT.HELD: Descrlptlon of Asset Jt.held Bank Account #6670,held in the SLOVENIAN SAVINGS &LOAN ASSOCIATION,STRABANE ltiti :Ii••STRABANE.PENNSYLVANIA.In the names of CLARENCE SR.CARR or MARGARET or ClARENCE CARR, TR ('.3 l_R_70 'R~l~nl"p.as of date of death. Unit Values $ Appraisement Made for Inheritance Tax PurPOleS 2.500 00 ..._~ !)-..., -.,·- r:~"",--:1 ':'·..- 'T ....""\) ~..,..J "::--...-,, I ,:.i,~,.. !···~-,·,..... ..~"..... I --., Total 2,500 00 --, WASHINGTON ! County "-., .....: ..> RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CLARENCE CARR,SR.L Deceased. Late of CANONSBURG Date ~f Death JGKlf¥X May 25 1970,fI!':,.. Appraiscl1lel!t Docket Vol.,. ...'.1 .~ .- .....,..:; P ..age,.No.63-70-810.. Filed in Register's Offi.ce,A\.l.g~.~.~....:?9..197.Q. Amount of tax due,:fi . DEPARIMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and.charged,.. ~- .1 .. \-:' " ,--.. COMMONWEALTH.OF.PEfn:rSytvANIA DEPARTMENT OF REVENUE •HARRISBURG RC C-43 (4-69) NOTE:TO BE SUBMITTED"IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania J Dear Sir: "Pursuant to Section 742,Pen~sylvania Inheritance and Estate Tax Act of 1961, we'herewith submit the ,following report:.'', NAME OF REPORTING ' ... "FINANCIAL INSTITUTION SlQ'Venian EStibis and L:oan A"ssoc:iati on: ADDRESS 107 Latimer Avenue,Strabane,PennsYlvania :15363 ACCOUNT NO.OF JOI.NT, TRUST OR INVESTMENT DEPOSIT_--=6.::.67L.:O~_·"_._.,"'---_ NAMES ON ACCOUNT',.OR INVESTMENT .'Clarence Sr.Carr,or Margaret or Clarence Carl',Jr. ~. DA TE OF DEATH'May 25 ,1970'SURVIVING DEPOS':::IT=O:::R~,.:----.,;::;.::.It.....=~~:...!....:::____,---__...".., BENEFICIARY 'OR INVESTOR .l4argaret·Carcc-QJ arenee Carr,.Ir. ADDRESS Shl?Marple Avenue;'Canorisbttt;g,JPennsylvania 15317 RELATIONSHIP TO DECEDENT'.\Rlife ....sOUDATEDEPOSITORINVESTMEN::T:~-~=-=~-=:'::==-----~--~- WAS ESTABLISHED "'January 8,1970 J/ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$~2.500 ..00------...:--..;;;.....;;;...-:------------------- ~J(:;f~ Signature TITLE Albert Li Tomsici Manager RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .;:.., OFFICIAL NOT1CE Of!'INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASS"ETS NOT SUBJECT TO ADMINISTRATION TO:MARGARET CARR &CLARENCE CARR.JR. 546 MARPLE AVENtIE Date:_--:!:J~'ul!:!!!:~'J-Y~2~O~.1~·;9=!.J7~O:....'_ County __W_a__tJ_'h_i_n..,::g:....;.t__oD_·_ CANOISBURQ,~ENNsnVANIA County File No._ Bureau Fil,e No.~3-20 ~cf/() We have recei~ed noticethat,~XXXx~~X~~X~X on May'2$,l<JlO-,you came into ownership of-certain property through~~XDX~nD~tn7J7W~ma transfer',form,CLARENCE CARRt'SR••,deeeased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax·due is imposed upon you,astransferee. The property on which tax ishereby assessed consists of:Jt.HildlBank 1<:<#OU81:"#6670,held ill tbe st,OVRNIAN SAVINGS &LOAN ABSOOIATION,STRABABE OFFICE,:STRABANE,' pENNSYLVANIA.In the name."of CLARENCE sa.'CARl 0.·MARGARET or CLARENCE CARR, JR.'Qpened~1..8".'O~Baltmee a'fj ot date of duth.$=2.1:tS~O~O~,.~OO'=:"---'-__ appraised by the Commonwealth,as of the date of death,at $..2~soo.ao laO %of this amount is taxable at the rate of'% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $2,500.00 $-------- AMOUNT OF TAX DUE 1$0.00 o If you pay the above amount within three (3)months of the date of creath ()f the decedent,or on or before August .25 19 70 you may deduct a discount of 5%of the amount of tax due,or o 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 $================= (Agent for the Commonwealth) 110.00$ ASSESSED BY:_ " *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 DU E (./J APPR AI SED BY:;e;.,'~-1'Y--f-~~~~-- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable fo::To insure proper credit to your account th,s Official Notice must accompany your payment.Mai I or bring it to: '.._,.D'THE COMMONWEALTH cl3mn HOUSE \.ASHL~W.lQN,P~N~~A,16301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forward ing to the Commonwealtlf,"11~t"belo'!Y th~d,pte pa id,name and address of the person to whom you made payment,their official title and the amount. 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 "l . 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 TOTAL $ (attach separate sheet if reqU'ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _ 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--. 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