HomeMy WebLinkAboutOC1970-0829 - ESTATE OF SANCEFonn RCC-2
DEPARTMENT OF REVENUE
II>
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 1Z7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT"INH~ITANCE TAX
APPRAISEMENT
DATE Au.gus..t.Z.S..,.l.9..7.Q .
COUNTY J.v.:~.~.h..!~.g~..Q.:r:t:.
FILE NO•......§..~.:..?.Q.:..~.?..~.
Whereas,Omer.E.•......s.anc.e late of G.b.~.r..l~.r..9.J .
in the County of ~~.~.~.;.~g~.~.~Commonwealth of Pennsylvania,having died on
the .7.~.h day of J:t:J.J.y 19 ?.Q.,seized and possessed of an estate
subject to 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 AppraisementOescrlptlonofAssetValuesMadeforInheritance
Tax PurpoleS
$
JT.HELD:
Jt.Checkine:Acct.#5-375741,held in the PITTSBURGH
NATIONAL BANK.CHARLEROI OFFICE.CHARLEROI,PENNA.
In the names of OMER E.SANCE or MRS.BETTY C.GREER.
Onened.4-27-70.Balance as of date of death.459 99
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"....Total .459 99
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form~v~~hbl::::~~w<>rJl~~~:'~~:rer~~~;;~":§iS;l~~~
.AppraIse
.~~......~.L·_~.".~::~st~~et).............................,Penna.~(Post Office)
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MR.OMER E.SANCE
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WASHINGTON
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County
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Deceased.
Late of..,
CHARLEROI
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Date of Death July 7,1970J••••••••••••••••••••••-••••••••••••••••••••••••••••••
Appraisemei!t Docket Vol.I .
Page,...................................No.63-70-829....
-.1
,
~
,
Filed in Register's Office,Au.gq.~.t Z..S..,.J9.7Q.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal f1'om Appraisement,.
Entered and charged,..
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If you have already paid this tax to an execll-tor;Ci"Lministrator,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 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
personal representative of the decedent handling the administration of the general estate of thedeced~nt 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 01=:_
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 gnatu~e of :rdxpayer
,...~..,.-~,"......~.".:..~
..i ~,'~""',,.;I ~
t'.REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the cibove county,do respectfully report that I
have allowed deductions listed above in the total amount of $"
Date of Approval:_
Register of Wi lis
........
."-.
RCC-43 (5-65)
(,3 -7 {)~t1;Q 7J
COMMONWEALTH OF PENNSYLVANIA ReCEIVEr,
DEPARTMENT OF REVENU~D1JNff~~AUJ~~'
HARRISBURG ,G,)tL[CTJONs
JUL 23 356 FH '70
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
CHARI.IWX j fA..1,022ADDRESS~~~~~~~~~~~~~~~~~~~~~~~.
ACCOUNT NO.OF JOINT,I'll.."I I!I 0
TRUST OR INVESTMENT DEPOSIT tAl'i19cldng ~..37;;;1741 0
NAMES ON ACCOUNT '~Il'i 8i1."1ce 01"}b~D.BettyC.Oraer
OR INVESTMENT ~.'----/~==--"';}1DECEASEDJOINTDEPOSITOR,\-dI
TRUSTEE OR INVESTOR ~~~_Omn_,.........r-=:E:JUl,.......S.u;aU..ln=,.e~---,_,-~__
ADDRESS~~~_90_6__t_1n_c_o1n_',__Ave_..;.,.;:..,_~_·.;...tu_"1e...;;..r_'o_i...t::.,_'....;;;6;.;..•....;;;1=$..;.:.;02....;;;.2~~~~~_
DATE OF DEATH 1_..._7_-7_0 ..,.-
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR __K:r__o•.:;......_De_t_t_y_C_.._Q_r_e_eJ'_'~---'-~__~~~
ADDRESS 9_06_'_t_in_tw__ln_,_Av_&_._,_%_'l_nr_l_.er_.o_!_,,_P_a_lt_J:_S_02_2 ---
Asat.Cash1er-in...Qlax·ge
TITLESignature
RELATIONSH IP TO DECEDENT 'Daughter-~---~~~~~~~~~~~-
DATE DEPOS,IT OR INVESTMENT /
WAS ESTABLISHED 4...27-70 1/
BALANCE,INCLUDING INTEREST Lr!9 0DUE,AT DATE OF DEATH $--.-_q_::1_._i!9....7 _
£~-1S t 7J
$'07 J to
~/6}70 /;.3r