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Home My WebLink AboutOC1970-0969 - ESTATE OF ROSCOEDEPARTMENT OF REVENUE BVRE1'iU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 'O.c.t.Qb.e.r.6.~197.Q . COUNTY ~':.~.~~.I.J:~.?.r.>:. FILE NO...??:.??:?..?..?.. Simon Roscoe t f DonoraWhereas,la e 0 .. in the County of Wa.s.bingt.on Commonwealth of Pennsylvania,having died on the .fourth day of June 1970 ,seized and possessed of an estate b'ct t I h ritanc Tax under the law f the Commonwealth f Pennsylvania·su Je 0 n e e so 0 , 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 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 AppraisementDeserlptlonofAssetValuesMadeforInheritanceTaxPurpoles I $566 29 I Jt.Held Jt.Savings Account #1456288,held in the PITTSBURGH NATIONAL BANK.DONORA OFFICE,DONORA.PENNSYLVANIA. In t.hf'!n~mel':nf'SIMON ROSCOE TN TRUST FOR SIMON ROSCOE JR. Ouened Q-10-66 Balance as of date of death.$566.29. TOTAL 566 29 fonn~v:~hbl:e:::ih:SW~~~'~.~o~~~r~~ej2"?~~~l~~;: Appralser ..,........................................,...................................................,................................................... .........jJ~"::'.'...............................,Penna. (Post Olllee) ·..w..:t~P~J:l.~'<:>I.J:..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Simon Roscoe Deceased. Late of \~a.:~l1~rt~?rt Date of Death,June 4,197Q .. Appraisemei!t Docket Vol.,.. Page,..................No...f:>.'j::7.9.":"..9..~9... Filed in Register's OfJice,October 6 ..197-0 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,. .~ I \. i' ..... Date:__..:::A=u:.s:;:IIgu=s=..t=.....:2=8:....;·•........",1""",9......1=0 _ County W_A_SH_I_N_G_T_O_N_._ 92101 OFFiCiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION SAN DIEGO.CALIFORNIA County File No._ Bureau File No.~3 -/0 -9 ~? We have received notice that~ll1iKiKlHmmxxxxxxxmxxxxxXXxmxxUXXXXXXXX on June 4 19 '(0,you came into ownership of certain property throug~UtJKJj]ililxaaiXUUl DIU1~1lt.transfer from,S,IMON ROSCOE,cBceased. TO:SIMON ROSCOE,JR. 4519 NARRAGANSETT RCC-'131l (1-69) COMMONWEALTH OF PENNSYLVANIA _DEPARTMENT OF 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 of:Jt._Savingo Aec~utit ,1456288,held in the PITTSBURGH NATIONAL BANK.DONORA OFFICE.DONORA.PENNSYLVANIA.In the names'ofSIMON ROSCOE IN TRUST FOR SIMON ROSCOE.JR.Opened,9-30-66. Balance as·of date of denth.$566.29 appraised by the Commonwealth,as of the date of death,at $_---'-S_6_6_,'_*2_9_'_ 100 %of this amount is taxable at the rate -of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__5;:;.-6.;....:6:....;:.•...;:.:.2..;;;..9 _$--------- AMOUNT OF TAX DUE 33.98 o If you pay the above amount within three (3)months of the daSe of dea,t of the decedent,or on or before ept.,19 70 you may deduct a discount of 5%of the amount of tax due,or 1.70- - --- ------ o This tax became delinquent,fifteen (15)months after the date of death and,in addi'tion 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 ASSESSED BY:_ (Agent for the Commonwealth) *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 DUE $ 33.98 $================= 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: AGENT FOR THE COr~\M~i.,~Moj ••,.• COURT HOUSE WASHINGTON,PENNA.15301 .,.... If you have already paid this tax to an executor,administrator,attorney or other personal representative of tne 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 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,thatto the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritgnce., tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. REPORT OF REGISTER OF WILLS Si gnature of Taxpoyer I,the undersi'~ned,>dolyCelected 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 Wills RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANI\RfCEIVED DEPARTMENT OF REVENUEOUNT~~EAU or HARRISBURG LOLLE CTiONS AUG l~"49 AH t70 J Stc.-:<9 @ t%~$391 ~%~-';;-i/,?o"!/0 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: ADDRESS 109 Crom Sttj Do?taro.pn."um, DATE OF DEATH d\m¢14,1VlO SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _......:8u..1ooDII:U!Il!:a.....I.lRrwilliL'wemmMI,Otl-llfhe..-:.·."'!L-....,.--_ RELATIONSHIP TO DECEDENT_---JSlIUIco.:...l·1.....-...,......_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _..JI:.'g.;;::.3~·o.M~=....!:...:.v::..-_ BALANCE,INCLUDING INTEREST ' DUE,AT DATE OF DEATH $__=C566:;.=.=tlil:;:·.29~,........._~--.~~< -Signature .~ Act>iafAn'U(JttJ '