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Home My WebLink AboutOC1970-1192 - ESTATE OF ROHRRC C-43 (4-69) 5""97 ..3QJ 'I -~F Rt>/vJ COM~ONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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: ~5 jot tnts. NAME OF REPORTING PirF,t F~d('r[ll :~r,vinr5 Dna Loan.s!>l)cintj.on of FINANCIAL INSTITUTION 'llrh inrton.t;l./J jof~gg~~~~:~.O;tl;~I~;~n trct_t_._;;;..._:8_n""-h:....jn;..;,'~t_Ot_\._'U_"._1_5._'}O_~1 :J J afa TRUST OR INVESTMENT DEPOSIT .>1759::U1 NAMES ON ACCOUNT OR INVESTMENT Gh<::rkD F.,{obr or Cliilt'G RotH.'OJ'r;]arc;:lphr Pithll"l1 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR .....:::.:Cl:.:::1c;:.:.·r..:::;le:;;.:'s~F.::::.ira~y.::.::,k~Ro::.:.hl:.!:.r _ ADDRESSANDCOUNTY lwd Iel!I.a • DATE OF DEATH __...;9;...'-.;;;.24.;..'-...;.7.;;.0 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _C_ll"_"r_a_.~o_Jh_r_o_r_Cl_c_,r_t!_i_~o_h_r _~_/dl_t_hu_H_1.----..[lL....-__ ADDRESS Av€;11<1,'a. TITLE I Signature RELATIONSH IP TO DECEDENT__?_?_-.f)"'-4/J.....U~&~H'-I.'.....7:"'O:::/S_-.I-'lRt....,"'-S _ DATE DEPOSIT OR INVESTMENTWASESTABLISHED >_1_C,_-6_4 _ BALANCE,INCLUDING INTERESTDUE,AT DATE OF DEATH $Sl_~,_5_q~_~._5_2 -.-_ ~S..3.:<.j/.y@'%::7/f7 S,%~/o(-.<t/-J6 ~~c.a OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (1-691 €O~MO~WEALTI~OF PENNSYLVANIA .....DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .•INHERITANCE TAX DIVISION TO:Cla,r~Rohr ,Qr Clara'Rohl'w1.thum 6"$131,\"'PeUEQt'ihra.n;la; Date:1.tabS;o Iii ·1 <tTO . County WiSh~an County File No ....3 t-/~3./~ Bureau File No.(J-Za-//1(( Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:tIt.S~$aCCOUllt.H6..17591 held in I. the FIR.'3T FEDERALSA.VlNGS AlWLQAN ASSOCIATI(!I IlaSI:tING'lON OFFICE,)lASFJ1WO'ron.PF:NNSYLVANIA: opened 3-1&064.In the names ofCHARLESFf 1'\OHROB.CLARA ROMORct~BOHR iflTfJt.mh . Baler!<e 80$Q;fdatJi of deethf $41'599.52. appraised by theCommonwealth,as of the date of death,at'$4•.598.52 3.3 l/f of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $~4,--=·.s::::..::'"J~C1:1..;..·...!:::-J~I_'_ /,(;7d?d 6 AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before DeCeJllber 24 19 70 you may deduct a discount of 5%of the amount of tax due,or 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 *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 $91.97 $================= (Agent for the Commonwealth) ASSESSED BY:----,,....-._APPRAISED BY:~J..,L.......;A-~-a.~~4--- 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 pa id th is tax to an executor,admi nis trator,attorney or other personaI representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the pers·'on'to';hom 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 //~~J.-70 ~'#A4A A/P:::;hV,&,(J£7//£41 I<-/PAr~/\SJ,hY:r-..~c//LtS//J-CfJr /~~j7.2(j //-3/-/()k'J./k ~Ald/)dJt/-Cc G·~Ad~~NAJfJ/UR'_g,v'/J ..£')6 TOTAL $/,£.Jf.00 (attach separate sheet if requ ired) 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 __. REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 $0 Date of Approval:_ Register of Wi lis !-- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .........P..~G..~mp..~:r......$.,......"J::.919............... •,.....D~PARTMENT OF REVENUE RESIDENT INHERITANCE TAX .........Y.{§:~.h~.~~.?:z?....................................BUREAU OF COUNTY COLLECTIONS COUNTY.. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...............§?=7..9.:.~~??................_................. Whereas,..........................................Cb;;u:l~.s.....f.r.!?:.n~..J~9..~............................................late of ..........................Ay.~.lJ.A .............................................................. in the County of .....................................................Washingt.on................................................Commonwealth of Pennsylvania,having died on the ..·....·..·.................................24th......................................day of ............S.e.pt.~mb.~.r ..................................19....70.,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 AppralsemenlDescriptionofAssetValuesMadeforInherllance Tax Purposes $ 1\11:"~('('ilTTl\Tffl l;t~_,'71:;0'<hp1 r1 ;n t.h eFIRST FEDERAL SAVINGS ANDT~~II VJ..<.."• LOAN ASSOCIATION.vvASHINGTON OFFICE,viTASHINGTON,PENNSYLVANIA.Or:e ned '3-16-6L..In the names of ~CHARLES F.ROHR OR CLARA ROHR OR ClARA FlOHR WI'T'HUIvl.BALANCE AS OF DATE OF DEATH:$1+.598.52 4.598 52 I ',. ,.,' .'.- .... form~;~fhbl:~::~;.W~~~~~'~:;o~e~~~~~~se?:e~~i:::J~2n: A praIser .................................................................................................................................................................it).I •.'(Number and Street)...................4.!Li~.....................................................................,Penna.(Poet Olllee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..CHARLES...FRANK..ROHR.. Deceased. Late of ..........AVELLA.. Date of Death,.9~?4~7.Q. Appraisemeilt Docket Vol., Page,..........................................No..63-70-1192 . Filed in Register's Office,P.e..9..~?19 7Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,. ~Y ,,- •