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Home My WebLink AboutOC1971-0453 - ESTATE OF SMOGGIER CC-43 (5-65) J 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: First National Bank I;Trust Co. NAME OF REPORTING \,JQshlnrton.Pa. FINANCIAL INSTITUTION FJeodoROktowp.Ottiee heeleriok,town,Pat 1~)3'ADDRESS --:....-"-~--- ACCOUNT NO.OF JOINT,6434TRUSTORINVESTMENTDEPOSIT _ NAMES ON ACCOUNT Frank J.Oras or George SnoggleORINVESTMENT--:.:;,_~.::.::..----- TITLE I ,,..',"I ~·Aaatt·Cashier Signature DECEASED JOINT DEPOSITOR,Goorge $maggieTRUSTEEORINVESTOR=-_-=:::-.._ Clarksville,Pat 15322ADDRESS -,_ FebJ"Uary 25.1971·DATE OF DEATH ...:.-._ SURVIVING DEPOSITOR,Frank J.Cras BENEFICIARY OR INVESTOR .."...,.._-::::-_~~~--------Clarksville,Po..1'322 ADDRESS --- None.RELATIONSHIP TO DECEDENT -:--~ DATE DEPOSIT OR INVESTMENT November 17,1967 ..WAS ESTABLISHED _ BALANCE,INCLUDING INTEREST4.100.0j DUE,AT DATE OF DEATH $....:::'-:....-~_ ~~~o\W~~~c:~ /C}~c:.:.:?6£b.6~@ 1ST.' )j ~~/(,'fA.-~/J'i-Jo1.ft!>SX .()~.(S-;'S:71)..f~~...~,~/5,37 TO:,FRANK J ..ORAS.wo- CLARKSVILLE,PENNS~LVANIA RCC-134 (1"69) COMMONWEALTH OF PENNSYLVANIA D~PARTMI:N!OF Rl:VENUE ";'UREAU OF COUNrv CO~.Ll:CTIONS INHERITANCE TAX DIVISION Ot=FICIAt NoricE OF INHERI'fANCE 'fAX APPRAISEMEN'f AND ASSE:SSMENT OF ASSETS Nor SUBJECT TO ADMINISTRATION Date:__..:.A~p~r~i",=!1~2~,-..::!:1~9...!.7.:!::1 _ Coun ty __-,\\~rasa.sbl.hUoo!Lilln",,~..¥t~o..!.!n _ -------~,_.,--@-~----County File No._ Bureau File No.&5 -2/-9"S-.3 /We have received notice that,~\'i»)Qt..lL~KOCXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on.February 25 .19...11,you came into ownership of certain property through ~~K~lX..o:~~~~X ~~N¥~X&OC~~~XOCX transfer from,GEORGE SMOGGIE,deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable. and the liability for the payment of the inheritar.ce tox due is imposed upon you,as transferee. The property on which tax is hereby dssessed conSiSfS of:-.!t.Bank Account #6434,held in the FIR§..T_NATIONAL BANK&'.TRUST 9.,0~1PANY_O~,vASH~NGTON,PENNA.,FHEDERICKTO\v"K OFFICE,FHEDERICKTOWN ,.~ENNSYLV~NIA,.In the names of FRANK J.ORAS or GEORGE SMOGGIE.Opened.November_17,1967.Balance as of date of death, $4,100.03. appraised by the Commonwealth,as of the ddte of death,dt $4 t 100.02 50 %of this amount is faxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_ (Agent for the Commonwealth) DA 'fE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before l>lay 25 19 71 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 tox,statutory interest at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of *If the tox is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid :--....'--dTOTAL AMO~NT ~E APPRAISED ~~'~'r£~_r:H~itance Tax Appraiser} $ $2,050.02 307.50 15.37----------- ---------- 307.50 $-------- ----------- $====== INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~..,rJO/--IO ~.s;/97/ g/;$//q/,:; To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the'"'Cf"ate paid,name and address of the person to whom you made payment,their official title and the amount.ft 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 required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS:. I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,I 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 $." Date of Approval:_ Register of Wi lis Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ..............M~y....7.~......+..97+......................................... DEPARTMIiN'T OJ'REVENUE RESIDENT INHERITANCE TAX .........:v!~.~.h?::.1?:~.~......................................''~.~COUNTY~EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.......9.?=7..~::4.?.?................................................... Whereas,.....................................................Q.~.9.r,g.~....~m9.ggt.~...............................................late of ...........................9.+.'l..~~~y.~:JJ.~........................................... in the County of .............................................y!'l..~l]..~g:i:..~!:l ......................................................Commonwealth of Pennsylvania,having died on the ..................................??.~~.................................................day of ......................X~.9.:r.::tl.'l.!.y.......:...................19....7.~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCES LEO 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAlletValuesMadeforInheritance Tax Purpoles $ Jt.Bank Account #6434,held in the FIRS NATIONAL BANK &TRUST COMPANY OF WAS HINGTON •PENNSYLVANIA.FREDERICKTOWN OFFICE,FREDERICKTOVJN,PENNS LVANIA. In the names of FRANK J.ORAS OR GEORGE SMOGGIE.Opened 11-17-67. Balance as of date of death.$4.100.03 4,100 03 I -'---- I.. I Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con- formity with law on this ~day of ::::::::.:::::::::·.::::·.::::·.:·.·.·.·.·.:q~!!i:t:~~~~j:..J(~:::::::.::~.~..-.?<: Appraiaer ~(Number and.Street) .....................................oo ~L~,Penna.·······_·_(p;;Jfofti~~i·_· ....WAS.HINGTON..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........................GEORGE.S.MOG.:G.rE . Deceased. Late of CLARKSVILLE Date of Death,?:::'.?.~.~7J . Appraisemel!t Docket Vol.,. Page,.No..9.3..~71~453 . Filed in Register's Office,~~y.....?.19..7.l.:.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal f1'Gm Appraisement,. Entered and charged,. I ... ~