Page images
PDF
EPUB

WHEREAS the Comptroller of the State of New York has duly ap

pointed the above bounden

and for the County of

[blocks in formation]

as transfer tax appraiser in

in the State of New York, and the

is about to enter upon the discharge of his official

duties as such transfer tax appraiser;

NOW THEREFOR THE CONDITION OF THIS OBLIGATION IS SUCH, that if the above bounden shall honestly and faithfully perform his duties as such transfer tax appraiser in and for the County aforesaid, then this obligation shall be void; otherwise to remain in full force and virtue.

[blocks in formation]

and known to me to be the person described in and who executed the foregoing instrument, and he duly acknowledged that he executed the

same.

Notary Public.

(Attach County Clerk's certificate.)

(There shall also be attached the printed form containing acknowledgment of the officer authorized to execute the bond on behalf of the Surety Company, and the acknowledgment of such officer before a notary public, and such other data as the statute requires in reference to the executions of bonds by Surety Companies.

This bond must be approved by the Attorney-General and the State Comptroller, after which it is filed in the State Comptroller's office.)

[merged small][merged small][merged small][merged small][merged small][ocr errors][merged small]

UNDER THE ACTS IN RELATION TO THE TAXABLE

TRANSFERS OF PROPERTY.

To

the

[blocks in formation]

You will please take notice that pursuant to an order of Hon. surrogate of the county of day of

made and entered

190.., and pursuant to the provisions of chapter 908 of the Laws of 1896, and the acts amendatory thereof and supplemental thereto, I will on the

day of

190.., at in the proceed to appraise the property of the abovenamed decedent at its fair market value at the time of decedent's death, the transfer of which property or some part thereof is, or may be, subject to the tax imposed by said act, or the acts amendatory thereof and supplemental thereto.

o'clock in the ......noon of that day, at

And such of you as are under the age of twenty-one years, are required to appear by guardian, if you have one, or, if you have none, to appear and apply for one to be appointed, or, in the event of your neglect or failure to do so, a guardian will be appointed by the surrogate to represent and act for you in this proceeding at any stage thereof; as provided by section 231 of the Transfer Tax Law.

[merged small][merged small][ocr errors][merged small]

(A copy of this notice, together with an affidavit of mailing the same to all the persons interested in said estate, naming them, should be attached to each of the appraiser's reports.)

[blocks in formation]

WE COMMAND YOU, that all business and excuses being laid aside, you and each of you appear and attend at

(or village) of

[ocr errors]

on the

......

day of

[ocr errors]

in the city 190..,

st

sur

..... o'clock in the .... .noon of that day, before the undersigned, heretofore duly designated the appraiser by Hon. rogate of the county of under the act in relation to the taxable transfers of property, in a proceeding now pending in the said Surrogate's Court, entitled, "In the Matter of the Appraisal of the Estate of Deceased," to testify what you and each of you may know concerning the estate or property of the said decedent on the part of (the executors or other interested party), and that you produce or bring with you at the time and place aforesaid

(to be filled in in accordance with the requirements of each case). And for a failure to attend or a failure to produce the (books, papers, etc., above required) you will be deemed guilty of a contempt of court and liable to pay all loss and damages sustained thereby to the party aggrieved, and in addition thereto, forfeit the sum of fifty dollars. Witness appraiser aforesaid at city (or village) of this 190..

......

....

day of

in the

Appraiser.

APPLICATION TO SUPERINTENDENT OF INSURANCE.

(8 231, Tax Law.)

CHAMBERS OF THE SURROGATE'S COURT-COUNTY OF

ESTATE OF

DECEASED,

DATE OF DEATH,

190..

DEAR SIR. In pursuance of chapter 908, Laws of 1896, and the acts amendatory thereof and supplemental thereto, you are hereby requested to determine and ascertain the values of the following estates, annuities and interests:

[blocks in formation]

REPORT OF APPRAISER.

(§ 230, Tax Law.)

SURROGATE'S COURT-COUNTY OF

IN THE MATTER OF THE APPRAISAL OF THE ESTATE

OF

DECEASED,

UNDER THE ACTS IN RELATION TO THE TAXABLE
TRANSFERS OF PROPERTY.

[blocks in formation]

I, the undersigned appraiser, who was by an order of the surrogate of county, duly made and entered on the

day of

190.., directed to appraise the property of said decedent, at its fair market value at the time of the transfer thereof, in pursuance of the laws in relation to taxable transfers of property, do respectfully report:

First: That pursuant to chapter 908 of the Laws of 1896, as amended, I duly took and subscribed the oath prescribed by statute, and filed the same as therein provided.

Second: That on the

day of

190.., I gave

notice by mail, postage prepaid, to such persons, corporations, etc., known to have, or claim an interest in any property of said decedent subject to the payment of any tax imposed by said laws, including the Comptroller of the State of New York, and those persons and corporations named by the surrogate in his said order, of the time and place at which I would appraise said property, a true copy of which notice together with proof of mailing is hereto annexed.

That the names of those to whom I mailed such notices, properly addressed, and postage prepaid, as appears by proof of mailing hereto annexed, are as follows:

State Comptroller, Albany, N. Y.

Third: At the time and place in said notice stated, namely on the ......day of 190.. (and at other and subsequent times and divers places to which these proceedings were regularly adjourned), I appraised all the property, real and personal, of which the said decedent died possessed, and subject to the payment of said transfer tax, at its fair market value at the time of said transfer (including the property over which the decedent exercised a power of appointment), as follows, namely:

PERSONAL ESTATE.

(It is desired that the appraiser should classify the property in the following order: 1. Bonds; 2. Stocks; 3. Bonds and mortgages on real estate, promissory notes, etc.; 4. Cash in banks; 5. All other personal property.)

[blocks in formation]

Fair Market Value at Time of Decedent' Death.

Total.....

REAL ESTATE.

$.

(Insert a brief description of each parcel of real estate, sufficient to identify the same by reference to the records of the clerk's office of the proper county, or otherwise.)

Brief Description.

Fair Market Value at Time of Decedent's Death.

[ocr errors][merged small]

Fourth. I further report that decedent's estate is subject to the following deductions on account of debts, claims, expenses of administration and commissions, as follows:

Debt or Claim of

Nature of Same.

Fifth:

RECAPITULATION.

Total amount of decedent's personal estate

Total amount of decedent's real estate after deducting any incumbrances thereon

Total

From which any bequests or devises to those re

ferred to in said act as 66

specifically ex

empted" is to be deducted, the aggregate amount of which is

Also debts, expense of administration, etc., enumerated in the "fourth" finding above, amounting to

Leaving sum of

Amount.

« PreviousContinue »