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Home My WebLink AboutOC1076-1165 - ESTATE OF NUZUMRCC-134 (1(}75) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION < OFFICIAL ~OTlCE of:<INHER ITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:Lucille J.Carlson RtQ 3 t Box 46-A Muscoda,\flaconsift 53513 Date:November 10,1916 County Washington County File No./1-d /-i ! Bureau Fi Ie No.63-76-116S '. We have received notice that,as a result of the death of Rev.kent.R.Nuzum (Vaald.nston) on September 1 19 16 ,you came into ownership of certain property 'through right of survivorship,which was formerly owned by the decedent. 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:J<t.HeW DaDk Account 161-11213.,held !Dtbe Hellon Baak.B.A.,Vashiagtoa Office,tiaahiJ1gton,~.Iisnid In the names of Rev.LucUle M.·Nuum or Lucille J.OArleon.Opened,8/15/14. Balance as of date of 4eath,$13,338.2%. appraised by the Commonwealth,as of th e date of d~th,at $13,338.22 50.%of this amount is taxable at the rate of % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE If you pay the above amount within three (3)months of the date of d;ath of th,iecedent,or on or befor.e _ Dec.19__,you may deduct a dIscount of 5%of the amoun t of tax due,or This tax became delinquent nine (9)months after death (one year if death occurred prior to December 22,1965 and fifteen months if death occurred on or after December 22,1965 but prior to June 17,1971)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 $==========/TOTAL AMOUNT DUE $__3_80_··._1_4_·__ .~/"-~'APPR AI SE D BY:%//./i"/"//t .'..AS SE SSED BY :.---;-:---;---.-;:----70';'-------- (Inheritance Tax AppraG'~r)d i'.''"(Agent for the Commonwealth)",....../r~//,",- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your accou this Official Notice must accompany your payment.Mail or bring it to: Harvq Stuart.Ag_~ Washington Coum7 Court Bouse Washington.PeJma.15301 ,I NOTE:Any party in interest who is aggrieved by this notice may object theretp.within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax A,cJ of"1961,72 P.S.2485-1001.~;..:~......-_•.':''':'':~J;;; QUADRUPLICATE -REGISTER OF WILLS COpy 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 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 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. SCH I=nlll 1=OF IJI:.~I ~ Date Paid Name of Pavee Description of Obliaation Amount Paid TOTAL $ (attach separate sheet if required) 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 futher certify,that to the best of my knowledge and belief, these some debts wi II not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS---DAY OF19__. Signature of Taxpayer REPORT OF REGISTER OF WILLS 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 Wills ...'"--------_...--_..._--....._-~----_...._-_....----_-..----~-~~-.._------------.......---..._---...._-----_.- $---------!n! $'=4ii'i'i'i":::;;FiF====I~1380.14 / f ~_....",''''''''"'0"·If_.'_.. ~" .,'... I Remarks:,I i lllll •.•••.<i ..t··.•....",'i..·<.t.X ..........<··.X X..<.p~~~.~I~.E~TPf.R~V~f'lyEi.·.X·.i .•••·X.·...•.··.;.'.'<..·.X.··...•..•'1=!I~().F47451.p~F,.~,~L•...RI:~.I:,PTi •.;~EININ~Yly"NJA;INH.ERIT".N~EiANDEST.ATE.JAX••·•••·•• i'·ll::::=::;::===~==============~======~~~~~~~~====~ i~i RECEIVED Tbree IlWldt'e6 J:tghty an4 14/100"'--"'-'1e'Pr"ese"m'l1fg-1"mi,?\,S'I}'rV~ii1~m-rrcmt'~trr-_...dollars 1 1 =1 Estate Tax due from the following estate:i~1 From:11\1:-11:.e~e:~l:on i'eytn.g on 1fil·.Llab* 1=..':.Address ~¥~3B03(~6.~A 2%Tax on $ I~i~l . .6%Tax on $$-----:::-==--:--:::------llJli;i ~---..6.--;7"6....,6-9---,.1'"'1.--------400.lS I ' ~1!File No.63-16-1165 Date of Death 15%Tax on $$$_-~~~~~~~~~~~~~~tl~.j.11 ii,Date of Payment -J.IPJQi----tl'e<:lem1:~r\tjft91ro---l %Tax on $_________I Estate Tax,Act of Ii IiNameofDecedent~iIMh--.1.~~~~h__N:wNm----l May 7,1927 $----------l~j i County __ll'W[ij.~W:lG:talL--------------1 TOTAL TAX CREDIT $-"""'40*'..l'lrljt"t.-,,-r!-elS----II,j Less five percentum of tax if I paid withi n th ree months after i date of death $__..",...,:--==~II ,.."<:~;"r'."II'..~~h':'Plus interest at the rate of 20.01 I •i;'.I''4,,''I'~.•~. ,t ••.·.""7.;.,'~.''_\._%from_________$,----------·11~:1..!I ,,4:".-:: 11',,..1 'I.to 'j ..•'~~'"'\~'l','"------------I'I .t'''~-,'"-,s.,'l ,~_".--~ii;.;$___.~-.~.'\'fl .~'1UOO~[p[L~,(~flylt~~~:3:f'~,~'.L:.t,t )OTAL AMOUNT PAID..,....""'".1/NOTE:This Triplicate Receipt to be'r:toin=S~'#t!Jfj;f;"("\~:,' NOTE:In accepting the transfer ·i~herit~n~e;ax~.~:~·{l.::t~;~::~stat:es,prj;";ta t~ee~:~~ea~t~:lif'..;;.e--r-Y::tb~tfi:t'i:l~h3*"~*;;6(7~~;;T"--11!l1 tenant or tenant for yeors,os evidenced by this re~eipt""rt':is iJnciersiood .thot the Commonwealth sha I not be precluded or prevented from hereafter ·assf3ssing.additionci[.inlieritance tox at the deoth of the life tenont or tenant for years whenever it oppeors'Ihot"s'uch additionol tox moy be legally due ondl-f*;.;#;;~~z7\:;t;;;:~±vk;.~s;;;r:;q.76~~~~;c; collectible for ony reason whotsoever. ., RCC-43 (5-65) ).-. COMMONWEALTH OF PENNSYLVANIA DEPkRTMENT 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: SEP 281976 Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961~.Iweherewithsubmitthefollowingreport:. NAME OF REPORTINGFINANCIALINSTITUTION __M_e_l_10Il_B_a_n_k.:-,_N_oA_o _ ADDRESS 40 South Main Street,Washington,Pa.15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_---:6~1~-.:..dll=_=2""""13"____'__ NAMES ON ACCOUNT OR INVESTMENT Rev.Lucille MNuzum or Lucille J Carlson DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR --'R=e"-"v;..:......L=u=c=i.=.oll=e'--M~Nol.l::u~zum~_ ADDRESS __~R.....IDOL.....II;#..J..5.....IBLloQ~x_5.L.11""l3'+•....IWiILlOaI.,i;l,S.u..h1.u.·DJ.e;g,..l.ltQu.JD~...Pa..........l...l.5..u3Q.L.Jl"--_----·"pATE OF DEATH 9/7/76 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __L_u_cl_·l_l_e_J_C_ar_l_s_o_n _ ADDRESS __--=R.:.:::t~~~~-=3;...:;.Bo::.:x~4.::..6-..:::A:J.,......:M:..::u:.:s:.:::c.::.:od::.::a:.....::..W.:.:is:.:c:.:::o.:::;ns~i~n~5~3::..::5:..:.7~3 --- RELATIONSHIP TO DECEDENT__....:d::.:::a:.:::ugl::L:h~t:.:::e.=.r__-'--_ DATE DEPOSIT OR INVESTMENT/'t WAS ESTABLISHED --:;:..:8/-=1.:;.l5/..,:.7...:,.4 _ I BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_---..;1;;.:;:3:..2.,23:::.:3:,.::8:..:.,;.2~2=--_ fp1D ~c7uJrJ·· !e- C,G:Is.9.//(5;> -S";t ft}~../.2~)-7<. vQt~LAssistant Manager Signature TITLE RCC-134 (1G-75) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE O~INHER ITANCE TAX APPRAISEMENT AND ASSESSMENt OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:Lucille J.Carlson Rt#3,'Box 46-A Date:November 10,1976 County Washington Muscoda,Wisconsin 53573 63-76-1165 We have received notic,e that,as a result of the death of Rev.L c'Ie M.Nuzum Washin ton on September 7 19 76 ,you came into ownership of certain 'property through right of survivorship,which was formerly owned by the decedent. -' Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liabi'lity for the payment of the inheritance.tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consist's of:Jt.Held Bank Account #61-11213,heldintheMellonBank,N.A.,Washington Office,Washington,Penna.Issued in the names of Rev.Lucille M.Nuzum or Lucille J.Carlson.'Opened,8/15/74. Balance as of da~e of ,death,$13,338.22. appraised by the Commonwealth,as of the date of death,at-$13,338.22 50 %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 $6,669.11 $------- AMOUNT OF TAX DUE 400.15 If you pay the above amount within three (3)months of the date of death of the decedent,or on or before _ Dec.'7 19:.1L,you may deduct a discount of 5%of the amoun t of tax due,or 20.01 This tax ,be~ame delinquent nrne (9)months after death (one year if death oC,curred prior to December 22,1965 and fifteen months if death occurred on or after December 22,1965 but prior to June 17,1971)and in addition to the·tax,statutory interest at the rate of 6%of the tax per annum isalso due as of *'19,_ in the amo'unt of' $==========$380.14========== *If the tax is not paid by the above date additional .interest is due at the rate of 6%per annum unti I pqid APPRAISED BY :~~~td2."-Ld~~~;a',-AS SE SSED BY :--;-;------;~---;:---"""i":"O';'---~---~y (Agent for the Commonweolth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:rl To insure proper credit to your account C\G.'()•\f'\4,:)this'Offfcial Notice must accompanyt,,L)./IA--/1 t ~"",.yo",poyment.Mo;l 0'bdng ;,to' otL $'3 ~.o./f Harvey Stuart,Agent U '0or-~_;C If·j3 -Washingtc~n County Court House ,~~-,~/'J~Washington,Penna.15301 Ncfi1E:An(.jarty in interes~is aggrieved by this notice may object ,there;o within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001. ORIGINAL -DELIVER TO THE TRANSFEREE 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 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 agail1sJ ,the gross value of the property in the computation of tax due.If any such expendit~~;s meet alrdf th~three-fllirowing·te'sts,it is recommended that you ite,mize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts c-Iaimed'dnd aHtiw~' 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: c r 1..You ~erepersonally 'I~~all;respo~sib.le'-f~r,th~se 'gehts,and ...-f..l •.•4'.~_~--I ~.•'_•II ,..... •(...l ~•~". 2.You actually paid thecse'debts and'c~rif:~nrsh p'roo(a'"f s~ch payment,"jftequrred,a~J"-, 3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the deced-e~i'hand~ing the administration of the general estate of the decedent or any other tran sferee. S('HFnI"F OF DERTS Date-..E.cid J ame of Pave~De,scription qf ObliQation ,(J ./17-"""'" Amount PJ:lid J"I,J <g /)...hi TOTAL $J..~t2I,{;~ (a ttach separate sheet if requ ired) COMMONWEAL TH OF PENNSYLVANIA) SS: COUNTY OF -)• I,~/l~Wy,c~t;f;.tbo))!;.e lorego;,g ;s a iost o,d troe stoteme,'01 IoneroI expensesan~other.debts of the decedent,:~~.~,for which I was legally responsible and whICh I did payout of the property herein taxed.I futher 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. j,arDAy OF Signature of Taxpayer .~EPbRT OF,REGiStER OF'wlLLS.--;,.~.... I,the undersigned,duly elected R.egister of ~iHsin ansi for the ab~~.e county,do respectfully report that I have allowed deductions listed above in the total amount of $. Date of Approval:_ Register of Wills