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HomeMy WebLinkAboutOC1969-0272 - ESTATE OF KUHNCOUNTY ..#.fJJ Y!..A.S.HI.N.Q:.T..Q.N . ~..'- March 4.1969..................................................:.DATECOMMONWEALTHOFPENNSYLVANIA DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS APPRAISEMENT HARRISBURG.PENNA.17 127 FILE NO 6.3.-;;.6.9.;;;;.2.7'2 . Whereas,~.f.~§..~~..P~P.P~HA.x ~.y..~~late of '.~A.§~P~~9..T9..~. in the County of yA.?.f.IJN.Q.:I.'.QN Commonwealth of Pennsylvania,having died on the ..4th day of .P..~.G.~.m.'b.~.r.19 9.,SSeized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;.,,,.R.CHANEY Therefore,I,,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 Appraisement I Description of Asset Values Made for InheritanceTaxPurpoles $ JT.HELD PERS.: Jt.Sav.Acct.#16644 held in the PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,'vASHINGTON,PA.,in the names of PAUL E.KUHN or MRS.BIRDIE ~fAY KUHN. Opened 8-26-57.Balance as of date of death,$11,739.~7 One-Half taxable 5,869 64 Less Df1D 1,222.00 1,222 00 CLEAR VALUE 4,747 64 plumber and Street) .............................WASH.I.NG..T.QN ,Penna. (Post OflleeI #63 'vASHINGTON...............................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of (.MRS.•..)RIRD.IE :MAY K.UHN . Deceased. Late of .........................WAS.H.l.NG.l.'ON... Date of Death,December 4.1968 Appraisemellt Docket Vol..37,. Page,~.l..9..l..~.8.No 9..3..~..6..9..~.4.7..2. Filed in Register's Office,Narc.h.....4 19 .6.9 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appra-isement,.. Appeal f,.om Appraisement,. Entered and charged,.. ,, •.J 1 J I Date:__---::..:JA:..:;:NU:.:...:..::.;A:.;:..R:..::.Y_1=..O::......tL-:::1:..::.9-=-6=-9__ County __...;.;.W.:;.;:A;,:;,;SH=I::.;;N;.;..;:G;,..,.:T:....::O=N _ 15301 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION ___,!ASHINGTON,PENNSYLVANIA County File No._ Bureau File No.6.,3-~'7-~2~ We have received notice that.~ on Dec.4,19-6S_T;e~T;propertythroug'... transfer from MRS.BIRDIE MAY KUHN,deceased. TO:_----"-'PA:.::.:U=L~E..:...•....:.K::.:;U..:.:HN::..:....-_ 381 W.CHESTNUT STREET RCC-134 (8-65).~ 'COM~ONWEA'"TH 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.Held Save Acet.16644 held in the PITTSBURGH NATIONAl,BANK,'iASHINGTON OFFICE,WASHINGTON.PA ..,in the nil RaJB8S ef PAUl.E.KUHN or MRS ..BIRDIE MAY KUHN.Opened 8-26-57.Ba]anee asofdueofd"~.S~1~1~,7~.3~9~.~2u7~/---------------_ appraised by the Commonwealth,as of the date of death,at $11,739.27 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_--,5==L;.~8a.i6~9..L'6~4L..-_ AMENDED ASSESSMENT ,:rft~61$-------- AMOUNT OF TAX DUE 352.18 D If you pay the above amount within three {3}months of the date of death of the decedent,or on or before Mar.4 19 69 you may deduct a discount of 5%of the amount of tax due,or - ---1~..61--- D This tax became delinquent one year after the date of death of the decedent 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 $ RUCTIONS TO TAXPAYERS *If the taxjs not paid by the above date additionalinterest~i;due at the rate of 6%per annum until paid 352.18 $==============_ ASSESSED BY:-"""~:t",.....r..~......~.eLe"'f.~---,rt..~:;.!:·::&,·~'(~{~",('-""'~O«"'f$6'1-J --- {Agent for the Commonwealth} APPRAISED BY:=~~:""-..f.4,I.~~~:"'-- Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bri ng it to: L_~"••~,L~E CO;'jl\lONWEALTH GOUilT HOUSE WASHliHnuN,PENNA.15301 {over} If you have already paid this tax to an executor,-admimstrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth.,list b.elow 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 ci~cumstances,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 person,al 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)An,P /,;[.:2..<.-d TOTAL $/;;2':<2 ~ (attach separate sheet if required) COMMONWEALTZHOFPENNSYLVANIA)SS: COUNTY OF:I) I,~C ~hereby cerf y that the foregoing i 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 herei axed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimea by any other person,for inheritance tax purposes. SWOR~DBEFORE ~~~~S dkJ DAY OF.c£1 6c~ G~~~C~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 $--------Ct Date of Approval:_ Register of Wills