HomeMy WebLinkAboutOC1969-0288 - ESTATE OF BATERCOUNTY #.6...1 Y!.A.SH.I.N.G.T.Q-N .
FILE NO fJ.::::..§.9...::..~..B.B...
DEPARTMENT OF REVENUE..
-6uREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.77 727
COMMONWEALTHAOl}F P~NNSYLV ANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE March 6,1969
MRS.HERMAN BAIER McDONALDWhereas,late of ,..
in the County of JIJASHING.T.O'N Commonwealth of Pennsylvania,having died on
the ~.9..!.h day of p...~.<:..~J.Tl.~~.E 19 §..~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W..~R.~Q.HA.N~X ,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 AppralsemantDescription01AnetValuesMadeforInheritance
Tax Purposes I
$
JT.HELD PERS.:-----_._--
Acct.#73-009317-6 (1)IJt.Sav.and Cke,.Acct I
#'73-40281 6 held in the UNION NATIONAL BANK,PITTS-
BURG,PA.in the names of MRS.HERMAN BAIER or MRS.
FRANCIS BLATZ.Opened 2-7-57.TIa1ance as of date
of death.(1)$9,000.00 and (2)$1.203 76
TOTAL AMOUNT $$10,203.76 One-half taxahle xXrl:~~~
5,]01 88
$5,10l 88 Gross Amount
-1,416 45 D f1 D-"
3.685 43 Clear Value
-
Having been duly sworn accordi~o law,I do hereby cert~hat the above appraisement is made in con-
formity with law on this ..................•i ...~......day Of==~~~~.
Penna.
·\vASHINGTON ................County
Date of Death,
Page,No.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS.HERMAN BAIER'
Deceased.
Late of
McDONALD...................................................................................................................
Dec 20.1968
Appraisemel!t Docket Vol.,:r7...
63-69-288..
Filed in Register's Office,~.f~T.~.:h.:§.~J9 ~9
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal fl'om Appraisement,..
Entered and charged,..
o
•
,{
~
;'j
__M_C~ONALD,PENNSYLVANIA
OFFICIAL NOTICE OF..INH~ITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINISTRA TION
RCC-134 (8-65)
~#'COMMONWEALTH OF PENNSYLVANIA~DEPARTMENT OF REVENUE -
.'B)J~EJ(U OF COUNTY COLLECTIONS
~,INHERITANCE TAX DIVISION
TO:MRS.FRANCIS BLATZ
R.D..#1
15057
J
Date:__~JA~N~U!!!:A!!:R~Y~16!L,f--.tIll:..li!9~6.il..9__
WASHINGTONCounty _
County File No.--._-
Bureau File No.__(_3'_'_'_,C_'_r_.2_<r_Y__
We have received notice that,~~XX~~~~~X~
on Dec',20 19....68,you came into ownership of certain property through~=m
~1iIXIUdttUtXX transfer from MRS.HERMAN BAIER,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 inheritance tax due is imposed upon you,as transferee.
AMENDED ASSESSMENT
S-/o/,f<P$--c3-/-1-r-1~~-~~~-:::-'<::.-$__..:...5~,1:...;.0.::;.1.:...;"8;;..;;;8_'_
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
The property on which tax is hereby assessed consists of:Jt.Sav.Acct.#73-009317-6 (1)and
Checking Acct.#73.40281 6 (2)held in the UNION NATIONAL BANK OF PITTSBURGH,
PITTSBURGH OFFICE,PITTSBURGH,PA.,in the names of MRS.HERMAN BAIER or MRS"
FRANCIS BLATZ.Opened 2...7....57.Balance as of date of death,(1)$9,000.00
and (2)$U,..1.,....2w;OI.;J3__.7~6.:L-,--__~~~~_
appraised by the Commonwealth,as of the date of death,at $10.203.76
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
AMOUNT OF TAX DUE 306.11
D If you pay the above amount within three (3)months
of the datfra'f deC1J~of the dec~9nt,or on or
before r..,19 you may deduct a
discount of 5%of the amount of tax due,or 15.30 //tf (;______~f__
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
$306.11 $.;?/0.ot
ASSESSED BY:'7:i:~~~"""'~"'....::..~h:::::.if_~~,;::~;;:.;::..'-tI(.~.J".:::;;:~~~_
(Agent for the Commonwealth)
TOTAL AMOUNT DUE
APPRAISED BY:...l2==:::::.::....-...A~·V/L..~_...:._.;,.~~r1~-
(Inheritance Tax A'P'praiser)(/
INSTRUCTIONS TO TAXPAYERS
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
,.,..,:..
(over)
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 addr,ess oLthe person to whom ~1
you made payment,their official title and the a~unt':,,'";'\-.~
'"'.
Date Paid Name and Address of Payee OfficiaI Ti tie Amount Paid
.....-..
COMMONWEALTH OF PENNSYLVANIA)
"'SS:'
,.
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 foll,owing te,sis,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 le~rl:Jlly responsible for these debts,and
2-You actually paid these debts out of the account or property ~escribed 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
deced~nt or any other transferee.'
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
/-.<.-.tv -r-~AJ ..e /7~7 Y'-S--
2"-/7-'{Y R -7 .....A
71<:-/2 ~'./9c:-'"?)
,
I ,
TOTAL $/~/tf.~J-'
(attach separate sheet if required)
~~~.
COUNTY OF:_
I,hereby certify thcit 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 pay out of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed hy any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED B~FORE.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 Wills