HomeMy WebLinkAboutOC1969-0535 - ESTATE OF VOGANRCC-134 (8-65)
COMMON~EAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
fiLREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
&3 -(, 9 ... S"3s-
oFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND-tASS-:iSSMENT OF
ASSETS NOT SU BJ EC'! TO ADMINISTRATION
j
TO: _ ____;S=A=M=U=E.:::.L""TTG.:....;_ . .....:V.....:O....:.G~A.:..;.N _____ _
R. D. # 2, BOX 74
Date: ____ A....:!p"-r:....:i:..:l:;,___:8~,--=l:....:9....:6-=9---
__ __,...MONONGAHELA, PENNSYLVANIA 15063
\vASHINGTON County-------------
County F i I e No. __ ei_?_--_.2......;/.::...:~:;:.._--.'-7---,-__ . . r/
Bureau File No. --'-~C---'3~·--_t ...... f_-_:F.._"J_5 __ _
We have received notice that, BSX:ii~MYoL~~\01XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on November 21 19 67, you came into ownership of certain property through rlg'bX:liKKi&~K&K~l'VX..'Bi
w~~&~N~~*rua~~~~~ transfer from.~~RY S. VOGAN, 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.
The property on which tax is hereby assessed consists of: Jt. Bank Acct. #S-9355 ; held in the
FIRST FEDERAL SAVINGS & LOAN ASSN. OF :MONESSEN, MOl\TESSEN, PA., in the names
of GEORGE SARACO or MARY S. VOGAN or SAMUEL G. VOGAN. Opened 10-30-58.
Balance as of date of death, $2,549.54
2,549.54 ap;.raised by the Commonwealth, as of the date of death, at $
lj 3 1% of this amount is taxable at the rate of 2 %
l/3 of 2549. 54=849. 8 sORIGINAL ASSESSMENT AMENDED ASSESSMENT
~ of 849.85=424.93 DATE OF ASSESSMENT
424.93 TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before 19 you may deduct a
discount of 5% of the amount of tax due, or
0 This tax became delinquent one year after the date
of death of the decedent and, in addition to the
tax, statut~ry interest at the rate JJ.f% gf the f*g
per annum IS also due as of *__:·.:....:a-_~_:___...:.'--
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6% per annum until
paid
TOTAL AMOUNT DUE
$----~-"----$--------------
8.50
----~ ---
$ 8.56 $ :=:;:=====:--
ASSESSED BY:~ x ... L#J
(Agent for thf Commonwealth)
INSTRUCTIONS TO TAXPAYERS
(over)
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, I ist below the date paid, name and address of the person to whom
you made payment, their official title and the amount. ""
.,. '11" ~ ·-· '
Date Paid Name and Address of Pay~~ ' 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 actualiy 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
-
TOTAL $
(attach separate sheet if requ ~red)
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 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 by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ______________ 19 __ .
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
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AI-.~ ASSESSMENT OF
ASSETS NOT SUBJECT TO AD'MINISTRATION
TO: _G...;;;.E.....:;Oc.::..R=G.;;;...E_,;;;.;SA=RA=C;_;:O ______ _
R. D. # 2, Box 74
____ }_10_N~NGAHELA, PENNSYLVANIA 15063
.. (
Date: _----=..:AO..t:p~r-=i-=1~8...#-, --==.1.;,!..9~6.;,!..9 ____ _
WASHINGTON County ____________ _
County File No. __ 3'-+7_-___;_2.;.L../ ...... J_-rJ __
Bureau File No. --"~::....:!>::::;.1
.....l. t~y_·-.::::J:....:3~j--_ I
We have received notice that, ~.:»Kxxxxxxx.xxxxxxx.xxxxxxxxxxxxxxxxxxxxxx
on Nov. 21 19___§_7 you came into ownership of certain property through M.§IK~t~x«urppwt1¥alix
~~ transfer from MARY S. VOGAN, 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.
The property on which tax is hereby ass.essed consists of: Jt · Bank Acct. #S-9355 held in the
~IRST FEDERAL SAVINGS & LOAN ASSN. OF MONESSEN, MONESSEN, IENN:S.EXXXXX PA.,
1n the names of GEORGE SARACO or MARY S. VOGAN or SAMUEL G. VOGAN. Opened
10-30-58. Balance as of date of death, $2,549.54
appraised by the Commonwealth, as of the date of death, at $ 2' 549 ·54
1/3 ~of this amount is taxable at the rate of 2 %
1/3 of 2549. 54=849. 85 ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT ! of 849. 85=424. 93
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before 19 you may deduct a
discount of 5% of the amount of tax due, or
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* )in J ,d 9 69
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6% per annum unti I
paid
424.93 $-------$--------------
8.50
TOTAL AMOUNT DUE $ 8.56
$ =================·-
ASSESSED BY: __ ~~--:_~--=::......:....~..:......::::::...:....:...~·~---
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
(over}
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
J• -· • ; .-.;p;,.,iiJUJ~AAJH 1.-...t-I • • ·1.! .. ·~ ... ·, ...... J't!J!UiiiJ..;....J§t;..:.
• r·' \. :r ·.~niiC'tt~ .., ... u •• a "·"'~
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 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
~
'
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 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 by any other person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _______________________ 19 ___ .
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
DATE ... ~J.>..:r..~ .. !. ..... ~.~ .. '-.. .... !. .. ~.~.~ ...... .
. DEPARTMENT OF REVENUE .. BUREAU OF COUNTY COLLECTIONS
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
couNTY .......... wA.SHlNG·T·ON .............................. .
HARRISBURG, PENNA. 7772 7 FILE NO ............ ~.~.: .. ~.~.: .. ?..~.?. .................................... .
Whereas, .......... MA.RX .... § .. ! ...... Y.9..9.A~ .................................................................................... late of ............. ~Q~Q~~A~.I...~ ...................................................
in the County of .............................. W.~.~.~.!~.~~Q~ ........................................................... Commonwealt%ff Pennsylvania, having died on
the .............................. ~1 ....................................................... day of ................. ~~.!.~.~!>.~.~ ............................ 19.~ ... seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................................ W. .. ! ...... ~ .. ! ...... 9..~~.¥. ........................................... , 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
Description of Asset Values Made for Inheritance
Tax Purpoaes
$
JT. HELD PERS.:
Jt. Held Bank Acct. in the FIRST FEDERAL
SAVINGS & LOAN ASSOCIATION OF MONESSEN, MONESSEN, PA.
in the names of GEORGE SARA CO or MARY s. VAGAN or
SAMUEL G. VOGAN. Opened 10-30-58. Balance as of
date of death, $2,549.54 1/3 Ta:a:able 849 85
'I
WAS.HlN.G:T.Q.N............... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
. M.ARY. .... S ..•...... YQQA.N ..................................... .
Deceased.
Late of
MONONGAHELA ...... ····················· ···················································
Date of Death, November 21, 1967
Appraisemel!t Docket Vol., ....... .:J..7.. .................................... .
Page, ......... ~.:1.-~-~.?. ................ No. 63-69-535
~
Filed in Register's Office, .Ap.r.JJ ..... ~~-'-·19 .... §.!;)
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,
Entered and charged, .... ~
~