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HomeMy WebLinkAboutOC1969-0601 - ESTATE OF ASBROOKRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION F'c4 OFFICIAL NOTICE OFINHERnANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECT TO ADMINISTRATION ~3-~Y-CCJ/ WASHINGTON,PENNSYLVANIA 15301 TO:_..:;:MR~=:.;S.:-.;.=.BLA~=Nl.:.C=HE~-·...::.G.=.:UI=.NN:.:.:_ 395.DONNAN AVE.Apt,112 Date:MAY 8.1969 County WASHINGTON County File No._ Bureau File No._ We have received notice that,dtU~XXXXXXXXXXxxxxxxxXXXxnxXXXXXlxnxX on _April.26,19--09 you came into ownership of certain property through.ru.uDUljlrXQ~*J(UJUS_un :~ransferfrom MRS.R.H.ASBROOK,'Dec$ased. 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.-#83-4.788519'held in THE PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA,in the names of MRS!R.,H.ASBROOK or MRS.BLANCHE GUINN.Opened 9.21.64.Balance as of da.te ofdeatb,$691.94 appraised by the Commonwealth,as of the date of death,at $__6_9_1_._9_4_-_._ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 345.91,$------__~~~:~!r~~~='::'=-_'$.-;iir%R ijii - III?/0 AMOUNT OF TAX DUE 20.16' _D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before July 26 t 19 69,you may deduct a discount of 5%of the amount of tax due,or 1.04 , ,_______'_.l.-__ ,-, 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 ' ., ----------i " *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (. er) TOTAL AMOUNT DUE f ;..,f $20.7~;'r i$'~-- APPRAISED BY:~~~f-~.df:::.~~~:'---=--'AS'SESSED BY:_'--:-.~::"':";':::::::::::'=='=''=:::-::::?e~'-~-',,jL~L=:!-~...=::.::'..=!iL _ (Agentf9r:t~e ,Commonwealth) ,~.;.\. INSTRUCTIONS TO TAXPAYERS 1 i:. -,i J Make checks or money orders payable to:To'ins~r~p~oper:c'redit t(~your account this Official Notice must accompany your payment.Mai I 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 beIO\f'the~te paid,name and address of the person to whom you made payment,their official title and the o'mount:-' 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 "~A "u(/(PJ_:Y ~-~~j(///,;>,/(') TOTAL $///F /() (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_SS: 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 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__. REPORT OF REGISTER OF WILLS Si gnature 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 RCC-l03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEIH OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION FILE # INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF W_A_S_H_I_N_GT_O_N_ J This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. Will d MRS.BLANCHE GUINN 395 DONNAN AVE~APT.#12Amn.No.19 I,--;:-;---;-of _---==::-::=~=-;:----;---'-------- Misc.(Name)WASHIN~tms,)PENNA.,15301 being duly sworn according to law,deposes and says that he is the --',J'I!J--I"tWl.~Dlol.'e~p!.i.OLo;s....iL.tkJWQu.r--.,..__--------(Exec.,Adm.,Legatee,etc.) of the estate of -"'Ml4.R....S.....'--""R......-----'LHL.I.~A...S.....Bl..&.R....Ou.Ou.JK"__late of __---;::~W~A""'S....,H'-':I......N~G~TLJOloLJN"7:_:__------ (City,Boraugh",or Townsh.!,p) deceased,and that the whole of the estafe of s9id decedent,who died on ---'-A--'p~r=_1=;:·==1=-:~=_6"_+,--=1::.;:9~b=-='9--------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed before me the day of 19__ (Signature)(Title) Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset Estimated Market Value Department Valuation CAUTION (Do not writ.e in this space) Jt.Held Pers.: Jt.Bank Acct.#83-4-788579 held in th PITTSBURGH NATIONAL BANK,WASHINGTON OFFIC , WASHINGTON,PA.,in the names of MRS.R.H. ASBROOK or MRS.BLANCHE GUINN.Opened Balance as of date of death,$691.94 691.94 691.94 TOTALS Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the ~lJes s,~t Woo the last col mn to the right.....:~~~=_~--1_'_/(""L___'/~~~~~~:::=9r Dated:'?:..Inheritance Tax Appraiser \¥M.G.NEIL FUNERAL·$1118.10 $1118.10 TOTALS $1118.10 $1118.10 REPORT OF THE 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 in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents the sum allowed as a deduction. Date of Approva I:__M_a-=y~1_2_,~1_9_6_9 _ Reaist,.,of Wills Will } Administration No.Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MRS.R.H.ASBROOK Deceased Late of WASHINGTON County of WASHINGTON J Commonwealth of Pennsylvania REPORT AND APPRAISAL