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Home My WebLink AboutOC1969-0614 - ESTATE OF PERKINSFINLEYVILLE,PENNSYLVANIA 15332 TO:__RA...;....";;;.Y.;.-.MO.;,,.:ND_·_PE_R_K_I_NS _ HIGH HOLLOW ~3-6f~~~/f OFFICIAL NOTICE~OF INnERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION ) Date:A-:p:-r_i_1_2_9...:..,_1_9_6_9_·__ County W_A_S_H_I_N_G_T_O_N _ County Fi Ie No.-.."._ Bureau File No.__b_3_-t...........f_-_~_/_'_f/__ «.... RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DE'P-A·RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have received notice that,.lCXXXXXXXXXXXXXXXXX on March 28 19 69,you came into ownership of certain property through ~ ~$~transfer from WILLARD J.PERKINS,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.Checking Acct.#052-433-326 held in the WESTERN PENNSYLVANIA NATIONAL BANK,FINLEyvILLE OFFICE,FINLEYVILLE, PA.,in the names of WILLARD J.PERKINS or RAYMOND PERKINS. Opened 9-20-65 Balance as of date of death,$797.97 appraised by the Commonwealth,as of the date of death,at $797.97 __5_0_%of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 398.99$-_.:.--.:....----$-------- AMOUNT OF TAX DUE 23.94 D If you pay the above amount within three (3)months' of the date of death of the decedent,or on or before June-2S-19 69,you may deduct a discount of 5%of the amount of tax due,or ___~...2.0----- 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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid 23.94TOTALAMOUNTDUE APPRAISED BY:_~~::::::!:.:.-LL..,..6...::!~~'f4::-- $ ASSESSED BY: $-===============--~~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYEfg-~-"' 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: A.ii.2,~r H)\1 THE COMMONWE.AlTH COURT HOUSE WASHINGTON.PENNA.15301 you have already paid this tax to an executor,administrator,attorney or other personal representative of the cedent for forwarding to the Commonwealth,list,.below)he date paid,name and address of the person to whom u made payment,their official title and the amou'nt.>~"., te Paid Name and Address of Payee Official Title Amount Paid J •b (",..,"" der certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended you may qualify as deductions against the gross value of the property in the computation of tax due.If any ch expenditures meet all of the three following tests,it is recommended that you itemize the payments below, ecute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow ose which he determines to be proper.The tax will then be recomputed and you will receive an amended sessment of tax. E THREE TESTS WHICH MUST BE MET ARE THAT: •You were personally legally responsible'for these debts,and / -You actually paid these d'ebts out of the account or property described above and can furnish proof of such payment,if required,and •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 ate Paid Name of Payee Description of Obligation Amount Paid - TOTAL $ (attach separate sheet if requ ired) OMMONWEALTH OF PENNSYLVANIA) SS: OUNTY OF:) I,hereby certify that the foregoing is a just and true statement of uneral expenses and other debts of the decedent,,for which I as 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_...Signature of Taxpayer, ~~-.,, REPORT -OF,~EGiSTER OF WILLS~., , ..-',; I,the undersigned,du~ly 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 $" Date of Approval: Register of Wills w f C C D 3 2 TH Un or by su ex th as Da If de yo ,._----=---,;-=-=-:=----:-------------,--------------------.----------------Forin'RCC-2 •DEPARTMENT OF REVENUE BUREAU"·OF COUNTY COLLECTIONS HARRISBURG.PENNA.11121 COMMONWEALTH OF PENNSYLVANIA RESIDENT l'NHEdITANCE TAX APPRAISEMENT DATE ~~y.~.~..L ....!.~.~.~. COUNTY ~~.$.R.P!g.!.Q.N.. FILE NO §..~.::::.§.~.::..§J.~. Whereas,WILLIRD J.PERKINS late of FINL.EY.YILLE .. in the County of WA$JU.NQT.Q.N Commonwealth of Pennsylvania,having died on the ~.~.t.P.:day of ~~.~.~.h 19 ~.~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W R..CHA.NEI ,an appraiser duly appointed according to law, haying 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. Description of Asset JT.HELD PERS.: .T1:~hAl"ld nO'At'r.t.#052-433-326 held in the WESTERN PENNSYLVANIA NATIONAL BANK,FINLEYVILLE OFFICE, FINLEYVILLE,PA.,in the names of WILLARD J,PERKINS OR RAYMOND PERKINS.Opened 9-20-65.Balance as of date (f death,$797.97 Rmx One-half taxable Unit Values $ Appraisement Made for Inheritance Tax Purposes 398 99 I-----------------------------------t--:-----tt-----'-"---t--- Having been duly sworn accordi~to law,I do hereby certify that the above appraisement is made in GO~- formity with law on this ~ci.day of · · ·..· ·~a.·y~fi..............................19,. ..........................................................A..i!~~.·~..·Ap·~~~i·~~..·.. ...................,. (Number and Street) .................................WASHI.NG·T.ON ,Penna. (Post Offlee) ...........WA$t.I.:p~~IQT9.~.COU1tty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLARD J.PERKINS Deceased. Late of FINLEYVILLE Date of Death,Mar.c.h 2.8.,.l.96.9 . Appraisemel!t Docket Vol.,3...7 . Page,.........................................No....6..3.~6..9.~.6..1.4.. Filed in Register's OfJice,.May 2.2 19 69 Amount of tax due,$. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and ch(lrged,.~ r'" ,,'