HomeMy WebLinkAboutOC1969-0637 - ESTATE OF SHADELRCC-'3~(8'-65)
COHMONWEAL TH OF PEIIIINSYLVANIA
'•..DEPA~TMENTOF R:VENUE'.',au ~E·,s·l!-CF COUNTY CCLLECTIONS_NH=~rrANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
-APPRAISEMENi-AND.~SSESSMENTOF
ASSETS NOT SUBJECT TO ADMINISTRATION
~/
______~Z!ON,[LL.60099
TO:__V_I_R_G_I_NI_A_S_._B_A_I_R_D _
909 SHILOH BLVE.
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Da"e:May 19,1969
Comty WASHINGTON
COlJnty File No..37-':>..<'3.--'3
BUleau File No.t 3-67 -£.3.7
We hJVe received notice that,<UCKUOOUIUHlKJXsIXXXXXXXXXXX:XXXXXXXXXXXXXXXXXXXXXXXX
01 Ie"arch 12 19-6.9 you came into ownership of certain propert)'throughXXiiKIfXH~XOOXXIW
transfer from ESTELLA V.SHADEL,Deceased.
UridEll'the Inheri~ance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
old -he liability fer the payment of the inheritance tax due is imposed upon you,as transferee.
lne...£."C?pertl on which tax is hereby ass.essed consists of:Jt.Bank Acct.held~ED~L SAVINGS &LOAN ASSN.OF WASHINGTON,PA.#5-2-27292 in
,ESTELLA V.SHADEL or ELIZABETH S.BIRCH or VIRGIN1A S.BAIRD.
Balance as of date of death,$2,311.54
in the FIRST
the names of
Opened 1-24-69
aFpr.is~d by the C::>mmonwealth,as of the dat~of death,at $2,311.54
-/3 J6 of this anount is taxable at the rate of 6 %
p 1/3 of 2311.54=770.51 ORIGINAL ASS::SSMENT
DATE CF ASSESSMENT !of 770.51 =385.26
TAXABLE AMOUNT $385.25.--
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSMENT
$---------
AMOUNT OF TAX DJE
C If you pay the aJove amount within three (3)months
of the date of de-ath of the decedent,or on or
befole June 12 19 69 you may deduct a
discilunt of 5%d the amount of tax due,or
o T~is tax'becam:delinquent one year after the date
of death of the cecedent and,in addition to the
ta<,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the cmount of
23·.11
1.15
TOTAL AMOUNT DUE $
*F the tax is no'paid by the above date additional
i.terest is due ot the rate of 6%per annum unti I
paic
$~==============--
AP'PRAI5ED BY:ASSESSED BY:_~L.b~~~~.-:~~==:::et.~1::=·~,,-e~~::!::.J~__
(Agerrt for the Commonwealth)--
INSTRUCTIONS TO TAXPAYERS
16301
Male ·:hecks or mon:y orders payable to:To in~ure proper cred it to your account
this Official Notice must accompany
your IMyment.Mail or bring it to:
1(wm:"ALl---
AGENT fml THE tO~fi';"!1~fALTH
COURT HOUSE
WA'.UlmTON,PENflAt
(over)_~
#-0 33 5 /0
;
Amount Paid
..r '..Official TitleNameandAddressofPayeeDatePaid
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.,.. ...•It
.-;..
Under certain circumstances,if,after the date of death of the dece_dent,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.
1-You were personally legally respon~ible 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 requ ired,and (.
3 -These same debts are not also claimed,for tax purposes,by an executor,adininistrator or other
personal representative of the decedent handling the administration of the general estate of thedeced~nt or any other transfer~e..
..I "':.
SCHEDULE OF DEBTS
Date Paid Name of Payee ..Description of Obligation Amount Paid
:
---~_..,.-.---------
TOTAL $
(attach separate sheet if requ I red)
SS:
COMMONWEALTH OF PENNSYLVANIA)
COUNTY O~_
I,her~by certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for wh ich 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 __.
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 $--------0
Date of Approval:_
Register of Wi lis
COUNTY Jy.ASHI.NGT.O.N._ .
FILE NO ?.~.::::.~.~.::::.~..~.?..
DEPARTMENT OF REVENUE
Bm;:E~U OF '~OUNTY COLLECTIONS
BAaRISBtJRG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT1NHERITANCE TAX
APPRAISEMENT
DATE May 27,1969
ESTELLA V.SHADEL WASHINGTONWhereas,late o~..
i.t:1e County of ~A.~.~.~~9.".TQ~Commonwealth of Pennsylvania,having died 01
the }.~.~P.:day of ~~.~~.J:1 HL..§.~.,seized and possessed of an esta:e
SAb~ect tOo Inheritance Tax under the laws of the Commonwealth of Pennsrlvania;
T:terEfore,I,~..~~.~9..~~.~.X ,an appniser duly appointed according to la\p,
having been desi~ated to make a fair and conscionable appraisement 0:the said estate,and to assess and ft.!C
Ute ~a~value of -lll annuities and life estates growing out of said estate,ilereby file the following appraisement:
In the event thEt any future interest in this estate is transferred in possession or en:<lyment to collateral heirs of the decedent aftH
the etCpiJatim of any ~tate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfa
ilL"lel".tarce taxes at tile lawful collateral rate on any such future interest.'
Unit AppralsemaItDescriptionofAlsetValuesMadeforInhelltance
Tax PurpoES
$
JT.HELD PERS.:
JT.BANK ACCT.held in the FIRST FEDERAl SAVINGS f-t HUN
ASSN.OF WASHINGTON.PA.#s-2-27292 held in the names of
E5TEL:'A V.SHADEL or IKIXXtIX ELIZABETH S.BIRCE or VIRG NIA
S.BAIRD.Opened 1-24-69.Balance as of date of death,I
$2 ~11 54 1/1 TaYah1p.770 51
Virginia S.Baird share $385.26 385 2€
Paid in full 5-26-69
..
•
..,..
\
.
_..~.:.~,
Hav:ng been dt:ly sworn a~cfr~ng to law,I do hereby certify that the above appraisement is made in con-
for:nity ~itl law on this ~day of :::::::..::..:..:::::::::::::::::::~~::::::~.:..:~::::..:..:::.::::::..::::::::::::..~..~:
Appraiser
........................................................._.
(Number and Str.et)
...............................\iASHINJT'ON ,Penna.
(Post Ofllc:e)
March 12,1969
..~,
............WA$.6INQ.TQN.......County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ESTELLA V.SHADEL
Deceased.
Late of
WASHINGTON
Date of Death,
Appraisemel!t Docket Vol.,~.7..:.
Page,~.~.~.~..:}No..J;..~.~.§.~~.§.~..7..
Filed ill Register's Office,M.a.y:2.7..,.19 6.9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.llt Appraisement,
Appeal ft-om Appraisement,.
Entered and charged,.
'\
~
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a'+':.
~:;;.
I
I,
15301WASHI:~GTON,PENNSYLVANIA
Date:..:../_----:M:.:.a=..y!!...-,.;1=.9=..z...,...,;1::..:9:....:6:..:9=---_
/Co~nty __W_A_S_H_I_N_G_T_O_N _
County Fi Ie No.__3_?_---_.:l_2_3_-.._8__
Bureau File No.~3-,f -'3.7(
We hJve received notice that,~KIr'XI~XXXXXXXXXXXXXXXXXXXXXXX
o.March 12 19..6.9-,you came into ownership of certain property through r.wfouDi~
transfer from ESTELLA V.SHADEL,Deceased.
RCC-134 (8,651
'j0l<,MONWEALTH OF PEtlNSYLVANIA
-t'lEPAHMENT OF R~VENUEBUREA~CF COUNTY CCLLECTIONS
NHERliTANCE TAX D'VISION
t~-tf-£37
OFFICIAL NOTICE OF I\IlHERI'TANCE TAX
APPRAISEMENT AN,9?ASS~SSMENT OF
ASSETS NOT SUBJEC7TO ADMINISTRATION,r~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiil;;;;;;;;;iiiiiiii iiiiiiiiiiiiiiiii!~~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil;;;;;;;;;iiiiiiiiiii iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiDiiii'i.;
TO:_---:E::-:L:-=I---,ZA=-3_E-=T=H~BI__:R=C=H==__--.'.
530 E.BEAU STREET
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
a.d the liability fcr the payment of the inheritance tax due is imposed upon you,as transferee.
The )roperty on 'which tax is hereby assessed consists of:Jt.Bank Acct.#S-2-27292 held in the
FIRST FEDERAL SAVINGS f1 LDAN ASSN.OF WASHINGTON,PA.,in the names ,of XIDXIl
ESTELLA V.SHADEL or ELIZABETH S.BIRCH or VIRGINIA S.BAIRD.Opened 1-24-
69.Ba1aace as of date of death,$2,311.54
$---------
AMENDED ASSESSMElff
385.26
$-_-:....-------
D_HE (·F ASSESSMI:NT
T.~XAB _E AMOUNT
l :SS:.~LLOWED DEBTS
N:T TJJXABLE AMOUNT
appraisad by the Commonwealth,as of the date of death,at $2',311.54
1./3 :i of this a.,ount is taxable at the rate of 6 %
1/3 of 2311.54=770.51 ORIGINAL ASSESSMENT
!of 770.51 =385.26
AMOUNT OF TAX DlJ E 23.11
o If ycu pay the above amount within three (3)months
of the date of death of the decedent,or on or '.
befo~e June 12 19 69 you may de,duct a
disC)unt of 5%of the amount of tax due,or ____~..l5-_
C This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tox,statutory interest at the rate of 6%of the tax
per <:-nnum is al~o due as of *_
19 in the amount of
*If tbe tax is nat paid by the above date additional
interest is due at the rate of 6%per annum until
pai~
$TOTAL AMOUNT DUE
AFPRAISED BY:-=y.~~~~~~~~=--23.11 $===;:::===:=:..
ASSESSED BY:_~Lk=::===-":=~~~~·...::::=:::;...._'---=_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Ma'<e checks or morey 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 h,ave 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 amou_':l.t.Ji1 _-,
.",
Date Paid Name and Address of Payee'__\Official Title Amount Paid
!-l ......•,.\\,j.:4'
I.r
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 p,ayments 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··recom·puted and you will receive an amended
assessment of tax.'
THE THREE TESTS WHICH MUST BE MET ARE THAT:
---oj,...
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 dec~dent ~andling 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 Ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
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__.
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 cillowed deductions li.sted above in the total amount of $..
Date of Approval:_
Register of Wi lis
..'~iJ:l!:PAit~M,~TOFRE~ENUE.
.BUREAlY~1'COUNTY COLLECTIONS
HARRISBURG.PENN,"17127
COMMONWEALTH OF PENNSYLV.Al\o;IA
RESIDENT INHERITAN~ETAX..
APPRAISEMENT
DATE J.:Jm.~~..)l.9..9..9..
NTY WASHMNGTONCOU ..
FILE NO §..3..~.§.~.~.Q.3...7._.._ .
-Wh~r~as.. _~.~~~.~.~y.~~.~.~.~.~late of WA~HIN.Q1Q.N._
in the County of ~A.$.~.!.N.9..r.9..N.Commonwealth of Pennsylvania,having died or:
the ,!..~.~.~.:day 'of :M.~.~~.h 19 Q.~seized and possessed of an estate:
subject :0 Inherita:r.ace Tax under the laws of the Commonwealth of Pennsy~vania;
Therefore,1,~,~~..~~.~~.~,an appra.ser duly appointed according to law.
ha7ing iJeen desigr.ated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the,cash value of aD annuities and life estates growing out of said estate,h:lreby file the following appraisement::
In t:1e event that any future interest in this estate is transferred in possession or enjcyment to collateral heirs of the decedent after
the expira.:;ion of any e..otate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritanc.~taxes at the lawful collateral rate on any such future interest.
Unit Appralsemenl
Description of Asset Values Made for InheritanceTaxPurpoles
$
JT.HELD PERS.:
Jt.Bank Acct.#S-2-27292 held in the
FIRST FEDERAL SAVIN6S &LOAN ASSN OF WA:">H I rJlwT II"Pt
in t:hiE!n~m"'C!nf'Ii.:">''Ii.,TA IT ~l.lAnlt'T .......It'TT7ADJ:'''I''U C'
BIRCH or VIRGINIA S.BAIRD.Ol)ened 1-24-69.
Balance as of date of death.$2.311.54.Or,e-third
taxable (Mrs Birch's sha.rp.4-nf 770 .C;1 ___$-::;~c:;1.("~~~~(:;.
..
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
fo=ity with law on thisfng day Of~~~~.;;;~6~.
(!'lumber and Street)
..............·..···.·..·-WA-SHING'TO~p;;t ..·oiii~~i ·····..· · ,Penna.
.. .
····.·..::...,WASHINGTON···············..··..········....·..··COU1lty
RESIDENT INHERl'l'ANCE TAX APPRAISEMENT
Estate of
ESTELLA V.SHADEL....................................................................................................................
Deceased.
Late of
WASHINGTON
Date of Death,March 12.,.l.96.9 ..
Appraisemel!t Docket Vol.,~.7....
Page,~.~~..':::.~No 9..~.~..6..9..~.6..3.7 ..
Filed in Register's Office,J..u.n.e.2..19 69
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,..
Wrote abo.ut Appra.isement,.
Appeal f1'om Appraisement,.
Entered and charged,..
..
.~
•