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Home My WebLink AboutOC1969-0658 - ESTATE OF NEMONRCC-134'(8-65) COMMOl-WEAL-H OF PENNSYLVANIA '""EPARTM:NT OF REVEI~UE "<,BUR'-AU OF CJUNTY COLLECTIONS INHERITAN:E TAX DIVIS ON '&J --~f-t.J-g OFFICIAL N~TICE OF INHERIT-ANCE'''TAX APPRAISEMEN'T'AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__W_A_L_TE_R_F_E_C_HE_N_B_E_R_G~,_J_R_.__ 147 CON~~LLSVILLE STREET 'DUNBAR,PENNSYLVANIA 15431 Date:May 19,1969 County WASHINGTON County File No..5 /1 -~.2S:'"7 " Bureau File No._-=tt;...:3_'_-_"_1"_''_--_t_s_t__ We have received notice that,~HXJIItXXXUXXXXXXXXXXXxxxnXXUXXXUXXXXXXX _:0~n~(iM~a~Ylt5D'iiiiii~19£iii6~you came into ownership of certain property through rXJIX,XX¥-XIcXU~XtIJkUX A ~transfer from AGNES NEMON,Deceased. Urder t.e Inheritanr:e and Es'tate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and'he li.bility for t',e payment of the inheritance tax due is imposed upon you,as transferee, ..,Jt.Bank Acct~held in the SECONDT~e pr operty on wh;ch ta x Is he re by assessed con SISts of:-;-:;;--=-=:=-=-===-=-=-_---;;-;-;-=-==:--_ NATION!\L BANK OF CONNELLSVILLE,PA.,IN the names of AGNES NEMON or WALTER RECHENBERG,JR.Opened 6-27-62.Balance as of date of death,$635.87 appnised by the COlm1onwealth,as of the date of death,at $6_3_5_._8_7 _ 50 %:>f this amO'Jnt is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LES:i:ALLOWED DEE.TS NET TAXABLE AMOU~T 317.9,4$--------$-------- AMOUNT OF TAX DUE, 47.69 o E you ;lay the abONe amount within three (3)months 01 the :late of dea~h of the decedent,or on or before Aug.5 19 69 I you may deduct a discou'1t of 5%of the amount of tax due,or .----------- o l'his tax became delinquent one year after the date 01 dealh of the de.:edent and,in addition to the tiJX,stJtutory interest at the rate of 6%of the tax per an.um is also due as of *_ t9 in the a810unt of *1f the tax is not ~)aid by the above date additional interest is due a',the rate of 6%per annum until paid $-4i.69 $-============== ASSESSED BY:_-L.~-====.k:.-~'-"7'_J _ (Agent for the Commonwealth)APPRAISED BY:-.:~~~~~~-:+===-- iser) INSTRUCTIONS TO TAXPAYERS Make-checks or monel orders payable 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 pai.d,name and address of the person to whom. you made payment,their official title ~'nd the-amount.,.•''-"...-, Date Paid Name and Address of Payee Official Title Amount Paid .,,..t 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 d~termine~to be'proper.The tax will then be recomputed and you will receive an amended" assessment of tax. THE THREE TESTS WHICH'MUST BE METARE-THA=r:--_. 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 Nome of Payee Description of Obligation Amount Paid -_.---,. (. ., '1 TOTAL $ (attach separate sheet if requ ired) cJ~~~, Signature of Tax{1;;er SS: COMMONWEALTH OF PENNSYLV·ANIA) COU TY of~':..v"p..-L.!..!.h...:../..c:...:::r...:.!-..=::o~__ ", I,e (-hereby '/!!,ify that thpJforegoffi;g is a just and true statement of funeral expenses and other d ts of the decedent,t;dfile.s !JLeM 0 ~,for which I was legally responsible and which I did payout of (he p"roperty herein taxed.I further certify,that to the best.of my k,:!owledge and belief,these same debts wilLnot be claimed by any other person,for inheritance t~x purposes...'..-."..~"~;:.~!AND'S'J~SCRIBED BEFORE ME T.HIS-2'd DAy OF t-~.'::.;?h~19~..~, •4 ~.J ~~~~r~"'-Nt'tary Public,Washington,Washington Co.......~e ,.E 'F88 ilell&smber 4 1972 . 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 Wills RCC-13-1.8-65l ...:.... COMMOt~""EAL TH OF PEN1\SYLVANIA J')E?,~RTME""TOF REVENUE •.BURt7l.:J OF COJNTY COLLECTIONS INH :P.ITANCE TAX DIVISION OFFICIAL NOTICE OF INHERI:rANCFTAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION 'iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;o;;iiiiiiiiiiiiiiiii;o;;iiiiiiiiiiiiiiiii;!;;;;;;iiiiiiiiiiii;o;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;!;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;;o'; Date:__--'HaUliS.,y~1....9~t~1~9~6~9---_ County _----:W~'A~S~H~I~N~G~T.:;ON~_ TO:_--U.Ii.....A....J.T~EWJRu....<REI..lolW.lCloUHE........NB:u.uliEwR~G:..-,~Ju.R ......__ 825 S.MAIN.STREET,BOX 447 __...;.;;.WASHINGTON 2 PENNSYLVANIA 15301 County Fi Ie No..s z-'<..?.5-7' Bureau File No.~~-~t'-/S? W~have received notice that,~..B~Unk~~~l.Oh,.,...V ....V".v . .on May 5'Ei9JJixi8 you came into ow~e@,i'POf certain property t Dug r x~!!i!ae~tra~sfer from AGNES NEMON"Deceased. U,~er th~Inheritance and Estate Tax Laws of the Commonwealth of Pennsyl-ania such transfers are taxable and t~e liaJility for the payment of the inheritance tax due is imposed upon you.as transferee.. T 1e property on which tax is hereby assessed consists of:Jt.Bank Acct.#22762-8 held in 'the' SECOND NATIONAL BANK,CONNELLSVILLE ,FA. WALTER RECHENBERO,JR.·Opened 9...30...65. in the names of AGNES NEl-toN - ' Ba1anceas of date of death,'. 513,328.48 applaised by the Commonwealth,as of the date of death,at $13t 328 .48 SO %cf this amount is taxable at the rate of IS % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS-:ALLOWED DEBTS NET TAXABLE AMOUNT $__...;;6..z...6~6::....::4~,.=.;24 AMENDED ASSESSMENT L~C~.:1~$_........:::::.......=_~---/-?-6..1.y~ -.5/d/7'2: AMOUNT OF TAX DU E 999.64 D If you ~ay the above amount within three (3)months oi the cate of death of the decedent,or on or 'lE'fore Aug.5 19 69 you may deduct a .!Iiscourt of 5%of the amount of tax due,or 49..98- ------~---- D r,is tax became de Ii nquent one year after the date 'll death of the decedent and,in addition to the -ex,stc.tutory interest at the rate of 6%of the fax llU anl1.tJm is also due as of *_ I~in the amount of "'"If the !tax is not paid by the above date additional intere;t is due at the rate of 6%per annum until paid 999.64$'7;<7 0-3 $-;=::===============-- /;/"-'ASSESSED BY:__';tS~-z:,I../.:dl<K;""'-ll;.je!::...'A~'?/:J---=-~~...::::d?-=~=,-=&f=J",--_ (Agent for thf..Commonwealth) TOTAL AMOUNT DUE APPR AI SED BY:-;s::~hP;;E;#6~e&~-:-- Mak.e chec-<:s or money orders payable to:To inSlKe proper credit to your account this Official Notice must accompany your pa·..ment.Mai I or bring it to: ~,... ~wmHAM~ AGENT FOR THE.COMMQNwt~Abf" COUfti HOuUfi WASHINGTUlt Pr:fU~A,Hi90f (over) If you have already paid this tax to an executor,administrator,attorney or other perso,:!al representative of the decedent for forwarding to the Commonwealth,list below the date pai.d,name and addi,;e~'s'··().f..the person to whom you made payment,their official title a1,d t'he"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 affidavi,t,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 ~xecutor,administrator or other person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. '.....; .;': Date Paid Name of Payee AI J ./f 4./7 SCHEDULE OF DEBTS Description of Obligation - Amount Paid v \ \',;'"1-----+-------1---+--------11", TOTAL $/06d.3 ~ (attach separate sheet if requ ired) SS: COMMONWEALTH OF PENNSYLVANIA) ~. I,,.hereby certify that the ~a just and true statement of funeral expenses and other d of the decedent,~.,for which I was legally responsible and which I did payout of the pr erty 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. AND SUBSCRIBED BEFORE ME THIS DAY OF /?.' _-+-_-+--,1--19 __.ls!l.....,-,t--------------- Si gnature 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 $~...:.:.--_1-0 Date of Approval:_ Register of Wills .,...~ 'Fomi'RCC-2,·'.• •OJ'• DEPAllTM~TOF REVENUE"B'JREA~'OF C~1""NTY COLLECTIONS HARRIEBURG.PE~A.77727 ,. COMi\1:0NWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE'TAX APPRAISEMENT DATE ~.~.~~?..'.,..~.~.~..~. COUNTY WASHI.N.(;}.T'O.N ,.. FILE NO §}.::..§.~..::.§..~..~,,..,.. AGNES NE~fONWhereas,'late of . in the County of ~J.\.~.~~.~~.~.9.~Commonwealth of Pennsylvania,having died on the :?.~.~~day of ~.~y 19..§.~..,:seized and possessed of an estate subject to Ir.her:.tance Tax under the laws of the Commonwealth of Pennsylvan.a; Tl".erefore,:,~.~~.~g.~~.~,an appraiser ,duly appointed according to law, having been des.ignated to make a fair and conscionable appraisement of the said estate,and to assess and fix the caeh valle c4.all annuities and life estates growing out of said estate,here1:Jy file the following appraisement: In the e~ent ihat any future interest in this estate is transferred in possession or enjoyme.t to collateral heirs of the decedent after the expiration of al!ly estate for Ufe or for years,the Commonwealth hereby expressly reserves (he right to appraise and assess transfer inherlta:1ce tal!.es al the lawful collateral rate on any such future Interest.. Unit Appraisement Description of Auet Values Made for InheritanceTaxPurpole. $ J1.HELD PERS.: Jt.Bank Acct.#22762-B held in the SECO~~ NA':'ION.!\.L BANK,CONNELLSVILLE,PA.,in the names of AGNES NEMON -WALTER RECHENBERG,JR.Opened 8-30-65.Balance as of :late of death.$13.328.48 One-half taxable 6.664 24 6,664.24 .. 1,562.32 D&D 5,101.92 Clear Value Jt.Bank Acct.Jlteld in the SECOND NATIONAL BANK OF CO~NE1LSVILLE,PA.,in the names of AGNES NEMON ar ~ALTEK RECHENBERC,JR.Opened 6-27-62.Balance as of dat~ of death $635.87.One-half taxable ~17 Cui .. Hav:ng ')een duly sworn a~0rfing to law,I do hereby certify ~at the above appraisement is made in ~on formity ",itlt law on thl•......................ll..............day Of~~::::?l':i!~A:~~: (NumbCT and Street) .............................................YfASHINGT.ON ,Penna. (POlt Oftlee) .....;,.".",WASUlN.G:T.QN.,;........COl/lIty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of AGNES NEMON Deceased. Late of .. ; 1969MAY5DateofDeath, Appraisemel!t Docket Vol.,J..7.. Page,???..:::.?..N o ~.~.:..~.~.:..§.?.~__ Filed in Register's Office,b~.l,l.~7..19 p.9 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement, c.... Appeal f1'om Appraisement,. Entered and charged,..f1 .;