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Home My WebLink AboutOC1969-0664 - ESTATE OF ADWELL"lCC-l:M 18-65) COMMONWEALTH OF PENNSYLVANIA ~.DEPARTMENT 0=REVENUE '8URE~U OF COUNn COLLECTIONS INHERITANCE TAX DJ,VISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEM':NT,.AND ASSESSMENT OF ASSETS NOT SUBJECT TO A.oMINISfRATION / County \vASHINGTON / ~ounty File No.J 7--?-:<~--./t Bureau File No.--&-3-.--t.,....f---6-~-f--J--- ; WASHINGTON,PENNSYLVANIA 15301---- 'iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;iiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii-=~;;;;;;;;;;;;iiiiiii~~__iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii.~ TO:__\v_I_L_LA_R.....;D-..:.:..J_._A_m_VE_L_L__---:-__Date:_A_P_R_I_L_1_,_1_9_6_9 _ 80 JENNINGS LANE w~have received ~otice thatAjL~~xxxxxxxx;xxxxxxxxxxxxxxxxxxxXXXXXX'iCX on March 18 19---&.7'you came into ownership of certain proll...erty throug~~il*Y~~~~eXd'~OC transfer .~ro~LAWRENCE G.ADWELL,·Deceased. U'nder the In~eritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfer~are taxable and the liabilit7 for the payment of the inheritance tax due .is imposed upon you,as transferee. Tbe property on which tax is hereby assessed consists of:,It Check;ng ACct.#404-9384 he1i In -be ME},!ON NATTONA!,BA.NK f,.TRUST COL,WASHINGTON OFFICE:\vASHINGTON,PA.,in ::he names of LAWRENCE G.ADWELL i9r WILLARD J.ADWELL.Opened 2-9-68.Ba.1- ance as of date of death,$378.$p',''Ii apPlaised by the Co~monwealth,as of the date of death;at $378.56 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DAlE OF ASSE:iSMENT TA)lABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 3'78.56 $-------$;.....---'-----'--- AMCUNT OF TAX DUE 22.71 D IF you pay tLe above amount within three (3)months cf the date (.f death of the decedent,or on or ~efore .Tune J 8 19 69 you may deduct a dscount of 5%of the amount of tax due,or 1~13 o 'This tax be:ame delinquent one year after the date d death of the.decedent and,in.addition tothe . t::Ix,statutory i.nterest at.the rate of 6%of the tax J=er annum is also·due as of *-'-'--'-'-__ 19 in the amount.of (Agent for the Commonwealth) 22 7l $. $:============.- ASSESSED BY:_..£~..:::::::.=::::::::'':=:=::::=:::':;;''-''~~:::::!fi5=~{=::S<''=::!'-.L-d='---__ .. j,1f the tax i:o not paid by the above date additional interest is rlue at the rate of 6%per annum until paid APFRAISED B~:...::,JI~·~-4~~~~~=- (Inheritance Tax Appr 'ser) TOTAL AMOUNT DUE INSTRUCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany 'your payment.Mail or bring it to: k;L/en r~n THE .COMMONWEALTH COUnT HOUIS WASHINOTO"~'INffAd tj~{lj (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 and the amount..-'.:"._~ ,.r","l Date Paid Name and Address 01'Paye~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 a.nd allow those which he determines to be proper.The ta~will then be re~omputed 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 ac-tua-lly 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 dece~ent-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 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 a~d for the:above county,do respectfully report that I have allowed'deductions listed above in the total amount of $• Date of Approval:_ Register of Wills 'Fo~::RC(-2- .....:.'".DEPAIlTMFNTOF REVENUE'~Btm~At:~F'C(tU~TY COLLECTIONS H.Utr:tI~URIG.P~·A.17 127 COMMONWEALTH OF PENNSYLVANIA ,RESIDENT INHERITANCE TAX APPRAISEMENT~..... DATE ","..~..~.~.~~I "I.Q..§.Q " "". NTY WASHINGTONcou"" . FILE NO XXQX~»$.·6'3·;;:,;·69;;;;·o1i4 ······..·..; . _LAWRENCE G.ADWELL WASHINGTONrNt..ereas,late of . in the Coudy of ~A.~.~..g~.g,r.9.N Common.....-ealth of Pennsylvania,having died 0':1 the .l.8.th day 'of Mar.ch 19.6.9..,seized and possessed of an estate sl:·bj~ct.to 'lnheritance Tax under the laws of the Commonwealth of Penns~lvania; rh=!ref~re,I,,..~.~~..~~.~~~.!.,an appraiser duly appointed according to law, havbg bee]designated to make a fair and conscionable appraisement 01'the said estate,and to assess and fi:< tl:e cas']value of ~ll annuities and life estates growing out of said estate,hereby file the following appraisement: ]n the event th~any future Interest in this estate is transferred In possession or en.:oyment to collateral heirs of the decedent afb'r th~expiratlor:of any -estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfH int:1eritam:e taxes at tte lawful collateral rate on any such future Interest. Unit Appralseme-1tDescriptionofAssetValue.Made for Inhe--Itance Tax PurpoDeG $ JT.HELD PERS.: Jt.Checking Acct.#464-9384 held i~the MELLON NATIONAL BANK &TRUST CO.,WASHINGTON OFFICE, WASHINGTON.PA .•in the names of LAWRENCE G..ADWELL 0] WilLARD J.ADWELL.Opened 2-9-68.Balance as of datE of death,$378.56 Fully taxable 378 56 . Having been duly sworn a~coIfing to law,I do hereby certify that the above appraisement is made in CC!l- fonnity w:th law on this E day of ::::::::::::::::::::::::::::~::~:~:~:::::::::::;:l.::.~~:::~:::~~:~.~..~..~~-.:: t/Appraiser (Number and Street) ............................WASH.IN.GT..ON , , ,;Penlia. (Post OIDee) Page,.~25-8................. ........~A.$.~~.N(}':r..Q.N ,.......COU'lty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................LA\i.REN.C.E .G ADWELL . Deceased. Late of .............WA.$.HIN.Q'J:'.Q.N . Date of Death,M~:r..~.h.lf3..,1.Q.§.~. Appraisemel!t Docket Vol.37 .,. No.63-69-664 Filed in Register's Office,June :J 19 6-9 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,.. Wrote abo,ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,.. ~, t-