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Home My WebLink AboutOC1969-0682 - ESTATE OF LOUNDERRCC-tC3 (':-64) COMMONWEALTH OF PENNS'l'LVANIA DEPA~n,Et'!T OF REVENUE BUREAlJ C'F COUN-Y COll ;CTIONS TRANS=EI<INI-lERITANCE T~X DIVISION FILE #&3--6"9-682 INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS C('UNTY OF:...-:W:...:.A::..::S::..::H.=..::I::..::N.:...:G::....:T:....:O:..:.N~__ j This retcrn nus,t be -:omplete~in detoil ond filed in duplicate,with the Register of Wills in the County where the decedent resided within one year afte,-dete of de.]th,unle;s on extension is granted by the Secretory of Revenue, Misc. being dilly sworn according to law,deposes and says that he is the __~J~T~.~D~E7:P~0:.!:S!.:I7T~0~R~---_:__-------- MARY LOUNDER JEUxeRc;;~Tdm,;.{SlTegOa~~r'iT etc.}of the e;tate of Iate of :::;.B~..:.I.1::::lI:J==~l=_:=_.=...:=\l1.:.:.:.'l---;-:-:----------(CiA:Bor~uJlh,or Townsh,!.p,l deceased,~nd tha~the wh~le of the estafe of sQid decedent,who died on -=:.J:P~r7.:1~.l~7:....L,---=:1:..:9~{)='9---------(Date) consisted .f the a.sets li!ted below and that allowable debts and deductions exceeded me fair mal-ket value of the assets and Will Ad HILDA MONTEQUIN BURGETTSTOWN-mn.No-19 I,---;:-:----.,..of --:.:.--:-:::-:-;:..--=~=-=-..::........::..:..------(Name)(Address) no Pennsylvaaia Transfer Inheritance Tax is due. Sworn and sul:scri?ed ~efOl'e me the day ,of_~__19__ (5ignature)(Title) Type 01 Asset: Real E"taf'9,Pers. Propert..,J..inlly Held Ptop.orTral!sfe..'s ASSETS ' _(Attach additional sheets if.necessary) ,Description of Asset Estimated Market Value Department Valuation CAUTION (Do not writ,e in this space) Jt.Bank Acct.#63-11027 held in the ME:LON'NATIONAL BANK,BURGETTSTO\VN OFFICE~ BURGETTSTOWN,PA.,in the names of MARY LOUNDER or HILDA MONTEQUIN.,Opened 10-11~38. Balance as of date of death,$1,287.79 On~-half taxable - - --'-- - - - - -643.90 -, 643.90 TOTALS 643.90 643.90 Amount Approvel!- by Register respectfully report that I have et fo osite each item in DEBTS AND DEDUCTIONS Nature of Claim REPORT OF INHERITANCE TAX APPRAISER I,the undelsigl'led duly aptointeCl 'Inheritance Tax Appraiser in and for the above County clo appraised me ~eal and per~onal property as reported in the foregoing schedul th vali:'e the last colum:'l to the righ~. Dated: Nome of Fayee Lee Funeral Home Burgettstown Funeea1 Services 1,205.00 Gaydos Monu~ent Co.Marker 15.00 15.00 TOTALS 1 220.00 1 220.00 REPORT OF THE REGISTER OF WILLS I,the u,dersi;jnecl duly el~cted Register of Wills in and for the above County,do respec-fully report that I have allowed deductiJns in the amounts set forth in the above schedule as claimed,except where I hove set forth a greater or lesser amount in the IJst column to the right,which greater or lesser amount represents the sum allowed as a deduction. Date of Al=prcval:_Reaish.•of Will. ,'~'-) Will }Admin istration No.Year__ IN THE :f ·1 MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY LOUNDER Deceased L f BURGETTSTOWNate0....;........_ Coun1y of WASHINGTON pATE OF.DEATH April?,1969 File #63-69-682CommonwealthofPennsylvania REPORT AND APPRAISAL ~.,(, OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION RCC-l~4 (&-6e1 COW.,WtNW:AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE rBUREAU OF COUNTY COLLECTIONS INHER TA~CE TAX DIVI;ION TO:_~H_IL--:D..,-A_t«)..,......N...",T,..-,E~QU",-I_N _ 8 LINN AVENUE BURGETTSTOWN,PENNSYLVANIA 15021 Date:April 29,1969WASHINGTONCounty--'-_ Countf File No._ BureaJ File No.c{.3 -~r6P~ Woe h::Jvl!received rotice that,.T1QQCCCXXXXX on April 7.19 69,you came into ownership of certain property tlTough r·." ~.nIJi&1Ux transfer from MARY LOUNJ)ER.~Deceased. Ul:ldel"t:,e Inheritance and Estate Tax Laws of the Commonwealth of Pennsy vania such transfers are taxable and -he Ii.bility for he payment of the inheritance tax due is imposed upon yo.,as transferee. He pro:lerty on which tax is hereby assessed consists of:Jt.Bank Acct.#63-11027 held in the ME1LDN NATIONAL BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA.,in the na.mes of ~fARf LaUNDER or HII.DA MONTEQUIN.Opened 10-11-38..Balance a.s of date of ' daath,$1,287.79 apprc ised oy the Comllonwealth,as of the date of death,at $1_,_2_8_7_._7_9 _ 5G ~(.f this amoLnt is taxable at the rate of 6 % ORIGINAL ASSES~MENT DATIE OF ASSESSMENT TAXt.Bl E AMOUNT LESS J.LLOWED DEB rs NET r AKA3LE AMOUIIIT AMOUNT 0 :TAX DUE o If you pJy the above amount wi'thin three (3)months of the d'Jte of dea~of the de(f~ent,or on or beFor:!July 19 you may deduct a discaun~of 5%of t~e amount of tax due,or o This ta>became delinquent one year after the date of de.th of the decedent and,in addition to the tali,statutory interest at the rate of 6%of the tax pel alllntn is also dJe as of *_ 19 in the amount of 643.90 $-------- 38.63 1.93 AMENDED ASSESSMENT c,7[;f/'O' $----...."...--:----=-,--/~~O d--eJ - ...-------... *If th~tu is not paid by the above date additional irleresl is due at tf,e rate of 6%per annum until pcid ' $TOTAL AMOUNT DUE APPRAISEC BY:--=Y:::""---:"~---:'~~.--:':B:...:::-:::..:.~~__~~~r-;_ 38.63 $~===============__ ASSESSED BY:_-L~__Wft_'_~_d:.:-.-~.;;..'_~~....:-e1!_41_'_~~_-d~_ (Agent for the Cornmonwea Ith) INSTRUCTIONS TO TAXPAYERS Make checks or money crders payable to: (over) To'insure proper credit to your account this Offic·al Notice must accompany your pay'rroent.Mail or bring it to: 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 Ifelow tfie date paid,name and address of the person to wbpm you made payment,their official title and the 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 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 Obligption Amount Paid S-,,?-?y;~7::JL ~_~:z....A ?:f /..//~(J J.~ ~-¥-~-9 ~.~h .v~:h..R"L--'/6,t?-1J ~.. .- /.,?,c,c:J ~ 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__.... ..~..:'. REPORT OF REGISTER OF WILLS Signature of Taxpayer Register of Wills I,.t~,,~!.~JnderSig·~,~~~i.~\r\:?l,~c.t~~Regis~er of Wills in and for the above county,do respectfully report that I have allowed deductions 'ls'Pea <:Jbb've In the total amount of $0 Date of Approval:_