The URL can be used to link to this page

Home My WebLink AboutOC1969-0690 - ESTATE OF KRUMMERTJ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:EJHTH K•.ALEXA.NDE~Date:May 19,1969 "BOX 134 ~~~.,~~WASHINGTONT/Caunt}'-----------r--- EliDER8¥ILLE,PENNSYL'lANIA 1503.6 Count)File No.5/-::<;2&-;;ZC~~.Va-/:50SY /J._/0_?~6·-/BureaL FiIe No.__(p-.,;..:J..:..-'6_/._~/_(_ We have received nJtice that,~xx.~xXXXXJOCXXXXXXXXXX on MaT 6,19-2.~you came into ownership of certain property th'ough .... transfer from JOSEPH W.KRUMMERT,Deceased. /<RCC:f~4 (8-55) COMMONWEALlH OF PENNSYLVANIA DEFARTME:NT OF REVEI'WE B.UM:AL OF COUNTY COLLECTIONS 'j INHERITAN:E TAX DIVISION iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;!;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~,'I Urde-tbe Inheritan:e and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and lhe liC'bility for t.e payment of the inheritance tax due is imposed upon yo.,as transferee. T~e proJerty on which tax is hereby assessed consists of:Jt.Bank t\cct.#169-10-2374-01 held. iIi the MELLON NATIONAL BANK,BIlRGETTSTOWN OFFICE,BlJRGETTSTOWN,PA.,in the names of JOSEPH W.KRUMMERT or EDITH K.ALEXANDER.Opened 4-24-63.Balance a~ef date of death,$2,500.00 apprJised by the COlTl1lonweal th,as of the date of death,at $2,500.00 50 %Jf this amo"nt is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMEN r TAXa\BL E AMOUNT LES~:ALLOWED DEE·TS NET TAXABLE AMOU-.lT 1,250.00$---~--- AMENDED ASSESSMENT $-------- AMOUNT OF TAX DUE 75.00 D F you ;>ay the abcwe amount within three (3)months ciI the ~ate of dea;h of the decedent,or on or befcre JUl~24 19 69 you may deduct a discou·,t of 5%of It e amount of tax due,or 3.75 o Thi;;tu became delinquent one year after the date df clea1h of the de:edent and,in addition to the tJX,st:Jtutory interest at the rate of 6%of the tax per en_urn is also due as of *_ 19 in the a':llount of *If -he tax is not Jaid by the above date additional inferest is due a'the rate of 6%per annum until pa d $TOTAL AMOUNT DUE APFRAIS::D BY:---..:.:=J~.:....Lf.-,..~~~~::::""- 75.CO $~============_ ASSESSED BY :_~.£:;._~"J~&st-Jd6~~'=-""::"~.L...=-:!.~'L...;;;;:~;::.;:,.J:z...-__ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make c,ecks or money orders payable to:To iIlSllre proper cred it to your accou'nt this Official Notice must accompany your pcyment.Mail or bring it to: AGENT FOR THE C01.nWNWEAL.TH COURT HOUSE WASHINGTON,PENNA.16301 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 ~hom you made payment,their official title and the amount. Date Paid .. Name and Address of Payee Official Title Amount Paid f .,--- 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 deduc:tions 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 recom'puted 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 ca~:furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,admini·strator or other person.al representative of the ,decedent handling the administration of the generarestate 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,'j ",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 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 $" Date of Approval:_ Register of Wills ..·n£PAR~MENT OF REVENUE .BURF<ii'U OF COUNTY COLLECTIONS ~iuRRIS~URC-,~ENNA.17127 COMM:ONWEALTH OF PENNSYLVANIA .RESIDENT INHERITANCE TAX APPRAISEM.ENT.' DATE J..MJHL ..9.,19..&.9... WASHINGTON COUNTY _.. FILE NO ?..~.:.?...~.:.?...~.9... Whereae:l9..$..~.PH..;..IS.R.v..M:~.RT late of E.L.D..E.RSyI.LL.E .. in the ·Cc.unt:;of "~~.~~.!.~9.:.~.9..~Commonwealth of Pennsylvania,having died on the :J~.t..b.day of M~.y...................................19 6..9.,seized and possessed of an estate subiect t~)In:1eritan·~e Tax under the laws of the Commonwealth of Pennsyl-,ania; Therefore,I,."._:w:R..cHANEy ,an appraiEer duly appointed according to law, hav:ng b3en design~ted to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash -"raIn;of all annuities and life estates growing out of said estate,he::oeby file the following appraisement: In the eve:lt that lilly future interest in this estate is transferred in possession or enjoynent to collateral heirs of the decedent after the eKpjratlbn OJ any est.ate for Ufe or for years,the Commonwealth hereby expressly reservoes the right to appraise and assess transfer inherttance ,taxe:at the ::awful collateral rate on any such future interest. Unit AppraisementDescriptionofAlSotValuesMadeforInherllen:oTexPurposes $ .. JT.HELD PERS.: .11"Jbnk Arrto :/J'hQ_'()_?~74_()l hp.ld in 1"hp. ~mLLGN NATIONAL BANK.BURGETTSTOWN OFFICE.BURGET S- TmvN,PA.,in the names of JOSEPH W.KRUMMERT or EDITE K.ALEXANDER.6pened 4-24-63.Balance as of date of death.$2.500.00 0ne-half taxable 1,250 00 I - ! Ha"ring .een duly swo.rn according to law,I do hereby certify that the aboore appraisement is made in con- formity with law on this ~.~.h day of :::::::::::::::::::::::::::::::::::::::::::~:~~~:.r;::::::::::::::..:..::..::::::::::~.~~..~: Appraiser WASHINGT~Wand Street).....................................................................-······························t(Post Oftleel Penna. ·Jv.AS.lilNQl'ON .CoulIty .,'. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ........................J..QS~.P..H ~y..•......K.RU.~.RT.. Deceased. Late of No. ELDERSVILLE................................................................................. Date of Death,~y ~..?!..~.~.~. Appraisemc/!t Docket Vol.37,. 63-69-690Page,.~.28-4............... Filed in Register's Office,J..l.l.I]..~~J9 §.9 Amount of tax dtle,$_-___·_i .. '. " DEPARTMENT OF REVENUE ... r;: .~ :: Received, Exa.mined and Approved,.. Wrote abo,lft Appra.isement, Appeal ft-om Appraisement,. Entered and charged,.. • r