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Home My WebLink AboutOC1969-0706 - ESTATE OF ALRUTZRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUi<EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AN8·.ASSES.SMENT OF ASSETS NOT SUBJEp, T.Q._ADMINISTRATION TO: ___ MR_S_._E_S_TA_A_L_R_U_Tz ___ _ ELDERSVILLE, PENNSYLVANIA 15036 Date: __ ..:.M~a::.:r...:::c:.!:h:;___,::2~5~,--=l~9~6..:i!..9 ___ _ lvASHINGTON CountY------------- County File No. _ __...a ........... ?_--_..<_.<_._'f_-_:f._t __ Bureau File No. _ __..;;;.t-=.3"'----C.'--L-f_-.,L)_o-_:£ __ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: Jt • Savs • Acct. #204-38-6539-01 held ip the MELLON NATIONAl BANK, !HUlGET'T'STQYM OFFICE, RJTRGETTSTm,rN, PA , in the names of MRS. ESTA AI.RITTZ or CHARJRS F "'.IUJTZ Opeperl 7-3-64. Balance as of date of death, $832.17 appraised by the Commonwealth, as of the date of death, at $ __ 8_3_2..;_•::.1..;_7 ___ _ SO % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or before June ll 19 6 9 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquent one year after the date of death of the decedent and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of*-------- 19 in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT 416.09 $~----------$--------------- 24.96 1.25 -----------· $ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany·. your payment. Mail or bring it to: P, 1. •. ·,-; ~,' . 'i:. S ' lL lll . ~< ···-·-, COU:-,"f ItO Sli WASHINGlON, PENNA. 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 a'mouht. · . · · :, ·· · · " -, -t' ~ I ~·· ~. 11 •· -., Date.Paid Name and Address of Payee --,~~ .. ·. ;···.Official Title Amount Paid : "!' .,,; ;, .• ' ' -... ~ ;. . . _, , ~ Under certain circumstances, if, after the date of death of the deceden·t·, 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 ofWills 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 perso~ally legally responsible for these debts, a·nd 2-You actually paid .these de~ts out of the account or property descri.bed a~ove 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 Obligation Amount Paid .. . . I '' '' .. TOTAL $ {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: . COUNTY Of ___________ _ 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 pay out 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 BEFOREME 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$ --------o Date of Approval: _____________ __ Register of Wills .. DATE ............... J.une ...... ll .. , ....... l.9.6.9 .................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .. . COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ...... ...... NTY WASHINGTON cou ................................................................................................ . HARRISBURG. PENNA. 77 1 2 7 APPRAISEMENT FILE NO ............. ~.~-= .. ~-~ .. : .. ?..?..~ ..................................... . CHARLES F. ALRUTZ BURGETTSTOWN . Whereas, ................................................. WAS'i{t'NGT.O}f ....................................................... late of ............................................................ : .................. : ............................ . · m the County of ...................................................................................................................................... Commonwealth of Pennsylvania, haVIng died on the ......................................... ~~-~-~ .................................... day of .............. ~~--~-~-~-.......................................... 19 ........ ~.? seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... ~.-~ ...... ~.-~ ...... ?..~.~!. ................................................................ , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset JT. HELD PERS. : Jt. Sav. Acct. #204-38-6539-01 held in the Unit Values MELLON NATIONAL BANK, BURGETTSTOWN OFFICE, BURGETTST(WN, PA in the names of MRS. ESTA ALRUTZ or CHARLES F. ALRUT~. Opened 7-3-64. Balance as of date of death $832.17 $ Appraisement Made for Inheritance Tax Purposes One-half taxable 416 loq --------------------------------------------------------------------~----~~--------+---- --------------------------------------------------------------------~-----1~--------~--- --------------------------------------------------------------------~----~~--------+---- ......................................... "' ... ~ ............................................................................................................. .. ~ (l'lum~:~~nd Street) ./..._ "' . ................................. ~...................... "":"':· ... • 1 .... '/j' ..... .. .... . . ..... , Penna. (Poet Offlee) (/ WASHINGTON CouJlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CHARLES F. ALRUTZ Deceased. Late of IXX BURGETTSTOWN Date of Death, March 11, 1969 AppraisemeHt Docket Vol., 37 Page, 229-2 63-69-706 I. Filed in Register's Office, . -~~~-~ ..... ~.~ ...... 19 ........ ~9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'0m Appraisement, Entered and charged, .... I