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Home My WebLink AboutOC1969-0716 - ESTATE OF JOHNSONRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICLAL N'OTICE OF INHERITANCE TAX APPRAiSEM-ENT A~ID ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION j TO: --~)~,..,J..~~r\y...;TIW~li~a~. -..J"""O~H-I*li-NS~OiHNif--'----- R. D. # 6, Bcx 74 Date: _ _.M...,a_rL.;c ..... l..._I _.2...,8.....,.,__..1 .... 9""'6 ..... 9.____ ___ _ ____ WASHING'fON, PENNSYLVANIA 15301 County _W_'A_S_H_I_N_G_T_O_N ______ _ County F i I e No. ---=3'---?_-_.:<_;;~;;_d"_-_~-- Bureau File No. _t;;;__3_-_tt'...;_f_-_?;_~__;'C __ We have received .notice-that, ~~~d~:»kftwJi~JOb:mb-xxxyyy)-YYYYl'XYYX'-:\"XXXX)"YXYXVXXXYY\'X on Ncnr. 9 19---.-6,&rou came into ownership of certain property through~~:im~.,Y.!{bllxOC >YlfS":foonmp~~IMxx transfer from ~iYRTLE IONA JOHNSmr, Deceased. 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 proper!l_on which tax is hereby ass.essed consists of: Jt. Dank Acct. #S-17567 held in the FIRST FEDERAL SAVINGS E~ LOAN ASSN. OF 'lASHil\GTON, PA., in the names of ~1YR'fLE IO:NA JOHNSON or MELVIN R .. JOHNSON. Opened 4.-64. Balance as of date of death, $1,697.69 appraised by the Commonwealth, as of the date or'death, at$. lt697.69 50 %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 D If you pay the above amount within three (3) months of the date of death of the decedent, or on or. before 19 you may deduct a discount of 5% of the amount of tax due, or D 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 ORIGINAL ASSESSMENT $ 848.85 -------- 50.94 $ AMENDED ASSESSMENT f'r/Xff5/ $----~~~~~--/ t> / .5'": t(o . ----------- TOTAL AMOUNT DUE APPRAISED BY: ----~:_____L~...J.,...-_::-Ja::..:.:..~-~-~___;_~=...;:u=.;"'r----:___ 50. 94 $ =================- ASSESSED By: _.£..:.Z~-~~-::::;, .. d:.::::l:.::!:~__.!!.e?t:£.".:::.!~::::::-2:1..t.J<L. ......... =oo:s--eo!:.I)~--- (Agent for the Commonwealth) 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: ~~r:/1 lVJ..~,.~w;.-ull AM~ c~ ,;.t~OMMONWEALTt\ .. -........ COURT HOUSE 1530l WASKlNGTOM~ pEJtKA. (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, I ist below· the aqte paid, name and address of the person to whom 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 Obligation Amount Paid 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 BEFORE ME THIS ___ DAY OF ________________________ 19 __ . Signature of Tax payer REPORT OF REGISTER OF WILLS ~~~~i.~ i ... I, the undersigned, duly elected Register of Witls in a~·ti~r the above county; do respectfully report that I have allowed deductions listed above in the total amount of $ --------· ... ..s ~., • Date of Approve I:---'-'· •=--·-' -------~~--- Register of Wills RCC-103 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEI'!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION FILE # 63-69-716 INHERITANCE T hX RETURN FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF _______ _ This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after dote of death, unless on extension is granted by the Secretory of Revenue. J Will Admn. No. ___ l 9 __ 1, ___ ME_L~V:-IN---.-R_._J_O_H_N_S_ON ____ of R. D. #6, Box 74, WASHINGTON, PA. {Name) (Address) Misc. being duly sworn according to law, deposes and says that he is the ____ J_T--:.-=--D_E_P-:-:-O_S_I7T_O_R __ -:---------- MYRTLE IONA JOHNSON <E"W.ASFn·NcrC1N etc.> oftheestateof ___________________ lateof ___ ~-~-~~-~~---------- ~'\T·EmR orgow'1~8 deceased, and that the whole of the estate of sQid decedent, who died on _____ ----:~-:----'-----------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed be£ore me the ____ day of ____ l9 __ (Signature) (Title} Type of Asset: Department Real Estate,Pers. ASSETS Estimated Valuation Property, Jointly (Attach additional sheets if necessary) Market CAUTION Held Prop. or Description of Asset Value (Do not writ_e Transfers in this space) JT. HELD PERS.: Jt. Bank Acct. #S-17567 held in the FIRST FEDERAL SAVINGS & LOAN ASSN. OF WASHINGTON, PA., in the names of MYRTLE IONA JOHNSON o rr MELVIN R. JOHNSON. Opened 4-64. Balance as of date of death, $1,697.69 One-half taxable 848.85 848.85 TOTALS 848.85 848.85 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right. Dated: JunP. 1] l9_69 Inheritance Tax Appraiser DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register ROBERT E. HUMMELL FUNERAL SERVICES 950.00 950.00 Ambulance & Chair Service AMBULANCE SERVICE 23.00 23.00 DR. COR\VIN tPROFESSIONAL SERVICES 24.90 24.90 SIMON WHITE SONS LETTERING ON GRAVE MARKER 17.50 17.50 TOTALS 1,015.40 1,015.40 REPORT OF THE 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 in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the sum allowed as a deduction. Date of Approva I: _ ___.JL..:u:::n:::.e.:c.._l=:;..;:..3_._,---"'l'-'9'-6_9'------ Reaish.r of Will• Will ) Administration No. Year __ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ______________________________ ___ County of ________________________________ ___ Commonwealth of Pennsylvania REPORT AND APPRAISAL ( (