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Home My WebLink AboutOC1969-0718 - ESTATE OF BELLRCC-134 (8· 65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAI'SEME~T AND ASSE'SSMENT OF ASSETS NOT SUBJECT YO ADMINISTRATION j TO: --=M=RS::;....;•:.._.;;;_J...;;..;UNE=--=B...;_. -=L=EW..:.;._I;;;;,;.S;__ __ 42 IANCB STATION RD. Dote: _--=.:MA=Y.::.._:S:::....l,L-.::1:..::.9.::..69::....,_ ___ _ County _.....!WuA!UISu.Hul...:~N~G~T~O~N· _____ _ ___ l!ASHINGTON I PENNSYLVANIA 15301 County File No. _________ _ Bureau File No. -='J.=---6_._f_-_,~.,Z,.~:/:..__Jl~-·- We hove received notice that, X:XXXXXX:XXXXXXXXXX on April 23, 19_69, you come into ownership of certain property through · · · · transfer from MRS. SARA c. BELL, Deceased. Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers ore 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 ass.essed consists of: Jt. Sav. Acct. #28091 held in the JPITTSBURGH NATIONAL BANK• WASHINGTON OFFICE, WASHINGTON, PA., in the names of MRS. SARA C. BELL • MRS· JUNE B. LEWIS. Opened 2·6-68. Balance as of date of death, $418.20 appraised by the Commonwealth, as of the dote of death, at $ ___ 4_1_8_._2_0 __ _ 100 % of this amount is taxable at the rote 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 dote of death of the decedent, or on or before July 23, 19 69 you may deduct a discount of 5% of the amount of tax due, or D This tax become delinquent one year after the dote of death of the decedent and, in addition to the tax, statutory interest at the rote 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 dote additional interest is due at the rote of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT ¥/f:d6 $---~~~~=---1/.f/of 0 $ __ 4.::..18;.._; • ..:.;._2...;;_0 __ 25.09 ----1..25---- 25.09 $ :============·- ASSESSED BY: _ __.~L..=="""=e4£!..=-~~~~=.;;;;_____;;;_ __ _ (Agent for the Commonweo I th} INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment. Moi I 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 below the date paid, name and address of the person to whom you made payment, their official title and the q,mount. .. . ... 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 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$--------" Date of Approval: ______________ _ Register of Wills RCC-103 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION FILE # 63-69-718 INHERITANCE TAX REiURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF_W:..:._A=S~H~I~N~G~T~O~N!.,__ __ 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 an extension is granted by the Secretory of Revenue. Will J Admn. No. ___ l9 __ I, __ M_R_S_.-=J_U......,.NE_B_._L_E_W_IS ____ of 42 VANCE STATION RD., WASHINGTO (Name} (Address} Misc. being duly sworn according to law, deposes and says that he is the __ ___:J~T....!"'---'D~E=-P~O~S~I~T~O~R~--.,...--------(Exec., Adm., Legatee, etc.} of the estate of --~M._..R.._.S.._.__. --"LSA.........,RA......___,.C~.L_..JB .... E .... L ........ L'--____ Iate of -----!Wi!--AI:i..J..lS~HuixN~C!~TuO...~..~N!!----:--:-:---------<city, Borough, ar Township} deceased, and that the whole of the estate of s(lid decedent, who died on --~A:....:p~ro...:1~·1=-~2=-"3"----:, ~1....,9u6..._9..__ ________ _ (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 before me the ____ day of ____ l9 __ Type of Asset: Real Estate, Pers. Property ,Jointly Held Prop. or Transfers (Signature} ASSETS (Attach additional sheets if necessary) Description of Asset Jt. Sav. Acct. #28091 held in the PITTSBURGH NATIONAL BANK, \ofASHINGTON OFFlCE, WASHINGTON, PA., in the names of MRS. SAFA C. BELL -MRS. JUNE B. LEWIS. Opened 2-6-68. Bllance as of date of death, (Title} Estimated Market Value $418.20 Fully taxable 418.20 TOTALS 418. 20 REPORT OF INHERITANCE TAX APPRAISER Department Valuation CAUTION (Do not writ.e in this space) $418.20 418.20 I, the undersigned duly appointea 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 t~e )al.ue~t foJJh _9pposite each item in the last column to the right. ~ --;r:-:_f 1-,., o , Dated: June 13, 1969 Inheritance Tax Appraiser /j Name of Payee GRAHAM P. COWIESON FUNERAL HOME DEBTS AND DEDUCTIONS Nature of Claim FUNERAL SERVICES TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed t/ Amount Approved by Register $1,189.3( 1,189.30 1,189.3( 1,189.30 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: ___ ..::.J-=u;:.:nc::..;e::.._;1=3~,--=1:....::9:....:6:...:9:;...._ __ Reaish>r of Will~ .. ,.. FILE # 63-69-718 Will ) Administration No. Year __ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF SARA C. BELL WASHINGTON Deceased Late of ______________________________ ___ County of \iASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL