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Home My WebLink AboutOC1969-0749 - ESTATE OF DERSAMRCC-134 (8-65) .. COMMONWEALTH OF PENNSYLVANIA -,_DEPARTMENT OF REVENUE BURE-AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSM'ENT OF AS$-::TS NOT SUBJECT TO ADMINISTRATION j TO: RUTB ZIBLBNSKY BOX 193 BLCO, PENNSYLVANIA 15434 Date: _ ____.:!J~u~n~e!:........:!!!l~S:..at--:!!19~6~9~-- WASRINGTON County-------------::::-- :z 7-;2._!, 3 -.s-County File No. __ .? _______ _ Bureau F i I e No. _.u;t~· 3=--_;:6:;.,_,:,_!'-_·--=-/......;~-....,_f_ We have received notice that,JIDUiiiiJIIUJII'fiUXXX:UXXJXtUXIXJ:JIXXJXJJXXIXXXXXDII on *I 1 191!itou came into ownership of certa. in £ro_eerty throughJU'Ufi..UDIIJJXUJI IJJJUD~WfgJW ~ tranlfer from BEATRICE M. DIRSIM, 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 upo~ you, as transferee; . . . . The property on which tax is hereby ass.essed consists of: ·Jt~ Checkin&· Acct. #067-4'70-229 held in the WESTERN PBRNSYLVANIA NATIO!{!L BANI,. ROSCOE OFFICB, ROSCOE, PA. in the namea of BEATRICE M. DERSAM or RUTH ZIBLBNSIY. Opened 4·30-69 •. ·Balance aa of date of death, $703.82. appraised by the Commonwealth, as of the date of death, at $ __ 7_0,;....3_._8_2 ___ _ 100 %of this amount is taxable at the rate of 15 % 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 Au&• 7 19 69 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, statutoryinterest 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 rote of 6% per annum until paid ORIGINAL ASSESSMENT 703~82 $--------- 105.57 5~28' AMENDED ASSESSMENT 7 tioJ.R ZJ $---~--~-----~-6..3 ./ 6 ______ /{) ~-- ---.---.-·-:---~.~- $ 105.57 $ 0? d, CJ' .. ASSESSED BY=-~~~~-~::::::· ==...!.~~.£-· ....;;...=..-==~=' =4i=·4.· _____ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ' \. , . 'I j . \' " ~-, I > <r> · i J ~i -..J .-;;;;.> y ; ' (v;)-/-J..h(j/Uo<, (over) To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: .r: J/. I II \ 'I ''i I (,, £,y.}~. ~;-J j v; yl r ... ! ~i~ ": ' "' ,) .,.. ..... .. 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 date paid, name and address of the person to whom you made payment, their official title and tb.e amo~nt. ' Date Paid Name and Address of Payee Officio I '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 wi II then be recomputed and you wi II 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 hand I ing the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid n~ NCJ.Ii1e of Payee De~iption of Obligation..., Amount Paid s--9 L_'hL. (/·,/"'.£!.., .~ 1' Oo ?::. -_1!, ..tl £1_ _# -z::-c..,p..) /7..3 ( .fi7 ~ Jl ~-oL-2.. ~Lf__..__ JV--~ ~_,.. ~ /~t:r. ,<-..,:!)' ))._ .0 .... f), ~. ~ tti:.J'W" . .A' .aiJ _"j /o. Z_~ ~ U. _A )L., ./1. .I'lL ... -~ ~ i (})(__ -~/ ,..._;,; )-;, d ').t.htJ. /1 .k. fU .:M .... ..L-/<.. ..) ·:_ .,r-d {/ TOTAL $ ..S?J. / c> (attach separate sheet if required} SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _______________________ 19 __ . 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 -Fonn:Rcc-2 COMMONWEALTH OF PENNSYLVANIA DATE .................................. J.u.ne ...... 23 .. , ....... 1.96 .. 9 .. ~ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHING~IDN COUNTY .................................................................................................... BUREA!,l OF COUNTY COLLECTIONS J, ... HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO ........................ ?.} .. :.?. .. ~.::.?..~.~ ............................. , Whereas, ................ a.~.A.TR.lC.~ ..... M .. ~ ...... P.~.RS.A.M ......................................................... late of .................................................... EL.C.O .......................................... in the County of ........................................... ~~.~.~.!~.~.~.9..~ ................................................ Commonwealth of Pennsylvania, having died on the .......................................................... 7.th .......................... day of ...................... Hay ........................................... 19 ... 6.9., 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: I 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. I Unit Appraisement Description of A11et Values Made for Inheritance Tax f'urpOIOS I $ ~ JT. HELD PERS. . . ~ Jt. Checking Acct. #067-470-229 _held _in th_e _ i J WESTERN PENNSYLVANIA NATIONAL ' BANK, ROSCOE,OFFICE, < I ROSCOE, PA. ' in the names of BEATRICE M. DERSAM or H IT'T'H 7. TRT .Rf\L~KY C'lnPnPCI 4-lC'I-hQ FlTT.T.Y TA'XAHT.F. 70~ ~2 A ! " Having been duly sworn according to law, I do hereby~e appraisement is made in con- formity with law on this .. ..2..~---······· day of ~~? .............................................................................................. ~····················"""''"""''""''"''''"'"'"""' (~cr and Str~ .... . ~ ~ . ........................... := .................................. 'P~ ............................................. , enna. (P ee) I WASHINGTON Cou"ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of B~A'l'.RJ.G~ ..... N..! ...... D.~.R.SAJ.{ ........ Deceased. Late of ELCO Date of Death, .......... M.~,Y ..... 7 .. ,. ...... 1.9..6 .. 9. ......................... . Appraisemel!t Docket Vol., ............ ) . .'?. .............................. . Page, ....... ?..~}.:.?. .................. No. 63-69-749 ············································· Filed in Register's Office, ....... J:.~.~.~ ...... ?..~ .. d9 .... .J>..9 Amount of tax due $ J ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, .... ... z " I