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HomeMy WebLinkAboutOC1969-0757 - ESTATE OF HARENCHARRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPART.MENT OF REVENUE BURE-....~OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ~· y OFFICIAL NOTICE OrfNHERITANCE TAX APPRAISEMENT,,i'ND ASSESSMENT OF ASSETS NOT SU.f'.-.fECT -TO ADMINISTRATION . ,. j TO: ______ M_R_S_._THE_R_E_S_A_M_O_L_I_S_H __ _ BOX AA3 1./$·/9 Date: ___ .MA_Y_2_8___;,~1_9_6_9 ___ _ County __ _..!W.!£'A~S!!.H!.:!!I:£!N~G:...!:.T~O.!.!N ____ _ DAISYTOWN, PENNSYLVANIA 15427 County File No. _ __:::::J_..:;/_-____,·2..-· _J J_-...:.../ __ Bureau File No. __ tt_.3_-_~_/-_-_;;/._'5:_? __ _ We have received notice that, ~B6HXXXXXXX.XXXXXXXXXXXX:.XXXXXXXUXXXXXXXX: on April 30 19~ you came into ownership of certain property through rXiiKKfXUiYXdtD][DIXill XI ~ transfer from MIKE HARENCHAR, 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 property on which tax is hereby assessed consists of: Jt • Sav • Acct • No • 6301 held in the PITTSBURGH NATIONAL BANK, CALIFORNIA OFFICE, CALIFORNIA, PA., in the names of MIKE HARENCHAR or MRS. THERESA MOLISH. Opened 12-6-54. Balance as of date of death, $3,061.68 aj)praised by the Commonwealth, as of the date of death, at $ 3 '061. 68 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 D If you pay the above amount within three (3) months of the date of death of the decedent, or on or before July 30,1969 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 AMENDED ASSESSMENT $ 1,530.84 -~~~~----$---------- tiiix 91.85 4.59 INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mai·l or bring it to: i. If yo·u have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list eei!)W the·..date 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 ·'l " ~ 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 claime·d 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 requ ~red) 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 I ----Fonn: RCC-2 COMMONWEALTH. OF PENNSYLVANIA DATE June 25 1969 ···················································'·················································· DEPARTMENT OF REVENUE " BUR«AU"lt>F .COUNTY COLLECTIONS RESIDENT INHERITANCE TAX COUNTY ..... W.A$..H.J. .. N.G.T..O.N. ....................................... HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO ............. ?.~.:::.?. .. ~.: .. ?. .. ?. . .?... ........................................ Whereas, ............... MI~.~ ..... HARE.N.C..HA.R. .......................................................................... late of ..................... DA.I.SY-T.OWN-................................................... in the County of ....... ~~A.~HIN.G.T.QN ....................................................................................... Commonwealth of Pennsylvania, having died on the ...................................... J .. 9..t..h ...................................... day of ..................... Ap.r.il .................................... 19 ...... 6.9 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. R. CHANEY an appraiser duly appointed according to law, ····················~··················································································································J 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. Unit Appraisement Description of A11ot Values Made for Inheritance Tax Purpoaes $ ~ JT. HELD PERS. : Jt. Sav. Acct. #6301 held in the PITTSBURGH NATIONAL BANK, CALIFORNIA OFFICE. CALIFORNIA PA in rh"' names of MIKE HAREN CHAR or MRS 'T'HRRF.SA Mm T-.S.H _lln .......... ~ ·r 12-6-54. Balance as of date of death $3 .061 .68 One-half taxable 1.530 84 I ' .. form~~·::fh b~: ::~h;sw<>rJl ~:l~~ ~=· ~:; o~~~~Y~~~~~e ~:;;;~~~: Appraiser =~~~:z; ~ . ~~:~. WA.~JI:I.NQ'l.'ON............................... Cou)~ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of :MIKE HARENCHAR Deceased. Late of DAISYTOWN Date of Death, .................... .AP.r.JJ ... 3.JJ., ..... .l..9. .. 6..9. .. AppraisemeHt Docket Vol., 37 Page, ...... ~J.3..~.7 .................... No. . ...... 6 .. 3..~.6 .. 9.~.7.5 .. 7 .. Filed in Register's Office, .J.un.e ..... 25 .. ,. ...... .19 .......... 69 • Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, E..ra.mined and Approved, Wrote abo.ut Appra-isement, Appeal j?'om Appraisement, Entered and charged, .... .. '