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Home My WebLink AboutOC1969-0804 - ESTATE OF CONNELLY~--- Fonn:RCC-2 i COMMONWEALTH OF PENNSYLVANIA DATE Julv 9 1969........................................~...............,............................................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BURE'AU OF COUNTY COLLECTIONS COUNTY ....................................................................................................1 APPRAISEMENT .I HARRJSBURG,PENNA.77727 ..FILE NO........~.§.~.::..§..~.::..~.9..4........................... Whereas.ELIZABETH CONNELLY CHARLEROI......................................................................................................................................................late of ............................................................................................................... in the County of ........................w.A.~.~.~.N9..T..9.N ...................................................................Commonwealth of Pennsylvania.having died on Ii the ....................................}.!.~..~.........................................day of ..............~.~.Y.:.....................................:.............69 seized and possessed of an estate I19............. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;\v.CHANEY 'i Therefore.I.R.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.j Description Unit Appraisement of Asset Values Made for Inheritance Tax f'urpolec I I $ -l JT.HELD PERS.:~ Jt.Bank Acct.#186-28-9194 held in the j MELLON NATIONAL BANK,CHARLEROI OFFICE,CHARLEROI,PA.I 4I in the names of ELIZABETH CONNELLY or MARY RITA CONNEL "Y.I, Opened 4-22-69.Balance as of date of death,$3,000.)0 j l?ITTT V '"AY A.IHF.3.000 00 , -, J J 1 J " .. "- - - form~;v:fhb~:::~h:,wO<l1a~~~~~:~a~~~~~=~~~v:ir~~~~~~ A pr ser .........................................~.......................................................................................................... .J (NU~~and ~reet)L.. .........................................·...~..····....··..~·.ip~~i..·O;~···.......·:~...·.··..·........Penna. _._-_.---- WA!>.H.JNQ.'I'.9.N..................CoUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ELIZABETH CONNELLY Deceased. Late of CHARLEROI..................................................-. Date of Death,:M~.y 3.1.,lQ.Q.~. Appraisemel!t Docket Vol.,.3..7 . Page,No.J>..3..~.§.~.~.$.Q.4 . Filed in Register's Office,.J.u..ly 9.19 6.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. ,,:~l _ JOFFICIALNOTICEOFINHERITANCETAX APPRAISEME~T AtI<D ASSESSM'ENT OF ASSETS NtlT SUBJECt'TO ADMINISTRATION RCC-134 (8-65), COMMONWEALTH OF PENNSyLVANIA ,DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERIT~NCE TAX DIVISION iiiiiiiiiiiiiiiiiiiii....iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;:.iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;l;;;;;;;;;;;;;i;iiiiiiiiiiiiiiiiii;;;;;;;;i;iiiiiiii;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii...,i Date:__.'_JUD_e_i 1:....8~J:....'1:....9:....6:....9 _ County _-:...ll_l_SHI_N_G_T_O_N _ CHARLEROI p'PENNSYLVANIA ' TO:__...EM.,.'_Ry.........AB~I.....'i...A.....:CIl£10laNRI:uHill·_LL...y _ 717 I M.cUAN AUNUE County File No.----""------r'- ./'3 -~r'/:(?'.()~Bureau File No.__{P_.__T--,-~O-+'L__ I We have received notice that,DIJRiUxUmxAXllX,uxJXJIXXIXJ!X!IXl'lttXXIXIXXIII on Nay 31 '19 69,you came into ownership of certain property througnllp»SXIrJJt.1UUam HiliIi'DilllllllB_.-mx tran.fer·from BLIZABETH CONNBLLY,'BRCIASID _ ' ....,..,r • Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable . and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. I " The property on which tax is hereby assessed consists of:Jot •Bank lcct..l1e6-28.9194~Ot'held _J.II 'the:MBLLONNATIONAL BANK,'CDRLBROI OFFICI,)CHARLIROI.Pi.t in thein.aea of BLIUBITH CONNELLY 'or MARYltTA CONNELLY.!·Ope.ed 4~22·"'69.·Balance as ~,Idate 0'1'd'.ada ~,~$~S'-r~OlAOAlO,"..~'VJOOu-'....:...'-----.:....-;-------.:...----,....:.--~--...:..-~--,-:.____;_-- appraised by the Commonwealth,as of the date of death,at $3,000.00 ,10.0 %of this amount is taxable at the rate of 6,.%,, ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_--=3:....1.•....=.0-=-00::..;··_:..,:0:...:0:..--_ AMENDED ASSESSMENT $dtJ61J:-tM ---=A=--V:~:/f:=.~~.-:;ioq-·- 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 befor'e '.'Aug_31 19 61 you may deduct a discount of 5%of the amount of tax due,or '.,'9.00 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 TOTAL AMOUNT DUE $180..00 $'/01.td .. ASSESSED BY:_-l~~'''::'''':''''._._.__.---:.,~_._._.__'_'_.,..:;..__ (Agent for the Commonwealth) APPRAISED BY:~~~~A&t!::.~~~:::.... 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 I or bring it to: (over) -',"",I.....v'~''¥oj" ., Amount Paid"Official Title -....' Date Paid 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 amount..,.....'to'__~..t. Name and Address of Poyee ':r 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 deterrriines to be proper.The tax will then be recomputed and you will receive an amended ' assessment of tax. THE THREE TESTS WHICH MU~T BE MET ARE THAT: , 1 -You were,personally legally-responsible ,for these debts,and 2-You actudlly 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 ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ich I was legally responsible and which I did payout 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__ Si gnature 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 $_ Date of Approval:_ Register of Wills Form RC C ·10 OFFICE OF TIo/I;; .RlGISTER OF WILLS OF _,,_._W.:..::A.:..S:....H__IN_G_TO..:..--N__COUNTY AND AGENT OF THE COhlMONWIiALTH '.I..- ..J STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ".., ,$.. DATE APPROVED . Regi.ter of Will.,Ag..t ESTATE OF _-=E=L:..:I:.:Z=A~B=E=T:.:H:......::OO:.::..;:.NN.:.:...:..:E=L::.:L=-Y.::.--__LATE OF __C_h...::;;a~r_l_e~r_o_J._·....'_W_a_s_h_i_n--'9::..t_o_n__CO_u_n_t...:ye-_ DATE OF FILING APPRAiSEMENT _.....JI.JUOAjnl..ol.lOe~-l,1--o1.......9""'6Ul>9ATs:OF DEATH _>J.J~un!Ule~.,.,--=!l....9z.:6>!.9Z-_ DATE No.OF VOUCHI;JIt NAME OF PAYEE Dr.E.E.Costa Onin~t Monument Company ,..~+..,..~Tnkst~r MichiQan is Slezak REMARKS Medical Care Last Illness Grave Marker Ambulance Service Funeral of Decedent AMOUNT 89 00 135 00 15 00 2518.20 AiT Freiaht (Included in Funeral) -•~i ++p Notary Fees Transportation of Body of dec. TOTAL 2 00 -------- $2759.20 I, i----t-·---Jf----f----------------·--+-----------------l-I ----+---j ----1f----+---+-------------+---------------+-----+--I ---+-----4-----4-------------·------+1--------·-------------+----r--- __+-_+--_-+-.-1 ...--...---------------4----1--., I ,I ---t---+---+-----------------t1-----·-----------------I1f-------"f---.,T COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHING1PN S8: MARY RITA OONNELLY------:..==-=-:..=..;::.;.:--..:=..:.:..:...:.--=-------HEREBY CERTIFY,THAT.TO THE BE.T OF MY I<NOWLe:OGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF ACMINISTRATION SUBMITTED TO THE ESTATE OF..ELIZABE~H.OONNELLY/jl L-~OECEASEO'"'-5 Q.,EO.UCTIONli FOR INHERITANCE TAX PURPOSES."A1A .IJ....I~ SWORN AND SUBSCRIBED IlEFORE ME THIS c:I-8 DAY o!Jj·,!,"!J~l'-·----·(L.S.l ~T"n~/2-'11 ~~..~~//.~./~~'--~~~~~~a-::::::.-----_--.--_ /'~mtp;'Sft1;);(Ilf'l'1lISUC;'-i'- "tlillltfllof(~]1AAt..!J1j;}~I."GTOjHOOlfT)' 'MY .roMMlSSfo~;~~i~~sJ1.itU4~~J 1/1911 ....:--.... \ "" Z~6 .UV 2 lor 69~ 1:0 3 '1 ':l ".'l'...~.~..'".': " ;';r ,;.