HomeMy WebLinkAboutOC1969-0877 - ESTATE OF RODGERSIf 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.
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 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 __.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
•
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-134 (8-65)
S:0MMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU·OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
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Date:__....JJiLlI./.;JNEI.!.IiL.....!42,..t-,_'L:9::u6;l.:9'--_
County __~_'A_S_H_IN_G_T_O_N _
15317McMURRAY,PENNSYLVANIA
TO:----.;;J::-:O:..;;:S:=EP:=.:H::7·=H=.=-=R:.:.::O~D~GI~R~S~.",....,.....,__
255 CENTER CHURCH ROAD
Coun ty File No._.,..-_---,::--_
Bureau File N~.~J-(;f;5'77
We have received notice that,~uxxxxxxxxxnXXXXXXXXXXXXXXX"XXXXXXXXX
on May 19'19---..2,9you came into ownership of certain property throug~1.XB
HXX~transfer from MRS.MARY L.RODGERS,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.
death,$7,000.00
The property on which tax is hereby assessed consists of:Jt.Bank Acct.#544562 held in the
DOLLAR SAVINGS BANK,PITTSBURGH,PA.I in the names of MRS.MARY·L.RODGERS
IN TRUST FOR JOSEPH H.RODGERS.Opened 4-30,59.Balance as of date of
appraised by the Commonwealth,as of the date of death,at $7,000.00
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
lESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
$_7;..z'~O...:-OO.:...;.;....;;0...;;..O_
420.00
$2006-0 0
Z ,g,2-06
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before A~.19 19 ig,you may deduct a
discount of 5 0 of the amount of tax due,or
o 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
31".ala
~tcI CIl a'3.S~·
21.00----~-~----8ct'etkt---~1(:"fr--
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
APPRAISED BY:
TOTAL AMOUNT DUE
y~~~~~-
$420.00 $~_Sf·fl
ASSESSED BY,~~L..-d
(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:
(over)
~~rl JlMwJ».o8 ¥Vcu./,7'-o?p/~/
;fi.c::.-///7 6 S-6 /5e?
x:?q?S,?F/
"R~/IAM.~
AG~,~T FOR THE COMMONWEALTH
COURT.HOUSE .\~ASHINGTON...PEtJNA.,-'~-1630~
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."
Date Paid Name and Address of Payee~-Official Title Amount Paid
.\
'.
o
Under certllin 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 debtscJaimed and allow
those which he determines to be proper.The tax will then be recomputed (md 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
6-20-69 George Clark.Jr.Oneninp'the p'l":lve 7t:..f"lf"l
6-3-69 Robert E.Wilson
Funeral Home Funeral qf..q.()()
6-3-69 Rev.Wm.C.Thompson Conductinl!Funeral service ?'i nn
6-1-69 RflV Ann l"p.w r.r.h~1 mp,..~llc::c::i c::tinn ,.nth n ,1 1 t:.()()
f.._?'_f..q M,..c::.Tl"lhn T i,..a",n·c::t f'/,\,..n..1 fO.oo
f.._?'_f..q I:P......."'....I:h",..,.,h ('ro~~'"~.~.'0"....4 ~,,~...,IV\/'\/'\
6-3-69 Mrs.Lavinia Brock u
Sl"Il 1"1i c:::t n f .n.11 c::p,.."i f'p 10 00
6-10-119 r..,"r.n TT ...f'1"I'""',.."'".,125.00
V
(
TOTAL $1 'i?q.nn
(attach separate sheet if requ ired)
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 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__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
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 $--------C1
Date of Approval:_
Register of Wi lis
Form'RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT•
DATE ,,",'"''''''''July,,,2,9,,,,,,,1.9.6.9.,,,,,,,,,,,,,,,,,,,,,,,,,,,,
COUNTY """""""".!!~.~"~g.~..9..~."."."""".".,..,.,,,,,,.,,..,
FILE NO."",,,...,,.,,,,,,,,,...,,??,,!§.2.:.~77,,.,,...,,,,,.,,,,,,,,,,,.....,,,
Whereas,,..,',"~F.Y.~.!~9.9.g~.r..~late of ~.~.M~.r.~y , , , , "
in the County of :w.9:§.h.~.ngt..9.n Commonwealth of Pennsylvania,having died on
the J9.t..'h..,day of Mgy 19 69..."seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.,R,Chan.ey ,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 transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Appraisement I
UnitDescriptionofAssetValues Made for InherltanceTaxPurpoles
$
I..
JT.HELD:
Jt.Bank Account held in the Dollars 3avings and
Bank.Pittsburgh.Pennsylvania.in the names of Mrs.
M~'1"V T ~-,Tn rp'Y'll~t.f'r.'1"T~~~~l..l-l H(,,~O''''.,..~?()()()('{)
Jt.Bank Account held in the Dollar Savings
'Rank Pit.ts ~1v::mi~in t.hp.n~mp r.f'M'1"~1'1"t:1
M~'1"V T ~~1!',:IVIX Tn 'T'..."",+f'r.'1"n"''PV'\+'''~T c:,00 f..f..()()mu
1'1 600,00 11 f..()()(XL
Total 1'3.600 00
..
fonn:V:fh~:~:~:'W<>rll~k~o~~:~a~o~e~..~~~~~:~e:?i~s~~
,AppraIser
"'......,.,..,...............,................:...,~~....,.......,...,...".,."".."..,.,..,....,..,................................,,,....4I~~L'7.·::?:;~'7")······...·····.·····.·······.......Pen~.
·.Vl.ASB.J.NQ'rON...................................COU1lty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...........MRS•......MARy L.•....BD.DGERS .
Deceased.
Late of·
..M:G.M.UR.RAY...
Date of Death,May 19~1.9.69 .
Appraisemel!t Docket Vol.,.
Page,No....f/~..9.9:~:$.77 ..
Filed in Register's Office,J.1Uy ;?9."19..69..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appmisement,
Appeal f,.om Appraisement,.
Entered and charged,..
~
•
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE,,-_.--
HARRISBURG
;,
Re:Estate of:P-ary L.Rodgers
JOSEPH H.RODGERS
255 CENTER CI~RCH ROAD
Hc:.1URRAY,PENNSYLVANIA 15317
Date:November 20,1975
Dear Fiduciary:
Date of Death:
Bureau No.:
County No:
}.fay 19,1969
63-69-877
37-242-2
As a result of an audit of the Inheritance Tax Dockets of
Washington County,it has been disclosed that you are the
Fiduciary or Tax Obligee of the above esta~e,now in a del-
inquent status.
In accordance with Inheritance Tax Directive #5 (revised 6-73)
Enforcement Program,the purpose of the Inheritance Tax Enforcement
Program is to insure cmmpliance with Section 701 et seq.of the
Inheritance and Estate Tax Act of 1961,and prior related acts,
which reqV~t\}'yfi..t~~~.••~~oor
T~urns ancr-t1ie payment of taxes.
Please comply to the above within ten (10)days.
mjr/Thank ~u,
O.L ~&/~~~«-~S.Walko,Revenue Agent
For:Peter J.McHale,Director
Bure~of County Collections
I!
IrI
I
t
I
Make All Replies To:
Inheritance Tax Division
2~4 Washington Trust Building
Washington,Pennsy1vania 15301
Phone:228-2211
~~.~
~,!/f7r
/f:~~S-ooS-/
.$70/6.5-
I
I
--------------------------------
..-,
10 DAY NOTICE OF TAX DUE
XX~Lms.'liKIXJaDW!
PENNSYLVANIA TRANSFER INHERITANCE TAX
Date N.9.y.~mb.~r.~.Q.l~.1..~.
To J..Q.~.~p.h H!t Rg.~g.~r..$.~f.~:y'!p'g 9.~..J~~..!~.!~~.l!..
..........25.5 C.~1\:t.~.r.C.btlr..~b.Rg.~.4..~..l..J~£}fY.r..r.~.Y...t P.P..!!J..?.~~.1..,.
ESTATE DATE OF
OF .:Mar;y..L Ro.dg.er.s DEATH ~y.~9..'-!~.~.~.
Date County State
Appraised File 3..1.::~;,~.~File y.~.;::.~~.;::.~J..7 ..
Real Estate
Personal Property
Joint Accounts 7 000.00..............1..
.............................................................................................................................................................?..t;Q.Q.9..~.Q.Q ..
Less Exemptions
Less Debts and
Administration Expenses ~..!..~.~~.~.~~.
TAXABLE AMOUNT 5,471.00............................................................
............................................................Amount Previously Paid
TAX on @ %..
T 5 471.00 6 328.26AXont@ro ..
273.55
TAX BALANCE 54.71............................................................
I f 8-19-70 11-30-75nterestromto .
6 54 ..71..................%on .17.34....
BALANCE DUE COMMONWEALTH ?.~.~.~~.
DISCOUNT (5%)IF PAID WITHIN THREE MONTHS
FROM DATE OF DEATH.
PAYABLE TO:
REGISTER OF WILLS
WASHINGTON COUNTY
COURT HOUSE
WASHINGTON,PENNSYLVANIA
....................:;y_y~..yy..'\'.'l('_'.-.M.~~~y '.
Commonwealth of Pennsylvania.
CHIEF APPRAISER
------------------'---"-----------~--~
.,
RECEIVED __...l.T...;;JtyuoQL-....lH..:.;UIL.N~D~l?_l£L.:.n'---'1?_I...1?.....T....y..L...=:-_"'~.....I-;t-t"';l<.....:-.------""oa....l"..ud_-..,.--."...-'-'Q....:..7r /......J.....0..",O.:.....---'-"'-'-.=----"'-'---=-'--'-"'--=----"'..-..........-~_dollars
Payi tIbon In J.representing Pennsylvania Inheritance or
From:_--'J....~('I.'\....:ftu.~~p....'.......H....JHu...a.---->.kJo,J'O...\lL,lI\.....r.,'u.~t<"'"':'!..:...lur;'---._!._i_a_1'_,_.__E_st_ot_e_T_o_x_d_u_e_fr_o_m_th_e_f_o_lI_ow_in_9_es_ta_t_e_:Q
Address __2_5_S_C_I_~~_Tr_r_!':_t,._~_l_~p_rJ_~_C_,j:._T_~l_C'_A_!"-i 2%Tax on $.....,.....--:-__$---:;;--...,....-rli~7r---A~:;~---;-)Jt.'1ark Ar-c+.3.76,'V
__~'_c:....:}_:_e_:{_~_U\_Y--",--P_E_~,_t_,·:'::J_"_.'_l_V_l_'_""_I_,\.__1_S_)_}:....:,_7--1 '6%Tax o~$:.:,471.•C0 $2_'"'_1_~_._C)_l)r.J
-
File No,63-69-877 Date of Death__~:::...t:_-..:...l=9_-..:...h_ll-l 15o/c Tax on $_$--------u I
Date of Payment ~J-=l::::.11..::..;..v--=2,,-8~...>-.-=l=-S::..l_f1~o_.-;
C Nome of Decedent __.:.;~~:-~.:..-).:..'.:..'-..::.~.:::jl·.:.;\P:..:,-=Y--=I::.,.:...--=R.:..O,,",I::.)-=0-=L::..:!..:.{S~-l
'70 TOJ(on $---,__
Estate Tax,Act of
May 7,1927
$---------1<4
$----------IilI'
County ~,_"_lA.:...:.:i~'f-:...:..i.:..J.:..N,-,-G-=T:.....:O::"':~";".;-i
Remarks:
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
__o/c from _
to _
$__-...::2'-'7...,:'..;.,;,,!...:5~,~S--.1fJI
$1~.6R----"'--:....:."--'---M
$----------1
TOTAL AMOUNT PAIDSEAL
NOTE:To be delivered to lalpayer
$=====2==:5==:9==:.=:8==:7===l;J
R.<.I,.d by ~~
NOTE:In accepting the transfer .nhe'ltance tax on fulure estates,prior to the death of the life 12 ~(Si9nature)~.~'
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall fi-
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the r
lile tenant or tenant lor years whenever it appears that such additional tax may be legally due and--+-......'--=:R'-'....:.-=::(T:-i-fl)-JC-.#L.,.:.::c:.~=-----U
collectible lor any reason whatsoever,
,.------...._--~_.-.-'".-,------"'""':'"_...
I
\
",
• I
,"
1 _...'
"
_...-........_-_..................-................__.........dollars......................_......RECEIVED
\I
SOR:::llCC;;'A:J(03!.71IA)J:lgnJ::E~mi:2!mnrnl[]:;r::t:ltnElCD::.m!m::D:Em::JUiJEl::r\:U:J.mIz::Ijmi:IE~mE~nrnITr::c:l~~1n:R:n;bl]JI,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE50054OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:From:...!lQfIS];1b.....tI.L~otlgJar:a.-~B.J:1.IUiJ---.On.-~tltJ..,.~~t..----==~:..:.::.....:::..:.:....:=:..:....:.:.:..::....:..:..:.=..:.:..::~=..::..:...------I~1
Address_~2=..::5::..:5~C::....:e:::n:::..:t::..::er=-_C:....:h:.=..:U==r::...:c::..:h=--Ro--=-.:a:::..:d=---__--1
McMurray,Pennsylvan1a 15317
File No.63-69...817 Date of Death_.......,,""""'~O&4i<--;
Date of Payment _-=De=c~~=r!........!1=.L-l=9~7-"'5'--------i
Name of Decedent __Ma_ry--=-_L_._Ro__d~g:--er_s ----l
2%Tax on $$
6%Tax on $5,471.00 $328.26
15%Tax on $$
%Tax on $$
Estate Tax,Act of
May 7,1927 $
County JW[aJ3h:LnQt~L -l
Remarks:
TOTAL TAX CREDIT $__=3=28.=..::..e=2=6 1t11
Less five percentum of tax if Prev.Pd.&73,55
paid within three months after Sal.Due 54.71
,date of death $~
Plus interest at the rate of
_$from 8_19-70
to date $__-=1...:..7,,:,,9=3...:4 11I1
.'
$===7~2~.!:::!O~5~==IAI
NOTE:This Triplicate Receipt to be retained I;;r audi,t purp~ses.
.~7-242-2 Received by
NOTE:In accepting the transler inheritanc~tax an future estates,prior to the death of the life
tenant or tenant for years,as evidenced by this receipt,it is understood that.the Commonwealth shall
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the
life tenant or tenant for years whenever it appears that such ;dditianal tax may be legally due and--t'T--f_-:r.H-""7i-+-.'---7-=-:'':-:'7-''r--::-'';~7T'.-+-i-.,.;-,-UI
collectible for any reason whatsoever.
.._~__o_.~~~._~~.._