HomeMy WebLinkAboutOC1969-0891 - ESTATE OF MORGANRCC-134 (8-65)
/""~OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREJVJ OF COUNTY COLLECTIONS
"&INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT ,AND.ASSESSMENT OF
ASSETS NOT SU BJ ECT TO }\DMINISTRA TION
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TO:MRS.JOHN G.FRIEND
BOXXQi9X 242
AVELLA,PENNSYLVANIA 15312
Date:June 6,1969
County ltASHINGTON
County File No..,...-:::,..-_
Bureau Fi Ie No._......;C_·_3_-_t_y_-~_r_j_
~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on 19---69 you came into ownership of certain property t roug
transfer from CHARLES P.MORGAN,
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.
of CHARLES P.J.fORGAN ..MRS.JOHN G.FRIEND.Opened 7..7-65..Balance as of
The property on which tax is here~y ass.essed consists of:_..::.J...::t:....:.:......::S::..:a:..:v:....:.~A.:..::c:..:e::..:t:::...!-..!#:L:2:.::::..15.::!.3.:..7~O~h~e~1~d~i~nL..,.!,t~h~eL
PIT'I'SBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.)in the nam"s
date of death.$3,000.00
a'5lraised by the Commonwealth,as of the date of death,at $__..:....3..!..,_O_O_O..;.•..;.O..:.O__
o %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$_--=l:...a•..=:.50=.:O~.~O~O__
AMENDED ASSESSMENT
$__.L./.....;0;;;.,.-_0_0.....,.=-o-o~.:-!<""_/~..J7 iQ)
AMOUNT OF TAX DUE 225.00
o If you pay the above amount within three (3)months
of the date on,death 23the delf§ent,or on or
before ug..,19 ,you may deduct a
discount of 5%of the amount of tax due,or 11.25
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
*If the tax is not pai(by the above date additional
interest is due at the rate of 6%per annum unttl
paid "::'
APPRAISED BY:---===-.....:--:...:..::...--o<::-----=--.:--74-~
$225 .00 $.d 7!'t?..3 ._
ASSESSED B~:_...:~~_u..._~~_l_~_~_._r......:~:::-..--:=-~_~_.~_.'-T:I_._
(Agent for the Commonwea Ith)
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:
f ~•.
(over)
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 whooP:·_
you made payment,their official title and the amount..-
Date Paid
;6-''\'.-:;.
CJ
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 dpimed 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 I red)
COMM-ONWEALTH 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 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.
I,the undersigned,duly elected Register of Wills il)and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $"
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __.
REPORT OF REGISTER OF WILLS
Date of Approval:_
Si gnature of Taxpayer
Register of Wills
Fonn:RCC-2
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COMMONWEALTH OF PENNSYLVANIA DATE ........................A.~.g~.~.~......~.?......~.?..~.9..................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .............................W~.~.h.t..P.:.gt.P..~.......BUREAU OF COUNTY COLLECTIONS COUNTY ...................APPRA.ISE~fENT FILE NO...............................§?::::.§.?::::.?..?.~.............HARRISBURG.PENNA.17127 ...................
Whereas,............................................G.bar..le.s.....P.......l1Qr..g.an.............................................late of ........................XUIU......W.ashing.t.on......................
in the County of ............................................Washin.gto.n.....................................................Commonwealth of Pennsylvania,having died on
the .......................................23,...r.d......................................day of .....................M..ay,...............................................19.....69.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................W..•.R......C.b.Q.n.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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
1ID.X»xxx
JT.HELD:
Jt.Savin~s Account held in the Pittsburgh NAt.ionAl
'RAnk WA!':hina+,..,n ()f'f'i f't:>111<:1 c:::hi nrrtnn P",nn ,,,,,1 "<:In';"
T-l",1rl in tn",..,,,mo,,,"f'('~..,...,0'"P 'M"...",..,..,-MrS.John G.
O'
Freind.1 I)()r ()()
Total ,I)()(;()()
forrn~~~fhbl::::~~w<ll11~~~~~.:.~.~:re~~:r.~e~t~~p~~S~?~?~~
~=:~m er and Street)
..................................................................................................................,Penna.
(Post Oftlcel
L
·WA$Ifl:NQ':I:'.9N.Cozmty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...CHARLE8.P.•...MORGAN .
Deceased.
Late of
..................................W.A$tl:J..N.GTON..
Date of Death,Mf!.y ~3..,l.96.8..
Appraisemellt Docket Vol.,.
Page,...........................................No..9J.~..t?9.":~.9J .
l
Filed in Register's OfJice,A~~~.t-9..L19.99 ..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j1'Qm Appraisement,.
Entered and charged,.
,.
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