HomeMy WebLinkAboutOC1969-0900 - ESTATE OF ANDREWSDate:__---::-A=U-:-:G=tJ=ST,..,..''"....,.6,....;.:,.,....·,-1_96_9 _
WASHINGTONCounty _
County File No._
Bureau File No._---l~....e_'=3..1...-..;~!5::.L?_-....!:9~d_'.0_
153'17
OFFICIAL NOTICE OF INHERIT~,NCE TAX
APPRAISEMENT AND A$SESSNiENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:__J_EA_N'E_'_T_.TE_i_S_I_M_PS_O_N_'_
30 ARCHER STREET
C:.\NONSBURG.,PltTht~m VANIA----
RCC-134 (8-~.5).
COMMONWEAL THU'f PENNSYLVANIA
.,9oEPARTMENT OF REVENUE
..'BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
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We have received notice that,UI~'1[QmXDIJKXUXDUXXmn.umIIX.UXUXXXIXXIX
on Oct.23 1968,you came into ownership of certain property throug~~~m
IDiD.K.lDJmKa(~HaXHUXtransfer f:-om CALVIN C.ANDREWS t D.ecea.sed..
Under the Inheritance and Estate Tax Laws of the Commonwealth of PennsyIvan ia 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 ass.essed consists of:Jt.Sav.Acct.#296-10.3872·...01 held
J.o the J.fELLON NATIONAL BANK t CANONSBURG OFFICE,CANONSBURG,PAl t in.the ,lJam~s
of CALVIN C.A~1JREWS or JEANETTE SIMPSON ~Opened 6-24...u6 I'Balance as.of
appraised by the Commonwealth,as of the date of death,at $4.112.57,
50 %of this amount is taxable at the rate of 1S %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
$_2--:.,:.....0_5_6_.2_9_,_
308.44
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before 19 ,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
APPRAISED BY:
TOTAL AMOUNT DUE $308.44 $Ibtf,Z ._
:Jj £t:t~e.,vl<:":ASSESSED BY:__'-...L~~/=-=~=-c,.j(=~.,~:-~qe:::..-..---.:~=---t1fl__..;..._,-e.......'~_.....:;;.(j _
{Inheritance Tax Apprv1r}(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
Make checks or money orders payable to:
(over)
,t"r~'&Jr ~t11:~U1fr:.u,.1~~{fi ~
,:J,.,..N,LA:"1153{Br
-If you have already paid this tax to an executor,administrator,attorney or other personal representativ,,~of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the peTs'on to whom
you made payment,their official title and tq,amolJ4nt."t .
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.
Amount PaidDescriptionofObligation
SCHEDULE OF DEBTS
1/0
Name of Payee
fl""Jl I""'l....'J q,.
(,/
7 -/7-t 0/
Date Paid
(attach separate sheet if requ ired)
TOTAL $
COMMONWEALTH OF PENNSYLVANIA)
COUNTYOf --,,-__
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;".
SWORNANP SUBSCRJBED 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 $_
Date of Approval:_
Register of Wills
Fonn'RCC-2
DEPARTMENT OF REVENUE
BURE~OF COUNTY COLLECTIONS..
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHER!TAN~E TAX
APPRAISEMENT
DATE ......A.~g.~..~..t ......e..,.......+..~.9...9..
COUNTY JfA.$.H..ING..T.QN .
FILE NO .lI..§.~.:::.§..~.::..9.Q.Q .
CALVIN ANDREWS CANONSBURGWhereas,late of .
in the County of WASHING.T.ON Commonwealth of Pennsylvania,having died on
the ~}.~.~day of 9..<::.~.~~.~E 19 §.~,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:
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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
..
JT.HELD PERS.:
Jt.Save Acct.#296-10-3872-01 held in the
I MELLON NATIONAL BANK,CANONSBURG OFFICE,CANONSBURG,F1\.
in the names of CALVIN C.ANDREWS or JEANETTE SIMPSON.
Opened 6-24-66.Balance as of date of death,$4,112.5~
One-half taxable 2,05(29
2,056.29
Less D&D 956.50
Clear Value 1 099.79 ,
1
..
Having been duly sworn according to law,I do hereby certify'that the above appraisement is made in f;?f-
forrnlty with mw on this ~~~day of .·.···~~~~=~~~~:A;;'~.
WASHfNGTsO~P.........................................................................................................................................,Penna.
(Post Office)
WASHINGTON...................................................................COU1lty
{)
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
CALVIN c.ANDREWS
Deceased.
Late of
CANONSBURG...............................................................................
Date of Death,Q.c..t.Qb.~.r.2..3...,1.9.6.8..
Appraisemel!t Docket Vol.,~.7...
Page,No .§.~.::':.§.Q.::_9..Q~L..
Filed in Register's 0 tficel AY,g\Hlt.6.19 6..9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,...
Wrote ab(),ut Appraisement,.
Appeal f,.om Appraisement,.
Entered and charged,.
I
to
..
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