HomeMy WebLinkAboutOC1969-0913 - ESTATE OF LONG'1 I>Jf
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OFFICIAL NOnC'E OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
_---lWIUJ1\~HINOTON t PENNSYLVANIA 15301
TO:MRS.R.L.REIGH
480 )h\PLE AVENUE
Date:August 6.1969
County ltASUINGTON
County File No._
Bureau File No.i 5~6f'-7/03
We have received notice that,X!XUctD1lXIfKmntwmup'tKXXXIXXUXXXXX:n:XXXXXXXXXXXnXXXu.:a
on ..luly 20,19Ji9..,you came into ownership of certain property throughX!IQ11JDm~~
1B~~l~Bt tra.nsfer from OTTO V.LONG,Deceased.
,.
..I .RCC-134/(8-65)co;~~wEk'LTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
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:.It.say,Aect.#19261 held in the
PI'fTSBURGH NATIONAL BAttK,WASHINGTON OFFICE,·t1ASHI NGTON ,PA.,'in the names
of OTTO V.LONG.MRS.R.L.REIGH.Opened 11-18-59.Balance as of dAte of
death,$1,027.87
appraised by the Commonwealth,as of the date of death,at $1,027.87
50 Ii %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT,
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
513.94$--------
AMENDED ASSESSMENT
$__S=-·....;../c3~.f_i',--_
/0 ro.cHJ
AMOUNT OF TAX DUE 30.84
Iillf you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Oct.20 19 69,you may deduct a
discount of 5%of the amount of tax due,or
1.52
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 paid by the above date additional
interest is due at the rate of 6%per annum until
paid
30.84$$'=::===========-:.c::/\
ASSESSED BY:-.4.Z::::.::=::::,.<s;.".--,....L4a...a~e~=--4~:.Ar.a'""...t!.=<-.e~~"".~e.'o~_
(Agent for the Commonwealth)
TOTAL AMOUNT DUE
APPRAISED BY:~...~~~.~--::o""<!....aI:.-4.4LJ~--
INSTRUCTIONS TO TAXPAYERS'
Make checks or money orders payable to:To insure proper cred it to your account
this Official Notice must accompany
your payment.Mail or bring it to:
(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 persoi'?to,~~om
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 requ ired,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 J:ayee Description of Obligation Amount Paid
"?<;<V~L9 n~~'l'V'f__Po~../
///?//1nvr..,./~~~~/o'?d.~
TOTAL $/'dfa ~
(attach separate sheet if requ ired)
C
I,hereby certif that the f re oing is a just and true statement of
funeral expenses and other "ts of the decedent,,for which I
was legally responsible an which I did payout of the property herein taxed.further certify,that to the
best of my knowledge and bel ief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__
Register of Wi lis
REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the above county,do J'espectfully report that I
have allowed deductions Iisted above in ,the total amount of $/6Po.d-c:J "
Date of Approval:_
R CCol 03 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS
..••h.-
WASHINGTON
J
This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after date of death,unless an extension is granted by the Secretary of Revenue.
480 Maple Ave,Washington,Pa
(Address)
Will
Admn.No.19__I,__MR_S_.--;-:-:-R_.~L_._R_E_I_G_H of
(Name)
Misc.
being duly sworn according to law,deposes and says that he is the_---'I~n~f~o!_"r"-'m~a:"-n"-'t"'----_,__,_-.,____---.,._--------
°LONG W(.EltAA-IMIITJ.tgatee,etc.)
of the estate of T_T_O_V_·late of A,..--.:>_n_N_u...,.--U_l'l-,-_-,---:--_
(City,Baraugh,or Township)
deceased,and that the whole of the estafe of sQid decedent,who died on July 20,1969
(Date)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Sworn and subscribed before me
the day of 19 _
Type of Asset:Department
Real Estate,Pers.ASSETS Estimated Valuation
Property,Jointly (Attach additional sheets if necessary)Market CAUTION
Held Prop.or Description of Asset Value (Do not writ.e
Transfers in this space)
I
I #19261JT.BANK ACCT.SAVe held in the
PITTSBURGH NATIONAL BAm{,WASHINGTON OFFIC E,
WASHINGTON,PA.,in the names of OTTO V.
LONG -MRS.R.L.REIGH.Opened 11-18-59.
Balance as of date of death,$1,027.87
One-half taxable 513.94 513.94
TOTALS 513.94 513.94
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule a!..!h,va~s s~f~r~h opposite .each item in
the last column ~the right.~~A f'f_I
Dated:}{-/.;?-tt r Inheritance Tax Appraisev:!'
Name of Payee /DEBTS AND DEDUCTIONS Amout/
Nature of Claim Claimed
Amount Approved
by Register
MOUK &YATES FUNERAL.
DIRECTOR FUNERAL 1,080.00 1,080.00
TOTALS 1,080.00 1,080.00
REPORT OF THE 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 in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount
in the last column to the right,which greater or lesser amount represents the SUt"~d~.I
Date 01 Appmval,~/4·/.%1 1 ~/.ReaistAr af Wills
No.Year__
FILE #63-69-913
Will )Administration
IN THE
MATTER OF THE APPRAISEMENT
OF THE ,-
"
r
ESTATE OF .
OTTO V.LONG
Late of WASHINGTON
County of WASHINGTON
Commonwealth of Pennsylvania
'..
Deceased
'...;
REPORT AND APPRAISAL·
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