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Home My WebLink AboutOC1969-0950 - ESTATE OF MALONERCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEP,.RTMENT OF REVENUE BURJEAtl OF COUNTY COLLECTIONS ,-iNHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENl kNP'AS{)ESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION j 25 W.BEAU STHEa;;rC Date:__..JW1.1!'Kue;::,Hl.l!:i;.:.;},I:.:l'g..o'f~O.:l:lfl_.!;>.t'J,;IllegJul!i:l-;·tu.'..J6u,.ss--1L:{:.u16.t;;;..(i County __---!.!\'lL:.A~~.!.!H.:!:IllNG:::..r.=.:.l.·'C~)N~_ "'J ASH ING'lON"P:r.NN SYLVANIA 15301 County File No._ Bureau File No.tJ-df-7s-d (- We have received notice that,9'~:~.x~~""dKsd:J:b~Let~!hLl)J;·':::~:'LV 'V'll ..YVV:T~'.·._v'\l.:_·":_:'.....v_v:,~v'C:0::'~_'(.''V_v~~::':'.1~::;:.v" on .1"'1 J 9,19 I.n ,you came into ownership of certain property throug vr+t:lht{ofrsur,V;ivors~i.R"rwhich-vvXX~...~:..;l"."("".,,,W)..+".J.llIo,t·.......:o...t.i~'")..:.....l•..U.,i.."'\..c'~~~\t~.(OO~J'JyXo-.'lVJt~.-(tv1;,tb.e.x9.~~~:~]1t_.tr,msfel'from"H.S.RUTH HALON£"deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiabil ity for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Held Say;jng5 Account.fi 2(:120,held :in thn;j tt.aburgb Nat.ionpJ Brmkf \1Jo:::b'jngt.qn Off-i ee,1.,J'a:-;biIlgtor'l PennS;jJ )[.,-!n;fl,in the na"n€S of ?'\rS.Ruth 1:;aJ.one In lJ'rust.For vrilliam J ..Nalone.Opened Jc.nuary 27"1969. Bal;mce AS of date of death:$3,495.29. appraised by the Commonwealth,as of the date of death,at $J,k9 1j,29 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E 209·72 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before October 19,19 69 you may deduct a discount of 5%of the amount of tax due,or ___-10.4l.---- D This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19 in the amount of 209.72$TOTAL AMOUNT DUE *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/',~;;:!)4.._~--l..d!l-.::!.~~,.<:--- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this OHicial 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 person to whom you made payment,their official title and the am~~n!.,...._I..<~..." 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.aI representative of the decedent hand Iing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 7-3/-~y -ul ....~'7/.._v.J )/-'-/Z7 ~AJ!.:?.:z.?.3 ~ ,If"t~-6 7 ~..1'.~~f /0 .-?:.JJ .Q./..,7~t!?-s"y:-d-£'i Lq'p jl 16../yt/.#//'.'nJ/l AJ_~~;1/_,~~D'"-d TOTAL $a/eft?;~d (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 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,th~.und,~!signed,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 Approva I:.....;.;-"....'_ Register of Wills I . Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .....~.~.~.~..~.~.......~.??........~..?..?..~................... DEP"",#tTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON-'COUNTY ..,..................................................................................................B(ffl.EA"U OF COUNTY COLLECTIONS HARRISBURG.PENNA.171 27 APPRAISEMENT FILE NO•.........?~.:..?.~..:..~.:?...2........................................... Whereas.RUTH MALONE WASHINGTON......................................................................................................................................................late of ............................................................................................................... in the County of ..............~~.~.~.~.~~~.~.~...,.............................................................................Commonwealth of Pennsylvania.having died on the ......................................!.~.~.h..........................................day of .......................~.~.~~.......................................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. Unit AppraisementDescriptionofAnetValuasMadeforInheritance Tax Purposes $ JT.HELD PERS... Jt.Save Acct.#29120 held in the PITTSBURGH NATIONAL BANK.WASHINGTON OFFICE,WASHINGTON1, PA.,in the names of MRS.RUTH MALONE IN TRUST FOR WILL~AM J .MALONE.Opened 1-27-69.Balance as of date of deatJ:1, t~XXXXXXKil1JXlX1iil1XXXXXXXXXXXXXXXXXXXXXXXXXXX ~XXXXX:X XXXXX+Dl IxIIX $3,495.29 Fully taxable 3,49:29 3 495.29 ~-2,180.40 D &-D 1,314.89 Clear Value Having been duly sworn aC:ZW1~ng to law,I do hereby certify that the above appraisement is made in con- formity with law on this ..........................~.................................day Of~~gtl~t~'e~A:~6~. .................................................................................................................................................................. (Number and Street) .....................WASHINGT.ON ........................................................................,Penna. (Poet Office) WASHINGTON County July 19,1969 I RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RUTH MALONE Deceased. Late of WASHINGTON Date of Death, Appraisement Docket Vol..37 Pa e ~~9-i '7 6·;·~·6·9·~·9·5·0···.... g ,l\i o . Filed in Register's OfJice,~.:.~.~19 ?.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,. Entered and charged,. " .l l