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Home My WebLink AboutOC1969-0991 - ESTATE OF HOELZLERCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUEJ~REKrJ.-o...CCOUNTY COLLECTIONS INHERITANCE TAX DIVISION .... OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiili;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiidil TO:__1_fA_R..;,.;:G_A_RE~T_G,,-T~•....:.~.:..::1c=K=E=E _ R.D.#1 Date:-__.l:1A..u1l~g,.u1Jl.;:isu.t.....J:;6l..,,'--!1~9;u;6~9;L....__ County __...:..:W:..:..:A:..:::S,;;,,::H=-IN=.:..:G::::..,;T~O::.,:;N.l.....-_ ]5057____~~f~DONALD,PENNSYLVANIA County File No._ Bureau File No.&ze1-~Z-yf?/ We have received notice that,lsXKXe~HJht~X{te.,1QJ;!f{M·y y v vv v v on June 9,19 69,you came into ownership of certain prop~-rty-through-~&glt"ilKloo-ii1fis]lpti:j~:6 ~t~~A~Xl~X~ll~~roX transfer from DOROTHEA J.HOELZLE,Deceased. Balance as of date of death,$1,603.54 z appraised by the Commonwealth,as of the date of death,at $1,603.54 __5_0_%of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__..:::..80=1:;;",:.:...:.7..:..7__$-------- AMOUNT OF TAX DUE 120.26 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Se~t.9 19 69 you may deduct a discount of %of the amount of tax due,or 6.01 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 $120.2Q $==========-- ASSESSED BY :--~.,L::::.:::::::::::::::==--=-=~~~=--=-""';"':'--- (Agent for the Commonwealth)er) TOTAL AMOUNT DUE APPR AI SED BY:J;::~~L,.L=-.:::t!:::.~~~:.... INSTRUCTIONS TO TAXPAYERS -----_. To insure proper cred it to your account this Official Notice must accompany your payment.Mai I or bri ng it to: AGEiH FO~THE COMfJlnNW£AtTH coUaT HOjS£ WASHINGTON.PENNA.15301 ~,#os-ofto(over) 'R~ll}M~,~ -,C?eP /I'!:;'S- ~9,l?tJ t3~~7-J9/ Make checks or money orders payable to: 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 blow th.e 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 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 lega lIy respons ibl e and wh ich I did payout of the property herei n 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 in 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 Wi lis Fonn RCC-2 DEPARTMENT OF REVENUE.\("" BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 12 7 COMMONWEAUrH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE §~.P.~.~~.~.:.?!.~???.. COUNTY ~.'3.:.f?l.?:~~B~9..~.. FILE NO...??..:?.?..:?..?..~. Whereas,P.9.;r.9..t.h~.~!l..,B.9.~.J:.~~.~late of ~~.P..~~.~.~. in the County of ~~.~~.~!!:~.?.~Commonwealth of Pennsylvania,having died on the 9 t.b.day of J.:lJ.P.:~19..??,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,Y,W.•.R C.bane.y ,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpOles $ JT.HELD: .Tt Checkin~Account held in the Union National Of Pittsburs:h.Pittsbur,gh Office,Pittsburgh,. n~~~~'"T'U!:l1"l;!:l in the names of HARGARET G.McKee w of OOROTHEA J.HOE;LZLE.114 D5 . Total 114 25 form~v:.':fhb~:::~h~wllrrl·cco~i~~l~~:~.~o~~..~~~i:;;":n.~:~~ ~~2..........'"~;t·::Z~~~·~....··..............·......··..·....,Penna. .......WASHINGTON.....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .IPRQ'r.I:I:E.:A .J..~liQ~~:?:;r$. Deceased. Late of ......M.G.P..QN.AL.P...... Date of Death,J..1Jp.~9.,.l.9.69... Appraisement Docket Vol.,. Page,No..~~~.~9..~99.~. Filed in Register's Office,$~P't..~),QL199.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal j,.om Appraisement,. Entered and ch(Jrged,.~ • ~'...., i R CC-43 (5-65) ,~C{)MMONWEALtH OF PENNSYLVAN/~-:ttl!\{f DEPARTMENT OF REVENU~HiP.~fAau @~. HARRISBURG '.",Dtf..IL[!CiT'I,til: JJJllB ., .I dCI;J,N.s "#;2]fA'l{(Jf:,(] -,I IJJ iJ):J J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Deor Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION The Union National Bank of Pittsburgh ADDRESS P.o.8oxe37,Pittsburgh,Pa.15230 ACCOUNT NO.OF JOINT,Att.n:H.G.Miller,Asst.Cashier TRUST OR INVESTMENT DEPOSIT #06-40408-1 (checking) NAMES ON ACCOUNT OR INVESTMENT Margaret G.McKee or '-- Dorothea J.Hoelzle ~-----=-=-=::.=.=......;:::....::......:.=.=.=.-V~DECEASED JOINT DEPOSITOR,- TRUSTEE OR INVESTOR --.:=:D.!I!.Ql!o..:ro~t~h~e=.=a~J...!.._H~oe~l~z!:!.:!l~e=--~_ ADDRESS R~._D~._#~l~,_M_c_D_Q_n_a_ld~,~p_a~._l~SO_S~7 __~~~ DATE OF DEATH June 9,1969./--------o---tJ /~ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR M_ar;...;g=-8_r_e_t__G_._M_c.:....K__e__e _ ADDRESS 8 ..........D~..•L...::II#l:.lI1L.&........MklcD!ll£.iQlI'lnw8l!:.i1~du.__!!.P.!i!a ....._....1a..;5;u.OL;;l5u'--- RELATIONSHIP TO DECEDENT::-__-'S:uiUllsu;;t.s;e..r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -==---:J;:;..;u::.:l:.l.Y--=-5~,...:1:.::9..=,6.=;.3 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $..:...$1=.:,~6;,.;;0..;;.3..:....5=-4:...-_ JrIl.~8 .PERIAL OFFICE ~~o /,71 /~(j.)..'- (6 f~ ), /2~7Signature TITLE Assistant Cashier ...,