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Home My WebLink AboutOC1969-1131 - ESTATE OF HERMANRCC-134 (8-65) J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE,_ BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISiON·;· OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND_ASSESSMENT OF ASSETS NOT SUBJECT 1f"O ADMINISTRATION --------~------------~~-----------------------=--------~------------~- ', r • TO: _.£.loK.&OIEWINN~FI.A.T.u.B_T.A..A... ~ft_.Eb:.!Rwli""'IA.,..N>L-----Date: ___ _t.Sae'-l'p:u.t'""'e..wmLUh.s;o.e.~...r_2""5L,._.....,.l~..,;;9u.6l.Oi9!-F- R. D • # 1 County ___ .....~Wil.!a4!suh~i""'nl4iig~t<.!:o~nL-__ _ BENTLEYVILLE, PENNSYLVANIA County File No._J_~_-/_J_-_J __ _ Bureau File No. t;;>:?-{pj'-// c:l/ · We have received notice that; <f§XQ{~IK.f.h~XXXXXXXXXXXXXXXXXXXXXXXXX.XXXXXXXXXXXX o. n Apri]! 5, 19..6.9.., you came into ownership of certain property thro~~h r~Y~UH~XWX ~~lif~1JDJOlBlOO[X transfer from. MRS. ANNA M• tttERMAN, deceas9d. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania ·such transfers are taxable and the liability for the paym.ent of 'the'"inheritance tax due is imposed upon you, as transferee. ' • The property on whiqh tax is hereby. assessed consists: of: · .It. Held Bank Account, held in Western ·Pennsylvania' Nat'ianal Bank 9' Monongahela· Office, :t.1oriongalicla, Pennsylvania, in the names of MRS. ANNA M. UE~~N of KENNETH·T. HE~mN. qpe'ned].Z-9-66. Balance as of dat.e of _·death, ·$2,211.45 .• • i ' . appraised by the Com~onwealth, as of the da.te of death, at $ 2' 211.45 . . . 50 % of _this ,amount is taxable at the rate of · 6 % ·. ORIGINAL ASSESSMENT 'AMENDED ASSESSMENT DATE ·oF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS $ __ ...&J_.,...L]lw!.Q:.L5 .a..e 71...1.2"'-----$---~l~,~l~o~s~·~'Mz __ 1,172.10 ·NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the date ~f death of the decedent, or on or before 19 you ~ay deduct a discount of 5% of the amount of tax due, or 0 Th·is 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 a.lso 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 TOTAL AMOUNT DUE $ APPRAISED BY:P ;f a,_u., f2_ Jp ASSESSED aY: ;' (Inheritance Tax ppra i ser) Insolvent 66.31 66. 31: $ -=============-e=~o:i" tz_# ~e<---<' /. c;--""' (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) \ To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: If you ha_ve already paid this tax to an executor, administr_ator, attorney or other personal representative of the decedent fo:r forwarding to the Commonwealth, I ist below the date paid, name and address .of the person. to. whom ·you made payment, their official title and the amount. · • · ,. Date Paid "a: .. ...~ Name and Address of Payee Official Ti'tle 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 persori,al representative of the decedent handling the administration of the general estate of th'e deced~nt or any other transferee. · SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid ' 4 ... 10-6< l ),f. ' FMTP. Fnnara 1 ~-~fl!t:.l ti Q55 .00 ..1 .1n. ~a Kur~2 Monnmt:n· Grave Marker 14 JlO . ~-1 1-6•:) 'titS. S~l'"' -:on M.n n~ct:nr Rill 59.00 · R . .4 .. h~ I!¥KliiA~lm1 :lt'\to~ ~~,..v~ A ~(}._QQ . ~·-4~10.-69 Haven Cres. Inc. J.~4 • .LU ~.\'"" ·-' . . ._, - TOTAL $ 1,172.1' (attach separate sheet if required} COMMONWEALTH OF PENNSYLVANIA) COUNTY OF: _______ _ I, . . hereby certify that the foregoing is .a just and· frue statement of funeral expenses and other debts of the decedent, , for wh.ich I was legally responsible and which I did pay out 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 __ _ Signature of Taxpayer 1 ' • l, 1 \REPORT OF REGISTER OF WILLS ... ' : . . . .~ ' I, the undersig~ed, du.ly elected·'Register of Wills in and for the above county, do respectfully report that I have allowed deductions list.ed a.~!lv-~ in 'the total amount of $ --------.. Da·t~· of Approval:_. ·_ ....... ·-~~----:--------·. ' Register of Wi lis J RCC-103 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTME"!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION F # 63-69-1131 INHERITANCE TAX RETURN FOR IN SOL VENT EST A l"ES ONLY ,. OF RESIDENT DECEDENTS couNTY oF _ ___:_:W.=.as=h=i=n2.gt.:...::o___.:.n __ _ 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 grcnted by the Secretary of Revenue. Will Admn. No. ___ l9 __ I, _ __,K=e=nn~et~h_T=-:·~H.:.:e:.=.rm=an:::._ _____ of -------,-B.,--,e,...,-n_tl_e-:-=yv'---i-ll_e _____ _ (Name) (Address) Misc. being duly sworn according to law, deposes and says that he is the ____ ___:J....::t~·~T:....:en:::..::an;::.:..t=-------:---------- (Exec . .,., Adm.iLegatee, etc.) of the estate of ___ .:....Mr::.::.._:cs....:.•__:_:Ann=.:....a_M___:_. _H;_e.:....:rma:....::::.::..:n.:..._ _____ late of ---~-o,--e_nt_:-e~yv~i_l_l-:e-----:--------- (City, Borough, ar Township) deceased, and that the whole of the estafe of sQid decedent, who died on ____ A_,~p-~i=-=1::...,.:5~, 7 1=...!._9..::._6_,_9 __________ _ (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 ____ l9 __ Type of Asset: Real Estate, Pers. Property ,Jointly Held Prop-or Transfers Jt. Held (Signature) ASSETS (Attach additional sheets if necessary) Description of Asset Jt. Held Bank Account., held in the Western Pennsylvania National Bank, Monongahela Office, Monongahela, Pennsylvania, in the. names of Mrs. Anna M. Herman or Kennth T. Herman. Balance as of date of death, $2,211.45 (1/2 taxable) TOTALS REPORT OF INHERITANCE TAX APPRAISER (Title) Estimated Market Value 1,105.·72 ll:,l05.72 Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointei:! .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 at the values set forth opposite each item in the last column to the right. Dated: Name of Pa'yee L.M. Frye Kurtz Monument M.S. Stevenson, M.D. Ambulance Service Haven Crest, Inc. Inheritance Tax Appraiser DEBTS AND DEDUCTIONS Nature of Claim Funeral Expenses Grave Marker Doctor Bill TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed 955.00 14.00 59.00 20.00 124.10 1,172.10 Amount Approved by Register 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 sum allowed as a deduction. Date of Approval: ______________ _ RealstAr of Wills r--------=------------------------------------- ., +:: . ··, Will ) Administration No. ____ Year __ IN THE MATTER OF THE 'APPRAISEMENT -· OF THE '-{ ESTATE OF- MRS. ANNA M. HERMAN · .- Deceased Lateof _____ =B=EN~T=L=EYV~=II=.I=E_. ___ __ County of _______ W_AS_H_I_N_G_T_O_N ___ _ Commonwealth of Pennsylva?ia REPORT AND APPRAISAL -; ,-l •·-i . ) .- ) "'_; .. . -... -· ' ' t• . " ., -.. ~· . -