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HomeMy WebLinkAboutOC1969-1154 - ESTATE OF ENDEMANRCC-i44 18· 65) I I COMMONWEALTH OF PENNSYLVANIA DEPARTM'tNT OF~EVENUE BUREAU OF C,OUNTY COLLECTIONS INHERl-TAN<:E TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSES~ENT OF ASSETS NOT S~BJECT TO ADMJ1.1JSTRATION /I TO: _ _;K=A=T=HIE=E::.:.N-!HY=NE::::..:~S::....._ _____ _ Date: __ ___.a.A~ug~ud.,i;s!.!.Lt__.:6i.L.I ............ l.;z.J260J..:9z__ ___ _ 50 REBECCA STREET ___ R_O~COE, PENNSYLVANIA 15477 County __ ...:.W:..::a::.:::s::.:.h.=.ing~t~o::!;n~------ County File No. ----~-----:,._r __ Bureau File No. __ &,_3_-_t....;..f_-_1-_1~_-_f __ We have received notice that,~f~IDOO~'(XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX:XXXX ,July 17 1918..-, you came into ownership of certain property through · · · X JU"CII:n.l\=rU>'""'-J"UU'-"'~m~JmKIDOOOOJ~· transfer from, ELEANOR ENDEJ.fAN, deceased. 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: Jt. Held Savings Account # L.70. held in the Western Pennsylvania National Bank, Roscoe Office, Roscoe, Pennsylvania, in the names of Kathleen Hynes or Eleanor Endeman. Opened November 15, 1967. Balance as of date of death. $496.16 appraised by the Commonwealth, as of the date of death, at $ 496.16 50 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE / ~ If you pay the above amount 't'.llhin t~r££,Jll .. atonths_ of the date of deeth. of the decedent, or on or before O~.':J*" 17 19 69 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 TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $-~2~/1~8-lu6L-----$-------- u .. s9 --_ _,..J14...._ ____ _ $ -=================·- APPRAISED B~o k? ~ ~ {Inheritance T aXAPPf(lieT) ASSESSED BY~tft, ed ::?f'C2.a--??~ (Agent for the Commonwealth} "- INSTRUCTIONS TO TAXPAYERS (over} To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: AGENT FO:' T::E ; __ 0~{M0t4Wt:AL i"it COURT HOUSE WASHINGTON, PENNA. 15301 If you have already paid this tax to an executor, administrator, attorney or other personal representative of the . decedent for forwarding to the Commonwealth, I ist below the date pa i.d, name and address of the person to w_hQ!lJ 1 you made payment, their official title qnd the amount. L-. <-"' ~ Date Paid .. Name and Address of Payee ..t..-...... .. I.,.. .. . Official Title I I Amount Paia·--- 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 determihes 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 con furnish proof of such payment, if required, and 3-These some debts ore not also claimed, for tax purposes, by an executor, administrator or other person.ol 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 - "' . ~ ~ {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: Amount Paid .. TOTAL $ 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 pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these some 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 , ,, . ,, ~ •. , .· ... "\_. • ··REPORT OF REGISTER OF WILLS ' ·,...: ··~ "' ._J I s -., !'f. ~ '· . -. ...... .. ' .. I, the undersigned, d!Jiy elected Register of Wills in and for the above county, do respectfully report that I hove allowed deductions li.sted above in the total amount of$---:-------.. Date of Approval:_. _____________ _ Register of Wi lis ' _j I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE T4X APPRAISEMENt DATE October 14 1969 .................................................................... '-... ................................. . DEPART~T QF REVENUE BUREAU OF 1COUNTY COLLECTIONS uNTY WASHINGTON co ·································································································· FILE NO ........... ~ .. ~.=--~-~-=--~-~ .. ?..~···········-······················ I HARRISBURG, PENNA. 1 7 1 2 7 Whereas, ............. ~.~-~A-~9..~ ..... ~-~P.~.~-~---··········· ......................................................... late of .......................................... ~.9.§.9..9~ ............................................ . in the County of ............... :W.A.$.JU.N.G.T.QN. ............................................................................... Commonwealth of Pennsylvania, having died on the ..................................... J?.~.h ......................................... day of ............................ J..~.l.Y. ................................. 19 ..... 6.9, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, "'· R. CHANEY 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoees $ JT. HELD PERS. ·: Jt. Sav. Acct. #470 held in the \VESTERN PENNSYLV ~NIA NATIONAL BANK, ROSCOE OFFICE, ROSCOE, PA., in the names olf KATHLEEN HYNES or ELEANOR EDEMAN. Opened ll-15-57. Balanc~ as of date of death. $496.32 One-half taxable. 24.R hf\ form~v~':fh b~: ::~!w<>rll .. ~~~i~tttol~:·. ~.~ o~~:~ ~·~~if~~~€:~ t~::;;~~~~ ~~: Appraiser ................................................................................................................................................................. (!!lumber and Stnet) .................................................... W.A.S.Hl.NG.T.ON. .......................................... , Penna. (Poat OIBee) - I r, ..... ··········'-····· ..... WA.SH.l..NG.T.O.N..... ......................... c ozmty -. RESIDENT INHERITANCE TAX APPRAISEMENT . ...) Estate of ....................................... E.LE.ANOR .... EDN.E.HAI .......................... . Deceased. Late of ROSCOE Date of Death, .......................... J.l:lJ.Y .... J.7...2 ..... J .. ~.§.~ .. AppraisemeJ!t Docket Vol., ................... 3..8 ........................... . ! Page, ................................................ No .......... §.~.::.§.~.::J-.1..:?..4 " Filed in Register's Office, ............... .Q~.t. .. ! ...... l49 ........... 69 Anwunt of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, ~.- \ "I ~· Entered and charged, ~ .