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Home My WebLink AboutOC1969-1167 - ESTATE OF PERRYRCC· 134 (8· 65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUI?EAU OF COUNTY COLLECTIONS -··· -mHERITANCE TAX DIVISION • OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: __ ___,J.....,U=-=S=S<-=CA=R=O=L=I=NE=......:F.....::•_.:...:PE:::.:1 R=R.:.::..Y 627 FOURTH ST!lUT ----DONORA= PENNSYLVANIA 15033 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 • Bank Acct • #22980 held in the I _ t.JELLON NATIONAL BANK, DONORA OFFICE, DONORA, PA. , j n the names of EU{1Et.lE M. PERRY or MISS CAROLINE F. PERRY. Opened 10-17-66. Balance as of date of death, $2,551.36 appraised by the Commonwealth, as of the dat~ of death, at $ 2 '551 ~ 36 50 % 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 DUE D If you pay the above amount within three {3) months of the date of death of the decedent, or on or before Bov. 12 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 $ ---=l:..~,t..::2:..:.7..::.S..:.. • .:::.68:::..___ 76.54 3.83 ~ ----~ c::.. -TOTAL AMOUNT DUE $ 76.S4 $ =============-- /'i' ~:a;H~-- {Agent for the Commonwealth) {Inheritance Tax Appral 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: Wi'f!ll NA~ .. ' .. ,. ... · . ,o~, .• ~i.,; t.ftl..Hi . . ., riE \Ju, •.• ,l ... l ..• : M1Etfi f0l1 URl t\OUSE CO NA \6301 WASRlttGlOlt!c .PElt • If you have already paid this tax to an executor, administrator, attorney or other pers~cJ rePresentative of the decedent for forwarding to the Commonwea,fu, list.below the date paid, name and address of''the person to whom you made payment, their official title and the amount. lflil ...... 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 hand I ing 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 /";...,._/ _g_ ,)_ ~~ .3. e'--C3 t:?. ~ / r ..0 / ~0, u-r:j &.t. ~ 0.. ,...._ a, ~ .1./_,..KL~ -,"...e _:2/55-o---o ~~ 7V/ 4-7L; d., J!ff,._JL F· fC Y (/ !I ~ TOTAL $ ~/9?c/~ {attach separate sheet 1f requ 1 red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _______ _ 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 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 REPORT OF REGISTER OF WILLS I, the un'dersigne<l, duly, elected R~gister of Wills in and for the above county, do respectfully report that I have allowed deductions. list.ed above in the total amount of$ " Date of Approval: _____ ··-'--.,....------- Register of Wills \. Fonn RCC-2 DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS ... HARRISBURG, PENNA. 1 7 l 2 7 COMMONWEALTH OF PENNSYLVANIA • RESIDENT INHERITANCE TAX APPRAISEMENT DATE .......................... 9. .. <:. .. ~~-P-~T ... ...!.?. .. l ....... !~.§~ NTY WASHINGTON cou ................................................................................................... . FILE NO. .JJX,JtXK~ ................................. -............................................................ . EUGENE M. PERRY DONORA Whereas, ........................................................................................................................................... : .......... late of .............................................................................................................. . in the County of ........................... ~Y.A.~~.Pi9.:.T..9..~ ................................................................ Commonwealth of Pennsylvania, having died on 12th August · 69 . the ....................................................................................... day of ............................................................................ 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................................ W ....... 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. Description of Asset JT. HELD PERS. : Jt. held Bank Acct. #22980 held in _t:he MELLON Unit Values $ Appraisement Made for Inheritance Tax Purpoees i : I j NATIONAL BANK, DONORA OFFICE, DONORA, PA., in the names c f EUGENE M. PERRY or MISS CAROLINE F. PERRY. Openedl0-17-j 6. Bal. as of date of death, $2,551.36 One -half taxable 1,27 . 68 I ---1 ~ 1,275.68 i I 2,196.48 D. & D I i ESTATE INXENIX INSOLVENT Having been duly sworn ;cording to law, I do hereby certify that the above appraisement is made in con- formity with law on this ........... ! .... ~.H .................................... day of...... ~~~Q~~~~,~~:········••1-•;~~~ ............................................................ WASHINGTON-............................... , Penna. (Post Ofllee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................... ~tl.G.E.~ ..... M.~ ...... P..~RRY. ................ . Deceased. Late of DONORA -Date of Death, .................. Au-gust-··1-2.,-···1·969 Appraisemel!t Docket Vol., ............ ~.~·································· Page, ............................................... No. 63-69-1167 Filed in Register's Office, Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, . : ,,1 "'"" .-.... .., ""' ~- • !" • ,·