The URL can be used to link to this page

Home My WebLink AboutOC1969-1191 - ESTATE OF STANLEYR c1c-134 (8-65) COMMOr,iolNEAL TH OF PENNSYLVANIA _ O'EPARTMENT OF REVENUE fuREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMEN-T AND""ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION j TO: MRS. MARGARET SLIZEWSKI 163 TREMPER A VENUE Date: ___ s_e~pt_e_mb_er--=3:_0..,:..,_1..;;..9::...6_:9 __ _ KINGSTON, NEW YORK ---- County ___ __:.:W.~a~sh:.:..:l.llg=· :::s!...:·t:..:o~n:....__ ___ _ County File No·------~-- Burea u F i I e No. --=b;..__.=;...3_-!.:::;_f_--_1-_~..:_~.:.._f __ 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. Savings Account # 197-34-6193.01 held in the MELLON NATIONAL BANK AND TRUST COMPANY, WASHINGTON OFFl.CE, WASHINGTON, PEN~SYLVANIA, in the names of ALICE STANLEY or MRS. MARGARET SLIZEWSKI. Opened 10-19-67. Balan·ce as of date of dea.th, $2,427 .42. . / appraised by the Commonwealth, as of the date of death, at $ 2,427.42 100 % 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 D If you pay the above amount within three (3) months of the date of death of the decedent, or on or before Dec. 10, 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 in-terest is due at.the rate of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT $ _ __::2;.z.:J 4:t::2:.!..7~.42=-- 145.64 ---__ 7_.~~--- AMENDED ASSESSMENT $ =Z y;,tJ 5/...( ;; .5.(1?-7~ c? (, 7 ----------- 145.64 s ..So. 2 2 ASSESSED BY :_e~t:'..:~'-';ua~~~£~--·..G~~~=.s.:::s.::;:;i{i:;.a~=--:-.- (Agent for thP. Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it 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 below the date paid, name and address of the person to,who~n you made payment, their official title and the amou.oJ. . .. .. 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 ~andling 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 9-12-69 Robert E. Hummell Funeral Home 1,367.00 9-10-69 Ambulance & Chair Servic e Ambulance :lU.UU 9-15-69 S. White's Sons Grave Marker 144.00 9-15-69 Telephone Bill '). "(J) ~ . -. . ' , ,.,.,_l .... J., .J;JV • f)' TOTAL $ ~ {attach separate sheet if 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 undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed·deduc;tions Jisted obove in the .total amount of $ ------ Date of Approval: ______________ _ Register of Wills F'onn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT JNHEBITANCE TAX APPRAISEMENT TE October 21, 1969 DA: .......................................................................................... . uNTv \vASHINGTON co. . ............................................................................ . J?lfPARTMENT OF REVENUE BVREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 7 7 7 2 7 FILE NO .................. 6 .. 3..~ .. 6.9 .. ~ .. 1.1.9.1 ........................... . Whereas, ................... 11\l~X. ............. AL.I.C..E. ..... S.T.AN.L.E.Y ......................................... late of ......................... W.ASH.I.NC.T.ON. ......................................... in the County of .................... ~A.~.?.~~.g.'f..2~ .......................................................................... Commonwealth of Pennsylvania, having died on the ........................................ ~~.~.~ ....................................... day of .......................... ~.~.P..~.~~?..~.~ .............. 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. R. CHA:NEY 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 Auet Values Made for Inheritance Tax Purposes $ - JT. HELD PERS. Jt! Sav. Accts. itl97-34-6193!01 held in the MELLON NATIONAL BANK, WASHINGTON OFFICE, WASHINGTON, PA in the names of ALICE STANLEY or ~fRS. MARGARET SLIZEWSK . One ned 10-19-67. Balance as of date of death $2 427 42 Fullv t:axahle 2 .4.?.7 .4.?. form~;·!;:~h b~~ ::~:h~;O<ll •a/~~~: ~:; .~er~~~==~~t;~t 3:;.P.~~Z.:, AP. iser .............................................................. <N~·.;;i;~~ .. ;.:;;d ... si~~~ii ................................... · ...... , ............... ........................................................................................................................................... Penna . (Post Oftlee) I ••••••••••••• H. •• •• • WASHINGTON . .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... ALI.CE .... STANLEY. .......................... . Deceased. Late of WA..S.HJ.N.GJ'.Q.N. ............................ . ..; Date of Death, ................. §.~.P.t.! ... JQ .. , 1969 AppraisemeHt Docket Vol., ......... ? .. ~ .... ;/z:.::z::.:: Page, No. ____ 6~~69~1191 Filed in Register's Office, ...... Oc.t .•...... 21.19 .... 69 .~ Amount of tax due, $ .................................................................. . .: DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, .:l. I