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Home My WebLink AboutOC1969-1242 - ESTATE OF ALEXANDER.' RCC-43 (5-65) C9MM.oNWI;}~LTH OF PENNSYLVAN IA DERARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING 'FINANCIAL INSTITUTION __t'_l._'11_'SB_'_lJh_'U_H_l{_A;...'X_.LO;...~_A1_·...;;.BAN";;;;;;.;.;.;;K~~C::.;;;·HAh:::::.;:;:'LJt:::::·::,·v;:.::l=-·.;::Ul'::,.:'J:..:::l:.:::C.lli=--' ,". ADDRESS CHMLz..ROI"t'A.1$022 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT--..;..17.:..::;3;..-80~=(S;.;:El;..;.;ying==S=...l,"---_ NAMES ON ACCOUNT OR INVESTMENT Mrs.Jeanette Alexander or Mrs.Mary L.Brickner / DECEASED JOINT DEPOSITOR,. TRUSTEE OR INVESTOR Mrs.'Jeanette Alexander 708 . ADDRESS XUl8Ra~k;eMe,Ohm:-le:t 01,P$.l$e22 DATE OF DEATH ~:-:1~Qc•..L:3-6~·iL9------~----------.- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ....;M=r=s=•..:.M=a=ryl...-::L~.-=:B:;:;,,:f..=1c:::,::kn=.:!:El=:.:lir _ ADDRESS _---I1Uo!O:lit.8-",Shwl!!ll.ad4JI.y~AI1l.yUle........,~Ch:w::l;;u:r.:.Ll.:;.:J"'r~ou.;+......cP;a,A_•...I.J~50.u2:.,(,2-------- RELATIONSHIP TO DECEDENT-=-_.IlCDa::.ll:UilQff.!.!:.ht~e ....r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~7-.;.::1::::t4-~6:..L7 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-~i.I..4olo'-~----:;::oo;-----,,,-+--~~~,J...- DCl)1'- ) RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26,S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR J_c_nn_e_t_tG_"_K_",_Al_._e:<_':J:_:n_r.lc_'r_~_ ADDRESS ---.r---,£-~:.::::::::::t:.-~..u+-4~-"-~---L..U:;t::e...--:-7I-..:::::::.J[.:.:=d~~~ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DE POSIT__S_<1v:1.n_·__'i.~r1;s;;.._A=c__co;.:,u~nt.:..'..!.!.#.=1.:..87w7 _ NAMES ON ACCOUNT OR INVESTMENT DATE OF DEATH {"O'~'<)b3:r 3 1969 SURVIVING DEPOSITOR,?l BENEFICIARY OR INVESTOR GustrfYl:l Th';pIroG?'J.......t1 m;nQ1;"Y!f!Jf ADDRESS 708 Shady Ave.>Ch'1:rleroi,Pa.11)022 TITLESignatur Assist8nt }Lanager RELATIONSHIP TO DECEDENT '-'G::oandson to t1e,<:lns'j-,t",K.'"lexanCler DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED --::;X!!=.',~=f.~==.:~::::;;~'='=:l:!:•.:Ut.X.-!o/..Ju1li:!:o1:..J.'Ji.-",.......]~961ot,;:51-_ BALANCE,INCLUDING INTEREST ,DUE,AT DATE OF DEATH $=.3,.L..(__)6.:..1"'=.r)__o _ p(gr,~";l t,'t'~\~•.eu~,e8'S!. .~-~3 6 t 7.~-o,/ I 8cj.O.5>'I !Jj /-3-70 r..;op-lo /0 CHARLEROI,PENNSYLVANIA 15022--- TO:__M...;.RS-,-,-•....;;.M~A...;.;.;R=Y......;B=R=I~C=K=NE=R~_ 708 SHADY AVENUE OFFICIAL NOTICE OF INHERITANCE TAX ..APPRAISEMENT AND ASSESSMENT OF ASSETS Jl:lOT SUBJECT TO ADMINISTRATION Date:October 10,1969 County WA SHINGTON County File No._ Bureau FileNo.~?r-Ia?-Ic1t.(:, We have received notice that,lilli~Idthf<XXXXXXX:X::X:XX:UXXx..~':XXXXXXXXX~ on October 3,l~L,you came into ownership of certain property through JU.lf,~DI~~ transfer from JEANETTE ALEXANDER,Deceased. RCC-134 (8-65) COMMONWEAL TH OF PENNSYLVANIA "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION $-------- AMENDED ASSESSMENT $5,060.04-----=~----- 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:(l)Various Series E Bonds pur.5-50 to 5-57 17 $25.00 and 22-$50.00 in Safe Deposjt Box in the %MRS,JEANETTE ALEX ANDER or MRS.MARY BRICKNER.Value as of date of death,$1,870.74.Cash in box $650.00,Say.Acct.1877 Char.Fed.Save f.,.I.;n the u/o JEANETTE K.ALEXANDER IN TRUST FOR GUSTAVE BRICKNER,JR.$3,OOO.OQ and Sa,YLA--.hhtL.i17J8Q..in_theP,NB. Charleroi,in the njo'JEANETTE ALEXANDER or MARY BRICKNER.Opened 7-14-67.Bal.X«PfjXaa«lx~.~»mirDmlm4dtb,as of the date of death,at $849.33 Total Bal.6,370.07 50-100%of this amount is taxable at the rate of 6 % ,1410.04 !taxable ORIGINAL ASSESSMENT DATE OF ASSESSMEN~650.00 ll'ully TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 303.60 D If you pay the above amount within three (3)months of the dat~afndeath of the decedent,or on or before •3,19 70 you may deduct a discount of 5%of the amount of tax due,or 15.18 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 I*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 $303.60 $..,J-Z?/L/-Z-- APPRAISED BY:~~~~~~~~~=-ASSESSED BY:_.......~~~~::::l!-«'==R~£~~~c.L~~4~",~1"~·..~:<=e~)'d..._ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: I To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: (over) ,-, 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 whom you made payment,their official title and the amount. Date Paid Name and Address of Payee ... Official ritle 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 on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally r~sponsible for these debts,and 2 -You actually paid these debts out ()f 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-re.presentative of the decedent handl ing the admin istration of the general estate of the decede~t or 'any ofher 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 legally responsible and which I did payout 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__ REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned',duly elected Register of Wills in and for the above county,do respectfully report that I have allowed de.ductions listed above in the total amount of $" Date of Approval:_ Register of Wills Fonn RCC-2•Novrneber 6 1969COMMONWEALTHOFPENNSYLVANIADATE...................................................................,....................................... 4'DEPARTMENT OF REVENUE f RESIDENT INHERITANCE TAX COUNTY ...............J~r.~..~..h.i..ng.tQ.n.......................... BUREAU OF COUNTY COLLECTIONS "- HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO....................6..3...~.6..9.~.l.2.4..2........................... Whereas,................J..e.an.e.t.t.e....Al.exander.........................................................late of ....................................Charleroi..................................... !in the County of .........................!y.~.~.h.:tP.KtQ.P.:...:................................................................Commonwealth of Pennsylvania,having died on the ..,.................3.......:r.d................;...........................................day of ...................Q.c.t..ob..er..............................19....6.9,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,, designatedhavingbeen to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life,esFatel:l..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 CO,mmonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest~ ,.. "Unit AppraisementDescriptionofAllet./Made for InheritanceValuesTaxPurpo.e,. ./':,'"'1 $ 1~.-I JT.HELD: I V;t.rious Series E.Bonds pur 5-50 to 5-57 15 $25.00 and 22 -$50.00 in Safe Denosit Box in the n/o MRS.JEANETTE AlEXANDER of MRS MARY BRICKNER.Value as of'n;tTP of'np;tT'h $1 R7()7..1 7 Cash in box $659 00 ..Savin~~Acet.1 R77 LCh;t.rl er; Federal SavinQ:s &Loan Assn.in the n/o JEANETTE K.ALEXANDER ;n F()R r:.TJ~1'AVF.THIJS'I BRICK:t\TER.JR.$3.000.00 and SavinQ:s Acct 17380 in the P.H.B.Charleroi in the n/o JEANNETTE ALEXANDER of'MA BY HRH~KNF.R 5 060 ~4 ,. ,. Total S 060 b4 i iI t ~, WASHINGTON ·n ••··nn •••••••n County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...JEANE.TT.E....ALEXANDER . Deceased. Late of CHARLEROI .Date of Death,Oc.t.ob.e.r ...3..,1.9.6.9.. Appraisemel!t Docket Vol.,3-7 . Page,No.;..6..3..~.6.9.~.l.Z4.2 . Filed in Register's Office,N.Qy~.mb..~.r.6..,J9 6..9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,. .'; ,... ,. r •