HomeMy WebLinkAboutOC1969-1275 - ESTATE OF TOWARDDate:__-,"N_o_v_e_rn_b...:e..::,r--.:::l...:4..z..,-.:::1..:..9..:..6..:..9__
County __WA_S_H_I_'N_G_T_O_N _
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,BUR~OF COUNTY COLLECTIONS
~.1m:iERITANCE TAX DIVISION
TO:WILLIAM E.HANNA
BOX 26
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OFFICIAL NOTii_INHERITANCE TAX
APPRAISEMENT AND.A5SI:SSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
WESTFORD,PENNSYLVANIA 16134 County File No._
Bureau File No.(P.3-ftz?-;'175
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.
I
The property on which tax is hereby a~s.essed consists of:(1)Jt.Save Acct.#67-7840 held in
the MELLON NATIONAL BANK~WASHINGTON OFFICE,WASHTNGTON,PA ,in the names Gf
JANE TOWARD or WILLIAM E.HANNA.Opened 7-13-60.Balance as of date of death
$674.73.(2)Save ACc't.#15.725 held in the FIRST FEDERAL SAVINGS &-lOAN ASSN.
WASHINGTON,PA.,in the n/e TOWARD ,JANE or HANNA WM ..E.Opened 1_18-63'HBal
as of date of death,$808.~~
appraised by the Commonwealth,as of the date of death,at $1,482.84
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT , i
741.42$--------741.42$-~------1,087.95
AMOUNT OF TAX DUE 44.48
o If you pay the above amount within three {3}months
of the date of death of the decedent,or on or
before Jan.19 19 70 you may deduct a
discount of 5%of the amount of tax due,or
2.22
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'i's due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE $44.48 $ESTATE INSOL~::.
ASSESSED BY:_..£>Z.l:::~~=:::::='"~'_,-,,~c...'c...~V::::E;.:=N'===f::z'="~7-/-"-<-:-"_'_-
{Agent for the Commonwealth}/'"//'
APPRAISED BY:--.:!ko~~-L----..4-'!!S:d.~~~,,""
Make checks or money orders payable to:To insure proper credit to yo'ur 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 bel~date paid,name and address of the person to whom
you made payment,their official title and the alJ1ount.-~.-~
.'~...
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 againstthe g~oss value of the property in the computation of tax due.If any
such expen~itures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the'affidavit,an'd return this notice.The Register of Wills will examine the debts claimed and allow
those wh ich he determines'to be proper.The tax wi II then be recomputed and you wi II receive an amended
assessment,of 'tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1-You were perso,nally legally 'responsible for these debts,and
2-You actually paid these de~ts out of the Oecount or property deseribed ahove and can'furnish proof
of such payment,if required,and
r '3 _Thes-e same debts are not also c1ai~ed,for'tax purposes,by a~executor,administrator or other
person,al representative of the decedent handling the administratiortof the general estate of the
decedent or any other transferee,.
SCHEDULE OF DEBTS
Date Paid'Name of Payee r Description of Obligation Amount Paid
11-14._flQ (1 ~.~r1"1i'R~rnh;1
T.","u~....'"Funeral 1 OR 7 QC\
,,
-
TOTAL $lOR?QC\
(attach separate sheet if requ ired)
.'COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF:\V'ASHINGTON )
\'-.'I
I,WILLIAM E.HANNA hereby certify tk~thT6Wi~~ng is a just ~nd true statement of//.
funeral expenses and other debts of the decedent,J ,for whidv1 .
was legally responsible and which I did payout of the property herein taxed.I further certify,that to tJ{e'
best of my knowledge and belief,these same debts will not be claimed by any other person,for inh~.r1~ance
tax purposes.>(
DAY OF
•Signature of Taxpayer
w::.;.:;O::W.ASHINGTON co..PA.REPORT OF REGISTER OF WILLS
My Commission Expires February 27,1971
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approval:_
Register of Wills
'.Form RCC-2
DEPARTMENT OF REVENUE
BlJRE.U1'OF COUNTY COLLECTIONS
"'HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERR'ANCE TAX
APPRAISEMENT
November 14 1969DATEL .
COUNTY :~~.~.~.~.~?~..?~.
FILE NO...~..~.::::..??..:..~.~..?...?..
Whereas,J.A.NE..T..QWARP.:late of WAS.H.I.NG..T.O'N ..
in the County of ~~.~.~.~.~~!.g.~Commonwealth of Pennsylvania,having died on
the l.~.t..h day of 9..~.t..9...p..~.r..............................19 9..9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W..~R..~G..HAN.E.x.,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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
JT.HELD PERS.:
.It'S;nr Ar"r"t'JiF,7_7R40 hpl Cl ;n the MRT.T.ON NATIONAl
BANK.WASHINGTON OFFICE.WASHINGTON.PA.,in the names of "ANE
TOWARD or WILLIAM E.HANNA.,Opened 7-13-60.Balance as of
date of death,$674.73.(2)Save Acct.#15725 held in the jj7 30
FIRST FEDERAL SAVINGS &tlNl LOAN ASSN.OF WASHINGTON
~held in the names of TOWARD JANE or HANNA.WM E
Opened 1-18-63.Balance as of date of death,$808.11
One half taxable ~404 06
o.
f,
'.TOTAL 741 42
..
;,
..-
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this 14..t.,h day of ::::::..::::::::~:~..~:~:~~~~~~9 ..~.:_~...................................................................................................................................(Z..~~~.~~:..
.(Kumber and Street)...........................................................'~A~PoI·~i~~ON ,Penna.
63-69-1275.........................................
Jf.ASHl.NG'rQN............County
ESTATE INSOLVENT
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JANE TmvARD
Deceased.
Late of
\vASHINGTON
Date of Death,O'c.t.ohe.r 19..,1969
Appraisemellt Docket Vol.,).§.
e<~-3Page,No.
Filed in Register's Office,11~.J4 19 (J..~
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,,..
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,
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