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Home My WebLink AboutOC1969-1278 - ESTATE OF PREVOSTCOMMONWEALTH OF P_!h',sYLYANIA DEPARTMENT OF REVENUE HARRISBURG rECEIVED 5UREAU OF COUNTY COLLECTIONS RCC-43 (5-65) Ocr 26 I 30 r~'69 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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 submif the following report: NAME OF REPORTING FINANCIAL INSTITUTION Pittsburgh National BaM'..'McDonald O£!lc::e ADDRESS M_O_D_on....:..a....:..l_d;.,=.,_.....:..Pa....:...=-.·...::.1;....5..::.0.::..,51..:...,_'~_,_._ ACCOUNT NO.OF JOINT,., TRUST OR INVESTMENT DEPOSIT_2.;;...;2.;;...;4;..;;.()~4 __-..,..__--,_ -.~.NAMES ON ACCOUNT.'.., OR INVESTMENT .MrS ..AnniaH.Prevost ox:-~s ..Olive D.P!a~za DECEASED JOINT DEPOSITOR,', TRUSTEE OR INVESTOR ~$..Annie M.prG'\TOst. ,DATE OF DEATH Oct.obeJi4,1969 •SURVIVING DEPOSITOR,. BENEFICIARY OR INVESTOR Mrs.Olive D~P!az:e:a ADDR ESS 1_.l_5_T_,e_r__,r_Cl...;,c__e_.__S_t...::.•.:..'.....:M....:..c:.::D:..:o:..::n:.:;a=l=d~,'__P::.;'·'a::.:,,:....-=1:.:5:..::0:.::5~7_--- RELATIONSHIP TO DECEDENT Daught.e:J: DATE DEPOSIT OR INVESTMEN.....T---:;;.--..,..------------ WAS ESTABLISHED October 4,1961 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_1..:..,7.;.....,.·2_8_._2_1 _ TITLE;.\'"Signat'ure <it,~/1 6-/RJ- e1.Sr OFFICIAL NOTICEuO'j:I~ERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (8-65) '"C~:ONWEALTH OF PENNSYLVANIA J DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__MR_S_._OL_I_V_E_D_._P_I_A_ZZ_A _ 115 TERRACE STREET McDONALD,PENNSYLVANIA 15057---- Date:__N_o_v_em_b_er_l_0_,_1_9_6_9 _ County _W_A_S_H_I_N_G_T_O_N _ County File No._ Bureau File No.__t_.J_-_C_,,,....f-L.-t~:J~Z---:;...t_ We have received notice that,~xxxxxxxxx:xxxxxxxxxxxxxxxxxxxxxxxxxxxx on Oct.4,19-29,you came into ownership of certain property through transfer from MRS.ANNIE M.PREVOST,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.Bank Acct.#22404 held in the PITTSBURGH NATIONAL BANK,McDONALD OFFICE,McDONALD,PA.,in the names of MRS.ANNIE M.PREVOST or MRS.OLIVE D.PIAZZA.·Opened 10-4-61.Balance as of date of death,$1,728.21 appraised by the Commonwealth,as of the date of death,at $1,728.21 SO %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 dea~of the dec75ent,or on or before Jan.19 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 $__----I:l8~6.::t.4.....1J..l.L--_ 51.85 $-------- TOTAL AMOUNT DUE APPRAISED BY:~~UL~~~;?:.==- $~1.S5 $_ ASSESSED BY:--I.~~·~~~~~~.~=:::.::~~~~~:_=_ (Agent for the Commonwealth) ,INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1?~/lMt~/~G jJ 'if.,z/p - 7{dV./f/Y',l ·~.3-i7-/~// To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 1?~II;U{~ AGENT fOR THE CO~n7(;NW£A',., COURT HOUSE '"H WASHINGTON,,Pfl~t4A.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,list belo~the date paid,name and address of the person to whl!ll1 you made payment,their official title and the amol:l1it.u ," Date Paid Name and Address of Payee Official rl!.!L 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 deducti.ons 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 paidth:ese 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 handl ing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet If required) 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 deductions listed above in the total amount of $--------0 Date of Approval;_ Register of Wi lis ...•.................•..................................................•...•....~. (Number and Street) · ·······..···..·········..;·..······WASHTNG-TON···,Penna.(Post OfBee) , Form RCC-2 1969 r;'COMMONWEALTI!-QF .~~NNSYLV ANIA DATE .....................N..Q.Y.~.mb..~.r ......l:.4...,.....~j,. 7 DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX \vASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY .................................................................................................... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•........§)..::.§..9.::J..?.?..~.................................... Whereas,MRS.ANNIE M.PREVOST McDONALD......................................................................................................................................................late of ............................................................................................................... in the County of .....................WA§ff.INQ.T9.N.........................................................................Commonwealth of Pennsylvania,having died on the .....................................~.~.?...............................................day of ..........9..~.~..'?.~.~.:........................................69 seized and possessed of an estate19............, 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 AppraisementDeaerlptlonofAssetValuesMadeforInherilanceTaxPurpoles $ JT.HELD PERS.1 Jt.Bank Acct .#22303 held in the PITTSBURGH NATIONAL BANK,lvfcDONALD,PA.,in the names of MRS. ANNIE ~f.PREVOST or MRS.OLIVE D.PIAZZA.Opened 10-41-61. Balance as of date of death.$1.728.21 One-half taxa j)le 864 ~l I '. i Having been duly sworn aCCfftlf to law,I do hereby certify that the above appraisement is made in con- formity with law on this ..............................................................day of ...........................~~..~.~.~~..~.~.........~~.............................................................:.........:....:...:..:.~~......~..~...: Appraiser WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of }iIRS.ANNIE }of.PREVOST...............··········jj~~·~;;;i ]:I Late of McDONALD Oct.4.1969DateofDeath, Appraisement Docket VI 38.;:"~-70.,. Page,No §..~::.6..9..':::.12..78 Filed in Register's 0 fJice,N.<;,.y..~.J-.4..J..19 6 9 Amount of tax due,$. t ./f DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal j,.o»l Appraisement,.. Entered and charged,. 1,.