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Home My WebLink AboutOC1969-1286 - ESTATE OF DAVIES.1 R CC-43 (5-65) COMMONW~ALTH OF PE~)4S~1fl){itAED DEPARTMENT OF RE'\<Eim:,t;"oAU OF \tflRRISBURG "'/LLECnONS /-Oct 2/ 357 PH '69 Co. Davies or,R.obert W.Davies 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 F1rst·r~ationa1·Bank &Tl'ust FINANCIAL INSTITUTION ~\·l:":ia;-;:;s~h~in=gr:t:-r0:i:n:-!,==-P.::;;am·IWZ"':!-:-::::--------F~ederlektown·Orrice ADD RESS .-:-:-=:-=-=--:-:-:-__F_re_d_e_r_1_ck_t.:....o=--'1Wn..:.::..!..;...._Pa__.=--=l:..:..S:::..:.~3:.:3:..,··_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT.5_1_O_2 _ NAMES ON ACCOUNT . ORINVESTMENTW111iam G. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTqR William G.Davies ADDRESS Box 189,Denbo,Pel.15429 DATE OF DEATH September 19,1969II SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Robert W.Davies-----.--------------.---- ADDRESS 5_.0_x__l_g_9_,_D_e_n_b_o_,_P_S_._1_5....4_2_9 --- RELATIONSHIP TO DECEDENT Brother DATE DEPOSIT OR INVESTMEN'=T--------------- WAS ESTABLISHED August 3,1966./ BALANCE,INCLUDING INTEREST 2'1 ..... DUE,AT DATE OF DEATH $'J 42.02 "r:' k:u it j'lL,A 1Ftf . f (;1.0 ....0 ,-t....0-,.- Signature" Asst.Cashier' TITLE DENBO,PENNSYLVANIA 15429--- TO:__R_O_B_E_R_T_W_._D_A_VI_E_S _ BOX 189 RCC-'~4 (8-65) ;;;OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS N.OT~SUBJ ECT TO ADMINISTRATION " Date:N_o_v_e_m_b_e_r_l_0-.t...'_1_9_6_9 _ lvASHINGTONCounty ---, County File No._ Bureau File No._~t,:;...:3~-=t_f,f-=-~/:.-2~et'~..... We have received notice that,~xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on Sept.19 1969 ,you came into ownership of certain property through .'" transfer from WILLIAM G.DAVIES,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:J t.Bank Acct.#5102 held in the FIRST NATIONAL BANK &TRUST CO.,WASHINGTON,PA.,FREDERICKTOWN OFFICE, FREDERICKTOWN,PA.,in the names of WILLIAM G.DAVIES or ROBERT W.DAVIES. OPENED 8-3-66.Balance as of date of death,$2,142.82 appraised by the Commonwealth,as of the date of death,at $2,142 82 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Dec.19 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 $1L...,t-lQ.L.7w1L.....t.!:4ul__ 160.71 $-------- 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: AGENT fOR n~E COMMONWEALHi COURT HOUSE WASHINGTON,,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below the date pa id,name and address of the.person to whom you made payment,their official title and the amount..... Date Paid Name and Address of Payee 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 p!Jyments 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 pai"d 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 handling 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 TOTAL $ .(attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ 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__ 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 deductions listed above in the total amount of $" Date of Approval:_ Register of Wills I IFonnRCC-2•November 19 1969...:PJ ..COMMONWEALTH OF PENNSYLVANIA DATE .......................................................................,...................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTONCOUNTYBUREAUOFCOUNTYCOLLECTIONS.............................................._.................................................... HARRISBURG.PENNA.17127 .APPRAISEMENT FILE NO.............§..3...::..6...9..::.l.Z.B..6...................................-'\,- Whereas................W:.l.L.L.lA.M....G.........DA.VIE.S...............................................................late of ..........................DENBO................................................................ in the County of .........................~~~.~.~.!.~g.~9.~.....................................................................Commonwealth of Pennsylvania.having died on the ......................................J..~.~.~...................................day of .............~.~.P~.~.~:t?~E ............................19...(>.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......................................................................................................................................... having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix i 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 i the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer Iinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement IDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ JT.HELD PERS.: Jt.Bank Acct.ltl:\lO?h~1~;,.,.-1-.",H'TQ~'"l\TA'T'T(Yt..TA......BANK f1 TRUST CO.WASHINGTON,PA.FREDERICK'TOWN OFFICE, FREDERICKTOWN.PA.in the n::4.mp~nf 1.I1TTTTAM ~nAVT1<'.~"'....- ROBERT \v.DAVIES.One ned 8-~_hh R~1 !:l<:!"f ~!:l'-'""f' death.$2.142 82 Onp_h:llf .-""V''\l.1",1 071 ..1.1 . I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ·····....·1·9·t·h····,········..·..,····,···,·······day of ........::::::..::::..::::....:::::......:...,:::..........:........~:~~~~::~~~:....::::..::..:::.........:..........'.....'.........'.....,..~.~,.,..',~..~........: WA~~'rti~~.:~ ...............,.........................,.......................,..,....................................,",..............................Penna. (l'oIt OftlCle) I ...\vASHINGTON .County .., c f. *.f~1~'ifi f RESIDENT INHERITANCE TAX APPRAISEMENT Estate of l'lTLLIAM..G.•..DAVIEB . Deceased. Late of DE.NB..Q . Date of Death,A.l.:l.g':l:~.!JQ..,J.~.§.~ AppraisemeJ!t Docket Vol 38,. Page,:No ~}:..~.~.:.1..~.~.§ Filed in Register's Office,N.<?Y..!19...19 99 Amount of tax due $,. DEPARlMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appraisement, Appeal j,.om Appraisement,. Entered and charged,. ,.: ) /