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Home My WebLink AboutOC1969-1315 - ESTATE OF WILLIAMSR£'-C~ 134 (!I~ 65) COMMONWEALTH OF.~PENNSl._LVANIA -· ·· DEPARTMENT -oF\REV'.,'NUE BUREAU. OF COUNTY,tOLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT kND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION j TO: ---:-RE::-:T~T:-'-A=MA=-=E-:::W=-I--::L~L=IA=M=S::----::~- 4208 INLAND AVENUE .. Date: __ N_o_v_;e __ m-'-b_e---r_· _28..;;....L.., .....:1;;;:;.;9;;_6;;....;9;;_· __ _ County WASHINGTON ---~ST MIFFLIN, PA. 15122 1o-County File No. __ ...;;;;.o/_.P _____ _ Bureau File No. t-.6-/f-/d/..5- We have res;eived notice that, D'IWJUXUrmmxxxxxuxxxxxxxxxxxxxxxxxxxxxxxxxxxx on Mat~ 19 6~ou came into ownership of certain property through rYJIXIJiii!IUIW'XtJI.JiXX I&XIIliiJ IX ~~~~~ 14XX transfer from EVA YARNALL WILLIIMS, 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 ass.essed consists of: Jt. Sav. Bonds 22-$50.00 Bonds purchased at various dates from Nov. 53 to May, 1955 and 1·$100.00 pur. 5·48 Total value as of date of death, $1.,496.~8 Held in the names of EVA YARNALL WILLIAMS or RETTA MAE WILLIAMS. appraised by the Commonwealth, as of the date of death, at$ 1,496.98 SO %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 19 you may deduct a discount of 5% of the amount of tax due, or 0 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 ORIGINAL ASSESSMENT 748.49 $------------ 44.91 44.91 AMENDED ASSESSMENT $----------------- TOTAL AMOUNT DUE $ $ ===;;===========- ASSESSED BY:_-----~.~~~~· c..~e.4.e.~:::e:.-,c4~· l..~4:::!!-"=:!· c.:::!~::::r.....J::::!!.,__ {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) 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 ~f the e decedent for forwarding to the Commonwealth, list below the date paid, name and addres~ of the_ person to whom you made payment, their official title and the amount. .ff-_i ' -:;.. • - 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, administrotor 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) 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 deductions listed above in the total amount of $ --------o Date of Approval: ______________ _ Registe,r of Wi lis .. Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .. N.o.v. ..•....... 2.8 .. , ....... 1.9..6.9. ........................ ·········· -DEPARTMENT OF.'REVb'UE RESIDENT INHERITANCE TAX ,., BUREAU OF COUNTY COLLECTIONS COUNTY \f.A..-?..H.IN.QT..9.N ............................. ················ HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. .. .. .§.}:: .. §..9..::::.1..~J .. ?. ........................................... Whereas, EVA YARNALL \viLLIAHS CALIFOHNIA ...................................................................................................................................................... late of ............................................................................................................... in the County of .................. !~~.?..~!..~~.~.?..~ ............................................................................ Commonwealth of Pennsylvania, having died on the .................................. 6..t . .b. ................................................. day of .............. W:i:.Y ................................................... 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 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. Appraisement Unit Description of Aaaet Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS. : Jt. Series E Bonds, 22-$50.00 pur. at various dates from Nov. 53 to Hay, 1955 and 1-$100.00 pur. s-~ 8. Total Value as of date of death, $1,496.98. Held in the names of EVA YARNALL WILLIAMS or RETTA MAE \VILLIA~ s. One-half taxable 748 . " r Having been duly sworn accor~ng to law, I do hereby certify that the above appraisement is made in c~ forrnity with law on this ................ ?..~.~ ................................... day of ...... ::::::::::::::::::::·.:·.:::::::::::~~:~~·.·.···.····:·.·.:::·.· ... ~.~.<.·.:::·.·.· . .' ~Om~ .................................................................................................................. ,,. . ................... (Number and Street) ......................... J1.AS.HIN.G.TON ................................................................... , Penna. (Post OfBee I 49 ' \vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .EVA ... YARNAL.L ... XiTLLIA.:MS ..................... . Deceased. Late of C.AJ.:..lf.O.RNJA ....................................................... .. Date of Death, ...... N9,.Y. .... 6 .. ~ ..... 1.96 . .9. ........................... .. Appraisemel!t Docket Vol., 38 Page, No. .. ....... 6.3-6-9--·l-31-5 Filed in Register's Office, .. No.v ........ z.g., ..... J9 ..... 6·9 Amount of tax due, $ ................................................................... .. ~ DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, .. Appeal f1'om Appraisement, i Entered and charged,