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Home My WebLink AboutOC1969-1358 - ESTATE OF PATTERSON•' RCC-121 (2-72) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 September 8, 1975 R. DAVID PATTERSON R.D. # 6 Rober.t R. Patterson November 16, 1969 1vASHINGTON, PENNSYLVANIA 15301 63-69-1358 TAX DUE INTEREST -BALANCE 38-30-5 Dear According to our records, the following taxes are delinquent on the above estate: Nature of Tax Amount Delinquent Inheritance Tax $66.77 Plus Interest at 6% From 2-16-71 to !0-8-75 $18.61 Unless payment of all tax and interest due is made to the Register of Wills of Washington County within thirty (30) days from date of this letter, this Department shall take legal action to effect collection without any further notice to you. $66.77 18.61 85.38 Very truly yours, MAKE CHECK PAYABLE TO: , Chief Appraiser Jiii.~CXOOIX~~P~X.Xf{~PXX / ::k 9-:re._ RUSSELL ~1ARINO~ AGENT Address Reply to: TNHW.RT'l'ANCE TA.Y D1VTSION 24.4 Washinllton Trust Build.in,q- Washington. Pennsylvania 15301 For: Peter J. McHale, Director ~ ~ 1 • Bureau of County Collections Jt. Held Tax @ 6% $1,112.87 66.77 RC~-134 (8-65) ,. COMMONWEALTH OF PENNSYL~ANIA !. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: __ R...;_._·. ~DA-=-:-V;_;,;;l~D...;_P:....;.A.:..:_T_;:.T=ER;:_:;;S:....;.O~N.~: I_:_'• ,_. - R. D.:# 6 WASHINGTON,· PENNSYLVANIA · 15301 ---- Date: ----=D~e=..::c;...::em:;=.:b:.=:::e=-r_;S:...L., -l:l:..:9:::..::6:..!::9:....__ WASHINOTON County-------------- County File No·---------~ Bureau File No. __ t_~~-~-~+1[_-_/.;?._:J_..-._-;1_ We have received notice that, -V..XXXX:XXXXXXXXXX:XXX:tJ'OXJCXX.XX on Nov. 16 19ft, you came into ownership of certain property through · · . . transfer from ROBERT R. ~ATTERSON, 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 • -Checking Aect • #464-9430 held. in tht MEJJ.ON NATIONAL BANK, WASHINGTON· OFFICE, WASHINGTON• PA. • in the IPIIII!d!tx•fx name s of ROBERT R. PATTERSON or R. DAVID PATTERSON. Opened 2-5~68. · B~1an~~ as·ot date ~f death, $1,112.87 appraised by the Commonwealth, as of the date of death, at$ ·lt112.87 100 %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 0 If you pay the above amount within three (3) months of the date of de at~ of the decedent, or on or before Feb, 16 19 71 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 inte~est 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 $ ----=1~,~1=1=-2 :....::• 8:....::7_ 66.7? ·. 3 'lA - - - - - -_; ~ ~-L-- AMENDED ASSESSMENT $--------------- TOTAL AMOUNT DUE '$ 66.77 $ ASSESSED BY :_.J_SiZ~='1:-~N~=~~~:::~:u.,..c_e)__;·=· ::::::_=_·· (Agent for the Commonwealth) 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: 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 .,?ddres;; 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 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, 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 N JiiiJlEt of Payee Description of Obligation Amount Paid j.t-IS-'f ..:Jh. ;t! ~4..-& 7'~ '<---/~.)2 ~ /¥ ., SL..- TOTAL $ /~.57~ (attach separate sheet if required) SS: I, ~ hereby certi~e~ i~ue 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. . .. A:WORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF '~:JRL 19_. (J))F~~ 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: _____________ _ Register of Wills r Form RCC-2 December 16, COMMONWEALTH OF PENNSYLVANIA DATE 1969 ............................................................................................................. ... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ...... JV.ASHIN.G.T.O.N ................. .................. BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO •................ §.} .. :..§ .. ~.::::J..}:?. .. § ........... ··················· Whereas, ROBERT E. PATTERSON WASHINGTON ...................................................................................................................................................... late of ............................................................................................................... in the County of .............................. JY.A.S.HIN.G.T.ON ............................................................... Commonwealth of Pennsylvania, having died on the ............................. .l..6.t.h ................................................. day of ................... .N9.Y.~Jn.b..~.r ......................... 19 ..... 6 .. 9, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................... J1.. •...... R ........ C.HA.NEY .......................................................... , 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS. : Jt. Checking Acct. #464-9430 held in the ~fELL ON NATIONAL BANK, \vASHINGTON OFFICE, WASHINGTON_,_ I PA. ' in the names of ROBERT R. PATTERSON or R. DAVID PATTERSON. Opened 2-5-68. Balance as of date of death, $1,112.87 Fully taxable 1.112 87 I Gross $1,112.87 D f.r-D 1,257.00 Clear NIL ESTATE INSOLVENT ., - Having been duly sw~~c<Jfding to law, I do hereby certify that the above appraisement is made in con- formity with law on this ................... Y.. .................................... day of ......................................... P..~.~ .. ~.~~ .. ~.r.............................. ...................... ...... .......... 19 ...... §9. . ...................................................................................................................... ············································ Appraiser .................................................................................................................................................................... ( If umber and Street) .......................................... TV.ASHINGT.Q.N .................... ............................... , Penna . (Post Otllee) \vASHINGTON County ESTATE INSOLVENT RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................................... ROHE.RT ... .R •...... PA.TT.E.RS.O.N ....... . Deceased. Late of WASHINGTON Date of Death, ................................. N.9.Y~.mh.~r. ..... +.§ .. ,.. 196 9 Appraisemel!t Docket Vol., 38 Page, J..."-..:.4:.. .................. No. 63-69-1358 (' 4 Filed in Register's Office, ... .J?~ .. C:: ... ~ ... } .. ?. .. L.19 ...... §9 ' ,. Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .. r ... · COMMONW~AL TMR@F;r.~~,N~SYLVANIA DEPMF5~N~lii_~~~~VENUE . ff"RRIS~lJRGCTton $ Nou 20 9 27 filM ~69 . , \ ,·t' -,,]' NOTE: TO BE SUBMITTED IN TRIPLICATE ·f0ft2 -~IISSS '. Pennsylvania Department of Revenue Bureau of County Collections' .· · · 26 S. 4th Street : ·' Harrisburg, P~~nsylvania Dear Sir: Puq;uant ~oSec,tion 7 42, Pennsylvania Inheritance and. Estate T ~x Act oH 961, we herewith submit the .following report: . . . , . . NAME OF REPORTING . · FINANCIAL IN_STITUTION Mellon N.a~:f.oaal Bauk ad Ttuat Comp!UJ. ADDRESS 40 Soutk lid• :Street, W•lhtnaton,. tenuyb'.d• 1$301 ACCOUNT NO. OF JOINT, . . · . . . ....... : . TRUST OR INVESTMENT DEPOSIT Aetk1&!.8 A1eount I464•9UQ . · NAMES ON ACCOUNT OR INVESTMENT· lc)~eft a. fattQ".$JO ol' 1\ •. llav14. tatter•on . "· t, " r ,I DECEASED JOINT DEPOSITOR,. . . . . . I'. ' I TRUSTEE OR INVESTOR __ ___;:;;llob:::.:.:e=-rt=-' · =B.:.:..• ..:.P.::.a.::.:tte=· . :::.:re~o::::~a~------- ADDRESS~~'i_._a._._D...;...•~f.;;;_6•~·_;_W~P~.h~h~I~~~D2·,~·~·eo~'M=•~r~lv~m==tt~l$~3~0~1 ________ ~~ DATE OF DEATH November 16 • 1969 ~ SURVIVING DEPOSITOR, . BENEFICIARY OR INVESTOR _ ___;_a.;;.. • ...;:.D...;:.-.v.:..::#.:.;:;d....:P:..;:a::.::;t.::.te:;;::t:.;::.I.::;.::Oa::;,.. -------- ADDRESS ____ l_._»_._I6_.~,_;_W_;_a_lh_;_p_;_···.::l_;_~_;_· ~•_;_P...;:.e~~~··L··.:;.tv~•~u~a~l$~3~0~1 _____ __ RELATIONSHIP TO DECEDENT __ ..::..;So;;.;:;n:;___ ___________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ___ ___;.P_eb...;_· tuary_;_· . ~· _1.;:..!,:..,_,;;,.::196~ . .;;;_8 -------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ __ ____;1;;;..,:•=11=i=.8=7'------------- / v---/ 'j)-/t-70 \; ) ., r•---w---,-w.,._ :._, 4 ·• a.c:xes=·-w .. Q u ---·---~-): RCC·4 (6-74) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO. E 4 97 7 7 OFFI~ItL REC~IPT • PENNSYLVANIA INHERITANCE AND ES~~TE TAX RECEIVED representing Pennsylvania Inheritance or From: _:.:R:.:•__:»::A:_:V:_:ID::::__P.:.:~=Tf.::...::=BRB:..:::::....:Q:..:N.:__•____:P:....:a~ying!!...=::::5!~0n=-...:;I;:::n:.:d::..:•:.._:L=.ia==\f.s.=....:._ta_te_To_x_d_u_e _fr_o_m_t_he_fo_ll_ow_i_ng_es_to_t_e: ______ 1l!!l Address_.::.:R:..:.•..=»....:.•----:!#__::6:_· -------------1 2% Tax on $ _________ $'-. ---------1~1 WASHINGTON PENNSYLVANIA 15301 6% Tax on $ l,U2.87 $. __ ..=:6-=-6•:::_1:...:7:...__ __ 11!1 15% Tax on $. ________ _ $ ________________ ,11 File No. 63•69•1358 Date of Death 11•16-69 Date of Payment __ ___;Oc-=-..:t.....:.o.....:.b....::e..:.r__::2..L-;.:.:1..:..·9..:..?5...:.____--l o/o Tax on $ _________ $ __________ _ Name of Decedent _ _;R_;O--BE_RT~_R.....:.._• _P._;tl_TT...:.___ERS...:.____O_N_---1 Estate Tax, Act of May 7, 1927 County ____ W._l.--S_HlNG_· _T_O_N ______ --1 TOTAL TAX CREDIT Remarks: )fJR/ .J, ft. _ ... -....... .... .,.. .......... Less five percentum of tax if paid within three months after date of death '., Plus interest at the rate of ,~~. m i% from 2-16-71 . ·~ · to Date I I t :.-1 ·~ ,, \_ ~ IJOO ~ [p~J ~ill Drn: . \E ~:t' y '; I~IAL AMOUNT~ NOTE: This Triplicate Receipt to be r~tained ~~~ audi!J'e'&~$ , , , 1 · /, $ ______________ __ $ __ ...::..6.=..6 .:_• 7:....:7 __ ·$ _______ _ $ __ _..1~8UL • .31!.61110.· __ 85.38 ~ .... ~ I .. .• • ', , Received by --L-f-~:---=--=-=-;~~........L-:.-~~..-==~:....!::....---111 NOTE: In accepting the transfer i~h~ritan.ce tax on .Jut~re esicites, prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that" the Commonwealth shall not be precluded or prevented from hereafter assessing additional inherita'nce tax at the death of the-L~::::;~~~~~~{;::.~~~~df:::¢~4;._1U life tenant or tenant lor years whenever it appears. [hot such additional tax may be legally due and collectible lor any reason whatsoever. · · •• I '--·----------------------------------------~----~---~----------~-c