The URL can be used to link to this page

Home My WebLink AboutOC1970-0037 - ESTATE OF BAKERRCC-134 (8-65) C1MM'O~WEALTH OF PENNSYLVANIA "DEPARTMENT OF REVENUE •~REAU OF COUNTy"COLLE~TIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:LILLIE ELLIOTT R.D.#1 Date:__:::..J=an~U~a~ry:...l·'--...:::2:..l,~1~97..!..:O~._:--_ County _.......;.:W~A.:::S~H.=:;IN:..:..G::::..:tT::...:O~N~_ 15330 County File No.-=-__..-- Bureau File No.&.3"?d -2>Z ~e have received notice that, on Dec.12 19~~you came into ownership of certain property through ~~ transfer from MARY BAKER,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.sav .'Acct e'#17271 held·i.n the PITTSBURGH NAT.IONALBANK,CANONSBURG OFFICE,CANONSBURG,PA.,in the names of MARY BAKER.'or LILLIE ELLIOT'r.Opened 9-22-58.Balance as of date of 'death"$2,453.20 appraised by the Commonwealth,as of the date of death,at $2,453.20 SO %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 $_~1~,.=;2=26~.!...::6=O~_$-------- AMOUNT OF TAX DUE 183.99 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Mar.12 19 70 you may deduct a discount of 5%of the amount of tax due,or .~ _____.9.2..Q..-_ 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 *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (Agent for the Commonwealth) 183.99 $================_.$ ASSESSED BY:_ TOTAL AMOUNT DUE APPRAISED BY:Y~'~~.4-A~~~~:::::="" (Inheritance Tax Appr INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1(wm:11/1M~ AGENT FOR THE COh'iEWNWEAlTH ' COURT HOUSE .~~H'NGTON,PENNA.J5301~/~-/3-70~~./f37f ~.4-cJ P-5E3--e (over) To insure proper credit to your account this Official Notice must accompany your payment.Mai I 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 address of the person to ~b.o",l you made payment,their official title and the amount.",'"''"\ 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 e~penditures 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 a~ended assessment of tax. THE THREE TESTS WHICH MUST 6E 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 personal representative of the decedent ,handling the administration of the general estate of the deced~nt or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requi red) 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 a~d for the above county,do respectfully repo;t that I have allowed deductions listed above in the total amount of $" Date of Approval:_ Register of Wills r .'-:'., ;Form RCC-2 , _.COMMONWEALTH OF PENNSYLVANIA DATE ..........!...~.!.1:.~.~..~.y......~}...!........~.?.?..9.............., I .DEPARTMENT OF.EV~:YE RESIDENT INHERITANCE TAX WASHINGTON BtJREAU OF COUNTY COLLECTIONS COUNTY .............................................._._.................................................. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-70-~7........................................................................_......................... Whereas,..................NA..BY....J~AJ5.~B.........................................................................................late of ..........................~.~Q.HT..x .....f..Q.Y..B...................................... in the County of ......................................~~~.~.~.~.~.~!.g.~.........................................................Commonwealth of Pennsylvania,having died on the .......................................l7..1:.h........................................day of .....................P.~.9...~.~l?.~.r.........................19.....§~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,\'1.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureInterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes ! $ JT.HELD PERS.: Jt.Say.17271 held in the PITTSBURGH NATIONA BANK,CANONSBURG OFFICE,CANONSBURG,PA.,ln the name of MARY BAKER or LILLIE ELLIOTT.Opened 9-22-58. Balance as of date of death,$2,453.20 One-half tax.b1e 1,226 60 I " I '. . ., , ,. form~;v~~~h bl:~::7h~~~..~.~,~~~~.:.~:;o~e~~~.~...~~~.~~~..~~~~~...~;;~.~~.~.~...i.~....~.~~e 1~:?;~~ ...:.........................................................······....···=....·..............··..·......····......0 ......··············................ Appraiser...................................................'5;).................................................................................................. .....Numb?d Street)/... ............................................::::::':::".........................................;-~..............~.............,Penna. (Post OlBee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~1ARY BAKER·...........................................................::. Deceased.. Late of EIGHTY FOUR Date of Death,p..~.~..~.1.:.~..L .1.:.~.§..~. Appraise/nent Docket Vol.38,. Page,................................................No.63-70-37 Filed in Register's Office,1.:::.1..1:::197..Q . Amount of tax dtle,$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,.. Wrote abo.ut Appra.isement, Appeal It-om Appraisement,. Entered and charged, :' f'.V.I; '., • ,. -'--.,---.._.--,-,~~..""""~_."""""'''''-'~''''''------'''''''-..,.....'1 COMMONWEALTH OF PE~~;~V-:;i:'''''''''.&·~-:'"'''lIj: DEPARTMENT OF REVENUE OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX Fro~:'tltLIE BLLIOTT RECEIVED ONE HUNDRED lIGHTY-THREE and 99/100 .;.......dollars .Paying on Ind.tlab,epresenting Pennsylvania Inheritance or Estate Tax due from the following estate: RCC-4 (8-68) ~A085330 ----11M..S Address R•D.fi 1·I 2 %Tax on $$I~: 153310 6%Tax on 183 ..99 ra1$------=----- $-'-------- le.Balik A .$$1,226.600C'.-------1111 $ 0/0 Tax on $.$I~ Estate Tax,Act of May 7,1927 15%Tax on JUOHTY FOUR.PlNNstLVANU MARY BADR N<;lme.of Decedent I Date of'Payment January 13.1910 I 63-70-37 ,12-12-69F.ile No,'Date of Death I 183.99 $lUI 183,99 f~$ $~i '$lUI TOTAL AMOUNT PAID TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ ~.:' ,..• ..I """~ " l. J"/ (-.II.:;:" ;. ..~" ~If.-\t..'t.... ~.." ,:'........, ~~''- \••..t~ ,~4_ ....>of ;1 N lJ ill ~[p n:n@'·ill,~t[g~.SJ~7L _/ ""'.,.Ii tt ".'NOTE:This Triplicate Receipt,to be ';etain~Jfor;audit p'urposes..)':(V'-J £./(:.--..... '.',of '.__~O ~~::.••••._~,,/Received by -2;.',,~~d ~ NOTE:In accepting the transfer inheritance·tox on future estates,prior to the death of the l,fe -r tenant or tenant for yeors,as evidenced by this receipt,it is understood that the Commonwealth sholl '"00'b."."od.d 0'"••,",.d ''Om h"..""....",",oddm,"o',"h"",""00,"''h.doo;h of ;h.~=~_-::iii ..life tenant or tenant for years whenever it appears that such additional tax may be legally due and '-...,III collectible for any reason whatsoever. County WASBINGTQ. 'J t I Remarks: ~.=.~'"===>.......'.......e ..=~~.'~.~'=_.;..,......;,.-_......_._~_,....;_~'~_.-_~~__.~__,....:.....,_"_o---".~._._.'.1 t3-7cJ ..-J7 COMMONWEALTH OF PENNSYLVANI~O;"~{:.il~f'6£jVf· DEPARTMENT OF REVENUE'.(JNryg5/'i/iJ~' . HARRISBURG ' ' ./).''L(fer, life /9 Oils4 3l'''Jj!i j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursua,t to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' , \, NAME OF REPORTINGFINANCIALINSTITUTION __p_~_.t_t_s_b.....:~_rg.:..h_·_N_a_t_i_o_na_1_·_B_a_n_k:....-_ .". ADDRESS 4 ~'Jo Pike Bt,Canonsburg,Pa.15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT savings 17271 NAMES ON ACCOUNT ----=----------- .OR INVESTMENT Mary Baker-of(Lillie Elliott • -",.~.rj DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Mary Baker----==---------------- ADDRESS __R--::o:---D_o_#_1_',--:-E_i_9h_t_y_._F_o_u_r_,_P_.a_·.•.......;...__ DATE OF DEATH Dec 12,1969 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Lillie Elliott--------------_..:- ,.ADDRESS _~_R_.--:0--:0_._#_1_,_E_i_g_h_t_Y_F_ou_r_.,_p_a_.,,--- RELATIONSHIP TO DECEDENT,-;---:N"':"";i:-:-e_c..,..e ::...-_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 9-42-58 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $2453.20----~:--:---:-----'-:------- c:..<~ Signaturj'\-sst.Vice PresTITLE ) I