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Home My WebLink AboutOC1970-0065 - ESTATE OF MYERSRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAlfoF COUNTY COl..LECTIOlls !NHERITANCE TAX DIVISION~~-- . . _Cj I -.,wfl# OFFICIA(NOTICE OF INHERITANCE TAX APPRAiSEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION -~----------- iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii=-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil=iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii.. TO:_---"'LS'I....'A....·N.woL....E.....Y--lS!ILJ.~M......YE_RUliS""',-'-'--_ 23 ACRE DRIVE WASHINGTON,PENNSYLVANIA 15301, Date:_---:~:7fa==-=r:-.::c:.:;h~'28~,-=1::..::;9..;:;.6.:..9 _ lvASHINGTONCounty _ County Fi Ie No._~-----..../":::...-- Bureau File No._0_·_3_-.;..,;;',_o_--_C-_S _ We have received notice that,~oo'Ul:t{lt~UosJOOQc..."Qc.."QL"CrX'..orX;ocQCcocccco;;.:cc,'XmQrxxx on .Jnnuary2$)69,you came into ownership of certain property'through "~Yo<~*~,~iM\l1~dtiX: ~~t~v4W~~~~~~transfer from ALBERT E~mRSON MYERS,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:.Tt.Bank Acct.#1-1784 held in the FIRST FEDERAL SAVINGS f1 LOAN ASSN.OF ltTASHINGTON,PAt ,in the names of ALBERT EMERSON HYEHS or STANLEY S.MYERS.Opened'7-2-68.Balance as of date of.death,$7,000.00 '..7,000.00ar:craised by the Commonwealth,as of the date of death,at $- 00 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMQUl'lT AMOUNT OF TAX DUE ..o If you pay.the above amount within three (3)months of the da~offiat~g>f thedec6~ent,or on or before .pr '..19 you may deduct a discount oLS%of the amount of tax due,or . o 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 th~tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid $7,.000.00--~---~ 420.00 21.00 $-------- $TOTAL AMOUNT DUE ~~d APPR AISED BY:---:'-=-)j..:..r----'~~f,......::::~:......=-:.-;-....:..••~-.-:._1"-;...."_-"7f-"!,-- (Inheritance Tax Appra'r) 420.00'$==================_ ASSESSED BY:_'_:;Z-=-'::..:-~=-..::=....:::::..e:..:.t1...:::~::.......:~~;:;:~::::.-/-=.:~:;;.;;~='!-e;~_ (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.Mai I or bring it to: ~~H·II.AM~ ~1..t~Oi~1::,vr~·!~1;,#'.I,.1'. .OQUin'HOUSEWASHliiGTON~PENMA.1530t .' 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"dct.~pai.d,name and address of the person to whom 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 expenditures meet all of the three following tests,it is recommended that you itemize the·payments below, execute the affidavi.t,and return this notice.The Register of Wills will examine the debts C1aimed.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 t_ 2-You actually paid these debts out of the account or property described above and can fur:nish 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 hand Iing 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 hA J7 nN£R.Al.#CVko»-1-0N«:..'ya.-\/(j (f("L"-.S 7 iVa..s h.Q.-=.,.."e-Tey"l'a..\(a.l1-e..0,-'">1,IIIc ~Q..la S //\4::=./cJeT:P'--d '5 UJ/...,te.~S-#-a /vi a.'-l't-e--./.J /.'::j,s ;-0. /JJCLsA.HcJsP/r..J ~~eo J e"....et ~LJ I~~/<!o.."'--'C....../k_#'-8 J r .. TOTAL $~,¥~~/' (attach separate sheet if requ ired) 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 REGISTE'R OF WILLS I,the undersigned,dl!ly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductio.~~li,sted above in the total amount of $0 Date of A'pp:ro~al:_..,..,,1\_".'_I _ Registerof·Wills Fonn RCC-2 .Jan.19 1970COMMONWEALTHOFPENNSYLVANIADATE......................................................,..................................................... DEPApTMENT OF ~VENliE RESIDENT INHERITANCE TAX 'vASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY ..........•••..••••••••••••••••••••••.........M.................................................... #-APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO........6..3...=..7..0.=.6...5........................._........................ ALBERT E}ffiRSON ~ITERS WASHINGTONWhereas,......................................................................................................................................................late of ............................................................................................................... in the County of ..................................~.y.A.§~.P~QT..9..~.............................................................Commonwealth of Pennsylvania,having died on the ....................................f.S..:t.h............................................day of ..............................J..~.p.v..~.r.y...................19...6..9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,'v.R.CHANEY an appraiser duly appointed according to law,••••••••••••••_••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••.•••••..•.••.•••••••••••••••••.•••..•.•.••.•.....••••.•••J 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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ JT.HELD PERS... Jt.Bank Acct.#L/1784 held ln the FIRST FE ERAL SAVINGS f:LOAN ASSN.\vASHINGTON PA.ln the nares of ALBERT EMERSON MYERS or STANLEY S.MYERS.Opened 7--68. Balance as of date of death,$7,000.00 Fully taxable 7,000 00 I >• ..·I ..·. ','~;.. .', '. ·. ,. .. .. ,. .. . form~~v:~hbJ:~::~~w~..~.~~/p~::.~a~o~e~~~.~...~~~...~~;.~~~;:;~.~.~...i.~:.~.~de l~nl~~~ ..............................................................&2.............._...................................."{l'................................ Appraiser ...............................................~~...................................................................................................~J(~mbl!t'~.Street)_~_ ....................~.......................~..................(.p;;t···oiti~·7 .............................,Penna. ·\'/ASHIN.G.T'ON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................................AI.::B.~.R':r....~.N~.R.$.9..N .....NX~.~.§........ Deceased. Late of 'vASHINGTON Date of Death,J.a.·n·28..,.l.9.6·9 ··..· Appraisemel!t Docket Vol.,J.B.,. P AT 63~70-6Sage,nO. Filed in Register's 0 fJi.ce,~.:..1.:.~.:19 ?.9 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,,.. 'Wrote abo.Ht Appra.isement, Appeal j,.om Appraisement,. Entered and charged,. • /1 .\'- ~: ! ~~~~~~~~~~~~~~~~~~JI RCC,4(B,6B)COMMONWEALTH OF PENNSYLVANIA I DEPARTMENT OF REVENUE NO,AD 85356"OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX representing Pennsylvania Inheritance or Estate Tax due from ,the following estate:From:.STANUY S.MYBRS.. TlUt8I HONDRlJ)fUIRTY-TRRU and 20/100 -.......-......RECEVED----,-~=_:t=c=_~"'=_=t_---------------'-----dollarsPayingonInd.. Liab. 2%Tax on $Add 23 ACRE DRIVEress -l ~ASHINGTON.PENNsYLVANIA 15301 Jt.Bank Acc~-.------~..1 5.553.43 333.206%Tax on $$1111 F'I N ,63..10-65 1·28.69Ieo,Date of Death -l 15%Tax on $$---------lIJI $-'---------Irll January 19,1910Dat~of Payment -~-------------_l ALBBRT EMBRSON NYlRSNameofDecedent----------------1 %Tax on $$---------m Estate Tax,Act of May 7,1927 WASHINGTONCOl!nty._'-~-~-~-----.,----------__i Remarks: '.1/. 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 _ 333,20 $--------11'41 $-----~--Iltl $---''----------,1111 ",,"V rnn ~'[L ~@B11rrn::S E,'A:L :..TOTAL AMOUNT PAID $S33.20...~..,,.NOTE,'Th'i~Tripiicat~ReCeipt.t!>.b:"r~tai,!'~d_?qra:~itP.ua&:':.._,/(--'i(.i _(~')~:i!'/YJ ._ .,.~.-i Received by '--,~c...~/~NOT~:In accepting the tra,n~f.e,r i~he'ritance't?~~';n f"ture estate;'prior to the death of the life . -I (Sig~ature)" •tenant'or tenant for years,as evidenced by thiS receipt,it isunder,staad that the Commonwealth shall'"II J'J /, nat be precluded or prev,ented tram hereafter assessing,a~d)lianalinheritance tax at the death of thll--_)!\-"-.!U 0 .'M l l life tenant ,or tenant for years when.ever it-appeots thdt such additional tax may be legally due and (Title collectible for any reason whatsoever," ....-.......~..._..._..._.._._.......-_....._,,;,:_..~.~_~__-_-:.'~r__:___"•._>•._l__....~-==-e_..........-_..-.._....-.. ','". •...-1 .I.......•. RCC-43 (5-65) J NOTE:TO BE SUBMITTED IN TRIPLICATE ,',.:-',".,"''","',','f Pennsylvania Department of Revenue' Bureau of County Collections 26 S.4.h Street Harri soorg,PennsyIvan ia 3./12/69 ,Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION First _Fed~r~,,Sq.~s.an~,Lo~,Associ?'tion of WashingtOllpl'a.. ,',~~ADDRESS 7~7'-'-So'-u_t_h_Ma.in.......·.....";;,;..,..;.;.S...;.t~re.....e.....tL;'...;.W:..::as:;:;h=i:::.n,gt:s!.::.;;o:;.::n:.LJ....:P~I1~;~1::.c:.53s:.:0~1=-_ \'>ACCOUNT NO.OF JOINT,~/TRUSTOR INVESTMENT DEPOSIT __..,..I..;.;.I_1_784_,_:_--'-_..._---- ,,,)-'\-,,~~~~~~~~~~~UNT l\J;bert'~rs(m ~rs, TITLESignature "DECEASEDJOINTDEPOSITO_R_'~~~~~~~~~~~~~~~_~~~,Q~ TRUSTEE OR INVESTOR ,Usi;i)i"'t;Emerscm P"rs "d1j1or 0 ADDRESS '~.)oi LoC1Jst A-v0e~'.WS''Sh1y\!tto"n 'Pra', ttl',..-~»•• DATE OF DEATH 1128/69 ./' SURVIVING DEPOSITOR,-v '........'c;:;1J BENEFICIARY OR INVESTOR Stanley S.'Kvers'/' ......u "" ,ADORE SS _.,...-~_..,..,,:::2J:;...,...;.;.A..:.:cre:.:.:,~D:;.:::r:..::i.:..:.v;::.;e.:;A.,!.;....~.:;;las=:::.:h=iM~,~t:.::::on:.:.:ta.:.P..2a:!.....- RELATIONSHIP TO DECEDENT_------??-'__.------",-_ DATE ~it~~i~~~I~~~~S_T __M_E_NT 1_/2_/_J.9._6~S_.---~_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH$--~d-;,;l.!:I",,;:lJJ~~Cl,,+.elQ.---'_Qh'U@V~\~....~~--:> '7 60(j;~._d,;l5/?>r ~ Q.tfJ.-~,',.'J-(J i~1"~",' \