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Home My WebLink AboutOC1970-0066 - ESTATE OF KURTZ,.~\1 RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA \DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS _.'JNHE~ITANCE TAX DIVISION"._.,., OFFICIAL NOTICE OF INHERITANCE TAX 7:-APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:MICHAEL R.KURTZ MARIANNA,PENNSYLVANIA 15345 Date:-'-----..T4;~l.-In,H'-*EUi;l,.Jrf.:.J)I'-T--.2f".,r,-:l:l:-9":J-+-7y.O--- County '_vA_S_H_I_N_G_T_O_N _ County File No._ Bureau File No._t_3_-_7_U_,_-_i'_?_,_ ,We have received notice that,a.~~~uaKl[fXtEiJdA«t1fi)plxxxxxXXXXXXJ,XXXXXXXXXXXX..v.XXXXXXXXXXX on Oc t.17 ,19---.22 you came into ownership of certain property through ~KtXcl'&"UJM(*.l1£Mn~'tWUmx ."~~/'3Yli~CJIn'idi~~~w;d~i>.!xt\U~~~i~f1XX transfer from BERNADETTE E.KURTZ,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 inheritanc~tal(du~is imposed upon you,as transferee. t. The property on which tax i's hereby asS.ess·ed consists of:....J t.Bank Acct.#2995 bel din the FIRST NATIONAL BANK &TRUST CO.OF WASHINGTON,WASHINGTON OFFICE WASHINGTON,p PA.,in the names of MICHAEL R.or BERNADETTE E.KURTZ.Opened 2-J-68 Bal- ance as of date of death,$553.00 appraised by the Commonwealth,as of the date of death,at $5_5_3_._0_0 _ 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_ {Agent for the Commonwealth} 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 D This ta'x 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 unti I paid . TOTAL AMOUNT DUE APPRAISED BY:....:::A~~'1L,A~-::l.4~~~~- $ $__=5=53>L.Jl...>'Q~Q,,---- 33 J 8 33.18 $-------- $-==========.-=-=_. 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 represeM'tativ~of the decedent for forwarding to the Commonwealth,list below the date paid,name end 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 ...---',C'.. Under certain c!rcumstances,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 followi",g 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 we~e 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 requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY O~_ 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 and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $0 Date of Approval:_ Register of Wills i Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .........~.~.~...~........!..~..L .....~.~..?..9............................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON .COUNTY ..............................................__.................................................1B~EAyAW COUNTY COLLECTIONS!,.:Jwo HARRISBURG.PENNA.17127 APPRAISEMENT nLE NO.63-70-:-66........................................................................_....................... Whereas,...........................~.~.~.~AP.~.TT~.....~...~....}~.Y..~.T~..........................................late of .....................NA.~.!A.~;NA ........................................................ in the County of .....................................~y..A..§.~.~.N9.T9.:tf ..........................................................Commonwealth of Pennsylvania,having died on the ..................................J.!.:t:.:D.............................................day of .....................Q.!:..:t..Q.p..~.r..............................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 appraiser duly appointed according to law,._....................................................................................................................................,an 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ JT.HELD PERS .. JT.BANK ACCT.#2955 held In the FIRST NAT]ONAl BANK &'THUST CO.'''A SHTNG'T'ON PA \IlASHTNr.'T'ON Otiti TvA .~IuTl\Tr..'T'('"II:ti PA.l In the names of HICHAEL R.or BERNADETTE E.KURTZ. Opened 2-1-68.Balance as of date of death $553.00 FULLY TAXABLE 553 00 I ..,, ,.. ,-. fonn~~~~hbl:~::~:.w~~cc;.~~l~~:~.~o~e~~~~~~~~~o...e~p~;;2~~:;;~el~~~: Appraiser .........................................................................................................~................................................(lfumb~d Street),,~ .~............................................................~......····.·......_···..V····.·····...·.·..·.......·..·..·..Penna. I (Post Ofllee) ..............................................WASHJN.G..TQN..COU'llty RESIDENT INHERITANCE TAX APPRAISEMEN.T Estate of BERNADETTE E.KURTZ Deceased. Late of MARIANNA....................................,. Date of Death,~.~.~....9..<::.~..~......~.?..L ...~969 Appraisem~l!t Docket Vol.,. Page,No.63-70-66................................................ Filed in Register's Office,J ..':-::19..:::-19 7.0 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, .Examined an'd Approved,:. Wrote'abo.ut Appraisement, Appeal fl'om.Appraisement,.. Entered and charged,. ,. -: " c'I' !~ •,. I :" RCC-43-RI j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau ot County Collections .Finance Building Harrisburg,Penns'ylvania Dear Sir:. Pursuant to Section 742,Pennsylvania Inheritance and Estate,Tax Act of 1961,we herewith submit the following report::r ........ ., ,1. .'.... ..~. REPORTING . FINANCIAL INSTITUTIONS First National Bank aBd'Tru~tCO:!,ot \iasl11ng;t.<>nj:Pal! ADDRESS ,,200 t'lest·Beau'street ..Washington,fa.1$301 . ACCOURT NO.OF 'JOINT OR TRUST DEPOSIT OR INVESTMENT'.#2955.~:.;.....;;...;:;.;.:;."---------------NAMES,ON ACCOUNT"r- OR INVESTMENT __M_iC_M_e_l_R.__...:...or_·._Be_mad_.;....._e...,t_te.........E............K_.u.....r;,...t..:..:$_.'_._.~/::....-..__'._'~'__'.....:.._;....;.-~..~p DECEASED JOINT DEPOSITOR,".~.''.. TRUSTEE OR INVESTOR Bernadette E.;Ku·rtz ".,V .IDDRES~iaf:i.atlns..t Pennaylvan~;JS.34S DATE OF DEATH'.October 17:;1969 SURVIVING DEPOSITOR,,..'". BENEFICIARY OR INVESTOR~.~tic~ha~e:.:l~R~.",,""K~.•.ur~·::.,!t!!:lz;....::.,.·--'-~.-:-:i:'.' ADDRESS ~~ia.npa".1 ~lvan2:..a:t:<......_~'--..:.-----..,-...----~--"l ...-- .RELATIONSHIP ~ODECEDENT'~~11=o:.::th::'e~1'~.,...._.-:--_ DATE DEPOSIT OR INVESTMENT j / .WAS ESTABLISHED .'~eb;ru~ry'l,19~~t/ BA.LANCE AT·DATE OF DEATH $.2:5S~3~·.~O~O_:-:...'_':..----.:..._"':""""':"~-::--...__ "i, 10 It" ~\ ~.." j. I COMMONWEALTH OF PENNSYLVANIA ...,.DEPARTMENT OF REVENUE "NO.A085349 OFF"ICIAL RECEIPT •PENNSYLVANiA INHERITANCE AND ESTATE TAX RECEIVED~~~T=H=X~Rf~Y~-~T~~~=",~~~a~n~d~~1=8~~~O~O~"_-~-~-~~_-__-~.~-~._-_"_-_'_-~-~dolla~~"Paying on Ind 41 representing Pennsylvania Inheritance or ~ F MICHAEL R.KURTZ Liab.Est~te Tax due from the following estate:,rom:_-==-=~===-""::':"::'-"::':':":':=-=-==---""-";=:==-=--=--'I"'I Address MA.UNMA 2%Tax on $$ Jt.Bartk Acct. PENNSYLVANIA 15345 6%Tax on $533.00 $33.18 File No.63..70.66 Dote of Death 10-17-69 15%Tax on $$ Dote of Payment __J_a_nu_'a_r'f_'_1_9...;.._1_9_'_0 ----l Nome of Decedent __B_BRN__AD__E_T_TE,_I__._K_U_R_T_Z_---l %Tax on $_ Estate Tax,Act of May 7,1927 $--------'1mI $-'-------- ....~ $----------1 $----------11 33.18$,-------- 33.18,$,================11':TOTAL AMOUNT PAID TOTAL TAX CREDIT Less five percentum of tax if paid within th~ee months after dote of death Plus interest at the rate of __%from ~- to _ \.,., "V 00 ~[P[LD ~~ill~i?rn 4 "'5 E k':).~...... NOTE:,This"TrlpliC<!te Ree..ipt,,,~e';etaine~I~;audi'pur8'&~..,6'~'I r) :.':".'....'..'l~'~.:J·,l Jl ":...".j,,',#,~,......Received by ....:::=-'~~~~:::::!>..~__+~~~~~L-~ NOTE:"In ~ccepting "e tra~sfer inheritance "t'!x at.fut~re estates,prior to the death of the life tenant or tenant for years.as eVideiiced{b,/thiS rec~i'pt:it is und.erstaad that the Commonwealth shall (, not be precluded or prev3nted .from hereaftedassessing additional inheritance tax at the death of the_\.~L)~~!r!L'~~~~-4L;L-~~:!:-C~>&:::::__~_~11 life tenant or tenant for ~ecirs 'N""enever it appears tho!..su'ch additional tox may be legally due and I' collectible for any reason Wlotsaever.",~. Remarks: WASHINGTON County ----------------------l