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Home My WebLink AboutOC1970-0086 - ESTATE OF WETMOREFonn RCC-2 ...............~.~.~~~.:.y........~.?..'.........!.?..?..~.COMMONWEALTH OF PENNSYLVANIA DATE ......DEPARTMENT OF REVENUE..RESID...ENT INHERITANCE TAX COUNTY ............WA.SHING.T..ON..................................BUREAU OF COUNTY COLLECTIONS ~ FILE NO..............~..~.:..??.:.~..~.............................................HARRISBURG.PENNA.17127 APPRAISEMENT Whereas............MARG,ARE.T.....WE.TMQ.RE......................................................................late of ...........................................WASHIN.G.T.ON........................ in the County of .............................WA.§HINQ.T.9.N.................................................................Commonwealth of Pennsylvania.having died on the ....................................??.~.~............................................day of .........9..~.~.~.l?..~F........................................19...§.~.•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 aftertheexpira.tion of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoaes $ JT.HELD PERS.: xuunxxx JT.BANK ACCT.#4413 held in the GALLATIN NATIONA BANK.UNIONTOWN OFFICE.UNIONTOWN.PA ..in the names of MARY LOU WETMORE (DEHASS)MARGARET w1':.-f)..1or.MllKfl. 12-29-37.Balance as of date of death.$4.032.98 One-half taxable 2.016 49 r , form~~v:fh~~~:~h~w~:i~~~~'~:;o~~~~=~~:'=b~~7~n: raIser .........................................~................................~...................... (mber ~tr••t) ..................................................·..·....(Poat··oiii;;V......·~:..·..·~......I..Penna. - I .H •••••••••••••••WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......MARGARET WETMO'RE . •Deceased. Late of WA.S.H.:i:.NG.'f..QN . Oct.27,1969 Date of Death, Appraisemel!t Docket Vol.,38 _ . Page,No...?~..:.?.~.~..~.?. 70FiledinRegister's OfJice,~.:..~.?.:j Anwunt of tax due,$_. DEPARTMENT OF REVENUE , Received, Examined and Approved,. Wrote abo.ut Appra-isement,HHHHH.HHHHH HH HH.. Appeal jYom Appraisement,.HH.H.....H ..HH .........H ...H ......H Entered and charged,HH••HHHH..HH.H H ..H HH .. , COMMONWEAL~H OF PENNSYLVAN IA ,DEP~RTMENT OF REVENUE HARRISBURG ) / NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania 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 Gallatin Na.tional &nk Uni',ntcmn Office ADDRESS 2 ~1est lfain street UniQntou..,PenllEWlvaniA ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT.....441~"id::31fJ------------- NAMES ON ACCOUNT OR INVESTMENT f.Jary Lou Wetmore or Margaret WetmorEh mother DECEASED JOINT DEPOSITOR,~ TRUSTEE OR INVESTOR _.....?:=.I~~r~ga~,.:.:.:;;"":...\,It--:"l;;;:;k>~t~!"'o\"l,ir~e:.-...J:::~:"-__·_ DATE OF DEATH OotQber ;(/,~969 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR "-'M:I.i,;1';.a.rv-dt....I....o~T'....H""I;s~t,.:i.lll"loiololr~$l--_ ADDRESS --;:.,54=-W=i=1mo=n=t..........Av.""'en=u""'e....r.::Alfa....a....hi....n~e....tQ....n...."~Pe_n.....n;,.uSJ",...1....v....8""'"!"...e _ RELATIONSH IP TO DECEDENT_DA_l1..Z,aht.w;.e...r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED December 29,1937 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-6:4;if#0370~:_.~•.y198!r-------------- /-:2 7-70 ~~-h/&.LSignatureTITLE OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEM-lNTA'RD ASSESSMENT OF AS5.ETS NOT SUBJECT TO ADMINISTRATION ~-------_._-_._----------------------------- RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU~AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__Mf,_·~~__i{Y_L_O_U_WE--,-T_M_O_RE _ 24 WILMONt AVENUE WASHINGTON,PENNSYLVANIA 15301---_. ..~ Date:..:.;N=o~v..=:e:::lmb=:.e.:.;:"=:...··.......:1~O~tJ---,..:!l:..l:09:..::6~9~ County WA_SH_I_N_G_T_O_N_~_ County File No.__.........-..,...._- Bureau FiIe No._---=t;..;;-'-5~_0__:;;..t::J__!:~j?C~_._.""'--- ~e have received notice that on Oct.27 19-.!~you came into ownership of certain property throug ....~.'.' .~transfer from MARGARET WETMORE,Deceased" Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt"Bank Acct.{l44]3 he)din the _GALLATI~NATIONAL BANK.UNIONTOWN OFFICE,UNIONTOWN,PA.,in the names of MARY LOU \-mTMORE or )fARGARET \iE1JMORB.Opened 12..29·37...Balance as of date of death.$=4~.O=3lt.:2~,,-=:!:9=8_·.:....-_~__,--,--_ apsraised by the Commonwealth,as of the date of death,at $4,032"98 __0_%of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Jan.27 19 70 you may deduct a discount of 5%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 $__2...:.."O..:.:1::..:6...:..,,4...:..9~_ 120.99 ____-6...05.--- AMENDED ASSESSMENT c2o/C..fL7 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid $TOTAL AMOUNT DUE APPR AI SED BY:_...,c£..----'4--~~~~:::....-- 120.99 $~dt ASSESSED BY:_~~~~~:::!:I'.~~:£:'::::~.~.!....-.L~~£ttt-:%..t..:::::~:::::.-<-eJ::....:.::=::;'_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable~ '---l'://~;<f --7°<:J:)~k~;2 ~.o?11~/1M{7d-~CJ?J3f3 ~/~.. {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 of the decedent for forwarding to the Commonwealth,list below the date paid,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 T-itle 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 Name of Payee Description of Obligation Amount Paid }J__~~.hu....,.,£~/£!J.:t 3- //-_/I ()~~/..?-o -v '")f -L..1_-"~':1/......ff .Jl.._/GS~t7'-= ,. ~l fJ 9.;1 -.5 u/( /,i'/714-e'-O 2 ,,-~/////6 LL.-.I Z L--R.AL u ~~",../'"~-rS;~ IJ (J .---;:::::'""" TOTAL $/£6~~s (attach separate sheet If required) 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 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 --"~---'---'---'---'-'----"---,-_._-._._,._>_._---~ $ $$-J-=-t-.-:::B::-a-nk.....----~A-c-ct-s .-------11..1 352.14 $21_*_1_3--11116%Tax on 2%Tax on 1530 anel WASHINGTON ,PENNSYLVANIA Address_24__WI_L_M_O_N'l'_A_'_I_N_Ul ---l 07/100 dollars Paying on Incl .representing Pennsylvania Inheritance or Estate Tax due from the following estate:From:-J!IAJU-'dlIlL.-.ILo........JIlIiI:m~i:J--------__,_-.k.JLA.u..------------=-------- RECEIVED RCC·4 (8·68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO.AU 8G383OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX FiIe No._6~3l.:-:...J7uOw.;-=.8s.u.l6,--_Dateof Death 10-27-69 15%Tax on $---------$---------IIJI $--------,Ifli Dote of Payment __J_a_n_u_a_ry~_2...:...1..L,_1_9...:...1_0 -1 Nome of Decedent _...:...MA_R_O_ARB__T_W_t'l_T_lfO_RK ---l %Tax on $$---------llsll Estate Tax,Act of May 7,1927 $__-=1...:....0=-..;6:::...-__I,t, 21.13$---------IUITOTALTAXCREDIT Less five percentum of tax if paid within th ree months after dote of death Plus interest at the rate of __%from _ to _$---f\ lrOO ~[p [L~@illlr ~SEA L TOTAL AMOUNT PAID $======2===O===.O===7==~ NOT.Th;"ri,U~.....,;"........;~..10,...,..aa..."7-9 n ~-,if . .1\ .Received by 0 \\0.1),4<)£./~/~.....·vO NOTE:,In accepting the,transfer inheritance tax on future estates,prior to the death of the lifEv~:(Signature).,1 tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ......J .,..f.-l'I.I ;)11 . not be precluded or prevented from hereafter assessing additional inheritance tax at the death of thJ,--")..:::Pf~.J..dt..!<:UJO!..f/4} life tenant or tenant for years whenever it appears that such additional tax may be legally due and . \,(Titl ) collectible for any reason whatsoever.'_____' I Remarks: County W_A_SH_'_I_N_G_'_O_N_,--j