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Home My WebLink AboutOC1970-0103 - ESTATE OF BAINER,.. RCC-43 (5-65) -----------------~------ ?J-ld -/O;jJ COMMONwEALTH OF PENNSYLVANIA CO 8t~C£/V£D DEPARTMENT OF REVENUE UNr:,-ca4U OF HARRISBURG I LLECrlOl1 vAl;0 3..,'s VOPH'10 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 ADDRESS 40 Sontb t1a :ln Street,WaShington,PfmnsY"'an1 a 15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 178.09...6473.04 savlngG NAMES ON ACCOUNT OR INVESTMENT HYrtle B.Davis or edward R.8a1J1er DECEASED JOINT DEPOSITO_R_,--~ID4.I~~g.a,II.-.u:::.li,;---l =:=TRUSTEE OR INVESTOR EdwaJ;'d B.8aJlne r ..~ ADDRESS 36 !tUx-al Avenue,Washitlgton,pa.15301 DATE OF DEATH December 30,1969 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ~rt.le 8.Davis ADDRESS --"~eEt-·-i8ha~$t+t:-'WMa~lh'""laTtt~8 ....t:r:'PIel:ne=rttlo-::.,~t1"*aT:is1h-Ilnl'i'rlgrit""umd"":",-''&.alll''''.~.-41-Cl5r"it:!JftOlf-l-- RELATIONSHIP TO DECEDENT .mor+:-_ DATE DEPOSIT OR INVESTMENT atrM:. WAS ESTABLISHED A\tf'lSt:..ts ...1965 BALANCE,INCLUDING INTEREST .~, DUE,AT DATE OF DEATH S ....$..·1~,t-Al....0LUll4-,;uS4L·_ RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT,OF ~EVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION. O'FFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION TO:_----'MYI:.aAoIIR.....T....L_B~B&L.&.........DIUilALZ.V....I ...S ~ 10 S:WALNUT STREET ___!,ASHINGTON,PENNSYLVANIA 15301 Date:January 16 t 1 97,0 County WASHINGTON County File No ...3%-to -% Bureau File No.t3--2tf -/a.3 ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on DeG.30 19-69TOU came into owners certain property t roug IX transfe~from EDWARD R.BAINER,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. Th~property on which tax is hereby assessed consists of:Jt.Say.Acct.#118.09.6473.04 beld in''the MEIJ,ON NATIONAL BANK,wASHINGTON OFFICE,WASHINGTON,PA.,i.tile names of MYRTLE B.DAVIS or BDWARD R.BAINER.Opened 8-23.65.Balance as of date of death,$1.104.54 appraised by the Commonwealth,as of the date of death,at $1.104.54 , SO %of this amount is taxable at the rate of ]5 % 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 Mar.30 19 70 you'may deduct a discount of 5%of the amount of tax due,or 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 ta'x 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 TOTAL AMOUNT DUE APPRAISED BY:__L.~L-.6::::::~~~~- $ $_---=5~5,,;.;..2..:....:.2~7__ 82.84 82.84 $-------- $==============- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~~Jl NJ.~(}A&rt'..·\8 \1 .1 O--Jw (over) To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: , AGENT FOR rj;~Gm~rn~~f.i;/~!~:~.fH o(J&W1 ~J~0§~wf.S"~"1!X~'~$ft4 rft:t~l},t 1E.sn~~...........;.~ 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 Officia I 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 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: '"'...f"'I 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 ...t It.'"• 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,.;J.7-70 .A"./"L //1...lJ.d/.~~E_~.~t7 /0 9 cr.(:J"-() ,// TOTAL $/G9(J'·d'-V (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF:) I,~hereby cer~~hat the late!lci<>lr ~t and true ,statement 01 funeral expen s and other debts of the decedent,~··c ~,for which I was legally r sponsible and which I did payout of the property herein taxed.i 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. REPORT OF REGISTER OF WILLS SWORN AND S CRIBED BEFORE ME THIS ~.19~. d!DAY OF, 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 $--------11 Date of Approval:_ Register of Wi lis Form RCC-2 DEPAR'if~NT OF.-REVENUE BUREAU OF COUNTY COLLECTIONS HARIUSBURG,PENNA.17 127 C9MMQNWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J..~.~l1.~.r..y 7...Q..L J.~.7..9..i COUNTY ~A.§~!.~~T9..~: FILE NO QJ.::.?.Q.::J.91 . Whereas..E.PWARD.R..~a.AJ.N.~R.late of W.A$HINQr..9.N . in the County of WA.$.HINQ.1'.9.N Commonwealth of Pennsylvania.having died on the 3.Qt.h.day of p.E:'!.~.~.m9..E:'!.r.19 §.~.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I ~.~~.~~.~.~.!.an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collatereJ heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest._. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles • JT.HELD PERS:$ _. .I JT.BANK ACCT.#178-09-6473.04 held in the MELLON I WASHINGTON OFFICE,WASHINGTON,PA.INATIONALBANK,I- in the names of MYRTLE B.DAVIS or EDWARD R.BAINER. ~-I Opened 8-23-65.Balance as of date of death,I--, $1,104.54 One-half taxable 552 27 I Gross Value $552.27 D &'D's 1,090.00 Clear Value Nil . ... I ! I I I form~'~~hhI:':::~h~worrlaC<l"~7~'.~a~:re...~~~e~~t~~ab<>v~..~p~r.~ise~en.~ia ..~..~el~~~ Appraiser ...............................Penna. , WASHINGTQ.N.....County......•.........•,...............•.............................................. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EDWARD R.BAINER Deceased. Late of WASHINGTON Date of Death,D..e.c.emher.3.0..,1.9.69 Appraisemel!t Docket Vol.,~.~.:::-. Page,No ...f:i}:::-..7..Q.:::-.l.Q.3... Filed in Register's 0 ffice,.l~.~.9..~19 7.0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,·T················ \. .,.. l,