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Home My WebLink AboutOC1970-0115 - ESTATE OF WATKINS_.. R CC-43 (5-65) COMMONWEALTH OF -PENNSYLVANIA DEPARTMENT 9,F .RI;~V.j~~~~{O~HARRISlB~Tl':OLLECTIOHS "Nov 18 3 43 PM '69 No".17~1969 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,PennsyIvan ia Dear Sir: .Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:' NAME OF REPORTING Peoples Uni<m Bank &Trust Co N.A. FINANCIAL INSTITUTION -7"'1rO'l1:4""}'""J!a'i""tm'i'l""""'$:t:Ft-.""""IB:r.;eW!i'n1i*""lr.;e~y7"'vJ.1""11'"'1"1::::-e,--r::P'R"a....,.II"!:5~)14"i-1'~---- ADDRESS ---------=:""""""""ll="'-:--~~r::::-=--==~,............~ACCOUNT NO.OF JOINT,save Acc't.982 also chekc:mg Acc 1t:- TRUST OR INVESTMENT DEPOSITNAMESONACCOUNTNellf::fWa=:lti:T:kiri~",::-::s::-::"or=-.,-:-tt07::ur1thc:-nM-::-eg"7'lll'"':::"e~s------- OR INVESTMENT _ DECEASED JOINT DEPOSITOR~ell Wotldns TRUSTEE OR INVESTOR 209 CokebUrg,Pat 1~2li: ADDRESS --n-:~rrr___.n"l'!7'7r-----------No.14,1969 DATE OF DEATH -:----~W1l\""~:;'1'"r.'ic;___----------SURVIVING DEPOSITOR,RUth Piegles BENEFICIARY OR INVESTOR -....l;-rnorenernbin'UI'l"l'gr,-'pI!.l!Bl'":".----------- ADDRESS ----------r'~~;;:;----..,.;.-------Daughter RELATIONSHIP TO DECEDENT bDATEDEPOSITORINVESTMEN-T""Cf:1>rmle:7V1cktl'":.•---"t'12'):::..:'l"J..l't':,..~5~9~b~a'V'r;r.-2"",....~lo;;l"\'".,~6~9---- WAS ESTABLISHEDBALANCE,INCLUDINGIN-T-E-R-ES-t"¥':I-h-ec-:""k-.-==2=54'-'.~83""-----"S:--av-.""7=W"""""""'.1"""'6----- DUE,AT DATE OF DEATH $-'----------- ~:?'JI t coL.,;).5 if.g3 -i /J.7.1Z-,~·_7.1'10';'-~.~.gr b 7,6 ~ ~SJ·65\' ,2,6 6 :b-b/3----::- RCC-134 (8-65) " COMMONWEALTH OF PENNSYLVANIA DEPARTMEi'lT OF Ri:VENUE BURf"AU OF COUNTY COLLECTIONS .--INHERITANCE TAX DIVISION OFFICIAL NOTICE OF~INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__Ro,:U.,...TuHL....I:NE_G...LEeSIilL·_ COKEBURG.PENNSYLVAMIA 15324 Date:__....!.N~o~v~em!!!'b~e!:!.!r~2~8.J..•....::1~9~6~9:....-_ County __W_A_S_H_I_N_GT_O_N _ County File No.J?-0-$- Bureau File No.&.3 -z{)-4-r- We have rec~ived notice that,uxmUXmlxtuimxxxXXXXIXxXXnXXXXXXXXUXXXXXXXXXXXX on ~...'~~you came into ownership of certain property through PItUDBDDiIHIB m~jTt·xxtransfer from NELL WATKINS.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.Sa".Acct •.'982 and Jt.Cheeking ··AGot ~.held 1tl the PEOPLES tINTON BANK,'BENTLEYVILLE OFFICE.'BENTLEYV1LLE.'A. ,'1 INS or RUTH MSGLBS.0 eued Sav.2.10.69 and·Checking 12~11:'59~liBaianee'as of date of death.Sav.$740.16 and Checking 25 .83 52.05 $f'tJ.5 f' AMENDED ASSESSMENT 867.58$-------- DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 994.99ap~raised by the Commonwealth,as of the date of de<gh,at $_ 50.]00%of this amount is taxable at the rate of % Checking i $127.42 ORIGINAL ASSESSMENT saVe Fully 740.16 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 Feb.14 19 70 you may deduct a discount of 5%of the amount of tax due,or _____2....60:_ 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 dp~as of *.. 19 in the amount of CTIONS TO TAXPAYERS *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 $ ASSESSED BY: 52.05 $ali<~~:~u.::' (Agent for the Commonwealth) Make checks or money orders payable to:To insure proper cred it to your a'ccount this Official Notice must accompany your payment.Mai I or bring it to: (over) 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 p~rson 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 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 hand Iing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid ~.Name of Payee A Description of Obligation Amount Paid In?-/0-(,1 Vt?-AId ////':1'~./"-::::7~n p1 ,.Jf'"/'/'/:_'7 ,/y-OO /'+"/ TOTAL $~:(7Y:00 (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 wh ich 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 Si gnature 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 Wi lis Fonn RCC-2 DEPARTMENT OF REVENUE BtmEAU OF COlJNTY COLLECTIONS.....',.... HARRiSBURG,PENNA..17 12 7 COMMONWEALTH OF PENNSYLVANIA '1 -,.RESIDEN~iNHERITANCE TAX APPRAISEMENT DATE ~.~.?~~.~..J.':~..~~.??.?. COUNTY Y!~.~h.~.~.g~.<?~. FILE NO..??:.7..9.:.~~.?.. Whereas,Jr~ll W~.t..K.:i.n§late of q.9.~~.9.lfI.:K . in the County of ~~~~.~.!l:g~?!l:Commonwealth of Pennsylvania,having died on the J4 t.h day of IIJ.~.Y.~.l?~:r.19.~.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,"w...g.Chapey ,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 transfer inheritance taxes at the lawful collateral rate on any such future interest.. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ JT.HELD:--' Jt.Savings Account and Jt.Checking Account held in the PEOPL.E'S UNION BANK,BEN TLEYVILLE OFFICE,BENTLEYVILLE PEN~B YLVAN lA,in the names of NELL WATKINS or RUTH MEGLES. I2-10-69 Checkin,f1 12-11-59.BalanceOpenedSav.and as of date of death,Sav.740.ili6 (fully taxable)and '1 Checking 254.83 (1/2/taxable)867 58 I Total 867 58 ESTATE INSOL'vENT fonn~~fhb~:::~:'W<>rll.~~~la~:~~:re~~~pr~se?:e~?:..d~ ~;7?ifj£":i):;~:. (Post Offlee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELL WATKINS Deceased. Late of COKEBURG Date of Death,1IJ.'?y..(;;.I!1l?~~;L.4.?J.:.9.~.9.. Appraisement Docket Vol.J .....................................................• Page,No..??:.?g:.:L..~.2 . Filed in Register's OfJice,~~.9.D1.~:r:.y .3...t.19..7'O. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppmisement,.. Appeal f1'om Appraisement,.. Entered and ch(Jrged,.. J \" ,. I '.