HomeMy WebLinkAboutOC1970-0124 - ESTATE OF THOMASRCC-43 IS-55),
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COMMONW~ALrH OF PENNSYLVANIA
DEPA'.%f\meINTrOF REVENUE '
COUNT r 'lHAR'p'I,SRURJG',',l;,,,,'C,y I;...,/t.;;
No~IJ 4 09 F~'69~~'~~~1969
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NOTE:TO BE SUBMITTED IN TRIPLICATE
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Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Deor Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of '1961,
we herewith submit the following report:
NAME·OF REPORTING
FINANCIAL INSTITUTION MaUon NAtionAl Dank aDd trUtlt Co::gptm)'
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ADDRESS.40 south M4tn Stroot,JfMhinSton.·POnnoylyania 15301
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT 8SrpU.fiod SaviDIS 0196.26-8836.01
..NAMES ON ACCOUNT
"OR INVESTMENT .lInJo ThOlMa ot.JDmeo L.'thorMo
DECEASED JOINT DEPOSITOR,,;~'" ,
TRUSTEE OR INVESTOR __--'H_rt~r..u.n.....'lb._·._crN\t1~._'_'..;..:_'_:..;..';,...'_
ADDRESS __",::,'.5~1,""",AiIlil'lUl....eDlBJfw.Qu.r....Ch........AooYMliIIoUluIOiC.......Ii1fwMIlU,b.uiOlln~,tQWi·IiID.........':.llQUlDMIIt··!.J1.A:1YulUlJ&J·~1AE!...J!1~5S.aOiU!1,--_
DATE OF DEATH 'ftoVO#lbo,U .,J969
SURVIVING DEPOSITOR,"
BENEFICIARY OR INVESTOR _....:J=o==.=o~L=.=-='lh=omao=·='~---.-_
ADDRESS .:.:.;WQQ:::;:.:.:;;:h;::.lo::!8I!.:t:::;on::;.J.•~'G.::.:n.ne='1~l::..:v;.:;·CQ::;1::.;;G;:....---
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70 ,..d,)"'/j./I;.!I ,
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t f;Signature AII0lotllnt \fIoDaaeiflTLE
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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 al~unt.~.,.-
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 re'cei've 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
//-IS-L9 ~.I .'-'1:,~~.A'f ~L..d -~"~A.A/Y/£5"0
Of ,\
TOTAL $9/S".So
(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 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 $"
Date of Approval:_
Register of Wills
r
Funn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ....f..~1;>.r..P.,g.y ....5..J.....~.9.7Q..................
DEPARTMENT OF REVENUE ..;"'..
)'*RESIDENT INHERITANCE TAX COUNTY .................\I!.a.:.!?.~~p..~pp......................................BUREAU OF COUNTY COLLECTIONS,APPRAISEMENT FILE NO................9.J..::7.Q::.:i::?.4....................HARRiSBURG.PENNA.17127 ..................
Whereas..................................lf~Y..~....~.~.?~a.:.s...............................................................................late of .......................................~~.~.~.~!1.~~.?.T.1 ...................................
in the County of ...................................~a.:~.h.~~.~~.~.................................................................Commonwealth of Pennsylvania.having died on
the ..........................................:L.l.:...t.h....................................day of ..................N..9.y..~~9..~:r.................................19..9.9...•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..........................................~.~.~.~.....9:~~.~.y......................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisemenlDescriplionofAssetValuesMadeforInherllance
Tax Purposes
$
JT.HELD:
Jt.Savings Account #196~26-8836 in the MELLON NATIONAL
BANK,WASHINGTON OFFICE,vJASHINGTON,PENNSYLVANIA in the
names of HAYS THOMAS or JAMES 1.THOHAS.Opened 6-15-65.
Balance as sf date of death,$1,058.63.529 32
._-
Total 529 12
form~;:~hb:::~h~W<>rrl~C<lO.1'~~'~.~o~e~~~~e;.~~r~se=":~~~s;:l~:Z~:«2;~Z····L~~.S;;;;;;·································~~:~..............=""Z/........................................................................Penna.
(Poat Ofllee)
..
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
HAYS THOMAS
Deceased.
Late of
WASHINGTON
Date of Death,1Il9.Y..~l:>.~r.1.J.,1.:.9.9.9..
Appraisemel!t Docket Vol.,.
Page,No..9.}:~7.9.:::-.1.:.?4 .
Filed in Register's 0 tJice,F.~p.r..1J..~.~y.?.'19..7.9.
AtnOunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appra.isement,
Appeal f,.om Appraisement,.
Entered and'charged,.
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