HomeMy WebLinkAboutOC1970-0146 - ESTATE OF TRAUGER-------
Form RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE Feb.11 1970..................................................J...................................................DF.,t"ARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON
BUREAU OF COUNTY COLLECTIONS COUNTY ...,,,...,..,................................................................,.............,.......
HARRISBURG.PENNA.77127 APPRAISEMEN~FILE NO..............?.:~.:..7..9...:..!.4..§............_.....................
Whereas,........................P..9~.9..r..~.....T..~.tJ.Q~.~.............................................................late of ....................M.I.PWAY.................................................................
in the County of ................................WA$.BINQT.9..N..............................................................Commonwealth of Pennsylvania,having died on
the .................................l.4.th............................................day of ...................No.v.e.mb.e..r..........................19....6.9,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 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 ApprailementDelcrlptionofAlletValuelMadeforInheritanceTaxPurpole.
$
+JT.HELD PERS.:
Jt.Bank Acct.#81-4-603634 held in the PITTSBt RGH
NATIONAL BANK,McDONALD OFFICE,McDONALD,PA.,in thE
names of MRS.MARY JANE BELL or MRS.DOROTHY TRAUGER.
Opened 3-28-52.Balance as of date of death,$663.~2
One-half taxable 331 46
Jt.Save Bonds Series "E"held in the Safe Depol:it
Box .PittsburE!h National Bank.McDonald Office.McDc nald.
Pa.in the names of Mrs.Marv Jane Bell or Dorothy
Trauger.3-$1000.00 pur.6-54 and 1-$75.00 pur.6-6~
Total Value as of date of death.$3.824.76
One-half taxable 1,912 39
TOTAL 2,243 84
J
Gross Value $2,243.84
D &D's 1,928.15
"
Clear Value 315.69
form~~v:~hbl:~::~:sw~..~~~~~~~.:.~:;~e~~~.~..~~~~.~~~...~~;;;;~.~~~.~...i.~....~.~~e l~n;~~
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..HH.HWASa.iNG'!.'9N..........COUtlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...........................D.OROTHY.TRAUGER .
Deceased.
Late of
MIDWAY
Date oj Death,N.9..Y~.I:ll:t?er 14 1969....................J ..
Appraisemellt Docket Vol.,3.8..
Page,.......................................No..6.3.~.7.0.~.14.6
Filed in Register's Office,2~.1.3.~J9 7.0
Anwunl oj tax due,$.
DEPARTMENT OF REVENUE
Receiv~d,
Examined and Approved,~:H'"
(,
Wrote abo,tlt Appra.isement,
Appeal jMm Appraisement,.
Entered and charged,.
...~....
-----=
~
~
t
~~
'.
RC C-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment 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 _----iJP1Dt~t_=_8b\u'~..~·~gh~Nar:t:.:::l:::.:on=e.l=..-=Ba:.:::=nk::...-_McDonald orflc&
ADDRESS )fOJ;}oneld,Palo 15057ACCOUNT'--:-N:::O:-.70=-F-:-JO~I-:-:N=-T,_--:=':':"':===~-=-=~~:.!...-_-------
TRUST OR INVESTMENT DEPOSIT .,.'"81-4,-603634
NAMES ON ACCOUNT ~--~----~--------------
OR INVESTMENT Mrs.,~I'Y Jane Bell or Mrs.Dorot~Trauger
DECEASED JOINT DEPOSITOR,.~../
TRUSTEE OR INVESTOR )«ra.Dorothy Trauger V
ADDRESS ~Box;....:.:,:,~1:...;2~9 'L.'..:.:MUt==w.:.=a~:y!-,..:.P.=.&.:..t-=1:.::.50:.:0::0:....-_
DATE OF DEATH NoVember 14.1969
SURVIVING DEPOSITOR,
BEN EFICIARY OR INVESTOR ~M:L!r8!U.~Ma~ry4_!J!!:!an~e~.Be~1!!!!1.L.__
ADDRESS __--=Box=-=1:=2.L09.L...:.:K1d:=;'::,:,W::'::&ilL.YL'..:.~.::.a.!...-=1:L50~60~,:...-.---
TITLESignature
RELATIONSH IP TO DECEDENT,=-=S:=.1=.:st:.:::e~.._
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED March 28,1'"v'
BALANC;E,INCLUDING INTEREST
DUE,AT'PATE OF DEATH $~66~3lU.~9=-2 _
3 3 /,1£'
n!/~71;JJT f.t1~:<-1'1-I'(:a /(
____~M~i~qway.Pennsylvania
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION.-.
RCC-134 (8-65)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:MARY JANE BELL,
BOX 129
]5060
Date:__J__a__n;;;;;u;;:.;a;;;.;:ry;..oL...-=2:..=9~.--=1..::.9~70=---_
County _W.-:...'A-:S..=":=IN::.:..G.:....:T:..;O:..:.:N=----_
County File No._
The J2rop~!l~on which tax is hereby assessed consists of:Jt.Savings BondsSeries EMR~.MAltY JANE BELL or MRS.DOROTHY E.TRAUGER.3-1000.00 r
-5.00 pur.6-68.Value as of d.te of death,$3,824.76
to
appraised by the Commonwealth,as of the date of death,at $3,824.76
50 %of this amount is taxable at the rate of 15 %
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
~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
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 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
APPRAI SED BY:-----=~~_AI___,....::..::.:::..~:.==?-F-
$
$1,912.38
286.86
14.34
286.86
$--------
$=============-
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
(over)
To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I 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 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 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
-
TOTAL $
(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__.
Signature of Taxpayer
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
MIDWAY,PENNSYLVANIA 15060
OFFICIAL NOTICE OF~!NHERnANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINISTRATION
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
D'EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:_----:.M=R=S....;..•.....;};=fA=R=Y;........,=:...J=ANE:..=....-=B=E=L=L _
BOX 129
Date:__----=D~e~c~e~m.!!ib~e!o<.r"'----~5....,.........Iol....9u6.z....;9z...---
WASHINGTONCounty _
County File No._
Bureau File No._
We have received notice that,a~xxxxxxxxxxxxxxxxxxxxxxxx.v_y_y_y_y_y_y_y_V_v.x
on Nov.14 19 69,you came into ownership of certain property through r''"
transfer from MRS.DOROTHY TRAUGER,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 ass.essed consists of:J t.Bank Acct.#81-4-603634 held
in the PITTSBURGH NATIONAL BANK,McDONALD OFFICE,McDONALD,pAe,in the
names of MRS.~~RY JANE BELL or MRS.DOROTHY TRAUGER.Opened 3-28-52.
Balance as of date of death,$663.92
appraised by the Commonwealth,as of the date of death,at $663.92
50 %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Feb.14 19 70 you may deduct a
discount of 5%of the amount of tax due,or
D This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
331.46$--------
49.72
____-2...49._
$--------
APPRAISED By,J~Z·~L.,..Lk:~~~~::l.
(Inheritance Tax App
$49 •72 $-====;;:::::======'-=-=_
ASSESSED BY:-..I.~~=-=~=--=~_d...:.._~"_
(Agent for the Commonwealth)
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.Mai I or bring it to:
~~/IAU~
AGENT FOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON,PENNA.15301
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 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 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
1/15/70 Edwin G.Wilson Funeral B1.11 ~1,593.00
~/~':J11U KaUI:mann s t·1.nal.~1.1.1.0/.00
1/17/70 Gimbe1s Final Bill 42.47
W.P.Murray Grave MarKer ~~::>.uu
B'~~-~,Roser berq &Bloom.Attvs.Fees !E:::(),
-
J.9::tY/5
TOTAL $.J..,963.1S
(attach separate sheet if requ ired)
COMMONWEALTH F PENNSYLVANIA)
COUNTY O~h7.5A/~?Cd )ss:
I,@1Uj...;;J;9tVt.'.t,1.,L hereby eerNJy that ille fo~~g is a just and true statement of
funeral expenses and other debts of the decedent,";;;l...4:UZ-bT/l t///8;1(/'Ii /'V ,for which I
was legally responsible and which I did payout of the property htrein 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._~tf
nLl.f".~SCRIBED BEFORE MEJ~S .....:r~AY OF
-s:::~,;:z~f::::::!::~~~__l~_.
--------"
Date of Approval:_
"-
Register of Wills