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Home My WebLink AboutOC1970-0147 - ESTATE OF YOUNGr)RCC-134)1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS IN~I~ITANCETAX DIVISION OFFICIAL NonCE OF--INHERITANCE TAX •APPRAISEMENT AND ASSESSMENT OF ASSETS tilOT SUBJECT TO ADMINISTRATION BENTLh"'YVILLE,PENNSYLVANIA TO:-=-_VES~T.;;;...A-,--HE......:.~......:H_ER......:I_N......:GT;;,..;;O_N _ 603 WASHINGTON STREET Date:f'ebruary 5,1970 County Wash1ngtm County File No.J t-yc,-;l...; Bureau File No.C,3-10 -/t/1 We,have received notice that,~XJi~UtliU«xxxxx.xxxxxxxxxmXXXXXXXXXXXXXXXxx.xxxxx:xXXXXX on ;.December 27 19 69,you came into ownership of certain property through r~~~ D.~~~transfer form,SALLY YOUNG,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~propen.ty on whic~tax is hereby a.ssessec!consi,sts,.,of:.ill Jt.Bank Aect.held in the PEOPLES UNION BANK &TRUST CO.,BI:;NTL.F.YVILLE,OF.FICr..,BENl.LJ:;yvILLE,PA.(2)Savings Account held in the CHARLEkOI FEDERAL SAVINGS &LOAN ASSOCIATION,CHARLEROI,PENNSYL\ANIA. in the names or SALLY YOUNG or VESTA HETHERINGTON.(1)Opened 11-15-65,(2)Opened 12-60 Balance as of date of death.(1)2,603.0;,(2)1,303.76. appraised by the Commonwealth,as of the date of death,at $3,906.81 50 %of thi s amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:.ALLOWED DEBTS \ NET TAXABLE AMOUNT $__1~,~9~;::..3.::...;.4:...:.°_ AMOUNT OF TAX DUE, 117.20 D If you pay the above amount within three (3)months of the datHof 3ia~~of the d~odent,or on or before arc 19 you may deduct a discount of 5%of the amount of tax due,or (Agent for the Commonwealth) 117.20$ ASSESSED BY:_APPRAISED BY:.J,JL.J...t..:-~_~~=~-~ o This tax became delinquent,fifteen (15)months after the date of death 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 I*If;the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: ot-I/-16 Amount Paid .. Official TitleNomeandAddressofPayee 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 bel2w the.J1ate paid,name and address of the person to whom you made payment!their official title and the amount. I DatJ Paid IUnd~r certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or orher just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by y,ou 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 thos~which he determines to be proper.The tax will then be recomputed and you will receive an amended assJssment of tax. i 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 proofdfsuchpayment,if required,and I 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. ~. 1I ir SCHEDULE OF DEBTS Date:Paid Name of Payee Description of Obligation Amount Paid t Smith Nuraw Home Bill for the la3t two months.430.00 \Greenlee Funera~Home ~unerai expense ~,..l.tsts."JU Simon White Grave .ftI.arker 250.00 2 Mininsters for Funerc 1 Services 50.00 Flowers Oo~onlaJ.l"iower t>h1.p 4V.UU .. I TOTAL $1,958.90 (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_. Si gnature 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 $• Date of Approval:_ Register of Wills -- Fonn RCC-2 COMMONW~AI/fll OF PENNSYLVANIA DATE ...............~..E3..1:>,~?:.~.....~?!........~.??.g....... DEPARTMENT OF REVENUE-RESIDENT INHERITANCE TAX COUNTY ................!.i.~.~.h.~P.K~9.!.l.............................BURE&U OF COUNTY COLLECTIONS ....... HARRISBURG.PENNA.'7127 APPRAISEMENT FILE NO..................??:.?.9.:.~4..7......................................... Whereas,.....................................9.¥JY..IP.~K.........................................................................late of Bentleyville............................................................................................................,.. in the County of ..............................W<:l:.s..hi..M.:t;.9.f.l........................................................................Commonwealth of Pennsylvania,having died on I the ........................?7....~.~.................................................day of ..................P..~.c:.~~.1:>.E:lt ................................19..2.9....,seized and possessed of estate!an I I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................w..~.g.~.....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: I In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressiy reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. , Unit AppraisementDescrIptionofAnetValuesMadeforInherllance Tax Purposes $ -JT.HELD: (l)Jt.Bank Account held in the Peoples Union Bank &Trust Com., Bentleyville,Pennsylvania,(2)Savings Account held in the Charleroi Federal Savings &Loan Association,Charleroi,Pennsylvania, in the names of SALLY YOUNG or VESTA HETHERINGTON•(1)Opened 11-15-65, (2)Opened 12-60.1 .Ql)1 IL,O --1-----i.}-- Total 1,953 40 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ..............................................................day of .........................................................................................................,......................................19.............. .................................................................................................................................................................... Appraiser ...."............................................................,...............................,................................................................. (Number and Street) ..........................................................................................................................................,Penna. (Poat OtBee) H.HH..HH.WA.$I1.:r:NGTON HHHHHHHH COU'/lty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SAlLY YOUNG Deceased. Late of BENTLE,'YVILLE Datc of Death,H.H.P..E3.~.~l:>.~F.H~7.~HH~.9.~.9..HHHHH..... Appraisemel!t Docket Vol.I ........................................•............. Page,HHHH .No........63.:::7.~J..4.7.......... Filed ill Register's Office,.f.~1:>.~:tl:Cl:tY..)J.19.7.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.Ht Appra.isement,. Appeal f1'Om Appraisement,. Entered and charged,H ••••..·H •• \. .r •'l'CO~MONWEALTH OF PENNSYLVANIA "DePARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania 63-:;'cJ -;Yl Jt-sft-.L J "-'"./Dear Sir:"",f":'i i T 4 \\,/~,t.~·~,Ct__.' Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Peoples Union Bank &Trust Co.N.A. ADDRESS 701,Main st.BeQtleyd,J.le Fa 15314 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT""'#'06:21:l::E'l:T~----------- NAMES ON ACCOUNT OR INVESTMENT Sal',.Young or Vest.a HetberillgtOD DECEASED JOINT DEPOSITOR,l':;;// TRUSTEE OR INVESTOR -tiSa~lHl."'3"J -li~om~l!t1:1&""'-------'''--'-'-------- ADDRESS ---=W::.:i3~S~h.!_.~S~tL'~Bc:en:!.i.tx..llla.lie~n:.%.lilt..l)""l.2e#_,..o(;p.aa....._ J-1.'DATE OF DEATH ~D.u::ei16..c.........I.J~96:):;l9t.-------..:..------ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _V.:..:e~s::.=t~a....!.H~e~th~e~r.;l;lin.....&tfolit¥oniL__ ADDRESS ..,.-__6:::.::0:.::~:....1.:..:.!'la:!:.:a~h:.!_,-=St~,_'Be~n~tl=.::e::.lyv':..!.;!o;'il:!al!:.Se;.,.•.....!P~al&......1..5u3~]4lo...-__ RELATIONSHIP TO DECEDENT_--=D=a=u:o:gh~t:;.::e~r -- DATE DEPOSIT OR INVESTJ,tENT ~ WAS ESTABLISHED -bY t.15J 1965 V BALANCE,INCLUDING INTE~STo , DUE,AT DATE OF DEATH $_t~_"---.,;;;;2=60=Ci..:;.;~,O::.::5:......__ S.~·n"f."--.•Ignature -..1I'JrJ:110 p ..TITLE,lI.lS~(.4 fI