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Home My WebLink AboutOC1970-0159 - ESTATE OF ROACHOFFICIAL NOTICE OF INHERITANCE TAX APPRAisEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (1-691 COMMO~WEAI..,]HOF PENNSY LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__E_LE_A_N_O_R_R_._F_I_N_C_H _ 1015\.D W 'INGTON ROAD McMUR ,PA.15317 /07 Ill!;~::U. I1ft(uy~aj 11 /.r?17 Date:__--=.F-=e:..=b~r_=u=a~ry..L--~5_1,--=1~9..!...70::::..-__ County __...;,,;W.;:.:A:.;::S.;:.:H:.::I.:.,:N-=.G-=.T-=.O::.;.N _ County File No._ Bureau File No.__t.....;3~~...c.Z_O~...-_+/..l:::6:....-+!- We have received notice that,~yxxxx..v__vXy__V__v..xxxxxxx.v_v_v_v...xx_v_'V'....~...xx..v~ on Jan.19 19..1..0..,.you came into ownership of certain property throug .'" transfer from R.J.ROACH,Deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payme'nt of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Sav.Acct.#72-002128-6 held in the UNION NATIONAL BANK OF PGH.,BOX 837,PITTSBURGH,PA.,in the names of R.J.ROACH or ELEANOR R.FINCH.Opened 11-4-65,Balance as of date of death,$=5-L,7=6,L,;.0"""1"'--_ appraised by the Commonwealth,as of the date of death,at $__5_7_6_._0_1 _ SO %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__.=.:28~8~•..:::0.=.1__$--------- AMOUNT OF TAX DUE 17.28 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr.19 19 70 you may deduct a discount of 5%of the amount of tax due,or .86 D 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 tax per annum is also due as of *_ 19__in the amount of $================= (Agent for the Commonwea Ith) $ ASSESSED BY:_ TOTAL AMOUNT DUE APPRAISED BY:_~J~=..:....L~....6~~~~ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: .b7 #o?S~/J7~~ o 'I'A''"~o?,u \'4.'v",~:l To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: "\"1~'J'r c..(1ft T!Ji;:,.r··r.~n .,1,1,'TtlflU.......I <-,'loo<..~.~• _........i,J...'oj _",n G'LtjIri He u:s£ t:ifAS:J.i;~G:ro~i.,:pam.!.15301 .J' Amount Paid Amount Paid ter of Wills ture of Taxpayer pectfully report that I rator or other estate of the t and true statement of ___,for which I er certify,that to the person,for inheritance can furnish proof y paid funeral expenses such amounts expended tation of tax due.If any emize the payments below, debts claimed and allow I receive an amended TAL $ h nal representative of the ess of the perS~(l to whom If you have already paid this tax to an executor,administrator,attorney or ot er perso decedent for forwarding to the Commonwealth,list below the date paid,name and addr you made payment,their official title and the amount.-. Date Paid Name and Address of Payee Official Title Under certain circumstances,if,after the date of death of the decedent,you personaII or other just debts of the decedent,with funds derived from the property herein taxed, by you may qualify as deductions against the gross value of the property in the compu such expenditures meet all of the three following tests,it is recommended that you it execute the affidavit,and return this not,ice.The.Register of Wills will examine the those which he determines to be proper.The tax will then be recomputed and you wi I assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAi: ~. ~t 1 -You were personally legally responsible for these debts,and "'j. 2 -You actually paid these debts out of the account or property described above and of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administ personal representative of the decedent handling the administration of the general decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation TO (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY O~) I,hereby certify that the foregoing is a jus funeral expenses and other debts of the decedent, was legally responsible and which I did payout of the property herein taxed.I furth best of my knowledge and belief,these same debts will not be claimed by any other tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Signa REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do res have allowed deductions Iisted above in the total amount of $• Date of Approval: Regis Fonn RCC-2 .. ..DEPARTl\IENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIOENTINHERITANCE TAX APPRAISEMENT DATE ,F.e.b 1.3,.,,.l.9.7.O',,,.. COUNTY ~~.~.~.!.~~.~.~.~, ,. FILE NO §..~..::.7...Q.::J..?~, , . R.J.ROACH McMURRAYWhereas,late of ,. in the County of WA§JgN,9.:r.9..N Commonwealth of Pennsylvania,having died on the 1.9t.h.day of },~.~~~.~y 19 .7.9 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.R.~G.H.A.~x.,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 e.ny such future Interest. JT.HELD PERS.: Description of Allet Uni~ Values $ Appraisement Made for Inherllance Tax Purpo.es Jt.Say.Acct.#72-002128-6 held in the UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH OFFICE,PITTSBU~GH, PA.,in the names of R.J.ROACH or ELEANOR R.FINCH. Opened 11-4-65.Balance as of date of death,$576.01 One-half taxable 288.~n ·.......H..WASHINGTQN .County ;:;., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of R.J.ROACH Deceased. Late of ...McMURRAy . Date of Death,H •••••••••••J..~:t:l~.~.r.:y :I.:.~.J J.~.7..P Appraisemellt Docket Vol.38-J ••••••••••••••••••••••••••••••• Page,HH••H ••••••••••••••••••••H •••••H.H••No .6..3..~..7.Q.~1..5.9 . Filed in Register's Office,H ••••••••••2.~.13 19 H ••7.0 Amount of tax due,$H ••••H.HH••••HH••••••••H ••••••••••••••••H ••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,..H ••••••••••••••••••••••H ••••••••••••H •••••••••••••••••• Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,..H.H •••••••••••••••••••·.················H••• Entered and charged,...H ••••••••••···.·H••••••••••••••••HH•••••••••••••••••••• J .I ;' :..+ ,. ,. COMMON~'/EAL"fH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RC C-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,PennsyIvan ia Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: (,3-10-~ NAME OF REPORTING FINANCIAL INSTITUTION The Union National Bank of Pittsburgh ADDRESS P.O.Box 837,Pittsburgh,Paw 15230 ACCOUNT NO.OF JOINT,Attna H.G.Miller,Asst.CasnJ.er TRUST OR INVESTMENT DEPOSIT #72-002128-6 (sayings) NAMES ON ACCOUNT OR INVESTMENT R.J.Roacb or ADDRE SS 1.LIO.L,JJ.,.:5L-1.0ul.J,;ldL......lllW.da.asD.b~i nwg5J.:tt;Jo;lln~RU;ol.i:lawdL.,.,--I!IM.ccMI!IJl.IJ r;t:;·rl:.iall,lYlLo,~P~aL",.'"-...Ll~5..13..L..Jl7 DATE OF DEATH ----------JJ..a-AAQ.Yaa;J"~!J!'i-'....,Il~9~,-.Iol~9+7u.O---- SURVIVING DEPOSITOR, BEN EFICIARY OR INVESTOR ..c.E~l.c:el:LanUJou..rL...JR~.....IF:....Ii..Lnu.;c:.ub'___ RELATIONSHIP TO DECEDENT ....I)Nila.QQ~ga;At&48iHJI";:.--------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED N'WJol,£l1"-1le=.&mwb;;u;e~r;......lll44,.........1.:z9D.6.:15-V~---- BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-----$....Si).,7F-CiQl-...-\JO...l--------- CROSSROADS OFFICE ~161970