The URL can be used to link to this page

Home My WebLink AboutOC1970-0166 - ESTATE OF MALONERCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA. DEP'lRTMENT OF REVENUE ElttREA~U OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFiCiAL NOTl.vE OF~NHERITANCE TAX ..-.,APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__-=:=MR=S:..:.:--::.:.MO=L=L:.;:;:m~I·...;;;F..:..-:MA=L:.::.O:.::NE:::...-_ R..D.#.3 Date:__-,F:..:e:::b~r~ua=ry~.::!:l=-OL'-=1:.L9..!..70=--_ County w._a=s::.:;ht=n::s;8!..=t.=on:.:.-_ BURGETTST()lN,PENNS YL\ANIA County File No.Jt!-~¥-f Bureau File No.~3 -7cJ ..../£? We have received notice that,cYQ{nuKl~~XXXXXXXXXXXXXXXXXXXr.xxx.xX;(XXXXXXx.xxxXXXXXXXX on '.January 24 19 70 ,you came into ownership of certain property through r .','xxx: Ul~~transfer from,W.HAROlD MALONE,deceased. U~der 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.Bank Account #01049,held in the J1EL.LON NATIONAL BANK AND TRUST COf.1PANY.BURGETTSTOWN OFt'ICE.BURGETTSTOtlN ,PENNSYL\ANIA. IN THE NAMES OF ~ms.MOLLIE F.MALONE or W.HAROLD MALONE.Opened,October 6,1966.Balance as of date of death.$1,000.00. appraised by the Commonwealth,as of the date of death,at $1,000.00 50 %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 AMOUNT OF TAX DUE i ._~' o If you pay the above amount within three (3)months of the date of death of the decedentI or on or before April 24 19 70 you may deduct a discount of 5%of the amount of tax due,or 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 asof *_ i9__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 TOTAL AMOUNT DUE $ $_----!:5:...,::0...:;.0.::..;.Q)~_ .30.00 1.50 .30.00 $-------- $-============ APPR AI SED BY:~~~----'~£LC6a.,.£~-ASSESSED BY:_ (Agent for the Commonwealth) 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: If you have already paid this tax to on executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below tne date paid,nome and address of the person to whom you made payment,their official title and the amount ...·'-.'..-.',,,...--~.-":''""'- Date Paid Name and Address of Payee OfficioI Title Amount Paid Under certain circumstances,if,after the dote 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 on 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 personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Nome 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 I --- "" I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .__...__F.eh.____.16.,...__.19.7..Q__.__.__............. DJEPA,RTMENT OF REVENUE RESIDENT n)-UERITANCE TAX WASHINGTONBUftiAUOFCOUNTYCOLLECTIONSCOUNTY.......................,......................................................................... HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.__..__6.3__-:=:__7.0.-:=:.1.6.6....____....____.._....______...____.__. Whereas,..................W.,.......HARO'LD....MAL.QNE..............................................................late of ...............JHJ.RG.~.'r.T.S.T..QWN ...................................... in the County of ....................WA§B.!.NQ.'.I.'.QN .........................................................................Commonwealth of Pennsylvania,having died on the ........................................?4.~h .......................................day of .............~.~~.':l:~.~y....................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY 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 Appraisement Description of Anet Values Made for Inheritance Tax Purpoles $ JT.HELD PERS.: Jt.Bank Acct.#01049 held in the MELLON NATION L BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA.,in the names of MRS.MOLLIE F.MALONE or W.HAROLD MALONE. Opened 10-6-66.Balance as of date of death.$1.000.DO ..- One-half taxable $500.00 500 PO - Having been duly sworn according to law,I do hereby cer~~theabove appraisement is made in con- formity with law on this ________.__________./£...~.____day of .--...--.--------.--.~----...--..----...--....--------....~:z:zj/--..:LJ~--.----------...----19.~P.. .......................................................................--......~.~...--.....~~............ Appraleer ........................--........--.....--.........................................................-/............•.••.'1...................--........... ".L;umy:J~an~:t)/...._/)................................=...................(p,,;,..~...............~..............•Penna. .....................WASHINGTQN.....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of W•..HAR9.L..ll...MA.L..9.~. Deceased. Late of BURGETTSTOWN Date of Death,~.~.~:t.l~.ry ?4..L !.~..?..9 Appraisemel!t Docket Vol.38·-J •••-•••••••••••••••••••••••••••••••••••••••••••••••••• Page,..~tI~J No §.~.~.?.9..~.!.§..§ Filed in Register's Office,2.~.1.6..':::19 70 Amount of tax dtlC,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appmisement, Appeal f"om Appraisement,. Entered and charged,. c c < ~ \ ,..., .l I COMMONWEALTH 0;:'PEt+NSYLVANIA D5'PARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Iu.26.1970 DECEASED JOINT DEPOSITOR,:7 TRUSTEE OR INVESTOR __--=-"&.......B_8l1o"!1r...o...l ....d~MA;A·....81ll1010io&ollQ......~_V _ Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, ..we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Ke11QO Bat10n81 Bank &Trust OQl'tlpaDy ADDRESS Main &McOl!J1!e atea,.Bu#scttatowo,la.19J21 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_Q...l~0<lA44....9 -,--_ NAMES ON ACCOUNT OR INVESTMENT Mrs,Mol'I"P.Malone or Wa BGl!0141(aloQ$ ~ ADDRES~.iJ.3.Bursettstovn,Pap 15021 ~., DATE OF DEATH l.bUna,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR J;{PB,M8111,.,.MalQne ADDRESS R.D.3,BurSe1;tstown.Pa.1;021 RELATIONSHIP TO DECEDENT.....Kr.;Al6I&.:thelllli.·.-...»;....._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _---"1....O'"""'O~-6....6_/-_ BALANCE,INCLUDING INTEREST .... DUE,AT DATE OF DEATH $_--=l:.a..O=O::.;:():;.lII.:..::::O.=O _