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Home My WebLink AboutOC1970-0181 - ESTATE OF FECSENRCC-43 (5-65) ~3 -/0 -/%/ COMMONWEALTH.Q1=PENNSYLVAN IADEPi~iRTMENT OF REVENUE HARRISBURG j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department 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 Ci1/l'?!!=';";11 Fr.T':·~~,~n"""I"<()f'I .•,.FINANCIAL INSTITUTION .._.._,L._-.-l"~.--.,-~~'_.'_';_'"0::-•.'-:-.~'_'.._;.,_~_:_•....;.C'...;.,....;..~__..~__,~_'.'....'_ f,"•"ll"'''t "'. ADDRESS ---,..-~~-~--:--"------"'~---- '•.,_-'..0;;IACCOUNTNO,OF JOINT, TRUST OR INVE STMENT DE POSIT----ig:.asNiY';Y'r::F.~&s-:l'Hiz01gea~U:l:f.~f&--;;fJp-",t3~S3~9""'·_ NAMES ON ACCOUNT OR INVESTMENT .Anna Facson or Helen FecseD DECEASED JOINT DEPOSITOR,/< TRUSTEE OR INVESTOR __An_n_a_F_e_c_se_n_--=V~_ ADDRESS __..;.Wi.l=·=s=o=no...;S=t...........,.....N....To.....---.;;.oGru"""n...rl_F1_"r....o_i....,.....p....D.....__1.....5""0....22 _ DATE OF DEATH Octob er 1£2,1969 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Helen Fe.csen--...;..,..,..---"-~-'------------- ADDRESS Wilson St.,No.Charloroi,Pat 15022 RELATIONSHIP TO DECEDENT__A_nn_a_F_e_c_se_n_M_ot_h_c_r_o_f_Ho_1_c_n_:E1_0_C_8OO _ DATE DEPOSIT OR INVESTMENT November,1950/"WAS ESTABLISHED _ BALANCE,INCLUDING INTERESTDUE,AT DATE OF DEATH $2_,7_9_8__8_7 _ J4N~870 OFFICIAL NOTICE OF INHtRITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEP~RTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__H_E_L_E_N--.,;;..F_E_C.;;:...SE_...N:.-T _ \VILSON STREET N.CHARLEROI,PENNSYLVANIA----15022 t· Date:J_a_n_u_a_r....::y'---=1:..6:...,!.......:1:..9:...7:...0=--__ County \'i_TA_S_H_I....;:N:.:..TG;;..T::...O;;..N~_ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylv'ania 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.Sav.Acct.#3539 held in the CHARLEROI FEDERAL SAYINGS f1'LOAN ASSN.,CFARLEROT,PA _,in the names of ANNA FECSEN or HELEN FECSEN.Opened 11-50.Balance as of date of death, $2,798.87 appraised by the Commonwealth,as of the date of death,at $2,798.87 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 $1,399.44--_...:....-_---$-------- AMOUNT OF TAX DUE 83.97 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before 19 you may deduct a discount of 5%of the amount of tax due,or -----------I 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 until paid RUCTIONS TO TAXPAYERS $================= (Agent for the Commonwealth) 83.97$ ASSESSED BY:_APPRAISED BY:-sz~~~~~~~t::.-- 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: (over) If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,listbelowo 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 expenditure.s 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 clJaimed 'anci allow those which he determines to be proper.The tax will then be recomputed and you--will receiv'e 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 reqUired) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ 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 Signature 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 $p Date of Approval:_ L--_ Register of Wi lis FornI RCC-2 DEPARTMENT OF REVENUE ~.. BUREAU OF COUNTY COLLEC'flONS HARRiSBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA".'.. RESIDENT INHERITANCE TAX APPRAISEMENT DATE !..~.?.~~.~..~~..~.?...9.. COUNTY ~~.~.~.~.~.~.~~.~. FILE NO..?~.:..?...9..:..~.~.!_ . Whereas,ANNA f..}!;.G.$~.N late of ~.~9..~.~:I:.~.~9..~}. in the County of WA.!>..tlINQT.9..N common1a~h of Pennsylvania,having died on the ·········15.t·h·day of O.ct.o.be.r 19.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W R.CHANEX ,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 Appraisement Oescrlptlon of Anet Values Made for Inheritance I Tax Purposes I $I I JT.HELD PERS.: Jt.Save Accts.#3539 held in the CHARLEROI FEDERAL SAVINGS &LOAN ASSN,CHARLEROI,PA.,in the names of ANNA FECSEN or HELEN FECSEN.Opened 11-50..- Balance as of date of death,$2,798.87 One-half taxable 1,399 44 , Having been duly sworn according to law,I do hereby ~that the above ,appraisement is made in con- formity with law on this ............../j'~....day of ..........::::::z-~,.."...".~~............ii!:~!1. ..............................................................................................~................................. Appraiser •••.••..•.••••••••....•••••••..•.••••~t...~'•.•......;::, ......WASHINGTON...........County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA FECSEN Deceased. Late of N.CHARLEROI Date of Death,O.c.t..•......lS.,1.9.69 . Appraisemel!t Docket Vol 38.J ............•...•••.••..........•..••••••....•......•• Page,No.63--70-181 Filed in Register's Office,?:.~..~.:J9?.9 . Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,lIt A ppra.isement, Appeal f,-om Appraisement,. Entered and charged,.. f.J ,'l ."\ ... .. !