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Home My WebLink AboutOC1970-0195 - ESTATE OF KARGLER CC-43 (5-65) COMMONW~ALTH OF PENNSYLVANIA !.PfiJ;lli/~Sf,IY€- DEPARTMENT OF REVENUE l IY#T';:';~"J.:J/C:.HARRISBURG.JA...'~'("ttftflll~IJ.1"1"t{$4~t,J8.."~rr'l1l71 / 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 FINANCIAL INSTITUTION __-;:;P::=;it;::-t=s~b:-;;ur~9~h~Na;:.t::J.:.:·o~n:::a::.::l~B~an~k _ McoonaldOffice ADDRESS _~::-:=-=---:-::-:--=M_c_D_o_n_a_l~d~,_p~a.:...--:1::.;5~0:.:5:...;7:.--_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSI T...........-.=.S.=.av~i:.:n:.:.ogz.::s:....·,.!!.t.:,1:!.,9:=.:45~3!.-_ NAMES ON ACCOUNT OR INVESTMENT Madeline Kargle or Frank Ka~gle DECEASED JOINT DEPOSITOR,·Frank Kargle ./GTRUSTEEORINVESTOR--=-V _ ADDRESS R_._D_'_._*_4_,_M_C_DQ_,n_a_l_d....;,_P_s_._15_0_S_'_ DATE OF DEATH January',1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Madeli.ne Kargle-----_-::..._---------- ADDRESS R_._D_._._1_4_.,_M_C_D_o_n_a_l_d_,_p_a_._l_S_0_5_'--- RELATIONSHIP TO DECEDENT __-S-o-n~----------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED De_._c_emb_.·_e_r_2....:7..:.,~19;;...5;;...4;;...·_v _ BALANCE,INCLUDING INTEREST 703.06DUE,AT DATE OF DEATH $_ cd 0-1,-:::'-=.3 t2;'or if-7-70 !oS~ RCC-134 (8-65) C04MONWEALTH OF PENNSYLVANIA DftPARTMENT OF REVENUE ~~REAU OF COUNTY COLLECTIONS ;INHERITANCE TAX DIVISION "OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_~MAD=E!a!L.=.lINE~~KA~R~G~LE~_ R.D.IJ 4 McDONALD,pENNsn.VANIA 15057 Date:JaftU8FY 30,1970 County WASHINGTON County File No.3Z-5'3'-I c Bureau File No.C:3·-70 ~/y s We have received notice that,.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on~~=meinto ownership of certain property t roug . _tranfer from FRANK KAROLE,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 assessed consists of:Jt.save Acct.119453 held in the PITTSBURGH -NATIONAL BANK,McDONALD OFFICE,MeDONA!,»,PA ••in the Dames of MADELINE KAROLE or FRANK KAROLE.Opened 12-27.54.Balance as of date of death.$703.06...tax appraised by the Commonwealth,as of the date of death,at $703.06' 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 $_--.:.l.3~Sll!::.J.~5!...t!3,-·__$--------- AMOUNT OF TAX DUE 21.09 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr•.7 ·19 70.you may deduct a discount of 5%of the amount of tax due,or 1.05 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 ASSESSED BY:_ (Agent for the Commonwealth) $.===========-$ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY:~~~:...-,.£4o--~==::::=;;i'~ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: 1~(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,listb£>.low the date paid,name and address of the person to wh~ 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 O~_ 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 $--------0 Date of Approval:_ Register of Wi lis Fonn RCC-2 DEPARTMENT OF REVENUE# BUREAU OF COUNTY COLLECTIONS .tRARRlSBURG.PElII"NA.17127 COMMONWEALTH OF,PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~.?~~.?.~!..~.?.2 . COUNTY ":!.~.~~E~~.!..9..~. FILE NO ?~.:..?.2.:..!.~.?.. Whereas,¥..M.N~~.AR.G:;r,.~late of Mc.P'O.NAL.D . in the County of WA.$..HJ.N.Q.T.9.N.Commonwealth of Pennsylvania,having died on 7th January 70 .the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w...~~..~~BA~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 any such future interest. Delcrlpllon of Auel JT.HELD PERS.: Jt.Sav.Acct.#19453 held in the Y 11T ....H IHl~H NATIONAL BANK,McDONALD l)~IlJl;Jl.;Mt'"nOl\TA.T.n PA ;n ~hjO> Unit Valu.. $ Appraisement Made for InheritanceTaxPurpoles names of MADELINE KARGLE or FRANK KARGLE 0 ..1 12_27 .c;d form~;~fhbl:~::I~~w~.a~~~~:;o~e~~b~c~~;e~a~~~:;;~~ ........................................................ ...,Penna. (Poet omp L________________________________________________- ........WASHINGT.ON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........F.MN~~AR(jt.~. Deceased. Late of McDONALD Date of Death,J..a..n.u.a.,ry 7..,.l.9..7.0 Appraisemei!t Docket V01.,?.~. r 63-70-195Page,Ao . Filed in Register's Office,?:::.~.?.:::.19 ?..~ Amount of tax due $}. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.o-m Appraisement,.. Entered and charged,. i~ ~ I' "