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Home My WebLink AboutOC1970-0202 - ESTATE OF COLASCOMMON~n70F1pfNNSYLVANIA . DEPARTMENT OF REVENUE HARRISBURG· RCC-43 (4-69) -J...February 27,1970 "",-(,3-7()-;U;~. NOTE:TO BE SUBMITTED IN TRIPLICATE J ~-~Ol-/ 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 REPORTINGFINANCIALINSTITUTION Western Penna.Nattl Bank ADDRESS Fourth &Main St.,Monongahela,Pa. ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings Account #31,59 NAMES ON ACCOUNTORINVESTMENT Arch Talbert or Mrs.Rachel T•.Colas /JDECEASEDJOINTDEPOSITOR, TRUSTEE OR INVESTOR Mrs.Rachel T.Colas ADDRESSANDCOUNTY 147 Garden $~Avenue,Monongahela,Pa. DATE OF DEATH --:;:2_-1::.;;8;,-.•..:...;70~_ SURVIVING DEPOSITOR,Arch TalbertBENEFICIARYORINVESTOR _ ADDRESS •_ Signature MenageI' '70 5.3 0 /05,71 5'~/f-l!s,t:J7 RELATIONSHIP TO DECEDENT_B_ro_t_he_r .__ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~.=2=6-:-6=2'---__.4:..- BALANCE,INCLUDING INTEREST 6 DUE,AT DATE OF DEATH $_1....;;,_'41_0_._0 4-~:..-- I.JlA'.-J.:..L;£;oCot::~~iW)-1970 \ I TO:ARCH TALBERTi-:------~--------- 147 GARDEN AVr~UE OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASS FSStl."'''1T OF ASSETS NOT SU BJ ECT TO ADMI~I~RA TION Date:February 26.1970 County Washington MONONGAHELA,PENNSYLVANIA 15063 County File No,YJT-;L9-/ . 1 ..Bureau File No.6'J-2d-~O..v 1~e:have received notice that,~~~~~~~~~j on Febrw.ry 18'19 70 ,you came into ownership of certain property through r~~1 DX~~~~transfer from,MiS.RACHEL T.COLAS,deceased..'! Un~er the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liabilit'y for the payment of the inheritance tax due is imposed upon you,as transferee. i t Th~property on which tax is hereby assessed consists of:Jt.Bank Aooount #31559,held in the WESTERN PENNSYL'"VANIA NATIONAL BANK,MONONGAHELA OFFICE,MONONGAHELA,PENNSYLVANIA.In the names of ARCH TALBERT or MRS.RACHEL T.COLAS.Opened Sept.26,1962.Balance as of RCC-.134111-69).,CO~ONWEA'L TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU'OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION date of death,$1,410.60. appraised by the Commonwealth,as of the date of death,at $1,410.60 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_....!.7~05~.~30=---_ AMENDED ASSESSMENT 705.30$--~.....;.-----1,320.00 Estate Insolvent AMOUNT OF TAX DUE 105.79 o If you pay the above amount within three (3)months ;of'the date of death of the decedent,or on or .before Mtw.18 19 70 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the date'of death and,in addition to the tqx,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of ASSESSED BY:_ Estate mao1vent I$ (Agent for the Commonwealth) 105.79$ *If the tax is not paid by the above date additional i~terest is due at the rate of 6%per annum until paidr.TO~AltMOUNT DUE APPR AI SED BY:~=-~~_C__L...:.....:...::::.;_~~..e.=-t/_'-- {Inheritance Tax A aiser) 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: Amount Paid :~... Official Title 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 below the date paid,name and address 'of the persol1'to wh~m you made payment,their official title and the amount. h .,,-'- Date!Paid Name and Address of Payee t II··"Unde.r 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 ydu 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 .asse~sment of tax. i THE !THREE TESTS WHICH MUST BE MET ARE THAT: ~.1 -You were personally legally responsible for these debts,and 2-Y~~_actually paid these debts out of the account or property described above and can furnish proof of;such payment,if required,and, I3 -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 thed~cedent or any other transferee. I SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 2-24-70 F'erRuson Funeral.Home Funeral ~xpensea J.,jGu.uu ! l I. , I TOTAL $1,320.00 (attach separate sheet if required) / COMMONWEALTH OF PENNSYLVANIA) -SS: COUNTY Of'W~ I,ez..,2 ~he'eby c;t,fy .~••he lo,.gf!ng ;S 0 j"S'ond '"e sto'emen'01 funeral expenses and other debts of the decedent,c ~J /T ~,for which I was I.egally responsible and which I did payout of the property herein taxed.I further certify,that to the best pf my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AtID SUBSCRIBED BEFORE ME THIS .....2"'-o-,;~=-_DAY OF-i=~192£.~rAA.·.~_MA~a~~~ ~fJ&d= 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! have allowed deductions listed above in the total amount of $• Date of Approval:_ Register of Wills Form RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT'"-." DATE X.E:l.p..:r.:~c.t.:r.:y ?.9.l ~.9.7.9 . COUNTY .v.J.~.~.~.~.~€?~.?.~.. FILE NO...93..::.7.Q.:::.?Q?. Whereas..H.:r..§.~g9.~h§!.J...r..~G.9..+.~.~late of 1i?!1:<:>.~8..a.:~.~.~.a.:. in the County of ~~~~~.?!.1:Commonwealth of Pennsylvania.having died on the J.$t..h day of f.~..~!.~..ry:1979.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I W.R.Chaney an appraiser duly appointed according to law,,.......................................................'.....;..........,................................................,..............,• I 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ JT.HELD: Jt.Bank Account #31559,held in the WESTERN , PENNSYL\'ANIA NATIONAL BANK,MONONGAHlEA,PENNSYL\ANIA, In the names of ARCH TALBERT or MH.S.HACHEL TO COLAS. Opened,Sept •26,1962.Balance as of date of daath 1.410.60 705 30 ---- - Total 705 30 ESTATE INSOLVENT formf;V;;:~hbl::~:t,:'Wl>rl1~~~..I~::~:;o~~•.~~t=:;~:;~..":?e~~•..~~..~~ Appra' ··,..·,,··..·········..·····,·········Z·,·····'·~..~d..·St~~·~·t·;·········,·,,·,....············....·..········..··....·..,....~"'-'(J"-·:'ir;;;..;;;·"···.,·.···,.,·"·""'·,·,.""'."."'.Penna, WASHINJ-TON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS.RACHEL T.COLAS Deceased. Late of MONONGAHELA Date of Death,X~l:>T~~.Y J.~..L.J.9.7.9.. Appraisemel!t Docket Vol.,. Page,.No.63-70-202..\ t Filed in Register's Office,F..~.t.>~~Ey..3?IJ9 ...7.9 Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ltt Appra-isement,. Appeal f1'om Appraisement,. Entered and cJwrged,.