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Home My WebLink AboutOC1970-0228 - ESTATE OF WEST~.......-..,. WASHINGTON,PENNSYLVANIA 15301 OFFICIAL NOTlce-OF,INHERITANCE TAX APPRAISEMENT AtifO ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION R CC''4l34 (1-69) --COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION I , .TO:__TA..lUt..UOa:;MA_SIhL..·--l!lWEUli·IM.ST4.J1~_ 19 VICTORIA STREET Date:__..,~m(anr!G1c..h~20;;;;1'n..l_9...,.70 _WASHINGTONCounty _ County File No._ Bureau File No.__6_3_-_1_0_-_2_2_8 _ We have received notice tha.t,~••iltl~'IIIO\il(QnYD on February:2319 10,you came into ownership of certain property through __15~ _uriaste..from l.IZZIE WEST,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 ~pon you,as transferee. Th~property on which tax is hereby assessed consists of:Jt.11&14 Series "8"Bonds in the _Safe Depoait Box intu )jJLLON NATIONAL BANK,WASHINOTONOFFIClf~ASHINGTON,PA, -<'eld in the Dames of IIUX 1.IZZIE WEST OR THOMAS WISt.(1),500.00 POD and (2l$~qo?,.OO.(l)purchased 11.65 and W2-S9.Value as of date of death jAee.(1)Fu11r taxable and (2)Oo,.balt taxable.Jt.Say,Acct.heldln-tt Fira~~ra~~~'bY~:Co~m~nO~~ith,i~~~~~d~~~::at~,a:~d.many yrs. ~of this amount is taxable at the rate of 15%% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $__'..:-t 4O_·_6__1_'__ 1,110.92 $-------- o If you pay the above amount within three (3)months of the date of d~ath of the decedent,or on or before May 4'3,19 '70 you may deduct a discount of 5%of the amount of tax due,or 55.51 o 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 TOTAL AMOUNT DUE $ ASSESSED BY:_ (Agent for the Commonwealth) $:::::::============== APPR AISED BY:~~'--1.~:::::2:~~::::;t.+-- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of tile decedent for forwarding to the Commonwealth,list below the date.paid,nome and address of.the person to whom".. you mode payment,their official title and the amount.-". Date Paid Name and Address of Payee Official Title ,Amoun't 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 t~sts;it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine th~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 personal 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 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 whic;:h 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 $--------11 Date of Approval:_ Register of Wills DATE M~.Y..ll.."l~7..Q . COUNTY w.A§.B:~n{Q!.9.N. FILE NO ~.~.:..?.9..:..~.~.~. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHE-RITANCE TAX APPRAISEMENT Fonn RCC-2 ~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 ~._----------------.--,-~-~---~~-,.-~~~~--------------"""";'!\,....",••;").\.".~l:<_.,~:,i:' Whereas,LIZZIE ,WE.ST late of .lVASHINGT.ON . in the County of y.r.A§JJTN.Q.T.QN..........................................................Commonvvealth of Pennsylvania,having died on 23rd February 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..a.....R.a.....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 transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo.es $ JT.HELD PERS.: Jtly held Series I!HI!Bonds in Safe Deposit Box -- IN ~~~r,xMELLON NATIONAL BANK,WASHINGTON OFFICE,''lASHING t'ON.PA in the names of LIZZIE 'VEST or THOMAS WEST.(1)$500.00 DOD and (2)$5.000.00.Purchased 11-65 and 2-59.Value as 01:-date of death.$5.500.00.(1)Fully taxable and (2)one-hal I:- taxable 3.000 00 Jt.Save Acct.held in the FIRST .FEDERAL SAVINGS &LOAN.-ASSN.in the of LIZZIE WEST THOMAS \VEST.Open ~d :names or many years ago.Balance as of date of death.$8.812.33 One-~alf 4.406 7 TOTAL 7.406 17 -I , Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-, formity with law on this ....................llth...................day of ........................................................Hay.......................................19......79 I ..................................................................................................................................... Appraiser .............................................................................................................. (ll\Imber and Street) ........................................·····················'~~mw:TON········..·..···.........,Penna. ------------------------------------------------------------------------------------------ WASHINGTON Couuty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~ .LIZZIE JiEST.. Deceased. Late of ...........~A§I.rI:NQ:J.'QN _.__.__.. Date of Death,FEBRUARy..-23.,19'70 Appraisement Docket Vol.,3..8... 63-70-228 Page,No ~ Filed in Register's Office,..........:?~~~."':',70 .r Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wro.te abo.ut Appmisement,.. Appeal It-om Appraisement,.. Entered and charged,.,-..