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Home My WebLink AboutOC1970-0258 - ESTATE OF RICHIER C C·4~(5-65) ~"" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylva'nia 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 W'et$ern Pet...lat'l Bat'k ADDRESS Fourth &HalnSt.,Monong~ela,.va.lS~3 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT S~'Vi.J)gs Aocout IJOS01l NAMES ON ACCOUNT..OR INV ESTMENT Albert R1chtet orD.vid Richie or Sarah O·Bl'i$n / DATE OF DEATHJanuary 21,1,970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR David R1eM.or Sarah O'Bnen ADDRESS U6 Vietor St.Ookeburg,Fa. RELATI ONSH IP TO DECEDENT--.-SOD_·"_"_aD.....d_D_·a:.....u.gh:::::;,.;;..:te..;:.;r;...··.·_ DATE DEPOSIT OR INVESTMENT'1..l'.L WAS ESTABLISHED dUne.•9",1 v BALANCE,INCLUDING INTB~:T--- DUE,AT DATE OF DEAT $.3:;;..o~,.....O()...:.S......04;:..:;·~·-+-------:r-----~--------- ./~. DECEASED JOINT DEPOSITOR 17TRUSTEEORINVESTOR_n_»e__rt_.-R1_c._Jd_e V~---_ ADDRESS U6 VlckrSt.;Cokeburg,1'8.. RCC-134 (1-69) COMMONWEALTH OF PENNSYl,.VANIA DEPARTMENT OF'REVENUE 'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NpTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:SARAH 0'luttEN 1,],6 VICTOR STRUT Date:Februafy2Q.'1970 County WASHINGTON County File No ......:J'%-S¥-/ Bureau File No.{3-70,.:;2st1 We have received notice that.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on_,--1 .".19-#0'you came Into owners ip 0 certain property t roug .. transfer :from ALBERT RIeHm.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..Sav..Aeot,'#30S04 beld in the WESTERN PENNA.,NAT,!'L.BANK,MONONGAHELA OFFICE,MO,NONGAHELA,Pi.,ill the appraised by the Commonwealth,as of the date of death,at $30.005.04 1'3 t of this amount is taxable at the rate of (;% ,.'.'ORIGINAL ASSESSMENT DATE OF ASSESSMENT:1/3.0f 30,005.04=10,001."6...=8:-..-_ TAXABLE AMOUNT i of 10;001 ~68 $5,000,84 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $-------- AMOUNT OF TAX DU E 300.05 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr.27 19 .7Otou may ded.uct a discount of 5%of'the amount of tax due,or ,______l5.-.D.o._ 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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid CllONS TO TAXPAYERS $=================300.0$ (Agent for the Commonwealth) $ ASSESSED BY:-'--_ TOTAL AMOUNT DUE ?l APPRAISED BY:-O~~-4-~'-dl.~~'*1-- 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: "R~H!'JJ,.~ Autl'"dlJ TNE COf,1r..1ot4wE/U:TH COURT HOYOE \VASHINGTOff,Pgnfl41 j§Jlli If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below the date pa id,name and addres.:"_of th~person to ,.whom you made payment,their official title and the amount.r'•,',''..0 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 y~u itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine'the debts c1aimed'.and allow those which he determines to be proper.The tax will then be recomputed and you will receive a'~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 pr60f 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 dec;edent h,andl ing the admin istration 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 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 $--------0 Date of Approval: Register of Wills Date:_--=F:....:e:..::b:..:..ru-=a.=.:n:....z.......;.~2:.=.O.L.--:1~9~7~0:....-.-_ County _-=W~A=.:::S~I11:::::.N~G~T:....:O=..:;N=--_ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECT TO ADMINISTRATION COKBBURG t 'PENNSYLVANIA 15324 TO:_-::;D..;;.;;A~VI=D=--'.::..:;RI:::..;O;...:.;H=IE::...-;.... 116 VICTOR STREET County File No._ Bureau File No._ ~e have received n~tice that,~~~~~~~~~~~ on'January 27 19--10 you came into ownership of certain property through •.,, .'.'" transfer'from ALBERT RICHIE,DBCEASED.'., RCC-134'11-69) COMMONf/EALTH OF PENNSYLVANIA ,DEPARTMENT OF REVENU"'E bUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 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 pr,operty on which tax is hereby assessed consists of:Jt.SaY •Aeet •#30S04he1d 1n the WESTERN PENNA'.NATtL.BANK.MONONGAHELA OFFICE,MONONGAHELA,PA'.,ill the names of ALBERT RICHIE or BAVID RICHIEol"SARAH O'BRIEN.Opened 6-,1.-61. Balartce 'as of date of death~,$30.005.04 appraised by the Commonwealth,as of the date of death,at $30.005.04 l/3r~f this amount is taxable at the rate of 6 % 1/3 of 30,005.04=lO,001.680RIGINAL ASSESSMENT DATE OF ASSESSMENT i of 10,001.68 TAXABLE AMOUNT $5,OOO~84 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $-------- AMOUNT OF TAX DUE '300.05 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr.27 19 70 you may deduct a discount of 5%of the amount of tax due,or 15.00 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 *If the tax is n~t paid by the above date additional interest is due at the rate of 6%per annum unti I paid ' (Agent for the Commonwealth) APPRAISED BY: ')TO~}AMOUNT DUE.$300.05 $=================J.ffiL.ASSESSED BY:_ (Inheritance Tax Appr '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: "' 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 person to.,whom.;- •llo _ you made payment,their official title and the amount...a ,'" 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: .~, I 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 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__ 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 $--------1) Date of Approval: Register of Wills Fonn RCC-2 •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX.'" APPRAISEMENT DATE NAR9.H.J&.,J..~.?.9.. NTY 'vASHINGTONCOU . FILE NO...6..3.""..7.O'.~..2.5..8............ Whereas,A.1.~~.~T.~J..9..ff.J.~late of 9..9.I\~~.V.RQ . in the County of J~4..$:I:l.INQT.QN Commonwealth of Pennsylvania,having died on the 2.7.th day of J..a.nu.a.r.y 19 .7.0,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,'v.R.CHANEY appraiser duly appointed according to law,......................................................................................................................................,an 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 de·cedent 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 Description of Asset Values Made for Inheritance Tax "Purposes $ JT.HELD PERS.:.. JT.SAVe ACCT.#30504 held in the WESTERN PENNSYLVANIA NATIONAL BANK,~mNONGAHELA OFFICE,~1ONONGAH 8;LA, PA.,in the names of X.X ALBERT RICHIE or DAVID RICHIE or SARAH O'BRIEN.Opened 6-1-61.Balance as of date of n~:l1-'h $~()()()~()4 ()n~"",+'h;,..~+!:lV!:l'hlo 10.001 68 I .. I IHavingbeendulyswornaccordingtolaw,I do hereby certify that the above appraisement is made in con-I formity with law on this ..................16.t.h..............day of ................................................................:?~......~.=.......19 .70..I ............................................................._..~.......:'Z::................................ Appraiser .....................................................................,..................................................... (M'umber and Street) ............ ...............········WASHI~9ot<m~~·;·...............,.....................,Penna. 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··ALBERT····RICHIE····························Deceased. Late of COKEBURG Date of Death,JANUARY 27..,.1970 . AppraisenIel!t Docket Vol.,3..$... Page,..No .§.;3..~.7.9..:::.~.$...e... Filed in Register's OfJi.ce,..M~:r...~J..J>..J9 7Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. <, :