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Home My WebLink AboutOC1970-0342 - ESTATE OF ANDERSONi; I ...@\ ;(~-~;, R CC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA RECf' OEPARTMENl OF'REVENUE COu 8UREA/JED . HARRISBURG NTy COLL£~,, I lOt HAR 26 .3 J·8 (f;~'JiB j NOTE:TO BE SUBMiTTED IN TRIPLICATE '1 ,",1\1' Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir:I' .Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:' NAME OF REP'JRTING :~;'J,,\',1\".••; FINANCIAL IN5TITUTION "eUon NeC'OQal 'Gak @Qd ~u.~C~., ADORESS 40 south Me.,"Street W,ehfnStxaD.2,-15301 . ACCOUNT NO.,OF JOINT, TRUST OR INVESTMENT DEPOSIT 410.i06304 Clu'~k.Q8 NAMES ON ACCOUNT OR INVESTME~T _~8Qrot.i Allt1"~IOQ DECEASED JOINT DEPOSITOR, \'lRUSTEE:ORIN.vESTOR·I ,.,,*s,r.r III An".,roon DATE OF DEATH 3/23/70 . SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR_aaret 8.SUzewiJld .,-,•11 i I"\.,.'l ,~I I :I -" .'I ;',I "TITLE", l.•• NOTE:TO BE SUBMITTED IN TRIPLICATE '.~I .~I.f";~I'•I I,'~,}.'j I. RCC-43 (5-65) COMMONWEALTH OF pENNSYLVANIA RECEIVED DEPARTMENT OF REVENUFtOUHf'r'U~fAU OF , ,HARRISBURG .~OLLECTIONS hAR 26 ~ ',.,\,I 18 PH '10 Pennsylvania Department of Revenue Bureau of Coul'!ty Coll~ctions'",'"',"ii'i ;',: 26 ·S.4th Street Harrisburg,Pennsylvania "j.,!I Dear Sir:~.:I .):'i .~.~.I ~,t I.';.'0 .;: Pursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:",/'.,:: NAMEOFREPORr'iNG ""1""",;:".,,',:':".;"':','<.{., FINANCIAL INSTITUT~9~,I ~~l~Q ~~~~~~~~aI"-~,I~C.,.., ,\.•\•~~.•..'I ~.. ADDRESS 40 South MatJl St"eet W,e8Jdnst'on.pa.'1530~ ACCOUNT NO.OF JOINT,:':':.).<:,'':',"':",' ,TRUST OR INVESTMENT DEPOSrT_.....I6i10111o.:·1i1188~OLllol--:.al.SlJllllliy~i~DlIiI881L·_ NAMES ON ACCOUNT ,"':.',\,",.:''.",";':; OR INVESTMENT Mrl.Mul_et B.Andex.on or .t~~·,):":'.i.'~i!.l.:'~)li/ MeraSUtl.Sli"..ki DECEASED JOINT DEPOS,ITOR;,"":,.:.,.:':'.':'!'':,1' TRUSTEE OR INVESTOR Mr••Mailatet ••AnderloD t'".,',~,,..~i".,f"'':·1 •.·.;;.~!'t ~.\"!-~.,I I.:' , \': TITLE ADDRESS ;59W.Walnut Sqeet WghlDston.'..15301 DATE OF DEATH ---!',+1...2'~/~lOJ-------------- SURVIVING DEPOSITOR,' BENEFICIARY OR INVESTOR Harsaret B.SU.zewakl ADDRESS .....,.........._--- RELATIOl'.fSHIP TO DECEDENT_....I.'!RLIoltemcale.....·-,-_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ....5~/.....31..../..Kl63&.-_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__---!!2.....9.IU2~8~.8u7:....--.:..'......-:..;.;._....;.:.....'.......,._ .~k=. ~ Ao.i.ltant ..._.er· RCC-134 (1-69) COMMONWEAL TH OF,PENNSYLVANIA ,1i)EPARTMENT OF REVENUE .'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT 'AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:J.1arch 31,197C County \'lashington County File No.33'-sY -$I &~-70 -;5;/:0 12401Kingston,New York TO:,....-_~Ha.~rfJftl,;W!r.:.sie!..Ltt ......E!i!.,.L..!::S!.lli....,·'*Z~eJl.t:1S2!;k~i'--_ 163 Tremper Avenue Bureau File No. We have received notice that;~~~. on Harch 23 19..1Q..,you came into ownership of certain property through r~t\~'9r.~~~l1.JiCXXX: ~.iw:m.!.djb~~:M!!~th.ttl~~~w..iwQ(X transfer l'ror.l~UARGARET E.ArJDEilSON ~deceasod. 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 prop'erty on which tax is hereby assessed consists of:Jt.(1)Checki.ng (2)SavlllgS accounts in HELLON BANK,\'/ASHINGIDN OFFICE,WASHIi:GTOI~,PEHiiSYLVMIIA,In tre nemes of HAHGAllh'£l!,. of Date of Death,~)$2,928.87;<I)$455.30. DATE OF ASSESSMENT TAXABLE AMOUNT LESS:<ALLOWED DEBTS ,f NET TAXABLE !'MOUNT appraised by the Commonwealth,as of the date of death,at $3,384.17 ___%of this amount is taxable at the rate of 15 % ..ORIGINAL ASSESSMENTW1/2 Ta;uablc ~)Fully Taxable AMENDED ASSESSMENT $1,919.74 1,575.1"1 344.57 AMOUNT OF TAX DUE 2f!Jl.96 o If you pay the above amount with!!"three '(3)months of the date of death of the decedent,or on or before June 23 19 70 you may deduct a discount of 5%~f the amount of tax due,or ~....0 This tax became delinq'ue'nt,fifteen (15)months after the date of death and,in additio~to the tax,statutory interest at the ,rate of 6%of the tax per annum i's also due as of *_ 19__in the amount of *If the tax i~not paid by the above date additional interest is due at the rate of 6%per annum unti I paid .;,"TOTAL AMOUNT DUE $2S7.96 $=========4:::9=.1=0====== (Agent for the Commonwealth: ASSESSED BY:_ I\praiser) APPRAISED B ,INSTRUCTIONS TO TAXPAYERS Make checks or lTloney orders payable to:To insure proper cred it to your account this Official Notice must accc·mpany your payment.Mai I or bring j-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 you made payment,their official title and the amou~t.~r Date Paid Name and Address of Payee'Official Title .-"'A-mount Paid Under certain circu.mstances,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 o(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 ~...2t;..?0 Bel&.TeleDhonc Telephone Bill 5•.1'1 3..27...70 Ambulance Service ;,::).vu 3....27.70 Robert Hummell Funeral Bill J.,)U/+.UU 3...27-70 Joseph P.Dc.Ha1:'ia ltent .gO.W ~,,"U~70 S..l~hites Sons Grave Har!(~)I'J.o-"vv ;~, TOTAL $1~575.17 (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 allowea deductions listed above in the total amount of $• Date of Approval:_ Register of Wills Fonn RCC-2· DI\PARTMENTOF REVENUE: BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISE'MENT DATE .A.p.r.i1..3..,1..9.7.0 . COUNTY JiA.SHIN.G.T.ON . FILE NO•.....................§.1~.7..Q.::..3.4.~. Whereas,~f~.~gA.~~.T ~..~A.N:P..~R.$..Q.N "late of "."1!lASHINGTON-. in the County of "Ji.A.$HJ.NG..T.QN Commonwealth of Pennsylvania,having died on the ~}~.(~i..day of March "19 7{.\seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:lv...R GHA.~TEY.",'~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. I '.~.Unit Appraisement'Descriptlon of Asset Made for InheritanceiValuesTaxPurpoles $ .T1'J.JRTn Pli'J)~• I I (1)J t.Chp.c-kinO'At"t"1-:11A1('\e.,tu _~1 .....\.C::::..~,../.I.e,001\' ~-......'-I I ~~~ held in t:hp.MRT.T()M MA'1'TtH.rAT nUTT,.T.T'.-.....UH.,.~VH v.r.r .lVC,WA.,H INGTONPA.,in the names of MRS.MARGAFrnT R AN II'.I-l.""i IN ........MAl1~AJ)li''1 'li' ;.... SLIZE1vSKI.Opened (1)9-17-69 and (2)5-31-63 Balanr.p.;l'~, ,of date of death (1)$455.30 and (2)$2q2~.~7 rl )I Fully taxable and (2)One-half taxable I 1 al (7A , , " . GROSS VALUE $1,919,74 , i D &'D 1,575.17 . n~1 344,57 @ 15% • Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this J.r.g......day of .A.pril.................................................................19 70 Appraiser (M\Jmber and Street) ···..···..············..·..····················'vASHI~X~~i ,Penna. ·WASHINGTQN .CoUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of t MARGARET E.ANDERSON Deceased, Late of 1"ASHINGTON Date of Death,}f.a.r~h 23,1970.38································ Apprmsemel!t Docket Vol.:.,. Page,.No.63-70-342.. -.~r Filed ill Register's Office,A.~.~.~19.....7.9. Amount of tax due,$,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal j,.om Appraisement,. Entered and charged,..... 0' j' 'l