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Home My WebLink AboutOC1970-0373 - ESTATE OF MARTINDate:__----:F~e:::.:b:;.=r...:::u:::ar:...y'__..:.:2~7.L,_.:l=.;9:...:7_=O:......___ County ~_ia:-8_h_i_n.:::::..._gto_n _ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRAT},ON MARY E.ROD EBAUGH 295 HAYES AVENUE TO:'--....:.::;=:-.=..::.....::.=:..:==.::.:;.------ RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION WASHI~TON,PENNSYLVANIA 15301 County File No.....3%-~0 -, Bureau File No.~..:l-70 dlZ-.1 We have received notice that,ar~QfrJUUtxac£(j<lBK~<U<XX.'{Xx.xxx.x:xXXXXXXXXXXXXXXXXXX.xXx.XXXx:XXXXXXXXXXX on February 14 19...1Q.,you came into ownership of certain property throughXl'jG£XdiXsi~Ki<P\X~ yuwfm~mn~~~mKX transfer fran,JOSEPH MARTIN,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.Sayinss Account #5549.held in the MELLON NATIONAL BANK AND TRUST COMPANY,WASHINGTON OFFICE,\'iASHrNGTON~PENI'S YLVAN lA •In the names of JOSEPH t-l.ARTIN or MAltY E.ONESKO RODEBAUGH.Opmed August 30,1960.Balance 8,S of date of death.$341.88. appraised by the Commonwealth,as of the date of death,at $341.88 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 $_-=1::.L7=O':...J!:9=4 _$-------- AMOUNT OF TAX DUE 10.26 D If you paythe above amount within three (3)months of the date of death of the decedent,or on or before Nay 14 19 70 you may deduct a discount of S%of the amount of tax due,or ____'2~_ o This tax became delinquent,fifteen (lS)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 TOTAL AMOUNT DUE $10.26 $-================= APPRAISED BY .\'~,}----j-\-~~~~~~-- .raiser) ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the '&afe'pctid,name and address'ot.the person to whom you made payment,their official title and the amount...~:.":;",,.".',"• .J ••,~.•'<: _. Date Paid Name and Addr"~ss .of Payee•Official Title Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the prC?per!y in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAl-$ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 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_. Si gnature 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 $.• Date of Approval:_ Register of Wills .......................,Penna. Fonn RCC-2· COMMONWEALTH OF PENNSYLVANIA DATE Ap.E.~l 7.1970................................-.. Hp'A.R'VMENT OF REVENUE RESIDENT INHERITANCE TAX ......W.~..~..htng:t.Q.n...............COUNTY ..................,BUREAU OF COUNTY COLLECTIONS .. 17127 APPRAISEMENT ......-',FILE NO...........?..~.:.?...9..:..~.?.}................HARRISBURG.PENNA...........,........... I Whereas,JOSEPH MARTIN WASHINGTON.....................................................................................................................................................late of ...................................................................................................... .WASHINGTON . . .m the County of ................................................................................................................................Commonwealth of Pennsylvama,havmg dIed on the ..........................................14..1::.h.....................................day of ........................~.~.~~'.l.~E.Y.....................19.........7.'Oseized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.............................1'l..•......R........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. I Unit Appraisement Description of Asset Values Made for In herllance Tax Purpoles I $I JT.HELD PERS.: .. Jt.Sav.Acct.#5549 held in the MELLON NATION ~L BANK,'vASHINGTON OFFICE,'vASHINGTON,PA.,in the names of I JOSEPH HARTIN MARY E.ONESKO RODEBAUGH.Opened 8-30-60or Balance as of date of death,$341.88 One-half taxable 170 94 , i I Having been duly sworn a~~ing to law,I do hereby certify that the above appraisement is made in con- formity with law on this ....day of ..'A.pril~~19 70. ....................~praI8~r....... (N\Jmber and Street),\TASHINGTON (P08t O/IIee) ..........................WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH MARTIN Deceased. Late of Date of Death, 1vASHINGTON........................................................................... Feb.14,1970 Appraisemel!t Docket Vol 38.,. Page,...No..6.3._.7..0-.373 Filed in Register's Office,4-.7-19 70 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal j,.om Appraisement,. Entered and charged," ( t 1I i \ I II 1 I I\\ II II I 1I: II l I,Joseph Martin,of the City of Washington,Washington County, Pennsylvania,do make,pllblish and deolare the following to be my la.st will and testament: 1.I give,devise and bequeath all of my property,of whatsoever kind and wheresoever situate,eqy:al1y'to my six children and one grandson as follows: Arthur Martin -son James l.{artin -son John Martin -son William Martin -son Arlene Howard -daUghter Mary Onesko -daUghter James Baum -grandson 2.I nominate,constitute and appoint my son,Arthur Martin, to be executOr"of this will together with my daughter,:Ma17 Onesko as co-executor of this will. In witness whereof I have hereunto set my hand and seal this 29th day of August 1960. .The foregoing will,consisting of one page,was signed,sealed,/ Published and declared by Joseph Martin as and for his.1a.st will and testament in the presence of us,whe,at his request,in his presence and in the presence of each other,have hereunto signed our names as witnesses thereto. Name Address Name Address .! .-' R CC-43 (5-65) ,r'/<,~, COMMONWEALTH OF PENNSYLVANIA r.S1£Cf'1l£f) DEPARTMENT OF REVENUE _...OllffT)'gE.4lJ ew HARRISBURG ;i-~OllECTIO ' IfB /8 ',\~: 848 PH '10 J 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 t2el1ob National Ba\pk and TrustcampMY ADDRESS 40 SCmtb t2ain Street Waabjngi:OJ'l,'a.1$3Q] ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT-..Iff#.al;tA4~e~8&:1Q·'R/M!,IIn'-;'8-S -------- NAMES ON ACCOUNT OR INVESTMENT Josepb t2a rttn or Mary m·Oneaka ROdebauBb--- DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ,lOSeph Martin k:v ADDRESS 29$Hayes beQue tla$bi....g+<m.'a-15361 DATE OF DEATH ------"2r/l.....411ljl/~'~OI.------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __~Hat:y='=.;',~E!.L•...;on~e~s~k::.o~Rod~'~eb~au=.:gl!.ih!--_ ADDRESS ..:;:T1~a:=;;sh::.::1n=,:.:.:.i9t;r..;::''::;:();:::ft:.!.,....;P::..;8=.;".::-.--=1:.:::;5.=.3.=.;01=..,--- TITLE RELATIONSHIP TO DECEDENT_--foJn:a:&'~~'flb~t;.cel:a:;:r~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 8/30/60 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$341 ~8A )/0'7/' ~~~4 1970 /0.,;)(;, 0M S .1!10 'S/