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Home My WebLink AboutOC1970-0433 - ESTATE OF PRESTON-:..i'_ RCC-43 (5-65) ,. COMMONWEALTH OF PENNSYLV,sls]ttIVEO .DEP~JME.~n OF REf&NNr;~EAU OF .'HARRISBURG aLLECT/ON,·,Ani /1 '""... " 8 45 AH ',n"",:.,Iv,._,·.,t 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 INSTITUTIONaal.loa Batlo...).Jia".'1'"'1'Oompaa, ,~...,~ ADDRESS MaM 8=.010$it••,IUS.".'-.,'a e.lS021 ACCOUNT NO.OF JOINT,... TRUST 'OR INVESTMENT DEPOSIT---:-~2..1S~--=)J.;pl.ll;29~.----'-----'---'------ NAMES ON ACCOUNT . OR INVESTMENT ReMdl.:'Malton O •Gl'!aC.',,8ten DECTERAUSSETDEEJOOINRTINDVEEPSOTSOITROR'b·b."".......7/~~Oh ..,,;....$811JOtl ADDRESS 1 PlneS,net.Burse'teton,fa.lln2). DA.TE OF DEATH -~4.y"."'-liJ,'~.'4J70",".---------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __.....:G:~·»aU:!·'·~eze-:r:::.."p!:..::e~s=utD!oC!:!n'--__---,-_ ,ADDRESS~'lae 8,.._"a_"8".,le. RELATIONSH IP TO DECEDENT __---:-.-II)Hl8~..it:f:Rla'54.".L'_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ..-it..)O BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH $---,·~6~'4eJ"'.'9!J..'·----------- .1 \, BURGETTStoWN,PENNSYLVANIA 15021 RCC-134 (1-69) ~.. ..COMMONWEAL TH OF PENNSYLVANIA 'b~ARTMENT OF,REYENHE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:GRACE PRESTON 1 PINE STREET. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS "'.9T Sl4.F3J EeT TO ADMINISTRATION ,.'oJ Date:April 16~1970 County WASBINOTON County Fi Ie No.__..3_F._-_(;;..",,;;;,..t_-_~...;;;;...__ Bureau'File No,~.:J -20 '\"&~; We have r~ceived~oiice thati~~~~~~~~~X~X~Xr~XX~~ on ..19~you came into ownership ofcertain property through I ...'...mDlbJmmm,,~.~..tt...lmJ!tranS'.'from ROBERT D;PRESTON,»eel•••4. Under the Inheritanc~and Estate Tax Laws of the Commonwealth of ~ennsylvania such transfers are taxable' and the liability for the payment of the inheritance tax due is'imposed upon you,as transfere~")""'"~., The ~roperty on which tax is hereby assessed consists of:Jt.8Ime AGct~I!U..$521 belel ill the MELLON NATIONAL BANK,BURGETTSTOWN OFFICB,BURGETTSTOWN f,pl.t In ,the .-.,.f ROBERT?PRES1QN Ir ORA,OEPRESTON '.,'ori~i\.c1 4'.20.30.'81.ta.,e aj of elate 0'. deatb,$64S",6Jk', , aplHaised by the Commonwealth,as of the date of death,at $64S.65 SO %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 $-------- AMOUNT OF TAX DU E It.Sf o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before'J.July Q '.19,7'1 you may deduct a discount of,5%of the ~mount of tax due,or 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 $-=============== (Agent for the Commonwea Ith) $ ASSESSED BY:--:-_ 'klf 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 ,APPRAISED BY:--=::::~===.~:::.-..:....>I-t!l~~,~::::::::-,,~~~~~~=- IN UCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Ma iI or br ing it to: If you have already paid this tax to an executor,administrator,attorney or other personal repr~sentdtJve of the decedent for forwarding to the Commonwealth,list below the date paid,name and address oft~e person to whom ,.. you made payment,their official title and the amount./.<~,-,_,t¥-- 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 aga1nst 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 t·ax. 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 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 Si gnature 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 $" Date of Approval:_ Register of Wills ---- Fonn RCC-2·"~PRILCOMMONWEALTHOFPENNSYLVANIADATE 22J~'1970........................................................................,..........,......DEPAitTMENT OF REVENUE RESIDENT INHERITANCE TAX.COUNTY WASHINGTON BUREAU OF COUNTY COLLECTIONS ..................,...........,.................................................... HARRISBURG:PENNA.17127 ",..~PJlAISEMENT FILE NO........6.3......7.0.-.4.3.3.............................. Whereas,...............~.9.~.~BT ....P...~......~~~.§.:;r..Q.~.............................................................late of ....................P...lJ..RQ~T.'I.'.$r..Q}m ..................................... in the County of ....................'~A.~.~J.~.QT.9.N ..........................................................................Commonwealth of Pennsylvania,having died on the ........................................Q.t.:.h...........................................day of ............Ap.r..~.l............................................19.......7,9 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................................1v..........R........CRANEY.............................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ JT.HELD PERS.: Jt.Bank Acct.#215-3529 held in the MELLON NATIONAL BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA., in the names of ROBERT D.PRESTON or GRACE PRESTON. O"ened 4-29-30.Balance as of date of death.$645.65 One-half taxable ~22 RR , I , I I I I i Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ...."............22nd.......................day of .................................................April.........•......•..•............•.•..•.....•.••.....•............19 70 ... ........,....,..................................................................................................•.•.. Appraiser ...................................................................................................................................."............... (N\Jmber and Street) ...................,.,.......··..·..·..WASHI .'Gbl~~""......................................,Penna. JiA.sH:rN.G:1.'9N..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROBERT···D.····PRESTON···················Deceased. Late of . ....BURGETT.STOWN..... Date of Death April 9.197·0....···· A ppraisellzeI!t ;~;~~.;...;~.~;.~...::.:...::.:::..:..):~:.:::....::::.::::'::':.:.:. Page,..No.....6.3-.70._.4.3.3..... Filed in Register's Office,~:p.~.~.~t~.:..1970 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut A ppra.isement,. Appeal f"om Appraisement,.. Entered and charged,. ~ " ,