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HomeMy WebLinkAboutOC1970-0457 - ESTATE OF HANKPITTSBURGH,PENNSYLVANIA 15227 TO:_--::.;M=R=S-=-._T=H=E=iR,=E=S=A_V.:....:-•.....;.A=L=L=E..;.:,N__ b3393 CHURCHVIEW AVENUE J County File No._ Bureau File No.&:3"';70--46-Z Date:AA.p_r...:.i:::.l-...:....20~,-=1:..:9:.....:7-=O~__ County __--...l.IWI.l.JAu..SwHu.I..J.JNLUG~TJo.I.O.uN _ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION r...RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA _DEPARTMENT OF REVENUE •BU;E~U OF COUNTY COLLECTIONS INH-ERITANCE TAX DIVISION ,.~e have .r~e~ved notice·that,~~~~~~~~~~~~~~~~~~~~~~~~~~_ on Apr11 3,19 70,you came into ownership of certain property through NID»~X~X~~~X¢tlX ~~~~K~X~~XX ,transfer from JOSEPH E.HANK,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 'pr~erty on which tax is hereby assessed consists of:J t.Owned Stock,185 Shares Common FIRST NATIONAL BANK,WASHINGTON,PENNSYLVANIA in the names of THERESA V. ALLEN or JOSEPH E.HANK.Va]ue of stock as of date of death $36.00 per shar,-, Total Value $6660.00 appraised by the Commonwealth,as of the date of death,at $6,660.00 50 %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 $_--:;:..,3L:'3::..::3:....::0~•..::..00::.....-._$-------- "\..,'y--------- AMOUNT OF TAX DUE 499.50 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before July 3,19 70 ,you may deduct a discount of S%of the amount of tax due,or 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 24.97-----------f 11(-·S::; ---------- CTIONS TO TAXPAYERS ASSESSED BY:_ $================= (Agent for the Commonwealth) APPR AI SED BY:-=:....:--LJ..~~~~~4- *1£the tax is not paid by the above date additional .interest is due at the rate of 6%per annum unti I paid 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 exetuto'r>~dministrator,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 amount.:• .-.,p' Date Paid Name and Address of Payee Official Title Amount Paid COUNTY Of _ 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 tile payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow "•~,.)It ~....".r~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 I red) COMMONWEALTH OF PENNSYLVANIA) SS:;.'-).-(".-.. II .._~.~--.'~'\.~ 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 $11 Date of Approval:_ Register of Wills .------------- Fonn RCC-2' ..DEPARTMENT OF REVENUE...BUREA~'-,?F COUNTY COLLECTIONS HARRISBURG.PENNA.17127 'y'.... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....,,A,PTt}....,~,~..?......1.,~.?..9 .., NTY 'vASHINGTONCOU"" '..,,., FILE NO 6...3..~.7..Q.~.4..:?..7...................., . JOSEPH E.HANK'WASHINGTONWhereas,late of , , . in the County of JvA.S.HIN.GT'O.N Commonwealth of Pennsylvania,having died on 3rd April 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,~(~)3:.~9..~A.~X ,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. JT.HELD PERS . Deserlplion of Asset Unit Values $ Appraisement Made for Inheritance Tax Purpoles I-----------------------------------------t------itt------+---- ,'~~. PENNSYLVANIA ln the names of THERESA V.ALLEN or JOSEPH E HANK,Valaue of stock as of date of death,$35.00 pe~ share.'l'nr~.'v~,liP 3 330 00- - Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this 2.9th day of A:Pril I ~nlZ..............19]0. ......................................'Z!:'..,.....~.,.17......... Appraiser (N\lmber and Street) ..,,.,,..···WASHINGTON , , ,Penna. (Post Office) ..... '::;', lvASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH E.HANK Deceased. Late of l'lASHINGTON Date of Death,.APRIL 3..,1.9.7.0 Appraisement Docket Vol.,}.~. Page,No 6..3."".7.0 4.5.7 Filed in Register's 0 ffice,.4.2.9.-71~. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,. Entered and charged,..... '.' \. /"/, RCC-72 (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT J ., DATE May 19th,1910 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for cO'lsent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)185 ahares (b)Pirs"Natio.Qal Bank &Trust Co..(c)_--"C.vooumm.....,o.....n _ (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.)Jt.Owned Stock !iat. ISSUED ON Sept.26th,1969 ,and having a TOTAL MARKET VAILUE OF $....:3:....J.L..::3c..:::3....:c0-=..--=-O..;:..O _ (Date) as of the date of death of the decedent,Joseph E.H6Iak ,on Ap;t:l.l 3r4,1970 (Name of Decedent)(Date of death) who was Iate of_~6~2!...17~M!.!!e!..!!K~.!.!!aI\!:!L~AL!.....!!!.~_~C.!!!!b.c9!B.~r_"!1~e~r~o.!!!.i y!!..!B.!!!JS!!!Jh!:!Jl!!!..!·a!!tlgr..:'b!!..!o~Ja!!!--____'!P~e;!.'!au.u&!It..._....J!lu5r..l!oOUi2Ui21L_ (Street and Number)(Post Office)(County)(State) The securities are registered as follows:Mr8.Therosa H.A11011 &Joseph E.JJuk.~,..Te. (Name or names in which certificates are registered) ADMINISTRATOR)Mrs.Therela u.Al1eo.3393 Church...!••Ave ••Pittsburgh,Pat 15227 EXECUTOR)(Name)(Address) NAME OF APPLICANT Mrs.Theresa H.All•• COUNTY FILE NUMBER (iJ1J~'l'fJ't<Jfry ADDRESS OF APPLICANT 3393 Chul'chview Ave.,, ~burg~Pa..1;2~~/al/), BUREAU FILE NUMBER Same SIGNATURE OF APPLlCAtrrjftItaJ .-....If'LVlU2~7L ~~ NOTiCE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DAT~Y 25th.1970 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the fi ling of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. By (Signatur.~)Register of Wills Washington (Title)(County)