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Home My WebLink AboutOC1970-0499 - ESTATE OF BIZZLE,RCC· 134 I 1·69) ebMMONWEAL TH OF PENNSYLVANIA 1> DEPARTMENT OF REVENUE • BUREA"tJ OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT~~.AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION EMMA EVANS TO: _...,F....,IF'"TtttrH---1S~T'ftRE""II'f'IT'~-EIMXIi!'fiT-.----Date: __ M_a_r_eh_l_2.....:.,_1_97_0 ___ _ County _W._A_;:S....:..:HI=NG~T::....;O::.::N.:..__ _____ _ CHARLEROI, PENNSYLVANIA 15022 County File No.--------,....,.- We have rece;ved notke that,~~:!:!! o~~n~iij~M~a~r~C~h;· i:lliiia19-?~0~,~y~o~u.icame into ownership.of certain property through-~ · ·. transfer from MARY BIZZLE; 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. Th.£LD!;.QQWlC..O'l.,~hicb taJS,.i..s.-h;.teby_£1~~s~sed C<}!ISi~s of: Jt. Sav. Acct. #1867 held in the WE.,-,;JSKN yr.;NNA. NAT Ju BA.NI\, RO~Ou~ OFF1CE 1 ROSCOE, PA., in the names er-- MARY BIZZJ:E or EMMA EVANS. Opened 5·24·61. Balance as of date ot death, $6,072.96 appraised by the Commonwealth, as of the date of death, at $ 6 ,072. 96 __ 5_0_% of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT. LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the date of Jeath 1, the dec~ct;nt, or on or before une 19 •t you may deduct a discount of 5% of the amount of tax due, or D 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 unti I paid $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT 3;036 .. 48 $----------$-------------- 182.19 9.11 182.19 $ -================= APPRAISED BY: ASSESSED BY: ______________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or mc>ney orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: L an executor, administrator, attorney or other persona I representative of the f onwealth, list below the date paid, name and address of the person to whom"' If you have already paid this tax to decedent for forwarding to the Comm you made payment, their official tit le and the amount. / . . · ,.· '. 4 . '""6 ress of-~Pa~e('--Official Title . . . ~ .. Amount Paid Date Paid Name and Add Under certain circumstances, if, aft or other just debts of the decedent, by you may qualify as deductions a such expenditures meet all of the t execute the affidavit, and return th those which he determines to be pr er the date of death of the decedent, you personally paid funeral expenses with funds derived from the property herein taxed, such amounts expended gainst the gross value of the property in the computation of tax due. If any hree following tests, it is recommended that you itemize the payments below, is notice. The Register of Wills will examine the debts claimed and allow oper. The tax w iII 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 res ponsible for these debts, and 2-You actually paid these debts o of such payment, if required, an ut of the account or property described above and can furnish proof d claimed, for tax purposes, by an execufor, administrator or other 3 -These same debts are not also personal representative of the d decedent or any other transferee ecedent handling the administration of the general estate of the SCHEDULE OF DEBTS Date Paid Name of Pa ee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLV ANI A) SS: COUNTY OE _____ _ ) I, ____________ _ hereby certify that the foregoing is a just and true statement of f the decedent, , for which I I did pay out of the property herein taxed. I further certify, that to the funeral expenses and other debts o was legally responsible and which best of my knowledge and belief, t hese same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFO RE 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 $ ·-------co Date of Approval: ______________ _ Register of Wi lis I I Form RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .. HARRISBURG, PENNA. 17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT • ~ c • '1.,. DATE ........... ... ~y .J...$, .. l97Q ...... . COUNTY ............ WASHINGTON ................ ··· ············ ··· FILE NO ....................... 63.~7.fb4.99 ....................... . Whereas, ................. MARY ... BIZZLE ............................................................................................. late of ........ GHARLERO.I. .......................................................... . in the County of ................. ··WASHINGTON ........................................................................... Commonwealth of Pennsylvania, having died on the .................................... b.S..t. ........................................... day of ................... ~.:r..~h ......................................... 19 .. 7.9., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................. w ..... .a ..... C.HJI.NEY ...................................................... , 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. Description of Asset JT. HELD PERS • : Unit Values $ Appraisement Made for Inheritance Tax f'urpous --------------------·------------------------------------------------+-------~--------+----- Jt Sav Acct #1867 held in the WESTERN PENNA. NATt BANK, ROSCOE OFFICE, ROSCOE, PA., in the names of MARY BIZZLE or EMfiA ! ,----------------------------------------------------------------------------;--------K----------~---- EV:ANS. Opened 5-24-61. Balance as of date of death, $6,072.96 One-half taxable 1-------------------t------tt-----------t-- GROSS VALUE D. & D 1,788.00 Clear Value 1 2J.~ .. L.8 Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with Jaw on this . .. ...... ... .~$th.. .... ... day of ..... ... . . ............ .. ....... . ...... ~Y . .. ... ...... . .. ~··· ...... ~ .. ;~ ........ .19.79 .. . ::::··::::::::::::: .. ··:::::·:: .. ::··::::::::::::::::::. :::.::: .. ::.:~::: .. :::.::.:::::::: .. :··· .... ::~!!:::::·:::.::~~:~,~~·~~::::::::: (1'1\Jmber and Street) ··U····· .. ...... .. . ................. WA$Hl.NQ'l'ON... .... ......... . ... . . ................... , Penna. (Post Of!lee) .... WASHJ.NG:'r.ON. .... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .MARY .. BIZZLE .............................................. . Deceased. Late of ..... GHARIEROl ................................................ . Date of Death, ···············Mareh···l;;· ·1970···················· Appraisemel!t Docket Vol., ................ .,3B .......................... .. Page, .................................... No ....... 63.~7~4.9.9 ........ . Filed in Register's Office, ........ ?~J..:-?. .............. ,19 ... 39 , Amount of tax due $ I , ............................................... .:,···········"''"''"' DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, '; • • RCC•43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENf:.PF REVENUE HARRISBURG Ji.larch 4~ 1970 NOTE: TO BE SUBMITTED IN'TRIPLICATE Pennsylvania Department of Revenue Bureau o,f County Collections 26. S. 4th Street Harrisburg, Pennsylvania Dear Sir: RECEIVED BUREAU OF COUNTY COLLECTIOt{s MAR 9 9 07 AM\ '10 '\ .. '.\ '\ . I ! •• ,_ ' ... _;.-· \. , .. \ \ Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING . FINANCIAL INSTITUTION l>leatarn Pennsylvania UationaJ. Bank, Roscoe Oi'f'ice ADDRESS Furlong & Hollard .Street&, Roscoe, Pennsylva¢.a 15477 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT __ sa:_:v1n----=g:::...s__;#_l_86_7:___ _______ _ NAMES ON ACCOUNT ~fary I.~izzle or .. Emma Ev'ans OR INVESTMENT __________________________________ ___ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ___ M_ary__::__B_lz_z_.l_e ---------- ADDRESS ______ F_i_f_th __ S_t._illx_t_.~, ____ Ch_ar_l_e_r_oi~1~P_a.~l~50~2~2--------------- DATEOFDEATH_~_~ ___ h_l~~-1~97~0 ________________ _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR hn Evans -------------------------------------------------------- ADDRESS ________ F_i_f_t_h_S_t_._~_,_._, __ ~_~ ____ ie_r_o_J, ____ P_a_._l_So_2_2 __________________________ ____ RELATIONSHIP TO DECEDENT __ n_a:_ug_h_t_er_· ------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED __________ !-_·la;_Y_2_4_,_l_9_6_1 _________________________ _ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH$-----=-~"-+---~------- . ' \ . ., . \ '