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Home My WebLink AboutOC1970-0501 - ESTATE OF BINDIRCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVI::NUE , BUREAU OF COUNTY COL.LECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF.INHEK'iTANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO 'ADMINISTRATION TO: GE(VEVIEVE l·fCMAHAN 530 WEST ~fAIN STREET MONONGAHELA, PENNSYLVANIA 15063 Date: April 22, 1970 County WASHINGTON County File No. ~ ;J-Y-h Bureau Fi.le No. 6 .3-?o-0b / 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~rtx. Qn ~hich ta.x j~he.r~bv q~~~~~d-f~nsis.t~-9~1)Jt. Sav. Ae~t .. and Jt. (2) Checking I Ace~. neJ.<1 1n the M~LJ.,UN Ml'!UNAl.. BANI\1 CHARLEROI O'FFlCEt CHt\RtEROl, PA., in the names ot. GEVEVIEVE Mc:lfAHON or MARGARET M. BINDI. Opened (1) and (2) !.n 1956. Bal. (i) $32.120.54 and (2) $12,0?3.25. ALSO Jt. Series E Bonds,in sate Deposit Bolt, $1000.oo.soo.oo aud 100.00 Pur. at various dates_ 2-42 to _ 61. In in the amount of $49,112.04 appraised by the Commonwealth, as of the date of death, at $ 93,306 13 50 % of this amount is taxable at the rote of 15 % 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 dote of death of the decedent, or on or before June l6, 19 70 you may deduct a discount of 5% of the amount of tax due, or 0 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*_·· ____ _ l9 __ in the amount of *If the tax is not paid by the above dote additional interest is due at the rate of 6% per annum unti I paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _ _=:.4~6 ,.....,6;,;:.5=.3 •::_::0._...7 __ $---------------- 6,99?.96 349.90 TOTAL AMOUNT DUE $ 6 '997 • 96 $ :::::::=========== APPRAISED BY, ~~ ----sESSED BY: ______________ _ {Inheritance Tax Appr is {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. Mai I or bring it to: 1(~J/A,U~ AGENT FOR THE COLUot~li!J\LfH COURT HOUSE WASHUJGTON, PENNA. 1~30J 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 mode payment, their official title and the a~ount. • • •· ' ..• ! • Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances, if, after the dote 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 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 requtred) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: ___ . ____ _ 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 pay out of the property herei·n taxed. I further certify, that to the best of my knowledge and belief, these some debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE 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$ --------o Date of Approval: ______________ _ Register of Wills ! l I Form RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ............. May ..... l.3 .. , ...... l.9.7.Q.. . . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 7772 7 ~1 • • 1 Ito< COUNTY ........ ~~-~~~-~Q.':f9.N. ............... . APPRAISEMENT FILE NO ......... ~.~.: . .?..Q.:.§.9.~ ..................... . Whereas, ................. Mr.s ..•...... MARGRE.T ..... M ........ BTND.r. ........................................... late of ....................... MONO.NGAHELA ............................... . in the County of ................... JV"A.SHTNGTON···················································· ............... Commonwealth of Pennsylvania, having died on the .......................................................... 1.6.t.h ..................... day of ................... Ma.rc·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. .•..... R. •...... CHANE:Y ...................................... , an appraiser duly appointed according to law, h. b d. d f" l avmg een es1gnate to make a air and conscionab e 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 Appraisement Description of Asset Made for Inheritance Values Tax Purposes $ '"' JT. HELD PERS.: (1) Jt. Sav. Acct. tJ Jt. Checkine: Acct. held in t e MELLON NATIONAL BANK~ CHARLEROI OFFICE 2 CHARLEROI, PA., n the names of GENEVIEVE McMAHON or MARGARET M. BIND! One1 ted (1) . and (2) in 1956. Bal as of date of death (t) $~2 .120 !i4 ann (2) $12,073.25. ALSO Jt. Bonds Seroes "E" in Safe Denos t ' Box $1000.00,500. 00 and 100.00 pur. at various dates 2-42 to 2-6" Value as of date of death, $49,112.04 One-half taxable 46,6 ~3. 07 ( ~P.P. ~nnv ;:!tr_~l"'"h~in -"'"' . Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ............... J.3.t.h. ......... day of ........................ Hay .................... ·······:7"'_Z·············· .......... 19 .......... 7.0 . ...• •. .. . .. . ----p ................. Appraiser ............. ········· ....................... ( N'umber and Street) ......... ······························· ..... WASHING~N' ........... , ............. ...... , Penna . ... \vASHINGTON.. .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS. MARGARET M. BIND I Deceased. Late of ··················· ··············MONONGAHELA········································· Date of Death, March ··················· 1970 AppraisemeHt Docket Vol., 38 Page, 63-70-501 Filed in Register's Office, .............. §.~.1.::.~ .... 19 ....... ...70 f Amount of tax due, $ ................................................................ . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal fyom Appraisement, Entered and charged, ~