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HomeMy WebLinkAboutOC1970-0539 - ESTATE OF BEAGLERCC-134 ( 1-69) COMMONWEALTH OF ·PENNSYLVANIA •· DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERfTANCE TAX APPRAISEME~T AND ASSESSMENT OF ASSETS NOT SUBJECT 'tO AOMINISTRATION Date: ___ M_a....:::y_2_1,.!.., _1_9_7_0 __ / TO: MRS. MILLIE SPARKS S HIGHLAND AVENUE WASHINGTON, PENNSYLVANIA 15301 County __ .....:W..:..::.~::.:..::S..::.:H:.::.IN:..:..G:...::T:...::O:.:.:N~--- County File No. ________ _ Bureau File No. __ b....;;.,J._-'--/!-~_-_o_-_3+9- 1 We have recei'ved notic·e that,·-~XXXXJ'YY on · March 6 19_10., you came into ownership of c.ertain property through _.· . · , transfer from ROBERT BEAGLE, 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 • Sav. Acet,. held in the FIRST .FEDERAL. SAVINGS f.t J.QAN ASSN. OF WASHINGTON, WASHINGTON, PENNSYLVANIA in the names of MRS. MILLIE SPARKS or ROBERT BEAGLE. Opened 1·12•68. Balanee as of date ot death, $15.287.21 ' .. :- appraised by the Commonwea I th, as of 'the date of death, at $ 11 t 287 • 21 SO % of this amount is taxable cit 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 dot f death of t!J,e dec~dent.~ or on or . before v19 7rJ you may deduct a discount 5% of the amount of tax due, or. · 0 This tax became delinquent, fifteen (15) months after the date ofieath and, i_n addition to the tax, statutory interest at the rate of 6% of the ta~ per annum is a[so .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 · $ ORIGINAL ASSESSMENT $ _--!.7-L. 6~4=3~. 6~6!:.--. - 458.62 22.93 .----------- 458.62 AMENDED ASSESSMENT $--_,;.7-L, 6:...:4=3:..:... ~66::...·- 1,000.00 6,643.66 398.62 19.93 398.62 $ -================ 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. Mai I or bring it to: """•u • · £U THE COMMONW6AbTH COURT HOUI£ WASHINGTOfJ, PEtnJA, ~ JIJOJ. 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 dote paid, nome and address of the person to whom you mode payment, their official title and the amount. Official Title Amount Paid Dote Paid Nome and Address of Payee t' • .. 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 computa'tion ol 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 debt,s 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: l -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 some debts ore 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 RenaYtnent of Loan to Mot)ler tor dAt~dlters sehoolina: TOTAL (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF: WASHINGTON SS: Amount Paid .a.,uuo.u~ $ 1,000.00 I, MRS. MILLIE SPARKS hereby certiM t~t the forea2wg is a just and true statement of funeral expenses and other debts of the decedent, OB RT BEA ·LJ!;. , for which I was legally responsible and which I did pay out 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 ___ . 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 aJiowed deductions listed above in the total amount of $ • Dote of Approval: _____________ _;__ Register of Wills COMMONWEALTH OF PENNSYLVANIA §f.J,,AJ/J/Ig£/~f. 0 DEPARTME'NT OF, REVENUE t:ft:~t, t f:~z.YI Qf:" HARRISBURG h#l! /! , Efl:~;0Ns RCC•43 (5-65) l\nNh 13 1970 J) )14!! ?g 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: Pittsburgh tlat1onal Bank NAME OF REPORTING \iashingt.on Office FINANCIAL INSTITUTION -:6~~:-':Ma~in~St!i.::. ~----------­ Wanhington Pa lS301 ADDRESS _____________________________ __ ACCOUNT NO. OF JOINT I TRUST OR INVESTMENT DEPOSIT Savings 1129WJ6 ------------~----------------NAMES ON ACCOUNT OR INVESTMENT f.tro HUlie :Sparks or 8obert Beaal.e DECEASED JOINT DEPOSITOR, Robert. Beagle TRUSTEE OR INVESTOR ______________ ~-- S Higbland Ave ADDRESS ________________ ~~~c~'~~.1~~~·~QAD~e~a~l~§~~~l~·-------------- DA TE OF DEATH 14arch 6 1970 SURVIVING DEPOS.-:IT=o=-=R~,-------..:...:...---------- BENEFICIARY OR INVESTOR --~f"~fl!iW~!'t'lJ.:I::i1 !n~"ttt~-r~titr'fl-,/-ks-· -------- .ADDRESS ____________ w_a_oh_m_~ __ on_P_a_l_53_0_l ________ ~----- RELATIONSHIP TO DECEDENT Mother DATE DEPOSIT OR INVESTMEN--=T--------------- WAS ESTABLISHED November 12 1969 BALANCE, INCLUDING INTER!~? 25 DUE, AT DATE OF DEATH $ __ 1 __ • _____________ ...;._ ~111910 j --- RCC-134 ( 1-69) C£MMONWEAL TH OF PENNSYLVANIA o'f'PA"RTMENT OF REVENUE • BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT i'O ADMINISTRATION TO: MRS, MIJ,I,JE SPARKS 5 HIGHLAND A VENUE · ....... WASHINGTON. PENNSYLVANIA 15301 Date: __ _,Aqpur:..a.:l..~.1~9;z..,,.........]..a9-J.;70LL---- County __ W....:...A_SH.:.....:.;.;:I:..::N~.~..:~"--"Q...:...N ____ _ County File No. __ ._··....,..-------- Bureau File No. --=6-"-!J_._-_~_'21'_. -_~_-_-:3-J.,.f __ 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 Say. Aeet. #29806 held in. the PITTSBURGH NATIONAL BANK, t'IASHlNGTON, PA. , WASHINGTON OFFICE. in the nallGS of MRS. MILLIE SPARKS or ROBERT BEAGLE. Openod ll-12-69. Balance aa ot datG of death, $3.237~25 appraised by the Commonwealth, as of the date of death, at$ 3.237.25 100 % 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 death of the decedent, or on or before l•IOG 6 19 70 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*_· ____ _ l9 __ 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 TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ --~3 ....... , 2~3*'-· 2~5~-----$--------------- -----...9-171.. __ $ 194.23 $ -================= APPRAISED BY: _..,::z.::r..._-4::,..~J!:l.....!;:l~~~:::::.:::.._,. SSESSED BY:-------------- (Agent for the Commonwealth) Make checks or money orders payable to: UCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: "R~l( AU.~ f.S~.~J fOd THE cor:.~.~ON~JEALTli COURT HOUSE t"JASHif~GTON, .PENNA. 15301 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 whorP.. you made payment, their official title and the amount. · · ' . u ·-. . .... '. Date Paid Name and Address of Payee 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 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 ite!llize 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) 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 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 ___ . 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$ --------• Date of Approval: ______________ _ Register of Wills I •. •,o.r. Fonn RCC-2 DEP.ARTMENT OF REVENUE ~ COMMONWEALTH OF PENNSYLVANIA RESID.ENT INHERITANCE TAX DATE ....................... M.~.Y ....... Z.?. .. , ....... l~E.O ................... . BUREAtJ OF COUNTY COLLECTIONS , • 1 ... . .... COUNTY ............. ~~-~-~.~~.?..!..?..~ .............................. . HARRISBURG. PENNA. 1 7 1 Z 7 APPRAISEMENT · ' . FILE NO •.................... §} .. :..?.9.::.:?. .. ~ .. ~ ....................... . Whereas, ........................................ R.P~.~.RT. ..... 13..~AQ~.~ ........................................................ late of ................................. ~A.~.~.~-~~:!.~~ .................................. . in the County of ................................ W.A.$.HJ.NQT..9.N .............................................................. Commonwealth of Pennsylvania, having died on the ................................... 6th ........................................ day of ................... M~.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 .. ~ ...... ~ .. ~ ...... gJ~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. - Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS.: Jt. Bank Acct. held in the FIRST FEDERAL SAVING~ & LOA' ASSN. OF WASHINGTON 2 WASHINGTON, PENNSYLVANIA in the na11 es of :MRS. MILLIE SPARKS or ROBERT BEAGLE. Opened 1-12-68. Balanc4 as of date of death, $15,287.21 One-half taxable 7,64 .66 Jt. Sav. Acct. #29806 held in the PITTSBURGH NA' IONAL BANK, WASHINGTON OFFICE, WASHINGTON, PENNSYLVANIA in th4 names - of MRS. MILLIE SPARKS or ROBERT BEAGLE. Opened 11-12-69 Balance as of date of death, $3,237.25. Fully taxable 3,237 25 TOTAL 10,880 91 - - Having been duly sworn according to law, I do hereby certify that the above appraisement is made in ~B- formity with law on this ................... Z.Z.n4. ............................ day of ............................................ M~Y ............................. ~;,. .......... ~~................ 19 ................ ~ "7 ~·:-: ( Mumbor IUid StreeG ........................................................................ ~f.A.S.l:J.J..N ..... T.QN ....................... , Penna. (Polt Ofllct) I I ................................. WASHINGTON ............ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROBERT BEAGLE .......................................... ················· ························································· Deceased. Late of WASHINGTON Date of Death, ............................ March ... 6 1 .... -1.970 Appraisemel!t Docket Vol., ............... 3..8 .............................. . Page, ......................................... No ....... 9.~.::-:7.9::-::.S..~.~···· Filed in Register's Office, ................... S..~ .. zl.~19 .. .7Q Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, -4 '!