HomeMy WebLinkAboutOC1970-0568 - ESTATE OF TURNER\"W,"
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'.COMMONWEALTH oF PENNSYLVANIA
DEP'ARTMENT OF REVENUE
HARRISBURG
R C C.43 (5-65)
J
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 sub~it the following report:
,NAME OF REPORTING
FINANCIAL INSTITUTION
ADDRESS 6 South Main Street,Washington,:PennfQTlvania 15301
ACCOUNT NO.OF JOINT,
",TRUST OR INVESTMENT DEPOSIT_e~3'--f7~'3~4~36~5~)---'---------
NAMES ON ACCOUNT
OR INVESTMENT Mrs.Mary M.Turner or Miss UaMAn K.Tur~r
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Mrs.Maq f!.TU~
-_..._~
:,~,.,.,,'0"
,.
ADDRESS_-""2...31i:.....F.:lil:lowrU::a.!!I!Il.....HilLbi·__l-i1Dar.....1~valiL--!!Wa!i!ll!suh.L6iLt.,ngIillClt1ooWn+-I -'P,.g'!l......-..4].;l,S)O..''.uJ _
-;-DATE OF DEATH ::-=-.~Ma:e!'.f/-X-'3l.j.,.....lilo.ll9u.70S£.,_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Miss~farian It Turner
ADDRESS _-=2:::.o3~1....!Fl;.,:!lc!:'!!!:£:ra~1~H1""".lwl!r....!!Dro!uil:Uvr.Sfe~Wl!!i!aiil.sbiu.,w.DQiS,WltOll.lnLLPaSl:._..15;z..;3A\,jQu.J__...__-_
TITLE~-~.J\'iQriOtl;re
Kenneth K~ikorian
Platform Assistant
RELATIONSHIP TO DECEDENT,-='M=o.....th=6=r _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED NoyembAr lS,'961
BALANCE,INCLUDING INTEREST *
DUE,AT DATE OF DEATH $__-'l\l,$3eUoll~7....7~5~~2.-::::::-...------_
f!
C,'Yo 'I /73 {g'6 --/0 ,'f;~%
AP,v<L6 5'%/,?lv°((
RCC-.13411-69J
COMMONWEALTH OF PENNSYLVANIA
D"EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
~OF"FltIAl:NOTICE O.f'I~J:iERITANCE TAX
APPRAISEMENT AND ASS'ESSMENT OF
ASSETS NOT SU BJ ECT TO .ADMINISTRATION
TO:_--,--#lU_'...X.....IXAi!UllU·~m...-..a·.aU..1....J:....HuBL.-.,._
MISS MARIAN K.TURNER
Date:·-J!~fJClJl'¥,y-42?l-<:,~·....a]..::I9L4-'1""O---
County __-!:M:L-W.nsa..$J.d,!l.....iDu·>...Ow..Du._
231 FLORAL HILL DRIVE
WASHINGTON.,PENNSYLVANIA 15301
County File No,_
Bureau File No.C:.3 r 70 ~~c?
We have received notice that;~l.U.XXXX:xxxxxxxnXXXXXXXXxxxxxxmXxXxxxu-
on .May 3 "'l9UL-;you came into ownership of certain property through '•.'.'"
~~mn,transfer tr(J~n.MR~.MARY M.TURNER,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 .Bank Account #83...7.343655.held
in the PITTSBURGH NATIONAL BANK_WASHINGTON OFFICE,WASHINGTON,PlNNSVI,VANIA..-r
-In the namA!!MRS.MARY M.TURNER or MISS MARIANK.'TURNER.Opened,Novembe~
15,1961.Bjllanee a-s of date of death,$341.75,
••-.j
appraised by the Commonwealth,as of the date of death,at $341,75
SO %of this amount is toxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$__...1......7.w...3.L.li8.u.a~_$--------
AMOUNT OF TAX DUE 10.43
o If you pay the above amount within three (3)months'
of the date of de~th of the decedent,or on or''
before Augudt 3,19 70 'you'moy deduct a
disc:ount of 5%of the amount of tax due,or
D This tax be~ame delinquent,fifteen (15)months
,,after the date of death an'd,in addition to the '
.t(]x,statutory interest at the rate of 6%of the
:toJ!,per annum is.aho due as of *
19__in the amount of ----------
ASSESSED BY:_
$-==============10.43
(Agent for the Commonwealth)
$TOTAL AMOUNT DUE
,j)'"f!'()/)/
APPRAISED BY\[,,)~.
.(Inheritance Tax pr iser)'
'1::"*If the t'ax is not paid by the'above date additional
interest is due at the rot.e of 6%pe,r annum unti I
paid '
'"......'.
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
this Official Notice must accompany
your payment.Moi I or bring it to:
~€e-#/potfS-/3~
p~9:7y/""
~0,-:7:"....."
J530J
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 bel~w the date paid"",'Ome and address of the person to whom
you made payment,their official title and the alTl.9Ul"lt...0',
•oJ>,."'_
Amount Paid
Amount Paid
TOTAL $
Si gnature of Taxpayer
Register of Wi lis
n
unty,do respectfully report that I
above and can furnish proof
----II
tie
s
or,administrator or other
the general es.tate of the
u personally paid funeral expenses
rein taxed,such amounts expended
n the computation of tax due.If any
that you itemize the payments below,
amine the debts claimed and allow
and you wi II receive an amended
oing is a just and true statement of________,for which I
xed.I further certify,that to the
y any other person,for inheritance
Date Paid Name and Address of Payee Official Ti
Under certain circumstances,if,after the date of death of the decedent,yo
or other just debts of the decedent,with funds derived from the property he
by you may qualify as deductions against the gross value of the property i
such expenditures meet all of the three following tests,it is recommended
execute the affidavit,and return this notice.The Register of Wills will ex
those which he determines to be proper.The tax will then be recomputed
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
of such payment,if required,and
3 .These same debts are not also claimed,for tax purposes,by an execut
personal representative of the decedent handling the administration of
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligatio
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY Of )
I,hereby certify that the foreg
funeral expenses and other debts of the decedent,
was legally responsible and which I did payout of the property herein ta
best of my knowledge and belief,these same debts will not be claimed b
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_.
REPORT OF REGISTER OF WILL, ,
I,the undersigned,duly elected Register of Wills in arid for the above co
have allowed deductions listed above 'in the total amount of $
Date of Approval:
F'onn RCC-2
4 •DE.PARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
-"(.':COMMONWEALTH OFPENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J.:Y.:.n~3...,.l...9..7..Q .
COUNTY T:.~i.A.S.HI.NG..T.Q.N .
FILE NO 6..3.::::..7.0.::::..5.6.8 .
Whereas,Mrs Mary H T.urn.er.late of Washing.ton .
in the County of W'.a.s.higt.o.n Commonwealth of Pennsylvania,having died on
the 3..rd day of May 19..7.0.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~.R..!G.b.~HJ~Y ,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:
Ducrlptlon of Anet Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpol8s
!
,
J t.Bank Aceou nt /I 8 3-7-""-:....J3L=t4.....3u..6L..5L..5~b.ue;;...].....d.L-.'1..l·nlJ..--tl...ihl.,l.JelW--------1I-----4---+_
PITTSBURGH NATIONAl.RANK WA:'lIH \\1,,,11\1 lllnflii:'tI1A:'lIHI[I\lI,,'IN
PENNSYI,VANIA In the names of Mrs.Mary u m.
173 88...
I---------------------------------,---------+-----Il~------I------I
Tnt:al ,7'1 RR
Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this day of 19 .
.......................................................................................................,,
Appraiser
..............................................................(M~;:':;b~~"'~d"St~;~ti""""""""""""""''''..
.....................................................................................................,.., , , , ,Penna.
(Peat OfBee)
.......Jv.ASHINGT.ON..H...H.......County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS ..~R¥.H~TU.RNE..R..
Deceased.
Late of
WASHINGTON .
Date of Death,JfCl.-y 3...,19.7.Q .
Appraisemei!t Docket Vol.,.
Page,No..J~.3..~.7.0.~.5.6.B..
Filed in Register's Office,J.Une 3.,19.7.6.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appraisement,
Appeal ft-om Appraisement,.
Entered and charged,H •••••••••••••••••••••••••••••••••••••••••••••••••••••
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