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Home My WebLink AboutOC1970-0607 - ESTATE OF HUGHES\ \ r-. RCC-43 (5-65) ..cr.:" 'j'\'Y<~ ,,~COMMONW~ALTH OF PENN&~LVANIA iU:eEIYHp' ,DEPARTMENT O~:REVENUE p'URtAIJ 9E,c, HARRISBURG COuun c(,n.,\"~'>lIIL , f.larch 9 1970 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Burea,u'of County Collections 26,S.4th Street Harri sburg,PennsyIvan ia TITLE " Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith s~bmit the following report: NAME OF REPORTING Pltts1:nwgh National Bank FINANe IAL INSTITUTION __-ffw~as:rhilif1n'5"gl;\;tr'on~~o_tt_,i_c_e~:--_6 5 MattI ;)t ~ ADDRESS w_·a_Sh_in_·_gt_o_n_·_Pa__l_53_0_·~_ ACCOUNT NO~OF JOINT, TRUST OR INVESTMENT DEPOSIT-.:S=a.:.:.vllu;.:2=S~21_81l!.....-_-"--_ NAMES ON ACCOUNT OR INVESTMENT --:;~t~r:::..5-=B~e~$s:.:!i05!e~Hwu~i.uhelo2.i:sl..-_ Mrs LuC1'Jean Patt·iso~/ RELATIONSH IP TO DECEDENT-::--'i0\4d.a~\l'i·~Hlhtlio1lel!:'~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Max-ell 1;19lJa BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $....1...lWol40ow.·....Or.:,.9~_ 570,0:5 .~ 3 cf-~/oh.·,b'!5 Plat}~t'j{:si6tantL-l-70 1./tP4 " rr------------------------------------ RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA ~P'ARTMENTOF REVENUE 'l3lJ.REAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION• OFFiCiAL NOTICE OF INHERHANCE TAX APPRAISEMENT ANQA5SESSMENT OF; ASSETS NOT SUBJECT TO ADMINISTRATION CLAYSVILLE t pr~NNSYtVANIA t5~23 Date:_--r.TAPr,);~'5T'"!.1",,","7m-'....,.,11!'r'"9_7_0 _ WASHI NC/llJNCounty _ County File No.J!-!rJ-:j Bureau File No.tJ'"10"t °2) 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. apprai sed by the Commonwealth,as of the date of death,at $1.,1.4Q.,)9 50 %of this amount is taxable at the rate of (;% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT S"lO~05$--~:....-..:-=--- !> AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before .Jttne .1 19 10 you may deduct a discount of 5%of the amount of tax due,or _____1....11 _ D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at th~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 until paid $================== (Agent for the Commonwealth) $ ASSESSED BY:_ TOTAL AMOUNT DUE '-,.c:1 APPRAISED BY:"':::::-~Y:::Z~;""'-:L.b'•...!..:....:""~..~~~t- {Inheritance Tax A pr INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already pa id th is tax to an exec utor,admi nistrator,attorney or other persona I representat ive of the decedent for forwarding to the Commonwealth,list below.the date paid,nome and address of the person to whom you made payment,their official title and the ai'tlOun t....':'.'.'I. ~.~, Date Paid Name and Address of Paxee _Official Title ~! 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 it~mize 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 ""/fA jI"~Z GP-O --:J.-_<>....(J ~./St7t'rv..- .. TOTAL $/S::<C~deJ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE__~_ SS: 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 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 $" Date of Approvol:_ Register of Wms .Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...............~.~!.':.~....~.§..L ....~..~.?.Q...................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUR~AU OF COUNTY COLLECTIONS ;:~COUNTY .................................................................................................... HARRISBURG.PENNA.J7127 APPRAIS~MENT FILE NO........................?~.=.?..~.::::.?...~.?........................... Whereas,.......................}lR.S..........BE.S.S..!.E.....HJq.~.$.................................................late of ..........9.~A.X.§.Y.~.~~~........................................................... in the County of ...............JiA.$.IU.NQ.TQN.............................................................................Commonwealth of Pennsylvania,having died on 1st March 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,.....................................~.~.....~.~......~.~.~~!...............................................,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: I 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 I inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInhetitance Tax PurpoaesI I I $ I JT.HELD PERS... T.-.c:~'IT At"t"t:J1?R?"R npl n in the PITTSBURGH l'A.TIONAL , BANK.''lASHINGTON OFFICE,\vASHINGTON,PA.,in the names of MRS.BESSIE HUGHES -MRS.LUCY JEAN PATTISON.Opened 3-15-68 Balance as of date of death,$1,140.09 One-half taxa b1e 570 05 GROSS VALUE $570.05 D &>D 1,526.00 CLEAR VALUE NIL I Having been duly sworn.according to law,I do hereby cert~that the above appraisement is made in 7~- formity with law on this ...................J§~.Ii..........................day of .......•.•..•••••••.••••••....•.•~~.~•..••.••.........•.••......••;;;z~..•.~~~.•...........•...•.......•.......• Appraiser ................................-.............................................................................................................................. '~m:ttncfft)~Penna......................................................................,.................................................................., (Post Oftlee). - ''lASHINGTON County Date of Death, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS.BESSTEHUGHES . Deceased. Late of .................C.LAySV.l..L.LE . MARCH 1,1970 Appraisement Docket Vol.38J•••..••.•••••..••••••••..••...•••••••••••••••••••••••• Page,No 6..3..~.7.Q.~.9.Q.7. Filed in Register's Office,6.~.16.~19 .7.0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. ""' t' ! ~