HomeMy WebLinkAboutOC1970-0608 - ESTATE OF WADECOMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEhl>UE
".
HARRISBURG
RCC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
RQC~IVEOCOUN'~~5LAU OFLECT/ONS
HAY 28 '18 PH '70
J
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION J.:el1on Nationa.l Bank (,{Trust Co.Tylerdale Office f/67
ADDRESS 9..;...;95'----J_sf_f_e_r_so_n_Av_e_._W_·a_s_h_in......g....t_on,;,,;,.J<---P-'enn~a....:...---"l=)....JO~l
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT__O_67_-_S0_7_6 _
NAMES ON ACCOUNT
OR INVESTMENT ---fTt!~~~~+.:r-------------GeCl e.e .:.:;.~;aJe
Gertrude hade }hillips
ADDRESS 6=6=0..;...;\'I=·a:::.ly=n=e-=b=t~r~ee::..l:t~,_~:.:..:oiaO!:::,s~h.c=in~gt;...w:.l><.Qn~IJ__t_F.loiJenw.nwa'-£.._1....5l".l3~Q)
DATE OF DEATH May-12k,1970
SURVIVING DEPOSITOR,J
BENEFICIARY OR INVESTOR.Gertrude \-lade I hi11ips
ADDRESS 6_60_v_ia_yn_s_St_r_e_e_t,,-'_~._·a_sh_,i_n=gt_o_n....:..,_F_e_nn_o._"•__1;;..,:;53,--01
RELATIONSHIP TO DECEDENT :-istCF ~
DATE DEPOSIT OR INVESTMENT FE:.0 ....j....I ~7()
WAS ESTABLISHED ~'fA§"'?>H *V'"
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__::-=$1=..1,....0.....77...........5""-0 _
Adm.Ass't.
TITLE
,'RCC-134 (1-69)
COMMONWEAL,TH OF PENNSYLVANIA'.i DEPARTMENT OF REVENUE
•~,BlJREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:~-4dIOelIRI\iI.tt~RN1UDIHElI-"-WoI'WAIWJ)JIBliHPFfHw.I-Ifll.t....lir,::I'..,.S--
660 rUNE STREET
WASHINGTON ,PBNNi'YLVANIA
Date:J...::u~n~'e_9.:_,~',~1~9...:..7_0 _
County 'i_A--.,S..r:H~IN~G;....;T/-;O:..+N:....-_3E-K'J-1
County FiIe No.-,J--7~~t~*=-;,~-?c~t1 ~~;H~~,p....,...,
Burea u F i leNo._-=l:?:.-..:J_..;..r_~__~_--:::;.i?-__
,We have receivedhotice that,~n~'x~XUXX':fX.,fX'X'XXX'Xnx'KXX:XXXX
,on i 'U:ay'24,:,19--10you came into ownership of certain property through ~~
~w~w~~tib!l~~OOc"'transfer't"ronf GEOROE E.WADE,Deceased.'
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the Iiability 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 Acct.#067...9076:beld in the
MEI.I,ON·NATIONAL BANK.TYLERDALE OFFICE,'WASBINCTON,PA ..in the n••sof
',GEORGE E~WADE -GERTRUDE'WADE'PhILLIPS.:Opebed,2'~2-7,O.,"Balance as'of date
.'of'death.$1',071.50'"
appraised by the Commc>nwealth,as of the'date'of death,at $__,_·1_,~;O_7_7_.·._..5_0 _
100 %of this amount is taxable at the rate of :1,1S %
ORIGINAL ASSESSMENT
(Agent for the Commonwealth)
DATE OF ASSESSMENT'
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
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''Aug.'24 19 70,you may deduct a
.discount of Sro of the ar:n~unt of tax d~e,or '
This tax became delinquent,fifteen (lS)months
after the date of death and,in addition to the'
ta~,statutory interest at the rate of 6%of the
tax pe,r annum is also due as of *_
19__in the amount of
,*If the tax is not 'pai dby the above date add itiona I
interest is due at the rate of 6%per annum unti.l
paid
TOTAL AMOUNT DUE
APPRAISED BY:-.:!:y~~'!:.-"~,---:'\.-LJ-'--'~~=~'7-
$
$_--=1..L...O:......:7:..,:.7.;.:..:.5:......:0::....,·_
161.62
_____-&.08-__
-161.62
AMENDED ASSESSMENT
/t777.AJC5$----;-~-r----!o/~y fl
1"'-,
$-================
INSTRUCTIONS TO TAXPAYERS'
Make checks or money orders payable to:To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
35301
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 pai.d,name and address of the person to whom
you made payment,their official title and tbe amount..,..""._
~.\.~
Date Paid..Name and Address of Payee Offici aI Title Amount Paid
SS:
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 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 amen'ded
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
.,-.:<c-7°~/)2 ,Il '7L n ~-~.17 ff d.JI /02 70>¢-p
<'"-2-C-7(---#'",L ~P-.RJ""D d:?J.s-'11"
r.;7-7o ~~(/';7/.....II rJl_IJ-/r>n...l.:J /0.d"-d
<-~7-:-7'.......:'1 b-t'..//I.P 1/Q /'~~..R G.o/
II
v
TOTAL $/Y7'-f/
(attach separate sheet if requ Ired)
COMMONWEALTH OF PENNSYLVANIA)
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 payout of the property herein 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_.
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 $p
Date of Approval:_
Register of Wills
Fonn RCC-2
DEPARTMENT OF REVENUE
lluREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX•APPRAISEMEN1'
DATE J.u.ne .l.6..,.1.9.7..Q .
COUNTY WASHINGTON
FILE NO.:::.::::.::::::::§'.i;:iQ;:§:~i:~:~
GEORGE E.WADE WASHINGTONWhereas,late of .
in the County of WA.$.H.l..NG..T.Q.N.Commonwealth of Pennsylvania,having died on
24th May 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 th t th t f tit t i thi t te·t f d i j t tilt I h'f th ddt ftneevenaanyuureneresn s es a 1S rans erre n possessIOn or en oymen o co a era e1rs 0 e ece en a er
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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpous
$
i
JT.HELD PERS.:
Jt.Bank Acct.#067-9076 held in the MELLON NA rIONAL
BANK,WASHINGTON,PA.,WASHINGTON TYDERDALE OFFICE.,in the I
names of GEORGE E.WADE -GERTRUDE 'vADE PHILLIPS.Opened 2-2-70
Balance as of date of death,$1,077.50 Fully taxable 1,07'i 50
GROSS VALUE $1,077.50
D.&D 1,576.91
CLEAR VALUE NIL
.
Having been duly sworn accordin!to law,I do hereby certify j~the above appraisement is made in co;o
formity with law on this .........................................§..~.~.........day of .........::..:.....................:............:..::::::::::·.:·.·.·.:·.·.·:·.·.·.·.·.·...··..·.)L~:.:....~~..::..........::.....:....................~..........:.........'.'
(Z Appraiser
............................................,...................................................................................:..................................
(Number and Street)
..................................................WAS.HIN.GTON........................................,Penna.(Peat OlBee)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..GEORGE E .•.....HADE .
Deceased.
Late of
\
\
Date of Death,
'~1\$H.:I:NQ.T.9.N .
MAY 24.1970
Appraisemel!t Docket Vol.38,.
Page,No.63-70-608........................................
•
Filed in Register's Office,~.~~.~.:~70
~'
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,..
Entered and charged,.
I