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Home My WebLink AboutOC1970-0641 - ESTATE OF MARDON JRCOMMONWEALTH OF PEN,NSiJ..VANIA DEPARTMENT OF R6.VEtUJf HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE r"ay 25,1910 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: NAME OF REPORTING FINANe tAL INSTITUTION ..IJ.P;,..,i..!iOt:.....t.t108bL!.J'w!r~g¥-hL.·..J:lN~a~t..'i 00;'.l:i~A~l,j,..j..J.}'Uia~tlL,lC;k:...---_ J ADDRESS 4W..Pike Streett Canonsburg,Fa.'51)7 J}; ACCOUNT NO.OF JOINT,r:~I./AJr TRUST OR INVESTMENT DEPOSIT__=.;22=.::6:...::1;,.=1__________~-! NAMES ON ACCOUNT ORINVESTMENT ~~drew Marton,Jr*or EdWArd J.Marton DECEASED JOINT DEPOSITOR,./'<" TRUSTEE OR INVESTOR .....;An::.:::::dr:::::-'~e:.::w:......!:::!M~ar!:.t:~c~n~,t....!:!Jj!':,r.L.._-.::::.V _ ADDRESS .....;:3"--"'Y~o;.;::un::::g.::z.s::::...1:=.own~··::.::.=-....:S:.,::1:.::::,•...£.._c:=;an~o=!lln~su.b~ui.illt.r~g.,-'Pli::Ja:1l.I--...oIJ~5t.W3u.l.L7_ DATE OF DEATH May 19,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR :E:dward J..Marton ADDRESS 3 Youngstown Street,Canonsburg,Pa.15311 RELATIONSHIP TO DECEDENT~----:;n:..;;;r...;;.o...;;.th;;;;;e;;;;;;r=---------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Oct.ober 10,itiQ 1968 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__...:5...;;.O~6.:..:.8:..:8::...-_ Signature ~~~--4t£-S-Fd;"t Vice Pres1den, TITLE Date:'June 5_'1910 County l'JASHINOTON County File No._ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND A'S'SEstMENT OF ASSETS NOT SU BJ ECT TO ~DMIN1STRA TION TO:EDWARD.r ••MARTON ~ 3Y0U1~STOWN STREET' Bureau File No.__t_3_--_/(_v_--_t..:...~..:...'/_/_ ,tJ .~. ~e have received'n6tice that~~~~~ on M:;;:9 1970 ou came into ownership of certain property through~nNJt,X~~~XX·m .'.tre.nster f:r:Ort\,ANDF.Eti MARtDON"JR.,d()ceased .. RCC-134 11-69) COM~ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the'Commonweal th 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:..ft.Bank'Account #22611,'held:5.n the PJ"rr!N~BuRrm NATIONAL BA.NK;·CANmiSBURC OF'FICE.CANONsmmo,p'PENNBnVANIA •.:rn the MlJ\es'0·£ANDREW JTiARTON,;JR.'OJ'EDWARD J.,'MARTON.."Opened t October'10 J 1968 ~ Balanee as of date.of.<l~t1~t $$06.aa~. appraised by the Commonwealth,as of the dat~of death,at $ ,506.8$ 100 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXAB l EAMOUNT lESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E $_..;;;.5.;:.:06:::...:',,~'8.=...e _ 76.03, AMENDED ASSESSMEt::II $_~Sl_0:-W'k:::.:....':::::-~_'~r-'.¥q.5~i"f3 '0 If you pay the above amount within three (3)months of the da~tff de%thftthe d'Cdent,or on or before guS,,,19 _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 *_ 19__in the amount of ----------,. UCTIONS TO TAXPAYERS (Agent for the Commonwealth) $ ASSESSED BY:_ iser) TOTAL AMOUNT DUE !,...;/~...A H *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid 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 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,na.me and address of the person to whp_m you made payment,their official title and the lmo\l~.. Date Paid Name and Address of Pa~~e'J 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 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 andean 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 e~tate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee ./"Description of Obligation Amount Paid /A.-Z ~£1 --.-==7-_Jl..J.P .;2-.s:s.~ IfdL "IU ///~._./..L ~J'rr.t/.Jf /"/r .]Ci.t?iJ I/Erlf/£'/L-'O .Po.f/~£I ().H.#".,,;2 0 ~ v- TOTAL $7'f'J:~ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: I,hereby certify that the foregoing is a just and true statement ()f funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein toxed.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 ~ounty,do respectfully report that I have allowed deductions listed above in the total amount of $0 Date of Approval:_ Register of Wills ~,.-....,~, ..Fonn RCC-2 June 29,1970COMMONWEALTHOFPENNSYLVANIADATE....................................................................................................,.... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ,~~..~.~.~~~.!..?.~..............................................~. BURJEAU OF COUNTY COLLECTIONS APPRAISEMENT .:~ HARRISBURG,PENNA.177 27 FILE NO................6.3.-.7.0-.6.4.1................................... Whereas,...........................AN.P.J~~L.NART.QN ..,......J..R.~...............................................late of .................CAN'ONS.BURG.................................................... in the County of .................................~yA.~.~~.~9.'.~.9.~............................................................Commonwealth of Pennsylvania,having died on 19th 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,\'1.R.CHANEY an appraiser duly appointed according to law,.................................................................................................•..••........•....•......•....•......·9 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. Unit AppraisementDescriptionofAasetValuesMadeforInheritanceTaxPurposes $ JT.HELD PERS...-- .Tot H;::lnk AC'C'ot 1J22hll 'hpln ini"np ."KP'I Ih'~1- NATIONAL BANK,CANONSBURG OFFICE CANONSBURG,PA.,in t ihe, -- names of ANDREW MARTON,JR.or EDWARD J .MARTON.OpenE ~ 10-10-fi8 Balance a~of date of d ea.t:'h$C;Ofi RR li'1111.,:t-!1'V.,h1 C::(\t:cc v ._-- Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ,..............................2.9th...............day of ...................·..·............··.....·J-une...............................1n ----~.............................T 'V.llLIl§!A,.~__0-",.......................................................................................................................p ........................., Appraiser ...........,,,.................,.............................................,.................."................"...,.........,........"........................ (lC'tmlClt'and StreeT'f SHING ON Penna..................................................................................,........................................................, IPoat OfBee) ''lASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANDREW MARTON JR •....................................................................,.. Deceased. Late of CANONSBURG Date of Death,MAY....l.9,.1.9.7.Q .. Appraisemel!t Docket Vol.,~.~.. Page,No 6.3.~.7.0.~.6.41.. Filed in Register's OfJice,6.~..2.9.~19 70 Am-ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal fyom Appraisement,.. Entered and charged,.. ,.