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Home My WebLink AboutOC1970-0644 - ESTATE OF DEPOERCC-43 (5-65) '-1 t 3-10 -t-~rf J COMMONW~ALTH OF PENNSYLV~IA Bt%CfIVED DEPARTMENT OF REVENUE OUNT't C8AU Of" HARRISBURG LLEetlONS JUN /8 3 33 PH '10 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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 Pittsburgh National BankFINANCIALINSTITUTION _ 6 S Main Street DECEASED JOINT DEPOSITOR'Char1es W De Poe 7'/TRUSTEE OR INVESTOR •_ 237 South Main Street Washington Pa 15301ADDRESS--,-_ June 9~1970DATEOFDEATH_"--_ SURVIVING DEPOSITOR,William P.AmonBENEFICIARYORINVESTOR.....;,..---'-_ 237 S Main Street Washington,Pa.15301ADDRESS .....__--- NephewRELATIONSHIPTODECEDENT _ DATE DEPOSIT OR INVESTM~b.10~1967WASESTABLISHED _ BALANCE,INCLUDING INTERES'EOO.OO DUE,AT DATE OF DEATH $_ $0 0 .c>-O 'fS/~, q~'lo 2·)s ~. RCC-134~1-69) •COMMONWEALTH OF PENNSYLVANIA ..DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION -c• OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_.....I:lWt.ollI....L_LI_A~ML...A..P..L•.....!A_MO_··~N _ 237 S.MAIN StREET WASHIllMON,PENNSYLVANIA 15301 Date:__....J~u.....n...~..2..S.....'.......1...91L.7L,JOlC..-_ WASHINGTONCounty _ County File No.~~ Bureau File No.&.3 -?6 -0-s//» We have received notice that,.__Xb· on JuntD ..19--.7~ou came into ownership of certain property through~.~ .transfe'from CHARLES w.'»ePOE.Deceased.. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable "and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. ,"The property on which tax is hereby assessed consists of:Jt•·BankAcet•.,3.304595,hQldl.tb.. P1T!EiBJ11tCH NAtIONAl.BANK,W4SHI;NGTQN ORleE.WASHINQTOB,PA 0 •S.the _mes of , WILLIAM P;AMON or CHARLEs "."PBE.Opened 2jjjj,10-~1_'Balanee as'of date.,f d•.tb J'$~oa."00 appraised by the Commonwealth,as of the date of death,at $6.;..0;...0.;..'0;.;..0.;..0;...__ _-"5&'0",,'%of this amount is taxable at the rate of I.% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 300.00$--------$-------- AMOUNT OF TAX DU E 45.00 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Sept..9 19 1Q 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 $==============='4S.00.- ASSESSED BY:~_ (Agent for the Commonwea Ith)iser) INSTRUCTIONS TO TAXPAYERS *If the tax is not paid by the above date additional interest is due at the rate of 6%per annl,lm until paid TOTAL AMOUNT DUE $ APPRAISED BY:---==~-A,....&::L!!.:::.~~?2F---- Make checks or money orders payable to:To insure proper credit to your account thIs Official Notice mus·t 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 bdow thE;"date paid,name and address of the person to whom you made payment,their official title and the amount.'- Date Paid Name and Address of Payee 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 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 de~edent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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 Signature of Taxpayer 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 $_---'•. L Date of Approva I:_ Register of Wills - Fonn RCC-2 ....,.-'-COMMONWEAL'tH OF PENNSYLVANIA DATE ........................J.un.e......2.9..,.......l.9.7.Q............... -4 DEPARTMENT OF REVENUE -. RESIDENT INHERITANCE TAX COUNTY .......................Ji.~.~.h.~.P.:K~..Q..~...............BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............................6..3..::..7.Q..~..6..44........................ Whereas,.......................Cha.r.l.e.s....\v........D.e.P.o..e...........................................................late of ..............................W.a.s.h.i.ngt.o.n...................................... in the County of .........................W:ashi.n.gt.o.n.....................................................................Commonwealth of Pennsylva~ia,having died on the ...................................9.....th...........................................day of .....................J.llne.........................................19..7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;,\ Therefore,I,..............1V....R........Chaney..........................................................................,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. Unit AppraisementDescriptionofAnetMadeforInheritanceValuesTaxPurpoles $ ~T.HELD: -, Jt.B_nk Account #3-304595 held in the PITTSBURGH 1\1'ATHYNAT "RA l\1l{liT A~H I MyTlJN OFFICE \tJASHINGTON PA. in the names OF WILLIA~1 P.AMON or CHARLES W.DePOE.300 00 I I I Total .,,,,,""....vv ~~ ~avi~g been duly ~worn according to law,I do here~~:tifY that the above appraisement is made in con- formIty Wlth Jaw on thIS ...................ot;c.:i:t..............day of ...........~..........~......................19.2<1......~~.................c:2 ...····....·..··A....··~d Ap'IBer(21..···..··Z·······,······....·····..·..·..···..··..·..······..··...........................................................~umber an Street)........".-.';;1.'"...iL··;;;;;;;;,····················Penna. " WASHINGTON........County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CHARLE.S.W.•...DeP.QE.. Deceased. Late of "IAS.BINQ.TON . Date of Death,J~.f.l.~~.,J~.?.9.. Appraisement Docket Vol.,. Page,.No.....~....§..~.'::':.?.9..-644 #; ./I Filed in Register's Ofjice,..J.une 2.9..,J9.7.0 Amount of tax due,~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal j,.om Appraisement,.. Entered and charged,.. , .'"_____.l.L .---..L.-•1 .0 ••I ••• .~,(, IN T~E COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. prphans'Court ,, IN RE:ESTATE OF FRANCES) ROSS. " J ,\ .;~'.. •1 ~ I. T .r't '{}, !... :j,~';J.'t.!.;,~'•..j F''~C,l /.t i. •~-t!"o'RDERt.l"1 ~'.:,:.....'.;f~,'I,I"', .~)"'. ")·~....::,. ANn'NOW,this 6th'day of Ap~il 1973,upon oral motion, $...::;~......'t '•:'It.~1 ;:S, ~~~~-"..,~ the said'Michael Ross.is authorized to withdraw from the First Federal !~..'~•'!'-·, Sayings and Loan As\~6ciatiori,Washington,Pennsylvania,his account,.'.,,,~J..!1,tP~~:rp9FP,t oLgPRr,oxima,tely.;;Eiye"Hundred.Dollars ($5 0,0.00):more-or ,j »~,'\'...-less,for the puppose of sp,end~ng the same for required summer school ....', expenses. • j :'.; ,. :~;1JJ.f~~.i;.,;'''':.... I III I SII...;] ::E: I 0I1-4) I J-J:~I 0IIII III III .' •• "~-'9. ./'.IV;:"., ~nt:rJtr.l S ~.....g::s0 tr.l~.. ~......;I"" I' ,. .." .,1....t __......~. ,, ;.J.t J:1\.,."'- ,.-....- •I,' ,J •.•,~...'! ';.,'....:"-_.'~- l.