HomeMy WebLinkAboutOC1970-0655 - ESTATE OF HESSRCC-134 (8-65)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINISTRATION
j
TO:__E_V_A_HE_S_S_W_H_O_O_LE_R_Y _
BROWNSVILLE,PENNSYLVANIA 15417
We have received notice that!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~-on Oct.15 19~you came into ownership of certain property through
~~transfer from ALMA HESS,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 Acct.#131 held in the
FIRST NATIONAL BANK &TRUST CO.,WASHINGTON,PA.,FREDERICKTOWN OFFICE,
FREDERICKTOWN,PA.,in the names of ALMA HESS or EVA HESS WHOOLERY.
Opened 2-16-68.Balance as of date of death,$1,050.81
appraised by the Commonwealth,as of the date of death,at $1.050.81
100%of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$_...:::1:..:..•..:::..,05:::...;0::..,:.:...:::8;.::::;1__$--------
AMOUNT OF TAX DUE 63.05
D If you pay the above amount within three (3)months
of the d~or on or
before u may deduct a
discount of 5%of the amount of tax due,or ----~--
D This tax became delinquent one year after the date
of death of the decedent 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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
$6:3 05 $:;::::::===~=========-
ASSESSED BY:_...I.~1.~~--L~-~~£~:"-L.~~~~,l~'£:::!:~'~.d==-__
(Agent for the Commonwealth)
TOTAL AMOUNT DUE
APPRAISED BY:....:J~-~...:....t.+-A~~~l--
RUCTIONS TO TAXPAYERS ""__
-..:..:/,-
Make checks or money orders payable to:To insure proper credit-to your acco'u~tc;
this Official Notice must accompany t.-
your payment.Mail or bring it to,:.;;:._1?"'m II NJ.~8 D"OM:1(~If Al~~L~~'_~t;'
-0":'A~ffJl ~~DR T'iB CQm.r.1(.,Il:'~.il~ni:"\"'.:'
t,GO!JJtV U6!J§~'*',~-.~.:~.:'' •
WASHlfJGTOfJ,,(/t1~fY~;;§-2.9J
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
dece'CIent for forwarding to the Commonwealth,list below 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 ritle Amount Paid
.'
(attach separate sheet If requ Ired)
I
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 determine's 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 we~e pe'rsonal/y legaily responsible for these debts,and ,I. I _.I
2-You actually paid these debts out of the account or property described above and can furnish proof
Iofsuchpayment,if required,and o.I
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other .~~~-'r'
person,al 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 Obi igation ~ount Paid
I/~/..j·~Cl \..o!:V.A ./.J $/.L.~~._.;;;L ,VI/'..:l / /f..'...!1
i/-,1~'6't?I/y;'"7.-.J~P'}/_.,~;..r (~~.///QO
:I ....J.~,.~~'.A'-A/.Y{"'f4L ~..r{,'~,~,,,-/,_.
I~I ./J -....,--~'A?"~/..L ..~'".h·....~~,/.(1/,.f?,t!'j -q,,~~_'k·.~./~....-'/..If;)/.L';~.b \
~'/..,'/-~~~-..../}2.'t?~'.,a.u,LL I 1/b...'f~L·O /7 /'-(
/rod ..../~.·...A e?)L..,,L £::~""""'A'7 A It A"I
~7":,~.A ,,-~.-;F""\
.,,4 /~
d--2'?-?b /7'~_Vh.....-~.P (/.J')II/.)It}()~~,
"I
TOTAL $/......1-;~.:1..~6,
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of~_F_a-=y:.....e_t_t_e _
SS:
\
I,Eva Whoolery hereby certify that the foregoing is a .just and true statement of
funeral expenses and other debts of the decedent,Theresa Alma Hess ,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 28 DAY OF
.~19--'l-OMyCommISSIOn Expires~~~Jan~ar:..1976,~~/t2j~
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 $"
Date of Approval:_
Register of Wi lis