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Home My WebLink AboutOC1970-0689 - ESTATE OF SARVERRfCf,VP'"-.BURE lJICoVNn"AU OF.t,OLLECj"!ONS JUN 16 4 j3FM '7DJu."W 10,1910 if)J y-J 7-;LJ i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG ::; RCC-43 (4-69) NOTE:TO BE SUBMITTED IN TRIPLICATE 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 FINANCIAL INSTITUTIONt/ostern PeUt,'la.Nat').flank ADDRESS Fourtb 1\"'A$D St••Hmonf;aMltls Pg,1~1 ACCOUNT NO.OF JOINT,. TRUST OR INVESTMENT DEPOSIT 8n:vlnl!sac~ount 12;\21 NAMES ON ACCOUNT OR INVESTMENT Violet A.Server or B~s11 Snrver DE~~t~~~~~~~i:S~~~OR,~'.~_"\/7 ADDRESSANDCOUN~310 Anten 3t..U()nonl~..hQ1B.fAa 1506, DATE OF DEATH /U~I:JIU 4-30-10 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _B.....;M;;;;;;.....;U;;;......;;.G.....;.Ar::...;";.;;;e1'.::.._ TITLESigna,e Manager.Vleo .frof.d..4en~ ADDRESS 500 T"jr4 ~t,.,tfuA...lQ:a~~a,Pa.·.1$'003 RELATIONSHIP TO DECEDENT_-"'Sf:mIllill·lL._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED/NIHil dunn 196) BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $2-=.:;..-000_'_.:....00_·---...-;..---::_--"a.------ '------------------------------------ RCC-134 (1-§.9) ~~)~ COMMONWEALTH OF PENNSYLVANIA \DEPARTMENT OF REVENUE ' •BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESS.MENT "OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:BASIl,SA.RllER 500 THIRD STREET MONONGAHELA ,PENNSYLVANIA 15063 Date:Jurae23.'1970 County WASHINGTON County File No._ Bureau File No._ We have received no~ce that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on A'Fil.30,19-;0.roucame into o~nership 0 certain property trough'.~ transfer from VIOLET Af>,S~VER"D,eeeae~dG 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.Say.Acct.#25321 held in the' WESTERN pEmSSYLVANIA NATIONAL BANK.MONONGAHELA \OFFIOE,,MO~!ONGABE1A,pA., appraised by the Commonwealth,as of the date of death,at $2.000..00,:" 50 %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 AMOUNT OF TAX DUE $_l.....!.::...-O__OO_.,,__0__0__ •!, 60;00·\ ,'.I $-~---~~- o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Ju1.l 30 19 70 you may deduct a discount of 5%of the amount of tax due,or \.,- ----.-~-~'7""7- o 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. /" 1 . "' ,. \*If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid ,i \,' TOTAL AMOUNT DUE $$:=:=:==:=========...:. ;..; :.':\ ASSESSED BY:__'_/_':_:'':-'_'-----:~----- .(Agent-for the Commonwealth). INSTRUCTIONS TO TAXPAYERS APPRAI SED BY:,::=Y-=-".L._--"+b~~:Z-=~~~ {Inheritance Tax Appr.I er) Make checks or money orders payable to:To insu're proper credit to your account th.s Official Notice must accompany your payment.Mail or bring it to: 'KwmIlAU~ AGENT FOR THE COMrJlONWEALTH COURT HOUSE WASHINGTON,PENNA.16301 If you have already paid this tax to an executor,administrator,attorney or other personal representative....of th_e decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to WhO; you made payment,their official title and the amount.I.."........ 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 decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid ",('i,L -I-~2?-h :2 JP!A/D /oC/?~ II v TOTAL $/d r;2P'c7 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: Signature of Taxpayer SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. 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. 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 Approval:_ Register of Wills Form RCC-2 "DEPARTMENT OF REVENUE BtntEAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAXrWII••,,,,. APPRAISEMENT DATE J.JJ.ly 1Q..,1.9.7.9 . ivASHINGTON COUNTY '''''''''''''' FILE NO §..~.::..7..9.::..§.~..~.. VIOLET A.SARVER HONONGAHELAWhereas,late of . .W'ASHINGTON . . .In the County of Commonwealth of Pennsylvama,haVIng dIed on 30th April 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,·W R CHA.,NEY ,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. Description of Allet JT.HELD PERS.: Unit Values $ Appraisement Made for InheritanceTaxPurpoles Jt.Save Acct.#25321 held in the WESTERN PE~~~. NAT'L.BANK,MONONGAHELA OFFICE,MONONGAHELA,PA.,in the names of VIOLET A.SARVER or BASIL SARVER.Opened 6-63.Balance as of date of death,$2,000.00 One-half taxable 1 000 00 GROSS VALUE D ij'D CLEAR VALUE $1,000.00 1.047.00 NIL ..................................jf.A>?fIING'I.'QN..County 7-10- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of YJQL~T A..~$ARYE.R . Deceased. Late of MONONGAHELA Date of Death,A.PT.:t.J.:J.Q,J..Q.7..Q . Appraisemeilt Docket Vol.38 Page,~~~:::::::::::.:~:~:~:~?.~:~.~9 70FiledinRegister's Office,19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abaut A ppra.isement, Appeal f1'om Appraisement,. Entered and charged,..' ~' !