HomeMy WebLinkAboutOC1970-0717 - ESTATE OF RIGGLE'.
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COMMONWEALT~OF~ENNSYLVANIA
DEPkRTMENT OF REVENUE
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:
/Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING .
FINANCIAL INSTITUTION Plttewrnh &'1ona1 ·Dook .",trub:1nmtcn OUlco U
ADDRESS'OoU\b t'A'lD Ctf08\.r.:o$hl~~n.Pe¥lM,1~o.lS301
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT e"",,.1.3110 ~~~~~~~~T~~~~UN1-11 No ClaiD.Ol'Il1I$"-:I.e lllclIle.,&J~
I
.33.?0
rt P
DE~~~~~~~°ci~~~i~~~~O_R_'_.~_.·_,_P(y,.\_,_tl_._.Ila_".'_-_··_0._
ADDRESS 921 '4ft A~t.,aotxlnnton,f~¥l~1'301
DATE OF DEATH dtllF'.Jot'1O
~~~~I:I~I~~i~~S:~~~STOR _,_...._•._{1_'_~_._C101_''_0_._
ADDRESS m Pom AVcm1.lG ~n.bttl8Wn_.F«m$v1va.nk 15)Q1
RELATIONSHIP TO DECEDENT a~iJ)llo1.aW----------------
DATE ~A~P~~i:~~I~~~~STMENl~(Q'Ier 'it 1'_
BALANCE,INCLUDING INTERESbl12J ~!!~~r //_~!
DUE,AT DATE OF DEATH $'_._'__•·_-_-.,I-l.A.--l-::,"'-L_~<::::+:__I__--...;:~=--~--:..--L.l../_L-
s-tJ 7 0
J~
p~sfo
/6~J-7(}
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WASHINGTON.mmm.YANIA IJ~Ol
RCC-134 ('1-69)
C(5MM'ONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:JAMES W.McCLAIN
92]PARK AVENtrE
~'.--......-....
OFFICIAL.NOTICE OF INHERITANCE TAX
APPRAISEM'EtH AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Date:__..E.July 20,1910
County ..;I!WlSo!aUI:IQ:.ub...iiAilD:eg,ut.O~n _
County File No._~.~,,~_
Bureau FHe No.~},;.70 /2/2.#4
appraised by the Commonwealth,as of the date of death,at $1,133.48
50 %of this amount is taxable at th'e rateof6%,
ORIGINAL ASSESSMENT..AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
'(J Ifyo~pay the above amount within three (3)months
..'.';,of the date ofdeath of the decedent,or on or
:',"~efore October :I .19 '0 you may deduct a
""discount of 5%of the amount of tax due,or
'0 This:tax bec~me delinqu'ent,fiftee~(15)months
aft~r the date'of death and,in addition to the
'tax,.statutory interest at the rate of 6%"of)he
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
TOTAL AMOUNT DUE $
$_-=-S6=1:e./...:....;14~__
33.10
33.10
$-~------
$=================
APPRAISED BY:_
.(Inheritance Tax Appraiser)
ASSESSED BY:_'_----'-_'---_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper cred it to your account
th'js Official Notice must accompany
your payment.Mai I or bri ng it to:
AGEH nr~t·,::·O"\Vl'·N.:it4i.n,
.COURT HO~SE
WASHINGTON,PENNA.1530.
If you have already pa id th is tax to an executor,admi nistrator,attorney or other persona I representative of the
decedent for forwarding to the Commonwealth,list below the1la'te lJoid,name and address of the person to wh'tim-
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 wi II then be recomputed and you wi II 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
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 wh ich 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 $--------0
Date of Approval:_
Register of Wills
·COMMONWEALTI-(OF P~NNSYL VANIA
DEPARTMENT Of REVENUE
HARRISBURG
1(~-.50,00
J~v?JS~o,d
.~~~.5"7
/0'.3-70 /c/7S-
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
BUrQdil of CIHll1fr CgIII1I'Hil:inr;
26 S.4th Street
Harrisburg,PennsyIvan ia
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:.
NAME OF'REPORTING
FINANCIAL iNSTITUTiON First Federal Savin~s and Loan As,OciatioD of Washington
ADDRESS 77 South Nain Street H'ashington,-B.15301,
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT_....LT.u.:mlU;re~s~tmWl;e~D ...t....;5~2~8 _
NAMES ON ACCOUNT
OR INVESTMENT H_r_s_._p_e_B_tl_e_R_ig_g_1_p_Q_r_Y_irg_i_D_iB_R_i_gg_l_P_M_t'_C_'_B_jD__V
1
JJJ
DECEASED JOINT DEPOSITOR,!~J I
TRUSTEE OR INVESTOR Mrs.Pearle Riggle
ADDRESS 315 Burton Ave.vJashington.Pa.
DAT::OF DEATH July 3.1970
SURVIViNG DEPOSiTOR,
BENEFIC!ARY OR INVESTOR Virginia Riggle McClain
ADDRESS __2_9_9_N.;...._M_a_in_S_t..;;.._W_a_s_h_in-:g~t_o_n.:..._P_a.;:.._1~5....;;3..;.0.;::.1 _
RELA T!m~SH IP TO DECEDENT_.....D~aw1!t;;JghlJ.ltu;e:.l,;r _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED ~Ju~1=..ly~2£1a.;.•...ll1~9~50~~_
BALANCE,INCLUDiNG IN ~EREST t/..-;1..;;/:1'.56,00
DU E,AT DATE OF DEATH $__~_----lSi.Lo5~Q!Jo!.Q.&l.Q~0~.:.../_c7,ot..;._.J~ov-r~/--,,_·__7,;..__0(_
\'.''j'...../'j'/../../,/.;~i?'."j )(--.-'/'j b '3 d:
\,
~~--------~---------------------------,
RCC-134 (1-69)
CO_~MONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
,#",.-~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:_l.v-,TXwliwGl.,A,I...NluAI--MB...LlIGWIJi*.u.)iI&'l.EL.-Ml.'2lCll;o.l.CUoiJ..l.......INI.1.·__
299 NI 'MAIN STREET
Date:--4Ju1~.'w7~2¥-OJ"".......1,.;19+'10'-1-·---_
County _-.J'Wi!SAe8l:.&b....io&l0l.liill-l<t;!ltO.uu _
WASHINGTON,,PENNSYLVANIA County File No._
Bureau ·File No.-,tJ-2(}-2/7
~e have received notice !hat,,~~~~~~~~~~~~~.~~~~~~~~~~~~~~~~~~~~
on~".·'.",'",,",'19--10."".,yo~came,into o,:"n,ershi P of certain property throughrD.,101lfx'.'~.,.n'XiXDtwnit~xxx~~tX trauSfel·trom•.MRS.PEARtE RICO'Llf;"li"e_le([;--~--
Under the Inheritance and Estate Tax Laws of the Comm~nwealth of Pennsylvania such transfers are taxable
and the liability for the parment of the inheritance tax due is imposed upon you,as transferee.
.i •.
appraised by the,.Cor;tlmonwealth,as of the date of 'death,at $."8~·SO()':M
SO %of thi~a~ou;nt.is taxable at the~ate ~f '6 %.
ORIGINALA$SESSMENT "AMENDED 'ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
'LESS:ALLOWED DEBTS
,,!~:.
NET TAXABLE AMOUNT
,,'
$_..uz.;;....;£~.~S_o_._o....;O::...-_
<:e d;(/s:0
AMOUNT OF TAX DliE
,,
255 ..00 /ZS:2/
•.~,1',
'0 Hyou pay.the above amount within three (3)m~nths
of the date of death of the decedent,or on or
,"before·October ,3.19 70 you may deduct a
\discount of 5%of the amount of tax due,or
.,D·This ta~bec~me'delinquent,fifteen (15)months
after the date of death and,in addition to the
"tax,statutor.y interest at the rate 'of 6%of the
tax per annu~is also due as of *--'-,_
19__in the amount of
____~ll!.~_____?-2Z---
! '
-*If,the tax iS,not paid by the above date additional
ihtetestis due at the rate of 6%per annum unti I
paid''
(Agent for the Commonwealth)
ASSESSED BY:_
".ClJ"TOTAL A/MOUNT DUE
,/)//.
:APPRAISED BY:'.If?L~~4'<-L<'1
(Inheritance Ta~~iser)
$
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
/,OO~~~/a.-c/?6~7 ~WASHIIGTON,PE;fllM.'6301
1?~#://6 ?S S-/O
If you ha ve already pa id th is tax to an executor,admi nistrotor,attorney or other persona I representative of the
decedent for forwarding to the Commonwealth,list be~w'th;-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 gros~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
'7-7-70 .0/.;://hAL -/;;"/$#Al f Ir,~r -.Fv /V ~jlJ'2 J..Co/d /-'A/('~(h.36G·S6
7-a?6 --';0 -p;(''"h/A.l9 '!huuI./Ju G C '/1//,JPJ'•A~h ('7,4R ~/>/,u :J -,,;J -!'7(f c......."
1-..1/-/}o jj;"/J $-//J .//1 .AJ/.~/'41 .J
///;/~~ff-r"'...'/It/.s~I?~'hr JJrr ""'?o /I'0 A/
IJ/().uu /Jt ,&.dI::J /L J ~)/I('1/if11'.~j;./h./r.6 0
/
TOTAL $/3d1/...J-O
(attach separate sheet if requ I red)
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
Si gnature 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 Wills
Fonn RCC-2
COMMONWEALTH O~PENNSYLVANIA DATE .....................J..~ly......~e...,........l.~.7.Q ...............
QEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......................~1.~.~.4.J.P.:gJ~.2 ..P.:....................,.COUNTYBUREAUOFCOUNTYCOLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...................?}..::.?..9..:.?.J:.?....................................
Whereas,.............................~~.~.~..~.....X~.~.!.:.~...J~.~.&~~.~.................................................late of ...........................\~~.~.~.t..~.g~..<?.~..........................................
in the County of ..........................................W~.s..hingt..o..n ...................................................Commonwealth of Pennsylvania,having died on
the ...........................}....~~..................................................day of ..................~..l:l.1.y._..........................................19....7..9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,T,.................................W..!..R........C.hane..y.......................................................,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 Appraisement
Descrlpllon of Asset Values Made for Inheritance
Tax Purpoles
$
JT.HELD:
Jt.held Bank Account $528 held in the FIRST FEDERAL
SAVINGS AND LOAN ESSOCIATION OF IvASHINGTON,WASHINGTON
OFFICE,l'lASHINTN,PENNSYLVANIA.In the names of
HRS.XIKX PEARL RIGGLE or VIRGINIA RIGGLE McCLAIN.Ouened
7 -2l-.C;O R~l~n~e a~nf n~re nf np:lt-n R c;nn nn (half Tax )4.250 00
7
Jt.Bank Account #83-5-743778,held in the PITTSBURGH
NATIONAL BANK.\.,TASHINGTON OFFICE IvASHINGTON PENNSYLVANI
In the names of JAMES VI.McCLAIN or MRS PEARLE RTGGT,E
n ..l "_~_hL1.Balance as of date of death $1 12~4R..
One half raxable 561.74
Total 4-Rll 74-
,
I
I
I
I
I
Having been duly swo.rn according to law,I do hereby c~f.zthat the above appraisement is made in con-
formity with law on this.........J,f':::z;;:.....day of ··_··27 ·,,;;j?;~;Z2~.·······5·············..19 ..29...............................~......................................~..~tE:
Appraise
~···..····Z······~L············..·..·..·..·..···············.....................................................plumber and Street)
............-'?:...~~..;.:;p............................................................,Penna.
(Post Oftlee)
\'l.A$JU::NGTQ:N ....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS.PEARLE RIGGLE
Deceased.
Late of
......j'l.ASHINGTQN .
Date of Death,.J..~J.Y ~.L..1~..7..Q ..
Appraisemei!t Docket Vol.,..
Page,...................................No....63.~.7.'O'~.7.1.7.......
"I
Filed in Register's 0 ffice,J..l.l.1.y ~.$...,19.7.Q .
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,
Appeal ft-om Appraisement,.
Entered and charged,..
I
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