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Home My WebLink AboutOC1970-0728 - ESTATE OF LAUER~~ R CC-43 (5-65) .~Al~.!,~" COMMONW~ALTH·OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 1 NOTE:TO BE SUBMITTED IN TRIPLICATE May la,1970 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 mil Union Na.tiona.l BaRk of Pittsburgh ADDRESS 704 Main St.Bentleyville,Fa.15314 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT __7.:..::;5_-00~·;;.;;;.2S~6~3--=1=--________tr::t7 ~~~~~~~~~~~~UNT Joilll Laue'C§StePhen K....ell d Y d DECEASED JOINT DEPOSITOR,/ TRUSTEE OR INVESTOR --..v.;Jowh.:Wn!-.<I~:;n~ul:.::eri!i...'·_.\1,..<:/~_ ADDRESS ....:::C~ok::.:e::.::b;,:ur~g~."_P~a~oj"_·_ DATE OF DEATH tm,t 16;1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ....;S;:;.,;:t:.::eJ:.:ph::.::e;.::n:.....:K:.::r:...;,-..:::.e:::.:l1~---:-_ ADDRESS Box 419 Frmmnship Lounge Richeyville.Pa. RELATIONSHIP TO DECEDENT Unknown (, DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Apr.22,1970 . BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $---=2~02:::.=5:.!..l:==..9r....._ /j~,,}&.;It"j!-:.If)~ #J(}3,7? S ft IJ.AA-C-.'#/.J.I 7 5 "'/fr 16 RCC-134 (1-69)",.",_"""'!.,.,' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'BUREA'ltOF COUNTY COLLECTIONS INHERITANCE TAX DIVISI.oN :..'':."'"'...~~..., OFFICfAt:'N'Crr-rCE OF INHERITANC'E TAX APPRAISEMENT AND ASSESSMENT OF ASS~TS NOT.SUBJECT TO ADMINISTRATION, TO:_~$T4"'g""'llP......HE"'+..UJNL-·.u.K,u.Bt!.L.'!EW.llloU..L.....'_ DOX 410"t-'RIENDSHlf.LOUNGE BIC1!EIVILLE,,PENNSyt,VANIA 15358 '.•c' Date:__---t:M~a!.J.y--..e!2'_L1.....t -al...,91£..j7uOL-_ County -..:l~ia=.!s~i1:.::.11i:::.:n:!.Cg::l.::t:..:!o:.=.n:..__ County File No,_ Bureau File No./;.3 -26 -?P2 f We 'have received notice 'thata.~D.lOOlilUU10IXXXXXXxxxx-xxnmmxxxxxxxxxxXXXx..'UXX o~.·~i19.21'L,you cam~:into oWl},ersh.ip of certain property throu g.h]Ufill~XDUXX X . ....Jtounmx tl'ansfer fl'()nl~'JOHN LAUER,'deceased.,, .",•-.''..• .01'.',• 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 upOI]you,as transferee. The property on which tax is hereby assessed .consis~s of:.JT.BANK·ACCOUNT #75..0002863 ...1, held ill UNION NATIONAL BANK OF PITTSBURCH.BENTLEYVILLE OFFICE.BENTLEYVILLE, PENNSYI.vJ\NIA.'In the names of JOHN LAUER IN TRUST FOR STEPBENKRUELL. appraised by the COnim'onwealth,as of the date of "death,,a't $2,025.19 100 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT,AMENDED ASSESSMENT DATE 9F ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE I, $_----=-2tL.;;:O~2-=-5.:;.::.1::.=;9__ ,?sc./1,9 D If you pay the above'amount within three (~)months " of the date of death of the decedent,o~on orbef~'re August 16 19 70 you may de~uct a discou.nt of 5%of the amoun~of tax due,or .' D This,tax'became delinquent,Jiftee~(15)months, after the d,ateo{,death and,in addition to the tax,st9tutory in'terest at the rare of 6%9f the tax per annum 'is also due as of *~.,..-.'-- 19_·_in the amount-of *lfihe ta~is not"paid by ~the above date additional interest is due,at the rat~of 6%per annum until paid',', TOTAL AMOUNT DUE $ -~--~----~-- 303.78 /7.3..,9?$================= ,(Agent for the Commonwealth) APPRAISED BY:_ ,'(Inheritance Tax Appraiser). ASSESSED BY:_, ..,~'J tNSTRUCTIONS':TO'TAXPAYERS ,~. Make checks or money orders payable to: ~~Jr!W~',>~" ~6tt#C?&~'S-cQj .,,?~"/-:,~i,:?6"-~7J"7~~..,';' To insure proper credit to your account this Official ,Notice must accompany your paym~nt.Mai I or bri ng 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 belowihe":~ale'Raid,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 genercd estate of the decedent or any other transferee. SCHEDULE OF DEBTS Descri tion of Obligation (attach separate sheet if required) TOTAL $ Amount Paid ~oO 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 aoo't'e,in the total.amount of $II Date of Approval:_ Register of Wills Form RCC-2 DEPARTMENT OF REVENUE II:•"'~'» BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWg~LTIfOF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J.uly 2.9..,1.97.Ql. COUNTY .J{as...hin.gt..Q.n . FILE NO 6J.-::...7.Q.-::...7.f.8 . Whereas,J.'OHN L.AUER late of G..Q.k.~b.1l.r.g . in the County of Ufa.s.hingt.o.n Commonwealth of Pennsylvania,having died on the .l..6 t.h day of H9.<y.....................................................19 7..0.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..~..K~9.h9.-:.~.~.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. .T'l'HET.n· Description of Allet Jt.Bank Account held in the UNION NATIONAL BANK Unit Values $ AppraisementMadeforInheritance Tax Purpoles 2 025 19 Total 2,025 19-------------------------------------+----fl,--=-.z.....:....::=-=--F-=--I ..1v.ASHINGTON....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...J.QHN LAUER . Deceased. Late of Dokeburg..,-. Date of Death May 16,1970J••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••.•••-••••••••••••••.•• Appraisemellt Docket Vol.38J•••••••••••••••••••••••••••••••••••••••••••••••••••••• Page,.No.....6.3."'..7.0."'.7.2.8..... Filed in Register's Office,Ju1y .2.9..,.J9 7.0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,.t , ~