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Home My WebLink AboutOC1970-0733 - ESTATE OF DUNNRCC-43 (5-65) COMMONWI:ALTH-bF PENNSYLVANIADEP~TMENT OF~REVENUE HARRISBURG j 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 repo.rt:', NAME OF REPORTING Pit.tsburgh Na'ti.onal Dank FINANCIAL INSTI TUTION --til+i'!.:-;;SJflo,';-:l'H'!'.~'g~':ieSfi'£1:--,l,f,VfH·;t·,,},!-Q4Qe:J----------- t>iouth ~~ain 3t ADDRESS ---=:\'l~as:::..f.·h~i~n~~~o:lln....:£:..E'awl:!:<5~3~Ol=-,'~"~+....;.,..,_,--- ACCOUNT NO.OF JOINT,..;,''" TRUST OR INVESTMENT DEPOSIT_::;:--~..,_;:;:;::....-_-"-------:....--- NAMES ON ACCOUNT Savtf1810J OR INVESTMENT ----~::::r-::r-n::::::::::-::::::~--------Uavid IJunn or "..--------. DECEASED JOINT DEPOSITOR Nrsaa.Jl!l ....a.u.nn,... TRUSTEE OR INVESTOR --m"5""""1b:niii:mr.m-tmnn----to:::..-..------ ADDRESS -W17at°~,tiHn;a.1.trl:1i'Oft"Av;e"ti.n;-;'leJ;5-3ffi:-_~·:a:.:,;::1A'i£'tQl't kid 15301 DATE OF DEATH :-::-::=::-::----0:--::---::-::-::=-::------------ SURVIVING DEPOSITOR,J'u.ly 7 1970 BENEFICIARY OR INVESTOR -n:::::r.r""Ti:':::::::;:------------David uunn ADDRESS --:1~7'Ll0:_l'ij~'a~]~l..LA~,1.'¥-Q--:--::::-:::-::-::------ W'ashingtol1 '"a 15301 RELATIONSHIP TO DECEDENTDATEDEPOSITORINVESTMEN:::T-s-o-n-------------- WAS ESTABLISHEDBALANCE,INCLUDING IN-T-E-RE-S-TM~Jo=V:""'1:>:2',n19:;-;:5'N:'S-(/~--------- DU E,AT DATE OF DEATH $__~:;;-;::--~--:::--r-I'-;--IT7-r---r-::;;::------ 2•.285.33 '=-'111'f~I~ .~70 1 ~/,/2,'7;'~f1,~(,.~)-~LE .S ro~'--~'/.3 Plai~fornl Aaslstant RCC-134 (1-69) ,eOMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:DAVID DUNN 170 HAtt AVENUE "OFFICIAL NOTICE 'OFiNH ERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:_----:J::..:!u=l!OLy_2:::.:2:J1,l.-,..e.19~1.!..:O::...,_ County __If._:A_S...:.:.H.::.;IN-.:G--=T....::.O.:....N _ 15301WASHINGTON,PENNSYLVANIA County File No._ Bureau File No.&3-2CJ"./,.3'.3 ~e have received notice that,~~~~ on July '7 1970,you came into ownership of certain property throughQlmmlU~nmm"+..'.'.~,tranSfer from,MRS.ISABELLA DUNN~,deceased j Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:':,Jt.Bad Aeeount H18103~held itl 'the PITTSBVROH NATIONAL BANK,WASHINGTON OFFICE JWASHINGTON't PENNSYtVAlIA. Balance_a of date ctfdtath.$=2"",=%=85".,.''.l!:..!'3~3E..!'!-'_ appraised by the Commonwealth,as of the date of death,at $2.285.33 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 $1.142.6'$-------- AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the dateo~d~t~o~the devaent,or on or before '.'C .0 Gt''19 .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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (Agent for the Commonwealth) ASSESSED BY:_------------- TOTAL AMOUNT DUE APPRAISED BY;&.:~Z,u {Inheritance Tax Apprai r) $$-================= 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: .1(<<#£II /VJ..~,~:tie-.#'"fOESS3;r! ?~7-..;?.Y~/0 -$'~S;/J 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 bel~y{the~ate p~aid,name and address of the person to whoni"'-. 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 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 01=:_ 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 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 ---DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH.OF PENNSYLVANIA RESIDENT INHE;RITANCE TAX APPRAISEMENT DATE ~.~1.y.~.~..L !..~..?..9.. COUNTY y~.~.h.tng.t.Q..P.:.. FILE NO ..§.~.=..7..Q.::..7.1~.. Whereas,N.r..~ls.a.b.e.ll.a D.unn late of J\!.ashingt.o.n . in the County of lv.a..shingt.o.n Commonwealth of Pennsylvania,having died on the 7 .th day of .J.ul:y 19 7.0,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,"l..,..R C..ha.ne.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. JT.HELD: f Description of Asset --.. Jt.B nk AC~(,'l1lnt hp.1C1 in 1"hp PI ':'>1<II"<lyH... NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON, PENNSYT.VANA Tn fup.n:lmp~nT nAVTn nTTNN nr MRS.ISABELLA DUNN.Onpnpn 11 _1 2-.r:;R 11:11:l nC"~ as of date of death $2 285 33 1/2 taxah1p. Tota.l Unit Values $ Appraisement Made for InheritanceTaxPurpoleS 1.142 67 ,lLl.?(:,'7 .......WASH:rNQTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS ISABELLA DUNN Late of lvASHINGTON ~Deceased. Date of Death,}.~~y 7,1970....................................................... Appraisement Docket Vol",. Page,No.63-70-733.. Filed in Register's Office,..July .29.,19.7.O' Amount of tax due,?J .. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal fl'om Appraisement,.. Entered and charged,.. I.I • ,. /, .' f