HomeMy WebLinkAboutOC1970-0746 - ESTATE OF GALLAS...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 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 J"'ie)Jon j\lptj onrl Eank (r Trust Co.1'1erd81e GUice i/67
ADDRESS 995 Jefferson Ave.·v'Jashington.Penna.15301
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT ~
NAMES ON ACCOUNT
OR INVESTMENT hary Ga.1las 1'1'1"Idchard J.Gallas
DECEASED JOINT DEPOSITOR,./'
TRUSTEE OR INVESTOR Nary'Gallas ~-..,...._
ADDRESS 550 Jefferson Ave.hashington,Penna.15301
DATE OF DEATH :-:=-::--J_un_e_5-,_1_9_70 _
SURVIVING DEPOSITOR,Richerd J.GallasBENEfiCIARYORINVESTOR._
ADDRESS 5_1_8_Ja...:y_St_r_e_e_t_A_sh~l=an==-d ,~O:.::.h1::.::·o~_
RELATIONSHIP TO DECEDENT SonDATEDEPOSITORINVESTMEN-T-~I..--------------
WAS ESTABLISHED Dec.18,1969 Ie
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $$.;..:.'5_07.:-._2.:-9 _
.so?02 f
00.rr
I S-~~9--S ,70
RCC-134 (1-69)
~".e"COMMeNWEALTH OF P.ENNSYLVANIA
D.f:p~Rr;;~NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
..-,
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Bureau File No.?l-70
TO:--4awIio¥CHAlA~Bw.n~,;lI-l._'-SoIGra.AJ4I,106tl·AlWSl.,;.:,''_'_,;;;..'....;.._
51e JAY STUBf
ASHLAND,:OUIO
Date:_---'-:~J:-7u~lr~,~·2:-!,~1~9;..:7..:::.0__-,--WASHINGTONCounty
County File No.~_--
/VG
We have received notice that,a~:~!,~'~'~~'~~f~'~~w~~~~~~~~~~~~~~~~~~on ,',~~,',•.'.",.1,9_,c.rou ,come Into o~n~rs ip 0 certain property t rougwiXft~tg~transfer trom }fARY CALLAS,'De@a·sea.,.
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
appraised by the Commonwealth,as of the dote of death,at $__---.:....;...aI.s()Ji;I...7.....¥#I,2~9--
100 %of this amount is taxable at the rote of 6 %
ORIGINAL ASSESSMENT /'
If
AME~DED ASSESSMENT
$--------
AMOUNT OF TAX DUE
,D If you pay the above amount within three (3)months
of the date of death .of the decedent,or on or
before P~'t;:,St 19 ,'I00U may deduct a
discount 0 ~1r of the amount of tax due,or ,
D This tax became delinquent,fifteen (lS)months
aft,er the date of death and,in addition to the
tax,statutory int~rest at the rate of 6%of the
tax peeannum 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 $
.-----------
"30:;,44 $=================
CTIONS TO TAXPAYERS'
APPRAI SED BY:-----,.£;;IL~~"..4J..--~~~
Make checks or money orders payable to:
(Agent for the Commonwealth)
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring 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 belo-Iv tke date paid,name and address of the person to wonom .~~.
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 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,theundersigned,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 Approva I:---'-_
,
,":,
Register of Wills
-
Fonn RCC-2
COMMONWE,.ALTH"OF PENNSYLVANIA DATE ...................~~~.~.~....4..t......~~7..2.............,.....
-;:Jo....DEf>ARTMENT OF REVENUE RESIDENT INHERITANCE TAX vlashingtonCOUNTYBUREAUOFCOUNTYCOLLECTIONS.....................................................................................-..........,.
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-70-746....................................................................................................
Whereas,..............................~~~TY....g~.~~~.................................................................................late Washingtonof...............................................................................................................
in the County of ...............................W~.1?hJD.gt.9.D........................................................................Commonwealth of Pennsylvania,having died on
the ....................................5....t.b...............................................day of ..........................J..~~.......................................70 seized and possessed of an estate19............,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,................................!.!.~.~.~....g~.~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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
Jt.Held;
Jt Bank Account #67-9070 held in the MELLON NATIONAL
I
BANK,TYLERDALE OFFICE,WASHINGTON,PA.In the names
I HARY GALLAS IN TRUST FOR RICHARD J.GALLAS.Opened,of
121'18-69.Balance as of date of death,$507.29.507 29
Total 507 29
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ...........................................................day of ................................................................................................................................................19 ..............
.............................................,..........................................................................................................,....
Appraiser
........................................................................".................................................................................
(Number and Street)
......................................................................................................................................,Penna.(Post Ofllee)
vlASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
HARY GALLAS
Deceased.
Late of
WASHINGTON
1970JuneDateofDeath,
Appraisemel!t Docket Vol.,.
Page,................................................No........9.3.:':7.~74Q .........
Filed in Register's Office,~$-:::4:,:19..7.9..
Amount of tax due,$."
DEPARTMENT OF REVENUE •
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,.
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