Loading...
HomeMy WebLinkAboutOC1970-0752 - ESTATE OF HENDRICKS--- Fonn RCC-2 ....~.~.p..~.~.~~~.~......~.~..'........!.~.?2COMMONWEAL:;!:'H OF PENNSYLVANIA DATE;,,."DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ................~~.~.~.~.~..g,.~..~.~.......,;stJREAU OF COUNTY COLLECTIONS COUNTY .................... APPRAISEMENT FILE NO........§.~.:..?9..:..?.?...~........................HARRISBURG.PENNA.17127 ..,................. Whereas,...................¥..:r.!,l.P.,.~....Jle..P.d..:r.i.c.k$....................................................................late of ..........................~y.Cl:.~4.~.l.l:g:t::.9..~.......................................... in the County of .....................JV!,l..$.hiP.,gt..QX1........................................................................Commonwealth of Pennsylvania,having died on the ..............::t..:t......:t::h.............................................................day of ....................~l..l:m.e..........................................19...7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...................w...~..R.~......G.h~.n~.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 Apprai.ementDe.crlption of Auet Value.Made for InherilanceTaxPurpo.e. $ KUKUX .TT r.n· Jt.Savine:s Acc.#24988 held in the PI NATTnNAT RANK tJA~H I NI~'I lATA'".~IINIt<H :t<., PENNSYLVANIA.In the names of FRANK HI'.N It<'11:1\...... or MRS.~E()R~F.PTT~J(A'RTr.J.J ()..1 ?.1 _k~. Balance As of date of death.$3 025.00 (1/2 1"~Y~h1f1!)1.512 50 - ,. ,,., ,-. ·, · .c .·., ,. " , Total 1.512 50 form~v~t,bl::::llh~w~a2<?~I:::~a~o~~~~;tZ~;:;;;p~seIl1~~tiS~:jJ~ ~········7·~r~··.................................................... Penna.······..·..·....···..····..·U···.._····..·............··..··..............................., (Post Office) ..........................WASlllNQT.()N.County ~--.., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRANK HENDRICKS Deceased. Late of l'1ASHINGTON Date -of Death,.J..y.n~l..l..,:I,.~.1.Q . Appraisement Docket Vol.38,. Page,9.1..~.1..No..J>.~::.7.9.::.7..~..~. Filed in Register's Offi,ce,..S.e.pte.........l.019.7.0. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abaftt Appra.isement, Appeal f,.om Appraisement,. Entered and charged,.. I' .. r, , RCC-134 (1-69)"....-'COMMONWEAL TH 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 11ASHINGTON,PENNSYLVANIA 15301 TO:_...A:MR~S.s...t....3IiQ~E~OR~Ge:E!.-P:LlUi!.::S~KA=R~I~C~H"--_ 2905 TAFl'STREET Date:June 23,1970 C WASHINGTONounty _ County File No.c£t:,9/-/ Bureau File No.Q---20"7~=< Wehaureceii~noticet~,~~~~~~~~~ on .June.~19_7_°,you came into ownership of certain property through ~~QZ~ ~~~transfer from FRANK HENDRICl~S,Dacea.$ed. 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 ..Sav.Aect.·#24988 held in the PITTSBURGH NATIONAL BAl't1{,WASUIUGTON OFFICE,''1ASUINGTON,PA"1 in the names of FRANK HENDRICKS or MRS.CEOltGE PUSKARICH..Opened 3-1-65.Balance as of date of death,$3.025.00 appraised by the Commonwealth,as of the date of death,at $3,Q25~OO 50 %of this amount is taxable at the rate of6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT UCTIONS TO TAXPAYERS (Agent for theCommonwea Ith) \ DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E D If you pay the above amount within three (3)months of the ~e of de.qJh of the dece1lJnt,or on or before pt..U 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 'd Ipal: APPRAI SED BY:--,,*,.:z:-=--~~=====.;;:::;;.~ $~1=.::,~5-=1...:...2..:....5:::...:0=--__ 4.54 90 ..75 $--------- $-===========:::=::== L Make checks or money orders payable to:To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to: .'.~,-..,....r·;\:Gor~1MONWEALTH' COURT HOUSE WASmNGTort PEUNA,IS~O' If you have already paid this tax to an executor,administroklr,attorney or other per~or,lal [~prese~f.ative of the decedent for forwarding to the Commonwealth,list be row the 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 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) SS:COUNTY OF:_ 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_. Signature of Taxpayer 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 $--------0 Date of Approval:_ Register of Wills ,. RCC-43 (5-65) e·-., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG June 17 1970 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 Pittsburgh National Bank FINANCIAL INSTITUTION _----iW~a"l':f6h.;;;:ir:::r1R'r.t:=_=o""n'r0~r=fric=e~--------­6 S Ham Street ADDRESS ..:.:..Wa..:.:..a..:.:..h=i=ngt~on=_.;;P~a::...;1=5,....30=1 _ .ACCOUNT NO.OF JOINT, TRU ST OR INVESTMENT DE POSI T--.iSiI-Oiiaf>r.1JilHBt1ii!ge-8---ff:#2tt;rt#19tsl:SSr--------- NAMES ON ACCOUNT OR INVESTMENT Frask NEmQFa.eks ef'-DE~~~~~~~06~~~VE~~~~0_R_,_+:Pi:mft*~-t.I::f'tf:\6:P::I:e:ie:;t-8;-fi-~-h~\Z'-----/---- 2905 Taft Street ADDRESS ---:.:W=aB=h=i=ngt""'otun'-'P~a.....·.....1.....53.....0...1 _ DATE OF DEATH ------t1~willlBl&e_.tll l~9l:f<70l:t----------- SURVIVING DEPOSITOR, BEN EFIC IARY OR INVESTOR ----jM[lWIr;:.;;lg~"e84GP~gOo-:ll'Pl~ti6iellE,t;EaK'r~ielehll-._ 2905 Taft Street ADDRESS p....M'a=s....b.....:2 J:I~'S"""tllilooR~f'-aQ......l-.:5~3y.<n...·........._ RELATIONSH IP TO DECEDENT-->d_a.....u61gh.....t...,.e.....r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED IleaI'M 1 1965 if BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $.9J3~"O.M2~5eloo.OOA#--------------- J .""..F d'~~/de e.L.. Si9f1ature ~TITLE P1atfo~Assistant