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Home My WebLink AboutOC1970-0803 - ESTATE OF GRADITORFonn RCC-2 I ~~ COMMONWEALTH OF PENNSYLVANIA DATE ..........A~.g~.~.~......l..~..t......J:.~.?..9...............,...'D'EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ............,Wa.s.h.i.ngt..Q.n..................................BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...............§.~.:::.7..Q.::.~.Q.~....................................... Whereas,............J.e..nn.;i.~.....q.r.ag.i.t.Q.r..........................................................................late of ...............................9.A.~~~.~.~~.~.€.;.................................... in the County of ......................W.8..s.b.i.n,gt.Qn.......................................................................Commonwealth of Pennsylvania,having died on the .............................2.8.ih..................................................day of .......................Ja.n:uao...........................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.........;..C.hane.y..................................................................,an appraiser duly appointed according to law, haying 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 transferrej in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth :lereby expressly reserves the right to appraise and assess transfer Iinheritancetaxesatthelawfulcollateralrateonanysuchfutureint4!rest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ 'fiT.HELD: Jt.Passbook Savine:s Acct.#66-1453.in the MELLON NATIONAL BANK &'TRUST CO~lPANY ,CANONSBURG OFFICE.CANONSBURG.PENNSYLVANIA.In the names of JENNIE GRADITOR IN TRUST FOR MADELINE LOIS BENJAMIN (KLEIN).Opened,Marct 7,1962.Balance as of date of death,$526.69 526 69 ..",, ;-,.; .I ,".. t'., ~.,j -.....:·.·... ~Total L.526 69 ,, .,·,-.-... I fonn~~V:fhbl:':::fh~worJla7}~~~'~:;o~~~~~bo~e~JlllraiSe~entis~~de 1~29 ....."..............-;;;e....................~...7 ........·..~..y~fi~-.,>n"··..·,......······..,..·......·7~..··..·_·~..·............·..........·............·......(7 Stree ..(.......•.......:................e<.........,.,.....•............•....•.........•Penna. "--(Post Office) WASHINGTON ....County ... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JENNIE GRADITOR Deceased. Late of CANONSBURG...~... Date of Death-·'....·~)January 28,19701~. Appraisemei!t Docket Vol...,. Page,No.~.~~?~.:~.~.~. Filed in Register's Office,.August.....18.19.7Q.. Amount of tax due,?J . DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppmisement, Appeal fyom Appraisement,. Entered and charged,. I .__.~__ .,..~ 'J .~, ~ ~ ~ .::' ~- " ~.;. ........ _..<-.""q: :' ~\.. .. ~. Ie#f NOTE:TO BE SUBMITTED IN TRIPLICATE c. RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF ,t;:'EVi!NUE HARRISBURG Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: .Pursuant to Section 742,Pennsylvan'a Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION ~'f IAtt~I:.,.a mtn.CtH'~ ADDRESS 1 tmft PUB 8ft\_.~f1S8llRG.PA.I'.' ACCOUNT NO.OF JOINT,~ TRUST OR INVESTMENT DEPOSIT ~~~~" .~~~~~~~T~~~$UWT 4brmto ...~~..lteW&aII ~~ r .•'J>'..'-- .:"'-'\:..~,f ,.•,....... _"-....TITLESign~ture ADDRESS *....Iett.GCb~t CUu~_.1'.'1 DATE OF DEATH --lI#i!!!!...,,!!!:!!!..~.L!!!..:qI.··w;ll!!J!rJQ~·.·!!...·_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR lbCk!401m k40 b~CItpIp):.-_ ADDRESS ~.,.=..="~"*,,,'"1h9:.....·..;.".......;u;;::...••it::;;J,....,.·.6e;;;;;;·;;::.,O,;;,R«!I.:::0=...,..__,;,;..;;;b;::.:..,.·_1tIifI ....·'1iRfJi ,- RELATIONSHIP TO DECEDENT_~..:;;:.'='=-=""~.'.r;;;;;...;;;.;'."=,,_._ DATE DEPOSIT OR INVESTMENT .'..".' WAS ESTABLISHED,..,..~"1_"\ BALANCE,INCLUDING INTEREST ~,,-M DUE,AT DATE O~DEATH $'_iI!i'~-",,_......,..,_ /'''"") ( ,......< -·'~"~I-...J i" j 'f';I~I ...~"" OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT Al'-D ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION , MADEl,INE \LOIS BENJAMIN KLEIN APT.#.9~XSAN RENO AVENUE __~C.9RAL.GABLES t FLORIDA 39146 Date:A=u.~gu~·!2S~t:..-·~4......~1~9~'1....;:O:..--..,- County t'l_a._sh_i_n_g_t_o_n _ County File No._ Bureau File No.tJ,.26 ".f6.2 We have recei ved noti ce that .........1 ...XXXX.XXXXXXXxxx.xxxxxxxxxL"<XXXXXXXXXXX on January 28 19-1...Q you c~me into ownership of certain property through r'.. ~~'X&HI1iJmUXHXX transfer irem;JENNIE GRADITOR,'deceased.'' TO: RCC-134 (8-65) _SQ.MM0l'i.WEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVJSION '. 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 du:!'is imposed upon you,as transferee. The property on which tax is hereby assessed consists.o.f:.Jt t paSSbOOk Satin~Acct~66.1453, in the MELLON NATIONAL BANK &TRUST COMPANY.CAN NSBURG OFFI E,CAN NSBURG. PENNSYLVANIA.In the nameS of JENNIE GRADITOR 'IN TRUST FOR MADELINE LOIS BENJAMIN.Opened ~~reh 7.1962~Ba1ance as of date of death,$526.69 apprai sed by the Commonwealth,as of the date of death,at $526.69 100Y0 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 $.526.69-_....::.::~:..=..::;--$-------- AMOUNT OF TAX DUE 31.60 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before 19 you may deduct a discount of 5%of the amount of tax due,or .;,~ D Th is tax becam,e de Iinquent one year after the date of death of the decedent 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 ASSES:SED BY:_ (Agent for the Commonwealth) *If the tax is not paid by the above date addifional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY:L.b4"Ly.~-+'-~6i=~~~- $31.60 $===============.. INSTRUCTIONS TO TAXPAYERS 'Make checks or money orders payable to: ~~nJ.J:A~,or- ~e-""ft6,p~.s-P.J ?~~...3/CO J--/P~70 {over} To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: i<~11 AJ)..~ .,i O;.jv):,N:;~EALTH COURT HOJSE ' WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,lisJ.be.I()I~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 Offricial Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid fune~al 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 person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee,. Date Paid Name of Pa ee SCHEDULE OF DEBTS Description of Obligation (attach separate sheet if requ ired) ~" TOTAL $ A'TIount Paid 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__. •Signature 'of Taxpayer ....~_-~..:i ';'i ........ .'.~.;>...../'r REPORT OF REGISTER OF WILLS ,I I,the undersigned,duly elected Register of Wills in and for the above courtty,do respectfully repQrt that I have allowed deductions listed above in the total amount of $--------et . . Date of Approval:. Register of Wi lis