HomeMy WebLinkAboutOC1970-0830 - ESTATE OF MCGINNISFonn RCC-2
DEPARVIENT OF REVENUE
BURe-Ari OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWE4Vr.H pF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE A.y,.gy,~..t.?s...'"l ..~7.9 .
COUNTY W~.~.h.!.~.g~..Q.~.
FILE NO §.~.::.7..9..=.~}.9...
Whereas,~~w..'i4 Mc..Q.i.nn..i..s late of ~1.c..PQ.na.ld..
in the County of Jiashingt.o.n Commonwealth of Pennsylvania,having died on
the J9.J:..h day of J:.~:!.y 19 7..Q seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~..R..!Q.h~.p.~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 Appraisement
Description of Asset Values Made for InheritanceTaxPurpoles
$
JT.HELD:
Tio R:ln~A-nlnoJlJlot:hplrl in rhp.P II IH"..H
NATIONAL.BANK,McDONALD OFFICE,McDONALD,PENNSYLVANIA
In the names of JOHN ~1cGINNIS or MRS.JULIA McGINNIS.
Onened ..4-29-68.Balance as of date of death.
$981.60.(1/2 taxable)490 80
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Total 490 80
formf;v~~h hI:":::~~w~~~:.~a~o~~~~~~":§e:~iS:il~,>f'
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.WASHINGTON County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~ms.JULIA McGINNIS
Deceased.
Late of
.,McDONALD-.
Date ~of Death July 29,1970,.
Appraisemel!t Docket Vol.I .
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Page,.No.63-70=830...............-.
Filed in Register's 0 fjice,A:u..gU$..'t Z..S..19.7.Q .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f"om Appraisement,.
Entered and charged,.
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RCC-43 (5-65)
COMMONWEALTH OF PENNSYLVANIA
DEP'/(RTMt:!lT ..OF REVENUE
HARRISBURG
J
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NOTE:TOBE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26·S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
,,
Pursua,nt to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING Plt;tebUl'gh Nat-l0M1 Sank
FINANCIAL INSTITUTION -----"!,.4dtH'1fti00m.ta1"'d.t-~elfl;f:'H,t'*'C6"'---------
ADDRESS -_'D_O_nal_''_d_,_P_&'1_'_0'_7 _
ACCOUNT NO.OF JOINT,1984486 '"
TRUST OR INVESTMENT DEPOSIT=,..--."-'--_
g~~~~~~T~~~~UNT JQhn KcG1nn1a~t:"~.M.la tloGJ.nnlt
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DE~~~~~~~06~~~VE:S~~~OR,He.th111a *G1Dftle "'V=~_
ADDRESS "B.A.McDonald,Pa.ljOS'
DATE OF DEATH JulI'29,19?O
SURVIVING DEPOSITOR,101m IfCCltnnle
BENEFICIARY OR INVESTOR _~_
ADDRESS I.,D•.(11,lfCDonald,h..1 SO$?
Sol)RELATIONSHIP TO DECEDENT_---.;__~-'---'----'------~__
DATE DEPOSIT OR INVESTMENT AptU ,191968../
WAS ESTABLISHED "•,',
BALANCE,INCLUDING INTERES~,~,",'1::-",'<#J.!C1 ~
DUE,AT DATE OF DEATH $.~,~,i?-'"7 ((/.tJt)
t,'rR 1ytJf:,'~~c :H'~J.;,.4Av#(~-
l(j ul Signature TITLE5~£1 rJ!)~,II 7
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RCC-134 (1-69)
COMMONWEALTH OF PENNSYLVANIA
DEP~RTMENTOF REVENUE
B-UREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:JOHN McGINNIS
R.D.#1
,-"---OFFiCiAL NOTICE ,)FINHERITANCE TAX
APPRAISEM!~~T~ND ASSESSMENT OF
ASSETS NOT SUBJEtt TO ADMINISTRATION
Date:A_u....:og~u_a_t_20---L..._1;...,;9_7_0 _
County '_ia_s_h_1_·n-:.g:.t_o_n _
_.....;M;..;.;c;..;.;.D..;..;ON;,;...A..;.;;.LD.;....".~PE....;;NN~·..;.;;.SY;;;...;;L;...;.V.;...;ANIA;.;.;;·;,,;.;;.·'.__1;;;;.;;5057 County File No._
Bureau File No.c::1-26 -f3d
We have received notic~that,~~~~~~X~
on J,uly 29".19..1Q..,you came into ownership of certain property through~"{
~~'t~transfer from.J,~,:§it deceased.
::::J"V I.;/1 /J1C G /,vA.J IS
Under the Inheritance and Estate Tax Laws of the COl1monwealth 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.,Bank'Account #1984486 f held in'th~
PITTSBURGH NATIONAL BANK,McDONALD OFFICE.McDONALD.Pennsylvania.In the name
of·JOHN McGINNIS or MRS.JULIA Me.INNIS.Opened,4.29*68.Balance 'as of .
date of ,death;$981.60.
a'!raised by the Commonwealth,as of the date of death,at $981.60,
o %of this amount is taxable at the rate of o %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the dateoof dea~9of the d'7odent,or on or
before ct.,'19 you may deduct a
discount of 5%of the amount of tax due,or
o 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
TOTAL AMOUNT DUE
/'1 1/)#
APPRAISED BY:(1,1 .~':~(_l--t._
-(Inherita~c~Tax Appr ser)
$
490..60$_.:...=...::...:...;;;..;:;...----
29.45
1.47
29.45
$--------
$=================
RUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~u.m:11 Mt~,¥
?ce/~6Y.ss7)?
?J'£.I7~
f 'olS-r/O
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mail or bring it to:
AGENT FOIt THE (;O!'f.M~'.N·...i..:;".;,,,'
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administqltor~attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list belowthe date paid,name and address of the person to whom
you made payment,their official title and the amount.oC
Date Paid Name and Address of Payee Official Title Amount Paid
SS:
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 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__
REPORT OF REGISTER OF WILLS
Signature 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 $0
Date of Approval:_
Register of Wills
i
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