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Home My WebLink AboutOC1970-0864 - ESTATE OF DEIGANr Fonn RCC-2 .-...~ -"'...., .........~.~.l?~..~~:t?.~.r......4...t......J.~7..Q.......COMMONWEALTH OF PENNSYLVANIA DATE :;DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..........~~.~.~.~.~.g.~.~..~.....................................BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•.....................~..~.:.?.Q.:.~..§..4................................ Whereas,...........................Ra.c.ha.el....D.e.igan...............................................................late of ................................:t1.'?!.1:.<>..~.~~?..~.!.~................................ in the County of ...........................W~.$.h..i.n.g.t.Q.n ...................................................................Commonwealth of Pennsylvania,having died on the ..............................l..Z.....t..h.............................................day of ...........J.un..e....................................................19.....7.0,seized and possessed of an estate 1 subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................W.,..R.,......C.h.a.n.e.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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValue.Made for InheritanceTaxPurpoles $ Jt.HELD: Jt.Savine.:s Account #19768.held in the wl'......I'.t<N P",NN~Y I.VANTA NAT Illl\IAT RANK 't\HRT.4.Ml OFFICE.MONONGAHELA.PENNSYLVANIA.In the names of RACHAEL DEIGAN or THOMAS DEIGAN.Opened, March 1954,Balance as of date of death.$3.702.23 (1/2 taxable)1 .AS1 1L 1 . I' j ", ~,-,, I ;. , .. - I Total 1,851 12 form~v~~hbl:~::I~i~w~a~~~::~;o~~:~~~rai=?:e~t~":~~9 t ·(&········Z········~·····2 .....................................~......:...........umber an Street) ................~!'.-'.N.............................................................................,Penna.d (Post Offiee) J HWASHINGTON ...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RACHAEL....DEI.GAN... Deceased. Late of MONONGAHELA Date of Death,~.:t.t.I.l.~..J?.,..J9.7..9.. Appraisemel!t Docket Vol.I •............•••••........•...••••••••••••...••.•••••• ..: J Page,H •••••••••••••••••••No.63-70':864 -' ... Filed in Register's OfJi.ce,.$~.P.t~L 4.,.19 7..() Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal j,.om Appraisement,H ••H ••••••••••••••••••••••••••••••••••••••••••• Entered and charged,H ••••••••••••••••••••••••••••••••••••••••••••••••••• ;- .. I Date:_-=Au~gu~.~a~'t~·Al?.L.''1-'-Jl!11iLl1l9~7.:KO _ County _~"'...:;:as=·.=h=i.b=gm.t=-O=n=._ lS063 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION " .-~,..-..". MONONGAHELAi PENNSYLVANIA TO:----",T..::..:;HO..::..:;MAc::::..;·;,;,.;..S......;;D:;...;.;Ec=tG.;;..;;.A..;;;:;.N::-'_ 509 PtE ASm'STRElT County File No._ Bureau File No.Ia<-.l-/0 .-Fe y We have received notice that,U.r.xB~mXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxxxmxx on June 12 .19-10,you came into ownership of certain proper'throug .,.'.'..'. UiKI~II)X~,transterf~Qm.RACHAEL DEIGAN J 'deceas~d. , RCC-134 (1-691 COMMONWEALTH OF PENNSYLVANIA I'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 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:Jot.savings Account #19768 i held in the WESTERN PENNSYLVANIA NATIOt1AL'BANK;MONONGAHELA ..OFFICE,UONONGAHEJ,A. PENNSYLVANIA ..'.In tbe nameaof P..ACHAEL DEICAN ormo~lAS ,DEJeAN.·Opened. appraised by the Commonwealth,as of the date of death,at $3.70'2.23 SO %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT .1 LESS:~LLOWED DEBTS NET TAXABLE AMOUNT $__1=..'.tL::S~5=-1.:;.::.1=2=--·_$-------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the dat~of death of the decedent,or on or before :iept.12,l~VO 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 ASSESSED BY:_ (Agent for the Commonwealth) *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 $111.0f $========= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account thiS OHidal Notice must accompany your payment.Mail or bring it to: ~;;?:C-tf!,.4/.1,J-0.;2..z ~/'-7J"---- ~.;/y/tJ I .:r.:.\.;;:~;ilWNWIALTH COURT HOUSE WASHINGTON,PENNA.15301 .... If you have already pa id th is tax to an executor,admj.n i~tr~tor,attorney or other persona I representative of the ' decedent for forwarding to the Commonwealth,list below 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 -A-~/_.r <¥'~~_____'--:;1./~d ,_~/.A-.;R'~"~?'cf'-oo /J"~~A #'--XZ /~6 .H~~-~r-~L.-<../d'o-Oc/ ~/,.,..--?y_'</../'\~7~.-<?1J"./~ZI J //~r:.6 n '--~;;h p1~"/.17/-.,/-J(j·o d,- TOTAL $/:/0101.(Ja (attach separate sheet if requ ired) 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, ~.' .,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 $p Date of Approval:~_:_'_:~_•._"~_C~_"":_,,:_ Register 'If Wi lis ". ,..-... ."" August 7.1970 NOTE:TO BE SUBMITTED IN TRIPLICATE ,---- " RCC-43 (4-69) COMMONWEALTH OF ~~NSYLVANIA DEPARTMENT OF REVENUE Cau 8t~~E'VED HARRISBURG Nr'y cott0F' _EeT/ONS AUG II 927RII'10 J 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 Uostorn.POMfh Nattl nrok ADDRESSFourth &l1ain St.,Mononl;aheln,POl.15063 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savinp,s Account #19768 NAMES ON ACCOUNT OR INVESTMENT Rllchael Daigan or Thomas Deigan DECEASED JOINT DEPOSITOR,Rachael '¢;'ti~~Deiaan .//TRUSTEE OR INVESTO.R .~__li;t _----iV~_ ADDRESS M·C!t Ii ...,-P uANDCOUNTYm.n .)I,elf ;sag"""",a.""aahington Bounty DATE OF DEATH June 12.1910 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __..;.;Th.;;.;,om=a::;;.s....:D:;.;;;e;;;::i~:;;:.;an=-_ ADDRESS _....:5;...O.;;..9...;P..,:1;.:;,ea;:.;.;·S:;.::,M;:,:-t~3:..::t..::J''L..:.:11::.:on:.:;:o:::::n.::l:gah=e.:::la=.l'r...:...:.Pa=.~1~5~O~63ol..-_ RELATIONSHIP TO DECEDENT......;;S;al,loQ..l:l _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~efQre MBrch ]9$1;t/' BALANCE,INCLUDING I~JERE-ST~k If;<1 L;'/ DUE AT DATE OF DEAlfH $3,702.23 -:J..---I CJ,I ~,"-J1 ----~ //1.0 1 ~)~~ Ifs.s-!>'~.----:rITLE Assi~tant Manager