HomeMy WebLinkAboutOC1970-0877 - ESTATE OF MORGANFonn"RCC-2
DEPARTMENT OF ltEVENUoE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE 9..?~..??~!.?§.'.~??.?...
COUNTY W~§.h.:i,,;ggt..9.l).
FILE NO...:§~::...?.?..-::.§?..?...
Whereas,Flora ~1o-I'g-an · ·late of ~a.:.s..~.~.~gP.:.
in the County of .'Vlashingt.on Commonwealth of Pennsylvania,having died on
the Z8.th day of ~.1JJ,.y 19 7.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~~~.~..~g.~~.l.~.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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
Jt.Bank Account (1)Checking #74-47939-1 and (2)Savings #74-00262~
2,the UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH OFFICE,PITTSBURGH
PEJ\l1~SYLVANIA •In the names of FLORA MORGAN OR EDNA SCHOTT ,Opened Cm.)
_~__-----~:.;p.-.........""':;r-.................."':
~(2)If 20 70.Balance as of date of death,(1:)(~207.40 '.".,
I "",..:.~~~
-.',..Z2);,..$5,·oi~~;-2?":··'.:.,...;:.,.::.......~??~Ih7"".
Total 5,223 67
,
I I
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this d ..6 ~day of ·.::::.:.::::·Zu~·:·::·~::·:·.:·:::·.::.·:::::..::::..~..~;.
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.(Number and Str~et)
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vlASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
fLORA ..UQR.GAN.....
Deceased.
Late of
.....WASHINGTON .
Date of Death,..7~Z..$~7Q .
Appraisemeilt Docket Vol.,3.$..
Page,::l:9~(L No ~?.-:7~.f3J..7...
Filed in Register's Office,....g.~.~.~...??....J9...7g
Amount of tax due $,.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,.
Appeal j,.om Appraisement,..
Entered and charged,../
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LAST WILL AND TESTAJ.VIENT
OF
FLORA ANN MORGAN.
I,FLORA ANN MORGAN,of Hanlin Station,RoD.#1,Hanover
Township,Washington County,Pennsylvania,being of sound mind and
disposing memory,do hereby make,publish and declare this to be
my Last Will and Testament,in manner and form following,hereby
revoking.:any \Vill or Wills heretofore made by me.
FIRST:I direct.that all my just debts and funeral ex-
penses be fully paid and satisfied as soon as conveniently may be
after my decease,and that my funeral be conducted ip a manner.
'corresponding with my estate and station in life.It is my further
wish that I be buried in the Chestnut Ridge Cemetery.
SECOND:I authorize and direct my Executrix hereinafter
.named to convert all my property,real,personal or mixed into cash
in such manner and means as may be best in the full discretion of
my Executrixo
THIRD:All the rest,residue and remainder of my estate,
real,personal and mixed,whatsoever and wheresoever the same may be
situate,I give,devise and bequeath to the following children,
'namely:Evelyn Wilson,Leona McElhaney,Wilman McNillen,Edna
Shott,Margaret t.Jyeth and James McMillen,share and share alike,
their heirs and assigns forever.
__I -
.,,-",-...........~..~
,~<"':-_....'.......".'
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iInominate,constitute and appoint my daughter,FOURTH:-
FIFTH:
;;Edna Shott,Executrix of this my Last lvill and Testament,and I I
'.direct that she shall not be required to enter security.in any juris-
II
I direct my Executrix herein named to retain mJ
I
Sciamanna,in the settlement of I
'diction in which she may act.
.'fl 'IiI,I..
:counsellor and attorney,Edward V.
my Estate.
,1960.
II~WITNESS WHEREOF,I,FLORA ANN MORGAN,the Testat~I
above mentioned,have hereunto set my hand and seal this 't.?P ~day f
II
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Ihaen;',-fMEYr:-tSEAL)!
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III
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,ZZism:&WJX1&.ggp-.....4m&l==WM&JS&,IZR4iC.itWZ&aiJMimaa:a••:a /
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Signed,sealed,published.and declared by the said FLORA
l ANN MORGAN as and for her Last VIill and Testament,in the presence
of us,who,at her request and in her presence,and in the presence
of each other,have hereunto subscribed our names as witnesses there-
Address
•l~
R CC-43 (5-65)
,-'Y''';'.....,COMMONW~ALTH'OF PENNSYLVANIA C ",e~~CEIIVtlr
DEPARTMENT OF REVENUE (NJNr:r ,c;5tt1 tOF
HARRISBURG A .,LfCrUOIiS
'OC'/O .4Z9,fN 'lD
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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
FINAN CIALINSTITUTION _-=T::.=..he~U::.=..ni::..:o::.::n:....N::.::a:::t:.=io::.:n::::al~B:.:=a=n::.k -::o:.::.f-:P:-:i:.:t..:;ts::..:b:.:ur=.Jgra:h~__
P.O.Box 837,Pittsbl1rgh,Pa.15230
ADDRESS -------5.!:.\t::.;t:..:.:--=H=:!..-:G::..:.~Mi==l==l::::er;J,L.::As~s::...'..=:.t....;C~e.~Bh~i~e~r _
ACCOUNT NO.OF JOINT,#74-47939-1(Checking)--
TRUST OR INVESTMENT DEPOSI T__---!.#7~4-.:..:0~O~26~2~3~-2=.l(.=:S~e.v!..:!in~gf:l.!S~)___=_-.;:-_
NAMES ON ACCOUNT
OR INVESTMENT ---I...F.-:1:;,;:,o.:-ra=::::Mo:::r:::g::an=-_--=o.=.r _
Edna Schott
DECEASED JOINT DEPOSITOR,Flora Morgan ==TRUSTEE OR INVESTOR ..I:::~::....-._
ADDRESS __44..;...;...O_B_r_o_a_d_S_t_re_e_t~,_W-::a==sh=in====gt=o=n~,_P_a;.:,.•.-:1:;.::5.::.30-:1~_
DATE OF DEATH =::::::-::-~J.=:u1y::!!.-::.:28~,.....:1~9..:..70~_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR E_dna__Sc_h_ot_t _
ADDRESS __44_0_B_r_oR_d_St_r_e_et_,_l-la_s_h_in_g_to_n,_P_a._l_53_0_1 ---
RELATIONSHIP TO DECEDENT Daughter
DATE DE POSIT OR INVEST MEN:::T~--'A--pr:-';i1~2:::;0::-,-:1:;-;:9;;;70:;::-:(r;;C;:-he-o"'k"'in-g~)-\07'~--
WAS ESTABLI SH ED ""'7....;:;:A£.;pr:.:U:::....;2;:-:0L,...:1~9..:...70~(=Sa:::.::v:.=in~g2.:s:!..)~~::::::....__
BALANCE,INCLUDING INTEREST 207.40(Cheokin~)
DU E,AT DATE OF DEATH $__---T-----::5:..z.::.:01=.=6:.:.;.27~(.::.:Sa::..::v-=in::5!.::s!_)_~/::.-----_
--~~
Signature TITLE
Assistant Cashier
WASHINGTON MALL OFFICE
:>~~~':';1""4·?;r··'~\
()"
Re(-134 11-691
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLl.ECTIONS
INHERITANCE TAX DIVISION
OFFICIAL ,;T10:OF INHERll ANCE TAX
APPRAI~EMENT .AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMiNiSTRATION ..
153011-t'ASUINCTON,PENl~SYLVANIA
TO:EDNA SCHOTT
440 BROAD STREET
Dote:Auguot 1'1 t le10
County ltlaohlaatoal
County File No..3 ~-;00 -q
Bureau File No.b3-)0 -g 77
We have received notice that,~nJOQiHXiLUXXXXXXXXXXXxmxxmxxxxmnnmoopom.
on July 28 191.Q...,you carre into ownership of certain property through~~xrn<'HIOmIt
xnmrfmrnm~~transfer from,FLORA MORGAN,decoeood.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.-
The property on which tax is hereby assessed consists of:Jt•.Bank Acc~Ul Ch9ckiRa (I
'14-47939-A and (2)Sovlngo II 74-002623-2,the umo~NA?IOfW.B/ili«OLf
pmSBUROH,PITTSBUROH OFFICE,PriTSBURCB,PENNSYLVANIA.In tho nac:::o o~
FLORA l$)RGAN 01"&DNA SCHOTT.0"000I (1)~(2)~-2o-1O.f!Qloaao no 0f ~oo
@g~m~b~~~$~7.~~~$~5~oO=1=6~.2~1~.~~~~~~~~~~~~
appraised by the Commonwealth,as of the date of death,at $__$~e2=23~,6x.·..L7__
100%of this amount is taxable at the rate of 6 <fa
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$~~S~nIl.:::2=:23~.~G..L.'t_$--------1
AMOUNT OF TAX DUE 313.42
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Oet Of 28 19 10 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,statuto.ry 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
$========1$TOTAL AMOUNT DUE
/;7 //)/?/.
APPRAISED BY:)?-1//~(A".(//ASSESSED BY:~-------__1
(Inheritance Ta'x Apraiser)(Agent for the Commonwealth)
~TRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
,::.~>,M.:N'n ~A..l r1
COURT HOUSE
\~ASHINGTON,PENNA.15301~~f 7,$-..3
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