HomeMy WebLinkAboutOC1970-0888 - ESTATE OF MYERSDate:_--:A=u=gu=s::..::t:.-..=2;.:O~,_1=-9~7~O:...:_
County _---::W~AS.:::..:.:.,:H:=I::.::NG.=..T.=..O::.:N:.:....-_
OFFICIAL N,OTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
.....,"-R CC-134 11-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
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TO:MRS.SANDRA JEAN BEAL
R.D.#2
_.....M=Q=NO;::N=G=A=HE=LA=·::.I.t---'P~E=NN=.;SY::.:!L:.:.V.::::A=NIA=·=---=15063 County File No._
Bureau File No.~3 -/0 «-J'?J-'
We have received notice that,UUXDKXDC5XJaxBXXXXmXXXXXXUXXXXXXXXXXXXXXXXXXXXXXX
on~19..1Q.,you came into ownership .of certain property through
_XUX transfer from_RALPH S.MYERS,DECEASED.
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 ..Savings Account #29190,held in
the PITTSBURGH NATIONAL BANK,\iASHINGTON OFFICE,WASHINGTON~PENNSYLVANIA.
In the names of RALPH S.MYERS or MRS.SANDRA JEAN BEAL.Opened,11-4-69.
Balanee a.s of date of death,$~1~,5~1~6~..~9:..!..7~._
appraised by the Commonwealth,as of the date of death,at $1,516.97
100 %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
$--------
AMOUNT OF .TAX DUE 91.02
o If you pay the above amount within three (3)months
of the datd of de~~of the dec~dent,or on or
before c:t.19 ?U you may deduct a
discount of 5%of the amount of tax due,or 4.55
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 $91.02
$=================
APPRAISED BY:_
(Inheritance Tax Appra iser)
ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
1?lLfflll NJ.~I or-
~#//c>~SCJ ~
~<§PC.;/'?
7-//-;Jd
To insure proper cred it to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
"R~/r AM.~
;:i:::,U;ilM~N'~j£ALTH
COURT HOUSE
WASHINGTON,PENNA.15301
,i
If you have already paid this tax to an executor,administrator,attorr:!.ey,or Oi!1ther personal 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 'iii
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 exp,ended
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 required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01=:_
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__.
'''!",,\~
Si gnature 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 $•
Date of Approval:_
Register of Wills
RCC-43 (5-65)
\,
COMMONW~ALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
Augll 1970
J
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania \'.\
Dear Sir:
...Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
~\\
'..'
\',
I,ll
NAME OF REPORTING Pi.ttsburgh National Bank
FINANCIAL INSTITUTION ---:WFa~$h;.;.;:in~gt=()=.:::n~Of=f=i=oe~_
6 S Main st
ADDRESS ~.:.:.:l1a=.::s~h1=n::ligt=on:=....=.P.::.a_=1~5.11::.:.30:.=1~_
,ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT----"'-S""-av;.....#:;:..;2~9~79!:..,;:;O _
NAMES ON ACCOUNT .
OR INVESTMENT Ralph S Myers or'
.Mrs ~llV1i1;'6 Jean Beal /
DECEASED JOINT DEPOSITOR,/T~USTEE OR INVESTOR Ralph S Myers V
.RD#';.
ADDRESS Mcmcmgwb&J.aJraJ.5063
DATE OF DEATH _:--__.IoIJJ'Wo.lllI.J.1-'2"llo-~..&o:19~7~Ol....--_
SURVIVING DEPOSITOR,
BENEfiCIARY OR INVESTOR .....t1~r;.w..,I_SoL':a....nn~·r~al-,l,I.llo~J.ll.L4n-.la~e~a .....J _
RD#2AD~RESS ----------,r~lee!~I:9MRjG~e;llJq:&.ol"""a~,E!aa-·-:f:l~SO~e~3~-:---------
\
\.
\RELATIONSHIP TO DECEDENT.l6dBiWll:u:6lii.....ht.&1fou.'}r _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED November 4 1969 J
BALANCE,INCLUDING INTERES:r---...-...
DUE,AT DATE OF DEAyf~~~~
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I .Signature TITLE
S ~~.'#'I,j-C Platform Assiatant