HomeMy WebLinkAboutOC1970-0895 - ESTATE OF CHAPPELFonn-~c'[2
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DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 I 27
COMMONWEAl':Tlf C1!'PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE §.~.P.t.~.~!'..~..:r..1.?..!.1.~.7..9..
COUNTY ~~.~.~.~.~.€?~..~.~.
FILE NO §J..~.?Q.~.§..~.?..
Whereas,H~.r..r.y ¥...!9..h.~P.P.~.1:late of i ~.~.~.~..~~.~.~~.~.~.
in the County of JITash.ingt.o.n Commonwealth of Pennsylvania,having died on
the 2.0 th day of A.l:l.g~.~.t 19 7..2,seized and possessed of an estate
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subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.W'.4..R.Chaney ,an appraiser duly appointed according to law,
having been designated to make a fair and con'scionable appraisement of the said estate,and to assess and fix
I the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
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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 tne right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetIValuesMadeforInheritance
Tax Purpoles
,
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$
,
JT.HELD:
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Jt.U.S.Series "E"Savings Bonds held in the
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I SAFE DEPOSIT BOX IN PITTSBURGH NATIONAL BANK.
'vASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In
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the names of MR.HARRY F.CHAPPEl and MRS MARY,
BALLENTYNE.(1)33.$25.00 Bonds.(2)25.$50.00
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Bonds.Purchased from 12=58 to 2-69.Balaner.e
I :u::nf d;:)~e nf nita ~h $2 02~I)?'~One-half taxabile)1.014 31
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J~~;:),,.;n O'~At":lJr..~_.4 ?71 J.,,~'~;,..........0 MF.T.T.ON
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NATIONAL BANK &TRUST COMPANY,'vASHINGTON OFFICE,.I
'vAsH INlaON PENNS Y I.VANIA.Tn ~he name~nf MR.
,
HARRY F.CHAPPEL or MRS.MARY C:BALLENTYNE.
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Onened.12-5-56.Balance as nf date nf death..,
$14.4R2 R3 (One Half taxahle)7,241 42
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iTotal 8.255 73
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form~;v~fhb~e;::I:h:swG1"ll~~~$"~~'~:;o~e~5e~~iS=1~~~
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..n...WASlIJ.N.Q'J;QN.n ..n County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
HARRY F.CHAPPEL.............................................................................
Deceased.
Late of
MEADOWLANDS
Date of Death,A~.gt.l.~.~~.9..L.:t..~.?.9..
Appraisement Docket Vol.'-'J ••••••••••••••••••••••••••••••••••••••••••••••
Page,...........................No..§.3..~7Q.;..e...~.s..
Filed in Register's 0 !fice,s..e..pt..~.l.S ,19..7..Q
Amount of tax due,$: .
DEPARTMENT OF REVENUE
Received,
,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,n ..
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15347
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
MEADWOLANDS,PENNSYLVANIA
Date:-..,...-t-=A=.;:":c:IUa::::·.=.ut=.·.'.....::3~lu·t~l=.97.!WO~·_
County -+!_H=a:=g~h~i~n~'«till:!'·.~C~ft!...·_._._
iCountyF,ile No.---"_
Bureau FliIe No.~3./26 -.p,9-s-
We have received notice that,uu.m~XxxmXxuxx .•....'.'.......''.'..'X'
on ..'~20}!~~~..~cal11einto ownership of certainp!pE.er.!i'througmJtQ~~XI~'ranof·',.from,MR"UHRI P.pItAJlPEL•.aGeeased.
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Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvahia such transfers are taxable..I •••
and the liability for the payment of the inheritance tax due is imposed upon you,cis transferee.
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The property on which tax is hereby assessed consists of:Jt.U.8.Bert's nln Savings 80nd.
held In·SAn DJPOSIT BOl IN PITTSbURCH NATIONAL BANK,l1ASBtNGTON OFFICE,.
TO:_=MRS=-=-,,--=MA=R=-Y--:C;...;;.·,,---:BA=·.=L;;.::;..tE;...;;.·NTYNE~;;.;;..·_._
801344
\..~
F;CC':-134 (1-69)
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
$--------
AMENDED ASSESSMENT
152.11 I
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I1.61 !- --------,--
$_...:::.l~t0.::.:;1::..:4...:::..,;:.:31=---;1_
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AMOUNT OF TAX DUE
date of death,2,028.62....'...i[
appraised by the Commonwealth,as of the date of death,at $2.028.62..
50 %of this amount is taxable at the rate of 15 %I
ORIGINAL ASSESSMENT
!DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
D If you pay the above amount within thre~(3)months
of the date of death of the decedent,or on or
before No..20 19 10 you l11ay deduct a
discount of 5%of the amount of tax due,or
t1ASHINGTON,PBNNSYLVANIA.110$&Safe DepoGl,BC*aM Bonda were hold lathe
f MIl..HARRY F.CHAPPI:Lan4MRS..OAR!BAtLENTYNE..l 33 $25.00 Donde.
15301
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$$==========:::=::::==
ASSESSED BY:-+-!.,.....--_
(Agent for the Commonwealth)
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UCTIONS TO TAXPAYERS :
To insurel proper credit to your account
thiS Offidal Notice must accompanyIyourpayment.Mai I or bri ng it to:
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I ..~U#!1I AU.~
AGENT FO~THE ('OMM ...N;;.~~..;i;
CpURt HOUSE
WASHINGlON,PENNA.
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TOTAL AMOUNT DUE
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
Make checks or money orders payable to:
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APPRAISED By:1~~..:-J.+--~~~::z.::::::~~-
D This tax become 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
~~,I NJa'~J".t'-O I ¥
/i.e.-#~/01,--\6-Y".:L
~,§/~</.£-Y'
/_/~/7(/'
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If you have already paid this tax to an executor,admi~~!-,attorney or other 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
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 I
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
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Date Paid Name of Payee .Description of Obligation Amount Paid
TOTAL $
(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__
,;.
..RJ;P.ORT OF REGISTER OF WILLS
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S.ignature of Taxpayer
I,the undersigned,duly elected RegistEfr'of Wills in and for the above county,do respectfully report that I
have allowed dedu<;:tionslisted above in the total amount of $--------0
Date of Approval:_
Register of Wi lis
---,._--__1'.'-•111-•
MEADO\~L~~:),i :.\\'\''\\
TO:_M_RS_.}1-~IW C--!.-11A"Ll:~d)\L
BAR~1...f\r.J...ST ;U---
......-,~-J';
...;••_,-'.1'
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O~FlC '~L ~WTlCE OF ',NHERITANCE TAX
I ",A,Sf"1\;1 AN'~ASSfS<;~AEN1 OF
'.',or SlIbH'r i TO AJMIN:qRAT",:-I
COMMONWEAL TH OF PE'1NSYLVA",f
DEPART"'f....c OF ,<!.'V[NUf
BLJREAU OF CO',NT\,'(h Ec.rl\
INHER!TANCF :AX C,VJS'ON......-
We han rect'lv"d '1 '__th'1t ~\.i -;:\_'f..l;>uXJe~J:lXa\.u..:u "x.xxXXXXx.xXXXXXXXXXXXXXXXXXXXXX
on _Apltu ~t.._29.,9 _7~"y',<)w'~r l'~,.('.').....,tv thro\.igh rXlj[1X~XDlX.l-lJf.lJtil~
~X:X6X1XXl};'~Jd.Xk'\~:;.x:e::\~.u\~rans fe r fI C':'.,,..~al HARRY F.CHAPPEL,deceased •
l:n ,.,the Inher,tn 'c.e,':,Ia'.Tc
"'l ,,',te''he cOj I'
......,"f the :""0'1 J wealt~of Pennsylvania such transfers are taxable
~I!tl.l'le ta~dup'is 'mpo~ed ')pon you,'as transferee.
He ['I ''--f'-l ron",d",+-.J t ....._~a V ing~,A~.Q!m:t.._.l6.k4271,held
..iILthL,MELLON NATIONAL BANI.<J-TRUST CmfPANY,WASHINGTQN OFFICE,WASHINGTON,
PEN:t\[)\'LYANIA~ln the name.s.~.HARBY F.CHAPPEL or MRS.MARY C.BALI.ENTYNR.
Jlp_en~1?:-~~mhe.r -5__;~5!,.R.d;'fLe_9-_S._Qf da.te of death,$l4,~82.83.
,f 'f '>0",<1'"J'"It'f')".'1 ~..__c
ORIGINAL ASSESSMENT
.ru-,
• t ,).1 ..)_.]~..j,-",8=2.......~8"",3 _
AMENDED ASSESSMENT
CArt 5St:...Jv!.r...,r
TA 3L F AM0 lJ NT
LESS·'.;..LOWED DEBTS
/'.CT fA v .BLE AMOUNT
s 7,241.42
--------+--
$Z~#9"~
4 5/J.00
AMCU'.OF rAX DV~Y5".9'.S/
"
"-!I'r,.,Ire\.'(J rrl<JIl1I1~
"r the deced ~'1t C'.n oJ'
10_?(lr"dl.:ULt a
,(r .1 ,e Jr
Tnl",_,beca'1w
JI.e ,t'le dote of dCJtr,or
'"~!"t,,'ory Inkrest 01 rht (..'
L',Jer -'1,Jm is c;so clue as of
n !'le omOJnt ot
'If "'e'O~I~not paid by 'I",alJcve :Jote add:h-JOol
'r rerest IS due at the ratt'J'1 per annum until
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TOTAL P,,"'JiJNT DUE s 1,013.80 $~.J=-;/=S=,=5=t========
APPRh,I::;!:5Y
',Inher tone'?Tax AppraIser)
ASSESSED BY:----0-,-1 _
(Aqf'd ''1r the CommMwealth)
INSTRUCTIONS TO TAXPAYERS
MO ..f '~'eCl''r mo Pf ':>(llFr<;payabh '0;
y
/'L-<.
To Insure p"oper credi t tL lour account
th.s Officiai.1 Not·ce must ('("company
your payment Mod or brir.q it to:
":.201
......................-....a..--,~._.--.--...__~
--~..--~~--
!t"i..~-,,j.,
,~)L..YOv have olr€'ody ['<JiG III ''"cJr.exec Jt 'Qd,r.,~,1r"q+{);!r,attorney or oth~"r rw .ullal rcpre~:!'ntCltive of the ,~
.-dec "dent for forwardirlg /('"e C ".'J'wcu,l",I",t h IJ '"'f'e ':a!c fOld '~I'd lL!iles~at the person to whom
yru mode poymel"'~f",t 'I,"",_~the O',lOUO.
Jate Poid__Amount Paid
1f (~
"i ot ~~e tn t:f'
,i'(('ttl thiS ne'le_'
r,.trj I"t,;•'{:Jl {T;E 'ec
vf the it U_ff'~ou personally paid funeral expenses
~~0";'(,'erein taxed,such amounts expended
dy 'n the computation of tax due.If any
''101 yOLl iterrize the payments below,
J"lC C Jeb+s claimed and allow
~i '".....,II receive on amended"
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Under Cer'0'n I
or other"<,j ,',-f·
by yOll lOy ql',l!ll)
such el(pen~;'\Jfe<;"{'
execute "Ie I fdrv '.
those wh ic .h j,.,t,..
a5seS~T'ent of .J
1·)'ou were per,n(;1 "'lJolly',',>p'nsibl,·'Jr these debts,and
2'·Yo I actuolly po n t~l'<;e nebts out of the account or property described above and can furnish proof
of ~Jch payfT'ent,"n,qulfed,and
3 -These :.ame debts ore not also claimed,for tax purposes,by on executor,administrator or other
perSOr fJl repre~entot've ')f the decedent hondling the administration of the general estate of the
dec",d(>~t or any ~the'Iranc;feree
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I--~-....---1------
I----_~~=-~~-=
I-----'_~~t---:-__
--.--,------1----------t
---------,--j-------
--------------------+----------f
----f----
.-----t------------------,------+----------1
---_...1-_-----
TOTAL $/,S /j?(5 0- ----"---------:----..,..-------,---..,.----..,.:-----r-:~.:..:..:.=.........:::..-...."+'-'--!......::;..-..;;.-~-~
(attach separate sheet If required)
COMMONWf ALTH OF PENNSYLVANIA)
55·
COl 'NT"rJF ",aslllllgtoll __)
I,Mar~~._Bal1~:mtyne __hereby certify that the foregoing is a just and true statement of
funeral eX\"f'ses and other debts of t:le ~'ecedent,Harry F.Chappel ,forwhich I •
was legallv '<><f\orsible (Jnd W'IIC~I did payout of the property herein taxed.I further certify,that to the
be'Sl ro~"\,·r4qr ond belief,these SO'1le debts will not be claimed by any other person,for inheritance
to·UI
'nED BEFORE ME Th )
19
.~.J-'--.-_DAY OF <>~Lk>!2~C&~(Signature of axpayer
-----------
I,the under y
have allu .•rt ro.,
~~r '1 ~e c;i ~,e t
·,1 ~bc,,....'"t~
q'"tor tf,('c:_,e '1L'nty,do respectfully report that I
j '"'~-..-----------0
Date of Appr,FL'1
f;gister of Wills
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