HomeMy WebLinkAboutOC1970-0897 - ESTATE OF MURRAY..Fonn RCC-2
;
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANI1\.
RESIDENT 'INHERITANCE TAX
APPRAISEMENT
DATE §..~p.t..~.~1?~.~!.?..L ....!.~.?.9..
COUNTY Washington....................................................................................................
FILE NO...§..~.=..?2.=..~.~.?..
Whereas,"J3..e.u..l.a.h My.r..r..~.y a.J'-s!.~late of :.Y..~.~,~.~?.':t.:..~,
in the County of Wa.s.hingt.on Commonwealth of Pennsylvania,having died on
the Z.6.t.h."day of }.:u.:.~~19?.2~"",seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W...R.::fhan~ey ..,,:,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
I 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.I
JT.HELD:
Oeser!ptlon of Asset Unit
Valuel
$
Appraisement
Made for Inheritance
Tax Purpolel
Jt.Bank Account #4302,held in the FIRST NATIONAL
I
RANK &TRUST COMPANY.FREDERICKTOWN OFFICE,I
tOHI.lltt.t<ILI\'\IwN t"Nl~,llVANIA.In the names of FRANK
MURRAY or BEULAH MURRAY or FORD MURRAY.Opened,
5-12-62.Balance as of date of death.$7,718.42
(One third of 50%is taxable)I
Jt.Bank Account #5549,held in the FIRST NATIONAL
BANK &TRUST COMPANY,FREDERICKTOWN OFFICE,I
tfl./H IHI./:1\'lIWN l'LVANIA.In the names.of FORD
F.MURRAY or MRS.FRANK MURRAY.Opened,9.2-65 I,
Balance as of date of death.$1.984.53.Cine-half tax
Total
1,286 41
992 27
2,278 68
Having been duly sworn accordi~w,I do her~e~y ~~t the above appraisement is made in con-
formity with law on this P:day of '.-*~:..--?.........~.............................................19 ..20ii2~.~~...••••••••••••••••••?:::;e
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS.FRANK MURRAY a/k/a
Deceased.
Late of
\J
VESTABURG •.
Date of Death,J..ll.n.~~§..,.~..J.~.J...Q .
Appraisemeilt Docket Vol..,.
Page,................No..§.~.~.7:.Q~.~.9.7...
,
File.d ill Register's Office,Sept.e l.5..~19 70
Amoun.t of tax due,$; .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f1'Qm Appraisement,.
Entered and charged,
..
t ••
J)
~..:,-...Jr-;.~'....
(...
...:
,
f
RCC-134 (8-65)
COMMONWEAL TH OF PENNSYLVANIA
l?EPARTMENT OF REVENUE?BU~AU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX.
APPRAISEMENT )\ND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINISTRATION
Date:~August 4,1970
County Washington
TO:FORD MURRAY
,BOX 115
iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;!;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii.
15368VESTABURG,PENNSYLVANIA County File No._.,....._
Bureau File No.&?-26 -f'7 z
We have received notice that,m.XZW1'i'QS:£UNe'nl,liKiR{QKX.x.xxxxxxxxxxxxxXXXXXXXXXXXx:xxxx:.xxxxxxx
on J...una 26 ..19..1Q..,you came i.nto ow.nersh.iP.of certain Pl~~e.rJJ through ~~...~~s~mJ'JQ;~~evell4;XKX transfer from,BEUIAH HURRAI,deceasea.- -- ,
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsy',lvania 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 ass.essed consists of:Jt.Bank Ac;:count #4302,held in the
FIRST NATIONAl..BAI'tK &.TRUST COl-WAN!,FREDERICKTOWN'OFFICE,FREl)ERICKTv1ON"PENNSYLVAlUA.In
the names of FRANK ~1URRAY or BEUIAH l.fiJRRAY or FORD l-1tIRRAY.Opened,5...12....62.Balance as of
date of death,$7.718.42.
$--------
AMENDED ASSESSMENT-DATE OF ASSESSMENT 1/3 of .3,859",.21 ;=I 1 2S6.U
TAXABLE AMOUNT .,
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
appraised by the Commonwealth,as of the date of death,at $__--:..7~f7::...1_8..;;.·!!...:.44-'--__
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Sept.26 19 70 you may deduct a
discount of 5%of the amount of tax due,or ;3.86 :
D This tax became delinquent one year after the date
of death of the decedent 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
ASSESSED BY:~---_
(Agent fqr 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 $/~/,
APPRAISED BY:~:J..L:,c..LJ"-.o---JI,,..-..d~r!L.e~'4--
77.18
$::=:===============-
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
(over)
To insur~proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
If you have already paid this tax to an executor,~2,"Ji,nl~trator,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 ritle 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 responsibl~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
person,al representative of the decedent handl ing the admin istration 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 O~_
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'
,~REPORT OF REGISTER OF WILLS-•'10.
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
RCC-43 (5-65)
6 J -10 -if7
COMMONWEA.LTH OF PENNSYLVANIA lite '
DEPARTMENT bF REVENUE CiO,U!if~f/fff~/tff)
HARRISBURG .f ·r:O(I Dr.fC710
JUL ZiJ ':fI.~
.1tJz ~H '/f)
I
)
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 Firat National'Bank &Trust Coo;
FI NANC IAL INS TI TUTION ...,Wr.:au:S~hA':in=gr:t:'T,0:icn~'::,:P=-a--70T.E'!I"ZI'T-::-::---------Frederickto\in'Office
ADDRESS Fredericktown,Pa.15333
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT 4_3_O_2 _
NAMES ON ACCOUNT ,IORINVESTMENTFrankMurrayorBeulahMurrayor Ford Murray
•l
DECEASED JOINT DEPOSITOR,:;?"
TRUSTEE OR INVESTOR __B_e_ul_a_h_,_M..:..u.::...rr::...a;..!y~_~\/::..-....,_
ADDRESS Box 115,Vestaburg,Fa.15368
DATE OF DEATH June 26 t 1970 v
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _F_r_a_n_k_M_u-.r..;;r_8.lLY ..:;.F..;:,o.:.rd.::....:M.:.:u=r..:::,r.;::8:o&.Y _
ADDRESS Box 115,Vestabu~g.Fa.15368
RELATIONSHIP TO DECEDENT Husband Son
DATE DEPOSIT OR INVESTMENTMa 12'1962
WAS ESTABLISHED Y ",."df(
BALANCE,INCLUDING INTERES.T .'.Y..J //.{///t )
DUE,AT DATE OF DEATH $7,718.42 .n r I:t &a ~~
;;02 efC.1'/)fI.j'J?~./)/,'l/2;Asst.Cashier
.J>J1-If Signature/-.,TITLE
j)~1-jr,)6 ..1.i~
j
COMMONWE~LTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
R CC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Co.
Frank'Mttrray
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING First National'Bank &TrUst
FINANCIAL INSTITUTION \1ashington,Pa o-fl'F'Q'r7'l'1ea!'t'le!"n:r;;oiil'cm:k'lVt~o\f,~In;:;:"""·':"TO'n!f'TfTi=e=e--------
ADDRESS Fr_e_d_e_r_i_c_kt_o_wn~.,_p_&_,_1_5_3_3_3-'--_
ACCOUNT NO.OF JOINT,.9
TRUST OR INVESTMENT DEPOSIT '_'_4 _
NAMES ON ACCOUNT Ford F.Murray Qr MrsORINVESTMENT.•
DECEASED JOINT DEPOSITOR,Mrs.Frank 1-1urray i VTRUSTEEORINVESTOR _
ADDRESS Box 11"Vestaburg,Pat 15368
DATE OF DEATH June 26,1970
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Ford F.Murray-----------r-------
ADDRESS Box 11;,Vestaburg,Pat 15368
RELATIONSHIP TO DECEDENT Son-----:--------'-------
DATE~A;P~~~~~~I~~~~STMENT Sept.2,1965
BALANCE,INCLUDING INTERfS~84 53DUE,AT DATE OF DEATH $_.'__0_.'--_III 99j,J7
I S~·sc./I ~fJ~-7()oJ.Yf
II1'-------
RCC-134 (8-65)
~MMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISI!MENT 'AND ASSESSMENT OF !
ASSETS NOT SUBJECT TO ADMINISTRATION
__iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;:;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;l;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiJ'
Date:A_Ug.::::,us_·_t-.:..4:....,_l..:..ert..:...O_·_
County __-.,;W1~a;;,.=s;,;;.:h1=.:ng=t:.=.o:::.n _
15.368VESTABURG"PENNSYLVMflA----
TO:__F.:-IO.:-RD.:---F....,:.__l:;...;.IDRRA;..;.,,;.;.;,__Y.:.-_
BOX 115
COUJ;lty File No._
Bur~au File No.C3 -}O ~~77
We have received notice that,cf~tX(f~~~~axxxxxxxx'T....'.x.xxx.xxxxxxxx
on June 20 .19 70,you came into ownership of certain propertythrough;,\:t~~~th~XX
~~1~~wfCf~veml~.tr4mst'er from,,'MRS.FRAltIK z.1URMY1 deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Penn$ylvania 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 ACCQunt II 5549;held in the
FARS'l'NATIONAL .BANK &'l'RUST COUPAr~Y t PRJ:,1>JiRICKTOWN OFFICE,FRElDF.RICKTOWlh PENNSYLVANIA.'In
the names of FORD F.UURRAY or MRS.F RANK MURRAY.Opened,Cj...2...65.'Balance 'as of d3.te of
death.$1,984...23
appraised by the Commonwealth,as of the date of death,at $1,984.53',0 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
992.27 :$_---.:....:......:---.:.._---$---------
AMOUNT OF TAX DUE 59.54
o If you paY'the above amount within three (3)months
of the date of death of the decedent,or on or
before Sept.26 19 70 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tl;lX,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
.19 in the amount of
2.98',- -----1----
UCTIONS TO TAXPAYERS
$-=================.-
IToinsure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
I
$
(over)
ASSESSED BY:__-;...._
(Agen1t for the Commonwealth)
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:
APPRAISED BY:~~4--~~~~'-+--
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the Cl~'pa~d,name and address of the person to-'who",
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 dec~dent,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
person,al 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)
SS:
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
..,.
,5 igna ture·~f.Tax.pciY'er
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