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Home My WebLink AboutOC1970-0932 - ESTATE OF CLUTTERRCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA "DEPARTMENT OF REVENUE .;;(BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .~,,-"""--,-OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:DEW,AH CUITTER {(BARBARA AULASTER 750 CLEVELAND ROAD Date:__S_C-'P.....~_··c_.;m_"b_~....;.o_r----:...1...;.6...J,!....-.:1.:...Y_·7.:...0~__ County li_r_trl_i_l:_i.n_..=:t...;.t_O_l1 _ County FiIe No._--;----:_ Bureau File No.~3 -/6 ~/'3..z { We have received notice that,aX:a.\f};~J1J.:xmXl1:a~QXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX.-XXXXX on ...Tnlv 24 1970,you came into ownership of certain property through .iF9htXdJYs'YirvX~O'fslji·firXwlti~IK ~~~~~]~~~~lr~IJJ~~a~ireur~trnn~r~r rrv~,WILLIS Ji.CLUTTER~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:.Tt.Stlvings Account /12.5209,held In the FIRST FEDEP~t SAYINnS AND tOANASSOCIATION OF WASHING-TON t i~rASHING'rCN OFFICE,'vM~H!NGTO~t,PENNSYLVANIA.In the naJIlCS of rlILtIS CLUTTER OF BEU1..AIi OPAL CWTTER or BAlnAR!ARULASTER.opened,1.2-69.Balnneo aGol dato AMENDED ASSESSMENT of death.$_5.........94~8......lU2....0i<....-_ appraised by the Commonwealth,as of the date of death,at $5,948.20 100%of this amount is taxable at the rate of (;% ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $__..:;,S..:J.f..:;,9.....:4...::8...::.•...::.'l...::O...;.·__ 356.89 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct.24 19 70 you may deduct a discount of 5%of the amount of tax due,or 17.84- ---------~- D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of 356 ..89$ *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 /1//,//?~?..1APPRAISEDBY:,It:)~(,-,</"""~//ASSESSED BY:_ (~nheritance Tax Apprrer)(Agent for the Commonwealth) INS{RUCTIONS TO TAXPAYERS Make checks or money orders payable to: Ale-y/#/.fS-d ).3 ~~c1Y7/3 ,7-~c1-70 To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bring it to: AGENT FOB THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,at}prney >or other personal representative of the decedent for forwarding to the Commonwealth,list below1'h~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 l/!/).(!11/4 ~L r-V""i1:>~/?L &Z:~.t'~AJ~#,4/c"'y./?,..c-.A..L..rLr /.on G.00 ~J -11.(.h wo Tc>,N (::.-AIr/'//J/C~/.Jd Eo_/,/."<;;c::..00 l/hup L /..A//f//h j ,L /0A7/.l,j 0:~A~Y~~.{""'~o -0 (J ~,. TOTAL $/-(;0 -?Go (attach separate sheet if required) 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__. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer 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 Wi lis !~;l-~f!z-J ~----~-- RCC-43 (4-69) ~..".....COMMONWEALTH OF PENNSYLvAN I~~f C£Iv£D DEPARTMENT OF REVENU:5JUNTY ~gAIJ OF HARRISBURG L LLf~'TJONS SEt>3'3 51 PM t70 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 First Federal Savings and LO<1n Assae.of vJashingotnFINANCIALINSTITUTION_ ADDRESS 77 South 1'lain Street \Jashinatan.Pa.15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT~Sa;;...;v...:;;i.;;Jnr~.s;;.......=.2;;;.;52:::..;-O;.;;.9 _ NAMES ON ACCOUNT OR INVESTMENT HUlis Clutter or Beulah Opal Clutter or Barbara Arb1aster 22-- ./ DECEASED JOINT DEPOSITOR ~TRUSTEE OR INVESTOR _t_li_l_l_is_H_,._C_'l_u_t_te_r__L-/...;;..-.__"_ ADDRESS ~~AND COUNTY _7_5_0_C_le~v..;.e ......la;;...;n.;.;d....;;,;;Ro.;;.;a;;.:;d~,_\.;;.;Ja;;.:,s;.:;h;.:;in::..:Jg:;,.:.t::.;::o:.:.:;n..........:;f...:;:'a~._1;:;.:5::..::3:..:.:0-:..]_ , DATE OF DEATH 7-24-70 r ~ SURVIVING DEPOSITOR,f WI FIt J ' BENI;FICIARY OR INVESTOR Be~lah Op...1 CluttCr TITLE Jan.2.1969 /7.t?y ADDRESS __·1 --......-_ RELATIONSHIP TO DECEDENT __?_12~L...<L;"...(i.~~~4~=p.)'--------_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED b:xxlExnQxx9xilfjbdi9 BALANCE,INCLUDING INTERE~.. DUE,AT DATE OF DEATH $---;,~,--_..:;;..?--_94_~....;.2~O~_ ( s:/~~;;o w ~/:.. S%~0'/tJ--/~/6 Fonn RCC-2 Df;PARTMENT OF REVENUE "BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 l COMMONW"FrALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~.p.t..e..mb..e...r.4.z...,..l...9.7.o.. COUNTY 'vashington...................................,. FILE NO .. Whereas,~~~.!.!.~~l!.~9..!.~.~.~.~F late of :w.~.~h!ngt.Qn . in the County of Jv.a.shingt.on Commonwealth of Pennsylvania,having died on the ~4 t.h.m.day of .July 19 7.Q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,Y,W..~..R.~G.h~.n~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. JT.HELD: De.crlptlon of Allet Jt.SavinE!s Account #25209 hp.lci in t-hp •.1""'''XOO4'rJ.OOIXI J( nIX FIRST FEDERAL SAVINGS ANn T.(UN A~~n~TA'J'T{)N OF WASHINGTON WASHTNGTON ()"'Ii II ~..:tvA~H N~''''1''PRNNA...,, In the names of WILLIS CLUTTER or BEULAH OPAl CLUTTER or BARBARA ARBLASTER.Onened 1-2-69 Balance as of date od death. .:: Total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 5.948 20 Having been duly sworn according to law,I do hereby~ifY,;;~t th2bove appraisement is made in con- formity with law on this.H ~d~day of "~.~-:.7""~::'.'~~19 2q ....~~_-~~~ (2..···········=~2.=~<.;;.~'~......,...~--;;r . .··............H·,Penna.U (Post Ofllee) lvASHINGTON County ---------_.---_._- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIS H.CLUTTER Deceased. Late of lvASHINGTON Date of Death,~.~!y 24,1970....................................................... Appraisemel!t Docket Vol.I ............•••..••..•..•...•......•......••••••...•.• Pagel No .J>.~~?9..~?.,?....z Filed in Registerls Officel S.e.pt..•......2.Z 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,. ~. ! \ ..