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Home My WebLink AboutOC1970-0934 - ESTATE OF JAMIESONFonn RCC-2 , .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERm'ANCE TAX '~ APPRAISEMENT DATE ~~.p..~.~.J.r.l?~E ~.~..?....19 70 COUNTY ~~~.~.~.~.~~.~.~..~. FILE NO•..............§..~.::..7.9..::..~.~.4 . Whereas,M~.:r.y M.~J..~.~J.~.~.9..P.-late of W.~.$..h.Jngt..Q.D... in the County of ~~~.~.l,1..~!1.g:t:;..~.P.-Commonwealth of Pennsylvania,having died on the ~}E~day of }.~Jy 19 7..9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W:.~R.C.haney ,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 Appraisement IDescriptionofA..et Values Made for InheritanceTaxPurpoles $ JT.HELD: I#278-5956_held in thp.Jt held checkin~account MRl.l.ON NATTONAl HANK f-i r.nMPANV'T'RTTS'T 1-".....H 1t<I~H OFFICE.PITTSBURGH.PENNSYLVANIA.In the names of MARY M JAMIESON or DOROTHY nOl\TAT n~nOl\T ('\-" 3-29-57.Balance as of date of death.$5.492.55. (One-half taxable)2,746 28 I . Total 2,746 28 form~;';,':fh~:::~i:w<>rn.~:'~.~:r~e~PPn>iselI>~~tis~~~~< Appr 'vASHINGTON County. July 23,1970 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY M.JAMIESON Deceased. Late of WASHINGTON Date of Death, Appraisement Docket Vol.,.. Page,No 63-70-934............................................ Filed in Register's OfficeJs..~P:t:..!?.~.."'..19.7.9.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,. Entered and charged,. -, - 1 ) "t( , RCC-43 (4-69) COMMONWEALTH Offi ~,EN~'tIf\Wt1IA DEPARTMENT Q:fbOtt.'Of HARRISBURG L,LE L TIDNS JUt 31S 55 nH '7D 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 T~x Act of 1961, we herewith submit the following report: NAME OF REPORTING t$LU.tI tlAfttmAI,lW'Jtt ttTJUJS'i'COMPANY FINANCIAL INSTITUTION ---rP'mlb-rrU=c=,,"r':UO:::-r.Ott=,;-1«)_-_'...;....._495 Linaolil A-vo" ADDRESS Ptttaburgh.Pa.15202 ACCOUNT NO.OF JOINT,Choo1d.ng ACO't-i72?S-59S6 TRUST OR INVESTMENT DEPOSIT _ NAMES ON ACCOUNTORINVESTMENT Mart M."_aeon or Do:.-otlv"Donc1d&on DECEASED JOINT DEPOSITOR,v..._..u ..._~(u ft)TRUSTEE OR INVESTOR nQ_'"''~J"'_fI!._"'_'~_'_'&_G_on__C'lolo__"'_ ~SgRcE60NTY 0/0 Praab1tor4.an 1101::0,82$South :Wn St..,Uash1n(fton»Po.15.301 DATE OF DEATH _-:----IU-11-'-2-'-,-1-9'1O------------ SURVIVING DEPOSITOR,(BENEFICIARY OR INVESTOR __1lcn"O__t_._D_Oft_B_ld_O_021__I11_1<_0#_)_ ADDRESS ~_'O_~_OG_.'_03_'_A'fO_·_t..;..o_Pi_,_tt_O_~--.;;I..:..h.:....,_·~_a_._1_S202_",_ RELATIONSHIP TO DECEDENT-=-__C_0U8_Sn_"_ DATE DEPOSIT OR INVESTMENT J.fnnJh 29 1957 WAS ESTABLISHED 'J BALANCE,INCLUDING INTEREST J492 "DUE,AT DATE OF DEATH $'__0 _ gn ture Jo Abernetht,Jro AeiD10ttmt ~bIsogor' OFFICIAL NOTICE OF~Nt!ERITANCE TAX APPRAISEMENT .(1'10 ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (1-691.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:-mnXXXXXXXXXXXXXXXXXXXXX DOROTHY DONALDSON Date:_--=A:::::U::.cgu=B~t_7~.-'l1~9:..:7~O~_ County __li_a_S_h_i_D-.;;g;;...t_o_n _ 470 TEECE STREET County Fi Ie No._-.,....----.,,.- PITTSBURGH,PENNSYLVANIA 15202 Bureau File No.t"3 -2o~Y_3t/ We have received notice that~~XXXXXXXXXXXXXXXXXXXXIXXnXXXXXXXXXXXX on July 23 1970 :you came into ownership of certain property through~«DU~~~XJfilX'XXX IXllD transfer from.MARY M.JAMIESON,d~ceaced. 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.held Checking Acct.#278...5956, held in the ~mLLON NATIONAL BANK &TaUST COMPANY,PITTSBURGH OFFICE,PITTSBURGH, PENNSYLVANIA.In the names of MARY M.JAMIESON or DOROTHY DONALDSON.Opened. 3-29.57.Balance as of date of death,$5,492.55 appraised by the Commonwealth,as of the date of death,at $5,492.55 SO %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct.23 19 70 you may deduct a discount of 5%of the amount of tax due,or 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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $ $2.746.28 411 ..94 20.00 411.94 $---------- $=============== STRUCTIONS TO TAXPAYERS APPRAISED BY:~~T--+-"'''+-G~~'&---- Make checks or money orders payable to: ~~1JI J.M~,¥ rRe-//)/-?S-o ~f ~ ASSESSED BY:_ (Agent for the Commonwealth) To insure proper credit to your account thIS Official Notice must accompany your payment.Mail or bring it to: kUi;n I rUh THE COMMONWEALTH COURT HOUSE '~IJlSlf"'''T''N,"'-N;t f~3;,;l 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 date paid,name and address of the person to whom you made payment,their official title and the amolJnt:~:'-'. 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 TOTAL $ (attach separate sheet if required) 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 .~l.+l·...".tax purposes..:.'\,~;!''.'. COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS:., SWORN AND SUBSCRIBED.BEFORE-ME THIS DAY,01::'_.,,;:;;\;19_..r·. \,:):~,'r,', Signature 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 Approva I:_--,----,_ Register of Wills