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Home My WebLink AboutOC1970-0970 - ESTATE OF WESTCOTTr~ I Fonn ReO'2'• COMMONWEALT;:OF PENNSYLVANIA DATE ..........9.<::.~.9.P..~~.....?..~......~.9..7.9............,............... DEPARTMENT OF REVENUE RESIDENT l HERITANCE TAX ..........y.!§:.~.h.~g~g~.............................................Btffl.EAlJOF COUNTY COLLECTIONS COUNTY /'APPRAISEMENT 63-70-970HARRISBURG.PENNA.17127 FILE NO.................................................................................................... Whereas................V~§.t.~...M.L)!.~§.t.~9..~t............................................................................late of .........~~~~~~.~.~.................................................................. in the County of .............~:a.:~.~~.!1.~.~~..........................................................................................Commonwealth of Pennsylvania.having died on 29th July 70 .the ............................................................................................day of ...................................~..........................................19.............seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;, Therefore,I,..........w..!....~..~.....9..h~.~.~.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 a"C 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $11,467 25 Jt.Held /tne FIRST FEDERAL.It.Sayings Account #3673.held in SAVINGS AND LOAN ASSOCIATION OF WASHINGTON,v'lASHINGTON OFFICE, WASHINGTON.PENNSYLVANIA.In the names of VESTA M.\'JESTCOTT or M"''Y':-aret V.DoubledaY'.Opened,1-30-53.Balance a[of date of 0 death,$11,467.25. TOTAL Lb,A67 25 Having been duly sworn according to law.I do hereby cer!!!y that the above appraisement is made in con- formity with law on this ........~..............day Of~~~9. .AppraIser .........,.................................................................................................................................................. .........?tJ../?'! Jr .(Number and Street) .J AT'_Penna..........~J......~.......~.............................................., (Poet Olllee) :v'!~~l:1~g~<:>?.County II I _L ; RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .Vesta..M•...l'1festcott··· Deceased. Late of .Washington... Datc of Dcath,~.~~~X.?9.?..:l:-.9.7..9.. Appraiscment Docket Vol..,. Page,No f:>J.:::7~.97Q . Filed in Register's Office,.?~~.~?:.J::..?19..?.?.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,. I ....... , " "1 ,~ \1 RC C-43 (4-69) J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Stree.t 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 Federa1 Savings and Loan Assoc.of FINANCIAL INSTITUTION ....;.,h'..;:.a.::,;sh:::.:i;.:.n~rr...::.to::.:n:.J!~Pa:::..:...•.....::1..::.5.::;.30::;.;:1:....-_ ADDRESS 77 South Ha in Street vJashington!PD.15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_-,=~::.5'a~vuip~s:.:::..s_~3~67~3"--_ NAMES ON ACCOUNTORINVESTMENTVestll t:,.\Jestcott or 1':arr;erct H.Doub}.cdny DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR \Testa H.~oJestcott ADDRESSANDCOUNTY Ankrom Nul'Sing Home DATE OF DEATH July 29 70 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Margaret W.Doubleday ADDRESS __:_20_~_._l_(D_t_h._er_i_n_e_l_i.'_Te_n_uc_'_v!_a_~sh:::=i"..n..;;.,g.........-::::::::to::.n_,_p_a_._ RELATIONSHIP TO DECEDENT ?DATE DEPOSIT OR INVESTMEN'~T-~------------- WAS ESTABLISHED J_B_n_3_0....:.,,_1_9_53__-=!-_ BALANCE,INCLUDING INTEREST -----l ~ DUE,AT DATE OF DEATH $---r"---~~...;:.::.:,~~r_-_-_5-+!-1;::..~.;:.j..:...~(~1_ /'/ /'!//-/':/i~/)v'~-W_j/ ~---TITLE - I ;If~fp t 3;13..?/..i s-x tlJ~. ,/" ,.>.4, RCC,134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NC)T'i~OF INHERITANCE TAX APPRAISEMENT-AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION Date:__S..:..e.&.p_t_e..:..m..:..b..;.,e~r..:..l:;;;..6;;....L'-:1:=.;9:.-7:..;0::;.....-__ County __It_a_$h_,_in....;g:::,.t_o_n _ 15301,WASHINGTON,PEN&'SYLVANIA County File No._ Bureau File No.tJ ~)6 -7'7 cJ We have received notice that,>M}'iXr~:ai)~KK«~}Q.'tXX):XY"iY~XX1fX't'Y1X~XXXvYXXXXXXYXvrwu..,*XXX on July 29 1970 ,you came into ownership of certain property through 'ri,gKtX~"fXS\(jX'l'i~Af~tN,JiX~I;NX~.xx Usm~:r't'K~'b~W&liX~iX trnl1sfer from,VESTA M.WESTCOTT,deceased. TO:MARGARET ti.DOUBLEDAY 120 E.KATHERINE AVENUE 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:J t.Saviugs Account 113673.held in the FIRST FEDERAL SAVINGS AND LAON ASSOCIATION OF liASHINGTOl.WASHINGTON $11,467.25 appraised by the Commonwealth,as of the date of death,at $lXU1X1UlX 11.4~'..25 50 %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 $_--=-5..L'I7:....::3~3:...!..~68~·__ 344.02 $S /3..3'.C.fJ ~d'0;y~ ..3 ¥'y,;?..z~ e!oZ;S-.3 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct..29 19 70 you may deduct a discount of 5%of the amount of tax due,or 17.20 /0 -<:/j/___L'::'_z_,--__ ASSESSED BY:_ (Agent for the Commonwealth) D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statuto'ry 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 urltil paid TOTAL AMOUNT DUE /j J 4-//,"V APPRAISED BY:{t!V X C/L~f..'r f . (Inheritance Tax Appr ser) $344.02 $===/~7====7==.==6"=-= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bring it to: /~.$-'/7,7 c5 c:Pd 5://7'7 0 ~e "f'//>..f'.s//;/ -..,..... 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 th,o-.date paid,name and address of the person to whom you made payment,their official title and the amount.jJ,....... 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 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 (attach separate sheet if requ ired) TOTAL 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 __. 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 Approval:_ Register of Wills