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Home My WebLink AboutOC1970-0985 - ESTATE OF WALDYGO.".-.'-.~ RCC-43 (S-65) COMMONWEALIH OF'"PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURC NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment of Revenue Bureou 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 FINANCIAL INSTITUTION lIoHon t'loUonal DonI>ond Truoe:CO::llj?llny l. DECEASED JOINT DEPOSITOR,// TRUSTEE OR INVESTOR =13e=1::.:1:.:1:=.0....:;1';:.;:;1a;.:ld=-yu.n.a::::o_--:;\./~/_ ADDRESS 40 Couth t".a.in 9trcet Uoohlnato:l.l'ctU1Oylvonla ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 17D-30-0546.01 SpyinG" NAMES ON ACCOUNT OR INVESTMENT 1101110 Holdyno or Otolla Hebda 15301 ADDRESS n.D.0 1 }11cltory.Po.1534Q DATE OF DEATH _....5u,./u=23=u./..,f,.;70llf--_ SURVIVING DEPOSITOR, BENEFICI ARY OR INVESTOR _~Ot==c=l=lo=-:.H:=:Cl:;bd=Ll=__ ADDRESS n.D.0 1 tUelwry.ra.15340 RELATIONSHIP TO DECEDENT __~Du.ln.»;ugBJoh.uotol.Af.!....r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ...;.;6/:..;;;2~/6=5_~ BALANCE,INCLUDING INTEREST 6''1-7/;),.'---DUE,AT DATE OF DEATH S__-'1::..J,=4=2S~.=()e:._____'____ i !II &"to ,~.bA/6!-~t "fi I 7/.J,I 97'--1~,,g A-'~lianatturA 7 TITLE-..0 0 ton L~nonCE'~'70 cIJ~::#~,JJ/ RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIAD~PARTMENTOF REVENUE BU'REAU OF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION OFFICIAL NOTICE E)~·IN.H~RITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION H!CKORY,PENNSYLVANIA TO:_--lolSCtU1:.uF..uLI....Al:L....IHE.Uii.LUu,oDwA'---_ B,D.(J 1 Date:__...;,.J:l!...u~n~e:::.-...:.4.!..,:t....·-'!l!l.:l9~7-=O~·_ County __W..:.:.a=$h=in~gt~·cm~_ County File No ..J2?-/eJ 7-~. Bureau File No.r.::.3 -2c::::>~PifJs- We have received notice that,U~XWl_DUnm XIXXXXXXXXXXXXXX on Ma-,-".19..10..,you came into ownership of-certain property through :&lIiDB&tm~;mux ~~~uat.1X transtertt'Onl1c NEttlE WAt»tGO~d~cea.$edt 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.SavlngaAeet.#.178...38....8546.01, held in·the MELLON NATIONAL,BANK &.TRUST COMPANY t WASHINGTON OFFICE.lfASHINGTOti PENNSYLVANIA.In the nameo of NEttIE "JAIlDYCO Qr STELLA.HEBDA.Opened, June 2,196$,Balanct as of date of df!8.th.~:.li!!!1~.4::!..!2~S:!!:..!·~~8:.:!:!!8:..J!.._ appraised by the Commonwealth,as of the date of death,at $1,425.88 .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 DIf you pay the above amount within three (3)months of the datel/death 02~e de'lfent,or on or before .Uguot 19 you may deduct a discount of 5%of the amount of tax due,or $__7...:....;1:::...2.....:..•..:;..94~_ 42.18 $2/~Y"y ?e1;//60' 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 --------------------- *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DU E $42.78 / APPR AISED BY:......(...<jr...L-A--4,./Z_.:.:;Lz.i~..:..-~f!...-:-~.~_f_I'- (Inherita~ce Tax Appr Iser) " ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 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 belg.rt the d~te paid,name and address of the person ,!o whom you made payment,their official title and the amiurit.'*'.. 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 mey 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. Date Paid Name of Payee SCHEDULE OF DEBTS ..Description of Obi igation Amount Paid '/-t:'-70 L 0,¥-./"O /0.00 7•.r<00 90..0 0 __00 (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 wh ich 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 Signature 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 Wills Fonn RCC-2 DEPARTMENT OF REVENUE.. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA.-"~ RESIDENT INHERITANCE TAX APPRAISEMENT DATE 'Oc.t.o.b.e.r..8...,1J.7.'O....... COUNTY ~~.~.~.~.~.~.~.?..~. FILE NO•....................?}..:.?.9..:<Z..f'....s.... Whereas,N.e.lli.e Wa.ldy.go ,late of ~.~~k.~.~y . in the County of J:v.~.~.h:t.ng.t..Q!L Commonwealth of Pennsylvania,having died on the 7..J day of M~y 19.7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.,~..R..!C..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. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo.es $ JT.HELD: Jt.Savings Account #178-38-8546.01.held in the MELLON NATIONAL BANK &TRUST COMPANY,WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In the names nf'NF.T.T.TF.llTAI DY~()nT'STELlA HERDA 0 .J June 2.1965.Balance as of date of death. $1,425.88 (One-half taxable)712 94 ESTATE INSOLVENT Total 71 ?q4 ! I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ................,............................................day of ...............................................................................................................................................19.............. ........................................................................................................................................................... Appraiaer .......................................................................................................................................................plumber and Street) ......................................................................................................................................,Penna.(Post Ofllee) .WA.SHINGTON.....County Page, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELl.-IE JvAP?I9..9 Deceased. " Late of HICKORY Date of Death .}fay 23,1970,.-,. Appraisemel!t Docket Vol.I •••...•..•.•....••••••.........•....••••••••.•...••••• ......................................No...f>.}J..~.7..9.~..9.l...f.. Filed in Register's Ofjice,..O.ct.O.be.r .8.19.7..Q..'· Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,,.. Entered and charged,.. ,. i.~~w -~. -~ .'