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Home My WebLink AboutOC1970-1012 - ESTATE OF KENNEDY,/,.c_:'),..,r;,"3-7tJ -IO/:L>JCO~MONW~ALTH OF~ENNSYLVANIAIRfC['I\lIiEifr DEP"ARTMENT OF REVENUE iBlYRfAuor HARRISBURG CGu~n C1JLLEcnorsb 3 r-//()-y Ocr 6 ,01>:5 ~u '1.0October1.1970 ,;;"An 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 REPORTINGFINANCIALINSTITUTIONWestem Pennsylvania Nat1.onal Bank.Roacoe Ottice 0·, or Emil A.Eckert s DECEASED JOINT DEPOSITOR,. TRUSTEE OR INVESTOR Herman F.Kennediv ADDRESS Furlong &Howard Streets,Roscoe,Pennsylvania 1$477 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT .savings Acct.11';27$ NAMES ON ACCOUNT OR INVESTMENT Herman F.Kenne ADDRESS Fur_.;...;,,1....:..oI1g...;,:.:::..__Av__e:....:..~,...:.R...:.o.=..sc:..:o:..;:e.!..,..=P-=a.=...-=1:::..,4=..:1:..:.7 _ DATE OF DEATH September 2"1910 SURVIVING DEPOSITOR,BENEFICIARY OR INVESTOR __Em1__1__A_._Ec_k_e_rt _ ADDRESS 1008 Furlong Ave.,Roscoe,P&1,477 RELATIONSHIP TO DECEDENT Funeral Direotor . DATE DEPOSIT OR INVESTMEN·=T----~------------- WAS ESTABLISHED June 4,1970 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_~_---+------I--+----- ,:::t ~-s//@ /S'%: S%~J).LV'£s--/J'16 .!'" 15411 ~.....•........ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ROSCOE,PENNSYLVANIA Date:'ctobe:t 9.1970 County Wa.hinlt~n County File No._ Bureau File No._ We have received notice that,~~~~XX~ on~..•·.h~.·'.....~.....11:9..1Q.%0..,'..yy..oo..uu.came in.toownershiP..of certain property through.'·.......•......_tranafer from.BERMAN F..·KENNEDY,4e(uaa,ed. TO:EMIL A.BOPRT 1008 FURLONG AVENUB RCC-134 (1-69) #COMMONWEALTH OF PENNSY LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property.on w.hich tax.is herebl assess.ed consists of:Jt.•Saving.Aee.t·.·11215,beld.····.1.n the' WESTERN PENNsnVANI NATIONAL BANK;.COEt OFFICE .ROSC~,PENNSYLVANIA /I Ii .. the .name8o~HERMAN P..KENNIDYor EMIL "Ii ECKERT t O.,.,ned t 6·4·'0.Balance as·ol date Qfdeath.$,-",6=6:..5'=.4=1~_-----,_-=--_ appraised by the Commonwealth,as of the date of death,at $665.41 100 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE·AMOUNT 665.•41$-------'----'--- AMOUNT OF TAX DUE 99.81 D If you pay the above amount within three (3)months ofthe date of death of the decedent,or on or before Dec..25 19 10 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 until paid TOTAL AMOUNT DUE $99.81 $-=========== TRUCTIONS TO TAXPAYERS APPR AISED BY:...::6"li;.L,-~:_+--;es.=6~~:;y_-ASSESSED BY:_--'--_ (Agent for the Commonwealth) Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bri ng it to: ~~If /I)}..~ ".'::t,~T J IL TilE COMMONWEALTH COURT HOUSE WAS!'HNGTON,PENNA.15301 , If you have already paid this tax to an executor,admi~tr((!,~r,attorney.-or otk'.~r 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 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 deb'ts out of the account or property described above and can furnish proof of such payment,if required,and I . 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 ?-r>~~f ~~'}V""L L../",r.;/iJ.J:n u!1/r."..-/7.L -AI./I I"r ~6S":y/ 7 TOTAL $&&C0 (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 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 Fonn RCC-2 •DEPARTMENT OF REVENUE ,BUREAU OF COUNTY COLLECTIONS r'HARRISBURG.PENNA.17 127 ,COMMONWEALTH OF PENNSYLVANIA""~ RESIDENT INHERITANCE TAX APPRAISEMENT DATE O'c.t.o..b..er.l.3 ,lQ..7.Q . COUNTY ~y.~.~.hJ.~.g.~..~.~.. FILE NO./3 -76 -/d/~...............~, Whereas,,}~.~E~~.!.l:y...~~~.~.~~.~.~.r ,late of ~.~~.~.~.~. in the County of W~.~.h.i.ngt..9..n Commonwealth of Pennsylvania,having died on the 2..5 t.h ,day of $.~.Pt.~.mQ.~.r.:19 7.q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; 'y hTherefore,I,,........,..,..,...........~.R..!......G......~.m~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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ JT.HELD :.. Jt.Savin!!s Account #3275.held in the WESTERN II PENNSYLVANIA NATIONAL BANK.ROSGOE OFFICE,ROSCOE PENNSYLVANIA.In the names of HERMAN F.KENNEDY I 1''1''RMTT A ()..1 h_.4_7()R~1 ~nC"p.:I.~of I H 'K I(~'I I , da-Ep.n1'deat:h $665 41 !I I I I I Total 665 41 fonn:;v;;:fhb~':::t,:,w<>rIl;a~I~=:~a~o~e~~b~~~c~~;piS~:~~.,~...................···················2·······(N~·;;;b······..,d..·St~e~t)····......................................................... ....................--.....................................................,Penna.d (Post Office) WASHINGTON County Page,No. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of l:I.~.~}1AN.¥.,~,.K~N.NE:PX..,,.,,,,.,. Deceased. Late of ROSCOE Datc of Death Septernber 25,1970J••••••••••••••••••••••••••••••••••••.•.••••••••••••••.•••.••••••••••••••. Appraisemel!t Docket Vol.38,. 63-70-/o/~.. Filed in Register's Office,QC.t..•......1.3..,J97.Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,. ., J " / ..' ..