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HomeMy WebLinkAboutOC1970-1017 - ESTATE OF BARRRCC-43 (5-65) COMMONWEALTH-,OF PijNNSYLVANIA B~f?,frvfD DEPARTMENT OF REVENUE C.OUNTY ,~fAU OF HARRISBURG '.OLLfCTttJNS Oc ?.T,·4 2:3 ,4H ';lrO 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 Tax Act of 1961, we herewith submit the following report:' "~;".,' NAME OF REPORTING FINANCIAL INSTITUTION PITfSBtmaH lIATIaUr.BANK ..CUAlUEROI Orr·ICE -I" ADDRESS CHAR1Ef.OI~PA.1$022 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT (SAVJlJOS)10025945---------------NAMES ON ACCOUNT OR INVESTMENT bla J.Barr or Armes Powell DECEASED JOINT DEPOSITOR,\/' TRUSTEE OR INVESTOR Ernma_,_,_'J_._,Barr_,_,V _ ADDRESS J4)OFitth St.;Q,Qrlerol,Pn.,15022 DATE OF DEATH 9 23...'70 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __..I;A'88T'J.&:liiO~G~1>I:J;'t'tfe~'r..I'.....;...._ ADDRESS _--!::h~OO~P.:!::1f~t!:!b_=S~'1ii.L....'~'Cb!!!a:ra':!::!le~r~()i:!:.l'.~Pa!U·t:....lii!l;;S~0.2EJ2L --_ RELATIONSHIP TO DECEDENT Dnlmhter 'DATE DEPOSIT OR INVESTMEN....T--===::...----------- WAS ESTABLISHED _~_..:.3_...2..;;;::h;..:"S9:::;.''__~_ BALANCE,INCLUDING INTEREST /'I DUE,AT DATE OF DEATH $1,288.12 ~-:.t.If!/.CJ~ ~~.z:......;;...==.;~<-...lAi!o.ZiiefJil;'3tr...,•....JQIJ,Q:,nshier-tn-Oharge Signoture TITLE .-t,·,.. ~cc-134 (1-69) c COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTIGE OFI~HERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION TO:-~Agni,f!bDeIiHiS;"'·~Pe~ulQe..~:I:::1;-------- 400 Filtb Street Date:O'*'~..~,1'110 County WQsh1n&tton· County File No._ Bureau File No.63-/0 -/01,2 We have received notice that,'............'..'I:X.l:Wxn:nX'nxxnt~xxxx:x:o:xt'XXx.xu on September 23 19--7!1,you came into ownership of certain property through.·'.....h.a mDltdmcmWJIU~mm·ua tratl$ter rr.EMMAJ..BMa,'dEilC~~.' 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:--4~~~~;...i,~~~!IfJ.~~~~i.tl<W.-- 1 I A A:liB.·-oX iP.s I apprai~ed by the Commonwealth,as of the date of death,at $1;200.12 ;0 %of this amount is taxable at the rate of6 % ,ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_ (Agent for the Commonwealth) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before De¢$be:p 2,3 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 ra'te of 6%of the tox 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 //(,.-j . APPRAISED BY:_..:..u.-t:..:...'.Ll_···_,"-:::~.~lC=..:J-=--.i'-:..'7_C_U..:.:.,'·r,::..V_·__ (Inheritance Tax Ap raiser) l $ ___"...6'1._ ~-_.~ $---------- $================= 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 o~bring it to: COUnT HOJSE WASHINGTON,PENNA.15~1 ••I •'-I f...~Oa..li i•.. ".If you have already paid this tax to an executor,admi~is'tfator,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 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 TOTAL $ (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 Idid 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 '1'"',<,REPORT OF REG1~ffR OF WILLS;~""',,~' ~,.....&;",.~,:"':;"'r; I,the undersigned,duly elecfed Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in t~e total amount of $" Date of Approva I:_"--'''--_ Register of Wi lis -~..----'""--,''''P:''fJP"r,":.;;"t¥'~t .,,~n~~~~..-'..~~~".t ~~.~::t ~'t'~•~::1'""'';-.;b'.~"~,'\~..,...:'.;.4Ii~,~r-~ I ~..,,,.'.. ."-..,..~il ~.,.....~~~:~;?~.....f~.....~'%t:".:tl:','-....4'-"~, •~.;t•••,••' •.""t .•.~...•_'.'......._..~_~,-".....'.:...;lI&._~.:lt~.....""..-~..-"-..;.,{.'j''".'~.lre¢-•t~. October 20 .1970 ::COMMONWEALTH OF PENNSYLVANIA DATE ....................,..........................................L ...~............................. 08JtoTMENT 0..REVENUE RESIDENT INHERITANCE TAX 'vashington.vabc OF COUNTY COLLECTIONS COUNTY .........................,..................__............_.............,...........,.........,.I 17127 APPRAISEMENT FILE NO.63-70-1017 l I IIOIUSBURG,PENNA........................~....................-._......._.......-._........................ I ~:Whereas,..................~mma.....J..,.......l3..a.rr........late of ................G.h~r.l.~r.Q ..i.,...........................................i ~(.... ............................................................ "'...:~iD~County of ...................,....~v.~.~.hAP:g.t..Q.P.:..,......................................................Commonwealth of Pennsylvania,having died on.I.:<the ......................?.~.....E.4......................................................day of ............~~.P:t:..~t:n.1:>~r.......................19]9.,seized and possessed of an estate <.subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;1',........................W....lL......Cha.n.e.y.............................................................,Therefore,I,an appraiser duly appointed according to law,.":..~~l-having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix.~i.~.it~,.tl)e cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:.It'•}5 t'j t~·,·.In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after , ~'-'.~e pplratlon of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer I '#;f'v Inheritance taxes at the lawful collateral rate on any such future interest.'I I~;~,..".' I'it··Unit Appraisement -...~Description of Allet Value.Made for Inherltanee.-Till PurllOlI',.-' ~>$ JT.HELD:i.. Jt.SavinE!s Account #0025945 held in the -. PITTSBURGH NATIONAL BANK.CHARLEROI OFFICE. CHARLEROI.PENNSYLVANIA.In the names of E~n.IA J .BARR or AGl\1ES POWELL.Onened.3-24-59., $1.288.12t·:Balance as of date of death. ..(One half taxable)644 Oh /" ,'.... $, Total 644 06 ;/ i form~;-:~h~::~h~w,,",a4:;~~a~:rer~~v~ai,e;e~ti.~::;~~!; ~ j i dJ Appra r-?..!c:::l3"..........;.;...................................~(Hun\nd Sr. I ..............a.~................Penna. (Post Offiee) I1 ,'-,..~ I -~-- ... .r r ..-:..'.'-1.,i'~'.-.."',-,...".~".;,t'. Deceased. Examined and Approved,. Wrote about Appraisement, Date of Death,.$.~.pt..~ml?.~X'7..~..,l~.7..Q . Appraisement Docket Vol., 1-.'-;.t~A J t ~~. /,/ , County .4 63-70-1017..No. WA~H.J:NGr.QN . CHARLEROI Late of DEPARTMENT OF REVENUE Page, BEsmENT INHERITANCE TAX APPRAISEMENT Estate of ..EMNA...J.~.....l3.A.RR Received, Entered and charged, Appeal f,.OHI Appraisement,-- Filed in Register's Office,~.9.51..~..~?.9..L..19 ?..9. AffUJunl of t(IX due,$. t !..!A .::.~.~,b .#" "':, I~