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Home My WebLink AboutOC1970-1092 - ESTATE OF KERNER~~--------------~ Fonn RCC-2 COMMONWEAj.TH OF PENNSYLVANIA DATE ...~.~y..~~!?~E ....~..?.......~..?..?..9...~. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .....w.~..~.h.!.~g.~.9..P.:................................, COUNTYB~tAU OF COUNTY COLLECTIONS APPRAISEMENT FILE NO.63-70-1092HARRISBURG.PENNA.17127 ........................................................................._.................. Whereas,.........N.~.r.y.....An.P.-.....K.~.r..P.:~.~.............................................................................late of .....................g,~.1.1:~.~.~.~~.~g ............................................... in the County of ............................w.as.hingt.o.n..................................................................Commonwealth of Pennsylvania,having died on I the ..........................3..l....s.t...................................................day of ................Q.9..t..9..p..~..~.................................19......9.9,seized and possessed of an estate subject to Inheritance Tax uuder the laws of the Commonwealth of Pennsylvania; I Therefore,I,.................JY...!..R..~......G.b.~.P.-.~.Y ......................................................................,appraiser duly appointed according to law,an 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. , AppraisementUnitDescriptionofAssetValuesMadeforInheritanceTaxPurpoleS $ JT.HELD: Jt.Savngs Account No.B-1929,held in the I MELLON NATIONAL BANK &>TRUST COMPANY,CANONSBURG, OFFICE CANONSBURG.PENNSYLVANIA.In the names of MRS.MARY A.KERNER or MR.ALBERT A.KERNER.Opened, '.Fpbruarv 1 1962.Balance as of date of death. $13.937.62 (One half taxable)6,968 81 I, I < ,.. .. '. Total 6.968 81 ., .. .< I I II form~~~fh~~::~~w<>rlla~~:,~a~o~~~i~~~&e?:e~;;;;'d~:e Blser ~........................................~;...........................................................................~_(Hum and Street) Penna............:.~...~..~................................................" (Poat Office) --_.....~ --- WASJUNGTQN ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY A.KERNER Deceased. Late of CANONSBURG Date of Death,October 31,1969 Appraisemel!t Docket Vol.,.. Page,No.63-70-1092..... Filed ill Register's Office,..N9Y.~..~Q.,19..7..Q.. Amount of tax due,$: . DEPARTMENT OF REVENUE Received, Examilled and Approved,. Wrote abo.ttt Appra.isement, Appeal fl'om Appraisement,. Entered and charged,. ~ , jto \; \ ,: TO:--:;A=L=BE=R=T:.-·=KERNE=='·=R _ 153 SPRING VALLEY ,ROAD Date:--=N.:.:o:..:."I.:::::em=b::.::e:.::r~9..L'.....:l=.::9~7c.:::O~·_ County __li._a__8h_l__n~gLt--=o..:..·b _ ~C-134 (1-69) ~",,"AMONWEALTH OF PENNSYLVANIAj!,i.2.J;.PARTMENT OF REVENUE .•:'!n:AU OF COUNTY COLLECTIONS .INHERITANCE TAX DIVISION \.(\ i .,.,~~ OFFICIALoNOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION j CANONSBURG.PENNSYLVANIA County File No.' Bureau File No ..tJ --26 ~/o L< We have received notice that,XD~XXXXXXXXXXXXXXXXXXxxxx.xxxxxxxxxxxxx on October 31,.:119..6.9.,you came into ownership of certain property throug~XBUBUUB BlJlBDDIJilQUUXHD trIUt,,.ttom;MARY ANN KERNER.dee•.aled. Under the Inheritance and Estate Tax Lows 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:Je.Savin.IAccOunt No.0.1129,beld int the MEtLON NATIONAL BANK &TRUST COMPANY t CANONSBURG OFFICE.CANONSBURG. PENNSYLVANIA.In the nable.01 MRS.MARY A.KERNER or MR.ALBERT A.KERNER. Opened,2...1.62.Balance a$ot date of death,$13;93'.62. appraised by the Commonwealth,as of the date of death,at $13.931.62. '50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT ,DATE OF ASSESSMENT., TAXABLE AMOUNT. LESS:ALLOWED DEBTS .NET TAXABLE AMOUNT AMENDED ASSESSMENT 6,968.81 $--,"'1":"'t -'OK'3r.•"""::6""6v--- 5',265.15 AMOUNT OF TAX DUE o If you pay the above amount witni~'three '(3)months of the dote of death of the decedent,or on or before 19,you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the dote of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is olso due as of *_ 19__in the amount of *If the tax is not paid by the above dote additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $ ··418.13 418.13 315.9]. $-======3=1=$=.9=1===== UCTIONS TO TAXPAYERS APPRAISED BY:(..L.<~...,4:=--.J~~~~4-- r) Make checks or money orders payable to: 2~rf.#/..t4/f/.?S-: y:?~vr J/..J:y/ ~v-zr ·9 /7'/0 ASSESSED BY:_ (Agent for the Commonwealth). To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: )If you have already paid this tax to an executor,administrator,attorne}'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.''~'.':'<"j:',,,..:.,,'~(.,'..,,','~,.....l Date Paid Name and Address of Payee.,,Official Title ',w'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 an'y such expenditures meet all of the three following tests,,it is recommended thatyoyjtem,ize the paym.ents below, execute the affidavit,and return this notice.The Register of Wills will examine the,d,ebts,c1aimed and allow, those which he determines to be proper,The tax will then be recomputed and you will receive on amended assessment of tax,. THE THREE TESTS WHICH MUST BE MET ARE THAT: ."1•You were personally legally responsible for these debts,and I:t~.'."..~''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 administrat,ion of the general esta~,eof the, decedent or any other transferee.. . ,u.uu 8.00so..oo ll~5.00 11.'12,,200.00 Amount Paid 1.O:~3.~4 Grave Marker Description of Obligation Funeral Ex1leltJed R.'D ...,...due an ..... R.~6m fJ ttf Deeedent . SCHEDULE OF DEBTS .... ....."'....\",)10 St ..Patrick ChurCh ~A41",'.~~..._- ".~..........:..11"Au6....~~Aft Name of Payee Iw ..,(\..iffi~h Date Paid \011.~...~Q .' TOTAL $ (attach separate sheet If requ I red) SS: COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ I,hereby certify that th~foregoingi~a iust~nd t~ue statement of funeral expenses and other debts of the decedent,",for which I was legally responsible and which I did payout ofthe'propertyh.ereifl'taxed.I further certify,that to the best of my knowledge and belief,these same debts will riot 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 -------g 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 Wi lis