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Home My WebLink AboutOC1970-1098 - ESTATE OF MUHLEMANII RC C-43 (4-69) J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,Pen~syIvan ia 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 lIellon Nadonal Buk and but Company / We,hington County .' ,'-" DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR .....••':Lola H.Muhleman. ADDRESS AND COUNTY ADDRESS 40 South "-..'.Str••t •..,..h1ngton,'eDQIylv«Ui1a 1'301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT .Savinga Accou,nt::'725 NAMES ON ACCOUNT OR INVESTMENT )boa.Viol.H.M1.1hl.-n DATE OF DEATH __.....;.9/_20_'_'0_...__._--,.,..,.,.--........--------,------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Ch.-le.A.Nuble.. ADDRESS ~W.;..;a~'b.;..;1;;..;n:ii:.gCO;;;.;;.·;.,;;;;nz..••...:.'...;.en;;;;.,IUl,;;:;;z..yt,;:.;-\';..,:;4n,;;:;;1:;;;,;:8;;.,.·_ TITLESignature .....t8Q:t Katsel' ...~,.'.;:,--..'.' RELATIONSHIP TO DECEDENT .on·=----------.......;..-----DATE DEPOSIT OR INVESTMENT 9.1·22/64 WAS ESTABLISHEDBALANCE,INCLUDING IN-T-::'E-:-"R-ES-T'"7'.----.x-j ---------- DUE,AT DATE OF DEATH $__...=.1~,7..::.;08=.~11=-....:J-=---_-_f_!"...:..,1_,(}_lo_·_--,.._ TO:_C_'l.4ARL'ES_',''__.'_'_A_'f_.MU_'_HLEMA_'_'_I_,_ \,lASUING?:ONj ,PENNSYLVANIA "_.tt .. PCC-134 (1-69) COMMONWEALTH OF PENNSY,LVANIA ''t'EPARTMENT'OF REVENUE -BURE"AU OF COUNTY COLLECTIONS INHERI.TANCE TAX,DIVISION OFFICIAL NOTICE OF INH·ERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:OCTOam 2,1970 ,Coun.ty WASiiINGTON County File No.J %-//7--/ Bureau :File No.Q -/0 -/0ttl Wehavereceive~notice'th8t,.'.',.',,', on'SE~m 20 19'-,ou came into ownership of certain .property through_ transfer t~om Viola H.Muh1~deceased Und.er the Inheritance and Estate rax Laws of the Commonwealth of Pennsylvania such transfers are taxab.le and .the liabil.ity .for the pqyment of the inheritance ,tax due is imposed upon you,as transferee. The ;property on which tax ;is hereby assessed consists of:Jt.Savw.Aecf",fI12lj held ,'in the "fELtON NATIONAL BANK.WASHlNG'1'ON OFFIOE,'WASHXNGfot~t PA,,,XN the'names of VIOLA At,)IDUJEMAN CHARLES At!.MtJRtEt·Wi.·0p$nod9/22./f:4.13 a1anc~at Ciateof ~a\hf $1,,708.11 ' 'apjmiisedby ',the Commonwealth,as of the ,date6f death,lat $_ 'SO %\of .this\amount ·is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT JAXABLEAMOUNT LESS:AL'LOWED DEBTS NET TAXAB,LE AMOUNT AMOUNTOFiTAX DUE $ .$-------- o If :you pay the above amount within three (3}months of the .date of ,death of the 'decedent,or on or ;before DECEMBER 20 19 70 you may deduct a -discount of '5%of the amount of tax due,or D This tax became delinquent,fifteen (lS}months a'fter the date of ,death and,in addition to the ,tax,statutory interest ,at ithe rate .of 6%of :the tax per annum is also ,due as of *_,_ 19__:in the amount of *If the tax:js not paid by the above date additional interest is due at the rate of 6%"per annum 'unti I paid 2':56____:U _ APPRAISED BY: TOTAL AMOUNT ,DUE '$51.24 $============== f,cJe ~OASSESSEDBY:- (Inher,itanceTax Appraisff)(Agent :for the Commonwealth) INSTRJCTIONS"TO TAXPAYERS "Make checks 'or money 'orders payable to::4;;~//~~~.;2~#/~;:¥3d ~U--fY(f I !VJ.~()A_...+f~~,~._' 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 on executor,administrator,attorney or other personal representative of the"·' decedent for forwarding to the Commonwealth,list below the dote 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 on 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 on 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 Dote Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY 01=:) 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 .....~.. ,J.'•,'f~~,rl'.t ..r ......1', ,~. Form RCC-2 •DE1i"ABTMENT OF REVENUE BUREAlJ"OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.«?y..~~~.~~~?'.~?.?.g..... COUNTY W.9:.~.h.:i.!tg~.9.~. FILE NO..?.?.:.?..~::::.~.?..?.~. Whereas,.Y.J.9.l~.J1.11h;J,,~m~P.:late of ~~~.~~.~~.~?.. in the County of J1.a.s.b.in.et'OD.Commonwealth of Pennsylvania,having died on the · ·-2Oth ·day of ~.~P~.~~~.t:::r.19 7.?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..R.•.~haney ,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. Description of Asset Jt.Save Acct.#725 held in the I{ELLON NATIONAL BANK,WASHINGTON OFFICE.lj-JASHINGTON.FA ••In the names of VIOLA A.HUHLEMAN CHARLES A.NUHLEMAN.Opened 9/22/'i 64.Balance as of date of death, $1 .70~11/ Unit Values $ Appraisement Made for Inherllance Tax Purpoles 1.708 11 'nOTAL ,.~,; ; .. ,. " ; 1,708 11 I Having been duly SWonl according to law,I do hereby certify that the above appraisement is made in con- formity with law on this /:2...,d,day of ~~'19f;O.: ..........W R.~~ AppraIser ..........................................................................................................."",..,"..,",..",,'.."",'..W ~lfumber and Street)........................................................,Penna. (Post OfBee) 'V'JASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VIOLA NDHLEHAN Deceased. Late of WASHINGTON Date of Death,9..':::?~.7Q . Appraisement Docket Vol....,. Page,........................................No.......?3..:::'.7Q:::J.:P.9.~...... Filed in Register's OfJice,l'J.?y..~~~:19 70 Amount of tax dite,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal /,.om Appraisement,. Entered and charged,.. ~ .., •