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Home My WebLink AboutOC1970-1099 - ESTATE OF ROHDERCC-43 (4-69) t,Y-7cJ-/O Cfr COMMONWEALTH OF PENNSYLV~IA 8tECEIVfO DEPARTMENT OF REVENUE-aUlny ~F.AU DcLI)LI ...'HARRISBURG ·t CTJONs SEf,S 41~,PN '76 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 REPORTINGFINANCIALINSTITUTION The Union National Bank of Pittsburgh ADDRESS p.O.Box 837,P~ttsbw:gh,P~.15230 ACCOUNT NO.OF JOINT,l'ttt:;"1M•G•.I-tiller,Ass I 'ti Cashier TRUST OR INVESTMENT DEPOSIT #73-v 23l2-2(Savings) NAMES ON ACCOUNT Rose K.Rohde orORINVESTMENT__--'-_ Carx'ie M.Rohde- DECEASED JOINT DEPOSITOR,Rose K.Rohde ./' TRUSTEE OR INVESTOR V~_ ADDRESS Willard Street,Midway,Pap 15060ANDCOUNTY _ Carrie M.Rohde DATE OF DEATH :-:=::-:-S6_p_t_em_be_r_l_9_,_1_9_70 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _ ADDRESS .....;;W,;.::i=ll=&=r.:d....:;S:.,:t:.:,.r.:,:ee:.,:t;.z.•....:;M~i~d~~=.Iy:..z.!....::Pw:au..-'J=.._5~O~60~_ McDONALD OFFICE RELATIONSHIP TO DECEDENT Sister t/ DATE DEPOSIT OR INVESTMEN::=T--.-,;...;:=~---------- WAS ESTABLISHED N_o_V_enl_b_e_r....:;7..t.,.....;;1;;,.:;9-.:-66.;;...-_ BALANCE,INCLUDING INTERESTi k #DUE,AT DATE OF DEATH $1,_5_83_._44_~).._,_~_7_'1j,-..;,7_;'_"'"_ /?~~;; Signature TITLE Assistant Cashier >f >f 11;,7~~-//f,7t -If5,71 /:t~1 J-/~dY~\ I / \.", ....'"'''·'f). '",,\.' f.-C RCC-134 (1-69)S 'J .COMMONWEALTH OF i!>t:NNSYLVANIA ...DEPARTMENT OF REVENUE ~_•BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:---60:ftl.~ff.td~a·~:tftB~nh-.-IRfftolHHDm·J;£-.----- tUI.LIARD STRLET MIDNAY,pENNSD·YANIA 1,S060 Date:----lO~G~TO~·§.BER!at-~;;......,l±l9?~~Oi--.---~_ County tiASaING'1'O»! County File No ..Jft-I/7-~ Bureau File No.~-20-/0 if» , We have received notice that,a on ....;..•.19,you came into ownership of certain property through ri ......•......... ~:~....transfer fl"Oln ROSE K.,ROHDE;deeea5ad~ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:It.Sav.Aoet.#'1)00012312-3 held i:ft tlle UNION NATIONAl.BANK OF PITTSBURGH,PITTSBURGH OFFICE,PI'I'TSBtrROH.PAn in the names or $~'.".1,50).44 .' $---..:!.j.7~916-/~/2~-- appraised by the Commonwealth,as of the date of death,at $1,'$),44 ·5fI %of thi~amount is taxable at the rate of 1$% ....,ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $29/7,<.-- 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 ~f~3:,19---96-you may deduct a discount 0 00 tte amount of tax due,or - ---~-94----- 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 (Agent for the Commonwealth) \.ASSESSED BY:_ \ $TOTAL AMOUNT DUE /:..,'V(J[II\,./1/,'fA )f ..jl....rt-~·{....{'/·I>....d. (Inherit~;ce Tax /J:.prCJi~er)APPRAISED BY: 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 ot'.~ringAt.to:f.~'ltnq,~ 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 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 //-..:1 -/6 fdM.....·Y /J~/.J'~'-'-:;Z,.~'".../~../~.-?;./.4 L4C.s-J:6G ,// TOTAL $~5<.~?'()Q (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 Register of Wills '.""I",,~......•.\,.'"1r\ ..i _---...1'REPORT OF REGISTEltOF WILLS :.,1~.,,",:":":;",.l".....:·l"~+-\>,.- I,the under~igJ)~~~j~:~~;t~,~iS!er of Wills in and 'fo/;.;t~?:obove county,do re~~ctfu'lly report tho;I l '' have allowed dedu~ij;I:IJSted 'aBove In the total amount of $8 Date of Approval:_ Fonn RCC-2 j ..~'.lt. w,2.EPARTMENT OF REVENUE t.BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Nov.emb.er 12..,.l.9.7Q . NTY WashingtonCOU . FILE NO•..............?~.:??=~.?.?...?.. Whereas,~g~.~~.~~9..~~~late of 1~~~.~:s.:;'{. in the County of ~~~.?0.~~.~.:?.~Commonwealth of Pennsylvania,having died on the ~.?~.~day of ~.~.P.~.~~?~.~19 .!..?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania', Therefore,I,...............................W.!.R.~.Qh.~P.:~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 PurpolOs $ Jt.Say.Acct #73-012312-3 held in the UNION NATIONAL BJINK OF PITTSBURGH.PITTSBURGH OFFICE,PITTSBURGH,PEe in the names of RCSE K.ROHDE OR CARRIE M.ROHDE.Opened 11-7-66.Ba'lance as of dclte of death.$1.583.44.1 .'181 1.J.1.J. TOTAL 1~583 44 ESTATE-INSOLVENT .. ....- :..•. ,'i , , ."..'. , I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- fonnity with law on this .......................la1..~.......day of ·········~························.··...eo ........l.Y"....!?_.........................................................~'"............ Appraiser .................................................................................................................................................................. ~plumber and Street) ...................~.............................................................•Penna. (Post om",,) c..""....... - - WA$HJNG'rON ...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......3Q$;F;.~.~..BQgp:E,:.. Deceased. Late of MlpWAY Date of Death,9.::::~.9.~.?Q ,. Appraisemel!t Docket Vol.,. Page,....No.........Q3.~.7Q~l'O.9.9 ... Filed in Registers Office,!:'!<:>y..~~.?197.9 . Amount of tax due,$.. DEPARIMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal fi-om Appraisement,. Entered and charged,. " t .....