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Home My WebLink AboutOC1970-1118 - ESTATE OF DAVISRCC-43 (4-69) ~.J-f'd ;'//~) ,6:&1 f;/e=!:'i.#o/ &.3 -7tJ-///J7 NOTE:TOBE 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 ..1l.a.UClaGI laU ...tIt.t e.g DECEASED JOINT DEPOSITOR,Hr.....».,,1.TRUSTEE OR INVESTOR _ ADDRESS ..AND COUNTY Box 154,Avella,.'a. DATE OF DEATH :-:-::-:1:-:0....../2;;;.;;1;.:..".;..;:0:.-·.--=-'"----::-_--:--_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Hr._Hary You---_-:.-_----------- ADDRESS SQUib Mal08treec·and Cbeny A.QUe,WI'bIDBtOQ,,.",W.'.15301 ACCOUNT NO.OF JOINT,' TRUST OR INVESTMENT DEPOSIT 061-7490 '••shook '_*,0. NAMES ON ACCOUNT OR INVESTMENT Hr.-...D..... ADDRESS __11._"_.1_1_4_,_'_a _ TITLE RELATIONSHIP TO DECEDENT D.vab'·...----------------~-DATE DEPOSIT OR INVESTMENT 1/6/61WASESTABLISHED _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_1~.l.;;.604~·.:..:..8;:;;.;7:.---r-~..._.:_---- ?0..2,-¥-/GiJ t'%::'5/;::/S S%,G)~{/-.2/71).;-o?"-:// TO:_--::HI==~=H=X--=Mr~s::::..;.~=-...:.:YJB;="::...l."·~..:.Y:;ouk~,~·_ AVtbUe..Pi;. OFl=ICIAL~I'WTICEOF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:Novembor 4.,1970 County Waahi,ngtan County File No.J%-/lZ.-/,, We have received naUce tha~ on ..'.Qeteher 2]..]9~,you came into ownership of certain property through~~ UIlif~h~"tlPanefer t:r~.ms..~ANNA })AVD,deceQ.~.•'". ~. RCC-134 (1-691 "COMMOtolW~EALTH'trF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 1- Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The.property on wh.ich tax is hereby assessed consists of:Jt.SaV1t.tg$Ace,:>lJnt 1}061""'7490 held in the MELLON NATIONAL BANg AND TRUSTCOMPANt IfASHINt}!tON OFFICE,IfASHINGTfJN..p~mJSYVilANIA ,~, appraised by the Commonwealth,as of the date of death,at $1,j.604.S7 $0"%of this amount is taxable at the rate of 6 '% ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $--cSll,;,l02""'",,,".44Ir.--- AMENDED ASSESSMENT $70£.¥¥ ~/ AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the da,te of death of the decedent,or on or before JanU!:U'721 1971 you may deduct a discount of 5%0·ftheamount of tax due,or ___2..41 _ o 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 *H the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DU E $ 'I (Agent for the Commonwealth) ASSESSED BY:_APPRAISED BY:.....J:j1v.L.J..k~rJ.~,:::::/~'/~)~~:::::--_ (Inheritance Tax A raiser) 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 or bring it to: If you ha ve already pa id th is tax to an exec utor,admi nistrator,attorney or other persona I representative of the" decedent for forwarding to the Commonwealth,list below the date !MIid,"-n~me and address of the pEtrson'to·v..honi 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 wi II then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for thesedebts,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 /(-01-70 ~./L._A.kIJr.t?.4/~we..h,.Ir.AA~-S~",.I-·-pr /.?~/.,::l..! TOTAL $~93/R..[- (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ 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__. REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 $0 Date of Approval:_ Register of Wi lis r-:r-=."~=~~..=.-~....-~----_._---_._--.-.- ,-Pi)ner8 r Sel~\;~ices ForfursuA~na O.Davis Avel~;,a Pae '.~. f?rrm Rri ~~. IN ACCOUNT WITH FUNERAL HOME To Funeral Service Including; AVELLA,PENNSYLVANIA TELEPHONE (~~~..S 8'7·3 8 ~.:; .~_FLOYD L.PITTMAN .";-:.: -----------==-=-=.============================;=:=·.'~Oct8 25'1~70 ·1 II, Casket Embalming Slumber Blanket Procuring Permits Newspaper Notice Use Of Funeral Home And Paraphernalia Personal Service And Assistants Funeral Car Delivery Of Flowers Car For Clergyman Grave Decorations Acknowledgment Cards Burial Vault Removal From Cadiz O. Clothing Complete Sunday Charge On Vault Cash Disbursements; 1295 00 180 00 30 00 : 38 7') 40 I .-i.00 l Cemetery Charge Canopy At Cemetery Hair Dressing Honoraium To Clergyman 100.00 25.00' 7.50 15.00 147 50 Funeral Acct.In Full ---_.j 1731 25.1 'j !i Fonn RpC-2 •" , ~'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE N.Qyf9.:mQ.~r.J.9."'19.7.Q.. COUNTY W?t~hin~.ql}. 63-70-111lt8FILENO . Whereas,~~:~~~.~~~.y..~~late of ~y.~.J?:-.~. in the County of ~~.~.~~~.~.?~Commonwealth of Pennsylvania,having died on the 21s.t day of 'O.c.t..9.p..~r.19 79.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~..~.~.?~~.:!.,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.Savings Account #061-7490 held in the r1ELLON NATIONAL BANK AND TRUST COMPANY VlASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA in the names of Nrs.ANNA DAVIS 011.MRS.NAHY YOUK.BALANCE AS OF DATE OF DEATH: $1,604.87.Opened 1/6/61. Unit Values $ Appraisement Made for Inheritance rax Purpoles 1.604 TOTAL .' 1,604 87 ; WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......~s..ANNA DAVIS Deceased. Late of AVEL.LA Date of Death,10-21-70 Appraisemeilt Docket Vol.,. Page,......................No..§}~.7.~PJ.:?.. Filed in Register's Office,}~~y.~.?19 70. . . AmounJ of tax due $,. DEPARTMENT OF REVENUE Receive.d, Examined and Approved,.. Wrote abo.ut .Appra.isement, Appeal jyom Appraisement,. Entered and charged,. .......,,- ~, • ,