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Home My WebLink AboutOC1970-1123 - ESTATE OF BUTTERMORE--- Fonn RCC-2 COMMO~WEALTH OF PENNSYLVANIA DATE Novem~r 18 1970......................................................t............................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington B~EAu OF COUNTY COLLECTIONS COUNTY .......................................................................................... HARRISBURG.PENNA.J7127 APPRAISEMENT FILE NO..............§.~..:.?9..:.!.!.~..~..........................r Whereas,.....................s..~..r..~.....~.y..t..:t.~.r.m.Q.r.~..................................................................late of ...................9..~.!..~.~.~~!:1.~.~................................................. in the County of ...................................W~.s.h.i.ngt.Q..n............................................................Commonwealth of Pennsylvania,having died on the ........................l ....st......................................................day of ..........NQ.Y~m9._~.:r...................................19.....7.9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................W...R........C.hane.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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ JT.HELD: Jt:Savin~s Account #4201.held in the WESTERN PENNSYLVANIA NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANIA.In the names of SARA BUTTERMORE or MARY BUTTERMORE.Opened, 6-63.Balance as of date of death,$3,935.92 'One half taxable)1,967 96 ., ! - 1 , , , ..' .-,;'Total 1,967 96.... .. ,. form~~vi~fhbl:~::~:.w~~,1~1~~:~;o~e~..~t~l;.a~p;~;e=e~=ij~ -~,on-pZ'(Nu er and treet) --~-'" ........······.:c·_···········7·..:~i;;;;;··.i························....................,Penna. <..t' WASHINGTON County 1970 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SARA~Yr.II.'~R}~QR~... Deceased. Late of CALIFORNIA................,~. Date of Death,~~Y..~.Il:(J;>.~F..J Appraiumei!t Docket Vol.I •..........•.•..•••••...........•.....•...••••••...••• Page,No.63-70-1123..... Filed in Register's Office,Nny.~..!J.e.J9 7.Q Amount of tax due,$. DEPARIMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. , # .. y, ) RCC-134 (I-59) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION -~~ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__MA.=.=..RY""--""B<=UT..:..JT=.=E=RM=O:..=.;RE=·_ 331 LIBERTY STREET 1J419CALIFORNIA.PENNS~VANIA iiiiiiiillii;;;;~'iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii'iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiOiiiiiiiiiiiii/;;;;;;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;!;;;;;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiJ Date:November 13,1970 Coun ty _--.:.Wi:.::a:.::.=h=in~ia..=..:o:..:n::..·_ County File No.J Y-//%'-c, Bureau File.No.C3-2cJ-//£.-3 We have received notice that,mUIJISaX8»UXXXXXmXXIXXXXXXXXXXXXXXXXXXXXX1-,,-UXX on.~!!1;!Lh..19.72!...lpu came into ownership of certai~prqpertr through r .•......BXlHl~I~XXtransfer from,SARA BUTTERMORE,deceaaed .. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the paymen.t of the inheritahce tax due is imposed upon you:as transferee. The property on which taxis hereby assessed consists of:Jt.Saving.Account '4201,held in tbe WESTERN PENNsnVANIA NATIONAL.BANK,CALIFORNIA OFFICE,CDIFORNIA, PENNSYLVANIA.In the names of SARA BUTTERMORE or MARY BUTTERMORE.Opened, June.1963.Balanceal of date of death.$3,935.92. appraised by the Commonwealth,as of the date of death,at $3,93.8.92 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $_1_·'·,~9_6...;...7._9_6__$-------- D If you pay the above amount within three (3)'months of the date ofdeath of the de7~e,nt,or on or,.' before Feb.1,.19 '.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 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 additiona,1 interest is due at the rate of 6%per annum until/ paid ' TOTAL AMOUNT DUE $295.19 $=============== APPRAISED BY:~~-4,---~:Z=d.4~~-ASSESSED BY:_ (Agent for the Commonwealth) Make checks or money orders payable to: ~Y;f'~g(J,0. 4~/~/970 ~C////079".v..r-d' To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: AGENT to"'hiE "()O>.~,,.."-,, COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrnA:i,.oJJ~ney or other personal representative of the decedent for forwarding to the Commonwealth,list below t~ate paid,name and address of the person to whom you made payment,their official title and the QmQU,nt.~.~., Date Paid Name and Address of Payee 'Offi~ial Title .Amount Paid ~. SS: 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 th.e 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 prop.erty 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 reqUired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing is a .just and true statement of funeral expenses and other debts of the decedent,.,for wh ich 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 Wills ~-J.. -.. RCC-43 (5-65) (3-7()-//t13 COMMONWEALTH OF PENNSYLVANIA Rf DEPARTMENT OF REVENUE COUNlUR~~/UV[D HARRISBURG Y CO/"'OF...L[r-Nov 9 v I fONs 409 PH '10 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 ----\ll.JdeIl;;lo.ar;u..t;AilE!l~=~~'P~MrJ,l;Il~·Ply:..,r1:~..,~r,m~·lii.8l...-it~-!Q~~~!eM1r..G1!a..:1.-.~~lA!MrMdt~--- /DE~~~~~~~°ci~~~VE~~~~O_R_,_----"=sa=·:r&::.,::.~Bu:~t~tiI2::!1"J'1lOt>o!!!·~.UijeL...·_.:::::L/7=--_ ADDRESS -.;3;l.,;3u.1-.lI...A.:;.llbeNrt~tJ~.,.~S:;...'".~.--e.C;Q·~.Ubl·'4);~I!Ii.~~~a,J...-:P:Pse:.•.....,l~S~·~~~9 DATE OF DEATH ---!NL!l:iio!.!t~m!JIJ.WiiW!S:l;·L:..·...I.(....--ltL:29~20.L-------_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __...;l:M~a~·~r;-··...9~\lt~;t~t,)~·=O!ali.iHO~~.------------ ADDRESS 'Jbbd &f4be'rtJ'...Calit:omt",S'4.1$419 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT sayings A~count #4201 NAMES ON ACCOUNT OR INVESTMENT Sa~a Buttermore or Mary Buttrmno'ro