HomeMy WebLinkAboutOC1970-1148 - ESTATE OF PARKINSONFonn RCC-2
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DEPARTMENT OF REVENUE
~UREAU OF COUNTY COLLECTIONS
HARRISBtJRG,'P-ENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ..~~y.~~~.~.:r.:??)".:..~.9.?.Q .
COUNTY Washington..........................................................................................
FILE NO ??:.7..9.::::.~.~.?_ .
Whereas,!.J.Qr.5?P.9..~p.!?.r..t~n.~.Qp.late of ~~.~9.~~.Y .
in the County of Washingt.an Commonwealth of Pennsylvania,having died on
the ?7.day of A':l:g':l:~~19.....79.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~.~.~~.?.~~.~.~;r.,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$I
JT.CHECKING ACCOUNT #73-42690-1,held in the UNION NATIONAL BANK OF
PITTSBURGH,PITTSBURGH OFFICE,PITTSBURGH,PENNSYLVANIA.IN THE NANES
OF JAMES W.PARKINSON OR FLORENCE PARKINSON.OPENED 3-25-69.Balance
as of date of death.$1.285.67 1.285 67
TOTAL 1 28')67
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Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
fonnity with law on this ~3..q day of ······h~..•.if.·••·····•.....·.·....•·•......·..••.·•............................................................~~
?u.~~~~~,ej.7'<:~..iA ,Penna.
·W:AS.HINGTON.....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
···.FLOHENCE···PARKINSON································Deceased..
Late of
N:IDWAY
Date of Death,A.:~.t.J:.s.:t:,??:':I.:.?.7.g .
Appraisemcid Docket Vol.,.
Page,........................................No 9.?::::7.Q::::.+.~?.
Filed in Register's Office,.Nov.•....23.:19 ...70
Amount of tax due,$ :.
.DEPARTMENT OF REVENUE
Received,
Examined and Approved,: .
Wrote abo.ut.Appra.isement,
Appeal f1"o»l Appraisement,.
Entered and charged,.
t
(,
ff
NOTE:TO BE SUBMITTED IN TRIPLICATE
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RCC-43 (5-65)
J
Son
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 The Union National Bank of Pittsburgh
ADDRESS F.O.Box 837,Pittsburgh,Pat 15230
ACCOUNT NO.OF JOINT,Att:H.G.Miller,Ass't Cashier
TRUST OR INVESTMENT DEPOSIT #'73-42690-1(Checking)
NAMES ON ACCOUNTORINVESTMENT J_&m_e_s_W_.~!-"""ar""'k=i=n=so=n--;;;;;;:=~:...--_o_r _
Florence Parkinson-===
DATE OF DEATH August 27 I 1970SURVIVINGDEPOS:::.IT=:O:-::R:-,----...:::::l~-=-='.:...L-..:::L.::..::.---------
BENEFICIARY OR INVESTOR J_Bm_e_s_W_._P_ar_k_in_so_n _
ADDRESS 108 North Avenue,Midway,Pat 15060
RELATIONSHIP TO DECEDENT
DATE DEPOSIT OR INVESTMEN:::T--Ma-r-c-h2-S-,-1-96-9-v--------
WAS ESTABLISHED -=----------------
BALANCE,INCLUDING INTEREST 1 8 67,2 5.DUE,AT DATE OF DEATH $\1,--__
t ~j I,Jj£.(,,7 ~71/1 p~4~2 0/Signature :;;r-TITLEr~'~A;o.-:~JO-b~/;~Assistant Cashier
McDONALD OFFICE
\
\....
MIDWAY,PENNSYLVANIA 15060
RCC-134 (1-691
COMMONWEAL TH OF PENNSYLVANIA
,.DEPAFfrMENT_QF REVENUE
,....BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:JAMES \v.:PARKINSON,
108 NORTU AVENUE
,~,~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ EeT TO ADMINISTRATION
Date:"Septomber 162 19"'/0
County 'W_a_s_'h_.1._.n--'g=-'t_o_n.,...._
County File No.3F-/~()-I
Burea u FiIe No._......~_3_-......7..;:;;;{)_-_I_J--'-J.}._t_
We have r.eceived notice tha~a~)~;{r~XJi~~JXt:~a',f~V..XXX~XXXXLXX.X:X)LX~XX ~."...'\lI
on.August 21 19---.1."!you came Into ownership of certain pr0e.erty through~.'.,XXJr~~1s'X1h~e"JYX~l.l.~XIleXl~lJ;;.lX tr$.nsfer from,FLORENCE PARKINSON,deceased ..
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 which tax is hereby assessed consists of:Jt.Checking ACCOUi.tt #73 ....4.2690...1 t
held :hr the'lJNION NA1;IONAL BA~rKOF PITTSBUROH.'PITTSBURGH OFFICE J PITTSBURGH,
PENl\A.:In the names or J;A)iES'\;l~PARKINSOII or FLORENCE PARKINSON.Opened.
3...25,..69.''Balance as of date of death.'$1.285.61 ","
appraised by the Commonwealth,as of the date of death,at $1.285..61
leO %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
.of the date of death of the decedent,or on orbef~re Nov.27 19 70 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 additional
interest is due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE//2 ....'.,2'//~~",?,I:..,:y
APPRAISED Byk ,if ;t?C£~9""~/b ,.
(Inheritance Tax Appr Is'er),
$
$_~1~'t..:!!2:.:8~5.:.;.6:.,7s...·__
77.14
7'7'.14
<6 W-....3..:2..
$====c3.===y==0=:V======
Make checks or money orders payable to:
7{<t--/#~/~¥~t:C
~>'1'37,-#
~o-v-;-(7d /7/?C7
/
TRUCTIONS TO TAXPAYERS
To insure proper credit to your account .
thiS Official Notice must accompany
your payment.Mai I or bri ng it to:
1(~JI JU,{~
AGENT FOR THE COMrt10NWEALTH
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administrator,.,9JtOJ:.lll'e'1 or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whoni.
you made payment,their official title and the amount.~r<",-.'.:',
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 ju~t 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 D~scription of Obligation Amount Paid
Y-//-76 ~A~'-f ~~"//....::;;::zJRI ./~_-/~~--il.....A --.s-o ~.j"...(-
'<7'-//'70 ¥'-~',r~Ah v6I'..-...//~.J"CV~,J 0.-Or)
r'/c /-/,
TOTAL $~9S£..3Lr-
(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.
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 $--------1II
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Date of Approval:_
.Signature of Taxpayer
Register of Wills