HomeMy WebLinkAboutOC1970-1182 - ESTATE OF MALONETO:---,t,"",,~....$:.&..-=F....r=an~o=,·1=a'-.C=h=·l!:.:',~r~et'~$:--_
t'lashirulton.Pemulylvania 15301
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RCC-134 (1-691
COMMON~EAi..T~OF PENNSYLVANIA
DEPARTMENT OF REVENUE
aUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania suchhansfers 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.SaVing$.Aoct.#2050722 HeldiI'l.the
PITTSOORGHNATIONAL BANK.rlA8H1ooTON OFFICE,.\lJASMlfIGTON",pr:;imSYLVA!IIAIp.the D,U!l6S of
MRS,NOLA IS,Wi.LONE OR MRS FR-.I\NCI$CH~.Opened ~~,B.N$.ttee ~$o.fdate-of death
$1.231:..19"
appraised by the Commonwt~alth,as of the date of death,at $-=1:.z.t2=3o:::1::.:·.~,lw·-9~·_
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
(Agent for the Commonwealth)
ASSESSED BY:_
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 dec~dknt,or on or
before February 13 _19 71 you may deduct a
discount of 5%of the amount of tax due,or
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 o,f
*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
?(~/?
APPRAISED BY:---=1u~4-!l.:....;-·';_'=U_1 ---:;-e~=---..4..:-.A__l"-<.....;;;f"--__
(Inheritance Tax 4praiser)
$$=================
INSTRUCTIONS TO TAXPAYERS
Make checks or money orde~rs payable to: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 an executor,administratq>r,.att9rney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the dat~paid,name and address of the perst>n 'to ~-hom
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
#20-76 0r"'lb'/J~A)Fd",u,.¥J~/~~J:/-C-./.;(/F///t::~vdt.eAJJ'..t:'c::/.;7 .3/-/9
/
TOTAL $~;1<3//P
(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__
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 abo.ve in the total amount of $"
Date of Approval:_
Register of Wills
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RCC-43 (5-65)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
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82 Rorth Main St1,Waeh1ngt.on,Pa.15301
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NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of Couniry 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 __----=:,.'=ID£m:::::··..=:',:..::.UR:.:;GH:=,......:,NA=:;·fl;::.::::·.·.:..:;;OI=lAL=.·-=B=ANK=..·::-_
6 South He1n St~~
ADDRESS tfaab1ngton,fa.1S301 j1 ,.tk
ACCOUNT NO.OF JOINT,.Sa"'~50722 .'J,,•.~
TRUST OR INVESTMENT DEPOSIT P .
~~~~~~~T~~:~~UNT ttra.Nola!.Mnlone or Mrs.Franne Chivers t 10
/
DECEASED JOINT DEPOSITOR,*,e.lola B.Hn1cne /TRUSTEE OR INVESTOR _
ADDRESS
DATE OF DEATH No_V_o_llb_o_r_U_,1_9_1O _
SURVIVING DEPOSITOR,Iiftt.Pmnc£.e Ch1veJ"&BENEFICIARY OR INVESTOR ,._
lashlngton,Pa.lS301ADDRESS ---'--
RELATIONSHIP TO DECEDENT __h_US_,_ht_O_'t'--:-.,-
DATE DEPOSIT OR INVESTMENT June 26 19,a
WAS ESTABLISHED ',
BALANCE,INCLUDING INTEREST 61.231.19DUE,AT DATI:OF DEATH $_
G 2's:~,{/s-:-ca Q 6/{~f5t.yj/'7((..../;r-'»,/'/J .-
.'"'f .',~,VlAT:.~h';;fi/1L,,A
S>e>/()~-et-4'-;J/;;/fd ~'ii~~at~r~'-',/'"','~'~TITLE
Fonn RCC-2
.........p..~.~..~~1?~.~..:...~..t ......t.~.?~..COMMONWEALTH OF PENNSYLVANIA DATE
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ................~~.~.~.~.I.:l.~.~.~.~.....................COUNTYBUREAU'OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127 APPRAISEMENT nL 63-70-1182ENO..............................................................................................
Whereas,..........M:~.~.L ....N9:J:.~.....~..~......~~J.~.~.~...........................................................late of .....................~~.~.~.~~.~~.~.~~..........................................
in the County of ................:.......W~~.~.hin.gt..9.n ...............................-...................................Commonwealth of Pennsylvania,having died on
the ........................................l.3.....t.h..................................day of .................No.y.~:m:t'..~.~............................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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
JT.HELD:
Jt.Satini~s Account #2050722 held in the
PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,
WASHINGTON PF.NNSYT,VANIA.In the names of
MRS.NOLA E.MALONE or MRS.FRANCIS'CHIVERS.
Opened,6··26-58.Balance as of date of death,
$1,231.19 ..(One half taxable)615 60
,
,..
..
.
.,
..615I.60I"
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ESTATE INSOLVENT
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form~;vi~fhbl::::~h~w<>rl1a~~~.~a~:r~e~~t~c:~~~;ISe?~~t~Ilf:If
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WASHINGTON....................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.....ms~...NQ.LA...E.L.MALO.NE.""''''''''''''"""""""
Deceased.
Late of
WASHINGTON
Date of Death,N~y.~r.lJ:1?,~F",.:I},1970........................
Appraisemeilt Docket Vol.",.
Page,''''",.","",,,,'"""""'"No.63-70-1182................................................
Filed in Register's Office,."P..~.9...~."."4.,'",,,.,,,19,,7Q,
Amount of tax due,$"."""".."".".".""."""""."""""""."",,,,,.,,.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,"''''''''''''''''''''''''",,,,,.,,,,,,,,,,"....,,.......
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,"".".".""""""""""""."."""""""
Entered and charged,"""""''''''''''''''''''''''''''''''''''''''''''''''''''''
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