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HomeMy WebLinkAboutOC1970-1182 - ESTATE OF MALONETO:---,t,"",,~....$:.&..-=F....r=an~o=,·1=a'-.C=h=·l!:.:',~r~et'~$:--_ t'lashirulton.Pemulylvania 15301 1- 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 ...- RCC-43 (5-65) .'-J I ....-'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG \"\j.... ~.;,;', \r \, 82 Rorth Main St1,Waeh1ngt.on,Pa.15301 -------- ~'. 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, $1,231.19 ..(One half taxable)615 60 , ,.. .. . ., ..615I.60I" I ,.. - ESTATE INSOLVENT :•.' I I form~;vi~fhbl::::~h~w<>rl1a~~~.~a~:r~e~~t~c:~~~;ISe?~~t~Ilf:If 1••••.••;JJ:.::l:;;:!if'.........................................~:~~. I -_..,......~ WASHINGTON....................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....ms~...NQ.LA...E.L.MALO.NE.""''''''''''''""""""" Deceased. Late of WASHINGTON Date of Death,N~y.~r.lJ:1?,~F",.:I},1970........................ Appraisemeilt Docket Vol.",. Page,''''",.","",,,,'"""""'"No.63-70-1182................................................ Filed in Register's Office,."P..~.9...~."."4.,'",,,.,,,19,,7Q, Amount of tax due,$"."""".."".".".""."""""."""""""."",,,,,.,,. DEPARTMENT OF REVENUE Received, Examined and Approved,"''''''''''''''''''''''''",,,,,.,,,,,,,,,,"....,,....... Wrote abo.ut Appraisement, Appeal f,.om Appraisement,""."."."""""""""""".".""""""" Entered and charged,"""""'''''''''''''''''''''''''''''''''''''''''''''''''''' I ,J "