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HomeMy WebLinkAboutOC1970-1207 - ESTATE OF WITHERSTO:_....:.;M::::.:R=-S..:....-=E:.=L.=,:IZ=A=B=ET..::.:H::.....::;;D.=.;.RYE=R.:.-_ R.D.#1 - RCC-134 (1-691 COMMONWEAL THOF PENNSYLVANIA DEPARTMENT OF 'REVENUE BUR'EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NQTICE'"'OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF i ASSETS NOT SU BJ EeT TO ADMINISTRA TION Date:--=D::..:e::..:c::..:e::.:.:m=b:.::e~r~7~,....:1!!:.:9~7~0i:..-_ WashingtonCounty---::_ County File No.J!'--/.::25-.;2... Bureau File No.1.03 -70-)c:(0 '7 We have received notice that,~~~~~X~XX~X~~ on November 18 ,197~".t~~..came into ownership of cert,ain property throug~XH~X~nW ~)l~~~~~transfer from,MRS.HARRIET M.'VITHERS,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.Bank Acoount,held in the PITTSBURGH NATIONAL BANK ,'~ASHINGTON OFFICE,'''ASHINGTON,PENNSYLVANIA.In the names of MRS.HARRIET M.WITHERS and ELIZABETH DRYER.Opendd,April,1967, Balance as of date of death,$1,958.55. appraised by the COli1monwealt~,as of the date of dea;~~,at $1,958.55 50 %of this amount is taxable at the rate of ~tS '_% ..ORIGINAL ASSESSMENT DATE OF ASSESSMENT .TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $979.28 AMENDED ASSESSMENT 979.28$--~-----1,004.50 Insolvent AMOUNT OF TAX DUE 58.79 D If you pay the above amount within.three (3)months of the date of death of the decedent,or on or before Feb.18 19 71 you may deduct a discount of 5%of the amount of tax due,or 2.94 ---_...7-_----- 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 ----_......_--- TIONS TO TAXPAYERS ASSESSED BY:_ (Agent for the Commonwea Ith) Insolvent $-================58.79$ APPR AI SED BY:~~'-'.L...~W~~~;£- *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: 1(~1fNA~ AGEiH H.b HiE C(tr.!iMONWEAlHI COURT HOUSE WAGHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the CommC?nwealth,list belowAhe date paid,name and address ofthe person to whom..........,.p'...you made payment,their official title and the amount...,~",.",..'..•..'..":,' Date Paid Name and Address of Payee Official Title' S5: 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 tre computation of tax due.If any such expenditures meet all of the three following tests,it is recommended tha~you itemize the payments below, execute the affidavit,and return this notice..The Register of Wills will examine the debts claim'edan9 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 estqte of the decedent or any other transferee.'... SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 12_7_70 F1avd Pi F'11 .,..''''co 959.50 1~-7-7U nl';Ml'"r.:a ....,...,.1 1 M",~i C'::l1 T.'.•........15.00 12_'7_70 Rev n,..Mil 1 A,..F • ,C'I ..-·,..",a 10.00 12_7=70 ...,~r."p.p.n u_.".._Fl nWA,..:a ,..,..:a ....20 00 ~ ," .. , TOTAL $1,004.50 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ 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 $• Date of Approval:. _ Register of Wills J t " • ". .'-,".,", '1. ".".-. (,3~lli-/~~'7 .'COMMONWE~LTHbF PENNSYLVANIA'...lB~fiCfg~f{l1J DEPARTMENT OF REVENUE C'f])!(jlNr""fffAIJJAr:,.if ,c()J,''..'' HARRISBURG .''f-I.Et:":-fO/f/S •.DEC "3 3?lFH'lO \.. \, TO BE SUBMitTED IN TRIPLICATE\'\ ,\', .',~ Pen'nsylvtJl1i~Department.of Reve~ue" Bureau of Co~nty ColI'ections . 26 S.4th'Streeti\. Harrisburg,Pennsy'lvania .':"~.;, \ ". RCC-~3 (5-65) NOTE: Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:. ,:.,,;;.: NAME OF REPORTING ,. FINANCIAL INSTITUTION .it~811 Hatiea1 8'".V.biD"Wes,onto,.87 ,,....-': ADD~,ESS 20).4.f"••ea Av.e.~inst.,Pta9a.,l';3o.t ACCOUNT NO.OF JOINT,.."'.'. TRUST OR INVESTMENT DEPOSIT----"8"'"'1-...a..'~~··~·6Oawl-......--.__ NAMES ON ACCOUNT . OR INVESTMENT Ire.!tame'M.tau-s'01'*,••11118._". DECEASED JOINT DEPOSITOR,"\=:=< TRUSTEE OR INVESTOR --HrRol·I"Cl$".,.~U...a~~~i~e~t-olJlH".-l\fiQl""Q4.N1I!••-""'-""-~----- ~:'~".. DATE OF DEATH -Jo&..Il....i,I,IlfL...·l.f.l70rl-·__~_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _Hry,;;jA_.~.m_......i ..__.lIUt~.Q_n.~·.~..Z!.....---'----'-_ ADDRESS _-..,;,,;R;.:..•...;;;n~.·....:;IJl=·::......;:A:=~=l:::la=:L.-=P,~enn="=a=..-a1_$:."oIlU2_·L.--- TITLE ,-' ,.; .t I Fonn RCC-2 December 14,1970COMMONWEALTHOFPENNSYLVANIADATE............................................................................................ DJPARTMENJ'~F:R~VENUE RESIDENT INHERITANCE TAX COUNTY .........W.g.~.h.~.~.~.g.~....................................BUREAU OF COUNTY COLLECTIONS.APPRAISEMENT FILE NO...........9.J..-:7.9.::..J.:;?.~7........................................HARRISBURG.PENNA.17127 Whereas,......................................Mr..~.~.....tI!?:.r.t~.~~..J~.~.....~!~~.~~.:.~.............................late of ...................A~.~P::~...................................................................... in the County of ....................................}1.~!?.ht.P.gt.Qn ..................................................................Commonwealth of PennsylvaJlia,having died on the .................................l.St.h................................................day of ..................Noy.embe.l~...............................19...7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY 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 l1fe 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 AppraisementDescriptionofAssetValuesMadeforInherltance Tax Purposes $ .rT 'RANK f1 HEr.n Tl\T THR PITTSBURGH NATIONAL BANK.WASHINGTON11 nr,.FTI:E 1fIAS HI1\Tr,.TnN PENNSY117ANIA IN THJ£NAHES OF MRS.HARRIET Iv1.]!l! WITHERS AND ELIZABETH DRYER.OPENED APRIL 1967 'fillTMICE AS OF DATE OF DEATH:$1.95S.55 1.958 55 .'..' '. .. , .. ,"; .' " Having been duly sworn according to law,I do hereby AStify that the above appraisement is made in con- formity with law on this .................J....-<J..~........day of ............................~.............................................rJ:::-(j ....................w .......................................................~........... I Appraiser .........................................................................................................,........................................................W (Number and Street) Penna.........................~~............................................., (Poal Oflll!e) """""......,--.",,",'1" I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .1'ffiS •..HARRIET..U.....WIT.I:Li:R.S...... Deceased. Late of AYE.L.I4. Date of Death,l.l~1.$~7.0 . Appraisemel!t Docket Vol.,.. Page,No 9.::3.::79.::.1.:?9.7 . Filed in Register's Office,.P.E:lg..~J.4 19 79. Amount of tax due,$,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f"om Appraisement,.. i Entered and :charged,. •