HomeMy WebLinkAboutOC1970-1214 - ESTATE OF LEMLEYWASHINGTON t PENNSYLVANIA
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$1 SHADY LANE
-OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
...
Date:October 22.1910
C t Wa.ltingtonouny.
County File No.JY-/...2-..s---,j
Bureau File No.t:3"/f?'l~/Z
We have received notice that,DHrJDIXWIDXmXXXXmXXuxxxmxmXXXXxxuxuxXX ;;~
on October 12.1970,you came into ownership of certain propertythrough QXUUUDUKIBD
mDD~JMlXIJWHXmxtranlte,.f,om,HAZEL J.LEMLEY.decta.ed.
COMMONWEA~TH OF PENNSYLVANIA
.__iJ'EPARTMENT·OF REVENUE
-BUREAU OF COUNTY I:OLLECTIONS
INHERITANCE TAX DIVISION
R'CC-134 1"1-691~,.
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 herebl assessed consistsof:Jt.Bavi"I~ACCOUllt#191.28.9683.01,
held 1n the MELLON NATIoNAL BANK &TRUST COMPANY j ASBINGTON OFFICE,WASBINGT(
PENNSYLVANIA.In the name.of HAZEL J .LIMLEYor CHARLES L.LEMLEY ..Op•••d,
October 5,1965.Balaflce al of deate ot death,$1,608.61.
appraised by the Commonwealth,as of the date of death,at $1.608.61
SO %of this amount is taxable at the rate of 6.%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE 48.26
$----:~=--O;:.,..tf.L..:..~3~J~_
o If you pay the above amount within three (3)months
of the date of death of the decedent~or on or
before ---",-_Cij 22.19 10 you may deduct a
discount ~f 5%of the amount of tax due,or
2.41
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 of
ASSESSED BY:_
(Agent for the Commonwealth)
$-==================48.26$
*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:~,;4;,..,---~_----:6,;;:::._--:....;,:....;~.....;·a::;;;~~;;"::·-?'("';:;:-'';';;'~'~.(.i<
{Inheritance Tax Appraiser
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your accoun,t
thiS Official Notice must accompany
your payment.Mail or bring it to:/
16301
At.£NY Of l·:·~'"'.""...•t'L l,t (;Or~IMUN!;~EAi..hl
COURT HOUSE
WASHINGTON,PENNA.
If you have Q.lready paid this tax to an executor,administrator,attorney or other personal representative of the .
decede'nt for forwarding to the Commonwealth,list below the-dare paid,name and address of the person.to·whom'
you made payment,their official title and the amount..--or...
Date Paid Name and Address of Payee Official Title Amount Paid iii
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.
Date Paid Name of Payee
SCHEDULE OF DEBTS
Description of Obligation
I
Amount Paid
(attach separate sheet if required)
TOTAL $Jjf1'/.Or)
SS:
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:Lv t~/~-l .)
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.tl
SWORN AijD S.uBS~RIBED BEFORE ME THJS It DAY OF{£.7:Y~192!!..
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the ab%e~ounty,do respectfully report that I
have allowed deductions listed above in the total amount of $I (2..2[/1'0 V ..
/7)~'/!C-/~7()~4//~Date of Approval:~--l/~~~~...::~~~:.....---;....-:;-:"-:o--------
Register of Wills
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Dear Sir:
Fonn RCC-2
"...........P.?G..l?.m'9..~,;r.....l5.,.o;..19.7.9.........J .......COMMONWEALTH OF PENNSYLVANIA DATE.'DEPARTMENT OF"REVENUE RESIDENT INHERITANCE TAX .........\i.?<§.h.;!,.D6.t..9.n......................................COUNTYEUREAUOFCOUNTYCOLLECTIONS
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•..............?~.=7..?=~~...................................
Whereas,..........................................Hazel....J.......1emle.y......................................................late of .................................~i~.~.9.~!.!-.~~.??..........................................
in the County of ..........................................We,.s.b.:i,ngt.on...........................................................Commonwealth of Pennsylvania,having died on
the ........................................t.w~.l.f.t..h ...............................day of ......................~....q.~_~<:l.t:J.E3.~........................19.......7q 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 life 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.SAVINGS ACCOUNT #191-28-9683.01,held in the l-1ELLON NATIONAL
RANK &TRUST COfiIPANY •\fASHINGTON OFFICE,viAS KINGTON,PENNSYLVANIA •
IN THE NPJIES OF HAZEL J.LEHLEY OR CHANRLES L.LD1LEY.Opened,
October 5.1965.Balance as of date of death,I $1,608.61.1.608 61
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AppraIser
......................................................................................................................................................................................W~~:Z~~t)..................................,Penna.
~1.~~I:1i.~.~o.I!-....County
~,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.JI<3;.~.~:L..J.~~f3.~E:l.Y .
Deceased.
Late of
.........1'las.hingt.an .
--0
SVO ·
.;
Date of Death,.··J.D-l2-70 .
Appraisemel!t Docket Vol.,.
Filed in Register's Office,.P..~.~..•....J.2 J9.7.9...
Amount of tax due,$.
Page,..............................................No....§.?:'7.9.::~?.~.~~......".)
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<JI Q .n C)='. . . ..o 0 C><.:)C)
0 0 <:>0 0
"+-+-++
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,
Appeal jt-om Appraisement,.
Entered and charged,
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