The URL can be used to link to this page

Home My WebLink AboutOC1970-1233 - ESTATE OF MOORERCC-134 (\-69) COMMONWEALTH OF PENNSYLVANIA ",DEPARTMENT OF REVENUE. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:EVA McCULLOUGH R.D.#3 .J.,. OFFICIAL NOTICE 6t'INH1:RITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION Date:_---=.N~o:..:.v..:!!e~iu~be~r~2~3!..l.~1~9~7~O__ County _-.,;\V.;,.,;Q:.;.;:$:.;:h;:,:;i:;;;;n:JjliL:t:..,:O:.=n:..----:._ MARIANNA,.PENNSYLVANIA 15345 County File No._ Bureau File No. We hav~ecei2lf notice tbfijXlll_x.xmxxm·...'.,....•,..'"..'. on Octo er .19_,,you.came into ownership o(certai_n'-p'r0..p.erty thro~9hiBX.tItUX~~~transfer from,CATHERINE E.MOOR"E,deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.,Bank Aecouts (1)#2081,(2).. i03....00a31...3~06,.,held in·'the.FIRST NATIONAL BAl-m:.&'.TRUST COMPANY,WAS8INGTON- OFFICE,.WASHINGTON,PENNSYLVANIA,•.In the names ,of CATHERINE E.MOORE or' EVA.).feCULLOUOH.Opened •.,4....12...62.Balanee&'$·,of,date of death,$5.201.04. appraised by the Commonwealth,as of the date of death,at $S,201.04- 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMOO DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_=2.a.;'6:::;,..:O:::.::O;":'i=5=.2_.__ AMOUNT OF TAX DUE 156.03 £3,37 .0 If you pay the above amount within three (3)months of the datjof dea~of the deSftent,or on or before an..19 you may deduct a discount of 5%of the amount of tax due,or 7.80 ~/7______'....L'_ o This tax became delinquent,fifteen (lS)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 $====2=7=-~===6====== (Agent for the Commonwealth) 156_03 ':.,:$ ASSESSED BY:_ CTIONS TO TAXPAYERS .,;~,J *If the tax is not paid by the above datecidditional interest is due at the rate of 6%per qn~~'m until paid .; Make checks or money orders payable to: #-;/77/_~?/C~ ~/dc/S{.() To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: AG~lfr H1'a TW::CmiH:amWEAl TH COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,~.tto~n\y or other personal representative of the decedent for forwarding to the Commonwealth,list bel.o~the date paid,name and address of the person to whom 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,itis 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 wi II then be recomputed and you wi II 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 /I Description of Obligation Amount Paid -/' (attach separate sheet if required) TOTAL .$/cX//CJ 0 COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: I,hereby certify that the fQregoing 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 some 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 o 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 $_ Date of Approval:_ Register of Wills 01.4-06 ....s-.;z G)~~.:-/S~·03 ~f)...,...~ --S%~~,,<7-7/~)(Jc;rSignature Vi~e President TITLE 1'~, COMMONWEALTH OF PEN~SYLV ANIA DEPARTMENT OF REVENUE , HARRISBURG RC C-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTIONF1rflt TJm'tJon,1iI1 BaJtk pnei Tf"{ard~(10·.' ADDRESS 200 f<fer.t ~$ll~b i!:tshiJ'lf!tflftl',,~:..l~'iOl ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT ~,,!nnr~e ,1J20 rr1 "'hr$cld t'1fi HO""Qf,),s:n.'·Q6 NAMES ON ACCOUNT .119 g1-:£t !lJ7.7h OR INVESTMENT t.;'4l+,hl:"lrl,'qtl'·'Y;_.!4o?fi'~wc~ta rk·Clilt"?'.::a~l ADDRESS It P /I)11ariat;l.U!.t.1 p~l$)bS DATE OF DEATH 001jqhiiU;':31,197\) SURVIVING DEPOSITOR, BEN EFIC IARY OR INVESTOR .--JOE;UilVa.iL...J!.!~QGliItl'u.w'l ....l!li!l_AIiIo,uh----------- RELATIONSHIP TO DECEDENT_-I.lH~~t;;;alel~;'p-----......------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Apr:tl 24,·'J)62 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-""'i$'jlJi2i!ii1:01l1i.:i'·.u..Q~h_------------ ~~ i I q~~,,1\0 V1\}V 1 ()~o\, )d j G'l~ ~j- Fonn RCC-2 ••.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH...qF P~NNSYLVANIA,-.. RESIDENT INHERITANCE TAX APPRAISEMENT DATE P..~..~.~.~~..~.:r.:?~..'-~.?.?..O COUNTY ~~.~.~.~.~.~.~.~.I::. FILE NO §J::.7..Q.::.l?..~..~. Whereas,C.a.t.h.e.r.ine E M.Q.Q.r..~late of ;M.~.:r..~.~.~~~. in the County of Wa.shingt.on Commonwealth of Pennsylvania,having died on the 2.7 th.day of Q~.t..Q.~.~.~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 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. JT.HEtD: Description of Asset Jt.Bank Accounts (1)#2081,(2)#03-00531-3-06, held in the FIRST NATIONAL BANK &TRUST COMPANY, WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In the names of CATHERINE E.MOORE or EVA McCULLOUGH. Opened.4-12-62.Balance as of date of death, ~.c;201 04 (One half taxable) ""'.:. Total Unit Values $ Appraisement Made for InheritanceTaxPurpoles 2,600 52 2,600 52 form~;V;;:fht;:~::~h~w<>rl1~~~~~:~a~o~ere~~tiS7:~~~~ ........._J....AppraI8e~'"·'77·;···········7··..···..·~···~d···St~~~·t). C4/.,,-"~.....:.-fp~om;;;i....................Penna. I 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CATHERINE E.MOORE Deceased. Late of MARIANNA Date of Death,Q.~.t..Q.b..~X ~.7..,1.9..7..Q . Appra.isemel!t Docket Vol.,3.8... Page,No..§..~.~.79..~.~.~.~..~. Filed in Register's Office,.:P.~S..~?.~19 ...7..Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. r .~ J