HomeMy WebLinkAboutOC1970-1242 - ESTATE OF ANDERSONFonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE p..~~..~~!?~F ~.~..t !.~.?~
NTY Washingtoncou .
FILE NO•........~.~:..?Q.:.!.~.~..?..
•
Whereas..~.~.~li..~.v.~A~~.~.~.~.~.~late of ~~~.~.~.~.~.~~.~.~.
in the County of :w.~.$..h~g:t.Q.p.Commonwealth of Pennsylvania.having died on
the l.s..~day of 9.~~.~:t'..~~19?.~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~.R..~9..h~P.:~.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.
JT.HELD:
Description of Asset Unit
Values
$
AppralsemenlMadeforInherllance
Tax Purposes
Jt.Savings Account No.189 962 340,held in the
WESTERN PENNSYLVANIA NATIONAL BANK,NE\v EAGLE
OFFICE,NEW EAGLE,PENNSYLVANIA.In the names of
H'HUOn ANDERSON t\r LESLIE U~i ANDERSON.O'Dened.
3-9-68.Balance as of death,$49.78.(1/2 Taxable)
..
Total
24 89
24 89
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LESLIE U~LANDERSON
Deceased.
Late of
MONONGAHELA
Date of Death October 1,1970/.
Appraisemei!t Docket Vol.,.
Page,................................................No.63-70-1242
Filed in Register's OfJice,:Il..~.~..~~~..?19.7..Q...
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra-isement,
Appeal f1'Om Appraisement,.
Entered and charged,..
.~
"~
,
~.
RCC-43 (6-64)
~&3-7()-/:~k J
COMMONWEALTH OF PENNSYLVANIA CO{jN ).~(J.';~4f(jIV~O"_'_.
DEPARTMENT OF REVENUE "..c....C,_...
Ai (.0lt.OF'~)
HARRISBURG 'fOt.,;,tel;,I'
)",.J "I O"lr's
JJ fll II
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
Finance Building
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we
herewith submit the following report:
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Leslie U.Anderson
REPORTING Wostem Pennaylvan1a National Bank
FINANCIAL INSTITUTIONS ---,----,-_
ADDRESS 1300 Main Street,New Eag.Le,PeIinaylvan1a
ACCOUNT NO.OF JOINT OR
TRUST DEPOSIT OR INVESTMENT Savings Account No.109 962 340
NAMES ON ACCOUNT
OR INVESTMENT Robert Anderson or Leslie U.Anderson
ADDR ESS lOO8__-=Lin=,=c....;,.o=ln:.;;.......:;S....:;t..::...re:::..:9::....:t:.l!.•....:..M=o:..:.n=o.:.::;n""'ga.;:..:he==la:..:.,«-..:::.P-=I1..::...•....::1::::S:....:..06~3~_
DA TEOF DEATH ...::.O..=...cto=b:..=;o.::..%"....::ll=,:L,....:..1~9~1....::::0 _
SURVIVING DEPOSITOR,
BEN EFICIARY OR INVES TOR _--=R=o:.=b=9=-%"t..:......;:An==de=r=....:S=o=D'--_
ADDR ESS --=lO..:::....O=...::8=--=I.=in=c=o=ln=-=S"-"tr:==ee:r..:t!<..l,....:..~::..:.to=n=o=n=ga=h=e=1=8 ......-=P=a~.-,1::.<$=O,-",61L3_
RELATIONSHI P TO DECEDENT ---"S=o=ne...-_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED March 9.1966
BALANCE AT DATE OF DEATH $$h~.u9...!!.•.L:78~_
0(</j?fQ~}7:"//9
S%,()~,-/-//-//"",6J
TITLE Head TeUer
OFFICIAL NOTICE OF ,INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRA nON
L TH OF PENNSYLVANIA
ARTMENT OF REVENUE
EAU OF COUNTY COLLECTIONS
INHJ;RITANCE TAX DIVISION
Date:~~flr,O~·If/fO
County wa@qt;.~
County File No._
Bureau File No.<:::::'1'~,20 -/~~
We have received notice that,~..',';
onmtiDIJ Oct,119~,you came into ownership of certain property through ....
transf.f~.U:JSlJ:E \J.,ANIlB'RSONt;4~coe.$~~·
TO:RObW'\A~il@l
)0.0$I,jbi1C()~Street
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liahiHty for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which Jaxis hereby assessed consists o'f:dt,~·Sm~e Ae~Ol1=No.16.9 $62 'l¥()
lw14 J.u lobe 'tESTES))PE~n.VAN:U NATIoNAl,:efj,~lI(j,NEW Ef'GI,E OFF%CE,_EAG1.E~PENlSUU'l:U .~
X.the Ma9&fJt ~t AM)ER$QN'OR tr<sW th.M!IDlRSQm.().pei\Ei4 3....9-'~.~e~$.s'
;-::-
appraised by the Commonwealth,as of the date of death,at $-.....1!+"19~tH·'1fJl;$~-----
$0 %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
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before '~1 19 11 you may deduct a
discount of 5%0 the amount of tax due,or
D 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
.-J
*H the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DyE
.;'.
$,$::::::==============
APPRAISED BY:~!r/~,+-,.!..-.:....!~~~.....1014...f--
(Inheritance Tax App
AS5ESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO 'TAXPAYERS
Make checks or money orders payable to:
~aJ &'/~
A!)~.~%/y/O
~//.#/d'YS-.?:/
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mail or bring it to:
l •
COURT HOUSE
WASHINGTON,PENNA.J530&'
---------------------------------------------
...Amount PaidOfficialTitleNameandAddressofPayeeDatePaid
If you have already paid this tax to an executor,administrat,f}r,.attluney or other personal represent
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person
you made payment,their official title and the amount.
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 Pa ee
SCHEDULE OF DEBTS
Description of Obi igation Amount Paid
(attach separate sheet if requ ired)
TOTAL $
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__.
Si gnature of Taxpayer
REPORT OF REGISTER OF WILLS
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 Wi lis
RCC-43 (4-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,HARRISBURG
Nov.20..1970
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 INSTITUTION Western Penna;'Nat'l Bank
;I(,ADDRESS Fourth&.r.ain St.,)fonQntmhela.,Fa.1,5063
ACCOUNT NO.OF JOiNT,
TRUST OR INVESTMENT DEPOSIT SaV"lngs Account 13$931
NAMES ON ACCOUNTORINVESTMENT 'uarsha A.l1eeAnderson or L1lJslie U,Anderson
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR l.eslie U.Anderson
ADDRESS .'..
AND COUNTY 1008 Linooln St.,MODOllpbela,h.1S063,ftIasbiQ,gtOD
DATE OF DEATH 40 1A '1\/12 --/-7 0
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Marsha Alice Anderson
ADDRESS 1008 LipcOl,Q st.»:M,*QJ;~gallN.a,Paw 150'3
RELATIONSHIP TO DECEDENT_-IDi2;n=ug~h~teliilJrL..·_
DATE DEPOSIT OR INVESTMENT '
WAS ESTABLISHED _J=-:un=e...3:.1l-'....:1=-'-96=8::..._
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $..l ...,600_·~.QilUlIQ~-------------
160.00 (;)C;~;:~.f()O
Sit ;:)~,/-/-}/~~05
~A I]c&~>.~
~TITLE
Assistant Manager
r
RCC-134!1)~
CO~jJONWEALTH OF PENNSYLVANIA
jl'JEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:.!ar$ha AUet And,&r$$n:
100S t,lDenl.Stte$f:~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TOADMINISTRATION
Date:_~I~Q~~lO!!··2!!·'~er~'''.....30.e'·QI'_I:.....'l..·enLj.·uoO!:-··_
County _---.!.W$!lo:..·!!!!S:U·~Oilo!··'!iIi.~·.•'C!l'ilI;l',-'_--_
County File No._--------_
Bureau File No.0.2 ~115 -/:2 i~
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:iit.SaV1hC$Ac"C1>Uttt "59)1 beld in the
WEStERN.PENNSYLVANIA NATIONAL BANK..140NONGfdiEtA OWICEj ~SONGAH:Et,A..PENNSlLVANIA,
_=$l:.l1.=6..::.;0t)"",,·.=OO.:::.:·if::...·_~='l:.:::'.•=....=.=--'..:::..·~..::,t;:-"'"=68=.:...--.~
appraised by the Commonwealth,as of the date of death,at $1,600.0()
;0 %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
$_----l:,8Oa=.".'='_=,00;%..'.·._$--------
--------1
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the daz o(death of the decedent,or on or
before 'an~1 19 'll you may deduct a
discount of 5%of the amount of tax due,or
.'0 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
*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 $$==================
'I .•
\,
ASSESSED BY:_'\,4.\---:-_
(!Agent for the Commonwealth).
\.
INSTRUCTIONS TO TAXPAYERS \'.
'"\
\To insure proper credit to your account
thiS Offi~ial Notice must accompany
your payrll,ent.Mail or bring it to:
"'
Make checks or money orders payable to:
APPR AI SED BY:~t,..:l.j~/.p.t?_f·~t"..4IJ"-'-'L~A_:r.J.?i,.,.w.."+_1 _
(Inheritance Tax A~praiser)
fcv-/
~~.J%/7'7,?}
/fG--,/#/Rj/.sJ/
If you have already paid this tax to an executor,administrator,attorney or other personal representati,~of,t1\.e
decedent for forwarding to the Commonwealth,list below 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,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
pe"rsonal 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
-
TOTAL $
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY 01':_
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 $0
Date of Approval:_
Register of Wills
Fonn RCC-.2 .~
-COMMONWEALTH OF PENNSYLVANIA DATE ...........J..a.nua;r.y....4,......l971................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........Wa..9..ht.:ngt...9.P.:........................-,'COUNTYBUREAUOFCOUNTYCOLLECTIONS ........
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..........9.3.~.7.Q::l?.4,?.......................................
Whereas,.............................~.~.~J.:~.~....Y..~....A.!:1.q.~.~.~.9.P.:.........................................................late of .........................}~QnQng.ahe.la .............................................
in the County of ..........................................Wg..~.ht.ngt.Q.n ..........................................................Commonwealth of Pennsylvania,having died on
the .....................................f..ir.s.t.........................................day of ............'O'cto.b.er..........................................19....70.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,vi.R.CHAN1,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.
Unll AppraisemenlDescrlpllonofAsselValuesMadeforInherllance
Tax Purposes
$
Jt Savi nl!R A H~I.;Q~1 he1 ~;Y'l +hO 1.,T~S'T''RR1\T IJH:11111'-;Y TL\TliTLl TlTll IJ'IT(YTITII T
BANK,MONONGAHELA OFFICE JlfONONGAf-l'RTA PENNSYLVANH Tn t.hp.~"'~~M nf'
MARSHA ALICE ANDERSON OR LESTI'R H 'R.<:ll.<:lY'lf'A.<:l~nf'n~+""rtf'A1\1 ,11':-'[11\1
c'eath,$1,600_00.Opened 6-3-68.1.600 00
Total 1,600 00
,
".'.~;
'".,
".'
',:.'"
..
..
'.
.'
form~;v=:~hb~:::~~W~~~'~~:r~~~it=~:?~~~:raiS~=e~~isZW:
A raIser,·....············~··....·······....···..··········(N~~b~~d ..Str~et).........,.....,..."............"........................
...........................~....................,.............,Penna.
-
.................vlashington....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.....L.e..s..l.ie...U...And.E3.:r..9QA .
Deceased.
Late of
..........············~"1onongahela··.·······..·..
Date of Death,l(bl~7.Q ..
Appraisemel!t Docket Vol.,.
Page,...............................................No..........63-7.0-1242..
Filed in Register's 0 fJice,eJ.'?-p..~4 19..7..=h..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,..
/,: