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Home My WebLink AboutOC1971-0022 - ESTATE OF MENEELYo 3-7/-o2Jh ) I ;. .,'RC.!iI-43 COMMONWEALTA-OF PE~~'VIAiNIA DEPARTMENT O'fO~&OF HARRISBURG Cr/ONS Nov 30 3 37 PH '70 IN YOUR REPLY PLEASE REFER TO Pennsylvania Department o'f Revenue Bureau of County Collections ' Joint Account Unit Finance Building Harrisburg,Pennsylvania Dear Sir:Pursuant to Section 742 of the Pennsylvania Inheritance and Estate Tax Act of 1961. Pursuant to Section 101e.,Pennsylvania Transfer Inheritance Tax Act of June 20,1919,~.L.521,as re-enacted and amended,we herewith A.b submit the following report:t -.l1-J REPORTING BANK ~10tl DAtlooo.1 84nl 4Dc1 t'luet Cc:npaa,fJ. ADllIlESS 2llO !l<lIa S'-'ct...,,&1IlU....l!..1533 IS 10 JOINT ACCOUNT NO.~lu::.=":=a~;a=:P::..··_ TITLE OF ACCOONT DpmtbJ fl.Ilna!cp !g;M Memol, DECEASED JOINT DEPOOITOR ADDRESS DATE OF DEATH lbv..11.IRO SURVIVING DEPOSITOR (S)_b...=1O-.tb=z"y.....tt.............l=."'""..=co=--_ AND RELATIONSHIP TO . DECEDENT __,,;;,";::;,;8:::,.:"::=....;1'_ ADDRESS DATE JOINT ACCOUNT WAS ESTABLISHED BALANCE AT DATE OF DEATH .J....G,,""'l=8"1....o......;..;;,·_ .J.07.:5.7'c:<..0 ~~;/)/S-~..3 ~%~-~-/ft//~~$~_YQ--~"-"-J"/-/):h __ HamAn P.DletG TITLE~' ;' RCC-134 (1-69)..~'COM611.ON<WEAtTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ,4OFFICIALN.OTlCE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION .. TO:Dorothy R.Ingram Box 251 Claysville,Pennsylvania 15323 Date:December 3"J 970 County \'1ashington County File NO._-:r _ Bureau File No.{;3 -l/-;(c{ We hav e received no tice that,Um€mtflJilaIlCiKDIDlK.KfDOIXXXXXXXXXXXXXXXXXXXX}C{,UxY,nXXXXXXXXXXXXXXXX on Novembe'19 19..1Q..,you came into ownership of certain property through ~D:~ ~~~~~~~GmXK transfer from ».m:m ru1MA r-rgNJ3ELY,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 Account #198-32-11353 hale'!in t.he HELLON NATIONAL BANK AND TRUST COHPANY.CLAYSVILLE OF:i'~ICE,CLAYSVILLE,PENNSYLVANIA. In the name s of DOROTHY fl..INGRAlif OR ENMA :ME.!.'lij::ELY.Opened 7-30-65.Balance as of'da.te of death,$6,187.84 appraised by the Commonwealth,as of the date of death,at $6,187.$4 50 %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 February 19 19 71 you may deduct a discount of 5%of the amount of tax due,or 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 __---~.2a--- $-------- ASSESSED BY:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid APPRAI SED BY:---.fC.h~.....r..:-~L--::..:"':"':::~:"'---- $$================ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS To insure proper cred it to your account thiS Official Notice must accompany your payment.Mail or bring it to: Make checks or money orders payable to: 153ul .~ If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the dat~paid,,,name and address of the person..to-wh:~rn .. you made payment,their official title and the amount.~ l 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 TOTAL $ (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__. Signature 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 $--------11 Date of Approval:,....-_ Register of Wills -------- Fonn RCC-2 COMM9N'YliALTH OF PENNSYLVANIA DATE ......~.~.J:?:~.~EY.......~..t ......!..~..?!......-DEPARTMENT OF REVENUE ~RESIDENT INHERITANCE TAX COUNTY .............W.~.~..h.~.!1.g.~.2.P.:...........BUREAU OF COUNTY COLLECTIONS ......... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•....................§..~.:..?~.::..??............................... Whereas,............Emma.....He..ene.ly......................................................................................late of ................c..l.a.y.s.v.i.ll.e..................................................... in the County of .............Yy.~.~.h.~.r.1.g~.~.P.:................................................................................Commonwealth of Pennsylvania,having died on the .........................l.9.......t.p..................................................day of ...............NQy.~.m1?~.:r...............................19.7..9.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..............Jl1.•.R.........Chane.y.......................................................................,an appraiser duly appointed according to law, I having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix I the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:I I i In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after I 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 Purpoles I $ I JT.HELD: Jt.Bank Account #198-32-4353,held in the HELLON NAT I 0NALr;BANK &'TRUST COlwfAPNY ,CLAYSVILLE OFFICE, CLAYSVILLE.PENNSYLVANIA.In the names of DOROTHY R.INGRAM or EMMA MENEELY.Opened,7-30-65. Balancp.of date of death $6 187.84.(1/2 ,3.093asTaxable 92 ~" ,. '.Total 3,093 ·92.. ,< "', .' fonn~;v:fhb~:::~:.w~a~~~:,~:;o~~~7::~~~~2~~IS7:;;~<' ~~A,~.................~...~....~....................................................................................... bel'and t) '-"A -Penna.................................:..........................................................................., (Post Office) W'ASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EHMA ME:NEELY Deceased. Late of CLAYSVILLE Date of Death ~.ovember 19,1970,. Appraisemel!t Docket Vol....,•••••••••••••••••••••t••••••••••••~._••_••••••••••'0' Page,No.63-71-22 Filed in Register's Office,...J..C:\.P.:.~§..,19..71. Amount ~f tax due,$ : : . DEPARTMENT OF REVENUE Received, Examined and Appr.0v...ed,.. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,. ; ,.