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Home My WebLink AboutOC1971-0045 - ESTATE OF BAILEY."j RCC-43 (5-65) COMMONW~AL'TH'OFPEN'NSYL'iANIAr..rB~~§f/;l;IfD DEPARTMENT OF REVENUE -.Ol./:t;:T:'r C'&4 UOF HARRISBURG .n.,t.LfC7j,WiN,1J .!J..f£:B ?. December 7,1970 ~2.6lft11·'iiJ 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: ADDRESS _ ACCOUNT NO.OF JOINT,Savings #2501 TRUST OR INVESTMENT DEPOSIT -'--_ NAMES ON ACCOUNTMrs"Hary Bailey or r"!I's.Betty RealeORINVESTMENT--=__~___:=___ NAME OF REPORTING \,yestern Pennsylvania National Bank,Roscoe OfficeFINANCIALINSTITUTION. Furlong &Bonard Streets)Roscoe,Pennsylvania 15477 Daughter November 28,1970DATEOFDEATH _ SURVIVING DEPOSITOR,!1rs.Betty ReaieBENEFICIARYORINVESTOR _ Underwood Ave.,Roscoe,Pa.15477ADDRESS-=--_~=___:_---- DECEASED JOINT DEPOSITOR,Mrs.Mary Bailey .~TRUSTEE OR INVESTOR ..,...--._ Furlong Ave.,Roscoe,Pa.15417ADDRESS---:_ TLE tTuly 22,1965 RELATIONSHIP TO DECEDENT _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~------- BALANCE,INCLUDING INTER.t.\41 03 DUE AT DATE OF DEATH $'... ,•..jl.~•I' G./'.:3..s-.z G:)t %:: ..5'"%,.L)~.o!-01,/-J/.: ROSCOE,PENNSYLVANIA OFFICIAL N'Ol'IC~OF INHEihTANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Bureau File No. Date:Dece....ber 14,1910 County Washington County File No......,...._ ~'3 -?/-~S 15477 TO:MRS.BETTY REALE UNDERWOOD AVENUE RCC-134 (1-69) COMMONWEA~TH OF PENNSYLVANIA DEP'ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 'e We have received notice that~UDU~XXXXJnXXXXXXXXXXXX:x: onNovember 28 191iL,you came into ownership of certain property through r~iJXIlm tranbter from,MRS.MARY BAILEY,decealed. 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.Savings Acct.12501,held in the WESTERN PENNSYLVANIA NATIONAL-BANK,ROSCOE OFFICE,ROSCOE,PENNSYLVANIA. Balance a8 of date of death,$1,347.03. In th"name.of MRS.MARY BAILEY or MRS.BETTY REALE.Opened.7.22..65. appraised by the Commonwealth,as of the date of death,at $1.347.03 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSM.OO DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__::!...67~3!..!!..~52!!iW··.L--_$-------- AMOUNT OF TAX DUE 40.41 D If you pay the aboveamounf within three (3)months of the datto'de~h of the dectdent,or on or before .e..8 19 7 J..you may deduct a discount of 5%of the dmount 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 6f6%of the tax per annum is 0156 due as of *--'-_--'-__ 19__in the amount of *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (Agent for the Commonwealth) $=:=:=====:======:40.41TOTALAMOUNTDUE$nl 0/ APPRAISED BY:\..,aJ ....;'~L"~'!._.e ASSESSED BY:_ (Inheritance Idx Apprai r) INSTRUCTIONS TO TAXPAYERS 40~d/ /~/77/ Make checks or money orders payable to: ~JJ~g ft#,/.,;?;/C::/o To insure proper credIt to y~ur account this Official Notice must accompany your payment.Mail or bring it to: 1?~1/I~(.(....~ AGENT FOR THE COltUnUN:,'.w COURT HOUSE fI~H;:"ido I .. ASHINGTON,,PENNA. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,Hs!below ::'~edQtp.paid,name Clnd address of the,persor.~to whom you made payment,their official title and the amount.'"",~"j "",'."~~ ~, ..,. .I Date Paid Name and Address of Payee "(", ArnQ,unt Po id 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 againstthe gross value of the ,property in the computation of tax due.'If any such expenditures meet all of the three following tests,'it is,rec;ommended that you itemize the paym~nts 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 forthese 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 generalestate 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 OE ) I,hereby certify that theforegoir)g i?a iusta~d '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 Fonn RCC-2 ~.COMMONWEALTH OF PENNSYLVANIA DATE ..........J.a.nu.ar.y......1.4..,.......l..9.7.1 DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........~y.~.~.h.:i.:.~g,t..~.~.........................,. COUNTYBUREAUOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...................§}.:..?!.=.~.?.................................. Whereas,..............!Irs.........Ma.ry.....Bail.e.y...................................................................late of ..........................R9..~.9..9...~........................................................... in the County of ................Washingt.o.n.............................................................................Commonwealth of Pennsylvania,having died on I the ...............2.8.....th............................................................day of .............N.Q.Y~mp..~.r................................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..ha.ne.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. Unit AppraisementOeserlptlonofAssetValuesMadeforInherltanee Tax Purpoles $ JT.HELD: Jt.Savin~s Acct.#2501.held in the ,mSTERN PENNSYLVANIA NATIONAL BANK.ROSCOE OFFICE, I ROSCOE.PENNSYLVANIA.In the names of I MRS.lvIARY BAILEY or MRS.BETTY REALE.Opened, 7_??_h~Balance as of d.ate of death,$1,347.03. (One half taxable)673 52 .. .. i ,...Total 673 52, I .... ~ .''. fonn~;v:fh~:::I:;'i~w~~L~~=:~.~:re~~~~;:~?:e~t~":~~ A·lser;a;............................................................................................................ ~....../...~~ber and~r.et)Penna.I.....................y.~ip~·..Ofti~i......·......·......·..·......·, -- ...WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS...~:HARX...~AJJ..~X Deceased. Late of ROSCOE.~......."".. Date of Death,N.o.ve.mbe.r 28 ..,.l.9..7.Q . Appraisemel!t Docket Vol.,.. Page,.No.63-71-45.. Filed in Register's Ofjice,.J.an.•.....14.,J9 7.1 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,:.. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,.. Entered and charged,.. JI. ;