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Home My WebLink AboutOC1971-0055 - ESTATE OF GAULT·4t . ..,.--~- COMMONWEALTH 'oFl'ENNSYLVAN'IA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) J 1:3..7/.55 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Z.--i :c-}r-j f-·~ 1 -;-~~_~~_~r ~~CI ..-:..---:-..,.-~ '. Dear Sir:..'!""'.,.......v r .,-) Pursuant to Section 742,Pennsylvania Inheritonce and Estate Tax?ACf)oT1961 ~~ we herewith submit the following report:' NAME OF REPORTING FINANCIAL INSTITUTION tfoetern Penna.fmtiQt'lal ennk ADDRESS 3900 btoMs'O!l f:rIotIUD,FitllervUle,Pc..1"'2 ACCOUNT NO.OF JOINT, .TRUST OR INVESTMENT DEPOSIT CheeIdng 0052 444 679 NAMES ON ACCOUNTORINVESTMENT Donald Leroy Gaul~or DonlUd H.Qa'ult DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR l)JrW.4 Leroy Gault /~ ADDRESS F_inl_O.,...1V1_"_1_1&_,_,_Pn_._l_5_3_.32_'_ DATE OF DEATH Oct.31,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Donald \:fIt OnU1t----------------- ADDRESS __U_'._9_El__m_O_t"O_s....t_'f,;_~_''_"U_G_i_f_'Jon_'_ODgn_,_h_o_l_a_,_E_nft_'_l_SO_'_.~__--- Head 'rellOXi' TITLE J,,I Signature I,',I. RELATIONSHIP TO DECEDENT __So_A_'_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED A_ug_.-l-3-t-l-96-"-llIir-~-------- BALANCE,INCLUDING INTEREST'I If iL DUE,AT DATE OF DEATH $13_1..;;;..901_''_'_/1127......,·_./::::_:J-_-=-_y_S".._:J_,_Ct.7 _ I u #.h Idf 75"J,hl,/z--~ If37,J-~ I I If'S~j)~-~~,fft, RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS i INHERITANCE TAX DIVISION .....~.. OFFICIAL 'NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION __M_Q;,u.NOlIlf./IN.ulQ:uAHE_LA...,.,-JlP~ENN=tJ..·~S~YLU!l!·wVAwN;1.l!IA,..,.._15063 TO:_DIWJO.uNWl:A...t....Dl....-IlI.W.......-JO~AJI..lIU.uL....T_~~_ 119 ELM CREST AVENUE Date:November 17,1970 County Waohington County File No.J 3'-/J 7-~. Bureau File No.C:.3 -J/-5 S We have received notice that,xxxxxx.xXXXxm on October 31 1910-,you came into ownership of certain property throughlUXXIJiIDBIi5XIID HlXDlIK1IJ'afIXIIiXiXJJUfDmX tranafer from,DONALD LEROY GAULT,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•Checking Account #052 444 679, held in tbe WESTERN PENNSYLVANIA NATIONAL BANK,FINLEYVILLE OFFICE,FINLEYVILLE PENNSYLVANIA.In the names ot DONALD LEROY GAULT or DONALD r1.GAULT~ Opened,8-13-65.Balanee aa of date of death,$1,907.27. appraised by the Commonwealth,as of the date of death,at $1,907 ~2J 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT ASSESSED BY:_~~_~~_~~~ (Agent for the Commonwealth) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of dea3th of thedec~dent,or 'on or before Jan.·1 19 71 you may deduct a discount of 5%of the amount of tax due,or 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 *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 BYW~< {Inheritance ax Apprais r) $ $_--:9-.::.5...::.,.3.;",,;.6:.....:4__ 51.22 2.86 57.22 AMENDED ASSESSMENT 75'-3 &>/$__.L._-:=;.,__..........__ .?.J/,f 60 __ ...~-============== Make checks or money orders payable to: CTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: .....,j ..u a.",:'::O..,~'L.,I~'lii::;/hrtl COURT HOUSE WASHINGTON,PENNA.15301 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 below4~;re·d·ate.paid,name'and address of the person to whom you made payment,their official title ~nd 'the amount.''""• Date Paid Name and Address of Payee Official Title ,,_~~ount 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 dlJe.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'dai;"ed and allow, those which he determines to be proper.The tax will then be recomputed and you will re'ceive 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 administra!ion of the ge,,!eralestate of the decedent or any other transferee.' ' SCHEDULE OF DEBTS O~UJ.~~ ,Signature of Taxpayer' DAY OF ...-- AND SUBSCRIBED BEFORE ME THIS \) ----It--t--1~'"'''''==''-----19-1.1 SW Date Paid Name of Payee Description of Obligation Amount Paid J-J'~1/~J/.j/~_/'A;.-/.'-':::::;1'.",,~/rC'/~/J/f6C/ t:;;;z:#'/...--;7£.//".. , . .., /,TOTAL,$~J)jJ.00 ~.1\/.\'VI )(attach separate sheet if required) .~\!JMMONWEALTH OF PENNSYLVANIA)I \I _n .rr 55: l,._GOUNTY OF:~~_) I,\)onLt to t ~hereby c funeral expenses and other debts of the decedent,-bL.et:::::~~.2:'::::~--r4~:&::::,for wh ich I was legally responsible and which I did payout of the property herein taxe .I further certHy,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. REPORT OF REGISTER OF WilLS I,the undersigned,duly elected Register of Wills in and for the a,bov~cou ,do respectfully report that I have allowed deductions listed above in the total amount of $_..!-L.--;";;;:"~".:.1.....1_·.!-1_\)_~_ Date of Approval:?'F~~\~']I ~~f\.A...l ~' ,Register of Wills ------- Fonn RCC-2 COMMONW,AL1ZH OF PENNSYLVANIA DATE ...........J..~.~y,.~.n ......l.e...,........+...~.7.+ ~EPARTMENT OF REVENUE -RESIDENTrlNHEIUTANCE TAX ..................~~~.~.~.~.~.~.~.~.~.................-BUREAU OF COUNTY COLLECTIONS COUNTY.,APPRAISEMENT 63-71-55HARRISBURG.PENNA.17127 FILE NO.............................................................................................. Whereas.....................P..Q.n.~.l.d......L~..r..Q.y .....G.~.p..l..t......................................................late of ..................f..i.n.1..~.yy.i11..~.............................................. in the County of .........................W~~h.i.ng..t..Q.n...........................................................:.........Commonwealth of Pennsylvania.having died on the ...................3.1.....s.t........................................................day of ..................Oct.o.b.e.r..............................19....7.0.•seized and possessed of an estate I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.......................1'l.•.R........Chane.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAlsetValuesMadeforInheritanceTaxPurpoaes $ JT.HELD: Jt.Checkin~Account #052 444 679.held in the WESTERN PENNSYLVANIA NATIONAL BANK,FINLEVYILLE OFFICE,FINLEYVILLE,PENNSYLVANIA.In the names n-f'nnMATn TRTHW r..ATTT.T n'r nONAT.n W r..ATTT.T..• 0 .]R_11_h.c;R~1 ~n ~P.;U::0 f d:l.1:P.0 f dp.at.h ~ $1.907.27.(One half taxab~e)953 64 ,. - ., ESTATE INSOLVENT .,.'. I Total q.c;..~h.4. form~~:~ht;:~::%:,w<>rrla'j}J~l~~:~~o~e~~~~r~is ..=ei=;t2r::l Awn'"::.......::~::...;.:.....::::.:.~..:::..(.~.~.~~...~=~:.:~~.~~~·t)·.·.·.·.....·..·...:......·.·......:..·.·.,......;~~~:·: .(Poat OlBee) .~--. WA$UINQ'J:'9N .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......PQNA;r..I.?...;r..~.RQX.....GAP.;r...'r.. Deceased. Late of FINLEYVILLE Date of Death,.9..~.~..~.1:>.~~..}J.L..J~.?.9.. Appraisement Docket Vol.I •••.•.......••••••••.•..•••...••••••••••.•••.••••••••• Page,................No...:.§.~~.7..+..~.??.. Filed ill Register's Office,J...tl..n.!1~..t ..19..7.l Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appea!f"om Appraisement,.. Entered and charged,. ~; r ~l r! :-,