The URL can be used to link to this page

Home My WebLink AboutOC1971-0103 - ESTATE OF POWELLJ'unn RCC-I J.....~. OF PENNSYLVANIA DATE January 28 l'fllCOMMONWEALTH...oj.................................. DEPARTMENT OF kEVENUE RESIDENT INHERITA1\CE TAX Washington,COUNTYBUREAUOFCOUNTYCOLLECTIONS ....__.............................. HARRISBURG.PENNA..17 127 APPRAISEMENT FILE NO.63:::7l.:lg?..................._.......,. Whereas,...·.Gab~...Pow~.U ..........late of California.................,..................,.....",............"............. in the County of ......................Washington .........Commonwealth of Pennsylvania,having died on the ........................................23d.......,.....................day of ..December 19 79 seized and possessed of an estate... subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................W!'.R.~....O..H.AN~I ...............,.,......................,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 Apll,.IMm.lltDuerilltionofAtI.t V.lull M.d.for Inhe,ll.nce T.x PU'IIOM, .•; .1+~]..-,.A :Hoo J,1Q?1 ')L.held in the PITTSBURGH NATIONAL , 'RANK r.ALIFORNIA OFFICE.CALIFORNIA.PENNSYLVANIA.In the names , of GABE PO~'lELL OR MRS.SOPHIA HOTZ.Opened September 21,1965.. B a1ance as of date of death.$3,288.78 3.2$8 78 I, I total 1.288 178 ! - . Havlq been dUly sworn sccording to law,I do here~above appraisement is made in c0n- formity with law on this .................;;;J.rzJ.,day of .......lu,j{'..~..:~:.: Ilft- .~~~".,,,................................ ""."......."Penna. . ,',(.. "~:..;....:}" ~..o,;<ri,;'4-i'...._··..'..o,''.-.,~F-'..'~"",,:';~.......""--*"-.... RCC-134 (\-69) COMMONWEAL TH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU.OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:MRS.SOPHIA HOTZ BOX 615 __C_1L..-I_F_0_RN_TI_A..Lp_P_E...;.NN_S_Y_L...;.V_AN_I_A~_15419 Date:January 26,1971 County lvashington County File No._ Bureau File No.&3 -2/./4J We have r~ceived notice th~,I~~XK~~~~XX~XXX on DeCember 23 19..TI!.,you carne into ownership of certain property through aijB(~~ ~5iii~~I~~~K transfer from,GABE POWELL,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 #00 4 197154, held in the PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA, PENNSYLVANIA.In the names of GABE POWELL or MRS.SOPHIA HOTZ.Opened, September 21,1965.Balance as of date of death,$3,288.78. appraised by the Commonwealth,as of the date of death,at $3,288.78 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED 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 death of the decedent,or on or before March 23 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 *If 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 DUE APPRAISED BY'W ~&V>-'.<!~ (Inheritance Tax Apprais ) $ $1,644.39---=------- 98.66 4.93 98.66 $-------- $============= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: If you have already paid this tax to an executor,administratof,attorCley or other personal representative of the 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 SS: 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 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. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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 $• Date of Approval:_ Register of Wills RESIDENT INHERITANCE TAX APPRAISEMENT Deceased. Received,.. .~}~ County 63-71-103. .No. ·.:~'lASHINGTON .....-. Date of Death,l~.~~.3.:':':'.7Q . Appraiscllle,!t Docket Vol .}. DEPARTMENT OF REVENUE CALIFORNIA..................................................-. Late of Estate of .G:,J\B~.J)Q~.... Page, Filed in Register's Office,<!~.L.??.19 7.'J. AnwunJ of tax dfft,$.. Appeal fr'OHt Appraisement,.. Examined and Approved,.. Wrote abo.ut Appraisement,.. E,.tertd tmd charged,. l.l,zdi!"7ftii'I'iI'iliili.-·i·"'III"'I·!ol4I.~""'""-·.'..'"-~__t:M::.....~~~,,;.-~.....~~ NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street .Harrisburg,Pennsylvania --1.'--..-~-. R CC-43 (5-65) ,;b111/J3 J COMMONWEALTH OF PENNSYLVANIA 8t~cE1VED DEPARTMENT OF REVENUE COUNTy catv OF HARRISBURG ,,Lfr;T10NS .JAN'I/8',~ 48 AH '71 1(~6 .\ I 'J\~{) \~ DATE OF DEATH -=..=.=••=.-....;;;;;K,&;;;;1;;&.&..;;-+----,~-- SURVIVING DEPOSITOR,BENEFICIARY OR INVESTOR _1Ir_._._.....:.._'1_._.._,,;;;.,.._ ADDRESS ..Q5 c.u.tenda"Ultl' RELATIONSHIP TO DECEDENT DnaIlt.,.--------------~DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ""...'A.l"OiIL~---......-_ BALANCE,INCLUDING INTEREST __..-h -:..~it,If 1.,J Q DUE,AT DATE OF DEATH $''-_.'"~I '/~~'!!f~tft:J!l!.tC .'~ Dear Sir: ADDRESS-!'~~~~~~.~'~el~"'~.!!.!..!'JIat~-!!.J.~t""r!!¥.:~!f!DJLlUMJf: / DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ---;oa:;;,;"="=:;;~;;;I~"",--/:'--_-_---lr- NAME OF REPORTING • FINANCIAL INST1TUTION:,fl"abwtl!J.ts.-l Iuk ADDRESS ......V".,......e.ut.nia fa ua.lt ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSITAMJdal Meow'I.,.~4.tbJ""II---- NAMES ON ACCOUNT . OR INVESTMENT ---''''~b1UL.IIIrUIQI~...t.Jka--+ Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: , , ".