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Home My WebLink AboutOC1971-0173 - ESTATE OF WIDMERRC C·43 (4·69) COMMONWEALTH OF PENNSx~·IA DEPARTMENT OF REVENUE HARRISBURG. · January 21;· 1971 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue B1,1reau of County CoJ lections 26 S. 4th Street · .' . Harrisburg, Pennsylvania ·, Dear Sir: f I -• . • • 1 • . Pursuant ,to Section 7 42, 'Penri~ylvaJ:lia Inheritance and Es'tate. T'ax ·Act of 1961;· , · we herewith sub!llit the following report: . . .. ,,.. ' NAME OF.,REPORTING FINANCIAL INSTITUTION Western Pen.1a. Nat'l Bank . ADDRESS . Fourth & Main Ste; 1-ionongahela, .Pat. 12063 ... ACCOUNT NO .. OF JOINT, . .. . . • . TRUST. OR INVESTMENT DEPOSIT Checking accoWlt 042 . .345' .306 . NAMES ON ACCOUNT OR INVESTMENT Rachel H. Widioor-or James Galbraith DECEASED JOINT DEPOSITOR, . ~% TRUSTEEORINVESTOR--~fuwM~h~e~l~Hwe~w~,~·mn~er~--~~---------------- ADDRESS ANDCOUNTY ____ ~4~05~W~es~t~Ma=i=n~St~·~·~M=o=no=ng~~~M=e~l~~L·~·P~a~·~~=·~~ruum~aUm~~--- DATEOFDEATH1~2~·=25~-~70~------------------------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ J_·am_e_s_G_albr __ ai_t-=h _________ _ ADDRESS~ kJ/,;5; , w ~ :JSf J/9 RELATIONSHIP TO DECEDENT __ ?;....__~SJ-.!:E,a~~~-..,.·~'A::z.......::;,;___. _. _. __ . DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _ _:;;5_~u ___ .. _64;,...._ ____________ _ BALANCE, INCLUDING INTEREST · DUE, AT DATE OF DEATH $ .As of 12-24•70 -$.346.04 ~}~ . --;gnature · TITLE Assistant Manager # /Sf;; Pf I~J,tJ~ ·"r~~-_ ~ ~l , 1 RCC-134 ( 1-6~) .. ./' ,_ <--<~ COMMONWEALTH OF PENNSYLVANIA' __.._!:!.tPARTMENT OF REVENUE BUREAU OF ... ~OUNTY COLLECTIONS INHERITANCE TAX DIVISION TO: JANES GALBH.~I~H 'l • OFFICIA·L:N·oT.ICE ·oF INHERITANCE TAX APPRAISEMENT AND ASS'ESSMENT OF ASSE~S N~T .SUBJECT TO ADMINISTRATION Date: __ ___sJ.u;an~ua112..1.:ry;;.......2~9z,,~1..;oCT7~1---- GLENN WHITE, l:JEST VIRGIND\ 258lk9 Coun ty __ _..:.:i'J:.:.:AS::.:I:.::-liN=G=-='l'..:::.ON::.:_ ____ _ County File No. ---------:-~~,..--Bu~eau File No. ?z.J -~ v-) JJ . ,'• ' .. We have rec:ei ved notice tho t ;1B.0CWJluluefJ!I.ttt.~;gthJ~OClY.X'rfYirt~;axxYY.YYWYITx¥Y.XX¥XX".:'XXXXxxxxxxxxxxx on December ?5 .. 'l9~,··you ca·me into ownership of certain property through ~'}5~~ w~Gl.~:~.tOO..-~d:eJrE£it~n!t.Y.: · thansfer from RACHEL H. 1iJIDI:illH, Deceased. . . ·j .l. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inher.itance tax due is imposed upon you, as transfere.e. The property-on which tax is hereby assessed consists of: Jt. Checking Account ~~'042 345 306 held in 1·.rC:ST1i;RN Pt·~NNSYT.V c\ i\iif; NflTIONAL BMJK, NONONGAHEIA OFFICE. ltlONONGAHFJ.I\; P£1-mSYLVANL~. In tbe names of H~.CHE:L H'! 1-HDNER OR JAKr."S GALBRAITH. Onened 5-11-64. Balance;as of date of death $346,01!·• appraised by the Common·weaft.h, as of the date of.death, at $ 31~6.01~ 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMO.UNT . . $ __ .=,17L...3.u•!.!:!02:=-__ _ LESS:· ALLOWED DEB,TS f. NET TAXABLE AMOUNT • . 0 If you pay the''clbo:ve amount within three (3) months of the_ dot~ ~{ death of the decedent, or 0~ or . before 1a.rch 25 19 71 you may deduct a di~count of _5% of .t.~e amount of tax due, or ~ · D 'This tax became delinquent, ·fifteen (15} months ~ · . after the date o.f d~ath and, in addition to the .. tax, statuto~y inter~st at the rate of 6% of. the .. _tax p_er annum .is pl~o due as of*-___,..---- . .. , l9 __ in the amount. of. • f *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 25.95 1.30 ---·-------- $ 25.95 $ ================= ASSESSED BY: _____________ _ (Age-nt for -the Commonwealth) . ·' INSTRUCTIONS TO TAXPAYERS 1.. Make checks or money orders paycible to: c2-/9-7/ ., To in·sure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: i·~-If you have already paid this tax to an executor, administrator, attorney or other personal repre~t!nt.at,Lve of the · decedent for forwarding to the Commonwealth,. list below.the date paid, .1~ame and address of-.the -pe·rson:to.whom·' you made payment, t.heir official title and the ~m9unt.'_; .. : :·<. ,. · ·•' · .. •••··· · ;;"_.,., ~; (~:--.·,~ '·-='·'·,·--~~.:-.-.._: ,,. .. • .. ..~ , .... ~::·.; .~-:· ... ...;.r. ..... . .• · ., . i ... :~ ~ ~ ··~··.· ....... ~,..;!\:·-. ,, ; .., ~ Date Paid Name and Address of Payee . - .·· .. ___ .:........;..-.......---..-.-..--......................... . •l••'••"''l>o , ........ ~"ri' .... •-~•". • ""'''•"·' •• '•• •' OKo•' .. ~~ .. ,.~··•~·-" . . . 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 again_st the gross value·!>f the. property in;th_~_..cC)mpLitation gf ta·x due;·_.lf an'y such expe-nditures meet all o~ the three following tests, -it: is ;reC;Qmmend~d Jhat. Y<?~ ·_i.temi.ze the p~yl'l)ents )e!pw, execute the affidavit, and return this notice. The Register of Wills will examine:th.e. debts claimed .and.:allow-.. those which he deter~ines to be proper. Th~ tax will then be recomputed and you will receive an amended assessment of tax.. .-•. . : , ~ . ... ·.-/. ; .. ,_ -.. J ' . . . . . .· ··J, . : ..... '; THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible f~r 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 ~dministrat_ion .of the ,general estate of the decedent or any other transferee. -· · SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation .. Amount _Paid 1/~S/7/ ./_/}7.-~-4: /~ .!Zh A./ ..-£-<. .fl • # / r1l~. t?-r?_ W . .L.. I (I' rlPLA. -0 . "" . ·-"'xrv-s-o-rs ., -~~.1 ~ //_oh_~ QTzs-__""" .- f Ydc:J.. o·iJ ... -.. ·. / . ; .-' (_~ ~lthJ~o-/:::6L_. ;?g tl. ~-?...~-.5 "'-Q ./~.J-d-.-. ' ' .U2a. .,._.,., .:h C..~ --tLT-h ~A • hLq/j 6Ji!?... ~ )J 'rLIAL; ,J o, _if) , •, '· u ··· . . ... ' '• .. '< . ~·-;: ··.· :! .. . .. '. . . : -•' ,9Jo. Ga .. . TOTAL :$ . (attach separate sheet if required) . . . .. CO~MONWEAL TH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, h~reby certify th~t :.th.e ~foregoi_!19 is-~ -j~s·t and'true statement of funeral expenses and other debts of the decedent, , for which ·I was legally responsible and which I did _pay out of the .. property h·erein -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 M.E 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 de~uctions listed above in the total amount ~f $ ., · Date of Approval: ______________ __ Register of Wi lis I Fonn RCC-2 ~ COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... Eebr..uary ..... l9.., ..... 197l .. : ................... . COUNTY ............... W.~~P.:~~--~···································· DEPARTMENT OF REVENUE . . . -..__ ~ BUREAU OF CQUNTY COLLECTIONS FILE NO •...... ?.?..:.7.~:~.?.?. ........................... -................... . ' HARRISBURG, PENNA. 1 7 1 2 7 . l Whereas, ............................... Ra.c.l:Hi~l ... Wi.ctm~r. ........................................................................ late of ...................... ~<:>.~<:>.~~.1?:~.~~---·············································· in the County of ............ : ......................... W.~.§hmgt..o.n .............................................................. Commonwealth of Pennsylvania, having died on the ................................ : ....... ?.5.~.h .......................................... day of ················:······~~~-~~-~~-··························· 19 ... zq __ , seized and possessed of an estate · subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........... : ........................ A~.~----~~-~···························································• 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 v~lue 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. Description of Asset Unit Values Appraisement Made for Inheritance Tax Purposes $ Jt Checld.n!! .ll·ccount #OL2 1L. 5 106 held in the WESTERN PENNSYLVANIA NATIONAL BANK, N:ONONGAHELA OFFICE, MONONGAHELA, PENNSYLVANIA. In the names of RACHEL H. vJIDMER OR JANES GALBRAITH. Ooened 5-11-64. Balance as of date of death, $346.04 346 04 Insolvent -~ ' '· (Number and Street) ·······································································································-·································· Penna. (Post Oftlee )" . ·.=/ L .... : ....................... : .... :W.~.~:>@.Jjg_t.q.~ ............................... . County RESIDENT INHERITANCE-TAX .APPRAISEMENT Estate of Deceased. Late of ................. N.9.P.:9.I.lg~h.~.~---·······································: ......... . Date of Death, .................... ~?.::?. . .?..:7.9 .................................. . AppraisemeHt Docket Vol., Page, No. .. .... 9.J.::7J.:.::J.:.7?, ......... .. Filed in Register's Office, .: ..... ~:~?..~ .... ~?. ......... 19 .. ?..~ .. Anwunt of tax due, $ ................................................................. : .. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, •, .. .. .. -~-... ~ -~- : .,.,., I. ": t - .l . ., ,.,- ~ t· •I . '·· . . . -'I'\ ..1 \ - .~ 1\i.• t ~