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Home My WebLink AboutOC1971-0192 - ESTATE OF MILLERR C C-43 (5-65) f COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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: NAME OF REPORTING FINANCIAL INSTITUTION Pittsburgh National. Bank -Washinston 83 ADDRESS 6 Sout.b kin Street t-rnetdngton PennsT]van1a l530l ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_8=3:._-=3-8-=c:.S..L.'1798LL:.. _________ _ NAMES ON ACCOUNT OR INVESTMENT Charles V Miller· or Mn Mat:garet. B MUler / DECEASED JOINT DEPOSITOR, . TRUSTEE OR INVESTOR Mre. Margaret E Miller ADDRESS R D ffj Box 259 A Washington Penns:rlvan1a lS 301 DATE OF DEATH Januaa 24, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _C_ba_r_l_e_o_¥_M1l __ le_r _________ _ ADDRESS R D #3 Box 259 A RELATIONSHIP TO DECEDENT __ ..=.Son.:::.::::... ____________ _ DATE DEPOSIT OR INVESTMEN~ WAS ESTABLISHED --..... ~::---__.6~197;;....;.._1---:. ====-"'.c ________ _ BALANCE, INCLUDING INTEREST DUE,ATDATEOFDEATH$ ___ I~S~~·~51~---------------------- ~ j# l ';# k 5-?J-5'/ f/ ?? J~ ~I--j£j Signature TITLE Kenneth Krikorian Platfcrrna Aeeiatant J \ RC(:.-134 (.t69) • COMMONWEm.:TH OF't>ENNSYLVANIA , 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: __ ~c~HwA~B~T~R~~-V~-~H~,IL~V~~~---------- n~n. #J box 259A VJASHINGTON 1 PENNSYLVANIA 15301 Date: February 101 19'71 County __ W_AS __ H_m_G_T_O_N ______________ _ County File No. __________ _ Bureau File No. ~..3 ~ 2/-/7.2 We have received notice that, ~UW~~.XXXXXXXXXXX.XXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXXXXXX on January 24 19..2l...., you came into ownership of certain pr?per!y t~rou~!;'X~t~~iQ%'&Mftf,<41/lt\etfXXXX ~~-transfer from HRS. HJ\H.GlilliiT E,. NIILER, 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. Savings Account #83-3-857798 held in the PITTSBURGH NATION11L BANK, 1\IASHU..lG'l'ON OFFICE, HASHING'fON, PENNSYLVANIA. Iri the names oi V, HILLER OR 1:-iRS. HARGAilli'T E. r-iiLLER. Opened 5-6-70. Balance as of date of death, appraised by the Commonwealth, as of the date of death, at $ 529.51 100 %of this amount is taxable at the rate of 6 % 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 April 24 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 *------ l9 ___ 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 $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT 529.51 $-~~~--------$---------------- 31.77 --_l._2<t_ ____ _ 31.77 $ ================== TOTAL AMOUNT DUE APPRAISED BY: /?./6_.--/ A ,--<-· ASSESSED BY: ______________ _ . (lnh~'fttance Tax Appraiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: d'0 /7 7/ 4, /)/-t';/7.P.s~ To i nsur·e proper credit to your accou-nt th1s Official Notice must accompany your payment. Mail or bring it to: ·-· •• 1..; ·1 fiE ~-OMMONWEAlTH COURT HOUSE WASHINGTON, PENNA. 15301 If you have already .paid this taX to an executor, administrator, attorney or other personal representative qf thtf-I decedent for fol"'"!'ar'd~ 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 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: l-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) SS: 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 pay out 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$ --------e Date of Approval: ______________ _ Register of Wills RC C-43 (4-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -HARRISBURG 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: NAME OF REPORTING First Federal S v1ngs and Loan A$sodot1on of FINANCIAL INSTITUTION __ w_as_h_1n.....:g=-t_on ____________ _ ADDRESS 77 South Main Street Ylaehingtont Pa. 1~301 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT __ sa_v_i_ng~s_l_2_6_79_· --------- NAMES ON ACCOUNT ~~%'9eret E. :.tUler or Cherle$ V. Miller OR INVESTMENT _____________________________________ __ DECEASED JOINT DEPOSITOR, ~!arqarot E. MUler TRUSTEE OR INVESTOR ________________________________ _ !~8RcEJdNTY R.D.I/3 Box 259A f?ashington, Fa. 1~301 DATE OF DEATH January 24, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Cha:rle1 V. giller ----------------------------------- ADDRESS ___ a_._o._#_J __ Bo_x~_2_~9_A ___ v_m_eh_l_n_s_to_n_._P_a_._1_~_3_0l _________ __ RELATIONSHIP TO DECEDENT _____ 5_0_0 __________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ A_pr_i_l_l_2_6_1 __________ _ BALANCE, INCLUDING INTEREST $2531 .25 DUE,ATDATEOFDEATH$ ________________ __ .3 j () Signature TITLE Rcc, 134 (1-1!9! COMMOI',AL#H OF PENNSYLVANIA OEP'ARTMErH OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NQ-TICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION '----""" TO: __ C_HA_RLE __ S_V_. _~_U_L_LE_R ____ _ R.D. # 3, BOX 259 A WASHINGTON, PENNSYLVANIA Date: February 23, 1971 County \{ashington County File No. _________ _ BureauFileNo. )3-7/-/9~ We have received notice that,~~~XXXXXXXXXXXX.XXXXXXXXXXXXX:XXXXXK_ on January 24 19..11._, you came into ownership of certain property through~~ 'AQ11iiAI4),fllilleU¥-tOWJOI4a~~~axx transfer from, MARGARET E. MILLER, 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. Savngs Account Elw679, bel d j n the FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF 'WASHINGTON, WASHINGTON, OFFICE, WASHINGTON, PENNSYLVANIA. In the names of MARGARET E. MILLER or CHARLES V. MILLER. Opened, 4-12-61. Balance as of date of death, $2,531.2~. appraised by the Commonwealth, as of the date of death, at$ 2,531.25 50 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or before April 24 19 71 you may deduct a discount of 5% of the amount of tax due, or 0_ 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 $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 1,265.63 $------------- 75.94 ----~-~Q_ ___ _ 72.14 $========= ASSESSED BY: _____________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: """'&:111 nhi THE COMMONWEAL fH COURT HOUSE WASHINGTON, PENNA. 15301 If you hove already paid this tax to on executor, administrator, attorney or other personal representative o.f the decedent for forward in~ to t~e. Co~monweolth, list below the dgte. poi~, name and .address of the per;~ ~w~om yo~~ payment, the~r off1c1al t1tle and the amount. . . . Dote Paid Nome and Address of Payee OO("Offic:ial Title Arnount Paid .., Under certain circ~mstonces, if, after the dote 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 on 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 con 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 1f requ~red) COMMONWEALTH OF PENNSYLVANIA) SS: 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 pay out 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 $ ---------.. Date of Approval: ______________ __ Register of Wills I I I I I Fonn RCC-2 "' DATE ............ .:f..~.P.!.1!.~.IT. ....... ?..~ . .J ....... J .. ~.?.J. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY .............. ~~-~.~!..~~~·~·~··························· FILE NO •.......... P.J.~ .. 7.l...~.l...~.Z ................ _ ................... . JT. Whereas, ......... Mr.s ..•..... Marga.r.e..t .... E. .•...... Hi.l..l..~.r. .......................................... late of ....... ~Y.~.~-~-~.I.l:.g.~-~:tl: ............................................................ . in the County of ................. Ji.as.hingt.o.n ........................................................................ Commonwealth of Pennsylvania, having died on the ....................... ~.4 ..... t..b. ............................................... day of ....... J.' .. ~.~~~-~ .......................................... 19.?.~ .... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......... Alfr.e.d .... T.o.si ............................................................................... , 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. Appraisement Description of Auet Unit Values Made for Inheritance Tax Purposes $ HELD: Jt. Savings Account #83-3-855798, held in the PTTTSRTTRf!.H NATTONAl BANIL WASHINGTON OFFICE, \vASHINGTON. PENNSYLVANIA. In the names of CHARLES v. MILLER OR MRS. MARGARET E. MILLER. OPENED, 5-6-70. ( Fully Taxable) 529 ~1 Jt. Savings Account # 12679, held in the FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF 'vASHINGTON, WASHINGTON OFFICE, WASHINGTON, -PENNSYLVANIA. In the names of MARGARET E. MILLER nr CHARLES v. MILLER. Opened, 4-12.;.61. Balance as of date of death, $2 531 25 1,265 63 •. Total 1,795. 14 fonn~~v!,':fh b.:~ ::rh~w<>r!l ·~~o ~=: ~.~ o~e:~~;a.b~~·~~·~ti~ ;~d>~ ~ Appraiser ................................................................................................ ....... ......................................................... ~~-" ........ . ... ..... ... .. .. .................................. (Post Office) .............................. , Penna. I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET E. MILLER Deceased. Late of WASHINGTON Date of Death, ... J..~.I.l:':l.<:"l:.~.Y ..... ~4 '-1971 ········································· Appraisemel!t Docket Vol., Page, No. ..9.3..~.7.1:::-1.~.~ ....... . Filed in Register's Office, Feb. •...... 2 . .} .. , ....... 19 ... 71 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, 1