The URL can be used to link to this page

Home My WebLink AboutOC1971-0211 - ESTATE OF SCOTTR G 3-71 ---oZ·f I COMMONWEALTH OF PENNSYLVANIA r:ou;, Bu~~EtvED DEPARTMENT OF REVENUE rr c0[1U o~- RC C-43 (4-69) HARRISBURG Dec 18 8 'fcr,011s s? 4H 'lo 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 FINANCIAL INSTITUTION The Union National Bank of Pittsburgh ADDRESS _______ P_._o_. __ Bo_x __ 83_7_,_P_i•t~te~b-ur~g~h-',P_a~·~l~5~2_3_0~~~~~--- ACCOUNT NO. OF JOINT, Att~ H. G. MUler, Ase't Cashier TRUST OR INVESTMENT DEPOSIT __ #7_3-_4J...;.__34!....;_0_-l_(;._C_he_ck_· ill---=..:g);.__ ____ _ NAMES ON ACCOUNT Paul 3• Scott ORINVESTMENT ___________________________ o_r ____________ _ D. Scott DECEASED JOINT DEPOSITOR, Paul E. Scott TRUSTEE OR INVESTOR __________________________ ~~--~ ADDRESS ANDCOUNTY ______ ~4_W __ N_ort __ h_A_v_e_nu_e~,_M_i_d~~~~-P~a~·-1~5~0~60~---------- DATEOFDEATH __ ~-----------De_c_em_b_e_r_l_O~,_l~97~0 ____________ ___ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _____ D_. _s_c_ot_t ________________ _ ADDRESS _________ ~_o_7_N_o_rt_h __ Av_e_n_ue_, __ M_1d_~ __ , __ P_a. __ l_50_60 ____________ _ Son RELATIONSHIP TO DECEDENT _________________ -r-/ ________ _ DATE DEPOSIT OR INVESTMENT April 27, 1970 l/ WAS ESTABLISHED--------------~-~--------- BALANCE, INCLUDING INTEREST 3,668.07 DUE, AT DATE OF DEATH$ ________________ _ -.5: ii~ a 7@ t.% ~ ~ ~o. o? ....S"~ ~~-...f-/o,/j = I/-o o McDONALD OFFICE j RCC· 134 ( 1·6.9)' "coMMO~EAL:rH .oF· PENNSYLV:ANIA D"EPARTM"'ENf OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFIC.IAL NOTICE cfF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ.ECT TO ADMINISTRATION TO: D. Scott Date: December JO, 1 970 407 North Avenue County l:Jash:ingtcm Nidwa;r, Pennsylvania 15060 County File No. _________ _ Bureau File No. c:;.3-7;:.: e?// 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. Checld.ng Account li73-L~33/40 held in the UNION NATIONAL BANK OF PITTSBURGH, PI1'1'SDURGH OFFICE, PIT'l'SBURGH, PENNSYLVANIA. In the names of PAUL E. SCO'l'T. OR D• S CDTT. Opened 4-27~70. . Balance as of dnte of death, appraised by the Commonwealth; as of the date of death, at $ · 3,668.07 100 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT. LESS: ALLOWED DEBTS ;· NET TAXABL'E AMOUNT AMOUNT OF 'r AX DUE ·· 0 If 'you pay the ·above amount within three (3) months of th~ date pf death of the d~cedent, ·or on o.r · '··· _. before.. .[\larch 10 ·19 ·rl ·· you may ·deduct a discount ·of 5% of ·the amount of tax due, or I. · · .D· T~is tax became 'delinquent; fiftee_n (lS) months. · ·· after the date of death and, in addition to the tax, statutory intere.st ~t the rote of 6%~~of the tax per !]nnt,~m i.~. al.so. 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 untiL paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT $ ___ 3u.·~66~s~-~w'---- 220.08 . 11 00 --___ ... ____ _ $ 220.08 AMENDED ASSESSMENT c::C6Zo?e:l? -~/v~___,_/_ . ...r_~..J,..sr __ ~ ----~ ._p('_~-- -.-----~ ~---· <t //?/Z ~ ·===-======::::::::::==== ASSESSED BY: _____________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ·-~.~?·A~. -·~7/~· --v~. ~c.~ .. /971 ~ #jl'/,:;t//7 7 ·~ ... "'·-···· To i1nsure proper credit to your account this O_fficial Notice must accompany ·your payment. Moil or bring it to: \1 .. t.Li l (H) .:. ..: '''ASHINGTtiN, PENNA. lu,3JJ ' 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 below the date ppi.d,· name and address! of the persc;m.to'W.hom.~· you made j?J~~nt, thei.r official title .and ~he amount. ·: · .. . · ·· · · ' -· ·. ~. ~·. r:·i'~ :~~·~·,·., '· ~ Date Paid Name and Address of Payee ., i -----------· .. '' ' ... . . .. ' 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 prope~ty i.n t~e co!llputat.i.or,~ .of ta.x due. )f gny such expenditures meet all of the three fQIIowing tests, it .is recommended th.at.you iternize the pay merits below, execute the affidavit, and return this notice. The Register of Wills will examine.the.debts'daimed'a~d-~1.1~~. those which he determin-es to be proper. The'tax will then be recomputed and you will receive anamended . assessment of tax. · · .• 'i THE THREE TESTS'WHICH·MUST BE MET ARE THAT: .. ,· 1 -You were personally le:gally 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 ~state of the . decedent or any other transferee. · · : · · · · " SCHEDULE OF DEBTS ·Date Paid Name of Payee.· Description of Obligation Amount Paid . . . - ' (attach separate sheet 1f required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: . .. ; . ' ! .. .. ,, '· TOTAL $ ' ~ 1, hereby ce;tify that th~ foregoing is. a. just and true state~ent of funeral expenses and other debts of the decedent, · , for which I was legally responsible an9 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, fo.r inheritance tax. purposes: . f 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 counJy, do respectfully report that I have allowed deductions listed above in the total amount of$ -·------__;,_0 Date of Approval: ______________ _ Register. of Wi lis :·.:z: ~ ~ .. ~:("·* t,·~ ._ ' . I . -. -~l,~ If you hove ~lreody paid this· tox.to on executa~, admtnistrot~r, attorney or other .personal represe'ntative of-the· ?. , decedent for forwarding to the Commo-nwealth, list below the date paid, nome and address of the pers'On -foA~I:toin,. ~<:.: -you made' payment, their official title and the amount. _,,,,.,;~,."'-:~~~ ~-.. . . . - . . ~ ., i:~Ec~.i. i;. . . ~ . . ~ .'1;'\'·;"}3-~~~t..;.& '-1'.~; · Dgte Paid Nome and Address of Payee Officio I Ti tie Amount Paid '·'"~~-:o.~;.r.;.-iJd;O"t• ..... ~-)_._ .. · '"'".. . ··-·~------.~ ~ -:' '*'~t ,-___ ...,..... ........ _ .. -.. ;. -··•.;-. :'"·_t· ~ ~-· "rS r ...... ,·~, ... -.-v. ~t<'i···~-.• , .. :~.f;"~f·~; /,: ' • • • • • J..., _.-w '\~::~r~:_,..~~der certain circumstances, if, after the date ~f death of. the d~cedent, you p.erso~ali; paid funeral .ex~e~·~~~···· ·~-:~h· or-other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended \tf,!'-,£, by you may qualify as deductions against the gross value of the property in the computation of tax_ due. ,If ~ll'y l 'ii:_t:::-':s~ch expenditure~ meet all of the three following tests, it is recommended that you itemize the paym~nt~)~low, ~'~; . .-execute the affidavit, and return this notice. _The Register of Wills will examine the debts:cloime~ .and-allow,~: }~"' ·. those which he determines to be proper. The tax will then.be recomputed .and you will receive an amended 1!~-';:. · -assessment of tax.. · · · · ·~;~:.:~ ·;HE ~HREE l.ESTS WHICH MUST BE MET ARE THAT: ~ .... '·. ·. . '?:~:.::: . .,., t:·yoU,·were personally legolly·responsible for these debts, and ~~\ . •·· 2-You· actually paid these debts out of the. account' or property described above and can furnish proof o_f such payment, if required, and ·· .... 3 -These same debts are not also claimed, for tax ·pu'rposes, by an executor, administrator or other personal representative of the dec~dent _handling the administration of the general estate of the decedent or any other transferee. ·· · SCHEDJJLE_OF DEBTS '• ...... Oqte· Paid Name of Payee Description of Obligation -Amount floid. ' ... ~'JA-'!J~o ll{r_.Q'_, .~Jt-r:;,<?,.,-,· -/Ao,,->~-/-JI(..., Jt:. /C ~/ /uus:/.4L ..y"'.?. ? (} - /,/_ ,(! J-7" 1/P' --'· •-~' M l-uu hAl~RAL A a.~ h&lr-.#A/.. CY.Af"',tf Sf., ~..s-~s(. 9..L. ·I-Ll-·ZI lm-t~ ~ .411' h.L£ CC> 7i t.c.LJ_I LU.l L / .... _/_...3-~ I , . - -M ..... -. '~ . . ·:: . .. I . .. ' .. TOTAL. $ .· /, .s y .s.. .f (J ~t~~-: ·.: . (attach separate sheet if requ·~red) ~~!:_.;COMMONWEALTH ~OF P~ENNSYLVAN·IA) 5-S: ~· COUNJJJ of ~ ) . _,. ....... I, . f.Y~== ~ . hereby r.ertif,,thatl)fhe Jpreg9ing a.a jusl and true statem~nt of funeral expenses and other debts of the decedent,_ ---1.... CluX ~ ~-?d!t: · , for whtch I was legally responsible and which I did pay out of the 'property herein taxed. i furthe.r cer.t,ffy, ~hat to the best of rny knowledgt: on-l Leltef, the~e some debts will not..bc: clotmed by ony other pers\j'if~·J?~ Jnheritance I!L41f.-~ Signature ofaxpayer · ··~ REPORT OF REGISTER OF WILLS I, the undetsigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions I is ted above· in the total amount of S ---------· Dot! of Approve I:------------~----- ., •· , ' Fonn RCC-2 .. ' .. '~ ... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... _ .......... f..~Rr..l::l.~ ..... ?.9. . .t ..... !.9.f.! ........... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ............ Y.J.~.~-~-~-~~-~······································ FILE NO. . ............ 9.).-:::.7.~::.?.~ .. ! .................... -................... .. ·whereas, ..................... ~ .. : ................... P.g~----~~ ..... §.:9.9.t.t. ........................................................... ·late _of .... , .................... ~~-~~~!. .......................... : ........................ : ........... . in the County of ............................................. W.~.~.h.;4:J.gt.9.P:. ............................................... : ....... Commonwealth of Pennsylvania, having died on the ....................................... t.entb ....................................... day of ................. .In~.G.~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, .................................... A~~P ... ~9.~.~ .............................. : ............................ , 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. Description of Aaset Unit Values Appraisement Made for Inheritance Tax Purposes $ ~T+. r.h~=>r-"k-;,.,<7 A:,.,.rmnt. lh?.-1.?.?.1.0 held in t.he UNION NATIONAL BANK OF PITTSBURGH. PITTSBURGH OFFICE~ PITTSBURGH, PENN3YLVANIA. In the names of PA UL E. s·coTT ·OR D. SCOTT. Opened 4-27-70-Balance as of date of 3,668 CJ7 total 3,668 07 I .. ,• : "'"''' :··:· .. , ( . .................... WAS:HINGTO.N. ........................................ . ·county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PAUL E. SCOTT Deceased. Late of ".---MIDWAY/ · -.................. ~--~-;~---------... _ ................................................... .. Date of Death, .......... : ............ l2.~l~7.0 .............. ; ................ . Appra_isemeHt Docket Vol., Page, No. 63-71-211 1; Filed in Register's Office, ........... F.eb. ...... 2.6 ..... J9 ...... 7l Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE. Received, Exa.mined and Approved, '--Wrote abo.itt Appraisement, Appeal j1'om Appraisement, Entered and charged, !· .;/ ) ... -. ·, ~. >,. ' . }~ ·II ! n 1 ..