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Home My WebLink AboutOC1971-0255 - ESTATE OF SHUMAKERFonn RCC-2 • DATE .... ~:1:'?~ .......... ~9.?. ...... ~?.?.~ ............... . ~EPARTMENT OF REVENUE I . ~ "' BUREAU OF COUNTY COLLECTIONS COUNTY .... W.9...§h.:illgt.Q.P.: .......................................... .. HARRISBURG, PENNA. 17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO •........ 63.~7.l~25.5. ............................................. . Whereas, ............................................ ~.l?. ....... Mj,.~.f?..9.~.~ ... §~~.~.~~ ............................... late of ........................................... ~~~.?.~!. .............................................. . in the County of ....................................................... Wa.s.hingt.on ............................................. Commonwealth of Pennsylvania, having died on the .......................................... n:i,P.,~.h .................................... day of ................ X~~.:.~~:r7. ................................ 19 .. 7~. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... AJ.$.Bx.P. ... A9.$..~ ...................................................................... , 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpo1es $ Jt Bank Accts. (1) #73-40367-7 and (2) 73-010935-2 held in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBURGH, PENNSYlVANIA. In the names of MRS. MISSOURI SHUMAKER OR VJ .• E. SHUMAKER. Onened (1) 6-'5-61 and (2) 9-28-62. Balance as of date of death, (1) $51...8. 92 and (2) 9-28-62 1,348 84 -- .. - Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ................... ~. day of ~~ ~a.<!:~ ...................................................................................................................... ............................................ 4; (If umber and Str•et) .............................................. ~ ..................... , Penna . I I I I I I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MISSOURI SHlliMAKER ........................ ······························································· ······························ .. Deceased. Late of ..................................... HIKORY ................................................................... . Date of Death, ......................... .2.~9~71 ................................. . Appraisemel!t Docket Vol., Page, No .............. 63.~7.l~2.5.5 .. . Filed in Register's Office, ........ ~.:r..L .. +-9 ..... 19 ..... 7.+ Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, Entered and cluzrged, " v i COMMONWEALTH OF PENNSYLVANIA REC£tVEo DEPARTMENT OF REVENUE r:ouNfrU~f~U or HARRISBURG t.,Q,_ L f:'C;IONs ft:a 18 312 PH '71 RC C·43 (4-59) 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 Jl FINANCIAL INSTITUTION The Union National Bank ot Pittsburgh :J p. o. Box 8.37, Pittsburgh, Pa. 152.30 of ADDRESS Att: George K. SteinbaHjh, Ass•t Vice President y ACCOUNT NO. OF JOINT, #73-40367-7(Checking) i TRUST OR INVESTMENT DEPO'SIT #73..0l0935-2(Savi.ogs) cJ NAMES ON ACCOUNT /_p / 0 OR INVESTMENT Mrs. Missouri Shumaker or W. E. Shumaker DECEASED JOINT DEPOSITOR, Mrs. Missouri Shumaker TRUSTEE OR INVESTOR---------------- ADDRESS AND COUNTY Box 263, Hickory, Pa. 15340 DATEOFDEATH _________ F_e_b_rWU7~~9~,_l_W_l _______________ __ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ w._E_. _s_h_umak_e_r_· ---------- ADDRESS _____ B_o_x_26_3_,_H_i_Ck_o_r;y_,_P_a._l_5~-------------- Son RELATIONSHIP TO DECEDENT _____________________ _ DATE DEPOSIT OR INVESTMENT JIUle 5, l96l.(Cheoking) WAS ESTABLISHED Saptsmber 28. l962(Sayings) BALANCE, INCLUDING INTEREST548.92(Cheoking) (/ J Jcu,f) DUE, AT DATE OF DEATH$ 799.92(Savings) _ ' {j-oJ 7 C:l~~GJ~%::. YtJ·~C S% ~ ( S-f·7/) ::-o7. oe2_ McDONALD OFFICE 4.:.:~~ Assistant Vice President -I I \ ._. .;. ... .·-··1-< " ; ' ·,. RCC-134 ( 1-69) ''· COMMONWEALTH OF PENNSYLVANIA p.EPARTMENT OF REVENUE BUREAiU OF·'COUNTY COLLECTIONS . INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: \i.E •... SHUMAKim DOX 263 HICKORY' PENNSYI.YANIA ... 15 J40 Date: ~~..;;..F_;;_e_;;_b;;;_ru;;;,;a;;;;.;r::...Y~...-..:2=-4:...J,t........=1=-=9-=-7=1 __ County ___ W_a_s_h_i_n~g_to_n ____ _ County File No. ________ _ Bureau File No .. ~J-;//-e(J:r- We have received notice that ,,XJ.X1IDU'Jif.OO{IOCtti10al!!».tC6.1<XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX onJebrua.cy 9 19,.1L, yc>U <;arne into ownership of (;ertoin property through ~'@f.mt:!!tl~~~'{ W:OC«foJvK€U~Xs~L~"CaitXaW transfer from, MRS. HISSOURI SHUMAKER, 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 yov, as transferee. The property on which tax is hereby assessed consists of: . umxmx Jt I Bank Accts. (1) 173-40367-7 and (2) _73-010935-2, held in theUNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBURGH, PENNSYLVANIA. In the names of MRS. MISSOURI SHU~fAKER or \v .E. SHUxAKER. Opened, (1) 6-5-61 and (2f 9-28-62. Balance as of date of death,. (1). $54_8.92 and (2) ~9-~8-62~ appraised by the Commonwealth, as of the date of death, at$ 1, 34f3. 84 _ 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 dec~dent, or on or before . May 9 . . . 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquen-t, fifteen (15) months after the date of death and, in addition to the to~, 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 until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $--------------- 40.46 2.02 ---.-~----~~ --~--------· 40"46' . . " $ ============== APPRAISED BY· "~~/~-~ ASSESSED BY:~. ~~~~--------- ·Inheritance T ox Appraiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~.E_y.?/;/ ~~ /C!-//;J/ £_ #'# /-1;;/fc!_j/ To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: If you have already paid this tax to an executor, administrator, attorney or other perso.nal r·epresentative of the decedent for forwarding to the Commonwealth, list below the dar~ poi~ name and address of:the person to whom you made payment, their official title and the amount. · () . 1 ,. 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: _______ _ l, 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 $ --------o Date of Approval: ______________ _ Register of Wills