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Home My WebLink AboutOC1971-0286 - ESTATE OF PHILLIPSI I I Fonn RCC-2 ~ DATE ......... H~X.G.h. ... .l..Q .. .t ...... J..~.?.J .. -; , DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 7772 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY .......... ~~~-~-~-~-~-~-~-~ .. ~ ............................... . FILE NO ............. ?..~ .. :.?..~.: .. ~.~ .. ? ..................................... . Whereas, ............... Hr.~ ... ~ ...... Q.~_Q_;r.g_;i,.~ ..... P..h.t1J..~P.~ .............................................. late of ............................ W.~ .. ~h!.P.:g_~.Q.~ ...................................... .. in the County of ....................... ~Y.~~.hJ.P.:g.~.9..P: ...................................................................... Commonwealth of Pennsylvania, having died on the ................. 6. ..... t.h ............................................................... day of ................... J.:q.J.Y ......................................... 19 ..... 71, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ..................... Fr.anc.e.s ..... L.e.o ................................................................... , an appraiser duly appointed according to law, h . b d . t d t k f . d bl t f th . d t t d t d fix avmg een es1gna e o rna e a air an consc10na e appra1semen 0 e sa1 es a e, an o assess an 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 Purposes $ JT. HELD: Jt. Hink Account #87-2134010. held in the Pittsburgh National Bank. Washine:ton Office, Washington, Pennsylvania. In the names of Mrs. Georgia Phillips or Cecil c. Fordyce. Opened, 12-30-68. Balance as of date of death 1.063 46 Total 1,063 46 - INSOLVENT form:!;'!,~hbl:~ ::~~w<>rfl:/1~' ~.~ :~~:2==~~¢::·~~n??- Appra1ser c;::a··········~······································································ ~mber St~ Penna . ................................................................... , (Post Ofllee) I I : I I I I \vASHI.NGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~ffiS. GEORGIA PHILLIPS Deceased. Late of \vASHINGTON Date of Death, .... J..~~Y..J> .. .t ..... J .. Q?.J ............................. . Appraisemel!t Docket Vol., Page, No. ..9..3..~.7.1.~.:?..8..6 ....... . Filed in Register's Office, .Ma..r..c..h .... l.9., .... l9 ..... 71 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal j1'om Appraisement, Entered and charged, ., ~ -·--..:. ' . RCC-"134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISI.ON OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: CECIL G. FORDYCE R.D. # 4, DOX 321 A Date: __ J_a.:_n_u_;_a_;_ry..!I.-.....:2.....:5;..J,r.._::l:..:9:....:7...:1=----- Coun ty ___ ,·....:Ja:..:s:..:h=-=~=· n:.:Jg"'t.=..o::.:n::.:......_-IL:._ __ County File No. 10 -/S j-( BureauFileNo. t;3-7/-vt;;G ~e hove rec~ived notite that,~~~~~~~~ on July 6 · · 19 70 , you come into ownership of certain property through~~~~~~~ .N~Xi~ilf:li}fiJJtLUa"i:UebX.X transfer from, ~IRS. GEORG II PHILLIPS, decased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore 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. Dank Account #87-2134010, held in the PITTSBURGH NATIONAL BAMC, WASHINGTON OFFICE, WASHINGTON, PENNA. In the names of J«XSL'\UBIIX MRS. GEORGIA PHILLIPS or CECIL G. FORDYcg. Opened, 12-30-68. Balance as of date of death, $1,063.46. appraised by the Commonwealth, as of the dote ~f death, at $ 1 '063 • 46 100 % 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 withi~ three (3) months of the date of death of the decedent, or on or before 19 you may deduct a discount of 5% of the amount of tax due, or D This tax became delinquent, fifteen (15) months after the dote 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 p~id by the above dote additional interest is due at the rote of 6% per annum until paid Make checks or money orders payable to: ORIGINAL ASSESSMENT $ 1,063.46 I __ ____::..__ __ _ 63.81 -----------. . . 63.81 AMENDED ASSESSMENT $ (at;, 3. V6 / /.:3.z.os $=============== To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: AtE!,.·I· rO.-~ TreE d);,.!il~iL,,..,, COuRT HOUSE WASmiWTON, PENNA. 15301 • ' .~ ,1--lf you hove already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the dak paid,' name and address of the person to whoin , you made payment, their official title and the amount._ - --..... Dote Paid Name and Address of Payee -Offi~ial Title -Amount Poid' 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 y-ou itemiz~ 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: 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 ex-ecutor, 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 ' f ·- ' 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 hereil) taxed. I further certify, thot 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 Wi lis --------------------------------- r I ~~- 1 R c c-43 (5-65) COMMo'NWEALTH OF PENNSYLVANIA DEPARTMENT OF R-EVENUE · HARRISBURG NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania .Department of Revenue Bureau .of County Collections 26 · S. 4th ·Street . Harrisburg, Pennsylvania Dear Sir: . . . . ' . ' Purs~ant to Section 742, Pennsylvania Inheritance and Estate Tax Att of 1961, we herew.ith submi-t the following report: .-. -~··,_~--.·· · NAME OF. REPORTING FINANCIAL INSTITUTION ADDRESS 201 Jefferson Aye. Waabtngt.on1 bona. lS,)Ol ACCOUNT NO. OF JOINT I ' . -~ . TRUST OR INVESTMENT DEPOSIT__..8~7.-.-2"'l~J~:wO~,~,~~iJ.OiiJ-,· .-· --'-------- NAMES ON ACCOUNT · OR INVESTMENT Hra. Georg1a pp!U~pe or Cec:tl o.· l<>r4Jce ADDRESS __ ~B-.• ~--D~·~~~BuAI--3~2-l~A~,~W~a.aMhin.··~a~toun~,~~~~wDDuA~·~··l~$30.-1 ________ _ RELATIONSHIP TO DECED~NT __ -IKNl-------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED_· ·---:~l:«~<l•"""-'l~~:~o0..;60~&------------ BALANCE, INCLUDING INTEREST · DUE, AT DATE OF DEATH $ __ _.1..,,_a6 ... ·l) •• tt~b6..__· ------------..;...._ # >?' . h 71 1 ~ () ~ J, '/& :. t:.J, 9j ~RA1¥ a j • T"'. -.,. ' \ .. ,_ \ '\ \ . ... .. .. . ' If you have already paid this tax to an executor, administrator, attorney or other personal representativ•-of.th•-~... -• decedent for forwarding to the Commonwealth, list below the date paid, nome and address of the person ·fer.""-- you made payment, their official title and the amount. · :·l >: ... ... ~ ·r Dqae 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 oth-er 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 below1 execute the affidavit, and return this notice. The Register of Wills will examine the debts clo.imed 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 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 Dote Paid Name of Payee Description of Obligation Amount Paid. fL:u ~~~ ,f"/J<:'.cf J. /9-Nh ;:;_, h" ~ .c -9/ /c...L/ ...Vc //JL r·./ ./2; d c..~:.(' If I J .3.;2. • t1 c ' / /.h,_/11. e. / / ,. : ;;'IC ' TOTAL s '/!-~~. os- (attach separate sheet if required) -COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF. Washington I, Qaa'& g, i'gz:dyoe hereby certify th.at the f~reg~ing is a just and true statement of fn•rot expenses and other debts of the decedent, Georg1.a Ph1ll1.ps , for which I wal legally responsible and which I did pay out of the property herein taxed. I further certify, that to the bnt .I my knowledge and belief, these same debts will not be claimed by any other person, for inheritance taa...-,oses. SWORN AND SUBSCRIBED BEFORE ME THIS 17th DAY OF ~~~~--------~--~~192!_. REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the obove county, do respectfully report that I hove .allowed deductions listed above in the total amount of $ --------• Date of Approval: ____________ _ s ' ' .