HomeMy WebLinkAboutOC1971-0334 - ESTATE OF RUSH"
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COMMONWEALTH"OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
R CC-43 (5-65)
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,Pennsylvanic Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
J
DECEASED JOINT DEPOSITOR,,.-ph &au.hTRUSTEEORINVESTOR__'_'_'._._.Ill _
610 8:.,hiWi ',*'*ll1ln.UlO.Il'thl'80a .ADDRESS ...--
NAME OF REPORTING ·'It~I.tfl:tlmkl18 ..k s.1dr••,Gompd,FINANCIAL INSTITUTION '......'..,
ADDRESS -'Hal.'"_'i''',"·C'~lleJi:'tl.&51.
ACCOUNT NO.OF JOINT,IfI_~(jC:'~""'O~tl','JVl...Co..t.102614
TRUST OR INVESTMENT DEPO..S.IT ..•.....$ll'l4I!411 cr....101111111 Vi.
NAMES ON ACCOUNT Jo.~~1 ..I\iuah'i','"......_A
OR INVESTMENT Mn6:i"';..¥.,y
&1u
DATE OF DEATH '.rch:l',.im
SURVIVING DEPOSITOR,,~l,aVfbBENEFICIARYORINVESTOR _
6'0''••".fiU Itr.'U.,.$blna_.l'a."t61ADDRESS---
.O_sln••
RELATIONSHIP TO DECEDENT -----------
DATE~:t~;i~~~I~~~~STME~T .,··,;t4."l~9 Mlle".flca.
BALANCE,INCLUDING INTEREST,.,••"••otHj"..t"g,...{
DUE,AT DATE OF DEATH $...•.&i 7~.J'76
oI~9?6 "f<;;---@ ~J:,~~0(s 7-(.(,
s /u ~~(C -4':7/)=~"-<"s:-f-
He..ttr··:ft...."I u __·'SignatuFe '"..>~~.--TITl",f lI'IQI.J4Pt
..
RCC-43 (5-65)
COMMONWEALTH'cn::PENNSYLvANIA
DEPARTMENT OF REVENUE
H.ARRIS3URG
',..:~,,...A",..
,:
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,PennsylvaniJ Inheritance and Estat~Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINAN CIALINSTITU TI ON ..;:.;;;He~l:.::J.:..:.on_;N...::ati...::·::.,:'Otl:.:.;·.~al::...."...::f;~an:.:.:k:.:.....=an:.:.:d::...·...:.'l'.::.:S:U:;.:s:..::t.....;"C:..:o:.;::Ul£,;pa::n:JI.Y_
Clay,-vl'l'lo,'l?'a...l.s~2J
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR _~_''_..._.J:::.;:l.:.!....,;.,'8=.;',.~··-:~:::$=h _
ADDRESS ·..·_·'_'6_"_0_'_B_fll_S_'_;8_e_e.\&_._S_t_'I9_G_"'_'_._._'_W_El_;S-::bt:::D...:8_tM_.n-:._1'8_.__1_·a....3_01l.;..'_;
DATE OF DEATH''Ha,ob'lS."1971··~·
SURVIVING DEPOSITOR;
BENEFICIARY OR INVESTOR"_,_..·_An....·n_6_:_1'.;:-.._I\UGh._
ADDRESS __·_6_'....O·....S_C:i....$_tr_;B_e'_au_,'~_S_.e_t_...._"_'__Wa_s_'ItI._·_ns;;:..tC'I_._ti_t_1'_4..:..._....1..,..S3.;...O_1__
RELATIONSHIP TO DECEDENT"··~bte."0"
DATE DEPOSIT OR INVESTMEN-T---------------
.5·2~6JWASESTABLISHED _
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $'l<...::>t~91=l~·.::.:89.::...J_·_
RC=:-134 (1-69)
COrolMONWEALTH OF PENNSYLVANIA.
O"EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAc'N·OTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMEt-oT OF
ASSETS NOT SUBJECT TO ADMINIS1RATION
TO:ANNE E.RUSH
670 EAST BEAU STREET
Date:_~_M.....:a.;.;...r..:..ch~2:..:....6:...i,!..-...::1:..:9...:..7..::1~__
County __---:;V/:..:a~s~h~i~n:.cg~t~o..:.:n~_
__'i..;..A..;..SH;.,;.;I;;.;;.N..;..G~TO.;.,;;N.;...J.':.....;;..PE~1N...;;;,S~SYL.;;.;.::..V_A~N~IA_._.::.:15301 County File No.~
Bureau File No.0 -,V-J..3 y/
We have received notice that,~~XKWUa.KXXXXXx..··t!CXXXXXXXXXX '
0.,March IS .19....'Zl.,you came into ownership ofcertain property through ~1XX&l&~~
~~~~~~KX transfer frem,JOSEP]E.RUSH,deceased.
Under the Inheritance and Estate Tax Laws of the Comllonwealth of Pennsylvania such transfers are taxable
a,d the liability for the payment of the inheritance tax du~is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:(1)J-;:.Savings Certificates &(2)
Jt.Checking Acct.#419-9926,held.in the MELLON NATIONAL BANK ,f!TRUST CO~1PANl
CLAYSVILLE OFFICE,CLAYSVILLE,PENNSYLVANIA.In the names of JOSEPH E•.RUSH
&ANNE E.RUSH.Opened.5-24..65.Balanee as of date.of death,(1)$20,OOO.OC
and (2)$1,921.89.
/f:sZ";;:7.s-
?uS-:.Yez
$40<7(b0.Y-.r-:-
at 3~3 ~o
AMENDED ASSESSMENT
20.960.95$_~...:....i..''';''':;'~';:''''::''__
AMOUNT OF TAX DU E
appraised by the Commonwealth,as of the date of death,ot $21,921.89
1CO %of this amount is taxable at the rate of 6 %
SO ORIGINAL ASSESSMENT
D~TE OF ASSESSMENT
T~XABLE AMOUNT
L :55:ALLOWED DEBTS
N:T TAXABLE AMOUNT
1 (1)
(2)
[)If you pay the above amount within three (3)months
of the dat~of deqth of the dec~dent,or on or
before J une l5 .19 7l you may deduct a
discount of 5%of the amount of tax due,or
62.88
C This tax became delinquent,fifteen (lS)months
after the date of death and,in addition to the
.tax,statutory inter~st at the ·rate of 6%of the
tax per annum is also due as of *_
19__in the amount of
$~OCt7.'0 7
:Agent for the Commonwealth)
1,257.66$
ASSESSED BY:_~~~~-
TOTAL AMOUNT DUE
~''/'
.~
APPRAISED BY:~J"'r '.....;/.r ....-/
{Inheritance Tax Appraiser)
*1£the tax is not paid by the above date additional·
interest is due at the rate of 6%per annum until
paid
INSTRUCTIONS TO tAXPAYERS
Make checks or money orders payable to:
~.£//~"Oc.6.O?
'~~0~/77/
Jl r///>;yC?,F/
- 0 insure proper credit to your account
this Official Notice must accompany
}our payment.Mail or bring it to:
1(~IfI1M~
AGENT fOR THE COr.lr~1ONWEALhi
COURT HOUSE
WASHlffGTON,PENNA...15301
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 thf;l date paid,name and address of the person to whom
you made payment,their official title and the a~oun't.•~,'.'.' ':'.',:"
,'o}
Date Paid Name and Address oJ Payee
,",,'Official Title 'Amount Pciid ,
SS:
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 valu~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 wi/l;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 executor,admin'istrator or other
personal representative of the decedent handling the administration of the ge'1eral 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 requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01=:_
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 payout of the prQperty 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__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that!
have allowed deductions listed above in the total amount of $--------0
Date of Approval:_
Register of Wills
Form RC C·lO
",".-.~
DEDUCTIONS ALLOWED IN
OF
•OFFICE OF TME
REGISTER OF WILLS
WAS HlNGTONcouNTY
• I .'"
STATEMENT OF'bEBTS "
AND DEDUCTIONS
THE .;UM OF $..
DATE APPROVED .
AND AGENT OF TME COMMONWEALTH
Reglaler of Willi,.Agut
DATE OF FILING APPRAISEMENT Noneta hI!filed D.'TS OF DEATH _..llMa"atl·J.:tliO.t:llh--....1!;,z..;·..........1r..:9z..7L·...1 _
DATE NO.OF
VOUCH"1lI NAM&:OF PAYEE
Gordon F'lt'.era,l Home.
REMARK:i
Funeral.Bill
AMOUNT
2 to!30
Pros Cemeter 60 00
Dto.Ptideawc
1
Curtis Phannae
DoetOtr bi11
Aecoubt for dtu'II
I,
COMMONWEALTH OF PENNSYLVANIA }
..'"~'~'_S8:COUNTY OF ~ASHlNGT '.N
______~Ac·lwINN.JI.L:·lUEI;liI.~E...·..........B.~·.J.tJSLliil..HI;lL...-~~HEREBY :ERTIFY.THAT.TO THE BEaT OF
MY kNOWLEDGE AND BELIEF,THE FOREGOING ISA JUST AND TRU E S:'ATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa OF
ADMINISTRATION 'SU~MITTED TO THE ESTATE OF .!I!!J~OSl!:!·!!!~Ei!:!P~·AH~E!:!·::!!:L!!;Z!:!·:.!:A!!:.·,..jIR~·~U~S!:£.H:!.:!.---DE~aD'AS DEDUcrlONli FOR
INMERI.ANCE ,vAJ(.":u~,,O~Ig;.'/Y --f!?~,/
~'.....-.'::.;~1 ,,/~t:<'<~(L.S.)SWO~.R.~AND .,!uascR!liEC·I!l;FORE ME THIS _3 at DAY Of'
a2~/~~
Fonn RCC-2
:JEPARTMENT OF REVENUE
•BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEA!,.TH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~1.~~.~.h ~J.."1~..7.t .
NTY 'vashingtonCOU .
FILE NO §..J..::..71::..J..3..4 ..
Whereas,J..Q.~.~.P.h ~.."R:u..s..h late of --,-y..~.~.h.~.p':g.1:,.c:l.l.1...
in the County of ~~~.s..h.~.~.g.1:,.~..~Corr.monwealth c-f Pennsylvania,having died on
the J.~t..h day of }1.~.r.~n 19 7.1,se~zed and possessed of an estate
sl:.bject to InheritaJlce Tax under the laws of the Commo:1wealth of Pennsylvania;
Therefore,I,f..:r..~.P.:.~.~.~~.~..~,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisemEnt of the sa:d estate,and to assess and fix
tl:e 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 t)collateral heirs of the decedent after
th~expiration of any estate for Ufe or for years,the Commonwealth hereby express y reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
JT.H3LD:
Description of Asset
IIIXSKiI*ilXlllli*KXXXXXXXXXXXXXXXXXXXXXXXXXX
(1)Jt.Savin~s Cerflficates &C'2)Jt C'hp.C'kina
Account #419-9926.held in the MELLON NATIONAL
BAM(&TRUST COMPANY,CLAYSVILLE OFFICE,
CLAYSVILLE,PENNSYLVANIA.In the names of
JOSEPH E.RUS &ANNE E.RUSH.Opened 5-24-65.
Balance as of date of death.(1)$20.000'00
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoles
____---..:....(2---:)-----:.,$_1.:..-,9_2_1_._89_._....:..(l......:):...-.-R_u_ll~y_T_ax_a_b_l_e _&~(_2.!-)--=l=LI_2_t.:...,:a.=..x::.:..:a-=.bl=-e::...;.4--__-H---=2=-=0:....1,•..:::..9~60~+-=:!9~
Total 20.960
..WMHrr.NGTQN....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOSEPH E.RUSH
Deceased.
Late of
Jy.A.~H.l.NG.T..QN..
Date of Death,Mar.ch 1.5..,1.9..71 ..
Appraisemel!t Docket Vol.,.
Page,No J~.J..~.7.1.~.3..3..4 .
Filed in Register's OtJice,M~,;r.~..h 31..19 71
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,..
Appeal jt-om Appraisement,..
Entered and charged,..,'.
.;