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Home My WebLink AboutOC1971-0362 - ESTATE OF DORCAN SRRCC-43 (5-65) " .....,COMMONWEALTH OR1PEN~;SYLVANIA DEPARTMEI'ft dl:;"RE\'ENJE HARRISBURG Uarch 22 1971 j 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 Tex Act of 1961, we herewith submit the foll'orNing report: \ ADDRESS \ ACCOUNT NO.OF JOINT,':~~Sav:#2077001 TRUST OR INVESTMENT DEPOSIT _ NAMES ON ACCOUNT Joseph Dorean sr~orORINVESTMENT'--.,....-_ NAME OF REPORTING\.P1ttsbl:.rgl",National Bank FIN ANC IAL INSTITUTI ON ----""'~--_ee_if:l*'Clli::U:irltr!1:-.T.lU£;;EoiIl:fftt-Se-:Q tl:d!':oeere>etrr------ l"lashingtor'J Pa.lSGOl Mrs._Mc.ry Jane Sentipal , DECEASED JOINT DEPOSITOR,Joseph Do~oan.;Sr. TRUSTEE OR INVESTOR -=~=----'------_Box .302 ADDRESS ~_~a_s_b1n__gt_O_li_l._P._.a_._:;'_~5_3_01 _ DATE OF DEATH M_aI'_,_ch_l.3_,,_,_197_"_1 _ SURVIVING DEPOSITOR,.b.'~~Msr;v Jane Sent!-p,alBENEFICIARYORINVESTOR...:.-_ TITLESgnature Platform ASsLstant January ~J 1967 $358.59 Daughter Florence,Pennsylvania /'Co L.IOADDRESS..,:)---'-- RELATIONSHIP TO DECECENT _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED --- IB.ALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $----:._ ~~ /7121 @ Goro -=16.,J S ~~(to-/3 -?J ""(SJ/ TO:MRS.MARY JANE SENTIPAL FLORENCE,PENNSYLVANIA 15040 OFFICIAL NOTICE OF IN:-iER TANCE TAX APPRAISEME~·T .M'lD ASSE~SMENT OF ASSETS NOT SUBJECT'''rO AD~.INISTRAnON Date:March 29,1971 County Washington County File No._ Bureau File No.,~3 -2 F:3/,:l. We have received notice that,~~~~1+t~x..'-.!CL'C..XXXXXXXx.XXXXXXXXXXXXXXXXXXL'CX on ~farch·13 '1971 ,you came into ownership of :ertClin property througn rlW~~'iJ~~ ~LtQmwnmK~{!XIfu'{t\ilO1KW)llIDl,transfer from,JOSEPH DORCAN,S1\.,deceased. RCC-134'(1-69) "COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURE~U OF COUNTY COLLECTIONS INHERITANce TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commornweclth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transfe·ree. The property on which tax is hereby assessed consists of:Jt.Savings Account #2077001,held in the PITTSBURGH NATIONAL BAl\1\,WASHINGTO:~OFFICE,\vASHINGTON,PENNSYLVANIA. In the names of JOSEPH DORCAN SR.or ~·ffiS.:>tARY JA~'E SENTIPAL.Opened, January 3,1967.Balance as of date of death,$,358.59. appraised by the Commonwealth,as of the date of death,~t ~.3_5_8_._5_9 _ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $lllIUX 179..29 10.76 $-------- o If you pay the above amount within three (3)months of the dot)of de1~of the deCf1ent,or on or before une 19 you may deduct a discount of 5%of the amount of tax due,or .•54 o This tax became delinquent,fifteen (15)months aft~r 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 *_ li9__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 ASSESS=D BY:_ (Agent for the Commonwealth) TOTAL AMOUNT DUE APpRAISED Bi';:---~,<.a ~ (Inheritance Tax Appraiser) $10.76 $============= INSTRUCTIONS TO TAXPJ.YERS To insure proper credit to your account this Official Notice must accompany .your payment.Mai lor bring it to: Make checks or money orders payable to: ~.<'5 /0-0102 ~.s:/7?/ g#'$/;/Yf3 court",11U .<:Jt:, WASHiHGlON,PENNA.16~1l\-. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decede'nt for forwarding to the Commonwealth,l.ist below the ,dClte paid,name and address Qf-,the person to w.homc' you made payment,their official title and the a"1 0unt.x:'::..:'~'.';.0 ::....'-....,~••"r",'" ,JI'I""~• Date Paid'Name and Address of Pay.ee ..,-~,-', Amount.Paid ..~...,',....:·.Ii:...•·.:,·"!,••'..··,I.~,'Ii>' 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 value of the property in the computation of tax due.If any such expenditures meet all of the three followi'ng tests,it ,is ~ecommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debtsclaimed 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,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) COUNTY Of _ I,hereby certify that the foregoing i.s a:iust and true statement of funeral expenses and other debts of the decedent,.,for which I was legally responsible and which I did payout <?f 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__. 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 I have allowed deductions listed above in the total amount of $--------0 Date of Approval:_ Register of Wills I ~j,;,~:<,. Fonn RCG-2 COMMONWEALTH·OF PENNSYLVANIA DATE ..........April..5,.....1971.................................DEPARTMENT OII.BEVENUE iRESIDENTINHER[TA..~CETAX Washington &URi'AU OF COUNTY COLLECTIONS COUNTY ................................................................................................ HARRISBURG.PENNA.17127 APPRAISEMEl'"T FILE NO......§?:?~:?..?..~_................................................. Whereas,······················Jos.eph...Dep.can,....s.r...................................................................late of ....................~~~§.lJ~ngt..9.l.1...................................................... in the County of .................................Washington..................................................................Commonwealth of Pennsylvania,having died on I the ...................................J.:J.:!?h...............................................day of ..................!Y§.r.gh..........................................19.....7),seized and possessed of an estateI I of Pennsylvania;I subject to Inheritance Tax under the laws of the Commonwealtl: ~"':""-..'......;-~ Therefore,I,FRANOES LEO an appraiser duly appointed according to law,....................................................................................................................................., having been designated to make a fair and conscionable apprs.isement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out cf said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred ir.possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth herc~by expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ Jt.,Sabinlls Account #2CY77001 held in the PITTS3URC"H NATIONAL Bt.NK I WASHINGTON OFFICE,vIAS HINGTON,PENNSYLVANIA.In tre names of JOSEPH DORCAN SR.OR MRS.MARY JANE SENTIPAL.Oper.ed 1-3-67. B.:llance as of date of de.:lt.lh,$'ViA I)q ~t>R It>Q I I I ., I - 1 ronn~~v~~hbl~:::~:sw<>rl1a~.~a~o~~~;~~~~~?;:?~£ Appr8lser ..............."..........,.....................................................................................................................................J-(Number and Str~et).......................................2J_~........................,Penna. (Post Oft! ..W~$.hingto.n .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..c:r.9.l3..E:lPh...Pc>.:r..~gp~$.:r.!!. Deceased. Late of .wa.:~1:l.:i.r.lgt..<>.l}. Date of Death,J~+.J..~.7+. Appraisemel!t Docket Vol.,. Page,.No..2?.~7.:I,~J..9?;. Filed in Register's Office,~.?:.~~?19 ?.~ Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement,. Appeal f"om Appraisement,. Entered and charged,..... : ~. ~