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Home My WebLink AboutOC1971-0390 - ESTATE OF DIXON'eRC C-43 (4-69) COMMONWEALTH OF PEtiNSYLVANI ~ DEPARTMENT OF REVENUE HARRISBURC JMU417 is Ift11,y 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,Pennsylvanil3 Inheritance and Estate Tax Act of 1961, we herewith submit the,following report:' NAME OF REPORTING FI NANCIAL INSTI TUTION _----:.:r.i.::es::.:t:.::o.::.:rn:.:.....:.Po~n=ana=A.l!!...:!lti~at.=.'..l!!l1!...:B::!'AAk2lllL _ DECEASED JOINT DEPOSITOR,Halo 01:0' TRUSTEE OR INVESTOR n,n ~~8'tEJDNTY Box 289.R!\f2,lkmongaba14,1'8.1506) ADDRESS Fourth &Main at.,JlQno~a"elaJ!Pn_1!i)63 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_--==8a=..::v..::::::ift::.t;:f!~d..l!:aee!!l:!!:='mm:~~tlL..:L'·......3iD1i1:6S~8u'i.....-,;._ NAMES ON ACCOUNT OR INVESTMENT aruco or Helen D1xc:r.:l .\ DATE OF DEATH --:.;1...;;....1l:.;:·~...1:.:;:1~----'_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR_B:'w.1_,_G_D_1_·XO!\_'_'_ ADDRESS Box 289,DAf2,Monona_1a,Pa.1)063 RELATIONSHIP TO DECEDENT_Son_,_,_ DATE DEPOSIT OR INVESTMENT~£AWASESTABLISHED_3_,,-_.2.1_,""V7---:v:--.;..._ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $.,.::;Sl;.;;;;.O,:;.;:.;.;:;;2h=-_ RCC-134 (1-6,9)...'I>'COMMCNWEA~THOI;f'ENNSXLVANIA. DEPARTMENT OF R'EVENUE •BUREA~OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE,TAX APPRAISEMENT t.ND JiSSESSMENT OF ASSETS NOT SUBJECT .TO ADMINISTRATION TO:-_Bj,;l,lU:l,l,Il/.lJC"""E.....IDJ.J.I.A.XOUl}\Ill-,L-_ EQX 289 R.D.2 Jate:_--KJJan~,',uualli!':&r:yJ...-!2....5~,'-*1W.L.r:.=1~_ County __t£:l"JwAf;..uH~TI...LNwGu.'T'JoIO.lll.N _ County File No._ Bureau File No.03 -//-3/0_ w~have received notice that,~x::xxnmX:nTaXXxXXXXXXXXXxxxX'.{jcxxxxxxxmxxx onJan~Py11 19-n,you ca,me into ownership of certain property through ~1OOQOO{ "m~"transfer from IfrLEN-DIXON,Deceased. U.der the Inheritance and Estate Tax Laws of the Ccmmonwealth of Pe-nnsylvania such transfers are taxable and the liability for the paym'ent of the inheritance tax cue i5 impos,ed up.)n you,as transferee. The property on which tax is hereby assessed consi,s's of~.It.$m;ngs account 113658.3 held in the ~S~WI P'U'~ISYIJJUIn li!A'tIONAI·Bnill{~1,~ONmJ(.AHET,A OFFICE,NONONGt\Hfi';LA,PENNSYL71UUA.In the names of BRUCE OR I:IEI..EN nIX01I.Openec J..::Ol-69.Balance (:)5 of date of death, appraised by the Commonwealth,as of the date of death.at $__.;,.l5.,.),l,tQ.....2I01J...1 _ -100-.%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 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before AfriJ 11 19 71 you may deduct a discount 0 5%of the amount of tax due,or . D.Tlis tax became delinquent,fifteen (15)months a=ter the dote of death and,in addition to the tox,statutory il1te~est at the rate of 6%of the tex per annum is also dlJe as of*_ D __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 unti I pJid TOTAL AMOUNT DUE $ 5 __.....5u.1J.jO""'.?iO,J.l.,..,_ 30.01 ____~.2?_ $---------- $-================= APPR'AI SED BY:-~l.4-.,IL-~~1d'Z:::~'+--ASSESSED BY:~_ (Asent for the COi1lmonwealtlT) INSTRUCTIONS Te TAXPAYERS ,Make checks or money orders payable to:To nsure proper credit to your account this Official Notice must accompany you;-payment.Moil or bring it to: COUin J·iDJ ~L:. 1RASHINGTOt~,PeNI~A.H>3J,~ .--'. 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 paid,name and address 9Lthe p.erso~'l1owh·om you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount Paid ::.1 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 ~f 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: 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 persona I representative of the decedent handl ing the admin istrationof the generol estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Ob!/igation Amount Paid TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANI·A) COUNTY Of _ SS: 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 lega IIy responsibl e and wh ich I did payout of the property herei 11 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 $--------e Date of Approval:_ Register of Wills :'..:::.....~,;.,'." Fonn RCC-2 DEi"ARTMENT"OF R£\:ENUE BuREAli OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF'PENNSYLVANIA RESIDENT I~HERITANCE TAX APPR.AISE~ENT DATE ,,,,,,,,,.,,Apr.,~J,,,,,,!,?,,,,,,,,,,,!,,??..!,,,,,,,..,,,"" COUNTY ,,,,,,,,If.l.,~,h,~.~g,t..QP:,,,,..,,,,,,,.,,.,,,...,,",.. FILE NO,""2,.3..::"7..1::.3..Q"Q """""",,.,,., ~fonongahelalateof ................._z~._._.~~t=. Appraiser Helen Dixon.Whereas,...................................................................................................,...............................,.................................................................................................. in th County of .......................................w..~.~.h.i..ngt..Q.n .....................................................Commonwealth of Pennsylvania,having died on the ................................~±.~y~.~.~.4..............................day of ....."..........}~~.~.~.~Y................................19.....?J,seized and possessed of an estate subj ~ct to Inheritance Tax under the laws of the Commonw~alth of Pen:lsylvania; Therefore,I,........................................·F·rane·es....·Lee..·.........................................,an apJraiser 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 (If said estatE,hereby file the following appraisement: [n the event that any future interest in this estate Is transfe'red in possession or ~njoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly r':!Serves the right to appraise andi assess transfer inhert-..ance taxes at the lawful collateral rate on any such future IntereEt... Unit AppraisementDescriptionofAssetValuesMadeforInh~rltancaTaxPurpoles $ J-SavinQ's account #36583 held in ~he WESTERN PENNSYLVANIA NATIONAL BANK,HONONGAHELA OFFICE,HONONGAHE iL'ATI PENNSYLVANIA.In the names of BRUCE OF HELEN DIXON. Opened 3-21-69.Balance as of date of death,$510.24 510 24 I II I I , I I ! I I , Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con- f.)rmity with law on this ......................./~...day of ............................................~...................................................1.ZL ~ j.(Number and Stroe.t)........................................0,~.!~;:Z[;·.:-...,:?~?,Penna............-~..(P;t..~.___- ........J~c:l,~hJ:rl,gt.()rt..............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Helen Dixon Deceased. Late of Monongahela..................................,,. Date of Death,l~Jl~.7J . Appraisemel!t Docket Vol.,. Page,.i'.lu.n,-71-,190 Filed in Register's Office,~.p..~~~~..~J9 71 Amount of tax due,$. DEPARTMENT OF REVENUE Received. Examined and Approved,. Wrote abo.ut Appmisement,. Appeal fl"om Appraisement,. Entered and charged,. ".," :.