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Home My WebLink AboutOC1971-0516 - ESTATE OF RUSSELLI ~ ' r.. PEiolHSV L VANIA DEPARTIAEHT Of REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF.tNHERITAHCE.TAX APPRAISEMENT AND ASSE'SSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: MAJIDE RlJSSEI.T. OR BERNARD RUSQEll BOX 24, RICWUVTT IF'' PENNSYLVANIA 15J58 Dote: Ma~ 101 1971 County WAE.HIMG'L'ON County File No . ...3 F' -:/7 oZ.-7 Bureau File No. C: J · ? / -.S:C ,_1 Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable' and the liability for the payment of the inhentonce tax due is imposed upon you, as tronsf~ree. • The property on which tax is .hereby assessed consists of: Jt.Wela Sa"'iftge AeeeWt=t. #208 &lee a ~, Checking Account /120...00899 bel d in +be GAU ATTN NATIONAl. BANK, RTCHEyYIIJE OFFICE, ·;; . . ·~ BICH.EYVII IE, PF,NNSYI.VANTA IN the names of .TESS RIISfiET.T. OR MAIIDE BliSSEIJ. OR BE:RNARD RJJSSEJ.I~~J Opened on Oct.nher 9,1968. RaJ ance as of date of death, $6370.4.4 \'i]l appraised by the Commonwealth, as of the date of death, a't S 6370.1J.a, . 1/3% of this amount is taxable at the rote of. 6 % , DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount w1tiun three (3) months of the date of death of the decedent, or on or . , before . Jul 7 19. 19 71 you may deduct a discount of 5% of the amount of tax due, or .~"\. .... -~. ~.. ~to_,~-~ 0 This tax became delinquent, fifteen (15) months after the qate of death and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum i,s also due as of*------ l9 __ in the amount of /If the. ~~x i~ not paid by the above date additional .~ ' interest is due at the rate of 6% per. annum until paid $ ORIGINAL ASSESSMENT $ -...;J2q.;12~3ha~4Sg.._--- ------~--- 127.41 AMENDED ASSESSMENT $ ~/;(]a-.~ -· ~ ~ 9..: ..75' ./' 'I . ~ ----------- $ _-:_-.-. --------------TOTAL AMOUNT DUE APPRAISED BY: ~£4.'4..&-e· 71). (Inheritance Tax Appraiser) ASSESSED BY: (Agent for the Commoowealth} INSTRUCTIONS TO TAXPAYERS ' i Make chec~s or money orders payable to: I J.) _ .. .._......_... ~-. To insure pro·,~t• credit to your account this OH.ciol Not.ce must accompany , your payment Mai1 or bring it to: . ' .• 'Ru0-lll /t!tt~ ·-·· ~-. ..... , . u .• T:tE ... o.,.rj,. ~~" ... '· .!\ . ~ ..... COURT HOuSE WASHINGTON, PENNA. 15301. -. id this tax to an executor, adminisrfat~, attorney or other personal ,.n,r~~t!ll:l!!n1t.ttll!llil1 de;cij·fi~Jtoo~lfat~d·ing to the Commonwealth, list below t~ ~~paid .. nome and address lhei r offic ia I title .and th., amotJnt. · · f' 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 othtr 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 suc.h fxpenditures meet all of the three following tests, it is recommended that you itemize the payments below, f execute the affidavit, and return this notice. The Register of Wills will exam~ne 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,_ ond 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~Obligatj.pn Amount Paid .,..,"";}~J ,,~ it J.L. -'· .JI1~ ~.L. .... .a1?M-. " J!J~~ , .1'. ~.L.r., /Yt; J4.n 9 . .3S , 11» ... Yl.,1 --~~A.,{. 'l+J-. I . .:L 1~/ ..... 1.. z-.., « JJ •.... ~1 ~~~~ , . d' ~ .. g , ~-~ ~-/f'll A .r~. ....Yk.Jt'A ~A ~2/--~. /.,~ "~· I. / _S_o-ocr J / .., / ~ ~ .. "" f/P7/ 7<2-·"'~-h _,; ~.I. ....... _.,/ .... :?"'.....-... ...,/ /A J"i. n1.("."'"" ~ A. _/ 1L / P/LMJ /,:JjJ'f/ ~ L. ..,/.b 0.-. £i~ ..vb --. .:tls: oo . ../ / - 171'd>.'-' ~-/Y"'· /7//~-h~ ~/-, J .AI'~ /~ £.. _;~-bflA~-~.;~ y,P ./ £ ·p-/ IJ,-_ P./?71 l/11 H£. ;/f"'~ ,k, ;::;T-/. · f/:.. 0· 00 L. ..../ / ·t-- TOTAL $~c/l9J~ (attach separate sheet if required) COMMONWEALTH OF PENNSYLV ANtA) I, hereby certify that the foregoing is a just and true stateme1"t of funeral expenses en other debts of the decedent, , for which I was legally .responsible and which t did pay out of the property herein taxed. I further certify, that to tlhe ~· ·.·. best bf my knowledtt amd b.l.ef, these same debts will not be claimed by any other person, for inheritance tax purposes. · .. SWQB.Ij AND SUBSCRIBED BEFORE ME THIS ,ria ~ .. · 1921_. DAYOF ·~&-ti Signature of T c:ixpoyer REPORT OF REGISTER OF WILLS '~~ l,,th~·!lndersigned, duly elected Register of Wills in and for the above county, do respectfully report -that I :: hGvt(CI!towed deductions listed above in the total amount of S • Dat~~ .. ~~oval: ___________ _ s ·-~--~-·· Fonn RCC-2 j DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INH~I~CE TAX APPRAISEMENT DATE ................ }f.~Y. ...... ~.9. .. ! ...... .1.~ .. ?.! ...... . COUNTY .................. ~~~.~.?..~.~.€;.~ .. ~?. ....... .. FILE NO .................... ~} .. :.?..~.: .. ?..~ .. ?. ......................... .. Whereas, ................ J. .. ~.~ .. ~ ..... RP.:.~.~.~.11 .................................................................................. late of ............................ g:t .. c.:h.~.YY.!JJ.~ .................................... . in the County of .................. l.V.~.~-~·~·~·~·~.?..~ ............................................................................ Commonwealth of Pennsylvania, having died on the ............................... 1.9. .... th ......................................... day of .............. 1.\PT~:J:........................................... 19 ... !..;t seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................ F..r..a.:n.G.~.~ ...... L.~.9 ......................................................................... , 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. Description of Asset JT. HELD Jt. Held Savings Account #208 also a checking Account #20-00899 held in the GALLATIN NATIONAL BANK RICHEYVILLE OFFICK~ RICHEYVILLE PENNSYLVANIA. In the ~ames of JESS RUSSELL OR MATTTIF. RITSSF:l.T OR RRRNARn _RllSSELI _On_ened . October 9, 1968. Balance as of date of death, Unit Values $ Appraisement Made for Inheritance Tax Purposes I ----------~$6~3u7~0£.4I4~·~------~(0n~e=-~h~a~l~f_t~a~x~a~b~le~:)~-----------+----~--~2~.1~2~~~~4~~RL --------------------------------------------------------------------r-----~r------------ I ~----------------------------------------------------------------------~-------H----------+---~ Total 2.123 48 ESTATE INSOLVENT form:!;v~~h ~: !:~:.wO<Jl ~:?~~·~· ~; o~~~~:::::~P.~" =·~>~!?~ Appraiser ZZ'~~;·····································;~:~. "' 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .J.~~.$.. RUSSELL Deceased. Late of RICHEYVILLE Date of Death, ..... AP..:r..:i.J .... J.~ .. ! .. J~ . .Tl. ................. .. Appraise1nel!f Docket Vol., Page, 63-71-516 Filed in Register's Office, ...... N~Y ..... ~.9 ........ 19 ... !.~ Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'cnn Appraisement, Entered and cluJrged, •· t' • ~ , ~ r•