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Home My WebLink AboutOC1971-0517 - ESTATE OF BALL. .. (_ 3 -71-S/ 7j COMMONWEALTH OF PENNSYLVANIA co aZfce1~ 'P DEPARTMENT OF REVENUE fiNrs:. :tlf:A r,f(l ,, HARRISBUR(i 1 Cl)j't.~ Or i/411(( " -l~r.r,o,,s R C C-43 (5-65) NOTE: T0 BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania D~ar Sir: 2 "1 f1l '11 we herewith submit the following report: . J_/ Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, j NAME OF REPORTING First National Dank & 'l'ru.st Co. V ~ FINANCIAL INSTITUTION Washington•. Pa. . (1 ~~~r=o=ae=r~-i~e~k=to~wn=.~.~a-r-r~ic~e~.~--------------~ ~~~~~-.~-~-~E-~-T-~-~-~-,-DE-:-:-:-:-•_r~i~o-:~;_o_?_~--:··_·~-~P~a-·~~-·1:'=3-3~3-·~~~~~~~--~~~-~D NAMES ON ACCOUNT Me.ude Ball. or Vt:r&lnia Crow ORINVESTMENT · · · · · · ·. DECEASED JOINT DEPOSITOR, r.1aude Biidl TRUSTEEORINVESTOR ______ ·--------------------------- ADDRESS 2111 East Maiden St. 1 tfa,s~totl, Pa. 1S30l 1, DATEOFDEATH ___ M_a_rc_h __ l_7_•·_l_97_··.·_l ______________________ __ SURVIVING DEPOSITOR, V1 · BENEFICIARY OR INVESTOR .·. ~gUll&· Crow ---------------------------------R. D, 1, Daisytown, Pa. ADDRESS __________________________________________ __ RELATIONSHIP TO DECEDENT __ D .... aug __ h_t_e_r _________________ _ DATE ~:t~~i~~~~~~~~STMENJ\ugust ·l.s, 196). BALANCE, INCLUDING INTEREST 1-?Sl 73 . DUE, AT DATE OF DEATH $ _____ ,_..;....· __ •·-------------------- . , I . / /_. .. A set·. ·cashier · ------------~--------Signature TITLE I RCC· 1,"tzl ( ~691 ,._ COMMONV!EAL.TH OF PENNSYLVANIA DE~AihME~n OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ·oFFICIAL NOTICE OF INHERITANCE .TAX . APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: -~V~mG--'-lN'-'-JA--'· _C'-'-RO=· ~-'-tl ______ _ Date: Me;':M 2.6~ 1971 R .. D. J. County washitlgt.QD County File No . ..3 'i?-/ 7;1 -ff Bureau File No. t 1-V-...:;,-/ 7 ~e have received notice that~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ &r¢h l!l 19_71_, you came into ownership of certain property through rj,."~~~~rnt~m.=m~bot;u; ··· · · ·· ·· · • tJ>anster t:rom W\.UPE BAtt1. De~~~d* · Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such trarnsfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. I The property on which tax is hereby assessed consists· of: Jtlli Held Sa:'rl.nge Acernmb 1111779 hf)ld ~ tbe FXRST NATIONAL BANK & TRUST COl-iPANY, FREDERICKTOWN OFFICE, FREDERICKTOVJN~ ?Er®En.vAN!A. appraised by the Commonwealth, as of the date of death, at $ · · 1,751.73 50· %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 0 If you pay the above amount within three (3) month~ of the daYt of ~th of the de,s..edent, or on or .. . before · ~ 1.1 19 "(+, you may deduct a discount of 5% of the amount of tax due, or 0 This tax became definquent, fifteen (15) months after 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* _____ _ l9 __ 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 TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT - ----.2..t:.'l ____ _ .. -.~. 'k -.--------- $ $ ============ ASSESSED BY: _____________ _ -(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: CUUa1T r;O -i.J~ \~iASHI:~GTuN. PEN~~A. 1. .. 3 .. ~ '' -----------------------------------------------------, If you have already pail this t~x -to an executor, administrator, a-ttorney· or other personal representative,.;ohthe decedent for forwarding to the Commonwealth, list below the date pai.d, name and a~dress of the perj~,n.,tQ, whom you made payment, their official title and the a'm_ount.-'-•' ' \. \ ' -. ?" i. •••. Date Paid Name and Address of Payee Official Title '" 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 _9ny such expenditures meet all of the three following tests, it is reco~mended 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 l>e 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) SS: COUNTY Of ________ ) I, hereby certify that the foregoing is ci 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 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 __ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected R~gister of Wills in and for the above county, do respe~tfully report that I have allowed deductions listed above in the total amount of $ --------.. Date of Approval: ______________ _ Register of Wills : ... Name and Address of Payee Official Title Undef certain circumstances, if, after the date of death of the decedent, you p:ersonally paid funeral expense~ 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 thr.ee following tests, it is recommended that you itemize the payments be.lqw, 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: l -You were persOflatfy leg-oHy u~spoosible for these debts, and 2 -You actually paid these debts out of the account or property described above and can furnjsh 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 dec~dent,handling the administration of the general estate of the decedent or any other transferee. separate sheet if required COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: __ ..:.:.W=a.::::sh~.i::.:n:Q.gt~o:;.:;n:,__ __ ) <f .• ' ~ I, Virginia Crow hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, Maude Ball , for which I was I ... Uy responsible and which I did pay out of the property herein taxed. I further certify, that to the best ef,.., km:lwledge and belief, these some debts wi II not be claimed by any other person, for inheritance to.x putpoMt. . ..... . \: .. . '41Jiltit" .. *t1 co .. Pa. · REPORT OF REGISTER OF WILLS Exp,irtl · ~~ . . I, the undersigned, duly elected Register of Wills in and for the above counft, do respectfully report that I hove allowed deductions listed above in the total amount of $ --------· Date of Approval: _____________ _ s •. ... -Form Rcc....: 2 DATE May 20, 1971 DEPARTMENT OF REVENUE COUNTY ........ ~~~--~-~-~.!?:g.~-~-:!]: ............... . •· . BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO •.............. § .. ~.:: .. ?I..::.?.!..? .................................. . Whereas, .................................. M.~.Y.-.4.~ .. J?.~.l.l .......................................................................... late of .................................... J:V.ashingt.o.n ............................... . in the County of ............................... ~(<1..~.~-~-~g~.Q.P: .............................................................. Commonwealth of Pennsylvania, having died on the ...................... J?. ..... ~.h ................................................. day of .............. .M~.:r.~b. ........................................... 19 .... .71, .seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................. f..:r..~n.~.~ . .$. ...... !&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 th h f II T d rf t t t f . d t t h b fil th f ll t e cas va ue o a annul 1es an 1 e es a es growmg ou 0 sal es a e, ere y e e 0 owmg appra1semen : 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 Vmlues Made for Inheritance Tax Purpoaes $ JT. HELD Jt. Held Savings Account #4779, hled in the FIRST NATIONAL BANK & TRUST COMPAI\TY, FREDERICKTmvN OFFICE. FREDERICKTOWN_._ PENNSYLVANIA Tn t:hP. n:lmP.~ nf M:lllnP. Ball or V:ir,ginia Crow. O_j.')_ened, 8-15-63. Ba 1 an c e :l ~ n f n :l t-P. n f n P. :l 1-'h ;:)$1 • 7 51 • 7 3 • (One-half Taxable) 875 87 Total 875 ~7 Estate Insolvent fonn:·:~h t;:: ~:~:.w0<"11 a~g~~: ~.~ 0~·~~~ ~t'~:~:~=i~;~=~~·~~n ~ Appraiser 2'7 ......... ·············································· /: ~ • mber and Street) Penna . ·x.:.:. ............ L; ........................ ~ ............. ............................... , (Post Offiee) I I 'fAS.lllNG.TQN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Ht\.Y..P~ .... ~AI...~ .............. . Late of \vASHINGTON Date of Death, Appraisenzel!t Docket Vol., Deceased. Page, No. .6 .. 3..~.zl..~.s.l.7 ........ . Filed in Register's Office, ........ .May ..... 2.0 ....... 19 .... 7l Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, .. ,