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Home My WebLink AboutOC1971-0518 - ESTATE OF MCMONAGLERCC· 134 { 1·69) · -COMMONWEALTH 'oF' PENNSYLVANIA DEPA~TMEM..T,pF REVENUE BUREAU OF CoUNTY COLLECTIONS INHt:RITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMEtH AN Dr ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: QEN'ii'.VTTi:JrE 'HTT.T.TAMS SIX'l'H STREET Date.: -.....e)~La'i!J?!:.....,l:b;7h1r-:bl9!7"W-:Jlb-------- County _....Jtw•JA;~,~,·S,~.,~,'HJ.OIN~Gu.T..~.~O:.uN _______ _ County File No. 3 f?-I z;t_-3 Bureau File No. ?J-V--..5/ Y We have received notice that ,~I'If'SuX'JlOj:ID\ttooc~em'M.YMJcxxxxxYXXXXXXXXX:WXXYXXXXIXXXXX~..XX on }~ 7 . 19.:zL, you came into ownership of certain property through Xiltllblt~~ ~~x-c.,m,~~~· transfer from \·JILLIAM Mcl10NAGLE, Deceased. Under the Inheritance and Estate Tax Laws of the Co{nmonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: .Jt. Savings Accmmt #11550 held ill the EC 1•lFSTEUl'T PIDNI·ISYLJ7AFlA l-lltTIO~·itLl. JJA~J.K, CAI.:U.'OHlll:U Oii'li'lCE, Cl'.LIFOmUA, Fgr::NS¥1~1/tlHih ln of death, $1 1 850.75 appraised by the Commonwealth, as of the date of death, at $ 11 850.75 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) months of the date of death of the decedent, or on or before A1_1gust 7 19 71 you may deduct a discount of 5% of the amount of tax due, or D This tax became delinquent, 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*----,---- 19 __ in the amount of *If the tax is not paid by the above date additional interest is due at tlie rate of 6% per annum unti I paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT ·$--~9~?~5-~3w8 ____ __ /.Soo.oo .. 55.52 ___ -2.~a---- 55.52 APPRAISED BY: ,s;-" 4u; ~-<--;;,Y&.AJ .0au) ASSESSED BY: _______________ _ (Inheritance Tax Apprd"istr) (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 accollli>any your payment. Mail or bring it to: COURT HOUSE WASHINGTON, PENNA. f530l If you hove already paid this tax to on executor, administrator, attorney or other personal representative of. the decedent for forward in~ to t~e. Co~mo~wealth, list below. t~e da~e, P.~.id, ,~a.~e and addre~s ofthe 'f>ersonlo who.m · you made payment, thetr offtctal tttle and ~he amount1 . ·~ . · ,· · · ·. .. · · · · o-·' · · ·, · . . ~-- Dote Paid Nome and Address of Payee · Offidol Title' _ Amount Paid. ,,· Under certain circumstances, if, after the dote 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 cot11putotion of tax:due. · H 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 exo111ine the debts c.laimed and olio~ . 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 o~ministrotion.of the general estate of the decedent or any other transferee:·. · · ·. ' . . . · . SCHEDULE OF DEBTS '~ Date Paid Nome 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 a jul)t and true state.ment 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 some debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ____________________ 19 __ _ Signature of Tax payer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I hove allowed deductions listed above in the total amount of$--------.. Dote of Approval: ______________ _ Register of Wi lis ., ' • R C C•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, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Western Pennsylvania National Bank ' ADDRESS . Third & Liberty, California, Pa.. 1.5419 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT Savinis Account #4550 NAMES ON ACCOUNT OR INVESTMENT ~ Wi)Ham McMone;gJ.e or Genevieve Williams DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR .....~W!.!.:!il~li!:!::am~M~c:!:Mo::.:ne.=c~:gl.~e~---------- " ADDRESS 301 Third .. Street, California, Pa. 15419 DATE OF DEATH May 7• 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR -~Ge~n~e:.!:vi~e:..!v~e...!W!:!:i~ll:!:::i~a.~ms!!.... ________ ~ ADDRESS Sixth Street, California, Pa. 15419 RELATIONSHIP TO DECEDENT____:Da::::::::=\Udl£1:!.!t~er~----------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED August 8* 1964 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ __ ----l:..:z..:...=..z.~--___,..;:~------- ~ .. .~ ~-- Name and Address of Payee Official Title •".\'~"'"'~~tl Amount Paid. .. · ~•n,"""_..~"» ---------__;.,..---··~-ot . . · Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses · 'CJf·other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended' · . u. may qualify as deductions against the gross value of the property in the computation of tax-du~.~"'Jfl.<Qby f'4'lt~"·u.r.•~·, ~v~nditure$ meet all of the three following tests, it is recommended that you iJemize_ t~e payment~~Jow.., exec the affidavit, and return this notice. The Register of Wills wil,l examine the d~bts .. claimed,andtal{~ those which he determines to be proper. The tax will then be recomputed and you will receive on amended q~sessment of tax. · · ... ,, h,,\:1 THE THREE TESTS WHICH MUST BE MET ARE THAT: ~~-You· were personally legally responsible fo~ th.ese debts, and ' . • . .h 'b.; ... .. ..:. '2 ~ You actuaily paid these debts out of the -account or property described obove.and con furnish proof of such payment, if required, and 3. These some debts ore not also claimed, for tax purposes, by on executor, administrator or other personal representative of the de~edent handling the administration of the general,~state of the decedent or any other transferee. · : ... AL Ttl OF PENNSYLVANIA) SS: ~ COUNTY OF 'y.J M L 1 t>=--) . . . :.,, ·1: ;::t:-~ 2J,.,••Hl{:L tv,( J&.J . · . he~eby c~rtify that the foregoing is a just anti true ~;ate~~~~;-;, ~ ~ funeral expenses and other debts of the decedent, ko/Ln.. 'b1'')!:t""'~IL , for whi1ch I . was l•lly re..,onsible and which I did pay out of the property herein taxe. I further certify, that to the ••t •f my knowledge and belief, these some debts will not be claimed by any other person, for inheritance tax pvtpoM5. ~ . , c.! q DAY OF $WORN AND SUBSCRIBED BEFORE ME THIS (\)o ., 1911._. ·~~'~"" Signature of Taxpayer KONrK, Notary Pubtic REPORT OF REGISTER OF WILLS Ia, WagiJington Co., Pa. · . .<f.· •r Commis.slon E,xpires • . • · · .. ,a, tht """"'•fhdt15cluly elected Reg1ster of Wdls rn and for the above county, do respectfully report that I · , tllowed deductions listed above in the total amount of $ • Register of Wills Fonn RCC-2 • c .... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............ H~.Y ..... ~ .. ?. ... 1. ........ !.~.?..! ......... . DEPARTMENT OF REVENUE BUREA.U OF ·coUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ......... ~f.~.~.hJ.P.:g_t..~ .. P.: ............... . FILE NO. ·-·······§..J..:: .. 7..l:: .. ~.J .. e. ............... _ .................... . Whereas, ................................................. Jfi.l+..:i...~.~ ... }~.~-~-1.~.~-~-g!..~ ......................... late of .............................. ~.~~-~.:f..?. . .J::.~~-~-······································ in the County of ................................................. W:~.~.b..:i.ngt..9..P.. ........................................... Commonwealth of Pennsylvania, having died on the ..................................... ~ .. ~.Y~n.t..h .......... i ................ day of ..................... ~~.Y. .............................................. 19 ..... .?..~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LEO 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. Unit Appraisement Description of Asset Values Made for I nherl tance Tax Purposes $ Jt. Savings Account #4550 held in the \vESTERN PENNSYLVANIA NATIONAL BANK, CALIFORNIA OFFICE, CALIFORNIA, PENNSYLVANIA In the names of 1VILLIAM McMONAGLE OR GENEVIEVE WILLIAMS. Opened 8-8-64. Balance as of date of death, $1_,_850.75 1.850 ~5 ' - Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this .......................... <2C....:::i.J day of ~:,Jl/~ :Jf.Z, ·~ .................................................................................................... ..... . ................................................... plumber 1d Street) Penna . ..................................................... 6.U..a...L .... ~ . .................... , (Poat Oftlee) I i WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM Md10NAGLE Deceased. Late of ...................... CAL.I.F..ORN.JA ............................................ . Date of Death, 5-7-71 Appraisemellt Docket Vol. 38 ' ······················································ Page, .... 1.73.~.3. .................. No. . .. .§}.:: .. 7..!.:::-.:?J.~ ..... . Filed in Register's Office, ..... .H~Y ..... 7..~ ......... 19 ...... 7.J Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, '·j • Entered and charged, 1 I l ,. -;~, RCC-tl4 (t-'t•l COMMOMW!At,.fw-~' LVAI'UA D£PART1itlt' o1 RHEHUE BUREAU 0, COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION . TO: GENEVIilllE 1iiLLIA/·!S SIXTH S TR.:~}:r' QAJ.JFOJtl>JJ A, p~., d• • 1 ,, ··nil· I 51 l 9 Date: t~;ay l 7, l 9'71 County 1:ASHINGTON County File No. _J ?··/7,.,l--3 Bu~eau File No.£ ... ../-· ?/ ---5"'/ ;I We have received notice that,~.tUY~..XX:.XXXXX:XX.\XXXXXXXXXXXXWXXXXXXXXXXXUXXD came into ownership of certain property through · transfer from \'liLLIAJr. Nclt.ONAGLE, Deceased. ·under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore taxable .... and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. .. -The propertp on which tax is hereby assessed consists of: Jt. Sav:i.nt;s Account #4.550 held in the IX , .'!'' WE$TFRN PWNSU,VANJA NATJQNA!. BAt:F, CA1.1FOF1tQA OFF' ICE, CAT Tf()RNTA, H~l'JlTSYI.V~hi:IA ln .. / ... tho Mft!S of WTI.IJAM McMONAGLE OR GENEVIEVE WTIJ.IAMS. Opened S-8=64. Ba].ance as of. dg.t&--'"""; of death, $1,850.75 --~ appraised by the Commonweafth, as of the date of death, at$ 1,850,75 50 % of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT s --~Z .... 'rf .... r .... .' .... J.-P....,.· . r!i-·-· /, s 00· p C?.i,;..:t~ DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED D£8TS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of tM dote of death of the decedent, or on or 0 before AY&lJSt 7 19 71 you may deduct a discount of 5% ·of the amount of tax due, or This tax become delinquent, 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*~----- 19-in the amount of, *If t~e tax is not paid by the above date additional interest is due at the rate of 6% per annum until paid $ $ 92t;.3( __ _ 55.52 ---_z..2a ___ _ ---------- 55.52 .. . ,_ ___________ ,...., s- . ·, . ...... , ' . "' TOTAL AMOUNT DUE APPRAISED BY: 5 A.,..,...t~ ~ . (Inheritance Tax Apprc:iSef} ASSESSED BY=-------------"""!'1·• ,.-iJ ~i i.;o-1 (Agent for the Commonwealth) ,. ..:.· ;.:1-. INSTRUCTIONS TO TAXPAYERS ~:r: .-...·. ' c Make checks or money orders payable to: To insure proper credit to your accoonr:·-···~~~ this Official Notice MUst accompott'r ·· -;' your payment. Moil or bring it to: "'f·· ........ . i • ' ! t - I 1 ' I 1 I • L .. ,7,._.- lf you have already paid this tax to an executor, administrator, attorney or other personal re1-.,....,_w . ..,..ltfhe decedent forforwarding to the Commonwealth, list below the date paid, name and address of Mlti _..en-to whom you m~de payment, their official title and the amount. :·:::;:-_ . Rate Pgid Name and Address of Payee Official Title Amount Paid : ". r ' Under certain circumstances, if, after the dote 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 •Y such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, exec:ute the affidavit, and return this notice. The Register of Wills will examine thedebts_claimed.and,al~w'!, those which he determines to be proper. The tax will then be recomputed and you will receive an amended . ' assessment of tax. . t~ .. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1'-You were personalfy legally responsible fo~ these debts, and . .. -, . .,4; . ·. 2 • Y.ou actually paid these debts out of the 'Occount or property described above.and.can-furnish proof .~) .. ~ ..... -- of such payment, if required, and ~.,.•,.L . 3-These same debts are not also claimed, for tax purposes, by an executo1r, administrator or other personal representative of the de~edent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS • •·':a Date Paid Nome of Payee Description of Obligation Amount Prud·, ,y· C.le.£~ ... f ~l, .. _.t f-7 ...... ~ ... ~J ....., .J _\oo. ~ ... . - ... .t . --· ~\ \ .lTl. I 1 ~ . /,Y .. 'V/'\ : i ...... ~ ,_...; ..... .. /OJY .............. 9.:-_ "t, Y.?\ .. .~. ~' L '/ ~ Yf'1 ·¢ ~·~, \<"'\ .. ·· ... \-i~ ·' _...., ~ '!' r_l. -~ .. :-~ ' !-· ' [0 v:~~ N ~~~ -.j .. L;£~ \-~ 1L,~~ 7; ~~~ /---.. ~ ., J . '1i \o,\. ,.,~~ ~ ~"' ':""".· ~ -/:,; i \.'A ;···~ /..'/ .~ t : , '-...:..:\,h --(,'0'/ ~ 0) _l....-/ ... . , I.Jo.f?;' .~ TOTAL s ' .. (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF 'v-J :~,,s(., '7, P== ) · .· i, ;j<, 2J,v•\<)I'.A-t_..,,{,a,...,.J .. · hereby c~~tify that the foregoing is a _just and true stote~e~t-:f ~~/l. . funeral expenses end other debts of the decedent, lc/i/1,14.... "h,, ~""'~4. , for which I was teooUJ respo11sible a,.d whicl, I did pay out of the property herein ta11e I further certify, that to the best of my kftowfedge and bel1ef, these some debts will not be claimed by any other person, for inheritance ttl pWpOMS. SWORN.ANO SUBSCRIBED BEFORE ME THIS <!, rq c;.: DAY OF !\~ "1 1911__. ~fi .I ;'I jl ' ! ' ' ;, I Form RCC-2 DATE ........ !l.\ID.~ .... ..4., .... J.97.l ......................... . COUNTY ........... !.f.?:.::J.b:.~.~.<?.!?: ..................... . . .,... J>::.PAR1fMENT OF REVENUE .. " BUREAU OF COUNTY CO~TIONS HARRISBURG, PENN~ 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO ......... 9.?::7.~::.2.~.? .............................................. . Whereas, ..................................... ~Y.~.J):~.~ .. ~.<::.~9.P:9:gJ:.~ .................................................... late of .............. g.~J.:~f.9..:r.l}.~ ............................................................ .. in the County of ................................................ 1£/.ash.in.gt.on .................................................... Commonwealth of Pennsylvania, having died on the .......................................... S..~.Y.~.~~.h ............................. day of ......................... 1:1.?.-.Y. .......................................... 19 ..... 7.+., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... f..RAN.C.ES ..... LEO ....................................................................... , 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoeea $ Jt. Savings Account #4550 held in the 1rJESTERN PENNSYLVANIA NATIONAL BANK. CALIFORNIA OFFICE. CALIFORNIA PENNSYLVANIA. In the _names of vHLLIAM MciviONAGLE OR GENIEVIEVE VV'ILLIA1'1S • Opened 8-8-64. Balance As of dE.te of death, $1,850.75 1,850 75 INSOLVENI' rorm:·:~hb:: :.:n;l)~wr~~: ~~ ::~~~~~·=~~;n~i·~~: ' Appratser ................................................................................................. ..... ~ ................. . ..................................... (Number and Street) ............................................. ~ ....................... ........ .......... . .............................. , Penna . (P Ofllee) I I I I I ! . W..I\?IU.NG':J:'ON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..... Wl.JJ.,JM.1 .. M.cMQNAGLE Deceased. Late of H CALIFORNIA Date of Death, ................... .5::~7.~7.1. ......................................... . Appraisemel!t Docket Vol., .......... 3.8 .................................. . Page, ..... 172-.3 ...................... No ....... ~?.::::?..~::2~.?. ........ .. Filed in Register's Office, ....... ~:y.nt3. .... .4 ............. 19.7l .. . Amount of tax d~te, $ .................................................................... . DEPARTMENT OF REVENUE Received, '"'I •• Exa.mined and Approved, r. i. J>/' Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, '"'" Entered and ch(Jrged, ~ '