The URL can be used to link to this page

Home My WebLink AboutOC1971-0524 - ESTATE OF GORBYRCC-134 (1·69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF.RE,VENV£ BUREAU OF CotJNTY ~LECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: MARl C,HOUGH R,D. 113 Date: ----IMYS!(fw---.:.1H14n..,+J19-F17q..1----- Coun ty _----JWII.IA~Loo;S:u::11uiN.uur....LJTOUJH~~.-_____ _ County File No. _________ _ Bureau File No. fe J-7) ... S :J.1 We have received notice that, ~XiXKXXXXXXXXXXXXUXmXXmxxm:rxxxxxxxmxxxxx on April 28; 19.7L, you came into ownership of certain property through ~XJix!liaXX DBicufDxmtimXBUDDix Transfer from VIOLA B.GORBY, Deceased. . Under the Inheritance and Estate Tax Laws of the Commonwealth 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,Hald Bank Aeeeuat 11 93-4 80419'-hel-d :In the PITTSBURGH NATIONAL BANK, WASHINGTON,PENHSYLVANIA, In the names ot VIOLA B,GORBY appraised by the Commonwealth, as of the date of death, at $ 1 ,177.'14 50 % of this amou.nt is taxable at the rate of 6 % 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 JulT 28, 19 7'1 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 the rate of 6% per annum untH paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ --~s~,gssg..a.,~;PQu.-__ $-------------- 35.]3 ---_j.!/7---- 35.33 $======== APPRAISED BY: h<>fc?J;c>e-cv ~-A::o l.~'"' 11 J;. {lnheritanc~ ax ~ppraiser) ASSESSED BY: _____________ _ {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: r~ JJ$k 1/Wj d-1 !9?/ flu# J3 /1~ 7,J To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: A\ithl , .... . _ COURT 110.-~t WASHINGTON, PENNA. 153\H 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 pai.d, name and address ·of-t.he person· to whom you made payment, their offic ia I title and the_ amount. . ·J ::. '".;,. " . "' Date Paid Name and Address of Payee Official Title Amount Pa{d 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 du.e,: lf.qny such expenditures meet all of the three following tests, it is recommended that you itemize the payment~ 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 paym~nt, 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 requ ~red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _____________ _ I, hereby certify that the foregoing is a just a.nd true statem~nt 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 Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$ ---------o Date of Approval: ______________ __ Register of Wills COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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 __ P_i_\_te_bUJi___;;g:;_h_N_a_ti_o_na_l ___ S.,~k------- ADDRESS 6 South ~'ain Street Washington. Pa.. 15301 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_S)o-::...__.:.4-80_· ;...:..4..::..:1:..:..96..::....· ---------- NAMES ON ACCOUNT OR INVESTMENT Viole 8. Gorby or tt~rr G. Hough DE~~~~~~~~~~~J:S~~~0-~_·_1o_h_B_._eo_r~~--------------- ADDRESS ________ R_._D_._0~3~_~4_s~h~1ng~t~on~,~Pa~·~15~3~0~l _____ __ DATE OF DEATH April 28, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Mary G. Hough -----~--------------- ADDRESS ________ a_._n_._H_:3_W_a_e_hi_n...:...gt_o_n...:...,_P_a_. _1...:...5.:_30_1 ____ _ RELATIONSHIP TO DECEDENT Daughter DATE DEPOSIT OR INVESTMEN-T----------------- WAS ESTABLISHED l>tarch 17, 1965 BALANCE, INCLUDING INTEREST DUE,ATDATEOFDEATH$ ___ 1,_1_77_._74_· ______________ __ J COMMONWEALTH OF PENNSYLVANIA DEP.ARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) M~ 5 1971 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 Pittablu•fJ'l U~tional Sunk Fl NANC IAL IN STI TU Tl ON ---~be-· -=r)'='ou~:thn::~Ir.!":,,Ul.l~"'l~l.-;~:ro:' <tre=e;;:;t:-------- ADDRESS _______________ w_~_lQ_n_~ __ ·o_n$~·-P_a_._l_530 __ l ______ ___ ACCOUNT NO. OF JOINT, Savings #2000lll TRUST OR INVESTMENT DEPOSIT __ ___, ____________ _ NAMES ON ACCOUNT Mrs. viola .G. Gorb;r OR INVESTMENT __________________________________ ___ DECEASED JOINT DEPOSITOR, Ml·s~ Viol.4 B~ Gorb;y TRUSTEEORINVESTOR------~~~.-------------------th u. liJ ADDRESS ______________ w_a_~ __ ~ __ n_,_r_a_._l_·S._30_l __________ ___ April 28, 1971 DATE OF DEATH _________________________________ __ SURVIVING DEPOSITOR, Mrs. Mary ·a~ Hmagh BENEFICIARY OR INVESTOR-----;;~~ • .....;:z~.--:og~:;r---------------- Waahinston., Pa. 1)301 ADDRESS ______________________________________ _ Daughter RELATIONSHIP TO DECEDENT __ =-=----=---==-~=---------- DATE DEPOSIT OR INVESTMENT J.it:irch 17, 1965 WAS ESTABLISHED -------------------------------- BALANCE, INCLUDING INTEREST &2.,942.72 DUE,ATDATEOFDEATH$ _________________ _ ..._./ /.'" -~ .:A J~11P'4I£i~~::. Signature TITLE Platform Assietant ' \ ,l ., . i'· ' '•. i. ''l I '· ··RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF.REVENU.E BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO: MRS.MARY G,HOJIGH R.D.#'J OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date: -~...l'!lM~a,~147-r, 1~947+1------ County _...JWIUAii:SH~Hu.T.uNufl.:.LITOUJNill.,_ ______ _ II WASijiNG'l'QN, PENNSD.VANTA , County File No. __________ , Bureau File No. (o J -? f -: <L:2 i :~ ' . We have received notice that,B.,'"{O{XiX)'~XXXI.XXXXXXXXX.XXXXX:XXXUlXXXXXXXXXXXl.X:XlXY_._UXX' on April 28, 19.7L, you came into ownership of certain property through Transfer trom MRS. VIOLA B. GORBY,Deceased, J Under the Inheritance and Estate Tax Laws of the Commonwealth 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,Held Savings Account #2060111 held 1na the Pl'l'TSBURQH NATIONAL BANK,WASHINGTON,PENNSYLVANIA. In the names of MRS.VIOI.A B·C'.oBBI and MRS.MARY G.HOUCH, Opened March 171 1965, Balance as ot dat.e of death,$21942.72 ( -------------------------------------------!! ---------------------------------------------------~~-----. appraised by the Commonwealth, as of the date of death, at $ 2.942,72 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 July 28, 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 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 the .rate of 6% per annum unti I paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT $--~~~,4~7u1~·~36~----- 8B,28 ---..J.....4.1 ____ _ $ ==-_:_~'SSt?= .• ~2S~== AMENDED ASSESSMENT , u $-------:·. ----------' r . ~'~ •' 1 i ----------_, $ -================== APPRAISED BY: d.a& ... A&&-a~-<'·jJ-*1-?z-$. ASSESSED BY=-------------- (Inheritance Tax Appraiser) (Agent for the Commonwealth) ;.1 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: A-u a:. .. I • \) ,. : 1 .• :c o, .. hl,.l, ..... r-._,,, COURT HOLISE WASHINGTON, PENNA. 15301 If you have already paid this tax to an executor, admin,istrato.r, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list belo~ the date paid, n<!me and address of.the person to w.hom you made payment, their official title and the amount. · : ' . Date Paid 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 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 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 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 a 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 Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: ______________ _ Register of Wills , . • Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... J:f.~Y ...... ~.?. .. , ........ J.::.~ .. 7.J ................................. . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ... JY.AS..HlNG.T. .. O~.t ................................... . FILE NO ........ ..§..~.: .. ?..1.:.?. .. ?..~ ...................................... . Whereas, ......................................... MRS. .. , ..... .Y.l..O.LA. ... .l.L ...... G:.OR.B.X.. ........................... late of .............................. WA$..HJ.N.G.T..QN. .................................... . in the County of 'vASHINGTQN Commonwealth of Pennsylvania having died on ···························································· ... ....... .... ............................................. • the ....................................... ?..~.~.h ....................................... day of ...................... ~P.E.~! .................................... 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 Aaset Values Made for Inheritance Tax Purpoaes $ Jt. Held Savings Account #2060111 held in the PITTSBURGH NATIONOL BANK, \vASHINTON OFFICE, WASHINGTON, PENNSYLVANIA In the names of MRS. VIOLA B. GORBY AND MRS. HARY GOO UGH Opened 3-17-65. Balance as of date of death, $2,942.72 2,942 72 Ti-Held Savine:s Account #83 4-804196 held in the PITTSBURGH NATIONAL BANK. \vASHINGTON OFFICE, 1vASHINGTON PENNSYLVANIA. XX In the names of VIOLA B. GORBY OR MARY B. HOUGH. Opened 3-17-65. Balance as of date of death. $1.177.74 1.177 74 fonn~~vi.;:fh~: ::~i:w()l"(l ~CC()r~~~· ~.~ o~re~~~;7:5:;~i~;:t~; 7!~ Appraiser ······································································································· ·························································· fd~. Penna. (Post ee) I lvASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................... VIOLA. ... B ....... GORBY ................................. .. Deceased. Late of lvASHINGTON ····•······· ·············································· Date of Death, 4-28-71 AppraisemeHt Docket Vol., Page, No. 63-71-524 ················································ Filed in Register's Office, ..... N.Cl:.Y ..... ~.~ ......... 19 .. 7J. Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged,