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Home My WebLink AboutOC1971-0571 - ESTATE OF KUHNRCC-134 11-69) COMMONWEAJ .. T~I OF"'PENNSYLVANIA D.EPARTMENT OF REVENt;.E BURE~U OF COUNTY COLLECTIONS ... INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: CJ;IARJJt:S C. KJTHN., .rn, Date: -----1Jt:~4lmol!' *9~2~, -.l:!.'W'f+dli:-------- County _ _!,~;~;::fA~S~Hl~~ t~m.l...!,T~o~N'-------- County File No. _________ _ Bureau File No. £3-7/-57/ We have received notice t.hat,XI!SXOC,'O([OCI.;UQ{."<fii~X@',!Jmxofx'XYYYXXXXXXXXXXXXXXXXXXJQCXXXXXXXXXXXXXXXXXXXXXX on . Ma~ 22 l9.:lJ_, you came into ownership of certain property through ~~rm~ ~~tbu«Ktsnt< transfer from l.ffiS. LEONA I~HN., Deceased. Under the Inheritance and Estate Tax La:ws of the Commonwealth of Pennsylvania such transfers are taxable and th.e liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tox i.s hereby assessed consists of·: Jt, Savings Accmmt #34.225 held in the . GAIJ.ATIN NATIONAL BAN~,BROHNSVILLE OFFICE, BiiO~'NSVILLE, PENNSYLVANIA. In the names of CHARU:S C. KUHN :m JR. OH. NRS. LEONA KUHN. Onened 11-19-64. Balance as of date of death, appraised by the Commonwealth, as of th.e date of death, at $_-S0!8:!.!67.s...a..·9:;z.!6o.z...._ ___ _ 'iO .. % of this amount is taxab.le at the ra.te o.f 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT D.A TE O.F ASSES.SMENT TAXABLE AMOUNT LES$: ALLOWED D.EBTS 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 o.n or before August 22 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 until paid TOTAL AMOUNT DUE $---------------- 26.04 - -..l.a.3.Q - - - --- $ 26.04 $-============== APPRAISED BY: ~ .. ,-r.A!.Ld ¥-_..~~ f-".f)"" ASSESSED BY: ______________ _ (Inheritance Tax AppraiM (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. Mai I or bring it to: . . .. ·1 11c ,_U,..i7! ... 1'1 ,. ... ,. .• • •• kul.:.•'cl M "''"' COURT HOUSE WASKlNGTON. PENNA. 15301- If you have a I ready paid this tax to an executor, administrator, attorney or other persona I representative of the. decedent for forwarding to the Commonwealth, list below the date paid,name and address of.the""per.so~ to whom you made payment, their official title and the amount. ''"' , ! • •. Date Paid Name and Address of Payee Official Titl¢ Amount Paid Under certain circu.mstances, 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 o.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 clai,med and al.low those which he determi-nes 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 fo~ 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 ·nave 'OIIowed deductions listed above in the total amount of$ --------o Date of Approval: _____________ _ Register of Wi lis COMMONW~AL TH OF PENNSYLVANIA RfCEt'VfU DEPkRTMENT OF REVENU~ 9iiJRft.dJ oc HARRISBURG 'OUNT¥ COt L F. r; TION$ RCC-43 (5-65) NAY ZB IJ 36 ~~ '11 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 · S. 4th Street Harrisburg, Pennsylvania Dear Sir: Ms7 26, 19'71 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit "the following report: · NAME OF REPORTING Fl NANC IAL INS Tl TUTION ---Q(b~ll;ll&:&it~i:B=e-JNRse~t~le!!!aaell-i»aak~. r--,.,........jiJtfll!· !6~Wiflllf:!e,..'Ollril~le-e ...c;ot~l~i~ce ADDRESS------------~to~o~k~VrRa~w~~~~~--~~~·~~s~~~ll~•~;~P~a~.~1~5~41~2~ ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT___.a.o1h~· VlU·wntii~ga~#_,;3lq42.,..210o,;,l5~------- NAMES ON ACCOUNT OR INVESTMENT Chsrlen C. luhn, Jr. or Mrs. Leons Kuhn DECEASED JOINT DEPOSITOR, . TRUSTEE OR INVESTOR Mro. l4onn (Lealia) !ulm ADDRESS R l> I 1 l'redo~icktovn, Po. 15333 DATE OF DEATH 5·22-71 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Charles C,. lubn, Jr. ADDRESS R D II 1 Fredor1cktown, Pa. 15333 RELATIONSHIP TO DECEDENT.....a.lWI--------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Roy 191 1964 BALANCE, INCLUDING INTEREST DUE,ATDATEO~DEATH$~~~?.~~~---------------- J b o.-; D ~~ ~u-'=/,~,/;v _____ _ Signature TITLE NBLb>A F • WARE \ Asaietont Vice Prea14ont Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ......... ~.1:1.!1~ ..... .7.J ...... J.,.9'7.+. .......................................... DEPARTMENT OF REVENtJE RESIDENT INHERITANCE TAX .... !?:?:.~.~.:!:E.~~~----·········································· -COUNTY ~BUREI'u OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO • 63-71-571 ........................................................................ ,_,,, ................. Whereas, ........................................................ Mr..$. .•.... L~.9.ng .... KW:m ........................................ late of ............... f..r..~.4.t3.r..;h.9.~.9.}ffi ................................................. in the County of ............................................... ~C3:~.h~.gt.<?.~ ........................................................ Commonwealth of Pennsylvania, having died on the ........................................ ~?.9. ............................................. day of ................... ~Y ................................................. 19 .. .7J.: .. , 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 Anet Values Made for Inheritance Tax Purpoaes $ Jt. Savi.n,Q:s Account #34225 held in the GALLATIN NATIONAL BANK1 BROWNSVILlE OFFICE, BROWNSVILLE. PENNSYLVANIA In the names of CHARLES c. KUHN JR. OR MRS. LEONA KUHN Opened ll-19-64. Balance as of date of death, $867.96 867 96 .. form:!;v!,':~h b.:: ~:·:h~w<>l"rl~~· ~~ o~~~~~~~=~~ t~,;~·~7~:;E_E: Appraiser .................................................................................................................................................................... {!Cumber and Stroet) ......................................................... hJ....:~ ................ Penna. (Poet Ofllee) - vlASHINGTON .......................................................................... ···························· County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS. LEONA KUHN Deceased. Late of · ···FREDERICK'I'01.ffl ....................................................... . Date of Death, .................. :..5~2.2::~7.1 ........................... : .......... . Appraisemel!t Docket Vol., Page, No. ...63.~7.1.~.57.1.. .......... . Filed in Register's 0 ffice, ........ ~:':l?.~ .... 7. ............. 19..?..~ .. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, '· 4 1 i' I· \ f