HomeMy WebLinkAboutOC1971-0578 - ESTATE OF TARR(:OMM9NWEAL TH OF P,ENNSYLVANIARfc£1vEo
DEPARTMENT OF REVENU~uNfU~£/l.U o'r
HARRISBURG y t.OJ.tE ;: ~iONs
RC C·43 (4·69)
NOTE: TO BE SUBMITTED IN TRIPLICATE
l 'I
Pennsylvania Depart~ent of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Fe a Z3 2 51PH '71
Pursuant to Section 742, Pennsylvania Inheritance and·Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION JMi.Qo lfaticW&al leQ A "•' Co·
ADDRESS 40 a. laiD St. t ~ Aft.. -Vulltqcoo, b. lUQJ.
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT l11•D•21D2.Dl . antop.
NAMES ON ACCOUNT
OR INVESTMENT. ll ...... th fan •·
tm •· t'ift
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR __ _.I_tt_c..,.tl>t __ -tb---hu-..· L-----~-----
ADDRESS .. AND COUNTY · JJl fantte IWeat WlllldadtJ;a, ta. lSJOl )
DATEOFDEATH ____ U~P-1~7-1 ____________________________ __
SURViVING DEPOSITOR,
BENEFICIARY OR INVESTOR -'=-.S.=_;;;I:.::.•....;I=an;;;;.;;:_------------
RELATIONSHIP TO DECEDENT~ _ __..o.,..o.._· _.;...___._ .. _, --,---------
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED -----A41/<L:'IltljJ.I/66--. ___________________ _
BALANCE, INCLUDING INTEREST
DUE,ATDATEOFDEATH~~~~~---~-----+---------
~ </// . ..3-s@ C/:= ~-/.~f
.5,% ~ (S-/J-/1):-. Y~J TITLE.
iltat ......
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RCC-134 ( 1-69)
COMMONWEALTH OF PENNSYLVANIA
DE.P~RTME,,.N'f,Of. ~VENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
, Ot=FI£.1AL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: ____ P~~~\UL~~EL·~T~Awlill~--------------Dote: ____ Iu•iag,.ruc...,.h.~.......~1._,_1.&...2.gz/...1"-------
531 FAYETTE STREET County ___ Ju.ofA~:~.oS..uH.J..Du:'liiiLLJ.T..uO!.I.liNL--_____ _
YJASHINGTON, PENNSU.VANIA 15301 County File No. _______ ~:---
Bureou File No. (o 3 ~ ?/-57f'
Under the Inheritance and Estate Tax Lows 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 property on which tax is hereby assessed consists of: .It .. Savings Accaunt.#JB1-2S...2102-Ql held
in tbe NEI.!Ot1T NATIDM~,I. J:;jflNK & TRIIST COMPtdiY_, WM1HTNJ1'0N Qb'FTCE, \,!l.1SHU.:GTON_, PENNSYT,VANIA.
In the names of ELIZABETH TARR OH PAUL E. Tii,RR. Opened 1-4-66. Balance as of date of
appraised by the Commonwealth, as of the date of death, at$ 21 822.70
_ _.5~-"'0:..._% 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
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before May JJ 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 rote 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
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
---__ ~,ua __ _
$ $ ==c:f,=)=-4=~======
APPRAISED BY: --6-&;,J~t::!.h....!....,;t,~..,..,L.rt::::!S:.~
(Inheri once Tax Appraiser}
ASSESSED BY: _____________ _
(Agent for the Common we a I th}
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:
COUr;T , 0 ~c
WASHINGTON, PE!~NA, 15301
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 b~low Jh@ date paid, name and address of the person to whom
you mode payment, their official title and the amount. · · ,. • ' ·# • • ,>... ._.
Date Paid Name and Address of Payee Offi~ia i 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 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 cla.imed 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 requrred)
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 her~in taxed. I further certify, that to the
best of my knowledge and belief, these same debts will riot 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
I
__j
Form RC C-10
OFFICE OF TME
REGISTER OF WILLS
oF --.:W::.:.a=s~hi=*'==-GIL::t-=on=::.. __ couNTY
AND AGENT OF TME COMMONWEALTH
···~·~.;
•· STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF ..••........ $
DATE APPROVED ....... .
Register of Wills, Age"t
ESTATE OF _.aSt.Al...Jio.lizau:ubeas.tJ&.bu......o~:~Ann.aa· L-.farlollill..._.r..___ I.ATE OF -.!lC:f.ll!&tli.,}'JL_~O!IIif...__!W!SMBUb~i!!.Dg~l.Jit!.!!=O!!;Jl!ljt~p!..:el').~~-I!!!..II·L----
DATE OF FILING APPRAISEMENT 3/1/?l•St&te DATi OF DEATH Febnaat)' 13f 1971
DATE NO. OF NAM& OF PAYEE REMARKS AMOUNT
1.0'71
l'oh_ ....
Mav
VOUCH Ell!
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18 1 Simon Whi tea Sons Inscrini:lon on stone 19
1.0 2 Hummell FUneJ:'al Home _A_ ,, -ft~ ... ...._ -.... 1.261
,,
~2 g .. -d H. Berman. M. D. med:loal tor deo•d Ol'l
'J'A+!ii>1-------... ~.. 1:&71 •
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COMMONWEALTH OF PENNSYLVANIA }
couNTY oF Washington ss:
I, _____ .:t.P.sBuU....,1o....J!£=J!.ee,__..i!!Tal'l!i!:·!!;.,J:'!!!..ji~S!!:on~!....!0~1!~..::d:!.!eQ!!:!!!~Q~&~8:!!:e::!.::!:d:.._ ______ HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TAU E SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENIII!:S OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Bli:iabeth Anft l'arJ:' DECEASED, AS DEDUCTION$ FOR
8th -~oY....,s~~~~~l-<l~F;n,-.-..~.c~.+t~~-ib::....;Amh-n~t--'~faxP=_l"'!'>7'r~--cL. s.)
~,_:_;:_._;___cAY OP' . .
INHERITANCE TAX PURPOSES.
tar c
My eom.&cp: March 26, 197s
Washingto.n,~biftgton County,Penna.
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36
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Form RCC-2
COMMONWEALtH OF PENNSYLVANIA DATE June 10 1971 ................................................... '-.. ................................................. . D'P~RTMENT OF REVENUE RESIDENT INHERITANCE TAX \·lashington
BUREAU OF COUNTY COLLECTIONS COUNTY ................................................................................................
HARRISBURG. PENNA. 17127 APPRAISEMENT FILE NO .......... ? .. ~ .. = .. ?..!.:.?. .. ?. .. ~ ........................................
Whereas, .................................. ~J.~.~.~P.~J . .h. .... T~.~~ ........................................................ late of .................. Y~-~-~~.?:.~.~.~.?: .................................................
in the County of ............................... W.a.s.hi.ng.t.o.n ............................................................. Commonwealth of Pennsylvania, having died on
the ......................... 1.3.t.h. ..................................................... day of ............... f.~:t?..r..~~-:t::Y. ............................. 19 .... Tl, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .............................. F.r.~.n~ .. ~.s. ..... L.~.Q ........................................................... , 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 Aaaet Values Made for Inheritance Tax Purpoaes
$
JT. HELD:
Jt. Savings Account #181-28-2102-01, held in the I
~fELL ON NATIONAL BANK f1 TRUST cmiPANY, i·lASHINGTON I
OFFICE, 'vASHINGTON, PENNSYLVANIA. In the names
of ELIZABETH TARR or PAUL E. TARR. Opened,
1-4-66. Balance as of date of death, $2,822.70. I
(One-half taxable) 1,411 35
Total 1.411 35
form:!;"!,%, bl:: ::~:O"'<>rJl~~d~ ~~· ~.~ o~·~~~ .. P.~~2:?:a.~·~~n ~~
Appraiser ......... (22 ........................... ~.~ ... ..... .............................. ....................
Number an reet) --··················· ··················;3········~·············· ................................. , Penna.
oet Oftlee)
lvASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......... ~Ll..:Z:.Al?.~'I'H .... 'I'.Ag~·-··
Deceased.
Late of
WASHINGTON
Date of Death, ... .E..~P.r..l:l:~.r.Y. ... 1 ~, 19 71 ········································
Appraisemel!t Docket Vol.,
Page, No. 63-71-578 ................................................
Filed in Register's Office, ...... J.une ..... 1.0 ...... J9 ..... .71
Am.ount of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged,
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