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Home My WebLink AboutOC1971-0579 - ESTATE OF VARNERR C C-43 (5-65) ,. "' "'!'! • COM~ONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG March 16 l97l 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: ~t:AENgrA~~~~~~~~~iiON ---~Pr-I=TT=I.dB=>:::""UR~G:~i~N:---A=l'I::-:-:O'l:-:-11\L=" :--a.At_._, ____ _ o ~ou.th ~s~i ~treet ADDRESS ____________________ i~_s_lun_·_,_·~-· _,~P_a_._l_5_30_~------------- ACCOUNT NO. OF JOINT I TRUSJ OR INVESTMENT DEPOSIT __ ~_·a_v_D_2_05_8_5_So _________ _ NAMES ON ACCOUNT OR INVESTMENT ______________________ ___ Miss Cnerlott~ K. Varner DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR-----~~--~-----~~--------2lb Saconl'l Ave. Dox 101 ADDRESS _____________________ Lan __ gn __ lo_t_h_,_P_a_._l_5_0_54_. __________ ___ DATEOFDEATH ______________ M_a_r_o_n_9_,_l_~ __ l ____ ~------------ SURVIVING DEPOSITOR, Mioa Charlotte K. Vamer BENEFICIARY OR INVESTOR----==-....,..,.........,--:-:,--.,--,~-.,-------59 West '.ialnut St;reet ADDRESS __________________ ~•~ta=s~hin==g~t~on~,~Pa=·~l=53~0~l _________ __ Neice RELATIONSHIP TO DECEDENT _______________ _ DATE DEPOSIT OR INVESTMENT October lll) 1961 WAS ESTABLISHED----------------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH$ _________________ _ c:? c:. 7. 6 J (4:) / s-;{ :; ..$ 7'! c) c, S% A)~ (?-9-/{)-:-/ }o Signature Pl.:ittom Assiatent TITLE -------------------------- RCC-134 ( 1-69) •· COMMONWEALTH OF PENNSYLVANIA~ Ot~ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX -APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: NISS CHARLOTTE K. VARNER 59 WEST WAL~~T STREET WASHINGTON, PENNSYLVANIA 15301 --------------~----------------- Date: March 23, 1971 County \~ashiugton County File No.3 Y -/7 9' -4/' · Bureau File No. {z 3 -//-S/ f' We hove received notice thot,)O~K{Xt,lK)~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on Ha,rcb 9 19.1,L, you come into ownership of certain property through NJ.IJVpb~~~X ~~~~li~~~X traansfer from, CRARLES E. VARNER, 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 property on which tax is hereby assessed consists of: Jt. Savings Account #2058580 ,held in the PITTSBURGH NATIONAL BANK, WASHINGTON OFFICE, WASHINGTON, PENNSYLVANIA. In the names of CHARLES E. VARNER or MISS CHARLOTTE K. VARNER. Opened, October 18, 1961. Balance as of date of death, $454.14. appraised by the Commonwealth, as of the dote of death, at$ 454.14 50 %of this amount is taxable at the rote of 15 % 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 June 9 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax become 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 * 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 ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ ---~22::...~7u·~0..!-7_ 34.06 1.70 ~TOTAL AMOUNT DUE $ 34.06 $ ======= APPRAISED BY~· ~ :::Y__:::_ ASSESSED BY: _____________ _ (Inheritance T ox Appraiser) (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: ·~ If you have already paid this tax to on executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, name and eddress of the person to whom you made payment, their official title and the amount. .J- Date Paid Name and Address of Payee Official 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 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 wi II then be recomputed and you wi II 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 ore 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 1f requ 1 red} COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE _______ _ 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 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 have allowed deductions listed above in the total amount of$-------0 Date of Approval: ______________ _ Register of Wills Name and Address of Payee Official Title . ' .. t :. -~ ,, ,.. . . .. ..... '"' . ~ -.. ·'"'; . ;- I ' ' ,. . 1' .:, ............ __ .-...... .. -~ {attach separate sheet if required) J ... _£O~Q.N¥1~~~~ OF PENNS~~VAWIA) SS: :-· WASHINGTON . , ~~~N!! 0~ . , . . . . . ;. 1 . ~ .~ c: '., . . ~-- 1, ~ $. VAJ!NER.. hereby certify that the foregoing is·atiust . .and true statement of ~ .. fUMTol expenses and other debts of the decedent, Charles E • Varner , for which I ·~ was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the . . &.st of my knowledge and belie~, these same debts will not be claimed by any other person, for .inheritanc:t · ; ~~ tax purpoHS• , . · , · 1·"' •. , _; 1 }~) b ·:J!~ili J • .. ·. Bth DAY OF ~d~ , ... •:;< Si gnotJreof T axpoyer : •.r '". , •_ r • SWORN AND SUBSCRIBED BEFORE ME THIS . . Jung 19 71 . ' ~ {43(Jl2) -~WJ.IIoll!yMIII:\ mr..a= co. JL .. 4:~(\ < REPORT OF REGISTER OF WILLS ,.'j ;,~ 1. the .,..t.rsign•d, duly elected Register of Wills in and for the above county, do respe~tfully report that I heW crllewed deductions listed above in the total amount of $ ;{jS • ~· · .. . biit. of Approval: ____________ _ -----:R:-e-g:-i s-te_r_o""lf,.,W~i lrls ___ ......,~..,........,-..c: Fonn RCC-2 CQMMONWEALTH OF PENNSYLVANIA DATE June 10 1971 ~ ...................................................... ! ................................................ . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ................ ~Y~-~-~-~-~·g·~-~.!.1: ........................ BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO. .. ..... ?.~.:::: .. ?..!.: .. ?. .. ?..?. .......................................... Whereas, ................................ 9..h.~EJ.:.~.~ ...... ~ .. ~ ..... Y.~E.~.~E ............................................. late of ................................... 1.7.<:t.!l.g.~_l.::.~.~.h ...................................... in the County of ...................................... W:as.hingt.o.n ........................................................ Commonwealth of Pennsylvania, having died on the ........................... 9 ...... t..h .................................................... day of ................. N~.r..9..h ........................................ 19 .. .71 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................ F.r.g,n9..~.s ..... L.~.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 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 Auet Values Made for Inheritance Tax Pur poles $ JT. HELD: .T-t: Savin!!~ Account #2058580 held in the PITTSBURGH NATIONAL BANK, 'vASHINGTON OFFICE, WASHING TO T PENNSYLVANIA. In the names of CHARLES E. VARNER or MISS CHARlOTTE K VARl\TER. One_n_ed 10-..18-61~ Bal a.nce as of na:t.e of death _$4.c;4 .14 ( l_L2__t_axahl_e_}_ 227 07 Total 227 07 '-- ESTATE INSOLVENT fonn~;·=:fhbl:": ::~~w<»""l ";".1~~~: ~:; :;~~~P.~~~=~:>~ ~?: Appraiser ···~v':i!~'f!·' ......... .............................................. Penna . ............................... , (Poet Ofllee) \ WASHINGTON County I RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CHARLES E. VARNER Deceased. " -!J Late of KXN~KK~NK LANGELOTH Date of Death, ............ Nar..c..b. .... 9 .. , ... 1.9..7.1 ................ . Appraisemel!t Docket Vol., Page, No. 63-71-579 Filed in Register's Office, ... J.:~P.:.~ ..... 1.9. ..... 19 .... Tl.: Amount of tax due $ , ····································································· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, ..................... . Appeal f,.om Appraisement, Entered and charged, ' I .., • ~