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Home My WebLink AboutOC1971-0581 - ESTATE OF DEVORE-,~"\.- R CC-43 (5-65) .'~.:-;~ COMMONWEALTH OF 'PENNSYLVANIA DEPARTMENT o'F REVENUE HARRISBURG t-1aY5 1971 J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvan'ia 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: "'.,. r . Rus~ell DeVOl'e ITF Richard Devore DECEASED JOINT DEPOSITOR,r'Busse],l Devore TRU STEE OR INVESTOR ---'------n---;:,.~n----___7_------~-B.to0.#4"• ADDRESS W_a_Shin_"_'_gto_,_n_,,_P_8"-.,_1_5_30_1 _ DATE OF DEAtfl A_p_r_il_'_28_,_,_1_9_71 ------ SURVIVING DEPOSITOR,Richard Devore BENEFICIARY OR INVESTOR --iir--R-..:Jf+.:-----------~~ft.6.#4 /. ADDRESS _.,.--w_'a._s_hin_.·_gt_'_on_,_,_P8_'._15_,3_0_1_"--- Son RELATIONSHIP TO DECEDENT ----------- DATE DEPOSIT OR INVESTMENT April"17"1963WASESTABLISHED__,-_.~_ BALANCE,INCLUDING INTEREST $635.04DUE,AT DATE OF DEATH $__'_ NAME OF REPORTING Pittsburgh NationaJ.Bank FINANC IAL INSTITUTION ---~6 --e5~o"""ut=rta...-l!:t'Ha1I""',i";;;:l,....,S::-=t=r=ee.....t;..------------ ADDRESS \i_as_hin_·_gt_()_n,~,_P_aJ__1_53_0_1 _ ACCOUNT NO,OF JOINT,Say #20623~ TRUST OR INVESTMENT DEPOSIT -'--_ NAMES ON ACCOUNTORINVESTMENT -'--__ ....,. '»7(! :%3/11 .J~~~.~....., I d '/=:...3 /1 ....;;2..I;;:;.P~~~.~~~~~ (p I~'1 0.JS CJL/= .£%~~ RCC-134 ('1-69)•COMMOilWEALTH OF P.ENNSY LVANIA''~DEPARTMENT OF REVENUE ~J •~IJREAU OF COUNTY COLLECTIONS ,},INHERITANCE TAX DIVISION :.~."._J \., OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:RleHA-tID DElJ.QRE B.D.HI, Date:----Jl~7a=:r;W~17'.{_,jrl1.J.19~71:J------ County --llPnllA~Sifil:l:l:lnmIGH'OO;y~tlJ.J------." \,lASgUIGTObl.PJ,ThlNSYUlAblTA.'5.30'County File No._ Bureau File No.Q -2/-.sf /, ~e have receiv~d,notice that,~~~~X 01')'<,A~19--+1-,you came into ownership 0 ,certain property throughmb~w~ .~Jl~w e tlrJC~um Transfer from RUSSELL DEVORE,Decea.sedo Under the Inheritance and Estat~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:~LEeJd S,mitlg Account #2062.:387 hpld in, tRa PITTSEwWM lI1'.T10UU.E3tJ)K,·WA9HINOTON,PWSILlTANIA.I~the names of tmSSEp·DEVORE nI,'. mUST FOR RICHMm lJ8'!{)RE.Opened Appil 17,1993.Balaase as at date af ciaata,$635.04 appraised by tile Commonwealth,as of 'the date of-death,at $';.:35,OJ, 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT \. AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before .Ill],-28,'19 71 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the ta;,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 $ - ---1.90-----: 3B,10 $-------- $================= APPRAISED BY:~~;<'ot'~4<A.-2Z J . .(Inheritance Taf Appraiser) ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~.,.u:;r//O.h $;/17/ ~~&/JJ'-'- To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: Ao.a:;.d I 0.,l61E ~.O!J~Mu N~~tAi.fri COURT HOUSE WASHINGTON,PENNA.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"lisl*-bel'o~the datEfpol.d,.nam,e and address,.of the person to ~hom '. you made paym~nt,their official title and the a'inoun~.:,",.' ••:.:"i.'.Date Paid Name and Address of Pay.ee ,Official litle'.'.,Ampunt ,Paid .r '.,,': 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 ofthe property in the computati,on of ta.x du~.Ifany such expenditures meet all of the thre'e following tests,it i~recommended thot you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debt,s.cla·imed.a~.d 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 pay~ent,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administra'tor or other personal representative of the decedent handl ing the admin.istration of the general estate.of the decedent or any other transferee.'.--... SCHEDULE OF DEBTS " Date Paid Name of Payee Description of Obligation Amount Paid ,.. "" .. .. ",. i '." : , ,TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY 01=:_ I,hereby certify that the foregoi~g is.~just and true stat~ment of funeral expenses and other debts of the decedent,.,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be dai'med'by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. REPORT OF REGISTER OF WILLS Signature of Taxpayer \ I,the undersigned,duly elected Register ~f 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 Furm RCC-2 DEPARTMENT OF REVENUE ~EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7J27 ~~~.... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~..~~.~~.9....t !..~.?.~. COUNTY ..~'y..~.~.h.~.P.:g.~.5?..I.J:. FILE NO..?..~.:.?..~..:.?..~.~_. Whereas..R.1J.§..~..~.l..l P..~.Y9..r..~late of ~y..a,.,.~.h.~.~g..~.~.~'.. in the County of W~..~..4.i.ng,t..Q.n Commonwealth of Pennsylvania.having died on the ~.e.:t..h day of Ap.t~J 19 ?.t seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I ~.r.~n.~.~.~1.~.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. JT.HELD: Description of Asset .It:Held Savin~s Account #2062387 held in the PITTSBURGH NATIONAL BA~~.WASHINGTON OFFICE, ,.;rASH 1NbTON PENNSYT VANIA.In the names of RUSSELL DEVORE IN TRUST FOR RICHARD DEVORE. Opened,4-17-63.Balance as of date of death, Unit Values $ Appraisement Made for Inheritance Tax Purposes $635.04.635 04 Total 635 04 ,Having been duly sworn according to law.I do h~reby ce i y that the above appraisement is made in con- formity with law on this Lo..-dL day of :::::..:::..:::::~..:::~:::..:..:~.~..~~. Appraiser ......................WA.$.H:I:.N.Q'I.'.G.N ..County ': /. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RJ)S..$.~.LL P..J.!:Y.Q.RJ.!:. Deceased. Late of \vASHINGTON Date of Death,Ap.:r..~.1.28,1971................................................... Appraisement Docket Vol.I ••••••••••••••••••..••.••...•...••••••••••..••.••••••• Page,No §.J..~.7.1~.?.~.1 . Filed in Register's Office,J.JJ.n.~J..Q .19 .7.J Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,.. ~" r.· '"\ ri