HomeMy WebLinkAboutOC1971-0593 - ESTATE OF REA.'1 •
,J?':oO,,If""
;;.CO~MONWEALT~OF PENNSYLVANIA "'0 8U~~~~VED
-:.-,"i "",'DEPARTMENT elF REVENUE .J UN ry·,~O'I\,U,Or-.",,',L l Ltr "
, ,,"",',.:',1;HARRISBURG " , , ".'~.I-l/O/f,S',ffAY 10 .
"3 '12 PH '1/
,,,
..
1
J
,I'
NOTE:TO BE SUBMITTED IN TRIPLICATE. r ',.
.,
Pennsylvania Department of Reven~e
Bureau of County Collections
26 S.4th Street
Harri'sb~rg,Penn,syIvan ia
()
Dear Sir:
Pursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
Ii",
NAME OF REPORTING
FINANCIAL INSTITUTION MelleD Nat:.Bank &mnat Co.,~.
~gg~~~~N~.OO~~()~\~Eli<.&ChGl'tY ~v!'i...W:tiilh~<»J./Ill.15301 ~~
TRUST OR INVESTMENT DEPOSIT---::1=B:=.S-....:..:1::.:6~...~O=..:88=.::3~•..:o.=.i__s:.::a::..:":..=1::.:n9.z.:·s=..•.·~--1,~.!\
NAMES ON ACCOUNT '."l'"\j ,
OR INVESTMENT _--6Io#'lu.;·a.r"*:...-..DR,lii-$aa"·---.JIour.....·-------'7""-----~-~'"
Mt&.·NMetY'Raa
..~'.
",.
(
DECEASED JOINT DEPOSITOR,AD~:~:~EE OR INVESTOR _-=MJi'=··=s'=';'.'''':lWdtY=·'==''.I-'-=R=e=a ~__\ \'<'\
AND COUNTY __-=2~3:.::!5~·~s::;ou=.;t==b:.....:C::o=11=..::eg::.i·L::·8:......:.St..::.·,'~'f,~...:.:w:..::a~s!t=i=n~·gt~··:.:::C):.::n'--:;p:...:a=.::·~=--''-=l=S.::..~O~.··.i.
DATE OF DEATH ::='~S/~6~'1....L7..:::1-~------..;....;....------'-------~
SURVIVING DEPOSITOR,.
BENEFICIARY OR INVESTOR _L_U<:¥..........R~e~aL.__
ADDRESS -~SiiiMi;uillmllll.i-·-iaLlli1S~'aabD'og;v~e~'......--...._--
Signature TITLE
.Ao.liJtant Ntudlg$#
:~.
RELATIONSHIP TO DECEDENT.-=-.....Idwa~'IiU:'gh...·u.~os:euo't _
DATE DEPOSIT OR INVESTMENT
··WAS ESTABLISHED ~4":"J~i3'!t./Uli6~!5.....------------:.._-
BALANCE,INCLUDING INTEREST .
DUE,AT'·.DATE OF DEATH $~'.....;:lof-l'01,&18....1....·.....A....9L.,-_
':h -f.J 0 i/,f9_=-/1~'V.~:-7,J/
:{1-t /f!f!>-:9j='rp.,:M~,/;J .ld,t25"~~7,',"
t;,1
i 'I...
I.I~~,
I
\
".
RCC-134 (\-69)
COMMONWEALTH OF PENNSYLVANIA,
D~PARTMENTOF REVENUE
B,UREAU OF COUNTY COLLECTIONS
";,-.INHERITANCE TAX DIVISION
..ij~~:,,,.
,'OFF,ICIAL NOTICE OF INHERITANCE TAX
.AP"PRAISEMENT.AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:IJICv REA
235 SOUTH COT,IrEGE STFEET,
Date:--~I4:a:ril~~t-l1',.;.f7+Jl~19;f-i7~1-----
County ----lI+W44<AS~'l1:uIdllfl1~C'*,WJlJ,N~------
County File No,_
Bureau File No.(/3 -7/-S9j
~e have received n~tice that,~~•
on"Mazt 6,,19~,you came into ownership of certain property through 1~~DLt.mDL~bxxxx
mmmoom~~~'m~~''l'ra.nsre:c'from 1-mS~NANCY REA"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.lleld Sa'd~e ACColmt t}tS5 ..16-oSQJ..ot-
held in the MEIJl>N NATIONAL BANK &TRUST COMPANY.WASHINGTPN.PENNSYLVANIA,In the names of
T.ncy REA,OR MRS.NANCY REA,Opened Apr"1Jf1965.BaJsnce as or date of dedb,$3,OB1,S9.
appraised by the Commonwealth,as of the date of death,at $3,,081,89
50 %of this'amount is taxable at the rate af 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 de~edent,or on or '
before Ail~let 6,19 71 you may deduct a
discount of.%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
tax,st~t~tory interest at the rate of 6%of the'
tax per annum is also dU,e 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 $
$__14,+54"4>10.Ljji-+9~5---
____1...62._
----------....
/1---------:7-r-
$-=================
APPRAISED BY:.:;z~4-e..o#62H~ASSESSED BY:_
(Inheritance Tax Appraiser)(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS;.
Ij
t··Make checks or money orders payable to:To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
COURT HOIJSE
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"list below"t~e,d(}te paid,name 'and address of-the person,to whom
you made payment,their official title and the amourlt.,"''~,',"'.".,,,",."','~-'.
Date Paid Name and Address of Payee Official Title
{;'
'~
"'
SS:
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 properJy in the computaHon of tax due.If any
such expenditures meet all of the three following tests,itis recommended that you ,itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine,the debt~c,/aime,d ,and allow
those which he determines to be proper.The tax will then be recomputed and you will receive on 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 no't also claimed,for tax'purposes,by an executor,administrator or other'
personal representative of the decedent handling the administration of the generQI estate of the.,
decedent or any other transferee.''
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Poid
;
i '.
:"
"
"
.,
/,
,,
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:_
I,hereby certify that the,foregoing is a i~st ~nd true ~tatem'ent 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 claimed 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 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 Wi lis
Amount PaidOfficioITitleNameandAddressofPayeeDotepaid
I-~~f~:h;.~~:;t~~rid~-;aid th~i~'ta~t~an executor,administrator,attorn~y or other personal re~;~sentativl,-oHh.l';;~l'deced~t for f~rWardin~to t~e.Co~monwealth,list below tlie date p~~d,.,n~.rne and address of the person.•to ~hom
yo~mqde payment,their offiCial title and the alMunt..,~.~-.,"":..
I'0
1
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,a'nd ret.urn 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 on amended
assessment of tax.
...··r
-~
'i
THE THREE TEST,S WHICH MUST BE MET ARE THAT:
1-,You'were personally legally responsible f~r these debts,and...",.........~"
2·,'Yeu actually paid these debts out of the account or property described above and can furnish proof
of such payment,H,required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handl ing the admin istration of the general estate of the
decedent or any other transferee..
:.....,
..
1
I
·L}
!,
I
i
!jt .
SCHEDULE OF DEBTS
Date Paid Name of Payee'Description of Obligation Amount Paid
5-...3 -/1 S:/L,,~Apl ~~.I'.J ft,'/.//-u 'v,'A7"I c}<'-}C<:;/S~r /S-ilc,J,Yr-
Lor,;..~-,?///j)./I,t'"u ~:7 ~"'/7 .-oJ /.:-,.-",<I,'/-,,e.,.,I)a c)
.
TOTAL $/,D-S,Q f....(-
Si gnature of 'faxpayer
EFORE ME.J)US_..:;;OL.-_DAY OF
__~~~~~_-+-19tL-.'(
/I,
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVAN-IA)
SS:
COUNTY Of It~6-To t ) .
I,L\.h~£;=hereby certify that the for oing 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 payout of the property rein taxed.I further certify,that to the
best 'of my know dge and belief,these same debts will not be claimed by any'other person,for inheritance
tax .purpose .
JAM~:
-.'.....Mf~N EXPIRES','~T M~ih~'1tI~de;~gnI9.,1L Iy 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
t
l
\
Date of Approval:-,--
Register of Wills
.'
Form RCC-2
DEPARTMENT OF REVENUE
BtJREAU OF COUNTY COLLECTIONS
'.~~HARRISBURG,PENNA.17 127
COMMONWEALTH .O~PENNSYLVANIA..
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.:Y..P.:.~J..9...,J.~..7.1 ,.
UNTY LWashingtonlCO .
FILE NO _ .
Whereas,Jirs Nanc.y .R.ea late of Ji.<:l.~.h.i.:.~g:t:..9..~.
in the County of J:!.~.;?.h.i.ngt..Q.nl.Commonwealth of Pennsylvania,having died on
the .§.:t..h.day of .H~y_19 .7.1,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,F..:r..a..n.G..~.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 'folloyving 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
inherltan«e taxes at the lawful ·collateral rate on any such future interest.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purpoaes
$
JT.HELD ,
#185-16-0883-01.-Jt.Held Savin~s Account
held in the HELLON NATIONAL BANK &'TRUST
COMPANY,'vASHINGTON,PENNSYLVANIA.In the
names of LUCY REA or MRS.NANCY REA.Opened.
4-13-65.Balance as of date of death
$~()Rl RQ (One-half taxable')i 1,540 95
.
..
;....
I-'
Total 1 CiA.()Q~
..
..
hhlL 7 AL,cJ///~..,/;L
form~;v~fhbJ:~::fh:.w<>rlla~/~~~~=.~:;:t~Z:=~:':~~i~7~~>~?E
.,..Appraiser(;2z~';";:~~':/
/
..,I .~~··ff
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...MR.S..•....NAN.C.Y.l.illA.::.·.
Deceased.
.Late of
....................WA.$,H.:I:.N.Qr..9N ..
Date of Deatlz,Hay 6..~.l..Q.7.l .
Appraisemel!t Docket Vol.,.
Page,No.'63-71-593. ..
Filed in Register's Office,}.':l:~.~!.9 .19..?.!..
Amount of tax due,$~..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,..
Wrote abo.ut Appraisement,
Appeal f"dm Appraisement,.
Entered and charged,..
l
.'
C~'
"WASHINGTON ,PENNSYl'lANIA,15301
TO:LucI REA
g35 SOUTH CQIJ·BWE STREET,
Date:May 17,1971
County WASHINGTON
County File No ...3 3"-/71-.5--
Bureau Fi Ie 'No.fa 3--7~67(3,v
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
COMMONWEALTH OF PENNSYLVANIA
D.EPARTMENT OF REVENUE
BU,REAU OF COUNTY COLLECTIONS
•INHERITANCE TAX DIVISIONV',
~.RCC"134 (\-69)
,W.e have received notice th'at,~Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
on Ma¥6,19-ZL,you came into ownership of certain property through
.Transfer from MRS.NANCY REA,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the li~bility 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.Held SaYings Account #185-16-0883-01
helg in the MELLON NATIONAL BANK &TRUST COMPANY,WASHINGTON,PENNSYLVANIA.In the names of
LpCY REA OR MRS.NANCX REA.Qpeneg ~pril 13,1965.Balance as 01'date of death,Sn,081.89.
appraised by the Commonwealth,as of the date of death,at $3,081.89
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
,$_--.!..'a..'5!.!::!4~O.L'9z..5L--__
92.46
$~~/tJ,9S
I,/;$50,9S
>~..;
''::'"','..11-_--=';;';--
--_.,]...:.;..~..."'--
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before .A1lgJlst 6,19 7''you may deduct a
discount of 5%of the amount of tax due,or . 6----~~~----
--.-----,,---.
TOTAL AMOUNT DUE $
.APPRAISED BY:~~/-LeJ2J.J,
(Inheritance Tax Appra iser)
ASSESSED BY:---,--_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders PClyable to:'To insure proper credit to your account
this Official Notice must accomtpany
your payment.Ma iI or bri ng it fo:
Aut:.l~i .v I .,C';00."
COURT HOiJSE
WASHINGTON,PENNA.15301
;•""I
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 tbe date pai.d,name .and address of the person to whom
you made payment,their official title arid the am~Uil!.·.,..........~. ,
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 compl1tationof tax du~.If any
such expenditures.meet all of the three following tests,it is recommended that you ite'mize the .payments below,
execute the affidavit,and ret,urn this notice.The R~gister of Wills will examine .th.e 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 M'UST 'BE MET ARE THAT:·
1 -You were 'perso~ally legally responsible f~r these d'~bts,and
2 -~au actually paid these debts out of the account or property described above and can furnish proof
'of such payment,if requi.red,and
3 -These same debts are not also claimed,for tax purposes,by an executor,admin istrator 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
5-.,3 -JI 5:"-/r./;,;-4#I J::/rA/JM./fl.'L//":-u n.IF A'J »I C x/)e:ds t:'r /.·S-?o.9,-
..5--<-7//./.tJ ,/.I~A)&:2-/0/.0L?c /./I "c ,<//..~__.<;o?o,Cl n
..
,"
TOTAL $isso·f..f-
(attach separate sheet if requ Ired)
Signature of fJ"axpayer
--'7pi<----DAY OF
Iy elected Register of Wills in and for the above county,do res
s Ii ted above in the total amount of $_--.u..:~~......=;{--'.:.::....
COMMONWEALTH OF PENNSYLVAN·IA).'.SS:
COUJ:4TY Of ~~1:04').....'
I,lM-C&1 ~.hereby certify that the for oing is a just.and true statem~'~t 'of
funeral expenses an.d other debts of the decedent,I for which I
was legally responsible and which I did payout of the property rein taxed.I further certify,that to the
best 'of my k~dge and belief,these same debts will not be claimed by any other person,for inheritance
tax purpose ........,
Date of Approva I:_......::~~~::.iQ",:=-...!:.-_.t-.t-.::......,,c...L,__