Loading...
HomeMy WebLinkAboutOC1971-0659 - ESTATE OF BONDYRCC-43 (5-65) COMMONWEALTH '6F~'P'~~NSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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:. NAME OF REPORTING Pit:tsburghNationa·l·Bank-.FINANCIAL INSTITUTION ..".,.,...=~...,,--,~~_MCDonald Office:. ADDRESS -'--"-M_c_D_o_n_a_l_d..:..,_P&_._•._.1_5_'o_5_7_,_'._:--.;_ ACCOUNT NO.OF JOINT,..',,. TRUST OR INVESTMENT DEPOSIT-...NQ;"81-1961233 \ NAMES ON ACCOUNT August Bondy.',Ot'Mrs.Aug'ust Bondy'orORINVESTMENT" ,',.",".'....'.:l.......•,•. MrS.EthylmaeBondy Knepshle14 .<t-.,.'. DATE OF DEATH May 6·,1911 SURVIVING DEPOSITOR,,....... BENEFICIARY OR INVESTOR MJi's.AugqstB.on4y Sa.M!t';s.•;Jljthyltnae Bondy 'r..'.'.'IG'iepsfiieid ADDRESS Mret.~o~g,y.-200 NQrth.S.t'.,,~cJ)ona14,':Pa~J.50~7 Mrs •.Knepshield -M1aml.,Florida . RELATI ON SH IP TO DECEDENT _....;W.:.,:±::..;;·£:.;:e:....·.=&_.:::.,Da=.u=,:9;a.:h:.:.;:u:::;:e::::r:...-_ DATE DEPOSIT OR INVESTMENT '.. WAS ESTABLISHED Over 20Yea~s' BALANCE,INCLUDING INTEREST.14·867 .39' DUE,AT DATE OF DE,ATH ~----'..,...--.-.-.----------- Signature.:''oj ,TITLE . /lkd #-aLvJ~7SS Zo w~%~ S;&j)~/"?-7/~ s '.:?j7 JS/ /y J>; , )~.. I TO;$5.AtIGIIRT BONDY &MRS.ETHYI.MAE BONDY KNEPSHIELD 2cio'NORTH STREET,' RCC-134 ('-691. C~!'IMO~EALTH OF PENNSYLVANIA •.:>DEP'.)RTMENT.OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION 'OFFICIAL NOTIC{()F'YttHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:----l!Mt_~ryF-:-,.t21h,N1.q97..,.:1J-----'---- ,County _--¥WllaAt.;;lS.a.HI.u~JA,;rG;;J,TO.u:tJDI____~_ McDONAI,D,PEt\lNSYX,VUlTA •15°57 County File No._ Bureau File No._ 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.l:lelci BaAk Accoum 181 ...1961233 beld 111, tbe PITTSBUacl:lMATIONAL 2..uJK,McDONALD OFF1CEiUeD~ALO,PimlSlt.l.WJIA.Ill'th~Ara.m0S of Aug.aet, BONDY OR MRS.AI!GIIS1'ao~OR NRS.EMlMAE 5ONJ).Y KN.EPSlUEW.Opened eve.20 years.Balanee as of date of death.$14,867.39 appraised by the Commonwealth,as of the date of death,a't $U~,S'7.39 113 %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 I(you pay the.above amount within three (3}months of the date of death of the decedent,or on or before AuGUst,6.19 71 you may deduct a discount of 5%of the amount of tax due,or o This tax became 'delinquent,fifteen (15)months~fter the 'date of death and',in addition to the tax,statutory inte~est 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 $ $ _....4~,..;,o;q;.;L55;LJ,~SODot-_ 297.35 ___.14...87_":"_ 297.35 $-------- $============== APPR AISED BY:--l-1Ak-z.,,~£<--1//Vi./f/.J .{Inheritance Tax i';>praiser} ASSESSED BY:--'-_ (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 t~: '"iv.i:lt"'d),5 THE ._,OrJIMU.J.~1.:.Au rj .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,list 4e·to9T~l'.he date paid,nall)eand address of-the person to,w.hom· you made payment,their official title and th~ainount':~··l':·.:...'.....:.':.;",.,...,:,~.,.-:'. Date Paid Name and Address of Payee' !.~},Offi~ial Tji.l~ .' .:·Am~unt.·Paid .. I,. .,, 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 valu,e of the prl?perty in the corpputation ~f taxdu~..I.f any such expenditures meet all of the three following tes'ts,itisre,commend.e~Lthatyou itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the d,ebts claimed q!1d.allow those which he determines to be proper.The tax will then be recomputed and y~u 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;a~d "\.""1 2 -You ac;:tually 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 ex'ec'utor','adrriinistratoror other personal representative of the decedent handling the admin.istration of the genera.lestate of the decedent or any other transferee..,. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid .,".l '. I .. " .. .. TOTAL $.'_T (attach separate sheet if requ ired) t. COUNTY Of _ I,hereby certify thaUhefore,going is ajust and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I didpa'y out of th~property herein taxed.I further certify,that to the best of my knowledge and belief,these'samedebts will norbe c1aimed'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 f·~i!";;"--'._-----~..-_._._----------------~,..--.,-- i,,!J _...\1.1)... .Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10,OOO,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE.JANUARY I,1962,(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED).J '-~.&J -1/-6S-c;". ."-"{:.,,~.Ff~C~;~~.T;HEJR~~I~T:~R(O~:~?7~~. .: "let f Washington 'J I .',~-~~'),:I'.'~'...'oun yo :.'..,....'....:,;,..,...'.~.,".,,;~,._._.. .:'d (J': • ..,~..,~~~y,.~Qp.4y~,',..of ,40Q .~P.X:~p..~~~~~~.1 )~~c:l?9A~J.q2f~~lSQ~7. ..'(H •.(Name).(J '.J"',.,.'J ,:~•,Ii'",'._,-'I .I...(,~ddre8s)_;..I..•~'(..: .r being duly ~.w~n:]L .according co law,depos~s and says that he is the ~Q_':'_gw.n~J.;'--~---------------------;--------;-" •"•(.',II:,L.n_..~....l'C '.i '.:......J ~..:(Exec.,Adm~;Legatect,Ecc.)....f (.-:'' .of the estate of_k~_g~_~~~g_~~'y 'whose last residence was __?Q_Q_J~9..~_th ~~,;'_~~_t.1 __.. .(~o.)·(~~rn1/', !1_c;:_:R5?_~~J.~_L_~~~.deceased,and that the whole of the estate of said decedent,who died ~J.:"__~_,J~.?J _ .(CitY,Borough or Township)(Dale) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE . ,!..l $0.00 Personal Property NONE .\.. ,::....l (.-'.J..j "~,• 1 •.J r fl >....~.J -tr I:.. (..-...-,\ ...f ~~•J 1 '....... '.~, $0.00 NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent 'as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder a,nd indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type.of account,account number and the exact name or names in which the account is registered. ~-,-c-c.-~·~·~.-~--_~~~ '. Jointly Held Property Estimated Value .. .~,,.~---",." Savings -Account,No.81-1961233,in the Pittsburgh National Bank.~ McDonald Office,in the names oftAugust,Bondy or Mrs.August Bondy \...}'.J l~....il ;"•4 •.~'1.i.(,'.",•..•II .;,.or Mrs.Et:hy1mae Bondy Knepshield.·value as of date of death:./\-M!rv' $14,867.39,deced~ntI'ii'i'nterest.one-third.$4.955.80 ,-'"1":.-./ .c "."c ..'-- - ; Transfers within TWO YEARS Prior to Death - NONE .~,. ".'. ~1 '.....of'·"".to J -.-.'.-oJ - I ~_. I.(.$,0.00 That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of .another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:~. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE - BENEFICIARIES . I .~=----__J _'BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Mrs.August Bondy (Marv BondvI) 200 N0rth Street,McDonald, Pa.15057 .~1ife Yes ~1/2- Mrs.Ethy1maeBondy ,Knepsh1-e1d ,6544 s.·w.25th Daughter Yes 1/2 Street,Miami.Florida 33155 "" . ,..- I I'I " !, ,- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED-----"-' NOTE-;--List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidFrankNation DEBT OR CLAIM NATURE OF SAME AMOUNT nus CObUMNr------=-=-=-.=..=--=..:=..:c::..:..::...-----'--,---·------"------"-------------,---..,.:-.:-,-------foKEGISTER ONLY $1,918 20 $ Family exemption (will not be allowed unless .decedent died residing with a spouse or children.) Joseph C.Ralston Administration Expenses * Counsel fees *40 001 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Minnie FulmerMrs.Ralph Campbell Boaks Garage Pa.'Dept.of Revenue Clyde S.tewart Christie Ash Bell Telephone Co. West Penn Water Co. ·West Penn Power Co. Columbia Gas of Pa. Russell Marino,Register Sandra L.Stewart,Notary Household help ~ashing and cleaning house Garage bill Title change on car Trip to Washington Plane fare and help in last illness of decedent Last bill Final bill Final Bill' Final Bill Cost of filing this form Notary fee 128 0000 48 40 8 00 5 00 200 00 23 39 14 ~3.6 ~4 I 11 81 3 00 ., ·1 00 'I Total $2,419 37 7-Lf (r :1 7 . Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi·debt is greater or less than the estimated amount claimed and allowed. ~c::~C?~~~~~..~~~~.~y.~y~~~.~..~?~.~?.... (City or Town and State) ."77!~..~~4-r ..·..·..··.·. ()(Executor-Admr;strator) ZO.o.W9'J;.":t;h..S.t;:r.~.~~. (Street Number) Subscribed and swom to before me this . .......9.th r.:.,,_••,.day of J\l.I)~,1971.~Wt,OT~··········· ..McDONAlD BOROUGH WASHINGTON CQIINry .MY COMMISSION EXPIRES FEB.28 1972 Having been.duly swom accordtng to law,I do hereby certify that the above appraisement is made in confol'mity with law on this .............:.'d(i...::tIu ..day of ..::~_,19.7./..w . .(). ...~.y.~~. In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such fut.ure intel·est. REPORT OF THE R~GIflTER OF WILLS I . .I,the undersigned duly elected Register of Wills in and for U:-!.~.. . ..'County,Pennsylvania,do respectfully ~eportthat I have allowed debts and deduction~in the amounts claimed by deponen7ex pt as those items where a greater or lesser ~mount IS set·forth In .the last column to the right In said schedule above,which greater or l~sseJmount presents the sum allowed as a de~uctlOn.. Dated:·..~.-:c2.9.7··7·1................\·~~.(4 W.~. .Register of Wills,. IN THE I,-,,-'"m No 'CC-"F-'".,•'"===:==::;:::;:::=~=;=~=k=::::;====== I ,"'.....,'""•'",. 1,1\Will'' t "t :Admi.nistFationINo.:..;;..;..Year ..... I ' ! MATTER O~TH~,APPR~ISEMENT OF THE .' -~-"\:.. ",:.)". '->",).1 j .'/\'. ,,'j),"','0~~Q ~} ,"" .,..--;.~ ,ESTATE.OF ' -~~::::::J ~i:--;::;=:: August Bo~dX'~~';-'-,....:.~."... :....:."0':'"oJ.-•••••r.:::':<.-;••••••• 2 -:......~'::n :::c Deceased_,~.j!,_~:','-i c'::;rq ,Late'of.~~~rr~~~..~~.~~ug~~??..g~'~:~;~;: '"',;,r-~;",. ""Y : CountY',~f ..~M~.~g~.o~. ~ ,Commonwealth of Pennsylvania REPORT AND APPRAISAL !...- c~0-:., '" .;..' ..:' I ' ! il![ Ii f: I, t__~~~", Joseph C.Ralston At.torney at Law McD,~n~ld,P~. .. ,", " r f;~I '. RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARY BONDY-CO OWNERl11...."1 . IN YOUR REPLY PLEASE REFER TO :J In Re:Estate of ~A:.!o!lJ~G~US~·['=......lBO~Nll:D!..!iY,--_ _____--IWiwA""'Su:HuTNJlIUr.T.uO..LIN.ll...-County -File No.63-71-659 Dear MrS.Bondy, You are hereby notified that the original appraisement in the estate of ~A~U~G~U~S~T~BO~ND~Y~~---__---- has been filed in the office of the Register of Wills qf WASHINGTON County on June 29 ,19~.Said appraisement reflects the following valuati6ns: Jt.Hd.~_--,--__...;;;4~,~95~5:..::.~80~·_ Personal Property _ Transfers _ Total ..,.....-~4lo_j,'""9L",5L",5....~80........----_ As to such tax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e --::;..Jun=e=--.::2~9u,E.......:l:.<:rt...L..::l'____Signed DATE OF DEATH:May 6,1971 Note:This is not a bill. Title ALFRED TOS!,APPRAISER I R CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (Initial) Estate of_B_O_ND_i'f ,_A;.:;,.UG;;;.,.U;:.:S::..:T=--DATE OF DEATH 5-6-71 (Last Name)(First Name) FILE NO.63-71-659 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__Wi:.::a='s:=;h~ingt='=~o~n~_ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Wk·)."'~~~.I ERITANCE TAX APPRAISE • June 29,1971Dated:___=----'..;;..<...z.-;=-<...-'-=_ REPORT OF THE REGISTER OF W'iLLS I,the undersigned duly elected'Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponl:5entexcept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F"r hich gre er or lesser amount represents the sum allowed as a deduction..~~, Dated:June 29,1971 __~c((\~~ "REGISTE'RO'F'WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$,$-------+-,-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on'$_---:.--::,...-,,..,,...,.---I~~2% Tax on $2.5'36 k.'3 @:) Ta~on $5% Tax on $10% nX~$1ft Exemptions * Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $-----=---.:-.-.--1-- $~1...t;1.!::.:2:.._.4011o.lo-RL-- $------~-­ $------'---1--- $-------+-......,:,;~ $l...-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previOUSly paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::~t=== TOTAL TAX BALANCE :-----~~ PAID $...JL BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----l ' AMOUNT OF ESTATE TAX ASSESSED $------"'"L- Estate tax paid $......Jl- BALANCE DUE $----lL- Add interest at rate of 6%from ------ItIO----- ,FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. " Will Administration {'. ~No.'«'«« IN THE Year «'««.«.. ." .' .1 '" MATTER OF THE APPRAISEMENT OF THE ESTATE OF AUGUST BONSY............................. Deceased Late of ..«...McDONALD« County of «...WA.$I:II.NG:',1'C):rL Commonwealth of Pennsylvania REPORT AND APPRAISAL '., ,~-.,.. ,'O''"., l-:,. f· ~ (\t Fonn RCC-2 •.DVAR,-MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~?.9.I.J.:.9.7.!: . COUNTY ~.~h;!,Agt..Qp..."""""""..""",,..,,"..'... FILE NO."."...§?:?~:.??..?..".."..".".""" " Whereas,AYgY.~!;~~~late of McOON ALD . .in the County of :.:WA9..~~:NQ-.~9.N Commonwealth of Pennsylvania,having died on the ;?m.b day of Mcly 19..7;1"..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:~~!;.~:~,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 Ufe 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. Description of Allet Unit Values $ Appraisement Made for InheritanceTaxPurpol8s $:ee COny attached to appraisement ..' -. .."\ f 4,955 80 ..................·..· ···iU~{:1~·..~d·..~ijij~i ·· ·.. ...................................................................(.p~."oW:~i ~,Penna. .....WASHJNG.'r.ON .County \1 .\ '--1 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..AUG.US'!'.OONPl jj~~~~~~d. Late of ..........................M~P.QNJ\JJ.J... Date of Death,.5..:§.:7.~.. Appraisemel!t Docket Vol.,.1..8..: : . Page,....18.."'..:~3...............No.63-7i-659,". Filed in Register's Office,June 2.9 19 71 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,;.. Wrote abo.ut Appra.isement, Appeal j,.o-m Appraisement,. ,.Entered and charged,. .(;~ .~ !;I .', \J l .00 T r-, 1,9 1 820 40.00 100.00 40.00 " 48.40 8.00 ' 5.0 0 200.00 233914A3. 614 11.81 3.00 1.00 21 419311 .00 T "'.,11