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Home My WebLink AboutOC1971-0670 - ESTATE OF RICHEYRCC-134 ( 1-69) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 13UREAU OF COUNIY COLLECTIONS IN!i_.ERiiAtkE TAX DIVISION . ~ . -. OFFICIAL NOiiCc'b'F INHERiiANCE TAX APPRAISEMENT AND ASSESSMENf OF ASSEfS NOT SUBJECT TO ADMINISTRATION TO: JEAN R. STANDIF()RD 140 MIRRAY A VENUE ___ W_A_SH_I_N_G_TO ...... Jf._.1~PE ..... ~~--S ..... YL_V_A __ N_IA __ l5301 Date: March 3, 1971 County \vashington County File No. ________ _ Bureau File No. 6J-7/-t 70 We have received notice that, :X:n~JLX~XXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXXXX on. October 14_ . 19 70, you come into ownership of certain property throug~~lH ~~~transfer from, MILDRED B. RICHEY, deceased. Under the Inheritance and !:Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the I ia b i I ity for the payment of the i nheritonce tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of}t • Bank Acct • #167 32, held in the FIRST FEDERA.L SA~JN(}S AND LO~N _ASS()9J:A..TION OF \vASHINGTON, WASHINGTON OFFICE, \vASHINGTON, PENNSYLVANIA. _In the names of MILDRED B. RICHEY or JENN R. STANDIFORD. Ope~~d, 8-29-63. Balance as of date of death, $2,086.14. appraised by the Commonwealth; as of the dote of death, at$ 2,0~-~.14 50. %of this amount is taxable at the rote of . 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or before 19 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 ot 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 dote additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNI DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 1,043.07 --L------ 62.58 --_......_ ______ _ __ ..,.. _____ ......,._ 62.58 $-============= 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 to: 1<~111\M~ AGENT FOR THE cor~HJWN~~tAU li COURT HOUSE WASHINGTON, PENNA. 15301 '!# .... If you have a I ready paid this tax to an executor, administrator, attorney or ,other persona I representot i ve of the decedent for forwarding to the Commonwealth, list belo~~h~ ~<ilt.e paid;a.n!me and' address of the person l·o whom you mode payment, their official title and the amount. 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 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 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 Par_ee Description of Obligation Amount Paid TOTAL $ {attach separate sheet if requtred) 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 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 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$ --------o Date of Approval: ______________ _ Register of Wills ·.;.··.' RC C'·43 (4-69) 'u.. -~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG v .. 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: NAME OF REPORTING ;-:~ "'S't' f: ..... d.::."'"l <:,.,v~ ng" . .,n,l • ~.~ ~ ... .; ~ tr. p FINANCIAL INSTITUTION • u... • ~ _,._. '"'"" ·· ... ";;. ""' ·-• ~ ....... n "ssvc ... a .1.Dn or •• ashxngtou ADDRESS? South i·,'!.ain St..reet Vlashi11gton, Pa. 15301 ACCOUNT NO. OF JOINT, c;;;;; TRUST OR INVESTMENT DEPOSIT_l_6_73_2 __ __, ________ _ NAMES ON ACCOUNT OR INVESTMENT ?,11.ldred B. Rich'"Y '.n: Je:m 11-St~ndHord ·, - DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR I.Hldrcd B. Richey ~S8~~0NTY _____ J._~c_._r~_ur_r_a_y __ A_v_o._nu_c __ ~_~_5_h_in_g_.t_on~, __ P~_··--------------- DATEOFDEATH ____ 10_1-__ 1_~_-_7t_; ______________ ~---------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ___ J_aa._n----.R ..;_• ....;.S...:..ta;;;.;n..:..;;d;..::.i.;...f t:;;.;:)rd~---------------- ADDRESS 140 r~ur1.·a ' Avonue R E LA Tl ON SHIP TO DEC EDEN T _ __.:_?_..fl-l-~4J-4.;.....c....d::;l::t&!:::::::u:::::~~~:....:::.;..-4-..:.:..-. DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ __;:_3-___::.;~;.;::..;;_ .. ...;;;6;.:;:,3 ______ ~------ BALANCE, INCLUDING INTEREST ~ () o / LL DUE, AT DATE OF DEATH $ ______ ~?_.c_·86_· ._1_4 ____ JJ:..__tJ_ep_,_J...:.r __ _ /; o ~3. 6? @ {~ :::: ~~SF Signature TITLE I ·~ J '"+ ··:;-:;---------=--~-----~~~=~------------- If you have already paid this tax to an execL.Ior, administro•or, ct 11W1t; or oth~r per<:.onal representative of the decedent for forwarding to the Conrmonwcolth, list below the dot1: ~·:Jij, norn.: or1d address d t~e person tu-~hom you made payment, theit official ti+le and the an;ount. Date Paid I(/' -/ ? ·-7 I ·~ Arnount Paid ___:::::_../. ( . '/ f!'. .;) s- Under certain circumstances, if, after the dotf' of death cf the deccdC'nt. you personollr paid funeral Expenses or other just debts of the decedent with funds denved frc•r the propertt herPin taxed, S· :h amounts expended by you may qualify as deductions against the gross value of the property in the computa'rion of tax due. If any such expenditures me~t all of the three following tests, it is recon mended that you itemize the payments below, execute the offidavtt, and return this notice. The Register of Wills will examine the: debts claimed and allow those which he d eterm inc s to be proper. The to x w iII then be rec ornputed and you wi II 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 not also claimed, for tax purposes, by on 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 Dote Paid /}Name of Payee Description of Obligation Amount Paid /{)-17-71 I )1~ :_// ~ ·f'> . .:_L-<._,J./ -::J~./.• /./I/ ~~d' 2 () YLj. ~--~ Q/cn, / '\/ - ·--------·------~-------- --- . TOTAL $ ~ o9</o?J- · (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) /;._, ~ · SS: ~.oun:: ~&7/:l)d he.eby wt;fy that the fo<e?;n~_.js 0 jo.st and t<oe stotem~nt of funeral expenses and other debts of the decedent, d1 1 .ldc C: d 12.. ffl CIt -t;,R __ , for wh1ch I was legally responsible and which I did pay out of the property herein taxed. I further r;ertify, thai to t~1e best of my ~nowl£'dqe and belief, these some debts wi II not be c !aimed by any other person, for inheritance tax purposes, SWORN AND SUBSCRIBED BEFORE ME THIS ,J.. Jj t1DA Y OF &/:: _ > _JL.2T - :::JP svtL c e c'7f t-J; 'f. I J a c.-e... tot, eo,,.,...,. • ..,..... Ju.-, 7, m• REPORT OF REGISTER GF WILLS I, the undersigned, duly elected Register of Wills in and for the ur..c•e co,unty, do_rLspf'ctfu!ly 'report that I have allowed deductions I is ted above in the total amount of $ _ f-t. · 2 's1 1 jJ bo -· Date of Approval: ____________ , Register of WiTT~ Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF"COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 ' ·~ COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ J\Ul~ ..... J.Q, ..... l97l. ..................................... . COUNTY ........ :W.~.~.h~~.~~ ......................................... . FILE NO .......... ~J...:?..!-:::!?..7..9. ........................ -.................. . Whereas, ........................... M.U..J?.RJ1!P .... ~ ....... 3.+.G.~I ............................................................. late of .................. ~~~.~~':t~~ ....................................................... .. in the County of ............ : ......................... WA.$.BJ:~.~q,r.Q~ ............................................................. Commonwealth of Pennsylvania, having died on the ...................................... l4t.h .......................................... day of ...................... 9.~.~9.1:>.~r.:'............................... 19 ... 7~ ., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................. f.R.M~G¥.$. .... ~ .............................................................. , 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 Asset Values Made for Inheritance Tax Purpous $ Jt. Bank Acct. #16732, held in the FIRST FEDERAL SAVINGS & LOAN ASSOC. OF WASHINGTON WASHINGTON OFFICE. WASHINGTON~ PENNSYLVANIA. In the names of MILDRED B. lU CHEY OR JEAN R. STANDIFORD. Opned 8-29-63. 'Balance as of date of death, $2.086.14 INSOLVENI' 1 : I . , ·- ................................................................................................................................................................ (!'lumber and Street) ................................................... k!a.~~ ........................ , Penna. I ' I i I I I I ' I I I j I I ................. WASHINGTON ..... ........ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MILDRED B. RICHEY ····················· ·································· ············································ Deceased. Late of ...... WASHINGTON ............................................................... . Date of Death, ............ +.~~~7.9 ........................................ . Appraisemel!t Docket Vol., Page, No. . ..... ~3-?Jn-670 ······································· Filed in Register's Office, .... ~.~.~ .. .?.Q ......... 19.!.~ .. . Amount of tax due $ ,I .................................................................... . DEPARTMENT OF REVENUE .. Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, • Entered and charged, •