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Home My WebLink AboutOC1971-0671 - ESTATE OF STITSELI DEPARTMENT OF REVENUE OFFICIAL NOTICE OF INHERITANCE TAX ~~:~~:~~-~~·TH OF PENNSYLVANIA b · BUREAU OF COUNTY COLLECTIONS APPRAISEMENT AND ASSESSMENT OF INHERITANCE TAX DIVISION --ASSETS N_~T SU_BJ ~CT TO __ ~DI.\11'1~-R~ TION TO: CAROL J. PlliLI.IP;i__ ____ _ CLAYTON TR-COURT LOT 18 H.D. l WASHINGTON, P~:NtllSYI.VANie 15301 Date: June 8, 1971 County 'I'· A.ShlNGTON County File No_.._.J% -:;/f"S"-r Bureau File No. 0J-V-6 ,V 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. J The property on which tax is hereby assessed consists of: Jt. Savings Account #87-2136358 held in the PITTSBURGH NATIOKhl. BANK. v.;.~)bli·qur OfFICl!., WM.SHINCWN. P1NNSYLVANIA.-In the namu of MRS. ARLINE E. STITSEL IN ThUST FOR CA:10L J. PHilliPS. Opened 2-2-70. Balance as of date of death, $301.53. appraised by the Commonwealth, as of the date of death, at$ 301.~3 100 %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 th~ee (3) months of the date of death of the decedent. or on or before Auguet 16 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became 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 *------ 19 __ · in the amount of *If the tax is not paid by the above dote additional interest is due at the rote of 6% per annum until paid $ ORIGINAL ASSESSMENT S----3~0~1L.5~3L_ ____ _ 18,09 ---_!.9_9 ____ _ . ] 8.09 AMENDED ASSESSMENT Jo/....s-:.3 $-----------------/ 4~1'. oa $ =======-=======! APPRAISED BY: ~;;;z!..~~e:s:~~L-J~~-ASSESSED BY :-------~-------1 (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. Moi I or bring it to: 1?~1/At(~ AGE,:·~· t(JURT HOu·'·' .:, -c..t>i, '·'· WASliJNGTO~ PE~A~ lfi3DJI Fonn RCC-2 COMMONWEALTH OF PENNSYLV ANii-"Dt\TE ............... ~~~ ..... ?.9.!. ...... ~.r.!.~ ........... . DEPARTMENT OF REVENUE :~jJ.AU OF COUNTY COLLECTIONS 1JARRISBURG, PENNA. 1 7 1 2 7 RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ......... \.!~~h~~-~~ .......................... . FILE NO .......... §?..:7..!~T! ........................ -.................. . J MRS ARLINE E. STITLSEL WASHIIDTON Whereas, ................................................... ~ .................................................................................................. late of .............................................................................................................. . in the County of ........................................ W..AS..H.l.NGT.ON .............................................................. Commonwealth of Pennsylvania, having died on the ................................. 16-th. ................................................ day of ............... ~1 .................................................... 19 ... 7.~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................... ~~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 Asset Values Made for Inheritance Tax Purposes $ Jt .. Sav ine:s A:cct. #87-2136358 held in the PITTSBURGH NATIONAL BANK. WASHINGTON OFFICE, WASHINGTON, PENNSYLVANIA. In the names of MRS. ARLINE E. STITSEL IN TRUST FOR CAROL J. PHILLIPS. Opned 2-2-70. Balance as of date of death .. $301 . 'i3 INSOLVENT I I I I I I l : ; I . ' Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this ....................... do;;cL. ......... day of·······.·.·.·.:.·.::::::.::::·.::·.::::::::·~~:···:~:·:··.·:·::.~~-·· Appraiser ................................................................................................................................................................ !A_) (!lumber and Street) ·················································~·····························•Penna. I ! ....... W.A~I:IJN.G.TON ... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS. ARLINE STITSEL "'' Deceased. 'J Late of ... WASHINGTON ••J•·························································································· Date of Death, ..... ..5~J.6~7J. ................................................. . Appraisenzel?t Docket Vol., Page, No. .. . .llJ..:~~T+-~.7+. .......... .. ~ Filed in Register's Office, ............ ~~~ ... 3..0 .... 19 ... 7.l.. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal fyom Appraisement, Entered and charged, ,._ ....... .. ct If you hove already pu ~ thi~ tax'.· r; 1 cxecut• r aL:n r -1•o'·Jr, dt:)(llCY or oth..r personal representative of the decedent for forwarding to the CGmrr·c·:we:alt~, ti~t b~.:o,.., tnv ,lo •? p,, J, n:jme and address of the person to whom you made payment, their officic.l tille Jr.c the otHJlt;:t Dote Paid Name and Addr.:~s ~f Pu.cc -· -·~-Ofirciul Title Amount Paid Under certain circumstances, if, 'lf1er t~e dare o: 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 fu11owing tests, it is recommended that you itemize the payments below, execute the affidavit, and return this notice. The Register uf Wills will examine the debts claimed and allow those which lie 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 per!)onolly legal!) rt:.:.ponsiLle for thec;e debts, ana 2-You actually paid these debts out of the account or property described above and con furnish proof of such payn~ent, if required, anl~ 3-These sa11e debts ore not also cluimed, for tax purposes, by on executor, administrator or other personal representative of the decedent hundl ing the odmin istrotion of the general estate of the decedent or any ot~er transferee .. SCHEDULE OF DEBTS Dote Paid Name of Pay_ee Description of Obligation Amount Paid J" "tow t /3 J f7J C..q,e, I LT. Pl... 'JJ /P~ ru.A.t-P..1PI!IL I /t, k tj, D 6 -- ---- i - ---· ··----------·--. --------· --·--·-,---1----------- ------------·-- - I -- - --- > TOTAL $ /t. /, 9. 0 0 (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) S~. -'· COUNTY OF (.ol FL5hl ""'• ip .N . , I, C 4 t2,o / J_ ~'1}/f'S . ----· ~creby certify that the forego in~ is o just and true statement of funeral expenses and other debts of the deceOE'"li, '_/1~~----f!...-Stt T.Jt> I _,for which I was legally responsi~11e and which I did poy o• t ol the property hereir tax<.d. ·I i 1rther C('rtily, thor to the best of my knowlcd~;e and betief, the<.• ~"' ~·c J,·_,c;.,. ·q qof Se r:aicrrl hy ony other person, ior :nheritance tax purposes. SWi!fN AND SUBSCRIBED BEFORE MF TH!S __ .I $ ___ DAY OF ~A.-z-~ ------1 ') 2 /_ -- ·----------·~---------· ----··----·--·------------- I, the undersigned, duly elected i:egistn Ji liill-,; ;,, ur:' f.: +l:e r.b0·.? cou.1ty, do rPs:)ectiully report that I hove allowed deductions lrsted t:t.ove ;., •he •u~c.! cw1oJ, ,iS ---_________ ,,.,_.,. Dote of Approval: __________________ _ --------Register of Wills