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Home My WebLink AboutOC1971-0682 - ESTATE OF HUNT. j , . • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (4-69) 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 FINANCIAL INSTITUTION __ T_he_u_ni_o_n_N_a_t_io_n_al_B_ank __ o_f_P_i_t_ts_b_ur_g_h __ _ ADDRESS ______ P~·~o_.~B~o_x=8_3~7~'~P~i7tt~s_b_ur_g_h_,_P_a~·~l~5~23_0~-~~ ACCOUNT NO. OF JOINT, Att: R. N. Christiansen, Ass't Vice President TRUST OR INVESTMENT DEPOSIT #71-4].104-4(Checking) NAMES ON ACCOUNT ORINVESTMENT ______________ J_o_hn __ W_._H_~_t ______ or __________ __ Iris c. Kehm hj~ DECEASED JOINT_D_E_P_O-SI_T_O_R_, ___ J_o_hn_W-. _H_un_t________ I t9fo TRUSTEE OR INVESTOR----------------& / < ADDRESS AND COUNTY Railroad St., Bo:v. 171, Cecil, Pa. 15321 DATE OF DEATH :-:-:----------J~un_e_J_;;_, _1_97_1 _________ ./ SURVIVING DEPOSITOR, ~ BENEFICIARY OR INVESTOR ____ I_r_is_c_. _K_ehm ________ _ Railroad St., Box 171, Cecil, Pa. 15321 ADDRESS _________________________ ___ RELATIONSHIP TO DECEDENT Daughter DATE DEPOSIT OR INVESTMEN-::-T-----=----------- WAS ESTABLISHED _____ A_;.p_r_il_25_;.,_1_9_6_9 ------- BALANCE, INCLUDING INTEREST 915.86 DUE,ATDATEOFDEATH$ _____________________ __ ~ "CfJq ~~-, f ·~ =rtf ~-7, 1.3 .. ' ,.. ~ Ja '1.. ¢s-]. 9.3 ·: r/7, 1/f/ J"'1b ~ .Pp;. 7. 'If' = ·-1 f,3 7 y,.... _f _ ]f · CECIL OFFICE Signature TITLE Assistant Vice President ..,_; .. " \ ; ---------------------------------------- RCC-134 ( 1-69) COMMONWEALTH Of P.ENNSYLVANIA DEPARTMENT OF REVENIJ'E BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION .. TO: IRIS C. HEHM RAILROAD STREET , BOX 171 CECIL, PENNSYLVANIA 15321 Date: ---=J;..:::u:n:..::e:........:2.:.1.L., -=1:..:9::....::7~1~-- County __ W_;a;.;.;-s;;.;;h;;;.;:i;;.;;n.:lig&...:t:...::o:..:;;n~----- County File No·-----~-- Bureau File No. &J-7/-/, P~ We have received notice that, ~IIX~XXXXXXXXXXXXXXXXXXXXXXXXXIDXXXXXXXX on June 3 19_11. you came into ownership of certain property through rKJll~lllkilXml ~nldf~~~ transfer from, JOHN ,v. HUNT, 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. Checking Account #71-41104=4, held in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBURGH, PENNSYLVANIA. Opened, 4-25-69. Balance as of deate of death, $915.86. In the names of JOHN W. HUNT or IRIS C. KEHM. appraised by the Commonwealth, as of the date of death, at $ 915 • 86 50 % of this amount is taxable at the rate 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 ~-,th of the decedent, or on or before _:_Sept. 3 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax become delinquent, fifteen (15) months after the date of death and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of*----- l9 __ 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 / /, ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ __ 4~:1!...!...7.!....:. 9~3::...__ __ 27.48 1.37 ---------- $ 27.48 $ =========== ~TOTAL AMOUNT DUE APPRAISED B'f:, ~r __.. "'.-i>~-~~ ASSESSED BY: _____________ _ C> {Inheritance Tax Appraiser) (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: 15301 If you have already paid this tax to an executor, administrator, -r.ttprn'Ety or other personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, nome and addr~s~_of th~ person ro whom· you made payment, their official title and the amount. , ' 'l'' Date Paid Name and Address of Payee Official Title. 'i .:;. 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 compl!tation of tax. due. If any such expenditures meet ali 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 th.e debtscla.imed a·nd 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 ail 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 Payee Description of Obligation Amount Paid .. " TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ . . . I, hereby certify that the foregoing is a just ond 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$--------.. Date of Approval: ______________ _ Register of Wills . • • ' . ! '' ' . . ,.· ' ' ' ~t• .. ntr,.,..tlrv paid this tax 1to an executor, administrator, attorney or ot~tr per .fliDI,..~ll IICt!GD~. . f9\'!arding to the Commonwealth, li~t ~elow the dot~ P,ai4,, n~_J!le and addMss .,.~ • ...,n ··,· ·paymen., t, their official title.and the amount. 't. .. n .. ' '•r ' ~ ' .. ~~""'~~~ ' ljame and Address of Paxee ·. -~ , ' 1: '{ ;· :. ~ ~.~ tt ,_ ..• QffisiiJ.IiiJs ··g •• ~ .,.,,,l:'._asu " -C:«toin circumstances~ if,_ after _,the date of death of the decedent, you personally paid .... , .... ,,, .... jvst·debts of the_ decedent, with funds derived from the property herein taxed, such QIIU)Unlrs ·quotify, as deductions against the gross valu.e of tht pro~ty_ht~ ~PW.ati9ft ··9f-.~f• -!N~~-~·t Jw1•~·"'!!t all of the three following tests, itis recomme.,d.t,d~t~ . . . 7,~.-::.:-... .:;;~ .. ,r.,;;,~ n•••~~"••it,.and return this;notice. The Register of WiUs will e · · · Which he cfetcnmines to be proper. The tax wiiJ then be r•computid wiiJ r~:•n•• ~~a.Air~m. qf.~!\X· . , :·. · , ,, · ' ·. .. . ·, ·: • ·. ·. ··; '~: ;~,r,-1~, $tdf~]'•bt~·~J!I!IIt~~;, .. I!S"PILiDI:~I:' TESTS WH.ICH 'MUST BE MET ARE THAT': '.I ~ p df' ~.;,·, •.. ,~,. l~ ~t-, ·~ ~ .... ......,., ......... r:r. . ·•: ...... ~' "~. r ..... ,~ . ''f"'r• ~.'4"' "'"' ~,,.. -~-.,., ............. ~ .· • ":t~ :fft~J ~ ., r _ ~ ~ ~ • , +. . ~ ~ ~ -~ ~ t;o:: -~ ,_:...*-.. ~."l~~,~a.· ~ ·:.r:~~~-m~ri\'lf·'l'• ".'~ft!lly·l;gcrflf~responslb~, _for these debta,--ontl. _ ' _. >: ;.Jj_ ~: "t~ · ..._...,l.. ""~ r. ....,...,, -... ~... , .. ~. ' ~ 'J '«" a .......... -~ • ..;~·1'-.'11~'·~·~·-"'""""' .. -· _--~-. · .this-/debts olit of the ~~eeauAt or:ptOpert,~Kt.ibel~o~_.,Ol.· ·.""'l•tQII~.tfifi'U.,.;;;Ir41i01 ""-~h P~Y~!'_t,_ i~ _re9~i!~~'· ~nd _ . . :... '"·---~ ... ::.i. ~ -, .1~ ..... !;~·:.·~',.,.:~ ...... h .... ·,.' .. .,.....,.....,_.,.~ \ • • . • "'!. j,"• •ome dehts are rior·aJso claimed, fo; fCIX pur~oses, ·by_. a~ .xft"vfor;~ci4mTiHilrafir.of"1tfiif'~~·· !'"" _ pder~al ~presentah!ive_ ~f.,.!fh!"' decedtl*! ~a'!~~in~·.!~~ ~~-~f\l~~~tfa!ion ~f·1fl!~~MV!t-.•!¥J'J!.f J~ _i,J f,.4it, ., • ~~~~ ~ . ee~enf or any ot er trans eree. , _ ,. ~ ·\ .~ . \t.t . -. . _ , , · · · "' '· ....... :, ...... :~--~-Tt'. '911~: ~~:.t <.,;S "i,.,.i?;<~ -'!~rtf.~~._ r.:t ~-~ tt• :;;;---·~- ·•. -";.l(l[1 . .. ~J ~ .. l ....... I, L • • ,.~, .... ....,._ ... :SUBSCRIBED BCFORI; ME THIS -_:/ADA Y. OF ~~~----------------19 ?/.' ' REPORT OF REGISTER OF WILLS .• 4· vndflaigne~, duly elected Register of Wills in and for the above county, do respectfully report th*- , Uowed deductions listed above in the total amount of S · .-. ' . . Register .01 Wills ..... Form RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ }.Y.:J.:Y ...... .§ .. t ..... .J.~ .. ?J .............................. . D,EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS •HARRISBURG, PENNA. 1712 7 COUNTY ..... \.Y.~.~.4..~.r.!g.!..2.~ ................................. .. FILE NO ........ ?..~.: .. ?. .. ~.: .. ?..~ .. ~ ....................................... .. Whereas, ......................................... J.OHN ... W ........ .HAUNT ...................................................... late of ..................... 1~KK ........ .C.EC.IL ......................................... . . iV'ASHINGTON · · · m the County of ......................................................................................................................................... Commonwealth of Pennsylvama, haVIng died on the ...................................... ~.~.~E~ ................................... day of ............. ~.:U.:.~.~ .................................................. 19 .. .?..~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; A S E Therefore, I, FR NCE LjO 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 Purpoaes $ Jt. Checking Account f/71-41104-4 held in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURH OFFICE, PITTSBURGH. PENNSYLVANA. Opened 4-25-69. Balance as of date of death, $915.86. In the names of JOHN \iT • HUNT OR IRIS c. KEHH. 915 86 INSOLVENT form~;·:~hb~ ::lfh~w<>rfla~~:··~.~ o~~~~ cE~~i~~~;::~:~? Appruser ....................................................................................................... ........................................................... { 1'1 umber and Street) ............................................... t.J~ ........................... , Penna. (Post ee) I I I I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J OHNJi.~ .... JHJ.NT. .................................. . Deceased. Late of CECIL Date of Death, 6-371 Appraisemel!t Docket Vol., Page, No. . .. 6 .. 3..~.7.1.~.9.8..~ ..... . Filed in Register's Office, ..... ~.~~¥.. ... ? .......... 19.?.~ .. Amount of tax due $ ~ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal j1'om Appraisement, Entered and charged, .. _