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Home My WebLink AboutOC1971-0692 - ESTATE OF MCCUENI ,, _ . ~ ~.~~71-tj~ , . COII\MONW'EAL TH OF. PENNSYL VAN lA RfCE ivEo ::? . r7 j DEPARTMENT OF REVENUE COIJNf.U~EAU OF J ~ -/%7-7 HARRISBURG y 1...0/ .. lEL ~·iONS R c c-43 (5-65) NOTE: .TO BE SUBMITTED IN TRIPLICATE ",, . Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: RAY ZO 3 20 PH '71 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING Flt:-fANCIAL INSTITUTION Hollon latd.mttA Bank ll taat; CftlnPailJ" ADDRESS HaiR 8b Ko010l'e Sts., Bu~ta~un. Po. 1$011 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 63-16110 ----~~~-------------------NAMES ON ACCOUNT OR INVESTMENT Bl.ltl&be"' JiieOuon oJt Sdl,Cb lalsion DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR lllbabe'lt McCo.en ADDRESS Box ?Ct Dt~•aettstown, ta. l$021 DATEOFDEATH __ ~'~•:14%·~·f1~-~--------------------~------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ______ E_a_·. _t_b_R_•_l_s_t_e_· ___________ ____ REtrATIONSH IP TO DECEDENT _ ___.:::D=a=g:ull=;t;=e=fi-· ---------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _'>~&.._.·.a:::::a·&.:::·;,;&A..,._ _______________ _ BALANCE, INCLUDING INTEREST DUE,ATDATEOFDEATH$ _______ ~l~3·~28~·="~··----------------- .. s· ' •gnature I RCC-134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA I>EPAIHMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS / INHERITANCE TAX DIVISION ., .. --. ~ OiFICIA~ NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: EDITH RALSTON aoxm, BURGETTSTOWN, PENNSYLVANIA. t 5021 Date: --~Ma.fm'J!-. --112~5 .... , 1~9f4~+1 ----....... County __ .....JWI!I.i&i:i$~.&:~b~5t'l~gt~-;..gOa,l1------ County File No. _________ _ Bureau File No. h.3 .-7 J -b f'). 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.Belti Bank .a.aeeat #63•1 6110 held: iR the, MFji.LON_NATIONAI. BANK...&.. TRUST COMPANI 1BURGETTSTOWN,PENNSU.VANIA. tn t.he names of EJ izabet.h, Mc.Cuen or Edit.h Ralaton. Opened .Iune.B;1954· Balance as of dat.e of death, $3,,3S.B.66 appraised by the Commonwealth, os of the date of death, at $ . 313SSi66 ;o %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 death of the decedent, or on or before Aupst Uu 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 date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT $ 1,679.33 100,76 ---_;_j,OJ:t_---- $ ••••• m 1()()-76 AMENDED ASSESSMENT $ !& 7?.11 $ ================ APPRAISED BY: i~.a·;(.-LaiJUk?l/£, ASSESSED BY: ____________ _ (Inheritance Tax J\'ppra i set) (Agent for the Commonwea I th) INSTRUCTIONS TO TAXPAYERS ·Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accoiTli>any your payment. Mail or bring it to: Atitnl 1 ti 1; l fiE :.. OIV!MtiN~~tA'-1 " COURT HOUSE WASHINGTON, PENNA. 1530) If you have alreaqy paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forward'ing·to the Commonwealth, li31 beiQ.w the date paid, nal)1e and address of. th.e person to whom you made payment, their official title and t~e ainount. · · I' · • ·- Date Paid Name and Address of Payee Off(~ial litle . · Am.ount 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 ore not also claimed, for tax purposes, by an executor, administra'tor 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 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 t.axed. I further certify, that to the best of my knowledge and belief, these same debts will not be clainied by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF 19_ Signature of Tax payer 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$ --------D Date of Approval: ______________ _ Register of Wills ·; ... .. ., 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 the date paid, nome and address of the person to:whom. you made payment, their official title and the amount. · Name and Address of Payee Officio I Title . .... .. , Amount Paid -..... ~,-~ ..... .!:lo~~' ~ """' r _____ ....... -••J ......... ...,...,.. -~ .... ~ U(ider 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 c~mputation of tax due. If any · ... ~"',such expenditures meet all of the three following tests, it is recommended that you itemize the payments below1 ~· exee'ute·the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determin·es to be proper. The tax will then be recomputed and you will receive an amend~cf assessment of tax. · THE THREE TESTS WHICH MUST BE MET ARE THAT· ~ ~ ·1 -You were personally legally responsible for these debts, and ~ t t . ... _ 2-You octually paid these debts out of the account or -property described above-and con furnish proof of such payment, if required, and 3-These same debts are not a I so c loimed, for tax purposes, by on executor, administrator or other personal representativ~ of the decedent hand I ing 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 · ... ,.,.,....,..;;.,;.; ....... ..--............ _,..__;;__ ___ __,_.....;.. _ __,......_ ....... _....,.. ___ __._ __ ,.._~ _______ -+-_-:-:-~------t . _..... 1 A ~ r ~ ~ J /J.....-. r,~. .,.1 "· ·~ AJ., 1 ~A 'v.~ 7. a o .. ~t 'P ... ~ . ·1 -.:lt.. -11 (attach separate sheet if requ 1 red) I 9 7£ . .3S TOTAL ·$ ·/, ~.:.:f~~MONWEALTH OF.PENNSYLVANIA) · · SS: COUNTY OF: Washington ) ~... ... . ,"\ t, ' ld1th Ralston hereby certify that the foregoing is Q just and true stateme.nt of · . ftmerof expenses and other debts of the decedent, Elizabeth McCuen , for which I was 1-ooJiy 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 to purposes. SWORN AND SUBSCRtBEO BEFORE ME THIS 5th DAY OF ;,t Jul 19_1L. ~ ~ ~ /wt ~UGH A. HITCHCOCK. Net•ry PubliSignOtUreOfTO)(flOY . •nover Twp., Washingte" C. ft • \ ~J Commission Expires Je 1j a. ' REPORT OF REGISTER OF WILLS 'r I, the undersigned, duly elected Register of W iII s in and for the obov e county, do respectfully report that I have allowed deductions listed above in the total amount of $ ---------· · Dote of Approval: _____________ _ Register of Wills -r·~~~ .~& ..... ~ ... ~. i •.• I • I ,I ., I I 1: I! Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ........ ~.-~!Y. .... .?. ... L.J.9. . .?..! ........................... DEPARTMENT OF REVENUE RBSIDENT INHERITANCE TAX \vASHINGTON • COUNTY BUREAU OF COUNTY COLLECTIONS ............................................................................................... • APPRAISEMENT 63-71-692 HARRISBURG, PENNA. 17727 FILE NO ................................................................................................. Whereas, ................................................ ~.~I~.AB.~.TB ..... N.9..GV~.N .................................. late of .................... ~.Y..~Q.~.~.~-~-~.9.~~'.~ ........................................ in the County of ...................................... J1A§f.LJ::.NQ.TQ.N ...................................................... Commonwealth of Pennsylvania, having died on the ...................................... J.4.t..4 ......................................... day of ............ ~!.~¥. ...................................................... 71 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LEO 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. Held Bank Account #63-16110 held in the MELLON NATIONAl BANK & TRUST COHPA:t'-IY, BURGETTSTO\vN, PENNSYLVANIA. In the names of ELIZABETH McCUEN OR EDITH RALSTON. Opened 6-8-54 Balance as of date of death, $3.358.66 3,358 66 I INSOLVENT I I I I I I I - form~;·::~hb:: ::~h~w<>rJl~· ~.~ :r~~~~ c=~~;~is~g":: A ratser ........................................................................................................ .......................................................... W Number and Street) ............................................... ~ ................. , Penna. (Post Ofllee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ELIZABETH mC CUEN .................................................................. Deceased. Late of BURGETTSTOWN Date of Death 5-14-71 J ••••···•··••••·•••••••·•·••••••·••·•••··•·•·••··•··•·••·••••••··••·•••••••••••·••·•• Appraiseme!!l Docket Vol., Page, 63-71-692 Filed in Register's Office, ....... J..~.l..Y .... .7 ........ 19 ....... 7.1 Anwunt of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, Entered and charged, ' , ~ • ·'