The URL can be used to link to this page

Home My WebLink AboutOC1971-0693 - ESTATE OF MONINGER· .. RC C·43 (4·69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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 __ Th_e_IJ_ni_o_n_N_'a_t_io_.nal __ B_ank_. _o_f_P_i_tt_s_b_ur_:g:...h __ _ ADDRESS P •· O. Box 837, Pittsburgh, Pa. 15230 ACCOUNT NO. OF JOINT, Att; George K. Steinbaugh, Ass't Vice President j \) TRUST OR INVESTMENT DEPOSIT #74-44407-S{Checking) r t/1 NAMES ON ACCOUNT OR INVESTMENT Ethel E. Moninger or ,; 11 Norma 1-1. Neil 1 1~ DECEASED JOINT DEPOSITOR, Ethel I!;. Moninger TRUSTEE OR INVESTOR---------------- ADDRESS ANDCOUNTY ___ J_8_\_J~~·-ne_s_b_·ur-=g~·-Rd_.~,_1~Ua=s~h~in~g~to~n~,~r~··a~·~15~J~O~l ___ __ DATEOFDEATH~~----------M-=~~26-='-l~-9~·7_1 __________ _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _____ h_'o_r_ma_M_. _N_e_u _______ _ 38 Waynesburg Rd., \{ashington, Pa. 15301 ADDRESS _________________________________ ___ Daughter RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVESTMEN--=T------Oc_t_o_be_r_4_,-l9_6_8 ______ _ WAS ESTABLISHED----------------'---------- BALANCE, INCLUDING INTEREST 860.37 DUE,ATDATEOFDEATH$ ______________________________ _ 4t~~~ Slgnature ~LE Asslsta.nt Vice President , ~. . ·-· ' ... . ' RCC-134 11-69) COMMONWEALTH OF PE''NNSYi.'iJIANIA J>EPAR-TMENT OF'RE\iENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFf:ICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: NOIU4A }i, NE:JI, Date: June 8, 1971 38 WAYNESBURG ROAD County Washington _..;.;W.;.;.AS;;;.:H:.:.::I:..:.;N~GT::.,;O::;,:,N;,L,,.,.;P;..;;E;;;;.NN;,;,;.;;.;SY;..:L:.,;,V~AN:.:..:I:;,:;,A:;,__:1::.:5 301 County File No, ________ _ Bureau File No, ~J -ZJ-1:, '13 We hove received notice that, ci000',8MUtXf8lllltl06IXXXXXXXXXXXXXXXXXXX:XXXXXXXXXXXXXXXXX on Maya26 19 71 , you come into ownership of certain property through~~~~ ie~«WX~ Transfer from, ETHEL E. MONINGER, 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 #74-44407-5, held in the UNION NATIONAl. BANKOOF PITTSBURGH, PITTSBURGH OFfiCE, PITTSBURGH, PENNSYLVANIA. In the names of ETHEL B. MONINGER or NORMAN. NEIL. Opened, 10-4-68. Balance as of date of death, $860.37 appraised by the Commonwealth, as of the date of death, at $__;::8:..:6:..:0:....:•..::3:...:7 ____ _ 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 death of the decedent, or on or · before Au&USt 26 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 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 unti I paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _....:,4.::::,30:::!!.!:::::1:..:.9 __ _ $---ln:/--!s~o::-...:.,...t...;-,4r; __ ,1, 4oo, ;;;o - 25.81 --_1...29 ____ _ ---------- 25.81 $ ========== APPRAISED' BY:----------ASSESSED BY: _____________ _ {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, Mail or bring it to: 1( ~II AU ttA4,, 1AGENT FOR THE COMMONv~u-, t-~'<"; COURT HOUSE WASHINGTON, .PENNA. . 16301 If you have a I ready paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the dot~ paid, n.gme on_d oddres:-"of.t~,! pers.on.}o whom you mode payment, their official title and the amount. · ·· •. _ 1 · • . ·: · · . .. Date Paid Name and Address of Payee Officia.l Titl~ '' '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 th~ compuJotion of to.x due. If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments bel()w, execute the affidavit, and return this notice. The Register of Wills will exa~ine _the debts cJai.med and aHow those which he determines to be proper. The tax will then be recomputed and you will receive on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: l -You were personally legally responsible for these debts, and 2-You actually 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 also claimed, for tax purpo'ses, by an executor, administrat'or or other personal representative of the decedent handling the administratio" ofth~ general estate of the decedent or any other transferee. ·' . . · · SCHEDULE OF DEBTS Date Paid Nome of Payee Description of Obligation . Amount Paid -. '' ' " TOTAL $ (attach separate sheet if requ r red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE _______ _ 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 h.erein 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 ···~ r ~~-\ _.,.- ._:-~ ~ ;' t ' ' 0 If .you have already paid this tax to on executor, administrator, attorney or other personal representative of the" decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person ... hntthom • you rmtde.payment, their official title and the amount. ,, ._ r; ~~~~ ••. ~~~ ,_, <': ~· '#1-4 ~ -~1 I 1 ~, f 1 * :.~:AJt~ _.;.t.,;jqlJ£gi~ . Ngme and Address of Payee Officiai Title ....... ~ A012unt Roj-4..,~ -....· .. ~:.::.:_.~ . ..:: ._.., ...... ·------~-~- .;,.._~~~-}···· . t . --, . ' ..:.__ .... -" ..t~·..._....~ .... .,. ...... ··..i ,.....,. """" • ~· ....... , ·-""'·-~-~ ; Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses ~-or·ctther;ust 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 cornput~tion of to~ due •. lf:(Qiy """.' ~~!~h.e~nditures meet all of the three following tests, it is recommended that yo~ itemize t~~ payment_~ ~low, .. execute the.affidavit, and return this notice. The Register of Wills will examine the debts cloimed·cmd 4Uow , ··those wh.ich he determines to be proper. The tax will then be recomputed and you will receive an amended' ~~~_,~,. ~ssmen_t of tax. ,, . :.. · j~ ~ ~~,-;"'fq '• 4~ • -~ ~·1 . THE THREE TESTS WHICH MUST BE MET ARE THAT: .~-, ~·· "~•' ~~:"'I. I · ·.~...;.... '*: ~.__.;.._ • .....-r-4 -· • ,... 1 ; You were pet.J.OHffy legally responsible for these debts, and ... ...:-. ' .. ' ~ ~-., . , . ... 2.· You actually .pciid these debts out of the account or property described-above and•can furnish proof · -.. ,of_su~.~-payment, if required, and . • 3 .·These same debts ore 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 ... •Dote ''Paid' Name of Payee Description of Obligation Amount Ppid • .# :t ~~:}..; .jJ. ·~ . :;. 1' ...... ....,.~-..... ·t~ ..... ... Tt'ji,.,; \}, #oA.ilz.. r=:-uu/;A?~J c.~ JtJ ~ .d.J'L.r-.. -·-L ¢"00· ocJ -· ";,c.:/..,./.& L ~ £, ~.41 ~ I ·. ~ . .._. ... 1--"'"'--.. . . .. t • .• ~ ... ~ ~ • ~ .. t:: ·..; . . "--. ~ .. ,. ' ... ~ ... . ; ·l .. : . ... ... :" .... ' -. . . - ,. t; . ·~'. ~--;· • •1."' ·~ .. • r.((:--'f TOTAL·.$ ~ -/oo.6o (attach separate sheet 1f requ~red) !>;~~·~ ' ;.;~-COMMONWEALTH OF PENNSYlVANIA) -~~ . ~ . SS: t::~ . COUNTY OF. U/ c£.s Ultzf (44 ) .. , . ,,, i, . 'j/d ic hJ "' At AI e I ) hereby cect.Hx that the foregoing is a iust and true statement ~f funeral expenses and other debts of the decedent, j;_fhe) E. A1a h t n:;er , 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 kno..,ledge and belief, these some debts will not be claimed by any other person, for inheritance ,..,.. tax purposes. REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and fo1 +he above county, do respectfully report that I have allowed deductions listed above in the total amount of $ • ' DOte of A-pproval: _____________ _ ., ·' ~" -t""'. ·"'"" Register of Wills Fonn RCC-2 . ' ' . _.,_ ;>EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 7712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... J. .. 1J!Y ....... 7 .. , ...... J .. Q.7..1. ................................. . COUNTY ............. ~~~.~.~~·~·~·~.?..!.l: .......................... .. FILE NO ..... §}: .. ?..~ .. :..~ .. ~ .. ~ ......................................... .. Whereas, ........................................... ~.T.B.~L ..... ~ ... ~ ..... }~Q.N.9..NQ.~.g .................................. late of ....................... ~~r:!\.~.I.I..!~.'?.~9.~ ........................................... . in the County of .................................... \iA.eJ~P~~:QT.9..~ ........................................................... Commonwealth of Pennsylvania, having died on the ................................ ~.?..~.~ .............................................. day of ............... Nay ................................................... 19 ..... ¥.], seized and possessed of an estate s ubject to I heritance Tax under the laws of the Commonwealth of Pennsylvania· n , Therefore, I, ............................... F.RA.N.C.E.S ..... LE..O .......................................................... , 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 #74-44407-5 Rk held in the UNION NATIONA jW BANK OF PITTSBURGH, PITTSBURH OFFICE, PITTSBURGH, PENNSYLANIA In the names of ETHEl S. MONINGER OR NORMA M l\TEII Onened I 10-4-68. Balance as of date of death. $860.37 860 371 I INSOLVENT W (Number and ~eet) ............................................ ~ .............................. , Penna. (P10ffiee) I I I •••• H •••• JV.A.S.Hl.NQ'J:'ON ..... H ••••••• County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ETHEL E. MONINGER Late of '\'ASHINGTON Date of Death, Appraisemel!t Docket Vol., Deceased. Page, 63-71-693 Filed in Register's Office, ........ J.~~.Y. .... .?. ...... 19 ..... ?..~ Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, \1 ., "' , RC C-43 (4-69) _.!' , ..... '"'-. ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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 j FINANCIAL INSTITUTION First Federal Savings and Loan Association of Wa ADDRESS 77 South Main Str::ht::::~~::;, Pa • k j~ ACCOUNT NO. OF JOINT, l1. TRUST OR INVESTMENT DEPOSIT __ I_nv_es_tm_en_t __ 17_S_7________ r NAMES ON ACCOUNT J OR INVESTMENT 'Ethel E. Moninger and Howard c. Ferguson fL _1 6 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Ethel E. Moninger ADDRESS AND COUNTY R.D.#4 Wa!hi1lgton, Pa. DATE OF DEATH May 26, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Howard c. Ferguson ---------------------------------- ADDRESS Box 486 R.D.IIl Connellsville, Pa. RELATIONSHIP TO DECEDENT ?? YJ~ -}, -~ DATE DEPOSIT OR INVESTMENT . WAS ESTABLISHED Nov. 24, 1967 BALANCE, INCLUDING INTEREST5500 OO DUE, AT DATE OF DEATH$ ___ ·------------- ) I / I /Signature / TITLE RECEIVED JUL 2 7 197J d.-/~o-oc@ C7: ~ /CS:oo (. I RCC-134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA DI:P;ARTMENT OF REVENUE iiURE-AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .. .. OFFKIAL NOTICE OF INHERilANCE TAX APPRAIS'EMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: HOi·lARD C. FERGUSON BOX 462 --~S~CO~T~T=D=A=LE~,~P~E=N=N~SY_L~'~7A=N~IA~~l~5683 Date: __ ____:.J....::.u.;::l:..:..y_2...;:.6..z.., _.:1=.9=-7.:.....:1=----- County ___ \_1..:.:a..::.s..:.:h~i..:.:n:.s=gL.:t...=o..::.n:__ ___ _ County File No. _________ _ Bureau File No. b3 ..-2/-&f3 We hove received notice that, ~~QG'~SliliYoll:hveXaQah'<o"JXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on Ma~r 26 . 19....11, you came into ownership of certain property through r}ijoXlifes.Yi:f..i:y~~KDp.L'UJH~lX nLtgtrolret~~JmOC~~¥Xtia.K:d~~~:41io1X transfer from, ETHEL E. MONINGER, deceased. . . . . (v/ashington) Under the Inheritance and Estate Tax Laws of the Ct:>mmonwealth 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. Held Savings Account #I-1757, beJ d in the FIRST. FEDERAL Sl\YINGB AND LOAN OF WASHINGTON, WASHINGTON OFFICE, 'i'lAS_HINGTON, PENNSYLVANIA. In the names of ETHEL E. MONINGER or HO\vARD C. FEHGUSON. Opened, 11~24-67 ..•. Balance as of date of death, $5~500.00 appraised by the Commonwealth, as of the date of death, at $ 5, 500 • 00 ___:~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 D If you pay the. above amount within three (3) months of the date of death of the decedent, or on or before August 26 19 71 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 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 ra.te of 6% per ann urn unti I paid $ ORIGINAL ASSESSMENT $ 2, 750.00 165.00 8.25 ----------- ----------- 165.00 AMENDED ASSESSMENT . $--..;:2:....1,....:...7.:;:..50;:;;.;.!:...:0~0~- 1,435.40 1,314.60 78.88 3.94 $ 78.88 =~=========== TOTAL AMOUNT DUE APPRAISED sy,Y~ ~ 7 (1nheritonce Tax Appraiser} ASSESSED B-Y:~~~-----_-_--_c_~"_--~----- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1( rvm II ;11{~ AGENT FOR THE COMMONWEAl Hf t 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, ... li~.t b~o-low the date paid, name and address of the person to whom you made payment, their official title and the amount. .: ·-I ., -. . ,. 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 dve.~, 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 tbe 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 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 Dat.e Paid Name of Payee Description of Obligation Amount Paid IIJL1'4J,; !?L Schrantz Funeral Ho~ te Funeral Exnenses 1 43S 40 I lf . TOTAL $ 1,435.40 (attach separate sheet if required) ~OMMONWEAL TH OF PENNSYLVANIA) , SS: , hereby ce fy that the foregojng is a just and true statement of uneral expenses ana er debts of the decedent, I for which I was legally responsib e and which I did pay out of the property herein taxe . I further certify, that to the best of my knowledge d belief, these same debts will not be claimed by a other person, for inheritance tax purposes. _.: SWORN AND SUBSCRIBED BEFORE ME THIS cZZd DAY OF oz;E::t:_ -~-1911_. a. )1./1 DONALD A. KAPER, NOTARY UBLIO / WESTMORELAND COUNTY MY COMMISSION EXPIRES JAN. 21, 197~ REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I hove allowed deductions listed above in the total amount of $ --------., Date of Approval=-----------·----· Register of Wills .I I -~ '4.' . I \? ' "" ··~ -.~ . CGt/.fr,CNW.t '•.t TH OF PENN~YLVMj!A Dtf)Af-. fME'Il OF REVENUE HARRISBURG I .. - NOTE: TO BE SUBMITTED IN TRIPLICATE ..... Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Deor Sir: · Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report: . ' NAME OF REPORTING FINANCIAL INSTITUTION Firat Federal Savinge and loan Association o! wa Washington, Pa. 1 ADDRESS 77 South Main St~eet Waehlngton, P1, /.1 / ~ ACCOUNT NO. OF JOINT I ___ __;;______::.____________ '/_7 -- TRUST OR INVESTMENT DEPOSIT __ I_nv_e_a_t_men_t __ 17_5_7 ______ ____,_ / ct· NAMES ON ACCOUNT OR INVESTMENT "Ethel E. Moninger and Howard c. Ferguaon DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Ethel E. Moninger ADDRESS . AND COUNTY R,D,#4 washington, Pa, DATE OF DEATH ---·-~ar__2~! 1971 SURVIVING DEPOSITOR, --------------·-- BENEFICIARY OR INVESTOR Howard c • Ferguson ----------~------------ ADDRESS Box 486 R.,D,#l Connellsville, Pa, RELATIONSHIP TO DECEDENT ?? ,,.. -'' . r•' ' •r<-DA TE DEPOSIT OR INVEST MEN'-=T:-------.....;;_-~~--l.-....:..:.;_ __ _ WAS ESTABLISHED Nov • 24, BALANCE, INCLUDING I N:=T:=E-:-R=-ES:-:::T:--~. -------------:-- DUE, AT DATE OF DEATH $___ 5500•00 1967 Signature TITLE RCC-134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION I,.' !'·, OFFICIA~'. ' ;CE1\.0F INHERITANCE TAX APPRAIS · ENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: HOWARD C. FERGUSON BOX 462 _:_§_C qTTDA_~.E /PENNSYLVANIA 15683 Date: ___ J_u....:.1...!!.y_·2_6.!....., _1....:.9..:..7.::.1 __ _ County ___ \v_a_s_h_i_n-=g:..._t_o_n ____ _ County File No. ________ _ Bureau File No. {t;? 3' J /, t f 3 ~e have received notice that, ~~~~~~~~~~~~~~~~~ on May 26 19_11, you came into ownership of certain property through ~~ ~~~~ transfer from, ETHEL E. MONINGER, qeceased. {Washington) 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 • Held Savings Account #l-1757, held· in the FIRST FEDERAL:~AV,INGS· AND LOAN OF \.YASHINGTON, WASHINGTON OFFICE, \vASHINGTON, PENNSYLVANIA. In the names of ETHEL E. MONINGER or IJOl\f~Ii_D C-=--·-- FERGUSON. Opened, 11-24-67. Balance as of date of death, $5,500,00 appraised by the Commonwealth, as of the date of death, at$ 5,500.00 -'-r~p.:....% 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 August 26 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 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 " TOTAL AMOUNT DUE ----/ -// $ ORIG1NAL ASSESSMENT AMENDED ASSESSMENT $ 2, 750.00 $ 2,750.00 ----=-~=-=-~--1,435.40 1,314.60 165.00 78.88 8.25 3.94 165.00 78.88 $ =============== APPRAISED BY~c.:E---r-... t'._, . </ .. e-.:- , {Inheritance T a~ Appro i ser) 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. Mail or bring it to: ~U~W£11 NA~ :AGENl fOR lHE COMMONWEALTH - . COURT HOUSE p~-ASHINGTON! .PENNA. 15301 I \ If you have already paid decedent for forwarding you made payment, thei this tax to an executor, administrato~ttarn or <ll''ner personal representative of the to the Commonwealth, list below the' ~~ .pattd, name and address of the person to whom r official title and the amount. il · · · • · · ., · · · Date Paid N arne and Address of Palee Official Title Amount Paid . . , .......... -.. "-.... ... .... . nces, if, after the date of death of the decedent, you personally paid funeral expenses e decedent, with funds derived from the property herein taxed, such amounts expended eductions against the gross value of the property in the computation of ,fax. due. If any Under certain circumsta or other just debts of th by you may qualify as d such expenditures meet execute the affidavit, a those which he determi assessment of tax. all of the three following tests, it is recommended that you itemi:z:e the payments below, nd return this notice. The Register of Wills will examine the debts claimed and allow nes to be proper. The tax will then be recomputed and you will receive an amended THE THREE TESTS W HICH MUST BE MET ARE THAT: 1 -You were persona II y legally responsible for these debts, and 2-You actually paid t of such payment, if hese debts out of the account or property described above and can furnish proof required, and 3 -These same debts a personal representa decedent or any oth re not also claimed, for tax purposes, by an executor, administrator or other tive of the decedent handling the administration of the general estate of the er transferee. SCHEDULE OF DEBTS Date Paid Nom e of Payee Description of Obligation Amount Paid Schron tz Funeral Ho1 e Funeral Ext>enses 1,435.40 COMMONWEALTH OF COUNTY OE __ _ 1,------- funeral expenses and was legally responsib best of my knowledge tax purposes. SWORN AND SUBSCR - I TOTAL $ 1,435.40 {attach separate sheet if required) \ I· .,..: ',',1.} PENNSYLVANIA) .,. '"'~; ~~· SS: ., ........ -..-··. ) ';.· ' ·-.., hereby certify that the foregoing is a just and true statement of other debts of the decedent, , for which I le and which I did pay out of the property herein taxed. I further certify, that to the and belief, these some debts will not be claimed by any other person, for inheritance · IBED BEFORE ME THIS DAY OF 19_. Signature of Taxpayer REPORT OF REGISTER OF WILLS ly elected Register of Wills in and for the above county, do respectfully report that I I, the undersigned, du hove allowed deductio ns listed above in the total amount of$ • Dote of Approval:_ Register of Wills · .. .. If you hove already paid this tax to an executor. administrator, IJttorney or other personal representative of the decedent for forwarding to the Cvmmcnw~ulth, list .~lu~ !he (:,Jt~· 1oiJ name and address of the person to whom you made payment, their offf,_!r-1 t•tle crd th;' on (H.-r 1, . .:C .. , ~ Date Paid 'l• ( " I l I r! .;' An.ount Puid ----- Under certain circumstances, d. <:.ier +It(! :Jcirf' ot dPutl, ,, •.... •(~ ren-,) ch:r~onally ovc! fu:leral expenses or other just debts of thr deredc.1t, with f,.r ds derived froni tht• c operty hcrt·n laxed 1 such Ji; uunts expend~d by you may qualify as dedunions agoin·;t the 9ross value of the property tn the compututior, oi tax due. If any such expenditures meet al! ::>f the rhree fo:lowln,, tests, it is r~u.1n .ncnded thut you itemize the payments below, execute the offrdovit, ond rt:turn this <'u'JCt: "fhr Regtster of Wilis '.\dl el(amine the debts claimed and allow those which he dctermi,..,:::, to be proper. The •ax wii 1 •he:1 be reconwu'"d and yutJ wil! receive an arnended assessment of tux. THE THREE TESTS WHICH MUST BE ME f ARE THAT: 1-You were personally legally responsible f01 rhese ~ebt.s, an<J 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment, if required, one 3-These some 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 Dote Paid Name of Payee Description ol qbligGtion I Amount Paid -.. r.JLL/,; l·il ~:r-l~rOllt-\j p •·.-1 .. r ' ' ' . ~ ;' 1 '\ l 11' t: l 4 J ~ 40 . ~ I If ---- -- ... -------r--· --·----~ ----------·----- -----·--· --·- - --·---· --~ --=r--- i - - TOTAL $ , ' !. ) s . -t I\ (ottoch separate sheet rf requtred) COMMONWEALTH OF PENNSYLVANIA) cou fy I I SS: OF W£s T fflC!£.?~-..r..NN.~..' ) f \) \ • . ~ --.. hereby £.Cjt-lfi',,thaJ:_t,f'~ toregqing is a just and true statement of unerol ·~l<rler ., ar.o ol~er debts of the dcced· 1t, _ ~ -{,;a\ }:_ ~}h· ... u 4-<.1\L.)t , for which I was leqoll, ····rM•sib~~jand which I did pay out of the.pr0perty hereir> t?xe~\i further certify, that to the best of my kn,,,.lf,J a· oR'd belief, these same del··s w:Jl r•ot be claime·~ b:,. u'r::!tJ othc1 person, for inheritanc:e tax purposes SWORN AND )Ut.SC RIBED BEFORE ME THIS_z..-=-~~DAY ~F ~-__!. ._l?_l~ ·' '1'-/ )1 /} c;>< ~---_/ ~-i, r OlmA,.J A K;J-tR r,.,l:Py, UBLIC r A.~tJ.._~( iA c1 \ \v--l: •_-1..._L, -~ -----:- Si gPature offf • payPr ... ...__I Wt.Sr::drt. _,1:-.J.' GUU,,f¥ lilY COMMISSIOti cXPIRl!l JAN. ;:1, ;97, REI""OR T OF K!:GIST::R OF WILLS I, the undersigned, duly elected Register of Will .. in r.."c' ;or ·rt o•,we county, do respectfully report that I have allowed deductions listed above in the tctal ur'lO~Pt ': ~ -··-~·-----------.. Dote of Approval: _____ _