HomeMy WebLinkAboutOC1971-0775 - ESTATE OF PATTON.&-.~,._~.
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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 dote paid,nome and address of the person to whom
you mode payment,their official title and the amount.
Dat,paid Nome and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the dote 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 quaHfy 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
thoso which he determines to be proper.The tax wi II then be recomputed and you wi II receive on amended
assessment of tax.I
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THE THREe;,TESTS WHICH MlJSTBE MET ARE THAT:
1 -You were personally legally responsible for these debt,s,and'
2·You actually'paid these debts out of the account or property described above and can furnish proof
of SI:JC~payment,if reqlJired,and
3 .These some 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.
,SCHEDUl E OF DEBTS ..
Date Paid Nome of Payee Description of'Obi iaation Amount Paid "'.
6-23-71 .S.........:>"m:>n Funeral
Home J.s Funeral Bill 726.00
,6-23-71 McMurrav,Nursina ;
Home ~Fi na1 Month Resident Carp-32360
6-23-71 Rev R I.-Ir;-';::a'~A""I.Ti roA "C;O
I6-A3-71 ('n lr;;,''''L -ina s::i-r.nA BOO1,,_?'l_."nr,~U Tlii-i-rAl'!o:i R;"(;nn
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TOTAL $1076.10
(attach separate sheet if requ ired)
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I COMMONWEALTH OF PENNSYLVANIA)
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COUNTY OF.Washington
I,Leola C.Crowe hereby certify that the foregoing is a just and true statement of
fufterol expenses and other debts of the decedent,Mrs.Mary Fatton ,for which I
wtr.J ICOOlly responsible and which I did payout of the property herein taxed.I further certify,that to the
bost of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance
tax pvrposas..l"•
~AND SUBSCRIBED BEFORE ME THIS /t~$DAY OF "it ~(J e
"'Jr/o-_:!:,1 Y-;i..'I'19..2.l....0,'tL .~~~:j~~-6....CJc2:'-{.-("if.,(./Signature of Taxpayer ;:1~-"~'ic:!~r.,...SlQMt:lCl(ri;llt'l1~rn;iiim~l!I'I?itar-t~~O".':".~-e~DIIne_·------------------------__LI ;J
ay CommIssion Expll'G1l REPORT OF REGISTER OF WILLS ~
i:,i.."::".::::::,do Iy elected Reg;,t..01 WdI,;n ond 10,the above cnanty,do ,e,~ectf ally ,epo,t thot I 1.
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have allowed deductions listed above in the total amount of $'.~
_Doto of Approvol:~---.____________.j~Register of Wi lis j
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TO:LEOLA c.Cj{l",iL
308 JACKSON STREl::T
Date:__J_u_n_e---:;3-:.0....L-...:.:l;..:,9-:.7...;;;1~-I
Coun ty i,_'a_s_h_i_n~g::::..t_o_n -!
County File No.~
Burea u Fi leNO•....l,J...:;..:::::.-~:.-_;'_~.....__I
tie have received notice that,lK)['i~\AhXOf-'iK.K.H&1Th..b.f'\:".'~;y ....v·v'Y~""Y "•
on Juen 1 19..11.,you came into ownership of certain property through *4Bit~UM~
~~H.I~&'~KX.transfer from,:.m.,s.}:AHY PATT01--1 ,deceased.(Houston
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxablo·
and the liability for the paymctnt of the inheritance hll(due i$;mpi,,,erl upon VOll 0'5 transferee.
Tho property on which tax is hereby assessed consists of:~....-~~~~~-A.lo~.w.JoI.uJ..--JI.:..L.U.;.....-UIi:i.LJo.a.-t..u..-l
the 'VESTERN PENKSYLVANIA NATIONAL BA!\TJ(HOUSTON OFFICE HOUSTON
PENNSYLVANIA.In the names of MRS.MARY PATTON or LEOLA C.CROWE r
$5.560.50..
appraised by the Commonwoalth,as of the date of death,at $5,560.50
33 1/3%of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT1/3 of 5,560.50 ==1,853.50-------
TAXABLE AMOUNT 1/2 of 1,853.50 =926.75 s 926.75
.LESS:ALLO\'lED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSJ3M I
$'f.:;~.7.J ..
~a 7".ItJ .~,
AMOUNT OF TAX DUE 55.60
olf you pay tho 'above amount Yofithin ri\ree (3)months
of the date of death of the decedent,or on or
bofore Sept.,1 19 71 you may deduct a
discount of 5%of the amount of t~x due,or 2.78
«'I
-----~--....~-
o This tax became delinquent,fifteen (15)·months
after tho 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 ----------
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---------.........
ASSESSED BY:~~....l"""'rr
(Agent for the Commonweolth)
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*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
$55.60
....
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"INSTRUCTIONS TO TAXPAYERS
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AGEKT Fen THE COMMONWEALHt "
l1UR1 HOUSE
WASHiNGTON,PENNA.15301
To insure proper credit to your accoUQt .~.
this Official Notice must accomP01Y
your payment.Mail or bring it to:
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Make checks or money orders payable to:
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Fonn RCC-2 July 28,1971~COMMONWEALTH OF PENNSYLVANIA DATEI........................................................................................................
~PARTMENT OF REVENUE RESIDENT iNHEItITANCE TAX COUNTY ...............w..~.~.h.~.!l:.g.~.~.~...........................BuREAU OF COUNTY COLLECTIONS-APPRAISEMENT FILE NO...........§.~.~..7..l.::.~..7..??........................................HARRISBURG.PENNA.17127
Whereas,..............Mr.s......:..Mary.....Pat.t.o..n....................................................................late of .............................:tl.QJ1.~.~.Q.~....................................................
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in the County of ...................Wa.shin,gt.o.n ..........................................................................Commonwealth of Pennsylvania,having died on
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the ..................................l.....S.t.............................................day of ................J:u.n.~..............................................19..1.1..,seized and possessed of an estate
subject to Inheritance Tax under the·laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................F.r.anc.e.s.....LeQ.....................................................,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 l1fe 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 Appral.ementDe.crlptlon of Asset Valua.Made for Inheritance
Tax Purpose.
$
JT.HELD:
Jt.Held Bank Account #68,held in the
WESTERN PENNSYLVANIA NATIONAL BANK,HOUSTON
OFFICE,HOUSTON,PENNSYLVANIA.In the names
of MRS.MARY PAT'ON or LEOLA C.CROWE or
MARGARET MEREDITH.O'Dened.5-29-59.
Balance as of date of death,~5 560.50.
(l/Jt of this amount is taxable)1.853 50
_.._-
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Total 1.853 50
Insolvent
form~~vi';:fh7.:~:rh:,w<>rll~~~Uw:~.~o~·~eE~=is~:d~l~~?:
AppraiserC;Z;7'~:~~:i)...........................................................
Penna.
}(P08t Offi"e)
...............................,
-
.................WASf.llfiGTON............County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS.MARY PATTON
Deceased.
Late of
HOUSTON
Date of Death,.;J..~~.~J..'-1.:.~.?.!.
Appraisemel!t Docket Vol.,4..1...
Page,../...9....':1.:/.No J?~~7..1.':.?.7..~.
Filed in Register's Office,19 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f,.om Appraisement,.
Entered and charged,.
.,
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OFFICIAL NOTICE OF INH ERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
./.•RCC-,...·C 1-.<4Il __0
..,CO~\'II!ALTHOF PENNSYLVANIA
DtEPARTttENT OF REVENUE
BUREAU OP COUNTY COLLECTIONS
INHeRITANCE TAX DIVISION
TO:MARGARET }lEi<.:J:JIT:;
126 N.H.\It,S·;;:T~:'.T
Dote:JWle 30,1971
County '-;ashington.
County FS:,'::~i J f -)7't/-I
Bureau File No.tz.J -7/-'21S-
'\'10 have received notice th~t1~~.M~\,~~\t~it~~~=~\.X~\x.'{XXx.\x..\XXXx.~~\X~~~~~XXXX¥XXX
on June I,19--!..,you came Into ownership of certoln property through ~Aom~
~~el)~~OdbAKX transfer from,HHS.HARY P,\TTOX,deceased.(Houston
Under the Inheritance ond Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tox due is imposed upon you,as transferee.
$5,560.50.
Tho property on which tax is hereby assessed consists of:Jt.r:eld .Jank Account '68the\~STERN PENNSYLVAKIA NATIONAL nA~1C,HOUSTON OFF CE,HOUSTON,.
. .I~/,.;;.P=-E~:.:.:iN:.:.;:S;..:::JloClltc..:.V,:.:;AN~I:;::A~.:-...::.!J!:;......:t~h:.::e~.~n=arn~e:::.::s:...-.:::o.;:;..f~~~H;.::;'\S:..:.~M~AR~Y~P..:.:A~TT~O~N~9~r~LE~Q~LA::2-~C.L.-lCt.lI\UlO!J1WEM....Jowr~...,;:'
MARUWT MER:fjDITH.Qpened.5-29-59.Balance as Qf date of death,
appraised by the Commonwealth,as of the dote of death,at $5.'560.50
33 1/3 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENTI/3 of 5,560.50 ==1,853.50 _
TAXA81.E AMOUNT i:Jt11ijxtix~1/2 of 1,853.50 $926.75
LESS:ALLO\'tED DEBTS
NET TAXABLE ~OUNT
AMENDED ASSESSMENT
$f:....fi.....I,__.J.......;£~'I·i
ia 24 '/0 :¥.'.
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AMOUNT OF TAX DUE 55.60
o If yOIl pay the above amount within three (3)montb5
of tho dote of death of tho decedent,or on or
boforo Sept.1 .19 71 you may deduct a
discooot of 5%of the amount of tox ~ue,or'
CJ This tax became dolinquent,fifteen (15)months
aftor the date of death and,in addition to the
......tax,statutory in'terest ot 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 rate of 6%per annum until
paid
2.78-----------
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To insure proper credit to fOUl'acc~nt·
this Official Notice muot OC:C0'"Pany.<
your payment.Mail or bring it,o:"
55.60s
,
ASSESSED By:--...,""'~,~..:'I
(Agent for tho Commonwealth):r:'"'i)
.';'1INSTRUCTIONSTOTAXPAYERS
1./.,II'II
w 1.1.1 .,j
F.E 2 ttd
~TAL AMOUNT 0
APPRAISED ~-==.;;.c:::~~~~~~l::£-~
Inheritance Tax
.-.,~.:..'"._.~.~'..,....,-..,.~
Make checks or money orders payable to:
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 dale paid,name and address of the person to .Jhom ..
you made payment,their officiol title and the amount.
Qgte paid Nome and Address of Payee Official Title ,AmoulltPaid
Undor certain circumst~nces,if,after the dote of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with fends derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computution 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 aHow .
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assesament of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 .You we,e 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
,I-~.J;
~.,.'t...,~-,,~,.
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.
1··
SCHEDUl E OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
~-'~-'71 ~n~::lllr·m:an "",1
Home ~,1 Rill '7'1h nn
6-23-71 ~,eMurrav Nursinq f
Home '"Fin~l •Rl'>!=:;noD"'+-('~rA ~,~hn
6-23-71 Rav R L ...lC """.1 ...'("'A ,..,-c:;.n'
1fi-21-1I}u .....#oo_.~Co "y '.J'L!'ll -...Ann.
"'-_''1..'11 nrWfn_RTCI1~~rAll 10::n,,.L R4\,"t:..f\t\
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TOTAL $1076 10
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(attach separate sheet if required)
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Register of Wills
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Signature of Taxpayer .
%~4,11,97MM d l'ct
COMMONWEALTH OF PENNSYLVANIA)
55:
COUNTY OF.Washington ,.~":.....'~'."I,t;?rgaret ~redlth hereby certify that the foregoing IS a lu!.t and true statement of
funeral expenses and other debts of the decedent,Mrs Ma ry Fa ttoD ,for which I
was 1060lIy responsible and which I did payout of the property herein taxed.I further certify,thatto the
betst of et,hnowlodge and belief,these same debts will not be claimed by any other perso'n,for inheritance
tall ~-oos.
S~U10 1\I8SCRIBED BEFORE ME THIS /9d DAY OF
~".....~9 ~-19'Z!..-11:.·~v /
LCU '
_...·-==...·CGtart...·.....,-"'P-a.l";;;·I·~"s~o,"':rSt~ia~68::::rrJlIl'!i'l'JWU~,,'\'j\1m!U:~lli~t'!$l,}91llo;U;I'''1a-1-R-E-P-O-R-T-O-F-R-E-G-'-S-T-E-R-O-F-W-I-l-.L-S------------.......-.....-~
"y eomn':1ICion U~lrc ~'Y 22,
"the undersigned,duly elected Register of Wills in and for the above cou'nty,do respectfully report that I
hovo allowed deductions listed above in the total amount of $.'•
f'
Dote of Approval:_
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