HomeMy WebLinkAboutOC1971-0784 - ESTATE OF SWANTERPursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
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:
Washington Trust Builc1ing
Washington,Pa.15301
n
1(/'-Al "i.).V
NAME OF REPORTING
FI NANC IAL INSTITUTION _~Pr,i~t.;;;.ts::;;bur~g~h.:....::N=.at::.::L:::a::::na::.:l::....=:B::::::ank~_-....:c::=r:.:=a;::::ig~S:.=tr=.:ee~t=--_
4600 Fifth Avenue
ADDRESS Pl._'t_ts_bur--::g:....h,:..'_P_a_._l_5..::2~13:...-_
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSI T__9_6_-4_7_79_2_4_2_""_Sa_~_in.....;g::...s...:.;...;9:..,:6_.....=..3-...:,7.:.;01=:5:.=1:::..5__
NAMES ON ACCOUNTORINVESTMENT Mr_S_o_M_O_Lll__i'_e_T_o_Go_l_amb_'__o_r _
Mrs 0 AudreyG0 Lasday
DECEASED JOINT DEPOSITOR,MollieT °GolombTRUSTEEORINVESTOR _
ADDRESS '816 Jefferson Avenue
AND COUNTY Washington,Pa 0 15301 Washingtrn Couoty
DATE OF DEATH May 25,1977
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _-rA,.r;lld7re~y~G-:~0 ...;:;L;;;;:as=da~yL.--------816 Jefferson Aveme
ADDRESS w_as_hin_'--::..gto_n..;.,_P_a_o_l_5;...3..;.0~1 _
RELATIONSHIP TO DECEDENT daughter~----------------DATE DEPOSIT OR INVESTMENT 5-13-75WASESTABLISHED _
BALANCE,INCLUDING INTEREST Savings:$1,062017
DUE,AT DATE OF DEATH $cne~"0'~~'i'f-!J-'V ~~7Lf7,%iz-
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s-r)JrJR J..{'1''P 1 =-J.,'-~Signature TITLE
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RCC-43 (5-65)
'-~..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
/'"
j
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961
we herewith submit the following report:~,
NAME OF REPORTINGFINANCIALINSTITUTION ft_,··_t~_._._...._._!1Q_~_l~_._l_lbnh_':_'~_
ADDRESS 601 Kottmm AfMNO.,DoMm.,~.1SQU
ACCOUNT NO.OF JOINT,....'"'.'."...... .
TRUST OR INVESTMENT DEPOSIT ~CG.tUfl<mto ot'~Odt
NAMES ON ACCOUNT
OR INVESTMENT Iotm It ~toll.JI\t ~t.~
1:13 t~SU'cet.Uonoref,ra.'ISOD
DECEASED JOINT DEPOSITOR,4""'-.'..'a..'_~."TRUSTEE OR INVESTOR \JUl_._,,~_-=~_._
ADDRESS hU ~,8t.1bO',~.fG.J$O.D
DATE OF DEATH 'GAG ~j)1m
SURVIVING DEPOSITOR,.'.
BENEFICIARY OR INVESTOR 3.rt.:st:nn_.'~
ADDRESSt43 ~S~#~.Pot;l~!'
RELATIONSHIP TO DECEDENT '8CD ,DATE DEPOSIT OR INVESTMEN:=T----:.;~------------
WAS ESTABLISHED ~lS,116&
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $---::l¥,prIJQ:;;.;;..'..::..:.'dO:::.::::··...:;:.,.··--..;......:..
t '~--J,:~/J 0 ()0 II U :'$tJO.tJ U
6 1()X '111$"1.1 ().,~:.'3(J,()~
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1-1 i-11
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Dote:__J_u_n_e_3_0...:.,_1_9_7_1 _
\vashingtonCounty _
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OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
l_._~
nDIBXNN,XlltNX DONORA,PENNSYLVANIA 15033 County File No.--:-_
Bureau File No.&..3-2/-zfr
We·have received notice that,.XJXXiXr~SltXUXX:XXXXXXXXXXXXXXXXXXXXXXXXXXXxxxxxx.X
on June 14 19..1l..,you come into ownership of certain property through ~~~~
~~~~~transfer from,JOHN M.SWANTER,deceased.(Donora)
TO:JOHN M.SWANTER,JR.
413 \vALNUT STREET
RCC-134 11-<;9)
COMMONWEAL TH OF P·ENNSYLVANIA
DE.PARTM'ENT OF REVENUE
BURE1u OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
Under the ,Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liahi.lity for the paymento.f the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jt.Savings Certificate of Deposit,
held in the PITTSBURGH NATIONAL BANK,DONORA OFFICE,DONORA,PENNSYLVANIA.
In the names of DJlNDIIXmUBI JOHN M.SWANTER,JR.or JOHN S\Y'ANTER.Opened,
8-5-68.Balance as of date of death,$=1-,-,O=-O:.;O~.L.:O::...::O~._
appraised by the Commonwealth,as of the dote of death,at $1,000.00
50 %of this amount is taxable at the rote of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$500.00
AMOUNT OF TAX DU E 30.00
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Sept.14 19 71 you may deduct a
discount of 5%of the amount of tax due,or 1.50
o This tax become delinquent,fifteen (15)months
after the dote 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 *c-'_
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
(Agent for the Commonwealth)
TOTAL AMOUNT DUE $=3=0.=0=0=======$=================
APPRAISED B~'~••ZASSESSED By,.'_I._\
O?(Inheritance Tax Appraiser)
INSTRUCTIONS TO TAXPAYERS
15301
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:
If you have already paid this tax to an executor,administrator,attorney or other p~fsona:..representative of the
decedent for forwarding to the Commonwealth,list below t~datt'paid,name and address of the person to whom
you made payment,their official title an'd the amount.~'"
Date Paid Name and Address of Payee Official Title Amount I:>aid
Under certain circumstances,if,after the date of death of the decedent,you personally paid fune.r~1 ~xpenses
or other just debts <>;f the decedent,with funds derived from the property hereirtfcixed,'such amounts expended
by you may qualify d,,s..deductions against the gross value of the property in the computation of tax due.If any
such expenditur~s m~it<~11 of the three following tests,it is recommended that you itemize the payments below,
execute theaff:idc!v.:ii;'~~eturn this notice.The Register of Wills will examine the debts claimed and allow
those which he determi'nEs.0 be proper.The tax will then be recomputed and you will receive an amendedasses~menr of tax.\~",'.,.\':~"
THE THREE TESTS WHICH'\ST 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 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
Date Paid ,,'Name of Payee Description of Obligation Amount Paid
,
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:_
SS:
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 payout 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__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
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 $"
II.
Date of Approval:_
Register of Wills
Fonn RCC-2
DEPA~THENT OF REVENUE.
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ..Augue.t .3.,1971 .
COUNTY w:~~ht.p.gt..Q;g,.
FILE NO 9..3..~7.+.~.7?4 ..
Whereas,J.QHN M~~W.ANr~late of PQNQBA .
in the County of WASHINGT.ON Commonwealth of Pennsylvania,having died on
the 1.4~;tl...day of ~~19..7.+,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~9.~~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.
Descrlpllon of Asset
Jt ..Savings Certificate of lIkposit~held in the PITTSBURGH NATIONAL BANK
DONORA OFFICE.DONORA.PENNSYLVANIA.In the names of JOHN M.SWANTER,HR.
OR JOHN S.WANTER.Opened 8-5-68.Balance as of date of death
Unit
Values
$
Appraisement
Made for Inherllance
Tax Purposes
$1,000 00
I
I
form~;V:fhbl~:~:~:sw~~~:.~a~::~~;~==~~~=e~sg:l~n~jn~
Apprai8er
w (Number and Street)
....................................................~..................................•Penna.
(P08t\pfllce)
HH ••••••••••••••••••WASHINGTON.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JQHW ~.~~W.J\.N'f~.
Deceased.
Late of
............DONORA .
Date of Death,~14~71 .
Appraisemel!t Docket Vol.,.
Page,No.63-71-784................................................
Filed in Register's Office,..A.l1gust J 19 71
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Ex-a.mined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal f,.om Appraisement,.
Entered and charged,.
f