HomeMy WebLinkAboutOC1971-0799 - ESTATE OF TAYLOR•
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RCC-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:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION Pittsburgh Nat,1QnaJ Bank
ADDRESS 6 South Main Street Washington,Pa,15301
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT-=o83!:--L.,3..-=1:L,:92:=..:3:.L:94:L-_
NAMES ON ACCOUNT
OR INVESTMENT Mrs Stella TB.Jlor or Mrs Hel en Tntt.le
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR _--lMw"'~$L-JSo.u't.l<.Cel.Ll "",JA2.-..J.Ta~J.lt..,IJ'-Ucr~_
ADDRESS 157 Sunset Blvd Washington,Pa,15301
DATE OF DEATH Hay 17,1971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _Mr=.:;s_H;;,.-e;;,;;;l;.....;en~Tu....;,;,t,;;..;t;;,;;;l;,.:.e _
ADDRESS 157 Sunset Blvd rIashingtQn,Pa,15301
RELA TIONSHIP TO DECEDENT_....::Da=U8g::ht=!:.;::sr=---_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED AJ}~28,1971
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__~$......;66;;..;..;..:;...9.:..:.7...:..0 _
~~
Signature TITLE
Kenneth Krikorian
Platforms Assistant
j
RCC-134 (1-69)
COMMONWEALTH OF PENNSYLVANIA
-DEPARTMENT OF REVENUE
..,BU'REAU O~COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
s=:-
t ~•
OFFICIAL NOTICE 01:,1N,.t!e..~ITANCE TAX
APPRAISEMENT AND ASS~SSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
1,57 SUNSEt 6QHtJi'JTNm,
Date:---.....1i,tijQ;jf"ff--/.2:.:r7~~+1 ¥-9"{-;.11-------
Coun ty --...Ifi~ri1~f,i,:;jh;l.hlJ,~gg1~T~o.;Il.n:J.-_
15101 County File No.~~_
Bureau File No.G3-7/-7 q I
We have received notice tha t,lii.i(OCn:'S,]j~6:{»~lX.[tiJa£XXXXXXX){XmJC(",(XXXtIiXXX"lXX;tjQf:llXrl:ifjr.1';"X1Ql,X;;;;XX.1Cl
on He:.1 17"19-Zi,you came into ownership of certain property through ~jJl?i~~~f!J'~e;t.~ttx.rJ"~
'1Md<9'.rmgt»:{IDV~:~R:~{~l~R~~~n:t·Transfer trOt!l MRS ~STElJ.J\TAYLOR;Dec0asedi>
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:J't"Et"'lQ 'R~:n.k IIc:"('l!l!Jt #m..:~1923q4 held
1u the,PTT1'SBmWH NA'T'IONA!.BANK,WASlllNl1'roNj/PZJjrrsXLVANIA.;m 1J~;Qe\l.1le~of tillS .s"$I.LA TAYl12R
OR l-,r1S.HEI.EN TU'l~m.Opened Apd.3 2e,t972 •.Ba)4Me aft ot date of dfjj~tb,$£.69.70
appraised by the Commonwealth,as of the date of death,at $660.70
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
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 AuglH3t 17;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 rate of 6%per annum until
paid
TOTAL AMOUNT DUE $
$--.Ql66~9te.:.7AOI-'--
AMENDED ASSESSMENT
$_~C?q 1Q~__
~to:((,.,=-..,"'1,---'_
~N
$=================
APPRAISED BY:_
(Inheritance Tax Appraiser)
ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credi t to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
••~....I .0•."liE vOi'tIMuNwi::AI..IH
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,adn;linistrator,attorney or other per.sonal representative of the
decedent for forwarding to the CominonweGlth,.lrs~below the date paid,name and address of the person to wllom
you made payment,their official title and tHe anill1i1i..~j'"...
Date Paid Name and Address of Payee Official Title Amount Paid
5S:
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 folIowing 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 personalIy 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 handl ing the admin istration 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 _
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
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfulIy report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approval:_
Register of Will's
,-.("..'.'I,~;,,'
~..~.("'.,."'..,j..'"
If you have already paid this tax to an executor,admlnis ratn;ottuncv or other personal representative of the
decedent for forwarding to the Commonwealth,list below',e !.lote r!~il1,n ,me and addres$of the person to whom
you made payment,their official titlp.and the amount,
\
pgte Paid 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 c.:>mputotion of tax due.If any
such expenditures meet all of the three following tests,it is recommended that yOll 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:
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 dec~dent handling the administration of the general estate of the
decedent or any other transferee.'
TOTAL
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
55:
COUNTY OF-Washington )
I,Helen Tuttle now H.::len Bane hereby certify that the foregoing is a just and true statemen't of
funerol expenses and other debts of the decedent,Stella Taylor .___,for which I
was legally responsible and which I did payout of the property herein taxed.I further c.:rtrfy,thot to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tu PtJrpoaes.
REPORT OF REGISTER OF WILLS
,,
"
I,tho und.rslg"d,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed ded~tionsl;sted above ;n the total amo"n'01 $~9tr,.
Dote 01 Approva~~2-72-__G-%2 ~
Register 0 dis
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
RCC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING ?1\tsOUrgh tbtlonal Bank
FINANCIAL INSTITUTION __7'lta~~~b~,"nu:t;~Ml!Wl4.n..1fu}i..L.fAliew;;\6i....-_
6 S tta1n St
ADDRESS ....;,W;;.:::a:.:::;9h1n=.:..cAA~an~.::....P~n...lloit)..o!l30w:.l~....·_
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT~S=av.:..-;:;;.OO:::..3~20=.:z40~tl"",,3J..5 _
NAMES ON ACCOUNT
OR INVESTMENT ..;::M=-rs:......:$:..!!:t~oll!!l:!'~a!.._Ta..!Io~'1~l3iil.Qr"-----------
twa Halon 'futtle
DECEASED JOINT DEPOSITOR,'.<,
TRUSTEE OR INVESTOR 14):'3 i.)tcl.tn Taylor
1'1 Sunoet filv<!
ADDRESS naoh1tlf(t.on Pa15301
DATE OF DEATH l_ta~'1....:..l~·,....:l::.::m~.:::..·._
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _Mr..;;;.._3...;;.U;;.;;;.ol=0l=,;....Tu=t..=tJ.=&;......;..._
.1;7 $un~ut Blvd
ADDRESS ~~tao=:hi:=!,r.!.!l:4g:.,ll!~tol:li!!n~...L?,.ga.....:....l.Sil"jj;lLUl:}..1-----_---
RELATIONSHIP TO DECEDENT..::D~au~~~·LlI!t~tU~,,_
DATE DEPOSIT OR INVESTMENT .
WAS ESTABLISHED Sept 12 1959
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__2.,.,,;aJO...J...~....4l.....,--,-__
~(,f--+;;;1 :(3 o/~~'f -::II ::)0.1.J..
&1 (}J <7,"/IStJ·1).-::.~t.9'0 ~
.j7"d t y,oy -:...-.3.~J
Date:---Jtl-lw=an:~8~2T"-:li:.!9+#-:J.l~----
Co U1'1 ty --~W,i.Rt<~l&:H'b-t:l!Ilbr.~;CkrfTO\d:J.N-l-------
RCC-134 (1-69)
COMMONWEALTH OF PENNSYLVANIA
DE,P.A'RT.-.ENT OF REVENU EBL,lR~'AtJ 0'1=COUN"h"tOLLECTIONS
,/INHERITANCE TAX DIVISION
I ••
,
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
I
County File No._
Bureau File No.0.3 -ZJ -7~t
We have received notice that,~~~.n::axX1XXXXXXXXXXXxxXXXxxXXXXXXXXXXXXXXXXXXXXXX
on ".~.17',1.1,'19*,,yov tame into ownership of certoin property througfiKM;g:Ji~r~~il1CCXX
mrle~~~mt·transfer from NItS.STELLA TI\YLOR"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 inheritan~e tax due is imposed upon you,as transferee.
appraised by the Commonw,ealth,as of the date of death,at $2,301,44
50 '.%of this amount is toxah.le at the rpte of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
PATE OF ASSeSSMI;:NT
TAXABLE AMOUNT
1".(;55:AllOWED DEBTS
NI';T TAXABLE AMOUNT
$__.1..,),,..lJi.;l5iU-O..,j.7~2_'--$(,1..50,--'.-.1c..::c2.=-__
.1 96Zk<A_"_
~
AMOVNT OF TAX DUE
o If you pay the above amount within three (3)months
of the dote of death of the decedent,or on or
before August)z...19 71.,you moy deduct a
discount of 5%of the omount of tax due,or
D This tax became delinquent,fifteen (lS)months
after the date of death and,in addition to the
tox,statutory interest at the rate of 6%of the
tax per annum is also due as of *~_
19__in the .amount of
$==============TOTAL AMOUNT DUE $
APPRAISED BY:~!.-£,,_I.'<J ASSESSED BY:_
(Inheritonc.e Tox Approiser .(Agent .for the Commonwealth)
*If the tax is not paid by the obove dote additional
interest is due at the rate of 6%per annum until
paid
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To i.nsure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
\~,..--'I',,..-.If you hO've'already paid this tax to an executor,administrator,al"torney or other personar representative of the
decedent for forwarding to the Commonweal.th,list below the date pai.d,name and address of .the person to whom
you made payment,their official title and the amount.~.;,'..:'\~
~,.
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 due.If any
such expenditures meet all of the three following tests,it is recommended that y<>u 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 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_.
Si gnature 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 $--------11
Date of Approval:---'-_
Register of Wills
If you have already paid thi~,t01,!J -In '':':i to'.d"!.·
decedent for forwarding t·)i:'<>;-:-\!:.'1!'~'"'~,.,;::,1 i
you made payr-Ie·,t,tht,!.,;,
·'"t ...
:'1('i 0'
,
p,r"0nal repr0,;~ntat ivi'.of the
j ..:(llJ1C~;S t)f tile rC'rSQ.1 ~t~"o'{horn,,~-~'tf~t..."...:
Under certorr circuI:sl'r~ct.'"',,'c~
or other jus!dci;'~of the deC'.,'r r.t:t .'-:01
by you may qualify O~deduchuns "guills,In.~.<,:.",Jt i
such eXpendltlJrf~S :r,eel Iljj of t~e thre-:iollow/I1',Ie.'t '"f",
execute the affidlJv,t,and [('turn this t1011cr The R·,',,'.,.;'.
those which he d~tp:P1ine..,to be fHCJ)C'r.1,),:l,j<WI;!,V'[,Dt'l'
a:;sessment of tax,
per sorlOily nOI '~'.leral expenses
J,ed ~,I{h ..'1,0'mts expended
I.'Jrl l >1(11)11 oi t,]X due,If any
~''tiLl'"'1U ,Ie'''::'I~e payments below,
N...':>'111':the ""ivts ".0 med and allow
\-'!Ind and iL1d"!'I rCC,:I"'!'an ornended
THE THREE TE~TS WfW'~l <'ST BE ME'T ,;'·'f.'I,~"
1 -You were personal!~legolly rf'<'flonsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,anc.
3 -These some debts are not olso claimed,for tax purposes,by on executor,administrator or other
personal representativ'e of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
(attach separate sheet if requ ired)
Dote Paid Nome of Payee De~cription of Obligotlon Amount Paid
6-12-1 Robert C.Gordon funeral expens"es '$C::[.g-qc:<-~.5~O
6-24-'I w~shin2:ton }losnital hosnita1 e~.1?~.s ".90 C?~'"
7-10-1 Dr.D.M.Dun Dar med~cal serVl.ces ~t_S6~;'
5-25-71 11.Gene Stewart Minister for funeral .;.~.1~..6-"0.'
"....-.~-6-17-71 Annex Pharmacy medicines ~,::;"5(("_
Morel':ln,:Bur~'"I;.t1 •---_t~l..!"'-S99_0 -"'....~.~-------'--------,--•.--,----
~ROM TO
L./fJ'j Ill/IU -Ruth Ch~vers Practl.cal Nursing Service 1f.S-~.:!a
12/70 I~/71 -RI1t-h ("hi p,.-.::II"1";1".<:11 l',.lI1..-c;no C:pru;{'p ~Jflil~:--'-'
-
TOTAL $-1~9irJ{j6 '!---_.---~
COMMONWEALTH OF PENNSYLVANIA)
5S:
COUNTY OF Washington
I,Helen Tuttle now Helen Bane hereby certify that tl,e foregoing i<;I)iU5t and true stotement of
'<I,\("fol expenses and othp·~,,\.,.'.i....""Ap •••','•--./..9;'_~_.."I ..h1c.h I
t'tJolly respons.lb!(ur,,'"'\11.1,I CIt:puy \.luI 01 the propt.·ty hereIn tuxed.!tuti1er certify,that to the
best o!n,y \'~owledqe and belief,these same debts will not be claimed by any other person,for inheritance
tax purpo~ct'
REPORT OF REGISTER OF WILL S
I,the undersigned,duly elected Register of Wills in on~for i!le ::Jb0V\courty,do respectfully report that I
have allowed deductions listed abo~e in the 'Jtul [IlnO'ln (i S -----70---a .
Date of Approval:.2-.-V-I 1-'7 '2-_.t_L~ye..-LLJev-wviJ}
~t'qistN of Wills.
,...'.
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I '-
.•00 T
69Z.5()
9.00
2850
750
22.54f)I{59.00
75630
38.7.30
IJ 962.64 S
IJ962.64 T
~_.~~~-~,
~j)Q-T
669.70
L962.6f;J -
,..-.
L150.72
L962.64 -
.00 N
j)0 I
692.50,.eO
2850
1.5Q
Dw'..§.~~~
.156.30
38730
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