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Home My WebLink AboutOC1971-0802 - ESTATE OF PORTERV ! R CC-43 (5-65) !-''''. "'--"•COMMONWEAL TH 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 subm,it the fol,lowing report: NAME OF REPORTING PITTSBURGH NATIOfIAl.BANK ..CHARLEROI OFFICEFINANCIALINSTITUTION------_ CHARIl~ROI,PA.1~22ADDRESS _ ACCOUNT NO.OF JOINT,(Savings)0033590TRUSTORINVESTMENTDEPOSIT......_ NAMES ON ACCOUNT Glenn E~Porter,Jr.orORINVESTMENT...:-_ l·frs.Annetta J.!.Porter DECEASED JOINT DEPOSITOR,11rs.Annetta M.PorterTRUSTEEORINVESTOR_...:-_ 112 Arlington Ave.,Mapleviev,;Qla:rleroi,1)a.15022 ADDRESS -."..~ 6..19..71 DATE OF DEATH .__-----.,.......- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __O_l_e_nn_E_._P_or_te_r,_J_r•----- ADDRESS l-12-Ar-ling--to-n-Av-e-e-,_14_ap_l_s_vJ._·e_w_,_C_h_ar_1e_r_O_i_,_P_a_._l_5_02_2~ TITLE SonRELATIONSHIPTODECEDENT ----'_ DATE DEPOSIT OR INVESTMENT 8 10 66WASESTABLISHED_...-;..'__._....;....--,~_.-- '!~~BALANCE,INCLUDING INTER~~1 95 DUE,AT DATE OF DEATH$__,·....,...:~:.-..---- :;<'(j -:J.QfQ ~70 ~ ~~6~. Date:_---IoJuuLJlL,Jy~6"_1,~1L.:9:lJ7LJ1L.------ County _..!!W.2A:!:!.SHu..Ir..IN~G!>LT.l.JOouN.l...-_ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ F:CT TO ADMINISTRA TION!I TO:............;::G=!.=ENN=..~E:..:........P:.....:02R.:.::T.:::,E~R __......-_........ 11.2 ARLINGTONAVENUE ..MAPLEVIELW CHARLEROI,PENNSYLVANIA 15022_•d County File No._ Bureau File No.63 -;7/-j/O :t Weha1J~i~noticet~~~~~~~~XX~X on ,.~~li~came Into ownership of certam property throughJf~~atX!XiJDkiXXXXx~transfer from MRS.ANNETTA M.PORTER!Deceased. .'..."'..".(Map1evi~w,Char eroi)Under the Inheritance and Estate Tax Laws of the Commonwealth ofPennsylvanra such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. RCC-134 (1-691 11"........ COMMONWEAL TH OF PENNSY LVANIA'~bEPARtMENI OF RE:i~!JE BUREAU OF COUNTY COLLEcTlOAs l INHI:RltANCI:tAX DIVISIONr..'p _•." The proper~on which tax is hereby assessed consists of:Jt •Savings Account #0033590 held in file PITTSBURGH Nl\T!PNALBA~_,_~J!A..RI..~~OI OCCIC~,CHARLEROI,PENNSYLVANIA.In the names ofGLENN,E.PO~'1'ER,JR.OR_MRS.ANNETTA M.PORTER.Opened 8-10-66 Balance as of date of death,j~4=8=5~.g~5~.~~~~~~_ appraised by the Commonwealth;as of the date of death,at $48,5.95. 50 %of this amount is taxable at the rclte of..6 .% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLe AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_'_-=2::.:4!..::2~.~98~__$-------- AMOUNT OF TAX DUE 14.58 D If you pay the above amount within three (3)months of the clute of death of the d~ced~nt,or on.or before .....September,19 .L97 ~you may deduct Q discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest ot the rate of 6%of the tax per annum is also due as of *~.~~~~~ 19__....~.in the amount of *1£the tax is not paid by the above date additlOJ1(j1 interest is due at the rate of 6%pet annum until paid $-===:::::::~=======14.58TOTALAMOUNTDUE$ ~'~ APPRAISED BY:~/.c')../:t\f--}c<L ....~,_~,,"-O'ASSESSED BY:=--=..,~~~~__~~__~~_ {Inheritance Tax Appraiser (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payoble to: y;:2'/~/S/; ~.&/Y~p ~%/77/ To insure proper credit to your account this Official Notice must accompany your payment.Moil or bring it to: ~0Uln l-hLS;: WtlSJ~UGluN,PENNA.15301 If you ha ve a /ready pa id th is tax to an executor,adm inistrator,attorney or other persona I representat ive of the decedent for forwarding to the Commonwealth,list below the date paid,name and address-~f th;person to whom you made payment,their official title and the amount....i ..,.....~" Date Paid Name and Address of Payee Officio I 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 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 are not also claimed,for tax purposes,by an executor,adminisfrator 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 $ (ottach 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 Signature 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 $ Dote of Approval:_ Register of wiTls ,.;:,," Fonn RCC-2 •.....:;.. COMMONWEALTH OF PENNSYLVANIA DATE ......A)J,gy,~:t.....6."......l9.7.!............................ 'DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..WASHIN.GTQ.N.................................................)~EAU OF COUNTY COLLECTIONS COUNTY APPRAISEMENT FILE NO.63.~71~.e.Q~..........................................................HARRISBURG.PENNA.17 12 7 Whereas.........................................MRS......ANNETTA...M.....PORTER..............................late of ..................Q~~.9.~............................................................. in the County of .........................................WASHINGTQN..........................................................Commonwealth of Pennsylvania.having died on the ....................................l9th.............................................day of .....................~.~~..........................................71 seized and possessed of an estate19............. 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ Jt.Savi.n2:s Account #0033590 held in the PITTSBURGH NATIONAL BANK /"uAlH.RRoI OFFICE.CHARLEROI.PENNSYLVANIA •In the names of GLENN E.PORTEE OR MR!=\ANNETTA M.PORTER.Onened 8-10-66.Balance ax of date of death L.85 95 I ! .. , I I I fonn~~~~hbl:~::rh~w<>rJl~~~~'~a~::~~~~C:.~~~=~~~i;:e~~~ A raIser ...............,...........................................................................................................................,...................... (Number and Street)..............................LJ....~.........................Penna. (Poa mee) ..........WA$l:l:I:JlK?.I:'QI'L..................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....MR$.~ANNE.'r.r.J\...N.~P.QR'I.'~. Deceased. Late of ......CHAR.L.Ea,QI . Date of Death,~;),,9~7.J,. Appraisemel!t Docket Vol.,. Page,No.63-71-002................................................ Filed in Register's Ofjice,A:YgW?t.9.19 7l. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f"om Appraisement,. Entered and charged,. ~ \\; ,