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Home My WebLink AboutOC1971-0812 - ESTATE OF MOGILANI'_..~ COMMONWEALTM Of PENNSYL VMHA DE'PARTMENT OF REVENUE HARRISBURG n". ::.(,i '., I ,, I ,./';15'~U,1971 .,r '"',I ..,.:.//.:--! NOTE:TO BE SUBMITTED IN·rRIPLICATf- Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsyl~Gnia I1\' /; I ' .I Dear Sir~ Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: Jrc,-. IlL ··i ~_______________________yt:..!tf DECEASED JOINT DEPOSITOR,. TRU STEE~'\~.V.ZI~"~~~L-::7""-...;J:2D~T~~cm~VflJ~=-----~-...~"'iF-~L-.:-.l-~".-·....-l...-.c"'-,.....,,.!_r-/~Jf ADDRESS b ~ew PMltobtlsPD Pno 1$236 DATE OF DEATH 6-]011 .__._ SURVIVING DEPOSITOR, BENEFICIARY OR iNVESTOR fO:lJm LO~~Q NAME OF REPORTING FINANCIAL INSTITUTION mYmI nA'i'i01/tL BMlR AUf)pmx CaDI CIW1LEJOI arFIW3 ADDRESS aJll\JlVWDXD PAn 1$0!2 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 181-2001c4)=01"--_ NAMES ON ACCOUNT OR INVESTMENT .tmLEJ LOWm vrnm;v:n OR PfiiD t:OOILt!l ADDRESS b Ib1lt::a tfgy RELATIONSHIP TO DECEDENT ~ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 609066 BALANCE,INCLUDING INTEREST DU E,AT DATE 0 F DEATH $--L.I7o=o&&.=..o=46"'--. , I "./)., Sian tu,~~...;;....~..-.---T-IT-L-E '~(7J /,?-o (/'r ;.4"- T l PITTSBURGH,PENNSYLVANIA TO:_HE_LE_N_L_OU_I_S_E~F_E_HR_IE_N_S _ 4 HEINEN WAY RCC-134 11-691 COMMO~WEALT~OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ~.INHERITANCE TAX DIVISION-rrz-'- \.1OFFICIALNOilc.fE·Oi'=INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__Ju_1--=y_2_2.:..,_1_9_7_1 _ WashingtonCounty _ County File No.--..;.._ Bureau File No.t:.3'Z1~J/~ We have received notice that ~~~~~.~~~~~~~~~~~~~~~~~~~~~~~·~~~~X~X~~~~~~~~~~~X on June 3,19 71:;ou came into ownership of certain Rro"p'erty Jhroug ~u VI)lIJ.tp w ICon) transfer from,PETE MoGILAN,eceasea.\~swor~n CHARLEROI,IDDX PENNSYLVANIA.In the names of HELEN tOt:fISE FEHRIENS OR PETE MOGILAN.Opened,6-9-66.Balance as of date of .death,$-7--',OI'\"ll6~41-.""'4-E-6-- Under the Inheritance and Estate Tox 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.Bank Account #187-20-7063-01, held in the MELLON NATIONAL BANK &TRUST COMPANY,CHARLEROI,OFFICE, appraised by the Commonwealth,as of the date of death,at $7,064.46 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMEtIT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 3,532.23$--~----- 211.93 y&-/7 o If you pay the above amount within three (3)months of the date of death of the dec"ient,or on or before Sept.3,19 you may deduct a discount of 5%of the amount of tax due,or 10.60 o 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 unti I paid (Agent for the Commonwealth) 211.93 v/0/ TOTAL AMOUNT DUE $$-=====t1==,'=11='-'===== APPRAISED BY~-oL ASSESSED BY,_ (Inheritance Tax Appraiser) INSTRUCTIONS TO TAXPAYERS 15301 Make checks or money orders payable to: ~-#PIJ?2. ~X/77/ 4-#4//S.:l3 / To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: AGErff fOri THE COIVlMONWEAlfH COURT HOUSE WASHINGTON,PENNA. If you have already paid this tax to an executor,administrater,attO'l'ney or other personal representative of the decedent for forwarding to the Commonwealth,list belo)'!the,date paid,na.meond address of the perg·em 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 computati.on 9f .tax due.If any such expenditures meet all of the three following tests,i,t is recommended that you itemize the payments below, execute the affidavit,and return this notice ..The Register of Wills will examine the de,bts'claimed and aI/ow those which he determines to be proper.The tax will then be recomputed and you ~ill re~eive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legal/y 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 perso~al 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 O~_ 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 $" Date of Approval:_ Register of Wi lis <. -,"~.~". ',',,,-."'!'•.',<" Official TitleNameandAddressofPayee ,......~....,..,....~...~ If you have already paid this tax to an executor,administrator,attorney or other personal representativo.of~th(}·':' deeodontfor forwarding to the Commonwealth,list below the dote paid,nome and address of the person tQ~.J . you niGete PG,y!"ent,the ir offic ial title Old the amount.';••'Ii:t~·~.lC.\".J '..i ·H;t;.'·1 ,:1 Amount.Paid,.......-.,.;~~~~~1....;;..."····1..",~tt~.[----.......-'il .~~ ,.~_I. •~."""_,--+I-.,..-......~,--'-.~ .Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expensos '! ,.....or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expendocf J\ "'.by you may qualify as deductions against the gross value of the property in the computation of tax duo.Jf'QY .. .~_.:.uc:~·.~xpend.Hur~$meet ·~U of the three following tests,it is recommended that you ite~ize the paymen!$'~b9lcm,.-",I (Oloc:utp the affjd.avit,aneLreturn this notice.The Register of Wills will examine the ~ebts c1ailJl.d .an.d~'~r;~:':,1 thosa which he determines to be proper,The tax will then be recomputed and you will receive an amended ",'\\I .a4~9.~~9At of to?,.'.~.~•..~1 t..\~r'.'I ...•"..,.'"~~J "'~-,me:THReE TESTS WHICH MUST BE MET ARE THAT:" ....,....~.,....<1,~•.'-.-4 •.............,.,i:;.-•.~t.'...-...:t:.~~_c'i/~· ~'-,.T:,,!~u'wer•.pors~ofly I~golly ~e~ponl~blofor thes&debts,and .'-",......,.._..,:..~_~:'::~t~;,::'\. d ••:~2:'..Y~u~actuany~id th~~e.dobtsout of tho ·account or ;roperty tfoscribodobOvCt ·ond:can '(~niH.pr~f:';"j,'1::<..,:·"" _.~"oft~Ch'p~ymont,if reCl,!ired~a~.. .,-,J ~••_~••,.'•.,~~.L .":./~l':;;-,~ ~"~".:'-"....~.".~.3·These same debts ci;e not also -claimed,for tax purposes,by an exetutor,administrator or othe~r _ personal representative of the docedent handling the administration of the g~oral estat,of ,he '1.%\dO,?'..-:t.,,, decedent or any other transferee.'._.(.""""!(>~"1..'"....;..,,(....-.. ..'.... Date Paid '~//J/?I ~.~.. Name of Payeo -• 'Av ~1=OF DEBTS Desc/iption of Obligation t------t-----.....------t-------------------+--....~'-"~'-.~'"':r-',·:--._.....;ft---:-......-t-:-....l '_.-;..;.;..·_t~,!_-ll~":"'·....··_......111;,1 ~--_-+--------~-._'-+~..___.__:_~..A-~,.~..;.,;......-'.·.....'...t''''':.t~;--:,It .' -,-..~.:\~J: ) ,/.. ." 1 J } i ,, I '>. \".".·t t!' TOTALS·.0£·o-tj/~"6 .J,' (attach separate sheet if required) ,. ...COOMONWEALTH OF PENNSYLVANIA),..'..SS: COUNTY OF'~),'T "'. I,icV~.;.i.v ~.,~hereby cJrtify th~~~~goin9 is a tust and true statlmen.tof',. funer~J expenses ond other debts of the decedent,f~~,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 inheritanco tax purposos,...d..".,..~11!:.~'. SI'IOONA@ SUBSCfffllED BEFORE I4E THIS L/.DAY OF d..u...O&l~t/;11 !~t ~;=1.;..,.•XCADTE,JR.,Notary Publlo Signature of Taxpayer.AIbcltIllY County,Pa. ~CccIalulOll Explrco '..'Dcet 7,107a REg T OF REGISTER OF WILLS Data;?f APproval:.&,'.:Ia~,.....:{-,.-.,.;,./_~~.,-'--__ .',. I,tho undor$~gned,duly electod Register of Wills in and for the bove county,do respectfully report that I havo ollowod'dodueti s listed abovo in the total amount of $.-!.~~~~L-/L.-'L. "..--~ ----_...._- Form RCC-2 •'"~t 10 1971COMMONWEALTHOFPENNSYLVANIADATE.................................................."............................................... DDPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ............Waehington........................................COUNTYBuREAUOFCOUNTYCOLLECTIONS.APPRAISEMENT FILE NO.........§?:7..!:.~................................................HARRISBURG.PENNA.17127 Whereas.........................................l~~...MQQ.J.+..AN..................................................................late of ELLSWORTH............................................................................................................. in the County of .......................................WASHING.TO.N...............................................................Commonwealth of Pennsylvania.having died on the .....................................third.........................................day of ...................June..............................................19......7J.seized and possessed of an estate 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 $ .Tt.RJ:!nk A #lPr1_?n..?M?_01 helti ;n t.h.:-llH'TTf'IfIT NA'J'TnlITH BANK & COMPANY CHARLEROI.OFFICE.CHARLEROI.PENNSYLVANIA In t.M ".<1m;;~of t.mT"'''l T f'ttTTC:"l?no 01<'''''1<'111''''.TT A"T "".•L l'\LL RJ:!1a.nt"A as of $7,064.46 ~date of death,7..06J....11..6 I , . Having been duly swo.rn according to law.I do hereby certify that the above appraisement is made in con- formity with law on this .........~...........day of .......................................~................~................19 ..7/. ...........................................~.....................~~. Appr IBer ,.............................................................................................................................................................W (Number and Street) Penna...............................................~.......................... (POBt mce) WZSHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETE MOGILAN......................,. Deceased. Late of ........~WQg'l'.I:I.. Date of Death,~3~7J,: . Appraisemel!t Docket Vol.,. Page,No ~.)~7~~.~g . Filed in Register's Office,....A~t.....1Q....19...7;1". Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,... Wrote abo.ut Appra.isement,. Appeal j,.om Appraisement,.. Entered and charged,. ,. •