Loading...
HomeMy WebLinkAboutOC1971-0844 - ESTATE OF YODERSr--=I=LA=H:.::-..=Y..;:.;.B=R.;;.=Y.:.:;NER=1~_ ~395 DONNAN AVENUE, 15301 ~OFFIC1Al NOTICE OF INHERITANCE TAX APP.RAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION WASHINGTON,PENNSYLVANIA. Date:May 27,1971 County vlashington County File No.5l!-/tfZ-~-- Bureau File No.b,{-7fJ.:.......¥--l·lt~"-- ~have received notice tha~. on Hay 16,19-.11..,Yotlcame into ownership 'off~c~er~ta~i~n~:p~ro~p~e~Tt~ytt~hr~o~ug~h~~~~~~~:t;{~~:xxx~~~~Q}p~~Transfer from GEORGE A.YODERS,Deceased.f ", '.1\\~. 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. RCC-134 (1-69) COMMONWEALTH OF PENNSYLVA'NIA DEPARTMENT OF REVENUE 4 Buf/EAU OF COUNTY COLLECTIONS ,INHERYTANCE TAX DIVISION('.. The property on which tax is hereby assessed 'c'onsisfs of~Jt.Held Checking Account held in the,THE UNION NATIONAL BANK OF PITTSBURGH,P.O.BOX 837,PITTSBURGH,PENNSYLVANIA.'In the names of, GEORGE A.YODERS OR ILAH Y.BRYNER.Opened January 29,1969.Balance as of d~te of death, $563.16 !-t-,~_ appraised by the Commonweolth,as of the da.te of death,at $563.16 50 %of t'hi samount is taxable at the rate of 6% ORIGINAL ASSESSMENI.AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 02 f';.sg:'$--...,.----.;..----)jos-,tkJ AMOUNT OF TAX DUE 16.89 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before August 1.9..t,19 71 you may deduct a 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 at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of *If th~tax is not paid by the above date additional interest is due·at the rote of 6%per annum until paid TOTAL AMOUNT DUE $16.89 $================ APPRAISED BY:.__ (Inheritance Tax Appraiser) ASSESSED BY:_ (Agent for the Common.wealth) INSTRUCTIONS TO TAXPAYERS < 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: '·h.l:.U .lL '1~IE "U"dvLI'4'~';'h,,"1 COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,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 SS: 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 ",,_.;:Dy 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 debtsclaimed 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 deced~nt 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 t{-~0;-'7/IJ1Y/YYJ_ill.M.p_6 11 J :::;-:,",,,A 1));/1..<,L Jj I ?,/LC:;0 ~-'--fJ{/I -\-.._.,.~.,.--" . TOTAL $13o~oU (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA} COUNTY OF:WASH INGTON '\ I,lIah Y.Bryner hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,George A.Yoders "tor which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS 16th DAY OF ~AUg~6~~192!....~~~:,"~~c!.~~c ..,;;;;~. (JfM·tONWEAL Th I f ENNSYL VANIA DEPARTMENT OF REVENUE, HARRISBURC .~\.'" r,.t,..l-7/-Yc,J~J :,:';.'1 .3;7-19 fj-~ -I 5bJ •.i.6 u..ughter NOTE:TO BE SUBMITTED IN TRI PLICA TE Pennsylvania Deportment of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvanio Jeur Sir: Pursuant to Section 742,Pen'lsylvonio Inheritance and Estate Tax Act of 1961, we herewith submit the followinq report: NAME OF REPORTING FIN ANC IALINSTITU TION __T_h_o_J_n_1_o_D_l._·a_ti_v_n_al---::Ba:....;_nk---::()~t-=l;...:·i::..,:t...:.t::,.:lb::..,:UI';;:;:;"zp=--__ ADDRESS f.o.Box 837,i lttsburgh,fa.1,52)0 ACCOUNT NO.OF JOINT Itt:George x.$teIi1b1'lttgh,~e8tt VIoe h"e.ldeot TRUST OR INVESTMENT'DEPOSIT i'74-4;J45-7lCheckintJ NAMES ON ACCOUNTORINVESTMENT G_fJO_r_g_8_A_._I_w_8_r_8__""_r _ llah I.Bryner DECEASED JOINT DEPOSITOR,George A.Yodere TRUSTEE OR INVESTOR _ ADDRESS LANDCOUNTY:h5 l)Ol1n&.ll tv••,;faah~ton,Pa.l.5JOl DA TE OF DEATHSIlRVIVINGDEPOS:-""-TO-R-------------------- Ilab Y.Bt'}'nerbE::NEFIClARY UK lNVL:.IC'R _ )<,~uOllll1Ul Ave.,~n6h1.D£toQ,Pa.15301ADDRESS _ RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVESTMENT J all.uir¥'itt,1';(;;)9WASESTABLISHED _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $._ '....'\,.' -'DBPA"TMENT OF REVENUE, BUK&A.l1 OF COUNTY COLLECTIONS Jl.\altISBUBG.PENNA.17127 Furl'RCC-I 41 •I • COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ,~~,~,.".~.?!~?.7..~"_"..""". WASHINGTCN . COUNTY '".""."."..".."".."__.__ " . FILE No..."b..,.1.=2/:.8_tf..!1 . Gl:DRGE A.YODERSWhereas,, "~, , , ,late of ,.",wa,shington "..,. in the County of Wa.shingtQn ' ,Commonwealth of Pennsylvania,havin.died on the 16th day of J1~y"......19..7.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..........f.!..~.~~.~~....~~.................................................................................,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 thls estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any eatate for Ufe or for years.the Commonwealth hereby expressly reserves the right to appraise and aasess tranlter inheritance taxel at the lawful collateral rate on any such future interest. Ollor.,tlon of A.ltt Jt.Held Checldng Account.held in the,The Union National Unit V.lull • Ap,r.'-...l....,.,lllMtt"PIl TlIlI 'ur.... Bank or Pittsburgh,p.O.Box 837,Pittsburgh,Pennsylvania. In the 15 ot Geor e Yoders or !lah.Y.B January 29,1969.Balance as of date of death,$563.16 Insolvent 'dASHDGw'N······(ii~;;:.·b;..~d..st~t·;·..·- .................",.............................................Peana. (1'oIt ome.).,...... .,..... ..r .,1'" 'y ",,',).'.f ~..~-,......- ->~;. "-'j .~.•\ ',,1 .'H.~n,been d»l~.Wom according to law,I do hereby certify that the above appraisement is made in co~~:~ 'fermlty with.law on.tpis :17th...day of August ~~19.71 ~...1 .;:;""f _••;.!...'..f//..l,.~~,':-:-:.~.~f'h!..ALI.._.~._.,~.•...J;,.~jt.r ,":',~~.:•.".......~. .'.~~'-\:~•l~.~:t.,~~~~s..\>'~ ,..,.~",.:'.:.".~'~·l....\/ ';>'~'(J ,: 11 'f ~r 11 ~-'.\~~t;.7 .~' .~-------------------------