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Home My WebLink AboutOC1971-0877 - ESTATE OF FLEGHARDTForm RCC-2 • • .'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..August ,30.,1.9.7.1 ,..,. COUNTY W..~.~.h~.t.!.g.~.t.!, FILE NO 6...3.~.7.1.~.e..7.7.. Whereas,FORRES.T A P.FL.~QAR.P..T.late of C..BR.L.ER.Q.I.. in the County of JiA.S.HI.NGTO.N Commonwealth of Pennsylvania,having died on the f~.r..~.t.day of .J..Y.:~.~19...1..l..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,f.RAN.9.J~~$~~.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 aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescrlpllonofAssetValuesMadeforInheritanceTaxPurpoaes $ Jt.Bank Account #171-16-9707-01 held in the MELLON NATIONAL BANK &-TRUST COMPANY,CHARLEROI OFFICE.CHARLEROI.PENNSYLVANI. In the names of FORREST A.PFLEGHARDT OR FORREST H JOHN pm l<'l"!.U An~T '"~11_17_67 RA'An~e as nf da'tp.of .oJ .'1.16220 45 INSOIDVENT ,c''..~avi~g been duly ~w~according,to law,I do hereby certifytha~t~e above appraisement is made in con- fon~"~~th ~w on thIS.;,,/(;.;te/~day of~~7:-~:;;t};:::;;;Xf;;;72t;::t0:r..J..,.I ................................................................................................................................................................... (lCumber and Street) ".....................................b..(;j..{/."'.;a.A...~.;~~-6~L.<:...............,Penna.(Post Ofllee I ...................WASH.INGTON ....County '-.- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of f.9.RR.~':I'A!l,4l.~g.~.lJ..~. Deceased. Late of CHARLEROI............................................................................................ Date of Death,6..~.l~.7.1 .. Appraisemeilt Docket Vol.,. Page,No..6..3..~71..~.e..7..7... Filed in Register's Ofjice,...AUg 3.0 J9 ..7.1 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,. Entered and charged,....... -.-~-,.,,'............. / • RCC-43 (5-65) .,.'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT,OFREVENUE -. HAR~ISBURG .Ju1rl6,1911 TITLE 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 J4I1'.UII UAnOfAt.Bill A1JD ra1JSf OOJfPmO~.OIOWXCB ADDRESS CJfABLEaOI,PA.25M2 ACCOUNT NO.OF JOINT,....' TRUST OR INVESTMENT DE POSIT.....2:=.:,1.=1•....:::16-:.:;:..··~97~O:;.:7_-o:::.:::1=--~_ NAMES ON ACCOUNT..'.. OR INVESTMENT '1ORRBSf 1.PJ'.LIQHARDf OR roaass,4(8 PraOHAftDf DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR J'OIlUS'....PIIBGIf.dDf V ADDRESS 80110Kean .Avenue Charl.-,})••.15Ot2 DATE OF DEATH :-=:'.:-1_.11.;...·........._ SURVIVING DEPOSITOR, BENEFIClARY OR INVESTOR 1'<ItRISf.1C8 PILBOJIARD'f' ADDRESS 801 Male..Avenut Charleroi,Pa.U022 RELATIONSHIP TO DECEDENT:::--Stlf_.·_ DATE DEPOSIT OR INVESTMENT U·~,WAS ESTABLISHED .·_·I.....;f_eQ.....rt _ BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH $_1.;;..1':.;.;;.220.;;..';..;:JO:=----::;:r---------- .</!:'r-!r ;(P~;l ~o.1 J--=/if /<tJ.~j! <!Pi 9S .?10X J];tltJJft]~J,~'~/ OJ>ItS'.s-10 X 3 t f ~/-:..I,53 TO:FOHREST J~HN PFLEGHARDT 801 ~iclmAN AVENUE RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNty COLLECTIONS INHERITANCE TAX DIVISION ,',...'....t .. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSE TS NOT SU BJ ECT TO ADMIN 1STRATI ON Date:__-.:J~u=.:1!:"ly~2:..:::6...,.,_1=-9::!...7:..:1~_ County \~va=sh~.l:::..:·n~g~t:::..;o~n:..:...-_ 15022CHARLEROI,PEN~SYLVANIA County File No.--:---::_ Bureau File No.(~3 -7/-t 7 Z We have received notice that,lUlKroltXalXtXKXio'iKXKXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on July 1......._19 71../,l<!'~7came into ownership of certain P..!'operty through M.am>oxnti~"{dhX~~~~~~~X transfer from FORRE~T A.PFL~GHAnDT,deceasea~-- (Charleroi) Under the Inheritance and Estdte 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:Jt.Dank Account #171-16-9707-01tE held .,.in the,}1ELL9~.NATIONAL.RANK.&TRUST CO~IPANY,CHARLEROI OFFICE,CHAR nor, PENNSYLVANIA.In the names of FORREST A.PFLEGHARDT or FORREST JOHN"_..-.-....---,--..-. PFLEGHARDT.Opel1ed,11-17,:,67.Balance as of date of death,$1,220 ..45. appraised by the Commonwealth,as of the date of death,at $1,220.45 50 %of this amount is taxable at the rate of 6 % Q.RIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 610.23$-------- AMENDED ASSESSMENT $(P16,.:(.~ AMOUNT OF TAX DUE 36.61 o If you pay the above amount within three (3)months of the date of death of the dec«;.dent,or on or before ...()ct •.1 .19 71.you may deduct 0 discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (lS)months ofter 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 ---------- *If the tax is not paid by the above date additiono! interest is due at the rote of 6%per onnum until paid (Agent for the Commonwealth) ASSESSED BY:_ ~O~ALAMO~NT~E APPRAI SED BY:_.....::::.."..:<::L.::::......l>........4-1~.~::::;;:'~._'..::::-,,-......1"""x::.;.,.;:..~=.=_.:...._(I~heritance Tax Appraiser) $36.61 $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bri ng it to: 1?~IfAl{~ AGENT FOR THE"!f(>COURT COI'rIf.,vNWEAL Hi WASHINGTON,PE~~USE A.15301 If you have already paid this tax to an executor,administr"tof,'(j~orr'ley'or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name Gnd add~ess 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 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 yo~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 persona I 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 _ 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 rep~rt that I have allowed deductions listed above in the total amount of $• Date of Approval:_ Register of Wi lis ..""""".'..',,··:·;,~r'l";'· ,..,"~••lready paid this tax to an executor,administrator,a.ttoraey or other personal representatiftof..... dectcft.fof 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. Qate paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,ofter the date of death of the dccederd,you personally paid funeral expenses or other just debts of the deccden'with funds derIved fr0m the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of t~e property in the computation of tax due.If ony such expenditures meet all of the three folloNiny tests,it is recumnl£'1ded 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 personolly iegally respons:ble tor the~e del!'",.•lld 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 \I\~~:OI.\';\.REPORT OF REGISTeR OF WILLS (,"'0' I,the undersigned,duly elected Register of Wills In ond for ~t"o,by;Ve,COlln.ty,do respectfJlly report that I have allowed deductions listed above in the toto!CJmount of S __;.__~::,:.::~... AUG 30 1971 RUt'SELL MARlfIlQ .'.~;;1·"....t •Oat of A roval:.\I til ,'i\,....•.-"'~.:~,\j<~",1'v"~'\-v.e pp __,._=_~.__.,...,~.._ .Reg;stN of Wi lIs ~~_,__._~~d )fit~ch;fieoraS'he t~fr.Uir~~}..~'~~.7 ~~?-7 J -~C!,t!1""C ~'~..,_..dI/-/~-;'-0 r (/0 'd;;(~-•~ COMMONWEAL TH 0 PENNSYLVANIA)-C I ~73·.)-S".., ../'/".55· COUNTY OF /IP:~----:Jh..c... I,1 .us~~tr~e ~atement of funeral expense and 0 er ~or which I was legally responsible an which I did payout of the property herein taxed.urther certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tox purposes. Date Paid Name of Payee Description of Obliq,ation ~..11 Amount Paid 7/4..0/7/1./..J£,-ci:!'A"';"';>('~A I~J~A Lf;7 ~".1 '&A.1i /:2..~~Y..f ://2,\/-'7//',"/1 ",../'/'(/,?/7.~':>-.5-,.---_. - --------- • /~//...-. TOTAL $/--~~