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Home My WebLink AboutOC1971-0880 - ESTATE OF SMITHForm RCC-2 DFJ»ARTMENT OF REVENUE.BUREAU OF COUNTY COLLECTIONS. HARRISBURG,PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Augus.t 3.0..,1.9.7.1 . COUNTY WASHINGTO.N..... FILE NO ~.~.:.?.!.:.~.~~. Whereas..,}m.§..!!y~9..~~~~..~~.~~~.~late of ~Q.~Q.~~~.~A . in the County of ,JiASHINGTO.N ,Commonwealth of Pennsylvania.having died on the ~.~~~day of AU&P.$..t 19..J.l.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I FRAN.C.ES 1EO 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 transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset Jt.Pittsburgh National Bank of Charleroi,CHARLEROI OFFICE, CHARLEROI,PENNSYLVANIA.In the names ofXDUUX MRS.VIOLET SMITH OR RAYMOND DEAN.Opened 11-10-64.Balance as of date Unit Values $ Appraisement Made for InheritanceTaxPurpoles of death INSOLVENT 1,436 77 ~avi~g been duly ~worn accordi..n.b~I do hereby certify that:~~~isernent is made in C9;r-/fonnl~Mili law on thIS ••..........:...••.•.~~;.•.......:.•...•....•.•d:Y•.~f.······.......;o;1~~1 ••••••••••~~::W WASHINGTON......,.County Date of Death, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of M~.~V:r.J..,$..T.$..~~~1.:r..1'ij . Deceased. Late of MONONGAHELA•••••>". 8-14-71 Appra.isemei!t Docket Vol.,. Page,No 6.3.~.7.1~.8.8.0 . Filed in Register's Office,.A~g.~~.9.19 7..l Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,.. ..'~ RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE KARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAM.E OF REPORTING FINANCIAL INSTITUTION.p:tTTSm~roH NATIO~AL IlMlY.-t"JTAFLE'RO!OF9'ICE ADDRESS aJAnIl.1tPI,rAt 1;022 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_002_6_7_29__<S_il-v1ng-ls_>-._ NAMES ON ACCOUNT t:'.ra.VIolet E.Sn1th or Raymond Dean OR INVESTMENT . DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ..--:;;.:l~":;;;"''':.:l.l._1t~·1J..1,o:.:.1.:;:....tLo..'~ljlo;o-i....S~mi..:.H:;.::;h~_ ADDRESS Dox 11661 f.:1ononpehcltl Valle:v'Count!;",Club nondHcnonratHU:a~J:'a.'!C.>Oh3 DATE OF DEATH __6_""_lb..;....,.;..71_,_ SURVIVING DEPOSITOR,BENEFICIARY OR INVESTOR __Jl.....;QYn;..-._OI'l_d_Dc_all _ ADDRESS l?22 CountrY 01tlb J1o.~,tfonO'fv"nntll$h Pat It;O<3 RELATIONSHIP TO DECEDENT__S;;;;.;OO=-_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 11...10...61. BALANCE,INCLUDING INTERESl !t36 77 DUE,AT DATE OF DEATH $__._._._~----------- R~....;a~~"",·~.......;...;..a,..--:;:A;.;;:.n==-nt....:t:.::.•...;O:;.;.Tl;.;;J:"hior ...1n-ehlU·te Signature TITLE OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Bureau File No. Date:Augus~27.1m County WASHIW'J.'ON County Fi Ie No._~-:-----,-__ 611~7/-Y'FrJ , TO:_....::.::Rgma::::::ill·,=hd=·-:,.1)..;:::.:'.,.="::-'_ l222 Count;l'1 ClUb Road •I"\.RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA D~PARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS'I INHERITANCE TAX DIVISION I,. We hav~vednotice that,.~~ on ..A~.,18 19 '11,you came into ownership of certain property t~_ .•..,'..'.transt.fro\~.V1QJ.tt E.Sm1th..d~Ceaee(h Under the Inheritance and Estate Tax Lows of the Commonwealth bf 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 c'onsists of:Jt.Pitt0burah National hnkot . . C~i Otfice,Charleroi,Pa.In the name of Ra)'mAAd Dean.._4 U/l0/6f.. Ii;' appraised by the Commonwealth,as of the date o'~death,at $li.~TlLJ,I.-_'0 %of this amount is taxable at th~rate of 6 .% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE j •,I j,.. D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before NoV~14,,19 71 you may deduct a discount of 5%of the amount of tax due,or ___2~16.._ 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 ASSESSED BY:___ (Agent for the Commonwealth) *If the tax is not paid by the above dote additional ·'i·interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE/~/. APPRAISED BY:~~C-'.-Ua')£)(IkLvtLJ (Inheritance tax Appraiser) $$================ 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 n9 it to: 1(~11 AJ}..~ AGENT fOR lHE COMMONWEALTH COURT HOUSE WASHINGlOM.PENMA.16301 .,/.,A If you have already paid this tax to an executor,administrator,attorney"or other perso-"101 representative of the . decedent for forwarding to the Commonwealth,list below the date paid,nqme and address of the person to whom you made payment,their official title andthe amount.'...~.:-.-.....,..... .;.'... Date Paid Name and AddrJ!ss of Payee Officia",Title ..Arno'unt Paid.f·;"".__"'+"?- , ss: Under certain circumstances,if,after the dote 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 on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1•You were personally legally responsible f~r 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 dece~ent ~andling 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 _ 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 pay out 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 __~~-~_,__-~_-____:,I"19~. .";.'.,.,1\-,)'l •\•'",.•~,."...f "of tI "A.,)I "~J,'-j i '.."'"'''-~..,lir~.i ~t.,.:tk ~..."..,.~.,..::.~"'t.:,j':J.f ,Signature of Taxpayer ;H~'ld~thQ;'~ftWJ JHJ l'HH 'r~'fE~rPRT OF REGISTER OF WILLS::~.'}f.t1':{~:'J ,..'"t_.H", ......-\....J).rf1 ll1~Jlj.' I,the undlet~i9ned,di:lh~;~~I~~t7~iR~~gi~J7f.\of Wills in and for the above county,do respectfully ~eport that I have allowed deductions listed a6ove'in'the total amount of $.. Dote of Approval:_ ------------ Register"of Wills ,-----_____.'\..,....~.'~~~'..,*htlW1'·!,~.i"......,.,. ....'lilt· If you hove olready paid thi!>tax to all executor,adnllnlstrt,tor,athrney ~r other personal j.~presentoth••of the deced."t for forwarding to the C 'lI.rnonwealth,list below the dO'e pUld,name and addr-ess of.the person to who.m you mode payment,theIr officiol tllle and the amount. Date Paid Nome end A;!crps,.of :'o\'e<:-~.-"---'---._~'....---~..-~-_._- --'t....- Of+:'101 Title-....._------Amount Paid. .''I Amount Paid Under certain circumstances,If ·'('r t~e dert'of deoth 01 I'.~f.'.1,"/.1U personally paid funeral expenses or other just debts of t~e 1eceden:."If·funds dCliv.:d '101'1 'Ie pto;.>erty nerein taxed,such amounts expended by you may qualify as JCductlOns OgOI"S,the gros'\value of the f1roperty in the computation of tax due.If ony such expenditures f11ee all of thp.three folloWI'l:j tests,it is reroil,mcqded that you itemize the payments below, execute the affidavit,and return this notice.The Register 0t ".:ls ".1 examine the debts claimed and all~ those which he detem r "'(PI'p'.Tie'~ill 'h.'ccmputr!and you will receive an amended assessment of tax THE THREE TE)TJ WhiCH ",.USl BE MEl ,~Rt fHAT 1 -Y?U were per~on(J!ly legally respcfI::.,Gle .or the e (I.JI'>.an· 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,If required,ant1 3-These same debts are not olso claImed,for luX purpuses,by an execlJtor,administrator or other personal representative of the decedent }'andling the administration of the general estate of the decedent or any other transfer<.:>c. SCHfOULE CF DEBTS..-D_a_te-."Po--a_i_d_+--,-_~orne of Payee.._-r- oo ',b-;;c~'pt;;-;;ofO~.'igot I 0n ..-?_-~J.....;i:;;;...~_'~7..;.,1--+....J...;;:;;d'r'L,'u (.-ll,~J...;.'''',{j,;¥..."LL~~.u.:.....:.-..,,;,;,'..s...:~--+_--+.......~........~;u..._-4 .....X'l...·...;I...';{........-J,..JI..-I-+-.L.r·.,'.'..........~t"'"'Jcil:-'?L:_.~·•.'(')/10.'~1'(.'1.'-_Ir;..;'k..t.t''''-'c':':::'...""------------1l---....,;;:l...L..lo::....:.-.-~-_t t------+------.----------+--\..-.<"-,~~.~..-J..~'<.....;.c..:.'t-_---._--f--"'-"::......;:'----"-...;.;....---t t------+----.------.~,--'-_+_--- -I-- t--.----..--+---..----- --------.-r------.--.-_.-.-------------1----------1 1------+----.-------.-----..'"--,.--------- 1------+----.-.-----,.--'..._-..-_.----._----------+--'---'--_.---_._-+----- J-------+-------.-------.-,.....,--- J-------+-------.----.-------f--.----.~----------------_+--------__t t------i-------.-.----------..--------------t--------~ I----------~._--_._--,--,----.--..-~-------'--_.-_..--.---.,___L...._ TOTAL $;;SI'y ('-t" COMMONWEALTH OF PEams YLVANi,..· ~,~~__55"...,c,'""",Lf thojo,';Il''''l''i,....,iust ond huo s:otoo:on:~f fLJnerare~,,,,es',.et _"•~~L.._~____.or w'.-, was legally res,0f'',,'U.~'Ie I Old payout at tLe property ,herein taxed.I turther certify,,',at to the best of my bu.'.1-l.'•.r>'.re<;e same de!'ts will not ')e ,laimec'by any )t',er pe:son,fo.,nheritance tax purpo~p.. swo~,~..Sl·~~ ,)~(...()~.I ...,. ",. ,'... DA r Jr- -_..__.-~.__._--, l_-' -------_.-....--_._------- • I,the under<;igrled.Clu Y c"~Cll<l '?<:..'. hove 0110....~1 jeduchons j 1<,tCl~,~tJ,.,,I'r .'.'i Date of A rova I;f\UG ~0 1971 RUSSELL MARINOpp,-,.,....------.-..._.