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Home My WebLink AboutOC1971-0894 - ESTATE OF COLES.'•''.'.!;\ :,-, .(. ,'....,;....\' ".,(:- .'~.,~~. ,1.\. ."~'r.:".....~.;')"...' COMMONWEALTH.'.of!:-p,ENNSYLVANIA DEP~~lMf-~T:l9rREV:NUE-~,'. tfAlmlSBURG iONS' JUL ;.~ L J Jl fo'H f7J -. Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania NOTE:TO BE SUBMITTED IN TRIPLICATE Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: RELATIONSHIP TO DECEDENT~,...er:--_---- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 1oJ 22J.'ioV<i4------------- BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $6!956030~_ NAME OF REPORTING FINANCIAL INSTITUTION Mellon National Bank and Trus..t.Company ADDRESS 40 South Main Street,Washington,Penus.ylvanj a 15301 ACCOUNT NO.OF JOINT, mUST OR INVESTMENT DEPOSIT 61...9.53 ...!f1Sflbooksaviags NAMES ON ACCOUNT OR INVESTMENT M:r:SoEvlil Coles or Mrs.ta.urp Bush tI,. It ~\£k2tc Signature TITLE Assistant Manager 23 South I>ialn Stre~l!.Houston,}fenna~lva.niaADDRESS ,DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR -..;;E=v=a....::C=o=le=i~·_ ADDRESS .AND COUNTY.23 South-lW.n Straet,H.owJ,.ton.,~~&'iallt----- DATE OF DEATH _fd.1.51J...Zl_·--:-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ~so l..auraJhlah _ .' r ~.1.',•}' I \' .i i l"..,. RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU or:COUNTY COLLECTIONS INHERITANCE 'TAX DIVISION OFFICIAL NOTICe OFINHERITANtE TAX APPRAISEMENT AND ASSESSMENT OF ASseTS NOr SUBJECT TO ADMINlSTRA"fICN HOVSTON.,PENNSYLY~N.IA ...1.5 ~4;} TO:1fdS •.LAURA.BUSK ""-'..,I'. 23 SQIITHMALN.STREET.......-T Date:July 9,1971 County liASHTNGTON County File No ....._ ButeClu File No.t:~-:.1/~g'<itj We hClve received notite that,Ya~~"'{~mlU(jh.l~KU'£XXXXXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on Jl,lJ:l~.~~....19T)"..,you tame ihlo ownership tff certain property through~~*C~1M~~~A\i~fC~~T~:x:XX *&U~~~X~~~A~K~~~I~~fX transfer from EVA COLES,Deceased. Under the Inheritance and Estate iax Laws of the Commonwealth of Pennsylvanltl such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The ptopertyon which tax is hereby assessed consists of:]t•..passhook Sayiup"s#6J-953 he'd in.the.J!ELLON.NAT.J.Q.NAL cEANJ.\.AND .AR!J..ST...CQ.HI'.ANXL WASHINGT.QN OFFICE,1'lASHINGTQN,. .PENNSX:r,YA:NIN·...))l .th~..!1a!!les ...~r..M]{S •..~yI\C.9!-E.~OR)tJl{$•.LAURA BUSH.Opened 10-22-54.Balance as of date of death ~6 956.30.'......._.•..'.,P..,.... appraised by the ComiTionwealth,as of the date 01 death;at $.6,.956.30 . .50.d ••%of this amollnt is taxable at the tate oL ....6 .'% ORIGINAL ASSESSMl:NT AMENDED ASS£:SSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above omount within three (3)months i:>f the date of death of the d7ydent,i:>rOn Of..'. b~fore s eft ....2-5·.19 ...'.'.'you may deduct a discount 0 5%of the amount of tax due,or o This tax become delinquent,fifteen (1S)months after the date of death and,ih tldditiOh to the tClX,statutory interest at the rate of 6%of the tax per annum is also due dS of '*~"~~~~= 19=in the amount of *If the tox is hot paid by the above date additional interest is due dt the rate of 6%per annum until pdid $......3 f 478.•.15.... 208.69 ~----._-.-'~'" $0,'I 7?:;s' .I,/9s:.\0--0 .. /J!e.99 ---------....._........._- INSTRUCTIONS TOiAXPAYERS-..__··,,,,,_.~r_·-t·-"F··-"--,'.,-.._..-.---- ,I 15301 Make checks or money orders payable to: ;$~~/JO,/,/ 1·/97/. ~~ .~5Ym ~j811S90 To insure proper cr~dit to youi-a·(:co~nt this OffiCial Notice must accompany your payment.MCli I or bring it to: 1?~I1At{~ Art .....COURT HO..S£" WASHINGTON.PENNA. If you have already paid this tax to an executor,administrqtor,'ai'torney or ~ther p~rsonal 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 Am~unt 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 reco~mended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claiiTIed and anow 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 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 ,7uL(SOc/Jj(,A hAJHf7A1'-rUAJ e A A£'e Xf'c/fJ$F 1 I?...s:cH; I ., -:..~-i TOTAL $,//?S--~ (attach separate sheet if requ ired) COM~NIA)55: COUNTY.OE ) J,~~hereby cert;fy tiwt the for~sto.nd true stotement 01 funeral expenses and ot er d~bts of the decedent,r.,iJ Cl-,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. Signature of Taxpayer .'MY COMMISSION EXPIRES'.7,1972 REPORT OF REGISTER OF WILLS ""rr.!ler,PennsylvaniaAssociationof Notaries, I,the undersigned,duly elected Register of Wills in and for the abrvq..COtHlty,do respectfully report that I have ollowed deducHons J;sted obove ;n the totol.omount of $l ~. Date of Approval:SEP 10 1971 RUSSELL MARINO ._'(~. .Register of Wills " - 'Yonn RCC-2 , ..........WASHINGTON·....................:..·....······..·..····.··..1,COMMONWEALTH OF PENNSYLVANIA DATE DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........~.~.P~.~.~.~!......9..p.......~.9.7~.........jCOUNTYr:-"BUR.EAU OF,COUNTY COLLECTIONS....,::.~.APPRAISEMENT 63-71-894 '.IIHARRISBUlItG.PENNA.J1J27 FILE NO•..............................................................................................., i - .EVA COLES late of I Whereas,......................................................................................................................................................................HOllSTON...................................................................... in the County of WASHINGTON Commonwealth of Pennsylvania,having died on............................................-.............................................................................................. I the ...........·..........................25th............................................day of ..........JUNE........................................................19....t1l,seized and possessed of an estateI subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........................France.s....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 I the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:!I!In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after f!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. '1 Appraisement fUnitIDescriptionofAssetValuesMadeforInheritanceITaxPurposes!I t Jt.Passbook Savings #61-953 held in the Mellon National Bank and $6,956.0 L! '1'...".,.('I Washington Office W"_\..~-"-~1v::ln;~Tn the l~-...-·u"~.names of Mrs.Eva Coles or }/JrS.Laura Bush.Opened 10-22-54 . death $6.9s6 .10 1Balanceasofdateofi', fii~ li,~J,~: f; 1-!\ J,. ii' --. j , ; .; : I~,- .. --, -. . __or ~, ~. .-0- -; -- form~;V:~hb~~~:~h~w:'aCC()r~Ol~=:~a~o~e~~~~~~?:e~::~~n~~n~, ./.Appraiser .,.................................................................................................,................................................................... (Number and Str~t) .........................................................................................................................................,Penna. (P09t Office) '.,,-,0 ,~~), l'".\, , __.....L-o-••__-'_.::i.:....j WASHINGTON.......................................................................................................County )',:: ,.\.."~ ~' :....,. I.,.. ., . o· ,. '::. -~ .r- RESIDENT INHERITANCE TAX APPRAISEl\IENT Estate of '.·;:',~;EVA.:.COLES"'·'··'·'··"·''''·'·'······'·'··'D;~'~;;;d:............ Late of HOUSTON..................,,.. ~:~a;:el~e~~:Iz;~;;~;~:~~.g~.~:J9~"."".'''..''''.. page,~r?"i..,:...l..."""",,..~o~...~~:;,?i:~·?;,····..·..·· Filed in Register's Office,"19 . Amount oj tax due,$,"".." ".. DEPARTMENT OF REVENUE Received,,,,,"",,,""""".. Examined and Approved,.. Wrote abo,ut Appraisement, Appeal j,-om Appraisement," ".. Entered and charged, ,t .' ,: .., ., •} ! .'':r~'·~:"*'"~.~~~-<~.,L KWOl"..~,.....!¥i,.•·,11.'.!••"-}€!*M:"'~~·.'..~-:f'","!.tr::-~.~..k.,..,:....:..·.,S:zG:==:=,_.;:..."...:-77-.-.-._~'-•~:",=Z::;.-=:-",,--,---::;:~.:-t..~"-:.~::::~.;:-~;~:-:;:;.~,,.",:::'h~,;":--,.~.,t"...,,~_¥.'h.~....:~~......,'h~~_'LL _..;;.....~L.,..-...""",,,,..:.,."<1,;