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HomeMy WebLinkAboutOC1971-0914 - ESTATE OF YEVINSj Cou y Fde N0 ~_3B-~95_--,,1 _ Breau File No.~}-7~~~_1_'4__ 11217 We hove received notice that,as a result of the death ofG ;-ge Yevins~!.e~~a). _ on _1tt.l..'!:-lit_,19_11,you came into ownership of certain operty through right of survivorship,which wos former Iy owned by the decedent. II, I Under the Inheritonce and Estate Tax Lows of the Commonwealth 'of Pennsylvania such transfers are taxable '.'and the liability foe the payment of the inheritance tax due is imposE:'d upon you,as transferee. f Th0 property on which tax is hereby assessed consists of:165 U.,S.Sa-iesE.Saving$n.ot1~S,held ~,-J.h ._tht Sf!l._r$_~~8it Box of YeTlDa.George OJ'"St:ephen,..Bond~__h.l~l.!'t tl!~L~$ I-<!f--(:;eorll~levies aM Mary terl.a3 (Ru.eell).$25.00 Bonis lJX1~)Pu.reluu~~ l fro~.Jl..S~thnt_;l2-54.$50.00 un BoD;da (159)P\.trcha8~froD 2-55 thru 7-68. I Yftlll~al pe~dAte of death.$8.148.00. appraised by the Commonwealth,as of the date of death,at $8,7-48.00 _.-1..~_~of thi s amount is taxable at the rate of 6 % i I_II',DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEB TS INET TAXABLE AMOUNT t AMOUNT OF TAX DUE l'If you poy the a bove amount wi thin three (3)months of the, \dote of dt-ath of the decedent,or on or before119,you may deduct a discount of r 5%of the amoun t of tox due,or I ORIGINAL ASSESSMENT AMENDED ASSESSMENT ------ $ This tax become delinquent nine (9)months after death (olle year if death occurred prior to December 22,1965 and fifteen months if death Qccurred on or after ,Dece:llber 22,1965 but prior to June 17,1971)and in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of ~~12__19 72 in the amount of to 8.12 1976 <If the tox is not paid by the above date additional irderest is due at the role of 6%per annum unti I po id TOTAL AMOUNT DUE . ~S ._'"'_ ------------ $-------- i ~' APPRAISED BY:~;'~.<,,,"/;;.'v,,.~,<:..,ASSESSED BY:_-,--_.,--..,-, (Inheritance Tax Appro iser)(Ag,'nt for th,'-Co.,..;;,nw.,,,hh)-:+,.{ INSTRUCTIONS TO TAXPAYERS--------.-._.-.,..~.. Make checks or money orders payoble to:To insure pic/per credit to your account this Officio![·Jcticc must accompany your poyrnenl.Muil or bring it to: Harley Stua~~t Agent W4shj~gtcn C~unty Court H~n~e b'ashington,Pennsylval1:i.~15301 NOTE:Any party in Intc~csr who ;0.aggrieved by this notice may obit-':!thereto ';"Iihin ~",/~(11S aitC:f receIpt of s{,id '1otice as provided by Section 10D1 uf tIlt,!nher!!(Jl1cc :.lnd Estate T,n At!of "961,,1 p.).24nS,-100'l ','',-T'.• RCC-134 (1-69) ,-- f( COMMONWEALTH OF P~I'H;(S'lt:VANIA DEPARTMENT O~'REVENUE BUR~iIl.U OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION,-. sa" OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION 7 _-:W=A=S...uH=IN=G~TL.:O::.t.N:..,.,_.A.;PE~Niol.;t.rN.:..==S:..!:.YL~V.:.JA~N-:..:!I~A~;l!o..l15 301 TO:--ISo.L.TuE..uP......H.uE;u,:N............y~Eu.V..&.I..uN-.LS _ 147 HALL AVEt'nJE Date:July 30,1971 County \vashington County File No.3!-..20 J -I Bureau File No.~,:5 7/'7/V We have received notice that,liKXz}fH1«Mn~1011<xxxxxXXXX~:I'X:XXXXXXXXXXXXXXXXXY..xx.."XXX on July 12 19-1l,you came into ownership of certain property through ~~~ ~~~~~~K transfer from,GEORGE YEVINS,deceased.(Avella) 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. The property on which tax is hereby assessed consists of:Cash.in SAfe Deposit Box of YEVINS ,GEmmE or STEPHEN.Held j n the MEJ,I,ON NATIONAL,BANK f1 TRUST COMPANY. WASHINGTON OFFICE,WASHINGtON,~NNSYLYANIA.Balanceasot:dthe date of Deathi $7,560.00. appraised by the Commonwealth,as of the date of death,at $7,560.00 50 %of this amount is taxoble at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedentI or on or before Octo her 12 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 af * . 19_._in the amount of $_~---:;;....3,z...;7~8...:..0..:....0,;;;..0;;......- 226.80 11.34----------- ------~---- $3,780.00---'----"----1,275.20 2,504.80 150.29 .7.51 --~-------- ----------- ASSESSED BY:--_---_---- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (Agent for the Commonwealth) APPRAISED BY: TOT AL AMOUNT DUE ~§Aa<N U',<I:':::~b- (I~herit(lnce Tax Appraiser) $226.80 $=======1=4=2=.7=8==== 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: 'K~II~~~ RlHE Co~nM)ti~?Jf;.t\....., AGENl FO Rt HOUSE COu 15301WASHlNG10N,PENNA. AS •• If you have already paid this tax to an executor,administrator,attorney or other personal rapresentative of the decedent for forwarding to the Commonwealth,list'below the date paid,name and address..~l th,e.person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount ...")aid .. 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 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 I-"i-li l'LV1 JJ L.l'.l-llMAl'4 1'1.11'1 •t(II l1V~1'111\.I".KI.1I Mt'Ii.I\.I:"\t.,l JAn".zu TOTAL $lJ 275.20 (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 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 Wills ~--~~--- OF~CIAt.-~'mTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-13411-691 COMMON\~EALTH 0;:PENNSYLVANIA OEPARTMENTOF REVENUE BUREAU'OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ,;;)iiiiiiiiiiiiiiiiiiiiiiiiiiiiijii;~'__o;;;;;;;;;i;;;n;n;;n;;;;;;;.;;a;__......iiiiiiO~;;;;;m;;;;;;;;;;;;;;;;o;;;;;;;;;g;;__iiiiiiO;;;;;;;;;;iiiiii__iiiiii..--Jiiiiii__iiiiiiiiiiiiOiiiiiiOiiiiiiiiiiiiiiiiii;;;;;;;;;;iiiiiiiiiiiiiiiiii__iUi--,.~': _-..;.;W..;;.;;A,;;;,,;SH:;:.;I=N.;.;;.G..:;.T.:;.:ON::':";'a....:.P.;;::EN::.;;:N:.;.;;S;..;Y.=L..;.:VAN:=.:..;I:;:.;A=---:1:::.=5 301 STEPHEN YEVINS 147 HALL AVENUE Dote:July 30,1971 County Washington County File No.~_ Bur.au Fil.No.?i-7/-1/*I We have received notice thQt,XIXliXrl~~XXXXXXXXXXXXXXXXXXXXXXXx.xIXXXXXXXXX:X_f on july 12 .,..192L,you came into ownership of certain property through ~~~~rX i ~~~transfer from,GEORGE YEVINS,deceased.,(Avella) TO: ~I 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:Cash in Safe Deposit Box of IEYlNS,GEORGE or STEPHEN.He]d in the MEI.I,ON NATIONAL BANK f1 TRUST COMPANY. WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.Balance as of dthe date of I.! I;, i ~th~~$7,560.00. appraised by the Commonweal th,as of the date of death,at $_-J.7...,.....5lJ,,16u.Ou•..1.0u,OL.-__ 50 %of this amount is toxabie at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__-:3;...l,...:.7.;;..80.::...~0;...::0~$_---=3:..z.,..:...;78~0~•..::.O~0__ 1,275.20 2,504.80 AMOUNT OF TAX DUE 226.80 150,29 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Octol'Ler 12 19 71,you may deduct a discount of 5%of the amount of tax due,or 11.34 .----------- ______7~a.__ o This tax became delinquent,fifteen,(15)months after the dote of death and,in addition to the tax,statutory interest at the rate of 6%of the tox per annum is also due as of *_ 19__in the amount of *If the ta'x is not paid by the above date additional inte·rest·is due at the rate of 6%per annum until .paid ASSESSED BY:---,-_ (Agent for the Commonwealth) TOTAL AMOUNT DUE APPRAISED By:M~e.e..~~~~ Inheritance Tax Appraiser) $226.8CL.-$======1=4=2=.7=8===== INSTRUCTIONS TO TAXPAYERS To insure proper credi{t~your account this Official Notice n:oust accompany your payment.M?il..or.bring it to:" '..''1~I -_.: AGENT FOR HlE COMMONWEALTH COURT HOUSE WASHINGTON.PENNA~15301 7//97/ c;k~ ~-rz-~-L/9'0t. Under certain circumstances,if,after the date of death of the decedent,you personally paid f~-neral expenses '" or other just debts of the decedent,with funds derived from the property herein taxed,such ,omounts eipended 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 c:.limed and all..Jw, those which he determines to be proper..The tax will then be recomputed and you will receive an amended assessment of tax. \. .',~\ r ..'.' " \.::. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You wer~personally legally resp'onsible 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 ...t· Date Paid Name of Payee Description of Obligation Amount Paid 7-21-71 FLOYD L.PITTl>IAN FU lliRAL HOME FUNERAL EXPENSES 1.275.20 \ !. . TOTAL $1 275 20 (attach separate sheet If requ Ired) COMMONWEALTH OF PENNSYLVANIA) /J A I \S5: COUNTY or:cd t£~:2~,. . . . . I,."U ~f.,hereby cer fy that the foregOing IS,a lust and true statement of funeral ~penses and her debts of the decedent,'-/.4 .__,for which I was legally responsiHle and which I did payout of the propert herein axed.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. REPORT OF REGISTER OF WILLS SWORN D SUBSCRIBED BEFORE ME THIS_~-",--_DAY OF '..~~"~19.7L.--'/.c&:-~ ~.....- ,~~At'I~ AfRUt e,.1m . .Signature r axpayer . RCC-134 (10-75) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU,DF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE Or<INHER ITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT .TO ADMINISTRATION TO:Nary Tev1bl auaell 1618 Jefferson Avenue Date:.J_u_17.::...._1_4...:.,_1_9_7_6 _ County_---,__1i:_&_Ih_._1_D-=-=-_OD _ nUT County File No '-.._..:::38..::.-.--.:2:::.0::...:S=-.--::1=-.·_ Bureau File No.__6_3.:.--_7_1_-_9_1_4 _ We have received notice that,as a result of the death of Ceorp tevw (An1ta) on Jol!12 19 71,you came into ownership of certain property through right of survivorship,.)Vhich was formerly owned by the decedent. 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. The property on which tax is hereby assessed consists of:165 U.S.Sri.Be-SaT1llp Donu,held ill the Safe Deposit Box of Yeviu,George or Stephen.Bonda.14 in the .... of George Y~1ns and Mary Yev.1ns (lus.ell).$25.00 Bonia.(6)Purchased trma 8-54 thru 12-54.$50.00 un Bonds (159)Purchased from 2-55 thru 7-G8. Value as per date pf death.$8,148.00. ae,praised by the Commonwealth,as of the date of death,at $--.:8::....JtlL'f,:....~.:...::..:.:....:O:....:O=--__ 1.00 %of thi s amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEB TS NET TAXABLE AMOUNT $8,148.00 $-------- AMOUNT OF TAX DUE 524.88 If you pay the above amount within three (3)months of the date of death of the decedent,or on or before _ -----19--,you may deduct a discount of 5%of the amoun t of tax due,or This tax became delinquent nine (9)months affer death r (one year if death occurred prior to December 22,1965) and fifteen months if death occurred on or after December 22,1965 but prior to June 17,1971)and in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *4-12 1912 in the amount of ~O S-U 1916 ! . 136.41 I $=========661.35 $========== AS SE SSED BY :.--;-:----;;---;---;:---.....-:7'.-------(Agent for the CommonweaIth) TOTAL AMOUNT DUE APPRAISED BY:.);'/; .(Inheritance Tax Appraiser) *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I pa id INSTRUCTIONS TO TAXPAYERS Make checks o(~~oney orders payable to:To insure proper credit to your accou t this Official Notice must accompany, your payment.Mail or bring it to: Ba1"Ye7 S1:uart.Agent WalhiDgton Count,.Court House Washington,Pennsylvania 15301 NOTE:Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001. QUADRUPLICATE -REGISTER OF WILLS COpy t=",.---,,.---,---:c,......-------------------~~------~_._-------~-- 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 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 you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1.You were personally lega lIy respons ible for these debts,and 2.You actually paid these debts 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 tran sferee. SCHJ=.....III J=OF I)FRT~ Date Paid Name of Pavee Description of Obliaation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEAL TH OF PENNSYLVANIA) SS: 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 payout of the property herein taxed.I futher certify,that to the best of my knowledge and belief, these same debts wi II not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS---DAY OF19__. Signature af 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 Wills ',ENTATIVE STATEMENT ~- PENNSYLVANIA TRANSFER INHERITANCE TAX J 41;.Ch ..:_A )j}All _Date LJ.:~..../f2t.:.. TO..··················~··r{(Y(~/~·····..·.4/£.···..·~... ....................................................................................................................................'t ,.¥;~//d.ii..L.. ~~~.~~~.... . :~~r~H~.~L ...;1.'/7/.. ~;~eraised ~~~~~:..Sg:.g4£..L ~..i:ae b.~=2/~..2!.i . Real Estate Personal Property Joint Accounts g YJd!-o()........./....1....1 . .................................................................................................................................................................................................................... Less Exemptions Less Debts and Administration Expenses . TAXABLE AMOUNT ?I 7YP.00............................................................ TAX on._@ ~'o m;:~ TAX on f.;.Zi!..:.q,.9.~6 ro ~"Jt;;?:5?..~~i:..ct....!...!... Amount Previously Paid ............................................................ r 2'1,J~J...........~:~..:. /c/y(C,d BALANCE DUE COMMONWEALTH:::Zl:?t:::?i..::::::::::::::: DISCOUNT (5%)IF PAID WITHIN THREE MONTHS FROM DATE OF DEATH. TAX BALANCE Interest from ~L~LZ.~to ~~.. .........&//0 on :i:.i!....i t..P.... .-J.G.~~..~ Register .ills and Agent fo~lfj Common ealth of Pennsylvania.' . Pd-$669L/? /s-9&v~91t PAYABLE TO: REGISTER OF WILLS WASHINGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA .~,J;, 1 II~jl !~'P=~;,,~~~!B!~~~I~.i,.;.i~CC.4(6'74)!~Ill ','COMMONWEALI~;()F PENNSYLVANIA ;11 NO.F47361 OFFICIAL RECEIPT •PE~~~~~V~::I~~~~~TEANCE AND ESTATE TAX 111:============1='===========================1111 ii,RECEIVED SIX BUNDRBD SlUt-NINE and 48/l00 ---------dollarsI~:,'representing Pennsylvania Inheritance or 1 *Estate Tax due from the following estate:l;1 From:.,~....-.lbl&W~----l!Utra&__JDn-JD:l4.~.a.I1+..~=.:...~~~~=.:.:...==~--I!1 i'1,!~:Address 2%Tax on $$---------nllI""I;i~l!6 %Tax on $---"OSL.j,....7J,.:::A.....8lLJ....0...,O....$....S....24ot::Ll.....8«.>8"'--.11 I~~l'i"!l i l File No.63-11.914 Date of Death-+........."-f-<lJ,-----i 15%Tax on $---------$I~ ~.tl!,Date of Payment %Tax on $$,·1Ii!Estate Tax,Act of I I I i'l Name of Decedent May 7,1927 $!HI 1;\ ,[County TOTAL TAX CREDIT $....5~24__·*"'.8....S....-----I Less five percentum of tax if I !Remarks:.'"paid within three months after 1 'i mjr/,Xt l '....,date of death $---------1111I...\.,.":'..~..,,.;...I.~Plus interest at the rate of i >~.,:'.,,...!!-6-%from 4-12-12 _"-'~L--lll~'li ':1 ""'ff,\to Date $]44,60 r.\ IYOO~[i)OJ~~~~~::$~.~[(:';/~~==I'l!!lli NOTE:This Triplicate Receipt to b~r..~:inf;10~~U~1f.:."fO:~~li'\:";/ .('..r :~"'-:.F ~...J .".Received by I NOTE:In accepting the transfer (nheeftarice tax'~~fuJure estat~s:'prior to the death of the life tenant or tenant for years.as evidenced by this ~ed;ipt.Ilt is u'ndefJlood that the Commonwealth shaU,,-- not be precluded or prevented from hereafte.c.assessing addit,loilbl inheritance tax at the death of the I lile tenant or tenant for years whenever it appeetrS'·that""such additional tax may be legally due and-1..............."&iib''''''''''.>..o!!'''-ll=--:-6r'7i-'''--=-:...,4<:~~~:r:---- collectible for any reason whatsoever.~.~II J