HomeMy WebLinkAboutOC1971-0979 - ESTATE OF BRAUTIGANCOMMONWEAr.:nt OF PEN~,lSYLVAHL"
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NOTE:'TO BE SUBMITTED IN TRIPLICATE
;';;~:>~i~i;~,':.\.'
.'.'Per:tn~~:lvania Dep'artment of Revenue
~",'Bu,",au"QfCounty Collections .
,26 S~4th-:Street i -,
'HGrrisbur9~Pennsylvania
I.,
Deg,S,r:
',I:Pursuant to Section 742,Penn~ylvQnia Inheritance ond Estate Tox Aer of 1961,
weherewhh submit the following report:
'NAME OF REPORTING
FINANCIAL INST!TUTION Western Peimfij'"lxan'a :WaMon,)Bank,.
_~'ADORESS J'nnkHn HAllpttice Inter-State 7Q_&.1l.S.Route 40 Wa.;iuton~P'caa .'
,~~A,CCOUNT NO.OF JOINT,\(:..153CXl
'..,'!RUSTOR'INVESTM'ENT DEPOSI1073 0001&25 6 (1).1V_
,~:,NAMES ON ACCOUNT .),"'
':iOR'INVESTMENT'·Carrle R.Carl or JOADnL}1.....IitalUti.•pn-.e.._
.f',~''''
Avella Seights.Penna 1$012
',"....'~:~:)" .LJ)..11 ADlia 1i§Uh~p~1231.2,_._
,DECEASED JOINT DEPOSITOR,.
!1(";,;'TRUSTEE OR INVESTOR _.,;;,.;Jo;;.;:ann=·::=;&=..'..:.;M;.:..'..;::Br;;;.au=t;;;:.ia:gan:;;:...•__
..'~\::'/,'J .'_,
.;'<'ADDRESSll.D.11·Avella.Ke1pts,'Penna 15~tt:.
DATE OF DEATH __~_..k~_~".P.1_-=-~_~_,ZI__
-SURVIVING DEPOSITOR,
BENcfl(.:JARY OR nNESTOR ---CurJ.I._L_Q&r.1...,.__.__,._.
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r ...'!;:'~.-t
,ADDRESS,·B.D.'1
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I.Date:~t'3,1m
CountyWASHIWTON
Co un ty FiIe No.---::--__-;:--__
Bureau File No ......0",-,3",---....;...7_1_-..1-1_1---1-.7__.,,;:',
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Rl-'13""''1-69)
COMMONWEALTH OF .flENNSYLVANIA
qEPA'lHMENT OF REVENUE
BlJREAU OF COUNTY'COLLECTIONS
INHERITANCE ·TAX DIVISION
..'We have received notice th,at,_~mt'=¥tUXXxxxxxxn:xuxa.u&
.on Jul.,as.!191,you came into ownership of certain property through ~~l£Rh';i
w~~~tftJ~6CdetQ~m',..anal.from I••M~81fttl4_,dt)c~$e.l
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,a~transferee.,
\,'
I
AMENDED ASSESSMENT
AMOUNT OF TAX DUE
appraised by the Commonwealth,as of the date of death,at $.:S;.&j~,~.::..I.('..::J,~3:!!:~_·_
J~%of this amount is taxable at the rate of 6 %
,."ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
beforeO¢t.,19 11'you may deduct a
discount pf 5%of t e amount of tax due,or
o 'This tox became delinquent,fifteen (lS)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 01 so due as of *_
19__in the amount of'.t'.---------,;--"
$-==~9'=~=';<=-=d======$
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid '
APPRAISED BY:02....·,...L.=:!:~~~~'-4~...!::.~~ASSESSED BY:_
(Inheritance x Appraiser)(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
cfJCu4119c2.c20
9-;1.9-1/
.fL.tllJllG0 G
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
'R....",IAA~
AGE.''01 YIII C•••ONWEAlTH
_lIGUlE
WASIIIIGTII.IElNA.11301
If you have already ~aid this tax to an executor~administrator,attor~ey or other personal reRrese~fative"".JHhe\
decedent for forwarding to the Commonwealth,list below the date pOld,nome and addressor the..-pers(jfj te whom
you made payment,their official title end 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 wi II then be recomputed and you wi II receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
.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.
Date Paid Name of Payee
SCHEDULE OF DEBTS
Description of Obligation
(attach separate sheet if requ ired)
TOTAL $
Amount Paid
Register of Wills
COMMONWEALTH OF PENNSYLVANI·A)
SS:
COUNTY OE )
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__.
Si gnature of Taxpayer
-<~,#·lofA~'-RE-P-O-R-T-O-~-·R-E-G-IS-T-ER-O-F-W-IL-L-S-----------
I,thet'un~.e''as~~~"lijIJ~''fIcMd~~tr of Wills in and for the above county,do respectfully report that I
have allowed d&wllfn~abQve in the total amount of $•
ru~iH .AM"".1()1i1~$~~.~Date of Approval:_
If you have.already paid this tax to on executor,administrator,attorney or other person~1 representoti~.....h.
decedent fot forwarding to the Commonwealth,list below the dote paid,name and address of the person·to .mOm·
you mode payment,their official title and the amount..\1 ".).
...I'~('~t·
>"...."~-'"......':'::~-":-":;;'~'
~.Qme and Address of Po~Official Title Amount P(J id ",.:...:~,;,~,'~..
.~.---.....~'.'·'f
,
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,...:..
•"'\...1
....~4..,
>••.- ,....,.-'.-
24th DAY OF
"
3'·These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent han~ling the administration of the general estate of the
decedent or ony other transfere~.
"'N AKO WfS~Q't!fD BEFORE ME ~~IS
.~s!p.-!~~r :,.,,~9 __,:;.':;rf''":...."-'"~'"~I''''''''I'~f,'.-~..
r,\''..it'~nll\G "iJ~,--..lIiQl....,....0 ;.:.1t t;i-/,~,.EPORT OF REGISTER OF WILLS
~~J~t .,1ft););
I,the un<llli~~~t _,'egister of Wills in a,nd for the labove,~colJnt,do res£!Ctfully report thot I
have allo~,duc .~V-'~~'(it~v ~pjf~Iota I amounl of $7 !!L ~.
Date of Approval:<{).....6--:______~~$4P?)Reg;~.ter of Wills ,~
~~...
U~.,certain circumstances,if,after the date of death of the decedent,you personally paid funeral exp"s••
or other jvst debts of the decedent,with funds derived from the property herein taxed,such amounts expericleet,
i~,~ay_~uolify as deductions against the ~ross valu~~f the property in the com~uta!ion of ta.x.du,~~lf",
..~1i.x~lture~meet all of the three follOWing tests,.t IS recommended that y~u Itemize the pa}lmeat."'b!!ow,
,;.xecu~the affidavit,and return this notice.The Register of Wills will examine the debts claimed an4..aII,~
,'tho••w~ich he determines to be'proper.The lox will'then be recomputed and you will receive'an amendetf
,_sseSSment of tox..'.,I
;H£THREE TESTS WHICH MUST BE MET ARE THAT:\~:';.l,
"\·SCHEDUl E OF DEBTS
Dcate Paid Name of Payee ...D,escription of Obligation Amount Paid ~...•'71 \//.;1+1-.c:r.~...1'fL 0.-/~I.A J.2'?¢~........;.,fl~"</~'~.'...
..,...0'I .u••~fTIJ.,tJ-t4'.
..~"vrl'\.~j .A ~'0 Akif ..I ......-<n.0't'J
...,-'.".('\~~~.7!'~~+;'!'"....0'.
1 e--4~4 ,c.i 2 ••..~f!)~
""-.J..D ~i.J;(~"...'~I
Jr.+-"Vn-.-.,.,,~(J '.-...0./...'.,
().',,-I;'.
...".-")~
.-
TOTAL $(.Z!/4..r--
)f~l...;J~...>-.__,"or r~~:...;,
':7<'~t .You were personally legally responsible for these debts,pnd •.or".j.0'1 ~
,~2'~';ou actually P~id thes~debts out (of th'e account or pro~elty described above and 'can furni'~h p~ogf ;:.,.J,'~
of such payment,if required,and .
tattach se.parate sheet if required)
'""r11:~OMMONWEAL TH OF PENNSYLVAN,IA)
SS:
':,,COUNTY OF:Washington )
':-1.;'-Carrie R.carl hereby certify thaI the foregoing.is a iust and true statement of
""'.rol expenses and other debt")of the decedent,Joanna ~.Braut~gan ,for which I
was I.,..')'ff..-n~jble and which I did payout of the property herein taxed.I further certify,that to the
best.of"..,.fl.W~'i"end belief,these some debts will not be claimed by any other person,for inheritance.......,.•."
Fonn Re"2L;-.COMMONWEALTH OF PENNSYLVANIA DATE .......S..e.p.temb..er......2.8..,.19.71........~
D~AkTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ....WAS.BIN.GT.ON.......................................BuREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....9.J.::..7...l::..9..7.~......................_.....................
Whereas,...............................J.OANNA....M.......B.RA.U.T.IBAN.....................................late of .....................INDEPE.NDENC.E.......................................
in the County of .....................................WASHING.T.O.N......................:c.......:.,'........................Commonwealth of Pennsylvania,having died on
the ........................................2.2d...........................................day of .....................J.uly..........................................19..7.1..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...........................FRAN.CES....LE.O.............................................................,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.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purpo18s
..,-..~-$
_.,,
I Jt'.·Western~Pennsvlvania National Bnk.Franklin Mall
Office.Washin£ton.Pennsvlvnia.In the names of Carrie'R r.~T'l
or JOANNA M.BRAUTIGAN.Onened 3-5-71 Balance as of date
of death.3 362 I~~
I
,
,
'...
I
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.',
!
-
I Having been duly sworn according to law,I do hereby certify,that the above appraisement is made in con-I
formity with law on this .................;z.e~............day of ........................~............~.............:.......19 ...7L
..............................................~...................~~....
Appraiser
..................................................................................................................................................................
(I!Iumber and Street)...................................tA-J...~...............................,Penna.
(Post eel
Date of Death,
.................WA~J{I:NQT9.N.............County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOANNA M.BRAUTIGAN
Deceased.
Late of
AVELLA HEIGHTS..~.....
7-22-71
Appraisemei!t Docket Vol.,..
Page,.No.63-71-979..
Filed in Register's Office,$.~.P:t:..~~.~J9..7J.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal j,.om Appraisement,.
Entered and charged,.
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