Loading...
HomeMy WebLinkAboutOC1971-0979 - ESTATE OF BRAUTIGANCOMMONWEAr.:nt OF PEN~,lSYLVAHL" .[,JEPARTMIENT Or-m~')lS~;U ' rU..r~rll$t~Ui'G ~)i\"'~:1 ~':zh ibit I'(/\:','H/9/bG ''lit·""\. <:1.~J.J',/.(.)fk ;;,., 1/I I -"",._- ,, .........' 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$012 ',"....'~:~:)" .LJ)..11 ADlia 1i§Uh~p~1231.2,_._ ,DECEASED JOINT DEPOSITOR,. !1(";,;'TRUSTEE OR INVESTOR _.,;;,.;Jo;;.;:ann=·::=;&=..'..:.;M;.:..'..;::Br;;;.au=t;;;:.ia:gan:;;:...•__ ..'~\::'/,'J .'_, .;'<'ADDRESSll.D.11·Avella.Ke1pts,'Penna 15~tt:. DATE OF DEATH __~_..k~_~".P.1_-=-~_~_,ZI__ -SURVIVING DEPOSITOR, BENcfl(.:JARY OR nNESTOR ---CurJ.I._L_Q&r.1...,.__.__,._. •'.'",.0/<'.'..• r ...'!;:'~.-t ,ADDRESS,·B.D.'1 ,.1',' ",; .\'~ ~,'.."..'....:.......--_._---.----_._..~_._-._-_._-~~--- ., I.Date:~t'3,1m CountyWASHIWTON Co un ty FiIe No.---::--__-;:--__ Bureau File No ......0",-,3",---....;...7_1_-..1-1_1---1-.7__.,,;:', OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Rl-'13""''1-69) COMMONWEALTH OF .flENNSYLVANIA qEPA'lHMENT OF REVENUE BlJREAU OF COUNTY'COLLECTIONS INHERITANCE ·TAX DIVISION ..'We have received notice th,at,_~mt'=¥tUXXxxxxxxn:xuxa.u& .on Jul.,as.!191,you came into ownership of certain property through ~~l£Rh';i w~~~tftJ~6CdetQ~m',..anal.from I••M~81fttl4_,dt)c~$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 , I I " ,...:.. •"'\...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 'j , .', ! - 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,. "' ..