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Home My WebLink AboutOC1971-0994 - ESTATE OF WALKER..... _,.i,....;...,._.., RCC· 134 ( 1·69) COMMONWEALTH OF. PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J 19 SHERMAN AVENUE l Date: _--::F:..-:1 e~b~r'--!u~a~ry:...l·~2:!.::4~,~1::...:.9u7~1.__ __ 1 . C t ·washington c:~:t: -F-i-le_N_o __ ~~:::-::::~~~~~~~~~~~-~ Bureau File No. b..3-_7/-7'9sL' TO: MMXXKD:!X JACK 1-1. WALKER \vASHINGTON, PENNSYLVANIA 15301 We have received notice that, RKX~"\i:»:>~~"{~allK.KfXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXL_.~ onJebruary 8 19..1.1, you came into ownership of certain property through rlgfiX.XKKJaiM*-X~~X.IDClX . '@~11XOOID'JL"{l~ocd\~~~1il'{ transfer 'from, MRS. EL~IO F. \vALKER, deceased. Under the· Inheritance and Estate T ox Lows-of the Commonwealth .of Pennsylvania such transfers ore 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: Jt. Passbook Savings #61-3464, held in the MELLON NATIONAL BANK u TRUST COMPANY, \'lASHINGTON OFFICE, \vASHINGTON, PENNSYLVANIA. In the names of ~ffiS. EU.fO F. WALKER IN TRUST FOR JACK H. \vALKER. Opened; 9-6-57. Balance as of date of death, $1,426.91. appraised by the Commonwealth, as of the d<;~te of death, at$ 1,426.91 ··' 100 ·%of this amount is taxable at the rote of 6 % ORIGINAL ASSESSMENT AME~IDED ASSESSMENT - DATE OF ASSESSMENT ' TAXABLE AMOUNT ·LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE ·0 If you pay the above amount within three (3).months of the d.ate of death of the decedent, cir on or before -May 8 19 71 you may-deduct a . discount of S% of the amount of tax due, or . , 0 This tax became delinquent; fifteen (15) months after the da-te of death and, in addition to the tax, statutory interest at the rote of 6% of the tal;( per annum is al.so due. as of *------ . 19 __ in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE ~- 85.61 4.28 ... ------------:---- $ 85.61 $ ===============::::: ASSESSED BY: _ ____.:. ___________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks· or money orde~s pqyable to: To insure proper credit to your account. this-Official ~otice must accompany your payment; Mail-or bring it to: · ....,.-----------,------------,--------------------._,...-..,..---,17.',yr."1 ;:. \ ~, ; ... , -;·;. If you have already paid this tax to on executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below·the dote paid, nome and address of the person to·v.<h.om you mode payment, their official title and the.omount. Dote Paid Nome and Address of Payee Official Title Aniount Paid Under certain circumstances, if, after the dcite of death of the decedent, you personally paid funeral expe~ses 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 t·he 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 ore not also claimed, for tax purposes, by on 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 Dote Paid Nome of Payee Description of Obligation Amount Paid '3/ll/l971 ReO'. of ~fills Letters of .Adm • $ 12.00 11 11/1<;>71 Gordon Fur.cral fiome Fu-n"".rP..l & G'r::~v~ onP.T1iT10' 1719,80 2 22/1971 Dr. Tripoli Care in Hospital Jl,OO 1. 18/71 .D Harke om II II II 51.'i0 • 4. 1/1971 Curtis Fharr.1acv Prescri]2tions .. ·-~· 7.30 2 22/1971 A.mb. & Chair Service A1nb. -Claysville to it-ia sh. Hospital 40,00. q iO/lO?l K1'rt.?. Fan,Jment Co Carv"lnD" d::tt."'"' ol'i St()T1t" . 16 .00 3l1/l9'Ll Vital St~tistics Death certificates 10.00 Notp.riz.?.tion re iname 2/18/lQ?l Lot~.rv fees correction 10.00 ; ' '. ' TOTAL $ 1897.60 (attach separate sheet tf requ1red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of I<Tashing:ton ) _ . V. · .r lk E f J k H. Wq.lker · h h f · .-· d f l,____;u:glnia ~"•a .er, .Adm st o ac liereby cert1fy t at t e oregomg 1s a 1ust on true statement o funeral expenses and other debts of the decedent, Elr'lQ F. 1dalker , 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 some debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND ·suBSCRIBED BEFORE ME THIS 30th DAY OF September · , 19_11_. ·~~~~ .~~. REPORT OF REGISTER OF WILLS· I, the undersigned, duly elected Register of Wills in and for the~ve couJ)lr.7do respectfully report that I have allowed deductions listed above in the total amount of$ .f:::!-/l£'1. _, ' 9 Date of Approval: . OCT 1 1971 RUSSELL MARINO; V{~ Register of Wills I I I t I ·t .1 l I l i ' . i ! 1 I 1 I t ' ~ l ! I I ·1 . t q .i ·1 ·I J I 'I i I ti :i .l I .! :r d !i ·: ,1 ., i ~~~t~~~ ~~;_~£-st~Z<;~?~~:r:-¥€~2:_· ~ ;::_::;:c~c: · ?-~~~~:'"··.:~::ig£=-:-'l::-:, :,-~_:.~-If-;;'{~~~ ,;;c~ c~~,~ :;~"'t~:~iff;f~:::,:~:-~~::"~~~~::~:,.~7~' 'i_i;..Yt-~7;;.~~ l '"\ •,! ' Fonn RCC-·2 \ ' ·' ~ < PENNSYLVANIA DATE ..................... O.ct.ab.er. ..... 7.1 ..... 197.1 ................. ·~-~..--COMMONWEALTH OF DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ............ 11AS.HTil.:1~0U ........................................ BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO ......... 6J.~7l"".9.94 ......................... _ ..................... Whereas, ........................ JA..C.K .. .H~ ... Jf.ALJ~ ............................................................................ late of .......... ~fA$..H.~P. .. 'r.QN ................................................................. in the County of ....................... j/ASHING.TON ......................................... : .................................... Commonwealth of Pennsylvania, having died on the ........................................ St,.h ............... .' ............................. day of .... F.ebr.uary .............................................. l~l ..... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........ F.rances .... 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 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 Ufe 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 Purpoaes • Tt. P!l qco.hnnlt-S.:\"'d n m:~ /If., 1-?.1, f..J, hel n 'in the Hellen National Bank & $ 1.4.26 • 91 Trust Company, \·Jashineton Office, Washington, Pennsylvania. In the names of Hrs. Elmo F. V.Jalker in Trust for Jack H. ltlalker. Opened 9-6-57. Baiance as of date of death $1,426.91 ESTATE INSOLVENT Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this m ?~l m day of =~~y;;;~::·;;~ ~; ;~, ~;,~~· • ( If umber and Street) .......................................................................................................................................... , (Poat Oflle.) Penna . ...................... HA~HJ.NGT.ON .. ,, . ................. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EJ.J.lO F • \1ALISER Deceased. Late of WASHINGTON . Date of Death, .... F.ebr.ua.ry: .... 8., .... 197l ..................... . Appaiseme11t Docket Vo.l., .. J... .. Y ................ : ................ • Page,~/~ ... ~~ .............. No. 6.~:?.~-:.?.?4. ................ .. Filed in Register's Office, ......................................... 19 ........... . Amount of tax due, $ ........................................................... : ........ . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f,.om Appraisement, Entered and charged, ··-~ ··~' j .-·\ .. ~ l-·~ .-, G ,, ,: y ~· ·,:~·