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Home My WebLink AboutOC1971-0996 - ESTATE OF PEART·\ .,. : ... ~J-71--t'r~J COMMONWEALTH OF PENNSYLVANIA co,, .!}.Z(:.I:,fl,, ":1!;1:~ ,!Jfi ·~t(/ DEPARTMENT OF REVENUE . · :C~'-t~p;:- HARRISBURG /1._/J..c 1lJ . · Cf;;,r.~ RC C-43 (4-69) August 271 1971 .JVdf 4 ,'!1/ks . .J(J r~JJ ·' .oo ·''JI .'• :{;, 'I NOTE: TO BE SUBMITTED IN TRIPLICATE ..... · . . · ·. ,, ·~ Pennsylva~ia Department of Revenue Bureau of County Collections 26 S. 4th Street · Harrisburg, Pennsylvania · Dear Sir: . ' . .. Pursuant to Section 742, Pennsylvania tn'tleritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING r . FINANCIAL INSTITUTION .iestern Pennsylvania National Bank ADDRESS ___ F_o~ ___ h_& __ M_~_n __ S_t._g_· M_o_n_o_ng_ah __ e_la_, __ Pa_·. ___ 15_0_6_3 ____________ _ ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT....,.._.....:S;;.;:a;,;.Vl.llg=· ==s--=A=. c:.:::c_1 t:.......a..#.:.:00~4~00~4u7.L7:J...)...;,]St...___,.... __ NAMES ON ACCOUNT / OR INVESTMENT __________ · _M_i_lrure ___ d_E~. __ Ja~yn~e~s~o~r_N~ruoo~y~P~e=art~-------- DECEASED JOINT DEPOSITOR, Nancy Peart TRUSJEE OR INVESTOR--. ---------------ADDRESS~ AND COUNTY Monongahela, Pa. Washin)Jton DATEOFDEATH~~S-_1~$~-n~--------~~---------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Mildred E. Jaynes ------------~--------------------- ADDRESS _____ 4_2_5~~-F_o_ur __ th __ S_t_., __ M_on_o_n_g~ __ e_l_a,~P_a_. __ l_506~.B~---------- RELATIONSHIP TO DECEDENT Mother -~----~~------------~-------------DATE DEPOSIT OR INVESTMENT 7 . WAS ESTABLISHED _-!_'2-_B_··_O.._, ------------------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $_16 ...... .:..'' 7_99...;_,;_.1...:...9--:----------------- lrz>~ 1 /6/ 1ff· If" It-, Jff.lf'_ C\A~ ~ ~ Jo fl~t-1 79r,/f' '= ~ c.?07·f.5 ~nature~ITLE e, _ . t.., 11 f) Assistant r.tanager s 7 /) 1'' 0 0 7 . l .J -..J v • 7 . . ·" { ·-. -t, '\~ •. .R t c!.~-1-3-..t .;,-6 g 1 , , ',( '"'l.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .BUR_EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION '-I TO: ___ ._~~II_LD~F~iT~ill~E~._J_A_Y_N_FB_' __________ _ Dote: __ s_e_p_t_e_m_ib_e_r_2_~,_1_97--'-l ____ _ 425·~ FOUR~H ST. 1 ,~ County \'/ASHINGTON NONONGM!i.'-:;LA 1 PA. 15063 County File No. __________ _ Bureau File No. &zJ -7/-9 f f. We hove received notice that, ds'{IDi'uliJ.tXo1Xttie.~xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on Aug. 15, 19...1.1.., you come into ownership of certain property t~muUf!ofig:liOO:fxs:ii.L~tr.M:s.lli~~ f ............. d "'-" ........ d d p;>~-~~-~ W9"J8JlJil:98i!.UJ~O~~tuu't'.Y~...;~,se .... ~( transfer from"'~,~f~~~~!f"J deceased~ Honongahela. Under the lnherito'nce and Estate Tax 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: _J_t_._S_a_v_:ing___;;;_s_A_c_c_ount __ lr_10_0_4_0_0_4_77_5_5_.:...• ___ _ in the \•Jestern Pennsylvania National Bank, }Ionongahela. Office, Honongahela, Pennsy1- vania.. In the name of Mildred E. Jaynes. Opened December 1...81 1970~ ~-~~---------Balance as of date of death 16,799.&9. appraised by the Commonwealth, as of the date of death, at $ 16,799.19 100 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o·lf you pay the above amount within three (3) months of the date of death of the decedent, or on or before Nov. 15 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquent, fifteen (15) months after the dote of death and, in addition to the tax, st~ tutory interest at the rote of 6% of the tax per annum is also due as of*-------- l9 __ in the amou.nt of *If the tax is not paid by .the above dote additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE -J ORIGINAL ASSESSMENT $-~1~6~,7~0~.9~ •• 19~---- $ 1,007.95 AMENDED ASSESSMENT $---------------- $ ============ APPRAISED BY: (_" . '' 16 ,_ 11 b/ , ~ .. ~ .., . _ e "-e 1~>-.:: (Inheritance' lax" P:ppra i ser) ASSESSED BY=----------:-:-:------ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account /1) I I A I J a a.~o'~hA~Official Notice must accompany 1\~ /""'~~payment. Mail or bring it to: p ~ 9.>7 ss-AGENT FOR THE COIIM8NWEALTII OOUR1 HOUSI .1..~ I 6 -~-7 I WASHINGtON,, PEINA, ti3tn 0 --. ''\ ,;·' ··' . ~~~ If you have already paid this tax to an executor, administrator, attorney or other personal r!:pr_eset~taJive ~~il1'-e~ :·'.;;.:·-' decedent for forwarding to the Commonwealth, listbelow 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 Poid. 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 computat.ion .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 exa~ine. the debts·clai~,ed and allow those which he determines to be proper. The tax ¥dll then be recomputed and yo~ 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 thes~idebts 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 gener~l estate of the decedent or any other transferee. · · · SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid , ; TOTAL $ {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANI·A) . ,- SS: COUNTY Of _______ _ I, he~eby certify th~t the fore-going is a: lust. and true stat~ment ~f funeral expenses and other debts of the decedent, . _ , 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 same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THis1J;\ .,. __ , ~ ;" ~ ""'~ I I \ ! ... · ! DAY, OF ~ .... ,..!).\ . ________________ 19 __ . . . . . '\.' I ' •' . ./ ..:.~ ------=-------=--=---------Signature of Taxpayer .• · ! ' ~ ~ ... t t ". . 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 Approva I:------------------------- Register of Wills Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ... .9..~5'.?..~.~ ...... ~ ... 1 ......... !.~ .. ?..! .......................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 NT WASHINGTON cou y ............................................................................................... . FILE NO ....... ? .. ~.: .. ?..! .. : .. ~ .. ~ .. ? .................... -.................. .. NANCY PEART MONONGAHELA 'Ybereas, ......................................................................................................... , ................ "" ........................ late of ............................................................................................................. .. in the County of ......... : .. : .................................. WASH.I.NG.T.O.N .......... : .. > ...... : .... · .................... Commonwealth of Pennsylvania, having died on 15th August 71 . the ................................................................................................ day of ............................................................................... 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................ F.RAN.C.E.S ..... L.E.O. ................................................................ , an appraiser duly appointed according to l~w, haYing 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 lif est tes growing o t f 'd state hereby fil the f Bowing apprai e e t· e a u 0 Sal e • e 0 s m n. 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. Appraisement Unit Description of Anet Values Made lor Inheritance Tax Purpoaes .. . . . $ Jt. Savin~rs Account #004 004775 5 held in the WESTERN PENNA. NA'l'IONAL'BANK MONONGAHELA OFFICE. MONONGAHELA, PENNSYLVANIA, In the names of MILDRED E .. J A:NES "OR .. NANCY PEART. Opened 12-8-70. Balance as of. date of death 16,799 19 .., . 1 ) 1 -• -1 -· • ,, ' .. ... . Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con- form1ty with law on this .............. ~d:J..; ............ day of ...... :::::::::::::::::~~~·.:·.:·.·.·.·.·.·.·.::::·.·.·.:·.:~~~-~-··.·-~~·.· .. : Appraiser .................................................................................................................................................................... .................. W .. ~::~:t.> .................................... , Penna. I I I ......... .\V.ASHING.TON ................................. . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NANCY .PEART Deceased. Late of MQ.N.QN.Q.AH~.1A ···············c .............................................. . Date of Death, ....... §.:::-.:1.:.?..:::-.?.J .................................... .. AppraiseiJiel!t Docket Vol.,· Page, No. . .. 6.3.~ .. 71~.9.9.6 ...... . Filed in Register's 0 ffice, . .9.<;.t .. ~ ... JL ............ J9.7.J .. Am.oun.t of tax dtte, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement; Appeal f1'om Appraisement! Entered and charged, ·' 1: e. ',. i .. l-----~~.~ . .-~-----~-,--··------~-,--.--.----.---·------------------~~T I •cc•I8-0BI COMMONWEALTH OF PENNSYLVANIA , ' ~ . DEPARTMENT OF REVENUE No.8 11660·0fFICIAL RECEIPT • PENNSYLVAN~A INHERITANCE AND ESTATE_ T~ .. -•. RECEIVEDNINE HUNDRED FIFTY SEVEN and 55/100-----~-------------------------dollars representing Pennsylvania Inheritance or From:~~~!I=L=D=RE==~D~E~·~J~A=Y~NE==S~-~P~A=I~I=N~G~m=N~I~ND~r·-=~~~-E-st_at_e_T_a_x_d_ue __ fr_o_m_t_he __ fo_ll_ow_·_m_g_e_st_a_te_: __________ ,1!l 2% Tax on $ _________ $ __ ___,-------tll ~fONONGAHELA 6%Taxon $ 16,799.19 File No. 63-71•996 Date of 15% Tax on $ __________ ., __________ 1• Date of Payment ___ 0_c_t_o..:....b....:.......;..e.;_r_4....z...._..:::l:...::9...:.7=1=-------i Name of Decedent NANCY PEART %Taxon $-------~-~----------1!1 Estate Tax, Act of County ___ li_'A_S_H_I_N_VX>_· _N ________ -i Remarks: <. \ voo ~ [p ~~ ©&vrn ·-s E;A L .. _. j· NOTE: This Triplic9te Receipt to be retained far audit purp~ses. ' .-~-~ / May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of ___ %from--------- to ____________ _ TOTAL AMOUNT PAID NOTE: In accepting the transfer inheritance tax p~ future estates, prior to the death of the tenant or tenant far years, as evidenceq by this receipt, it is understood that the Commonwealth s not be precluded or prevented from hereafter assessing additional Inheritance lox at the death of life tenant or tenant for year~ whe_never II. appears that such additional lax 'may be legally due a ·collectible for any reason whatsoever;-• • $ _________ _ $ _ __,1~·~0=0!....1.7~·..::!.9~5 __ $ 50.40 -------~------ .. ,