HomeMy WebLinkAboutOC1971-1013 - ESTATE OF KNAPPENBERGER. t
COMMONWEALTH OF PENNSYLVANIA 8~fC£ftt£o
DEPARTMENT OF REVENUE COIJNry ~aAU Ot~
HARRIS.BURG · LLECiJONs
RCC•43 (5-65)
. NOTE: . TO BE. SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue·
· Bureau of County Collections
· 26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Auals
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.. ;·
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
. we herewith submit the following report:
NAME OF REPORTING . . . . . . . . . " . .
FINANCIAL INSTITUTION. Pittsburgh National Bank~ 'harleroi Office
ADDRESS Ch~riBroi; ·Pa. · 15022
ACCOUNT NO. OF JOINT I . . • ~ • . . • •
TRUST OR INVESTMENT DEPOSIT~Sa_Vln,_..g_s_('"-:-00....,3_0_8_83_) __ . --------
NAMES ON ACCOUNT . Mrs .• Edi.tb B •• ·Kna .. pp· ·enberne .. r or ORINVESTMENT_._· ___ . __________ b~--------
DECEASED JOINT DEPOSITOR, b»~~fX . Mi-s. Edith B. Knappenberger
TRUSTEE OR INVESTOR--------""-:---.,.._------
ADDRESS ______ ~I~sl~S~M=e=n~d=OH~AV~e~·~~~®~e~r1~e~r~o'~·~~.·~Pa~· -~15~0=2~2-.-------------
DATEOFDEATH ___ ~B--8==~71._ _____________ ~-
. SURVIVING DEPOSITOR,.
BENEFICIARY OR INVESTOR filrs. Pearle K. McCrory.
ADDRESS ____ ~t~~'--~-~--CM_-_A_ve_·~~~·-~_a_rl_e~~-o~i,~P~~-··_1~50_2_2 ______________ ~
RELATIONSHIP TO DEC~DENT_.· . __ D_au_g;_h_te_r ___________ _
DATE DEPOSIT OR IN·Y.E:STMENT. ? .31 64 WAS ESTABLISHED'"-:'. ---· _ .. _._ ... ____________ _
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $....::2:::;.o:~.:.86=8::;.:.•=8l=-------""""""::o,.....::;:;..-+------
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-.c. ... COMMONWEALJH·OF PENNSYLVANIA
DEP('RTMENT OF ,REVENUE
BUREAU OF COUNTY COLLECTIONS
• INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX"
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: )Irs. Pearle Ka-Mc.CroJ7
41J ·Meadow tv. •. ,.
Date: _A::;. umt:3;. =st:::.....:::2::~1i:a..* ....!:1~·971~· ____ _
County _W._AS_H_ING_'.fJ_O_N _ __.:_ ____ _
County File No·--::---------
Bureau File No. (;J -1/-/613
i . .
We have rec.eived notice that, ~~xxx:xxxxmmxxXXXXXXXXXXXXXXXX
on Ausust. &, ' 19---21, you came into ownership of certain property t · . :. ·.
~ ... '!'ranefet fr• krs. Edith B. ltnappe.l!lbera~
Under the Inheritance and Estate Tax Laws of the Commonw-ealth of Pennsy'lvania ~uch transfers a~e t~xable
and the liability for the payment of the inheritance tax due is imp?sed upon you, as transferee.
The property on which tax is hereby asse-ssed consists of: tit •. PlttabU)."gh ·National. B~. Ch~leNi
Otf11#f3 • Cltprlw:l, · Pa. 1.?1 tho name ·of Jilts. Pearle Rt ~ccrg.. Openecl 4uty '31;; 1964.
appraised by the Commonwealth, as of the date of death, at $ 2,868.at
JO %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
0 If you pay the above amount within three (3) months
of the date of d~;~th of the decedent I Or On Or
before Not. ,1)'· 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 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 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
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
(
----------1
$ $ ===================
ASSESSED BY: _____________ _
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
I
To insure proper credit to your account
this Offic;ia_l NQ,!ice must accompany
your payment .. Mail or bring it to:
1(~HALt~
AGENT. FOR tHE COMMONWEALTH
COURt HOUSE
WASHIMGlGII, PENNA. 16301
\
· If you have already paid this tax to an executor, administrator, attorney or ot.her personal representative o~tne· '"""
decedent for forwarding to the Commonwealth, list below the d_ate paid, nome and address• of the,:persqn to whom.
you made payment, their official title and the amovrit. . ·· .. ,_ ..•. ··., . ·~
Date Paid Name and Address of Payee ••
; ,.
_______ .... -··'• ....
(.
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 COI}lputation of t~;~x due. If !l"Y
such expenditures meet'all of-the three following-tests, it is recommende.d thgt yo_u_itemize th~_P9Y!!l~nts ~e.low,
execute the affidavit, .and return this notice. The Register of Wills will e.xomine the .debts claimed ar:-td allo_w.
those which he determines to be proper. The tax will then be recomputed and you will receive an amended
assessment of tax. . . . , .. , : ... 1 .-
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 con furnish proof
of such payment, if required, and
3-These some debts are not also claimed, for tax purpo·ses, by an executor; administrator ·or other
personal representative of the decedent handling the administration of the genera.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 PENNSYLVANIA)
SS:
COUNTY Of _______ _
I, hereby certify t·hat 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 pay out of the property herein··taxed. I further 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 OF
-----------~----=19 __ .
•t, -~ ~ ~-r ( ?~ Signature of Taxpayer ~ ·l_». _a.~.Jl JV i'-l }i ~ } -~ ''-"""..-• , . ·. ~ \ ~ \ ";~"'t-.. ...:, i \·'·, ... ,~ .,. . . ~ -rt~ -·a:;~ . ..-.. ~ ) . ;If ~ "lH.U!,-~ri~O!M'iUt} !:1'!"1' :!fiH .,.,;~-~~~tORT OF REGISTER OF WILLS
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. 1,· the undersignedf~6W e1f&~6'· Register of Wills in and for the above county, do respectfully report that I
have al M'w~ dedudtl'dt;$~ i~~4\9~~JV:~:fi.~the total amount of $ •
Date of Approval: _____________ _
Register of Wills
.J ~ ' I , ,, oth,·r ;•L'f50rol re'>tN~n!{rf~ve of the
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. ',. OCT 12 1971 RUSSELL MARIND
DEPl\RTMENT OF REVENUE
.. ' • #'
B~EAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ..... .Q.~.:t. .. 9..b..e..r. .. : .... 8. .. ,,. ...... .l .. 9..7.1... ................ .
COUNTY ..... J.Y.9..S. . .h.i..n..gt.Q..D. ................................. ..
FILE NO ......... §.~.:: .. ?J .. :::J.Q.! .. J. ............. _ .................. .
Whereas, ................................. M.R.§ ... ~ ...... ~P..+..T.H ..... ~ .. ~ ..... J\.N.AP..P.~,N.~.~RQJ£..R. late of .......... G.B.AR~~.RQI .............................................................. .
in the County of .. ~ ... -. .' .............................. ~.A..~.~.!.~gf.:.9..~ .............. : ... ~: ..... : ............................ Commonwealth of Pennsylvania, having died on
the ................................. ~ .. ~·g·~·~·~ ...................................... day of .............. ~~.~~.~.~ ........................................ 19 .... ?.\ seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................. F.RANC.ES .... 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.
Description of Aaaet
Jt. Pittsburgh National Bank·Cahrleroi, Office,-Charleroi,
PP.nn~vl va.ni a Tn rhP. na.mP.~ of' MRS PEARLE _K_ Mc-.CRORY
OnP.nP.n 7 _ ~l-h4 Ral a.nc-.P. a.~ of date of death
TNSOT.VF:NT
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Values
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Appraisement
Made for Inheritance Tax Purpoaea
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............... W.M>.H.lN.G.'r..ON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS. EIDTH B. KNAPPENBERGER
Deceased.
Late of
CHARLEROI
Date of Death, ...... ~.~-~-~.7..+. .. ·.
Appraiseme1!f Docket Vol. . J·J;····:·:··· ......... ..
/ J ............................................. ..
Page, o.?/...J...=ft?. ............. No. 63-71-1013
Filed in Register's Office, QG.t. .. ! .... B. .......... J9 ... 7.l
Amount of tax due, $ ....................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
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COMMONWEALTH OF PENNSYLVANIA life ~ 3-7/-/ CJ 13
DEPARTMENT OF REVENUE co!J 81JneEIV£o
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HARRISBURG Nrr cott OF . , A £cr1011 · •
RCC-43 (5-65)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
, UC/.9 J s
, . ~J PH'll
Pursuant to Section 7 42, Pennsylvania Inheritance and Estate Tax Act of '1961,
we herewith subminhe following report:
NAME OF REPORTING FINANCIAL INSTITUTION Pittsburgh National: Bnnk•<lha~lcroi Office
ADDRESS ~arleroi1 Pa. l$022
ACCOUNT NO. OF JOINT, Oh~cking (Ol·S.,.6914l7 TRUST OR INVESTMENT DEPOSIT ___ .·_._.__;_·_._...;.·'--'---'---_;_----
NAMES. ON ACCOUNT . ' . ' . ' I '
OR INVESTMEt·tT · .. , M~s .• Edith ·D. Knappenberger· er . ''
· : · Mrs. Pf1arle K. Hocror;r
DECEASED JOINT DEPOSITOR, I '
TRUSTEE OR INVESTOR Mrs. Edith B. Knappenberger '
ADDRESS · ·· hl~ Meo.dow Ave.; Cburlero~~ Pa. 1S022
8-8-71 DATE OF·DEATH ___ .....;.......;__ _____________ _
SURVIVING DEPOSITOR, Mrs~ Ji>earle ~~ McCrory
BENEFICIARY OR INVESTOR----------------
ADDRESS ___ h_lS_· _M_o __ ad_ow_A_ve_._.,_·Cha_r_l_e:r_o_i..;_,_~_a_'i! _1_5_02_2_. -------
RELATIONSHIP TO DECEOENT ___ n_a_u_Bh_te_r __________ _
DATE DEPOSIT OR INVESTMENrl:n-64 . I
WAS ESTABLISHED----· --------'--------
BALANCi:, INCLUDING INTEREST .
DUE, AT DATE OF DEATH·$_8...;.46_ • .:;;..50'-· -----~-=--------
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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
TO: Mj!s.-PearJ.a iC. ·McCrory Date: A~t?t 24• ~9'11
41J Meaao~ Avti, · .County . WAStC:W'tON
'"' J -..,.
County File No. __________ ,·'
Bureau File No. /o3 ~ 7/-/0 I 3 ·. \,;
Under the lnheritance:and Estate Tax 'Laws of the Commonwealth of Pennsyivania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon. you, as transferee.
The property on wllich tax is' hereby assessed consists of: ·4t. r.i.ttahut'gh Nat,:Lonal B'ank.Chai'letol-·~Oti'li:dl)a, ~l.etoi., P.a. in the ~ ot ·~ra . .-Pearle Kt} McOtott• 01>$~4 J~ 3J.,, 1964
appraised by the Commonwealth, as of the date of death, at $_.::s~a.:4%::a~;.t..i:5::.:~0~----
__ 5o:~~t.% of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
. l • I
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 date ~f death of the decJtdent, or o~ or
before Nov. 8p 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•date of death and, in addition to the
tax, statutory interest at the rate of 6% of thi
tax per annum is also du.e as of* .
19 __ in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate ~f 6% per annum until
paid I
TOTAL AMOUNT DUE
/'"'
1..2f . ----~------
$ $ -===========::::::=:===
'i-·
APPRAISED BY:4'#-a ., ,4 •. z~t· ,, . ., ,~.) ASSESSED BY=------~-------
· (Inheritance ai1Appraiser) (Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
(J~ 'd_Jif
) (}-{ 2-lj
To insure proper credit to your. account
this Official Notice must accompany
your payment. Mail or bring it to:
"RwmllM~
AGENT FOR THE COMMO~WEA~,i· ..
COURT HOUSE .. :;,
WASHINGtON, PENNA. 15301
I c ..
If you have already paid this. tax to an executor, administrator, attorney or other personai ;epresentative 'Cff !he
decedent for forwarding to the Commonwealth, list below the <:late pai.d, name :and addr-ess· of the person to whoNI.
you made payment, their official title.a.nd the amciun!·· .. · · · : ' '•:. '' · · . . ..
Date Paid Name and Address of Payee
"; ''
Offi-cial Title: .. A~~0~t .P~id :· •. ;~;.¥ ··., --;;. . . •· ;_ .. ·.
-------·· " ...... ;.__....,.._.._____,_ ......
Under certain circumstances, if, after the. date of death of the deced~nt, 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 pr~p.er,ty in the computation .of tax due ... _1-f any
such expenditu~es meet a.ll of the thre~ following tests, it is. r~commended thqt you itemize the payments below,
execute .the affidavit, and return this nQ.tice .. The. Registe~ of Wills will exa~_ine.the debts:claimed ci~d all·o~
those which he determines to be proper. The tax will then be recomputed and you. ~il'l receive an amended
. assessment of tax ..
THE THREE TESTS WHICH MUST BE MET AR.E THAT:
' •' I
1.·-You were per~ona lly I ega IJy res pori s i_b le '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, administrato·r or olher
persona I representative of the decedel'!t hqndl ing the administration. qf t,he general estate of t~e.
decedent or any other transferee. · _ ,
SCHEDULE OF DEBTS
Date Paid Name of Payee .Description of Obligation . Amount Paid .
' ..
TOTAL 'i
(attach separate sheet if required)
COMMONWEALTH OF P-ENNSYLVANIA) ·
-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 pay out of the property herein:taxed. I further certify, that to the
best of my knowledge and bel·ief, these same debts will not be claimed by any other person, for inheritance
tax purposes. ..·
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ .
Signature of Taxpayer
I ,• t,
3 •• ~ ,I ! . ..
t .~~ _'\.' : .. • ~,~.,~·EPORT OF REGISTER OF WILLS •
I, the unders-igned, d~ly eiected Register of Wills in and for the above county, do respectfully report that I
have allowed deductions·lis"ted above in the total amount of $ 0
Date of Approval: ____________ _
Register·of Wills
... "'-..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE. .. .... .Q.c;:.t._QP.~.r. ..... lJ. . .t ... :.l97J.: ..... : .................... . ,
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 7 7 7 2 7
NTY Washington cou ................................................................................................ .
·63-71-1013 FILE NO ................................................................................................. .
Whereas, ............................................ w::-iiini~-~~9: ... ~.~ .... ~-~P.~.~?..~:.&.~~ ....... late of __ g?.~~-~t~?:: ......................... ~·-·: .............. : ............................. ..
in the County of .......................................................................................................................................... Commonwealth of Pennsylvama, haVIng died on
the .................... : ................................ ~.~-................................ day of ....... ~~~~~ ................................................... 19.7.=!: .... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................ F.r.ance.s .... 1e.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.
Appraisement Unit Description of Aaaet Values Made for Inheritance Tax Purpoaea
$ .. .. .. . -. .
Jt. held in Pittsburgh Nationa~ Bank_ Charle:r:pi _Office, Charleroi 848. 0 . . '. ... .. -. ' . . . . . " Pennsylvania. , In the names of~~. Pe~rle K. Mc6rory and Mrs. Edith ·" --death B •. Kr)appenberger. Opened July_ 31, 1964. Balance as of date of
$848.50
Total 848.-1)0
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(Number and Street)
........................................................................................................................................... ,
(Post Oftlee)
Penna .
WASHINGTON
County
RESIDENT INHERITANCE TAX APPRAISEMENT
·Estate of
MRS. EDITH B. KNAPPENBERGER
Deceased.·
Late of
CHARLEROI
Date of Death, ............... A~.S..~ .. .}3..t ..... ~.9.7+ ......... : ........ .
Appraisemellt Docket Vol.,
Page, No. . ... §?..:.7.~~~9.~ ....... .
Filed in Register's O!Ji.ce, ......................................... .19 .......... .
Amount of tax dtce, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
~_,.
Examined and Approved,
Wrote abo.ut Appra-isement, '0.
.~
Appeal j1'om Appraisement,
Entered and charged, r
,.
REV. 1607 (EX) (12-86)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
P.O. BOX 8327
HARRISBURG, PA 17105-8327
ESTATE OF KNAPPENBERGER EDITH B
INHERITANCE TAX
STATEMENT OF ACCOUNT
ACN 101
!DATE 07-06-87
FILE NO. 63 71-1013
DATE OF DEATH 08-08-71 COUNTY WASHINGTON
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NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO: REGISTER OF WILLS, AGENT.
PEARLE MCCRORY
PO BOX 465
CALIFORNIA
CUT ALONG THIS LINE
REV. 1607EX (12-86)
PA 15419
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
RETAIN LOWER PORTION FOR YOUR FILES
** INHERITANCE TAX STATEMENT OF ACCOUNT **
ESTATE OF KNAPPENBERGER EDITH B FILE NO. 63 71-1013 ACN 101 DATE 07-06-87
THIS STATEMENT IS PROVIDED TO ADVISE OF· THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE, A PRO~ECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-17-87
PRINCIPAL TAX DUE: ................................................................................................................................................. .. 25.46
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-)
10-12-71 011680 1.27 24.19
.
. I TOTAL TAX CREDITS 25.46
BALANCE OF TAX DUE I .00
INTEREST. .00
TOTAL DUE .00
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
* IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST /
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page· 1 1 of the booklet, "Instructions for Inheritance Tax Return for a Resident
Decedent."
--Make check or money order payable to: REGISTER OF WILLS, AGENT. .
All payments received shall first be applied to any interest which may be due. with any remainder applied to the tax.
REFUND (CR): A refund of a tax credit. which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-131 3): Applications are available at the Office
of the Register of Wills. any of the 24 Revenue Field Offices. or from the Department's Forms Service Unit 24
hour Forms Ordering telephone lines in Harrisburg (7 1 7) 787-8094, in Philadelphia -(2 1 5) 351-2065,
or in Pittsburgh -(412) 565-"3601.
REPLY
TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
l -
of Individual Taxes, P.O. Box 8327, Harrisburg, PA 17105-8327. ATTN: Post Assessment Review Unit
(717) 787-6505.
DISCOUNT: If any tax due is paid within thre.e (3) calendar months after the decedent's death, a five percent (5%) discount of
INTEREST:
the tax paid is allowed.
Interest is charged beginning with first day of delinquency, or nine (9) months and one ( 1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1. 1982 bear interest at the rate of six
(6%) percent per annum calculated at a daily rate of .0001 64. All taxes which became delinquent on and a.fter
January 1. 1 982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the Pennsylvania Department of Revenue. The applicable interest rates for 1982 through 1987 are:
Year
1982
·1983
1984
Interest Rate
20%
16%
11%
Daily Interest Factor
.000548
.000438
.000301
--Interest is calculated as follows:
Year
1985
1986
1987
Interest Rate
13%
10%
9%
Daily Interest Factor
.000356
.000274
.000247
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any 1':-Jotice issued· after the tax becomes delinquent will reflect an interest calculation to fifteen ( 1 5) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice.
additional interest must be calculated.
DEPARTMENT OF REVENUE No.8 ·11680 OFFICIAL RECEIPT • PENNSVLVAN~A INHERITANCE AND ESTATE TAX
RECEIVED II TWENTY FOUR and 19/100----------------... _________ .., ____________ dollars
'representing Pennsylvania Inheritance or
From: MRS. PEARLE McCRORY-PAYING ON IND. Estate Tax due from the following estate:
2% Tax on $--------,,-----$----------v~
CALIFORNIA. PENNSYLVANIA 15419
File No.63-71-1013 Date of s-s-·-11 15% Tax on $ _________ $ _______ ,_·---!•
fp October 12 1971 Date o ayment --------~---------1 %Tax o~ $ _________ .,----------111!1
County __ W_A_S_H_I_N_G_T_O_N ________ ---1
Remarks:
JMO
S E A L
NOTE: This Triplicate Receipt to be retained far audit purposes.
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
daie of death
Plus interest at the rate of
_·_%from-----.,-----
to ___________ _
NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of
tenant or tenant lor years, as evidenced by this receipt, it is understood that the Cornmo.nwe•alth
not be precluded or prevented from hereafter assessing additional inheritance tax at the death
life tenant or tenant lor years whenever II appears that such additional tax may be legally due
collectible far any reason whatsoever,
$ ________ _
25.46 $·--~------
$ 1.27 --~------
$ ________ _
24 .. 19 $·=======
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