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Home My WebLink AboutOC1971-1112 - ESTATE OF KIFERForm RCC-2 DEPARTMENT OF REVENUE BtJREA~OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEAlTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .....~.9.~~..~.~.~~??.~. COUNTY !l.~.~.~~.~~~.~. FILE NO•.......63.~71..~11lZ.;.. Whereas,MXMQN.P.W.~K.~~late of 9.~.9.:N.:~l?~.. in the County of WA$.ij.:;r;.NG.';f.Q~Commonwealth of Pennsylvania,having died on the ~.5..~.~day of ~~.~~.~19 ?.~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,............................F.RANCES.......IEO.................................................................,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 aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right tq appraise and assess transfer I inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforlnherllance Tax Purposes JT.HELD IN THE MELLON NATIONAL BANK &TRUST COMPANY CANONSBURG OFFICE $4,097 41 CANONSBURG,PENNSYLVANIA CHECKING ACCOUNT #356-0880.SPECIAL PASSBOOK HClM.,RClCllI\A TN THE NAMli:S OF RAYMOND w.KIFER OR ROBERT N.KIFER SR. BALANCE AS OF DATE OF DEATH :f8,194.8l.(50%taxable) . forrn~;v~~hb::::~h:.W()rIla"""~~~I~~.~;o~·~~b~ce~~~t~o~~~e~ntis:a~e l~ff~: :~~~~!;~::: (Post !lice) County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Deceased. Late of Date of Death, Appraisemel!t Docket Vol.,. Page,................................................No . '\ Filed in Register's Office,19 . Amcunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged,.. ... I' RCC-43 (5-65) .."·COMMONWEALTtl OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG sep~29,lV11 " j NOTE:TO BE SUBMITTED IN TRIPLICATE'~7/../I/<.J Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' NAME OF REPORTING' FINANCIAL INSTITUTION MeUmt Natlo!l4l1 Bank a fJrtttlt COlapallY ADDRESS 1 Vest Pike St.;,Cencm.~,nt.,1"1'1 ACCOUNT NO.OF JOINT,~Acoount 13S~ TRUST OR INVESTMENT DEPOSITSpGolol PQsG~.~ NAMES ON ACCOUNT OR INVESTMENT ~oDd WKit..or Robert tt.Rtr..Sr. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __Reft='z.=~=DI=-,~\1;..",;ftt1=':::.v=-_ ADDRESS Jt_O_'_l_Bo_·_X_2_a..l;.;~":::""_C4_ftO_·...:...ft$_bur-=-=..I~._Pa_.:....:..__=1::.:'3::1:..:.·7_ DATE OF DEATH ~?l~-:----=---------------------SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Hobert fl 1t1fer ~.----------------- ADDRESS R_D_'_l_,_8_.._._2_2'...:.:.-.C_8_n_t)11_8_~_·...::g~.._~_..:-+...,...::.:1':.:'.=.1'7.:...·_ TITLESignature, '8.~Ma~ RELATIONSHIP TO DECEDENTDATEDEPOSITORINVESTMEN''::T---::::Cbe~'-old.=-=-.-.-:Mc-·-··CUJ)-'-·-.·-~-.-~~.--,....---- WAS ESTABLISHED Spaoial '.as'book -s.21.?O BALANCE,INCLUDING INTEREST Cbectdtag Acooullt ..11.856.OS DUE,AT DATE OF DEATH $Spool.1 1'assbo$,.16."9.'16 ';r;/9~.<i/ /)/f·R Jf\4etv..J",;02J,\{..J·t.~fi'~""i 1 ~1'11·9/-;.~(J)r7~Jj-I t Jo t ~ft 0 r 1·¥J =-"i-1!:>·gf o J0 1 1-1..r;9'f":'/V.-;,? RCC-134 (1-6~' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE JtUREAU OF COUNTY COLLECTIONS INHE~ITANCETAX DIVISION OFFICIAL NQTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:Robert N.Kifer Sr. R.D.#1,Box 223 Canonsburg,Pa,15317 Date:_--=O:.,.=c:,.=t..::.ob=..e:::.:r:......:::l4!:Z,--=l97.!...!..:1=--_ County __l'I_A_S_H_II_JG_TO_N _ County File No .._ Bureau File No.&3·71-11/;2 We have received notice~lt:ofX££~Xae..'*1V'afXXXXXXXXXXXXXXXXXX on August 25.19 71 1 you came into ownership of certain property £htlll£9W..1f~....VIY"drs1iY~XWKtah XWKscl'9!'~~·Transfer from Raymond W,Kifer,deceased (Canonsburg} 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 l as transferee. The property on which tax is hereby assessed consists of:Jt.Held in the 1·1e11on National Ba:1k & Trust Compan;y Canonsburg Office,Canonsburg,Pennsylva...·'lia Checking Account #356-0880 Special Passbook 11006&00158.In the name of Raymond W.Kifer or Robert N.Kifer Sr. Balance as of date of death $8,194.81. appraised by the Commonwealth I as of the date of death l at $8,194.81 30 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before November 25,1911 •you may deduct a discount of 5%of the amount of tax duel or - ----~.~~-- D This tax became delinquentl fifteen (15)months after the date of death and,in addition to the taxI statutory interest at the rate of 6%of the .tax per annum is also due as of * 19__in the amount of *1£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 $$-========= APPRAISED BY:.it .,,r(£,(/,.(-1 J.(·/ll-U ---"(Inheritance Ta~A~praiser) .'.~- ASSESSED BY:~USSE,Ll MARING,J (Agent for the Commonwealth), INSTRUCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany Ii II 0 yo.ur payment.Mai I or bri n9 it to: IllY\.ttn.t~<}) AGENT FOR THE COMff.ONWEALTK l COlltll'HOUSE ,..~ ViASHlNGTON,;PEi4NA.,..'15~9tir--#11/79 r Make checks or money orders payable to: 'RLVi-utljJ~'1.J3-N~ 7U-r)~J;117/ If you have already paid this tax to an executor,administratq.r,attorney or other personal repre§,en.tcnfi[iJe of the decedent for forwarding to the Commonwealth,list belciw fke 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 Palee 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 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 responsibl~for these debts,and 2 -Yoo actually pcrid 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. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid - TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF:............_ 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 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 $-'--------0 Date of Approval:_ Register of Wills ..,.......~:.::...=,.".:;~=:...::.::=.;:,.........:~=~:!:.=:~~~~ilWl!ooL~..y......r.Jt.DoIL.....!!lI.!!!I.""'-!!..-......-....-.__~...-__dollars representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address RUxm BOX 223 R.».1 CANONSBURG,PENNSYLVANIA 15317 File No.63....71-1112 Date of Death 8....25-71 Date of Payment N_o_v_etnbe....:..r........:.8...L-..=1:.=9..:.7-=1:....-_~ Name of Decedent __RA_Y_M_O_N_D_W........:..---=:I:.::I:.::F-=E=R.::..-__-i County WA_S_H_IN_-_G_T..:-O..:-N --I Remarks: MJR 2%Tax on $_ 6%Tax on $4,097.41 15%Tax on $_ %Tax on $_ Estate Tax,Act of 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 _ $ $245.84 $ $ $ $245.84 $12.29 $,---------.111 SEA L NOTE:This Triplicate Receipt to be retained lor audit purposes. TOTAL AMOUNT PAID $,=~2~3~3,;,.S~S~===I!iI ('=~),_.,,I //'-Jl(_._, Received by"-'-j\~~(Il;..--V(J) NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the/11te "'.~(Signaty'?'e[J~-i- tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall _f;- not be precluded or prevented from hereafter assessing additional inheritance tax at the death of t~e-_-.I:.G!./I.../-::-t- life tenant or tenant for years whenever it appears that such additional tax may be legally due and \(Ti I ) collectiblefor any reason whatsoever..~