HomeMy WebLinkAboutOC1971-1139 - ESTATE OF NEIDERMEYERDate:--wtr~fflF.~:N--------
OFFICIAL /:l0TICE OF INHERITANCE -.---~.
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
MOnonganeII,Paw
County _
County File No._
Bureau File No.tbJ ~7/-//3J
We have receiv~noticeth=.~=~~~'~XonNovember,19 ou came into ownership ofCert(Jin•.IHl>.Pertv....tlir.aug .r~.i.b.-bl\...h.","..'transfer :rrom Lawrence fie10eJ"mbiyer,e·"\1IIAo1fiY,1%J!,'ClII'"",,""
TO:_--"MA..."RIEIE"""'l'i:'=MEEHAII:r.:':r=-:::::-""I:"I:'""_.419 Parkiriaon st.
'".
RCC-134 (g-,;"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE'
BUREAU 01=COUNTY COLLECTIONS
INH?RITANCE TAX DIVISION
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for.the payment of the inheritanae>tax,d·ue·-is imposed upon y()u~"cis fr'arisferee~.,,>~-,.
JT.HELD IN THE CHA.RI..EROI FEDERAL SAVINGS
T~e lOA.~e1s~cf.t+~N';x ~ff~f:se;mE~ne~!mfROIj PimISIIJJANIA·IN 'I'HE NAMES OF
Lawrenee Neidermeyei"of Marte Meehal1~eperiecl A'PI'U 1,19'10.B8l8ftee as elr date of deat.b
10,28<).57..
$--------
AMENDED ASSESSMENT
$--------
DATE OF ASSESSMENT
TAXABLE AMo'UNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
10,28'.57
appraised by t~~Commonwealth,as of the date of dea~,at $_
__l~_0 of this amount is taxable at the rate of ,%
,ORIGINAL ASSESSMENT
10,289.'7
617.37
AMOUNT OF TAX DUE .
If you pay the above amount within three (3)months of the
date f~tfeath of the ~edent,or on or before,_
__----:-_.__19__,you may deduct a discount of
5%of the amount of tax due,or
This tax became delinquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)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 $$========
APPRAISED BY:Q:Z~t«:-ASSESSED By:RUSSElr MARmO:""._
{Inheritance Tax Appf'aiser}(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:,.To insure proper credit to your account7DIIAJJlhisOfficialNoticemustaccompany
J\~1VV\.~ayment.Mail or bring it to:
AGErtl FOR THE COMMONWEALTH
COOOT HOUSE
WASHINGTON"PENNA.15301
{over}
If you have already paid this tax to an executor,administrator,attorney or other personal representativ;',o~th;'~
decedent for forward ing to the Commonwealth,Iist below 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 OfficiaI 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 werl~,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.
SCHEDULE OF DEBTS
Date Paid Name of Payee De'scription of Obligation Amount Paid
.
TOTAL $
(attach separate sheet If required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of ,...--_
SS:
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--
Signature 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 $__'•
Date of Approval:_
Register of Wi lis
}<"unn R.CC-2.._.........
DEPAP..TME~~TOF REVENUE
BUREAU OF COUNTY COLLECTIONS
./HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVAI'~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~.~~.~~....??.~......~.9.?..~..
COUNTY WA.$H!.NQ.'!.QN .
FILE NO 6.3.~71~ll3.9 .
Whereas,~~~.~~.~N.~i.4~r.m~y.~.r.late of l'i6NO~G~,.
in the County of :w.~~~~~~~.~Commonwealth of Pennsylvania,having died on'
the 2nd :day of No.vember.19..71:..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.r~.~~.~~~?,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 I
Description 01 Asset Values Made 101'InherllanceTaxPurpoaes
i
Jt.Held in the Charleroi Federal Savings &Loan Association,Charleroi $I
Office,Charleroi,Pennsylvania.In the names of Lawrence Neidermeyer ".....,:'t
--or Marie Neehan.Opened April 1,1970.Balance as of date of death 10.289 57
10,289.57.
1!otal 10,289 57
I
'I
~avi~g been duly ~worn acc~5~~g to law,I do hereby certify that ~he above apprais~ment is made in con-
formIty wIth law on thIS ....................................................day of ........................~~.~~~y~.:.~;...~.~..~~~~.......
....................2.4i···Q~~~r~~Of:,~(J~...;.,'04,Pen .
WASHlIDTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LAWRENCE NElDERMEYER
Deceased.
Late of
MONONGAHELA..
Date of Death,NQyJJ;~J:t...?,.),97~..
Appraisemel!t Docket Vol.,.
..Page,.No........63~71.~1l3.9 ....·
Filed in Register's Office,19 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abaut A ppra.isement,
Appeal f,.om Appraisement,.
Entered and charged,..if
J'..
!-
,
,(
.<'."
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
NOTE:TO BE SUBMITTED IN TRIPLICATE
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:
ADDRESS ----:..(~~:,~.~~:7.w:r~·:-.:...:....:.:,.,l......L.P!.o!L~;i~;r\~.~1:.:::j.:::.OL~'2=___
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT~Ce:2.'lrt~1f!!:.:i~·cas.te.!!!!-.!!:tlo~.t......!!i!!248!*!=.~_
NAMES ON ACCOUNT
OR INVESTMENT __Ma~r:.=1~e~Ma:.;;:.:.;;;o.;:;;:ha;:.;.:n=--..:::o.=.r--:Ul::::::':.:w=en=.;c:.::s:.....:.:;Ne::.:i:.::d::::e::.:rm.e:==!!y-=8=.l'_
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR lawrence Neldermeyer
ADDRESS 419 Pa:rJd,nsonSt.,Monongabela,;pg.1,063
DATE OF DEATH No'trembe:r 2,:1.971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR ...uMaiiolr....1.sLe.....~:5lie:sz.ehlltli5iWnl..--_
ADDRESS 419 Parkinson st••~lonongahela,Pas 1506;3
RELATIONSHIP TO DECEDENTDaughtar to Lawrence Ne1dermeyer
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Apr111,1970
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $1.u.O~,...::J28~9i4•.;l.S71-------------
TITLE
CHAr.\!:!:r"!rrl"'l&q ",::'"l\'GS AND
A-.t.....\1 t J \_...:~\,'Ir\1tON
j
,--...----.--;-------~-~-~--....---~-~~-~-_"',--~-~----_....._,...----..--:c.-...,.---.--......-_.----~-_c.-_:.----___:"'~.-........--..------...-"'.__'-:_~:_.-~
30.87$--------01
$,---------1It
$---------1ri:I
617.37$--------
$---------
$----------
617.37$--------."$10,289.57
$--------
%Tax on $$----------111
Estate Tax,Act of
May 7,1927
6%Tax on
2%Tax on
15%Tax on $_
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
1506MONONGAHELAtPENNSYLVINIA
WASHINGTON
Lawrence NeidermeyerNameofDecedent ---j
Remarks:MJR
63-71-1139 11-2-71FileNo.Date of Death ---f
November 11,1971
Date of Payment ------------------1
County .....,
representing Pennsylvania Inheritance or
MARIE HEEHAN ..Pa~ng On Idn.Liab.Estate Tax due from the following estate:From:_--.:-..:-..:-_.:....:...._.:....:.....:.::..-_---::...=:!!J:....::::...::.:!i~-=--==__=-=::..::::..::.......:::;.:=:..=..;.=--II!I
419 PARKINSON STREETAddress --j
I
I
--_..~--~j
586.50$,=======:~SEA L
NOTE:This Triplicate Receipt ta be retained far audit purposes.
TOTAL AMOUNT PAID
~)~.,1)-/'\~)""J ,,'forReceivedby"--"LX:..-\..1_~
NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the rife ........~(Signature Uj.,,;
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall."'.."..:;''/.
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of tne...,.)\--'"1/'....Jt-tj·t I /t.f!Y.'o)
life tenant or tenant for years whenever it appears that such additional tax may be legally due and ..,.\(Title.
collectible for any reason whatsoever.......>
OF
i
fI
I
I,Lawrence Neidermeyer,a resident of the City
FIRST:
SECOND:
LA~rtENCE NEIDER1ffiYER
LAST WILL AND TESTMiENT
IofMonongahela,Washington County,Pennsylvania,being of sound mind
and memory,do make,pUblish and declare this my Last Will and I
Testament,hereby revoking any and all wills by me heretofore made.l
IJ
·I direct that all my just debts and funeral ex-1
I
penses be paid as soon after my decease "as may be found convenient.1
I
All the rest,residue and remainder of my estate,l
I
real,personal or mixed,of whatsoever nature and wheresoever situ-I
Iate,which I may own or have the right to dispose of at the time of I
my decease,I give,devise and bequeath unto my beloved wife,I
Margaret Neidermeyerj if my said beloved wife,Margaret Neidermeyer,
ishouldpredeceasem~L j;l!~r:!ilLJl-Y.clL~e_Y~Jt~'c_~;r_give,devise and be -I
\queath the same unto our beloved children,Marie,Beatrice,'Charlesl:
wife,Margaret Neidermeyer,as Executrix of this my Last Will and
Joseph and Shirley,share and share alike,to be equally divided
I hereby nominate and appoint my said belovedTHIRD:
among them.
Testament.
II
II
I
I
IN WITlffiSS \fJBEREOF,I have hereunto set my hand to this my Lastl
Will and Testament,this a..j day of (JJ~,1948.I
jcl~~<4,7.RA ~)!
This instrument consisting of one typewritten pag~~aring thei
signature of the above named Lawrence Neidermeyer,)was by him on I
the date hereof signed,published and declared by him to be his I
Last Will and Testament,in our presence,who at his request and in:
his presence and in the presence of each other,we believing him to.
be of sound and disposing mind and memory,have hereunto subscribed:
our names as witnesses:,1;'t .-'<'./•t<~f'I!.,.!d,1 <!//".•IL':le'~'!',j F"'IJ!c<-<k"-'. .
~r~~!/V I
iJI
,>t''.