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Home My WebLink AboutOC1971-1141 - ESTATE OF BEWICKRCC-134 (1-69) COt:!MONWEALTH OF PENNSY LVANIA ~'DEPARTMENT OF REVENUE ~U~EAU OF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION . OFFICIAL"'NOTIC'E OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J '. TO:__..;.;J.o..;.;y~ce~Ma..;.;::;;;r;.;;i:;.;;e--,-,\'f.;;;i.;;;l.;;;.s.;;;on~..,.,-- 4th St.Ext.Box 386 R.D.~a Monongahela,Pa.150$33 Date:__O=-c=-to~b:...:e:.::r_--:.:.N.::.ov..:..e:::mb=..:e:.:r;"..",::l:..l,-=l:..!.97..!..l=-- County W_:AS_HI_N:X_T_O_N _ County File No._ Bureau File No.t 3-7/-//<//. ~e have received'notice~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on September 12,19-1l.,you came into ownership of certain property t )@~m~l'b:::m!lMl~\JatMt:ttlm~tx:transfer from Antonette Bewick,ceceased (Monongahela,) 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,as transferee. The property on,which tax is hereby assessed consists of:..It.Hel din't.he Fj rst.Federal Sam ngs &Loan Association of Monessen,Monongahela Office,Monohgahela,.Pennsylvania. ACCount No.8-201497.Balance as of date of death 165.18. appraised by the Commonwealth,as of the date of death,at $_1_6....:5:......:....:,1::..;8:...-.. 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:_R_l_1S_SE_ll_M_AR_IN_O_._ (Agent for the Commonwealth) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Dec.12,19 71 you may deduct a discount of 5%of the amount of tax due,or D 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 APPRAISED $ $_-=1:=6:,L5..!.:.1=.::8!.--_ 9.91 .49 - ----~----- $--------- $================= INSTRUCTIONS TO TAXPAYERS .M/Jchec~or money orders payable to: ~tj,'!:u To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 'Ru-m 11 AM.~ AGENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.1530) If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below th"e dat&",p9id,name and address of the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title.Amou~t Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended ,that you itemize ,the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those Which he determines to be proper.The tax will then be recomputed and you will rece(ve'an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were.personally legally responsilile fo~these debts,and 2-You actually paid these debts out 'bf the account or property described above and t:an furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent.handling the administration of the general estate of the decedent or any other transferee.' SCHEDULE OF DEBTS Date Paid Name of Payee ·Description of Obligation Amount Paid · ·... - TOTAL .$ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA), SS: COUNTY Of _ I,hereby certify that the fore.going 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 $--------0 Date of Approval:_ Register of Wi lis Fonn RCC-2 II/DEPARTMENT OF REVENUE I\UREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEAtTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........~9.~~.....~.§.'.~.??~. COUNTY ~~~~.~.~.~?~. FILE NO•......l §?.:7.~.:~~_. Whereas,Ap.t9.n~t.t&a~.m~~late of }1QN.QN.Q~bA.'-. in the County of WA$,tU.NO:1'.QN.Commonwealth of Pennsylvania,having died on the 12th day of ~J.>.~~~19 ?~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCE.S ,U;Q ,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 aU 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. I Description of Asset Jt.Held in the First Federal Savings &Loan Association of Monessen Monongahela Office,Monongahela,Pennsylvania.Account No.5-201497 Opened Dec.13,1968 •Balance as of date of death $165.18. TOTAL Unit Values $ Appraisement Made for Inheritance Tax Purpol6s 165.18 16t;8 ! I I I (Number and Stroot) .....................................................................................................................................,Penna. (Post OlD"o) ..........WA~J:l~l\Ig~~...................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANTONETTE BEWICK Deceased. Late of MONONGAHELA..................,.....................................•.,. Date of Death,~.~~~J.:.?,?!.?.7.;t,. Appraisemellt Docket VolOJ •••••••••••••••••••••••••••••••••••••••••••••••••••••• Page,No..??.~7..;t,::~.~. Filed in Register's Office,.19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut A ppra.isement,.. Appeal f"om Appraisement,.. Entered and charged,.. l.... ... ./'" ;' -----------------·~+7·,;-;·~::;:--,.-------~-·:--·--------·----·--....--------'-.-.-~ J 2%Tax on $----------$----------Li1 representing Pennsylvania Inheritance or From:JOYCE }rfIRIE ,aLSON -Paying On Ind.Liab.Estate Tax due from the following estate: Address 4th St.E:rt.t Box 386,R.n.#2 NINE and 42/100 ------------------..-...RECEIVED ....:..-dollars File No.63-71-1141 165.18 9.91 6 %Tax on $----------$----------0MONONGAHELA,PENNSYLVANIA 1506 Date of Death_9_'-_1_2_-_7_1_--1 15%Tax on $_$---------. .49 $--------1IiII $---------1111 $-----I9a-.-E9Hl---u lUX $---------0 %Tax on $---------$----------111I Estate Tax,Act of May 7,1927 TOT AL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ ..--r1 I:'j Name of Decedent ANTONETTi BEWICH Date of Payment __N_o_v_e_m_b_e_r_l_2~t_l_9_7_1______l Remarks: MJR County W_A_SH_I_IG_T_O_N ____l SEA L NOTE:This Triplicate Receipt to be retained for audit purposes. 9.42 TOTAL AMOUNT PAID $========.~ (j i\l //'1 Received by~'x,t..,':l..0>-""'<".Y-I "_i J_~~O NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the,life",'"(Sig natur tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall /'-l--J"; ,~ot be precluded or prevented from hereafter assessing additional inheritance tax at the death of ihe.-'~\'.j\.J'.JJJ,,./"'S-:'('_/!.W Iofe tenant or tenant for years whenever it appears that such additional tax may be legally due and """'\(i'fltl ) collectible for any reason whatsoever.<.j e