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HomeMy WebLinkAboutOC1971-1142 - ESTATE OF LONDEONWashington,Penna.15301 OFFICIAL NOT.!C,E Of INHERITANCE TAX APPRAISEM'ENT 'AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (1-69) COMMO~IWEALTH OF PENNSYLVANIA DEP"ARTMENT OF RE'/ENUE BUREAU OF COUNTY COL~£'CTIC1~S •INHERITANCE TAX DIVISION To:Ca_l_l_i_e_D~._S...=.p_r_i.::::gg:::..s_._ 110 E.S~uce St., Date:__0.:....:c:::..:t::..:o~b:.=e=-r....:4::tL.,-=1::..:i97~1:..--_ County _....:..W:...:.'A::.,:SH:..:.:I:...:.N....:..GT.:....O:..:.N _ County File No.~\_ Bureau File No.t J -V -1/tiL We h~e received~~ice ~~,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~--on eptember '19~,you came into ownership of certain property h ~~~~dnmlOm~xtblool;~idmJt,.TRANSFER FROM CALLIE LONDEON,deceased Washington). Under the Inheritance and Estate Tax Laws of the Common~ealth 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 taxis hereby assessed consists of:JT.HELD IN TH;E ME1L9_~NATIONAL BANK AND TRUST CmWANY,Washington Office,Washington,Pennsylvania;~?tvhigs A'-c-c-ount----- #194-30-2010.01•.In the names of Gallie London or Callie D.Spriggs.Balance as of date of death $630.21. atfraised by the Commonwealth,as of the date of death,at $---..:6:.::3:..:0~.~2:.::1::..-_ 5 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the d'fje of geath2~the d71edent,or on or before ecem er 19 ,you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months ofter the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of 315.11$---------- 18.91 AMENDED ASSESSMEtil $...3/~II *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AM~~DUE $$.18.91 APPRAISED BY :0~~SSESSED BY :_-.:N~)U~Su~"'t~Ll~-'!l::'~R~IC!:UlQ'-L.------- (Inheritance Tax Appr~iser).(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or br~ng it to: ~~JlAM~ Aut,.1 .J n:E Cor,~MONWEALTk COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid~this t.ax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list 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 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 responsible for these debts,and 2-You actually paid these debts outof 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;,.,t,Name of Payee I .Description of Obligation AlJlount Paid q /119171 If/-.A/'//J,/ilA7hA)'--Z 11..._",r0 '?...I'h,?,u.l tJA)<756-9,C>~o I I /,/1 .. . ..,' ".- ....','TOTAL $_<-)9",~~() )attach separat'e,sheet if r~quired) :::~r~~5~~A:C;.8onq;)MUJ.M'hd4nV . I,hereby certif0atr;ore~ng is,.?!just and true statement of funeral expenses and othe debt the decedent,(;(Jail C7~,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. SUBSCRIBED BEFORE M~THIS ~JAY MWOHL~19~/.'..Notary Publ.c Stote of N-n"-Y:.c~';c;-"';C::~C::::-.l'~::'Ll~·~"rP-~U&L!:"=:::::~ ~No.41.2287450 Queens Cou~!)! ,Comm.Expires March 30,197b REPORT OF REGISTER OF WILLS 1,the unders;gned,duly elected Reg;ste,of W;fI.in ond fo,the obove ~==,ct,fully report that I hove oflowed deducHons listed ob~v.e ;n the totol omount of $.5'J~•. Date of Approval:~~I'7 /'~~1(!vn.y7 Register of Wi lis F'unn RCC-2 DErARTME'l':T OF REVENUE BUREAU OF COUNTY COLLECTIONS •HARRISBURG.PENNA.17 1Z7 COMMONWEALTH OF PENNSYLVANIA RESI~NT lNHERITANCE TAX APPRAISEMENT DATE p..~.~~.~?~F !..~..t !~?.J COUNTY W.~..~h~.~g.~.5?.~~ FILE NO J?.~.::..7..!..=.!J.4..~. Whereas,G.~.ll.i..~~.9..p.g.9..p.late of ~~.~.~~.~.~.~~. in the County of Washin.gt.on Commonwealth of Pennsylvania,having died on the 2.6 th day of ~.~.P~~~.t:n.:!'.~.~19...?~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,F..r.~n.9..~.~~~.9.,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 IDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ JT.HELD Jt.held in the MELLON NATIONAL BANK AND TRITST COMPANY WASHINGTON OFFICE.WASHINGTON, PENNSYLVANIA.Savin~s Account #194-30-2010.01. Tn t:he names of Callie London or Callie D.Spriggs, I Onened.9-7-67.Balance as of date of death, $630.21.(One-half taxable)315 11 Total 315 III ESTATE INSOVLENT I (Poat Office) ...........................,Penna. form~;~fhbl::::~i:w~..·cc,1)J'~.I~~.~.~o~e~~~~~~~i~;?entiS?~;e~~.•c~? ~~AppraIser :·:·&i~.:..~:::.P.t...:£....·.""....~~/.-'~m~ber and Street) ...........WASIUNGTON ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CALLIE LONDON Late of WASHINGTON "'" Deceased. Datcof Death,..~.~.p.~.~:rt:l1:?~.!.'..26 1971............,. Appraisemel!t Docket Vol.. .,. Page,.No......§.~:.7..!.:))A~ Filed in Register's Offi.ce,..:p.~.~~mp..~.;r.l$9 ..71 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appra.isement! Appeal fyom Appraisement,.. Entered and charged,.. 1. ~ ,.. •.1'; .' .--...,..... RCC-43 (4-69) COMMONWE~fl1t;t~1n.-.~ENNSYLVAN IADERA~t~~'fTIQF REVENUE HARRIS8UR~"(' ~ff 30 3 ... 53 FH'11 ~3-71-/I c!L 1'03 y~;<31-</J 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: NAME OF REPORTING FINANCIAL INSTITUTION Mellon Matl.JOLtl Bank and %rust COIl1pADf ADDRESS 40 South Main Street.Wuhiniton.hlWlylyaniil 1$301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Smits.Account #194-3.0"2010.01 NAMES ON ACCOUNT OR INVESTMENT Callie t.ondon ()r Callie n.Sprigg$ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR CdUe London ADDRESS AND COUNTY 110 Iyt Spruce Street.Washington,'ennsylvania 15301 DATE OF DEATH ..!:!S~ep~temb~·:!!!.~e2r~26~'t1.....!:.:19!:.!7:..!i!1-:-1 -_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _~C~a~11e..=1~e:...:D~.~Sp~r~1:.f;agg~8::........_ TITLE Aasiatant ManaaerB.a.DeVORe ADDRESS _ RELATIONSHIP TO DECEDENT cW 1\DATE DEPOS IT OR INVESTMEN....T-~QliIl'~8QIGI~1M..,..~lUlU8ill1:t.Ce~...l:----------- WAS ESTABLISHED &Be:=.lPliUt==em~b~e~r...J74•......e.:19~6~1------- BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $---I6~3wo....,2'""1---___::::__.........--_-_ .....L i (,p J?J.v I ~J /j:1/ ;L."1 1 j /~~I/- /$','II~IV If,- 0J;)if )f.!I=-'~