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Home My WebLink AboutOC1971-1170 - ESTATE OF DRYERJt3-7 !-L/ze COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE J Pennsylvania Department af Revenue Bureau af Caunty Callectians 26 S.4th Street Harrisburg,Pennsylvania (1~r~)~"l--Z--~'t/yL. Dear Sir: Pursuant ta Sectian 742,Pennsylvania Inheritance and Estate Tax Act af 1961, we herewith submit the fallawing repart: NAME OF REPORTING '..•FINANCIAL INSTITUTION Fust F~der~l SaV1ngs and Loan Associahon of '.ashxugtoh ADDRESS 77 South Main Street Washington.Fa.15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_--=S.......;1:,:8..:.69:..:5=----_ NAMES ON ACCOUNT OR INVESTMENT Eyery1 L.Dryer or Jessie F.Buckingham as jnt tnts. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR _---=E:...:v..::er:."y"-=l:..,.=.L.=-=Dr:."ye=r _ ADDRESSANDCOUNTY 140 North Avenue Washington,Fa. DATE OF DEATH September 6.1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Jessie F.Buckingham r ADDRESS _...:1:..:4.::.0...:N...:o:.::r..::th::..:;A~v::::en::..:u:::e:...:W;:;a:.:s:::h:.::in:.:igi;>.;t:.:o::.:n.L,".:P;..:::a:.:.,_1:,;5:::3,::0.::,1 _ \ RELATIONSHIP TO DECEDENT ?1u.Y-uDATEDEPOSITORINVESTMEN=T--...:....~~~--------- WAS ESTABLISHED --'N""o""v_&:24t.<,~J,,;19u64!:t__ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $---.:~=;::=-~~---:!$:::.47~2~2....1~2'------Co ~'l-, //Signature COMMO.NWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURtrAU OF COUNTY COLLECTIONS ,INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX, APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION " TO:Jessie F.Buckingham 140 North Ave. Washington,Pat 15301 Date:_N~O~VEMBE=~R!:....:!:.lL'...:!1:.z9.,1.,71=-_ WASHINGTON'County _ County File No._ Bureau File No.~J -1/-!l7{) We have received notice~~,~~::~~~~:~~~~~~~~~~~~~~~~~~~~K-on September 6.191L,you came into ownersh ip of certain property transfer from Everyl L.Dryer,deceased (Washington) Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvonia such transfers are taxable and the liobility for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:JT.HELD IN THE FIRST FEDERAL SAVINGS and LOAN ASSOCIATION OF WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In the names of Every L.Dryer or Jessie F.Buckingham Account No.S 18695.Balance as of date of -'722.12. appraised by the Commonwealth,as of the date of death,at $4.722.12 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT /39 £1 ; i 9.301.S&, , 2361.06 $--=---=------ AMOUNT.OF TAX DUE' DATE OF ASSESSMENT TAXABLE AMOUNT L,ESS:ALLOWED DEBTS NET TAXABLE AMOUNT o II you pay the above amount within three (3)months of the date of death of the decedent,or on or before Dec.6.19 71·you may deduct a discount of 5%of the amount of tax due,or 17.70----------- o This tax b'ecam~delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest of the rate of 6%of the ,tax per annum is also due asof *:::.'_ 19__in the amount of. *11 'ihe tax is not paid by the above date additional inter'est.is due at the rate of 6%per annum until paid ------...,...---- TOTAjEAMNT DUE $354.16 .0;"I RUSSEll MARINO. APPRAISED BY:\?/IAf=rd'&_,J~SSESSED BY:._ .(Inheritance Tax Ap-f,raiser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS '. 't. Make checks or money orders payable to: Y4-.-L ~J eZ·ff~ To insure proper credit to your accou~t_ this Official Notice-must accompany.: your payment.Mail,or bring it to:':: ~If AJJ..~J~I"~."•AGENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.15301 Amount Paidciffi~ial Title"..Name and Address of PoyeeDatePaid If you have olready paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below t~'dof~'p~'id,name'and address of the person to Vihom, you made payment,their official title and the amount..,':,',''.•'; .~~.'. ..t, ,•l.•I .,. Under certain circu,mstances,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 tile computation of tax due.If any such expenditures meet 0'11 of the three following tests,it is recommended that you itemize,the'payments below, execute the affidavit,and return this n,otic,e.The Register of Wills,will,examine th"'deb'tscloimed,anda.llow., those which he determin'es'to'be proper.The iax ~ill'th'en be'reco;"p'uied and you will receive an amended assessment of tax." THE THREE TESTS WHICH MUST BE MET ARE THAT: ........ 1,,-You were per~ona~ly legally respon~ible for these ~ebts,and .i.:"1J' ..-.~ 2·You actually'paid the~e debts ~ut of the 'cii:count'or propiriy 'd/scdbed'abo~e dnd'c'~~i~;ni~hproof:'; 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 handl ing the ,admin istration of the general estate,of the decedent or any other transferee.' , .,"','" , '',.., , ',' SCHEDULE OF DEBTS Date Paid Name of Po vee .Description of Obligation Amount Paid "'~'~hR Pi"t,t Funeral Exnenses $1362.50 '"'uneral Home Kurtz Monument Co'.lettering marker Ib.UU IMcCrei<rht.Marrinee &McCreIgnf"--~,...'a't-torneys 'Tees,i;i1i1n -0'0 " • '> ~,. TOTAL $1428.50 (attach separate sheet ,f required) ,-IV/{J DAY OF REPORT OF REGISTER OF WILLSMYCOMMISSIONExPIRES;UNE 25,1974 Member,PennsylvaniaAssociation ofNotaries •I,the undersigned,duly elected Register of Wills in and for the 9b yrospectfully report thai I have allowe.d deducticrr listed above in the total amount of $..:f~.(L...e::::,.=--+-=-...:::_. Date of Approval:aJ.fA {l--7/v-~~~~~~?t;~~.:::.:..::=::::::~- B BARA CRAIG;NOTARY PUBLIC WASHINGTON WeSHINGTQN CQ"NIY COMMONWEALTH OF PENNSYLVANIA)'" WASHINGTON SS:COUNTY OF') I,JESSIE F.BUCKINGHAM'hereby certifY.lhat the forejjoing is a'just and t'rue statement of funeral expenses and other debts of the decedent,EVt:RYL L.DRYER ,for which I was'legolly 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, Fom acc-2 DEPARTME1'~T OF REVENUE BUREAU OF COmiTY COLLECTIONS irARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE COUNTY DECEMBER 7,1971........................................................ WASHINGTON Whereas,~~~~.1.DRYER late of !':'~~~~NGTON . in the County of .WA§l:q:liGTON Commonwealth of Pennsylvania,having died on the..91;h day of~~~19.?~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:f.l:l'.\.~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 AppraisementDelcrlptlon01AndValuesMadeforInheritance T"Purpolel JT.HELD IN THE FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF $2,361 06 WASHINGT ON OFFICE,WASHINGTON,PENNSYLVANIA.In the names of Every L.Dryer or Jessie F.Buckingham.Account No.S 18695. Balance as·of date of death 4,722.12, TOTAL 2,361.b6 . , f~:::':n~bl:~::rbl:Worn","";~~=':.~o~"'-b~~n;~f'J:i:::/iiZj!t?"- ············J<C·(2·········Qk~~umb"'~;pi(i?i:P·····~'!'fJ.............................?f.:......··-~"~)I Q"'c'Penna. WASHINGIDN County c c' _.-........ ! " RESIDENT INHERITANCE.TAX APPRAISEMENT Estate o/-. EVERY L.DRYER Deceased. Laie of ........................WA::>HJNQ'rQN . Date of iJeat",$~'rEI>UlER6~19.71. Appraisellle"t Docket'Vol",..... Page,......"""N o.6:3:::?~::IJ.:?() Filed ill H.egister's Office,..19,. Am<Junt of tax due,$ ,".".. DEPARTMENT OF REVENUE Received,.........,.. Exa';'illed and'Approved,... Wrote abo.ut Appraisemellt,..,.•... Appe'al t,om Appraisement,.,............•.,....., ,. ~ ~ • .l-~. ~.: • ,.. " ......'" --.• .... '. ".-.... ~. ~ 'f);;: ~. ,~. "'J Ente~ed and charged, .'. ':?-;"".~-,-. ....~-".