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Home My WebLink AboutOC1971-1196 - ESTATE OF GRAYf ', '..• OFFICIAL NOTICE OF INHERITANCE TAX APPRAJSEMEM.T AND "SSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Washington,Pa.15301 Date:Noyemher 19,'1971 County'WASHINGTON County File No._ Bureau F iIe No.--..::~=3_,...:..;',_y_-_1/....:7--:..t.__ Weh'ave received notice t IQG(XXXXXXXXXXXvvvv,,,,,'VVvV"V\rvv'VVYV,.,,,rvoo~n~ijQll~0~ve1lmber;:;:6i'~W1~9~71ii,;y~0~u~cameinto ownershie of certoin property t ~¥iiB;-- w ..transfer from Bernice E.G~,decease TO:_....;R""UTH:.::=--:G..:.._HENRl_·---'_ J08 Ridge Aw. " R1!'C':134 (~·71l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS INHERITANCE 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 inheritance tax due is imposed upon you,as transferee. The praperty.an which tax is here~assessed consists of:JT.HELD IN FIRST FEDERAL 5IVINGS AND LOAN ASSOCIATION OF WASHINGTON,WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.Account No. 1 0 26410.In the names of Bernice E.Gray 01'Ruth G.Henl7 aa joint tl'USteSll. Balance all of elate of death $15,149.52. ,15,149.52i8&'aised by the Commonwealth,as of the date of death,at $_ __'_%of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS INETTAXABLE AMOUNT $--'------- AMOUNT OF TAX DUE If you pay the above amount within three (3)months of the dlltlb of ceath of the..decedent,or on or befare :--_ l'e..19_7_20,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 ond 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 *11 the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid APPRAISED BY: $===== RUSSELL L;'XiIIO. (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS "so, jJ/1 f f ~(aver) 4:..$7....s·..'Z.?? ~...JL.</.r3 /7/7/ AZ-#~- Make checks or money orders payable tl?:To insure proper credit to your account II this Official Notice must accompany ~Al J Yiur p'~yment.Mail or bring it to: I WI.'tJu4,(O ,AGENT fOR THE COMMONWEA~TH -COOOT HOUSE WASHINGTON,PENNA. If yau have already paid this tax ta an executar,administratar,attarney ar ather persanal representative cf the-· decedent far farwarding ta the Cammanwealth,lis!belaw the date paid,name and address of the person to whom you mode payment,their afficial title and the aniuunf:--f Date Paid Name and Address af Payee Official Title Amaunt 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 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 .f required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01"'--_ 55: , 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_ REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I hove allowed deductions listed above in the total amount of $• Date of Approval:_ " Register of Wills Punn HCC-2 DEPAP.TMEl'!T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 1Z7.: COMMONWEALTH OF PENNSYLVANIA REsm"ENT INHERl'l'ANCE TAX APPRAISEMENT !,Whereas.........BEIDlICE.E•..GBA'f late of JrIASHINGi'OrL . in the County of 'il~.~.~~.~~~Commonwealth of Pennsylvania.having died on j the 6t.b day of WQ~,:19 7'/1..·.seized and possessed of an estate'!,.\r~'I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;'. Therefore.I Frano.e.f.l Le.o 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 appraisem~nt:.;~,I j 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 Ufe 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.'. DescrIption of And JT.HELD IN THE FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF WASHINGTON,WASHINGTON OFFICE,WASHINGTON,PENNSn.VANL\.Acco~t No. 1 0 26410.In the name.of Bernice E.Grq or Ruth G.HeIlr7 all joint TOTAL . UnIt Valuel , Apprallement Made fOI InherItance T"Purpoles \ $.. 15;14 .52 •1.' ) ; ! ;1,·1;,t~ li.149 52..r. \, ,j • . . I WASJING'IDI '\" County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of mmNICE...E.•....GRAY ... Deceased. Late of .·..WASHlN{;ro!l······· Date of Death,..l:IQV!1IIIber.6.19:'ll . Appraisell/e"t Docket Val.,.. Page,..No.6J..'l!"..U96.. Filed in Register's Office,...19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.lIt Appraisement, .AppeoJ f~om Appraisement,... Entei:ed and charged,....•...................... '. .f ." 1•'/ i• , RCC-43 (4-69) 0'3-7/-//r'/lite!::v~COMMONWEALTH OF PENNSYLVAIII~N BURr:/V1J "- DEPARTMENT OF REVENUE T)~od q, HARRISBURG .",V I [(iONeI,,,18 ~..' .i 19 f'/'f '1) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department af Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Sectian 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Mellon lIatlou1 Bank 6 'l'ruat CO!!!pany ADDRESS 40 South Main St¥eClt.Wu1l1gton.'.DU11vanla 1»01 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT '402-2901 (cb.eckina> NAMES ON ACCOUNT OR INVESTMENT Bernice I.Gray 01' Ruth Q.Il!Dr7 DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR _~"~r~n1~ce=-I~.~Gr~ay2 _ ADDRESSANDCOUNTY 308 Rid,_Avenue.WBahlngton.,'anna.15301 DATE OF DEATH Rov-'er 7.1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _1u_th__G_._B_Cl_n....:r'f:...._ ADDRESS 'OBRidse Avanua.Waahlnaton.'enna.15301 RELATIONSHIP TO DECEDENT.-=-~d~au!2llhl!2!ter~_ DATE DEPOSIT OR INVESTMENT, WAS ESTABLISHED =.-:.:4/:-.:6.:..64;:,..:...._ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH olO&$1.....2...6"'9.....8iUl6l...-_ c ~b3r-''iJ 39.If) /·11 Signature TITLE foIa18tant Manaser ,'".-', ....RCC.134·-(9-71l COMMONWEALTH OF PENNSYLVANIA ,OEPARTMEONT OF REVE.NUE BUREAU OF COUNTY COLLECTIONS'1~+iERITANCETAX OIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT .OF ASSETS NOT SUBJECT TO ADMINISTRATION •• WASHThUTON•.PA.U,#)L TO:__R""I.uJ'l'H..&L..>G.............."HE""Jm...,..y '""'"-_ 308 RIDGE AVENUE Date:__~NO~VEMBE__R_1_,~1_971 • UASHING'IDNCounty__--_ ,County Fi,le No,~,...__----,...__• Bureau File No.C:3,)/~//7'c We hove received.notice~~..{XXXXXlOlXXXXXXXXXXXXXXXXXXX o01nOOl~N~OVEMBER~~~~7~.lP 19 ;;;::'.J..~come into ownership of certRin Jlropert~~hvi'M~,Transfer from Bernice E.Gray,'dei!eased\Washii'igt'.Oi'iJ"'e,...... .., ,Under the Inheritonce ond Estate Tox Lows of the Commonwealth of Pennsylvonio such tronsfers ore toxoble ond the liobility for 'the 'poyment of the inheritonce tox due is imposed upon you,os transferee. The property an which tax is hereby assessed consists of:JT.HELD ni ~lELLON NATIONAL BANK &TRUST COMPANY WASHINGTON OFFICE,WASHINGTON,PEmJSYLVANIA.IN THE NAMES OF BI!,'RNICE E.GRAY OR RUTH G.HENRY.OPENEEl AprU 6,1964.Balance as of date of death $1,269.86. \ ----------$------- AMENDED ASSESSMENT , $------- DATE OF ASSESSMENT. TAXABLE AMOUNT LESS:ALLOWED DEBTS •NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death at $=1!.:.2=6~9:..::.:.:8:.:6:...-_ 50 \%of this amount is taxable at the rate of 6'% ORIGINAL ASSESSMENT 63Z..9'i-- 38.10 AMOUNT OF TAX DUE If you pay the above amount within three (3)months of the dc;e1f.f <Jr,oth of ~decedent,or on or before ,--_ "...1 --'dYoU moy deduct 0 discount of 1.91 ~5%of the omount of tax ue,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 unti I paid TOTAL AMOUNT DUE $$====== APPRAISED o..l..~~~1dd~~c.e::.~,pt.<~I.t:.-/ASSESSED BY:p"~snr MARINO~"Q ;;.~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders paYab~e.To insure proper credit to your account, II A.J •this Official Notice must accompany ~11JI'\~~r payment.Mail or bring it to: 18801 (over) AGENT FOR THE COMMONWEAL1\\ COOOT HOUSE WASHINGTQN•.PENNA: ;1//if l ~ ~~,~/7// Jl~/7lJJ2 ·,--.\'.... If you hove already paid this tax to an executor,administrator,attorney or other personal representative of'the decedent for forwarding to the Commonweolth,list below the dote poid,nome 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 determin,es 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 paidthese debts out of the account or property described above and can furn'ish 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 ,f required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY 01"::....-._ I,hereby certify that the foregoing is a just and true statement 01 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__. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer 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 Wills Form R.CC-2 .'.I COMMONWEALTH OF PENNSYLVANIA DATE DECEMBER 9,197L .. DEPARTMEl'!T OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON.COUNTYBUREAUOFCOUNTYCOLLECTIONS ..,..................,.............,................~.......................... •APPRAISEMENT FILE NO.92::::7;1,:::1,J99.HARRISBURG.PENNA.171 Z7 ........................-.....~......... Whereas.BERNICE E.GRAY ............late of .WASHINGTON...................................................................................................................................................................",,,........................... in the County of ......................W.A.~i:!J~.QT9N ...........................................................Commonwealth of Pennsylvania.having died on the }~J:1 ..........dayof ..NOVEMBER 19?~...•seized and possessed .of an estate...........................................................................-..................................... subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.FRANCES LEe appraiser duly appointed according to law................................................................................................................................,an 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 esta'te 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 AppraisementDucrlptlonofAndValue.Mede for InherItanceTo<Purposes .T'I'HF.LD IN THE MELLON NATIONAL BANK &TRUST COMPANY WASHINGTON OFFICE $634.93 WASHINGTON,PENNSYLVANIA.In the names of Bernice E.Gray or Ruth G.Henry.Opened April 6,1964.Balance as of !I.~te of death $1,269.86. TOTAL 634.93 Having been duly sworn acccnging to law,I do hereby certify that the above appraisement·is made in ffn- formity with law on this day of·~~i;:.::~~Q 19 . 244 Washi ngton Trust Bldg.App"i~, (Numbe't and $tfi!'el)\ia,~h.~f.lgt;()f.l,Pa. (Post Office) ...........•Penna. ·.........WASHJNG'l'QIL County , RESIDENT INHERITANCE TAX APPRAISEMENT Estate of B.mlN:I:GF;E •.GRAX ... Deceased. Lale af ··WASHINGTON············ Date of Death,~()~E;!l,'i',:L'ln. Appraiselnel!!Docket Vol.,.. . Pagel N 0 .~}::'i':l:::L:L9§ Filed ill Register's Office,......19..... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examilled and Approved,... Wrote abo,ut Appra.isement,.. Appeal from Appraisement,.. Elltered and charged,..' \ • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING or APPRAISEMENT Ruth G.Henry {Executor or Administrator} IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re: Bernice E.Gray (Estate Insolvent)Estate of _ -'-W=as=hi=·:..:n"'g!..:tc.:0=n County -File No.6::-3-_71:--_1_1.:.9_6 _ Oear Ms.Henry: You are hereby notified that the-=~°o=r",i""g""inal==-----,_ appraisement in the estate of_-=B-=e",rn=:L",'c=-e=-=E:..:.=-=G-=r-=a"-y ~~--o-_,_-------- has been filed in the office of the Register of Wi lis of__.::W~a:=shi=·n",ga:t~o~n~_ County on Sept.30,•19~.Said appraisement reflects the following voluations: Real Estate ~-===~----- Persona I Property__c.:1:..:'_0_0_0_.OO-'--'---_ Transfers _ J 0 int Iy Owned ------=----=-=-=---=-c------ Total -'1'-','-=0"'0-=0-=.0"'0=--_ As to such tox that is paid within three months from dote of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death. interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance ond Estate Tax Act of 1961,72 P.S.2485-1001,P.L.373.D. Date Sept.30,1976 Signed~.J ~ D.O.D.Nov.6,1971 Title U#n<t«-<&d .:e= Note:This is not a bill. Rcc-lo3 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of-REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION 03-7/-/19~ INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF _ J This return must be completed In detail and filed in duplicate,with the Register of Wills in the County where the decedent resld~within one year after date of death,unless on extension is granted by the Secretory of Revenue.I Misc. being duly sworn occording to low,deposes cnd says thot he is the ---,,=---!E=:-..,~X!.JEl:...:C"'_.:.:___,___--------- •~~D (Exec.,Adm.,Legatee,etc.).0 of the estote of f5 Ell It,G If ~l,,~:A r lote of 3 D f IlIPe,,,,,WI\III,IIIe."IV TA (City,Borough,or Township) deceosed,ond thot the whole of the estafe of said decedent,who died on _.1NlUlJlLy__6rz,-,!/:--:'f',J-7:.l1'---_ J(Dote) consis!d of the os_sets listed below ond thot ollowoble debts ond deductions exceeded the foir mo~ket volue of the ossets ond ...1 .T Will • Ad 19 DUTH G.!TENer'f 3clRJPQF AJiF "ASlJ,0 ...mn.1'10.______I,~!iLl.-''''--'-£L''''''':T-..!J..-",--~_~~''--L 0 -,~~...:...'.--=,..;~=-;:~-=--~_w!!.!.:=.!n:!.!..!r~In (Name)(Address) nco PennJiylvania'tr~nsfei Inheritance Tax is due. ,,. Sworn and so'bscribed before meIhe.:;(~__doy -of ~19 0't_-.,/}.;;:';!.~NE B.MILLER.No!a",P,bU.~'ttJ.v//~Wa<hing!on Wash;ng!on Co P•... My Commi$~ion Expires Septem"bcr 26 lm Type of Asset:Department Reo!Estate,Pers.ASSETS Estimated Valuation PI'operty,Jointly (Attach additional sheets if necessary)Market CAUTION HiI!Ild Prop.or Description of Asset Value (Do not writ.e Transfers In this space) Q.G ..'f~)..w o '!J 3 -7.).5-tj 'I~.;l'SD,-.;.SlJ.rYD &,.2C::V'(;D"A.e-J..)f ~"'1t.'::l '1·,9(.' ~c,.c·..·..C ~?--!J7!J•IJ'O~oCJ'fl~~/0 <{-37~~IS"3 .;l S"().- )...,~.-.~f~a /'-tr¥,S5' ~-f)O.v-6~f..J-.1 'yw (t <;1'5'-)?>'j-'5'oY-'7,;)5 !>o()'- Ia ..•,,:c't~ TOTALS 1060 ,/1 tJ &c.tJ-d Inheritance Tox AppraiserDoted, REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly oppointea Inheritonce Tox Approiser in and for the obove County do ,spectfully report thot I hove appraised the real and personal property as reported in the foregoing schedul at the valu s set forth opposite each item in the lost column to the right. Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register NC1 1·'"l..«¥.,c..« J:J...c ",,oJ"~1.~~~ T",..'~."(I""~t..A V lac'cJ~)TOTALS I S'7¥.95, ,().- 3 /.~(J ~.()0 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in ond for the above County,do respe ully report thot I hove allowed deductions in the amounts set forth in the above schedule as claimed,except where I ave set forth a greater or lesser ount in the last column to the right,which greater or lesser amount represents the sum all wed as a deductio Dote oi Approvol,-!-a -,1-2tz..-7T.r---_l,,4 Will } Administration No.Year __ IN THE ," MATTER OF THE APPRAISEMENT aF THE ESTATE OF Deceased Lote 01 _ County 01 _ Commonwealth of Pennsylvania REPORT AND APPRAISAL 'j'....c.~, :::..,,:'..,\.' .\,l'-5: ~:,-'.'.'of I_...'l .~. )....~ ,")'1 ,'f ....."",~_V'...'\......":;~~. ~ ~."i,'i..I hj ..~'·"h...'I " • ,"-'1,.,-,\., I \, \ .~•.