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HomeMy WebLinkAboutOC1971-1201 - ESTATE OF DECOOMAN... ,, RCC-43 (6-64) &3-71-/~{)/ ,'~iC''''r£: COMMONWEALTH OF PENNSYlVANIACO!J,~;/~~At~ql DEPARTMENT OF REVENUE ,COLI frl,'@, HARRISBURG ik..c I 2 '~f) ?2 f:117i J Western Pennsylvania National Bank,New Eagle Office NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department af Revenue Bureau af County Collections Finance Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report:' REPORTING FINANCIAL INSTI TUTIONS --""H:rn-r...."."""'-,:;,"""""'...---.=..."...=-r........"...-Tn""".----13uu Ham Street.New Eagle.Fa.I5051 ADDRESS ' . ACCOUNT NO.OF JOINT OR Ulll O00l'iI9 9 TRUST DE POSI T OR INYESTMENT.",r=7'==-=""""=--..,--"..,=-r:r.::-o=-----NAMES ON ACCOUNT lIrs.AJJnelda DeCooman or Bert u.Rc'dal1ster OR INVESTMENT _ DECEASED JOINT DEPOSITOR,Mrs.A1IlIeda DeCooman TRUSTEE OR INVaJOR,===....--.===~..._r:'n;r.r_-----,--­Box 526.Monongahela.Penns;r1variia 15(6) ADDRESS ---.,.-;;-;=.-:r-""'n------------------August 3.19 (1 DATE OF DEATH.,---,--------nB_"',.xMl;H6r:.-;.,.jcciCa.a:r3liti·:1'l6rtte"'•..---_ SURVIVING DEPOSITOR, BENEFICIARY nR..INV,ESTOR~""r:;#:yq......"---tOr<rn"lTlmm-.rl.,,.-"""--;-<!rl<----110X'''lltl "ennellJ .street,.lollollgallela.fa.15.;63 ADDRESS --------fltl'l"X"'almId,ns;TO>Tu.-,_ RELATIONSHI P TO DECEDENT __-..,,""""'M'Cnztr-_ DATE DEPOSIT OR INVESTMENT 3/25/1968.. WAS ESTABLISHED ~;;;_;""'---------------900.59' BALANCE AT DATE OF DEATH $__,--_.J.,'f (',\..-/0.-9cP.s-f.,;-'-/!:,-Oot7 .......~u'1~ {t Head.'lVllel' I f:..~, ~~~ ~ 1 " Dote:December ),1971 County WASHIIiGWN OFFICIAL NOTICE OF INHERITANCE TAX ",PPRAlSEMENT AND ASSESSMENT' OF ASSETS NOT SUBJECT TO ADMINISTRAnON .....--",,-.... Monongahela"Pa.15063 County File No., We hove received notice tbmY,~q~~BlXifXXXXXXXXXXXX~~.'~ on fdcr?1/192L,you co.me into ownerthip of cl'.rtoin,PJopertyI!>ov3<:!;:hrRt Ilf.;"u,..er~ien j' was ~,1l'lJ"Red--brthe dee!!!l~nt.-;&.....,,~)rJ·~7j/'i/-<'~~~-!~.P~--tt~~~ Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvani'a such transfers are taxafle ' and the liability for the payment of the inheritance tox due is imposed upon you,as transferee. I Th h· h . h b d'i JT.HELD IN THE WESTERN PEIUlSYLVAtlIA lIATION*e propertLon w IC .tax IS er~.!!l_asse,,;'il!£Q.n~J.s.ts.o·Tlr--..,.-.:...·_--:---::,.---;-.=-==..,......,....._.."......,...,=-_At BhNK,NEW EAGLE OFFICE,N.t>W EAGLE,Pl>NNSYLV,~IA.Account No.01800&99.In the TO:_-4:Se_t't'lO-.J0U+-,....M"'''''-C..a..Ju'...,,'''+·'''e£r _ I 'B~7'16 Kennedy St.• Rc.,c-r34 (!l..7l) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE B~:EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION names of Mrs.Almeda DcCooman or Eert O.~lcCan5teJ,'.Oponid J/25/19C8.Balance as ot date of death $900.59• .appraised by the Commonwealth,as of the dote of death,at $_.:...9O('---u_,.:...59"'-_ 50 %of this amount is taxoble at the rate of % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $------- AMOUNT OF TAX DUE If you poy the above omolint within three (3)months of the dote of deoth of the decedent,or on or before ,.--_~ =-;-;-19__,you may deduct a discount of 5%of the omount of tox due,or ., This tox become delinquent nine (9)months after deoth (one yeor if deoth occurred prior to December 22,1965 and fifteen months if deoth occurred on or ofter December 22,1965 but prior to June 17,1971)and,in oddition to the tox,statutory interest at the rote of 6%of the tax per annum is olso due as of *19__ in the omount of *If the tox is not poid by the obove dote odditionol interest is due at the rote of 6%per annum until paid APPRAISED BY: TOTAL A~T DUE $ ~I-/{""'I_tfl d>,.kd fl..":0t«JASSESSED BY: (Inheritance Tax App{aiser) $===== RUSSELL MARINO. (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ,. Make check.s or mo~ey orders pa yable1?'II A'I To insure proper credit to your account :I~~~IlJII\t:UI."~h)s...0fficial Notice must accompany ,-v..rr;.--~payment.Moil or bring it to: 15301 (over) AGENT FOR THE COMMONWEALTh COURT HOUSE WASHINGTON,PENNA.4.~~loL AJ~.i /77// /Ie '",Lf'¢;f !JIINo If you have already paid this tax to an executor,administrator,ottorney or other personol representotive t>f-the '. decedent for forwarding to the Commonwealth,list below the date paid,name and oddress 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 dote of death of the decedent,you personally paid funerol expenses or other just debts of the decedent,with funds derived from the property herein toxed,such amounts expended by you moy qualify as deductions agoinst the gross volue 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 cloimed ond allow those which he determines to be proper,The tax will then be recomputed and you will receive an omended assessment of tox, THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 •You were personally legally responsible for these debts,and ",2-You octually 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 representotive of the decedent handling the administration of the generol estate of the decedent or any other tronsferee. SCHEDULE OF DEBTS Date Paid Name of Povee Description of Obligotion Amount Poid . . TOTAL $ (attach seporate sheet If required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01:_ SS: I,hereby certify that the foregoing is a just and true statement ot 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 cloimed 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 have allowed deductions listed above in the total amount of $. Date of Approvol:~_ Register of Wills COUNTy!!!'~!:!~~'£Q~ 63-71-1201FILENO•..............,. Funn RCC-2 DEPARTMEl'!T OF REVENUE BUREAU OF COmiTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESItlENT INHERITANCE TAX APPRAISEMENT DATE December 9.1971 MONONGAHELA.late of ........Commonwealth of Pennsylvania.having died on Whereas,...........~~..!~J:).A..J:l.l9.9..9q~. WASHING'IDN........................................................ the ......}~day of ~?!r:1.l3.~...19.?1,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...E.r'¥l:Q.ll..ll ~~.l:l 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 County of 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 Ap'pralsemantDescrIptionofAuetValuesMadeforInheritanceTaxPurpotes JT.HELD IN THE WESTERN PENNSYLVANIA NATIONAL BANK,NEW EAGLE,PENNSYLVAN-IJ $450.29 No.ina 0061Q Q. .. Account.In the names of Mrs.Almeda DeCooman or Bert O.McCalister.Opened 3/25/1968.Balance as of date of death $900.59 TOTAL 450 29 I I I . I , . form~~v~~~hbl:e:::I:h~w~~~~r~tol~~,~:;o~e~e~~~e:::::~l~n!?~~ •A p WASHINGTON Coullty I, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS •....ALMEDA..DeCDOMAN .. Deceased. Late of MONONGAHELA Date of Death,!I,\1g\1f;1:,).:l9n . Appraise",ellt Docket Vol.,. Page,..No.63-71-1201 Filed i"Register's Office,..)9 . A"",u'"of tax dne,$. DEPARTMENT OF REVENUE Received, Exami"ed and Approved,... Wrote abo.ut Appmisement; Appeal f.om Appraisement,.... " ., o •, • .~~ Entered and charged,. ~.• -!~ .'