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HomeMy WebLinkAboutOC1971-1261 - ESTATE OF THORP.~, NOTE:TO BE SUBMITTED IN TRIPLlCATE Pennsylvania Department of Revenue Bureau of County Collections-'Finance Building Harrisburg,Pennsylvania j COMMONWEALTH OF PENNSYLV Arft!!iNr~Zf~~/~ED DEPARTMENT OF REVENUE f2 COt.(~O!}, HARRIS,BURG 'EC J '(IIO'AIJ','rS 59 [)li,'ItT';,,~6 \ ., RCC-43-RI . ,",,/i-'."....',-.i .A",._,. . Dear Sir: I" Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act,of 1961,we herewith submit the folloWing report:' REPORTING FINANCIAL INSTITUTIONS Plttab!mb.Rational Bank ADDRESS 300 West Main Stran,_Honongahelap PeDna.1506, ACCOUNT NO.OF JOINT OR TRUST DEPOSIT OR INVESTMENT _O.;:,,~=:.;':....-.;..;;;.'....:,4.~,.ot.:3621~46.::::.0:."~_~_ NAMES ,ON ACCOUNT OR INVESTMENT JobD 1.Thol'J)or Mrs.cavettL.Tho~ Spacial AcCC)tmt DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __J_O_hn_·...:;L;,;,.;'.~Tb...:;O.:.:r.P;.A·:..-._ ADDRESS Ch8ss street"Box 55"Hsw EagleD ferma.l.5067 DATE OF DEATH November 2){Jo 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ..:H~rs:.=,,~•....:ca~·-~ve:.:::,~tt~,~L!A,,_'l'ho4l!!i"~rpiL-~- RELATIONSHIP TO DECEDENT ~Da!!!!!ugliSlh~teil5'fArDl!!..iD..t.ia:',SiI]a8WJ:t,-------:-- DATE DEP,OSIT OR,INVE.STMENT.,"!,~.ft" WAS ESTABLISHED __....,=1~O/~2:.:0'LLV7::L...:..-__~~__~- BA.LANCE AT DATE OF DEATH $~1:Jln~OO~1!:.!.u9~9:....-_--,---:- / County File No.. :\ i 'f: OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__Dec_··_·._emb_6_r_'_,_1_91l '_; County _...,....-W_a_$_hing_·-=':...tOl'l_'_"_ Bureau File No.~'.3 -7/-/2 C/ We have received notice t~ on NOVEMBER 29..19_'7r_'_.,";y;;o~u~came into ownersh ip of certain property'."".." .tradter fro.101m L.Thorp.d••aoed (N_Eagle). TO:.mas.CAVETT L.Thorp Chess street,~SS ~€c-t 34-('lJ-7 1) COMMONWEAL"rH OF F4:NNSYLVANIA DEPARTMENT OF REVENUE BUREA-:tJ OF COUNTY COLLECTIONS I .!HirHERITANCE TAX DIVISION./ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee.' i The property on w~ch tax is hereby assessed consists of:.,t.held 1nth~Pitt.sburgh National Bank Konongahela..trice..Mononga.hela,PennS7lvania.AcCOunt No.054fi1i4-:36l4EiO.'In the n~s 01 JOM L.Thorp 01"Mrs.Cavett L.Thorp.Opened Octobe:r20.1969.Balance as or dated' death $1.001.99. ,';.",. .~ i appr(iised by the Commonwealth,as of the date of death,at $_1__.00_'_1_'11_"_'_ SO %of this amount is taxable at the rate of ,% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $-------- 30.06 $---------;; If you pay the above amount within three (3)months of the dCJl\19!~th of t!,,~ecedent,or on or befor~,---_-...--._'_19_'_,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 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 taxis not paid by the above date additional interest is due at the rate of 6%per annum until paid $=::;::============ RUSSEll MARINO. (Agent for the Commonwea Ith) 15301 To insure proper credit to your account ..this Official Notice must accompany /tL{~ayment.Mail or bring it to: $ (over) ASSESSED BY: AGENT FOR THE CONH,'h..rL~u\.,., COURT HOUSE WASHiNGTON,PENNA. ppfaiser} TOTAL AMO,U.NT DUE) Make checks or money orders payable to:£b VJS-C:1(CbfmJl INSTRUCTIONS TO TAXPAYERS Amount PaidOfficialTitleNamean'd Address of PayeeDatePaid I,If you have already paid this tax to an executor,administrator,attorney or other personal representative of-the '. decedent for forward ing to the Commonwealth,Iist below the date pa id,name and address of thte person to whom you made payment,their offi~ial title and the amount.~, '.......1.... Under certa,in circ~mstances,if,after the date of death of the decedent,you personally Raid 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 affidavi't,and return this notice.The,Register of WiI,ls will examine the debts claimed and allow those which he determines to be,proper.The tax will then be reco·mputed and you will receive ~n amended aS,sessment of tax. THE THREE TESTS WHICH MUST Sf 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 an'd 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 p'ersonal 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 "l , , II TOTAL $ (attach separate sheet If required) COMMONWEALTH OF PENNSYLVANIA)n SS: COUNTY OF:.,.....-_ I,hereby certify that the foregoing 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. 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 $g SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__ ,REPORT OF REGISTER OFWILLS Date of Approval:_ Signature of Taxpayer Register of Wills }o""unn RCC-2 I ...~COMMONWEALTH OF PENNSYLVANIA DATE D~?~~~.....~?~...~?..~................. DEPARTMEl'~T OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BURF,:ltu OF COUNTY COLLECTIONS COUNTY ........................................................................................... j?APPRAISEMENT,/HARRISBURG,PENNA.17127 FILE NO................63..~71::::1Z..61 ............................... Whereas,.......................................~9..~...~.~.....~2~~.'...............................................................late of ..........NEW...E.AGLE.................................................................. in the County of ..............................~A$..tU;:.NG.r..QN......................................................................Commonwealth of Pennsylvania,having died on the .........................~.9t..h........................................................day of ...........No.vemb.e.r........................................19......71,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Frances Leo 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes .Tt h ..1N ..;..,+ho P";+~National BankMonon~ahelaOffice.Mo m·.::l.np.l ~$500.99 ~ Account No.054-4-361460.In the names of John L.Thorp or Mrs.Cavett L.Thorp.Opened October 20.1969.Balance as of date of death $1,001.99. TOTAL 500.99 "," '.. .. ... Appraiser....?44 ~.Cl:~.h~.f.lg~.<>.r.l.'r~~~y ~~':ig,!. (Number and Street) ·······Washington·······Pa·.············......···..·····..·......,(Post O!flee) Having been duly sworn accordinH to law,I do hereby certify that the above appraisement is made in con- formity with law on this ~.9.~day of p.:E,:g:ij:M.I:l:E,:~................................................................................................19 7.:1:.Frances Leo.................... Ill'>» WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J:QtIN ..L•..THQRP.'H'. Deceased. Late of NEW EAGLE Date of Death,~9.~~E,;~?9.."~.97.:L... Appraisemeilt Docket Vol.,'.. ..Page,.........N o....63~71~126L ...... .'¥ Filed .in Register's Office,H J9 .. Amount of tax due,$:. DEPARTMENT OF REVENUE Received, Examined and Approved, ryrote abo.ut Appra.isement,:~ Appeal f1'om Appraisement,.. Entered and charged,.•/';: ~ • Andrew J.Merva District Supervisor Box 105 House #28 Whitney,FA 15693 RCC-17I O-75) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 411 South Second Street Harrisburg,Pennsylvania 17127 December 17,1976 liQA(\lItJ..j......rfiJ /,.;L ?1t.o D.('tot""~""r Fd(.~'"11 ""(l~.J lC~(0 tit r F",It F~t.d ~It...00,,'r t(hot.el wh ~11 ~~ "1'~4 ~(;Y f1 III $..... Q9QI~ oWn..;)b1 bJ/1 //I Re:Estate of John Linn Thorp FileNo.99-76-358 Domicile:Louisiana.:- Date of Death:11-21-71 Dear Mr.Merva: Our records note that an inheritance tax delinquency exists on real estate situate in Washington County which was part of the sub- ject decedent's estate.The description of said realty is attached. We have requested the executor,by certified mail,to remit the inheritance tax and interest due within thirty days.In view of this time limit,we request that you give your prompt attention to the following questions: "1.Is the subject property still in the decedent's name?'I e.S 2.If the answer to number one is no,in whose name'is the property registered? 3.If the property has been transferred,when and to whom was it transferred? 4.Is the transferee (if applicable)a relative of the decedent? This request is in duplicate.Kindly return the carbon copy to us with the appropriate notations thereon,and keep the original for your fifes. DEA/ak If)trUlY..y.ours,(l /) ;(JdrvM(C!.~~ Donna E.Aument Non-Resident Inheritance Tax For:Robert C.Boden,Assistant Director Bureau of County Collections RepLl.{ro R-«A~~lI\T tl"\-/.:(..~CJ.7G, l<:fill.Rea.L fS-rnTe.TQ'f.."noTIces .KJe"~.Ser-r:-'Tfl The..'S,srep-r OFll\~Dec~d@"'T a fauL 'Vie..R"tlh ;?)CtRbett. as'10 E \lucC'~ST. ~14 oe."l'\'~f.I R '2...ffS (J 2.t SI ~i ~f\-PctuLI"tt.IS -rAe.01hef\.OWI1 ell of the.f).ndttJ ,J oed.\/l.\'t\'l'l'-t.s"rQ~ct Te~o","",V\e~W1 M..I~e F4/l~Cll\~I~Ic(.Ltt elM 't&,k~d..'t I,I R~Rf'.JWIJ'2.\{.~(tTCtILt\~~~el\tJCt;I~"'P"I(C(?FTltnS,C(<j ~~IJ.,.-:'.slAN~. 1;;::::------------~._------~---~.."""--~--<7 *' RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE No·8 11971 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX , mmmmalMJ!TWENTY-EIGHT and 56/100......--............................,........_-.........___ RECEIVED dollars MRS.CAVETT t.THORP ...Paying On Ind.Li~~resenting Pennsylvania Inheritance or From:s aTe Tax due from the following estate: CHESS STREET,BOX 55 Address 2%Tax on $$ NEW EAGLE,PEmiSYLVANIA 15067 500.99 30.066%Tax on $$, 63 ...71...1261 11...29...71 File No.Date of Death 15%Tax on $$ December 28,1971 -Date of Payment %Tax on $$- JOHN L.THORP Estate Tax,Act of Name of Decedent May 7,1927 $ liASHINGTON 30.06 County TOTAL TAX CREDIT $ Less five percentum of tax if Rem paid within three months after 1..50 Idateofdeath$ J Plus interest at the rate of I..'I 1/"'.__%from I to $ lfOO~[p[L~@illlfrn 28.56 SEA L TOTAL AMOUNT PAID $I I NOTE:This Triplicate Receipt to be retained lor oudit purposes.C........~fit{I R . d b '-...-.)!<."tA.J.I V·./:k,,"f\~£J I .,,"ecelve y ."".....I NOTE:In accepti~g the transfer inheritance tax an future estates,prior to the death of the Iif~""~(SignatjVl tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ,..'"""..( nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of th'e"~"X:;:;:,\.'Y-.JJ JJ C "./,,-d I i"life tenant or tenant for years whenever it appears that such additional tax may be legally due and \L~Title)collectible for any reason whatsoever.! 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