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HomeMy WebLinkAboutOC1968-1513 - ESTATE OF MARTINCICRCC-134 (8-65) •COMMONWEALTH OF PENNSYLVANIA .-D'!~ARTMENT OF REVENUE "BUReAU OF COUNTY COLLECTIONS INHi::-RITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SlrB'JECT~Ttl ADMTNISTRA TION J iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;!;;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii=iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;O;O;,il TO:_~U""""ST~I=N...;...A~M...;...._NU_NN~_ R.D.#1 ___AJELLA,PENNSYLVANIA 15312 Date:April 25,1969 County WashinitQn 63-68-1513CountyFileNo._ Bureau File No._ :7 7-/C3 -fWehavereceivednoticethat,a~:JxxxxxjXXXXXXXXXXXXXXXXXXXJCCCf'XXXXX uOln~~N~O~V~.~1=1:,OOtij~1~9~6~~~y;ou~came into ownership of certain property through •.transfer from JOHN MARTINCIC,Deceased. 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 property on which tax is hereby assessed consists of:Jt.Bank Acct.held in the MELLON _NATIONAL BANK,CANONSBURG,OFFICE ,CANONSBURG,PA.,in the names of JOHN MAR- TINCIC or MRS.USTINA M.NUNN.BALANCE AS OF DATE OF DEATH,$5,629,66 Acct.#5~64 $_.....;5::....;,~6:...:2:...:9....:.,....:.6...::.6__ appraised by the Commonwealth,as of the date of death,at $5,629.66 J~%of this amount is taxable at the rate of '?% r ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $-------- AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before 19 ,you may deduct a discount of 5%of the amount of tax due,or . o This tax became delinquent one year after the date of death of the decedent 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 $337.78 ..~~). ~::.\"~'.'.\.i..'_ *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 APPR AISED BY:~~~A:..."..g:~~~~- $ ASSESSED BY: 337 •78 $-==================--~~ (Agent for thf: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 bring it to: ,,_••1I >J(I.iHiE COMMONWEALTH COURT "'.:.WMHutGf0f4 PIIIIVw'.;~'•• Amount PaidOfficialTitle .'-."'"...'",,.,~"'.. Name and Address of PayeeDatePaid If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date pai.d,name and address of the person to w~om ~ you made payment,their official title and the amount.,/.. r: 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 person,al 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 if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: 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. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__ ". REPORT OF REGISTER OF WILLS Signature of Taxpayer 't •'•• ".:;,,":.:..~} ~.".;..../.~.' Register of Wills , I,the unde~~ig~~~,duly eJected.,Register of Wills in and for the above county,do respectfully report that I have allowe~..~Jons:~i.sted a.bove In'the total amount of $e Dateof'Appfoval,:,'.',,~~"i;'l' ., .'HPARTMENT OF REVENUE BuREAV OF COUNTY COLLECTIONS RARRISBtJRG.PENNA.17 1Z7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHE!!oITANCE TAX APPRAISEMENT DATE ~y l ..,l.~.§.~. COUNTY WA.$.~lN.91Q.N . FILE NO §.3.~.§.e..~.l..S..lI _. Whereas,J.IIJ.J.Q.H.N JMR.'J.'.1.:N.QIG.late of .. in the County of WA.S.HIN.QT.QN Commonwealth of Pennsylvania,having died on 11th November 68.the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~..~~.~~.~~.'!.,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 Description of Allet Value.Made for Inheritance Tax Purpoles $ JT.HELD PERS.: Jt.Bank Acct.held in ·the MELLON NATIONAL BANK, CANONSBURG OFFICE,CANONSBURG,PA.,in the names of JOHN MARTINCIC or MRS.USTINA M.NUNN.BALANCE AS OF DATE 0F DEATH,$5,629.66 (Account #5864)Fully taxable 5,62<66 , • , . Having been duly sworn according to law,I do hereby certify'that the above appraisement is made in con-formity with law on this./~day Of~d"if!.~::. ......·..··..········..·····~···..··iI~;;:;b;;·..~d···~""'..·,-_.. .....................~,Penna. U~Otlleel -- •o' ro'.~. ...........WA.S.a.J..Nt!.rQ~County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................................J..QRN.MAR.T.INCIC . Deceased. Late of Datc of Death,N.ovember llr ..1968 . Appraisemel!t Docket Vol.,7.. Page,1.6:3..~.9 No....6.3.~.6.8.~.1.513 . Filed in Register's Office,May -l-,·.J9·····.···69 Anwunl of tax due,$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement,. Appeal j,.om Appraisement,.. Entered and charged,. t :'-\,\.. • o ~__---.,------~~··-__v__:__7--f'~--~"..,--=-~----~-.-------~-----,----------.---.---.----~ ~~~~~~iEIllI.UIIl~~"'~~~~~~~~'j RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO.A033063 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX $---------~1I $ $-l $ 415.33 $ 20.77$ . $Jt.Ueld Bank A.·,...Cc:f!""'t.....:-------LOI 6,922.20 415.33 $$--------'1nI6%Tax on 2%Tax on %Tax on $_ Estate Tax,Act of May 7,1927 15%Tax on $_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ 15312AVELLA,PBNNSYLVANIA January 16,1969 Date of Payment ----------------1 JOHN MARTINIC Name of Decedent ---------------i 63 68"1513 11...11",68FileNo.......Date of Death -t Remarks: THREE HUNDRED NINETY.FOUR and 56/100 ~-•...••--...RECEIVED -'--dollars representing Pennsylvania Inheritance or' Estate Tax due from the following estate:From:USTINA M.NUNN;PAYING ON lND.LIAD. Add R.D.#1ress -; WASHINGTON County ---------------------1 394.56 TOTAL AMOUNT PAIDSEAL NOTE:This Triplicate Receipt to be retained lor audit purposes. $=======:,J a~,~#/~-Ve4~~). .Received by ;..'"I'~~C/ NOTE:In accepting the transler inheritance tax on luture estates.prior to the death of the life j;;,r~)(Signaturey),~'"....-. tenant or tenant lor years,as evidenced by this receipt,it is understood that'the Commonwealth sholl c:::'~.~;--'.?C,?~~...,/"'./// not be precluded or prevented from hereafter 'assessing additional Inheritance tax at the death of the ,~~.//19"~ life tenant or tenant lor years whenever it appears that such additiana~'tax may be legally due and---....,-;.L-------.,.(T::-i...,.tle-:)-I-#-----==-----·U collectible for any reason whatsoever.. I'( -~--.._~-----'-------------~ ..:... RCC,4 (8·68)'COMMONWEALTH OF PENNSYLVANIA •I DEPARTMENT OF REVENUE NO,A033064 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX i.ONE THOUSAND ONE HUNDRED FIFTY.TWO and 34/100 -..-.. RECEIVED dollars USTINA M.~TtJNN_PA.YING ON IND.LIAB.representing Pennsylvania Inheritance or From:Estate Tax due from the following estate: R.D.#1 Address 2%Tax on $lcct.AVELLA,PENNSYLVANIA 15312 Jt.Held Bank 20,216.51 1,212.996%Taxon $$ 63.68.1513 11..11..68 , File No.Date of Death 15%Tax on $$ January 16,1969 I--Date of Payment %Tax on $$ JOHN MARTIN¥XC Estate Tax,Act of Name of Decedent May 7,1927 $ WASHINGTON 1,212.99CountyTOTALTAXCREDIT$ Remarks: Less five percentum of tax if paid within three months after 60.'65 date of death $- Plus interest at the rate of __%from to $, - lYOO ~[p ~~@illlYrn •1,152.34 SEA L TOTAL AMOUNT PAID $...a/---;).e--~NOTE:This Triplicate Receipt to be retained for audit purposes..~cv-~~~i<~, Received by NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life (Signature), tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall j2e'J/'~~L -V 'YI~,nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the , life tenant or tenant for years whenever it·appears that such additional tax may be legally due and ..(Titl~)collectible for any reason whatsoever.\,. ...-. ,~,~--------~---~-_._-~-~-----~_:_-----~----------_._.- RESIDENT DECEDENTS FileNo 63-68-1513 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Nov••ber 26,19 68 Form RCC-4-RI-3-66 No.979134 Date Office REGISTER OF WILLS.WASHINGTON Pa. YASBIlIGTON County,ss:Received from (Mr••)U.tina N.MUnD,'.yinl OD Ind.Llab. ~fthe estate of JOHN MAR!IHCMJCI who died Moy••her 11 19 68,the sum of on THOUSAND THill HUNDRID MIOTY-MINI &20.IOOrrs, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: ~~~~~~!!!!!!!!!!!!!!!~!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!~!!!!!!!!!!!!!!!~!!!!!!!!!!!!!!!~~!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!~J ~s COMMONWEALTH OF PENNSYLVANIA NOTE:In accepting the transler inheritance tax on future estates prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. LrOOD [P)[LD ©£Lr[ NOTE:This Triplicate Receipt to be retained by the R.glater of Will.cm-lt-:~§~:'m~riCaI sequence for audit purposes. 13.64 1,412.84 $-------- IIOORE BUSINESS PORMS,IHC.,ELMIRA,N.Y. $===;=~::;::=:::;~= 1,399.20Total$_ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as =ended by Act No.381,approved July 11,1957,and Act No.207,1961.Section 302. SEAL I')!J~I..J,t .~. Amount of Estate Tax Assessed under the Act of May 7,1927. Add interest at the rate 0,...1 % from _ to _ Computation of Tax Tax on $5'Yo $ Tax on $10%$ Tax on $24,547.34 6."$ Tax on $I5'Yo $ Exemptions *$ Total Estate $ Total Tax $ 24,547.34 Less Tax Previously Paid (if any)$ Balance $ Less five per centum of tax if paid within 3 months after date of death $$,------ $ $,------- $,__~~----:--:--- $ Valuation Valuation $,------- $,------- Total J ~.Held $,__2_4.L...'5_4....;..7_.3'_ Rank Acct-$_ Total Date Date Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,_ ________19_.!:$================::. Estate Tax Assessments Date 19__$,_ ________19__.!:$================= Appraisements Made and Filed Personal Property Real Estate FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37Docket Page 163 Ijne 89 Estate of JOHN UARTJNClIECB: OFFICE,OF REGISTER OF WILLS W'..4SHI!WTON Pa. Date November 26 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 ,RUSSELL MARINO Register of Wills 1201 (gl.Act of April 9.1929.P.L.343.as amended.viz:-"To receive Irom Registers of WiIls alI duplicate re-ceipts for taxes paid to them by executors or adminis.trators and to charge the Registers receiving'the moneywiththeamountreceiptedlor.The original 01 each suchreceiptshallbesignedandsealedbytheRegister01WiIlsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shalI the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: I ToMRS.STINA H.NUNN R.D.II 1 AVELLA.PENNSYLVANIA L 15312 -/ -.J