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HomeMy WebLinkAboutOC1968-1523 - ESTATE OF PANAK JRIf . Form RCC-4-RI-3-66 ~g ,COMMONWEALTH.OF I'£NNSYI.VANIA II JlIESIDENTDECEDENTS File No.63-68-1523 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax WISHINGTON County,ss: No.979141 Dme neee.ber 2,68--=-...:::..!..19_ Office REGISTER OF WILLS,WASHINGTON Pa. Received from Mr..He1ea Panak t Plyi»,OD Ind.Llah. (~~m~Y~~ofthe estme ofL-......:J:.....:C:.:HN.:.:,..:.......:....P=AN:..:.:A=K..:.J,~J..:::R..:..._ who died Aup.t 31 19 68,the sum of TWENTY-FIVE and 90/100 - - - - - - - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed NOTE:This Triplicate Receipt to b.retained by the Register of Will.and filed in numerical sequence for audit purp08es. NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliIetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not 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 additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Estme Tax Assessments Dme 19__$_ ________19__~$====== Register of Wills 27.26 27.26 IIOORE BUSINESS 'ORIIS,INC.,ELMIRA.H.Y. $-------- $======== $------~_. $====== $------- $1.36 ,'.i ,',/",. Computmion of Tax 5%$ 10%$ 611 ~$ 15%$ / ,r Less Tax Previously Paid (if any) Tax on $_ Tax on $_ Tax on $454.36 -. Total Tax Exemptions *$============::. Balance Tax on $_ Total $2~•90 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28.1956,P.1.1757,effective June I,1957,as amended by Act No.381.approved July 11,1957,and Act No.207.1961,Section 302. SEAL ) Total Estate $_ Less five per centum of tax if paid within 3 months after date of death Amount of Estate Tax Assessed under the Act of May 7,1927. Add interest at the rate of %from _ to 37-165.... $,------ $------ $ $454.36 $ $,------ $. Valuation $,------ $,------ Total Valuation $454.36 $,------- Total Lf[R1D [pJ[LD ©£1f[E Date PaiiKAcct. DateJt.Held Real Estme Personal Property Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estme Valuation of Life Estmes or Annuities Date 19__ _________19__ fORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT .DECEDENTS. RECEIPT Docket 31 Page 16§jne ... JOHJ.'Il PANAK,JR.Estate oLf _ OFFICE OF REGISTER OF WILLS WASHINGTON, Date ____________--<Pa. Deeeaber 2.19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 RUSSELL MARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator. whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis- trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed bytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: I "I MRS.HELEN PA..tiU R.1).I 1 To--- L COAL CENTER,PlNKSYl,V.ANIA illZ~ RCC-134 18-65) COMMONW'~ALTH~F PENNSYLVANIA DEPA:kTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ".OFFICIAL liPTICE,OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJE'CT TO ADMINISTRATION TO:-....pMRH'_....S"""'.---RHE~l,!,;o.E1>~r.....,pF-dI\~J>~JAW'Kl,,----__ R.D.#1 COAL CENTER,PENNSYLVANIA----15423 Date:September 27,1968 County toJASHINGTON County File No._ Bureau File No._ We have received notice that ~JOJIm~.DJrOlticoXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on August 31 19--2..~you came into ownership of certain property through ](j~Imraf~m1t~ ~~x~~~transfer from JOHN PANAK,JR.,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.Sav.Acct.#10282 held in the PITT8BU~Cn Nl\..TIO~t'\..L Bl"..NK,Cl"..LIFORNI.\OFFICl!l,CALIFORNIA,PA.,ill the nanU~3 date of death,$454.36 appraised by the Commonwealth,as of the date of death,at $4_5_4_._3_6 _ 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Mev.30 19 eg you may deduct a discount of 5%of lhe amount of tax due,or D This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19 in the amount of *1£the'tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid 454.36$-------- 27.26 1.36 $-------- "i TOTAL AMOUNT DUE APPRAISED BY~'4:l..:...-....4-LL~~~~-- $:n .28 $-=============.. ASSESSED BY:-+~~~~~~~~!'-:...:..:.-=-:~.,u.::::..:..~--=--­ >(Agent for the Commonwealth) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: i530l 1,----\8_r )J _ If you have already paid this tax to an executor,administrator,attorney or Il!her personal representative of the decedent for forwarding to the Commonwealth,list below the date paid;,fulme'1Jnd address of the p~son to wh01Tl you made payment,their official title and the amount.~ Date Paid Name and Address of Payee r 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 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~fObligation Amount Paid 9 /~-/68"~~d:~.b"A/wt...?v.,Ah"(/"."Ir/;-C P .xrOJ ~d ..dA /11 f',~.*:;-:-:,; I (l p_OJI:~Jl.)fJ':'LJ-: I r)'a:"t- .TOTAL $?O.p.-O (attach separate sheet If required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF:Washington ) I •Helen Panak h b t'f h h f '"d f,ere y cer Ify t at t e oregolng IS a lust an true statement 0 funeral expenses and other debts of the decedent,John Panak.Jr.,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. PHylil~rtafiH'&OMtRTIi$c&y'~,blic California,Washington Co.,Pa. r 'G.-rV'l4·~f<,..o"1 My Commission Expires 29th DAY OFSWORNANDSUBSCRIBEDBEFOREMETHIS November 19~, OF REGIST"E'R OF WI •~I' I,the I,lndersigned,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 $--------0 Date of.Approval:~\_ Register of Wi lis DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.I 7127 ..'.'-COMMONWEALTH OF PENNSYLVANIA_.....~: RESIDENT-INHERITANCE TAX APPRAISEMENT DATE J.w.y Z5.1.9.6.9 . COUNTY W.§...~.h:t..ng:w.n .. FILE NO...9..3.Q.e.::l5..~.3... Whereas,JQ.bn Panka.,Jr.late of G.9.~.J,G.~.n.t.~.r.. in the County of W~.~.h.~gt..9.D Commonwealth of Pennsylvania,having died on the J..:L,~.t.day of A~.'!:1.~.~19.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,jf.•.R.C.ha.n~.Y ,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. Delcrlptlon of Allet JT.HELD: Jt.SavinEs Account held in the Pittsburgh National Unit Values $ Apprallement Made for InheritanceTaxPurpolel R~nk r.~1;fnl"n;::l ()ff;('!F!r.::tli fOl"nia -..vania ; n t.he ~......"""f'.Tt:lhn l-'an::lK'.Tl"or Ml"s Helen Panak. Tnt.::ll L.SL.36 L..r:,t 116 form~;V;;:~hb~':::~h~BW~~cco:}:!2:~a~o~e~..~~:~~~h~,~..~ab~vea~~~~i:~=~~ti~=;~el~~ Appraiser ................................................................................................................................................................ (Number and Street) ..........................................................................................................................................,Penna. (Post Ofllce) .......................WASHIN.GTON................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .................~9.~f.~~.~~.~. Deceased. Late of ........................COAL CEN.TER . Date of Death,A:tJmu:~t .3.1,J.9.9..$.. Appraisemel!t Docket Vol.,.. Page,..No.....9.?::.9..$.::!5..?J... Filed in Register's Office,4Y.J..Y ?.5..L .199..9 .. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal f1'om Appraisement,.. Entered and charged,.. ,;~. \. .~.