HomeMy WebLinkAboutOC1969-0800 - ESTATE OF WIENIEWSKIForm'RCC-2..-~,...
DEPARTMENT OF REVENUE..
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.1712 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT VNHEltITANCE TAX
APPRAISEMENT
DATE Iuly B..,I.9..6.9........
COUNTY WA$.BIN.QT.Q-N .
FILE NO ?}..:..§.~.:..~.9..9..!---------------......-------------------I.----------------I
Whereas,W..~.~N.A W..~.~NX~W.$.~~I late of ~~.N1'.b~.¥.y.n~.1~.
in the County of JiA.$.JH.NQ.'r..Q.N Commonwealth of Pennsylvania,having died on
the 3rd day of May 19..6.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,:w...~R.~9.H.AN~.¥.,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.
Description of Asset
JT.HELD PERS.:
UNION BANK &TRUST CO.,BENTLEYVILLE OFFICE,BENTLEY-
VILLE,PA.,in the names of WILMA WIENIEWSKI or
ANTHONY.Opened 2-45.Balance as of date of death,
$1,283.91 One-half taxable
t:
Unit
Values
$
Appraisement
Made for InheritanceTaxPurPOleS
641 96
.................................WASIU.NGT.QN.............COU1~ty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...w...l.LHA W.J.~N:I;.~W.~K:I;.
Deceased.
Late of
13.~.~!..J.:.~XYr..J.:.!-~.
Date of Death May 3,1969,.
Appraiselllel!t Docket Vol "7",·········0·.
Page,No.63-69-800................................................
Filed in Register's OfJice,~.~~.r.~.?19 ~..9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,.
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COMMONWEAL TH OF PENNSYLVANIA
-':.:..D.Ef'AIHMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF-';;~iERlfANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
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TO:__A_N_TH_O_NY_W_I_S_N_IE_W_S_K_I _
100 WHITE STREET
BENTLEYVILLE,PENNSYLVANIA----15314
Date:M_a....,:yi:.-1_9......:,:...-1_9.....6_9 _
County __W....;,;A:.;..S::...:H:.:.:I==N~G:...:T:...:O:.:.N=--_
County File No.-=-_
Bureau File No.__t._E_'-_'!-f_-_9._d'-O_'
We have received notice that,~
on May 3,19-6.9 you came into ownership of certain property through
transfer from WILMA WISNIEWSKI,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jt.Sav.Acct.#1685 held in the
PEOPLES UNION BANK &~TRUST CO.,BENTLEYVILLE OFFICE,BENTLEYVILLE,PA.,in
the names of WILMA WIENIEWESKI or ANTHONY.Opened 2-45.Balance as of date
of death,$iTttixt;x $1,283.91
appraised by the Commonwealth,as of the date of death,at $1,283.91
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
641.96$------.--$--------
AMOUNT OF TAX DUE 38.52
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before blJ 8_319 69 you may deduct a
discount of 5%of the amount of tax due,or 1.93
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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
$38 •52 $;;::::=:===============._
ASSESSED BY:_......~~...::5i:::=...::::.:.:..-=.....=~~;...:~-~=='=---
(A;fltfOftheCOlTmonwe aIth)
TOTAL AMOUNT DUE
APPRAISED BY:=~-A..-.L~~~~::::=--
t 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:
(over)
AGENT FOR THE COMf!lCJt~~AtrH.
COURt mLSa
WAS1!l;.a:'l ..l~i"Cli.Jt
If you have already paid this tax to an executor,administrator,attorney or other personal representativi of.t~
decedent for forward ing to the Commonwealt~.Iist,below the date paid,name and address of the person to whom
you made payment,their official title and the ~mou~r <.·--~f-
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 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 wh ich I
was lega lIy respon sible and wh ich I did payout of the property herei n 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__
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
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