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Home My WebLink AboutOC1969-0916 - ESTATE OF MARUTIAKOFFICIAL !'!OTICE"OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURF,J,U_O.F ~OUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__OL_G_A_MA_R_UT_I_A_K _ 1019 BOULDER STREET CALIFORNIA,PENNSYLVANIA 15419---- Date:__.,!,!.J..!:!u~n~e-.:::!.3~0~,......lo!:::.9::t..:.6!:!.;9"--_ County __W_A_S_H_I_NG_T_O_N _ County File No._ Bureau File No.t3---67-f/£ We have received notice that,~xxxxxXXXxxxxxxxXXXXXXXXXXXXXXX on LI.19...6.9...,you came into ownership of certain property through . transfer from PETER MARUTIAK,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 ass.essed consists of:Jt.Sav.Acct.#7881 held in the PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANIA in the names of OLGA MARUTIAK or PETER MARUTIAK.Opened 8-26-60.Balance as of date of death,$469.60 appraised by the Commonwealth,as of the date of death,at $469.60 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three {3}months of the date of death of the decedent,or on or before Aug.24 19 69 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19 in the amount of 234.80$-------- 14.09 AMENDED ASSESSMENT $-<~.J......,i4-,......f_cJ_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid $TOTAL AMOUNT DUE }4.09 $I ~,J L3!? ASSESSED BY:_~.LL.:~~"'~4 L,c..ljJd::_·.Ldc:L:J..-dII!~'=::!~~L==~!!::!=d::L)'_ {Agent for the Commonwealth} INSTRUCTIONS TO TAXPAYERS Make checks or.moneY0fl;rder~sp~aYlablet07f:JJ~~-1;/To insure proper credit to your oceountt7'c..:::J this Official Notice must accompany your payment.Mai I or bring it to: ~LL#t:Il NJ..~,~1?"-m1f At{~ ~.46 ...5-0 /'tJ /AGENT fOR TilE ClIl1.rtUllYfAlTIl COURT HO.:sSi WASHINGTON,PENNA. {over} 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 paid,name and address of the person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title .,-1lo. 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 yalue 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 wi II then be recomputed and you wi II 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 p'roperty 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 handl ing the admin istration 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 required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _S5: 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 I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions I!s~ed aDove in the total amount of $" Date of Approva,l:__.-.;.,'""____ Register of Wi.lls Fonn'RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE "",..........A.uguS.t......12..,.......l.969...... DEPARTMENT OF REVENUE RESIQ..El\lT l.NHERITANCE TAX COUNTY .....Y!~.~~.!.~.~.!..Q.~......................BUREAU OF COUNTY COLLECTIONS ........... ,...APPRAISEMENT 63-69-916HARRISBURG.PENNA.17127 FILE NO.................................................................................................. Whereas..............................p.J~~T.~.R .....MABY..T~.A~..............................................................late of ...............................9..A!-.~.¥..9.~.~!.A ...................................... in the County of ....................WA.~.l:g~Q.T9.~.........................................................................Commonwealth of Pennsylvania.having died on the .....................................~.4t..h .........................................day of ......................M~y...........................................19...§..~.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I.W.R.CHANEY appraiser duly appointed according to law,.........................................................................................................................................an 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 Asset Values Made for Inherllance Tax Purpoles $ JT.HELD PERS.: Jt.Say.Acct.#7881 held in the PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVAN A in the name s of OLGA MARUTIAK or PETER MARUTIAK.Opene( 8-26-60.Balance as of date of death.$469.60 One-half taxahle 234 80 I .. .. Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this 12.th day of :::::::..::.::::::::::::~~:~~.~.:~:::::27:~.:::..::::~~~~'. Appraiser plumber and Street) .......................WASHING.TON.......................................Penna. (Post Ofllee) ...................WASHINGTON.........................COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETER MARUTIAK Deceased. Late of ·CALIFORNIA···········································.... Date of Death,~.Cl:y.?.~..L ..!.~..~.9 Appraisement Docket Vol.37I•...•.•..•..••••••.••••••...••• Page,No §~.~§.Q.=.~+..§. Filed in Register's Office,J3..'~::17..~19 6.9 Amount of tax due,$. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. \ f·