HomeMy WebLinkAboutOC1969-1088 - ESTATE OF PAVLAKI,.
,.
RCC-134 (8-65)
COMMON-WEALTH OF PENNSYLVANIA
DEP.ARTMENT OF REVENUE
MREAU OF COUNTY COLLECTIONS
{;) INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND AS~ESSMENT OF
ASSETS NOT_.Sl,)~J~CT TO ADMINISTRATION
/
TO:~' ____.MJ~?·.,'--l,;Fw',Di.l:l\~AAu.HD&L..JP....:l.uiVULiu::,A.u.K ______ _ Date: __ ____:,;A:..::W~':t~H::.!:.t:...._..:.6.L, ...=1::..49~69~---
County --~W~a:!:!s~h!:.::i~n:.cg~to~n~-----I BOX 147
__ ...:;:D:.:.AI.SYTO\\'N, Pr:NNSYLVAtliA 15427 County File No. _________ _
Bureau File No. C.J-~ 9-/O cf <J
W~ have received notice that, ~~~~{fj,g~_,Jt!.\!OlJOC"X){'YX)':XXYXXXXXXXXXXXXXXXX'l<XXJ:-'XXXXf(JQ'"·goQ<XXX
on ' July 1, 19 69, you came into ownership of certain property through lii.QnK<ifC~ID.Yt_Y._bl~sli!:p.T.:wtti~hx
wU1£~e.rly..XcY.WM.den;p:t:b:e>:d'c~ed.eiU;::X. transf'er''from, l~r .. Protos Pavlak, deceased. i I i Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable 1
and the liability for the payment of the inheritance tax_ due is· imposed' upon you, as transferee. ,t
The property on which tax is hereby ass.essed consists of: Jt.,. Held Savines Account # 8162, he) d lq
..... i.wn~t<.l.hL.....4-P"'"H~.t~.~.~s .... h.u.t.u.l r-eg,.l.Jb_.I.LNa::~oo±r..... ,.u.· c.~.~..m~.~::a:..l.1--J;l.Bacun.l.l·k:!...,!s.,_· ...~.ol :""a...1.1 ...1.i .ufowrL.:.l·n.u· i...<::a~oJ;..r.~...r,.w· •"';,tt>_:.,,---L..C.i;i.r:...I..J J..; fi,;.lr~o~ll~Ji.aa..,.: -'Pi.:· e::::!nn~. s~y~l:...:~.v~a.n!..:;J.a:!:!:. ~·L..-:i:!!n._t~h~. e::.......!nl!;mr~n:.gs __
f.t ...!o!!Ufb........!:l•f..._r...a.•~F~~d!ol..>i.!.!"'~~r..lo.d~.,...,~..P..:.a..li.V.I.ll P;.o,~J:......i ~ou.,..~HJ.:.'r.;:;.f' ..... • ...:..!'Fi:....~•.:.~.o!..Lt.:l,.!c.us-'rl..:.,j) i:wWu-l~...:.":>~k-._....JO...qp[oo!.!:ean~.~:e:.ud.......:.l.~;e!Qjpt~. ewmh.!l..l..l:, .. ~r_l.L..:';l..,'> s,.._Jl..:;l9!.!.l61..1.1..._. ---lR:u:alJl...!:al!ln'-Cc.e.e..JA~~s........c"u.f___ ~
Date of Deat.n. $; .11)1.00.' ... , ··· ~.. ~ k f;
appraised by the Commonwealth, as of the date of death, at $ _--:!.5..z..;l::;;5~1::.!.~0:..::0:...,_ __ _ f!
II 50 % of this amount is taxable at the rate of 6 %
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before Oct •. l 19 69 you may deduct a
discount of 5% of the 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
*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
APPRAISED BY/g .• e c7{,R,,
(Inheritance Tax Appr0r)
$
ORIGINAL ASSESSMENT
$ _..::::..2•u5'-1...75"-~' •I...L50~--
154.53
---_7~7] ____ _
154o53
AMENDED ASSESSMENT J
~~
$ -i--=S....,;:;,7...,;;_.5.__,:-~S'-o __ 1: .{, .3? .1-t/ (.}
.,.; 0 3. /0
--~/_.?.__.:. /;......!1"----~
~ ~ ~
. ·~ ---_,..£_/----.:...·· ~
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
1?~11/IM~,~
r;tJ/LJ ~~s~( ~ 3 1~ 11
~~c."".#os-;oo 8
..J€;7/ ~t_ /?t, f ·-
(over)
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
AGENT F~"" T ~ ~., t'ii-5·~ ·v• .-..•
c-:u ~ ;;; ~..:
' •!
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 te, whom
you made payment, their official title and the amount. .,, .. . . . '
Date Paid Name and Address of Payee :; ~ -)Qfficia I 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 tha't 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
7-f-(,/ '/dol 1/. /) /1/ k "-' :r. A.--vu-4 fh-E -/.:-.VC:fi! ,4/ __j£ /< 1/ I C_( _. /., 7/ u-:, 0 0
tj-f-t f !0 1/.-... ~ /-/J!trll/f}"' .~.o~J cc,. m,., c/ // /), rAJ,;: ...5/CJ. 00
'7-..1-t.f P/C. tcLr ,Ciu /Jc;~.s /-,1 c 41 c--eJ' 11.:7-j/o
_2-f/-t! t'it/~clf I. c:ei ~~r..f'cS ,to hA//~AL £A' //e AJ.s .r .s de. 6 ~
"?-¥-cf ~~/~/-"' /rP /, .:a. .U Ah'a U ~ ?.a_ ·.r.c~' J''-. od -.
TOTAL $ _/. .J 7:1. V'o
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
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 pay out 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 ___ .
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
hove allowed deductions listed ~bove in the total amount of$ 0 •. ~ . .. .·· . ... . . . . . -~ ... ; Date of Approval: _________ .,._ ___ _
Register of Wills
RCC-134 (8-65)
COMMONwEALTH OF PENNSYLVANIA
DF,Ii'ARTMENT OF REVENUE
BIJREAU OF COUNTY COLLECTIONS
;. INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASS.ESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: __ ~MI~ss~EuV~EL~XNUL~P~An~,A~K ________ __ Date: ___ __:A:.:u~g~u=.:st~6:z.., -=1~9:...:::6:..£.9 _____ __
BOX 147 County ---~W!.!!A~SH~I~N~G..,!,.!TO~N:L-____ _
___ .DAISYTOWN I PENNSYI.VANB 154.27 County File No. _______ _._ __
Bureau File No. ---={,:....3;....-_i_f_-1_6_~ (_( __
~e have received notice that, ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
on July 1 19.22._, you came into ownership of certain property through~®c~~lOOc:XXXX
~~M:«<OX transfer from, MR. PROTOS PAVlAK, 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. Held Savings Account # 7648, held
in the Pittsburgh National Bank1 California Office, California, Penns;1rlvania Held
in the names of Miss EvEllyn Pavlak or Mr· Protos Pavlak. Opened November J 2, 1959,
Balance as of Date of Deat.h, $,2,288,17
appraised by the Co'mmonwealth, as of the date of death, at $_--!2~,u;2ill.8!508~ .... 17.L--__ _
50 %of this amount is taxable at the rate of __ 6 __ %
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
0 If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before Oct. 1. 19 69 you may deduct a
discount of 5% of the amount of tax due, or
0 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 until
paid
TOTAL AMOUNT DUE
APPRAISED BY#~./~. ~~~i£-~~
' (Inheritance T a
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$ -~l.z.::, l::::J4~4.:..:• 0::..~;9 __ $---------------
68.64
---_ _),!..4] ___ _
68.64
$ $ -===============-~~
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
1?u..mn AU~,~
~ t9..~Y
~.1../1· r2~/9t.J
(over)
To insure proper credit to your account
this Official Notice must accompan~·
your payment. Mail or bring it to:
-1(wm/1AU~
AGENT fOR THE COMMONWEAlTH
COURT HOUSE
WASHINGTON. PENNA. 1530J
~Ao0/oo;
...
.·
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 whom
you made payment, their official title and the amount. •x_
• 0 • t I .... ~
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, su.ch 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:
l -':fou wer_e persona~ly 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 debt~· 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 required) . . .
COMMONWEALTH OF PENNSYLVANIA)
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 pay out 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 __
Signature of Tax payer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I
hove allowed deductions listed above in the total amount of$--------..
Date of Approval: ______________ _
Register of Wills
/
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F~nn RCC-2
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHEIUTANCE TAX
APPRAISEMENT
DATE .......... : ... ~.~.P.t~.ffi.Q.~ . .r. ....... 7..Q .. ,. ........ ~ .. P .. 9. .... .
DEPARTMENT OF REVENUE 'I'
BUREAU OF COUNTY COLLECTIONS ;-COUNTY .............. ~~-~.?..~.~~-~ .. ?..~·················-·············
HARRISBURG. PENNA. 1 7 1 2 7 FILE NO •..................... ~.~-=-~--~.:J..Q.~.~-··········-·············
Whereas, .................. Mr ......... Pr.o . .t.o.s ..... Pa:v.lak. .......................................................... late of ........................ D.ais.ytow.n .............................................. .
in the County of ........................ W~.s..hin.gt.o.n ...................................................................... Commonwealth of Pennsylvania, having died on
the ...................................... l .... s.t ......................................... day of ........................ J..u~y...................................... 19 ..... 6.9 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, WAR. Chaney , an appraiser duly appointed according to law, ................................... . . ···································································
haying 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 Deacrlptlon of Asset Values Made for Inheritance
Tax Purpoaea
$
JT. HELD:
Jt. Held Sa vin.Jts Account. heln in t"hP
Pittsbur~h Natioanl Bank r.:~lif'nrni~ fH'f'i,..~
California Bennsvlvania. in the name nf
Mr F.nw:~rrl "P:~"l:~k nr M~a Prnt"n~ P:~ul ~k 2 _c; 7 _c; _c; ()
Jt.. Held SavinP"s Ar.r.t" "h~l~ ;.., t-"h~
Pittsubrgh National Bank, California Office
California, Pennsylvania. in the names nf
Miss EvPl,r.., Pavlak n.,... \..f,.. n ... -... ~-P,::tvl:~k 1 144 ()Q .,
.1. 71 q _c;o 11 .,, Q c;n
7
.,
Total ~ . 71 q _c; (1
fonn~·:~hbl:": ::~~w~~~j'~~~: ~:; :r~rt;~~&ov~~;i":~~i":~i~
.Z ppmtser
···············~ ~ .-(Kumbet' and Street)
......................... ·······-·················································································• Penna. (Post Ofllee)
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....................... WASHI.NGT.O.N ................................... . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................... NR .. ~ ...... P.R9..1'.9.$. ..... J.>AY.I.-.AK .............................. .
Deceased.
Late of
............................................. DAISY.T.OWN .................................... : ...... .
Date of Death, ......... J.uly ..... l., ..... l9.6.9 ....................... .
AppraisemeHt Docket Vol., .............. ~.7 ................................ .
Page, ................................................ No ..... §.~.~ . .E?..Q.~.l.Q.e..a ..
Filed ill Register's Office, ... Se.pt .•..... 2.9 .. , .. 19 .. 6.9.
Amount of tax due, $ ..................................................................... .
DEPARTMENT OF REVENUE
Received, .................................................................................................. .
Examined and Approved, ........................................................... .
Wrote abo.ut: Appra-isement, .................................................. :
Appeal jMm Appraisement, .................................................... ..
F.ntP.red and· charged, .................................................................. .
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