HomeMy WebLinkAboutOC1969-1102 - ESTATE OF KURNAL SRRCC-!,.34 (8-651
COMMONWEALTH OF PENNSYLVANIA
_...._.,.-.. • -~.EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
....
:OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
. ASSETS NOT SUBJECT TO. ADMINISTRATION
Date: __ ...JSJ.liei<.topu.t~emw.bbl.lei<.!r.........:!:1..=.1~, _,1:!:...9~6~9:__ __
County -----'WI.Iiak.lis~h~.ciDS~t~oan"'-------
___ Q.ANON SBURG, PENNSYLVANIA County File No. _________ _
Bureau File No. &.:1-C. f-II o ~ ;
We have received notice that, ~~mxxxxxxxxxxxxxxxxxxxmx:xxxxxxxxxxxxx
on July 2, 19_22_, )'OU came into ownership of certain property throug~~-
~~ transfer from, JOSEPH KURNAL, SR., deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsyl"vania 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. Bank Account # 3515, hedd in the
Sl oveni an Savings and Loan Association, Strabane Office, Strabane, Pennsylvania, in the
names of JOSEPH KURNAL, SR. IN TRUST FOR CATHERINE KURNAL, Opened 8-5-63. Balance as of
Date of Death, $ 10,327.32 ..
appraised by the Commonwealth, as of the date of death, at$ 10,327.32
100 %of this amount is taxable at the rate of 6 %
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
ORIGINAL ASSESSMENT
$ 10,327.32
AMENDED ASSESSMENT
$--J./;...._0__;;•..::;..5_..1_.7-:-~-:()
/. t f':?. d-O
AMOUN'T OF TAX DUE
0 If you pay tbe above amount within three (3) months
of the date of death of the decedent, or on or
before Oct. 2, 19 69 you may deduct a
discount of 5% of the amount ef tax due, or
0 T~is 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
619.64
---..JQ. • .2a.. ___ _
TOTAL AMOUNT DUE $ 619 • 64 $ . z;,s-6
ASSESSED BY: -~#-~~
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orde~ayc to: _ ~o insure proper credit to your account ~ is OHicial Notice must accompany
/';:::) your payment. Mail or bring it to:
vel. 7:/.s-o ·
1?~tl ~~ ~'¥~' "R~Ir N.A.~ G~ <1.<3 ;I
(JJJ J, J ~bY ·(over)
~ 3-~f. //d :L
Mo~.b~·· dlii Hl£ COI'J1MONWEALTH
COURT HOUSE
WASHINGTON~ PENNA. .. -,.
;ziC/ / _,#oa/a ~
~----~-----------------------
If you have already paid this tax to an executor, administrator, attorney or other personal representative of the
decedent for forwarding to th~ Commonwealth, list below the date pai.d, 'name and address of the person to whOJ11
you made payment, their official title and the amount. ..--· <..;;-,."'-!
.:...-•
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 recomp.uted 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 oth.er transferee. · ·
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
7/IP./1-.Q Mnrin I !).,. Ann.,.ln_MnrhJ! '_V_ Fun~rnl ~xn~nc;~c; 1 ~SQ nn 'r. . ~1:1-FRQ':I .:___~am.i.lo¥-exemi')t-i-en 009700 ::;\;
/-Tl'-= /. . A-t-teme.v...!s-fees 25.ee-. • 1~11;:):
' I I IV\alone> Flower Shoo Flowers :for funeral 2i3.00
I I Mo~i~-1)~ Anneln Ambulance 35 00
I -. St Patrick's.Church Burial of Joseoh Kurcal 195.00
f -. · . -t(;:}r~goo:::;::o y-, . :n. /:\&--II . IU '"'' y (
\ \
~I /f!..b .AUP .J.oj~ 0
'
J L_ C-? ~
/ ~"' .
TOTAL $ 4. 0~/ ,IJU
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF: ___ W_a_sh_i_ng=-t_o_n __ _
SS: ~·
I, Catherine Kurnql hereby certify that the foregoing is a just and true statement 'of
funeral expenses and other debts of the decedent, Josehh Kurngl 1 Sr, , for which I
was I ega lly responsible and which I did pay out of the property erei 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.
Jtfd/ DAY OF
/ ~~uq<» J:vV>/~
C. Si gl\atur~ of T ~xpayer atne-rme K.urnal
Canonsburg, Washington Co., Pa~ 15317,
My Commission Expires March 10, 197l. . 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$ --------o
Date of Approval: _____________ _
Register of Wills
Fonn RCC-2
$.11 ~-,~EPARTMENT OF REVENUE
-BUREAU OF COYJNTY COLLECTIONS
HARRISBURG, PENNA. 7 7 7 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
-~. APPRAISEMENT
DATE .................. ..9..~.~.<?.~.~-~----·~-~ .. }_?..§.?. .................... .
COUNTY ............... ~~-~-~-~~-?,-~·-·-··································
FILE NO •................ §?.::.§.?.:.~~~---······-···-······················
Whereas, ....................... ~Q~~.Ph .... ~~-~~---···················································· .. ························ late of ................... q_~.I}~_I}.~-~-~.8. ...................................................... .
in the County of ........................ ~~-~~~-~~-~~ ............................................................................... Commonwealth of Pennsylvania, having died on
the ........................ :? ... n<t ........................................................ day of .................. ~~1. ............................................... 19 .. ~~---·• seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ....................................... ~.~~-~ ..... 9.~.!.1.~ ................................................ : ........ , 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 Auet
JT. HELD:
Jt. Bank Account #3515, held in the Slovenian Savings
and Loan Association, Strabane Office, Strabane,
Pennsylvania, in the names of JOSEPH KURNAL, SR.
IN TRUST FOR CATHERINE KURNAL.
<i
' ~ I
v
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"F· . w
Unit
Values
$
Appraisement
Made for Inheritance Tax Purposes
10,327 32
I
Total 10,327 32 ! J-------------------------------------------------------------------------r-------H----------+----1
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WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
··························· ·--~-~-~-~----~~~AI.-~ ..... ~~-~---······························· Deceased.
Late of
.................................. C..!.NONS..OO.RG .................................................. .
Date ~~ . Death, ........... .J.~Y. .... ?..I. ... j9, ........................ ..
Apprazsemel!t Docket v ol., ..................................................... .
Page, .. //...~ .. ~ ................. No ..... Q~.9..9~.l.l.0~ ........ .
Filed i1~ Register's Office, .9.~-'?.t.?~:r. .... $~ ...... 19 ... 6.9.
Amount of tax due, $ .................................................................... . 'I
DEPARTMENT OF REVENUE
Received, .................................................................................................. .
Examined and Approved, ........................................................... .
Wrote abo.ut Appra-isement, .................................................. .
Appeal f,.om Appraisement, ...................................................... ·
Entered and charged, ................................................................... .
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