The URL can be used to link to this page

Home My WebLink AboutOC1969-1110 - ESTATE OF KOCEVARRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEJ;'_.ARTMENT OF REVENUE ,!IUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTIC~ OF. INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO: __ --~.:..F ..... I.Ou.Rw"E:o&.IN~C.uEOL...-J:Kio.AQC.u.&.aOEVI..&..QA.u.R ___ _ Date: ---'A"u"g~\l~S~t-6o...r-, -:il~9"6~9J----- 536. McKEAN A VENUE County __ 'W_A_S_H_IN_G_T.;_O_;_N _____ _ County File No. _________ _ Bureau File No. __ &_3_--_t._y_-_l_~_~_o_ 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. FLORENCE KOCEVAR or ROSE KOCEVAR. Opened 5~13-69. Balance as of date of death, $2,107.00 appraised by the Commonwealth, as of the date of death, at $ 2 '107 • 00 100 %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 ~f deat~0f the decedent, or on or before ct • 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 ORIGINAL ASSESSMENT $ 2,107.()0 -~---'----- 126.42 --_..6J..2 ____ _ AMENDED ASSESSMENT $------------- TOTAL AMOUNT DUE 1 26 I 42 . $ ~===============-- ASSESSED BY: ----L~.=~:;.....=..:_;:_=--=-)l:~_:;;_·~-~'----'='---$ {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: - J If you have already paid this tax to an executor, administrator, attor other personal representative of the decedent for forwarding to the Commonwealth, list .be.low jhe date po , nome 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 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: l-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 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 \. '· -l 1 ~ I I .. , . ;.·.t REPORT OF REGISTER OF WILLS . ~:··~ . . . I, rhe··'hndersigne~;.(!ru[y~efecte·d· Register of Wills in and for the above county, do respectfully report that I have allowed deducti~ns listed above in the total amount of$ ~ .• r· .• Date of Approval: ______________ _ Register of Wills Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE OCTOBER 3, 1969 DEPARTlU:NT OF REVENUE -B.)JREAU OF COUNTY COLLECTIONS ..:=: , L.. ~ ... RESIDENT INHERITANCE TAX COUNTY ... ~~.§~.~.~2.~.2.~ ....................................... .. HARRISBURG, PENNA. I 7 I 2 7 APPRAISEMENT FILE NO ........... ~.?. .. : .. ~ .. ~.:..!.!.!..2 ........... -.................... .. Wherea~, .................. R9..~~ ..... K9.9..~.YAR ................................................................................ late of ............................. ~.~.~~~.~.?..~ ........................................... . in the County of ............................ W.A.S..H.lNG:.T.Q.N ................................................................. Commonwealth of Pennsylvania, having died on 20th July 69 . the ................................................................................................ day of ............................................................................... 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. R. 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 P·::>ssession 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 Auset Values Made for Inheritance Tax Purposes $ JT. HELD PERS.: Jt. Sav. Acct. #17916 held in the PITTSBURGH - NATIONAL BANK, CHARLEROI OFFICE, CHARLEROI, PA., in th names of FLORENCE KOCEVAR or ROSE KOCEVAR. Opened 5-13-69. .Balance as of date of death, $2,107.00 FULLY TAXABLE 2,107 00 ., l ' . . I ' Having been duly sworn ac~oraing to law, I do hereby certify thij \:h~~bpve appraisement is made inffi9n- formity with law on this ....................... ~ .................................... day of ....................................... ::!!:u...?.~~........................... 19 ................ .............................................................................................. ~~"""""""" App lser . . ................................................................................................................................................................... (lfumbor and ~rNt) WASHINGT Penna . .......................................................................................................................................... , (Post OfBee) . ' :..• ................. WASHI.NGT.ON...... . ......................... Cou-nty RESIDENT INHERITANCE TAX APPRAISEMENT Estat.e of ROSE KOCEVAR ································································································································· Deceased. Late of CHARLEROI Date of Death, .............................. J..:Y.l.Y ..... ~.Q., ...... l~.§.~ AppraisemeHt Docket Vol., ......... ~ .. ~ .................................... . Page, ............................................. No ..... ?.}.:::.~.~.:.!.!.~.9. ... Filed in Register's Office, ........... Q~.~ .. ! ..... J ...... 19 .... J5..~ Amaunt of tar due, $ .................................................................... . DEPARTMENT OF REVENUE Received, .................................................................................................. . Exa.mined and Approved, ............................................................ · Wrote abo.ut Appraisement, .................................................. . Appeal j1'om Appraisement, .................................................... .. Entered and charged, ................................................................... .. . .., ..., ...., • I .1 t . _) - -. p