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HomeMy WebLinkAboutOC1969-1124 - ESTATE OF KOLESARForm RCC-2 1969 COMMONWEALTH OF PENNSYLVANIA DATE October 8, .. .......................................................................................... ················ ~>DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ................... Wa..~hi.oo.t.~m ................................... ' COUNTY BUREAU OF COUNTY COLLECTIONS APPRAiSEMENT HARRISBURG, PENNA. 1712 7 FILE NO ..................... §.?.::?..9.::g.~·-·······-························ Whereas, ....................... Mr.~.~----~~r.Y .... K.;9.+..~~~r. ................................................................... late of ............................... ~~-~~~~---························································ in the County of ........................... W.~.§b.i.pgt.9IL ......................................................................... Commonwealth of Pennsylvania, having died on the ................................ l3 ... t.b ............................................... day of .................. ~.~~-~~~~.r. ............................. 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... w..~.~--~ ..... 9.h?..~~.Y. ...................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable app_raisement 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 Inheritance Tax Purposes $ JT. HELD: Jt. Held Savings Acct. #25146, held in the PITTSBURGH NATIONAL BANK, WASHINGTON OFFICE, WASHINGTON, PENNSYLVANIA, in the names of ALBERT KOLESAR or MRS. MARY KOLESAR. 287 12 . ' Tota 287 12 fonn~;•!;:fhb~: ::~!w~~~~~~· ~.~ 0~e~~~":=r~is~is;i~~ Apptalser ~~~~~· ,;:;., .......................... .W.M?.JiJN.G'I.'.9~ ....................................... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .... Wi§.! ..... M.A.IiX .... l.\.9~.~--················································ Deceased. Late of ..................... , . .A.~~ ................................................................... . Date of Death, ..... ~.~.pt&m9..~;r. .... l3.J ... ),9.f>.9 ............ .. Appra.isemeHt Docket Vol., .................................................... .. Page, ................................................ No ... ~?..:-.~?.~~~4: ......... .. Filed in Register's Office, .. .Oc.t.9?.~:r. .... $.J ... J9 .. 69 .. . Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, ................................................................................................. .. Examined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, .................................................. . Appeal f1'o.m Appraisement, ..................................................... . Entered and charged, ................................................................... .. \ I' RCC-134 (8-65) ' .• --C9/,IMONWEAL TH OF PENNSYLVANIA -· lYE-PARTMENT OF REVENUE BUREA~OUNTY COLLECTIONS INHERITANf:E TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT T.O ADMINISTRATION J TO: ALBERT KOLESAR 85 CARlO DRIVE Date: __ ___!SO!.lie;tJ~op~t~em!!!obe~r-J~0~,_.1!!:..oo9~6:L9 __ County ___ ...:..W:.::a:.:.sh==ing::E..to:..:.:.:n:...._ ____ _ _ ----~.W~A~SJiiNGTON, PENNSYLVANIA 15301 County File No. _________ _ Bureau File No. _________ _ Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers ore taxable and the liability for the payment of the inheritance tax due is imposed u:>on you, as transferee. The property on which tax is hereby oss.essed consists of: Jt. Held Savings Acct. # 25146, held in the PITTSBURGH NATIONAL BANK, WASHINGTON OFFICE, WASHING'ICN, PENNSYLVANIA, in the names of ALBERT KOLESAR of MRS. MARY KOLESAR~ Opened 7-21-65. Balance as of date of death, $ 574,24. appraised by the Commonwealth, as of the date of death, at $ 574.24 50 %of this amount is taxable at the rote of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the obov~ amount within three (3) months of the date of death of the decedent, or on or before December 13, 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 rote 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 rote of 6% per annum until paid ORIGINAL ASSESSMENT $ _ ___:..287:;:..:...:.;.12~---- 17.23 .86 AMENDED ASSESSMENT o1f"l I~-. $-------~------ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~~I\ NJ-W-v-o, ~ GJ./l3J {!)J. 1t/9iJ. td-t 1-//~ fl (over) To insure proper credit to your account this Official Notice must accompany :'our payment. Moil or bring it to: .. -' I .. -· : If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth,Ciist below the date paid, name and address of the person tb whom ~· you made payment, their official title and the amount. . ;~"".:. Date Paid Name and Address of Paye~ 'J Official Title Amount Paid Under certain circumstances, if, after the date o f death of the decedent, you personally paid funeral expenses erived from the property herein taxed, such amounts expended oss value of the property in the computation of tax due. If any or other just debts of the decedent, with funds d by you may qualify as deductions against the gr such expenditures meet all of the three followin g tests, it is recommended that you itemize the payments below, he Register of Wills will examine the debts claimed and allow execute the affidavit, and return this notice. T those which he det.ermines to be proper. The to x will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET AR E THAT: -1--You-were personally-legally resP,onsibl"e for these debts, and 2-You actually paid these debts out of the ace ount 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 dling the administration of the general estate of the i personal representative of the decedent han deced~nt or any other transferee. · sc HEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid . --.. TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE ) I, he reby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decede nt, , for which I was legally responsible and which I did pay ou t of the property herein taxed. I further certify, that to the ebts will not be claimed by any other person, for inheritance best of my knowledge and belief, these same d tax purposes .. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF 19_. Signature of Taxpayer ' .REPOR T OF REGISTER OF WILLS I, the undersigned, duly elected Regi.ster of Wi lis in and for the above county, do respectfully report that I have allowed ded·uctions li-sted above in the to tal amount of $ ------" Date of Approval: -. ... Register of Wills