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Home My WebLink AboutOC1969-1142 - ESTATE OF BEROUMASI RCC-134 (8·15) COt..~o\O"'WE}L TH OF PENNSYLVANIA tltPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .;: INHcf11TANCE TAX DIVISION ... OFFICIAL NOTICE QF IN)iERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION / J TO: -=CA~THE-=--!!iR __ INE--,--.,=KAF...,.....· .....,K!LAS,........,..,.~=-----Date: ___ ....::A::.tf~r-=i-=l....;J::..·t...~ ....:1:..:9:..:6:..:6 ____ _ 1346 AlU·BTROlfG DRIVE MJNONG}.dELA, PErotSYLVAIUA ---- County ___ W_AS_~·i_TN_G_'T_ON _____ _ County F i I e No. ----:-----:-~-----, Bureau F i I e No. __ bY;..... _-_6-tf.___·~...;.../...;...'/...LI4_~ ...... ~'- / We hqye receivid notice thru, as a result of the death of __ ......:..:M!R=l=-=&=ll::::'R:::O:..::.UMA:.=S:...· ------------ on ~~:.ll"tl~f ' 19 __ 6 5· , you came into o"'nership of certain property through right of survivorship, which was formerly owned by the decedent. 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 assessed consists of: Join~ Savi.ngs Acco-.mt !/24S90 hold in t£J..LOti NATI0!1AL BAW!. & TRUST CO~·:Ph.Ir.{, HOliTISSEN OFFICE, lf.>Mi'SSP.N, PEmm!!NA~IA. in th~ nam$s of MARY BA?.OUMilS or CATHERINE KAFKAI.AS. ~enad Dece!®er 271 1956. Bal.e.nee as ot dat<J appraised by the Commonwealth, as of the date c·f death, at $ .3~l4Z.50 50 % of this amount is taxable at the rate of 2 % 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 . 19 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 ratei}6% ~the tax per ~num is also due as of * ___ n_e ____ _ 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 annurr until paid TOTAL AMOUNT DUE APPRAISED BY: _U__:'l,:..._.· L..:./ll-=e:.....:h..::::.1:_....-...,q.'n:...._uz/_:t_jJ~- (Inheritanc ax Appraiser) ORIGINAL ASSESSMENT AMENDED ASSESSMENT 1,571.25 $---------$---------- .so $ nt for the Commonwea INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable. to: (over) To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: AGENT FOR THE COMMmh.J::.At. TH COURT HOUSE WASHINGTON, PENNSYLVANIA If you have already paid this tax to an executa!, administrator, attorney or other personal representative11ofthe decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person~ w-hQgJ you made payment, their official title and the amo~n~. •· ... ·"', .. Date Paid Name and Address of Payee Official Title Amount Paid '-f 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 agail')st !he 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. payll)ents. 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"-Yo~ were personally legally responsible for these debts,. and -:-·t\ .:·•" -~ . ' . l • • • • • • •~ ~ • • '· ' • • I ' -. 9 ~ ' ~ ' ( ' ' ' • . 2 --You· actually paiihhes·e debtstout of the ac'count or property described above and ca'n 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 dec~de~t _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 .• I ' . . ... ' ~I ··' .,. '' ; ' ' TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PI;NNSYLVANIA) SS: <:;OU~TY OF: _ ___;,_..,-----~-.... I, . -hereby certify that the foregoing' is a just and true statement of funeral expenses and other debts of the dece'dent, . , 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 have allowed deductions listed above in· the totaf amount of $ --------" ',;. : ··. Date of Approval: ____ ......... _ _;_ _______ _ Regi'ster of Wi lis '1 '· +,~v' .[~ .... · j ~!·''". •' ""f~/ • .,;t,.i• ~·•"F~ Form Rcc.:. 2 ' October 9 1969 j COMMONWEALTH OF PENNSYLVANIA DATE .............................................................. "-. ..........•............................. J)2.PART1\IENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUREAU:,PF COUNTY COLLECTIONS COUNTY .............................................. --.. -............................................. .. • , __ APPRAISEMENT FILE NO ..................... ? .. ~ .. : .. ?. .. ~.:::} .. ~.~ .. ?..-....................... ...-.IDRISBURG, PENNA. I 7 I 2 7 Whereas, ................. MA.RX ..... BARO.U.HA.S. ............................................................................. late of ................................ MO.N.ON.GAHE.LA. ............................... I in the County of WASHINGTON .......................................................................................................................................... Commonwealth of Pennsylvania, having died on the ...................................... ls . .t .............................................. day of ............ ~.J.an.u.ar..y .................................. 19 .... 6$. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... ~ .. ~ ...... ~ .. ~ ...... ?..~.~!. ....................... : ............................... ~ ....... , 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ JT. HELD PERS. : Jt. Say. Acct /i24890 held ia tlHl )·JEl, T r\M NATIONAL BANK, MONESSEN OFFICE, MONESSEN, PA. in the name ' of MARY BAROUMAS or CATHERINE KAFKALAS. One ned 12-27-56 Balance as nf n:lt'P nf' nP~f"h ~~ 1..1.? ~(\ One-half taxabl' l 1:\71 ?.I\ 7 I ' ~ .. ' I . ' ' .. I I Having been duly sworn acgo~ing to law, I do hereby certify that the above appraisement is made in con- formity with law on this ................... 1: ........................ day of ............................. O.c .. t.o.he~::::::~f~;:t'~ 19 ..... 69 .. ................................................... ............................ . ................................................................. Appraiser .................................................................................................................................................................... (!Cumber and Street) .............................................................. ~Y,A~Ji~~{ON······ .......................... , Penna . ~. lvASHINGTON Cou11ty · -. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......................................... MA.RX ... .J3..A..B.9.Y.}~J\§ .............................. . Deceased. Late of MONONGAHELA Date of Death, ............... Januar.y .... .l .. ,. ..... l.9.6.5 .... . AppraisenzeJ!t Docket Vol., .......... }.~ .................................. . /..,S -..6 r 63-69-1142 Page, ./..: ........................................ !v o ............................................... .. ·- Filed in Register's Office, ..... ~.<?..~ .. : ....... ?. ........... 19 ......... ?.9 Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, ................................................................................................. .. Exa.mined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, .................................................. . Appeal ft'om Appraisement, ..................................................... . Entered ·and charged, .................................................................... . -.