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Home My WebLink AboutOC1969-1153 - ESTATE OF KULIKRCC-134 (8-65) I ~~ COM~~~~~~'M~~~~;~~~SEYNLUVEANIA OFFICIAL){OTffi= OF I~HERITANCE TAX BUREAu;.oF couNTY coLLECTIONS APPRAISEMENT AND ASSESSMENT OF " INFfE~ITANCE TAX DIVISION ASSETS NOT SUBJECT TO ADMIN~TRATION _.._._._~l._._._._._._._._._~._._._._._._._._-=r----. ._._._~._._._._._._._._._._._~__.i TO: 1 f~S. ANTONIA CUTIC Date: _ ___:S:....:e:..&::pt=...;emb:::=..::.:er:.._· .::..3~01!.....-=1:!...96=-:9:.._' _ ___,..._ l ·· t 680 HIGH STREET County -----=W.:..:a:..:::s.!!:hi::::ng::c'..:.to:::n=------f, tcAL.!fORNIA, PENNSYLVANIA 15419-County File No. ________ ___,_ lt • ;,_ , Bureau File No. t, .5 -C/--/}ts:3' \We 1~ave. received n~~ice tha.t, J.;~~t~~~"'f.\:~XXXL\XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX: o~ '·August · · · 1969· , you come into ownership of certain property through~I'~!~ ~1~f4:tt~i1fl~ transfer from, . .t-lRS. ~rARY KULIK, deceased. ~~~ ~ I ' • Und.er the-Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and th'e liability for the -payment of the inheritance. tax due is imposed upon you, as transferee. ~ . . . f ~. ~. ~ ... ~ .. : Th~· property on which tax is hereby assessed consists 0 ( Joint· Bank Account #4054, held:in the , 1 \oi'ESTERN PENNSYLVANIA· NATIONAL BANK, CALIFORNIA OFFICE, CALIFORNIA, PENNSYL\ANIA,_, in the naJ]ies of MRS. MARY KULIK IN TRUST FOR MRS •. ANTQNIA CUTIC. Opened 1961. Balance ·as of dBte.of death, ¢1,689.51. appraised by the Commonwealth, as of the dote of death, at $ __:l::.!l1~6;...;.e...:;.9.:.;~5:.:1:..._ __ _ · 100% of this amount is taxable at the rote of __ . 6,;..___% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:',ALLOWED DEBTS NET TAXABLE AMOUN1- ' 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 Noveuber 19 69 you may deduct a discount of 5% of the amount of tax due, or : . \ ---------.. . l' ' '-' ·o Th'is tax became delinquent one year_<!fter the date l of peath of the_ decedent and, injaddition tqrthe tax, statutory mteres-t at the rote of 6% of the tax . per annum is also due as of* I f . j 19 in the amount of I I / *lf.the tax is not paid by the above date:additional interest is due at the rate of 6% per on~um until /~ fys/ $-~/-=.5--~2,..:..;:<--_-Cf"i)~- 101.37 ---s.~------ ~-~------- paid · / { TOTAL AMOUNT DUE $ 101.37 $ -===::=::::::::· /==-==~=7=====-- ASSESSED BY: ~..:-:./-/~ #~~--~ . (Agent for the Commonwealth) 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. Mai I or bring it to: "R~IfAM~ AGENT FOR THE COrv1MONWEALTH COURT HOUSE WASHINGTON, PENNA. 15301 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;dq~e pai.d, name and address of the person to whom you made payment, their official title and the amount. ,. · · .}- ·-. Date Paid Name and Address or--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: 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 dece~ent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of OhlJgation · Amount Paid 9-/6'-6'9 LJ)'oJI~ . :;z_ /)//. 7 ..,._"" )..._ / :5.-~-=-?-o..-a // ,?/ . ; I • • . ' TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLV.ANIA) 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 have allowed deductions listed above in the total amount of $ --------o Date of Approval: ______________ _ Register of Wills COMMONWEAlTH OF PENNSYLVANIA .~. '.. DEPARTME:""NT OF REVENUE HARRISBUR._G .. ~ RCC-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: .l. Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING F fN ANC I AL INSTITUTION --"~~=re=""·+.....:. e:::.~.rn=......P~e..,r. .. ncw-.1 a,......_i' ..... !;l1....,· ~L.\,lo...._·<"'~'?·~.-1 ..,n=al"'~'lt~· ------ ~gg~~~~-N-0-.-0-F-J_O_I-NT-,--~ca~£ua·r~emF~E~-i~~~r.~~~~-~~-1~-~~~r..Sr.-,-.. ~--,~.~~-\~.-~ .. ~-~-- TRUST OR INVESTMENT DEPOSIT __ ---4 . ....,;~~--------- NAMES ON ACCOUNT OR INVESTMENT ____ ~~~~~~~~==~~~~--~ DECEASED JDI~T DEPOSITOR, Ant~" _llnt;c ~ ___.. TRUSTEEORINVESTOR----niL~-s~.~:~~·•~d~K~~,l~?.~~-~-------------- DATEOFDEATH ________ ~A~u.~:.r·~!~96~~~·~/ ______________________ _ SURVIVING DEPOSITOR, BENE Fl C IARY OR INVESTOR ·--ii~KH?<PLS-e..-. -1lA<?. .. r::o;te*r::.::i::&-s~C~~l.-~.t:.iee------------------ RELATIONSHIP TO DECEDENT __ -lD~a.~t:r.;;0h~ . .t.4;-c';;:..:~ ----------- DATE DEPOSIT OR INVESTMENT WA? ESTABLISHED -----"l-;1~~1c,;.:;.1------------ BALANCE, INCLUDING INTEREST DUE, AT DATE'OF DEATH $-----,lb,.-::.:3~?.1+., ,~j~~---..,..~i-------- 1 b ?Y. .S I ;ol3/ , &~~·~ ,, s. o; b-. G (o ··' / . ' .! 1 Fonn RCC-2 DATE October 14, 1969 i ......................................................................................................... ,; · .. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT •· COUNTY .... W.ASHING.T .. ON ............................... 2:.J • • . J HARRISBURG, PENNA. 1712 7 ..... l't' FILE NO ...... ~} .. ::~.~ .. :.!..! .. ?.} .................................. :: ... .. Whereas, .................. !.~1.~§-~ ...... MA.RX ..... KV.~..I..~ .................................................................... late of ...................................... G.A.~If.QR.NJ.A .............................. . in the County of .................... ~A.~.J:I.P~QT.9..N ........................................................................... Commonwealth of Pennsyivania, having died on the ............................... ?. .............................................................. day of .......................................... Au.gus.t ............ 19 ..... 6.9 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, ....................................................................................................................................... , having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of aU 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.: Jr. Bank Acct. #4054 held in the WESTERN PENNA. ~A TIONA ~ BANK, CALIFORNIA OFFICE, CALIFORNIA, PA., in the names of MRS. "') ~ .. MARY KULIK IN TRUST FOR MRS. ANTONIA CUTIC. Opened 1961. Bal. as of date of death, $1,689.51. FULLY TAXABLE 1,689 51 - < $1,689.51 =1 -1,562.00 127.51 @ 6% = 7.65 less.38 = _17 0 27 . I I I ,, - ' ' Having been duly s~orn according to law, I do hereby certify that the above appraisement is made in con- fonnity Mth law on this .......................... H.t.h........ day of ~~~~~~~~if·~~ . \vASHI~(!'/f'O~d street) .......................................................................................................................................... , Penna. (Post Ofllee) ,I J.. .. ~ ... ... - I "' WASHINGTON County· RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS. MARY KULIK Deceased. Late of ROSCOE Date of Death, ..................... Augus·t·r················T96·9 Appraisemel!t Docket Vol., Page, N 63-69-1153 0. ················································ Filed in Register's Office, ......... }::9..:.~.~:. ..... .19 ...... §.~ Anwunt of tax due $ I ····································································• DEPARTMENT OF REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra.isement, :· ' Appeal f1'om Appraisement, Entered and charged, . ·' '<::. ,- . ' q .... ~ --, .... ~ ~ ; ~ I ., f .:,.I '0 ..,