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Home My WebLink AboutOC1969-1202 - ESTATE OF TOKAR,-::::;t RCC-·'f34 (8-65) 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION --------------------- ~ OFFICIAL NOTIC{ OF II'JHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ) TO: MRS. SUSANNA TOKAR & MISS AGNES TOKAR R. D. # 1, BOX 84-E Date: ___ O_c_t_o_b_e_r_1_7_.:_, _1_9_6_9 __ _ County _ ___;,\i=A=S=H=I=N-=-=G:....:T~O:.:..N,___ ____ _ _ ___;;;.C=HARLEROI, PENNSYLVANIA 15022 County File No. _________ _ Bureau File No. _________ _ We have received notice thatX~«:X~txbioc~XiHOOXXXXXXXXXXXXXXXY-XXXXXXXXXXXXXXXXXXXX on August 27, 19___.6.9, you came into ownership of certain property through r.liQiilAKKH~~~-~1Utl6 ~X~~HK~~~«:~OOX transfer from MATHEW TOKAR, Deceased. 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: Jt. Sav. Acct. #15093 held in the PITTSBURGH NATIONA BANK, CHARLEROI OFFICE, CHARLEROI, PA., in the names of MATHEW TOKAR or MRS. SUSANNA TOKAR or MISS AGNES TOKAR. Opened 6-5-68. Balance as of date of death, $3,279.75 appraised by the Commonwealth, as of the date of death, at $ 3 '279 • 7 5 1/3 ~of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AM/-l'OF TAX DUE [J2Jif you pay the above amount within three {3) months of the date-qJ death of the decedent, or on or before /{..A--c/' · ~ 7 19 _li you may deduct a discount of 5% of the amount oftax 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 AMENDED ASSESSMENT $ __ 1--l...-, 0;_;9_;;3;_;•_;2....;;.5 __ $------------ 65.59 3,28 ------·--------- (.,,:z.SI. {Agent for the Commonwealth) UCTIONS 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: 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 be'low the date paid, name and address of the person to wliom J you made payment, their official title and the amounii. - Date Paid Name and Address of Payee Officio I ritle 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 th~ 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 re~omputed 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 an(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 personal representative of the decedent handling the administration of the general estate of the deced~nt 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 . REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I hove allowed deductions listed above in the total amount of$--------.. · Dote of Approval: ______________ _ Register of Wills I I I Fonn RCC-2 DATE October 22, 1969 ..,_""h, l --DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRUSBURG, PENNA. 1712 7 COMMONWEALTfl OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY .. WA.~_HI.N.G.T.PN .......................................... . FILE NO XJJXJ,tXX®}® · "'ki----:~·<f:::T?'c'i'? ......................................... . MATHEW TOKAR CHARLEROI Whereas, ..................................................................................................................................................... late of ............................................................................................................ . in the County of ......................... ~:A.:.~.~·~·~·~-!9.~ ................................................................... Commonwealth of Pennsylvania, having died on the .. . .. ................ Z.7.t.h ................................................. day of ............. AMK!J.~.t. .................................... 19 .... .9.Q, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ..................... W ......... R .. ~ ...... G.HAN~X .............................................................. , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS.: Jt. Sav. Acct. #15093 held in the PITTSBURGH NATIONAL BANK 2 CHARLEROI OFFICE. CHARLEROI_.!_ PA ·-~ in t~ -·-- names of MATHE\v TOKAR or MRS. SUSANNA TOKAR or MISS AGNES TOKAR. OJ:1ened 6-5-68. Balance as of date of de a th_, $3.279.75. One-third taxable _h093 25 ~ I Having been duly swo.rn according to law, I do here by certify that the above appraisement is made in con- formity with law on this ............................................................... day of ................................................................................................................................................ 19 ................ ............................................................................................................... ................................................... Appraiser .................................................................................................................................................................... ( J!l umber and Street) ................................................................................................... ..................................... , Penna . (Post Ofllee) I .............................. WASHINGTON ..... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MA THE'.Y TOKAR Deceased. Late of CHARLEROI Date of Death, ........................ Au.gus..t .... 2.7.,. ..... 1.9.6.9 Appraisemel!t Docket Vol., 38 Page, No ...... 63-69--l-2·0-2 Filed in Register's Office, ..... 19.:-::.:Z.Z.:-:: ....... 19 .... 69 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ,.,. ', . .i r ) .... I