HomeMy WebLinkAboutOC1969-1249 - ESTATE OF STOTKA SRTIT C(j~vuF''"l.l.Eer,,.~Sfl~2],IONs
COMMONWEALTH OF PENNSytVAN IA 252 f,iJIJ Jl'
DEPARTMENT OF REV~-NUE 17 oJ
HARRISBURG .-'''.
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:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961
we herewith submit the following report:'
NAME OF REPORTING First National'Bank &Trust Co.
FINANCIAL INSTITUTION Washington,.'Pa.
"""1FrEP;';;;;:e~dr.;;e:;r:;ri""ck~t~o~wni¥i.;-:-·nm..,!iIi"i1C"'ic:;;;e..----------
ADDRESS Fredericktown,.Pa.,153);
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT 3445
NAMES ON ACCOUNT --~------------------------
OR INVESTMENT f~ke Stotka.SrI or Anna Stotks.or Leonard Stotka
J
Asst.Cashier
TITLE
DECEASED JOINT DEPOSITOR,.•.'..:7
TRUSTEE OR INVESTOR'Mlke Stotk~,Sr.\/
(R.D.2,Brownsville,Pat 15411)
ADDRESS Box 471,Fredericktownj Pat 153;3
DATE OF DEATH Augu~t ·15.1969 V7
SURVIVING DEPOSITOR,...BENEFICIARY OR INVESTOR Anna Stotka or.Leonard Stotka
(R.D.2,Brownsville.'Pat 15417 )-----
ADDRESS Box 471,Fredericktown,Pat 15333
RELATIONSHIP TO DECEDENT Anna....wife Leonard-·son
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED March 15.1960·
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__..:.4.&...O.;;...:7~1~•.:..52 _
fid'UlOO /,:f~j(/f1~(0
~.(5 ·1,'
);-
3
Date:__-"5~e~p!.!!t~emb!!!!~e~r_··i£30~'L-'~1u£;96~9,-_
County ,_W-.:a_s..;..h..::.in=:g!:!.t.:..;o=n:..._
,
OFFICIAL NOTICE OF INH.ERI"tANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADM~IST,RATION......
TO:_~.;-::NN:......·:......A_S;...;T;...;O...:,T.::.KA...:....;:cIr.::._L,;.,.E_O.:..:NA__R..:.:;:D_S;...;T.:..:O:..:;T;...;KA__._
;~R.D.1/2,Bnm~NSvIL1E,PENNSYl,,\ANIA 15417
IItJ~,,:__...;~:;:..;_County Fi Ie No.-~---r-~--::-:-~-=-f'Bureau File No.t 6 -?Pf-/~a
We hive received notice that,~~~~~~
on '.A.tlSust ~~.''19~~yl0U came into ownership ?(!=ertain p,roperty through +~~l~~K¥p~~w~~1Y'{mea~Xf1,\-qmd'~),l.transfer ·trom,MIKlt,STOTKA,SR.,deceased..
Unde~(the Inheritance a~d 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.
I
The ~roperty on which tax is hereby assessed consists of:Jt.Bank Account 1/3445,held in the·',l",
FIUST"NATIJNAL.BANK &TRUST COMPANY,WASHINGWN,PENNSYLVANIA,'FREDERICKTOw'N OFFICE,
RCC-134 (8-,.65)
COMtfoNWE'ALTH OF PENNSYLVANIA
')5 DEPA~TMENT OF REVENUE,
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION •
STOTIt~..Opened 'March 15,1960~Bs,lance as of date of death,$4,071..;2.
appraised by the Commonwealth,as 2fthe date of death,at $__4..:..,~07;",;~:..:1:.;.:.::;5:...;2 _
1/3 i%of this amount is taxable at the rate of 6'%
ORIGINAL ASSESSMENTI
DATE OF ASSESSMENT
TAXABLE AMOUNT,.
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$l,357.17-_:..-_----
AMENDED ASSESSMENT
$--------
AMOUN'r OF TAX DUE
!
D If you pay the above amount within three {3}months
of the da..te of death ,!:of the dft~.edent,or on or
before ,Novemoer ,.5 19 b';I 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,istatutory interest at the rate of 6%of the ta~:'.
per annum is also due as of,*",
19 in the amount of
"
$-=================--$
ASSESSED BY:-¥-~~~~.r_·/...~~~·,'.P-·.,~.,,':L,C."..:.;/-""~~_
Agent for the Commonwealth)
TOTAL AMOUNT DUE
i*If the tax is not paid by the above date additional
int~rest is due at the rate of 6%per annum until
pa~d ,.
INSTRUCTIONS TO TAXPAYERS
tMa~~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:
1(~1I J'Wt~
AGENT FOR THE (:or:~M~MRG~l.ri!
COURT HO .•SG .
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 r list below the date paid,name and address of the person to whom
you made payment,the ir offic ia I tit Ie and th;amount."
Date Paid Name and Address of.Pt!yeEt.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 decedent handl ing the admin istration 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 requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01=:_
SS:
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 payout 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 __
Si gnature of Taxpayer
<,..\
,REPORT OF REGISTER OF WILLS
,
I,the under~igned.,~uly elected R'egister of Wills in and for the above county,do respectfully report that I
have allowed deductions listed abovedn the total amount of $11
Date of App rova I':__--"-..........."..-_
1--
Register of Wills
-.
Fonn RCC-2 November 10,1969nCOMMONWEALTHOFPENNSYLVANIADATE............................................................................................................
,~DEPARTMENT OF REVENUE '"WASHINGTONRESIDENTINHERITANCE-TAX
BUREAU OF COUNTY COLLECTIONS -4 COUNTY .............................................................................,......................
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.63-69-1249 i........................................................................._........................,
Whereas,........~!..~.~......~.T9.~.~~.~.'-......§.~..~...........................................................................late of ...............TO~~9.~~§.y.~.~~~....._~.~~.~.~.~.!C K_
in the County of .................~~~.~.~.!..~g.~2.~.............................................................................Commonwealth of Pennsylvania,having died on
the .....................................l..?t..h..........................................day of ..............A1J.g~.~.:t........................................19....9.9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,....................,v........R........C.HANEy...............................................................,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 Ufe 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 AppraisementDescriptionofAssetValuasMadeforInheritanceTaxPurpoees
$
JT.HELD PERS.:
Jt.Bank Acct.#3445 held in the FIRST NATIO ~AL
BANK &'TRUST CO.,\vASHINGTON,PA.,FREDERICKTOWN OFFICE,
FREDERICKTOWN,PA.,in the names of MIKE STOTKA,SR.or f\NNA
STOTKA or LEONARD STOTKA.Opened 3-15-60.Balance as pf date
of death $4.071.52 One-third taxable 1 357 17
:
I
Having been duly sworn ac~1f.i~to law,I do hereby certify tha~the a~ve appraisement is made in ~~-
formity with law on this m...m~day of2T'~..~,='
...........................................................................................................,.............,............................,.............
(Number and Street)
............................WASHING.T.ON...................................,.............................,Penna.
(Post Oftlee)
WASHINGTON ..........County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MIKE STOTKA,SR.
Deceased.
Late of
FREDERICKTOWN
Date of Death,Au-gus.t 15..,1.9.6.9
Appraisemellt Docket Vol.,..3..$..
Page,No §1:::.§..Q::'::.+..~49
Filed in Register's Office,..11.~.lO'19 6.9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,
Appeal f,.om Appraisement,..
Entered and charged,..
i~
...\~
/
()