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Home My WebLink AboutOC1969-1292 - ESTATE OF FABIANRCC-43 (5-65) ., 1 ~..oj •.,it I .j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE .-\HARRISBURG j 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 REPORTINGFINANCIALINSTITUTION __0_'8_1_18_t_i_n_N-8-t-io-u-Al-'_B_an_k _ :gg~~~~NO.OF JOINT,llew S.l...,Fa 15J,6!l £~.. TRUST OR INVESTMENT DEPOSIT-.:.:.:N14=·:..::..90;:...·~dJ}- NAMES ON ACCOUNT .OR INVESTMENT Mrs lIi.artha Fa~1all ...Mrs Nel11ePataky-Paughter F~nnk Fabian"'son- DECEASED JOINT DEPOSITOR,Nt~i±?t":;...,b:tTRUSTEEORINVESTOR~~a:'fa akJ ...:tanIr8~an ADDRESS 4_0_7_V~a_1_le_'1_St_.._McD_._o_ns_1_d_,_P_8__15_0_,_7 _ DATE OF DEATH ---:;1;;..;,0.-;""1;;;;;;;1;,.--6..;;.,::9 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Nelli.PataKY ...Frank Fabian ADDRESS DII 407 Valle1 St-McDon~l1.d.)1'a 15057 RELATIONSHIP TO DECEDEN-roaU.::l:~~tc::,:r~.G::--=.:so::.::n:....-------_- DATE DEPOSIT OR INVESTMERi:~ WAS ESTABLISHED ..k:.2I-~6S --Al'4..::.42"_l.5::.l!..6>!!ol6~,.._--------- BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_lolo.l2~,""'],l""'tl..........J~8------------- 10 /0 RCC-134 (8-65) COMMOl!WEALTH OF PENNSYLVANIA~f:lf.ARTMENTOF REVENUE '13UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT'AND ASSESSMENT OF ASSETS liQJ SU~JECT TO ADMINISTRATION iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiili;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii:~ Bureau File No. TO:NELLIE PATAKY &'FRANK FABIAN 407 VALLEY STREET ______M_c~ONALD,PENNSYLVANIA 15057 Date:__N_ro_v_e_rn_b_e_r_l_0---<-,_1_9_6_9 _ County WASHINGTON County File No.._;l~-~...s--J b2-Zf-~f?- ; We have received notice thatXIS(~liOCdi«lJi1K~XXXXXXXXXXXXXXXX~L,,{XX== on October 11 19 69,you came into ownership of certain property through~.R RX~~~ ~l1~x~~~~~~transfer fr~rn MRS.MARTHA ,FABIAN,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:J t.Bank Acct.#N1490 held in the _GALLATIN NATIONAL BANK,NEW SALEM OFFICE,NEW SALEM,PA.,in the names of MARTHA FABIAN-MRS.NELLIE PATAKY -FRAW(FABIAN Opened 4-25-68.Balance as of date of death,$12,141.18 appraised by the Commonwealth,as of the date of death,at $12,141.18 1/3 ~of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_....:4:..1,~0...:..47.!...-'.~0=6~_$-------- AMOUNT OF TAX DUE 242.82 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Jan.11 19 70 you may deduct a discount of 5%of the amount of tax due,or 12.14----- - - ---- o This tax became delinquent one year after the date of death of the decedent a!1d,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 TOTAL AMOUNT DUE $ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid ~$===============:- APPRAISED BY:ASSESSED BY:_.....;~~·~=~~~~~~~;;:..J'-=--,_-t.._~-.:::-_ (Agent for the Commonwealth)__ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany @ .~~.\\\O~Wt~t1\\,--yJ "N '"\t CO,~,. I G(j-t).,2J,Jj t)'r.Gr.~1 f\l~~U"\~~;;~\liSIlI t .J_~1-/:J.9~(over)'\'lr.S\llllGlIl ll •; \ 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 date paid,name and address of the person to ~hom you made payment,their official title and the amount.' '.."........" Date Paid Name and Address of Payee .~-OHi-cial Tl!!.L.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 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 "--~'*--. ." TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing i,s 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__ 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 total amount of $_ Date of Approval:_ Register of Wills .........................................................................................•~. (Number and Street) ......................................WASHING·~-pJ··ofti~~·i ·······,Penna. Fonn HCC-2 COMMONWEALTH OF PENNSYLVANIA DATE Nov.21 1969......................................................,.................................................. DEP\RTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........\.'!..A$H.INQ.T...Q.N..............,,-/COUNTYBUREAUOFCOUNTYCOLLECTIONS ...................APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO.............63.""..6.9._.1.2.9.2................................. Whereas,..................11RS.........HA.RTHA....FABmA.N......................................................late of .....................McDO.NALD........................................................ in the County of ...............WA.$..H.J.N.G.1'..Q-N...............................................................................Commonwealth of Pennsylvania,having died on the .......................................JJ.t..h........................................day of .........................Q.9..t9.q.~.r.........................19..6...9..,seized and possessed of an estate I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; I Therefore,I,...............................W.........R.........CHANEy....................................................,appraiser duly appointed according law,I an to having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix i the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: I 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. Asset Unit AppraisementDescriptionofValuesMadeforInheritanceTaxPurpoleS $ iJT.HELD PERS.: T~R~1"I1r At"t"~itl\T1LlQC"h~lA ;,.,...t,~~ATTA'T'Tl\.T.... NATIONAL BANK.NE\v SALEH OFFICE.NE\v SALEM.PA ..in the .. I names of MRS.MARTHA FARlAN-MRS NELl.IE PA'l'SKY _FRANK FABIAN.Onened 4-25-68.Balance as of date of deat:h $12.141.18 One-third taxable 4 047 Of' i I I .- Having been duly sworn according to law,I do hereby certify that the above appraisement is made ,in con- formity with law on this .......................?.+..~.t........................day of ......:::::::::::::.::::..:::::::~~:~:~:~~:~:~~.::..~...................:..::....:.......................:.........~.~.......~..~. Appraiser ··..····lvASHTNGTON.·County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS.•..NARTHA FABIA.N . Deceased. Late of McDONALD Date of Death,····.·{}c.t -ll.,-l96.9 . Appraisemel!t Docket Vol.,3.8 . Page,No 6.3."...6.9 1.2.9.2 Filed in Register's Office,N.o.v:.•......2.1 .19 69 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal j"om Appraisement,. Entered and charged,. .'- t\ / •