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Home My WebLink AboutOC1969-1350 - ESTATE OF PUSKAVICHRCC-134J8· 65) 'J COMMONWEALTH OF PENNSYLVANIA OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO Ar>MINISfRATION -DEPARTMENT OF REVENUE BURElU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO: __ J_U_L_I_A_PO_T_O_c_z_NY ____ _ 110 OLIVER AVENUE BENTLEYVILLE, PENNSYLVANIA 15314 Date: --~::-:N-:-ov~ern~b_e r_l::...l):.....~.-' _:1::...9:.....6:....;9:....;__ WASHINGTON County------------- County File No.-------:--=----- /oJ-t f·' /J.szJ Bureau File No. We have received notice that~~~~~~~~~~~~~~~~~~~~~~~~~~~~~-Oct • 11, 19 69, you came into ownership of certain property through · transfer from EMILY PUSKAVICH, 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 • Cert. 16f Deposit #1290 held in the PEOPLES UNION BANK & TRUST,CO., BENTLEYVILLE PA. in the names of . , , JULIA POTOCZNY or EMILY PUSKAVICH. Pur. 7-6-66. Balance as of date of death, $2,302.38 ap[!raised by the Commonwealth, as of the date of death, at $ 2, 302 • 38 SO %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 $ __ ...... l=..,,....l!o.>.Sul....a•...a.l.....~:9_ $------------ 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 .JAN. 11 19 70 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, 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 unti I paid TOTAL AMOUNT DUE 69.07 3,45 ----------- $ fr9.<IT CTIONS TO TAXPAYERS Make checks or money orders payable to: 1(u.mll NJ..Q/~! ¥ Qrl tS./,,0 11-c. /~) 9t:J' t .J-&f-/.J s-o (over) To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: 1(wm I I Al-l~YW.::.~ AGENT fOR THE tO~t~~J;..iJ .. -z·n--~J-• ~-I COURT HOU6f .. WASHINGTON! .PENNA. 16BOJ c£_ /~.S /~.37 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~ whom' you made payment, their official title and the amount .. Date Paid Name and Address of 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 exp_enditures 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 amend.ed 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 out1of the account or property described above and can furnish proof of such payment, if required, andf · ·" 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. -~ . Date Paid Name of Payee -· -..·. "- SGHEDULE OF DEBTS l 1-Description of Obligation ' ·' ' I• .. (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _________ _ Amount Paid - TOTAL $ 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 have allowed deductions listed above in the total amount of $ --------.. Date of Approval: ______________ _ Register of Wi lis Fonn RCC-2 DATE ................. P..~.f. .. ~mJ:?..~.!.: ..... .1..9. .. L ... J.~ .. §..~. ~_.DEPARTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITA:JCE _'.tAX APPRAISEMENT NTY '¥ASHINGTON . BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 72 7 cou ................................................................................................... . FILE NO. .. ....... ?..?. .. : .. ?. .. ~ .. : .. ~ .. ?. .. ?..?. ............ -....................... . Whereas, .............................. ~.N.~.~.X. .... P.Y..?J\AY..~.~-~ ........................................................ late of ........... ~~~-~-~~.X.Y.~.~-~~ ................................................ . in the County of .......................... ~.~ .. ~-~~-~9..!.~~ .................................................................... Commonwealth of Pennsylvania, having died on the ...................................... JJ.t..h ...................................... day of ....................... 9..~.~ .. ~-~ .. ~E .......................... 19 ......... ?.,9seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................... .J:'l ........ .R. ....... C..HA.N.E.Y .............................................. , 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. Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purpoaes JT. HELD PERS.: --------~==================-------------------------------4------#--------+---- .rr Rank Acct. ( Cert. of denosi t) #1290 held in ·the PEOPLES UNION BANK & TRUST CO. , BENTLEYVIIjLE, --------------------------------------------------------------------~-----1~--------+----PA., in the names of JULIA POTOCZNY or EMILY PUSKAVICf. --------------------------------------------------------------------+-------1~--------+----- 0nened 7-6-66. Balance as of date of death. $2.302.38 One-half taxable 1,151 19 Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- fonnity with law on this ....................... lO:th ...................... day of ~=~eJlt~e :'21-: =:;p;.;~~9 . ............................................................ MAmfi~mt»r··············································-............ . .......................................................................................................................................... , (Post Otftee) Penna . ------- 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of E}.f.ILY .... P.USKAVIC.H ......... . Deceased. Late of B.F.::N.T.L.~.YYJL.L.~ .............................................. . Date of Death Oct· ll, 1969 A ppraiseme I! t ; ~;~~·;···;~·~;.·,··········· .. 3"8 .......... ····················· Page, No. . ............. .§} :-.. §.Q.::JJ 50 f Filed in Register's Office, ......... .1.4.:-:.1.0.:-: ..... 19 ......... 69 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Exa.mined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and ch(Jrged, ( . R c c-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Oct. 14; 1969 •·. . ,, ··~~ •••. 'J , .. Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: J Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING Peoples Union Bank & Trust Co. FINANCIAL INSTITUTION----------------- 704Main st. Bentleyville, Pa. 15314 ADDRESS ________________________________________ _ ACCOUNT NO. OF JOINT, Julia Potoczny or Emily Puskavich TRUST OR INVESTMENT DEPOSIT ___ _::====:_ __ __:::=:==:_- NAMES ON ACCOUNT Cert. of Deposit #1290 OR INVESTMENT ------------------z---:7"-- DECEASED JOINT DEPOSITOR, Erni1y Puskavich \7 TRUSTEE OR INVESTOR--------~---------- Quarry St, Bentleyville, Pa. 15314 ADDRESS _________ ----:---------:--~--- Oct. 11, 1969 DATE OF DEATH _____________________ ----:-----·,·~-~----~ SURVIVING DEPOSITOR, Julia Potoczny BENEFICIARY OR INVESTOR--------------'---;.__---- 110 Oliver Ave. Bentleyville, Pa~ ADDRESS ____________________________ _ Mother RELATIONSHIP TO DECEDENT _______________ _ DATE DEPOSIT OR INVESTMENT July 6, 1966 WAS ESTABLISHED----------------- BALANCE, INCLUDING INTERES1iJ02.36. DUE, AT DATE OF DEATH$ _________________ _ oc~aa Signature 7'Ji, M11in 5~·. TITLE Br:lnf!e>yvill~, Pn. 15314 j-!1-fO J