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Home My WebLink AboutOC1969-1382 - ESTATE OF BONCAROSKYWASHINGTONCOUNTY . FILE NO §..~.:.§..~..:..l}.~.~. Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENTJNHERITANCE TAX APPRAI~MENT DATE Dec.30,1969....................................................................,. PAUL BONCAROSKY CaliforniaWhereas..late of . in the County of ~~~.~.~.!.~.?T?.~Commonwealth of Pennsylvania.having died on 14th July 69the..............................................................................................day of ..............................................................................19............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 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritancejTaxPurpOles $ T'T'J-lRT.n PRRS . Jt.Checking Acct.#00 4 190841 held ln the PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFOR IIA I PA.in the names of MARY BONCAROSKY or PAUL BONCAROSKY., Opened 6-29-65.Bal.as of date of death,$870.45 One-half taxable 435 28 . I I I I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on thi.~~day Of~:::;;pr~= :Appraiser ..,......."...,.."..,.......,.........',.,.",..,.,...,....."........,..".........,..,........,.",......,...........,..........,.,..."..."...........,....... plumber and Strtet) .........."........................,.,'...,........,......................................,................................,.............,Penna.(Poet Office) -~~ WASHINGTON County 1liiio....- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PAUL BONCAROSKY................................................................................................................................. Deceased. Late of CALIFORNIA Date of Death,1.u.l.y 14..v ..l.9.6.9 . Appraisem.el!t Docket Vol.,J.~. 63-69-1382 Page,No . 12-30-69FiledinRegister's Office,.19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. .Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,. ( ....", i;....;. , ~ ~·s ). 01' 'i'~ ~' R.:C~~3 (5,-'.5) .- t«>lE:''TO BE.SUBMITTED IN TRIPLICATE Pennsyl-ania Depc;Jrtment of Revenue Eureau cf County Colle.ctions 26 S.4t~Street Harrisburg,.Pennsylvania Dear Sir:. P"rsuant to Section 742,'Pennsylvania Inheritance and EsroteTaxl'Act of 1961, ve here~ith sub~itthe following report: ~AME OF REPORTING .FINANCIAL INSTITUTION P1tts~~~atlonal Bank ADDRE;S $eeo~d and Wood.Streets CallforniaPa.IS"19 ~CCOU~T NO.OF JOINT,..... TRUST OR INVESTMENT DEPOSIT Checking Account No 00.4'190841' :-tAMES ON ACCOUNT JR INVESTMENT Mrs Ma!7 l'01'1oaroekl or Mr.pa.ul :eonoarosg DECEASED'JOINT DEPOSITOR, .T'RlISTEE OR INVESTOR ·Mr.PaUl ~OQcaroslq ADDRESS R»)II a Charleroi fa.15022 .I .!DATE OF'DEATH·..;.'....;J:;..;;ul;;;;;;l....·....;:;1;,..;4.&.:,1~9fS~,L9.;;..v -:--",-.-~_ :SURVIvING DEPOSITOR," BENEFICIARY OR INVESTOR __Ml'_s_.._'Ma17_...;;;"'_BO_''_'J:l_caro_'_'aq_'...:...__-....,......----~--..;...- .ADDRESS 1Z02't'hird stNJet Oalifornia p$'15419 RELATIONSHIP TO DECEDENT-'I~~Mo::.t.:::h::::e.::..r",:::,:-"·,""",,,-_ DATE DEPOSIT·OR INVESTMENT \JAS ESTABLISHED _....;I;..;;;:u=.ne~a9~••=1~96;.c;f?-.;.,..----.... BALANCE,INCLUDING INTEREST .DUE,AT'DATE OF DEATH $..........--:8,"70=·,,&..45&0;11:·:=----__-_---- ..... .\ ,/.~ L \>. ,: TITLE ',:".. '.RCC-34 8-ES) C0'1htONIiEtLTH OF PENt-SYLVANIA ~DEPAR7MENT OF RE"ENUE BUREAU OF COUNTY COLLECTIONS ,1t-HE~ITo\NCETAX 01'"15101'4 ; •.)1 ..~... OFFICIAL NOTICE OF INHERITANCE TAX -APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECia~TO ADMINISTRATION TO:JrPF:.M!'RY ROf\iCi\ROSKY 'I 201 THTl1J STfmET Dat~:August 6.1962 Co...ty \>IASHINGTON COL,nty File No._ Bureau File No._ We h.ve.received notice that,Jt~tr~~w!Kx>btll~Jd:~:;o~fx)p'xxnxxxxxYmxxxyxxxx'{XXXXXXXXXX)(XXXxxxxxxxx or.July 14 .194,you came into ownership of certain property through ~~m$ECYi.OCQj;sn~15JOW,a1iJf.li:X1XXI X.:~:~,~JBtW~~~~12YX9~'ffR~Jo~~~~q~transfer from,HR.PAUL BONCAOOSKY,deceased._. U.der the Inheritance and Estate Tax Laws of the Commonwealth of Penrsylvania such transfers are taxable , a,d the liability fer the payment of the inheritance tax due is imposed upon you,as transferee. ~T,e pr~p'erty on which tax is hereby assessed consists of:Jt.Held Checking Account 1/00 4 190841- !hAld ·in ihe Pittsburgh National Bank,Ca.li,fornia Office.Californi'a.'Penns;y1vania..I in the names of 14rs.f-fary BoncaroskY or Mr.Paul Bonce:osky.Opened JWle 29,1965 .'( Ban)ance as "r date _of d'eat h 9 $870.1.5 cpp'ai sed by the Commonwealth,as of the date of death,at $_-S.87;;u,).Qua..lol4.;;.l1'--_ 50 %of this cimount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT -:..ESS:ALLOWED DEBTS /'lET TAXABLE AMOUNT AM:>U~T OF TAX DUE ';);0 If lOU pay the above amount within three (3)months of the date of death of the decedent,or on or before Oct.14,19 69 you may deduct a di:;count of 5~of the amount of tax due,or $ _......4*-'3L".l5.....21fi.&8..l.....-_ 26.12 ~AMENDED ASSESSMENT ~----,---1 $1 , ...~_________l L~, . -'I--------~--•.":i :J Tbis tax becJme delinquent one year after the date of death of the decedent and,in addition to the· tal(,statutory interest at the rate of 6%of the tax per annum is elso due as of * - 1~in 111e amount of \ J -----------I *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until .paid TOTAL AMOUNT DUE 26 r 0:11$.1..::$I ASSESSED BY:Q.-1(1 e!Y"=2/&====",.--.=".==/_=",,="/===! (Agent for the Commonwealth)j INSTRUCTIONS TO TAXPAYERS 1 (Inheritance Tax Apprais ) APP~AISED BY/' M.Jke-checks or money orders payable to:TJ insure proper credit to your account t~is Official Notice must accompany y·)ur payment.Mail or bring it to: (over) If you have already paid this tax to an executor,adm,inistrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,lis-t--be'bw the date pai.d,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 SS: - 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 on 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 some debts are not also claimed,for tax purposes,by on 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 _ '\' 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 some debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF ___________19_-_. .',-," !..;f Signature of Taxpayer ._.>·.l -REPORT OF REGISTER OF WILLS -',J,'I I,the u,,!dersigned,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 $.... Dote of Approval:_ Register of Wi lis -~--., -...:4 f--. 9~~/?AkaJL/~.--~,~~~~~-_.-/Z .. . .. , .. : . .-