HomeMy WebLinkAboutOC1970-0002 - ESTATE OF BARBISH SRFonn RCC-2
DEPARTMENT OF REVENUE...~.,..,
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 12 7
i"'GQMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ..J..<:.~..:?.'.~..~.?..9..
IvASHINGTON
COUNTY .
FILE NO...2.J.::..7.Q..::..?.
Whereas,f.M.m.\.l?.ABJ.U.§J:L,$.R..~late of tI9..lJ..$,T.9.K .
in the County of YA.~.~.I~f.9..T..Q.N Commonwealth of Pennsylvania,having died on
the .1.J.!:.h day of N.9..y.~.m.h~..r.19 .6..~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Jv...~R..C.HAN.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.
Unit AppraisementDescriptionofAs.et Values Made for Inheritance
Tax Purpoles
$
JT.HELD PERS:
JT.BANK ACCT.II 1232 held In the SLOVENIAN SAVING S {1
LOAN ASSN.,STRABANE,PA.,in the names of FRANK BAHBI SH,SR.
FI{i\NK BARBISH,JR.and VERONICA PROGAR and HARRY BARBI SH and
RAYMOND BARBISH.Opened 6-12-54.Balance as of date of
death,$31,827.50 One-fourth taxable 6,365 50
form:v~fhh~:::~:.W~~~~~:~:;o~~..~~=~t~e~~;;~~=:l~~~:
Appraiser..........·..· ·..· · · · ·..·..·..0~·..·..·..
........................._~~.~....................................•Penna.
HASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
FRANK BARnISH.SR.
Deceased.
Late of
HOUSTON
Date of Death,.NOV.l1r ...l.9.6.9 .
Appraisemellt Docket Vol.,.3.$..
63-70-2
Page,No ..
Filed in Register's OfJice,1~.l..3 19....70
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f,.O»1 Appraisement,.
Entered and charged,."
.'
'.¥I
\"
~'
R C C-43 (5-65)
~~-"-\C~MMONWEALTH OF PENNSYLVANIA
f DEP'kRTMENT OF REVENUE
HARRISBURG
~J.NOTE:TO BE SUBMITTED IN TRIPLICATE
I
Pennsyhania Deportment of Revenue
Bureau of County Collections
26·S.4th Street
Harrisburg,Pennsy.lvania
Dear Sir:.
Fursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following repor.t:..
.NAME OF REPORTING
FINANCIAL IN~TITUTIOl'8loyenian.Savi ngs and Loaa .J).ssQGiatioft
ADDRESS 107 Latimer Avenue,Strabane,PeDDsylt~aia 15363
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSITo;;.;;._,---:;:1=2""""3=2....:-.__-'--_----'-_
NAMES ON ACCOUNT
OR INVESTMENT Frank Barbi sb,Sr.or.Brank Baraisfl,Jr.and:
Veronica Progar and Harry Barbish and Raymond Sarbish
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Frank Barbish.Sr.
~_..--
ADDRESS 138 Allison Avenue,Houston,fennsyh.rania 1534:2
DATE OF DEATH November 11,1969
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Frank Barbish,Jr.,Veron;ca Progar,Marry Barbisl
ADDRESS~~_S_E_E~AT_T_A_C_H_E_D~CA_R_D~~~~~~~~~~~~R_a~ymondBarbish
RELATIONSHIP TO DECEDENT~S_o_n_s_-_da...;..ug=h~t...;;.e.;;..r~~__~~_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED J1ime 12,1954
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $_---,-----l$1L-o,.j3~1 ....,.JooLja2r....,7~......·5u..1o"---_
/st.s,.50 ..l _~~S 9 /.cd!-~.5 ,'If .
/:;.-'//-10-.'!17 ~--Si-g-na-tu~'r-e-------T-I-T-L-E
----Albert L.Tomsic,Secretary
I
·t!
90.71
$
$
$
95.48
$
4.77$
$.========~
$·---------1"
.:
,I......$,It,BaliK Aeet.-------I;
1,591,.31 $95.48
$---------------'it
---Ii
$
representing Pennsylvania Inheritance or
Estate Tax due'from the following estate:
%Tax on $_
Estate Tax,Act of
May 7,1927
6%Tax on
2%Tax on
to---:_
TOTAL AMOUNT PAID
TOTAL TAX CREDIT
15%Tax on $_
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
:__%from~_
1
\
\
"....'r.•
'f
'.,05'•
44092
'.'.1 :-",.
:\.,"'1\,t .
~.l :1"""
j..
WICU,InII OSlO
,'+•+",'".....
••__'\1",•'v"*"'.,
1r ill ~~~n.@ &\11~~·~.\s·~~::L ~>..,
'"',.•r ,!....
NOTE:This Tripllca,?.R~ceipi 1o be r~ained~~r_:u:i,t~~~~ses?'V n,"'..L~...C-)../7/J --;'1/(.'
'.:-:','Received by ~~\..$«.:v~/f~~'=O
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life(-".(J..(Signature)~/.
tenant or tenant for years,as 'e,,!denced by this receipt,it is understood that the Commonwealth shall l,-.,/...~\-l '.I.)/I'
nat be precluded or prevented 'rom hereafter,assessing additional inheritance tax at the death of the "--~}l.'Jj<...o.KIt../.r....-!LA....J~
life tenont or tenant for years ""henever it appears thaI such additional tax may be legally due and .'\(Titl~)
collectible for any reason whatsoe/er.1./
January 13.1970
Date of Payment -----------------1
Remarks:
11·11..69FileNo,--=--__Date of Death -l
WASHINGTON "Cou nty -----'~_..,___.:-'-,:-'.-=-=---=J-:---.,.--l
,-""'~~".'"'t-t~~.'(~.",..~~i.-".'-/.$-
'..'....~."".~.
From:HARRY W.BA88IS11
,'29026 WBBIRAVENUBAddress'.,
RECEIVED 'NX_,_NB_....,:"...,:'_.Q_n_._d__7_._1-4!/..1,...0....O..·......,...........,..."".....-.......'",,""'..',.-__._-__-_"!io_-_..._.._---'''''------'---._-__""_OIO_dolfarsPayingonln4.
Liab,
,FMNlt BARBISH.Sit.,Name of Decedent --;;--;:-,__--------1
.!I3IfJIII!..
NINETY and 71/100 ...~...-•-•••_ _ ___
RECEIVED ---------------p~IP"i:.ft1llr---ll_-13t~d..,....-----------------dollars-a,~ng on ....ihb.·j representing Pennsylvania Inheritance or'RANK.BARBXSR.JR.La ..Estate Tax due from the following estate:.From:----"..,.----'---'~I
I
s .,
95.4'8
U
90.71
$'=======:~I
$
$
$
95.48 •$
4.77$
$~
1
$-..,....--------
$Jt.Bank Ace~-.------~
1,591.37
$--------$---------1
%Tax on $_
Estate Tax,Act of
May 7,1927
6%Tax on
2%Tax on
15%Tax on
TOTAL TAX CREDiT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate .of
__%from _
to '--_
J
,
•
<::,'I ,..,
'.
"
..
......;
....,.
."....lr 00 ~[p ~:J~@ill iT ~~<~\~A 1(/TOTAL AMOUNT PAID
~.'.J"'II ~"'"It.....{..,..;if ~'
.NOTE::ThiS Tr.iplicale Receipt to be retained lor audit pu~ases.~••'(~/1,.1 ~.....
:..'. . ..........~.....',,~.,.Received by \~._~!5i:~LLlGV',--,,-,,'V(j
NOTE:In accepting the transfer inheritance tax an future estates,prior to th~death of the life~~,(Signatur~e)..
tenant or tenant for years,as ev'denced by this receipt,it is understood that the Commonwealth shati ......).'~!"J
nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of th~:::~=~':::p;=~::::::.:=-...,:_+...,.-!:_~==~-rL----_-111
life tenant or tenant for years whenever it appears that such additional tax may be legally due and~5 r I Ie)"
collectible for any reason whatsoever..~
63.70.2 11.11-6FileNo.-:--_Date of Death --t
:CANONSBURO.PBNNSYLVANIA 1531
538 ELM STRUTAddres~__j
.J&I11$17 13.1910Date.of Payment _---'_----------------j
'i'RANK DARDISII.sa.Nome of Decedent ----------------1
WASllINGTON:
~County ----,.-------------'-----'------i
Remarks:
! . •
Aa~esses of Beneficiaries:i-.,
i
HARRY W.BARBISH
29025 Weber Avenue
Wickliffe,Ohio 44092
RAYMOND J.BARBISH
308 East 312th Street·
WilLowick,Ohio 44094
FRANK BARBISH
538 Elm Street
Canonsburg,Pennsylvania 15317
VERONICA PROGAR
138 Allison Avenue
Houston,Pennsy~vania 15342
CANONSBURG,PENNSYLVANIA 15317---
'-$lfFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (S-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISIQN
TO:__F...;.RA:.....:...:NK...;..,.,...;,B_A.:,.;;RB;.;,..:I.:..:S..:.:,H.z...'...;:.J...;.;R:..;,.,._
538 ELM STREET
Date:N_o_v_em_b_e_r_2_8'.:...,_'1_9_6_9__
..-WASHINGTON............(2ounty _
County File No._
Bureau File No._
1
We have received notice that,IlDUIIlIKHHXmXXxx.XXXXXXXmmXXXXxxxxxxxxuxxm
on Nov.11 19~you came into ownership of certain property through XUKmx'ilafXlJJXJIiXac
UiUXixtI)X~XHXmX transfer from FRANK BARmISH,'SR'.,'Deceas'ed."
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania ~~ch trari'sfers 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~t.Bank'Acct i #1232 held in the
SLOVENIAN SAVINGS &LOAN ASSN.,STRABANE.PENNSYLVANIA in ,the names of
FRANK DARDISH,SR.or FRANK BARBISH,JR.and VERONICA PROGAR,and 'HARRY
apprai sed by the Commonwealth,as of the date of dea,th,at $31,827•SO
1/5.~of .this amount is taxable at the rate of 6 %
,-xxxiXiX.£)Cj12t,illcil!JCUCaX ORIGINAL ASSESSMENT
DATE OF ASSESSMENT 1/5 of $31,827.50=$6,365.Soi!.l!OL _
TAXABLE AMOUNT 1/4 of $6,365.50 $1,591~37
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSMENT
$--------
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 Feb.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 $95.48 $+============-
APPRAISED BY:~-2~-~:!.-.4.-~~~'l.#-::-ASSESSED BY:__~~.:.....-=-:.::..:=-~~;...::~:....;~I!.._-."L_.~-'~---=.-c)=----
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
AGENT FOR THE GOfilf,W,rJWEUlj
G{}uaf l~:.o_
(over)'WA$~~f.l ~_.tmm!fj
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.o.J---'.'-.
------...;'.
Date Paid Name and Address of Payee Official Title --"'"Amount Paid
Jo _
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 -Y.ou 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 PE~NSYLVANIA)
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__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in a~d for the above county,do respectfully report that I
have allowed ,deductions Iisted above in the total amount of $0
Date of Approval:_
Register of Wills