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Home My WebLink AboutOC1970-0158 - ESTATE OF DLUSKIOFFICIAL NOTI~E OF INHERITANCE TAX APPRAISEMENT AND ASSESSM.ENT Gf ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (8-65)ICOMMONo'NEAL TH OF PENNSYLVANIA DEFARTMENT OF REVENUE BUREAL OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:-:-'_---.;P;.,;.A;.;;;,U,;;;;,Ll~N..;.;;E:....E;:;;.'.=.....-=B,;;;;,LA;.;,;m::.':...-_ r BOX 6 Date:---'J;...;;a..;;,;n:.::ua.'-r::..ly'--2~6~,_=19.:..7~O~__ County W_a_s_h_in----:;;g'-t_o_n _ County File No.-=_ Bureau File No._--==~:;...;;..3_'-...r.;t_v_"--,!~(£:::::...-__ ____LA,~N_G_EL:....O_T:....H~,_P_E_'N_N_b'_lL_V_A_N_IA_---::1::.::;.5054 . W~hJve received notice tpat,~~W~XXXX:XXXXXXXXXXXXXXXXx.xXXXXXXXXXXXXXXXXXXXxx.xXX on l anuary 14 "19~,you came into ownership of certain property through r~Uwwx:mXXX *liDf:&JUliiUlP~e~Ul1!KK 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. I Ti~e property on which tax is hereby assessed consists of:(1)Bank Acct.#63-16455,(2)Bank Acct. 63-16278,held in the MELLON NATIONAL BANK AND TRUST COMPANY,BURGETTSTv~N OFFICE, EURGETTSTOh'N,PENNSYLvANIA.In the names of (1)f.RS.ANNA DLUSKI or l.ffiS.PAULIN E.BlAIR, (2)MRS.PAULINE E.BLAIR or MRS.ANNA DLUSKI.Opened (l)August 24,1955,(2)Jan.7,1955. ~ance asot date of death,(1)1,797.16,(2)7,164.02. appJaised by the Commonwealth,as of the date of death,at $8,961.18 5C %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DAlE OF ASSESSMENT Tk(ABLE AMOUNT iLE5:S:ALLOWED DEBTS I NET,TAXABLE AMOUNT $4,480.59----'-'"-'--.::...;..---$--------- AMOUNT OF TAX DUE 268.83 $-===============-268.83 ___.l-2..~'::._ $ o If you pay the above amount within three (3)months· cif the dateAof death of the decedent,or on or~efore pril 14 19 70 you may deduct a discount of 5%of tbe amount of tax due,or IoThis tax became delinquent one year after the date of death of the decedent and,in addition to the t~x,statutory interest at the rate of 6%of the tax l'er annum is also due as of * 9 in the amount of I,llf the tax is not paid by the above date additional 'interest is due at the rate of 6%per annum untilIrd TOTAL AMOUNT DUE AP~RAISED By:;tJ jJ ASSESSED BY:--:-::-:--_ I (Inheritance Tax A (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS M:Jk~checks or money orders payable to:, I. IcRuhU I\MAaN-v-o'¥ To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: ':~,...."',,2 "'1 l . . .,•I,r,.....•, (over) •1, If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent far forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made pJyment,their official title and the amount.I ,"",.I,• ... 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 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 actlKllly paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These scme 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 1-12-70 TWA Plane tl.cket 48.30 n.n·n.70 TWA Plane ticket 4R 10 1-10-70 C".......""",___'""n ..J 130.00 1-14-70 Funeral.'-~~~.........1.096 00 1-17-70 F1 35.00 .l-.L"(-"'U «ev.John Adams Services 40.00 1-11\_70 ~ne:raVl.n2 on stonp.,t:.nn , _,~_7n Church PledE!:e 20 nn TOTAL $1,433.60 (attach separate sheet if required) COMMONWE.ALTH OF PENNSYLVANIA) SS: COUNTY Of Washington Pauline E.BlairI,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,Mrs.Anna Dluski ,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 kn:>wledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND 5UBSCRIBED BEFORE ME THISFebruary19-1Q. ~~rgaret nails,2-27-~1 13 DAY OF (S)Pauline E.Baair Si gnature 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 .:leductions listed above in the total amount of $g Date of Approval:_ Register of Wi lis Form RCC-2 .....~.~.?..:.......~?..'.........~..~.!..?................................COMMONWEALTH OF PENNSYLVANIA DATE DEPARTMEN'I'OF REVENUE RESIDENT INHERITANCE TAli WASHINGTON.,r ..COUNTYBUREAlTOFCOUNT'y COLLECTIONS •••••••••••••••••••••••••••••••••••••••••••••••••••••••••«"•••••••••••••••••.•••.••.••••••••••,••. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.............9..3...::.7..Q.::.l.g.e...................................... Whereas,......MRS.A.....ANNA....DL.ll.SKI...........................................................................late of ...........................L.ANQ.~.L.9.TB............................................... in the County of ..........................................WA.$HINQ1:.QN....................................................Commonwealth of Pennsylvania,having died on the ....................................14.th..........................................day of .............J.~.n.y.~.r.y....................................19...7.9.,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 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 ApprallementDelcrlptlonofAlletValuesMadeforInheritance Tax Purpo.e. $ JT.HELD PERS.: Jt.Bank Accounts (1)#63-16455 and (2)#63-16270 held in the MELLON NATIONAL BANK,BURGETTSTOWN OFFICE, BURGETTSTOWN,PA.,in the names of MRS.ANNA DLUSKI or MRS.PAULINE E.BLAIR and (2)MRS.PAULINE E.BLAIR or -- MRS.ANNA DLUSKI.Opened (1)8-24-55 and (2)1-7-55. Balance as of date of death,(1)~$1,797.16 and (2) $7,164.02 Total $8,961.1R One-half taxable $4,480.59 4,48C 59 Gross Value $4,480.5.9- D &-D 1,433.60 Clear Value 1 046 99 II I fonn~;v~hbl~:::~h~:<>rn·CC/t~~·~:;~e~..~~c:~~~;;;;~~~~~Q~ praiser ..........................................................................................................J ...................................................... .~ber and Stree.#.:7......................................................~...........~......r··········..·....··..·.......,Penna.(POlt 0 ~-- WASHINGTON -Ctf ~County RESIDENT INlIERITANCE TAX APPRA.ISEMRNT Estate of MRS.ANNA DLUSKI................................................................................................................... Deceased. Late of LANGELOTH ~ Date of Death,J.anuary 14.,1.9.7.Q.t: Appraisemel!t Docket Vol.,.3...8.:t... Page,st.'I.~1 No.6..3..~..7.Q.~.l5..e............ Filed in Register's Office,?~..l.:.§.~J9 ?..9.. Anwunt of tax dtte $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,!..•..••....•••....•....•.••.•.....••••..•.•••••..•• Wrote abo,ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. (' " ~ ,, ~ R CC-43 (5-65) COMMONWEALTH.0F PENNS'('I::.VANIA DEPARTMENT OfOaJtfS~bE,CcO ;",. HARRISBURGf I t'c(jLl/i~/ONS JAN 19 2 ~6 flJ '70'7 ,'an.lS.1910 J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTIONM.uoa la1;:.onal 8'U$,.TNat Oempea,... ADDRESS Main &:MoOlu.1'e ~t.at S....tt.tOWR.P.lSOa ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOS~T-:",~6J.;;J)..-1101!i6iJf1147:SJ...·''_-'-__-'-_ NAMES ON ACCOUNT OR INVESTMENT .»8,Aa~Dl\lSld .S'M.a.PQQlla&E.Blai..-- DECEASED JOINT DEPOSITOR,.l~ TRUSTEE OR INVESTOR )I.e.Arm&.P1.sk1 _/. ADDRESS BOx 6,LaDgelotb,Pa.~SO~ DATE OF DEATH ,tann8rr 14.1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR pen)intiS E,BlaiS' ADDRESS BOX 6,Laagelotb.Pa.l$OP4 RELATIONSHIP TO DECEDENT_...M....oUllt.l.lobeu.._----_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 8-24..".-/ BALANCE,INCLUDING INTERESt . DUE,AT DATE OF DEATH $*...17.....9r;..a1....1_6=--_ f8 C 1.~~1~~..~~}J·21 197,.J ~~3.~I '&~U tL;£''10tf-1V-7D J.h y.;'"/( /~ R CC-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 FINANCIAL INSTITUTION M.l1onNet~oll.1 Bank au 'tPU8'OOt1t2ant ADDRESS Main &ltc01w.ste.t Burgettstown.Pae 1$021 ACCOUNT NO.OF JOINT,.-. TRUST OR INVESTMENT DEPOSIT......""'"'--_c;:,.3o£-.....1.=6...21.....8.....·-'--_ NAMES ON ACCOUNT OR INVESTMENT Ml'e.PaullneE.'Bla1.or M.-s_.Anna Dluski DECEASED JOINT DEPOSITOR,.,..l'.;/ TRU STEE OR INVESTOR __--"M......iU<s......to:-.-"lA~nllo&1\Q.a-'",::;,;l....·,.uJ.Nlk..S._~/------ ADDRESS _302 Tbird'••••·!eengelof;b,Pa I 1>0$4 DATE OF DEATH _---=1::...·=14=·•.....i7L.:O~'---=-~__ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR "re,Pan]bleB.B3 as .. ADDRESS )OZ'rb.1Pd Ave It :Lanselotb.Pa .1SO~4. RELATIONSHIP TO DECEDENT--::.M~ot..'ltU.l'hl¥.e ...,_",_._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 1-7-,g v BALANCE,INCLUDING INTEREST' W.DUE,AT DATE OF DEATH $1164.02IlI"4flh ~';;~'';J11.({l 3 S.fr7.0 !-jp"'.~/~~'J¥z({,~/"-I-~"~/~.7~.0 .~""L.I.4:l'":;':::t,IL.c~I!-Illo..:::\'~'wt=-ut.JJ~~';p;::.Lt.=~==-_t:.Signa'ttre )'~~TITLEt/-IL/-'7o /0.75-J' /