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Home My WebLink AboutOC1970-0175 - ESTATE OF KLAMORICKRCC-134 (1-69) COtXM'bNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE Q~J~.tf.ERIT.ANCE TAX APPRAISEMENT"AND AOSSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:I.Il.l.IAN KLAMQRICK 1033 BOULDER STREET CALIFORNIA,PENNSYLVANIA 15419 Date:__..::.F-=e:=b::..r-=uar=--Y~5:....1.-=1~97..!..O~_ County __~Wa:::.6::..:h::.::1=ng.:2..:t:..::.an:.:-.._ County File No.__-:--_ Bureau File No.?.Jf -/o-/Z..s.- We have received notice that,~l:~f<XXXXXXXXXXXXXXXXXXXXXXXX:"{.xx.xxxXXxxx.xxxxxxxXXXXX on Ja.nu~\ry 12 1~,you came into ownership of certain property through~IY'Di~~ x.~K'>!u~dlx~m~w transfer from,TILLIE KLAMORICK.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.Held Savings Account #5066,hald in the PITT~,BURGH NA'l'IONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANIA,in the names of TILLIE KLAHORICK or LILLIAN KLAMORIeK.Opened November a,1946.Balance as of appraised by the Commonwealth,as of the date of death,at $1.772.22 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DAT'E OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 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 April 12 19 70 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death 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 until paid TOTAL AMOUNT DUE $ $__..t:.8:u.:B~641..1.l.J _ 53.17 53.17 AMENDED ASSESSMENT Pcft.;/$---=-~----/50-1 cYJ ,-----------/' $================...............====- APPRAISED BY'\b4-L.+l,--~,....4,,-,~~.f----ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to youroccount this Official Notice must accompany your payment.Mai I or bring it to: -~WWtll NA.~H ,,~!I1SM.TH 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 perso!1'to'whcrm you made payment,their official title and the-amouqi......". Dote Paid Nome and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the dote 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 an executor,administrator or other personal 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 ,,_J/_70 '-'f/1A~C-/-111>.1.7 ~f.//S:S<i4 O't) '7~..0./.5~_o .f/~----~//v TOTAL $/c-G¥ot (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) 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 ~~_T_HI~OAY OF a1~~ 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:_ Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX<f .-~ APPRAISEMENT DATE ~.~~..~!.?.~~.~.?..~. COUNTY WA.S.l:UNG.T.QN . 63-70-175FILENO . Whereas,T.~~.~!.~~.~A.~9..~.!.9..~late of 9.A.~.~.~.~.~.~.!.~. in the County of ~A.§~.~.~~.~.9..~Commonwealth of Pennsylvania,having died on the 12th day of J.anuary 19 7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:w...~~..~9..~.~X ,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 llfe 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. Delcrlptlon of Allet JT.HELD PERS.: Jt.Save Acct.#5066 held in the PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PA.,in the names of TILLIE KLAMORICK or LILLIAN KLAMORICK. Opened 11-8-46.Balance as of date of death, $1,772.22 One -half taxable Unit Valuel $ Appraisement Made for InheritanceTaxPurpoles 886 11 GROSS VALUE D &D CLEAR VALUE $886.11 1554.00 nil ESTATE INSOLVENT. form~;V~fhh~~::%~;~~~/,~~~:~:;~e~~~~=~~~;;~?~;!~: praiser .....................................................................................................;J .. (KU7 and Stnet)/__--'J • ................................~(·P;;;t"·om'#···········..····..···:::-::·..·..· ,Penna. 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of rIL.L.l.~.....KLAMQR.IC..K... Deceased. Late of CALIFORNIA Date of Death,January 12,1970 ........................................................... Appraisemei!t Docket Vol.,3.8... Page,No 63._.7.0-1.7.5 Filed in Register's OfJi.ce,7.~.l..7..~19 7..0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,. Entered and charged,............ ~ .~. RCC-43 (S-6~) COMMONWEALTH Qf P'i:eNSYISANIA DEPI\RTMENT OF REVENUE HARRISBURG I - NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureou 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 FIl'4ANCIAL INSTITUTION P1ttabursh National Bank ADDRESS $econd and Wood Street.California Pa 15419 ACCOUNT NO.OF JOINT,.' TRUST OR INVESTMENT DEPOSIT_S_..v1__..~..;....;~::::.;,.•..;....;·,066;;;.....'_'•._.•_..'._ NAMES ON ACCOUNT OR INVESTMENT ,tilUeKlaJnorick or I:4U1u Klamor1ok------ ADDRESS 10»Boulder Street California P..)~9 DATE OF DEATH Januaq 12,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ...;;14=)1=:;1=811=,...::::K=1a=MO::.:·::,.:r1=ck:::·'---_ ADDRESS __l_O..;..."~Bo_ul_',_d_er'_,_S_tr:-;._8i..;...,-:.,C_tU.;;,;.;;1;;..;,f..:..;or'n;;..;,';;.;;;1..:;;.a....:.;f.-=a~1::::::.5~41::::.!9:...:--- RELATIONSHIP TO DECEDENT_~n~"Mlltgg.t:bq'..e.t"~·_ DATE DEPOSIT OR INVESTMENT ' WAS ESTABLISHED November a.19M ./ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_....:;.=1z..:.77....:.;2:::;.;,.=aa;:;;.'~-~::r---=::.......::::-----