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HomeMy WebLinkAboutOC1970-0243 - ESTATE OF GEVANOSKI, ,COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF RtVENU.E HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building· Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report: DOmlntka t1svanoskl ."R%!s.'auline WOj~le&lkf(!--- DECEASED JOINT DEPOSITOR,/ TRUSTEE OR INVESTOR ----4Da\A.·.,tLlmiUi~ta~l ..k~a,......yG@eva¥la;\1~OliJls~ld:a·=__--"'V::--------- REPORTING ..'. FINANCIAL INSTITUTIONS Hf;l11on National Bmk At :.trustCom!)t;lr., ADDREssMaln &McClure $:$treeta,Bllt!!gettstoUQ.,fA.15021 ACCOUNT NO.OF JOINT OR '- TRUST DEPOSIT OR INVESTMENT_~1~7:,L.m.....•··...··_ NAMES ON ACCOUNT OR INVESTMENT ADDRESS ljiOa,l\tTe~ia.,Pa.3$31.2 DATE OF DEATH 12-21..69 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR 'auJS-ne WO.$...t.Q,u••.··------------ ADDRESS BoX 205.,81011a&,Pa.lS018 RELA TIONSHI P TO DECEDENT----£DsJJH'uleg~:_~..6K:el-'i'1'.....~------- DATE DEPOSIT OR INVESTMENT './' WAS ESTABLISH ED---,jI-3-=1I1O'iQ~·-?$.....RL-._v.::....-~_ BALANCE AT DATE·OF DEATH $---1:2~'~Of.:ij3,...&68e------------- -J ~.h- 0l4.",;:r ,_":t ) ----------------------------------------------, __S_L~VAN,PENNSYLVANIA:15078 Bureau File No. Date:__J_a_n_u_a_ry...!!.._8.L.'_1_9_,-7~O--.,;,...__ WASHINGTONCounty _ County File No.~ ~J-7o-~B OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO lDMINISTRATION ITO:PAULINE WEJICK BOI 205 RCC-134 (8-65)..COMMONWEAL TH OF PENNSYLVANIA~'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I~ERITANCE TAX DIVISION We have received notice that •''. on "J)ec.,21,19-n yC?u came into ownership of certain property through r' .",..'''transfer from DOMINIKA GEVANOSKI,-Deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Bank Acct.#17571 held in the _MELLON NATIONAL BANK,BURGETTSTOWN'OFFICE,BURGETTSTOWN,PA •••*-n,in the names of DOMINIKA GEVANOSKI'or MRS.'PAULINE WICK.OPENED'3...10";58.Bal... \,-j 'I "-aBeo as ef date ef death,$r'3I52,..,e6\tO~3T1.6&l8~------------------ AMENDED ASSESSMENT $/:10///1$1:.I,301.84 DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOW·ED DEBTS; NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death,at $_~2....t..;;.6....;;;.O..;;;,3....;;;.•....;;;.6..;;;,8_·__ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT i AMOUNT OF TAX DUE ·78.11 D If you pay the above amount within three (3)months of the date of death of the decedent,,or on or before Mar.21 19 '70 you may deduct a discount of 5%of the amount of tax due,or .3:90 o This tax became del inquent 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 until paid ASSESSED BY:---:-=~-------- (Agent for the-'Commonwea Ith) TOTAL AMOUNT DUE APPRAISED BY:~~4b-~~~Pf---- $78.11 INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1?~IIAM~/~ £~ (over) To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to: 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""'hom 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 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 wi II then be recomputed and you wi II 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 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 /l Name of Payee Description of Obligation Amount Paid Ip{-/~-70 (~H~::z ~_/~b -~.,L)/&.n ,./..-r;,S"9.~- /' - TOTAL $;;tS"7 N-- (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE__W_A_S_H_IN_G_T_O_N__ SS: ~)/.~Signatu~f Taxpayer I,PAIII,TNE WEJICK hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,Dom;n;ka Gevanoskj ,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 11th DAY OF March 19 70.~~~~~- WASHINGTON.WASHINGTON co..pA.REPORT OF REGISTER OF WILLS My Commission Expires February 27,1911 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 $--------1II Date of Approval:_ Register of Wi lis ,'1' ~....\ ~ RCC-43 (6-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENU E HARRISBURc;, NOTE:TO BE SUBMITTED IN TRIPLICATE Pe'nnsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg,PenlJsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report: DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR REPORTING FINANCIAL INSTITUTIONSMo11on Natlonal Bank &~l'U8t COmpanl ADDRESS Maln'Be HCClUl'G Iiitteetul,.!ttrsettstoWIl.Pa.'l$Oal ACCOUNT NO.OF JOINT OR TRUST DEPOSIT OR INVESTMENT -----J2r;iolO\IL'lf-C2...)..-._,_ NAMES ON ACCOUNT , OR INVESTMENT.J)Ol11inioa Gevenosky O~wanda CPWlV r-- ADDRESS RD2,Awlls,Pa,15312 DATE OF DEATH la"~9 SURVIVING DEPOSITOR,, BEN EFICIARY OR INVESTOR -*W~aNft-dQa-C>E,J!lo""tw~n""'1I-----'-----------.,..-- ADDR ESS -;a"""tDPCla....---,.Af!;'vlRleH~r.lil.aaT'.-;l.fHshwr-;l;l-7J-S3:;5;'lIot!2::-'------'~------'------_ RELATIONSHI P TO DECEDENT_-.lD~a~ug~'~billitlJl;;e"",l!;:,-----,------ DATE DEPOSIT OR INVESTMENT ./' WAS ESTABLISHED---l4~_~3~.~6,.,9L-'_.__-'----~--_ BALANCE AT DATE OF DEATH $-~26!iJ-"~6iiJ.,".N7Fila;,..'------------- v ""'".>-I -'.....,/lilT !I / RCC-134 (8-651 COM~ONWEALTH OF PENNSYLVANIA 'DEPARTMENT OF REVENUE fI BUREA'U OF CeUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ApM,NISTRATION TO:-.....WNAWlINI)I!/IA.........C"..awU~NX..I-------­ R.D.1/2 Bureau File No. A!ELLA,PENNSYLVANIA 15312 Date:J_a_D_u_a_r...:.y_8..:,,_1_97_0_·_ County __W_l_SH_'I_N_G_T_O_N _ County Fi Ie No._--'7 -..,...--,"""',....-t5~ZO/;jf@3 '~e have received notice thn~~. on Dec •21 19 6~you came into ownersh ip off~ce;.r~ta~i~n ~p~ro~p:e~rt;y~thhrr:o:ug~h;;;;;;~;;;;.P;;;;:- transfer from DOMINICA GEVENOSKY,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.Bank Acct.#20723 held in the -MELLON NATIONAL BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA.,in the names of DOMINICA GEVENOSKY or WANDA ORUNY.Opened 4-3-69.Balance as of date of death,$2,676.72 appraised by the Commonwealth,as of the date of death,at $2,676.72 100 %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 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 Mar.21 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 $ $_..;:;2.L.,6,::..7:....:6::..:;•...:..7=2__ 160.60 8.03 ---------- 160.60 $-------- $-===============- APPR AISED BY:-SltoIIe:=:.-"",:",!::,--=::"",---r--f---ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: Amount Paid Amount Paid d can furnish proof respectfu lIy report that I gnature of Taxpayer just and true statement of _____,for which I rther certify,that to the er person,for inheritance -. egister of Wills nistrotor or other' ral estate of the TOTAL $ ally paid funeral expenses ed,such amounts expended mputation of tax due.If any itemize the payments below, e debts claimed.and allow will receive an amended 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 w~.~m,., you made payment,their official title and the amount. Date Paid Name and Address oi Payee Official Title Under certain circumstances,if,after the date of death of the decedent,you person or other just debts of the decedent,with funds derived from the property herein tax by you may qualify as deductions against the gross value of the property in the co such expenditures meet all of the three following tests,it is recommended that you execute the affidavit,and return this notice.The Register of Wills will examine th those which he determines to be proper.The tax wi II then be recomputed and you 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 an of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,admi person,al representative of the decedent handling the administration of the gene decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF-) I,hereby certify that the foregoing is a funeral expenses and other debts of the decedent, was legally responsible and which I di.d payout of the property herein taxed.I fu best of my knowledge and belief,these same debts will not be claimed by any oth tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19--Si REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do have allowed deductions listed above in the total amount of $ Date of Approval: R ---------------------------------------------_.._-- Fonn RCC-2· DATE ...... DFd"ARTMENTOF REVENUE rAJREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT,,,~ .....Marc..h.....ll,......1...9.7.Q COUNTY ~~A.~.~.~.r.i~.~.2.r.i". FILE NO "6..3..~.7.0.~.2.4.3 ". Whereas..p..9..~.!.~.~9.A g~.Y~~9..~~.X."late of "A.Y~~.~.. in the County of ~~A.~.~~.~.g.:J:'9.~Commonwealth of Pennsylvania.having died on the ~~~~.~?1~.~day of .P..~.~.~:tI:l~.~.~19..§~.seized and possessed of an estate .subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...........................................W..!......R..!......C.l:JANEX......................................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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ JT.HELD PERS.:I I I -I IJt.Bank Acct.#20723 held in the MELLON NATION ~L I I BANK,UB BURGETTSTOWN OFFICE,BURGETTSTOWN,PA. in the names of DOMINICA GEVENOSKY y.,.~~h..or WANDA CRUNY.Opened 4-3-69 .Bal.as of date of de ~th, $2,676.72 .Fully taxable 2,676 72 Jt.Bank Acct.#17571 held in the MELLON NATION ~L I I BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA.,in the names of DmUNIKA GEVANOSKI (GEVANOSKY)or PAULINE WEJICK.Opened 3-10-58.Balance as of date of deat h. $2.603.68 One-half taxahle $1 101 R4 Gross Value $1,301.84 D &-D 1.659.45 Clear Value NIL I - I Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this .............llth............day of ..................................Mar.c .........1J'J~;...~..:~.......iQ..70 . ................................................~...............:7 ..·......··..·.. Appraiser ............................................................................................................................................. (N\lmber and Street) .......-...................-.....................······~v~tiPTON······..······..........,Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...DOMINICA GEVENOSKY.. Deceased. Late of AVELLA ... 1969 No. Dec.21DateofDeath, Appraisemellt Docket Vol.38J•••••••••••••••••••••••••••••••••••••••••••••••••••••• 63-70-243..Page,. Filed ill Register's Office,:3..:::-J.:L..:::-..19 ...7.9 Amount of tax due,$..:~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged,. .f I If you have already pai~this tax to an eX,ecutor,odministrotor,attorney or other.;personol representotiv~:'of the decedent for forwarding to the Commonwealt~,Jist'below the date paid,nome and address of the per~.~-..:!o whom you made payment,their official title arid the Ol."ount. Date Paid Name and Address of Payee Official Title , Under certain circumstances,if,after the dote of death of the decedent,you personally paid funeral expenses or other just de bts of the deceden t,with fund s der ived from the property here in taxed,such amo unts 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 foilowing tests,it is recommended that you itemil.e 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 M'UST 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 same debts are not also claimed,far tax purposes,by on executor,administrator or other personal representative of the decedent handling the C1dministration of the general estate of the deced~nt or any other transferee, r--..---.--,Z_H_EQ1J=L=Ee-..:O.=F~D=EB===__T~S::_,,..__--_=__,_----. ')~'1a~;p,./~.~d)-~~ofPayt;~.:}~Descrip~i?n of_Obligation Amount Paid _//..'/-"/,4'7';/"-,""u',a":..--:20<.1.--':;;/,-,<-c.<.d/f..L.dfi ~_~-,_/r...t;"'7 ~(- (F / r-----+----.-----'-'-------.-----.----.--------------t--------......t------t------t~-==-----+---------4 I-------+--------------I-----------------------+---------t I-------+---------------j'---------------------+---------I 1------4------------- I-------+------------+-.--------------------lf-----------t I-------+-------------+------'~-----~---------+----------I //rC:;Rr-TOTAL $'/(p -0 /'-.l (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of__W_A_S_H_I_N_G_T_O_N__ SS: I,PAULINE WEJICK hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,---Dom;n;ka Gevanoskj ,for which I was legally responsible and which I did payout of theproperty 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 ~--;.: REPORT OF REGISTER OF WILLSWASHINGTON.WASHINGl'O",~r~.fl•• SWORN AND SUBSCRIBED BEFORE ME THIS 11th DAY OF Marct _._._.19-1.Q.:..n .»1y!l~),,iJ"C v\,-:x,-..la,." My Commission Expires february 27,1111 "- I,the undersigned,duly elected Register of Will",in and for the above county,do respectfully report that I have allowed deductions listed above in the totol omount of $• Date of Approval:--,._ Register of Wills •