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Home My WebLink AboutOC1970-0333 - ESTATE OF MAYERCHAKRCC-43 (5-65) COMMONWEALTH 61=PENNSYLVANIA DEP'kRTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsy Ivania 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 CHARLEROI FEDERAL SlWiNGS 8 l n.:..~:'')S:L P.O.B~i~~~9 1st 81 L.c~:.;'~/..'~. ADDRESS .~:--:-=-:-::-:-=----ff":7.''+-='~~'7--~"-:;";"'--~'-~"7-'oft-'----:-----------ACCOUNT NO.OF JOINT,uflr".:"'LIIVI,rc.:~!tA.1JU....... TRUST OR INVESTMENT DEPOSIT'Sai\dngs Account'#11!tOl NAMES ON ACCOUNT . OR INVESTMENT Mrs.Ha.ry Regula or 11rs.Nary Hayerchak DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR _--:--_~_1r_$,_._MaI'y 'I_'1a_y_er_O_hak_'_'_ ADDRESS __l_2_0_L_U...;,;.~...;,;.ll_a_··_AVI...;,;.e..:..L.I_Ch;.::,:;;:ar:.:1:.l=·~=.::ro::..:i::.z;.....:P:..::a:.:.-:l::::::::5~O~22=-·_ DATE OF DEATH January 1,.197Q SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _-:M_r...;,;.s,...;,;.._l-fur...;,;.:l·.~y_Re__=.=:.gU1=·:::·a _ ADDRESS __12__0_Lu_e_lla_._il...:.,v_e•...::I:.,.·_C_ha_r._~_er_o.....:i~;·_P...:a:..:.•...:l::::5:.:0.::2=-2 ___..---- RELATIONSHIP TO DECEDENT .Hary Regula l'1other to Mary Mayerchak DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Ju.'1;e 3,1969 BALANCE,INCLUDING INTEREST 822.07DUE,AT DATE OF DEATH $_ '-. ,2:<,07 ·a g}Z-.'-//.0).f7~' Signature TITLE r-1anager C;;'~rleroi Fc~e;::.l ~.:..viu:;t:I'U.l; L~t..:l h.~~ocitltion .CHARLEROI ,PEN"NSYLVANIA TO:__=MR::..:.::S~._·=MA:.::.:R..:..:Y:..........:.::RE=G:...::U.=:LA~_ 120 LUEtLA 'AVENUE Date:February 24,1970 -County WASHINGTON County File No ...33-S-K-6 Bureau File No.;;j-z~--e:5:7'3 15022 .,\.... OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION COMMO'NWEALTH OF PENNSYLVANIA ~.DE't'ARTMENT OF REVENUEt~tBUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RCC-134 (1-69i .We have received notice that,'a on Jan.,I,19_7,Otou came into"ownership of~~ ~W~~·W~.~~~·trailSfel"from MRS.MARY un MAYERCHAK,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 j Sav ~I Acct.#17401 held 'in 'the CHAR~ROI FEDEnAL SAVINGS &LOAN ASSN.,C)jAULEROI,PA..in the names of MRS.~fARYllliCmLA or )oms.MARY MAYERCUAK.Opened 6-3-69.Balance as of date'of death.'$822.07.1 , appraised by the Commonwealth,as of the date of death,at $822.07 100%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 $__~8~2=2:..z..'O~7L...$-------- AMOUNT OF TAX DUE 49.32 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr.·1,19 .70 you may deduct a discount of 5%of the amount of tax due,or D This tax became.~ennquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest·~hth~'rate of 6%of the tax per annum i~.;.o.!:~o,ouJ as of*~__ 19__in the amoun.t of *If the tax is not paid by the abo've date additional interest is due at the rate of 6%per annum unti I .i'.paid (Agent for the Commonwealth) ASSESSED BY:_ TOTAL AMOUNT DUE APPRAISED BY:_~~---J~~'..:!:.~:-L-=-'.._~-=,tI-=-...:....:r...-e=-7~ (Inheritance Tax Apprai e $49..32 $-================ INSTRUCTIONS TO TAXPAYERS.. Make checks or money orders payable to:To insure proper cred it to your account fhis Official Notice must accompany your payment.Mai I or bring it to: ........._.',~...~I,·, 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-dote paid,name and addr.ess 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 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 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 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 IJ/J /1 ."elY/J.-,A //d~.f/.......n /J "7/.0..~I ~..;'-,L ~.q 77 t?c) . TOTAL $/J7?r-d (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of:_ SS: Signature of Taxpayer Cf):,DAY OF~--+--SWORN AND SUBSCRIBED BEFO I,hereby certify that the foregoing is a just and true statemento'f funeral expenses and other debts of the decedent,,for which :1 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 ~wHI not be claimed by any other person,for inheritance tax purposes. 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:_ Register of Wills Fonn RCC-2· DEPAJtTMENTOF REVENUE.,..,.'B~EAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENTiNItEl'UTANCE TAX APPRAISEMENT DATE Har..c.h .3.0..,1.9..7.0 . NTY 'vASHINGTONCOU .. FILE NO ~..~..:.?..Q.:..~.~..~;.. Whereas,~.?..~~.~X ~~AX.~~.~.~~~late of QHA.R~~.RQ.l... in the County of JiA~HINQ.TQN Commonwealth of Pennsylvania,having died on the !..~.~day of }.~P.-JJ~!.y 19 7.pseized and possessed of an estate subject to Inheritance Tax under the laws of "he Commonwealth of Pennsylvania'.., Therefore,I,.....................................¥L.....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 transfer inheritance taxes at the lawful collateral rate on any such future interest.I Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ :JT.HELD PERS.: JT.SAV.ACCT.#17401 XEXXX held in the CHARLEROI FEDERAL SAVTN~S rfi L()A N ASSM r.J.l'A RTRTun 'DA .:......1..................,1 - MRS.MARY REGULA or ~1RS •MARY MAy ',11:;H'AK ().,h .l_hQ ~ ---..Balance as of date of death,$822.07 Fullv taxable R??(\7 GROSS VALUE 822.07 Df~n 1 ":1.77 (\(\ 1 ., CLEAR VAT.TTF.l\TTT ... ; I ., -l'Ii:>l.til.r.1\1 ......'~NT . . I I I I , Having been duly sworn ~ffohding to law,I do hereby certify that the above appraisement is made in con- formity with law on this .................:t:................................day of .........................M~r..~.b..................7~·......:;·..·;;....::;·..:..............19..7.0...... ..............................................................._~~..Appraiser .................................................................................................................................................................. WASHINh~~and Stnet)..............................-........................................................................................................,Penna.(Post OfBee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT ESTATE INSOLVENT EstateOf MRS.MARY MAYERCHAK..........................................···..·············..·..·········....·········..····..·····D;~;;;;;;: Late of CHARLEROI Date of Death,J..~.n'".~Ty l.,19.7'O . Appraisemel!t Docket Vol.,J.!3.. Page,No J?;3.~.7..Q.~..3..3..3. Filed i,~Register's Office,........M.~T.L ...3.0....19...7.0 Am.ount of tax due,$. .. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,.. Entered and charged,.. i .., (I ~