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Home My WebLink AboutOC1970-0369 - ESTATE OF PATRZYK• -/.' I •. I, I ., { COMMONWEALTH OF PENNSYLVANI~f DEPARTMENT OF REVEN~~BUR~~/b£D .HARRISBURG UUTYCOLLl[TION~. HA~20 239 PH '70 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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: REPORTINGFINANCIALINSTITUTIONS Mellon National Bank &Trust Company ADDRESS Main &McClure Streets,Burgettstown,Pat 15021 ACCOUNT NO.OF JOINT OR TRUST DE POSI T OR INV ESTMENT ~6.J..3......:-1=-9.L:.1!!:.:6~1L-.....,....-....;..;..._ NAMES ON ACCOUNT OR INVESTMENT Walenty Patrzyk or Frances Marosi· .~ ADDRESS RD2,Avella,Pao 153]2 DATE OF DEATH _---L3......:-1=-7.1...._7L::O:...-.....,....--,--_...,....-...,....-...,....-__--"---.__ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _--=.F-=r...!:a~n:!.l::c~e~s~M:.liaur_.30ot.llsil.lli '___'___~_ ADDRESS RD2,Avella.Pat 15312 DECEASED JOINT DEPOSITOR, TRUST EE OR INVESTOR __---,-W:.:.;a::.;l=-e~n::.t.::..yoa--:P:..:a:=.;t::.:r~zllS.oy~k::o.·---------.....~..........J--..z--- RELATIONSHI P TO DECEDENT_----D;F.Ar-=iUo<el.!JnU/d!..-.-'--'---....--~----_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED....;..;...8_--:-8_-6_1_,--...-...;...__...,.-- BALANCE AT DATE OF DEATH $~8:..a.7.i102'''''A~8..L3•----'--....---- .,. \.'..,,, ..~TJkAsst. ""..'::\./~/J' .: ,~-~-------------~._---_..__..~._---_._~---_._-..__._-- AVELLA,PENNSYLVANIA 15312 TO:__F;,;,...RA~N_C_E_S_}'_fA_R_O_SI _ R.D.#2 ,. RCC-134 (1-69) COMIOIONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY CO~tEt'nQl;lS INHERITANCE TAX D.IVISION , ( OFFiCiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:A..:;.p_r_i_l_3.:...,_1_9_7_0 _ County __W_A_SH_I_N_G_T_O_N _ County File No.J$"-to -l' Bureau File No.kJ -.7tJ-Jt~; We have received notice that,~xooxmJ{~:JDpX1..xXX..v..XXx..~"1Q(XXXXXXXXXXXXXXXXXXXXXXXX on Mar.17 19-19,you came into ownership of certain property through J@~ti~it~"'fiOK ~~~~~~~~~lX transfer from WALENTY PATRZYK,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. FRANCES ~~ROSI.Opened 8-8-61.Balance as of date of death,$872.81 The property on which tax is hereby assessed consists of:Jt.Bank Acct.#63-19167 held in the }.lliLLON NATIONAL BANK,BURGETTSTffiVN,PA.in the names of WALENTY PATRZYK or appraised by the Commonwealth,as of the date of death,at $__8_7_2_._8_3 _ SO %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_....:4~3.::..6.:-.4;.,:2:....-__ijJ(,.~oZ$--~---::-----foo.00 AMOUNT OF TAX DUE 65.46 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before June 17 19 70,you may dedu~t a discount of 5%of the amount of tax due,or 3.27----------- 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 (Agent for the Commonwealth) 65.46$ ASSESSED BY:_APPRAISED BY:~::::::::::::~L1::::::::::=~~~~'L 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 bring it to: 1~3bH nJR THE COr~1f.:Oi~~J[ll~l·j :I CGUHT HOUSE WASHltJGTON!,PENfJA.16301 If you have already paid this tax to an executor,administrator,~ttorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the'dat~paid,name and address,of the person to wh.,,"! you made payment,their official title and the amount.,-,~j••\.-,,.... 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 !:t-.J/-70 jql/WlAA/;:=/JA.),f#AL !-I n_~-Ft/AJl.RAL C V"/J .,6 ,J C f r YI'l(}.o 0 / '.,.~.~.- TOTAL $l'oo-oo (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,thet 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 Signature of Taxpayer '-------0 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 $_ Date of Approval:_ Register of Wills Fonn RCC-2 ..DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRiSBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE AP.r.t.1 .7,.:l,9..79 .. COUNTY Wa$..hi.ngt.QP... FILE NO............??::7.Q::.2..?.2 . Whereas,Wgl.~.nty p..~t.:r..~y.k late of Ay.'?.JJ.~. in the County of W9.-.!3.h-Jn&t.9..Y.l Commonwealth of Pennsylvania,having died on the J7..t..h day of }~.<::h 19 79..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,yJ.~:?:..~.Qh.~~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. JT.HELD: Descrl ption of Asset Jt.Bank Account #63-19167 held in t he MELLON Unit Values $ Appraisement Made for Inheritance Tax Purpoles ---------------------------------------+-----fl------+--- NATIONAL BANK.BURGETTSTOv~.PENl£YLVANIA,in the names of 1tIALENTY PATRZYK or FRANCES r1AROSI. Ouened 8-8-61. ESTATE INSOLVENT Total 436 ~2 436 42 1-------------·--------------------------t-----1It------t--- Having been duly sworn accordin~to law,I do hereb~certifth.at the above appraisement is made in con- formity with law on this .:?~....day of ......:.......~.............19.:?a.L.....~.'7:bW'PA~8'{;-- .("')''1'''7 ,.~;';ber'~d'Street')'.. ..'-<2/c~·'d-·~';;;;;·.i'"'.Penna. \fASHINGTON County __I,- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VJALENTY PZTRZYK Deceased. Late of AVELLf;. Date of Death,~~.<::J:1 J7..t :L.97Q . Appraisemel!t Docket Vol.,. Page,No (>3..~.7~.3..9..9 . Filed in Register's 0 ffice,..~p;rj..l .7.,19 7.Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'0»1 Appraisement,.. Entered and charged,. .\ ....- ... FICC.134 1(-69).. I).COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLL.ECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INfiERITANCE TAX APPRAISEMENT oAN'O ASSESSMENT OF ASSETS NOT SU BJ ECT TO AOMINISTRATION I TO:,.-----"'t.HRSe=...!t'.-'F~'I.i!:..,~J:..'!.~W=uW::.:S·:;::1:---- 15352AVELLII#PENNSYLVANIA I ' I·fay 11,lo/lO .Date::! County Wa_'_$_hinst_·__on_·.( County File No._...::::3=---f_,._~_6_-~f 1~1 Bureau File No.td'--/cJ/~If ';1 We 1ave received notice that,~~~~~~~I' on,.-.March.,17..19-.7Q.,you came into ownership of ceo rta.in p'ro..R~r.t~Jhrough ',g 0 survivors 'p,w IC •~~.......'..transterhom"WALENT!PA'nt~I1\~deceQ.~e •, 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 Series E,Bonds,f ~ow:(4) $500.00.One (1))".000.00.anq S1."<(6)$100.00.In the names of't'ID\ENTY Wi'l'J:\ZYi.01' of Date of DeathI'5//17.12. appraised by the Commonwealth,as of the date of death,at $ ,;j717t 12 50 %of this amount is taxable at the rate of l'% ORIGINAL ASSESSMENT I, t , I, AMENDED ASSESSMENT ~ DA lEOF ASSESSME,NT.~/ TAXABLE AMOUNT lESS;ALLOWED DEBTS NET .TAXABLE AMOUNT AMOUNT OF TAX DUE 2,a;8~56$--------$2,858.56 i 440.00 I ~ 2.418.56 , • 362.78 o If you pay the above amount within three (3)months of the date of death of the d~cedent,or on or before June 17 '19 70;you may deduct a discount of 5%of t'he 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 428.78 TOTAL AMOUNT DU E $$============344==:.64==,= /l J I-/1/ APPRAISED BY/W f,l..A::-C'-;~£...G-ASSESSED BY:.,....-_ (Inheritance Tax A raiser)(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 bring it to: AGEtH np T"~"'Q"~rrrr;CJr.r;) Cr.HJ8T '{~01j!c ViASeUi'iGIGtJ,PEGMA..~-- If you have already paid this tax to an executor,administrator,attorney or other personal representative of th~ 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.~,~~ Date Paid Name and Address of Payee Officia,1 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 no'tice.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 pbyment,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 5....10-70 Rev G.A.Benton Cemetery J,ot and runeru flaSS 65.00 b....25...70 Kubt~f\!onument Co"G~ave Marh:er ;>.t.;J"VV 3-1&..70 St.!achaelts Church Grav&Opening 00.00 TOTAL $440*~OO (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ 5S: Si gnature of Taxpayer 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 I,th~undersigned,duly elected Register of Wills in and for the above county,do respectfully report that Id have allowed deductions listed above in the total amount of $--------0 Date of Approval:_ Register of Wi lis r - Fonn RCC-2 •COMMONWEALTH OF PENNSYLVANIA DATE ......Hay....lL,....19.7.0.............. ,.'DEPARTMENT OF REVENUE RESIDENT INHERIT~CE TAX ....WAS.HI.NG.TON.................COUNTY .................,-BUREAU OF COUNTY COLLECTIONS <- HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......6..3.~..7.O'~.3.6.9.............................................. Whereas,..................VlALENTY.....PA.TRIZYK..............................................................late of ................AVELLA................................................................... in the County of ..............~v.A.~.f.J:!N9.'T.9.N ..........................................................................Commonwealth of Pennsylvania,having died on the ...............................................1.7.th ..............................day of .............................March...........................19.....7.0 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 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpo••s $ JT.HELD PERS.: - JT.Series E Bonds,four (4 $500.00.One (1) $1,000.00 and Six (6)$100.00.In the names of lvALENTY PATRIZYK or MRS.FRANCES J.MOROS I.Purchased at various dates fro 8-43 to 9-49.Value as of date of death $5,717.12 ,One-half taxable ?A~A C:1i- I I I i Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ........llt.h........day of ..........May..........................................~Z ..··..~....···..··....·19····70 . .....................................,........................._.~.................................... Appraiser ....................................................-............................ ...............,................................ (N'umber and Street) ................··············WASHINGT~t···Offl·~~i ..........................................,Penna. l,'w,••_''''''.'_'&L=_MiA ...'iASHl.NQ'rQN...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WALENTY PATRIZYK Deceased. Late of AVELLA Date of Dealh,Marc.h ..l.7..,1.970 Appraisement Docket Vol.,~.§.. Page,6.0""8 No 6..~.~..7.Q.~.3..6..9 ..., Filed in Register's Office,:s..::.!.!.:.~70 ,.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal It-om Appraisement,. Entered and charged,.. " -,.