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HomeMy WebLinkAboutOC1970-0374 - ESTATE OF REBOSKYR(flC-134 (8-55) ,COMMONWEALTH OF PENNSYLVANIA ,~.;;D~!ARTMENTOF REVENUE BUREAlI.I OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEM~NT AN-D ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION __iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiii~iiiiiiiiiiii;;;;;;;i;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii!.iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiJ TO:_-A·.....JlIII.,IJlu·T..aA>-A.R_......TL.I3A~K..A....CSIl;J-_ 911 SECOND STREET __...;..;C~NONSBURGJ PENNSYLVANIA 15317 Date:January 30,1970 County WASHINGTON County FiIe No;3:~~_-""""'t,,--/__/_ Bureau File No.£3-?t5;3ZY ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Jan.13,19-.7.0,rou came into ownership 0 certain property t roug transfer from FRANK REBO'SKY,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.Sav.Acct.#16225 held in the J..PITTSBURGH:NATIONAL BANI,CANO.Snnae OfFICE,CANONSBUIO,PA.,in'the names of FRANK REBOSKY or JULIA R.TAKACS.Opened 3-22-57.Balance 'as of date' of death,$4,847.97,'\,.I '•-, appraised by the Commonwealth,as of the date of death,at $4,847.97 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT 2c/2~~Y/$--~-~r-~~::""'--::?(p @o..!> AMOUNT OF TAX DUE 145.44 D If you pay the above amount with in three (3)months' of the date of death of the decedent,or on or before April']3,19 70 you may deduct a discount of 5%of the amount of tax due,or 7.28 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 $===============.. (Agent for the Commonwealth) 145 ..44$ ASSESSED BY:_ INSTRUCTIONS TO TAXPAYERS *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mai I 0;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 who~ 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 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 )\fame,of Payee n Description of Obligation Amount Paid )-;.3:-7c;/f.,..;t'jf~7C"1/","",.k/tlfn._n~....57/o.<7?/ ~'/A '"~_...L-.~)(J 1/.~/.::1£;7 ...s-z::l.......'7-/ (j~.$I//.A.~J /:I _I P.Q.-,;1,0"\'reJ..Y".-.-Il--.~.'Go'0 CA....eH1~A=3 • ~,7;;;L .ffl"(I .•"j ~~/C7J.d'-eJ...d..~v."7L "-'/,f_1/f&l-'e-".<.~,,-.0 _ ~....1/./~~•A •'-"v .?~...5 ...;::>~ J.h'Z,,"""""'".JI!e)///~\ ~--"'~.~~ft(4 ..-../~-~~~cPJ..e;Y--c:7 /J' V TOTAL $o?~tFc?.~/ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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.cJ'.. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF ____________19__-.J."..-{.::l-..-'---=-::----:-::::-------- 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:_ Register of Wills I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...........A.p..r..!J......7..l......J..~.7..Q...... .,DEPARTMENT OF REVENUE RESIDENT If(HERITANCE TAX COUNTY ·············lv.ASHTNGTON··········B~EAU ~F COUNTY COLLECTIONS I't......................,... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.............§I=..7..Q.::..~..7..4..u................................. Whereas,.............~~.~.....~~~.9..?~~!...........:.......................................................................late of ....................GAN9.N.S.lJURG................................................. in the County of ....................WASU.l..N.G.T-ON....................................................................Commonwealth of Pennsylvania,having died on the .................................1~.:t:.h...................u..u....................day of ........u.........J.a.nua.ry.....u.......................19uu.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 Appraisement Description of Asset Values Made for InheritanceTaxPurpoles $ - JT.HELD PERS.: Jt.Bank Acct Say..Hlf122C;hpl~; n -rho PPT''T'.....I.,l II.'~u NATIONAL BANK CANONSBURG Ut<'l1ll :1';r.AN PAIN......H IH .;.......1...... },~.~~~.... names of RRANK REBOSKY nr .TITT.TA R rrAJ(A(".~a -"-:z ..,..,c: Balance Ii:I . I as of date of death,$4,847.97 One-half taxab e ?A?~ i ~ I I GROSS VALUE $2,423.99 - D uD 2,683.05 Clear Value NILXOC1('l'<:IU~A'W x x X Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on thisH"H"H7.thHHH"""H"day of April H.... ·..H H·...H....19 ..70. ..................... Appraiser ................................................................. 1vASHIN~and Street) HHHH ·..···HHH..HH.H'H'Penna. (Post Office) 'vASHINGTON ESTATE INSOLVENT County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRANK REBOSKY.....••.....•......•.•...............•••••......................... Deceased. Late of CANONSBURG Date of Death,~I.~n.~~Xy 1..3..,J.Q.7.0 Appraisemel!t Docket Vol.,~.~. Page,...............................................No.......6.3.-.70._.3.74.... Filed in Register's Office,AP.E.~.~?..19 70 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. ~;. .."" , f R CC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J 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 FINANC IAL INSTITUTION __P...i ....toMt.w,;sblol.lulot.lrIot4S~hol..../olNLWauoot ....iw.onL.\Ja~JoIo....loB""'a.....nLDk _ ADDRESS 4 W.Pike Street.Canonsburg,Pas 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings.#16·225 NAMES ON ACCOUNT OR INVESTMENT·Frank Rebosky or Julia R.Takacs----- DECEASED JOINT DEPOSITOR,\/' TRUSTEE OR INVESTOR ....F=r=an=k:=.-:R=e=b=o=s=ky~_\/_ ADDRESS__--'9:Ul!::.:1!ll..-!:iS:.s:e~c~on!l::d!:6....JS:L!tllOl!r::.Sie=.5ieu.tUL,_Cllc:;·afiljnWollUn..usu.bi!Jouw.r~g-l-'_PLa~,...1~5L.;3ul..J.7 _ DATE OF DEATH January 13,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Julia R.Takacs ADDRESS __--:::.9.:=1.::.1....:S::;.:e::;.:c::;..:o:.:::n:.::d::.....:::S-=t=-re=-e=-t=-,~C:.::a:.::n~o:::n=sb=_u:.:r::.;g2.J,t:.-:P..:::a~._.::::1:,53:,;'1=-7~__ RELATIONSHIP TO DECEDENT daughter-----.-;:::..----.,;-----------DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED March 22«1957 V BALANCE,INCLUDING INTERESTDUE,AT DATE OF DEATH $__4_,;....8_4_7_._97_·_ IY ~c:<\'~ Signature TITLE Assistant Vice President