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HomeMy WebLinkAboutOC1970-0399 - ESTATE OF LABICKRCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAlJ OF COUNTY COLLECTIONS ;INHERITANCE TAX DIVISION OFFICIAL NOTICE OF ~NHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION 15063PENNSYLVANIA TO:---MMI+tKHE......-I-r!JA-tftBiHIi,.l,;C-A:-K------ B.D.II :4 Date:Apri ],,1970 County WASHINOTON County File No ...31-/3 - / Bureau File No.C-3 -1(;-:3 f! We ha.ve...re.ceiv.ed notice th.at,~s~f~~J~.~A!,J.~~~~o1.~~~..~.".".".."..' on ~93 19-'i'i),fOu'cO'itMhto"o\IIM!MpT,li ~~~~~tt'6butGr frO.NICHOLAS LABICK.DeCealGd. 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.Say,!teet~#36363 J~eld in thea \vESTElUT PEmlSl1-VANIA blA'ttONAtJ BANK,MQNONCAHELA OFFICE.MONONGAHELA,PA •• Hal ti,n<,;O ft.of date .f doath,$913.40 appraised by the Commonwealth,as of the date of death,at $__9"'),1..·...;l.3.o:..!·4!!toO....·_ 1 /a ifo of this amount is taxable at the rate of 15 % ·r ORIGINAL ASSESSMENT DATE OF ASSESSMENT 1/30t $913.4o-~04·45 TAXABLE AMOUNT iot 304.45 :=192~23 AMENDED ASSESSMENT $-------- LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 'Z2.S3 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before ~"e ~19~you may deduct 'a discount o~~ofe amount ortax due,or 1.14 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 th~above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $$================= UCTIONS TO TAXPAYERS APPRAI SED BY:--'I~~*=~4fJ'-.IL4~~- .-ASSESSED BY:_ (Agent for the Commonwealth) 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: C~I.v.'•.vz !\ ~e-~ il' 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,nam,eand address ofrthe person to whom'. you made payment,their official title and the amount:"',".."'..' Date Paid Name and Address of Payee Official Title AmolJnt Paid , )1., 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 WH,ICH 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 TOTAL $ (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. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________..,.-19__ REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 $--------0 Dote of Approval:_ Register of Wi lis MONONCAlmLA,PENNSY~VANIA OFFICIAL NOTICJE OF.I~JHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:A.:....pr_i_l_7_;_1_9_7_C_._ County '·i_-A_S_H_I_NG_T_O_N _ County File No._ TO:-_J~OuHNw·~·~!,Aa;JlIl.oJIu.(L1i~K _nox 496,Rt D~#2 RCC-134 (1-69) .S'OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bl)REAjJ OF COUNTY COLLECTIONS ;;.,IN'HERITANCE TAX DIVISION•- Bureau File No.!e3-2,d,-:-~t9- We have received notice that dt''(j\~fes~r-,jy...o·f!'tl;..·.....-h:-.~-d.~·.·'\t·yyvvVV\'"V'fy\ty"'{ty"I't-:r ..Cl·.,..,'"'yvvxxvvvvXvX·XI•_.J;._~~Q.J....:w;...-:_[l~"'g.~yII!,~Ol ..t -",-.1:_•t '%_1~.z,....~.......\It...\...~.b,..."..t~JlcJ~,.h .....A on iMrcl,23 19-.1...0,you came into ownership of certain property through r~tXOf]s(jl;y}~~p:);,JXXIXXn.,~,.Jr.J'~XJt.)b~ezJtg~:U:@J.:,.,\X!tl'~inStel"f't'CJlll NrCHOUlS LAllICK~Decean~d... 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:S}J..V.LCC1'.'.PENNSYl.VANIA NATIONAL BANK,~iONONCAI'';';rro;i;"n,nO"'·'l""'l'!'"'.J.M(~'.~.T•••:-.~~;m.I~~;:..;....-~-....."...,~........- names of NICHOLAS oX'JOUN LABlel{ DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death at $__....;9~1;:;:..3;;;..,.;;;..,.4...;,'_0_'_ 1/3 ~of this amount is taxable at the rate of 15'% 1/3 01 $913.40=304.45 ORIGINAL ASSESSMENT !of 304.45 I:112.23 .1'$,52.23 AMENDED ASSESSMENT $-------- AMOUNT OF TAX DUE 22.83 D If you pay the above amount within three (3)months of the date i~~eat~~f the dec*nt,or on or before e '19 you may deduct a discount of 5%of the amount of tax due,or o 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 $:================ (Agent for the Commonwea Ith) 22.83$ ASSESSED BY:_APPRAI SED BY:-Ll.=-=~=----.::...-,.<:~- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credi t 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 whom'~. you made payment,their official title and the amount':'.\"" Date Paid Name and Address of Payee Official Title Am'ount Paid .,.'" SS: 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,a~d 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 ~-;;''''_1F-70 J~,'::::7.A-./.-/,./,~---d f.~:J7"~e.7>::;;./6 J /' v . TOTAL $7 /.3~yId (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ich 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_ Si gnature 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 $--------0 Date of Approval:_ Register of Wi lis I ----_..-----_.-.,.'.' Fonn RCC-2· COMMONWEALTH OF PENNSYLVANIA DATE ......Ap::~~....J.:J..,..~9..7..9.... DEPARTMENT OF REVENUE RESIDENT I~HERtTANCETAX ...............~C3:.~~~.~~~..~.......................BUREAU OF COUNTY COLLECTIONS COUNTY ............ ;,r 17127 APPRAISEMENT FILE NO................~~::.79..'=~.9..2..........................HARRISBURG,PENNA. Whereas...................~~?~.?~.~.~.....~~.~~?.~..............................................................................late of ...........................I19.J?9.!¥~9P..~+.!:i......................................... in the County of .........................~J.~.~.~.~!1.g;~.qt ......................................................................Commonwealth of Pennsylvania.having died on the ...............................?3.....:rc:l...............................................day of ....................~:rgh.........................................19....7.9.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................w.,l~..,.....G.HANEY...,...................................................................,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: Jt.Savings Accoutn held in the vJF.STERN - PENNSYLVANIA NATIONAL BANK,MONONGAHI::LA OFFICE, }fONONGAHELA ,PENNSYLVANIA in the m~ams of NICHOLAS or JOHN LBAICK or HIKE LABICK.Opened December 21.1968.3al.45 Total 304 r+5 ESTATE INSOLVENT I I I I form~;V:'::~hb~~~:~~w<>rll~~la~,~a~o~m:~~y~att~e~",.ntismade1~~ ....."72d/..,.....................~.....At......ff!.(2;)7············...................................................'~~ber an Street) .................../,,~......",..................................................Penna.d "........, 1YA$H:r:NG'I'WJ.......H.H.....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MIXEXXu:mxx NICHOUS LABICK Deceased. Late of ~QNQNqA.~LA Date of Death,}I.~.<::h.?.3..t :L.97Q . Appraisemcl!t Docket Vol.,H Page,......................................No..~}::.79:::).9.9 . l.. Filed in Register's Ofjice,Apr..:U..J.3.,l9'7Q . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,H •••••••••••••••••••••••••••••• Wrote abo.ut Appra.isement, Appeal f1'Om Appraisement,HH .......•........••..•..•..•••••••••.••.··•••• Entered and charged, ~J:~~~~: i' ... COMMONWEALTH.OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG .j RCC-43 (4-69) ..l.farch ,30,1970 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 FINANCIAL INSTI TUTION ..£,H:.aelOLifltIlllOiA....rn.u..-'p;£;leJ.llnnw:A~•....JNW:a:U<t..:.n.l,.,·...cBtQQ1:1.1k'--_ ADDRESS Fourth &t·1a1n St.,Monongahela,Fa.15063 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings Account #36363 NAMES ON ACCOUNTORINVESTMENT Nicholas or John Labiek or J.f1ke tablek . DECEASED JOINT DEPOSITOR,j~ TRUSTEE OR INVESTOR _f_U_c_ho_1_Q_s_La;.;..b.....;1=e~k_I.~L-~----: 'I I ADDRESS 4~AND COUNTY 2_.;J_G_l"O_g_g_s_t_•..:..,_M_o_n_on....;g....;ah_c_la--:;..,_P_a_._15.:...06-..:.,°'" TITLE~;ifnaturIS~agor DATE OF DEATH 1~·1a::.:rc=:h~2~3,J--lllIl"'-97LlOO~_--:------------- SURVIVING DEPOSITOR,. BENEFICIARY OR INVESTOR t1 John Lab1ck or M1ke Lab1ck '?t (t ADDRESS (Box 496,RD2,Monongahela,Fa.)(RDl3,Monongahela.Fa.) RELATIONSHIP TO DECEDENT Brother-----------------DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED December 21,1968 BALANCE,INCLUDING INTERESI DUE,AT DATE OF DEATH $9._1..;;;.,3_.;...O ---::l_-----,i;~--