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Home My WebLink AboutOC1970-0403 - ESTATE OF FICKULAKRec-134 (1-691 COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION, OFFICIAL NOTICE'OF INHERITANCE TAX APPRAISEMEN·t'-MW ~SSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_---IJ.u.OO~)~ii:PuHj..·'.:!:E~.-=.F-=I~CK2.lU::!:LA~K _ 130 LAKEhOOD DElVE Date:__-.:A~pr:::.·..=11:::.',....!.9..z..-::1::..:!9'l:.Lf.::..O _ County -:.Wi:.=a.;.:,$.::h:wg='::!:'.:t.:t::..:o.:.:n:....-_ .CANON3BJRGj,PENNSYLVANIA 1$3J.7 The property on which tax is hereby assessed consists of:Jtij Bank Account 1 1752.held in the £.11.LEBANON FEDERAL SAVINGS AND LOAN AGSOCIATION,Uol.jDRftAY OFFICE>};!CUURRAY"PENi'5YLVMtI:A, in'the nameeof VlNCEl1l',:FICKULAK or JOOEt-H E*Ii'ICKUlAR.Opened,ltaroh ;.3»1961..Balanco 0.0 of date of death,~.070.74. County FiIe No.--..,..----....,r---..".....';:O~;:I..- Bureau File No._Z_3_--_/(_6_--...../'_{JJ__ ,j We have received notice that,~~~~~~~~~~~~J on ••••~~~Ul:~.<1.6 ",'"19 7?:rro"u.came into ownership of cert~in property through ~t~vJ~~s'li¥~~'1~-sxtiQUiJar~XO"w.Keit6.lXf;£iID{laae~mx transf~:fro@,VINCENT FICKULAK,.decea.sed.'1 Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and:the liability for the paym~nt of the inheritance tax due is imposed upon you,as transferee.i ~I:~ appraised by the Commonwealth,as of the date of death,at $13.070.74 50 %of this amount is taxable at the rate of 6 % 9RIGINAL ASSESSMENT \', AMENDED ASSESSMENT I, DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay the above amount within three (3)'months of the date of death of the decedent,or on or before AJ.1t"il 16 19 .70_you may deduct a discount of 5%of the amount of tax due,or ,0 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 unti I paid TOTAL AMOUNT DUE $ 1°61 ._____:2~_ $-------- $================ APPRAISED BY:~~~~~~=+_ASSESSED BY:_ (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.Mail or bring it to: ..,I.'..• .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 ,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 Offic ial 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 TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 5S: 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 some 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 $• L Date of Approval: Register of Wills I,------------~------- Fonn RCC-2 "".DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESID~NT'INHERITANCE TAX APPRAISEMENT DATE ........~PE~~....}.~~....~.~.?2. COUNTyy.;r.~.?.~!~~!..2.~...................... FILE NO ?~:..?..2.=..~.?...~.. Whereas,.Y::r:N.Q.~.N.r.f.lQ.KV.J..AK late of QAN.QN~RVRQ . in the County of ~~~.~.~.~.~g~.9..~Commonwealth of Pennsylvania,having died on the !.?:t:.!I day of ~..~.~~~E.Y.19 7..9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w:..~R..~Q.HA.~x.,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. Description of Asset Unit Values Appraisement Made for Inheritance Tax Purpoles $ JT.HELD PERS.:--~------~-----------------------------r-------jlt------r--.- Jt.Bank Acct.#X1752 held in the ~1T.LEBANON FEDER L SAVINGS &LOAN ASSN.McMURRAY.PA.in the names of VINC~NT FICKULAK or JOSEPH E.FICKULAK.Onened 3-3-61.Balance as 6,535 37 I of date of death,$13,070.74 One-half taxable__--=-=----=--.:....:::..::....-=--=--------~:.:.:..2-~------------------.;::..----+----tt---------'---'-----+--=----- Having been duly swo.rn accoi'Ynlh,to law,I do hereby certifyAthat fhe above appraisement is made in ffn- fonnity mth law on this t day of ·······••••••••.·.••·••·••·•••••••.•····.·E:~~~G:::~~).·..~··.~A;:;;'· ...............,..,Penna. (Post Offlee) ......................lvASHINGTQN .County 70 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....................VINC.ENT ...F.IGKULAK.. Deceased. Late of CANONSBURG Date of Death,Ja.nuary l.6..;1.970 Appraisemel!t Docket Vol.,.3.8.. P No 63-70-403age,. Filed in Register's Office,~::!4., Amount of tax due $1 ....•....•......•.......•..•...•.•••..•..•••.•.•...•.•••••••.••..•••• DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement,.. Appea!fMm Appraisement,. Entered and charged,. '. .. COMMONWEAt.TH OF PENNSYLVANIA DEPARTMENt OF REVENUE HARRISBURG J 15317 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 INSTITUTION Mt.Lebanon Federal Sayings &.Loan ASSOCi at;on ADDRESS 126 South Vlashington Road,McMurray,Pennsylvania ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_--<.X"--"'"171-.o5.....2 _ NAMES ON ACCOUNT OR INVESTMENT Vincent Fickulak or Joseph E.Ficku1ak DECEASED JOINT DEPOSITOR,/? TRUSTEE OR INVESTOR __i;:.=Ji~n:::.ce::::.!n~t~F.:::;ic::::k.::.:::u:::::1::::ak:=.----.,;V~_ ADDRESS 130 Lakewood Drive.Canonsburg,Pennsvlyani a J53J 7 DATE OF DEATH January 16.1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __J_o_se.-:.p_h_E_.~F,;;;..ic~k;;...u..;..la;;.;;;k~_ ADDRESS 130 Lakewood Drive,Canonsburg,Pennsylvania 15317 RELATIONSHIP TO DECEDENT __--=-So.::.;:n=--_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED March "1.1961 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $...;;;1;¥.3L.;;,0;.,L,7..;..;0.:...L7....;.4 _ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT-OF REVENUE HARRISBURG NOTE:TOBE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION m.Lebanon Federal SlW1.nie &Loan AG$QCiation ADDRESS 126 South Wash:lngton Road..MeMurray,Perms;ylvan1a 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_---:!!~l-l~~7~52=------------ NAMES ON ACCOUNT OR INVESTMENT Vincent .f1ekUlak .();r.Joseph E.JP1ekUlak DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __....!V.:t!ln~c~en!!!.!:t~Fi=::!c:::ku=l=ak=--_ ADDRESS 130 Lakewood Drive.Canonsburs~pennsnvania..15311 DATE OF DEATH J&'1U$fY 16.1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __JO.;...S-.:E!lP:...h_...:..~'.;......;;..F..:..ic.;...k'l;,;.;.~l;;..;;a.::..;Ik._ ADDRESS 130 Lakewood Drive,Canonsburg,Pennsylvania 15317 RELATIONSHIP TO DECEDE.NT __~S..:..on..:..·----_--- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED March 3.1961 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $~1=31~O.:..70;;;.::····.:..!-74....:-..._ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENU E HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Nt.Lebanon ,'e4eral SaytMc &Loan Association ADDRESS 126 South VaetwlgtOl\Roa4,14~,.Pe=eyl'VM16 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_---:;X~11l\.£!5=2---------- NAMES ON ACCOUNT OR INVESTMENT Vincent VlclN.1.ck .~Joseph s.rl~ DECEASED JOINT DEPOSITOR,. TRUSTEE OR INVESTOR _....;V:=lD..;;.;,c..;.;.cn;;;:.;t:....';:..;.l=ck:U1a1t.....;.·,'=.'..;.;.";;;.."_ ADDRESS 330 ~DrS-w,Cer1onBbul:'Eb ~1ve.ni.e 15317 DATE OF DEATH 1anuBl"1 16"1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ~oMpb E,Plc1m1Gk----------------- ADDRESS 130 ~Drlvo,CM0ft6'bur8,~1U1G11V$tda 1"11 RELATIONSHIP TO DECEDENT Son-----------------DATE DEPOSIT OR INVESTMENT "..~ WAS ESTABLISHED t~b 3,l:Jwl BALANCE,INCLUDING INTERESlmt.DUE,AT DATE OF DEATH $_13_.,;....v_'y._7_~_