The URL can be used to link to this page

Home My WebLink AboutOC1970-0412 - ESTATE OF MONDIKRCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU~AU OF"CO!:mTY C6tLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ,ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION.,.. TO:AN»REli MoNJ)%K FREDERICKTOWN,PENNSYLVANIA 15333 Date:-:-!_xaat_-;_-_WltU_-__-_-~_-_---'-_--_3-_2__0_--_7_0_ Countr _--.:W.:..:.A=S:..:.:H:..:.:I::.:.NG=...:T:..:O:.:.N::...--_ Countf File No.---;__ Burea~File No.-iz.J.._-_7-.;;..o_-_i~/_~_, !, We have received notice that,~...~.b*_••:IQ==CC=QCQdIra"'~ on )tareh 6 ' 1 1970,you came into ownership of certain property through. transfer :trom JUtIA HOND~Kt 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 yoy,as transferee. The property on which tax is hereby assessed consists of:Jt.Battk Aect.1896 held til tbe _FIRST NATIONAL BANK &TRUST CO ..,WASHINCTON,Pl.,,REDERICKTOtiN OFFICE, FBEDERICKTOWJt,PA.,IN THE NAMES or JULIA MODII or ANDREW KONDIK.Opened 1~.31.4().--Balance as 01 date of death.$~3~;3=O:..:o::3~.1~-~~~~__ appraised by the Commonwealth,as of the date of death,at $3,303.11I _----'5_0%of this amount is taxable at the rate of 6 %: -ORIGINAL ASSES:SMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 1 651 1 -'6$~'_---!-i"'__, I AMENDED ASSESSMENT 4...5-';;0..5$-~ZL-:-:'r.:ort~-:;J;-::::.-c:?-o- ..... Dif you pay the above amount within three (3)months of the da~ofdeg.th of the dec;~nt,or on or before -unG 0,19 .you.may deduct a discount of 5%of the amount of tax due,or o This tox 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 _______~ja._ , i -------1--- II I i ~ -~--,----~e Make checks or money orders payable to: TOTAL AMOUNT DUE $99,.09 $================= APPRAISED BY:~.-t!!!::.:z.-,~::.:.=-~==-:....=.::;;-~~-~f--ASSESSED BY:__---+I _ (Inheritance Tax Appr~r)_;-(Agent !for the Commonwealth) .INS1~CTIONS TO TAXPAYERS i i To insJre proper credit to your account this OHicial Notice must accompany your payment.Mail or bring it to: .,. , 1?~nlW{~· ,.1-"f'I ' I ""'r..~~l.'':H TU...~ji:lV·"\"..~.~··-.a f1J -':••I ••tt..'tl ,.'.-f"'If.1 '1.'>'11~"......H ..:_l.hU" 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 tbe 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 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 tile 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 clqimed and allow those which he determines to be proper.The tax will then be recomputed and you will receiv~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 furn'ishproof 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 ./ .,a'-c2F /U ~O.J/~itt?",0.~..Z A J 4/"S-;?#:5 ..- '2.::1//J It.!/1 (/,/):/£~.:r--?..> I.....?"'//_"7c).J--.-'--B'.//Jc;1,~J ~L ~/cfL.:t ~ <.//1'."jJ ..uz/z,,ff~,H.I ..Li1..~Y A tt.../~-~-pv p ~'<II #~v t -.. TOTAL $/7,F.5~d (attach separate sheet If requ I red) 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 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 Wills Fonn RCC-2 DEPARTMENT OF REVENUE-~ BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A~.~.~.~..J.~..L ~..??9. COUNTY ..~~~..?I.~!~~.~.?.~........................ FILE NO §J..~..7..Q.~.4.!.7.. Whereas,~.Y..1!A.N9..N.P...PL late of FR~.P..~RJ.GJ\Tmy.N . in the County of ~fA.:§l.:U.NQ.r..9.N Commonwealth of Pennsylvania,having died on6thMarch70.the day of 19 ,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 AppraisementDescriptionofA••et Value.Made for Inheritance Tax Purpo.es $ JT.HELD PERS.: Jt.bank acct.#896 held in the FIRST NATIONAL I3ANK &-TRUST CO.lvASHINGTON,FREDERICKTOWN OFFICE,FREDERICKT ~lvN •PA in the names mf JULIA ~JONDIK or ANDREW'HONDIK.Opened 12 r-31-40. Balance as of date of death,$3,303.11 One-half taxable 1,651 56 GROSS VALUE $1,651.56 D uD 1,783.20 CLEAR VALUE NIL I, 0\ \iII ! I i, IIIi, :, Having been duly sworn :f~ohding to law,I do hereby certify thlt tqiabove appraisement is made in con- formity with law on this...~.............day of P.~.:l:........19.!.9 . ..............···1..••..··•·•·..•···..········· (N\Jmber and Street) .........................1VASHTNGTON ,Penna. (Post Ofllee) iiil&Z _.'_. 'vASHINGTON County I • RESIDENT INHERITANCE TAX APPRAISEMENT INSOLVENT ESTATE Estate of JULIA.HOND.IK . Deceased. Late of FREDERICKTOivN••J•••••••••••••••••••••••••••••••••,•••••••••••••••••••••••••••••••••••••••••••••••••••••• J-farch 6 ~1970 Date of Death, Appraisemel!t Docket Vol.3.8,...............................• Page,l.~L No ?~.~.??..~.~~2 Filed in Register's Office,........~.:.~.?.:.......19......W Amount of tax due $J ••••••••••••••.•••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement,. Appeal jt-om Appraisement,. Entered and charged,. / .,. .. RCC-43 (5-65) -,~ ~S-7()-4I/h j COMMONWEALTH OF PENNSYLVANIA lEC£!Vf' DEPARTMENTOF REVENUE COIJNfyl./f1£,1U7J9, HARRISBURG ,t.I)~(fC1'/C HAilIZ J 91 PM '10 , 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: I NAME OF REPORTING First National'Bank &;Trust Co. FINANCIAL INSTITUTION --uW~a~sh....lw·n""gr,.JtlJ,oWni+'_Pl..Jaa...o~_ Frederioktown-Office ADDRESS Fredericktown,Pa.15333 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__...IOiSL;it9.lo.L6 _ NAMES ON ACCOUNT OR INVESTMENT Julia Mond1k or Andrew Mondik DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR Ju_l_1_a_r,1o.....;n_d_i_k _ ~/ADDRESS ~F-=-r-=-ed::.;e:;.:r:..:i:.:.c.=.kt.::;.;o:::;;w:.::n:.a.I....;P:..::a::...l.:..._=1,.::..,5 3::::..:=3~3:....-~~'f DATE OF DEATH March 6,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __A_n_d_re_w_M_O_ftd_1_k_',_ ADDRESS --..;;;.F-=-r~e.::.de;:;.:r:..:i:..:c:.:::k:..::.t::.;ow:.:.:n:.:..l,'L-:.P,;;:&,:",•....:1~5:..::::3:..::::3.:G3 _ RELATIONSHIP TO DECEDENT __....;S;;;.;:o=n~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED December 31.1940 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-J,.3...,3.L:lOIll!"o3Ulo...l ....l ..........._ MAR,1319m ~- Asst.Cashier',- TITLE