HomeMy WebLinkAboutOC1970-0423 - ESTATE OF VIROVETZ.,.1
"..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
R C C-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:
March 23 ~1(}10
J
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION _~Ga=l=l=at=i=n:....:N:.::::a:..::t~io=nal==-=B;.dank~_
ADDRESS Browsville,P~h 15417
ACCOUNT NO.OF JOINT,.
TRUST OR INVESTMENT DEPOSIT_Sa_·_v_in..:::g:.:..,.s....::.*_3::.-7;,...;.2_69::.-_
NAMES ON ACCOUNT ..........OR INVESTMENT Mrs.Mary Vt'rovett or Mrs.Anne O~Berman
DECEASED JOINT DEPOSITOR,'.
TRUSTEE OR INVESTOR Mrs.Nary ViroiTetz
L
ADDRESS '48 Middle St:reot W~st·BrmroayUle,1>8.1'$417
DATE OF DEATH ...=.Ma~:.:rci::.:!oh!-:!:.llG~:.,'--1=.;9;u;7.l;!.O _
SURVIVING DEPOSITOR,.
BENEFIClARY OR INVESTOR ~Mt-_s~.':.-._An:.:;t1:.;:e:...-C.~&;:;.:.rm;:.::.~=a=.n_---..;_:_._
ADDRESS 607 River Street ,.rest BrownsVille,Pa,15417
RELATIONSHIP TO DECEDENT_da_·_ugx.;b_t;.;.:e:r~_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED December J3,1966
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $'""t-IJ,.I.4~---~---------
,_t ~-,.
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (.1-69)
.COMMONWEALTH OF PENNSYLVANIA
A .#DEPARTMENT OF REVENUE
.BUREAU OF COUNTY COLLECTIONS
.,',INHERITANCE TAX DIVISION
TO:__....MRu::SL!·t~AN~NE=····~.=..C~.~HE=~RHANo::.=:·':""-"_
607 RIVER STBEET
Date:---l\I..'ft,rfL:il-:l·1l:-.~3r.t~lil:-!9~7f\:9J----
County WASHINGTON
County File No,Jtf-t.s-I
Bureau File No,&3 -10 -¥.;?3
We have receiv~d notice that,a~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Marcb 18 19-Jtt')ou came Into owners Ip 0 certain property t roug r'
wi~~transfer I,rOm lvlRS.M'z\f\Y V%ROVbTZ,D&c~ased.
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:,J,.Sa...Acct ..#37269 held in the
---:lGloU.IIIAttATtN NATIONAL BANK,BROWNSVILLE OFFICE t BROWNSVILLE J Ph.t in tbename...
(jf .JRS.MARY VXROYETZ csr MRS.ANNE C~IlErofAN.O"fMd 12~13..·6{i.llalallCe
,"..'.'..,,.
appraised by the Commonw'ealth,as of the date of death,at $2,e'i~91'0 %of this amount is taxable at the rate of «;%
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSMENT
$~6,3G-&
,1"¥S¥t 7
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before'.TuM 11 19 70you may deduct a
discount of 5%of the 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
*lfthe tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE $
-----.a."-~-
$=============
Inheritance Tax{/p'Prai~er)
INSTRUCTIONS TO TAXPAYERS
APPRAISED BY:-=-~~~~~~~_---,-
Make checks or money orders payable to:
ASSESSED BY:_
(Agent for the Commonwealth)
\
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
AG2i,;T ?CU 'H1E COMFilONWEAlUI
CCUln-NUUSE
WASHINOTOft,l'liNNA,16301
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'be'I(jw-~he ,date pai.d,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 AmountPaid (
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.
Date Paid
SCHEDULE OF DEBTS
Name of Payee Description of Obligation
I V
(attach separate sheet if requ ired)
Amount Paid
/,¥o/.So
TOT AL $/:</.!:I {7
SS:
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 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
-------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 Wi lis
COMMONWEALT!LOF 1?ENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
,---------
Fonn RCC-2
D.,EPARTMENT OF REVENUE
PuREAU OF COUNTY COLLECTIONS~
HARRISBURG.PENNA.17127
,:."-'
April 20,1970DATE .
COUNTY ~~~.~.~.~i?~?.~.
FILE NO•........................?:.3..:.7?::~.~?.
Whereas,Mrs..•....M~r.y .vi.r.Q.Y.E3.t..;;;;late of J'!..~J3..:r.9i:'Jl}~Y;i,.l.:J.:..~.
in the County of 1lf.9..s..b..i.ngt..QD Commonwealth of Pennsylvania,having died on
the 1.8 th day of Ma.r..Gh 19....7.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,"J~.~.R.~G.h.9,D,.~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:
Description of Asset
Jt.Savings Account #37269 held in the GALlATIN
NATIONAL BANK,BROWNSVILLE OFFICE,BR01iJNSVILLE,
PENNSYLvANIA in the names of HR.S MARY VIROVETZ
or MRS.ANNE c.I-iERl.1J\.N.Opened,De cember 13,1966
Total
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
1,036 47
1,036 47
!
\IJASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY VIROVETZ
Deceased.
Late of
vi!.,l3.ROWN;lY:P,I.:rt:.
Date of Death,J1.g.,f.G.lJ...l.$"J97.Q .
Appraisemel!t Docket Vol.,.
Page,.N o.......93~.7.0::-::4.<3 ..........
.~
Filed in Register's Ofjice,J.l:p.:r.;i,.J,?.Q.L.19.7.Q..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,..
Appeal f,.o-m Appraisement,.
Entered and charged,..
I
..
oJ'