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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'