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Home My WebLink AboutOC1970-0515 - ESTATE OF ROZICKR~C-/134 ( 1·69) COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF REVENUE •suREAU OF COUNTY COLLECTIONS ' INHERITANCE TAX DIVISION OFFICIAL NOTICE o-r= INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: _ _..J ..... O,...SE_.P.....,I...._t _.,R"""O_Z_lCK.IK...._·---· ------ 304 S. ·McKEAN A VENUE DONORA, PENNSYLVANIA 15033 Date: _ ___::.::M.:::::fil"::....:C:::.!:h=-.. -=1~2..~..., ....:1::::..:9:...:7:...::0~. -----'- County __ W_AS..._H..._I---N_G.-:.T_ON _____ _ County File No·--------~ Bureau File No. t .5-/0-s?S7 . We have received notice that,~~~ on Feb'• ]4 19-20., you came into ownership of certain property throug · • · ... ·. · .. · · · · · · transtet from ANTON F. ROZlCK, D~c$a$ed. 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. Th h. h - h b d . f Jt. Bank Acct •. 165•23140 held in e p~o~erty on w 1c tax IS ere y assesse cons1sts o : · · · · · · · · the MELLON NATIONAL DANI<t DONORA OFFICE; DONORAt. PA~, in the n&P\t$ of ANTON F• R01ICK or JOSEPH ROZICK. Opt®d-·1•29.,..68. . Dalacce as· o.t date• ot ditath, $16.620.29 appraised by the Commonwealth, as of the date of death, at $ 16.620.29 _..;;;..50-..· % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of dea.th of the decedent, or on or before }fay 14 19 ?0 you 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 *----- l9 __ 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 $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _ _:S:.z:t..:..:3l::...:0:....:.•..:::.1S~· __ ?o.VJ:.I ?~ 49&.61 $ :::::::::::====8==a==J==~t=f==== 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: "R~ If JU..t~ tUUiffT FOR THI COMr.,ONWE/H. TU COURT MOUSE WASHINGTON, PEt~NA. 16101 If you have already paid this tax to an executor, administrator, attorney or other personal representative of t~e, decedent for forwarding to the Commonwealth, lis-t belo~ the date paid, name and address of :the person l'o whom you made payment, their official title and the amount. Date Paid Name and Address of Pa~ee 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 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 ere 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 'i-/d-2t1 ~,_. /) ...?. o.-t.i.l JoL.. 0 'S ~ ~ .4 .4 --v~_, ~ ._.J)A .;;?.;<y6-~ q -C',./Cl ::z. ..... / .A ,vi-. .?k. C?,.J -7/i_ J) .. -~-... -# OJ'.;.<'~~ '-: .,) -/fi-7c? ~(;-J a .4ft. /),(; ~ l ....fJ I' "71 # ~ ;;y /67/.?% ~ ~-/5-lc/ (?I .• L ....(/ ~ ./. .,., .·P I 2-:urlc;:J ~-~ '7~-J. '/.?c. " Jr"'JJ ~a..... ~ -/~-7P () ~P.J ~ f) "' _;;.._p_ .£# ~]! n..L ~- ~-/¥-7E. Lf D Jd t:ll'/ /) ~.A.?L d_L t'"j ~y, 11 11 -"~ ~,_L7/. ~ II 7/ -7/ TOTAL (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: /,...& -v ~0-C/'0 /~.fL 0 $ c:?ydO./ff 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 pay out 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 $ " Date of Approval: ______________ _ Register of Wills . . l ,I ~ l r r l ' I ' 'I i l Form RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHtRiTANCE TAX APPRAISEMENT DATE ..... MAY .... l81.197.0 ....................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ........ ~~~.?..~g~~ .................... .. FILE NO .......... 63~.7~515 ................................. . Whereas, .......................... AN.T.O.N ... F ...... ROZICK. .................................................................... late of .......... DONORA. ............................................................................ . in the County of ................. Y/Ae.R.:I:N.G':r.QN ........................................................................ Commonwealth of Pennsylvania, having died on the ...... . . ............................. 14th ..................................... day of ...................... F.ebr.uary ......................... 19 .. 70 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ..................... W.~ .... R ........ C.H!\..NE.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. Appraisement Unit Description of Asset Values Made for I nherltance Tax Purposes $ .T'l' HF:T .n PF.RS . .T+. R~,-,'lr A·,..,..+ :1/:f..~ .• ?'l1 I.(\ 1-.o 1 -'1 .; .j.~ MELLON NATIONAL BA~~ . ., .. ~ ···---...... vuv DONORA OFFICE, DONORA, PA., in the names of ANTON F. ROZICK or JOSEPf ROZICK. Op~ned 1-29-68. Balance as of date of death~ $16~620.29 One-half taxable 8,310 15 GROSS ll'.IU.TlE $S,3±G. ±§ D&D 2,920.78 COLEAR VAT .l lE "-~s:l;Q ~'7 , Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ..................... 18th.. .. day of ............. .. .. May....... ..... . 19 70 ... WASHING.TON ..... .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... ANTON ... F. ........ ROZ.J.O.K ........................ . Deceased. Late of DONORA Date of Death, ................ F~P.~.U. ... :1A..t ... .:l.,9.79. ..... . Appraisemel!t Docket Vol., .............. ?..?. ............................... . Page, No. . ............... 63-70....5JS Filed in Register's Office, ........ ..5~;L-~ ............. .19 .... 7.9 t/ Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ~~ • .r ,, , ;f .. , COMMONWEALTH OF,PENNSYLVANIA DEP~TMENT OF REVENUE HARRISBURG RCC-43 (5-6~) NOTE: TO BE SUBMITTED IN TRIPLICATE MAR!J 1910 . \ 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 Mellon National Bank t4 Trust. Compa117, Donora Office ADDREs9.01 McKean Avenue, Dono-ra. Pa. 1~033 · ·. ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT__::6J;._-...;.;23:.;;;14;.;,.0 __________ _ NAMES ON ACCOUNT ORINVESTMENT ___ A~n~t~o~n~F~.~B~o~a~ic~k~op~J~es~e~p~a~R~e~l~ie~k~-------------.. ~, .. ~ DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR ____ ~An=ut~on~F~·~R-o~•i~a~k~--------------- ADDRESS 3o6 S. McKean Ave, Donora, Pa. 1.$0)3 DATE OF DEATH ___ .-2-:.~l"""hs.•7'""0L-------------___;,-- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _ _:::J~os:::.::e:;:ph~Ro~•~i~~:Ca.k_--:--------- ADDRESS'04 S. McKean Avenue, Donora, Pa. 15oJ3 RELATIONSHIP TO DECEDENT ___ __:::::S~on"------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ __:1:.:.;.•~29:.;:;•~68=------------ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ ____ $_1_6~,6:_2_0._2_9 ________ _ / ~g'·.s;o,/5 -' y y &. 6 I ., . )i-f3 ~ 5 -rr--'7° TITLE J