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Home My WebLink AboutOC1970-0614 - ESTATE OF KERN,. RCC-43 (5-65) COMMONW~ALTHOF PENNSYLVANIA RECEIVED DEPARTMENT OF REVENUE CDUNf~~EAU OF HARRISBURG t-OLLECiffh; MAR 25 2't. 38 fl1 '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:.' NAME OF REPORTING FINANCIAL INSTITUTION Slovenian Savings and Loan Assocj ati on ADDRESS 107 Latimer Avenue,Strabane.Pennsylvania 15363 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT=....."'-._..::;.5..;;..02.,...:7'---_ NAMES ON ACCOUNT OR INVESTMENT .Iohn Kern or .Tames Tomsic DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __.;:..Jo=h=n:::....:::K=e;:.r=n _ 1966 RELATIONSHIP TO DECEDENT __N_e,:...ph_e_w _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED OctOber 31, BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $1.-1......5..r.:8='=4.....44.4 _ ADDRESS 340 East Pike Street,Canonsburg,Pennsylvania 15317 . J ~ 511;'~~~dF~ ;t f t ~/~Signature TITLE 70 t/3.1,Albert L.Tomsic,Manager {,//7'!~1J CANONSBURC,t PENNSYLVANIA 1.S317 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:A.::..,_ri_l_"_3..:.,.t_1_'_'_0 _ WASHINGTONCounty _ County File No._ TO:__JA_Jm_--.,;s_T_OM_S_I_C _ 340 Ii>PIa STREET RCC-134(1-69), ItOMMORWEAlTH OF PENNSYLVANIA iJ DEPARTMENT OF REVENUE ).BUREAU OF COUNTY COLLECTIONS \~INHERITANCE TAX DIVISION Bureau File No._ We h,ave receive-d notice that,clUUmmBIIU:UXXXxxxx.txUXXXXm:rmXXXXXLlXXm on ''W.reb ''1',19--1:0 you came into ownership of certain property through!u~J,XmllK !Dm..tmx.~~mmXtl1all'f••frotll JOHN KERN,Deceastld.,' ", $llt 584.44 appraised by the Commonwealth,as of the date of death,at $11 ,~e4 .44 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT,OF TAX DUE 5.711.22$-------- 868.83 $-------- D If you pay the above amount within three (3)months of the date,of death of the decedent,or on or before J'tlne,11 19 '0 you may.deduct a discount of 5%of the amount of tax due,or ___...:.4.3.!.44.._ $:=::========= (Agent for the Commonwealth) .68.$3$ ASSESSED BY:_ {Inheritance Tax APPRAISED BY:..:!lIoo=::=t:...-L:::;~::"":'---::-=---7-I--- o This 'tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory intere,st at the rate of 6%of the tox 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 until paid 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~IIAU~ AGENT FGR THE C(r ~i ~~.~~Aj,JH COURT i\OJ5E WASHINerfON/PEf4;Ut 15301 If you have already paid this tax to an executor,.a-dmini..strator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the personta~",hom~ you made payment,their official title and the amount..'"~j'.""\- 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 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 re~eive 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 requ ired,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 iI'Description of Obligation Amount Paid ~"./,.,L."L ~../'Ii:;/0 If':1~./J "/.fL~~./0,..... hv,./,(/0 ,(f •~"/;r ,) v v .,;5'o.d"cJ TOTAL·$/Y'Yys-S (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just ~nd 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 bel}ef,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 Wi lis ~- Fonn RCC-2·••••...p~ COMMONWEALTH OF PENNSYLVANIA DATE June 17 1970..-'"..................................................L .............................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington,.COUNTYBUREAUOFCOUNTYCOLLECTIONS ...........................................................,................................. HARRISBURG.PENNA.177 27 APPRAISEMENT FILE NO...............?~.:..?..2.:..?.!.~..............................-,- Whereas,JOHN KERN CANONSBURG...........................................................................................................,..........................................late of ......................................................................................................... in the County of ........................:~~.~~E~~!..?.~.................................................................Commonwealth of Pennsylvania,having died on the ..............................................J:.7..:t:..h...............................day of ..........~~~.~.~.~..............................................19....79.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,lv.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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ i JT.HELD PERS.: I TT H:lnk Arrt":/Jr;.O?7 hp.l n in t:hp.ST.llVIi:I\lI'A'~T SAVTN~S F-f LOA STRABANE,PENNSYLVANIA in the names of JOHN KERN or JA~"~S TOMS C. Opened 10-31-1966 Balance as of date of death,$11,58 ~.44 One-half taxable 5.792 22 I Gross Value $5,792.22 I D &D 1,894.55 Clear Value 3,897.67 I I I I I I , , Having been duly swo.rn accor£inlhto law,I do hereby certify that the above appraisement is made in co~- formity with law on this !................day of }~!1.~"""".~ Apprai..,r .................................WASHING·TON ..... (llUmber and Street) ......................................................................................................,Penna. (Post Oftlee) lvASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ,".....JOHN....KERN .. Late of CANONSBURG Deceased. Date of Death,~~~E.':.h 17,1970........................................... Appraisemel!t Docket Vol...38,. Page,No 63-.7.0--614 Filed in Register's Ofjice,?:.:J..:.?.::"19 7.0 Amount of tax due $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. ~ !