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HomeMy WebLinkAboutOC1970-0633 - ESTATE OF SANISLOWJ. ...J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE H4RRISBURG..... RC C-43 (4-69) June 10,1910 NOTE:TO BE SUBMITTED IN TRIPLICATE j 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 rlottt.nm &imiu1fli 'Jat.'1 f.tMk ADDRESS 'ourth 8c MB1n St••l4unDn::ohe18,'4&'JS063 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT ~..t4u:Q 4~co~!J2411. NAMES ON ACCOUNT OR INVESTMENT ---doJo~t:rfli6t--.::;9fe;,r;.~.,,~·1et11:i!i'a'-iOHr~..~-:::Hee~'.e~M~:a~~~"'a,..---------- ~~---- .( 4 DE~~~~~~06~i~VE:S~~~OR,.to><n hi__IZ" ADDRESS AND COUNTY J.04 rUth st.,Mnoong,ihela.Pat 1$06.3 DATE OF DEATH -.r1~.~0\7~O~'r-,;,:'l§;l~1Q~--------------­ SURVIVING DEPOSITOR,•• BENEFICIARY OR INVESTOR ....lJi!l.l.;.tm~t!iC:A:-:f;..:.t;ALLlt.uju3:J"nL-_ TITLESignat'e 11tJ.DfJgGl',Vlee Prea1dent RELATIONSHIP TO DECEDENT_---=D=8U=,!'!:=bw=·=·_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ,/ BALANCE,INCLUDING INT E-~______ DUE,AT DATE OF DEAT $.,;;;;2,;;;;,02""",2=34=._;.;.;;24=·~~_--#-;.....-__ RCC-134 (1-69) •,)COMMONWEALTH OF PENNSYLVANIA '~DEPA RTMfN'l"OF'"REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEM1NT AND ASSESSMENT OF ASSETS NOT StJBJEC.:r TO ADMINISTRATION TO:CItJ\CE MATUCA ODELLI BUILDING MONONGAHELA,PENNSYLVANIA 15063 Date:_----:.J...::u:.:;:b:.;:..e_2::..:3:...J"t~-=1:.;:..9...:..70::..._ County _.-,;:;1A=8.:.:H.=;IN:.:.;G:...::T:..:O:..:.;N:.....-_ County Fi Ie No.__--::--__-'--_ Bureau FiIe No.__t.=:;..3_-_0_(:J_---.:t..:-..L_B__ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.SAVe Acet.#24172 held in the WSTEIUl PlmfS:rtVAltJIA NATIOl\TAL BANK,)fONONQ.AHELA OFFICE,MO~lONCAHEU,PA.j ill the RarleS ef JOHN SANISLOW elf GRACEMATUCA,Opened 10..$..67.Balance as of datG of death,$22,234.24 appraisedhy .the Commonwealth,as of the date of death,at $22,234.24 SO %of this amount is taxable at the rate o'f 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $_.....Ilul~,~l..1]....7__.......1..1<2'--_ 667.03 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before ~?19-f(\---t you may deduct a discountoS#o o~theamounf01 tax due,or 33.35 o -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 $=====cS===6-:=3:::::ZS====== (Agent for the Commonwealth) 667.03$ SSESSED BY:_ {Inheritance Tax Appraii r INSTRUCTIONS TO TAXPAYERS TOTAL AMOUNT DUE -y ~//l/~-,-r.~J~ *Ifthe taxis not paid by the above date additional interest is due at the rate of 6%per annum until paid APPRAISED BY: 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: ~~i'AM~ AGENT FOR THE ,.{}~~~:~t4WCAUK C@U"T "Qu~i WAltn~~.lQtt\r.gNtiA\1IlO' ;;Amount PaidOfficialTitle ..... Name and Address of PayeeDatePaid 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 the date paid,name and address of the person to whom you made payment,their official title and the amount..--..-~.~,... 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. SCHEDULE OF DEBTS Date Paid ftName of Payee Description of Obligation Amount Paid /.)n,:7 .~:?,~~/0 Y 7.(.?0 <,-jV -A ft /.L 7..1-:~/c;/l ~i/.../~/.0"7-," O/l~J ;1 4//¥ II 9.t 7 v '9.py <:-:-7 " /,(,/cJ L/.r-O TOTAL $/:2..16'.t'3 (attach separate sheet .f requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ 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 $" Date of Approval:_ Register of Wills FOrni RCC-2 .~DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPJl1\JS~MENT• DATE ~~~.~.~.?'.....J??.9... COUNTY JY.:A.S.HI.N.QI.Q.N.:. FILE NO ?~.:.?.Q.:..§}..~................. . Whereas,J...9.HN .$A.NX.§..1.QW late of N~.NQ.NQA.~J..A.. in the County of JiA.SHIN.GTON Commonwealth of Pennsylvania,having died on the ..8.t.h day of May 19..7.0.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I Ji..~R..,C..l.iANE.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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpose, $ JT.HELD PERS.: Jt.Save Acct.#24172 held in the 'vESTERN PEl NA., NAT'L.BANK.MONONGAHELA OFFICE.MONONGAHELA.PA .•in he names of JOHN SANISLOW or GRACE MArmGA.Opened 10-~-;7 n ...1 ...--.&'-3_..__.&'-3_.....1.-It'l'l 'l'2A 'lA-,-~.~~"'~"u,'l"--'-'-"'- One-half taxable l.l-J-17 12 --f---- --_. --1---- -- \ - Having been duly sworn acc~59iiig to law,I do hereby certify thaj the above appraisement is made in c~ formity with law on this ~.....day of ~~.~.............................................19..... ........". ....ppraiser .......................................... WAS~(}t't1~treet)......................................,Penna. (Post OtIlee) ---------------_._-------------------------------------------------------------------------------------------------------.., \1ASHINGTON County ~, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..................................J.OHN SANISLQW . Deceased. Late of MONONGAHELA Date of Death,:May 8,19.7.0 . Appraisemel!t Docket Vol.,J.e.. Page,Y..f$...~.&No §..3..~.7.Q.~.§.;?.3.. Filed in Register's OjJi.ce,7.~.Z..5.~J9 70 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'O»1 Appraisement,. Entered and charged,. ., ·r ,; " , $