HomeMy WebLinkAboutOC1970-0642 - ESTATE OF GARNEKRCC-43 (5-65)
COMMONWEALTH'OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
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
FINANC IAL INSTITUTION __..tl:~~..~::::.:!:t~ftbl.!..!-.!:..lPeni!!l·l!2Mw'L..oll~3.ut!oi;l:lQ""Mli!Jll...·..aBayfJkU/:·.Ii...._
ADDRESS ce.utt>J't'd.a.Pa.1'419
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT__~'CQI;i\••..".,_
ADDRESS n.J).1,Coal CtnW,rat 15#21
~DATE OF DEATH ..3910
SURVIVING DEPOSITOR,._
BENEFICIARY OR INVESTOR Mtk4't ~otk and.A:n4y ~and AnD·Smith
OFFICIAL NOTIC!;,OF'INH ERITANCE TAX
APPRAISEMENT AND 'ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
P;;CC"134 U"69),'
d)MMONWEALTH OF PENNSYLVANIA:I OEPARTMENT OF REVENUE
v ..sUREAU OF COUNTY COLLECTIONS
,INHERITANCE TAX DIVISION
TO:
.,
MID AMANCIK aM ANDY GAMEK and,.l ..'..
ANN SMItH
R.D.II 1,COAt CENTER,PENNSYLVANIA
15423
Date:.I June 9,:1970
County __~WA=S=R=I:::.:.NG.:::..:T::..:O=N:-.·_
County File No._
Bureau File No,_
~e have retetved notic~that,
011 *t'A2d 19-:..Ju)you came into ownership of certain property through .'".....•....,.'.'.'..
'..,,transfer from }fARY OARNEK,nec.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.
The pr~perty on which tax is hereby assessed consists of:,J••,Ballk Acc,~115004beld lnthe
'WESTElU'l,PENNSYLVANIA NATIONAL BANK,CALIFORNIA OFFICE"OALIFORNIA.fA.,,in ,the
names,.of,MARYGARNEK and.MIKE SEMANCII{and ANDY :OARNEK ,and lNNt,MTH.Opened
1962.'B41an~ea.01 date of death,$11.959.38
appraised by the Commonwealth,as of the date of death,at $11,'959-38
1/4 Uf this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABL,E AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DU E
DIf you pay the above amount within three (3)months
of the date of death of the decedent,or on or
'before Aug.,19''~you may deduct a
discount of 5%of the amount of tax due,or ,'
o This tax became delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at th,e rate of 6%of the
tax 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
TOTAL AMOUNT DUE
APPRAISED BY:~L.L-+~~~n--"'"
{Inheritance Tax Appr
$
$_--:...;2t!..:':...:.8..::..9•.:....:84:....:,·..__
119~39
$--------
$==================
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:
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the f'
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.•.'"'c....I'...,
Vo
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 itemi~e 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 handl ing the admin istration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY O~_
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
Si gnature of Taxpayer
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
Fonn RCC-2
,.D~PARTMENTOF REVENUE
",..."BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERI'rANCE TAX
APPRAISEMENT
DATE June 29 1970..................................................,.
COUNTY .~~~..?.~!!.:r.~!.9..~..
FILE NO §J.:::..7.Q.:::..9.4I ..
Whereas,HARY.QARNE.K late of C.QAL C.E.NT.E.R..
in the County of ~y.l.\..~.~.!.~9..~.9~Commonwealth of Pennsylvania,having died on
the ~..:~.~..~day of ,immx May 19 7.0.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~..~~.~~.~.~~.!.,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 AppraisementDescriptionofAss·,t Values Made for Inheritance
Tax Purpoaes
$
JT.HELD PERS.:
"-
.It:Hank A~~t::/f.c;OOA.np.lrl in t:np..1"Pt<•'1\1 A
NAT'L.BANK,CALIFORNIA OFFICE,CALIFORNIA,PA.,in the ~ames
of }.LJ\RY GARNEK AND MIKE SEMANCIK AND ANDY GARNEK AND ANN ~HITH.
Opened 1962.Balance as of date of death,$11,959.38
One-fourth taxable 2.989 84
..
Having been duly swoon acco~~nt to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ..................................~..........................day of .................................................................................vp7....·....·......·..~.................19.........7Q
::::::::::::::::::::::.::::::':':::::::::::::::::..:::::::.::'.::':.:::::,::~,::,::::":::::::..:"..'::..:,:::,:".2L:,:::::::~~~~~~~~::".:::.
\vA~l\~rf5l\f)"'..'""'...................."...,.........,..",,,,...',,,,,,,,,,,,,,',..,"',..,""',...,.............,',."........,......,..."""Penna.
(Pott Ofllell)
.JvASH::r:N.G.TQN.......County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~JARY GARNEK
Deceased.
Late of
COAL CENTER
Date of Death,May 22.,~9.70 .
Appraisemel!t Docket Vol.,~.~
Page,No 6-3--.-70-.64.2 .
Filed in Register's Office,~.:..~.~19 .?O
AmDJ!nt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.t:sement,
Appeal f,.om Appraisement,.
Entered and charged,.....H ••••••••••••••••••••••••••••••••••••••••••••••••••••
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