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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 •••••••••••••••••••••••••••••••••••••••••••••••••••• .. "~ ~ ! ~