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Home My WebLink AboutOC1970-0684 - ESTATE OF TOMINECZPAUJ,ToJ1..uNE~C_ZL-_-'---_ 1271 MARELDA AVENUE' OFFICIAL NOTICE OF INHERITANCE TAX APPR'AfSEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J Date:'I June:,']Q,',)970 County WABBINGTON County File No,J f·97-f / Bureau File No.~3 -7t:f-£?~ III15033 •...:. .";,' DONORA t 'PENNSYLVANIA TO: CQ~MbNWEAuI'H OF.PENNSYLVANIA ,r DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ~e 'have'received noticethat,'~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Juse'"4,19",}yo,U"caine Intoown,ers"lP,',0 cer am p"roper\{',roug'f )'dftGaB!MDJtiJ~rdei~.fe.,~.OC trarud~~t~from 'TEREZE TO,MINECZ.Deceased.- .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 onwhich tax is hereby assessed consists of:')1:.Serle."an'BOAds 'bold '1.'the' Safe DepOsit',ao)ttn'the MELLON NATIONAL BANK,.·DONORA OFFICE.,nONQBA,p.(.; ,/:l-.$sno.O<L,ur."5·.64';1-$$00.QO-pur.6-64,-'1-$1000,00 PUl!t 7-64,S~$1000~00 put. 6..64.1.,.$lOOO,;OO,;pu~.4.64 and·1...$1000.00t>ur~·7...64.'POD BONDS..Value'as~qf date ofdeath.,~9.000.00 •Held in the names of MRS.TEREZE TONlNECZPOD PAUL TONINECZ ' appraised by the Commonwealth,as of the date of death,at$S)tOOQ~OO ,-l00 %of this amount is taxable at the rate of 6 % .ORIGINAL 1ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $~_',9:::....."tL:O:....:;O:..::O..:...O~O=--_$-"------ AMOUNT OF TAX DUE 540.00 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or ', before.'Sept•.4 19,70 you may deduct a discount of 5%of the amount of tax due,or D This tax beca~e delinquent,fifteen (15)months' after the date of death and,in addition to the tax,statutory int~rest at the 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 abov'e dat~additional interest is :dll~~.at the rate of 6%per annum unti I .paid . TOTAL AMOUNT DUE $,540,00 ----------_. $::=:::============ :ASSESSED BY /_.__---,--.,--_ (Agent for the Commonwe~lth) Make checks or money orders payable to:To insure proper cred it to your accounJ~§{:i,}~~···:II'::(:".·,A-;,..(', this Official Notice must accompanyi;j?~~i;;&{[;;· your payment.Ma iI or br ing it to:Ji,n!l:~ '....".. If you have already paid this tax to an executor,administrator,attorney or other personalt,·of the decedent for forwarding to the Commonwealth,list below the ,date paid,name and address of the per~n to WhQl1L you made payment,their official title and the amount., ' Date Paid Name and Address of Payee Official Title Amount Paid .' Under certain c'ircumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decede'nt,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 h~determines to be pro'per.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: J '\'" 1 -You were personally legally responsible for these debts,and ,2-Yoo 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 Name of Payee Description of Obligation Amount Paid , TOTAL $ (attach separate sheet if 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_. Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in arid 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 RCC~134 (1-69),,_r.___ CQMM{lNWEALllH 'OF PENNStLVANIA' '"'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE .TAX DIVISION OFFICIAL NOTI<£E O'F-i-NHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECT TO ADMINISTRATION TO:_..;;;..GE;;;:.:O:=R.;;..;;.G=E.;-:T:.;",.:'O..:.;N..:.;:;INE:..:.:.;':....:C~Z=-__--.-'-_ 920 'MELDON AVENUE,- DONORA,PENNSYLVANIA 15033-.,.", Dote:__J_u_h_G·_l_O--.:','=-."'_1_,9_70_'_ County __'\f._,A_S..;...H._I_NG_T_O_N _ County Fi Ie No.--",---=----r-...,4.- Bureau File No._C_~_~_70_-_Z_ff_:fZ_<_ We ~Ve receiv~dnoticethat,~~X~~~~~ ,'on ',',JUhe ,'4,"·19~you came into ownership of certain property throug~~ _~~~_w·,~~m.rca:·,trnrH~fer trcmTEREZE TONlNECZ,Deceased. 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.S,rits nH"Bortds held"in the SAFE DEPOSIT BOI,lmtLON NATIONAL BANK,DONORA OFFIOE,DONORA,PA."in the name. of ,MRS.fEREZE 'QNlNECZPOD GEORGE TONINECZ."5.$1000.00 pur.6;o>G4,l-$lOCO.OO puJ 7.641.1000.00 ,'.J:.4~641.$SOOiOO '..64,1..$500.00 pur.6..64 &1.$500.00 pur.? 64 t Valuti:\a of eta,,,of eat. app'raised by the Commonwealth,as of the date of death at '$8.100.00 100 %of this amount is taxable at the rate of f.)% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT :. LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE . $---"--:8~I..=.S-=-OO.::....'.:....;0::..::·0..;...t'__ 510.00 $-------- o If you pOay the above amount within three (3)months of the date of death of the decedent,or on or before sept.4.19 10 you may deduct a discount ~f 5.%qf the amount of tax due,or D This tax beca~e 'delinquent,fifteen (15)months after the dote of death and,in addition to the .tax,statutory int,erest at the rate of 6%of the tax per annum is alsodue as of *~~~__ 19__in the amount of $================= .(Ag~nt for the Commonwealth) 510.00 $ INSTRUCTIONS TO TAXPAYERS TOTAL AMOUNT DUE *If the tax is not paid by the above dote additional ,interest is due at the rate of 6%per annum until paid APPRAISED BY:-==:........:.--f£~-====~_.ASSESSED BY:_ .r.-, Make checks or money orders payable to:To insure proper credit to your account this Official Notic:e must accompany your payment.Mail or bring it to: ;~:.; If you have already paid this tax to an executor,administrator,attorney or other personal rep~~ntative of the decedent for forwarding to the Commonwealth,list b~QW thr date pai.d,name and address'Of the per~{-ln to whoQ:J-... you made payment,their official title and the amount... Date Paid Name and Address of Payee Officia I Title Amount Paid .•..J "',i' SS: •~'..r 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 whi~h ~e determines to be proper.The tax will then be recomputed and you will receive an amendedassessm~nt/\>f tax., THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were pets6noJly ~Iegd:lly responsible for these debts,and 2-You actublly paid these debts out of the account or property described above and can furnish proof .of su<:h'~payment,'if required,and ' .'. . i J -Thes,e 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..·f decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 'q , TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ 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 Signature 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 $" Date of Approval:--'-_ Register of Wi lis Fonn RCC-'2 II -'\" COMMONWEALTH OF PENNSYLVANIA DATE ...............A.~.~.~.......~..?.".......!.~.?..9.................... "'..'....~.DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......................~~..~~!~.~~..C?.~.......................,.COUNTYBUREAUOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..................§..~.::..?2.:..~.~.~.................................. Whereas.....................T.~.r..~.~.~.....T.Q.ni.n.~.~.~...................................................................late of ......................~.C>..~~!.~................................................................ !in the County of .............................:w.~.$..b.i.ngt.Qp.................................................................Commonwealth of Pennsylvania.having died on the ............................4.....~.h.......:............................................day of .................~.~~.~............................................70 seized and possessed of an estate19............. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.............................W.~..~..~......9..h.~.~~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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ JT.HELD: Jt.Held Series "H"Bonds held in the SAFE DEPOSIT I BOX,MELLON NATIONAL BANK,DONORA,OFFICE,DONORA I PENNSYLVANIA.In the names of MRS.TEREZE TONINECZ pon .Ci_Sl 000 00 nnr {\_{\4 1-$1.000.00~".TUN I NI1~l Z .. 'Dur.7-64 1-$1 000.00 nur 4-64.1-$500.00 nur 6-64 +-64.Value as of date of death,$8,500.00 8,500 00 ,I-,. . 1 ,2'! T ...""..- t:-,..!... ~ l ~•..,.. ~.,-..,., I i Total 8.500 00 I fonn~~vi'::~hbl::::~h~worn ~~il1gto ~~.~;:re~e~~~e~~7a~t~~ ApprS18er ~..·..·Z·~·~~;·........··..·..·.........................................mber and ree.....~.~:_.,;;;;;".,'..............Penna. ,I WASHINQ'l'QN .County "" "f"-- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of TEREZE TONlNECZ Deceased. ,-.' -1 -"l ~ J v Date of Death,J..W::t.~4..,J.~'!.9 .. Appraisemel!t Docket Vol,.J •••••••.••••••••••••••••••.•••••••••• .- .l Late of DONORA ~.... -~ ~ .....,..., " Page,.No.J;.J.~7.Q~§.e.4:.....)~ "---. Filed in Register's Office,..Augu.s.t 2..619.7.Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,.~-: -......-~.-.•~. ::;•., \~ ",,..,-"S ....... -:C''.'-'.-q -...-..:....~, -J .. l..' . Oy- ~I •