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Home My WebLink AboutOC1970-0687 - ESTATE OF BARBOSKITO:__}'_IR_S_o-,-V..,..II_W_IN_I_A_Hi_'_lG_GER_,_T_Y _ 399 GRACE AVENUE Date:July_"..;:.,_1_°..;:.,_1..:.9'7..:..°_'_ Coun ty ..;.:Wi..::a.:..e~l!i:::n~g~!:t=-=Q..::n:....-_ 'RCC'134,11-69) ,\~j , COMMONJI~~A'LTH,OF PENNSYLVANIA<})-!f.ARTME~T OF REVENUE /'BU'REAU OF COUNTY COLLECTIONS ,~E'r{I.!AN'CE TAX DIVISION OFFICIAL NOTICE OF INHERITf~CE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOl,~UB)ECT,TO ADMINISTRATION J Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and th~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,Held Sez>ies ESavings Bondslt (4):ii500.00 purchased,l·larch 1969,(6)$1,000.00,purchased March A 1969..Xnthe n~ntm of HlS.RUTH G. BARBOSK!POD to ~ms.VIRGINIA HAGGERTY.Balance as ol'dQte of death,$6,185.60. appraised by the Commonwealth,::as of the dote of death,at $6,18,.60 100 %of this amount is taxable at the rate of _15 % •ORIGINAL ASSESSMENT I, DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAx DUE o If you pay the above amou~t within three (3)months of the dote of death of the decedent,or on or , bef6re.Sept.7 ,',19 70 you may deduct a 'discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months ,after the dat.e of de~th 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 ----------- AMENDED ASSESSMENT $6,1$5,60---2.,:;.,....2.",57""'"•....,''"·4---- ASSESSED By:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE APPRAISED By:(lJL CJft."r,,,,.A' (Inheritance Tax App iser) $559:74 $-==:::=====:===:======= (Agent for the Commonwealth) Make checks or money orders payable to: TRUCTIONS TO TAXPAYERS 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 decedent for forwarding to the Commonwealth,list below the date paid,name and address of the pers6n.~hom you mode payment,their official title and t}re amqvnt../~:"-',;, Date Paid Name and Address of Payee Official Title "."- Amount Paid' 5S: Under certain circumstances,if,after the dote 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 on 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 actiJally 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 Dote Paid Name of Payee Description of Obligation Amount Paid 6-29..70 Lcmi"s l-L ~ri11....n ""t~nQ'·'"',.l;:Vn""Y'dba ,'~'7 .t;l,•. . TOTAL $2,257.•54 (attach separate sheet if requ I red) 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 inhe-ritance 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 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 Wills ..J"',C.··,;·.....; ,e::,"--\....\cD:ll:PARTMENT OF REVENUE ,/' BUREAlJOFCOUNTY COLLECTIONS..,.-.._.,.. HARRISBURG.PENNA.J7 J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERIT.dNCF}'TAX APPRAISEMENT DATE ~.~.!y.}.9...t ~..~.?.9.............. . COUNTY Y.r.A.§..I.i.~~9..T..9..~. FILE NO..?~..:.?..9..=.?..~.?.. RUTH G.BARBOSKI CANONSBURGWhereas,late of . in the County of 7.t'l1 ·~A·~·~~·~9..T9.·~·Jun·e..·COmmon'1~th ~f Pennsylvania,having died on the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,J(~R..~q.~.~:x ,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 Ufe 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. JT.HELD PERS.: Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes Jt.held Series E Savings Bonds,4-$500.00 pur.3-69,6 $1000.00 pur 3-69 held in the names of MRS.RUTH G.BARBOSKI POD T VIRGINIA HAGGERTY (MRS.)VALUE AS OF DATE OF DEATH,$6,135.60 FULLY TAXABLE $6,185.CO form~~~~h~a~::l:h;Sw~aLbdi:lt~~,~:;o~~~~~:~~~~:;~iS~?~l~n~~~ A.ppraiser ................................................................................................................../..~(NUm~d Street)/~.I ..........y!A..$H.:I:NQ'I'QN ..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RUTH G.BARBOSKI Deceased. Late of CANONSBURG Date of Death,J..'Y,n.~L...7 ,..J9.7.Q .. Appraisemei!t Docket Vol.,}..~ Page,~2..~/No 63-.7.0-6.87.. Filed in Register's Office,-7.--10_19 7.0 Amount of tax due,·$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appmisement, ~\. ,,' Appeal f1'om Appraisement,. Entered and charged,.. / .. ./ ./I I ,1,