HomeMy WebLinkAboutOC1970-0802 - ESTATE OF PREGEGFonn RCC-2
.....·D~PARTMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONW»ALTH"OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~~~.~.~!..~.."!.~..?.~..
NTY Washingtoncou .
FILE NO..§.~.::..7..9..::..~.9..7 .
Whereas,$.l~y..~.Q p..r..~.g.~.g ~late of ~.!~.g~..~.
in the County of Wa.s.hingt.o.n Commonwealth of Pennsylvania,having died on
the l.l th day of J.u.."'l.e 19 7.0,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.w..•..R.L C..h.a.n.e.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 cut of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate Is transfened In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years.the Commonwealtt hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Ir.terest.
Unit AppraisementDescriptionofAlletValuesMadeforInheritanceTuxPurpoleS
$
JT.HELD:
Jt.Bank Account #81 1983846 held in 1:he
PITTSBURGH NATIONAL BANK,McDONALD OFFICE.
McDONALD.PA.In the nf ST,AVKO
I of MRS.HELEN NAVOSKI.ODened 1-15-68.Balance
as of d#lt:P.nf'dP.#lt:h ~_~1 ~n ~,"1 590 1.5..-
II
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ESTATE TNSOI.VRNT .....
form~;v;;:~hb~:::th~Wl>l"l1~'t~~~:~:;~e~~b~c~;,.--o:;Zo~e~:;:~;.;=:1!~
AppraIser
~~~~b-:a L.~~~~,Penna.
WASBINC'l'QN.,.County
,"1
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....,"';
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
SLltVKO PREGEG
Deceased.
..~Late of
BULGER
Date of Death,J.u.ne.ll,1.9.7Q ..
Appraisemel!t Docket Vol.,
.~
..
i ..,
•j,,,-..
-.
-'
Page,..................................No.63-70-802..
..
Filed in Register's Office,A.':l.gl:J:.~.~....J.f3.19.7.Q..
Amount of tax due,~.
·'·DEPARTMENT OF REVENUE
Received,
Exam{ned and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,..
..~
,",...:.-
~
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,.,\
1-"I':..
C-oMMO~WEAL TH OF PENNSYLVANIA
.DEP~TMENT OF REVENUE'
.HARRISeURG
RCC-43 (5-65).
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
FINANCIAL INSTITUrlON __--y;'lj1?c.=iwtt=:S:=-:b=-"urr-::..·r:9':..,.h;"7l'l·!'TNTa=tJ.,,:,,",·0_·n_a_l_B:....a:....nk _
MoDonald Off:Lce
ADDRESS M_c_D_o_n_a_ld-=-,_;l?_a._._l_5_0S_7_·___
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT 'DEPOSIT.'81 1983846'-=-------'----------NAMES ON ACCOUNT,Slavko prebeg or Mrs.Helen NavoskiORINVESTMENT. ,
DECEASED JOINT DEPOSITOR,7'<
TRUSTEE OR INVESTOR~...,.-S_'l~a~v_k;..;;..c_,.;;;..l?;;;;.l.'=eb="'c;;.,,·9'iIl-._-'-_..~
ADDRESS.-;.'__R_••_D_._,_#:....;+_'_0_.u_l...,;;9:....e_:t'_t_..:-P_a_._1_5_0_1_9_._
DATE OF DEATH June 11,1970
SURVIVING DEPOSITOR,',..,'
BENEFICIARY OR INVESTOR Mrs.Helen Na,vQsk:i----~------...,..--------
ADD~ESS R~D.il,UUlger,Pa.15019
RELATIONSHIP TO DECEDENT-:-=O.;;;;;a.;;;;uq=.h:.=..·t=e=r=--"--:-_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED January 15,1968
BALANCE,INCLUDING INTEREST3 ],80 30DUE,AT DATE OF DEATH$·_'_._._,_
/"'.'/5~~,~~.&:~~~
./J.17j);:,.'I'Signature .....".,'.TITLE
r"':'II-7d '7
RCC-134 (1-69)
"/COtirMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
J·OFFI·CIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT A'IlD ASSESSMENT OF
,ASSETS NOT SUBJECTTO ADMINISTRATION
Date:__-=-:J=u=ne==2=S=-=,=19_'_0_.----.;__WASHINGTONCounty _
15019BULGERtPENNSYLVANIA
TO:---,M&:.uR~SL&·.~HE~LEe:u1N_>lNA.l!JL!..V=OS~r{!.!!!!I~____..,.__-
R.D.1/1
County File No._
Bureau File No.c:;y -;lcJ -JOi(
We have received notice that XXXX'Xnx
on JUla8 J]19-10 you came into ownership of certain property throug _
_~mdl__=tilI'aDd!SX tran.fer from SUVIO PREBIC.Deceas.ed.
Under the'lnheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the Iiabil ity for the payment of the inheritance tax due is imposed upon you,as transferee.
h '....Jt..Bank Acct.#81 1983846 held inT e property on which tax IS hereby assessed consls's of:.
the PITTSBURGH NATIONAL BANK,McDONA1J)OFFICE,McDONALD.Pl.,i&the names
of SLAVKO PBEBEG or MRS.HELENN!VCSKI.Opened 1...15...68.Balance as of dalIla
of ,htath,$3,180.30
.aPraised by the Commonwealth,as of the date of death,at $__....;3;.,.,!,:......1....;8_0_•....;3_0_··__
__0_%of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
1,590.15$--------
95.41
AMENDED ASSESSMENT
$Z:Sf'6,/tS-
;:~~6~
D If you pay the above amount within three (3)months
of the datsof deatitf the dece4yat,or on or
before ep't.,19 .you may deduct a
discount of 5%of the amount of tax due,or _____~.tt7 _
D 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
$~/
(Agent for the Commonwealth)
*If the tax is not paid by the above date additional
interest isdue.at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE $
/a:rF /J.~~~APPR AI SED BY:--e;,,~~7'~-..::.t~:-=:.:::...::.::=...::.-~-=---r7-__:-A~SESSED BY:_
(Inheritance Tax Ap.r.{ser)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
thIS Official Notice must accompany
your payment.Mai I or bring it to:
If you have already paid this tax to an executor,administrCl'tor,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paidtname...and address of the person to whom
you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid ;;
SS:
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 administrati.on of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Pay.ee Description of Obligation Amount Paid
[7-/7-7c;l'=:l";P'f/o J/~.,/?'",-=7"....~p ~#'./Veu.J'.//s</~yO
l./;i!;.4.....#~"?f./-"".~.f........,~~~.-:;:;;z ~u?07S:-0 0
./0/...,,/.'?J/_-xJ~~-f'C:A..."-~r /~.,~S'.:/,..,(J
I."IA'/.P...//)d ~/'/"".
/::'ti.~."AU ~'-4-.;-'~_I pi'~-/~;'..-?(~d.<;£6
/I
TOTAL $/£27...:7d
(attach separate sheet if required)
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
wa~s 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 $0
Date of Approval:_
Register of Wi lis
REV-519 EX+13-80)
COM-MONWEALTH OF PENNSY LVANIA
DEPARTMENT OF REVENUE
TRA~SFER INHERITANCE TAX
~,.,-
RESIDENT DECEDENT
INHERITANCE TAX RETURN *'FOR INSOLVEt\T ESTATES
(Instructions on ~everse Side)
COUNTY FILE NO.~3 -7/....'fO/BUREAU NO.
_-.:.H:.:E.:.lLEN~~NA:~~l:.::O~S~K~I,--of
(NAME)
R.D.#1 -Bulger,PA 15019
(ADDRESS)
of the estate of _..;;S;,;;;;LA:~~_O.;;.....-P..;;RE...;.....BE~G _
being duly sworn according to law,deposes and says that lfe!she is the ~_I_n_f_o_nnan__t _
(EXEC.,ADM"L.EGATEE.ETC.)
Iate of R.D.#l,Bulger,PA150l9/Smith Township
(STREET ADDRESS)
deceased and that the whole of the estate of said decedent,who died on _J_un_e_l_l,;.,_19_7_0 _
(DATE)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the
assets and no Pennsylvania Transfer Inheritance Tax is due.';f4L --:2/.1!fAc-??.h'
Helen~Navoski,infonnant ""C'.
TYPE OF ASSET ASSETS ESTIMATED MARKET DEPARTMENT VALUATION
VALUE (OFFICIAL USE ONLY\
real property One-third interest in 2.412 acres situate in
Smith Township,Washington Cour:ty,Pennsylvania,I
as recorded in Deed Book Volume:1160,at Page
118.The total market value upon the date of
death estimated at $6,300.00.His interest ~/0 d.tP1Jinsaidpropertyisvaluedat:tf..-/(.$2,100.00
I
~U':~,
de '
,
~,rn..:r
TOTAL $2,100.00 d I tJ--#_tf-J
(OFFICIAL USE ONLY)
I do hereby certify that the above assets were apprais~~accordance w...i1ll)'ennsylvania law.
C/f;"7 A 1 ~r::::::,.r~//-~/j?CJAPPR~ER -/-""""""-DA;:;.T-E-----
DATE NAME OF PAYEE DEBTS ANDn~E~~f:'J0NS AMOUNT CLAIMED
R.Freville,Jr.,Midway,PA
Gaydos Monument
St.Anne's Church,Bulger,PA
Lady of Lourdes Cemetary
Lady of Lourdes Cemetary
Funeral director -funeral
Grav~ker
Church services
Opening and closing grave
Burial lot .
TOTAL
~
345.00
50.00
150.00
300.00
it/S-o 90
$2,391.9-(1-----~,.--
DEDUCTIONS ARE ALLOWED IN THE SUM OF $<.ft./Jt.:·~a}I
(OFFICIAL USE ONlY)
;/t1XIiLutJ ~M
REGISTE F WIL.L.S
:/~rld-%I
DATE
'.
INSTRUCTIONS
ASSETS -Describe all Real Estate located in Pennsylvania and held solely by decedent or held lointly with another party
or parties as tenants in c~nmon or as joint tenants with right of survivorship.Include the decedent's percentage of ownership
and the estim.ated market value.List all tangible and intangible personal property owned individually by the decedent or
jointly with another party or parties as joint tenants with right of survivorship at the time of death.Include intangible
personal property titled in the name of the decedent,but payable at death to another party or parties including but not limited
toP.O.D.U.S.Savings Bonds and tentative trust accounts.List any property transferred by the decedent,within two years
of death for whi ch he/she did not receive valuable and adequate consideration.
DEBTS &DEDUCTIONS -Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against
his/her taxable estate.In addition to debts incurred by the decedent,other Hems are claimable including the cost of
administration,attorney fees,fiduciary fees,funeral and burial expenses including the cost of a burial lot,tombstone or
grave marker.
Evidence to support the decedent's or theEstat~~sliabilityfor the debts being claimed should be attached to this returno
A family exemption of $2,000.00 may be claimed by a spouse of a deced'ent who died domiciled in Pennsylvania.If there
is no spouse,or if the spouse has forfeited his/her rights,then any child of the decedent who is member of the same household
can claim the exemption.In the event,there is no such spouse or child,the exemption can be claimed by a parent or parents
who are members of the same household as the decedent.
r ."C n >-m >-~>-0 0 C VI c rzc;")n c c ~z ~ZG'l m m A Z :;0 >-9 0 r
;U z m -f m -f Z ./11 9 z -f -<VI m VI~/11 0 VI -f~~z r~&Y.~.z 0 0 :;0r9'"T1 '"T1 >-:I ~/11 0r~,..:J _
.~z(/)./11 '-'~,"TJG1=~(V'):=.~0 "TJ-lZ~:!!~$:....~t :5~ZOG10n...:t='\)~~;;d (/)(')iZti:lJ -."...J:)~•~'UZ Z 0..:.t..:t:l »3:(oc ~~.~r1II-l~»;n;:~:J •~:lJ(/)'!-¢
~1-'-(1)~C(0 (V)~Ii 0(/)c:~~..!r~"~~~..(II-<(/)-1 0 tU 1TIr-l /11 0:::~f .~:t:§:g ~-<-<<\Dr ;II L:t-V)~m m 0~C:~L-'~:'"'"~;:~:!!c;:)LL.1 *.""~>->-Z::".'!'l'~:;0 :;0 r~c 0 t!:--*...-<-z 0 Q;,:;--s:.'.~-
g:G1 C41J'~I-'III $-~"U U100I-'l/)'-D»
INFORMATION
PLACE FOR FILING -The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent
resided.
TIME FOR FILING -The return is due nine months after the decedent's death,unless an extension for filing has been
applied for and granted by the Secretary of Revenue within the nine.month period.
FAILURE TO FILE RETURN -Section 791 of the 1961 Statute provides that ",••any person who willfully fails to file
a return or other report required of him shal.1 be personally liable •••to a penalty of 25%of the tax ultimately found
to be due or $1,000 whichever is the less to be recovered by the Department of Revenue as debts of like amount are
recoverable by law."
.REV-5IB FO+(5-BO),-'
Commonwealth of Pennsylvania
Department of Revenue
BUREAU OF FIELD OPERATIONS
P.O.Box 2970
Harrls burg,P A.17105
NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY
PLEASE REFER TO
Investigation Division
February 20,1981
Helen Navoski
Greenlee,Richman ,Derrico &POsa
RE:Estate of _-,S:o.;l::..:a:o.;v,-"k=o~P-=.r~e=-b=ec:o-g--__
County of Washington'
File No.63~71-401
Dear Ms.Navoski:
You are hereby noti fi ed that the 0_r_1_·g_i_n_a._l ._
appraisement in the estate of Slavko Prebeg
has been filed in the office of the Register of Wills I)f __--'W"-'a::,,:s~h~i~n~g..:::t~o~n_·~_
County on February 20 ,19 81.Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
2,100.00
2,100 00
As to such tax that is paid within three nonths from date of death,a five (5%)percent
discount is allowable.As to any tax that remains lnpaid after nine (9)months (fifteen months
when death occurred'from December 22,1965 to June 16,1971,inclusive;and twelve months when
death occurred prior to December 22,1965)from date of death,interest at the rate of six (6%)percent
per annum is charged.
Any party in interest who is aggrieved b,this notice may object thereto within sixty days
after receipt of said notice as provided by Section mOl of the Inheritance and Estate Tax Act of
1961,72 P.S.2485-1001,P.L.373.
Date February 20,1981
DOD:6":l1-70
NOTE:This is not a bill.
Signed
Title Appraiser n
,~
REv.-484 EX (2-80l
~,..
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
Fi Ie Number 6_3_-_7_1-_4_0_1 _
Estate Nome S=-l=-a=-v=-k_o-=-----P_r_e_b=-E-=-g~_
Dote of Death 6_-_1_1_-_70_-----'--_
Social Security Number _
REPORT OF INHERITANC=TAX APPRAISER
February 20,19$1Dated:
I,the undersigned duly appointed Inheritance Tax Appraiser in end for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last colu the right in Schedules "A","B","C",and "E"J--
ADJUSTMENTS REMAINDER APPRAISEMENT CODEINVENTORYVALUEASAPPRAISEDCODE(HARRISBU RG USE ONLY)
Real Property (Schedule A)$2,100 00 00+92+
Personal Property (Schedule B)10+_.
Joint.Held Property (Schedule E)20+
Transfers (Schedule C)30+
TOTAL GROSS ASSETS 2...lOD 00
Less Debts and Deductions 845.90 400 930
(SCHEDULE F)
CLEAR VALUE OF ESTATE 1 254.00
Valuation of life estates or
annuities~•,..~'\<io iI •i •Co '~a
RATE FACTOR PRINCIPLE VALUE CODE
Exemption s ========;;::=;;::;;:::;::=:F;;:====
Total Estate 1,_2_54_.--1.-0_0 _
TOTAL TAX 9-11-71INTERESTFROM _
BALANCE
7<;,?<;'
75.25
42.89
118.14
$
$
S
$
COMPUTATION OF TAX
$
s
s
s
3-!.1-81TO
6%
15%
FOR USE OF REGISTER ONLY
Tax on $1 254.00
Tax on $-----------f------
Tax on $
Tax on $
Tax on $
Less Credits
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
S +S $=$
+-
BALANCE 5_-
INTEREST FROM TO S
BALANCE DUE ,S
,..----------------_..._-----------
,
REV·457 (1·80)
COMMONWEALTH OF PENNSYLVANIA
\IlEPi!\r:tTIVlENT OF REVENUE
,TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITA\lCE TAX
APPRAISEMENT \
Estate of __S_l_a_v_k_o_P_r_e_b_e.;;;g _
Countv W_a_s_h_i_n..;;,g_t_on _
F"I N 63-71-401leo._
Date of Death __6_-1_1_-_7_0 _
In the event that any future interest in this estate is transferred in possession er enjoyment to collateral heirs of the decedent after the expiration of any
estate for life or for years,the Commonwealth hereby expressly reserves the righ~to appraise and assess transfer inheritance taxes at the lawful collateral rate
on any such future interest.
PROPERTY REPORTED BY THE ESTATE
1.TOTAL REAL PROPERTY -SCHEDULE "A"• •
2.TOTAL PERSONAL PROPERTY -SCHEDULE "8"
3.TOTAL TRANSFERS -SCHEDULE "c". . . .
4.TOTAL JOINTLY OWNED PROPERTY -SCHEDULE "E"
TOTAL REPORTED PROPERTY
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
TOTAL GROSS ASSETS
LIFE ESTATE OR ANNUITY CALCULATION
DEPARTMENT'S
APPRAISED VALUE
2 100.00
2,100.00
2 100.00
I do hereby certify that the above appraisement i~.ade "n corformity with Pennsylvania law and has been filed this day
with the Register of Wills..#.
~V~2-20-81~ISER DATE
~
·(....7"~
,(OFFICIAL USE ONLY)
WILL
NO.YEAR _
ADMINISTRATION
NO.YEAR --_
ESTATE OF .:::.S.::.:la:::.v.:..:k::.:o~P~r:..::e:..:::b~e~g......._
ADDRESS Bulger
COUNTY OF Washington
DOCKET NO._
PAGE NO._
LINE NO~--,.---'-__
dollars
$---------1
$---------a
$---------
$43·26
$75.25$Final Payment
$---------
$---------$----------n
%Tax on $$11
Estate Tax,Act of
May 7,1927
6%Tax on
2%Tax on
15%Tax on
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate ofL%fr9~.:..1~1/~7,-1.:.....-.._
to date
51/100~~---------~-~~-~-~--~~-~~~-
Bulger,Pa.15019
7.~-t~.z63~1 Dote of Death 6/11/70
Name of Decedent __....:S.::...:::l....:a..:...v.:.......:k....:o:..-..:...P_r_e..:...b~e__'g~)1
I
,County _--:.tv:..::a~s~h~i..:.:n:.::::Q;:!..:t:...:o:::..:n:..:.-1
I
i11i=================================::::::::::::::::::::
$1 RECEIVED One hundred eighteen and
~representing Pennsylvania Inheritance or
I*j From:_....!Jl.Se~,l~e'-!n!_!.!N..fa~V~O~S~k~:!:i __y_-----E-s-ta-t-e-T-a-x_d_u_e_fr_o_m_t_he_f_o_lIo_w_'_In..:g_e_s_t_a_te_:-------11;~I~,Address---=..R:....!.c=D:....!!#'-.'l..-.-1
U,I
I I
,File No,
lii Dote of Payment _.:....;M....;.a'-r...:c:..:h-=---2=6..Lt--...;1~9:....;8:....1.:....;1
':
r---------.--·------,------------------------·---~--------.----.---...,....,
I
I~
1r 00 mp [L~@illlY-rn SEA L TOTAL AMOUNT PAID $118.51
I",
NOTE:This Triplicata Recaipt to be retained for aUdit$t361.J 61-9 /.J I
./'•..~'.'Received by H(.J"/,...1..-4-!"...!..!.i..,....:..Cl.,(-a:'--;;:f~-:f....J..:..I;_'J....'~/t'-"·.::......:.r...:./-{.=......f,;t<..7·):;_,_.TT--1II
NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the Iofe)'.,//'J
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the,-f:-:!~..::.:..;::.----------tI
life tenant or tenant for years whenever it appears that such additional tax may be le,~aliy due and
collectible for any reason whatsoever.
~~~_~~~__~._._.__~•~C "_
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU-OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
:;JEebru8pr20 1981DATECOUNTYFILENO:_
TO:Greenlee,Richman.Derrico &Posa
325 Rasbjngton Trus1•Building
Washington,Pa ]5301
ESTATE 81 avko Preheg
FILE NO.63-7]-40]
COUNTY \lTasbington
DATE OF DEATH_.g;6-=.1...11".:-:..j7'-lo01--_
Appraised Value of Estate:
Real Estate $2 )]00 00
Personal Property +
Jointly Held PropertylTransfers +
Total Gross Estate $2,100,00
Total Approved Deductions
Clear Value of Estate $1,254.10
Less:Approved Charitable Exemptions
Clear Value of Estate Subject to Tax $
Amount Taxable @ 6%Rate $1,254.10 tax due $75.25
Amount Taxable @ 15%Rate tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $:.._
* * * * * *A five percent discount totaling ...;.$_
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$+$..:.-_---$=$.:..-_----
+=
+=
Interest accrues at the rate of six (6)percent.per annum
on the unpaid balance of Inheritance Tax from 9-11i 71
to date of payment.Interest due if paid by 3·'·11-81 is __4.:..:2:":0"",8:.;::9__
BALANCE OF PENNSYLVANIA INHERITANCE TAX D!JE $lU,14
Assessedby:Hadge Finney /cs
See Information on Reverse Side .Agent fortheCommonwealth
REGISTER OF WILLS
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INFORMATION
To insure proper credit to your account,the name of the estate and file number should be clearly print-
ed on the check or money order.
This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of
1961 (72 P.S.§2485-708).
To the extent that inheritance tax is paid within three (3)months after the death of the decedent,a
discount of five (5)percent is allowed (72 P.S.§2485-716).
Inheritance Tax,other than tax on a future interest,is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9)months after the decedent's death (72 P.S.§2485-711).Inheritance
Tax on a future interest is payable within three (3)months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S.§2485-712).Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
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1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 days .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
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Any party in interest,including the Commonwealth and the pE!rsonal representative,not satisfied with
the assessment may object thereto within sixty (60)'days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S.§2485-1001).
Make check or money order payable to:
"Register of Wills,Agent"
Mail to the address listed below:
-I
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