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Home My WebLink AboutOC1970-0866 - ESTATE OF LAURICHFonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I!ARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA," RESIDENT INHERITANCE TAX APPRAISEMENT DATE §~.p~.~.mp..~.r.4...,l~.7..Q . COUNTY ~~.~.~.~.~.~.~.~~. FILE NO §..~.:..?.Q.:.~.§..§.. Whereas,¥~~p..~~~.~r..~.9.P:late of ~~.!'.g~~.~.~.:1:..c?~. in the County of ~~~.~.~.~.~.g.:1:.~.~Commonwealth of Pennsylvania,having died on the }J ~day of M~.r..~.h 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..~C..b.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 fbe 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, Descrlptlon of Asset JT.HELD: Jt.Bank Account #2323 held in t:he ST,lJV~:N I'AN SAVINGS &LOAN ASSOCIATION,STRABANE OFFICE, STRABANE,PENNSYLVANIA.In the names of FRANK LAURICH or ANDREW l.AURICH or ANNE KTSS 0----..1 7-12-60.Balance nf d;lt:e nf dP';lt'h $9.129.54. (One_t:hird t:a.xa.hlp.) Jt.Bank Account #2322 held in the SLOVENIAN SAVINGS &LAON ASSOCIATION.STRABANE OFFICE STRABANE.PENNSYLVANIA.In the nf.FRANK, ~1 LAURICH oe FRANK LAURICH.JR.or FRANCES:MONTEQUIN ...,o .7_l2_fiO lUTAN(,~A~OF nATR flli'nJUTH ~ ~> $6.444.38.(One-third taxable): Unit Values ... $ Appraisement Made for Inheritance Tax Purpolel 1,521-59 2 l.4R 1 ~ •.I Total ("'~;;;~l'~"1 -:--I--__--H-_...!!!i!4-:z~6~6.~\72 ' ---------------------------..---------+-----H-------+---I ,:J ("'I ................WASHINQTQN .., "r County 1-. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRANK LAURICH Deceased. Late of .... ....BURGETTSTOWN Date of Death,March 31.1970 Appraisemeilt Docket Vol.,;.. ......Page,.No.63-70-866..............................;. -' ,,) Filed in Register's Office,s..~p.!=~.~?~.:r.:~:J9.?..9. Amount of tax due,$:.~. ""l ~~. DEPARTMENT OF REVENUE ~ .. ~ .! " Received, 1 ....;....-..,-.., Examined and Approved,. Wrote abo,ltt Appraisement,:.. "l Appeal f1'om Appraisement"~,..~-~..~',," -' Entered and charged,........::.. .~ -~ :..~-. .. •TO:__F~R.u.lAl'I.:l.IIK~LAiA.lUlURJ>.o!ilo.!<!.CI::!.H0-,..3o!:J..uR..!-.---.:!:::&-.;F~RA~NCES MONTEQUIN 8 I,INN AVENUE . OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASS'En NOT SUBJECT TO ADMINISTRATION RCC-134 (1-69) CO~MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -:'\11JREAU OF COUNTY COLLECTIONS J'INHERITANCE TAX DIVISION DURGETrl'STOWN,PENNSYLVANIA 13021 ,"' Date:April 28 t 19'70 County \vASHINGTON County File No._ Bureau File No.?3~20 ~PC r;, 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.Dank Acct.#2322 held in the SLOVENIAN SAVINGS ft LOAN ASSN.,STRABANE.PA..in the name.of rr~NK LAUIlICH or FRANK LAURICH,JR.or FRANCES MONTEQUlli.Opened 7"12...GO.Balance as of date of doatb,$6,444,33 appraised by the Commonwealth,as of the date of death,at $6,444.38 1 /3 ~f this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $~:...-)~!..:l=-·.1..:....,8::....::..:.1=..;)=.'='__ 128.89 $0(:"'/z/g /..J .coo,oo D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before JUte 30 19.70 you may deduct a discount of 5%of the amount of tax due,or 6.44 o 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 $~.£=o=,=S"=:7====== *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 $J 28 89 APPRAISED BY:J~~ASSESSED BY: (Inheritance Tax App ser)(Agent for the Commonwealth) INS RUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~U#1:'1 J.M~,o.r ~e.--.;I/,/J /,;{s 6 .;'7 -#Po,.it ~.,if'/.77 (j To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: l ,"."J"""()~r"'r.'~n~·J""'·M"·l"'.'-,II~:0.....\,"'..uS''',;HI 'f~[~J (;vUriT Ii(L~c \ASHUGluN.PENNA.l53tH ,,".l" If you ha ve aIready po id th is tax to an executor,admi nistrator,attorney or other personaI representative of the decedent for forwarding to the Commonweahh;list below the date paid,name and address of the person to whc~n· you made payment,their official title and the amo·unt. 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 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 hand!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 "'"€c:/L/x}pLJAL .4_A~$~"J/r/7A/(I:o/"i'.I("~Qo,<:>o - TOTAL $t:Po o.C)d (attach separate sheet if requ ired) SS: COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ I,hereby certif;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 some 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 and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $--------0 Date of Approval: Register of Wills ----------------------------------------------------, RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANiA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I~HERITANCE TAX DIVISION TO:ANDREW LAURICH R.J:l.#4 OFFICIAL NOTICE OF INMERITANCE TAX APPRAISEMENT ANrr'ASSESSMENT OF ASSEtS NOT SUBJECT TO ADMINISTRATION Date:__-=.:A~p~r.:.=.i:l:.....=2.::::8..1,__=1.::::9..:.7..=:O _ Coun ty --4Ii¥.::A~Sl.fJl:lu.INAGl,t:·J.JI'O.uNlI__-_ a:... MeDON!I.»,PENNSYI.YAIiIA 15057 County File No._ Bureau File No.~J -2 6 -Er;? We have received notice that,a;,Si.?l~$u,Jt·ofdC~~~~~~~.'"•••n.-.~~_.....-"'.·..·..·.,..···,.,.,."r-"l-"t"'''l·xr.;·'..~'·'tr,.''·'·x on '~...19~YOu ca~:titt>own~rs'Ipio,j~twcerta"ir,-p:O'~rty t 'ro'U'~1~~tu-~vr~~~lbc~h~tci~·v ~~.9 "'~tr.ansfel"from FRANK LAUR1CH,...e(~ea3a ..-.A.I -~ 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.Bank Aec't.#2323 held ift the SLOVENIAN &VlINGS 6;'LOAN ASSN.,STRABANE,FA.,in the nam~a ef ii'RANK tAURICH- or ANDllEli LAUlUC~a ()1~.'NNE iO"SS opened 7..12-6Q Ba]ii.)lCO 11S of d:\:-fl ot DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death,at $__~9:.,.,..&.1...2.....9~.......si:l4:....-_ 1/3 I of this amount is taxable at the rate of ,% 1/3 of 9,129.S4=3043.1S0RIGINAL ASSESSMENT i of 3043.18 =1,521.S9 $1,521$59 AMENDED ASSESSMENT $kScZ/s9 ;rOo.00 7?2o?Y9129AMOUNTOFTAXDUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Juuo 30 19 70 you may deduct a discount of 5%of the amount of tax due,or 4 ..29 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 *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 $91.29 APPRAISED BY:~==:=::~~:::....4II:...L~~~-ASSESSED BY:_ (Agent for the Commonwealth) 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 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,... 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 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 administration of the general estate of the decedent or any other transferee. Date Paid SCHEDULE OF DEBTS Description of Obligation (attach separate sheet if requ ired) Amount Paid TOTAL $.y'00.0 SS: COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify th·at 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 $p Date of Approval:_ Register of Wi lis .'" RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE J I Pennsylvania Deportment 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 REPORTINGFINANCIALINSTITUTION Slovenian Savings and Loan ASDciation or Andrew Laurich or ADDRESS 107 Latimer Avenue,Strabane,Pennsy~vania 15363 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT"""'........__2_3_2_3 _ NAMES ON ACCOUNT ORINVESTMENT Frank Laurich Anne Kiss DECEASED JOINT DEPOSITOR,Frank Laurich 7TRUSTEEORINVESTOR _ ADDRESS 10 Linn Avenue,Burgettstown,Pennsylvania 15021 DATE OF DEATH Ma_r_c_h_3_1_,_1_9_7_0 _ SURVIVING DEPOSITOR,Andrew Laurich -Anne KissBENEFICIARYORINVESTOR _ C·Z~f~ SignIDur.,e •TITLEAlber~L.Toms~c,Manager ADDRESS Andrew Laurich-R.D.#4,McDonald,Pennsylvania 15057 Anne K~ss-40 E.~mrket Street,Burgettstown,Pennsylvania RELATIONSHIP TO DECEDENT Son-bDDaughter 15021 DATE~~P~iil~~I~~~~STMENT July 12,1960 BALANCE,INCLUDING INTEREST 9 129 54DUE,AT DATE OF DEATH $ '__•_ c1 D 1-e-?I~' I.S C)./rS9r~::?f . Lf.S~~ 'RCC-134 (\-69) :COMMONWEAL TH OF PE~~NSYLVAN!A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLEC1CNS.INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ___lASSETS NOTSUBJECT TO ADMINISTRATION Date:_---:-:A.1'ri1 2P.1970 County __I_,v_A_S_H_T_!'_IG_,T_O_N_........:., CQunty File No ..:· Bureau 'F=ile 'N~~--&'3 -26-:£t~ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the lialJiiity for the poyrnent of the inheritance tax due is imposed upon you,as transferee_ The property on which tax IS hereby (1s~essed consists of;Jt -nank Acct.1/:232'),held in the"I ,,\q<,'-TIA'-'-""111.'("-'-T 1\'-\";',··T~\n\'-TE J'\.:.>A'l-,.~";)0,·.IV,)(-'..).).J.n.,,\,'"t1 f FR"'-TK LAURICH1n _"e names 0 lU\_ _• ,''''('ned 7-12-(.0 Balance as of date afIor.\~DmJY L.\t'lUCIJ ('Ir A~~\E 1:1 -;:-1 •.;..-=-..:..-_---L._-=--.:...::....;~__=___........:.::..:::..::::..=.:~_=__~_.:..~:..:::.__=...::::..::...=__..:...=..__ d eat h,$.C),120.S4 ._ AMOUNT OF TAX DUE ~,}-) . db th C -,'..,\'f 2-,)\'\f d\'K'"$>n"'1~9).~"'-apprclse y e ornmonwea tn,vas '0 the aate (j eat,at _._-._'_~_::..._o_._ ,.'<.¥t\·-f h'.bl h f ()%__'_0~v t IS amount IS taxa e ot t e rate 0 0 1 '-:,..,f"),1 :'1 ~.~?'.,"'43 1 Q ORIGINAL ASSESSMENT t.MENDED AS'SESSMENT DA TE,...~F ASSESSMENT 1 ""I f .')104 <.1 Q -[.t;21 S~.TA~ABLE AMOUNT.?)...\,h ~L-~'.1,,-'".',....,.'-.-"$l.....\S<~J ~"5;)"""$"'~Q./,S-7' LESS:ALLOWED DEBTS ;:>/06.00 NET TAXABLE AMOUNT <:./.2/S-9 0Z~J o If you pay the above amount within three (3)months of the dote of dea.th o.f the dece.8ent.or on or .1·~""'.~,before ,.tl ne -"19 ',you may deduct a discount of 5%of the amount of tax due,or 4 Sf)" ....-;.---~-------- LJ This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tox,statutory interest at the rate of 6°(of the tox per annum is also due as of *,.. 19.__in the allount of -~-------- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid 91.29$TOTAL AMOUNT DUE 0)//~"'J /J ____ APPRAISED BY:...:=~_~.2L-/:~--;t'C.k~-Ki--ASSESSED BY:___. (Inheritpnco-TarAy/praiser )_.._(Ag~nt for the Commonwealth) ~STRUCTIONS 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: 15301 \ I :', <:8',..(/,-Y<0 0,00 R CC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA RECf •DEPARTMENT OF REVENUE Co 8UREA~ED HARRISBURG lJNTt COLt.~OFI;,.crION~ Alit £3 "'..'- .J25 PH '10 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 ]961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Slovenian Sayings and Loan Assocj at,i an ADDRESS 107 Latimer Ayenue,Strabane,Pennsylvania J5J6J ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__2......3""'2_2__--.;-_--- NAMES ON ACCOUNT OR INVESTMENT Frank Laurich or Frank Laurich,Jr.or Frances Montequin DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Frank Laurich Frank Laurich,Jr.-Frances Montequin ADDRESS 10 Linn Avenue.Burgettstown,Pennsylvania 15021 ~ DATE OF DEATH ---"-Ma=r-=.;ch=--3~1:.ll,-=1.L..97L..;:0~_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ADDRESS Frank Jr.-Ellwood City,Pennsy]vanja Frances lviontequin-8 Linn Avenue,Burgettstown,Penna.15021 RELATIONSHIP TO DECEDENT son-gi::aug=h:.:.:t~e=r -_---_- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED July 12,1960 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $---Jo.L6.,..,''foil'+101/....1 .~J'-l"l8'------__--_- ~..-' Signature TITLEAlbertL.Tomsic,Manager t/f