The URL can be used to link to this page

Home My WebLink AboutOC1970-0933 - ESTATE OF BIRKFonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT_ DATE §..~P.:t..~.m:P..~.r 4.~t,J.Q7...Q . COUNTY W~.$..h.i.n.gt;..9..p.. FILE NO §}..::.7..Q.:::.~..~..~. Whereas,~A.~!.~A..~~..!~.~late of .f..~.~±.~yy..~J.+..~. in the County of .tY.~..~..h~:n.:g.~.~.:n.:Commonwealth of Pennsylvania,having died on the ?..~~4.day of }.~.~~.........................................19.....7..9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chan.ey ,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. JT.HELD: Description of Asset Jt.Held Bank Account .HCiRQCi27 h~'~in rh~ PITTSBURGH.PENNSYLVANIA.In the names of MARIE A.BIRK IN TRUST FOR CHARLES BIRK.OpBHed 11-3-65.Balance as of dar~n-f dp.a,t:h Jt Sa,vin~s Account #02 0057488 held in the PITTSBRGH NATIONAL BAm<,ELIZABETH OFFICE,ELIZABETH PENNSYLVANIA.In the names of MRS.MARIE A.BIRK vor CHARLES E.BIRK.Opened 8-6-63.Balance as of da,te of death.$339.11 (One-half taxable) Total Unit Values $ Appraisement Made for Inheritance ITaxPurpoles 1.174 06 164 51 1.338 57 Having been duly sworn according to law,I do here~r~_th~he above appraisement is made in con- fonnity with law on this '?1'C3'~day of.'."'-OZ/;;;e!k ~.....Z····:;·~·>:···············19~~•••••Z{,•.~·••••·m"~m~•••••••••••••"?;~=~:~ (Post Olllee) "~,.~,JYASHl.N.Gl'ON .County (. ,I RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARIE A.BIRK Deceased. Late of FINLEYVILLE Date of Death,J.Jm.~~..~.,.l.~.n.Q . Appraisement Docket Vol .I •.....••••..•...•..••..•.•.••••..•...••••• Page,No..~.~.:..?9..:..~}.~ Filed in Register's OfJice,)~.~P.t...!Z.3.)9 ..7.0 Amount of tax due,$. DEPARTMENT OF REVENUE' Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,. ..., -.:l t:.~.__... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R CC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE J 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 INSTITUTION DOLLAR SAVINGS BANK -STANWIX STREET OFFICE 15222 ADDRESS R.D.f~4 -FINLEYVILLE,PENNSYLVANIA DATE OF DEATH JUNE 23,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR CHARLES E.BIRK--~~_---:;.....;..;.---------- ADDRESS R.D.4F4 -FINLEYVILLE,PENNSYLVANIA RELATIONSHIP TO DECEDENT.~_S_O_N _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED NOVEMBER 3.1965 ~ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $....:1:.&.:.17.:...,:4:.::..0=.:::6=---__.,.....,.._ CAROLANN BRADLEY RCC-134 11-691"-COMMONWEALTH OF PENNSYLVANIA"~DEPARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ....~.......-- OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT ANDASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:CHAIUfES E.BIRK R.]).#4 Date:__~J:...:=u~l,#-y....:.J'2=O~;L--..::i!1=9?..!.,;O~_ County t:..-~1:..-a:..:...tl.....:..hi=n::..!::gt!.:.....:..o:..:...n:....-_ County File No._ Bureau File No._ We have received notice that,~JJI&lKXiIXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on J!::!~,~,11'1940-'.'~ou ca,me,into ownership mcertain propertythrough .•~m!X~~trat1cter trom,l·fARlE A.DIRK,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.Held Bank Account·1589521 \l held in the DOLJ.AR SAVINGS BANK,PITtSBURGH OFFICE,PITTSBURGH,PENNSYLVANIA.·In tho nameo of MARIE A.DIRK IN TRUsr FOR CHARLESlm'.ltIlUC.Opened 11....3.65. appraised by the Commonwealth,as of the date of death,at $1.114.06 lOO %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-----_...0--.- AMOUNT OF TAX DUE 10•.ei$ D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before sept'.·23.19 10 you may deduct a discount of 5%of the amount of tax due,or 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) $ ASSESSED BY:_ r) TOTAL AMOUNT DUE APPRAISED BY:~~","",,-+_~J/!~''-''h~~;';'''~+-- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid 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: ri•...;;;.[j:iJn THE COMMONWEALTH COURT HOUSE lNASHINGTON,PENNA.16301 If you have already paid this tax to an executor,adminigtrettor,~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"'wholl].. 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. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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 some 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 $" Dote of Approval:_ Register of Wi lis \ RC C-43 (4-69) ~~~r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF ~EVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,Pennsy Ivan ia Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION __~ft..;;.;,t.;...'....;;.OWr"';";;';;;'.lo!:6b:;....;;;;;.Na;...;t~lon~al::..."..;;;;Benk.:::=::....-_ ADDRESS Elisabeth Olfice,lW.sabeth,Pa,15037 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings fJ02 0051488 NAMES ON ACCOUNT OR INVESTMENT ura.Harie A.Birk or Charles B.Birk "".,-.....------- DECEASED JOINT DEPOSITOR,~ TRUSTEE OR INVESTOR Mrs.Mario A.Birk V ~~8RcEJaNTY R.D.14,FinleyvW.G,Pat 15332 DATE OF DEATH Juno 23,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Char1ea E.Birk----------------- ADDRESS R_,_"_D_,..;,;.#...;.4~,_F1_nl_eyv1~_U_e..:;,_P_a...:.,_1_:::S.::.3::.32_"_ RELATIONSHIP TO DECEDENT SO'llDATEDEPOSITORINVE~TMEN:=T~~=--------/------ WAS ESTABL!SHED _August.6,1963 V BALANCE,INCLUDING I~TEREST ~O"~"11~ DUE,AT DATE OF DEATH $--+c=----:--"-~~-9-,-"-.-_ /t ~.1J H/Lr~.'If ~/~61 6 Signatur~Assistant Cash1exi ITLEf~(P (I ~RCC-,.,..-\"-69) COMMONWEAL TH OF PENNSYLVANIA • -DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMH-lISTRATION Date:_----=J:..::ul=,=--y_9=-,~,-=1=9..:,.7=-0 _ County __\1._1_SH_,_I_N_C_T_ON _ FINLEYVILLE.PENNSYLVANIA 15332 TO:-~C..HA~R~LIoII:EiUolSL_.l:iLE_...-.;Ba.aI..uB.o.K _ R.D.II 4 County File No._ Bureau File No._ We have received notice that,~~'I1~QC.m='Caurxmcx:ma"aauaoaOo:"'maacoc: on June 23.19-1.Qyou came into ownership of certain property throughniU~ ~~tranSfer from MRS.MARIE A.DIRK.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.Sav.Acct.1102 0051488 held 1 the PTTTSBJIRQH NATIONAL BANK,ELIZABETH OFFICE,ELIZABETH,PAM t in the naas of MRS.MARIE A.DIRK or CHARLES E.DIRK.Opened 8.6....63.Balanco aD of date of death.$339.11 appraised by the Commonwealth,as of the date of death,at $3_3_9_lt1_,_1 _ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 164.51$--------$-------- AMOUNT OF TAX DUE 9.87 o If you pay the above amount within three (3)months of the datsof deat~§f the decwnt,or on or before ept.,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 the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of ASSESSED BY:_ (Agent for the Commonwealth) *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,~ (Inheritance T Appraiser) $9.87 $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1?1Lf-M:II JvJ.~,~ ~~/#/~S67/ y£J~~j7J}? ~~~/7./0 To insure proper credit to your account thIS Official Notice must accompany your payment.Mai I or bri ng it to: M:;r;l\Y fOR THE COftMHNWEALTH COUHT HO:JSE WASHl;lGTtJN,PtNNA.16301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of'*e 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 I"decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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 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 $" IL __ Date of Approval:~_ Register of Wi lis