HomeMy WebLinkAboutOC1970-1049 - ESTATE OF SANDIGO1ii?RCC-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLCECTION".)-
INHERITANCE TAX DIVISION
OFFiCiAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION,
j
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County \'r&$a~~
County File No._."......._
./
Bureau File No.a-Zo70f{f
We have received notice that,as a result of the death of_.!li!S;.wt~ew.lLlw;..;-=S:.s;ali.Lnl&;ldi,;a,Saenl.6._
on May 10 192fL,you came into ownership of certain property through right of survivorship,which
was formerly owned by the decedent.
TO:__Mt-s....:...··,·_._·_~_a_:_Ba_b_1c_b_'_
B.225
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.
appraised by the Commonwealth,as of the date of death,at $16,330,.31
100 %of this amount is taxable at the rate of 6 '%
ORIGINAL ASSESSMENT
/-;{t:~~.s/
fj,f 7.:z
AMENDED ASSESSMENT
$/t.<..3 36·3/
~<:~kb'66
AMOUNT OF TAX DUE
DATE OF ASSESSMENT
TAXABLE AMOUNT'
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
o -If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before '19 you inay 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)
*1£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
APPR AI SED BY:_~l/,::"./...!..'I:--=~_~:~_(.::...!_{;[_C_t:VZ_,_.~_~...........,....I...__
(Inheritance Tax Appr iser)
$$~£=l=Y=/.,z=======
INSTRUCTIONS TO TAXPAYERS
Ma~echecks or,money orders payable to:
~'."._.:.~."l.
..~.
To insure proper cred it to your account
thjs Official Notice must accompany
yourpayment.Mail or bri ngit to:
',,~~1~'4t-f~,~
••~l
•l"--"-
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 on amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible fo~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 some debts are not also claimed,for tax purposes,by on 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
?A/-J"~A ~/';;P,(l;{1J"rt:/"v{:A'f?/lA ~A'//C'AJ,sE..c £_~oo,oo
!~~,.k..#/oA.!(,)/Hh,,/'£'r::~Ade..~.4P 'R'~~#tY'T
~~"'"Z;.....s;~6't1Jp;fIo<;!:'"o A/l'AI.4L S~/?v/<!.e~q?~60
lt~v .s;",rLL r ./.",(A~/~r-(:.r ~.LJ.Fa:~£.11/
//'p ~rA~//.)/~.ro~
t;;Ntr://jA·t',£E rL',..hJ C,J'Z,/l rL....~,f:,.<:74 On,
TOTAL $~.~~'£""-00
(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__.
Signature of Taxpayer
"'-'0:.--
"".
·.
J)EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
,.,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .Q.G..t..QQ.e.r 4..7 ,1.9.7Q .
COUNTY Ji~..~.hJ.P.:.g.~..9..P.:.
FILE NO.63-70-/0 ~t)................................................../....'::L..
Whereas,§.~..~.y.~§..~.P.:4..~.g~late of f..~.P,.+..~.yy.~JJ.~..
in the County of ~y.~.~.h~.~.g~..9..~Commonwealth of Pennsylvania,having di.ed on
the J.:.9.~.h day of M.~y 19 7.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Th f I W R Chaney d I .t d d't 1ereore,,.....................~........~......................................................................................................,an appraIser u y appom e accor mg 0 aw,
I
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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
JT.HELD:
Jt.Savings Account #4362,held in the WESTERN..
PENNSYLVANIA NATIONAL BANK,FINLEYVILLE OFFICE,
FINLEYVILLE,PENNSYLVANIA.In the names of
STEVE SANDIGO IN TRUST FOR MRS.EVA BABICH.
Opened,12-7-53.Balance as of date of death,$16.330 31
--1--.-
Total 16,330 31
form~;v;;:~hb~:::~:,w~~d~'~.~o~e~~:y~elllen.~i::::1~
~App'······....····"'····..·········g..·~..··~i~;....··....."..,............................".............................•(and Street)..../.....:.....'O'TP;;;;'Qi;;;;"Penna.
1vASHINGTON County
'-..../
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
STEVE SANDIGO
Deceased.
Late of
FINLEYVILLE
Date of Death,J~~.y J..Q.,J.~..7..9..
Appraisement Docket Vol.,.
Page,No 6..3.~7.o.~...Ie1.9
Filed in Register's Office,Q9.~.<:?9..~.~.....??19....?9.
Amount of tax due,?J .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and charged,.
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RECEIVEO.BUREAU or
COUNTY COLLFCTtON'
HA1 ZO '01 PH '7B
t3-lCJ-/ol?
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COMMONW~ALTH OF PENNSYLV~ANIA
,DEPARTMENT OF REVENUE
HARRISBURG
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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 REPORTINGFINANCIALINSTITUTION Western Pennsylvai.la fiatlorwl Bank
ADDRESS -::~l,:'O-::(~)~k7:'·::t-:=-en;;.:;;,.;:;.8i:;;;.;',G::.:n~fl..:.,v..::.e.::n.=UQ~.:....FLiiu'''''u..l(l.:..·..Jjv:J.,.'t.i.:l'J1!J.j'''''tI-'....!l~,"'oJ..l:l.,;;'fGu"':.,2:?':f.,:'~/i~/....•:........;..L"~",'._+=9,.I.~,;J.',;...:::!.Id!.,f.'u .f L j rJ
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT 4362 (SYtl//Up)
NAMES ON ACCOUNT
OR INVESTMENT Mrs lin 13&bich (lJilUlr.hter I LYO .
~';r;;,.~'~"-'\'"'".,-....'
,,
DE~~~~~~~°ci~~~VE:S~~~O,R,~)tev.~"~arHlig{)V
ADDRESS ,Box 121 rCin.l<9lyv1110 fa 1St);?
DATE OF DEATH r4ay l().'1970
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Mrs J;,~VQ l~abich----------------
ADDRESS Box 225 F1Mleyv111e p~15332
,I
TITLE
/<
1953
Signature
iJ'aughterRELATIONSHIPTODECEDENT.DATE DEPOSIT OR INVESTMEN:::T---------------
WAS ESTABLISHED tlecember 7,
BALANCE,INCLUDING INTERES~.~
DUE,AT DATE OF DEATH $_:~_'''''__'='''::::.~-!\1-~..;;..,3-3~,O~==-_~3._l_,_
>f ..>/.',".(".~.1·/G;$30,3/.~~1Y,?c2..
:J.-'-~..'.';/)'.c '-::..if!:7'7II)·c(j/~,.
.....;.