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HomeMy WebLinkAboutOC1970-1110 - ESTATE OF SALAT.'0•.•", Oct 6 1970 RCC-43 (5-65) ".t3-7o -///0 /lEe//:"COMMONWEALTH OF PENNSYLVANIA t(ju"Blf/I(cjl'y£o DEPA:RTMENT OF REVENUE iN"C£i1.IfJIr)~ HARRISBURG .,f)Lttc~Dcr 8 "iOItS 4 l1.l~~'1 'IIV l/J J 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 ---'-_PIT__T_SB_UR_G_N_AT_I_ON_A_L_B_A_NK _ ADDRESS 6_S_o_ut_h_l-b_i_n_S_t_r_e_et_,_v,_!a_s_h_in_g_t_on_,_P&_"._"_15_3_0_1_ ACCOUNT NO.OF JOINT,Sav #203S91S TRUST OR INVESTMENT DEPOSIT _ NAMES ON ACCOUNT Stefan Salat...,or lJfrs~Maria Sa1at or OR INVESTMENT Mr:=:...=S..:..e=Ann:::::=e="=Ro=t==h~---.;;,.,"""_--.;.'--=' ?S Panorama.Drive,Washington,Fa.15301 sa Panorama.Drive,Washington,Pq•1.5301 #' ;Z j~j,./7 <&~%~ S-~Q~ DECEASED JOINT DEPOSITOR,Stefan 5alat :7'/TRUSTEE OR INVESTOR ~V~_ ADDRESS DATE OF DEATH S.-,;eP:...t_e_mb_"(;l_r_3:...0...:.,_1~9:-..:7_0 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Ma_r_i8._Ss.__la._t_or__Mr_s_e_Ann_e_Ro_""_t_h__ ADDRESS RELATIONSH IP TO DECEDENT W_i_fe_an_d_Da_ug_",,_ht_e..,...r _ DATE DEPOSIT OR INVESTMENTWASESTABLISHED A_pr_i_l_1_0_,_1_9_52__---..:--_ BALANCE,INCLUDING INTEREST ~c..~ DUE,AT DATE OF DEATH $.p_l_,5_1_3......1_3_----:;:,J-'--_::...-;;S;....o....1.;..L:.....J'-l:?:...-__ ~~~~ Signature TITLE PLATFORM Coordinator I I <i1-:J ~ .. RCC-134 (1-69) COMM·ONWEALTH OF PENNSYLVANIA "}DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:Octcber;U.1970 County WQ~Oft County File No ....3%-//7-L/ Bureau File No.&3 -2<2 --fLa ~;;;;;;:~cl~it~J~ Under the'lnheritanc~~lnd Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. , The property on which tax is hereby assessed consistso~:d"i$;~A.~UDt 12038918 beld 'n Tm;PXTTSItmG MATIOHAI;BANK,WASHINGTON OFFICE.WASHING');j PENNSYLVANIA.In the AMENDED ASSESSMENT 504.38 ;, $----=-1-:.5:::-:8=8~.-:-40'="'--'j In.oI'Yellt I J! DATE OF ASSESSMENT, TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death,at $_-""'1...,;,;J.Sl...·3~.....1...3!.....-_ 11.3 %of this amount is taxable at the rate of 6 %. ORIGINAL ASSESSMENT AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before D$CJ!lmher 30 19 yo 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 *_ -119__in the amount of--J - - - --:t.-Sl-- --- ASSESSED BY:_ *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:WJi (lJk~"-'t (Inheritance Ta-Appraiser) $ Inlol.ent $-================ (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.Mai I or bri ng it to: AGENT fO{i THE COMMONWEALTH COURT HOUSE WASHINGTON,PENNA.-15301 -. If you have already paid this tax to an executor,administrator;-'attorliey 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. SCHEDULE OF DEBTSI'\_~D •J I....Name".Qf P,.gy:~eA ....Descti.itiOl1 of Obligation Amli\un~igid..A...1----::••__.....vv......v ....-....,.................-,.-. _. TOTAL $ 1.,'58.40 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANI'A) COUNTY OE _ 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__. 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 $11 Date of Approval:_ Register of Wi lis IL-~_ Fonn RCC-2 D.Ei'ARTMENT OF REVENUE BhEAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATEd{t:l.c..m..ir....e.......t::."J /,f.2a.. COUNTY ~~~.~..~.~.~.~.~..?.~. FILE NO•.....f.d:..=29...>(CL.,Q . Whereas,~..~.~.f.~.P.:§.~J.~t late of ~~..~.~.~.~.~.~.?~. in the County of jv..a.s.h.i.ng:t.Q.P..Commonwealth of Pennsylvania,having died on the 3.0 th ,day of ~.~.p.t..~.mb.~.r.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.~.......G.h.~n.~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 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: .T~S:nri nQ'~Account #2038918 held in the PITTSBURGH NATIONAL BANK.ivASHINGTON OFFICE,ivASHINGTON, PENNSYLVANIA.In the names of STEFAN SALAT or MRS. ~fARIA SALAT or MRS.ANNE ROTH.Balance as of date nf c1 p.::I.t:h $1 513.13.(One third taxable)504 38 I Total 504 38 ) -.. "INSOLVENT form~~v:fh 7.:::l:h~w<>rll&ding~~~,~:;~~§?:e~;i'~l~~K Appra,. (!22.;,:.~~;~~~~'l,~:::.. -- - \vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of STEFAN SALAT Deceased. Late of lvASHINGTON Date of Death,....§.~.P:t:..~.~p..~.r.~.9...L ..+..~.7.9.... Appraisemel!t Docket Vol.,. Page,No.Q~.2q ~///.Q. Filed in Register's Office,A4I../...;i;.J9 2.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received,. Examined and Approved,. Wrote abo,ut Appraisement, Appeal ft-om Appraisement,:. Entered and charged,. , .\ •