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HomeMy WebLinkAboutOC1970-1186 - ESTATE OF ROSTOSKYTO:---:;R..;.::;;I~OHA;.;;;;...;;,;;..RJ);;;:;.·....,.;.R.;".;OS-..T;;;...I,~......S....KY.....·.__-....._ BOX 272,MAI1~STREET ,.'..••' .'.'.-r.,..' 1506' .,,_/t ~~.:,;...: OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND AsseSSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION NEW EAOti.Pl~NNSnVANIA Date:..NO"elllller,9 L 1910, County.Waahington County File No,J y-/~-!.-'! Bureau F ite No.&3-ZtJ -/1.8(:,. ·We have received noticl~thatXmIXXXXXXXxxmm on October 1619lL,you came into oWriership of certain property through~~ Dllmall_:OIMB.ttatUttet·trom"ANN ROSTOSKY.d.eea'.~.,, ROC-134,},"t!i) COMMONWEALTH OF PENNSYLVMlIA .,~, DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance arid 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.H~ld ,Savlbg,,4cCOUltt#31?63.htl.d itl ,che ,WESTERN.PENNSYLVANIA NATIONAL BANK t~10NONGA.HEJ,AOFrICE i ~ONON(lA.J.A, PENNSl'LVJ\NIA..In.thena.<t.QfRICHARlLor ~ItO$TOSt{!'.(lpene.,1.~..24~62. Bal,.n~ea.,·of date'~f:,d...th,$1,062.93., appraised by theCommonweCilth,as of the date 01 death,dt $.ltO.62~.g3 $0 .%of this amount is taxable at the rate of .6 ....% ORIGINAL ASSESSMENT AMENDED ASSESSMEij! DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMO~NT AMOUNT OF TAX DUE o If you pay the above nmount within three (3)months of the dote,of death ohhe dec:edent,or on 'or'.. before Jan•.16 _19 .10 ,you may deduct (l discount of 5%of the amount of tax due,or 1.59---_......_---------_...........-----..........- /I;\ o This tax became delinquent,fifteen (15)months after the date of deaith and,in addition to the tax,statutory interest af the rate of 6%of the tax per annum is alsl;)due as of *_~~~~ 19__·..in the amount of ASSESSED BY:_,_"~~~~~_~_~~.._.",,,,=,-,-_,._..........-=--~ (Agent for the Commonwealth) $-==:::::::=::==..:::..::..:;;:._.=.=====$ *1£the tax is not paidl by the above date additional interest is due at thl~rate of 6%per annum until poid TOTAL AMOUNT DUE APPRAISED BY'a..:...~4----i~~~~'4_ (Inheritance To INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: yt/cu./.,<Y-3OJ 0 ~.~/5~70 %.#'~/;(Y5/':<" 7fYY\ To insure proper cred it to your aCCourit this Official Notice must accompcmy your paymerit.Mai I or bring it to: At.EI''4T i (L;HIE Cori1n.'ON~·!· COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to an executor,admir.tistrator,attorney or other personal representativy{the, decedent for forwarding to the Commonwealth,list below,th-e date paid,name and addre.ss of .the personto'whOOl you made payment,their official title and the amount. Date Paid Name and Address of Payee Official T~'..'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 i~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,Clnd 2 -You actually paid these debts out of the account or property described above andean furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an execlitor,administrator or other personal representative of the decedent handling the a.dministration of the general estate of the decedent or any other transferee.', SCHEDULE OF DEBTS Dote Paid Nome of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) 5S: COUNTY O~_ I,hereby certify that the foregoing is a just and true statem~nt of funeral expenses and other debts of the decedent,_ ,for which I was legally responsible and which I did pay out of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will hot 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:_ RCC-43 (4-69) COMMONWEALTH.()F PENNSYLVANI~!Jt~Ct:IYtD ~J -70 -1/9'1: DEPARTMENT OF REVENUE ~IJU~lrr ifff',!.'OL-V HARRISBURG -"t..t"I'rn-c..fONSucr21 Oct.16..1970 9 ]9 ~H 70 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th StreE~t Harrisburg,Plmnsylvania Dear Sir: Pursual1t to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Westem Penna.Nat'l Bank ADDRESS Fourth 8:Main St.,J.fonongahela..Pa.15063 ~~~~~~~~::V~~T~~I~J'DEPOSIT Savings Aecount #31763 NAMES ON ACCOUNT OR INVESTMENT Richard or Anna Rostosky DE~~~~~~~~O~~~~VE~~~~O_R_'_Ann_a_R_os_t_oS_ky _ ADDRESS Box 272 ,:f.1a1n St.,New Eagle,Pa.,15067,Wash./AND COUNTY .... DATE OF DE:ATH tlrJwwmzw ?O~T""fL-i'114 7 SURVIVING DEPOSITOR,. BENEFICIARY OR INVESTOR Richa3Nl Rostosky \ ADDRESS RELATIONSlilP TO DECEDENT_~_So_n _ DATE DEPOSIT OR INVESTMENT .r WAS ESTABLISHED Dece 24,1962---~--------------BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $......1,~06_2_·•..;..93::;;...·_ S ..3/.~7 ('ii)?%-=JI if S%/J~/-/b-/,/;-/s-,Y _C\~\~--...I=:"'='--_~re ."TITLE Assistant Manager F'~rm Rec:-2••I..co_.P..~.~.~1:>.~~......7..~......~.??.~..................I 7"\-.......COMMONWEALTH OF PENNSYLVANIA DATE.. DEPARTMENT OF REVENUI:RESIDENT INHERITANCE TAX .....}~~.~.~.J.:.!.:l.g~.~~.....................................BUREAU OF COUNTY COLLECTlONS COUNTY HARRISBURG.PENNA.171:~7 APPRAISEMENT FILE NO..........§?::.7.9.:~.~.??..................................... Whereas,....................................!!:DP.....g.9.~.9..~.~...........................................................................late of ....................~.~.~...~.~~~.~............................................................ in the County of .........................~:!.1?,9..b..t.ngt..9.n ............................................................................Commonwealth of Pennsylvania,having died on the .........................................It>.t..h.........................................day of ........................Q.~.~??~.r.:..............................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~'l.R•CHANEY 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 $ .TT.HELD SAVINGS ACCOUNT #11761 HELD IN THE vvESTERN PENNSYLVANIA NATIONAL BANK,HONONGAHELA OFFICE,MONONGAHELA,PENNSYLV.AN IA •IN THE NAMES OF RICHARD OR ANNA ROSTOSKY.oPF~N'l!-:'D,12-24-62.BALANCE AS OF DA'E OF DEATH,$1,062.93 1,062 93 I -'",.r ,., " ,., -..' I I form~;V:fhb::::~:.W~~~a~o~~~~~~PI>raise~e~tis~a~el~ZQ. ............£0 ......,......~~7······························~k·.··..·.......Appraiser,................................................................................................................................................................ ········R.£!~mZ~~t.)..................................,Penna. I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANN ROSTOSKY Deceased. Late of EAGLE Date of Death,'O.ct.Qb.er 16.,19.70 . Appraisement Docket Vol.,. Page,.............................................No...:......6,3."7(),,.,,1l86... Filed in Register's Office,yf!?..•.?19.79 . Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged,.... .' I .'