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Home My WebLink AboutOC1971-0004 - ESTATE OF KOSLOWSKI,,',i ~,,.. R CC-43 (5-65) COMMONW~ALTH OF PENNSYLVANIA,i IfJiftC£il\'fffTfIDEP~TMENT OF REVENUE r;{J,()ifIJ..ff~~~!u!"~ HARRISBURG J.-,,,,I.,L(C,:'aJJiIW,Cf: life 15 ''W "Iii J snfil'llJ J NOTE:TO BE SUBMITTED IN TRIPLICATE " Pennsylvania Department of Revenue _------~Bu~r~eOu.l.lI_;Q~£~CO'!l"~"\ty Collections 'IS 5.....:,Strco£I~,_.",..-~____H:rriz~"'9.7<J~sYlvania ~.c';''.~,;."":G) Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:' ADDRESS _ DATE OF DEATH DG_ceIlt_bo_r_,_7_,_1_<J7_0 _ SURVIVING DEPOSITOR,lU.obael 1.1.aOJloueld.BENEFICIARY OR INVESTOR _ DECEASED JOINT'DEPOSITOR,looophP.Ko&1cmokl VTRUSTEEORINVESTOR~_ 231 tIoddol1 AvenuoD Donora.Pa.,1S'()'3 NAME OF REPORTING '~Uo:a ltat1one1 Benk II truo'00.,DonoroOtticoFINANCIALINSTITUTION_ 501 McttOAD AVOl'lUO,Doncwa.Pa.1$0")ADDRESS _ ACCOUNT NO.OF JOINT,8trflnns 6192-01-2729.02TRUSTORINVESTMENTDEPOSIT--',_ NAMES ON ACCOUNT Jonopb .P.ltot4wek1 or taobAol 1I.ltoolotmtd.OR INVESTMENT _~--::=====...."",.,._===:===:--- / 2)1 \1ackb).1 AVGIlUQ.Donorn,Pa.:1$o"ADDRESS -=.::=--_.:...:-__~__~__--- RELATIONSHIP TO DECEDENT_Bro_,_t_tl'3_'•_ DATE DEPOSIT OR INVESTMENT Fobwal7 2)1966 WAS ESTABLISHED ', BALANCE,INCLUDING INTEREST60"6"-k ~(/ DUE AT DATE OF DEATH $~.'"2-:::..:Joj,IJ ~, Signature I~ti~TITLE Asot.f4gr. RCC-134 (1-69) COMMo.NWEA~TJ'l-OFPE~N'S-YLVANIA DEPARTMENT OF REVENUE ..BUREAU OF COUNTY COLLECTIONS rN~ERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:M;chile)I'f.KQ,zl[l.wk,~1_ 233 yfo?IgeJ J Ihrerme Date:~"......;::;D~e~cem~b~e~r~21.~'.....cl!l..CJ7~O:!..-_ County,_,1.1rsh-i ng±0n County File No.~-_ Bureau File No.----"~_3_-_-.:.....;;;_0-~~y_-_ We have received notice that,E=1i\J.lSmU6I;m:>a'eiJ,tKX)£4AX7··~\l;xnxxmXx!xx.xxXXXXXXXXXXXXXxxxx.xxxXXXXX on DecQ:m.bor 7 19...,..+0,YQlI cgme into ownership of certain property through ~~mfJl."XmDtmxx. ~ood'qoo~.;dfiL<nt~u~l.i~tK trancf'cr from JOSLIli P.KOZLOWSKi,deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth oJ Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tox due is imposed upon yOlJ,as transferee. The property on which tox is hereby assessed c;onsists of:.Jt,Sav:i.wrs ACCQunt limn #192-01-2729-02 beld jn the W:+LT.QN )1t,TIPtl8J',131iHJ{II'.TrtIB'l'CQ,uJ)QNOHA_m'FICI~i_l)OT\ImW,Fr.hr1\fr~TriTdnA,Tn tbe names of ,IOSj~PH P,,IIDZJ!QWSKl f 2IL MJDH.A~J.."1•.JOZi)"r:-;L<l Opened 2~2J..66 Bala.nce as or d.b'te o! deC)th,060~.63 • appraised by the Commonwealth,as of the date of death,at $H6Q3.63 50 %of this amount is taxabJe at the rate of .15 % QRIGINAL ASSESSMENT-~-.'.-..".."-AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above omollnt within three (3)months of the date of death of the decedent,or on or before _Merch 7 19 u::,zn you may dedlJct a discount of 5%of the qmount of tax dlle,or o This tax became delinql!ent,fifteen (15)months -after the date of death and,in addition to the tax,statutory interest at the rote of 6%of the tox per annum is also dlJe as of *~__~~~~ 19__in the amount oJ *If the tax is not paid by the above date additional interest is due at the rote of 6%per annum until paid $_.30].$?$--------- ASSESSED BY:__~~__-~------ -(Agent for the Commonwealth)APPRAISED BY: TOTAL AMOUNT DUE tu~.",.p-... (Inheritance Tax App/aiser) $$-================= 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: C:...UtiT HO _Sf WASHmCiTON,PENNA.15301 • If you have already paid this tax to an executor,administrator,attorney or other personal representativE1 of the decedent for forwarding to the Commonwealth,list below the date paid,name and address c..fthe pers..o~,to\"Johom you made payment,their official title and the amount.'.t; Date Paid Name and Address of Payee OfficiaL Title Amount Paid SS: / 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 thatyolJitemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debtsclaimed 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'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 01=:_ I,hereby certify that the foregoing i,s a just and true statement of funeral expenses and other debts of the decedent,,for which! 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 ony other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY'OF 19_. Si gnature 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 hove allowed deductions listed above in the total amount of $• Dote of Approval:_ ,Register of Wi lis llZSUm: Fonn RCC-2 -(.'k .........~~~~:r.:y......~.?....~.??..~....................COMMONWEALTH OF PENNSYLVANIA DATE DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..................~a.:.::>..~~!.J:~~??............................BURE~U OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•..........§~.:.7.~:~.................................................... Whereas..........................................J.Q.9.~.ph ..J?.•....Ko.zlQl'n;1ki.........................................late of .....................P.9.P.:9.r.~................................................................... in the County of ...................................................Was.hingt.an...............................................'"Commonwealth of Pennsylvania.having died on the ..........................................sev..enth.............................day of ................P~.c::~p.~.:r..................................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.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. I Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ Jt..Savinf's Account #lQ2-0l_272Q_02 hp.ln in t.hp MRT.T{)1IT TlTlI'PTIiTITJlT BANK &TRUST CO.DONORA OFFICE DONORA.PENNSYLVANIA.In the names of JOSEPH P.KOZLmVSKI OR !.fICHAEL I'l.KOZLOWSKI.Opened 2-23-66 • Ba.lance as of da.te of death $60i 6i 603 63 Total 603 63 .. . ..~ .. '. '..' .- "., c· II fonn~~:~bl:~~:~:.W~~~~~.~;~~~:~~iS~~~";F~~?~Appr8l8er ..:·.:::....:.:lU~~:~i~~e:t:)::::::..::.::.:.::..:::.:·.::......;~~:~.: vlashington County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....JOs.?ph P•....J\.Q~J9Wk~;i.. Deceased. Late of P9.:r:J,9.ra Date of Death,~?.-::.7..~7.9..,. Appraisement Docket Vol...,. Page,.No..??.-::.7~~4.. Filed in.Register's Office,..:~~.~?:.19 ..?.~ Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement, Appeal fyom Appraisement,. Entered and charged,., • -'''' i