The URL can be used to link to this page

Home My WebLink AboutOC1971-0074 - ESTATE OF POPLAVA• RCC-43 (5-65) ('.--.~3-7/~7 cf J COMMONW~ALTH OF PENNSYLVANIA RECEIVED DEPARTMENT OF REVENUE COUNf~~EAU or HARRISBURG l-OLLE::crrONS JAN 8 4 01 PH 7/ 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 McDowell National Bank /' ADDRESS Avella,Pennsylvania DATE OF DEATH January 5,1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Louis Boplava----..;:;....-.------------- ·DECEASED JOINT DEPOSITOR,1==.. TRUSTEE OR INVESTOR __An_n_a_P_o......p_la_v_a_.......~~_ ADDRESS :East State At Chestnut;Sharon,Pennsylva.niB. ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT=.....""-.---.;;;2.;;;.15.;....;7..;;..0__-'--_ ·NAMES ON ACCOUNT ·OR INVESTMENT AnnaPople.va and Louis Poplava ADDRESS 43 School Street,Sharpsville,PennsYlvania /~/SO TITLE RELATIONSHIP TO DECEDENT son-----------------DATE DEPOSIT OR INVESTMENTWASESTABLISHED__J_u.....:1Y::--l_94_5 _ BALANCE,INCLUDING INTEREST I DUE,AT DATE OF DEATH $699.85 /i.:.3L/f,..9f"1 / t!fI&~1 JfJ,yJ ~:</,~ S70 ~=-j,tJj RCC-.134 (\-69) COMMONWEALTH OF PENNSYLVANIA ..DEPARTMENT OF REVENUE ~UREAU OF COl,lNTY COLLECTIONS INHERITANCE TAX DIVISION -'- •r·;:. OFFICIA.t.NOncE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:,..-.I.lI.L.Io.I.OI,LLII.....SoL,..-LB~Qu.,.P"""'LAIQ..,.L.YA~.-,--.,,,.,.....,,,......,........,....,..,.".....,..._...-..........,.,,... .43.SCHQOL §IREE'r .. Date:_-..o.IJ:..IlaloJ..nuUlau.ry--3-....1....S4,~1.....9u7....1~_ Coun ty ~.._.,.!J'iUi<asu.hA.oli....n~giif.itlo.lobLln......--_ 16150SHARPSVILLE,PENNSYLVA~IA ...County File No..".--__ Bureau File No.~z -7/-7/ We h~ve received notice that~~X;X;~;X~X~~~X;X;XX;X;X~X~X~X;X~X~X~X~X~X~X~X~X~X~X~X~X~X~X~X~X~X~X~X,X~on Ja,nuary 5,19.71,you Came into ownership o~c;ertQin property through rl ~.tranferfrom,ANNA POPLAVA,decease • Under the Inheritance and Estate Tax Laws Qf the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. ..10 The property on which tox is hereby assessed consists of:.Jt .Bink Account,held in the ~))O\fflLLNATION.A.~,lJ.ANI(,~HAR~N OFFICE,S~A~ON,·r.ENNSYLVANIA.In the names of ANNAPOP;LAVAaIui LOUIS P9P:r,AVA.Opened,7-1945.Balance asoof date of death,$uw6....9:..o9'-&.......8"""5.....~...,..,.....,..,..,.....,....."..".-----_---__-_ apprai sed by the Commonweal th,as of the date of death,at $699.85 50 %of this amount is taxable ot the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMOO DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXAaLE AMOUNT $349.93 $-~------ AMOUNT OF TAX DUE 21.00 D If you pay the above amount within three (3)months .of the dote of death of the decedent,or on or . before .AprilS ..1971 ..you may deduct a .discount ·of 5%of the amount of t'ax due,or o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,$totutory interest at the rate of 6%of the tax per annum is olso due as of *---C:-~~- 19_._in the amount of --~---~-....,....-- *If the tax is not paid by the above date Qdditional interest is due at the rate of 6%per annum until poid TOTAL AMOUNT DUE $21.00 $================= APPRAISED By,C2:LL~~-ASSESSED BY,_~---~-------- .(Inheritance Tax Approiser)(Agent for the Commonwealth) IONS TO TAXPAYERS Make checks or money orders payable to: ~.""/y )"-r-- /~_~r{/77/ ;;f!?,//f/>-?vyC;Cy To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: AGENT Hin THE CO~n1ONWEAl fH COURT HOUSEWASHlj'JGTOr~,PEt!rJA.15301 -------------~---- 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)a'i~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 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 that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examinethe d.ebts 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 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 Date Paid Nome 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 il?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 10 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 Si gnature 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 $__-,'_Q Date of Approval:_ Register of Wills Fonn RCC-2 DEPARTMENT OF REVENUE,. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA.....;.... RESIDENT INHERITANCE TAX APPRAISEMENT DATE J...~.~~.~.r..Y 7..1..t J.~.?..!.. COUNTY ~~..~.~.~.~.g.~.?.!!. FILE NO...§..3..~..7.l.=.7.4 . Whereas..A.n..ng,p..Q.p.l..g,Y..~late of A.Y..~+..+.~. in the County of w.~.~.h.~.P.:g.~.2.P.:Commonwealth of Pennsylvania.having died on the 5 th day of J..a.,nu.a..:r.y 19.71 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...W..A..R.C.h.a.ne.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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ JT.HElD: Jt.Bank Account.held in the McDowell National Bank,Sharon Office,Sharon,Pennsylvania.In the names of Anna Poplava and Louis Popil.ava.Opened, 7-1945.Balance as of date of death,$699.85. (One half taxable)....349 93 .' -,-to " .,' ,Total 349 93 . , "~ fonn~;v~~hbl:~::l:h~w~~~~~:~;o~e~~:;~b~":~me~tis~~~./7 Appra .......................................................~......................................................... ~/~L..(NU.~;::~~r~~..).........................Penna. ~-= \iASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA POPLAVA Deceased. Late of AVELLA Date of Death January 5,1971J••••••••••••••••••••••.•••••••••••••••.••.•••••••••••••••••••••••••••••••••••••••.•• Appraisemel!t Docket Vol.,, Page,No.63-71-74...... Filed in Register's Ofjice,J.a.n .•......2.1.,19 71 Amount of tax due,$;. DEPARTMENT OF REVENUE Receive.d, Examined amj Approved,. Wrote abo.ut Appraisement,.. Appeal j1'om Appraisement,. Entered and charged,.. • ./1 \ to