HomeMy WebLinkAboutOC1971-0110 - ESTATE OF FOULK;
Funn RCC-I •..
BUREAU OF COUNTY COLLECTIONS
IlABRI8BURG.PENNA.17127
DATE February.I.,...1971 .
COUNTY Vla.$h:ing~9l.'l............................
.'~
....
DEPARTMENT OF REliENUl!~
COMMONWEALTH OF PENNSYLVA;.~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT FILE NO.63-71-110
Whereas,NRS.JIlARY F.()ULK late of ~~g~~.T..s.T.q~~~..
in the County of .1'lASHI~:GTON..............Commonwealth of Pennsylvania,having died on
the f.irst.....day of Nqvember 19.71.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.1\~~E.p.~9.~~...........,an appraiser duly appointed according to law,
having been designatea 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 explraUon 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.
Ouerlptlon of Aillt Unit
Vllull
•
Apprll","lnt
Mid.for Inh.rltlllCl
Tn "ur~...
J Bank Account held in the LINCOLN E ~ruTUAL SAVINGS BAN
BRIDGEVILLE OFF ICE BRIDGEVILLE PENNSYLVANIA.In the names of MRS.
MARY FOULK OR INA F.R02}lliS.Opened 7-2~61.Balance as of date of
death $5,000.00.
Total
"....
/ _ )(llumber and StTfet)U-/1J....A.-/U-.11J~,G(P~OtB~1 '"....,Penna.
.",.,,-......COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
t-i-7/-lie
RECEIVED
BUREAU OF
COUNTY COLLECTIONS
Il (1 '
)
RCC-43 (4-69)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harri.sburg,Pennsylvania
,I.
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
)Dear Sir:
i
NAME OF REPORTING
FINANCIAL INSTITUTION Lincoln ~1(ll;uul ;..jaYlngs Tmrrlt
ADDRESS Croat !30U'thJI'fi Chz;.,.er::i :iO:l t;
ACCOUNT NO.OF JOINT,t ~t
TRUST OR INVESTMENT DEPOSIT_...;,3~-Ill"IOt--~2 ....11'+l~O".J----------
NAMES ON ACCOUNT
OR INVESTMENT Mra.Ile.ry pou]k or
c::
Ina R.!tOZl;)ua
In8 ••Soa ••·
ADDRESS 7,6 :;Hlit'''ker .ve....ue B tol..t.__--:!.~~~~n.~=.:!:.....!.J~\Uuu~l.t!.4•........J;wuu..:t'~f~;UQ.Jt.Ji.lt.fi.fiL.a:QttLtll.!l......Jlt.::.!~al..•.....--...Jl~51{Ol-'2~J_
RELATIONSHIP TO DECEDENT Dau;:;hterDATEDEPOSITORINVESTMEN'::T--=.::::.::I.::l=.:::..::::..=-----------
WAS ESTABLISHED July 20,1961
BALANCE,INCLUDING INTEREST I '#
DUE,AT DATE OF DEATH $5,000.00 /'f.~),5"oO,1}-O
VI
~~/)i ;),S-O/),~-
s-1o~.~Signature
Hend.Toller
TITLE
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
~c-134 (\-69)
f'.M~NWEALTH OF PEN"iSYLV~NtA
"DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
......
TO:INA F.ROZMVSq ,
36 HHITAKER AVENUE
Date:__--=-Ja::.;n:..:..u::.:a::.::ry~....:::1~5:..J.,-=.19::!..7.!...oll!L.-_
County t.,.....:a..:.:.s.::h=i.:.:nJiiilg~t.::.on::__
DURGETTSTOlffl •PENNSYLVANIA 15021 County File No._
Bureau File No.?3-2,/-//cf
We have received notice that,~~~~~~XXt'{Xx.'{XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on .November 1 19.1.Q..,you came into ownership of certain property through ~~~~
~&K~~~J»~~lX transfer from,1fitS.~u\RY FOULK,deceased.
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.
The property on which tax is hereby assessed consists of:Ja.Dank Account.#3-9-2140,held
in the LINCOLN ~ItJTUAL SIVINGS nANK,BlUDGEVILLE OFFICE.BRIDGEVILLE,
PENNSYLVAt\TJ:A.In the names ~iRS.HAHY FOULD or INA F.ROZHUS.Opened,7-29=61
nalance as of date of death.$5,000.00.
appraised by the Commonwealth,as of the date of death,at $5,000.00
50 %of this amount is taxoble at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the datFof deo.th of the decedent,or on or
before eb..l 19 71 you may deduct a
discount of 5%of the amount of tax due,or
t •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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per cnnum until
paid
TOTAL AMOUNT DUE $
$_...::.2.L..,9::..0:...;0;..:.•....::.0...:.,0__
150.00
7.50-----------..\
----------
150.00
$--------
-----------
------------
$=============
APPRAISED BY:__~~~~~~~_
(Inheritance TOx Appraiser)
ASSESSED BY:_
(Agent for the Commonwea Ith)
INSTRUCTIONS TO TAXPAYERS
IL_
Make checks or money orders payable to:
~~-'K/9".,7 ..r0
y~c?~/.7//
g 7'//9'/.;'9"6',9/
----------_.._-----
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
If you have already paid this tax to an executor,administratot,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list belo"w the date paid,name and add}e,ss of.the person to wh"O"i__..
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 DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
..•,.
TOTAL $
(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 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 $•
Date of Approval:_
Register of Wills
~.........~.11'111"",~p~...~."~~.
J
.#.":-i
(;~.,
~f.
~'i-
t,
Washing~ton'~...Coullty
RESIDENT INHERITANCE TAX APPRAISEMENT
If
,6
Estate of
MRS.MARY FOULK
Deceased.
Late of
BURGETTSTOWN.
Datc of Dcatlz,ll~l~.7.0...
Appraisellll'/!t Docket Vol.,.
Page,No.....63 7l""llO ..
..................................................................................
Filed in Register's Office,F·eb·~·..1:197:1:-.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,~
.....................~..
..........................................................
i··~
k.
I
ttt·
..j
.,,~
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f"o,"Appraisement,..
Entered mtd charged,..
R CC-43 (5-65)
·~.
COMMONWEALTH OF PENt4§~L.~ANIADEPARTMENJog~J~I;:V:Et:4Qt:
HARRISBURGt..OL '::OHs
Nov S 4B2 PH '70
t'J-J/-//O 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,Penn~ylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION Kellon lIot1on.l Dank Jb tWA'CampeOJ'
ADDRESS KeSo !J Mc~Qre ate•.,BUJtg"ttetoMQ.Pa.15021
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT SavIna'-6)·l984~.19;_.OliMlf&oatelBOO963
NAMES ON ACCOUNT .
OR INVESTMENT SD"iDIO -!!N.Mal"POl)Ut ott Irl.P e nom..
Sqse ConltlcQt.•the 'e ~.0.,8ft.Ihit'tJ 'oulk
DECEASED JOINT DEPOSITOR,I Kf
TRUSTEE OR INVESTOR .pa....Po~1c (p VI/),U
ADD~SIlbl!lIk'~AumIt,nvae.'.lowIl.Pa.15021 f,j jo-r
DATE OF DEATH ._O'IOab.1,1910
SURVIVING DEPOSITOR,..
BENEFICIARY OR INVESTOR -......t.loI,I.......2-=-+-,--lIB;u,o,q:.mm~...----------
ADDRESS )6 Whit.lrer AvlllUj,Bvsatt.'OVl.r,.15021.
RELATIONSHIP TO DECEDENT_....M_ot.l&lh_eiUl.~_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED lav'-a;ee •3-2;-66.a.e"08".·7-19-66
BALANCE,INCLUDING INTEREST .
DUE,AT DATE OF DEATH $S.ytn".'-6QSO.oo.sqe.can•••"000.00 )
J /.('2050 .00
..,%;.'1/~Sc<S:60 Q t%~JJISO -1;£:..t :Ii I J t
.~",\r Sigf~ahAe'",_.I I r .TITLE
S/a ;(J~.c<,/.,?/,:/3..s-7 j
BURGETTSTOWN t PENNSYLVANIA 15021
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:INA F.ROZUUS
26 WHITAKER AVENUE
Date:No'Vember 12,1970
County Wa8hington
County File No._
Bureau File No ..hJ-2/-//0
~e have received notice that,~~~~~~
on November 1 ..19-.10,you came into ownership of certain property through right of survivorship,which
J.~ommx transfer from,MM.MARY FOULK,·deteaaed.
RCC-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURE,aJ OF COUNTY ,cCk.LECTIONS
•"INHERITANCE TAX DIVISION
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.
The property on which tax is hereby assessed consists of:(1)Jt."Savings Acct.#63-19845,(2)
Jt.Sayinal I11III1 Certificate ##00963.hld.in the MELLON NATIONAL BANK &
TRUST CO-••BURGETTSTOWN OFFICE,BURGETTSTOWN,PENNA.In the names of (1)
MRS.MARY FOULK'elr INA F.ROZMUS (2)INA F.ROZMUS or MRS.MARY FOULDK.Openec
Balance a8 of date of death 1)$6 050.00 and
9.0S0.00
AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$4f525.00----=------$--------
AMOUNT OF TAX DUE 271.50
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Feb.1.19 71 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*_
19__in the amount of
$-=================
(Agent for the Commonwealth)
$
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
APPR AISED BY:~L:.--A,---~4...d.~~!...-
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~4i'o(lS;?Y3
YC<-.<--.epJ?/77/
g //#/<:?s/'C y/
To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
A(jEr~i'."0;..TI~E ._DI.1M-.;N.~~A~.rH
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administrator,att~rnl\Y 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.'
j'•.-,..
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circu.mstances,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 wi II then be recomputed and you wi II 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 DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(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 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
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 $•
Date of Approval:_
Register ;f Wills
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
BAaBI8BURG.PENNA.I 712 7
,••'U......·.,."r'
"
Funn ReG,2
~...,..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
1
DATE ..Xe.bt.uary l~l.97.l .
COUNTY W.~1~.ht.ngt.Q.n.._._.
FILE NO 2.?=.7.~.:g..9..___.._ .
DelOrlplion of AlHt
~~,
Whereas..MRS MARY F'OU.~late of J?URG-:w.fT$TO:WN .
in the County of WASHING.TON................................................Commonwealth of Pennsylvania.havini died on
the .f..¥.!?t.day of N.9.YE3,!!\1:>r!.·,.19...79 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I..ALFRED T.'OS..l an appraiser duly appointed according to law,
haying 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 as"eaa transfer
Inheritance taxes at the lawful collateral rate on any such future Interest.
_:========================;:===W====:::::::I=-I
Ap.,al_t .,Ii
Ihde for InllerttMM .~
rlX Pur~J
•
Jt Savi s Acct.#6 -19845 (2)Jt.Savings Certificate
00 6 held in the MELLON JOll NATIONAL BANK &TRlBT CO.,
BURGETTSTOWN OFFICE BURGETTST01-m PENNSYLVANIA.In the names of
(1)MRS.MARY FOULK OR n~A F.ROZMUS (2)INA F.ROZMUS OR MRS.MARY
FOULK.(1 -22-66 (2)7-19-66.Balance as of date of
~death (1)6 050.00 and (2)$3,000.00.
Total
050 00
9 050 00
1-.------------------------------f-----fIr-----+--
Having been duly sworn according to law,I do hereby c~rtify that the above appraisement is made in eon-
tonnity with law on this ~...day of ~~~-iE :~:~;..~19 .;2L:
'..~~..·7~l:..·.~~..
Appn_.............:..:::·LJ&i:1~::;.s:z~·,.~.·.·..:.·.··:.·.·.·::·::;::~
(Po.tr/0fIIeeI
.~--~
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
"
Of,lvASHING.TON County
...
i
MRS.HARY .FOULK .
Deceased.
Late of
...BURGETTSTmVN .\........,.
Date of Death,U.~;J,,~7Q .
Appraisc/llc/!t Docket Vol...-oIIlI¥.....,,'lio.
Page,.......No..63.,...7l~ll.O .
....................................................................................
~.
"
Filed in Register's Office,¥..E:lP.!J 19.7~..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
.............................................-.
Examined and Approved,.
Wrote abOoUt Appraisement.
Appeal f,.om Appraisement,_.
•
•
Entered and charged,..............................................................)'
".",.
-,.
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:
1-28-11
t.3 -;J/--/10
j
.Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING .
FINANCIAL INSTITUTION lI_l1on National Bank -'Trust Companr
ADDRESS Main &McOlurt6 Wt8.',Burgettatown,PI.15021
ACCOUNT NO.OF JOINT,....
TRUST OR INVESTMENT DEPOSIT 8.'8.Cort,,E34830 as 140106
NAMES ON ACCOUNT
OR INVESTMENT Ma~l POulk or William Bo4iers
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR --=Ma=rJ~F~o=u1=·=JI:..-_
ADDREss36 Whitaker Avenut,Bupgettstown.,Pa.1,021
DATE OF DEATH lfovember 1.1970
SURVIVING DEPOSITOR,.-
BENEFICIARY OR INVESTOR Wi..;.;:.;;;;.;1;;:.;;;1;;.:;t;.:.;8.;::Ja:.-R_o:;..:da:.z.;:o.=..l'=..8 _
,
ADDRESS 36 Whitaker Ave ••Burgett.town Pa,1~21I
RELATIONSHIP TO DECEDENT_~BL:roll'.t~b~e:Ulr"--_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED 11-6.61 and 11-6-69 l'OapootS.vB11
BALANCE,INCLUDING INTEREST .
DUE,AT DATE OF DEATH $1,000·and 1,000
.
RCC-1~(\-691"
CO~MON"(¥EALTt-tOF PE ..NSnVA'NIA
DEPARTMENT OF REVENUErBUREAUOFCOUNTYCOLLECTIONS
INHERITANCE TAX DIVISION
\
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:!'lITT 111M ROjlCj,",S
36 i'iHITAlili.11 AVL.HUE
miBGNi'Ts70UN,PEN1YSYLV!\~iIA 15021
Date:__..........Ii''"'''cbl%lI"lI....l.lo:OV''.iooI.'ry.......1.I8'.#-,_J.l..W,4l.,olJIo..-_
County __-,lw'i.r~\S,/"l,t.:.:.:T.LlIiXG:l.L.l..Tlo.I:otLJ.i _
County File No._
Bureau File No._..:::&=3=---~,Z~/'---...../:..L'I_O~-
We have received notice that;oiKYQ'{YevG'ui~"(J~~J:!X:~.tOCr.:;r¥u:<.v"J':.'rvv,::XXXVVYVyyv'{YYYXXTXXXXXXXXXXXXX}(
on r;oyembcr 1 192Q..,you came into ownership of certain property throughXiijjlifUS.fC.S([m~@"ll~
]C~sxRauo:ul~~ea::e:iix.t're.nsfcr from l{iRY FOULK,Decea~·cd.
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.
The property on which tax is hereby assessed consists of:Jt.Savin's Certificate 6'331+830 &J),c706
held in 'i'Jk:HELLON NA'l'IOIjAL B:,NK &'l'J.UST Cm.IPi.IJY,BUHG~'l"rsrrO\'m OFI"IC.I::,BURGET1.'STOi-;1I,PbNNSYIJDI
VANJr,.In tlw nAmer,of I;!.LY ..aUlli Q;;.~,WILLlilN }~dDG!';Pfi.Opened (1)liFJMr30 J )-6...67 pnd (2)
#I4QQ06.Dal~Qe ~s of d~te or depth,(J)~l,OOO pnrl (2)$1,000.
appraised by the Commonwealth,as of the date of death,at $_
(1)-50%(2)JC!;of this amount is taxable at the rate of J5 %
100%ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT $1,500.00
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSMENT
$--------
ASSESSED BY:_
(Agent for the Commonwealth)
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 19 you may deduct a
discount of 5%of the amount of tax due,or
D 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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
APPRAISED BY:...I,-,-":::":",::~~-~-r-/_-,,,,,::/--<-=.=..--
ritance Tax Appraiser)
$
225.00
225.00 $=================
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~g o1'c1sz>o
~~;:/f7/
g ~/l/~/tf/~
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
1?~/I IU{V&".l,-.',.'l"'........,......
~....,..:L t ,COu .,.;WASHI"RT flOwS".I.I.'.~GTCU,PENNA C
.15301
•
If you have already paid this tax to an executor,administrator,attorney or other personal representati"\ie of t'he
decedent for forward ing to the Commonwealth,Iist below the date pa id,name and address-of t~e perston to'i;,thoi'fl
you made payment,their official title and the amount.~
Date Paid Name and Address of Payee Official Title Amount Paid
l
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 DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
..
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY Of _
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__
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 $"
Date of Approval:_
Register of Wi lis
Form RCC-2
J1EPARTMENT OF REVENUE
~'BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~:r::.~~??.~rJ...~.
COUNTY W.~.9..h.;bpg~g.~.
FILE NO §~:?~:~~.?_.
Mar Foulk BurgettstownWhereas,'Y.late of .
in the County of W.~§.h.~gt.Q.n Commonwealth of Pennsylvania,having died on
the f.g.~.t.day of N.9.y~~l>.~~19 7.9...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~9~~~,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 AppraisementDescriptionofAnetValuesMadeforInheritance
Tax Purpoles
$
Jt.Saviruzs Certificate #E3L.830 all 140706 held in the MELIDN N ATIONAJ
B ANK &TRUST COMPANY.BURGETTSTO~JN OFFICE.BURGETTSTOWN,PENNSYLVAN ~
In the names of MARY FODLD OR \VILLIAM RODGERS.Opened (1)#E34830 «
11 _h_{.t7 R,(?):/JTJ.rrmh 11_h_hQ HA1::ml'p.A.g of nA-t.e of death
(1)$1,000 &(2)$1.000.2,000 00
Having been duly sworn according tl?law,I do h~reby certify that the above appraisement is made in con-
formity with law on this ...............~....day of ....................~...........................................................................~
.....................................................~..~..................
Appraiser
............................................................................•......•.•...•.•.....'1"...............................................................
U/~...............................................··················i"i~~~i···m~e)"...................................,Penna.
..............................WASHIN...GT.0N.................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.................MAR.Y.f.QVLP.jj~~~~;~;i:
Late of
BURGETTSTOWN
Date of Death,U~~~7.Q..
Appraisemel!t Docket Vol.,.
Page,................................................No...........63~7l~l1O'.....
Filed in Register's Office,~~.~h 9..19..7.+...
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.lIt A ppra.isement,.
Appeal f,.om Appraisement,..
Entered and charged .
,)
."
..1
OF:FICE OF THE REGISTER OF WILLS
,_._-~,.._,,-~~-,---..,-----------------,,-..-------.-----~-~-~--
Form No,RCC·62 (7·69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.19616EFFECTIVEJANUARY1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)/3,~._.(f)'-7/-//
.;...'.
~/*
County of .W~~p.i.nJ~~<?~.
~?~.~~~~~'of .??~~~~~77'.~;,.e.~~~'..~';1~~~.t.t.~~~~~.~~:~~921
(Narne)(Addrell8)
being duly_._..~~~~,according to law,deposes and says thatShe is the sunziv.ing...i.aint..tenant _ .,•(Exec..~dm..Legattt.Etc,)
of the estate of__.:t1?.~.Y...~m.lQV.bKm.m m whose last residence was mJ_6..__Whit.~ke-J::__Aye-nue-_)...__.__....
(No.)(Street
.~_l,1J'.K~JJ.~.~.C?~2...~_~_!J?.9.?J_.,deceased,and that the whole of the estate of said decedent,who died ...~?.y.~~~~!._-~-,.--~~70
(CitY.Borough or Township)(Date)
'0nsisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS...
Real Estate Estimated
NONE Value
Personal Property
NONE
-
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death,Such letters must be signed by a responsible officer of the financial
I institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
'
I account at the date of death and the type of account I account number and the exact name or names inLwhichtheaccountisregistered,
-1
I
I
j
Jointly Held Property....
Estimated
Value-_
'-"'".All ·tha.t ·certain .lot D.£'.round situate .in the.Borou etts·town
washington-.County.,~ennsy1vaniaknown-as.36.Whitaker
Mary F.olk -owner..Q..f ..~..in.terest,undivided·Ina Rozmus and Jose h Rozmus owners
of ~interest,undivided.
Value of ~interest 4 500.00
1965 Chevrolet Chevelle Sedan Value af ~interest 150.00
$4,650.00
Transfers within TWO YEARS Prior to Death
NONE
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT R~NTED!\.SATE DE?9S~TI30X
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF-.~.'.•__••t ,•~_ •
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
•Mellon National Bank and ~rust Company Mary Folk and Ina Rozmus Daughter
BENEFICIARIES
nt
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
.~_.....'... ....forth this fact.)DECEDENT
Joseph Rozmus and Ina Rozmus,...
his wife Daughter Yes Surviving joint tena
.
-
'.RESIJ),tNT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
,ijQ;E'List first 'fiv~ite~s in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paidLeeFuneralHome
"':-:pEBT O~"<;LAIM NATURE OF SAME AMOUNT THIS COLUMN.----------'-...:::..::..=..;=--=~==-=-------~--------':.....c.---=-----'-'--------,------"--O---r-ioiKEGISTER0NLY
$1,530.00 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(~)See Note below
Sarah Harbaugh,R.N.Services 210.00
Katherine Nazarek,R.N.Services 70.00
Ruth Leierzapp,R.N.Services 210.00
Karl Kaplan,M.D.Services 90.00
Malcolm L.Morgan ~County Tax
~Borough Tax
~School Tax
26.
38.
69.
76
35
02
Total ~2,244.
Note:The estate agl'ees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater
01'less than th-e estimated amount claimed and allowed.
Subscribed and SWOI'n to before me this ..,..,....,::...'". "
.....:3~.th .......d.yof D-;]J!1ilJ/"~71
·gt~n:..R~ilrg~····.
My ~~Slon Explrp
......:~~..~.~~~~~~.:~~.~~~~.
(Street Number)
Burgettstown,Pennsylvania 15021..................................................
(City or Town and State)
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF TH~EqISTER
I,the undersigned duly elected Register of Wills in and for...~.'.,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depon pt as to those 'tems where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater Ie fount repres ts the sum allowed as a deduction.
Dated:......'~~.t:J.2.7..197-ZRJJSSHl·MARINO..............~t.l..~....
':1:;-"-._Register of Wills
..;f Form No.RCC-62 (7-69)
WillAdministration !NO Year .
IN THE
MATTER 9F THE APPRAISEMENT
OF THE
ESTATE OF
l1MY:.~Ou<De~~~~~d .....................
Late of ,~~.~.i.t:~~~:r.J:..Yf!-.·.,..~~:r~~~~:s.t.~Y?U
County of Washington............................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
$4 6 t q>440.4¥$$4 i
4 6 5 0 0 0
4 6 5 0 0 0
,'~-,-
"1"",'-",'
4 6 5 0 0 0
2 2 4 4 1 3
2 4 0 5 8 7 "1-.-
,,~-,-
•••••••••••~••••••+.....•••·MA••·+•••••....•
"..............................-............~..,................,...:•.."...;ql"Q,O,f'iiQa;C,o9
1 53 a a a
2 1 a o a
7 a a a
2 1 a a a
9 a a a
2 6 7 6
:3 8 '2 5J
690 2
2 2 4 4 1 3 ......'.'
'.
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
INA ROZMUS .Informant
IN YOUR REPLY PLEASE
REFER TO 38-136-3
Inheritance Tax Division
J
,
In Re:Estate of _..:..M_RS_o_~_fA_R_Y_F_O_U_LK _
_---:.W=A=S..:.:H=IN:..:.G::...;T::...::O:..:.N.:.-_County - FileNo.~",~",",,------=.6-=-3_-..:...:71=..--=1:..:1:....:0_
Dear 'Mrs °Rozmus:
You are hereby notified that the __~Q~r.....i~g~i....n".lao&..lo1o-_
appraisement in the estate of Mrs.Ma ry Foul k
has been filed in the office of the Register of Wills of Washington
County on January 25 ,19~,Said appraisement reflects the following
va Iuations:
Real Estate _
Personal Property _
Transfers _
J0 inti y Owned --~41<--o,'"'"6J...;;5u.Q4.~Qu.Q'------
Tota I ~4L,t-l6o.L>5..L.lQ~.QIo.LQ!l.L-_
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date _..::J,--,=a=n.=..=u=a=r....J,y--=2=5-1-'-=1.=.-97.:....:2=--_
DATE OF DEATH:November 1,1970
Note:This is not a bill.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FOULK,
(Last Name)
MRS.MARY
(First Name)(Initial)
DATE OF DEATH 11-1-70 FILE NO.63-71-110
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","8","C",and "E".
Dated:January 25,1972 do -,~,~TAX~'
REPORT OF THE REGISTER OF WILLS
Dated:-............-ir-t--tV"*':fftfS5ft-HtIFTP
I,the undersigned duly elected Register of Wills in and for 'vashingtQn County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",'or lesser amount represents the sum
allowed as a deduction.
4.f\l:\0 00
4.650 00
2.244 13
2,405 87
$
4.f\l:\0 00
4.f\50 00
2 244 13
2,405 87
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
-L=
FOR USE OF REGISTER ONLY
Tax on $-+-__
Tax on $------.,..;:L>o........-t-''''''-L-(
Tax on $---------+---Tax on $-+-__
Tax on $-+-__
Exemptions=======:::;:==
Total Estate ---I"__-
TOTAL TAX
10%
15%
*
COMPUTATION OF TAX
$-------:::--:--:-+--:-,.---
$.....1~4.4.+.>L~..>l.-l:\
$--------4--
$--------4--
$-------+--
(*)As evidenced by Charitable
Exemption Certificates issued
$1=--4_4-..1..3=-.5:.-'by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::t==
TOTAL TAX BALANCE :_.....1..::l4.~4.r____l1=-
PAID $.....L=
BALANCE OF INHERITANCE TAX DUE $$__1_4_4__---lC5
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $----~L-
Estate tax paid $--Jl-
BALANCE DUE $_~1~4.~4.L-_---l~
Add interest at rate of 6%from
------lto-----
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will lAdministration~No Year ..
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MRS.MARY FOULK
Deceased
...
Late of ....
County of
BURGETTSTmVN
\vASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I•
•
Funn iWC-2
.I
--'DEPARTM~~TOF REVENUE
·f ....
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.J7J27
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J..~n.Y~.r..Y Z.s...,:+"~.77.,
COUNTY ':~f.~.§.b..i..ng:t...Q.n..
FILE NO §.~.=..?1=J.!.9 ".
Whereas,Nr..~..~M.~.;r.y .f..9.~.lk late of ~.~~g.~.t..~.~.t.Q~P.:.
in the County of Ji.as.hingt.on Commonwealth of Pennsylvania,having died on
the l..s.t day of N.o:v..e.mbe.r 19..7.0 ,seized and possessed of an estate
SUbj:e:::r:~~~c~v~~t~.o:::::::::i:~lYappointed accordmg 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 Ufe 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 AppraisementDescriptionofAaaetValuesMadeforInheritance '
Tax Purpoles
$i
JT.HELD:
See conv of annraisement attached 4.650 00
i
I
......,
I
I
-
Total 4.650 00
i
i
I
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS.MARY FOULK
Deceased.
Late of
....................,a.u.R.G.~T..T..s..T.QWN..
Date of Death,N9.y..~.m1?.~.:r.1...,.1..9..7.Q .
Appraisemel!t Docket Vol.,J..a .
Page,l3.§.~.3 No 6...3..~.7.1.~.110 .
Filed ill Register's 0 fJice,..J..(;l.~.1..~Z.s...,.J9.7..Z..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra-isement,.
Appeal t,.om Appraisement,.
Entered lind charged,..
I•
."
Form RC C·lO DEDUCTIONS ALLOWED IN J
OF
OFFICE OF THE
REGISTER OF WILLS
WASHINGTON COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF $..
DATE APPROVED .
AND AGENT OF THE COMMONW5ALTH
Reglater of Willa,Agent
ESTATE OF __~!::.!1:=a:.r.J..y-:.F~o..:.1~k________LATE OF _-=.3;:.6-.:.:.Wh:.:=.i.:;.t.:;.t.:::ak:.:.:;.c.=.r-=:Av;.:..::.e..:.•.!.,-.;;;.Bu.:;..:.r,sg.;:.e..:..t..:..t.:.s_t..:..own-.:-_
OATS OF D"'TH _~N~0:..Jv~e~m~b.::.er=-......;1:::...;,L.....:1:.:::9~7..::.0 _DATE OF FILING APPRAISEMENT "'"..
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"'''
Lee Funeral HODle Funeral Arrangements $1530 00
Sarah Harbough,R.N.Services 210 00
Katherine Nazarek,R.N.Services 70 00
Ruth Leierzann R N.Services 210 00
Karl Ka'plan Services 90 00
Malcolm Horgan 1/2 County tax 26 76
<-j
1/2 Borough tax 38 35
1/2 School tax 69 02
Familv ~Hij~~~nJ Alowance 1500 00
.
-
Total $3,74q.13
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF _....!W!.::a~s~h~i~n~p"_,t::.;o:::;n~s.:
I,W~·::::.a..:.1..!:;.t.::e..:.r~W'-!..~G~r:.::e:..cg~o:.:r:...<y~,I......:J::..;r:...:....-------------__HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENse OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Mary Fa1k .oECltA8ED.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
sf:..
AND SUBSCRIBED BEFORE ME THIS dl ~
--+..s..::.<~~-41=-+------,=-_~~22::
""-.-
;ro..-..P,"~
l..r-:(',.
:k~:'._"'f
.,,'"..