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Home My WebLink AboutOC1971-0191 - ESTATE OF VRABELR C C-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBIJRG 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 lnherita~ce and Estate Tax Act of 1961, we herewith submit the following report: ~" · NAME OF REPORTING FINANCIAL INSTITUTION MJU,U)T U'l'XOIAL BAll AND DtJS! C€1iPJNJ' ORARLERa.t ornc:s ADDRESS CHARLEROI; PA. . 1SOJ2 ACCOUNT NO, OF JOINT I TRUST OR INVESTMENT DEPOSIT_.:2J::;;.;.6..:...T.O....;;·~S·...:;.'=42"-.S.O--'· ;.;;:;;1-'---------- NAMES ON ACCOUNT .nss MARG.Alllf ·VRABBL ORINVESTMENT ~ · ·. ·- OR BLIZABftH VANSBUftA DECEASED JOINT DEPOSITOR, ~ . TRUSTEE OR INVESTOR _ ___::;MAaO=· =· =All=lft'==--Vlt='=.U=JIIL=·::..... _ _::V;__ _____ _ ADDRESS , S27 F•llowft.eld ·Avenue Obarlerol. Pa. 15022 DATEOFDEATH~H==-19~·~70~~------------------- SURVIVING DEPOSITOR, · BENEFICIARY OR INVESTOR --=Bl=..XZ=.AB=ITJ=R;;:.....;.:VAU=IIlJR&=·=--------- ADDRESS 'Js2 F!aher Drift Monongahela, Pa, 1So63 RELATIONSHIP TO DECEDENT_._S:::l==S=!BR==--------_;__--'---- DATE DEPOSIT OR INVESTMENT. WAS ESTABLISHED -~~~4~·2=3'--6_8'-----;;F:---------'------ BALANCE, INCLUDING 1~4TEREST ---_k. F DUE, AT DATE OF DEATH$ S.b48,66 ::2.-;. ~ 7.2.(, .J J I ._ f . 15-~ I/ ~ 7 :< "/ 3 .J --1/ of, t ~ . J:iJ -:f S'/';? cO'~, -~a, J/3 TITLE J .t' RCC-~"4 ( 1-69) _COMMONWEALTH OF PENNSYLVANIA DEPARTI.i&'EN,T f>F REVENUE BUREAU OF COUNTY 'tOLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF I.NHER~JANCE TAX APPRAISEMENT AND ASSEssMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: __ ~EL~·~I~Z~A~Dl~-IT~H~·~V_A_N~SH~URA~·------------ 152 FISHER DHIVE NONONGAHF.l.!\, PENNSYLVAIJIA 15063 Date: ___ --=:J-=an=uar=:...~Y--=8L, -=1=...97w...=l:_ ____ _ County __ -~Y~m~S~ll~ll~{~G~TO~N~-------- County File No. _________ _ Bureau File No. &...3-//-/f// We have received notice that, at:~f'~£neXile'a~XY..XXXXXXX:X.XXX.'\'XXXXXXXXXX.XXXX on December. 19 19_zn., you came into ownership of certain property through r~~~'fni:f)}.~ '«m~otl1~~~~!lX transfer from titJIDAIDir VRABEL, 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: Jt. Savings Account II 167-05-9428-01 held in the HELLON HATIONliL BANK AND TRUST CmiPANY, CHARilltOI OFFICE,; CHA .. 'UJ1tOI, Pr..ImSYLVAN PENNSYLVM'!LI\.. In the n:.1.II1.es of !USS HAH.G!JlliT Vft.ABEL OR ELIZ'J1BETH V,\~:SHURA. Opened 4-23-68 Balance as of date of death, $5,448.66 appraised by the Commonwealth, as of the date of death, at $ 5,li48.66 50 % of this amount is taxable at the rate of 15 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT 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 !-larch 19 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 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* · l9 __ 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 TOTAL AMOUNT DUE ORIGINAL ASSESSMENT 408.65 20.43 $ AMENDED ASSESSMENJ $ ___ ..::...o?;.:.....:./_...Z~;;......:.y: __ ...;_3_3_ ~ So<i ..if> 5 $ ==""'~3=/=. y=='======== ASSESSED BY:---------------------------- {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 bring it to: "'"'l),(l .. .) .. ·- \. ASHLL Td~. Pc.rL,A. ' .., If you have already paid this tax to an executor, administrator, attorney or other personal representative of fhe decedent for forwarding to the Commonwe~lth, list below 1he dare paid, name and address of the person to·whom , you made payment, their official title and the g,mount~ .. • r .... 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, ~nd 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 hand I ing 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 required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, hereby certify that th~ 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 pay out 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 -· ,.., ... -.... r .. -. If y·ou hove already paid this tax tv an executor, a_dministrator, attorney or oth~r personal representative of the decedent for forwarding to the Commonwealth, l1st below the date paid, name and address of the person to whotn you made payment, their official title o~d the amount. Pate Paid Name and Address of Pavce 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 con 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 E!' L I 'Z.LL 8.1>. .,--1.1 J/.1.," ~tw~~A fluN t:e.AL )Ji..~· • 0 ,, ,, -7A:__/ .L:Lt:!..l-l • .N ~ li1.J.L( :. q, ~ .. Jl rl AAa...Dfc lli A.. 20. ~0 ~ 1 I H. ph /2 ;..,-E. 6. .:r ·lAO Ll r.dou!I~ ~ fi~ fiu I{ G-1!. 4L ~-:r,. 0 ~ H )/' 11 n.n:; fi >l £h! 1/ f" ~-'S ,-z.. '.rc ~ /4_ .J..I &AP 11!-.A c:,-~ _F_ Llr. •O J 1' 14':11>. Ll . .s, 1~ 1 iL· •.. #_flU~ • jJ.....tJJd-;., ~ ~~-.. -• •• ~,.~ • .A~-K aJJ,jjAIA ....... I M-, ·~u..IY f" 11 ' ~ It .H t:-n;...A.;,6~~ ~ /JJ'rv.. hrlli~A.[ 411·•1 It Jl n, o 1-ta. o J cAt. l!. s~~ TOTAL S v( Soo. s-5' (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: WASHINGTON ELI ZABETB VANSHURA ... < I, MJl'KSKU'JXXBIBJUtX hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, .M~R.GA.RET mu~.BEL , 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 not be claimed by ""Yother person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS__._,? 3..;~---_DAY OF F&brua.cy 19 ..1..L· MA!¥iARET BA ~~ r:dary P~~:ic r; Signature of Taxpayer Wa•HtNO,...,W "'~--41N~TON C'"'~ .. PA • .,.Qeftllti• ixpi'P$ fehwaQ' 21, 1971 REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully r'!port that I have allowed deductions listed above in the total amount of$--------· Date of Approval: ____________ _ Register of Wills ··' ... ~ ! !~;, J I Fonn RC.C-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ ¥.~P.~!J:~EY. ...... ?.}.1 ........ ~-~.7.! ...... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY .............. ~~~-~-~-~-~.€?.~.~-~ .......................... .. FILE NO ...... §.~.: .. ?..~.:.~.~.! ............................................ . Whereas, .................. N~r..g!:l.r..~.t. ..... Y.r.~P..~J .................................................................... late of ............ !!.~~E.~.~.~~.~ .......................................................... .. in the County of .................... W.a.§ .. h.i.P.gt.Q.n ......................................................................... Commonwealth of Pennsylvania, having died on the ................ l.9 .... t.h ........................................................ day of ........ D.ec.emb.er.................................... 19 ... 7.0., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ N.IIU. ... Alf.re.d ..... T.o.s.i.. ................................ , 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 Purpoaes $ JT. HELD: Jt. Savings Account #167-05-9428-01, held in the MELLON NATIONAL BANK AND TRUST COMPANY, CHARLEROT OFFICE CHARlEROI PENNSYLVANIA. In the names of MISS MARGARET VRABEL or ELIZABETH VRABEL. Opened. 4-23-68. Balance as of date of death $5,448.66. (1/2 taxable) 2,724 33 - Total 2,724 33 Having been duly sworn according to law, I do h~reby ce ti~ that the above appraisement is made in con- formity with law on this ... cr.?....?~ ......... day of ...... _._ .. _ .. _ .... ;;;?./Z~ z·.·.:· .. -... C?'~ ..... _·: ····:: ........... : .... ·.· ... · --~~ .. ::~.· Appniser ZZJ.~ ········· ...... ······································ • mber and Street) ............... ~ ................... ~ .................. .............................. , Penna . (Poat Ofllee) lV:ASHING.TON ........ . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET VRABEL Late of CHARLEROI Date of Death, Appraisemel!t Docket Vol., Page, No. Deceased. 63-71-191 Filed in Register's Office, ... Jr~:P .. ~ ....... 7..J .. , .. J9 ..... .7l Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal j1'om Appraisement, Entered and charged, l ~ ,