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Home My WebLink AboutOC1971-0199 - ESTATE OF JOZEFCZYK........ '.\· .,.._ ...... >. '~\~:i-7/-/9f \ .· COMMONW~ALTH OF PENNSYLVANIA \ ·.....,, DEP'ARTMENT OF 'REVENUE RECeiVED \:. · ~ HARRISBURG . BUREAU OF '\ COUNTY COLLE CTJOHS RCC•43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 · S. 4th Street Harrisburg, Pennsy I van ia Dear Sir: . \ ' ftB z~ 2 26 ·PM '7-J\\ '\· .. Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, · we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Mellon· Nilt1onal Bank & frwst Co• 2 Doaora Office ADDRESS SOl. Kaltean ATenue, Donora. Pa• 159)3 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_~6W£:·~1~6:!.-\1,:!4.i, __ ...;.._ _______ _ NAMES ON ACCOUNT OR INVESTMENT SHnlJQ' Jo~tet)'k or NJneS JOiefoJJk DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR~A~3ft~e~~·~~~~~~teel~1~k~-------------------- ADDRESS 117 ienrio AWA\10• n:m~n~~•~ P~• 1S033 DATE OF DEATH January 2• 19?1 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _at_oa_n...,.l ..... •J:.......;.J_os_e_f...,.oW~k _________ _ RELATIONSHIP TO DECEDENT.:Son~------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED July 10., 1961. BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $_.uR1,_b~ .... ""''i·•2..,.S.___ _____ .___ _____ _,_ \: \ \' \. \ ,, \, J .~· ~~ .. · .. R C <:r~ 34· ( 1-69) ' CO/I.!,~QN)'r'I;AI.;Tk! OF PEI'IJ'lSYLVANIA ~PARTMENoT OF R~VENUB, BUREAU OF COUNTY CjOLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION T 0: -~3rl''f~Allffflili~T·""'f-'[ -T!JiRQZr.+.Ef.;.FfT.G£¥i4¥"-¥.,-----,.--..,.. ll7 ~IC A.lJill·lllJ~: Date: __ M&:.Lao:~.rL.;.lcw.~h~.~.....~J~,~---o~ol..;;~97:.La~ol ______ _ -County WASHINGTON County File No. __ St___;;_~_--_/_lG_U_-_C __ _ Bureau File No. 63-7/-/..Y,f Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. I The property on which tax is hel'_eby assessed ·consists of: .It, Savings Account #65-:21614 held in Ahe Hill.Om I>Tr\TIONAJ. B·mK£&:;;XlWST COMPANy, DONORA OFFICE,· OONORA OEFICE. In the names of STANLEY J06EFCZIK OR .A.Gm"S J07EFC2YK, Opened 7-10...61, Balance as of date of death: $S,514,.25a appraised by the Commonwealth, as of .the dote of death, at$ · 8,514.25 50 % of this amount is taxable at the rote of 6 % 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 A~il l 19 71 . you may deduct a discount of 5% of the amount of tax due, or D This tax became delinquent, fifteen (15) months afte~ 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 *H the tax is not paid by the above date additional· interest is due at the rote of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $--~4~,2~5~7~.1~3~---$----------------- 255.43 ' 12."7 - -----:...!.---- 255 .43 $ -================= ASSESSED BY: _____________ _ (Agent for the Commonwealth) INSTRUCTIONS TO.TAXPAYERS Make checks or money orders payable to: ~ ~ cf'/c?C/ ~~/~/77/ 1?~///.t/PV To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: Auth, , o. ·1 E •• '• Va.l~a ,.., COURT HOUSE .. WASHINGTON, PENNA. 15301 . \ If you have a I ready paid this tax to an executor, administrator, attorney or other persona I representative of the decedent for forwarding to the Commonwealth, list below the date pai.d, name and address of the pers,Q.(I . .t,o,wh~m.::-' you mcide payment, their official title and the amount. ' . r d' .·" -~ .' .. ~ \•:·, . . , • . .. 1 • ' ~) ••. t. , .... ( Date Paid Name and Address of Payee Offidal T"itie ·· Amo~nt P~id. '.: :·,. ;· ~" .. ;· .. ;"': . . . t. ~ '. ·' -. Un~er. certain circumstances, if, after the date of death of the decedent,· you personally paid funeral expenses or other just'debts of the dece·dent, 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 expe~ditures meet all ·of the. three following tests, it is recor:nmended tho~ you itemize the payments ~elow, execute the affidavit, and return this notice. The Register of Wills .will examine the debts claimed and all.ow those which he determi~es 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 f'or these debts, and 2 ·_ You.actually paid these debts out of t.he 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 representati.ve of the dece_dent hand I ing the administration of. the general estate of th.e decedent or any other transferee: . · SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid " .. . ...... . ' ' ~ .. .. '· ' .. .. . .. TOTAL. $ •. (attach separate sheet rf ·requ r ~ed} COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: / 1, hereby certify that the foregoing_.is a j·us.t 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 inherit~nce· tax. purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ______________ 19 __ Si,gnature of Tax payer 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 Wi lis ,; Fonn RCC-2 i ~ ·;~ARTMENJ{'OFIREVENUE BUR~AU OF COUNTY\ COLLECTIONS . HARRISBURG. P~A. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA '{ RESIDENT I·.l"JHERITANCE TAX APPRAISEMENT DATE ......... ~:r..9.h .... l.7.t ..... J9.7.J.:: ............ : .................. .. COUNTY ............. !.'!.~~?.~~.<:?.~ .................................... . FILE NO. __ ....... QJ..~7.:J,~.l.9..9. ....................... -.................. .. Whereas, ............................................... #.m.~~ ..... ~9..~~.~.~.?.!Y~ ................................. · ................ late of .................... ~?.?':'.~~-................................................................... .. in the County of .................................................. W~.~h;;!J:gy9..!:1 ................................................... Common~alth of Pennsylvania, having 4ied on the ...................................... ~~.~g~.4. ....... : ............................. day of ................. !l.@..~.I..'Y ..................................... 19 .... 7.+.., seized and possessed of. an estate subject to Inheritance Tax· under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ ..A~~~: .......... .f..~.N9.~~ ... ~9. ... : ............................. : ... :., an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement o:f.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. · Description of Asset Unit Values Appraisement Made for Inheritance · Tax Purposes 1;----------------------------------------------------------------------+-------fl-------~-r---li. $ ! Jt. SB.vin~?s Account #65-216li. held. int the MELLONA NATIONAL B :ANK & TRUST COMPANY DONORA OFFICE. DONORA OFFICE. In the names of STANLEY JOZEFCZYK OR AGNES JOZEFCZYK. Opened 7-10-61. Balance as of date of death, $8,514.25 8,514 25 .................................................. W~ ............................ , Penna. 1'·· 'I' _j' 't ---=~ ..................... WA~IfiJ'.J.G1'QN County RESIDENT INiiERITANCE TAX APPRAISEMENT Estate of ................................ AG.~ .... Y.O~~-G.ZiXK. ..................................... . Deceased. ··-~ Late of .................................. P.ONORA ............................................... . Date of Death; .................. :.l~Z-~71 .......................... · .............. . Appraiseme11t Docket Vol., .......... .,3.8. ... _. ............. : ............... .. Page, ....... ),4)~~ ................... , .. No ..... §?.~Z:l.::~.9.9. ........ .. Filed in Register's Office, .......... ~~9.P: .... ~7 ... 19 ..... 1.J.: Amount of tax due, $ .... , .................................. : ......................... , ... 'DEPARTMENT OF REVENUE Received, Examined and App~oved, Wrote abo.ut )!.ppra.isement,: Appeal f1'om Appraisement, Entered and charged, ! ·-. :• . ~-.. 1\. ~ 'f/ --~-~. ~ 3-7(-l·rr COMMONW~ALTH OF PENNSYLVANIA 8REC£!V£o DEP"/d~TMENT OF REVENUE COUNT~~EAU or HARRISBURG l-OLtt: CrtDNs /. RCC•43 (5-65) fEB ZY . 2 26 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: ' j NAME OF REPORTING " . . FINANCIAL INSTITUTIONitell~1 ~~"1oual BMk & truat Co .... Doxiolr"a Otftoe · J! j ./ ADDRESS SOl Mete~ A·;;-e~• Donora, Pa. 1~33 ) :_)or ACCOUNT NO. OF JOINT, rr- TRUST OR INVESTMENT DEPOSIT . ~5~~ili7 o1 .J /6 NAMES ON ACCOUNT v OR INVESTMENT Stanley Joa$.fceyk cr ~gn~ Jo~~fo~)'k. DECEASED JOINT DEPOSITOR, /t.ll~bfa Joii&fOet«~k TRUSTEE OR INVESTOR __ ....;..o ____ .. ".,;___' ________ _ ADDRESS ________________ ll __ T_K_·~ __ ·_.c __ A_vu_~ __ ,~'-~-·~ __ ra_~~'·_P_o_._l_~_l_l __ __ DATEOFDEATH~~-----J_a_nWU7_._·_ .. _2_;_1_9n_· ____________ _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ e_~_· _._·CfY_J_o_zo_.r_aey-k_. ____________ _ ADDRESS ________________ l1_7 __ i_o~_· __ c_A_v_en_u_n~;-D_~_.n_orn~,_Pa~·~~·l~·~~.~~~3 __ ____ RELATIONSHIP TO DECEDENT Son DATE DEPOSIT OR INVESTMEN=T--------------- WAS ESTABLISHED ltm\1!17 U, 1960 BALANCE, INCLUDING INTEREST . .J ...... DUE,ATDATEOFDEATH$ ______ 1_3~r-q_~.~~-O ______________________ __ ~, ?oZ/ ~s-@ ex= S% ~(;/-~?/)-' RCC-·134 ( 1·69). COMM~!W.E'\~1H OF PE~SYLY~IA DEPARTMENT OF REVENUE .. suRT'Au oF couNTY coLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: S'P/\NI.EY_ ·IQZEFCZV 117 KENRIC AVENUE DQNQRA 1 pENNSYI.Vl;NIA )5033 Dote: I1arcb 1, 1971 County _.J.Iwld:lA~S.uH.,.TI~IXLT~OJJ.Nli...r -----,----- County File No. ___ .. 3:..._~;;;.._._...-_/_~_'.J_---'-~--- Bureou File No.~ 3-7/-: /Y .f Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore 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. Savinss Account #65-204A7 held in the }1ELL0N NATIONAL BANK & TRUST CQlsiPANY, DONORA OFFICE, DONORA, PENNSYLVANIA. In the names of STANLEY JOZEFC2YK OR AGATA JOZE~CZYK. Opened 1-11-60 Balance as of date of death, $13.442.90. appraised by the Commonwealth, as of the dote of death, at $ 13,442,90 50 %of this amount is taxable at the rote of 6 % 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 dote of death of the decedent, or on or · . before April 2 19 71 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, statut~ry interest at the .rate of 6% of ~h·e 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 rote of 6% per annum until paid $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $--~6~,~7~21~·~4~5~----$------------~---- 403.29 ---.3~·!.6_---- 403.29 $ ================ ASSESSED BY: ________________ _ (Agent for the Commonwealth) '··.INSTRUCTIONS TOTAXPAYERS Make checks or money orders payable to: ,~~ .$ JYJ. a ~~ /~; /7?/ To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: Aut.1·d a ill'. l .. i . O!:ol1L N ·• -r·-, .. COURT HOUSE WASHU~GTON, PENNA. 1530) If you have. already paid this tax to an executor, administrator, attorney or other persol')al representative of the .. decedent for forwarding to the Commonwealth, list below the date pai.d, name and addr'eis' of,/the perS£>J!:,tQ··~~hom~ . you made payment, .their official titl.e .. and ~he a~o-unf. . , , ' .. , . 1 .• . .. _· ~. ·J•. "~ '.'~; '.: ·:. ·,""~-;..,, c, .. .:. ' . • • • :f."\ \ 1 .• r \ · ·:~· . \ . . ~ "· Date Paid Name and Address of Pay~e Official Title Amount Paid. ./ : ~ ~ "'«.: ~-":< ·• • ~ " ,. ' Under certain circumstances, if, after the date of de~th ofthe decedent, you personally paid f~neral 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 i11 the computation of.tax due. If .any such expenditures meet all of the: three following tests, it is rec.ommend~d that you itemize the payments below, execute the affidavit, a.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 a~ended assessment of tax. ~ . . . r • , I THE THREE TESTS WHICH MUST BE MET ARE THAT: l -You were'personally legally responsible' f~r these debts, and 2 "·You actually paid these debts. out of th-e account or property described above and can furnish proof of such payment, if re~uired, and · 3-These same debts are not also claimed,· for tax purposes·, by an executor, administrator' or other personal representative of the dec~dent .hand I ing the ad min i~tration of, the ge~eral esta_t~ of the,.,, decedent or any other transferee. · · ' · · · · ·. · ·~. . ' SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid ~ • t. .. l :1 (attach separate sheet if required} COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- .. SS: .. ' ,_ TOTAL -$ • ' •). I, hereby-certify that th~ toregoing is a just a·nchrue stat~ment ~f funeral expenses and other debts of the decedent, , for which I w~s legally responsible and which I did-pay out of the property_-~erein,taxed. I further certify, that to the best of my knowledge and belief, these seine debts will not be claimed by any other person,·for.inheritance tax purposes. . ..•. ..., . . t ... ., 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 li_sted above in the total amount of $ · 0 Date of Approval: ______________ _ Register of Wills Form RCC-2 ' ..• "i 'i ·.' COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............ ~!:.C::.h ..... "b7.1. ...... J.::.9..7.~ ........ : ................. . COUNTY ............. Y!.'3.:~.~?.~~-~~····································· DEPARTMENT OF REVENUE ;. '="<~ "'BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 FILE NO. . ............. ?..?..:.?.~:~?.?. .................... -.................. . Whereas, ................. : ............................... /P.g~t.~ .... cl..9..~.~f..~.~Y~ ............................................... late of ..................... ~~~:r..~ ................................................................... . . in. the County of ................................................ Washington ................................................... Commonwealth of Pennsylvania, having died on the ............................... ~.~5?.<?P.:<:t ......................................... day of ................... J.:~~-cy:··································· 19 ...... 7..! seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, 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 gr0wing 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. Appraisement l:Jnlt Description of Asset Values Made for Inheritance Tax Purposes $ . Jt. Savine:s; Account #65-20U7 held in the MELLON NATIONAL BANK & TRUST COMPANY. DONORA OFFICE. DONORA_._ PENNSYLVANIA. In_t_b.e names of STANlEY JOZEFC2YK OR AGATA JOZEFC2YK •. · Opened·l:....ll-60. Balance as of date of death $11.LJ..2.90 ll~M2 90 - .•. ' . '· .. • - .. I : . . .. - ... . Having been duly swOrn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this ............................ ./~ .. day of ~~J?~ ~ (!'lumber and Street) ........................................ W..~ ~4-4.-' L ............................... , Penna. --~-~ ..... -.. li?;J'offi;;i·~~- WASHTIJGTON :County RESIDENT INHERITANCE TAX APPRAiSEMENT Estate of ' . ..... AGA'J.'A. ... Y.Q:!':;ey.G.~X:K ....................................... . Deceased. Late of DONORA Date 'of Death:_ .............. , .... l..:7.':2~7.J ............................................ . Appraisemel!t Docket Vol., , .. : ........ :3..$. ................................. . Page, ..... : .. 1.:4.~:?. ....................... N (). ~ ....... 9..?:-.7~~~?.9. ...... . Filed in Register's Offi.c~, ............ ~~.<::h .. J7J9 .... 7,.l.:. Amount of tax due, $ ................................................... : ........... : .... . . DEP,ARTMENT OF REVENUE Received, Examined and Approved, . ' ,, Wrote' abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and clWrged, rl ,\0 ;:.. .. ' ; (,; .•· '· ,, t: •';; ··.: ~l~ •.' .. ) ·, \":· • 'f! I I :·. I • I I I ....... ·· .. •': . ' .··-. f·· .- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R C C-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:· .. \ .... , :~·· ·: .. \. ' ; •Pursuant' to• Section 742, :Pennsylvania lnher.i.tan.ce a~d Estate Tax Act of' 1961, we herewi~h submi~ the following report: N~ME·OF REPORTING FINANCIAL INSTI.~U!ION .. Pa:fi;ts~~l:t$f'. W~t*~l B~ '.• . . ~pDRESS . . 6~~ MeK~ A?e. •· Don~-.· Pa! ~ 1~0$) ACc;:OONT-NO. ·oF JOINT;· . ' . . . · . . . . · •. , .. ; TRUST"OR'·IN\iESTMENT .DEPOSIT sav:tngs .Aecount )Ma9$0h NAMES ON -ACCOUNT . . . . . _ . . . . .. . : o~·INVESTMENF· '. Sta _niey H, Jbzatri~y}t .W!· ~#13'l. Asri$~ JQ2f"ift:myk . . ... ,, '• -. ,. . . . ' ' .... , /'• I DECEASED JOiNTt>EPOSITOR,. . . _ ... .. · TRl).STEE OR.INVESTOR. . · :Mrs.· Aijnes .Jo~efczyk )0-.' ' . . ADDRESS·:: _ U7 ~nd,~~Ave·•~j Dono,t-a~:.·P$~ ::J:Sq!~ __ . ': ··•, . -DATE OF' DEATH·· _ · -l•2iio71 · · : -·- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ··stMW:sy H,· .;rozti!f¢zyk · ADDRES.S · .. 117 R:erii<i<tAv·ei 1 "Doriora~ P$, tSfljj· • f•'', . . . -. . RELATIONSHIP TO DECEDENT DATE DEPOSit OR INVESTMEN-T"'""· --........ ----:------------ WAS ESTABLISHED _ _;;2=:...;.;..=l8;;;..;.•~64~-· ";__---~--'---..;___---- BALANCE, INCLUDING INTEREST · t II . · II ' DUE, ~ T ;ATE \)F DEA l'H $ $10,018.4? ~ d ;~A ·. ~ f6 1 5; 0 J l-~f:: JtJ:L .J s-(/fliiZi 1/f~w,r,;___,. ___ ,.sA!J~. :. 1/ /5', 1 I · Signature 'TITLE ~~er . j RCC-134·( t-69) ··, .... ' .. COMM.ONWEAL,.TH ,O.F PENNSYLVANIA g~PAR'rMEN"r O·F SlE,YENUE OFFICIAL. NOTICE OF 'i't·U:iERITANCE TAX. ·~ BUREAU OF COUNTY toiLECTIONS INHERITANCE TAX DIVISION APPRAISEMENT AND ASSESSMENT OF ASSETS NO,T.SUBJECT TO ADMINISTRATION TO: STANUW U, JObEFC:GYK 117 K?MRT~ t.in~NIJ!>; .. : .. ·· ... We have receiv~d.nci~te th~t,~~~ Date: __ ...s.Jr..s;an!.l..l.lluacylli:i"'.J.:..J... ........ o=:? B!J,1~· _.l~...:rrtu...~l.__ ___ ....._ ·county _ .. __ XJtr~tl.u.S.u.H.L.IlwW...t.'/f'u.O.n;.N»-.. _____ _ County File No. _________ _ Bureau File No. c;3-2/-/ff' on ' Jow.miry 2' .·.·.19.:a-, y'ou ccime_.into ownership of certain prope'rty through~~ WJS:~x!eorr~:rJJ[(~~~@'Al.~Ll:t:: transfer from Jv[{S• AGN'i::S JOZE:FCZYK; Deceased~. · . . . :~ ... : Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are'ta·xable and the liability for the-payment of the inheritance tax due is imposed upon you, as transferee. . . ' The property on which tax is hereby assessed consists of: Jt. SayinF!S Account #llt49504 held in the FITT~HlYRGU WtTI0~1 JJ~DIK, .DONQUA OFFICF.., DONr)R·A~ PRNNSYI.VA.fUA In the natnes of :1\1 ' ST!INJfY u.' .jozr.;FCZYK OH MP..S. AGNES JOZEFC2YK, Opened 2-18--64. Balance as of date of . . . appraised by the Commonwealth·, as·of the date of death, at$ . lO,Q78;.l~T 50 %of this am.ount is taxable at the rate of_~t..~_% ORIGINAL ASSESSMENT AMENDED ASSESSMEt::I.I DA.TE OF ASSESSMENT ( TAXABLE AMOUNT· .. t . l .. LESS: ALLOWED DEBTS.· t NET TAXABLE AMOUNT . I· ! AMOUNT OF TAX DUE·-f " [-... D If y~u pay ~he C!boye amount wi_thin three (3) ~onth.s ; of the date of death of the decedent, or on or before . April 2 . .19 71 .. you may_deduct o . ~iscount of _5% of the amount of tax due, or ;, l . [J .. Thi's_.tox becamedelinq~ent, fifteen.(lS)_months • after the dote of death and,· in addition to the ~ to~, ~totut~ry i'nt.ere~t at the rote of 6% of the 1 tax per annum. is also due as of.*------ { . .. l9 __ .in the oniounLof · s-.*If the tax is not p~fd by the above date additi~nal interest is .due at the rate of 6% .per annum unti I paid .TOTAL AMOUNT DUE $--------------- 302.35 .• ____ !5...!U~....:-~ --------.---.---t:\--------· $ 302.35 $ ============= APPRAISED BY: ~4-L~~~~~r~-r----ASSESSED BY=-----------...,..----- .(lnheritance T ox Appr (Agent for the Comr:nonwecilth) INSTRUCTIONS-TO TAXPAYERS·· . . Make checks or money orders payable to: .~~o(f/~/. ~.-.q??(./77/ ~ ·<-~/~/7Yf . ··.·.·:; .. To insure _p.roper credit to your account . this Official Notice must accompany yo~r payment. Mall or bring it to: 15301. If you hove already paid this tax to on executor, administrator, attorney or other personal representative of.-.the decedent for forwarding to the Commonwealth, list below. t~e ~ate poid,,n,ome and address· of t~e p.~,rS9Q:}O:YI.Q0!1l: you mode payment, their official title and the 'amount. , · ··., ·. · ::. i .. : >. ·. · ·,: . . ·.· ":~·-~·.fi·. ·>:: ~: .. :t':,;::• ~\'~ ... <• ' . . ·:.~·.'·. ' -~ ; ''' '.' }~:;·:.; :, ';.·,: . ' .. :·'' >:: ;·;"~":: .'~ \~.··:,..~ -~~\ ·; .. :;.::·!> •' Dote Paid Nome and Address of Payee ,, . · . .O~fi~~~.I···T.i~l.e., <· :::··.t< •. ,.':~mou.n~-~.oid ...... ,,1 _'!;~:··;i<Jt--.~~,. . '} ;,. _;~. -~-~......__-;.·;;,;" ....... ·:--·~" '""" ...... --···...;.·.,-;·o..;;.-.... -··---··,.,_,.-"'" .. ~;..;.;.··t.~: l., ... . • . --~ . . --· ;..-.····-~;··~· .. ·.~···:--:-:2:~:~~·.:~:.,.:"-:'~ ., ~ ~"!-:::#·:· .. -:······:,: .... ··~' ....... :~~y ........ _ Under certain circumstances, if, after the dote of death of the decedent, you personally paid funeral expenses o~ other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended . J)y .you may qualify as deductions against the gros~ vo_lue of the pi'()p.erty. in:the..cQmppJ~ti,pr;r.of_tq,x.:due,_ ,l(a_riy · such_"e.xpend,itur~~ me.et all of_ the three following test_s,. it ,is recommended:'th.~t·:Y~.l! ... i!~mi~-~,.tne:.Pay~e,llt~ .. ~~l_()w, execute the offidgvit, and return this notice. The ~egister of Wills will examine the. debts):!<;rim~d ond~o,Uow· .. , those which he determines to be proper. The tax will then be recomputed and you will receiv~ on amended ossessmentof.tqx:,-:-·.~1 .. ~-. ~-···· ..• :.·· ·.; .. •. ·• · .. : . • ·.:····~ ... • .• · ..... /",·. ,;:_.· . '•":l: ~ .. ~ :. ;:-. ~ ·. .• . ' ~ • • ;, • ' ; ' . . " THE THREE TESTS WHICH MUSTBE MET ARE THAT: i ~ ' . ' . . ' .. . '~ : .~ .. l . . . ' . ~ . : : · .. ·1 -You were personally 'legally responsible for these debts, and. 2.-You actually. paid .these debts .. out of.the account or property describ~d above and-con furnish proof· ~f such po_yment •. if _requi_red, and . 3-These· some debts ore not also claimed, for tax purpose·s, by on executor, administrator· or.oth.er personal representative of the dec~dent hondlin,g the administration ~f the ge.n~r1ol. estate of the , ,, . ' decedent or any other transferee: · ·· · · · ·· · . · · ~ • • • •• ,J '· •• ~ r • ~. ; -... SCHEDULE OF DEBTS Dote Paid Nome of Payee Description of Obligation Amount Paid ·. .... r·r· -~ .. .· .·~ . :. : .. } : "' . ~~: · . .;. TOTAL $ .. ··(attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) '\ ' SS: COUNTY Of________ ... , I, hereb; ce·r~ify th.~t.the foregoipg· is ·a just opd 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 sariie 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 hove allowed deductiC>n,~ listed above in the total amount of$ 0 · Dot~ of Approvo I: ______ .;..._---'------- Register of Wi lis Fonn RCC-2 ' .. _ ~PAR'l'jiENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 ,· COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... .F.e.br.ua.ry .... 2.4..~o .... J.97.l. .. : .................. . COUNTY ............... ~~~?.~.~.??.: .................................. . FILE NO. . .......... ?.?..:?.~=-~.?..?. ........................................... . Whereas, ............ : ..................................... f.\..G.~ .... ~Q~Jw..9.~XI~ .............................................. late of ................ ?.~.~~~': ...................................................................... .. in the County of ....................................................... W.9:.~.ht.Mt..9.P.: ............................................... Commonwealth of .Pennsylvania, having died on the ..................................... ~~.9..9.~.~ ..................................... day of ....................... ,~.0.:~~<3:~~ ............................. 19 .... ?..~ .. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................... ~.!.!.~? ... !.?.? .. ~ ................................................................ , ·an appraiser duly appointed according to law, having been designated to make. a fair and ·conscionable app'raisement 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 foJ.!lowing 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. Description of Aaaet Unit Values $ .Appraisement l Made for Inheritance Tax Purpose& -~ Jt. Savings Account "'#_~~11+495.04. held in the PITTSBURGH NATIONAL ---BANK. OONORA OFFICE, DONORA, PENNSYLVANIA. In the names of STANLEY H. JOZEFCZYK OR MRS. AGNES JQZEFC2YK. Open~d 2-18-64 Balance as of date of death, $10,078.47 10,078 47 .r ... ·• Having been duly sworn according to law, I do h~reby certif~at the above appraisement is made in con- formity with law on this ........................... ~.4. .. A::::i.I .... day of ........................ ~~ .. ~ .............. -;, .. p· .......... ; ............. 19: .. L. .. ............. : ....................................... ~ ... V~ ........................ : .. . · . Ap raiser ................................................ i?.?ji-~j~~ .. ~~~-~-i'""'"""""""'""'""'"""""""'"""""'""' ............................................... :.: ........ f.:~.~~ ................................ , Penna. ............................ WA:S.HINGTON..................................... C oimty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of . .AG:NE.s. .... J.OZEF..C.ZXK ......................................... . Deceased. Late of ................................... DONORA ....... :························································-~·-··· Date of Death 1-2-71 I ••••••···••·······•••••··•••••···•·••••·•·••····•••••••••••••••••••••••••••••••••••• Appraisemel!t Docket Tiot., Page, 63-71-199 Filed in Register's Office, ........ X~~--~·····~-~---··..i9.?..! .. . Amount of tax dtte· $ J .................................................................... . DEPARTMENT OF REVENUE Received, .. Exa.mined and Apptovedi Wrote abd.ut Appraisement, Appeal f;<om Appraisement, Entered and charged, .. .i r . . ~- ·- i~:· l . 'ft._. I -~ ! _, " ~-- ......... ...:. I ' . ,.. . .,. .. ... : · . 1' ~-. t '" u-~ ~ ~~!'·15~0;;x+ (12-88) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED. IN DUPLICATE WITH REGISTER OF WILLS) FILE NUMBER . COMMONWEALTH Of PENNSYLVANIA DEPARTMENT Of REVENUE 63-71-199' DEPT. 280601 HARRISBURG, PA 17128-0601 YEAR NUMBER. .... ~ JOSEFCZYK, AGNES Kenric Avenue Donora, Pa. 15033 ~ SOCIAL 11.1 Q 1-21-:-71 Washington ~ 0 1. Origin-al Return ::.:-~~'~ ~g:~ 0"'4. Limited Estate 0 2. Suppl'emental Return -0 4a. Future ln!eresl Compromise Remainder Return 05. (far dates of death prior to 12-13-82) Federa!l Estate Tax zOO ug:a;l 0 a. 6. (for dates of death after 12-12-82) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) Return Required . -· 8. Total Number of Safe Deposit Boxes <1: ..... IIIZ """" llli:Q o-Z u o· a. z 0 i= "' .... ::::) .... ·a: "' u 11.1 1111: z 0 i= "' .... ::I a. ~ 0 u >< "' .... 489-9578 1. Real Estate (Schedule A)_ 2. Stocks and Bonds (Schedule B) .Fallowfield Avenue ~-C!iar~l, et.Oi ', ·.·: :~a; .. ,~rso 2 2 · (. 1) -----"'--'$5:::...C,!....::8:..::.5-=-0~. 0::...:0:....__ __ ( 2)~-~--~~~~~ ~ . ; ':' "'. . •-"' ... r • .J • ., .. , ·, r . r. t 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3)_----------- 4. Mortgages and Notes Receivable (Schedule D)' ;•; >" ( '4)' 5. Cash, Bank Deposits & Miscellaneous Personal Property( ,5) ---:---:-'--::""--;----c::--:-'-'-:--:----c:c-.:--:--,(Si::hedule E) • '. ·. · -•.. · . ,, ···.'"' .,, ·~ -:~. '~;-'. -:.-~: · .. .-, :·.-.r.·n··:' :. I_ ,:· ... 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) (. 6) -------,--...,----.,-----.' -~ r.j }': _ ...... :_. ; ;-,. ~--.. :: ~( 7)'_' -------- ;po :::-;:: ....0 .. ~-....0 .,. . 8.TotaiGrossAssets(t?talline~1-7) ·:.'<..'; ... •,-;,_;-'-'('\\ ·~·.d::,:-,-:\·~'\' .,.;+:--(-B),· $5,850.00 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) -----------,--- . ; ::;;t::1 r-T'"1 C? C..? :;t:=:-:· =--I r-rs Expenses(~chedui~H). , .. • ·_-(• :-h:;i 1;._\ ;.:~;_;:;:~-:_.c\G ·~<--~~-.~ "'·l : .. ~\ ::-~~---.:"• '·l:::•~c !; 10. D~bts, ~ort,gageliaeiliti,~s, Lie;!ls__(Sch~dul.~l);~·.:· ,_:-1)1?1: .... :;:,. ·;· '··-;. .;._; ... •. i•l~:·) _ 0 : .. •:'•j 11. T?_tpi..De?u~ti_~r.s _(to~allipes 9, ~ ,_!,9) 1_., :_; .,_ :'~1-.. ,1 '~;,,_·::·, ~··.:1; ;._;;~;: , :~~/ •. :.:; ::.:-:t·.!-~"!(1.1) __ ..,.,-.-. ...,-,'-: .. -.• -----'-------- 12 .. Net V~lue pf Est~te (l!ne 8 mi~us _line 11) . _ ...... :.i:(:.i: ;·; 1._:, ·:: :·;'~(\:! •Y::n_ ~--.. _ t. -: .. '.:·'1 0'2); . : $-5 • 850 • 00 ... ~! . 13. Charitable and Governmental Bequests (Schedule J) (13) ------------ 14. Net Value 1'~ mln·u-; lin~ 1 . r: ·~: ..... •:~·•);·.'~:',.·~!:: A,'n :· .:~ · i·:.'~ ~.?:!~;" $5-.sso:oo ·,_.I 351.00 15. Amount of_ line _14 ta~ablt; at ,6o/.o rate , . , . ,, ,. (15) • 850 • 00 (!ndud~ values. fi-om ·S~hedyle ·K .. ()r~ .Sch~:d~le)v.\·-h . ··: ;.~ T• :/· ·\ (" Y ) ... i L'; {~'P '. , 16. Amoun_t. of line 14 ta·xable at· 15% ~ate · , , t ;I"\( Y6) . '" ··-.· ·: ·, , ... _. '• · ''': '(ln.ciUde ValueS from Sdi9dul9 Ko'r Sch'80ule M~) ~~ ~: .. · ·-'·0! "~~-· ··'·.f.·~, ... ~ ... :,';.;~. 17. Principal tax due (Add tax from line 15 and from line 16.) ·(17) 351.00 1 B. Credits Prior Payments Discount Interest •. (18) + 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) ------------ . Z!O - 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE . (20) 351.00 A. Enter the interest on the balance due on line 20A. (20A) ---=3~8-"'-2-=--. 7_4 ___ _ B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B) 733.74 Make Check Payable to: Register of Wills,: Under penalties of perjury, I declare that I have examined this return, incluaing accompanying schedules and statements, and to'the best of my knowledge and belief,· it is true, correct and complete. I declare that all re_ol estate has been reported at true n1arket value. Declaration of preparer other thon'the personal representative is · based on all information of which preporer has on)' knowledge. ' " _ · • .. · SIGNATURE Of PERSON SPONSIBLE FOR FILING RET RN ADDRESS "'DA.,T""E--------~ 421 Fayette Stre.et, Belle Vernon, Pa.~1?012 July_J,, 1990 ADDRESS 138 Third Avenue, N~w Eagle; Pa. 15067 DATE. • J'llly ~:t ' 1990 142 Fallowfield Avenue, Charleroi, Pa. 15022 July ei , 1990 -~- .. .;. ' . -~ .. . , •• t : ~ . ; . ' ~... ~ " ' -· :. ' .· • '< ·' . r. . . ., .. PLEASE ANSWER THE FOlLOWIN~ QVESTJONS BY PLACING A CHECK MARK ( v) IN THE .A:~~ROPRIATE:BLOCKS~ · · · · .c. · • ' S..t· ._.,> . . (C,') _j g it! ... .. . .. :. : . . ·. ~:'-.:::; :::;.. t.O> ~ • YES NO · l--l 1-v:..r-. - -.. ~-~ .... , 1. • Did deceden't.~make a transfer and: ·::---. -.--) r..J --, _ _, ~ ... ~..;: . . d· retam;th~-~se or mcome. of the property transferred, .............................. , ........ h----+-~ ....-:::;-C.r .• ~ 0 !::;:~g. r~tainctnf3Jight to designate who shall use the property transferred or its income, f---+-~ ••• 0., ~- c. retain a reversionary interest or ................... _. ......................... · .... _ .................... f----+-----,-- d. receive the promise for life of either payments, benefits or care? ....................... 1------+------'-- -. 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property, without receiving adequate consideration? If death occurred after Dec-ember 12, 1982, did decedent transfer property within one year ·of d h . h -· ·.. d 'd . 2 . eat w1t out rece1vmg a equate cons1 erat1on .................................................. >-----1---l . . 3. Did decedent own an 'in trust' for' bank account at his or her death? ........ , ............. L,__--l:,_____J If THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE-SCHEDULE G AND FILE IT AS PART OF THE RETURN • . , .. ··'· .. . ' i - "' ~ : . . -... ". .. • -~ \. ~-~~---:·t· ~:·.p ·' ;~-"' .. . ' l ; -~' :'t t , ... : ,. ~ ''" . • '... . ...... ' .,. ..... .1' • ' r ~ ~ .,. .. . , . • • ..... ./ .. . ..; '· • ,. r-• . , RE¥'1~02 EX+ (7-83) COMMONWEALTH OF PENNSYLVANIA 'INHERITANCE TAX RETURN . RESIDENT DECEDENT ESTATE OF 'JOZEFCZYK, AGNES SCHEDULE II A''' REAL ESTATE FILE NUMBER 63-71-199 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule''F") All real estate ihould be reported at fair market value which is defined ai the. price at which property would be exchangec;l b!ttWeen a willing. buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of th~ relevant 'facts. · · · · ITEM N.UMBER 1. DESCRIPTION • One-half intere-st in lot or parcel of ground situate in the. Third Ward of the Ci~y of.Monongahela, Washington County, Pennsylvania~ being Lot Number Fifty-Seven in the Plan of Monbngahela Teriace conveyed by~de~d dated August27, 1942 to Joh~Jozefczyk ~tid Agnes Jozefczyk, his wife. John. died April 4i 1960, thereby vestin~· title·to.Agnes; ·Agne~ died.· Januar:y 21, ! 971, int.estate, her. heirs-at-law being her ~hiiaren, Julia.P~p§o~~ Geritruae:Vowala, William Jozefczyk~ Stanley Jozefczyk, Edward Jozefczyk, and .Joseph ,;Joz~fczyL Value. set at three time the County assessment of· $1,950.00, at time of d~ath . TOTAl,. (Also enter on line 1, Recapitulation) (If more space is needed ins.erl additional sheets of same size':) ";""5:<' .J T•, ~ . ,: " VALUE AT DATE OF DEATH $5,850.00' $ 5,850.00 !• ., :-~~~ :1 I I. I 1 ; . q3ane the r.oG;:1691 r~~c:313j··--~ ro. Bolo b7 lmllb B•o& Co. Ioc.. "'laton ••• PobllaO.,.I I ....... "·"'··-•• Alii ... Plu......... ... .... J ~{ ~ <,-_1_ &''ttutrdttrt l ~ . t ! . i "' the yeGr of 1 I ANDREW PAPSON and JULIA PAPSON, his wife, of the City of I I I. \ j l , Monon~ahe la, Washington County, Pennsylvania; WILLIAM ~Q_ZEFC~YK 'and . i I I I I I• ) . I. I . l· ! HEti:N JOZEFCZYK, ,his wife, of the Borough of. Charleroi, Washington County, Pennsylvania; ~~-~YK, unmarried, of the Boro~gh of Donora, Washington County, Pennsylvania; ED~~-_!Q~_F;_FCZYK and · GERTRUDE JOZEFCZYK, his wife, of Milwaukee, Wisconsin; GERTRUDE_DOWALAJ . -. .-. . -------._ I and JOSEPH DOWALA, her husband,, of Englishtown, N.ew Jersey; THOMAS -. ! I I ~-:'fK. and S~SAN JOZEFCZYK, his I wife, of the Borough of Belle Vernon, I . . I j Westmoreland,County, Pennsylvania; JOHN JOZEFCZYK and ALICE JOZEFCZYK,! I his wife, of the Borough of New Eagle, Washington County, Pennsylvania; . . . . I and CLARA JOZEFCZYK, widow, of the City of Monongahela, Washington . County, Pennsylvania,· Grantors AND . . I CLARA JOZEFCZYK, widow, of the City of Monongahela, Washing-: ton County, Pennsylvania, Grantee i Wftnessetb, That the said part ies of th4 first part, for and in conaideration of the .tum of / .-----------------~-----·-ONE. ($1.00)-----------~----------------DoUGr~i l4wful money of the United States of America; unto them in hand paid by the said party ! I of the second part, at or before th4 seGling and delivery of these presents, the receipt whereof: i remi.sed, rele4sed, and quit-cl4imed, and by these i is hereby acJmowledged, ha ve • I presents do-remise, rele4se, and quit-c'lllim unto the said part y of the second part, and to ! , . her heirs . and assign.'; forBVBr, i au their ri~ht, title and interest in and to ALL that certain lot'or piece of ground, situate in the ' . ' Third Ward· of Monongahela City, Washington County, Pennsylvania, being i Lot NWilber Fifty-seven (57) in the plan of ''Monongahela Terrace", as j I recorded in Plan B~ok Vol. 3, pages 2 and 3, W~shington County Records and bounded and described as follows, to-wit: SAID Lot fronting Thirty (30) feet. on the South side of Lincoln Streec and excending back of equal width between Lots NWilbers ,:. ' I .. ':· 1 .• -~ .... ,._. ·.· l---,· 1·. ; \• '' ' i. I i· I· i 'i'· li ~ ,; { ! ' .J ·~ ~ :• ; I I ' ' -i r ~ ~;, :4 i _,. I I I i i ---· -------------------------------------- ) ,, '! . -------·--·······------------------n ·-- I , . Fifty-six (56) and Fifty-eight (58), a distance of One Hundred (100) feet to a division line. HAVING erected. thereon a two (2) story frame dwelling. BEING tHe same premises wherein John Jozefczyk and Agnes Jozefczyk, his wife obtained a 1/2 interest by deed of Josephine . i I I i I Jozefczyk, unmarried, dated August 27, 1942, and of record in the I I Recorder's Office of Washington County, Pennsylvania, in Deed Book Voli 658, page 639. The said John Jozefczyk died on the 4th day of April, 1960, wherein thia ·1/2 interest became e'nfeoffed in Agnes Jozefcllyk, :.-~ '•, I \ •• ·~·. • his wife •. The said· Agnes Jozefczyk died on the 2nd day of January, . ·.:. :·. ·: . 1971, ·intestate~ 'I~aving ·as her heirs-at-law, Julia ·papson, her daughter, William Jozefczyk, her son, Stanley Jozefczyk, her son, 1 Edward Jozefczyk, her son, Gertrude Dowala, her daughter, and Joseph Jozefczyk, her son. The said Joseph Jozefczyk died on August 11, 1973, intestate, leaving as his heirs-at-law, his wife, Clara Jozefczyk, and his two sons, Thomas Jozefczyk and John Jozefczyk. I The actual consideration of this transaction is three times '.--. i. .. .. , ... , . . :·. l l . ~j I ' ~~~;~_:_~e;-a~~s-~nt_ of~$T~~-5~~o~~~s:sso~o~ __ ... COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ---tl q t SS: ) On this /0 +~. day of August, 1976, before me, the undersigned authority, came the above named ANDREW PAPSON and JULIA PAPSON, his wife, WILLlAM JOZEFCZYK and HELEN JOZEF~ZYK, his wife, STANLEY JOZEFCZYK, unmarried, THOMAS JOZEFCZYK and SUSAN JOZEFCZYK, his wife, JOHN JOZEFCZYK and ALICE JOZEFCZYK, his wife, and CLARA JOZEFCZYK, widow, and acknowledged the foregoing Indenture to be their act and deed, and desired the same to-be-recorded as such. WITNESS my hand and notarial seal the day and year aft•resaid. My colllllliss ion expires: Jan. 31, 1977 . I' •. I f t ' l REV-1547 EX (12-89) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 1 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 10 BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBU.RG,_ PA 17128·0601 ESTATE OF JOSEFIZYK OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE 09-24-90 AGNES FILE NO. 63 71-0199 DATE OF DEATH 01-21-71 COUNTY WASHINGTON NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: REGISTER OF WILLS KRIS A VANDERMAN ESQ 142 FALLOWFIELD AVE CHARLEROI PA 15022 WASHINGTON CO COURT HOUSE WASHINGTON, PA 15301 Amount Remitted CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX (12-89) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF JOSEFIZYK AGNES FILE N0.63 71-0199 ACN 101 TAX RETURN WAS: ( X ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule. B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/ Administrative Costs/Miscellaneous Expenses (Schedule H) 1 0. Debts/Mortgage Liabilities/Liens (Schedule I) 11. 12. 13. 14. Total Deductions Net Value of Tax Return Charitable/Governmental Bequests (Schedule J) Net Value of Estate Subject to Tax 14' ) CHANGED ( 1) 5,850.00 ( 2) .oo ( 3) .oo ( 4) .oo ( 5) .oo ( 6) .oo ( 7) .oo ( 9) .oo ( 10) .oo 15 and/or 16 and 17 wi 11 NOTE: If an assessment was issued previously; lines reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 1 7. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) 07-03-90 . 545345 382.63- (15) 5,850.00 (16) .oo AMOUNT PAID 733.74 TOTAL TAX CREDIT ·DATE 09-24-90 ( 8) 5,850.00 (11) .oo (12) 5,850.00 (13) .oo (14) 5,850.00 X.06= 351.00 X. 15= .oo (1 7) 351.00 ~ \ ~. 351.11 J BALANCE OF TAX DUE .llCR * INTEREST .oo IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION' TOTAL DUE .llCR OF ADDITIONAL INTEREST (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR) YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1 2. 1982 --If any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries 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 lawfut Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of ·Section 1 7 40 of the Inheritance and Estate Tax Act, Act 255 of 1982 (7 2 Pa. C.S . . Section 1 7 40l. · PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on rev.erse side. --Make check or money order payable to: REGISTER OF WILLS, AGENT. All payments received shall first be applied to any interest which may be due. with. any remainder applied to the tax. REFUND (CR):· A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "App.lication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 24 Revenue District Offices. or from the Department's 24-hour Forms Ordering telephone lines in Harrisburg -(717) 787-8094, in Philadelphia -(215) 560-2065. or in Pittsburgh -(412) 565-3601. · OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions. or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: ADMIN- ISTRATIVE --written protest to the PA Department of Revenue. Board of Appeals. Dept. 281021; Harrisburg, PA 17128-1021. OR --election to have ·the matter determined at the audit of the account of the personal representative. OR --:appeal to the Orphans' Court. CORRECTIONS: Factual. errors discovered on this assessment ·should be addressed in writing to: PA Department of Reve·nue. Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 1 7 1 28-060 1. (717) 787-6505. See page 3 of the booklet "lnstruc.tions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency. or nine (9) months and one ( 1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum ·Calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by .the PA Department of Revenue. . The applicable interest rates for ·1982 through 1989 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1986 10% .000274 1983 16% .000438 "1987 9% .000247 1984 11% .000301 1988 11% .000301 1985 . 13% .000356 1989 11% .000301 1990 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT x. DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ( 15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice. additional ·interest must be. calculated. I l -~ ---·--·--· -·-----.-·----.....,--~~ ' .. No.M545345 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX (12-86) DEPARTMENT OF REVENUE OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND FOlD HERE· RECEIVED FROM: -Kris A •. ~anderma~, Esq~ 142 Fallowfield Ave. Charleroi, Pa. NT'! ~1. ; Washin'g.ton 15022 (LAST) ' Agnes (FIRST) '. .. v I) ·~· ; .. \~ .· TETAX ACN ASSESSMENT ·CONTROL NUMBER 1 01 .· ... . · t. ' ~ '. -" ";' .m AMOUNT $733~14 ; • .. DATE OF,DEAT~ { of-21 ~7-l . " n $733:.14 ... TOTAL AMOUNT PAID--'~'-------- .v:g;( ',{cat ... 38-143-6 .. / J.tf 7 ~ ~ •' . ~ trf .. <. TD . ~EAL · ;, ' . \. __, . ,., "'~ ... ..... .... ' .... REMARKS . ' REGISTER OF. WILLS