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Home My WebLink AboutOC1971-0223 - ESTATE OF BARNA:. T ... R C C-43 (5-65) COMMONW~LTH OF PENNSYLVANIA D~PARTMENT OF REVENUE HARRISBURG NOTE: TOBE SUBMITTED IN TRIPLICATE \ · Pennsylvania Deportment of Revenue Bureau of County Collections . 26 · S. ·4th Street Harrisburg, Pennsylvania Dear Sir: · · Pu~suont to Section 742, Pennsylvania lnherit~~ce and E~tote Tax Act of 1961 we herew1th submit the following report: · · ' NAME OF REPORTING i=INANCIAL INSTITUTIONMBLlAii H.tnOI.AL BABE AHD. 'IRUSI COMPANY . . . . CIWUIEROI OfFICI ADDRESS . CJWU,'QOI, PA. 1S022 ACCOUNT NO. OF JOINT, . . TRUST OR INVESTMENT DEPOSIT · 189•lt•94()(W)J. --~------~--~----~------NAMES ON ACCOUNT un.'f<rau IVaufiD' n1:1. ·JOuu 0 tum:u. ORINVESTMENT ~ .. ~ .. ~ · ~· .• ~· DECEASED JOINT DEPOSITOR, J.OBH... O. BARR .. •. :/7 TRUSTEE OR I:NVESTOR __ _:_., ____ • _ __:.V __ .....;___;_ ___ _:___ ADDRESS ll• D., 11, Box 464 , ! •• DATE OF. DEATH . 12-2o-10 SURVIVING DEPOS:-;:IT;;O~R:-, ----~~------.:.:___,..; _ _:__ __ BENEFICIARY OR INVESTOR WlWAM 8VAN$lCf . ~--~--------~------- .ADDRESS R. D. /11, Box 464 Charleroi, Pa. 3$022 RELATIONSHIP TO DECEDENT s ...... Laif .~-~---------------DATE DEPOSIT OR INVESTMENT .,. ~-••· . · WAS ESTABLISHED • .-. BALANCE, INCLUDING IN::T:::E=RE=:S::T~~.-... --. ---;--;w---------- DUE, AT DATE OF DEATH $ ____ u_7_9_e3_2___:::...__~~--:--------- # -,.~ ,. --~o.J Y f!j o:JJ TITLE J RCC' 134 I 1-69) COt,l;MONWEAL TH 8F li'E-NNiSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFIC,IAL~OTICE OF INHERITANCE TAX AP.PRAISt:MENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: WILLIA~f EVANSKY R.D. # 1, BOX $64 CHARLEROI, PENNSYLVANIA 15022 Date: January 6, 1971 County loJ'ashington County File No. _________ _ Bureau File No. C:.J-?/-p('...:! J We have received notice that,~Wl'~~UXXXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXX on December 20 19_1_Q you canie into ownership of certain property through~~ ~Xl ~ransfer from, JOHN G. BARNA, 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 • Bank Account #189-12=9400-01, held in the MELLON NATIONAL BANK f1 TRUST C0}:1PANY, CHARLEROI OFFICE, CHARI.EROI, PENNSYLVANIA. In the names of WILLIAM EVANSKY or JOHN G. BARNA. Opend, July 1, 1964. Balance as of date of death, $679.32. appraised by the Commonwealth, as of the date of death, at $ 6 79 • 32 · 50 % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DJ:BTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the d~ ·of tea~ of the d;'fdent, or on .or before . arc 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 unti I paid $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _3_.:;_3...:.....9...:..... 6::.....:6;___ __ _ $---------------- 20.38 1.02 20.38 $ ============== ASSESSED BY: _____________ _ Make checks or money orders payable to: 'P~ -Q /fiJt. v~ .. o?~:.~ /Y?/ ~c.-:z!/ ,.# /4 Y/ 7 .Y (Agent for the Commonwealth) UCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: ..•... , . '-~ 'LiE =or.~MuNiiitfilTH GulHfi HOU$E ~;'J.1S~IrlGhH'l, PEi~iUt 15301 If you hove already paid this tax to on executor, administrator, attorney or other personal representotiv_e of the decedent for forwarding to the Commonwealth, list below the dote_ paid, nome and address oitbe-.pwson to,wh~. ·· you mode payment, their official title and the omoun~. ..-.. · . .., : · Dote Paid Nome and Address of Payee Officioi.Title Under certain circumstances, if, after the dote 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 on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts, and 2-You actually paid these debts out of the account or property described above and con furnish proof of such payment, if required, and 3-These some debts ore not also claimed, for tax purposes, by on executor, administrator or other personal representative of the decedent hand I ing the odmin istrotion of the general ~.state .of the decedent or any other transferee. · · SCHEDULE OF DEBTS Dote Paid Nome of Poy_ee Description of Obligation Amount Paid t . TOTAL $ (attach separate sheet rf requ r red} COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE ________ _ I, hereby certify that the foregoing is o 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 h!!rein taxed. I further certify, that to the best of my knowledge and belief, these some 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 deductions listed above in the total amount of$ --------• Date of Approval: ______________ _ Register of Wills I Fonn RCC-2 ....., . . DEPARTMENT bJI' REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... J:t:ar. .. C.h. ... .l, ..... .l..97A ........................ . COUNTY ........... W.~§_h:j,ng~.9..P.: .................. . FILE NO. . ........ ??..:?..~:.?.~.?. ........................................ : ..... .. Whereas, ........................................ Y.'.9.hn .... G: ...... :J3.~m~ ................................................................ late of ........................ ~?~~:.I.:?.~ ...................................................... . in the County of ................................................ W.as.bingt.on ...................................................... Commonwealth of Pennsylvania, having died on the .................................. 20th ............................................... day of ................ P.~.C.::.~l.ri.l?.~:z:: ................................ 19.7..'?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................... .A.LFRED .... T.OS.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 foHowing 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 $ .T+ 'Q..,t.,.., ., J.!Hl0 .. 1?-0J.()()_m hP-ln h• t.he MF.TJ.()N NATION AL BANK & 'l'R.UST COMPANY C:HAR.IEROI OFFICE~ CHARLEROI, PENNSYLVAN IA In the names of ~VILLIAM EVANSKY OR JOHN G. BARNA. Opened July 1, 1964. B a1ance as of date of death. $679.32 679 32 . forrn~;v!,':~hbl:: ::~h~w<>l"ll~~~: ~.~ o~~~~==~~P~;;;:,i~ ;::;~: App 1ser ········································································································· ... .................................................... .............................. a/~~t). ................................ , Penna . . . ................. Washington ..... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··················· .. .J9®. ... ~'-····J:3.~~~~-··· Deceased. Late of QJ~.r..l~r.9.~ ..... ···························································· Date of Death, ..................... 12:~?~7.0 .................................. . Appraisemeut Docket Vol., Page, No .... ?.?..~71-223 ····································· Filed in Register's Office, ~~-=~----~·-·············19 . .?.: .. Amount of tax dtte, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, h Appeal f1'om Appraisement, Entered and charged, l