HomeMy WebLinkAboutOC1971-0392 - ESTATE OF BOZOVICHRC C-43 (e-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,Pennsylv::mia lnheritance end Esta,te Tax Act of 1961,
we herewith submit the following report:'
NAME OF REPORTING
FI NANC IAL INSTITUTI ON ~·Pl..illiLllt.o.!otl.lil·s!A/b~ul&r~giU.b~1'fIo:JJa.5iLt:....iio.lQoU;n..u;aLllI;,..,."I;B;u:;aWnUlok----
MoDonald Office
ADDRESS -----------..l:lld~er;;t'D..4g~A~il~1,(i1,4"T,--dPIl4·a.!h•..---:!1~5~Q.§7+-'.•-----
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT=,.,-..,~8~1-li1:-l9!lh7H14f-9544.4 _
NAMES ON ACCOUNT
OR INVESTMENT -"-......M.....r.....Suti~MUiilalilO.r'*'y_BokLZ~O,;L;vlL.i....c.....h~Ou.r_'~MlJ.,r~$+.-E'&:"'¥.I'oOol,lllw..lD>i&lie;:...'......Duilw;RlO--'
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Mrs.Malt""Bozovich
ADDRESS __~R,;;.,.._0....;·.·•....;--"#:...;;;J;.Lt---'-"M=CD;;;;;...·o=n=a=l=d=.,~P..:::a;,:..._1=·5::.;0=:5.....''---_
DATE OF DEATH February 7,191J.
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR ..........M....rs..·_.......E=v.....o....-tl.u.n~e~DLQaOiWQI--_
RELATIONSH IP TO DECEDENT-iEJ*aM:1:lKigflli'ft,e,t:e-efl'I!\I-'_
DATE DEPOSIT OR INVESTMENT '.
WAS ESTABLISHED ~iUh 2',1963
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__5.,..:.,6Y.ll~OI-l•...w6~2 ---:.._
.~
Df:eF CJ 5",..3/@ t:./{::-/(,f.J ~
-S""/:,o~('S--?-.?/)-::cf:-Y~~~-
Signature TITLE
R CC-134 (1-69)
CCMMONWEALTtl Or-PENNSYLVANIA
Dl:PARTMENi OF REVENUI;
Bl REAU OF COUNTY COLLECTIONS
INH't,RITANCE TAX DIViSION
TO:~ms.EVONNE DAN
SOQ SEVENTH AVENUE
OFFICIAL NOTiCE Of INHERITAN:e TAX
APPRAISEMEl'oT A~D ASSESSMENT OF
ASSETS ~OTSb"'8J EeT TO ADMINISTRATION
Date:__M_Q_r_ch_1_6.....:,_1_9_71 _
County __'v_a_s_h_i_n.=g:.-t_o_n _
--.....;C;.;.:A=R=NE::.;:G:;.:I:=E..L'-=P:...;;;;;E;.::.:NN~S:..:Y::.=L~VA:.:.:N:.:.::I::.:A~_.=.:151 06 County File No._
Bureau File No.~3 -7;-:3 9:<~
We have received notice that,.xxxxxxxXXXXXXXXXXXXXXXXXXXXXXXXXX
00 February 7 19...1l.,you came into owne:ship ·,f certain prjperty throug .-,
~~transfer fron,MRS.HARY nOZO:VICH,deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers a~e taxable
a,d the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby a~sessed consists ,f:Jt.Bank Acct.81 1974544~held in
the EITTSBURGH NATIONAL BANK,McDOUAL[i OFFICE,McDONALD,PENNSYLVANIA.In
the names of MRS.MARY BOZOVICH......or MRS.EVONNE DAN.Opened,1-26-62.
Balance as of date of death,$5.61Q.62,
appraised by the Commonweolth,as of the date of de:lth,0"$,5,61Q~c62_J
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
(Agent for the Commonwealth)
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 :May 7 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__-,n 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
"'-/TOTAL AMOUNT ~UE".-;t IVlVVV
APPRAISED BY:~L.O--;/./'./(.""~~
{Inheritance Tax Appraiser)
$
$2,805.31--~-..;....;...---
l(i8.32
8.42
168.32
AMENDED ASSESSMENT
$_~2~r;......;vo~~_-..::::3......;._/_
/·CY"C 00
Y '?C?____....J...:t...............~_
$===::::2=~==-S"==::<::=====
INSTRUCTIONS TO TAXPAYERS
Mab checks or money orders payable to:To insure proper credit to your a:count
t~is Official Notice must accoml=0ny
your payment.Mai·'j or bring it to:
AGIENT FOR THE Cm~lrJH:aLt.h ..jfJ
tOURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of fhe
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.ii<¥'
Date Paid Name and Address of Payee
...,.,.........
OfftciaJ 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,wi,th 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 required}
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
.~
--,.....
','
00
.0 D
AmDunt Paid
Amount Paid
TOTAL S
5ignature of Taxpayer
Register ~f Wills
Offic al Ti -Ie
(attach separate shee-t if required)
J..~.
·0...C'f Approval:_
'I;Oii hav,!~lready paid this tax to an executor,adllinistrator,attorney or other personal representativeot.th·, .
"......'}..tlf~"J.~rwardin~to t~e.Co~monwealth,list below the date paid,nane and address of th:!perton !o whom
;~~'pay.ment,their offICial title and the amourt...¢........,_'.00 •
Name and Address of Payee
,O~....
:'-°er certain circumstances,if,after the date of de.]th 0:the decedert,yOL personally paid funeral e-xpenses
:~1her just debts of the decedent,with funds derived frem the property herein taxed,such amo Jnts E"xpended
o 0'0 ~Y.iq.ualify as deductions against the gross "alue of the prope·ty in the computation of tax due.If on)""j,~~,"ditures meet all of the three following tests,it is recommel"1ded t,at you itemize the payments below,
",0'Ute tM amdavit,~nd return this notice.The Registe-r of Wills will examine the debts claillled and allow
',e which he determines to be proper.The tax wm the"be recomputed ard you will receive CIIl am ..nded
o .,.sment of tax.
<,.,)iou'actually paid these debts out of the account or property described above and can furnish proof
o •01 sl,lch payment,if required,and
~--,."!-
."'.,·T.hese same debts are not also claimed,for tax pU'poses,by an exe:utor,administrator or other
."<'.p!rsonal representative of the decedent handling he acministration of the general estate of t~e
d.cedent or any other transferee.
Of THREE TESTS WHICH MUST BE MET ARE TIiA T:':'A"'~""'"......·tVtl ",
':~TOu were personally legally responsible for these debts,and....
it.:-......"~';',~~OMMONWEALTH OF PENNSYLVANIA)
,0 55:';:"1~~O,U~TY Of:J~}
:'I,~Dw hereby cerdy tl-.ot the foregoing is a just ond true statement o,f
~'u.elal expenses and other debts of the decedent,I forwhid I
...e~ally ruponsd~lf'and which I did payout of the property herein fax:!d.I further certify,that to the
but of~y ~nowjedg~I1r){1 belip.i,these same debts will not b!!claimed by any ether person,for inheritance
-.to)purpOws
~}~ti ••0 SUBM:RIBEO BEFORE ME THIS .2 ~DA'r OF
:.'t,,o&+j.,-,.,__':£__19..2L.
~:q;.~~l:.,f,l,U;·;[~O!I '"';;._"~".:L"S~~~"·"I .~~I REPORT OF REG,STE.~"()W'wW!~Sr'·'-M3f:1",.lii'r1e-r .'.. •'1.Ca.;~"il,Bm,~nd';"ig".cr,d'ulf'etiA~JRegister of Wills in and :or tl:e above courty,do respectfully report that I
~l tlave .Ibwed deductions listed above i..,the total amount of $•
,I·0
'(
F,mn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE '-22-71...................4,........................,...................................................,
DEPARTMENT o.F·REVi~UE RESIDENT INHERITANCE TAX COUNTY ........~~'?:~h.~.r,l,g.~..9!}..................................BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127 A?PRAISEMENT FILE NO.......Q3..:7.7J~.3..9?..........................._..................,
I Whereas,..............................................MRS.......MARY....:6.Q.2.Qy+.QH....................................,..late of l'1cDona1d...............................................................................................................
in the County of .......................................W.~.?'.h.t.p,.g:!t.9..n ...................................'.......................Cc>mmonwealth of Pennsylvania,having died on
..the ..,......................................$..~y.e.nt.h ..............................day of ...................'f..~9.;.~~~y .............................19.......?~seized and possessad of an estate
I
I subject to Inheritance Tax under the laws of the Comn:onwealth of Pennsylvania;
Therefore,I,............................................F.R.AN.C.~...J~Q................................................,an appraiser duly appointed according to law,
::-taving been designated to make a fair and consdona:>le appraisenent of the said estate,and to assess and fix
-:;he cash value of all annuities and life estates gro\>Ting Jut of said e3tate,hereby file the following :appraisement:
In the event that any future interest in this estate is tnnsferred in possession or enjoyment to collateral heirs of the decedent after
I the expiration'of any estate for life or for years,the Commor:wealt:1 hereby expressly reserves the right to appraise ar,d assess transfer
I hheritance taxes at the lawful collateral rate on any such fu~ure interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpolel
•
Jt.Bank Account gl 1974544,held in the PITTSBJRGH NATIO~AAL BANK,
MC DONALD OFFICE,MC DONALD,PENNSYLVANIA.In the names :>f MRS.
MA3Y BOZOVICH OR MRS.EVONNE DAN.Opened l-26-62.Ba1a.."1:e as of date
of death.$5.610.62 5,610 62
1
I
i
1
-
fom:;~~bl:~::t;,:,W~~~~i~Z::u.~::~~~~~ert~~;~~~;(~~~
pra er
...."......"....."...................~......................"................"..........."".............
u ~~Street).....................................".................................';'/..4.f..;;...........................,Penna.
Post Omee
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS..•...J1ARY B.QZQVIGH .
Deceased.
Late of
."'.:t1~])QNA.~]).
Date of Death,2:-..7:-..71 .
Appraisemcl!t Docket Vol.,.
Page,.........................................No..§:3..~.7~~:3..9.?.
Filed in Register's Office,.Apr:t.J.,??19 .7J
Anwunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.,.
Entered and charged,
,
"
'~..,