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HomeMy WebLinkAboutOC1971-0425 - ESTATE OF SENTINEKR CC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J NAME OF REPORTING FINANCIAL INSTITUTION PI'M'sIDreOH NATIONAL BHTK-CHAFi?FOI 0EFICE Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: j-r ADDRESS CHARLr;;ROI,PAt 1;022 II/} ACCOUNT NO.OF JOINT,!,;. TRUST OR INVESTMENT DEPOSIT~(S::.::a:..:..rl::.:ng::D.:::..sL-)_OO=..:3~S8:::..3/.::::6________~ NAMES ON ACCOUNT 0 I iJ OR INVESTMENT Mrs.Mary Sent1nek or William John Sentinek DECEASED JOINT DEPOSITOR,William John SentinekTRUSTEEORINVESTOR _ ADDRESS 55 :Dawaoa A.~.»}lo;-U!Ch;,pl:ef'e1,PEb 15022 DATE OF DEATH ---jh~S ....7~1-------------­ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _MrI:oll,;l:"..........MaW:LI:~~S;u:e:untll.l.1u;;n:c.eklL---------- ADDRESS _---.,;6::.::o:;=::.3~E==lm:::=....;S::.:t:.:.:.L.~B~ox~ll~S.L'..!:::S~to~c=.!lkd!!l:!Blali!l:.5e!.&._'PU!a!.L.......li1i:,;iSu.l4.lo!.B3.z..·__.....-_ RELATIONSHIP TO DECEDENT_...:;M;;;;,;;o;...;;:th::.;e;,::r ---------- DATE DEPOSIT OR INVESTMENT .6WASESTABLISHED__~1l;;;;;.-....2_-~7~_ BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH $-----'6liJ.l1$1o!J-rj.7~~------------- !?Ma~.~8flittl~.)Signature TITLE RCC-134 (1-69) COMMON~EALLH.'pFPENNSYLVANIA DEPARTMENT OF REVENUE BUREAU"OF COUNTY COLLECTIONS ,IN'pERITANCE TAX DIVISION 'J OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:---A:A'S'PPP::Y:i::J:ilft-fi~2!i:!2fy,+19y.7j-:.1J------ County __WnABJS~HCl.luNII.\,;GuTl.IODN _ County File No.C;J -7/-Jf;2 6..) Bureau File No._ We have received notice that,~.xxlXXXJ..xx..ux.'tXXXXXX."Qly_V_y.xX,.v_..\X..v_v..XX:CV_y_y.Y.xx..."<XXX."Gi. on ...April.5,19..1L,you came into ownership of certain property mxkxxxx .transfer from WILLIAM JOHN SENTINEK 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:,It.SaJdngs Account #0035836 held 1n the PITT~1.JiCl:I ~L'lTIGN.".I.E..'.NK,CWARLEROI OFFICE,CHARLEROI,PBNNSYIiW\NIA.In tbe names or MaS.MABY SFJJTTNI£KOaWII.lIAl4 JOHN SiNTINEICGptmed---NQvemG81"2,1967.Balanee as at date at death) ~615.75 appraised by the Commonwealth,as of the date of death,at $615.75 SO %of this amount is taxoble ot the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT (Agent for the Commonwealth) ASSESSED BY:_ DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amovnt within three (3)months of the date of death of the decedent,or on or before....Jw.~5"19.71 .you may deduct a discount of 5%of t e amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,stotutory 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 TOTAL AMOUNT DUE APPRAISED BYJt.4khfA'eC:.L.o "/l.j (Inheritance Tax Appra iser) $ $__·~·m~7~•..cBoI-7 _ 18.47 ---_92----- $-------- $:=:================ 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: iAGElfl fOn IrlE L'OI~IMlJNwVtALfH COURT HOUSE WASlBNtUOI~.PENNA.__..15301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the pe!:sgn.ta.whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title .~,.Amount Paid -' SS: 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 oLthe 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:_ 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 Wills Form RCC-2 ....... DEPARTMENT OF REVENUE B~~JU·OF COUNTY COLLECTIONS '<HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Ap:r.g ?.<>.J.~.(lP:.. COUNTY w.:~~h~!1.~.?~. FILE NO §?=7.~=4.?.?.. Whereas,.w.illlam J.QJm p.gn:tj,P.:~.~late of ~g~~~9..f.1e;tF~~.~9.~. in the County of ~9.-.~.~P.g:t,..9.A Commonwealth of Pennsylvania,having died on the :.f.~~~day of .Ap.r.:t.~19 7.:I:..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania', I Therefore,I,FRANCES LEO 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ Jt.Sa',ings Account #0035836 held in the PITTSBURGH NATIONAL BANK, CHARLEROI OFFICE.CHARLEROI~PENNSYLVANIA.In the names of MRS.MARY SENTINEK OR WILLIf..M JOHN SENTlNEK.Onened November 2.1967.Balance as of date of death,$615.75 615 75 -- Having been duly swo.rn according to law,I do h~reby certify that the a~ove appraisement is made in con- formity with law on this .....................s:?.6..~........day of ........:::::......:...........::..:..::.~~..:..:::...R>.~:........:~.......~~..~<..... Appre;.er ..,....."",...................................................................................................................................................W (Number and Street) Penna.........................................~.................................., ( t Offiee) WASHIl'iGTON..............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of \'lILLr.AM.J.QHN $~'I.'.:I:.~. Dereased. Late of .N.QRTH C.HA.RI$.nG-J:. Date of Death,4~5.~7l.. Appraisemel!t Docket Vol.,. Page,No 9.3.~z:L.~.4?2 . Filed in Register's O[fice,Apr..il ?.9.19.7.:l . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,.. Entered and charged,.I' .f