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Home My WebLink AboutOC1971-0434 - ESTATE OF PINCHALK.' ,, COMMONWEALTH OF PENNSYLVA*I~IVE 0 DEPARTMENT OFREVENUEBO~EAU OF HARRISBURG COUNTY COLLE:';nONS RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE j ._~,~._--..:.;~'" Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street1'·...,....i'Harrisburg,Pennsylvania b~arSir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION 1e1.1oD tlat10nal Bank •~,CO••Donora OfA" ADDRESS :;c:a MotfJan A~••iJonon.P:t.l!iO)) ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_2--..0--..a--.."O~1....:,41:.::;;·C4~.'·:::.....4.::.:.~.-'--....,...-_ NAMES ON ACCOUNTORINVESTMENT :Hie8 I4retta S.nnohfllk ~r Rrn.llt'~bon Plncbalk DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __---'l;,Mr=,=o.~·=Ba=:'b=....;::c8%\::.;;.::..,.=Pi=D=C.::::ha1~·~k:....--_ ADDR ESS h..;.:30:.--M.:-.\l.:-.l'J_I"......::flI:-·.:-.A.:-.Veml.::.:.=·.:.:.e,!!...,..:to...:.ftO:::·.::~-=a?..J...:'..=8.=..•..:l~SQ::::.·~~3~_ DATE OF DEATH 'eb~5,un..SURVIVING DEPOS:::IT:::O::R:-,-----~---:::-------------- BENEFICIARY OR INVESTOR __H_Ss_a_..·_to_h_'_t_ta_._8_e'_p_tn_.o_ha:_J._~k_·_ ADDRESS u_30_·_·~_...__,._A"l_C'C_~_._n_o_no_r_a...:.._Pa__.;.._J$.:-.-O..:..:)3=----- RELATIONSHIP TO DECEDENT~_J)aqb--=·.•:....t_e_J'_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED A~p$t 29.1902 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__·=),~9=~S~·.;..:;;0!a~_ ~,7'?07',S:(Q ~%,~IIy..dS S-%~.(~-S-?/).:;S'7~ !I ~.AM "..,.~..{. Signature TO:...MTSS..IDHETTA s.PINCHjlIJL L130,MIIRHAY tmr:wu; RC"C-',34 (",691 COMMONWEALTH OF PENNSYLVANIA "_~PAtRTMI:~T.OF REVENUE BUREAU OF COUNty COLLECTIONS INHERITANCE:TAX DIVISION ,.1> OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSeTS NOT SUBJECT to ADMINiSTRATION Date:~--J:1y~it~r.c.lcb~1...,_JJ...;9~7~J~~---- Coun ty _---:1:JU1itol,.;;lr;~rl.LlI.LlIt\[;~TJ.JO.JJNLlL-_ .DONOItA,PllJNSl1,.VANJA 15033 County Fi Ie No....,.-- Bureau File No.c:.J--//1/~..7 </ We hove received notice that;~~dfJOOfxxxxxxxxxxXXX'XXXXXXX"iXXXXXXXXXXXXXXXXXXXXXxxxxX on .February 5·..19,2L..;you come irlto ownership of certain property through ~~ ~~~transfer from MRS.B,J?B f\RA PINCHALK,Deceased. Under the Inheritance and Estate Tax Laws of the COnimonwealth of Pennsylvania such transfers are taxable ond the liability for the payment of the inhetitonce tox due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Savims Account#2Q$-0'l-4l0L.-Ol held .in theMELION NATIONAL-BANK &TRllST.COMPANY"PONORA.OFFICE,flONOHA,pl·~!mSYI.v!lMTA.Ttl the namesof'MISS.LORETTA S •.JlINCHALK,ORHP..S,BARBARAPINCHAK.Opened 8-29-62.BDlance D5 of date of deo.th*$,3 ,<U..5.04 appraised by the Commonwealth;as of the date of death;at $.3.945.04..... ..50 .%of this amount is taxable at the rate of 6·..,% QRIGINALASSE.SSMENT DATE or:ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT AMOUNT OF TAX DUE D If you pay the obove amount within three (3)mtlnths of the dote of death of the decedent,or Oh or before Hay 5 .,19 ..71 .,you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (lS)months after the date of death and;inadditioii to the tax,statutory interest at the rate of 6%of the tax per annum is olsa due os of *~_ 19._._.in the amount of *If the tox is hot paid by the above date additiohOl interest is due at the rate of 6%per annum until paid TOTAL AMOUNi DUt $ll8.35.$=..~.g!jt::=:{-::::•.6'<=====<::==== ASSESSED BY:_..=======_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAyERS P~_'.-._~__",__....,~..._.~ ,j 1530\ Make checks or money orders payable to: ;;t:Y~,qp eX',(0-C. ~c/2/77/ L d'#_-/,,1 f:%F0 To insure proper credit to your account thiS Official Notice must occompany your payment.Mail or bring it to: f".....~."Ii L \..*~.;E (~...,iiJl u COURT HOJSE ''-fe. WASfHNGrON,PENNA. If you have already paid this tax to an executor,administrator,attorney or other personal represenlative.of t,he. decedent for forwarding to the Commonwealth,list below 'the'dai~e paid,name and address o"f the person to whom you made payment:their official title and the amount.••~,-.. 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,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__. 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 $--------0 Date of Approval:....;...._ Register of Wi lis If you have already paid this tax to on executor,administrator,attorney or other personal.representativeo"he decedent for forwarding to the Commonwealth,list below the date paid,name and address of th~person to.whOm~;- you made payment,their official title and the amount..,',1~~11~1".·..~. '.f ti'\-q"Vi',t ~,"'\','.tf.t:W~'_ "Dqte Paid'Name and Address of Payee Official Title Amount ~91~__~l"Wi..1 aners ation Dot.of Approval:_ I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report.tHot I have allowed deductions listed above in the total amount of $•, ":,~ \:',\' SWORN AND SUBSCRIBED BEFORE ME THIS --:.13.L;:.t......h _DAY OF April 19...:?l... COUNTY O~Washington l,-aIoretta S.P:1nchalk hereby certify that the foregoing is a just and true statement of fun.ral expenses and other debts of the decedent,Barbara Pinchalk .__,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 tox purposes.;l~ F~ ~,~~,if THE THREE TESTS WHICH MUST BE MET ARE THAT: REPORT OF REGISTER OF WILLS (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) i , SS: TOTAL $ 2-You actually paid these debts ollt 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. ;ct,' "-";~i ..;.,~ .<0 ',.';"f'''-...........")l.! Under certain circumstances,if,after the dote of death of the decedent,you personally paid funeral expenses:~~iI or other just debts of the decedent,with funds derived from the property herein taxed,sU'ch amounts expend.d;~)'.;~i,~' by,you may qual ify as deductions against the gross value of the property inthe computation of tax ~u••.H~y'~~ such expenditures meet all of the three following tests,it is recommended that you itemize the payme"ts b!t!"'o~, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed a~..;..q1_~ those which 'he determines to be proper.The tax'will then be recomputed and you will receive an amended >~'! assessment of tax..•.J:~~~1.', ;,..~,f1·;·).'~-. ,~"."'".».J;.~.~......to....·..,.-.,. 1-You were personally legally responsible for these d.bts,and 1~, ,1 -~..y':. RCC-43 (5-65) /' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BtfCE1¥£O HARRISBURG CO/JNry ~&AU Or: LLfCr·OCo'I Ne:1£811/2 v 27fN 7/ J 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: NAME OF REPORTING ./~ FINANCIAL INSTITUTION HeUon a.tlona1 fk\nk "'ll'wtt Co.,Dono.-Off1ce u j {., ADDRESS f)'01 Mclean A'ilU1U$,Damlra,)?t\.1~'3 ~J.Aj'u/ ACCOUNT NO.OF JOINT,{)/1 TRUST OR INVESTMENT DEPOSIT_....l.;zJi21&:!...Ql~··1o::..~34uloll.:8..Q1~.&10..'---_ NAMES ON ACCOUNT OR INVESTMENT Mrs.!2arbaX"A Plnobalk or Mina LomttM S.Pincbalk DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR "*,0.Ba rba1"9 Q1nobttlk ADDRESS 4JO~·~~---.,;.._:--=-._A_ve_*..:;,_AXl_·_n_0J'_"-=._P_8......._ DATE OF DEATH :-:=:-=-P_e_b~•...;;..5..::.._19..:..,·..:..71 _ SURVIVING DEPOSITOR,"- BENEFICIARY OR INVESTOR_lUs_..._··_O_~_-_._t_w-,-S_._P_in_Ob_l._lk_·_ ADDRESS -=4.30tI£.~~=.~_:j;:.:iII:.;::enua=·:J!!,......Do::.;=n=o=...:ra::.!,~Pa::.::.=--_-__ RELATIONSH IP TO DECEDENT:::1)_G....;l1P=--ie_.--:...._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Oct.8,19M BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_..::::;l;&.;,h;::.9la..:::,.::..:;93.:..·_ 71/?/?@ ~%;-j/'.yYS- ~%AJ~(S--S-7/).~,.f<~/Signature TITLE .u,,~.Hp. RCC-134(1-69)"~I ICOMMONW'£:ALTH OF PENNSYLVANIA •Df::PARTMEia OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_--=.::l-iIS=S;..-,:LO::=;RET=':.:T:.:,:A:.....:>=.C',:,;..,-=P-=IN=.:,.::.:CHA=L:::K~~_____ 430.HUllliAyAVENUE DONORA,,PENNSYLVANL\",15033," Dote:l{arch 1,J 97] County HASHINGTON Couilty File No._ Bureau File No. ~e have reteived notice that,)~~ on ,February 5 '19--41,you tame il1to oWhershipof 'Certain property through -.,.cx.xx ',Wi f •transfer from l1RS.BARB1.FJ\PINCHALK,Decea.sed. Under the Inheritance and Estate Tax L.aws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the pdyment of the inheritance tax due is imposed upon you,as transferee. The property on which tax IS hereby assessed tonsists of:Jt.Savin~s Account 11192-01-3418-01 held int.he MEU,QJjNATIONAL H AUK &TRUST COl-1PANYdDONORiI,OFFICE~DONORA,PNNSYLVANIA.In the narnes off>.1RS.B:'RW·RA pure.!\IX OR NISS LORETTA S.PINCW,IJe Opmed 10-8-65.Br'lJance as of dl1te of dea+,h tJ ,h%.93 . appraised by the Commonwealth,as of the date of death,at $1,l~91h9J _.....5:..;:0'-%of this amount is taxable at the rate of 6 %' ORIGINAL ASSESSMENT AMENDED ASSESSMENT bATE OF ASS~SSM~NT TAXABLE AMOUt-ll L.ESS:ALLOwED DEBtS NEt TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the dote of dedth of the detedent,or on or before May 5 19 71 j you may deduct a discount of 5%of the omount of tax due,or o This tax become delinquent,fifteen (15)months dfter the date of death and,In addition to the tax,statutory interest at the rate of 6%of the tax pet annum is also due as of*_ 19__·in the amount of *1£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 $ $---47:.t;'i4-'l....J!p;;7f-----$-------- -----~----- $================= APPR AI sED BY:-~:.l--!:~~~.:.".Lb'="'b--'-ASSESSED 13Y:-'--'----'---_ (Agent for the Commonwealth) I_N$r~UCTldNS 'TbTAXPAYI:RS Make checks or money orders payable to:f 0 ihsure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: COURT HOlolSE WASHINGTON,PENNA.1530J If you have already paid this tax to an executor,administrator,attorney or other personal r!?prese~tative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person f'j'wh_om I you made payment,their official title and the amount.~.~'• Date Paid Name and Address of Payee Official Title Amount Pciid 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 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 requ ired) 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__. REPORT OF REGISTER OF WILLS Si gnature 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 $" Date of Approval:_ Register of Wills ,i',.,~.....,.,,:""",,:, Fonn RCC-2 .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Ap;:.:i,,+.?.7J ~.CZ7..J.:.:. COUNTY w.?,.§.h:i".Mt..9.g .. FILE NO §?:.?.~:~?..~.. Whereas,~.~.~~:?:.~:b.:?:!.:?:~~~.~:?:.P~late of p..'>.~'>.~C3:. in the County of W.~.$..hIDgt.9n.Commonwealth of Pennsylvania,having died on the f.~:X~h day of :X~~.~':l.Cl:r.:y.19..7.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,F.EANCE.S.J#.!0.,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. I Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ Jt.SavingS ACCOilllt #192-01-1l,,18-01 held in the NELLON NATIONAL BANK &TRUST CONPANY,IDNORA,OFFICE,DONORA,PENNSYLVANIA.In the names of MRS.BARBARA PINCHALK OR MISS LORETTA S.PINCHALK.Opened 10-8-65.Balance as of date of death 1,494 93 Jt Savings Accoilllt #208-07-klOl.-Ol held in the MELLON NATIONAL BANK &TRUST COMPANY.DONORA OFFICE,DONORA,PENNSYLVANIA.In the Yl!:lmr:>Q ,.,of'MISS T.ORE'l"T'A S PTTlrr.HAT,K OR MRS 'RLlR'RJ1RI1 1-"1\Il:H IT.I\0 8-29-62 Balance as of n::lt.e nof'ne::lt.h 1.9lcIi ~ . 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 ...................r;;;z.1.~.........day of ................................~...........................~...........................~L . .............................................~........~.........~................... Appraiser ....................................................................................................................................................................Iv (Number and Street) Penna...................................................~......................., (Post 0 e) H..H..WASHINGT.QNH...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS.BARBARA PINCHALK................................................................................................... Deceased. Late of DONORA". Date of Death,H?~5.~7J HH . Appraisemel!t Docket Vol.,.H HHH.. Page,.H..HHH..H...H..H....H.HHHH..HNo.63-71-434................................................ Filed in Register's Office,~?:r::~.~~.?H 19 .?~ Amount of tax due,$H H . DEPARTMENT OF REVENUE Received, Examined and Approved,H H HH H . Wrote abo.ut Appra.isement, Appeal j"om Appraisement,HH H.H H H . Entered and ch(Jrged,HH..H HHH HH H HH ..~ ~.