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Home My WebLink AboutOC1971-0476 - ESTATE OF TROPAKRCC-43 (5-65) ___~3-7/-'!l~ '.,'COMMdNW~ALT';OF'PENNSYLVANIAcou '8~~C£:ltJ;i£O DEPARTMENT OF REVENUE Nrr'r.c..atlJDF HARRISBURG Ii.LEcr,1(Jj11nAYIJ~$ May 11,1"1 1120 Au.·#111 )fIg 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 Inherita~ce and Estate Tax Act of 1961 we herewith submit the following report:' NAME OF REPORTING FINANCIAL INSTITUTIONMBLWN RAflatAt Bm SID ftmS'\'r.m.f?Altt '<mtmtBft()IOWICl, ADDRESS QlW\tAmOI,FA.J50aa ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 64~16h'"------'--------- NAMES ON ACCOUNT CA.~ftOl'Ait on BLUAl'lWm ZmltARCiiXCORINVESTMENT....•, DECEASED JOINT DEPOSITOR,CARt mOPA!TRUSTEE OR INVESTOR _ ADDRESS li01t 464 CoIatburl,Pa.lS32h DATE OF DEATH S-h·71 SURVIVING DEPOS;';.IT::;O:::R=-,---m-lJ-xz-a.-.-m.-·-".-n;.r.a-w-ao-.-D'P-..-------- BENEFICIARY OR INVESTOR I#'tIr__....._Rt _ ADDRESS Boa 464 ConlNJtS,Pee 2531h RELATIONSHIP TO DECEDENT DAtJOH'IBll,=---------------DATE DEPOSIT OR INVEST"W_~ WAS ESTABLISHED BALANCE,INCLUDING IN=T=E=-:R~==Jy-6-12------------ DUE,AT DATE OF DEATH $__,__-_ ~~~Cf(S'7~.}j -::'-I{71 g.o~ <j 7tr.D &,Q b '70 -=--2 ~7./J-g- S-o.;o ~=-/1-.3 L RCC-134 (1-69) COMMONWEALTH ·OF P-ENNSYLVANIA DEPARTMENT OF REVENUE BUR"AU OF COUNTY COLLECTIONS .'INHERITANCE TAX DIVISION OFFICIAL NOTICE OF It-lHERITANCE TAX10._.. .APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION / Bureau File No._ TO:ELIZABETH ZOLNARCHIK Date:May 17,1971 BQ.X 464 £-/..3 0/U 5"!GEed tJ4y ~/I.tJ County _~W=AS=IU~NG~T~O~N _ CQKEDlJRG,FEJifM3TI;3l&bFM 1 ,~2li C £.€1tJ /Ifc1 .t4R/ZO..JI/4County File No._ !'S..J'O/ We have received notice that,a:s"UXrk~XXXXXXXXXXXxxxxxxxmxxx:nxxxxxxxxx:xx:.x..v_v--xxx on May II .19-.:z.l.,you came into ownership of certain property through r .. ~~um transfer fr~m CMiL TROPAK,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.Savings Account #64-16435 held in the NELLON NATIONAL BANK AND TRUST COMPANY,CAIffiLERQI OFFICE,CHARr:EROI,P1<~l\TNSWTAl\rrA In the names of CARL TROPAK OR ELIZABETH ZOLNARCHIK.Opaned.9-26-52.Balance as of date of death.$9.576.12 appraised by the Commonwealth,as of the date of death,at $_---.::9.L,..:::.57.l...6.::...:.:1.::..2~_ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT 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 August 4 19 71 you may deduct a discount of 5%o(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__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 until paid TOTAL AMOUNT DUE $ $_--=:t4.1J,7l..::8::.:::8~.0::..:::6:...-.__ 287.28 ____Jd,.~.2 _ 287 .28 01.3 7~S? $/¥'r.l.i'Z APPRAISED BY:~"::::::';-b,.--~:..d1.<~t....L~~.p.&::.~~.ASSESSED BY:_ {Inheritance Tax Appraiser (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS , Make checks or money orders payable to: ~:7J(~.~ '~J./3S:3.0 . 30 ~/77/ (,3-7/~1f7~u' To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: Abb'iT tUn HiE ('OMMLN.~f:. COURT HOUSE WASHINGTON,PENNA.1 ,. 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 b~ow.tk.e date paid,name and address of 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 t~e 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 wi"examine the debts claimed and a"ow those which he determines to be proper.The tax will then be recomputed and you wi"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 the'se debts olit 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 dececdent handling the administration of the general estate of the decedent or any other transferee.. .:2 SO.t7 () Amount PaidDescriptionofObligation fAJ,.I.j (>..-r+.h:t:;J SCHEDULE OF DEBTS ,. Name of PayeeDatePaid , (attach separate sheet if required) TOTAL $ '=~A~~~~ STATE OF ARIZONA SS: COUNTY Of MARICOPA ) I,Elizabeth Zolnarchjk hereby Ce;,tify that ~forego::is a just and true statement of funeral expenses and other debts of the decedent,0!.d h f l!fapa ~,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. REPORT OF REGISTER OF WILLS SWORN AND SUBSCRIBED BEFORE ME THIS_......19'---OAY OF July 19-11-. ~()~.4A~,.~~n7 Pub]j C I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully./liport that I have allowed deductions listed above in the total amount of $•.v \;. Oate of Approval:_ Register of Wills .- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION No.!/7{',flf?/ IN RE: ESTATE OF CARL TROPAK,deceased . • AWARD OF FAMILY EXEMPTION UNDER SECTION 211 OF THE PETITION FOR SETTLEMENT OF AN ESTATE OF LESS THAN $5,000 UNDER SECTION 202 OF THE FIDUCIARIES ACT OF 1949 AND OJ ~ '"t!jz?-~00"'°-ioo-<"'"°<-.3::llr~~1:lJ;;z -<•:u --til )0 (i )0 ;l -i .l:1 ~0 IJI-i~oo~\~ ~~ \ FIDUCIARIES ACT AS AMENDE:P::-~J~P """b'1 ~rn :;:r:;..:rPf~~'~'.~~-r.",~\\::::-,[, \lit ",'"~'I~.W ~-i ;-'J\.~'1- \'\ '~._..>,,."-'-...-I ~0".•'i ~.,J.·1 Eg;,~'~,,,,i >-00 -~G OF .1.949·,· -J J: :0--<:, .~ c;....J ,-v Ul ~,- t:...- ,) <::.. JESS D.COSTA. ATTORNEY AT LAW 107 MAIN STREET 8ENTLEY~ILLE.PA.15314 -}(/'~._<J'O /,?4-JJi/-..3 ~\/J/,tu--. ~\ '. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF ·No.t 3 '71 -l/l{· CARL TROPAK,deceased.·· ., PETITION FOR SETTLEMENT OF AN ESTATE OF LESS THAN $5,000 UNDER SECTION 202 OF THE FIDUCIARIES ACT OF 1949 and AWARD OF FAMILY EXEMPTION UNDER SECT!ON 211 OF THE FIDUCIARIES ACT OF 1949, AS AMENDED. TO THE HONORABLE P.V .MARINO,JUDGE OF SAID COURT: The Petition of THERESA TROPAK,respectfully represents: 1.That your petitioner is the widow of Carl Tropak,who died on May 4,1971,a resident of the Borough of Cokeburg, Washington County,Pennsylvania. 2.That decedent and petitioner were married at Pittsburgh, Allegheny County,Pennsylvania,on November 26,1925,and the petitioner was a member of the decedent's household at the time of his death. 3.The decedent died,intestate,leaving his only heirs at law,your petitioner,Theresa Tropak,his widow,and the following children:Ethel Hobson,113865 Vollmer,Colorado Springs,Colorado,and Elizabeth Zo~narchek,4301 Westgreenway Road,Glendale,Arizonia.All of the heirs at law of the decedent are sui juris.No Letters of Administration have been granted on the decedent's estate,and no application for Letters of Administration will be made on the decedent's estate. -1- ... 4.That the only asset in the above estate consist of the following: Savings account in The Union National Bank of Pittsburgh,Bentleyvi~le Office~,.in the amount ~f ••.••.•.•.$1,682.37. 5.That your petitioner has paid or will pay from the aforesaid funds,the,·following debt of the decedent: Thompson Funeral Home ••••Funeral Expense •..••••$1,526.00 6.That after paYment of the above debt which is proper claim against the estate of Carl Tropak,the balance remaining in said estate is the amount of $156.37. 7.That your petitioner claims the aforesaid balance of $156.37 as a part of her Family Exemption under Section 211 of the Fiduciaries Act of 1949,as amended. WHEREFORE,your petitioner prays,that your Honorable Court make distribution of the asset aforesaid by awarding the asset to her out of which payment has been made or will be made to the creditor set forth in Paragraph 5 and the balance of $156.37 be awarded to your petitioner as part of her Family Exemption and that The Union National Bank of Pittsburgh,Bentleyville Office,be authorized and directed to make paYment of said savings account in the amount of $1,682.37,plus any accumulated interest thereon,to Theresa Tropak,your petitioner. And she will ever pray. ;Jh.u.£!n X:.l...fl.m~tdL...-__ Theresa Tropak -2- COMMONWEALTH OF PENNSYLVANIA ) i COUNTY OF WASHINGTON ) SS: Personally appeared before me,the undersigned authority, THERESA TROPAK,who,being duly sworn according to law,deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of her knowledge,information and belief. Theresa Tropak Sworn to and subscribed before me,this 7th day of May,1971. :Notary Public ~-.THERESA MUTO'N~tary Public.Canton Twp••w.Shingt30n19CG.1• ,E Ieo September.ifMyComml:s,on xp r > -3- .... >, o IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF CARL TROPAK,deceased. : .. the authority of / ---'4~-'--+-'1971,upon 0 R D E R ~/CJ --AND NOW,this day of, consideration of the within Petition Section 202 of the Fiduciaries Act for settlement of a small estate and also under authority of Section 211 for the Family Exemption,'under the Fiduciaries Act of 1949,as amended,it is ORDERED and DECREED that the Savings Account in The Union National Bank of Pittsburgh,Bentleyville Office,in the sum of $1,682.37,plus any accumulated interest thereon,be paid over to Theresa Tropak to reimburse her for the expense paid and to be paid in the above estate and also as part of her Family Exemption.That a copy of this Order shall be adequate authority for The Union National Bank of Pittsburgh,Bentleyville Office, to make paYment of the aforesaid Savings Account in the amount of $1,682.37,plus any accumulated interest thereon,to Theresa Tropak. By the Court, :4a7 U,1971 ..,t ..~-¥.-t,...., -~,.) &.-3-7/-47" .rl Of PENNSYLVANIA"-lIte{;flVE Oe'p.K I ti.ENT OF REVENUE .Julr';r ~~.~'i o~LOt I _.'/iAiZRISBURG •./.r-r 1 .'(j, IIAY 1.1 :tI.s ii 20 AH 'IJ NOTE TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.11th Street Harrisburi!'Pennsylvanio Dear Sir: Pu~~.uant to,'Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submIt the following report: NAME OF REPORTINGFINANCIALINSTITUTIONMKLUIf NA,.raJ1L JW(K MID fRtm ca.(l-..\trr0JWUkft0tOnlO1 ADDRESS mwtt.l1tOI,P/u 15022 ACCOUNT NO.OF JOINT TRUST OR INVESTMENT 'DEPOSIT 6h..1.taIa.s5NAMESONACCOUNT-----.1'1"'"--..,---------- OR INVESTMENT CAltL ftOI'U (It IY.IlATJI,\:I ~OWAJlCi1I1 DECEASED JOINT DEPOSITOR,ejRL.morAETRUSTEEORINVESTOR _ ADDRESS 80:4~r__barl,Ptae 15324 DATE OF DEATH _S-h-ll SURVIVING 'DEPOSlTO';;R-,-----------.--------- BENEFICIARY OR INVESTOR &LIt.AB8'!M ZOIMAIDUI ADDRESS s.464 Con...,Pa.15321& RELATIONSHIP TO DECEDENT DAl"QHTD DATE DEPOSIT OR INVEST~~---------.-..:----- WAS ESTABLISHEDBALANCE,INCLU DI NG IN:::T::-E:::RE.S::::-1-.- 6 ------·-------- DUE,AT DA TE OF DEATH $Y,)1 .~_.__ ,l f • II_(~,.j-~, "I Signoh;re TITLE RCC-134(1-691. COMMONWEAL TH OF PENNSYLVANIA. DEPARTMENT OF REVENUE BURE~U~F..COU"'TY.COLLECTIONS .'·lfoll'iERITANCE TAX DIVISION .;.... OFFICiAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSl:TS NOT SUBJECT TO ADMINISTRATION - TO:ELIZABETy ZOLNARCHIK ...fl -llal(f!f 4'.-4..7 ££Ar ~7~ COlfftFmRGj PEb!WWlAbII4 15324 ~ Date:---.lU;q,e!11l~y:"""1*i+",,.........J:.:1W'>fl-:!1:------- Coun ty __..1:ly,TwA..:lSnHT.wf.l!.¥j;i:.JTw..,O,mNI..-_ County File No._ Bureau File No._ We have received notice that,~$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on May 4 19-21.,you came into ownership of certain property through .~U>.AJ>.A.''-iV\.AA transfer fromCpJ[L TROPAK,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.Savil'1is Account IIbk-J6l.35 held in the W':T.IpN NATIOUAL BANK AND THWiT COMPANY"CflHliLbHOI OFFIC~~,CBAIUFR(1)P:OOiSYLVA1>lIlh In the names of eMu.TROPAK Oft ELIZABETH ZOLNARCHIK.Opnned.9-26-52.Balance as of date of death,$9,576.l2.---,-_ appraised by the Commonwealth,as of the date of death,at $ .9,576.12 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMOO DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before August L 19 7J ,you may deduct a discount of S%of the amount of tax due,or o This tax became delinquent,fifteen (lS)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 until paid TOTAL AMOUNT DUE / $ $_~4..,.,.J..J78,;;u8.l.A.~Ql.L6 _ ____:lJ..J.Q _ $==/::::::::::~=<=</=7====== APPRAISED BY:~(".-,''>£j)",t~.ASSESSED BY:_ (Inheritance Tax Appraiser (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: Make checks or money orders payable to: ~h ,30,//7/ -<9 /SS ..3..s- £-~<6WSdJ AGE~l 4~li 'HiE C( CD1URT L.<,,;;~WAse,NUOR,P~N"A. ..,d 15301 ...~\.,j If you have already paid this tax to an executor,administrator,att"orn~y Ot other personal representative of the decedent for forwarding to the Commonwealth,list below the date pa.1d,name and address of 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,itis 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 f~r 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 dece.dent 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 01=:_ 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 $• Date of Approval:_ Register of Wills REPORT OF REGISTER OF WILLS ------. ~YOu have already paid this tax to on exe~'u;~r,~dm,nistrator,attorney or other personal representative of the decedent for forwarding to the COIll"'onweol th ,list below the date paid,I''me oni oddress of the person to whom you made,payment,their official title end the amount../"r/ Dgte Paid Name and Address o!Pav_r,.~OfficlOi Title Amount Paid Under certain circumstances,if,otter the date of deott of the decedepf.you personally paid funeral expenses or other just debts of the decedent,with funds d~rl~rd fron the property herein taxed,such amounts expended by you may qualify as deductions against the gross valvE'J+the prcperty in the computation of tax due.If any such expenditures meet all of the three following tests,II I .recomrr ~nded that you itemize the payments below, execute the affidavit,and return this notice.The Register af Wille;woll examine the debts claimed and allow those which he determines to be proper The tax will then be recomputed anJ 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 pr~perty described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by on 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 J-f//~/7/it1u ~4j;'>J/-<--I.t.U ~fj4~.,1".f-'Iif f.:f 'lO £;.P.,.,...£,b -:'.5 CJ.(70 1!..,,1.-'-II-c.~~,. •"-t.t t'L-?;_-..nJ'~LAo..l~t-,J0/ -S'/IC/71 {..)AA.;~.D.L-hJ,"""'"/.•::r (f'Ei ...;:;£'-~••1 -/,,..,"~.,f _J''50S"~~ -5'//0/7/YI.,.,/?/'.',,'-"7/,?"0 "1'/~d ./.~ .),.,t'~.l (-·1 II J'eJ (JeJU"~,"~t~,J /::/r j)1-II /Jd,d /,'r1-r,d })("/,,{J.' '"fl'J(""5'f'~.rfd--dll,~r.:/,-"'_,<-)c rlJ ,..!.)'t/.11 J..II "~J I "J.....~L WI,,;,./,Is ~/..EJ~ l\:./.:."-p,,f ",)'.;,6-6 J..~1--t~t.).,j~L \ 5ftl/7'nj /(..)n.~.-I.,~'i ((f ",,&of'Cd c<:-.::,(".;)'to .:/),1 J._.c')t I eli .fl:..~<L't I/"1"'","•,\';"''',;:>.K, TOTAL $.:J Lj /:i ~~/) (attach separate sheet If required) ~A~~ANlX1 STATE OF ARIZONA SS: COUNTY Of MARICOPA I,Elizabeth Zolnarchik hereby C?tify that t!J.c,forego~is a just and true sta.tem~nt of funeral expenses and other debts of the decedent,_~0/7;~P<:l ~"for which I was legally responsible and which I did payout of the property herein taxed.I further c~rtify,that to the best of my knowledge and belief,these <;0"P rl('bts ..II ......bo:?-Iaimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS_....l.z..9_DAY OF ___..;;:.J...:;u..;;:,l.....v 19...1..L. II,,Si'rJ'·PUbl,(r I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully l'port that I have allowed deductions listed above in the total amount of $ Date of Approval:_ Register ofWills