The URL can be used to link to this page

Home My WebLink AboutOC1971-0560 - ESTATE OF KVEDER·- RCC-134 (1·69) • '--.. COMMONWEAL"rH OF PENNSYLVANIA 'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: FitANK KVEPER R.n. 1/1, Date: ---l*-·fa!'!:'~Jr--921;1r1:::-'11-'i~f9'j+1 ------ County --v~iA~S;»:~Hf:l:UMK:*!-T~O~N------ County File No.---------- Bureau File No. {z,J-7/-St. 6 Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the I iability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: J't,.Hele Banlc Aeeo1mt #OS•049,1· 2 20 aela, · 1..R tAe1FlflS!l' NATlONA.t. 2~IK &c TlWST COIWANl,.WASI:liNO'l!Oll,P~NSlLJJANIA,ntiDilUCK'.00,.1nl OFfiCi; 1960. aaJance as ot date of death,$31096.79 appraised by the Commonwealth, as of the date of death, at $ -...,J~1..,.(~)9JJ;;6J..•-+7::;.9---- 50 %of this amount is taxable at the rate of_-cill,--% 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 Jul.;y .26• 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 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 $ /S~7. /;/6 $-~~~---------/ ¥7:3. ¥1 92.90 ;/. c; 7 ----4....64----- . 92.90 $ ~ 17 . -======== APPRAISED BY:-~-~244'~.-ea£-Y'pi~'"?l.J. ASSESSED BY: ______________ _ (Inheritance Tax Appraiser} (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must acco!TitJany your payment. Mail or bring it to: .. -u ··1 nE .• (hmt.d~ ·· -" 1"\~~·--. ~ :.·· COURT HOUSE WASHINGTON, PENNA. 15301 r other persona hepre"''"entat i ve of the If you have already paid this tax to an executor, admini:;1rator;-attorney o decedent for forwarding to the Commonwealth, list below the date paid, no me and address of the perso:n to vi'liom you made payment, their official title and the amount. · . . ........ .. .. Date Paid Name and Address of Payee Official T itle Amount Paid .. "' ou personally paid funeral expenses erein taxed, such amounts expended in the computation of tax due .. H any Under certain circumstances, if, after the date of death of the decedent, y or other just debts of the deced.ent, with funds derived from the property h by you may qualify as deductions against the gross value of the property such expenditures meet all of the three following tests, it is recommended execute the affidavit, and return this notice. The Register of Wills will e those which he determines to be proper. The tax will then be recomputed that you itemize the payments below, ' . ~ -. xamine ,the debts claimed and allow and you will receive an amended assessment of tax. -' , I ., 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 execu personal representative of the decedent handling the administration of tor, administrator or other decedent or any other transferee. · .· the. general estate of tbe SCHEDULE OF DEBTS Date Paid Name of Po ee Description of Obligati on Amount Paid (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: "• TOTAL $ 1, hereby certify that the foreg oing 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 pay out of the property herein to best of my knowledge and belief, these same debts will notbe claimed b xed. I further certify, that to the y any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ . REPORT OF REGISTER OF WILL I, the undersigned, duly elected Register of Wills in and for the above co have allowed deductions I is ted above in the total amount of $ ·----- Date of Approval: _____________ _ Signature of Taxpayer s unty, do respectfully report that I 0 Register of Wills ~ • ' . COMMONWEALTH OF PENNSYLVANI4ouN B~~~Etv£0 DEPARTMENT OF REVENUE rr co[l.U OF HARRISBURG HA" I Ltcr10N I 9 4 $ NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: 3? f/f '11 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report: ' NAME OF REPORTING First National. Bank & Trust Co. FINANCIAL INSTITUTION Washington, Pa. ~F~'r~e~arce~r~ic~k~t~o~wn~-~o~rtv.•ir.c~e~---------------~ ADDRESS Fredericktown, Pa. 15333 · ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 05 04951 2 20 ~ NAMES ON ACCOUNT '-{.._ ~ ' ORINVESTMENT Helen Kveder or Frank Kveder ~ ~ DECEASED JOINT DEPOSITOR, Helen Kveder TRUSTEE OR INVESTOR----------------~ ADDRESS~ __ R_._n_. _l.....;,;.__F_r_ed_e.....,r_i_c_k_to_w_n-='-P_a•.:_:l=5.::.3::.;33::::_ ____ _ DATE OF DEATH April 26, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Frank Kveder ------~--~~~----------------- ADDRESS R. D. 1, Fredericktown, Pa. 15333 RELATIONSHIP TO DECEDENT.-=-_S_on ____________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED July 2, 1960 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH$ 3.,096 •. 79 ____ _.....;;,.__ __ ~-------------------- Signature / ss • sfffl!'E j 4 4 .-.............. ~, --' .,.~. ·••.: ·:~'"' ·,··.,· .. ·. If you have,already paid this tax to an executor, administrator, attorney or other persor..o~ rep~il!sentativ•·of.the:. · decedent for'forwarding to the Commonwealth, list below the date paid, name and address of the person to~w~om. you made payment, their official title and the amount. :~ · ,. ... Date Paid Name and Address of Payee Official Title .·.,.. ... ~· _, ..... 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 wi II then be recomputed and you wi II 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 actuaiJy 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 claime~, for tax purposes, by on executor, administrator or other personal represen·tative of the decedent hand I ing the administration of the general estate of the decedent or any other transferee. • · · SCHEDULE OF DEBTS : Date Paid Name of Payee Descrijl_fion of Obligation Amount Paid,. ),_ ~0-71 Fl"Ank Kvenl"lT' Pav f'or Kev to saf'etv Den Boc ?, c::o .io:..n FT'An k KveneT' Rfllnt. fnl" SAfAt.v nAnn<dt. hnT ~ no i;-1 t;-71 Frank Kveder Centerville Telenhone Bill 27 .7Ji . 26-71 FranR K vede_r Funeral Expenses 11209.51 ; I !)-'3-71 Frank Kveder Memorial Stone 200 .00 ',., .. , Lt-?.0-71 Frank Kva.der Fathl!J-r Vnentine SAd] .Ale 10.00 .. . ' TOTAL $lh.7'3 .81 (attach separate sheet if required) COMMONWEALTH OF PENNSYL VANI.A) SS: COUNTY OF: Washington ; .. I, Fral'Jk Kvede.r hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, He) en K1zeder , for which I wealegolly responsible and which I did pay out of the property herein taxed. I further certify, that to the M5f of '"1 il~towledge and belief, these same debts will not be claimed by any other person, for inheritance ta•~us. ,,., SWORN AHO SUBSCRIBED BEFORE ME THIS 26 DAY OF ......,_._......__ ___ __,__~.,..._ 19 _11:1 ., .,v. I, the undersigned, duly elected Register of Wi lis in and for the above county, do respectfully report that I \ fi6n allowed deduc · ns listed above in the total amount of$ (i;-7 3 -J;-/ · ~~teofApproval: z_-7/ . ftL:~; ~~ Register of Wills · .•. Form RCC-2 • , · A.BEPAJ,t'IJ'IENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ J.U..rle .... 4., ...... 19'(.l ......................................... j COUNTY ........... .Yf.~~.h.t.z:J,gt. . .9.!?:. ..................................... 1 FILE NO •............. ??. .. :?.~:.?..§.?. ......................................... . Whereas, .................................. J~.~~.L.K\!.~.P.~ ......................................................................... late of ..................... ~~~.P.~.~.9..~T.9~~---········································ in the County of ......................................... W.AS.HING.T.ON ............................................................ Commonwealth of Pennsylvania, having died on the ................................... .26th .............................................. day of ............... 1\..pril ............................................. 19 ...... 7;), seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; 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 inheritance taxes at the lawful collateral rate on any such future interest. assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpous $ Jt. Held Bank Account #05-04951 held in the FillS NATIONAL BANK & TRUST COl1PANY, WASHINGTON, PENNSYLVANIA. FREDER.ICTION OFFICE, FREDERCKTO\rJ.N PENNSYLV AJ:UA. In the names of HELEN KVEDER OH FRANK DVEDER. Opened 7-2-60. Balance as of date of death...t. $3,096.79 3,096 79 form~;V:fh bl:~ ::~~worfl~~: ~:; 0~·~~~~~;7E~i;_::tis ~:I;": A ra1ser wrr::;.~· ·························································· Penna . .................. , ............. , (Post 0 e) I I ....... JlAS.HJNGTQN ...... ............................ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .HELEN . KVEDER. Deceased. Late of FREDERIGKTQV.JN .......................................... .. Date of Death, .......... .4~?.~-:::TJ:.. ....................... . Appraisemel!t Docket Vol., Page, No. . .... 63.~7l~.56.0 ....... Filed in Register's 0 ffice, .... tl..WJ:.€3 ... 4 ...... 19 .. 7~. Amount of tax due, $ .............................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, ~ t·