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Home My WebLink AboutOC1971-0570 - ESTATE OF STANKO• ,. I ~ I~ 'i :' .o~'• ., ( RCC-134 (1-69) COMI.IONWEAL TH OF PENNSYLVANIA DE.PARTMENT OF REVENUE BUREAiJ OF COUNTY COLLECTIONS ' ).l'fHERITANCE TAX DIVISION QFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: NICHOJ.AS SXANKQ 326 SPRUCE STREET, CANONSIDmG,PENNSYI.VANIAe 15317 Date: ___ ......&:J,Maa.if,__.2"'6.1f;-.1.1..;z9+7..L1 ----- County __ ,~~W:aAo~:~suh;a.i n~gtgx..s.o,unJ.._ _____ _ County File No·-~------- Bureau File No. 0 3 -7/-S }(; Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the I iabil ity 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.Held Bank Account, held in the MELLON, NATIONAL. BANK &. TRUST COMPANY,CANONSBURG,PENNSYLVANIA. In the names of JULIA STANKO OR. NICHOLAS STANKO. Opened Aupat 1,1969. Balance as of date of death,$1 1437.50 appraised by the Commonwealth, as of the date of death, at$ 1.437,50 100 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amou.nt within ·three (3) months of the date of death of the decedent, or on or before July 28; 19 71 you may deduct a discount of 5% of the amount of tax due, or D This tax became delinquent, fifteen (15) months after the date of death ~nd,. in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of*-----~ l9 __ 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 $ ORIGINAL ASSESSMENT $--~'4·~4~37~·~5~0~---- 86.25 _ _ -~l..lL---- 86.25 AMENDED ASSESSMENT $ o2 -<../ 6 7_'.: 7 6 ..,:2-/OC 2 ~- dos- _____ _:__lo __ _ $ /7 /6 ====-===== APPRAISED BY: ~~.c..;, ,;(_f.& ~n) ASSESSED BY: _____________ _ (Inheritance Tax Ap~raiser} (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~ ~7 /~ t-7-7 J ~rf /3;13~; To in·sure proper credit to your account this Official Notice must accompany your. payment. Mail or bring it to: COURT HOuSE WASHINGTON, PENNA. 15301 If you hove already paid this tax to on executor, odll)inis..trotor, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list be)o'w rtte dote paid, name and address of ·the person to wh.om . you made payment, their official title and the amount. · ·• · · · I ~ ·. .,~ . ' "' Dote Paid Nome and Address of Payee Official Title · Amount Paid . ..,, Under certain circumstances, if, after the dote 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. youitemize the payments below, execute the affidavit, and return this notice. The Register of Wills will exomin_e the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will 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 actually paid these debts out of the account or property described above and con 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 genero.l estate of the decedent or any other transferee. · SCHEDULE OF DEBTS Date Paid Nome of Payee Description of Obligation Amount Paid - TOTAL $ (attach separate sheet if requ~red) COMMONWEALTH OF PENNSYLVANIA) SS: · 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 pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these some 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 hove allowed deductions listed above in the total amount of$--------~~ Date of Approval: _____________ _ Register of Wills . . . . . . . . ' ; .. ~ . ' ,. "i. ~ ', ....... ~· : ...... ~ .. ~ • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ·r HARRISBUR_G R c c.-49' (5-65) •· · May ·20, ' 197.1 . . ' ... ' NOTE: i TO BE SU~MITJ;'ED IN. TRIPLICATE Pennsyl.vania Department of Revenue Bureau of County Collections 26 S. 4th Street· ' Ha.rrisburg, Pennsylvania i Dear Sir: t, . '' '' ' ' I .~ Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961~' . ' we herewith submit the following report: · . ~AME OF REPORTING FINANCIAL INSTITUTION Wtt\on'National Bank & t;;uat Qompany ' ADDRESS ____________ ~l~we~a~t~· ~-P~tke~~st~r~e~e.~'~·~~c~a~no~n~s~b~u~rs~··L£P~a~ •. ~1~5~31~7~·-- ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_..;;;,ca~n:.;;,;,;o;.;;,;n,;;;_sb;;:,.,:ur~· . ~g~, _P..:::.a.:_• _1::.:5:..:;,3..:::.17;,;.· ·------ NAMES ON ACCOUNT . ORINVESTMENT ________ ~J~u.:_li~a~S.:_ta_nk~·~o_o~r~N.:_ic.:_h~o~l~aa~··~S~t~aftk~···~o~··---------- . DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR ___ ~J~u~l~ia~~~-a~nk~o ________________ _ ADDRESS 326 Spruc;e Street.~ _Canonsburg, ,Pa., 15317 · DATE OF DEATH -----.,..--4.:_•-=2.:::..8-;_;,7...::.1 ___________ _ . SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ N_l_c_h_ol.;_a_a_s_t_a_llk.,....o ___________ _ . ' ADDRESS._-,....· ---------------3~~.:-6...:..~.....;.p..:..r_uc_:_·e __ s_tt:_.e_e_t_; ....:.,·Ca_··· ._n_on_e_b_u_tg.:..•::.:..·· ..,..P_a_~ _._1_5_317 . RELA Tl ONSH I P TO DECEDENT_-=S=QD:u,;____;_· t::..,;.·--=-·-----------.,.--------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ----=B-.;...:1::.;,;•;.:.6::...9 ------------ BALANCE, INCLUDING INTEREST . . . DUE, AT DATE OF DEATH $ $1.,437 ~SO , 6~~1YJ7,j:a :f~,·~J.-. j---~ ~) j(.; $ ; '7'-3/ ·~~·~ Signature TITLE Assistan~"'Manager .. · .·.~ .~ .. '. '. ;' . .. ~. .~~ . . i :·, ;. . "-"" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC•43 (5-65) 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, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION __ P_i_t_t_sb_u_r_:g:.....h_Na_ti_o_n_a __ 1_Ba_;,:_:,nk...:.__ ____ _ ADDRESS 4 W. Pike Stree~, Canonsburg, Pa. 15317 ACCOUNT NO. OF JOINT, . TRUST OR INVESTMENT DEPOSIT 82-2028111 NAMESONACCOUNT -------------------------- OR INVESTMENT Mrs • ,:Julia Stanko or Nick Stanko DECEASED JOINT DEPOSITOR, Mrs • Julia Stanko TRUSTEE OR INVESTOR-------------------- ADDRESS _________ 3~a~6~Sp~r~u~o~·e~S~t~r~e~e~t~,~C~an~o~n~s~b~u~rq~,~P~a~·~~l~5~3~17~---- DATE OF DEATH Apri 1 28, ~97 1 SURVIVING DEPOS.:-:-:IT=:O:-:R::-,--=:.....~--:-~_;.....------------ BENEFICIARY OR INVESTOR __ N_i_c_k_S_t_a_n_k_o __________ _ ADDRESS _____ ~32~6~~~p~ru~c~e~St~·~·~~c~a=n~o=n~sb~u=r~g~,~P~a~·---=1~53~1~7~------- RELATIONSHIP TO DECEDENT.-=-__ s:...:o:..:.n~· ------------ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED X~ 8/8/69 BALANCE, INCLUDING INTEREST DUE,ATDATEOFDEATH$~1~,0~3~0~·~2~0--------------- -------------------------------------------------, RCC-134 ( 1-69) COMM~NWEfL'i'H OF PENNSYLVANIA D~PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION . OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: --tNf.:I:I~GK~a:£iTAMINIAIK0~---~-- .326 SPRIJCE STREET, Date: ------M~EW-41U:4.r, 1~9F-J7q..1------ County WASHINGTON County File No·----....------- Bureau File No. {;, 1-7/-o7a We have received notice that,~~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on April 28, 191.L, you came into ownership of certain property throug · · · DliitDmax~ix!dW!DJID!i· Transfer from MRS.JULIA ·sTANKO,Deceaeed. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the pay~ent of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of: Jt.Be]d Bank Accmmt #82-2028111 held 1n tbe PITTSSUi.Cl! NlTlON.U. SANJC,CANONSSURC,PiNNSil.VANU. In the RAms• of MRS.JtJW. STANKO OR appraised by the Commonwealth, as of the date of death, at $ __ ..~,.1'-'•0..,3.l!OoLoeu20o.w... --- 100 %of this amount is taxable at the rate of_ 0 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 July 281 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* _____ _ l9 __ 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 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ --1h,r4.IO~~o.,.o-01!2:Y.O---$--------- ,, .e1 ----~..09----- $ 61.S1 $ ================== APPRAISED BY:. :f...-.a£" ?(~ ,;.-~-v'~rJ ASSESSED BY: ______________ _ -·(Inheritance Tax Ap.praiser) (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 accompany your payment. Mai I or bring it to: .............. - COURT HOUSE WASHINGTON, PENNA. 15301 If you hove already paid this tax to on executor, administrator, attorney or other personal representative of )he decedent for forwarding to the Commonwealth, list below the dote paid, nome and address of the persorito w,om you made payment, their official title and the amount. ·· -. Date Paid Nome and Address of Payee Officio I Title Amount Paid Under certain circumstances, if, after the dote 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 con furnish proof of such payment, if required, and 3-These some 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 Dote Paid Name of Payee Description of Obi igotion Amount Paid : . TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: 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 pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these some 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 Wi lis I Form RCC-2 DATE .............. J.:une .... 'J?.,.-.. l97l ................................. .. DEPARTMENT OF REVENUE . · ?· BuREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY .......... W.~.~J:l.~g~_9.:9: ....................................... . HARRISBURG, PENNA. 1 7 1 2 7 FILE NO. .. ......... ~~=?..~::::.?..?.?.: ..................... -.................. . Whereas, ........................................... Mr.s. ....... J.:v..:ti..~ .... $..t.~9. .............................................. late of .......................... 9.~.9.P.:~9~g ................................................ .. in the County of ........................................... W~.§.hi.ngt.P.n. ........................................................... Commonwealth of Pennsylvania, having died on the ........................................... ?.~.h ...................................... day of ................ A.P!..~~ ............................................. 19 ... ?..~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ERANCES 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 Appraisement Description of Anet Values Made for Inheritance Tax Purpoaea $ Jt. Held Bank Account #82-202SI.ll held in the PITTSBURGH NATIONAL BANK, CANONSBURG PENNSYLVANIA. In the names of MRS. JULIA STANKO OR NICK STANKO. Opened 9-S-69. Balance as of date of death, $1,030.20 1,030 20 Jt. Held Bank Acct, held in the MELLON J!l NATIONAL BANK & TRUST COMPANY CANONSBURG PENNSYLVANIA • In the names of JULIA STANKO OR NICHOLAS STANKO Opened 9-1-69. Balance as of date of death $1.437.50 1.1..17 'iO form~;·~';fh bl:~ ::·~i:w<>l"rl~~: ~.~ o'r~~~=.~·=~~~;:~;~i": ~~: Appraiser ···································································································································································· &.Zumbcr and Street) ~· Penna. .......................... WA$lfP\lG.1'9..IiJ ............................. ,..... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate· of JULIA STANKO ·········································································· .. ······································· Deceased. Late of CANONSBURG Date of Death, .................. 4~.?$:-::.?l ........................................ . Appraisemel!t Docket Vol., .................... . Page, No. . ...... 63.~-:al":::5.70 ....... . Filed in Register's Office, ..... ~1!?.:: ... 7... .............. .19...?.~. Amount of tax due $ · , .................................................................... . DEPARTMENT OF REVENUE Received, i' Examined and Approved, Wrote abo.ut Appra.isement, Appeal ft'om App~aisement, ....................................... .. Entered and charged, .J •.