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Home My WebLink AboutOC1971-0656 - ESTATE OF WASIL~;"":COMMONWEAL'tH OF PENNSYLVANIA DEPARTMENT OF REVENUE . HARRISBURG RCC-43 (4-69) \ j NOTE:TO BE SUBMITTED IN TRIPLICATE j P~nnsy.lvania Departme~t of Revenue ~ureau of County Collections ;26 S.4th Street Harrisburg,Pennsylvania ! / Dear Sir: Pu~suant to.Section 742,'Pennsylvani'a Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' NAME OF REPORTINGFINANCIALINSTITUTI ON __Th;;;..;e_Uni.....;..:..:.o:.:;.n._N...:.a:..:.;ti:...:o:-n:..:...al::....:.:.B..:.:ank....:.:.:.....:.of=-P_.i..:..tt:.:8...:.bur.=::..::g::.:h:....-__ ADDRESS Po O.Box 837,Pittsburgh,Pa.15230 ACCOUNT NO.OF JOINT Att:George K.Steinbaugh,ASS it 'U1oS President; TRUST OR INVESTMENT'DEPOSIT #75-003203-9 (Savings ) NAMES ON ACCOUNTORINVESTMENT Mrs.Mary l~asi1 or .HI's 0 Anna Haz1insky ~" DECEASED JOINT~D;;E;;P~O~SI;:;:T:;':-O::-R ----------=------\v\U TRUSTEE OR INVESTOR_'Hr_S_o_l_\1ary__lol_as_il________\Q ADDRESS fQ~AND COUNTY Cokeburg,Pa.15324 r-v DATE OF DEATH April 26,1971 SURVIVING DEPOS:l-ITNO~R;------"":":"'::=-~""=':"":":""-------, BENEFICIARY OR INVESTOR l'_Ir...L~_o_Ann_a_H_az_lln_s_ky.-.:.._ ~~~~;gn;ure .~E Assistant Vice President Daughter ADDRESS -;-:-__C_o_ke_bur_g:...:.,_pa_._1_5_3_24 _ RELATIONSHIP TO DECEDENTDATEDEPOSITORINVESTMEN,:;:T----S-ep-t-em-b-e-r-1-5-,-1-97-0----.:.-.--- WAS ESTABLISHED·BALANCE,INCLVDI NG IN;:;:T~E;:-;RE;:::S::-T--------=------.:.----- DUE,AT DATE OF DEATH $1_,0_1_80_8_3 ..:--_ -\ :~t./d ./P.3 .$::C ~/3 j /11 ~,//1;3 =-3.°' ?-~~-1 J 'Iy.BENTLEYVILLE OFFICE ". .. I' \,:. .'. -'"'...., " Date:Jtq 10,1971 County \ilASHDtG'l'ON County File No.>fr-/d-,z 'Bureau File No.C:..3 -2/-~S& ';32/, ";-. "OFFICIAL NOTICE OF li\fHE~ITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASS,ETS NOT SUBJECT TO ADMINISTRATION ,; .I ,We have received notice that,~~xmxuxxxXXXXXXXXXXXxxxxxxxxxxxmxxxxxxxxx:xX on Af)l'U 26,19-4L"you came into ownership of certain property through".. ,Transfer from MRS.MARY WA~IL.Deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liabiHty for the payment of the inheritance tax due is imposed upon you,as transferee. TO:--f}TtllR:o-SnsAlrIlI!mlN1iAlr+III*l~6+LttINlNSKY5fHl---.,.-...,.,--- COIfEB1WG,PIUIMSYI VANIA • RCC-'134 (1-691............- COMMONWEALTH OF PENNSYLVANIA j DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISIONl' l i t,~'"t·f ! ~' I J f'fI " l~'IIr I , iI' The property on which tax is hereby assessed consists of,:Jt •He]d Savings Accmmt #75...00.3203-9 aela hi ~ae 'i'I1B ,UNION NATIONAL BANK OF PI'}"l'5BURGII P.O.BOl 837,PI'i'T6Bt:JR6Il,PBNNSYLVANIA. In the ftames o,t MRS.nARY WASIL OR MRS.ANNA HAZLINSKY.Opened Oft September 15,1970. ,INSTRUCTIONS TO TAXPAYERS, ASSESSED BY:_ appraised by the Commonwealth,as of the date of death,at '$1018.83 100 %of this amount is taxable at the rate of ,% ORIGINAL ASSESSMENT $--- AMENDED ASSESSMENI /1"if "..3$-~-=-~~---Ii if c:ro·o 0 1(~h::.~U~ AGENT FOh i.'",'fA '.fH COURT Hti._,j_ WASHINGTON~,PE~NA.1~3Jl~ To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 61.13 61.13 --_"1.-06-- ----, .J.... $1019.83 (Agent for the Commonwealth) $ Make checks or money orders payable to: TOTAL AMOUNT DUE APPRAISED BY:..;1.4 ~dA .e~cife 'Zl ?1.d~ (Inheritance Tax Appraiser) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT, AMOUNT OF tAX DUE o 'This tax became'delinquent,fifteen (lS)'mon'ths' after the date of death and,in addition to the tax,statutory interest at the rate ~f 6%of the' 'tax per annum is also due as of *~.~_~_-., .19__in the amount of *If th"e tax is not paid by the above date additional interest is due at the r,ate of 6%per annum until paid o If you'pay the above amount with in three (3)months of the date ~f death ot the decedent,or on or before 19 you may deduct adis<:ou~ou~x'due,or '., t ff, I :;. < If you have already paid'this tax to an executor,administrator,attorney or ot~er personal representative of the decedent for forwarding to the Commonwealth,.Ii~t belo~the-,date poi,d."name iand addre,ss,of.the per~o~{t~,;hom you made payment,their official title and th~am'ount.......".;~.,.'I "'.,"• . ,'I ...,.". Date Paid Name and Address of 'Payee I',,'.'..,,"'.,..Amount Paid, ".s ~ Und,er certain circu.mstances,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 th~comput9tioflof·.tax.pue.,If any such expenditures meet all of the three fo.lIowing test:s,it is recom'TIended:that you ,itemize .tbe paymen~~below, execute the affidavit,and return this notice.The Register of Wills will examine.the debtsc:laimed 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 /~I?;AJY.?/£///h()"7?~S(~r~..,vl'..,b?L ~..---Ar /~E._r ~-:?SC.o c ..cvA/F R'n//.,{,.......1:',/ 1 ,..., -, .,, .,'i; ,, /.~c.i-c,'0 c- o ,' TOTAL .$ (attach separate sheet if requ ired) SS: COMMONWEALTH OF PENNSYLVANIM COUNTY OE _ I,her~by certify that the foregoingis,q'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 hereiritaxed.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 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 Wills ".",,Form RCC-2 ~..COMMONWEALTH OF PENNSYLVANIA DATE June 24 1971:..........................,........................1..................................................... ~')DEPARTMENT OF REVENUE ...........~.~~.~..~..~.~.~.~..?..~...~..........................RESIDENT INHERITANCE TAX COUNTYBUREAUOFCOUNTYCOLLECTIONS/, HARRISBURG.PENNA.17127 APPRAISEMENT .FILE NO..............9..J..::::..7..1::::..G.?.2............................,.....:.. Whereas,................Hf!,.r..y...W.~.~.i.l...........................................................................................late of .......................9..2.k.~.~.~TK ..................................................... in the County of ........................:......w.~.~.hi..n.g:t..Q.n.................................................................Commonwealth.of Pennsylvania,having died on I the ............................2..6.....t.h..............................................day of .............Ap.r..t..l..............................................19....7J.,seized and possessed of an estate I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................F.r.an.c.e.s.....L.e..Q...........................,........................................,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 Descriplion of Asset Values Made for Inheritance" Tax Purposes $ JT.HELD: Jt.Held Savings Account #75-003203-9,held in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE PITTSBURGH,PENNSYLVANIA. In the names of MRS.MARY WASIL or MRS.ANNA " HALZINSKY.Opened,9-15-70.Balance as of date of death,1,018 83 . .'. " :,-...... <... .' .. .. r ..- Total 1,018 83. ,, 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 ...............................................................day of ................................................................................................................................................19................ .................................................................................................................................................................. Apprniaer .................................................................................................................................................................... plumber and Street) ..........................................................................................................................................,Penna. (Post Ofll"e) ..................WASHINGTON County " 0./'/ // / // / RESIDENT INHERITANCE 'TAX APPRAISEMENT Estate of MRS.MARY \"AS IL................................................................................................................................. Deceased. Late of COKEBURG Date of Death April 26,1971,. Appraisemel!t Docket Vol0,. Page,No 63-71-656......................................... Filed in Register's Office,.....J.nn.e......4.4.......19.....7.l. Amount of tax due,$. DEPARlMENT OF REVENUE Received, Ex-a.mined and Approved,. Wrote abo.ut Appraisement,. Appeal j,.om Appraisement,: . Entered and charged,. ,.~ " (' «