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Home My WebLink AboutOC1971-0683 - ESTATE OF TOMKOVICHI I . I·. ! l - ... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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, . weherewith submit the following report: . · NAME· OF REPORTING FINANCIAL ~NSTITUTION ftttl\-.tJ W$onalld ADDRESS SemBi. mil Wood at,._. td&8.mta_h 1§4)9 ACCOUNT NO. OF JOINT, . TRUST OR INVESTMENT DE; POSIT SaD.rv!a Ro. 88 ~ · -· NAMES ON ACCOUNT . . - OR INVESTMENT Jtur· ~ch o• 181m B todtovlcb . -. DECEASED JOINT DEPOSITOR, 7._. TRUSTEE OR INVESTOR____,_· --'Muf=·~~-· ...:::.f*=~ =8::..:· dc:.::!!·::::::h=---V..,......,.... _____ _ ADDRESS 9J4 ~ $, .... CllUOM1& fa 15419 Wa.bl~~J Co1mt1 DATEOF DEATH ~u;imJ . • .. SURVIVING DEPOS~ ~ ~-:.-. -. _ -_ ~ BENEFICIARY OR INVESTOR_-_loha::..:::· -:;.;;;;· ;;;;;..·· ...:.;B....;;I;.;:;.-*:;;;;;._ .:.;.ovl_:.· :...:.cb....:...,.... __ .__,........._ ___ _ ADDRESS 671 Padl &t11ee\ C~.-. Pa UU9 RELATIONSHIP TO DECEDENT~Stn:~~'. :e..,___:.-'--~----~__:.--- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED_..:.::-ivlr=-.-·...Jf~•1l!:..lftt&··.L9 ______ ...;..._;._;_ __ _ BALANCE, INCLUDING INTEREST . DUE, AT DATE OF DEATH$--:-· ... .....:....,.··_,. -:.fl~lt::;.;;:-fk:..:...ll:.::.· ----:::-------- 1 1 ;;., 1 9 t./ r ~--; ~ o 91, 'I J · ~ Jo () 1 o f7~ c.fJ.:: t 6-, ?.J !r 7"' I. (g ~., K !J-: .3 • 2 1 / ) RCC-134 n-a9) • COMMq.NWEAL TH OF PENNSYLVANIA DEPAR·TM.ENT OF REVENUE ;'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: JOHN E. TOMKOVICH 6'1' PARK STREET Date: J1me 2., J 97J County WASHINGTON CAI.IFRONIA1 W!NSyJ.VANIA 1 5l1l9 County File No. _________ _ Bureau File No.---------- We have received notice that, ~~xxxxxxxmxxxxmxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx on l4':ay 18 19-+J_, you came into ownership of certain property through >mmmx~mm:~~OOd~m;OOm. transfer from Ml MARY TOJ!J:\OVICH, 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 #00 0004060 held in the PITTSBURGH NATIONAL BANK1 CAI.IFOf/NIA OFFICE, CALIFORNIA, PENNSYLVANIA. In the names of MARY TOMKQVICH OH ,IOHN Ji:, TOMKOVICH. Opened 7-7-59. Balance as of dat.e of death11 $2,19l1,85 appraised by the Commonwealth, as of the date of death, at $ 2.194.85 50 %of this amount is taxable at the rote of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABL-E-AM~~HT ___ "-.., yuu m!Jy aeouct a OISCount of 5 ,, of the amount of tax due, or AMOUNT OF TAX DUE .. -I f;ts t~x became delinquent, fifteen (15) months 0 If '1ftr>• ••··h1:I'b r J. ,j ! I ht '-' '3) h you ·pay t e a oveJamount;,V11t, 'lnlt!He:e_,;\ 3~~~t s of th~e datetof:.:dea'th;(of,:t.heJdecede~t,, ~i' l9'! !?~ th c before per August:.::lSsn l9, 11 ~r y_oy may deduct a l(j . -~--· -· ---discount of'S% ohtheJamount of tax due, or 0 Thl~ :tax :oecame)detinquenth:fifte.~nJ1~)em...oJIJ~.~onol after the date of death and, in addition.fo the ttl 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 '-n 'c. •h I . . --~ , ' e <t/1.-n,·to~.-(' ' -1 ··~ ~~a L 1 • a''· , ; ,,l'!',•r TJ, I . -,. ~rc , . r.x l.Jw~. v · ·' t--·,ment of the :~t.. • ·I; ~-"' $--------------- ----65.85- 65.85 $ ============ -A I 1· 1 • IM~ -~·~.:-:-_::,: ' ~ ~ . ·-- -r.rr,o' ':''"--"· , ·COURT .HOUSE .. ' -"""' WASHINGTON, PENNA. .J. v .. r.ft., ;..., -r O,t~ . If you have already paid this tax to an executor, administrator, attorney or other personal representativrs of th~ decedent for forwarding to the Commonwealth, list below the _da.te paid, ':lame and address of the pers·on to ~h~m you made payment, their official title and the amount. · · ·· · · . · · _;,.• · ~. '.,_ ·' Date Paid Name and Address of Payee Off.icial Title Amou~t. 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 itemi;e the payl)1entsbel_ow, 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 de~edent handling the administration Qf the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation . Amo.unt 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 same debts will not be .claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF 19_ Signature of Tax payer 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 Wills .. ---------------------------------------------------- RCC-134 ( 1•69) • COMMONWEALTH 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: JOHN E. TOMKOVICH 671 PARK STREET CALIFRQNIA, Pffi~NSYLVANIA 15419 Date:' -June 2 1 1971 County ~vASHINGTON County File No. J i--/2 ~-g Bureau File No. ~..3-7/ -(% 3 we have reCeiVed nOt j C e fhO f 1 ~T.~~N'!Cin~nzl'J:'ll:'iiiiY\tti'VV'V''l'V,rvV'VV'VVVV'ITV'TV'\rvV"VVVVVV"I1'V'TV'\rvv"VVV'V',TV''<l"V"'T'U'-.;r.r.r on May J $ 19-11.., you came into ownership of certain property through . transfer from U :MARY TOMKOVICH, Deceased. 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. Savings Account #OO 0004060 held in the PITTSBURGH NATIONAL BANK, CALIFORNIA OFFICE. CALIE'ORNIA, PENNSYLVANIA, In the names of }~Y TONKOVICH OR JOHN E. TOMKOVICH. Opened 7-7-59. Balance as of date of death, $2,194.85 appraised by the Commonwealth, as of the date of death, at $ 2,194.85 50 % of this amount is taxable at the rate of 6 % ORIG1NAL ASSESSMENT AMENDED ASSESSMENT $-..;._jlt.__0--"-!..;..7_-.;....Y'..? __ /, ..?.,tc.. 00 DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS $----~1~,0~947-1~13~--- NET T_~XABL~-AMOUNT----" yuu :rt!.:y a~·t.h'Ct ~lscouP cf 5· of t~e a~Jimt of tax t.l:e or AMOUNT OF TAX DUE , ---65.85 • I ·.''5 ra.~ ,)~COtnJ delinquent, fift~cn (15) 1'110,_ ~h~ 0 If you'pa'y the•abo~ejottfount, with,in ,thre:e} (3);1T!~~ths of t~'e date "of -death',of: the1decedenh §r \91! ~! the before uer Augus·t .-1$ c::o 12,71 ,.,.; you may deduct a dist~unt of-5% oLthe;amQunt of tax d~;,or ---___ 2_.~<L_ __ _ O Thi~ fcix 'beci:ime1delinqoentp,fifte~n~OS)tm .. o.!lJh~anul after the date of death and, in addition to the , · tax, statutory interest at the rate of o% 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 $ 65.$5 $ ================ APPRAISED BY: Jh ASSESSED BY: _____________ _ 1r:.l es' 1~ ~· c o{'l,~<: (lnher1ttmce~Ttix ppra.iser JAgent for the Commonwealth) paid ' " .t v., , ' , -~ ':,~.. : 1 . ;., INSTRUCTIONS TO TAXPAYERS_ -. _-1 ·~ L\1 ,.JJ.!:Jv • , --· ,. ~ .~ • .-\ i' ·~ , ' .. ..! C: jt _' . '~ I • ' ,,\ \ Make checkS or money orders payable_ to: ~ ~:.. 1' ,'• :-.1 · ·"' "'-~.:; • ~ -~ ~---~ ..:F~ :.:~ >< ~:·>~·~• I ------·-. -~' ."'"':r-·~---~-,. ,. . c~ ~," j.~-p-r·ro·+-:o.C.-+..,.._~_.....__ ~-~ ··'-To· insure proper credit to your acco~nt ' this·Dffii::ial.Notice must occoiTlflany, ·_ l '0 'yoJr..!payment. Mail or bring ftto: ' . _-: ~ ... ... ... 11 n .. -_, . ' :./~f?% /I flAk~ .. ~,. ~ .. ;,,.. ... -.. ~· _____-' . . • 1---_, .... t" ........ -, ___-' --19 . . ' • ;,.o,,, _, .._ .·o,r.) ow, •.J 1-f •ht_d ___ , ,You r.,,.r ltlt.o ov·' ·' ·.- -·• ' "CC0f'·1, ·• ·' ·- AGENT FOR THE r Q;~·.r!i. rLdhfH --~-COURT HOUSE . , ' WASHINGTON, PENNA. 15301 ~ i Jt · l ~ J e . t- ' ... I' Jll("~ ._ . I I) I;,. tf• I' • ·~ ' ¥ ...., I• ~ 1 I .I . . ... ~, , rn•e,~ of lh< ·-· ·•. 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 below the date paid, nome and address of tbe person .. to whC:m you made payment, their official title and the amount. -· · · . -· · · ' · ·. ,, ' .. ' ' •· ·~ \. -Date Paid Nor:ne 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 compu.t(!,tion ,o( 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 th~· debts claimed arid allow those which he determines to be proper. The tax will then be recomputed a~d 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 dec;edent handling the administration of the general estate of the decedent or any other transferee. · .) r-~~~~--------------~SC=H=E=D=U=LE~OF~D=EB~T~S~----------~~--~~--~ Date Paid Name of Payee Description of Obligation Amount Paid ~~~----~----------~--------~-----=---~~------~--------------~~~~--------~ ~6~J-'j~IO~I''7~:1~-+~P~a~ul~A~·-D~'~A=l~t~or~i~o~--4---~hm~e~r_al __ e_A~~e_n_s_e_s ____________ ~~~t·:l~~2~6~·~00~--~~ ~--------~--------------------~----------------------------------~--------------~ ~--------~~"--------------~--~--------------------------------~~--------------~ ~--------~--------------------~------------~--------------------~------~------~ ~--------~--------------------~-----------------------------------~--------------~ r---------r-------------------~----------------------------------+---------------~ ~--------;---------------------~----------~--------~-------------~--------------~ r---------r-------------------~----------------------~----------+---~----------~ r---------;---------------------~----------------------~--~------~--------------~ ~--------~--------------------~------------------~~------------~-------~--~--~ ~--------~--------------------~----------------------------------~--------~----~ ~--------~--------------------~------------------~~------------~--------------~ ~--------~--------------------~-----------------------------~----~---------------1 ~--------~--------------------~--------------------------~--~--~------~~----~ r---------;---------------------~----------------------------------~--------------~ ~--------+-------------~------~--------------~------------~~--~--------~----~ ~--------~--------------------~----------------------------------~--------------~ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF: WASHINGTON ·ss: TOTAL $ 1326.09 I, John E. Tomkovich hereby certify that the foregoing is .a just. and true stat~ment of funeral expenses and other debts of the decedent, Mary Tonkovich , 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 same debts·will not be claimed b·y any other person, for inheritance tax purposes .. 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 App rova I:----------------------------Register of Wills