Loading...
HomeMy WebLinkAboutOC1971-0723 - ESTATE OF KRAJACIC.::. " . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RECEIVED HARRISBURG BUREAU OF c COUNTY COLLECTIONS RCC-43 (&-65) Jun~ 4 1971 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 i'i.ttsbur&b f~at1onul Bank FINANCIAL INSTITUTION --.~~:a..,..,.:Jh......,i16,...::. :;..t_·o""""n,....o ...... :r ...... tt;;.;...c_o _________ _ 6 ::; Main dt ADDRESS ____________ ~_~ __ hi_n~~;;.;...o_n_._Pa __ l;;.;...SJ;;.;....Ol_· __________________ __ ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT HaVintJS 08.3 209!202 NAMES ON ACCOUNT ORINVESTMENT ________ ...... An~t=on~~~a~a~·a=ei~c~.~or~M~n~F~il~i~p~inwa~.~~~ro~l~~~c1~o~.¥or~ lira H~on Kovaeieek as joint tenanto with the right. of numtincrsb1p DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR--~A~~t~eR~·~KF~~~a~~~e~--------------------­ BD#2 ADDRESS _______________ ~AA~~~ll~a~Pa~l~$)~1~2~-------------------- DATEOFDEATH _______ !m1~~-·~2~?r·~l9~1~i--------------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Mrs FUipina Kra.jacic or .Mrs Helen Komc$.cels RDP2 ADDRESS ___________ ~A~v~elul4a~e~a~l5~~~J,2---------------------- RELATIONSHIP TO DECEDENT.....,W..,..if...,.e...,__.nn~d"'-""'da....,u""<ig,...h...,.t.e .... :l!' ______________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED __ _,!~h~,.,.v-.~~6;...,l.~~ll'4iil(>""l) ____________ \ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $-ml~w..,..e6o~~onO~~~OO:~-------------- :$ #' 1 'A I fJ; 1., o tJ • :::. ~ ~ 5 3 5 .,3 '/ --.. # _;Jr' /' • -Signature e, 7 o tt "~:~-3.;~ J ,.;:'-:..,';_I,._. o o 0 . ~ ~ ftl ~-~I :1 ::.. I a, t. " Pla.tfonn Aes:ietent TITLE j RCC· (34 ( 1·69) .. J. •. -.~ "' :COMMONWEALTH ~OF P:ENNSYLVANIA •l)f'PkRT-MEtH OF ·R:EVENUE :auR:fAU ·oF 'COUN-TY c·ou:ECTIONS INH-ERi'T'ANC.E ~'fAX :oi·VISION ~OFFICI'kL:t-tol'I-CE ~O'i=.iNH~i:fRITA:Nc:e -TAX , · . iA~P:R'A i:s'eM1:N·r .!A.Nb ~s:s~:ssM:-EN r 'o·r= : ~s~s:ET.s?NOT :sliiuec:r :(o J{DMfN j STRAnON -.,_..,.,, _,.,, .......... ,. ....... -... ~·-· ~·-··· -~· ·:ro: MRS ...... EILlPliiA J\M.JAQ_:u~ ___ g_r_ MSS. HELEN KOVACIC~te:-June 2, 1971 __ R.D: tJ2 .... s cc----~--.. -· --------------:--Coun'ty--· _ -~"shington • T AVELLA., ... PENNSYLVANIA., .. __ ... 1.~_3.12 Z:ounty :f:ile No . ......;;..· _ ___;;,;_._..:;_;_ ___ _ =--s-·· ..... ~F-·1 -N· · /_3 -7.'/-7.'?...., ·· -urea·u· ·• ·e· o.--CP --· .... -4-J- W-e 'ha·ve ·reteiveil no:tic-'e (fhdt, c~~~~XXX.XXXXXI.X.XXL'{XXXXXXXXXXXXXXXX.XX.XX ~~~~~~~:o::~:;;;e·t~:::~cX~~8JrJtlli1~!~9;'~ eceased· •. , . ' Uhder :the lnheri'tan-ce :and :Est:a:te ·tt·a-x :L:aws :elf ·ih-e rconfrrfo·nw'eahh o-f iPenrisy'lvan·i·a svch transfers are 'taxable a·nd :the ·I iahi I ity ·for lhe paym~n.t 'of :th:e ii:n:llecr:i:t:an:c:e 't(fx :due ~i5 -imp'<fs:e·d !iFp<fn ;you, a·s trahs.feree. The pr'opet:ty Oh whic-h ~t(:Ji){ ;j!S We're!b;y :as'se:s:se·~ ic:on:S:j:sf.s rcff: ... J .. t ..... Savings Account .#083 2088202' held. _il;l.,. :t.h~ PJ'l'1§PY.RQ1!. ~A'!-: ... ~Q.!'!A.-1 ~~-LJiASlii~CTQN ... O.FFICE,. \,vASHINGTON, . _ . ... pNNNSYLVANIAa ..... In ___ the name.s. ..... o.f .. J.\l:i'l'QN_.Kl!AJ.ACJC ... QJ' .... ~.mS. •.. f.J .. L.:tRJNA KRAJACIC or MRS. H~J.,EN KQVi\9JC.§IS.! ___ Ql?~~~~--,__JJ_-_~_6-~-~--~--.. -~~.!!!!.~-~ ~~ _ ~! _da~~ of __ ~~~th, ' $10.,6 .. 00 •. 00. .•. ----·--· .......................... ______ _. ........ ------·. ·----........... ---.,. --. ----···" -· 'DA'tiE ro'F -~S:SESS'M'E'Nl TA-XA:su: A'M'OU:N'f l£'SS~ Al.t'OW'E'D 'o:estS NET l·AXA·st.:E ·A'M'OUNi 0 If y~u p'ay tfie ~hove 'aiflotint wh'h~n lhree '(3) :m·anths of the d<t:te ot death ()~ lh~_·dete'dent~ ar on -or _ belote . Augus.t ..... 21._ 19. . 11.. .y-o·a ·m'O¥ el·e·duct a di-stoutt't o·f 5% oi the ·am~unt of tax d·ue~ ·ar 0 This ·tnx become dellrHJueflt, fihee·n 0~) m9nths oftet the date of death t'lncl, in addition ta the , I tox; statutory-lhterest ·at 'the rate ()f ·~% af th'e tax p~t Mnum is alse due M af *=---=-c--=· =-·=· === 19= in the omou•ft of *If the tax Is not paid hy the above date <:~~~itlonai irHi.Hest is due at the rate of~% per afiiium untli paid TOT AI.. AMOUNT oUffi .. ~..-.. ·--·~-.. -.....---.,.. ,.,_ ~----...... ..... 212.00 -··-· ---. -----............ " .. . 10.60 .. -~ .... -. -~· ...... ~-..... _ ... ~·~· ···------------ ·-· ---... _..... ......... , ... __ ... -.... ----------- ~ ........... , .. . ·-... ·-~· ... ---- 212.00 -.............. -.~··· __ , ··-.. "' ··-.... ~ ..... ~ .. . . 'I .. ./ )_$' .. f r2 ~·~ --·· ---~ ~--------------· Ass~s§6o BY:---~--~-------· -·----·· -------- (Agent for the tammonweaifk) Make checks or money orders payable tel /)~ 'l;;o,03 7-11-71 ~r/8!1</3~ To insUre jlroper credit to your account tkis official Notic~ must accompany your poymefif. Ma; 1 or bring it fo: ~~/(AU~ AGENT FOR lHE COMMONWEALTH COURT HOUSE WASHINGTON, PENNA. 15301 If you have already paid this tax to an executor, administrator, attorney or otller personal repJesentative of the decedent for forwarding to the Commonwealth, list below the o'·dte' 'pa:~, 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 dec~dent, yo~ p~rsonally paid funeral e~pense~ 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 claimedand 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 describe~ 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 TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE _______ _ 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 Taxpayer !REPORT OF REGISTER OF WILLS I 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 . -... H you have already paid this tax to on executor, administrator, attorney or other personal representative of-the decedent for forwordirig to the Commonwealth, list below the date paid, narne and address of th~ person to whom,. you made payment, their official title and the amount. Pate Paid Name and Address of Payee 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 betow, 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 an amended assessment of tax. · THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 • You were personalty 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, antl 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. Amount Paid , i . ••. :1' ;,.. • i. ~ .. 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. ·~ RIBED BEFORE ME THIS .~~=::::.:~~~----19-ZL. 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 I is ted above in the total amount of $ -.~-~:.:.u.~.:..:-~::..L.- Date of Approvo I: 9 .y .( d, i_ '1 Z I '· -t., Fonn RCC-2 t)EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 'f HARRISBURG, PENNA. 17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............ .J.uly ..... 1.5.., ....... 1..9.7.1.. .................... . COUNTY ... JfAS..B..ING.T.O.N. ...................................... . FILE NO •..... ?. .. ~.:.?..~ .. : . .?. .. ?..~ ............................................ . Whereas, ................................... ANT.O.N ... J.\RAJ. .. AG.JG. ....................................................... late of ............... A.Y~~-~-~\ .................................................................... . in the County of .................................... J.Y.A.$..UIN.G.l9N. ......................................................... Commonwealth of Pennsylvania, having died on the .................................. ?..?.~.h ............................................. day of ........... .N~Y ...................................................... 19 .. 7J .. , 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 assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpous $ Jt. Savings Account #083 2088202 held in the PITTSBURGH NAT. BANK \•lASHING TON OFFICE, WASHINGTON, PENNSYLVANIA. In the name of ANTON KRAJACIC OR MRS. FILIP INA KRAJACIC OR MRS. HELEN KOVACICEK. Opened 11-26-68. Balance as of date of death 10,600 00 -- rorm~":fhbl:: ::rh~.w<>rll~~t?.l!J~~: ~.~ :;~~~~~~=s;~·~=":~ -~~ ································································································ .................................................................. (NumbC!'t and Stroet) ........................................ l.Ja.4.-f;::7/fl~"'""'"""'""'l Penna. ------ 1V.ASJU:NGT.QN. on •• •• •••••••••••••• County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANTON ICRAJ AC IC Deceased. Late of AVELLA ........................ ·················································································· 5-27-71 ................... Date of Death, Appraisemel!t Docket Vol., Page, No. 63-71-723 ················································ Filed in Register's Office, .... J.J.ll.Y ..... l..5. ....... 19 ... .7.l. Am.ount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, • Exa.mined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, .. ,. .. I I ' ~ . I ... l COMMO~W~ALTH OF PENNSYLVANI~tl/fl~~~~/Vfo DEPARTMENT OF REVENUE , r Co(}',/'f-. HARRISBURG HAr 1, , ·· oolfs ' /J R c c-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: l3AJt Jll Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FIN AN CIA L INS T I TU Tl ON __ _;:;W:.=.es::::..:t:.::e.:.:rn::..· .::.PI.::.:enns=y~l::;,;;b.=ani:.::· ·:.::e.:....;M:.::a:.::ti::.:o::.::n:.::al=-=Ba=nk=---- ADDRESS Third 1: U.herty St,. Califomia, P.a. 15419 ACCOUNTNO. OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings Account {/492 NAMES ON ACCOUNT OR INVESTMENT Joee'Dh Stat>ulis or William Bta.pulis DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR ___ ____:!iJ~o.!t:oe~ph~S:!!!t~aD~ul~is~·· -------- ADDRESS ___________ ~--~~::::..:u=·~.~~~=n:.=.te~r~Pa~·~1S~·~~3~·-------- DATEOFDEATH ____________ ~AA=rl~l~29~·~19~7~1 ______________ _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ____ ...:.W;,;;;;;i=lJ=:i-=am;;;;,...,;;;S..;;..ta;;;ol;p:.::u=li;;.;;s;...__ ________ _ ADDRESS ___________ C_o_~~·~_n_t_e_r~·~P~a·~· .~1~~~3 ____ ___ RELATIONSHIP TO DECEDENT __ --.J:i!So~n!....-----------­ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ __.....F:=.!eb;u;ru.»:a.wJ7~· ..;_:2~Q~•-1u9~5~6 ------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ _____ .-::::..~t.:.LII~~--::7""~----------:7-- ~ ~ b, ,29~Ji?...-:! 3, 1'-/ 7. 9 f, 3 } '-1 7. 9 ~ €J b 0;-D = If r. r;i $ ~0 ~~ 9.4'1 j R c c-"la4 t·t-691 ·· · ' . coZONJf/EAL7.H .. OF PENNSYLVANIA 1 i DEPARTMENT OF REVENCiE BUREAU OF COUNTY COLLECTIONS OFFICIAL N0TICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: HTT.LTAM .STDPIU.TS Date: __ .J.:JMll:I.,AY¥--..JJ'-+7+, _lL.;'fZl.l-J.J ------ COAL CENTER, PENNSYLVANIA 15423 County _ ___,~\:w:#:~.~.SI.l..Hu..Ial\TGu'l.u'O.LIN.ll...-_____ _ County File No. _________ _ Bureau File No. b 0-7f ~ M 9 . ' We ·have received notice that, ~XdCY~a.1000{XXXXXXXXXXX:XXXXXXXXXX,XXXXXXXXXXXXXXXXXXXXXX:XXXX on .. Anri1 29 19.ll_; you came into ownership of certain property through ~~£1J.J~£i'!..xxxx-x: :;w'&(trl-flHenvx£rnlUUilli~Xtiaafi.di*M. transfer from JOSEH1 S'rAPULIS, 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. appraised by the Commonwealth, as of the date of death, at$ 6,295.92 50 %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 D If you pay the above amount within three (3) months of the date of death of the decedent, or on or before July 29 . 19 71 y_ou 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, ~tatutory intere~t 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 DU!= \ $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $---3~.~]~~+7-·9~6~--- I 96{ 9'6 I 188.88 l/i./c:l ---__ CJ..J.A_ __ _ s71 · _____ ...i;. ____ _ 188.88 $ -====;===o==r==-i=;====== ~ /· I I APPRAISED BY:'s;:://,/c "'-A' -:_ f, G<;t::., ",),Jl"'! ASSESSED BY: ______________ _ (Inheritance Tax Appraiser) . (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: p ~ "/6 t>lfl 7-;o-:-7/ To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: COURT HO ... ~t WASHINGTON, PENNA. 15301 tor, administrator, attorney or ot~er persona I representative of the If you have already paid this tax to an execu decedent for forwarding to the Commonwealth you made payment, their official title and the , list below the date paid-, name and ,addre$S of the pelis~m to,.whdm ... 'I ' ~ • '\._ amount. . . . · ' · ' · ' '. Date Paid Name and Address of P a~ee Official Title . Amount Paid te of death of the decedent, you personally paid funeral expenses Under certa·in circumstances, if, after the da or other jus't debts of the decedent, with fund by you may qualify as deductions against the such expenditures meet all of the three folio execute the affidavit, and return this notice. those which he determi~es to be proper. The s derived from the property herein taxed, such amounts expended gross va.lue of the property in the computation 'of tax .due. If any wing tests, it is recommended that you itemize t~e payments below, The Register of Wills will examine the debts claimed and allow 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 fo'r these debts, and 2 -You actually paid these debts out of the of such payment, if required, and account or property described above and can furnish proof 3-These same debts are not also claimed, f persona I representative of the decedent h decedent or any other transferee. · or tax purposes, by an executor, administrator or other and I ing the administration of the general estate of the. ~--~~----~--~~---------rs Date Paid Name of Pa ee CHEDULE OF DEBTS Description of Obligation Amount Paid TOTAL $ (atta ch separate sheet if required) COMMONWEALTH OF PENNSYLVAt--liA) s S: COUNTY OF: _______ _ !, _______________ _ hereby certify that the foregoing is a just and true statement of edent, , for which I out of the property herei !l taxed. I further certify, that to the funeral expenses and other debts of the dec was legally responsible and which I did pay best of my knowledge and belief, these sam e debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME TH IS 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 Wills . . ( ~ . ~ t • -..... ~ "!.o{ you have already paid this tax to r·n executor, odmin1strator~ attorney or ctht:·r personal representative of.the decedent for forwarding to the Cornmonwrulth, iist below the date paid, narne and address of the person·to whom·. you made payment, their official t:tle and the amount. Date Paid Name and Address of Povee Official Title Amount Paid Under certain circumstances, i( 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 Qlly such expenditures meet all of the three following tests, it is recommended that you itemize the payments below~ execute the affidavit, a,nd return this notice. The Register of Wills will examine the debts claimed and alfow" those which he determines to be proper. The tax will then be recomputed and you will receive an omen.ded assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 2. You actuaUy paid these debts out of the account or property described above .and con furni~h 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 dec~dent handling the administration of the general estate of thJ decedent or any other transferee. attach separate ' ' COMMCnnVEAL TH OF PENNSYL VAW.IA) -• ~· . . SS: I· . J :COUNTY OF.~,/J,/!!~~~151:11;~ --·· . . . .. · tt~. t\ f; hereby · s a · ust and true statement of · fun&rol ,xpenses and other ts of the decedent,-,M~.,..-=i~o....L..,..,.s~..otF-ifW"'::ilo6ol~;;.&.....--, for which I •' was legally responsible and ich I did pay o.ut of th I further certify, that to the best of my knowledge and belief, these same debts w1 other person, for inheritance tox .purposes. D BEFORE ME THIS /.S DAY OF r-.~---........;::..:~~~---=-.,._ 19 21.. REPORT OF REGISTER OF WILLS ·1, fh,Vftdttsigned, duly elected Register of Wills in and for the obcve county, do respectfully report that I htve aUowed deductions listed above in the total amount of $ --------· ·Dot~ of Approval: _____________ _ s COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RC C-43 (4-69) 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 Jiitt.aburgh Rational Bank ADDRESS Second 6 Wood St.reet,a California Pa 1Sl.19 ACCOUNT NO. OF JOINT, . TRUST OR INVESTMENT DEPOSIT Sav:tngs Aeco\mt. No• 00 OOOU?J NAMES ON ACCOUNT . . , . . . . OR INVESTMENT Joseph Stap~e c>r Anna Mceolal DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR _...,rJ"""dAllsep..,.....h....~~~~Su.r.tA~P'ra'..._ltulll-________ _ ADDRESS AND COUNTY loa lt4 Coal Centel" Pa 1S4U DATE OF DEATH Apr.U. 29,19'11 SURVIVING DEPOSITOR, .... . . BENEFICIARY OR INVESTOR _Mre;:...;:;··:.....A;,.;,;;ma;;;;,;· ;,;:...· __ ta..;;;.c::.:c~ol::.:d;;,;,.;;__;__ _______ _ ADDRESS ·aox 44 Coal C.m,el' Pe. 1S4$0 RELATIONSHIP TO DECEDENT.~D-Aulllliisbt.-u• •-'------------ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED S!)!tember 21•19$9 BALANCE, INCLUDING INTEREST . DUE, AT DATE OF DEATH $ ___ $8..:....·. -~)56;...: ·.....:..4-..:....S--· ··--::::---------- TITLE j ·-··- RCC:· 134(1-69) -co~~~~:~~~~,~~;~~~~YN~VtN.IA OFFJCIAL"NOTlCE OF INHERITANCE TAX \BUREAu oF couNTY cou:.EcrroNs .. AP,PRAISEMEIU AND ASSESSMENT OF rl-iHERrtAN,cE_rAx_ orvrs·roN __ _ _ A_SSETt~or·suBJECT To··AoMINISTRATION ·,~>h.~-· ·'·"'"'"·"'·~..,..,. ..... ~,.._""-""~,.....,t·'''" ~ .......... -... ...,.,. .. ...., ..__,.,. £o>.:O..(_li."'-~~~/IIA'-"~~ .,,_~,otlbr.;M~..,.~~)~e,..-:f'oJ~-~~,..,.---~~"'-"'"'" ,.,..,.,__,.. ...... , "' """'~ . ~· .. ~ ~-· ' "'"· ~--•-.,...-... ~· • .. tO :M&.S. ANNA NICCOLAL. '"·-------~---·-·-· ,. . Date: __ M_a_y_l_7_,_F_l7l _____ _ 'm\S HING'1'0N ·county-------------- 'County File No.-------.,-~-- :Bureau -File No. b 3 -1/--7(2q We'ha~e r!cei~ed ~6ttie'iK~t!~~~~~ ~~X =on · APril 29 ..... -_ 19 71,·you:ta~e fnto'ci\.;rier~hip;~fcerfain'p_to_per~y tprotJ'gh ng to s~rvivors ip ; ich JVn.XBoY.dlar~~~XIH&~¥. trans£ er from JOSLPH 0 '!' J-\ .t-ULIS, Deceasea.. ' ... '!;<.· U~der the lnhedtance ~rid:~~t'~fe._,~a'x·~~-...J·s·.ofthe'Commonwealth of Pen~syivania such transfers are taxable and the liability for the pciyrrient·of tHe inllerifan'ce fa'x 'due is iniposed'upon you, ·as transferee. The·prop:e t -· h' ·h t-:-;', --," ·-··:b-;.'.';-:_.~~, -d~ ·'. t' . f Jt. Savings Account No. 00 000hl75 held r yon w rc ax rs nere y assess_e _ c~>n_SIS s.<?: . · '_ __ --·---.-"'~· ~ • -in. the .PITTSBURGH .NATIONALJ3M·!K,_C!1Lir"'OJU·!IA. OYFJl,r,, CAL!l<OfuUA, P;.:,l~liJv!J:\,,u.Li., .L!I tne names of-JOSEPH STAP.ULIS .OlLANNA .• NJ:CCOLAI" _Opened 9-21-59. Balance as of date of' death, appraised by the Commonwe~fth, ·bs :~f 'til~ -~at~ 'of death ~t '$ 8-' 56~··28-· · 50 · %of this am·ount is ~t'O'xO:bl~ dt ·;h~ idte if -·· 6. '· · % .. _ _ :DI\ r'i: ·oF ASSESSMENT TAXA.B·L'E 'AM.OUNT L'E:ss: ·ALLo'vi(:'i> D·i:s·r·s . !' -• • . . C" """ ••• N·ET TAXABLE AMOUNT ... ~ + ••·• ~ ; • ...-"" :.? AMOUNT OF TAX DUE . _... . . : : ~ t \ . ' . - . [;] This tax became delinqu~nt, tifte~n (15) months ahe'r th'e date of death 0~~, in '6'dditi~~ t~ the tax, stiitutory int~'rest at th~ 'rbte ~f 6% of the tax per o~~uni is alst> dG-~ a~ i>'f * ----· 19-=-.:...::_i'ri the amourl!t of *If the tok is not paid .by t.he tib6v~ d~t~ additi~~a·l intere~t is du~ ot th~ tdt~ bf 6% p~~ ~hrluffi bn~il paid forl\l: ~MBUNf BUE Make cheCks df money drdeis pciyti~i~ i8i P~ ~ '-~<-~ of 7-! u--7/ ..: $ :o·RIGfNAL.: ·ASSESSMENT AMENDED ASSESSMENT __ 4,282_.1.4_----$ ______________ _ $----------------- --· ---25~.93 __ -. -12.85 .. $ =· ================ tJ iR~-~~e p~oper credit to your account tliis Official Notice must accompany { .J "J l f.-.) ! -1 > ~ • ; ~~ I: 0 r' : • 0 ; 0 your payment. Marl or bnng rt to: COURT HOUSE WASHINGTON, PENNA. 15301 If you have a I ready paid this tax to an executor, administrator, attorney or other persona I representot i ve of the decedent for forwarding to the Commonwealth, list below the date pa'i.d, name and address of the pers~ 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, 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 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 . ' TOTAL $ (attach separate ~heet if required) COMMONWEALTH OF PENNSYLV.ANIA) SS: COUNTY OE _______ _ 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 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 Approve I:-------------.,..---Register of Wi lis I I I I I Fonn RCC-2 DATE .................. J. . .V..~.X. ..... :£....?. ... 1. ....... 1~ .. ?..1. COUNTY .. .JV.AS.HING.T.O.N .................... . \)EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ··~ HARRISBURG. PENNA. 77 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO. ?. .. ~.: . .?..~.: .. ?...~.~···························-···················· Whereas, ............................... J.O~.E.P..H ..... S..TA.P..Y.1.I?. ........................................................ late of ......................... 9..9.A.~ .... .9.~.~~.~~······························-········· in the County of ........................................ ~~A~.~.!.~9..~9.~ ...................................................... Commonwealth of Pennsylvania, having died on the .......................... ~.~ .. ~.?. ...................................................... day of ............... .AP..RJ..1 .......................................... 19 .. 7.+. ... , seized and possessed of an estate subject to Inhentance T d h I I ax un er t e aws of the Commonwea th of Pennsylvania; Therefore, I, ............................... FRA.NC..E.S ..... L.E.O ......................................................... , 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. Description of Anet Unit Appraisement Values Made for Inheritance Tax Purposes $ Jt. Savings Acct. #492 held in the \mSTERN PENNSYLVANIA NAT. BANK. CALIFORNIA OFFICE, CALIFORNIA, PENNSYLVNIA. In the names of JOSEPH STAPULIS OR \VILLIA~f STAPULIS. Opened 2-28-56. Balance as of date of death. 6,295 92 JT.HELD SAVINGS ACCT. #OO 0004175 held in the PITTSBURGH NAT. BANK, CALIFORNIA OFFICE, CALIFORNIA, PENNSYLVANIA. In the nam s of JOSEPH STAPULIS OR ANNA NICCOLAI. Opened 9-21-59. Balance as of date of death. 8,564. 28 ·_ fonn~~·:~hbl:e: ::~h!w""' ·~~a~~: ~~ ::~~~~ c~;~i~~ti;::d~£: ~ praiser ......................................................................................................... ......................................................... Cc;~ Penna . ...................................................................................... .............................................. , (Post ee) H •••••••• WA~I.:II.:NGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANTON KRAJACIC Deceased. Late of AVELLA Date of Death, 5-27-71 Appraisemel!t Docket Vol., Page, 63-71-723 Filed in Register's Office, .J..Ml..Y. ... l.S. .......... J9 . .7J .. Amount of tax due, $ .................................................................... . ... DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .. ~ - ":/. '.