HomeMy WebLinkAboutOC1971-0803 - ESTATE OF PEYRIC•
RCC-43 (4-71)
tJ-7/-Yd3
COMMONWEAL TH OF PENNSYLVANIA REef/_
DEPARTMENT OF REVENUE COUNAU~E"t~~
BUREAU OF COUNTY COLLECTIONS C.0L Lr/r
HARRISBURG JUL 1 .IONs
17127 3 32 PH '11
J
NOTE:TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
Estate Tax Act
Pennsylvania Department of Revenue
Bureau of County Collections
Gable Building,3rd,Floor
411 S.Second Street
Harrisburg,Pennsylvania 17127
Pittsburgh,PaM
ZIP CODE 15230
Att:G.K.Steinbaugh
Assistant Vice President
Pursuant to Section 742,Pennsylvania Inheritance and
of 1961,we herewith submit the following report:
Union National Bank of Pittsburgh
F'•o.:Box 8:3'7
ACCOUNT NO.OF JOINT,TRUST OR
INVESTMENT DEPOSIT 7_1_-_0_0_18_3_4~-_2....:.(_Sa:_v_i~n..:::g:....s _
NAMES ON ACCOUNT OR Pets Potechko Dc.:Iil...·or
INVESTMENT M_a_ry_p_._P_e_y_rJ._·c _
DATE OF DEATH --...:J::...;un=s:.......:::2:;:,O.LJ-=1~9~7.:!::1'--_
DECEASED JOINT DEPOSITOR,TRUSTEE
OR INVESTOR Mary P.Peyric
ADDRESS Box 112 COUNTY _--,-,-..-,.,......-_
-C-ec-i-l-P----------ZIP CODE 15321==:..lJ:.....-=--=a~.__
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR P_e_t_8_P_ot_e_c_hk_o_D_e_c_'_d __
ADDRESS Box 112,Cecil,Fa.15321
RELATIONSHIP TO DECEDENT B_r_o_t_h_e_r __
DATE DEPOSIT OR INVESTMENT March 21,1967WASESTABLISHED __
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $4~,_3_93_._1_9 _
-t I.'-!.3 f 3,I 9 -:~/'j Ih ~tJ
/./;"laxf;</?t,'o ~'3,A''If
CECIL OFFICE
tf,/cJ,x."3)y,t./f ~fIt,'17
TITLE
----:.;v.
..
t"',.",
$--------
.., , I (.:f]~\~~'.t\:.~
AMENDED ASSESSMENT
329.49......._...e·_'-·..._-_~'......._....~
In the names of PETE poTECHKO OR MARt P.PEIRIC.Opened 3-21-61.Balance as
.,.'~_,'"•,••_<11_,.'_....• ,~__,._ _""h....f.:__.a.;;"-"'__-~......,.."""__,,.;-_.z.__,"-",--.---------...~-~-... .~.~---
DA:t,E OFiASiE;S~SMEkfr
TAXABtE'rAMolfi-it'T
LEs:s":~:Ael:6wE'6!DE'B~TS$
NE~Ti xArH~E fAMC5uN'f T
.Urid~r'!he ;I.~h.erita.n~~,·a~~~:~:~f.~r~~~1~f~?:*:~.~.(&~~~~¥f.~~~~I)~~~fjt~~;Q);'~y.l~~~~;lV ~~,ch ,transfers are'taxableandthe·llObdlty for the'parment of tHe InHeritance tax due IS Imposea upon you,as transferee.
T.h."e.~rci.·er.'t':.·on:wl1ich\d.'le.:.i.i:.h~.;.t ..'.e.~.b..hfa~~.:;.~~s.";r~...!:.(.~n:":ii.!..~..d.J.t.•._sa.v.,.i.n.g.S.A.ccount#71-001834 heldin.the~_UNION_NA'l'I~lN!~.~,JJ!~!L Q!_rl!~~§jj,u,R~!I_._C!C.It ..Q[F.IGE,pECIL,PENNSYLVANIA.
CECIL,PENNSYLVANIA 15321_~~'_""_"".I'."""'"••"..,.~.rw;ao-...~,.-.••..•J............,..~""',..~...~..~.........,...,...~*-•u _(
I TO':,PETE.~,P_OTECHKOo,.~-.".~~-~-_.__.~.
..._.~..BOX.-112'"._,~_......'..~--'."..._-,~--_..._".-m
RCC-1.34 (1-69)4 ~
COMl;(ONW£'AL TH O~PEN~'SY'L VANiA~i ~1;:",:-...".'..,"..~''.-,"",
DEPARTMEN'T OF"REVEN'UE i OFFICIAl';NOTI¢EOf tNHERITANCe TA'X''
BUREAU Oi:'COUN'TY COLL'ECrION"S;';•t~flP.RAls't:tlEt\fT;AND ASSe5SMEN,i OF ."IN'H~ERI1A'NCE'TAXtDlvISION'J'SS!E"T·S-'NOT S'U BJ EeT TO+ADMu',I'ISTRA-TION~....~."..,'.,~'~._.,.,.,_.;.;.......,.~_:'~""'••;';....~~.:~....,..,.....;.;.~~;..;;....,.If-;~'t'~;..::~...440....,'.,.;;;,.,.;~..·~.......,..rl._··'t~...,;.~_~__.........--.·_,."""....·.....'~w...............__
16.47
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k ...l:I~I dJ~1 HiE lOMlVION~u;;:ALTH
COURT HOUSE
WASHINGTON,PENNA.15301
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s-£"e ::5,¥l;p::>
~4+J 7(/77/
g~4'J~//
If you have already paid this tax to an executor,administrator,attorney or other personal reprerentative of the
decedent for forwarding to the Commonwealth,list below the date paid,na,me and address of the,pef'Sonto whom
you made payment,their official title and.the amount..•
Date Paid Name and Address of Payee Official.Title
"
Amount Paid (
l
SS:
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,de.bts 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 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 .f reqUired)
COMMONWEALTHOF PENNSYLVANIA)
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 payout 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 __.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
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 Wi lis
,,",-."""\I...~:"';/.....-
".;
Form RCC-2 •..~««",«,.,i.\ugust"«,4."«"l971.""",,,,COMMONWEALTH OF PENNSYLVANIA DATE ...........
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ",,,W.~9.m:Ng~9~«.,,,,,,.,,,,,«,,,,,,,,,,.,,,BURE~U OF COUNTY COLLECTIONS COUNTY ............
HARRISBURG.PENNA.17127 APPRAISEMENT
FILE NO.""",6~71~ao3"""«,,,,,,,,,,«,,,,,,,,,,,,,«.............
Whereas.,.............""",..",..............MARI...P.....PEYRIC.........."..."........................."........,,,.....late of ...,..................CEC.IL,.........,...",.,."..".........................,,.,....,.,..'....,
in the County of ......,....,...........""...................WASHINGT'ON..,...............""..................................Commonwealth of Pennsylvania.having died on
the ..,....,.......,....,....."..........,.2.Oth.................................."."..day of ,.".,.",..,.",..J.une...«....,.."..,..........,.,,,.....,""""19..71..•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 Ufe 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 AppraisementOeser!ptl on of Asset Values Made for Inheritance
Tax Purpoles
$
Jt.SavinP:s Account #11-001834 held in the UNION NATIONAL BANK OF
PITTSBURGH.CECIL OFFICE C!li'.0.n..\11111-6.In +.hA n.:unp.!'l nt'PETF.
POTECHKO OR MARY P.PEYRIC.Opened 3-21-67.BaJanee as of date of death.4,393 19
'.
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«
«
form~;v:;:fhb~:::IfJ,;'W~.~~.~::~~~:~~;~==~;i:~l~~~~:
AppraIser
.....................................?iiO~7;#¥tP')............."...............,..,................,....
Penna.................................."
...WASHINGTON......County
"::.~
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.................MARY P•....PEYRIC .
Deceased.
Late of
CECIL
Date of Death,6~2.~71 .
Appraisel/lel!t Docket Vol.,.
Page,No QJ..~7:J.,~$.9J...
Filed in Register's Ofjice,Aug 4.19 7l
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal ft-om Appraisement,.
Entered and charged,.
A
~
•
CECIL z PENNSYLVANIA 15321
-
RCC-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
It-tHERITANCE TAX DIVISION
.'TO:PETE POTECHKO
AOY 112
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Date:__~J.uu.b,lY.1---1.!...6~,~1.!...9OL7L.1,--_
County __\~vA~S~HL!.I~Nu.;G~T<!...:Ol=!.JN'-!..-_
County File No._
Bureau File No._....;;;:&;....3_-_7_/.....;~J:;....tJ_3__
We have received notice that,)bis)iiK~eXuT,C6fa~)mic(ffi}Q,lXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on June 20 19 71 ,you came into ownership of certain property through}f.~gKt(~:uxvWHrnG:p.~8GliOCXXX
X",vvyrv,'y.]'V",v,,!:,-n:I:.y.1.lllrV"!f"r.V"!fYVw..Qsu'OlUn.e)['Y'\.o:.vmlro.~"",~"fl\e~.a.eCle.o.en,y,..transfer from MARY P.PEYRIC,DECEASED (CECIL)
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:J t.Savings Account #71-001834 held
in the UNION NATIONAL BANK OF PITTSBURGH.CECIL OFFICE,CECIL,PENNSYLVANIA.
In the names of PETE POTECHKO OR MARY P.PEYRIC.Opened 3-21-67.Balance as
of date of death,$4,393.19.
appraised by the Commonwealth,as of the date of death,at $4,393.19
SO %of this amount is taxable at the rate of IS %
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
beforeS~tembS!.:r..-~~Q.19 71 you may deduct a
discount of 5%of the amount of tax due,or
o 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 unti I
paid
$_-=2.1,.;21~9~6:..:.•....::::.6.:::..0__
329.49
16.47
$---------
~$==================TOTAL AMOUNT DUE $
APPRAISED By:~~kfA ft4~ASSESSED By,_
(Inheritance Tax Ap{ra iser)(Agent for the Commonwea Ith)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper cred it to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
••..;t....i .ol.iE u ..,."
,..io.,H I H
COURT HO;.;Sf --
WASHINGTON,PENNA.15301
If you have already pa id th is tax to an executor,admi nistrator,attorney or other personaI representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom
you made payment,their official title and the amount.
Official TitleDatePaidNameandAddressofPayee
\.,.
SS:
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 th~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 debtsda,imed 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 responsiblefo'r these·debtsi-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 sheet If requ Ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OE _
I,hereby certify that the foregoing is a just .and true statement of
funeral expenses and other debts of the decedent,.,for wh ich I
was legally responsible and which I did payout 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__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
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