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Home My WebLink AboutOC1971-0804 - ESTATE OF SHERVINSKY..,-.,. COMMONWEA.-lTHJ1F PENNSYLVANIA DEPARTMENT OF REVENUE . HARRISBURG RCC-43 (4-69) NOTE:TO BE SUBMITTED IN TRIPLICATE J 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 l VFINANCIALINSTITUTIONTheOnionNationalBa.ak of Pittsburgh r ADDRESS P.O.Box gyr,Pittsburgh,Pa.15230 ~~ ACCOUNT NO.OF JOINT,Att:George K.steinbaugh,Asset Vice President ~ TRUST OR INVESTMENT DEPOSIT #75-Q01028-2(Sav1.ngs)J. NAMES ON ACCOUNT ~I~OR INVESTMENT Mike Sherv1.nsq or \\ ,t.1rs.Martha Parker DECEASED JOINT DEPOSITOR,Mike ShervlnBlqTRUSTEEORINVESTOR _ ADDRESSANDCOUNTY B_o_x_l....:..5_2.:...,_C_ok_8_b_ur...:8:..:,_P_a_._l,.:5.:.3_24=--_ Sister DATE OF DEATHM~4,1971 SURVIVIN G DEPOS;-;:IT;;:O~R~,-----~--.::..--=-.:..--------- BENEFICI ARY OR INVESTOR l1r_s_e_Mal"t__h_&_p_ar_k8_r _ ADDRESS Bo_X_l_5_2,_C_ok_e_b_ur_i_,_P_&_e_l_5_3_24 _ 4x~4~;:gnu;e TITLE Assistant Vice Preslds.ot RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVEST MEN;:;.T:----M-ar----:-ch~19::-,-1::-9:-7-0------- WAS ESTABLISHEDBALANCE,INCLUDING IN==T=E=RE=S::T:---------------- DUE,AT DATE OF DEATH $2_,64_ 1 ...;.6e...,1-6--------- /f7&l'~,(~"/(=.17'.(.9.z. ,F1,,~)131(9,2.:/'1d5 BE1~TLE1VILLE OFFICE RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE B,UREAU OF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION OFFICIAL.!'tonet;.OF INH ERITANCE TAXAPPRAIS~MENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:ImS.ll.\il1THA PARKER BOX 152, Date:-----i!:lB~'i'r"'-i2~Ohj+'l9y:,q,q1---- Coun ty --~W"8~\i7SlH:II:bir1*rG:t::l,!];~"O~N~------ County File No._ Bureau File No._....;t:::;.,.3_·-~h+~----=::;J,-o;....,>"-i- We have received notice that,~_::..«t!.t~l{!V:"9!x1ht{5!'~b;{9~vv'r':.fVv'r"r'n".1"':.""'V'r.::v"IV·''!'':'''':.'I·r;v''..,,!''''''':'''',."" on 'Naif 4,19-94-,you came into ownersh ip 0 certain property through xi~htetx..~L"{,\~~uAAjef&V{!ti€htxx X:Y.st~jJ>!W!rJJ'amfi~~"llr9uttU9.:~m{Transrer from MIKE SHEUVIUSY.Y,Decuased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt..Held Sa'~1e$Acco)~#75-0')100")S-2 held in tbe,THE UNION NATIONAL BANK OF ?ITTSBQRGH,PITTSBURGH,PENNSYl.YANIA.In the namos '. of laKE SImRVUJSKl OR imS .1~iTHA R(J,HlkER.OpeaGlcl llareh 19.1970.~&.11m~e Qfi of ~te o£, death,$2,'4'.1' appraised by the Commonwealth,as of the date of death,at $2..6116.16 100 %of this amount is taxable at the rate of l'% ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABL.E AMOUNT L.ESS:AL.L.OWED DEBTS NET TAXABL.E AMOUNT AMENDED ASSESSMENT $2,646.16---~-=----1,361.70 1,284.46 AMOUNT OF TAX DUE 192.67 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before A.U~9t,4,19 71 you may deduct a discount of 5 0 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 -- --t9.-aS----- -,--------- 9.63 *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 $39ll.9~$183.04================= APPRAISED BY:..s;:;;LL.LL.a-..~=-~~~::J.:::-t:L;A.ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ., •V_.1,j E .qh;r~L l~""~i'L i ;I 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 ~4/'pJ'6Y ://?7/ Make checks or money orders payable to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of th~1 decedent for forwarding to the Commonwealth,list below the,~ate paid,rranie'anCl address of the person to w~om you made payment,their official title and the amount.-.....',''..,',," 'r",, 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 t~e debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will rece'jlve 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 persona I representative of the decedent handl ing the admin istration of the general estate of the decedent or any other transferee.' SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obi igation Amount Paid f-Q-f.L l\.enne'tn v.T.t10mpSOn 1f uneral Home Runera1 EXDense 1.154.00 .;)-.!..;)-f.!.l\ev.M.vuoanl.C.t1 l"uneral Servl.ce 20.00 7-6-,£:!-I,tul.net ,Monument Co.~'lemoria1 80.00 0-"-1.1.Itlent1.eYVl.ll.e 1"lower :Shop Flower 5nrav 47.701-0-'/1.I~aamps !'or ThanK YOt Cards 6.00 TOTAL $1,361.70 (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of__W_A_S_H_IN_G_T_O_N__ SS: I,Mrs.Martha Parker hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,Mike Shervinsky ,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. v~~rfaMwv_ Signature of Taxpayer DAY OFSWORNANDSUBSCRIBEDBEFOREMETHIS4th August ,'J"19 71 .'rii ,',,~~k5~- ---',,.....:~B'IL~1IeIo"Nlic~~N'WASHINGTON CO..P4.REPORT OF REGISTER OF WILLS Y ,ftmmlss/on expIres Febrtlsry 27,1971i I,the undersigned,duly elected Register of Wills in and for the a,bo~vecounty,do re,spectfullY report that I have allowed deductions listed above in the total amount.of $~~.0 Date of Approval:~Ai 6:;19V ~,~<j ,~Willtii'J· Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 mMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT D"TE_A_~4.~'l{t._._1 COUNTY ~~.~.~.~~~.~. FILE NO 63~7.1'!!!80.4 . Whereas,M~$.~v.~$.~late of 9.Q~~. in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the f.our.th day of May 19.7J.,,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,r.M.Nq.~~9.,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 AppraisementDeserlptlonofAssetValuesMadeforInherltaneeTaxPurpol8s $ Jt.Held Savings Account #75-001028-2 held in the UNION NATIONAL BANK OF PITTSBURGH.PITTSBURGH.PENNSYLVANIA.in the names of MIKE SHERVINSLY OR MRS.lIARTHA PARKER Onened March lq lenO.Balance as of date of death..$2 ..6~6.16 2,646 16 I I Having been duly sworn according to law,I do h"lreby certify that the above appraisement is made in con- formity with law on thiS_~day Of~i:K.:.~~;}~::/ ppraiRer ........................................................................................................................................................... ~(Number and Street) ..............................................~........................,Penna. (Post Offie ·W.ASHJNGTQN ..............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MlKE...SHER1J.INSKY .. Deceased. Late of ...................................C.Q~.URO:.. Date of Death,"4 71... Appraisemel!t Docket Vol.,.. Page,No.63-71-804................................................ Filed in Register's Office,.........Aug.~.t....4....19.71... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement,. Appeal f"om Appraisement,.. Entered and charged,.. ~. ~ '\ •