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HomeMy WebLinkAboutOC1971-0882 - ESTATE OF MIZWADtPARTMENT OF REVENUE BIJREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 Fonn RCC-2 •• COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~~.~~.:~.~.~~.??.~. COUNTY ~~.~.~~.~9..~.. FILE NO•.§?:?~:.?.~. Whereas..MRS.MARY MIZWA late of MO.N.ONGAHELA.. in the County of WASHINGTON Commonwealth of Pennsylvania.having died on the ~§~~day of ~~1971.seized and possessed of an estate subject to Inheri~ance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,f.~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. Deacrlptlon of Aaaet Jt.INVESTER PASSBOOK #7llCf/6 held in the PITTSBURGH NATIONAL BANK, DONORA,OFFICE,DONORA,PENNSYLVANIA.IN THE NAMES OF MRS.MARY MIZWA. IN TRUST·FOR ANTON MIZWA.Opened July 15,1969.Balance as of date of death,$1,313.12. Unit Valuea $ AppralaementMadeforInheritanceTaxPurpolea 1,313.12' form~;V:fhb~:::~:.wOO1la~r1~tol~:::u.~o~e~~~~~i;::~~~~~ Appraiser 0'umber and Street) .........................................................................................................................................., (Post Oflleel Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................l1RS.•...MARY....MIZWAj.. Deceased. Late of MONONGA!JELA ,.,. Datc of Death,May 16,1971 ,.. Appraisemei!t Docket Vol.,: . Page,No 63""71 .882 . Filed in Register's Office,19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,. Entered and charged,,. ~ ., RCC-43 (5-65: (OM,;,(o'.'"t-A1.or H u:=I)f r~NSY LVANIA )::1 t R'~;,::l'n '.:::r.(Evf NUE f~"f.'RISPURG ~3-11-1Y;0 J NOTE:TO BE SU8MITTED IN TRIPliCATE Pcnnsylvanil1 Depm!fJe..,t of f;'.:v~nut Bureau of County C01lec to ofi5 26 S.4th Stfl~et Harrisburg,PC'i'i';llvOt,.1 Dear S,r: Fursuo:1t to Secti'1;)742,Pennsy!y"w;'1 Inheritarce Jnd Estate Tax Act of 1961, we herewith subn'l!the iollowing 'cport: NAME OF REPORTING FINANCIAL tNSTITUTlI)N ADORES 5 _._!~!-~~~~__A.v..e~.!!L...;;:,Don..::=o;:.;:m:..=......_P~a:::Jl.,---,1=-50~3OL3 _ ACCOUNT NO.OF JOIN'I, TRUST OR iNVt.:STIr,ti·'r DEPOSIT__Invea~r Passbook fi m074 NAMES ON ACCOUNT OR INVESTMEr~r .._~~Mary..Hizwa I'i'F Anton Mizwa --------------- DECEASED JOltH DEPOSlTCR, TRUSTEE Of,t·jVESTOR _are.l'Iaul1iAR__._._.. ADDRESS_..1321 Fa~tte ~~reat,Dono~~'~J __ DATE OF DEATH .?-ter 16,1971 ,._ SURV'VING DEPOS.fOR, BENEFICIARY OR ltNESTOF An~Mi~~_. -------- ------ RELAT'IONSHIP TO DECfDun_.~~_... ._._ DATE DEPG;IT OR INVE~TMEN-;' WAS ESTABLISHED __._JtQ:115t_12~__.__..:-._ BALANCE,IN,CLLlDING INTEREST DUE,AT DATE OF DEATH $l,31j,}g"----~=t-----._ ctb,Ji',{J(J[UT.1rtl~~l'r-_-----.lit...__.._._. Sig.," i\ssiatel,t CIL..hier -.,l:If·i......... '~....'·JA.L TH 0''fNNSYlVANIA .........'Mfllll OF REVENUE ,t,;"~~COUNTYCOLJ..ECTlONS bUU.i.tANCE TA.XOIVISION . OFF',C,AL NOTICE OF INHERITA~CE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ·. ~C C ,6 C,""¥II .' ..' /,1\_~it3~t;I:l'6K;;'l;:i;1Wllll'tAtti.illtl;.;x.iC;('mitJll=b~·':.Jc.T_~..:..'...,".:-c:.;_''\,.:.......{~".~.<____-'<;~. " Dote:!Im~2,1971 County 'rli\~HliCTON County File No.-_ Bvreau File No.63·p-,l.r2.J ~hove received notice thot,~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Ma¥16 1911-,you ,orne into ownership 0 certain property t 10Ug ~~.transfer l'ranl;R.:,;.!·:'.iI.Y 1JZ.:A,Deceased. Und~r the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are Jo)(obl,t" and the liability for the poyme!'lt of the 'n~e,it("nc('talC d.le ;s imp"c:p,l '$10"you.as trors'f·'t. The property on which tax is hereby ossessed consists of:.It..IDvceter Passbook I/7JJC1.l4 t:v;,Jd in tbe flII'~Wl(&H 1jAT~b~;.:Adi\,~HJf~J OfflCL,P~tttIlA.1).la,r..XLVMlllu In tho mimes of'Mlts. HARt lildlJi I1j Tlm~,'I F\Jh .Al,"r~)1Ll·rIt;Il.tl.Qpeoed Ju3,J 15.J%9.Bale-ace Ba or date ot dBatb, $1,.313.J2 approlsed by the Commonwealth·,as of the date of death,at $ ),;J3.J2 ,lQQ %of thiS amount is taxable at the rate of 6 % ORJGJNAL ASSESSMENT DATE OF ASSESSMENT TAXABt.e AMOUNT LES~AL.LOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE 78.79 :J If you par t~f'trbove amount WI,hln "He.\3)months of the date of deot~of tne decedent,Of on or before Auguot 16.J9 ZJ,.,you mOt -deduct a discount of 5%of the amount of tox due,or ____3..l 91+_-------------- o This tax became delinquent,fifteen (lS)months after the dote (:If death and,in addition to the tax,sttltutory interest ot the rote of 6%of the tax per onnum is also due 05 of *- 19__in the amount of --------------------- *Jf the tax is not paid by the above dote additional interest is due at the rate of 6ll;'o per annum untij paid ASSESSED BY:_ (A~i:"t for ti,~Co;·,mI.'weu!th) TOTAL AMOUNT DUE ...-/ _;.,,.I-APPRAISED BY;_-----,--.:.........~___.....,<'-- (Inhetito/,:('c Tox Appro,ser) $$===========-== INSTRUCTIONS TO TAXPA)ERS ,-"\... 'I'-'{-\r·...·,......\,"W;'.: To ',nsure proper credit t,u your acc.ount t~is Official NotIce must accom;>any your payment Moil or bring It to: /I /" ,~.. 7 ./ Make cheeks or money orders p(]yabl~to· Il,- ",IJ ,.'... ,:II.'J,--:-.\. Amoun!Pqid.a •r..,.x.,.......,:....'l.~' -----,....'-,.,~....'..+ Official TitleNameandAddressofPayee _ _•-f ',:'/;tit!I'"":I':, "you havt,,:eafrMdy paid this tax to on executor,administrator,attorney or other personal ,.pre ~t f6tforwarding to the Commonwealth,list below the date paid,name and add...ssO£r".' ,.....pQyment,their official title and.;the-a~nount.'..'.''.' '.I.01 j ~.- "3·These same debts are not also claimed,for tax purposes,by an executor,administrator or other .personal representative of the dec~dent handling the administration of the general estate of the decedent or any other transferee. .'tHE THREE TESTS WHICH MUST BE MET'ARE'THAT: '~'~You w.re personally legally responsible for these debts,and"'-. t,;You actually paid these debts out of the account or property described above and can furnish proof "of such payment,if required,and .SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid " :~' " ---:1, ., . TOTAL $ Ul'er certain circu~stances,if,after the date of death of the decedent,you personally paid funeral expens.s ......jult debts of the decedent,with funds defived from the property herein taxed,such amounts expend.d .,ou may qualify as deductions against the gross value of the property in the computation of tqx due.·H.y ~:,~.xpenditures meet all of the three following tests,it is recommended that you itemize the paym,nts,b4tlow, ",,::~ute the affidavit,and return this notice.The Register of Wills will examine t~e debts cla;medon~aU.,t .....which he determines to be proper.The tax will then be recomputed and you will receive an amended ,.taPl.nt of to...".. ,x-..... '·;'iioo· (attoch separate sheet if required) COMMONWEALTH OF PENNSYLVAN-fA) COUNTY 01=:_ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenleS and other debts of the decedent,,for which' was 'egally 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 Signature of Taxpayer REPORT OF REGISTER OF WILLS ',the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed obove in the toto I amount of $• Datt of Approval:_ Register of Wills ".. ..~-.......:....."...,