HomeMy WebLinkAboutOC1971-0906 - ESTATE OF ZUBKOFonn RCC-2
.-~~"~COMMONWEALTH OF PENNSYLVANIA DATE ..3.ept.embe.r.....9.,......1971...........................
DEl"ARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON;COUNTYBUReAUOFCOUNTYCOLLECTIONS ................................................................................,................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........63.~71~.9.Q6..................................................
Whereas......................................~G.HA$.~....~Y..~~Q...................................................................late of ........Cballleroi...............,.....................................................
in the County of ..........................WASHINGTON...................................................'.......................Commonwealth of Pennsylvania.having died on
the ........................lSth........................................................day of .......July.........................................................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 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 AppraisementDescriptionofAssetValuesMadeforInherltanceTaxPurpoles
Jt.Savinl!s Certificate No.KOO6l9 held in the Mellon National Bank $2,500.00
and Trust COmDany of Charleroi.Charleroi.Pennsylvania.In the
_ft_......nf Uol"",",,,,...'7.uhko 01'.Tohn n..1,Onened Mavll 1970.Balance
as of date of death $2,500.00
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,/AppraiBer
................................................................................................................................................................"
(Ifumber and Street)
........................................................................................................................................,Penna.
(Post Oftlee)
·......................WASH.INGTQN .County
-'of
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MICHAEL ZUBKO
Deceased.
Late of
.CHARLEROI .
Date of DeathJul.y 18.,197L .
Appraisemei!t Docket Vol.,..
Page,No 63.~71~9O'&..
Filed in Register's Office,1
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,..
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RCC-43 (5-65)
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COMMONWEALTH OF PENNSYLVANIA RfCEJV
DEP/(RTMENT OF REVENUE '";OUNf'rU~{/:,u~~,
HARRISBURG "'ULL.Fi .'0",.,
AUG 2..IS
122 PH '11
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NOTE:TO BE SUBMITTED IN TRIPLICATE
;'.
~ennsylvania Department of Revenue
Bureei"J of County Collections
'.26 ·'s.4thStreet
Harrisburg,F:'ennsylvania
D,ear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:.
NAME OF REPORTING
FINANC IAL INSTI TUTION -~...a...,2N-~IlI-'..,..fthl'~'.wN._U;••·.""",WNWttQ:l•..·,...,J#JWllNlJD-,....TR!YU:Rii.S'llr-W-:li,ClQlOJg.w·iN¥~.f-·--
AADCDCOREUSNSTN-O-.-OF-JO-I-NT-,-...:I~~···"···GI/3i;Ii··'~·,··'rlU·····,·~1.-Q~"~,ll,I!IlqBi;U'·~"'''''''H'!''~'~'~i4-'-'-.-,.-----lo..>.A.A.,,I...~.~Uti2 1.,vJ"''"1
TRUST OR INVESTMENT DE POSIT_'8I»I~'J,¥'.··~'J),;qs8o...e-"ic.~~*'~tol.1.if~],~O'H't~.41IUIQ.O........,."rMGiAi..',·I91IJd1t"-----~~~~~~~T~~~~UNT ....1 ~Ii'~
u JobnZubko·
DECEASED JOINT DEPOSITQR,
.TRUSTEE OR INVESTOR _--Jl.IfLlo:tCWJb....~e...i ......ZiUJUblllkwl):...---_--
ADDRESS 'B6Ce.t(lr'~.t 'tlQttb 'Chlli'tolt'.QQ¥l.v.~..1.5021
DATE OF DEATH ---I;IJ1;u.tS..,'~I~a..;:-l11i.:l19~1'''"",---.,;,,_
SURVIVING DEPOSUOR,,
BENEFICIARY OR INVESTOR _........J~oh~Q.......1!M"~,."~ko.,...:__.,......---------
TITLE
RELATIONSHIP TO DECEDENT_H$iIIPlAlbewl1l·J-""""""""':"'-------_
DATE DEPOSIT OR INVESTMENT '
WAS ESTABLISHED May '•.tt'O
BALANCE,INCLUDING INTEREST ./'",
DUE,AT DATE OF DEATH $~?~••~'Ob~.'4J'OOIAo··.L-..._
~.r
I s-lcJ X ;J,f 0-00,0 CJ ~3 7J;o 0
'S1()X.{'3 1,r,(J {)::.~#I~7~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION-,,,
...Rc:C-134 (1-69)
"..-II"
COMMONWi:ALTH OF PENNSYL'VANIA
DEpARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
If.lHERITANCE TAX DIVISION
TO:J~HlZUBKO '
5840ente"Avenue,Korth Charleroi
.Peilnql'\fa1'i1a 15022
Date:,Aupst.,n,un
County Waah1npn,Pa"
County File No...,..-__
Bureau Fi Ie No.--'~""'_'$~-___'1......1_-......9....;,.O__"k'___"_
~e.have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on ,Juq 18 19--7).!_OU came into ownership of certain property through r '
w~t.1a'8.Jleter mm Miohael Z\lbko,d.eoea,ed ',te of Cbal'lel'ol '
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 prope~tyon which'tax is hereby assessed consists of:Jt•saYings Certificate 10.1e06l9
held in the .llia Rational BaM and Tl'Uat Co..ot Charleroi.Charleroi.
'..
"'
$--------
AMENDED ASSESSMENT
-----------........../
18.15
$--------
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
Pennulyan1,15022.1ft the nameS ot lIlahael Zubko 01'John Ztlbko
appraised by the Commonwealth,as of the date ~f death,at $_-.::2~,S~OO:.=•..;;;OO=.'_
100 %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT
2.'00.00
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
,of the d<Oet\ilSWt!l.&J the tVl=edent,or on or '
,·~before 19 ,you may deduct a
discount of 5%of the amount of tax due,or _."_.•
D ,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
....'oil'•,...
------_....---
*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 $
:n5.00
$=================
APPRAISED BY:_
(Inheritance Tax Appraiser)
ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
MOk~;.";;~:;:OYOble to'
9-~·-7/
~-rJ (3/ISyrr
To insure proper credit to your 'account
this Official Notice must accompany
your payment.Mail or bring it to:
ldE COMMONWEALTH
COURT HOUSE
\I\,ASHi ,GTON,PENNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of .th~~"..
decedent for forwarding to the Commonwealth,list below the date paid,name and address GJ the person tErwnom
you made payment,their official title and the amount..
Date Paid Name and Address of Payee Officiol 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 dec~dent 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)
COUNTY OF:_
SS:
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 ~1iS DAY OF
19#;.'..-----1--
REPOR"\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 $
Date of Approval:_
Register of Wills