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Home My WebLink AboutOC1971-0923 - ESTATE OF POLITANOFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION HOUSTON,PENNSYLVANIA 15342 Date:August 6,1971 County Wasbi ngtan County File No._-:--_ Bureau File No.63-1/'-q02 3 We have received notice that,IIlX~XXXXXXXXXXXXXXXXXXXDlx:xXXXXXXXXXX on.June 24 19 71,you came into ownership of certain property through ~~~ ~Xl~~KXXXXXXX transfer from,ELIZABETH POLITAN,deceased. ..(Late If Houston) 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. TO:LUCILLE TOMSIC or CAROLIN D'ORAZIO PINE AVENUE RCC-l34 (1-69) COMMONWEALTH Or-PENNSYLVANIA DEP1RTMEN'1'OF REVENUE BURr-AU OF COUNTY COLLECTIONS INH;:RITANCE TAX DIVISION- The propertr on which tax is herebl assessed consists of:Jt.Held Bank Account 2420,heldintheSLOVENIANSAVINGSANDLOANASSOCIATION,STRABANE OFFICE,STRABANE, PENNSYLVANIA.In the names of ELIZABETH POLITAN or LUCILLE TOMSIC or CAROLINE D'ORAZIO.Opened.4-1-61.Balance as of date of death,$~~14.34. appraised by the Commonwealth,as of the date of death,at $3,414.34 33 1/~of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $1,138.11_-!:.-----$~/3 r 1/ AMOUNT OF TAX DU E ---------"', o If you pay the above amount within three (3)months of the date of death of the decedent,or on orb~fore Sept.24 19 71 =of you may deduct a discount of 5%of the amount of tax due,or 3.41 D This tax became delinquent,fifteen (15)months after the dote 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__inthe amount of *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid $=================68.29L--/.TOTAL Z $ APPRAISED BY:~...£=I ..'ASSESSED BY:_ {Inheritance Tax Appraiser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ,Make checks or money orders payable to: 1?~I1JU,{~ AGENT FOR lHE COMMONWEALTH t COURT HOUSE WASHINGTON,PENNA.J530J To insure proper cred it to your account this Official Notice must accompany your payment.Moil or bring it to: If you have already paid this tax to an executor,administrator,attorn~w ,,;'o,ther personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name ,and address of the person to whom~Iyoumadepayment,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 Clny 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 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 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 personaI 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 Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) 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 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 $• Date of Approval:_ Register of Wills '"',',-- AUG 2 .~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE f?;:: HARRISBURG ':0 1 UL1rSE,JVED.IN Ty ,,-.j,U cr- tOl J r.~ .t..('fON r: v Pennsylvania Depart'ment of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,Pennsy Iv~n ia NOTE:TO BE SUBMITTED IN TRIPLICATE .RCC-43 (4-69) Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,. we herewith s·ubmit the following report:' NAME Of REPORTING FINANCIAL INSTITUTION Slov-en1.an Savingstuld Loan Aosoeiatien ADDRESS 107 Latimer Avenue,Strabane,Paw 1~)6) ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DE POSIT--'Or.J-p(J-lt\H1~o1flntiia*1-.2~4~2~O~------- NAMES ON ACCOUNT OR INVESTMENT Elizab~th pol :1tan or LllcilJ e Tomsic or Caroline D'Orazio .'DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Eliza.beth Po11tan ADDRESS AND COUNTY Eine Aye.,Houston,Fa.15342 WashingtoQ COWlty DATE OF DEATH 6-24-71 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR tue:!1]e Tom,:ic or Caroline D 'Orazio ADDRESS ------------ RELATIONSH!P TO DECEDENT_.....D.u;aiUou'€g,..uh-.w.t,J;OeroLis~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _.4=-14:-:.\6ul~:-_ BALANCE,iNCLUDING INTEREST DUE,AT DATE OF DEATH $__3.............41....411U1.'"""3....4-....__---~----_- ~,i-.f~~~,z.= Signature .TiTLE-7. ,)'_.'',.:';~'.'~;"'.'-""~1>'-r ..:'.:_:.:··'·~~/·:t~·'~'-~::!~;7:~::·":·:~:'I".'·:~··~_"':_:~~1t,,~\J"~~~~~'~;ji If you have already ~aid this tax to an execu'j{Jr~administra~or ..a'·ome;,'·:tr}fpe'<;ontirr~~res"'nhJ-~,:~eof,t:le f';.r.i..J decedent for forwarding to the Commonwealth,lIst below the dOlt:poidi:name'on(dd-ess 01 IhJp<':,n:,I(I.~.morrl ;-~cr~ you made payment,their official title and the amount.....',\'.'c ';",·.::/~t::,·,.~:,,:':,".',.,,\~ Da~e Paid Name and Address afPayee .'uffjciaTTitl '"'f~mou.i;?:;r':';;;;[!} ,'I"".,",i ",',,-;;~=(=r"r",-r--,,',...._,(..• '"-';-:c'---:'"'".-~'"".'"~,:fJ '~'.\~'':...:.:>':,t.,,;~.,~'.t: Ii.,-.,t-. Under certain circumstances,'if,after the date of death of the decedent,you personally paid funeral .:'xpenses 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 gro~s 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 :he puyments.~elow, execute the affidavit,and return this notice.The Register of Wills will examine the debts clarmed 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: , ,"'',-,',;', .~-You were personally legally responsi~le for these debts,and ,. i I !I 2-Yoijactually paid these debts out of the ~ccount or pr~perty described above a'nd can farnish proof , ' ,"oL~uch payment,if 'required,and t b 3·These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the dec~denf !)andling the administration of the general estate of the decedent or any other transferee.'" II 1lI I SCHEDULE OF DEBTS. Date Paid Name of Payee Description of Obligation Amount Paid '7-J-7/.(Qu./s AJ S o.ht.O1lJ_~.<ij{,J...6 ~1L1::::.::...l;:,.~_i(~R J~<?~/02"":<9 ,()tr ----- ----.'. , TOTAL $lol..J9 o-d (attach separate sheet .f requ Ired) COMMONWEALTH OF PENNSYLVANIA) SS: COU I,,(,z..I 'p hereby certify that the forer9..oing is a just and true statement of funeral expen es and other debts of the decedent,1.:I,2:fl bL l'h (J/6{"t ~:x-:-,for which I , was legally ~esponsible and whichl did.payout of the property herein tlJxed.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. I .s t DAY OF,D SUBSCRIBED BEFORE ME THIS -+-i1~..p.4.~.u,.4J:~"'-r---19...2.1.. ~,.•0.',.,/JfI(c·_~.:---CAROLE Y.OVAK.NOTARY ,Ie WASIIlNC10N,WOSIlINGTON CQl:~rry REPORT OF REGISTER OF WILLSMYCOMMISSIONEXPIRESocr!7.1972 fttt.:f"Jcr,PennsylvaniaAssociation ofNotaries: "I,the undersigned,duly elected Register of Wills in and for th:.tbove county,do respectfully report that I have allowed deductions listed above in the total amount of $\....21;:!:t . ' , Dote of Approvol,SEP 131971 Russm MARINO -r\I,<:::,,:~}1 ~ .-, . ,Register of Wills ' ---------_._--~ I Fonn RCC-2 ;...COMMONWEALTH OF PENNSYLVANIA DATE ............~.~.~.~~?~.....!9..?......~.?.7.~............ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX NTY WAS HINGTON~.. ~UREAU OF COUNTY COLLECTIONS COU .......,........................................................................................ APPRAISEMENT FILE NO.b)e1....\....=:t....~,)_.................HARRISBURG.PENNA.17127 Whereas,..............................E1IZABETH...POLITAN.:.........................................................late of ..........,...~?~~?~........................................................................ in the County of ....................WA$.H.1NO:T.QN..................................................................................Commonwealth of Pennsylvania,having died on the .......,........,............24th.·......·..........·................................day of ...................~~..............................................'19..fll..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Frances Leo appraiser duly appointed according to law,.......................................................................................................................................,an 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInherllanceTaxPurpoles Insolvent $3,414.34 Jt.Helhd Bank Account 2420,held in the Slovenian Savings and Loan Association,Strabane Office,Strabane,Pennsylvania..:En the name~of Elizabeth Politan or Lucille Tomsic or 0.a.rol~e .,~ D'Orazio.Opened,4-1-61.Balance as of date of death $3,414.34 ~ I .. ~....,... :.-] .. }- fonn~;:':fhbl:~::~h~w~~7od~I~~:~.~:re~~~~~~;::~~n~? I Appraiser ................•........•....!..•..:...............~...•..••..,....••••••..•..••••••...........................................................................,(!'Iumber and Street) ........................................................................................................................................,Penna. (Post Ofllee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EKIriZABEl'H POLITA11 Deceased. Late of HOUSTON Date of Death,J:une.24.,1.97.1 . ;::a?<II~~~~~.lOI~~j y . g,. Filed in Register's Office,J Amount of tax due,:". DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement, Appeal ft-om Appraisement,. Entered and charged,.