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Home My WebLink AboutOC1971-1010 - ESTATE OF KOSS--....... ~) (;..... . .. ..;.., ~-3-7/-/010 /' . R~ COMMONWEALTH OF PENNSYLVANIA r:ourr/U[r~ftvt0 DEPARTMENT OF REVENUE · , r co/tOr: HARRISBURG J[f t/ tr;l/oNs -1 0& fl{ '7; RCC-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania' Dear Sir: f Pursuant ·t~ Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the follow_ing report: · ·. . NAME OF REPORTING . Firs~ _Nations;. Bank·&. Trust Cth FINANCIAL INSTITUTION· \~Iashlhngton, ~a. : · . ' Fr.cd:er1& town· Office ADDRESS ~~aderick tpwn,_, Pa. 15~)3. ACCOUNT N-0. OF JOINT, . 01: O'~t.!!2c ·".) 20 ' ' · TRUST OR'.lNVESTMENT DEP0SIT __ J __ ~7_· _''--.}~-·---------- NAMES ON ACCOUNT Sarah Koss or Mary Kuric OR INVESTMENT--------------------~------------~----- DECEASED JOINT DEPOSITOR, Sarah ,Koss TRUSTEEORINVESTO~--------~----------------------- ADDRESS __ ~_B_ox __ l_.9_8_,_v_e_s_t_a~b_ur_s_. __ P_a_._l_5_3_6_e __ ~------------ '· DATEOFDEATH _____ A_ugu __ s_t __ J_,~l __ .9_?_l~--------------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR .__,. __ Ma_ .. _r_y_K_ur_. 1..,...c_ .. --------------,.---- ADDRESS ____ ___,. __ B_o_x __ 19_S_, __ V_e_s_t_ab_u_r_g_,~P_a_._l_5_3_6_$ __________ __ RELATIONSHIP TO DECEDENT Da.~ghter --~--~~------~---------------DATE DEPOSIT OR INVESTMENT January l3 . 1971 WAS ESTABLISHED · . . ' ... BALANCE, INCLUDING INTEREST 9 . ?l9 25 DUE,ATDATEOFDEATH$_·~·-'-·--•_. -·-----------------~- ,, 1M> 1• b ~11r· v_": c;,_7ir.H)rr~Jz-~ ,(;. Jo t % 7 I 9' ~J -~ 'i 3 .·lfo S'lgnoture Assistant Cashier TITLE .S 7() b ,s-g-J • I].. -;, 7. I Y. j RCC-134 ( 1-69) . ' . COMMONWE.AL TH OF PENNSYLVANIA ·•''DEPARTMENT OF REVENUE BUREAU Of'tCO.U.NT~ COLLECTIONS INHERITANCE TAX DIVISION . . "- OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: ___ r-_Wt_Y_K_.u_~R_I_c _______ _ Date: September 30; 1971 BOX 198 l~rAsHm GTON County _ ___.:=1' ==..=.=..::::..:.._ ______ _ Vestaburg, Pa. 1536S 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_P.r_Q.Perty on which tax is herebt_ assessed consists of: Jt~ lillLD IN TH~ FIRST NATIONAL BANK & TRUBT COHPANY, IDrX FREDERICKTOvJN OFFICE, FiiliDERICKTm-m, PENNSYLVANIA. In the name of FfBii Kuric. Opened January 13, 1971. appraised by the Commonwealth, as of the date of death, at $_9....:..,_7_1,;,.9_.,2_:5 ____ _ 100 . % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT ·AMOUNT OF TAX DUE 0 If you pay the above amount within th-ree {3) months of the d~_,yf ciyath of the d~dent, or on or before • ' 19 you may deduc;:t a discount of 5% of the amount of tax due, or 0 Thi~ tax became deli~quent, 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*------ l9 __ in the amount of *If the tax is not paid by the ab~ve date additional interest .is due at the rate of 6% per annum until paid ORIGINAL ASSESSMENT 5$3;16 / 29~16 AMENDED ASSESSMENT $---------------- $. . _!_8)~.16 $ -================ APPRAISED BY::~~~~~~:f.d)_~..::..t.· ~~ SSESSED BY:_·1·_ 1_U_SS_£l1_· _M_A_ltl_N_tJ._' -____,..----- {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders·payable ~-. ! ( ~ ll !~ i~su~e.proper_credit to your account · ..f"L" . / ~ e, ~Ai~ ;Qff1c1al Not1ce must accompany .~ C /) 4( t5~-tj. H) l.lf;-ri · · ~~~ayment. Mail or bring it to: · \Jf-/~ . . . ' AGE:, i . .) -rv::: COMMONWEALTH I 0 -7 -7 / OOUB1l HOUSE "'\F:~~~tui\IGTONP: PENNA: 1~~P1 If you have alr~ady paid this tax to an executor, administrator, attorney or o~th-er pe'rsonal representative of the. decedent for f8rwarding to the Commonwealth, list below the date pai.d, name and address of the. person fo·:'wlio'~ you made payment, their official title and the amount. · , . .,. .~· . .. ,_. : '\ Date Paid Name and Address of Payee Official Title Amount Paid Under certain circu.mstances, 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 ancl"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 personplly legally responsible for these debts, and 2-You actually paid these debts out of the account 'or property described above and c'an 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 Nonie of Payee Description of Obligation Amount Paid - \ ' . TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) . · SS: 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 pay out 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 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$ -----·---o Date of Approval=------,----------Register of Wills '• f .......... ·-' ... Form RCC-2 -:· -' --.. • .. .... COMMONWEALTH OF PENNSYLVANIA DATE .. ...... .O.ct.ob.er. ..... a., .... l971 ............................. .. --DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ~ ~' ........ ~@.~.tJ~:.T.~.~ ............................................ •' COUNTY •. BUREAU OF COUNTY COLLECTIONS /' -· APPRAISEMENT - HARRISBURG, PENNA. 7 7 7 2 7 FILE NO • ..,.p3.~.7l-:-l01Q ........................ -..................... Whereas, ................. §.~.~h ... K9.~HL ............................................................................................... late of ........... Y~.~~.~:t>.~g .................................................................... in the County of ....................................... 1\l'ASHINGT.ON ............................................................... Commonwealth of Pennsylvania, having died on the ............................ .3.$ ........................................................ : ... day of ................... A~.~~~ ....................................... ?tl 19 ..... • ....... , 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, ~~reby 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoaea -.. Jt. Held in the F~st National.Bank and Trust Company, Fredericktown $ 9,719. 5 - OffiM Ft'edP.l"i ~ kt o-wn Pennsvlvania. 'In the names of Mcir.v Kuric I .. . . and Sarah Koss. Onened January 13~ 1971. Balance as of date of death 9.719.25. '- I I ; ,.. - ~avi~g been duly ~worn accopling tolaw, I do hereby rtify tha the above appraisement is made in con- formity with law on this ...................... .t) .... -;t:;:6 ................. day of ............ a~e . .J... ............... , .... ~ .. ~ ... /.2....................................... 19 .... 7./· ................ :·.·-~:-.?.~ .... ~ ... ! ......................................................... . Appraiser ............................................................. (!(~;:.:;b~ ... ~d-.. st~~~-i·; .......................................................... .. .......................................................................................................................................... , (Post Offtee) Penna . ·····TJIJASHINGTON···:· .. :· ...................................... County ·.RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SARAH K03S Deceased. Late of VESTABURG ... : ..................................................................... ·································· Date of Deatlz, .... .Augus.t .... J, .... l97l ............................ . -· . . Appraisemeilf Docket Vol., Page, No. . ... 6.3""71 ... 10J.O ...... . Filed in Register's Offi~e, .......................................... 19 .......... . Amount of tax due, $_ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, :f ·-)· ~ .... ,_ . :-.-. . i -. • • I \.,__ ,, t RCC-4 (8-68) NO.8 11671 COMMONWEALTH OF PENNSYLVANIA 1 DEPARTMENT OF REVENUE OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX 'FIVE HUNDRED FIFTY FOUR and 00/100·----·--... ----.. -~··---------.---- RECEIVED · dollars ~lARY KURIC •PAYING ON IND LIAB representing Pennsylvania lnh~ritance or • • Estate Tax due from the followmg estate: From: _____________________________________________________________________________________________ l! BOX 198 Address ----------------------------------------i VESTABURG, PENNSYLVANIA 15368 63-71·1 0 F i I e No. Date of v"u "''------,-----------i October ? , .i97l Date of Payment ______________________________ __, SARAH l<OSS Nome of Decedent -------------------------------l lfASHINGT-ON County _____________________________________ ____, y \ \ I . S E A',L ., I ,. ' ' NOTE: This Triplicate Receipt Ia be retained far audii purposes. ~ .. \ , 't ' ' / 2% Tax on $ ________________ '"----------r~ 583.16 9,719.25 6% Tax on $ ________________ '"------------------llltl 15% Tax on $. _______________ _ % Tax on $ _______________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after \ date of death Plus interest at the rate of __ %from--------- to _____________________ __ TOTAL AMOUNT PAID $ $ $ 583.16 $ 29.16 $ 554 .. 00 l' , , ~~ • Received b~:~~~f'-:::.:::~~:m~~~~::~~~~----:-----~ NOTE: In accepting the• transfer inheritance· tax on• future estates, prior to the death of ·h, tenant or tenant for years, as evidenced by<this receipt; it is understood that the Connmo•nwe•alth not be precluded or prevented from hereafter assessi-ng additional inh~ritonce tax at the death life tenant or tenant for years whenev~~.,it~appears that such additional tax may be legally due collectible for any reason whatsoever. . ,_