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Home My WebLink AboutOC1971-1068 - ESTATE OF HLADIK SRRCC-43 (4-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE 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 FINANCIAL INSTITUTION PXTTSBlJRGHNATI<JiJAL BANK •CHARL~.RO!OFFICE ADDRESS CHARLliROI,PAp 15022 ACCOUNT NO.OF JOINT,. TRUST OR INVESTMENT DEPOSIT Ohecking Aocount 01-4·176468 NAMES ON ACCOUNT..OR INVESTMENT Victor Hladik,Sr.or V.totor Hladik,Jr. DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Vister fUeaik,SoP, ADDRESS ". AND COUNTY 464 Center Ave.,North Charleroi,PrLj J5022 DATE OF DEATH ::=:~9=·-:;.:::1.4.:,9-:.&.71....·--:-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR --:..:..V::;.:1c:....:t~or::.....:::H=la=d=i=..ik,L·~Jr~.~.,--__.,--_ ADDRESS _~4':'"""64-C-en-t-e-rA_~-e...;.;.,~Nor_t_h_C_h_ar_l_er_o_i...:.,_P_E1_._1.:,.,.;..02_2_.....--_ RELATIONSHIP TO DECEDENT_S_o_n ---..._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED '11-22-49 BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH-$~4l11:.J5:::..:.:1.!:.=2.=.1 ~~------ TITLE N.Charleroi,Pa.15022 TO:V_i_ct_o_r_lU~._ad7"l._·k...:.,~._J_r..:-.._ 494 Center Aye., RCC-134 (\-69)...~ COMMONWEAL Ti'\,fOF PE.WNSl'LVANIA DEPARTMENT OF REVENUEB!t~AU OF COUNTY COLLECTIONS .,I INHERITANCE TAX DIVISION-- OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__0~c:..:t:..:o..=..b..::.;;er~6'.L.1~1::..:97~1~_ County ~W._'A.,-S...:..HI_N__G_T_ON_·_ County File No._ Bureau Fi.le No.t,3 -7/-/cJC Y We havS retei:bed n~~ce _ on ep ern er '19__,you came intoownershi h "Transfer ~rom Victor lUadik,Sr.deceased (Charleroi) 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 IN·THE PITTSBURGH NATIONAL BANK,CHARLEROI,OFFICE,Charleroi,Pennsy1vania•.6heeking Account 01-4-176468 I • In.the;ncimesof Victor lUadik Sr or Victor lUadik,Jr.Balance as of date of death $4,151.21. appraised by th.e Commonwealth,as of the date of death,at $..-:i4t.l1,~1:..:.5:::.1.:.:.2::.:1==--_ )0 %of this amount is taxable at the rate of6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $2,975.61 AMOUNT OF TAX DUE 124.54 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or befoQec.19 19 71 you may deduct a discount of 5%of the amount of tox due,'or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest al the rate of 6%of the tax per annum is also due as of * _ 19__in the amount of $=================124.54$'l *If the tax is not paid by the above date additional interesLis due at the rate of 6%per annum until paid I '~~~,l'.,·-'!f'~\.....\:-tJ wt'-...h...w..-I01>;t~APPRAISED BY:~~~~~~~:d4-~~¥ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ..~~ Make checks or money orders payable to: I To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 1<~JlJ1M~ AGENT FOR THE COMMONWEALtH .COURT HOUSE . WASHINGTON,.PENNA.15301 ., Amount Paid •! Official TitleNameandAddressofPayeeDatePaid If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address f)f,tbe'~er(!jon to whom you made payment,their official title and the amount. 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 paYlT)ents below, execute the affidavit,and return this notice.The Register ,of Wills will examine the debts claimed and allow those which he determines t~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 .......l'----I.ES. .J .-J'vo .·ci..A I Ivle D. 2-You actually paid these debts out of the"account or property described above arid can fu~nish proof of such payment,if required,and (ftJrtvu.L-ct ./C.J.(.-<...j~.). 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 Name of Payee "Description of Obligatipn,"Amount Paid SePT J1~711 U).P4'l f{'?LAl )~J.e)L ,0f'A'LA..a.'L-0 d..u-L A ~;f;J).&10 -:5-'00 (JeT 11'11 LJ./!A.t H?t-)l /1t-'<1.t.;!'..Al'Jl1..t.d.../',(-1'.'"rtD /Oft),(""'.t.l .tt-(l ;;(,5?:J I(~)c//I-7///],1./11a [;",-<-lrt-i.·.rVAJpN.(~"J..i,C'JA""'-l.';'>-U"~cta..u_....;\:b.-AtnC!....q"&}fe.,/</,00 3efJT.'J.'J->1 1'1,/:../cdiJ..;"U'L L_('n..~j£I;f;-t/ai..l;e ~./9...1-1/,cO~:·I .5 t?P-r.'J.o 71 -::;::}I'M,.V"<'I r £'(;/'1 tt,.1..1 /A-{,.t'r.t1,}....."./f..../.c...a.~~-t J..A..-l')7t.../ f:.A11,fl.<;).I'.P .J.-,.r.,1 I.-:I 1'\A.a->'"Y-/i lrl J!.t:&'J .P t;0,.00.r.'"¥t.'"~&i A 0 n •./ MA/)'1>-:'7 I l!cr~'t;/iJ T<'iJ./l A ]:'1 ..~IJ ~:.,~..tIE;'......1.-:"_{'..,i.c'~·.A;t·30 r /~2 HAY 14 .')/L,)'old.e ...-I ..";/NI.tJ:lA<l.7:;J,--'\.f.,!.:.-L>,Lt",~Le.{"i<v~-t.')"f!.R "\.7](;.,()c) ;::....Lr./0 >1 e/u:vd€.A-<'L.-?7}O'Y~vr;"J.·'incA_1.'""/'JA'..t d tI~(,Aot".:i ./r&,e'),to)?. TOTAL $~I ~O .J.~ (attach separate sheet If requ Ired) Sjanature of Taxpayer "\]OS~PH F.FIEDLER,JUSTICE OF THE PU·.(r '1 Charleroi Borougn,Wasnington Co,Pi) COMMONWEALTH OF PENNSYLVANIA) , I I J ---SS: COUNT;Y OF:lVAS I;tI~G /0 AJ ) I,(L~t.u 2/t,.rt.'.YA hereby ceJ'lfY:,that~!oresowg I~a i",tand true statement of funeral expenses and other debt of the decedent,U-,ce£e.-u ,d::!:::QA>fkiL ~M ,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..J. -(. SWORN AND SUBSCRIBED BEFORE ME THIS /2 -DAY OF ()c To (ip !(192L... I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deduct;ans I;'e(bave In .he t:1 amaun'of $;2-/~~~h/YkA.D Date of Approval:_--I''--_~_~_---I __'--____-f!I/~~~ Register of Wills ForI Peter J.McHale,Director Bureau of County COllections... . -.t ..... t,'1"'.,., J,/ 72 flAY ?~, May 24,19'12 RUS,o,6 PlY ~ Mrs.Frances Leo afC/sr-':~:/liO'~~ Chief Appraiser ~~fA tf,(OF~.:'VRoom244,Washington Trust Building S,l{If.![,'10 II . .-I..':- S.E.COr.E.Beau &Main Street ~. Washington,Pennsylvania 15301 ReI .Estate of Victor Hladik,sr• File No.63-71-1068 COunty of Washington Date of Death 9-19-71 Dear Mrs.Leo I We are in receipt of an Appraisement and Assessment (RCc-134 form)with en accompanying Appraisement (RCC-2 form). appraising the same joint checking account in the above caption- ed estate. The Appraisement and Assessment bf use of a form ROC- 134 constitutes an official appraisement therefore,does not require that a RCC-2 appraisement.be issued t.o reappraiS9the same joint.asset. In view 'of t.he above fact.s,the RCC-2 appraisement. of.Sept.ember 23,1971 is improper and invalid. Accordingly,we hereby grant you permission to have t.he ent.ry of the appraisement of sept.ember 23,1971 on form RCC-2 in t.he amoUnt of $4,151.21 deleted from the Register's docket and mark the same "Void". The records in this Department will be appropriately marked and the Appraisement.and Assessment.filed by use of form RCC-134 on October 6,1971,showing an amended assessment will .remain the appraisement of record.. Very truly yours, Herbert A.Brinkley,Assistant.Chief Inheritance Tax Division HAS/lal c.c.Russell Marino,Register of Wills ~ j FORM REO-17 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG.PA.17127 Register of Wills of Washington County Court House Washington,Pennsylvania 15301 {,