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HomeMy WebLinkAboutOC1971-1085 - ESTATE OF DRAPELAOFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMllillSTRATION \'lashington,Penna. 15301 Boldie Drapela Findlay Street Date:September 21,1 'l71 . C~unty 11ashington County File No._ Bureau File No.0-3 ...V-/6%S We have rece ived not ice iJ;iaj~X~QXi~~~(~utJ~f:1r~:xxxx..XXXXXXxy.xxxXx..'{XXX.;O;:LlXXXXXXXJ.x.x on Sept.10.,.19--7J,you came into ownership of certain property tKlo\J~~{()fC~&,r.v~~or:Sl:i~p~'wf.~hwn;il)~'{f.>OQ"II1'EfdQ}ptli&Yde~~Mt .Transfer from WilIDiam Drapela,deceased ~\Ja5hington ' TO: &&£ 7c.~,,,,-.","'"I R<;C-134 l"1~69) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAJJ OF COUNTY COLLECTIONS INHERITANCE TAX DiVISION 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 First Federal Savings and Loan Association of t'Jashington,I'Jashington uffice,\'Jashington,t'ennsylvania. In the name of Boldie Drapcla.Balance as of date of death $l~,282.16 appraised by the Commonwealth,as of the date of death,at $4,282.16 15 %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 $_~2::.",,,,,,14!:l::1!:J1.~O~8 _ 321.16 $-------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or beforeDec.10,19'1 ,you may deduct a discount of S%of the amount of tax due,or ----------- D This tax became delinquent,fifteen (lS)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__in the amount of ---------- *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 $321.16 $-=============== ASSESSED BY:RUSSELl!MARINO. ,"'-(Agent for the Commonwealth)(Inheritance Tax Appraiser) ,,)C.'o APPRAISED BY:t-(ot .,!f .,I..t.r<vI INSTRUCTIONS TO TAXPAYERS 15301 To insure proper credit to your account this Official Notice must accompany At{~ayment.Mail or bring it to: Mit.i'l 1-0;'1 THE COMM(iNWEAi.1 i1 COURT HOUSE WASHINGTON,PENNA. fJCL-d; //-/-7/ Make checks or money orders payable to: .:g6J",/().//8 e?1~r(, ;7 1 7 [) •-, If you have already paid this tax to on executor,administrator,attorney or other personal representative-'ott'ile-.-', decedent for forwarding to the Commonwealth,list below the dote paid,nome and address of the person to whom you made payment,their official title and the amount. Dote Paid .,. Name and Address of Payee Official Title Amount Paid .. Under certain circumstances,if,after the dote 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 we!e 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 on 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 Nome of Payee Description of Obligation Amount Paid . TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: I,hereby certify that the foregoing is a jU,st 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_. '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 $--------0 Date of Approval:_ Register of Wills ------------------ .' RCC-43 (4-69) COMMONWEALTH OF PENNSYLVANIA J;PlllvEq, DEPARTMENT OFREVENUE COUNTY cot~f~~:IONS HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisbu~g,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTINGFINANCIALINSTITUTION __l'_"li_I'_st_,_F_ed_E!_I'_B_1'_S_lv_i_n_g_sB_nd_'_Lo__an_A_s8_0_C_._o_f_W_B_Sh. 17 South Main Street l<Jash:lngton.Pa.15301ADDRESS---_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_t:l_'-_24_1_43 _ NAMES ON ACCOUNT toliJie Drapela or t·?l11i.::an Drape-IsORINVESTMENT _ DECEASED JOINT DEPOSITOR,WUli;;l:D Drapel;;;TRUSTEE OR INVESTOR _-.--_ ADDRESS l"indlay Street Uaehingtou.P3.AND COUNTY,_ DATE OF DEATH September 10,1971 SURVIVING DEPOSITOR,:Goldie DrapelaBENEFICIARYORINVESTOR _ ADDRESS F_i_nd_l_8_Y_S_t_re_e_t_w_-Q_Sh_i_n_g_to_n_,_p_s_._15_3_0_1 _ TITLE RELATIONSHIP TO DECEDENT B_ro_t_h_er _ DATE DEPOSIT OR INVESTMENT AprU 24.1968WASESTABLISHED _ BALANCE,INCLUDING INTEREST $4282.16 DUE,AT DATE OF DEATH $~::__...........---------- "r""""'·.. 1;'I 'I,:>.gt./'"-';1<//.05"" ).s.-!o1 ),//';tj.Otr~:>yl·/~ 0 ....'70 1 32-1./10 -:;.../f>.o~ " RCC-43 (4-69) ,.. REefCOMMONWEALTHOFPENNSYLV~J~8~Rf!lIVfO DEPARTMENT OF'REVENUE T'r CO(Fl~C' HARRISBURG Sa /1 I -l7/0Ils september ~,ltf71 J 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 Mellon NationAl l\apk.and !rust Company ADDRESS 1M)South KalA Street,Rashtnston.fenM)'lt4nia 15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT sav1ngfi Account '61..8876 NAMES ON ACCOUNT OR INVESTMENT Bo,'ldLo iIl"ap~l.~ W11.U,4D\N.&rapela DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR W111141))M.Drapela ADDRESSANDCOUNTY 1174 'indlay 8tJ:NC.W.lh1ngtont 'enneylvtu.ia ..Washington.County' DATE OF DEATH SeptMbtr 10.1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _...I:Bo~ld==llll:1:e~Dr:~.·~a"~l:._ ADDRESS W:;.:.:eI::::::...:;;;hl:::.:n::lil8t,;;;;to::;,;;;n::.l.'''';:P~emua;;;:;;;;;;···.::.£Y.:::,lv.:.,:4::;;,;n1;;;;,;a::::.,._ RELATIONSHIP TO DECEDENT Brother---.;--------------DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED a/Ufo!in pam ot Boldte Drape1at made 'olut 4126/68. BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH $1=.S8~9.;.;;..S...;..2 ~__,,_---- ;1 I;.s-fj r '~-j -::..7 tt 'f .1 b Is7()17rill(O~11'1.').,/ s70 ~//Cj.>--1 :::.:>-.r~ TITLE Idwrda.D.Voat.M.1atant Manager ------------------------------------------, Hashington,~. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMIt-lISTRATION •RCC-134 (1-69)\~O~M~NWEALTH OF PENNS"{LVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:__B_o_l_d~_'e_D..,..r_ap_e_l_a _ Findlay fit. -. Date:September 21,1971 County Washington County File No._ Bureau File No.&3 '"7/-)0 ~~ We have received noticeltKa:t;.'ds~ci'r:esun:of:fhe·~CIeo.th -oKXXX :;~x :X):X'::::t":fXKXYXUX t,XXXX:XXXXXXXX on Sept..10,19 71,you came into ownership of certain property tru-;~)J}jKYr;r.g:nlmsu:?¥t~'f:l'~~X.wJ1<fchXw.a:s.:f.o1R(lr~~'~wAVd{l).y...:m(;.;ae'ted(;nt\Transfer from \"iilliam M.Drnpela,deceased,(Washington) 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 Hellon National Bank and Trust Company,Hashington Office,\'lashington,Pennsylvania.In the name of Boldie Drapela.Balance as of date of death Cl,589.52. appraised by the Commonwealth,as of the date of death,at $.-;1;;;",i:..:5:.....;8~9.:..•.::.5_2 _ 15 %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 $794.76 $-------- AMOUNT OF TAX DUE 119.21 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Dec.10 1971 you may deduct a discount of 5%of the amount of tax due,or o 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 *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $119.Zl. $=============== APPRAISED BY:.'(~.//'_/•tr,:...JASSESSED By:-,R!!.lo\.I.>olIS~SEl::.!L:.!:.L~M::.:.A.:.:.:R~IN:....::O_._ (Inheritance Tax Appraiser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS '5301 To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 1?~If J1,t{~ AGENT FOR THE COMMONWEAL TH COURT HOUSE WASHINGTON,PENNA. p6--<--eC /I 3.<>2 s //-/-7/ Make checks or money orders payable to: " ve already paid this tax to an executor,administrator,attorney or otlier personal representative of t~~.:•for forwarding to the Commonwealth,list below the dote paid,IJame and address <Df the person to w"brp payment,their official title and the amount.",c. 0',." d Name Clnd Address of Payee Offjdal Title Amount Paid j ".". rtain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses just debts of thedecede'nt,with funds derived from the property herein taxed,such amounts expended ay qualify as deductions against the gross value of the property in the computation of tax due.If ,any enditures meet all of the thr~.e following tests,it is recommended that you itemize the payments below, the affidavit,and return this notice ..The Register of W'ills will examine the debts claimed and allow, ich he determines to be proper.The tax will then be recomputed and you willl'eceive an amended ent of tax. REE TESTS WHICH MUST BE MET ARE THAT: ere personally legally'responsible for these debts,and ctually paid these debts out of the accounf or property described above and can furnish proof ch payment,if required,and e same debts are not also claimed,for tax purposes,by an executor,administrator or other nal representative of the decedent handling the administration of the general estate of the ent or any other transferee. SCHEDULE OF DEBTS id Name of Payee Description of Obligation Amount Paid , TOTAL $, (attach separate sheet if requ ired) WEALTH OF PENNSYLVANIA).,. SS: OE ) hereby certify that the foregoing is a just and true statement of expenses and other debts of the decedent,,for which I ally responsible and which I did pay out of the property herein taxed.I further certify,that to the my knowledge and belief,these same debts will not be claimed by any other person,for inheritance oses. AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Si gnature of Taxpayer REPORT OF REGISTER OF WILLS , dersigned,duly elected Register of Wills in and for the above county,do respectfully report that' lowed deductions listed above in the total amount of $.. Approval:"".Register of Wi lis Date of I,the un have al SWORN 1,_- funeral was leg best of tax purp COMMON COUNTY Date Po 3 -Thes perso deced 2·You a of su Date Pai If you ha decedent you made THE TH 1•You w Under ce or other by you m such exp execute those wh assessm ... •..'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT NOVEMBER 12,1971DATE . COUNTY W4..?H.+..N.G..!QN... FILE NO ~?:?.~:~?~.~. Whereas,~g~.~~~~~:~.?~~~late of w.~.~h.;\,rn.t.9.D . in the County of W.A§!ilNG.~N :Commonwealth of Pennsylvania,having died on the J.,Qt.D day of §~P~.~~.~.I.'19..7+.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Fra.nc.e.s L.e.o ,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 l1fe 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 Purpoles JT.HELD IN THE MELLON NATIONAL BANK AND TRUST COMPANY,WASHINGTON $"$,'79~.~-- PENNSYLVANIA.IN THE NAMES OF BOLDIE DllAPELA AND WILLIAM M.DRAPELA. -:BALANCE AS OF DATE OF DEATH 1,589;52 i ,. JT.HELD IN FIRST FEDERAL SAVINGS iND LOAN ASSOCIATION OF WASHINGTON WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.IN THE NAMES OF BOLDIE DRAPELA AND WILLIAM M.DRAPELA.BALANCE AS OF DATE OF DEATH $4,282.16 'l2;1U..os (5o,t taxable l' TOTAL 2;,935.S~ - form~;V~~hbl:~~:I~~W<>rIl~~~i?\~o~~'~a~o~·~~:~N~~~~~:;t~~>~n~~~ aJ",w',:',,: (Num .and Street) ......................................................................................................................................,Penna. (Post Office) .. WASHINGTON ..County . w. 0, -------------------l ~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM M.DRAPELA Deceased. Late of ..W.ASH.OO.TON _. Date of Death,~p..~!@.3.~.f.t ~9.I.~.9.7.~. Appraise/nellt Docket Vol .,. Page,No.63-71-1085.. Filed in Register's Office,19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra-isement,.. Appeal f"om Appraisement,. Entered and charged,. 4',' " t COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 117700FFICIALRECEIPT.PENNSYLVANIAINHERfTANCE~~9E~rAl'ETA){"NO,'S FOUR HUNDRED EIGHTEEN and 35/100 --__ _ _ _.. RECEIVED doliars BOLDIE DRAPELA -Paying On Ind.tiab. FINDLAY STREET 9-10....71 2%Tax on $$---------.1;1 440.38 440.38 $,--------·lt.li $~$ $$--------111 %Tax on $$I~ Estate Tax,Act of May 7,1927 6%Tax on 15%Tax on WASHINGTON.PENNSYLVANIA 15301 63-11.1085 Name of Decedent _-,---1 WASHINGTON File No.Date of Death --1 Novenwer 1,1971 WILLIAM ){.DRAPELA Address --t ~ I II County --------------------1 SEA L 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 $,--------·0 $--------·Ilitl $,---------1"1 418.35 $'=======:I~I NOTE:This Triplicate Receipt ta be retained lor audit purposes./\tJ V'(. ,Received by -:""'=._\~,_'....:J.::::.'.:::::...,..:=\......;;:;_:_/...:.!~7Je.:.."'-.~··-:·,,()~------III NOTE:In acceptl~g the transfer inheritance tax on future estates,prior to the death of the life'"~,'(Sig nalli,))', ) tenant or tenant for years,as evidenced by this receipt,It is understood that the Commonwealth sh';ll ..~''.I not be precluded or prevented from hereafter assessing additional Inheritance tax at the death of th e-,-_'..,..::\",,--,,:,,-,,',,,,,,\,,-,-''':::'-'::''':'-''=--,;':;-'/;;.;'--,-':"'/;""tc.....:.,.::....)..:.-"'_,_'.0..,1=--111 life tenant or tenant for years whenever It appears that such additional tax may be legally due and '\...\(Ti'tte) l..:__OO~:=Y""OOWh::.~____________n :.f-