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Home My WebLink AboutOC1971-1135 - ESTATE OF SHUPINKJ Date:__......;;.;;A...t:.p:::..r.=.i.=.1_1=.3.z..'.....;1::.;9=-7.:...:1=--_ County ...;.;'''-=a:..=s:..::.h:.:i:.:n:.sg2..:t::.;o:.:n::.-_ 15419 OFFICIAL NOTICE:OF=INHERITANCE TAX APPRAISEMENT ANO ASSESSMENt OF ASSETS NOT SUBJECt TO ADMINISTRATION CALIFORNIA,PENNSYLVANIA County File No.---_ Bureau File No.~3 -V-I/J'.5' We have received notice that,Q\Xa"{WlU~~l.XXXXx.."{XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on November .25 .19-2.0,you came into ownership of certain property through~«fx~'NxqU~U~Xl ~K1~~~~KJ~1OOHXX transfer from,TILLIE SHUPINK,deceased. TO:JOSEPHINE SHUPINK 228 FIFTH STREET RCC-134 (1"69) ~bMMONWEALTH 01"PENNSYLVANIA .~/Dl:l>ARiMENT OF REVENUI: iJf aUREAU 01"COUNTY COLLECTIONS -y INHERITANCI:TAX DIVISION Under the Inheritance ond Estote Tax Laws of the Commonwealth of Pennsylvania such transfers are taxab~e and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.• ~ The property on which tox is hereby assessed consists of:Jt •..Savings Account #2006,held in tbeWESTERN.pENNSYLVANIA NATIONAL BANK,CAT/lEORNIA OFEICE,CALIFORNIA. PENNSYT.YANIA.In.the names.of TILLIE SHUPINK or JOSEPHINE SHUPINK.Opened, October,1958.Balance as of date of death,J)~1:,.J.,~0~2~3...!...=1~2...!..._ appraised by the Commonwealth,as of the date of death;at $1,043.12 50 %of this amount is taxClble at the tate of 6.% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_-:::5~l...!ol..L'.l:£.:56"'---__$--------- AMOUNT OF TAX DUE 30.69 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before 19,you may deduct a discount of 5%of the amount of tax due,or ASSESSED BY:_ (Agent for the Commonwealth) 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 *If the tax is hot paid by the above date odditiOhol interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY~-!"h ~. (Inheritance Tax ApprCli ser) $ ---_.'------ 30.69 $=========== INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: £~cJ.C1 ~/~/17/'~~ IJ ~Y0r feG II 13//fir ~ To insure proper credit to your accou~'L' this Official Notice must accompany your payment.Mail or bring it to: 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 pa.i1l,name and address of the person to whom\ you made payment,their official title and ,the amount..''\... Date Paid Name and Address of Payee ciffi~ial Title Amount Paid ""I 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 allo';" 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 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 Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) 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 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 L Date of Approval:_ Register of Wi lis - Fonn RCC-2 /COMMONWEALTH OF PENNSYLVANIA DATE ...........~9..~~....!.~.?......~.??.!................ ,I DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHING'IDN;:y BUREAU OF COUNTY COLLECTIONS COUNTY ...............................................:................................................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO....~?::7.!.::!!?..~.........................................:....... Whereas,TILLIE SHUPINK late of ......C.ALUPRNJA.......................................................................................................................................................................................................................... in the County of .............................~fl..~~.~g.~9..~........................................................................Commonwealth of Pennsylvania,having died on the .............................................25t.h....................................day of ...N.Qve.mb..e.r.................................................19..70 seized and possessed of an estate...., subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCES IEO 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 Ufe 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. I Unit Appraisement Descrl ption of Asset Values Made for Inheritance Tax Purpol8s I, Jt.Savings Account #2006,held in the Western Pennsylvania National.$511 56 Bank,California Office,California,Pennsylvania.In the names of Tillie Shupink or Josephine Shupink.Opened October 1958.Balance as of date of death $1,023.12. I I TOTAL 511 56 I I I II , f~rm~;V:fhbl::::~:.w<>rn.C<'()rftthto~~:~~o~~~~~ce~:;~;;::;;~>~~":: ,/Appraiser .......................................................................,........,............................................................................... (Number and Street) ...................................................................................................................................,Penna. (Post Olllee) WASHINGTON.....................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............................':I':I:~~.~.'$.HW::r:.NK . Deceased. Late of CALIFORNIA Date of Death,NQVE.M5ER ~5.,1.9.7~. Appraisement Docket Vol.,. Page,No...~?.'~~7.:l:~:l:;~:?..2 . Filed in Register's Office,19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f"om Appraisement,. Entered and charged,. /~ ---- ----~,-~----_.--;-----:--,,-..-.-,-- -.~.-:---.::---~-_..- ---~-----...- - ---. $---------. $__------!!3~O~.~6~9--lit $----------r~ 6 %Tax on $_.305~1....11LJ."_'S"'"'6""'__ 2 %Tax on $_ 15%Tax on $_ 63-71-1135 File No.IX'X Date of Death_....,,~_=...t~-l representing Pennsylvania Inheritance or Estate Tax due from the following estate:From:-JL.U~u.J;:=..uum-i:uJLUI:...lLJ:!lln...-!!!~I:.tl¥-...LJI.lf!~iULJII.J~l.L--:!!!.s!!:!!i!l.!l!..!·--------------=-1M Address~~B--En~H...-ST1mmL-~ RECEIVED $--------1tJ Date of Paym ent ---l~~aDlb.tat~U4_--J~1.l,L---_l Name of Decedent _........I.I.ot...........I--lIoU.u.L_lI,..LllU---------i %Tax on $$----------.m Estate Tax,Act of May 7,1927 County ----J~~W~n:rcl.N~-----------~ Remarks: MJR kil- 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 _ $__~30~.!L::6~9__l'J $---------n $,--------.1IfI TOTAL AMOUNT PAID /.,- ./ SEA L .Received by'·=''-,rr:.=.::.~=:..::::~~..!.-~I....:.:::..:_==.:....:.::=------III NOTE:In accepting the transfer inheritance tax an future estates,prior to the deoth of the life tenant or tenont for years,as evidenced by this receipt,it is understood that the Commonwealth shall not be precluded or prevented from hereaft'er assessing additional inheritance tax at the death of the " life tenant or tenant for years whenever it appears that such additional tax may be legally due and--.:.-,-'~*==::....=-'=:::::...,,::=--c-f:--"'''"''''''-'-.::===------U collectible for any reason whatsoever. NOTE:This Triplicate Receipt to be retained for audit purposes.