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HomeMy WebLinkAboutOC1971-1208 - ESTATE OF CHOPPRCC-43/5-65) I~3-?/-/~cJY COMMONWEAb:TH OF PENNSYLVAN~EC£IV DEPARTMENT OF REVENUElllr'rU~£~u~~ HARRISBURG ,GOII [',-, Ocr 11 ,ONs <f 26 fH'1/ J .. NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department af Revenue Bureau af Caunty Callectians 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant ta Sectian 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the fallowing repart: NAME OF REPORTING FINANCIAL INSTITUTION ""'Hem Jlat1M81 "''Die A frust Co.'¥mll.0t"e.161 ADDRESS 995 ....fferson Avenua Fashinl1-0n,p_- ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Sav.Aeccunt 67..9181 NAMES ON ACCOUNT OR INVESTMENT Ana'Chopp or ••eUa Zelenka DECEASED JOINT DEPOSITOR,Ana ChoppTRUSTEEORINVESTOR=-_ DATE OF DEATf-:Oat.,",''11' SURVIVING DEPOSITOR,' BENEFICIARY OR INVESTOR ,_~AII~el""1a~Ze!!!!~lenk&!!!!!!'!!.__ ADDRESS ~44=5~Dtm=e=an=_::Av:.:e~I1~Il~.___=W:!:as=h~in&t~·=o~n~,...:Pe~rm~II!.."__ RELATIONSHIP TO DECEDENT,-=--.!.~o~n ..!:'=--~Onl;r=~a~Gooci~~1r~l~end~----­ DATE DEPOSIT OR INVESTMENT WAS EST ABLISHED --'-,Jl!ftblL~~""la~I~"!Li7[,11'---------- BALANCE,INCLUDING INTEREST ,. DUE,AT DATE OF DEATH$_----i$...3~,hwOo!.'l~Lo..3;uSL------------ \, .. I""'"Ii)~.1,<I OJ.J J --=-3,'t'03.3..s'".~,:.f4..,/J.-',"I J;'10 J .4 oS --,~-I f).si)SIgnature j'":JV t -6-10.S-z)~n~!)'.J TITLE RCC·134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ,INHERITANCE TAX DIViSiON OFFICI!'L ~Ol:ICE OF I~HERITA~CE TAX APPRAISEMEiNT A~;>ASSESSME~T OF ASSETS ~OT SUBJECT TO ADMI~ISTRATlO~ TO:Am_el_i_a_Z_e_l_en_ka_,_ 445 Duncan Ave. Washington,Pal Date:__0::..c::..t:.:o:.:b:.:e=-r_2.:..2.:",~1:.:97..:.::l _ County __vl.:..AS.:..:::.HIN:::..;.:G:.:T.:..ON:::-_ County File No._ Bureau File No.tJ ~Z/~/060"1 We have received notice tMit1r~i~XXXXXXXxxxxxxxxxxxxxxx~o~n~O~c~t~.Q~b~eror~J~1~.iiiijKi61~9Q(~r~,~;y~;'O~u;-~;:c;;a;;m,';;e'int0 ownersh i p of cert ain'property .~transfer from Ana Chopp,deceased Washington), Under the inheritonce 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:'Jll.HELD IN MELLON NATIONAL BANK &TRUST COMPANY Tylerdale Office,Washington,Pennsylvania savings aceount 67-9181.In,the names of Ana Ohopp and Amelia Zelenka.Balance as of date of death $3,403.35 appraised by the Commonwealth,as of the date of death,at $-=::3~'.c:4..:.0::.3=-.3::.5,,-_ lOO %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSME~T TAXABLE AMOU~T LESS:ALLOWEO DEBTS ~ET TAXABLE AMOU~T AMOU~T OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before ,Tamwry Jl,19 72 you may deduct a discount of 5%of the amount of tax due,or 0'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 not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $ $_~3L,4::c::0:.:::.3::.::.3:..:::.5_"-._ 510.50 ____gi.ll._ 510.50 $J <103 ..3~ 443 0.0 0 <t 3 2 1,3S' 3'U;;()0 APPRAISED BY :....:~'=a~,.a:.-&&.~6Z>;~-/f&~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: '~jJ 'it,th:J ~~/17/ ~~. j}7---e~t/9J( jEe 1/4/1 ff c? To insure proper credit to your account this Official Notice must accompany 1(=ir;W:~ AGENT FOR THE'COMMONWEAlTH COURT HOUSE WASHINGTON;PENNA.15301 If you hove olreody paid this tax to on executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the dote paid,nome and address of the person to whom you mode payment,their official title and the amount.• Dote Paid Nome 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'belaw, 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 on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 'You were p:rsonally legally responsible for these debts,a~d 2-You actually paid these debts out of the account or property desc'ribed above and can furnish proof of such payment,if required,and 3 -These some 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 Dote Paid Nome of Payee:.Description of Obligation Amount Paid JI-IS'71 17/JEL.-"oAJE/?AL HomE.rvAlCL7A L C'>/)'J!.f€S Yl'3o,00 /1-/S-1/J4AI fi1J//I;r)C£.-~c,(th"'c ,L/d.ad /,,/.('-71 C.A.)!.7~/.-p,,p'.ok'rV"u'-<'A /.JcP,C",.r r /0·00 ... TOTAL $I 030.00 (attach separate sheet ,f reqUired) COMMONWEALTH OF PENNSYLVA-NIA) SS: COUNTY Or="-".:.lL.J.~~~1..4::::o.L_ I,ing is a just and true statement of funeral expenses and ,for which I was legally responsib and which I did payout of the property herein taxe . I further certify,that to the best of my knowledge and belief,these some debts will not be claimed by a yother person,for inheritance tax purposes. SWORN AlW SUBSCRIBED BEFORE ME TH.IS 70-UO~19.:.LL. MARGARET BAILS,Notary Public DAY OF Si gnotl!i1{(;f Taxpayer WASHINGTON.WASHINGTON co..PA. M,eummission Expires FehFU8f)'21,197E REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the a,~v~county,dogespectfully report that Ihav~allowed deduJns listed above in the total amount of $a.u . Dote of Approval:R&y-'7 /~ •~Register of Wills }~unn .=tCC-2 I COMMONWEALTH OF PENNSYLVANIA DATE DECEMBER 8,1971............................ DEPAP.TMEl':T OF REVENUE RESIDEN..T INHERITANCE TAX WASHINGTON BUREAU OF COUNTY COLLECTIONS .."COUNTY ..............................,............................,.. ,.HARRISBURG.PENNA.17 12 7 APPRAISEMENT fiLE NO..§;~.::7~::~.?9.?..................._.... Whereas,..............M,'!<::J:!9PP.mm.................................................................late of ........v.;.a:~.~~.c:>11 .................................. in the County of .WASHINGTON ..........Commonwealth of Pennsylvania,having died on...............~..................................................................................... the ...~:L.~!L.......:.....day of ..OCTOBER 19..?~...,seized and possessed of an estate............................................................................... subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.......................................................................................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate tor life or tor years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit ApprallementDucrlptlon01AndValuelMadeforInheritance T"Purpolel ,.,..$)"...~ JT.HELD IN MELLON NATIONAL BANK &TRUST COMPANY Tylerdale Office 3,403 35 ON,PENNSYLVANIA savings Account 67-9181-In the names of Ana Chopp and Amelia Zelenka.Balance as of date of death $3,403.35. TOTAL 3,403.B5 '- ~ I Having been duly sworn accordin~'7law,I do hereby qer~ify that:..l!e ;ove~ppraie,ment is made in con- formity with law on this '7 d.d/..day of "L\,2c'~""--'4 .19 l/.. .,"'-.:;;7..~,,"~~ k ~/9k.;LZ;' (Mum and Str.C2fd ~;},~,VJ~.~ WASHINGTON Coullty "''\' c, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANA."C.HOPP"",, 'Deceased, Lale af " Page,No.63-71-1208 , Filed in Register's Office,'"",.19",,," Amount of tax due,$,,,,,"""" 'DEPARTMENT OF REVENUE Received, Examined and'Approved,'"''''''""'"'''''' Wrote ab",,,t Appra,isemenl,"""""""",""","'" Appeal from Appraisement", Entered and charged,"",,""",,""'"'",,''''''''' ." ,,' <..,, ;' ., i.~I ~ ,•,