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Home My WebLink AboutOC1971-1266 - ESTATE OF GAFRICRC C-43 (4-69) COMMONWEALTH OF PENNSYLVANIA l:CEIVED DEPARTMENT OF REVENUE SOfJNT~.I~E0.11'.'.YY: HARRISBURG v ~'ON S Ucr 8 3 23 PH '71 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 O'F REPORTING FINANCIAL INSTITUTION Hel10n National Bank'Trust Compaay ADDRESS 40 South Hain Street."'sohington,tel:\ns.1'301 .'ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_S_·a..,.-"'..;...108...:::.;...8_8..;...90...;..'_ NAMES ON ACCOUNT OR INVESTMENT Prank Gafr1c or lire.BlDI:I1a Cimino DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR _~P...;;.ta=nk.;;..;....G;;...a~fr.;....t__c _ ADDRESSANDCOUNTY Panorama Drive,Meadowlands.'ennsylvania 1'347 DATE OF DEATH :-:-=:--_lO""....SI~7~1 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ---.::lU::::::.·:.:;.p.:..•.=Bmma==::::.~C=l=mt:::::n:.::.o ...-- ADDRESS R.D.#3,Washington,'e.1$301 RELATIONSHIP TO DECEDENT....;d:;;;:8:.:;ughsz::.:t:.::,el'::;..._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _9=--1-=1:J1/"-=6~3 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $..=3=.8:.::7~8.=.:.O~6:...-.~~:....-_ TITLE )J.r - Washjngton,Pa.15301 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION -........-~RCC-13.(1';69,)• COMMONWI;ALTH OF PI;NNSYLVANIA DEPARTMENT OF REVENUE BU.BEAU OF COUNTY COLLECTIONS .--INHERITANCE TAX DIVISION TO:__M_r_s_·o_E_mrntl__C_J.m_·_in_o _ Ro D.#3, Date:October 18,1971 County Hashington County File No.G,'?J -7/-I A ~G, Bureau File No._ 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 Hellon National Ba."lk and Trust CompanY,Hashington Office,Washington,Pennsylvania.In the nrunes of Frank Gafric and r,1I's.E:mma Cimino.Balance as of date of death $3,8'78.06. appraised by the Commonwealth,as of the date of death,at $3,878.06 50 %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 .- $----:.;-I:+-7 ...!..:.:lCf3=!..:j-Cfr.....-:O::::..:d:::......-_ AMOUNT OF TAX DUE 116.34 D If you pay the above amount within three (3)months of the deye of death of the de7~dent,or on or before an.5,19 you may deduct a discount of S%of the amount of tax due,or ----~.~----- D This tax became delinquent,fifteen (lS)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 INSTRUCTIONS TO TAXPAYERS $====~=I=.~=.:S:::::.=====$ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until .paid APPRAI SED BY:~~_~~~-..p::::!.!::::......::.a..;;,.,:c=--.ASSESSED BY:__R_US_S_El_l_M_A_RI_"_Oo _ (Agent for the Commonwealth) Make checks or money orders payable to:To insure proper credit to your account 0...,I·~....J!>..,.'I.this Official Notice must accompany .'\t.,.q:rc.J1L{~ayment.Mai I or bring it to: ___a == Amo'unt Po idOfficialTitleNameandAddressofPayee•Date Paid If you have already paid this tax to an executor,administrator,attorney or other personal represent~ti~:~the '1 decedent for forwarding to the Commonwealth,list below the datepaiq,name and address of ,the person to whom ..you made payment,their official title and the amo·unt..., 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 y~u 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 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 PENNSYLVANJA) COUNTY OE _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ic!'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_,_. Si gnature 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 $" Date of Approval:_ Register of Wills ,,',:r,.~t:~..'., (~ "If you have already pa:d thi~.tn)'te'0'1~''(,;r.il Qdtni:'lstra~,,,,utrOlllry cr v:liei Ill./sonal representative 1:l.,Fth.' :decedent for forwar::ng 1<)tl,('c.wlm""w~J!tf 1;.::,1 bel.:··.lb·,'date pOld,nome LGO ad,!ress of the persc'1lo Wh~l:" you made payment,their ()ft1cici tl1k 'il·d t;.~(Jnt. Offlciol Title Arnount Paid Under certain circumstances,if,arter the dot?of death ,,'tht.'r:ecedent,you personaII)'paid funeral expenses or other just debts of the deceden~,with funds derived frerr.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 thot you itemiz.e the payments below, execute the rtffidavit,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 bl ("pcer-iputed and you will receive an amended assessment of tax, THE THREE TESTS WHICH MUST BE ME.I Af?t THA 1: 1 -You were personally legally rec;pollsible for these debts,(j/1d 2-You actually paid ·these debts OL'j of the account or property described above and'can furnish proof of such payment,if required,an(' 3 -These some debts are not also claimed,f()(tax purposes,by on executor,administrator or other personal representative of the deced1ent handling the administration of the general estate of the decede,:,t or any other transferee, (attach ."eparate .~"eet It required; SCHEDULE OF DEBTS Date Paid Nome of Payee Description of Obligation Amount Paid tJ·d-1/~.AMt Hi -~~J ....t o AI",.v<~.I ~"7.s:-7,,) })}.~'-+'.hJ.AO .I CA k.'Y}I...~•P IJ .AI Ifn o.D 51/H """""'".I b..rjJJ ...,ll .A t,S oa" (i/VY\Pu QJI -is I)-d•.II .,£Yo.u.)if(}--A<~A "{.)}t J g.A j-'J ",-n (J-Ij ._-..._--_.-...._-t-. ------ - ----'- .- -----,---_. _.._..._--- ..__.~---------_.-.TOTAL $J 3 1~){C ,-,I-.,.\f COMMONWEALTH OF PE~NSYLVANIA) 55: COUNTY OF WASHINGTON I,Emma C.Cimino ~ereby cerldy +r101 the ~orego!ng is 0 lust and true statement of fUI1t>fal expenses c.1d ')the'!el)t~cf l',c!f"":11.!,_.fralH~G<'l i'J.il".._.. _Ivl which I was legally responsible and w'leil I die p~:y lit of the ,),Opl 11 (lcr"111 'uxeo.I turther ,,:ertify,that to the best of "'y knowled9c (Jod belief.the~e ';011 e de~;ts will n"t tH'-::!U'1r0rl by m'y othf'r person,for inheritance tax P'i r .';p. \.(./'"._I...':::J<•.-J<.-~._'--__.~k-L'-<)..-z:.,~ S,Jooh:("c of TUi\paY2f I 'r f~_Jtldpr "",ped all.y e'ectec '-r 'J' n,lve :.dlowed deductl:.>r.s 'lS"~~(;')Vve If' ,.:,'....'.(