HomeMy WebLinkAboutOC1972-0005 - ESTATE OF PETROFF/
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COMMONWEAL TH OF PENNSYLVANIA
9EPAR1'MENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
RCC-43 (4-71)
NOTE:TO BE SUBMITTED IN TRIPLI CATE
J
REPORTING FINANCIAL INSTITUTION
ADDRESS
Fi ,..:;;t,NB.tional·Bank &.Trust Co.
Washington,Pat .
Fredericktown,Pat
ZIP CODE 3.5333
Pennsylvania Department of Revenue
Bureau of County Collections
Gable BUilding,3rd,Floor
411 S.Second.Street .
Harrisburg,Pennsylvania 17127
Pursuant to Section 742',Pennsylvania Inherl.tance arid Estate Tax Act
of 1961,we herewith submit the follbwing report:
0504519 3 20
ACCOUNT NO.OF JOINT,TRUST OR
INVESTMENT DEPOSIT ------:------:::_......:.=~:-...:_"------------
Gary'£;1.Petrol£,or Sh1rleyPetroftNAMESONACCOUNTOR
INVESTMENT --------'---,------------'---------
Novembe~6,1971
DECEASED JOINT DEPOSITOR,TRUSTEE
OR INVESTOR Shirley Petroff
ADDRESS BE1Ialllyille,Fa.COUNTY v!ssbington
____________ZIP CODE ....1.....5....3....13,.1-·_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR -:G=a~ry~.~M~·~.~P~e~t~rwo~t~t~·__
ADDRESS ---"La=.=B"-"e....l.....l.....e",..--.L.P~a.a:..t----'1....5=4:1<.,5....0~__
RELATIONSHIP TO DECEDENT Son---=-=:.:.::.-_----------------
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED January 20,19;1
BALANCE,INCLUDING INTEREST '.'
DUE,AT DATE OF DEATH $3 ,228.0)---=----=-----------------
Asst.Cashiet'!
TITLE
RCC-134 (9-71)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAlI#·OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION/
OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
TO:__--IllGLDAlIa.'"L.'...I1l-L.a.•...JPlUiLiIoTlO.IiII'1iU'"-i:'"--_
L\BeUe,Pa..15450
Date:__---'.u;OlJl1f~emwbwewr:~''..A2$.,'.,_1L:::m~,~_
County __"""""W!!!A!!!SH~':!!.lIN:!J::O~TO:l!!!I!!..'':...-_
County FiIe No.--;;-,....-~.......-"....,.---r----
Bu rea u FiIe No.-4&~,,-J,-'-_'...!".1te:L;;...-_)'_
~e have received notice ~~,~,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~o,n~,","~~1~~,you came 'into ownership 0,certain property t ,.
W_~il 'ft"an8tel't~02ll Sh1rler Petrotl'_'deceasecllt'redericktown)
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:.rr.HELD IN '.mE FIRST NATIONAL BANK'
TRUST COMPANYj Prederickto\m Grli.a"FrederioktCMlt Pennst1'V'an1a.1rt the name.of Gar.rlti
appraised by the Commonwealth,as of the date of death,at $',.228.Qi
SO %of this amount is taxable at the rate of 4 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:.ALLOWED DEBTS
NET TAXABLE AMOUNT
$--------
AMOUNT OF TAX DUE
If you pay the above amount within three (3)months of the
date of death of the decedent,or on or befor~_
Feb.6,19--72-,you may deduct a discount of
5%of the amount of tax due,or
This tax became delinquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)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
I*If th'e tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
$================;,'/_'TOTA~LAMOUNT DUE $:-".8Jc
APPRAISED BY(L%"",)Hl'~'v/p.c1ASSESSED BY:QI._IS_S_EL_l_M_A_R_IN_O_'.---'
,(Inheritance ax A"praiser)(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
15301
To insure proper credit to your account
this Official Notice must accompany
AI 1 .your paym,ent.Mai I or bri ng it to:IIIV\~"
AGENT FOR THE Cm~~MGNWEAlni
COUfiT HOUSE
tlASHINGTON,:,PENNA.
/J()JJ d/y;2.~
1-4-'7:b~f 4/1 ~y'1/
Make 'checks or money orders payable to:
1(~1/
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative orthe ..
decedent for forwarding to the Commonwealth,list below the date pai.d,name and address of the person to whom
you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
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 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 r.esponsible for these debts,and
2·Yoo 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 DAYOF____________19__.
/
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
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
l"onn ~CC-2 I
COMMONWEALTH OF PENNSYLVANIA DATE January 5,1972......,.....................................................................................
DEPARTME~!T OF REVENUE ..RESIDENT INHERITANCE TAX WASHINGTON
BURENV OF COUNTY COLLECTIONS COUNTY ...........................................................................................
.7'APPRAISEMENT FILE NO.......9.2.~7.?.....5.............................................-.HARRISBURG.PENNA.17127 ...........
Whereas,....................................?~J.~.X....?~}X~9.f.f..............................................................late of ..................X~p.~~~~.~.~9~.............................................
in the County of ....................................WASHING.TQN.........:........................................................Commonwealth of Pennsylvania,having died on
the .....................................6.t.b................................................day of ................N.Q~Nf1.~.R ..................................19...7~..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,................F.r.an.c.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 life 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
JT.HELD IN THE FIRST NATIONAL BANK Ii TRUST COMPANY FREDERICKTOWN OFFICE $1,614.02
FREDERICKTOWN.PENNSYLVANI.In the names of Gary M.Petroff or
Shirley Petroff.Opened 1/20/51-Balance as of date of death#3,228.03
I
I
I
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ................5th.....................................day of ...................JANUARY..................................................................................................197?H.
..··..·..·..·....·..·········..···········Frances··Leo "..,.............................................................
............?44...W<;l,.f5.l}J!Jgtgp.....r.:rl,1.~t....l?~~g.Appraiser
..............,......
(Number and Street)
.........Washingto.n,.....Pa•................................."...........................,Penna.
(Peat Offiee)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT.",.
Estate of
.......Shir1ey.Petl7of£......
Deceased.
Late of
.FREDERICKTOWN
Date of Death,~.9.~~~F.t 6,1971..........................................
Appraiscmcilt Docket Vol..,':.
Page u 63-72-5,HO•.........,.
Filed in Register's 0 ffice,:19 .
Amount of tax due,$:.
DEPARTMENT OF REVENUE
Received,
Examined and.Approved,.
Wrote abo.ut Appraisement,.
Appeal jt-om Appraisement,.
Entered and charged,.
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No·8
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RCC·4 (8·68)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE11984OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX
r dollars¢-ttftH('1"'1
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:....{;AR~~i£il:oii~~~IJ'J.HJU.---J.jmJr--.L.J..At'---.,------------------=----------11il1
RECEIVED UDl£TY THO cMOOllOO
2%Tax on $_$-------_.~
Name of Decedent --I...l:J....l.L.U.J.lj.;lU-...L.l.........,UoC'''''''------1
Date of Pa yment -~~m.;~'!I-In,..JlfIt~--..,..-------j
$--------1f.II
$--------iJj
$---------101
%Tax on $_
Estate Tax,Act of
May 7,1927
6%Tax on $1.,~.02
15%Tax on $_Date of Death--J".J.e0*'-I-J,~-~
63-72...5
FileNo.~
County -Xtlll.;lJ::l,.l,..1l4l:4l-U--I
Remarks:
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 _
$,----.;96~·S4~--
$---------101
SEA L
NOTE:This Triplicate Receipt ta be retained for audit purposes.
TOTAL AMOUNT PAID $====:::i9?~.~OO~·====It;11
./~..J .II .-/\/.
Received by'-;'I.)JwJ..._/....~III ,j ~VI·J)
NOTE:In accepting the transfer Inheritance tax on future estotes,prior to the death of the,Hie -',\•..:l--(Si gnat.J1'Uj);}L.'/,-'
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl..!).t...A /,I'!
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of ihe.•".~\_,,-'..l,...)...1 "--''':-'\~'<1/
life tenant or tenant for years whenever it appeors thot such additional tax may be legally due and 1('\(Title)
collectible for any reason whatsoever.,).•