HomeMy WebLinkAboutOC1972-0028 - ESTATE OF SCHEPONIKCOMMONWEALTH OF PENNSYLVANIA
DEP~TMENT OF REVENUE
HARRISBURG
)
NOTE:TO BE SUBMITTED IN TRIPLICATE
TITLE
Pennsylvania Department ~f Revenue
Bureau of County Collections
26,S.4th Street'
Harrisburg,PennsyJvania
'-'"
Dear Sir:.
I,
Pursuant to Section 742,Pennsylvania Inheritance and Estate tax Act of 1961
we herewith submit the following report:".'
NAME OF REPORTING
FINANCIAL INSTITUTION ~HA'I«fAL BAIl AVD $.US~CQ;.1pAN!oHAiUBJlOX OnlCS
ADDRESS CJJAaL'l1lOI,,,n..l;Oa2
ACCOUNT NO.OF JOINT,'...'
TRUST OR INVESTMENT DEPOSIT_6h_O_l_8"....:.._1__~J-.~~-"J
NAMES ON ACCOUNT tts.~,,",fl2 SCUftDl'\'\tltI a:aft't7~JI t'lU"AM'mlORINVESTMENT~<\~'4o\l .'~Vll'l"{#U~~yp ;U
DECEASED JOINT DEPOSITOR,fII.,CU'rlft!t,.'~.'~.",''.'.WItTRUSTEEORINVESTOR_--:-_,IliAIO~I1DPI---..:...-~_~iW.......:...~.......:...""""..._A _
ADDRESS sao HiBb1Mc1 Avenuo Uotth0htll'1ol'01"Pa.1$022
DATE OF DEATH :::'::11::::.',~tlJ"""""~"':'n.::.::..._
SURVIVING DEPOSITOR,''
BENEFICIARY OR INVESTOR ItJW ORA11tf8--~.:...-~-----------
ADDRESSS80 1U.gh10n4 Awnuo North Cborlol"o1,PIl.15022
RELATIONSHIP TO DECEDENT DAUGIfiII
DATE DEPOSIT OR INVESTMEN'=T-T·-e-'ll-_1!8-'-------------
WAS ESTABLISHED 0 ii1C?
BALANCE,INCLUDING IN=T=E=-:RE=S=T:--------------.......:...-
DUE,AT DATE OF DEATH $~3,;..;.'...;..!8_o_,J _
-i $3,:3 ,/0-'(.,3 ~I)(,72.·~~
~lq 1Il"":J.,9l.-=-1&0,]7··Si9~
.J-~~lOb,)?=-..r:C~
R<;"C-134 (9-71)
COMMONItEALTH OF PENNSYLVANIA
DEPARTMENT OF REVElllUE•---0'\BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
TO:--......Jf'""'JI",.,I....A~GraRAlAbIlW.o01tIS~_
5SO Highland Ave.
forth Gharler<>t..Pat 15022
Date:'i1I0i,&.lllEMBIl.I:d!:IDEs:,jBa.......oI2~9!+,.....J.L:971:u.&·"""'-_
County_~W~A~S~HIN~·~G~TO~I~_
County File No.'_
Bureau File No.-&;-72-.x..r
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.-,.
The property on which tax is hereby assessed consists of:n.HEl,n IN 'DIE t.fJi;J.I()NNATIONAL BANK Ie
nIIs'tCQNl?ANI,CHARlEROI OFFICE,CHARlEROI,$NlSYLYANIA.ACCQUHT NO.64-l8S'D..In the names
ot Katherine SCheponik 0'"Julia Granut".Balanoo'as ot date ot death 3,345.6)
appraised by the Commonwealth,as of the date of death,at $3,:345.63
'0 %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
AMOUNT OF TAX DU E
If you pay the above amount within three {3}months of the
dqte of death of the decedent,or on or before,_
FeD.8,19---.11.,you may deduct a discount of
5%of the amount of tax due,or
$1.672.82
'--'~----
$-----------
......,"""","
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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
$
ASSESSED BY:
$=================
RUSSELL MARINO.,
{Agent for the Commonwealth}
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders paYable~..T~insu~e.proper.credit to yo.uraccount
JI A11 ..thIS OffiCial Notice must accompany0--1,.0.!:-36'~1\IV\~paymenl.Mail ar bring it la:
J{01 '1l AGENT FOR THE COMMONWEALTH" 7 '-COUflT HOUSE
/r (G-/.WASHiNGTON"PENNA.15301
fL-f (J?A~-rJ I
{over}
If you have already paid this tax to an executor,administrator,attorney or other personal representative ~f t,h,e \
decedent for forwarding to the Commonwealth,list below the date paid,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 thec.ute 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 affidavrt,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 p~rsonally le~ally 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
ii
"
il
'1
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 OFWILLS
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 HCC-2
DEPARTMEl'!T OF REVENUE.I ~.......
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.J7 J27
COMMONWEALTH OF PENNSYLVA1'~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J.~r:l:~~ry ~.~~.?.?.~.
COUNTY ~~.~~.~~.~~9..~.
FILE NO.63""'72""28 .
I
KATHERINE SCHEPONIK N.CHARLEROIWhereas,late of .
in the County of JiASHING.TON :Commonwealth of Pennsylvania,having died on
the .J?.~h day of ~9..~.~~.~...................................19 ?!..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.f.):::~~.~.~~~g ,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.
Description of Asset
JT.HELD IN THE MELLON NATIONAL BANK &TRUST COMPANY CHARlEROI OFFICE
CHARLEROI.PENNSYLVANIA.Account No.64-18571 In the names of KatherinE
Scheponik or Julia Granus.Balance as of date of cEath $3,345.63.
Unit
Values
$
Appraisement
Made for Inheritance
rax Purposes
I
I
Having been duly SWonl according to law,I do hereby certif:IJ that the above appraisement is made in w-
formity with law on this ~.~.~~day of ~~~~!...........................................................................................19 .Frances Leo......................................................................................
244 Washington Trust B1dge'Appraiser
W h
·t (N"l'lber and Street)as lng on,rae..................................................................................................
(Poat Office)
........................,Penna.
WASHINGTON County
()
RESIDENT INHERITANCE TAX .APPRAISEMENT
Estate of
KATHERINE SCHEPONIK..............
Deceased.
Late of
...N•.·.CHARLEROI······································.
Date of Death,I:.:N.:9..~~~?.~:I:-.'1.7.~.
Appraisemel!t Docket Vol.,.
Page,.N o.63~72-28..
·1·
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,.
....
,
\.•
I'
"
.,.-
RCC-43 (4-69)
r,
COMMONWEALTH OF PENNSYLVANIA Rec
DEPARTMENT OF REVENUE COIjNl,'yRt~t£D,
HARRISBURG cOi..l.F-9rNoI.-~lIONV82s
40 PH '1/
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 REPORTINGFINANCIALINSTITUTION PITTSBURGH NATIONAL BANK.CHAnt"oROl OFFICE
ADDRESS CHAnt-oROI,FA.15022
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Savings Account #0024272
NAMES ON ACCOUNT -.OR INVESTMENT Kather:me Schepon1k or Julia Granus
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Katherine Scheponik
~~g't150NTY 580 Highlan~Avo"North <barleroi,Fa.1.$022
DATE OF DEATH 11.8.71
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR.Julia Granus-----------------
AD DRESS __.....Sc8~O:...:H::.:i::bgh~1~an~d_=A::zv;.2.e L:.iL...&1.N~orut!!.ih....;(h~-!2a~rl!otp:..Lr.!l!.oi~.~PaaJ.L....oIo:1S2.\Q1£2.=.2--_
TITLE
RELATIONSHIP TO DECEDENT_---:;D;:;.;;a;;.:;ug=h::.;t=er=--_
DATE DEPOSIT OR INVESTMENTWASESTABLISHED 2_-..:..7-_68;..;.-_
BALANCE,INCLUDING INTEREST .
DUE,AT DATE OF DEATH $..:;;3~;.;;..8.::..:;O=.1 ~_4-_
I;S J ~CJ /@ tZ ~yLj I(
j)~~-cf-}~f «'lcJ.
oDate:_
County __W_A_SH_ING_,_TO_R _
·""-OFFIC'LALNOTICE OF INHERITAN"CE'''-'_.~~...
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
Charlero1i Pa•1'022
,!'fn 'I'A GWUSTO:_U_UAoUoA -
580 Highland Ave.
We have received notice t'~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Hoverilber 8,19,_~_'you came into ownership of certain Rroperty t,~CdiHS~~-**:dbtIX'__''lQtX."t.ransfer from latherine SCheponik.
~~....RCC~4 (9-71)_",
C'lJ,'~~~~ALTH OF,,'PENNSYLVANIA
~DE:.~TMENT,,0f'REVENUE
BI1REAU OF COUNTY 'COLLECTIONS,
INHERITANCE TAX DIVISION
Katherine Scbepettit or Julia Gtanua.Opened 2...1..68.Balance as of date of death $3,lti8.61.
Under ,the Inheritance and Estate .Tox,Laws of the Commonweal,thof~Pen"'s,y,lv'ania such transfers are ta£able-'---.-.
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 PITTSBtJRGli NATIONAL BANK
CHAlU:.EROX OFfiCE,CHABlEROI.PENNSYLVANIA.SAVINGS ACCOUMf #00242'12.Xii the names at
•'3.148.01appraisedbytheCommonwealth,as of the date of degth,at $_
50 %of this amount is taxable at the rate of %
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 di4;edent,or on or before _
Rov.81 19__(4,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
.1
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I paid
$
APPRAISED BY:~;ZLl~~~~~~~~~ASSESSED BY:
praiser)
09.J~-.J
$====~"":,========
RUSSEll:r~AtU~\Q)<i;
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
AGENT FOR THE COrJlr.1ONWEALTJ{
l couar HOUSE '
~i"WASHINGror~.!J FENNA.£-,-153011
Make che~ks or money orders payable to:To insure proper credit to your account/D Ii A'1/~this Official Notice must accompanyI\~IIJV\~ayment.Mail or bring it to:
~lfJ~'f~9.!J.3
1-/O~7':2..
(over)
.•4:
If you have already paid this tax to an executor,administrator,attorney or other personal representative of t~
decedent for forwardin~to t~e.Co~monwealth,list below the date paid,name and address of the person t~hom
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 affi.davrt,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
i-you actually paid these debts out of the ac'count or property described above and ~an 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
I,'
TOTAL $
(attach separate sheet if requ ired)
COMMON,WEALTH 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__
REPORT OF REGISTER OF WILLS
Si gnatureof 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 $--------11
Date of Approval:_
Register of Wills
Fonn~RCC-2.....-~.,'.
r~PARTME~!TOF REVENUE,.....
JfuREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE !HJa."ltt&t'y..Hl..l,19?2 .
COUNTY .W.A.$.li~N.G.f.QN..
FILE NO•.......~3.~7..;t~HH HH H.
Whereas,KA~.RJg $Q.~P.9.N.~late of ~.~9.~.~~!.!~;,::H.:.
in the County of WASHlt'\G.TON Commonwealth of Pennsylvania,having died on
the .H 8th day of NOVEMBEB.19 71.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,banee$Leo ,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.
Description of Allel
J'l'.HSLD IN THE PIT'l'SBmlOH NATIONAL BMiK CHARLEROI OFFICE,CHillUEROI.
PENNSYLVANIA.SAVING·S Accomn IlOO24272.In the :names of.Katherine
Unit
Values
$
Appraisement
Made for Inheritance ..Tax Purposes .
-.
.".;,'\\,
~\,
.......
\\
\
\
.'
i
I
I
.Having been duly swo.rn.according to law,I do hereby certify that the above appr~i~ement is made in con-
'formity with law on this H .llth day of Januar'7 H \.;H 197.~.
...................H···Franc~$..Leo···..
...............,.~W.~~bingt.o.n.Tr.U.~t 8..;l,4.8~\AP~.r~i~~~._,"'pNumber and Str.et)'.\
..............~~.~1',l.:t.~<:l:rl::H.~.~H H.......\.,Penna.
• J (Post Office)\,
.-
WASHIW'l'05 .County
'.
~+.'",.,
.".
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.KATHERnm...SCBEPONlK.
Deceased.
Late of
............N•...c~l························.·········.
[Jate of Death,:No:vember 8,.·.~971 .
Appraisemei!t Docket'Vol.,.
,:'~
Page,:.....:;.(:No 6).~72.~:
I~'j........................................:~;...,
Filed in Regiiter's.Ofjice,J9 ..
Amount of ;ax 'due,$:L ·u ~;.:..
./,--...,......-
~.
'i'
,'.
DEPARTMENT,OF REVENUE
Received,
\j
{~j
I
\A.,1
!
'!':
Examined and"Approved,:~.:::.:.,.
Wrote abo.ut AppYa,isement~
Appeal ft-om Appraisement,,..
Entered and charged,
",q.
,l~.
'*
NOTE:TO BE SUBMITTED IN TRIPLICATE
~,!C~:?'
..;'.'~
.,"..,~\,'.COMMONWEALTH OF PENNSYLVANIA lifC
DEPARTMENT OF REVENUE COIjNrtURf~tfD
HARRISBURG .COLl["Or
/lov /B 2 .(liOI/S
40 1'11'11
,..
...
f
I,
l\:
",I
I
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
.."....
1':
~""
000'Sir:
Pursuant to Section 742,Pennsylvania Inheri.tance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION P1?TS£l!JlOH UA'i'IOOAL n.mltc:CHARL.~OI CI1~
ADDRESS CHAPL'OOI,fA.15022
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Qav1Dgo Aee010t ocmh212
NAMES ON ACCOUNT'OR INVESTMENT £!o~or1no ScOOpodlz £i"Julia Orcnuo
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Uotber1Do lb~lh
~RgRl63NTY 580 Higb1and A~.0 Oorth Qmrler01,'0..15022
.DATE OF DEATH --::-----:1:::1o&~CI~.",~_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR .Mia ~.-_......._----.-...--,---~--_...._----._--
j~
t/9-
~1o
;
I,!
l
..j,
TITLE
RELATIONSH IP TO DECEDENT Ib.~~aaSl~tEGr~__'___
DATE DEPOSIT OR INVESTMENTWASESTABLISHED__~2;;;..-·..:..1-68....::.;;:o.,---_
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $...IU.&::==01=------,~~------
/;S J ~()/Q (;'%~(i L /e/i
j)~4.-j'-}~~~/j
.."II M&i
OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
...•a •RCC-134 (9-71)
COMMONWEALTH OF PENNSYLVANIA
l>EPARTM'ENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:_J_U_L_IA_G_RAN_U_S _
580 Highland Ave.
Charleroi,Pa.15022
Date:N_O_VEMBER__._2_6....:..,_1_9_71 _
County __..:.:.WA::;S:::H=I::..:N:::.G.:.;TO:.:N::..--_
County File No .....-,-__
Bureau File No.,_-ZZ-,L rj .
We have receiged notice t ....,
on November,19__,you came into ownership of certain property tlD~ixxlDgb:bobClltHXXKlmtiPl;x\X~lbx:
~~8ijl~flx!~r:O:JbJ;ldbexatooxldelJltx transfer from Katherine Scheponik,deceased (N.Charleroi)
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.HEID IN THE PITTSBURGH NATIONAL BANK
QHARLEROI OFFICE,CHARIEROI,PENNSYLVANIA.SAVINGS ACCOUNT #0024272.In the names of
Katherine Scheponik or Julia Granus.Opened 2-7-68.Balance as of date of death $3,148.01.
appraised by the Commonwealth,as of the date of death,at $3,148..01
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
3.J 3
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
.daw of.death of the ~edent,or on or before~e";'i.,:J.-g-19~,you may deduct a discount of
5%of the amount of tax due,or
$1,574.01
;
"",\,.,--------
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
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
APPRAISED BY:
TOTAL AMOUNT DUE $94.~$'·,€9.-G3-~
~~""'-'"ASSESSED BY:RU~S£ll MARlNlI~.~,3
{Inheritance Tax Appraiser)(Agent for the Commonwealth),.,'
INSTRUCTIONS TO TAXPAYERS
Make checks or.money ord.ers payabll?.To insure prope.r credit to your account
II AI J this Official Notice must accompany\./J .$1.~IJIV\~r paymerit.Mail or bring it to:
.~.5'1.S3
\/J '-9a-.J//~'I J-?~:.z...,AAGGEfENT FO..nTHE COMfVWNWlJH.i;,.',
7~~COtJ.RT HOUSE
.~.WASHINGTON,PENNA.15301
rfI...~919?c.
(over),
•
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 paid,name and address of the persQ!I 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 affi.davrt,and retur'1'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 leg<.!lIy responsibl~for these debts"and
1-You actually paid these debts out of the account or property des~ribed 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 hqndling the administration of the general estate of the
decedent or any other transferee..J '"
SCHEDULE OF DEBTS
Date Paid Name of Payee -Description of Obligation Amount Paid-"t
II-li-?I ~J-IJ~M-h Jp.h ......J!~o.IJ.All-h ,_/J~A 60.rJ-n.
J-l../-?'J If I I PI,~.'')'It17.tUI>~n j/no A /"0 J.....-.~~n -r'J,IJ...(10 ,n IoJ /111'1.l"-n
//-<J-rl-J Ctu7....·'H.v.~L ..knJ?'",~01>A .JJ..l',.d r.Jt<i?O-O
/(-f()-'7J rrtlJAt g,-h..flilztJ . I (J U if _.,..2:)7 c.f
-~.J r>fl..1hA-....."il<;'-d-d
.-~--..,....-_..-----
.
TOTAL $0)9.7'-1
(attach separate sheet If required)
I,hereby c rtify that the fore
funer expenses and other debt of the decedent,~,for which I
was eg IIy responsible and which I did payout of the property herein taxed.I further certify,that to the
best my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
,
COMMONWEALTH OF PENNSYLVANIA)•
~SS:
Signature of Taxpayer
DAY OFoSUBSCRIBEDBEFOREMETHIS/tJ=--_~~~~~~-::--::--19 ~
REPORT OF REGISTER OF WILLSMyCommissionpiresFebruary21,197,1)
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
_.Officiol Tille Amount Paid--.-.......-'.-~
J.\(;C;'.i.'i':'I"-C'.·",",h",iol('~.,,;rcfn ,/~~(,JprC'de"lyo\)pNs,naliy [lQld funeral expenses.
1 _-/,er i st ',H "'),;"1.'!!"'.C':"v,ith ~,'\,:~der'v....J \:'11,IiF''foperly herein tax!:'d,such amounts Q}.pcnded
hi !i I 1\..Y '1~'\.)I,I';~lf~CHJC:IQns ~njc~1 ::,~~'ross fnll.'C"or the propcrf/in 'he co:nputution of 10;-(due.If an)'
,,1;'>:'\I'it JI,r ::~,.J !ot 1 li~"'e"f '1IC"Il'lg 'f;''S·S,jt I~recrmmc"Jed thot you :temize th,1 pCJyment1 below,
,.r ...',':'t.,1("'cv:t,c.-.J r,;;'_,r .',.'I'll •.,!T'-:t Regl.<ter J{w!;:~will c!<.OIninethe ditbts c1ailTled ond allow
':,):'•....fl'"It':,,.t·crm ",';·s h,"f';",1""-r;'e ,,-'""sli th-.:n L'.'''roPlpured lind you will receive an amended
CH.'.f'':~rl't:nl ()'!(J 1..
•':II t)ctJc.(1y paid ,'i"':,€',1,'::.,)'Jl ot !h"l1((:o:,nt or property described above and can furnhh proof
t.!,.t.h (.,r,i'·-~'d,if re:liJl:c1 ',,)1<
3·rtHlS\:<;u.1'J D:':;o:c f1O·(llso ::!"11'1I.':!{tJ(·01:,1,11'1.10:'(;'$,by an eXG'Jtor,odrninistrctor or other
pNsonol rcpr~5c:'ttf]live 01 I:Po Jere:'i,t h,j·,,~l ing the cdmll'islratiQTI of ihe gcnerol e~tute of the
C-t.',,~d"'lll or "oy other tror'sir-,l'l;
-rc~. -y l'f~~__'-"~_:.:........_'.."\"
t ,~,.J'';'.
1 itou :,!,~.,,,,,,• "~d iIJ~;t (,.~,...,d ~r·J(:S~("~~nH..q;t (if
I ,I~)r:.I 4(J __...'•._........__l .........~.:..•~-...t.-~_,..L4~~~...Lt:'".~:::.;.~-:.-'.~I fot Wh'C~~l i
i\,ch ,J d 1"'"'J'J ')f the prQpcrr~hCf!~tn taxed.'!1 fudner cej-tify,tllot te the
e'd.,.",~·1('~j,...l..wiil flO~be r.lair-cd by ony'other per~on,for illheriknce
...~.
.,, I ':--r."t'•..;:"j 3~F()r~L.";lr:[HtS _L.·.../
'9 ~_~
~--.-
,.,,"f t ~'),-I -.
•.'1...n.":'r,'I .'
~II ',.l!.,~.'o (~"t,.".."I.-~'..,"
-c l
r
r 1
CEPAg'l'ME1'~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
<r.~
DATE ...............J.anya;r.y...l.J.,,~~~l9:7g ....
COUNTY .~~.~.~~~.~~.~~.
FILE NO ??:?..~:.~~..
KATHERINE SCHEPONIK N.CHARLEROI .Whereas,late of .
in the County of WA$..H.~.~~9:m..N Commonwealth of Pennsylvania,having died on
the $t.h :day of ~:,.N9..~.~~~.~.....................................19 7.~.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.f.r.~9..~.~~~.9.,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.
I
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 PITTSBURGH NATIONAL BANK CHARLEROI OFFICE,CHARLEROI,$1,574.01.
.PENNSYLVANIA~'SAVINGS ACCOUNT#0024272~In the names'of Katherine I
Schenonik or Julia Granus.Opened 2-7-68.Balance as of date of death
$3,148.01.
I
~
.
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ......................l.l..t.h ..................day of ..................J.~JI\~~.....................................................................................................7219............
....................................Frances....Leo.......................................................................".....
...................?4.4...~Cl.I:).~~.!le.~C'.r.1....~~~.~~....~~~g·..
AppraiJrer
..........................................
•:Mumber'and Stroel)Washl.ngton,a....Penna..............................................................................................................................,
(Post Offiee)
.WA$HJNG:'rQN .County "
.,
<J
RESIDENT INHERITANCE TAX APPRAISEMI!:NT
Estate of
KATHERINE SCHEPONIK
Deceased.
Late of
N..!,.QJ:U\,lU¥B,OI
Date ·of Death,:N9..Y~~.E3.;r $.,J,..9Zl ..
Appraisemel!t Docket Vol.,,.
;.
.........Page,.No.§3-72-28.,.
Filed in Register's Office,19 ..
Amount of tax due,$: .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,~.
Wrote abo.ut Appraisement,.
Appeal fyom Appraisement,..
Entered and charged,.
·r,:
o
.t·
..
J
'.
RCC-4 (8-68)
No·8
.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE45810OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX
nollarsnr_••-.F••."•.1 n."~t II •••..'j)111 "It.__LP";jJ ,.
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:....Jlw..;IA.-G1WWfj.}i?,A:)!:II\~onL1NP......;U~..-----.------==~=..:.:..::.....:.:=.:....:..:.:.::.....:==~-==.:..------~
RECEIVED FIFTI RZKE &Rd S3/lOO.!T .....•,
.Add ress ~39---H::lG-liW*I:ln1:Vi:iHlw:r-----------j 2%Tax on $$I~I
"f.6%Tax on $----;1...".....~:I!i.....,ijI267'.f----$·-----f6~26,..~6b-6----11t
File No.63-r72e2S Date of Death~1JIb6~;L---1 15%Tax on $._$--------.['1
$--------II'JI
Date of Payment --..uam~'I!I-~~-*W-2----------j
Name of Decedent --K.~m;m;m~t-Sl~g"PGm~------i
%Tax on $$----------11llI
Estate Tax,Act of
May 7,1927
/
County -----W.rtSJIlllSroliL---------~
Remarks:
JMO
TOTAL TAX CREDIT
Less five p.ercentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
$-----"'3~......Ja::J-----1i!1
$--------In
5 EA L
TOTAL AMOUNT PAID $.==:z5!::i9!:!t!:ll;~3l!::::::====lgl
NOTE,Th'.Tnpll.........p,~..,...,,,,~w ...."aa.0 Rfl '-../,.
R."'v.d by".~...~<M.fj
NOTE:In accepting the transfer Inheritance tax an future estates,prior to the death of the 1jW"""-I (Slg~ure).i
tenant or tenant far years,as evidenced by this receipt,It Is understoad that the Commonwealth si\all ) -~i .1 JJ
not be precluded or prevented from hereafter assessing additional Inheritance tax at the death of t~e•.~'"'.,/\!},,U I
life tenant or tenant for years whenever It appears that such additional tax may be legally due and ./(Title
collectible for any reason whatsaever.i
t·
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX45811
RCC-A (8-68)
No·8
"""l""'",_"'~-~,--"-_.~-.~---'-'-------'-------"!""'".---;---- -~-- -------.----.,.....-.~------..,-.-.-"-----__••/mr,.
dollars.j f J".,•_.,
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:,mtit\6HMifijS'-'13M~I1&-eJ~ma.--t~fr..;---T-----------------=-----------fi11
RECEIVED IJ:um:IFM and 35/100••
Address~~....gWlW~)....AWWE----------j 2%Tax on $$----------(;:1
6 %Tax 0 n $----:11-:,.,.f6~7:EZl2l.::-.H82i-1----$-----.ll""'OOIV..,..3~'.l-~---1I1I
File No.63-72-28 Date of Death---;1:1>=-&JIlT:.J;:----j 15%Tax on $$----------U
$--------fJl
Date of Payment --~J(J;mliQl!'N-.J.CJr~~'----~
Name of Decedent ----I;Mmlm;mE-~~m;)ll\~K__---_l
%Tax on $$IQI
Estate Tax,Act of
May 7,1927
County -------Wl~I.T.I;~~m_--------___j
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 _
$,__lJ~OO£&.~37"--__1tI1
$---~S•.-l0.2i.w----11il1
$--------·1111
$==~9~5.b3~5===I~1TOTALAMOUNTPAIDSEAL
NOTE:This Triplicat;Recei~t to be retained for audit purposes.,...---",
()~
Received by\--....._".:;,.,c..,.,;"~~~A...-::-H~'""""~."...'-1!~------n
NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life ./
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall/'
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th.i,".
life tenant or tenant for years whenever it appears that such additional tax may be legally due and·'-<·::-_--=·....:_~a:.be~*=''bo~~I-.>'<dT'~~..;.l.II~-----1IiII
collectible for any reason whatsoever.
------------h IJ._.~.~--------.---..=:---..._-------------------- ----------