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Home My WebLink AboutOC1969-1029 - ESTATE OF BACIKRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA 1,DEPARTMENT OF REVENUE ~UREAU OF COUNTY COLLECTIONS IN\;lERITA~CETAX DIVISION Date:JulY 9.'1969 County WASHIIGTON County File No,_ Bureau File No.&>?-Ie C;-/d;Z f OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ EC.".TO 'A'OMINISTRA TION JOSlpa ,F.'mIK~,'---'------'----"_ R.D.II,BOX 10 G TO: ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~.~'~.~~~~_on JUDe'"19.69.:.,rou came into owners ip 0 certain property t roug .' ~~tranafer f.-Oil 30_'8,8.BACIK.·'ECIASBD. 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 ass.essed consists of:Jt.a'lUicet.IS21367'b.i4 :1.'the _DOLLAR SAVINGS 'BANK •.CRElNOATEMALL OFFICE.OREBtfSBtJRO,,Pit.,iJlithi'bAmes . ot 3IS1PB'S.,BACIK IHfRVS'f roa JOSlPft '.MALAK.QJenM 8.·6.56.''''''.''••xBalanceasotdateofdea.h,'$~3~.~5K8&2~.1~9L-_ appraised by the Com~o'nwealth,as of the date of death,at $__K.3.....6K:'8lli!.2.....~1...·91i1f.·'_:__,'I 100%of this amount is taxable at the rate of 1S % ,ORIGINAL ASSESSMENT AMENDED ASSESSMENT ~GFc?/tl.-- ;0 «1'4 e?,Go n4 -;YolO.d J t{;3.0..) $ :552.33AMOUNTOFTAXDUE DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT ,, D If you pay the above amount within three (3)months' of the date of death of the decedent,or on or before Sept.·7.'19 69 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent one year after the date of death of the decedent 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:----a<~....;...-q ..-;-~~=~~ '552.:33 $J.;/~)/7 ~~~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: (over) Make ch~cks or money orders payable to: ~·R~J1J.M~1 ~ <?(.~#4tJ So 7;19 f]~?-/'?-&7 -4 a.?-Yf/E r 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 person to whom you made payment,their official title and the amount.1 Date Paid Name and Address of Pay~~--Official Title Amount Paitl---,- 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 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 person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid N)lme of Payee ,1 "Description of Obligation Amount Paid C.-~;l-L 9 ~£:.~~/~/-/ ~h A"'~/~/.""~"A -/Z_,/..,,/t"':.,.?-ClO \../"--.,. TOTAL $/./C.:r::'.o-c (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: 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 __ 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 Funn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS....~'... HARRISBURG,PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERI~ANCE TAX APPRAiSEMENT DATE ~.:.P.~.:.J!l!?~:~.?~~.??.?.. COUNTY W.Cl.:::>.h.~!1.~g~.. FILE NO...9.J.::..9..9..=~.Q?.9._. Whereas,~.~~.~p..~~..~~.~g.~.~late of g~.~.~~.~:r..?.~. in the County of !!9.-.~b.~~')g~.9.P.:Commonwealth of Pennsylvania,having died on the .17.~h day of ~~.~19.??,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~.~.Qh.~!).~y.,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 1n 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ JT.HELD: Jt.Bank Account·#527367 held in the DOLlAR SAVINGS BANE,Greengate Mall Office,Greensburg,Pennsyl\ania in the names of JOSEPH S.BACIK IN TRUST FOR JOSEPH F.MALAK.Opened S-6-66.Balance as of date of death, $3,682.19.3,682 19 ~'~J ; Total 3,682 19 Having been duly sworn according to law,I do hereby certify t~the~v~praisement is made in z:n- fonnity with law on thisL.Z4 day Of~:)ez'--~>~;:~~~!-' Z:?iJ;;;;;''';;''i~<"~(J ~,.!;;oo;;j'Penna. ~\fASHINGTON.....................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...J~)$E.PH ...$..•.....B.AGJ.K.. Deceased. Late of CHJ1RL8ROI Date of Death,~:t1P.~1.:7..I 1.:9~9.. Appraisemcl!t Docket Vol.,J.~.. Page,N o ~3..:::.9.9~~.9?9 . Filed in Register's Office,?.E3.p.t.!J~.1.19.~.9 . Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement, Appeal fl'Dm Appraisement,. Entered and charged,.. " i \ I' I RCC-43 (6-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENrT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE ..Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and'Estate Tax Act of 1961,we herewith submit the following report: REPORTING FINANCI AL INSTITUTIONS __D..:,.ol=l::..:ar-=-__Sa.:..:..v.:...;:i=.ngs~~-=Bank::.:.='=__,,_.-=G=r-=e-=eng~2::·a:.:t-=e...:.Mal=.:::':::l:.....::.:Of:.:f:.:i:.::c.::,e_'__ ADDR ESS 2126 Greengate lrtall ..Greensburg,Pa.15601 ACCOUNT NO.~H TRUST DEPOSIT O;::XD~__~5=27~3=6..L7 ...,....-- NAMES ON ACCOUNT OR INVESTMENT Jose h S.Malak DECEASED )jl§DW(lttJU!JX~./ TRUSTEE illI~Joeeph 5e':Bacik V ADD RESS ·R__._·_D.:..:..'"__#l__..:..:.~·_Bo_x__.....:.7.:..:..0---.:.-G.!...,__:C:-:..h__aI'.:::..l=-e.:.,:I':...:o:..:i:.!:;_P=-la:.:::··,"=-'--=1.:::.50.:.:22='~:....'_ DATE OF DEATH ,6...17...69 SURVIVING~ .BEN EFICIARY ~_--",J"",'O.li&Sfijll'ii:!p~h~F.....';:-Maa.:.ll:a.;ll..lil.iDk"-:'-----,- RELATIONSHI P TO DECEDEN T ",-,"_-'-'~f~!.!ete~p:!±he>::Jw!1.-·.:..:..v-,..,----'.,----'__-:--_--,._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Auf.."Ust6,1956 BALANCE AT OATEOF DEATH $-'-2~,6~8,a;2"-'l,....!.1::z.9---:___,_----------_-- .f~dJ~!S/o ._":.:.'J,.