HomeMy WebLinkAboutOC1969-1247 - ESTATE OF KOSKOSKARCC-103 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEI'!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF__W:..:...:a""",s=h",,n~g~t=o,",,-,n,----_
J
This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after date of death,unless an extension is granted by the Secretary of Revenue.
409 PerryAve.,Belie Vernon,
(Address)Pa.of
Will
Admn.No.19 I,Gj zel T.ee-ros
(~me)
Misc.
being duly sworn according to law,deposes and says that he is the --".ILt.l..-...JTwe....Duaa..l.D.wtL..-_
(Exec.,Adm.,Legatee,etc.)
of the estate of Ml.'J-Lj....,kue""--.L>K.....o....sL.lk~o.......s...,k......a"__late of --!:Ml.!ooLin.J.:oloU..ln..e£~auh.J..:e!o<...L].QaL.-_
(City,Borough,or Township)
deceased,and that the whole of the estafe of s<Jid decedent,who died on __......ILJ]u.J...1.]-.,}yL-2""-:l-'8~,r-:-].L...;;29Cl.6L9:l.----------_
(Date)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair mal-ket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Sworn ond subscribed before me
the day of 19_.__
(Signa ture)(Title)
Type of Asset:Department
Real Estate,Pers.ASSETS Estimated Valuation
Property,Jointly (Attach additional sheets if necessary)Market CAUTION
HeId Prop.or Description of Asset Value (Do not writ.e
Transfers in this space)
Jt.Savings Account hIed in the
'vestern Pennsylavn~a Natioaal Bank,
Monongahela Office~Monongahela,Penn.
"
in the names of MIKE KOSKOSKA or GIZEL
LEGROS.663.89
TOTALS 663.89
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in
the last column to the right.
Inheritance Tax AppraiserDtda e ~
DEBTS AND DEDUCTIONS Amount Amount Approved
Name of Payee Nature of Claim Claimed by Register
EBOUT &YORE FUNERAL Hm:E FUNERAL EXPENSES 635.50
fONONGARELA MEMORIAL f OSPITAL 49.62
-
TOTALS 685 12
B
REPORT OF THE 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 in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount
in the last column to the right,which greater or lesser amount represents the sum allowed as a deduction.
Date of Approval:_
Reaish••of Wi lis
b
Will }
Administration No.Year__
IN THE
'.'L~..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF1 ;-,
MIKE KOSKOSKA;SR.
Deceased
Late of MONONGAHEAI,
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
4
0'3,-t f --/ot '11
\COMMO~WEALTH OF PENNS)fkV~NIA
DEPARTMENT OFR,r~~,6.N,~IV\~
HARRISBURG ,Iff CI}LP/1~
A'I '.liONS··W II A
August.1j 1969 !()1 PH'S9
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,PennsylvaniQ Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION WfJu.tarn Ponna.Uat 1l :ea~l4;
ADDRESS Fourth &Main St.,MooonganeJ s,Pat 1)06)
ACCOUNT NO.OF JOINT,.
TRUST OR INVESTMENT DEPOSIT Sayi.ngs Aceounti31l&Jd.
NAMES ON ACCOUNT
OR INVESTMENT Mike KoskOska.Sr.or Clizel Legro@--
ADDRESS R_D_#_2...:.,_M_o_n_0ll.....:g;...ah_e_la_..=-'_'_a_,~J..5:.....'06...:.·.::;..3 --
DATE OF DEATH Jtl1;y 28,.1969/
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Gizal Legx-os-----..;;........-----------
ADDRESS 409 Perry Ave.,Belle Vernon,Pa.,15012
TITLE
Manager,Vice President
RELATIONSH IP TO DECEDENT.......-:D=,a=UE~hA.lote~r..........---_
DATE DEPOSIT OR INVESTMENT '.
WAS ESTABLISHED Janua1;1 J.8,1268 vi
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $,....66,..;;3......,..;;89...,.,.·---~r---r--------
(jOFFICI~L NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
D\PARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
,",INHERITANCE TAX DIVISION
__iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;!;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii=iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii....,.~
TO:_G_1_Z_E_L_L_E_G_RO_S _
409·PERRYAVENUE
BELLE VERNON,,PENNSYLVANIA 15012
Date:A_u~g:.....u_s_t_2_2......:,~1_9_6....;,.9 _
County __'v_A_S_H_I_N_G_T_O_N _
County File No._
Bur~au File No.t3~hf-/01 L/l
We have received noti ce that,at'lmO~l!!tlb8:~.bc:QC..'"Xx"'fx:xxnxnxxxXXXXXxxxxxxXX'XXXXX
on Jnl j'28;,19.6.9-.,you came into ownership of certain property throug~~
xa~~~~~~~~~~'transfer from MIKE KOSK~SKA;SR.,Deceased.
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.Sa.v ..Acct.#36444 held.in the
'\\,'ESTERN PENNA.NAT'L.BANK,MONONGAHELA OFFICE,MONONGAHELA,PA •.!in,the
n':.mes of MIKE KOSKOSKA,S~.orGIZEL LEGROS.Opened 1·..].8-68.'Bala.nce
as of date of'death,$663~89•
.appraised by the Commonwealth,as of the date of death,at $663 ..89
100 %of this amount is taxable at the rate of .6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
663.89$-------
~.-,
u
AMOUNT OF TAX DUE 39.83
o If you pay the above amount within three (3)months
of the dat~of death of the decedent,or on or
before oct..'28 19 69 you may deduct a
discount of 5%of the amount of tax due,or
1.99xxx81x
D 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
TOTAL AMOUNT DUE
APPR AISED BY:--~'--4(=-(/..,...:eL~::::::~._:::::::::.d..:::::_-,,:::.-:...-.:,(,.-=_
{Inheritance Tax A
$39 •83 $:;:::::================..
ASSESSED BY:_~5tZt:.===--=~....::·=--_..:=-..£~£.::;.;=-:':.....:'~_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
"R~11 AU.~
AGENT FOR THE COMMONWEALTH
COURT HOUSE
WASKINGTON!.PENNA._.~1530t
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forward ing to the Commonwealth,Iist below the date paid,nl\!!le and address of the person to whom
you made payment,their official title and the amount."i.
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 on 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 some debts are not also claimed,for tax purposes,by on executor,administrator or other
person.al representative of the decedent handl ing the admin istration of the general estate of the
decedent or any other transferee.
, I
Dote Paid
x-#-/9'
Npme of Paye~
':=:;,A/II A /.If /7/~..
/
SCHEDULE OF DEBTS
Description of Obligation
/
Amount Paid
(attach separate sheet if requ ired)
TOTAL $?P 5 ./~
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__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
.i
".;.
I,the unders'ignedi.,dui:yelected Register'of Wills in and for the above county,do respectfully report that I
have allowed deduc'tiops listed above in the total amount of $--------0
Date of Approval:_
Register of Wills