The URL can be used to link to this page

Home My WebLink AboutOC1969-1329 - ESTATE OF GUBANISH.------------~--------------- ·f.cc-134 (B-65) . COMMOAWEAL TH OF PENNSYLVANIA • • DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX-'DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: ----=-J=AME=S::........:.;H:..:.•__.:;_GU=B=A=N=I=S=H __ _ 165 OAK GROVE RD. ____ WASHINGTON, PENNSYLVANIA 15301 Date: November 10, 1969 County WASHINGTON County File No. J$"--,Zf-,t._J Bureau File No. ltJ -t 9-/J oZ 9 ~ , 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. Sav. Acct. #28786 held in the PITTSBURGH NATIONAL BANK, WASHINGTON OFFICE, WASHINGTON, PA., in the names of JOHN GUBANISH or JA~ffiS H. GUBANISH. Opened 9-3-69. Balance as of date of death $2 773.44 appraised by the Commonwealth, as of the date of death, at $ 2 ' 773 • 44 ·· ..... 100 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the date of death of the dec?,ief~ or on or before Jan • 23 19 6!J!it you may deduct a discount of 5% of the amount of tax due, or 0 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 ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ -=2L., 7:....:7~3--=-• ....:...44...:.,.__ __ $--------------- 166.41 8.32 $ 16 6 • 41 $ =====;=============-- APPRAISED BY:__:~~'-L.k&~~~l:::--ASSESSED BY: ~~,t~ (Agent for the Co'!lmonwealth) .. ~.~ -------------~--... IN,STRUCTIONS TO TAXPAYERS Make checks or money orders payable to: • d ~aS"/~11 ~ (over) ~)/./H. To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: 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 onci· address of the person to wnom you made payment, their official title and the amount. --, Date Paid Name and Address of Payee Official Title Amou'nt Po iCI 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: l -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 deced~nt or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee -. Description of Obligation Amount Paid ' . Yd, !3/./fb9 P/-r-r Jni/N /1;111~/UJL fLDwt./j S -F~~ Joh!V G v !J /1-/J// "£h .-1 47,. 7o !lome..- 0_,-;i·; !),/, /9'19 p; T f/'7) hill M.l/11 MU'J )_ F u Ill e.-llll .t .Sr;.!?//t'c e.s P'tJfi. u , i/6 In ,_ cJIJj,N 0uhAA//c.!Jh Jl;' /5 (20 , t> 0 fltJ'V-P.J. t ~ l?tJb..R../( r L ilf.h o_-r/ t::' A/,.(,.. /) eLILd ,.,_A/ e. p co...., e:r~Av >'Y -S'tP , 0 c) -. . ,.;r IJ-c-7: o:1 jyj~ P;r-rm n)lt PoAld?AL.. Fof{ p A ~-.4C.hL&. J?f.5',.ou If" rn ~- TOTAL $ /£./~. 7 (} (attach separate sheet if required} COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of-...,.-____,,.---~-- 1, hereby certify at the f egoi g is p · stand true statement of --f erol expens~e q.;!ld other debts of the decedent, , for which I was legally r.ru.~.!l~ible and which I did pay out of t e 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. SWO~!ND SUBSCRIBED BEFORE ME THIS .lA"~ 19 Ja.!J_. ~ DAY OF \} fl~ &: AAI~ ~-gnature of Tax payer 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$--------.. Date of Approval: ______________ _ Registe·r of Wills Fonn RCC-2 ~ Necember 3 1969 ., COMMONWEALTH OF PENNSYLVANIA DATE .................................... , .................................. '-... ................................ ,_ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ······WASHING-T-ON········································ BUREAU OF COUNTY COLLECTIONS • 4 APPRAISEMENT HARRISBURG, PENNA. 17127 FILE NO •............ 6. .. 3 .. :::: .. 6..9.::::.L3. .. 2..9 ........ -......................... I .................... J..O.HN ..... G:Y.BAN.J..$..H ................................. : ......................................... late of ............. ~~A.§.IE.l\:9.!.9..~ ....................................................... Whereas, in the County of ...................... ~~f\.§}i~.~.Q.!..9..~ .................................. : ....................................... Commonwealth of Pennsylvania, having died on the ........................................ .2-J.r..d ....................................... day of .......................... 9..~.~ .. <:>.~.~--~······················· 19 ... ~~-. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................... w ..•...... R •...... C.HAN.EY. .................................................. , 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. I Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS. : Jt. Sav. #28786 held in the PITTSBURGH NATIONAL BANK, 'vASHINGTON OFFICE, \vASHINGTON, PA. 1n the names of JOHN GUBANISH -JAMES H. GUBANISH. Opened 9-3-69. Balance as of date of death, $2,773.44 Fully taxable 2,773 44 I ·~ ,, I ' I I I form~;·!,';~hb~: ~:~~w~ .. ~~~~: ~.~ 0~·~~~~cert.~~~ise~~ti .. ?:~e1~n~o~: A raiser I ........................ ,V.AS.HINGTO(~~;:,:;i;~~··;;-.:,-d··st~~~i·;··· ···························· ·························· ......................................................................................................... (Post Ofllce) ............................... , Penna . 'vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Deceased. Late of 'vASHINGTON Date of Death, ............. .Oc.tob.er .. .2.3 .. , ... .1.9.6.9 .. AppraisemeHt Docket Vol., 38 Page, No. . ... 6.3. . .,.6.9.,.13.2.9. Filed in Register's Office, ....... D.ec ..•..... 3 ....... 19 ......... 69 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .. ' ~ . _. Rc, COMMONW~ALTH OIS~EN~SYLVANIA !:Ou;{ BuR~Etv£0 DEPARTMENT OF REVENUE h c0;_1U Or HARRISBURG Ocr J L£cr,0"' .il) 9 s R C C-43 (5-65) October ;s 1969 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 · S. 4th Street Harrisburg, Pennsylvania Dear Sir: 3o AH '&9 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING Pit·t.sburgh National Ba.t'..k Washington Office FINANCIAL INSTITUTION ----+r6-t5T--*Mau!'!"i·m-1-.3it+t~---------- ADDRESS Washington, Pa 15301 ACCOUNT NO. OF JOINT, J TRUST OR INVESTMENT DEPOSIT_s_a_v#_2_S_7S_6 __________ _ NAMES ON ACCOUNT~---/£ __ -h ~ ORINVESTMENT _________ ~Jo=hn~G~~=~~~~sh====~-----~-~~l V James H Gubani~ \ -~fi\M~ ~-W!,~Il':!rf}..'l d ----' /) ) DECEASED JOINT DEPOSITOR, John Gubanish TRUSTEE OR INVESTOR -----r-r-,.....,..~------------16$ Oak Grove Rd ADDRESS _________________ r._~_m_l~_-_._to_n __ Pa __ l_53_0_~--------------- DATEOFDEATH ___________ o_.c_to_b_e_r __ 2_3_1_9_69 ____________ ___ SURVIVING DEPOSITOR, James H Gubanish BENEFICIARY OR INVESTOR------------'------ 165 Oak Grove Rd ADDRESS _________________ wa=s~h~in~~~-~-on~P~a-1~5~30~~._ ______________ _ RELATIONSHIP TO DECEDENT_~"'------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED __ ___..:S=e:.c=.pt~, _3.,__ .... 19~61i:..<1:9---Lt"'-/-------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $=2&.J;7u..7..::.:3•=44=--------------- Signature TITLE Platfor.m Assistant \ \ \ \ ',' \ \