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HomeMy WebLinkAboutOC1970-0149 - ESTATE OF MALANOSRCC-134 (1-69)•COMMONWEA"LT.H 0t PENNSYLVANIA "'.DEPARTMENT o~REVENUE lUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX· APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION TO:__...L.P....ETo..!BoL..!.!HA~LA~N=-OS _ 517 EAST HcHURRAY ROAD l-fOHURRAYt PENNSYLVANIA 15317 Date:__-.;A-!!pr-.;._il~._1.-;0,:.-._1..;..97.:...0 _ County \'l.:::a::.a:.:h=i=n::!:gt~CM1~_ County File No._ Bureau File No.__63-~'_7.;....0-_·_1.4_·_9 _ We hav e received no tice tha t,XSL'6Xr.e.s'6rt~f\~·~.1Ulh'l(g.t~x.xxx.xxxxxx.xx.xxx,wXXXXx.xxx..x..UXXXXXXXXXXXk~x..\. on January 16 19 70 ,you came into ownership of certain property through~~lXJ(.qJrVf~~~\f.;aXX~WTh~(i¥ya"w:.revdQipt~Vl~f~transfer frO.tllI 'MAHE MALANOS.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 assessed consists of:Jt.Bank Account 5 -X1891.held in THE liT.LEBANON FEDER/It SAVIIIGS &:LOAN ASSOC!A'rION,lIcHUftHAY OFFICE,MclIDUl1.AY,pL:m:.•YLVANIA in the namee of lfAHE l.rALAUOS TRUSTEE FCl1 PErE l'J\LANOS.Opened July ll,1969~Balance as ~f Date of De.'lth,$UiOOO.OO, appraised by the Commonwealth,as of the date of death,at $11.,000.00 100 %of this amount is taxable at the rate of6 % ORIGINAL ASSESSMENT AMENDED ASSESSMEtil DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT ll,OOOf00$-_---=:...._~---$-------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of deaticf the dEU=6dent,or on or before April 19 'f you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death 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 TRUCTIONS TO TAXPAYERS $-=========== (Agent for the Commonwealth) $ ASSESSED BY:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid ~7 \/) APPRAISED BY:~£.j\,, (Inheritance Tax A pr,aiser) TOTAL AMOUNT DU E 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: \1 ' 'J ~ ), -" ~CClI.l rJASHIf:GTL [~••:••;"..,t If you have already paid this tax to an executor,administrator,attorney or other personal representative of t.he decedent for forwarding to the Commonwealth,list below the date paid,name and address of the..p,ers,0n.to whQm 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 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 TOTAL $ (attach separate sheet if required) 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 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 Wi lis ,II' RCC-43 (5-65) ,,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE 15317 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 REPORTING FINANCIAL INSTITUTION Mt.Lebanon Federal Savings&.Loan Association ADDRESS 126 South Washington Road,McMurray,Pennsylvania ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__--"-5_-_X;;.;..;l=8......9l~.....,.._--- NAMES ON ACCOUNT OR INVESTMENT Mahe Malanos Trustee for Pete Malanos (son) DECEASED JOINT DEPOSITOR,/TRUSTEE OR INVESTOR Ma_h_e_M_a_la_n_o_s _ ADDRESS 517 East McMurray Road,McMurray,Pennsylvania 15317 DATE OF DEATH January 16,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ---=P;..;;e....;;t~e_=Ma=l~an;;:.;o:;..;;s;...._._ ADDRESS 517 East McMurray Road,McMurray,Pennsylvania 15317 RELATIONSHIP TO DECEDENT -'S=o=n=----_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED .July 11,1969 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_1_1~,0_0_0....;...0_0 ~-_ /I {)-<f-eJ.~ /&,(;,0,0-0 ~ ~-16-70 33~~2>V le YJ . I ~ .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) 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 REPORTING FINANCIAL INSTITUTION Nt.Lebanon Federal Savings &Loan AssociatiQl1 ADDRESS 126 Sou'th Washington ltoad,McMurrq,Pennsylvania 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__~5::....·_......;;;x=l8~9=l _ NAMES ON ACCOUNT OR INVESTMENT Hahe MeJ.anos Trustee for Pete Malanos (eon) DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR Mah_e_Ma---,-l..;;.;,atl_·0..;.6_·_ ADDRESS 517 East MeMurra;y Road,Mc:Mu1'raY,Pennsylvania 15317 DATE OF DEATH January 16,1910 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR --::.P~et.;:;.:e:;...;;.::Ms=l:::::a:=DO:;.::S:....-.._ ADDRESS 517 East McMurra.y Road,McMurray.PennSYlvania 15317 RELATIONSHIP TO DECEDENT -=S=O=D _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED JUly U,1969 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $..;.1....3.,::....000_._0_0 _ RCC-43 (5-65) >,.COMMONWEALTH 'OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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 REPORTING FINANCIAL INSTITUTION Nt.1-e~re4ereJ.Savtnss e.LoQn AsGOC1atlon ADDRESS 126 SQUtb Waoh1n,gtou lloaA,M~,Peranqlva.aua 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__-.:5:..--......;..X_lS..,::.9...;..1 _ NAMES ON ACCOUNT OR INVESTMENT Mabe MalMOfJ T'tuotce tor Pete MQ1anOa (IOQ) DECEASED JOINT DEPOSITOR,l.febe u~!"!.osTRUSTEEORINVESTORinCNI~_ ADDRESS 517 East ~lloe4,~,PeQQG¥J.vu1a 15317 DATE OF DEATH J~16,1910 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _M_._e....,;*....,;:....l_aDO~a _ ADDRESS 517 EaGt M~!load,M~,l'enDGylYOlW;\15317 RELATIONSHIP TO DECEDENT ...:Scm;.:::..:::,._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ..l'uJ,y 11,1969 BALANCE,INCLUDING INTEREST _ DUE,AT DATE OF DEATH $_U....,;•....,;OOO_._It_,oo_·_ R C C-43.(5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF.~EVENUE..~,--. HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department'of Re~~nue 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 REPORTING FINANCIAL INSTITUTION The ITn;on Nat;anal Bank of pj ttsbin::gb ADDRESS p.O.Box 837,Pittsburgh,Pa.lS230 ACCOUNT NO.OF JOINT,Attn:H.G.M~ller,AssE.Cash~er TRUST OR INVESTMENT DEPOSIT #72-40S099 (checking) NAMES ON ACCOUNT OR INVESTMENT ---=M:.=:a~he~M~a~l=..::a~n~o_:.::.s~or P.G.Malanos DECEASED JOINT DEPOSITOR,-.J7< TRUSTEE OR INVESTOR -=-M:.:::a=h:.::e:.......:..:M~a'_=l~a~n.:::::o~s __')~\\+~---_ ADDRESS .::..S.=.1.!,..7-'E=:..:....~M~c~M~lil~r::.:!r~a~y~R~o~a~d'-Lc~M~c!:!M~u"'-r..l..r£ay~,-'P£.jaa........_1.a...;5.J..,3.L.-1L.....71..-_ DATE OF DEATH _--=-----------=::J..:::a~n:..::::u~ac.=.r...Ly.:.:;;----==-1~6L,--=-1:::...9.!..:.7O~_ SURVIVING DEPOSITOR, 'BEN EFICIARY OR INVESTOR --=-p......-:G::.!..&...•.....!.M:.I..iia.wl"-£al...Lnu.o~s'--_ ADDR ESS __--=S:...:::1:...:.7---=:E~.~M:::::c~M~u.=.r.:!;;..r~a:t..y-,R~o~a~d:i..L...!~M~c::!:M~u:!.!rJr....sa~Y:""c---.£:P:..ga....._....l.l~S.>2.3..J.l.J..7 __ RELATIONSH IP TO DECEDENT ---==s;.;;:o~n:...__ DATE DEPOSIT OR INVESTMENT WAS ESTABLI SHED -;--P.:;;;.r.:;;;.i..;;.,o=-r~to=---:F:...;e:::.:b::...:r:..;u:::.;a~r:...,jYw,:..........::1~9:.:::6:.=2:..i~~ BALANCE,INCLUDING IN'TEREST DyE,AT DATE OF DEATH $-J..$..;:;..8""--S7:-:.;..;;1;.,;;.6 _ /M~~):'/Signature TITLE Assistant Cashier .', ...~_......,;,'1:-----.......- RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE B~RE~OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECT "1"0 ADMINISTRATION TO:--tAP....-\Ohii.....,}MliAiHIJ::al;ffNO"'St------- 517 E.McMURRAY ROAD MelIDRRAY,PENNSYLVANIA 153J.1 Date:--t4F-eel-flbrPrfttlee:-.:r,p·'11"-10......,S~,-IIH9f-il7I-fOJ---- County _~W=A=S=Jl~INll.lG:.'~r{):..!N~_ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsy Ivania 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.Checki.tlg Aee·t.#72-405099 held in rhv tmloN NATIONAL DANK OF PCR.PITTSBURGH t PA.,in the nantes of Y.AHE MALANOS or P.G.MALANOS,Opened prior 1962,Balance f.l.S of date of death, appraised by the Commonwealth,as of the date of death,at $85'1.16 50 %of this amount is taxable at the rate of G % ORIGINAL ASSESSMENT AMENDED ASSESSMENT UCTIONS TO TAXPAYERS ASSESSED BY:-:--_ (Agent for the Commonwealth) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Apr.16 19 70 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death 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:-~-£....l....--&.-~:"""':"--"----T-7- $ 25.71 25.71 $-------- $============= Make checks or money orders payable to: -?-//-pO To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: Amount PaidOfficialTitleNameandAddressofPay'~e',Date Paid 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.... '~.,.,> 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: • I 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 personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid /1 Name of Payee Description of Obligation Amount Paid /-01"),-76 I'<'~.A/A/£'.-.'-::7~,,-'./VA.d.~./.....//-P 17·Or) '"'/, TOTAL $~t,,f,P:on (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 Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ..............x.~.~.~.~.....~?.?.......~.9.79 ..... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ....................W.~.~.h.;j,.Dg:t..9.n...............................,.COUNTYBUREAUOFCOUNTYCOLLECTIONS•• HARRISBUltG,PENNA.17127 APPRAIS'EM~NT FILE NO•63-70-149................................................................................................... I Whereas,.....................~.hl3.....~9:±.9:g9.:?...................................................................................late of .........................................~~~:'l.r.::r:.9:y..................................... in the County of .............................W9:.~b.;j,!)g:t..g}........................................................................Commonwealth of Pennsylvania,having died on the .................................J.:~....:t.h.............................................day of .........................~.?:P:l,l.Ci.:r:.y.............................19.....7.9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................W..~.R~......G.h9.,D.~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 in this estate is transferred In possession or enjoyment to collatera.l 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 Appral.ementDe.crlptlon of Allet Value.Made for Inheritance Ta.Purpole. $ JT.HEW: - Jt.Checking Account held in the UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH OFFICE,PITTSBURGH,PENNSYLVANIA •-- In the names of }1AHE YJALANOS or P.G.MALANOS 428 58 Total 428 58 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this .........................................................day of ................................................................................................................................................19 ............. ..............................................................................................,................................................................,.... Appraiser .............................,."....".."..,...,.....,..........,.......,...................."".............................,."................................ (Number and Str.et) ..........................................................................................................................................,Penna. (PCl8t OIBee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MAHE MALANOS Deceased. Late of McMURRAY Date of Dealh,~c:l:f.1.~:r.Y.:I.:?.!.:I.:9..7.9.. Appraisement Docket Vol... ..,. Page,No ??~.79..':~~4.9... Filed in Register's Office,f.~.l::>:r..1,1~:r..y ::J,,3...197.Q.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appraisement. Appeal f1'om Appraisement,.. Entered and charged,. '. '. "~ # ".,