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Home My WebLink AboutOC1970-0206 - ESTATE OF MACHEYKEj COMMONWEAL:rH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE 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 ADDRESS 4 Wo Pike Sto,Canonsburg,Pao 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 399 (savings) NAMES ON ACCOUNT ---------------------------- OR INVESTMENT Wasyl Macheyke or Mrs"Anna Kulish DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Wasyl Macheyke ADDRESS 2_0_8_M_C_S_h_an_e_S_t_"_,_c_a_n_o_n_s_b_ur_9_'_p_a_o_l_5_3_1_7 _ DATE OF DEATH Dec 12,1969 .. SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _Mr---;:-s_"_A_nn_a_K_u_l_i_s_h _ ADDRESS 2_0_8_M_c_S_h_a_n_e_S_t_"_,_c_a_n_on_s_b_u_r...,:9:...'_P_a_o_l_5_3_1_7_--- FriendsRELATIONSHIPTODECEDENTDATEDEPOSITORINVESTMENr~T--------------- WAS ESTABLISHED 10-21-33 .,/ BALANCE,INCLUDING IN::;T~E::-RE:::S=T~-------------- DUE,AT DATE OF DEATH $--:.$_3_2.:...,5_2_1_0":,,,"48_-::-----:_ I ~.~~(),7t P_it--.~::::-s;;~""'Na'_t"lli'__0...Anl}...al...J._BJ_an_k_- .n..r...'L.,..~~"~.'.~!'~/:/f..·~(j..1 r:fJiO~""~_.17'7-'::>':J.I (Signature Asst"Vice pretrrLE .',--/)"io / Deoember 26~1969*.. 1;,, ..'<f'<>-'-'.-~'.. R CC-43 (5-65) COMMONW~.~~l1t~OF PENNSYLVAN.IADEP~~ti F REVENUE'·JUNT~ll4i\~~'M~~. Ufe 29 3 00 PH '69 TITLE 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 !~,lfATIOlfAt !lAN!Ii TltUST ccmANr ADDRESS "t t..n:o~Oft......,.t'mn .. ACCOUNT NO.OF JOINT,:&:-=c:n::ni:uu o:nlES'f CtmoNSBtmG,PA.15311 ~~~~;g~~NcVcE~J~~NT DEPOSIT Passbook $Svings Mount I 66;9, OR INVESTMENT Wasil)'Macheyka 01':Alma Kil1tSh----------.,---'--- DECEASED JOINT DEP02S,""O'f.Sl::·:::.:.'.:!::ns:~' TRUSTEE OR INVESTOR ---.~Hel!:·~'.""-H·-I!tte~hlfr''iri-t'ft-----bo-..:::;~------- ADDRESS~!~M~..~·fittMdShalk·1!rIbfger.tt:lSt....rO';:;:e-:;et~.1""""'~C8...nO:o:=-n8:;;1bir=g::;-;::-·""ftPa-.'·Tl':JIr.3Wl"'11i7.--------- DATE OF DEATH SURVIVING DEPOSI1(m~r 1'_1969 BENEFICIARY OR INVESTOR ~Mme~'.Mt:-l'EKt[ulH-'+1sliJtoh...------------- ADDRESS ---']MR--tfIoI~nrlI""""C!*'~"'=*'"-___y,===~"'ft::____;_==_-----2a8 f::fcShane Bti'!eet CanonsbUrg,pa.1'317 RELATIONSHIP TO DECEDENT---il'ron:omit--._ DATE DEPOSIT OR INVE~STM.N Pt1end ;1 .IJWASESTABLISHED~~R6t J!H--4~1V3 .. BALANCE,INCLUDING IN T DUE,AT DATE OF DEATH $---"l14~~~...----=----------'~337,,13.r3 grf\.05!'t D.~a9·.188 s:.5 ~.9313..../3--70 ~ -\ RCC-134 (8-65) CO'MMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE •BUREALJ OF COUNTY COLLECTIONS INHERITANCE TAX DiV')g,ON OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU~BJECT TO ADMINISTRATION __iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii!oiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii=iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiJ OANONSBURG,PENNSYLVANIA 15311 TO:_,..J;MR:uuS.A.<.l..-.AlAwNNUoUlIA........a.K.IoI..UL...IoIo,JSIol.lHLL.-_ 208 McSHANE STREET Date:.I.baIT 7.]970 County WASHINGTON County File No.J5'-'/.,9 -L . Bureau File No.t3-2tf.-:J(f We have received notice that,_XIY~XDXXJ\XXI'X'Clx)C,xx'lXX on Dec.12 19-69,you came into ownership of certain property through aLobt:...xau,jw.~ ~~~.~transfer from WASIL MACHEYKE.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 prope;ty on which tax is hereby ass.essed consists of:Jt.savl.Aceta,(1)1399 and 166-95 held in the (1)PITTSBURGH NATIONAL BANK and W in the MELLON NATIONAL BANK, CANONSBURG OFFICES,CANONSBURG,PI••ill the names of WASIL MACHEYKE or MRS. ANNA KULISH.Opened (1)10-21-33 and (2)7-24-69.Balance as of date of death.(1)$32.52].48 and (2)$~3~3~.7~2~3~.~9~3 --___ AMENDED ASSESSMENT fZY6E-'~ <7,497.70I AMOUNT OF TAX DUE DATE OF ASSESSMENT"of TAXABLE AMOUNT III LESS:ALLOWED DEBTS NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death,at $66,245.41 50-100 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT 32;521.48 16.260.74 -------- 3-3,723.93"It:f(("lf t $4'.984.6?35./.?,;?70 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before March 12 19 70 you may deduct a discount of 5%Of the amount of tax due,or', ;<#~2. .114.88 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 abo.ve date additional interest is due at the rate of 6%per annum until paid . ,TOTAL AMOUNT DUE $I?.4'7,10 $================- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ,', APPRAISED BY:...!loooI~'-4~~~~~':;:::.=- Make checks or money orders payable to: ~~/I AJ.,t~ AGENT FOR THE CO!~jfiJUNWEAUtt COURT HOUSE WASHINGTON,,PENNA.15301 To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: {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 person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Offi~ial 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 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 Name of ~ee I Description of Obligation Amount Paid .,....../A..J 11:""/'.x::7_£IP.~n X./o?'?'~6 C{Y'....,.u;>J.-!Id J1~~.;. ~0_II ~LJf.A:1 1/.4-.A'~/J /70",·'~ (J /?.IAl 0 d A:...A,V r>-.Y...%'/¢o~~ 1/17 Cf/v TOTAL $/3~(-5 CJ (attach separate sheet if requ ired) ())~~~. Signature of Taxpayer SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. COMMONWEALTH ~PENNSYLVANIA) SS: COUNTY Of ') I,U'-co.............,L ~hereby cer 'fy that the funeral expenses and other debts of the decedent,_~..e::~~<#L!:L!:l~..,L~~==:""-_ was legally responsible and which I did payout of the propert best of my knowledge and belief,these same debts will not b tax purposes. 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 •.D,E~ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDEN~INHERITANCE TAX 4 APPRAISEMENT DATE...J!.~J.'...~7..7..!!.~..7.9._! COUNTY W.A.~.H.!.NQ.T.Qlt : FILE NO §.;3...:::.7..Q.:::..~.QJ>.. Whereas,W.A.~.X~MAC.J:fE.~IK.E.;late of CANQN.S.BURG.. in the County of WA.§!'n.NQr..9.N Commonwealth of Pennsylvania,having died on the ~..~.~.J:1:day of p..~.~.~.~:t?~.:r.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.E.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 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. T'T'lnnn PRR.~• Description of Allet Unit Values $ Appraisement Made for Inheritance Tax Purpose. Jt.Bank Accts.#399 Savine:s held in the PITTSIURGH NAll0NAI RANK r.A 1\I111\1....l-tlmr.lllni :11 r.A 1\1 II\I......·HTR~PA , Acct.#66-95 held in the MELLON NATIONAL BANK.CANONSBURC OFFICI CANONSBURG,PA.,in the names of WASILY MACHEYKA (aka WJSYL) or MRS.ANNA KULISH.Opened 10-21-33.Balance as of (ate of death.(1)32.521.48 and (2)33 723 q3 Total $66,245.41 One-half taxable 33.12 70 GROSS VALUE D &'D Clear Value JJ:J $33,723.93 1.361.50 31.761.20 form~;V::fhb~:::~:,wnrn·:t~2·~.~o~~~:~c~=~~>~~~;;~~n!:";: V Appre r....·······..···..···..)7···············..·····..·;;b~~·..~d··.."2/'.. ................~......J...-..'A:~,Penna.7~' L..._ ...........WASJ-rI:NGJ'QN ... ~) -'J County-, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WASyL MA.CHEyKE . Deceased. Late of CANONSBURG Date of Death,Dec.•...·l·2.,···1.9·69····.· Appraisemel!t Docket Vol.,3.8 .. Page,No..§}..':.7..9..~.:?.Q.§.. Filed in Register's Office,........?:.~.?..:...19...7.2 Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal t1'om Appraisement,. Entered and charged,. ~., , f'