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Home My WebLink AboutOC1970-0407 - ESTATE OF MCLOSKEYCOMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bl.Jof~EAU 01=COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL N.DTlCE...OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT r.~ADMINISTRATION Date:_---.,;Apr1"-,_,_1_9~I_l_97_0 _ County __W:_a_s_h_m--..:g=.t_Q_n_'_ N.C,'HARLEROI;PENNSYLVANIA TO:__t-=tt=u~=I......:K=I=CH=IN=KO~_ 718 CENTER AVf..NUE County File No.~--~-- Bureau File No.t ~-70 .-~'7 ~e'have received notice that ~)~~~~:~~~ on 'l'wch 2"19 70:you came into ownership of certain property through~W~~~;~~K-l~y.u:r~hQD(XX mID1Q¥.m!ilt}t7.<iiW:lmttliVJtIi1Oa€t.UaKK.X t):'anst~fronl1 JOHN p~MeLOSimY,d~~s~. 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,os transferee. • The property on which tax is hereby assessed consists of:Jt'f Bank AoCount.II 64-ZL015.held in the MELLON NATIONAL BANK &.TRWT COl1PANY,CHARLEROI OFFICE.;CHARLE,..OI,PENNSYLVArUA,.in the names of JOHN p~HeClOOKEY or UARY KICHmKOif Opened 6-18...69..Balance as of:date of AMENDED ASSESSMENT $__-=3....!.:13=----4:..:...3..::.-lt8....:..9__$--------- AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before June 2 19 70 you may deduct a discount of 5%of the amount of tax due,or 25.08 o 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 ASSESSED By:_ (Agent for the Commonwealth) *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 APPRAISED By:(lJ K ell.-;0 f. (Inheritance Tax Ap raiser) $501.!!.58 $-============= INSTRUCTIONS TO TAXPAYERS Make Ichecks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 1'...;'•.. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below t~e dote paid,name and addres$of the person to whom you made payment,their official title and the amount.,J-.-........{<•• 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 eharleroi-Monessen 10snital u __•r::l1 i '7.::1 r inn 7 t=;Q Lois Rnmi10 Clot:hp.~for f1 1 on ~n..,.I~nri 11 P r:.n1 neon aC1P 1\T".....~M,.,.u""...."",.,C I:t\ M~...1....."",""",r....1 ""......1......1,.~lJ'••__...,'0 -__-v.._....-~.L,vA?·XXre.,..lJ"__..,C'l.-r.-, r.::I·"--h~'i·;r r.;;;;:.P....;;;,..;";;~·!~c:.ln A np~;:~~,.,.S"•...1 ""....:...~,,.,1:"" MD'n~M~h~M M~....'0 '0 O'~f")~'~~ -"".'V'"' TOTAL $2,005.08 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE 'vashington ) I,Mary Kichinko hereby certify thtt th pforff-l0~l:1g is a just and true statement of funeral expenses and other debts of the decedent,Jon.rc J.:oskey ,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_.~(~S~)__~}~~u.r~y~Atjchjnko Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report thet I have allowed deductions listed above in the total amount of $:_:'Q?'~.:~i",' Date of Approval:_ Register of Wills \, Fonn RCC-2 DEPARTMENT OF REVENUE BUREA.U 'OF ·~OUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITi\NCE TAX J • , APPRAISEMENT DATE u.Apr.il l.5,19..70 COUNTY ~~~.§.~.~.~~.~.9...~. FILE NO 63.~..7.O'.~.4.O'.7.u ••••••••••• JOHN P.McCLOSKEY CHARLEROIWhereas,late of .'''ASHINGTON . . .in the County of Commonwealth of PennsylvanIa,havmg dIed on 2nd March 70 .the day of u····.·.···.··u 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,·W.·•......R.·GHANEY.,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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ JT.HELD PERS.:- Jt..Rx»xx Bank Acct.held in the MELLON NATION \L BANK,#64-21015,in the names of JOHN P.}fcCLOSKEY or \fARY [ICHINKO.Opened 6-18-69 Balance as of date 0 f dea h, $3,343.89 Fully taxable 3,343 89 GROSS AMOUNT $3,343.89 D f,.D @,005.08 CLEAR 1,338.81 $1,338.81 x 15%=200.82 Less 5%10.04 190.78 Having been duly swo.rn according to law,I do hereby certifI that the above appraisement is made in con- formity with law on this .15......day of :pr.:i.l ~~~~....79 Appraieer ..,................ (lfumber and Street) .u'vA5;:l>lINGTON·····..··.....,Penna.(Poet Oftiee) ...1'IASIUNGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··J·OHN····P··~·····]\kCT;OSI\EYIJeceasea: Late of Date of Death, CHARLEROI···································· Harch 2,1970................................. Appraisemel!t Docket Vol.,~..~. Page,n..... .No..6..3.~..7'O.~.4.07 Filed in Register's OfJice,.4.~.1.5 19 .7.0 Amount of tax due,$. ! DEPARTMENT OF REVENUE Received, Examined and Approved,.n n •••••••••••••n n . Wrote abo.ut Appraisement,n n . Appeal j,.om Appraisement,n . .li., Entered and charged,. r -----------------------------------0; COMMONWEAiTH 'OF PENNSYLVANIA DEPARTMENT OF.-3EVENUE HARRISBURG j RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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:.'. /,,',·.i , DECEASED JOINT DEPOSITOR,.:7 TRUSTEE OR INVESTOR -_J....blllii~pl=1.~t_'Hl*C~·;.,lgjo8NH~OF~-~V-------- NAME OF REPORTING ttoUQl1 Na~1Qnt.\l ill\nk ·t\ftdT1*118t O~ FINANCIAL INSTITUTION Pieth ,StJ;toe$.~.FaUouftebl ;¢VODUtJ ' ADDRESS Charleroi,Pan 3$022'.,.,.'.'. ACCOUNT NO;OF JOINT, TRUST OR INVESTMENT DEPOSIT '!s-210l5·,,;!1 NAMES ON ACCOUNT .. OR INVESTMENT JOhn PL!!C1oek91or ~.X:~ ADDRESS '1011 Holem AVml11e"C)mrlero1,"ea~2$022' DATE OF DEATH -,MAro~·.:lhtL·.....2-11-·~....1:""9....70"'--_ SURVIVING DEPOSITOR, BEN EFICIARY OR INVESTOR .--:Harz=·=.II''t.-'=1t1th1nko='"='='=.11:.-----'_ .TITLE ADDRESS 718 Cen~or A'DnUtID 1mb CbArler!oi,'Pao 3$022 RELA TIONSHIP TO DECEDENT-::;S=1s.....tG=...=·l_n.::;oota_Jf --- ....DATE DEPOSIT OR INVESTMENT.../' .WAS ESTABLISHED -6.1B...6g ..- BALANCE,INCLUDING INTEREST . ..DU E,AT DATE'OF DEATH $_.___..----:$_3,.",D...34....3:o.lo6"1,ji·~'--_--:-___._ :J 3:O~1-r '/5/6 "10.-:ott/J-/~~