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HomeMy WebLinkAboutOC1970-0709 - ESTATE OF MATSKO!• .-.,;~.~."~ COMMONWEALTM·OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG' NOTE:TO BE SUBMITTED IN 'TRIPLICATE .·f"...' .;.. '-,'.. Pennsylvania Department of Revenue ...:: Bureau of CoiJnty Collections 26 S.4th Street ..Harrishurg,Pennsylvania ...,..........,'.. ".. Dear Sir: '1 • " Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:. NAME OF REPORTING .'..._ FINANCIAL INSTITUTIONkt'a~.'loua1·.*... ADDRESS ",-.••.,101)4''S\ftIl...'aW~h.':,J ACCOUNT NO.OF JOINT,'OhlokUa ~....'1'4«>.'.aa?108 TRUST OR INVESTMENT DEPOSIT ......:••"tiRo.'OO~,·11-, NAMES ON ACCOUNT .... OR INVESTMENT ..$1-',ItlMko"O~,.~_leD'.:.. ~.., DECEASED JOINT DEPOSITOR,",~,< TRUSTEE OR INVESTOR __''AI'.lMIU·UZarlli;..·...!l-Bt~bWi·koliL··.__..,..-~::,.,......---.-__--- ADDRESS ..''''800....8'"••·Wilonda'"1"'1' .DATE OF DEATH _,;;.,;;··..;;;;.;~..;...,__18....,:.r;.;..1.:;;.:97G;...~_.'_.----'.,...--,.,.--,---------_--___ SURVIVING'DEPOSITOR,'.'..""'._"..'.' BENEFICIARY OR INVESTOR _SIul..,..,_,...._.._~_')'-_,,_'IkO-._...._,;__--:..,..-:..,..~_----- RELATIONSHIP TO DECEDENT $Ql\,""'::. -~ DATE DEPOSIT OR INVESTMENT ~A"_'IO""#;~\~,15,-"'91O ...,, _, WAS ESTABLISHED --iiJ -'ceo••No.001.196,~--='• BALANCE,INCLUDING INTEREST e~.~IUi)f:Omlt N:.-"-60i IalQce 1.1tS9 20,/ DUE,AT DATE OF DEATH $,,'.'"-t· ~./"I ;/ff ~-~/-q.~7,,1f.f~, J.3-..5o~. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IN A CE TAX DIVISION WASHINGTON,PENNSYLVANIA 15301 July 20,1910 SAMUEL MATSKO . 234 SECOND STREET· CALIFORNIA.PENNSYLVANIA Dear Mr.Mat.koi I have recei.ed your paym$l\t today Olt the E.tate of PETER MATSKO,in the atnOuntot $110.91. 1"ha'Veentl~8tda bi.ll tor $36~'41t the altloqat stl11 due on theEstate.', Itseemstbat I made a mistakeoa the bill ~en f~returned it to youaft~rtakil1l.your d6duetiou$..lam veryssorry tor any inconvenieace tha~I may have caused you, ••IV to Thattking ·your£or anyeonsideratlon 1C>UmAY ·"i"e'this matter,I remain.. Enc:2 MARY JANE RUSSO INHERITANCE TAX CLERK ... COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RCC-134 (1-69)'......J OFFICIAL NOTICE OF·1NHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_--=S=A~MU=E=L~M=AT=-:S=K~O:....-_ 234 SECOND STREET CALIFORNIA,PENNSYLVANIA 15419 Date:----:.-Ju..:..:::1=..!y!........:9:....l,~1:..::9...:..7.,:.0 _ Coun ty ,,;,,,,,:,vA:..-S.:.,:H.:.:I::.N:..::G-=.T.,:.ON:..:..-_ County Fi Ie No._-..L.7_~-..L.q_·.,,_I_~_7_(J__ Bureau File No._ We have received notice that,~7,L)3.1- on June 18 19 70,you came into ownership of certain property through . transfer from PETER ~~TSKO,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 Accts.(1)Checking Acct. #A 227608 and (2)Sav.~cct.#0018710 held in the PITTSBURGH NATIONAl.BAl\TK , CALIFORNIA OFFICE ,CALIFORNIA ,PA.,in the names of PETER MATSKO or SAMUEl, gATSKO.Balance as of date ~f death,0)$J,489.20 and (2)$3,010 00, Opened (1)5-15-70 and (2)1]-28-69 aooraised by the Commonwealth,as of the date of death,at $__----:4:...J,~4:..:9:..:9:..:.:..:2~0:...-_ 1 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLEAMOUNT 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 decedent,or on or before Sept.18 19·70you may deduct a discount of 5%of the amount of tax due,or 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 $4,499.20---~---- 269.95 __- --13.-5-0-- j /S3.:2/ 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 TOTAL AMOUNT DUE $ APPRAISED BY:--~:.=A~~~~+=----- Make checks or money orders payable to: 269.95 (Agent for the .CommonWi:!gJth)__ To insure proper credit to your ,account th,s Official Notice must accompany your payment.Mailor bring it'to: If you have already paid this tax to an executor,administrator,attorney or other persona,1 'r~presentative 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 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,wiH 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 e'xecutor,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 ~-2.s--]1)IV 1.1-'.-hVlo 'FGlI\,..,,)J..b....l-u!A 'v~V ~~~f.eJ'I "3 3'f;0<.> "1-'1-70 (\-.J.i'l/~'I)')f.l"'ft"'l~L.,~"",b(Hn\.A "S;:1 ':J .&:1- "].t.-70 1~~\'''\.V''''1~..n-rM ~\le.~..J 1~'1()GJ.~\~~cb.L ~y~e;hP-- 1 ...Q,-7o ft"-<,':)o..5'...v~V'(t"f l-,~L"f h Ge...IOJ?"t!t>u PI ~--Cd«..'""rw €I'~4 f IO~ l.-f -If 1 'or; ,-.'..-.,..._... >e_ ~~f ~-n I ...~._.....1" ,....t\1111 "...MI.'I")"/u iJUL.:,U I I,n.,.. ...._'0'"''•~'K l:\U'::'Vl.LI..'\i-\i\lllV 17LfS'In~rU-:Clc,TFR Of WILLS TOTAL $ Signature of Taxpayer /,.,d 5 'DAY OF SS: SWORN ~SUBSCRIBED BEFORE ME THISvly19'70 . I.l (attac'vf~8'W~F\;w~tdb~~Rw!ed) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of Warl f'iJ1.... I,~·a;\t""v~~ts ko hereby c~tify that the foregoij?is a just and true statement of funeral expenses and other debts of the decedent,\P.1=<",M ..1:.£l),for wh ich 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. PHYlll ..S ,0 ary {I Ie Car nia,Washington Co.,Pa. y Commission Expires I,the undt~~fghJl1a~h 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 $" Date of Approval:_ Register of Wills Fonn RCC-2 COMMONWEA~'J.'1I0E PENNSYLVANIA DATE JULY 22 1970.............................................."......................................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..........w:~.$b..i..D.gt..Q.n .................BUREI1U OF COUNTY COLLECTIONS COUNTY ................... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............?..~.:..?.9..:..?..9...~........................................ Whereas,.......................P.e.t.er.....Ma.t.sko............................................................................late of ...............................Gali.f.o.rnia...................................... in the County of ...................Jy.9.:.~.h:!P.:g,~..Q.P.-.+.......................................................................Commonwealth of Pennsylvania,having died on the ................................lB......t..h...........................................day of ..........................J..~.D:~....................................19...7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.........................,J.v..•.R.........Chane.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. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoaes $ JT.HELD: Jt".Bank Accts .•(1)Checking Acct.fJ 4 227608 and (2)Save Acct.#0018710 held in the PITTSBURGH NATIONAL BANK.CALIFORNIA OFFICE. CALIFORNIA.PENNSYLVANIA.in the names of PETER MATSKO or SAMUEl MATSKO.Balance a~of date nf'rI p~.,..1-1 (1 )1 489.20 and (2)$3.010.00 4 499 20, " , Total 4.499 20 . Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ...............................................................day of ...............................................................................................................................................19 .............. ...............................................................................................................................................,................ Appraiser .........,.,......................................,.,......................"...,......"...."."............................................................(Number and Stroot) .,.,.,.,........................."........,......,.............,.......",......,..,...............................,...................,Penna.(PORt Offico) ·..WASHINGTON .....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..PETER ..HAT.SI\Q .... Deceased. Late of CALIFORNIA,. Date of Death,June l.8.,19..7.Q . Appraisemei!t Docket Vol.,. f Page,................................No 6..3.~.7.0.~7.Q.9.. Filed in Register's Office,J.uly ..2.2 19.7.0.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abDout Appra.isement, Appeal fyom Appraisement,. Entered and charged,. .,..II I •I • t. ~ IN THE COURT OF COMMON PLEAS ORPHANS'COURT DIV. 1.' NO. IN RE: ESTATE OF PETER MATSKO, DECEASED. PETITION FOR SETTLEMENT OF SMALL ESTATE -... <::::tJ -...!-n ;b>n,:::O f"'"J cn0C""";-0;if; t::::Jrrl l"- Z -l (/):-) ~.~r:l rTl r-..l fT'i -l -~r-ei).....,,'-' .:=) t ZO U -n'-n 1 ':"'"0 ... o ~:.:::::c-.,........ ~r-::;:U"I r-""-l>cnO c:::i '" ~t\l~ ~ ~ ~1~~~';j~l]~¥\JCDa..~ TRONO,CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington,Pennsylvania 1530 I t ;;;.,~-01 1 \/\I~,;::::>..... •i ~;~~ .~ ~u_48 ...--::::::'~ ·. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IJ.~RE; ESTATE OF PETER ~~TSKO DECEASED. '7()r ~/r?O PELITLQN :t9R J?ETTLE;MEN';i,'. OF .e.~b)-:,..E S1~~:I:.:E;. TO THE HONORABLE THE PRESIDENT JUDGE OF THE SAID COURT: The Petition of SAMUEL MATSKO and MADELINE GELOTTI respect- fully represents;' 1.That Peter Matsko died testate on June 18,1970,2~t the Brownsville General Hospital,Brownsville,Pennsylvania,and he was residing at 234 Second Street,California Borough,Wash- ington County,Pennsylvania,at the time of his death. 2.That the si:l.id Peter Matsko,by the provisions of his Last Will and Testament,the original of Which is hereto a.ttached, devised and bequeathed all of his estate to his son,Sil,.MUEL MATSKO,your petitioner. 3.Tha.t your petitioner,Samuel Matsko,is a resident of Washington County.Pennsylvani~,and he resid~s ~t 234 Second street,California Borough,Washington County.Pennsylvania. 4.That your petitioner,Madeline Gelotti,is a residen of Westmoreland County,Pennsylvania,and she resides at 643 Graham Avenue.Belle Vernon,Pennsylvania. 5.That no Letters Testamentary have been granted in the Estate of Peter Ma-tsko,Deceased,and there i-8 no contemplatio 'f 1'. of haying any Letters Testamentary gra nted i::1 said Estate. 6.That the above decedent l~ft an estate consisting of $583.15,dU~.to the sZl.td decedent for Black Lung payments. \.,'., " 7.That the sa1d Peter Mat sko was survived by his Wife,Effie Matsko,Who was 3.pa.tient at Torrance state Hospital, -! she having heEH).3.patient in said hospital for approXimately a yea.r prior to the death of Peter .Matsko up to and including the time of her death on November 27,1971. 8.That the said Effie Matsko died 1ntestate and Samuel Matsko a:;ld Made1L'le Gelotti were appointed Administrators of her Estate by the Register of Wills of Washington County, Penns ylvania,on December 13,1971.They are now due to qualify and ha~e been acting as such Administrators. 9.That yOUl"petitioner,samuel Matsko,as 8019 heir under the Wi 11 of Peter Mat sko,Decea sed,hereby regue at s that the said sum of $583.15 be awa'rded to the Estate of Effie Matslw, n$cea.sed j for and on account of the family exemption to which she would have been entitled had she been able to make such an election dUl"ing her lifetime. 10.There are no outstanding claims against the Estate of Peter Matsko,Deceased.as all 'bills,.includ:lng the funeral b iII,ha ve bee J1 pei.i d.That there may have been a claim against the Estate of Peter Matsko by Torrance state Hospital for the care and maintenance of Effie Matsko,nO\11 de.~eased.but such claim,When receiv,ed,11{ill be paid out of the assets,of the Estate of Effie Matsko;Deceased. ..#"..' WHEREFORE,your ~~titioners,request your Honorable Court to authorize and direct the Social Security Administra.tion to pay ~he sum of $533.15 to you:r .petitional's,Samuel Matsko and Madeline Gelotti,as Adminis"crators of the Estatoe of Effie Matsko, Deceased~£01'and on account of her family exemption. And ,he wille>Ter pl'tiLy ,etc. I }' ,~~_.._-,- ,Samuel Matsko, Madeline Gelotti PATRONO,CEISLER,EDWARDS AND PETTIT --------------..----------------------------.c--- ...·u COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF I,SAMUEL MAT SKO,Pet i t ioner;be ing dul y sworn aC.COl;'d.... ing to law,depose andsa.y that the facts set forth in the fore- going Petition Which are Within the personal knowledge of the deponent are true;and,as to the fa.cts o;:\.sed on information and belief,the deponent,after deligent inquiry,beli~es them to be true. ~-~._---- samuel Matsko Sworn to and SUbscribed hefore me.this dZ.ti.da y of ~~;1972. ~~.~//-ndJ.t_ _.~h.._,..~..__.__-_ ."""..ot'ary Publ ic . ' "\,'.P!:fYLlIS L KON'EK,Notary P'llblia ':.California,Washington Co.,Pal ,My Commission Expires My Comfu.:isston Exp:l.res l J.anuary 29,1975 ---------:-<----- •'"IJ ,, ~,. , t COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF I,M..l\.DELINE GELOTTI,Petitioner,being duiysworn • according to law,d&poSe and s~y that the facts set forth in the foreg0il1g Petition '1t11ic11 are within the personal knovl1edge of the deponent a.re true j and,as to the facts based on information and belief,the deponent,aft~r deligent inquiry;b.li~eS them to be true. 922'~.~"1'-' .--,----~--'._._'-~-- Ma.de1ine Gelotti Sworn to and Subscribed '0e fore me.thts ~da y Of~~'1972. ".., ._~.2g?~"UdL~~Y Public .-,~C'Y~l'S.L KO'i~'EK,Notaq'P'ublic allforRla,Washington Co PMyC ".,II,..ommISSIOn Expires January 29,1975 My Commission Expires: ." ,, •I' ,. ·,t' LAST WILL AND TESTAMENT I,PETER MATSKO,of California Borough,Washington County,Pennsylvania Post Office address 234 Second Street, california,Pennsylvania,being of sound mind and memory,do hereby make,publish and declare this to be my Last Will and l," Testament,in manner and form following,hereby revoking any Will or Wills heretofore made by me. FIRST:I direct that all my just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after my decease. ,. SECOND:A~l the rest,residue and remainder of my estate,of Whatsoever type or nature,real,personal or mixed, and wheresoever situate,I give,devise and bequeath to my son, SAMUEL MATSKO,to be his solely and absolutely. THIRD:I do hereby nominate,constitute and appoint hereunto set my son,SAMUEL MATSKO,to be Executor of this my Last Will and Testament, IN WITNESS WHEREOF,I,the said PETER MATSKO,have my hand and seal to this my Last Will and Testament on this the_-la,L."-C_)~_··_day Of~,1970. PeterMa t sko ., Signed,sealed,pUblished and declared by PETER MATSKO, the Testator above named,as and for his Last Will and Testament, in our presence,who,in his presence,at his request,and in the ,presence of each other,have hereunto subscribed our names as attesting witnesses. "I -.- -I• ..... .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN REI ESTATE OJ!'PETER MATSKO, DECEASED. AND NOW,th.is .-..1..1...~ay of within Petition haYiug been presented it-is ordered to be filed, a nd upon consldera t ion of the sa i d Pet ition a nd upon mot ion of JOHN Vi.EDWARDS,JR.,ESQ.,Attorney for Petitioners,IT IS HEREBY ORDERED AND DECREED,that the Social Security Administration is authorized and directed to pay the Black Lung benefits in the sum of $583.15~due and owing to Peter Matsko,noV!deceased,to Samuel Matsko and Madeline Gelotti,Administrators of the Estate of Effie Matsko,Deceased,for and on account of her fami-loy exemption and further in accordance With the statutes and laws 'of the Common- wealth of Pennsylvania authoriZing the settlement of sma.ll estates l the said Petiti~ners to account for said Black Lung payments in the Estate of Effie Matsko,Deceased. /h /l....~~ --~A.t:1t~y~...1- ~O~ R C C-43 (5-65) i'< '-'"'\l COMMONWEALTH iOf P~~NSYL VAN IA .DEPARTMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Penn!~ylvania Department of Revenue Bureau of 'County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance an~Estate Tax Act of 1961, we herewithsubmit the following report: ,.l..,:.'«i'•• .NAME OF REPORTING .'.'..''..'.FINANCIAL INSTITUTION .P1tt$bVgb Na'~()M1 lank,. . . . .I . . , ApDRESS S.e~()nd liUld WQ()4,Stt'tets.CaJ.:1fQ7'nta Pa 15419 ACCOUNT NO.OF JOINT,.·8·........._·.M·.,Milh_TRUST OR INVESTMENT DEPOSIT....,.-.&_,v__._g_s_._".<t_"....,..~_.'-..:"~....,;.'Tln_.:--_- NAMES ON ACCOUNT ''...,'"i OR INVESTMENT Pet.~Ht1t$kO Or WU1.Uuri MatskO IX-. DECEASED JOINT DEPOSITOR,..../' TRUSTEE OR INVESTOR_h......·..,..'-..:e:r_,._Ma_t ¢O_·._V_.,...,...,..._------- ADDRESS 1I'"S.....11 S~reet .CUU'.~~lS41~.Po .DATE OF DEATH'·1.-.18,19'10:-:-:::::-:----"'.....;;..;-'---:--------------SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _W,.;;.;.i::;,;;;l:;,;;;lj::::a=iD:...:){a:.=;.•:..:;t6:::;.ko::'··....:1%::::!i.'.:-:'__-"-'------ ADDR~SS Z_Secdl2.4;StreetCaUf'otnia fa 1S41t RELATIONSHIP TO DECEDENT~G!!:!raa!!!!'!2diso1t!!!!..P!!.!--_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~!l 2J,191O J BALANCE,INCLUDING INTEREST...' DUE,AT DATE OF,DEATH $__I_l-"-,3J_·OO_.'......'OO....;.'_'__~--'__ ;1 ()(J.If)_.__--L...--~/ t(.~,t It .2.,ffcJA ./61-lf~70 c:7 I TO:_--:W::-::I-::-Lt--:I=A:-::-M'::"7MA~T-=SK~O=,I~I..-_--,~ 234 SECOND STREET .CALIFORNIA.PENNSYLVANIA ,.~. OFFICIAL\NOTIC<i:.OF INHERITANCE'TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:_'--_---""J-Z!ullOe·.,..J_91lL.........l....9...?UIIIO'--__ WASHINGTONCounty _ CountyFiIe No.",~Z""~'-----j)=_.,~Z_,""9-_ Bureau File No.~3'-,26 -2c::;? ,15419 RCC-134 (1-69)......,-:"- COMMONWEAL:TH OF PE,NNSYLVANIA DEPARTMENT OF REVENUE ..BUREJ,U OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have received 'notice thl;lt,._.',.-,". on Jut lS.'19---Z~ou came into ownership of certain property through _transfer from ,'ETER MATSKO,Deeeased. Under'the Inheritance and Estate Tax Laws of the ,Commonweal th of Pennsy Ivan ia such transfers are taxable and,the liability f~r'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.10019377 held iD the IITTSBURCH NATIONAL,BANK.'.CAtXFORNIAOFFICE.,CALIFORNIA.fA",'i .tbe umes of ,~'PiTER :MATSKO'or WILJ,IAM MArSICO 'I.Opened '3-23...'£".,Baladee as 01 date"of,death,$1,100.00 '' .......-...._.....1 _._.0..•.• appraised b'y the Comrnonwe'alth,as of the date of death,at $,1,100.00 ,100%of this amount'is taxable at the rate of .6% ORIGINA~ASSESSMENT D'ATE'OF'ASSESSMENT TAXABLE AMOUNT LESS:'ALLOWED DEBTS: NET TAXABLE'AMOUNT $__1-"-'.1_0_0..;....0-"0'--_ AMENDED ASSESSMENT $:-.'-------- AMOUNT OF TAX DUE', -o If you pay the above amount within three (3)months' of the date 0Sd~oth 0l~e deced~Pit,or on or before 'ept.,19'.7,Vyou 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 d~ath and,in addition to the tax,statutory interest'at the rate of 6%of the tax per annum is dlso due as of *__~__ 19__in the amount of ASSESSED BY:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE ._~ APPRAI SED BY:-4oo~--;flI"-""=~i=-~+--~ $$================ (Agent for the Commonwealth) Make checks or money orders payable to:To insure proper credit to your account th,s Official Notice must accompany your payment.Mai I or bring it to: 2e--;1;10 f .s-s-S'.,2 9J~f~s-~/6 -<9~76 AGENT FOR THE CO~IMONWEALTH COUnT'HOUSE WASHINGTON,PENNA.16301 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 pers6n 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 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 furni sh 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 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_. 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 that I have allowed deductions listed above in the fotal amount of $• Date of Approval:.....----- Register of Wills Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS...'- HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~~~~~?~~.??.g............... . COUNTY ~~.~.?~?~.?..~. FILE NO ~~.=??=.??.?.... Whereas,~~~.~r.:~~.~.~.~.?late of Q~.~f.?!'.~.~a.:. in the County of ~a.:.~~.~g~S?.~Commonwealth of Pennsylvania,having died on the ~~~?day of ~~~19..7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~.~q~.a.:~~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 ft." 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. JT.HELD: Description of Asset Jt.Savinf';s Account #0019'377 held in the PITTSBURGH NATIONAL BA.NK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANIA. In the names of PETERNATSKO or 1tITLLIAH ~1ATSKO II.Opened, Unit Values $ Appraisement Made for In herltanceTaxPurpoaes March 23,1970••Balance as of dtae of death,1.100 00 --------------------+-----tt----+--I I -------------------------------------+----tlr-----+---~ ! Total 1,100 00 1-------------.:.---------------------------1-------jIt------+--I ·WASHI.NGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETER MATSKO Deceased. Late of CALIFCRNIA Date of Death June 18,1970J•••••••••••••••••••••••••••••••••••••••••••••.•• Appraisemei!t Docket Vol 38'I . Page,87-9 H 63-70-709..............................................HO•................................................ ••I I _ • Filed in Register's Office,:f\..1J...@f:)~2.L_.19.7.Q.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote aballt Appraisement, Appeal f1'om Appraisement,. Entered and cluJrged,. .\ • .. ;~ .". RCC-43 (5-65) COMMONWEALTti .oF PENNSYlVANIA DEPARTMENT OF REVENUE HARRISBURG j NOTE:TO BE SUBMITTED IN TRIPLICATE '..:, 'Pennsylvania Department of R~venue Bureau of County Collections 26 S:4th Street , Harrisburg,Pennsylvania: Dear Sir: (I {" ,Pursuant to Se'ction <742,Pennsylvania Inheritance and Estate Tax Act of 1961, .we herewith submit the following report: .' NAME OF REPORTiNG ; FINANCIAL.INSTITUJ:ION .t!t;t:$1:l1W$i NaUonal .... ADDRESS'S~O"dimd WOod St..eettlJta11toridaPa ..15419·'\ ACCOUNT NO.OF JOINT,. ', TRUST OR INVESTME'NT'DEPOSIT,~lerttlftoate of'hllOfd.t t«o ..."ay NAMES ON ACCOUNT'',--"---~--,-, OR INVESTMENT '''~ter MatskO .~"'NadeUtltGelot't I,' DECEASED JOINt:Dl;POS~;OR,~,.}'.,.'";.''.,I'.,5'0. TRUSTEE OR INVESTOR'.''tt.e...t_.'/CtJ,-~--,-,-.,..,-~-.,.J.r.......::..-...;.....------<' ADDRESS.!"S$OOnd $,'~lrol"nia:Pai,41.-9 .'~.~ ".'.,".'",,',dJM~'...',DATE OF DEAtH',:.,l'Un..3.S.19?O ~.:..'' SURV.IVING DEPOSITOR," BENEFICIARY OR'INVESTOR .-Haft=··.·='=lli='=4..;;:G=·e=lo='t=ti=-·:.......0.-__,_-...;......,..--....:...------ TITLE .', ~•.'.''.• • •,,• •,.1 ADDRESS ,'64),~t'''s~.8eU~'efftO~,...i.,o1.2 . RELATIONSHIP TO DECEDENT.~D"".l!oa,l:a;lEilgb'Jolo·t~"r,....·_..-__-------- '"DATE DEPOSIT OR INVESTMENT'\.. . WAS ESTABLISHED NOUmber _,:1. BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $--::;I=l=,COO=·.·..=••=·OO=-,~---,.t...-_....."..:::::;:;;;;:~__ i to-iJ #t '%j I,(JOCJ,~(,0,fH) .)~rJfl~'."--'.3,~ 15012 OFFICIAL ~OTJC~OF IN"HERI~NCE TAX APPRAISEMENT'AI'tD ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION __B_E~LE VERNON,PENNSYLVANIA· TO:-=MA=D=E=L=INE=-..=.::GE=t~OT.::..:T=-=I=---_ 643 GRAHAM STREET Date:_-.:J:...::ul=::·:lot:y-=-~'2=-.tz-'-=1:.::9~1..=.O _ County 'W;_a.....:a~,b.....:i:::n::.llgi!.:t~,o::.=n=--_ County File No.e-?£JZ·9 Bureau File No.d:;t.et:tt:3~lo ~!1 'We h",:,'~,n~reiv~d notice,th~t,~Di~uxxxxmmxxxxxxx.mxxxxxXXXXXmXXXX1.J: on J\Ul~.18 1970 ,you came into ownership of certain property through"...',"..• tranllfer ,tront.;PETER MATSKO,deeea'sed .. RCC-134 (8-65' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE •BURE"U OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION CALIFORNIA','PENNSytVA~lA.In'the'name:,.of PETER MATSKOQt'MADELl.NE GELOTT!. Opened',11....28~69..Balance as o,fda,te;Of death.$1,000.00. appraised by the Commonwealth,as of the date of death,at $1,000.00 100 %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 $_1.:.:...···t!:-O.:.:...O-=..O.:.:....O:...,:O__$-------- AMOUNT OF TAX DUE 60.00 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Sept..If)19 70 you may deduct a discount of 5%of the amount of tax due,or 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 dueas of *_ 19 in the amount of ASSESSEO 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 . APPR AI SED BY:~::::::.....,;~_=.=::::=-...:-_+-_ $60.00 'f $=============== INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to:. f~:.....:...1 ,u T,-iE,:OMMUNWEALfri COURT HOUSE WASHINGTON,PENNA.1530J If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwardin~to t~e.Co~monwealt~lisf,,~elow th~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 Official Title Amount Paid SS: 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 handl ing the admin istration 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 requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ 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 Taxp~yer I,the undersigned,duly elected Register of Wills in a~d for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $--------0 Date of Approval:_,,_ Register of Wills Fonn RCC-2 DEPARTMENT OF REVENUE hUREA'v OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 ...{,., COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A~.~.~.~?'"~.??.g . COUNTY ~~.~.~.~.~.??:. FILE NO•...............??=.?~??..~.. Whereas,P.e.t.e.r:Hat.sko late of 9..?:.~:!:!.~.!:r.1.~~. in the County of W9.-.9.h.;hD:Kt..9D:Commonwealth of Pennsylvania,having died on the :L.$t..h day of ~~~19....7~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~~.~?.~~.!.,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 I Descrlplion of Asset Made for Inheritance iValuesTaxPurPOle, $ JT.HELD: Jt.Savings Certificate of Deposit,held in the PITTSBURGH I NATIONAL BANK,CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANOA.I IN THENAlIfES OF PETER MATSKO or HADELINE G.EJ..OTTI.Opened, Novemeber 28.1969.Balance as of date of ceath,1,000 00 ! Total 1,000 00 Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this day of 19 . A.ppraiser (Number and Street) .....................................................................................................................................,Penna. (Post Olllee) ~_.----------------------------------- WASHINJ·TON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETER HATSKO Deceased. Late of CALIFORNIA Date of Death,.....J.1lIl~....1.~.'...1?7? Appraisemcl!t Docket Vol.38,. Page,JIJ.-::.9 No.63-70-709................................................ Filed in Register's Office,..A-yg~~.t...5..,19 .7Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged, t , r