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Home My WebLink AboutOC1971-0686 - ESTATE OF BRICK/ . " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RC C·43 (4·69) April 21, 1971 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 Mellon National Bank and Truet Company ADDRESS 40 SotJth Main Street, Washington, Penn•ylvanta 15301 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT Pa•sbook Saving$ No. 61•3$6 NAMES ON ACCOUNT Michael Buri.ck or Matthew N. Lackovi.ch OR INVESTMENT __________________ _ DECEASED JOINT DEPOSITOR, Michael 8. I. ·. •c•· ( b? · • 5 TRUSTEEORINVESTOR __________ ~-'t~~-~-~--~-\~~~--~-~~- ~~g'tEJGNTY __ 1_184_· _rt_.n_.d_l...;:ay:.__S_t.:._.e_e_t,=--W-ae-::hi:--ng=-t-o_n.:..., _P_enn_· ._a.:..yl_v_an_._ia_1.5_3...:.0_l __ DATE OF DEATH 4/12/71 ------------------~~~~~--~ SURVIVING DEPOSITOR, I/ f"J.OI' :f.· .. ffA .. 55f- BENEFICIARY OR INVESTOR Matthew N. Lackovich ~-__. ~ --· ADDRESS ________________________________________ _ RELATIONSHIP TO DECEDENT _______ ._._. ____________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ 4/_2_5/:.....6_2 _________ _ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ _____ 4_•_25_3_•_24 __ -=--r-f~~-------- ;J. 1 j :) (, . (,. ~ (£) /S% ,_ .:3 I%. 9 q • A••t•tant Manager TITLE S% .0~ /-loJ·ll -/S-f.s- j RCC-134 !.)i69) < • . COM~ONWEAL TH OF PENN.SYL'l'ANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: MATTHEt'l N. LACKOVICH 1184 FINDLAY STREE'l' Date: Apr:ll-291 J9ZJ County \1ASHTifrTON ttTASHINGTON, PENNSYLVANlA 15301 County File No. _________ _ Bureau File No. t,J -7/ -tff"t Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylv.ania 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. Pas@ook Savin,es Accotmt #61-386 held in the l1ELLON NATIONAL lLNK AND TRUST COl4PANY • ~'lASHINGTON OFFICE, \~ASHil~TON, PENNSYLVANIA. In the names of !UClUU::L BlUCK OR MATTHEvJ N. LACKOVICH. Opened 4-25-62. Balance as of date of death, $4,253.24. appraised by the Commonwealth, as of the date of death, at $ 4,253.2LL 50 % of this amount is taxable at the rate of __12 __ % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount with in three (3) months of the date of death of the decedent, or on or before · July 12 19 71 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquent, fifteen (15) months after the date of death and, in addition to the tax, statutory interest at the rote of 6% of the tax per annum is also due as of* _____ _ l9 __ 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 ORIGINAL ASSESSMENT $ _ __::2:...!.,:=:12=.:6:.::.•.=62;::._ __ 318,99 - ----_li,_2i. -- AMENDED ASSESSMENT $ :< I 12 ~ ./ {g J.- 11 I b :;.S :3 -I _____ 1._;2--i __ I I TOTAL AMOUNT DUE $ 318.99 I d1 -31 $ ================== APPRAISED BY: ',<)_/ .. . , y:.:," ~-~~~.,,ASSESSED BY: ______________ _ {Inheritance Tax Appraise-r) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS ' I Make checks or money orders payable to: tfJ~ 1 /J7.39: 7~ 0-7{ To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: 1(wmll AM.~ ~AGENT FOB lHE COMMO~WEAL HI • COUIJ HOUSf WASHINGTON. fUM:· ~--J630,J If you have already paid this tax to an executor, administrator, attorney or otheF personal repr~sel}tatixe_.of the decedent for forwarding to the Commonwealth, list below the date paid, n'ame and addre&s'of the person to whom you made payment, their official title and the amount. · . Date Paid Name and Address· of Payee Official Titl~ 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 exami~e the debt~ claimed a~d allow those which he determines to be proper. The tax will then be recomputed and you will receive on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible fo~ 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 on ex·ecutor, 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) SS: 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 pay out 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 total amount of$--------.. Date of Approval: ______________ _ Register of Wills -? ··~.J~, ... ~ If you have already paid this tax to on executor, administrator, attorney or othrr personal representative of the -_ decedftit for forwarding to the Commonwealth, list below th~ date paid, nome and address of the person to~._ you ~ife payment, their official title and the amount. · Datt f!gid .. -!?1 Name and Address of Payee Official Title Amo!,!nt Paid Un~tr c:ertain circumstances, if, after the dote of death of the decedent, you personally paid funeral expenses or othet 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 aty . '; ' ... suc_h 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 ollow 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 ~w~e personally leg~lly responsible f~! these debts, and 2 -t..You actuC!JIY poid these debts out "Of the account or property described above and con 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 dec~dent handling the administration of the general estate of the decedent or any other transferee. · SCHEDU_LE_ OF DEBTS l Da_te Paid Name of Payee . Description of Obligation Amount Paid . . i~4-7l Robert. _&_.._ Unnwn~ll Funeral Home . 995.;70 . ' ' . 4-15-_11 . Garbal'aste_ Collector .. ,.oo.· ' ""i'l 5-19~71 Washinrton Ambulance Anl'l t'!hA·fY "' • ._. l"A _35101 l 4'.' 5-13-71 Columbia Gas of fa. J7.Z ~ 5_-l 1-71. WaAr. .Penn n. Co ..~ r . i5-1~-71 Cit.izens Water Co .. ,. fa~ • ; 11 7-6-71 WaAhin£ton Hosoital • . .. . ,_).,; . 11-6-71 Arthur M. Wil•on. E .q • 1 .. •" .~·it :. , t I . . .. . o4 ·'! .. . /1< TOTAL Sl..162.53 (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUN-TY OF. Washington -• . . ! : : • "\ t.) I, Matthew N. Lackoyich hereby certify that the foreg_oing is a just and true statement of funerol expenses and other debts of the decedent, Michael Brick : , for which I was legally responsible and which I did pay out of the property herein taxed .. I further certify, that to the best of my knowledge and belief, these same debts wi If not be c I aimed by any other person, for inheritance tax purposes. ..-.-l .J~. r SWORN ~ SUBSCRIBED BEFORE ME THIS _ .. ~~-------~~------~19 6th DAY OF . ')iJti:;t?(uv"'2z_.,~-.4< Signature of Taxpayer · • . ', ;~';~~~~~~~~~:::_ M Comm. E ires: March 12, 1973 REPORT OF REGISTER OF WILLS · I, the .-er.sfped, d~ty elected Register of Wi lis in and for the above county, do respectfully report that I· hove~llowttJ ~ctions listed above in the total amount of$ • ' Date cd*Aooroval: _____________ _ . \Cf~'m Register of Wills ;.··' ..... :...,... -......:--. : _~ .. I I I ·:.I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... }.~JY ....... ? ... '-....... 1.~.?.1 ................................ . '6EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .) COUNTY .. J.f.~.~ .. 4Jgg!: .. 9.P.: .................................... .. HARRISBURG. PENNA. 1 7 1 2 7 FILE NO ............ ~}.: .. ?..~ .. :..~.~ .. ?. ...................................... . Whereas, ............................................ NJ..Q.H!.\~.1. ... ..1?..!\I.QF .................................................. late of .................... ~YA§!.U~.9..~.9..~ .............................................. . . WASHINGTON . . . m the County of ......................................................................................................................................... Commonwealth of Pennsylvama, havmg died on the ........ .. ............... J .. ?.th ................................................. day of ............ ~.P.E.~~ .............................................. 19 .. ?..~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania· , Therefore, I, FRANCELEO an appraiser duly appointed according to law, ...................................................................................................................................... , haYing 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. of Asset Unit Appraisement Description Values Made for Inheritance Tax Purposes $ Jt. Passbook Savings Acct. #61-386 held in the MELLON NATINAL BANK AND TRUST CONPA~TY, VJASHINGTON OFFICE, WASHINGTON, PENNA. In the names of 1.UCHAEL BRICK OR MATTHE1v N. LACKOVICH. Opene< 4-25-62. Balance as of date of death, $4,253.24. 4,253 24 ' ..... .. 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 ........ ~~·.·.·.·.·.·.~·.·.· .. ·.·.·.·.·.·.·.·.·.·.·.·.~~~·.·.··~.·.··.·.·.·.~~~·~·.·.~.·.·?!...· .. : Appraiser ••••••••••••••••••.•••••••••••..•••..•• iJirY.i~~.f;'i .......................................................... Penna . ............................... , (Po Otllee) .................... HASHINGTON.... . ........................... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of 1-fiCHAEL BRICK Deceased. Late of ..... KS.N .. JiASBJ~QTON ........................ . Date of Death, 4-12-71 Appraisemel!t Docket Page, Filed in Register's Office, ...... !.Y.~.¥. ..... ?. ......... 19 ...... ?..~ Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal fyom Appraisement, Entered and charged, I r / ;.Y· " _,..,.