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Home My WebLink AboutOC1971-0781 - ESTATE OF MACHOKASRCC-72 (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT .:J•,t~r'\ July 27,1971,DATEAPPLICATION(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: .'Application is hereby made for consent to the transfer of the follo'wing securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania:. l'i"$t Nat10nal ~nk and Trust Company (a)).9 (b)of Wasbington,Fa,'(c)----=C'l::...::aJJ=1It=lo:..=.;,n=--_ (NOTE:In describing securities enter in (a),ab eNe,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON Septembtr a,1968 ,and having a TOTAL MARKET VAilUE OF $_7_6_0_,,_0_0 _ (Date) as of the date of death of the dec~dent,Pete ~<!~o~':1~.,..',.:'on MarC!h 26,1970 (Name of Decedent)"......(D~t~o'f de'~th)- who was late of 214 Crest·Avenue, (Street and Number) Charleroi, (Post Office) Washington, (County) Pennsylvania (State) The securities are registered as follows:Pete Macboka$and Mrs"Anna Campo (Name or names in which certificates are registered) 21QCrest Ave.,Charleroi,PaM NAME OF APPLICANT ~B =AAtUtr'c_g,a/k/a o~214 Crest Avenue COUNTY FILE NUMBER~?T'ADDRESS OF APPLICANT ,CharlerOi,Fa..' BUREAU FILE NUMBER'SIGNATURE OF APPLlCAN~U&';~~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE ~ CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. INFORMANT Mrs"Anna Compo ,alk/azffJAUijJ:Ii~}Mrs.Anna Campo~}(Name) 1971 COMMONWEALTH OF PENNSYLVANIA -DEPARTMENTOF REVENU E CONSENT TO TRANSFER SECURITIES DATE July 27th. I hereby consent to the transfer of the above securiries now registered in the name:of the aforesaid -_...-.-"'."-"~-'...'.....·1"',\'"~l :'.\"~'-"•--''-.........~'.:'~<~'1~."-~-"t.''''-,-- Decedent and waive the fi ling of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in occordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. e Se retary of Revenue~'By .~ (SignatureLRegisterofWills Washington (Titie)(County) Form No.RCC-62 (6-70)THIS FORMREQUlRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFVEC'UVE JANUARY I,1962,(FILE IN DUPLICATE WITH COPY 'OP WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of ,~ljl~h~~g:tp,I1 ..--:. ~~~?.~C?~P?'".~~!.~.~~~.~.~C!l~p.~,of ?;L.~.~:r~.s.t .~Y~'"2 •~~!.'J..~r.Q:i.,.Pa.i":".;;••• (Na.me)c.(Addrelll) being duly ~_~~!.'!1__"accordin·g to la;",deposes a~d says that~e iuhe ID:.fQ~Jll~_I}t:._....c__•••__ -,(Exec.,Adm"Legatee,Etc.) of the estate of !,_~_!~._~_c;_l:!~~!!.~O'!~~__.:f_~th~_~J whose last residence was ~J~L_Cr.est __Av_e~_ (No.)(Street) Charleroi .March 26 1970------------------.deceased,and that the whole of the estate of said decedent,who died ~_ (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated NONE Value Personal Property NONE .'- I':' .. ~r -- ,-. J I I ~'.. \ J NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death,Such letters must be signed by a responsible officer of the financial· institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.' ~---~~.'...,..~........,.-,_.~.-~._..~~-------~--------~-----------~---~ Estimated·'·V.alueJointlyHeldProperty .,. 19 shares of common 'of FiT'!=:T MRTinn::11 Bank and Trust Comnanv of ...-Washington,Pa.,in the joint names of Pete Machokas and Anna Campo(hi!=:~•.);:u::npT'~p'·fi,..RTP No elUn07 1:he 8th dav of -~-~ September ,19 68 ,having a value of LJ.O/sh.,as of the date of death of Pete Machoka~,for the total value of $760.00,and 1/2 of which is f!)fI<dJ·A beimr renorted for T,'.TRY $380.00 "r 'I- ";" - Transfel'swithin TWO YEARS Prior to Death .NONE That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by anotheras agent or deputy,with the exception of ihe following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAf,JE OR NAMES OF HOLDERS TO DECEDENT No Exception - BENEFICIARIES s RELATIONSHIP SURVIVED AGE OF LIFE~,-BENEFICIARIESAND ADDRESSES (If step-children or TENANTS OR INTEREST OF (Stat'trfullnames of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT Anna Compo.alkla Anna Campo daughter yes Not appli...a!=:!=:tlr .an 214-Crest Avenue cable entire interest in Ln~.·aJJUVC .1.:1 ~••__ Charleroi.Pa.15022 of 'common'NK reported under \Jo~nl:J.Y neJ.Q ~." 1 I.' i RESI.Q.ENT DEC~DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, UEllT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN Frftncis E.Sleza~F~neral ~EGISTER ONLY ome .llar ero]..a.Funeral expenses paid $1,300 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses •None Counsel fees •None, I Fiduciary commission •None OTHER DEBTS AND CLAIMS (.)See Note below Bianchi Monument Company Inscription on grave marker 20 00 Monessen,Pa. Dr.Richard A.Finegold Charleroi,Pa.Balance on last medical bill 10 00 I I Total 1,330 00 ,'3»0 o~ Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. Subscribed and sw.orn to before me this d.~.12tA~.C-k~I//Ckn:tA!!.,.(~Xo(J<.t)Qou~irl'ormant ........................day of......7/~~H..G~~~~.~~~.~~~.~'.''/B'~r LIZABETH J Jm,,:~'p·l •.h,P br (Street Number).........~."""'"...~W':;il"'l..~."1-..z....cz..-(.•~...........11,-,>,--",...,,",y U ICCharleroi Pa 15022 CHARLEROI,WASHINGTON CO.,PA.' • My Commission expires Aprfl 3'0','f9'1~(city 'o'r'To~~'~~d 'St~t'ei . Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ...'~dayof ~,19.1r.~D (\ .........$.~~~~. Appraiser In the event thl!ot any futuI'e interest in this estate is tl'ansferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer 'inheri- tance taxes at the lawful collateral rate on any such future interest. .~..{...~~.~..... ,Register of Wills Dated:..0CT..1 .197.1.RVS~.~~~.~.A~f~~. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for.W.~....County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponen~excep~s to those ems where a greater or lesser amount is set fortl1 in the last column to the right in said schedule above,which greater or lesser a ou t repres ts the sum allowed as a deduction. Form No.RCC-62 (6-70) ,.~ ,. f 4; ,( WillAdministration }No Year . i IN THE 'MATTER OF THE APPRAISEMENT ,, :: OF THE ESTATE OF ........I?~1~..~{;fI~~$. Deceased Late of ..(:l:t~;r'.~~:roi...................... County of ;..N~~bj.ng1;9P . ....£,~.-- :.l .: t.l:~:&..;:) t ....J ,~:) t.'0 ,-".) I"'v. Commonwealth._Qf Pennsylvania "~+ :::::::-.',-...J •.~~y ~/TJ::-O (r.>G')c::(":r:-..~.c·.....;;''':::::''-- REPORT ~AND APPRAISALc-~~r~-'::.' --i ~~.;+••,_ g 5;:;.~.: c-)~c)~-:::.-.-~---...~r-:.,": -0 r--~!>'(/)0 l VICTOR E.RIVA,ESQ, P.O.BOX 115 CHARLEROI,.e~15022, .. :3 8 0 0 0 1 :3·3'0 0'0'- ."'---_.__-_~...:...ol ~_--&.A ~ 1 1 ,t.',' :.:'0 0 0 0 2 0 0 0 1 0 0 0 '7.3 0 0 0 ,I.',' ,I.-j' o~,~.._".._.........~~_.....,..*__..~~~••,.....-"..._I RC.C-SI (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANNA COMPo-I~Nl INFOR~"NT IN YOUR REPLY PLEADE REFER TO j In Re:Estate of PETE MACHOKAS \vASHINGTON County -File No.63-71-781 Dear Mrs.Compo You are hereby notified that the~~~o~r~i~g~1~·n~a~1~__ appraisement i?--.the estate of PETE MACHOKAS . has been filed in the office of the Register of Wills qf WASHTNCTOM County on October 7 ,19..1l.Said appraisement reflects the following valuations: Jt.Held ~~-:::3=8=0.::..;.O:::..::O~_ Personal Property __ Transfer s ----------::-><'"r--=-x---------Total ..:::;3..:::;8..:::;0..:.•..:::;0..:::;0 _ As to such tax that is paid within three months'from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __0-'-c~t...::.o...::.b...::.e;:...r--:..7.....'-'1=..9;:...7.:..;1=--_ Title FRANCES LEO,CHIEF AP PRAISER ESTATE INSOLVENT DATE OF DEATH:March 26,1970 Note:This is not a bill. R~C:,ll9 (&-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MACHOKAS PETE (Last Name)(First Name) DATE OF DEATH 3-26-70 (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-71-781 Dated:October 7,1971 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHTNGIDN Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". ~~T~RA1S~~~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction.(~ peT 7 1971 RUSSELL MAPfNO''_'I lU~.Date.RE'IS ER OF WILL~ VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 1 330 00 ESTATE INSOLVENT_----.L--1 FOR USE OF REGISTER ONLY Tax on $----------4--2% Taxon $~ Tax on $5% Tax on $10% Tax on $15% ~~ptioos * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $-------t-- $--------+--- $-------4-- $-------+--- $-------+--- $--"-------'---- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::!:t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $------ AMOUNT OF ESTATE TAX ASSESSED $...,-,------.11- Estate tax paid $~L- BALANCE DUE $----'1_ Add interest at rate of 6%from t= ------lto-----$--------1, TOTAL TAX BALANCE $-------, PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.AdmInistration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .t~TEMt\~1:l9I<A~. Deceased Late of ....CHARLEROI . County of ....W1\S!:UN.C'l,'O:N Commonwealth of Pennsylvania REPORT AND APPRAISAL r t .., Fonn RCC-2 D~;\RTtiENT OF REVENUE BuREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~.~.~?~.:'.?...'.!.~. COUNTY .W:A.$..B.J..~.Q.T.9.;N:. FILE NO•..~..~.:..?!.:..?...~.!.. Whereas,..;P.ETE MACHOKAS ,,,,:late of C.HARL.~.RQJ . in the County of W'ASHING.TON.~Commonwealth of Pennsylvania,having died on the ~.§.~.h day of }~.~T~.~................................................19 .7..2,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,F..MNC.~.S.~.~..Q ,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ JT.HELD: SEE COPY ATTACHED TO APPRAISEMENT 380 00 ESTATE INSOLVENT , , . - - .............................w.~Penna. 1vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETE MACHOKAS Deceased. Late of CHARLEROI Date of Death,3.~..Z.6..~..7.Q "'. Appraisemei!t Docket Vol.,~..~.:. Page,c:<R.=../.No 6..3..~.7.1.~7.81 . Filed in Register's Office,.Oc.t..•.....7.19 TL Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.,. Wrote abo.ut Appraisement,. Appeal f1'Om Appraisement,.. Entered and charged,. f ft 1- <;•